Setting up campaigns is one of the main features for the Sugarcrm, though there are few tutorials on the net regarding campaigns, the first step is setting up the email configuration, I will show the basics for setting up the email configuration for the campaigns to be used.
First is to log in the Sugarcrm, and in the tabs menu, click the Campaigns.
Then choose the ‘Email Set up’ in the left sidebar (this is the first step before you can effectively send the emails and use the campaigns)
1. Enter the form name
2. Select SMTP to use external mail clients
3. Enter a valid email address (I recommend gmail accounts, create sample account if necessary).
4. Enter SMTP port, 465 is the default for the gmail smtp.
(For all the settings(gmail)..click here)
Click the SSL checkbox
5. Enter the SMTP username (same as your email account username)
6. Enter the SMTP password (same as your email account password)
7. Proceed to next step
Now you have your email already set up for the campaigns to be created, I will post next about creating a campaign and creating target lists.
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