Email Campaign Subscription Preferences

Project Overview:

Led the update of email footers for various business units at UBC Sauder, including the Undergraduate Office, Development and Alumni Engagement, Graduate Office, Executive Education, and Business Career Center.
Consolidated email content into categories such as newsletters, events, workshops/seminars, co-op/work-learn information, and promotions.

Discovery & Planning:

Conducted several discovery meetings to identify the types of emails sent out by each business unit.
Organized and streamlined content into clear categories for email campaigns.

Implementation:

Utilized Campaigner email platform to set up the necessary functionality and logic.
Created variables, conditions, web forms, and segments to classify email preferences by category.
Styled web forms on the Sauder website to maintain consistency with UBC's branding.

Training & Demos:

Demoed the new email preference system to all business units and conducted training sessions.
Provided guidance on how to use the new features, ensuring they were accessible to non-technical users.

Challenges & Solutions:

Coordination: Faced challenges coordinating with eight different business units to gather email preferences and conduct training.
Solution: Developed clear documentation and video tutorials to simplify the process and ensure all staff could easily understand and use the new platform.

Outcome:

The updated email system allowed users to subscribe to specific email types rather than opting into or out of all communications, enhancing user engagement and email targeting.