Vital CRM
How do I create a marketing script?

1. Go to [Marketing script] tab and click [Add] and enter your [Script Name] to start creating marketing scripts.




2. Script name, recipients, contact items, etc., needs to be filled.




3. Next, edit the contents of your email/SMS.






4. Once you're done, you can preview, save, save as a template, or save and activate the script.
*Note, unless the script is scheduled ahead of time by using [Schedule For] or [Several Days Later], then press [Save and Activate] when you're done so the email will be sent on time.

[Marketing Script > Add > Save] Refer to FAQ
https://faq.vitalyun.com/EN/CRM#3998