Tuesday, December 4, 2012 Getting Started with Citrix Marketing Concierge Sheralyn Felix, Sr. WW Online Channel Marketing Coordinator

© 2012 Citrix | Confidential – Do Not Distribute Introduction to 2 No cost to the partner - FREE Citrix Marketing Concierge has been updated The home page has changed The Campaign Center functionality has been enhanced Send blast directly from Marketing Concierge to your contact lists Create, manage, and promote live or virtual events through the Event Center Find the resources you need in the Marketing Library Purchase turn-key marketing activities with Full Service Marketing Get and landing page metrics

© 2012 Citrix | Confidential – Do Not Distribute System Requirements & Logging In Personalize this Site Campaign Center/ Upload Contact Lists Review, download resources and execute activities Event Center Create a live or virtual event Marketing Library Reporting Support Citrix Confidential - Do Not Distribute Introduction to - Agenda

System Requirements and Logging In

© 2012 Citrix | Confidential – Do Not Distribute Windows: 7, Vista or XP Service Pack 2 Intel Pentium III 450 MHz or faster processor, or equivalent 128 MB of RAM Mac: OS X or above Intel Core™ Duo 183 GHz or faster processor, 128 MB of RAM Browsers IE 8.0 or higher, Firefox 9.0 or higher, Safari 5.0 or higher, Chrome 12.0 or higher Download Microsoft Silverlight 4.0 or higher Citrix Confidential - Do Not Distribute System Requirements for the Best Experience

© 2012 Citrix | Confidential – Do Not Distribute Access to 6 1.Log in to “Partner Central”> “Marketing” 2.Choose “Marketing Programs” OR “Marketing Concierge” (related links) * Partner Central:

© 2012 Citrix | Confidential – Do Not Distribute - Home Page 7

Personalize This Site

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Log in, scroll down to see your profile Click “Personalize this Site” Once there, use the tabs to the left to complete your site personalization Personalize This Site

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Personalize This Site – My Profile Add your photo, salutation, and update your contact information.

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Personalize This Site – General Information Update your business address, add an footer and add social networking links for your company if you have them available. Choose your company color to further customize campaign assets to match your brand.

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Personalize This Site – Logos Upload logos in various formats. You can load multiple logos and select a default.

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Personalize This Site – Users If there are multiple users in your partner organization, you will find them here.

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Personalize This Site – More Info Add a brief description on your company. This will be used when creating events through the tool.

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Personalize This Site – Privacy Statement A privacy statement is required to create events. You can link to your policy or copy and paste in the tool. There are links to help you create a privacy policy if needed.

© 2012 Citrix | Confidential – Do Not Distribute Let’s get started customizing campaigns! Citrix Confidential - Do Not Distribute

Campaign Center

© 2012 Citrix | Confidential – Do Not Distribute Welcome to the Campaign Center Citrix Confidential - Do Not Distribute

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Navigate to the Campaign Center to get started Campaign Center

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute “Click” on build a Go- To Market Campaign Campaign Center

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute You can search by filter Use the filters and click “search” to locate a specific campaign. Campaign Center – Search for Campaigns

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Hour Glass gives full description on one click Mark your favorite campaigns Campaign Center – Search for Campaigns

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Review who the campaign is targeting Review reasons to use the campaigns Read the campaign description for additional information Mark it as a “favorite” campaign Campaign Center – Campaign Landing Page

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Select an activity Customize and preview in real time Download or execute your activity, directly in the tool Campaign Center – Customize Activities

© 2012 Citrix | Confidential – Do Not Distribute If it is an , you can send a test to yourself and/or others in your organization to review and/or to approve Once approved, choose a pre-loaded contact list You can send out the immediately or schedule If it is a print asset, you can save, download or Don’t forget that reporting is available to measure success Citrix Confidential - Do Not Distribute Campaign Center – How to Customize Activities

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Campaign Center – How to Customize Activities Customize the asset and preview instantly

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Campaign Center – How to Customize Activities Finalize your asset

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Campaign Center – How to Customize Activities If it is a print asset you can download, or save for later

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Campaign Center – How to Customize Activities If it is an , send a test to yourself to preview and approve

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Campaign Center – How to Customize Activities Once approved, choose a contact list and a time to send

Event Center

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Navigate to the Event Center to get started Event Center

© 2012 Citrix | Confidential – Do Not Distribute Welcome to the Event Center Citrix Confidential - Do Not Distribute

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Create an event using an existing Citrix Campaign Create a custom event Copy an existing event Event Center – Create a Live or Virtual Event

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Event Center – Select Target Audiences & Topics If using an existing Citrix campaign, the Audiences and Topics will be pre-selected but editable.

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Event Center – Date, Time and Description Select the date, time (check-in, start and end), time zone and language. Add a description of the event for your attendees.

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Event Center – Virtual Event Information If it is a virtual event, you will add the GoToMeeting & dial-in info

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Event Center – Live Event Information If it is a live event, you can add the address or select a saved location

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Event Center – Additional Options You can select the maximum and target number of attendees, set reminders, customize your confirmation message and more.

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Event Center – Review, Save & Activate You can review your event and make changes. Then you can save and activate later, or save and activate now.

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute For invites, you’ll be given a URL where users can register directly For print invites, you’ll be given a unique code and website to share with users to register Event Center – Invite Attendees to Your Event

Contact Lists

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute When you are on an interior page, such as Campaign Center, use the secondary navigation to get to Contact Lists Contact Lists

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute In Contact Lists you can create, add or edit contact lists to send s to directly in the tool You can see lists for you or your organization Manage your unsubscribe list Contact Lists - Overview

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Contact Lists – Create a List Name your list. Optionally, you can create a custom salutation format that will use the fields you designate if you use the file upload option in the proper cited format.

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Contact Lists – Choose Your List Format Choose how you’d like to add contacts to your list – there are four options. Make sure to review the Anti-Spam policy! All contacts must be opt-in. Contact List Formats Type or copy s directly into the tool Type or copy s and contact information directly into the tool Import addresses from a list of event attendees Import a list of contacts from a file on your computer

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Contact Lists – Choose Your List Format Option 1 – Type or copy addresses directly into the tool

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Contact Lists – Choose Your List Format Option 2 – Type addresses and contact information directly into the tool

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Contact Lists – Choose Your List Format Option 3 – Import addresses from a list of event attendees

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Contact Lists – Choose Your List Format Option 4 – Import a list of contacts from a file on your computer (must be.CSV format, the tool does not accept excel files) To save an excel file as a.csv, just select “Save As” and choose CSV (Comma delimited) as the format.

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Contact Lists – Manage Your Lists Use the contact lists to view, edit and manage your contact lists. Note that you’ll be able to see your contact lists – and those for your organization.

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Contact Lists – Master Unsubscribe List When users unsubscribe, they will be placed on this list and the tool won’t send future correspondence to them. You must remove them from lists you keep locally.

Marketing Library

© 2012 Citrix | Confidential – Do Not Distribute Marketing Library

© 2012 Citrix | Confidential – Do Not Distribute Marketing Library – Home Page

© 2012 Citrix | Confidential – Do Not Distribute Marketing Library – Search filter Search by keyword or filter to find solution based materials

© 2012 Citrix | Confidential – Do Not Distribute Marketing Library - Resources

Contact Lists

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute When you are on an interior page, such as Campaign Center, use the secondary navigation to get to Campaign Report Reporting – Campaign Report

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Reports – Campaign Report Details See basic campaign info and review statistics by date such as: recipients, opens, forwards and more. You can also review bounces and unsubscribes for more detail.

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute When you are on an interior page, such as Campaign Center, use the secondary navigation to get to Landing Page Report Reporting – Landing Page Report

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Reporting – Landing Page Report Details Review the success of your landing pages and gather details on the individuals who have taken the time to register.

Support

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Navigate to Help from any page to get support Support

© 2012 Citrix | Confidential – Do Not Distribute Citrix Confidential - Do Not Distribute Support - Options Citrix Marketing Concierge offers multiple ways for you to reach out for tool support. Citrix Content & Site Usage Support Worldwide Platform Support Phone: M-F, 8 AM - 6 PM PST

© 2012 Citrix | Confidential – Do Not Distribute Questions? Please Phone:

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