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Get More Customers with Forms & Autoresponders

Welcome to today’s online training session!

You are currently in LISTEN ONLY MODE and will not hear anything until we begin.

Ask me anything you like in the chat box in your GoToTraining control panel.

Melina Kellam

Community & Training Manager, Vision6

Get More Customers with Forms & Autoresponders

1) An easy process

2) Ways to reuse the process

3) How to set it up

4) Your questions

The power of web forms

193%

The process

The process

1. List to store contacts

2. Sign up form

3. Double Opt-In

4. Welcome email

PROMOTE!

The processCAPTURE/ GROW ENGAGE CONVERT

The process: 1. List set up

The data needs to go somewhere:

Use existing contact list OR Create new empty list

The process: 1. List set up

The process: 2. Create sign up form

The process: 2. Create Sign up form

Collect minimal information

The process: 2. Create Sign up form

Collect minimal information

Tell them what to expect

The process: 2. Create Sign up form

Collect minimal information

Tell them what to expect

Thank you page

The process: 2. Create Sign up form

Collect minimal information

Tell them what to expect

Thank you page

The process: 2. Create Sign up form

Collect minimal information

Tell them what to expect

Thank you page

Privacy policy

The process: 2. Create Sign up form

Collect minimal information

Tell them what to expect

Thank you page

Privacy policy

Testimonials

The process: 2. Promote form!

The process: 2. Promote form

Website

The process: 2. Promote form

Website

Facebook

The process: 2. Promote form

Website

Facebook

Emails

The process: 2. Promote form

Website

Facebook

Emails

Social media

The process: 2. Promote form

Website

Facebook

Emails

Social media

Over the phone

The process: 2. Promote form

Website

Facebook

Emails

Social media

Over the phone

Over the counter

The process: 2. Promote form

Website

Facebook

Emails

Social media

Over the phone

Competitions

The process: 3. Double opt-in

The process: 3. Double opt-in‘Confirm your subscription’ Email

To reduce bounces

To avoid blacklisting

Improve campaign performance

To get quality subscribers

The process: 3. Double opt-in

No distractions

One clear call to action (confirm)

Set expectations

Give reason to confirm

(offer/incentive)

The process: 4. Welcome Email

The process: 4. Welcome Email

Build rapport

Set expectations

Update profile

Follow us on social

Getting started / resources

Free stuff

The process

1. List to store contacts

2. Sign up form

3. Double Opt-In

4. Welcome email

PROMOTE!

Re-use the process!

Re-use the process: EVENT REGISTRATIONS

1. List to store RSVPs

2. RSVP form

3. Booking confirmation

4. Reminder email

PROMOTE!

Re-use the process: INFORMATION REQUEST

1. List to store requests

2. Request form

3. Email with information

4. Follow up

PROMOTE!

Re-use the process: SURVEYS

1. List to store survey responses

2. Survey form

3. Thank you email

4. Follow up email

PROMOTE!

Re-use the process: COMPETITIONS

1. List to collect entries

2. Competition form

3. ‘You’re in the draw’ email

4. ‘Winner’ email

PROMOTE!

The processCAPTURE/ GROW ENGAGE CONVERT

Demo

1. Go to ‘Lists’ and either create a new empty list to collect subscribers into, or you might already have an

existing list to use.

2. Select ‘Edit’ next to the List you want to collect subscribers into.

3. Design your web form. Create fields for your form on the right side of the screen. Edit the design /

content of the form on the left side web form editor.

4. Edit the Thank you page. Click the Thank you page tab in the web form editor to customise.

5. Promote web form. Use links at the top of the screen ‘Add to website’ ( to get code, URL and short link

for form), ‘Add to Facebook’ ( to add to your business facebook page)

6. Create Double Opt In Email in ‘Messages’ with Confirm Subscription Link (Create Link > Web forms >

Confirm Subscription)

7. Create Welcome Email in ‘Messages’

8. Go to Automation to set up Autoresponders. Create your Autoresponder rules to suit.

Steps for automated sign up process

Questions?

Free online trainingSessions

Getting Started (30mins)

Features & Capabilities Overview (30mins)

Email Design: Create Emails that Convert (45mins)

Database Management (45mins)

Get More Customers with Forms & Autoresponders (30mins)

How to Automate Your Event Marketing (30mins)

SMS: Marketing at Light Speed (30mins)

Integrations: Connect your online tools with Vision6 (30mins)

Register: www.vision6.com.au/resources/training