Setting up your newsletter flow
If you just want to send one newsletter to everybody it’s extremely easy!
If you want to send different newsletters to different groups, it takes a little time and clear planning. If done correctly from the start it will run smoothly and boost your business dramatically.
If at any point you get stuck, please contact us to assist you in setting it up.
First Steps - The Setup
Step 1: Identify Groups For Each Segment
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Take all the people that you interact with and that need a different newsletter & group them into various buckets.
For an average company, an example of groups would be:
As you can see these are distinct groups that may need their own newsletter. You can also easily create these groups and later set the newsletter to be sent to all of them.
Let’s say you have the ‘Customer’ group but you need to consider if all customers are the same. Do they all need to receive the same newsletter?
If not, then you could break the ‘Customer’ group into two, since each of these will get their own newsletter.
As an example, if you’re an online shop you might have a group for ‘Women’ and one for ‘Men’ – since you’d probably send them different information/newsletters!
Basically, you create a group for any people that need a unique newsletter.
How To Do It
On the ‘Newsletter Dashboard’ find the section called “Manage Mailing Lists” and create the appropriate mailing lists for each group you defined. Each mailing list is a group of subscribers that will receive the same newsletter.
Step 2: Import Subscribers
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For each of your groups you need to import existing subscribers.
Our system will automatically add subscribers to the correct group, however, you may have some existing people you wish to add and this is when you would do it.
How To Do It
On the ‘Newsletter Dashboard’ find the section called “Import & Export Subscribers”.
I would start by FIRST exporting a subscriber so you can see the correct format required. (If there aren’t any subscribers to export, just add a once off subscriber manually – go back to the dashboard to do this).
See the attached image.
Sending A Newsletter
Create The Newsletter
On the ‘Newsletter Dashboard’ find the section called “Manage Newsletters” and select “New Newsletter”.