Tutorials ISA E-Marketing 4 - Email Databases - Contact - ESPAÑOL - ITALIANO - PORTUGUÊS

ISA E-Marketing 4 - User's Guide

1.3) Configuration for Email Marketing and CRM


To configure the system for email marketing and CRM tasks, you must complete these 4 basic procedures:


Procedure 1: Create a campaign

An ISA E-Marketing campaign is an organization of records that belong to a single Country, and that have programmed an email sending behavior through specific parameters and a very important element. from ISA named AE Process

To create your first campaign complete the following procedure:

Create a Campaign


Procedure 2: Import TXT records from an ISA database

Importing emails in TXT format is not simply an import of the list, but a complete database record and other elements in additional tables are created for each email, in order to carry out intelligent management of sending, and to be able to save information for each email, how many times and when was the last time a newsletter (AE Process) of a campaign was sent. With this you can manage the maximum amount and the frequency of sending, individually. This and other advantages are possible after the TXT emails are imported.

The following link describes the process of importing emails in TXT format

Import new emails from TXT files


Procedure 3: Create an AE Process for the campaign

An AE (auto-email) process is a configuration element that describes the complete process of an email, from the SMTP servers, subject, body and other elements for CRM management.

For a campaign, at least one AE Process is required, which will be the first contact email with the recipients, where they can be sent the body of the email in these formats:

a) simple email with a text asking if they are interested in receiving information about what is being promoted (recommended)
b) email with creative advertising content, with images, text, links to your website and an (Unsubscribe) link


To know more how to create an AE Process see these instructions:

Create an AE (Auto Email) Process


Procedure 4: Adjust the Campaign Schedule

For the sending of emails to begin, it is necessary to activate the First sending or Sending in BASE 0, that is, to those recently imported emails that have never received the newsletter before


To learn more how to make the first sending see these instructions:

Sending massive email marketing in BASE 0 (first delivery)






ISA Email Marketing
Fabián Torre
Software Consulting

Rua Antonio Rodrigues 22, Itacimirim - Bahia - CEP 42823-000 - BRASIL
WhatsApp: +55 719 9204-2292 - Skype: chronskype


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