Part 1: Setting Up Your Profile

Objective: To help users configure their profiles in the Campaign Manager for effective campaign management.

Content:

1. Introduction to Profile Setup

   • Importance of a complete and accurate profile.
   • Overview of profile settings and customization options.

2. Profile Components

   • Personal details (name, contact information, company details).
   • Branding elements (profile picture, logo, bio).

3. Configuring Settings

   • Privacy settings and notifications.
   • Integration with other tools and platforms.

4. Verification and Finalization

   • Reviewing and confirming profile information.
   • Steps to save and update your profile.

5. Practical Exercise

   • Hands-on profile setup with guided instructions.

Part 2: Adding Contacts – Groups

Objective: To guide users in adding and organizing contacts into groups for targeted marketing.

Content:

1. Introduction to Contact Management

   • Benefits of organizing contacts into groups.
   • Overview of contact management features.

2. Adding New Contacts

   • Manual entry vs. import options.
   • Importing contacts from spreadsheets or other sources.

3. Creating and Managing Groups

   • Steps to create new groups.
   • Adding contacts to groups and managing group settings.

4. Practical Exercise

   • Adding contacts and creating groups through the Campaign Manager interface.

Part 3: Contacts & Emails

Objective: To teach users how to manage contacts and send emails effectively through the Campaign Manager.

Content:

1. Managing Contacts

   • Viewing and editing contact details.
   • Segmenting contacts for targeted campaigns.

2. Email Integration

   • Linking email accounts with Campaign Manager.
   • Setting up email templates and personalization options.

3. Sending Emails

   • Steps to compose and send emails to individual contacts or groups.
   • Tracking email delivery and responses.

4. Practical Exercise

   • Composing and sending test emails to contacts.

Part 4: Composing A Message

Objective: To instruct users on how to create effective messages for their campaigns.

Content:

1. Message Composition Basics

   • Structure and elements of a compelling message.
   • Crafting subject lines and call-to-actions.

2. Using Templates

   • Selecting and customizing message templates.
   • Saving and reusing templates for future campaigns.

3. Message Personalization

   • Techniques for personalizing messages based on recipient data.
   • A/B testing different message versions.

4. Practical Exercise

   • Composing a message using provided templates and personalization options.

Part 5: Message Tracker Basics

Objective: To familiarize users with tracking and analyzing the performance of their messages.

Content:

1. Introduction to Message Tracking

   • Overview of tracking features and metrics.

2. Tracking Metrics

   • Understanding open rates, click-through rates, and response rates.
   • Analyzing tracking reports and dashboards.

3. Improving Message Performance

   • Using tracking data to refine messaging strategies.
   • Adjusting campaigns based on performance insights.

4. Practical Exercise

   • Reviewing tracking reports and interpreting data.

Part 6: Marketing Kits & Library

Objective: To guide users in utilizing marketing kits and resources available in the Campaign Manager.

Content:

1. Introduction to Marketing Kits

   • Overview of available marketing kits and their purposes.

2. Accessing the Marketing Library

   • Navigating the library to find relevant kits and resources.

3. Utilizing Kits

   • Steps to download and customize marketing kits for campaigns.
   • Integrating kits with campaign strategies.

4. Practical Exercise

   • Exploring and utilizing marketing kits from the library.

Part 7: YEXT Website Platform

Objective: To introduce users to the YEXT website platform and its integration with the Campaign Manager.

Content:

1. Overview of YEXT

   • Features and benefits of using YEXT for digital marketing.

2. Integrating YEXT with Campaign Manager

   • Linking YEXT to Campaign Manager for seamless data flow.

3. Using YEXT Tools

   • Overview of tools and features for managing online presence.
   • Creating and updating business listings.

4. Practical Exercise

   • Setting up and configuring YEXT within Campaign Manager.

Part 8: Follow Up Strategies

Objective: To teach users effective strategies for following up with leads and contacts.

Content:

1. Importance of Follow-Up

   • Benefits of timely and effective follow-up.

2. Follow-Up Methods

   • Techniques for email, phone, and social media follow-ups.

3. Creating Follow-Up Plans

   • Developing structured follow-up plans based on contact engagement.

4. Practical Exercise

   • Designing a follow-up strategy and creating follow-up tasks in Campaign Manager.

Part 9: What’s in Your Digital Toolbox?

Objective: To explore the digital tools and resources available for marketing and campaign management.

Content:

1. Overview of Digital Tools

   • Key tools and platforms for marketing and campaign management.

2. Utilizing Your Toolbox

   • How to integrate and use various tools effectively.

3. Evaluating Tool Performance

   • Metrics for assessing the effectiveness of digital tools.

4. Practical Exercise

   • Reviewing and organizing your digital toolbox.

Part 10: How to Use the 6 Steps Marketing Kit

Objective: To provide a detailed guide on using the 6 Steps Marketing Kit for creating successful marketing campaigns.

Content:

1. Introduction to the 6 Steps Marketing Kit

   • Overview and purpose of the kit.

2. Step-by-Step Guide

   • Detailed instructions for each step in the marketing kit.
   • Customization options and best practices.

3. Implementing the Kit

   • Applying the kit to real-world campaigns.
   • Measuring and analyzing the results.

4. Practical Exercise

   • Working through the 6 steps with provided examples and templates.

Part 12: Digital Prospecting 101

Objective: To introduce the fundamentals of digital prospecting and effective strategies for online lead generation.

Content:

1. Introduction to Digital Prospecting

   • Definition and importance of digital prospecting.

2. Prospecting Strategies

   • Techniques for identifying and reaching out to potential leads online.
   • Utilizing social media and other digital channels.

3. Tools and Resources

   • Overview of tools for digital prospecting.
   • Best practices for using these tools effectively.

4. Practical Exercise

   • Creating a digital prospecting plan and applying strategies to generate leads.