Silverpop User Group: "A Mere Truffle"

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A MERE TRUFFLE Behind the Glasses July 10, 2012

description

Couldn't make it to our DC User Group? Be sure to check out this presentation for a play-by-play discussion of how we utilized Silverpop to set up the A Mere Truffle site, which features website + Facebook + email integration.

Transcript of Silverpop User Group: "A Mere Truffle"

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A MERE TRUFFLE Behind the Glasses

July 10, 2012

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About Whereoware Online strategy, design, development + marketing The stats: • 12 years in the business • Work with B2B + B2C companies • Philosophy: targeted, personalized, automated

emails • Silverpop partner

• 2011 agency partner of the year • Worked with Silverpop for 7+ years • 40+ Silverpop clients

Twitter: @whereoware About me: Caitlin Kelly, Online Marketing Manager, 3 years of experience with Silverpop

Twitter: @Whereoware

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Website + Facebook + email integration

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“WE WANT TO DO THAT” Website + Facebook + email integration

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Where to begin? Key steps we took: Planned the experience Set up database Created landing pages + web forms Put landing pages on website + Facebook Designed the emails Created the programs Tested, tested, tested!

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Planned the experience

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Our checklist Key steps we took: Planned the experience Set up database Created landing pages + web forms Put landing pages on website + Facebook Designed the emails Created the programs Tested, tested, tested!

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Set up the database Non-keyed database: Created a database that does not have a sync ID

Benefits: • Collect data on a lead

before asking for identifying information

• You can still sync your data intake

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Set up the database Non-keyed database: Created a database that does not have a sync ID

Benefits: • Collect data on a lead

before asking for identifying information

• You can still sync your data intake

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Our checklist Key steps we took: Planned the experience Set up database Created landing pages + web forms Put landing pages on website + Facebook Designed the emails Created the programs Tested, tested, tested!

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Web form overview

• Created all landing pages and forms in one site

• Used clickthrough to populate a form

• Applied CSS to forms to change the standard style

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Created the ‘Favorite’ form Elements: • Progressive form • Dynamic

confirmation page • Linked to another

form

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What is a progressive form? Defined: Form which presents visitors with a series of questions over time Goals: • To collect data from

visitors without overwhelming them

• To decrease form abandonment

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Built a progressive form 1. Chose “Progressive” form type on

‘Manage Site’ tab

2. Arranged fields in the order we wanted them shown

2.

1.

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Built a progressive form 3. Chose the number of fields we wanted shown each time

3.

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What is a dynamic confirmation page? Defined: An automatically tailored exit message based off collected data

Options: • Create dynamic content

on the default confirmation page

• Redirect your form to another a new landing page with dynamic content

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Dynamic content rules

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Dynamic content snapshot

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Dynamic content snapshot

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Confirmation page redirect • Copy the URL

from your landing page + open your original form

• Select the ‘Submit’ button + update the action in Object Properties

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Created the ‘Club’ form

Elements: • Social Sign-In • Contact matching

on ‘Email’ • Confirmation page

links to a ‘show all’ progressive form

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Contact matched on ‘Email’ Even though we have a non-keyed database, we can still contact match, or sync, on the field of our choice

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Progressive form: show all

1. Arranged questions in the appropriate order

2. Selected ‘All’ to ensure the complete form filled out

1.

2.

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Our checklist Key steps we took: Planned the experience Set up database Created landing pages + web forms Put landing pages on website + Facebook Designed the emails Created the programs Tested, tested, tested!

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Added our forms to the website

Form code is provided in Standard Web Form Properties We chose to post our forms via an iframe

1.

2.

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Added our forms to the website Screenshot of the website’s CMS editor with the iframe

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Put our forms on Facebook Screenshot of the website’s CMS editor with the iframe

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Put our forms on Facebook • Searched for Static HTML on Facebook and went to the

app • Clicked ‘Add Static HTML to Page.’ Once it was installed,

we pasted the iframe code into the public content section.

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Our checklist Key steps we took: Planned the experience Set up database Created landing pages + web forms Put landing pages on website + Facebook Designed the emails Created the programs Tested, tested, tested!

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Created the Welcome email Dynamic content criteria: [Favorite Chocolate] contains Dark

DYNAMIC RECIPE NAME

DYNAMIC BACKGROUND

DYNAMIC TWITTER TEXT

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Dynamic Share-to-Twitter text

twitter.com/share?text=Check out my new dark chocolate recipe from @AMereTruffle&url=http://www.ameretruffle.com/darkchocolate.aspx

Created a Share-to-Twitter URL + used the links in dynamic content

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Our checklist Key steps we took: Planned the experience Set up database Created landing pages + web forms Put landing pages on website + Facebook Designed the emails Created the programs Tested, tested, tested!

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Created Welcome program

Defined: email sent X number of hours/days after a visitor signs up for your website/ email list Our set-up: Behavior trigger campaign off form submission

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Checked + configured program Execution Plan: one send, for quick execution Recommend setting up follow-up campaign

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Our checklist Key steps we took: Planned the experience Set up database Created landing pages + web forms Put landing pages on website + Facebook Designed the emails Created the programs Tested, tested, tested!

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Tested, tested, tested!

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Key takeaways

Silverpop has powerful features Integrate the website +

Facebook + email experience Data is key Start off small Test, Test, Test

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Comments + questions

Slides available at: www.slideshare.net/whereoware

Caitlin Kelly [email protected] 703-889-1214

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Website: www.whereoware.com Twitter: @whereoware Facebook: www.facebook.com/whereoware Blog: www.whereoware.com/blog