Bulk Emailing, Easy! - From the CiviCRM User Summit 2014

Michael Z. Daryabeygi michael@ ginkgostreet.com @ginkgostreet ~ @ginkgoMZD 888-223-6609

Bulk Emailing, Easy!

#CiviCRM ~ #CiviUser ~ #EmailEasy

What to Expect

Overview of Emailing Guidelines to Follow

Workshop on Writing Strategic Emails

Bulk Email, Easy!#EmailEasy #CiviUser #CiviCRM

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What is Mass Email?

A Broadcast MessageDelivered to Interested Parties

With a Call to Action

(NOT Un-Solicited SPAM)


Examples

Newsletters Events Donations Mobilization

Bulk Email, Easy!#EmailEasy #CiviUser #CiviCRM *?

Key Components

Targeted and Appropriate A Hook Clear Messaging Valuable Content Clear Call to Action


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Infrastructure

Templates/Design Collection/Sign-Up List Management Scheduling SMTP (Sending Server) Metrics


List Hygiene Get Opt-Ins Respect Opt-Outs (Don't SPAM!) An Opt-Out link is required by law Run regular dedupes of your list Allow for easy update of your contact's interests


Dedupe in CiviCRM

Use integrated forms to avoid duplicates in the first place

Batch dedupe Manual Dedupe


Sign-Ups

Ask on your homepage Ask on an issue site/page Collect more info Keep a low barrier to participate Collect in-person sign-ups Avoid competing channels (fb/twt)


Sign-Ups

Wordpress Plugins Drupal Blocks Stand-alone pages Drupal Webform Gravity Forms (coming soon)


List Management

Create Groups explicitly, or automatically with a saved

search.


List Management

TODO: ElaborateSegmentation

A/B Testing

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

Create a Mailing in CiviCRM

TODO: ElaborateCreate mailingReview status


Create a Mailing in CiviCRM

TODO: Elaborate


Mailing Reports

Valuable Content


CompositionValuable Content.

To be heard through the noise, provide value to your audience.

Respect their time and they will reward you accordingly.


Composition

Appropriate:On Mission,

Tailored to the Recipient,Consistent


Content is King

Establish a reputationReward their attention

PersonalizedEasy to Scan

Gets them to click-through


CompositionTemplate – Eye-Catching but simple

Device Compatible

Build your own zurb.com/ink

https://www.campaignmonitor.com/resources/will-it-work/

or use a tool Mail Chimp


Call to Action

The one thing you want them to do should be obvious.


Donate Sign Fill out a form/survey Register to Participate

The Hook

Urgent Informal To the Point Sensational


Subject Line Tactics

Workshop

Form GroupsNewsletter, Event, Mobilization,

Donation

Create your Scenario


WorkshopExercise One

Gist of Your Message Write a content outline. Create a Targeting (Segment) Strategy Write 5-10 One-sentence summations of your message using your segment strategy.


Workshop

Exercise Two

What is your Call to Action? Write 5-10 One-Sentence Calls to Action using your segment strategies.


WorkshopExercise Three

Write at least 10 Subject Lines

Remember: Urgent Transparent Identifies You


Workshop

Final Exercise

Score components Select Top 3 Messages


Thank You!

Michael Z Daryabeygi

@ginkgoMZD

Session Resources and Demo Site:GinkgoStreet.com/BulkEmailEasy


Bulk Emailing, Easy! - From the CiviCRM User Summit 2014

Technology

Transcript of Bulk Emailing, Easy! - From the CiviCRM User Summit 2014