Switching provider

Transcription

1 Switching provider

2 Contents Why transfer? Why choose us? Migration check sheet Transferring your lists Importing your templates Sign-up forms & integration Changing your settings The 10 marketing commandments About us

3 Why transfer? Transferring to little green plane from another service provider could not be simpler. In this guide, we show you how to transfer your data lists and templates and how to generate new sign-up forms. We will also provide our migration check sheet to ensure you haven t missed anything. Many marketing users have already transferred to little green plane because of our flexible pricing options, top reporting and testing features, easy editor and our intuitive check list system. With us, it doesn t matter how much you spend, you ll receive the same access to all our top-level reports and features. The only reason you pay more is if you send more s. For more information about transferring to little green plane, please contact the team by ing info@littlegreenplane.com or call

4 Why choose us? Check out four reasons why you ll love working with little green plane 1. little green plane is easy to use Intuitive check list; we provide an intuitive check list to guide you through the process Easy editor; if you can use Word, you can edit templates within minutes using our easy editor Template gallery; ample free templates in our online gallery Help when you need it; free UK telephone, and online support To see how easy little green plane is to use, book a personalised demo by ing info@littlegreenplane.com or call us on

5 2. little green plane offers a range of services Custom design; landing pages, bespoke templates and more Training; structured courses offering best practice advice Strategy; review, problem identification, recommendation and deployment Managed services; for those short on time or resources we ll do the hard work for you 03

6 3. little green plane provides great features Beautiful s; Creating s is easy with our advanced editor that s packed with features List management; we ve got great subscriber management features to handle contacts Easy delivery; our vast range of testing tools help you make sure the lands in the inbox Extensive reports; See exactly who you recipients are, what they open and where they open Access the full range of features for little green plane by visiting 04

7 4. little green plane teaches you best practice with our free resources Guides; browse our range of best-practice guides Events; check out our marketing roadshow Case studies; see for yourself what current clients have put into practice Videos; a range of helpful instructional videos Don t forget Claim your free account today and get started with 50 free credits. No contracts. No set up fees. No credit card. No problem. Sign up by visiting 05

8 Migration check sheet If you re now chomping at the bit to change across to little green plane, here are the easy steps to get started: 1. Set up your account and receive 50 free credits 2. Export your data from your current provider as an Excel sheet and import into little green plane (see page 09) 3. Transfer your templates from your current provider by copying and pasting the HTML code into our easy editor and add your images into our image manager (see page 11) 4. Choose your payment plan and top up in the dashboard of your account 5. Start creating and sending! If you need any help migrating to little green plane you can use our free support service by calling or 08

9 Transferring your lists After setting up your little green plane account, you will need to transfer your subscriber database. Export Your current provider should give you an option to export your lists as Excel files. Export these and save them as.csv files by using the drop down menu options in save as on your computer. Alternatively, if you use a CRM system, export them from there in the same way. 09

10 Import Log into little green plane. Go to contacts in the top navigation. Click create a new contacts list. Name the folder. If you have pages on your website to greet subscribers or give a farewell message to unsubscribers you can link them here. Click create list. You will now see your list in manage contacts. Currently you will see you have no contacts. Click on the pencil next to your list name to add people to the list. Click import subscribers and select the file you wish to upload. You have to certify that this is an opt-in list, which means your subscribers are happy to receive s from you. You cannot upload role-based s such as info@. Before your contacts are imported, you need to match the titles in your.csv file (which now appear in the left hand column), to the correct fields e.g. first name. Click import and you re done. 10

11 Importing your templates You can easily transfer your existing templates into little green plane. Simply log-in to your existing provider s account, open a template that you want to transfer and view it in the code or HTML view. Copy and paste the code. Log-in to your little green plane account and click through the options to create a campaign Step-by-Step. Open the editor. Click the HTML view tab at the bottom and paste in the code. All you need to do now is upload your image files from your existing provider into little green plane. You can do this using the little green plane image manager in the editor. Just browse for your images and upload. You will also need to change the plain text. In the little green plane checklist, choose the plain text option and click load from HTML source. 11

12 Sign-up forms & integration If you have been using sign-up forms on your website provided by your previous marketing partner, you will need to update these so they sync with your new little green plane account. Luckily, we give you free sign-up forms as a valued little green plane customer. To set these up, simply log-in to your account, and click contacts. Select the contact list that you want the details that your form collects to go into and click the pencil icon next to it. You will see on the right hand column an option to generate sign-up. You will then be presented with a list of optional data fields that you can choose from to make up your form. Once you have chosen your fields, click continue. The code that you need to put into your website will be generated, along with an example form. If you need your campaigns to integrate with your CRM system, simply call us on or support@littlegreenplane.com 12

13 Changing your settings The final part of your changeover is ensuring your company details and account settings are correct before you start sending. These will be included in the footer and inclusion is a legal requirement. Log-in to your little green plane account. Using the top navigation bar, click settings. On the right-hand menu you will see a range of options. The most important two for this purpose are company details and add users. In company details you will need to complete your business address, company registration number (if you have one) and contact details. If you wish to give account access to anyone else you work with, you can do this under add users. They will have to set up their own password for security purposes. 13

14 10 marketing commandments That s it! You should now be well on your way to becoming a little green plane user. If you require further help or would like a quote for us to manage the transition for you, call us on or support@littlegreenplane.com Please find below our 10 marketing commandments to ensure you are adhering to marketing best practice at all times, and receiving the best possible results: 1. Thou shalt refine your subject line 2. Thou shalt use a prominent call to action 3. Thou shalt give value to your subscribers 4. Thou shalt use an opt-in approach 5. Thou shalt grow organic data 6. Thou shalt segment your data 7. Thou shalt set objectives 8. Thou shalt test 9. Thou shalt not spam 10. Thou shalt be legal 14

15 About us little green plane helps you create highly personalised campaigns to build long and meaningful relationships with your clients. With UK , telephone and web chat support with our expert client captains, little green plane gives you more. We re on hand to help anyone from an marketing first-timer to a seasoned sender. What s more, all our customers receive the same features and levels of comprehensive reporting regardless of spend. Give your marketing a lift with little green plane s four simple steps: Create your with our Word-style editing system, templates or import a design file. Upload infinite contacts in Excel and let us handle any unsubscribes and duplications. Deliver your s effectively using our rigorous testing system. Get a detailed report to track your results. 15

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