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How to Work With Marketing Module

Create the Marketing List

After creating of the new marketing campaign, it is necessary to define in the Marketing list tab the selection of those contacts that will be reached by your campaign. This list can be defined by using different filters from the Projects, Deals, Companies and Contacts modules. For information how to define this list, go to Create and Edit Marketing List.

Mass Actions Over Contacts

If you have already created the marketing list, you can manage the list (send bulk mail, print labels or envelops) by clicking the Action button in the top part of the Marketing window.  Execution of these actions is connected with MS Word - this software commonly allows you to use mass mail functions and users are familiar with them. The only exception is when using the Professional Email service - in that case, a web guide will be open to set the campaign. Use of the Professional Email is conditioned by an active account. For more information about the registration and Professional Email campaigns, go to Integrate Marketing Module With Professional Email Service.

It is necessary to mention that all actions (under the Action button) are applied to all contacts in the marketing list and any sub-selection (marking with mouse and CTRL, etc.) will not be taken into consideration.

Before launching the bulk mail using MS Word, please read the articles about global settings of the Marketing module, especially Number of Emails Sent in One Batch and Interval in Minutes After Which Another Email Batch Is Sent. Settings described in these articles radically influence the speed of the marketing list processing and editing these settings may increase the potential danger of putting your email address on the blacklist. The Professional Email service is solving this issue internally and editing of these settings has no effect when using Professional Email service.

Monitor Responses and Plan Activities to Particular Contacts

The history of the communication with a particular contact can be viewed by clicking on the number that is representing amount of responses (the Responses count column in the Marketing list tab).

If you are connected to the Professional Email Service, all responses are automatically downloaded every five minutes, if you are connected to the internet. The interval is gradually prolonged and is set to stop automatic responses download when the week after the campaign start is reached. The intervals are set to the marketing specialists' statement that receivers would decide to respond in a week or less. You don't need to update the list of responses yourself. And in the need, you are always able to download new responses manually.

If you are following the communication outside of eWay-CRM and you need to transfer it to the system, you can import it by the Action button where you select Import Responses. For more information about importing responses, go to Import Responses.

If you are using the Professional Email campaign, it is possible to update the campaign by using the Refresh button. New responses - if there are any - will be downloaded from the server of the provider after refreshing. The type and amount of responses changes in the time, so it is appropriate to refresh the campaign every time you want to work with responses or statistics. You also can refresh all the campaigns at once from the main list of Marketing campaigns - just select all the items and right-click one of them, choose Refresh from the context menu.

If the communication with contacts deals to a task or you want to create individual business deal, right-click this contact and choose the New option where you can select a specific type of the item.