Quick Tips for Success

Shared Lead Categories

Lead Categories determine which Email Campaign will be triggered to your leads. An Email Campaign is a series of pre-created email messages designed to "drip" information to your leads and drive your leads to action. Each shared Lead Category has been created by your network administrator and has compliant email messages ready to be sent to your leads. In the Lead Categories block you will see the category name, the number of emails within that category and the number of leads within the category.

View Email Campaign:
Step 1:     Click on the Category Name. The window will refresh.
Step 2:     Under Email Campaign, you will see a list of emails and the schedule. The
                  schedule number represents the days from when the lead is placed in the
                  category that the email message will be triggered to the lead.
Step 3:     Click Preview Email to view the email message.


Shared Email Campaigns:
Shared Lead Categories are campaigns that have been created by your network administrator and include compliant email messages that are compliant and cannot be edited. Shared email messages will include your My Signature.

Note: Your My Signature uses personal account information from fields in Account Settings.

Add a Category

Remember this key point: A Category determines which Email Messages a lead will receive and the schedule of when they are sent.

Add a Category:
Step 1:     Click on Prospect Generator, then on the Campaign sub tab.
Step 2:     In the Category block, click Add Category. A new window appears.
Step 3:     Name the Category.
Step 4:     Click Add Category. Your new category has been created.

Add Email Messages to a Category
Step 1:     Click on the name of the Category you created. A new window appears.
Step 2:     Navigate to the Email Campain block. 
Step 3:     In the Email Campaign block, click on Add Message.
                  The window will refresh.
Step 4:     In the Add Message to Campaign block, click on the Email Message
                  field dropdown menu.
Step 5:     Select an email message.
Step 6:     From the Schedule dropdown menu, choose when you want this Email
                  Message to be sent. The “days” represent the days from when a Prospect
                  is added to this Category. For Example: Immediately will be displayed as “0”.
                  3 Days will be displayed as “3”. Meaning, (3) days from when the prospect is
                  added to the Category. As a rule, send out Email Messages every 3 days
                  for the first 15 days. This gives continual information for a prospect to review
                  which increases response rate.
Step 6:     Click Save Changes.

Follow Steps 4 through 6 and add a series of Email Messages to this Campaign.

Shared Email Messages

Pre-written Email Message Campaigns are the back bone of Prospect Generator. The marketing department has created and shared a series of compliant email messages to use when communicating with your leads. Shared email messages may be attached to a Category or sent individually to leads in the Lead Details of a lead under Send Message to Lead. Shared Email Messages will include your My Signature and may include dynamic links within the email content. When sent, these dynamic links will populate with contact info specific to your account.

View Shared Email Messages:
Step 1:      In the Email Messages block, click on the name of an Email Message. The
                  window will refresh.
Step 2:      In Email Message Details, click View Email. You will view the email content
                  along with your Default Signature.

Note: Email Content with dynamic links or fields will not populate until sent out from the system.

Build an Email Message

There is no limit to how many email messages you can build. Depending on the subject matter, email messages can be used in multiple categories.

Build an Email Message:
Step 1:     Click on Prospect Generator, then on the Campaign sub tab. 
Step 2:     In the Email Messages block, click Add Email.
Step 3:     Type in the Email Message Name. The name allows you to identify this email in
                  the list.
Step 4:     Type in the Subject. The Subject line will be viewed by the recipient of the Email
                  in their inbox.
Step 5:     Click "Add Email". The Email Message now appears in the list.
Step 6:     Click on the name of the Email Message to view email message details,
                  add document attachments and create content.
Step 7:     In Email Message Details, choose your choice of signatures from the drop down menu.
                 (See Build a Signature) 
Step 8:     Under Email Contents, click "Edit". The email editing window will appear.
Step 9:     If you want to personalize an email you can use the [ ] brackets to pull in a prospects 
                  First Name, Last Name or Email Address.
                  (Example: Hello [First Name],.......When the email is sent, it will read "Hello
                  John,")
                  Type in the content of the email and add images from the Library Generator.
Step 10:    Click "Save Changes".

Fields that can be pulled into an email message:
Email messages can be personalized by including the prospects First Name & Last Name and Email. Use brackets to wrap the following words when you write the content: 
First Name = [First Name]
Last Name = [Last Name]
Email =  [Email]

Add an Attachment to an Email Message

Web Pages, Media files, and Documents can be added as an attachment to an email message. Attachments will show as links within email messages below the user signature. To add a Media file, or Document attachment to an email message, the file must first be uploaded in the Library Generator. Web Pages in Web Generator will be available to add as links.

Add an Attachment
Step 1:   Click on Prospect Generator, then on the Campaign sub tab.
Step 2:   In the Email Messages block, click the Email Message Name.
Step 3:   Navigate to the Attachments block.
Step 4:   Click the Add Attachment button.
Step 5:   Select Attachment Type: Web Pages, Media or Documents. The window will
                refresh and show a list of files. (Only the media files previously uploaded into the
                Library Generator will be available.)
Step 6:   Place a check box next to the file you wish to attach. Click Preview to Preview
                file.
Step 7:   Click Add Attachment.
Step 8:   In Email Message Details, click on View Email.

The attachments will show as links at the bottom of the email message.

Shared Lead Signup Forms

A Lead Signup Form collects information of a lead and drops the lead data into Prospect Generator. Shared Lead Signup Forms have been created by the marketing team and placed on various web pages. Lead Signup Forms may be connected to a Lead Category which means leads added through the form will automatically be placed into a Category - triggering the Email Messages associated to that Category. Lead Signup Forms can be embedded inside a web page, placed on a partner website with the Link Generator tool (See Web Generator), and linked through hyperlinks within an email message. Shared Lead Signup forms cannot be edited.

View Lead Signup Form Details:
Step 1:     Click on the Lead Signup Form name.
Step 2:     In the Lead Signup Form Details block you can view:
                  A) Category for New Leads
                  B) Coop for New Leads
                  Click Preview Form to Preview the entire Form.
Step 3:     In the Suvey Questions block you can view all survey questions.
Step 4:     In the Page Header Block you can click on Header, Footer and Confirmation
                  Page to view Form details.

Build a Prospect Signup Form

There are no limitations to how many Prospect Signup Forms you can create. Each form can be customized to the campaign and the audience that you are communicating to.

Build a Prospect Signup Form
Step 1:     Click on Prospect Generator, then on the Campaign sub tab.     
Step 2:     In the Prospect Signup Form block, click Add Form.
Step 3:     Name the Form.
Step 4:     Select a Category for New Prospects. Optional
                  Forms connected to a Category automate email message triggers.
Step 5:     Select a Coop for New Prospects. Optional. View Coops
Step 6:     Click Add Form.

When the window refreshes, you will see your new Prospect Signup Form listed.  The next step is to create Survey Questions, Form Header, Form Footer & a Confirmation Page.

Prospect Signup Form Details
The Signup Form Prospect Details display the Title, Form Name, Category for New Prospects, and Coop for New Prospects, and the ability to preview the form.

Title:
Title of the form displays within the application.

Form Name:
Form Name displays to the public when placed on a web page.

Category for New Prospects: 
Prospects added through this form will automatically be placed into the chosen Category.

Coop for New Prospects:
Prospects added through this form will automatically be rotated to members of the chosen Coop.

Edit Prospect Signup Form Details
Step 1:     Edit any field.
Step 2:     Click Save Changes.
Step 3:     Click Preview Form.

Send an Email Blast to a Category of Prospects

Direct Email allows you to email blast a pre-written email message to all prospects within a category at any given time. Have an announcement? New information you want to share? Send a direct email and stay in communication with your prospects.

Step 1:     Click on Prospect Generator, then on the Tools sub tab.
Step 2:     Navigate to the Direct Email block. 
Step 3:     From the Category menu, select a category.
Step 4:     From the Email Message drop down menu, select an Email Message to send. 
                  Click on View to preview the email message.
Step 5:     Click Send Message.

All prospects within the selected category will be sent the selected email message.
Note: Network email messages cannot be edited.