Difference between revisions of "Marketing"

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<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">Creating Email Marketing Campaign
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<div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output"><div class="mw-parser-output">
Creating a Marketing List Schedule A Marketing Campaign
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= <span style="font-size:20.0pt">Creating an email marketing campaign</span> =
<div class="mw-parser-output"><div class="mw-parser-output">
 
<span style="font-size:20.0pt">Creating an email marketing campaign</span>
 
  
#<span style="font-size:14.0pt">Go to the ''Administration ''tab at the top and select ''Manage Communications''</span>  
+
#
#<span style="font-size:14.0pt">Click ''Manage Email Templates''</span>  
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= <span style="font-size:14.0pt">Go to the '''''Administration'''''tab at the top and select '''''Manage Communications'''''</span> =
#<span style="font-size:14.0pt">Click ''+ New Item''</span>  
+
 
 +
#<span style="font-size:14.0pt">Click '''''Manage Email Templates'''''</span><br/> [[File:Select Manage Email Templates.png]]
 +
#<span style="font-size:large;">Select "'''+ New Template'''"&nbsp;</span><br/> [[File:New Template.png|border]]
 +
 
 +
&nbsp;
 +
 
 +
&nbsp;
  
 
'''<span style="font-size:14.0pt">Select the Category, Title, and Subject.</span>'''
 
'''<span style="font-size:14.0pt">Select the Category, Title, and Subject.</span>'''
 
<ol style="list-style-type:lower-alpha">
 
<ol style="list-style-type:lower-alpha">
<li><span style="font-size:14.0pt">Category: What is the purpose of this email? This will be confined to the options in the dropdown</span></li>
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<li><span style="font-size:14.0pt">'''Category''': What is the purpose of this email? This will be confined to the options in the dropdown</span></li>
<li><span style="font-size:14.0pt">Title: This will help your team identify what the theme of the email is. Is it for a certain sale? A thank you?</span></li>
+
<li><span style="font-size:14.0pt">'''Title''': This will help your team identify what the theme of the email is. Is it for a certain sale? A thank you?</span></li>
<li><span style="font-size:14.0pt">Subject: This is what will show up in your recipient’s subject line.</span></li>
+
<li><span style="font-size:14.0pt">'''Subject''': This is what will show up in your recipient’s subject line.</span><br/> [[File:Category Title Subject.png|border]]</li>
 
</ol>
 
</ol>
  
 
'''<span style="font-size:14.0pt">Adding a section, text, image, or button</span>'''
 
'''<span style="font-size:14.0pt">Adding a section, text, image, or button</span>'''
<ol style="list-style-type:lower-alpha">
 
<li><span style="font-size:14.0pt">Before you can add anything, you must first press the button with four squares at the very top right portion of the editor. Once they appear, you can drag and drop them on the document where you want them placed</span></li>
 
</ol>
 
  
 
'''<span style="font-size:14.0pt">Editing a text box</span>'''
 
'''<span style="font-size:14.0pt">Editing a text box</span>'''
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<li><span style="font-size:14.0pt">By default, there will always be a text box in the document. If you would like to add another, you simply click and drag the ''Text'' box on the right and place it where you would like.</span></li>
 
<li><span style="font-size:14.0pt">By default, there will always be a text box in the document. If you would like to add another, you simply click and drag the ''Text'' box on the right and place it where you would like.</span></li>
 
<li><span style="font-size:14.0pt">In order to edit the text, double click in the text box and that will make a popup appear that looks like the second graphic below.</span></li>
 
<li><span style="font-size:14.0pt">In order to edit the text, double click in the text box and that will make a popup appear that looks like the second graphic below.</span></li>
 +
</ol>
 +
 +
<span style="font-size:14.0pt">[[File:Body of Email.png|border]]</span>
 +
 +
<span style="font-size:14.0pt">Double Click on the Text area and you will be presented with options to edit text</span>
 +
 +
<span style="font-size:14.0pt">[[File:Edit Text Box.png|border]]</span>
 +
 +
<span style="font-size:14.0pt">'''Source''': This will show the Code for the Data you are Creating <span style="color:#c0392b;">(Only use this is you are VERY Advanced)</span></span>
 +
 +
[[File:Find Replace Select All.png]]&nbsp; &nbsp;'''<span style="font-size:large;">Find, Replace, Select All:&nbsp;</span>'''<span style="font-size:large;">Find and Replace will help you Quickly replace any data on the Template that you would like to change verbiage on and Select all selects the entire Template for easy Copying or Deleting.&nbsp;</span>
 +
 +
<span style="font-size:large;">[[File:Copy Paste.png]]'''&nbsp;Cut, Copy, Paste, Paste as plain text, paste from word:'''&nbsp; &nbsp;These function as all Copy and Paste Functions do, Paste as plain text removes formatting and pasting from word keeps formatting of word.&nbsp;</span>
 +
 +
<span style="font-size:large;">[[File:TAble tokens.png]]&nbsp;</span>
 +
 +
*'''<span style="font-size:large;">Create a Table:&nbsp;</span>'''<span style="font-size:large;">This will allow you to create a Table similar to those in an Excel File</span>
 +
*<span style="font-size:large;">'''Line Break:&nbsp;'''Adds a Line for separation on the Email</span>
 +
*'''<span style="font-size:large;">Special Character:&nbsp;</span>'''<span style="font-size:large;">You are able to add special Characters Such as Arrows, Chevrons, Etc (</span>⇔ ♦ ½)
 +
*'''<span style="font-size:large;">Add Tokens:</span>'''<span style="font-size:large;">Tokens are placeholders for data that is pulled per client.&nbsp; Such as {{Client_First_Name}},&nbsp; This would input the proper name for the client you are sending the Email to.&nbsp; Works the same for all data.&nbsp;</span><br/> <br/> &nbsp;
 +
 +
<span style="font-size:large;">Those Items listed above are possibly some of the more confusing Icons and the others will all have a popup with their name if you hover over them, most work identical to what Microsoft Word does.&nbsp;</span>
 +
 +
&nbsp;
 +
 +
&nbsp;
 +
<ol style="list-style-type:lower-alpha">
 
</ol>
 
</ol>
  
 
'''<span style="font-size:14.0pt">Inserting a picture</span>'''
 
'''<span style="font-size:14.0pt">Inserting a picture</span>'''
 +
 +
[[File:Click on 4 Squares.png|border]]
 
<ol style="list-style-type:lower-alpha">
 
<ol style="list-style-type:lower-alpha">
<li><span style="font-size:14.0pt">Drag and drop the ''Image'' button where you would like it on the email.</span></li>
+
<li><span style="font-size:large;">Click on the 4 Squares in the Top right corner of the Page and you will be presented with this menu:<br/> [[File:Object Options.png]]</span></li>
<li><span style="font-size:14.0pt">Once it is placed, a turquoise image that says “350 x 250” will appear. Double click the image. From there, drag and drop whatever picture you would like from your files in the box that reads, “Drag and drop a file here to upload, or paste the URL of a remote image file in the box on the top right.”</span></li>
+
<li>&nbsp;</li>
 +
<li><span style="font-size:14.0pt">Drag and drop the ''Image'' button where you would like it on the email. A green Line will show up where the Image will be inserted</span><br/> [[File:Insert image.png|border]]</li>
 +
<li><span style="font-size:14.0pt">Once it is placed, a default Image Icon will appear and you can double Click on that Icon to activate the Image Uploader</span><br/> <br/> <span style="font-size:large;">The Image Uploader will store all Images that are input to any Email template for later use</span><br/> [[File:Marketing image uploader.png]]</li>
 +
<li><span style="font-size:large;">Once you have uploaded the Image Select it and it will be inserted into the Email Template</span></li>
 
</ol>
 
</ol>
 +
 +
[[File:Picture on Template.png|border]]
 +
 +
&nbsp;
  
 
'''<span style="font-size:14.0pt">Editing a button</span>'''
 
'''<span style="font-size:14.0pt">Editing a button</span>'''
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<li><span style="font-size:14.0pt">Putting in the button’s landing page: Click on the cogwheel in the upper right corner of the editor. Once you are there, paste in the URL of the landing page you would like the button to take the recipient to.</span></li>
 
<li><span style="font-size:14.0pt">Putting in the button’s landing page: Click on the cogwheel in the upper right corner of the editor. Once you are there, paste in the URL of the landing page you would like the button to take the recipient to.</span></li>
 
</ol>
 
</ol>
 +
 +
[[File:Button Edit.png|border]]
 +
 +
&nbsp;
  
 
'''<span style="font-size:14.0pt">Inserting social media links</span>'''
 
'''<span style="font-size:14.0pt">Inserting social media links</span>'''
Line 52: Line 93:
 
</ol>
 
</ol>
  
<span style="font-size:20.0pt">Creating a marketing campaign list</span>
+
= <span style="font-size:20.0pt">Creating a marketing campaign list</span> =
 +
 
 +
#
 +
= <span style="font-size:14.0pt">Under the ''Administration ''tab, select ''Manage Communications''</span> =
  
#<span style="font-size:14.0pt">Under the ''Administration ''tab, select ''Manage Communications''</span>
 
 
#<span style="font-size:14.0pt">Click ''Manage Marketing Lists''</span>  
 
#<span style="font-size:14.0pt">Click ''Manage Marketing Lists''</span>  
 
#<span style="font-size:14.0pt">Click ''+ New Marketing List''</span>  
 
#<span style="font-size:14.0pt">Click ''+ New Marketing List''</span>  
Line 60: Line 103:
 
#<span style="font-size:14.0pt">Click the ''+ Add Client ''button</span> <ol style="list-style-type:lower-alpha">
 
#<span style="font-size:14.0pt">Click the ''+ Add Client ''button</span> <ol style="list-style-type:lower-alpha">
 
</ol>  </ol>
 
</ol>  </ol>
 
+
</ol>
 
*<span style="font-size:14.0pt">You can add every client in your database by clicking the ''Select All ''button.</span>  
 
*<span style="font-size:14.0pt">You can add every client in your database by clicking the ''Select All ''button.</span>  
 
*<span style="font-size:14.0pt">&nbsp;You can search for clients based on first name, last name, company name, or email address and select clients manually by checking the box to the left of the client.</span>  
 
*<span style="font-size:14.0pt">&nbsp;You can search for clients based on first name, last name, company name, or email address and select clients manually by checking the box to the left of the client.</span>  
Line 73: Line 116:
 
*#<span style="font-size:14.0pt">Click ''Manage ''to schedule</span>  
 
*#<span style="font-size:14.0pt">Click ''Manage ''to schedule</span>  
 
*#''<span style="font-size:14.0pt">+ Add Scheduled Date(s)</span>'' <ol style="list-style-type:lower-alpha">
 
*#''<span style="font-size:14.0pt">+ Add Scheduled Date(s)</span>'' <ol style="list-style-type:lower-alpha">
</ol>  </ol>  <li><span style="font-size:14.0pt">One-time occurrence: Choose the desired date and time.</span></li>
+
</ol>  </ol>  </ul>
<li><span style="font-size:14.0pt">Recurring: Choose the cycle of how often you want the email sent and when you want the cycle to end.</span></li>
+
</ol>  
 +
*<span style="font-size:14.0pt">One-time occurrence: Choose the desired date and time.</span>  
 +
*<span style="font-size:14.0pt">Recurring: Choose the cycle of how often you want the email sent and when you want the cycle to end.</span>  
 +
 
 
</ul>
 
</ul>
  

Revision as of 08:46, 29 September 2021

Creating an email marketing campaign

Go to the Administrationtab at the top and select Manage Communications

  1. Click Manage Email Templates
    Select Manage Email Templates.png
  2. Select "+ New Template
    New Template.png

 

 

Select the Category, Title, and Subject.

  1. Category: What is the purpose of this email? This will be confined to the options in the dropdown
  2. Title: This will help your team identify what the theme of the email is. Is it for a certain sale? A thank you?
  3. Subject: This is what will show up in your recipient’s subject line.
    Category Title Subject.png

Adding a section, text, image, or button

Editing a text box

  1. By default, there will always be a text box in the document. If you would like to add another, you simply click and drag the Text box on the right and place it where you would like.
  2. In order to edit the text, double click in the text box and that will make a popup appear that looks like the second graphic below.

Body of Email.png

Double Click on the Text area and you will be presented with options to edit text

Edit Text Box.png

Source: This will show the Code for the Data you are Creating (Only use this is you are VERY Advanced)

Find Replace Select All.png   Find, Replace, Select All: Find and Replace will help you Quickly replace any data on the Template that you would like to change verbiage on and Select all selects the entire Template for easy Copying or Deleting. 

Copy Paste.png Cut, Copy, Paste, Paste as plain text, paste from word:   These function as all Copy and Paste Functions do, Paste as plain text removes formatting and pasting from word keeps formatting of word. 

TAble tokens.png 

  • Create a Table: This will allow you to create a Table similar to those in an Excel File
  • Line Break: Adds a Line for separation on the Email
  • Special Character: You are able to add special Characters Such as Arrows, Chevrons, Etc (⇔ ♦ ½)
  • Add Tokens:Tokens are placeholders for data that is pulled per client.  Such as Template:Client First Name,  This would input the proper name for the client you are sending the Email to.  Works the same for all data. 

     

Those Items listed above are possibly some of the more confusing Icons and the others will all have a popup with their name if you hover over them, most work identical to what Microsoft Word does. 

 

 

Inserting a picture

Click on 4 Squares.png

  1. Click on the 4 Squares in the Top right corner of the Page and you will be presented with this menu:
    Object Options.png
  2.  
  3. Drag and drop the Image button where you would like it on the email. A green Line will show up where the Image will be inserted
    Insert image.png
  4. Once it is placed, a default Image Icon will appear and you can double Click on that Icon to activate the Image Uploader

    The Image Uploader will store all Images that are input to any Email template for later use
    Marketing image uploader.png
  5. Once you have uploaded the Image Select it and it will be inserted into the Email Template

Picture on Template.png

 

Editing a button

  1. Drag and drop the Button button where you would like it on the email.
  2. Double click on “Button” to edit the text on the button.
  3. Before you can do any other editing, be sure you have first clicked on the Button’s cell. This will look like a blue rectangle around the button.
  4. Once you are in the button’s cell, click on the paintbrush in the top right corner of the editor.
  5. Click on Decorations to change the button color and background color of the button’s cell.
    1. NOTE: The first Background color is for the button color. The second Background color is for the background color of the button’s cell.
  6. Putting in the button’s landing page: Click on the cogwheel in the upper right corner of the editor. Once you are there, paste in the URL of the landing page you would like the button to take the recipient to.

Button Edit.png

 

Inserting social media links

  1. Drag and drop the Social button where you would like it in the email.
  2. The default social media icons that appear will be Facebook, Twitter, and Google+. You can change which icons appear by first being in the Social cell and clicking on the cogwheel icon.
  3. You can change the icons that appear by typing the name of the social media site in the Display field. If you would like multiple sites, simply separate the names with one space and all lowercase. Example: Facebook twitter Google.
  4. Inserting the link: copy and past the links to your social media pages into the field that is related to that page.

Creating a marketing campaign list

Under the Administration tab, select Manage Communications

  1. Click Manage Marketing Lists
  2. Click + New Marketing List
  3. Type in a Name for your list and a Description then click Save Marketing List
  4. Click the + Add Client button
    </ol>

    </ol>

    • You can add every client in your database by clicking the Select All button.
    •  You can search for clients based on first name, last name, company name, or email address and select clients manually by checking the box to the left of the client.

    Scheduling your email marketing campaign

      1. Under the Administration tab, select Manage Communications
      2. Click Manage Marketing Campaigns
      3. Click + New Marketing Campaign
      4. Fill in the Name, Description, Email Template, and Marketing List you would like to use and press save.
      5. Click Manage to schedule
      6. + Add Scheduled Date(s)
      </ol> </ul>

      </ol>

      • One-time occurrence: Choose the desired date and time.
      • Recurring: Choose the cycle of how often you want the email sent and when you want the cycle to end.

      </ul>

       

      Remove someone from a marketing list

      Couple ways:

      Unsubscribe from list-

      1. Clients>Search for client>edit>marketing>edit> remove from list

      Or

      Delete from list-

      2. Administration>manage communications>manage marketing lists>edit list> Search client>delete off list