How to use Direct Campaigns App by using dynamic email and dynamic contacts?

Direct Campaign app from Apptivo automates to track the emails that are sent from the contacts app by adding the dynamic email and dynamic contacts under certain criteria in the Direct Campaign app. The targeted emails and the Contacts can be added by using the predefined criteria. With that, the contacts and the emails will get added automatically to the targeted list based on the condition.

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.

• Select the Email.

• 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.