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Automated Opt-In Reminders

Have you ever wanted to make sure someone gets the option to sign up for your newsletter? You send out a link to sign up for your newsletter, but you want to make sure that those who do not click on the link get a second chance to sign up. Well lucky for you, there is an easy way to do this with our new campaign automation!

For our example, a person fills out a form and gets emailed a link to a subscription management page. However, some recipients do not click the link to go to the subscription page to complete their sign up. You want to identify those contacts so that you can send them a reminder to finish the process of signing up.

To start, we’ll navigate in CRM to Marketing > Campaign Automation, and then click “new” to start a new campaign automation.

When the new campaign automation screen opens, give the campaign automation a name. Kellany_11.16_1

Then save the campaign automation and click “Open Builder”.

Once you are in the builder, you will want to add a submitted form trigger. Just drag the trigger over onto the grid. Then click on the trigger and fill in the display name and select form fields on the right-hand side. You will want to select the form you send out with the link to the subscription page.

Next, you will drag over a series and connect it to your submitted form trigger. Click on the series to give it a display name.

Double-click to open the series to add a send email action to it by dragging it onto the grid. Click on the “send email” action to edit the properties. You will need to set the display name and select email template, subject, from name, and from email address fields. Select the email template you have set up with the subscription link.

Click save and back to go back into the main builder.

After the series, you will want to add an email interaction trigger. Click anywhere in the blank grid to see the triggers and series pane on the right-hand side. Drag over the email interaction trigger and attach it to the series with the green dots. Next, click on the email interaction trigger to edit the properties. Give the trigger a display name, and then select the email you set in the previous series as the “select one or more emails from the preceding series” field. Set the trigger type to email clicked, and then click “select which links”.

In the select links pane, select the checkbox next to the link to your subscription page and click save.

Next, add two series after the email interaction trigger. Attach one from the green dot and one from the red dot.

The series attached by the green arrow is the positive path. This is where your users will go if they clicked the link from the email interaction trigger. Double-click on this positive path series to add an add to list action to add those who clicked through to the subscription link to our newsletter marketing list. Once you open the positive path series, drag over an “add to list” action. Then, click on that action to set its preferences. We will give the action a display name, and we will choose which marketing list to add them to in the “add participant to the following list” field. Next, click save and back to return to the main builder screen.

 

**Note: if these forms are going to be filled out by leads and contacts, and you want to add the leads and contacts to a marketing list, you will need to add two separate “add to list” actions. In one action, select a marketing list for leads, and select a marketing list for contacts in the other “add to list” action.

The series attached by the red arrow is the negative path. This is where your users will go if they did not click the link from the email interaction trigger. Here, we will set the amount of time that needs to pass before someone will receive the follow-up email. Double-click on this negative path series to add another send email action to send the follow-up email to those who did not click the subscription link. Once you open the negative path series, drag over a send email action. Then, click on that action to set its preferences. We will need to set the display name, select email template, subject, from name, and from email address fields. Select the email template you have set up with the subscription link. This will be the follow-up email template with another link to the subscription management page. Then, we will click save and back to return to the main builder screen.

Next, we want to set the amount of time that has to pass before the contact goes to the negative or positive path. In the builder, click on that email interaction trigger. In the properties on the right-hand side, scroll down to the negative path section. Here, we will set it to say that the participant will continue on the negative path if the trigger is not completed—within three days. This is saying that if the email recipient does not click the subscription link within †hree days, we will continue down the negative path and send them the follow-up email.

We’re almost finished! Click on the two blank series at the end of the campaign automation to set their preferences. We will want to give each of them a display name. Then click save.

 

Click publish, and then click publish automation in the pop-up.

Now your campaign automation is running! Anyone who does not click the newsletter sign-up link within three days of submitting the form and receiving the email will be sent a follow-up email. Those who do click the link to go to the subscription page will be added to the newsletter marketing list!

Happy Marketing!

Written by Kellany Mathis, Marketing Success Manager

About the Author:

mm
Kellany Mathis is a ClickDimensions Marketing Success Manager.

2 Comments

  1. Stephan March 21, 2019 at 6:10 am - Reply

    Hi Kellany,

    reading your post there comes one question to my mind:
    Why should I use series containing only one element?
    Is there any advantage in opposite of using the action (e.g. the “Send E-Mail”)?

    Thanks,
    Stephan

    • mm
      ClickDimensions Marketing March 21, 2019 at 8:04 am - Reply

      Thanks for your question, Stephan! This post was originally written when a series was the only way to put actions on the campaign automation builder canvas. You can absolutely just use the action directly now.

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