---
title: "Marketing Settings in ClearCRM"
description: "This article explains the list of Marketing Settings in ClearCRM"
url: https://help.clearcrm.com/en/articles/10839005-marketing-settings-in-clearcrm
collection: "Marketing"
updated: 2026-07-14
language: en
---

# Marketing Settings in ClearCRM

This article explains the list of Marketing Settings in ClearCRM

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.

## **Accessing Marketing Settings**

-   Navigate to **Setup** from the left menu.
    
-   Click **Marketing Settings** to open the settings page.
    

## **Available Marketing Settings**

Upon opening this section, you’ll see a list of different marketing configuration options:

1.  **General Setting** – Includes a key option for requiring phone numbers for leads.
    
2.  **Category** – Manage categories related to marketing assets, forms, and automation builders (marketing campaigns).
    
3.  **Email Templates** – Create and store reusable email templates for automation builders (marketing campaigns).
    
4.  **SMS Templates** – Set up predefined SMS templates for messaging.
    
5.  **Email Configuration** – Adjust email settings for proper delivery and integration.
    
6.  **Email Sending Limit** – Control the number of emails that can be sent in a specific timeframe.
    
7.  **Form Custom CSS** – Apply custom styling to forms for brand consistency.
    

## **Default Page: General Setting**

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.
    

## **Managing Marketing Settings**

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.