How to use Acumatica CRM/Marketing to conduct drip campaigns

  • 15 December 2023
  • 0 replies

Userlevel 3

Has anyone successfully used Acumatica CRM/Marketing functionality to conduct drip marketing campaigns?  Example scenario: When someone fills out a form on our website, they’re automatically captured as a lead and added to an awareness drip campaign. It’s comprised of sending the lead 14 emails spread out over the course of 12 months.

Is it possible to automate such a campaign using Acumatica functionality?

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