Get the PDF file: EmailConductor Overview

4-Step Startup/Upgrade Guide

Introduction

Building and maintaining a successful email program requires planning, coordination, execution and experienced resources. Fortunately, with ClickRSVP, these are all available to you.

It starts here. If you’re just beginning with email marketing, this guide will help you decide on a path and assemble the key components. For those looking to upgrade an existing program, we touch on advanced capabilities.

This is not all-inclusive. If you have specific questions or needs not covered here, don’t hesitate to call or write. Meanwhile, here’s our four-step plan to getting your financial institution started with a successful financial email program.

1. Define your situation and your goals
2. View a personalized online demo
3. Understand your options for implementation and growth
4. Review / allocate program budget

Define Your Situation and Your Goals

All situations are unique, so part of getting started is understanding where you are, where you want to be, and what needs to happen to meet your goals. Our initial Goals & Needs Assessment is designed to help you identify critical points to email marketing success. There’s no charge and it takes about 30 minutes over the phone. Topics include:

• Options for building and maintaining your email list (permission and relationship-based email)
• Program goals, phases and required resources
• Service options (from self-service to full service)
• Content generation options
• Integration with MCIF and other data
• Internal and external compliance issues
• Implementation process

Back to top    

View a Personalized Online Demo

There are dozens of good email marketing applications out there. So what makes ClickRSVP the right choice for your needs as a financial institution? It starts with a proven relational database model and a solid, no-nonsense application that offers industry-leading features for basic to advanced email techniques. From user-friendly templates to advanced list segmentation and reporting, EmailConductor handles it all.

The best way to understand it is to see it in action. Gather your team and schedule an online demo. We’ll demonstrate the basics and show you how EmailConductor can meet your specific needs. The initial demo takes about 45 minutes. Afterwards, if you want to see specific features, we can do a custom demo – or provide you with a demo account. Either way, a demo will help you understand your options. Schedule a live demo today ...

Back to top    

Understand Your Options

Email marketing comes in three basic flavors – from basic to advanced. With ClickRSVP, you can start anywhere and go anywhere. From basic newsletters to seamless integration with your internal data sources, EmailConductor is completely scalable to your needs.

• Basic – this typically entails using one or more subscriber lists who receive regular messages based on the list they belong to. Ideal for newsletters and semi-targeted campaigns. Includes the ability to follow-up based on message views and clicks.
• Intermediate – this usually entails some level of synchronization with an external database such as an MCIF or CRM system. Subscriber data is enriched with attributes such as demographics, lifestyle and or product usage. In many cases, campaign lists are developed in the MCIF and synchronized with EmailConductor for highly targeted messages.
• Advanced – in advanced programs, the goal tends to be integration: data sources (usually the MCIF), web landing pages, prospect direct marketing campaigns, search campaigns, and special-purpose signup pages, etc. These are all components that can be designed to work in conjunction with EmailConductor for maximum impact and detailed reporting capabilities.

No matter where you start, your program will have some of the most advanced capabilities on the market, and can be scaled to your immediate and long-range needs.

Back to top    

Review/Allocate Program Budget

What does all this cost? You know the answer: it depends. Factors include list size, implementation needs, and the amount of ongoing support that works for you and your team. One approach is to establish an annual “cost-per-subscriber” that works with your ROMI model. For less than $1 per subscriber per year, you can see significant results, both in “hard” dollars (increased revenue) and customer communication / retention.

• List management with unlimited messages: $200 per month minimum. Usually with a one-year contract.
• Basic set-up fee of $500, which includes two custom templates. May run higher if extensive customization of templates, forms and data is required.
• Optional services available as needed: active account / campaign management, licensed premium content, newsletter editing, program audits, HTML / creative design and database services.

For a personalized quote, please contact our sales team: csteam@clickrsvp.com or call 877-807-2027.

Back to top