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

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Presentation on theme: "Talisma CRM © Campaign Overview Mailers Mailing Lists 1Proprietary and Confidential."— Presentation transcript:

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

2 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 Proprietary and Confidential 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 Proprietary and Confidential 4 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 Elements of a Campaign

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

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

7 Proprietary and Confidential 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 Proprietary and Confidential 8 The Mailer/SMS Template Manager

9 Proprietary and Confidential 9 Components of the Mailer Template Window Menu Bar Toolbar Preferred Properties Tab Bar Properties Categories Message History SMS The Mailer Template Window

10 Proprietary and Confidential 10 The Mailer Template Window

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

12 Proprietary and Confidential 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 Proprietary and Confidential 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 Users Options and audit events enabled by the Business Administrator).

14 Proprietary and Confidential 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 e-mail message. This tab displays the text only version of the message.

15 Proprietary and Confidential 15 Mailer/SMS Template Manager Create Mailer Template Demo

16 Proprietary and Confidential 16 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 constituents first name) in your Mailers. Refer to the Area of Study by Name in Your Mailer. Training Exercise

17 Proprietary and Confidential 17 Using Conditional Merges

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

19 Proprietary and Confidential 19 Resulting Mailer Template Text Resulting merge with Middle Name Resulting Merge without Middle Name Conditional Merge Elements

20 Proprietary and Confidential 20 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. Special Considerations for Conditional Merges

21 Proprietary and Confidential 21 Create a new Mailer Name the mailer XX – Cond Merge Write a message to the constituent confirming the constituents full name – First Middle Last Use a conditional Merge to properly format the full name – First Last or First Middle Last as appropriate Training Exercise

22 Proprietary and Confidential 22 Using Offers

23 Proprietary and Confidential 23 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 Offers

24 Proprietary and Confidential 24 The Offer Manager

25 Proprietary and Confidential 25 Components of the Offer Window Menu Bar Toolbar Preferred Properties Tab Bar Properties Categories Bands History The Offer Window

26 Proprietary and Confidential 26 The Offer Window

27 Proprietary and Confidential 27 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 Training Exercise

28 Proprietary and Confidential 28 Mailing Lists

29 Proprietary and Confidential 29 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. Mailing Lists

30 Proprietary and Confidential 30 The Mailing List Manager

31 Proprietary and Confidential 31 Components of the Mailing List Window Menu Bar Toolbar Preferred Properties Tab Bar Properties Categories Filters (Base Object) Schedule History The Mailing List Window

32 Proprietary and Confidential 32 The Mailing List Window

33 Proprietary and Confidential 33 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 Mailing List Filters

34 Proprietary and Confidential 34 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 Additional Mailing List Function - Sort

35 Proprietary and Confidential 35 Mailing List Creation Demo

36 Proprietary and Confidential 36 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 Training Exercise

37 Proprietary and Confidential 37 Questions? Clarifications? Wrap Up

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