User Manual - SalesNexus
Contents
1. 49 Es LL To insert an image into your template you have to first put it on the server Click on the small portrait icon This will open the upload image window e a ee ave Browse to your hard drive and upload the image to the server Close the box when logon salesnexus com FT102657 templates imgl you have uploaded all that you want to It Click Browse to browse to your image then click Upload will now be an option for any email Browse Aii template you work on Close To insert the image to your template have your cursor where you want the image to be click on the small tree icon next to the portrait icon Browse to your image on the server by clicking on the General Appearance Adwanced file image to the right of the Image URL line You will General Image URL see thumbnails for all images on the system To select the Image Description s i CSO image for your template click on it You will want to aga Oooo l give your image a description This is what the client Preview will see if they do not allow images in their email You will find that line under the Image URL line Behind the General tab is the Appearance Tab This allows you to set the image size from this window On the General tab when you have your image selected click on Insert SalesNexus 2013 www salesnexus com SalesNexus Online CRM and Email Marketing User Manu2. 11282012 email_engine_only 1 emails s last used 11 28 2012 10 04 40 AM active 112972012 testing_ 1 emails s last used 11 27 2012 1 54 02 PM active Over 2 MB Attachment 1 emails s active chad test_cicks 1 emails s active Apostrophe work flow test 1 emails s active BOUNCE TESTING 1 emails s active R3 Testing Round 2 1 emails s active More Campaigns Delete The Selected Campaign This will remove all completed and uncompleted activities and history induding sent emails Sales opportunities and opportunity history will not be removed Retire The Selected Campaign Retiring a campaign prevents more items from being scheduled to it but it will still be available in reports dashboards and Existing Campaigns Once you have selected the campaign you want you can either Delete it or Retire it NOTE Delete will remove all open and all closed items for this campaign It will remove all history of any kind associated with this campaign There is no Undo so be sure that is what you want to do before hitting Delete If you want to remove only open items please contact Chat Retire will block anyone else from being scheduled for this campaign but does not remove the history Stop You can now stop any emails from being sent that are in the que Simply click the Campaign name and click Delete NOTE This will remove all Pending emails for this campaign for all clients so if you do not want to rem
3. e Completed meetings Now choose who you want to market to next Once you have your list in view You can check the boxes to the right of the name and select the ones you want to work with To have all of them selected to be your current look up Click Check All and then click Make Checked Contacts My Look up Now you are ready to market to them again If you want to see your campaigns in shorter versions by date you simply make a copy of the campaign add the new contacts to the New Campaign and retire the previous one Email Templates Existing Campaigns Email Templates Add To Campaign Manage Work Flows Create Campaign Manage Subsciptons Library Clean Up Stop On the Campaign Tab click on the Email Template in the Orange Ribbon In this tab there are several folders They are used for the following e Email to Attendee Templates Used when sending a meeting notice to all attendees while in a task Pulls from contact and activity fields e Email amp Letters Templates Used for all email blasts and campaigns e Library s Email template Used to store cover letters for items in the library shortly this will not be needed e Private Templates Used to store templates only the user can access e Quote Proposal Templates Used from the Sales tab can create a proposal template that pulls fields from Contact and from Sales Opportunities For Creating email for Campaigns click on Email amp Letters Templates Cli
4. of 4 Calls 1 Meetings 0 Todos 1 Auto Email 2 Jate Time Type Priority Scheduled For Regarding Details Duration Complete Clear 2 15 2011 NONE Email Message a Harold Johnson time to party Q 0 mins Q z 2 20 2011 NONE Phone Call a Harold Johnson Are they coming to party Q 10 mins Q A 2 26 2011 NONE Todo a SN Admin End of Party Notice Campaign Q 0 mins a A 2 30 2011 NONE Email Message a Nick Smith Puppy Tea party OQ 0 mins A 2 Records 1 4 of 4 Calls 1 Meetings 0 Todos 1 Auto Email 2 Manage Subscriptions Existing Campaigns Email Templates Add To Campaign Manage Work Flows Create Campaign Manage Subscriptions Library CleanUp Stop Allows you to add to add new Mailing lists to your database All contacts are added to the mailing list Default in your database so you can start out using just the one You must complete the company information on this screen to be in compliance with spam laws To do that click on Campaign then Manage Subscriptions In this window you will see several fields that say they are required Company Information Company Name required Address 1 required Address 2 i City required State required Zip required Subscription Page Logo URL Save Your company s information must be entered in order to send emails To the right of that you will see all the mailing lists you have set up for your database Current Subscriptions Name Descripti
5. Online CRM and Email Marketing User Manual Selected Work Flow Activities Type After Start Date Regarding Tracking Open Notification Click Notification Email Template E mail 0 Days Ad To My House No No No Ad To My House txt If you did not create the workflow first you can follow the link back to the screen by clicking on Create New Workflow Now you type in a Campaign Name the Start Date and time and the Subscription you want to send to Subscription is the mailing list that you want to send to this is used to be in compliance with the Spam laws All contacts are added to Default You can also Schedule from here If you have already created your look up just click on Current Lookup you now have the option to schedule with one of your existing Groups without having to go to the Groups tab The default is Contacts will be scheduled later so you can always add contacts to this campaign later How to Schedule a Campaign for a contact or a lookup For a Contact Look up the contact you want in the orange ribbon at the top you will see Send Email Use this to send them a regular template TASK LIST CALENDAR MyRecord CAMPAIGN DASHBOARD To set them up in a campaign you click on Add to Campaign You will see the campaign options you have You can also add contacts to a campaign from the Existing Campaign window Select An Existing Campaign The default shows you the ones you recently used but sort Recently Used Alphabe
6. RLS Copy To Current Contact s Contact Docs Current Contact outlook 44 Copy Link To Document Right dick on document then click Generate Url Copy the following url for linking in a template http logon salesnexus com miscref sync3 library humus doc Confirm Link Click Here Clean Up Easting Campaigns Email Templates Add To Campaign Manage Work Flows Create Campaign Manage Subscriptons Library Clean Up Stop This feature allows you to delete Campaigns that you want to remove permanently or retire ones that you do not wish to use but would like to keep the details of This does not remove the templates or the work flow just that instance of the campaign itself SalesNexus 2013 www salesnexus com SalesNexus Online CRM and Email Marketing User Manual Select An Existing Campaign sort Recently Used Alphabetically M My Campaigns Only Name of template 1 emails s last used 1 3 2013 10 10 43 AM active chad_december 1 emails s last used 12 28 2012 5 01 49 PM active Aggies Beat Alabama 1 emails s last used 12 28 2012 5 01 21 PM active 11272012 testing_1 1 emails s last used 12 21 2012 6 59 28 AM active non_ tracking _email_campaign 1 emails s last used 12 21 2012 6 37 41 AM active Private Attachment Email Campaign 1 emails s last used 12 21 2012 6 33 55 AM active R3 Testing Adjusted Link Single 1 emails s last used 12 21 2012 6 08 30 AM active
7. SalesNexus Online CRM and Email Marketing User Manual Campaign Tab This tab has undergone the most change in our new release and there for has more items to note CONTACTS TASK LIST CALENDAR LOOKUP REPORTS CAMPAIGN GROUPS DASHBOARD Company Existing Campaigns Email Templates Add To Campaign Manage Work Flows Create Campaign Manage Subscriptions Library Clean Up Stop Existing Campaigns In Existing Campaign you will see the reporting for all the campaigns you have turned on the tracking for This has been improved to allow you to track the tasks as well as the emails You will also be able to track the bounced and do not send based on each campaign This feature is not available on Small Business or Professional 11282012_email_engine_only 11 28 2012 9 39 00 AM 11 28 2012 10 04 40 Am Emails Sent 4 Add To Campaign Retire Delete You have the ability to drill down into each of the campaign templates by clicking on the Name of the Campaign To the far right you will see that you can show your Active Campaigns or show the Retired Campaigns This allows you to remove campaigns from your day to day view if you are not using them but don t want to completely remove them You will also notice that you can now send this report to a printer so your report totals can be printed and shared Below the Date Time you will see 3 options e Add to this Campaign which will allow you to add an existing contact or an existing lo
8. al Now you are ready to start personalizing your template Contact Field To insert fields from the client into your template make sure the radio button to the far right is Cty Record Field oii ae in Contact Field C Field Label eo iiot Send Gabe Dog Breed i a of fields to find the one you want All fields are listed and are in alphabetic order Clicking F oe will take you to the first field beginning with F Eda Timestiame E mail Address riie Continue adding text and fields until your info is complete E mail System Put your cursor where you want the field to appear in the template and then scroll down the list Fay To add your own contact information to the letter change the radio button from Contact Field to My Record Field and now it will pull in the data on the users You can Save your document along the way but you want to make sure you wait till it refreshes before you make another change or close it otherwise you can lose your work As you are creating the template you can click Send Preview Email and that will send it to the email address associated with your My Record send Email With Template Send Preview Email Make Copy Now that your templates are created you are ready to create the work flow Click Send Email with Template and it will create the workflow for you the first time you send it Workflows are needed for email templates but not to print to word You can Make a Copy of the template if y
9. ask that tells you what URL in your email they clicked on Allows you to know when to follow up based on when they opened it and how many times they opened it e Last check box is if the task falls on the weekend schedule for Monday Click OK Now you can click ADD to add another item changing the options to fit your need as you build your workflow Once you have your work flow listed in this window add one more To Do task call it the End of XXX campaign set it as the last task of the work flow This allows you to have a task telling you this campaign is over for that contact SalesNexus 2013 www salesnexus com SalesNexus Online CRM and Email Marketing User Manual An activity campaign car have citner a start date or a duc date If the campaign as a start date eccivities will be scheduled efter the start date If the campaign as a due date activties wil be scheduled before the due date This campaign as a stat cate Due date Click Add to adc an activity to the campaign ck lirk to edt an actiity in the campaign Clck Next when you Fave specified al of the activites in the campaign ck Add to adc an actwty to the campaign Type After Start Date Schedule For Duration Regarding Priority Letters Subjects Library E mail 0 Days Current User 0 min Low August end of month newsletter txt x To do 10 Days Current User 0 min Enc of Special Campagn Low aA Click Next and you will have the widow to name your work flow and put in a
10. ck on Add Template in the Blue Ribbon this will open a blank template Ial P Add folder Add template Search No filter E Name _ Email Template 4 Templates Body gt J E mail to Attendee Template Sa eee ee aa ge LRN il E 7 U ao gt Styles Paragraph Font Family Font Size ky E mails amp Letters Templates ka 7 Zi oO J f a z ne a J 7 gt Library s E mail Templates A Ga Wa i 4 Ei 7 H c eg bef Oem HO A y y Z Private Templates A da H x x ET 4i E m a HI Ti B Quote Proposal Templates ah Sb F T eHseoR8 e At the top is Letter Description this is the name of your template make it only alpha numeric no special characters SalesNexus 2013 www salesnexus com SalesNexus Online CRM and Email Marketing User Manual Check box for Enable email send form checking this saves the coding for the To From and Subject lines of an email with your template Without checking it you can only print as a word document and mail merge At this point save your file by clicking on Save in the lower left corner When your screen refreshes you are ready to start building your template The tool bar above is used to build your template and change the features This functions a lot like Word and each button is named at the end of this document for your convenience B 7 U Styles Format Font Famiy Font Size B Xaa mA tE O l oom O AAA Biaeais32 no egi x P
11. ok up to this same campaign This is the same window you get when you click on the Add to Campaign with in a contact record but allows you to add a look up e Retire a campaign if you are not going to be using it again e Delete this campaign a new feature that allows you to control what you keep When you click on the Campaign name you will get the following details for that campaign Campaign 11272012 testing_1 StartDate 11 27 2012 10 57 00 AM Templates k Subscription Default Work Flow testing_11272012_wf Delete Campaign Make Checked Contacts My Lookup J lt lt lt gt gt gt 100 Number of Contacts 3 Recipients with Email Action Contact Opens Clicks First Activity Last Activity E Colin Grill 4 0 11 27 2012 12 00 47 PM 12 21 2012 7 05 29 AM E Tiger Woods 2 0 11 27 2012 1 47 07 PM 11 27 2012 1 53 20 PM E atest onetwo 2 0 11 27 2012 11 54 22 AM 12 21 2012 7 03 54 AM SalesNexus 2013 www salesnexus com SalesNexus Online CRM and Email Marketing User Manual This displays the totals for this campaign combined or you can select to see them by template You can see how your subject line is working to increase your open rate By seeing the detail of clicks per template you can see how your Call to Actions are preforming You also can choose to see the following e All contacts in the Campaign e Recipients without email actions e Opens e Clicks e Opt out e Bounced e Completed calls e Completed to dos
12. on Default Default mailing list Edit Delete To add contacts to an existing mailing list click on Edit for that list and you will see the option at the bottom to add contacts SalesNexus 2013 www salesnexus com SalesNexus Online CRM and Email Marketing User Manual Library Existing Campaigns Email Templates Add To Campaign Manage Work Flows Create Campaign Manage Subsoiptons Library Clean Up Stop Seas When you click on the Library link you can upload any document from your PC to the library Once it is on the server create a link to it that allows you to track the people who clicked on the link Now instead of just sending an attachment you can use it to help with your marketing plan To upload a document click on the folder you want to save it in and click on Upload Document You can now browse to your PC to find it Add folder Upload document Search No filter pa 4 Library 4 Public Documents funambol developers guide v 10 0 pdf funambol nstallation and administration guide pdf humus doc gt J Private Documents Once it is uploaded you can now create a link to use in templates Click on the document in the window on the left Right click and pick Generate URL The path is in the window on the right If you want to confirm the link you can do that at the bottom Copy this link up to your clip board to paste into your template We recommend copying all to a word doc so you don t lose the U
13. ou want to make alterations but keep the same look and feel Once you have a copy you will just need to rename it as it will read Copy of XXX Manage Work Flow Existing Campaigns Email Templates Add To Campaign Manage Work Flows Create Campaign Manage Subscriptons Library Clean Up Stop Work flows are used to show the steps that will be involved for a that series of emails or tasks On the Campaign Tab when you click on Manage work flow you are taken to the area where you can create a new workflow make a copy of an existing one or change the status of an existing one When you click on one of the existing work flows you will see the activities that make up that work flow to the right To Create a new workflow click on GO This will open up the window to start the workflow e Choose Start date e Then Next e Now click ADD to open the task window SalesNexus 2013 www salesnexus com SalesNexus Online CRM and Email Marketing User Manual In the ACTIVITY type you can change it from a To do to a Call Meeting Email or Mail it for me Depending on the choice you make it will change the field choices you see amp A work flow must have at least one activity Note All activities will be timeless f Activity type E mail v Auto Send Duration 0 min v Priorty Low v 1 Select Template Select Attachment Event_Invitation_iblue txt z v Subject Schedule activity 0 Days v AFTER Start date Schedule for Cur
14. ove all pending emails please contact Chat to have the specific one removed Groups Tab Existing Campaigns Email Templates Add To Campaign Manage Work Flows Create Campaign Manage Subscriptons Library Clean Up Stop To look up a group Go to the group tab in the top row Click Display All to see all your Groups SalesNexus 2013 www salesnexus com
15. rent User v Ring alarm 0 minute v before activity Enable tracking Enable open notification Enable click notification V If activity falls on weekend schedule on folowing Monday e On the email Activity type you will see Auto Send This allows you to set the email to go out on the given day without any interaction from you This means the emails will go out the day they are scheduled even if you do not log into SalesNexus e You want to select the template you have saved in the Manage Template folder Emails amp Letters Templates and Library s Email Templates e You can select an Attachment you have in the Library e You can enter your Subject line in the space provided e Schedule Activity x days AFTER Start date allows you to set this email to go out at a given number of days from the time you start the campaign 0 Days is always same day the campaign is scheduled to start e Schedule for allows you to send it out from a specific user Current user will be the one scheduling the campaign Contact s Record Manger will choose which ever user is that contacts Record Manager e Check Enable Tracking if you are on Complete allows you to create the report that tells you when they received it e Check Enable Open notification to create a task for you on every opening of your email template This allows you to follow up based on when and how many times the template was opened e Check Enable Click notification allows you to have a t
16. subscription Once you have named it just click Finish 1f you created an End of XXX task copy that name as your workflow name Final Step Enter A Name And Description You have successfully created your new work flow The final step is to type in the name and description below then click Finish This wil help you identify it in the future To use the work flow go to Create under the Campaign tab Work Flow Name Kendras Test Work Flow Description Finish Create campaign with this work flow Once you have created your templates and the workflow you want to use you can check the box and it will create a Campaign with the same name as your workflow Or you can create the new campaign using this workflow Create Campaign Existing Campaigns Email Templates Add To Campaign Manage Work Flows Create Campaign Manage Subsciptons Library Clean Up Stop When you click on Create Campaign you will get this window Choose A Work Flow Ad To_My_House v Create New Work Flow Choose the workflow you just created from the top dropdown You will see the activities that make up Campaign Name Start Date the workflow to the right 1 38 2013 9 40 AM i Subscriptions Default v Schedule With These Contacts Current Contact outlook 44 Current Lookup no lookup established In This Group Groups r Contacts will be scheduled later SalesNexus 2013 www salesnexus com SalesNexus
17. tically Elmy Campaigns Only you can choose to see all Campaign or only the ones chad_december you created Aggies Beat Alabama 11272012 testing 1 non_tracking_email_campaign Private Attachment Email Campaign schedule the time you want it to go out R 3 Testing Adjusted Link Single 11282012 email_engine_only You can set the date you want to start the campaign and 11272012_testing_2 From this window you can choose which contacts you Over 2 MB Attachment chad_test_cicks Apostrophe work flow test look up and even a one of your existing groups BOUNCE TESTING R3 Testing Round 2 Nameof template Then click Add to Campaign at the bottom want to schedule it for from current contact current More Campaigns Create Campaign Schedule Date 1 3 2013 10 04 AM cy Schedule With These Contacts Current Contact SM Admin Current Lookup no lookup established In This Group Groups SalesNexus 2013 www salesnexus com SalesNexus Online CRM and Email Marketing User Manual All the tasks for that campaign will now appear in the Activity tab for the contact s If you delete any one open task from a campaign it will give you the option of deleting all open tasks for that campaign ACTIVITIES GROUPS CONTACT DOCS SUBSCRIPTIONS Home Info Alt Contact REFRESH Display Al dates Users Al users M cals V Meetings M To dos Y High V Medium M Low only Timeless F cleared V Auto Email REFRESH Records 1 4
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