6 Replies Latest reply on Jan 7, 2015 6:44 AM by Tim McMinn

    Creating a Newsletter with Customer Options

      I want to create a newsletter with customer options.

      When they sign up, they can choose if they want to get the email daily, weekly or monthly.

      Here is my idea.

      Create a Landing Page with a form giving them a drop down menu option of daily, weekly or monthly.

      create a campaign in Marketo

      smartlist: filled out form -newsletter


      if daily= yes send email -newsletter-daily

      if weekly=yes send email -newsletter-weekly

      if monthly=yes send email -newsletter-monthly

      Can this be done?

      Is there a better way?

        • Re: Creating a Newsletter with Customer Options
          Tim McMinn
          I'd look into using an engagement program and set the cadence of the three streams to how you want (daily, weekly, monthly). 

          When you build out your content for each segment, you can just drop it into the stream and it will send on your defined cadence. 

          You will need to use smart campaigns triggered off your form to place people in the appropriate stream based on their preferences. 

          I also like to use engagement programs for these types of initiatives as it's pretty easy to know how large your segment is and if they're exhausted. 
          • Re: Creating a Newsletter with Customer Options
            Josh Hill
            Tim, interesting idea.

            Casey, how are you sending the newsletter? Is it an RSS feed or something else? If RSS, check out perkuto.com's Digesto to manage this.

            As for the form itself, sure you can do this. I'd probably setup a String field called Newsletter Frequency and the form would say "Daily" "Weekly" or "Monthly"

            As for sending the newsletter, you could do an engagement, you could use Digesto, or you can manually create Programs and use the Newsletter Frequency as a filter. A single campaign is not going to do much for you other than drop people into another Program or Stream.
            • Re: Creating a Newsletter with Customer Options
              Tim McMinn
              If you're predominately sending out blog posts in your newsletter - Josh's (correction) previous company does a good job at that ;) Just tested Digesto not too long ago and was pretty happy with it, easy setup zero complaints. . 
              • Re: Creating a Newsletter with Customer Options
                I wouldn't change anything about the way I made or sent emails, but rather when someone fills out that form -- and selects weekly or monthly, have a smart campaign running to make them marketing suspended for 1 week or 1 month. 2nd choice would be to go with an Engagement program, but that doesn't lend itself to the "newsletter" idea. 

                Personally I've seen people create wild subscription programs that fall on their face when they forget to put filters on every smart campaign after that. 
                • Re: Creating a Newsletter with Customer Options
                  @Josh, Digesto is what we were thinking. But we were trying to figure out how to segment the leads by Daily, Weekly and Monthly.
                  • Re: Creating a Newsletter with Customer Options
                    Tim McMinn
                    @Adam, if you use suspension, are you suspending everyone once again after each send? If i'm a lead and sign up for the monthly newsletter on say Janurary 10th, with my next schedule send for montly on January 18th, am i not to receive that first monthly newsletter till February send?

                    I personally find, be it not traditional newsletter infrastructure... using engagement programs streams as smart campaigns for each list would drastically decrease the labor of effort here. This would completely eliminate the need for smart campaigns as you mention, i agree, it's prone to error having to put filters. 

                    @Casey, When all send and done Digesto is the way to go if you're pulling in blog posts via RSS, but if your newsletter varies from this, it might be a bit more tricky as your emails are standardized in Digesto. 

                    How you would segment the leads daily weekly monthly is via a smart list tied to a smart campaign which is linked to Digesto to run on send. Each segement is its own "digest".