As the new product manager for our Automation Tools, I wanted to take the time to talk about our current tools, where we are with them, and where we are going.
Which features fall under Automation:
Birthday & Anniversary Emails
Resend to Non-Openers
What’s right around the corner?
Starting this month and throughout January we will be rolling out some great improvements to how you automate emails.
A new type of automated series: Email Behavior Triggers! Start a series of emails to contacts based on how they engage with your trigger email; whether they just opened it, or if they click a specific link inside of that email.
A shiny new interface! Easier to read at a glance, quicker to set up,
Copy. You mean I can finally copy an automated series? Yes. No more recreating all your work from scratch. Note: this will only be the case for newly created series.
Where are we going?
With a renewed investment in building out our automation toolset, we are very excited to deliver more features and a better experience for you in 2019.
More flexibility and functionality. A typical series reads like this: “a contact does something, send an email, send an email, send an email”. We would like to spice up that formula and add more actions inside a series; for example, move contacts between lists, give them a specific contact detail or even add them to a different automated flow.
More trigger types. As we build more integrations with 3rd parties or encourage the use of our Segmentation tools, we want to make sure all those products tie in nicely with our automation tools.
Better reporting. With so many moving parts in an automated series, it can be hard to see if you are truly accomplishing the goal of that series. We want to give better insight into how a series is performing and provide suggestions on how to get more contacts through it.
With all that being said, I hope this forum can be a place for discussion about all things Automation. What types of campaigns do you use automation for? What has been working and what hasn’t? What types of features would you like to see in the future? How do you use our existing features in creative ways?
I’m looking forward to keeping in touch. Happy holidays and a happy new year!
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I wanted to chime in on this thread regarding the lack of Forward to a Friend in the third-generation editor. The simplest answer is that due to lack of usage in our previous editor (both our users inserting this link, and recipients using this link) we decided not to implement the feature. We also wanted to solve for cases where this feature was used as a workaround (such as getting around possible display issues), with other features or improvements to the editor. With our current editor being under active development, we want to focus on the latest and greatest features that will bring as much value as possible to our users. While I can understand that some users found this feature valuable, our plan is not to rebuild the second-generation editor, but rather to learn from its mistakes/successes to create a new, best-in-class editor.
To address some of the concerns around the lack of this feature:
Display concerns: some folks like the peace of mind knowing that users can see a “clean-copy” of their email. As a work-around for this I would recommend including the recently released feature, “View as Webpage”. This will link to the web version of your email without any potential display issues, and it will not have any personal information of the original recipient.
Referrals and new signups: we recommend including a link to a signup form within emails that you’re hoping will be referred along.
Roadmap: we are currently developing a feature called “Social Share Bar” which will enable the ability for emails to be shared on social sites like Facebook and Twitter. This is on par with a feature in our second-generation editor; however we’ll be taking a slightly different approach to how this works and is placed within emails. The hope is that this feature will be another way to get emails shared on more channels and therefore attract more subscribers.
I love all the feedback I’ve been reading on the third-generation editor and the team is looking forward to continuing to deliver awesome new features into 2018. Stay tuned for some great new features coming out first thing in January!
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We appreciate the feedback and I wanted to take the time to give you an update on some of the features you mentioned, and some clarity on how we’ve prioritized them.
Google Analytics: We prioritize feature work based off many feedback channels, as well as usage from our 2nd Generation Editor. We haven’t ruled this off the roadmap, but it has been lower in priority compared to some other features.
Search Past Campaigns: Since moving a majority of our users to the new Toolkit platform we’ve worked on adding improvements to the campaigns interface. Search is on the roadmap, however I don’t have a solid timeframe.
Enhanced Reporting: We have a feature called “Compare Campaigns” on the Reporting page, and we’re actively exploring an A/B testing feature for sending campaigns. What other kinds of reporting are you looking for?
Customize Contact List View: This is great feedback and something we’re considering building for the longer-term vision of Contact Management.
Personalization: Merging a contact field into the subject line is something we have wanted to explore but is lower on the priority list. This is great feedback and hopefully we’ll have a more concrete timeline soon.
Better Tracking Capability: We’re planning out better ways to view “Contact Growth Reports” and integrate with 3rd parties to provide more holistic reporting.
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@DebL3 I would love to follow-up regarding this feature request, and maybe why it's taken longer than hoped to develop. In reality, it was one of the least used features in our previous editor. By that I mean, end users (your recipients) very rarely used the "forward to friend" link, favoring the email client forward instead. For example, more people would use the forward button in, say, Gmail, rather than a forward link in the actual email, or the footer. Considering some of the other list growth tools we provide (website sign-up forms, Facebook sign-up forms, mobile apps, or just a "Join my List" link in the email), we saw Forward to Friend as the least effective of the bunch. However we've been looking into additional tools and options to help drive growth in new ways, possibly including forward to friend. Would love to know your thoughts or suggestions!
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