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CRM Sms and Email

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435 views

CRM Sms and Email

Uploaded by

api-137303031
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PDF, TXT or read online on Scribd
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SMS and EMAIL templates

Last Updated: Prepared by:

25/10/13 Melissa Stout

TABLE OF CONTENTS
1. SMS .......................................................................................................................................................................... 2 1.1. 1.2. 2. Setting Up SMS Within CRM ........................................................................................................................... 2 Setting Up An SMS Template Within CMS ..................................................................................................... 3

Email ........................................................................................................................................................................ 4 2.1. 2.1.1. 2.1.2. 2.2. OPE Online Profile Everywhere ................................................................................................................... 4 Email template Settings ............................................................................................................................. 7 OPE Invitation Settings .................................................................................Error! Bookmark not defined. Setting Up Email Template Within CMS ......................................................................................................... 7

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1. SMS 1.1. SETTING UP SMS WITHIN CRM


To set up SMS messages to send from CRM, open CRM >> Select Data Wizard >> Choose the task type of

Campaign >> Select SMS >> Select Create New Task, as shown in Figure 1.1.

Figure 1.1

Once youve selected Create New Task, you can choose Scope, Range and Selection: Scope Select club or Enterprise Level. Range Choose dates you would like to run the report for. Selection Choose Membership and Membership type you want to run the report for. After you have selected all the required information you will be able to configure a message that you would like to send out to the customer via sms in bulk. Legend will pick up when you have run a report and have a member with no mobile number - Figure 1.2

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Figure 1.2

Once all relevant members have been filtered the SMS can be written (or if using a template, checked) and then set the From parameter. This parameter will show on the users phones in place of where the number or contact will show. If the preview is ok click send. The campaign can be saved and used again if required. Once the send option has been selected the SMS list will be added to the mailer queue and sent out automatically. A template can be created in CMS for the SMS in the same way as the emails are created; please note that any images, html or styling will be removed. When saving the template prefix the template name with sms_ so the CRM application understands that this is a plain text message and not for use with the email system. To set up your account and for more information on costs involved please contact your Account Manager or the Legend Support team who will pass you onto the relevant person.

1.2. SETTING UP AN SMS TEMPLATE WITHIN CMS


You can now use the CMS application create an SMS template to send out in Bulk within CRM. To do this, log in to your CMS account and navigate to Member Configuration ( Template screen. icon) >> Emails ( icon), to open the Email

Scroll to the bottom of the page and click the icon to add a new email. It is very important that when you save the template you prefix the name with sms_ so the CRM application understands that this is a plain text message and not for use with the email system, as per Figure 1.3.

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Figure 1.3

2. EMAIL 2.1. OPE ONLINE PROFILE EVERYWHERE


This functionality allows Front Of House staff to be able to see if the member has registered online so that they can then choose to invite them to join via an email; this will help increase the online community. An event will be created against members who are not online users and staff can either choose to send an invitation or remove the event.

2.1.1. OPE EMAIL IN FRONT O F HOUSE


Once enabled the user will see the event in Front of House, as shown in Figure 2.1. The user can follow the steps outlined in Figures 2.1 2.3 to send an email invite to the member.

Figure 2.1

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Clicking the

will bring up:

Figure 2.2

Clicking Yes will bring up:

Figure 2.3

Clicking Send Invite will send the FOH template email to the email address.

2.1.2. OPE EMAIL IN THE NEW MEMBER WIZARD


Once Automatic Email Notification has been enabled the user will need to either enter an email or tick the do not capture email address (no invite to online services) option to continue to the next page of the New Member Wizard. If the user selects the do not capture email address (no invite to online services) option they will be prompted to add an email, but will be able to continue past this prompt. An event will be created in Events if no email address is entered.

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Figure 2.4

2.1.3. ENABLING OPE


To set this up open CRM >> Configuration >> Online Profile Everywhere >> Location >> OPE Invitation Settings and set either/both of the settings to Enabled. To disable this for either Front of House or the New Member Wizard, change the OPE Invitation Setting to Disabled.

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Figure 2.4

2.1.4. EMAIL TEMPLATE SETTINGS


NMW template: This is the template email that the member will be receiving when email is being sent from the New Member Wizard. FOH template: This is the template email that the member will be receiving when email is being sent from Front Of House.

2.2. SETTING UP EMAIL TEMPLATE WITHIN CMS


Setting up an email template is the same as setting up a SMS template. The only difference is that you dont have to save the email with specific prefix sms_ for CRM to know its an email. Once you have created the template within CMS, you should be able to see the template when CRM is refreshed, as shown in Figure 2.5

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Figure 2.5

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