Creating an Automated Member Anniversary Campaign

Automated Campaigns are emails that are sent based on specific contact actions or on specific time-based schedules. They can be scheduled to send indefinitely or within a given time frame.

In order to setup an Automated Member Anniversary Campaign we will need to create and link the following items:

Creating the Anniversary Email Campaign

• Creating the Campaign
• Choosing the Template
• Inserting Header/Placeholder Images
• Editing Email Details

Creating the Member Anniversary Autoresponder

• Creating a Recurring Autoresponder
• Linking the Anniversary Campaign
• Configuring Send Options
• Activating the Member Anniversary Autoresponder

Creating the Member Anniversary Campaign

For our first step we will create the email campaign that will be sent to your members once their anniversary has been reached. This will be a basic template; you are free to create a custom campaign that is to your liking.

To create the campaign, you will need to login to your club's Clubhouse Online website as an Administrator.

Creating the Campaign

1. Navigate to the following menu items:
   • Switch to Club Central -> Email Marketing

2. Select Email Campaigns on the left navigation.
3. Click on + New Email Campaign -> Select Smart Email Builder.

Choosing the Template

1. Choose the template 1 Column (Mobile).

Inserting Header/Placeholder Images

1. Click on the Header Image to insert a desired banner.

2. Select Images from your hosted content, or upload a new image.

3. Upload the image you wish to place in this area and then click Insert on bottom right.

4. Click Update on bottom left to add the image to your campaign.

5. Click on the Placeholder Image to insert your desired image.

6. Select Images from your hosted content, or upload a new image.

7. Upload the image you wish to place in this area and then click Insert on bottom right.

 

8. Click Update on bottom left to add the image to your campaign.

9. Click on the Header Style Placeholder to insert your greeting.

10. Enter in your personal greeting message. Ex. “From all of us here at the Mystic River Club...”

11. Once finished, select Update Content at the bottom.

12. Next you will click on the the Subheading style placeholder to enter in a subheading for your Campaign.

13. Enter in your desired text. Ex. Happy Anniversary
14. Personalize the text by adding the First Name token
    1. Click on the Select Token drop down from the toolbar
    2. Select the First Name token

15. When you're satisfied with the text you've entered, click on the Update Content button at the bottom.

16. Once you have edited the Subheading, click on the Body section to edit the main content of the campaign.

17. Within the content are you can enter in the follow text or something similar:
    • “We would like to thank you for joining the Mystic River Club family back on [Insert the JoinDate token]. You have been a valued member of our community and we look forward having you with us for many years to come. When next we meet, your favorite drink will be waiting for you on us.

     Have a great day!"

18. Once you are satiscfied with the content entered, select Update Content on bottom right.

After inserting the appropriate content, your campaign will look something like this:

19. Once you are satisfied, click Next on the top right.

20. Step 2 will bring you to the Plain Text version of the campaign where you will select Next again on the top right to proceed to Step 3.

Editing Email Details

1. Enter in an Email Campaign Name as 'Member Anniversary Campaign'
2. Enter in the Subject as “ Mystic River Country Club Wishes You a Happy Anniversary!”.
3. Select Save Draft on top right.

 
The email campaign is now completed and will be in Draft mode.

 

Creating the Autoresponder

Now that we have drafted an email campaign, we can move onto our final step which is to create the Autoresponder. 

Creating a Recurring Autoresponder

1. Once you have logged into your Clubhouse Online Site, Navigate to the following menu items:
   • Switch to Club Central -> Email Marketing

 

2. Select Autoresponders and then select Recurring on the left navigation.
3. From the Auto Responder Dashboard, select + New AutoResponder.

4. Select Recurring and then select Recurring notice on the left.
5. Then you will select "datejoined" from the Initial Criteria dropdown on the right.
6. Select Next on the bottom right.

Linking the Member Anniversary Campaign

1. Select Copy one of my existing email designs.
2. Then select Start and email.

3. Locate and select  “Member Anniversary Campaign” from the list.
4. Once selected, click the Select button on the bottom right.

5. This will bring you to the campaign we just created, since the campaign is completed we will leave everything the same and click Next on the top right.

6. This will take you to the text-only version of your campaign, again the campaign is finished so select Next on the top right.

7. Lastly you will be taken to Step 3 of 3 of your campaign, click Save Draft on the top right.

 

Configuring Send Options

Once you have entered in all of the campaign details, you will then be navigated to this page:

1. On this page select:
   • On the exact date – This will send the email to members on the anniversary of the day they joined your club.
   • Send every Year - This will send the email to a member only once per year on the date selected.
2. Once completed select Save & Close.

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Activating the Member Anniversary Autoresponder

1. To activate this new Autoresponder, select Set Schedule.

2. On this page you can select when to “Start sending”:
   • Now – This will activate the Autoresponder right away.
   • On – This will activate the Autoresponder on the date and time selected.

3. Select Set Schedule on bottom right.

Your Autoresponder will now be activated and your Member Anniversary Campaign will be sent out to members automatically when their membership anniversary has been reached.