Please watch the video tutorial for an overview

Video: - Marketing Overview

Basic Requirements

1. You must collect names, addresses, and email addresses for your clients.
    
2. You should define a grouping policy that will suit the way you wish to classify and market to your clients. see video - Groups
    
3. We recommend that you use Microsoft Outlook as your email program as it has features to help you manage your emails more productively.

Marketing Wizard

Once you have your client base organised, use the Marketing Wizard to send a group letter, create a mailing list, or other function available at the Wizard.

See:

1. Platform
2. Reports
3. Marketing
4. Marketing Wizard

Email Marketing

SoEasy provides the ability to export a list of email addresses. From here it is up to you or your IT department to sort out the best way to send emails to your clients.

Sending Emails

You can use Microsoft Outlook to send emails. See this link for a step by step guide.
You may also Google for more tutorials.

One product that we have had a lot of success with is http://www.listmessenger.com/

If you would like a managed service of List Messenger you may like to check ListMessenger.net. For a small fee this organisation will help you send your emails without the hassles.