How to Set-Up and begin running an email marketing automation campaign

Requirements Gathering

• Create a detailed project plan, referencing previous plans for guidance.
• Discuss the desired outcomes and goals of the project.
• Assemble the necessary team members to complete assigned tasks.
• Discuss ways to improve the previously executed campaign.
• Add agreed-upon task/stage improvements and new tasks/stages to the project plan.
• Finalise the target number of leads to purchase.

Campaign Preparation & Configuration

• Purchase the enriched leads.
• Import leads into the internal system, ensuring each has a unique tag.
• Review past campaign emails, document desirable changes, and edit drafts.
• Create 3 separate email drafts in order to monitor which receive the best response (different length/content etc) 
• Ensure the Junari custom footer is included in all emails.
• Verify that the Brevo connection is functioning correctly.
• Check if there are sufficient emails left in the Brevo subscription.
• Create a ‘test’ mailing list with company employees.
• Review the post-campaign sales process (handling responses, system management, opportunity conversion, etc.).
• Enrich any purchased leads that lack email addresses.
• Decide on the email address to send the campaign from (if using a new domain, ensure it is properly warmed and not blacklisted).
• Ensure replies from the new domain’s mailbox are routed to Junari's internal lead system.
• Perform a spam test on the prepared emails.
• Create a sending schedule using Akarigo’s previously used template.

Execution Phase

• Create the marketing automation (responsibility: Lakshmi, Expert).
• At the end of each automation, ensure an activity is created for the dedicated sales person, to call the leads that have opened the final email in the stream
  
• Test the automation using the ‘test mailing list.’
• Ensure all emails are routed to the appropriate employees/sales representatives.
• Develop and agree on a process to monitor responses.
• Conduct a final review of the email content (links, contact info, design, footer, etc.).
• Run a final test of the automation.
• Launch the campaign automation.