Pool Follow Ups ♻️
🕑 Target launch: March, 2024
📩 Sending Follow-Ups with Ethnio Pool: If you've sent a distribution from the Ethnio Pool, you have the capability to quickly send 1-5 follow-up emails to the same audience with logic to exclude people that have already signed up, blocked by eligible rules, etc. These follow-ups can even be set to recur automatically, boosting your response rates. Here are some key points to note:
1️⃣ Targeting Specific Audiences: Here's a bit more about the built-in logic that ensure your follow-ups reach the right people:
- 🚫 Exclude people that have already clicked the original distribution and signed up for your study, completed an external survey, etc.
- 🚫 Exclude those that are blocked by eligible Pool Rules below
- 🚫 Exclude failed or dropped emails from the original email.
2️⃣ Eligibility for Follow-Ups:
- ✅ Recipients of your initial distribution can get only one follow-up.
- ❌ Each person in your Pool is limited to just one follow-up.
3️⃣ Pool Rules Adherence:
- ⚙️ Follow-up emails will still adhere to almost all Pool Rules - restricted tags, opt outs, etc.
- ❄️ However, 'cool down' periods are an exception. They must be bypassed, or else no one would get a follow-up.
Timing & Recurrence
Any sent distribution is eligible for follow ups, and you can send one follow-up or schedule up to five recurring follow-ups based on an interval you select. For example, if you emailed 1,000 people an invite to a study, you can setup two follow-ups to anyone that opened but did not click, and send them 1 day apart. Of course you can create a Pool email template with follow up language.
Rules
Rules ignored for a Follow Up |
Rules applied to Follow Ups |
| Cool Down from Scheduled Interview | Opted Out |
| Cool Down from Pool Email | Restricted Tag |
| Incentive Limit | |
| No Shows | |
| Bounced, failed, complained | |
| Each recipient of a follow up can only be emailed once | |
| 💡 Note that if a potential recipient is blocked by rules in the 1st distribution, they won't be eligible to receive follow ups | |
| |
Audience (filtered automatically)
You can follow up with the entire successful audience of a past distribution, or select a common way to narrow down the audience. This is meant to be a fast way to get back in touch, but to do more complex filtering and emailing, you can always use filters and turn off cool down rules to email a more complex audience.
- Opened but did not click
- Did not open
- Clicked something
- All Recipients
Example numbers for a Follow Up 🔢
Let's say your original distribution had 1,000 people selected from Pool, but after it was sent, you had the following:
➖ 500 bounced, failed, or invalid emails
➖ 50 people opted out
➖ 10 people were no shows
➖ 50 people were tagged with a restricted tag
Your audience for the follow up 🟰 390