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From within your CRM, click on the Campaigns link in the sidebar, under the Communication section.
Starting a New Campaign
From the Campaigns screen, click on the blue button labelled Create New Campaign.
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The first screen you will see once you click on Campaign History in the sidebar is the Campaign History Overview. Here, you are able to view an overview of all Campaigns sent via your CRM, with some aggregated statistics for each.
The filters at the top of this page allow you to adjust which Campaigns display in the bottom part of the page. You can filter your results upon the following criteria:
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- Sent To: Displays the CRM record that this message was sent to. Click on this name to display the message history for this record.
- Address: Displays the email address that corresponds with the CRM record that this message was sent to. Click on this address to generate a new email to this email address.
- Sent At: Displays the timestamp at which this message was sent from Clubessential’s email servers to the recipient.
- Opened: Displays the time that the recipient opened the message. If the recipient did not open the message, this field will remain blank.
- Unsubscribed: Displays the time that the recipient unsubscribed from the message. If the recipient did not unsubscribe from this message, this field will remain blank.
- Bounced: Displays the time that this message was marked as having bounced. If the message was delivered successfully, this field will remain blank.
- Link Clicks: Displays the number of times that this recipient clicked on any link within the message.
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A: Sending to an Object:
- Send To: Choose Object
- Object Type: Choose the Object to send to (most likely Contacts)
- Records: Choose All Records to send this Campaign to ALL records within your CRM. Choose Selected Records to bring up an additional section for you to select individual contacts.
- Select Records: This section appears when you select Selected Records in the option above. Search for contacts by name in the search bar, and click Filter to narrow down the list. Check the box next to each contact that you would like to send this Campaign Campaign to.
- Email Fields: Select the CRM email field(s) that you would like to target for each selected record you’ve chosen.
- Return Email Targets: Click this button once you have filled out each of the options above, and your targets will be selected for this Campaign!
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- Contact your CRM support team to create a new query that targets everyone you need, and use this query as the target for your Campaign.
- Copy your Campaign, and change the Target for the new one.
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