Before you send your first campaign a couple of items to be set up in Brain CRM.
- Create an email Opt In field
- Set up a Group(s) to segment your Users and target your campaigns
The items above are a one time setup. Once they are created you are ready to begin creating campaigns!
Create Opt In Field
- Go to System Management | Fields
- Click on "New"
- Group = "User"
- Field = Typically "Email List"
- Data type = "Tristate Value" (by selecting 'Tristate Value' new users will automatically be included in email list and must opt out to be removed from mailing list)
- Save
Create Group
- Go to BRAIN | Setup | Groups
- Click "Add"
- Description = Enter a name you want for this group
- Smart Groups
- Unchecked - Users will only be added to the group through manual methods
- Checked - Users will be automatically be added to the group on the fly using parameters set
- Save
Populating Groups (There are several ways to do this)
- BRAIN | Setup | Manage Groups
- Use this to manually add user to group
- Search for User(s) you want to add
- Select "Group to Import to"
- Click Add
- BRAIN | Setup | Import Contact To Groups
- This does an import of a CSV file that has the User & the Group (both must exist)
- Create your CSV file according to instructions on the page
- Enter location of file
- Click "Upload"
- BRAIN | Setup | Import Contacts
- This is like the one above, except it can create contacts on the fly and requires a lot more data