Campaign Monitor for Financial Advisors

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Send email newsletters using Campaign Monitor. For further information visit http://www.Cesarini.ca

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Campaign Monitor for Financial Advisors

  1. 1. Campaign Monitor for Advisors David Cesarini, BA, FMA April 21, 2010 Cesarini.ca Cesarini.ca
  2. 2. Why Campaign Monitor? <ul><li>Email newsletters to client, prospects </li></ul><ul><ul><li>Advisory practice news, events, service upgrades </li></ul></ul><ul><ul><li>Investment commentary </li></ul></ul><ul><ul><li>Customer feedback surveys </li></ul></ul>
  3. 3. Where to Start? <ul><li>Build message </li></ul><ul><li>Select recipients </li></ul><ul><li>Analyze results </li></ul>
  4. 4. Building Your Message <ul><li>Shorter, More Frequent Contact </li></ul><ul><ul><ul><li>Regularly scheduled, plus proactive messages </li></ul></ul></ul><ul><li>Customize </li></ul><ul><ul><ul><li>Add custom name fields </li></ul></ul></ul><ul><li>Multimedia, Interactive </li></ul><ul><ul><ul><li>Graphics, photos, videos </li></ul></ul></ul><ul><ul><ul><li>Not just charts </li></ul></ul></ul><ul><li>Call to action </li></ul><ul><ul><ul><li>Ask readers to continue reading on your website (use link) </li></ul></ul></ul>
  5. 5. Selecting Recipients <ul><li>Email </li></ul><ul><ul><ul><li>group messages based on campaign </li></ul></ul></ul><ul><ul><ul><li>client, prospect, life stage, demographic </li></ul></ul></ul><ul><li>Social Media </li></ul><ul><ul><ul><li>publish links on Facebook, Twitter, LinkedIn </li></ul></ul></ul><ul><ul><ul><li>add public messages to your corporate blog </li></ul></ul></ul>
  6. 7. Analyze Results <ul><li>Key metrics </li></ul><ul><ul><li>Replies, clicks, opens </li></ul></ul><ul><li>Improve results </li></ul><ul><ul><li>Review message content </li></ul></ul><ul><ul><ul><li>Relevance: timeliness, clarity, benefit </li></ul></ul></ul><ul><ul><li>Review recipients </li></ul></ul>
  7. 8. Internet Marketing Workshop <ul><li>Want some hands-on training? </li></ul><ul><ul><li>See the selection of workshops at Workshop.Cesarini.ca </li></ul></ul>

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