Today I want to show you how you can easily implement fully-automated drip campaigns in SharePoint using just your browser.
So what are drip campaigns anyway? Wikipedia is always a handy research tool for these things: http://en.wikipedia.org/wiki/Drip_Marketing. So basically you want to send a series of messages to your customers, at preset time intervals, as a follow-up to registration, product download, etc. These messages can contain instructions, advertisements, images or anything else you need. The main goal here is to create a meaningful virtual conversation with your customer, without having to hire a horde of marketing people.
So what do you need? You need Infowise Smart Alert Pro, our upgrade to the good old SharePoint alerts. Two of its main features are the ability to send email to external accounts, even those saved in any text column, and user-defined email templates, that you create and manage yourself.
What we need is to create a Contacts list where you will enter the contact information of your new customers. The list will have a set of custom alerts attached to it, each triggered after a pre-set time interval, starting from the moment the customer entry was created. In our case, we will have 3 templates: one will go out after a week, the second - after two weeks and the third - after a month. Obviously you can create as many templates as you need and define the intervals the way you want them. You can even set conditions for the alerts, so, for instance, if you marked the customer as not willing to receive any additional emails, the system will stop sending to that customer.
So, let's start:
This is it, your drip campaign is ready. Now create new contacts in the list and they will start receiving the mailings!