That’s where Sales Campaign comes in. This feature is how you send boards to prospects, customers, and other external audiences. Using this tool, you can send a board to dozens, even hundreds of contacts at once.
This feature allows you to run your campaigns in a new way. Often, marketers and sellers deliver content through automated email systems. Unfortunately, that process can be complex and time-consuming. Instead, using Send, you can run campaigns directly from your mailbox, making things faster and easier.
This feature also enables stronger collaboration between Marketing and Sales. Marketers can plan and orchestrate the overall campaign, by choosing content and messaging for boards. Meanwhile, sellers can fully execute the campaign, by sending boards directly to their contacts.
Further, both teams gain deeper visibility into the sales process. When you send someone a board, Folloze uses their contact information to track their engagement with your content. This information then feeds into dashboards and notifications that provide insights on your campaign’s progress.
How it works
When you send someone a board, Folloze delivers them an email with the board attached. The email looks something like this:
What’s more, if you integrate your mailbox with Folloze, the email comes straight from your email address. This integration is available for Office 365, Microsoft Exchange, and Gmail.
Opening the Sales Campaign window
To send a board, open the send window. You can do this one of two ways.
First, open your Folloze homepage. Find the board you want to send. Then:
1. Hover over the board. Click the menu button. Click Send.
2. Or, click the board to open the back-end. Click the send icon in the top right.
What it does
Sending someone a board automatically makes them a viewer. Viewers see all your board content, and can send the board to their own contacts as well.
Once someone becomes a viewer, Folloze also uses their contact information to track their activity. This provides you with analytics and notifications that map your campaign’s progress, and let you respond to viewer actions.
To learn more about the difference between Send and Invite, read here.
Methods and tools
There are multiple ways to send a board. In each approach, you create a list of recipients from your contacts, and then send the board to those recipients. You can:
- Send a board to individual contacts
- Send a board to a list
- Send a board by uploading a CSV
- Send a board with Salesforce
This feature also provides certain tools. For instance, you can customize the email your board is sent in.
Daily email limit
You may send up to 1000 emails with the Send feature each day. This prevents your emails from getting flagged or filtered by recipient email systems. Read here to learn more.
Previously, some users used Microsoft Office’s Mail Merge to email boards to multiple contacts. The Send feature now serves this function instead.