Create an update preferences button in Sendinblue

Create an Update Preferences button on your Sendinblue emails, add the following link:

https://xxx.actiscrm.com/Public/EPermissions.aspx?ID={{ contact.CUSTOMER_ID}}

Where xxx.actiscrm.com is the URL for your company’s actisCRM system.

Depending on your system set-up, and whether you already have a database of email addresses, the same link can be used to request that customers set their preferences in actisCRM.

Email contact searches

All Sendinblue marketing communications are recorded as customer contacts with the type: Marketing Event.

The marketing event type can be used as a search criteria in both reports and in Data Explorer.

  1. Open Data Explorer
  2. Select the Contact entity and click the OK button to start the search with the Contacts that you have access to
  3. In the Categorisation or All section select the next search: Type
  4. Select the search criteria from the options available: Marketing Email
  5. Click the OK button to carry out the search
  6. Click the total number to view the resulting contact list
DX Marketing event contact search

Add more criteria from the All section to refine your search further:

Notes: This will be the tag you added when you set-up the mailing in Sendinblue

Date Range: Specify the date on which the mailing was sent. This can be an exact date or a from-to date range

Customer email contacts

All email contacts sent via Sendinblue will be linked to their respective customer records in actisCRM.

Open the customer record

Navigate to the History page

Sendinblue history

Contacts sent via Sendinblue will be listed with the contact type: Marketing Email

Create a Sendinblue marketing mailing list

Your actisCRM service must be configured to integrate with the Sendinblue digital marketing platform. The level of integration available depends on the Sendinblue subscription level that your organisation has chosen.

The easiest way to create a segmented and targeted mailing list is in Data Explorer using the various searches and filters provided.

Think about the Channel Preference filters you need to use, i.e. if your campaign is by email, then you’ll need to ensure your list contains only customers that have selected this an an option and have provided an email address.
Similarly if your marketing message is to be sent by SMS, then your list will need to contain customers that have provided a mobile phone number.

Open the result list and change to Customer – Channel Preferences view

Channel Preferences List

When you’re happy with your resulting list, click the Add all to Sendinblue List action

OR

Click or Ctrl+click to highlight customer name(s) and click the Add to Sendinblue List action to add the selected customers only.

Add to Sendinblue Actions

The Sendinblue Customers Management box will open

Either select a folder from the list that appears, or click in the Enter new folder name box to create a new folder. Click the + button to add the new folder to the list.

Important: Folders are a way of grouping your mailing lists together for a specific reason, i.e. you might cover several therapy areas, so you could have a folder for each.

Now select the mailing list you wish to add the users to from the list that appears, or click in the Enter new mailing list name field to create a new mailing list.

Click the + button to add the new folder to the list.

Sendinblue screen

Once you’re happy with the folder and mailing list selection, click the OK button to transfer the list to Sendinblue.

Use all of the features included within your Sendinblue subscription to create and send your message.

All messages sent via Sendinblue will be recorded against the customer record in actisCRM.

Campaign management

Campaign management is the planning, tracking, analysis and execution of a marketing initiative

actisCRM integrates with Sendinblue complete e-marketing suite to enable you to send bulk communications by email or SMS to your customers.

Regular synchronisation between Sendinblue and actisCRM ensures emails sent in this way are recorded as contacts and can be followed-up and analysed in actisCRM using all the usual reporting methods.

Sendinblue Synchronisation

The result – increased compliance, reduced data entry requirements, greater efficiencies resulting from fewer manual interactions with data, enhanced reporting and a more complete understanding of the bigger picture across your organisation.