How to Set Up the Email Gathering Campaign

How to Set Up the Email Gathering Campaign

The Email Gathering Campaign will automatically email your staff to remind them to gather email addresses for accounts that are coming up for renewal. This is a great way to ensure that you are actively trying to collect email addresses for accounts that do not have one on file!

Setting Up the Email Gathering Campaign

To locate the campaign, first, click "Content Library" in the left navigation bar:

Under the "Other" section, locate the Email Gathering Campaign and select "Customize":

This will install the campaign to your Custom Campaign Library. Click "View/Edit" to start customizing the campaign:

Determine Your Audience

Next, we will confirm who gets the messages and when. The Email Gathering Campaign targets Active Customers with No Email. To audit the segment to confirm who is being targeted, click on "Active No Email" in the "In other words" section:

This will open a new window with the Active No Email Segment that was installed with the campaign. Here, you can confirm that the segment is targeting Accounts with a status "Active" and the email does "Not Contain @":

After confirming the segment for your group, you can close the window to return to the Email Gathering Campaign Sequence page.

When are people from Active No Email added and subtracted from the audience?

Next up, we will confirm when people will be added or removed from the audience. The campaign defaults to add audience members on an "Ongoing" basis. This means that if you obtain the customer's email address they will be removed from the campaign. Alternatively, if you remove a customer's email address they will be added to the campaign.

People in the Active No Email segment will be added to the audience every time you sync your management system and removed when they no longer match your segment.

Steps

The "Steps" section will show you an overview of the campaign.

1. Active account with no email listed - This email asks your staff to gather email addresses for accounts that are coming up for renewal.

2. Event's Relative Days - If you want to make changes to the event's relative days, you can click on the days listed on the far right of each step.

3. Policy > Expiration Date - This campaign uses an Account Date Sequence. The default for this campaign is "Policy > Expiration Date."

4. Pencil Icon - You can click on this icon to edit the email content.

Launching Your Campaign

When you are ready to launch the campaign, set it live by clicking "Launch," on the bottom right corner:

Great job, you've set up the Email Gathering Campaign! If you ever need to edit or delete this campaign in the future, you can locate the campaign by clicking on Marketing>>Custom Campaigns in your left navigation bar.