Campaign management: Sugar Suite 4.0 will have enhanced campaign management features with special emphasis on email marketing. Following are the highlights of the enhancements:
• Closed loop campaigns – Gauge the effectiveness of campaigns by tracking who you targeted with an email campaign, who opened the email, who clicked through the email, which leads were generated by which email campaign and which leads converted into “Closed – Won” opportunities.
• Auto send - Schedule campaigns for a future date
• Test campaigns – Preview test emails for an email campaign before sending the final email out to your target list.
• Manage and maintain your target lists with significantly better precision.
1.Manage unsubscribe for each target list
2.Use seed lists to manage who will preview the email campaign without impacting the campaign metrics.
3.Use suppression lists to filter out specific emails from a target list.
4.De-duplicate lists with a single click.
• Measure campaign metrics for better quantifying a campaign. Track information for each campaign such as:
1.Total emails sent
2.Total emails opened
3.Total emails clicked thru
4.Total emails bounced
Some examples of how this functionality can be used are:
1. Campaign manager Sue creates an email campaign and schedules it to be run during the month of December 2005. She has three emails that should be sent in a staggered fashion. She creates a list of targets from existing contacts and leads. She also imports targets from an external list. She creates a list named ‘SugarCon 2006 Invitees’.
2. She then assigns a list of people to the campaign that need to preview the email campaign for approval purposes but will not affect the final campaign metrics. This list of people is called a seed list.
3. Now she has a list of people who have already registered for SugarCon 2006 and who she wants to keep out of the campaign. She applies this list as a suppression list. She also wants all of the email addresses with a specific domain name (e.g. “@hotmail.com”) to be blocked. So she creates a rule to suppress email addresses.
4. She wants to test the campaign by sending the emails to a subset of the people in the test list. This can be accomplished by adding a test list to the campaign and the system will automatically send emails to the test group.
5. Sue schedules the campaign to automatically fire off. She checks the status of the email delivery by accessing the “Scheduled status.
6. Once the campaign is over, Sue wants to know how the campaign performed. She goes to the Campaign Metrics view and reviews the campaign details2.
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SugarSuite 4.0 - New Campaign management
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