Invelo's Help Desk

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Invelo's Help Desk

Marketing

Marketing

Create and manage marketing campaigns to engage prospects and buyers, helping you generate leads and drive sales.

Getting started with marketing campaigns

Campaign Preparation

Create a sender profile

Understanding campaign data points in Invelo

Invelo Marketing Campaign Troubleshooting

Communicate legally with prospects and leads

Create a Campaign

Create text message sequences

Create email sequences

Create direct mail sequences

Batch your marketing campaign audience

Create a marketing audience using filters

Unenrolling records that re-enter a campaign

Check status of your marketing campaign

Processing marketing batches and send dates in Invelo

Manually enroll a record into a campaign

Unenrolling a record from a campaign

See more

Marketing Templates

Edit a pre-made Invelo direct mail template

Download the proof of your direct mail template

Create an SMS template

Create and manage custom outreach templates

Create Campaign: Sequences

Add sequences to your marketing campaign

Marketing campaign monitoring

Create and manage external sources