Start to Finish Tutorial on Automation Marketing Campaigns

If you would like us to personally help you do your follow up letters, see our Marketing Package where we will do them with you and ensure they are correct.

Marketing Campaigns are made up of individual email reminders, each one personalized by you to include any information you like and delivered to the customer on a schedule of your design. The system comes pre-installed with an example campaign, which you can edit to your liking, or you can create a new campaign from scratch and hand-design each notification to be sent out as part of the campaign.
There is no limit to how many individual Campaigns you can create on Arborgold Cloud, but at any time only one Campaign can be set as the Active Campaign. When a new customer’s Job Proposal is created, they will begin receiving automatic campaign messages according to the schedule of the current Active Campaign.


“Setup” Screen


The Setup area of the Automation Marketing interface is dedicated to creating and editing message templates and using them to construct Campaigns. Your first stop should be the “Templates” tab, where you’ll find several example message templates already set up and ready to use.

You can edit these message templates using the “Edit” button on the right-hand side of the screen, or create any number of brand-new templates using the larger “Create Template” button at the top.

See “Designing and Editing Campaign Message Templates” for more information on designing the individual messages that will be sent out as part of your Marketing Campaign.
Once your message templates are designed to your liking, you’ll organize them into a Campaign under the “Campaigns” tab.

Hit “Edit” on the right-hand side of the screen to make changes to an existing Campaign, or select “Create Campaign” at the top of the page to design a brand-new Campaign.

Campaigns can include as many follow up messages as you like, but should always include at least one. Add them to the campaign one by one, in the order you want the customer to receive them, by clicking “Add Template to Campaign.”

Remember that only one campaign may be active at a time, and when a new Job Proposal is created for a customer that customer will be entered into the current Active Campaign, to begin receiving email follow-ups based on that schedule. The “Interval” column shows how many days will elapse between messages.

New Features:

Test Email Option

With the 4.0 Update, you now have the ability to email a preview of an automation template to yourself. This allows you to get an idea of what you are sending out to your clients without having to create an entire test campaign.

When you click "Test Email" you will see a popup window which allows you to enter an email address to send the test email to. Enter the address of your choice, and click "Send Email" and a mock template will be sent to the address entered.


“Management” Screen


The Management area provides an overview of customers currently in your active Campaign, as well as past Campaign activity. The first tab, “Customer Campaign Batch,” lists messages that are currently scheduled to be delivered to customers in the campaign. By reading this screen you can determine which step of the campaign any customer has reached and when they are scheduled to receive the next automated follow-up email.

You may select customers on this screen manually using the checkboxes visible and the right-hand side and use “Send Selected” in the “Action” drop-down menu if you wish to send a particular message to a customer ahead of schedule. This will immediately move the selected customer(s) to the next step in the campaign. You may also remove customers from the campaign entirely by selecting them and choosing the “Remove” action on this screen. For more information about how to remove a customer from a marketing campaign, refer to Customer Enrollment in Campaigns.

Did this answer your question?