Create an Inxmail Professional email campaign

The following instructions explain how to create an Inxmail Professional email campaign in Salesforce.

Step by step

  1. Open the Campaigns tab in Salesforce.

    This directs you to: Campaigns > Start page

  2. Click New in the Last campaign section to add another campaign.

    This directs you to: New Campaigns > Select campaign record type

  3. Select the Inxmail Professional email campaign option in the Select campaign record type drop-down list.
  4. Click Next.

    This directs you to: Change campaign >New campaign.

  5. Enter a campaign name and a sender address in the mandatory fields marked in red.

    Note: Assign a unique campaign name in Salesforce. Multiple mailing lists with identical names cannot exist in Inxmail Professional.

  6. You can enter additional information in the optional fields.

    The Link email with campaign check box under Inxmail Professional Advanced Settings is enabled by default.

  7. Save your entries.
  • You have created a new campaign.

    All of the campaign details are listed in an overview.

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