SlideShare a Scribd company logo
Top Tips & Tricks: Tracking and
Measuring
Todd Viau Lori Feldman
1. Monitoring Email Campaigns
2. Tracking & Scoring Emails
3. Creating a Call List
4. ACT! Marketing Results Tab
5. Monitoring Drip Marketing
6. Difference between Swiftpage Email and Drip
Marketing tracking
7. List Clean Up
8. Handling Opt-Outs Strategically
9. Next Advanced Training Date
Warning, Warning Will Rogers!
Template Editor
Browser Incompatibility!
IE or Chrome
Edit Swiftpage Templates in… NOT in…
Tracking Opens/Clicks in Drip Marketing Campaigns
Differences Between Email and
Drip Marketing Tracking
 Email and Drip are modular; there’s no “one-world view”
 Scores are accessed and downloaded from different
places in each module
 Scores must be downloaded from the same machine that
the campaign was sent from
 Email Call Lists can be created “on demand” after a blast
 Drip Marketing Call Lists must be added as a drip stage in
your Drip Marketing Campaign
 “Last 14 Days” Call List includes only email blast info, not
drip marketing info
Easy List Clean Up – www.Exponenciel.com
“Email Address Lookup” - Free
Instructions:
1. Send yourself the Swiftpage
“Unsent” email file from the
Email Summary Report
2. Open report in Excel
3. Sort on “reason”
4. Copy email addresses from each
reason group into the Email
Address Lookup box (left)
5. Create Lookup button
6. In ACT!: Edit > Replace Field
7. Repeat with next “reason”
www.exponenciel.com
/actaddons/actaddon.
aspx?id=134
Leveraging Opt-Outs
<First Name>,
Got your opt-out request and I’ve removed your email address
from future <product>-related emails.
Are you not using <product]> anymore? Do you mind if I ask what
are you using? (I promise this is not a sales gimmick…I just like to
keep up with where the market is going.)
At any rate, hope you are doing well and that you have a great
year.
Best,
<MY:Contact>
<MY:Title>
<MY:Company>
“25 (Secret) Swiftpage Shortcuts”
http://www.thedatabasediva.com/webinar-advanced-swiftpage-strategies-
25-secret-shortcuts/
Date: Monday, April 14, 2014
Time: Noon Central
** Link will be sent to you with the recording of this training **
Next Advanced Swiftpage Training
Q&A
www.TheDatabaseDiva.com
314-485-4350 (US)
Skype: thedatabasediva
Diva@TheDatabaseDiva.com

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Advanced Swiftpage Tips and Tricks

  • 1. Top Tips & Tricks: Tracking and Measuring
  • 2. Todd Viau Lori Feldman
  • 3. 1. Monitoring Email Campaigns 2. Tracking & Scoring Emails 3. Creating a Call List 4. ACT! Marketing Results Tab 5. Monitoring Drip Marketing 6. Difference between Swiftpage Email and Drip Marketing tracking 7. List Clean Up 8. Handling Opt-Outs Strategically 9. Next Advanced Training Date
  • 4. Warning, Warning Will Rogers! Template Editor Browser Incompatibility! IE or Chrome Edit Swiftpage Templates in… NOT in…
  • 5.
  • 6.
  • 7.
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  • 21. Tracking Opens/Clicks in Drip Marketing Campaigns
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  • 24. Differences Between Email and Drip Marketing Tracking  Email and Drip are modular; there’s no “one-world view”  Scores are accessed and downloaded from different places in each module  Scores must be downloaded from the same machine that the campaign was sent from  Email Call Lists can be created “on demand” after a blast  Drip Marketing Call Lists must be added as a drip stage in your Drip Marketing Campaign  “Last 14 Days” Call List includes only email blast info, not drip marketing info
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  • 26. Easy List Clean Up – www.Exponenciel.com “Email Address Lookup” - Free Instructions: 1. Send yourself the Swiftpage “Unsent” email file from the Email Summary Report 2. Open report in Excel 3. Sort on “reason” 4. Copy email addresses from each reason group into the Email Address Lookup box (left) 5. Create Lookup button 6. In ACT!: Edit > Replace Field 7. Repeat with next “reason”
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  • 35. Leveraging Opt-Outs <First Name>, Got your opt-out request and I’ve removed your email address from future <product>-related emails. Are you not using <product]> anymore? Do you mind if I ask what are you using? (I promise this is not a sales gimmick…I just like to keep up with where the market is going.) At any rate, hope you are doing well and that you have a great year. Best, <MY:Contact> <MY:Title> <MY:Company>
  • 36. “25 (Secret) Swiftpage Shortcuts” http://www.thedatabasediva.com/webinar-advanced-swiftpage-strategies- 25-secret-shortcuts/ Date: Monday, April 14, 2014 Time: Noon Central ** Link will be sent to you with the recording of this training ** Next Advanced Swiftpage Training