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Marketing

Learn how to manage your Direct Mail Campaigns here!

Marketing Profiles

  • How Do I Set Up My Marketing Profile?

Direct Mail Templates

  • How Do I View Postcard Templates?
  • How Do I View Letter Templates?

Workflows

  • How Do I Create a Workflow?

Campaigns

  • How Do I Create a Campaign?
  • How Do I Send A Campaign To Leads?
  • How Do I Create & Trigger A Campaign At Once?

Tags

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  • How Do I Create a Tag?
  • How Do I Apply Tags To Leads?

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