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Re: Best practice program use

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Rasmus_Bidstru1
Level 4

Best practice program use

Hi

I need to sent out the same weekly mail to a support/sales team with this weeks sales-goals and how they are doing. The sales-goal and current-reatched goal is on each person as normal data, so I dont have to change anything within the mail week for week.

What the best program to use for this? I was thinking an engagement program, but dosnt this type of program require me to add a new mail each week for it to sent, or can it re-use the same mail week after week? without i need to add the mail in the stream again and again?

regards,
Rasmus
 
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Kim_Allen
Level 10

Re: Best practice program use

Hey Rasmus,

I don't quite understand what you're saying the content/message of the email is that wouldn't change.

However, I can say that in engagement programs, you cannot receive the same piece of content more than once.

I would set this up as a normal batch campaign and schedule it on a weekly basis... in the schedule tab you can set that.

Kim

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Kim_Allen
Level 10

Re: Best practice program use

Hey Rasmus,

I don't quite understand what you're saying the content/message of the email is that wouldn't change.

However, I can say that in engagement programs, you cannot receive the same piece of content more than once.

I would set this up as a normal batch campaign and schedule it on a weekly basis... in the schedule tab you can set that.

Kim
Anonymous
Not applicable

Re: Best practice program use

You could set up an analytics report, subscribe all the sales members, and have it scheduled to send out every week.  This would send them a graph of numbers and an attached excel spreadsheet.

As Kim said with an engagement program leads (the sales reps) would only receive the email once. Those are the rules.
Josh_Hill13
Level 10 - Champion Alumni

Re: Best practice program use

As Jessica pointed out, you can subscribe people to a report. I wouldn't set this up as a program.

But if you wanted, you can use something like Operational to setup what you need so that this activity is not reported into ROI.
Rasmus_Bidstru1
Level 4

Re: Best practice program use

Its a custom html mail we need to sent, so cant use the reports.

@Kim P, Thanks, I will just use a default campaign and the scheduler for the weekly mails 🙂 
Kim_Allen
Level 10

Re: Best practice program use

Cool - just make sure in the scheduler you make it so they can run through each time 🙂