Marketing - Marketing Campaigns

The Marketing Campaigns tree-view node of the Marketing module allows the addition of Marketing Campaigns through a Wizard. The Wizard can create Marketing Campaigns on email providers MailChimp and CommuniGator.

 

 

There are a number of options available, to be selected when creating a Marketing Campaign, allowing for the creation of different types of campaign.

 

 

The first form of the wizard allows for the name, description and start and end times to be entered:

 

Followed by the Type of campaign:

 

Postal / Telephone: Selecting either of these options does not require any specific properties to be entered, at this stage. They are used for analysis and reporting purposes.

 

Email: Selecting the email type allows for an email provider to be selected using the Email provider drop-down menu below:

 

Email provider: Any email marketing campaign provider, available on the current licence, will appear within this drop-down menu to be selected:

 

If MailChimp is available, and selected from the Email provider drop-down, an additional tab will be shown when progressing through the wizard. This tab will contain settings specific to the MailChimp email provider.

 

MailChimp Details

 

Existing MailChimp campaign: If this is to be part of an existing MailChimp campaign, that a Campaign ID is available for - tick this checkbox and the Campaign ID field will become editable and required. All other fields on the form will become read only.

 

Campaign ID: When the above 'Existing MailChimp campaign' setting is ticked, this field will become editable and required.

 

Permission reminder: This field is required by MailChimp and tells the recipients of the campaign why they are receiving an email. This field can be set by default within the System Settings.

 

From name / From email / Reply to email: These fields are pre-populated by the System Settings, or they can entered/amended here.

 

Subject: Enter the text that is to appear in the subject line of the email being sent to the recipients of the campaign.

 

Multi format emails: This setting is selected by default. This determines whether to allow sending the email as plain text and html or not.

 

If CommuniGator is available, and selected from the drop-down, an additional tab will be shown when progressing through the wizard. This tab will contain settings specific to the CommuniGator email provider.

 

CommuniGator Details

 

Sender name / Sender email / Reply to email: These fields are pre-populated by the System Settings, or they can entered/amended here.

 

The Contacts form allows for the selection of who will be targeted by the campaign:

 

 

These can be based on a new or existing marketing query, an existing campaign or the manual addition of contacts:

 

Query: With this option selected, and a Query chosen from the drop-down menu activated below, the magnifying glass button allows the selected query’s results to be previewed. The query ID will be stored against the campaign. Click here to find out how to add Marketing Queries.

 

Auto add contacts: Enabling this setting will mean that the contacts from the query will be picked up by the system when auto refreshing campaigns.

 

Auto remove contacts: When enabled, the 'Refresh campaign contacts' utility will remove any contacts from the campaign, where the contact no longer fits the criteria in the attached marketing query. If the campaign uses an email provider, then the contact will be removed from the campaign on there also.

 

 

Existing campaign: With this option selected the magnifying glass button, on the Campaign drop-down menu activated below, allows an existing campaign to be selected.

 

 

Manual: When Manual is selected, no contacts will be added by default and will need adding from the created campaign form.

 

Auto add contacts: This setting can only be activated if contacts are selected within Marketing Campaigns using the ‘Query’ option.

 

Auto remove contacts: This setting can only be activated if contacts are selected within Marketing Campaigns using the ‘Query’ option.

 

Clicking next on the Contacts form will progress the creation of the campaign by processing all the information entered and uploading the contacts. If there are any errors when uploading a contact to the campaign, these will be stored against the campaign contact and will be available in the grid. Errors will be displayed at the time of progressing if the required System Settings are missing or incorrect.

 

 

When creating a campaign with an existing MailChimp or CommuniGator campaign ID, the details of the campaign will be downloaded and stored against the marketing campaign. Each recipient will be matched to contacts in OrderWise using email addresses. If an email address matches with more than one contact in OrderWise, the first will be matched (by ID) and a message will be displayed.

 

When created successfully, the following screen will appear:

 

 

Upon clicking Finish, the new campaign will be opened.

 

Clicking the Edit button on the Marketing Campaigns tab, will open the Marketing Campaign form:

 

 

The name, description and start/end date field will be populated by the Campaign wizard, but they can be edited within this form if necessary.

 

Variant send options: The option chosen here determines when any variants added to the campaign are sent to the recipients. The options available are never, on the contact's first order or on every order placed by the contact.

 

Minimum order value: To set a monetary value that an order should be at, before the campaign variants are added, enter the value in this field.

 

This section provides the ability to set a Source and Entry point to the Marketing Campaign. This will then mark any CRM Records or Opportunities, created from the campaign, with the entry point and source selected in this section.

 

This section is only available when a query is being used on the campaign.

 

Marketing query: This field is auto-populated by the system with the query that has been applied to the campaign.

 

Auto add contacts: Enabling this setting will mean that the contacts from the query will be picked up by the system when auto refreshing campaigns.

 

Auto remove contacts: When enabled, the 'Refresh campaign contacts' utility will remove any contacts from the campaign, where the contact no longer fits the criteria in the attached marketing query. If the campaign uses an email provider, then the contact will be removed from the campaign on there also.

 

The Contacts tab shows information for all of the contacts attached to the campaign:

 

 

The Opens and Clicks footer grids show information on clicks and opens for the selected contact, which are downloaded from the email providers:

 

 

If it is a postal or telephone campaign, or there is no email provider, the Contacts tab will not have the Opens or Clicks grids.

 

Please note: When gathering click, open and unsubscribed statistics for CommuniGator, the results are returned for all campaigns and not only the campaign being edited. Therefore, when editing a CommuniGator campaign, the refresh button on the Contacts tab will not retrieve new contact results, it will only upload new contacts. However, it will refresh overall campaign statistics.

 

Contacts can be added from this grid, but any new records will not be uploaded to the email provider until the refresh button is clicked.

 

When the add button is clicked, a similar form to the Contacts section of the wizard is opened. This grid allows contacts to be queried based on a marketing query, existing campaign or from the full list of contacts within OrderWise:

 

 

Deleting a contact will also remove it from the MailChimp/CommuniGator campaign.

 

Double-clicking on a Contact record, in the header grid will open the Customer Contact form:

 

 

MailChimp: When editing a MailChimp campaign, the refresh contacts button will upload any new contacts and retrieve all updated contact statistics, as well as overall campaign statistics.

 

CommuniGator: When gathering click, open and unsubscribed statistics for CommuniGator, the results are returned for all campaigns and not only the campaign being edited. Therefore, when editing a CommuniGator campaign, the refresh button on the Contacts tab will not retrieve new contact results, it will only upload new contacts. However, it will refresh overall campaign statistics.

 

When creating a campaign that requires a variant to be despatched on orders (determined by the Variant send options settings on the Campaign tab), the variant can be added on the Variants tab:

 

 

Selecting the Add Variant button at the bottom of the grid will open the Select Variant form:

 

 

Variant code: By typing into this field, or using the magnifying glass icon, a variant can be chosen.

 

Quantity: The quantity of the selected variant, to add to an order, is to be entered here.

 

Description: This field is auto-populated, once the variant code is chosen, with the variant description.

 

The Orders tab is auto-populated with all orders that have been placed, that meet the requirements of the campaign and Variant send options settings on the Campaign tab:

 

 

Any attachments that relate to the selected Marketing Campaign can be attached, edited or viewed within the Attachments tab:

 

 

Clicking the Add button will open the Marketing Campaign Attachment form:

 

 

Filepath: The file, to be attached to the campaign, can be located using the magnifying glass at the end of this field.

 

Attachment description: Enter a description to identify the attachment by within the grid.

 

Record Information: These fields are auto-populated by OrderWise upon opening the form, as a record of the date, time and user who added the attachment.

 

Any Marketing Campaign analysis fields can be added to the campaign within the Analysis tab:

 

 

Click here for more information on Analysis Fields.

 

For MailChimp campaigns there will be a MailChimp tab which shows statistics, on a campaign by campaign basis, and will return all data each time the statistics are requested:

 

 

Refresh: When editing a MailChimp campaign, the refresh contacts button will upload any new contacts and retrieve all updated contact statistics, as well as overall campaign statistics.

 

For CommuniGator campaigns, there will be a CommuniGator tab which shows overall statistics for all CommuniGator campaigns. Any data retrieved from CommuniGator is returned for all campaigns and will return only new data since the last request:

 

 

Refresh: This button refreshes these statistics on the page.

 

Please note: When gathering click, open and unsubscribed statistics for CommuniGator, the results are returned for all campaigns and not only the campaign being edited. Therefore, when editing a CommuniGator campaign, the refresh button on the Contacts tab will not retrieve new contact results, it will only upload new contacts. However, it will refresh overall campaign statistics.