Here’s how to launch an email marketing and CRM program with JossyMall funnels

It’s a six months, open source marketing automation system. And it features full email sending, lead generation and nurturing, CRM (Customer Relationship Management) and prospect tracking functions. It hosts your content so that it’s trackable, and includes dynamic content, full email personalization, and exit intent pop-up forms (focus items) for your website.
No one can deny the power of marketing automation – it saves marketers time while simultaneously increasing engagement and revenue. Simply put, marketing automation is power! Especially when your emails are being sent by an out of the box powerful email sender known as thunder!

JossyMall Funnels marketing automation and CRM
In this article I’ll walk you through a quick guide on how to set up JossyMall Funnels, which can be used as a marketing automation plus customer relationship management (CRM) system. Also, it’s completely free for six months and you get an out of the box mailing system that truly works! (delivers 99% of your emails into inbox). Crazy huh?
This is why JossyMall Funnels, or some system similar to it, is a must-have for all solopreneurs and startups – or essentially anyone who is running or starting a business that is self-funded.
So how do you get up and running with JossyMall Funnels? That’s what I’m explaining here.
This article will show you an easy step-by-step way to go from nothing at all, to having a fully functional – and completely free – email marketing and CRM system. Hurray!!!

Step 1: Purchase A funnel at JossyMall funnels
To get started, you have to sign-up on the JossyMall website as a user. The website is an ecosystem of marketers and business posts. Let me warn you, you will also receive a whooping $2,000 signup bonus which you can withdraw when you’ve invite stipulated number of other marketers like you. (Read more in the affiliate section of the website). The website also forms the framework for your communications and relationship with the company on the short and long run.

After sign-up, you can proceed to purchasing your funnel. The option to do this is available in the menu. After purchase, you might need to wait for about 48 hours for us to completely set up your JossyMall funnel instance. Why is this so? It is because each funnel instance on jossymall has a separate codebase. This ensures that your service is not unnecessarily affected or interrupted by the mistakes of other users at any point in time such services include your crucial and vital email service. Separate code base also allow the JossyMall technical crew to be able to customize, fine tune and personalize the system for your exact need! When your funnel is up and running, the hardest part is done What would be left is fun!


Step 2: Create your marketing emails
Did I say fun? I meant SUPER fun! There are a million different approaches and strategies for setting up your marketing emails, and it all depends on your marketing goals, and really your own personal style.

Ask key questions
Here are some questions I ask myself when building an email marketing program:
Do I want to have very graphics-heavy templates with fancy colours and fonts, or do I want to keep it simple and have a “text-only” look?
Should the emails feel like they’re coming from a person, or an organization? (Coming from a person is better. To build a good relationship with your prospects, you need to give a face to your campaigns)
Do I want to sell products in these emails?
Are the emails designed to drive engagement and traffic on the website?
I am trying to develop partnerships with other websites and feature their content as well as mine?

Always ask yourself key questions when creating your emails. It is important that they have a clear purpose and goal.
Also, as a general rule, I am pretty much always going to use personalization in the emails in some way or another. This typically involves inserting tokens for the recipient’s name, but could also reference their geographic location, or any other relevant data you have collected in the forms on your site. (Don’t worry, we’ll go over JossyMall Funnels forms shortly.)

What you ultimately want at the end of this step is a sequence of emails that you plan to send in an automated fashion, spread out over a span of time. These emails will need to be created and saved as emails in JossyMall Funnels (under Channels in the main admin menu).

emails in JossyMall Funnels menu

Your emails will live under the Channels section of the main menu in JossyMall Funnels.
If you’re interested in creating very pro-looking emails from a wide variety of templates, you can have a chat with other users in the community or contact the JossyMall technical crew and they will guide you. You can however integrate mailchimp with your funnel if you are on the $60/month plan.
Make sure your emails have the following:
A compelling subject line
A clear call to action that supports the goals of your email campaign
An easy way to get in touch with your business
Value to your audience

Emails can go a lot of different directions. But these are the basics, and they are definitely a must-have part of any marketing/CRM program.

Step 3: Create a drip program in JossyMall Funnels using campaigns
This is the “marketing automation” part of your JossyMall Funnels setup – it’s what will automatically send people targeted emails that you specify, in time pre-set intervals. Once this is setup, you don’t have to do a thing, and your prospects will still get your marketing emails.
To do this, you’ll need to create a campaign in JossyMall Funnels.
Once you’ve launched the campaign builder, the key step will be to include the segment of the email campaign as your campaign source.

Drip program in JossyMall Funnels

JossyMall Funnels campaigns are where you setup your drip email marketing programs.
So as part of your JossyMall Funnels setup make sure you create a segment by going to Segments in the main admin menu and creating one.
Name your segments after your email campaign. For example, if your email campaign is a basic content marketing drip campaign, call it “drip subscribers”. Or, if your email campaign is to follow up on a request for a proposal, you can call it “proposal follow up”.
Once the segment is created, then go ahead and add it as the source of the campaign in JossyMall Funnels.

JossyMall Funnels campaign contact source

The campaign in JossyMall Funnels will ask you to specify a contact source, which in the case of our example will be a segment.
Now you can create your campaign “Actions” in JossyMall Funnels, in which you select to send one of your emails at a given period of time.

Step 4: Create you email signup form and install on your website
Creating a form in JossyMall Funnels is pretty simple. You just go to Components in the main admin menu and create one.

The most pivotal factor here will be which fields to include. As a general rule, the fewer fields you have on your form, the more signups you’ll get. People see a lot of fields to enter and abandon at a higher rate. Basically, you want your form to be very easy to complete.
JossyMall Funnels forms should be easy
Completing a form on your website should be very easy. Easier = more leads.
If you are creating a newsletter, I highly recommend just having the email field in your form. This will result in maximum conversions.
On the other hand, if your form is for requesting a quote or demo, or some other more sales-oriented reason, then you’ll likely want to include other fields to qualify the lead.
It’s all up to you and based on what you’re trying to accomplish in your email campaign and form.

Here’s a critical point on setting up forms:

Make sure you update the segment under the Actions of the form in JossyMall Funnels. Once the segment is created (which was discussed in the last step), then go ahead and add it under the Actions settings of the form in JossyMall Funnels.

JossyMall Funnels form modify segment

Make sure you add an action to modify the contact’s segment in your form in JossyMall Funnels.
This will be important because this is going to be the source for the campaign in JossyMall Funnels that will place people who fill out the form on a drip campaign, sending them the emails automatically on a regular basis.

Add your form to your website
This is obviously a key piece to the marketing and CRM machine. You need to be feeding people into your database, and the most common source for this will likely be your website.
So you’ll need to grab the form you created in JossyMall Funnels and embed it into your website. Your leads will go to your website, complete the form, then be entered into your JossyMall Funnels contact database and receive your emails.

(Starting to come together…Pretty cool huh!?! :))

To do this, you need to get the form’s embed code from the “Form HTML” section of the form in JossyMall Funnels. JossyMall Funnels recommends the javascript; I’m not sure why, so I would use whatever appears to work best on your website.

JossyMall Funnels form html

In the form screen in JossyMall Funnels, you just need to copy the html embed code and embed it on your website to collect leads.
What you need to do is copy this code into the code of your website. I highly recommend using WordPress because it is powerful, user-friendly and free. If you have a WordPress site, you can paste the code into the main body of a post or page, or into a widget if you want it to go in the sidebar.
Another option is to use the form as a pop up. JossyMall Funnels is so cool that it allows you to set these up completely for free as well. To do this, you need to only creat a focus item also available in your JossyMall funnels.
Step 5: Use JossyMall Funnels as your CRM using Stages
A CRM lets you view all your contacts – both leads and converted customers. It also gives you views of your contacts showing how many and who are in each stage of your sales cycle. JossyMall Funnels does both of these things, so many people use JossyMall Funnels as their CRM.
Stages are created in the JossyMall Funnels admin menu under the Stages section – pretty straight forward.
The idea here is to create stages based on each point of your sales cycle. For example, if someone is a brand new contact who just now subscribed to your newsletter, you would create a stage called “New”.
If someone has expressed interest by requesting a demo or pricing, you might create another stage called “Qualified”.

JossyMall Funnels stages for CRM

You can use stages in JossyMall Funnels to get a CRM-like view of where your contacts are at in the sales funnel.
And if someone has bought from you, or declined to buy from you, you might create a stage called “Closed – Won” and/or “Closed – Lost”.
You can have as many stages as you want. Whatever makes the most sense for your sales cycle.

Once you have your stages set up, you can update the stages of your contacts manually by going to the contact screen and editing them. OR you can also create a campaign in JossyMall Funnels and use the campaign Decisions and Actions to update the contacts’ stages.

change stage of contact in JossyMall Funnels via campaign
You can update the stage of contacts in JossyMall Funnels manually, or via campaigns, as shown here.
For example, you can change the stage of everyone who completes your Demo Request form to “Qualified”. Use the campaign Decision to check whether they’ve completed your form, and then use the campaign Action to update the contact’s stage to “Qualified”.

Also, you’re able to get a view of your contacts and which stage they are in using the Contacts menu option in the JossyMall Funnels admin. This gives a quick view of your contacts and includes a stage column.
Soooooo….. That’s it! Hopefully this has given you a solid headstart on setting up your marketing automation and CRM system using JossyMall Funnels. Thank you for reading this piece!

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