Automated communications—order of operations

00:50

Step 1: Create a population & population rule

01:30

Step 2: Create mailings in the campaign

05:30

Step 3: Schedule mailings to send

21:00

Step 4: Activate population rules

26:40

Order of operations—recap

30:50

Pre-submitted Q&A:

"Can I permission the campaigns by department?"

31:35

"How does UTM tracking work and can I use print with UTM?"

32:35

"Should my population rules be in an exclusivity group?"

38:20

"How can we prevent records from receiving multiple emails on the same day, or receiving too many emails in a week?"

38:55

"If a record is removed from a population and then re-added, is the timestamp reset?"

40:30

"Do recipient list queries need to check for the existence of an email address? How can we check for bad or bounced emails?"

41:20

"Is it necessary to have different populations for each sub-group in a campaign(e.g., major, citizenship status, sex, etc)?"

42:50

"Can multiple email addresses (e.g., email, parent 1 email, parent 2 email, etc) be added to the same recipient field in a mailing?"

44:52

"What are some best practice recommendations for migrating from one-off emails to campaigns?"

46:46

"Can one overuse populations?"

47:40

"What is the best way to send a personalized mailing to a record after meeting her at an event?"

48:25

"How do I handle adding emails to an active campaign?"

49:45

"How do I build a population that includes both inquiries and applicants?"

51:40