Create Email Campaign Using SuiteCRM | Outright Store

1. HowtocreateanEmailCampaignin SuiteCRM What is an EmailCampaign? Email campaign or email marketing is a technique through which we can send the commercial message to the person or group using email. It is used for a specific period of time with one specific purpose. Primarily the main goal of the campaign is to sell the product or services but the superior translation of email marketing is to build a strong relationship with potential customers orclients. Why Email Marketing is stillin the market? In today’s scenario, Campaign plays a very important role in business. It is used to boost the bonding between the potential customer, keep current customers informed for update brand and offer coupons to incite customer loyalty andmore!

2. One of the big advantages of the campaign is Price. Email marketing is an inexpensive procedure to enhance your business, product, and service to the desired user. 85% of US retailers are considering email marketing is the best way to connect with thecustomer. Let’stakealookatalltheimportantstepsofEmailMarketing process-: Decide who’ll ReceiveEmails Create Eye-Catching Name of Campaign 3.Set up Tracking 4.Create aTemplate 5.Start Writing EmailCopy 6.Sneak your Email 7.Schedule yourEmail 8.Estimate theResults Email CampaignTools There are tons of tools and software available in the market for Campaigns. For example, Drip Campaign, MailChimp, SuiteCRM can be used to send the mail and track the status of your mail, You can also use the software to analyze your audience, check conversion rate, bounce rate and manymore! But my favorite is Drip Campaign. It provides lots of functionality in a very easy way. You can easily create and start thecampaigns. Why People Use SuiteCRMCampaign? The Campaign module of SuiteCRM is a very robust tool for promoting and advertising your product & enterprise. They give enormous features for trackingcampaigns. Because it is a free tool, people use SuiteCRM for the campaign. Our data is already stored in CRM, so we can easily fetch the details of the customer for campaigning, which is the main advantage of the campaign withSuiteCRM.

3. Steps to run SuiteCRM EmailCampaign • Go to the campaign module and click on createcampaign. • Choose the type of campaign you want torun.

4. This is the first page of the campaign “Campaign header” where you have to givea • name to campaign and select the status asPlanning • This is the second page of the campaign “Target list”, thetarget listis a list of people whom we want to run a campaign. To run a campaign, we have toselect • one default type target list and one test type targetlist.

5. This is the third step of the campaign “Templates” where you have to createemail templateor select the existingtemplate. • “Important Note -: You have to select Tracker URLs as well. What is the tracker URL? Tracker URL is an opt-out option for campaign users who don’t want emails from your end will simply click on this link and they will be opt-out from yourCRM.“

6. This is the fourth step of E Campaign “Marketing” where you have to select abounce • handling email along with outbound email & schedule date &time. • This is the final step of the campaign “Send Email and Summary” where you have to test the campaign by clicking on “Send mail at scheduled time” and to run the campaign by clicking on “Send Marketing Emails asTest”. Click hereto watch the VideoTutorial