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💌Streamline Email Marketing



Marketing & Communications
Posted on Saturday, November 4, 2023

Streamline Email Marketing

Organization: AccesSOS
Organization's Mission: To make emergency help accessible
CEO: Gabriella Wong
Table of contents


Set up low cost, streamlined email marketing/newsletter campaign
Organization's account in email marketing software (possible tools include Mailchimp, Constant Contact, Campaign Monitor)
Make it easy and streamlined to add emails from work emails, email sign ups to newsletter email list
Imported contact list into software with guidance on list cleaning & management
Streamlined way to make quick, impactful newsletters to send out
impactful metrics = building trust, updating stakeholders, ask for donations


We currently have a hubspot account, but it is confusing to use .
We have past newsletters, which should make it easy for you to get started. We also have the ability to provide any other information you need.
Our contacts list is a mess and coordinating with the CEO on cleaning up the spreadsheet (who’s appropriate to contact, who should be removed from the list, who should be added)
Our target audience is: potential funders, current funders, donors, friends, family, stakeholders, supporters, industry experts

Major requirements & deliverables

To create dynamic newsletter content AND automations through email marketing.
To create a low cost, fast way to streamline our email contacts into our email marketing list
To create a newsletter like this, and a simple funder investor update like this
AccesSOS Mail - Ameelio September Update (+ Bloomberg announcement).pdf
AccesSOS Mail - Immigration Help - update email.pdf
AccesSOS Mail - Movers and Shakers NYC Summer Updates.pdf
If recommendations or best practices are made, making a google doc AND google slides presentation that can be easily disseminated and presented to the current and future teams about email marketing put in this folder here:


Our main streams of new emails come from our work emails and people who sign up on our website via netlify.
How to find our email sign ups on netlify:
You will need to meet with Gabriella to get a list of her contacts and walk through how to streamline the contacts list process and clean up the list.
Previous newsletter emails from the past:
accesSOS Newsletter - 2021 Winter.pdf
accesSOS Newsletter - 2020 Winter.pdf
accesSOS Newsletter - 2021 Fall.pdf

Milestones & schedule

Prep: Software Selection & List Sharing

accesSOS and Consultant meet to discuss goals, budget, and needs for email marketing, set up biweekly meeting time
Consultant recommends software based on Organization's needs and budget
accesSOS shares CSV of contacts with email addresses, first names, last names, and any other relevant information

Milestone 1: Set Up

Consultant sets accesSOS’s account up in selected software
Consultant creates presentation with instructions for accesSOS on how to send communications on behalf of the Organization
Consultant discusses contact list with accesSOS and imports contacts into account

Milestone 2: Training

Consultant creates operating procedures presentation and document for accesSOS on how to use the new software set up
Consultant creates new newsletter to send out