If you want to send a single message as an individual or a broadcast, the Quick Send process is there to make it quick and simple. But if you want to build a series of messages that flow on from each other — qualifying your recipients’ needs and wants through targeted links and actions — Campaign Board is the tool to use.
Once you have created your campaign, you have options for data input:
- We can import data from your systems automatically through Zapier.
- You can upload a CSV file of contacts directly into your campaign.
- You can use our free online contacts database, complete with customisable fields, and either import your data or enter it manually.
You can then send the campaign manually, or kick off any number of campaigns based on definable text in set fields. There is no additional charge for using Campaign Board — we simply charge for the messages we deliver.
- Create an initial message — email, SMS, fax, or a mix of them.
- Based on activity from the initial message, set other messages to automatically follow:
- Email: a link was clicked (with different associated messages for each link), the email was opened or not opened, delivered or not delivered.
- SMS: the SMS was delivered or not delivered, or an inbound SMS was received.
- Fax: the fax was delivered or not delivered, or an inbound fax was received.
- Set conditional messages to go out based on the activities of other conditional messages — no limit.
- The initial message can be sent based on a list, or on a database entry.
- Automatically qualify leads by taking your audience on an automated journey.
- No extra charge for using Campaign Board — we only charge for the messages we deliver.
If you already have a login with us, you have access to Campaign Board. It’s simple to use and very effective: create your initial message, then “add an associated message” and set the condition to be met for it to send. As the screenshot shows, you can add as many associated messages as you like.
Sales Funnel feature
To help you stay on top of how your campaign is going and make sure you don’t miss an opportunity, the Sales Funnel feature lets you set a funnel level for each message in your campaign. For each level, configure alerts by email or SMS, or update a field in the contacts database — and with the database update, Zapier can automatically update your CRM so all avenues are covered. Set one, two or all three.
So you can see at a glance how the campaign is going, a Sales Funnel view shows how many recipients have reached each stage.
Recurring messages
You can also set up campaigns that recur — for example, SMS reminders that go out every day, every month, or even every hour. Kick them off when you create the campaign, or automatically when a database field has a set value.
Reporting
If you use Campaign Board for sales activities, watch your leads qualify themselves. As they work their way down the chain of messages, reports come in — and using the Sales Funnel feature we can alert you, with the lead’s details, as they progress through your campaign. That way you never miss a qualified lead.
Database
With your login to our website you have access to our online CRM for free. The Contacts option gives you an address book, custom database fields, and online tools to work your leads. We can set up processes to automatically import your leads into your contacts, which can in turn automatically kick off conditional messages.
Example: as leads come in from social media marketing, they are imported into the online address book using custom database fields — automatically, through Zapier. As soon as an entry arrives with “Google” or “Facebook” in the social-media field, a set of email messages is triggered to further qualify the lead. The Sales Funnel feature notifies you once the reporting shows genuine interest and intent, and you can take appropriate action.