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1 icontact Marketing User s Guide 2010 StormSource Software, Inc N. Scottsdale Rd., Suite 131, Scottsdale, AZ

2 TABLE OF CONTENTS 1. OVERVIEW HOW IT ACCESS FROM APPOINTMENT-PLUS ACCOUNT SETTING UP ACCOUNT UPLOADING CUSTOMER LIST ADDING "BOOK NOW" BUTTON (OR LINK) TO E-MARKETING MATERIALS FREQUENTLY ASKED QUESTIONS N. Scottsdale Rd., Suite 131, Scottsdale, AZ Page 2 of 10

3 1. Overview The Appointment-Plus-iContact strategic relationship offers a dynamic new way of creating, distributing and managing your customer e-marketing campaigns and messages. Subscribers have full access to all of icontact s newsletter templates, messaging tools, surveys, analytics and other features necessary for successful and accurate customer marketing and outreach efforts. The integration between the two services can help businesses keep their appointment and reservation calendars full with the following benefits: Effortlessly pass your Appointment-Plus customer lists to icontact and accurately manage your customer lists using icontact tools. Once uploaded, icontact will automatically manage any unsubscribe or opt-out addresses. It also eliminates the need to manage two separate databases for e-marketing campaigns. Quickly add the Appointment-Plus Book Now or Schedule Now button to your newsletters, messages and other e-marketing materials. Make it easier for customers, clients, patients and students to schedule their appointments or book their reservations by allowing them to access your Appointment-Plus scheduler right from the icontact e-marketing piece. They will not need to manually open a new browser window or type in a URL. They simply click on the Book Now or Schedule Now button to instantly access your business s Appointment-Plus scheduler. Easily track customer activity and success with icontact s analytics tools. You can quickly access such important statistics as number of opens, number of clickthroughs, bounce rates and number of unsubscribes. These figures would be difficult if not almost impossible to decipher, sort and analyze if done manually. Low Cost. icontact offers you tremendous flexibility, functionality and legal compliance for your marketing and newsletter campaigns, and iconact does all of this at a very low cost. Prices start at less than $10/month. 2. How To Access icontact From Your Appointment-Plus Account icontact is now available right from your Appointment-Plus account. To access it, log into your account and follow this path: Reports Tab > Customer Reports link on left. This will take you to your Customer Reports section. The icontact logo will appear on the bottom right of the page. This will run your customer report and upload your mailing list into icontact. To run the report, select the icontact radio button and click Run Report N. Scottsdale Rd., Suite 131, Scottsdale, AZ Page 3 of 10

4 (figure 1) 3. Setting Up an icontact Account The system will prompt you for your icontact account information the first time you run the report and select the icontact format option. If you don t have an existing icontact account, you will have the option to learn more or sign up for the service. (Figure 2) N. Scottsdale Rd., Suite 131, Scottsdale, AZ Page 4 of 10

5 Once you complete the set up your icontact account, go back to the Export Customer Data page (figure 2) and enter your credentials into the system on the left hand side. See figure 3 below: (Figure 3) After entering your icontact username and password, you can now begin exporting your customer data (name, address and phone number) to your newly created icontact account. 4. Uploading Customer List Once the customer report is run, a predefined report of the following information will be displayed: Customer s first name Customer s last name Customer s address Customer s phone number These are the only fields you can upload into the icontact system. Once you run the report, you will be able to review the customer list and then decide if you would like to upload it to your icontact account N. Scottsdale Rd., Suite 131, Scottsdale, AZ Page 5 of 10

6 (Figure 4) To review the list, click on the # customers link on your report (see Figure 5 below). By clicking on the 10 customer link, you would then see your customer s data: (Figure 5) You can now: 1. Create a new list in icontact. 2. Merge customer addresses to a current list in icontact. (see Figure 6 below) N. Scottsdale Rd., Suite 110, Scottsdale, AZ Page 6 of 10

7 (Figure 6) If you select to merge customers into an existing icontact list, you will only be able to merge new customer data. If certain data already exists in the icontact system, you cannot duplicate it (see Figure 7). In Figure 7, it shows that only 2 unique contacts were added. That is because the other eight from the list of 10 are already included in the mailing list. (Figure 7) N. Scottsdale Rd., Suite 110, Scottsdale, AZ Page 7 of 10

8 5. Adding Book Now or Schedule Now Button (Or Link) To E-Marketing Materials Adding a Book Now or Schedule Now button to your s is easy. After you have created a new list or merged customer data into an existing list, you have the option of adding a button or scheduling link to your icontact newsletter. By selecting the Create Book Now Button option from Figure 7 above, you will arrive at the following page (Figure 8). (Figure 8) Once you select the button you want to include in your message (or if you don t want a button, you can select the Text Link option), you then copy and paste the code right into your newsletter. Figure 9 shows what a typical newsletter template looks like in icontact. Select the HTML tab at the bottom and insert the button code there N. Scottsdale Rd., Suite 110, Scottsdale, AZ Page 8 of 10

9 (Figure 9) 6. Frequently Asked Questions Q: Is my data secure? A: Yes. The data passes from Appointment-Plus to icontact via a very standard Web services format called JSON. In addition, all data passed is done so using SSL and is encrypted. Q: How long is the icontact free trial? A: 15 days N. Scottsdale Rd., Suite 110, Scottsdale, AZ Page 9 of 10

10 Q: Who do I call if I have a problem with the icontact newsletters? A: For any issue relating to the icontact newsletters, you would contact icontact. Appointment-Plus created an integration with icontact; however, they will continue to support their product. Q: Can I set up multiple accounts and link them to Appointment-Plus? A: No. You may only set up one account at this time. A future release may include the ability to set up multiple accounts or even accounts with other providers. Q: I use another marketing service. Can I integrate with them as well? A: Not at this time. We are exploring other providers and may make available other services like these for our Appointment-Plus clients N. Scottsdale Rd., Suite 110, Scottsdale, AZ Page 10 of 10

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