The Newsletter Process

Step 1. Draft Newsletters

• Written internally
• Reviewed for grammar, spelling, and readability
• Have at least 3 newsletters ready at any given time

Step 2. Add New Names

• Administrative assistant sends marketing team new names with emails to add to the newsletter contact list
• The Tuesday prior to each newsletter distribution (Thursdays biweekly)

Step 3. Newsletter Built in Active Campaign

• Marketing team puts the newsletter in Active Campaign
  • Formatted and designed
    

Step 4. Final Newsletter Approval

• Test newsletter is sent to DORIS leadership for approval
  • At the latest the Wednesday prior to newsletter distribution
• DLT members respond with approval -- at least two approvals needed before sending, on internal and one external
  • Any edits recommended are made prior to final send.

---------------------------------------- SEND NEWSLETTER -------------------------------------------------------------

During off week

Step 5. Check newsletter@ email

• Tuesday following newsletter send
• Admin checks the newsletter@ email for responses
  • Draft response or action item (playlist, data collection, LinkedIn post, response to person)

Step 6. Opens/Unsubscribes

• Marketing sends all opens and unsubscribes to DORIS
• Unsubscribes are noted in Black Box 1.1

• Responses are saved to Newsletter Doc

•  

  Opens/clicks are saved to the Newlsetter Opens + Clicks sheet

Step 7. Sales Activity

• Link to people who actively open newsletter on LinkedIn
  • KA to do this for MT and SJ
• Get coffee with people who respond
• Use the list for reach outs
  • Identify who will reach out
  • Identify when the contact has been transferred to the Black Box for reach outs
  • Update the opens/clicks list when the reach out is completed

---- Reach outs then move into sales reach outs and pipeline ----

Step 8. Rinse & Repeat