Outlook CRM Background


  1. Creating a New Marketing Campaign
  2. Tracking Responses

eWay-CRM has a professional mass mailing and response tracking feature embedded right in it.

With Professional Emails, you can:

  • Personalize your emails with names and salutations.
  • Send attachments.
  • Collect feedback and track responses.
  • Send emails even if your Outlook is closed.
  • Link your campaign with Google Analytics.
  • Track unsubscribe reasons.
  • Set up delayed sending.

Creating a New Marketing Campaign

  1. Click New on the eWay-CRM ribbon and select Marketing Campaign.
  2. Add New Marketing Campaign


  3. In the new window specify the Name and Type – Professional Email. Click Save.
  4. Professional Email Type

  5. To create a list of recipients, click the Edit Marketing List button.
  6. Edit Marketing List

  7. Select a target group, create filter and click Apply. You may use the filter editor to choose just the data you want. To learn more click here.
  8. Filter Marketing List

  9. The list of recipients will appear. Click Add.

  11. Click Action and select Start Bulk Email.
  12.  Send Bulk Mail


  13. In the first step, you can select an email template. Select previously used, predefined, or create new one. Then click Continue.
  14. Professional Email Step 1


  15. In the second step, edit your email template. If you are satisfied, click Continue.
  16. Professional Email Step 2


  17. In the next step, specify Sender’s Name, e-mail address and Email subject. You can also attach some file to your campaign.

    Professional Email Step 3

    Once ready, click Continue.


  19. The last step allows you to schedule the sending of campaign and specify other additional options (Track Link Clicks, Google Analytics, Send Date, Unsubscribe Reasons).
  20. Professional Email Step 4

  21. You can use Smart Delivery function in this step. On the basis of the vast amount of data such as days and hours when emails are opened, clicks, holidays and other data that are not primarily related to marketing campaigns (e.g. current weather or time zone) Professional email will decide when emails will be sent to users for its best efficiency. You just set a time period when emails should be sent. For the best function of Smart Deliver, it is best to set periods longer than a few hours, the best results are in days. Click Send.
  22. Schedule Sending


  23. If your Professional Emails subscription is not high enough to your need, click the Administration Center.
  24. Administration Center


  25. Click Manage Subscriptions.
  26. Manage Subscriptions


  27. Select Additional Services.
  28. Additional Services


  29. For service Professional Emails, click Add to Cart (this option is enabled only for eWay-CRM Premium users). Select as many emails as you need for the month and finish the order.
  30. Add Professional Emails to Cart


Some email service providers now often require valid SPF (Sender Policy Framework) records. Because of an absent or incorrect SPF record, your emails may end up in your customers‘ spam folders.

The SPF is a TXT type record that specifies that emailkampane.cz (our email service provider) may send emails on behalf of your domain.

On your domain provider’s website, you should add a new DNS record (TXT):

v=spf1 include:spf.emailkampane.cz ~all

To check out your SPF record, you can use this free on-line tool.


Tracking Responses

for quick review f marketing campaign results, you can use the Check Marketing Results function.

Responses (Journal tab on marketing campaign) are tracked and updated automatically. However, you can set what type of responses will be downloaded. First numbers will be available in 30-60 minutes, but it pays off to wait for several days.

  1. Click Marketing on the eWay-CRM ribbon.
  2. Marketing Icon


  3. The list of marketing campaigns will appear.
  4. Marketing List

  5. Open the marketing campaign and check the total number of emails sent, delivered, viewed and people unsubscribed.
  6. Marketing Statistics

You can also check the result for each email address separately. You can use the filter to get just people who unsubscribed or clicked on a particular link.


Types of reactions can be as follows:

  • Email sent is created just as you send a campaign.
  • Email delivered will be created for all recipients from whom there where no other answer (such as Mailbox not found).
  • Mailbox not found / Domain not found / Mailbox full / Antispam / Message size limit exceeded.
  • Temporary error / Permanent problem with delivery – one of these errors occurred while delivering the message.
  • Email viewed – email was opened.
  • Email link opened – created when addressee clicks on any of the links that the message contains. In column Note is specified which of the links is the information related to.
  • Marked as SPAM.
  • Unsubscribed – if you have specified reasons, a respondent may choose one of the options. Reason will be specified after a hyphen in the title of a reaction.

You can group responses by titles.

Grouped Responses

Or you can create a filter to show only the title, for example “Email viewed“.

Learn more how to filter, group and search data here.

Filtered Responses

You can also see history records for each of the contact. Double-click on a field with responses to open them.

Responses by Contact

Here you can see responses for a specific respondent.

Responses by Contact

You can also generate a Marketing report, which describes and summarizes the result of the marketing campaign.

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