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  • KNOWLEDGE BASE
  • Operations
  • Marketing

Marketing

operations marketing

The Marketing Tool within Vision allows your team to easily plan, create, and track your marketing initiatives using a familiar format. Having the Marketing Tool fully integrated with your network allows you to easily manage and accurately assess touch points, leading to increased subscriber base growth.

  • View/Edit Campaign
    • Add Note
    • Edit Associations
    • Workflows
    • Attachments 
    • Send Email 
    • Send SMS
    • Email Report  
    • Add Associations From Map
    • Add Post to Facebook
  • Add Campaign
  • Marketing Campaign Admin
    • Statuses
    • Priorities
    • Categories
  • Marketing Campaign Reports 
    • Email Opt Out and Email Opt In
  • Public Shopping Cart Logs 

Learn more about Vision's Public Shopping Cart, Email Templates, and SMS Templates here. 


From the menu click Operations and then Marketing. Here you can view all open, monitoring, planning, and closed campaigns. Click on a campaign description to view more information.

View Campaigns.png

View/Edit Campaign


Campaigns within Vision are set up similarly to Tickets. Click a field on the Campaign to make changes (assignments, priorities, etc.).

Campaign Log .png

Click on the gear icon settings-24px.svg to change the display settings.  

Settings .png

Below the Campaign card you have the following toolbar options:

  • refresh-24px.svg Refresh the Log
  • comment-24px.svg Add a Note
  • healing-24px.svg Edit Associations
  • timeline-24px.svg Workflows
  • attachment-24px.svg Attachments
  • email-24px.svg Send an Email to Subscribers
  • mobile_screen_share-24px.svg Send an SMS to Subscribers 
  • get_app-24px.svg Download Associated Subscribers CSV
  •  Email Report 
  •  Add Associations From Map 
  •  Add Post to Facebook
Tool Bar.png

Add Note

Add notes to the campaign log using the content editor. When finished click ADD NOTE.

Notes can include items like screenshots of advertising pieces (postcards, doorhangers, print ads, etc) and desired talking points for sales reps to use when talking to leads over the phone.  

Add Note .png

Edit Associations

Here you can view Subscribers Associated with this Campaign. Use the 3-Dot menu to add more Subscriber Associations. Click on the gear icon to change the column display options. You can search for associations within the list. You can select rows to delete or delete particular subscribers you do not want to include in the marketing campaign. You can also download the CSV file.

Add Associations_2.png
Add Associations .png

Workflows

Adding Workflows will ensure that tasks associated with a Marketing Campaign are followed. You can tell which associated Workflows are complete and which are in process.  You can either start a new Dynamic Workflow or choose from a Service Area Workflows created in the past. Click on the workflow ID number to view the workflow or click on the drop-down arrow to view more information.

Workflows .png
Service Area WF.png
Dynamic Workflow.png

Attachments

Here you can view and add relevant attachments to this Campaign.

Attachments .png

Send an Email

Here you can create and send an email to associated Subscribers. You can either create a new message or use a previously created template. At the bottom you can select cancel, send a test email, save as a template, or send the email. The option to send an email will only display if there is at least one subscriber email associated with the campaign. You have capability to add emojis in subject line of the message. Emails sent do have an interface that is compliant with Gmail. When creating an email, subscriber variables (#subscriberfirstname) are added to customize the emails with the subscriber’s name. An email footer is added to all marketing campaign emails and is customizable through the admin interface.

Email_3.png
Email_5.png

SMS Subscribers

Here you can send an SMS message to associated subscribers. You can either create a new message or use a previously created template. At the bottom you can select you can select cancel, send a test SMS, save as a template, or send the SMS.

SMS_3.png

Email Report 

Here you can see the Email Reports from a campaign. You can view how many associated subscribers opened and clicked the marketing event email. You can also view how many emails bounced. At the bottom of the page you can view the original email body.

Email Report.png

Add Associations From Map 

Adding subscribers to a campaign based on a shape on the map is a simple way to make sure you are including the correct service area to a campaign.

When you are on the specific marketing campaign page, select the Add Associations From Map icon. From the base map, click on the toggle map layers icon and select the subscriber tab from the drop-down menu. Check Show Layer and choose which data to display on the map. Then click DISPLAY ON MAP. The selected subscribers will display on the map. Use the Select Data Objects Tool (lasso tool) to highlight and select addresses within an area. Then, select ADD TO CURRENT CAMPAIGN. 

Lasso Tool .png
Add to Current Campaign.png

Add Post to Facebook 

You can create and publish a Facebook post straight from a specific marketing campaign. From the menu click Operations and then Marketing. From there select the marketing campaign you are working with.

From the marketing campaign selected click on the  icon from the header menu.

Design your post, include links and/or images. Then PUBLISH your post now or choose to schedule it for a later date.

Menu.png
Add Post.png

Add Campaign


From the Marketing Campaign page, click the Floating Action Button add_circle-24px.svg ​​​​​​. A description is required. Then you can select an assignment, status, priority, category, and start and end date. You can also add notes and campaign associations. Then click ADD CAMPAIGN.

Add Campaign.png
Add Sub.png

There are a couple of ways to add associations to a campaign. At the top right of the Add Marketing Campaign page click the Campaign Associations  button. Then you can select ADD SUBSCRIBER and manually add subscribers to the campaign. Or you can select ADD SUBSCRIBERS FROM MAP and add subscribers to the campaign from a shape on the map.

ADD SUBSCRIBER:

Add Sub_2.png

ADD SUBSCRIBER FROM MAP:

From the base map, click on the toggle map layers icon layers.svgand select the Subscriber tab from the drop-down menu. Choose which data to display on the map from the drop-down menus, then click DISPLAY ON MAP. 

basemap.PNG 

The selected subscribers will display on the map. 

Map.png

Use the Select Data Objects tool selection-ellipse-arrow-inside.svg (lasso tool) to highlight and select addresses within an area.

Lasso Tool .png

Then, select ADD TO CURRENT CAMPAIGN. 

Add to Current Campaign.png

It is also possible to create a marketing campaign from the subscriber report page. Select the applicable subscriber categories to generate a list, then select ADD CAMPAIGN. 

addcampaign.PNG

Choose whether to associate the subscribers with a pre-existing marketing campaign, or create a new campaign by selecting Add New Campaign.  

campaign-dropdown.PNG

Add a description of the campaign and any applicable notes, then select ADD CAMPAIGN.

Add New Campaign.png

Marketing Campaign Admin


The Admin tab allows you to view and add new campaign statuses, priorities, and categories. Click on the corresponding box to view details. To add a new status, priority, or category click the Floating Action Button add_circle-24px.svg in the lower right-hand corner. 

Campaign Admin.png

Statuses 

Click into a campaign name to edit the associated color or delete the not required statuses.

Statuses .png
Add Status.png

Priorities 

Click into a campaign name to edit the associated color or delete the not required statuses.

Priorities.png
Add Priority.png

Categories

Click into a campaign name to edit the associated color or delete the not required statuses. You can also select to show subscriber overlay, or associate with a workflow.

Categories.png
Edit Category .png
Add Category.png

Marketing Campaign Reports 


 Email Opt In / Email Opt Out 

The Email Opt In and Email Opt Out boxes display the users that have opted in or out for marketing communications. Displayed is the subscriber’s email, a link to their account summary page, and the Opt in or Opt out date. A subscriber will not be added to a marketing campaign if they have opted out of marketing emails. The Email Opt In and Email Opt Out boxes only apply for marketing emails, not billing, or network notifications. 

Reports .png

Opt In example list. 

Opt In .png

Opt Out example list. 

Opt Out.png

Public Shopping Cart Logs 


To view on the Public Shopping Cart Logs, click on the Public Shopping Cart Logs tab.

Public Shopping Cart Logs.png

Select a Date Range by either selecting “This Week” “Last Week” etc. Then click VIEW LOGS. 

Select Date Range.png

Or select a Date Range by selecting a start and end date. Then click VIEW LOGS.

Select Dates.png

Easily view Leads and Sales. Click into a line item to view more details about a visitor log.

View Logs_2.png

View the Visitor Log. View their location, when they visited the shopping cart, the number of clicks they made, the Subscriber’s name, and the package they selected.

View their history, such as when they confirmed offer and when they entered their email.

History_2.png
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