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A MERE TRUFFLE
   Behind the Glasses
             July 10, 2012
About Whereoware
                       Online strategy, design,
                       development + marketing
                       The stats:
                       • 12 years in the business
                       • Work with B2B + B2C companies
                       • Philosophy: targeted, personalized, automated
                         emails
                       • Silverpop partner
                           • 2011 agency partner of the year
                           • Worked with Silverpop for 7+ years
                           • 40+ Silverpop clients
                       Twitter: @whereoware
                       About me: Caitlin Kelly, Online Marketing Manager,
                       3 years of experience with Silverpop

Twitter: @Whereoware
Website + Facebook + email integration
Website + Facebook + email integration

       “WE WANT TO DO THAT”
Where to begin?
Key steps we took:
 Planned the experience
 Set up database
 Created landing pages + web forms
 Put landing pages on website + Facebook
 Designed the emails
 Created the programs
 Tested, tested, tested!
Planned the experience
Our checklist
Key steps we took:
 Planned the experience
 Set up database
 Created landing pages + web forms
 Put landing pages on website + Facebook
 Designed the emails
 Created the programs
 Tested, tested, tested!
Set up the database
Non-keyed database:
Created a database that
does not have a sync ID

Benefits:
• Collect data on a lead
  before asking for
  identifying information
• You can still sync your
  data intake
Set up the database
Non-keyed database:
Created a database that
does not have a sync ID

Benefits:
• Collect data on a lead
  before asking for
  identifying information
• You can still sync your
  data intake
Our checklist
Key steps we took:
 Planned the experience
 Set up database
 Created landing pages + web forms
 Put landing pages on website + Facebook
 Designed the emails
 Created the programs
 Tested, tested, tested!
Web form overview

• Created all landing
  pages and forms in
  one site
• Used clickthrough
  to populate a form
• Applied CSS to
  forms to change the
  standard style
Created the ‘Favorite’ form
                  Elements:
                  • Progressive form
                  • Dynamic
                    confirmation page
                  • Linked to another
                    form
What is a progressive form?
Defined: Form which
presents visitors with a
series of questions over
time

Goals:
• To collect data from
  visitors without
  overwhelming them
• To decrease form
  abandonment
Built a progressive form
 1. Chose “Progressive” form type on
    ‘Manage Site’ tab
 2. Arranged fields in the order we
    wanted them shown
                                            1.




                                       2.
Built a progressive form
3. Chose the number of fields we wanted shown each time




                                                          3.
What is a dynamic confirmation page?
Defined: An automatically
tailored exit message
based off collected data
Options:
• Create dynamic content
  on the default
  confirmation page
• Redirect your form to
  another a new landing
  page with dynamic
  content
Dynamic content rules
Dynamic content snapshot
Dynamic content snapshot
Confirmation page redirect
• Copy the URL
  from your
  landing page +
  open your
  original form
• Select the
  ‘Submit’ button
  + update the
  action in Object
  Properties
Created the ‘Club’ form

                    Elements:
                    • Social Sign-In
                    • Contact matching
                      on ‘Email’
                    • Confirmation page
                      links to a ‘show all’
                      progressive form
Contact matched on ‘Email’
Even though we have a non-keyed database, we can still
contact match, or sync, on the field of our choice
Progressive form: show all

1. Arranged
   questions in the          1.
   appropriate
   order

2. Selected ‘All’ to
   ensure the
   complete form
   filled out          2.
Our checklist
Key steps we took:
 Planned the experience
 Set up database
 Created landing pages + web forms
 Put landing pages on website + Facebook
 Designed the emails
 Created the programs
 Tested, tested, tested!
Added our forms to the website


Form code is                 1.
provided in
Standard Web
Form Properties

We chose to
post our forms
via an iframe     2.
Added our forms to the website
Screenshot of the website’s CMS editor with the iframe
Put our forms on Facebook
Screenshot of the website’s
CMS editor with the iframe
Put our forms on Facebook
• Searched for Static HTML on Facebook and went to the
  app
• Clicked ‘Add Static HTML to Page.’ Once it was installed,
  we pasted the iframe code into the public content section.
Our checklist
Key steps we took:
 Planned the experience
 Set up database
 Created landing pages + web forms
 Put landing pages on website + Facebook
 Designed the emails
 Created the programs
 Tested, tested, tested!
Created the Welcome email
                   Dynamic content
                   criteria: [Favorite
                   Chocolate] contains
                   Dark

                    DYNAMIC RECIPE NAME



                    DYNAMIC BACKGROUND



                    DYNAMIC TWITTER TEXT
Dynamic Share-to-Twitter text
                Created a Share-to-Twitter
                URL + used the links in
                dynamic content
                twitter.com/share?text=Check out my
                new dark chocolate recipe from
                @AMereTruffle&url=http://www.amere
                truffle.com/darkchocolate.aspx
Our checklist
Key steps we took:
 Planned the experience
 Set up database
 Created landing pages + web forms
 Put landing pages on website + Facebook
 Designed the emails
 Created the programs
 Tested, tested, tested!
Created Welcome program
Defined: email
sent X number of
hours/days after
a visitor signs up
for your website/
email list

Our set-up:
Behavior trigger
campaign off
form submission
Checked + configured program
Execution Plan: one send, for quick execution
Recommend setting up follow-up campaign
Our checklist
Key steps we took:
 Planned the experience
 Set up database
 Created landing pages + web forms
 Put landing pages on website + Facebook
 Designed the emails
 Created the programs
 Tested, tested, tested!
Tested, tested, tested!
Key takeaways

Silverpop has powerful
 features
Integrate the website +
 Facebook + email
 experience
Data is key
Start off small
Test, Test, Test
Comments + questions

  MORE INFO

Slides available at:
www.slideshare.net/whereoware

 GET IN TOUCH

Caitlin Kelly
Ckelly@whereoware.com
703-889-1214
  Website: www.whereoware.com
  Twitter: @whereoware
  Facebook: www.facebook.com/whereoware
  Blog: www.whereoware.com/blog

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Silverpop User Group: "A Mere Truffle"

  • 1. A MERE TRUFFLE Behind the Glasses July 10, 2012
  • 2. About Whereoware Online strategy, design, development + marketing The stats: • 12 years in the business • Work with B2B + B2C companies • Philosophy: targeted, personalized, automated emails • Silverpop partner • 2011 agency partner of the year • Worked with Silverpop for 7+ years • 40+ Silverpop clients Twitter: @whereoware About me: Caitlin Kelly, Online Marketing Manager, 3 years of experience with Silverpop Twitter: @Whereoware
  • 3. Website + Facebook + email integration
  • 4. Website + Facebook + email integration “WE WANT TO DO THAT”
  • 5. Where to begin? Key steps we took:  Planned the experience  Set up database  Created landing pages + web forms  Put landing pages on website + Facebook  Designed the emails  Created the programs  Tested, tested, tested!
  • 7. Our checklist Key steps we took:  Planned the experience  Set up database  Created landing pages + web forms  Put landing pages on website + Facebook  Designed the emails  Created the programs  Tested, tested, tested!
  • 8. Set up the database Non-keyed database: Created a database that does not have a sync ID Benefits: • Collect data on a lead before asking for identifying information • You can still sync your data intake
  • 9. Set up the database Non-keyed database: Created a database that does not have a sync ID Benefits: • Collect data on a lead before asking for identifying information • You can still sync your data intake
  • 10. Our checklist Key steps we took:  Planned the experience  Set up database  Created landing pages + web forms  Put landing pages on website + Facebook  Designed the emails  Created the programs  Tested, tested, tested!
  • 11. Web form overview • Created all landing pages and forms in one site • Used clickthrough to populate a form • Applied CSS to forms to change the standard style
  • 12. Created the ‘Favorite’ form Elements: • Progressive form • Dynamic confirmation page • Linked to another form
  • 13. What is a progressive form? Defined: Form which presents visitors with a series of questions over time Goals: • To collect data from visitors without overwhelming them • To decrease form abandonment
  • 14. Built a progressive form 1. Chose “Progressive” form type on ‘Manage Site’ tab 2. Arranged fields in the order we wanted them shown 1. 2.
  • 15. Built a progressive form 3. Chose the number of fields we wanted shown each time 3.
  • 16. What is a dynamic confirmation page? Defined: An automatically tailored exit message based off collected data Options: • Create dynamic content on the default confirmation page • Redirect your form to another a new landing page with dynamic content
  • 20. Confirmation page redirect • Copy the URL from your landing page + open your original form • Select the ‘Submit’ button + update the action in Object Properties
  • 21. Created the ‘Club’ form Elements: • Social Sign-In • Contact matching on ‘Email’ • Confirmation page links to a ‘show all’ progressive form
  • 22. Contact matched on ‘Email’ Even though we have a non-keyed database, we can still contact match, or sync, on the field of our choice
  • 23. Progressive form: show all 1. Arranged questions in the 1. appropriate order 2. Selected ‘All’ to ensure the complete form filled out 2.
  • 24. Our checklist Key steps we took:  Planned the experience  Set up database  Created landing pages + web forms  Put landing pages on website + Facebook  Designed the emails  Created the programs  Tested, tested, tested!
  • 25. Added our forms to the website Form code is 1. provided in Standard Web Form Properties We chose to post our forms via an iframe 2.
  • 26. Added our forms to the website Screenshot of the website’s CMS editor with the iframe
  • 27. Put our forms on Facebook Screenshot of the website’s CMS editor with the iframe
  • 28. Put our forms on Facebook • Searched for Static HTML on Facebook and went to the app • Clicked ‘Add Static HTML to Page.’ Once it was installed, we pasted the iframe code into the public content section.
  • 29. Our checklist Key steps we took:  Planned the experience  Set up database  Created landing pages + web forms  Put landing pages on website + Facebook  Designed the emails  Created the programs  Tested, tested, tested!
  • 30. Created the Welcome email Dynamic content criteria: [Favorite Chocolate] contains Dark DYNAMIC RECIPE NAME DYNAMIC BACKGROUND DYNAMIC TWITTER TEXT
  • 31. Dynamic Share-to-Twitter text Created a Share-to-Twitter URL + used the links in dynamic content twitter.com/share?text=Check out my new dark chocolate recipe from @AMereTruffle&url=http://www.amere truffle.com/darkchocolate.aspx
  • 32. Our checklist Key steps we took:  Planned the experience  Set up database  Created landing pages + web forms  Put landing pages on website + Facebook  Designed the emails  Created the programs  Tested, tested, tested!
  • 33. Created Welcome program Defined: email sent X number of hours/days after a visitor signs up for your website/ email list Our set-up: Behavior trigger campaign off form submission
  • 34. Checked + configured program Execution Plan: one send, for quick execution Recommend setting up follow-up campaign
  • 35. Our checklist Key steps we took:  Planned the experience  Set up database  Created landing pages + web forms  Put landing pages on website + Facebook  Designed the emails  Created the programs  Tested, tested, tested!
  • 37. Key takeaways Silverpop has powerful features Integrate the website + Facebook + email experience Data is key Start off small Test, Test, Test
  • 38. Comments + questions MORE INFO Slides available at: www.slideshare.net/whereoware GET IN TOUCH Caitlin Kelly Ckelly@whereoware.com 703-889-1214 Website: www.whereoware.com Twitter: @whereoware Facebook: www.facebook.com/whereoware Blog: www.whereoware.com/blog