From within ConnectWise, navigate to Marketing > Marketing Manager.
Find and select the contacts to whom you would like to send your message, either by using a marketing group or the filtering and sorting capabilities in Marketing Manager. Watch this short video from ConnectWise if you'd like a refresher on how to do this.
Click the Marketing Manager icon to proceed to the next step.
Make sure Send Emails is checked.
Attach a marketing campaign by clicking the Search icon next to the Campaign field to select a marketing campaign.
Important: There are two places where you can select a marketing campaign on the Marketing Manager screen. One is in the upper right corner (directly under the toolbar, to the right of the Send Emails checkbox) and the other is at the bottom of the screen under Create Activity. In order for Nex.to to work, you must attach the marketing campaign to your email message using the Campaign field in the upper right corner of Marketing Manager!
Set up the message that you'd like to send, e.g. adjust the From Name, Email Address, and Subject.
Click the Source button displayed in the toolbar within the Email Body field to switch the HTML editor into source mode. (You'll know you're in source mode, when the Source button continues to be highlighted)
Paste your campaign's HTML into the Email Body field provided. Important: Once you've pasted in your HTML, we recommend not clicking the Source button a second time to switch the editor out of source mode and back into preview mode, as we've found this can alter your campaign's HTML and cause unexpected formatting and display issues.
Once everything is set, click the Process Requests button .