The Marketing Settings section in ClearCRM provides essential configuration options for managing marketing-related features, such as categories, email and SMS templates, and form customization.
Navigate to Setup from the left menu.
Click Marketing Settings to open the settings page.
Upon opening this section, you’ll see a list of different marketing configuration options:
General Setting – Includes a key option for requiring phone numbers for leads.
Category – Manage categories related to marketing assets, forms, and automation builders (marketing campaigns).
Email Templates – Create and store reusable email templates for automation builders (marketing campaigns).
SMS Templates – Set up predefined SMS templates for messaging.
Email Configuration – Adjust email settings for proper delivery and integration.
Email Sending Limit – Control the number of emails that can be sent in a specific timeframe.
Form Custom CSS – Apply custom styling to forms for brand consistency.
When you first enter Marketing Settings, the General Setting page appears by default. This page includes a single setting:
Lead Required Phone – Choose whether a phone number is required when adding a new lead (Yes/No).
Click Save to apply any changes.
To configure different aspects of marketing in ClearCRM:
Click on any of the listed settings to navigate to its dedicated page.
Modify the settings as needed to align with your marketing strategy.
This section helps ensure all marketing-related tools are properly configured for seamless campaign execution.
