Marketing

Marketing - Overview
Details: Evosus Marketing manages Leads using two marketing phases, using automated Campaign Streams, and provides for Marketing List Generation. This guide includes:  - Lead Acquisition: shown in light orange (steps A, B, C) is the process of acquiring new Leads outside of Evosus.  - Lead Conversion: shown in dark orange (steps D, E, F, G) ...
Marketing Interest - Overview
Details: Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbecues comes into your store, add the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase. The system tracks when a c...
Lead Acquisition
Introduction The start of the acquisition process is typically the selection of a Creative designed to both attract potential customer attention in a given customer Interest(s). The end of the Lead Acquisition phase is when a Lead is added to your database via import from a purchased customer list, outside CRM (Customer Rel...
Lead Conversion
Details: Lead Conversion is the process that converts a Lead into a Customer (D-F). It differs from the Lead Acquisition phase because it targets Leads already in your database. The phase ends when a sale is made (F). In our diagram above the Post-Sale Marketing and Warranty Work (G) is also included in this phase. This is largely because t...
Marketing List Generation
Details: Marketing List is a list of database records – specifically names and contact information. It might be Customers, it might be Leads, it might be Customers excluding or including given demographic or sales characteristics. It might be related to pre-sale or post-sale Campaign Streams. The list can be manifested as an Excel document, a ...
Discounts v. Sales Promotions V. Offers: Which should I choose?
Details: While all three can offer a price reduction, the respective advantages are: #1 Offers: are always associated to a given Marketing Campaign and afford viewing of ROI with a single report. #2 Discounts: offer sales staff flexibility on the fly – discounts do not have to be set up in advance. #3 Sales promotions: are applied equally a...
Connecting Evosus Marketing to Email
Details: In order to use Outlook email seamlessly with Evosus Marketing, there are a few more setup tasks to consider. There are two ways to send an email with Evosus Marketing: #1 Sending an HTML Auto-Email from Evosus (keep reading) #2 Pulling a Marketing List inside Evosus and sending it out manually through Outlook - separate from Evosus...
HTML File Does Not Display in Creative
Issue: You created an Auto-email creative, and attached your HTML file, but it will not display, and you receive the message "This program cannot display the webpage" Resolution:  Your HTML document could be right, but the HTML body might not display correctly in a creative because it does not support some of the new HTML techni...
Item Discount Groups
Related Video Content: In this video you’ll learn how to setup and manage Item Discount Groups and how this feature can be used to implement your pricing strategy.
Dealing With Lost Leads
Details: Sometimes leads don't purchase product at your store. When that happens, you need to decide what to do with the lead. Do you want them to stay as a lead in the application, or convert them to a customer?  Either way, you need to know how to manage lost leads in Evosus. If you want the status to remain as a Lead  This option ...
Marketing Creatives - Auto Email > Test Button
Details: Use the Test button on the Auto Email tab of the Marketing Creative screen to test the token replacement in the body of the creative (Administration > Marketing > Creatives).   - This button does not create a test email. Merge Tokens Add any of the following tokens to your HTML document: %SALESPERSON% %PURCHASEDATE% %ST...
More Complete Marketing Guide
Attached you will find The More Complete Marketing Guide: