Read about new time-based emails and a successful client campaign!
 
 
Marketing Automation Update Your Source for Info, Insights & More
 
 
 
 
 
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Welcome to all our new readers, and thanks to those who are returning for our seventh issue! For anyone who has just recently started on the platform, be sure to check out our past eNewsletters to gain insights, see client results and more. And as we continue to grow the platform, be sure to bookmark The Hub to stay up to date!
 
 
 
New! Platform Feature – Send Time-Based Emails
 
 
Birthday emails
Wish your accountholders a happy birthday on their special day! By sending us a one-time list of all accountholders with their birthdates, we can set up automation to send out birthday emails daily.
 
 
Anniversary emails
Do you want to congratulate your accountholders on their anniversary with you? Maybe offer a gift to thank them for continuing to choose you? We can build this into your program similar to the birthday emails.
 
 
Get started today!
Have another idea for an email? Or ready to get started? Email your account manager today to discuss next steps.
 
 
 
New Contact Manager
 
Have you seen the new Contact Manager when you log in to your dashboard? You can now customize your view, sort by different fields and more.  
 
We will be retiring the old Contact Manager in the near future, so make sure you check out the new version if you have not already! We have updated our Instructional Guide to include the new Contact Manager as well. If you need any help navigating, let us know. 
 
 
 
 
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Client Feature
 
Superior Choice CU needed a campaign to quickly increase trackable leads as we worked to launch website drip emails. Read on to learn about their Valentine’s Day giveaway that resulted in 11.5% of their members becoming trackable!
 
 
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Pro Tip: Deliver Content Through Interactive and Trackable Publications
 
Do you have a document to share with your contacts? Perhaps an educational guide, annual report or newsletter? We can transform your content into an interactive publication with pages that flip and make sound. We can even embed videos, links and simple animations. Then, leverage the power of Marketing Automation by embedding the document into a trackable landing page. Ask us for more information today!
 
 
 
 

To learn more about the platform (including how to access and interpret reports to inform your marketing strategies), please refer to our comprehensive how-to guide.

 

 

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Since launching Marketing Automation...
 
38.9K
 
leads tracked
 
 
2,641
 
Emails sent
 
 
477
 
landing pages
designed
 
5,226
 
Cups of coffee consumed
 
 

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