Segment guests for targeted campaigns¶

Use CRM views and email campaigns in 3Common to target specific guest segments and send tailored messages.

Quick steps¶

1. Open CRM from the 3Common host dashboard.
2. Create a new saved view for your target audience.
3. Add filters so the view only includes the guests you care about.
4. Export the segment and start an email to those contacts.
5. Write and preview your campaign email.
6. Send the campaign and confirm it appears in Email Marketing.
7. Return to CRM to add any extra columns and refine your view over time.

When you are done, you will have a reusable audience segment and a sent email campaign you can measure.

Step-by-step walkthrough¶

1. Open CRM from the host dashboard¶

1. Go to host.3common.com.
2. Click CRM to open your guest database.

2. Open the views menu¶

1. Click the views dropdown to see available views.

3. Create a new audience view¶

1. Click the View Name field.
2. Type a clear name such as Rock concert audience.
3. Click Create to save the new view.

4. Add filters to define your audience¶

Configure filters so this view only includes the guests you care about.

1. Click Rock concert audience to open the new view.
2. Click Filter.
3. Choose the filter operator (for example is any of, is none of).
4. Choose relevant events such as High Tide Comedy Festival and Aurora Music Festival.
5. Apply the filter.
6. Add another filter rule:
   • Click Add filter then Add filter rule.
   • Choose the Email property.
   • Choose is not empty so only contacts with an email are included.
   • Apply the filter.
7. Adjust sorting if needed so names are easy to scan.

5. Export the segment and start an email¶

Once your audience looks correct:

1. Use the export option for the view.
2. Choose Email [X] contacts to start an email to that segment.

6. Address and draft your email¶

3Common will open an email composer targeting that segment.

1. Confirm or update the From address.
2. Enter an engaging subject line, for example: Our new rock concerts are releasing soon! Stay tuned.
3. In the body, write a message tailored to this audience.
4. Use formatting, links, and any brand elements you need.
5. Preview the email before sending.

7. Send the campaign¶

1. When you are happy with the preview, send the campaign to your segment.

8. Confirm the campaign in Email Marketing¶

1. Go to Email Marketing.
2. Open the Sent tab.
3. Open your campaign to confirm it was delivered.

9. Review metrics and refine your CRM view¶

1. In Email Marketing, open the Campaign Metrics for your email.
2. Return to CRM.
3. Open the Rock concert audience view.
4. Add any extra fields you want to track for this segment (for example, engagement, last campaign, or tags).
5. Fine-tune Filter, Sort, and Columns settings as needed and save the view.

Troubleshooting¶