Knowledge Base/5.0 Access Control/5.1 Subscription Module

How do I set up an email campaign for subscribers?

The Uberflip Team
posted this on April 01, 2010 10:42 am

If you are using the system's subscription tools and have a title using subscription, you can set up automated e-mail campaigns, a very powerful marketing tool to keep your subscribers engaged.

Email Campaigns are tied to the subscribers for a particular title and  in order to receive an email, a subscriber must meet these minimum conditions:

    • Email has been verified
    • Is currently opted-in to receive emails
    • subscriber is active status

Follow these steps to set an email campaign for your subscribers.

NOTE: All email campaign messages are chargeable - Contact your account manager for details

Step 1: Turn on subscription settings for a title

Once you have a title with subscription turned on, and a set of subscribers for that title, you can create an email campaign

Step 2: Access the Create Email Campaign Management Tools

From the Welcome Screen you can click on the "Create An Email Campaign" icon in the "What would you like to do today?" menu OR you can always click on the "Emails" button in the horizontal menu bar.

New_Email_Campaigns.png

Step 3:  Click on New Email Campaign Tab and Create your template

Referring to the below screenshot, complete the form to build your campaign note and set a send schedule.

  1. Campaign Name: For your reference only.   This name will appear in the Schedule and Campaign Reports screen.
  2. Email Subject:  This text will appear as the subject line of the email sent to subscribers
  3. Reply-To: Set the email address to which subscriber replies will be directed to.  Make sure it is an address you have access to.
  4. HTML Email Body:  Create your email template using the CKEditor.  The editor supports html as well as regular text so you can build a dynamic and attractive message.
    See this article for CKEditor Quick Reference Guide
  5. Auto Tags:  Use these tags to automatically display subscriber specific data (eg first/last name) or title/issue data.  Click on a tag and it will be added to your email body and it will display that custom data.  Most of these tags should be self explanatory but  %issue_snapshot% will automatically add a predefined element that includes your title logo and banner color, a thumbnail of the latest issue, the title and issue name, as well as a "read now" link that links to the title (to ensure the latest issue is loaded).
  6. Text Email Body:  Some folks are surprisingly still using text only email clients.  You should include a message in this box that text only email clients will receive instead of the fully formatted HTML message.
  7. Send to Subscribers of:  Choose the title in the dropdown menu that contains the subscribers to whom you want to send the email campaign
  8. When to Send:  Using the dropdown menus, choose the date and time you want your email campaign to be sent (must be a date/time in the future)
  9. How Often? : Choose the interval for the email campaign.  You can simply select "Once" for a single non repeating campaign OR you can choose the interval that works for you.  As an example, if you know your publication is released every Wednesday morning, you can set a campaign for Wednesday morning, after your issue is expected to be live,  that repeats "weekly, based on the above date".   Also, don't go overboard with email campaigns, as subscribers may grow tired of your communications if you send too often.
  10. Test Email on Myself First:  The system will open a popup window with a preview of the email, and send a test note to the email address associated with your account
  11. Campaign Status:  Check the "Activate this email campaign" box if you want the campaign to be active and ready to be sent when the schedule dictates.  To deactivate a campaign, you can always edit the campaign from the Schedule screen and uncheck this box.

Once you have setup all of the above fields, just click "ADD SCHEDULE" button to finalize the creation of your email campaign.

New_Email_Campaigns_2.png