Automated Email Nurturing

Automated Email Nurturing  is a visual drag & drop interface that allows you to build Nurturing or Touch campaign from start to finish with minimum effort.Touch campaign or Nurturing campaign are series of emails sent out to your customers every day or at regularly scheduled intervals. These Campaigns can be sent to groups and you can also filter further to certain people within that group.

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.

Follow the Steps to create an Automated Nurturing Campaign

  1.  Click on Automation Designer under Marketing.

2. Click on  to create a new Touch Campaign

3.  Mouse Over the templates then click on Use this template  for Simple Email Nurturing ( touch campaign)

4. Give your Automation Campaign a name.

5. Click on the pencil icon beside Touch campaign to add touch campaign details.

  • Name: Add Touch Campaign name
  • Group/Contact Filter/Account Filter :  You can select upto three groups or one Contact or Account Filter.
  • From Name:  Name of the campaign builder will be added here.
  • Start Date: Pick the start date and time for the campaign.
  • From Email: By default email address of the campaign builder will be added, click on the dropdown to select a different email address or verify and add a email address.
  • Resend All: Select yes from the dropdown list to resend the full campaign again. By default it will be selected as no.
  • Resend After: Type in the number of days after which you want to send out the campaign again.

6. Click on the pencil icon beside “Add Touch campaign” to add a marketing template.

  • Category: Select Marketing Template Category.
  • Template: Select Marketing template from the dropdown list.

 

7. On the left hand side of the Automated Campaign page there is a toolbar which contains various Triggers, decisions and actions, these are used to design the desired Touch Campaign.

8. By default “Link Clicked” Decision is added, you can remove it and select a different decision. To add a decision drag and drop the decision box

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 on 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

When you want decision on more than one link attach all the links to the Add Touch Mail box as shown below.

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 open 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 any email from your Organization. Unsubscribed decision block has two paths under it, Yes and No. No path is always disabled as 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 has 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 . 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 as 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.

 

Actions:

Actions are activities you want 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) Send One-Off Email:

Send One-Off Email action basically added after a Yes or No decision. This action sends a single email message to the recipients depending on their decision.

Example: After the touch campaign recipient clicks on a link they get a one time email .

 

ii) Change Group:

This action can be added in a path only after any decision block event. This action allows you to automatically associate people to a certain group or remove them from a group or move 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 Group drop down list 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.

iii) Add Note:

Add Note action can be added in a path only 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.

iv) Add Task:

Add Task action can be added in a path only 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 form of either email or pop-up.

v) Notify:

Notify action can be added in a path only after any decision block or Web Form event. This action automatically sends notification email to the responsible person.

Notify action can be added anywhere in the Automated Campaign after Link Clicked or Email Opened or Unsubscribed decision block.

You can configure automatic notification email for Campaign Sender or Sales rep of the qualified Account or for any User.

vi) Update Field:

Update action can be added in a path only after any decision block or Web Form event. This action automatically updates fields of Accounts or Contacts record as per configuration done by you.

Maximum four fields can be updated for Accounts or Contacts. While choosing fields for update either you have to select field from Accounts or fields from Contacts.

vii) Assign:

Assign action can be added in a path only after any 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 list allows you to search any user also.

viii) Convert:

Convert action can be added in a path only after any decision block or Web Form event. This action allows you to automatically convert the Account status as per your organization 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.

ix) Wait:

Wait action is not available in the left tool bar. This action will be added automatically once user connects an action with the No path under Link Clicked or Email opened decision block. Through this action you can define how long system will wait before channelizing any Account to No path under Link Clicked or Email Opened decision block.

You can set wait interval in days. Default wait interval is five days.

 

 9. Once you have created a touch campaign click on save.  After saving the template you will find two new buttons.
  • Copy: Create a similar campaign.
  • Start: Click on Start to execute the campaign.