OneView Regional Administrator Mass Emailing OverviewFebruary, 2011

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Agenda

– Purpose of training session

– Regional marketing managers

– Marketing and sales integration

– Measuring marketing effectiveness

– Marketing workflow

– Mass emailing defined

– Creating a distribution list

– Accessing mass emailing functionality

– Mass emailing form

– Sample mass email

– Contacts and Mass E-Mails

– Administrator Support

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Purpose

The purpose of this presentation is to provide OneView administrators a high level overview of the mass emailing functionality in OneView so that they:

• Understand the mass emailing capability in OneView

• Can better support the needs of the marketing/ mass emailing users in their respective country/region

If you are interested in learning more about the marketing process and mass e-mailing functionality, please contact your respective marketing manager for additional information.

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Regional & Specialty Marketing Managers

Holger AltvaterVP Marketing

Brian KingAmericas

Toby EdwardsAsia

Iolanda MancusoEurope

James GildeaMiddle East

Karen RichardsProject Logistics

Mark RidgeChemicals

Jennifer LimFairs & Events

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Marketing and Sales Integration

OneView is Agility’s global customer relationship management solution

- Sales - Manage opportunities- Cultivate customer & prospect relationships

- Marketing & Communications- Manage projects that support high level priority campaigns

- Support company & sales strategy- Increase brand value & reputation of Agility- Strengthen internal culture and promote brand values to employees

- Purpose of marketing and sales integration is to measure the effectiveness of marketing projects and project items in generating leads and opportunities

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Measuring Marketing Effectiveness

It is important for sales to indicate if a lead or opportunity came as a result of a marketing project or marketing project item such as a mass email, website/micro-site, tradeshow and

so on. Speak to your regional marketing manager to get a list of marketing projects for your region.

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Marketing Work Flow

Marketing Campaigns

Marketing Projects

Marketing Project Items

A Marketing Campaign is a long term marketing goal/strategy such raising awareness of the Agility brand

Marketing Projects are specific activities that support a campaign

Project Items are a series of marketing tasks that support a project

Mass Emails are sent as part of marketing projects or marketing project items in support of a campaign.

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Mass E-Mailing Defined

– Mass emailing is a module in OneView that allows marketing users to send out an email to an internal or external distribution list referred to as a static list

– i.e. CSR360, Enterprise News, etc.

– Distribution lists can come from within OneView via saved search or an external list that is imported into OneView

– Only marketing users that are in the import leads security group are able to import distribution lists against marketing projects or marketing project items (referred to as leads)

– There is a special template that is used to import the leads that must be followed exactly.

– Internal lists are a result of saved searches in OneView against employees, companies, or contacts

– Mass Emailing is used by the marketing team as a marketing project or marketing project item in support of a specific marketing campaign in line with the marketing process

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Creating a distribution list within OneView - Run a search against the appropriate business object in OneView (i.e. Contacts)

- Tick the individual records that you want to use include in the list or simply tick the “Select All” tick box at the top of the list.

-Click the “Save Selections To” button found at the bottom of the screen

- Find your list on the Saved Searches link under the appropriate business object and in the static list field on the mass mailing form

Note that when a contact selects to opt out of receiving future email

correspondences, OneView will automatically update the

employee profile by ticking the Do Not Email Box on the employee

profile

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Accessing the Mass Emailing Functionality

The mass emailing form can only be accessed from a marketing project or marketing project item form.

In order for the mass emailing button to be enabled:

-The marketing project type / project sub type combination must designate that an email blast will be sent

- The marketing project/ project item must be approved

-Regional and global marketing users have the ability to approve marketing projects by changing the status from “idea” to in progress and enters their name in the Approved By field. Regional and global marketing users have the ability to approve marketing projects by changing the status from “idea” to in progress and enters their name in the Approved By field

- Must save the project/project item form before the button becomes enabled

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Mass Emailing Form

- Schedule a mass email to be sent on the same day or a future date

- Static list refers to the distribution list (either imported as a marketing lead or from a saved search within OneView)

- Option to designate reporting metrics

- Specify how the from email address should appear (i.e. Agility Sea Freight Group)

- Based on your audience, select the appropriate template

- Use HTML to customize the email body

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Sample Mass Email

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Contacts and Mass Emails

The Interactions Tab of the Contact Profile displays a list of all mass e-mails that a contact received as well

as collateral.

Account managers and marketing users can enter

information on the marketing interaction grid

and this includes both paper and electronic

collateral.

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Administrator Support

- Designating Mass Emailing Users- Tick the marketing box on the employee profile- Tick the mass mailing box- Tick the import leads if the user needs to be able to import an external

distribution list

- Assisting in the creation of appropriate saved searches against contacts, employees, etc.

- Working with both the marketing team and account managers to get contact information entered and updated in OneView- Marketing can provide list of back bounce/invalid e-mails that you can

forward to the account managers to update

- Work with the account managers to ensure that they are appropriately linking leads and opportunities to the appropriate marketing project

Thank you

January 2011