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

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, Effective Software Solutions

Traditional B2B Email Marketing

Traditional B2B Email Marketing

Traditional B2B Email Marketing -

B2B2B Email Marketing

B2B2B Email Marketing

B2B2B Email Marketing

B2B2B Email Marketing

B2B2B Email Marketing

B2B2B Email Marketing

B2B2B Email Marketing

Other Examples • Little League ▫ Red Sox ▫ Yankees ▫ Blue Jays • Back Office Insurance Provider ▫ TD Bank ▫ People’s Bank ▫ Webster Bank

Goals • Single Email Template • Easy for Marketing Team to Use • Scalable

Goals • Single Email Template • Easy for Marketing Team to Use • Scalable Possible Solutions • Create a Separate Email for Each Agency

Goals • Single Email Template • Easy for Marketing Team to Use • Scalable 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 Possible Solutions • Create a Separate Email for Each Agency • Create a Single Email with “If…Then” Statements • Agency Entity / Freemarker Text

The Solution

The Solution

Freemarker

Freemarker

Freemarker

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 / <#if Recipient.contact.ins_agency.ins_agency.ins_agencytype == Customer "CU">Member<#else>Customer</#if> “insurance ${Recipient.contact.ins_agency.ins_agency.ins_employeedescription} experts” vs “crew members” Agency Toll Free ${Recipient.contact.ins_agency.ins_agency.ins_tollfreephonenumber} Number Full Agency Name ${Recipient.contact.ins_agency.ins_agency.ins_fullagencyname} Short Agency ${Recipient.contact.ins_agency.ins_agency.ins_shortagencyname} Name Agency Website ${Recipient.contact.ins_agency.ins_agency.ins_agencywebsite} ${Recipient.contact.ins_agency.ins_agency.ins_cusoorlegalentityname} CUSO/Parent Company Button to Agency <a Website href="http://${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>