Welcome to our marketing solution

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1 Welcome to our marketing solution With our marketing solution, you can access a standard client update template and simply add your own messages to send to clients. The solution is quick and simple to use. If you have any queries please do not hesitate to contact The Simply Marketing team on or

2 Login You can access the marketing solution once you re logged in to the Simply Marketing store. Please see our Online Marketing Store user guide for more information on logging in or call To access the marketing solution, select Log in to the solution from the right hand side of the store homepage. (Please note, you will only be able to access the facility if you have subscribed to the service. To subscribe, please contact the Simply Marketing team on ) marketing solution GUIDE

3 The client update template will be automatically uploaded to your account in our marketing solution. If you subscribe to the versions of the Simply newsletters (or other communication items) these will also be added to your account. To create your marketing campaign, select Get started. Fill in the campaign name, create the subject line of the that your clients will receive, and the name and of the sender. Click Next to proceed.

4 Select the template that you want to send to clients. Now you can insert your contact details and logo on to the header of the item. Select the Edit icons at the top of the document, and type in your contact details in the editable fields. To insert your logo, select the Edit icon at the top right hand side of the document, and click Browse to find and upload the logo from your computer. Then, once you have input your contact details and logo, select Save changes on the left hand side of the screen, and select Preview on the top right hand side of the screen. Once you are happy, select I m done, return to snapshot.

5 The next stage is to add a distribution list. Select Define recipients, and you can either type in your recipients addresses and contact details, or drag an excel spreadsheet or CSV file containing your recipients details onto the drag and drop a file area of the page. Then select Import these subscribers. Then, you can test your campaign and send. Select Test and define delivery, and type in your address to receive a test of the campaign. Press Send the test , and check you are happy with the . If you are happy, click Next at the bottom of the page.

6 If you want to make some changes, select return to snapshot, and select the Edit field next to the Content heading to change your contact details and logo, or the Edit field next to Recipients to change the list of campaign recipients.

7 Once you have proceeded past the Test and define delivery page, select whether you wish to Send it now or Schedule the campaign for a specific time, and then select Send at the bottom of the page. You will be asked to add your credit card details to pay for the cost of the send. For a list of, say, 250 clients, the cost will be about 6. Congratulations, you have now sent a campaign direct to your clients. If you need help with any of the steps in this guide or have any marketing queries, please get in touch with the Simply Marketing team on

8 Results You can access the results of the campaign (how many people opened the and clicked any links) at any time by clicking the Results tab. Please note: to avoid infringing spam regulations, it is important that you only clients or people who have agreed to receive s from you.

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