CRM 101: Session 4: Email, Social, and Drip Marketing Made Easy

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Email, Social, and Drip Marketing Made Easy CRM 101

description

Do you want to learn how to easily execute an email campaign to hundreds or even thousands of customers and prospects with Sugar? Do want to a simple way to create drip marketing campaigns for Sugar? Do you want higher open rates, click-thru rates and conversions? Then, this is a session for you!Email marketing allows you to connect with greater numbers of prospects and customers, at a fraction of your traditional marketing costs. Learn how to combine Sugar’s email campaign capabilities with inBOX25’s marketing platform to dramatically simplify the campaign setup process, increase message deliverability and drive greater response rates using email and drip marketing campaigns.In addition you'll also learn how to combine powerful social media platforms, such as Facebook, Twitter and Linkedin with your email marketing program and share your campaign across multiple networks with millions of users. You'll also get a real-time demo of our robust social reports that show you which customers or prospects shared your campaign and what they said about it.

Transcript of CRM 101: Session 4: Email, Social, and Drip Marketing Made Easy

Page 1: CRM 101: Session 4: Email, Social, and Drip Marketing Made Easy

Email, Social, and Drip Marketing Made Easy

CRM 101

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04/09/23 ©2012 SugarCRM Inc. All rights reserved.

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Bill KahlertSVP & Co-Founder, inBOX25

Kevin LawrieDirector of Technology & Co-Founder, inBOX25

Mark TurgeonVice President of National Sales, Matchpoint

Solutions

Alison KennedyOwner, KPR, Inc.

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Ken FeasterInformation Systems Director forNational Institute on Money in State Politicsfollowthemoney.org

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HOMEBREW SYSTEM CHALLENGESPoor Platform with Poor Delivery and almost no reporting

Limited Tracking & Reporting

No HTML support

No ability to segment and target

Not CAN-SPAM compliant

No Opt-out mechanism

No Testing Available

No Spam Complaint Management / ISP

Relations

No Bounce Handling / List Hygiene

No Sender Authentication

Not User-Friendly

Network Delivery Problems - SMTP

Server

Major Problem

Eh, not ideal.

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CAN-SPAMControlling the Assault of Non-Solicited Pornography And Marketing Act of 2003

Make sure your ‘From’ and ‘Reply-to’ email addresses are valid. noreply@ - stop it!Don't use fraudulent transmission data, such as open relays and false headers (sections 4(a), 5(a)(1), and 6).

Don’t lie.Don't use misleading sender or subject lines (section 5(a)(1) and 5(a)(2)).

You need a Physical Address includedAdd your postal address to all email (section 5(a)(3) and 5(a)(5)(A)(iii)).

Opt-out is a must and it should be a single-click functionInclude a "clear and conspicuous" unsubscribe mechanism in every email (section 5(a)(5)(A)(ii)).

Have a process for handling unsubscribes within the 10-day window. (section 5(a)(4)).

Global Suppression ListOffer recipients a way to receive some types of email from you while blocking others, along with a "global unsubscribe" option to stop all future email from your organization (section 5(a)(3)(B)).

Don't share the address of a person who unsubscribed with any other entity seeking to send that party email (section 5(a)(4)).

Don't harvest email addresses or use automated means to randomly generate addresses (section 5(b)(1)).

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BouncesHard bounces, soft bounces, blocked bounces, - why do I care?

Soft BounceA temporary problem is preventing delivery of your message, for example a users mailbox might be exceeding their storage quota. This bounce should be flagged, but the email address should remain valid - for now.

while talking to smtp.hello.example [192.0.2.3] >>> RCPT TO:<[email protected]><<< 5.2.2 Mailbox over quota

Hard BouncePermanent error and you should not attempt another delivery to that email address. A typical response is unknown user, no such user or invalid user. These are very important to remove from your list immediately.

while talking to smtp.hello.example [192.0.2.3] >>> RCPT TO:<[email protected]><<< 550 No such user here

Blocked BounceAn ISP, filter or user thinks your message might be SPAM. This could require some follow up and troubleshooting.

while talking to smtp.hello.example [192.0.2.3] >>> RCPT TO:<[email protected]><<< 551 Message Rejected as possible spam

ConclusionBounce handling should be automatic and smart. You don’t want to remove targets from your list because they’re inbox was full, and you don’t want to send to email addresses that don’t exist. The cleaner your list, the better your delivery will be and ISP’s will take note on how well you perform these tasks!

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Spam ComplaintsWhy they’re important and how to manage them

ISP Feedback LoopsWhen a recipient flags your message as spam, the ISP will forward you a redacted version of the complaint so that the recipient can be removed and hopefully prevent future complaints.

Unsubscribe and Suppress the RecipientSpam complaints are just a part of email marketing, no matter what. However, if you don’t manage complaints your sender reputation and delivery will be directly impacted. Any spam complaint should be treated as an unsubscribe and the recipient should be suppressed from all of your future lists.

Make it super simple to unsubscribeOften times users will flag a message as spam, if its not clear how to unsubscribe.

Provide an email-based unsubscribe methodSome ISP’s like Gmail do not have feedback loops. But they will try to automatically unsubscribe a recipient that marks your message as spam, if you provide them an email method to do so.

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AuthenticationAllows you to tell ISP’s who is authorized to send mail on your

behalf and permits you take take ownership of a message.

Sender ID

Domainkeys

DKIM

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Plaintext vs. HTMLwhich is better and what should I send?

Answer: Send Both

Multipart MessagesAs a best practice, you should always send what’s referred to as a multipart message. Basically, the email contains both plain text and HTML content. Once received, a recipient's email program decides what content is shown - either HTML or plain text, but never both at the same time.

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Testing, Testing and more Testing

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Spam Filters & Junk Folders

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Social Media

According to a 2011 Kissmetrics report, 64 percent of Twitter users and 51 percent of Facebook users said they will buy from brands that they follow.

In addition, 34 percent of respondents said they would likely become a brand fan if an acquaintance likes the same brand.

By introducing an improved message format and social media, Follow the Money doubled their subscriber base in a single year.

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Reportingspot trends in activity, delivery, geography and social in one spot.

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Email Automation1:1 email messages based on subscriber behavior or interest yield

higher response rates and help build great sender reputations.

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IN CONCLUSION

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SUGARCRM / INBOX25 SOLUTIONDependable Email Platform, Social Connect and Marketing Automation

High-impact, Robust Reporting

Multipart Email Support (Text/HTML)

Advanced Segmentation & Targeting

Fully CAN-SPAM Compliant

Single Click Unsubscribe

Full Email Testing Suite

Automated Spam Complaint Processing

Automated Bounce Handling

Full Sender Authentication

Beautiful, simple User Interface

Average Deliverability 99.22%

Report CardAverage Open Rate

32.4%

Average Click-thru

4.3%Highest Click-thru

51.7%

Highest Open Rate

49.1%

List Growth

100%

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04/09/23

©2012 SugarCRM

Inc. All rights

reserved.

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Submit Session Feedback1) Select the SugarCon Mobile App: 2) Tap on this session3) Tap on survey4) Submit your feedback

*Prizes for attendees who submit session feedback using the Mobile App

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04/09/23 ©2012 SugarCRM Inc. All rights reserved.

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