Introduction

Sending e-mail campaigns is probably of great importance within your marketing strategy. A campaign allows you to send targeted e-mails to a specific group of relations. For example, you can inform customers about new offers with the aim of selling more or keep them updated on developments to maintain contact. Whatever goal you have with e-mail campaigns, Tribe CRM will help you achieve your goals. In this article, you will find more information about sending e-mail campaigns. The article Get more out of your relationships: The marketing module gives more information about what the marketing module offers and how to activate it.
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Sending e-mail campaigns directly through Tribe CRM offers a number of advantages. The CRM contains all relation data, so you don't have to perform export-imports with other systems. The sent campaign is visible to the relation and any opt-out is processed directly in Tribe CRM. The layout of the campaign e-mail can be fully adapted to your wishes and corporate identity, which gives the mailing a personal look. Furthermore, the campaign e-mails are fully responsive. So it does not matter on which device the recipient opens his mail.
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A recipient always has the option to unsubscribe from a campaign e-mail. This is stipulated in the AVG and Tribe CRM will therefore add the unsubscribe link below every mail by default. The recipient has the option to completely unsubscribe from a mailing (opt-out slider on the relation card - 1) or he can unsubscribe for specific topics (2). Which topics these are you may determine this by yourself.
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The opt-out in Tribe CRM
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So you probably have different types of mailings. For example, commercial, informative or for a customer survey. You define these different categories via the configuration:
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Adding email opt-out category in Tribe CRM
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The opt-out category of the mailing (the exact value you enter), is ultimately visible to the recipient when unsubscribing.
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In the configuration, create all the categories that apply to your organisation. When creating the campaign, you eventually select the category that is currently applicable to the specific campaign.
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In addition, you can adjust text of the opt-out page. You do this via the e-mailing opt-out layout. Click on the Add layout button . You can enter the text here, possibly using the layout buttons. The different categories and the save button are automatically added to the form.
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Customise e-mail opt-out layout in Tribe CRM
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What the relation sees as soon as there has been clicked on Click here to unsubsribe:
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Notification when the relation clicks the opt-out button in an email
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When creating an email campaign, you are easily guided through a number of campaign steps. Let's go through these steps one by one.
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Creating a new campaign
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Creating a campaign can be done through the white + button > Campaign in the blue bar or through the plus button in the campaign widget on the marketing dashboard.
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Creating a new campaign in Tribe CRM
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Sender of the campaign
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When creating the campaign, you have already entered the sender's e-mail address. However, in this step of the campaign you can also choose to turn on the slider Use relationship manager as sender. The recipient will see the e-mail address of the relationship manager registered in Tribe CRM.
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Opt-out
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If you haven't created an e-mailing opt-out category yet, you can still do so in this step. Optionally, you can select or create an opt-out e-mail category here. This gives the recipient an extra choice to opt-out on this subject only.
If a recipient applies an opt-out to all campaign e-mails or to the selected e-mailing opt-out category, this relation will automatically be excluded in future campaign selections.
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Selection
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Which relations do you want to write to? In this step, you make the selection of relations. In the drop-down list, we have already made some predefined selections for you. Here, for instance, you can choose all persons with the relation type contact person or private customer, or you select organisations of the type business partner. When you make a selection, the relationships are immediately shown in the list.
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Selecting relationships in an e-mail campaign in Tribe CRM
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It is also possible to add an additional filter. For example, to customers with status A or all contacts with the function sales manager. We will elaborate on the latter example.

Adding a filter to an e-mail campaign in Tribe CRM
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Of course, it is also possible to make slightly more complex selections. Such as 'all contacts at customers with status A' or 'all contacts with label X'. Need help making your selection? Then contact our helpdesk, we will be happy to help you.
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Template
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The next step is the text of your e-mail. You decide what your e-mail will look like. The Tribe CRM editor allows you to fully customise the e-mail, from standard text to changing the background colour or adding photos and links.
The linked article explains how to create templates for sending quotes, for example. To set up a quotation template and the campaign template, we use the same editor in Tribe CRM. Want to know more about using templates? Then take a look at this article.
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An email campaign template in Tribe CRM
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Testing
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Before you actually send the campaign, it is always wise to send a test e-mail first. Select a relation, for example yourself, so that you can perform this test.
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Schedule and send
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Before sending the campaign, choose between executing the mailing immediately or scheduling it for a later time. In the latter case, select the desired date and time, the campaign will then be activated automatically. The actual time of sending the various emails depends on the quantity of emails sent.
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Scheduling an e-mail campaign in Tribe CRM
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Before you can actually send a campaign, it is necessary to complete domain registration first. Read how to do this in this article.
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Campaigns are sent sequentially. So if you schedule two campaigns for the same time, the second campaign will not be launched until the first campaign is completed.
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In the previous chapter, we explained how to create a selection of relations. Did you know that it is also possible to make a selection of relations linked to activities or added as involved in an activity? In this chapter, we elaborate on two examples.
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Campaign based on sales opportunities
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In this example, we make a selection of all contacts linked to a won sales opportunity.
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Campaign based on those involved in a project
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In this example, we make a selection of all contacts, who are linked to a project in the role of project leader.
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The statistics in Tribe are divided into seven categories. For each category, you can see which relation it concerns; if necessary, you can click on a line to open the relation data.
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An explanation for each category.
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Whether your mail actually reaches the customer depends on several factors, such as the e-mail reputation of your domain or the spam score of the mail. To prevent a high Spam score, you can apply a few rules.
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