Documentation

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Basic Query
Learn a Basic ClientBase Query

CBMS FAQ
CBMS Frequently Asked Questions

CBMS Tips on Marketing Codes
CBMS Tips on Marketing Codes

CBMS v4.3 Release notes
Enhancements/Features in ClientBase Marketing Services Release v.4.3

ClientBase Marketing Services Manual
Set Up and Usage for ClientBase Marketing Services

Email Deliverability
FAQ’s on Email Deliverability

Global Modify for Marketing Codes
Globally Modify Your Marketing Codes

Query for Marketable Profiles
Learn how to query for profiles that can be used for marketing

Query for Promo Clicks
Query for Promo Clicks in the Last 14 Days

Shore Excursions in TouchBase and In Touch
How to use triggered emails for Shore Excursions in TouchBase and In Touch

Uncheck Marketing Permission for Clients that Opt Out of Promotions
How to Uncheck Marketing Permission for Clients that Opt Out of Promotions