9/8/2015 Constant Contact Tutorial Tara Stepan Digital Marketing Communications Specialist August, 2011

2 “Musts Knows” Before We Start Only send s to people you know Only send relevant content Don’t send too many s in a week Don’t share your list(s) with anyone (other companies/reps) Look professional Be prepared to respond Think as a reader and remember the term “WIIFM” (What’s In It For Me?) Make sure you always gather client s Create an account!

3 About Newsletters Newsletters & other Promotional s:   Keep corporate promotions to a minimum (80/20 rule – 80% educational and 20% promotional)   Inform them how you can help them, their practice and patients   Ask the marketing department or use our website for educational resources if you are out of ideas or need assistance

4 Let’s Begin to Design Go to the marketing tab and click “create an ” Name your “Newsletter template" or whatever template you are making (“Event Template”, “Promotion Template”, etc…)   This is the master copy. You will copy off of this template every time you send out an (always copy s you will send off of the master) Click “next” Pick a template format   Make sure you stick to this template style for each type of .

5 Message Settings Once picked, enter your “Message Settings” - very important to maximize open rates   Subject:   Be short, sweet and specific   Think about what’s in it for them?   AVOID: All CAPS Excessive punctuation and/or symbols Misleading subject lines   “From” Name:   Important to be a name that is recognized by your clients   Ex: Tara Stepan   “From” address:   The address you use the most   Ex:   “Reply” address (same as “from” address)   Permission reminder – off   Webpage version – checked   Uncheck subscribe me

6 Edit Newsletter – Changing Colors and Adding “Blocks” (sections) NOTE: If you exit from the screen without saving, you may lose your work Now your is ready to be edited   “Add blocks” (or sections) to your if you need more – on the left hand side of the screen   Edit your ’s colors – Use “Global Colors & Fonts” – on the left hand side of the screen   Always use nice colors and fonts – look professional   Stay consistent with the colors and fonts you use

7 Edit Newsletter – “Blocks” Each “Block” or Section has 3 buttons on the left corner   Edit – use the pencil to edit that block.   You can also click anywhere on the section   Copy – use the double squares to copy that block   This is also similar to using the “add blocks” function   Erase – use the trash can to completely remove that block NOTE: You can also move these “blocks” by clicking on the grey bar on the block and dragging it to your desired location

8 Edit Newsletter – Inserts Insert Images:   Double click on the grey box if it has a pre-designated area to insert an image   Or, put your cursor where you would like and image and press “insert image” on the left hand side of the screen Insert document:   Hi-light the verbiage you would like to have linked to a document press “insert document” on the left hand side of the screen Insert Hyperlink   Hi-light the verbiage you would like to have linked and press “insert link” on the left hand side of the screen   Web address (URL) – you can link to a website   – you can link to an address   NOTE: Insert links everywhere within the .

9 Edit Newsletter – Content Edit the content within your “blocks”:   Have articles on the shorter side vs. long – you want to be sweet and short to the point   Article ideas (vary your content with each , but always try to have the same categories)   Webinar promotion   Corporate updates   Regional updates   Educational materials   Client stories NOTE: If you are copying and pasting from another source into the , use Notepad.   Click “Start” and then “Run”   Type in “Notepad” and the “Ok”   When you copy from another source, copy the words in here and then copy and paste from notepad into the .   This is because when you copy and paste from other sources, their back end codes sometimes mess up the codes of your .

10 Preparing Your Newsletter to Send Complete the “spam check”   Make sure everything is safe to send   If not, Constant Contact will tell you what to change   Preview & Test your   Make sure all of your hyperlinks work and everything is accurate   Click “Save”

11 Send An NOT the Template Go back to your “ marketing” tab and click copy   Remember: Always copy the you want to send off of your master - If you keep making copies of the copy, Constant Contact’s code will mess up and you will have to recreate that from scratch again.   Name your “August 2011 Client Newsletter”   Now go through like we did with the master’s creation and make sure everything looks good.   In the future, you will make your edits now off of the master   Save

12 How to Create A List Go to the “Contacts” Tab:   Click the “Add & Update” button   You have a few options here:   Paste in a list of addresses   Type in addresses (with room for a few more pieces of data)   Recommended - Upload your list from a file or spreadsheet (So you can upload all of the individual’s personal information)   Gmail address book   CRM address book   If you choose the “spreadsheet” option, you will have to search for your excel spreadsheet list and click “next”   Here you will match select the labels for all of your columns that best describe each column.   You can also say “do not import” if you don’t want to import that information   Click next, and either create a “new list” or add that to an en existing list you have by checking the box below.

13 Send Your ! Once your list is created, go back to your you would like to send   Press “Select List” – select the list you would like to send this to   Press “Schedule ” -   Send now   Or, schedule for a later date and time   Press “Simple Share” if you would like to automatically post this to one of your social media accounts   Check the social media option box to have your recipients be able to share your on their social media site(s)   Check the box option to have early results sent to you (if you want)   Do not check the archive option   Click Save NOTE: I always preview my s one final time. If you find something wrong or would like to change something, set it back to “draft status”

14 After Your is Sent… Once sent, you may receive auto-replies or “out-of-offices” A few days after your is sent, check back and track your results by clicking on the name and looking at the report   Bounces   Clicks   Opt-outs   Spam   Opens   Forwards   Social

15 Definition - Bounce   s that cannot be delivered to the specified recipient. Typos and address changes are common reasons for bounced s. Your bounces will fall into one of the following six categories:   Non-existent address - addresses that do not exist or have been cancelled. The address may contain a typo or the individual associated with that address might have left the company.   Undeliverable - addresses are those that cannot be delivered because the receiving server was temporarily unavailable, overloaded, or could not be found.   Mailbox Full - indicates that the message was not accepted specifically because the recipient's mailbox was full. You will not be able to successfully deliver until the contact frees up some space in the account. In some cases, the account may be abandoned.   Vacation/Auto Reply - includes bounces that were due to an automated vacation message. In this case, the was delivered.   Blocked - means that the receiving server blocked our inbound .   Other - Constant Contact was not able to determine the reason for the bounce.

16 Definition - Clicks Shows the statistics for each unique link visited in an . The link tracking shows the destination of the URL.   For example if you have both a text and image going to the same URL, the tracking will show just the destination (URL), not which link was clicked. The click percentage above the number of clicks is calculated by dividing the amount of unique clicks by the amount of unique opens. This information is useful in helping you to determine which links in your s are drawing the most interest from your recipients.

17 Definition – Opt Outs An opt-out occurs when someone on your list clicks the "SafeUnsubscribe™" link in one of your s and unsubscribes from your mailings. When someone unsubscribes from all of your mailing lists, they are added to your Do Not Mail list which prevents you from accidentally adding them to your lists or mailing to them again.

18 Definition – Spam A spam report occurs when an individual on your list receives your communication and then reports it as unwanted or unsolicited (spam). Reporting as spam can be as easy as clicking the "This is Spam" or "This is Junk" button in an client, or as involved as finding the source of the in the message headers and reporting that as spam to the listed owner of the IP address. Users may complain to their own Internet Service Provider, to our Internet Service Provider, or directly to Constant Contact if they feel your message is spam.

19 Definition – Opens The percentage of recipients who opened your compared to how many were sent the .   This percentage is calculated to exclude bounces.   The percentage of opens is calculated by dividing the number of unique opens by the number of s sent excluding the number of bounces.

20 Definition –Forwards How many people forwarded your onto a colleague

21 Definition – Social How many people shared your via a social channel   Facebook   Share   Send   Like   Twitter   LinkedIn   Other

22 Remember… or call me if you:   Have questions   Want more advanced tips   Are concerned   Have suggestions