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
The process: 2. Promote form
Website
Emails
The process: 2. Promote form
Website
Emails
Social media
The process: 2. Promote form
Website
Emails
Social media
Over the phone
The process: 2. Promote form
Website
Emails
Social media
Over the phone
Over the counter
The process: 2. Promote form
Website
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