Email Marketing: How to Create an Effective Welcome Series | Nicolette Tallmadge | Skillshare

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Email Marketing: How to Create an Effective Welcome Series

teacher avatar Nicolette Tallmadge, Practical Email Marketing Courses

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

8 Lessons (1h 29m)
    • 1. Intro

    • 2. Why a Welcome Series is Important

    • 3. Planning Your Series

    • 4. Writing Your Emails

    • 5. Choosing a Template for Your Emails

    • 6. A Tour of Mailchimp Automations

    • 7. Setting Up Your Welcome Series

    • 8. Your Series is Live! Now What?

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About This Class

An email list is one of the most cost-effective ways to market your business, keep in touch with a large group of people, or spread your ideas to those interested in following you.

But an email list is only effective if subscribers are actually opening and reading your emails. One of the best ways to ensure that your email audience is engaged is to put your best foot forward as soon as they subscribe.

In this class, you’ll learn how to excite your new subscribers through building an automated “welcome series” using Mailchimp’s Automations feature. We’ll cover:

  • How to plan your series (Deciding your email goals. What kind of emails should be in your series. How NOT to overwhelm your subscribers.)

  • How to write your emails (What makes a good email? How to get subscriber to open your emails. How to get readers to respond to your emails.)

  • How to test and fine tune your series (How to see if your series is effective. Ways to fine tune your series. How to expand your series in the future)

As a class project, you’ll using my template to create your welcome series for your list. You can also share links to your sign up here!

Some Mailchimp experience would be helpful, but not required!

Meet Your Teacher

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Nicolette Tallmadge

Practical Email Marketing Courses


Hello, I'm Nicolette.

I've worked as a professional email marketer for a variety of companies, large, medium, and small. I'm experienced in working with some of the more popular email list service providers including Mailchimp, Aweber, and Constant Contact and with enterprise providers including IBM Watson Campaign Automation (formerly known as Silverpop) and Volly.


I develop creative, yet practical email marketing campaigns for businesses of all sizes. And I love making email marketing knowledge accessible to everyone!

See full profile

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1. Intro: Hello. My name is Nicholas Homage. I'm a jeweler on the Designer behind Nicolette Thomas designs, and by day, I'm an email marketing specialist. I want to welcome you to my course email marketing. How to create an effective welcome Siri's. Now, if you have a business or you run an organization or you have a list of people that you just need to keep in contact with. One of the most cost effective and reliable ways to do so is through email. But email is Onley effective of people are actually opening your emails. Everybody's in boxes so crowded these days. It's really easy for your email to get lost in the shuffle. But there's one way to combat this. One way to make sure that your emails air Getting red is by putting your best foot forward right at the beginning with an automated Siris of welcome e mails with the right email Welcome strategy. You can start building a relationship with your subscribers right from the very beginning. You could encourage them to engage with you right when they're most excited about being on your list. Once your subscribers air fully engaged, we'll start expecting and even looking forward to your emails instead of forgetting that they even signed up for your list to begin with, in this course will learn how to use male chimps automation feature In order to build a welcome Siris for your email list, we will go over the best way to plan your welcome. Siri's deciding on what you want. You're welcome Siri's to accomplish designing the type and sequence of emails in your Siri's how to write emails that will get your subscribers to open and respond, setting up your Siri's and mail ship automation step by step. And finally, how to test and find, too, in your welcome Siri's to make it even more effective. By the end of this course, you will have a planned series of emails that's ready to go on to your email list, and you can do this even if you're brand new to email marketing or even if you're brand new to mail ship or even if you don't use mail ship it all. You can use the principals in this course with any email provider that provides automated email services. All right, so that's my course. So let's go ahead and get started 2. Why a Welcome Series is Important: Now, if you have an email list, you know just how important it is for people to open and actually interact with your emails is especially important if you have a business or you are running an organization that relies on your email recipients to actually interact with you or do some kind of action. So you might be thinking, Why is an email welcome? Siri's beneficial to me anyway. It's beneficial in this regard. Brand new subscribers are much more likely to interact with your list than subscribers that has been on your list for a while but hasn't interacted or hasn't opened any of your emails . Here are four different ways that an email welcome Siri's can help your list. Number one a good welcome. Siri's can help build a relationship. People are more likely to open and respond to emails from people they know and like, as opposed to total strangers. Ah, good welcome. Siri's will give you the opportunity to introduce yourself to your new subscribers and gives you the opportunity to learn more about them. Think of it this way, and I might be totally dating myself, but think of it this way. If you've ever seen the movie Forrest Gump? Then you probably remember that scene where a little forest is going to school for the first time and he's getting ready to get on the bus. And the first thing he says to the bus driver is Mama told me that I'm not allowed to take rights from strangers. So it's a dilemma. So what does a little forest do? He introduces himself to the bus driver. He says, Hi, my name is Forrest Forrest gone, and the bus driver says, I'm Dorothy Harris. And then he says, Well, I guess we're not strangers anymore with the right Welcome Siri's, you're doing exactly what little Forrest Gump did. You stop becoming strangers with your new subscribers and you start building a relationship . So take a little page from Forrest Gump. Use your welcome Siri's to introduce yourself to your new subscribers so you can stop being strangers now. Good welcome. Siri's also encourages engagement. Ah, welcome. Siri's is not just a one way conversation. It's an invitation to engage with your audience right when they're most open to engagement , and you could do this in a number of different ways. You can provide opportunities for them to respond back to you. You can give them things of value to them by giving the resource is and links to information that they might find useful. And you can also give them opportunities to engage with other members of your list. You can start building a community instead of just you, constantly just giving them a 1.1 way conversation. What you're doing in your welcome. Siri's is your essentially training them to open an interact with your with your mailings when somebody signs up for your list. There basically a warm audience and what you're doing with your welcome Syriza's. You're taking that warm audience, and you're keeping them that way instead of letting them cool off. This is especially important if you only have a monthly mailing or if you don't have a regular mailing scheduled because is in between the time that, um, that a person signs up for your list and it might be a month, it might be a couple weeks before they get the next mailing that allows them to cool off, and then they're less likely to engage with you once you send another mailing. Remember that a warm audience that's already used to responding to you is much easier to engage when you really need them, too. Then when you have a cold, non responsive audience, all right, Number three. Ah, good welcome. Siri's can set the tone and expectations for your list. Now, one thing that makes people leery about joining email list is often they really don't know what to expect from you. The biggest thing is they don't want to be sold to and every single email They also won't don't want to receive a ton of emails. People's in boxes are full as it is, so they want to know that you're not gonna be emailing them every other day. Also, what kind of information is going to be in your email is it's gonna be something that's fun for Media Engage in is gonna be informative. Or again, is it just, you know, useless sales messages that I don't want to get every single time? What's in it for me? People often don't join your list just simply because, oh, it's an email list. Let me sign up for a list. People want to sign up for your list because they want to have some kind of benefit out of it, and a welcome Siri's will allow you to tell them what kind of benefit they're gonna get from your list. You can also use these emails to remind your subscribers what's going to come next. What kind of information are they going to get while they're on your email list? How often they're going to hear from you? How responsive are you? If they respond to an email, are you gonna respond to them within an hour? Within a day within a week? A good welcome. Siri's will allow you to show your new subscribers all of these things, what they can expect if they stay on your email list and then finally Ah, good welcome. Siri's can help you build a good reputation with E. S. P s. And that's short for email. Service providers were talking about the folks at Gmail. We're talking about the folks at outlook dot com, Hotmail and Yahoo. The's a rental service providers. Now the goal of email service providers isn't just deliver email. Their goal is to deliver mail that the end user wants and to filter out, eliminate or even minimize those emails that the endures user does not want. Now those unwanted emails are cold. Spam will know this one way that DSPs figure out whether the emails that you as a list owner sends out a spam or not is how your subscribers interact with it. Now this is more of an issue for larger list. Now, if you have 50 people on a list, this is less of an issue than, say, if you have subscribers and the hundreds or the thousands. But this is still something that you want to keep an eye on if a large majority of your subscribers tend not to open your emails or throw them away without opening them, or even worse, if they mark them a spam. What that tells the service provider is, Hey, these people don't want this email. This is most likely spam, because that's what spare. And that's what people that since Pam do, they send out large amounts of e mails that out on the people are not gonna open. Our interact with Gmail, especially is, is a service provider that's very proactive in this regard. They can mark your email as important or not, depending on how your subscribers interact with it. They can decide whether your email is no sales or marketing related, and they filter filter it out. Or they put it in a different folder, as opposed to the primary folder that your subscribers gonna look at. And if they feel that your email is spam, well, they will check that email right into the spam folder. Or even worse, they may prevent your email from even reaching your subscriber at all. This is not just email. A lot of other survivors do it. But Gmail and particulars pretty there go after spam pretty aggressively again. That depends a lot on how your subscribers air interacting with your email, and people are not able to interact with your emails if they don't see it now. What a good welcome Siri's does right from the beginning is it encourages your new subscribers to open and engage with your emails, and that sets a good habit for them. And that indicates to the service provider Hey, this person that's receiving this email, do you think it's important they think it's good value, so they're more likely to the see it in the primary inbox Or at least it's not gonna get chucked into spam. So that is four and a very important reason why an email welcome Siri's is good for your list. It sends a good signal not only to your subscribers but also to those ever important penal service providers. So listen, listen. We learn why a welcome Siri's is important, and we learned how it can help your email list now. Good welcome. Serious starts with careful thought and planning. So in the next lesson, we're gonna go over what to consider when building your own email. Welcome Siri's, and we're going to start building our email. Welcome, serious plan. So I will see you in the next lesson. 3. Planning Your Series: So now that we understand the importance of having a welcome Siris for your email list, it's time to start building your plan and a good welcome. Siri's starts with some careful planning. When you're beginning to build your welcome, Siri's, you need to ask yourself four questions. Number one. What are your goals? What do you want? Your email Welcome Siri's to accomplish a good welcome. Siri's can help with relationship building and engagement and setting expectations like we talked about in the previous lesson. But beyond that, what is the ultimate goal or goals of your email list? If you could wave a magic wand and say, I want my emails with drivers to do blank, what would you feel in that blank? Now you can use your email list to accomplish a great many things. You can use your email list to encourage sales or to increase repeat sales. You can use your email list to introduce yourself or your company to a group of people. You can use your email list to bring more traffic to your website, online store or blawg. You can use your email list to get more social media followers or you can use it to get reviews and feedback on your products and services. Or some people simply use their email list to establish your expertise in a group among the group of people. And you can also use your email list to get more referrals and new business. So basically your email this can accomplish a great many things. So when you're building your Nino, welcome Siri's, you need to establish what it is that you're trying to accomplish with it. And that's the most important step in planning because it will dictate everything else that you're gonna be doing with your Siri's, everything from the kind of emails you're sending out and who you're sending them to to what will be in the emails and how often you'll be sending them. So during your planning, take a little bit of time to figure out what your goals are, because if you don't have a goal before you begin, your Siri's will end up being unfocused and pretty aimless. So you need to decide what your goals are at the very beginning of your planning. The next question you need to ask yourself is, Who are you targeting who's joining your list. Who do you want to join your email list? And the answer to this question will be closely related to your goals. Say, for example, one of your goals is to increase repeat sales. Obviously, one of the people that you're gonna be targeting with your welcome. Siri's will be current customers because if they bought from you already, and you want your welcome Siri's to help encourage repeat sales than, naturally, you're going to be targeting of current customers. So who might be a target for your welcome? Siri's. It could be new subscribers. It could be potential customers. It could be new customers or repeat customers, maybe website and log visitors. And again, once you decide what the goal of your welcome Siri's is, then who you're targeting becomes pretty obvious. The next question you want to ask is what is the length of your Siri's? Basically, how many emails or you could be sending out in the series again? This depends on watch. Your ultimate goal is, and it also depends on who your audience is, who you're going to be sending these emails out to. If your goal is to get people to the region blogger or sign up for something on your website. You might only need to sell. Send out a couple of emails to accomplish this. If your goal is somewhat bigger, perhaps you have a product that's pretty high end, and it takes people a while to kind of get them in the mood to buy it. Then you're probably going to need a lot more than three emails now, since this is our very first email welcome, Siri's that we're planning. Ah, good number to start with is about three because you can always Atmore later. But ultimately, depending on what your goal is that who you're targeting, you're gonna have to figure out how long you want the Siri's to go on. And finally, how do you define success? How do you measure success for your email? Siri's What for you counts as a win. What stats are you going to be using to measure success? Now, when I talk about statistics, don't be intimidated by the thought of having to track and keep numbers for your email. Welcome. Siri's having numbers and a clear yardstick for your Siri's can help you track what's working. What needs to change, and it can help you make your Siri's even more effective. Now, in the final lesson, I'll go over how to fine tune and tweak your welcome, Siri's. But before we can do that, we need to even know what success means for you. And we need to figure out exactly what we're going to measure so that you know what, So that you'll be able to know what you're gonna be able to tweak. Now again, this question is closely tied to your goals. What is it that you're trying to accomplish? What numbers do you need to keep in order to track whether you're actually accomplishing your goal and there's various metrics that you can use in order to track this, you could be tracking sales. You could be tracking email opens or website or block visits or cliques within a certain email. How many clicks are you getting when people are opening up your emails? You could also be tracking other things like referrals, reviews or social media follows again. It depends on what the goal of your Siri's is. Another thing that you also wanted to find when you're working on your syriza's what kind of metric. Are you gonna be tracking? Are you gonna be tracking ongoing metrics? Now, these air basically metrics that you are tracking on an ongoing basis, perhaps weekly monthly or maybe every month you're gonna be pulling the statistics and tracking your progress that way. So those are ongoing metrics. Or you could also be tracking what they call milestone metrics. So in three months, I wanna have you know, this many sales as a result of my my welcome, Siri's, or in six months, I want to be able to have this percentage of opens in e mails or you can set a specific date in order to achieve a certain goal. All right, so most likely you'll have a mixture of either ongoing metrics or milestone metrics. But before you implement your Siri's, you need tohave these goals in lines so you know whether you're syriza's being effective or not. Now, once you've answered those four questions, you can start planning the individual emails in your Siri's now an easy way to start planning these emails. And I use this in my own Siri's when I'm planning my welcome. Syriza's well is filling out four different points All right. So number one, the goal of this email is, and again we're gonna start off with three emails, and you want to answer these four different points for all three of your e mails? All right, so the first point you wanna answer is the goal of this email is every email that you send in your Siri's has to have a goal. It has to have a reason why you're sending it. This could be an email that perhaps you want to increase traffic to your block so this particular email will show your best block posts. Or maybe you want to use your Siri's to increase how many people are following you on Facebook. So maybe this particular email will be to get people to like your Facebook page. And when you're planning your goal for an individual email, it needs to have one goal. Ah, one mistake that a lot of people make when they're sending out emails is that it has multiple goals in it. You want them to send a review and you want them to join you on Facebook and you want them to look at your latest sales. And that's a guaranteed recipe for confusion if you don't have a clear call to action, and we're gonna talk about that a little later. If you don't have a clear goal for your email, then your subscriber is not going to know what to do. They're not gonna know what to click on first, so make sure you have one goal for every single email. All right, it's less confusing for your subscribers, and it's a lot easier on your part is a lot easier for you to measure whether that particular email is effective or not. Next thing you're gonna be looking at is this email is triggered when what event is causing this email to be sent? No, the way automated emails work is, and because we're not gonna be sending these emails out individually, we're gonna be using male chimp, and they're automated feature in order to send these emails out automatically. And the way automated emails work is, they work on the principle of what they call triggers or events or conditions that causes an email to go out. Now this could be an event that's caused by the subscribers safe to say, for example, when somebody signs a Purina list. That's the trigger. So when somebody joined your list, this email goes out or could be based on some kind of activity. So say, for example, a subscriber receives this email that triggers the second email to come in. And so we'll go over triggers a little bit further when we look at male chimps automation future. But when we're planning out our emails, you wanna know what's going to trigger this email to be sent out? All right, so that's the next thing that you need to look at. When will this email? We've already figured out what triggers this email to be sent out. When time based will this email be sent out? What is the timing of this email Now? Most of the time, I do not recommend that you send your emails out one at a time. You know, every hour, every single day. When you start emailing people every day, that tends to overwhelm them, and they kind of get a little bit nervous because, you know, a lot of people do not want daily emails from you. So when you are planning your welcome, Siri's, it's best to have a little bit of time built in between your emails. Say, for example, if somebody joins your list, they get an email immediately, and then maybe email number two comes the next day and then maybe email. Three comes maybe three days after email. Four. Comes maybe a week after you want to be able to space out the timing of your emails so that you are not overwhelming your subscribers and then, finally, this is very important. After this email, I want the reader to blank effective emails inspire people to some kind of action. So what do you want that action to be now? The last thing that you want your reader to do after they read your email is to close out the email, throw it away and then move on with their life. Remember that a welcome Siri's is supposed to be encouraging engagement. They're supposed to be doing something with your emails after they open them. And in order to do that, you need to give your subscriber something something to do. After they read an email, it could be visiting your blog's. It could be sending an email response to you. It could be filling out a survey affording your email to a friend, leaving a review on your website or leaving a comment on a block coast. Whenever someone finishes reading your email, you need to give them some kind of action to do, because one it will help him get used to interacting with your emails and then to remember , you have a goal for your Siri's. You have to get people to do something in order to help you reach that goal. Now this action should be closely tied to the goal of the email. So if you're at the goal of the email is to get more traffic to your website, then obviously the action will be click on this link to go to this block post or click on this link. To read more about this to the action has to be specific. You can't leave them guessing about what it is that you want them to do. You have tow spell it out exactly what it is you want them to do. Click on this link to read more. Click on this link to leave a review, forward this email to someone who might be interested in it has to be specific so that people can follow it. It also needs to be simple, all right, something that's really complex. People are not going to do that. So it has to be something simple as a simple as hitting reply or clicking on a link. Very simple actions that people are likely to go ahead and do. And then also, finally, the action has to be measurable or trackable. You can't figure out whether you're gonna welcome Siri's is effective if you can't measure or track whether people are actually following the actions that you're setting out for them . Now that we've gone over the basics of planning your welcome, Siri's, it's time to introduce your class project. I want you to take this lesson and start planning your own welcome. Siri's Along with the class, I've included an easy to follow welcome, Siri's planning template with the class materials to help you get started, and it has all of the questions that you need to have filled out. And it also has areas for each of your three emails that you're going to start off with so that you can easily plan out your Siri's now. Once you filled out your template. Please share it by uploading your completed template to the class project section. Be sure to do this because I want other class members to be able to see what it is that you're planning and you can get ideas from each other. So please fill after welcome serious planning template and upload it to a class project section when you're done. Now that we have a plan for a Siri's, the next step is to start building the actual emails that we've outlined in our template. In the next lesson, I'm going to give you the elements of what makes a great email and how to best write your emails to get the best possible response. So I will see you in the next lesson. 4. Writing Your Emails: So now that we've outlined a plan for your welcome Siri's, it's time to start actually writing emails. Now, while each email will have its own set of goals in its own theme, remember that each email in your Siri's has an ultimate goal of engaging your audience. An effective emails do just that. So in this lesson, I'm gonna show you how to write ineffective email now to help you with writing your email. I've included ah, linked to my email writing template. Now I use this template when writing all of my emails from newsletters and marketing emails to announcements and automated emails. I originally developed this template and Evernote because I do the majority of my content writing for my emails and my block coast there. But Google Docks also works just fine. Using a word document will work, or if you prefer to work on just paper and pen, you can print out this template and just simply write your email lot on the sheet of paper . Whatever works for you works just fine. The actual form of the template doesn't really matter. What the template really does is to help break one of the biggest roadblocks that I've found to write in good e mails, having a blank screen and not knowing where to start. This template breaks down into several different parts of an email, so you know just where to begin. And you don't forget any parts when it comes time to put your email in your email list system. So let's go over the different parts of the template. The first place that we want to begin is the focus and Goal section. Basically, what do you want people to do and or take away from your email? Now? We've already talked about the importance of having a goal for each of your emails in the previous lesson. In fact, this is so important that it's going to be the first thing that you have to fill out for your template in a couple of sentences. Simply described the goal of your email, this one particular email that you're working on and what you want your readers toe learn, do or take away when they read this email. Now, if you've already completed your planning, simpler than this part is pretty easy. They're two of the answers for these two questions. Question number one. The goal of this email is, And after reading this email, I want the reader to So you're a couple of sentences are going to come from the answers of those two questions for one of particular emails that you're working on this section will dictate the content of your email, everything from the body copy what kind of links that you have in their pre header all that stuff. So it's important to start with this so that you know which direction your emails gonna take. Now we're gonna skip a couple of these sections because basically, this is how I build my email. And I found this to be the easiest way to go after I come up with a focus in the goal of the email. What I do is I jump down to the EU no copy section, and I will sketch out a quick outline of what I want to write Now if I'm not quite sure about what I'm going to write, What I usually do is I put some quick bullet points that may be outlined. Some of the main points that I want to put out in the email and I kind of stopped there. And then sometimes I know exactly what I want to write, and I just simply write down. That's that section in the email. Copy. I don't worry about too much about spelling at this point. Or at least I try not to, because this is something I'm gonna be proof reading later. So basically, the idea is just to get out your ideas. If you already have an idea of what you're going to write, you can just go ahead and write your first draft of your email right here in the email copy section. And again, if you don't know what to write, start off with an outline. Maybe you want to sit on it for a couple hours and then you come back and then you can fill in parts of the outline. The goal here is to actually just get something out on in this section so that you have some place to start now, as Faras email copied, There's a lot of advice out there as far as how to write effective email, copy and a lot of questions about how long it needs to be and things like that. So follow these simple tips on writing email. Copy number one. The first question I usually get is how long does this email have today? And my answer is shorter. Tim City Better. You still need to get your point across. So my answer to this is, Make your email as long as it needs to be and no longer get your point across. Try to do it in this few words as possible. Also, be yourself now unless you're you. You have an email list full of people that know a lot of technical language. You want to skip the jargon you want to skip marketing, speak. You want toe skip any kind of speech that makes you cringe at work or something like that. Pretend that you're in a conversation with a colleague or or an acquaintance. If you're trying to be a little chummy with your list, pretend that you are in a conversation with a friend. If this is a business email, let your business personality show through. If you're writing on behalf of our organization, make sure that you have that voice in that tone of your organization. Come through in your writing, all right, you also want to include clear calls of action where necessary. Now remember, in your welcome Siri's. You're trying to get people to take action on something so they interact with your email. So perhaps the goal of your email is to get people to come to your website. Maybe you want people to use a coupon that's in the email. Make sure that your call to action is simple, direct and easy to understand. Try not to be too big because you know people need you to tell them what to do when it comes to your email, so just be direct and just be simple and easy to understand. Also, you may want to add images were necessary. Sometimes you can illustrate a point in an email with a simple image. Put in images cautiously. A lot of people will be reading emails on their phones so you don't want to make your email to image latent or too image heavy. Because, remember, people are gonna be reading this on their phones, and and large images tend not to load up very quickly. So, you know, feel free to add some images to add some visual interest to your copy, but be sparing about it and make sure that they illustrate the point of what you're trying to say. We were talking about calls the action a little bit earlier with the email copy. So this is a great time to go to the next section, which are links now again. Remember, we're trying to get people to interact with your email. Most of your emails should give your readers something to click on, whether it's a link to your store or your blog's or linked to a resource that they might find useful. We're trying to get your readers to act, so it's a good idea to think about what links that you want people to click on right when you're planning your email. And what I like to do is I usually like to copy and paste these links right here in this section, so that when the time comes for me to start gathering all of my content together to build my email, that thinks air right there, and I don't have to go around and dig and find the right length. So take some thought at the very beginning on what kind of links, including in your email, and also, when you're writing your body copy, make sure you think of some great call to actions for those links. All right, next is the subject line, and usually want to write this part after you've got the majority of your body copy ready. And then, at this point, you're ready to start thinking about your subject line. The subject line is one of the most important parts of your email. It's usually the first thing that your support your subscriber will see other than your name in the email, and it can make a difference between whether a subscriber is open your email or passing it by. So you want to make sure that you take some time to come up with some good ideas for your subject lines and notice. I have several different spaces so you can brainstorm a couple of ideas because you can always choose one, or you can always go back to an old idea and see if that one test better and I'll talk to you about testing subject lines and things like that in the final Wesson. But at this point, you want to start brainstorming ideas off what would make a great subject line for your email that will get people to open it. So here's a couple of tips you want to keep in mind when you're thinking of subject lines for your particular email. One. You want to keep your life in mine now There's been a great deal of research around what the best link as far a subject line goes, and most of the research agrees on one thing. Shorter subject lines, which are usually about 41 characters and below, tend to get more opens now. There's not a lot of space in that preview window for your subject line when you when you're opening up your email. So you want to make sure that you get the majority of your message in within that in that 41 character window. That doesn't mean that you have to stay away from long subject lines entirely, but you tend to do better when you have, you know, shorter subject lines. You may want to consider personalizing your subject lines. Now, if you have first names or some kind of identify air in your email list that you can pull on, I know that male champ in a lot of other email list providers do allow you to use merged tags and personalization in both the email copy and in your subject lines. So if you have that information, you may want to consider adding that to your ideas for subject lines. Now, a word of caution. You may not have first names for everybody on your list, So if you're thinking about personalizing your subject line, make sure that you write it so that if you do not have, the name is the subject line. Still makes sense. Somebody seeing their name in the subject line. That's a powerful reason for them to open it because you're addressing them personally. Next, describe what's going on in the email. Now. People often decide whether or not they're going to open an email, depending on what they think is in it. So don't keep it a mystery. Tell them exactly what the emails all about. Let them know if they open this email. This is what they're going to get, or on the other hand, you can keep it a little bit of a mystery, and, you know, people are kind of funny. Some people want to know exactly what's in the email, but then sometimes subject lines that are a little big and a little mysterious will get people's curiosity going, and that may encourage them to open up the email to satisfy their curiosity. So come up with a couple of ideas foursome mysterious subject lines that intrigue people. Also, you can make your subject clients urgent. Provide a date or a deadline or some other urgent reason to open up. Your email now tends to get more open. So if you have any kind of deadline, or you have limited supplies of something or any kind of urgent thing that encourages people to open right now, consider that for your subject line. Also, you can make an offer in your subject line, and this is especially great if you have. You know, some people have some kind of incentive for signing up for a mailing list, so go ahead and tell them, Hey, this is the thing that you requested when you signed up for my list. If you provide coupons or you have some kind of discount that's in the email right now in the subject line, make them an offer remember that people are motivated by what they could benefit from. So if you have information or offer in your email, put that in your subject line. You could also put your subject line in the form of a question. Now I admit this is one of my favorite things to do. So I always look putting questions in my subject lines. So basically, you're asking a reader, ah, question in the subject line that encourages a dialogue, and it piques curiosity. So think of a couple ways that you can turn your subject line into a question and finally include an element of exclusivity in your subject line. People like to feel special, and it can help start building that 1 to 1 relationship that you want to build with your new users. So the subject line can say something along the lines of for special readers on Lee or just for you, something that points to the fact that this email is just for them can encourage more opens . So see if you can brainstorm a couple of subject line ideas for that. All right, so now, after subject line, I like to go to the pre header Now some people don't know what a pre header is. Basically, Ah, pre header is that little bit of copy or a little bit of text that you see after a subject line in the email preview window window. Now, by default it most people don't set this themselves. It's usually the first bit of email copy that shows up there. But this is an opportunity that a lot of people miss because they don't know about it. You can control what shows up in that little window. So instead of having simply just the beginning of your copy, you can customize what shows up there. This is a great opportunity to add a bit more tax that complements your subject line. So that's why I like to do the pre header after the subject line. So come up whips and more compelling reasons why a person has to open your email, make sure that you don't skip that part, and then finally, the closing copy. Here's where you close out your email, and this could be another opportunity to let your personality shine a little bit through. Ah, some people that I received emails from has a signature closing that they use in every single email. So that feels like something that you want to do. Go ahead and try it with your emails. Come up with a signature closing that you include, or or or set of signature closings that you include in all of your emails, and you can kind of mix and match that you're closing. Copy is also a great place to add a PS or pro script. You know, if you've been back in the days where people wrote actual letters, sometimes people would write a post grip where they have, like an additional idea or something like that. Now a short and clever key, as can be a great way to really illustrate the point of your email. And it's also a great place to put in an additional call to action because some people will simply skim through an email. But most of time they will pause to see a P s if you have one. So consider writing a PS in the closing copy of your email. Now, once you've finished writing your emails, it's a good idea to go ahead and sit back on it for a bit. Maybe you want to wait a couple hours or even a couple days before you come back and do some proof reading, because that way you'll be going through it with a fresh set of eyes. Maybe you would have gotten some additional ideas that you want to add to your email, so come back, read through your emails and correct misspellings. Awkward language you want toe correct? Any obvious grammar errors? An email that's riddled with a ton of mistakes can send the wrong message to your reader, especially if you are representing a business or organization. So take a little bit of extra time to proof. Read your email and if that's not your thing and I know a lot of people they're thing is not writing. Give it to someone else. Give it to another set of eyes so they can go through and check misspellings and grammar errors that you didn't catch. So now that we've gone over some tips on how to write your emails, it's time to start the second part of your class project. Use the email writing template to write out one of your emails from your Siri's, you know, so just you don't have to do all three if you want to. That's great. But just pick one of the emails from your Siri's and use the writing template to write out your email and then go ahead and share it with us in the class project section. Again. We're all here to learn from each other, so please feel free to show everybody what you've come up with so far. Now, once you've written your emails, it'll be time to choose a design or a template for your emails. So in the next lesson, we're gonna go over how to choose a design or a template for your emails and how to prepare them to go into your automated welcome, Siri's So I will see you in the next lesson. 5. Choosing a Template for Your Emails: okay. In the previous lesson, we learned how to best right R e mails for our welcome Siri's. So by now, at this point, we should have our plan written out. We should also have all of our emails written out and ready to be put in the template. So in this lesson, I'm going to show you how to pick the right template for your welcome. Siri's. Now, if you don't have any design experience or you have no idea how to design an email, there is no worries. Mail Chimp has a gallery of templates and layouts that are very easy to use, and they're just ready for you to simply pop your contents in. So in this lesson, I'm gonna show you how to pick the right template or layout for your email. Siri's. But first, let's take a look at male chimps template gallery so you can see that array of designs and themes that they have available. So let's go ahead and go to male champ. Okay, so now we're logged into my mail Chimp a cow, and we're going to take a look at the template gallery that they have available here. So all the templates live right here under templates, all right, And right here. All of the saved templates I've created for my autumn ations. And I've also created some templates for my newsletter and, ah, some various other uses. So now, in order to take a look at the mail chimp template gallery, you can just click on this button called Create Template, All right, And then it takes you immediately to themes. But let's go over to lay out really quickly. And I'll tell you the difference between themes and layouts and a second. So basically, layout is different elements in the emails or put together. So you have your one column layouts. You also have, like, a one and two column layout. So this part up here is a one column, and then you have, like, two columns down here at the bottom, but one column and then three columns on the bottom, and then you just have your simple text templates right here. So if you have a layout in mind for your emails, and you can just simply pick one of these, and then that will be a starting point for your email. You also have some featured layout here. So mail chimp made it really easy for you to pick layouts depending on what the purpose of your email is. So you have an announcement than they have a layout here already for announcements and then follow ups and on other things, and then you can just quick on one of the templates. Or you can click on one of the layoffs that you have down below and you can actually customize. You can click to add some photos right here. You can also click to change the text, all right. And you can also add your logo up here at the header part and change all of the text. Here, you can change the style so you can change the font style of your headers and all of your texts. You can change the color of the background. You can change the side making size. You could make it bold or italic and change the alignment so you can customize a whole bunch of different things just by simply using the templates part. All right. And then you also have your different settings for your different blocks so you can turn this block here from one column to to if you wanted to, and then you can change the proportion of the content so you can have the left a little bit narrower than the right one, or vice versa. Or you can make it an even split. Let's put this back into one column, and you have different settings for each content block. You can also change the settings. Let's see. See, here's the footer. Oh, and you can also delete content blocks by simply hovering over the different content blocks and then selecting the trashcan. Or you can duplicate it or, you know, whatever you need to do change the color of this background. Here, you can add a different image and just basically all kinds of things that you can do okay, and then you can also add different text elements. So say you want a, um, say you want to add a video. You can just simply drag and drop the block there, and then you can click on on the girl to the video that you want to add. So really, you can create a very sophisticated looking email by simply using the layouts feature here in um in the template Gallery something. Go ahead and save and exit. We're just gonna name this test, and there we go. But this makes for a very plain looking email. It doesn't really have a lot of color and doesn't have a lot of it. Doesn't have a whole lot of images in this one. That's something that you would have to add. So if you want something that's a little bit more sophisticated in a little bit more image rich, you can goto themes here, and you can look at the different themes. Now that's the difference between layouts and themes. Layouts is pretty much. It gives you kind of like a skeleton to put your content in, but it doesn't provide a lot of design around it. So if you want more design within with within your email, then you can go over to the theme section, and then you can pick out various themes. So you have some that are featured. You have some for a newsletter. I'm a welcome email contest. Sales announcements. You also have the commerce templates here, one for events, holiday themed ones, newsletters and all different kinds of things notifications and some that are very photo heavy and then just some alert emails. But basically you just choose a theme. Let's see, let's choose that and it'll pull the design end. So now you have instead of just a bare bones template, you have a well designed theme here that you can make some alterations. So if you don't like this logo, you can just simply replace it with your own logo if you want to. You, of course, can change the text. You can change the images. You can change the settings for each images. Like, for example, if you want the caption to be on the left side of the bottom. You can do that, or you can put it on the top. Basically, wherever you want to put the caption, you can change that. All right, so that's the headline. Beheading You can change the fought of the different headings of all of the text in your email can change the background of the head or so. If you have a different background that you want to use, you can use a different background. Ah, the body of the email. You can change the color of that and just basically with themes. It gives you something else to give you of a designed to debase your template on instead of having something blank. So if you wanted to be a little more fancy and you don't have a lot of design skills, start with your template for a rather start with your themes first, and then you can build from there. We're gonna go ahead and save that and exit. Okay, so now, once you have your your templates here, you're able to pull them into any campaign that you want to. So whether it's an automated campaign or whether it's a regular newsletter or announcement , your templates air here, save and ready for you to use one every time whenever you need them. So that is your quick tour of male chimps. Uh, templates. Gallery. All right, so now we know how the gallery works. I'm going to give you a couple of tips on how to use the right templates for your welcome. Siri's The most important thing is the content, but we also want to make sure that the template reflects what's in your email. So here's a couple of tips on choosing templates. Number one you want to make sure that the template or theme that you choose reflects the voice and personality of your organization or your business. If the personality and the voice of your content is light hearted and fun, then naturally you want to choose a template that's lighthearted and fun and vice versa. If you have AH, business or you're discussing or your contents and a little bit more serious, and you need to project some kind of authority. Choosing something that's a little whimsical might not work too well for you. So keep that in mind when you're choosing out your template. Also, you want to make sure that the templates that you choose has a similar theme color palette or design of your website or any other related materials that your subscribers might see now. There should not be a big gap between the design and color scheme of your website and that of your email. Siri's design wise, your subscriber should feel like there's a link between your website and your email. So if somebody receives an email that looks vastly different than what your website kind of looks like, that might put them a little off that might confuse them a bit so and this is especially important again. If your email Siri's is promoting your business or if is promoting a organization, you want to make sure that you have branding elements from your business or your organization within your email so you want include things like logos or taglines. Or if you have a color scheme for your website or for your business, you want to make sure that that's reflected into your email. So even if you choose a theme within metal shop, as you saw, you're able to change the color scheme a little bit, so you want to make sure that you carry that threw in with the theme. Also you want. Make sure that you picked the right template that carry out the purpose of your email. Now, as we saw, male Champ has a variety of different themes, depending on what the purpose of the email is. If you're sending a simple announcement, it doesn't make a whole lot of sense to use a template that's more focused on e commerce and sales Now we saw some examples of that when we were going through the tour, and likewise, if you're trying to promote a bunch of different items from your e commerce store. You don't want to send a simple announcement. You want to have something that if it's a little bit more along the lines of showing e commerce stuff, so you want to carefully consider the goals and purpose of the email that you're choosing the template for when you're going through, make sure that the template is able to carry out the goal of your email without a whole lot of confusion. Make sure that you put the focus on the content of your email and not so much the design. The cool thing about the templates that male ship has is that they have some really well designed templates. They're very eye catching, and they're very professional looking. And while the design is important, remember that it's the content that should be the main focus. What the design of the email supposed to do? Is it supposed to highlight the content and make it so that it's easier for people to carry out the goal of email? It's not supposed to distract from the content, so if you have an email that has lots of lovely photography and very well designed. But your point of the email isn't to get people to take a look at the photography. Then basically, the template is failing your email. If you have an email where you want people to focus on, maybe a blocos or something, you don't wanna have something that's too fancy that distract from the purpose of the email . So make sure that your design supports the purpose of your content and not distracts from it. And then, finally, you want to make sure that you create a unified look throughout all of your email. Siri's what you want to allow for. Some variation. Now, while you want your emails to look like a unified whole, don't be afraid to allow some variation between e mails. This means that you can have different layouts in your emails. Maybe you have a slightly different theme or you change up the color scheme just a little bit. But while staying within the color scheme of your website or your color palette of your business or organization, having some variation helps keep things interesting for your subscribers so that they don't feel like they're looking at the same email every single time. But you want to make sure that you have some elements and all of your throughout all of your emails that helps to keep them unified. So whether it's the same tagline, whether it's ah, it's the same background color or if you have a logo, of course you want to have the same logo. If you always have an element that's always no matter what kind of different layout you have, maybe you have the footer look the same. Or maybe you have the header of your email look the same, so always have some kind of unifying element to make sure that it connects all of your emails. But like I said, don't be afraid to mix it up a little bit because your subscribers will appreciates looking at something a little bit different with each of your e mails. Now, once you decide which layouts in which templates you're going to use for your welcome, Siri's, the next thing I suggest that you do is to go ahead and start building out your emails and saving them as templates. Now you are able to actually create your emails at the same time as you're setting up your email automation, but I suggest that you do separate templates for a couple of different reasons. Number one. You want to concentrate on making sure that your emails look right in the templates, and it's much easier to do if you're doing these e mails out separately and saving them outside of the automation and then number two you. It makes it much easier for you to set up your automation because instead of trying to build the email while you're setting up the automation at the same time, you have your templates already. You can pull them into your automation, and then setting it up is just a ZZ as 123 I'll show you how that works in the next lesson , so I will see you right there in the next lesson and we'll see how all this works. 6. A Tour of Mailchimp Automations: now that we've planned our Siri's and created our emails were ready to start building our welcome Siris in Male Chimp. But before we do so, let's take a quick tour of male chimps. Automation feature. Okay, so here we are in my middle chip account, and they keep their automated features right here under campaigns. Now, this is where you go. Set up your regular email, so it should be really easy for him for you to find to set up your automation. You click on Create Campaign and then you quick on email or you can click on Set Up a welcome automation. But for our purposes, let's just set on. Let's just click on email instead of clicking on regular, which is what you would normally click on for sending on a newsletter or announcement or something like that. You're going to click on Triggered and you see that mail chimp already has some triggered campaigns or rather, automated campaigns. Some templates for that set up already. If you have a blawg and you automatically want to send out of you know every time you update your law, they have an automation for that. If you want to send. If you haven't online store and you hook up your store with male chimp and you want to send out an email every time somebody leaves your store without buying what's in their shopping cart, you can send out an email. You can send out Happy Birthday emails if you gather people's birthday addresses and then also, they have a template here for new subscribers. So we're gonna click on that. So you have several different choices. You can have a singular welcome message. Go out. You can have a series of messages, go out, Let's go back and let's click on custom real quickly because I want to show you a little bit more about how this works. And this is just one of my test lists that I like to play around on on and test out different features. So simply go to custom. Like I said created and then select your list. We can begin. All right, so a couple lessons back, I talked a little bit about how automation is work around the principle of triggers, and I kind of want to show you what these triggers are. So right here we're in the actual place where we set up all of our AutoNation's eso you have which what you're listing this, uh, workflow settings. Basically, your workflow is just the Siris of e mails that you have. You have a place holder right here already. And then right here, you have your trigger. So I kind of want to show you what these triggers mean. All right. And let's change this. All right, so this kind of what I wanted to show you mail ship has a variety of different triggers now . Like Like I said, for automated emails, a trigger is simply an event or something that happens that triggers an email to go out. So you have various different types of triggers. You have your workflow activity and that and that just basically means if something happens in one of the emails within your Siri's, that could be a trigger. So say, for example, you have You're welcome, Siri's and you want to have a trigger for your second email based on whether or not somebody clicked on a link or open the email. That's where that next trigger for that second email Now you can't use you can't use these for the very beginning. Email thes are the ones that you can use for the emails after the 1st 1 Now, if you have an online store, if somebody purchases something if somebody purchases a specific product or maybe they didn't purchase anything or they just abandoned their shopping cart with buying anything that can be a trigger for one of your emails. Okay, campaign activity. But workflow activity on Lee affects the emails within that particular Siri's with the campaign activity triggers. These thes are emails that are not within the welcome Siri's that you're creating, but any other kind of email you're sending to the list. So if you have emails that you send to your list like maybe a newsletter or an announcement or any other type of email you're sending to your list, you can trigger You're welcome. Siri's. Or you can trigger an email in your welcome. Siri's depending on whether they opened that email or they didn't open the email or if they clicked on something with any of the emails. Other emails that you send to your list. You have your list management trigger, the one that we're gonna be using for a welcome. Siri's is going to be the sign up. So if somebody joins your list than that triggers the entire sequence of emails and so the manual add. If somebody doesn't sign up, say, through reform on your website and you come to mail chimp and you put their email address directly into the list. That could be a trigger. Male chip allows you to have different groups within your list so you can have a trigger that you can have an email that goes out. If somebody joins a particular list group or if somebody leaves a particularly let list group and then also you can have. They also added tags, so you can also play around with triggers for tags as well. So you can set up your Siri's to do a number of great things, just depending on the triggers. That's one of the things that makes an automation so powerful you can set up various behaviours for your email, depending on what your subscriber does, what they open, what they click on what happened in the previous email. Anything that happens within with your with the information that you have in your list, so I get excited about what I come on. This is kind of like me eking out, but you know you can. Once you understand these, you can have your Siri's do a whole lot about a lot of different things and let's go back real quick. And then you can also set the delay for your triggers so they can go out immediately in an hour. You know, couple hours, couple days, couple weeks, so you can also affect the timing off. What have of when these emails go out? All right, real quick. Let's go into the design of the email. This is where you set up your email subject your preview tax, your from name and the email address that the email is sent from next part. You go to the templates, okay? And like I said, in the template section, mill Chip has a ton of templates and layouts. If you don't know how to create your own emails, you have no fear. There's plenty of designs for you to choose from. If you can create your own templates. That's something that I do, since you know that's what I do for a living, this is you can save a template to your mail chip account, and then they all show up here and you can use any of the templates that that you have saved. You can also call up different campaigns. So if you send out a newsletter and you want people to see an example of a newsletter within your welcome Siri's, you could just simply come here. Come in here, find the newsletter and then add it to your Siri's. And then also, if you can code your own templates, great for you. You can go ahead and do that right here within the welcome Siri's. And then once you have and let's go ahead and save this and go back, all right, and then once you have all of this done and then you can also set the schedule for this email so you can have the email sent on any day. Or you can exclude different days of say, for example, you don't want emails to go out on the weekends. You can exclude that, and I'll just go back into if, instead of going out on Saturday, it will just go out on Monday instead, so you can set your timing's for that too, as well. And then, when you're ready to add another email, you just simply click here on an email This. The next email has their own trigger, so you can have different triggers for different emails, and you just simply go through and you pick a template, set your triggers and then you just keep going on and on. So that is the quick tour of the automated features of male chip, and it's pretty exciting once you've learned how all of this stuff works out. So that's male chimps, AutoNation's. Now we have learned what it's all about. We've planned out our Siri's, and we have our emails ready to be loaded up into male chimp AutoNation's, which is what we're gonna be doing next, So I will see you in the next lesson. 7. Setting Up Your Welcome Series: Okay, so now we're ready to set up our automation. So by now, we should have planned out our welcome. Siri's written or emails chosen a template. And if you took my advice from the last lesson, you should have already have your emails ready in a safe template. Really? We've done most of the hard work. So the only thing that's left to do is to actually create the automation. And I'm gonna show you how to do that mail chimp right now. All right, So we are logged here once again into Male champ. And so we're gonna go straight to create campaign and then email and then triggered. That's where all of the automation Zehr kept. All right, So you can choose Welcome new subscribers. Let's go ahead and do that, since they already kindly have the template set up for us and welcome message. All right, so we're gonna send lacked a list, and I'm going to select my test list here. Click on begin. Okay, So that's first thing I want to do is I want to look at the triggers to make sure that the trigger is set correctly. So with a welcome Siri's We want to make sure that the trigger is when somebody joins our list. And yet there it is. And for me, the very first email that I want to send is a welcome message. So I don't wanna wait for a day. What I want to do is I want toe send it immediately and then also right here where it says settings trigger when subscribers are imported. Ah, sometimes I get subscribers that aren't strictly through my email list. Sometimes I import them, you know, say, for example, I gather them at a face to face event or something like that. So I will trigger this when I import subscribers. And so I'm gonna go ahead and update that trigger. First thing we do is I'm going to set up email number one. All right, so welcome. Name this. Welcome. Email. Just a simple subject line to my list. And if you have this filled out in your you should have all this stuff filled out already in both your plan and also in your email writing templates. So this is just a matter off just simply putting in the stuff, um, that you already have. This is just a test for me. So I'm just going to be typing in. So you want to put in your preview tax or your pre header text? Ah, you're from name now. Other than your subject line, the from name who the email is from is also the second most important factor that people look at when they decide whether to open your email or not. You want to make sure that they recognize who this emails from. I'm just gonna leave my name. If people know you as a certain company or something like that, maybe they know me at by my jewelry company name. So I could do people that Tommy designs. You want to pick the name that people will most likely remember the most. And then you're from email address. And then also, if you are hooked up to Google Analytics and you want to track all that stuff, it automatically puts that in there for you, right? Template? You can choose your layouts and your templates and all that other stuff right here from your layouts or your themes. Since I saved my templates already, I'm gonna go ahead and choose from my saved templates. and again. Also, Like I said in the last last lesson, this makes things go so much easier if you have your templates created already. So here we go. Um, I welcome email, and it's gonna go ahead and suck everything in. All right? And so this is my welcome email. Make sure that you everything looks the way you want it to look. And then all I have to do now is save and continue. All right, so the very first email is set in there. Since you have says we have a three email Siri's, we want to do the same thing with the next to email, so I'm gonna click on add email. All right, I'm gonna take a look at my trigger. And I want this email to go out maybe two days after the last email. So previous email sent. That's the trigger. And so I'm gonna and you can change it if you want to. I will talk about that. Probably in the last lesson, but I'm gonna go ahead and change the timing of this. Maybe I wanna have the sent two days after. And of course, you should have considered your timing's when you were planning your emails, update the trigger, and then let's see, we're gonna click on design email. All right? And then this is going to be my about, you know, the 2nd 1 And again, all of the stuff you should have had created out already. And see, that's the cool thing about having a plan already. By the time you get to the point where you are actually setting up the automation, most of the work is done already. All right, let's find my about email. Right. Click on that. It sucks in the design, and there it is. And now we're gonna say, even continue and email number to set up. So going to set up the final email? All right. And I'm gonna change the trigger again. This time. I want this to be sent out a week after the last email. So one week, because I don't want to overwhelm people with emails, update the trigger. Look on design email, and this is my social media email. So get people toe, join me on Facebook or Instagram or something like that. All right. Okay. All of this can stay the same notice for the Google analytics thes are different titles. So if you are setting up for Google analytics, you have you contract statistics for each and every email, Alright, Saved templates and also noticed that all of my templates are a little bit different. Just I designed my own templates, but notice that they're a little bit different, just a kind of keep the interest or the visual interest off up a little bit so that they're slightly different with each email. All right? And we're going to save and continue. Okay, so now we have all three emails in the in the workflow. Now, the next thing that I suggest that you do is I suggest that you have all of your email set up. You want to send yourself a test email? Now, I suggest that you test out your email templates before you get to this point. But if you are actually adding your emails as you're creating your workflow and you haven't had a chance to test the emails and actually I suggest that you test them anyway because I'm a real stickler for testing out emails and making sure that they look good in both your own. Both your phone and your desktop and depending on which email service provider that you're using. One thing that's a little frustrating about email is sometimes that there's minor differences in between how Yahoo sees an email or Gmail sees an email or outlook can can render an email. So there's some slight differences there. So what I like to do is I have several different email accounts. I have one on Gmail. I have one at Yahoo and I have one at outlook dot com. And then also, sometimes I will send emails out to people like my husband or acquaintances so they can take a look at the emails and see what it looks like on their phone or at their work or whatever. Eso that If there's anything weird going on with the emails, they can tell me, Hey, this email looks kind of weird and here's what it looks like. And then it's also another way for people to take a look at the email and tell you tell you what they think of it. You don't want to skip this whole testing part because you also wanna have a second set second set or even 1/3 set of eyes taking a look at these email. So that's where you can spot a lot of mistakes, right at the last minute. By sending out test emails and having other people look at them, you can test specific emails or just go ahead and test all three. And I'm just going to go ahead. And then also, if you're including other people in with these tests, this is where you can put in a message about, say, like, Hey, can you take a look at this? Okay, tell me what you think. We're gonna go ahead and send the test, and again, I urge you not to skip this whole testing thing because you will be surprised what things that you've missed during this whole set up. Okay, so there it goes. So now I'm gonna go to my email box and OK, so here's a couple of my tests and there's a little message there, just in case you're sending this to somebody else, and all right, let's display the images, and we're just gonna go through and make sure that everything looks right. You want to click on the links, make sure that everything is going to where they're supposed to be going to, because that's one thing that people miss. Sometimes you'll quick on the Lincoln. Either it doesn't work or it's going to the wrong place. So you want to make sure that you also click on links to make sure that everything is working correctly. You might also, if you're getting other people to look at your test emails and everything, you also want to make sure that they're looking at the content. Make sure that it looks correct. I'm just gonna take a look. There's milk shop, Okay, so let's go back. All right. Workflow. Name tracking. And here's some addition to hear some additional on things that you can set. But you know most of the stuff where you have set up already. Also, you can also personalize the to feel when you're sending the email, people see that it's from you. You can also personalize. You can have the two lines saying Bob Smith, instead of just you know Bob's Smith at example dot com So you know you can put in your merged hangs here. Be great if they had this. Also, elsewhere in the template, you quick on the Merced AG list and it pops up. All right, so we're updating the settings now. All right. One thing that I forgot to tell you is one of the things that I did suggest back when I was talking about subject lines using personalization. So say, for example, you gather people's first names, and you want to address them in your subject line for a first name. Not gonna delete that. We're going to go back to design email on the right is gonna dump you right here to the design. But we in order to change the subject line, you need to go back to set up. Okay? So say, for example, you want to dress people by their first name. So you're just simply going to put in the merge tag? And so now this we're not changing the template, we're just gonna go ahead and save and return. Okay? So now we can also take a look. All right? So we can also test out what the from name would look like. So if you have people in your database already and you want to see what the But it looks like, welcome to my list. All right, so this my test database does not have first names. So let's take a look at we're gonna exit without starting. Let's take a look at one of my actual live welcome Siri's one that I just built the other day. Let's go to Instagram and then we can click on that and we can take a look and see what it looks like. So right here F name and l name. And, um, male chimp has a whole list of what these merch tags are. So if you want to insert somebody's last name or the first name, then you can just simply do so and they also you can also do that in the body of your email . So right here is where I put the first name tag here. So now if you want to see what it looks like with actual data, So if you have people in your list already that has a first name or whatever, you want to use your merge tag for simply quick on that and then right here, you can see the actual name. So that's one way that you can test to see if you're emerged data is is working. And then also, you can have it turned off to make sure that the subject line actually makes sense whether you have data there or not. So go ahead. And and we're gonna go back to the one that we're building, neither it iss. All right. So once you have all your testing out of the out of the way, you make sure that your merge tags works fine. All of your length look fine. You've had friends. Look at your automation zlook at your emails and say, Hey, they all looked great. Then comes time for you to go ahead and turn on your automation. So All right, so now we're gonna click on next. All right? We're ready to review everything, make sure everything looks good, And so once everything looks great, you're gonna go ahead and click on. Start sending. And there it is. We're all done. Congratulations. We successfully set up are welcome. Siri's Now, while you're welcome, Siri's will run without any additional work from you. It's always a good idea to keep an eye on it so that you can make sure that everything still running. Okay, six months from that six months from now. And you also want to make sure that you're measuring the effectiveness so that you can tweet things here or there to make it even more effective. So in our final lesson, I'm going to show you how to keep measurements of your welcome Siri's and see where you could make tweaks and improvements throughout the series to make sure that it remains effective. And you actually maybe even make it even more effective. So I will see you in that final lesson. 8. Your Series is Live! Now What?: So now you're welcome. Syriza's Live The great thing about automated emails is that once you have them set up, they can run pretty much without any interference from you. You've already done all the hard work you planned your Siri's. You've written your emails, you put them into templates, and then you set up your automation and turned it on. So once you turn on your automation, it's pretty much low maintenance. Now it's important to remember that low maintenance does not mean no maintenance at all. You should still occasionally drop in to make sure that everything is running properly. Set a date on your calendar or set a task on your task list, maybe every six months, maybe every three months, depending on how active your Siri's is. Turn off your automation and then go through and make sure that everything's working properly. Now here's some things that you do want to check when you turn off your automation and do your maintenance. Jack Number one is all the information still up to date? Do you need to refresh your content to reflect any changes in your address, your phone number, your email address or any kind of policies that you might have had to update between the time you set up your automation. And now are there any new photos or images that you can switch out with the old images? Is there any other information in the content that you need to update? Go through all of your emails and make sure that everything's up to date so that when you turn your automation on, everybody that's getting the emails is getting the newest brushes information. Take a look at your links as well. While you're looking at your content or all of the links that you have in your automation working, do you need to alter your content to accommodate link changes? Do you maybe need to add some additional lengths, or do you need to remove some links that aren't working? So be sure you test all of those links while you're looking at your Siri's. Also, while you're in there, take a look at your email design Now. Perhaps the last time you turned on your automation, you had AH website redesign or maybe wanted to update your branding. If you have an organization or you have updated logo, so take a look at the design of your email. Does it still match your website? Does it still match the branding of whatever business or organization that you're in a list of serving? Make sure all of that is updated, and then also, you want to make sure that you send yourself a couple of tests to your phone to your to your desktop and two other friends that have different TSP's or email service providers throughout the year. Or email service providers are constantly making updates do their software, and sometimes those updates can break your email, so you want to make sure that you don't have a surprise update that's breaking your email. And this is especially important if you've coded your own emails, so make sure that you take a look at that when you are doing your regular maintenance check . Now, doing regular maintenance will help keep things in working order. But the reason why we set up the welcome Siri's to begin with is that we have certain goals for the welcome Siri's, and we can't know whether we're actually accomplishing those goals. If we don't keep track of what's going on and then we also can improve on these goals if we don't keep track of what's going on now. This is where the success metrics in your planning template comes into play. You should be regularly keeping those success metrics, depending on whether their ongoing goals or whether they are of specific monthly goals or weekly goals or even of, you know, by monthly goals. You should be keeping all those statistics so that when the time comes for you to sit down and analyze your data, you can see exactly what's going on with your Siri's and you'll know what to tweak if you need to tweak things. So what I would do is say letter Siri's run for a minimum of two months, and this really depends on how active your Siri's is, how many people you tend to subscribe, but for a minimum of two months, more like three or four months would be better. The more data, the better. If you're tracking email opens, you should be able to see where in your Siri's those open that open rate begins to drop off . If you're tracking clicks, you can see what people are clicking on what people aren't clicking on. If you're trying to track sales, you'll be able to see whether people are actually following through on the email where you're trying to sell people Teoh, where you're trying to get people to go to your e commerce store, being able to gather this data and then looking through and seeing where the pitfalls are, where you're succeeding and where the holes that perhaps you need to plug in that will help you improve your Siri's and be able to do it continuously. Now here are some ways that you can tweet your Siri's, depending on what the data is telling you. Number one. You can change the order of your e mails now. Reordering the sequence of your emails is one of the easiest ways to treat your series. You might find that subscribers will respond better if a certain email comes earlier or later in the sequence. Perhaps there's an email that you want to put in front of your subscriber before the interest starts to fade. Or maybe there's an email that was a good idea at the time, but it's beginning to make less sense toe have early in the series, and so maybe you just want to kind of move it towards the back. Now adjusting the sequence of e mails is fairly easy. All right, so now we're back here in our in the automation that we set up. First thing you want to do is you want to pause and at it, actually pause all of the emails in your seat once and then say, for example, I want to move my social media email up to after the welcome email. So all you need to do is just grab it, using these three dots here and pull it up above the about email. So and then, you know, sometimes you have to pulling a couple of times, put it in the order that you want it. So if one of your goals is to get more social follows than it might make more sense for you to have the social media email right after the welcome email rather than the email that describes more about your business or more about your list. All right, The next thing that you might want to consider is you might want to consider adding or subtracting emails. Now, perhaps there's a missing link in your email sequence, it might make more sense. Toe. Have another email in the sequence to help support your goals. Or perhaps maybe there's too many emails, and the volume of emails that are going out is putting your subscribers off. Now we've already seen how to add an email to the Siri's. It's fairly simple process. You just come to your automation and you click on that email, and then you fill out the email as usual. But it's also fairly easy to delete an email from your Siri's. You simply come to the design email, click on the arrow and click on Delete and Male Chip is gonna ask you to make sure that you want to delete the email so very easy to get rid of e mails out of your sequence. The other thing that you may want to consider is, perhaps you want to adjust the content of your email. You could make changes to the emails themselves to make them more effective. Perhaps you want to try another subject line now. That's where that section where you brainstormed a couple of subject line ideas come in handy. Choose one of those from your template when you are creating your e mails and see if those actually affect your open rates. If that's something that you want to improve, maybe you want to tweet the pre header content. Maybe you want to think about making adjustments to any kind of calls to actions or any kind of links that you want people to click on and see if you can change those up to get a better response. Maybe you can also think about shortening the length of the email. If you think it's too long or if you think the emails a little vague, maybe you can try tightening up the language and making it a bit longer or add more detail to it. Also, you may want to think about switching any kind of imagery content that you haven't There may be another picture would do better, or maybe eliminating the picture completely wouldn't help this out. Or maybe you want to add something a little flashier like instead of having a static picture, you maybe want to include a new animated gift or maybe even a video. It's really easy to add these things using the milk ship templates. Also, you may want to consider changing the entire layout or updating the theme of your e mails. So perhaps it's the email themselves that needs to have a little bit of an adjustment. So that's something else that you want to consider. When you're tweaking, you're welcome. Siri's something else that should consider adjusting is adjusting your triggers, either timings or the type of trigger. Maybe the difficulty is that your emails are coming too close together or too far apart. Tweaking the timings of your emails in your Siri's could help, and this is really easy to do in male chimp a swell. So you just simply come back to your You're welcome, Siri's. And then you go to trigger at it. And then maybe instead of immediately, maybe I want to wait an hour before I send out an email, and I just simply update that trigger. So changing the timings around between all of your emails, you can do that. Or maybe you want to change the type of trigger that you're using in your emails. Say, for example, you don't want to send an email sequentially because by default you're sending out email. The trigger for the other emails are Usually if the previous email has been sent out, maybe you want to change the trigger for one of your email. So instead of automatically sending out an email depending on whether the previous you know set, maybe you want to tie that Teoh. Let's say campaign activity. Maybe you want to hold the next email until somebody receives another email. See an outside email like a like a newsletter or an announcement from you. So if somebody has been sent to particular campaign, maybe if they have a welcome to our community email from you. Or maybe if they've opened a campaign, maybe you want to hold all the emails until they actually opened a specific campaign. Or maybe you want to hold the emails until they click on something specific. Or maybe you want to hold additional emails until they purchase something so you can change the triggers of the emails so that the the way the emails are sent are based on what your subscriber is doing, which can be a powerful way to kind of target. What's going on with your welcome? Siri's. So consider changing your triggers either the timing or the type of trigger you're using on your emails, all right, and then also consider changing your sending days. Now, perhaps you discover that your audience doesn't tend to read their emails on the weekends. Or maybe you discover that nobody really likes reading your emails on Mondays. Or maybe that there's certain days of the week that you tend to get higher opens or responses. Or maybe you have a regular mailing, like a newsletter or an announcement that goes out on a certain day, and you don't want your sequence to interfere with that mailing. In that case, you can try restricting. You're sending days on your emails, either all of your emails or just specific ones. And again, this is really simple to do. Let's go back to your sequence, go to schedule, all right, and then click on what days this email should be set. So if you Onley wanna have these welcome emails be sent on the week days, and you can simply toggle off the days that you don't want these to be set, and then you can also restrict the timings of the email so you know what time in the day. So perhaps you want all of your welcome emails to be sent at noon on weekdays, so you know you can set that up as well. So that doesn't interfere with any other mailings that you have being sent during during the time period. No, actually want to consider maybe adding temporary or time sensitive content. Now perhaps there's an event or promotion or some other piece of time sensitive content that you want all of your subscribers to see. It could be something just for new subscribers, so you don't want to announce this to the rest of your list. Or it could be for subscribers that join just after you announced this information to the rest of your list. One example that I can think of that I used recently is that I had a summer sale on my mailing list, and I announced it in my newsletter, and I also sent an announcement, a separate announcement to everybody on my newsletter. But I also wanted people that had joined my list after those announcements were sent out, so that as soon as they signed up for the list, they knew immediately that there was a summer sale coming. So I created a separate announcement just for new subscribers, and I inserted it into my my sequence right after the welcome email. So consider that perhaps maybe you need to add some temporary emails for maybe the holidays or for promotion or for some type of event just for your new subscribers. And then you can remove it after the event or the promotion is over. Also, consider adding segmenting to your welcome. Siri's male chimp allows you to segment your list using tags and segments so you can is target specific types of subscribers in your list. Now you can do the same thing in your sequence. Perhaps there's an email in your Siri's that you think is more likely to appeal to a certain group in your list. It's easy to dio simply go back to your workflow here, and you can put it on any email in your sequence. So let's go ahead and click on filter by segment or tag. Now you can. She was a segment or tag, so maybe anybody in test had one will receive this email, or you can create a segment to match any kind of conditions. So, for example, oh, let's see that anybody that's in the birthday club, we'll receive this email and then you can see that segment. So instead of everybody receiving this email, Onley people who are members of the birthday club, they signed up for it. They were tagged in the system. And so this sequence knows that this is only going to members of the birthday club, and then anybody who's not a member will not receive this email. Now this is a powerful way to target specific groups of people and Onley. Give them the emails that are of interest of them. And as we learn, when we were first planning, our Siri's people tend that you opened emails that have something to do with them. That's something that benefits them so segmenting your Siri's can help you deliver content to people better interested in it. Now, when you're making these tweaks, resist the urge to do everything at once, pick one, maybe two adjustments and then wait for the results. The danger of making a lot of tweaks all at once is that if something changes, you won't know why that change had happened. It's better to go small and steady and to keep track of what you're changing Bento overhaul everything and start over again. Well, we have come to the end of my course, you know, marketing how to create an effective welcome Siri's. And I want to thank you for sticking with me throughout the throughout the time of my course. Now, if you have any questions, please feel free to leave it in the community section, and I will try to answer them as soon as possible. Also, if you like the course and you know, if somebody that may benefit from it, please feel free to share it. And then also, while you're at it, if you have a little bit of time, please leave a review. I can Onley improve my courses if I get some feedback from you and it doesn't matter to me whether it's good, bad or indifferent. I'd love to get the feedback so I can improve my courses. And then also, if you like this course and you want to know about when I have other courses, please feel free to follow me so that you can get the latest updates on new courses. So again, thank you for sticking with my course. Have a great one of the day and I'll see you next time