Business Partner Orientation
                Getting started with the Constant Contact
                Business Partner Pr...
Business Partner Program




                                             Welcome!
                                       ...
Webinar Agenda



                        ■ Constant Contact – the Company behind the Program

                        A. ...
Constant Contact
               The Company Behind the Program




Copyright © 2010 Constant Contact Inc.
Constant Contact is the Market Leader

                         ■       Over 300,000 customers
                         ■ ...
Focused on the Customer Experience


          ■ Usability
          ■ Communication Consultants
          ■ Customer Supp...
Constant Contact is Designed for Small Business


             List Management
             Image Hosting
             ...
What Other Business Partners Are Saying…


        "I don't see myself as a Constant Contact business partner.    “With th...
A. Get Started
               Things to know – Your Partner Tools
                   •   BP Console
                   •  ...
Before You Get Started




                                            Save Your
                                         ...
Bookmark the Business Partner Console

                          URL: https://bpconsole.constantcontact.com



           ...
Access Your Free Constant Contact Account




                                              • Login to your free Constant
...
Email Marketing



                                         • Customizable HTML email templates

                         ...
Online Survey




                                         • Over 60 prewritten, easily customized
                       ...
Event Marketing




                                         • Over 20 custom event template designs

                    ...
Marketing Templates




      Engage your customers
      and drive traffic to your
      website by customizing
      the...
B. Opening Accounts for Your Clients




Copyright © 2010 Constant Contact Inc.
Accounts to offer your clients


               You can offer three types of accounts:

               • Fully Managed Acc...
New Account Creation from the Console


                                                 Under the Accounts tab,
         ...
Selecting the Primary Contact




             This should be the
             person most familiar
             with the ...
Account Appears on My Accounts List


    The new trial can be accessed using
    the Log In Arrow.




Copyright © 2010 C...
Client Access to a Managed Account


    Your client can access the account by entering
    their unique username and pass...
Use Your Co-Branded URL




Copyright © 2010 Constant Contact Inc.   23
New Account Creation Using a Co-Branded URL




     This is what
     your clients
     will see




Copyright © 2010 Con...
Promote and Publish Your Co-Branded URL



             Add your co-branded URL to
             all your online activities...
Add Constant Contact to Your Website



                                                         Offer Clients
           ...
Enjoy Co-Branded Viral Benefits!


         Benefits to YOU:
        ■ Logo on bottom of every Business Partner
          ...
Viewing your Co-Branded URL Signups


               When an account is created through your Co-Branded
               URL...
C. Managing Accounts for your clients




Copyright © 2010 Constant Contact Inc.
Manage Clients’ Accounts




                                         Access your clients’ accounts
                      ...
Account Verified Email Addresses


     Verified Email Address Uses:
          ■ Billing Contact (B) – You, if you are
   ...
Billing Contact (B), Account Contact (C)




                Account
                Contact (C)



                Billin...
Update My Settings Tab




   Your Client’s Info




Copyright © 2010 Constant Contact Inc.   33
Managed Accounts vs. Co-Branded Signups




                                            View Managed List
                ...
Promoting an Account to your Managed List


           If your client creates their account through your Co-branded URL bu...
D. Metrics and Reports




Copyright © 2010 Constant Contact Inc.
Review Your Partner Reports




                                         View New Accounts

                              ...
New Accounts Summary


            Summary reports are meant to provide insight into activity over a longer period
       ...
New Accounts Detail


             Once you’ve identified a period of interest use the detail report to review the
       ...
Account Payment Summary

                Summary reports are meant to provide insight into activity over a
               ...
Account Payment Detail

                            Once a period of interest is identified, use the Detail report to
    ...
Revenue Accrued to date/Check Payments to date




Copyright © 2010 Constant Contact Inc.                    42
E. Other Resources




Copyright © 2010 Constant Contact Inc.
The Partner Extranet


    Business Partner Extranet
       ■    Brochures
       ■    Presentations
       ■    Banners
 ...
Business Partner FAQ’s




Copyright © 2010 Constant Contact Inc.   45
Community




                                         Add your Business Profile
                                         ...
Constant Contact has Local Presence!



   U.S. Regional Development Directors
            ■     Phoenix
            ■    ...
Learning Center for Live and Recorded Webinars




                                                          Resource For
...
F. Next Steps




Copyright © 2010 Constant Contact Inc.
Next Steps



                  ■ Verify your existing Constant Contact account - listed under Personal
                  ...
Still Have Questions



                Phone: 1-866-811-1344 or 781-370-8401
                ■ Press #1 for Program Suppo...
Business Partner Program Team

                 Account Manager BP Programs – Patrick McAdams
                           8...
We Look Forward To Working With You…

               Visit the Partner Extranet in the
               Business Partner Con...
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Business Partner Orientation

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An overview of the Constant Contact Business Partner Program. How the tools work and what you can do as one of our valued Partners. The Constant Contact Business Partner Program was created to empower small business consultants, web developers, and agencies bring the power of Constant Contact to their clients.

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Business Partner Orientation

  1. 1. Business Partner Orientation Getting started with the Constant Contact Business Partner Program Copyright © 2010 Constant Contact Inc.
  2. 2. Business Partner Program Welcome! Thank You for Joining the Constant Contact Business Partner Program! We’re Glad To Have You as Part of Our Team! Copyright © 2010 Constant Contact Inc. 2
  3. 3. Webinar Agenda ■ Constant Contact – the Company behind the Program A. Your Business Partner Tools - BP Console/ Free Account B. Promoting Constant Contact to your clients C. Opening Accounts for your clients D. Managing Accounts for your clients E. Metrics and Reports F. Other Resources G. Next Steps Copyright © 2010 Constant Contact Inc. 3
  4. 4. Constant Contact The Company Behind the Program Copyright © 2010 Constant Contact Inc.
  5. 5. Constant Contact is the Market Leader ■ Over 300,000 customers ■ Fast growing profitable public company ■ CTCT on the NASDAQ ■ Industry award winning ■ Over a billion emails sent each month ■ High deliverability rate of 98%+ ■ Multi-Product Company “Best Overall Company” ■ Online Survey “Executive of the Year” ■ Event Marketing ■ Email Archive ■ Autoresponder ■ Premium Stock Image Library ■ View as a Webpage “Best Customer Support” Copyright © 2010 Constant Contact Inc. 5
  6. 6. Focused on the Customer Experience ■ Usability ■ Communication Consultants ■ Customer Support via phone, chat & email ■ Live product tours daily ■ On-demand Tutorials ■ In-product coaching tips ■ Product updates and alerts ■ Customer feedback loops 87% Have or Will Recommend Us to Others Use Constant Contact to build better Customer Relationships Copyright © 2010 Constant Contact Inc. 6
  7. 7. Constant Contact is Designed for Small Business  List Management  Image Hosting  Email Archive  Autoresponder  Real-time Reporting  Permission Management  400+ professional Email templates  60+ professionally- written Survey templates  20+ Easy to use Event Marketing Templates Copyright © 2010 Constant Contact Inc. 7
  8. 8. What Other Business Partners Are Saying… "I don't see myself as a Constant Contact business partner. “With the Constant Contact Business Partner Program, we can help our What I do is help my clients achieve success, and Constant clients explore email marketing with the confidence that we’ll take care of Contact is one of the tools that helps me do that.” everything for them.” Carolyn Gardner, Cardcommunications Desiree Scales, Bella Web Design "Constant Contact's value-add is that in addition to providing an engine “Constant Contact is great because it’s easy to use for for easily sending out email, they also provide expertise on how to be a people with little HTML experience. However, for more better email marketer. This sets them apart from other companies” experienced users or for developers like us, it let’s us get in ‘under the hood’ to make changes to the code.” Tom Casale, Simplified Solutions Rich Brooks, Flyte New Media “Our integration with Constant Contact will save our "For the first time, our members can see the success or failure of their customers a lot of time, duplication of effort and manual email marketing efforts and manage subscriber information. It really has work.” been a boon to them – and to us as an association.” Len Vlahos, Sally Grantham, American Booksellers Association ACS Technologies Over 4,000 Business Partners In The Program To Date! Copyright © 2010 Constant Contact Inc. 8
  9. 9. A. Get Started Things to know – Your Partner Tools • BP Console • Free Account Copyright © 2010 Constant Contact Inc.
  10. 10. Before You Get Started Save Your “Welcome” Letter Copyright © 2010 Constant Contact Inc. 10
  11. 11. Bookmark the Business Partner Console URL: https://bpconsole.constantcontact.com The only Constant Contact location you need! Copyright © 2010 Constant Contact Inc. 11
  12. 12. Access Your Free Constant Contact Account • Login to your free Constant Contact Business Partner account. •Your personal account is free up to 5,000 contacts and includes Email Marketing, Online Survey, Event Marketing, Premium Image Hosting and Email Archive. Copyright © 2010 Constant Contact Inc. 12
  13. 13. Email Marketing • Customizable HTML email templates • Create email campaigns in a snap with our easy-to-use Email Wizard • Schedule automatic delivery of a series of emails with Email Autoresponder • Build, manage, and secure your email marketing contacts • Get results fast with instant tracking and reporting • Extend the life of your email marketing by using Email Archive • Access a stock image gallery of 3400 pictures when you add Premium Image Hosting Copyright © 2010 Constant Contact Inc. 13
  14. 14. Online Survey • Over 60 prewritten, easily customized Online Survey templates • Easy-to-use survey wizard • Multiple question types • Built-in survey email invitation • Survey reporting with graphical displays of data • Live polls on your website • Ability to create email lists based on survey responses Copyright © 2010 Constant Contact Inc. 14
  15. 15. Event Marketing • Over 20 custom event template designs • Promote your event –email invitations & a custom events homepage • Manage your event registrations – to see who registered and who didn’t • Collect payment for your event – online or at the door • Built-in reporting to help plan/manage current and upcoming events Copyright © 2010 Constant Contact Inc. 15
  16. 16. Marketing Templates Engage your customers and drive traffic to your website by customizing the marketing templates with your co-branded URL Copyright © 2010 Constant Contact Inc. 16
  17. 17. B. Opening Accounts for Your Clients Copyright © 2010 Constant Contact Inc.
  18. 18. Accounts to offer your clients You can offer three types of accounts: • Fully Managed Accounts – The typical small business owner is incredibly busy and often wants you to handle all aspects of their email marketing. In this scenario, you use the Console to launch the account for your client, load their lists, create their campaigns, and monitor the results. With a Fully Managed Account, you submit payment on behalf of your client and invoice them for the monthly Constant Contact fee plus the additional charges for your services. • Co-Managed Accounts – In some other cases, your client may want direct access to their account – but still rely on you for additional services such as marketing strategy and account support. In this scenario, your client pays Constant Contact directly and you separately charge your client directly for the additional services. • Self- Service Accounts – Some of your clients may only want a referral to an email marketing and online survey service. Direct these prospects to Constant Contact through your co-branded URL. Since the prospect signs up as a result of your referral, you still get credit for this customer’s list growth and account activity. Self-Service Accounts are a great way to boost your revenue without a lot of extra effort. Copyright © 2010 Constant Contact Inc. 18
  19. 19. New Account Creation from the Console Under the Accounts tab, click on “Create New Account” or click on “Create New Account” above the My Accounts section. Then, just enter your client’s contact information. Every new client gets a free 60-day trial with up to 100 e-mail addresses. Just remember who is managing the account: you or your client. If you are setting up a Co-Managed account, be sure and contact your client with their Username and password after the account is set-up. Then, simply choose the products that your client will trial: Email Marketing, Survey or both (you can change these options at any time). Copyright © 2010 Constant Contact Inc. 19
  20. 20. Selecting the Primary Contact This should be the person most familiar with the day to day activities associated with the account. Copyright © 2010 Constant Contact Inc. 20
  21. 21. Account Appears on My Accounts List The new trial can be accessed using the Log In Arrow. Copyright © 2010 Constant Contact Inc. 21
  22. 22. Client Access to a Managed Account Your client can access the account by entering their unique username and password into the customer login on www.constantcontact.com Copyright © 2010 Constant Contact Inc. 22
  23. 23. Use Your Co-Branded URL Copyright © 2010 Constant Contact Inc. 23
  24. 24. New Account Creation Using a Co-Branded URL This is what your clients will see Copyright © 2010 Constant Contact Inc. 24
  25. 25. Promote and Publish Your Co-Branded URL Add your co-branded URL to all your online activities: ■ Website ■ Newsletters ■ Email Signature Your logo redirects ■ Banners Ads to your website The cookies added to your site will ensure that you receive credit for all clients that sign-up through your co- branded URL. Sample co-branded URL: http://www.constantcontact.com/index.jsp?pn=yourpartnername Copyright © 2010 Constant Contact Inc. 25
  26. 26. Add Constant Contact to Your Website Offer Clients Various Options: ■ Do-it-yourself ■ Training from the Experts ■ Outsource Everything www.atlantasky.com www.cardcommunications.com www.theemailpros.com Copyright © 2010 Constant Contact Inc. 26
  27. 27. Enjoy Co-Branded Viral Benefits! Benefits to YOU: ■ Logo on bottom of every Business Partner Email Campaign Footer and client’s account emails. ■ Links to your co-branded site for signup and revenue credit ■ 20% growth in business from this link! Benefits to YOUR CLIENTS: ■ Over 1 Billion messages a month for our customers ■ Customers know our Safe Unsubscribe will not generate SPAM ■ Well known and trusted brand Copyright © 2010 Constant Contact Inc. 27
  28. 28. Viewing your Co-Branded URL Signups When an account is created through your Co-Branded URL it will not start off on your My Accounts list, but will display in My Co-Branded URL Signups list. Copyright © 2010 Constant Contact Inc. 28
  29. 29. C. Managing Accounts for your clients Copyright © 2010 Constant Contact Inc.
  30. 30. Manage Clients’ Accounts Access your clients’ accounts that you are managing on their behalf. Copyright © 2010 Constant Contact Inc. 30
  31. 31. Account Verified Email Addresses Verified Email Address Uses: ■ Billing Contact (B) – You, if you are paying for the account on behalf of a client ■ Account Contact (C) – You, if you are managing the account on behalf of the client ■ Email Campaign Email Addresses - Always the Client ■ From Email Address ■ Reply Email Address ■ Signature Email Address Copyright © 2010 Constant Contact Inc. 31
  32. 32. Billing Contact (B), Account Contact (C) Account Contact (C) Billing Contact (B) Copyright © 2010 Constant Contact Inc. 32
  33. 33. Update My Settings Tab Your Client’s Info Copyright © 2010 Constant Contact Inc. 33
  34. 34. Managed Accounts vs. Co-Branded Signups View Managed List vs. Co-Branded Sign-ups Accounts you manage Self Service Accounts Copyright © 2010 Constant Contact Inc. 34
  35. 35. Promoting an Account to your Managed List If your client creates their account through your Co-branded URL but requests assistance, you can promote the account to your My Accounts list. This will establish direct access through the BP Console. The Move to Managed feature provides the account username but the client must provide you with their password. To Add To Managed List Account Must Be: ■ Already under your Business Partnership ■ You must know the Constant Contact Username and Password (CTCT will not provide this) Copyright © 2010 Constant Contact Inc. 35
  36. 36. D. Metrics and Reports Copyright © 2010 Constant Contact Inc.
  37. 37. Review Your Partner Reports View New Accounts View Account Payment History View Your Revenue Share Accrued & Payments To Date Copyright © 2010 Constant Contact Inc. 37
  38. 38. New Accounts Summary Summary reports are meant to provide insight into activity over a longer period of time (multiple months, year to date). Our recommendation is to use the summary report to identify a period of interest. Copyright © 2010 Constant Contact Inc. 38
  39. 39. New Accounts Detail Once you’ve identified a period of interest use the detail report to review the specifics of each signup. Find out their name, when they signed up, where they came from, their total list size and the last time they logged in Copyright © 2010 Constant Contact Inc. 39
  40. 40. Account Payment Summary Summary reports are meant to provide insight into activity over a longer period of time (multiple months, year to date). The Account Payment Summary report details the number of payments, totals and share earned by month. Copyright © 2010 Constant Contact Inc. 40
  41. 41. Account Payment Detail Once a period of interest is identified, use the Detail report to view who paid what and when. Copyright © 2010 Constant Contact Inc. 41
  42. 42. Revenue Accrued to date/Check Payments to date Copyright © 2010 Constant Contact Inc. 42
  43. 43. E. Other Resources Copyright © 2010 Constant Contact Inc.
  44. 44. The Partner Extranet Business Partner Extranet ■ Brochures ■ Presentations ■ Banners ■ Promotional Copy ■ Educational content ■ Hints and Tips ■ Whitepapers ■ Case Studies Copyright © 2010 Constant Contact Inc. 44
  45. 45. Business Partner FAQ’s Copyright © 2010 Constant Contact Inc. 45
  46. 46. Community Add your Business Profile to the User Community. Find prospective customers looking for help in our chat rooms. Copyright © 2010 Constant Contact Inc. 46
  47. 47. Constant Contact has Local Presence! U.S. Regional Development Directors ■ Phoenix ■ Denver ■ San Francisco ■ Atlanta ■ Dallas ■ Washington DC ■ Boston ■ Chicago ■ Seattle ■ San Diego ■ Los Angeles ■ New York Metro ■ Houston ■ The Carolinas ■ Philadelphia ■ Minnesota ■ Kansas City http://www.constantcontact.com/local Copyright © 2010 Constant Contact Inc. 47
  48. 48. Learning Center for Live and Recorded Webinars Resource For you and your Customers Copyright © 2010 Constant Contact Inc. 48
  49. 49. F. Next Steps Copyright © 2010 Constant Contact Inc.
  50. 50. Next Steps ■ Verify your existing Constant Contact account - listed under Personal Account. ■ Verify that your logo on your co-branded marketing page displays correctly. To add this to your page send your logo (265x50 pixels) to: businesspartner@constantcontact.com ■ Announce your new partnership to your clients and prospects using the custom Partner templates in your free Email Marketing account. ■ Create accounts for your clients using the Create New Account function in the Business Partner Console or the co-branded marketing pages. ■ Use your Online Survey to better understand their wants and needs. ■ Notify us of any Constant Contact accounts created for your clients before joining the program (businesspartner@constantcontact.com). Copyright © 2010 Constant Contact Inc. 50
  51. 51. Still Have Questions Phone: 1-866-811-1344 or 781-370-8401 ■ Press #1 for Program Support ■ Press #2 for Product Support (2nd Tier Support Group) Email: ■ BP Program Email: businesspartner@constantcontact.com ■ Product Feedback: bpfeedback@constantcontact.com Copyright © 2008 Constant Contact, Inc. 51
  52. 52. Business Partner Program Team Account Manager BP Programs – Patrick McAdams 866-905-5614, pmcadams@constantcontact.com Account Manager BP Programs – Kevin Woodcock 866-905-5699, kwoodcock@constantcontact.com Business Partner Support Specialist – Tracy Dube 781-472-6246, tdube@constantcontact.com Manager National Accounts – Michael Eubank 781-472-6256, meubank@constantcontact.com Relationship Manager Franchise Program – Mike Tocci 781-370-8566, mtocci@constantcontact.com Business Partner Marketing – Brian Donnelly: 781-370-8697, bdonnelly@constantcontact.com Director Web Services & Franchise Program – Kevin O’Brien 781-472-8143, kobrien@constantcontact.com Senior Director, Partner Programs – Len Bruskiewitz 781-472-6255, lbruskiewitz@constantcontact.com “We are here to help you succeed” Copyright © 2008 Constant Contact, Inc. 52
  53. 53. We Look Forward To Working With You… Visit the Partner Extranet in the Business Partner Console for a Copy of this Presentation Copyright © 2008 Constant Contact Inc.
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