To begin, login to your edrone Mission Control and go to AUTOMATIONS > READY FLOWS > CHAT SUBSCRIPTION. Make sure you have a chat before you set up your chat subscription!
Step 1: Choose who will get the automated e-mails
Here you will see three options to pick from:
Send if the customer exists and is "subscribed"
What does this mean? If your customer "exists", that means he is on your database. If he is "subscribed", that means he already receives your newsletters. If you select this option, you will be able to offer a special deal specifically for users who have interacted with you by chat.
Send if the customer does not exist or his subscription status is "unsubscribed" or "unknown"
If your customer "does not exist", this means he is not on your database yet. If he is "unsubscribed", this means he has been subscribed before, but opted-out of your newsletter. If he is "unknown", this means that edrone hasn’t collected the user’s subscription preference (whether he wants to receive your newsletters or not). This option is where the Chat Subscription really shines. By selecting this option, you can potentially turn an unknown (or lost) customer into a subscriber.
Welcome message: Check this option if you'd like to send a second e-mail after customers have opted-in (confirmed their subscription) on the first e-mail.
You need to choose at least one of the first two options. The Welcome message is optional, but recommended.
Step 2: Design your e-mails
Now comes the fun part: designing your e-mails! You will see our Drag 'n' Drop editor, where you can choose from several predefined templates, or easily create a new e-mail from scratch using a wide variety of sections and features.
Just below it, there will be a button: CHOOSE MESSAGE TYPE. By clicking it, you will find a drop-down menu with each of the options you selected on the first step (Send if customer exists and is subscribed, Send if customer does not exist or is subscribed or unknown, Welcome message). Remember to create an email for each of the selected versions.
For example, after selecting these options: send to a customer who "does not exist" + welcome message, you need to prepare two separate emails:
Send to a customer who "does not exist" (the first message to confirm the subscription)
Welcome message (this message can be based on the welcome message you use in your traditional newsletter or completely different, created from scratch)
It is important to place a confirmation button in the first email (Send to an existing customer who is already a subscriber, send to a customer who "does not exist", his status is "unsubscribed" or "unknown"). Nothing easier, create a button and select Subscribe in the menu that appears.
You can add a discount code from the previously added coupon pool. To add the code, use the "Merge tags -> Coupon" function available in the text editor.
Step 3: Review and test
You're almost there! Now you just need to make sure everything is set up correctly.
If you want, you can send a test e-mail to double check. We recommend you do so.
All good? Then just click the RUN button, and your Chat Subscription is active!
Step 4: Monitor your Chat Subscription's performance
Now that your chat is working for you to collect new subscribers, you just need to make sure it is running smoothly and giving you the expected results.
In the REPORTS section, you can see how well your Chat Subscription e-mails are performing: Open ratio, Revenue, Number of orders, and many more metrics are available for you to interpret and use to optimize your results.
Need more help?
If you have any further questions about Chat Subscription, please do not hesitate to contact us at hello@edrone.me or via chat