amc2014 demystifying mass emailing with free and open source software
Post on 16-Apr-2017
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Michael Z. Daryabeygi
michael@ ginkgostreet.com
@ginkgostreet ~ @ginkgoMZD
888-223-6609
Demystifying Mass Emailing with Free and Open Source Software
#CiviCRM ~ #AMC2014 ~ #FOSSEmail
What to Expect
Overview of Emailing
Guidelines to Follow
Examples with CiviCRM
Workshop on Writing Strategic Emails
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
*
What is Mass Email?
A Broadcast MessageDelivered to Interested PartiesWith a Call to Action
(NOT Un-Solicited SPAM)
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Examples
Newsletters
Events
Donations
Mobilization
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
*?
Key Components
Targeted and Appropriate
A Hook
Clear Messaging
Valuable Content
Clear Call to Action
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
*
Infrastructure
Templates/Design
Collection/Sign-Up
List Management
Scheduling
SMTP (Sending Server)
Metrics
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
CiviCRM Project
CRM = Constituent Relationship Managementhttp://civicrm.org
FOSS = Free(dom) Open Source SoftwareAlternative terms for Free Software - Wikipediahttp://is.gd/fossterms
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
CiviCRM
Open Source License
Truly Customizable
Real-world Feature Set
Built for and by Organizers
Community of Support
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
List Hygiene
Get Opt-Ins
Respect Opt-Outs (Don't SPAM!)
An Opt-Out link is required by law
Run regular dedupes of your list
Allow for easy update of your contact's interests
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Dedupe in CiviCRM
Use integrated forms to avoid duplicates in the first place
Batch dedupe
Manual Dedupe
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Dedupe in CiviCRM
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Sign-Ups
Ask on your homepage
Ask on an issue site/page
Collect more info
Keep a low barrier to participate
Collect in-person sign-ups
Avoid competing channels (fb/twt)
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Sign-Ups
Wordpress Plugins
Drupal Blocks
Stand-alone pages
Drupal Webform
Gravity Forms (coming soon)
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Sign-Ups
Wordpress Plugins
Drupal Blocks
Stand-alone pages
Drupal Webform
Gravity Forms (coming soon)
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Sign-Ups
Wordpress Plugins
Drupal Blocks
Stand-alone pages
Drupal Webform
Gravity Forms (coming soon)
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
List Management
Create Groups explicitly, or automatically with a saved search.
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
List Management
TODO: ElaborateSegmentationA/B Testing
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Create a Mailing in CiviCRM
TODO: ElaborateCreate mailingReview status
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Create a Mailing in CiviCRM
TODO: ElaborateCreate mailingReview status
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Create a Mailing in CiviCRM
TODO: ElaborateCreate mailingReview status
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Create a Mailing in CiviCRM
TODO: Elaborate
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Create a Mailing in CiviCRM
TODO: Elaborate
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Create a Mailing in CiviCRM
TODO: Elaborate
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Mailing Reports
Valuable Content
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Composition
Valuable ContentTo be heard through the noise, provide value to your audience. Respect their time and they will reward you accordingly.
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Composition
~ Appropriate:On MissionTailored to the RecipientConsistent
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Content is King
Establish a reputationReward their attentionPersonalizedEasy to ScanGet them to click-through
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Composition
Template Eye-Catching but simpleDevice Compatible
Build your own zurb.com/ink
https://www.campaignmonitor.com/resources/will-it-work/
or use a toolMail Chimp
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Call to Action
The one thing you want them to do should be obvious.
Donate
Sign
Fill out a form/survey
Register to Participate
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
The Hook
Subject Line TacticsUrgent
Informal
To the Point
Sensational
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Workshop
Form GroupsNewsletter, Event, Mobilization, Donation
Create your Scenario
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Workshop
Exercise OneWrite a content outline.
Write 5-10 One-sentence summations of your message
Create a Targeting (Segment) Strategy
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Workshop
Exercise TwoWhat is your Call to Action?
Write 5-10 One-Sentence Calls to Action
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Workshop
Exercise 3 Write at least 10 Subject Lines
Remember:
Urgent
Transparent
Your Identity
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Workshop
Final Exercise
Score components
Select Top 3 Messages
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Come to DC!
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Thank You!
Come talk to me about Volunteer Management!
Tweet me for a demo @ginkgoMZD
Session Resources and Demo Site:Ginkgostreet.com/amc2014
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
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