IMTS Exhibitor Passport Getting Started Guide

Transcription

1 IMTS Exhibitor Passport Getting Started Guide Thank you for your purchase of the IMTS Exhibitor Passport! To help you make the most of your experience, this guide will give you an overview of each section of the app, as well as tips for ease of use. Feel free to click on the links below to jump straight to any section of the IMTS Exhibitor Passport, or work through the whole document from start to finish to get a thorough tutorial of all of the features. Registration Analytics Leads Analytics Campaign Manager List Manager Budget Tool Additional Online Help Log in to MTInsight and open IMTS Exhibitor Passport: Go to and select Login. Enter your MTInsight username and password. Forgot your Username? Please contact: MTInsight@MTInsight.org or call Forgot your Password? Please click this link You will be sent an to reset your password. After logging in, select MY MTApps. You will see the icon for the IMTS Exhibitor Passport. Click the icon to open the app.

2 IMTS Exhibitor Passport Navigation: On the IMTS Exhibitor Passport home page, you will see the icons for all of the sections of the app: Click on the link under any of the icons to go directly to that section of the app. At any point within the app, you may use the app navigation menu to select another section to open. The groupings of dashboards in the navigation menu correspond to the groupings on the home page.

3 Registration Analytics: [Return to Top] This section of the Passport contains all of the visitor registrations for two years worth of IMTS shows. Registrations for media, exhibitors, and students are excluded from contact counts. 1. Select parameters by clicking on the arrow or bars to the right of the parameter name: The Date Range filter allows you to select registrations for an upcoming IMTS show based on the date of the registration this allows you to return to the Passport each week or month and create a list of all of the new registrations since your previous visit. The Visitor Type filter allows you narrow your results based on whether they visited your booth (Leads) or did not visit (Opportunities), allowing you to create separate lists for each group. The Expected Attendance filter allows you to select specific days of an upcoming IMTS show and filter your results to those who indicated during the registration process that they intend to be on the show floor that day. This is useful for creating lists of potential visitors to your booth during the time frames that your key execs or sales reps will be available for meetings. 2. After you select your desired parameters, click on the Apply All Filters button or change the Auto-Apply setting to On so that each selection will be applied as it is made

4 3. If you have a set of filters you would like to use on a regular basis, you can save them as a scenario. When you return to the Passport in a future visit, you can open a saved scenario to use as the starting point to save some steps. 4. When you have results that you would like to save or export, click on the arrow next to the contact count to view the contacts. 5. Enter a list name and click the Save button to save your results. 6. Click on the export arrow to open a csv file with the contact data. All contact data except address is available in the download file. Although you cannot download addresses, you can send an to the contacts included in the Contacts with count through the Campaign Manager. All saved lists are available in the List Manager and for selection in the sending process. NOTE: Lists must have fewer than 10,000 addresses in order to be used in an campaign. Leads Analytics: [Return to Top] This section of the Passport contains all of the visitor leads for two years worth of IMTS shows. Registrations for media, exhibitors, and students are excluded from contact counts. For each selection of parameters, two values are displayed: the total of all leads at the show and the total of leads at your booth meeting the selected criteria. 1. Select parameters by clicking on the arrow or bars to the right of the parameter name:

5 The Location and Sub-Location parameters allow you to narrow the All Leads count to those who visited a certain building or pavilion, helping you to identify missed opportunities. NOTE: Selections in these parameters will not filter the My Leads counts. 2. After you select your desired parameters, click on the Apply All Filters button or change the Auto-Apply setting to On so that each selection will be applied as it is made 3. If you have a set of filters you would like to use on a regular basis, you can save them as a scenario. When you return to the Passport in a future visit, you can open a saved scenario to use as the starting point to save some steps. 4. When you have results that you would like to save or export, click on the arrow next to the desired leads count to view the contacts. 5. Enter a list name and click the Save button to save your results. 6. Click on the export arrow to open a csv file with the contact data.

6 All contact data except address is available in the download file. Although you cannot download addresses, you can send an to the contacts included in the Contacts with count through the Campaign Manager. All saved lists are available in the List Manager and for selection in the sending process. NOTE: Lists must have fewer than 10,000 addresses in order to be used in an campaign. Campaign Manager: [Return to Top] This section of the Passport allows you to create and send campaigns to lists that you have saved throughout other areas of the Passport or lists that you create in the List Manager through the upload or split/merge features (see next section for tips on using the List Manager). 1. Type in a name for your campaign in Step 1: Setup Your Campaign and click Create New Campaign (if you are returning to continue work on a previously saved campaign, use the Existing Campaign section, select the name of the saved campaign, and click Edit to continue your work) 2. Next you will be presented with a screen to enter your sender information. If you will be sending campaigns on behalf of multiple people within your company, you may wish to set up multiple sender profiles. Click on the button labeled Edit All Sender Information to update contact information in your default profile or to save new contact information as an additional profile. Click on the Step 2 button to continue to select your list 3. Select from your lists which one you would like to use as your recipient list. If you want to send your to contacts from multiple lists, use the List Manager area to merge contact lists. Keep in mind you may only lists that have fewer than 10,000 addresses. Click on the Step 3 button to continue to set up your content 4. Select a template style for your use the HTML option if you already have your content set up in HTML format and you would like to copy/paste your content; otherwise, select the template with the layout that you want to use.

7 5. Enter a subject for your 6. Create the content for your a. If using your own HTML code, click on the HTML button in the tools section and paste your code; click the HTML button again to view the results of your HTML code b. If using a template, highlight any text to edit and add your own wording. Click on any image and use the image button in the toolbar to open the Image Properties pop-up. Click on Browse/Upload to open your image library. c. The image library allows you to select from images you have previously linked or uploaded, or you can add new images. We recommend using the Linked Image option if your images are already on a company website simply right-click on the original image to copy the image location URL, and paste the URL in the Linked Image URL field.

8 d. You may only use 4 uploaded images (including any header/banner images) in your ; however, you may use unlimited linked images where the image is hosted on your own company website/servers. 7. If you would like to save your progress and return to your later, use the Save This button. If you plan to re-use the layout of your for future campaigns, use the Save As a Template button. When you are ready to continue to sending proof messages and scheduling your , click on the Step 4 button. 8. You must send at least one proof before you can schedule your live , but you may send as many test messages as necessary to prepare your for sending. We recommend you send test messages to multiple addresses so you can view the content in several frameworks. Be sure to test all images and links in your message to make sure they appear and work as they should. 9. When you are confident that your message is ready, return to Step 4 and choose either the Schedule or Send Now option. To schedule your campaign, click in the box to the right of the Schedule button to select a future date and time, then click the Schedule button. 10. Each exhibiting company is limited to sending one campaign per day. If you attempt to schedule your before the next available window for your company, you will see a pop-up message explaining the earliest time you may schedule your campaign. You can track how many messages have been scheduled in the daily campaign list. List Manager: [Return to Top] This section of the Passport allows you to upload your own contacts for use in the campaign manager, as well as merge or split existing lists so you can create the perfect list for use in each of your campaigns. 1. Upload Click the button Upload CSV/TXT and select a file that contains your contacts. Make sure your file includes the field names just as they are displayed on the screen so the fields will be properly matched. You may download a template to help you set up your data. Once you have uploaded your file, you will see a preview of the contacts so you can verify that the fields were mapped appropriately. When you are satisfied with your list, enter a name in the New List Name field, and click Save List.

9 2. Edit You can edit the contacts in lists that you have uploaded yourself by clicking on the pencil icon in the Actions column next to your list. This will open a view displaying each contact record in the list you can click on the red x to delete a contact from the list, or click on the pencil icon again to edit the data fields for the contact. Click Save Changes when you have finished your edits. You can also use the filters at the top of each column to find particular contacts that meet the filter criteria. Click Save Filtered if you want your list to contain only the results visible from the filters in place. 3. Merge You can select two or more lists to merge in order to create a single list for use within an campaign. Select the check boxes next to the lists you want to merge, enter a list name, and click Save List. Your merged list cannot be more than 10,000 contacts for use with a campaign. 4. Split You can use the filters on the right side of the Merge/Split view to keep or exclude only contacts that meet your specified criteria for the list(s) selected. In the screen shot below, the result would be all of the contacts from the list JP who have a job title beginning with President select the list, use the drop down next to the filter to select the type of filter (Equals, Like, Not Like, Starts With, Ends With), and enter the text to apply to the filter, then enter a name for the new list and click Save List. Follow-Up Campaign List One of the filters available in the Merge/Split area is Campaign Status. You can use this filter to create a follow-up list based on the behavior of the recipients of a previous . In the

10 screen shot below, the result would be all of the contacts from the list Test Upload who did not open the campaign Test 4. Select the list (for a true follow-up campaign, use the list that was associated with the previous campaign), select the type of filter (the most commonly used are Opened, Not Opened, Clicked, Not Clicked), and select the name of the previous campaign, then enter a name for your new list and click Save List. This feature can also be used to exclude contacts who opened or clicked on a previous campaign from any new list to make sure you do not send them content they have already viewed. 5. Exclude If you want to ensure that a campaign you are setting up does not go to a certain list of contacts (either because you have recently contacted them in another campaign or they have indicated to you that they do not want your communications), you can use the exclude feature within the Merge/Split view. Select the primary list that you will be using in your campaign by clicking the check box next to the list. Then select the list you want to exclude in the Exclude Contacts section. Enter a name for your new list, and click Save List. Be sure to use this new list in your upcoming campaign so it will not be sent to the contacts you have selected to exclude. Budget Tool: [Return to Top] Budget a. The following points explain how data is added to the 2014 Budget view: i. Any orders that your company made through the IMTS ekit, as well as your booth order, will be automatically entered in the 2014 Budget page with the actual value filled in. ii. Budget values for all ekit orders will be set at $0 for correct visuals in the Analyze view, you will need to fill in your budget values for each item in the 2014 Budget view iii. You will need to add rows under the appropriate category and sub-category for any orders you placed outside of the ekit b. The 2014 Budget view by default shows all of the highest category levels, with a bullet chart that displays the budget for that category and how your actual compares to your budget Since the default value of the budget for all 2014 ekit orders is $0, many of the bullet charts will appear as though the categories are over budget as you fill in the budget values for each item, these bullet charts will display more accurately the state of each category budget

11 c. Click on the three bars to the left of the category name to expand the view to display the subcategories under the selected category each sub-category also has its own bullet chart d. Click on the three bars to the left of a sub-category name to expand the view to see the transactions within that sub-category e. The following steps explain how you can update the budget amount for ekit orders or add nonekit orders: i. Update Budget: Click in the text box under the Budget column and enter the value of the budget for that item, then click outside of the box you will see a bar at the bottom of the screen with options to Discard or Save your changes click Save ii. Add New Item: Click on the + at the bottom of the list of transactions for any sub-category to add a new row, then enter the data for description, vendor, budget, and actual values, then click Save at the bottom of your screen to save the new item you will now see the

12 bullet chart for the sub-category updated to include the additional values Budget a. The following points explain how data is added to the 2016 Budget view: i. Any orders that your company made through the IMTS ekit in 2014 will be automatically entered in the 2016 Budget page with the budget value for 2016 set to the actual value from 2014, and actual values will initially be set at $0 until the vendors report that you have made payments toward your orders ii. If you place an order with an ekit vendor in 2016 that you did not use in 2014, the order will automatically be added with a budget value of $0 you will need to update the budget value for accurate reporting on the Analysis view iii. If you do not plan to use vendors in 2016 that you used in 2014 through the ekit, you can delete the rows for those items by clicking on the to the right of the item listing if you do end up placing an order with that vendor in 2016, the order will appear, but the budget value will be $0, as though it is a new order iv. Your booth order for 2016 will be automatically entered with the budget value for 2016 set to the total of your booth order, and the actual value for 2016 will include any payments made to date toward your booth cost v. You will need to add rows under the appropriate category and sub-category for any orders you placed outside of the ekit vi. If you have manually entered new rows of data in the 2014 Budget view that you would like added in the 2016 Budget view, click in the button at the top of the 2016 Budget view to add these items the 2016 budget value will be set to the actual value reported in 2014 b. Navigation and addition of new rows of data within the 2016 Budget view is the same as the 2014 Budget view review steps b through d under the 2014 Budget section for information on navigating and adding data

13 3. Analysis a. The first section of the Analysis view displays an overall status chart comparing 2014 actual and budget values and 2016 actual and budget values b. The second section of the Analysis view displays a comparison on a category-by-category basis of how your actual expenditures in 2014 compare to the survey responses from exhibitors in the same booth size grouping regarding 2014 expenses If you have more than one booth at the show, the booth sized used for comparison is the sum of the square feet of all of your booths. Tthe groupings of booth size are as follows: sq. ft., sq. ft., sq. ft., and over 3000 sq. ft.

14 c. The third section of the Analysis view displays category-by-category totals for 2014 actual and budget values and 2016 actual and budget values click on any bar on the left to see the totals for each of the sub-categories contained in that category You can click on any of the series names in the legend to hide the bars associated with that series (click again to show the bars again) this is useful for comparing two sets of data (ex: compare how your 2016 actual expenses are tracking against your 2016 budget or compare how your 2016 budget compares to your 2014 budget)