Configuring the Thunderbird plugin
11.3 Marketing Campaigns
OpenERP offers a set of modules allowing you to easily create and track your Marketing Campaigns. With the Marketing application you define your direct marketing campaigns, which can be displayed in List or Diagram view process. To use the email functionality, you have to configure your email account. Go to Sales Configuration Emails Email Servers . Configure your server i.e. Google, example below. The object defines where you want the emails to enter e.g. as a Lead. See Using the e-mail gateway Click the Fetch email button to get the emails directly. OpenERP also automatically creates a Scheduled Action to fetch the mails every 5 minutes. The email is automatically created as a lead according to the object used.11.3.1 Automate your leads with Marketing Campaigns
Example with the email marketing campaign we follow at OpenERP for our SAAS offer. Whenever someone subscribes to OpenERP online heshe fills a form which becomes the lead of OpenERP SaaS offer Campaign. Our SaaS salesperson triggers the marketing campaign by sending an introductory email of services we offer and thanking for subscribing for the one month free trial. Based on the response, we plot whether the lead is interested in OpenERP SAAS offer, Training or buying the OpenERP book. Significantly these are our subsets and based on their cues we send them email catering that respective needs. If they respond back, they are converted into an opportunity and thereby on subscription of our services they become our partner. In lack of response, we sent them another reminder regarding the offer after a weeks duration. If they still did not respond, our salesperson gives a voluntary call inquiring their needs. Hence like a flowchart we can trigger a respective activity for every possible cues. The chances of leads going unattended becomes very low, and for every lead we have a predefined method of treating it and we could measure it with our goals. Based on the goals we can also evaluate the effectiveness of our campaign and analyze if there is a room of improvement. What are the questions you should focus on? Designing every marketing campaign is mostly a long term process and the success of any campaign depends on the research and the effectiveness in the selection of customers in the campaign. There are certain questions that every marketeer always asks while designing a campaign. • What would be our marketing campaign? • Who would be the target audience? • How would we measure the effectiveness of our campaign? The OpenERP campaign works on the basic principle of lead automation. A lead is created based on a specific response by a customer towards a stimuli. E.g: Filling the subscription form on your website. The first step is defining the campaign i.e. the sequence of steps to be performed. On defining the campaign we trigger a set of activities in the marketing campaign module of OpenERP. Based on the lead automation we define the sequence of steps we ought to follow, the modes of creating and processing these activities and the cost involved with these campaign. Thus after each activity and based on its respective stimuli we can trigger the next event of the respective campaign. Why is the Segment important? The two most important points for any successful campaign are the adoption of a concrete methodology of execution and choosing the right segment: a target loop of customers to whom our campaign would be directed. Inappropriate focus on segment would result in the campaign being misfired and our efforts would reach deaf ears. Through the Segment tab in the Campaign module we can define our segment for the Campaign activity, since it is possible that with every step downwards our segment gets narrowed in terms of number. You can also synchronize the entire campaign steps based on our defined segments. How is Marketing Campaign related to CRM? 130 The Marketing Campaign module is closely synchronized with the Sales Management Business Application CRM. Initially,let us consider the segment we cater in the campaign as Leads. Goals are set for each campaign which would be considered as a desired state. Once a lead accomplishes our objective criteria of goals we change their status by converting them into Opportunity i.e. we should give focused attention to those leads. Once the lead satisfies our final objective we would consider them as a partnercustomer and close that lead. Email Templates For each email template, you can have OpenERP generate a Wizard Action Button that will be related to the object. So if you choose to do marketing campaigns for leads, the action will be added to the right side panel of the Lead form.11.3.2 Defining a Marketing Campaign in OpenERP
Please notice that it requires some technical knowledge to configure Marketing Campaigns. To be able to see, create, edit campaign, users need to be in the Marketing User group. 0. Introduction A campaign defines a workflow of activities that itemsobjects entering the campaign will go through. Items are selected by segments. Segments are automatically processed every few hours and inject new items into the campaign, according to a given set of criteria. It is possible to watch the campaign as it is running, by following the campaign “workitems”. A workitem represents a given objectitem passing through a given campaign activity. Workitems are left behind when the item proceeds to the next activities. This allows an easy analysis and reporting on the running campaign. Each activity may execute an action upon activation depending on a dynamic condition. When the condition is not met, the workitem is cancelleddeleted; if the condition is met, the action is executed, the workitem is marked as Done, and propagated to the next activities. 1. Campaigns Marketing → Campaigns → Campaigns Campaign Each campaign is made of activities and transitions, and must be defined on any specific object the system knows about e.g. Leads, Opportunities, Employees, Partners. Mode A campaign can be in one of 4 modes: • Test Directly: process the whole campaign in one go, ignoring any delay put on transitions, and does not actually execute the actions, so the result is simply the set of corresponding campaign workitems see below. Any time a segment adds new items in the campaign they will be processed in the same manner. • Test in Real time: process the campaign but does not actually execute the actions, so the result is simply the set of corresponding campaign workitems see below. Any time a segment adds new items in the campaign they will be processed in the same manner. • Manual confirmation: No action will be executed automatically, a human intervention is needed to let workitems proceed into the flow. It is like a step-by-step manual process using the Campaign Followup menu. You can ignore the time delays and force any step of the campaign, implementing the campaign at your pace i.e. you have a test email and want to see if the steps and templates work to your liking. You will see that the actions set are defined as to do and Done and the page has to be refreshed to see the next activities defined by tthe campaign note: the campaign sends real messages to the actual targets, be warned. • Normal: the campaign is processed normally, all actions are executed automatically at the scheduled date. Pay attention that in this status, the campaign sends real messages to the actual targets. Regardless of the current mode of the campaign, any workitem can be manually executed or cancelled at any time even if it is scheduled in the future through Campaign Followup. Resource Specifies where the campaign will get the information from, i.e. the OpenERP object linked e.g. Leads, Opportunities, Employees, Partners.Parts
» Think Different Materi ERP openerp book v6
» Why this book? Think Different Materi ERP openerp book v6
» Independent Installation on Windows
» Installation on Linux Ubuntu
» Creating the database Database Creation
» Extending Open ERP New OpenERP functionality
» Database creation Think Different Materi ERP openerp book v6
» Preferences toolbar To connect to OpenERP
» Configuring Users Managing partners
» The Configuration Reconfigure wizard
» Installing an application module from the Modules list
» Installing a module with its dependencies
» Installing additional functionality Installing new functionality
» General Features What’s new in OpenERP
» Business Application-related Features What’s new in OpenERP
» Basic Concepts Getting started with OpenERP
» Boost your Sales Getting started with OpenERP
» Manage your Books Getting started with OpenERP
» Drive your Projects Getting started with OpenERP
» Driving your Sales Getting started with OpenERP
» Driving your Purchases Getting started with OpenERP
» Organise your Warehouse Getting started with OpenERP
» Measure your Business Performance Track your Process Flows
» Business Example Basic Settings
» Get your Database Up and Running with Demo Data
» Fit your Needs Think Different Materi ERP openerp book v6
» Configuring Accounts Database setup
» Configuring Journals Configuring the Main Company
» Creating partner categories, partners and their contacts
» Creating products and their categories
» Stock locations Database setup
» Setting up a chart of accounts
» Make a backup of the database
» Purchase Order Driving a Purchase Sales Flow
» Receiving Goods Driving a Purchase Sales Flow
» Invoice Control Driving a Purchase Sales Flow
» Paying the supplier Driving a Purchase Sales Flow
» From Sales Proposal to Sales Order
» Preparing goods for shipping to customers Invoicing Goods Customer Payment
» Terminology What is in it for you?
» Filtering your Partners Contacts Addresses Partner Categories
» Fetchmail Advanced Customer Relations
» Automated Actions Advanced Customer Relations
» Profiling Advanced Customer Relations
» Report Designer Advanced Customer Relations
» Helpdesk Calendars Think Different Materi ERP openerp book v6
» Analyzing Performance Think Different Materi ERP openerp book v6
» Automating actions using rules
» Installation and Configuration Using the e-mail gateway
» Creating and maintaining cases
» Supplier relationship management Think Different Materi ERP openerp book v6
» Establishing the profiles of prospects
» Using profiles effectively Profiling
» Installing the Outlook plugin
» Configuring the Outlook plugin
» Installing the Thunderbird plugin
» Configuring the Thunderbird plugin
» Using the Thunderbird plugin
» Automate your leads with Marketing Campaigns
» Defining a Marketing Campaign in OpenERP Guidelines for creating a campaign
» Customer Receipts Supplier Vouchers
» Draft Invoices Accounting Workflow and Automatic Invoice Creation
» Reconciliation and Payments Accounting Workflow and Automatic Invoice Creation
» Cancelling an Invoice Invoices
» Credit Notes Refunds Invoices
» Managing Bank Statements Accounting Entries
» Manual entry Accounting Entries
» Import Invoices Accounting Entries
» Cash Management Accounting Entries
» Reconciliation Process Accounting Entries
» How to Manage your Payment Orders?
» Financial Analysis of Partners
» Taxation Statutory Taxes and Chart of accounts
» General Ledger and Trial Balance
» The Accounting Journals Statutory Taxes and Chart of accounts
» Management Indicators Company Financial Analysis
» Good Management Budgeting Company Financial Analysis
» The Accounting Dashboard Company Financial Analysis
» Using a Preconfigured Chart of Accounts Creating a Chart of Accounts
» Payment Terms Opening Entries
» Case 1: Industrial Manufacturing Enterprise
» Case 2: Law Firm To each enterprise its own Analytic Chart of Accounts
» Case 3 : IT Services Company
» Setting up the Chart of Accounts
» Creating Journals Putting Analytic Accounts in Place
» Integrated with General Accounting
» Manual Entries Analytic Entries
» Analysis per account Financial Analysis
» Key indicators Financial Analysis
» Management of staff Managing Human Resources
» Contract Management Managing Human Resources
» Entering timesheet data Timesheets
» Managing by department Timesheets
» An integrated process Employee Expenses
» Recruitments Hire New People
» Assessments Inspire your People
» Holiday Management Inspire your People
» Fixed Price contracts Managing Service Contracts
» Cost-reimbursement contracts Managing Service Contracts
» Fixed-price contracts invoiced as services are worked
» Contracts limited to a quantity
» Creating Projects and Related Tasks
» Managing tasks Project Management
» Invoicing Tasks Project Management
» Priority Management Project Management
» Delegate your Tasks Project Management
» Project Phases Long Term Project Planning
» Scheduling Long Term Project Planning
» Planning by time or by tasks?
» Not everything that is urgent is necessarily important Organizing your life systematically
» Understanding Double-Entry Stock Management
» Product Types From Supplier to Customer
» Procurement Methods – Make to Stock and Make to Order Supply Methods
» Units of Measure From Supplier to Customer
» Receipt of a Supplier Order by Purchase Order
» Receipt of a Supplier Order by Product Customer Delivery
» Customer Delivery by Product
» Stock Locations Basic Logistics Configuration
» Location Types Basic Logistics Configuration
» Location Addresses Basic Logistics Configuration
» Accounting Valuation in Real Time
» Linked locations Basic Logistics Configuration
» Structuring locations Basic Logistics Configuration
» Handling Customer Orders Basic Logistics Configuration
» Linked Production Basic Logistics Configuration
» Push Flows Logistics Configuration in a Multi-Company Environment
» Pull Flows Logistics Configuration in a Multi-Company Environment
» Stock Rental Locations Import Export
» Automatic Procurement Minimum Stock Rules
» Stock Moves Management of Lots and Traceability
» Lots Management of Lots and Traceability
» The different journals Management by Journal
» Using the journals Management by Journal
» Requirements Calculation Scheduling Just in Time
» Planning Managing Partial Deliveries Receiving Supplier Products
» Manual Data Entry of Goods Receipt
» Confirming pre-generated Goods Receipt Documents
» Confirmation by Selecting Products Waiting Product Routing
» Management of production Think Different Materi ERP openerp book v6
» Configurable Bills of Materials
» Manufacturing Think Different Materi ERP openerp book v6
» The customer order Workflow for complete production
» Producing an Intermediate Product
» Manufacture of finished product Delivery of product to the customer
» Invoicing at delivery Workflow for complete production
» Security days Calculation of lead times
» Definition of concepts Operations
» Routing Impact on the production order
» Work operations Management of operations
» Subcontracting manufacture Events and barcodes
» Scheduling Treatment of exceptions
» Entering data for a new repair Repair workflow
» Invoicing the repair Management of repairs
» Manual procurement Management of waste products and secondary products Sales Quotations
» Packaging Think Different Materi ERP openerp book v6
» Alerts Think Different Materi ERP openerp book v6
» Order Configuration Control Deliveries and Invoicing
» Picking Mode Control Deliveries and Invoicing
» Tariff Grids Management of Carriers
» Delivery Modes Management of Carriers
» Delivery based on Ordered Quantities
» Margins by Product Keep Track of your Margins
» Margins by Project Keep Track of your Margins
» Creating Price Lists Example
» Rebates at the End of a Campaign
» Open Orders Layout Templates
» Price Request from the Supplier
» Goods Receipt All the Elements of a Complete Workflow
» Control based on Goods Receipt
» Tenders Price Revisions All the Elements of a Complete Workflow
» Elementary Statistics Purchase Analysis
» Analytic Accounts Think Different Materi ERP openerp book v6
» Examples of Process Process Integration in the Management System
» Using processes effectively Workflows and User Processes
» Defining your own user processes
» The importance of good document management
» Classic document management solutions
» Getting Started The OpenERP Solution
» Internal and External Access using FTP
» Mapping between OpenERP Resources and Directories
» Standardizing Structures Searching for documents Working with users’ changes Version Management
» OpenERP Server Setup Think Different Materi ERP openerp book v6
» DNS Server Setup Think Different Materi ERP openerp book v6
» SSL Setup Think Different Materi ERP openerp book v6
» Calendars on iPhone Think Different Materi ERP openerp book v6
» Prerequisites Calendars on Android
» How to configure? Calendars on Android
» Calendars in Evolution Think Different Materi ERP openerp book v6
» Prerequisites Calendars in SunbirdLightning
» Configuration Calendars in SunbirdLightning
» Creating a Configuration Module
» Changing the menu Configuring the menu
» Personalizing the welcome page for each user Assigning default values to fields
» Changing the terminology Configuring the menu
» User Login Think Different Materi ERP openerp book v6
» Managing access rights Think Different Materi ERP openerp book v6
» Modification history Groups and Users
» Configuring workflows and processes
» Managing statistical reports Configuring reports
» Managing document templates with OpenOffice.org
» Creating common headers for reports
» Exporting Open ERP data to CSV
» Importing CSV data to Open ERP
» The CSV format for complex database structures
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