Marketing DashboardMarketing Dashboard

The Marketing module provides customized email marketing to your customers utilizing the data you have captured in iPoint. For example, you can send automated email messages based on specific triggers or develop customized email marketing campaigns to promote the services and products you offer.

The marketing process is comprised of four basic steps outlined on the left side of the screen. Click on the specific step to read more about the process.

  1. Sending Lists – define who is going to receive an email
  2. Email Templates – create the email (or the what) that will be sent
  3. Campaigns – the when, matching up who and what
  4. Results – as campaigns are completed, you will be able to see the results

The marketing module will guide you through the steps of completing a successful email campaign to your clients using a built-in wizard. Just follow the steps as outlined in the menu to the left.


iPoint Version: 9.0722
Last modified: 24 Sep 2021

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