Segmentation and targeted outreach requires manually exporting alumni data, cleaning lists, drafting personalized emails, and uploading to an email platform. This repetitive, error-prone work consumes per campaign and delays launches by 2-3 days.
Automation queries the alumni database, applies segment rules, cleans and deduplicates the list, personalizes the email, uploads to the email platform, and sends the campaign in one workflow. Approval happens in minutes, not days, and segment consistency improves to.
The full workflow, from trigger to completion.
Marketing manager submits a campaign request via a form, specifying the target segment, email subject, and body copy.
The automation queries for all alumni matching the specified criteria (giving level, graduation year, engagement status) and builds a clean, deduplicated recipient list.
The automation checks each email address for validity and removes any that are bounced, unsubscribed, or malformed.
The automation inserts personalisation tokens (name, giving history, last event attended) into the email template based on each recipient's record.
The automation uploads the final recipient list and sends the campaign immediately or at the scheduled time.
The automation creates a campaign record, linking all recipients and logging the send date, subject, and segment criteria for audit and reporting.
The automation sends a confirmation message to the marketing channel with the campaign name, recipient count, and a link.
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