---
title: "Introduction to ClearCRM Marketing"
description: "This article provides a general overview of the Marketing in ClearCRM"
url: https://help.clearcrm.com/en/articles/10770081-introduction-to-clearcrm-marketing
collection: "Marketing"
updated: 2026-06-30
language: en
---

# Introduction to ClearCRM Marketing

This article provides a general overview of the Marketing in ClearCRM

## **Accessing the ClearCRM Marketing**

The **Marketing** is located in the main navigation menu below **CRM**. Clicking on it expands the following sub-sections:

1.  **Marketing Dashboard** – Provides a summary of ongoing campaigns, audience engagement, and key performance metrics.
    
2.  **Segments** – Allows users to categorize contacts based on specific criteria for targeted marketing.
    
3.  **Assets & Forms** – Used to create and manage marketing assets such as landing pages, sign-up forms, and downloadable content.
    
4.  **Email Templates** – A library of pre-designed email layouts that can be used in marketing campaigns.
    
5.  **Automation Builder** – The core of marketing efforts, where users can create and manage email, SMS, or multi-channel campaigns.
    
6.  **Channels** – Defines the different communication methods available for marketing (e.g., email, SMS, social media).
    
7.  **Lead Scoring** – Assigns numerical values to leads based on their engagement and behavior, helping sales teams prioritize high-value prospects.
    
8.  **Stages** – Defines the lifecycle stages of leads and customers, ensuring a structured approach to lead nurturing.
    
9.  **Marketing Settings** – Provides customization options for configuring default behaviors and integrations in marketing campaigns.
    

## **Purpose of ClearCRM Marketing**

ClearCRM Marketing helps businesses create, automate, and track marketing campaigns. By leveraging segmentation, lead scoring, and multi-channel outreach, companies can enhance engagement, generate high-quality leads, and drive conversions effectively.

Marketing plays a vital role in aligning marketing and sales efforts, ensuring that leads are nurtured and moved efficiently through the sales funnel.