DRIP MARKETING CAMPAIGNS 2012

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1 DRIP MARKETING CAMPAIGNS 2012 THE DRIP MARKETING CONSOLE EXPLAINED From ACT! select the Sage Emarketing for ACT! icon and choose the Drip Marketing Tab. 1. Drip Marketing Campaigns This window lists all of your drip marketing campaigns along with specific details about each drip marketing campaign. Each campaign has a Current Status, a number of Contacts in the campaign, the Swiftpage UserID that is being Sent As, if a Sync is desired or required with the associated Sync Date, the date that the Next Stage will execute, and if the drip campaign has any Results available to download to your ACT! database. Campaign Shows the Name of each Drip Marketing Campaign. betteractnow Use this code UB11850 to get 15% off all our training videos

2 2 Status Shows the status of the Drip Marketing Campaign. Status types are described below. Contacts Gives the number of Contacts that are in the Drip Marketing Campaign. Send As Shows the Swiftpage UserID that is associated with that drip campaign. Sync Shows Desired or Required if set in the Drip Campaign. Desired and Required are Sync options that can be set. These options prompt you to Sync your data, but do not automatically perform the sync for you. Sync By shows a future date to remind you to sync your data. Next Stage Shows the date of the next Drip Marketing Stage that will execute. Results Contains a Yes or a No depending on whether or not data is available to download into your ACT! database. Downloadable data includes, Opens, Clicks, Bounced, Invalid, Opt-Outs and Duplicate addresses. Drip Marketing Campaigns can be selected in this window. Once selected, specific options will be available for that campaign. For example, if you have an Active campaign, you will have the options to Sync Contacts or view Campaign Results. 2. Show Status Allows you to view Drip Marketing Campaigns that are of a certain status. The status types are listed below: All Shows all of the Drip Marketing Campaigns, regardless of their current status Build The Campaign is currently in an editable stage and has not been launched. Contacts cannot be Added or Removed, and Sync is unavailable while in this state. No Contacts (Active) The Campaign has been launched. However, contacts have not yet been added. The campaign will continue to execute, but zero contacts will be affected. You can add contacts when a Campaign is in this status, using the Sync Contacts button. Active Campaigns are running while in this status. Stages will execute based on the date or day on which they are setup to execute. Contacts can be Added or Removed while in this status. Data can also be synced. Suspended Campaigns can have contacts added or removed, as well as data synced. However, stages will not execute. The Campaign will need to be relaunched in order to execute stages. Complete All stages within the Campaign have executed. No stages are left to execute. If you edit a completed Campaign, it will revert back to the Build mode. betteractnow Use this code UB11850 to get 15% off all our training videos

3 3 3. View Campaign Button This button takes you online to view all of the stages within the selected Drip Marketing Campaign. 4. Campaign Results Button This button gives you three options for updating your history in ACT from Drip Marketing. You can update your contact's history record with the s blasts sent through Drip Marketing, as well as updating your contacts scores (Opens, clicks, bounces, opt-outs, duplicates and invalids ). betteractnow Use this code UB11850 to get 15% off all our training videos

4 4 Download All New History and Scores This option will create new history records for each contact that qualified for the stage. New scores are available daily and if any are available, they will also be downloaded. Download New Scores only New scores apply only to stages. Scores are give to contacts based on opens, clicks, bounces, opt-outs and more. New Scores are available daily to download into your ACT! history. Do not update History and do not show these results again Choose this option if you do not wish to update your ACT! history and do not want to see these results again. 5. Sync Contacts Button This button gives you three choices: o o Choice #1 - Sync Data Only This option is only available after contacts have been added to your drip campaign via Add or Remove Contacts or Sync to Group. Sync Data Only - Syncs both mail merge data and optional data fields. Mail merge data refers to any mail merge fields located in the templates used in that particular Drip Campaign. Data fields refer to any fields being used for a Database Compare (which can be set in each Stage) Add or Remove Contacts This option allows you to add contacts to or remove contacts from your Drip Marketing Campaign. betteractnow Use this code UB11850 to get 15% off all our training videos

5 5 o Sync to Group This option syncs the contacts in your Drip Marketing Campaign with the contacts in any of your ACT! groups. Drip Marketing Group Sync is a very powerful feature that allows you to keep exactly the same contacts in your drip marketing campaign as are in your ACT! Group. For example, you may have a Dynamic Group in ACT! that s always changing. If you want to market to this group and only this group, then using Group Sync will ensure that your Drip Marketing Campaign only contains these contacts. To use Group Sync, simply select the group you want to sync with your Drip Marketing Campaign. Pressing Next allows Swiftpage to compare the contacts in your ACT! Group to the contacts that are currently in the online Drip Marketing Campaign. When the comparison is finished, Swiftpage shows you how many contacts Matched, are New and are Missing. Matched Contacts exist in the ACT! Group and in the Drip Marketing Campaign New Contacts exist in the ACT! Group, but not in the Drip Marketing Campaign Missing - Contacts exist in the Drip Marketing Campaign, but not in the ACT! Group. betteractnow Use this code UB11850 to get 15% off all our training videos

6 6 6. Account Button - The Account button gives you access to your account information. Click here to upgrade your account, cancel your account or add a Swiftpage User ID. To add a Swiftpage User ID, you must have another ACT! user in your database. If you have an ACT! database user that needs to have a Swiftpage User ID, click the add user button, and fill in the appropriate fields. 7. Sync Data Status Screen If you have Platinum level Drip Marketing, and use the Alert stage to create an automatic Campaign suspend (before data has been synced), this window will give you the possibility of clearing the suspend process. To stop the automatic suspend from occurring, press the Clear Pending Suspend button. 8. Campaign Calendar This button gives you a Calendar view of the Drip Marketing Stages that are set to execute on specific days of the month. Click on the bold dates to see which Drip Marketing stages will execute. 9. Campaign Manager This button takes you online to the Drip Marketing Campaign Manager screen. The Campaign Manager allows you to view all of your Drip Marketing Campaigns, and edit, launch or suspend any of those Campaigns, view the contacts in each list, and view the Drip Marketing reports. betteractnow Use this code UB11850 to get 15% off all our training videos

7 7 Drip Name ACT Prospects BNI Visitors Target Audience Local Businesses Drip Type Duration Timing (in days) Subject Line Template Name What is your message point? (Only 1 point!) 1 Great to meet you at BNI DM-ACTprospectsBNI-1-Thanks Follow up and thanks for coming 6 Networking without a database is like a car without an engine DM-ACTprospectsBNI-2-IntroACT Intro to ACT 13 Customer info at your fingertips, in the palm of your hand DM-ACTprospectsBNI-3-Save time Time means money 20 Would it be useful to track those s you send and receive DM-ACTprospectsBNI-4-Track your communications Keep everything in one place 27 How healthy is your pipeline this month DM-ACTprospectsBNI-5- Logging your referrals Logging your referrals 34 How good are you at following up DM-ACTprospectsBNI-6- Keeping in touch Strategies for keeping in touch 41 Why drip marketing works DM-ACTprospectsBNI-7-Why Drip Marketing Works Intro to Swiftpage

8 8 Drip Name ACT Prospects BNI Visitors Template Name DM-ACTprospectsBNI-1-Thanks Subject Line Great to meet you at BNI Message Hi [[FirstName]] It s Elene, the Get your ACT! together lady. It was a pleasure to meet you at our BNI breakfast meeting. Our chapter is growing and we hope you ll want to be part of our successful group. We're looking for enthusiastic proactive business people like you, to join us in developing a strong word of mouth network. I m sure you were able to see at our meeting just how much business is passed amongst members in our chapter. Come back and visit us again to get a clearer picture of how BNI could help your business. And if you need any help with your business, do get in touch. I have over 2500 contacts in my ACT! database. I'm committed to helping my contacts (which now includes you), get more business by referrals. To help me help you, it would be useful to know: -What type of business sectors you looking to work with? Banking/legal/marketing -Who would be your ideal client/s, type of client/size of company etc -Which specific companies you would like to speak to? e.g. AXA, Halifax Any questions, feel free to contact me. I value relationships very highly and whilst we have only made brief contact, I hope you don t mind if I stay in touch. Best wishes Elene

9 9 Call to action? Add me to safe senders list p.s.? Why not add me to your safe senders list You might be interested in this How to build your business fast and free by networking Links?

10 10 Drip Name ACT Prospects BNI Visitors Template Name DM-ACTprospectsBNI-2-IntroACT Subject Line Networking without a database, is like a car without an engine Message Hi [[First Name]] In 2002 I started using ACT! and over the past 7 years this software has transformed my business completely. I knew that having a place to store contact data would be key as I meet so many new people each week especially at BNI. But I hadn t fully appreciated just how essential my ACT database would be to keep me organized and help me grow my business. How are you managing your business data? If you re frustrated by any or all of these 3 things, then I can help you. 1. Lack of an organizational system to track tasks and follow-ups 2. Inconsistent marketing to get new business or stay in touch with current customers 3. Inability to hold sales reps accountable. Sales management can be like herding cats. Is sales call reporting under their control or yours? If a rep leaves and takes his contact list with him, will you recover? If you d like to see how ACT! works, you can take a test drive here You might also like to have a look at these videos of companies who have revolutionized their businesses with ACT! Call to action? See ACT! in ACTion here!

11 11 p.s.? If you d like to come back to BNI for a second visit, just let me know. Links?

12 12 Drip Name ACT Prospects BNI Visitors Template Name DM-ACTprospectsBNI-3-Save time Subject Line Customer info at your fingertips, in the palm of your hand Message Hi [[First Name]] I used to find it frustrating when I couldn t find that shirt that I want to wear to a networking event. It s in the wardrobe somewhere. An hour later, I d pulled everything out of the wardrobe and there it was sitting on top of that first pile of clothes. It made me really late and I d arrive as everyone else had already paired off into private chats. The spoils go to those who arrive on time. Finding a telephone number or a vital address instantly when you need it, is the business equivalent, and it can be equally frustrating. You know you have the information somewhere, in Excel, or on your phone, on a Post-It note. It s staggering to think how many hours are wasted searching for business information every day. (One survey showed executives waste more than one month a year searching for misplaced files, addresses, memos and reports) Today I lay out my networking wardrobe and accessories the night before, so I can stay on schedule and be on time to meet the networking movers and shakers I want to meet. I use ACT! software to store all my business data in one place. Whether I m on my laptop, PC or mobile phone, all my contacts are at my fingertips. It s easy to look up a phone number, address or notes about our last conversation and find all the information in one place. You can take a free, no-obligation test drive of ACT! here. Did you know, we all have only seconds everyday? How many seconds do you squander looking for information that could be at your fingertips with ACT!? Haven t booked your second BNI visit yet? It s not too late, just give me a call

13 13 Call to action? Read about organizing data using databases p.s.? Read some great tips from the organizational gurus, Franklin Covey here Links?

14 14 Drip Name ACT Prospects BNI Visitors Template Name DM-ACTprospectsBNI-4-Track your communications Subject Line Would it be useful to track those s you send and receive Message Hi [[First Name]] How do you organize your Outlook messages, in folders? It can be tough switching between folders especially if you have over 50 of them! I use ACT! to manage my s. Every time I send an to a contact in ACT! a copy of that is stored in the contact s window. Then I delete the original from my inbox because it will live in the contact s ACT! database record forever. It s the same when s drop into my Outlook Inbox. I can automatically attach them to my ACT! contacts. If you need a permanent store of your s with your contacts, then I recommend ACT! You can still buy a single user ACT! license for only 180 plus VAT. I m sure once you ve used ACT! with Outlook, you ll wonder how you ever managed before. Best wishes Elene

15 15 Call to action? Read new features PDF p.s.? ACT! 2010 comes with so many exciting new features, read all about them here Links?

16 16 Drip Name ACT Prospects BNI Visitors Template Name DM-ACTprospectsBNI-5-Logging your referrals Subject Line How healthy is your pipeline this month Message Hi [[First Name]] Do you know your sales numbers? How many opportunities in your pipeline where do your referrals come from who are your best customers. Our BNI Chapter Business Action Coach, Mark Featherstone has put me on the spot many times because I haven t had these essential business figures at my fingertips. I now use my ACT dashboard to display all my sales and opportunities in one place. And if you have a sales team, you can see at a glance who s your best salesman. When you have all this information available, you can start to plan for the future, set targets and grow your business. If you re struggling to meet your targets and you want more referrals, remember BNI is a great referral generator Take a look at how ACT! Opportunities and Dashboard here.

17 17 Call to action? p.s.? Read more about why your sales pipeline is important Links?

18 18 Drip Name ACT Prospects BNI Visitors Template Name DM-ACTprospectsBNI-6-Keeping in touch Subject Line How good are you at following up Message Hi [[First Name]] I don t know about you, but when someone promises to call or send me something and then they don t, it puts me off doing business with them. It s easy to forget to follow up but when I use ACT! to schedule my appointments, calls and To-Dos, I ll always get a reminder. Every day I look at my Task List to check my promises. Once I ve made the call or dealt with the request, I mark the job complete. It s very satisfying to clear tasks, to know that I have followed up and more important--that I am developing excellent relationships with my contacts because they know they can trust me when I say I will do something for them. Let me show you my bullet proof follow-up system. Just reply to this to tell me when I can call you to tell you more. Call to action? Read article p.s.? 10 simple ways to follow up with your prospects

19 19 Links?

20 20 Drip Name ACT Prospects BNI Visitors Template Name DM-ACTprospectsBNI-7-Why Drip Marketing works Subject Line Why drip marketing works Message Hi [[First Name]] There s nothing worse than getting a referral and then forgetting to follow-up. Or you ve given a demonstration to a, sent them a quote and even made a follow-up call but then nothing. The prospect drops off the radar. We know that people don t buy when we re ready to sell. So how do you make sure you keep that relationship going until they are ready to buy? Over the last 6 weeks, you ve received several s from me sent via Swiftpage. I have a series of Drip Marketing campaigns that I use to keep me in touch with my prospects automatically. If you d like to know how I plan and launch campaigns like these, I m happy to tell you more. Call me to book your Free 15 minute consultation call now Call to action? p.s.? Did you know that you don t have to be an ACT! user to set up Drip Marketing. Swiftpage works with Excel and Outlook too. Sign up for a free 60 day trial account here.

21 21 Links?

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