dotmailer for Salesforce - Email campaigns

Contents

Synchronising email campaigns
Edit
Delete
Preview
Email Campaign Details
Dashboard
Send Campaign Wizard
   » Immediate send
   » Scheduled send
Advanced
Cancel Selected Email Sends

Summary

The 'Email Campaigns' tab displays the list of email campaigns that are currently available, along with some overview information about each campaign.

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Clicking on the name of an email campaign in the list takes you through to the 'Email Campaign Detail' page. This page provides not only detailed information on the campaign but features a set of action buttons - 'Edit', 'Delete', 'Preview', 'Dashboard', 'Synchronise', 'Send Campaign Wizard' and 'Advanced'.

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These are all explained in more detail below.

All email campaigns are created using the Email Studio or directly in dotmailer. They become available in Salesforce once an initial synchronisation has occurred.


Synchronising email campaigns

Synchronising email campaigns is done either using the 'Synchronise Email Campaigns' button, or by waiting for the scheduled email campaign synchronisation, as set in Configuration > Settings > Sync options > Synchronisation Schedule.

If no email campaigns are selected, clicking Synchronise Email Campaigns starts an immediate retrieval of any new email campaigns not yet in Salesforce, along with their status information.

With one or more campaigns selected, the system will retrieve and update their associated behavioural data, according to the data options selected.

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When clicking Synchronise Email Campaigns, you're informed that your synchronisation request is being sent, then a confirmation message informs that the request is complete.

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Refresh the 'Email Campaigns' tab to show any changes.

Note: All times and dates are displayed as local unless otherwise indicated.

When WebInsight has been activated on the account and also connector, the associated data will be visible against an email campaign called:

  • 'WebInsight-[youraccountname]'

This data will then be available against a matched contact or lead record.

The data will be visible in the 'Email Page Views' section if it has been configured. It will also be visible in the 'Engagement Timeline' for a contact or lead.


Edit

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This is used to determine what behavioural data is synchronised into Salesforce for an email campaign.

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With 'Sync Campaign' ticked, the next synchronisation of the email campaign will retrieve and update any existing behavioural data, in accordance with the other ticked data options.

Sync Clicks The unique number of contacts who have clicked a link in the campaign.
Sync Sends The number of contacts that have been sent the campaign.
Sync ROI The purchase data of a contact who's bought from your website after clicking a link to it in your campaign.
Sync Page Views  Tracks which pages of your website your contacts go to after clicking a link in your campaign.
Sync Bookmarks  Records the contacts that shared the email campaign and which networks your campaign was viewed on.
Allow Campaign Membership Update Allows the updating of any linked campaigns' membership statuses when certain criteria are met.

When Allow Campaign Membership Update is checked, a note is displayed to explain its use (as shown above).

Click Save to return to the main Email Campaigns window.


Delete

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Deleting email campaigns is restricted by Salesforce permission and can't usually be undertaken by a standard user.

When the correct permission is enabled, the 'Del'/'Delete' option will be available and can be used to remove email campaigns from Salesforce, along with all the associated behavioural data.

To permanently delete an email campaign, delete it from dotmailer before deleting it from Salesforce.

Please note

If an email campaign hasn't been removed from dotmailer, but has been deleted from Salesforce, it will be recreated at the next synchronisation, along with its behavioural data (in accordance with the data options that have been selected).

Select Del/Delete from the 'Email Campaigns' tab, confirm the deletion to complete the action.

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Preview

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This is used to view the email campaign as it will appear to a recipient (just as if you used the 'Preview' function in dotmailer). The screen will scroll if necessary.


Email Campaign Details

Selecting a Campaign from the list will display the current details of the linked Email Account, statistics, counts and behavioural data if available. It also gives access to the Email Campaign Dash Board.

The Email campaign can be synchronised to the Marketing Automation application using the Synchronise button.

The Detail of the email campaign includes the following sections:

Information  Email campaign name, Status.
Email Campaign Statistics Generals Statistics of the email campaign.
Email Campaign Counts Various counts of total sent, delivered, opened, clicked, forwards and bounces.
Data Options Enabled options for behavioural data synchronisation.
If the Email Campaign to Campaign linking is engaged for membership update.
Includes time/date of last activity of any Email Send Summary and other behaviours.
System Information Owner information and date of created and last updated.

Page Views are configured for various email campaign behaviours. Their content is controlled by the Data Option and synchronisation settings.

Email Sends will show records for each send directly from Salesforce. The status will automatically update as the send goes through the process, finally showing that the email campaigns has been Sent and the data has been synchronised based on the option settings.

Email Send Summaries each recipient of the email campaign will have an Email Send Summary. This shows the date it was sent and other behaviours. If the email address is matched to a Salesforce Contact/Lead the relevant name is shown as a link. Clicking the link goes to the record, depending on the page layout it will show the individual behaviour.

Email Clicks each recipient that has clicked on a link within the email campaign will have a Click record. This displays the associated Keyword, URL and the IP address.

Email Page Views when web pageview tracking has been engaged in the associated web site the behaviour will be displayed in including the URL.

Email ROI when Return On Investment feedback has been engaged on a web page the behaviour will be displayed.

Email Social Bookmarks will display any contact that has been passed the Email Campaign, the social name is is displayed.

Campaign to Email Campaign Link will display any Salesforce Campaigns that have been directly linked to an Email Campaign. Linking can be applied directly from the Campaign or automatically when the Campaign Members status update feature has been enabled.


Dashboard

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The system is supplied with 3 configured dashboard views covering Overall Performance, Delivery Summary and Undeliverable Summary.

Overall Performance

The Overall Performance is displayed as percentages and covers the following 9 areas:

  • Percentage Delivered
  • Percentage Unique Opens
  • Percentage Opens
  • Percentage Unsubscribes
  • Percentage Replies
  • Percentage Hard Bounces
  • Percentage Soft Bounces
  • Percentage User Clicked
  • Percentage Clicks To Open

Delivery Summary

Delivery Summary covers 10 areas of data with the results shown as counts:

  • Total Opens
  • Unique Opens
  • Total Replies
  • Total Page View
  • Total Est. Forwards
  • Total Soft Bounces
  • Total Hard Bounces
  • Total Blocked
  • Total Unsubscribes
  • Total Complaints

Undeliverable Summary

The Undeliverable Summary is represented by a pie chart. If no data is available a chart will not be displayed.


Send Campaign Wizard

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The wizard allows the sending of an Email campaign to one or many linked email address books.

Clicking the Send Campaign Wizard button starts the four-part wizard. A loading screen is briefly displayed.

Email Campaigns can also usually be sent directly from Marketing Automation, when sent in this fashion there will be no Email Sends record shown against the Email Campaign.

Select as many of the address books as required from the list, these will be linked to the Email Campaign.

Only Address Books that have been populated with email address details will show a count of the members.

Any Address Book that has the text displayed will need to synchronised before it is able to be selected.

The Filter Target lists box is be used to sort Address books, it selects using the first word of the Campaign name.

All address books can be selected by ticking the box in the title bar (except unpopulated ones).

The screen shows the Target Summary and associated exclusion counts from the last time the address book(s) were synchronised.

The Total Potential Recipients represents the total number of members of the Salesforce campaigns from all the selected address books.

Total Maximum Recipients represents the number of email contacts that the linked Email campaign will be sent too (if no other synchronisation is scheduled). It is the actual number of recipients after all suppressions have taken place.

The following counts are based on the Salesforce campaign membership, they give an indication of the number of contacts that have been excluded from the associated address book(s).

Duplicate Targets are email addresses that not unique so these will be excluded.

Targets suppressed by 'Email Opt Out' are emails that will be excluded as the standard Salesforce Field has been checked.

Targets without an Email Address is the number of Salesforce Campaign members that will be excluded as the they have no valid email address recorded.

Suppressed Targets is the number of members that have other types of suppression, not covered by the other  . This a type of suppression logged against the contact in the Marketing Automation App, such as hard bounce.

This can be in addition to having the Email Opt Out field being checked.

When there are any indicated suppressions, the totals are represented in a chart.

When more than one Address Book is selected the total of the exclusion are from each individual campaign membership and not across the total membership. Any extra duplication will be carried out immediately before sending process starts. The Email Campaign will only be sent once to any duplicated email address.

Click Next to continue.

Choose to send the campaign immediately or at a scheduled time.

Immediate Send

The settings can be reviewed before the campaign is committed to be sent.

If the Synchronised Contacts check box is checked, all selected address books are synchronised before the email campaign is sent, the delay before the emails are sent varies depending on the number of factors.

If you require an email campaign to be sent without delay or at a prescribed time ensure that it is not checked. This is useful when address books are large and/or change infrequently, setting a scheduled synchronisation before the required send time allows the send to start without delay.

Clicking Send displays the conformation screen. 

Click OK to start the send process, a conformation is displayed and then the main screen. Choose Cancel if required.

Scheduled Send

Choosing the scheduled send allows the email campaign to be sent at a time in the future.

Click in the box to display the time/date picker.

The system will try to match time zone settings of the system and show the current time.

Change the hours, minutes and time zone for the correct local time to be sent (Day light saving will be used).

Clicking Send displays the conformation screen.

Click OK to start the send process, a conformation is displayed and then the main screen. Choose Cancel if required.


Advanced

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This button gives access to the behavioural data deletion page.

Checking any or all of the options and then the Clear Email campaign Data will start the deletion process.

The data always remain in main Marketing Automation application and can reintroduced to Salesforce by changing the data option using the Edit button.

Use the close button to return to the individual Email Campaign window.

The data will need to be removed from the Salesforce Recycle Bin before the Salesforce storage is reduced.



Cancel Selected Email Sends

When an Email Campaign has been scheduled to delivered at specified time in the future, and is shown as Scheduled is possible to cancel the send by selecting the email campaign and then the Cancel Selected Email Sends button. A warning message is displayed before the send is cancelled.

It is not possible to cancel any send that are marked as Sent.

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