Untitled Document

Campaign

NETGEN is loaded with pre-created Campaigns created by the marketing department and ready to use to help communicate to your leads. To advance your marketing abilities, you can also Build‐Your‐Own Campaigns. A Campaign can consist of several NETGEN components: Print Marketing Material [MG], Web Page(s) [WG], a [LG]Lead Category, [LG] Lead Signup Form, and [LG] Email Messages.

Here is how these components are connected to create a full circle campaign:

A Print Marketing piece is created in Marketing Generator. Let’s say it’s a Flyer promoting a specific product. On the Flyer is a destination web page URL, (Example: www.builder.mykiiera.com/promo) that a prospect can visit to learn more. Once a prospect visits that web page, they are prompted to take action, through either “purchasing” product or filling out a Lead Signup Form. After the prospect submits the Lead Signup Form, the lead data automatically drops into a “Lead Category” in your Lead Generator account. The Lead Category triggers scheduled drip Email Messages that are written to communicate a specific message, and again drive prospects to take action. This is full circle marketing. The print material drives the prospect to a web page. The web page has a Lead Signup Form that captures the leads information. The Lead Signup Form is connected to a Category. The Category triggers scheduled drip Email Messages that communicate and drive actions.

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.

Create 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 Add Category. A new window appears.
Step 2:     Name the Category.
Step 3:     Click Add Category. Your new category has been created.

Adding Email Messages to a Category
Step 1:     Click on the name of the Category you created. A new Window will appear.
Step 2:     To the right of Category Details, you will see E‐Mail Campaign.
Step 3:     Click on Add Message. The Window will refresh and you will see two fields:
                 E-mail Message and Schedule.
Step 4:     From the Email Message dropdown menu, choose the Email Message to be
                 added to this Category.
Step 5:     From the Schedule dropdown menu, choose when you want this Email
                 Message to be sent. The “days” represent the days from when a Lead 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 lead 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 lead to review
                 which increases lead response.
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 Lead 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.

Create an Email Message: There is no limit to how many email messages you can create. Depending on the subject matter, email messages can be used in multiple categories.

Create an Email Message:
Step 1:     In the Campaign Tab, in Email Messages, click "Add Email".
Step 2:     Type in the Email Message Name. The name allows you to identify this email in
                  the list.
Step 3:     Type in the Subject. The Subject line will be viewed by the recipient of the Email
                  in their inbox.
Step 4:     Click "Add Email". The Email Message now appears in the list.
Step 5:     Click on the name of the Email Message to view email message details,
                  add document attachments and create content.
Step 6:     Choose your choice of signatures from the drop down menu. ("Add, Manage
                and Communicate to Leads" - "Signature Wizard").
Step 7:     Under Email Contents, click "Edit". The email editing window will appear.
Step 8:     If you want to personalize an email you can use the [ ] brackets to pull in a leads
                  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 Content Library.
Step 9:     Click "Save Changes".

Fields that can be pulled into an email message:
Email messages can be personalized by including the leads 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 Content Library. Web Pages in Web Generator will be available to add as links.

Add an Attachment
Step 1:   Click the Campaign sub tab.
Step 2:   In the Email Messages block, click the Email Message Name.
Step 3:   Go 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 list files. (Only the media files previously uploaded into the
                Content Library 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 Lead 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.

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:     Select a Category for New Leads. Optional
                  Forms connected to a Category automate email message triggers.
Step 5:     Select a Coop for New Leads. Optional. View Lead Coops under Tools
Step 6:     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:

    1. Lead Signup Form Details
    2. Form Contexts
    3. Send Invitation Email
    4. Survey Questions
    5. Page Header, Footer, Confirmation Page, Invitation Email

Lead Signup Form Details
The lead details display the Title, Form Name, Category for New Leads, and Coop for New Leads, 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 Leads:
Leads added through this form will automatically be placed into the chosen Category.

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

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

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. The window will refresh.
Step 2:     Choose question Type:
                  Textbox: Allows a prospect to type 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.
        Header: Separates a series of survey questions.

              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.

                  When you choose Dropdown list, Radio Buttons, or Checkboxes, you can now
                  add an "option" answer to the question. Example: 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.

Step 3:     Type in Question
Step 4:     Choose "Required". Will require the prospect to fill out the field prior to clicking
                  submit.
Step 5:     Click "Save Changes"

Your question has been added to the list in Survey Questions. Click "Preview Form" in Lead Signup Form Details to view your question.

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.