integrating email and social marketing

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AdvisorDeck now supports sending email newsletters! Join us as we walk through creating a newsletter step by step.We’ll go over setting up a newsletter and discuss helpful best practices tips for crafting your very own newsletter. Maximize the value of your social media marketing through email newsletters and find out how you can take advantage of this great marketing channel.

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Christine LucMarketing SpecialistJanuary 16, 2013

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We Merge

Marketing tech

Engaging content

Compliance

Expert guidance

Ease of use

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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

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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!

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• Import contacts via .CSV or VCard!• Create groups from your contacts

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For more details on how to export contacts from your email client:How to Import Contacts Into AdvisorDeck

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Name = name of email newsletter. This will not be visible to readers.

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Import blog posts or recently created content pages!

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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

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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

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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

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QUESTIONS

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Getting Started• Go to advisordeck.com and create a new account• Follow the guided setup process• Support and best practices• Questions? [email protected]