How it works:
How do automatic trigger campaigns work?
A. Resolved Ticket + Paid Invoice
B. Days since Customer Creation
Alternatively, you can select "Skip the Ticket/Invoice checks" and the pool of customers will be based on the customer creation date. Setting the "Trigger Mailing When" field to 0 will skip customer creation check, and instead send the mail to all matching customers.
**PLEASE NOTE** - To trigger only based on customer search match, you need to skip ticket invoice checks and have the time delay set to 0. Without time delay 0, only new customers get the email. Without skip ticket checks, only customers meeting the search and having a paid invoice/resolved ticket would ever get it.
How does the Re-Arm work?
Setting a re-arm time will determine how long after receiving a mail from this campaign a customer will be eligible to receive the same mail again. For example, with a re-arm of 14 days, a customer that receives the mail one day can receive the same mail two weeks later, if they meet the criteria for the campaign still.
Send to Customer Contacts
Send Mailer campaigns to employees of businesses by selecting the Send To Contacts checkbox.
How do one time blast campaigns work?
One Time blast campaigns will go out on a day of your choosing by clicking in the box below and clicking on a date from the pop up.
A Note on Free and Trial Accounts:
Free and Trial accounts have certain restrictions on Mailer Campaigns. In particular, blast emails are forbidden, and triggered campaigns that target more than a few customers in a given day are blocked.
What if I don't want my customers to receive my campaigns?
You can edit the customer record and check the box next to "Opt Out - Email Marketing".
Will contacts on my customer record receive emails from Mailer?
What if I've already resolved tickets for customers that I want Mailer to automatically follow up on?
A 14-day follow up campaign is created today. You resolved a ticket for John Smith last week. John Smith will receive an email next week for his 14-day follow up.
Is there a way to pause a campaign once created, and restart it at a later time?
How do I add an image to my Mailer emails?
To add an image, you'll start by clicking "Insert Image" in the email body box:
A message box that looks like this will open:
The source should be the URL of the image. Please note that this must be a publicly-hosted image, so you'll want it uploaded to your company site, or to a site like http://imgur.com/.
The description should be a brief description/title of the image.
You can leave the dimensions blank, or specify a size. Constraining proportions will prevent the image from being distorted if it's being resized.
Saved Customer Searches:
We've added a powerful custom saved customer search to the software. This allows you to run searches based on various criteria such as customer custom fields, tickets, assets and more.
To start, navigate to the Customers tab and click on the plus sign on the far left of the page. A section will pop out showing you the Saved Customer Search like so:
Here you can click "New Search" to create a new customer list:
You can enter a Search Name, select the criteria for the search from the list below, then save the list. Once saved, you'll get a count of how many customers are in the list.
You can then click that search anytime to pull up that list from the Customer page, you can export to a CSV for use elsewhere, and you can also use this as distribution list in the Mailer module.
Using Saved Customer Search Lists in Mailer:
Once you have created the list, you can choose the list from the drop down in the New Mailing screen. Now once the campaign has started, it will go to the customers listed in the search that you created.
If you're using this feature to remind customers about warranty expiration, you can set that up by following the steps above. Just use the warranty expiration customer search setting:
Just name and save your search, and assign it to an active Mailer campaign as described above.
RMM Asset Search:
Create lists in a similar manner to Saved Customer Search lists, but using data from the Assets like OS, RAM, Storage space or active AV.
See how effective your Mailer Campaigns are by clicking the Statistics button
Statistics will show how many people are getting your campaigns. If they are opening them, clicking on them, sending you to Spam, or even Bounces!