Email marketing integration campaign tasks

You can create email campaign tasks in Infor CRM SLX when the OCM Email Marketing integration is enabled and configured. You can use the Infor Omni-Channel Campaign Management (OCM) Email Content Editor to create an email template and, define and launch the email campaign in the OCM Email Content Master. You can view metrics at the task or target level only after the email campaign is launched.

Note: If a target unsubscribes from the campaign email, the status of the target changes to “Unsubscribed” and Do Not Solicit is set to True for the corresponding contact or lead. The target will be excluded from any further OCM campaign email tasks.
To add an email marketing campaign task:
  1. Access the Campaign detail view.
  2. Click Email Content Editor in the Task Pane Common Tasks section to access the Email Content Editor and create an email template. The Email Content Editor is displayed. See the Infor Omni-Channel Campaign Management help for more information.
  3. Create a new campaign task or modify an existing task. See Adding campaign tasks.
  4. Select the Email campaign task check box in the Add Task or Edit Task dialog box.
  5. Click OK to save the changes.
  6. Click the Send Emails link on the Stages/Tasks tab to send the campaign email. The Email Content Master is displayed.
  7. Perform these steps in the Email Content Master:
    1. Complete the required information. See the Infor Omni-Channel Campaign Management help for more information.
    2. Click Close to close the dialog box and send the emails to the campaign targets.
      Note: Once the emails have been sent, from the Stages/Tasks tab, the Send Email link changes to View Metrics.
  8. Click View Status to view OCM metrics for the campaign email task.
  9. Click the Email Target Metrics tab on the Campaign detail view, to view target metrics for each email campaign task. See Campaign Email Target Metrics tab.