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Segments, Drips and Broadcasts

  • Event Management
  • Accounts Management
  • People Management
  • Segments, Drips and Broadcasts
  • Website Management
  • more_horiz
    • Event Management
    • Accounts Management
    • People Management
    • Segments, Drips and Broadcasts
    • Website Management
  • Creating a segment

    You can create a dynamic segment of contacts easily within Outseta. Note that the segment list will be updating all the time as new people are added to the platform and their status / details chang...
  • Creating a drip campaign

    Drip email campaigns allow you to trigger an automated series of emails. To create a drip email campaign, follow the steps outlined below. 1. Click EMAIL > DRIP CAMPAIGNS from the left hand navigat...
  • Drip campaign triggers and segment definitions

    The information below is correct at the time of writing 17/07/2024 Active Drips Committee application received Start when Person added to segment: z_Committee - Application Received Drip is sent wh...
  • Checking a drip has been sent

    There are two methods to check whether a drip has been received by a prospect or member. Method 1 - The sent log To check whether a person has received a drip you think you have triggered, go to ...
  • Using "Preferred Name" in email merge tags

  • How to resend the "Enquiry - New Membership" Drip Campaign in Outseta

  • How to resend the "Enquiry - New Referral" Drip Campaign in Outseta

  • How to send a welcome email broadcast instead of re-triggering a drip

  • How to know if/when a Drip Campaign will be triggered

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