What's New in ilinkONE Version 8 (June 2012)
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What's New in ilinkONE Version 8 (June 2012)

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In this presentation, interlinkONE's CMO Jason Pinto demonstrates some of the latest enhancements within the ilinkONE Version 8 software. ...

In this presentation, interlinkONE's CMO Jason Pinto demonstrates some of the latest enhancements within the ilinkONE Version 8 software.

The presentation was delivered during a webinar on June 20th, 2012.

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  • Welcome to the webinar, thank you for joining us
  • Quick mention of ilinkONE Version 8… The integrated modules, the development cycle --- releases and quick quotes.
  • Now, there are a lot of features released in the past few months. We only have an hour today, thus, I certainly won’t get to them all .So… the plan is… we will get through a number of them today. Most of them are on the Marketing and CRM side of the software.And then we will invited you to a separate webinar in the next 2 weeks that focuses on the Warehouse and Orders side.Certainly, efforts primarily focused in most recent release on Marketing, Orders, and Fulfillment.
  • Now, please note that we are turning this feature on for all customers… The most common use that we are seeing is sales reps that might be on the road. They could say … I’m going to visit someone in Chicago, show me all prospects that are nearby.This can be combined with other filters as well… such as Type of Contact, Sales Step, etc.
  • We have updated the Manual regarding our software. Now, it is a huge file!So, we are planning on distributing it multiple ways: - We will update the link on your left navigation menu to point to the new PDF - We will add a link to the PDF on the MRC home page - But we are also going to convert this to web-friendly content in the MRC that you’ll be able to search by and easily navigate through.Expect to see that by the end of the week.

Transcript

  • 1. What’s New in ilinkONE Version 8 Webinar: June 20th, 2012 Business Development ProgramWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 2. Housekeeping Notes• Recording Will Be Sent Via Email• Submit Any Questions or Problems• P.S. Thank you for joining us!What’s New in ilinkONE Version 8interlinkONE 2012
  • 3. Today’s DiscussionWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 4. Today’s Webinar• Only so much to fit into one hour!• Today is Primarily Focused on Marketing and CRM items• Orders and Warehouse Webinar: Coming Next!What’s New in ilinkONE Version 8interlinkONE 2012
  • 5. Product EnhancementsWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 6. Contact Management: Lists• In the past, contact “Lists” were only accessible to the user that created them.• The workaround was to view the List results and save it as “Shared Query”.What’s New in ilinkONE Version 8interlinkONE 2012
  • 7. Contact Management: Sharing New Lists• Users can now choose to share lists with othersWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 8. Contact Management: Sharing New Lists: Options• Shared lists can be assigned directly to specific clients and set as viewable for certain Permission levels.What’s New in ilinkONE Version 8interlinkONE 2012
  • 9. Contact Management: Sharing Existing Lists• Step 1: Click the Edit button, select the List • Step 2: Check the “Share with Everyone” boxWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 10. Lists That You Could Start Sharing Today• Holiday Party Invitations• Customer Lists• Employee Lists• PR/Industry Outreach• Newsletter Subscribers• Trade Show Registrants• And moreWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 11. Variable Subject Lines: Email Blasts• In the past, customers could use variables/keywords to customize Subject Lines for Emails that were controlled through “Email Administration”.• This is now possible to do for emails that are sent out through the “Email Blasts” function in Contact Management.What’s New in ilinkONE Version 8interlinkONE 2012
  • 12. Variable Subject Lines: Email BlastsWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 13. Variable Subject Lines: Email Blasts – In ActionWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 14. Ideas for Personalizing Variable Subject Lines• Basic Contact Information: First Name, Company• Location Information: City, State• Previous Purchasing History (based on User-Defined Contact Fields)What’s New in ilinkONE Version 8interlinkONE 2012
  • 15. Tracking Opens for Your Email Blasts• In the past, customers had to place the keyword “{{EmailTemplateTracking}}” inside of their HTML templates in order to track if emails were “opened”.What’s New in ilinkONE Version 8interlinkONE 2012
  • 16. Tracking Opens for Your Emails: Enhancement• You no longer need to manually include the “{{EmailTemplateTracking}}” keyword.• It is now automatically inserted when the Email is sent.• Reporting remains the same!What’s New in ilinkONE Version 8interlinkONE 2012
  • 17. Email Bounces: Collecting and Managing• Our software can process, parse, and report on Emails that have bounced for specific reasons.• In the past, customers needed to: – Include a special “FROM” address (such as Bounce_CustomerName@interlinkONE.com) – Or, ask us to manually process themWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 18. Email Bounces: Collecting and Managing:• This process is now automatically handled!• You can use whatever address you’d like in the FROM• Our system will automatically capture and process the Bounces for you.What’s New in ilinkONE Version 8interlinkONE 2012
  • 19. Email Bounce ReportingWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 20. Coming Soon…• Bounced Emails will appear automatically on: – Email Blast History Report – Contact RecordWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 21. Custom Opt Out Links and Tracking• We do provide the auto-insert option – however, there is limited control over placement, formatting, and wording.• The other option is to include a custom Opt-Out link inside of your HTML template, and then un-check the box above when sending the email.What’s New in ilinkONE Version 8interlinkONE 2012
  • 22. Custom Opt Out Links: Coding• Include whatever text you’d like around the link!• The link must point to a variation of this: – http://www.webfulfillment.com/ilinkONE/subscribe.asp?E =T&EBID={{EmailBlastID}}&UN=1What’s New in ilinkONE Version 8interlinkONE 2012
  • 23. Custom Opt Out Links Benefits!Custom, Formatted MessageEmail Blast Report: Results Page What’s New in ilinkONE Version 8 interlinkONE 2012
  • 24. Mobile-Optimized Landing Page/Survey• HTML Code for Producing Mobile-Optimized Landing Pages, Surveys, Registration Forms, and More• Contact us for more information!• HTML will be made available in the MRC tooWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 25. Contact Search: Zip Code/Radius• On the Contact Search filter page, you can choose to return contacts that fall within X amount of miles from a Zip Code.What’s New in ilinkONE Version 8interlinkONE 2012
  • 26. Automated Marketing Events• This feature allows customers to schedule emails to be sent automatically based on certain data points associated to contacts.What’s New in ilinkONE Version 8interlinkONE 2012
  • 27. Examples/Applications #1Happy Anniversary /Birthday NoticesAn email could be senteach day to any contact’swho happen to have abirthday or anniversary onthat day.What’s New in ilinkONE Version 8interlinkONE 2012
  • 28. Examples/Applications #2Welcome NewMembers /Customers:An email could besent eachday/week/monthto any new recordsthat are flagged as“new customers”.What’s New in ilinkONE Version 8interlinkONE 2012
  • 29. Examples/Applications #3Acknowledge RepeatCustomersAn email could be sent thatincludes a customcoupon/discount code valuebased on someone’s pasthistory or membership level.What’s New in ilinkONE Version 8interlinkONE 2012
  • 30. Examples/Applications #4Membership Levels / LoyaltyProgramsAn email could be sent each dayto anyone that has reached anew Membership Level status.This could be used by: – Casino, Hotels, Airlines, Restaurant, Etc. What’s New in ilinkONE Version 8 interlinkONE 2012
  • 31. NEXT…• To demonstrate how this feature could be utilized in real-life, we will walk through the specifics of a Loyalty Program.What’s New in ilinkONE Version 8interlinkONE 2012
  • 32. Real-Life Application• Company has 4 levels for their customers: None, Bronze, Silver, Gold.• When a customer reaches a new level, the company may want to send them specific email blasts.• ilinkONE Version 8 can help to automate that process for them!What’s New in ilinkONE Version 8interlinkONE 2012
  • 33. How this would work: Overview• UDCFs would be created for the Membership Levels• Unique Email Templates would be created for each Event (i.e. Contact went up to a new level)• You would use the Triggered Events feature to set up when each Email Template should be sent out, and what UDCF field should trigger it.What’s New in ilinkONE Version 8interlinkONE 2012
  • 34. How this would work: Data• A new User-Defined Contact Field would be created titled “Customer Level”. Options for each of their levels would be added too.• The client would supply data on a regular basis, listing their customers and the current level.• That data would be imported into our system.What’s New in ilinkONE Version 8interlinkONE 2012
  • 35. How this could work: Emails• Before any data is imported, you would build a unique email template for each level.• For example: – Template 1: Welcome to the Bronze club – Template 2: Welcome to the Silver club – Template 3: Welcome to the Gold clubWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 36. How this would work: Scheduling• You would then use the Triggered Events functionality to automate which email templates should be sent for each UDCF option for the “Customer Level” field.• You would specify that the “Welcome to Bronze” template is sent whenever a customer goes from “None” to “Bronze”, and that the “Welcome to Silver” template is sent whenever a customer goes from “Bronze” to “Silver”, etc.What’s New in ilinkONE Version 8interlinkONE 2012
  • 37. How this would work: Automatically• Once the Triggered Event is set up, then it’s pretty much a hands-off operation.• Our script would run each night to analyze the latest data that’s been imported.• If it finds a condition has been met for a record, it will send the appropriate email automatically for you.What’s New in ilinkONE Version 8interlinkONE 2012
  • 38. How It Will Work: Step 1• Go to the “Triggered Events” functionality within the ilinkONE Version 8 software.• Click the “Add New Triggered Event” buttonWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 39. How It Will Work: Step 2 • Via this Administration screen, enter the appropriate details describing what this Triggered Event will do.What’s New in ilinkONE Version 8interlinkONE 2012
  • 40. How It Will Work: Conditions• Next, you’ll set up your Conditions. Check out the screenshot above to see examples of that.What’s New in ilinkONE Version 8interlinkONE 2012
  • 41. How It Will Work: Actions• Next, you’ll set up your actions. You would choose and enter the details for which Email should be sent based on each of the Conditions that you created.What’s New in ilinkONE Version 8interlinkONE 2012
  • 42. And that’s it!• From that point on, the ilinkONE Version 8 system will be able to handle the automation of sending the emails.• The Triggered Emails script will run every day, checking to see if any of the Conditions you’ve created have been set. If so, it will execute the Actions.What’s New in ilinkONE Version 8interlinkONE 2012
  • 43. Things to Know!What’s New in ilinkONE Version 8interlinkONE 2012
  • 44. Next Webinar on Product Enhancements• Focused on Online Ordering, Warehouse Management, Client Setup and Rules.• Including: – Phantom Parts – Print Specs – Scheduled Reporting – And more• Stay tuned to your inbox for an invitation!What’s New in ilinkONE Version 8interlinkONE 2012
  • 45. Marketing Resource Center• Recordings, How-to Guides, and More! – http://www.webfulfillment.com/MRCWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 46. Updated Manual: MRC and Left-Navigation MenuWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 47. MFSA Annual Conference• Visit the interlinkONE and Grow Socially booths!• John Foley: “Making Money with Mobile”• Karen DeWolfe: “Saving Time & Money in Warehouse Ops”• Dena Woerner: “Standing Out in a Sea of the Same” What’s New in ilinkONE Version 8 interlinkONE 2012
  • 48. Need Help with Your Marketing Efforts?• Consulting and Development of Marketing Strategies and Plans• Online Marketing Audits• Social Media Management and Monitoring• Website Design and Development• http://GrowSocially.comWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 49. Mobile Solutions http://iFlyMobi.com http://QReateAndTrack.comWhat’s New in ilinkONE Version 8interlinkONE 2012
  • 50. ! THANK YOU!What’s New in ilinkONE Version 8interlinkONE 2012