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Talisma CRM©
Campaign OverviewMailersMailing Lists
1Proprietary and Confidential
Proprietary and Confidential 2
What is a Campaign?
• Campaign is a tool designed to:− Enhance and automate
the process of communicating with constituents
− Create and manage communication plans
• Workflow type model − provides marketing
managers the option to decide what to communicate and
when.
Proprietary and Confidential 3
Steps to Effective Campaigning
PLAN
• Define Campaign Objectives
• Have campaign workflow drawn on paper
TARGET
• Define criteria to filter targets
• Are all the properties for filtering available in Talisma?
CONTENT
• Create/ Compose Mailer that will be sent out.
DEFINE
• Create the communication plan in Talisma
EXECUTE
• Activate campaign
MEASURE
• Measure campaign effectiveness
Proprietary and Confidential 4
• Workflow – sequence of events and actions• Mailer/SMS Templates – Electronic letters• Mailing Lists – used to create a set of selected
Targets• Offers – Re-usable mailer content with conditional
content (Bands)• Print Templates – used for printed letters• Label Templates – special case print template that
allows formatting to commercially available label stock
Elements of a Campaign
Proprietary and Confidential 5
Components of an e-mail Campaign
Campaign
Mailing Lists Mailer
Offer 1
Band 1
Band 2
Band n
Offer 2 Offer n
Proprietary and Confidential 6
Mailers
• Means of communicating electronically with Targets as part of a Campaign
• Shared Object• Must be associated with a Base
Object• E-mail type Mailers
– Plain text or HTML– Properties from base object and
some related objects– Conditional Merge Properties– Include Offers
Proprietary and Confidential 7
Mailers
• Additional elements that can be included in an e-mail Mailer – Canned Response– List– Pictures (from file or URL)– Trackable URL– Table
Proprietary and Confidential 8
The Mailer/SMS Template Manager
Proprietary and Confidential 9
• Components of the Mailer Template Window− Menu Bar− Toolbar− Preferred Properties− Tab Bar
• Properties• Categories• Message• History• SMS
The Mailer Template Window
Proprietary and Confidential 10
The Mailer Template Window
Proprietary and Confidential 11
• Items from the Properties Tab can be placed in the Preferred Properties pane for easy access
The Preferred Properties Pane
Proprietary and Confidential 12
The Tabs Pane
• The Properties Tab shows the system properties for the Mailer Template− Additional Custom Properties can be configured by the
Business Administrator
Proprietary and Confidential 13
The Tabs Pane
• Categories Tab - Displays all Categories created for the Mailer Template. One or more Categories can be selected.
• History Tab - Displays a record of actions performed on the Print Template. (Dependent on User’s Options and audit events enabled by the Business Administrator).
Proprietary and Confidential 14
The Tabs Pane
• Message Tab – This Tab is used to create and edit the Mailer Content. It contains four sub Tabs:− Edit - This is the WYSIWYG editor tab for the
message. It contains a Text formatting toolbar similar to those found in Microsoft Office products.
− Source – This is the HTML editor tab for the message.
− Preview – This tab displays the HTML message as it would appear in the e-mail message.
− This tab displays the text only version of the message.
Proprietary and Confidential 15
• Mailer/SMS Template Manager
• Create Mailer Template
Demo
Proprietary and Confidential 16
• Explore the Mailer/SMS Template Manager
• Create 3 Lead Based Mailer Templates thanking the constituents for their interest in a particular area of study.• Area of Study – Arts, Criminal Justice, Computer Technology
(Hint: Use the Copy function from the Template Manager)
• Name your Mailers XX – Arts, XX – CJ, XX-CT where XX are your initials.
• Include at least one merged property (e.g. the constituent’s first name) in your Mailers.
• Refer to the Area of Study by Name in Your Mailer.
Training Exercise
Proprietary and Confidential 17
Using Conditional Merges
Proprietary and Confidential 18
• Use to merge data elements when desired output differs in Object instances or when missing data would leave undesired empty space− First<sp>Middle<sp>Last becomes
First<sp><sp>Last if the Middle property is null− Solution is to create two Conditional Merge
elements• First<sp>Middle<sp>Last if Middle is not null• First<sp>Last if Middle is null
Conditional Merge Elements
Proprietary and Confidential 19
• Resulting Mailer Template Text
− Resulting merge with Middle Name
− Resulting Merge without Middle Name
Conditional Merge Elements
Proprietary and Confidential 20
• Unsatisfied Conditional Merge Elements will always be null – nothing will be inserted in the mailer
• Any satisfied Conditional Merge Element will be followed by a carriage return− It is not possible to insert a Conditional Merge
element in a line− The Conditional Merge Element must always be a
complete line or paragraph− Do not follow a Conditional Merge Element with a
carriage return unless your intention is to display a blank line.
Special Considerations for Conditional Merges
Proprietary and Confidential 21
• Create a new Mailer• Name the mailer XX – Cond Merge• Write a message to the constituent confirming
the constituent’s full name – First Middle Last• Use a conditional Merge to properly format the
full name – ‘First Last’ or ‘First Middle Last’ as appropriate
Training Exercise
Proprietary and Confidential 22
Using Offers
Proprietary and Confidential 23
• Re-usable Mailer content – Can be inserted in Multiple Mailers
• Offers contain Bands – Bands allow for personalizing specific parts of the offer based on Properties or characteristics related to the Constituent.
• All Offer content must be contained within a Band
Offers
Proprietary and Confidential 24
The Offer Manager
Proprietary and Confidential 25
• Components of the Offer Window− Menu Bar− Toolbar− Preferred Properties− Tab Bar
• Properties• Categories• Bands• History
The Offer Window
Proprietary and Confidential 26
The Offer Window
Proprietary and Confidential 27
• Explore the Offer Manager
• Create an Offer with 3 bands (Lead based)• Bands based on Area of Study• Name the Offer XX – Area of Study
• Create a Mailer Template that uses the Offer• Name your Mailer XX – Mailer with Offer
Training Exercise
Proprietary and Confidential 28
Mailing Lists
Proprietary and Confidential 29
• Mailing List is a segment of constituents that meets a specific filter criteria
• Shared Object• Mailing Lists can be Static or Dynamic
− Static Mailing List stores the segmentation results as of the time it was saved. The contents of the list can change if
• The Filter condition is modified• The Filter is renamed• The Base Object items are manually removed
− Dynamic Mailing List is a set of filter conditions that generates a list of Campaign Targets only when it is scheduled to run.
Mailing Lists
Proprietary and Confidential 30
The Mailing List Manager
Proprietary and Confidential 31
• Components of the Mailing List Window− Menu Bar− Toolbar− Preferred Properties− Tab Bar
• Properties• Categories• Filters• (Base Object)• Schedule• History
The Mailing List Window
Proprietary and Confidential 32
The Mailing List Window
Proprietary and Confidential 33
• Advanced Filter− Use saved filters− Define conditions for new filter− More than one Filter can be added to the Mailing
List
• Requires knowledge of SQL queries and the Talisma Database structure− Currently not enabled at IU
Mailing List Filters
Proprietary and Confidential 34
• Sort Order…− Sort on one or more Base Object Properties− Selectable Sort Order− Ascending or Descending− Limit the number of Base Object instances added to
Campaigns
Additional Mailing List Function - Sort
Proprietary and Confidential 35
• Mailing List Creation
Demo
Proprietary and Confidential 36
• Create Mailing Lists− Static: All Leads assigned to you
• Name: XX Leads
− Dynamic: All Leads in the Training Team• Name: XX IU Training Team Leads• Sort the list by Last Name then First Name
Training Exercise
Proprietary and Confidential 37
• Questions?
• Clarifications?
Wrap Up