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Thursday, June 17, 2021

Larkspur Executive Pro / Pro-Plus Campaign Follow Up

Marketing is composed of a whole lot of “No -s” and few “Yes -es”. In other words, it is a volume game, meaning that to see results there must be a lot of attempts. It is important to note that those attempts do not have to be different recipients. For example, if a lead that has been emailed is nonresponsive a marketer should make a different point of contact such as calling. When using the Larkspur Executive automated email marketing tool, it is imperative to follow up to maximize the full potential of the tool. There are two ways to follow up in the tool.

 

In-Depth Follow-up: Detailed, Organized, Efficient

 

Step 1. Select CRM In the top RIGHT

Step 1. Select CRM In the top RIGHT

 

 

Step 2. Select Leads in the top LEFT

Step 2. Select Leads in the top LEFT

 

Step 3. Apply Filters

Step 3. Apply Filters

 

Step 4. Click on the name of a lead and gather information before the call

Step 4. Click on the name of a lead and gather information before the call

 

 

Step 5. Call – Phone number can be found in the Basic Section

Step 5. Call – Phone number can be found in the Basic Section

 

 

Step 6. Make A Note and Save it –  Found in Notes Section

 

 

Step 7. Select Back to List in the top LEFT

 

 

Step 8. Make a Status

Step 8. Make a Status

 

Step 9. Continue Down Your Leads List!

 

 

Rapid Follow-up: Quick, Easy, Simple

 

 

Step 1. Select PRO In the top RIGHT

Step 9. Continue Down Your Leads List!

 

 

Step 2. Select Campaign Dashboard

Step 2. Select Campaign Dashboard

 

 

Step 3. Select Batch Campaign Details

Step 3. Select Batch Campaign Details

 

Step 4. Select Contact With Opens

 

 

Step 5. Call ALL the contacts that have a grey envelope icon, and DO NOT call the contacts with the RED envelop icon (Unsubscribed)

Step 5. Call ALL the contacts that have a grey envelope icon, and DO NOT call the contacts with the RED envelop icon (Unsubscribed)

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