Sales campaigns are a great way to engage with potential clients before they book services with you. You have the capability through Releventful to set up multiple sales campaigns for specific event types and based on varies stages of the sales process.

To locate the sales campaign scheduler, select the scheduler icon on the left-hand navigation bar and select “Sales Campaigns” in the menu that appears. You should see a sample campaign loaded to your account for you to review as a demonstration of how sales campaigns can be configured. You can reuse this existing campaign or use this as a starting point to build your own unique sales campaigns.

Open any existing sales campaigns by clicking on the name from the list or create a new campaign from scratch with the “Add Sales Campaign” button in the upper left-hand corner of the page.

You can copy any of the existing campaigns by opening them and selecting the three dots at the top of the page. Select “copy sales campaign” to make a copy of this campaign. Use that copy to customize the sales campaign to match your business needs.

When you create a new campaign with the “Add Sales Campaign” button at the top of the page, you will be presented with available prompts and templates to choose from. These are all geared toward the industry indicated in the campaign name. You can select one to work off of, or create your own from scratch with the “blank campaign” option.

When creating a new campaign, you will want to start by giving the campaign a name.

Your clients will not see this name. This is just for your internal reference only.

The purpose of the sales campaign is to set up automated messaging to be distributed to clients that fall within the outlined configuration settings. You will see in my example here that there are three email messages set up in this sales campaign keying off of the “qualified” sales stage. The “qualified” sales stage refers to the stage this lead is at on the sales pipeline. You can set your sales campaign messages to go out based on certain triggers in the system.

As a reminder, you can utilize the sales pipeline to manage your leads and book of business. Please refer to our sales pipeline tutorial for more information.

For this sample I am showcasing today, as soon as a lead is generated in the system and placed in the qualified stage on the sales pipeline, the first email in this campaign will be sent to them. The following two emails in the campaign are set 5 days and 10 days after the lead is placed in the qualified sales stage. After the initial email on the first day as a qualified lead, the client will receive additional communication every 5 days based on these email schedules.

Let’s look further into these email settings and review the options available to you around messaging and the email scheduler.

For each of the sales campaign emails, you can utilize any exiting email templates that you have in the system in the email templates repository. To do this, select the “choose existing template” hyperlink to select the template you wish to utilize. After you select the template, the subject and email body fields will populate to pull in that selected template’s verbiage.

If you do not have an existing email template to work with, you can create one from scratch in this window as well. You can proceed to populate the email subject and body to reflect the message you want to be sent to the client.

Utilize the token manager to pull in any variable placeholders. This is a great way to customize the email message for the users receiving them. The tokens allow you to personalize the message but still automate the communication process.

To add a header to an email message, you can insert a one-by-one table. Place your logo within the single cell table and center it.

Next, you can choose how you want this message to be delivered to your client. Use the drop-down menu to select email or SMS messaging.

Proceed to select the “Notification Settings” tab at the top of the page to open the settings for the notification.

It is not required, but you can place a specific user in the “from” field to specify who the message is being sent from.

Underneath the send from settings, you can set the schedule for when the email should be sent to the client. Select the three dots to open the available options and select the “change email schedule” prompt that appears.

In my example, this email schedule is outlined as being sent “on” the “qualified” sales stage. This indicates that as soon as the lead is placed in the qualified stage on the sales pipeline, this email will be sent to the client.

You have the option here to place a timeframe before or after a lead is placed in a given sales stage. For example, we could adjust this to be 5 days after qualified.

We could also pick a different sales stage entirely by clicking on the “qualified” text and adjust to one of the other sales stages. For example, you might want to send this email 5 days after the lead is placed in the “proposal sent” sales stage.

Along with the sales stages, you can trigger emails to be sent within set timeframes keying off of the event start date, end date or even pipeline close date. To locate these options, click on the sales stage displayed in the third field.

Open the “schedule trigger” field and select “default” instead of “sales stage change”. In the second field, you have the additional options to choose from around the event date, pipeline close date or the automation start date. The automation start date refers to the date the sales campaign is kicked off and is the most commonly used for an initial email.

If I wanted to send this email 3 months before the event, I can select the “event start date” and select “done” to add this trigger to the email. Back on the original setup window, I can place “90 days” before event start date to indicate that this should be sent three months prior to the event.

As a more advanced option, you can add conditional triggers to this as well. For example, if I open this back up by selecting “event start date” you will see the option for additional trigger conditions with the “add” option below.

Use the AND / OR condition to add additional trigger settings. I might want to send this email 3 months before the event but only if the lead is in the “proposal sent” sales stage. I could add an additional trigger condition for “and sales stage is proposal sent”. Once populated, I can select “save” and see this condition added to the trigger. Select “done” and see the modification to your trigger back on the original edit screen.

Below the trigger rules, you can schedule when the message will be sent when the conditions are met. Enter the desired time of day for the email or SMS message to be delivered. Select “save” at the bottom of this window when you are ready to save and implement this email to the campaign.

To add additional messages to a campaign, select the “add notification” button at the top of the page.

When you are ready to turn on a campaign, toggle the “off” button to “on” in the upper right-hand corner of the page. Once enabled, you can select which event types the sales campaign applies to. By default the campaign will be applied to all event types, but you can change this by clicking on “all new events”. In the pop-up window, you can set this sales campaign for a specific event with the available drop-down menu.

Remember to select the “save” option at the top of the campaign to save any recent changes.

Back on the sales campaign menu page, you will see the name of an existing sales campaign alongside the automatically added setting. If the automatically added setting is set to “yes” this sales campaign will be applied to all leads that meet the campaign criteria.

You can see which event type the sales campaign applies to in the “event type” column as well as all of the emails set to be sent under the “template” heading.

For additional tutorials, please refer to our tutorial library at help.releventful.com.