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MarketBuddy
MarketBuddy
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MarketBuddy

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  • 1. MarketBuddy Macintosh & Windows User’s Guide Version 1.0 Excel Software www.excelsoftware.com • info@excelsoftware.com Phone: 505-771-3719 • Fax: 505-771-3718
  • 2. Copyright and Trademarks MacA&D™, MacTranslator™, WinA&D™, WinTranslator™, QuickUML™, QuickBugs™, QuickHelp™, QuickCRC™, RbApp™, QuickLicense™ , Safe Activation™ and MarketBuddy™ are trademarks of Excel Software. Copyright 1985-2007 by Excel Software with all rights reserved. All other trademarks and registered trademarks are the property of their respective owners and are used for illustrative purposes only without the intent to infringe. This manual and the software described in it are copyrighted with all rights reserved. Under the copyright laws, this manual or the software may not be copied, in whole or part, without written consent of Excel Software, except in the normal use of the software by licensed users or to make a backup copy. The same proprietary and copyright notices must be affixed to any permitted copies as were affixed to the original. You may use the software on any compatible computer system. Each Single User License grants the right to use this software on only one computer at any one time. The 5-User Site License allows up to 5 concurrent users of the software at the designated location. An Unlimited Site License grants the right to use the software on all machines and by any number of users at the designated location. Disclaimer EXCEL SOFTWARE MAKES NO WARRANTY OR REPRESENTATION, EITHER EXPRESSED OR IMPLIED, WITH RESPECT TO THIS SOFTWARE, ITS QUALITY, PERFORMANCE, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. AS A RESULT, THIS SOFTWARE IS SOLD "AS IS", AND YOU, THE PURCHASER, ARE ASSUMING THE ENTIRE RISK AS TO ITS QUALITY AND PERFORMANCE. IN NO EVENT WILL EXCEL SOFTWARE BE LIABLE FOR DIRECT, INDIRECT, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING FROM ANY DEFECT IN THE SOFTWARE OR ITS DOCUMENTATION, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. In particular, Excel Software shall have no liability for any programs or data stored in or used with Excel Software products, including the costs of recovering such programs or data. THE WARRANTY AND REMEDIES SET FORTH ABOVE ARE EXCLUSIVE AND IN LIEU OF ALL OTHERS, ORAL OR WRITTEN, EXPRESSED OR IMPLIED. No Excel Software dealer, agent or employee is authorized to make any modification, extension or addition to this warranty.
  • 3. Contents Chapter 1 Chapter 3 Getting Started 1-1 Using MarketBuddy 3-1 MarketBuddy Windows 2 Add Contact Information 1 Install MarketBuddy 2 Post News To Web Sites 3 Uninstall MarketBuddy 3 Distribute Press Releases 4 MarketBuddy MacOSX 3 List in Product Directories 5 Install MarketBuddy 3 Publish White Papers 5 Uninstall MarketBuddy 4 Fill Web Forms 6 Register MarketBuddy 4 Upload To Software Sites 7 Activate MarketBuddy 5 Manage Email Lists 8 Manual Conventions 5 Send Newsletters 9 About This Book 5 Support Customers 9 Support Services 6 Track Sales Leads 10 Create Click Fields 11 Chapter 2 Generate Email from Template 12 Introduction 2-1 Send Batch Email 13 Group Panel 2 Contacts Panel 2 General Fields 3 Address Fields 3 Custom Fields 3 Find a Contact 4 Documents Panel 4 Category 4 Document 5 Emails Panel 5 Category 5 Email List 6 Manage Emails 6 Send Email 7 Setup Panel 9 General Section 9 Email Section 10 Click Field Section 11 Backup Data 12 Contents
  • 4. Chapter 1 Getting Started MarketBuddy can reduce the human effort required to market any kind of product. Unleash the power of the internet to promote your product. MarketBuddy • Post News to Web Sites • Distribute Press Releases • List in Product Directories • Publish White Papers • Fill Web Forms • Upload To Software Sites • Manage Email Lists • Send Newsletters • Support Customers • Track Sales Leads Chapter 1: Getting Started 1-1
  • 5. MarketBuddy Windows MarketBuddy is compatible with all computers running Windows 98 through Vista. Install MarketBuddy To install MarketBuddy on Windows, insert the CD and double-click on the appropriate self-extracting installation file. Enter the password provided with your CD and follow the online instructions. Market Buddy Folder after Installation on Windows Vista After installation you can view the contents of the MarketBuddy folder as pictured above. The Uninstall.exe and Uninstall.ini files are only used during Uninstall. Here are the files you’ll find in the MarketBuddy folder: • MarketBuddy.exe – MarketBuddy application file • QuickLicenseRuntime.dll – QuickLicense runtime DLL used by application. • QuickHelpRT.exe –Presents help information independent of MarketBuddy. • QuickHelpRT.dll –Presents help information in MarketBuddy application. • MarketBuddy.qhlp – Help file for MarketBuddy application. • QuickHelp.qhlp – Help file for QuickHelp itself. • MarketBuddy ReadMe.txt – This text file may provide supplemental information not contained in the User’s Guide. 1-2 Chapter 1: Getting Started
  • 6. Uninstall MarketBuddy To uninstall MarketBuddy on Windows, use the standard approach for removing software from the Windows Control Panel. MarketBuddy MacOSX MarketBuddy MacOSX is a Universal Binary application that run on all PPC and Intel based Mac OS X computers. Install MarketBuddy Installing MarketBuddy on Macintosh is very simple: • Insert the CD and drag the installer to your hard disk. Mac OS X applications are normally installed in the Applications folder, but you can put it anywhere you like. • Double-click the installer icon and enter the provided password. A MarketBuddy folder is created that includes the application ready to run. Drag the installer icon to the trash. You may want to drag the MarketBuddy application file to your Dock so it is easy to launch. • After installation, you will be prompted with the Registration dialog the first time you run MarketBuddy. This information is stored in a preference file named MarketBuddy.ini and visible in the About dialog. MarketBuddy Folder after Installation on Mac OS X Chapter 1: Getting Started 1-3
  • 7. After installation you may want to locate and view the contents of the MarketBuddy folder as pictured above. Here are the files you’ll find: • MarketBuddy – Universal Binary MarketBuddy application for Mac OS X • QuickLicenseRT.app – QuickLicense runtime used by MarketBuddy application. • QuickHelpRT – QuickHelp viewer presents MarketBuddy help information. • MarketBuddy.qhlp – Help file for MarketBuddy application. • QuickHelp.qhlp – Help file for QuickHelp itself. • ReadMe.txt – This text file may provide supplemental information not contained in the User’s Guide. Uninstall MarketBuddy To uninstall MarketBuddy from a Macintosh, drag its folder to the trash. You can also drag your MarketBuddy.ini file to the trash. It’s located in the Excel Software folder within the Preferences folder inside the Library folder in your home folder. Register MarketBuddy On the first launch of MarketBuddy from a product or site license edition, you will be prompted with the Registration dialog. The Trial edition of MarketBuddy does not present a Registration dialog. The Registration dialog for MarketBuddy asks for the User Name, Organization and the unique ID number assigned to your license. This information is stored in the MarketBuddy.ini file located in the preferences folder. You can view the information you enter at any time from the About MarketBuddy dialog. The MarketBuddy.ini file is an XML formatted text file. It stores all information entered into the MarketBuddy window and dialogs. The full path to this file is shown at the bottom of the Setup panel. 1-4 Chapter 1: Getting Started
  • 8. Activate MarketBuddy The first time you launch the MarketBuddy application, an Activation dialog is presented. The activation process enables the software to run on your computer. The Activation dialog shows a URL link. When clicked, it takes you to an Activation web page presented in your default web browser. Complete the information on the Activation web page to receive an Activation Code. Paste that code into the Activation dialog and click the Activate Now button. That’s it, the software is now permanently activated on your computer. The site license edition of MarketBuddy does not present an Activation dialog. The software can be installed and used on multiple computers based on the terms of the site license. See the Copyright and Trademarks section of this User’s Guide for more information on a 5-User or Unlimited Site License. Manual Conventions The following font and style conventions are used throughout this book. Font/Style Example Meaning Bold File menu, command, button or key Bold-> File->Close menu sequence Courier UserName user entered data Named key + letter Ctrl+W press multiple keys About This Book This book covers both Windows and Macintosh editions of MarketBuddy that are nearly identical. Where information is platform specific like the installation process, details are provided for each platform. The screen shots for this book were taken from MarketBuddy running on Mac OS X. The main window and dialogs for the Windows edition are nearly identical. Chapter 1: Getting Started 1-5
  • 9. Support Services Excel Software provides technical support and encourages user feedback to improve its products and services. Technical and sales questions can be answered by phone, email or through information on our web site. The Excel Software web site covers software models, design methods and related software engineering tools. New software releases are announced first on www.excelsoftware.com. Each product has detailed descriptions, screen shots, pricing and online ordering. Visit the technical support page for information on free maintenance updates, Update Service, product upgrades or a free subscription to the periodic email newsletter, Software Engineering Tools. Ph. 505-771-3719 Fax 505-771-3718 Email: info@excelsoftware.com Web: www.excelsoftware.com 1-6 Chapter 1: Getting Started
  • 10. Chapter 2 Introduction MarketBuddy is an easy application to setup and use. Refer to the Getting Started chapter for instructions on setting up the application on Windows or Mac OS X. Main Window of MarketBuddy Application Data entered into the main window and its associated dialogs is stored in a file called MarketBuddy.ini. This XML formatted text file is located in the preference folder of the current user account. The full path to the file is shown on the Setup panel. Chapter 2: Introduction 2-1
  • 11. MarketBuddy automatically saves editing changes when closing the main window or quitting the application. Information in the main window is organized into five panels described below. Menu commands and buttons in the main window are used to issue commands and present dialogs. Help information can be presented with the Help Topics command. To present contextual help for a menu command, press the F1 button while selecting the command. To present help for a dialog, press F1 when the dialog is active. Groups Panel This panel is used to define a set of Group names for organizing contacts. For example, assume you have a Trial or Shareware edition of a software product that you want to post to Software Download sites on the web. There are hundreds of such sites. Some sites offer downloads while others also include news postings. Some sites list only applications for specific platforms (Macintosh, Windows, Linux, etc.) or for multiple platforms. Here are some example group names: • Software Submit - Mac • Software Submit - Win • Software Submit - Linux • News Submit - Mac • News Submit - Win • News Submit – Linux Each contact you create on the Contacts panel can be assigned to any number of Groups. The information for that site needs only be stored once. When performing a specific marketing activity like posting news about a new Windows product, select the News Submit - Windows group to see only the relevant list of contacts. Contacts Panel The Contacts Panel shows all contacts assigned to the selected group. If the top left corner says No Group Selected, use the Groups panel to first create and/or select a group name. The left side of the Contacts panel shows a list of contact names in the selected group. To edit or view a contact, select its name in the list. General, address and custom fields for the selected contact can be edited by first selecting the applicable radio button. 2-2 Chapter 2: Introduction
  • 12. • Add Button - Click to add a new contact record. Use the Insert (Windows) or Help (Macintosh) key as a keyboard shortcut for clicking the button. • Delete Button - Click to delete the record for a selected contact. Use the Delete key as a keyboard shortcut instead of clicking the button. • Up Button - Click this button to move a selected contact up in the list. • Down Button - Click this button to move a selected contact down in the list. General Fields With the General radio button selected, enter the appropriate URLs for this contact. The Web buttons next to each field presents that URL in either the Integrated Browser or the Default Browser assigned to your computer. The Integrated Browser includes Click Fields to quickly fill in forms. The Send button can be used to send an individual email message constructed from a selected template. The message will be presented in the Preview Email Message dialog giving you the option to change or cancel it before sending. See the Setup panel for information on creating message templates and configuring email options. The Username and Password fields are used to store information needed to log into a web site for the selected contact. Click Fields in the Integrated Browser window are used to quickly enter information into a web form. Additionally, the text of any general, address or custom field can be copied to the clipboard by clicking its label. The bottom right corner of the panel contains a checkbox list of group names. A contact can be assigned to any number of groups. Address Fields With the Address radio button selected, enter the mailing address of a selected contact. The Notes field allows multiple lines of text. Custom Fields With the Custom radio button selected, enter the value of up to 14 custom fields. The field names for custom fields and checkboxes are configured on the Setup panel. Chapter 2: Introduction 2-3
  • 13. Find a Contact Above the contact field list box, there is a field selector and Find text box. Select which field to search from the popup menu. Enter text to match and then click the Find button. The first matching contact in the list will be selected. Click Find again to locate the next matching contact. Documents Panel Use the Documents panel to create and categorize documents like newsletters, press releases and marketing messages. The left side of the panel shows a list of document names and categories. When a document is selected, its text is presented on the right side of the panel. • Add Button - Click to add a new document or category. The Add Document dialog is presented to name the document. To create a category, set the Category checkbox. Use the Insert (Windows) or Help (Macintosh) key as a keyboard shortcut instead of clicking the button. • Edit Button - Click to present the Edit Document dialog to rename a document or category. As a shortcut, double-click on the item name in the list. • Delete Button - Click to delete the selected document or category. Use the Delete key as a keyboard shortcut instead of clicking the button. • Up Button - Click this button to move a selected category or document up in the list. • Down Button - Click this button to move a selected category or document down in the list. Category A category provides a convenient way to organize documents. Open Category - All document names in this category are shown Close Category - All document names in this category are hidden 2-4 Chapter 2: Introduction
  • 14. Document When a document is selected, its text is shown in the right edit field of the Documents panel. A document can be used as the body of an email message distributed to a list of email address on the Emails panel. If the document uses HTML formatting tags, use the HTML Viewer button to view the document as seen in an HTML viewer. Documents can be authored in any text editing application and then pasted into the edit field. Emails Panel Use the Emails panel to create and categorize email address lists for newsletters, press releases and marketing messages. The left side of the panel shows a list of document names and categories. When a item is selected, its text is presented on the right side of the panel. • Add Button - Click to add a new email list or category. The Add Email List dialog is presented to name the email list. To create a category, set the Category checkbox. Use the Insert (Windows) or Help (Macintosh) key as a keyboard shortcut instead of clicking the button. • Edit Button - Click to present the Edit Email List dialog to rename a document or category. As a shortcut, double-click on the item name in the list. • Delete Button - Click to delete the selected email list or category. Use the Delete key as a keyboard shortcut instead of clicking the button. • Up Button - Click this button to move a selected category or email list up in the list. • Down Button - Click this button to move a selected category or email list down in the list. Category A category provides a convenient way to organize documents. Open Category - All email list names in this category are shown. Close Category - All email list names in this category are hidden. Chapter 2: Introduction 2-5
  • 15. Email List When an Email List is selected, its text is shown in the right edit field of the Emails panel. An email list is simply a list of email addresses, one per line as shown in the example below: Joe.Doe@somecompany.com Jane.Doe@organization.net Manage Emails Click the Manage Emails button to present the Manage Emails Dialog. Use this dialog to add or remove a selected list of email addresses from the current email list. Use the Clean radio button to clean up an email list by alphabetizing the addresses, removing duplicates or checking the list for malformed addresses. Dialog Used to Manage Email Lists The Collect radio button is selected to collect email addresses from text files. For example, if the addresses are listed in a text file, you can copy that text into the clipboard and scan for email addresses by clicking the Scan Clipboard button. On Macintosh, you can also drag and drop a plain text file onto that button. All unique addresses are added to the list. If the email addresses are stored in many text files use the Add Folder or Nested Folders buttons to identify the folders. Click Scan Files to extract the email addresses from all files in those folders. 2-6 Chapter 2: Introduction
  • 16. Send Email Click the Send Emails button to present the Send Email dialog. Dialog Used to Send a Batch of Email Messages Message Section Select the source for the subject and body of each message. The message can be constructed from either a document or template. If Document is select, select the Category and Title of the document. The Title of the selected document is used in the subject field of each message and the text of the document is put in the body of the message. If Template is selected, choose the name of an existing template from the popup menu. The subject for the message comes from the subject field of that template and the body of the message comes from the template body. Distribution List Section If Document was selected in the Message Section, then choose an email list or contact group to provide the list of email addresses for the batch. If Template was selected in the Message Section, then the Distribution List Section only allows the email addresses to come from a contact group. Chapter 2: Introduction 2-7
  • 17. Templates can have tags that extract specific field values from each contact record. Templates cannot be used with a plain email list. They can only be used with a group of contacts. Attachments Use the Add and Remove buttons to add one or more attachments to outgoing email messages. Email recipients may filter out messages that contain attachments so use this option sparingly. Send Messages To send messages, refer to the topic Send Batch Email section of the Using MarketBuddy chapter. Sending a batch of email messages may take some time depending on your connection speed and internet service provider. Some service providers limit the number of messages you can send during one session or day. To learn more about templates and substitution tags for customizing the subject and body of outgoing emails messages, refer to the Setup panel. 2-8 Chapter 2: Introduction
  • 18. Setup Panel This panel is used to setup information used in other panels of the application. General Section Maximum Contacts - Use this field to define how much space is allocated for contact records. For best performance on an older machine, enter a modest value like 1000 and increase it latter if needed. The Empty Contacts field shows how many allocated records are empty. Password Protected - Set this checkbox if you want to encrypt the entire database and prompt for a password each time you start MarketBuddy. When checked, the Set Password dialog is presented. Since the Username and Password fields of each contact is clearly visible during use, you may want to password protect your data if you share a computer with other users in your organization. Inactivity Timeout - Set this checkbox to save your data and quit the application if you leave your computer unattended for a specified number of minutes. The timeout is temporarily disabled while sending a batch of emails since that process may take a while. Alphabetize Contacts - This button will alphabetize all contact records by sorting them based on the Contact field. The order of contact records may not be important. If order is important, alphabetical order is often a good choice. Contacts can be ordered using the Up and Down buttons on the Contacts panel. If contacts are assigned to multiple groups they cannot be ordered in conflicting ways since there is really just one sorted order as seen when the All contacts group is selected. Custom Field Names - Up to 14 custom field names can be entered. These field names appear on the Custom Fields section for each selected contact. User configured custom field names and values can be displayed, imported, exported and printed. Checkbox Names - Up to 3 custom checkbox names can be entered. These field names appear on the Custom Fields section for each selected contact. UML Field Names - The General section of a Contact record has 5 edit fields that normally reference URLs associated with the contact. Buttons to the right of the URL field present that URL in the integrated browser or default browser for your computer. The label and purpose of these fields can be changed from this panel. Database Location - This field shows the location of the data file. Chapter 2: Introduction 2-9
  • 19. Email Section This section is presented when the Email radio button is selected. The top part is used to define templates for constructing email messages. The bottom part is used to tell the application about your email server. Template To define a template, select any template in the left-hand list. Enter a name for the template and the subject you want to appear in the email message. The Body field contains free format text that can include HTML formatting if desired. Use the Up and Down buttons to change the order of named templates. In addition to text, the subject and body of a template may contain substitution tags of the form %%TAG. These tags get replaced with data from the current contact record. The label of each field can be used to infer the appropriate tag name for general and address fields. For example, to get the value of the First Name field, use %%FirstName. A tag of the form %%Custom1 is used to retrieve custom field values. The tag %%Checkbox1 retrieves the value of a checkbox field. Other general tags that can be used are %%Date, %%Time, %%Name and %%Organization where Name and Organization refer to the values entered into the Registration and shown in the About dialog. Email Server The fields in this section connect the application to your SMTP mail server for sending outgoing email. Some service providers are very restrictive in how many outgoing email messages are allowed per session, per day, etc. Server - This field holds the server name for outgoing email. The exact string can probably be found in the configuration screen for your current email reader and may look something like smtp.something.net. User Name - This field identifies your account to the email server. Password - If your outgoing email server requires a password, put it here. If not, leave this field blank. From Address - This address is put in the From field of all outgoing email messages you send. 2-10 Chapter 2: Introduction
  • 20. CC Address - This field may contain an email address that gets a carbon copy of each outgoing message you send. Leave it blank if you don't need this feature. Port - This field identifies the port used for sending email. Leave it as defaulted for most computers. Beep On Send - Set this checkbox if you want to hear an audio beep each time an email message is sent. Click Fields Section This section is presented when the Click Fields radio button is selected. To create a Click Field, simply select one from the left-hand list and type its Name and Field Value into the edit fields. Use the Up and Down buttons to change the order of named Click Fields. The Integrated Browser has a list of Click Field names displayed on the left edge of the window. When viewing a web form, click the name of a Click Field to place its value text into the clipboard. Now click an editable field in the form and that text is automatically pasted. The auto-paste feature is only enabled for 10 seconds and only occurs once for the first field you click on within a web page. Click near the center of the edit field to ensure the text is pasted. Alternatively, the text remains in the clipboard. It can be pasted into as many fields as needed. Select any edit field on a web page and choose the Paste command from the Edit menu or the Cmd+V keyboard shortcut. Chapter 2: Introduction 2-11
  • 21. Backup Data Data entered into the MarketBuddy window and dialogs gets stored in the MarketBuddy.ini file when you close the window or quit the application. The file is stored in the preference folder of the current user account. To backup your data file, choose the Backup command from the File menu. A dialog is presented to store the backup file to a selected location on disk. To use a backup file to later restore your data, simply rename it to MarketBuddy.ini and replace that file in your preferences folder. The location of this file is shown in the Setup panel. 2-12 Chapter 2: Introduction
  • 22. Chapter 3 Using MarketBuddy This chapter has guidelines on how to automate common marketing activities with MarketBuddy. Select the activity that you would like to do now. Add Contact Information The Internet presents unlimited opportunities for posting product descriptions, news stories, press releases, white papers or trial downloads. It offers social networking and other avenues for promoting and selling virtually any product or service. To use these opportunities in a cost effective manner, contact information must be stored, organized and readily available at your fingertips. Use MarketBuddy to create a record for each contact. Group contacts for different types of marketing activities. The same contact is often a member of several groups. Example group names might include: • Software Submit - Mac • Software Submit - Win • Software Submit - Linux • News Submit - Mac • News Submit - Win • News Submit – Linux • White Papers • Customers Chapter 3: Using MarketBuddy 3-1
  • 23. Appropriate group names will depend on the nature of your product or service. The example group names above might be appropriate for a software product distributed and sold on the web and/or through retail distribution. Group Names Used to Organize Contacts Add Contact Information: • Create a group name on the Groups panel. • Select a group name on the Groups panel. • Select the Contacts panel of the MarketBuddy window. • Click Add in the Contacts panel to add a record. • Type information into the General, Address and Custom fields. Contact Record in Press Release Group 3-2 Chapter 3: Using MarketBuddy
  • 24. Add Custom Fields To Contact Records: • Select the Setup panel. • Type the field name of up to 14 custom fields. • Name up to three custom checkboxes. • Select a contact record and click the Custom radio button. Import Contact Information: • Choose Share Contacts command from File menu. • Select Import action radio button in Share Contact Data dialog. • Select Comma Delimited or XML delimited format. • Click Pick button to locate a data file on disk containing fields of data. • Click Map button if field names need to be changed during import. Import or Export Contacts with a Data File To see the required format of a data file, export some contact records to a data file on disk. Open that data file for viewing in any text editor. Post News to Web Sites Thousands of web sites publish stories about new products and services. Many of these sites include a submission page that allows you to submit your own news if it is relevant to the site's content. You'll often need to create an account with a Username and Password and then log in before you can submit your news. Chapter 3: Using MarketBuddy 3-3
  • 25. News stories generate traffic for the web site owner and promote your product or service to the world. MarketBuddy can save a few minutes of posting time on each news site by organizing the sites web URLs, entering your Username and Password with a couple clicks and filling in the necessary entry fields with a few more clicks. With MarketBuddy, you can save hours of time in a news posting session involving dozens of web sites. Post News: • Add contact information for each news site. • Create Click Fields for the news item and other entry fields. • From each contact record, use the Web button to visit the site. • From the Integrated Browser, use Click Fields to fill in forms. Distribute Press Releases A press release is one of the most cost effective means of notifying the media and ultimately potential customers about your new or enhanced product or service. Press releases are typically mailed, faxed or emailed directly to the appropriate news media or distributed through a press release distribution web site. There are thousands of news editors at magazines, newspapers and web sites looking for new products to write about. Email Press Releases: • Add contact information for each media contact. • Alternatively, create an Email List containing each media email. • Use the Documents panel to create or store your press release. • Use Send Email dialog to send a bulk email of press releases. There are dozens of free press release distribution sites on the internet. Post your press release to a submission page on their site. Your news is made available to news media, search engines and other means of getting your information to potential customers. Submit Press Releases: • Add contact information for each press release distribution site. • Create Click Fields for the press release and other entry fields. • From each contact record, use the Web button to visit the site. • From the Integrated Browser, use Click Fields to fill in forms. 3-4 Chapter 3: Using MarketBuddy
  • 26. List in Product Directories The internet contains thousands of web sites listing companies, products and services related to a specific theme. Some sites have log in account and submission pages to enter your own product information, while other webmasters require you to email your suggestions for their consideration. Website directories often include a brief mention of your company, product description and links to pages on your site. This can be a good source of free lead generation for your products. As you update or introduce new products, you'll need to keep all of these directories accurate. List in Product Directories: • Add contact information for each product directory. • Create Click Fields for product descriptions and other entry fields. • From each contact record, use the Web button to visit the site. • From the Integrated Browser, use Click Fields to fill in forms. • If site requires email submission, use Template Generated Email. Publish White Papers Part of the marketing process is educating potential customers about solutions presented by your products or services. Customers often require detailed information before making large or highly technical purchases. Potential customers may not even know a solution exists for their needs. White papers are an effective way of highlighting customer problems and potential solutions presented by your products. During the early information-gathering phase of a potential purchase, customers use search engines and white paper sites to gather authoritative information on the subject. White papers provide factual information without sales oriented pitches. Dozens of internet web sites allow relevant white papers to be posted that can generate interest in your products. Most sites require the poster to have registered and logged into an account before submitting papers. Submit White Papers: • Add contact information for each white paper posting site. • Create Click Fields for the white paper abstract and other entry fields. • From each contact record, use the Web button to visit the site. • From the Integrated Browser, use Click Fields to fill in forms. Chapter 3: Using MarketBuddy 3-5
  • 27. Fill Web Forms A big part of marketing a product or service on the Internet, involves filling in web forms. Millions of web forms present a juicy target for malicious form spammers. They use automated robots to post irrelevant messages. Web sites combat the problem with human verification schemes that require entering a verification code shown in an image or performing a simple action that a web robot cannot easily do. There are various algorithms for filling in web forms automatically with your user specific data, but accuracy is always an issue. Each form is different, containing different labels, required information, organization and entry mechanisms. Forms constantly change as web sites evolve and web masters find more creative ways to disable automated form fillers. MarketBuddy uses Click Fields to populate forms. This approach is much faster than manual typing or cut and paste. Its more accurate and complete then automated form fillers. Best of all you are filling in forms as the web masters intended, instead of constantly working against them. The only difference is that you can do so in seconds rather than minutes per form. Each contact record has fields for various kinds of URLs. The Web buttons next to each field opens that URL into the Integrated Browser or default browser for your computer. The Integrated Browser and associated Click Field list on the left side of that window is the most convenient way for most users to fill in forms. Simply click a field name in the left hand list and then click on a field within the web form. The value of that Click Field is placed in the web form. The Click Field section of the Setup panel stores named fields and values that you define. Use them to store commonly requested data like name, address, URL, email address, etc. Click field data is always available in the left hand list of the Integrated Browser. When you click a field name, its value is stored in the clipboard. If you click a web edit field within 10 seconds, it is automatically pasted into that field. You can use Cmd+V on Macintosh or Ctrl+V on Windows to paste clipboard data into as many additional fields as needed. If you require a full-featured browser, the Web button in contact records is still a convenient way to load a specific URL into the default browser for your machine. You may still want to open the Integrated Browser window to use click fields. In this case, you’ll need to paste the clipboard data into the non-integrated browser window. 3-6 Chapter 3: Using MarketBuddy
  • 28. Upload To Software Sites The Internet has hundreds of software download sites each with thousands of shareware, freeware or trialware titles to choose from. Users worldwide (your potential customers) can search, read about and download software of interest. Each site contains different categories, software types and platforms that the site will list. Posting and maintaining software on these sites is essential to any shareware driven business. Trialware can also be a valuable marketing tool for almost any kind of software business. Posting and maintaining your software on hundreds of software download sites can be extremely time consuming without the automation capabilities of MarketBuddy and industry standardization efforts like PAD. The Association of Shareware Professionals describes PAD as: PAD is the Portable Application Description, and it helps authors provide product descriptions and specifications to online sources in a standard way, using a standard data format that will allow webmasters and program librarians to automate program listings. PADGen can be downloaded from http://www.padgen.org to create a pad file for each software title. That's a great place to start. Next you'll need to submit your PAD file to hundreds of sites, each with different submission and login procedures. MarketBuddy can save time on each submission. Although many download sites are PAD driven, dozens of the oldest and largest are not. MarketBuddy can substantial reduce the effort required to locate, login and submit the many fields of information required to submit your software titles. Upload to Software Sites: • Add contact information with URLs for each software download site. • Create Click Fields for the software item and other entry fields. • From each contact record, use the Web button to visit the site. • From the Integrated Browser, use Click Fields to fill in forms. Chapter 3: Using MarketBuddy 3-7
  • 29. Manage Email Lists Email is a cost effective way to communicate with the news media, potential leads and existing customers. For some situations, a full record of information for each contact isn't required. A simple list of email addresses may be sufficient. An email list is just a plain text file with one email address on each line. The Emails panel is used to hold a set of named email lists. For example, assume that you send a monthly newsletter by email to a few thousand subscribers. Those email addresses can be stored in an email list named Newsletter Subscribers. Between each issue, you will receive requests for New Subscribers and Unsubscribers that can be stored in two additional email lists. After each newsletter mailing, you will get a list of undeliverable addresses that you can add to the Unsubscribers list. Manage Email Lists When its time to send a new issue of the newsletter, use the Manage Emails button on the Emails panel to present the Manage Emails dialog. Use this dialog to add the New Subscribers and remove the Unsubscribers from the Newsletter Subscribers email list. This dialog has features for collecting email addresses, removing duplicates and verifying addresses. To create and send a batch of emails, click the Send Emails button on the Emails panel. The Send Email dialog is presented to select a message and email list, then create, send and monitor the process of sending those messages. 3-8 Chapter 3: Using MarketBuddy
  • 30. Send Newsletters Newsletters provide an important source of information for existing customers and generate leads for new customers. Newsletters can announce new or updated products, include how to articles, provide solutions to common problems or promote your products and services with success stories from other customers. Before adding email addresses to your newsletter list, make sure that each recipient has purchased your product, expressed an interest in what you are offering or requested a subscription. Follow legal requirements for sending email messages and make sure each newsletter issue is interesting, professionally written and relevant to your target audience. Send a Newsletter: • Manage email lists by adding subscribers and removing unsubscribers. • Use the Documents panel to create or store each newsletter issue. • Use Send Email dialog to send a bulk email of each newsletter issue. Support Customers Here are some ways MarketBuddy can help you support existing customers. Customer Feedback: A form on your web site can collect and email the customer's contact information, problem description or suggestion to you in an email message. Store their data as comma delimited or XML formatted text and generate a contact name from the current time and date. Use the Share Contact Data dialog to import that information into a new contact record in a group named Feedback. Beta Test: Create a group of contacts to participate in a beta test of a new product or service you plan to launch. Use MarketBuddy for periodic email communications, revision notes or even attach the updated application installer to your email message. Customer Notifications: Send a bulk mailing to active customers notifying them of updated editions of your product or other changes that may affect them. Chapter 3: Using MarketBuddy 3-9
  • 31. Track Sales Leads Running a business is all about providing solutions that satisfy customer needs. Starting from a potential lead, to a sale through ongoing product support, the process can be long and time consuming but hopefully it is a smooth customer experience. Large businesses spend thousands of dollars on customer relation management (CRM) tools and sales support systems. However, even the smallest organization can benefit from some automation in this area. MarketBuddy may be just the tool you need to get started. Here are some ways MarketBuddy can help you track sales leads and create new customers. Brochure Requests: Add a brochure request form to your web site. Collect and email the customer's contact information to yourself in an email message. Store their data as comma delimited or XML formatted text. Generate a contact name from the customer's first and last name. Use the Share Contact Data dialog to import that information into a new contact record in a group named Leads. Leads to Customers Workflow: Contact information can originate from a web form or a person entering contact information when they answer the phone. It can also be exported from a database, spreadsheet or another application as comma delimited or XML formatted data. Import that data into MarketBuddy using the Share Contact Data dialog. From the Groups panel, create a group to hold the contacts at each stage of the sales process. Group names might include New Leads, Evaluations, Customers and Old Leads. Sales contacts can start as New Leads. If the contact follows up with questions, expresses interest in your product or claims to be authorizing a purchase, they get moved to the Evaluations group. Once they purchase, they're moved to the Customers group. If New Leads grow old with no further interest expressed in your product, the contact can be moved to the Old Leads group. Targeting Specific Customers: Assume you have a group of customer contacts and some of them express an interest in a specific product feature that your company is working on. Create a group named something like FeatureX and add each interested customer to that group. When the new feature is available, send a targeted message specifically to that group of interested customers. 3-10 Chapter 3: Using MarketBuddy
  • 32. Custom Fields and Searches: Use the Setup panel to create custom fields and checkboxes for each contact record. Use those custom fields to hold whatever information you need about your contacts. From the Contacts panel you'll notice a Search Popup field type and text box above the left hand contact list. Use the Find button to locate contacts with matching text in a specific field including any custom field you've created. Create Click Fields Click Fields are used to quickly enter information like your name, company, address, product description, etc. into fields of any web form. See the discussion in the Fill Web Forms section. Configure Click Fields in Setup Panel Each Click Field consists of a name and its value. From the Setup panel, select the Click Fields radio button and type the name and value of each selected Click Field. Use the Up and Down arrow icons to reorder the list of Field names. The Field Value contains text that is placed into the clipboard when you click on a Field Name in the left hand list of the Integrated Browser window. That clipboard text is automatically pasted into the first entry field that you click on in the web form within 10 seconds. The text remains in the clipboard so you can paste it into other fields with the Cmd+V (Macintosh) or Ctrl+V (Windows) keyboard shortcuts. Chapter 3: Using MarketBuddy 3-11
  • 33. Generate Email from Template A template generated email message provides an easy way to customize the Subject and Body of each outgoing email message based on information in each contact record. The value of any general, address or custom field in the contact record can be placed into the outgoing message. Use the Setup panel to create a template with the Email radio button selected. Configure Email Template on Setup Panel To define a template, first select it in the left-hand list. Enter a name for the template and the subject you want to appear in the email message. The Body field contains free format text that can include HTML formatting if desired. The Subject and Body fields may contain substitution tags of the form %%TAG. These tags get replaced with data from the current contact record. The label of each field can be used to infer the appropriate tag name for general and address fields. For example, to get the value of the First Name field, use %%FirstName. A tag of the form %%Custom1 is used to retrieve custom field values. The tag %%Checkbox1 retrieves the value of a checkbox field. Other general tags that can be used are %%Date, %%Time, %%Name and %%Organization where Name and Organization refer to the values entered into the Registration and shown in the About dialog. 3-12 Chapter 3: Using MarketBuddy
  • 34. An individual email message can be sent from the Contacts panel by selecting the template name in the popup menu to the right of the Email field and clicking the Send button. The outgoing message will be presented in the Email Message dialog. To send a batch of template based email messages, use the Send Email dialog. Send Batch Email The Send Email dialog is used to send a batch of email messages. You will first need to choose the source of the message and the distribution list you want to send to in the top selection fields. Now use the buttons at the bottom of the dialog to control the email job. • New Job Button - This button constructs an email job from the selected template and distribution criteria. It shows the number of messages ready to send in the Messages Sent field. • Preview Button - This button presents a dialog showing what the message will look like for the first recipient in the list. • List Button - This button presents a Job List dialog to view the distribution list. • Send Button - This button presents a confirmation dialog, then starts sending messages. • Stop Button - This button stops sending messages. Use the Send button to start sending again from where you left off. • Restore Job Button - This button will restore a previous job so remaining messages can be sent. If a new job is generated, the previous job can no longer be restore. An email job can be stopped before all messages are sent. The Done button closes the Send Email dialog, but retains the status of the current batch email job. You can open the dialog again and restore the job to its current state even if you quit and restart the application. When sending emails, the Messages Sent status shows how many message have been sent and remain to be sent. Each email address is also listed when successfully sent. Chapter 3: Using MarketBuddy 3-13

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