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Recurring Email Examples

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John Mackenzie
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Below are four examples of emails that are frequently sent on a regular basis, using the same search criteria and same email template each time. The Set as Recurring email feature allows you to set these messages to go out automatically on a recurring basis.

Daily New Member Welcome Email
Daily Member Retention Email (at the 90-day mark)
Monthly Member Renewal Email (about 30 days ahead of due date)
Last Chance Invoice Email
Payment Received Thank You Email

Daily New Member Welcome Email

 

  1. Go to Communication > Send Email.
  2. Enter a subject line and message for your email. You can use a template, and you can include any Special Field dynamic values to populate from the profiles.
  3. Click the Profiles tab on the left, and choose Create List in Profile Selector.
  4. Click to the Member Activity tab, and select Add Search Criteria. Choose the Member Activity that represents a "join" in your organization. Then select "In the Period", then "Last One Day"
  5. Click Email List.
    1. If you want the email to go to the Main Contact of these members, choose Send Email to Main Contact of Profiles
  6. Click the Send tab on the left, and choose Set as Recurring.
  7. Choose Daily, and then set the time at which you'd like the email to go out each day.
  8. Click Send Recurring Email.

Daily Member Retention Email (at the 90-Day mark)

  1. Go to Communication > Send Email.
  2. Enter a subject line and message for your email. You can use a template, and you can include any Special Field dynamic values to populate from the profiles.
    Retention_Sample.png
  3. Click the Profiles tab on the left, and choose Create List in Profile Selector.
  4. Click to the Member Activity tab, and select Add Search Criteria. Choose the Member Activity that represents a "join" in your organization. Then select "Days Ago" and enter "90" as the number of days.
    Retention_Sample2.png
  5. Click Email List.
  6. Click the Send tab on the left, and choose Set as Recurring.
  7. Choose Daily, and then set the time at which you'd like the email to go out each day.
    Recurrence.png
  8. Click Send Recurring Email.

Monthly Member Renewal Email (about 30 days ahead of due date)

  1. Go to Communication > Send Email.
  2. Enter a subject line and message for your email. You can use a template, and you can include any Special Field dynamic values to populate from the profiles.
  3. Click the Profiles tab on the left, and choose Create List in Invoice Selector.
  4. Click Add Search Field, and choose Due Date. Then select "In the Period," and select "Next 30 Days"
    dues1.png
  5. Click the Aging tab, and choose All Open.
    dues2.png
  6. Click the Revenue Item tab, and select all Dues Renewal revenue items.
    dues3.png
  7. Click Email List.
  8. Click the Send tab on the left, and choose Set as Recurring.
  9. Choose Monthly, and then choose the 3rd of the month, and then set the time at which you'd like the email to go out on the 3rd of each month.
  10. Click Send Recurring Email.

Last Chance Invoice Email

  1. Go to Communication > Send Email.
  2. Enter a subject line and message for your email. You can use a template, and you can include any Special Field dynamic values to populate from the profiles.
  3. Click the Profiles tab on the left, and choose Select Saved Data View.
  4. From the resulting dropdown, choose All Profiles With Unpaid Dues Invoices 120 Days Past Due, and click arrow to preview the list.
    common_view.png
  5. Choose the Send Email to Billing Contact option (if desired).
  6. Click the Send tab on the left, and choose Set as Recurring.
  7. Choose Monthly, and then choose the 1st of the month, and then set the time at which you'd like the email to go out on the 1st of each month.
    Overdue_sample.png
  8. Click Send Recurring Email.

Payment Received Thank You Email

  1. Go to Communication > Send Email.
  2. Enter a subject line and message for your email. You can use a template, and you can include any Special Field dynamic values to populate from the profiles.
  3. Click the Profiles tab on the left, and choose Create List in Invoice Selector.
  4. Click on Payment Info and Add Search Field.
  5. Select Payment Date, and set the search criteria to In the Period of Last 1 Day.
  6. Note: If you want to restrict to payments made towards specific revenue items only, you can add a parameter under the "Revenue Item" tab and select the specific revenue items.
  7. Click Email List.
  8. Click the Send tab on the left, and choose Set as Recurring.
  9. Choose Daily, and then set the time at which you'd like the email to go out each day.
    Recurrence.png
  10. Click Send Recurring Email.

Other ideas include:

  • Six-month "how's it going?" check-in email for new members
  • Reminders for members to log in and update contact information periodically
  • New Member Orientation event signups for new members who have not yet signed up
  • Large annual event campaign, for members who have not yet signed up (note: specific event information like date/time/location cannot be dynamically included, so you'd need to turn this one off after the event is over)
  • Internal staff reminders, such as regular report downloads or update projects/tasks

 

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