Sugar User Group: Email Campaigns (Part 3)

by J.D. Perez on March 27, 2012

Recently, UpCurve Cloud’s Engineering Manager, Eric Wikman, hosted the third and final part of a III part online training series. This portion of the series focused on how to schedule emails to build your own nurturing campaign in Sugar. Additionally, Eric went through the process of integrating solutions to extend your email marketing. The session wrapped up with user Q&A. Here are some of the most common questions we received and answers from the session.

Q. I have an error message that says, “The scheduler is not set up for bounced mail.” What does that mean and how do I set it up?

A. Schedulers are used to schedule jobs such as dispatching campaign Emails and importing new inbound email from a POP3 email mailbox. To set this up, go to the Campaigns module and select View Diagnostics page. This is where it will check that your email and scheduler are set up correctly. If the scheduler is set up, a green check mark will appear on the left-hand side of the screen next to “Schedulers Detected.” If it is not set up, it will display a red X. You must be an administrator to adjust this. Next, click on “Administration” at the top-right of your screen. Then click on Scheduler on the left column in the System section. Select the scheduled event “Run Nightly Process Bounced Campaign Emails” that is listed as “Inactive” under Status. Then click Edit and change the Status on the drop down menu from Inactive to Active. Click Save. Repeat the last two steps for “Run Nightly Mass Email Campaigns”. NOTE: You must have a Cronjob setup to run all of your automatically scheduled jobs. Check with your server admin to make sure this is setup correctly on your server.

Q. If you use a Gmail or Microsoft email client, how do you set that up in SugarCRM when configuring your email?

A. Go to the Administration tab in the top-right menu bar in your CRM screen. Under Email, click “Email Settings.” Select your Email provider and enter the correlating email address and username.

Q. When you send out the campaign, what is the difference between a “soft bounce” and a “hard bounce” in Sugar and do those emails go to different locations?

A. A soft bounce means the email was not delivered because the mail server was temporarily unavailable. However, it will continue to try and send the message. A hard bounce is when an email account no longer exists or is invalid. Note: Sugar is going to monitor your bounced email address and will flag those records in your View Status page as problematic.

Q. How would you resend the same email a second time to a revised target list, filtering out those who have already opened the email or opted out of the original email?

A. You are able to add additional people to the original target list and resend the same campaign message. When you resend the campaign, Sugar will automatically suppress those who have already opened the email without having to manually remove them from the target list. Though useful, this process will make your metrics less accurate (i.e. the total volume of “Attempts” will double). A target list can specify individuals who either need to be included in a campaign or excluded from a campaign. You can create one of the following types of target lists:

  • Default - A list of people who are campaign targets and receive the campaign email.
  • Seed - A list of people who need to receive the campaign email but must not be tracked as potential leads. Typically, these are individuals who must approve the campaign before it is launched.
  • Test - A list of people who receive the campaign email to test how different email clients display the campaign message before you send it out to the default list.
  • Suppression List - A list of people you want excluded from the campaign email recipient list. Typically, these are people who chose to opt out of receiving your campaign message. Suppression lists can be by ID, email address, or domain.

NOTE: Test and seed lists are ignored in email tracking statistics. Contact us for further information on any of these topics.

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PRODUCT: SugarCRM

AUDIENCES: End Users Administrators