Campaigns
Creating a Basic Campaign
A campaign is a predetermined and finite schedule of events (letters, cards, emails, phone calls) that you can setup in Surefire and associate with a contact in your database. This is a quick tutorial on how to create a basic campaign with only emails and reminders.
Working With Templates
In Surefire you can create templates for emails, cards, and letters. You can create new templates and modify existing templates. So if you want to change the verbiage of your thank you card, add a question to your survey, or add a new email template for a new campaign; all of which can be done within the Surefire CRM Launch Pad.
Surefire Content Editor
You will use the Surefire Content Editor when creating and modifying templates for your emails, cards, letters, and even your Address Stamper. Basically anywhere you can customize content you will see this editor. This tutorial covers everything you can do with this editor.
