Campaign Monitor for Advisors
David Cesarini, BA, FMA
April 21, 2010
Cesarini.caCesarini.ca
Why Campaign Monitor?
• Email newsletters to client, prospects– Advisory practice news, events, service
upgrades– Investment commentary– Customer feedback surveys
Where to Start?
• Build message
• Select recipients
• Analyze results
Building Your Message
• Shorter, More Frequent Contact• Regularly scheduled, plus proactive messages
• Customize• Add custom name fields
• Multimedia, Interactive• Graphics, photos, videos• Not just charts
• Call to action• Ask readers to continue reading on your website
(use link)
Selecting Recipients
• Email• group messages based on campaign• client, prospect, life stage, demographic
• Social Media• publish links on Facebook, Twitter, LinkedIn• add public messages to your corporate blog
Analyze Results
• Key metrics– Replies, clicks, opens
• Improve results– Review message content
• Relevance: timeliness, clarity, benefit
– Review recipients
Internet Marketing Workshop
• Want some hands-on training? – See the selection of workshops at
Workshop.Cesarini.ca