Running a marketing campaign

Akuiteo enables you to set up automatic marketing campaigns for third-parties (e.g. customers), through newsletters, phone calls, etc.

Prerequisite:

  • Your target must have a list of third-parties.
  • You must have set up types of campaigns and campaign actions.

A target contains a list of third-parties who will receive emails, documents, marketing campaign elements, etc. It enables you to quickly contact multiple third-parties for business or communication purposes.

Manually

1 Go to Management > Campaign > Targets > .
2 Enter a code and a call name, then save.
3 Start a search for third-parties (customers, prospects or contacts).
4 In the search result, right-click on the third-parties you want to add in the target.
5 To add contacts from several companies in the same target:
  1. Start a search for customers.
  2. In the search result screen, select the customers from which you want to add contacts in the target and click on .
  3. In the contacts search results, select the third-parties to add in the target.
6 Click on and select the target to associate with the third-parties.
7 Validate and go back to Management > Campaign > Targets.
8 Start a search and open your target. It now contains the third-parties.

Automatically, via the query system

Go to People > CRM Query System and select the type of CRM object to search for.

Start a search.
1 In the Fields section on the left of the screen, hold the Shift key and select the information to search for by clicking on each one of them (e.g. Email, Company, Name and City of the customer, and Name of the contact).
2 Hold the mouse and drag the information to the List of fields section at the bottom of the screen.
3 Press Enter.

A search result displays columns with the Email, Company, Name and City of the customer, and Name of the contact.

Filtering the result

You can refine your search using the filter section.

By keeping the information of the above-mentioned example, let us assume that you want to display the list of customers who have the following features: email specified in Akuiteo AND customers located in cities starting with an L.

1 In the Fields section on the left, select Email and City for the customer.
2 Hold the mouse and drag the information to the Filter section on the right of the screen.
3 Select a Filter type in the drop-down list (e.g. 'Starts with' then specify L in the Value field).
4 Click on to validate your filter.
5 Press Enter.

A search result displays columns with the Email, Company, Name and City of the customer, and Name of the contact, for the customers located in a city starting with an L and with the email specified in Akuiteo.

Customizing the filter

To add options to your filter, you can use the Formula field.

The code of each filter is indicated in the # column.

OR

For example, you want to display the list of all customers whose email is specified in Akuiteo as well as the list of all customers living in a city starting with an L. However, customers will not necessarily have both features at the same time.

In this case, you must specify the city code + OR + e-mail code in the Formula field.

For example: F01 OR F02

AND

If you want to access the list of customers with both features at the same time, you must specify: city code + AND + email code.

For example: F01 AND F02

NOT

If you want to access the list of customers from a city that is not strictly equal to a value in a list:

1 Create a filter with the following characteristics:
  • Field = City
  • Filter type = In
  • Value = List of desired cities, for example London, New York, Toronto
2 Save the filter.
3 In the Formula field, specify: NOT Filter code

Example

If the Filter code is F01, specify: NOT F01

When the query is started, you get the list of all the customers from cities that are neither London, nor New York, nor Toronto.

You must set up actions (email sending, phone call dunning, etc.) and types of campaigns (mailing, phone call, etc).

Setting up campaign actions

1 Go to Tools > Setup > General setup > Sales.
2 Double-click on Campaign action types > .
3 Enter the information about the action to perform.
4 Save.

Setting up campaign types

1 Go to Tools > Setup > General setup > Sales.
2 Double-click on Campaign type > .
3 Fill in the information about the campaign.
4 Save.
1 Go to Management > Campaign > Campaigns > .
2 Under the Header tab, select the campaign type, the code (if you do not have the automatic numbering of objects set up) and its start date.
3 Name the campaign and enter the campaign's manager.
4 Select the campaign's target.
5 Click on the Actions tab, then on .
6 In the section below, indicate:
  • The campaign's action type, the manager code and the action's label.
  • Under the Event generated section, the event that will be generated (e.g. internal works, fair, etc), the manager's role and the object.
  • The type and characteristics of the generated event (appointment / note / task hours and its target contact, customer, etc). Once you have selected the type of event, you can enter the start and end dates.
7 Save by clicking on at the top right. The action is displayed in the Actions section above.
8 Repeat the operation to add other actions if necessary, then save by clicking on at the top left of the screen.
9 Right-click on the action(s) and select Implement the actions.
10 Validate. Your campaign can start.

You can view the information in the Sales Dashboard. See Analyzing the project from the 360-degree view..

Once you start your campaign, you can add customer feedbacks after receiving an emailing for example.

1 Set up events feedback statuses from Tools > Setup > General setup > Cross-cutting > Event feedback status:
  • Code = OK
  • Label = Accepted
  • Rank # = 1
2 Save and repeat the action for a rejected event.
3 Set up the event category from Tools > Setup > General setup > Cross-cutting > Event categories:
  • Code = User Club
  • Check Return management and save.
4 Create a new event.
5 Select the Category with return management.

A Status field with the labels set up (Accepted/Rejected) is displayed. Thanks to this indicator, you immediately know the status of your campaign in terms of customer or prospect feedback.