ING Life PromoCenter. Enhanced. Getting Started. Your future. Made easier.
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- Esmond Conley
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1 Enhanced ING Life PromoCenter Your full-service marketing engine is now enhanced with more expansive electronic capabilities. Personalize print and promotion with your photo, logo and contact information Upload, edit and save your lists for both U.S. Mail and distribution Send promotions via U.S. Mail and directly from the tool Plus, add further impact to your electronic campaigns. Schedule automated drip campaigns out over time Track readership in real-time to determine campaign success and target sales opportunities Getting Started Step 1 Log on Log into ING for Professionals ( and click on ING Life PromoCenter under the Quick Links on the homepage. (or anywhere the personalize link shows up in the marketing materials section of ING Pro) Step 2 Set up user profile Under the Contact Management icon, click Change my profile. Here you will enter the information used to personalize your materials; it will be saved for all future use. Update as needed. Be sure to follow file size and resolution recommendations when adding your photo and logo. Save profile. Your future. Made easier.
2 Step 3 Prepare lists for upload In Microsoft EXCEL, give a separate column name for each part of the address (i.e. first name, last name, , mailing address 1, mailing address2, city, state, zip code). Then save the list as a.csv file. Anti spam policy We take delivery seriously and require that your company have a preexisting relationship with recipients. For more information about our Anti-Spam Policy, please go to dmc/antispam.php. Abuse of mail delivery may lead to account restriction or termination. Step 4 Upload and manage lists Under the Contact Management icon, click Manage my contacts to add your and print contact lists and maintain them in our system for easy sending of both printed and ed materials to your groups. Click Create New Group. Locate your list and Import Contacts In the Contact Columns screen match the top row dropdown column categories your column names. Click Submit and your contact list is saved. 1
3 Personalize HTML Template and Send via Step 1 Select a Template Under the Marketing icon, click Personalize an . Filter templates by Category. Choose a template from the dropdown menu and click Load or Select Template. Step 2 Configure Campaign Options and Select Recipients Below the personalized HTML, you can Configure Campaign Options by selecting any of the following tabs: General Options - these fields cannot be altered Scheduling Options - schedule campaign to send at a later date Link Tracking - rename links for ease of tracking Advanced Options - additional options for ease of tracking Then choose your list(s). Step 3 - Send To send to your list(s), select Click to get Approval. In approximately hours, your approved will automatically be sent to your list. 2
4 Step 4 Track Results Under the Marketing icon, click View / track recently sent to see who opened and click through your . Here you also have the option to Resend to Additional Recipients either the same campaign or something new. Personalize Print Template Step 1 Select a Template Under the Print Marketing icon, click Personalize a PDF or printed piece. On the Marketing Asset Manager page, narrow your search criteria and click Search. Note the Collateral Legend in the upper right. can be printed and direct-mailed an be distributed via (by link, download or via marketing) can be printed and bulk-shipped to a single address Step 2 Personalize and Choose Method of Delivery Click on a template and then, under Item Details, click Customize or Personalize. The personal information that you provided in your User Profile will automatically populate. Items can be viewed but not be modified at this time. Go to your desired method of delivery for further instructions. 3
5 For Direct Mail Delivery Step 3 Select Mail Lists and Checkout Under Customize or Personalize, click Personalize and Direct Mail and Add Group to select your mail list(s). Then Add to Cart for Direct Mail. Once you select Add to Cart for Direct Mail, click Proceed to Checkout to complete your order. Enter return address in Order Details, choose your preferred billing method (billing units = internal department ID), agree to terms and conditions. Order Processing Do not process this order until allows you to schedule your campaign for a later date. Process Order sends the print proof out for approval. In approximately hours, your approved order is automatically processed. 4
6 For PDF Download/ Delivery Step 3 Add to Cart and Checkout Now select Add to Cart for Download/E- Mail then click Proceed to Checkout to send your PDF out for approval. Step 4 Configure Campaign Options and Select Recipients Once approved, you will receive an confirmation and can proceed with sending. Go to View my orders and click View Details. Click on the template thumbnail and Options for selected item will appear. Choose Send via Marketing then Load or Select Template. Below the personalized HTML, you can Configure Campaign Options by selecting any of the following tabs: General Options - these fields cannot be altered Scheduling Options - schedule campaign to send at a later date Link Tracking - rename links for ease of tracking Advanced Options - additional options for ease of tracking Choose your list(s). Step 5 Send To send to your list(s), select Click to get Approval. In approximately hours, your approved will automatically be sent to your list. 5
7 Step 6 Track Results Under the Marketing icon, click View / track recently sent to see who opened and click through your . Here you also have the option to Resend to Additional Recipients either the same campaign or something new. For Bulk Shipment Delivery Step 3 Add to Cart and Checkout Now select Add to Cart for Print and then click Proceed to Checkout to complete your order. Select quantity and review/complete all order details then choose your preferred billing method (billing units = internal department ID). Order Processing Do not process this order until allows you to schedule your campaign for a later date. Process Order sends the print proof out for approval. In approximately hours, your approved order is automatically processed. 6
8 Tracking Electronic Distribution readership can be tracked in "real-time" as recipients open the and click through its various links. Under the Marketing icon, click 'View/track recently sent' to see who opened and clicked through your . Go to the campaign you want to track and click 'View Tracking.' View overall results including how many of your recipients opened the and how many did not. For even more detail, click '(Full Details)' in the upper right corner. This report can be downloaded by clicking 'Download Tracking Overview.' 7
9 Scroll down to Search Tracking Results. You can click on the bar graph above to segment this view or use the dropdown menu to sort recipients as needed. The number that appears in the 'Tracking Image' column represents how many times the recipient clicked on your . Additional columns will appear if you have multiple links within your so you can view usage for each individual link. This report can be downloaded by clicking 'Download Itemized Tracking Data.' Make Your Mark Make it Personal Life PromoCenter Life insurance products are issued by ReliaStar Life Insurance Company (Minneapolis, MN), ReliaStar Life Insurance Company of New York (Woodbury, NY) and Security Life of Denver Insurance Company (Denver, CO). Within the state of New York, only ReliaStar Life Insurance Company of New York is admitted, and its products issued. All are members of the ING family of companies. For agent use only. Not for public distribution ING North America Insurance Corporation cn /31/2009
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