Creating an Automated Welcome to the Club 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 Welcome Campaign we will need to create and link the following items:

Creating the Welcome Campaign

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

Creating the Autoresponder

• Creating a Recurring Autoresponder
• Linking the Welcome Campaign
• Configuring Send Options
• Activating the Welcome to the Club Autoresponder

Creating the Welcome Campaign

For our next step we will create the email campaign that will be sent to your members once they make a dues payment. This will be a basic template; you are free to create a custom campaign that is to your liking.

In order to create the Campaign, you will need to log into 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. Hover over the second Placeholder Image and click the trash can to delete the block.

6. When prompted, select OK to confirm the decision.

 

7. Click on the Header Style Placeholder to insert a title.

8. Enter in your title. Ex. “Announcing Our New Website”
9. Once finished, select Update Content on bottom right.

10. Next you will click on the the Subheading style placeholder to enter a greeting for your Campaign.

11. Enter in your personal greeting message. Ex. “Hello”
12. Then click on Select Token from the toolbar and select “First Name”

 

13. Once finished, select Update Content on bottom right.

14. Next click on the Body section to edit the main content of the Campaign.

15. Within the content are you can enter in the follow text or something similar:
    • “Please visit our new website: www.mysticriverfallsclub.com. The new website will allow you to:
      View your Member Statement
      Look up other members
      Make reservations online
      And more            Warm Regards, Mystic Falls River Club”
16. To add a hyperlink for the club's website, highlight the website URL and click the chain link icon.

17. In the Link URL field, add https:// then the club website URL.
18. Set the Target field to Open Link in a New Window.
19. Click Insert.

20. 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:

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

22. 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 "Welcome Campaign"
2. Enter in the Subject as “Welcome to the Club”.

 
 
 

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 Triggered 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 Triggered on the left navigation.
3. From the Triggered Autoresponders Dashboard, select + New AutoResponder.

4. Select Triggered and then select Welcome email template.
5. Then you will select "Contact added via any means" from the Initial Criteria list on the right.
6. Select Next on the bottom right.

Linking the Welcome Campaign

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

3. Locate and select  “Welcome 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. Click Save.

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Activating the Welcome to the Club Autoresponder

1. To activate this new Autoresponder, click 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 Welcome Campaign will be sent out to members automatically when they are first added to your Email Marketing account.