Kickstart Campaigns: Mailing Address-Getting Campaign

Click Here for a quick reference sheet on this Kickstart Campaign

Instructions for Implementing

A. Customize and host your Landing Page (10-30 min.)

1. Click the 'Pages' tab and open the page called "Mailing Address-Getting" and customize. You can add your own logo, change or add images, text, or even add video or other HTML items.
2. The SmartForm should be merging, but don't worry just now if the form doesn't ask for all the fields you want to collect. You'll add more fields later on when you customize the SmartForm.
3. Set hosting for the page.
4. Proof read for spelling, punctuation, grammar and content.
5. Save it.
6. View it live on the web (since it's now hosted and live) by copying/pasting the URL into your browser.
7. Test it by filling it out to verify that it works as expected.

B. Customize your SmartForm (5-10 min.)

1. Open up the SmartForm: "Mailing Address-Getting: SmartForm 1" 
2. Do you want to collect more information than what the currently present fields will collect? If so, select which fields and add them. Set which fields you want to be required. 
3. Be sure the "Mailing Address- Updated!" Tag is present in the tag area. 
4. Do any other customizing you'd like to the SmartForm you want.
5. The SmartForm is already connected to the Landing Page ("Mailing Address-Getting: Landing Page 1") via javascript, so any changes you make will be automatically updated to the SmartForm on "Mailing Address-Getting: Landing Page 1"

C. Customize your Step Sequences (10-30 min.)

1. Open up the Step Sequence called "Mailing Address-Getting: Step Sequence"
2. Go through each step and customize each email message, task, and add any others you'd like.
3. Be sure to double check your work for spelling, punctuation, grammar and content.
4. Be sure to save each step and save the sequence at the end.
5. Change scheduling of email steps as you see fit or leave 'em as is.
6. Add corresponding postcard(s) in and set scheduling for postcard steps. Postcards have intentionally been left out of the sequence because you must customize the postcard that belongs in this sequence (which you did in the previous phase), and there's no way to do so from within the sequence, as is the the case with emails. 
7. Do the same for "Mailing Address-Gotten!". This is just a 2-step sequence and shouldn't take long at all, especially since you already customized the postcard in the previous step.
   

The Sequence: "Mailing Address-Getting"

Sequence Steps

The steps are listed below in the order they're in, within the sequence. You may, however, mix 'em up any way your little heart desires (reschdule/delete/edit certain steps). Whatever floats your boat! We didn't include the actual copy here, because let's face it, that'd just be rediculous. You can take a look at the corresponding emails, postcards and tasks to see it. You'll need to edit and customize it anyway. Note that the email steps are also available in the message library, however, if you change a message in the message library, you must go into the sequence and pull the new version in as it will not automatically update the version within the sequence. This is of key importance.

We include the name of the email or postcard, the subject (or headline in the case of postcards), and the intent of a given step. We include the intent here to give you a clear picture of WHY the step is there. Every step of every sequence has an intent. Read 'em. You just may learn somethin'!

Step 1: Email: "Mailing Address-Getting: Email 1"

Default Scheduling: Day 0: Immediately

Subject: [First Name], we're updating our records, will you help us out with yours? 

The Intent: This email is to get them to go click on the PURL link and give you their mailing address and any other information you can persuade out of them.

Step 2: Email:  "Mailing Address-Getting: Email 2"

Default Scheduling: Day 4: 9AM

Subject: Hello Again...

The Intent: This email is to get recent customers to say nice things about your product/business while it's still fresh in their mind!

The Sequence: "Mailing Address-Gotten!"

Step 1: Task: "Send 'em whatever you promised in exchange for their mailing address"

Default Scheduling: Day 0: Immediately

Subject: [First Name], [Last Name] updated their mailing address. Send 'em whatever you promised them in exchange for doing that.

The Intent: This is a task to remind you (or someone on your team) to send them the promised 'Thank you' gift for updating their address.

Step 2: Email: "Mailing Address-Gotten: Email 1"

Default Scheduling: Day 0: Immediately

Subject: [First Name], Thanks for updating your records!

FAQs

Some questions we've heard...

Why are these instructions so long and involved? I thought this was supposed to be done-for-me...

Great question! There's some necessary customizing and putting-together-of-pieces that must happen in order for the campaign to actually reflect YOUR business, your offers, and work in the way that you want. While this may seem like a lot, given it could take you a couple of hours to fully customize and "trick out" your version of this campaign (though it could take as little as 30 minutes), it would take you many many hours, not to mention design skills (or outsourcing), copywriting skills, and so fourth to create something of this depth and caliber from scratch. Or, if you're like a great many small business owners, it may never get done at all.

Relevant Links

Overview of Done-for-You Campaigns

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