My audience for a new sales rep announcement is ~1500 people. Is there an easy way I can have the email send to only 200 at a time?
Hi Allysson,
This is what you have to do:
In your smart campaign, go to smart list. Choose the "Random Sample" filter.
Choose 15 in the precentage place.
This will sent the email to 15% of your 1500 people list.
Hello and THANK YOU!
So my next question…..
To set up sends to the balance of the people (total of 6 more sends), do I set up filters or flows within the same smart campaign? Or do I need to set up a new campaign for the remaining contacts?
Allysson Lohn
Marketing Specialist – NW Region
455 85th Ave NW
Minneapolis, MN 55433
You're welcome, fill free to mark this answer as the one who solved your question.
As for your next question:
AS long as you're using the same flow step, you can add as many needed steps, for example:
If random sample is 25% send email 1.
If random sample is 25% send email 2.
If random sample is 25% send email 3.
If random sample is 25% send email 4.
Make sure to use the same step, or else you might find yourself sending more than one email per person.
Ronen
Thank You Ronen.
I appreciate your help and patience. I will outline what I am trying to do and maybe you can confirm if U have infact asked the right questions.
Sales Rep Joe – has 1500 accounts. I’d like to send the Introduction email to 300 accounts each week for a period of 5 weeks as the plan is for him to follow up each week with those who have opened the email. Do you think random sample is the way to go? OR should I filter maybe with “account name starts with”?
Thank You.
Allysson Lohn
Marketing Specialist – NW Region
455 85th Ave NW
Minneapolis, MN 55433
1. Create a smart list "Was sent email 1" (not critical but will make things clearer)
2. Create a smart campaign with:
a. Accounts own by Joe
b. not member of smart list "Was sent email 1" (as mentioned - it's not critical)
Flow:
Random sample is 20%
Send email 1
Set recurrence once a week, end by 5 weeks
make sure every lead can run once
Thank You Ronen! I will give this a shot tomorrow.
Have a good night.
Allysson Lohn
Marketing Specialist – NW Region
455 85th Ave NW
Minneapolis, MN 55433
Sure, if you need anything else let me know, you can always contact me by Linkedin, it's faster
Ok Ronen…If you have time/are willing, hoping you can do a quick review of my send set up (screen shots below) to be sure I haven’t overlooked/missed a step….
Thank You!
Allysson.
Screen shots of:
Program Details & Smart List
Smart Campaign: Smart List & Flow
PROGRAM DETAILS:
SMART CAMPAIGN
Looks good, I would prefer to see everything in one place and not in separate images, but however it looks fine from here.
Please be kind and mark your original question as "answered".
Thanks,
Ronen