Campaign Tutorial: Membership Renewal

Client Objective

ABC Association wants to use e-mail to automate part of its membership renewal process. It will create a campaign that sends its members a series of three messages at 60, 30 and 5 days prior to their expiration date. Once recipients renew their memberships, they will receive no further messages from the campaign.

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.

Element	Name	Description
Create Group	“Expire_60days”	Group will contain all recipients who are exactly 60 days from their expiration date.
Create Group	“Expire_30days”	Group will contain all recipients who are exactly 30 days from their expiration date.
Create Group	“Expire_5days”	Group will contain all recipients who are exactly 5 days from their expiration date.
Create Group	“Renewed”	Group will contain all recipients who were on the original list and actually renewed during the campaign. The campaign will check against this group to ensure that those who have renewed receive no further campaign messages.
Create Message	“Expire_60days”	Message to be sent to members who are exactly 60 days from their expiration.
Create Message	“Expire_30days”	Message to be sent to members who are exactly 30 days from their expiration.
Create Message	“Expire_5days”	Message to be sent to members who are exactly 5 days from their expiration.

Step 2: Use of a Custom Date Field

Recipients’ “Expiration 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 example, name the Custom Date Field “Expiration Date”.

Step 3: Upload Your List into MagnetMail

Upload the campaign list into MagnetMail as you normally would. Name the group "Renewal_Campaign”.