Marketing Guide

Transcription

1 Marketing Guide Welcome. This guide is meant to introduce you to your free marketing account and show you how to setup the various campaigns we offer. There are also training videos available at ReachOutWithHartford.com. - CONTENTS 1. Preparing and uploading your list 2. Setting up an campaign 3. Setting up a Happy Birthday

2 1. Preparing your list The first thing you need to do is upload an list for your campaigns. This is easy to do but there are a few things you need to do to prepare your data file for upload. NOTE: You are only permitted to upload a list of your current agency customers. You may not upload any rented or purchased lists, as this violates CAN-SPAM laws. Furthermore, you should only upload current customers who have an active Hartford policy with your agency. PREPARING YOUR DATA Your data file needs to be in CSV (excel) format and should include three fields; , First Name and Last Name. The Birthday date field is optional but necessary if you wish to use the Birthday Greeting template. Below is a screenshot of what your Excel file should look like. For this example we included all four fields, but only the first three are needed. Download a sample data template UPLOADING YOUR DATA Once you have your data file prepared, uploading the file is very easy. 1. Visit ReachOutWithHartford.com and scroll down to the bottom of the page. 2. On the top section of the page the Audience button should be highlighted. At the top right of the screen click Import. 3. In the green bar at the top, click the button Create a new import. 4. Read through the Permissions Statement and click the box at the bottom to accept the terms, and then click Continue.

3 5. On the next screen you ll be asked to import your data. Click Upload a file. Then on the following screen click Browse to select the Excel file containing your list. Click Continue. 6. You ll need to be sure that your data fields are being uploaded correctly. If you setup your data using the instructions above you should see a row for , First Name and Last Name. Click the Guess button (shown below) and the appropriate field names will fill in next to the correct row. You ll need to be sure the row that contains your s is labeled correctly. 7. If your data has a header that displays in row one (see arrow below on right) be sure to check the Skip box so it does not try to import your header data. 8. Once all of your fields are matched up, click Continue. 9. The next screen will ask you to name your list as a Group, which will make it easy to select the names when you setup your campaigns. In the field provided type the name of the list (example: My Hartford Policy Holders ), then click Add. 10. Your new group of names will be setup. Click Continue. 11. On the final page you ll see a summary of your import. Look over the information and make sure everything is correct. Finally, click Import. You will see a message that your import is in progress and may take a few minutes. You re now done with the import process and can close the screen or continue on to setup your campaigns.

4 2. Setting up an campaign The Hartford has provided 6 different templates to choose from. Each template represents a different campaign you can send. You ll need to setup each campaign separately. Each campaign should be setup to launch on a specific date. Since each campaign template is themed, you ll want to launch them on the appropriate date. For example, you can setup your Happy New Year campaign to launch on our around January 1 st. Furthermore, the Birthday Greeting campaign can be used to send your customers a birthday on their actual birthday. SETTING UP YOUR CAMPAIGNS 1. When you login click on the Campaigns button at the top of the screen (pictured above). 2. Click on the Create a new mailing (pictured above). 3. You will then see a selection of templates to choose from. Select the template for the campaign you wish to setup. 4. The template will load on the screen for you to customize. 5. First click on the gray box to add your photo to the . A pop-up will appear and will walk you through uploading your own photo. 6. Then you ll personalize the text near your photo. Simply click on the text you wish to personalize and begin to type. For example, click on the Your Name text box and fill in your name. Do the same for the remainder of the fields. 7. Click the Review & Send button once your template is customized. (seed picture below)

5 8. You re almost done! On this final screen choose which recipients should receive this campaign. If you only uploaded one list simply begin to type the name of the list in the Choose Recipients field and it will pop-up. Next, enter the subject for the in the Subject Line field. All other options can be left as is (pictured below). 9. Now scroll to the bottom of the page and click the Schedule for later link. You do not want to click the Send Now button. 10. A pop-up calendar will appear. Simply select the appropriate date the should be sent and click the Schedule It! button. 11. You re done! You can now go back to the campaign tab and schedule another campaign.

6 3. Setting up a Happy Birthday To setup the Birthday Greeting you must have uploaded your data and included a birthday field. Review the Uploading Your Data instructions for more information. To setup this campaign you will follow all of the same instructions as above up to instruction #7. 1. Customizing the Happy Birthday template and click the Review & Send button. 2. Under Mailing type select Trigger (pictured below). 3. Under Activate a trigger click Create a new trigger (pictured below). 4. You will see a pop-up screen called View/Edit a Trigger Event. 5. For the first option select Has a birthday or other date related event from the drop down (pictured below). 6. At the bottom of the screen check the box next to the name of your uploaded list. This is the list that should contain the Birthday date field (pictured below). 7. Lastly, fill in a name for the trigger, simply write birthday. Then click the orange Save button.

7 8. After you save the trigger, you ll be taken back to the mailing setup screen. You re almost done. 9. In the Enter a subject line box enter Happy Birthday. 10. Scroll down to the bottom of the screen and click the Activate button. 11. You re done!