Campaign Tutorial: Promoting Conferences and Seminars

Client Objective

Organization XYZ is holding its annual 2-day conference on Friday, April 30 and wants to use e-mail as a key part in the recruitment effort. Specifically, it wants to use e-mail in the following ways:

To send the initial invitation to all its members 6 weeks prior to the conference.
To send a first reminder to all members who have not registered 4 weeks prior to the conference.
To send a second reminder to all members who have not registered 2 weeks prior to the conference.

Once a recipient registers, they should receive no further messages from the campaign.

Step. 1: Create the Campaign Elements

First 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	“Initial Invite”	The initial invitation message.
Create Message	“First Reminder”	The first message for members who received the initial invite, but have not signed up for the conference.
Create Message	“Second Reminder”	The second message for members who received the initial invitation, but have not signed up for the conference.
Create Group	“Conference_ Prospects”	All the members who will recieve the Initial Invitation message.
Create Group	“First reminder group”	Members who received the initial invitation and have not signed up 4 weeks prior to the conference will be added to this group.
Create Group	“Second reminder group”	Members who received the initial invitation and have not signed up 2 weeks prior to the conference will be added to this group.
Create Group	“Registered for Conference”	This group contains members who have registered. MagnetMail will check against this group to ensure those who have registered do not receive future messages from the campaign.

Step 2: Upload the Main Prospect List

Once the campaign’s groups and messages are created, upload the all members list into the group "Conference_Prospects".