Campaigns

Scopevisio Campaign Management supports you with mass mailings, e.g. newsletters, by e-mail or letter to your contacts. You can filter the data of all saved contacts according to the information you have stored in the contact management. This allows you to create a target group.

In Scopevisio, you have the option of sending campaigns as e-mails (also with attachments) or generating PDFs and printing them out.

These PDFs can be individualized using placeholders, similar to billing documents. In addition to the individual salutations and addresses of the recipients, you can also define the content and properties of the header, sender and footer lines, font type and size as well as the position of your company logo, add tables and text blocks and insert placeholders into the documents. The placeholders used for this are automatically replaced by the corresponding data when the documents are output, e.g. customer name and address as well as individualized text modules that are maintained in your customer database. We recommend creating and editing the document layouts with OpenOffice.

Customize Scopevisio standard document layout

Scopevisio provides you with a range of standard document layouts that you can easily adapt to your own requirements.

• Open the menu Global > Master data > Documents and layout and select Create individual document layout.

• In the following window, you can select the layout you want to customize and save it on your PC.

• Then open the layout in OpenOffice.

Insert placeholders in the document layout

Placeholders are fields that are replaced by the information you have saved in Scopevisio Contact Management. In the layout, these are indicated by curly brackets { }.

You can create the document layouts for campaigns in exactly the same way as the layouts for billing documents. You can find instructions here.

Set up a campaign

Select Sales > Campaigns in the menu. A table opens with an overview of all campaigns created so far.

Click Add to access the form to create a new campaign.

Tip: If you have already run a similar campaign in the past, you can select it in the list of campaigns and click on the Duplicate button below it. This will copy all the settings from the previous campaign and you will only need to adjust the details. The following section describes how to set up a completely new campaign.

Depending on the orientation of your campaign, you can show different criteria by right-clicking on an empty space and selecting Show and hide business objects. In the remaining fields, enter the criteria that characterize the recipients of the campaign. The selection aids in the individual fields will help you.

Tip: If you want to change selection lists, you can do this via Menu > System administration > System > Manage selection lists.

Make sure you set the campaign hit quality correctly! The default setting is At least one criterion applies, but often several or all criteria are important.

You can also filter by user-defined fields. In this case, however, you must enter the content of the field exactly as it is stored, taking into account upper and lower case. Otherwise Scopevisio will not recognize a match.

Determine recipient group

Specify which people should be contacted. You can do this using the criteria in the individual business objects and/or via the Specify persons field in the campaign profile.

Clicking on the filter symbol in the Specify persons field opens a selection list in which you can select the recipients of the campaign.

Create distribution list

Then select the desired criteria in the form. Once you have made all the entries, please click on the Calculate link at the top left under the campaign profile. Scopevisio will now filter out the contacts you require and display the number of contacts found.

Note: The table is not updated automatically if you make further changes. If you make changes to the filters again, calculate the table using the Calculate link.

The contacts found are displayed in tabular form below the Campaign input form.

Right-click on the table header and click on Column selection in the context menu to display only the columns you want.

Remove recipients

Would you like to remove individual recipients from the campaign?

In this case, you can click on a small minus sign to the right of a data row in the recipient list to remove the row and thus the recipient's data record from the campaign for this time.

If you no longer wish to write to the recipient in the future, please open the contact.

Here you can change the Unsubscribed from campaigns field in the Communication business object to Yes.

This means that the contact in question will no longer be contacted in future.

Add recipient

If you would like to add another recipient, click on Add more below the recipient table, select the desired contacts and click on Assign.

Create list

You can output the data of the selected contacts in various formats (pdf, csv, doc). If you click in the recipient table without selecting a data row, a context menu appears in which you will find the entry Export directly. You can use this to export the contact table to Excel, for example.

Mass lead generation

In the Campaign business object, you will find the Lead generation field with a Yes/No selection. If you select Yes here and save the entry, the Generate leads button appears below the target group. You can now prepare a standard potential under Lead potential > Add template, which will be assigned to the new leads created in this way.

With this setting, all contacts listed in the target group are marked as leads.

Create mail merge campaign

If you have created a campaign and selected the target group, you will find the option to generate the campaign as a form letter in PDF format below the target group list.

Click on the Mail merge button.

In the next form, Campaign PDF Export, you can click on Select and attach ODT file. In this case, you will be taken to the (standard) layouts already saved in Scopevisio.

Or you can click on the upload button to the left. This opens your file explorer and you can upload a cover letter from your hard disk.

You can use the Create test PDFs button at the bottom right to check whether the result meets your expectations.

Note: The PDF export may take a while if you have several hundred letters.

The PDF file with the cover letters will be saved on your computer under the name and location you have specified. All you have to do is open it and print it out.

After sending the campaign, you should mark it as exported so that it is locked and cannot be accidentally sent again.

Sending an e-mail campaign

Scroll to the bottom of your final distribution list on the Campaign form. There you will find a series of buttons, including Email. Click on it.

An e-mail dispatch form for e-mail campaigns will now open.

Note: You can select all types of files as well as a post-processed odt layout as an attachment. Placeholders in the layout are automatically filled in for the specific contact and the file reaches the recipient as a PDF.

1. The e-mail addresses of your selected contacts are automatically taken from the contact management.

2. You can use the From (name) and From (e-mail) fields to define which sender data is displayed to the recipient. For example, you can enter a sender such as info@gesellschaft.com. The recipient of the reply can differ from the sender of the campaign. Enter the recipient address in the Reply to field.

3. Enter a subject for the e-mail. No placeholders can be inserted in the subject.

4. Specify the text for your e-mail. Here you can add as many placeholders as you like, which will be filled in on a customer-specific basis.

5. Select your attachments. Placeholders are filled in automatically and the odt file is converted into a PDF. Further information under Document layouts.

6. You can send yourself one or more test e-mails to your own e-mail address. These will be displayed in the same way as your customers receive the e-mail. Click on Send test e-mail, select the customers whose campaign e-mail you would like to test from the following table and click on Send test e-mail(s). You will receive the e-mail at the user e-mail address you have stored with Scopevisio.

7. Click on Send campaign to finally send the e-mail to your customers.

You can fill in all other details from the text modules provided: Click on the Select text module link below the email form to search for the appropriate module for your email. This will take you to the text module overview, in which many modules are already predefined. All you have to do is click on them and add them.

Tip: Add the placeholder $unsubscribe link to the end of your text. The recipient will then receive the link: Please click here to unsubscribe from the e-mail distribution list. You can see whether a contact has unsubscribed from the newsletter in contact management in the Communication business object in the Unsubscribed from campaigns data field. This contact will no longer be included in future campaigns. See also Email tracking, Logo and Unsubscribe link

Generate CleverReach campaign

Click on the CleverReach button in a campaign to export the contact details of the target group to CleverReach.

If you have not yet linked your CleverReach account with Scopevisio, a notification opens. You can make the necessary settings via the Account link in the notification.

Click on the link to open the CleverReach settings.

You generate the unique API key in your CleverReach account settings.

Please note that you can only use the outdated SOAP API.

Unfortunately, the REST API is not available.

To create the API key, go to your settings in your CleverReach account and select SOAP API under Extras.

Click on Create API Key in the top right-hand corner.

The following window opens, in which you enter a purpose and click Save.

You have now created an API key, which you can copy and paste into the CleverReach settings in the Scopevisio application. Do not forget to save.

Export to CleverReach

Save your entries and click on the back arrow to display the campaign again. You can now export the data to CleverReach.

In the Segmentation characteristic field, you can enter a unique characteristic for this campaign, e.g. "test". You can use this characteristic to create a segment within the group in CleverReach.

You can export the data in CleverReach to an existing group or create a new group.

Complete the campaign in Scopevisio

After exporting the files, this campaign can be marked as exported. This means that the content of this campaign can still be viewed, but can no longer be edited.