and how easy? I created a below structure and want to know how much Lithium community itself support my structure or my wish list.
We found a bit difficult to do this - we can do filtering and get data of users based on filtering - but when we want to send private message to this filtered group - we cannot send. Plus, when we send private message (and cc: email of users) we got limit at 10,000 max per month. This is not practical to us.
Pls share your thoughs and suggest to me if you know the solution (that is easy) Thank you.
How we are doing:
It would be easier to be able to send private messages to filter group and cc: users’ email at one time click through the platform.
and the filter should be more varied
Solved! Go to Solution.
Good post. There would certainly be a lot of value from what you are proposing.
Unfortunately the platform doesn't currently offer an easy way to do what you have described. There would need to be a lot of manual reporting and data analysis, and then exporting to a CRM that could do the emailing for you. However @amanda_optly has done something similiar with a Salesforce integration to push data to Marketo - she might like to share her experiences to date.
Here's a couple of relevant ideas exchange posts that you might like to add your vote and comments to:
Automatic emails or PMs following registration to guide new users
Yes @mojijoy it will be good to have some easy way to reactivate dormant users with mass direct messaging instead of exporting the data and use an email system to send out the messages. I have voted on the idea suggested on message manager.
This is near and dear to my heart, as I've been spending most of my days thinking about how as community professionals we're going to drive and show value of what we're doing every day to our organizations going forward. The good news is that we all have a lot of data about what is happening in our communities, but the platform lacks the necessary tools to go further.
In the context of this discussion, there are three components to think about:
Lithium does #1 well and most organizations have solved #3 with tools like Marketo, leaving us with a gaping hole in the middle. It is easy enough to export a User Report or some .CSVs from LSI and use Excel to get a basic e-mail list, but do you really want to spend time doing all of these manual preparation and filtering operations every time you want to send an e-mail? I think we can do much better, so I spent a few minutes this morning creating a workflow in Alteryx to try and solve the immediate need in an easy, repeatable way.
Here are the details:
Hopefully that is helpful to think about how you can start to approach these kinds of tasks in easier and faster ways. There is a ton of power in these kinds of tools that we can all benefit from.
If anyone is interested in trying this for themselves, click here for the workflow file and grab a free trial of Alteryx to run it.
@BrianOblinger Thank you for your reply - it's really helpful.
So how do you measure the efficiency of the email/private mesg sent via community to users?
Ex. if you send email (or mesg via community) to Lurkers - how do you know that those users participate more from the email you sent.
(we tried to use Google Analytics)
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