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.
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.
To continue, select ADJUST from the progress bar on the top of the page.
Step 2: Adjust
At the top of this section you will see Active tags and Available tags.
Available tags section will list all the tags that have been created in the system. In the Active tags section you will see the tags that are associated with the newsletter sign-up forms and are supposed to activate the outbound sequence to the customer after signing up for the newsletter.
For example: if we collect data from a sign-up form in the footer on your website and it is tagged with the tag "Footer", the tag "Footer" must be moved to the Active tags section.
The naming of the tags is not imposed in advance. It is individually determined during the integration process. Usually, the standard names of form plug-ins are "Footer", "Register", "Order" or implicitly "From PopUp".
For each active tag, create a creative in the Design section.
If you have 3 active tags (e.g. "Footer", "Register", "Order") in the Double opt in model, you need to create 6 message creatives in the Customize section:
Step 3: Multiple messages (optional)
In the ADJUST section, under the section related to tags, you will find Multiple Messages. This is a sequence of messages that you can send to users after they confirm their subscription. This is a good way to introduce your customers to the story, mission or vision of your shop.
Here you can specify how many messages you want to send (max. 4 messages). You can also specify the dates on which you want to send them. This is optional. If you decide to do so, you must bear in mind that the sending time will depend on when the new subscribers confirmed the subscription to your newsletter.
For example, a customer confirmed their newsletter subscription on May 15 at 8:00 a.m. In this case, we will have the following messages:
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
To move forward, click on the NEXT: LANGUAGE button or choose LANGUAGE from the progress bar.
Step 4: 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.
Click on the NEXT: SENDER button, or choose SENDER from the progress bar.
Step 5: 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 6: 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.
When you select "SMS" from the COMMUNICATION CHANNEL drop-down menu, you will see a simple text box.
Step 7: 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 8: 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 9: 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.
Need more help?
If you have any further questions about the Newsletter Subscription scenario, please do not hesitate to contact us at firstname.lastname@example.org