- Create Form Layout Template using existing form fonts – Paul/Gennaro/Kieron to help
- Save in Admin > Form
- Naming convention – ‘Network Name’ – Web Form
- Add Pardot Javascript to HTML
- Add selected Organisation Industry and Organisation Industry Type to HTML
- Create Landing Page Content Layout Template based on existing website – Paul/Gennaro/Kieron to manage
- Register Form Creation
- Naming convention – ‘Network Name’ Register Form
- Tags ‘network acronym’ ‘form’ ‘register’
- Folder – Membership > Industry/Brand > Forms
- Naming convention – ‘Network Name’ Register Form
- Campaign – ‘Website Tracking – ‘Network Name’
- Use Layout Template from step 1
- Form Field creation
- Custom Field: Request a Free Trial (Checkbox, text, always display, Add to Public Newsletter List for Network)
- Custom Field: Sign up to Newsletter (Checkbox, text, always display, Add to Public Newsletter List for Network)
- First Name (required, always display)
- Last Name (required, always display)
- Email (email, required, always display)
- Company (required, always display)
- Job Title (always display)
- Country (always display)
- Phone (always display)
- Organisation Industry (dropdown, always display, values based on taxonomy)
- 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)
- Design – Select Layout Template from previous step (1)
- Submit button text = Submit
- Select ‘Enable explicit bot protecting using reCAPTCHA’ in advanced section
- Completion actions
- Add thank you content ‘Thank you, for your submission’
- 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
- Emails – Required
- Newsletter Auto Responder – See Captive Review for example
- Membership Auto Responder Email – See Captive Review for example
- Newsletter Nurture Email – See Captive Review for example
- Not logged into Trial Email – See Captive Review for example
- Lists
- Email Preference Lists
- Four required – Newsletter, Events, Content & 3rd Party
- Naming convention – Email Preferences ‘Network Name’ 01 ‘Type’
- Email Preference Lists
- Folder – Admin/Preference Lists
- Always make a public list
- Labels
- For Newsletter – Subscribe to our newsletter
- For Events – Upcoming Events
- For Content – Latest Content
- 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
- Newsletter List
- Required per network – Dynamic List
- Folder – Admin/Newsletter Lists
- Tags – newsletter, ‘network name’
- List Rules – is on list ‘Email preferences – ‘network name’ 01 Newsletter
- Trials
- Name – Network Trials
- Folder – Membership/Insurance/Lists
- Tags – trial, list, acronym
- Newsletter Nurture
- Name – Network Newsletter Nurture List
- Folder – Membership/Insurance/Lists
- Tags – newsletter, list, acronym, nurture
- Dynamic List = True
- Rules
- Prospect Custom Field – Sign up to newsletter – contains – Acronym
- Prospect custom field – Request a free trial – isn’t – Acronym
- Preference Centres
- Name – ‘Network Name’ – Email Preferences Page
- Title – Your contact preferences
- Campaign – Website Tracking – Captive Review
- Name – ‘Network Name’ – Email Preferences Page
- Layout Template – ‘Network Name’ Landing page template from (2)
- Vanity URL – ‘network-name-email-preferences
- Associated Lists
- Use Email preference lists from above – newsletter, events, content, third party
- Form Content
- 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.
- After – Alternatively, if you would no longer like to receive any emails from ‘network’ please unsubscribe here (hyperlink to custom re-direct)
- Email Label – Email Address
- Email Error – Please input a valid email address
- Unsubscribe text link – Opt out from all email communications
- Confirm Unsubscribe Text – Are you sure you want to opt out from all future email communications?
- Submit Button – Update
- Thank you content
- Unsubscribe Landing Page
- Name – ‘Network Name’ Unsubscribe confirmation
- Folder – Admin/Unsubscribes
- Title – Unsubscribe Successful
- Name – ‘Network Name’ Unsubscribe confirmation
- Campaign – Website Tracking – ‘Network Name’
- Vanity URL – /network-name-unsubscribe-successful
- Check – Hide from search engine indexing
- No form selected
- Content Layout – ‘Network Name’ Landing page template from (2)
- Landing Page Content – Leave as is
- Custom Re-directs (For FI, HFM HFI and EGR we will have a group one)
- Naming Convention – ‘Network Name’ – Unsubscribe opt-out
- Folder – Admin/Custom Re-Directs
- Campaign – Website Tracking – ‘Network Name’
- Destination URL – Use URL for unsubscribe landing page
- Completion Actions
- Change Prospect Custom Field
- Brand Unsubscribe
- ‘network(s)’
- Remove from all relevant lists (newsletter(s), events, content, 3rd Party)
- Automation Rules (Will need to be set live to run)
- ‘network’ Newsletter Autoresponder
- Name – ‘Network Name’ Newsletter Autoresponder
- Folder – Membership/Insurance/Rules
- ‘network’ Newsletter Autoresponder
- Tags – newsletter, rule, ‘network acronym’
- Rules
- Prospect Form – ‘network’ Register Form – was completed successfully and..
- Prospect custom field – sign up to Newsletter – contains – ‘network acronym’ and..
- Prospect custom field – Request a free trial – doesn’t contain – ‘network acronym’ and..
- Create a salesforce task – (subject) acronym newsletter sign up – (assigned to) Kieron Gradwell – (priority) normal – (status) completed – (comments) prospect places into nurture campaign
- Actions – Send Prospect Email – ‘Network’ Newsletter Auto-Responder
- ‘network’ Trial Autoresponder
- Name – ‘Network Name’ Trial Autoresponder
- Folder – Membership/Insurance/Rules
- Tags – trial, rule, ‘network acronym’
- Rules
- Prospect Form – ‘network’ Register Form – was completed successfully and..
- Prospect custom field – Request a free trial – contains – ‘network acronym’
- Actions
- Send Prospect Email – ‘Network’ Newsletter Auto-Responder
- Create Salesforce task
- ‘Network’ Trial Requested
- Assign to ‘General User’
- Priority Normal
- Status Not started
- Comments – This person has just requested a free trial to ‘Network’ – Please Review within 24 hours
- ‘network’ New Trials
- Name – ‘network’ New Trials
- Folder – Membership/Insurance/Trials
- Tags – trial, rule, acronym
- Rules
- Prospect Opportunity – related with properties – opportunity…match all
- Prospect opportunity custom field – Product Family – contains – CR AND…
- Prospect opportunity default field – stage – is – Trial Only AND..
- Prospect opportunity default field – created – less than – 1 days ago AND…
- Prospect opportunity status – opportunity created
- Actions – Add prospect to list – ‘network’ Trials
- Engagement Studio
- Name – Network Trialist Engagement
- Start – Network Trial List
- Listen – Form Handler – ‘network’ Log-In form – Up to a maximum of 3 Days
- Yes – End
- No – Continue
- Name – Network Trialist Engagement
- Send Email – Not logged into Trial – Immediately
- Listen – Form Handler – ‘network’ Log-In form – Up to a maximum of 3 Days
- Yes – End
- No – Continue
- Notify User – Assigned User
- End
- Campaigns
- Trial Campaign
- Name – Network Trial Campaign
- Folder – Membership/Insurance/Campaigns/Nurture
- Trial Campaign
- Tags –trial, campaign, acronym
- Newsletter Nurture Campaign
- Name – Network Newsletter Nurture Campaign
- Folder – Membership/Insurance/Campaigns/Nurture
- Tags – newsletter, campaign, acronym
- Newsletter Campaign
- Name – Network Newsletter Campaign
- Folder – Membership/Insurance/Campaigns/Newsletter
- Tags – newsletter, campaign, acronym