Citrus America December Newsletter
Planning notes for the December 2024 newsletter send to Citrus America's contact list, covering content direction, design timeline, exclusion list, and target send date.
Overview
The December newsletter was planned during the [1] monthly call on December 4, 2024. Ben San Fratello is drafting copy based on direction from Miriam Framson, with Raphael handling layout. Target send date is Tuesday, December 10.
Content & Design Timeline
| Milestone | Owner | Due |
|---|---|---|
| Copy draft | Ben San Fratello | In progress as of Dec 4 |
| Layout design | Raphael | EOD Dec 5 |
| Draft to Miriam for review | Melissa Cusumano | EOD Dec 5 |
| Client approval & revisions | Miriam Framson | Dec 6–9 |
| Send | Melissa Cusumano | Tuesday, Dec 10 |
Miriam provided general content direction and gave the team latitude on design. Ben noted no outstanding questions on the brief — Miriam's expectation is that she'll do light plug-and-play edits on her end during review.
Contact Exclusion List
Two inactive sales rep groups must be excluded from this send:
- KLH
- Dickey Enterprises
Miriam set both groups to "non-marketing" status in HubSpot, but that change does not take effect until January 1. As an interim measure, Melissa will create a manual exclusion list for the December send to ensure neither group receives the newsletter.
Why not just delete them? The "Sales Rep" contact property must be retained to preserve page view and session tracking data. Contacts marked as non-marketing lose that visibility in HubSpot, so the property is being kept while the contacts are excluded from sends manually for now.
HubSpot Notes
- Exclusion list creation is an action item for Melissa before the Dec 10 send.
- This is a one-time workaround; starting January 1, the non-marketing designation will handle exclusions automatically.
- Related HubSpot workflow questions (lifecycle stages, lead qualification triggers) are being addressed separately in a training call on Dec 11. See [2].
Related
- [3]
- [2]
- [4]