So you got a new subscriber to your newsletter. That's great!

But what's next?


With edrone, you can use the Newsletter Subscription scenario to send up to four automated emails to new subscribers. Those messages might include some of your best content, more information about your store, a curated selection of products, or even discount coupons to convert new subscribers into paying customers.

Let's learn how to set it up!



How to set up Newsletter Subscription

To get started, log into your Mission Control and go to ENGAGEMENTS > NEWSLETTER SUBSCRIPTION.

Step 1: Opt-in

The first step involves selecting what kinds of messages you'd like to send – whether only email or email + SMS –, and the subscription model. Click here to learn more about each subscription model.

NOTE: You might notice that there is a Pop-up section on the progress bar. We will consider that you already have a pop-up with a subscription form. If not, create a Pop-up before you continue. Click here to learn more about Pop-ups.

To continue, select ADJUST from the progress bar on the top of the page.

Step 2: Adjust

In this section, you will select who will receive your automated messages, and how many messages you will send.

At the top of the page, you will see an Active tags box. Your messages will be sent to all customers who are assigned with those tags. You can easily remove or add new tags by dragging and dropping to and from the Available tags box to the right.

Click here for more information about tags in edrone.

Further down the page, you will see the Number of multiple messages area. Here, you will select how many messages you will send, and when you will send each of them. Please note that the times here are considered in relation to the moment the new subscriber signed up.

So, for example, let's say a customer has signed up to your newsletter on May 15th at 08 AM. In the example above, we would have the following sequence:

  • First message will be sent on May 18th at 08 AM

  • Second message will be sent on May 22nd at 2 PM

  • Third message will be sent on May 29th at 08 PM

  • Fourth message will be sent on June 5th at 11 AM

NOTE: the Confirmation (Double Opt-in) and Welcome Messages are not considered within these automatic messages. This means you can actually have up to 6 automated messages after a new subscriber signs up to your newsletter.

To move forward, click on the NEXT: LANGUAGE button or choose LANGUAGE from the progress bar.

Step 3: Language

On the LANGUAGE section, you will see one the left side an overview of your customers (audience size, number of languages, and most popular language).

Based on this information, you can choose whether you want to send your Newsletter in only one language (Single language), or more than one (Multi language). You can choose as many languages as you want.

NOTE: Language information is collected automatically by edrone from your customer's browser language settings. This means that it is not linked to a specific location. For example, if a customer lives in France but their browser is set up in English, they will be considered an english-speaking customer.

Click on the NEXT: SENDER button, or choose SENDER from the progress bar.

Step 4: Sender

Here, you will set up who is sending the SMS and email messages.

When sending emails, you will be able to determine Name, Email, and Reply-to Email. You can input new data, or choose from a predefined sender (for example, the same sender you have previously used in for other newsletters).

When sending SMS messages, the sender information will be pulled from your SMSAPI integration. Click here to learn more about the SMSAPI integration.

Click on the NEXT: DESIGN button, or choose DESIGN from the progress bar to move forward.

Step 5: Design

Time to craft your messages! You will see our Drag 'n' Drop Editor.

Depending on the settings you chose on steps 1, 2 and 3, you will be able to select different languages, message types and communication channels on each tab on the top of the screen.

NOTE 01: If you chose to send e-mails in multiple languages on Step 3, each language will be shown in a tab on the top left of your screen. In that case, you will need to design different e-mails for each language. We recommend you work on one language first, and when you're happy with that version, just click COPY and then select another language and click PASTE. That way, you can easily translate your content while keeping everything else the same.

NOTE 02: We advise you start designing the first message, and once you're happy with that, click SAVE and then start working on the next ones. Don't forget to save every once in a while to make sure you don't lose your progress!

When you select "SMS" from the COMMUNICATION CHANNEL drop-down menu, you will see a simple text box.

NOTE: the text limit for one SMS message is 160 characters. If you use special characters (such as ñ, ä or ç), this limit will be shortened to 70 characters.

Step 6: Coupons (optional)

You might want to add discount coupons to your emails. To do that, use the *|COUPON|* merge tag when creating them. Click here to learn more about coupons.

Please note that this won't work for SMS messages. The only way to add a discount coupon to an SMS message is to write the coupon in the message. Bear in mind that it will be same coupon for each customer – effectively working the same way as a static coupon (see below).

You can choose between Static (same coupon for all customers) and Dynamic (each customer gets a unique coupon). We recommend using Dynamic coupons whenever possible.

Regardless of your choice, you will need to upload a CSV file with your coupons. If you need help with creating them, there are several free online coupon generators.

Once your files are ready, click on UPLOAD (CSV). Select which column contains the coupons, check the box if you wish to ignore the first line of your file (column titles, for example). If everything is OK, click on CONFIRM COLUMN. A green confirmation message should appear at the top right corner of your screen.

When you're ready, click on the NEXT: REVIEW button or select REVIEW from the progress bar.

Step 7: Review

In the REVIEW section, you can send a test message to see if everything is OK. Please note that, for SMS, your test messages will also use your SMSAPI points.

If everything is working the way you want, click on the RUN button, and you're done! Enjoy your Newsletter Subscription automation.

Step 8: Reports

Ah, but we're not completely done. You need to see how your automation is performing! To do that, go to the REPORTS section on the progress bar. Here you will find the main metrics such as Engagement revenue, Sent, Opened, Clicked, Orders, Orders with Coupon, Unsubscribed, and CTR. It is possible to filter the results by date, message and message type.

NOTE: Make sure to select each message from the drop-down menu right above the graph. You might be surprised by the differences in each message type's performance! This is completely normal and is a rich source of information about how you can improve each one based on what's working and what's not.


Need more help?

If you have any further questions about the Newsletter Subscription scenario, please do not hesitate to contact us at hello@edrone.me


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