How to Set Up a Field Sense Email

Background

The Field Sense email is a group of quarterly newsletters for Compass Minerals that deal with subject matter on Almonds, Potatoes, Alfalfa, Specialty and Retailers. Two to three articles are sent in this newsletter every quarter. These articles link to the Protassium+ site. At the time of this writing, currently the newsletters are executed as such:

  • Almonds (sent through S|O through Mailchimp list)
  • Alfalfa (sent through a publication and S|O sends front end code)
  • Potatoes (sent through a publication and S|O sends front end code)
  • Specialty (sent through S|O through Mailchimp list)
  • Retailer (sent through S|O through Mailchimp list)

The Field Sense branding was initiated in line with the change from TextbookSOP to Protassium+.

The newsletters have been templetised in order for anyone with access to S|O's MailChimp account to populate the content of the newsletter. This guide will take you through creating a campaign, putting an email together, and sending it. MailChimp first-timers should read Mailchimp's excellent post on creating a campaign to feel more comfortable with their system. Also note, most things can be changed at a later time if there is a field or something that cannot be decided upon at the time of initial setup.

New Campaign:

  • Sign in to MailChimp and go to Campaigns (credentials are in passwords doc)
    • Click Create Campaign to get started
    • Choose the type of campaign to send

Depending upon what the plan is, the type of campaign will be either Regular ol' Campaign or A/B Split Campaign. To make the most out of your open rates, you should choose A/B Split Campaign. This choice is persistant for the campaign you are creating and cannot be changed.

Recipients

  • Choose Compass Minerals - Specialty Fertilizer Product (for most campaigns) or Compass Minerals Protassium Retailers (for the Retailer email) list
  • Choose Send to saved segment
  • Choose appropriate segment
  • Click the Next button located in the bottom right corner of the screen

Campaign Info

  • Name your campaign. The name's purpose is to identify the campaign by it's content and is used within MailChimp, client reporting, and Google analytics. An appropriate example is Field Sense Almond 11/14. A poor example would be "3 The Four Rs to Effective Post Harvest Management V3 R5." Campaign naming is not a place to use version control.
  • Email subject. The historical email subject has been the first article. Ask the writer or account manager.
  • From name. This should already be populated with Compass Minerals.
  • From email address. This should already be populated with info@protassium.com
  • Check Google Analytics link tracking. It will automatically add the date your are creating the campaign. Change the title of campaign to include the month and year of send. E.g., FieldSenseAlmond1114
  • Click Next leaving the rest of the fields blank or checked as they were on page load.

Select a Template

  • Click Saved Templates and select Compass ProtassiumPlus Field Sense. Now the fun begins!

Design

You will be presented a split screen of the template on the left and textual components on the right. Hover over any the components of the template to present an Edit button. The email is autosaved throughout the process so bailing at any point will not hurt the campaign.

Header This is composed of one image. The template contains the almond image so almond field sense emails do not need this step. The other subject categories will.

- Click the **Edit** button of the header image.
- Click **Replace**
- Choose the correct Header image from the File Manager by clicking it or upload a new one.
   ![header](https://cloud.githubusercontent.com/assets/1123763/4959306/35ae07ca-66b7-11e4-9b28-1abe66d9238a.gif)

Post

Posts have four components or blocks of content to edit. An image with a link, post title with a link, copy, and a link to continue reading.

  • Click the Edit button of the post image block
  • Click Replace
  • Choose a new image by uploading a 200x150px image
  • Click Link
  • Paste the url of the post
  • Click the Insert button image-with-link
  • Click the Edit button of the post title block
  • Select the copy and type or paste the post title
    • The post title should formatted in title case
  • Highlight all of the title
  • Click the link button
  • Type or paste the url of the post in the Web Address (URL) field
  • Click the Insert button post-title-with-link

Copy

  • Click the Edit button of the copy block
  • Select all the copy and type or paste in the first 250 (approximate) characters of the post post-copy

Link to continue reading

  • Click the Edit button of the Continue Reading block
  • Highlight the Continue Reading copy
  • Click the link button
  • Type or paste the url of the post
  • Click the Insert button continue-reading-link

Additional Posts

  • Hover over the post block to view the edit menu directly below the post block
  • Click the + (plus sign) to add an additional post
  • Edit the post as described in the previos instructions add-new-post

To wrap up the email content and save it, click Confirm, Next, or Save and Exit.

Follow the Email Testing Process prior to every send.