Set up your company for the Marketing Manager

To use the Inform Marketing Manager, you must verify that your SMTP Server information is correct; set the address that should be used as the "From" address for your emails in the Company Master; and ensure that you have the necessary Access Level required to access the Marketing Manager.

Verify SMTP server information

The SMTP email only serves to authenticate with the SMTP server and will not be used to send your emails.

1. Go to File > Company > Master.
2. Click the STMP Server Information tab. For details about the information that should appear here, see Configure SMTP for external email
3. Click Save.

Set the From email address for marketing emails

1. Go to File > Company > Master.
2. Clic the Company Information tab.
3. Locate the setting for Company Email.
4. Type the email that you want to use as the "From" email on your messages. If customers replay to the message, the reply will be received by this address. It is important that this address be checked periodically for recipients who wish to unsubscribe from your emails. You are required by law to unsubscribe customers within 10 days of their request.

Set the required access level for Marketing Manager

1. Go to File > Company > Access Levels.
2. Click Edit.
3. Click the CRM tab.
4. Beside the Inform Marketing Manager option, type an Access Level. For more information, see Define and assign access levels to users.
5. Click Save.

See also

• Manage targeted email marketing campaigns
• Tips for managing marketing campaigns in the Marketing Manager
• Set up your customers for the Marketing Manager
• Set up email for your marketing campaign
• Understand email requirements