Qasper

Bulk email/campaigning

Other references:

Qasper's email module, click here.

Email/drip marketing (multi-phase) campaigns, click here and here.

Creating templates, click here.

The bulk email/campaign page is called "Campaign Central" and is a function of the Activities and Actions module. It looks like this:

Get the list from either Query builder or Group builder. You can save, print and open the list, delete any item, and double-click any list item to manually add a checkmark to indicate the item has been actioned (or double-click to uncheck an item so that it can be actioned).

Enter a subject, locate attachments and enter contents as needed, or use the [Tmpl] button to pull a template from Document manager.

Managing Campaign Central

Start Qasper's multi-recipient email (bulk email) from one of two locations:

1. Bulk email menu selection in Activities and actions detail page:

To get to the above, select an existing email or simply create a new one:

From your Home page:

Or from the Activities list: 

2. From the Campaign actions and info panel in a campaign program step:

This is a two-step process. After selecting one of the above menu choices, the appropriate module will display. 

Query builder

1. Query builder will display. Select the query you want to use, define the criteria, etc. and click the [Run] tab:

2. Select the "As bulk email or campaign" checkbox. 

3. Review and modify (if required) the "Max # recs to return" and "Max chars in any text field", then click [Display records]. 

4. Review the list. You can click the folder icon to view the contact record or go back and modify the Criteria for the query as needed. 

Hint: If you are basing your query on information contained in a regular or custom field of the contact record, when you click the folder icon on a row to view the contact you can, of course, change that field if needed and re-run the query. 

For example, a contact might be in the list that you don't want to email. Suppose you have a custom field in Contacts named, "Newsletter?" with a Y or N value. If you want to exclude the contact, enter Y in the field, save the changes and re-run the query.

5. Click [Begin bulk email/campaign]. That will send the list to the Campaign Central function then display this message:

Group builder

1. Group builder will display.

2. Select the Group you want from the drop down list and click [Begin bulk email/campaign] with this group to send the list to Campaign Central.

Using Campaign Central

Templates

Templates are the best way to set up a multi-recipient emailing. Create your template in Qasper Quill. Design it to suit your needs and use Qasper's Quill. Here's a quick overview:

Click here for template building information.

Use the various options to test and/or set up the critieria you want to impose.

Options (self-explanatory)

Choose how many records you want to email in each "block". Many ISP's limit the number of emails in a given time period, to prevent spamming.

Save your list

It's important that you save your list to preserve the checked/unchecked status of any of the items in the list:

If you need to rerun the list, refresh the Query or Group, first save your list, then click the button:

(would show Query if the Campaign Central source list was Query builder)

If you have saved the list before rerunning it, Qasper will merge the checked status of each record in the saved list into your refreshed list. This allows you to change your list as needed when rerunning.