what's new in ilinkone version 8 (june 2012)

What’s New in ilinkONE Version 8interlinkONE 2012

Business Development ProgramWebinar:June 20th, 2012

What’s New in ilinkONE Version 8

Housekeeping Notes

• Recording Will Be Sent Via Email

• Submit Any Questions or Problems

• P.S. Thank you for joining us!

Today’s Discussion

Today’s Webinar

• Only so much to fit into one hour!

• Today is Primarily Focused on Marketing and CRM items

• Orders and Warehouse Webinar: Coming Next!

Product Enhancements

Contact Management: Lists

• In the past, contact “Lists” were only accessible to the user that created them.

• The workaround was to view the List results and save it as “Shared Query”.

Contact Management: Sharing New Lists

• Users can now choose to share lists with others

Contact Management: Sharing New Lists: Options

• Shared lists can be assigned directly to specific clients and set as viewable for certain Permission levels.

Contact Management: Sharing Existing Lists

• Step 1: Click the Edit button, select the List

• Step 2: Check the “Share with Everyone” box

Lists That You Could Start Sharing Today

• Holiday Party Invitations• Customer Lists• Employee Lists• PR/Industry Outreach• Newsletter Subscribers• Trade Show Registrants• And more

Variable Subject Lines: Email Blasts

• In the past, customers could use variables/keywords to customize Subject Lines for Emails that were controlled through “Email Administration”.

• This is now possible to do for emails that are sent out through the “Email Blasts” function in Contact Management.

Variable Subject Lines: Email Blasts

Variable Subject Lines: Email Blasts – In Action

Ideas for Personalizing Variable Subject Lines

• Basic Contact Information: First Name, Company

• Location Information: City, State

• Previous Purchasing History (based on User-Defined Contact Fields)

Tracking Opens for Your Email Blasts

• In the past, customers had to place the keyword “{{EmailTemplateTracking}}” inside of their HTML templates in order to track if emails were “opened”.

Tracking Opens for Your Emails: Enhancement

• You no longer need to manually include the “{{EmailTemplateTracking}}” keyword.

• It is now automatically inserted when the Email is sent.• Reporting remains the same!

Email Bounces: Collecting and Managing

• Our software can process, parse, and report on Emails that have bounced for specific reasons.

• In the past, customers needed to:– Include a special “FROM” address (such as

Bounce_CustomerName@interlinkONE.com)

– Or, ask us to manually process them

Email Bounces: Collecting and Managing:

• This process is now automatically handled!

• You can use whatever address you’d like in the FROM

• Our system will automatically capture and process the Bounces for you.

Email Bounce Reporting

Coming Soon…

• Bounced Emails will appear automatically on:

– Email Blast History Report– Contact Record

Custom Opt Out Links and Tracking

• We do provide the auto-insert option – however, there is limited control over placement, formatting, and wording.

• The other option is to include a custom Opt-Out link inside of your HTML template, and then un-check the box above when sending the email.

Custom Opt Out Links: Coding

• Include whatever text you’d like around the link!

• The link must point to a variation of this:

– http://www.webfulfillment.com/ilinkONE/subscribe.asp?E=T&EBID={{EmailBlastID}}&UN=1

Custom Opt Out Links Benefits!

Email Blast Report: Results Page

Custom, Formatted Message

Mobile-Optimized Landing Page/Survey

• HTML Code for Producing Mobile-Optimized Landing Pages, Surveys, Registration Forms, and More

• Contact us for more information!

• HTML will be made available in the MRC too

Contact Search: Zip Code/Radius

• On the Contact Search filter page, you can choose to return contacts that fall within X amount of miles from a Zip Code.

Automated Marketing Events

• This feature allows customers to schedule emails to be sent automatically based on certain data points associated to contacts.

Examples/Applications #1

Happy Anniversary / Birthday Notices

An email could be sent each day to any contact’s who happen to have a birthday or anniversary on that day.

Welcome New Members / Customers:

An email could be sent each day/week/month to any new records that are flagged as “new customers”.

Acknowledge Repeat Customers

An email could be sent that includes a custom coupon/discount code value based on someone’s past history or membership level.

Membership Levels / Loyalty Programs

An email could be sent each day to anyone that has reached a new Membership Level status.

This could be used by:– Casino, Hotels, Airlines,

Restaurant, Etc.

NEXT…

• To demonstrate how this feature could be utilized in real-life, we will walk through the specifics of a Loyalty Program.

Real-Life Application

• Company has 4 levels for their customers: None, Bronze, Silver, Gold.

• When a customer reaches a new level, the company may want to send them specific email blasts.

• ilinkONE Version 8 can help to automate that process for them!

How this would work: Overview

• UDCFs would be created for the Membership Levels

• Unique Email Templates would be created for each Event (i.e. Contact went up to a new level)

• You would use the Triggered Events feature to set up when each Email Template should be sent out, and what UDCF field should trigger it.

How this would work: Data

• A new User-Defined Contact Field would be created titled “Customer Level”. Options for each of their levels would be added too.

• The client would supply data on a regular basis, listing their customers and the current level.

• That data would be imported into our system.

How this could work: Emails

• Before any data is imported, you would build a unique email template for each level.

• For example:– Template 1: Welcome to the Bronze club– Template 2: Welcome to the Silver club– Template 3: Welcome to the Gold club

How this would work: Scheduling

• You would then use the Triggered Events functionality to automate which email templates should be sent for each UDCF option for the “Customer Level” field.

• You would specify that the “Welcome to Bronze” template is sent whenever a customer goes from “None” to “Bronze”, and that the “Welcome to Silver” template is sent whenever a customer goes from “Bronze” to “Silver”, etc.

How this would work: Automatically

• Once the Triggered Event is set up, then it’s pretty much a hands-off operation.

• Our script would run each night to analyze the latest data that’s been imported.

• If it finds a condition has been met for a record, it will send the appropriate email automatically for you.

How It Will Work: Step 1

• Go to the “Triggered Events” functionality within the ilinkONE Version 8 software.

• Click the “Add New Triggered Event” button

How It Will Work: Step 2

• Via this Administration screen, enter the appropriate details describing what this Triggered Event will do.

How It Will Work: Conditions

• Next, you’ll set up your Conditions. Check out the screenshot above to see examples of that.

How It Will Work: Actions

• Next, you’ll set up your actions. You would choose and enter the details for which Email should be sent based on each of the Conditions that you created.

And that’s it!

• From that point on, the ilinkONE Version 8 system will be able to handle the automation of sending the emails.

• The Triggered Emails script will run every day, checking to see if any of the Conditions you’ve created have been set. If so, it will execute the Actions.

Things to Know!

Next Webinar on Product Enhancements

• Focused on Online Ordering, Warehouse Management, Client Setup and Rules.

• Including:– Phantom Parts– Print Specs– Scheduled Reporting – And more

• Stay tuned to your inbox for an invitation!

Marketing Resource Center

• Recordings, How-to Guides, and More!– http://www.webfulfillment.com/MRC

Updated Manual: MRC and Left-Navigation Menu

MFSA Annual Conference

• Visit the interlinkONE and Grow Socially booths!

• John Foley: “Making Money with Mobile”• Karen DeWolfe: “Saving Time & Money in Warehouse Ops”• Dena Woerner: “Standing Out in a Sea of the Same”

Need Help with Your Marketing Efforts?

• Consulting and Development of Marketing Strategies and Plans

• Online Marketing Audits• Social Media Management

and Monitoring• Website Design and

Development

• http://GrowSocially.com

Mobile Solutions

http://iFlyMobi.com http://QReateAndTrack.com

!THANK YOU!

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