tuesday, december 4, 2012 getting started with citrix marketing concierge sheralyn felix, sr. ww...

Tuesday, December 4, 2012

Getting Started withCitrix Marketing Concierge

Sheralyn Felix, Sr. WW Online Channel Marketing Coordinator

© 2012 Citrix | Confidential – Do Not Distribute2

Introduction to

• No cost to the partner - FREE

• Citrix Marketing Concierge has been updated

• The home page has changed

• The Campaign Center functionality has been enhanced

• Send email blast directly from Marketing Concierge to your contact lists

• Create, manage, and promote live or virtual events through the Event Center

• Find the resources you need in the Marketing Library

• Purchase turn-key marketing activities with Full Service Marketing

• Get email and landing page metrics

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute

• System Requirements & Logging In

• Personalize this Site

• Campaign Center/ Upload Contact Lists• Review, download resources and execute activities

• Event Center• Create a live or virtual event

• Marketing Library

• Reporting

• Support

Introduction to - Agenda

System Requirements and Logging In


• Windows: 7, Vista or XP Service Pack 2• Intel Pentium III 450 MHz or faster processor, or equivalent 128 MB of RAM

• Mac: OS X 10.4.8 or above• Intel Core™ Duo 183 GHz or faster processor, 128 MB of RAM

• Browsers• IE 8.0 or higher, Firefox 9.0 or higher, Safari 5.0 or higher, Chrome 12.0 or higher

• Download Microsoft Silverlight 4.0 or higher• www.microsoft.com/silverlight/get-started/install/default.aspx

System Requirements for the Best Experience

http://www.microsoft.com/silverlight/get-started/install/default.aspx


Access to

1. Log in to “Partner Central”> “Marketing”

2. Choose “Marketing Programs” OR “Marketing Concierge” (related links)

* Partner Central: https://www.citrix.com/partnercentral/home.html


- Home Page

Personalize This Site


• Log in, scroll down to see your profile

• Click “Personalize this Site”

• Once there, use the tabs to the left to complete your site personalization

Personalize This Site


Personalize This Site – My Profile

Add your photo, salutation, and update your contact information.


Personalize This Site – General Information

Update your business address, add an email footer and add social networking links for your company if you have them available.

Choose your company color to further customize campaign assets to match your brand.


Personalize This Site – Logos

Upload logos in various formats.

You can load multiple logos and select a default.


Personalize This Site – Users

If there are multiple users in your partner organization, you will find them here.


Personalize This Site – More Info

Add a brief description on your company. This will be used when creating events through the tool.


Personalize This Site – Privacy Statement

A privacy statement is required to create events. You can link to your policy or copy and paste in the tool.

There are links to help you create a privacy policy if needed.


Let’s get started customizing campaigns!

Campaign Center


Welcome to the Campaign Center


Navigate to the Campaign Center to get started

Campaign Center


“Click” on build a Go-To Market Campaign

Campaign Center


• You can search by filter

• Use the filters and click “search” to locate a specific campaign.

Campaign Center – Search for Campaigns


• Hour Glass gives full description on one click

• Mark your favorite campaigns

Campaign Center – Search for Campaigns


• Review who the campaign is targeting

• Review reasons to use the campaigns

• Read the campaign description for additional information

• Mark it as a “favorite” campaign

Campaign Center – Campaign Landing Page


• Select an activity

• Customize and preview in real time

• Download or execute your activity, directly in the tool

Campaign Center – Customize Activities


• If it is an email, you can send a test email to yourself and/or others in your organization to review and/or to approve

• Once approved, choose a pre-loaded contact list

• You can send out the email immediately or schedule

• If it is a print asset, you can save, download or email

• Don’t forget that reporting is available to measure success

Campaign Center – How to Customize Activities


Campaign Center – How to Customize ActivitiesCustomize the asset and preview instantly


Campaign Center – How to Customize ActivitiesFinalize your asset


Campaign Center – How to Customize ActivitiesIf it is a print asset you can download, email or save for later


Campaign Center – How to Customize ActivitiesIf it is an email, send a test to yourself to preview and approve


Campaign Center – How to Customize ActivitiesOnce approved, choose a contact list and a time to send

Event Center


Navigate to the Event Center to get started

Event Center


Welcome to the Event Center


• Create an event using an existing Citrix Campaign

• Create a custom event

• Copy an existing event

Event Center – Create a Live or Virtual Event


Event Center – Select Target Audiences & TopicsIf using an existing Citrix campaign, the Audiences and Topics will be pre-selected but

editable.


Event Center – Date, Time and DescriptionSelect the date, time (check-in, start and end), time zone and language. Add a description

of the event for your attendees.


Event Center – Virtual Event InformationIf it is a virtual event, you will add the GoToMeeting & dial-in info


Event Center – Live Event InformationIf it is a live event, you can add the address or select a saved location


Event Center – Additional OptionsYou can select the maximum and target number of attendees, set reminders, customize

your confirmation message and more.


Event Center – Review, Save & ActivateYou can review your event and make changes. Then you can save and activate later, or

save and activate now.


• For email invites, you’ll be given a URL where users can register directly

• For print invites, you’ll be given a unique code and website to share with users to register

Event Center – Invite Attendees to Your Event

Contact Lists


When you are on an interior page, such as Campaign Center, use the secondary navigation to get to Contact

Lists

Contact Lists


• In Contact Lists you can create, add or edit contact lists to send emails to directly in the tool

• You can see lists for you or your organization

• Manage your unsubscribe list

Contact Lists - Overview


Contact Lists – Create a ListName your list. Optionally, you can create a custom salutation format that

will use the fields you designate if you use the file upload option in the proper cited format.


Contact Lists – Choose Your List FormatChoose how you’d like to add contacts to your list – there are four options.

Make sure to review the Anti-Spam policy! All contacts must be opt-in.

Contact List Formats• Type or copy emails directly into the tool• Type or copy emails and contact information directly into the tool• Import e-mail addresses from a list of event attendees• Import a list of contacts from a file on your computer


Contact Lists – Choose Your List FormatOption 1 – Type or copy email addresses directly into the tool


Contact Lists – Choose Your List FormatOption 2 – Type email addresses and contact information directly into the tool


Contact Lists – Choose Your List FormatOption 3 – Import e-mail addresses from a list of event attendees


Contact Lists – Choose Your List FormatOption 4 – Import a list of contacts from a file on your computer (must be .CSV format, the

tool does not accept excel files)

To save an excel file as a .csv, just select “Save As” and choose CSV (Comma delimited) as the format.


Contact Lists – Manage Your ListsUse the contact lists to view, edit and manage your contact lists. Note that you’ll be able to

see your contact lists – and those for your organization.


Contact Lists – Master Unsubscribe ListWhen users unsubscribe, they will be placed on this list and the tool won’t send future

correspondence to them. You must remove them from lists you keep locally.

Marketing Library


Marketing Library – Home Page


Marketing Library – Search filter

• Search by keyword or filter to find solution based materials


Marketing Library - Resources

Contact Lists


When you are on an interior page, such as Campaign Center, use the secondary

navigation to get to Campaign Report

Reporting – Campaign Report


Reports – Campaign Report DetailsSee basic campaign info and review email statistics by date such as: recipients, opens,

forwards and more. You can also review bounces and unsubscribes for more detail.


When you are on an interior page, such as Campaign Center, use the secondary

navigation to get to Landing Page Report

Reporting – Landing Page Report


Reporting – Landing Page Report DetailsReview the success of your landing pages and gather details on the individuals who have

taken the time to register.

Support


Navigate to Help from any page to get support

Support


Support - OptionsCitrix Marketing Concierge offers multiple ways for you to reach out for tool support.

Citrix Content & Site Usage Support

[email protected]

Platform SupportPhone: 866-836-3610 M-F, 8 AM - 6 PM PST


Questions?

Please email: [email protected]: 954-267-2402

Work better. Live better.

tuesday, december 4, 2012 getting started with citrix marketing concierge sheralyn felix, sr. ww...

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