Managing Marketing Team Members

Storing information about the marketing team members is very easy. This feature is used to record the person responsible for sending specific messages and keeps a log of the number of messages sent. In addition to that, personal information like name, email and phone are also stored along with an associated user to allow an easy way of contacting that person and to promote ownership.

Add marketing team members

To create your marketing team responsible with the customer communication and omnichannel campaigns, follow these steps:

  1. Click the main menu icon () at the top left corner.
  2. In the main menu, click Business Automation> Omnichannel Campaigns > Marketing Team Members. The Marketing Team Members List page appears.
  3. Click the Insert button () at the top right corner of the page. The Add Marketing Team Member page appears.

  4. Set the following fields:
    5. Field Description
    Account An account that already exists in the database.
    Attached User The user attached to the account.
    First Name The first name associated with the account.
    Last Name The last name associated with the account.
    Email The email associated with account.
    Phone The phone number associated with the account.
    Team Member Function

    Select a function for that team member:

    • none
    • manager
    • account manager.
  5. Click the Save and Close button () at the top right corner to save the team member. Repeat the procedure above to add as many members as you need for your marketing team.

Edit marketing team member details

To edit a marketing team member's details, in the Marketing Team Members List page, double-click the record that you want to edit. The Edit Marketing Team Member page appears.

Make the desired changes and click the Save and Close button at the top right corner to save the changes.

Delete marketing team member

To delete a marketing team member from the list, in the Marketing Team Members List page, select the desired record and click the Delete button at the top right corner of the page. A confirmation dialog appears. Click Yes to delete the selected record.