marketing automation · 2019-06-06 · campaigns now support marketing automation as an additional...

TUTORIAL: Marketing Automation – Gold-Vision 7

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Marketing Automation

What is a Marketing Automation?

Campaign Automation

Automated Connect Campaigns

Automated Telephone Campaigns Automated Lead Call Back Campaigns

Phone Campaigns with Activities Creating Lead Call Backs

Follow Up Stage - Delay Sending

Delay Adding Recipients to a Campaign

Touch Point Automation

Touch Point Alerts Alerting From Touch Points

Administration

Marketing Settings

Example Scenarios

I want to send a Welcome to Gold-Vision email once a week to

any new Customers When a Click thru generates an Activity for the Account Manager

for a call back I want the Sales person to receive an Alert in Gold-Vision

I want to be alerted when a Lead Touch Point Score exceeds 100 points


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Marketing Automation

Marketing Automation is an optional feature available on a subscription basis and includes the

following features:

Campaign Automation – Campaign stages (Gold-Vision Connect Emails, Phone Activities and

Call Backs) can be fully automated

Delay Sending – option in the Campaign Follow Up stage to delay adding the Recipients to the

stage

Touch Point Automation – Utilise Touch Points to set Alerts and automate key sales team

activity based on configured touch point scoring criteria being reached or actions being triggered.

Campaign Automation

Campaigns now support marketing automation as an additional subscription based feature. This

can be switched on per customer in the Administration Console based on a request to purchase automation.

Marketing automation is supported for both the Gold-Vision CRM database and the Lead

Management system, allowing automated correspondence and responses to be managed for both existing contacts and leads.

Campaigns can now be staged allowing the ability to automate one or more stages which have been configured. Users will be able to select when and how the data will be refreshed or sent to the end recipients.

Campaigns can be run manually (Run Once) or set with automation.

In order to create staged Campaign automation, complete the stage setup of your campaigns.

When selecting to run your stage you will be given the options below.


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Automated Connect Campaign

New Campaign

Add SourcesInclusionExclusion

Create Campaign Stage

Click to Run the Stage and set automation

Create Follow up Stage or

Additional stages

Set Follow up Rules

Gold-Vision

Set Automation Schedule

Apply Automated Template

Consider applying “Delay Sending” rule

Campaign Automation Using Gold-Vision Connect

Click “Go” to upload recipients

to Gold-Vision Connect

Review Recipients

Access Automated

Templates Area

Create new Template

Set Template to “Start” on

Sending Page

Campaigns/Stages

SourcesActivites/Callbacks

AutomationGold-Vision

Connect

You can then choose how regularly you would like to send the Connect mailshot. It is likely that you would want to choose ‘New Recipients Only’ as this means the mailshot will only send to new

recipients within the campaign source. “New Recipients only” – These are added when they are added to a source, for instance a source is updated and refreshed. Example: if you have a source which is made up of Accounts of

Type = Customer, any new customers to this source will be sent to.

You can select a specific start and end date if required or this can be left blank. If not dates are

provided the mailshot will continue to keep running.

If you plan to send the same mailshot on a monthly or weekly basis you may want to choose the

“All Recipients” from the automation setup screen. You may select the “All Recipients” option if


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you send a general mailshot related to specific products or offers on a monthly basis. Please note that as the template cannot be changed the suggestion is that the template should be kept generic. Example: a customer may want to send a monthly email to customers to direct them to their

website page for monthly offers on stock.

Campaign Automation – Gold-Vision Connect Connect now has a new feature to allow setup and sending of Automated Connect Mailshots.

This area is solely for managing automated mailshots and templates. Selecting “Automated Mailshots” will open an area where you can complete the following:

Create a New Template

View Mailshots that are setup for automation

Please note that with Automated Mailshots the template must be created prior to the campaign being set for automation.

Once the new template has been created it can be assigned against the Campaign Automation setup window in Gold-Vision Campaigns.

To start a new Automated Mailshot in Gold-Vision Connect: Open Gold-Vision Connect

Select Mailshots > Automated Mailshots

Select “New Automated Mailshot”

Enter the name of your Mailshot and “Create”

Click “Open” to design your mailshot

Design your mailshot as normal by either embedding your html or creating a new design. From with the design tool you can select another template to copy if required.

A new tab is visible during mailshot creation to allow you to review when the mailshot was run. You can also monitor campaign uploads to that particular mailshot.

Preview your mailshot as per normal and run the “Spam Check”

Select the Send tab and ensure you have ticked to agree mailshot terms. An additional button

is visible at the bottom of the page allowing you to start the automated mailshot.


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This will set your mailshot automation to start. The Mailshot Automation overview list will allow you to view whether or not a mailshot is set for “Automated Sending” or has been “Stopped”.

From the Campaign Stage in Gold-Vision select the required template from the drop down option available

Once you click Go the recipients will be uploaded to the Connect Template to be send according to the Automated schedule.

Please ensure that the Template is ready to be sent and that you have clicked Start in the

Automated Template. To stop the Automated Campaign click Stop


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Automated Phone Campaign

New Campaign

Add SourcesInclusionExclusion

Create Campaign Stage

Click to Run the Stage and set automation

Set to create follow up

activities or call backs when the campaign is run

Create Opportunity

Create Appointment

Create Booking

Gold-Vision

Campaign Automation Using Activities and CallBacks for Follow Up

Review Recipients

Campaigns/Stages

SourcesActivites/Callbacks

Automation

Creating Activities

Managing Activity Creation using Campaigns During the Campaign Stage setup a user can choose to setup automatic activities when the campaign is run.

This now replaces the option in legacy campaigns to “Create Activities when the Campaign is Run”. Selecting to create activities automatically will allow you to select additional options:

Activity Owner

Activity Stage

Start and Due date of activities created


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Running You will be given the following options when you click Run

Select Process Repeatedly or on a Schedule From the options select the frequency

From the Campaign Overview you can see how the Automation is set .

Click the Stop icon to stop the Automation.


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Lead Management Call Back Creation

Automation can also be used in Lead Management, creating Call Back for Lead Management users. You hve the option to assign un-assigned Leads to a user if necessary.

Running You will be given the following options when you click Run

Select Process Repeatedly or on a Schedule From the options select the frequency


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From the Campaign Overview you can see how the Automation is set .

Click the Stop icon to stop the Automation.


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Follow Up Stage

Delay Sending

Using the Delay Sending rule in a Follow Up Stage you can delay when the Recipients are added to

the Stage.

Example 1

Your first stage is a Connect email and your second stage is a follow up email based on the recipients

clicking a link you may wish to introduce a delay of a week to allow recipients to read and click on the

links in your Mailshot.

Click Save and Run the Stage. Select the Send repeatedly or on a Schedule option.

Select the timing (Daily, weekly etc) and the Connect Automated Template (as above)

Click Go.

Recipients will be added to the Stage and then be uploaded to Connect when they meet the

requirements of the rule set.


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Example 2

You are running an Automated Account Management Campaign to all your ‘Customers’ which creates

an Activity for the Account Manager to call. Because it is Automated, an Activity will be created for all

new ;’Customers’ (they will be automatically added to your Campaign Source) You then want to follow

up a week later with a Connect Email, using the Delay Sending option you can delay the adding of

the Recipients to the follow up stage so that they will receive the email a week after being included in

the first stage.

Click Save

Run the Stage, select the Send repeatedly or on a Schedule option.

Select the timing (Daily, weekly etc) and the Connect Automated Template (as above)

Click Go.

Recipients will be added to the Stage and then to Connect when they meet the requirements of the

rule set


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Touch Point Automation

Touch Point Alerts

With the release of Gold-Vision 7.0 a new Alert type is available called Touch Point Alert.

This is located in the following location: Select New Touch Point Alert

This new alerting type allows users to create an alert based on a Touch Point score.

There are three different types of Touch Point

Alerts that can be setup:

1) Account Touch Point: allows you to create a Touch Point alert associated to an Account.

2) Contact Touch pint: allows you to create a Touch Point alert associated to a Contact.

3) Lead Touch Point: allows you to create a Touch Point alert associated to a lead within the

Lead Management area of Gold-Vision

The following example will illustrate how to create a Touch Point alert. The alert will create an Account Activity when a Touch Point score for an Account is greater than 100 and then assign this Activity to the Account Manager with the summary of ‘Lead follow-up’.

Select ‘Account Touch Point’


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In the Alert text field this can be named ‘Create Account Activity when TP > 100 In the ‘Raises over’ field enter 100 (this will cause the alert to fire when the Touch Point score is greater than 100.

The Touch Point configurations list allows you to select a certain Touch Point(s) that have previously been configured in order to fire the alert. If no values are selected the overall Touch Point score is used for the alert to fire (the account Touch Point score in this example).

For the purposes of this example do not select any Touch Point configuration items.

Add a New Action allows you to specify what

you would like to happen when the above conditions are met. Click ‘Add Action’, select ‘Create a New

Activity’

Click the ‘Configure and manage data settings’ option that will now be displayed.

This will then allow you to set the default values for the Activity that is created.

Check the summary field and enter the following value ‘Lead follow-up’ (this will default the name of the activity to Lead follow-up)

Check the owner field and select ‘Account Manager’ from the drop down list (this will set the associated Account Manager as the owner of the

created Activity)

Once done click Save. Click activate at the bottom of the screen to enable the Alert. The Alert will

now create an Account Activity assigned to the Account Manager with the summary ‘Lead follow-up’ when the Touch Point score for the Account is greater than 100

.


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Creating Touch Points from Alerts

A new Alert action has been added to allow Touch Points to be added to an Item. For example – you may want to give a Touch Point score of 100 if an Opportunity of over

£10,000 is created.

Setting up Touch Points from Alerts is a two step process: 1. Create a Touch Point with a type of ‘Manual’

2. Create an Alert adding this Touch Point as an Action

Create the Manual Touch Point Data Touch Points Configure Touch Point Rules Select Gold-Vision Touch Points - New Rule

Enter the Name, select Action Type Alerting and enter a score, Save

Create an Alert

Alerting Configure Alerting New Alert On Save Alert Select Opportunity

Enter a name for the Alert Add a Condition eg

When a numeric range has been reached Add a figure eg 10,000 in the ‘Greater than’ field


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Add an Action

Select Add Touch Point

Select the Touch Point

Click Save and Activate

Once an Opportunity of over £10,000 is added, the Alert will fire and the Touch Point will be added:


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Administration

Marketing Settings

You can limit the number and type of Connect emails a contact receives.

In the Admin Console – Settings – Marketing Settings.

Once set Click Save.


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I want to send a Welcome to Gold-Vision email once a week to any new

Customers

You need to create a source of Customers, create a Connect Campaign set to run on a

weekly basis.

Create your Source – eg All Customers, create and run the Connect Campaign

Set the Automation and select the Connect Automated Template

This will now run on a weekly basis to all contact who are added to the source


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When a Click thru generates an Activity for the Account Manager for a call

back I want the Sales person to receive an Alert in Gold-Vision

You need to set the Follow Up Stage as above and add an On-Save Alert based on creation

on Campaign Activity


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AUTOMATION – ALERTING

I want to be alerted when a Lead Touch Point Score exceeds 100 points

You need to create a Touch Point Alert

Select Touch Point Alert Select Lead Touch Point

Enter a name for the Alert (eg Lead Touch Point Exceeded 100)

Add a score in the ‘Raises Over’ field

Add an Action eg Raise a Gold-Vision Alert. Configure as required. Save and Activate the Alert

marketing automation · 2019-06-06 · campaigns now support marketing automation as an additional...

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