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Campaigns in PlanMill are easy to create and maintain. Keep in touch with your target audiences according to your sales and marketing strategy. Daily, weekly, annually or any other time interval. Make them visually compelling with attractive graphics, images and company logo.

Demo

How to create compelling visual campaigns

Screencast or YouTube

See also Campaigns used by Sales & Marketing Executive

Key features

Add new contacts to campaigns

To add contacts to campaigns:

  • Go to Campaigns view.
  • Select a campaign.
  • Click on list of members. You can select multiple contacts at the same time and choose "Connect to the campaign."
  • You must select the Campaign in the selection list.
Send campaigns by mass email

You can send campaigns directly by mass email in PlanMill.

Target campaign items to a specific audience according to a certain language group. List recipients in the contact list in a certain a specified language. You can send emails to many members of the campaign at the same time. Each member of the campaign list gets a secure private email. The email list is not viewed by the entire list of recipients.

Enable recipients to easily unsubscribe

Receivers can choose to "unsubscribe" by clicking a link on the email, which comes with the message. Link is sent with the selected language for the campaign. When the recipient click on the "unsubscribe" link, the campaign automatically becomes "canceled". The recipient will no longer be part of the campaign list and will not receive further email campaigns.

Transfer data from campaigns

It is possible to transfer or export any campaign information from the members list through Excel or CSV- text file. The extracted data for example is used for marketing purposes using or a third party or another system (eg, web queries). You can also save your contact list in Microsoft Excel format and then export the data to PlanMill Campaigns.

You can also send email attachments with customized letter templates, for example in Microsoft Word. See instructions from Microsoft Office products web site or get information under the heading "Create letters".

List view

  1. Open the Campaigns tab and you can see the list view of campaigns. Filter the campaigns by using the filters in the filter section. Each row lists a campaign with links to different modules. Open the form for editing the specific campaign by clicking on the "(edit)". Clicking on the "Name" opens the specific campaign's summary. That shows more detailed information about the campaign. Open a report of all the contacts attached to a campaign by clicking on the "Persons" for the specific campaign.
  2. To delete one or more campaigns, check their check boxes and click on “Delete selected” in the tools section.
  3. Create a new campaign by clicking on the "New campaign" link in the tools section.
  4. Export campaigns listed in the view to MS Excel by clicking on the "Export to MS Excel" link in the tools section.

Summary view

  1. Open a campaign's summary view by clicking on a campaign's "Name" in the list view or when saving a campaign in the form view. See more detailed information about a single campaign in the summary view. Open the form view for editing the campaign by clicking on the "Edit campaign" link. 
  2. Find "tools section" links for creating other items by clicking on them values from the action are inherited to the new item.
  3. View the summary view as a PDF by clicking on the "view PDF" link in the tools section.
  4. To add a new mail to the campaign, click on the "New mail" link in the tools section. The form view for mails will open.

Categories

Campaign information: Lists the common fields for the campaign.

Description: The free text field for describing the campaign in detail.

Attachments: Lists the uploaded attachments for the action.

Mails: Lists the mails added to the campaign. By clicking on a mail's subject, you can open the mail's summary view. To edit a mail, click on the "(edit)" link for the specific mail. Clicking on "(delete)" will delete the mail.

Support for event-related status handling such as Registered, Cancelled, Participated and Not participated.

Form view

The form view for Campaigns contains three sub tabs: Campaign information, Attachments and Email notification. The campaign is saved by clicking on the "Save" link. The "Save as new" link saves the campaign as a new item, which is practical for using an existing action as a base for a new campaign.

Default fields

Name: Use a descriptive field to describe the campaign, e.g. "Newsletters in English ".

Responsible person: A user that is set as responsible for the campaign.

Status: Defines if the campaign is active or inactive.

Type: The type fields describe the type of the campaign, e.g. Email or Exhibition.

Start date: The start date of the campaign.

Close date: The close date of the campaign. You can leave this field blank.

Planned cost: Give a campaign's planned cost.

Actual cost: Enter the actual cost for the campaign here.

Description: A free text field for describing the campaign in detail.

Related to partner contact / partner account: Relate a campaign to a partner contact.

Related to project: Relate an action to a project.

Attachments: You can upload up to 10 attachments for a single action.

Summary view (Mails)

  1. Open a mail's summary view by clicking on the mail's subject in the campaign's summary or when saving a mail in the form view. Open the form view for editing the mail by clicking on the "Edit mail" link.
  2. Send the mail by clicking on the "Send" link in the tools section. In the mail's form view is possible to make last-minute-changes before the mail is sent.
  3. To send a test mail to yourself, click on the "Send to myself". The mail will be sent to you so that you can verify that it looks ok.
  4. View the summary view as a PDF by clicking on the "view PDF" link in the tools section.

Form view (Mails)

The form view for Mails contains two sub tabs: Mail information and Attachments. Save the mail by clicking on the "Save" link. The "Save as new" link saves the mail as a new item, which is practical for using an existing mail as a base for a new mail.

Default fields for mails

Subject: The subject field for the mail.

Body: The body field for the mail.

Campaigns: Defines to which campaigns the mail is linked to.

Sender: Defines the email address that will be set as the sender for the mail.

Attachments: Upload up to 10 attachments for a single campaign or campaign mail.

Labels

crm crm Delete
psa psa Delete
erp erp Delete
marketing marketing Delete
email email Delete
campaigns campaigns Delete
crmmodule crmmodule Delete
psamodule psamodule Delete
erpmodule erpmodule Delete
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