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Thread: ongoing, 'set it and forget it' campaigns?

  1. #1
    smueller72 is offline Sugar Community Member
    Join Date
    Jan 2005
    Posts
    125

    Default ongoing, 'set it and forget it' campaigns?

    Hi all - I would like to be able to setup an ongoing or what I would call a 'set it and forget it' campaign. What I mean by that is that I would like to be able to setup a campaign that consists of a series of emails/attachments that are sent over a user-definable period of time. An example is below:

    Campaign Name: 30-day seller prospect
    Campaign Start Date: 3/23/2006

    Campaign Item: Send Delay(days from campaign start date)
    Text-Initial Email 0
    Ebrochure Master 1
    Text-Day After Ebrochure 2
    Process of Selling 10
    Text-Day after Process of Selling 11
    Valuation 20
    Text-Day after Valuation 21
    Text-Hope Business is Well 30


    I suppose this could be considered a combination of mini-campaigns/email templates all compiled into one larger, overall, ongoing campaign. As I see it now you would need to setup separate campaigns for each of the above items. This seems cumbersome. Maybe I'm missing something here. Is this possibile with the current campaign functionality? If not, is this something others would like to see added or am I unique in this need? Any feedback would be appreciated.
    Steve Mueller
    President
    Marathon Technology Services, LLC.
    An Authorized SugarCRM Business Partner
    providing SugarCRM support, migration and hosting services.
    smueller@marathontechservices.com
    http://www.marathontechservices.com
    http://www.sugaraddicts.org

  2. #2
    efrumnash is offline Sugar Community Member
    Join Date
    Nov 2005
    Posts
    37

    Default Re: ongoing, 'set it and forget it' campaigns?

    Here, here, This is exactly what we're trying to accomplish too.

  3. #3
    tara is offline Member
    Join Date
    Aug 2004
    Posts
    27

    Default Re: ongoing, 'set it and forget it' campaigns?

    Hi!

    This is totally possible with the workflow module that's available in Sugar Professional 4.2 and Sugar Enterprise 4.2. I have it set up now to send out emails to leads that come into our Sugar system from a specific campaign.

    You can set up each step as a separate workflow piece, with different email templates based on time since date created. You can also alow the system to customize the email like including first name, etc.

    Hope this is a good start for you all.
    Tara Spalding

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