Email Broadcast Overview¶
AUTO RESPONDERS¶
There are three components to the Email Broadcast system used to send email correspondence to
customer base.
- Automatically issues an email to the customer when an event is triggered in the system.
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Can select from multiple templates
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Can specify Send Properties
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Send From sponsor or company
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Reply goes to sponsor or company
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Blind copy any email specified
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Can specify a note to explain what the auto responder is for, shows in list
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Can specify if Invoice is included in the email
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Can specify if Recurring Order template is included in the email
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Can specify if email should be sent to customer's upline, enroller or sponsor. Note
that upline email requires them to be double opted in.
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Can select events that would trigger the email and then provide conditions

New Order
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New Customer
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Order Status Change
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Customer Status Change
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Customer Type Change
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Subscription Expiration
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New Recurring Order (Autoship)
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Recurring Order Status Change (Autoship)
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Next Recurring Order (Autoship)
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Credit Card Batch Charge Decline (Autoship)
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Rank Change
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New Vendor Payment (Commission Payout)
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Credit Card Expire

Custom Event - these can be custom programmed to your specific rules once
you define them in a ticket and approve the estimate.
- Used to send a general email blast to the field. Can be sent to all customers in database or a
targeted audience based on selection criteria.
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Can select from multiple templates
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Can specify Send Properties

Send From sponsor or company

Reply goes to sponsor or company

NOTE: Outgoing email should always be sent from
MAILER@domainname.com.
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CAMPAIGNS¶
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Can select Customer types, or Vendor types
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Can select status types
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Can use advanced selection criteria based on payment information, order activity or
customer details.
- Used to send a series of emails over time. Common uses include training email series,
product upselling and reorder reminders.
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Can specify templates
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Can specify Send Properties like an email blast
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Can specify the amount of time that passes before this email is sent out
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Setup multiple emails about a subject, specify certain events that cause this
campaign to start, as well as specify that if an action happens you can stop the
campaign.