User Manual - CRM

A small CRM package is also available for Envrin CMS, which integrates with providers such as Mailchimp and Sendgrid, and helps allow you to manage marketing funnels, follow up on potentials and new users, and more. To begin, ensure the CRM package is installed on your system. If your administration panel does not have a CRM menu, install the CRM package via the Maintenance->Package Manager menu, Available Packages tab.


Campaigns

Through the CRM->Campaigns menu, you can easily manage all of your marketing campaigns. At the bottom of this menut there's a form that allows you to create a new campaign, which looks like:

You can enter anything you wish for the campaign name. The e-mail provider allows you to integrate the campaign with a provider such as Mailchimp. For example, if you'd like new members to be automatically subscribed to a Mailchimp list upon joining. On the next page when defining the actions of this campaigns, the software will retrieve your Mailchimp lists, and allow you to select from them.

The condition fields are optional, and only required if you'd like the member to be automatically added to this campaign when a certain action occurs (eg. member joins, purchases product, etc.). Otherwise, if you just want to use a simple lead generation form or manually add leads to the campaign, leave these fields blank.

Upon creation, you'll be brought to the campaign management screen which consists of three tabs, as explained below.

  • General -- General information about the campaign, and is basically the same details you submitted when creating the campaign. This tab simply allows you to update them.

  • Actions -- Allows you to define the various actions that will occur within this campaign. There are three different types of actions to choose from. Initial actions happen when the lead is first added to the campaign, timed actions automatically happen after a set time period from when the lead was added, and conditional actions occur against existing leads when a condition is met (eg. product purchased, account deleted, etc.).

    For example, for an initial action you may want to subscribe the lead to a Mailchimp mailing list. For timed actions, you may want to schedule a manual follow up after a week, and after 3 months move them to a different Mailchimp mailing list. For a conditional action, you may want to unsubscribe them from a Mailchimp mailing list upon their account being deleted.

  • HTML Form -- Shows an example HTML form that you can copy and paste into any web page. When someone fills out the form, they'll be automatically added to this campaign.

Canned Messages

Canned messages can be managed through the CRM->Canned Messages menu. These are simply templated messages that can be assigned to manual followups that are scheduled via campaign actions. For example, when adding a timed action to a campaign as explained above, a select list will appear allowing you to choose the default canned message. When processing a pending followup, this message will be displayed as default, helping speed up the processing time.

For example, within the campaign actions you may schedule a manual follow up after a week to ask how the new customer / client is doing. So you would want to create a canned message that asks this question. When processing the followup the message will be already displayed, which can be modified as desired, as you may want to change it depending on the lead / client.


Manage Leads

Through the CRM->Manage Leads menu you can easily manage all existing leads, search through them, manually add a single lead, and also import a CSV file for leads. For all intents and purposes, this menu should be quite straight forward, without any explanation necessary. When importing leads, the format the CSV must be in is provided within the "Import" tab.


Pending Followups

The CRM->Pending Followups menu is only applicable if you have actions within your campaigns to schedule manual followups. For example, you may want to follow up on clients 7 days after registering, and may want to manually process them instead, since each client is different. This menu displays all the follow ups that have been scheduled, and you may manage and process any follow up by clicking on the desired table row.