Can I stage a large send?

Anonymous
Not applicable

Can I stage a large send?

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? 

9 REPLIES 9
Ronen-Was-SRpro
Level 7

Re: Can I stage a large send?

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.

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Ronen Wasserman
Anonymous
Not applicable

Re: Can I stage a large send?

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

Ronen-Was-SRpro
Level 7

Re: Can I stage a large send?

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

Ronen Wasserman
Anonymous
Not applicable

Re: Can I stage a large send?

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

Ronen-Was-SRpro
Level 7

Re: Can I stage a large send?

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

Ronen Wasserman
Anonymous
Not applicable

Re: Can I stage a large send?

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

Ronen-Was-SRpro
Level 7

Re: Can I stage a large send?

Sure, if you need anything else let me know, you can always contact me by Linkedin, it's faster

Ronen Wasserman
Anonymous
Not applicable

Re: Can I stage a large send?

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

Ronen-Was-SRpro
Level 7

Re: Can I stage a large send?

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

Ronen Wasserman