Mad Mimi

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“Simple and Beautiful email marketing” — Mashable

  • How to Send Emails Based on Date Triggers

    Using Mad Mimi’s Date Triggers feature, you can send out emails to your audience, based on a calendar date in their audience member details. This is a great way to send out a Happy Birthday, Anniversary, or holiday announcement — or even an appointment reminder!

    How do I access Date Triggers in my Mad Mimi account?

    It’s super easy to activate the feature, and set up as many date triggers as you would like. Just click on “Add things” at the very top of any Mimi screen, and then scroll to the “Triggers” option. Turn it on, and click the “Go set it up” link.

    Turn on Date Triggers feature under "Add things" at the top of any Mad Mimi screen.

    When you first access your “Triggers” area, it will be blank, like this:

    getting started with Mad Mimi triggers -- click "New Trigger" button to create your first trigger

    You can access the Triggers area, at any time, by clicking on the white “Triggers” link in the top right of most Mimi pages.

    Pro Tip: Before you get started with Triggers!

    — Make sure you have the promotion you want to send on the trigger date, already created in your Mad Mimi Dashboard.

    — You’ll also need to have the date field set up in your audience. You can either have this field as an option in one of your web forms, or already added to your audience member details through an upload. The accepted date formats for the date field are:

    mm/dd/yyyy — 09/21/2004

    yyyy/mm/dd — 1985/08/30

    and also long form dates, too:

    dd full-month yyyy — 27 November 2011

    dd short-month yyyy — 27 Nov 2009

    yyyy month dd — 2008 November 27

    Each trigger that you set up will send every year, on that date — no matter what the year is that’s entered in the field. So, if you are using this for appointment reminders, for example, just remember to delete the date from your audience member details, after the email sends once.

    How do I set up a New Date Trigger?

    Head to your Triggers area, and click the orange “New Trigger” button on the right. You’ll get a two-step overlay window, to set all the details you need, for your new Trigger.

    Step 1: Trigger Details Setup

    On the first step of the Trigger set-up, you first need to name your Trigger. This is just for your own purposes, your audience won’t ever see this name.

    You then need to select the audience list that you want to have this Trigger apply to. You need to have the list created in your audience, separate from your master “All contacts” list, in order to use the Trigger feature. Choose any list that you want from the “Recipients” dropdown list:

    selecting the audience list to send to, when setting up a new Mad Mimi trigger

    Next up, you need to select the data column from your audience member details, that includes the date for the trigger. If you’ve set up a web form with a date field, simply choose the title of that field from your web form. Or, if you have manually added the date field to your audience, simply choose the field name from the “Data column” dropdown:

    select a promotion when setting up a new Mad Mimi date trigger


    The next option is to choose the promotion that you want to send, when the date trigger is reached. This is any promotion on your Mad Mimi Dashboard, so just select the proper email from the “Promotion to be sent” dropdown. You do have to create the promotion before you can save the Trigger, so be sure to create at least a draft of the promotion, before you set up your Trigger.

    Lastly for this page, just choose the time you want the Trigger email to send. You can pick any full hour, from the dropdown menu under “Send time”.

    When all your settings look correct for this page, just click the orange “Next” button in the bottom right of the overlay screen:

    step one complete for setting up a Mad Mimi date trigger

    Step 2: Email Details Setup

    The second step of setting up your Date Trigger is the mailing details for the actual email that goes out.setting the mailing details for the Trigger email in Mad Mimi

    Just set your ‘from’ name, and email address — this will show up as who the email is sent from, in your recipients’ inboxes.

    Make sure your subject line is set to what you want to show on the email that’s received.

    And be sure that your “Enable link tracking” option is selected. This will let Mimi report back all the stats from these Trigger emails. If you untick this option, Mimi will not report any statistics on these mailings, at all.

    Then you have the option to include the social sharing links, at the top of the email, when it sends. Just choose all the platforms on which you want to allow your audience share this email.

    Click the orange “Save” button at bottom right of the page, and your Trigger is saved!

    new trigger successfully saved in Mad Mimi -- click the "Start" button to make it live

    Start Your Trigger!

    You’ll now see your Trigger, all set up and ready to go, but you’ve got one more step! Your trigger is saved, but it’s not quite live, yet. Just click the “Start” button at the bottom left of the Trigger, and your Trigger will be live. You’ll see the “Start” button, change to a “Pause” button. You can stop your Trigger emails, at any time, just by clicking this “Pause” button.

    click start button on Trigger and see button change to Pause -- to stop Trigger click Pause button

    Your Triggers Display

    You can set up as many Date Triggers as you want, for all different date-related uses!

    use Mad Mimi Date Triggers for all different date-related email sends

    You’ll see all your Triggers in your Trigger area, listed in the order that you’ve created them. You can see a preview of the promotion, a lot like back on your regular Mad Mimi Dashboard. The Trigger Name is listed, and Mimi tells you which data column this Trigger uses, which promotion it sends, and to which list.

    If you click on the promotion name:

    click on the promotion name on the Mad Mimi Trigger preview, and you'll see a Preview of that promotion

    you’ll get to see a full preview of that promotion.

    And if you click on the list name:

    click on the list name in the Mad Mimi Trigger preview, and you'll go directly to that list in your Audience area

    you’ll go directly to that list, in your Audience area.

    Of course, if you have any questions, email us or pop into live chat! Happy Triggering :)