Automated Email Campaign is a visual drag & drop interface that allows you to build a Nurturing or Touch campaign from start to finish with minimum effort. Touch campaign or Nurturing campaign is a series of emails sent out to your customers every day or at an scheduled intervals. These Campaigns can be sent to groups or an account or contact filter. Whether your business needs a single touch campaign or multiple touch campaigns to plan your Sales and Marketing strategy, Soffront Automated Campaign designer fits all your requirements.
This article helps you to understand Automated Campaign designer features and how to create a campaign.
Follow the Steps to create an Automated Nurturing Campaign
- Under Marketing menu, mouse-over Email Marketing then Click on Automated Campaigns.
2. This page contains the list of previously created campaigns. Click on the Add button to create a new Campaign.
3. There are four types of campaigns you can create.
- Touch Campaign Automation
- Birthday Campaign Automation
- Web Form Automation
- Landing Page Automation.
3. Mouse Over the templates then click on Use this template to select the type of template you want to create.
In This Article, we will create a Touch Campaign Automation.
- Give your Automation Campaign a name.
2. Click on the pencil icon beside Touch campaign to add touch campaign details.
- Target By: Group/Contact Filter/Account Filter, you can select up to three groups or one Contact or Account Filter.
- From Name: Name of the campaign builder will be added here.
- From Email: By default email address of the campaign builder will be added, click on the drop-down to select a different email address or verify and add an email address.
- Campaign Type ( Optional): Select a campaign type from the list or click on Manage to add a new type.
- Send on weekdays only ( Mon-Fri): Check the box if you want to send out the campaigns only during the weekdays.
- Click on Save once you have added all the options.
3. Click on the pencil icon beside Wait. Then add the number of days you want to wait before sending out the email. Because it is the very first email you can keep the wait as zero days.
4. Click on the pencil icon beside Send Email. Select Drag-and-Drop or Legacy according to the template you want to select.
For Drag-and-Drop Builder
- Select template Category from the list then selects the Template name that you want to use from the drop-down list. After that click on the Select button to go next.
- It will take you to the Template Info page, Click on Next to review the template.
- Make sure you have the correct template then click on Save.
For Legacy Builder
- Select Legacy Template as the template Category from the list then select the Template name that you want to use from the drop-down list.
- Review the template info and its design and then click on Save.
5. Click on the pencil icon beside Wait. Then add the number of days you want to wait before sending out the next email.
6. Click on the pencil icon again beside Send Email option of the next email and follow the steps under point 4 to add another email template.
This way you can create a simple touch campaign and execute it. On the left-hand side of the Automated Campaign page, there is a toolbar that contains various decisions, and actions, these will help you to design the desired Touch Campaign.
Decisions:
Decisions toolbar has options that you can apply on a Send Email. To add a decision, drag and drop the decision option on the canvas. Click on send email envelope icon and connect it to the decisions icon. Decisions do not work on one-off emails.
i) Link Clicked: Link clicked decision item is used to qualify people by the criteria whether they are clicking on the link provided on a particular email message or not. If you have more than one link in your email message, you can add the link in the box for which you need a yes or no decision. Link click decision block has two paths under it, Yes and No
Actions you want to perform after any recipient click on the link provided in the email message or on your website should be added under Yes.
Actions you want to perform if any recipient does not click on the link provided in the email message should be added under No.
ii) Email Opened: Email open decision item is used to qualify contacts by the criteria whether they are opening a particular email message or not. Email opened decision block has two paths under it, Yes and No. It can be added after Add touch Mail.
Actions you want to perform after any recipient opens the email message should be added under Yes.
Actions you want to perform if any recipient does not open the email message should be added under No.
iii) Unsubscribed: Unsubscribed decision item is used to identify the contacts who are not interested to get an email from your Organization. Unsubscribed decision block has two paths under it, Yes and No. No path is always disabled because this is not applicable for the Unsubscribe decision block.
Actions you want to perform after any recipient unsubscribes from your email message should be added under Yes.
iv) Score Reached: Score Reached Item is used to identify the contacts who have scored or exceeded a particular Lead score point defined by you. This is directly connected to your lead score points and can add points or deduct them depending upon the lead score point setup. The score reached decision block has two paths under it, Yes and No.
Type in the score reached point then click on Add. You will notice that there is only one option “yes” under Score Reached box “No” path is always disabled because this is not applicable for the Score Reached block.
Actions you want to perform after the Score has been reached should be added under Yes.
Note: You can add all four decisions to a Send Email Block.
Actions:
Actions are activities you can add to the touch campaign to perform automatically without user intervention. You can add actions after any decision block to define the set of tasks the touch campaign should perform once that decision criteria has been fulfilled. Soffront provides eight such actions.
i) Wait: Here you can specify how long you want to wait for the next action to take place. After waiting action, you would need to add another action such as sending an email or notify to complete the flow.
ii) Send Email: Send Email action can be added after a Yes or No decision, it will automatically add a wait block action before the Send email block. This action sends a single email message to the recipients depending on their decision.
Send Email can also be added to the main flow of the campaign to add more messages.
Example: After the touch campaign recipient clicks on a link they get an email, as well as several other messages, that can be added after the first message using Send email option.
iii) Change Group: This action can be added to a path after any decision block. This action allows you to automatically associate people with a certain group or remove them from a group or move them to a new group from the current group.
Change Group action can be added anywhere in the Automated Campaign after Link Clicked, Email Opened, Unsubscribed or Score Reached decision block.
Select the Group drop-down list that populates all the Groups which are in Active status. If you want, you can create a new group also by clicking on the plus icon beside the Select Group drop-down list.
iv) Add Note: Add Note action can be added in a path after any decision block or Web Form event. This action automatically adds a Note against the qualified Account.
Add Note action can be added anywhere in the Automated Campaign after Link Clicked, Email Opened, Unsubscribed or Score Reached decision block.
While configuring Add Note action, Add Note dialog opens up this is available throughout the Soffront CRM application. Note type drop-down list populates all the available note types.
v) Notify: Notify action can be added in a path only after decision block or Web Form event. This action automatically sends a notification email to the responsible person.
Notify action can be added anywhere in the Automated Campaign after Link Clicked, Email Opened, Unsubscribed or Score Reached decision block.
You can configure an automatic notification email for the Campaign Sender or Sales rep of the qualified Account or for any User.
vi) Add Task: Add Task action can be added in a path after any decision block or Web Form event. This action automatically adds a Task against the qualified Account.
Add Task action can be added anywhere in the Automated Campaign after Link Clicked, Email Opened, Unsubscribed or Score Reached decision block.
You can assign the task to the concerned person who would be responsible for completing that task and also set a reminder in the form of either email or pop-up.
vii) Update Field: Update action can be added in a path after any decision block or Web Form event. This action automatically updates fields of Accounts or Contacts records.
Maximum four fields can be updated for Accounts or Contacts. While choosing fields for an update either you have to select a field from Accounts or fields from Contacts.
vii) Assign: Assign action can be added in a path only after decision block or Web Form event. This action allows you to automatically assign the Account to the responsible person.
You can pick the responsible person to whom you want the Account should be assigned automatically from a drop-down list.
This field allows you to search a user as well.
viii) Convert: Convert action can be added in a path after any decision block or Web Form event. This action allows you to automatically convert the Account status as per your organization’s need.
If there are multiple workflows available for Account then desired workflow can be chosen from the Workflow drop-down list of the Convert dialog.
Depending on the selected workflow, respective Status values are populating in the Current Status drop-down list field.
- Copy: Create a similar campaign.
- Test: Test the campaign by sending all the emails to your inbox.
- Start: You have two options to start the campaign. Start immediately or schedule it for a later date and time.
Report:
Touch Campaign report provides information such as, how many emails were sent, how many bounced, how many were opened, how many were unsubscribed, etc. These reports will help you to filter your Leads and Customers and narrow down your marketing efforts.
