Mass Emails: To Email from a Marketing Campaign

The following activity demonstrates how to send a mass email to the members of a marketing campaign.

Story

Suppose that you are Bill Owen, a marketing manager of the SweetLife Fruits & Jams company. You have launched a marketing campaign. The campaign will promote online master classes focused on demonstrating how to use citrus juicers that the company sells. You need to send emails to your target audience describing the details of the master classes and a special offer for the attendees.

Configuration Overview

In the U100 dataset, for the purposes of this activity, the following tasks have been performed:

• On the Enable/Disable Features (CS100000) form, the following features have been enabled:
  • Customer Management: This feature provides the customer relationship management (CRM) functionality, including lead and customer tracking, as well as the handling of sales opportunities, contacts, marketing lists, and campaigns.
  • Scheduled Processing in the Monitoring & Automation group of features: This feature gives you the ability to create schedules for automatic processing.
• On the Leads (CR301000) form, a list of leads has been added to the system.
• On the Mass Emails (CR308000) form, the mass email SweetLife: SuperJuicer Online Master Class! has been created.
• On the Marketing Campaigns (CR202000) form, the Citrus Online Master Classes marketing campaign has been created.
• On the Marketing Lists (CR204000) form, the JCR20OFF marketing list has been created.
• On the Email Accounts (SM204002) form, a system email account has been added.
• On the Automation Schedules (SM205020) form, a schedule for periodic runs of the Send and Receive Email process has been created.

Process Overview

In this activity, you will do the following:

1. On the Marketing Campaigns (CR202000) form, add multiple members to the Citrus Online Master Classes marketing campaign. These members will receive your mass email.
2. On the Mass Emails (CR308000) form, prepare the mass email to be sent to the members of the Citrus Online Master Classes marketing campaign.
3. On the Mass Emails form, send the mass email to the test email address to make sure that the email will be delivered to the recipients.

System Preparation

Before you start sending mass emails to the members of a marketing campaign, you should do the following:

1. Launch the MYOB Acumatica website with the U100 dataset preloaded.
2. Sign in to the system as marketing manager Bill Owen by using the following credentials:
   • Username: owen
   • Password: 123
3. Make sure that on the Company and Branch Selection menu, in the top pane of the MYOB Acumatica screen, the SweetLife Head Office and Wholesale Center branch is selected.

Step 1: Adding Multiple Members to a Marketing Campaign

To add multiple members to the Citrus Online Master Classes marketing campaign from a marketing list, do the following:

1. On the Marketing Campaigns (CR202000) form, open the Citrus Online Master Classes marketing campaign.
2. Open the Marketing Lists tab.
3. In the Selected column, select the check box in the row with the JCR20OFF marketing list.
4. On the form toolbar, click Save.
5. In the Confirmation dialog box, which opens, click Update to update the campaign members.

The system automatically copies the members to the list of members on the Members tab from the Citrus Juicers at a 20% Discount marketing list. Notice that for these members, the name of the source marketing list has been added to the Marketing List ID column of the Members tab.

You have added multiple members to the marketing campaign. These members will receive your mass email when you prepare and send it.

Step 2: Preparing a Mass Email to Be Sent to the Members of the Marketing Campaign

To prepare a mass email to be sent to the members of the marketing campaign, do the following:

1. Open mass email SweetLife: SuperJuicer Online Master Class! on the All Records tab of the Mass Emails (CR308000) form.
   Tip: Creating an email on the Mass Emails form is described in Mass Emails: To Create and Send a Mass Email.
2. On the Summary tab, specify the mass email settings as follows:
   1. In the Source box, select Campaigns.
   2. In the Planned box, specify the date when you plan to send this email, such as the current date.
3. On the Campaigns tab, in the table, select the Selected check box for the Citrus Online Master Classes marketing campaign. The members of this campaign will be added to the addressees of the mass email.
4. On the form toolbar, click Save.

You have prepared the mass email to be sent. Now you can test sending the email to make sure it will be delivered to the recipients.

Step 3: Sending a Mass Email to a Test Mailbox

To send a mass email to a test mailbox, do the following:

1. While you are still viewing the SweetLife: SuperJuicer Online Master Class! mass email on the Mass Emails (CR308000) form, on the form toolbar, click Preview Message.
   The system opens the Email Activity (CR306015) form in a pop-up window with a test message in which the following boxes are filled in as follows:

   • From: marketing@sweetlife.example.com
   • To: system@sweetlife.example.com

   Notice the Draft status of the message in the Mail Status box on the Details tab.

2. On the form toolbar, click Send. The system sends the message and closes the window with the Email Activity form.
3. Open the Messages tab. In the table, the system has added a row that has the settings of the test message. In the Mail Status column, notice the Pending Processing status of the message. As soon as the test email has been delivered to the test mailbox, the system changes the status to Processed.