http://www.camelotsoftware.com/GenericNewsletterTemplate.htm
1. Click on the link above, and then right-click anywhere on that web page and choose View Page Source or View Source, then in the viewer, choose File > Save Page As, and save the GenericNewsletterTemplate.htm file to your Desktop.
2. Then you can open that file in Notepad (or use any HTML editor program - there is a free one that is pretty easy called PageBreeze - http://www.pagebreeze.com) and edit it to be what you want it to say for your newsletter.
3. Once you have the newsletter HTML file setup and looking like you want, then from within Camelot 3.x, go to Misc/Setup > Correspondence Definitions
4. Click the Add New Source/Mailout button at the bottom left, and type a description of "Email Newsletter", and click OK
5. Now on the right on the Mailout/Correspondence tab, type a Category for Source of "Newsletter"
6. Also on that Mailout/Correspondence tab, right-click on the Long Note/Email Text box and choose Show Merge Field Options. Then you can right-click again on that box and choose the first option, Load Email Body Text from a File, and browse and choose the newsletter template file you saved to your desktop and edited in step 2 above.
7. Then go to the General tab on the right of this Sources/Correspondences screen, and in the Short Note/Subject box, enter the subject line for your email message (e.g. "ABC Cleaning News").
8. Click OK at the bottom right to save the changes to your correspondence definition.
Now setup a Marketing Funnel entry to automatically add this email newsletter to send to all your clients once a month:
1. Go to Misc/Setup > Marketing Funnels
2. Select any active funnel on the left, and on the right, click the Add button at the upper right there under Funnel Sources, and answer No if it asks you about starting with the settings for the currently selected entry, and then choose the Contact List dataset on the next screen, and click OK.
3. Now on the Funnel Details screen that will appear, in the Source Description drop-down box, choose your "Email Newsletter", which you defined in steps 1 through 8 above.
4. Set the Minimum days between contact to be 30.
5. In the Note box, type something like "Monthly Newsletter Email".
6. Click the Change Criteria button, and set the criteria as follows:
Client? Is Yes (True)
AND Email is not Null (not empty)
AND Email is not [blank value box]
AND Avg Sales >= 100
This criteria is just an example, but it makes sense that you would only send your email newsletter to clients with good job averages.
7. Click OK on the Criteria screen, then OK on the Funnel Detail screen, then OK on the Marketing Funnels screen.
8. Now your html email newsletter is setup and so once a month, anytime during the month, you just go to Calls and Mailouts from the main menu navigator screen, then to the Mailouts tab, click Refunnel, and your email newsletters to send will appear, and then you click Create Now, and send them away. You will need to have properly defined your email host settings to send emails from within Camelot. Click here to learn how to set your SMTP host settings.
IMPORTANT:
Often when the customer/client receives an html email it will be viewed as plain text with Outlook and some other email programs. When this happens, there's a little bar at the top of the email screen that says "This message was converted to plain text", and if you click on that little message bar where it says that, and choose "Display as HTML", then it will let you show the picture (you sometimes also have to right-click on the picture placeholder and choose "Download pictures").
The receiving email program (in most cases Outlook) makes a decision about whether or not to display messages as html or plain text based on whether or not it thinks the message might be spam. We suggest that you use an online smtp mail host solution like Jango (http://www.jangosmtp.com/), which is an smtp mail host that lets you setup a free account and use it to send a limited amount of emails free a month, and if you need to do more than that, then there is a fee (but it is very reasonable). The advantage of an online smtp service like that is that it improves your email deliverability.
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