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Erin_Mackintire
Level 2
September 15, 2016
Question

Automate email throttling

  • September 15, 2016
  • 3 replies
  • 3702 views

Hi everyone,

We often manually throttle our emails that have a CTA to call the sales rep, so they aren't bombarded with more calls than they can handle per day. Right now the process is as follows:

Take a list of 10k leads where we want to send 2,000 a day Mon-Fri.

  1. Create a static list
  2. Add to the static list via a smart campaign using random sample. In this example it would be 20%
  3. Create a "send email" smart campaign to send it to the 2k members of the static list
  4. Clear static list using another campaign or flow step.
  5. Repeat manual launch of campaigns, taking into consideration that the static list is now down to 8k
  6. Recalculate the random sample to 25%

Has anyone come up with an easier solution to this? I would love to set it as a reoccurring batch campaign but I want to make sure that the number of leads per day is accurate.

Thanks!

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3 replies

Level 8
September 15, 2016

Hi,

Why don't you add the random sampling in an email flow step and then a wait step of a day then then do another random sample email send?

So you'd have the list of people you want to send to over the week in the 'Smart List' tab, and then 'send email' and 'add choice', select 20% random sample, wait step of 1 day, send email to the next 20% random sample and so on until you get a whole week done?

That might be an easier option?

Juli

Erin_Mackintire
Level 2
September 16, 2016

Hi Juli,

I thought of that as well..but I am wondering if the next flow step would only be taking 20% of the existing list as it does now. So the list samples per day wouldn't end up being an even send. Have you experienced something different?

Level 8
September 19, 2016

Sorry for the late reply. 

The next flow step would take the next 20% of the 10K list as far as I'm aware.  So you'd have to chose 20% of 10k each time.

So you don't need the extra step of taking 20% of the 10k and adding to a static list and clearing that list each time.

Thanks

Juli

Erin_Mackintire
Level 2
September 19, 2016

Thanks! I will give it a try

Dory_Viscoglio
Level 10
September 20, 2016

Hey Erin and Juli,

I would advise a remove from flow step after each of the emails is sent, because there is nothing preventing someone from receiving the email multiple times from the random sample -- although this is going to cause you to have a lower sample size for each random sample send.

I think the easiest way would be to create 5 static lists, Monday-Friday, and do a random 20% distribution into these lists. Then, set it to send to the Monday list on Monday, and so on.

So your flow step would be

If random sample is 20% add to list Monday

If random sample is 20% add to list Tuesday

If random sample is 20% add to list Wednesday

If random sample is 20% add to list Thursday

Add to list Friday

Then there would be a separate send campaign either for each list, or a single send campaign with wait steps -- whichever you prefer.

Level 8
September 21, 2016

Hey Dory,

I've done it the way I suggested before and it always selects a different random sample as it can't send the same email to the same person.  I might have just been lucky though maybe?\

The other option is good too, setting separate lists for each day of the week.

Julz