Supported Plans: Growth
Supported Platforms: Gmail/Salesforce
Ebsta for Salesforce's Email Campaigns enables you to send a series or sequence of emails to introduce new customers to your business or automatically follow up with Sales prospects.
You can add personalisation to each email sent within a campaign; maybe add a line to the first email template mentioning a blog your prospect authored and in the next, refer to the fact that you recently connected with them on LinkedIn.
You can set follow-up tasks in Salesforce, define customer journeys based on behaviour and on certain outcomes or events e.g. an email reply, and analyse what email templates and content are most successful.
Campaigns are shared at company level so an Admin/Manager can setup and provide the campaigns to all users. Users can also setup their own campaigns.
Watch this short video tutorial to learn how to use Email Campaigns or read the article below.
How to create an Email Campaign
1. Open the Compose window in Gmail and click the Email Campaign icon.
2. Ebsta will display the last three used campaigns (if relevant), give you the option to select another campaign or create a new campaign or review an existing one. Click New/Review.
3. This will open up the Campaign Manager section of Ebsta's Control Panel. Enter a Campaign Name.
4. By default, the first action in the campaign is Send Email. Click on the pencil icon to edit the email body and subject.
5. You can select one of your Salesforce Templates by clicking on the arrow icon in the top left-hand corner and selecting it from the drop-down list.
Note: If your Salesforce Template contains merge fields, you will need to remove them and replace them using the Insert Merge Field function.
Or you can set up your own email template by typing directly into the wysiwyg or by inserting html into the Code View. You can toggle between the two views until you are happy with your email.
Ebsta supports merge fields - you can add merge fields into the email by clicking Insert Merge Field in the bottom right-hand corner and selecting the field you wish to use from the drop-down list.
Note: The AutoSignature merge field is populated with your default Gmail Signature upon sending.
6. When you are happy with your email, click Save.
Now you need to make decision about what follow up you want to occur if there is no response to the email and within what timeframe.
7. Click the +icon directly underneath the Send Email box and use the dropdown to select when to trigger the next action. In the example below an action will occur if no response after 3 days.
8. Hover over the +icon to select to either Add Task to Salesforce or Send Email .
To Add Task to Salesforce fill in the required fields in blue action box that appears.
To Send Email, go through the same steps as above in the green action box that appears.
Now you need to make decision about what follow up (if any) you want to occur when/if the recipient responds to your email.
9. Click the +icon directly underneath If Recipient has Replied and select to either Add Task to Salesforce or Send Email .
Again to Add Task to Salesforce fill in the required fields in blue action box that appears or to Send Email, go through the same steps as above in the green action box that appears. The action will occur immediately after the recipient replies to the email.
10. You can add further steps to the sequence by clicking the +icon.
Top Tip: You may want to trigger an email to go out or a task to be added to Salesforce after a certain number of days regardless of response to the initial email using the Wait Set Time option. In the example below a follow up email will be sent after 1 week regardless of response to the initial email.
11. When you are happy with your campaign, click Save in the top right-hand corner.