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ACT! &
       Sage e-Marketing
       A Cost-Effective Way to Reach Your Customers and Prospects




Philip Sowerby
April 26th 2012
Agenda



1.   Why use e Marketing
2.   Sage e Marketing
3.   Designing Email template
4.   Targeting your results
5. Practical use
6. ACT!
7. Glossary




                       2
1. Why use e marketing




• 7,000,000,000
• 2,300,000,000
• 50,000,000




           3
.




                 2. Sage e Marketing

    Email
    Powerful and user-friendly so you can reach your contacts.



    Surveys and Web Forms


    Simple and fresh surveys feed right into your List Manager.



    Social Sharing


    Share your message socially and promote sharing among your recipients.



    Contact Qualification


    Your follow up is prioritized with the Call List.



    Campaign Creator


    Manage your communications easily with Drip Marketing.



    Lead Builder


    Vast database with various filter options to target your ideal prospective clients


                                                        4
3. Designing Your Template



•   Theme
•   Subject Line
•   Illustrations
•   Text




            5
4. Target Your Results




          6
4. Target Your Results




          7
5. Practical Use


Practical Use
Scenario 1: A small business owner who has never used email marketing before.
Suppose this small business is a bakery that never spends time on the Internet. The main focus of the
small shop is dedicated employees and customers. Fortunately, email marketing does not take a large time
commitment. For example, the bakery could send out news about special offers and upcoming events in a
monthly newsletter to their loyal customers who choose to stay up to date with what the bakery has to offer.
Scenario 2: A business launching a new product.
Company X wants to get the word out and is proud of its newest offer, but doesn’t know how to
spread the word. They could first send out an email to all of their customers and monitor the results.
If certain customers are more interested than others, Company X will know exactly who the hot leads
are by generating a Call List. If customers are not interested at all, a second email can be sent to those
contacts, hoping to catch their attention. Or, you can reach them by another method, like a postcard.
Scenario 3: Driving people to an upcoming event.
Do you want to get a numerical estimate of attendees before an event takes place? Send out an email
allowing guests to RSVP online. Once a guest RSVPs, enter them into an event reminder campaign. If
they never RSVP, enter them into a “sorry we missed you” campaign. All of this can be automated with
Sage E-marketing Drip Marketing. Set the campaigns up initially, then sit back and enjoy the show.
Scenario 4: New to Social Media?
How are you ever going to gain followers? Send out an email to your customer base announcing that
you are now taking your presence in the social media world seriously. By doing this, you will gain loyal
followers who actually respond when you ask a question. Social media is perhaps the most effective
contemporary marketing tool.




                                                       8
6. ACT!




  9
6. Glossary
Commonly Used Email Marketing Terms
Above-the-fold
Above-the-fold items show up on the screen when an email is opened—a recipient does not need to
scroll down to view them. It is beneficial to put your most important information (links, product or event
details, etc.) above-the-fold because that information is more likely to be viewed. If you can catch the
reader attention here, they will be more likely to scroll down, read on, and take action.
Blacklist
A blacklist acts as a filter to block email from a particular server. If a recipient of one of your email
campaigns
reports the message as spam, the recipient company’s Internet Service Provider (ISP) may block any future
correspondence from your entire domain. This can be very costly, as it impacts not only marketing, but also
sales, accounting, and customer service—every department of your business attempting to contact your
customers. If the email recipient was an existing customer, his or her company may not receive important
information about meetings, billing, and so on.
Call List
The Call List is a valuable tool that converts your email campaign reporting into essential information for
your sales team. The Call List ranks contacts in order from “Hot” to “Mild” based on their interaction with
your email. For instance, someone who shows the most interest in your email campaign by opening it and
clicking on links is considered one of your most valuable contacts and is grouped into your “Hot leads”
category. Someone who opens your email but does not actually click on a link is grouped among your
“Warm” or “Mild” leads. A person who does not open your email or click on a link within it is not included
in your leads, as they are considered to be less interested.
Click Rate
Click rates signify the amount of people who click on at least one link in your email. A “unique click”
represents the first time someone clicks on a link, whereas “total clicks” represents the total number of
times a person clicked on a link in your email. On a Sage E-marketing Call List, recipients who click on
at least one link will most likely be rated as “Hot” leads.




                                                10
6. Glossary

Email Service Provider
An Email Service Provider (ESP) is an organization that provides a web-based email tool. Sage E-marketing
is an example of an ESP.
Hard Bounce
A hard bounce is an email that bounces instantaneously at the recipient’s server level. For example, an email
will hard bounce if the server finds that an inbox is invalid. At this point, Sage E-marketing is still connected to
the recipient’s server, and when the email bounces, Sage E-marketing collects it and reports it to the sender
as a bounce. Essentially, a hard bounce occurs because the recipient’s server never really accepts it.
HTML Email
Using HTML format when sending your email campaigns allows you to include more features than a plain
text email. HTML allows the sender to format their email with images, headers, links, and more. Sage
E-marketing offers an online template editor where you can create your email templates in HTML. We also
have a template library where you can find outlines and ideas for your next template. You can also import
your own HTML templates designed in HTML editors like Dreamweaver, Frontpage, or True HTML.
Marketing Automation
Marketing Automation is the use of software to automate your marketing processes. It allows you to
focus on other details during your business day because it removes the tasks you would have had to
perform manually and adds new processes that would not have been possible. You can construct an
entire marketing campaign that includes email marketing campaigns, call lists, direct mail, and more.
Also, if someone signs up for a certain offer in one email campaign, you can establish filters so they
are transferred to a second campaign to better target your audience. With every signup, contacts are
automatically entered into the second campaign.




                                                       11
6. Glossary

Open Rate
An open rate signifies the amount of people who open your email campaign. It is a great way to track
the interest of your contacts and to compare and contrast what marketing methods work brings the
best results over time. Open rates also help group your contacts into Call List categories to ensure
you are contacting the most interested recipients. Sage E-marketing tracks opens through embedded
image tracking. When the recipient opens the message, the image is accessed and an open is counted.
Opt-out
An option for the recipient to opt out—in other words, to be removed from your email list—must be
included on all email campaigns. Opt out allows your contacts to stop receiving emails from you, and
is required by the federal 2003 CAN-SPAM Act. Sage E-marketing automatically adds an opt-out
option in the footer of your emails, and makes the opt-out process very simple. The ability to opt out
is considered best email marketing best practice, is necessary for CAN-SPAM compliance, and is
an integral part of Sage E-marketing user policies. The Sage E-marketing footer also includes your
company’s address, and information on contacting Sage E-marketing as the third-party provider.
Soft Bounce
A soft bounce is an email message that gets to the recipient’s mail server but is sent back before it
ever reaches the recipient. One of the main causes of a soft bounce is a full inbox on the recipient’s
end, or an inbox no longer existing
Spam
In most cases, spam is unsolicited and undesirable email. Spam is almost always email that is sent
without the recipient’s permission. If someone perceives you as spam, you can get blacklisted by them.




                                                         12
Effort versus Effectiveness




                  13

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Unleashing the power of act act & sage e marketing

  • 1. ACT! & Sage e-Marketing A Cost-Effective Way to Reach Your Customers and Prospects Philip Sowerby April 26th 2012
  • 2. Agenda 1. Why use e Marketing 2. Sage e Marketing 3. Designing Email template 4. Targeting your results 5. Practical use 6. ACT! 7. Glossary 2
  • 3. 1. Why use e marketing • 7,000,000,000 • 2,300,000,000 • 50,000,000 3
  • 4. . 2. Sage e Marketing Email Powerful and user-friendly so you can reach your contacts. Surveys and Web Forms Simple and fresh surveys feed right into your List Manager. Social Sharing Share your message socially and promote sharing among your recipients. Contact Qualification Your follow up is prioritized with the Call List. Campaign Creator Manage your communications easily with Drip Marketing. Lead Builder Vast database with various filter options to target your ideal prospective clients 4
  • 5. 3. Designing Your Template • Theme • Subject Line • Illustrations • Text 5
  • 6. 4. Target Your Results 6
  • 7. 4. Target Your Results 7
  • 8. 5. Practical Use Practical Use Scenario 1: A small business owner who has never used email marketing before. Suppose this small business is a bakery that never spends time on the Internet. The main focus of the small shop is dedicated employees and customers. Fortunately, email marketing does not take a large time commitment. For example, the bakery could send out news about special offers and upcoming events in a monthly newsletter to their loyal customers who choose to stay up to date with what the bakery has to offer. Scenario 2: A business launching a new product. Company X wants to get the word out and is proud of its newest offer, but doesn’t know how to spread the word. They could first send out an email to all of their customers and monitor the results. If certain customers are more interested than others, Company X will know exactly who the hot leads are by generating a Call List. If customers are not interested at all, a second email can be sent to those contacts, hoping to catch their attention. Or, you can reach them by another method, like a postcard. Scenario 3: Driving people to an upcoming event. Do you want to get a numerical estimate of attendees before an event takes place? Send out an email allowing guests to RSVP online. Once a guest RSVPs, enter them into an event reminder campaign. If they never RSVP, enter them into a “sorry we missed you” campaign. All of this can be automated with Sage E-marketing Drip Marketing. Set the campaigns up initially, then sit back and enjoy the show. Scenario 4: New to Social Media? How are you ever going to gain followers? Send out an email to your customer base announcing that you are now taking your presence in the social media world seriously. By doing this, you will gain loyal followers who actually respond when you ask a question. Social media is perhaps the most effective contemporary marketing tool. 8
  • 10. 6. Glossary Commonly Used Email Marketing Terms Above-the-fold Above-the-fold items show up on the screen when an email is opened—a recipient does not need to scroll down to view them. It is beneficial to put your most important information (links, product or event details, etc.) above-the-fold because that information is more likely to be viewed. If you can catch the reader attention here, they will be more likely to scroll down, read on, and take action. Blacklist A blacklist acts as a filter to block email from a particular server. If a recipient of one of your email campaigns reports the message as spam, the recipient company’s Internet Service Provider (ISP) may block any future correspondence from your entire domain. This can be very costly, as it impacts not only marketing, but also sales, accounting, and customer service—every department of your business attempting to contact your customers. If the email recipient was an existing customer, his or her company may not receive important information about meetings, billing, and so on. Call List The Call List is a valuable tool that converts your email campaign reporting into essential information for your sales team. The Call List ranks contacts in order from “Hot” to “Mild” based on their interaction with your email. For instance, someone who shows the most interest in your email campaign by opening it and clicking on links is considered one of your most valuable contacts and is grouped into your “Hot leads” category. Someone who opens your email but does not actually click on a link is grouped among your “Warm” or “Mild” leads. A person who does not open your email or click on a link within it is not included in your leads, as they are considered to be less interested. Click Rate Click rates signify the amount of people who click on at least one link in your email. A “unique click” represents the first time someone clicks on a link, whereas “total clicks” represents the total number of times a person clicked on a link in your email. On a Sage E-marketing Call List, recipients who click on at least one link will most likely be rated as “Hot” leads. 10
  • 11. 6. Glossary Email Service Provider An Email Service Provider (ESP) is an organization that provides a web-based email tool. Sage E-marketing is an example of an ESP. Hard Bounce A hard bounce is an email that bounces instantaneously at the recipient’s server level. For example, an email will hard bounce if the server finds that an inbox is invalid. At this point, Sage E-marketing is still connected to the recipient’s server, and when the email bounces, Sage E-marketing collects it and reports it to the sender as a bounce. Essentially, a hard bounce occurs because the recipient’s server never really accepts it. HTML Email Using HTML format when sending your email campaigns allows you to include more features than a plain text email. HTML allows the sender to format their email with images, headers, links, and more. Sage E-marketing offers an online template editor where you can create your email templates in HTML. We also have a template library where you can find outlines and ideas for your next template. You can also import your own HTML templates designed in HTML editors like Dreamweaver, Frontpage, or True HTML. Marketing Automation Marketing Automation is the use of software to automate your marketing processes. It allows you to focus on other details during your business day because it removes the tasks you would have had to perform manually and adds new processes that would not have been possible. You can construct an entire marketing campaign that includes email marketing campaigns, call lists, direct mail, and more. Also, if someone signs up for a certain offer in one email campaign, you can establish filters so they are transferred to a second campaign to better target your audience. With every signup, contacts are automatically entered into the second campaign. 11
  • 12. 6. Glossary Open Rate An open rate signifies the amount of people who open your email campaign. It is a great way to track the interest of your contacts and to compare and contrast what marketing methods work brings the best results over time. Open rates also help group your contacts into Call List categories to ensure you are contacting the most interested recipients. Sage E-marketing tracks opens through embedded image tracking. When the recipient opens the message, the image is accessed and an open is counted. Opt-out An option for the recipient to opt out—in other words, to be removed from your email list—must be included on all email campaigns. Opt out allows your contacts to stop receiving emails from you, and is required by the federal 2003 CAN-SPAM Act. Sage E-marketing automatically adds an opt-out option in the footer of your emails, and makes the opt-out process very simple. The ability to opt out is considered best email marketing best practice, is necessary for CAN-SPAM compliance, and is an integral part of Sage E-marketing user policies. The Sage E-marketing footer also includes your company’s address, and information on contacting Sage E-marketing as the third-party provider. Soft Bounce A soft bounce is an email message that gets to the recipient’s mail server but is sent back before it ever reaches the recipient. One of the main causes of a soft bounce is a full inbox on the recipient’s end, or an inbox no longer existing Spam In most cases, spam is unsolicited and undesirable email. Spam is almost always email that is sent without the recipient’s permission. If someone perceives you as spam, you can get blacklisted by them. 12