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Campaign Tutorial: Recruiting for a Web Conference
(Using MagnetMail's Survey Tool)

MagnetMail’s Survey and Campaign tools are highly complimentary. When used together, they can make your e-mail marketing more effective and less time consuming. This tutorial relies on the one example of an organization using the survey and campaign tools to recruit for a web conference. There are many other uses as well.

Client Objective

Organization ABC is hosting a web conference for its customers/members. The event is being offered at two times: Tuesday, March 15 at 10:00 am, and Wednesday, March 16 at 2:00 pm. ABC wants to its e-mail recruitment campaign to have this structure:

  • All list members will receive an initial invitation that contains a form to sign up for Tuesday or Wednesday.
  • If a recipient responds “Tuesday”, he will receive a confirmation message with Tuesday ’s login information.
  • If a recipient responds “Wednesday”, he will receive a confirmation message with Wednesday’s login information.
  • Three days prior to the first web conference, a “Last Chance” message will be sent to recipients who did not respond to the first message.

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” An initial invitation message containing a survey question asking if recipient will attend or Tuesday or Wednesday”. Days must be displayed as separate answer options.
Create Message “Tuesday Confirm” A confirmation message for recipients who respond “Tuesday”.
Create Message “Wednesday Confirm” A confirmation message for recipients who respond “Wednesday”.
Create Message “Last Chance Invite” A second invitation to be sent to recipients who did not respond to the initial invitation.
Create Group “Tuesday Attendees” Recipients responding “Tuesday” will be added to this group
Create Group “Wednesday Attendees” Recipients responding “Wednesday” will be added to this group.
Create Group “No Response” Recipients who did not respond to the initial invitation will be added to this group.

Step 2: Upload Campaign List and Test Messages to Display Answers

Once the campaign groups and messages are created, upload the list of campaign recipients into a group (e.g. Webinar_Prospects).


Users must send themselves a test message and select all possible answer options in the survey. Here’s why: in the next step, actions are created based on a recipient’s response to the survey. These responses can only be displayed as selectable options after they have been selected at least once.