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Thread: How would I do this kind of email campaign

  1. #1
    al3
    al3 is offline Sugar Community Member
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    Default How would I do this kind of email campaign

    I have about 700 name/address records in an Excel file. I do not want to import them into my Sugar database for permanent storage. I want to send an email to them using the features of Sugar (to personalize.)

    Can Sugar do this from an Excel file? I doubt it, but thought I'd ask.

    If I were to import all 700 into "Leads" how could I keep them "separate" (without starting a whole new version of Sugar) or somehow "tag" them so I could mass delete them later on?

    Thanks,

    Al

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: How would I do this kind of email campaign

    Load them in as targets ... into a target list ... then create an email campaign using the target list

  3. #3
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: How would I do this kind of email campaign

    to import the leads ... goto Campaign>create target lists

    then Campaign>targets>import and assign the imported leads to the target list on import completion

  4. #4
    al3
    al3 is offline Sugar Community Member
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    Default Re: How would I do this kind of email campaign

    THANKS. I did not know about the Target feature. Looks like that will work fine.

    Al

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