Email, Bot & Push Notification Checklist
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DraftingScheduling
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Login to keap.com and click Email & Broadcasts > Send a Broadcast.Add any missing links.
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Click the 'Get Started' button and go to Actions > Create Blank Email.Make sure links have no spaces at the end.
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Where it says 'From: The contact's owner' click the pencil and select Antonio Centeno <antonio@realmenrealstyle.com>Tag links.
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Click in the recipients field and select
'001. RMRS -> 001-Broadcast-All-Finished'
Send a test email to yourself, Gavin, and Steven and check all links work in the email.
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Enter an attention-grabbing subject lineClick 'Review and Send' > 'Schedule for later' and select date (double check IK.)
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Add preview text - a 'sneak peek' to hook readers furtherSelect the publication time IN CENTRAL TIME as 07:00.
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Use TestSubject to check how they look on mobileClick 'Schedule'. It will take a few minutes to show up as scheduled.
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Go to 'Merge' on the blue bar > Contact Fields (most common) > First Name(If email, bot, and push notification are all scheduled) Check off in IK, notify Gavin and Steven
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It should now say ~Contact.FirstName~. Add a comma after.No amends after Steven checks it unless absolutely necessary.
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Write or paste in your emailHad to change something? Notify him to check again!
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If sponsored, include a sponsor link with some variant of 'Click here to check out x' near the beginning, and the FINAL, SHORT video link in the P.S. (Just put text if you don't have links yet.)
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If sponsored, include any discount code.Split Testing
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If non-sponsored, put the FINAL, SHORT video link in the text and either the article link or the personal touch in the P.S. Or ask for an email reply.Click 'A/B' and 'Enable A/B Testing' on the left
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Always sign off 'Semper Fi, Antonio'
(or 'Semper Fi, Antonio '[something funny]' Centeno')
Name the A/B test - topic of the email + e.g. 'subject line test' so Steven knows to check subject lines in each one)
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If you've pasted anything in, check the text colour is #343434
Set 'Email Distribution' to 100% (important - otherwise emails will be late)
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Draft will save automatically.Set it to end test after 7 days
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(If both email and bot copy are drafted) Check off in IK, notify Gavin and StevenSelect winning metric (click rate or open rate)
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Add a variation.
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Make sure no backslashes or other weird characters crept into the subject line (e.g. 'You\'re')
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Make a change.
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Add more variations if wanted - up to 4 (A-E).
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Click through and double check each one's correct and has no weird characters.
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This CANNOT be sent ahead of time - save as draft
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If you just turned a scheduled email into an A/B test, stop the original email
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Let Yuri know what A/B test you'll be sending when so he can stand by as backup
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Set reminder alarms for the correct date
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Send at 7:00 CST
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Let Yuri know when sent
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Check off in IK
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