At edrone, we are big fans of Email Marketing, because we see everyday the positive impact it has on our clients’ bottom lines.
In order to implement an Email Marketing strategy, you need two elements:
A way to convert visitors into subscribers, which can be a regular form in a Landing Page, Web Layers or Pop-ups; and
A way to effectively engage them with your messages.
The best way to do this is through automation — more specifically, with edrone’s Newsletter Subscription scenario.
How to set up Newsletter Subscription
To get started, log into your Mission Control and go to Automations -> Ready Flows -> Newsletter Subscription.
Step 1: Opt-in
The first step involves selecting a subscription model. Click here to learn more about each subscription model. Depending on the model you have selected, you will see one or two messages on the left side that you can open and edit.
Step 2: Edit message settings
Select Open for the message you want to edit. In the right-hand section, you can set the sender, title, and preheader of the message, as well as additional settings such as UTMs:
From here you can also edit the message draft by clicking Edit design in the lower right corner:
From this level you can edit the message creation and send a test message:
Step 3: Coupons (optional)
You can add a discount coupons to your emails. Open the message you want to add the discount code to. Drag the COUPON element, which you can find on the right, into the message:
After adding the element to the message, click on the coupon in the creation - an editing panel will appear on the right. Select the Edit coupon button on it:
If there is already a pool of coupons on the list that you want to use, select it and Confirm your selection:
If you do not have a pool of discount coupons added to your list yet, you can easily add them from here.
Click the Settings button:
Select Create new:
In the next step, name your pool and choose the type of coupons. You can use static or dynamic coupons.
Once you have selected all the settings, confirm adding a new coupon pool by clicking the lower right button Create new:
The new coupon pool will appear on the list:
If you have chosen static coupons, click on the pencil and enter the coupon text here:
If you choose the dynamic discount coupons option click on the pencil and upload file here:
File should be uploaded to the system in this section in a CSV file, UTF-8 encoding after creating the pool.
NOTE: Remember that discount codes are activated in your shop platform.
When everything is ready Close the editing window:
Select the newly added Coupon pool from the list and Confirm selection:
Step 4: Introduction Messages (Optional)
You can set up to a maximum of four messages and set a send time for each message.
NOTE: If you set Introduction Messages, they will be sent to the customer only after the Confirmation Message and Welcome Message have been received (this depends on which subscription model you are using).
If you are using the Double Opt-In model and the customer does not confirm the subscription, they will not receive Introduction Messages. Introduction messages are an additional option that allows you to send as many as 6 automatic emails to new subscribers (including subscription confirmation and welcome messages in the Double Opt-In model).
How do I set up introduction messages?
In the Additional elements section, enable Introduction messages:
Choose how many introduction messages you want to send and set the sending time:
Select on the chart on the left Send introduction and click Open:
Select the message you want to configure from the list and click Edit design:
Step 5: Tags messages (optional)
You can separate communications based on where your customers sign up. Create custom welcome or confirmation messages for specific signup forms. Select the tag linked to form, then easily edit your messages. How do I do it?
Enable option Tags messages:
Select from the list which tags you want to use:
Selected tags will display as follows:
Now you can create a different message design for each tag, just click Open to edit the message:
If you have selected all your settings, sent yourself test messages and everything is working as it should, click 'Run Flow' and enjoy your new automation.
Step 6: Reports
Ah, but we're not completely done. You need to see how your automation is performing! To do that, go to the Report:
The Reports section consists of two tabs. In the Overview tab, you will find the main metrics, such as: messages delivered, their opens and clicks. Orders and revenue. Data on the number of unsubscribed users, Hard Bounces and messages marked as spam. You will also check the number of orders with and without the coupon.
In the Orders tab you can check the details of what orders were placed thanks to the scenario and which customers placed them:
You can filter orders using parameters such as: When Clicked, When Opened, Coupon Used:
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