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Marketing Campaign Newbie question

edited Nov 22, 2019 10:27AM in CRM 2 comments

I want to send a bulk email to a dynamic group based on a saved search of all customers who have requested qoutes for our products from Dec 1 08 to present day

I created a saved search based on the following criteria (filters):

- Date Created on or after 1/12/08
- Transaction : Quote status is Closed Won

The results generated show the  following format e.g "CUST7284JOB2  RDC Castlecorp : 40 x Rubbish Bin Stickers" and so on...

I then created a dynamic group using the above saved search. I have also created an email marketing template to use in the marketing campaign.

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