Follow ups to pool emails or study invites ♻️

📩 Sending Follow-Ups with Ethnio Pool: As of Dec 2, 2024, for any future distribution you send from Ethnio Pool, you'll have the capability to quickly send 1-3 follow-up emails to people that didn't click a link but opened the email or people that didn't open the email but received it, etc. There is logic that excludes people that have already signed up, been blocked by rules, etc.

New concept: Audience

In order to send follow ups, batches, and multiple random subsets, we have to save the total original audience for your distribution or study, then come back to that same saved audience. If you select 1,000 people based on segments, filters, or sources, then email 500 of them, the audience will still be 1,000. That way you can come back and send the next batch or next random subset. You can still send a follow-up to a subset of the first 500 as well.

How to send a follow up or next batch

Once you send a new distribution with a saved audience after Dec 2, 2024, head to Pool > Distributions and click the three dots are some key points to note:

⚠️ Please note this will only work for distributions that have an audience, so it won't work for your past distributions.

Logic for follow ups and audience

Here are some of the details around how follow ups are calculated.

1️⃣ Excluding people: to ensure your follow-ups reach the right people, we exclude anyone that has:

• 🚫 Clicked the original distribution and signed up for your study, completed an external survey, etc.
• 🚫 Been blocked by eligible Pool Rules
• 🚫 Had failed or dropped emails from the original email

2️⃣ Eligibility to receive a follow up

• ✅ Recipients of your initial distribution can each get only one follow-up.
• ✅ This ensures nobody can be annoyed with follow ups

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

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.

1. Opened but did not click
2. Did not open
3. Clicked something
4. 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