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Cohere SOPs

CRM - Email-Marketing - ActiveCampaign

Clickup - Project Management

Communication

Google Calendar

Emails, Accounts, Users and Groups

Passwords/Accounts Management

Internal/External Partner Comms

Explore

CRM - Email-Marketing - ActiveCampaign

Advanced-Shit

Double Opt-In vs Single Opt-In

⁠

https://help.activecampaign.com/hc/en-us/articles/220303447-How-do-I-enable-single-opt-in-confirmation-#enabling-single-opt-in⁠

⁠

Fields

⁠

https://coherenetwork.activehosted.com/app/settings/fields/contacts⁠

Profile-Updated-Date

For tracking when they last updated their profile

Done through an Automation

TODO

Add to our Email Campaign and test:

https://www.cohere.network/unsubscribe?email=%EMAIL%

Tell us about what would make Cohere a Fu*k Yes! for you!?

Compare the Full Embed Code to see if we can include a JS file for this part on our site:

⁠

https://coherenetwork.activehosted.com/app/forms/integrate/1⁠

⁠

Copy the form and compare this output using a diff tool?

GDRP - Privacy Policy

⁠

https://www.activecampaign.com/learn/guides/preparing-for-the-gdpr-collecting-consent⁠

“Waitlist” tag

Add to everyone we currently have

Setup as form action for

Created and Profile Updated Date

Unsubscribe - Email Preferences Center

⁠

https://www.activecampaign.com/learn/guides/managing-unsubscribes/⁠

So that contacts can choose which emails they will receive

So we only send them about stuff that they want

Fields

What other fields/data should we be collecting?

Upload Our Personal Contacts

⁠

https://drive.google.com/drive/folders/12rpfMmXjsDSB0ItsH3pVxC35aBt9QKnO⁠

Contacts Management

Contacts List:

⁠

https://coherenetwork.activehosted.com/app/contacts⁠

Click on the Name to Edit the Contact Record.

You will see fields for "Social-Media | X"

Misc

The Social Break-Up" report found that the top reasons people unsubscribe from emails are frequency, interest, and volume

⁠

https://blog.hubspot.com/blog/tabid/6307/bid/34022/28-quick-tips-for-customizing-your-email-preference-center.aspx⁠

Remind them why they're getting your emails.

Share why you thought they'd enjoy your content/remind them of the email's value.

Ask them to confirm they no longer want your emails in a light or humorous way.

Give them an option to re-subscribe to other email lists.

Email Engagement Types

Cohere News and Updates

Specific Sites Only or All

Cohere - Member Stories (Blog like Adoras)

Community Living Guide (? Tips on how to navigate community living? - Malia)

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