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Create a new campaign

Let's start our campaign by creating a new one from the top-left dropdown Create new:

In this page you will be required to insert a few pieces of information: 

  • Campaign name
  • Type: email
  • Status
  • Start and end dates

 

Warning

You should not insert any information in the MailUp section, these will be compiled by the tool itself with the statistics of the sent item. 

Add members to your campaign

You will then need to add members to your campaign by clicking on the Manage Members button:

You will be able to select your campaign members by using the Salesforce filters.

Tip

You can also add campaign members from other reports you might be running in Salesforce, at any time

After identifying the contacts you want to add to the campaign:

  • Click on Add with status 
  • Set it to Sent
  • You will see these contacts at the bottom of your campaign page in the section Campaign Members:

Export campaign members to MailUp

Buttons and actions

You can now export your campaign members to your MailUp account by clicking on the MailUp button on the top of your page.

The data will be "pushed" to the List within your MailUp account that you have specified in the Configuration.

Here is a description of the buttons that you will find on this page, and what they do:

Button

Action

Export members to MailUp

Pushes the contacts to MailUp, assigning them to a Group named after the Salesforce campaign

The data included in any mapped fields is exported to MailUp.

Import statistics in Salesforce

Imports campaign statistics from MailUp to Salesforce

Go to MailUp

Opens a new browser window and logs you into your MailUp admin console

Create message from template

Creates a new message in MailUp, using one of the 400+ available templates.

This is needed to associate the message in MailUp with the Campaign in Salesforce. You will edit and send the messages using MailUp so that you can leverage all of its features.

Create empty message

Creates a new, empty message in MailUp (i.e. a message not generated from a template).

This is needed to associate the message in MailUp with the Campaign in Salesforce. You will edit and send the messages using MailUp so that you can leverage all of its features.

Choose this option if you want to create the message from scratch using the message editor in MailUp, or if you want to copy and paste your own HTML.

Refresh message preview

Allows you to see the latest version of the message, retrieved from MailUp, without having to log into your MailUp account.

This is useful if - down the road - you want to see what email message was associated with this Campaign.

View report

Allows you to view campaign statistics directly in Salesforce, without having to log into your MailUp account.

For more detailed statistics, log into your MailUp account and visit the Statistics section in the navigation.

What happens after exporting to MailUp

After clicking on Export members to MailUp, click on Go to MailUp to be automatically logged into your MailUp admin console.

  • Under Recipients > Groups you will find a new Group of recipients with the name of the campaign. Note: if a recipient already existed in MailUp prior to this campaign:
    • The recipient will be assigned to this new Group. The recipient remains assigned to any other group it had already been assigned to
    • The recipient's profile will be updated with the latest information coming from Salesforce. This applies to the data contained in the fields that have been mapped between Salesforce and MailUp in the configuration.
  • Under Messages > Email > Saved  you will find the message that you have associated to this Campaign (see Create empty message or Create message from template in the table above)

Create a new message

Ready to create a new message? First, choose if you want to use a MailUp design or prefer an empty message e click on Create message.

As mentioned above, this step is needed to associate the message that will be sent in MailUp with the Campaign that has been created in Salesforce.


You will be able to find your message in your MailUp admin console under Saved messages:

  • The message is named after the Campaign 
  • Campaign details are saved to the message Notes.
  • The message is not edited and/or sent in Salesforce, but rather in MailUp. This is because MailUp contains all the advanced features that you need to create, test, and execute a professional email marketing campaign.

Modify your message and see the changes in Salesforce

Whenever you change the message in your MailUp console you will be able to see them in Salesforce by clicking Refresh message preview, or simply by refreshing your browser.

This ensures that you are always one click away from seeing exactly the content that has been sent (or will be sent) to your campaign members.


Send your message from MailUp

If you are ready to go, just send the message from MailUp and select your previously created Group in the Select recipients page.

Warning

Remember to always change your message's subject. Keep your notes as they are and you will be able to always reference your message back to your Salesforce campaign.

Check your results

After sending your email you will notice a new button on the Salesforce page: View report. The pop up it opens is the copy of your MailUp Summary report.

Synch your statistics

A couple of days after sending the message, you should easily import your statistic in Salesforce with the button Import statistics in Salesforce and you will be able to see the data in the campaign page in the MailUp section: 

And in the campaign members details page:

If a user unsubscribes in MailUp, the Email Opt-out field in your contact or lead page will be automatically checked.

Use your data

The data that you imported are visible in each campaign member field and can be used to run a report in Salesforce and to create further campaigns.

Tip

Some example of campaigns:

  • Re-engage your user by running a report on those campaign members that did not open a specific message and try to engage them with different contents.
  • Send specific offers to those members that opened a previous campaign related to a product or service

 

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