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Customer Retention. Automated

Holiday Readiness: October Checklist

Posted by Polly Flinch on Oct 2, 2018 10:05:29 AM
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I ran to Lowe’s the other day to pick up a few things and among the standard halloween decor you can buy - think large inflatable goblins and ghouls, giant pumpkins - a handful of employees were erecting the section that will house the holiday gear - christmas lights, fake trees, tinsel, etc. It was this moment that proved to me that while October can be a great time for sales, most retailers are looking ahead to the holidays and shoring up as much as possible to ensure a great holiday season.

If you’re feeling a bit out of sorts or just need some help structuring all of the things you need to do before November rolls around - we’ve got you covered. Below you’ll find an outline of some of the main tasks you should look to accomplish this month. Make sure to check out our 2018 Holiday Guide for access to checklists for every month, campaign ideas, and key themes and dates for each month from August to January.

October To-Dos

  • If you’re planning on running a holiday opt-in campaign (see more details here), it’s time to start that campaign
  • Quality check your holiday emails. Make sure each email has:
    • Copy
    • A hero image
    • Social images and links
    • Subscriber segmentations (best customers, 1x buyers, purchased x but not y, last year’s holiday purchasers, etc.)
    • Corresponding advertising and/or direct mail campaigns
  • Make sure you’re using a responsive template
  • Start your first holiday-related campaign (mid/late October)
  • Turn on your automated holiday campaigns
  • For any automated campaigns that you’re currently running, tweak the timing (if applicable
    • Perhaps you want to send a different promotions or enable different trigger timing during this high impact time
  • Finalize your holiday hires and complete their training
  • Finalize any November campaigns

You’re coming into the home stretch so anything you can do now to take away potential stressors for the next few months is key. Happy marketing!

Holiday Resource Center





Topics: Holiday Marketing, Best Practices

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