B2B2B Email Marketing P2 Automation, LLC Introduction Steve - - PowerPoint PPT Presentation

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B2B2B Email Marketing P2 Automation, LLC Introduction Steve - - PowerPoint PPT Presentation

Jan 19, 2023 145 likes •409 views

B2B2B Email Marketing P2 Automation, LLC Introduction Steve Pestillo President and Owner of P2 Automation Dynamics CRM Specialist (since 2006) ClickDimensions Certified Professional (user since 2011) Provider of Simple,

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B2B2B Email Marketing

P2 Automation, LLC

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Introduction

  • Steve Pestillo

▫ President and Owner of P2 Automation ▫ Dynamics CRM Specialist (since 2006) ▫ ClickDimensions Certified Professional (user since 2011) ▫ Provider of Simple, Effective Software Solutions

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Traditional B2B Email Marketing

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Traditional B2B Email Marketing

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Traditional B2B Email Marketing

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B2B2B Email Marketing

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B2B2B Email Marketing

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B2B2B Email Marketing

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B2B2B Email Marketing

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B2B2B Email Marketing

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B2B2B Email Marketing

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B2B2B Email Marketing

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Other Examples

  • Little League

▫ Red Sox ▫ Yankees ▫ Blue Jays

  • Back Office Insurance Provider

▫ TD Bank ▫ People’s Bank ▫ Webster Bank

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Goals

  • Single Email Template
  • Easy for Marketing Team to Use
  • Scalable
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Possible Solutions

  • Create a Separate Email for Each Agency

Goals

  • Single Email Template
  • Easy for Marketing Team to Use
  • Scalable
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Possible Solutions

  • Create a Separate Email for Each Agency
  • Create an Email Template with “If…Then” Statements

Goals

  • Single Email Template
  • Easy for Marketing Team to Use
  • Scalable
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Possible Solutions

  • Create a Separate Email for Each Agency
  • Create a Single Email with “If…Then” Statements
  • Agency Entity / Freemarker Text

Goals

  • Single Email Template
  • Easy for Marketing Team to Use
  • Scalable
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The Solution

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The Solution

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Freemarker

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Freemarker

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Freemarker

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Freemarker

${Recipient.contact.firstname[0]!""} ${Recipient.contact.p2_agency.p2_agency.p2_fullagencyname} ${Recipient.contact.p2_agency.p2_agency.p2_shortagencyname}

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Freemarker

Text Freemarker Member / Customer <#if Recipient.contact.ins_agency.ins_agency.ins_agencytype == "CU">Member<#else>Customer</#if> “insurance experts” vs “crew members” ${Recipient.contact.ins_agency.ins_agency.ins_employeedescription} Agency Toll Free Number ${Recipient.contact.ins_agency.ins_agency.ins_tollfreephonenumber} Full Agency Name ${Recipient.contact.ins_agency.ins_agency.ins_fullagencyname} Short Agency Name ${Recipient.contact.ins_agency.ins_agency.ins_shortagencyname} Agency Website ${Recipient.contact.ins_agency.ins_agency.ins_agencywebsite} CUSO/Parent Company ${Recipient.contact.ins_agency.ins_agency.ins_cusoorlegalentityname} Button to Agency Website <a href="http://${Recipient.contact.ins_agency.ins_agency.ins_agencywebsite}"> <img style="border: 0px solid currentColor;" src="https://app.clickdimensions.com/blob/insuritascom- a1r8v/images/b2c_images/shop_button.gif"></a>