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OK so you've spent time developing your template, proofing your text and making sure that you've included all of your desired recipients in your group. You then send your E-marketing e-mail out into the ether and hope that people have read it! Right? Well no! With Sage E-marketing for Sage CRM...

Building on my previous blog entry, let's take a look at what the steps in your email marketing programme mean in a little more detail. Strategy A consistent & long-term strategy is essential for successful email marketing. After all, if there is no overall plan as to the WHY & WHAT...

Following on from my blog about viewing the results of our E-marketing Campaign ; now we look at how you can use those results to create a more targeted and effective marketing strategy. We've already seen how we create an E-marketing Campaign and gotten our results back. So how do we use these...

E-mail has become the most critical and frequently used business communication tool and most of us send and receive thousands of business related e-mails every week. Our e-mail signatures serve several important functions, letting recipients know about the sender, helping to promote brand awareness and...

Sage CRM has its own internal e-Mail client that allows users to create, send and manage emails entirely within CRM. The image above shows a list of communications for a company that includes emails that have either been been created by the Sage CRM internal E-mail client or have been filed automatically...

Summary: In Sage CRM 7.2 and 7.3, it may be impossible to send a plain text email using Outlook. Symptoms: Either of the following error messages may be displayed: The path to local file is incorrect, please use Browse button to select file. Unable to open this file. Please check that the file exists...

When enabled, the CRM E-mail Management service runs as a background process on the CRM server and processes inbound and outbound e-mails according to predefined business rules. The E-Mail Manager functionality is available whether you use CRM’s embedded E-Mail Editor or Microsoft Outlook to handle...

This short article provides a listing of the key articles that cover the use, configuration and customization of the internal email client within Sage CRM. Fields Available in Email Templates Fields Available to an E-mail Template for a Custom Entity Working with Mass E-mails (in a system...

Summary: On hitting Forward or Reply on emails in Sage CRM, the Subject field may be found to be blank. Symptoms: The issue may affect German, French or Spanish installs - English installs are unaffected. Cause: The issue is caused by an incorrect field being present in a custom caption entry used for...

A customer had a requirement to be able to send e-mails to multiple recipients. They wanted specifically to be able to build and send ad hoc e-mails rather then Mass E-mails against a long list of people. Below is the Person Summary screen showing a contact's details. By default if you...

Summary: Exchange Online can be used as an SMTP and POP server with Sage CRM, but some additional configuration steps may be needed. There are two main areas that need to be considered. Establishing an SSL or TLS connection with Exchange Online Granting your Sage CRM SMTP user the SendAs right so that...

The previous post talked about thinking & setting key performance indicators (KPIs) - this time, I am talking about aligning your program with your brand. "Nearly a third of survey respondents (32%) said they have stopped doing business with at least one company altogether as a result of...

The previous post looked at brand alignment and important consideration on your tactical activities. Let's move on to analysis of your email marketing strategy. An important part of forming your strategy will be to conduct a SWOT analysis. If you are not familiar with this term, it is a review...

The previous post looked at sources of data - now we move on to segmentation approaches, specifically the three different forms of segmentation ( profile, behaviour and lifestyle ). Profile based segmentation tends to be the simplest & most commonly used method for segmenting emails. Many people...

Moving on from our last post on basic profiling, let's look at increasing the sophistication. A powerful way of segmenting your database is to look at 'click behaviour' as well as browsing or purchase history.In comparison to profile based segmentation ( which relies on customers to actually...

Moving on from our previous post , let's talk about lifestyle modelling. There are a number of ways in which you can use the data that you hold on your customers to build up a more accurate picture of the type of lifestyle and habits they are likely to have. This can be a very powerful way of...