Help / CRM and Marketing

Marketing overview and dashboard

How the Marketing area fits together, what the dashboard shows, and what to know about sending email.

The Marketing menu holds seven pages: Dashboard, Audiences, Suppression List, Email Templates, Campaigns, Journeys and Analytics. It appears only if your role may view Marketing and your company has the Marketing module on.

How it fits together

1. Contacts are your clients and leads. Each one has a marketing consent status. See Consent, suppression and unsubscribing.
2. An audience is a list of those contacts. See Audiences.
3. An email template is reusable wording. See Email templates.
4. A campaign sends one email to an audience. See Campaigns.
5. A journey is an automatic sequence of waits, checks and actions for individual contacts. See Journeys.
6. Analytics relate campaigns to sales. See Campaign analytics.

The dashboard

Open Marketing > Dashboard for a quick picture:

• Four counts: Audiences, Suppressed Contacts, Templates and Campaigns.
• Audience Sizes: for each audience its kind, Total, Marketable and Suppressed members.
• Campaigns by Status: how many campaigns are in each status.
• Delivery Metrics: a warning message when delivery cannot be measured, with a link to campaign analytics.

Who gets marketing email

A contact is marketable only when both are true:

• they have an explicit SUBSCRIBED consent on record, and
• they are not on the company-wide suppression list.

A contact with no consent record is treated as not subscribed. This applies to every campaign and every journey email, checked at the moment of sending.

Good to know

• Marketing is its own permission. If a page shows a permission error, ask your administrator.
• Dashboard numbers cover your whole company, not one audience.