Automated Email Campaign

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We are looking to launch an automated email campaign where a constituent would sign-up on a survey and then begin to receive a 12-day email series of communication, one each day for 12 days.

Is this something that Luminate Online supports? 

Does anyone have insight or advice for this type of campaign?


 
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  • Doing it for 12 days could get complicated, but here's how LO handles this sort of thing. 


    Welcome Series work the same way.


    Create a query that populates a group based on the SYSTEM CREATION TIME. (System Creation Time falls on or before 1 day or days prior to today) That is your send to group.


    Then you will create a recurring email then sends every Monday to the above group. That's email number one. They will receive it once on the first Monday after they are added to the group. In LO you will never receive the same message more than once, so they never get this one again regardless of their membership in the above group.


    Now create your next email and send every Tuesday, and so on.


    The obvious shortcomings are that the series won't begin until the first Monday, and I can't think of a way to do more than 7 - one on each day of the week.


    EDIT: if you wanted every Monday for 12 weeks you could do that. It just means they all send on Monday (or whenever), but each version goes to a different group. One query is set for 1 day prior, the next for 8 days prior, etc.


    MORE EDIT: And after writing that the answer seems clear to handling 12 days in a row. The first week's set (monday-sunday) delivers to one group built with the 1 day prior query, and the second week set delivers to another group build with 8 days prior, and so on. Easy!
  • Brian,

    Thank you for your insight and guidance. I am not feeling equipped enough to call it easy, but I am going to attempt this!


    Danita




    Brian Mucha
    :

    Doing it for 12 days could get complicated, but here's how LO handles this sort of thing. 


    Welcome Series work the same way.


    Create a query that populates a group based on the SYSTEM CREATION TIME. (System Creation Time falls on or before 1 day or days prior to today) That is your send to group.


    Then you will create a recurring email then sends every Monday to the above group. That's email number one. They will receive it once on the first Monday after they are added to the group. In LO you will never receive the same message more than once, so they never get this one again regardless of their membership in the above group.


    Now create your next email and send every Tuesday, and so on.


    The obvious shortcomings are that the series won't begin until the first Monday, and I can't think of a way to do more than 7 - one on each day of the week.


    EDIT: if you wanted every Monday for 12 weeks you could do that. It just means they all send on Monday (or whenever), but each version goes to a different group. One query is set for 1 day prior, the next for 8 days prior, etc.


    MORE EDIT: And after writing that the answer seems clear to handling 12 days in a row. The first week's set (monday-sunday) delivers to one group built with the 1 day prior query, and the second week set delivers to another group build with 8 days prior, and so on. Easy!

     

  • There's several parts to this, so it sounds complicated. But if you take it in pieces, each step isn't super difficult.


    I'd start with the query based groups. Like maybe three days worth so you can track a test user through the groups. Query is super handy, so this effort will pay off later too. Remember they just need to appear on the right day, the user doesn't need to fall back out of the group on the following day. They can really just stay in there forever, since a repeating email will never send to the same constituent more than once.


    Then setting up a recurring email. One thing we learned there is that it's handy to have the content of the email in a reusable Pagebuilder page. That way you don't have to disrupt deliveries to tweak content.


    Do you use interests for your email? If so you might set up an interest for this series, and use the opt-out group as a do not send group. That way the readers have a way to bail on the series without unsubscribing all together.


    Good Luck!


    EDIT: Once you have this working you can use the concept elsewhere too. I've heard of those with a sustainer donation program using this query/recurring email idea to send an email to donors who's credit card is about to expire. Or how about a birthday email? Or you could set up a gamification/recognition thing based on lifetime giving. Any constituent data you find in query can be the basis for a notification, and that even includes custom fields on your cons records. 


    The query groups can also be used to trigger conditional content or even access to secured pages. So that lifetime giving idea could also conditionally show a recognition badge on your monthly newsletter.

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