New Basic Email

The ‘New Basic Email’ feature in the Email Marketing module of Retention CRM allows Associations, Chambers of Commerce and Nonprofits to create and send targeted email campaigns to their contacts. This feature streamlines the process of crafting a message, selecting recipients, and tracking results, and offers a quick and easy way to send an email to your contact list.

General Functionality of the ‘New Basic Email’ Feature

E-Mailing

• *Email Name : A unique identifier for your campaign (e.g., “Nurse Education Newsletter – June 2024”).
• Campaign: (Optional) Link this Email to a broader marketing campaign for tracking purposes.
• From: Set the sender name and email address (e.g., “The National Nursing Association <[email address removed]>”).
• Recipients: Choose who receives the email. You can use smart groups (based on criteria) or manually select contacts.
  • For a Nursing Association: Target specific member groups (e.g., registered nurses, LPNs), geographic locations, or those interested in specific topics (e.g., mental health nursing).

Subject

• Craft a clear and compelling subject line that will entice recipients to open the email (e.g., “Important Update: Continuing Education Requirements”).

Tokens

• Insert dynamic content that personalizes the email for each recipient. Available tokens include first name, last name, membership type, etc.
  • Example: “Dear [FirstName] [LastName],” can be personalized for each member.

Save Draft

• Saves your progress in case you need to come back later and finalize the email.

Continue

• Moves you to the next step of the Email creation process.

Step 2: Design

• Select a Template: Choose a pre-designed email template or create a new one using a drag-and-drop editor.
  • For a Nursing Association: Use templates with a professional layout and branding consistent with your organization.
• Add A/B Test: (Optional) Test different subject lines or email content on a small group before sending to everyone.

Step 3: Schedule

• Schedule email to: Choose when to send the email.
  • Send immediately: Delivers the email as soon as you save it.
  • Send on…: Schedule the email for a specific date and time.
    • For a Nursing Association: Schedule relevant information in advance, like upcoming events, legislative updates, or membership renewal reminders.

Using the ‘New Basic Email’ Feature in Association Management

The National Nursing Association (NNA) wants to send a monthly newsletter to its members. Here’s how they can use the ‘New Basic Email’ feature:

1. Emailing:
   • Email Name: NNA Monthly Newsletter – June 2024
   • From: National Nursing Association <[email address removed]>
   • Recipients: All NNA members (or a specific smart group based on interest)
   • Subject: Stay Informed: NNA News & Upcoming Events
2. Design:
   • Select a pre-designed template with the NNA logo and branding.
   • Customize the content with relevant information like:
     • President’s message
     • Upcoming educational webinars
     • Advocacy updates on legislation impacting nurses
     • Member spotlights
     • Continuing education opportunities
   • Include tokens for personalization (e.g., Dear [FirstName]).
3. Schedule:
   • Schedule email to: Send on the first day of each month.

More Use Cases for Associations

Targeted member communication

Associations can use ‘New Basic Email’ feature to send targeted email campaigns to specific groups of members. For example, a nursing association might send an email about upcoming mental health nursing courses to members who have indicated an interest in that topic.

Sending newsletters

Associations can use this feature to send regular newsletters to their members. Newsletters can include information about upcoming events, legislative updates, member spotlights, and other relevant information.

Sharing important updates

Associations can use this feature to send important updates to their members in a timely manner. For example, an association might use this feature to send an email about changes to continuing education requirements.

By leveraging the ‘New Basic Email’ feature, Associations, Chambers and Nonprofit organizations can efficiently share valuable information via email and keep their members informed and engaged.