© 2016 ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ Salesforce Tips: How to send an using Silverpop

© 2015 ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ 2 Prospecting new clients Keeping in touch with current clients Promotional purposes Cross-selling opportunities tracking Keeping clients informed To quickly alert clients of new risks Why use Silverpop?

© 2015 ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ 3 You will not have access to Silverpop until you watch the eLearn video. To access the video, go to Gallagher One ( use the AJG and Me dropdown menu and click My Training. You must watch the entire video in order to have access to Silverpop and campaigns. Step 1 Watch the Silverpop eLearn video

© 2015 ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ 4 On your homepage, click the + button in your top menu Click on the Campaigns link so you can easily access your campaigns in your menu bar Once the button appears in your menu bar, click it. To keep the button in your menu, you must use the “Customize Tabs” option Step 2 Login to Salesforce

© 2015 ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ 5 Once you are on the Campaigns page, use the “Create New” dropdown menu on the left and click Campaign Step 3 Create new campaign

© 2015 ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ 6 On the next page, fill out all the information you can (red is required) and click Save. Everything on the page is internal only, for you to be able to identify your campaign – clients and prospects will not see any of this. Step 4 Set campaign details

© 2015 ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ 7 Who will you be sending the ? – Clients? – Leads? – Both clients and leads? Step 5 Set up your audience 1.Scroll down to Custom Links 2.Select Manage Members dropdown menu 3.Click Add Members 4.Use the dropdown Fields on the Manage Members page to filter (by and/or name, etc.) which contacts you’d like to sent the 5.Select members 6.Use the “Add with Status” drop down and click “sent” to add them

© 2015 ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ 8 Who will you be sending the ? – Clients? – Leads? – Both clients and leads? Step 5 continued Set up your audience Scroll down to Custom Links Select Manage Members dropdown menu Click Add Members Use the dropdown Fields on the Manage Members page to filter which contacts you’d like to sent the

© 2015 ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ 9 Click Send Silverpop Select from the Mailing Folder dropdown menu Select from the Mailing Template menu Click next Step 6 Select an template

© 2015 ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ 10 Step 6 continued Personalized templates You can also create and send a blank, personalized template. The templates include a header and a footer, and a text box where you can insert your own content.

© 2015 ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ 11 Step 6 continued Personalized templates We can also help you create a unique template. Just provide us with the content and we will create it for you.

© 2015 ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ 12 Step 7 Send your Fill out message information – this will be pre-filled but you can change if you’d like Select sending options – You can either send right away or schedule a time to send – When scheduling a time in the future to send , always schedule in Central Time (an hour behind Eastern Time)

© 2015 ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ 13 Click Campaigns tab Click on the campaign you’d like to track Scroll down to Silverpop Activities, click link Step 8 Track your sent

© 2015 ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ 14 Below is a sample of tracking results – sent to 58 leads – 30% opened the – 3 leads were converted into prospects Step 8continued Track your sent

© 2015 ARTHUR J. GALLAGHER & CO. | BUSINESS WITHOUT BARRIERS™ 15 For any questions or help designing a custom template for your s, please contact Alex Loehrer. | x6735 Questions/Help