T H E C U S T O M E R J O U R N E Y: M A N AG I N G C A M PA I G N S

PR E S E NT E D BY A L E S S A ND RA C E R ES AAC E R E S A @ GR E E NRO PE . C O M

AG E N DA• The Customer Journey

• Jumping on board with customer mapping and campaign management

• Basics of a Campaign

• Creating your Campaign

• Workflows

• Tracking your Campaigns

• NEW FEATURE DEMO: Journeys

The Customer Journey is the path your customer(s) go through when engaging with your company. Use the Customer Journey to Improve the Customer Experience

Understand your customersIdentify holes in your process Discover opportunities Differentiate yourself from your competitorsEstablish consistency in your processConvert more leads into customers

WH AT I S T H E C U S T O M E R JO U R N E Y ?

It begins with your team.

Align your customer journey with your businesses process. Sit down with your team and evaluate your current process. What do you want the customer to experience from the time they first come in contact

with your brand to the time they convert and beyond?

Establish your goals

Review your process

Create your Sales Funnel

Determine your Campaigns

Create your Content

Create your Workflows

Setup your Journeys

Test

8 K E Y AC T I O N S

T H E C A M PA IG N

What is a campaign?

A campaign is a specific and defined series of activities to help generate awareness, obtain leads and drive them down your sales funnel to become paying customers/clients.

Most campaigns have a theme and a very specific end goal.

It begins with your team.

Plan the Campaign

PlanningKeyword SelectionProcess – Customer JourneyLanding PagesMarketing Collateral (carrot) ContentEditorial calendar – emails, social posts, blogs, articlesOffers/PromosCall-to-ActionSocial Media GraphicsWorkflows

T H E C O M P O N EN T S O F A C A M PA IG N

WO R K FLO WSA workflow is a series of Steps and activities that happen over a period of time.

What does this mean for your campaign? - Consistent customer experiences- Streamlined activities/processes- Efficient campaign management - No more lost leads - Timely follow up from sales and/or

marketing- Sales and marketing collaboration- Start Journey

What to think about:- What happens when a lead engages

with your marketing efforts (signup forms, social media, eBook downloads, etc)

- How does your sales process fit into your marketing (lead nurturing process)

Time to TIE it all together

Now that you have established your process, goals, and execution strategy, it’s time to setup and launch your campaign!

Live DEMO

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C A M PA IG N T RAC K IN G

Campaign tracking is critical when identifying your post profitable efforts.

- A/B Testing - www.yourdomain.com?cmp=campaig

nID- Campaigns & Affiliates- CRM Reports - Website tracking - Conversion tracking

DO N ’ T FO R G ET !

Keep these tools in mind when reviewing your campaign and automation:

- Automation Manager > View all of your automation in one place.

- Workflow Manager- Website tracking - Email tracking- Drip campaign tracking - Social media sentiment- Social automation- Lead scoring hot/cold automation

T H A N K YO U FOR L I S T EN I N G A N D E N GAG I N G

P R ES EN T ER EM A I L : AC ER ES A@G R EE EN R OP E . C OMOUR S UP P ORT T EA M: SU P P ORT@G R EE N R OP E . C OM