
The email functionality of our automation rules can save you a massive amount of time as a community manager, but they are also, rightfully, a little daunting. After all, itâs a tool that has the potential to email everyone in your database. Thatâs why I find that many of our clients arenât using the automation rulesâbut talk about throwing out the (amazing, time-saving, ultra-powerful) baby with the bathwater!
If youâre intimidated by automation rule emails, however, you donât need to set up a huge, comprehensive tactical plan with every rule in the book. You can simply start with a few and see how they go over. Iâve collected five of my favorite automation rules that are perfect for beginners, no matter how cautious you are.
We Miss You
The âWe Miss Youâ rule is sent to a relatively small group of people: community members who have made significant contributions in the past, but who havenât posted in . Itâs a friendly, appreciative message, and many clients whoâve enabled it have shared that this message gets the most warm-fuzzy replies from users. And itâs not just warm feelings: this rule tends to have a high conversion rate (26% according to one client), which means that recipients are inspired to come back into the community and post again within a week of receiving it.
Keep the Conversation Going
Much like âWe Miss You,â this rule targets a small segment of your : budding community MVPs. âKeep the Conversation Goingâ is sent to members who have started a post that became unusually active, but who havenât accumulated a certain number of contributor points yet. It tells them that you think theyâre great at starting discussions, and invites them to start more. Interestingly, this rule regularly has a 100% conversion rate, meaning that nearly everyone who receives it goes on to post again. In other words, this automation rule is a winner.
Your First Post (Picture) & Your First Post (Bio)
These twin rules do exactly what they say on the tin: if a user makes their very first community post and doesnât have a profile photo or a bio uploaded, respectively, the rule thanks them for their contribution and asks them to take a moment to update their profile with a picture and bio. If youâre worried about blasting all of your members with an invitation to edit their profile, this is a nice approach to hit the low-hanging fruit: folks who have already shown interest in the community.
Try Mobile App
If youâve licensed the MemberCentric mobile app for your Higher Logic community and havenât enabled the mobile app automation rules, stop everything and go enable it. A of this rule targets people who use your community frequently and the B rule targets anyone who has looked at your community from a mobile browser. It figures out if those people have logged in to the mobile app, and if they havenât it sends them an invitation to download the app and give it a try. Since enabling these rules for one of my clients, they have seen a 294% increase in mobile app logins.
Welcome New Member
Most of the above rules target already active users in your community, but what about those who havenât yet become active? Even if you include your community in your overall welcome messaging to new members, having community-specific welcome messages is incredibly valuable: it serves as a personal touchpoint from the community manager, giving your new members a âfriendâ in the organization to reach out to, and it gives them specific actions to undertake and an intro into the community. Before automation rules, I welcomed new members individually to the community and invited them to introduce themselves or ask a question. With the âWelcome New Memberâ automation rule, I was able to save a huge part of my day for things that required more brainpower.
I hope that youâre feeling encouraged to try out a few automation rules; if you need help with the actual technical process, I did a SNAP! Training on the email rules that you can watch here.
Have any favorite rules youâd like to share? Iâd love to hear your front-runners in the comments!