New Client Email Campaign

[KeithR13]

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?

[William_A · Accepted solution]

Hello @KeithR13 ,

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

• If you've tagged the newer contacts in a particular way, you could use narrow-by-tag while scheduling the initial email sendout (not available for accounts with over 10k contacts).
• You could also go through all your contacts, sort them by Date Added, then select them and add them to a list (or create a new one during the process) to send the initial email directly to.
• You can segment your contacts based on date added, then add that segment to a list or send directly to the segment for the initial sendout.
• If the email has already been sent out, you can select the contacts you want to send to, or a list they're in, and use the Resend to New Contacts feature.

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.

[KeithR13]

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]

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.

[KeithR152]

Thank you for the clarity!