Campaigns

The Campaigns module in KiyoCRM can be a very powerful marketing and advertising tool for your organization allowing you to create and track both email and non-email based (e.g. tele sales or radio) marketing campaigns to prospective or existing customers.

With the tracking tools built into the Campaign module you can monitor the response you receive from your campaign in real time, allowing you to view the Return On Investment (ROI) and many other useful metrics. This in turn helps you to plan your strategic marketing and advertising activities effectively by visualizing which campaigns work and which do not.

Create a Campaign

From the Campaigns module, select Create Campaign from the sidebar or the module dropdown menu to start the Campaign Wizard.

Select the campaign you wish to create: Newsletter, Email, Survey or Non-email-based Campaign. Non-email-based campaigns allow you to keep a re

Note: Note that for a Survey campaign you will first need to create the survey to attach to the campaign.

Campaign Header

The first page of the Campaign Wizard is the Campaign Header page.

Enter a name for the campaign here and set the status (Planning, Active, Inactive, Complete).

Add an optional description.

The campaign will be assigned to the currently logged on user by default. Change this here if required.

Survey Campaign

For a Survey campaign, you will also need to relate the campaign to an existing survey. See Surveys module for information on creating a survey.

Non-Email Based Campaign

For a Non-Email Based campaign, you can optionally select the type of campaign.

Campaign Budget

Scroll down to complete optional budget details for the campaign. These figures are used in ROI calculations.

For non-email-based campaigns, this section is on the next page.

Click Next at the top of the screen to continue.

Target Lists

The next step is to specify your Target List(s). Any existing target lists will be listed for you to select under Add Existing Target List.

Click on the target list name to add it to the campaign. Target lists added to the campaign will appear in the right-hand panel.

To remove a target list, click run

Create Target List

If you have not yet created a target list or wish to use a new list, you can create an empty one here and populate it after you have completed the rest of your campaign setup. See Target Lists for more information on the types of lists and how to use them.

 

Enter a name for the new list and select the type from the list. Note that you will need to have at least one 'default' type target list attached to the campaign.

Click Create

Templates

The template is the message that will be sent out to your target list. You can select or edit an existing email template or create a new one here. See the Email Templates section of the user guide for more information.

Note: The template editor used for creating and editing email templates can be selected in the User Profile Settings. The default setting (Mozaik) is shown in the following screen shots.

• Select an existing template – You can select from a drop down list of existing Email Templates

• Create a brand new template – Create a new email template from scratch.

• Copy an existing template – Allows you select an existing template and use this as a base to make amendments.

The email template editor at the foot of the page shows how your template will look. Drag and drop different layout components from the left-hand pane into the right-hand display panel where they can be edited.

Clicking on a component will show the edit menu. This provides you with a multitude of additional options which allows you to customize the layout and appearance of your template. Font type can be selected, formatted, colours changed, text alignment chosen, images and even videos can be inserted.

Email Variables

Track URLs

Tracker URLs can be used to insert a link to your organization’s website or direct link to a new product that you have launched, for example. A unique id is added to the link for each recipient which allows KiyoCRM to track click-thrus. The information gathered can be viewed on the campaign status page.

To add your own tracker URL link, click Create Tracker.

Specify the text to display as the link, and the URL.

Click Create Tracker.

Add your tracker(s) to the template in the same way as for a variable. Click inside the template in the desired location, then select the tracker in the drop down and click Insert Tracker.

Opt Out Tracker URLs

An Opt Out link allows the recipient to opt out of future marketing emails, and a default opt out link will be added to the template automatically. You can replace this default with your own Opt Out link text by adding a custom Opt Out Tracker.

Click Create Tracker.

specify the text you require once your email template is complete, click or you opt out link.

Check the Opt-Out Link box. Note that you cannot edit the Tracker URL itself, only the link text.

Add your tracker to the template in the same way as for a variable. Click inside the template in the desired location, then select the tracker in the drop down and click Insert Tracker.

Once your email template is complete, click Save.

Click Next at the top of the page to continue.

Marketing

The Marketing section of the Campaign Wizard is where you need to specify the email settings for the campaign, and set a schedule for emails to be sent out.

Marketing Email Name	Enter a name for the this run of the campaign. This allows you to resend the campaign at a later date to a different target list, or with a modified template. The campaign will store separate status details for each marketing record, and these can be selected on the campaign status page.
Bounce Handling Account	Select the account set up to handle bounced campaign mail.
Outgoing Email Account	This will default to the system outbound mail account. If you have other outbound mail a
Schedule Date & Time	The campaign emails will be queued for sending at the specified time and will be sent when the Run Nightly Mass Email Campaigns scheduled job is next run.

Once details have been completed, click Next at the top of the screen to continue.

Send Email and Summary

The Summary page includes a checklist which indicates whether or not each section of the Campaign Wizard has been completed satisfactorily.

	If a section is complete then this is shown with green tick icon.
	Incomplete sections are shown with a red cross. These will need to be resolved before the campaign can be sent.

In the example above the Choose Targets section has not been completed correctly as indicated by the red cross icon. This would be resolved by specifying a 'default' type target list with at least one entry.

Click on any incomplete entry in the list to navigate to the relevant section.

Once you have ensured all sections are complete you have three options:

Campaign Status and Response Tracking