SlideShare a Scribd company logo
Michael Z. Daryabeygi
michael@ginkgostreet.com
@ginkgostreet ~ @ginkgoMZD
888-223-6609
Demystifying
Mass Emailing
with Free and Open Source
Software
#CiviCRM ~ #AMC2014 ~ #FOSSEmail
What to Expect
● Overview of Emailing
● Guidelines to Follow
● Examples with CiviCRM
● Workshop on Writing Strategic Emails
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
*
What is Mass Email?
A Broadcast Message
Delivered to Interested Parties
With a Call to Action
(NOT Un-Solicited SPAM)
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Examples
● Newsletters
● Events
● Donations
● Mobilization
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM *?
Key Components
● Targeted and Appropriate
● A Hook
● Clear Messaging
● Valuable Content
● Clear Call to Action
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
*
Infrastructure
● Templates/Design
● Collection/Sign-Up
● List Management
● Scheduling
● SMTP (Sending Server)
● Metrics
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
CiviCRM Project
CRM = Constituent Relationship Management
http://civicrm.org
FOSS = Free(dom) Open Source Software
“Alternative terms for Free Software” - Wikipedia
http://is.gd/fossterms
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
CiviCRM
● Open Source License
● Truly Customizable
● Real-world Feature Set
● Built for and by Organizers
● Community of Support
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
List Hygiene
● Get Opt-Ins
● Respect Opt-Outs (Don't SPAM!)
● An Opt-Out link is required by law
● Run regular dedupes of your list
● Allow for easy update of your
contact's interests
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Dedupe in CiviCRM
● Use integrated forms to avoid
duplicates in the first place
● Batch dedupe
● Manual Dedupe
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Dedupe in CiviCRM
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Sign-Ups
● Ask on your homepage
● Ask on an issue site/page
● Collect more info
● Keep a low barrier to participate
● Collect in-person sign-ups
● Avoid competing channels (fb/twt)
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Sign-Ups
● Wordpress Plugins
● Drupal Blocks
● Stand-alone pages
● Drupal Webform
● Gravity Forms (coming soon)
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Sign-Ups
● Wordpress Plugins
● Drupal Blocks
● Stand-alone pages
● Drupal Webform
● Gravity Forms (coming soon)
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Sign-Ups
● Wordpress Plugins
● Drupal Blocks
● Stand-alone pages
● Drupal Webform
● Gravity Forms (coming soon)
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
List Management
Create Groups explicitly, or
automatically with a saved
search.
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
List Management
TODO: Elaborate
Segmentation
A/B Testing
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Create a Mailing in CiviCRM
TODO: Elaborate
Create mailing
Review status
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Create a Mailing in CiviCRM
TODO: Elaborate
Create mailing
Review status
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Create a Mailing in CiviCRM
TODO: Elaborate
Create mailing
Review status
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Create a Mailing in CiviCRM
TODO: Elaborate
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Create a Mailing in CiviCRM
TODO: Elaborate
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Create a Mailing in CiviCRM
TODO: Elaborate
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Mailing Reports
Valuable Content
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Composition
Valuable Content
To be heard through the noise, provide value to
your audience. Respect their time and they will
reward you accordingly.
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Composition
~ Appropriate:
On Mission
Tailored to the Recipient
Consistent
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Content is King
Establish a reputation
Reward their attention
Personalized
Easy to Scan
Get them to click-through
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Composition
Template – Eye-Catching but simple
Device Compatible
Build your own
● zurb.com/ink
● https://www.campaignmonitor.com/resources/will
-it-work/
or use a tool
● Mail Chimp
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Call to Action
The one thing you want them to do should be
obvious.
● Donate
● Sign
● Fill out a form/survey
● Register to Participate
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
The Hook
Subject Line Tactics
●Urgent
●Informal
●To the Point
●Sensational
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Workshop
Form Groups
Newsletter, Event, Mobilization,
Donation
Create your Scenario
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Workshop
Exercise One
● Write a content outline.
● Write 5-10 One-sentence summations
of your message
● Create a Targeting (Segment) Strategy
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Workshop
Exercise Two
● What is your Call to Action?
● Write 5-10 One-Sentence Calls to
Action
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Workshop
Exercise 3
● Write at least 10 Subject Lines
Remember:
● Urgent
● Transparent
● Your Identity
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Workshop
Final Exercise
● Score components
● Select Top 3 Messages
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Come to DC!
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM
Thank You!
Come talk to me about Volunteer
Management!
Tweet me for a demo @ginkgoMZD
Session Resources and Demo Site:
Ginkgostreet.com/amc2014
Demystifying Mass Email with Free Software
#FOSSEMAIL #AMC2014 #CiviCRM

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AMC2014 Demystifying Mass Emailing with Free and Open Source Software

  • 1. Michael Z. Daryabeygi michael@ginkgostreet.com @ginkgostreet ~ @ginkgoMZD 888-223-6609 Demystifying Mass Emailing with Free and Open Source Software #CiviCRM ~ #AMC2014 ~ #FOSSEmail
  • 2. What to Expect ● Overview of Emailing ● Guidelines to Follow ● Examples with CiviCRM ● Workshop on Writing Strategic Emails Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM *
  • 3. What is Mass Email? A Broadcast Message Delivered to Interested Parties With a Call to Action (NOT Un-Solicited SPAM) Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 4. Examples ● Newsletters ● Events ● Donations ● Mobilization Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM *?
  • 5. Key Components ● Targeted and Appropriate ● A Hook ● Clear Messaging ● Valuable Content ● Clear Call to Action Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM *
  • 6. Infrastructure ● Templates/Design ● Collection/Sign-Up ● List Management ● Scheduling ● SMTP (Sending Server) ● Metrics Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 7. CiviCRM Project CRM = Constituent Relationship Management http://civicrm.org FOSS = Free(dom) Open Source Software “Alternative terms for Free Software” - Wikipedia http://is.gd/fossterms Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 8. CiviCRM ● Open Source License ● Truly Customizable ● Real-world Feature Set ● Built for and by Organizers ● Community of Support Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 9. List Hygiene ● Get Opt-Ins ● Respect Opt-Outs (Don't SPAM!) ● An Opt-Out link is required by law ● Run regular dedupes of your list ● Allow for easy update of your contact's interests Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 10. Dedupe in CiviCRM ● Use integrated forms to avoid duplicates in the first place ● Batch dedupe ● Manual Dedupe Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 11. Dedupe in CiviCRM Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 12. Sign-Ups ● Ask on your homepage ● Ask on an issue site/page ● Collect more info ● Keep a low barrier to participate ● Collect in-person sign-ups ● Avoid competing channels (fb/twt) Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 13. Sign-Ups ● Wordpress Plugins ● Drupal Blocks ● Stand-alone pages ● Drupal Webform ● Gravity Forms (coming soon) Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 14. Sign-Ups ● Wordpress Plugins ● Drupal Blocks ● Stand-alone pages ● Drupal Webform ● Gravity Forms (coming soon) Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 15. Sign-Ups ● Wordpress Plugins ● Drupal Blocks ● Stand-alone pages ● Drupal Webform ● Gravity Forms (coming soon) Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 16.
  • 17. List Management Create Groups explicitly, or automatically with a saved search. Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 18. List Management TODO: Elaborate Segmentation A/B Testing Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 19. Create a Mailing in CiviCRM TODO: Elaborate Create mailing Review status Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 20. Create a Mailing in CiviCRM TODO: Elaborate Create mailing Review status Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 21. Create a Mailing in CiviCRM TODO: Elaborate Create mailing Review status Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 22. Create a Mailing in CiviCRM TODO: Elaborate Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 23. Create a Mailing in CiviCRM TODO: Elaborate Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 24. Create a Mailing in CiviCRM TODO: Elaborate Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 25. Mailing Reports Valuable Content Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 26. Composition Valuable Content To be heard through the noise, provide value to your audience. Respect their time and they will reward you accordingly. Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 27. Composition ~ Appropriate: On Mission Tailored to the Recipient Consistent Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 28. Content is King Establish a reputation Reward their attention Personalized Easy to Scan Get them to click-through Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 29. Composition Template – Eye-Catching but simple Device Compatible Build your own ● zurb.com/ink ● https://www.campaignmonitor.com/resources/will -it-work/ or use a tool ● Mail Chimp Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 30. Call to Action The one thing you want them to do should be obvious. ● Donate ● Sign ● Fill out a form/survey ● Register to Participate Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 31. The Hook Subject Line Tactics ●Urgent ●Informal ●To the Point ●Sensational Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 32. Workshop Form Groups Newsletter, Event, Mobilization, Donation Create your Scenario Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 33. Workshop Exercise One ● Write a content outline. ● Write 5-10 One-sentence summations of your message ● Create a Targeting (Segment) Strategy Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 34. Workshop Exercise Two ● What is your Call to Action? ● Write 5-10 One-Sentence Calls to Action Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 35. Workshop Exercise 3 ● Write at least 10 Subject Lines Remember: ● Urgent ● Transparent ● Your Identity Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 36. Workshop Final Exercise ● Score components ● Select Top 3 Messages Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 37. Come to DC! Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
  • 38. Thank You! Come talk to me about Volunteer Management! Tweet me for a demo @ginkgoMZD Session Resources and Demo Site: Ginkgostreet.com/amc2014 Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM