amc2014 fossemail
DESCRIPTION
Presentation and workshop on concepts, tools, and strategies for builk/mass emailing, especially with Open Source Software, CiviCRM.TRANSCRIPT
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 CiviCRMWorkshop on Writing Strategic Emails
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
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What is Mass Email?
A Broadcast MessageDelivered to Interested Parties
With 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
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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 Software“Alternative terms for Free Software” - Wikipedia
http://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 dedupeManual 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 PluginsDrupal BlocksStand-alone pagesDrupal WebformGravity Forms (coming soon)
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Sign-Ups
Wordpress PluginsDrupal BlocksStand-alone pagesDrupal WebformGravity Forms (coming soon)
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Sign-Ups
Wordpress PluginsDrupal BlocksStand-alone pagesDrupal WebformGravity 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 Mission
Tailored to the RecipientConsistent
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Content is King
Establish a reputationReward their attention
PersonalizedEasy to Scan
Get them to click-through
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
CompositionTemplate – Eye-Catching but simple
Device 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.
DonateSign
Fill out a form/surveyRegister to Participate
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
The Hook
Subject Line TacticsUrgent
InformalTo the PointSensational
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:UrgentTransparentYour Identity
Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM
Workshop
Final Exercise
Score componentsSelect 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