Marketr - Email marketing, follow-ups and reminders to customers

Marketr allows you to set up a variety of campaigns to keep in touch with your customers. You can create automated follow ups to check-in after a ticket has been resolved, all based on specific time frames that work well for you. Alternatively, you can also do one-time blasts to all customers, or a portion of your customers based off saved Customer Searches.

To add Mailer to your tabs, head over to Admin > Tabs Customization. Check the Marketr box and click Save.

Table of Contents

How it Works
Free and Trial Account Restrictions
Saved Customer Searches
Using Saved Customer Search Lists
RMM Asset Search
Campaign Statistics
FAQs

How it works

How do automatic trigger campaigns work?

Requirements:

A. Resolved Ticket + Paid Invoice (that is what "Ticket Closed" means)

OR

B. Days since Customer Creation

If a customer has a ticket that is set to "Resolved" and has not been re-worked, and an attached invoice that has been paid, this customer will be in the pool of customers to receive a Marketr email. If a ticket is marked resolved but does not have an invoice attached or has an unpaid invoice attached, it will not get included.

Alternatively, you can select the "Days Since Customer Created" setting and the pool of customers will be based on the customer creation date. Setting the "Trigger Mailing When" field to 0 will skip customer creation check, and instead send the mail to all matching customers.

**NOTE** - To trigger only based on customer search match, you need to skip ticket invoice checks and have the time delay set to 0. Without a time delay of 0, only new customers get the email. Without skip ticket checks, only customers meeting the search and having a paid invoice/resolved ticket would ever get it.

How does the Re-Arm work?
Setting a re-arm time will determine how long after receiving a mail from this campaign a customer will be eligible to receive the same mail again. For example, with a re-arm of 14 days, a customer that receives the mail one day can receive the same mail two weeks later, if they meet the criteria for the campaign still.

Send to Customer Contacts
Send Mailer campaigns to employees of businesses who have valid email addresses by clicking the Include Marketing Contacts checkbox.


Important Tip: If you would like to send to your contacts only, on the main customer's page click the Edit button, then uncheck Receive Marketing Emails and click Save Changes. Then for your contacts check the Receive Marketing Emails box and click Save.

How do one time blast campaigns work?
One Time blast campaigns will go out on a day of your choosing by clicking the One-time Blast Mailing radio button, clicking on a date in the Send on (one time blast) field, then clicking Update Mailing.

 

Free and Trial Account Restrictions

Free and Trial accounts have certain restrictions on Marketr Campaigns. In particular, blast emails are forbidden, and triggered campaigns that target more than a few customers in a given day are blocked.

 

Saved Customer Searches

You can leverage the powerful Saved Customer Search tool to better target your campaigns with custom lists. Visit the Saved Customer Search article to learn how to create Saved Search lists.

 

Using Saved Customer Search Lists

Once you have created the list, you can choose the list from the drop down in the New Mailing screen. Now once the campaign has started, it will go to the customers listed in the search that you created.

If you want to use this feature to remind customers about warranty expiration, you can set that up by following the steps in the Saved Customer Search section above. Just use the Customer Warranty Expiration search setting.



Just name and save your search, then assign it to an active Marketr campaign as described above.

 

Create lists in a similar manner to Saved Customer Search lists, but using data from the Assets like OS, RAM, Storage space or active AV. This is specific to Kabuto for now, but we plan to expand this to the other RMM integrations we have.

Create a New List on the Marketr Campaign or from the Asset page

Click the blue plus button. If you want to edit or delete the list, head to the Assets tab/Asset Manager and there will be a Green square on the left of the screen that can be clicked. From there it functions in a similar manner to the Saved Customer Searches.

Campaign Statistics

See how effective a campaign is by clicking the graph icon by one.

Statistics will show how many people are getting your campaigns, and if they are opening them, clicking them, sending them to Spam, or even Bounces!

 

FAQs

What if I don't want my customers to receive my campaigns?
You can edit the customer record and check the Opt Out - Email Marketing box.

Will contacts on my customer record receive emails from Marketr?
No. Marketr will only send out an email to the email address on the main customer record.

What if I've already resolved tickets for customers that I want Marketr to automatically follow up on?
Marketr will backdate sending e-mails for a specific campaign if the customer meets the parameters for sending and email, shown in the example below:
A 14-day follow up campaign is created today. You resolved a ticket for John Smith last week. John Smith will receive an email next week for his 14-day follow up.

Is there a way to add a custom tag to the Marketr emails? e.g. {ticket_subject}?
No, Marketr works on a customer level so there are no custom email tags that specify a ticket.

Is there a way to pause a campaign once created, and restart it at a later time?
No, once a campaign has been scheduled it can only be edited or deleted, but not paused.

How do I add an image to my Marketr emails?
To add an image, start by clicking Insert/edit image button in the email body box:

A dialog box that looks like this will open:

The source should be the URL of the image. Please note that this must be a publicly-hosted image, so you'll want it uploaded to your company site, or to a site like https://imgbox.com/.

The description should be a brief description/title of the image.

You can leave the dimensions blank, or specify a size. Constraining proportions will prevent the image from being distorted if it's being resized.

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