Email Campaign
An Email Campaign is a coordinated set of emails sent to leads or contacts according to a particular schedule.
Email Campaigns are still one of the most effective ways to reach your Customers, Contacts or Leads and keep them engaged. For example, you could set up Email Campaigns for introducing your product to the customers, with every email revealing an interesting feature of your product.
To create an Email Campaign, go to:
> Home > CRM > Campaign > Email Campaign
1. Prerequisites
Before creating and using Email Campaign, these need to be created first:
- Campaign
- Lead or Contact or Email Group
2. How to Create an Email Campaign
- Navigate to the Email Campaign list and click on ‘New’.
- Choose the Campaign for which you wish to establish an Email Campaign.
- Set the ‘Start Date’ for the Email Campaign.
- Under ‘Email Campaign For’, specify whether the Email Campaign is intended for a Lead, a Contact, or for an Email Group targeting multiple contacts.
- Select the respective Lead, Contact, or Email Group as the recipient of the Email Campaign.
- Choose the system user who will serve as the sender of the emails in the ‘Sender’ field.
- Save your settings.Note: The ‘Send After (days)’ field in the Campaign determines the day when the email will be sent in relation to the Start Date of the Email Campaign. Take note of the ‘End Date’ in the Email Campaign example above. It is ’26-07-2019′, which is 4 days after the ‘Start Date’, ’22-07-2029′, as indicated by the Campaign Schedule concluding on day 4.
2.1 Create multiple Email Campaigns for a Campaign
3. Features
3.1 Linked Communication
When emails are dispatched to the corresponding leads or contacts, the communication is associated with the Email Campaign document. You can access all the sent emails within your document.
3.2 Unsubscribe from Email Campaign
If a lead or contact no longer wishes to receive emails related to the campaign, they can opt out by clicking the unsubscribe link provided in the email.
When the lead or contact opts out, the status of the Email Campaign document is updated to “Unsubscribed.”
3.3 Use Lead or Contact fields in Email Template
The Email Template has the context of the document you have specified in the ‘Email Campaign For’ field. If you want to display the fields from your Lead or Contact document in your Email Template you will have to use doc.fieldname for the same.
3.4 Status indication
The status of the Email Campaign reflects its current state. The possible statuses include:
- Scheduled: The campaign is scheduled to start on a future “Start Date” but has not yet commenced.
- In Progress: The campaign is active and falls within the period between the “Start Date” and “End Date.”
- Completed: The campaign has concluded after reaching the “End Date.”
- Unsubscribed: The status changes to “Unsubscribed” when a lead or contact opts out of the campaign.