Christine LucMarketing SpecialistJanuary 16, 2013
We Merge   Marketing tech   Engaging content   Compliance   Expert guidance   Ease of use
Who We AreSan Francisco, California        Cameron                            Christine        Co-Founder                 ...
What are we covering today?• How to import contacts and segment contacts into groups• How to set up an email newsletter• H...
• Import contacts via .CSV or VCard!• Create groups from your contacts
For more details on how to export contacts from your email client:How to Import Contacts Into AdvisorDeck
Name = name of email newsletter. This will not be visible to readers.
Import blog posts or recently created content pages!
Success tips:- Include one main call-to-action    - Do not email your readers for no reason.    - Provide a specific oppor...
Opportunities to offer readers:Stumped on picking a call-to-action?- Examples:  - Promote a seminar or other event you’re ...
Integrate with other marketing:- Leverage blog content using automatic content features- Use in conjunction with social me...
QUESTIONS
Getting Started• Go to advisordeck.com and create a new account• Follow the guided setup process• Support and best practic...
Integrating Email and Social Marketing
Integrating Email and Social Marketing
Integrating Email and Social Marketing
Integrating Email and Social Marketing
Integrating Email and Social Marketing
Integrating Email and Social Marketing
Integrating Email and Social Marketing
Integrating Email and Social Marketing
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Integrating Email and Social Marketing

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AdvisorDeck now supports sending email newsletters! Join us as we walk through creating a newsletter step by step.We’ll go over setting up a newsletter and discuss helpful best practices tips for crafting your very own newsletter. Maximize the value of your social media marketing through email newsletters and find out how you can take advantage of this great marketing channel.

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  • Hello! Welcome to our webinar on Integrating Email and Social Marketing. Here at AdvisorDeck, we schedule a webinar regularly to provide a touch point for those interested in the platform to see it in action and for current customers to get updates on our roadmap as well as tips on marketing best practices. I’m Christine Luc and I’m the marketing lead for AdvisorDeck, and I will be walking through setting up an email newsletter, pulling in existing content from your AdvisorDeck account, and best practices tips for emails. I’ll leave some time for Q+A afterward. Please use the “questions” box in GoToWebinar to submit questions along the way, and I’ll walk through them at the end of the call.
  • For those of you that aren’t familiar with AdvisorDeck, AdvisorDeck is an online marketing suite for financial advisors that brings together various online marketing tools that are vital to the financial services space. We offer blogging and social media scheduling tools. We pair that with FINRA-approved content by leading resources in the AdvisorDeck Marketplace. All of that is supported by compliant archiving services as well as extensive resources for marketing best practices, including webinars such as this one.
  • In our webinars we usually show off our great staff who have fantastic industry experience. Cameron, the co-founder has worked for a wide range of digital media and social products, including PBS.org, WIRED Science, and the White House before working at AdvisorDeck. We’re backed by Lincoln Collins and Wade Dokken of WealthVest Marketing.
  • To first create an email campaign, save your contacts in Vcard or .CSV format and click the Import button from the Contacts tab of the AdvisorDeck platform. Step 1: Contacts tabClick + ImportMention that you can import via .CSV or VcardWalk through Contacts app in MacShow how to export with VcardView Contact in Contacts tabClick expand, give it a label, click Update Groups to save label
  • You’ll see this window when you click Import. Make sure that you have permission to email these contacts by clicking the checkbox. If they opt-in to your emails this will ensure that your email marketing efforts are worthwhile. The link in this slide explains how to import contacts using Outlook, Gmail, and Apple Contacts.
  • To set up an email newsletter, click the Messages tab, click the Email button and you’ll see this view. Name your newsletter a name that’ll be easy for you to recognize when you view all of your online marketing communications. Your readers will not see this name.Next, pick out a layout or “template” for your email. You can click “New” to create a new template.Name = name of email newsletter. This will not be visible to readersPick out a template for your newsletterClick New to create a new template
  • TemplatesWhen you create a template, AdvisorDeck pulls in the default template as a base for you to use as your foundation.Name your template here. This name will only be visible to people creating emails in your account, not to all AdvisorDeck users.Include a default subject line for your template. You can change this subject line each time you apply the template, so the default subject only serves as a placeholder.You can click the HTML button to erase the entire template and start fresh. Let’s review things you need to keep to have an operating template.
  • First off, you want to keep this “blurb” template tag above. You can move it around as you wish but it needs to remain in your template so that users will be able to preview the body of your newsletter before clicking an email open.This template tag (body|safe) here also needs to remain so that you can fill out this section with content each time you use the template. AdvisorDeck automatically pulls in your social networks here.You can edit your disclaimer text at the bottom but keep it there to follow federally regulated email marketing guidelines.The unsubscribe link is also required in your newsletter to follow federally regulated email marketing guidelines.When playing around with the template, you can add rows or columns.This heading here is pulled in from your business profile, but you can change it to be a logo by uploading a picture instead.
  • When choosing recipients, you can select specific groups that you create from your Contacts page.You can create multiple groups and send to multiple groups at once. If you have the same contact labeled as part of multiple groups, each email address will receive only one instance of that email. No duplicate emails to worry about!
  • After you click Save & Next, you’ll see this Content view. The subject is the subject line you’ll create for your newsletter.The preview blurb is the blurb that readers will see before clicking your email open.- One of our biggest features is the ability to insert summaries. You can insert your 4 most recent blog posts or your 4 most recent pieces of website content.
  • Here’s a view of what inserting a summary looks like. There’s a lot of flexibility with inserting summaries. Once you insert it, you can tweak the amount of content you want to include or add pictures.Recipient tags are a way to personalize your email. In the body of this email is an example of a recipient tag that will pull in the first name of each Contact in your group. Right now you can dynamically insert first name, last name or the whole name, and in the future we’ll expand the amount of tags you can use.
  • - In the Preview view, you can see preview what your email will look like. Toggle between previous and next here to see what each recipient will see.
  • Once again, here are the social networks automatically pulled in to your newsletter template, as well as the disclaimer and unsubscribe link.
  • In the Send view, you can schedule your email to be sent now or sent later according to your local time zone. With scheduling, you can schedule a series of emails!
  • How much do Email Newsletters cost? – In this beta version, we’re offering Newsletters to all of our users for free.
  • Integrating Email and Social Marketing

    1. 1. Christine LucMarketing SpecialistJanuary 16, 2013
    2. 2. We Merge Marketing tech Engaging content Compliance Expert guidance Ease of use
    3. 3. Who We AreSan Francisco, California Cameron Christine Co-Founder Marketing SpecialistLeadership & backing Lincoln Collins Wade Dokken • Co-Founder, • Co-Founder, WealthVest Marketing WealthVest Marketing • Fmr. CEO The • Fmr. CEO American Hartford Europe Skandia • Fmr. COO American Skandia
    4. 4. What are we covering today?• How to import contacts and segment contacts into groups• How to set up an email newsletter• How to create a new newsletter template• Email marketing best practices and cross-promotional tips• Your questions!
    5. 5. • Import contacts via .CSV or VCard!• Create groups from your contacts
    6. 6. For more details on how to export contacts from your email client:How to Import Contacts Into AdvisorDeck
    7. 7. Name = name of email newsletter. This will not be visible to readers.
    8. 8. Import blog posts or recently created content pages!
    9. 9. Success tips:- Include one main call-to-action - Do not email your readers for no reason. - Provide a specific opportunity for readers to engage with you.- Don’t put in a lot of pictures - If your newsletter takes too long to load, readers may just close it without reading- Use colors that are easy to read - If you find yourself squinting to read your newsletter on a screen, change the colors so that you are no longer squinting.- Only email people that opted into getting emails from you- Schedule your emails at a time when people are likely to read
    10. 10. Opportunities to offer readers:Stumped on picking a call-to-action?- Examples: - Promote a seminar or other event you’re hosting - Encourage appointments for a regular financial update - Tell your readers about an upcoming TV or radio segment - Inform them of your most recent blog posts - Let them know you’ve published a useful financial calculator or other helpful resource on your website
    11. 11. Integrate with other marketing:- Leverage blog content using automatic content features- Use in conjunction with social media updates- Encourage social followers to connect via Facebook and contacts forms to get your timely updates
    12. 12. QUESTIONS
    13. 13. Getting Started• Go to advisordeck.com and create a new account• Follow the guided setup process• Support and best practices• Questions? support@advisordeck.com

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