get more customers with forms & autoresponders€¦ · edit the design / content of the form on...

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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

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Page 1: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

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

Page 2: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

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

Page 3: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The power of web forms

193%

Page 4: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process

Page 5: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process

1. List to store contacts

2. Sign up form

3. Double Opt-In

4. Welcome email

PROMOTE!

Page 6: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The processCAPTURE/ GROW ENGAGE CONVERT

Page 7: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 1. List set up

Page 8: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The data needs to go somewhere:

Use existing contact list OR Create new empty list

The process: 1. List set up

Page 9: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 2. Create sign up form

Page 10: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 2. Create Sign up form

Collect minimal information

Page 11: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 2. Create Sign up form

Collect minimal information

Tell them what to expect

Page 12: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 2. Create Sign up form

Collect minimal information

Tell them what to expect

Thank you page

Page 13: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:
Page 14: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:
Page 15: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 2. Create Sign up form

Collect minimal information

Tell them what to expect

Thank you page

Page 16: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 2. Create Sign up form

Collect minimal information

Tell them what to expect

Thank you page

Privacy policy

Page 17: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 2. Create Sign up form

Collect minimal information

Tell them what to expect

Thank you page

Privacy policy

Testimonials

Page 18: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 2. Promote form!

Page 19: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 2. Promote form

Website

Page 20: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 2. Promote form

Website

Facebook

Page 21: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 2. Promote form

Website

Facebook

Emails

Page 22: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 2. Promote form

Website

Facebook

Emails

Social media

Page 23: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 2. Promote form

Website

Facebook

Emails

Social media

Over the phone

Page 24: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 2. Promote form

Website

Facebook

Emails

Social media

Over the phone

Over the counter

Page 25: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 2. Promote form

Website

Facebook

Emails

Social media

Over the phone

Competitions

Page 26: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 3. Double opt-in

Page 27: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

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

To reduce bounces

To avoid blacklisting

Improve campaign performance

To get quality subscribers

Page 28: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 3. Double opt-in

No distractions

One clear call to action (confirm)

Set expectations

Give reason to confirm

(offer/incentive)

Page 29: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process: 4. Welcome Email

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The process: 4. Welcome Email

Build rapport

Set expectations

Update profile

Follow us on social

Getting started / resources

Free stuff

Page 31: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The process

1. List to store contacts

2. Sign up form

3. Double Opt-In

4. Welcome email

PROMOTE!

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Re-use the process!

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Re-use the process: EVENT REGISTRATIONS

1. List to store RSVPs

2. RSVP form

3. Booking confirmation

4. Reminder email

PROMOTE!

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Re-use the process: INFORMATION REQUEST

1. List to store requests

2. Request form

3. Email with information

4. Follow up

PROMOTE!

Page 35: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

Re-use the process: SURVEYS

1. List to store survey responses

2. Survey form

3. Thank you email

4. Follow up email

PROMOTE!

Page 36: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

Re-use the process: COMPETITIONS

1. List to collect entries

2. Competition form

3. ‘You’re in the draw’ email

4. ‘Winner’ email

PROMOTE!

Page 37: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

The processCAPTURE/ GROW ENGAGE CONVERT

Page 38: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

Demo

Page 39: Get More Customers with Forms & Autoresponders€¦ · Edit the design / content of the form on the left side web form ... Create your Autoresponder rules to suit. ... Email Design:

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

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Questions?

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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

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