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The Marketing Center is your one-stop shop for launching email campaigns to leads and existing customers alike. You have the option to set a drip campaign to work through your list of marketing contacts in the background without your emails being flagged as spam!
At this time, text message marketing is handled with our new Text Messaging features. Visit The Text Messaging Center to learn more.
The first step is to create a campaign and the contents of that campaign so we can start assigning customers to it. You can start by hovering over the Marketing Center option at the top of the screen and clicking the “Marketing Campaigns” section. Once there, use the “plus” symbol at the bottom-right to get started on a new campaign.
You should consult your email provider's documentation to see if there's a limit to the number of emails you can send within a given day. For example, a Gmail account will allow you to send up to 2,000 emails within a given 24-hour period.
All email providers have different limits for the number of emails that can be sent within a given 24-hour time period. Here’s a list of the most popular email providers and their limits:
There are also rules on what you should include in communications to customers which you can learn more about below:
Give the campaign a name, which will be used for internal use only.
In the 'Type' section, you will see 'SMS' which is another word for text message. Again, text message marketing is handled with our new Text Messaging features.
The delay feature controls how much time should pass between emails being sent. You may have heard the term "marketing drip." The delay feature drips the emails as opposed to sending them all at the same time. You would likely get flagged as spam if you sent out 500 emails at once. So by sending them individually at an interval, you're less likely to be flagged as spam or have other issues.
The sender's name and email address will be auto-filled from your profile. Select another sender if need be.
Then, click on the Email tab. Add an email subject and body that will be sent out to your customers.
If you would like to include emojis in either the subject or body of your email, you can do so by copying and pasting emojis from the Emoji List below.
Alternatively, Windows users can right-click on Windows 10 or newer and select from the Microsoft emojis. Mac users can right-click as well.
Whether you purchase a list of leads, enter them as they show interest in your services or market to your existing customers, you’ll need to start with a list of contacts.
For the best results, try to get a list of leads in an Excel document so we can import them in the next step. You’ll also have the option to enter these leads manually, as described below.
If you have access to Microsoft Excel or have some other means of accessing an Excel sheet of your marketing leads, you can import them all at once by using the import feature.
Hover over the Marketing Center and click the “Marketing List” option when you want to enter leads. By clicking on “Actions > Import From File” you’ll be presented with an option to upload your Excel sheet of leads.
Once the Excel sheet has been uploaded to the program, you’ll need to map the fields of your Excel sheet to the available fields in the program.
While you don’t need to match all of the fields available, try to match as many as possible and include the email address of the leads at the least.
If you aren’t sure what fields are available, we recommend manually making a lead and using the export function next to the import function to get an example Excel sheet of the fields.
When you have sufficient information mapped to the correct destination for your needs, click the “Start Import” button at the bottom of this window to begin importing your leads into the program. If there are any errors, the program will automatically download an error list in your browser for further review and another attempt at importing those issue leads.
After you’ve imported your leads, you’ll need to assign them to one of your marketing campaigns. To do this, select some or all of your leads as shown on the left, click the “Queue Marketing Campaign Emails” option on the menu on the left, and choose a campaign.
If you cannot see that menu on the left in the above image, you can click the three horizontal lines at the top-left of your screen to expand that menu and select this option.
By entering the Customer Center, you have the option to push customers to a marketing campaign when you select multiple customers. It’s important to note that you can make mass changes like this but you will be limited to selecting 1,000 records at a time.
When you’re inside the Customer Center, click on the circle at the top to select all, or next to each individual customer to select one at a time. Once you have your desired customers selected, click the “Queue Marketing Campaign Emails” button in the menu on the left.
You might also choose to import your leads as they come in. In order to enter an individual lead, you can hover over the Marketing Center and choose the “Marketing Lists” option. From there, click on the “plus symbol” at the bottom right corner of the screen.
When you’re ready to initiate the marketing campaign drip, hover over the Marketing Center and click on “Marketing Campaigns.” From there, open your marketing campaign and click the “Start Campaign” button at the bottom.
Since first impressions are crucial, we recommend you use the “Send Test Email” option at the bottom first to send yourself a copy of the marketing campaign and make sure it works as desired.
You have the option to pause the campaign at any time by clicking the “Pause Campaign” button at the bottom once the campaign has started.You can continue to work in other areas of the program or sign out and walk away!
Smart Service Cloud will continue sending out your marketing campaign until your list is completed. You can return at any time to this screen to see who has received an email as part of the campaign or to pause the campaign and make revisions as you see fit.
If you imported your customers via Excel or if you have entered these leads manually, it’s a good idea to see if you already have customer profiles in the system for them. You can link customers by hovering over the Marketing Center and choosing the “Marketing List” option. From there, select a lead (or multiple leads) and then click the “Tools” option at the top of the screen.
Remember that leads will be linked to customers based on the email address field on the customer and the lead. If you feel like the program linked someone incorrectly, you can open that lead from this screen and change which customer we linked it to on the right.