Campaigns

Before you start

• Campaigns is turned on for your organisation. Your Wealthie contact can tell you whether your firm is eligible.
• The email has been prepared as a draft in your firm's connected email-sending account, including an unsubscribe link.

Where to find it

• Settings → Campaigns, with the Campaigns, Segments and Unsubscribes tabs.

Build a segment

1. 1

   Step 1: In Segments, select New segment

2. 2

   Step 2: Set the rules

   Combine rules such as status (clients, prospects or lost clients), adviser, region or city/suburb, group type, member age range, review due dates and products held (has any, has all or has none). You can also limit it to specific groups.
3. 3

   Step 3: Select Save segment

Prepare and send a campaign

1. 1

   Step 1: In Campaigns, select New campaign

   Choose the email draft and the segment.
2. 2

   Step 2: Preview the recipients

   The live preview lists who will receive the email and who is excluded, for example groups with no email, an invalid email or an unsubscribe.
3. 3

   Step 3: Check the unsubscribe link

   The preview shows whether an unsubscribe link was found in the draft. If it is missing, add one to the draft. Only send without it if the email is a service message, not marketing.
4. 4

   Step 4: Select Send test

   Send a test to yourself and, optionally, colleagues before sending to clients.
5. 5

   Step 5: Choose Send or schedule

   Send now, or schedule a date and time. You are asked to confirm either way.

Manage unsubscribes

1. 1

   Step 1: Open Unsubscribes

   See addresses that unsubscribed, bounced or marked a campaign as spam. These are excluded from future campaigns.
2. 2

   Step 2: Use Add address for opt-outs received another way

   For example, a client who phoned to opt out. Record the reason.

What you should see

• The campaign shows as Scheduled, Sending or sent, with its recipients.
• Opens, clicks and bounces are reported in the email-sending account rather than in Wealthie.

What is saved or sent

• Sending emails every eligible recipient in the segment at that moment.
• Unsubscribed, bounced and spam-reported addresses are not sent to.

If something goes wrong

I need to stop a scheduled campaign

Open the campaign and cancel it before its scheduled time.

A send has been preparing for over 10 minutes

Wealthie flags a send that looks stuck. Contact your Wealthie contact before trying to send again, so recipients are not emailed twice.

Someone should not have been included

Add their address under Unsubscribes and adjust the segment rules before the next campaign.