The integration of OpenCRM and Campaign Master enables you to build campaign lists in OpenCRM, using Campaign Master to actually send the campaigns and record the subsequent interactions (mails sent, received, rejected, opened, clicked through). A number of these statistics are fed back into OpenCRM to give you a snapshot of the success rate of your Campaign.

Setting up Campaign Master

Go to Settings > External Campaign Manager settings

This will give the following screen:

The Username and Password which are added are those which are used to log in to the Campaign Master interface, and the API Key is no longer needed with the Campaign Master integration.

Ensure the "Enabled" tick box for the relevant service is ticked and click "Save".  This will return the page to the settings home page.

Using Campaign Master and OpenCRM

When Campaign Master is enabled with OpenCRM, campaigns will have enabled an extra block of fields specifically relating to Campaign Master.  These are contained in a block specific to those fields:

There will also be a button above the campaign itself labeled "Sync with Campaign Master"

The button "Sync with Campaign Master" will send the information linked to the campaign to the Campaign Master system, and update the OpenCRM system as needed with information.

What information do I need to have to create a campaign in Campaign Master

In order to create a campaign within Campaign Master the "Campaign Master Subject" field needs to be filled in.  A campaign with an empty subject cannot be created.  If an attempt is made to sync with Campaign Master without this field being completed, the message below will be displayed on screen:

Unable to create the external campaign for the following reason : Campaign subject is required and has not been provided

There also needs to be a template set for the campaign in order for the e-mail template to be set in Campaign Master.  If the incorrect template is set when the campaign is first created in Campaign Master via OpenCRM, the campaign template will need to be changed within the Campaign Master system in order for the changes to take effect.  Template changes are not part of the sync with Campaign Master as their API currently does not allow this.

What does each field in the Campaign Master block represent?

What do I need to do to create a campaign with Campaign Master?

in order for a campaign to be created in Campaign Master, there needs to be an e-mail template for the campaign to send, as well as a list of recipients to send the campaign to.  Both of these need to be set up in Campaign Master before the sync between an OpenCRM campaign and Campaign Master can take place.  OpenCRM will automatically pull the available templates and lists from Campaign Master when a campaign is created or edited.

Once the template and recipient list have been created in Campaign Master, the campaign can be created or edited in OpenCRM to have the correct values before the initial sync is made.  As mentioned above, once the campaign has been synced with Campaign Master, the template cannot be changed via OpenCRM.

When syncing OpenCRM with Campaign Master, it is worth noting that although the recipient list is set in OpenCRM (the "Campaign Master List" field) the list will not actually be set on the campaign in Campaign Master.  The contacts which are added to the OpenCRM campaign will, instead, be added to this campaign list in Campaign Master, and the list can selected for the campaign prior to sending from the Campaign Master system.  This is a limitation of the API with Campaign Master at present.

Step by Step

1) Create your email template in Campaign Master if not already done

2) Create a new list in Campaign Master

3) Create a new Campaign record in OpenCRM

4) Complete the standard fields such as giving your Campaign a name and completed the Campaign Master specific fields indicated in the table above (You may need to contact Campaign Master for some settings). The Description field is also a required field, if this is left blank you will not be able to sync.

5) Be sure to set your "Campaign Master Template" before you Sync your Campaign. Once the template has been set in Campaign Master you cannot select a different template to use. Within the Launch Campaign section of Campaign Master itself you are able to modify the template before sending, on the Edit/ Test screen.

6) Save your Campaign

7) Use searches and views on Leads, Contacts, Companies to add recipients to your Campaign in OpenCRM

8) Once you have selected all of those you wish to reach click "Sync with Campaign Master"

9) Your Campaign details will be setup in Campaign Master.

Note:

Once a Contact exists in Campaign Master (as part of one or more lists), then you will get a warning/ error message when linking the same contact to any subsequent campaigns;this is for information purposes only, as it tells you that OpenCRM will NOT create a duplicate entry within the campaign list.

Campaign Master Lists

The Recipients Tab shows you all the different lists that you have set up in Campaign Master. When you select to use a list (on setting up the Campaign in OpenCRM), the leads, contacts and companies will be added to that list, should they not already be present. When you send the Campaign from Campaign Master, it will include everyone on that list, and not just people you have added to the Campaign in OpenCRM. If you want to start afresh with a new list of Campaign recipients, you need to Add a list in Campaign Master.

Campaign Statistics

• Total Bounces
• Successful Emails
• Unsubscribe Percentage
• Click Rate (this shows you a percentage of all clickthroughs on the campaign, and not just unique clickthroughs).
• Open Rate (this shows you a percentage of all opens on the campaign, and not just unique opens).

• Campaign Recipients
  When you link a contact, lead or a company to a campaign, our system synchronises this with Campaign Master every minute.
• Campaign Statistics
  Once your campaign has been launched, our system will update its statistics every 30 minutes.
• Individual Statistics (contacts, leads, companies)
  Our system will update individual stats like clicks, opens and forwards once every day (in the morning).