Setting Up

The Marketing CRM modules are available as options in your CRM.

To set up the Marketing CRM Modules in your system, go to Setting / Manage Subscription, and click ‘Yes’ for either Simple Marketing or Advanced Marketing, then Save Changes.

Add the Marketing CRM Module to your Subscription

User Permissions

If you have User Permissions Levels enabled (a feature of the Professional and Enterprise plans), before you start using the Marketing module you will need to determine who is allowed what access to the system, including yourself.

Go to Settings / User Settings then User Profiles and select the User Profile you wish to update. You will see three fields that control access to Your ‘Own’ data, your ‘Group’s’ data and ‘All’ data. If all are set to the default, “None”, then Users with that User Profile will not be able to access the Marketing module. Give yourself ‘Write’ access to all three to set the system up, then log off and log back on again.

If you do not have User Permission Levels enabled everyone will have access to the Marketing module.

About DNS Settings for Email Marketing

If you are sending a lot of marketing emails, say 10,000 a month or more, you can improve your Sender Reputation and deliverability by creating DKIM and SPF entries in your domain’s DNS settings.

When our Email Marketing CRM module sends out your marketing emails, it sends them through a third party bulk emailing system called SendGrid. We use SendGrid both to deliver emails and to track opens, clickthroughs, bounces and unsubscribes.

Without the extra DNS entries some email clients will show the ‘From’ field in the emails as “Sent by Really Simple Systems on behalf of” and then your email address. If you are only sending a few emails out every month, this isn’t a huge problem.

However, if you are sending 10k plus emails each month it’s worth adding DKIM and SPF entries to your domain’s DNS settings. These settings tell the recipients’ email servers and spam filters that the sending mail server is authorised to send emails on your behalf, and isn’t spam.

To make these setting you will need access to the DNS server that maintains your domain. This is normally done by your IT department or whoever manages your website. If this isn’t you, forward this page to the correct person.

Creating the DNS Entries for your DKIM and SPF Records

The entries for your DKIM and SPF settings are maintained automatically by SendGrid. To enable SendGrid to do this you need to create three CNAME records on your DNS settings.

Please contact our Customer Support Team who will create the values for CNAME records and send them to you.