Dedicated Campaign Management: St. Trinity's Path to Zoho Success

About St Trinity Property Group

St Trinity Property Group is a full-service project marketing & sales agency connecting project developers to property buyers.

The group has collectively delivered new property sales with a 100% clearance rate across Direct Project Marketing, Wealth, and Channels divisions. With over 15 years of market experience and insights to support clients in enhancing project success, they are a dominant force in the Australian real estate and property market.

The challenge

St Trinity had been managing their campaigns internally. However, with their in-house campaign manager going on a sabbatical, they started looking for an offshore agency partner to help them with a temp hiring and managed arrangement.

They needed an experienced campaign manager who would understand their brand guidelines, adopt their processes, and get started as quickly as possible. The temporary resource was expected to have a dedicated approach, manage their campaigns flawlessly, set up complex automation, and above all, be an expert in the Zoho CRM.

How Mavlers delivered value

When St Trinity approached Mavlers, we first gathered their exact requirement over a discovery call. After understanding the nature and scope of their requirement, we suggested they go with hiring a part-time campaign manager instead of a full time expert.

Here’s what the part-time campaign manager with expertise in Zoho (the CRM they had been using for email marketing) helped them with:

Flawless campaign management

In Zoho, Campaign Monitor, Klaviyo

Migration from Zoho MA1 to Zoho MA 2.0

Minimized downtime, made a friction-free shift

Getting down to the details

Campaign management in 3 ESPs/ CRMs - Zoho, Campaign Monitor, Klaviyo

The dedicated expert started the engagement, analyzing the performance of the past 3 months’ campaigns. A detailed analysis report covering campaign types, best-performing templates, sender name analysis, and CTA analysis was then sent to the client. Additionally, provided detailed suggestions on how to improve.
Reviewed the existing three types of templates and provided a detailed document outlining a new structure for the templates, recommending best practices for each section, along with design references.
Optimized the provided email campaign templates.
Configured automations, email campaigns, and SMS campaigns on Zoho MA 1, Campaign Monitor, and Klaviyo.
Tested each setup campaign on the Email on Acid platform.
Shared detailed reports on each campaign sent, along with monthly performance metrics.
Maintained weekly timesheets and shared them with the Trinity team periodically, as decided at kickoff.

A well designed and flawlessly coded email template goes a long way in establishing a brand’s recall value.

Here’s a peek into the templates created for St Trinity

Migration from Zoho MA 1 to Zoho MA 2.0

ESP migration is an intricate task. From diligently transferring data to replicating workflows in the new CRM to authenticating new domain- the hired campaign manager worked to make sure St Trinity can resume its course with the new CRM, uninterrupted.

Managed the export and import of lists, email templates, landing pages, forms etc
Segmented the lists on the new CRM.
Conducted database cleaning.
Streamlined the flow of the new system.
Set up new email campaigns and automation on Zoho MA 2.0.

“The entire process with them was great. They had an entire team to support us. They went outside of their scope of work sometimes to help us when needed. Extremely professional services.”

Anim Rahman- St Trinity

St Trinity’s journey with Mavlers

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Campaigns and
automation

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Campaigns and
automation

3

Campaigns

Above and beyond the scope of work

According to the defined scope of work, the campaign manager and the SME (Subject matter expert- the expert we appoint to ensure seamless communication and execution) were expected to focus on managing campaigns and migrating to a new ESP/ CRM. But here’s how the team went the extra mile:

St Trinity was contemplating migration from Zoho MA 1 but was not sure what platform would be the best-fit for their requirement. Our team explored alternative platforms and shared the detailed research findings to help them make an informed decision.

Upon the client's decision to migrate to Zoho MA 2.0, our team thoroughly explored the platform and shared our findings, serving as a reference for utilizing MA 2.0 effectively.

St Trinity needed assistance with email copywriting; we utilized another resource from our team to generate email content using chatgpt based on the provided brief.

We shared best practices for all tasks in the SOW for future reference.

We created a document outlining best practices for EDM and copywriting as well.

We utilized some design help from our team for creating a template they needed for an automation email.

The road ahead

Mavlers promises a smooth opt-out, and we live to this promise. While this arrangement was temporary and also the client was looking for more cost-effective options for this campaign manager role, we ensured a smooth exit process. We even provided them with all the necessary documentation on requested automation, outlining the setup process and design of each email so it would be easy for them to get the job done with the new arrangement they choose.

Hiring a dedicated campaign manager with Zoho expertise to getting support beyond the scope of work - St Trinity’s seamless journey with Mavlers