1. Campaign Overview Mailers Mailing Lists
Talisma CRM©
Campaign Overview
Mailers
Mailing Lists
Proprietary and Confidential

2. What is a Campaign? Campaign is a tool designed to:
Enhance and automate the process of communicating with constituents
Create and manage communication plans
Workflow type model
provides marketing managers the option to decide what to communicate and when.

3. Steps to Effective Campaigning
PLAN
Define Campaign Objectives
Have campaign workflow drawn on paper
TARGET
Define criteria to filter targets
Are all the properties for filtering available in Talisma?
CONTENT
Create/ Compose Mailer that will be sent out.
DEFINE
Create the communication plan in Talisma
EXECUTE
Activate campaign
MEASURE
Measure campaign effectiveness

4. Elements of a Campaign Workflow – sequence of events and actions
Mailer/SMS Templates – Electronic letters
Mailing Lists – used to create a set of selected Targets
Offers – Re-usable mailer content with conditional content (Bands)
Print Templates – used for printed letters
Label Templates – special case print template that allows formatting to commercially available label stock

5. Components of an e-mail Campaign
Mailing Lists
Mailer
Offer 1
Band 1
Band 2
Band n
Offer 2
Offer n

6. Mailers
Means of communicating electronically with Targets as part of a Campaign
Shared Object
Must be associated with a Base Object
type Mailers
Plain text or HTML
Properties from base object and some related objects
Conditional Merge Properties
Include Offers

7. Mailers Additional elements that can be included in an e-mail Mailer
Canned Response
List
Pictures (from file or URL)
Trackable URL
Table

8. The Mailer/SMS Template Manager

9. The Mailer Template Window
Components of the Mailer Template Window
Menu Bar
Toolbar
Preferred Properties
Tab Bar
Properties
Categories
Message
History
SMS
Overview description of the Interaction window

10. The Mailer Template Window

11. The Preferred Properties Pane
Items from the Properties Tab can be placed in the Preferred Properties pane for easy access

12. The Tabs Pane
The Properties Tab shows the system properties for the Mailer Template
Additional Custom Properties can be configured by the Business Administrator

13. The Tabs Pane
Categories Tab - Displays all Categories created for the Mailer Template. One or more Categories can be selected.
History Tab - Displays a record of actions performed on the Print Template. (Dependent on User’s Options and audit events enabled by the Business Administrator).

14. The Tabs Pane
Message Tab – This Tab is used to create and edit the Mailer Content. It contains four sub Tabs:
Edit - This is the WYSIWYG editor tab for the message. It contains a Text formatting toolbar similar to those found in Microsoft Office products.
Source – This is the HTML editor tab for the message.
Preview – This tab displays the HTML message as it would appear in the message.
This tab displays the text only version of the message.

15. Demo
Mailer/SMS Template Manager
Create Mailer Template

16. Training Exercise Explore the Mailer/SMS Template Manager
Create 3 Lead Based Mailer Templates thanking the constituents for their interest in a particular area of study.
Area of Study – Arts, Criminal Justice, Computer Technology
(Hint: Use the Copy function from the Template Manager)
Name your Mailers XX – Arts, XX – CJ, XX-CT where XX are your initials.
Include at least one merged property (e.g. the constituent’s first name) in your Mailers.
Refer to the Area of Study by Name in Your Mailer.

17. Using Conditional Merges

18. Conditional Merge Elements
Use to merge data elements when desired output differs in Object instances or when missing data would leave undesired empty space
First<sp>Middle<sp>Last becomes First<sp><sp>Last if the Middle property is null
Solution is to create two Conditional Merge elements
First<sp>Middle<sp>Last if Middle is not null
First<sp>Last if Middle is null

19. Conditional Merge Elements
Resulting Mailer Template Text
Resulting merge with Middle Name
Resulting Merge without Middle Name

20. Special Considerations for Conditional Merges
Unsatisfied Conditional Merge Elements will always be null – nothing will be inserted in the mailer
Any satisfied Conditional Merge Element will be followed by a carriage return
It is not possible to insert a Conditional Merge element in a line
The Conditional Merge Element must always be a complete line or paragraph
Do not follow a Conditional Merge Element with a carriage return unless your intention is to display a blank line.

21. Training Exercise Create a new Mailer Name the mailer XX – Cond Merge
Write a message to the constituent confirming the constituent’s full name – First Middle Last
Use a conditional Merge to properly format the full name – ‘First Last’ or ‘First Middle Last’ as appropriate

22. Using Offers

23. Offers Re-usable Mailer content – Can be inserted in Multiple Mailers
Offers contain Bands – Bands allow for personalizing specific parts of the offer based on Properties or characteristics related to the Constituent.
All Offer content must be contained within a Band

24. The Offer Manager

25. The Offer Window Components of the Offer Window Menu Bar Toolbar
Preferred Properties
Tab Bar
Properties
Categories
Bands
History
Overview description of the Interaction window

26. The Offer Window

27. Training Exercise Explore the Offer Manager
Create an Offer with 3 bands (Lead based)
Bands based on Area of Study
Name the Offer XX – Area of Study
Create a Mailer Template that uses the Offer
Name your Mailer XX – Mailer with Offer

28. Mailing Lists

29. Mailing Lists
Mailing List is a segment of constituents that meets a specific filter criteria
Shared Object
Mailing Lists can be Static or Dynamic
Static Mailing List stores the segmentation results as of the time it was saved. The contents of the list can change if
The Filter condition is modified
The Filter is renamed
The Base Object items are manually removed
Dynamic Mailing List is a set of filter conditions that generates a list of Campaign Targets only when it is scheduled to run.
Overview description of the Interaction window

30. The Mailing List Manager

31. The Mailing List Window
Components of the Mailing List Window
Menu Bar
Toolbar
Preferred Properties
Tab Bar
Properties
Categories
Filters
(Base Object)
Schedule
History
Overview description of the Interaction window

32. The Mailing List Window

33. Mailing List Filters Advanced Filter
Use saved filters
Define conditions for new filter
More than one Filter can be added to the Mailing List
Requires knowledge of SQL queries and the Talisma Database structure
Currently not enabled at IU

34. Additional Mailing List Function - Sort
Sort Order…
Sort on one or more Base Object Properties
Selectable Sort Order
Ascending or Descending
Limit the number of Base Object instances added to Campaigns

35. Demo
Mailing List Creation

36. Training Exercise Create Mailing Lists
Static: All Leads assigned to you
Name: XX Leads
Dynamic: All Leads in the Training Team
Name: XX IU Training Team Leads
Sort the list by Last Name then First Name

37. Wrap Up
Questions?
Clarifications?