proposal for emailer

Proposal for Mass Email Marketing Application

VERSION 1 Published

Created on:May 17, 2007 4:28 PM by aaronjudd - Last Modified: Jul 12, 2007 11:22 AM by aaronjudd

The BIO (ByInviteOnly) Email Marketing Manager can be used as a free standing application to compose, send and track HTML newsletters to an opt-in subscriber list. Designed to work in co-ordination with the CSP, BIO integrates user records and subscription data. The new BIO will be a complete re-write of our existing technology.

The layout of BIO will mimic the rest of the CSP. These are the details of the functions; it is up to the development / design team to determine how they look / feel / act

Managing Lists & Users

Creating A List

A list is a defined mailing list. Each list needs the following information to be launched:

List Name

Insert Properties of list owner

Site description (When presented on the front end, what is this list called)

Additionally, each list has a series of properties that can be unique to each list:

Public / Private (Can anyone who visits the site join this list, or is it hidden from the front end email.tpl default display)

Text / HTML (Is this list exclusively Text only, or is it also produced as an HTML newsletter)

Monitor Activity (Subscribes / Bounce Notices / Send 2 Friends are cc'd to site admin or only included in the reporting area)

Default Salutation

Greeting ("Hello" or "Dear") if this is left blank, the fields below are ignored when the eh4. mail is produced

Field Name (From the User Record, most likely First Name)

Blank Salutation (If no name exists in the field name, use this greeting, for example: "Subscriber" or "Friend")

Send To Friend Format (Does it display a box at the bottom of the email, or a link to a web page where multiple friends name and addresses can be entered)

Redirection Links - These are where the subscriber goes once a behavior has occurred. We will need default pages with this information, but there should be customized versions as well. Perhaps these pages can be auto generated and auto populated on a new site set up. (These need to be inside or outside links. It would be great if you could drag the site location from the navigation pane, or select from a drop down. But you must be able to enter an external link in case they are using BIO for a non CSP site)

Send To Friend (Where the S2F sign-up page is located)

Sign-up redirect (When someone initially adds their name to a list, they are sent to this page. This will have the instructions for the double opt-in email)

Success Page (After the double opt-in is completed, they go to this page)

Unsubscribe Page (Where they go when they "opt-out". Ideally, an exit survey would be nice here)

Banner Image - This is a banner image that would appear on our default pages if no customized versions appear

Opt-In Rules

In order to meet all compliance regulations for http://www.truste.org/requirements.php#req5 Trusted Sender status, BIO emails must meet the following opt-in rules:

All Opt-in information must be stored with the user data, available for user review and included with each email either as a text section or a link to their opt-in information that does not require a login / password to be viewed

All online subscriptions must be double opt-in unless part of a larger registration process (for example, when making a purchase or registering for a class, etc

Online subscriptions must include a date/time stamp and IP address

Offline sign-ups must include the following data:

Date of sign up

Location / Event where sign up occurred (In store, Widget Makers Trade Show, Olmstead County Fair, Offline Request)

Name of person who added the name (if personal request)

Non personal or delivery related data must be visible to the recipient either in the email itself or through a link included with each email.

Subscribing to a list

There should be at least two online methods for subscribing to a list. Each has unique features that differentiate the type and the double opt-in requirements.

Newsletter Sign Up h5.

Generally, a user will be presented with a newsletter sign-up box as part of the wireframe of an application. This registration is generally a box that requires only the email address and offers the user with the ability to add themselves to one or more lists. This sign up must be double opt-in.

Frequently there are a variety of reasons that a single sign up “box” may be insufficient for a site owner. There may be additional, voluntary information the site owner wants to attempt to collect. There may be too many email lists than can be easily included in the space for a sign up box. With this in mind, the front end functionality should include a “continuing” form, where the user adds his email address to a box, and when hitting the submit button, he is brought to a “success page” where the email lists are presented, or additional information can be obtained (either voluntarily or required) according to the site owners wishes.

Smart Emailing Application - A complete solutions

Thursday, September 25, 2008