HCRM
Plan5
Segments
List
Messages5
Journeys
Consent
Results
Report
Sources
SampleOmni*module 10Voice
H

Harbor Lane · CRM

Sample data

Omni*

Messages

List rebuilt 03:12 · 55,400 people, 18,598 we may write to

26 m until September subscription note · 627 people

Every message the shop has written, with what it was last used for and what that run produced. The one already open is the one a person has to deal with: the gate is holding it, and the page opens there rather than on whatever goes out next.

Waiting on you

Written, not approved.

Computed
  • Kenya AA early accessSMSTop spenders · 284 peoplein 6 hourswaiting 18 h 14 m
  • Your grinder has been quietE-mailheld by the gateBought the kit, not the coffee · 2,561 people · The message says ₺390; the record has Ethiopia Yirgacheffe 250 g at ₺420in 2 dayswaiting 1 d 23 h
  • Autumn roast · the quiet onesSMSheld by the gateGone quiet, over six months · 1,960 people · 5,880 messages (3 × 1,960 people) against 2,000 a day — split it across 3 days, or shorten it to one part and send 2,000 of them todayin 4 dayswaiting 16 h 49 m
  • Still grinding? · second runE-mailGone quiet, over six months · 6,574 peoplein 5 dayswaiting 1 h 54 m
  • Kenya AA is backE-mailRegulars · 1,605 peoplein 8 dayswaiting 1 h 19 m

Written already

Every message the shop has, including the four that send themselves.

Entered by hand
  • Still grinding? · second runE-mailWaiting on you“Still grinding?”last went 3 days ago · 25 orders
  • Your grinder has been quietE-mailWaiting on younever sent · used by one send
  • Kenya AA early accessSMSWaiting on younever sent · used by one send
  • Kenya AA is backE-mailDraft“Kenya AA is back on Tuesday”never sent · used by one send
  • Autumn roast · the quiet onesSMSWaiting on younever sent · used by one send
  • September subscription noteE-mailScheduled“Your September bag ships Thursday”never sent · used by one send
  • Birthday bagE-mailScheduled“A bag on us, whenever you want it”never sent · used by one send
  • Brewing guideE-mail“How to get the most out of your first bag”last went 5 days ago · 27 orders
  • Was it too much, or the wrong coffee?E-mail“Was it too much coffee, or the wrong coffee?”last went 12 days ago · 2 orders
  • BREW10 reminderSMSlast went 17 days ago · 21 orders
  • BREW10E-mail“BREW10, for the fortnight everybody goes back to work”last went 20 days ago · 36 orders
  • What comes off the roasterE-mail“What comes off the roaster on a Tuesday”last went 24 days ago · 39 orders
  • Guatemala is backE-mail“Guatemala Antigua, back and better than March”last went 28 days ago · 93 orders
  • Basket left behindE-mail“You left the grinder in the basket”runs inside Basket left behind
  • After an orderE-mail“On its way”runs inside After an order
  • Subscription ships in two daysE-mail“Your bag ships on Thursday”runs inside Subscription ships in two days
  • A bag's worth agoE-mail“About a bag's worth ago”runs inside A bag's worth ago

In the editor

The preview is the editor. Type in it: the checks below and, on an SMS, the part count and what the send costs are recomputed on every keystroke — the same function the server ran.

Computed
ScheduledE-mailin 26 minutes

September subscription note

To Subscribers · subscription running

Mon 14 Sep, 11:00

From Harbor Lane Coffee · to q***@gmail.com

Guatemala Antigua this month. Change it before Wednesday evening if you would rather not.

Who gets it

  • In the segment778
  • −Never gave permission−119
  • −Took permission back−19
  • −Bounced hard before−9
  • May be written to631
  • −Already had 2 this week−4
  • Will receive it627

123 of the people who fell out could be recovered by the shop — by asking for permission again, by collecting a detail it never asked for, or by not sending something else to them first. The rest could not.

Before it can go

Clear

  • A way to stop hearing from us· The unsubscribe link is in the footer
  • Nothing left unfilled· 26 people fall back to “there”
  • No health or diet claims
  • Subject line survives a phone· 33 characters
  • Not written in capitals
  • Links are tagged and short· 1 links, all tagged

Does not apply here

  • Products exist in the record· This message does not name a product
  • Prices match the record· No price in this message
  • Enough stock behind it· Nothing in this message to run out of
  • Stays in the SMS alphabet· E-mail has no alphabet limit
  • Message length and what it costs· E-mail is not billed by length
  • Outside quiet hours· Quiet hours apply to SMS

“Approved last night. Goes before the roast on Wednesday so anybody who wants to change it still can.” — Customer marketing

The one mail subscribers get every month. It is a service note that happens to sell nothing, and it has the highest open rate on the list.

Sample data. Nothing in the fixtures records whether a message may be sent — the checks under the editor decide it, over the text in the box and the list it is going to, on the server and on every keystroke here.

PlanSegmentsMessagesJourneys