marketing corner: how we use marketing automation at mindfire

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Marketing Corner Ramin Zamani EVP of Marketing, MindFire July 1, 2014

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Ramin Zamani, EVP of Marketing, and Dave Rosendahl, Co-founder of MindFire, present the first Marketing Corner educational webinar, and take you to a behind-the-scene tour on how MindFire uses marketing automation to run marketing campaigns. Here's what's being covered in this presentation: -- Managing (un)subscriptions with a master program -- Using template(s) to boost your productivity -- Advanced Target Audience segmentation using “Goals” and “Scores” -- Introducing the new dashboard in MindFire Studio If you want to wrap your head around buzzwords like lead nurturing, lead scoring, drip campaigns, and marketing automation, and would like to learn fast and easy ways to increase your productivity with MindFire Studio, the Marketing Corner is for you!

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Page 1: Marketing Corner: How we use marketing automation at MindFire

Marketing CornerRamin Zamani

EVP of Marketing, MindFire

July 1, 2014

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What is Marketing Corner?

● Using marketing automation technology to work smarter (Examples from our own campaigns with MindFire Studio)

● Digital marketing campaign best practices

● Your topics/questions

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About MindFire Studio

Create your free account:mindfirestudio.com

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MindFire Studio Marketing Communication Platform

Multi-channel marketing: Integrate email, direct mail, SMS,

Voice, and more.

Personalization:Simple to sophisticated workflows

with advanced rules

Turn-key marketing solutions:Franchises or large organizations

with multiple locations

Kiosk and Web-portals:Applications within storefronts

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What we’ll cover today:

● MindFire Studio productivity tips:○ Using Program template(s)○ Creating a global (un)subscription program○ Using Goals to segment your Target Audience

● New dashboard:○ Taking your report and analytics to the next level

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Your presenters today

Ramin ZamaniEVP of Marketing at MindFireCreating campaigns for 12+ years

949-265-1271

[email protected]

@RaminZamani

http://mindfirestudio.com/blog

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Your presenters today

David RosendahlCo-founder of MindFireLeading the Product team

949-375-4459

[email protected]

@DaveRosendahl

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Less work, more fun...

MindFire Studio productivity tips

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Work smarter...

Using Program Templates

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When?

You run certain campaigns that have similar workflows:

● Webinar registration campaigns● Monthly eNewsletters● eBook download● ...

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How?

Creating a template:1. Keep what’s constant 2. Abstract what varies (with Content

Variables)3. Save the Program’s file “as a template”

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Using Program templates - Summary

1. Create a Master Program template2. Include all the frequently used Elements:

a. Target Audienceb. Emailc. Microsited. Pagese. Triggersf. Notifications

3. Save the Program file as a template.

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What we’ll cover today:

● MindFire Studio productivity tips:○ Using Program template(s)○ Creating a global (un)subscription program○ Using Goals to segment your Target Audience

● New dashboard:○ Taking your report and analytics to the next level

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Keeping your data clean...

Creating a global (un)subscription Program

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Managing data (and keeping it clean)

MindFire Studio

CRMsalesforce

Sales team inputCampaigns forms and emails

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Using the system’s “Unsubscribe”

Pros:● It’s very easy to

use● Automatically

removes the contact from all Programs

Cons:● Re-subscribing un-

subscribers is not as easy

● You don’t have any control over the process

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A Global (un)subscription Program

● Adding a new contact to your Studio database

● Unsubscribing an existing contact from your list

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Adding a contact

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mindfirestudio.net/subscription

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Unsubscribing a contact

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From emails:##purl##.mindfirestudio.com/subscription

Direct link:johnsample35.mindfirestudio.com/subscription

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Let’s take a look at the Program in Studio

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Global (un)subscription - Summary

1. Create a custom field (for example “remove”)2. Create a Program with a form to add or unsubscribe

contacts3. Use the custom field to exclude unsubscribers from

your target audience4. Use ##purl##.domainname.com/subdirectory in

your email for unsubscription

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What we’ll cover today:

● MindFire Studio productivity tips:○ Using Program template(s)○ Creating a global (un)subscription program○ Using Goals to segment your Target Audience

● New dashboard:○ Taking your report and analytics to the next level

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Success metric(s) +Segmentation tool

Goals

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Goals help you measure your success

How many people registered to the webinar?How many downloaded the eBook?

Or even undesired ones:How many people have unsubscribed?

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Using Goals in 3 easy steps

1. Set up a Goal in your Account Configurations

2. Assign a Goal to your “Conversion” Event with Element(s)

3. Use a Goal in Behavioral Filter to segment your Target Audience

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Goals help you segment your target

● Within a Program:○ e.g. send a thank you email to those who have

rsvped to this particular event● Across all Programs:

○ e.g. exclude anyone who has already requested a demo (in any program)

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Standard and Behavioral Filters

StandardTitle

IndustryGeography

Revenue...

BehavioralDownloaded our eBook

Requested a demoVisited our websiteAttended a webinar

...

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Advanced segmentation with Goals

1. Create your Goals in your global Configurations2. Assign Goals for “conversion” Events3. Use Goals in your Behavioral filters to segment your

Target Audience:a. within one Programb. across all Programs

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What we’ll cover today:

● MindFire Studio productivity tips:○ Using Program template(s)○ Creating a global (un)subscription program○ Using Goals to segment your Target Audience

● New dashboard:○ Taking your report and analytics to the next level

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Taking your campaign reporting & analytics to the next level

MindFire StudioDashboard

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[Screenshot of Program]

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[Screenshot of Program]

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[Screenshot of the Email]

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[Screenshot of the Email]

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[Screenshot of Microsite Workflow]

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[Screenshot of Program]

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[Screenshot of Email Scoring Assignment]

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Sign up for our 2 day classroom training!This training course is designed to walk you through different stages of building a multi-channel, multi-touch

marketing campaign with MindFire Studio®

Want to learn more?

Register @ MindFireTraining.comOur next class is at MindFire HQ in Irvine, CA // August 27th & 28th

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Join the LinkedIn Group:http://bit.ly/marketingcorner

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Next Steps:

1. Sign up for a free trial :http://mindfirestudio.com/free-signup

2. Schedule a 1:1 meeting:http://mindfirestudio.com/contact

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Questions?

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Contact us!

Ramin Zamani949-265-1271

[email protected]

@RaminZamani

David Rosendahl949-375-4459

[email protected]

@DaveRosendahl

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Thank you!