Personalized Mail 

Purpose

One of the tasks of marketing is to transmit information to existing or potential customers via a variety of channels.

Within the CRM Marketing Planner, you are able to assign a target group to a particular marketing plan element or campaign element. From here, you can then contact members of a target group via a variety of channels including telephone, E-mail, letter, fax, and SMS.

Mails can be personalized in the sense that the content and format of the mail can be tailored to the recipient’s individual profile by defining conditions as to when certain content is sent.

From within the CRM Marketing Planner, a mail can be sent to all persons assigned to a given target group.

Integration

This component is closely integrated with Campaign Management, from where mails are sent.

Function	Required component	Optional/mandatory
Creating marketing plans	Campaign and Marketing Planning	Mandatory
Creating marketing profiles and target groups	Business Partner Segmentation	Mandatory

Features

The Personalized Mail application provides for the following features:

·        Creation of mail templates

For more information, see Mail Templates.

·        Creation, processing, and testing of mail forms in the context of a marketing campaign

You can perform the following major actions with mail forms:

¡        Create a mail form and maintain all basic information, such as mail form ID, description, usage, text type, scenarios (if you require additional attributes such us business partner contract details or particular product details).

The description is very useful as it can be used for quick navigation to detailed mail form information.

¡        Create a text element and place a personalize greeting using the business partner attributes.

¡        Create text elements for the main part of your E-mail and place all information you require, including the product photo and technical details.

¡        Include a link to your Web site with detailed information and link to you home page.

¡        Include a link to newsletter subscription.

¡        Use the tracking option for your links and find out if the customer visits your Home page or is interested in a new product.

¡        Attach the product technical specification in PDF format to the E-mail.

¡        Preview your text elements.

¡        Test the e-mail using the Communication Channel Test.

¡        Use the Marketing Contact List to check if the E-mail was sent successfully.

For more information, see Mail Forms.