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Build Your Own Campaigns

» Lead Categories	» Email Messages
» Lead Signup forms

A full circle Build Your Own Campaign can consist of these five elements:

Print Marketing Material
Lead Categories
Email Messages
Lead Signup Forms
Web Pages

Depending on your campaign you may not need to create each of these elements. Before you start creating a campaign, you should spend some time planning your marketing efforts. The more effort you put into the planning stages, the higher the payoff in new and repeat business.

To begin planning your campaigns, you must first decide what kind of leads you want to target. The more you can organize your leads into common categories, the easier it is to manage them. Also, when you set up Categories, you can add new leads to the category and they will receive the same campaign emails that other members of the category have received.

Next, figure out what message you want to convey within each Category, and how many messages you want sent to leads within this Category. Email Messages are the “ads” or “follow‐up” information that gets sent to a lead. The great thing about Email Messages is that you add them to multiple Categories. In other words, once you create an Email Message, you can attach it to as many Categories as makes sense. They key with developing a new Category is creating a unique 1st Email Message. Normally, the first Email Message is specific to where the lead originated. For example, if you are working with a business, you can create a 1st Email Message that speaks specifically to all of the leads generated from this specific business. Each follow up Email Message can be a series of standard follow‐up messages that you can attach to multiple Categories.

» Lead Categories

Remember this key point: A Category determines which Email Messages a lead will receive and when.

Create a Category:

Step 1: Click “Add Category”. A new window appears.

Step 2: Name the Category.

Step 3: Click “Add Category”.

Your new category appears in list.

Adding Email Messages to a Category

A Category determines which Email Messages a lead will receive and the Schedule of when these Email Messages will be sent out.

Step 1: Click on the name of the Category you just created. A new Window will appear.

Step 2: To the right of Category Details, you will see “E‐Mail Campaign”. This is where you will attach pre‐created Email Messages toyour Category.

Step 3: Click on “Add Message”. The Window will refresh and you will see two fields:

E-mail Message

Schedule

Step 4: From the Dropdown Menu, choose the Email Message that you want to be added to this Category.

Step 5: Now, from the Dropdown Menu of Schedule, choose when you want this Email Message to be sent out. The “days” represent the days from when a Lead was added to this Category. For Example: Automatically will be displayed as “0”. 3 Days will be displayed as “3”. As a rule, send out Email Messages every 3 days for the first 15 days. This gives enough information for a lead to review and make a decision to “move to the next step” of the sales process.

Step 6: Click “Save Changes”.

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

» Email Messages

With NetGen, you can customize email messages to communicate to your leads. When you create a new email, you will be creating these parts:

Email Message Name
Subject of the Email Message
Content of the Email Message
Context of the Email Message (Admin controls Contexts)

Create an Email Message:

Step 1: Under the Campaign Tab, on the upper right hand side is "Email Messages". Click "Add Email".

Step 2: Type in the Email Message Name (Only viewed by Users of your account.)

Step 3: Type in the Subject. (The Subject line will be seen the recipient of the Email in their inbox.)

Step 4: Click "Add Email". A new Email message now appears.

Step 5: Double click on the name of the Email that you wish to edit.

Step 6: Under Email Contents, click "Edit". A new window appears. You will now be brought into an editing tool.

Step 7: Type in the content of the email. If you want to personalize an email you can use the [] brackets to pull in lead fields. (Example: Hello [First Name],.......When the email is sent, it will read "Hello John,")

Step 8: Click "Save Changes".

Fields that can be pulled into an email message

You can personalize an email message by including the leads First & Last Name. The fields that you can add into the content of the e‐mail message are: First Name, Last Name, & Email. Use brackets to wrap the words when you write the content: [First Name], [Last Name], [Email].

Email Message Contexts

Contexts are used to create an email message in multiple languages. If you are creating this email message to be multi-lingual, you will need to create the content of your email message in each language. (Language Choices available to you from your Admin will be viewed once you click "Add Context". This means you will need to create the subject line and content in the desired language. Once created, the email message will be available to the recipient in these multiple languages.

Add a Document to Your Email Message

If you would like a document attached to this e‐mail, like a recent article relating to your email message, you can upload the document in Content Library. This document will now be available to use as an attachment in an email message. A document will need to be created and uploaded in each language you desire.

Step 1: Click on "Add Attachment". From the dropdown menu, choose the document that you want to attach with this e-mail message. A new window appears.

Step 2: Use the dropdown menu and choose the document you want to attach to this email.

Step 3: Click "Add Attachment".

Your document will now be sent along with the email. To view the attachment, click "View".

» Lead Signup Form

A Lead Signup Form collects the data of a lead. Lead Signup Forms can be personalized to collect the data you wish to receive from a lead. Lead Signup Forms can also be connected to a Category. When connected to a Category, all leads that are added through this form will automatically receive the Email Messages associated to that Category. Lead Signup Forms can also be published inside a Web Page or put on a partner website with the Link Generator tool. (Link Generator is located inside Web Generator). A form has four parts:

Header: Above the Survey Questions

Survey Questions: Middle of the form

Footer: Below the Survey Questions

Confirmation Page: Displayed after a prospect clicks "Submit".

Create a Lead Signup Form

Step 1: Click on the Campaign tab

Step 2: In the Lead Signup Form block, click on "Add Form".

Step 3: Name the Form

Step 4: Click "Add Form".

When the window refreshes, you will see your new Lead Signup Form listed. The next step is to create the details of the form. To do this, click on the "name" of the Lead Signup Form.

A new window appears. This is where you create your form. This window has multiple blocks:

Lead Signup Form Details
Form Contexts
Send Invitation Email
Survey Questions
Page Header, Footer, Confirmation Page, Invitation Email

Lead Signup Form Details

Choose the Category that you want leads from this form to go into. Once you have chosen the Category from the dropdown list, click “Save Changes”. Click “Preview Form” to view the live form.

Lead Signup Form Contexts

Contexts are used to create a Lead Signup Form in multiple languages. If you are creating this form to be published (placed or linked on a web page) and to be multi-lingual, you will need to create the content of your form in each language: Survey Questions, Header, Footer and Confirmation Page. Language Choices available to you from you Admin will be viewed once you click "Add Context". Once created, the Lead Signup Form will be available to the recipient in these multiple languages.

Send Invitation Email

By creating an Invitation Email, you can send an Email Message to an individual or group of. Within the Email Invitation is a link that links directly to the Lead Signup Form, allowing you to collect information from the readers of the Email. All leads collected from the Lead Signup Form will go directly into your NetGen account. Invitation Email is created in the Page Header section by clicking on “Invitation Email”, then editing.

Note: Prior to Sending an Invitation Email, all parts of the Lead Signup Form need to be created: Survey Questions, Page Header, Footer, Confirmation Page, Invitation Email.

Step 1: Add an Email Account. Multiple Email accounts need to be separated by a comma.

Step 2: Create a Subject Line. Subject line will display in the recipient's inbox.

Step 3: Click "Send Invitation".

Survey Questions

Each form is automatically populated with First Name, Last Name & Email Address. Survey Questions allow you to collect data from the prospect that will be useful for future follow‐up. There is no limit to the number of questions you can have on a form, however keep in mind that a published form will be viewed by your lead exactly how you build it.

Add a Question

Step 1: Click the "Add Question" button.

Step 2: A new question appears called "What do you want to ask" appears. Click the "Edit" button to the left.

Step 3: Edit Survey Question appears. In the "Question" field, type in the question you want to ask.

Step 4: Now Choose Field Type. Click the arrow to the right of the field. You have four choices to choose from for your survey answers:

You can choose whether or not a field is required. Check the “required” box if you want this field required. Required means they will not be able to submit the form without answering that field.

Textbox: Allows up to 50 characters for a free from answer.

Dropdown List: Prospect can choose (1) of the dropdown choices.

Radio Buttons: Prospect can choose (1) of the radio buttons.

Checkboxes: Prospect can check multiple checkboxes.

Step 5: Choose the Survey Answer that best fits your question. For example, if it's a question that requires a "Yes", or "No", choose Dropdown, Radio Buttons, or Checkboxes. If it is a survey answer that requires free form text, choose Text.

Step 6: When you choose Dropdown list, Radio Buttons, or Checkboxes, you can now add an "option" answer to the question. Type in "Yes" and then click the "plus" symbol. Type in "No", and then click the "plus" symbol again. You will now see your answer options in the "Options" section above.

Step 7: Click "Save Changes"

You will now see your new question on the form.

Page Header, Footer or Confirmation Email

When editing a form, “Page Header” will automatically show. You can switch to Footer or Confirmation by clicking on the buttons.

Edit a Header, Footer, or Confirmation Page

Step 1: Click the "Edit" button. A new window automatically opens.

Step 2: Customize your signup form header with text, and images from your Content Library. On the right you will see available images to drag and drop. You can choose the font, color, font size with the buttons on the editing tool.

Step 3: Click "Save Changes". You can preview this by clicking on "Preview Form" in the Lead Signup Form Details block.

To Edit the Footer and Confirmation Page, follow the steps above.