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IgnaceKe
New Participant
March 23, 2020
Question

Problem daily workflow from static list

  • March 23, 2020
  • 2 replies
  • 2320 views

Hello
I have to import people into a static list every day.
To these people I have to send an email to ask them their satisfaction score following our phone call. This email is sent only once and only if they did not fill in the form 30 days ago.

Are my processes fair?

Thank you

 

 

 

 

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2 replies

Priyank_Joshi3
Priyank_Joshi3
New Participant
March 23, 2020

Hi,

 

I'd suggest to exclude any records with invalid email address, unsubs, blacklisted, partners and competitors from your send list. Easy solution would be to create a global exclusion list and feed it in your smart list. 

 

Thanks!

SanfordWhiteman
SanfordWhiteman
New Participant
March 23, 2020

If it's a customer satisfaction followup after a call, those exclusions aren't necessary.

Michael_Florin-2
Michael_Florin-2
New Participant
March 23, 2020

Yes, looks okay to me.

 

So you import your people and then you run the campaign again? Or does the campaign run as a recurring batch? You might want to take a look at the option to not use a filter, but the trigger "is added to list", so the campaign automatically runs after you updated your list.

And there are options to solve your salutation situation more elegantly than having two email versions. A search for "salutation velocity" or "salutation script" will bring up interesting stuff. 😉

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