Who can use this feature?
If you're on the Pike13 Pro Plan, you can use Emma to send stylish email newsletters and promotions. As a business owner, you can use email to let your clients know about new classes, special events, promotions, holiday class schedules and so on. Mailings can be sent to your entire email list or to a segment of your list. Emma provides a bunch of tips and tricks for creating successful emails.
In this article, we’ll cover the initial integration of Emma and Pike13, as well as real-life examples for Emma’s popular segment and autoresponder features.
Connect Emma to your Pike13
- Go to myemma.com, and create an Emma account.
- Still in Emma, set up your member fields and add your list(s) of clients.
- Click the gears icon at the top right, choose Settings & billing, click the API key, and then click Generate key to receive a public API key, private API key, and account ID.
- At the top of any Pike13 page, click Settings, click Advanced Settings, and in the right menu under Email Marketing, click Emma.
- On the Email Marketing page, enter the Emma Account ID, Public API key, and Private API key, and then click Save.
When connected, all your clients’ info, including first and last attendance by service and client fields, is pushed to a group named "Front Desk" in your Emma account. Each of these attendance and custom client fields is mapped to the corresponding member fields in Emma. When they’re synced, you can use them to segment your list for targeting specific clientele or for automatically triggering any number of autoresponders.
Keep in mind that some custom client fields, like "emergency contact name," don't make good candidates for syncing to Emma—you'll likely never want to send an email to a group of people based on their emergency contact's name being "Tom Smith."
Emailing groups of clients
When you want to send emails to subsets of your client list based on criteria you set, use Emma's segment feature. You can segment your list based on the different member fields, like custom client fields and attendance in specific classes and appointments.
A couple of examples will clarify.
Example 1: Tell everyone we’re opening a new location
Send an email to all of the clients on your list to tell them that you’re opening a third location.
- In Emma, click Campaigns, create the mailing with the template you choose, add text, preview it, and then click Review & Send.
- Don’t segment it if you want to send it to EVERYONE on your email list, whether or not they’re current clients. So when you choose recipients, click Add all groups.
- From here, follow the steps for scheduling your mailing.
Example 2: Tell members about new classes
Let members know that you’re adding two additional Saturday classes by sending an email only to current members.
- In Emma, click Audience, the Segments tab, and then Create a new segment. In the segment window under Find people, choose Member information, and then click Add. From the dropdown list, choose Member?, set the condition to Member? equals 1, and then click Done.
- Click Campaigns, create the mailing with the template you choose, add text, preview it, and then click Review & Send.
- Choose the search you created in step 1. Under Choose recipients, click the Add groups or searches button, and then click the Members segment you created.
- Schedule when you want to send the mailing.
Emailing clients and setting conditions.
If you want to send only to people on your list who aren’t members so you can offer a promotion or other offer to try to win back their business, instead create a search with Member? equals 0.
You can set multiple conditions to send to current members who are ranked as level 3 athletes to let them know about an upcoming competition by creating a search with Member? equals 1 and adding a second condition for Class Level equals Level 3.
More common scenarios for segmenting your list using dynamic segments:
- Belt Rank is purple: You want to send an email only to your purple belt students.
- Class Level is level 1: You want to send an email to your level 1 athletes only.
- Yoga teacher training first visit is April 15, 2013: You want to send an email only to those clients who attended their first visit of yoga teacher training on April 15, 2013.
Remember, in Pike13 you get to determine who is and who isn't a member—this status is actively synced to My Emma. When you add data to client fields in your Pike13 client profiles, the data automatically syncs to Emma, provided you have created the necessary fields in Emma.
Using automatic replies
Autoresponders are emails that are automatically sent based on trigger events that you set. Common autoresponders include:
- Someone signs up to receive your emails
- Someone has a birthday or other date-related event
- Someone clicks a link in a previous mailing
You can create any number of autoresponder templates, customize the copy and design, and include special offers or promotions where appropriate. You can schedule them to send within the hour, or days, weeks, months, and even years after the designated trigger action has taken place.
Some examples will clarify.
Example 3: Send supplemental info in four weekly installments
You run a 12-session course that takes place over four weeks. You want to send a different email each week covering different topics of nutrition, sleep, recovery, and mobility.
You create four unique autoresponders, setting the trigger for each to be birthday or other date-related event and the date to be watched at first visit. You’ll schedule them a week apart:
- Nutrition-oriented autoresponder—schedule it to send one day after first visit.
- Sleep-oriented autoresponder—schedule it to send 8 days after first visit.
- Recovery-oriented autoresponder—schedule it to send 15 days after first visit.
- Mobility-oriented autoresponder—schedule it to send 22 days after first visit.
You’ll design and add unique copy to each of these emails and even include links to blog articles or other resources that help get these new clients off to a great start.
Example 4: Send an email when a client clicks a link in a mailing
You send out an email newsletter with several different articles. One article showcases an upcoming workshop you’ll be hosting at your place of business, with a link to one of the speakers who will be presenting the workshop. Of course, anyone who clicks the link is certainly showing interest and you want to send a follow-up email to try to capture the enrollment.
- Start as usual by creating the follow-up email you want sent after the link in the newsletter is clicked, and then click Review & Send.
- In the Choose a mailing type menu, click Autoresponder, and then click Create a new autoresponder.
- In the View/Edit an autoresponder event window under Send this mailing whenever someone, select Clicks a link in one of my mailings.
- Choose the mailing with the link or links that you want to base the autoresponder mailing on, and schedule it to send to anyone who clicked that link two days after clicking (or five days or five weeks).
- Choose the groups you want to receive the follow-up email, name the trigger event, and then save it.
- Activate your autoresponder or schedule it for the future.