Creating A Drip Campaign

Transcription

1 Downloading and Uploading the ecards 1. Login to Elevated Network at elevatednetwork.com 2. Click on the My Rancon from Dashboard Creating A Drip Campaign 3. Login to My Rancon and click on Marketing -> E-Cards Choose the Holiday folder that you want to view 5. Right click on each e-card and select Open Link In New Tab to view each. 6. Once you have selected the e-card you want to use, simply right click and select Save Image As and save to your computer

2 7. Return to Elevated Network and click on File Cabinet from Dashboard 8. Click on the Pictures folder under the File Systems column on the left side of your screen. 9. Click on Create -> Folder button in top left of screen. Enter a name for your folder in the text field and then click the Create button. 10. Click on the new folder you just created. 11. Click on Create -> Folder button in top left of screen to create a folder for a specific e-card by following Step 9 above. 12. Click on the new folder you just created.

3 13. Click Upload button and click Add Files. Navigate to where you saved the e-cards on your computer. 14. Click the Upload button. Creating A Campaign 1. Select Drip System from your Dashboard 2. Click the Green plus button in the top right corner of the page to create a new campaign. 3. Name your campaign and select a Campaign Category

4 Creating A Letter or E-Card To Be Sent 1. Click Insert Letter 2. Click the Insert Black Letter button 3. Close the popup box by clicking the black and white X at the top right corner of the box. 4. Click the pencil icon next to the new Letter created. 5. Type in a title for your letter. (This will not be seen by your contact) 6. Enter an subject. (This IS seen by your contact when they receive your ).

5 7. Click green cross arrows to reset date and time fields 8. Click once inside the Send On: field to set the date and time you would like to send your e-card 9. Click the arrow next to the Merge button at top and select one of the options in the Contact Defined column. Include a salutation before this if you wish. Hit Enter. 10. Click Insert -> Insert Image in the editor. 11. Click the folder icon next to the Source field 12. Select the Pictures folder and then select the subfolder you created above to find the ecard you want to insert. 13. Select the e-card you would like to send 14. Resize your image by entering 600 into the first field next to Dimensions. Hit the Tab key on your keyboard. 15. Click OK 16. Place your cursor to the right of the ecard and hit Enter 17. Click the Merge button and select Custom Signature from the Agent Defined column. 18. Click Save 19. Click Save again at the top of the page to save your campaign. Sending To Your Contacts 1. Click Send to Contacts 2. Click on each person in your contact list to send the entire campaign to, search for specific names in your contacts or click the Groups button select entire groups in which to send this campaign to. 3. Click the button in the top left corner. 4. Click Confirm

6 5. Click Ok Repeat steps 1-19 in the Creating A Letter Or E-Card To Be Sent above to create a new for each Holiday. Tips & Tricks Campaigns highlighted in blue are global campaigns and CANNOT be modified. s sent by the drip system can be deleted by finding the person in your contacts (Dashboard -> Contacts). Click on the person you would like to edit and then click on the Drop tab. All future Campaign s can be deleted here by hovering over the word Active and clicking the red X. This will prevent that from being sent out. If you have previously sent out a campaign and you would like to add a new contact to that campaign you MUST delete all past s in that campaign BEFORE adding the new contact to the Send list. If this is NOT done your new contact will be inundated with all of those old s in that campaign. To do this: 1. Click on Drip Campaigns from your dashboard. 2. Select the campaign on the left side that you want to add your new contact to. 3. Click on the red X next to each past Click on Send to Contacts 5. Search for your new contact by typing their name in the search box. 6. Click on the box to the right of their name to add them to the campaign. 7. Click on the button at the top left. 8. Click Confirm 9. Click OK 10. Click Save.