Campaign Tutorial: Forced Free Trials

Client Objective

A publishing company is offering its subscribers a 1-month free trial of a new pay-for publication. During the month, participants may receive up to four follow up e-mails – one every 7 days. Once a recipient signs up (i.e. is converted), he or she will receive no further messages.

Step. 1: Create the Campaign Elements

The first step is to create the campaign elements – i.e. the messages and groups that make up the campaign. This is done outside of the Campaign tool. Simply create messages and groups as you normally would in MagnetMail.

For this campaign, users would create these elements:

Element	Name	Description
Create Message	“7day_message”	Message to be sent to members who are 7 days into their trial period.
Create Message	“14day_message”	Message to be sent to members who are 14 days into their trial period.
Create Message	“21day_message”	Message to be sent to members who are 21 days into their trial period.
Create Message	"28day_message"	Message to be sent to members who are 28 days into their trial period.
Create Group	“7 days In”	Group will contain all recipients who are exactly 7 days into their trial period.
Create Group	“14 days In”	Group will contain all recipients who are exactly 14 days into their trial period.
Create Group	“21 days In”	Group will contain all recipients who are exactly 21 days into their trial period.
Create Group	“28 days In”	Group will contain all recipients who are exactly 28 days into their trial period.
Create Group	“Converted”	Group will contain all recipients who were on the prospect list and have been converted to paying customers. The campaign checks against this group to ensure that those who have been converted receive no further messages.

Step 2: Use of a Custom Date Field

Recipients’ “Trial Start Date” is a key data field for this campaign and requires the use of a custom date field. Click here to view instructions for Custom Date Fields. For this examples, name the Custom Date Field “Start Date”.

Step 3: Upload Your List into MagnetMail

Upload the campaign list into MagnetMail as you normally would. Name the group “January_Free_Trial”.