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MARKETING AUTOMATION HACKS:

Chris Dennen Digital Marketing Program Manager, Schneider Electric @ChillinInTheDen

Hana Abaza VP Marketing, Uberflip @hanaabaza

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WE WILL SEND THE RECORDING.

Questions? We’ve got answers!

(At the end of the webinar J)

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Join in on

WE WILL SEND THE RECORDING.

Questions? We’ve got answers!

(At the end of the webinar J)

@uberflip

!#MAHacks

!

MEET THE EXPERT

Chris Dennen

Schneider ElectricStreet Cred:

•  Working in the platform since January 2014

•  Nurture path development

•  Targeted sales support campaigns

•  Event support campaigns

•  Re-engagement campaigns

•  Integration of Act-On with paid search campaigns

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LET’S GET HACKING!

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Hack #1: Always Be Scoping

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•  All stakeholders must agree upon success metrics prior to campaign launch

•  Always provide a template for how you need data and ACCEPT NO DEVIATIONS

•  Build multiple checks and balances into the execution process

•  Launch deadlines: under promise and over deliver

Hack #1: Email Campaign Scoping

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Hack #2: Embed Forms in Emails

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Hack #2: Embed Forms in Emails

•  Create the poll, quiz, or question you want to ask as a form•  From the form folder screen click your form’s options tab and

select “Get Public URLs”

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•  Hover over the bar above the URLs•  Click “Get Code”

Hack #2: Embed Forms in Emails

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•  Copy entire HTML code inside the window

Hack #2: Embed Forms in Emails

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•  Navigate to Email Template editor for target email and edit the rich text area

•  Click the HTML button in the bar

•  Find where you want the form to appear on the page in the HTML and paste in the form HTML code (Tip: look for specific words that you want the form to appear under)

Hack #2: Embed Forms in Emails

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•  Your form will show up in the rich text editor

Hack #2: Embed Forms in Emails

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Hack #3: The Landing Page is Dead

Change all the things?

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Get Them Right to the Good Stuff

•  Less pages between the prospect and the content will yield higher conversion rates

•  Only gate high value content – match the buyer’s journey

•  Use a time trigger gate to engage the prospect before asking for any information

Hack #3: The Landing Page is Dead

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How we removed landing pages:•  Implemented Uberflip and began to migrate

our content to our Data Center Resource Center

•  Utilize blocking CTAs on our premium content•  Removed landing pages from our automated

email campaigns in Act-On sending prospects straight to our content when they click on the email CTAs

Hack #3: The Landing Page is Dead

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Hack #4:

Sending Topical Follow-Up Messages

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Use Case: You are running a multi topic nurturing campaign and want to start up conversations between your prospects and your sales/lead reps but you don’t know exactly which products or services interest your prospects yet.

Hack #4:

Sending Topical Follow-Up Messages

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Hack #4: Sending Topical Follow-Up Messages

•  Set up a linear drip program complete with multi-topic email messages

•  Create follow-up messages for each topic in your campaign

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Hack #4: Sending Topical Follow-Up Messages •  Add in a Conditional Branch•  Choose “If Prospect Clicked On Message”•  Select the message above (associated with topic)

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•  Drag in “Wait” and set delay and place under the Conditional Branch

•  Drag in a “Send Email” action and place under the “Wait” and Set your follow-up message to be sent

•  In the “Go To Another Step” set the prospect back on track in the original drip path

Hack #4: Sending Topical Follow-Up Messages

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•  Your Program Flow will look like this

Hack #4: Sending Topical Follow-Up Messages

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RESOURCES

Creating & Integrating Formshttps://support.actonsoftware.com/hc/en-us/articles/204679100?

Automated Programs User Guidehttps://support.actonsoftware.com/hc/en-us/articles/204680340?

10 Ways to Nurture the Buyer’s Journeyhttps://www.act-on.com/ebook/10-ways-nurture-buyers-journey/

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We put the ability to manage and leverage the content experience in the marketer’s hands.

UBERFLIP PUTS MARKETERS IN CONTROL

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Connect your content:

To a beautiful, optimized front-end experience that is:

With built-in tools to:

RESPONSIVEDISCOVERABLE SOCIAL

CONVERT, CONNECT AND UNDERSTAND LEADS

ORGANIZED PERSONALIZED

HOW IT WORKS

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• Auto update•  Smart filters•  Scheduling

• Content score• Uberflip metrics• Marketing Automation

• Create CTAs• Gate Content• Marketing Automation

• Aggregate• Curate• Personalize

Manage Content

Generate Leads

Automate Process

Deliver Insights

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Resource Center Blog Upgrade Content Library

Sales Enablement

UBERFLIP USE CASES

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Supercharge Your Content

•  Sync Contacts

•  Progressive Profiling

•  Track Buyer Journey

•  Trigger Campaigns

•  Gate Premium Content

•  Enhance Lead Scoring

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THE UBERFLIP EXPERIENCE

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QUESTION TIME!

Chris Dennen Digital Marketing Program Manager,

Schneider Electric @ChillinInTheDen

Hana Abaza VP Marketing, Uberflip

@hanaabaza

hub.uberflip.com