This procedure steps through how to create a new Automated Campaign Template.
- In Maximizer, select Campaigns to open the Campaigns Window
- Click on the Edit menu
- Select Automated Campaign Templates
- The Automated Campaign wizard opens – click Add.
Choose whether you are creating an entirely new campaign template by clicking on Start with a New blank template or one that is based on an existing campaign template by selecting Duplicate this existing template and selecting one from the drop-down list. If you choose to base the new campaign template on an existing campaign template, Maximizer copies the content of the existing campaign template into your new campaign template. In this instance we will create a new campaign template.
- Select Start with a new blank template, type in a Name and Description and click OK.
- Click Next.
In the Activities wizard page, use the Add, Properties, and Delete buttons to define the series of activities that comprise this template.
- In this example, click Add Email.
- Enter the details of the campaign activity in the Add Email Activity dialog box.
Preparing the Email Activity
- Enter the Name and Description of the campaign in the appropriate text boxes.
- Click in the Email Subject text box, then click the ellipsis button to insert a standard merge field (eg. First Name) into the subject line of the email. You can add several merge fields into the subject box if you like.
- Specify the Delay Start (number) days from Campaign start date, which defines the number of days after campaign launch that you wish to send the email. When reviewing the activity, “delay of days” becomes “start date” and a pop-up calendar becomes available.
- Specify your preferred Start time, which defines the time of the day the email is to be sent. NB. If you want the email to be sent immediately, select 00:00:00.
You can turn on Logging for the campaign, so that a status note is created in the address book entries.
- Once you have selected your message body and returned to the setup screen - Select the Email Addresses tab at the top of the Add Email Activity dialog box. Specify a sender name and address.
- Specify a Reply To name and Reply To email address. The Reply To name cOnce you have selected your message body and returned to the setup screen - Select the Email Addresses tab at the top of the Add Email Activity dialog box. Specify a sender name and address.ould, for example, be your name or the company name, depending on how you want to be addressed if the recipient responds. Replies To email address directs any email response to this address. If you are targeting a large audience, it may be useful to set up an email address specifically for replies.
If you wish, use the Cc and Bcc fields to define a "Carbon copy" or "Blind carbon copy" recipient. This can be useful if you want to send a copy of an email to yourself or to another person in your company, as well as to the targeted recipients. We suggest that you add yourself as a contact/individual in your own database and flag yourself to receive all mailings.
Use the Include in all the emails and Include in the first email only options to ensure the Automated Campaign is working by sending someone, such as yourself, a copy of the email for this campaign activity. The Cc and Bcc recipients can receive an email for each Address Book entry (first option) or just the first Address Book entry in a batch (second option). The first option is probably undesirable if, for example, the Automated Campaign is to target 1000 Address Book entries, the Cc and Bcc recipients may not want to receive 1000 emails.
Your System Administrator controls how many automated activities can be sent at one time by grouping them into batches (e.g. 100 emails) and setting a minimum time interval between batches (in minutes, hours, days, weeks or months). This reduces the load on your email server, by spacing out a large number of activities.
Select the Attachments tab and click the Add button to add any attachments. We recommend that you do not use attachments as they may increase your spam rating. Far better is to add a link to the document on your website (and even track that link).
Select the Landing Page URLs tab.
When you use the Campaign Redirect URL in your email message, the customer is redirected to this URL (when the customer clicks on the Campaign Redirect URL merge field). The landing page URL can be any URL—for example, this could be a particular webpage on your company website. Specify the Landing page URL for each of the tracked links that you have included in your email campaign. Make sure you include the 'http://' or 'https://' otherwise the tracked link won’t work. You can add up to 5 tracked links, or none at all if you choose not to.
Click OK to finish creating the activity.
Click Next.
If you want to immediately launch an Automated Campaign based on the template you just created, check the Launch a new Campaign based on this template box.
Click Finish to save the template. If the Launch a new Campaign based on this template option is chosen, the new Automated Campaign wizard will be launched immediately.