amc2014 fossemail

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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

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Presentation and workshop on concepts, tools, and strategies for builk/mass emailing, especially with Open Source Software, CiviCRM.

TRANSCRIPT

Page 1: Amc2014 fossemail

Michael Z. Daryabeygi michael@ ginkgostreet.com @ginkgostreet ~ @ginkgoMZD 888-223-6609

Demystifying Mass Emailing

with Free and Open Source Software

#CiviCRM ~ #AMC2014 ~ #FOSSEmail

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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

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Examples

Newsletters Events Donations Mobilization

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM *?

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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

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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

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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

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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

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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

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Dedupe in CiviCRM

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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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

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Sign-Ups

Wordpress PluginsDrupal BlocksStand-alone pagesDrupal WebformGravity Forms (coming soon)

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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Sign-Ups

Wordpress PluginsDrupal BlocksStand-alone pagesDrupal WebformGravity Forms (coming soon)

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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Sign-Ups

Wordpress PluginsDrupal BlocksStand-alone pagesDrupal WebformGravity Forms (coming soon)

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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List Management

Create Groups explicitly, or automatically with a saved

search.

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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List Management

TODO: ElaborateSegmentationA/B Testing

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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Create a Mailing in CiviCRM

TODO: ElaborateCreate mailingReview status

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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Create a Mailing in CiviCRM

TODO: ElaborateCreate mailingReview status

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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Create a Mailing in CiviCRM

TODO: ElaborateCreate mailingReview status

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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Create a Mailing in CiviCRM

TODO: Elaborate

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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Create a Mailing in CiviCRM

TODO: Elaborate

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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Create a Mailing in CiviCRM

TODO: Elaborate

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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Mailing Reports

Valuable Content

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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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

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Composition

~ Appropriate:On Mission

Tailored to the RecipientConsistent

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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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

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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

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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

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The Hook

Subject Line TacticsUrgent

InformalTo the PointSensational

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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Workshop

Form GroupsNewsletter, Event, Mobilization,

Donation

Create your Scenario

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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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

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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

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Workshop

Exercise 3 Write at least 10 Subject Lines

Remember:UrgentTransparentYour Identity

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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Workshop

Final Exercise

Score componentsSelect Top 3 Messages

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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Come to DC!

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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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