How can you tell when someone hasn’t opened an email in LeadMaster

LeadMaster has some great E-Marketing and marketing automation tools that make it easy for you to track who has opened and who has clicked on links in your email marketing.  For example, the reports available from the E-Marketing menu provide many options.

Reporting on Opened Emails, Links that were Clicked etc.

Reporting on Opened Emails, Links that were Clicked etc.

But how do you track emails that haven’t been opened?  You could click on the contact link in each record and examine the email history for each contact, but if you’ve got a large list it wouldn’t be very efficient.  To automate the process requires a couple of straightforward steps.

First mark all the records indicating they haven’t opened an email.  The easiest way to do this is to search for the records you want to track and use the option menu to update records.  For this example I’m using the marketing mix field, but any field that can be updated using ‘Update Records’ will work.

Update Records Initially with a Status of 'Has not opened Email'

Update Records Initially with a Status of ‘Has not opened Email’

Next, you’ll want to create a workflow condition that says – if someone opens an email and they have a mark on their record that says they haven’t opened an email – then mark it that they have opened the email.

This will take a couple of steps.  First, create the workflow by clicking the ‘Add Workflow Process’.

Workflow Setup - Check to see if they've opened an email

Workflow Setup – Check to see if they’ve opened an email

Second, create the condition in workflow that checks to see if they opened an email.

Workflow Condition

Workflow Condition

Now you’ll want to mark the record saying they have opened an email.  Again you’ll use workflow and ‘update records’.

Update the record that it was opened using workflow 'Update Record'

Update the record that it was opened using workflow ‘Update Record’

Now you are ready to send your email campaign.  After sending you can search on the marketing mix to see which records equal ‘Has Not Opened.

Search on Marketing Mix to Find Records that Have Not Opened the Email

Search on Marketing Mix to Find Records that Have Not Opened the Email

From here you can add them to a lead nurturing track, assign them to inside sales for follow-up, send them a direct mail piece etc.

 

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 F.A.Q, LeadMaster Solutions

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