# Marketing

> [HTML Version](marketing.html)

The **Marketing** workspace is a part of the [BRIX CRM](crm-functions.md) system solution and is used to send email newsletters and manage your customer base from the BRIX interface.

In the **Marketing** workspace, you can:

- Send bulk and trigger emails to specific customer segments, e.g., notify about changes in product or service prices, promotions, webinars, etc.

- Implement long-term customer support: send newsletters, announce updates, etc.

- Form customer segments based on contact data from any system app, as well as from external systems using API methods.

- Create full-featured email templates using the built-in email editor.

- Determine customer activity and their interest in a product or service.

An external email service is used to send emails. You can connect a ready-made module or configure a custom integration module. The data will go through it to the email service, which will send emails to the clients’ addresses.

**(marketing-1.png)**

## How the workspace is organized

The workspace includes:

- [Preference categories](preferences.md) app. It stores a list of thematic categories for mailings to clients.

- [Subscribers](subscribers.md) page. All clients who have agreed to receive newsletters are displayed here.

- [Segments of subscriber emails](mailing-lists.md) app. It allows you to form segments of customer emails filtered by some criteria.

- [Customer journey maps](create-journey-map.md) page. Here you can create trigger emails, which are executed according to a specified scenario and launched by a configured trigger. The page is only available in the On-Premises edition.

- [Bulk email campaigns](campaigns.md) app. It allows you to create campaigns to send emails at a scheduled time to all subscribers of a selected segment.

- [Email templates](templates.md) app. Here you can create letter templates used in email campaigns, as well as import ready-made templates from a connected email service.

- [Engagement](marketing-report.md) report. Here you can view statistics on each bulk or triggered campaign sent.

## Initial workspace configuration

Before you start using the workspace, perform the following settings:

1. Connect the integration module with the email service or messenger. You can set up a [custom module](create-extention.md) of integration with an email service or messenger using API methods. Such a module will allow to perform both bulk and triggered campaigns available in the On-Premises edition. Read more about configuring the integration in [BRIX TS SDK](https://tssdk.brix365.com/en/latest/modules/_301_integration_marketing_.html).

2. [Configure the Marketing workspace](marketing-settings.md):

	- Specify the rules for determining subscribers for sending email campaigns.

	- Restrict permissions to configure email templates.

3. Create [email templates](templates.md) using the built-in [email editor](template-editor.md) or import them from a connected email service.

4. Create [preference categories](preferences.md), i.e., a list of subjects for email newsletters that users will agree to receive.

5. Create a [database of subscribers](subscribers.md) to which the emails will be sent.

## Work with the workspace

The responsible employee performs the following procedure in the configured workspace:

1. Create [subscriber segments](mailing-lists.md) from a ready-made customer base. Subscribers included in the segment will receive email newsletters. Segments are formed according to some criteria. For example, you can create a segment of new customers to send them an invitation to a webinar.

2. Create [email templates](templates.md) in the [email editor](template-editor.md) or import them to send to your subscribers.

3. Then create email campaigns of the following type:

	- [Bulk](campaigns.md). It sends emails at a scheduled time to all subscribers of the selected segment.

	- [Trigger](create-journey-map.md). It is available in the On-Premises edition. This type of campaign is performed according to the scenario defined in the customer journey map.

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Customer journey maps are available only in the On-Premises edition.

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Statistics for each bulk or trigger email are available in the [Engagement](marketing-report.md) report. There you will see the data on sent emails, as well as the number of click-throughs.

5. Determine the activity of a certain contact on their page using the [Email campaigns](campaigns-widget.md) widget, which also displays email statistics.

Thus, you will be able to create segmented groups of subscribers from your contact database and quickly send emails from the BRIX interface.