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New Client Email Campaign

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KeithR13
Campaign Contributor
0 Votes

I have a New Client Email campaign and I want to send it to all new clients. How can I do this? Is there a way to tag the contact or trigger an email campaign to start when a new contact is added to a list?

1 ACCEPTED SOLUTION
William_A
Administrator

Hello @KeithR13 ,

 

Some options for the initial sendout, to contacts you already have, are:

 

Once you've sent the initial, standalone email to your existing newer contacts, you can setup automation for future additions:

  • Set up a welcome email to trigger from new list additions that result from sign up form entries (one per account can be active).
  • Set up an automated series for a simple chain of emails, or to have multiple different welcomes available based on list additions / sign ups used.
  • Set up an automation path for a particularly advanced way to engage your newly added contacts across both email and SMS (if you have the addon).

 

Make sure to check the Plans & Pricing page of your account to see what features and functionalities are available, and then you can decide based on that and your current contacts setup for how to proceed.


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support

View solution in original post

4 REPLIES 4
William_A
Administrator

Hello @KeithR13 ,

 

Some options for the initial sendout, to contacts you already have, are:

 

Once you've sent the initial, standalone email to your existing newer contacts, you can setup automation for future additions:

  • Set up a welcome email to trigger from new list additions that result from sign up form entries (one per account can be active).
  • Set up an automated series for a simple chain of emails, or to have multiple different welcomes available based on list additions / sign ups used.
  • Set up an automation path for a particularly advanced way to engage your newly added contacts across both email and SMS (if you have the addon).

 

Make sure to check the Plans & Pricing page of your account to see what features and functionalities are available, and then you can decide based on that and your current contacts setup for how to proceed.


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support
KeithR13
Campaign Contributor
0 Votes

Hello William, 

 

Thank you for your reply and all the details. 

 

If I set up the automation does the new list addition have to come from a sign up form?  

 

My business uses a service to secure leads.  The lead/contact opts in to being contacted by my company during their intake with the lead service.  Unfortunately, the contact does not sign up on our sign up form, so I manually enter the contact into our new client list in constant contact.  

 

I would like for my entry to trigger the welcome email campaign.  Is this possible?

 

 

 

William_A
Administrator

If it's a welcome email automation, it will only have the one step, and only trigger off of sign-up form additions.

 

An automation series or path will trigger off any new list additions, regardless of whether you move the contacts into the list, they add themselves via a form, etc.


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support
KeithR152
Rookie
0 Votes

Thank you for the clarity!

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