Salesforce Tips: How to send an using Silverpop 2016 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS
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1 Salesforce Tips: How to send an using Silverpop 2016 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS
2 Why use Silverpop? Prospecting new clients Keeping in touch with current clients Promotional purposes Cross-selling opportunities tracking Keeping clients informed To quickly alert clients of new risks 2015 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 2
3 Step 1 Watch the Silverpop elearn video You will not have access to Silverpop until you watch the elearn video. To access the video, go to Gallagher One ( use the AJG and Me dropdown menu and click My Training. You must watch the entire video in order to have access to Silverpop and campaigns ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 3
4 Step 2 Login to Salesforce On your homepage, click the + button in your top menu Click on the Campaigns link so you can easily access your campaigns in your menu bar Once the button appears in your menu bar, click it. To keep the button in your menu, you must use the Customize Tabs option 2015 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 4
5 Step 3 Create new campaign Once you are on the Campaigns page, use the Create New dropdown menu on the left and click Campaign 2015 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 5
6 Step 4 Set campaign details On the next page, fill out all the information you can (red is required) and click Save. Everything on the page is internal only, for you to be able to identify your campaign clients and prospects will not see any of this ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 6
7 Step 5 Set up your audience Who will you be sending the ? Clients? Leads? Both clients and leads? 1. Scroll down to Custom Links 2. Select Manage Members dropdown menu 3. Click Add Members 4. Use the dropdown Fields on the Manage Members page to filter (by and/or name, etc.) which contacts you d like to sent the 5. Select members 6. Use the Add with Status drop down and click sent to add them 2015 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 7
8 Step 5 continued Set up your audience Who will you be sending the ? Clients? Leads? Both clients and leads? Scroll down to Custom Links Select Manage Members dropdown menu Click Add Members Use the dropdown Fields on the Manage Members page to filter which contacts you d like to sent the ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 8
9 Step 6 Select an template Click Send Silverpop Select from the Mailing Folder dropdown menu Select from the Mailing Template menu Click next 2015 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 9
10 Step 6 continued Personalized templates You can also create and send a blank, personalized template. The templates include a header and a footer, and a text box where you can insert your own content ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 10
11 Step 6 continued Personalized templates We can also help you create a unique template. Just provide us with the content and we will create it for you ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 11
12 Step 7 Send your Fill out message information this will be pre-filled but you can change if you d like Select sending options You can either send right away or schedule a time to send When scheduling a time in the future to send , always schedule in Central Time (an hour behind Eastern Time) 2015 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 12
13 Step 8 Track your sent Click Campaigns tab Click on the campaign you d like to track Scroll down to Silverpop Activities, click link 2015 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 13
14 Step 8 continued Track your sent Below is a sample of tracking results sent to 58 leads 30% opened the 3 leads were converted into prospects 2015 ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 14
15 Questions/Help For any questions or help designing a custom template for your s, please contact Alex Loehrer. Alexandra_Loehrer@ajg.com x ARTHUR J. GALLAGHER & CO. BUSINESS WITHOUT BARRIERS 15
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