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User guide

## Summary of the functionality

  • A marketing activity is created in Lime CRM
  • Add participants to the marketing activity in Lime CRM
  • Log on to app.bwz.se/
  • When doing a send out you select a marketing activity from Lime CRM in the Recipients tab in BizWizard
  • Select marketing activity and all participants are added to the list
  • Mail is sent
  • Openings, clicks and bounces will be synced back to Lime CRM
  • A statistic link and the actual send out is available in Lime CRM

## Creating a new marketing activity Select the Marketing activity tab and create a new marketing activity. In order for the marketing activity to appear in BizWizard you must select a status and type that is configured to appear in BizWizard.

create_campaign

Use the Bizwizard web interface to create a send out and add a list from Lime CRM.

add_campaign

## Follow-up and statistics For each mailing that is sent to a marketing activity a record is created in the //Mailing// tab in Lime CRM. A mailing could look something like this:

campaign_mailings

All mailing recipients will appear in the recipient tab and a status field will tell the status of the mailing.

campaign_recipients

## Bounce and global opt-out When BizWizard encounters problems sending email to an address this is flagged in the //Email bounce// field on the person in Lime CRM and also on the actual mailing that triggered the bounce (the recipient status field). Only hard bounces are registered. Global opt-out (called Total opt-out in BizWizard) is also updated, but

person_bounce

## Opt-out using Consent Global opt-out (called Total opt-out in BizWizard) unchecks the Approved status for the configured newsletter consent. The consent type must be configured in the admin newsletter settings. Only persons who have an Approved consent of the correct type are transferred to newsletter. (Its an opt-in) (publication opt-out does not sync back to Lime CRM at the moment.)

consent_edit

consent_config

## Opt-out not using Consent Global opt-out (called Total opt-out in BizWizard) checks the total opt-out field on the person. This only done when a consent type isn't configured in the admin newsletter setting (Only persons who does not have the field checked is transferred to newsletter)