Email Broadcast Overview
Introduction¶
Email Broadcast
v 3.0
AUTO RESPONDERS¶
Email Broadcast
V3.0
There are three components to the Email Broadcast system used to send email correspondence to
customer base.
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Automatically issues an email to the customer when an event is triggered in the system.
o
Can select from multiple templates
o
Can specify Send Properties
Send From sponsor or company
Reply goes to sponsor or company
Blind copy any email specified
o
Can specify a note to explain what the auto responder is for, shows in list
o
Can specify if Invoice is included in the email
o
Can specify if Recurring Order template is included in the email
o
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.
o
Can select events that would trigger the email and then provide conditions
New Order
New Customer
Order Status Change
Customer Status Change
Customer Type Change
Subscription Expiration
New Recurring Order (Autoship)
Recurring Order Status Change (Autoship)
Next Recurring Order (Autoship)
Credit Card Batch Charge Decline (Autoship)
Rank Change
New Vendor Payment (Commission Payout)
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.
EMAIL BROADCAST
•
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.
o
Can select from multiple templates
o
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.
o
Can specify a note to explain what the email broadcast is for, shows in list
CAMPAIGNS¶
Email Broadcast
V3.0
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Can select Customer types, or Vendor types
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Can select status types
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Can select email broadcast groups
o
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.
o
Can specify templates
o
Can specify Send Properties like an email blast
o
Can specify the amount of time that passes before this email is sent out
o
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.