Creating a Marketing Campaign
Summary
This video explains how to create email drip campaigns within the marketing module. To set up a campaign, you name it, select the module and submodule (e.g., leads), and define criteria such as when a record is created or edited. You can set conditions for when emails are sent, such as specific sales reps or lead stages. The campaign sends a series of emails based on time intervals (days, weeks, etc.), and you can create as many emails as needed. Email content can be customized using templates, including adding personal touches like the recipient’s first name. Once a lead meets the campaign criteria, they will receive all emails until they no longer meet the conditions.
Transcript
- 00:00
Video. We’re going to talk about email drip campaigns. This is under the marketing module and campaigns. And these use the lead and contact information from your CRM. So we’ll go to marketing campaigns and we’ll create our new campaign here. And when creating a campaign, you’ll give it a name, email, drip one, determine if it’s active or inactive, and then you’ll pick the module and then a submodule. So this is something I’m going to send to my leads. And then you’ll set some criteria, whether it’s created, edited, however you want to do it, we’ll do edited or created. And then if it’s because it’s edited, do I want someone to go into this campaign every time I edit their record or just one time I enter their record? So I’m going to just do once. That way they don’t keep getting the same campaign over and over.
- 00:53
And this is going to apply to, it doesn’t matter what field I edit on that record, I could get specific and say I want a specific field. But we’ll keep this general and say, anytime this record is edited once or created once, it’s going to fall into this campaign. And then I can set conditions. I could say, well, let’s pick on leads, and I’m going to pick from the list. I’ll do the sales rep, and if the sales rep equals this individual, and I’ll add a plus symbol here and say, and leads, if their stage is new. So every new lead that has admin portal as the sales rep, whether it’s created or edited, will get into this campaign. And I’m going to say that until they receive all the campaign emails, they get them. Or I could say if their record no longer meets the conditions, then they stop.
- 01:52
So for example, if an email goes out to one of my leads and then they go from new to open, then they wouldn’t get the second email because they would no longer meet the conditions of this particular campaign. And then I can create as many emails as I want and determine how often they should go out. So I could say, I’m going to wait days, weeks, minutes, hours, months after the first email, send the second email, and I can create third, fourth as many emails as I want. And then the email content itself, let’s click into there and I could create a brand new blank template, or my system administrator may have already set up some company related templates that they want us to follow. I’m going to go ahead and click the template that they provided, and they’ve already built this template out, so it’s got some information in there already for me.
- 02:45
Maybe I want to change this picture because this is the default picture. So I could just edit this and upload a new image and it would be in there. And then there’s text box, and I can pick, so this is going to be from the lead and let’s say first name, and I can say, here, hello, insert first name, how are you? And I can do whatever I want in that particular text field. Then there’s a button box, and I can edit that button box. I can change the font, the colour, the URL, the text, get very creative in what I want that button to look like. And then here’s another text box. Well, maybe I don’t want the second text box, so I’ll get rid of that. And then here’s a footer, and maybe I want to add another image. I can just grab that drag and drop, and then it’ll let me add the image in here.
- 03:35
So I’ll go through all the stages of building out this particular email campaign. I can also change the subject, so it can be personal. I can put somebody’s first name in here. So we’re going to go lead’s first name. So now the subject will have their name in it and I can put my email address. So if they respond, it’s going to come directly back to me so that it doesn’t go into the general mailbox. It will go into me specifically, so I can maintain those relationships. And I’m happy there. I’ll save it. I can preview it. And now you’ll see that this has an asterisk and this one doesn’t because it has content. And then I’d want to go in and do this one. And again, I can create as many emails into this chain as I want. And the cycle of when they would go out, and then every time a new or edited lead record meets these conditions, they will fall into this campaign and start to get all these emails until they no longer meet the conditions of this campaign.