If you’re a user of the popular Highrise CRM, you can now use CakeMail to contact your customers, deals and leads via a new and exclusive Import Contact module.
Email is crucial to facilitating dialogue with your client base, and fundamental to your company’s CRM strategy. The Highrise + CakeMail integration allows you to quickly and easily import your existing Highrise contacts into your CakeMail subscriber lists – allowing you to send targeted, highly-personalized HTML or text emails to your leads and/or customers. Use CakeMail’s comprehensive reporting tools to track who opened, clicked or forwarded, who unsubscribed, and much more. Plus, by activating our new CakeMail and Google Analytics module, you can even track what your customers do on-site after receiving your mailing.
To access this new feature, as the account administrator simply login to your account and activate the module under the Modules tab. To import your Highrise contacts, select ‘import from Highrise’ under your list import section. You’ll need to add your Highrise login credentials (site name and authentication token) and Voila – you can start sending mailings to your CRM contacts! This module is available free to all CakeMail and Highrise accounts.
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Hi – where is the Modules tab? I’m not seeing it in Highrise…thanks!
Taa
Comment by Taa Dixon — January 28, 2010 #
Hi Taa!
The Modules tab is in the CakeMail account, not the Highrise one.
Francois
Comment by admin — January 28, 2010 #
oh – I see! Thanks for the quick reply
Taa
Comment by Taa Dixon — January 28, 2010 #
Does the module support importing tags and the ability to segment customer lists based on those tags from HighRise?
Comment by Bryan Wilson — January 28, 2010 #
Awesome, its is great feature, thanks much for your work.
Comment by Hicham Souilmi — February 3, 2010 #
I don’t anticipate having to email my entire Highrise contact list very often. I’m interested to learn whether I need to segment contacts on the Highrise side or the Cake side.
Comment by alan jones — February 16, 2010 #
I can’t find the ‘import from highrise’ option you mention, could you be more specific as to how I find it. thx
Comment by stephen — May 12, 2010 #