In this guide, we will take a look at how the Marketing module of Framework360 works. Through it, we can send emails or SMS to our lists of leads.
Step 1: Create a customer list
The first thing we need to do is create a list of customers to whom we want to send an email or SMS or an automated sequence of emails and SMS.
Let's go to the Customers item in the main menu of the platform. At this point, the software allows us to manually add our customers or (as is most often the case) import a CSV file containing our customers' data.
Once we have entered our customers' data in the Customers section, we need to create a specific list of customers to whom we want to send our email or SMS.
To create a specific list of customers, we must access the item Lists located in the marketing module of the main menu like this:
Marketing > Recipients > Lists
Once inside the Lists item, we create a list to segment our customers by clicking on the Add function located at the top right.
This step is very important!
Once inside, we give our list a Name and proceed to select the Sync Customers: option
Through this option, we can synchronize all previously imported customers into the list we are creating, or select based on which parameters to import the customers.
The parameters can be defined based on:
- Date and time
- Demographics (for example, if we want to send the email only to a female audience)
- Device
- Browser
- Operating system
Step 2: Let's create the sender of the email or SMS we want to send
To create the sender we need to go to:
Marketing > Campaigns > Senders
At this point, Framework360 will even give us the possibility to select, in case we are setting up the email sender, the address from which the email should be sent and the address to which our customer can potentially respond.
Step 3: Let's go create our campaign
To create our campaign we go to:
Marketing > Campaign > Create new campaign
At this point, we should select whether we want to create a standard campaign or an automation.
In the event that we decide to create a standard campaign, Framework360 in the campaign configuration screen (shown above) gives us the possibility to choose:
- Which list to send the email or SMS to
- When to send the email or SMS
- Set up a repetition (if we want the campaign to restart after a certain amount of time)
- Choose whether we want to create an email or an SMS
In the creation of emails, Framework360 gives us the ability to build the email in HTML format using the visual builder (as shown in the figure below) or to create a plain text email.
Once our email is created, we will insert the sender and the SMTP server. If we have an external server to Framework360, we can set it up through the main menu item Email Server.
As for creating an SMS, we would click on the Create SMS item and set up the title and body of our SMS.
Once the campaign is created, we should click on the top right button Update Status and then on Activate to launch our campaign.
