![]() Make sure the checkbox " Map contacts that are not associated to any topics to the Marketing Topic" is selected.Click on "Add Recipients" in the Recipient section of the Campaign.Then searching for the campaign you are working on. Go back to the Campaign in question by clicking on Campaigns on the top menu, then Email campaigns.Once you have created the email list, you will need to tie it to the campaign you want to send out. You do not need to change anything else.Make sure that on the field mapping section, the column with the email addresses on your file is mapped to the Contact Email field in Zoho.Select "Marketing" for subscription Type and check the box next to "These contacts have given consent".Once uploaded you will need to make some selections: Subscription Type and Field Mapping.Name the list using an easy to understand name, following the existing naming convention.To create a new list: Click on "Create" at the top-right section of the screen.You can look at existing lists to get an idea of what the naming convention will be for your new list.Click on Contacts at the top of the screen, then Manage Lists.Just add their names and emails to Nina's file if they are not already there. ![]() You can also include others, as applicable. Note- Make sure to include Anja, Bart, Nina, Efrain, and Mairead for all comms. Make sure you have an updated list of contacts, these are the people that registered for the event and Nina usually gets us that list.Note - Make sure when you are looking at the contacts list that it says "Marketing Contacts" at the top of the screen.Select "All Active Users" and "All Inactive Users" on the filter and click Apply. To see All Contacts: Click on Contacts on the top menu.You will want to remove the existing list as each campaign usually has a different list of recipients. Pay particularly close attention to the "Edit Recipients" section.← There is a new process in the works about how this will go. Import names and sync them with the CRM database so that anyone who is new will get imported into the database. Step 7: Add Contact List to Communication (Campaign) This list doesn't tell us anything about the users (for example, what reports or services they use). Step 6: Create a Contact Listĭepending on the communication, different lists are currently used: If the Webinar is NOT about Finance Transformation, then speak to Nina and check in where she'd like us to keep track of the Q&A's discussed during the webinar. These Q and A's should be added to the Finance Transformation FAQ, located here: FAQ Step 5: Update FAQ's or any associated documentationĬertain webinars, particularly those related to Finance Transformation, may generate questions and answers. Add Nina, Mairead, and Efrain as testers (and any other person Nina recommends we add).Send a test to yourself to check formatting, links, etc.Make any appropriate changes to every section of the campaign.Click on the New cloned campaign to edit.Change the Name and any other details (such as Subject), and Save.Select the Campaign you want to use as a template, then click on More> Clone Campaign. ![]() Add "Inactive Users" and "Select all active users" to the filters in order to see all previous Campaigns.Click on Campaigns at the top of the screen.Please follow these steps to reuse an existing campaign: ![]() As mentioned above, you can reuse an existing Campaign in order to keep the formatting consistent with previous communications. ![]()
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