5. Agenda
• The Basics – What it all means
• Why you NEED to pay attention to them
• What are the key nuggets
• How you can work smarter BEFORE you
send the Email!
• Q & A
19. Learn more about YOUR customers!
www.intouchcrm.com
Spot trends and key information from the simplest of
stats IE When are your customers receptive to your
communications?
20. Why add links but not follow up?!
www.intouchcrm.com
Add people who’ve
clicked links to a
group….and send
them
21. Quite simply…. People are doing
something with your emails!
Don’t waste that opportunity!
23. Create a Lead – Record the
Potential Business!
In most of the reports you can record the clicks,
opens, etc as leads
Instantly filling your pipeline and making sure you
are looking at the follow up actions!
24. Pick up the phone with the Call List
Quickly and easily follow up with people who have opened and
clicked links but filtering the activity grid and then using the button
at the bottom: -
“Export as Call List to CSV” – that way you get their details instantly
to pick up the phone!
25. Re-Market to Inactives
Quickly and easily follow
up with people who have
opened and clicked links
but filtering the activity
grid and then using the
button at the bottom: -
“Export as Call List to CSV”
– that way you get their
details instantly to pick up
the phone!
26. Filter the activity grid
and then group the
customers on who’s
opened your emails
multiple times
Then group them and
retarget them!
27. How you can work smarter
BEFORE
you send the email!
28. Automation
Build your next steps before
the email goes out
Think…..
What DO you want the
customer to do if they click
on your link or open you
email?
29. Automation
Link your clicks and opens to an automated campaign before you send it
– ensuring that your follow up (whether by email or phone) is seamless!