Creating an Campaign

Creating an Email Campaign

Contents

Step One – Determine who you are sending the Campaign emails to

Step Two – Create and Save a Report or Search Step Three – Create your Campaign

Step Four – Create/Select your Target List Step Five – Create a Tracker URL

Step Six – Create the Email Marketing Item Step Seven – Test and send your campaign email Step Eight – Campaign Results

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Step Two – Create and Save a Report or Search

Create and Save a Report or Search which lists/filters only the contacts you want to send the email to (this is strongly recommended when you are emailing more than a handful of people).

For Leads and Contacts, you can perform a search in the list view and use the ‘Target List Submission’

panel to mass add the selected Lead and Contact records to an existing Target List:

 If you are using a new target list for this campaign and will be adding leads/contacts via the Target List Submission, make sure you create the target list first. You can create a new target list from the Campaign Shortcuts.

Your other option is to create and save a report. Click the ‘Add to Target List’ button to add the resulting records to an existing target list [1], or to create a new Target list [2]:

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 The ‘Add to Target List’ option is only available for Row and Column Reports

Step Three – Create your Campaign

Use the Create Campaign (Classic) button to create your campaign

Fill out the required fields:

Name: name your Campaign

Status: Select the current status of the campaign – this is the status that appears in the list view and does not determine whether or not the campaign is sent out.

End Date: this date is for internal purposes and does not determine when the campaign is sent out.

Type: Select Email for an email campaign

Click Save. You will now see the related Campaign items below: Target List, Tracker URL, Email Marketing

Step Four – Create/Select your Target List

A target list is the group of people you want to send the email to. Click the ‘Create’ button to create a new target list or ‘Select’ an existing one from Step Two.

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o Suppress - By Id: List of people to exclude from the Campaign email by record ID.

o Suppress - By Email Address: People to exclude based on email address.

o Suppress - By Domain: If selected, a field will appear called "No emails to Domain". Enter the domain name you want to suppress. Ex: to suppress anyone with an email address of [email protected], enter yahoo in the domain field.

 It is a best practice to always have a Default and Test List.

To add to your newly created target list, you can follow the instructions in Step Two, or click into the target list and manually add contacts by clicking the Select button:

Step Five – Create a Tracker URL

Tracker URL: this is optional. If you want to insert a URL link into your email and track the recipient response (IE: track whether or not they click on the URL link) give the URL a name (Tracker Name) and enter the URL (Tracker URL). This link will be added in the email template.

 Make sure the Tracker Name only contains alphanumeric characters.

 An Opt-out link will automatically be added to the email template you create, so it is not necessary to create an opt-out tracker link.

Step Six – Create the Email Marketing Item

Email Marketing: This section contains the information about the email you are sending out.

Name

Status: Active

Bounce Handling Account: select a bounce mailbox from the dropdown.

From Name: The From name of the person or organization you want to appear on the email.

From Email Address: The Email address you want the email to appear as coming from.

Reply to Name: The reply to name on the email when a recipient replies to your email.

Reply to Address: The reply to email address when a recipient replies to your email.

Start Date and Time: determines when the emails are sent to the queue to begin going out.

Send this Message to: select the Target Groups you want to receive this email. Make sure to also select the Test group so that you can send a test email first.

Email Template: this is the email you want to send out. Click Create to create a new template or select an existing template.

 Campaign email templates will only support variables from the Contact/Lead/Target modules.

 Tracker URLs can only be added to a template from within the Email Marketing area. If you have a previously created email template, you can select it from the dropdown and click the Edit button to add the trackers.

Step Seven – Test and send your campaign email

It is a best practice to click the ‘Send Test’ button to send out a test email.

If the Email comes through ok, then go back to the campaign and click the ‘Send Emails’ button to send out your campaign to your default Target List.

Step Eight – Campaign Results

Click the View Status button to view the campaign status and determine its success.

Message Queue: A list of email still in queue

Message Sent/Attempted: A list of emails sent/attempted

Viewed Message: A list of the recipients who Viewed the campaign email Click-thru Link: A list of recipients who click on a Tracker URL link

Leads Created: leads ‘created’ by this campaign. If there is a Target record with the campaign field populated with this campaign, and it is converted into a Lead record, it will appear in the results.

Contacts Created: contacts ‘created’ by this campaign. If there is a Lead record with the campaign field populated with this campaign and is converted into a Contact, it will appear in the results.

Bounced Messages, Invalid Email: Emails that bounce due to an invalid email. This will only be tracker if the administrator has scheduled a job to track bounced emails.

Bounced Messages, Other: Emails that bounce due other reasons. This will only be tracker if the administrator has scheduled a job to track bounced emails.

Opted Out: A list of recipients who opted out of the campaign email.

Suppressed by Email Address or domain:

Leads: If the campaign field of the lead is populated with this campaign, it will appear in the results.

Opportunities: opportunities ‘generated’ by this campaign. If the campaign field of the opportunity

record is populated with this campaign, it will appear in the results.

Click the View ROI button to display the campaign return on investment. This is based on the Closed/Won opportunities generated from the campaign.

This chart displays the actual revenue (closed won opportunity

amounts) versus the expected revenue generated from the campaign,

as well as the actual cost of running the campaign versus the budget

allocated for the campaign (from the fields populated in the main

campaign setup screen).