This Smart Flow template is designed to help businesses identify the ideal newsletter delivery frequency for their audience. By segmenting contacts into three groups—weekly, bi-weekly, and monthly—this template enables you to compare engagement rates and optimize your outreach strategy for maximum impact and stronger audience retention. The Email Delivery Frequency flow template helps businesses:
- Re-engage inactive contacts.
- Improve email marketing efficiency.
- Drive better audience retention using targeted email campaigns.
Topics Covered
- Business Type
- Template Type
- Use Case
- Key Features of the Flow
- Steps Used in Creating the Flow
- Breakup of Items Used in the Flow
- Benefits
Business Type
This flow works perfectly for SaaS companies seeking to maintain the consistent engagement of their customers. Other B2B and B2C businesses use it in nurturing leads while ensuring that more people convert through effective email marketing.
Template Type
This flow is best suited to marketing teams that wish to optimize their email delivery strategy. It segments out the audience automatically while concurrently analyzing their engagement in order to tailor outreach for maximum results.
Use Case
This flow engages inactive contacts through tagging subscribers, segmentation into frequency groups, and personalized emails. Engagement metrics can help determine the best cadence, ensuring constant and effective customer engagement with minimum effort.
Key Features of the Flow
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Audience Segmentation: The audience is segmented into three segments, namely, weekly, bi-weekly, and monthly recipients.
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Performance Optimization: Optimizes email delivery frequency based on audience engagement data, thereby increasing marketing effectiveness.
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Data-Driven Insights: Finds the optimal email cadence by analyzing responses to different delivery frequencies.
Steps Used in Creating the Flow
You can click here to learn how to create a new Smart Flow or access the Flow Templates.
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Trigger: Record Update
- Description: The flow starts when a contact is updated with a specific tag, such as "Newsletter."
- Practical Use Case: For instance, when a contact subscribes to the newsletter, their tag and source type are reviewed to ensure the right audience is targeted. This step ensures you respect consent preferences while identifying the ideal recipients.
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Send the First Newsletter
- Description: Immediately after the flow is triggered, the first newsletter is sent using the Send Flow Email action.
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Segment the Audience Using A/B Split
- Description: The flow is divided into three groups: weekly, bi-weekly, and monthly, using the A/B Split action.
- Practical Use Case: By equally distributing contacts across these groups, you can assess which frequency generates the best engagement results.
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Set Frequency Using Wait Action
- Description: Introduce delays of 7 days, 14 days, or 1 month before sending the next newsletter using the Wait action.
- Practical Use Case: This ensures content is delivered at the right intervals, allowing adequate time for preparation or follow-up.
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Send Tailored Newsletters
- Description: After the specified wait time, newsletters are sent to each segment using the Send Flow Email action, ensuring the content aligns with the chosen frequency.
Breakup of Items Used in the Flow
Trigger
- This causes the flow to start whenever a contact is updated with a specific tag, such as "Newsletter."
Branching
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A/B Split: Splits the audience into three paths:
- Weekly: contacts receive newsletters every week.
- Bi-Weekly: contacts receive emails after every fortnight.
- Monthly: contacts receive newsletters at the end of every month.
Actions
- Wait Action: Introduces delays of 7 days, 14 days, or 1 month before the next email is sent, ensuring newsletters are delivered at defined intervals.
- Send Flow Email: It sends personalized newsletters according to the chosen frequency, which increases engagement.
End
- The flow finishes with the email sent to the different segments through their preferences.
Benefits
Aligning the frequency of emails with the preferences of users increases open rates and overall engagement. This way, businesses can refine their email marketing strategies through detailed frequency analysis, ensuring consistent and meaningful interactions. Delivering content at the ideal frequency for each audience segment boosts retention and keeps customers strongly connected.
By implementing the Email Delivery Frequency Smart Flow, businesses can deliver the right content to the right audience at the right time, ensuring meaningful and consistent interactions.
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