I want to send marketing email and Whatsapp messages to all my customer, who can i configured the same in Sangam CRM?
2 Likes
Yes you can send Email, WhatsApp and SMS for marketing purpose from Sangam CRM.
Overview
Elevate your marketing efforts with SangamCRM’s Drift Marketing Campaigns. Seamlessly target your audience through WhatsApp, email, and SMS, delivering personalized messages at the perfect moment to drive engagement and conversions.
With our advanced features, you can:
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Run test campaigns to preview how your content will appear to customers before going live.
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Apply multiple tags to a single campaign, enabling you to target various customer categories simultaneously.
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Preview templates while crafting new campaigns, allowing you to review and refine your content before sending it to your audience.
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Leverage data visualization to assess campaign performance even before launch, helping you make informed decisions and optimize your strategy.
Experience the power of targeted marketing with SangamCRM and maximize your campaign’s impact.
Basic Campaign Flow
Steps to create a campaign
Step 1: Search for “Campaign” in the menu and click on Create button
The record create/edit view of the campaign is segmented into four steps:
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Campaign Details
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Target Audience
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Templates
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Overview.
Step 2: Give Subject to the campaign and fll the other required details
Step 3: Select the tag from the list to target your audience.
Step 4: In the next step, you need to choose and customize templates that best ft your specifc use case.
Analyze the campaign before launch to determine the exact number of recipients who will receive it. (for both phone numbers and email address)
Note: Save the current campaign as a draft to edit later; once it is live, it cannot be drafted.
Want to test your campaign before launching it?
Rest assured, we have everything covered.
4 Likes
Do we need sendgrid subscription for sending email campaigns from SangamCRM?
Without that is it possible?
Sir, the other alternative is SMTP, where you don’t have to pay for a certain limit. You can run small-scale campaigns with SMTP.
Please refer to the link below for the setup instructions: [Insert Link Here] 
Let us know if you need any assistance.
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Will be using Sangam CRM to send marketing emails to existing contacts hence need few inputs :
- Heard that Sangam CRM is not suggested for sending marketing emails. Is this applicable to existing contacts also ? Can I get some more light on this ?
- Can everyone share their experience + best practices for sending marketing emails via Sangam CRM ? Do mention which SMTP did you use.
- Can you share a detailed comparison between choosing the paid Google Workspace SMTP vs sendgrid vs mail chimp for above use case ?
- Is there any way to have email analytics and other sendgrid / mail chimp features in the paid Google Workspace SMTP using some add-on or workarounds ?
- Need video recording of the webinar [AI-Powered Email Marketing with Mailchimp]