!!!!!!!! Startup Guide. Version 2.7

Transcription

1 Startup Guide Version 2.7

2 Installation and initial setup Your welcome included a link to download the ORBTR plugin. Save the software to your hard drive and log into the admin panel of your WordPress site. Navigate to Plugins > Add New in your admin panel and select Upload from the options at the top of your screen. Upload the plugin file from your hard drive and activate it. Once ORBTR is installed, 5 menu items will show up for ORBTR on the left main navigation. Under ORBTR, select configuration to complete your set up. Settings Enter your API key and account ID from your welcome . If you would like the notification to go to a different address than the one entered upon purchase, please enter an address into the Notification field. Options are also included for you to disable default ORBTR notifications. Checking Enable ORBTR for tracking comments will allow you to gather tracking data on individuals who leave comments on your blog, just as if they had filled out a contact form on your site.

3 Checking the box marked Enable Mobile Site? will activate the ORBTR mobile theme. Do not do this until you have configured options for the mobile theme. Checking the box marked Enable Mobile Site on Tablets? will activate the mobile theme on larger screen mobile devices like the ipad, and Kindle Fire.

4 Next you will configure your social Network information. Enter your URL s of your social profiles on the sites listed, and Save Options. These URL s are used in your templates, landing pages, and mobile templates. Finally, you will configure your settings. If you are using MailChimp (recommended), complete the fields for API Key, Newsletter From Name and Newsletter From (the from name and from will be default settings for any new you create using ORBTR). To find your MailChimp API key, just Log into MailChimp, and under the Account menu, select API Keys & Authorized Apps. From there, select Add a Key, then copy and paste this key from MailChimp to the MailChimp API Key field in ORBTR. If you are not using MailChimp, check the box at the bottom labeled Disable MailChimp Integration. Checking the box marked Append lead tracking to template links? will automatically add ORBTR lead tracking codes to all of the links in the main template, preconfigured for MailChimp. If your lists typically contain first and/or last names, check the appropriate boxes this will allow you to add richer tracking links in your s. (NOTE: this does NOT apply to links you add yourself in the main content area, we will cover how to do this later in this document).

5 If you are not using MailChimp but want to enable lead tracking on template links, enter your marketing system s merge tags for address, first name and last name in the space provided. If you do not know your marketing system s merge tag for address, this information should be available in your provider s documentation or by contacting their technical support.

6 Lead Tracking Once configuration is complete, you are ready to begin tracking online leads. If you are using Jetpack for your contact forms, all form submissions will be tracked automatically in ORBTR. If you are using Gravity Forms, you will need to activate lead tracking on each of the appropriate forms.

7 To activate ORBTR on Gravity Forms version 1.7+, go into your Forms menu and select Form Settings.

8 Scroll down to the bottom of the window and then select the box Enable ORBTR Integration. If you are using an older version of Gravity Forms, i.e. pre- version1.7, go into your Forms menu and select Edit on each form, select form setting, advanced, and then select the box Enable ORBTR Integration.

9 You can also track visitors who click specially coded links from your s. Just append? o = address to the end of any link on your website, for example, if you wished to track clicks from an sent to you would embed the link as If you wished to track visits from leads who click links in your newsletter, just replace the address with the merge tag that your marketing system uses. For example, MailChimp s merge tag is * *. So the finished link would be embedded as *. There are 4 data points you can pass to ORBTR using links: o ( address) fname (first name) lname (last name) ocompany (company name) If you wanted to create a lead including data for first name, last name and , you would add?o =* *&fname=* FNAME *&lname=* LNAME * where * *, * FNAME * and * LNAME * are the corresponding MailChimp merge tags. So the final link would be *&fname=* FNAME *&lname=* LNAME * If you don't use MailChimp, you can simply replace the * *, * FNAME * and * LNAME * tags with the merge tags your system uses. Once you have configured all of your lead tracking settings, the ORBTR Dashboard view will display both your online visitors and leads, those who visited recently, and your most popular pages and referral sources for the day. This view will automatically refresh itself every 30 seconds. NOTE: ORBTR uses the term Visitors to define any individual who visits the site but has not yet been identified as a lead. ORBTR defines Leads as any individual who has been identified by completing a form, submitting a comment or clicking through on a tracked campaign.

10 You can also see leads and visitors currently online and all tracked leads/visitors in the separate menu items below the dashboard.

11 Under All Records, you can sort your leads by using several criteria, export your records listing to csv, and search as well. By hovering over a record, you can view their profile, including browsing history (this option will also allow you to edit the record) or delete them. The ORBTR visitor profile view will give you an individual s complete browsing history on your site, sorted by date, and give you information and statistics relevant to each visit (browser, operating system, geography, etc.) as well as aggregate information about the individual like how many times they ve visited, how many pages they ve viewed and their average pages/ visit. If available, ORBTR will automatically insert the individual s Gravatar ( gravatar.com) for known leads. Orbits (beta) Orbits allow you to automatically categorize your leads and visitors based on either who they are (attributes like whether they are a known lead, their address, name, company, etc.) or how they use your site (metrics like what pages they have visited, how many pages they have visited, what website referred them, etc.) To create your first Orbit, select New Orbit from the main ORBTR menu and fill out the page that appears:

12 The color you select will be used to identify the Orbit as you view visitor profiles and in the All Records view. The options available for alerts will allow you to receive messages in real time when someone new is assigned to your Orbit or when a member of the Orbit returns to the website. These options function independently of the global setting in ORBTR for preferences. NOTE: Selecting one or both of these options could cause you to receive a lot of s from the ORBTR system, especially if you select the option to be alerted when new people are added to the Orbit as soon as you save you will get an for each person existing in your ORBTR tracking that meets the criteria for the Orbit. You can filter individuals for Orbits based on who they are, what they do on your site, or both. If you only want to filter based on browsing history, click to disable filtering by individual (or vice versa). You may add as many AND or OR criteria to your Orbits as you like. For example, This Orbit will be applied if the individual is a known lead and their history includes a number of page views greater than 5 AND their history includes a referral source containing google.com Or, This Orbit will be applied if the individual has an address containing companyx.com OR has a company network containing Company X

13 Once you save your Orbit, it will be applied to your existing records in real time. NOTE: The before today attribute in the history filtering can be a very powerful tool. Use this to detect things like cart abandonment or to monitor for missed conversion opportunities. For example, This Orbit will be applied if their history before today includes a page URL containing shopping-cart AND their history before today does not include a page url containing thankyou Orbit Widgets Orbit widgets allow you to customize content on your site based on what Orbit an individual visitor belongs to. This allows you to change content based on where visitors were referred from, what pages they have visited, whether they have been to your site before, responded to an campaign or purchased from your site. Setting up an Orbit Widget is very similar to setting up an Orbit. First, name your widget (descriptive names will make things easier later) and select an Orbit from the drop-down list you would like to use as a trigger. Next edit your content (the entry box makes it easy to enter text/html, but a graphical WYSIWYG editor is available as well). You can then add additional conditions and if you like a default condition, which will

14 show if none of the conditions described in the widget are met. If you would rather the widget disappear altogether if none of the conditions are met, just select the box at the bottom of the editor and press Save Changes. NOTE: All the content areas in the widget editor can accept short codes (usually useful in adding things like forms, galleries and videos) and you can add images and links as you normally do through the WYSIWYG editor. NOTE: There may be instances where more than one condition you set in an Orbit Widget is met for example, if it triggers customized content if someone is in Orbit 1 OR Orbit 2, what happens if an individual is in both? When the widget is processed the logic is read from top to bottom. So, if the first condition is met because someone is in Orbit1, the second condition won t ever be processed at all. So the most important condition in your logic should ALWAYS appear at the top. If you realize, after editing, that you have misprioritized your conditions, you can reorder them by dragging and dropping. Using Orbit Widgets There are three ways to use your widget on your site. First, it can be deployed to any widgetready sidebar using the options available under Appearance > Widgets in your WordPress admin. Orbit Widgets are easily identified by the bright orange label. Within the options for each widget you will be able to specify a title, select an Orbit Widget and identify specific pages to include the widget (leave blank for all) or exclude the widget from appearing. The second way to deploy a widget is by using the Add Orbit Widget button that will now appear above the editor window on all of your pages and posts.

15 Finally you can also insert an Orbit Widget by adding a short code into your normal page/post editor, or any area in your website that supports short codes. The short code is written as follows: [orbit_widget id="x"] The X in this code should be replaced with the specific widget ID, i.e., [orbit_widget id="4"]. To find the widget ID, click on ORBTR > Orbit Widgets in your WordPress admin panel and, when you come to that screen, click to edit one of your widgets. In the URL for the editor you will likely see an address that looks something like this: wpadmin/admin.php?page=orbtrconnect-orbit-widgets&action=edit&id=4 the widget ID in that case is 4.

16 Marketing When you use Marketing for the first time you must set up your templates. Go under Template Setup to begin. There are 4 variations on the template. The styling options you select will apply to all of them, except for the plan text / html option.

17 Under each styling option, you may click the question mark box in the upper right corner for details on each field location and meaning.

18 Remember to save your changes before leaving this screen. After saving, you can preview your templates.

19 To edit an existing , you can complete that the same way you can edit an existing WordPress page.

20 To add a new , select Add from the Marketing menu. Enter the title, which is not used anywhere in the actual , its just used as a identify your campaigns in ORBTR and in Mailchimp. Enter the body copy of your in the main editor, and you may use the listing of Mailchimp merge tags below as your reference. The sidebar options allow you to choose your mailing list, your template, your subject and whether you want to use a custom from name and address. If you leave these two fields blank, ORBTR will use the default name and you configured in your main ORBTR settings. If you want to add ORBTR lead tracking links within the body copy of your , use the standard Insert/edit link tool in the WordPress editor, add your link URL and then click the orange button marked Append ORBTR Tracking per the image on the next page. This will add the code for link tracking (using MailChimp s merge tag as default or the override merge tag you specified in the ORBTR configuration) at the end of the URL you provide.

21 On the right, enter subject, select your Mailing List and Template. You can also add an identifier for Google Analytics. When you save the , it will be automatically added as a draft to your MailChimp account. Log into your MailChimp account to test and schedule your . You will not be able to see this in your page library, you will need to select and edit it under the All s menu item for ORBTR. Custom Template If you have access to custom development resources, you can easily create a custom template for use in ORBTR Just create your template using the same code as a normal WordPress page template. Then save it as orbtr .php and add to your active theme folder. Once you have added the new template, the next time you add a new or autoresponder, you will see Use Theme Template as an option under the Template menu on the right-hand sidebar. Currently, ORBTR allows for only one custom template.

22 Autoresponders Under the menu item, All Autoresponders, you can see, edit or delete autoresponders that you have created. Select Add New Autoresponder. Adding or editing an autoresponder is similar to adding or editing a webpage or , except that there are additional options on the right. Enter the title, which is not used anywhere in the actual , it s just used to identify your campaigns in ORBTR and in Mailchimp. Enter the body copy of your in the main editor, and you may use the listing of Mailchimp merge tags below as your reference. On the right, enter subject, select your Mailing List and Template. You can also add an identifier for Google Analytics. The Offset Time is the amount of time between when a new subscriber joins your list and when you would like the autoresponder to be sent. You can select a number days, weeks or months. Under Scheduled Time, you select the time of day you wish the autoresponder to be sent, please note this time is set based on the time zone preferences you configured in MailChimp when you set up the list. When you save the , it will be automatically activated in your MailChimp account.

23 You will not be able to see this autoresponder in your page library, you will need to select and edit it under the All Autoresponders menu item for ORBTR. Custom Template Your custom template can also be used for autoresponders. See the marketing section for instructions on how to add your custom template.

24 Landing Pages When you use Landing Pages for the first time you must set up your template. Go under Template Setup to begin. Under each styling option, you may click the question mark box in the upper right corner for details on each field location and meaning.

25 Remember to save your changes before leaving this screen. After saving, you can preview your template.

26 Next, select Add a New Landing Page Enter your page title above, and then enter the body copy in the text editor. All of your standard WordPress editing options work here just as they do in the regular page or post editor. Under the Optional Menu Items on the right, you will be able to add navigation items to appear on the upper right corner of your landing page underneath the phone-number. If these are left blank, no links will appear. In the header options, adding an override phone number will replace the default phone number that you had set in your template settings. If you wish to use the default phone number, you may leave this blank. Similarly, leaving topside bar title blank will allow the default option to display. The top side bar text is where you will add any content that you wish to appear below your sidebar title and above your form or call to action. Under Call to Action type, you may select: none, button, gravity form (if you have gravity forms installed), or Jetpack form, (if you have Jetpack forms installed). If you choose none for Call to Action type, then you may move on the next item. If you choose button for Call to Action type, then you will be asked to enter a button title and a link URL.

27 If you choose gravity forms for Call to Action type, then you will be able to select any of your Gravity forms from a drop-down list. If you choose Jetpack forms for Call to Action type, then the option to create a Jetpack form for this page will appear. Optional Bottom Sidebar Text appears below the Call to Action in the sidebar. This can be blank if you wish. Override default blog heading title will allow you to enter a heading for the blog section to replace your default template setting. You can also select a category and number of blog posts to appear. If you select zero as the number of blog posts, then the entire section will be hidden on the page. The section Landing Page SEO will allow you to enter a custom META title description and keywords. When you are complete, hit the Publish in the upper right hand corner of the landing page screen. You will not be able to see these pages in your page library, you will need to select and edit it under the All Landing Pages menu item for ORBTR.

28 Cloning Assets Very often when we create new marketing tools, we want to use an existing asset as a starting point. ORBTR makes it easy to duplicate or clone landing pages, s and autoresponders. Just go to your listing of landing pages, s or auto responders and roll over the item you want to clone. In the options that appear, you will see Clone as a selection. Click that and the selected item will be duplicated. Campaign Manager When you are creating a marketing campaign, there are often a lot of elements involved. Our campaign manager feature allows you to organize them all on a single screen. You can create a campaign by clicking new campaign on the main ORBTR menu in WordPress. Once you have created a campaign you can use the colored tabs to create assets (including Landing Pages, Posts, pages, s, Autoresponders, Orbits and Orbit Widgets) to

29 add to the campaign or you can navigate to existing items using your normal WordPress menus and look for the Assign to Campaign item on the sidebar for Pages, Posts, Landing Pages, s and Autoresponders: Or across the top in the editor for Orbits and Orbit Widgets:

30 Mobile Site When you use the Mobile site for the first time you must set up your template. Click Mobile to begin. Under each styling option, you may click the question mark box in the upper right corner for details on each field location and meaning.

31 Under the tab for Homepage Content you will have the opportunity to override your standard home page with a mobile-specific version. If you choose to do this, you can enter your content, links and images as you would in any WordPress editor and check the box to activate it. NOTE: this option will only override a STATIC home page, not a home page using the recent posts option in your WordPress settings. Under the Create Your Menus tab, a video will demonstrate how to create a navigation and menu structure for your mobile site. You can use an existing site menu or create one special for your mobile site (configured under Appearance > Menus). NOTE: your menus will NOT style correctly if you do not assign a menu under Appearance > Menus. Remember to save your changes before leaving this screen. After saving, you can preview your template. After saving, go to the main configuration under ORBTR and activate your mobile site

32 Code Insert Code Insert allows you to easily add items like Google Analytics or conversion codes, font codes, and other scripts to your website without modifying the theme files. To add a code, select Add Code from the Code Insert menu. On the following screen you will name your code (just a name that you will use to identify it later should you want to find or edit it using the Codes screen), copy and paste the code into the main editor area and then select where on your website you want that code to appear. The documentation for your code will usually specify whether it belongs in the header or footer of your site. Font codes, for example, usually go in the header and conversion codes will generally go in the footer. You can also specify if you want codes to appear on your site s front page and on the blog index page and if there are specific pages/posts and categories that should be included or excluded. To include or exclude pages/posts or categories, use the ID #s for those items, separated by commas. To find the page/post or category ID, click on the main posts or categories view in WordPress and click to edit one. In the URL for the editor you will likely see an address that looks something like this: the page/post ID in that case is 55. You can find category ID s the same way.

33 Zapier Integration One of the best things about ORBTR is our integration with Zapier, a service that allows for simple task automation between more than 200 web applications including ORBTR and other popular services like Salesforce, Highrise, MailChimp, Zoho, Sugar CRM, GMail and many more. To get started with Zapier, just visit zapier.com and create an account. They have both free and premium account options and if you select a paid account you can use the coupon code orbtr_80177 to save 50% for the first 3 months of your Zapier subscription. Once you have set up your account, you can visit the dashboard to set up your first Zap or software integration. This process is easy and visual and requires NO programming experience. Just select ORBTR from the options under Trigger Service and then the service that you want to send ORBTR data to from the options under Action Service. The process from there is very quick and simple and you can be up and running in a matter of minutes. And if you run into trouble, Zapier has an extensive support forum. If you have any questions specifically about using ORBTR with Zapier, just your question to support@orbtr.net. NOTE: ORBTR is only available as a Trigger Service and not as an Action Service.