Action Emails
- 31 Jul 2023
- 6 Minutes to read
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Action Emails
- Updated on 31 Jul 2023
- 6 Minutes to read
- Print
- DarkLight
- PDF
Article Summary
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The Action Email option allows you to set up automatic emails for groups of contacts when a specific platform action occurs, such as a club membership anniversary or a first-time order. The system makes daily checks, adding touches to your queue, where the emails wait to be automatically sent to these contacts.
General Tab
1. Give your action email a Name. Select a Category for the action email to be under. Select the appropriate Action.
2. In the Email Document field, select the email document to use and check the Active box and Apply Changes.
General Tab Contents
| Name | Name of your action email. (e.g., Club Anniversary, First Website Order, etc.) **Mandatory Field** |
|---|---|
| Category | There are three categories to choose from, each with its own set of actions; Club (club members), Contact (general customers purchasers - this may include club members), and Order (based on specific order actions). |
| Action | Actions are an event or trigger that causes an action email to be sent. Each category (Club, Customer, and Order) has different action triggers. |
| Email Document | You will select the email document sent from the dropdown when your action email is triggered. If you have action email documents already created, these will appear in the dropdown menu. If you select 'Create New Email Document,' a pre-populated WineDirect template document will be added to the Document tab of your email template. You will want to review the template document before marking it as active. Some of the default emails include highlighted content that you will want to fill in and personalize before activating the email. |
| Active | For your action email to work, it must be marked as active. Action emails are marked as inactive by default. If you use a default WineDirect action email document, you will want to preview the content before marking it as active to ensure your content is customized to fit your brand. |
Depending on which Category and Action you've chosen, fields that specifically relate to the Action will appear. For the Send Email In X Days field, the value cannot be left at 0.
Action emails will auto-send on a specific day (triggered by the Action) at 7:45 am Pacific. Note that it doesn't send on the same day. If an Action Email is triggered to send on the same day that you created the Action Email, it will send out the next day at 7:45 am Pacific. If the email is sent before the end date, the auto-populating usernames and passwords associated with the email will not populate until that date.
Category and Actions Options
There are four different Category options, with specific trigger Actions for each. Read the following text to learn more:
Club Category
| Anniversary | An action email will be generated for the anniversary date of the club member's signup. An anniversary email will be added to your action email queue ten days before a club member's anniversary date. If desired, this allows you time to preview and customize the email for an individual club member. |
|---|---|
| Expired Card | An action email will be generated a specified number of days after a club member's card on file expires. You can set the days the email goes out after a card expires. An expired card email will be added to your action email queue ten days before the email will be sent. You can create multiple expired card emails - notice the day after, 30 days after, and 60 days after. You will need to create a separate action email for each parameter. |
| Expiring Card | An action email will be generated several days before a club member's card expires. You can set the number of days the email goes out before the card expires. An expiring card email will be added to your action email queue ten days before the email will be sent. Like the expired card email, you can create multiple expiring card emails so that club members have numerous reminders to update their credit card information. |
| First Time Member | An action email will be generated several days after customers sign up for their first wine club membership. You can set the days the email goes out after a club member signs up. A new membership email will be added to your action email queue ten days before the email will be sent. |
| New Membership | An action email will be generated several days after a customer signs up for a new club membership. You can set the days the email goes out after a club member signs up. A new membership email will be added to your action email queue ten days before the email will be sent. |
Club Category emails will only apply to club members with active memberships.
Contact Category
| Birthday | An action email will be generated for a contact's birth date. This will include any contact in your contact database regardless of whether they have purchased. If a contact is in the system with a date of birth, they will be added to your queue and sent a birthday email. A birthday email will be added to your action email queue ten days before a contact's birthday. You will be able to search for emails and view and modify any individual email within the queue. If desired, this allows you time to preview and customize the email for an individual contact. |
|---|---|
| New Contact | An action email will be generated for new contacts who have recently created a contact record within your database. This will include any contact regardless if they have purchased or not. A New Contact email will be added to your action email queue ten days before sending the email document. You will be able to search for emails and view and modify any individual email within the queue. If desired, this allows you time to preview and customize the email for an individual contact. |
Order Category
| Abandoned Cart | An action email will be generated within 24 hours of customers abandoning their shopping carts. It will be sent automatically several days after the cart is abandoned. You can set the days between the cart being abandoned and the day the action email is sent to the customer. Please Note: Only abandoned carts where customers entered their email addresses before abandoning their cart will apply. |
|---|---|
| New Order Email | An action email will be generated when a customer makes a purchase. There are several parameters for a new order action email which will allow you to create one email to cover all purchasers or create and tailor specific emails for different order types (Website, Mobile, iPad, Admin Panel, Club Order, Telemarketing, Facebook, POS/Tasting Room) and custom type (1st Time Customer, Repeat Customer, Club Member). Check off the parameters you wish to filter, and the WineDirect platform will select individuals who meet the qualifying parameters and add them to your email queue. In addition, you can set the number of days between the customer's Order and the day the email will be sent. An order email will be added to your action email queue ten days before the email will be sent. |
46 Brix Category
46 Brix Action Emails will only be sent to customers with an active or expired 46 Brix Membership.
| Expired Membership | An action email will be generated when a customer's 46 Brix membership has expired. You can set the days the email goes out after the membership expires. An Expired Membership email will be added to your action email queue ten days after the email is sent. |
|---|---|
| Expirying Membership | An action email will be generated when a customer's 46 Brix membership is close to expiring. You can set the days the email goes out before the membership expires. An Expiring Membership email will be added d to your action email queue 60 days before the email is sent. |
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