AG Marketing Goal 4: Newsletter

Review everything related to the project below. If there is anything we need you to review it will be listed under “What you need to review”

Table of contents

• @AG Marketing Goal 4: Newsletter
• Steps To Send Newsletter
• Project tasks

Steps To Send Newsletter

• Go to Airtable → Clients table and then click Extensions

• Hover over the SendGrid extension and click the full screen icon

• Select the appropriate settings and then click paste in the HTML code from BeFree
• Select preview then send

Project tasks

All

2 views

All

Deliverable Dates

Task Detail	Due Date	Hours	Status	Assigned To	Client	Project
Aguard design newsletter template	February 12, 2025	4	Completed	Savannah	AGuard	AG Marketing Goal 4: Newsletter
Eli to review newsletter template	February 12, 2025	1.5	Completed	Eli Weldon	AGuard	AG Marketing Goal 4: Newsletter
Create sendgrid account for aguard	February 13, 2025	0.75	Completed	Eli Weldon	AGuard	AG Marketing Goal 4: Newsletter
Connect sendgrid to airtable	February 13, 2025	0.25	Completed	Eli Weldon	AGuard	AG Marketing Goal 4: Newsletter
Revise newsletter template	February 18, 2025	1.5	Completed	Savannah	AGuard	AG Marketing Goal 4: Newsletter
Help connect befree newsletter HTML with SendGrid email service provider	February 18, 2025	0.2	Completed	Eli Weldon	AGuard	AG Marketing Goal 4: Newsletter
Finish fully designed newsletter	February 19, 2025	2	Completed	Savannah	AGuard	AG Marketing Goal 4: Newsletter
Reach out to finalize the client list we should use, ie people who started but never completed, current clietns, existing clients, etc. Let them know currently have 9,974 clients in Airtable databse	February 20, 2025	0.2	Completed	Savannah	AGuard	AG Marketing Goal 4: Newsletter
Send designed newsletter to client	February 20, 2025	0.5	Completed	Savannah	AGuard	AG Marketing Goal 4: Newsletter
Make any client requested revisions to newsletter	February 24, 2025	0.25	Completed	Savannah	AGuard	AG Marketing Goal 4: Newsletter
Create the filter view in airtable for newsletter customer segments. 1. Current customers 2. Leads who interacted with the submission form within 6 months	February 25, 2025	0.5	Completed	Eli Weldon	AGuard	AG Marketing Goal 4: Newsletter
Email client that 2nd feb blog post is live	February 25, 2025	0.1	Completed	Savannah	AGuard	AG Marketing Goal 4: Newsletter
Send newsletter out to aguard customers	February 27, 2025	0.25	Completed	Savannah	AGuard	AG Marketing Goal 4: Newsletter
Finalize newsletter unsubscribe link HTML tag	February 27, 2025	0.25	Completed	Savannah	AGuard	AG Marketing Goal 4: Newsletter
Design and finalize first draft of april newsletter	March 19, 2025	0.25	In Progress	Savannah	AGuard	AG Marketing Goal 4: Newsletter
Review first draft of april newsletter with Sav	March 20, 2025	0.25	In Progress	Eli Weldon	AGuard	AG Marketing Goal 4: Newsletter
Send first draft of april newsletter to client	March 25, 2025	0.25	In Progress	Savannah	AGuard	AG Marketing Goal 4: Newsletter
Send april newsletter based on client feedback	April 1, 2025	0.25	In Progress	Savannah	AGuard	AG Marketing Goal 4: Newsletter
Send april newsletter out to aguard customers	April 8, 2025	0.25	In Progress	Savannah	AGuard	AG Marketing Goal 4: Newsletter