Comprehensive Sales and Marketing Tools Online

Transcription

1 Comprehensive Sales and Marketing Tools Online Save time by using our Sales Central and Marketing Central tools online. How can these tools help you? Easily track and market to non-buyers saving you time and money. Once you upload a list, any online sales are automatically added to the appropriate student. You can also easily enter in-school purchases to your students on the list. When you re ready to market to non-buyers, your list is at your fingertips! Sales reporting and goal tracking is a cinch saving you time and keeping you on budget. View and export your sales reports, review incomplete orders, set your staff s sales goals and even print your distribution report here. If you have sales questions, your Sales Central area has answers. Simplify distribution day saving you (and your staff) time and energy. All options purchased online already come pre-packaged by student name, making it easier for you to hand out. Did you know that if you also enter your in-school sales into our Sales Central by March 15, 2016 (spring delivery) or June 15, 2016 (fall delivery), we ll also package these options? Your distribution day just got a whole lot easier!

2 Set up or confirm your yearbook pricing The first step to using all the powerful sales and marketing tools in Members Only is entering your yearbook and ad pricing and dates. 1. Log into Members Only. 2. If you have not yet set up or confirmed your 2016 pricing, you will be prompted to first review or set up your pricing for this year when you click on Go in the Marketing Central or Sales Central areas. Or, you can click on the Sell Online button on the right side of the home page. 3. Fill out or confirm the pricing and deadlines for your yearbook and ads, check the box if you want to sell online and Save. Student List The next step is uploading a student list. This allows you to track non-buyers, add in-school sales orders to students and manage namestamp and itag orders. To upload a student list: 2. Click Go in the Marketing Central area. The first time you enter Marketing Central, you will be prompted to upload your student list. Click Upload Student List, then select Upload Now. 3. In the Upload List box, Browse to find your list. 4. Confirm or label your columns. If your column names match our default names, the system will match the column names for you. To delete any unnecessary columns, or if you have a column that doesn t match our drop-down list, click on the Delete link in the upper-right corner. All columns must be labeled using a selection from the dropdown menu. 5. Click Next, then I m Finished. If you have uploaded a Student List, you can add more students at any time: 2. Click on Go in the Marketing Central area. 3. Click on Add Students. 4. Select Type It In or Upload List and follow the steps. If you do not have a list to upload, you can enter student names individually: 2. Click on Go in the Marketing Central area. 3. Click on Add Student. 4. Select Type It In and follow the steps.

3 Sales Central The Sales Central area of Members Only serves as your financial hub. You will find your sales reporting and have the ability to enter in-school sales, add students manually to your sales list and set financial goals. When you enter Sales Central, your financial numbers are available at a glance, including up-to-date numbers for yearbook, personal ad and business ad sales. Set and review your sales goals. See a quick, at-a-glance summary of your sales. See which orders are incomplete. See and export your detailed sales report and print a distribution list. See the number of yearbooks you ve sold to date. Go to Marketing Central to see your non-buyers. Set Goals: Sales Central lets you set sales goals for your book and ad sales. This gives you numbers to work hard to meet and a chance to improve your sales. 2. Click on Set Goals in the Sales Central area. 3. In the Revenue box on the left, click the Set link for each applicable item. 4. In the pop-up window, enter your sales number from last year, and your goal numbers for this year. Encourage your staff to beat last year s sales! 5. Click Save. Your goal numbers can be updated at any time.

4 To manually enter in-school yearbook and ad sales: 2. Click on Enter Sales under the Sales Central area. 3. Click To Students. 4. Select a student from the list by clicking on the student s name. You can select multiple students by clicking on additional student names. 5. Click one of the options: Enter Sales to Selected Students or Add Student and Enter Sale. 6. If you selected multiple students, enter a Sales Description for the order and other order information. Any options selected will be selected for all students. To change options by student name, check the I want to edit details for each person box. 7. Click Next. 8. If Namestamps or itags were selected as options, you will be asked if you want to add personalization. To add, select Yes, add personalization. --Select Layout. --The first line defaults to the student name, but this can be changed. --To select icons, enter the two-digit number from the order form, or click on Select to open images. --If you are entering for multiple students, click Next and repeat. --When finished, select I m finished personalizing. If you do not want to add Namestamp or itag personalization right now, select No, I ll do it later. 9. Click Save and you will see a confirmation that your sales were submitted. View your sales report Once you have entered your in-school sales, go to Sales Details by clicking on Sales Details in Members Only. Here you can: See all yearbook and ad sales, including who still owes money if you allow partial payments. Print or export reports, and print your distribution list.

5 Marketing Central The Marketing Central area in Members Only makes it easy to see who your non-buyers are and gives you easy, effective ways to market to them. In Members Only, click on Go in the Marketing Central area. If you have not uploaded a student list or entered any student names, you will be asked if you are ready to upload a student list. If you are not, simply click No, not yet or click Upload Student List if you are ready. Review and turn on Automated Marketing. Sort through your uploaded list of students or businesses with these options. Add a student or business to your list here. Print a list of non-buyers or export a mailing list. Get your marketing materials here.

6 Automated Marketing Parents are buying items online every day. Why not them timely yearbook reminders through our Automated Marketing so they know they can buy the yearbook online too? How can this new tool help you? Set it and move on saving you time. Once you set up this program, mark s off your to-do list. s will automatically be sent to parents based on the dates you entered for Online Yearbook Sales. Relax! It s easy, effective and free saving you time and money. s give parents 24-7 access to purchase and have proven to be a great way to get parents to buy. Send only to non-buyers saving you and parents frustration. Automatically only those parents who haven t bought a yearbook. You won t have to scrub your lists to remove previous purchasers. Parents won t receive s if they ve purchased. Includes a photo from submitted spreads (Online Design 2016 schools only) enticing more parents to buy. How cool is that? When you tag your photos in Online Design 2016 and submit a spread, the sent to each parent will include a photo of their child (if their child is included on a submitted spread). What you need to know: There are up to eight potential s, depending on the items you are selling and the pricing information you enter in Members Only: 1. Registration/Back to school (optional): Only sent if you set up this Yearbook sales starting: Sent on the day your Online Yearbook Sales start. 3. Price increase #1: Sent one week prior to price increase. Only sent if you have a price increase. 4. Price increase #2: Sent one week prior to price increase. Only sent if you have a second price increase. 5. Price increase #3: Sent one week prior to price increase. Only sent if you have a third price increase. 6. Namestamp Sales Ending: Sent one week prior to namestamp sales ending. Only sent if you are selling namestamps online. 7. Yearbook Sales Ending: Sent one week prior to online yearbook sales ending. 8. Yearbooks are in (optional): Only sent if you set up this . Parents are removed from future s once they buy a yearbook. In Marketing Central, you can preview your s and add additional parent addresses.

7 Follow these easy steps to set up and use Automated Marketing. 1. Set up your Online Yearbook Sales in Members Only. 2. Upload your Student List in the Marketing Central area of Members Only. Click on Add Students, then Upload List. Be sure to include parent names and addresses. 3. In Marketing Central, click Turn On Marketing. 4. In the Marketing area of Marketing Central, click Settings and enter your information, including send name, reply address, in-school sales information and more. You can update this information any time by clicking on Settings. You can set up a registration event by clicking Edit Event Details. 5. Click the Show All s link to preview an before it gets sent. 6. Click Get more s to add more addresses. You can either type them in, or upload another list. Your s will be sent automatically, based on the items your school is selling and your deadlines. If you have questions on how to set up or use Automated Marketing, contact Computer Support at or [email protected].