Best practice program use

[Rasmus_Bidstru1]

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
 

[Kim_Allen · Accepted solution]

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]

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]

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]

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]

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