Talisma CRM © Campaign Overview Mailers Mailing Lists 1Proprietary and Confidential

Talisma CRM©

Campaign OverviewMailersMailing Lists

1Proprietary and Confidential

Proprietary and Confidential 2

What is a Campaign?

• Campaign is a tool designed to:− Enhance and automate

the process of communicating with constituents

− Create and manage communication plans

• Workflow type model − provides marketing

managers the option to decide what to communicate and

when.


Steps to Effective Campaigning

PLAN

• Define Campaign Objectives

• Have campaign workflow drawn on paper

TARGET

• Define criteria to filter targets

• Are all the properties for filtering available in Talisma?

CONTENT

• Create/ Compose Mailer that will be sent out.

DEFINE

• Create the communication plan in Talisma

EXECUTE

• Activate campaign

MEASURE

• Measure campaign effectiveness


• Workflow – sequence of events and actions• Mailer/SMS Templates – Electronic letters• Mailing Lists – used to create a set of selected

Targets• Offers – Re-usable mailer content with conditional

content (Bands)• Print Templates – used for printed letters• Label Templates – special case print template that

allows formatting to commercially available label stock

Elements of a Campaign


Components of an e-mail Campaign

Campaign

Mailing Lists Mailer

Offer 1

Band 1

Band 2

Band n

Offer 2 Offer n


Mailers

• Means of communicating electronically with Targets as part of a Campaign

• Shared Object• Must be associated with a Base

Object• E-mail type Mailers

– Plain text or HTML– Properties from base object and

some related objects– Conditional Merge Properties– Include Offers


Mailers

• Additional elements that can be included in an e-mail Mailer – Canned Response– List– Pictures (from file or URL)– Trackable URL– Table


The Mailer/SMS Template Manager


• Components of the Mailer Template Window− Menu Bar− Toolbar− Preferred Properties− Tab Bar

• Properties• Categories• Message• History• SMS

The Mailer Template Window


The Mailer Template Window


• Items from the Properties Tab can be placed in the Preferred Properties pane for easy access

The Preferred Properties Pane


The Tabs Pane

• The Properties Tab shows the system properties for the Mailer Template− Additional Custom Properties can be configured by the

Business Administrator


The Tabs Pane

• Categories Tab - Displays all Categories created for the Mailer Template. One or more Categories can be selected.

• History Tab - Displays a record of actions performed on the Print Template. (Dependent on User’s Options and audit events enabled by the Business Administrator).


The Tabs Pane

• Message Tab – This Tab is used to create and edit the Mailer Content. It contains four sub Tabs:− Edit - This is the WYSIWYG editor tab for the

message. It contains a Text formatting toolbar similar to those found in Microsoft Office products.

− Source – This is the HTML editor tab for the message.

− Preview – This tab displays the HTML message as it would appear in the e-mail message.

− This tab displays the text only version of the message.


• Mailer/SMS Template Manager

• Create Mailer Template

Demo


• Explore the Mailer/SMS Template Manager

• Create 3 Lead Based Mailer Templates thanking the constituents for their interest in a particular area of study.• Area of Study – Arts, Criminal Justice, Computer Technology

(Hint: Use the Copy function from the Template Manager)

• Name your Mailers XX – Arts, XX – CJ, XX-CT where XX are your initials.

• Include at least one merged property (e.g. the constituent’s first name) in your Mailers.

• Refer to the Area of Study by Name in Your Mailer.

Training Exercise


Using Conditional Merges


• Use to merge data elements when desired output differs in Object instances or when missing data would leave undesired empty space− First<sp>Middle<sp>Last becomes

First<sp><sp>Last if the Middle property is null− Solution is to create two Conditional Merge

elements• First<sp>Middle<sp>Last if Middle is not null• First<sp>Last if Middle is null

Conditional Merge Elements


• Resulting Mailer Template Text

− Resulting merge with Middle Name

− Resulting Merge without Middle Name

Conditional Merge Elements


• Unsatisfied Conditional Merge Elements will always be null – nothing will be inserted in the mailer

• Any satisfied Conditional Merge Element will be followed by a carriage return− It is not possible to insert a Conditional Merge

element in a line− The Conditional Merge Element must always be a

complete line or paragraph− Do not follow a Conditional Merge Element with a

carriage return unless your intention is to display a blank line.

Special Considerations for Conditional Merges


• Create a new Mailer• Name the mailer XX – Cond Merge• Write a message to the constituent confirming

the constituent’s full name – First Middle Last• Use a conditional Merge to properly format the

full name – ‘First Last’ or ‘First Middle Last’ as appropriate

Training Exercise


Using Offers


• Re-usable Mailer content – Can be inserted in Multiple Mailers

• Offers contain Bands – Bands allow for personalizing specific parts of the offer based on Properties or characteristics related to the Constituent.

• All Offer content must be contained within a Band

Offers


The Offer Manager


• Components of the Offer Window− Menu Bar− Toolbar− Preferred Properties− Tab Bar

• Properties• Categories• Bands• History

The Offer Window


The Offer Window


• Explore the Offer Manager

• Create an Offer with 3 bands (Lead based)• Bands based on Area of Study• Name the Offer XX – Area of Study

• Create a Mailer Template that uses the Offer• Name your Mailer XX – Mailer with Offer

Training Exercise


Mailing Lists


• Mailing List is a segment of constituents that meets a specific filter criteria

• Shared Object• Mailing Lists can be Static or Dynamic

− Static Mailing List stores the segmentation results as of the time it was saved. The contents of the list can change if

• The Filter condition is modified• The Filter is renamed• The Base Object items are manually removed

− Dynamic Mailing List is a set of filter conditions that generates a list of Campaign Targets only when it is scheduled to run.

Mailing Lists


The Mailing List Manager


• Components of the Mailing List Window− Menu Bar− Toolbar− Preferred Properties− Tab Bar

• Properties• Categories• Filters• (Base Object)• Schedule• History

The Mailing List Window


The Mailing List Window


• Advanced Filter− Use saved filters− Define conditions for new filter− More than one Filter can be added to the Mailing

List

• Requires knowledge of SQL queries and the Talisma Database structure− Currently not enabled at IU

Mailing List Filters


• Sort Order…− Sort on one or more Base Object Properties− Selectable Sort Order− Ascending or Descending− Limit the number of Base Object instances added to

Campaigns

Additional Mailing List Function - Sort


• Mailing List Creation

Demo


• Create Mailing Lists− Static: All Leads assigned to you

• Name: XX Leads

− Dynamic: All Leads in the Training Team• Name: XX IU Training Team Leads• Sort the list by Last Name then First Name

Training Exercise


• Questions?

• Clarifications?

Wrap Up

Documents

Talisma CRM © Campaign Overview Mailers Mailing Lists 1Proprietary and Confidential