I want to schedule an email campaign for new cardholders
Let’s get started.
Our new cardholder series kicks off with a “welcome” message in week one followed by five e-blasts with different messages about programs, services and/or your collection—reasons for your cardholders to start using your library. Just search “cardholder” to find the templates, and remember, they’re completely customizable, so add links to your library’s resources.
Ready to get started? Just follow these four steps:

2. Create a Subscriber Interest Group under the Subscribers link and name it “Welcome to Your Library.” Do not check the box next to “Exclude from Opt-in page.” You want the list included so people can opt out easily if they want.




4. To schedule your series, open email #1 (Welcome) and customize it with your library’s links where needed. Save it, then click “Publish to...”at the top right. Select “Schedule Email.”



Note: If you wish to start another series with those who signed up for a card since your last upload, repeat steps 3 and 4. When you select “Subscribers by Interest Group since...” choose the date you uploaded your second list. That way, your first list of cardholders won’t get the series twice.
Pro Tip: We suggest you create a table or spreadsheet when planning out your e-blast schedule. We find it’s easiest to plan it out with all the dates first, then start scheduling.
Example: Scheduling for sending six emails in a series, with uploads of new customers every week.
New cardholders as of (upload date) |
Email #1 |
Email #2 |
Email #3 |
Email #4 |
Email #5 |
Email #6 |
10/30/2020 |
Schedule for: 11/2 |
Schedule for: 11/16 |
Schedule for: 11/30 |
Schedule for: 12/14 |
Schedule for: 12/28 |
Schedule for: 1/11 |
|
Subs since 10/30 |
Subs since 10/30 |
Subs since 10/30 |
Subs since 10/30 |
Subs since 10/30 |
Subs since 10/30 |
New Cardholders as of (upload date) |
Email #1 |
Email #2 |
Email #3 |
Email #4 |
Email #5 |
Email #6 |
11/2/2020 |
Schedule for: 11/9 |
Schedule for: 11/23 |
Schedule for: 12/7 |
Schedule for: 12/21 |
Schedule for: 1/4 |
Schedule for: 1/18 |
|
Subs since 11/2 |
Subs since 11/2 |
Subs since 11/2 |
Subs since 11/2 |
Subs since 11/2 |
Subs since 11/2 |
Pro Tip: Want to know whether you engaged your new cardholders?
Need more help? Email us at libraryaware@ebsco.com or reach us via live chat 9 a.m. – 11 p.m. ET weekdays. You can also can hire a NoveList expert to help you with your library marketing.