Your email marketing strategy includes every email scheduled, whether it’s a digital newsletter, promotion, blog post, or personal message. Successful marketers are not managing their lists by hand or in an Excel spreadsheet, or sending individual emails in Gmail. They use an automated system to keep their list organized and to personalize communications with their contacts. How? With a marketing automation system like ONTRAPORT.
To automate your email marketing, you need a few tools:
- Customer Relationship Management (CRM): A place to house and organize your list.
- Landing Pages/Forms: Opportunities on your website to get your website visitors’ contact information and convert them to leads – and then patients.
- Campaigns: A way to reach your contacts based on known history or demographics.
You were referred to me by Rem so let’s cut to the chase…
Top Practices has given you the strategy but you need help getting it done. In the next section, I’m going to assume you need Ontraport support. If you are curious if I know another software (or willing to learn it), please send me an email or contact me here.
Perhaps you find your current software limiting and want to switch. Maybe you’ve already switched and your account has been sitting idle. Here is a list of “new user” tasks that I could complete for you:
- Configuring your contact view
- Creating and customizing fields
- Importing contacts
- Adding tags to contacts
- Segmenting your contacts into lists
- Creating email templates
- Migrating your sequences, forms, and landing pages
Congratulations! You’ve taken the plunge and signed up, now what? Perhaps the team member who was managing your account left the practice and you realize you have no one to keep it going. Maybe you’ve logged in and said, “Oh my! What is all of this!”
Tasks current users need may include:
CRM Management
List imports/exports, tag management, list management, and contact record management
Email Automation
Setup, update, or recreate email campaign sequence
Forms & Landing Pages
Create opt-in forms or landing pages based on your style guidelines, copy, and images
Email Broadcasts
Proofreading, formatting, testing, and scheduling your ongoing email marketing broadcasts
Email Newsletter Management
Formatting, testing, and scheduling your monthly newsletter broadcasts
Does not include copywriting or graphic design
03.
Select Your Service(s)
You may only need your emails and monthly newsletter scheduled (for a start) or a combination of tasks outlined above.
04.
Execution
I begin the work and you breathe a lot easier. ๐