SimplyCast 360 Flows For Web Hosts

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1 SimplyCast 360 Flows For Web Hosts Copyright SimplyCast 2014

2 Web Host Lead Nuturing: Suppose you posted a whitepaper to educate customers on a new feature, or on all of your services and the perks of each. You want to nurture people who downloaded that whitepaper into leads who could potentially purchase your services. What s the best way to do that without expending too many resources? We think that it s best to launch an automated campaign. This way, customers with questions can you in response, and others can simply read the relevant educational materials and make informed decisions based on the details in your material. This template will send customers different s based on the industry they select on the signup form, allowing you to specialize the education with scenarios relevant to them. Here s how you can build something similar for yourself. Step 1 Setup: This flow requires a Landing Page from the Starting Points tab, four Campaigns from the Campaigns tab, and a Decision from Choices and Delays tab. It also requires three Delay elements from the Choices and Delays tab. Once you have dragged all of these items onto the workspace, you are ready to advance to the next step. Step 2 Connecting: Connecting this flow is reasonably simple. You ll begin with the starting point, as with any flow. Start by clicking the connect icon in the lower left corner of the Landing Page item, and dragging it to an Campaign, and then do the same thing again, this time connecting the Landing Page to the Decision. From here, the Decision will connect to each of the three delays, all individual connections running from the Decision out. The Delays will then each be attached to one one of the remaining Campaigns. Ready to sign up? Call the team today: Reseller Team x1204 reseller@simplycast.com Copyright SimplyCast

3 Step 3 Settings: Once you have your flow connected and ready, you ll need to locate the menu for each item on the workspace located in the upper right hand corner, and find the option labelled Start Setup Wizard. This will allow you to build out the content of your messages and create your campaign settings. If there is no Start Setup Wizard, you will see all the settings that can be adjusted in the black box to the far left hand of the screen. There are handy tooltips and a tour that will help you with the settings as well. Step 4 Activation and checking your work: Once your campaign is built out and ready to go, click Next. This will take you to the Activate Project screen. Click the Activate What Is Able To Be button to ensure that you know if any of your items still need work before your project goes live. If anything is unable to be activated, you may be missing a setting or important field. See the image on the next page as a reference. This is what things should look like, with the exception of the names of your items on the workspace and the undefined delays. Ready to sign up? Call the team today: Reseller Team x1204 reseller@simplycast.com Copyright SimplyCast

4 Your Finished Flow This template gives your team the ability to keep in touch with customers who are already interested in what you do, and allows them to expand on that knowledge, teaching prospective clients about the ways that your product could appeal to them specifically. An invaluable tool for a sales process made easy with SimplyCast 360. Example Campaign Copyright SimplyCast

5 Web Host Domain Renewal: Clients don t sign up for their domains on the same date. That means that clients are always coming due for renewal at different times. So, how can you remind them to renew their subscription in the most effective, costefficient way possible? That s what we re going to show you how to do with SimplyCast 360 and marketing automation, set up an automated campaign to send reminders for you. This will free up more time for maintenance, and other important tasks and services offered by web hosting companies. Of course this could be modified in any way necessary, but this is a basic template. Step 1 Setup: In order to build out this template properly, you will need the following elements on the workspace to arrange. You ll need a SignUp Form from the Starting Points tab, a Delay from the Choices and Delays tab and five Campaigns from the Campaigns tab. In addition, you will need five Update Contact Manager Data elements. Once you have all of these elements, it is easy to set up a campaign that will do precisely what you need, sending out an 3 months prior to the expiry, 1 month prior, 2 weeks prior, 1 week and then the day of. Step 2 Connecting: Setting up connections for this campaign is a bit more complex than usual. In this case, you want to ensure that you start at the beginning, so start by clicking and dragging the connection icon from the lower left of the SignUp Form to the Delay element, and then from there, connect the Delay to the first Campaign. Each Campaign will connect to the next, and each Campaign will also connect to a single Update Contact Manager Data element. That finishes the basic connection. The more advanced settings take place using the boxes that appear between connected elements. Clicking on the box that appears between each Campaign and its Update element, you ll want to select Clicked Link from dropdown menu on the far left. This will ensure that the customer is only moved to the phase of the pipeline reserved for successful renewals if they click the renewal link in the . In the connection boxes between each , you want to select No Activity and set a time frame. Next, click and drag the Call forked the team icon today: on the to the next , duplicating the connection. In the box that appears, select Reseller Team Opened and choose a time frame. Now, the customer will receive the next alert/reminder x1204 if they do anything but click the link to renew. Of course, there would be a reseller@simplycast.com way to unsubscribe, and customer care would be responsible from removing a client if they declined to renew at any time in the process. Ready to sign up? Copyright SimplyCast

6 Step 3 Settings: Once you have your flow connected and ready, you ll need to locate the menu for each item on the workspace located in the upper right hand corner, and find the option labelled Start Setup Wizard. This will allow you to build out the content of your s and update your campaign settings. If there is no Start Setup Wizard, you will see all the settings that can be adjusted in the black box to the far left hand of the screen. There are handy tooltips and a tour that will help you with the settings as well. Step 4 Activation and checking your work: When your campaing is created and ready to go, click Next. This will take you to the Activate Project screen. Click the Activate What Is Able To Be button to ensure that you know if any of your items still need work before your project goes live. If anything is unable to be activated, you may be missing a setting or important field. See the image on the next page as a reference. This is what things should look like, with the exception of the names of your items on the workspace and the undefined delays. Ready to sign up? Call the team today: Reseller Team x1204 reseller@simplycast.com Copyright SimplyCast

7 Your Finished Flow A little more complex than many flows for everyday processes, to be sure, but well worth it in the time and stress saved on both sides of the story. The customer knows exactly when they need to renew the domain if they intend to keep it, and is given plenty of time to do so; and the domain owner is given peace of mind that people who intend to continue with the service will consistently be reminded every time they have to renew without spending resources or manpower on that, allowing them to allocate it elsewhere. Example Campaign Copyright SimplyCast

8 What is SimplyCast 360? SimplyCast 360 is the #1 Customer Flow Communication tool in the world. It combines marketing automation, inbound marketing, and multiple channels of communication into one easy-to-use tool that allows you to personalize and automate your entire communication process. Request A Demo We offer live daily demos of SimplyCast 360 to help you better understand how it works and how your company can use it to increase engagement and ROI. When Are Demos? Demos are held at three convenient times every single weekday. You can sign up for a live demo with one of our Flow Experts every Monday Friday (excluding stat holidays) at the three times listed below:»» Europe & North America 10am EST»» North & South America 3pm EST»» MENA AREA 9am GMT+1 Click here and fill out the form to the right to sign up for a demo of SimplyCast 360 Questions? If you have any questions about SimplyCast 360, would like to set up an account, or want to schedule a one-on-one demo with one of our flow experts, send an to our sales manager, Jennifer Jackson, at jennifer.jackson@simplycast.com or call us at 1 (866) , ext Jennifer works with SimplyCast s Live Demo team and loves helping customers set up their first 360 lead nurturing campaigns. She loves to travel, is always trying new restaurants and is a self-proclaimed foodie. Copyright SimplyCast