Newsletter Set Up

  1. Create Form Layout Template using existing form fonts – Paul/Gennaro/Kieron to help
    1. Save in Admin > Form
    2. Naming convention – ‘Network Name’ – Web Form
    3. Add Pardot Javascript to HTML
    4. Add selected Organisation Industry and Organisation Industry Type to HTML
  2. Create Landing Page Content Layout Template based on existing website – Paul/Gennaro/Kieron to manage
  3. Register Form Creation
    1. Naming convention – ‘Network Name’ Register Form
      1. Tags ‘network acronym’ ‘form’ ‘register’
      2. Folder – Membership > Industry/Brand > Forms
  • Campaign – ‘Website Tracking – ‘Network Name’
  1. Use Layout Template from step 1
  1. Form Field creation
    1. Custom Field: Request a Free Trial (Checkbox, text, always display, Add to Public Newsletter List for Network)
    2. Custom Field: Sign up to Newsletter (Checkbox, text, always display, Add to Public Newsletter List for Network)
  • First Name (required, always display)
  1. Last Name (required, always display)
  2. Email (email, required, always display)
  3. Company (required, always display)
  • Job Title (always display)
  • Country (always display)
  1. Phone (always display)
  2. Organisation Industry (dropdown, always display, values based on taxonomy)
  3. Organisation Industry Type (dropdown, always display, values based on taxonomy)
  • Privacy Policy (required, standard description required, always display, values – true/false)
  • 3rd Party (standard description required, always display, values based on taxonomy)
  1. Design – Select Layout Template from previous step (1)
    1. Submit button text = Submit
    2. Select ‘Enable explicit bot protecting using reCAPTCHA’ in advanced section
  2. Completion actions
    1. Add thank you content ‘Thank you, for your submission’
    2. Add to Email Preference lists – Events, Content, 3rd Party (You will need to create these first before adding as a completion item) Save progress and return once complete.
  • Assign to User – General User

 

  1. Emails – Required
    1. Newsletter Auto Responder – See Captive Review for example
    2. Membership Auto Responder Email – See Captive Review for example
    3. Newsletter Nurture Email – See Captive Review for example
    4. Not logged into Trial Email – See Captive Review for example
  2. Lists
    1. Email Preference Lists
      1. Four required – Newsletter, Events, Content & 3rd Party
      2. Naming convention – Email Preferences ‘Network Name’ 01 ‘Type’
  • Folder – Admin/Preference Lists
  1. Always make a public list
  2. Labels
    1. For Newsletter – Subscribe to our newsletter
    2. For Events – Upcoming Events
    3. For Content – Latest Content
  3. Select an email preference page to add to from drop down list – if relevant Email preference centre is not yet listed, re-visit once created
  1. Newsletter List
    1. Required per network – Dynamic List
    2. Folder – Admin/Newsletter Lists
  • Tags – newsletter, ‘network name’
  1. List Rules – is on list ‘Email preferences – ‘network name’ 01 Newsletter
  1. Trials
    1. Name – Network Trials
    2. Folder – Membership/Insurance/Lists
  • Tags – trial, list, acronym
  1. Newsletter Nurture
    1. Name – Network Newsletter Nurture List
    2. Folder – Membership/Insurance/Lists
  • Tags – newsletter, list, acronym, nurture
  1. Dynamic List = True
  2. Rules
    1. Prospect Custom Field – Sign up to newsletter – contains – Acronym
    2. Prospect custom field – Request a free trial – isn’t – Acronym
  3. Preference Centres
    1. Name – ‘Network Name’ – Email Preferences Page
      1. Title – Your contact preferences
      2. Campaign – Website Tracking – Captive Review
  • Layout Template – ‘Network Name’ Landing page template from (2)
  1. Vanity URL – ‘network-name-email-preferences
  1. Associated Lists
    1. Use Email preference lists from above – newsletter, events, content, third party
  2. Form Content
    1. Before – We want to keep in touch with you, but only in ways that you find helpful. // To help us do this, select from options below and click update when finished.
    2. After – Alternatively, if you would no longer like to receive any emails from ‘network’ please unsubscribe here (hyperlink to custom re-direct)
  3. Email Label – Email Address
  4. Email Error – Please input a valid email address
  5. Unsubscribe text link – Opt out from all email communications
  6. Confirm Unsubscribe Text – Are you sure you want to opt out from all future email communications?
  7. Submit Button – Update
  8. Thank you content
  1. Unsubscribe Landing Page
    1. Name – ‘Network Name’ Unsubscribe confirmation
      1. Folder – Admin/Unsubscribes
      2. Title – Unsubscribe Successful
  • Campaign – Website Tracking – ‘Network Name’
  1. Vanity URL – /network-name-unsubscribe-successful
  2. Check – Hide from search engine indexing
  1. No form selected
  2. Content Layout – ‘Network Name’ Landing page template from (2)
  3. Landing Page Content – Leave as is
  1. Custom Re-directs (For FI, HFM HFI and EGR we will have a group one)
    1. Naming Convention – ‘Network Name’ – Unsubscribe opt-out
    2. Folder – Admin/Custom Re-Directs
    3. Campaign – Website Tracking – ‘Network Name’
    4. Destination URL – Use URL for unsubscribe landing page
    5. Completion Actions
      1. Change Prospect Custom Field
      2. Brand Unsubscribe
  • ‘network(s)’
  1. Remove from all relevant lists (newsletter(s), events, content, 3rd Party)
  1. Automation Rules (Will need to be set live to run)
    1. ‘network’ Newsletter Autoresponder
      1. Name – ‘Network Name’ Newsletter Autoresponder
      2. Folder – Membership/Insurance/Rules
  • Tags – newsletter, rule, ‘network acronym’
  1. Rules
    1. Prospect Form – ‘network’ Register Form – was completed successfully and..
    2. Prospect custom field – sign up to Newsletter – contains – ‘network acronym’ and..
    3. Prospect custom field – Request a free trial – doesn’t contain – ‘network acronym’ and..
    4. Create a salesforce task – (subject) acronym newsletter sign up – (assigned to) Kieron Gradwell – (priority) normal – (status) completed – (comments) prospect places into nurture campaign
  2. Actions – Send Prospect Email – ‘Network’ Newsletter Auto-Responder
  1. ‘network’ Trial Autoresponder
    1. Name – ‘Network Name’ Trial Autoresponder
    2. Folder – Membership/Insurance/Rules
  • Tags – trial, rule, ‘network acronym’
  1. Rules
    1. Prospect Form – ‘network’ Register Form – was completed successfully and..
    2. Prospect custom field – Request a free trial – contains – ‘network acronym’
  2. Actions
    1. Send Prospect Email – ‘Network’ Newsletter Auto-Responder
    2. Create Salesforce task
      1. ‘Network’ Trial Requested
      2. Assign to ‘General User’
      3. Priority Normal
      4. Status Not started
      5. Comments – This person has just requested a free trial to ‘Network’ – Please Review within 24 hours
    3. ‘network’ New Trials
      1. Name – ‘network’ New Trials
      2. Folder – Membership/Insurance/Trials
  • Tags – trial, rule, acronym
  1. Rules
    1. Prospect Opportunity – related with properties – opportunity…match all
    2. Prospect opportunity custom field – Product Family – contains – CR AND…
    3. Prospect opportunity default field – stage – is – Trial Only AND..
    4. Prospect opportunity default field – created – less than – 1 days ago AND…
    5. Prospect opportunity status – opportunity created
  2. Actions – Add prospect to list – ‘network’ Trials
  1. Engagement Studio
    1. Name – Network Trialist Engagement
      1. Start – Network Trial List
      2. Listen – Form Handler – ‘network’ Log-In form – Up to a maximum of 3 Days
        1. Yes – End
        2. No – Continue
  • Send Email – Not logged into Trial – Immediately
  1. Listen – Form Handler – ‘network’ Log-In form – Up to a maximum of 3 Days
    1. Yes – End
    2. No – Continue
  2. Notify User – Assigned User
  3. End
  1. Campaigns
    1. Trial Campaign
      1. Name – Network Trial Campaign
      2. Folder – Membership/Insurance/Campaigns/Nurture
  • Tags –trial, campaign, acronym
  1. Newsletter Nurture Campaign
    1. Name – Network Newsletter Nurture Campaign
    2. Folder – Membership/Insurance/Campaigns/Nurture
  • Tags – newsletter, campaign, acronym
  1. Newsletter Campaign
    1. Name – Network Newsletter Campaign
    2. Folder – Membership/Insurance/Campaigns/Newsletter
  • Tags – newsletter, campaign, acronym