sugarcrm user group online: email campaigns part i

SugarCRM User Group

February 28th

Topic: Email Campaigns Part I

Today’s Speakers

Bill HarrisonCEO & FounderEpicom

Corporation

bill@epicom.com

Twitter: @follow_bill@epicomcorp

Eric WikmanEngineering

ManagerEpicom Corporation

eric@epicom.com

Agenda

• Learn best practices for configuring and setting up email in Sugar. – Why it’s important!

• SugarCRM training on:– Email setup and management (Admin)– Schedulers and Workflows as it pertains to email– Bounce mail and SMTP– Email settings

• Q&A with presenters and Epicom engineers

Upcoming User Groups

• Tuesday, March 6th: Email Campaigns Part II– Campaign Management Training in Sugar

• How to create email templates and newsletters, embed tracker links, and create target, suppression, test, and seed lists in Sugar.

• Tuesday, March 13th: Email Campaigns Part III– Advanced campaign management and reporting

• View status of your campaign and tracked links• Learn about integrated solutions for extending your email

marketing

Steps toward Better Campaign Management

Configure email and work with IT

Update user’s email settings

Create target lists and content

Train and increase user acceptance

Email Campaign Management

The first, and often biggest, challenge of email

marketing is getting your message delivered

successfully

Steps in Email Delivery

Internet

SugarCRM

SMTP Server

Receiving Mail

Server

Mail Client

Some popular methods for filtering and refusing spam include email

filtering based on the content of the email, DNS-based blackhole lists (DNSBL), greylisting, spamtraps

In recent years, mainly due to concerns over spam and a general trend towards centralization, problems have arisen for small organizations and home users wishing to run their own email server.

As of 2011 many ISPs pre-emptively block outgoing connections to TCP port 25 on domestic

connections, and larger email providers have increasingly stringent requirements for other

servers that wish to transfer emails to them. For example: reverse PTR records of the sending mail server are often checked before accepting mail. The PTR record must be set up by the ISP, which may refuse this request to a small-business or

domestic user.

Other problems encountered by small mail-servers include zealous use of

blacklisting and a presumption of guilt by blacklisting services and large email

providers, which classify "new" servers as spammers by default. Such measures have inevitably reduced the overall

number of small email-servers, and some end-users have opted to outsource to

paid services instead, exacerbating[citation needed] the problem for those not wishing to

outsource.

CAN-SPAM Act of 2003

• Unsubscribe compliance– A visible and operable unsubscribe mechanism is present in all

emails.– Consumer opt-out requests are honored within 10 days.– Opt-out lists also known as Suppression lists are only used for

compliance purposes.

• Content compliance– Accurate from lines (including "friendly froms")– Relevant subject lines (relative to offer in body content and not

deceptive)– A legitimate physical address of the publisher and/or advertiser is

present.– A label is present if the content is adult.

• Sending behavior compliance– A message cannot be sent through an open relay– A message cannot contain a false header

Conclusion:Regardless of your delivery

method

Don’t Send Spam!

One Option: Use a Commercial MTA

• Amazon SES – very affordable, but little customer service

• InBox 25 – Has an integration with SugarCRM

Determine Your…

1. Newsletter, Email, or non-email based campaigns in Sugar

2. Define campaign targets and build lists using Sugar

3. Create content that will both engage your targets and won’t end up in the spam folder

CampaignType

CampaignTargets

CampaignContent

Why worry about this stuff…

• Schedulers and workflow triggers depend on it

• Controlling and understanding batch email quantities and send times can keep you out of the spam folder

• Campaign management done effectively and consistently will lead to better metrics

SugarCRM Training

Topic: Email Campaigns Part I• Email setup and

management (Admin)• Schedulers and

Workflows as it pertains to email

• Email Que, Bounce mail and SMTP setup

• Navigating and overview of the Campaign module

DEMO in Sugar

Questions?

Join the LinkedIn Group:SugarCRM User Group - ONLINE

or email: info@epicom.com