In this course we will demonstrate and discuss how to create, send and track your email marketing campaigns using GoldMine CRM and/or other email marketing systems such as Constant Contact, Mailchimp, etc. We’ll walk you through the entire email marketing process from building targeted lists in GoldMine using Filters, Groups and SQL Queries, creating an HTML email template/campaign, to sending an email campaign to your targeted lists. We’ll also discuss options available for tracking your email recipients opens, clicks and unsubscribes and managing your email hard bounces. We’ll also demonstrate and discuss your options for storing your campaigns tracked results in GoldMine CRM and reporting on those results.
This training class is great for GoldMine users responsible for managing your organizations email marketing campaigns. We’ll focus on the key steps involved in the email marketing process as it relates to GoldMine CRM. The goal of this course is to demonstrate the different steps and options involved in the email marketing process and the skills needed for accomplishing those steps. We won’t necessarily be teaching the specific skills needed to accomplish each step of the email marketing process, but we will demonstrate and discuss the skills needed. If you feel that you do not have the right skills or knowledge needed to accomplish each step we will be presenting several options for improving your skills and acquiring the knowledge to do so.
At the end of this class attendees will come away with an understanding of the key steps and skills needed for being able to create, send and track your email marketing campaigns with GoldMine CRM and other email marketing systems.
- Email Marketing Strategy 101
- Defining Email Campaign Objectives
- Using Effective “Call-To-Action” Hyperlinks
- Defining KPIs (Key Performance Indicators)
- Segmenting Your GoldMine Contacts & Building Marketing Lists
- SQL Queries
- Designing/Building an HTML Email Campaign
- What is HTML and CSS
- Responsive Email Designs
- Using HTML Email Templates
- Design your own, Outsource the design or use a Cloud Based Email Marketing Service?
- Sending your Campaign to your Targeted Lists with GoldMine
- Primary Contacts
- Additional Contacts
- Other Emails
- Goldmine Email Merge Codes
- Using Cloud Based Email Marketing Systems
- Pros and Cons of using Cloud Based Email Marketing Systems
- Exporting your lists out of GoldMine
- Updating/Managing your lists in GoldMine (unsubscribes/hard bounces)
- Tracking Your Email Campaign Recipients Click Results
- Constant Contact & Mailchimp integration/add-on options
- Email Campaign Tracker
- Reporting on and Analyzing Campaign Results
- Designing Effective Landing Pages
- Event registration and contact forms
- Unsubscribe & other confirmation landing pages
- Who manages your website?
- Website Integration with GoldMine
- GoldMine Web Import
- Contact form integration
- Online order integration
- WordPress, WooCommerce, etc. etc.
Your instructor for this course is a GoldMine users with over 15 years experience with creating and sending email marketing campaigns with GoldMine CRM and other email marketing systems.