Creating an automated stream of welcome emails
When someone new subscribes to receive your organization’s emails do you have a way to welcome them -- introducing them to your programs, easing them in, and perhaps finishing with a fundraising ask -- or do they get stuck into the mass email pool with everyone else? Here’s an easy way to use formulas and workflows to set up an automated stream of welcome emails, in order to send a series of introductory emails before your subscriber starts receiving everything else. The assumption is you’ll want to send your emails on Tuesdays and Thursdays (during peak days for email receptivity) during the first month after sign up, which is the “sweet spot” for the person’s interest in your organization. Download the instructions for this solution.
Credit for the automated welcome stream concept goes to Jeff Patrick of Common Knowledge who explained how they used this solution for their client, IFAW, at the recent NTEN conference. Seth demonstrated this proof of concept of implementing this solution on Salesforce.com at today's Bay Area Nonprofit user group meeting. The main advantage is that it's significantly cheaper to do this on Salesforce than on some other CRM solutions.
NOTE: Charles Garzon will soon be posting his instructions for using Salesforce Mobile.
