Moving multiple Openers or Clickers into your CRM
It’s never been easier to bulk move teachers and into your Contacts CRM.
When you review your campaign stats and drill down into the data of those who Opened and Clicked your email, you can – with just a few clicks of the mouse – move all, or a selected few, into your CRM.
Easy to Add
Head to your
Marketing module, choose
Reporting and you'll be taken to your previously sent campaigns table. Open one of your campaigns by clicking on the Campaign Name, navigate to the
Opens tab to see a list of all Contacts who have opened the email.
On the left-hand side, either put a check mark against the Contacts you want to add to your CRM, or use the top box to select all entries. Once selected, click the ‘Add to...’ button.
It's important here to treat certain email types (School Emails or Direct Emails) differently when bulk adding.
Bulk Adding Teachers
Bulk Adding Teachers
Those with an obfuscated email address are recipients you have targetted via their direct email address and have taken action with your email (by opening or clicking it). If you tick and add these, they will be automatically added in your Contact Module as a Contact:
Bulk Adding Schools
In some cases you'll have combined your Education Data Lists to include both Teacher's direct emails and also School emails, so your Opens and Clicks will have both types. So if you're adding those generic school email addresses to your Contacts Module, you need to add an extra step in here and add a Contact to also target (as you can only target Contacts with marketing, not Organisations).
Start by ticking those school emails you'd like to add and then clicking the 'Add to...' option:
Once you'd added those Organisations, you'll need to find them in your Contacts Module under Organisations. Click on the name of the new Organisation to view it. Once you're viewing it, click on
Actions and then choose 'Show Edu-Data':
Once in the Education Database, you'll need to find a Contact with an obfuscated email at that school that you would like to move into your Contact Module to retarget. Once you have found them, click on the '+' next to their name and add them to your Contacts.
Bulk Adding Schools
In some cases you'll have combined your Education Data Lists to include both Teacher's direct emails and also School emails, so your Opens and Clicks will have both types. So if you're adding those generic school email addresses to your Contacts Module, you need to add an extra step in here and add a Contact to also target (as you can only target Contacts with marketing, not Organisations).
Start by ticking those school emails you'd like to add and then clicking the 'Add to...' option:
Once you'd added those Organisations, you'll need to find them in your Contacts Module under Organisations. Click on the name of the new Organisation to view it. Once you're viewing it, click on
Actions and then choose 'Show Edu-Data':
Once in the Education Database, you'll need to find a Contact with an obfuscated email at that school that you would like to move into your Contact Module to retarget. Once you have found them, click on the '+' next to their name and add them to your Contacts.
Once added to your Contacts, these can be built into a Contact List for you to send further marketing to. Just head over to the guide below to see how:
Building Openers and Clickers into a List