✏️Prompts

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