/
Client Tool Training

Client Tool Training

Training 1

  • Lead Scoring:

    • A way to prioritize leads based on custom attributes

      • Each lead gets a score based on how they interact with the site, the forms they fill out, and the information they give

      • The more info given, the higher the lead score

      • Lead scores can be customized based on dealers’ specific focuses and priorities

    • Walk through algorithm
  • Lists:

    • Allows you to automatically segment leads into leads

      • Sorted by info given/interest on forms and activity on the website

      • Segmentation allows you to send personalized newsletters to potential customers, and separate for differently specialized salespeople

    • Show how to navigate the lists
    • Show how to create a list
      • Find two segments (a make and a vehicle type) and pull a cross-reference list
  • Contact Manager:

    • View all leads

    • Filter leads by lead score/list/owner/source/etc

      • Advanced Search

    • Sort by lead score and click into a user with a high lead score

      • Can assign leads to salespeople

      • Life of the lead breaks down activity on site, forms filled out, emails received, emails opened, and links clicked through on emails

      • Memberships shows emails they've received, on-site traffic, browser used, etc.

      • Can also see associated social profiles

      • Bell icon for assigned leads to notify sales rep when user is on website

Training 2

  • How to use the email creator
    • Templates
      • Drag-and-drop template
    • Drag-and-drop editor
      • content blocks
    • Dynamic and Personalized Content
      • merge variables
      • custom names
      • custom images
      • custom content blocks
    • Send settings
    • Scheduling newsletters
  • How to use the visual workflow creator
    • Triggers
    • Actions
    • Filters
    • Time Delays
    • Sending emails within a workflow

Related content

(AEM) Automated Email Marketing
(AEM) Automated Email Marketing
More like this
Creating Setup Email Templates
Creating Setup Email Templates
More like this
How to Request Setup Emails
How to Request Setup Emails
More like this