Setting up a Drip Marketing Campaign

Before you start, make sure that:

• Your E-marketing Administrator has enabled you for Drip Marketing - check that you have access to the New Drip Marketing Campaign action button from Marketing | E-marketing.
• You have completed the e-mail address verification with Swiftpage - once the E-marketing Administrator enables you for E-marketing, an automated verification e-mail is sent to you. Check your Junk or Spam E-mail folder if you have not received it yet.
• You have access to the Internet - communication between Sage CRM and Swiftpage is required for the E-marketing features to work. This is carried out over the Internet.

To set up a Drip Marketing campaign:

1. Select Marketing | E-marketing, and click on the New Drip Marketing Campaign action button. All the fields on the Campaign, Wave, and Wave Activity panels are described in Campaign, Wave and Wave Activity Fields.
   Note: The Group is set at campaign level only for Drip Marketing campaigns. All Drip Marketing wave activities work from variations on the initial group set up for the campaign. For example, you can set it up so that all recipients who opened and clicked into the first e-mail automatically get added to the next stage, which may be a Drip Marketing Call List activity.
   
2. Complete the Campaign fields in New Drip Marketing Campaign, Step 1 of 3.
3. Click Continue.
4. Complete the Wave fields in New E-marketing Campaign, Step 2 of 3.
5. Click Continue.
6. Complete the Wave Activity fields in New E-marketing Campaign, Step 3 of 3. Note: The first wave activity of a Drip Marketing campaign must be a Drip Marketing E-mail.
7. Complete the Drip Marketing E-mail fields. These are described in Drip Marketing E-mail Fields.
8. Select Preview Recipients to review the people who will receive the e-mail.
9. Select Save & Send to complete Step 3. The Drip Marketing E-mail Activity Summary page is displayed.
10. Click Continue to return to the Drip Marketing Wave Summary page. From here you can add more wave activities to the same campaign wave. For example, this could be another Drip Marketing E-mail, or any other standard wave activity types. Note: Standard wave activity types can use their own Groups, even if they are set up within Drip Marketing campaigns. They are executed separately by user-driven workflow, rather than Drip Marketing automation.
11. When you are ready to start the Drip Marketing campaign, click the Launch Drip Marketing Campaign action button from the E-marketing Campaign Summary page. No changes can be made to the campaign once it has been launched. If you need to make changes, for example, to add another wave activity, click the Suspend Drip Marketing Campaign button.

Go to Campaign Management home page...

See Also:

E-marketing E-mail Fields

Campaign, Wave and Wave Activity Fields

Campaign Wave Activity Action Types