Automated email: Emails that are scheduled to be sent automatically when certain trigger occurs (such as an automatic welcome email being sent to a new follower).
Broadcast email: Emails that are sent one time to the entire community or a segment of your community (such as a flash sale or monthly newsletter)
Setting up an email campaign:
Community Building
Promotion and Upsell
Retention Emails
Community Building
Welcome to the Community (AUTOMATION)
Send an email to new members of your community to share more about your offings, special upcoming events, how to best reach you and more.
When to send it: Immediately after added to Mailing list
What we recommend you include:
How to set it up:
2. Click Welcome New Subscribers
3. Build a single campaign or onboarding series
4. Build out Subject, Content and click on "Start Sending"
Birthday Email (AUTOMATION)
Birthday emails are a great way to connect with your members right around the time of their special day. By default, arketa will add the birthday tag to the email in the client profile so all you need to do is set it up!
When to send it: 3-5 Days before member's birthday
What we recommend you include:
How to set it up:
2. Click Say 'happy birthday'
3. Design email and click next
Trigger
Schedule
Subject line + body
4. Tap Start Sending
Anniversary Email (AUTOMATION)
How to set it up:
2. Tap on Audience added date
3. Tap on Edit next to Trigger to be when you'd like the anniversary to occur, 30 days, 1 year etc.
3. Edit date and click Update Trigger
4. Edit email body, subject line and design click Next + Start Sending
Members only Email (BROADCAST MARKETING)
Send email to members only such as special perks, members only updates and to make them feel special.
When to send it: When you have special updates, perks and more.
What we recommend you include:
How to set it up:
Tap on Campaigns --> Create Campaign
2. Segment email to only send to Tags --> contacts is tagged Platform Subscriber
Promotion and Upsell
Non-members to membership (BROADCAST MARKETING)
Send emails to customers, to remind them the value membership or offer a special discount.
When to send it: When you have a bunch of non-members you'd like to offer a special deal on memberships.
What we recommend you include:
How to set it up: Same as above expect Tags --> contact is not tagged --> Platform_Subscriber. To get even more specific you can find contacts who are not subscribers and are taking class.
Add second tag
Custom Engagement --> Booked Class --> Has occurred within --> 1 month
Custom Engagement --> Unlocked Video --> Has occurred within --> 1 month
Special offers or referral offers (MARKETING)
When to send it: Whenever you'd like to highlight a new feature, celebrate a holiday and promote new purchase.
What we recommend you include: A reward such as 20% off all class packages etc.
How to set it up: Click here!
Retention Emails
We miss you email (SINGLE-SEND)
When to send it: After 30 days if a student hasn't booked a class or watched a video.
What we recommend you include: A gentle reminder to come back to take with you!
How to set it up:
2. Segment email to only send to
Tags --> Custom Engagement Booked Class --> Has not occurred within 1 month
Membership cancellation (AUTOMATION)
When to send it: Immediately after a student cancels.
What we recommend you include: An offer or reason to come back. You can create this special offer inside of arketa packages.
How to set it up:
2. Tap on Email subscribers when they're tagged
3. Edit date and settings to be "Cancelled Subscriber"
4. Edit email body, subject line and design click Next + Start Sending
Help! I can't find my classic automations
