Dynamic Newsletters allow you to effectively engage with your customers by segmenting audiences based on edrone’s core behavior-based segmentation, as well as by gender, custom tags, and RFM analysis groups.
This makes each message as personal as possible in the context of one-to-many communication.
Let's learn how to set up a Dynamic Newsletter!
How to set up a Dynamic Newsletter
To begin, go to ENGAGEMENTS > DYNAMIC NEWSLETTER.
Step 1: Get Started
The first step is choosing whether you want to create a new campaign or edit a current one. After making your choice, click the NEXT: LANGUAGE button or select LANGUAGE from the progress bar on the top of the screen.
Step 2: Language
On the LANGUAGE section, you will see on 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.
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 3: Sender
Here, you will set up who is sending the email: Name, E-mail, and Reply-to E-mail. You can input new data, or choose from a predefined sender (for example, the same sender you have previously used for other newsletters).
Click on the NEXT: DESIGN button, or choose DESIGN from the progress bar.
Step 4: Design
On this section, you will design your email. Click here to learn how to use the new Drag 'n' Drop Editor.
To continue, select COUPONS from the progress bar.
Step 5: Coupons (optional)
It is possible to add coupons to any email. 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.
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.
To continue, click on the NEXT: AUDIENCE button or choose AUDIENCE from the progress bar.
Step 6: Audience
Now you will determine who will receive your message. You can send your message to all contacts or use one of the standard segmentation options:
Low spenders: 80% of customers with the lowest total purchase value
Medium spenders: 19% of customers with the average total purchase value
Big spenders: 1% of customers with the highest total purchase value
Frequent spenders: customers in the top 25% highest number of orders
Prospect customers: visitors who haven't placed an order yet
Trendsetters: customers who are active on social media
Tagged: You can choose from one or more tags that you created. Click here to learn more about tags.
Gender: Male, Female, Refused to pass, Unknown, Other. Click here to learn more about gender segmentation.
Each option can be further segmented by subscription status:
SUBSCRIBED: Users who are subscribed to your mailing list.
SUBSCRIPTION STATUS UNKNOWN: Users who informed their email addresses (e.g. creating an account or making a purchase) but are not subscribed to your mailing list.
SUBSCRIBED or SUBSCRIPTION STATUS UNKNOWN: Both of the above.
If you have RFM segmentation, you will also be able to target each of the 10 groups. Click here to learn more about RFM segmentation.
After choosing your audience, click on the NEXT: DATES button or select DATES from the progress bar.
Step 7: Dates
Here you will determine when your newsletters will be sent. You can choose to send them immediately, or schedule for another day and time.
In edrone, times are in CET timezone.
We're almost done! Click the NEXT: REVIEW button or select REVIEW from the progress bar.
Step 8: Review
Send a test email to double-check if everything is working properly. When you're ready, click on the RUN or SCHEDULE button, and you're done!
Step 9: Reports
To view your Newsletter's performance, 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.
Need more help?
Here is a short video explaining how the dynamic newsletter works:
If you have any further questions about Dynamic Newsletters, please do not hesitate to contact us at firstname.lastname@example.org