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Setting up a drip marketing campaign
User Requirement: Info Manager Administration Rights and E-marketing enabled.
Before you start, make sure that:
- Your E-marketing Administrator has enabled you for Drip Marketing - check that you have access to the New Drip Marketing Campaign action button from Marketing | E-marketing.
- You've completed the e-mail address verification with Swiftpage - once the E-marketing Administrator enables you for E-marketing, an automated verification email is sent to you. Check your Junk or Spam E-mail folder if you have not received it yet.
- You've access to the Internet as communication between Sage CRM and Swiftpage is required for the E-marketing features to work. This is carried out over the Internet.
To set up a Drip Marketing campaign:
- Click Marketing | E-marketing, and click the New Drip Marketing Campaign action button. All the fields on the Campaign, Wave, and Wave Activity panels are described in Campaign, wave and wave activity fields.
Note: The Group is set at campaign level only for drip marketing campaigns. All drip marketing wave activities work from variations on the initial group set up for the campaign. For example, you can set it up so that all recipients who opened and clicked into the first email automatically get added to the next stage, which may be a drip marketing call list activity.
- Complete the Campaign fields in New Drip Marketing Campaign, Step 1 of 3.
- Click Continue.
- Complete the Wave fields in New E-marketing Campaign, Step 2 of 3.
- Click Continue.
- Complete the Wave Activity fields in New E-marketing Campaign, Step 3 of 3. Note: The first wave activity of a Drip Marketing campaign must be a Drip Marketing E-mail.
- Complete the Drip Marketing E-mail fields. These are described in Drip Marketing E-mail Fields.
- Click Preview Recipients to review the people who will receive the email.
- Click Save & Send to complete Step 3. The Drip Marketing E-mail Activity Summary page is displayed.
- Click Continue to return to the Drip Marketing Wave Summary page. From here you can add more wave activities to the same campaign wave. For example, this could be another Drip Marketing E-mail, or any other standard wave activity types. Note: Standard wave activity types can use their own Groups, even if they are set up within Drip Marketing campaigns. They are executed separately by user-driven workflow, rather than Drip Marketing automation.
- When you're ready to start the Drip Marketing campaign, click the Launch Drip Marketing Campaign action button from the E-marketing Campaign Summary page. No changes can be made to the campaign once it has been launched. If you need to make changes, for example, to add another wave activity, click Suspend Drip Marketing Campaign.
See Also:
E-marketing E-mail Fields
Campaign, wave and wave activity fields
Campaign wave activity action types
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