Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
Patronlink	
  Email	
  Campaign	
  Flow	
  
Start	
  Your	
  Campaign	
  
Once	
  you	
  have	
  built	
  your	
  list	
  within	
  Patronlink,	
  click	
  on	
  the	...
Designing	
  Your	
  Email	
  (Step	
  1	
  of	
  6)	
  Choose	
  I	
  Want	
  To	
  Design	
  My	
  Email	
  and	
  click...
Designing	
  Your	
  Email	
  (Step	
  2	
  of	
  6)	
  
Next	
  you	
  will	
  get	
  a	
  pop	
  up	
  asking	
  you	
  ...
Customize	
  Your	
  Email	
  (Step	
  3	
  of	
  6)	
  
From	
  here	
  you	
  can	
  customize	
  your	
  email.	
  You	...
Customize	
  Your	
  Email	
  (Step	
  3	
  of	
  6)-­‐	
  change	
  the	
  color	
  theme	
  
To	
  change	
  the	
  colo...
Customize	
  Your	
  Email	
  (Step	
  3	
  of	
  6)-­‐	
  Modifying	
  Layout	
  To	
  change	
  the	
  layout	
  select	...
Customize	
  Your	
  Email	
  (Step	
  3	
  of	
  6)-­‐	
  Customizing	
  Content	
  
To	
  customize	
  the	
  content	
 ...
Confirm	
  Plain	
  Text	
  Content	
  (Step	
  4	
  of	
  6)-­‐	
  	
  
You	
  have	
  the	
  opQon	
  of	
  cleaning	
  u...
Test	
  &	
  Approve	
  Email	
  (Step	
  5	
  of	
  6)-­‐	
  	
  
You	
  now	
  can	
  send	
  a	
  test	
  email	
  of	
...
Test	
  &	
  Approve	
  Email	
  (Step	
  5	
  of	
  6)-­‐	
  	
  
Select	
  the	
  Qme	
  and	
  date	
  your	
  wish	
  ...
Accessing/Reviewing/Monitoring	
  Campaigns	
  	
  Select	
  the	
  My	
  Account	
  drop	
  down	
  menu	
  from	
  the	
...
Email	
  Stats	
  From	
  the	
  gear	
  icon	
  select	
  See	
  Stats.	
  	
  You	
  can	
  Re-­‐Blast	
  the	
  email,	...
Upcoming SlideShare
Loading in …5
×

Patronlink DIY Email Campaign Tool- Step by Step

143 views

Published on

A step by step guide to how to use the Patronlink.com email campaign tool. For library outreach and marketing.

Published in: Education
  • Be the first to comment

  • Be the first to like this

Patronlink DIY Email Campaign Tool- Step by Step

  1. 1. Patronlink  Email  Campaign  Flow  
  2. 2. Start  Your  Campaign   Once  you  have  built  your  list  within  Patronlink,  click  on  the  Email  Campaign  bu>on  above  your  list.  This  will   bring  up  pricing  based  on  the  emails  available  per  your  search’s  criteria  and  ask  you  to  name  your  campaign.   Then  click  Get  Started.  
  3. 3. Designing  Your  Email  (Step  1  of  6)  Choose  I  Want  To  Design  My  Email  and  click  Get  Started.  Next  you  will  create  your  Email  Subject  Line  and  make   sure  your  informaQon  is  correct  under  the  Sender’s  Physical  Address  secQon.  Once  complete,  click  Next.  
  4. 4. Designing  Your  Email  (Step  2  of  6)   Next  you  will  get  a  pop  up  asking  you  to  choose  the  Industry  you  are  in-­‐  for  public  libraries  this  would  be  other.    Then   select  conQnue.       Select  the  type  of  email  you  want  to  send  or  scroll  through  the  list  of  all  templates  and  select  the  one  you  would  like  to   work  with.    If  you  have  a  predesigned  template  you  can  upload  it  from  this  page  as  well.      
  5. 5. Customize  Your  Email  (Step  3  of  6)   From  here  you  can  customize  your  email.  You  are  able  to  change  the  color  theme,  modify  the  layout,  and  change  the   content.    When  you  are  done  select  the  next  bu>on.  
  6. 6. Customize  Your  Email  (Step  3  of  6)-­‐  change  the  color  theme   To  change  the  color  theme  select  the  change  color  theme  bu>on.    Choose  the  color  theme  you’d  like  for  the  email  then   press  done.    You  can  modify  this  at  any  Qme  while  in  step  3.      
  7. 7. Customize  Your  Email  (Step  3  of  6)-­‐  Modifying  Layout  To  change  the  layout  select  the  Modify  Layout  bu>on.    Choose  the  elements  you’d  like  to  add.    Drag  and  drop  them  to   the  area  you’d  like  them  in  the  email.      When  complete  press  done.    You  can  modify  the  layout  at  any  pint  in  step  3.  
  8. 8. Customize  Your  Email  (Step  3  of  6)-­‐  Customizing  Content   To  customize  the  content  of  your  email  by  clicking  each  secQon  of  the  email.    A  popup  will  open  and  allow  you  to  modify  the   various  elements  of  the  secQon.    Add  the  text,  images,  and  links  required  for  your  email.  
  9. 9. Confirm  Plain  Text  Content  (Step  4  of  6)-­‐     You  have  the  opQon  of  cleaning  up  the  text  version  of  your  email  for  anyone  who  is  unable  to  receive  HTML   emails.    Click  in  the  grey  text  box  and  edit  as  you  wish.      This  does  not  make  changes  to  the  HTML  version  of  the   email.    When  you  are  saQsfied  with  the  appearance  of  the  text  email,  press  next.  
  10. 10. Test  &  Approve  Email  (Step  5  of  6)-­‐     You  now  can  send  a  test  email  of  the  campaign  to  yourself  and  other  individuals.    Enter  the  email  addresses  into  the  box  and   select  send  test  email.    If  you  want  to  go  back  and  edit  your  email  select  the  back  bu>on  or  the  edit  email  bu>on.    Once  you  are   saQsfied  with  your  email  enter  the  iniQals  of  the  account  holder  and  select  approve  email.              
  11. 11. Test  &  Approve  Email  (Step  5  of  6)-­‐     Select  the  Qme  and  date  your  wish  the  emails  to  be  sent  to  your  list.    List  the  email  address  you  would  like  to  receive  a  copy  of  the   email  blast.    Select  whether  you  have  an  opt-­‐out  list  or  not.    Agree  to  the  terms  and  condiQons.    Once  you  have  selected  next,   credits  for  the  email  blast  are  taken  from  your  accounts  and  the  email  is  placed  in  the  queue.    If  you  don’t  have  the  credits  you   will  be  prompted  for  credit  card  informaQon.  
  12. 12. Accessing/Reviewing/Monitoring  Campaigns    Select  the  My  Account  drop  down  menu  from  the  top  right  corner.    Select  Email  Campaigns.  Select  the  Qtle  of  the   campaign  to  conQnue  working  on  it.    You  can  also  select  the  gear  icon  to  view  stats  take  other  acQons.            
  13. 13. Email  Stats  From  the  gear  icon  select  See  Stats.    You  can  Re-­‐Blast  the  email,  Export  Mailing  List,  or  Copy  the  informaQon.    You  can   view  an  overview,  catergory,  or  tracking  of  the  staQsQcs  as  well.        

×