Build a year-end email send schedule and stop rule Prompt
Prompt
Help me schedule our year-end emails and make sure anyone who gives stops getting reminders. Our email or donor tool: [TOOL NAME] Main email send date: [DATE] Reminder 1 send date: [DATE] Final reminder send date: December 30 Donors in each group: [PASTE COUNTS BY GROUP] Please give me: 1. A send calendar table: Date, Time, Email, Group, Who receives it, Who is excluded. 2. A stop rule: exactly which donors to remove before each reminder (anyone who has given since the main email, plus unsubscribes and bounces). Explain how to apply it in [TOOL NAME] using general steps (segments, exclusion lists, suppression lists or tags). If you're not sure how [TOOL NAME] does this, say so and give the steps in general terms instead of guessing. 3. If our donations and our emails are in separate systems, a simple manual process: how to export new gifts each morning, match them to the email list by email address or donor ID, and update the exclusion list before each send. 4. A pre-send checklist: test sends, merge fields filled for every donor, links working, unsubscribe link present, correct sender name, the right version going to each group. 5. A suggested send time for each email, with your reasoning, and a note that our own past results should win if we have them. Use only the dates and counts I've provided.
Watch out for
Control: Send a test of every version to yourself before scheduling, and re-check the stop rule before each reminder goes out.
Used by
Marketers