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!

04/07/2023 14©2011 SugarCRM Inc. All rights reserved.

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.