6 Replies Latest reply on Nov 12, 2014 10:57 PM by Shashank Sharma

    Email campaign best practice

    Shashank Sharma
      Hi All,

      I am working on setting up an email campaign with an invite and two reminders. Looking for advice on what would be the best way to set this program where we get the best reporting and is efficient to build. The options I am considering are:

      1. Create a default program and have three local smart campaigns to send out the INV, REM1 and REM2 respectively.

      2. Create a default program and create 3 local email send programs to send out the INV, REM and REM2

      3. Create a default program and create a single smart campaign to send out INV, REM and REM2

      Thanks,
      Shashank Sharma
        • Re: Email campaign best practice
          Cleanest way would definitely be option 3. You'd probably want some if-then flow steps to only send reminders to those who require them, but this way you'd have all of your email metrics under the same Smart Campaign. The biggest challenge presented is how to handle people in wait steps if you decide you want to really change things mid-stream.
          • Re: Email campaign best practice
            Josh Hill
            What are you emailing them to do? Sign up for something? Download?

            #3 is the most efficient in terms of using campaigns, but #1 will provide the cleanest reporting.

            #2 is only useful if you are running AB tests on each email.
            • Re: Email campaign best practice
              Karin Edmondson
              For our seminars we send out 3 invites with a wait step inbetween.  I have a smart campaign that when they fill out the seminar registration, they automatically get moved to the attendee list.  The smart campaign does not send to anyone in the attendee list.  This way they don't get reminders of the seminar after they register.

              We have found the reporting and flow work great.  The only problem is that only the first send show on the Marketing Calendar.  If you want to see all the sends on the calendar then you have to setup 3 different campaigns - 1 for each.

              Hope this helps,
              Karin
              • Re: Email campaign best practice
                Dory Viscogliosi
                I like option #1 for several reasons: the biggest ones being ease of reporting, calendar views, as well as the option to more easily filter your smart list or make changes to the reminders if necessary. 
                • Re: Email campaign best practice
                  I agree with Dory. I like opton #1. If you schedule all the sends and activate, they will show up on the new calendar view.  Option #3 requires long wait steps of which I'm not a fan.

                   
                  • Re: Email campaign best practice
                    Shashank Sharma
                    Thanks everyone! All good points. So, I think now I need to choose an option from #1 and #2.

                    I think as #2 would give better reporting(dashboards and engagement score) as compared to #1, with the flexibility to run A/B tests and better control over deployments.Thoughts?

                    @Josh - We are sending emails to prospects to sign up for a limited time offer.

                    Thanks,
                    Shashank Sharma