Set up the newsletter

SECTION ONE: PROCESS OVERVIEW

TITLE: What are you calling this process?

> Set up the newsletter

SUMMARY: A one-sentence description of the process.

> Create the newsletter for subscribers and send it.

WHY: Briefly explain why the process is important.

> Audiences need to be kept engaged and up to date to the latest news about BTA.

INTERVAL: How often does this process need to be complete?

> Each time a newsletter is available.

SECTION TWO: PROCESS EXECUTION

Video procedure: https://drive.google.com/open?id=1Nc_RAESJuG5MLKiKZmbImEDLAij4N1Nu

STEP #1

There are 2 main parts of this procedure:

1. Have the email prepared in Ontraport

2. Specify the target audience who should receive this email.

To identify the target audience go to Ontraport.com and click on Contacts -> Messages and check the date of the previous newsletter we send out.

Check the excel spreadsheet below to see under column K users who are the target audience. We choose this because they all have a rate of above 20% under OPEN tab. This is our target to check in the future how the last group behaves.

We identify this groups with tags in Ontraport and then select all contacts in each group as seen below:

STEP #2

Once we selected all people in a group we click Email and paste the name of the message under Template

Make sure the email is sent at 4 pm GMT time ( be careful as it might different depending on your time zone). For the last group (with less activity) we send it 2 hours later, at 6 pm GMT to avoid our email being marked as spam on the internet providers side.

STEP #3

Update the spreadsheet above with the number of contacts per each group ( column C )

STEP #4

Make sure to check any contact with suspicious email by checking if there is any activity (emails received, opened).

SECTION THREE: REPORTING

WHO: Who should be the outcome sent to?

> Petra?

WHAT: What are you expecting to see in the outcome?

> Emails sent via ontraport to subscribers.

WHEN: When does the person reviewing the outcome want it?

> As soon as the newsletter is available.

HOW: How should the outcome be delivered?

> Email sent via Ontraport.