integrating email and social marketing
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Christine LucMarketing SpecialistJanuary 16, 2013
We Merge
Marketing tech
Engaging content
Compliance
Expert guidance
Ease of use
Who We AreSan Francisco, California
Leadership & backing
ChristineMarketing Specialist
CameronCo-Founder
Wade Dokken• Co-Founder,
WealthVest Marketing
• Fmr. CEO American Skandia
Lincoln Collins• Co-Founder,
WealthVest Marketing
• Fmr. CEO The Hartford Europe
• Fmr. COO American Skandia
What are we covering today?
• How to import contacts and segment contacts into groups• How to set up an email newsletter• How to create a new newsletter template• Email marketing best practices and cross-promotional tips• Your questions!
• Import contacts via .CSV or VCard!• Create groups from your contacts
For more details on how to export contacts from your email client:How to Import Contacts Into AdvisorDeck
Name = name of email newsletter. This will not be visible to readers.
Import blog posts or recently created content pages!
Success tips:- Include one main call-to-action
- Do not email your readers for no reason. - Provide a specific opportunity for readers to engage with
you.- Don’t put in a lot of pictures
- If your newsletter takes too long to load, readers may just close it without reading
- Use colors that are easy to read- If you find yourself squinting to read your newsletter on a
screen, change the colors so that you are no longer squinting.- Only email people that opted into getting emails from
you- Schedule your emails at a time when people are likely
to read
Opportunities to offer readers:Stumped on picking a call-to-action?
- Examples:- Promote a seminar or other event you’re hosting- Encourage appointments for a regular financial update- Tell your readers about an upcoming TV or radio segment- Inform them of your most recent blog posts- Let them know you’ve published a useful financial
calculator or other helpful resource on your website
Integrate with other marketing:
- Leverage blog content using automatic content features
- Use in conjunction with social media updates- Encourage social followers to connect via
Facebook and contacts forms to get your timely updates
QUESTIONS
Getting Started• Go to advisordeck.com and create a new account• Follow the guided setup process• Support and best practices• Questions? support@advisordeck.com
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