If you’re using Mailchimp, then we can set up our recommended automation workflows for you, and help you set up your new or existing Mailchimp account.
If you’re using a tool other than Mailchimp, then you can implement similar automations, if possible.
These are the email automations we recommend, which we can set up for you in your Mailchimp account:
We’ll group all subscribers who should be receiving your newsletter with the tag, “Newsletter”.
When we set up and schedule your weekly broadcast newsletter, we’ll set up the recipients to be all subscribers who are in the group “Newsletter”.
If we created an email course for you, we will set it up so that anyone who subscribes to this course will be entered in the Group “[Course] Name of Course”.
We will also set up an automation to temporarily remove the “Newsletter” grouping while a person is actively going through your email course. This ensures they won’t be overwhelmed with too many emails during the week they are going through your course. Once they complete your email course sequence, the “Newsletter” group will be re-applied and they’ll receive your weekly email newsletters going forward.
Whenever someone opts-in for a Content Upgrade on your blog, our WordPress plugin will automatically send that subscriber’s info (name & email) into your Mailchimp account.
We’ll automatically group those people with “Content Upgrade” making it easy to filter by people who’ve opted for a Content Upgrade.
We’ll also set up an automated, conditional*, email that is sent to someone approximately 1 week after receiving a Content Upgrade. This email will “pitch” your email course and allow them to subscribe to it by clicking a link in that email. *This email will only be sent if the person has not yet gone through your course.