Marketing videos

These videos will teach you how to use the Communication Creator to send emails to your constituents by creating a contact list through IQA queries.

For information about Marketing training classes, see iMIS Training

Overview

Marketing Overview

Communications

Creating an email recipient list

Overview of communication templates

Customizing out-of-the-box templates

Understanding Advanced Email

Understanding communication templates

Creating a recipient and additional data source query for a communication

Using an additional data source query in a communication template

Configuring the default communication template

Sending an automatic email

Managing communication preferences

Campaigns

Creating a basic campaign

Tracking campaign effectiveness using source codes

Source codes

Source codes overview

Creating source codes

Assigning source codes to transactions

Tracking source code performance by revenue