OCTO Ops Help User guides and product documentation

Marketing

Run marketing campaigns, and look up marketing emails and resources.

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Marketing is the module for campaigns and the emails and resources linked to them.

What you can do

  • Run a campaign end-to-end — add customers to it and create a campaign email. See Campaigns.
  • Look up marketing emails and resources. See Emails & Resources.

Before you start

Marketing is not governed by permission groups. Any member of an organization with the Marketing module enabled can use its screens.

Current limitations

  • A new resource can't be created directly from Emails & Resources. See Emails & Resources.
Last updated 23rd September 2026