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Adding Custom Modules to Email Marketing Extension

Categories
  • Email Marketing Automation/Campaign
  • vTiger 7
  • vTiger Tweaks
Tags
  • Add-on
  • automation
  • crm
  • Custom Module
  • customization
  • Email Marketing
  • integration
  • Management
  • marketing
  • Marketing campaign
  • VTExperts
  • vTiger
  • vtiger CRM
  • vTiger features

Email marketing automation helps to make marketing campaigns more effective and efficient. One such feature is including custom modules in email marketing campaigns. Adding Custom modules to Email Marketing Extension offered by VTExperts increase the usability and potensiton of the extenaion by alot. To use custom module in conjunction with Email Marketing automation can do wonders. Follow the below mentioned procedure, as a result you will be able to add a custom module into email marketing campaign.

Step 1 : Configure the Custom Module through extension settings

  • Go to CRM settings
  • Go to Extension pack list and choose “Email Marketing”

Adding Custom modules to Email Marketing Extension

  • Enable the desired Custom Module from configuration.Here we are adding Custom Contacts (Custom module) to the email markting extension. You can create a custom module using custom module builder extension

Adding Custom modules to Email Marketing Extension

  • Press the “Add modules” button

After adding the custom module to the email markting extension, through configuration. Now, we will learn how to access it from email marketing module

Step 2 : How to access the Custom Module in Email Marketing 

  • Go to Settings
  • Select Marketing > > Email Marketing

Adding Custom modules to Email Marketing Extension

  • Click on the Create Email Marketing button, as a result following window will open.

  • It will ask you about the information regarding campaign like Campaign Name, Email/SMTP Server, From Name and Email and Assigned to. Fill in the information and hit “Next” button

  • Enable the Custom created Module and you are good to go

Follow the standard Email Marketing Automation from here onwards after selecting the custom module

Note: In Email Marketing Configuration, only those Custom Modules will be shown which have Email field. In case a custom module does not have Email field then it will be not shown in Email Marketing configuration and hence cannot be used for automated email marketing.
Adding Custom modules to Email Marketing Extension and sending the mails to the records of custom moudles can benefit you business without a doubt. So, starfting using this feature and yield its benefits.
Next Article: Generating Purchase Order from Sales Order

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