How to Add Campaign Letters to the Document Manager
Each campaign will draw all its letters from the same folder in the Document Manager.
When you start a campaign, you will select the folder that campaign will have its letters in.
G5 has default folders for each basic campaign type. Those folders are preloaded with placeholder letters.
If you are using one of the default campaign types, replace the letters in the matching folder with the letters you want to send during that campaign.
If you are creating a new custom campaign, create a new folder in your Document Manager and upload the letters for your custom campaign into that folder.
You can read more about how the Document Manager works here:
- Instructions on creating Document Manager Folders can be found here: https://desk.zoho.com/portal/billgoodmarketing/en/kb/articles/document-manager-folders
- Instructions on adding a new document to the Document Manager is here: https://desk.zoho.com/portal/billgoodmarketing/en/kb/articles/managing-documents
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