C R M 1 01Email, Social, and Drip Marketing Made Easy
Bill Kahlert           S P C - one inOX 5           V & oFudr B 2                      ,                  Kevin LawrieD ir...
Kn es r e Fa e     tInom t nS t m D e t rf r  f r aio y e s irco o           sNational Institute on Money in State Politic...
HOMEBREW SYSTEM CHALLENGESP o P t r wh o r e ey n a ot orp r g o r lf m it P o D l r ad l sn eot     ao            iv     ...
rl e a t                                 C N SA                                  A -PM          C n oin t As l f o- o it P...
B ucs                                            one        H r b ucssfb ucsb ce b ucs-wy oIae         ad o ne, o o ne, l ...
Sa C ml t              pm o p in                    as       W yhye p r n ad o t mng t m        h t ’r imot tn hwo aae h  ...
At n a n              u et t               h ic ioAl so t tl P wois u oizd osn miln or lw yu o e I ’s h at re t ed a o yu ...
P in x v H M      l t ts T L      ae .   wic is e e ad hthu Ied    h h bt rn wasol sn?           t         d            An...
T s gT s g n m r T s g et , et ad oe et   in   in          in
Sa F e &uk o epm ilr J Fl r    ts n d s
Scl eia                        oiaMdA crin t a 01 is e ic rp r 64 percent of Twitter ues n 51 cod go 21 K s t s eot mr    ...
Rpr g              eot                inso t ns atit dleygorpy n sc l o e p tp tr d in c y e r, egah ad oiain n so.    e  ...
E a A tmtn        mil u a              o io1 e a ms gs a d n usr e bhv r r t etie:1 mil es e bs o sbcibr eaio o ine sy l  ...
I C CUIN ON L SON
SUGARCRM / INBOX25 SOLUTIOND pnalE a P t r , Sc l o nc ad akt g uo a n eedb millf m oiaC netn Mre A tmt     e     ao      ...
Sb ites n edak         um Ss Febc               io    1) S e le c t th e S u g arC o n M o b ile Ap p :    2) a o t ss n  ...
#S C O N 1 2               0/ /                442                 21   © 02 ua R I . Al h r evd                       21 ...
CRM 101: Session 4: Email, Social, and Drip Marketing Made Easy
CRM 101: Session 4: Email, Social, and Drip Marketing Made Easy
CRM 101: Session 4: Email, Social, and Drip Marketing Made Easy
CRM 101: Session 4: Email, Social, and Drip Marketing Made Easy
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CRM 101: Session 4: Email, Social, and Drip Marketing Made Easy

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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.

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

  1. 1. C R M 1 01Email, Social, and Drip Marketing Made Easy
  2. 2. Bill Kahlert S P C - one inOX 5 V & oFudr B 2 , Kevin LawrieD irector of T echnology & C o-Founder, inBO X 25 Mark TurgeonV e r idn o N tnla s a ho t o tn ic Pe et f a aSl, Mt p in Slios s io e c u Alison Kennedy Owe, K R I . nr P , n c 0/ / 442 21 © 02 ua R I . Al h r evd 21 Sgr Mn ligt e r . C c r s s e 2
  3. 3. Kn es r e Fa e tInom t nS t m D e t rf r f r aio y e s irco o sNational Institute on Money in State Politicsfl t m ny roo h oe.og lw e
  4. 4. HOMEBREW SYSTEM CHALLENGESP o P t r wh o r e ey n a ot orp r g o r lf m it P o D l r ad l sn eot ao iv m in L it Tak g R p r g im e rcin & eot d in Major Problem N H M spot o T L up r N ail t sg etn t gt o bit o emn ad a e y r Eh, not ideal. N t A -PM o p n o C N SA cml t ia N Op- u mcais o t t ehn m o N T s g vil l o et A aa e in b N Sa C ml t aae et I R lio s o pm o p in Mngmn / P e t n a S a N B uc H nlg L t yiee o o ne ad / isH g n in N Sne A teta n o edr uhnict io N t sr r nl o U e- ied F y N t ok e ey rb m -S T Sre e r D l r Po l s M P evr w iv e
  5. 5. rl e a t C N SA A -PM C n oin t As l f o- o it P ror h A d a e g co 20 ot l gh s u o N n l e ong py n Mr t A t f03 S ic d a k inMake sure your ‘From’ and ‘Reply-to’ email addresses are valid. noreply@ - stop it!D n uer dl tr s is n a , sc a o e rl s n fs haessc n 4a 5a 1, ad ) o t s f uu n t nm s dt uh s pn e y adae edr (et s ( ) ( ) ) n 6. a e a io a a l io , (Don’t lie.D n ue is ain sne o sb cle (et n ( )1 ad ( )2) o t s m l d g edr r uj tinssc 5a ) n 5a ). e e io ( (You need a Physical Address includedA d o r ot adesoa e a (et n ( )3 ad ( )5( )iii). d yu p s ldrst l mil c 5a ) n 5a )A( ) a l s io ( (Opt-out is a must and it should be a single-click functionI l e "c a ad o sico susbcib mcais in vr e a (et n ( )5( )ii).n u a l r n cnp u u" nusr e ehn m eey milsc 5a )A( ) cd e io (H v a rcsf handling unsubscribes within the 10-day window. (et n ( )4) ae poeso r sc 5a ). io (Global Suppression ListOfr eip ns wyorciv sm t e o e a f m o wilb cin ohr a n wh "g bl f rc ieta a t ee e o e y s fmil o yu he l k g tes l g it a l a e p r o , o ousbcib" o t n os p luue mil o yu ogn a n sc n ( )3( ). nus e pio t t a f r e a f m o r raizt (et 5a )B) r o lt r io io (Dont share the address of a person who unsubscribed with any other entity seeking to send that partyemail (section 5(a)(4)).Dont harvest email addresses or use automated means to randomly generate addresses (section 5(b)(1)).
  6. 6. B ucs one H r b ucssfb ucsb ce b ucs-wy oIae ad o ne, o o ne, l kd o ne, h d cr? t oSoft BounceAt p r y rb m peet g e ey fo r es ef ea p a sr mil x igt e e oa po l is rvnin dl r o yu ms g, o xml ues ab m h b m r e iv a r e oecein te s r e u t T is o ne h u b fge, bth e a adesh u rmin a - xed ghir t a qoa h b uc so l el gd u te mildrsso l e a vl og . d a d idf nwo o. rwhile talking to smtp.hello.example [192.0.2.3] >>> RCPT TO:<myinboxisfull@hello.example><<< 5.2.2 Mailbox over quotaHard BouncePr aet r r n yu h u n tt mtn te dleyotae a ades At iclep ne emnn er ad o so l o a e p aohr e r t ht mildrs o d t iv . y arso s is punknown user, no such user o invalid user. T ee r vr imot torm v f m o ris r hs ae ey p r n t e oer yu lt a oim eia l md tye.while talking to smtp.hello.example [192.0.2.3] >>> RCPT TO:<nonexistinguser@hello.example><<< 550 No such user hereBlocked BounceA I , fe o ue tins o r es e igt e P M T is o lrqir sm fl u ad nS ilr r srh k yu ms g m h b SA . h cu eu e o eoo p n P t a d lwt ul h oin.r b so t g o ewhile talking to smtp.hello.example [192.0.2.3] >>> RCPT TO:<nodeliver@hello.example><<< 551 Message Rejected as possible spamConclusionB uc hnlg h u b atmt ad mr Y u o ’t atorm v t gtf m o risbcue o ne ad so l e uo a n s at o d n wn t e oe a e r yu lt eas in d ic . r sote’r ino wsu, ad o d n wn t sn t e a adessht o ’t x t The cleaner your list,hy e b x a fl n yu o ’t ato ed o mildrs tad n eis l e .
  7. 7. Sa C ml t pm o p in as W yhye p r n ad o t mng t m h t ’r imot tn hwo aae h e a eISP Feedback LoopsW e a eip n fg yu ms g a sa , teS wl r ad o a eat vr n fh hn rc ietl s o r es e s pm h I ilowr yu rdc d es o te a a P f e iocml totate eip n cn e e oe ad o e l peetuue o p ins o p in s hth rc iet a b rm vd n h pfl rvn f r cml t a uy t a .Unsubscribe and Suppress the RecipientSa cml taeut pro e a mre gn mt r ht H wvrifo d n pm o p ins r j a a fmil akt , o a e wa o ee, yu o ’t a s t in t .mng cml tyu sne rpt io ad e ey il e ircy pc d A y pm aae o p ins o r edr eua n n dl r wl d et imat . n sa a t iv b l ecml th u b t a d s n nusr e n te eip n so lb sprs drm l f o p in so l e r t a a usbcib ad h rc ieth u e upes f a o a d ee d e o lyu f ueis . o ru r lt t sMake it super simple to unsubscribeOf n ims sr wla a es e s pmif s o c a h w ousbcib. t t e ues ill ms g a sa , itn t l r o t nusr e e fg a eProvide an email-based unsubscribe methodSm I ’sik G a d n t aeedako p. B thy il r t atmtay nusr e o eS le milo o hv f bc l s u te wl y o uo a l usbcib a P e o t ic lrc ietht ak yu ms g a sa , ifo poid te a e a mto t d s. eip n tamrs o r es e s pm yu rv e hm n mil e d o o o a h
  8. 8. At n a n u et t h ic ioAl so t tl P wois u oizd osn miln or lw yu o e I ’s h at re t ed a o yu o lS h bhl n pr ityu ae ae we h o a es e ea ad e so t t o nr ip f ms g. f m k k s aSender IDDomainkeysDKIM
  9. 9. P in x v H M l t ts T L ae . wic is e e ad hthu Ied h h bt rn wasol sn? t d Answer: Sn B t ed ohMultipart MessagesA a et rc eyu h u a as ed ht rf rd oa a s bspat , o so l l y sn wa e r t s ic d w ’s e eml at es eBsayte milo t s oh l t t u iprms g. a l, h e a cna b t p in e t a ic l in a xad T L o t tOne ee e, a eip ns milrg m n H M cne . c rcivd rc iet e a por n adc e wacnet so n ehr T L r l t tbt eids ht o t is h w - ite H M o p in e , u n a xnvr oh th s e im. ee b t ate a t e m
  10. 10. T s gT s g n m r T s g et , et ad oe et in in in
  11. 11. Sa F e &uk o epm ilr J Fl r ts n d s
  12. 12. Scl eia oiaMdA crin t a 01 is e ic rp r 64 percent of Twitter ues n 51 cod go 21 K s t s eot mr , sr adpercent of Facebook users s they will buy from brands that they follow. aidIad io , 34 percent of respondents s te wu le bcm a r da ifn dit n a hy o l ikl eo e ba f id d y n na aqa t c le te a e rn.n cuina eiksh s bad n mB inrdc g n poe ms g f mtn sc l eiaFollow the y t uin a imrvd es eo aad oiamd , o a rMoney doubled their subscriber base in a single year.
  13. 13. Rpr g eot inso t ns atit dleygorpy n sc l o e p tp tr d in c y e r, egah ad oiain n so. e iv , iv
  14. 14. E a A tmtn mil u a o io1 e a ms gs a d n usr e bhv r r t etie:1 mil es e bs o sbcibr eaio o ine sy l a e r d h hr ep ne a s n hlbilgetedr eua n. ige rso s rt ad e ud rasne rpt io s e p t
  15. 15. I C CUIN ON L SON
  16. 16. SUGARCRM / INBOX25 SOLUTIOND pnalE a P t r , Sc l o nc ad akt g uo a n eedb millf m oiaC netn Mre A tmt e ao in io H himatR bsR p r g ig- pc o ut eot , in Report Card Ml at milup r( et T L u iprE a SpotT x/ M) t H A eae e Rt vr Opn a g e A vne Sg et io & agt g dacd emna n Tre t in 32.4% Fl C N SA C mln uy A - P M o p t l ia H hsOpn a iget e Rt e S g Cic U sbcib inl lk nusr e e 49.1% Fl mil et g u e u E a T s Sit l in A eae lk hu vr Cic- r g t A tmt Sa C ml t rcs g uo a d pm o p in Poes e a in 4.3% A tmt B uc H nlg uo a d o ne ad e in H hsCic- hu iget lk r t Fl edr uhnict n u Sne A teta l io 51.7% Bat l imlU e I ef e euif, s p srn r c u e t a L t rw isG o t h A eae e eail 9.2% vrg D l rbit 9 2 iv y 100%
  17. 17. Sb ites n edak um Ss Febc io 1) S e le c t th e S u g arC o n M o b ile Ap p : 2) a o t ss n Tp n h es is io 3) a o sr y Tp n uv e 4) um yu f dak Sb itore bc e*Pizso at d e wosb it es n ed ak re f t n es h u m ssio f b c r e e uin te o ilA p s g h M be p
  18. 18. #S C O N 1 2 0/ / 442 21 © 02 ua R I . Al h r evd 21 Sgr Mn ligt e r . C c r s s e 22

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