Integration with marketing services

Resco CRM server can connect to external marketing services:

MailChimp is an e-mail marketing service used by over 15 million customers to create and send marketing communication, automated messages and targeted campaigns.
MailerLite is a slightly younger service with almost 500 000 customers with as powerful functionality as MailChimphas.
GetResponse is a complex all-in-one online marketing platform offering not only e-mail marketing but also webinars, web event tracking, etc.Currently with 320 000customers.

How it works

The entire marketing module in Resco CRM server is based on the concepts of marketing lists and campaigns.

Marketing list (or distribution list) defines the recipients for a campaign, either Accounts, Contacts or Leads. The list can either be static or dynamic.

A static list consists of an explicit set of records.
For a dynamic list, you define a query and the recipients are the query results.

Marketing campaign describes the process of sending a particular email to recipients and monitoring its performance. Recipients are specified through one or more marketing lists.

Marketing lists are created and managed in Resco Cloud. They must be exported to one of the marketing services (e-mail recipients aree copied from Resco Cloud to the mailer service) for further use.

Marketing campaigns are created in the external service’s environment. They can use one or more lists previously exported from Resco Cloud. This document does not describe how to set up and send campaigns in MailChimp, MailerLite, or GetResponse, as there are already detailed guides and tutorials available on their web sites.

To monitor campaign performance, you must first go to all marketing lists in your Resco Cloud and import them. You can then see detailed statistics for each of your campaigns in the Marketing Campaign section of Resco Cloud. And even visually compare the results of multiple campaigns, utilizing Marketing Dashboards.

Ultimately, the marketing module of Resco Cloud helps you effectively create marketing communication on the go. And at the same time, keep an eye on and evaluate the performance of your campaigns.

Configuring integration

To see and marketing features in Resco Mobile CRM app, you need to perform several configuration steps.

Setting up the details of the marketing service

Log in to your organization.
Select Tools & Settings > Admin Console from the menu.
In the Admin Console, select Settings > Organization from the menu.
Find Marketing integration and click Enable.
Wait until your request is processed, then click Configure Defaults.
In the Marketing Integration Configuration window, click New.
Enter the details of your marketing service account, then click Save & Close.
- To successfully integrate with a marketing service, you need the Source API Key. Refer to the third-party documentation for information how to generate API keys for integration: MailChimp, MailerLite, GetResponse.

Configuring defaults for marketing campaigns

Next, enter the default values for your marketing campaigns. You can create multiple default campaigns, these can be used as templates when creating new campaigns.

In the Admin Console, select Data > Manage Data from the menu.
Select the entity Marketing Campaign Defaults and click New.
Specify details about the default marketing campaign, then click Save.

Adding marketing entities to your app projects

HOW?

Using Woodford enable marketing entities and add some of them to your Home.

Using marketing features

After you’ve successfully integrated the marketing module with the Resco CRM server, sync your Resco Mobile CRM app and start leveraging the freshly added marketing features. As you can see, Resco Cloud encompasses the versatility of the two products and enables you to work freely – utilizing both desktop and mobile.

Creating a campaign

Create a new marketing list (on the Home screen, tap Marketing List, then tap the + button).

https://www.resco.net/downloads/Marketing_services_&_Resco_Cloud.pdf

TBD