Vital CRM
How to send an Email using marketing scripts for New Customer Form?

After the customer form has collected a customer list and the confirmation emails have been checked, how do you send an Email using marketing scripts?

1. Set up marketing script:
Go to [Marketing script] and click [Add]. On the page click [Add Email], compose the email and click [Send Now > Save]. The email has now been added to your marketing scripts.




2. The marketing script must be [Save as Template], so can it be selected in the customer form.


3. On the customer form page, choose the script that is needed which will be used on the customers who fills the Customer Form in the future.

1. Set up marketing script 2. Save as template 3. On the customer form page, choose the script template (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4091
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