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What is Mailigen?
Mailigen is newsletter creation and automation platform. Platform offers management of contact lists, creation of letter templates using WYSIWYG e-mail template editor, analysing campaign results and more. We can send Standard ERP customer letters such as announcements or adverts using them as delivery mechanism.
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- First, in Mailigen, create a template you will use to format this e-mail. You can create one from scratch or use their provided templates, but the main thing is that you need to have a code of the template without any spaces and in capital letters. For this example I will use one called USER-PASSWORDS:
- Create a new letter in CRM > Register Registers >> Customer Letters
- To send the letter to a specific contact, select the contact in the Customer field. To send the letter to all contacts, input an asterisk "*"
If you wish to filter the recipient contacts by category, select either a specific contact category or input an asterisk "*" to send the e-mails to all categories
If the field Category has * in it and the field Include only categories is defined in the Mailigen Settings, e-mails will be sent only to these categories
You cannot create a Mailigen campaign from a Customer Letter, if the contact category is indicated and does not match any of the ones defined in the Mailigen Settings Include only categories field
- To send the letter to a classification list, choose the corresponding list name from the dropdown in the Mailigen Classification List field
- Choosing a classification list will automatically filter the contacts using the corresponding list classifications
- If you leave this field blank, the letter will be sent to the main list defined in the Mailigen Settings
- If applicable, select one or more classifications to filter down the contacts accordingly
- Enter the subject of the email in the Header field
- Enter the template name from above in the field Form Template (e.g. USER-PASSWORDS)
- Select the person that should be placed in the Reply to of the email in the Reply To (Email) field
- To check which contacts will be the recipients of the letter, use Operation > Letter List
- Run Operations > Create Mailigen campaign. This will create a campaign in Mailigen with the title from the Header field
- Along with the Campaign, one or multiple contact segments will be created, which titles are the Customer Letter number (field No.). These segments are used as the contact lists for the Campaign
- After the operation, the field Mailigen Status will change from N/A to In Progress.
- Due to different business checks we can't send the campaign immediately, so to check if the campaign has been created successfully, press the button Mailigen campaign check
- If everything went well, there will be a popup message, and the status of the letter will change to Campaign created
- If not, check the troubleshooting section to check what might have gone wrong
- Click the Open Mailigen campaign button to go to Mailigen and send the campaign
- Once the campaign is done, check OK in the letter to indicate that it has been done
- If there is an Activity type indicated in the Mailigen Settings, then activities will be created for all of the recipients of the Customer Letter that currently match all of the criteria
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