Closing the Loop: Simple Campaign Management | SugarCon 2011
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Transcript of Closing the Loop: Simple Campaign Management | SugarCon 2011
Closing the Loop: Simple Campaign Management
Kim Miller
©2011 SugarCRM Inc. All rights reserved.
©2011 SugarCRM Inc. All rights reserved.
What We’ll Cover
Planning for CampaignsConfiguring Sugar for Campaigns
Email and SchedulerCreating Target Lists
Using ReportsGetting it Done Quickly - Campaign WizardExecuting the CampaignBest Practices!!Q&A
04/07/2023 3
Planning
What is the goal/objective?Determine content for the emailGet proper URLs to include in the email and check if they are validNotification to Your IT Team and Sales
Name of campaignTime/date to be sentSize of campaign (target list)Information releasedSystems targeted/affected
04/07/2023 4©2011 SugarCRM Inc. All rights reserved.
Configuring Sugar for Campaigns
Configuring outbound email settingsConfiguring campaign email settingsSetting up bounce handlingChecking the scheduler
Run Nightly Mass Email CampaignsOn the hour; From 2:00 to 6:00What are your mail provider capabilities?Does your provider throttle the amount of emails you can send per day?
04/07/2023 5©2011 SugarCRM Inc. All rights reserved.
Demo
Configuring outbound email settingsConfiguring campaign email settingsSetting up bounce handlingChecking the scheduler
04/07/2023 6©2011 SugarCRM Inc. All rights reserved.
Creating Target Lists
Targets, Leads, Contacts, AccountsCreate from Reports
Default: A list of people who are the campaign targets and receive the campaign email.Seed: A list of people who need to receive the campaign email but must not be tracked as potential leads. Test: A list of people who will receive a campaign email to test it before it is sent out to the default list.Suppression: A list of people you want excluded from the campaign email recipient list. Notes:
Test and seed lists are ignored in email tracking statistics.Users included on test and suppression lists will not receive the executed email.
04/07/2023 7©2011 SugarCRM Inc. All rights reserved.
Demo
Creating a target list using the reports module and search/select
04/07/2023 8©2011 SugarCRM Inc. All rights reserved.
Pulling it Together: Campaign Wizard
Campaign HeaderIdentify the campaign
BudgetSpecify budget and revenue expectations for ROI
TrackersTrack click-thrus
TargetsSelect or create target listsCan save the campaign
MarketingSelect or create email templateEdit email templateInsert tracker URLs
Test and ExecuteSummary
View campaign summarySend tests and emails
04/07/2023 9©2011 SugarCRM Inc. All rights reserved.
Demo
Creating a campaign with the campaign wizardExecuting the campaign
04/07/2023 10©2011 SugarCRM Inc. All rights reserved.
Test and Execute the Campaign
Email marketing record status must be Active!Click Send Test
Test, Test, Test!! (before the final Send)View the email in different email clientsTest all linksSpell check!Check header, subject line and content for errors
Click Send EmailsSelect the marketing email record and then click Send
04/07/2023 11©2011 SugarCRM Inc. All rights reserved.
Email Campaign Status and ROI
Viewing and monitoring statusUsing chart filter to view status for each email
Tracking return on investmentReview real-time revenue attributed to campaign
04/07/2023 12©2011 SugarCRM Inc. All rights reserved.
Demo
Viewing campaign statusTracking ROI
04/07/2023 13©2011 SugarCRM Inc. All rights reserved.
Best Practices
Work with ITRun campaigns during quite timesSend emails in batches of 500 or less to avoid spam filtersPost an HTML version of your newsletter on your website (“Having trouble reading this email?...Click here”)Host images and documents on a public-facing serverCheck out online tips/tricks on avoiding spam filtersTest, test, test!
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Summary
Plan the campaign contentUse the Campaign Wizard!Follow best practices and test your campaignAdditional Resources
www.sugaruniversity.comOnline LibraryRecorded Webcast
kb.sugarcrm.com
04/07/2023 15©2011 SugarCRM Inc. All rights reserved.