Salsa's Email Automation Tools - Part 1 of 2

Streaming Emails, Autotriggers and Groups:Ongoing Engagement, Welcome Messages, and Instant Thank Yous PART 1 of 2 Akash Jayaprakash Learning & Training Associate Salsa Labs

LEARNING OBJECTIVESI. Definitions: What do these do? What’s the difference between them?II. Streaming Emails: Creation and OptionsIII. Sample Workflows

WHAT’S NOT ON THE MENU TODAYI. How to create/edit an email templateII. How to create/edit a signup pageIII. How to run a supporter query (e.g., who’s in what group)IV. Advanced groups and tags management (“Track D”)V. Send conditions for triggers

DEFINITIONSAn undefined problem has an infinitenumber of solutions.– Robert A. Humphrey

• GroupsGroups • Subsets of supporters • Groups are folders, buckets, e- vs. Tags mail lists, topics, natureBig manila folders reservesvs. • Tags • Nearly any Salsa objectA rainbow of sticky notes (supporter, action, sign up) can be tagged • Tags are sticky • Tags are post-its, roles, small events and activities, or radio collars

• Uses templatesEmail blast • Uses queries to segmentA mass email sent to some orall of your supporters or target your list • Can be scheduled in advance but always requires user input to send • Robust data analysis: opens, clicks, etc.

• Can use HTML (but doesn’t have Autotrigger to) but not templates • No stats: only records timestampAn automated email sent toan individual (supporter or • Does not require human input tostaff) once simple conditions send (after initial setup)have been met. Does notreport stats! System only • Comes in 3 ambiguously-namedrecords whether it was sent types:to a supporter. • Reply email (autoresponse) • Individual email (staff notification) • Timed trigger (delayed autoresponse)

Streaming • Interface and templatesEmail similar to regular email blastAn automated series of • Reports statistics includeemails sent to an individual sent, opened, clicked(supporter or staff) oncesimple conditions have been • Comes in 3 flavors:met. • Reply email • Individual email • Timed trigger

• Interface and templatesJoin Trigger similar to regular email blastAn automated email (can be • Send timed triggers, but notstreaming or not) sent to reply emailssupporters who join a newgroup through action or • Only goes to new memberssignup (but not imports orqueries). of a group added through a linked action or signup • Existing members: no • Members added by query: no • Members added by import: no • Members added by single manual address entry: yes

Remember, withjoin triggers: GREED is good! Use Greedy Smart Groups

Keeping itstraight

Salsa Training – training@salsalabs.comSalsa Support – support@salsalabs.com

http://www.salsalabs.com	253
https://www.salsalabs.com	10

Salsa's Email Automation Tools - Part 1 of 2

by Salsa Labs on Jul 16, 2012

Accessibility

Categories

Upload Details

Usage Rights

2 Embeds 263

Statistics

Salsa’s Email Automation Tools - Part 1 of 2 Presentation Transcript