AI workflows for email and text marketing.

Writing, checking and timing the marketing emails and texts a company sends, from welcome sequences to promotions.

Who does this work

  • Email marketing manager
  • Lifecycle marketing manager
  • Retention marketer

3 workflow templates ready to adapt, and 4 workflows identified.

Updated

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Examples of the workflows identified
  1. Check a text campaign list against recorded opt-ins
  2. Draft an email sequence
  3. Plan the sends for a promotion across email and text
  4. Check a marketing email before it is sentIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Check a text campaign list against recorded opt-insSets every number on a proposed text campaign list beside the opt-in the company's records hold for it, with where and when it was given and its wording, and holds out and counts the numbers with no recorded opt-in or with an opt-out.Workflow templateDraft an email sequenceA welcome, nurture or onboarding sequence in the company's voice, each email with one job and every claim traced.Workflow templatePlan the sends for a promotion across email and textGives the marketing lead one send plan for a promotion: who may receive it on each channel under the company's consent records and suppression lists, every send in order with its timing, content and links, and the approvals needed before the first send.Workflow template
Check a marketing email before it is sentChecks a built email for broken links, wrong personalization fields, the right audience and exclusions, unsubscribe and sender details, and rendering issues.Illustrative · not built yet

Workflow templates

Email sequence draftingPeople who asked to hear from you get emails worth opening: a welcome, a nurture sequence or a new customer's onboarding, drafted in your voice, each email with one job and one ask, every claim traced to your own facts, and a clear end. You read, load and send them yourself.Workflow templatePromotional send planBefore a promotion goes out, the marketing lead gets one send plan across email and text: who can receive it under your own consent records, every send in order with its time, what it says and links to, the suppression lists applied, and what must be approved before the first send. Nothing is sent.Workflow templateText-message opt-in checkBefore a text campaign goes out, the marketing lead sees every number on the proposed list beside the opt-in your own records hold for it: where it was given, when, and the wording as recorded. Anyone with no recorded opt-in, or with a recorded opt-out, is held out and counted. A person decides who is sent to.Workflow template

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Where to go next

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