E-Marketing for the Sage SalesLogix Client: Send Email Blast Tab

This page explains the features of the Sage SalesLogix E-Marketing Send Email Blast tab.

  1. In Send Email Blast tab, use the Email section to select your template from the Template drop-down list, enter the subject line for your email blast, and add a Personal Message if applicable.
  2. The Preview button opens a new web page with a preview of the template selected in the Template drop-down list.
  3. The Edit button opens the Sage SalesLogix E-Marketing Template Editor, where you can edit the template selected in the Template drop-down list.
  4. The Import button allows you to browse for an import your own HTML file to send as an email blast through Sage SalesLogix E-Marketing.
  5. In the Tag section, you can use the option button and drop-down list to select one of your existing Sage SalesLogix tags for your email blast.  Or, use the option button for New and enter a new tag name.  Click Manage Tags to rename, edit or delete Sage SalesLogix tags.
  6. There are three types of Targets you can send to.  Select the option button for Contacts, Leads or Campaign, and then use the drop-down list to select specific targets for your email blast.
  7. Under Delivery, you can choose to Send Now (which will queue the email blast for immediate delivery).  (See below for further options.)  When you click this button, the following confirmation screen appears.  Click Yes to proceed and send your email blast.

  8. The Schedule Send option opens a calendar from which you can choose the date and time of your email blast.


    Choose the date and time using the drop-down list, then click OK.  A confirmation window will appear similar to the Send Now option, except that the “When” field now reflects the time you specified.  Click “Yes” to schedule your send for the time specified.

  9. Send As allows you to send on behalf of another Sage SalesLogix user.  When you click Send As, the following screen appears:


    You now have the following option

    • From the drop-down list, choose the Sage SalesLogix user on whose behalf you would like to send the email.  All Sage SalesLogix users must be tied to Sage SalesLogix E-Marketing users in order for you to send on their behalf.  In other words, only Sage SalesLogix users who have E-Marketing user IDs will appear in this drop-down list.
    • Choose the “Account Manager of target” option button to send on behalf of the record manager for each Sage SalesLogix target to whom you are sending.  Note: if you select this option, make sure all of the Sage SalesLogix Account Managers are connected to active users on your Sage SalesLogix E-Marketing account.  Otherwise, the email will appear to be from the user who is doing the Send As.
    • Choose “Custom Field.”  If your Sage SalesLogix database has a custom field tied to particular Sage SalesLogix user names, you can use that Custom Field setting here in a similar manner to the Record Manager.  (For instance, you might have a field in your Sage SalesLogix database called “Account Executive” that, for each contact, contains the name of one of your Sage SalesLogix users.)  The same rules apply for the Custom Field setting as it does for the Account Manager option: the Sage SalesLogix user in the custom field must be connected to a Sage SalesLogix E-Marketing user on your account.

After you have selected which user(s) to send as, choose your delivery time: either now or scheduled for the future.  (See previous section for information on what the scheduled send will look like.)  Then, enter your account password, and click Next.  A confirmation screen will appear.  Click “Yes” to confirm, and you will see a final Send As confirmation screen.  Click Continue to send (or schedule) your email blast.

  1. The Account button allows you to adjust certain options on your Sage SalesLogix E-Marketing account