Tutorial-Automated Email Campaigns


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Step-by-step instructions:

Setting up Automated Email Campaigns:

Two ways to set up Automated Email Campaigns:

  • Traditional Drip Campaign:
    • Campaign is Active
    • Pick date and time for the campaign to run
    • Under start type:
      • Have it run on a particular day or date
      • In this case, choose Product Purchase (When someone donates money or purchases a product, that sets off the email campaign)

Move to the emails tab (this shows emails set up to run) 

  • The initial email is set off by an action (donation or product purchase)
  • Choose the number of days after that action to follow up with an email
  • In this example the email goes out immediately, so choose 0 days after start
  • The Distribution list chooses who the email goes to
  • There is an email template showing the actual email the user will see when the personal information from the database is added

 Once past the first email, more follow up emails can be set up

In this example, an ebook was sent after the first action and then follow up emails were sent asking questions like: 

  • Did you receive the ebook?
  • Have you had a chance to look at it?
  • Would you like to donate more money to the candidate?
  • Would you like to know more about other issues in the candidate’s platform?
  • etc..

Second type of campaign; In this case it’s a volunteer set up:

  • Not Traditional Drip Campaign (in this case, someone has signed up to volunteer on a particular day)
  • Initial email goes out as soon as someone signs up
  • After that, emails should be sent based on when they signed up to volunteer
    •  Email can be set to go out a week before the volunteer day as a reminder
    • Another email can go out on the morning of the volunteer day as a reminder and including tips for volunteering

There are multiple ways to run these campaigns, and they can be personalized based on the actual user’s take.

For example, if we tag them as someone who has signed up from the Dallas area, we can then follow up only with people from Dallas who read the email, who didn’t read the email, etc.

You can make these emails contingent on things like:

  • Day or date
  • On what type of donation that they gave
  • On how they volunteered
  • On whether they didn’t read the original email (that subject line may not have made sense to them or it may not have been interesting to them)

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