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SugarCRM User Group February 28 th Topic: Email Campaigns Part I
| Date post: | 24-Apr-2015 |
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Technology |
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SugarCRM User Group
February 28th
Topic: Email Campaigns Part I
Today’s Speakers
Bill HarrisonCEO & FounderEpicom
Corporation
Twitter: @follow_bill@epicomcorp
Eric WikmanEngineering
ManagerEpicom Corporation
Agenda
• Learn best practices for configuring and setting up email in Sugar. – Why it’s important!
• SugarCRM training on:– Email setup and management (Admin)– Schedulers and Workflows as it pertains to email– Bounce mail and SMTP– Email settings
• Q&A with presenters and Epicom engineers
Upcoming User Groups
• Tuesday, March 6th: Email Campaigns Part II– Campaign Management Training in Sugar
• How to create email templates and newsletters, embed tracker links, and create target, suppression, test, and seed lists in Sugar.
• Tuesday, March 13th: Email Campaigns Part III– Advanced campaign management and reporting
• View status of your campaign and tracked links• Learn about integrated solutions for extending your email
marketing
Steps toward Better Campaign Management
Configure email and work with IT
Update user’s email settings
Create target lists and content
Train and increase user acceptance
Email Campaign Management
The first, and often biggest, challenge of email
marketing is getting your message delivered
successfully
Steps in Email Delivery
Internet
SugarCRM
SMTP Server
Receiving Mail
Server
Mail Client
Some popular methods for filtering and refusing spam include email
filtering based on the content of the email, DNS-based blackhole lists (DNSBL), greylisting, spamtraps
In recent years, mainly due to concerns over spam and a general trend towards centralization, problems have arisen for small organizations and home users wishing to run their own email server.
As of 2011 many ISPs pre-emptively block outgoing connections to TCP port 25 on domestic
connections, and larger email providers have increasingly stringent requirements for other
servers that wish to transfer emails to them. For example: reverse PTR records of the sending mail server are often checked before accepting mail. The PTR record must be set up by the ISP, which may refuse this request to a small-business or
domestic user.
Other problems encountered by small mail-servers include zealous use of
blacklisting and a presumption of guilt by blacklisting services and large email
providers, which classify "new" servers as spammers by default. Such measures have inevitably reduced the overall
number of small email-servers, and some end-users have opted to outsource to
paid services instead, exacerbating[citation needed] the problem for those not wishing to
outsource.
CAN-SPAM Act of 2003
• Unsubscribe compliance– A visible and operable unsubscribe mechanism is present in all
emails.– Consumer opt-out requests are honored within 10 days.– Opt-out lists also known as Suppression lists are only used for
compliance purposes.
• Content compliance– Accurate from lines (including "friendly froms")– Relevant subject lines (relative to offer in body content and not
deceptive)– A legitimate physical address of the publisher and/or advertiser is
present.– A label is present if the content is adult.
• Sending behavior compliance– A message cannot be sent through an open relay– A message cannot contain a false header
Conclusion:Regardless of your delivery
method
Don’t Send Spam!
One Option: Use a Commercial MTA
• Amazon SES – very affordable, but little customer service
• InBox 25 – Has an integration with SugarCRM
Determine Your…
1. Newsletter, Email, or non-email based campaigns in Sugar
2. Define campaign targets and build lists using Sugar
3. Create content that will both engage your targets and won’t end up in the spam folder
CampaignType
CampaignTargets
CampaignContent
Why worry about this stuff…
• Schedulers and workflow triggers depend on it
• Controlling and understanding batch email quantities and send times can keep you out of the spam folder
• Campaign management done effectively and consistently will lead to better metrics
SugarCRM Training
Topic: Email Campaigns Part I• Email setup and
management (Admin)• Schedulers and
Workflows as it pertains to email
• Email Que, Bounce mail and SMTP setup
• Navigating and overview of the Campaign module
DEMO in Sugar
