Automation domination
Two case studies: Friends of the RA and 25 & Under
1
Introductions
Amber Albani Marketing Officer, Loyalty
Rowan Foulkes Marketing Officer, CRM
2
Friends Welcome Journey
Where we started
3
Friends Welcome Journey
First Email
Visiting the RA
Initiation day + 1
Second Email
Catering at the RA
Initiation day + 14
Third Email
History of the RA Initiation day + 28
4
The set up
Extraction Manager
5
The set up
6
Results
Email 1
Email 2
Email 3
Previous welcome email
RA Friends average (Q1 FY 22/23)
*RA email average
7
Results: Heat maps
Original welcome email
New welcome email (Own / Gift Ben introduction)
Gift Aid block: new feature
8
Conclusion
9
25 & Under automations
10
Sign up creates/updates constituency
11
Welcome email
& conditional content in welcome email appears based on user status (new/existing)
12
25 & Under offboarding email
13
The set up
14
Birthday automation
15
Conclusion
16
Thank you
Amber Albani
amber.albani@royalacademy.org.uk
Rowan Foulkes
rowan.foulkes@royalacademy.org.uk
17