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Marketing Corner
Ramin Zamani
EVP of Marketing, MindFire
July 1, 2014
What is Marketing Corner?
● Using marketing automation technology to work
smarter (Examples from our own campaigns with MindFire Studio)
● Digital marketing campaign best practices
● Your topics/questions
About MindFire Studio
Create your free account:
mindfirestudio.com
MindFire Studio Marketing Communication Platform
Multi-channel marketing:
Integrate email, direct mail, SMS,
Voice, and more.
Personalization:
Simple to sophisticated workflows
with advanced rules
Turn-key marketing solutions:
Franchises or large organizations
with multiple locations
Kiosk and Web-portals:
Applications within storefronts
What we’ll cover today:
● MindFire Studio productivity tips:
○ Using Program template(s)
○ Creating a global (un)subscription program
○ Using Goals to segment your Target Audience
● New dashboard:
○ Taking your report and analytics to the next level
Your presenters today
Ramin Zamani
EVP of Marketing at MindFire
Creating campaigns for 12+ years
949-265-1271
rzamani@mindfireinc.com
@RaminZamani
http://mindfirestudio.com/blog
Your presenters today
David Rosendahl
Co-founder of MindFire
Leading the Product team
949-375-4459
daver@mindfireinc.com
@DaveRosendahl
Less work, more fun...
MindFire Studio
productivity tips
Work smarter...
Using Program Templates
When?
You run certain campaigns that have similar
workflows:
● Webinar registration campaigns
● Monthly eNewsletters
● eBook download
● ...
How?
Creating a template:
1. Keep what’s constant
2. Abstract what varies (with Content
Variables)
3. Save the Program’s file “as a template”
Using Program templates - Summary
1. Create a Master Program template
2. Include all the frequently used Elements:
a. Target Audience
b. Email
c. Microsite
d. Pages
e. Triggers
f. Notifications
3. Save the Program file as a template.
What we’ll cover today:
● MindFire Studio productivity tips:
○ Using Program template(s)
○ Creating a global (un)subscription program
○ Using Goals to segment your Target Audience
● New dashboard:
○ Taking your report and analytics to the next level
Keeping your data clean...
Creating a global (un)
subscription Program
Managing data (and keeping it clean)
MindFire
Studio
CRM
salesforce
Sales team inputCampaigns forms and emails
Using the system’s “Unsubscribe”
Pros:
● It’s very easy to
use
● Automatically
removes the
contact from all
Programs
Cons:
● Re-subscribing un-
subscribers is not
as easy
● You don’t have any
control over the
process
A Global (un)subscription Program
● Adding a new contact to your Studio
database
● Unsubscribing an existing contact from
your list
Adding a contact
mindfirestudio.net/subscription
Unsubscribing a contact
From emails:
##purl##.mindfirestudio.com/subscription
Direct link:
johnsample35.mindfirestudio.com/subscription
Let’s take a look at the
Program in Studio
Global (un)subscription - Summary
1. Create a custom field (for example “remove”)
2. Create a Program with a form to add or unsubscribe
contacts
3. Use the custom field to exclude unsubscribers from
your target audience
4. Use ##purl##.domainname.com/subdirectory in
your email for unsubscription
What we’ll cover today:
● MindFire Studio productivity tips:
○ Using Program template(s)
○ Creating a global (un)subscription program
○ Using Goals to segment your Target Audience
● New dashboard:
○ Taking your report and analytics to the next level
Success metric(s) +
Segmentation tool
Goals
Goals help you measure your success
How many people registered to the webinar?
How many downloaded the eBook?
Or even undesired ones:
How many people have unsubscribed?
Using Goals in 3 easy steps
1. Set up a Goal in your Account
Configurations
2. Assign a Goal to your “Conversion” Event
with Element(s)
3. Use a Goal in Behavioral Filter to segment
your Target Audience
Goals help you segment your target
● Within a Program:
○ e.g. send a thank you email to those who have
rsvped to this particular event
● Across all Programs:
○ e.g. exclude anyone who has already requested a
demo (in any program)
Standard and Behavioral Filters
Standard
Title
Industry
Geography
Revenue
...
Behavioral
Downloaded our eBook
Requested a demo
Visited our website
Attended a webinar
...
Advanced segmentation with Goals
1. Create your Goals in your global Configurations
2. Assign Goals for “conversion” Events
3. Use Goals in your Behavioral filters to segment your
Target Audience:
a. within one Program
b. across all Programs
What we’ll cover today:
● MindFire Studio productivity tips:
○ Using Program template(s)
○ Creating a global (un)subscription program
○ Using Goals to segment your Target Audience
● New dashboard:
○ Taking your report and analytics to the next level
Taking your campaign reporting &
analytics to the next level
MindFire Studio
Dashboard
[Screenshot of Program]
[Screenshot of Program]
[Screenshot of the Email]
[Screenshot of the Email]
[Screenshot of Microsite Workflow]
[Screenshot of Program]
[Screenshot of Email Scoring Assignment]
Sign up for our 2 day classroom training!
This training course is designed to walk you through different stages of building a multi-channel, multi-touch
marketing campaign with MindFire Studio®
Want to learn more?
Register @ MindFireTraining.com
Our next class is at MindFire HQ in Irvine, CA // August 27th & 28th
Join the LinkedIn Group:
http://bit.ly/marketingcorner
Next Steps:
1. Sign up for a free trial :
http://mindfirestudio.com/free-signup
2. Schedule a 1:1 meeting:
http://mindfirestudio.com/contact
Questions?
Contact us!
Ramin Zamani
949-265-1271
rzamani@mindfireinc.com
@RaminZamani
David Rosendahl
949-375-4459
daver@mindfireinc.com
@DaveRosendahl
Thank you!

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Marketing Corner: How we use marketing automation at MindFire

  • 1. Marketing Corner Ramin Zamani EVP of Marketing, MindFire July 1, 2014
  • 2. What is Marketing Corner? ● Using marketing automation technology to work smarter (Examples from our own campaigns with MindFire Studio) ● Digital marketing campaign best practices ● Your topics/questions
  • 3. About MindFire Studio Create your free account: mindfirestudio.com
  • 4. MindFire Studio Marketing Communication Platform Multi-channel marketing: Integrate email, direct mail, SMS, Voice, and more. Personalization: Simple to sophisticated workflows with advanced rules Turn-key marketing solutions: Franchises or large organizations with multiple locations Kiosk and Web-portals: Applications within storefronts
  • 5. What we’ll cover today: ● MindFire Studio productivity tips: ○ Using Program template(s) ○ Creating a global (un)subscription program ○ Using Goals to segment your Target Audience ● New dashboard: ○ Taking your report and analytics to the next level
  • 6. Your presenters today Ramin Zamani EVP of Marketing at MindFire Creating campaigns for 12+ years 949-265-1271 rzamani@mindfireinc.com @RaminZamani http://mindfirestudio.com/blog
  • 7. Your presenters today David Rosendahl Co-founder of MindFire Leading the Product team 949-375-4459 daver@mindfireinc.com @DaveRosendahl
  • 8. Less work, more fun... MindFire Studio productivity tips
  • 10. When? You run certain campaigns that have similar workflows: ● Webinar registration campaigns ● Monthly eNewsletters ● eBook download ● ...
  • 11. How? Creating a template: 1. Keep what’s constant 2. Abstract what varies (with Content Variables) 3. Save the Program’s file “as a template”
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  • 22. Using Program templates - Summary 1. Create a Master Program template 2. Include all the frequently used Elements: a. Target Audience b. Email c. Microsite d. Pages e. Triggers f. Notifications 3. Save the Program file as a template.
  • 23. What we’ll cover today: ● MindFire Studio productivity tips: ○ Using Program template(s) ○ Creating a global (un)subscription program ○ Using Goals to segment your Target Audience ● New dashboard: ○ Taking your report and analytics to the next level
  • 24. Keeping your data clean... Creating a global (un) subscription Program
  • 25. Managing data (and keeping it clean) MindFire Studio CRM salesforce Sales team inputCampaigns forms and emails
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  • 27. Using the system’s “Unsubscribe” Pros: ● It’s very easy to use ● Automatically removes the contact from all Programs Cons: ● Re-subscribing un- subscribers is not as easy ● You don’t have any control over the process
  • 28. A Global (un)subscription Program ● Adding a new contact to your Studio database ● Unsubscribing an existing contact from your list
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  • 39. Let’s take a look at the Program in Studio
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  • 45. Global (un)subscription - Summary 1. Create a custom field (for example “remove”) 2. Create a Program with a form to add or unsubscribe contacts 3. Use the custom field to exclude unsubscribers from your target audience 4. Use ##purl##.domainname.com/subdirectory in your email for unsubscription
  • 46. What we’ll cover today: ● MindFire Studio productivity tips: ○ Using Program template(s) ○ Creating a global (un)subscription program ○ Using Goals to segment your Target Audience ● New dashboard: ○ Taking your report and analytics to the next level
  • 48. Goals help you measure your success How many people registered to the webinar? How many downloaded the eBook? Or even undesired ones: How many people have unsubscribed?
  • 49. Using Goals in 3 easy steps 1. Set up a Goal in your Account Configurations 2. Assign a Goal to your “Conversion” Event with Element(s) 3. Use a Goal in Behavioral Filter to segment your Target Audience
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  • 52. Goals help you segment your target ● Within a Program: ○ e.g. send a thank you email to those who have rsvped to this particular event ● Across all Programs: ○ e.g. exclude anyone who has already requested a demo (in any program)
  • 53. Standard and Behavioral Filters Standard Title Industry Geography Revenue ... Behavioral Downloaded our eBook Requested a demo Visited our website Attended a webinar ...
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  • 63. Advanced segmentation with Goals 1. Create your Goals in your global Configurations 2. Assign Goals for “conversion” Events 3. Use Goals in your Behavioral filters to segment your Target Audience: a. within one Program b. across all Programs
  • 64. What we’ll cover today: ● MindFire Studio productivity tips: ○ Using Program template(s) ○ Creating a global (un)subscription program ○ Using Goals to segment your Target Audience ● New dashboard: ○ Taking your report and analytics to the next level
  • 65. Taking your campaign reporting & analytics to the next level MindFire Studio Dashboard
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  • 79. [Screenshot of Email Scoring Assignment]
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  • 82. Sign up for our 2 day classroom training! This training course is designed to walk you through different stages of building a multi-channel, multi-touch marketing campaign with MindFire Studio® Want to learn more? Register @ MindFireTraining.com Our next class is at MindFire HQ in Irvine, CA // August 27th & 28th
  • 83. Join the LinkedIn Group: http://bit.ly/marketingcorner
  • 84. Next Steps: 1. Sign up for a free trial : http://mindfirestudio.com/free-signup 2. Schedule a 1:1 meeting: http://mindfirestudio.com/contact
  • 86. Contact us! Ramin Zamani 949-265-1271 rzamani@mindfireinc.com @RaminZamani David Rosendahl 949-375-4459 daver@mindfireinc.com @DaveRosendahl