AMC2014 Demystifying Mass Emailing with Free and Open Source Software

Michael Z. Daryabeygi
michael@ ginkgostreet.com
@ginkgostreet ~ @ginkgoMZD
888-223-6609

Demystifying Mass Emailing with Free and Open Source Software

#CiviCRM ~ #AMC2014 ~ #FOSSEmail

What to Expect

Overview of Emailing

Guidelines to Follow

Examples with CiviCRM

Workshop on Writing Strategic Emails

Demystifying Mass Email with Free Software #FOSSEMAIL #AMC2014 #CiviCRM

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What is Mass Email?

A Broadcast MessageDelivered to Interested PartiesWith a Call to Action

(NOT Un-Solicited SPAM)


Examples

Newsletters

Events

Donations

Mobilization


*?

Key Components

Targeted and Appropriate

A Hook

Clear Messaging

Valuable Content

Clear Call to Action


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Infrastructure

Templates/Design

Collection/Sign-Up

List Management

Scheduling

SMTP (Sending Server)

Metrics


CiviCRM Project

CRM = Constituent Relationship Managementhttp://civicrm.org

FOSS = Free(dom) Open Source SoftwareAlternative terms for Free Software - Wikipediahttp://is.gd/fossterms


CiviCRM

Open Source License

Truly Customizable

Real-world Feature Set

Built for and by Organizers

Community of Support


List Hygiene

Get Opt-Ins

Respect Opt-Outs (Don't SPAM!)

An Opt-Out link is required by law

Run regular dedupes of your list

Allow for easy update of your contact's interests


Dedupe in CiviCRM

Use integrated forms to avoid duplicates in the first place

Batch dedupe

Manual Dedupe


Dedupe in CiviCRM


Sign-Ups

Ask on your homepage

Ask on an issue site/page

Collect more info

Keep a low barrier to participate

Collect in-person sign-ups

Avoid competing channels (fb/twt)


Sign-Ups

Wordpress Plugins

Drupal Blocks

Stand-alone pages

Drupal Webform

Gravity Forms (coming soon)


Sign-Ups

Wordpress Plugins

Drupal Blocks

Stand-alone pages

Drupal Webform



Sign-Ups

Wordpress Plugins

Drupal Blocks

Stand-alone pages

Drupal Webform



List Management

Create Groups explicitly, or automatically with a saved search.


List Management

TODO: ElaborateSegmentationA/B Testing


Create a Mailing in CiviCRM

TODO: ElaborateCreate mailingReview status









TODO: Elaborate



TODO: Elaborate



TODO: Elaborate


Mailing Reports

Valuable Content


Composition

Valuable ContentTo be heard through the noise, provide value to your audience. Respect their time and they will reward you accordingly.


Composition

~ Appropriate:On MissionTailored to the RecipientConsistent


Content is King

Establish a reputationReward their attentionPersonalizedEasy to ScanGet them to click-through


Composition

Template Eye-Catching but simpleDevice Compatible

Build your own zurb.com/ink

https://www.campaignmonitor.com/resources/will-it-work/

or use a toolMail Chimp


Call to Action

The one thing you want them to do should be obvious.

Donate

Sign

Fill out a form/survey

Register to Participate


The Hook

Subject Line TacticsUrgent

Informal

To the Point

Sensational


Workshop

Form GroupsNewsletter, Event, Mobilization, Donation

Create your Scenario


Workshop

Exercise OneWrite a content outline.

Write 5-10 One-sentence summations of your message

Create a Targeting (Segment) Strategy


Workshop

Exercise TwoWhat is your Call to Action?

Write 5-10 One-Sentence Calls to Action


Workshop

Exercise 3 Write at least 10 Subject Lines

Remember:

Urgent

Transparent

Your Identity


Workshop

Final Exercise

Score components

Select Top 3 Messages


Come to DC!


Thank You!

Come talk to me about Volunteer Management!

Tweet me for a demo @ginkgoMZD

Session Resources and Demo Site:Ginkgostreet.com/amc2014


Technology

AMC2014 Demystifying Mass Emailing with Free and Open Source Software