Onboarding: Set up automated email marketing campaigns (Drip Campaign, Marketing, Create Emails)

Email campaigns can be used to reach out to users who are currently using or are interested in using the platform to invest in available offers.  

• Navigation
• General
• Account List Campaign
• Offer

Navigation

To access or set up your campaigns:

1. Select Engagement from the left menu
2. Click Email
3. Here you will see three options for email campaigns ready for use

General

The General Campaign type is designed to monitor email activity of potential leads, as well as new users.  You can view the recipient, subject, and the number of emails sent vs. opened.  You will have the ability to see the dates emails were created and last sent, and open a preview of the message itself.

Emails are groups by recipients and email types: 

• New Lead
  • Here you will see a list of emails sent to any registered users who did not complete account setup  
• Secure Login Link
  • On this page, you can view the users who have been sent a secure link to log in to the platform
    
• Account Emails
  
  • Account emails that are sent to all users associated with a specific account are housed here

Account List Campaign

Utilizing filters to group your accounts into lists will allow you to reach out to multiple users across various accounts, on either a scheduled or ad hoc basis.

Account List Campaigns can be automated, triggering emails at predetermined times.

To start a new campaign:  

1. Select Add Account List Campaign 
   
   
   
2. You will be prompted to select a list from the options available

3. Click on the tile created for the selected list

4. Click New Message
   
    
5. Fill in all required fields 
   • To apply an existing template, click the Menu icon at the top
   • To schedule the email, use the How soon after entering this stage should we send the email? drop-down menu
     
     

     
     

6. Click Save

Offer

Offer Campaigns can be used to send out emails to users when they reach specific stages of their Investor Journey.  

To set up a new Offer Campaign:

1. Click New Offer Campaign
2. Select an available offer from the drop-down menu
3. Click into any milestone (for example: Initial Interest)
4. Click Automate Messages
5. Select New Message
6. Add the text you would like to sent, and use the drop-down to select when to send
7. Click Save
8. Continue adding as many messages as you need, at varying intervals
   
   

By adding a series of messages scheduled to be sent at different times, you can engage with users regularly.  You can also send out one-time messages, such as offer updates or announcements, by selecting Same Day from the drop down menu.

Email activities will appear on the Engagement page.  In addition, you can visit the Engagement tab of an Account to view a summary of campaign activity.

Previous training:  What types of emails are sent out from your platform?

Next training: What are the triggers for each stage of the Investor Journey?