Email Marketing Automation Adds New Feature

After sending an email marketing campaign in LeadMaster you now have the ability to tag the records of people who either opened your email or clicked on a link in the email with a marketing activity so that those records will show up in search results.

You’ve always had the ability to see who opened your email and who clicked on the links with the E-marketing reports.

E-Marketing Reports - Opens & Clicks, Over Time, By Email Address, Unopened

E-Marketing Reports – Opens & Clicks, Over Time, By Email Address, Unopened

Now using workflow automation you can identify those prospects in 3 easy steps.

Step 1: Click on Administration, Click on Automation and Workflow Management, Click Add Workflow Process, give your workflow a name and select – Applies When: An email recipient clicks on a link in an email message, click Save.

Email-Marketing-Automation - Create an automation for an open or click

Email-Marketing-Automation – Create an automation for an open or click

Step 2: Click Add Action and select ‘Add an Activity’ and click next.

Email-Marketing-Automation- Add an Action and select Add an Activity

Email-Marketing-Automation- Add an Action and select Add an Activity

Step 3: Select the marketing activity and if you’d like the marketing status and click submit.

Email-Marketing-Automation- add a marketing activity & optionally a marketing status

Email-Marketing-Automation- add a marketing activity & optionally a marketing status

That’s all there is to it – a few clicks and you’re all set.  Now you can search on opens and clicks.

 

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

Explore posts in the same categories: General Info, LeadMaster Solutions, What's New at LeadMaster

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