The Direct Campaigns app enables you to track emails of the contacts, that satisfy the defined criteria (i.e.) any email sent from Apptivo to a contact record can be tracked. To do this, you need to Enable the Email Tracking in the Homepage Settings. There two options provided:
- Contacts - This allows you to track the emails sent to contacts based on the desired contact attributes (Contact Details, Contact Information, etc.).
- Emails - This allows you to define the criteria based on the email attributes (Subject, Sent Date, Template & Tags). So based on these attributes, the contact’s sent email history can be tracked.
Note: To view the Complete status of the Direct Campaign Deliverability, the Email Tracking should be enabled. Click here to know more about Email Tracking.
Steps to enable Email Tracking
- Click on the “Email” tab on the Collaboration Activities.
- Click on More (...) → Settings → Email Tracking.
- Slide the “Toggle On” to “Enable tracking for outgoing email”.
Steps to set up a Direct Campaign
- Login and access the Direct Campaigns app from the universal menu.
- Click on the Create Button.
- In the Create Direct Campaign page, add the name, Start Date, and End Date of the campaign.
- In the Contacts section, enable the “Enable dynamic contacts”.
- By enabling the toggle, the criteria section will get open to add the condition based on the attributes on the Contacts app.
- In the Criteria section, add the attribute Assigned to in the Insert Attribute.
- Select the Operator “=”.
- Add the Assigned To employee name or the team by clicking on the Search Icon.
- Select the Employee/ Team from the list.
- Now, the Contacts of the selected employees will get added to the targeted list.
- Now, enable the toggle to Enable dynamic Email.
- By enabling the toggle, the criteria section will get open to add the condition based on the subject of the email, send date, Template, and the Tags.
- Select the Sent Date.
- Select the “In the Last” as the Operator.
- Add the number and select the Days, Weeks, Months, or Years.
- Select the Weeks from the Dropdown so that the emails that are sent in the past two weeks will to the list.
Note: Based on the criteria, the email address will get added to the list. You can only track the emails that are sent from the Contacts App.
- Once the condition is added, click on the create button.
- The Campaign will get created.
Steps to send an email from Contacts App
- Once the Campaign created, go to the contacts app.
- Select a list of the Contact that is assigned to the Sales Person Miss. Rose Jensen.
- Send an email by using the Bulk Action as well as an individual email to Contacts that are assigned to Miss. Rose Jensen.
- Here, select all and click on the Bulk actions.
- You can view the Compose Email side panel with all the selected email addresses.
- Select the Template and click on the Send button.
- You will get the notification that the emails will be sent individually. Click on Ok.
- The emails will be sent to the selected list.
Steps to track email in Direct Campaign app
- Once the email has been sent from the Contacts app.
- Go to the Direct Campaigns app, select the Campaign Sales Campaign.
- Click on the Dashboard from the Campaign Overview page to view the communication status of the campaign.
- Click on each status to view the list of emails for the campaign launched.
- Click on the Emails.
- You can view the list of emails sent to the contacts added.
- Click on Emails Tab to view the list of emails added by the created email condition.
- Click on the Export button to export the list in the excel file.
- By the same, you can view the list of emails according to the status of whether the emails are Delivered, Opened, Clicked, Replied, Bounced, Unsubscribed.
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