Email Series and Drip Campaigns

Jen Newmeyer 2

I've been learning a lot about series emails (or drip campaigns) and have been excited to launch something in Luminate Online. Ideally, users would express their interest in a topic (most likely through a survey that would add them to a group) and then receive a series of 3 or 4 emails that would be set up to send automatically, say every Tuesday for 3 or 4 weeks.


However, in researching how to do this, I don't think that Luminate has this kind of marketing automation. I found this flyer on Blackbaud Enterprise Marketing that mentions these kinds of features: https://www.blackbaud.com/files/resources/10909_ECBU_Marketing_infographic.pdf


Has anyone found a workaround for this kind of campaign? We already have a welcome series set up but this kind of campaign would not be launched off of constituent creation date.


 

Brian Mucha

Jen Newmeyer:

I've been learning a lot about series emails (or drip campaigns) and have been excited to launch something in Luminate Online. Ideally, users would express their interest in a topic (most likely through a survey that would add them to a group) and then receive a series of 3 or 4 emails that would be set up to send automatically, say every Tuesday for 3 or 4 weeks.


However, in researching how to do this, I don't think that Luminate has this kind of marketing automation. I found this flyer on Blackbaud Enterprise Marketing that mentions these kinds of features: https://www.blackbaud.com/files/resources/10909_ECBU_Marketing_infographic.pdf


Has anyone found a workaround for this kind of campaign? We already have a welcome series set up but this kind of campaign would not be launched off of constituent creation date.


 

What if the survey added a date to a custom date field on the cons record? You should be able to key off of that.

Jen Newmeyer 2

Hi Brian,


That would be a perfect solution! Do you know how to make that work? I don't see any option to populate a field in the cons record with a timestamp.


Also would have to be sure that a query could be built to pull from that field to trigger the series. Didn't see any options like that in query.

Brian Mucha

In QueryBuilder, you can access the custom fields under 'Additional information'. You have to turn them on and define them first in Setup > Database Config.


On your sign-up survey you'll need to add a (hidden) date field that updates the custom field on the cons record. Getting the current date into that field to begin with depends on how you are making the form. Is this a normal stock survey? You might use Javascript in a caption or on the wrapper to populate that field. A scraped survey or API based form served from PageBuilder could use an S9 Tag to set the input's value.


You'll need to research the date format the custom date field would be expecting, I don't know that off top of my head.

Jeremy Reynolds

Sorry to create a zombie thread, but someone pointed out to me what might be an easier way to do this.


LO captures a record creation timestamp that can be queried off of. You could do that, set a min/max range, and then use a source code or interaction to filter out anyone who didn't come through your form.

Brian Mucha

Jeremy: Sure, that's how a normal welcome series usually works. But unless I misunderstood, the original question was not necessarily referencing only new constituents. So how do you do the same thing, but with an existing constituent that completes the survey?