Marketing & Sales

Channel Types

What are Channel Types?

Channel Types refer to the different avenues to connect with your target audience. These channels can include things like email newsletters, marketing emails, and even text messages.

For example, your account is pre-configured with the following channel types:

Annual Review Email
Email
Text

Adding Channel Types

From the left-side main menu, click the Settings tab > Advanced Setup
Go to Marketing & Sales section > click Channel Types
From the Channel Types page > click New button
Complete the New Channel Type form
1. Name
2. Description optional
3. Delivery Style
  1. Email
  2. Direct Mail*
  3. Text Message
4. Click Save

Editing Existing Channel Types

Select the Chanel Types section
Go the Action Menu > select Edit for the chanel type you wish to edit.
Complete the Edit Channel Type form
1. Name
2. Description Optional
3. Delivery Style
  1. Email
  2. Direct Mail*
  3. Text Message
4. Click Save

Merge Channel Types

From the left-side main menu, click the Settings tab > Advanced Setup
Select the Marketing & Sales section > click Channel Types
From the Channel Types page > click
Complete the Merge Lead Sources form
1. Merge From
2. Merge To
3. Remove original Channel Type after merge recommended
4. Click Merge.

Screenshot: Merge Channel Types