Setup

Quick Start

Part of the power of Marketing Core is that it can be used to achieve high customized results without much work setting things up. However, there are a couple of things you are going to want to do.

Setting Your Local Timezone

Technically you do not have to change the local timezone, but it makes things like scheduling campaigns easier if your team is used to working in their local time. BridgeBots infrastructure is all set up to work on UTC (Coordinated Universal Time), but all you have to do to work in your local time zone is go to Marketing Core -> Application Configuration -> Preferences and change to your preferred timezone.

Group Settings

Defining/Changing Groups

To import data that contain groups, you must define groups in Marketing Core -> Application Configuration -> Group Settings. Groups represented in Group Settings are the only groups allowed in the system so that users must adhere to the defined standard when importing data.

When adding groups to the system, it is best to think through how you wish to structure your data. Once you have a basic idea, it is recommended you add groups all at once in a holistic manner.

Delete Groups

Groups may be deleted from the system only after they are no longer in use by any other element of the system. This includes the possibility of being reintroduced into usage, such as if something using that group has been deleted, but still has the potential to being reverted to active use. Items that you wish to remove, but are still in use are recommended to be deprecated.

Deprecate Groups

Groups that you deprecate have no change to their functionality. Deprecated groups signify to users that, if possible, such groups should be avoided for use.

Change Group Colors

Groups also allow you to set custom colors that are used to distinguish between different contact groups in certain parts of the system, such as the Contact Manager map view. To change a group color, click on the color square in Group Settings next to the group you want to change, then use the color picker or define a color value.

Tag Settings

Defining/Changing Tags

To import data that contain tags, you must define tags in Marketing Core -> Application Configuration -> Tag Settings. Tags defined in Tag Settings are the only tags allowed in the system so that users must adhere to the defined standard when importing data.

When adding tags to the system, it is best to think through how you wish to structure your data. Once you have a basic idea, it is recommended you add tags all at once in a holistic manner.

Delete Tags

Tags may be deleted from the system only after they are no longer in use by any other element of the system. This includes the possibility of being reintroduced into usage, such as if something using that tag has been deleted, but still has the potential to being reverted to active use. Items that you wish to remove, but are still in use are recommended to be deprecated.

Deprecate Tags

Tags that you deprecate have no change to their functionality. Deprecated tags signify to users that, if possible, such tags should be avoided for use.

Smart List Settings

Defining/Changing Smart Lists

Smart Lists are immutable or unable to be changed. They are not created in Smart Lists Settings but other areas of the system. To delete or deprecate an existing Smart List go to Marketing Core -> Application Configuration -> Smart List Settings.

Delete Smart Lists

Smart Lists may be deleted from the system only after they are no longer in use by any other element of the system. This includes the possibility of being reintroduced into usage, such as if something using that Smart Lists has been deleted, but still has the potential to being reverted to active use. Items that you wish to remove, but are still in use are recommended to be deprecated.

Deprecate Smart Lists

Smart Lists that you deprecate have no change to their functionality. Deprecated Smart Lists signify to users that, if possible, such Smart Lists should be avoided for use.

Connected Services

Email Setup - Connecting to AWS SES

While Marketing Core gives you the tools to design, build, and send emails all from one place. You will still need to set up an Amazon Web Services SES Account if you wish to send emails directly from Marketing Core. Once you have your AWS SES Account setup, add your connection settings by going to Marketing Core -> Application Configuration -> AWS SES (Email) Settings.