Email and Marketing - Quantim

Email and Marketing

Campaigns that already know who your clients are

The reason marketing email goes stale in a practice is the export: somebody pulls a list out of the client system, loads it somewhere else, and from that moment the two drift apart. Quantim sends from the contacts you already hold, and files what comes back against the client it came from.

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The screens

Campaigns, lists, templates and the inbox

Four screens: what you have sent and how it did, who you send to, what it looks like, and where the replies land.

Campaigns

Everything you have sent, with the numbers against it. Opens, clicks and unsubscribes per campaign, and the headline rates across all of them.

  • Open rate, click rate and total recipients at the top
  • Per campaign: recipients, when it went, opens, clicks, unsubscribes
  • Status on every one: draft, scheduled, sent or suspended
  • A/B test a subject line and see which one carried

Contact lists

Lists grouped into folders, built from the contacts already on your client records rather than from a spreadsheet somebody keeps on a laptop.

  • Your own lists, your CRM contacts, and the provider's, in one place
  • Folders, because a practice ends up with more lists than it expects
  • A do not send list that is honoured on every campaign
  • Add a contact to a list without leaving the screen

Templates

Your own templates, or the ones held by whichever sending provider you use. A campaign picks one; the practice does not rebuild a layout each time.

  • Custom templates uploaded and kept in Quantim
  • Or the templates already in your provider account
  • Chosen per campaign, and per email configuration
  • So the newsletter looks the same whoever sends it

Email hub

A mailbox inside the system, so correspondence about a client is filed against that client rather than sitting in one person's Outlook.

  • Inbox, sent, starred and shared with me, alongside your own folders
  • Filter by contact, so you see one client's whole thread
  • Unfiled is the queue: mail nobody has attached to anything yet
  • Push an attachment through to your SharePoint library from the message
A closer look

Reading a campaign

Four numbers per campaign, and the fourth is the one most practices look at last. Pick a numbered point.

Four points on this screen.

    Work it out

    What a campaign is worth sending

    A newsletter is only worth the enquiries it starts. Set your own numbers.

    Deliberately stops at enquiries. What an enquiry is worth depends on your win rate and fee, which is the calculator on the CRM page.

    People who click, per send

    Enquiries that might come from it

    Across a quarterly newsletter, over a year

    An illustration from the figures you entered, not a measured result. Small lists of the right people beat large lists of the wrong ones.

    The rest of the module

    Sending, suppression and the inbox

    The parts that decide whether any of it arrives.

    Quantim does not run its own mail servers for your campaigns. You connect the sending account you already have, or a plain SMTP host, with the sender address, port and security you choose.

    That matters for deliverability: mail goes out under your domain and your sending reputation, not a shared one, and the configuration sits with the practice rather than with us.

    A suppression list is honoured on every campaign, which is both the courteous answer and the lawful one. Somebody who has unsubscribed, or who is mid conversation and should not get a mailshot, goes on it once.

    Because the lists are built from your client records rather than from an export, a suppression does not quietly stop applying the next time somebody rebuilds a spreadsheet.

    Contacts come from the CRM, so a change of address or a contact leaving a firm is made once, in the client record, and the lists follow.

    The alternative, which most practices are living with, is an export that was accurate on the day it was taken and has been decaying ever since.

    In the email hub, filed against the client or the job, and visible to colleagues rather than sitting in one person's mailbox until they go on leave.

    Unfiled is deliberately a visible queue: mail that has arrived and not yet been attached to anything, which is the state most correspondence is permanently in elsewhere.

    A calling tab sits beside campaigns, because the follow up to a campaign is usually a phone call to the handful of people who clicked.

    Keeping it in the same place as the list and the result is the difference between a campaign and a sequence of unconnected activities.

    See it with your own contacts in it

    A free trial takes a few minutes to set up, and no card. Or let us walk you through it against the way your practice actually keeps in touch.

    Start a free trial Book a demo