Using Campaigns

This section describes ways to use the Campaigns application efficiently. The Campaigns application assists organizations with their list of contacts by allowing users to create, organize, report, and filter campaigns from a list of relevant contacts.

The OfficeClip Campaigns can be used for creating:

  1. Newsletters

  2. Promotional Campaigns.

  3. Emails to inform customers about new enhancements in your website.

  4. It also has different templates which can be modified as per your business requirements.

Campaigns List

campaign list

The Campaign List screen displays all the accounts entered for your organization. Group administrators can modify the fields displayed on this list.

To view the Campaign Details from this screen, click on the icon on the left side of the campaign or just double-click on any rows of the campaign.

The Campaign List screen also allows the user to search for a campaign by campaign fields or to create a filter.

History

The history button on the top right of the main screen helps to keep track of what your team is working at many levels.

When you click on the History button on the Campaign list screen or inside a campaign, you will be able to see the changes made to a campaign, or you can see the status of a new campaign created or modified.

To learn more details about the history button, click here.

New Campaigns

Campaigns is an interaction with the customers about your organizational activities. It helps you to connect with your leads and engage with your customers.

You can create email campaigns to send to your contacts. Campaigns are often used as marketing and sales tools and can be customized to fit your needs. Letterheads, created by the administrator, can have a company's logo and colors in it and the actual campaign can be created with text and images, depending on your needs. You can select from the entire list of contacts, as well as from any filtered lists of contacts that you may have created, allowing for easy organization and targeting of the campaign.

To create new Campaigns:

  1. Click CRM > Campaigns > New Campaigns.

  2. Set the basic properties by filling in the Campaign Name and Description along with the other identified fields. After completing all fields click Save.

Campaign Design

OfficeClip provides a WYSIWYG (What you see is what you get), HTML-based, campaign designer. It also provides various templates so that you can select and fine-tune your campaign design.

To design a Campaign:

  1. Click on the campaign name you want to design.

  2. On the right side of the summary page, click on the Design your Campaign button.

  3. On the campaign design page, select the Mode (text, HTML or mht), Select Merge Fields, Attributes and you can also add Attachments if any.
  4. Enter the subject name and body of the campaign.

  5. You can also add templates by clicking on the templates and images in the campaign design.

Templates allow you to select and customize the look and feel of your emails.

Tip:

If you have selected HTML campaign, you can use the image manager to add images to the campaign. The images added will be saved and can be reused in other campaigns.

Mht option allows you to create your campaign using Microsoft Word, save the campaign in the mht format and then upload it to OfficeClip campaigns. This feature allows the flexibility of using Microsoft Word as your campaign designer.

Note:

Letterheads can be set up by organization administrators in the Settings section. Create POP accounts in Desktop > Email application

Editing Campaigns

From the Campaign List, you can Modify, Clone and Delete the Campaign Information, Other Information of the campaigns.

Double click on the campaign you want to modify.

campaign edit

The features of Editing in Campaigns are similar to the features in Contact Manager. To see the detailed description, click here.

Sending Campaigns

Once you finish designing and editing your campaign, you can send it as an email.

  1. Double click on the Campaign you want to send. On the Summary page, click on the Send Campaign emails icon.

    campaign send emails

  2. On the next page, you need to set properties, and there you will have to select an SMTP account. You can also create a New Account.
  3. To set up a new account, you must fill in the details like account name, mode, POP settings, etc. To learn more details about setting up an email account, click here.

    campaign smtp settings

  4. After selecting an account, select the list of recipients to whom you want to send the campaigns. You can select names individually or select a contact filter which will display the name of all the contacts in the filter list. Highlight contacts by clicking them and click the right arrow button to move the selection to the Selected Contacts in this Campaign, or the left arrow button to move the selection to the Available Contacts for this Campaign. Holding the Ctrl key allows you to select more than one contact or filter at a time.
  5. Once you have completed filling up all the details, click on the Submit button to send campaign emails.

Campaign Email History

After sending the Campaigns the users can check the status of Campaigns sent in the Campaign Email History.

  1. On the Summary page, click on the Campaign email History icon.

  2. After clicking on Email History button, the users can see the status of their sent Campaigns, whether the Campaign delivery is queued, success or failed.

  3. The failed Campaigns can be resent again.