Marketing

The Dashboard gives you a quick view of templates, active Campaigns, total emails sent, and open rate.

Key concepts

• Templates are reusable email designs and content. A template can include a subject, HTML content, plain-text content, a category, a description, and targeting options.
• Segments are audiences defined by rules. You can use roles, construction types, account age, subscription tier, project activity, timesheet activity, feature use, and recent activity when defining a Segment.
• Campaigns connect a Template to an audience. A Campaign can target all active users or use a Segment.
• Manual Campaigns are sent when you choose the send action. Scheduled Campaigns use a frequency and start date. Triggered Campaigns respond to a selected event.
• A Lead Form is a public form that visitors can use to submit an inquiry. Submissions create leads in 3PM Base.
• Email engagement is shown through sent messages, opens, clicks, open rate, and click rate.

How to create audiences

1. Open the Segments tab.
2. Select the action to create a Segment.
3. Enter the Segment name and, if useful, a description.
4. Set the rules for the audience. You can include or exclude roles, set minimum or maximum activity values, choose features used or not used, select construction types, set account age limits, and choose subscription tiers.
5. Select Save.
6. If you need an estimated audience size, use the size calculation action for the Segment.

You can also use AI Recommendations while creating a Segment to help populate its rules. Review the rules before saving.

How to create templates

1. Open the Templates tab.
2. Select the action to create a template.
3. Enter a name and subject.
4. Add the email content with the email builder, or enter the content directly.
5. Select a category, such as Generic, Feature Education, Usage Achievement, Underutilization, or Upgrade Prompt.
6. Optionally add a description and target roles or construction types.
7. Save the template.

You can preview a saved template before using it in a Campaign. You can edit or delete a template from its actions menu. A template cannot be deleted while it is used by a Campaign.

How to create Campaigns

1. Open the Campaigns tab.
2. Select the action to create a Campaign.
3. Enter the Campaign name.
4. Select a Template.
5. Choose a Segment, or leave the audience set to all users.
6. Select a Campaign type: Manual, Scheduled, or Triggered.
7. For a Scheduled Campaign, choose a frequency—once, daily, weekly, or monthly—then set the start date and time of day.
8. For a Triggered Campaign, choose the event and set any available conditions.
9. Select Save.

A new Manual Campaign starts as a draft. A Scheduled Campaign is saved as scheduled. To send a Manual Campaign, open its actions menu and select the send action. The Campaign list shows its status, Template, sent total, and opened total.

How to create lead Forms

1. Open the Lead Form settings in the Admin area.
2. Turn the form on with Enabled, or turn it off with Disabled.
3. Select the preview action to check how it will look. Select the same action again when you are finished reviewing it.
4. In Style Settings, choose the theme, colors, border radius, button text, and submit button color.
5. In Field Settings, turn fields on or off, change their labels, mark enabled fields as required, or use the field selector to add fields such as Street Address, City, State/Province, Postal Code, Country, or Tax Number.
6. Customize the Success Message and, if needed, add a Redirect URL.
7. Select Save.
8. When the form is enabled, copy the code shown in Embed Script and add it to your website.

The standard fields include Name, Company, Email, Phone, and Description. The default settings use Name, Email, and Description as required fields; Company and Phone are optional.

How to track email engagement

1. Open the Analytics tab.
2. Review Total Opens and Total Clicks.
3. Review Click Rate, which is calculated from clicks compared with opens.
4. Return to Dashboard to review total sent and open rate across Campaigns.
5. In Campaigns, review the sent and opened totals for an individual Campaign.

The Calendar tab provides a calendar view for Campaign planning, including scheduled Campaigns.

Tips & things to know

• Create and review a Segment before creating a Campaign so the audience is clear.
• Use a descriptive Template name and Campaign name to make them easier to find later.
• A Campaign can use all users or a selected Segment, but it must use a Template.
• Only active Templates are available when choosing a Template for a Campaign.
• Use preview for both email Templates and the Lead Form before publishing or sending.
• If a Lead Form is disabled, it is not available for public use. Newly created Lead Form settings are disabled until you enable them.
• Deleting a Template or Campaign is a separate action from editing it. Review the confirmation prompt before deleting.
• The Marketing area is restricted to System Administrator users.

FAQ