The first section on the dropdown menu under emails is the campaign section. This page is where you can see an overview of all ongoing email marketing campaigns you have, view results, and manage your campaigns. You can click on any campaigns you have previously sent and view the results. On the right hand side, you can see how many drafts, emails currently scheduled, emails that have been sent, emails that have been completed and how many leads were generated from the campaign. STEM utilises campaigns to group many related emails together. It’s up to you to decide how you run your active marketing campaigns and manage the emails within them.

Creating a New Campaign

To start creating a new campaign, simply click the “New Campaign” button and the below pop-up box will appear. In the pop up box enter the name of your new campaign and write a brief description/overview of the campaign. i.e. what is the campaign about, what are the goals, what do you aim to achieve. Then click the “Create” button.

Upon clicking “Create” you will be redirected to the campaign view. As this is a new campaign there won’t be any emails to begin with. There are three sections to each campaign that are divided into tabs.

Emails Tab

Contains all campaign related emails. These can be filtered by the different states of an email. (i.e. all active, draft, scheduled, sent, completed, failed, archived and trashed emails). They can be sorted by changing the other drop down, and the or symbols can be used to sort ascending or descending, as indicated by the direction of the arrow.

To create a new email, click either the “Create Email” button or, if there are no emails currently in the campaign, click the “create email” link in the email table. This will take you through the steps of creating an email, for more information, see Creating an Email.

Overview Tab

Once you have sent an email, the overview tab will become enabled and will display the combined stats for all emails sent. This includes the same 6 stats that are present in the email results page: Sent, Delivered, Total Opened, Unique Opened, Total Clicks, and Unique Clicks. These stats are visualised in a bar chart beneath the stats. It is possible to filter by date range if this is required by clicking in either of the date boxes and selecting a new date range using the date range picker that pops up. It is also possible to check/uncheck complete and sent to include or exclude emails with these stats from the stats displayed.

Contacts Tab

The contacts tab contains the lists that have been added to your account, they can be created and individual contacts manually added, or imported from a csv file. This csv file could be created with Salestracker’s many export options, or externally, e.g. with Excel. These lists are then available in the add list pop up under the “Contact List” folder, see “Creating an Email” for more information. You can delete contact lists using the “Delete Selected” button after checking the box next to the list(s) you wish to delete, or individually by clicking on “Actions” and then “Delete”.

It is also possible to view a list to cherry pick the contacts within that list, and to make sure the right contacts are in the list. If a contact in the list is associated with a Salestracker customer, a link to that company will also be included, which can be clicked to navigate to that company’s record.

The process of importing contacts requires you to click “Import Contacts”, choose a csv you wish to import from, type a name for the new contact list, and then map fields to the headings in the csv file. Not all fields are required, however all will be included in exports from Salestracker and these are used when utilising placeholders (see Creating an Email for more information). Once all fields you have are chosen and a name for the list is chosen (this name must be unique, otherwise an error will display indicating you must choose another name), click “Import” to perform the import.