Clic Marketing User Manual

Within Clic Marketing, you have everything you need to easily build a custom marketing program for your business, as well as your clients – Resellers and/or Agents, whether it be an individual email, social post, text, or push notification you want quickly distributed, or an entire multi-channel communication plan uniquely timed and targeted to your desired list of contacts, triggered by timed intervals or a diversity of responses. The more you use this simple platform, the easier it will become to create the customized campaigns you have not been able to realize until now. And you can be sure that at any point in your preparation, Clictell representatives are available to assist you, or your team member, right through it.

Marketing Dashboard
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This section of your portal gives you an easy-to-use top-line look into the performance of our ClicTell campaigns.

To get started:

  • Tap on the Marketing Portal tab at the top right of the screen
  • From the dropdown list, choose the Distributor, Reseller, or Agent (Account) for whom you are going to manage the marketing portfolio and build your campaign

Once you click on your chosen account, the marketing manager page will populate with pertinent information unique to the overall marketing activity of that account. You will see all the data representing results derived from that account’s combined communications within a designated period.

Content Library/Management – managing your digital assets such as images, logos, videos, templates and landing pages.
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Content can be grouped based on marketing objectives, currently ClicTell supports 3 levels of marketing cadence

  1. Conquest Marketing – focusing on Sales / Customer Acquisition for new subscribers/ customers
  2. Retention Marketing – focusing on Loyalty / Retention of existing subscribers / customers
  3. Subscription Marketing – focusing on upselling and cross-selling products and services to existing subscribers / customers

To view your Content Library:

  • Click on Content Library at the left side of the screen
  • Choose from your customized folders in the dropdown
    • These folders contain all the creative elements used in the marketing of your activated account including logos and images, coupons, Gifs and videos, landing pages, and templates used for repeat and ongoing campaigns

To upload new assets: Click on the Add New button in the top right inside the folder screen To preview templates you can use the send a test email or SMS: Click on the Send Test button that will populate on the screen.

To see optional views of creative: Use the device screen icons centered at the top of the screen.

All content is stored in the AWS S3 cloud storage. Basic subscription level provides 1 GB of storage. For more storage please contact ClicTell to discuss upgrading your subscription

Customers Management
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ClicTell clients can upload customers (subscribers) and prospects (non-subscribers) into the solution. For each entry a 360 view of the contact can access by clicking on the icon in the Action column. Information includes account info, Resources, Devices, Invoices and a Timeline view of all campaign communication (incoming and outgoing) to the contact. This includes any future touchpoints for pending campaigns

To view and manage your customers or conquests:

  • Begin by choosing from the dropdown under Customers List
    • Within each category of customers, you are able to edit and add information— By clicking on the tab at the top of each customer’s screen, you can view individual information such as the customer’s devices, past invoices, prior communications sent, responses, and future scheduled communications

In the following screens 4 and 5, you will choose, create, or import your desired list of recipients for your campaign or campaign plan.

Customers Creation and Data Integration
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ClicTell support importing customers into the database via multiple option. Customers can be added individually. If needed custom fields can be created to support various needs based on business requirements. Customers can also be imported from a file such as a 3rd party CSV file - large list can be managed with asynchronous jobs to track status and completion.

To pick your desired list of recipients:

  • View the dropdown list beneath Customers List on the left side and click on existing lists to find the one you want to use
    • Under All Customers, you will find sub-lists derived from your master list, such as Subscribers, Non-Subscribers, etc.

Customers can be imported from CRM and Email systems such as SalesForce, ConnectWise etc. Additional folders include an Upload folder containing lists imported from outside sources (such as Google, Outlook, Salesforce, CSV file and more), Opt-Out folder, and a Segmentation folder that houses data-driven lists created from a variety of selected consumer-based elements.

To add new Consumer lists or information to your existing Customers List:

  • Use the +Create button at the upper right side of the page.

Compliancy for Opt-Ins and Opt-outs can be manages via the upload process.

For new Segmentation list creation, continue to Page 5, Customers Segmentation.

Customers Segmentation
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With customers / contacts uploaded and ready for targeted marketing, ClicTell supports creating marketing list via advanced segmentation. Segments can be created by selecting fields and criteria similar to doing a search on the table.

To make a new Segmentation list, on this page:

  • Click on +Create button on the top right side. A form will appear. Fill in all fields.
    • First, you will type in a Segment Name and Segment Description (of your choosing) to identify the list
    • You will then fill out the fields that require you to pick the conditions by which you want the information sorted such as last name, State, etc.
    • Next, choose the criteria for your list from the dropdown of pre-defined information found in your customer profiles—The list will include birthday, date of purchase, any item that defines a consumer
    • Choose whether or not you want the system to Auto-Update; to continue adding to this list with new data or leave the list as it is first created

ClicTell can provide pre-defined segments that is driven by applying AI algorithms and scoring such as churn scoring and propensity scoring to auto update this pre-defined segmented list. Updates are done real time.

When you have completed all fields, you will push Fetch to begin the segmentation process.

Campaigns
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With the Content Library updated, Customers / Contacts uploaded, Targeted Lists created via segmentation the next step is Campaign management – adhoc email, sms, push or social campaigns.

With a Rich and Easy to use interface, editing and creating great looking campaigns is as simple as it should be. Users can create campaigns, preview, run test via the test to inbox capability and send once ready or schedule it to go out on a future date based on the campaign cadence.

Choose your campaign format from the dropdown list on the left side:

  • Email, SMS, Push, or Social

View campaigns from the list across the top left of internal pages:

  • Sent, Scheduled, Drafts, or Archived
    • For Email, once you have opened it you can view it in all responsive configurations by clicking on the device screen icons centered at the top of the screen

To send a test Email to any device for viewing live:

  • Click on Send Test box at the top right of your chosen sample

Note: The following pages 7-11 show how to set up your Ad Hoc communication in the various formats. Page 12 will lead you through the easy automation of a completely customized omni-channel campaign.

ClicTell supports high deliverability and is integrated with 3rd party fulfillments providers such as Send Grid, AWS SES, Exact Target and Twilio

Campaigns Creation Email
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Click on Campaigns in the list on the left side of the screen. Choose Email from the dropdown list. This will bring up the box entitled ‘Let’s Get Started.’ Fill in the name of an existing campaign you want to use (you will see a list) or enter a new name for a campaign you are going to build from scratch. Click on Begin. This will generate a form asking for all the information you need to fill in, as well as other content in your library necessary to build your email.

Complete all areas on left side of the page:

  • To — Choose from dropdown of lists/segments
    • Can choose one or more
  • From — Click on generated email or add new
  • Subject Line — Choose existing subject line or edit
  • Content — Choose from your existing samples or templates – You will then go through steps to confirm, add, or edit your creative
    • Sections, Text, Images, Offers, Content

You will have default images, videos, text and more in your content folder to work with. And you can upload and write all new content – even change fonts and colors of your text and links. The combinations and creative possibilities are endless. Once you are done building your email, click Save.

After you have a saved email:

Push Preview in the Content box to view your email in all responsive formats, again using the device screen icons centered at the top of the screen. Once opened, you will have the option to send a test email again to confirm your finished work. Continue to edit or move on to the next step.

Now it’s time to get your messages sent:

  • Schedule – You have the option to Send now or Schedule deployment
    • Set a specific time and date in the provided clock and calendar
    • Choose data-triggered option

Save your completed Email campaign to your Contents by clicking either the Save draft or Save as template box at upper right side of your screen.

Campaigns Creation SMS
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Click on Campaigns in the list on the left side of the screen. Choose SMS from the dropdown list. This will bring up the box entitled ‘Let’s Get Started.’ Fill in the name of an existing campaign you want to use (you will see a list) or enter a new name for a campaign you are going to build from scratch. Click on Begin. Your work will now appear within the Mobile Device Template on your screen.

Complete all areas on left side of the page:

  • To — Choose from dropdown of lists/segments
    • Can choose one or more
  • Content — Choose from your existing samples or start a new SMS – You will then go through steps to confirm, edit, or create your communication
    • Subject line — this is the first line, or headline, that will appear within your SMS
    • Image – You will either have one in the uploaded creative or import a new one
      • Image extension must be .JPG, .PING, or .GIF
    • URL — Optional field, must include http:// or https://
    • Text — Enter at the prompt

After you have a saved SMS:

You will have the option to send a test SMS to confirm your finished work. Continue to edit or move on to the next step.

Now it’s time to get your messages sent:

  • Schedule – You have the option to Send now or Schedule deployment
    • Set a specific time and date in the provided clock and calendar

Save your completed SMS campaign to your Contents by clicking either the Save draft or Save as template box at upper right side of your screen.

Campaigns Creation Push
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Click on Campaigns in the list on the left side of the screen. Choose Push from the dropdown list. This will bring up the box entitled ‘Let’s Get Started’. Type in the name of your campaign and click on Begin. Continue to fill in the content. It will appear on the Mobile Device Template on your screen.

Complete all areas on left side of the page:

  • To — Choose from dropdown of lists/segments
    • o Can choose one or more
  • Content — Enter your text
    • From — Enter your company name or division
    • Message — Enter your body copy
  • Schedule – You have the option to Send now or Schedule deployment
    • Set a specific time and date in the provided clock and calendar

Save your completed Push campaign to your Contents by clicking either the Save draft or Save as template box at upper right side of your screen.

Campaigns Creation (Social/Facebook)
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Click on Campaigns in the list on the left side of the screen. Choose Social and Facebook from the dropdown list. This will bring up the box entitled ‘Let’s Get Started’. Type in the name of your campaign and click on Begin. Continue to fill in the content. It will appear in the box on your page.

Complete all areas on left side of the page:

  • Content
    • Post To — Click on Facebook and choose account page(s)
    • Text — Enter copy that will appear at top over image
    • Media — Upload Image from your Content Library or other source
    • URL — Optional field, must include http:// or https://
  • Schedule – You have the option to Send now or Schedule deployment
    • Set a specific time and date in the provided clock and calendar

You will see your campaign on your Facebook page(s) at time of posting. Save your completed Facebook campaign to your Contents by clicking either the Save draft or Save as template box at upper right side of your screen.

Campaigns Creation (Social/Twitter)
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Go through same process as Facebook campaign. Click on Campaigns in the list on the left side of the screen. Choose Social and Twitter from the dropdown list. This will bring up the box entitled ‘Let’s Get Started’. Type in the name of your campaign and click on Begin. Continue to fill in the content. It will appear in the box at the right of your page.

Complete all areas on left side of the page:

  • Content
    • Post To — Click on Twitter and choose account page(s)
    • Text — Enter copy that will appear at top over image
    • Media — Upload Image from your Content Library or other source
    • URL — Optional field, must include http:// or https://
  • Schedule – You have the option to Send now or Schedule deployment
    • Set a specific time and date in the provided clock and calendar

You will see your campaign on your Twitter page(s) at time of posting. Save your completed Twitter campaign to your Contents by clicking either the Save draft or Save as template box at upper right side of your screen.

Landing Page Creation
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Click on Campaigns in the list on the left side of the screen. Choose Landing Pages from the dropdown list. This will bring up the box entitled ‘Let’s Get Started.’ Fill in the name of an existing campaign you want to use (you will see a list) or enter a new name for a campaign you are going to build from scratch. Click on Begin. This will generate a form asking for all the information you need to fill in, as well as other content in your library necessary to build your landing page.

You will have default forms, images, videos, text and more in your content folder to work with. And you can upload and write all new content – even change fonts and colors of your text and links. The combinations and creative possibilities are endless.

After you have a saved landing page:

Click Preview in the topbar to view your landing page in all responsive formats, again using the device screen icons centered at the top of the screen.

Once you are done building your landing page publish your completed landig page campaign to your Contents by clicking either the Save draft or Save & Publish box at upper right side of your screen.

Campaign Automation
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Here you are able to set up a series of communications, using preset elements based on best practices and response data, or with the option to rearrange and edit all components to create your own custom campaign.

To begin, click on Campaign Automation in the list on the left side of the screen. Review the list of campaigns in the dropdown list and click on your choice of Marketing Campaign. You can also start by choosing from the same list of campaigns across the top of the page. Click on Create. This will generate a page to input information about your campaign.

Complete all areas on left side of the page:

  • Trigger Name — This is your name to identify the campaign
  • Description — This is your description of the campaign you’re creating
  • Campaign Name — This is the name of the campaign you have chosen
  • List — Choose your ustomer list or segment from the dropdown
    • If you have saved a new list it should be in the dropdown

Click on save. You will now see each campaign in your flow and have prompts to edit in the following ways:

  • Change order of communication
  • Change trigger for delivery of each communication
    • A metrics graph will appear as reference for best practices
  • Alter the calendar to change timing of delivery
  • Change from listed available formats – Email, SMS, DM, etc
  • Edit content within each communication – individual prompts per peice
  • Create new creative and add it to the flow

Each available option will prompt you through the process. You will be able to view the pieces you can choose to add and lists of triggers to choose from. Editing icons are on each screen of the flow to guide you, such as calendars, pencil, etc.

When you are done with your edits of all communication and the campaign schedule, you will click on Save Flow in the upper right of the page.

Reporting and Analytics
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Within Reporting and Analytics, you will have the option to easily generate reports in a number of ways including:

  • Campaign
  • Date Range
  • Communication format – Email, SMS, Social, Push, etc.

You will be guided to input criteria to view metrics that includes:

  • Number of messages sent
  • Click Rate
  • Open number
  • Action Taken
  • Bounce

Contact ClicTell for assistance in adding reports to support your company’s specific analytic needs.

Dashboard
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Settings
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This page includes all of your company information and global preferences that will be automatically generated into relevant fields throughout the site. Please input carefully and review to ensure that all information is correct and up to date.

Click on each tab at the top of the page and scroll through to complete or edit all fields:

  • Account Details
  • Marketplace Settings
  • Network Settings
  • Marketing Settings

Each field should be self-explanatory. If you have any questions, please reach out to our ClicTell team for assistance.