Drip Marketing - Help Guide

Created by Help Desk 2, Modified on Mon, 12 Jun 2023 at 02:47 PM by Richard Scully

Drip Marketing - Help Guide

Our Drip Marketing System is a fantastic tool to keep your members engaged and connected with your organization. Drip Marketing campaigns consist of a series of emails sent to members at specific intervals. When a particular event occurs, such as signing up or renewing, members will automatically start their Drip Marketing Campaign.

Accessing the Drip Marketing Page

To access the Drip Marketing page, click on the "Drip Marketing" link in your Administrative links. On this page, you'll find a table that displays all your current Drip Marketing Campaigns. At the bottom of the page, there's a link to start a new campaign.

Understanding the Drip Marketing Table

The table provides helpful information about your campaigns:

- Name: The name of the Drip Marketing Campaign.

- Triggers: This column shows the actions or events that will add a member to the campaign.

- Functions: The edit pencil allows you to modify campaign details, the Delete X removes a campaign, and the Scheduled clock displays a list of members already added to the campaign.

Creating or Editing a Campaign

To edit a campaign, click the pencil icon next to its name. To create a new campaign, click the "Add New Program" link at the bottom.

Campaign Details

On the first page, you'll find the Campaign Details section, which includes:

- Program Name: Give your Drip Marketing Campaign a descriptive name, like "Renewals" or "New Member Emails."

- 'From' Name: Enter a friendly name, such as "Jane Smith" or "Pastry Chefs of America."

- 'From' Email: Specify the email address members should respond to if they have questions about membership payments or status.

- Triggers: Select one or more triggers that will add a member to the Drip Marketing Campaign.

- Effective Date Scheduling: This option applies to renewals only and triggers when a member's account is reset.

Adding Messages to a Campaign

The second page of a new campaign is for Adding Messages. You can add multiple messages to each campaign. To begin, click on "Add New Message." On the message screen, you'll have several options:

- Days Out: Set the number of days after the Trigger event when the email will be sent. For example, if you're creating a renewal reminder campaign, set the Trigger to "Member Join" and set the days out to 335 to notify members one month before their membership expires.

- Target: Choose who will receive the email. Options include "Member Only," "Member Rep Only" (for staff members), "Member and Member Rep," or "Other" with a designated extra email recipient.

- Extra E-Mail: Only applicable when "Other" is selected from the Target option above.

- Use Wrapper: If selected, the email will use the same design as your Broadcast Message System.

- Email Subject: Enter the subject line for the email.

- Email Message: Craft your email message with dynamic data using replacement keys like ##MEMBER_FIRST_NAME## and ##MEMBER_PHONE##. These keys will be replaced with actual member information when the message is sent.

Feel free to reach out to our help desk if you have any further questions or require assistance. We're here to support you!

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