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Rasmus_Bidstru1
Level 4
December 5, 2014
Solved

Best practice program use

  • December 5, 2014
  • 5 replies
  • 2067 views
Hi

I need to sent out the same weekly mail to a support/sales team with this weeks sales-goals and how they are doing. The sales-goal and current-reatched goal is on each person as normal data, so I dont have to change anything within the mail week for week.

What the best program to use for this? I was thinking an engagement program, but dosnt this type of program require me to add a new mail each week for it to sent, or can it re-use the same mail week after week? without i need to add the mail in the stream again and again?

regards,
Rasmus
 
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Best answer by kpara3-2
Hey Rasmus,

I don't quite understand what you're saying the content/message of the email is that wouldn't change.

However, I can say that in engagement programs, you cannot receive the same piece of content more than once.

I would set this up as a normal batch campaign and schedule it on a weekly basis... in the schedule tab you can set that.

Kim

5 replies

K
kpara3-2Accepted solution
Level 9
December 5, 2014
Hey Rasmus,

I don't quite understand what you're saying the content/message of the email is that wouldn't change.

However, I can say that in engagement programs, you cannot receive the same piece of content more than once.

I would set this up as a normal batch campaign and schedule it on a weekly basis... in the schedule tab you can set that.

Kim
    A
    Anonymous
    December 5, 2014
    You could set up an analytics report, subscribe all the sales members, and have it scheduled to send out every week.  This would send them a graph of numbers and an attached excel spreadsheet.

    As Kim said with an engagement program leads (the sales reps) would only receive the email once. Those are the rules.
    Josh_Hill13
    Josh_Hill13
    Level 10
    December 5, 2014
    As Jessica pointed out, you can subscribe people to a report. I wouldn't set this up as a program.

    But if you wanted, you can use something like Operational to setup what you need so that this activity is not reported into ROI.
    R
    Rasmus_Bidstru1Author
    Level 4
    December 8, 2014
    Its a custom html mail we need to sent, so cant use the reports.

    @Kim P, Thanks, I will just use a default campaign and the scheduler for the weekly mails :) 
    K
    kpara3-2
    Level 9
    December 8, 2014
    Cool - just make sure in the scheduler you make it so they can run through each time :)
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