Exercise - Refresh Non Recurring (Campaign)
This exercise to help you build Refresh Non Recurring based campaigns.
You can use these to:
Leave the door open and add new contacts through the lifespan of the campaign
Website sign up campaigns, e.g. thanks for signing up for hints & Tips, thanks for registering for the event...
Preference based campaigns, a contact meets a condition of the group used for the campaign and is sent a email.
Step 1.
Non CRM Integrated:
Create a new CSV file and import to a new group called your name Refresh via "Audience" and "CSV Import"
If you need help on creating a group via import CSV please see the Online Help.
CRM Integrated:
Please create the audience in CRM but make sure the group is Refresh/Dynamic
Step 2.
Create a new campaign called "your name Refresh Non Recurring"
Click add
Note: If you are integrated make sure your campaign is passed across from your CRM with your refresh/dynamic audience group
Step 3.
Within the details section select the action type of "Refresh Non-recurring"
Important!
Make sure the close date is at the point you no longer wish to add in new audience members.
Step 4.
A. Select the audience tab
B. Browse and select your audience (If using CRM your audience should already be attached.
C. Count audience!
Step 5.
Select the email tab, browse for an email of your choice and provide a subject line.
Attach Email.
Step 6.
Test the campaign!
Save & Close
Step 7.
Step 8.
Non CRM Integrated:
Now repeat Step 1 but this time add in a new test contact to the same audience group that is attached to your campaign.
If you need help on creating a group via import CSV please see the Online Help.
CRM Integrated:
Update the audience group in CRM with a new test contact but make sure the group is Refresh/Dynamic
Now hang out by your inbox!
