Attaching lists before scheduling

On the old platform, I used to be able to attach the lists while still in draft mode. Now even when I attach and save the lists are no longer attached when I go back to work on the email campaign. I often have to  pull/create lists from outside of CC that I load up just for a specific campaign and I don't want to forget I have created the list so it would be helpful if I could attach the list before I am ready to schedule. This was an option on the old platform and I would love to see it brought back or at least an explanation on why it was taken away.

20 Comments
Frankie_P
Moderator
Status changed to: Open Questions

Hi @BoardofTrade what are some cases where you would want to attach your contact list to a campaign before sending or before the draft is finalized?

BoardofTrade
Frequent Participant

Honestly all the time. We send out a lot of event promotion emails and I like to remove people that have already registered. It's helpful if I can do that in advance then attach the revised list to the campaign so it's sitting and ready to go when I receive approval to send. If it's not already attached then I have to remember if I have done that step yet or not and usually repeat the task just to be sure.

NikkiC707
Occasional Participant

Hi - since the new third party editing format was implemented, I can no longer see which groups I've selected before clicking send.  It used to be that I could choose the groups and press save and then I could review the groups to make sure I have the correct ones selected before sending.

 

Also, I just accidentally chose the wrong group and immediately pressed unschedule and it wouldn't allow me to do that...so my email went to the wrong group because it went out instantly.

 

Why has the functionality completely changed?  I get the removal of the copying of legacy emails, but why does everything else have to change with that?

Frankie_P
Moderator
Status changed to: Open Questions

Hi @NikkiC707 where in the email creation process are you looking to see which contact lists were selected? Are you unable to see your lists checked off on the scheduling page?

 

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NikkiC707
Occasional Participant

I'm saying that you used to be able to click Save and it would show the groups selected before pressing send.  That option is no longer there and if an incorrect group was accidentally selected, there's no way of knowing until after you click send.  I saw it after I clicked send and immediately clicked unschedule, but it went out instantly and there was no way for me to stop it.

JulieL34
Super Participant

We just recently encountered a situation where it would have been really helpful to have this feature. We have a small list of spanish-speaking readers and occasionally send an email in Spanish to that list only. Recently we made the error twice of sending it to the wrong list, to people who had never expressed any interest in the Spanish mailings. We've been discussing what to do to have a double check before the email goes out on what list it is going to. As things stand generally, this falls only on the person who actually does the send. There is no way a second proofreader can double check to be sure the settings are right.

BrianJ557
Regular Participant

Please add a "Not Yet" option into the Send screen. And have it default to that option.

We often have to go into Send screen to see the counts based upon applying different filters. Recently we went in to do that, but since "Send Now" is the default, when we exited the email was deployed accidentally.

Frankie_P
Moderator

Hi @BrianJ557

 

Does the "schedule for later" option that is currently available help fit your needs?

 

Frankie_P
Moderator
Status changed to: Open Questions
 
JulieL34
Super Participant

I can't speak for @BrianJ557 but it doesn't seem to me "schedule for later" is a solution. Sometimes you want to be able to see what's happening with the list or segment already assigned, and you don't want to have to set a time on it. There should be a way that you can assign the list it will ultimately go to but keep it in draft mode.

BrianJ557
Regular Participant

I actually misspoke. The "Schedule for Later" is the default when you go into Send mode. It automatically sets a Send Later time for 60 minutes later. 

 

Because there is no Data Reporting area in Constant Contact (which would be very helpful if we want to generate reports) we need to go into the Send area to set up the filters to see the counts. If you are on the Send page setting up filters AND save without changing the default from "Schedule for Later", your campaign will be automatically queued up for Send, even though you only wanted to check the filters. This happened to us once.

 

All I am suggesting is a third option that says: "Not Ready to Send" and that should be the default. But the better option would be a reporting area (with multi-level filtering functions) so we can generate counts for different filtering options, and even generate a .csv report if desired. And do so without going into the send area. 

 

I like the tagging capabilities of CC. But I often need to apply "And/Or" or "And-Not" logic but those muti-level filtering and reporting capabilities are absent from CC.

 

If I need to run an "And-Not" filter, (ABC tag but Not XYZ tag), I need to download the two tags, do some spreadsheet work, and then upload the new data setting up a new tag. A lot of extra work which could be avoided if there were multi-level filtering. 

 

Final comment: Speaking of reports. I need to show our leadership "email effectiveness" reports for our campaigns. It's just a linear report with the rows being the different campaigns, and the columns being the email metrics (Sent, Opened, Bounces, Clicks, etc.) But unless I am missing something in CC, I have to tediously construct this report by going into the reporting of each individual campaign and copying pasting (and transposing) into a spreadsheet.

 

I think every customer of yours would jump for joy with these types of filtering and reporting capabilities.

Frankie_P
Moderator

Hi @JulieL34

 

The good news is if you select a list on the schedule page of your campaign and then save in the top right hand corner, you can exit your campaign with your list selecting being saved.

 

Frankie_P
Moderator

Hi  @BrianJ557

 

Thanks for responding with these details. Have you tried creating your contact list through segments with the tag filters you're working with? This segment feature does allow the multi-level filtering you're looking for. You can then create a list based off this segment, see the total count, and schedule your campaign to this list instead. 

 

As for your reporting, what data reporting are you looking for? Does the information available on sent campaigns in the Reporting tab of your account help fit your needs? Campaign reportings are available to be exported into a spreadsheet. You can also compare multiple campaigns at once and export this as well.

JulieL34
Super Participant

Frankie_P

The problem with your "workaround" - the thing I am trying to avoid - is that when you save after you select a list, you have to actually schedule the email, even though you may not know when it will be ready to go out. Especially if you are experimenting with your layout, you may have several emails in progress, only one of which will ultimately be used. So you don't want to run the risk of having one accidentally go out because you werne't paying super close attention to the campaigns that are really only temporary and will probably not be sent (or most of which will not be sent).

BrianJ557
Regular Participant


"So you don't want to run the risk of having one accidentally go out because you werne't paying super close attention to the campaigns that are really only temporary and will probably not be sent (or most of which will not be sent)."

 

Exactly (this happened to us).

Frankie_P
Moderator

Hi @JulieL34

 

Users actually have the ability to select "Save" on the scheduling page without having to schedule their campaign. Does this separate save option appear for you? Clicking save and not schedule will allow you to exit the campaign while it is in draft with your selected contact lists still be saved.

 

Frankie_P
Moderator
Status changed to: Gathering Information
 
BoardofTrade
Frequent Participant

As the original poster, I can confirm I am now able to attach lists as I am working on the email, hit save, come back to the email at a later date and the lists are still attached and ready for scheduling when the campaign is ready. Thanks

Frankie_P
Moderator

Hi @BoardofTrade

 

Thanks for confirming this feature does work for you! Because of this we are going to close this idea. This doesn't mean that we aren't listening to your feedback! Please feel free to comment or vote on any of the other open ideas to let us know what you would like to see.

Frankie_P
Moderator
Status changed to: Closed - No Action
 
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