Qasper

Email "Campaigns"

Other references:

Qasper's email module, click here.

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

Creating templates, click here.

Creating bulk email lists, click here.

There are 3 basic components of email campaigns:

Qasper's email module

Document manager (for retrieving templates)

Query Builder (for the filtered list of contacts)

The process:

• Qasper's email "campaign" is comprised of a list of target contacts, access to templates and Qasper's email module.
• You will be preparing a query list of the target contacts in Query Builder, then leaving the list on-screen while you prepare the emails.
• You create a new email in the email module and insert the recipient by clicking on a row in the Query Builder list.
• An email can access a template so that the subject, attachments and content are standardized through the process.
• Once one email is done, you can memorize the subject, attachments and content so that they can be quickly pasted into the next email.

1. Use Query Builder to build a list of contacts. Click here for details.

2. Generate the list.

a. First, select

b. Click [Fetch records]

3. Leave the list displayed. You will be loading the contacts one by one into email by clicking the folder icon.

4. Start a new email. Click here for more information.

5. Click [Tmpl] to download your template (if applicable). For more information, click here.

6. Click the folder icon in Query Builder on the row you wish to use. That will insert all the contact information into the email.

7. At this point, your email should be ready for sending. It will have a subject, attachments and content.

8. Send the email.

9. You can now click [Mem] to memorize the subject, attachments and content.

10. For all the emails thereafter, it's very simple:

• Start a new email 
• Click [Apply]
• Click the next contact on the query list.
• Click [Save/Send]

Of course, if you want to repeatedly load the template, that's OK too.

Using Query Builder to build a list of contacts 

Below is an example of a query set up for an email campaign: 

Query Builder Requirements for templates. 

  a. For information on using Query Builder, click here.

  Please ensure the following table and fields are in the query:

i. Table - the Primary table must be Contacts.

ii. Fields - the following are the minimum fields required:

• ContactID
• FirstName
• LastName
• Company
• Email
• Email2
• Email3

  b. Include whatever other fields you may need to specify your filters. For example, you might want to include City, then filter on that. Or you might want to include Industry and Category for specific filtering.

  c. Save your query.

  Example of a query built for an email campaign:

  Define:

  Criteria:

  SQL:

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