Send campaign emails – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

Send campaign emails

  1. Go to Sales & Marketing > Campaigns.
  2. Select correct campaign.
  3. Click New Mail.
  4. Enter Subject and fill other fields.
  5. Click Save As New.
  6. In the campaign summary view toolbar, click Send.

Compatibility with different email clients

All your campaign email recipients will not be able to receive html-formatted campaign emails depending on their client and security settings. To help your email go through spam filters we generate automatically an additional plain text version of your email.

Use of html in formatting the template is limited to very basic formatting. Open the html view in the editor on campaign mail form and paste your html in that window. Always test your email with most widely used email clients.

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