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Configure in-app marketing settings

Configure the in-app marketing settings to define various aspects of campaigning. For example, you can specify whether you want to create a campaign response automatically when a customer responds to a campaign email.

To configure in-app marketing settings

Select a tab based on the sales app that you use:

  1. In the Sales Hub app, go to the Change area and select App Settings.

  2. Under Sales Administration, select Marketing Settings.

  3. Configure the following settings in accordance with your requirements.

    Setting Description
    Enable the new enhanced quick campaign experience (preview) Set to Yes to use the enhanced experience to create and manage quick campaigns.
    Enhanced experience includes improved user experience and streamlined campaign management. For more information, see Create a quick campaign using in-app marketing.
    Default: No
    Create campaign responses for incoming email Set to Yes to automatically create a campaign response when an email is received in response to a specific marketing campaign. You must enable email tracking at the campaign level for automatic creation of campaign responses.
    Note: If a customer replies to a campaign email multiple times, only the first reply is tracked as a campaign response.
    Default: Yes
    Set "Do Not Send Marketing Material" option when an unsubscribe email is received Set to Yes to automatically update the account, contact, or lead preference to prevent marketing materials from being sent. If set to No, unsubscribe emails are ignored and the customer continues to receive marketing emails. If campaign emails include an unsubscribe option, set this option to Yes.
    For more information, see Let your customers unsubscribe from marketing communications.
    Default: No
    Send acknowledgement to customers when they unsubscribe If Set "Do Not Send Marketing Material" option when an unsubscribe email is received is set to Yes, use this setting to send customers a response when they unsubscribe.
    Template for Acknowledgement Email If the previous two options are set to Yes, select the email template to use when responding to customers who unsubscribe.

  4. Save the changes.

Can't find the feature in your app?

There are a few possibilities:

  • You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
  • You don't have the necessary security role to use this feature.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Create a marketing list using in-app marketing
Create or edit a campaign using in-app marketing
Create a quick campaign using in-app marketing
Add an activity to a campaign using in-app marketing
Add a marketing list, sales literature, or product to a campaign using in-app marketing
Track a marketing campaign response using in-app marketing

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