Question

• How can I build a Marketing Campaign?
• How can I add an issue to a Marketing Campaign?
• How to track/monitor mass emails in CRM (fka Luxor)?

Creating a Campaign

Note: in order to access and use the Marketing Module in CRM (fka Luxor), you will first need to ensure that your Email Settings are configured - see this article for more information Email client settings in Luxor

Disclaimer: The Marketing module should not be used by someone who is not utilizing your company's domain inside of Admin > User Management.

Marketing Campaigns allow you to monitor statistics for your mass emails in CRM (fka Luxor ). You can see how many emails were bounced, clicked, opened, etc in order to determine the success of a campaign. 

To create a Marketing Campaign follow the steps outlined below:

1. Log into your CRM (fka Luxor) environment
2. Click on the Marketing module on the left-hand navigation menu
3. Click "Add New Campaign" from the actions menu on the left-hand side
4. Enter the Campaign name (ex: Monthly Newsletter). Keep in mind that each Campaign can have multiple issues, therefore you do not have to create a separate campaign for each monthly newsletter for example.
5. For "From email address" enter the email address that you want to display as the "From"/sender
6. For "Reply To email address" enter an email address which you want any replies to be sent to 
7. Click Save
   
   

Creating a Marketing Issue

Marketing Campaigns are made of Marketing Issues. Follow the steps below to add a Marketing Issue to your existing Marketing Campaign:

1. Once a Marketing Campaign is created, you can add issues to it.
2. To do this, you'll need to open the Marketing Campaign and click the + symbol next to Campaign Issues
   
   
3. After you click the + symbol, you will need to fill out the Campaign Issue details, including the date you would like to schedule the email for, the template you would like to use for the campaign issue, and the target list you want to send the emails to. NOTE: keep in mind that you can add a date in the past, however, the system will send the email as soon as the campaign issue is saved to the system.
4. Choose the email template that you would like to associate with the marketing campaign issue, then click Save when you are finished.
5. Once your email campaign issue is sent, you will be able to monitor statistics regarding the success of the Marketing Campaign.

Questions? Contact Us

This article is meant to serve as a reference only and is not a substitute for training. If you are interested, feel free to check out our bi-weekly Marketing webinar + Q&A sessions hosted by our CRM experts. 

• Marketing Module Basics - must be deployed to attend
• Marketing Automation - must have completed Marketing Stage 1 training (within CLC) and attended Marketing Module Basics to qualify