Messaging and Approval Workflow Enhancements Campaign

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Transcript Messaging and Approval Workflow Enhancements Campaign

BriteConnect Integration

Planning Session

Today’s Agenda – – – – – –

Review of Features

   Not a demo or training But please ask questions of an immediate nature Please submit other questions to [email protected]

Messaging and Approval Workflow Enhancements Campaign Enhancements Content Enhancements Database Enhancements Deliverability

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5.2 Overview – An interim release of the Britemoon 5.0 platform – The first release since we joined forces with Click Tactics, Inc.

– The primary benefits of this release are  improved campaign creation efficiency  increased marketing automation 3

Messaging and Approval Workflow Enhancements – – – Homepage Messaging Controls Enhanced Approval Process

Allows for better communications amongst system users leading to improved accuracy

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Homepage Messaging Controls – –

Separate Admin and User Notes Excellent for communication of important events that affect mailing

  Web site down New content templates 5

Enhanced Approval Process –

All

elements can now be subject to approval process 6

Enhanced Approval Process – – –

Upgrade Default gives all users approval rights Turn function on by REMOVING rights from users whom you wish to require approval Approvers should leave these functions checked

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Enhanced Approval Process –

Allows for choice of approver

 Approvers will appear in dropdown 8

Enhanced Approval Process – –

Sends email Provides link to asset or all pending assets

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Enhanced Approval Process –

Provides complete History

All Approvals are available via home screen

Provided you have approval rights

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Campaign Enhancements – – – – – – – – Edit Ongoing Campaigns Campaign Send-out Data Reconciliation Statistics Enhanced Dynamic Content Testing Options Newsletter Preference / Selective Opt-out Support Campaign Throttle Enhancements Auto Append URL Parameters Personalized Reply-To

Automates and streamlines the campaign creation and editing processes, improves testing accuracy and adds additional control and measurement

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Edit Ongoing Campaigns – – Standard campaigns (non dynamic content) are editable after campaign launch, thereby eliminating the need to stop and edit the entire campaign in case of a change to a particular parameter.

Select Attributes

        From Address From Name Subject Response forwarding Reply-to Standard content Campaign throttle Send Date

Best Practices: Suspend Campaign Test Content Changes through cloning

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Campaign Send-out Data Reconciliation Statistics – –

Allows full understanding of Target Group counts Run JUST BEFORE campaign launch

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Enhanced Dynamic Content Testing Options – – –

Automates and streamlines the testing process Improves testing accuracy 2 Step Access

 1. Testing Lists • Create dynamic list 14

Enhanced Dynamic Content Testing Options – – –

Allows for spot check

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To test every permutation, create test data file with one of each possibility The system automatically generates an additional email with a link to an export file for the tester to cross reference with the test emails. The export includes personalized values and content element names.

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Automates and streamlines the testing process Improves testing accuracy 2 Step Access

 1. Testing Lists • Create dynamic list  2. Testing Campaign • Select dynamic list • Choose number of permutations 15

Enhanced Dynamic Content Testing Options 16

Newsletter Preference / Selective Opt-out Support – – – –

All data will be positive for selected newsletter where there is no previous value (‘Y’ or ‘1’) Does not overwrite opt out value (‘N’ or ‘0’) Imports with manual mapping of opt-in preferences will overwrite any value in the database Reporting includes the breakdown of selective opt-outs by newsletter

Improved management and reporting for marketers who maintain user accessible preference forms with selective newsletter subscription functionality (e.g., opt-out of one, but not all newsletters).

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Campaign Throttle Enhancements –

Allows for specific delivery

 Ex. NOT during work hours 18

Auto Append URL Parameters – –

Easily append tracking codes to all Britemoon tracked links Instantly add BriteTrack

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Personalized Reply-To – –

Easily track sources Instantly add BriteTrack

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Content Enhancements – – – – – Auto Link Naming Content Feed External Content Personalization Microsoft Character Translation Support

Reduces time-to-market for campaign creation with simplified processes.

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Auto Link Naming – Entering most commonly used links and their names  Works across campaigns • • Saves time

Facilitates super reports

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Auto Link Naming – Entering most commonly used links and their names  Works across campaigns • • Saves time

Facilitates super reports

– Tagging the HTML link tags with a name id Click here  Takes precedence over common entries (above) 

Ideal for link names when Clicktactics is managing your campaign and content creation

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Auto Link Naming 24

Content Feed – 5.2 includes functionality to load content into Britemoon in one step. Upon zip file or individual file load, Britemoon will automatically:     

Enter html Enter text Load images Reference images in html Track links (using the Auto Link Naming feature)

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External Content Personalization – – Pull content feeds from external websites for use within the Content module.

Supports certain instances of RSS as well as any site with tagged content.

Delivers CURRENT snap-shot 26

Microsoft Character Translation Support – 5.2 functionality includes conversion to the proper compatible character upon import for characters often substituted by Microsoft Word for presentation purposes   Eliminates “?”s from content Automatic conversion each time content is saved 27

Database Enhancements – – – Money Attribute  Create money type in the “custom fields” section of the user interface.  Money attributes personalize to two decimal places; and support four decimal places upon import and export.

 Act as integer with monetary value Importing Multi-Valued Fields  Automated FTP and manual import process supports the import of files with multi-valued fields.

 File delimiters define both the primary delimiter and multi-valued field delimiter. (e.g. | for primary and ; for multi-valued fields)

Provides added flexibility to database

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Deliverability – – – Bounce Management Enhancements SPF and Sender ID support

Improves deliverability speed and accuracy while adding compliance to important authentication initiatives leading to increased deliverability

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Bounce Management Enhancements – – Allows for setting of retry parameters  Default 3/15 is ESPC standard  If you mail less than 3 times in 15 days, set date number higher Definition of Hard Bounces 30

Thank You!

For questions please contact: Andrew Steinhouse Account Manager [email protected]

781-487-7544

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