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Campaign Overview Mailers Mailing Lists

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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?

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