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Earlier this week, our team hosted a webcast on Sugar's Campaigns module. We explained the main functionality of the Campaigns module and different strategies for using it. Here are the video recording and questions asked by our audience during the event:
Campaigns in Sugar are used for two main things: email blasts and tracking ROI of marketing and sales campaigns. Even if you have a Marketing Automation Platform, it's great to use Sugar to track ROI of your campaigns since the most accurate sales and Opportunity data is in Sugar.
Targets are a record type that represents the coldest lead you can think of--these people are more like prospects. The Targets module exists so you can keep less qualified prospects in your system without junking up your leads module. Target Lists are what are used to segment your records (Contacts, Targets, and Leads) for email blasts or other marketing campaigns.
Yes, although you wouldn't use Campaigns for this. You would instead use Advanced Workflows to create a series of email templates with pauses in between them.
Yes. There are several ways to add records to a target list--and one way is by adding reports. When you add a report, all records that are in the report will be pulled into the Target List. So if you can run a report on it, you can create a Target List on it. Note that unlike Reports, Target Lists do not automatically update.
The Campaigns module will track email opens, as well as how many people click on URL links in your emails. This information can be found on the individual email records.
No, the lists do not automatically update. The Contact will continue to receive the campaign unless they opt out (unsubscribe) or you manually remove them.
There are four ways to keep Target Lists updated. The first and most manual method is to add and remove records individually. If you are dealing with very many records, this will be too hard to keep up with. The second method is to re-add the report to the Target List. Note that this will only add new records that are in the report and won't delete any records that no longer meet those criteria. The third way is the best way to keep Target Lists updated with Sugar's out-of-the-box tools--and that is to delete the Target List and create a new one. This will ensure all records meet the criteria. If you use Target Lists heavily, we suggest you invest in a customization such as our Auto Update Target Lists feature that will keep lists updated for you automatically.