Streaming Emails, Autotriggers and Groups: Ongoing Engagement, Welcome Messages, and Instant Thank Yous PART 1 of 2 Akash Jayaprakash Learning & Training Associate Salsa Labs
Using Salsa's powerful automated email tools. Part 1 of 2: learning the differences between the types of autotriggers.
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1. Streaming Emails, Autotriggers and Groups:Ongoing
Engagement, Welcome Messages, andInstant Thank Yous PART 1 of
2Akash Jayaprakash Learning & Training AssociateSalsa Labs
2. LEARNING OBJECTIVESI. Definitions: What do these do? Whats
the difference between them?II. Streaming Emails: Creation and
OptionsIII. Sample Workflows 3. WHATS NOT ON THE MENU TODAYI. How
to create/edit an email templateII. How to create/edit a signup
pageIII. How to run a supporter query (e.g., whos in what group)IV.
Advanced groups and tags management (Track D)V. Send conditions for
triggers 4. DEFINITIONSAn undefined problem has an infinitenumber
of solutions. Robert A. Humphrey 5. GroupsGroups Subsets of
supporters Groups are folders, buckets, e- vs. Tagsmail lists,
topics, natureBig manila folders reservesvs. Tags Nearly any Salsa
objectA rainbow of sticky notes(supporter, action, sign up) can be
tagged Tags are sticky Tags are post-its, roles, small events and
activities, or radio collars 6. Uses templatesEmail blast Uses
queries to segmentA mass email sent to some orall of your
supporters or target your list Can be scheduled in advance but
always requires user input to send Robust data analysis: opens,
clicks, etc. 7. Can use HTML (but doesnt have Autotriggerto) but
not templates No stats: only records timestampAn automated email
sent toan individual (supporter or Does not require human input
tostaff) once simple conditions send (after initial setup)have been
met. Does notreport stats! System only Comes in 3
ambiguously-namedrecords whether it was sent types:to a supporter.
Reply email (autoresponse) Individual email (staffnotification)
Timed trigger (delayedautoresponse) 8. Streaming Interface and
templatesEmailsimilar to regular email blastAn automated series of
Reports statistics includeemails sent to an individual sent,
opened, clicked(supporter or staff) oncesimple conditions have been
Comes in 3 flavors:met. Reply email Individual email Timed trigger
9. Interface and templatesJoin Trigger similar to regular email
blastAn automated email (can be Send timed triggers, but
notstreaming or not) sent toreply emailssupporters who join a
newgroup through action or Only goes to new memberssignup (but not
imports orqueries).of a group added through a linked action or
signup Existing members: no Members added by query: no Members
added by import: no Members added by single manual address entry:
yes 10. Remember, withjoin triggers:GREED is good! Use Greedy
SmartGroups 11. Keeping itstraight 12. Salsa Training
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