Campaigns
- 30 Jan 2024
- 4 Minutes to read
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Campaigns
- Updated on 30 Jan 2024
- 4 Minutes to read
- Print
- DarkLight
- PDF
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A campaign is a tool designed to help you with outbound phone marketing. This tool enables you to create marketing campaigns, add contacts and customers you want to reach out to ("Leads"), and assign these customers to sales reps at your winery to call. It will also provide you with success measurement statistics about your campaigns and can calculate the commission paid to your representatives.
Campaigns begin using our List Builder tool to build a list of contacts to assign to the Campaign. This will allow you to curate your Leads based on filters available in List Builder.
Create A Campaign
1. Navigate to Contacts in your admin panel. Select Campaigns.
2. Click Add a Campaign. This will take you to the first page to add General Information.
General Information
| Campaign Name | Name of the Campaign |
|---|---|
| Commission Rate | Determining the percentage of Total Sales to be distributed as commission for Sales Rep. Value must be in decimals and converted to a rate (e.g., 0.5 will be converted to 50%). |
| Start Date | When the Campaign starts and is active. |
| End Date | When the Campaign ends and is no longer active. |
| Planned Start Date | |
| Planned End Date | |
| Key Contact Name | |
| Key Contact Phone | |
| Key Contact Email | |
| Notes | Notes about the Campaign. |
Place Contact Into Campaign
1. Go to Contacts > List Builder
2. Select the List Builder list you want to assign to a campaign.
2. Click Generate List.
3. Under Actions, select Place Into Campaign.
4. Choose the Campaign to assign these Contacts by selecting from the drop-down.
5. Assign sales associates' previous purchasers will assign the contact to the Sales Associate who helped them with their latest order when placed into the Campaign.
Assign Contacts to Sales Rep
Once you have placed Contacts into the Campaign, you must assign the contacts to specific sales reps, so someone will be responsible for reaching out to each lead.
1. Go to Contacts > Campaigns > Open a Campaign.
2. Under Campaign Tasks, select Assign Contacts into Campaigns.
3. Lead Status will show you how many total Leads are available in the Campaign and how many have been assigned to a specific rep.
4. Under Assignments, your Sales Rep names should display. You will want to enter a number here to determine how many Leads you would like to assign to the corresponding Sales Rep.
5. Click Save Changes
Advanced Contact Search
Once leads/contacts have been assigned to the appropriate sales reps, making the outbound calls is time. Additional search filters are available in our Campaign section to help your sales reps create an accurate list of people they need to call. Search Filters are criteria - only contacts who meet the requirements outlined in the filter will display on the list. You can combine multiple filters.
Advanced Campaign Contact Search Definitions:
| Calls Made | - Not Called Yet: Lead hasn't been called |
|---|---|
| Calls Established | Yes or No. Yes would indicate an at one point, and a Result at one end from the call was recorded. |
| Email Sent | |
| Purchased | Yes or No. Yes, it would indicate an order has been placed for this contact from the Campaign. Orders placed outside of the Campaign will not count. |
| Wine Club | Yes or No. Yes would indicate the contact is a wine club member |
| Interested | Yes or No. Yes would indicate a call was made at one point, and a Result of Interested was saved. |
| Appointments | Yes or No. Yes would indicate a call was made at one point, and a Result of Appointment Scheduled was saved. |
| State | State the contact's Billing Address is in. |
| Time Zone | Eastern, Central, Mountain, and Pacific Time. |
| Last Name | Contact's Last Name |
| Called From | The contract called after this date |
| Called To | The agreement was called before this date |
| Sales Associate | Sales Associate assigned to the contact. This field will default to the sales rep logged in. |
| Callable | Yes or No. No would indicate a call was made at one point, and a Result of Do Not Call or Bad Phone was selected. |
Campaign Contact Drilldown
When your sales rep reaches out to a specific contact, they will use the Campaign Contact drill down to record the call's outcome. They can also perform actions such as creating a new order right away.
Campaign Contact Drilldown Definitions:
| Customer | Name of Contact/Lead |
|---|---|
| Call Time | The last time a call was made. |
| Actions | View Customer: Opens up the Contact Profile |
| Results | Options are Not Interested, Requested Email, No Message Left, Interested, Purchased, Do Not Call, Unavailable, Left Voicemail, Appointment Scheduled, and Bad Phone. There isn't a way to add a new Result; only the ones listed above will be available. |
| Rep | Choose the Rep assigned to the Contact/Lead. |
| Call Notes | Notes to record from the call |
| Call Summary | Note Time: Time when the Note was saved. |
Campaign Stats
Here you can see statistics about your Campaigns and their success. This section is located under Contacts > Campaigns > Open a Campaign.
Campaign Stats Definitions:
| Total Leads | Total number of Leads in the Campaign. |
|---|---|
| Assigned Leads | Number of Leads assigned to a Sales Rep |
| Average Call per Lead | Number of calls made/number of leads called |
| Average Contact per Lead | |
| Percentage of List Contacted | Number of leads called/Total Leads |
| Net Sales | Net Sales collected from Campaign |
| Total Refunds | Refunds processed on Campaign orders |
| Total Sales | Total Sales collected from Campaign |
| Club Sales | Total Sales - Total Sales by non-club Members |
| Non-Club Sales | Total Sales - Total Sales by Club Members |
Campaign Stats By Day and Rep Stats Definitions:
| Date | The date which campaign stats are referring to |
|---|---|
| Calls | Number of Calls made |
| # of Orders | Number of Orders processed from Campaigns |
| Contacts | |
| Sales | Total Sales collected for a date |
| AOV | Average Order Value. It will calculate (Sales / # of Orders) |
| Conversion | Conversion Rate. It will calculate (the # of Orders / Calls) |
Campaign Automation
Using Campaign Automation, you can dynamically update your list of Contacts based on the List Builder list. Lists generated using our List Builder tool update automatically based on the parameters set on the list. If you want the automatic updates to update the list in your Campaign, you will want to enable Campaign Automation.
1. Go to Contacts > Campaigns > Open a Campaign
2. Click Edit on Campaign Automation
3. Check off the box
4. Click Save
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