Selecting a Template
The easiest way to start creating campaigns is to use one of Instant Customers templates. One advantage of using a template is the attachment of a sequence of prewritten autoresponders. Before selecting a template, you want to plan accordingly to your goals and audience. This will ensure a successful campaign.
First figure out what you want to accomplish. Are you trying to sell a book? Are you trying to sell tickets for an event? Are you trying to capture leads? Are you trying to establish an online authority? Are you selling a membership?
Second, understand your target audience and their preferred communication preferences. How do I capture leads or get found with this target audience (flyers, business cards, videos, and blogs)? Then once you have captured leads how do you communicate with them? (Autoresponder & Broadcast, Voice etc.)
For example: If your audience is the 60+ crowd then a trigger texting campaign might not be appropriate. Another example is the use of QR codes: QR codes have been utilized in other countries for a long time whereas in the US, they are just now becoming popular (regionally).
Please note: You are not required to use all of the pages included in a template nor are you required to use all of the autoresponders.
The Create from Template option is located under Campaigns at the top of the screen.
- Under the template title, there is a short description of the template and an orange More link. Here you can get a description of template purpose.
- In the upper left hand corner you see the communication methods (SMS, Email etc.) already setup for you (you are not required to use everything)
- Under some templates, there is an Eye icon. This displays a video describing the template and provides a preview of finished campaign. If you subscribe from this screen you would be emulate a subscriber's point of view.
- A PDF icon opens a template worksheet. It is important to go through the worksheet (before launching the wizard), answer the questions, gather your media and cross out what is not appropriate for your campaign.