Mailings: Advanced Mailings: New Sequential Mailing Wizard

Sequential mailings are a feature of ListManager Enterprise, and are unavailable for standard or Pro ListManager. Contact your account representative at sales@lyris.com if you'd like to upgrade to ListManager Enterprise.

Sequential mailings are a series of triggered mailings sent out in sequence, at predetermined time intervals, to each member who meets the criteria of a single triggered segment. The intervals are set here, and the individual Contents associated with each mailing in the sequence are selected here. The Sequential Mailing wizard allows you to quickly create a sequentially triggered mailing in one step. It also references the trigger created in Segments: New Triggered Segment. The sequential mailing wizard must be used to set up the individual times and contents for each mailing to be sent out.

Using the Sequential Mailing Wizard

The sequential mailing wizard is set up to be intuitive and easy to use. The correct segments and triggered mailings must be set up prior to using the sequential mailing wizard.

Name

Select a name to identify your sequentially triggered mailing. This name is not seen by message recipients, so label the mailing in a way that will help you to identify it later in the Mailings main page. 70 characters are allowed in the Name field.

Trigger

Select the desired trigger from the drop-down menu. In order for triggers to appear here they must first be created in Segments, by clicking on create new triggered segment.

Track opens

Allows you to track what percentage of your messages were opened by recipients who can see HTML. Opens cannot be tracked for recipients who cannot see HTML.

If a user opens a message using two different clients (e.g., their email client and a web browser), two opens will be recorded, skewing your results.

If you send a text-only message, an HTML message will created and added to your message. Your message will be sent as a multipart-alternative message, since opens cannot be tracked for text-only messages.

Detect HTML capability

Allows you to track whether or not a recipient is able to read HTML. If the recipient can see HTML, the recipient's member record will be updated with that information.

If you send a text-only message, an HTML message will created and added to your message. Your message will be sent as a multipart-alternative message, since HTML capability cannot be detected for text-only messages.

Time after the Trigger Event

The times are set up for each individual mailing in the series. Each time starts counting from the trigger event, not from the previous mailing in the series. So, if the first time is 1 day after the trigger event, and the second time is 3 days after the trigger event, the second mailing will occur 3 days after the trigger event, rather than 4 days.

Select the number of hours/days/weeks/months/years before or after the trigger event the mailing should run. ListManager will see that the triggered event has occurred, and that the member(s) qualify to receive the mailing, but will not send the mailing immediately; rather it will delay it by the time specified here. For instance, if a member purchased an item on August 29th, 2003, you can then send the mailing 2 days after the purchase (the trigger event) rather than immediately upon the purchase. Then the setting would be "2 days afterwards". The "before" option is for future triggers that you may anticipate, such as a member birthday or join date anniversary. This would send the triggered mailing the set time prior to the upcoming event (i.e. birthday).

Content

Select the Content to be associated with the sequentially triggered mailing. In order for the Contents to appear here they must have been previously created in Contents.

1. Mailings

2. Mailings: New Mailing

3. Mailings: Approval

1. Mailings: Need Approval: Edit Mailing: Message Body

2. Mailings: Need Approval: Edit Mailing: Message Header

3. Mailings: Need Approval: Edit Mailing: Recipients

4. Mailings: Need Approval: Edit Mailing: Schedule

4. Mailings: Mailing Status

1. Mailings: Mailing Status: All Outgoing Mailings by Date

2. Mailings: Mailing Status: Currently Active Mailings

3. Mailings: Mailing Status: Completed Mailings

4. Mailings: Mailing Status: Mail Queues