An Automated Email and SMS Campaigning Solution for a Leading Insurance Provider Based in US
About
The client is a trusted insurance service provider in the US region and running Marketing campaigns for the same, however in a manual fashion. Hence an automated solution was needed to accomplish the required push in current processes.
Project Highlights
The client’s prime objective was to blend its business processes with automation and scale up its marketing campaigns. The Brainvire team, with its innovative working style, rolled out a CRM-based SMS and Email campaigning solution. Also, the system framework was developed in such a manner that it would automatically generate reports based on the end-customer’s responses towards the campaigns.
The Challenges
- Option to Select Either ‘SMS’ or ‘Email’ mode, or BothThe client can get in touch with the customer either through SMS or emails, or in some cases by both the means of communication as per the requirements.
- Integration of Pulse SMS APIThe customer needed to have the sms service of a third party SMS provider - Pulse. The toughest part was to integrate the PULSE API with our CRM as PULSE has its own mobile app that sends sms via carrier companies available. Hence, integrating their API with our CRM product was tricky.
- Dynamic Template Creation According to Choice of LeadsIt was the major challenge in this project as the layout and style formats differ for an email and SMS texts.
- Scheduling of CampaignsThe Biggest challenge was campaign scheduling. Customers run multiple campaigns in a day and chances are high that two campaigns can cross over for scheduled times and hence create a deadlock.
Tech Stack
jQuery
MailChimp
SugarCRM
PHP
Result
Setup and Use Recurring Target list
Client was able to setup different target lists according to different parameters such as location, age group of targets and then repeatedly use these lists in multiple campaigns.Smooth Campaigning
Multiple campaigns can be scheduled when needed, avoid any cross-over automatically and hence streamlining the entire process.Understanding Customers’ Mind-set
The generated reports gave deeper insights of customer’s response frequency on sms and emails. The powerful tracker URL system captures each time the campaign was viewed, providing the website URL clicked. Even if someone opted out the activity, it will be recorded in the CRM and further follow-up for the target can be done with new strategies.Boost in Leads
Successful campaigns will result in a database of leads that can be potential clients who can generate tremendous business in the future.
