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

Advanced Email

Understanding Advanced Email

Advanced Email Dashboard

Communications

Creating an email recipient list

Overview of communication templates

Customizing out-of-the-box templates

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

Sending emails from Marketing

Adding links to a communication template

Finance emails

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