I am looking for a developer with PHP MySQL skills as well as experience with both Zoho CRM API and Amazon SES.
I use Zoho CRM as my CRM platform. I have been looking for an integrated solution to perform email marketing (newsletters, personalized messages, email promotions, etc.) to our CRM leads and contacts but we have been unable to find an ideal solution. At this stage, I want to have something custom built.
I Have broken down the system below with regards to the way and order in which I believe it needs to be built.
1- Build Email Recipient Lists from Zoho:
We use Zoho CRM in which we have leads, contacts, accounts and numbering for a total of about 40,000 records. Up to 100,000 planned this year.
a- We want to create email lists filtered from Lead records in Zoho CRM. The filtering of the leads may be based on things like Zoho create date, modified date, or any string value with operators like "equal to", "contained in", "before" or "after" etc. for any of our lead fields. The lists shall be stored in a separate MySQL database and should be viewable and editable. c- These list should at least contain the first name, last name, email address, and URL of the lead. The recipient lists shall be cross-referable with the leads records from Zoho later.
b- In some cases we might want to create several recipient records from a single lead record (one name but multiple emails, email 1, email 2 fields in Zoho CRM with same first/last name and URL).
2- Send Mass Personalized Emails Through Amazon SES:
a- Create HTML or Text Email Templates and Save them online for later use.
b- The email messages must be personalizable (call data from any fields in the recipient lists for insertion in message body or subject field) and allow a single file attachment (pdf).
c- It is possible to specify the sender's name and email address.
d- When sending a message, one can chunk a recipient list in smaller sections (ex: groups of no more than 500). If sending to the first 500, it is easy to come back a day later or at another time and continue sending to another X number of recipients with no risk or re-sending to the same recipients.
a- unsubscribe/opt-out requests need to be recorded simultaneously in Zoho through API (if possible) and in the recipient lists stored in this system.
a- The sending of the messages for a campaign will be schedulable such that: you can send to all 40,000 but in chunks of 1,000 per week for instance over the next 40 weeks on Tuesdays 7AM EST starting at date X.
b- Once a schedule of send tasks has been created it is important to be able to pause it and re-start it. Also while send tasks are still scheduled, any mass deletion of records scheduled shall generate a warning that recipients are scheduled to receive emails.
5- Feedback Loop
a- We would then like to track:
which recipients have been emailed?
We also would like to be able to add to Zoho the date and ID or content of the last message to any lead inside Zoho CRM.
6- Deduplication and Data Cleansing
a- We may need some advanced deduplication also on the lists and on Zoho CRM records.
b- other ideas for data cleansing or enrichment welcome.
11 freelancers are bidding on average $2327 for this job
Hi Greetings!! We are 9001:2008 ISO certified company . Have read your project and found it very interesting. We are ready to work on it. For further information see PM