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1. New Edit Run Import Advanced X Delete Reporty Data Find Records Collaborate Data target360 ft R Visitors Active Visitors v p 4 Alert System E Company Region Country Lead Contact First Date Visits Alerts F Virgin Media Sheffield United Kingdom 26 10 2012 16 27 1 Sori E PlanetTechnologies Gelderland Netherlands 26 10 2012 15 55 1 F Bharti Broadband Delhi India 26 10 2012 13 38 1 a os eports _ E 8 British Telecommuni Bristol City of United Kingdom 26 10 2012 12 27 1 4 My Work E Z Activities Lg Offline Activities B Accounts 83 Contacts 4M Microsoft Dynamics CRM CRM Admin if tends Fe Activities View Charts Customize a Opportunities j S n amp Phone Call pma BZ Edit Cancel Pe L amp aCopyalink f gt Export to Excel 4 Campaigns W qa amp Sl XB oe ee ae A Campaigns B Letter X Delete 24 Set Regarding ap al E mail a Link Y Filter ee Task E mail Appointment Mark i Add Assign Run Import Advanced Marketing Lists E Fax Other Activities Complete Note Reporty Data Find bA Email Activities New Records Actions Include Collaborate Data B Digital Activities target360 f GR Activities Active Visits fi p 4 Alert System E Company Landing Page IPAddress Pages Seen Region Country Time on Site Campaign Activ Visit Da lt Ej Alerts a a Be Un Limited default php 87 194 154 113 2 Northumberland U
2. setings 1 3 of 3 0 selected Settings mo o e A BE C DUL E F GO HR 1 9 E Page 64 of 149 KH 4 Pagel gt w X Y Z target360 3 1 What is Social Media Management amp Tracking Social Media Management amp Tracking is an umbrella term for the ability to market via Facebook Linked in Blogs and other social media platforms and track the resulting interest back to specific products and services thus engaging with users based on their real interests and behaviours Target360 enables you to create Campaign containers for pushing you products and services via social media This is done through the creation of e Digital Routes e Digital Activities Generally your goal will be segment your digital marketing into distinct digital routes so that leads and opportunities can be traced back to their source allowing you to determine which social media is working best for your business For example it will be useful to know that you have gained no revenue via Facebook while Linked in is providing substantial revenue This may suggest that you should not be spending marketing budget on Facebook or perhaps you need to adjust your message for that audience The following sections provide a more detailed description of digital routes and activities rs User Manual v1 8 7 Page 65 of 149 target360 3 2 Digital Activities Digital Activities represent specific communications with users of specific socia
3. target560dev Digital Routes View Charts Add Customize Sign Out A ug Activate 53 Copy a Link S TE fx gt Export to Excel E x5 Deactivate faj E mail a Link T Filter Edit Run Import Advanced X Delete Records Report Data Find Collaborate Data settings360 f Gee 4 Email Campaign Fr Solution Configs amp Email Configs amp Targeted Email Errors Digital Routes Active Lead Score Configuration Routes v Created On 29 08 2012 10 08 29 08 2012 12 19 E Route Ell Email Campaign El Facebook g Twitter 16 09 2012 13 51 4 Web Analytics Fr Lead Score Configuratio L Digital Routes amp Form Capture Configura 4 Administration L Visit End F Overnight Scores a Error Logs F Send Campaigns 4 Dynamics ng Imports 4 Offline Activity _ Offline Activity Types HEY 94 mapa 07 2494 AMPID Bo a KH 4 Pagel gt 1 3 of 5 0 selected All A B x Y Z Figure 51 The Digital Routes Grid Digital Routes can be classed as configuration and you will only need to visit this area for initial set up and to add new routes as they arise pi User Manual v1 8 7 Page 67 of 149 target360 3 4 How do create a Digital Activity 3 4 1 Walkthrough Create a Digital Route In target360 Digital Routes are the heart of social media tracking In this walkthrough we will add a new Digital Route Once added the new route will be immediately available for use within D
4. d https redspiredemo crm4 dynamics com main aspx7etc 10120 amp extr O X 144 Visits Active Visits Microsoft A Visit Redspire co uk 88522 X a sl Ail Microsoft Dynamics CRM CHM Admin Visit Customize Redspire Demo A Save amp New il To Case T jal Sharing amp ml Fl X Delete Promote to Response Pr Copy a Link 3 Connect Addto Queue Item _ Run Start Run Queue Details al E maila Link Workflow Dialog Report Mark Save Save amp To Complete Close Opportunity Save Convert Activity Collaborate Process Data Information e Visit General Redspire co uk 88522 26 10 2012 16 27 59 Page Views Visit Date 26 10 2012 16 27 Form Captures v General Related Type 4 Common Audit History Date 10 2012 ors Time on Site E Alerts Visit Number Pages Seen 2 Targeted Email Respon Site Redspire co uk Visitor amp Redspire co uk 520 13512652910 4 Processes Referrer Information Keyword s Terms And Conditions Statements Referrer l http google co uk url Landing Page l legals terms of use php Campaign Information Campaign Str ect Route e Campaign Activity Str i Campaign Ea Digital Route To Email Campaign Visitor Information IP Address is 88 3 Company Region Country Contact Lead v Page Views Page Day Date Page Page Number Fr 26 10 2012 legals_terms_of_use php 1 1 1 of 1 0 selected v Form Captures Date
5. Direct http www_google com imgres http www google co uk imgres http Awww_qoogle co in imgres http Awww_google com search http www google_ru url http www google co uk search http www google com url http www google com_pk imgres http uk ask com web http www google_Ik imgres ttp www google co_in url h http www google at imgres http www google com eg imgres http www_ google com_my url http www bing com images search http www google de imgres h ttp 10 1 0 61 15671 cgi bin blockOptions cqgi http www google co za imgres http www google t imgres http www google co th imgres ttp www google com ua imgres h http Awww google_no imgres http www facebook conmvl php Figure 105 Sample Visits by Referring Page Report User Manual v1 8 7 Page 132 of 149 H o ow S e e e re re Be Be Be Be re e e e Be e W M MW M MM AA A g target3 60 Column Description Referrer The URL of the page preceding a visit to your web site When a user visits your site directly from say a URL stored in their browser favourites the Referred will be shown as Direct Count of Unique Visits A count of visits by unique individuals who visited your web site Note Unique visitors are often identified by using browser cookies so an individual who logs on to the site using different browsers or computes may register as multiple individuals target3 60 User Manual
6. No of Visits The total number of unique visitors to the site Note Unique visitors are often identified by using browser cookies so an individual who logs on to the site using different browsers or computes may register as multiple individuals rs User Manual v1 8 7 Page 117 of 149 target360 7 11 3 Charts The Visits by Hour Chart The Visits by Hour Chart is a composite line graph of visits by hour Each date chosen in the range will be shown as a distinct colour on the graph so trend can be analysed Note that if a large date range is selected it will become very difficult to identify a specific date line and the chart may become excessively noisy Visits Per Hour 25 02 2012 me 2602 2012 Mo Of Visits o m Figure 93 Sample Visits by Hour Chart target3 60 User Manual v1 8 7 Page 118 of 149 7 12Top Leads 7 12 1 Purpose The Top Leads Report provides an analysis of high scoring Leads per Owner per Date Only Leads with a maximum score greater than zero will be shown in the analysis The maximum score is determined across the date range of the report as entered by you 7 12 2 Tables 01 02 2012 target360 Eric Schmidty Google 01234567869 17 06 02 2012 target360 Dave Burrell Redspire 07837930096 20 Dave Burrell test Target360 07837930096 11 07 02 2012 target360 Joshua Bruce Paper Cutter 01234567890 22 20 02 2012 CRM Admin David Small Redspire 01234567890 17 Figure 94 Sample Top Leads
7. mail Cam J a ooge Ad T J3 Blogd Figure 61 The Dashboard Various dashboard views are available which pertain to the role of a particular user No Opportunity reco tds are available in this view A For example the figure above shows the visitor sales and web sales pipeline as well as visits and won opportunities in the last week This is all considered to be relevant information for the managing director User Manual v1 8 7 Page 83 of 149 target360 6 1 target360 Dashboards Dashboard views are selected by clicking on the role to the right hand side of Dashboard as shown below Dashboards 25 EA eX EG Eg bg le A Assign sh de N New Edit Delete SetAs Share Default Dashboard Dashboard Management target360 4 Alert System Figure 62 Dashboard Views By changing this view you can display different lists and views depending on the system user role The top menu bar contains a list of dashboard options including creating a new dashboard editing an existing one deleting setting as default which affects the first dashboard displayed or sharing a dashboard The default list of target360 dashboard views is 1 2 3 4 5 6 7 8 9 Managing Director Marketing Manager Marketing Professional Sales Manager Salesperson Visitor Pipeline Opportunity Summary Marketing ROI Visit Analysis 10 Conversion Summary User Manual v1 8 7
8. 02 2012 22 02 2012 23 02 2012 24 02 2012 25 02 2012 26 02 2012 27 02 2012 Date Peak Time 24hr Figure 107 Sample Peak Times Chart pi User Manual v1 8 7 Page 135 of 149 target360 8 Configuration target360 requires a small amount of setup in order to maximise the data accuracy and quality that the system can provide In order to effectively track sales leads which visit your website you should e Install the target360 Tracking Code JavaScript on any web site pages you wish to track e Configure Form Capture Fields so that your web site forms can be effectively mapped to target360 fields within the resulting Lead record To leverage your existing leads you can e Import existing lead data target360 x User Manual v1 8 7 Page 136 of 149 target360 8 1 Lead Scoring 8 1 1 Lead Score Configuration The Lead Score Configuration settings can be found and edited by target360 Administrators Select settings360 on the bottom of the navigation bar on the left hand side Click on Lead Score Configuration in the Navigation Menu settings360 fal Lg 4 Email Campaign F solution Configs FE Email Configs F Targeted Email Emors 4 Web Analytics F Lead Score Configurations L Digital Routes Le Fom Capture Configurations F IP Addresses 4 Administration Lap Visit End F Overnight Scores F Error Logs F Send Campaigns 4 Dynamics TE Imports 4 Offline Activity Lap Offline Activity Types target360
9. 1 Opportunities 5 1 1 Opportunity Creation 5 1 2 Walkthrough In this walkthrough we will create an Opportunity To create an Opportunity you need to navigate to the Opportunities section of target360 on the Application navigation pane as shown below target3 60 User Manual v1 8 7 Page 82 of 149 6 Dashboards The default user homepage in target360 is called the Dashboard which is made up of a collection of charts and lists The purpose of this is to display your most pertinent information on a single front page The default dashboard that is displayed can be compiled edited and modified to give you the best overall view of your business from your perspective Dashboards ZeSESBoSeAaA a New Edit Delete SetAs Share Assign sri Advanced Default Dashboard All Find Dashboard Management Action Query target360 i a EN Dashboard 1 Managing Director v 4 Alert System Lg Alerts Visitors Pipeline Sales Pipeline 4 Reporting Active Visitor Pipeline Open Opportunities E Reports 4 My Work Z Activities 3 Accounts i84 Contacts amp Leads Gf Opportunities 4 Campaigns amp Campaigns MB Unknown Ml Known HB blank Marketing Lists iii Web Sales Pipeline Open Web Opportunities HB blank Sik yin f Opportunities Won Opportunities Last Week Search for records pP Active Visits Topic Potential Customer Est Revenue Owned
10. 4 Field Name Field Data Status Completed Figure 12 The Visit Form Target360 can determine e The site page from which the user came to your site the referrer e The keyword s used to find your site if they came from a search engine such as Google or Bing e The page that they landed on e The pages viewed within the session e How long the visitor remained on your site e Whether the visit was the result of an email or digital campaign A Visitor can have many visits or sessions and this enables you to build up a profile of visitor behaviour helping you to evaluate the popularity of specific landing pages on your website ia F I User Manual v1 8 7 Page 19 of 149 target360 1 4 Form Fills A good web site will contain one or more forms designed to capture the identity of anonymous visitors It may be that visitors must tell you something about themselves in order to read or download content or they may simply fill in a form to evaluate your products or services You can capture these form fills directly and automatically into target360 by adding some simple form configuration details to the target360 system e gt mM https redspiredemo crm4 dynamics com main aspx skipnot P acxXx i Form Capture Configuratio X tr kt Ail Microsoft Dynamics CRM CRM Admin Redspire Demo Form Capture Configurations View Charts Customize Sign Out A 12 Activate 33 Copy a Link s fx gt Export to Excel EN a4 Deac
11. 41 161 72 186 80 A 78 B Accounts B MTN Network Solutions P crm_single_custor 196 31 121 94 704 75 re Contacts B Sky Broadband dynamics_crm_ma 90 211 68 111 60 58 Le D Leads B Verizon Business dynamics_crm_201 63 111 9 253 z 50 zr gt z 4 Gf Opportunities m Bezeq International default php 82 80 1433 3 A 4 Campaigns Orange mobile retail_crm_solutio 213 205 227 246 i 2 ad Ee Eircom crm_contact_manz 86 47 106 127 ing Lists z 20 2 fd Email Activities B Scottish Power PLC default php 194 32 190 7 el Digital Activiti Ziggo crm_segmentatior 82 74 150 64 n PA pres T T T T T T 1 4 Analytics a British Telecommunications default php 81 148 99 73 Week Week Week Week Week Week Week Week visitors mie Virgin Media dynamics_crm_ma 81 108 4 148 36 37 38 39 40 41 42 43 Redactive Publishing default php 195 171 132 228 of of of of of of of of 2012 2012 2012 2012 2012 2012 2012 2012 P Linknett business custom dynamics_crm_201 82 147 51 178 T Week Visit Date P HKNet Company Limited crm_single_custor 202 71 207 249 j AE target360 z 3 K D 1 250 of 508 0 selected H 4 Pagel Db A A Click on the chart to perform Drill Down E Settings MFABCDEFGHIJIKEMNOPORSTUYWXTZ User Manual v1 8 7 Page 16 of 149 1 1 What is Web Tracking 1 1 1 Introduction Web Tracking is the process of identifying and analysing visitor behaviour on your website Target360 allows you to collect three types of information
12. Average Chat Time represents the Total Chat Time divided by Successful Chats oh User Manual v1 8 7 Page 97 of 149 target360 Chats with Leads Chats with Leads represent Successful Chats identified as being with existing target360 Leads a hy User Manual v1 8 7 Page 98 of 149 target360 7 2 Contacted Leads by Marketing Campaign 7 2 1 Purpose The Contacted Leads by Marketing Campaign Report provides a summary of Leads who have visited your web site and have also been contacted via a target360 Activity Email Phone Call Fax etc Note that User Chats are not currently included in this report Leads are shown in this report only if they were created during the time period that you specify 7 2 2 Tables E 20 02 2012 2 B 21 04 2012 E Direct Direct 1 Test Chat E Test Campaign Facebook 1 Test Chat B 21 02 2012 1 E Test Campaign Facebook d Referrer 1 Facebook B 27 02 2012 1 B 27 02 2012 1 E Campaign 10 Email Campaign 1 Test Employees E Direct Direct 1 Test Employees Figure 74 Sample Contacted Leads by Marketing Campaign Report Column Description Week The data is summarized into weeks The date in this column represents the Monday of the week during which the Lead was created The Date represents the date on which the Lead was created The Campaign is derived from the Visit conducted by the Lead The Full Name of the Lead Count of Contacted Leads A count of the Leads as shown in the detail of th
13. DEAA V E O O E tet tate used actos witclnstunese dau emtn ame 66 3 3 PFN OUI CSS casio earecsn viata E E E one nate een E E aueeseaa cones N 67 3 4 How do create a Digital Activity ccccccecccscccsccesecsseceeeceeececeecseeeseesseeseeeeeeeeeeeeeeueeeeeseesseeneeeaness 68 AC SCOrINE conrear E aa O 4 1 Administering Lead Scoring sessessessessessesresersrrsreseeseeseesesscssessesrreessessesreereseeseoseoseosessesseereeresreseesee 76 4 2 dane I S CORNE ace inn AE A EE AEE E 79 S SIOS a E aan L 5 1 OPPOP ee T E esc te E T TA T 82 6 D amp NDOIAS cor e EE E O EE A a Oo 6 1 taree GO Dasho d Senon he ee re ee Te ee ee ee R 84 6 2 Creating a New Das al G sinicsasnearcasernmanvorhunsadstaacepine iawn ton oian ie shengatacatacedsawseanesaveecsxuccssaseacevansseaese 94 E REDONO serr sesscwsduasconsesensaun svecsarcessatestaaseunvceecvudestersestavesaneosseaseenns OO 7 1 CA UTA e O E 97 7 2 Contacted Leads by Marketing Campaign ccccccssccssccseccsecseccseceeecsseceucceueceucseesseeseesseeeuceeeeeeeeees 99 7 3 Contacted Leads by Referring Page ccccscccscccsecesecssecencceecceeessecceeeeseeaneeseeeeeeeeceeueeeeeeeeeeeeeneeeaaes 100 7 4 Eepe E a E E A A A 101 7 5 Fe VAN OTC SUNT ye tscsietipste tos cctv O ua ba cttnata Sas A TE E A E 103 7 6 Keyword Summary by Search Engine ccssccssccseccseccecceccseccseceeeceseeaucceeeseueseeesseeaseeeuceeueeeueeeeenees 104 7 7 Leads Who Visited Via Email LINK
14. J Campaigns My Campaigns X 4 Microsoft Dynamics CRM David Small targetS60dev Campaigns View Charts Customize Sign Out A J FEA Activate Ea Copy a Link 3 gt fx gt Export to Excel 3 Deactivate va al E mail a Link w Y Filter F New Edit Assign Run Import Advanced Template x Delete Report Data Find Records Collaborate target360 A R Campaigns My Campaigns O ke 4 Alert System TERA Template Status Reason Created On Alerts Campaign No Proposed 29 08 2012 10 05 4 Reporting Test Campaign No Proposed 19 10 2012 15 44 RF Dashboards 3 E Reports Test Campaign 2 No Proposed 19 10 2012 16 15 Test Campaign 3 No Proposed 22 10 2012 10 21 The Big Event No Proposed 05 11 2012 10 23 Z Offline Activities gt Accounts 84 Contacts 2 Leads Fi Opportunities HEYD 94 m pa 07 IYAD Ep 4 Campaigns E Campaigns Marketing Lists bJ Email Activities Digital Activities 4 Analytics 8 Visitors Visits gt target360 i settings360 1 5 of 5 0 selected Settings Al A B 2 5 1 Campaign Creation Campaigns are simple containers for Email Activities Digital Activities and Campaign Activities Each Campaign needs as a minimum a Name and a Proposed Begin and End Date The Proposed Begin Date and the Proposed End Date are used by reporting and do not have an effect on the functionality of the Campaign or its Activities It is up to your organisati
15. Lists b4 Email Activities Digital Activities 4 Analytics 8 Visitors Visits AX target360 HEY BY mapa 07 B44 APD Bo a Z settings360 l 1 23 of 23 0 selected Settings Al A B Figure 33 The Marketing List Grid Click on the New button on the Ribbon User Manual v1 8 7 Page 38 of 149 target360 Enter the new Marketing List s details zal Marketing List Big Event Lead List Modified On 03 11 2012 16 13 General Name Big Event Lead List Type Static Dynamic Purpose Source Currency wat Pound Sterling Cost Locked Last Used On Member Type Modified On 05 11 2012 Last Used On Owner We have chosen a Member Type of Lead and a Marketing List Type of Static We are now going to Use Lookup to add members Click on Marketing List Members to add contacts to the new Marketing List File Manage Marketing List Se Qualify Add e Create Opportunities Customize T Add to Another Marketing List Members 4 Remove from Marketing List Actions Information F General Notes Related 4 Common Audit History Email Activities 4 Marketing ot Campaigns 4 Quick Campaigns 4 Processes User Manual v1 8 7 Marketi Modified Status Ai Microsoft Dynamics CRM Marketing List Members Tz Copy a Link OY B gt j aj E mail a Link Manage Mem
16. Marketing Lists f o an s ri Count All vis uw oO Count All Visit ID 19 02 2012 20 02 2012 21702 20124 22 02 2012 23 02 2012 24702 20124 Visits by Top 5 Keyword Visits by Top 5 Route Visits by Top 5 Campaigns Active Visits Active Visits Active Visits 2 000 2 500 2 500 2 000 1 500 1 000 1 500 CountAll K o4 Count AIl Route 7 o 88 Count All Campaign ps u o o8 8 Redspire test Campaign internet f 100 Figure 69 Dashboard 9 Visitor Analysis The Visitor Analysis dashboard as shown above focuses on the website visits to display 5 separate graphs over different periods of time i e 1 Visits by Day 2 Visits by Week 3 Visits by Top 5 Keyword 4 Visits by Top 5 Route 5 Visits by Top 5 Campaigns pi User Manual v1 8 7 Page 92 of 149 target360 6 1 10 Conversion Summary Dashboard 10 Conversion Summary v Visits by Week All Visits in Last 6 Months 200 100 0 1 ee ee ee ae oo vo Q oo wv O SSS 5 Week Visit Date Leads by Week All Leads in Last 6 months 200 100 pe 3 gt W Week 5 of Week 6 of Week 7 of Week 8 of Week Created On Won Opportunities by Week Opportunities Last 6 Months N a 14 Count AI Cr Week 5 of Week 8 of Week Created On Figure 70 Dashboard 10 Convers
17. Report Column Description The date that the Lead was created Owner The Owner of the Lead This is generally the user responsible for nurturing the Lead Business Telephone The business telephone number of the Lead The maximum score of the Lead across the date range of the report as entered by you target3 60 User Manual v1 8 7 Page 119 of 149 For a Lead to appear on the report e It must be an Active lead e It must have been created on a date within the date range of the report e It must have a maximum score greater than zero at on a data within the date range of the report A User Manual v1 8 7 Page 120 of 149 target360 7 12 3 Charts Owner Leads Chart The Owner Leads Chart shows Owners along the X axis and a count of Active leads along the Y axis Owner Leads 6 DW Leads Count of Leads CRM Admin target360 Owner Figure 95 Sample Owner Leads Chart Owner Average Score Chart The Owner Average Score Chart shows Owners along the X axis and the average Lead score along the Y axis Owner Average Score 20 ME Avg Scores Avg Score i CRM Admin target360 Owner Figure 96 Sample Owner Average Score Chart target360 User Manual v1 8 7 Page 121 of 149 7 13Top Leads Not Contacted 7 13 1 Purpose This is currently not fit for purpose due to the difficulty of reporting on a record with NO child records The absence of records cannot be determined using FetchXML The repor
18. X Jaq Leads My Open Leads Mi X j Advanced Find CRM Admin Redspire Demo Sign Out 4 Alert System Alerts 4 Reporting P Dashboards 2 Reports A Activities _ Offline Activities iB Accounts 84 Contacts Sy Leads Fi Opportunities 4 Campaigns E Campaigns Marketing Lists bA Email Activities F Digital Activities 4 Analytics Visitors Visits AX target360 Z ttings360 Setti A R Leads My Open Leads Name Company Name Topic Search for records p Lead Status Status Reason CreatedOn lt Gordon Test01164 Gordon Test01165 Gordon Test01166 Gordon Test01167 Gordon Test01168 Gordon Test01169 Gordon Test01170 Gordon Test01171 Gordon Test01172 Gordon Test01173 Gordon Test01174 Gordon Test01175 Gordon Test01176 Gordon Test01177 Gordon Test01178 Gordon Test01179 Gordon Test01180 Gordon Test01181 Gordon Test01182 Gordon Test01183 Redspire Gordon 10 000 Test 01164 Gordon 10 000 Test 01165 Gordon 10 000 Test 01166 Gordon 10 000 Test 01167 Gordon 10 000 Test 01168 Gordon 10 000 Test 01169 Gordon 10 000 Test 01170 Gordon 10 000 Test 01171 Gordon 10 000 Test 01172 Gordon 10 000 Test 01173 Gordon 10 000 Test 01174 Gordon 10 000 Test 01175 Gordon 10 000 Test 01176 Gordon 10 000 Test 01177 Gordon 10 000 Test 01178 Gordon 10 000 Test 01179 Gordon 10 000 Test 01180 Gordon 10 000 Test 01181 Gordon 10 000 Test 01182 Gordon 10 000 T
19. be changed to contain the data itself so it is meaningful in its own right For example a field may contain 1 as a lookup to another table with an ID of 1 and description of Pound Sterling The data to be imported should be changed to contain the description Pound Sterling itself If a field contains more than one piece of data to be imported this should also be broken down to contain individual elements For example an Address field that contains the number street name town and post code should be separated into House Number Street Town and Post Code fields In summary each field should contain where possible a single element of data with a recognisable name and meaningful data 4 User Manual v1 8 7 Page 142 of 149 target360 9 2 Importing Existing Leads To ensure that data import is successful and allows for the best use of data it is worth taking time to standardize data before importing For instructions please refer to section 2 5 1 above To import existing leads please follow these steps 1 Navigate to the leads section of target360 by first clicking on the target360 link at the bottom left hand side of the screen and selecting Leads under the My Work Section target360 fay Ga 4 Reporting al Dashboards E Reports 4 My Work A Activities fa Accounts 84 Contacts fi F Opportunities 4 Campaigns ot Campaigns ey Marketing List
20. cccccccssccsscceecesecceeeneeceeeeeneceucceuececesceeeeseeeseeeeesseeeuessueeeenaes 105 s User Manual v1 8 7 Page 1 of 149 target360 7 8 A9 7 10 7 11 7 12 7 13 7 14 7 15 7 16 7 17 7 18 7 19 7 20 7 21 Opportunites SUMMAN irea a EEA AA EEE E E 106 POREN WO rn a E EEE E 108 Return on Investment ROI ossirecoeidinsnnoniese nsan aa na A Ea ii 113 Time and Number of Visits Per Site cccceccseccsecceecceeceecceeeeseeeucceeeceueceeceeseeccsesseeseeeeeeeseeeeeeaeees 117 TOPLE a E oa vadeaed ea eek E A 119 Top Leads NOt COMICE asics curs ncte ater oestnrestatninecoena EOAR NE EENE TES S 122 ISIE 7 L ead COMPA SON sso sac ecisersntcen cet tein decicot aR TO OTAS 123 visi y Lead summary UY i cascancesccyse secant egssd 124 Visit Lead Summary Weekly accesses strane ts nctsicrteacs sats ai glade sl nE nanan E En SETETE ETER 126 ISIE Lea ummary MOn eea A E S EE E erated ancuanen onde 128 Visits and Leads GEneraled nuiseniin ana NTE 130 Visits by Marketing Campaign ccccscccscccseccseceeecscceeecseeeseeeseeeeeeeeeeeueaeeeeneeeeceseeeeeeeseeeeeaeeaaeeaeeees 131 WASTES OY RE SNINE EEan EE E E E a E E eaaenasn eons 132 Wen MOC Peak TINE aee E E E E E EE 134 8 Configuration sesessssesesesssseseseoesseseoeososesecessoseseoesesseseseseosesesesessesesesesse LOO 8 1 8 2 9 9 1 9 2 9 3 AG O a E E E A E A E A E E A A T aanseaa one 137 P e E E E EEE E 140 Working with Existing Data cccsccs
21. co tz 2 E Google co uk 91 E Google co za 2 Figure 80 Sample Keyword Summary by Search Engine Report Column Description Search Engine This report is grouped by the Search Engines used to find your web site Keywords A phrase entered into a search engine by a user which resulted in a visit to your site Total Visits A count of visits associated with the Keywords Search Terms used to locate your web site target3 60 User Manual v1 8 7 Page 104 of 149 7 7 Leads Who Visited via Email Link 7 7 1 Purpose The Leads Who Visited via Email Link Report provides a list of Leads who visited your web site by clicking on a link contained within an email The report is grouped by Campaign and then Campaign Activity Only Lead Visits which have a Digital Route set to Email Campaign will display in this report 7 7 2 Tables Redspire Marketing Redspire Newsletter Muriel Kennedy Wallace McDowall Ltd test target360 com Kevin Barr LANARKSHIRE test target360 com WELDING COMPANY LIMITED F Bonner HALLEY test target360 com STEVENSONS LIMITED Deirdre De Marco Flexel International Ltd test target360 com Donald Khushi JAMES A test target360 com CUTHBERTSON LIMITED Faul Faber BAR KNIGHT test target360 com PRECISION ENGINEERS LIMITED Derek Smith THORNBRIDGE test target360 com SAWMILLS LIMITED Figure 81 Sample Leads Who Visited via Email Link Report Column Description The Campaign to which the Lead has r
22. dynamics com tools dashboardeditor dialogs dashboardlayoutdialog aspx amp Internet Figure 72 The New Dashboard Wizard The dashboard wizard will then step through the dashboard layout and allow you to select the most relevant dashboard lists and graphs customised to your needs target360 User Manual v1 8 7 Page 94 of 149 Reports offer a more detailed breakdown and analysis of data that Dashboards do as they have access to more advanced data queries The Reporting Section is made up of the following target360 Reports Report Description Chat Summary A summary of chat activity taking place on your web site over a time period specified by you Contacted Leads by Marketing Campaign A summary of Leads who have visited your web site and have also been contacted via a target360 Activity Contacted Leads by Referring Page A summary of Leads who have visited your web site along with the external web site which referred them General Summary An analysis of the quantities of pages viewed and visitors broken down by Visitor Type and Region and taking place across a period of time that you specify Keyword Summary A summary of the most popular keywords used in search Keyword Summary by Search Engine engines which resulted in a visit to your site Leads Who Visited via Email Link A list of Leads who visited your web site by clicking on a link contained within an email Opportunities Summary An analysis of Opportunities by Sta
23. ensure that everything is correct If everything looks as expected click Next pi User Manual v1 8 7 Page 146 of 149 target360 Review Mapping Summary Help The data from the source files has been successfully mapped to the target record types and fields in Microsoft Dynamics CRM The data is ready to import Source Data Files Microsoft Dynamics CRM Record Types v Intellis Lead csv Lead Figure 117 The Review Mapping Summary Form 12 Finally the Review Settings and Import Data form will appear To facilitate the de duplication of records select either Yes or No under the Allow Duplicates frame The owner of the record can then be selected which by default is the logged in user Finally the data map can be saved with a name which can be re used for future imports Once the relevant options have been chosen click Submit Review Settings and Import Data Help Review the default settings make the necessary changes and submit the data for import Allow Duplicates eeeeeececeeeceseceeecccecceecoceceeeceeeececcoceeeeeecesececeeeseceecseeeeeeeceeeeecesseceeceseeeeeeesseececeesseeceeceseeeeeeeseeceeseseeeeeeeeseeeeseeseeeecessececessseeceseeececcscsseeesesseseeeg Duplicate records will be determined based on the duplicate detection settings in Microsoft Dynamics CRM Select Owner for Imported Records g Dave Burrell re This user will own the imported recor
24. enter all the other fields you wish to map to the system Ideally your form should contain a first name and last name field If however your form only contains a name field you should enter this in the last name field General Name formi Form Type Contact Us a Salutation f Business Phone Firstname Mobile Phone Lastname your name Fax Company i Website URL Job Title j Email your email Description your message Number of Employees v Address Street 1 State Province Street 2 Zip Postal Code Street 3 j Country Region City Figure 20 The Form Capture Configuration Form 12 Click on Save at the top left of the form Il Save 13 Your form will now appear in the list of form capture configurations Form Capture Configurations Active Form Capt EF Name a Created On n Lg formt 16 12 2011 11 52 Figure 21 The Form Capture Configuration Grid target3 60 User Manual v1 8 7 Page 26 of 149 14 To ensure you have correctly configured the form capture it is advised to enter some test data and double check the information is captured into target360 Your Name required Steven Kirk Your Email required steven kirk company com Subject Social Media Your Message I am interested in learning more about social media Figure 22 Example of a Sample Form Test Yo
25. from webpage M A Test Emad Sent You should receive a copy of your email after 5 or so minutes sa F target360 User Manual v1 8 7 Page 61 of 149 16 Once the email has been received re load the Email Activity either refresh or close and re open the form Scroll down and open the Spam Report section to review the spam analysis of your email Spam Report Spam f m Spam Score Rule Name Description Points Created On E E HTMILMESSAGE BODY HTML included in message 05 11 2012 17 El F HTMIL_FONT_LOW_CONTRAST BODY HTML font color similar to background 05 11 2012 17 4 1 2 of 2 0 selected 17 Once you are happy with your test email and your spam score you are ready to send your email to the Marketing List Click the Send Email button on the Ribbon If you click OK the email will be sent and the Email Activity will close 18 The Progress of the record will be set to Processing Send Campaign a b a The Big Event Come to our big event Processing Send Campaign 19 The Progress will change to Processing once the system posts the email activity record to the back end services E b The Big Event Come to our big event Processing 20 Finally the record will be set to Campaign Sent Successfully which means your Marketing List will now be receiving your email Over the next few minutes you will see delivery statistics start to come in F baj The Big
26. from your website which directly relate to web tracking and analysis 1 Visitors 2 Visits 3 Form Fills Generally your goal will be to coax visitors into form filling on your web site so that you can capture his or her email address Target360 not only provides this anonymous visitor capture mechanism but also allows you to automatically convert anonymous visitors into marketable leads via form capture The following sections provide a more detailed description of visitors visits and form fills target3 60 User Manual v1 8 7 Page 17 of 149 1 2 Visitors Visitors are anonymous individuals who make one or more visits to your web site 4M https redspiredemo crm4 dynamics com main aspx etc 10118 amp extrags 3f O X Mi Visitors Active Visitors Micro JM Visitor Redspire co uk 520 Md Microsoft Dynamics CRM CRM Admin Visitor Add Customize Redspire Demo j gj Save amp New tad Sharing 3 aa Deactivate FE Copy a Link Save Save amp Run Close X Delete i E mail a Link Report Save Collaborate Data Information E3 V fisitor Visitors General Redspire co uk 520 13512652910 Visits Redspire co uk 520 13512652910 PageViews v General Notes Visits First Date Related Site Redspire co uk Es State Visitor Information G Activities Closed Activities IP Address fiosiss 20012 Company L Audit History Region Sheffield Country V
27. of website visits over a period broken down into Unknown Known leads Opportunities qualified leads and Won sales Open Leads All open leads in the system by lead name topic status date created lead score and owner A User Manual v1 8 7 Page 86 of 149 target360 6 1 3 Marketing Professional This is a personalised view for the system user for the Marketing Manager dashboard described above in section 8 1 1 2 above TODO Reword 6 1 4 Sales Manager Dashboard 4 Sales Manager v Won and Lost Last 6 months Sales Pipeline Closed Opportunities Last two months Opportunities Last 6 Months 6 5 Jan 2012 Feb 2012 Month Created On Open Opportunities N uw 21 Count All Status on amp QO e e N O u un 5 Cc o a a 2 E 53 gt I Jan 2012 Feb 2012 E Won E Lost Month Created On MMM i Suspect MEM 2 Prospect f Opportunities Open Opportunities v Search for records C Topic Potential Customer Est Close Date Est Revenue Probability E mail Potential Customer F Fi Looking for a Marketing Automation tool Sean Parker 6 000 00 sean parker napster com oO Fi Can you please provide me with information on CRM Douglas Hamilton 7 500 00 test target360 com F Fi Marketing Automation Jo Killen 9 345 00 jo jo marketing com Fi Fi Can you please send me more information on CRM Steve Jobs 18 690 00 sjobs redspire co uk Can you talk to us about a CRM
28. selected Pagel Settings AN 4 A TB eG D EF GOO HRUE F ok be ew CN oO R eR S TU va we Ok ON z Figure 35 The Email Config Grid A User Manual v1 8 7 Page 42 of 149 target360 Once the form has opened you can fill in the necessary fields Email Config i Save amp New x Delete Save Save amp Close Save Information L General Related From Name From Address User Manual v1 8 7 radicalbluedemo iad Sharing d Ta Copy a Link a 3 Run Start Run Fl E mail a Link Workflow Dialog Report Collaborate Process Data E3 Email Config New v General Name E O amp Dave Burrell re From Name From Address Reply To address On Behalf of Name On Behalf of Address Figure 36 Email Config Form The Name field serves no functional purpose other than allowing you to easily identify what who each email configuration is for Name Sales Team This is the name that appears to the recipient of a marketing email This can be set as a company name or an individual s name From Name Sales Team The email address you wish to appear as the source of the email This must be an actual address owned by your company From Address noreply acme com target360 Page 43 of 149 In addition to the required fields you can also set the following Reply To address On Behalf of Name On Behalf of Address Reply To Address If you wish the replies to go
29. target360 Please contact us through your support package if you have not The training pack consists of walkthroughs videos and a copy of this user manual You should run through these resources with your key users in order to familiarise yourself with the target360 system Training Videos Training videos are available in the Resources section of the target360 web site e htto www target360 com resources trainin Community TODO 4 User Manual v1 8 7 Page 7 of 149 target360 Invitation to target360 When you receive your invitation to access target360 you will need to sign on to the system for the first time There are two ways to access target360 and the way you sign in depends on the first email you are sent with your login details If your invitation email looks like the following You have been invited Dear Sy TE has invited you to use Microsoft Dynamics CRM Online with the organization S To accept this invitation Sign in with your Windows Live ID QFE target360 com If this e mail address is not a Windows Live ID click Get a Windows Live ID and use this exact e mail address to create a new Windows Live ID In the future you can sign in directly by going to https i crm4 dynamics com This invitation is valid only for GN target360 com and will expire in 14 days To obtain another invitation contact David Small Thank you The Microsoft Dynamics CRM Online Team This e mail was sent by an autom
30. this process for different types of records sting List Show Only My Records View Marketing List Lookup View Search big event lead a Name Type Purpose Member Type q Big Event Lead List Static Lead 1 1 of 1 1 selected Selected records w Big Event Lead List httos targets60dev186 crm4 dynam of Trusted sites Protected Mode Off Notice that we were able to search for the list item by name and that we then click on the Add button to include the list in the Selected Records section target3 60 User Manual v1 8 7 Page 57 of 149 NOTE That we could add multiple Marketing Lists in the previous dialog box and that also those lists could contain different types of customers In this way we can send to Leads and Contact from within a single Marketing Activity Our Marketing List has now been added to the Email Activity Marketing Lists E Name Member Type Last Used On Purpose e 2 Big Event Lead List Lead 1 1 of1 0 selected 7 Click on the Edit Content button in the Ribbon Edit Content 8 You will now be presented with a pop up browser window containing an HTML Editor Here we can compile out email template f Wein p a a http apps target360 com htmleditor aspx fullscreen O BOX HTML Editor x id O AOS Bzu i i GETEX X abe a Aa Breer UTTER Paragraph Default Font Size Links CRM Fields Zoom Ea G2 Broma E HTML Q P
31. to a different email address than which the emails were sent On Behalf of name If you wish the email name or address to appear as if it is sent on behalf of somebody else On Behalf of If you wish the email name or address to appear as if it is sent on behalf Address of somebody else target3 60 User Manual v1 8 7 Page 44 of 149 2 4 2 Walkthrough Create an Email Config In this walkthrough we will create an Email Config record 1 To create an Email Config record you need to navigate to the Email Configs section of target360 on the settings360 Application navigation pane as shown below A 3 p A 2a https target360devl86 crm4 dynamics com main aspx X f 44 Email Configs Active Email X Ail Microsoft Dynamics CRM David Small target560dev Email Configs View Charts Customize Sign Out A 17 Activate 4a Copy a Link F TE fx gt Export to Excel EN Deactivate ihaj E maila Link Filter Edit Assign Run Import Advanced X Delete Report Data v Find Records Collaborate settings360 lf GR Email Configs Active Email Configs v 4 Email Campaign E Name Created On F Solution Configs L Email Configs F Targeted Email Errors 4 Web Analytics Fr Lead Score Configuratio _ Digital Routes F Form Capture Configura 4 Administration _ Visit End amp Overnight Scores amp Error Logs Fr Send Campaigns 4 Dynamics ng Imports 4 Offline Activity _ Offline Activi
32. you The Microsoft Dynamics CRM Online Team This e mail was sent by an automated system Please do not reply to this message 2010 Microsoft Corporation Learn Contact i More us Legal Privacy Figure 3 Windows Live ID Invitation Email 2 Your browser will display the following login screen and you have two options If the email address to which the invite was sent has already been registered with Windows Live you can simply sign in proceed to Step 4 otherwise you will have to create a Windows Live ID Step 3 A User Manual v1 8 7 Page 9 of 149 target360 sign in To accept this invitation to join Microsoft Dynamics CRM Online you must sign in with a Windows Live ID with the same e mail address where you received your invitation If your e mail address is a Windows Live ID sign in with that Windows Live ID Windows Live Id Otherwise associate your e mail address to a Windows Live ID by clicking Get a Windows Live ID i Password If you do not want to use this e mail address as your Windows Live ID contact the person who sent the invitation and give them the Windows Live ID that you would prefer to use Can t access your account E Keep me signed in Not your computer Geta single use code to sign in with Get a Windows Live ID Figure 4 Windows Live ID Login Screen 3 In order to sign up for a Windows Live ID you must fill out a short form with valid information The email address used must
33. 360 target360 2 Select Email Configs from the left menu under the Email Campaign heading as shown below You will see a list of all the current configuration files and you will have the option to create a new one settings360 fay G 4 Email Campaign _ HTML Templates amp Email Configs 4 Web Analytics amp Lead Score Configurations amp Form Capture Configurations To create a new Email Config record click the New button on the Ribbon 4M https redspiredemo crm4 dynam O X da Email Configs Active Email i Microsoft Dynamics CRM CRM Admin Redspire Demo Email Configs View Charts Customize Sign Out Activate 33 Copy a Link S Tiss gt Export to Excel EN 154 Deactivate ig E mail a Link u Filter Edit Assign Run Import Advanced X Delete Reporty Data Find Records Collaborate Data settings360 R7 Email Configs Active Email Configs v Search for records p 4 Email Campaign E Name Created On e l Solution Configs l HTML Templates _ amp Email Configs l Targeted Email Errors 4 Web Analytics l Lead Score Configuratio l Digital Routes Fr Form Capture Configurz El Sales Team 15 03 2012 15 21 4 Administration _ Visit End Fr Overnight Scores Fr Error Logs Fr Send Campaigns yeyo y MatA 07 344 AI Bo 4 Dynamics 2g Imports gt A target360 settings360 l 1 6 of 6 0
34. 7 2 Glasgow City United Kingdom 9 minutes and 21sec Direct 25 10 B Digital Activities a ia Ziggo crm_segmentatior 82 74 150 64 1 Overijssel Netherlands 0 seconds Direct 25 10 4 Analytics T la British Telecommunications default php 81 148 99 73 2 Milton Keynes United Kingdom 1 minute and 18 sec Direct 25 10 8 visitors E la Virgin Media dynamics_crm_ma 81 108 4 148 3 Lincolnshire United Kingdom 2 minutes and 15 sec Direct 25 10 Activities View a a D Redactive Publishing default php 195 171 132 228 5 London City of United Kingdom 1 minute and 4 seco Direct 25 10 o S ii i a ia Linknett business custom dynamics_crm_201 82 147 51 178 2 Telemark Norway 6 minutes and 36 sec Direct 25 10 L one Calf _ A R7 E la HKNet Company Limited crm_single_custor 202 71 207 249 1 Unknown Hong Kong 0 seconds Direct z B Letter target360 e X Task E mail 4 id Prax 1 250 of 508 0 selected M 4 Pagel P All A B Cc D E F G H I J K L M N Oo P Q R S ji U x Y Z target360 4 Alert System Company Landing Page IPAddress Pages visits by Week v HES Be Un Limited default php 87 194 154 113 a A Virgin Media legals_terms_of_u 195 188 200 12 120 nena B Planet Technologies crm_segmentatior 77 164 186 57 110 4 102 eports a B Bharti Broadband products_consulti 122 176 220 118 1004 g Activities a British Telecommunications contact php 81 137 193 7 904 Offline Activities a NEOTEL PTY LTD crm_single_custor
35. Assign Run a E maila Link Report Collaborate Data The Big Event Come to the Big Event c Email Config Actual Cost Member Type Figure 48 The Campaign Activity Form David Small target560dev A l Walkthrough Last Used On Purpose Create a new Email Config record if there is not a suitable one already present In this case we have used an Email Config record that we created in an earlier walkthrough 4 Click Save to save the record NOTE Once you have saved the record you will be able to configure the Marketing List s and Email Content You must always save the record in order to progress to these sections of the Email Activity User Manual v1 8 7 Page 56 of 149 target3 60 5 Adda Marketing List by clicking on the Marketing Lists Grid and clicking on the Add Existing Marketing List button in the ribbon Marketing Lists Member Type Last Used On Purpose No Marketing List records are available in this view 0 0 of O 0 selected 7 Add Existing Marketing List 6 Search for an existing Marketing List or create a New Marketing List In this case we have used the Big Event Lead List as created in an earlier walkthrough 2 Look Up Records Webpage Dialog Look Up Records Select the type of record you want to find and enter your search criteria Filter your results and view different columns of data by using the View options Repeat
36. Begin Date 05 11 2012 Actual Begin Date Proposed End Date 05 12 2012 mailBlast Responses L amp mailBlast Errors Actual End Date 4 Marketing Description Target Marketing Lists a Related Campaigns 4 Processes Status Active No of Campaign Activities Tracking Code Figure 56 The Campaign Form pi User Manual v1 8 7 Page 72 of 149 target360 5 Click Save to save the record 6 Click on Digital Activities in the Navigation Menu 4 Common 3 Planning Activities e Campaign Activities Audit History th luilbal Lie Email Activities Visits 4 target60 ES mailBlast Responses amp mailBlast Errors 4 Marketing 1 Target Marketing Lists Ie Related Campaigns 7 Click on the Add New Digital Activity button on the Ribbon User Manual v1 8 7 Page 73 of 149 target3 60 8 Give the Digital Activity a subject and select a Digital Route f bi f WT ow 3 3 n le i o a all d https target360dev186 crm4 dynamics com main aspx etc O X sad Digital A X hxk i Ail Microsoft Dynamics CRM David Smali Digital Activity Customize target360dev A igh Save amp New tad Sharing SA i Delete r 17 Copy a Link aes ix Save Save amp Assign Run l Run Start lose 7 E mail a Link Workflow Dialog Report Save Collaborate Process Data Information E3 Digital Activity F Ge a New Administration g E P Related v General 4 Commo
37. CRM W 1 file uploaded L File Name Size Intellis Lead csv 2 399 KB gt Delimiter Settings Figure 113 The Review File Upload Summary Form 7 On the Select Data Map form select Default Automatic Mapping under the System Data Maps header and click Next as shown below rs User Manual v1 8 7 Page 144 of 149 target360 Select Data Map Help Before your data can be imported it must be mapped to the data in Microsoft Dynamics CRM You can let the system map your data automatically or you can select a data map to specify how your data will be imported Default Automatic Mappin For Generic Contact and Account Data SampleDataMap Data Maps for Salesforce com For Contact and Account Report Export For Full Data Export For Report Export Data Maps for Microsoft Outlook Business Contact Manager For BCM 2010 Figure 114 The Select Data Map Form 8 Select how target360 imports the data by choosing Lead in the drop down list and click the Next to continue Source Data Files Microsoft Dynamics CRM Record Types Intellis Lead Not Mapped g Campaign Campaign Activity Campaign Response Case Case Resolution Competitor Connection Contact Contract Contract Line Contract Template Currency Discount Discount List Document Location E mail Email Config Facility Equipment Fax Form Capture Configuration Goal Goal Metric HTML Template Invoice Invoic
38. Campaign CMP 01018 Q954Q2 Related Eg Email Activities Email Activity Associated View 4 Common Campaign Subject Planning Activities i Campaign Activities l Audit History g Digital Activities L4 Email Activities a Visits 4 target360 Fr mailBlast Errors 4 Marketing Target Marketing Lists A Related Campaigns 4 Processes EA P 0 0 of 0 0 selected All A B Status No of Campaign Activities J Save Filters z Save Filters as New View Current View Progress David Smali target360dev A i amp SB amp Set As Default View Chart Run Panes Reporty Export Email ctivities View Data Campaigns vit g David Small p Deliveries No Email Activity records are avai Figure 47 Managing Email Activities from within a Campaign 2 Click on the Add New Email Activity button on the Ribbon Add New Email Activity User Manual v1 8 7 Page 55 of 149 target360 3 Enter the mandatory Email Activity details Email Activity Customize gj Save amp New AN AOAN fr Al A Delete Save Save amp Send Send Edit Close Test save L Targeted Email E3 Email Activity New Information General Email Content Progress Spam Report v General Related Campaign 4 Common Subject Finance Budget Allocated Scheduling Schedule Marketing Lists Name Email Content 4M Microsoft Dynamics CRM J Sharing z Copy a Link
39. Cloke Newsletter Signup Kevin Barr Figure 67 Dashboard 7 Opportunity Summary The Opportunity Summary dashboard provides a view of won open and lost opportunities in 3 separate lists In addition to this the opportunities within the last 6 months and estimated revenue from opportunities are graphically displayed A User Manual v1 8 7 Page 90 of 149 target360 6 1 8 Marketing ROI The Marketing ROI report focuses on the revenue generated by campaigns digital route and campaign activity as shown below Dashboard 8 Marketing ROI Est Revenue by Campaign Est Revenue by Digital Route Est Revenue by Campaign Activity Marketing ROI Marketing ROI Marketing ROI 20 000 00 _ 10 000 00 _ 10 000 00 15 345 00 15 000 00 6 000 00 6 000 00 10 000 00 5 000 00 4 5 000 00 5 000 00 0 00 j 0 00 0 00 Redspire Facebook Linked In Redspir Marketi Source Campaign Digital Route Campaign Activity Sum Est Reven Sum Est Reven Sum Est Reven MM Open MM Open HM Open Figure 68 Dashboard 8 Marketing ROI The 3 graphs that are represented are as follows Est Revenue by Campaign For all defined campaigns this shows the total revenue per campaign Est Revenue by Digital Route For all campaign routes that have been defined during the Campaign creation process this displays the revenue for each route e g Facebook Twitter Email or LinkedIn Est Revenue by Campaign Display of expected reven
40. Code Street 3 Country Region City Phone Status Created On Created By v Figure 26 New Lead Form Note Required fields are highlighted with a red asterisk Optional Recommended fields are highlighted with a blue asterisk At the very least a new Lead will comprise a Last Name a Company Name and an Email Address It is desirable to also enter a First Name a Topic and a Business Telephone number The Topic would be the context area of interest for the Lead although your business may appropriate this field for something that is meaningful to you Remember that these fields can be searched on using Quick Search and Advanced Find Searching is of primary interest when creating Marketing Lists covered in a later section of this manual pi User Manual v1 8 7 Page 32 of 149 target360 2 2 2 Walkthrough Create a Lead In this walkthrough we will create a Lead 1 To create a Marketing List you need to navigate to the Leads section of target360 on the Application navigation pane as shown below redspiredemo crm4 dynamics com main aspx Origin Portal amp skipnoti O Leads View Charts Add D 3 Merge Qualify Send Direct Add to Marketing Assign Run Import S i 4 if Activate X Delete Edit Records i Microsoft Dynamics CRM Customize y ar jal Share 3 B Copy a Link E mail List ia E maila Link Reporty Data Actions Collaborate FA 5 fx gt Export to Excel W Y Filter
41. Email Cam Google Ad Facebook Direct Twitter Route MMM jan2012 W Feb 2012 B Mar 2012 Application Areas Application Navigation Pane Ef Opportunities Won Opportunities Last Week Fi Could I have more information on marketing automati Potential Customer Dave Burrell Search for records p Est Revenue Owner 7 5 000 00 Dave Burrell Grid Figure 1 The Important Areas of the target360 Application User Manual v1 8 7 Page 4 of 149 target360 Introduction Congratulations in purchasing target360 the software product that unifies and measures your company s sales and marketing This is the user manual for the system and contains the main features with relevant screenshots and descriptions to allow you to navigate your way around and make the most of the target360 features If you would like to ask questions or have comments on the user manual please contact us on the following address target360 London King s Cross Hamilton House Mabeldon Place London WC1H 9BB www target360 com training target3 60 User Manual v1 8 7 Page 5 of 149 Broadly speaking target360 supplies the following services Web Analytics and Social Media Management will combine to generate Leads marketable individuals who are showing an interest in your products and services The next step for your organisation will be to filter these Leads your way and form targeted Marketing Lists whic
42. Event Come to our big event Campaign Sent Successfully 1 target3 60 User Manual v1 8 7 Page 62 of 149 When you execute an email campaign this code will automatically be added to your outgoing emails so that you can track user clicks and subsequent behaviour You can also copy and paste this onto links in Twitter or Facebook for example This concludes the walkthrough You can keep the Campaign Activity record for use in later Walkthroughs if you wish The next step would be to create a Marketing List to combine with the Campaign Activity a P User Manual v1 8 7 Page 63 of 149 target360 3 Social Media Management amp Trac in i2 Activate oe y g EA aad Deactivate N Edit a i X Delete Records settings360 G 4 Email Campaign l Solution Configs le Email Configs le Targeted Email Errors 4 Web Analytics Fr Lead Score Configuratio lee Form Capture Configura 4 Ac aninictrati L p Visit End Fr Overnight Scores Fr Error Logs Fr Send Campaigns 4 Dynamics oy Imports 4 Offline Activity L amp Offline Activity Types Ee Digital Routes View 2m Digital Routes Active Lead X Ail Microsoft Dynamics CRM Charts Add Customize Ba Copy a Link a fX Export to Excel j Ga E mail a Link u Y Filter Run Import Advanced Report Data Find Collaborate Data Digital Routes Active Lead Score Configuration Routes v User Manu
43. Ey aA A https target360dev186 crm4 dynamics com main aspxetc 1 O X fy Ail Microsoft Dynamics CRM David Sma Email Activity Customize target360dev igh Save amp New A i jal Sharing RI A Deactivate a Copy a Link Save amp Send Edit Assign Run Close X Delete Email Content al E maila Link Report Save Targeted Email Collaborate Data Information E3 Email Activity ii General Come to our big event Email Content Progress Spam Report Marketing Lists Related Name Type Member Type Last Used On Purpose 4 Common l Audit History Sod Marketing Lists SPAM Reports Visits E Big Event Lead List Static Lead 4 Sales 5 Contacts that Opened 5 Contacts that Clicked 1 1 of 1 0 selected 4 Marketing i a D Leads that Opened Email Content Q Leads that Clicked Click here if you are having trouble viewing this message 4 Processes Title Goes Here Lorem ipsum dolor sit amet consectetur adipiscing elit Donec vehicula ar quam ornare eu viverra ante eleifend Status Status Reason Tracking ID NOTE Some browser settings can prevent the Email Content window from updating to reflect the changes that have been made You can refresh or re open the Email Activity if this is the case 15 Click the Send Test button in the Ribbon and supply your Email Address What test e mail address would you like to use Seript Prompt __Cencel Message
44. Leads 7 15 2 Tables Site Visit Date VisitType NF Visits No Of Leads Redspire co uk 20 2 2012 New 11 0 Returner a 0 21 2 2012 New 14 0 Returner 5 0 2222012 New 15 0 Returner 5 0 23 2 2012 New 10 0 Returner A 0 24 2 2012 New 6 0 Returner 2 0 25 2 2012 New 5 i 26 2 2012 New 4 0 Returner 1 0 Figure 97 Sample Visit Lead Summary Daily Report Column Description The web site which was visited Visit Date The day on which the web site visit occurred Visit Type New and Returner representing the type of visit recorded by target360 No of Visits The total number of visits recorded for the web site and broken down by Visit Type No of Leads The total number of visits by known Leads recorded for the web site and rs User Manual v1 8 7 Page 124 of 149 target360 7 15 3 Charts Visit Lead Summary Daily Chart The Visit Lead Summary Daily Chart shows time along the X axis and total visits along the Y axis Total Visits are represented by yellow bars and Visits by Known Leads are represented by blue bars Visits are broken down by Visit Type 20 New Visits PWS Return Visits New Leads MM Return Leads 15 10 e 5 0 20 02 2012 21M02 2012 2202 2012 Z02012 2402 2012 2022 2012 26 02 2012 Date Figure 98 Sample Visit Lead Summary Daily Chart Bs User Manual v1 8 7 Page 125 of 149 target360 7 16Visit Lead Summary Weekly 7 16 1 Purpose The Visit Lead
45. Page 84 of 149 target360 6 1 1 Managing Director Dashboard 1 Managing Director v Visitors Pipeline Sales Pipeline Web Sales Pipeline Active Visitor Pipeline Open Opportunities Open Web Opportunities 158 712 00 7 142200 82 863 00 23 205 00 HM Unknown HE Known MMM i Suspect MEM 2 Prospect MMB i suspect MMM 2 Prospect Visits by Source f Opportunities Won Opportunities Last Week Search for records Active Visits Oo Topic Potential Customer Est Revenue F Fi Can you please provide me with information on CRM Andy Saunderson O Fi Can you please provide me with information on CRM Lucy Walsh O g Can you please provide me with information on CRM Helen Davenport Owens CO Fi Iam interested in marketing automation could you ple David Mutter Newsletter Signup Donald Khushi Figure 63 Dashboard 1 Managing Director Managing Directors will wish to see a high level overview of the business The default dashboard panels are Visitor Pipeline A summary of website visits over a period broken down into Unknown Known leads Opportunities qualified leads and Won sales Sales Pipeline A chart of current sales leads in the sales process as suspects prospects and closing Web Sales Pipeline Open web opportunities classed as suspect and prospect Visits By Source Using tracking codes this shows the source of the web visits over a period of time e g blank blog email Google Adwords twitter a
46. Redspire Gordon 10 000 Test 01165 19 09 2012 18 fal amp Gordon Test01166 Redspire Gordon 10 000 Test 01166 19 09 2012 18 1 amp Gordon Test01167 Redspire Gordon 10 000 Test 01167 19 09 2012 18 1 ii amp Gordon Test01168 Redspire Gordon 10 000 Test 01168 19 09 2012 18 1 Fr Offline Activities amp Gordon Test01169 Redspire Gordon 10 000 Test 01169 19 09 2012 18 1 iB Accounts amp Gordon Test01170 Redspire Gordon 10 000 Test 01170 19 09 2012 18 Contacts Q Gordon Test01171 Redspire Gordon 10 000 Test 01171 19 09 2012 18 XH Leac amp Gordon Test01172 Redspire Gordon 10 000 Test 01172 19 09 2012 18 1 amp Gordon Test01173 Redspire Gordon 10 000 Test 01173 19 09 2012 18 1 amp Gordon Test01174 Redspire Gordon 10 000 Test 01174 19 09 2012 18 1 S pena P8 2 Gordon Test01175 Redspire Gordon 10 000 Test 01175 19 09 2012 18 1 Email Activities amp Gordon Test01176 Redspire Gordon 10 000 Test 01176 19 09 2012 18 B Digital Activities P amp Gordon Test01177 Redspire Gordon 10 000 Test 01177 19 09 2012 18 1 4 Analytics E amp Gordon Test01178 Redspire Gordon 10 000 Test 01178 19 09 2012 18 8 Visitors Gordon Test01179 Redspire Gordon 10 000 Test 01179 19 09 2012 18 1 9 Visits FX Gordon Testo1180 Redspire Gordon 10 000 Test 01180 19 09 2012 18 F amp Gordon Test01181 Redspire Gordon 10 000 Test 01181 19 09 2012 18 1 E amp Gordon Test01182 Redspire Gordon 10 000 Test 01182 19 09 2012 18 1 gt a ta
47. Routes The value should be an integer and it should be distinct from the values entered into the other digital routes 5 Click on the Save or Save amp Close button on the Ribbon to add the record to target360 User Manual v1 8 7 il ra Save Save amp Close Page 69 of 149 target360 The digital route is now created and can be used straight away within a digital campaign as well as other areas within target360 o Digital Routes Active Lead Score Configuration Routes Search for records Route Created On E F Email Campaign 29 06 2012 10 08 F Facebook 29 08 2012 12 19 L LinkedIn 05 11 2012 09 51 L Twitter 16 09 2012 13 51 k fn r wd m rT lt m or m a z7 Figure 55 The Digital Route Grid This concludes the walkthrough target3 60 User Manual v1 8 7 Page 70 of 149 3 4 2 Walkthrough Create a Digital Activity In target360 Digital Activities allow you to track the effectiveness of clickable links and images placed on social media sites Multiple Digital Activities can be associated with a Campaign which may also include Email Activities and general Campaign Activities Phone Calls Appointments etc Digital Activities will generate a Unique Tracking Code which you can append to your links and target360 will automatically track user clicks for you 1 Click on target360 on the bottom of the navigation bar on the left
48. Service Agreement I Decline the Terms of Service Agreement Previous mA EK _ Cancel Figure 7 Windows Live ID Terms amp Conditions 6 You will again be given the option to bookmark your target360 system address To do this click on Bookmark or copy and paste the address into your favourites Start using Microsoft Dynamics CRM Online To access your organization directly in the future bookmark your organization URL https PSSSSSsewe crm4 dynamics com W Bookmark Figure 8 Launch CRM Online Once you have a note of your system address for future reference click on the orange Launch CRM Online button as shown below pi User Manual v1 8 7 Page 13 of 149 target360 7 target360 will now launch to the initial default system dashboard as shown below File Dashboards a Be Edit Delete SetAs Share 38 on Advanced Default Dashboard Find Action Query Dashboard Management Dashboard 1 Managing Director v a a Reports 4 My Work ZF Activities 3 Accounts l8 Contacts By Leads a Opportunities 4 Campaigns Campaigns Marketing Lists Visitors Pipeline Active Visitor Pipeline 7 i MB Unknown I Known Sales Pipeline Open Opportunities HM blank Web Sales Pipeline Open Web Opportunities HM blank E settings360 Visits by Source Active Visits Count Al 2 000 1 000 J a blank B
49. Summary Weekly Report provides an analysis of visits by known Leads over a date range that you specify Visits are broken down by type New and Return visits and by week commencing From the table you can see total site visits and then the total site visits by known Leads 7 16 2 Tables Site Week Commencing VistType No OF Visits No Of Leads Redspire co uk 30 01 2012 New 69 0 Returner 25 0 06 02 2012 New 93 0 Returner 39 0 13 02 2012 New 88 0 Returner 49 0 20 02 2012 New 65 0 Returner 29 0 27 02 2012 New 0 Returner 0 Figure 99 Sample Visit Lead Summary Weekly Report Description The web site which was visited Week Commencing The week on which the web site visit occurred The date represents the Monday of the week reported Visit Type New and Returner representing the type of visit recorded by target360 No of Visits The total number of visits recorded for the web site and broken down by Visit Type No of Leads The total number of visits by known Leads recorded for the web site and broken down by Visit Type target3 60 User Manual v1 8 7 Page 126 of 149 7 16 3 Charts Visit Lead Summary Weekly Chart The Visit Lead Summary Weekly Chart shows time along the X axis and total visits along the Y axis Total Visits are represented by yellow bars and Visits by Known Leads are represented by blue bars Visits are broken down by Visit Type Total User Manua
50. Support settings360 Settings For lead scoring to work there needs to be at least one record on the Lead Score Configuration Grid Warning If you add more than one record this will lead to unexpected results and scoring may become unpredictable rs User Manual v1 8 7 Page 137 of 149 target360 The Lead Score Configuration grid is shown below Lead Score Configurations Active Lead Score Configurations Mame a Created On Default 18 01 2012 13 53 Figure 108 An example of the Lead Score Configuration Grid If there are no records here then leads will not be scored If a record exists open it by double clicking if not then create a new one by clicking on the New button on the Ribbon You do not have to save the record if you do not want to implement Lead Scoring T oS New The Lead Score Configuration form is shown below Ea Lead Score Configuration Lead Score Configurations Default 4 General Name Default Values Route to Site Email 5 Route to Site 3 Chat 3 i Digital Phone Call 3 Phone Call 1 Form Capture 10 Incoming Outgoing Email Sent 1 Email Opened 1 P Notes Status Active Number of Campaigns 43 Figure 109 An example of the Lead Score Configuration Form A Lead Score Configuration record will typically have a name which can be anything you wish At the bottom of the form you will see the total number of Campaigns which have been added to target360 targe
51. Type you web form into the Browser 6 The next stage is to identify the name of each field on your form as well as the form name itself You can do this by looking at the form source from your browser s options However a much quicker and effective way is to use a small tool designed to show you form details For this you will need to download and install Google Chrome https www google com chrome In addition you Google Chrome you also need to install the Web Developer Toolbar https chrome google com webstore detail bfbameneiokkgbdmiekhjnmfkcnidhhm Once you have installed Chrome and Web Developer a small Gear icon will appear next to the address bar as shown below Click on this icon I A A Figure 16 The Web Developer Toolbar Icon sf User Manual v1 8 7 Page 24 of 149 target360 7 Click on the forms tab and you will be presented with an array of options Click Display Form Details fcontact w CSS Forms Images Information S Miscellaneous FA Outline Resize Tools M Options Clear Radio Buttons Display Form Details Make Form Fields Writable Convert Form GETs To POSTs Display Passwords Populate Form Fields Convert Form POSTs To GETs Enable Auto Completion Remove Maximum Lengths Convert Select Elements To Text Enable Form Fields View Form Information Inputs Figure 17 The Web Developer Toolbar Options 8 The text next to each form field will now be highlighted Each data field name denot
52. WS In Progress E Won target360 Owner Dave Burrell 0 20 000 40 000 60 000 60 000 100 000 Opportunity Outcomes Figure 83 Sample Opportunity Outcomes by Owner Chart Bs User Manual v1 8 7 Page 107 of 149 target360 7 9 Page Views 7 9 1 Purpose The Page Views Report provides an analysis of visits to your web site allowing you to determine which of your web pages are popular as well as which pages visitors use to land and leave your web site The report will show Page Views created within a date range that you specify 7 9 2 Tables Redspire co uk 184 about_community php 4 about_core values php 3 about_our_culture php 3 about the team php 14 about_us php 5 careers php 5 careers current_opportunities php 5 careers_our_interew_process php 2 careers_your_development php 2 case studies_php 2 contact php 17 crm_customer_information_manageme 4 nt_php crm_customer_sernices php 11 crm fraud prevention php 1 crm_loyalty php 1 crm_ segmentation php a crm_ single customer view php 12 default php 44 qawnsarmnre rrm nhn User Manual v1 8 7 1 Figure 84 Sample Page Views Report Page 108 of 149 o target3 60 Description Page Views are grouped by Web Site A Web Page on your Web Site which has been visited A count of the number of times a web page has been visited Viewed as Landing Page A count of the number of times a web page has been visited as a Landing Page That is where a pag
53. age 96 of 149 7 1 Chat Summary 7 1 1 Purpose The Chat Summary Report provides a summary of chat activity taking place on your web site over a time period specified by you 7 1 2 Tables Redspire co uk 09 05 2011 1 1 0 0 00 0 E 23 05 2011 9 9 1 312 00 0 24 05 2011 2 2 0 0 00 0 25 05 2011 3 3 1 312 00 0 26 05 2011 2 2 0 0 00 0 13 06 2011 1 0 1 31 00 0 04 07 2011 T T 0 0 00 0 05 09 2011 1 1 1 0 00 0 19 09 2011 2 2 o 0 00 0 10 10 2011 3 3 2 0 00 0 12 12 2011 2 2 0 0 00 0 19 13 2011 1 1 1 4 00 0 Figure 73 Sample Chat Summary Report Column Description Week Commencing Visits are summarized into weeks The date in this column represents the Monday of the week during which a chat took place Visit Date The Visit Date represents the date on which a chat took place Requested Chats Requested Chats represent the total number of chats which were initiated by your operatives whether they were successful or not PLUS the total number of chats which were initiated by visitors to your web site that were successful Note In this version of target360 chats which were initiated by visitors to your web site which are unsuccessful are not captured in this report Invitations to Chat Invitations to Chat represent the total number of chats which were initiated by your operatives whether they were successful or not Successful Chats Successful Chats represent the actual chats between your operatives and your visitors Avg Chat Time
54. al v1 8 7 Ai Microsoft Dynamics CRM E Route Created On 2 lt El Blog 29 10 2012 16 48 db E l Email Campaign 06 09 2012 13 27 2 Ele Facebook 29 10 2012 16 47 al m lee Google Adword 29 10 2012 16 48 H Eli Google 29 10 2012 16 48 g Bl Linkedin 29 10 2012 16 46 F El Twitter 29 10 2012 16 46 z Fy Marketing Lists LA Email Activities 4 Analytics 8 Visitors 9 Visits g AK target360 Ee Digital Activities View Charts Customize 9 yg Activate ji Share gt FA f Export to Excel j D x A o je ai Deactivate Ra Copya link D Y Filter New Edit Assign Run Start Run Import Advanced x Delete val E mail a Link Workflow Dialog Report Data Find Records Collaborate Process Data target360 f GR Digital Activities Active Digital Campaigns Search far secon p 4 Alert System Campaign Subject Clicks Digital Route Created On S lt Ej Alerts B New Product Campaign New Product Pre release Awareness Campaign 4 Facebook 29 10 2012 17 10 ab s ee B New Product Campaign New Product Pre release Awareness Campaign 331 LinkedIn 29 10 2012 17 12 a ia eweg g New Product Campaign New Product Pre release Awareness Campaign 50 Twitter 29 10 2012 17 12 a eports F 8 4 My Work 5 ZF Activities L Offline Activities B Accounts g 8J Contacts S amp Leads gt EF Opportunities 4 Campaigns i Ey Campaigns
55. arched for You can then highlight each of the leads individually or select them all 1 1 of 1 1 selected H 4 Pagel Click Add and all the records will now appear in the box next to Add Selected records ip John Smith Remove pa User Manual v1 8 7 Page 40 of 149 target360 Click New The marketing list will now be created Aid https radicalbluedemo crm4 dynamics com _grid cmds dig_add ia Adding Leads You have selected 100 Leads to add to the Marketing List Internet Protected Mode Off Click on the Save or Save amp Close button on the Ribbon to commit the record to target360 x Save Save amp Close You can find the record by entering Big Event Lead List into the Quick Search box Marketing Lists Search Results Big Event Lead List x Member Type Last Used On Purpose Big Event Lead List Static E Big Figure 34 Using Quick Search This concludes the walkthrough target3 60 User Manual v1 8 7 Page 41 of 149 2 4 Email Configuration 2 4 1 Email Config Creation The email configuration file tells target360 how to configure each email that is sent from an Email Campaign For example it is here that you configure the From email information since marketing emails are generally sent from a department or organisation alias To administer Email Config records the following steps should be followed 1 Navigate to settings
56. ated system Please do not reply to this message 2010 Microsoft Corporation Learn Contact i More us Legal Privacy Figure 2 Windows Live Invitation Proceed to the section First Login Online Access Otherwise go to section First Login Hosted Access F F User Manual v1 8 7 Page 8 of 149 target36 cc First Login Online Access In order to access target360 you will require a Windows Live ID If you do not have one at this point it will give you the option to create one The invitation email will contain a unique link that will take you to the first initial signup process It will also include a link that you can bookmark and use in the future to access target360 The steps are as follows 1 Click on the link or copy and paste it into your browser Internet Explorer 8 0 or later You have been invited Dear Sy TE has invited you to use Microsoft Dynamics CRM Online with the organization Qa To accept this invitation https signin crm4 dynamics com portal r as Sign in with your Windows Live ID QFE target360 com If this e mail address is not a Windows Live ID click Get a Windows Live ID and use this exact e mail address to create a new Windows Live ID In the future you can sign in directly by going to https i crm4 dynamics com This invitation is valid only for GI target360 com and will expire in 14 days To obtain another invitation contact David Small Thank
57. be the same email address within the target360 invitation pi User Manual v1 8 7 Page 10 of 149 target360 Create your Windows Live ID It gets you into all Windows Live services and other places you see lt All information is required If you use Hotmail Messenger or Xbox LIVE you already have a Windows Live ID Sign in Use your email address GUE target360 com Or get a Windows Live email address Create a password eeececceece Retype password eeececcece Mobile phone United kingdom 44 7837 930000 First name Rae Last name Ss Country region United Kingdom z Postal Code G3 8PH Gender Male Female Birth date april gt 27 x Year x Enter the characters you see New Audio Help International Vis international uslsol and survey invitations from Windows Live Bing and MSN You can unsubscribe at any time Clicking I accept means that you agree to the Microsoft service agreement and privacy statement Figure 5 Create a Windows Live ID Please ensure that valid information is entered into all the fields as you will require these details should you forget your password and need to go through account recovery 4 Once you have either signed in using an existing Windows Live ID or successfully created a new one you will be asked to verify the invitation F ha T User Manual v1 8 7 Page 11 of 149 target36 V
58. bers Webpage Dialog Manage Members Select how you want to find customers to add or remove as members of this marketing list How do you want to find members Find members to add to marketing list Use Advanced Find to add members Find members to add based on search criteria Use Advanced Find to remove members Find members to remove based on search criteria Use Advanced Find to evaluate members Evaluate which members to keep in the marketing list based on search criteria Update the marketing list Run Export Marketing List DO se tte Members Data Marketing Lists 7 David small Owner Search for records p Created On Status Reason KH 4 Pagel gt X Ez EERE EERE EEE EEE EERE EEE EEE EEE EERE EEE EEE EE EEEE EEE EE EEE EEE EE EEE EEE EERE SEER EERE EERE EEE E EEE EEE beserestetestesetereettetererettterettettetet Find members to add to marketing list Page 39 of 149 target360 A popup will appear with a search box Enter what you wish to search on for example company name city region etc In this case the search was carried out on Topic Search p Enter what you wish to search for then click on the magnifying glass View Lead Lookup View Search Company Event 2012 x Name Sy John Smith Company Event 2012 1 1 of 1 0 Selected H 4d Pagel F target360 will return all results that contain the information you have se
59. buted here will be added to the Lead s Score The score will increase by the amount in this field for every email Email Opened When a Lead opens an email as sent from an Email Activity the points attributed here will be added to the Lead s Score The score will increase by the amount in this field for every email If you do not wish to score certain events you can enter zero in the relevant field For example you may not wish to score outgoing phone calls Simply zero or clear the field Warning Scores can be changed at any time and they will take effect from the next event However all events prior to the change will NOT be re scored a Ci User Manual v1 8 7 Page 78 of 149 target360 4 2 Using Lead Scoring 4 2 1 Viewing the Score of a Lead When you click on Leads in the Navigation Menu the default sort for the records is by Score You can see how the Open Leads shown in the screen shot below are ordered by the Score column target360 4 Alert System Ey Alerts 4 Reporting AF Dashboards gt Reports 4 Activities Z Offline Activities B Accounts 84 Contacts Qi Leads Fi Opportunities 4 Campaigns Ey Campaigns Marketing Lists bA Email Activities Digital Activities 4 Analytics visitors ai Viicite fh Ge Leads Open Leads 7 ia Name Alana Merola Katie Armstrong 1G Matthew Hoge Jessie Whitenack Ralph Summers Neil Holmes Rebecca Campbell Tia Aitchison D O 0 O Lorraine Spit
60. ccsscscceccsccsccsscsscsccsscsscsccsscescscceces LOL Pea SV SU E E coments teres cles aacar teas E tena svnsweesardetn aun E E T aanseaoaes 142 OOM EWE EIS ENS OAS oe aaa E AN Ea EE ENEE EEEE Ea 143 Troubleshoot cacuasaedoncseseeesca nies enceneaaetecreais nnegenscsceanns eneunstaaedeassivanteauraunershcedideavonsoantvovsideoeausyatebeutes 149 4 User Manual v1 8 7 Page 2 of 149 target360 Version History March 7 2012 Gordon Johnston 1 3 5 October 31 2012 Gordon Johnston 1 8 7 pa User Manual v1 8 7 Page 3 of 149 target360 Conventions Throughout this manual areas of the target360 interface will be re components are outlined below amp gt Ph https redspiredemo crm4 dynamics com mair X A4 Dashboards 1 Managing D X Ail Microsoft Dynamics CRM z gE S50 A Edit Delete Set As Share Assign Refresh Advanced Default Dashboard All Find ferenced by name The various CRM Admin Redspire Demo Sign Out e Ribbon Visitors Pipeline eB a Sales Pipeline Last 30 days Open Opportunities 84 Contacts amp Leads 2 af Opportunities 1 4 Campaigns EJ Campaigns E Unknown B Known Marketing Lists a MMM i Suspect MMM 2 Prospect Web Sales Pipeline Open Web Opportunities MMM i Suspect W 2 Prospect Visits by Source Last two months Topic T 3 000 3l 2 2 000 x Z 1 0004 S 722 x 22 222 1 t r ey eo t
61. cess is the marketing list which provides a convenient mechanism for grouping accounts contacts or leads into a single managed list of potential customers The bringing together of Campaigns and Marketing Lists is the core of any effective marketing strategy within target360 A campaign can contain numerous marketing lists Email Activities Email Activities leverage a number of different components within target360 Each Email Activity brings together records from the following target360 components e Campaigns e Accounts Contacts and or Leads e Marketing Lists e Email Configs The following sections describe each of these components and take you on a basic walkthrough to create some records of your own It is worth retaining the records created in each section as you may require them in subsequent sections A User Manual v1 8 7 Page 29 of 149 target360 2 1 What is Email Marketing 2 1 1 Introduction Email Marketing is the process of sending bulk emails to lists of customers or potential customers Marketing Lists are lists of Leads Contacts or Accounts and can be Static or Dynamic Static A list of Leads Contacts or Accounts is generated to your criteria and added to the Marketing List This list does not change unless you manually intervene to add or remove Customers Dynamic A query is built to return a list of Customers When the Marketing List is executed i e An Email Activity is Sent the query is run and the list
62. ds if the records do not contain owner information or if the records cannot be assigned to the specified owners Data Map Name optional Save this data map for future imports Figure 118 Data Import Review Settings 13 The import confirmation is sent Depending on the amount of data imported this can take some time to process To view the status of an import during this process click on Imports in the text shown below target3 60 User Manual v1 8 7 Page 147 of 149 Wb Congratulations Your data has been submitted for import To check the status of the import see Imports in the Workplace area Figure 119 Confirmation of Success pi User Manual v1 8 7 Page 148 of 149 target360 9 3 Troubleshooting 9 3 1 Marketing 9 3 1 1 Links in a Marketing Email do not work in Apple Mail When constructing an HTML Email Template you may have inserted the links without the protocol In this case Apple Mail will prepend the link with x msg 2 which will break it You can view the HTML source of the email to confirm whether this is indeed the problem To solve this problem and make emails as compatible as possible please include the protocol e g http or https A fix will be included within target360 to prepend the URL with the protocol where it is missing However it will assume http and not every system is set up correctly to automatically transfer this prot
63. e ia F target360 User Manual v1 8 7 Page 48 of 149 The cost of the campaign activities and total cost of campaign are automatically generated based on the financial values that are assigned to each activity created against the campaign Campaign details can be edited later if required 4 User Manual v1 8 7 Page 49 of 149 target360 2 5 2 Walkthrough Create a Campaign In this walkthrough we will create a Campaign 1 To create a Campaign you need to navigate to the Campaigns section of target360 on the Application navigation pane as shown below f oh S i gt 2a https target360dev186 crm4 dynamics com main aspx P OX 244 Campai X ft i Microsoft Dynamics CRM FA T F fX gt Export to Excel j Y Filter Advanced Find Customize Campaigns View Charts J yg Activate 3 eo ij Deactivate ifa E maila Link Edit Assign Run Import X Delete Reporty Data 33 Copy a Link New Template Records Collaborate David Small target560dev A Sign Out target360 ft CR Campaigns My Campaigns 4 Alert System E Alerts 4 Reporting AF Dashboards gt Reports 4 My Work Name Template Status Reason Campaign No Proposed Test Campaign No Proposed Test Campaign 2 No Proposed Test Campaign 3 No The Big Event No Proposed ooo ole eS e E EE Proposed Z Offline Activities iB Accounts 84 Contacts amp Leads Fi Opp
64. e Product Lead Score Configuration Page Lead Score Configuration Route Letter Marketing List Figure 115 Mapping your fields to target360 fields 9 Map each imported field to the corresponding field in target360 by selecting the appropriate field from each drop down list If the data is standardised prior to importing then no changes should be required Check that the mappings are correct and click Next F User Manual v1 8 7 Page 145 of 149 target36 F ae Li Map Fields Help Select the Microsoft Dynamics CRM record type and map each source field to a target Microsoft Dynamics CRM field We suggest that you map all the required fields before you click Next Map the unmapped fields and then continue Required Fields Company Name x Company Name Last Name z Last Name Topic Topic Optional Fields Activities Activities v Annual Revenue Annual Revenue Bounced F Bounced Two Options v Business Phone Business Phone Campaign Interest F Campaign Interest Optic Y City City Count Count nd Country Region Country Region v Currency Eey Currency Lookup 4 Description Description Figure 116 Data Mapping Form 10 Click on OK to ignore all fields that were not mapped in the previous step The wizard detected one or more unmapped fields Do you want to ignore unmapped fields 11 A confirmation box will then appear to
65. e Total Estimated Revenue for In Progress Opportunities related to the Campaign Opportunity Act Revenue The Total Actual Revenue for Won Opportunities related to the Campaign target3 60 User Manual v1 8 7 Page 113 of 149 10000 Estimated MS Actual ET D 5000 D oF t Ww 0 Facebook Linked In Est Revenue by Digital Route 0 15 345 0 6 000 Facebook 0 9 345 0 3 000 Linked In EQ 6 000 O 3 000 Figure 89 Revenue by Digital Route Column Description Campaign Budget The Total Budget for the Digital Route Campaign s Campaign Target The Total Target Revenue for the Digital Route Campaign s Opportunity Est Revenue The Total Estimated Revenue for In Progress Opportunities related to the Digital Route Opportunity Act Revenue The Total Actual Revenue for Won Opportunities related to the Digital Route target3 60 User Manual v1 8 7 Page 114 of 149 10000 E Estimated ME Actual a 5000 ta Lu 0 Marketing Email Redspire Newsletter Discount Offer Follow Up Est Revenue by Campaign Activity 15 345 0 Marketing Email Discount Offer Follow Up 9345 0 Redspire Newsletter 6 000 0 Figure 90 Revenue by Campaign Activity Description Opportunity Est Revenue The Total Estimated Revenue for In Progress Opportunities related to the Campaign Activity Opportunity Act Revenue The Total Actual Revenue for Won Opportunities related to the Cam
66. e is the first viewed by the visitor within a sequence of page visits Viewed as Exit Page A count of the number of times a web page has been visited as an Exit Page That is where a page is the last viewed by the visitor within a sequence of page visits The Page Views Report contains a number of charts which allow you to see your most popular pages target3 60 User Manual v1 8 7 Page 109 of 149 7 9 3 Charts Count of Views MS Viewed NotLanding or Exit BE Viewed As Landing Page MEM Viewed As Exit Page BE Landing And Ext Page Stubs 0 10 20 30 40 30 Count Of Views Figure 85 Sample Count of Views Chart This chart is a stacked bar chart showing Pages along the Y axis and the View Count along the X axis You can see colour coded representations of the type of visit Landing Exit Both and Neither Pages are ordered by popularity and you can throttle the number of pages shown by raising the Minimum Hits parameter target360 User Manual v1 8 7 Page 110 of 149 Viewed as Landing Page Viewed As Landing Page default php Page Stubs 0 10 20 30 40 Count Of Views Figure 86 Sample Viewed as Landing Page Chart This chart is a bar chart showing the number of times each page on the Y axis has been visited as a Landing Page A Landing Page is the first page viewed by the visitor within a sequence of page visits Pages are ordered by popularity and you can throttle the number of pa
67. e report This is calculated at the Week Date and Campaign levels target3 60 User Manual v1 8 7 Page 99 of 149 7 3 Contacted Leads by Referring Page 7 3 1 Purpose The Contacted Leads by Referring Page Report provides a summary of Leads who have visited your web site along with the external web site which referred them for example a search engine You can specify a time period which is executed against the Lead creation date 7 3 2 Tables 30 01 2012 4 31 01 2012 T E 01 02 2012 2 Direct 2 http www google co uk imgres 1 http www google co uk url 1 1 http www redspire co uk about the team php Figure 75 Sample Contacted Leads by Referring Page Report Column Description Lead Created Date The date on which the Lead was created Referring Page The URL prior to a page visit on your web site as recorded in the Lead s Visit record Direct is shown if the URL was entered directly into the browser Count of Contacted Leads A distinct count of the Leads as shown in the detail of the report rs User Manual v1 8 7 Page 100 of 149 target360 7 4 General Summary 7 4 1 Purpose The General Summary Report provides an analysis of the quantities of pages viewed and visitors broken down by Visitor Type and Region and taking place across a period of time that you specify 7 4 2 Tables 2012 1838 January 062 February 976 Figure 76 Sample Pages Viewed Summary Table Column Description The yea
68. e the same search functions to remove members i e Use Advanced Find to remove members and Use Advanced Find to evaluate members Use Advanced Find to remove members Find members to remove based on search criteria Use Advanced Find to evaluate members Evaluate which members to keep in the marketing list based on search criteria Update the marketing list target360 User Manual v1 8 7 Page 37 of 149 2 3 2 Walkthrough Create a Static Marketing List In this walkthrough we will create a Static Marketing List To create a Marketing List you need to navigate to the Marketing Lists section of target360 on the Application navigation pane as shown below Ail Microsoft Dynamics CRM Marketing Lists View Charts Customize Run Import aj E maila Link Reporty Data x Activate m 5 I Share fx gt Export to Excel ya se S x4 Deactivate P Edit Create Quick Copy Marketing _Add to Assign x Delete Campaign List Campaign it Advanced Find 23 Copy a Link Y Filter Records Actions Collaborate David Small targets60dev Sign Out target360 A R 4 Alert System F Marketing Lists My Active Marketing Lists v Name Member Type LastUsedOn Purpose Type E Alerts 4 Reporting RF Dashboards gt Reports 4 My Work 4 Activities ZF Offline Activities B Accounts 5 Contacts Zd Leads Fi Opportunities 4 Campaigns E Campaigns Marketing
69. eck the formatting spelling etc Also you will be provided with a SPAM score which will allow you to evaluate your content and the quality of the email being sent Clicking on the Send Email button will send the Email Activity to your Marketing List immediately This cannot be undone so you should be sure that you have tested the look and feel of your email If you have elected to Schedule the email activity the emails will be held within target360 until the date and time that you have specified A User Manual v1 8 7 Page 54 of 149 target360 2 6 2 Walkthrough Create an Email Activity In this walkthrough we will create an Email Activity for a fictional event 1 To create an Email Activity you should navigate to the Campaigns section of target360 on the Application navigation pane Open the Campaign you created in the previous Walkthrough or any test Campaign you have to hand Click on Email Activities in the navigation menu of the Campaign form aaa 1 B za https target360dev186 crm4 dynamics com main aspx etc O X i Microsoft Dynamics CRM Campaign Add Customize Email Activities 13 Activate N Bulk Delete ad Share Y a Deactivate ioe Add New Email Edit Assign Email Activity X Delete Email Activity Activities Records 17 Copy a Link Filter 3 E mail a Link Collaborate Information General Financials Notes Mal Campaign The Big Event Campaign Code Total Cost of
70. ed by name lt field gt is required to be entered into the target360 form for the data to be correctly placed in the correct fields lt form action contact w pcf7 f77 p10 01 method post name form1 gt our Name required lt input name your name size 40 type text gt our Email required lt input name your email size 40 type text gt Subject lt input name your subject size 40 type text gt our Message stextarea name your message gt lt input type submit gt Send Figure 18 Sample Form Details Panel 9 On navigating back to target360 enter the details to allow the system to correctly map the data as described above One of the most important fields in the form is form type which allows more for more accurate tracking of data capture by tying a specific meaning to a form type e g the Newsletter Signup template can be assigned to news letter data capture 10 You will need to enter the details captured from the Web Developer tool exactly as they appear or the data will not capture correctly For example Name needs to be correct or it will not capture any details into target360 You must enter the name from the form exactly as it is case sensitive Form Type Salutation Contact Us Download Firstname Newsletter Signu Figure 19 Selecting a target360 Form Type pa User Manual v1 8 7 Page 25 of 149 target360 11 You now need to
71. en a Lead the score is shown at the top of the form Lead Erik Ferguson Lead Source Web 4 General Topic Salutation First Name Last Name Job Title Company Name Web Site E mail Address Street 1 Street 2 Street 3 City Erik Ferguson Pacific UK testi iarget360 com User Manual v1 8 7 Business Phone Owner g Claire Kirk 07982567156 Home Phone Mobile Phone Fax Other Phone State Province ZIP Postal Code Country Region Phone Figure 60 An example of a Lead Form Page 79 of 149 Leads bi A target3 60 The score can be investigated by looking at Closed Activities Targeted Email Sends and Opens etc Warning Of course the Lead Score values may change during the lifecycle of a Lead rs User Manual v1 8 7 Page 80 of 149 target360 A sale is defined as the process of converting the Opportunities obtained from marketing mechanisms into revenue for your business Opportunities will be won and lost in this phase of the Marketing amp Sales Cycle You will want to analyse the success of these conversions with specific reference to the sources of these Opportunities so that you can determine the quality of you digital routes and leads target360 focuses on the sales journey of a contact from visitor to sales lead to opportunity to customer Sales management focuses on the promotion of a sales lead to an opportunity x User Manual v1 8 7 Page 81 of 149 target360 5
72. end a Test Email nor can you send your Email Campaign without at least one Marketing List and Email Content The New Campaign Activity form is shown below Ea Email Activity Email Activities New Progress General Campaign Email Config Subject Finance Budget Allocated E Actual Cost Scheduling Schedule Marketing Lists Mame Member Type Last Used On Furpose To enable this content save the record Figure 46 The Email Activity Form Any budget and cost values will be included in ROI reporting To send a test email send the emails or to add email content you need to use the buttons within the Ribbon Send Send Edit Test Email Content bar Targeted Email Send Test Send a test email You will be asked for an email address for the sample email to be sent to A SPAM score will be computed as well as allowing you the opportunity to review a real copy of the email Send Email Send the email The emails will be compiled and sent immediately unless you elected to schedule the email activity for a future date or time target3 60 User Manual v1 8 7 Page 53 of 149 Edit Content The Edit Content button opens the built in HTML Email Content Editor in anew browser window allowing you to construct your marketing email Although it is not mandatory you should send a Test Email to yourself before you send the full email to your Marketing List This will allow you to ch
73. enue of Opportunities f Opportunities Won Opportunities Las v Search for records p Opportunities Last 6 Months Opportunities Last 6 Months oO Topic Cief can you please provide m 300 000 00 OI can you please provide m MN uw F Fi Can you please provide m 200 000 00 go Fi N Can you please provide m n uw Can you please provide m 21 11 5 Fj Fi Can you please provide m i 0 00 F Fi Can you please provide m 0 Oe tr Sum Est Revenue Count AII Status uw Gees Wn Lost Iam interested in marketi Status 1 8 of 11 0 selected KH 4 Pagel Db Af A BOSD EF GH i Sk MNO UP OR ST UM we YT Z f Opportunities Open Opportunities v Search for records J f Opportunities Lost Opportunities v Search for records C Topic Potential Customer a C Topic Potential Customer F Fi Looking for a Marketing Automation tool Sean Parker o Fi Can you please provide me with information on CRM Geoff Thomson Fi Fi Can you please provide me with information on CRM Douglas Hamilton F Fi Can you please provide me with some details on how Susan LeVine F at Marketing Automation Jo Killen F Fi Iam interested in marketing automation could you ple William Adam Can you please send me more information on CRM Steve Jobs F Fi Newsletter Signup Paul Faber Can you talk to us about a CRM system Martin Smith Fj Fi Can you please provide me with information on CRM David
74. erify Invitation David Small has invited you to use Microsoft Dynamics CRM Online Invitation Details Name ED Windows Live ID QQ target360 com Organization D https crm4 dynamics com If you are not Dave Burrell or believe this was sent to you by mistake do not proceed Click Cancel Figure 6 Windows Live ID Verification Email You must ensure that the email address and organisation are correct and as supplied by target360 f all details are correct please click Next If any details are wrong please contact target360 support User Manual v1 8 7 Page 12 of 149 target36 F ae Li 5 To access target360 you must accept the Terms of service by selecting I Accept the Terms of Service Agreement and clicking Next If you do not agree to the terms you will not be able to access target360 Terms of Service Review and accept the terms You must accept the Terms of Service Agreement before you can use Microsoft Dynamics CRM Online View the Terms of Service Agreement View the Privacy Statement By selecting I Accept the Terms of Service Agreement I understand that I am binding my company to the terms and conditions of the Terms of Service Agreement and I certify that I have the authority to do so I understand that if I do not agree to the Terms of Service Agreement in its entirety I should select I Decline the Terms of Service Agreement D I Accept the Terms of
75. es F Error Logs F Send Campaigns 4 Dynamics TE Imports 4 Offline Activity Lap Offline Activity Types target360 Support settings360 Settings For lead scoring to work there needs to be at least one record on the Lead Score Configuration Grid Warning If you add more than one record this will lead to unexpected results and scoring may become unpredictable rs User Manual v1 8 7 Page 76 of 149 target360 The Lead Score Configuration grid is shown below Lead Score Configurations Active Lead Score Configurations Mame a Created On Default 18 01 2012 13 53 Figure 57 An example of the Lead Score Configuration Grid If there are no records here then leads will not be scored If a record exists open it by double clicking if not then create a new one by clicking on the New button on the Ribbon You do not have to save the record if you do not want to implement Lead Scoring T oS New The Lead Score Configuration form is shown below Ea Lead Score Configuration Lead Score Configurations Default 4 General Name Default Values Route to Site Email 5 Route to Site 3 Chat 3 i Digital Phone Call 3 Phone Call 1 Form Capture 10 Incoming Outgoing Email Sent 1 Email Opened 1 P Notes Status Active Number of Campaigns 43 Figure 58 An example of the Lead Score Configuration Form A Lead Score Configuration record will typically have a name which can be anything
76. esponded by clicking on the Email Link The Campaign Activity to which the Lead has responded by clicking on the Email Link The full came of the Lead The company name of the Lead The Email Address of the Lead rs User Manual v1 8 7 Page 105 of 149 target360 7 8 Opportunities Summary 7 8 1 Purpose The Opportunity Summary Report provides an analysis of opportunities by Status In Progress and Won and shows the Estimated Revenue by Owner The report will show opportunities created within a date range that you specify 7 8 2 Tables Dave Burrell In Progress 2 62 563 00 Won 6 45 260 00 Canceled 3 42 630 00 target360 In Progress 6 2 396 00 Figure 82 Sample Opportunity Summary Report Description The Owner of the Opportunity record Opportunity Status Only a Status of In Progress and Won will be shown in this report No of Opportunities A Count of the Opportunities grouped by Owner and Status Total Value A Sum of Estimated Revenue grouped by Owner and Status This report also shows a chart of the tabular data Owner is shown on the Y Axis and the sum of Estimated Revenue is shown on the X Axis A bar will be shown for each Status so that In Progress Opportunities can be viewed side by side with those already Won target3 60 User Manual v1 8 7 Page 106 of 149 7 8 3 Charts Opportunity Outcomes by Owner Opportunity Outcomes by Owner MS Canceled I
77. est 01183 Redspire Redspire Redspire Redspire Redspire Redspire Redspire Redspire Redspire Redspire Redspire Redspire Redspire Redspire Redspire Redspire Redspire Redspire CEEEEEEEEEEEEEEEEEEE We a 1 250 of 5000 1 selected All B Redspire 2 Click on the User Manual v1 8 7 Figure 27 The Leads Grid New button on the Ribbon Page 33 of 149 New New New New New New New New New New New New New New New New New New New New 19 09 2012 18 1 ab 19 09 2012 18 1 19 09 2012 18 1 19 09 2012 18 1 19 09 2012 18 19 09 2012 18 1 19 09 2012 18 19 09 2012 18 1 19 09 2012 18 1 19 09 2012 18 1 19 09 2012 18 19 09 2012 18 19 09 2012 18 1 19 09 2012 18 19 09 2012 18 19 09 2012 18 1 19 09 2012 18 1 19 09 2012 18 1 19 09 2012 18 1 19 09 2012 18 1 gt H 4 Pagel gt x F ey BY M2lA 07 Y YII target360 3 Enter the new Lead s details General Topic Company Event 2012 Salutation Bn Business Phone First Name pm Home Phone Last Name Smith Mobile Phone Job Title ne Fax Company Name Acme Trading Co tt i ststi i lt Cs S Other Phone Web Site E mail ismith acme com Figure 28 The General Section of the Lead Form 4 Click on the Save or Save amp Close button on the Ribbon to add the record to targe
78. f target360 is that it will not only capture the lead data but will tie this together with future and past visits from the same visitor so long as the visitor does not clear their cookie cache If you do not have a content management system CMS setting up the new code within the website is a manual task on each page However if you are running a CMS it is a more straightforward template change The required html code is shown below NB You will have been supplied with the exact code that you require to insert into your website The code used below is a sample target360 Code lt Start of embedded target360 gt lt script type text javascript src http track target360 com 8080 include js domain www radicalblue co uk gt lt script gt lt script type text javascript gt sWOResponse if typeof sWOTrackPage function sWOTrackPage lt script gt lt script text text javascript src http track target360 com formfill js gt lt script gt lt End of embedded target360 gt Most web pages on the internet are made up of the same standard elements The target360 code needs to be inserted in a specific place to ensure that it will capture all visits visitors and form fills i e within the lt body gt and lt body gt tags Standard Web Page Makeup lt html gt lt head gt lt head gt lt body gt WEBSITE CONTENT lt body gt lt html gt target3 60 User Manual v1 8 7 Pa
79. ge 21 of 149 Website with Code lt html gt lt head gt lt head gt lt body gt WEBSITE CONTENT lt Start of embedded target360 gt lt script type text javascript src http track target360 com 8080 include js domain www radicalblue co uk gt lt script gt lt script type text javascript gt sWOResponse if typeof sWOTrackPage function s WOTrackPage lt script gt lt script text text javascript src http track target360 com formfill js gt lt script gt lt End of embedded target360 gt lt body gt lt html gt If you experience any issues with code placement please contact your account manager or support via email on support target360 com 4 User Manual v1 8 7 Page 22 of 149 target360 1 5 2 Walkthrough Form Capture Configuration In order for target360 to track your potential customers website visits and store them as sales leads they will need to fill in a form on the website target360 will automatically capture new leads into the system via your website forms so long as the form page has the target360 Tracking code installed However for this to work correctly you must tell target360 what forms you wish to capture and how to store the data 1 Click on settings360 on the bottom of the navigation bar on the left hand side You will only have access to these settings if you have the correct permission to do so i e set up as a Managing Director Marketing Manager
80. ges shown by raising the Minimum Hits parameter target360 User Manual v1 8 7 Page 111 of 149 Viewed as Exit Page Viewed As Exit Page default php Page Stubs 0 5 10 15 20 Count Of Views Figure 87 Sample Viewed as Exit Page Chart This chart is a bar chart showing the number of times each page on the Y axis has been visited as an Exit Page An Exit Page is the last page viewed by the visitor within a sequence of page visits After this either the browser window has been closed or the user has navigated to a web page out with the scope of your web visit capture settings Pages are ordered by popularity and you can throttle the number of pages shown by raising the Minimum Hits parameter Bs User Manual v1 8 7 Page 112 of 149 target360 7 10Return on Investment ROI 7 10 1 Purpose The Return on Investment ROI Report provides an analysis sales and potential sales revenues through time and broken down by Campaign Digital Route and Campaign Activity 7 10 2 Tables 20000 SS Estimated MS Actual 15000 T a E 10000 of 5000 0 Redspire Marketing TFMA Event 2012 Revenue by Campaign 2 000 20 345 5 6 000 Redspire Marketing 0 15 345 0 6 000 TFMA Event 2012 2 000 5 000 5 000 0 Figure 88 Revenue by Campaign Column Description Campaign Budget The Budget for the Campaign Campaign Target The Target Revenue for the Campaign Opportunity Est Revenue Th
81. h can help you convert Leads to Opportunities to Sales in the most efficient manner possible Web Analytics Veb Analytic Web Analytics is the measurement collection analysis and reporting of internet data for the purposes of optimizing web usage With target360 you can record how many times each page in your web site has been visited and how many unique visitors you have per page These visits can be tracked against leads via profiling allowing you to build up a picture of individual visitors to your web sites Using Form Capture you can turn anonymous visitors into marketable leads with the potential to become your customers Social Media Management User Manual v1 8 7 Social Media Tracking is the collection analysis and reporting of user interactions with your organisation brands and communications via social media content such as blogs wikis social networking and direct marketing With target360 you can determine when users click on your links as well as the social media involved Link Tracking can be combined with Web Analytics to build up a picture of how visitors are using your site what are your most popular media routes and identify potential leads and opportunities all automated for you by target360 Page 6 of 149 target360 More Help Web Site The target360 web site is available at e httpo www target360 com Training Pack You should have received you training pack shortly after purchasing
82. hand side H target360 2 Click on Campaigns in the Navigation Menu target360 fat Gee 4 Alert System Alerts 4 Reporting AF Dashboards E Reports z Activities EF Offline Activities i Accounts 5 Contacts ap Leads Fi Opportunities 4 Campaigns E Campaigns Marketing Lists L J Email Activities g Digital Activities 4 Analytics o Visitors Visits target3 60 User Manual v1 8 7 Page 71 of 149 NOTE You can also create a Digital Activity directly from the menu 4 Campaigns ut Campaigns qE Marketing Lists Email Activities Gi Digital Activities 3 In this walkthrough we will create a new Campaign but you can use an existing one if you wish Click on the New button on the Ribbon 4 Complete the mandatory field so give the Campaign a Name and a Proposed Begin and End Date Ai Microsoft Dynamics CRM Campaign Add re Save amp New ay al X Delete od Save Save amp Copyas Copyas Assign Close Campaign Template Customize target360dev A iad Sharing Tz Copy a Link Run 3 E maila Link Report Collaborate Data voas Campaigns vials New Save Actions Information General Financials Campaign Code Total Cost of David Small Notes Campaign Related 4 Common WH Planning Activities Campaign Activitie v General Name Offer a The Big Event Status Reason Proposed v SO udit Histon Schedule Proposed
83. ies B Accounts 84 Contacts Z Leads Fi Opportunities 4 Campaigns E Campaigns Marketing Lists bJ Email Activities Digital Activities 4 Analytics 8 Visitors Visits lt all 2 a x o o er oe a PP 7 o 7 o Lit z l ii 1 23 of 23 0 selected All A B Figure 30 The Marketing Lists Grid KH 4 Pagel gt V W X Y Zi You will also see the option to add Marking Lists within Campaigns Email Activities and Campaign Activities During this process you will also have the option to create a new Marketing List User Manual v1 8 7 Page 35 of 149 target360 As aminimum you are required to provide a Name a Member Type Account Contact or Lead and a Type Static or Dynamic General Name My First Marketing List Member Type t Type Static C Dynamic Figure 31 New Marketing List Form Name The name of the Marketing List This should be brief and encapsulate the function of the Marketing List Member Type A Marketing List may contain only a single type of contact Account A company Contact An existing customer Lead A prospect Member Type Of course a Campaign can contain numerous Marketing Lists should you need to combine contacts You are also able to populate a number of optional fields should you wish to do so Source Where you got the list If you bought the list how much it cost Descript
84. igital Activities 1 Click on settings360 on the bottom of the navigation bar on the left hand side You will only have access to these settings if you have the correct permission to do so i e set up as a Managing Director Marketing Manager or Sales Manager Figure 52 Navigation Groups 2 Click on Digital Routes in the Navigation Menu settings360 fa Gg 4 Email Campaign E Solution Configs F Email Configs F Targeted Email Errors 4 Web Analytics E Lead Score Configuratio _ amp Digital Routes F Form Capture Configura 4 Administration Visit End E Overnight Scores F Error Logs F send Campaigns 4 Dynamics Tt Imports _ Offline Activity Types Figure 53 Navigation Menu 3 Click on the New button on the Ribbon rs User Manual v1 8 7 Page 68 of 149 target360 4 Enter the name of the new Digital Route CO M ip Som yo SS lite al 2a https target360dev186 crm4 dynamics com main aspxtetc O X hk Digital Route Add Customize re Save amp New a Sharing X Delete Taj Copy a Link Run zi E maila Link Report Collaborate Data Digital Route v General Route LinkedIn gt Notes L Closed Activities 4 Audit History B Digital Activities bud Email Activities Visits Fi Opportunities 4 Processes Status Figure 54 The Digital Route Form A Microsoft Dynamics CRM David Small target360dev A Digital
85. il Opened When a Lead opens an email as sent from an Email Activity the points attributed here will be added to the Lead s Score The score will increase by the amount in this field for every email If you do not wish to score certain events you can enter zero in the relevant field For example you may not wish to score outgoing phone calls Simply zero or clear the field Warning Scores can be changed at any time and they will take effect from the next event However all events prior to the change will NOT be re scored a Ci User Manual v1 8 7 Page 139 of 149 target360 8 2 Email Settings TODO a ry User Manual v1 8 7 Page 140 of 149 target360 9 Working with Existing Data target360 facilitates working with existing lead data that may be contained within a separate current Customer Relationship Management CRM system via the import facility Existing lists of leads can be imported and nurtured A User Manual v1 8 7 Page 141 of 149 target360 9 1 Data Cleansing Data should be standardised before it is ready to import so that each field in the import file contains a recognisable name meaningful data and an appropriate name This can be carried out within a spreadsheet program like Microsoft Excel For example instead of abstract names like Field1 and Field2 these should be descriptive names such as First Name and Surname If a field contains a look up to another table this should
86. ion Any details you wish to record about the list that does not fit into any other fields You need to save the record before you can begin adding Contacts or Leads to the Marketing List rs User Manual v1 8 7 Page 36 of 149 target360 target360 gives you multiple options to find members to add to a Marketing List Manage Members Select how you want to find customers to add or remove as members of this marketing list How do you want to find members Find members to add to marketing list Use Advanced Find to add members Find members to add based on search criteria Use Advanced Find to remove members Find members to remove based on search criteria Use Advanced Find to evaluate members Evaluate which members to keep in the marketing list based on search criteria Update the marketing list htt Internet Protected Mode Off 4 Figure 32 Manage Members Form Use Lookup to add members provides a search for members based on their name or company This is a very basic search function Find members to add to marketing list Use Advanced Find to add members is a more in depth search tool that allows you to filter your search results based on an unlimited number of criteria You are able to filter on virtually any data that you hold on a lead account or contact C Use Advanced Find to add members Find members to add based on search criteria In addition to adding members you are able to us
87. ion Summary The Conversion Summary dashboard focuses on journey from visitor through to sale showing a graph of count over time for 1 Visits by Week 2 Leads by Week 3 Won Opportunities by Week target360 User Manual v1 8 7 Page 93 of 149 6 2 Creating a New Dashboard target360 is packaged with a number of dashboards already created for specific user roles However you can also create a brand new dashboard with graphs and lists that are most helpful to your daily job role a Set As Share Assign Refresh Advanced Default Dashboard All Find Action Query target360 Gh Bae Dashboard 10 Conversion Summary v 4 Alert System n Figure 71 The New Dashboard Button on the Ribbon To create a new dashboard click on the New button as shown above This will open the new dashboard wizard as shown below e Dashboard Layouts Webpage Dialog https redspiredemo crm4 dynamics com tools dashboardeditor dialogs dashboardlayoutdialog aspx Select Dashboard Layout Select a layout for your dashboard You can use this as your initial outline and then resize add or rearrange the components within this lil Multi Focused Dashb Overview Dashboard Nil 5 Ih al 3 Column Regular Dashboard This layout can accommodate components across three columns 2 Column 3 Column 3 Column Regular Dashboard Overview Dashboard Focused Dashboard https redspiredemo crm4
88. isits Contact Ta Lead 4 Processes v Visits T Company Landing Page IP Address Pages Seen Region Country Time on Site Campaign Activ Visit E 2 Virgin Media legals_terms_of_u 195 188 200 12 1 Sheffield United Kingdom 32 seconds Direct 26 10 4 1 1 of 1 0 selected vy PageViews Page Day Date Page Page Number le 26 10 2012 legals_terms_of_use php 1 1 of 1 0 selected gt Notes Status i Username 520 13512652910 Figure 11 The Visitor Form By adding a simple Web Tracking Code to your website shown later in this chapter Target360 can automatically determine e The region and country from which the visit originated e The name of the company to which the visitor belongs e The pages which were viewed by the visitor and the order in which they were visited The ultimate goal in marketing is to transform anonymous visitors into leads and ultimately customers Target360 facilitates this by e Allowing you to track multiple visits by the same visitor e Identifying the company to which the visitor belongs even if they never fill in a form on your website e Identifying the visitor and converting him or her into a lead by capturing their identity via a form fill oh User Manual v1 8 7 Page 18 of 149 target360 1 3 Visits Visits represent single browser sessions on your web site where a visitor arrives browses one or more pages and then leaves or closes their browser l
89. l media applications For example in the screenshot below you can see three digital activities They are part of the same campaign to publicise a new product they have the same subject since they are projecting the same message however they are each for different social media platforms so we will know how many users of those social media platforms clicked on our link or advert Using this technique we can measure the success of our social media Campaigns and direct our attention and budget accordingly 5 a https redspiredemo crm4 dynamics com main aspx Origin Portal amp skipnoti O X 2a Digital Activities Active Dig X 4 4 Microsoft Dynamics CRM CRM Admin i n Redspire Demo Digital Activities View Charts Customize Sign Out A yz Activate joi Share gt fx gt Export to Excel i 65 Wa x54 Deactivate Ra Copyalink YS amp Y Filter pe Run Start Run Import Advanced al E mail a Link Workflow Dialog Reporty Data Find Edit Assign X Delete Records Collaborate Process target360 G G8 Digital Activities Active Digital Campaigns 4 Alert System Campaign Subject Clicks Digital Route Created On Alerts 4 Reporting RFI Dashboards gt Reports New Product Campaign New Product Pre release Awareness Campaign Facebook 29 10 2012 17 10 New Product Campaign New Product Pre release Awareness Campaign LinkedIn 29 10 2012 17 12 New Product Campaign New Product Pre release Awarene
90. l v1 8 7 Page 127 of 149 New Visits BE Returning Visit New Leads BEE Returning Leads 100 60 60 40 20 30 01 2012 06 02 2012 13 02 2012 20 02 2012 27 02 2012 Week Commencing Figure 100 Sample Visit Lead Summary Weekly Chart target360 7 17Visit Lead Summary Monthly 7 17 1 Purpose The Visit Lead Summary Monthly Report provides an analysis of visits by known Leads over a date range that you specify Visits are broken down by type New and Return visits and by month From the table you can see total site visits and then the total site visits by known Leads 7 17 2 Tables Redspire co uk January New 244 0 Returner 127 1 February New 300 0 Returner 132 0 Figure 101 Sample Visit Lead Summary Monthly Report Column Description The web site which was visited The month during which the web site visit occurred Visit Type New and Returner representing the type of visit recorded by target360 The total number of visits recorded for the web site and broken down by Visit Type No of Leads The total number of visits by known Leads recorded for the web site and broken down by Visit Type target3 60 User Manual v1 8 7 Page 128 of 149 7 17 3 Charts Visit Lead Summary Monthly Chart The Visit Lead Summary Monthly Chart shows time along the X axis and total visits along the Y axis Total Visits are represented by yellow bars and Visits by Know
91. log imail Cam Soogle Ad None f Opportunities Won Opportunities Last Week v Search for records pP Topic Potential Customer Est Revenue Oow de N E Twitter Direct No Opportunity records are available in this view User Manual v1 8 7 Figure 9 target360 Home Page Page 14 of 149 target360 First Login Hosted Access When your target360 system is set up you will receive an email from the system administrators with details on how to log in This will include User name Usually in the form of an email address Password Unique for each user URL to access target360 When you follow the link it will take you to the login screen AMS S https hsadfs crmel O X Sign In The O Cloud Type your user name and password User name o password Figure 10 target360 Login Screen Type in the username and password provided and you are ready to start using target360 target360 User Manual v1 8 7 Page 15 of 149 1 Web Analytics fa Visitors Active Visitors Mi X Ail Microsoft Dynamics CRM File Visitors View Charts Add Customize 9 wi Activate B Copy a Link 3 13 f Export to Excel a 5 p i E mail a Link E Y Filter 4 Deactivate
92. n Audit Histor Subject Come to the Big Event 2 t Digital Route l LinkedIn A The Big Event Te Tracking String Stats Clicks v Administration Campaign Start ay Campaign End Finance Campaign End Budget Allocated fe Actual Cost fE Status T Tracking ID In this walkthrough we have created the digital activity from a campaign so the Campaign field will be populated for us by the system If you have created the activity directly from the menu then you would have to select a Campaign 9 Click Save to save the record You can now append this to any links you plan to put on LinkedIn for example www mysite com bigevent htm ecwa 0000000011 004 0001 This concludes the walkthrough kt Cn User Manual v1 8 7 Page 74 of 149 target36 ae Li 4 Lead Scoring 3 User Manual v1 8 7 Page 75 of 149 target360 4 1 Administering Lead Scoring 4 1 1 Lead Score Configuration The Lead Score Configuration settings can be found and edited by target360 Administrators Select settings360 on the bottom of the navigation bar on the left hand side Click on Lead Score Configuration in the Navigation Menu settings360 fay Lg 4 Email Campaign F solution Configs FE Email Configs F Targeted Email Emors 4 Web Analytics F Lead Score Configurations L Digital Routes Le Fom Capture Configurations F IP Addresses 4 Administration Lap Visit End F Overnight Scor
93. n Leads are represented by blue bars Visits are broken down by Visit Type 350 _ New Visits PW Return Visits 300 MS New Leads MS Return Leads 250 _ 200 m 5 150 100 50 0 January February Month Figure 102 Sample Visit Lead Summary Monthly Chart A User Manual v1 8 7 Page 129 of 149 target360 7 18Visits and Leads Generated 7 18 1 Purpose The Visits and Leads Generated Report provides an analysis of visits showing the volume of new Visitors Files Downloaded and Visiting Leads Leads can be seen in total and also by lead score by entering a value into the Enter Lead Score Threshold 7 18 2 Tables 0 01 02 2012 2 4 4 06 02 2012 1 0 2 2 07 02 2012 1 0 2 2 09 02 2012 0 0 1 1 15 02 2012 0 0 1 1 20 02 2012 1 0 1 1 21 02 2012 0 0 2 2 Figure 103 Sample Visits and Leads Generated Report Column Description Visit Date The date of the visit Number of New Visitors The number of new Visitors recorded Number of Downloads The number of file downloads recorded Visits Identified as Leads The number of Visitors identified as Leads Visits by Leads with a Score The number of Visitors identified as Leads where the Lead has a Score greater gt X than X X is the Lead Score Threshold and is entered in the parameters section at the top of the report target3 60 User Manual v1 8 7 Page 130 of 149 7 19Visits by Marketing Campaign 7 19 1 Purpose The Visits by Marketing Campaign Re
94. nd direct Opportunities Won Last Week Sales won in the last 10 days as a list containing topic customer estimated revenue and owner target360 User Manual v1 8 7 Page 85 of 149 6 1 2 Marketing Manager Dashboard 2 Marketing Manager v Closed Leads Last three months All Leads in last 6 months Visitors Pipeline Qualified and Disqualified All Created Leads Active Visitor Pipeline 40 250 305 204 10 4 6 0 8 3 8 2 Count AIl Status Count All Lead uw _ n Jan 2012 Feb 2012 10 Month Created On ae Jan 2012 Feb 2012 E Qualified E Disqualified Month Created On Qy Leads Open Leads v Search for records C Name Topic Status Rea Created On Score Owner O amp Fred Bloomingdale Interested In your product New 01 02 2012 16 22 target560 Fj amp Rachel Ewing Can you send me more information New 30 01 2012 17 55 target360 O amp Steve Jones Can you send me info about CRM 30 01 2012 17 55 target360 F amp Dave Burrell This is a test too 06 02 2012 10 36 target360 C Jimmy Austin Could you send me some more info 30 01 2012 17 51 target360 g Figure 64 Dashboard 2 Marketing Manager Marketing Managers will wish to see overall marketing activity within the business The default dashboard panels are Closed Leads Last 3 months This shows a breakdown on a month by month basis of the qualified and disqualified leads in the last 3 months Visitors Pipeline A summary
95. nited Kingdom 8 minutes and 48 sec Direct 26 10 au 4 Reporting a B Virgin Media legals_terms_of_u 195 188 200 12 1 Sheffield United Kingdom 32 seconds Direct 26 10 a m a a ea e Planet Technologies crm_segmentatior 77 164 186 57 1 Gelderland Netherlands 30 minutes and 24s Direct reno F eports i ia Bharti Broadband products _consulti 122 176 220 118 2 Delhi India 7 minutes and 48 sec Direct 26 10 A 4 Work 5 Activities la British Telecommunications contact php 81 137 193 7 3 Bristol City of United Kingdom 1 minute and 28 sec Direct 26 10 g E Offline Activities 7 a NEOTEL PTY LTD crm_single_custor 41 161 72 186 1 Unknown South Africa 0 seconds Direct 26 10 A Accounts lal D MTN Network Solutions P crm_single_custor 196 31 121 94 1 Western Cape South Africa 0 seconds Direct 26 10 F FE Contacts o ia Sky Broadband dynamics_crm_ma 90 211 68 111 2 Hampshire United Kingdom 1 minute and 4 seco Direct 26 10 Leads Ee Verizon Business dynamics_crm_201 63 111 9 253 1 Unknown United States 0 seconds Direct 25 10 gt a Opportunities 0 B Bezeq International default php 82 80 143 3 1 Tel Aviv Israel 3 minutes and 33 sec Direct 25 10 4 Campaigns T Orange mobile retail_crm_solutio 213 205 227 246 1 Unknown United Kingdom 49 seconds Direct z0 i z E g Eircom crm_contact_man 86 47 106 127 1 Dublin Ireland 30 minutes and 26 s Direct 25 10 in s EA Email A ia la Scottish Power PLC default php 194 32 190
96. o Quisque eu mauris velit Nunc vehicula ipsum at posuere tincidunt velit nulla dictum sapien vitae iaculis urna nunc id elit In cursus gravida lacus nec accumsan elit aliquet pharetra Quisque sollicitudin felis ac dapibus convallis sapien est commodo turpis a euismod orci orci a tellus Phasellus pharetra molestie purus vel auctor Nulla ornare turpis quis justo imperdiet vestibulum Article Title Goes Here Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae Duis ullamcorper fermentum dolor vel congue odio venenatis quis Nunc et ultricies ipsum Pellentesque auctor gravida mi eget dapibus Mauris ac ante risus ut porttitor augue EHTML Q Preview Words 302 Characters 2110 You can add standard Links such as Unsubscribe and add CRM Fields such as First Name and Last Name Links CRM Fields Links and Fields are automatically replaced with real data from the Lead or Contact record when the email is sent 12 Click on the save button when you are finished a You can return to modify the email at any time prior to sending the email activity 13 The pop window will display a message once it has saved and you can now close it or click on the link to continue editing HTML Code Saved to Email Campaign Click Here to Edit again pa User Manual v1 8 7 Page 60 of 149 target360 14 The Email Activity will update to show the new email template C l o
97. ocol to https should the site require a secure connection It is always better to be precise with your URLs to ensure maximum compatibility target3 60 User Manual v1 8 7 Page 149 of 149
98. of Customers is compiled at that moment Marketing Lists are consumed by Email Activities which allow you to compile an HTML Email and send it to many Leads or Contacts automatically handle Bounces and Unsubscribes record Opens and Clicks obtain a list of Customers who clicked etc Email Marketing is the process of not only sending out email activities but also recording and enabling the analysis of the user response pa User Manual v1 8 7 Page 30 of 149 target360 2 2 Leads Sales leads are managed through target360 via the Leads button on the Application navigation pane as shown below ae 4d https redspiredemo crm4 dynamics com main aspx Origin Portal amp skipnoti O X Ju Leads My Open Leads Mi X i Microsoft Dynamics CRM Leads View Charts Add Customize A wi Activate lz ei pE f Share 3 A Export to Excel EN X Delete s amp B 23 Copy a Link Y Filter New Edit Merge Qualify Send Direct Add to Marketing Assign Run Import Advanced E mail List gj E maila Link Reports Data Find Records Actions Collaborate target360 Ai BR Leads My Open Leads Search for records p 4 Alert System E Name Company Name Topic i Lead Status Status Reason Created On gi lt Alerts 4 Reporting pial Dashboards gt Reports 4 My Work Z Activities al amp Gordon Test01164 Redspire Gordon 10 000 Test 01164 19 09 2012 18 na F amp Gordon Test01165
99. on how you implement these dates but generally speaking you would wish to encompass the full time frame of the campaign lifecycle pi User Manual v1 8 7 Page 47 of 149 target360 Below is an example of the Campaign form at Campaign Campaigns The Big Event Campaign Code CMP 01018 Q95402 Total Cost of 0 00 Owner amp David Small Campaign ra General Name Status Reason Proposed Offer Schedule Ign ane Begin Date 05 11 2012 w Actual Begin Date fz w Proposed End Date 05 12 2012 f a Actual End Date fe wa Description Publicise out Big Event via email and social media Figure 39 The Campaign Form The first required field is the campaign name Ideally this should be something that will allow a campaign to be easily identified and should encapsulate the function of the campaign The Description field will allow colleagues to see what the objectives of the campaign are if the campaign creator or organiser is absent as shown in the figure below Description Description My Marketing campaign to multiple sectors re marketing automation v Financials Financials Total Cost of F Budget Allocated lg Campaign Activities Miscellaneous Costs lg Estimated Revenue lg Total Cost of Campaign Figure 40 New Campaign Form bottom Financial information useful Return on Investment for reporting can also be specified e Miscellaneous Costs e Budget Allocated e Estimated Revenu
100. or Sales Manager 2 Click on Form Capture Configurations again on the left menu settings360 fat Gg 4 Email Campaign amp Solution Configs re Email Configs Fe Targeted Email Errors 4 Web Analytics amp Lead Score Configurations Digital Routes FS Form Capture Configurations 4 Administration amp Visit End re Overnight Scores amp Error Logs amp Send Campaigns 4 Dynamics Ti Imports 4 Offline Activity Offline Activity Types 3 You will see a list of any current form capture configurations which you can edit However in this case we are going to create a new one Click on New button in the Ribbon oh User Manual v1 8 7 Page 23 of 149 target360 4 You will now see all the fields from which you will be able to point your website data as displayed below Information E3 Form Capture Configuration ey eee General New Address v General Related Name Common Form Type Select v Processes Salutation Business Phone Firstname Mobile Phone Lastname Fax Company Website URL Job Title Email Description Number of Employees v Address Street 1 State Province Street 2 Zip Postal Code Street 3 Country Region City v Status Active Modified By Modified On Figure 14 Form Capture Configuration Form 5 Goto the webpage that contains your form for example www radicalblue co uk contact by typing in the URL www radicalblue co uk contact Figure 15
101. ortunities 4 Campaigns L Campaigns Marketing Lists 4 Email Activities Digital Activities 4 Analytics 8 Visitors Visits 1 5 of 5 0 selected All A B Figure 41 The Campaign Grid 2 Click on the New button on the Ribbon User Manual v1 8 7 Page 50 of 149 Created On 29 08 2012 10 05 19 10 2012 15 44 19 10 2012 16 15 22 10 2012 10 21 05 11 2012 10 23 D ey y MAIA 07 B4BY AII 2 a KH 4 Pagel P X yY z target360 3 Enter the new Campaign s details General Name Status Reason Proposed Offer Schedule Proposed Begin Date 05 11 2012 fi Actual Begin Date Proposed End Date 05 13 2012 HA Actual End Date Description Publicise out Big Event via email and social media Figure 42 Lead Details 4 You can also enter the budget and target for the Campaign Financials Financials Total Cost of Budget Allocated lf 500 00 Campaign Activities Miscellaneous Costs le 120 00 Estimated Revenue E 2 000 00 Total Cost of Currency B Pound Sterling Cal Campaign Figure 43 Lead Financials 5 Click on the Save or Save amp Close button on the Ribbon to add the record to target360 il by Save Save amp Close NOTE You can find the record by entering The Big Event into the Quick Search box Campaigns Search Results the big event x E Name Template Status Reason Created On e E Ej The Big E
102. paign Activity target3 60 User Manual v1 8 7 Page 115 of 149 Spend 1 Retum 0 Spend Peetu Spend Retum E User Manual v1 8 7 60 Days 20 000 00 MS Return EE Spend 10 000 00 F0 00 Facebook Linked In Digital Route 120 Days F20 000 00 MS Return EE Spend 10 000 00 0 00 Facebook Linked In Digital Route 180 Days 20 000 00 la Return GS Spend 10 000 00 0 00 Facebook Linked In Digital Route Figure 91 Spend Return vs Digital Route over Time target360 Page 116 of 149 7 11Time and Number of Visits per Site 7 11 1 Purpose The Time and Number of Visits per Site Report provides an analysis of the number of seconds the number of pages seen and the total number of distinct visits to your web site broken down by date and hour 7 11 2 Tables E 25 02 2012 263 9 bs 09 10 61 1 1 10 11 23 2 1 14 15 af 1 1 20 21 122 4 1 22 23 0 1 1 E 26 02 2012 J97 12 2 0i 02 242 2 1 02 03 146 1 1 07 08 60 2 1 11 12 99 2 1 15 16 20 2 1 Figure 92 Sample Time and Number of Visits per Site Report Column Description The date of the visits being reported Hour The hour of the visits being reported in the form 15 16 this example would provide time and total visit metrics for visits which occurred between 3pm and 4pm Seconds on Site The total number of seconds which visitors spent on site The total number of pages seen by visitors to the site
103. port provides an analysis of visits broken down by Campaign Digital Route and Campaign Activity 7 19 2 Tables Campaign Route tity Total Visits Email Campaign 2 E Email Campaign All Activities Mail shot to advertise TMFA stand Event Launch 1 E Twitter All Activities 1 Twitter Link 1 None 340 E None All Activities 340 None 340 None 2 E Google Adword All Activities 2 None 2 TEMA Event 2012 1 E Twitter All Activities 1 Twitter Support for TFMA 1 Figure 104 Sample Visits and Leads Generated Report Column Description The Campaign which resulted in the web site visit The Digital Route through which the Campaign was conducted The Campaign Activity which resulted in the web site visit The total number of visits grouped by Campaign Digital Route and Campaign Activity Note Visits not associated with a Campaign will not be shown in the report target3 60 User Manual v1 8 7 Page 131 of 149 7 20Visits by Referring Page 7 20 1 Purpose The Visits by Referring Page Report provides an analysis of visits showing unique visits against the referring page the URL of the page preceding the visit The preceding page could be a search engine or another web site which has a link to your web site If the user types the URL of your web site directly into the browser or uses browser favourites the referrer will show as Direct Results are ordered by popularity 7 20 2 Tables http www_google co uk url
104. r during which the visits occurred The month during which the visits occurred Page Views The total number of page views on your web site for each month in the specified period 2012 January New 244 Returning 127 February New 305 Returning 133 Figure 77 Sample Visit Summary Table Column Description The year during which the web site visits occurred The month during which the web site visits occurred Visit Date The day on which the web site visits occurred target360 User Manual v1 8 7 Page 101 of 149 Visitor Type New and Returner representing the type of visit recorded by target360 The total number of distinct visitors to the web site Visits 571 a09 Aberdeen City 3 3 Al Qahirah 2 2 Alabama 1 2 Alsace 1 1 Amman Governorate 1 1 Andalucia 1 1 Andhra Pradesh 1 1 Angus 1 1 Aquitaine 1 1 Ar Riyad 1 1 Attiki 1 1 Barking and Dagenham 1 2 Barnsley 1 2 Bayern 1 1 AnaeAfard hire T A Figure 78 Sample Unique Site Visitors Table Column Description Region The region in which the site visitor resides Some regions may also contain the Country of origin Unique Visitors The total number of unique Visitors per Region The total number of Visits per Region Ti ry User Manual v1 8 7 Page 102 of 149 target360 7 5 Keyword Summary 7 5 1 Purpose The Keyword Summary Report provides a summary of the most popular keywords used in search engines which resulted in a vi
105. review i Words 0 Characters 0 ss Figure 49 The HTML Editor a J T User Manual v1 8 7 Page 58 of 149 target36 ae Li 9 Click on the Insert Templates button to add a pre built email template E 10 The Insert Templates dialog will open Insert Templates e templates target360dev186 i a a S p Heh aE d Name Size Click here if you are having trouble E E ds HTML_Template html 448 B E Title Goes Here 6 04 KB O E modem html 5 76 KB E E odessey html 8 10 KB F E office html 8 36 KB E E stylish html 4 65 KB blandit blandit Upload Max file size allowed 1 000 00 KE O Max Upload folder size is 100 00 MB Used 33 34 KE On this screen you can select a pre existing email template upload an email template of your own devising or modify an existing email template to closer match your needs For this example you can select any template and click the Insert button target3 60 User Manual v1 8 7 Page 59 of 149 11 Inspect and modify the email content te z a OM g9 e4 on 3 s 2E lt x X abe cA Ad S CO Lb ke Normal Default Font Size Links if you are having trouble viewing this message Title Goes Here Lorem ipsum dolor sit amet consectetur adipiscing elit Donec vehicula ante at quam omare eu viverra ante eleifend Vivamus massa urna rhoncus vitae rhoncus blandit tellus sed pretium aliquet dui felis blandit nunc nec varius nisl lorem ac le
106. rget360 Gordon Test01183 Redspire Gordon 10 000 Test 01183 19 09 2012 cet o a N gt 4 _ 1 250 of 5000 1 selected KH 4 Pagel gt l Settings All A B D E F G H I J K L M N ie P Q R S T x Y Z ey BY MIA 07 B49Y AO n Fi Opportunities 4 Campaigns S Figure 25 My Open Leads 2 2 1 Lead Creation A new lead can be created by either importing existing leads or by clicking on the New button in the Ribbon bar as shown below If you have set up web tracking Leads will also be generated automatically by users of your web site who chose to fill in your online forms pi User Manual v1 8 7 Page 31 of 149 target360 An empty Lead form is shown below Qs nt Nor Vceso Om AE l Microsoft Dynamics CRM ee Lead Add Customize target360dev A m igh Save amp New dt jad Sharing A X Delete EP D copy a Link p Save Save amp Add to Marketing Assign Run Generate Tracking List 7 E maila Link Report Code Close Save Collaborate Data Tracking Code Information E Lead General New Social Presence Lead Source Owner Visit David Small Details Notes amp Activities Preferences v General Topic amen Salutation Business Phone First Name Home Phone Last Name Mobile Phone Job Title Fax Company Name Other Phone Web Site E mail Address Street 1 State Province Street 2 ZIP Postal
107. s Figure 110 The Lead button within the Navigation Pane 2 Locate the Import Data icon located in the top ribbon as shown below _ Acwate s nare Foltov ra w Export to Excel 4 f ie g Pa X Oelete ay Copy a Link f i i Pater New Ege Merge Qualify Send Dwedt Add te Marketing pect Assy Re tart Pu AGrames ima Lia q bast a Unk Weektiow Cuiog Repo Prg Records Atan atad Proves Liste Figure 111 The Import Data Button on the Application Ribbon Import Data 3 Click Import Data followed by the Import Data sub link TE fx gt Export to Excel a Y Filter Advanced Find target360 User Manual v1 8 7 Page 143 of 149 4 Select the data file created which contains the existing leads Click on Browse and navigate to the relevant file Upload Data File Help Select a data file to import into Microsoft Dynamics CRM Data file name Browse Supported file types XML Spreadsheet 2003 xmi j csv t and zip Figure 112 The Upload Data File Form Once you have located the file click Next Next 5 The file name and size should now appear You should not have to edit any Delimiter settings if you followed the steps to standardize your data 6 Click Next and the Review File Upload Summary will appear as shown below Review File Upload Summary The following data will be imported into Microsoft Dynamics
108. s IB accounts Eb Campaign Azure Test No Html Code 84 Contacts Eb Campaign Azure Test No Marketing Lists Q Leads Eb Campaign Azure Test 10 000 Campaign Sent Successfully a Opportunities 1E bd tB60C001 Consonant or a Vowel Campaign Sent Successfully 4 Campaigns P ba target360 Administrator Tes CRM Administrator Test Email Activity Campaign Sent Successfully E Campaigns FAA Marketing Lists LA Email Activities Digital Activities 4 Analytics 8 Visitors Visits yeya ayq mapa 07 IYAD Bs Campaign Friday 12 45 Campaign Sent Successfully gt target360 4 gt settings360 a 1 88 of 88 0 selected M 4 Page1 gt Settings Al A B poe Figure 45 The Email Activities Grid on the main navigation menu 2 6 1 Email Activity Creation Email Activities are created as part of a Campaign In order to save an Email Activity you must provide a Campaign an Email Config and a Subject Campaign The Campaign to which the Email Activity is associated This field may be populated for you automatically Email Config Allows for the configuration of the From Reply To and On Behalf Of email addresses and display names that will be used in the resulting emails A meaningful title for the Email Activity Once the campaign activity record is saved you will be able to add one or more Marketing Lists and also Email Content the body of the email message pi User Manual v1 8 7 Page 52 of 149 target360 You cannot s
109. sit to your site The report shows a breakdown of e Keywords phrases used within search engines ordered by popularity e Search Terms individual words used within search engines and ordered by popularity 7 5 2 Tables Customer Service 4 Customers Service 3 customer 1 Red Spire Crm 1 signpost 1 Single View Of Customer Image 1 Dynamics Crm 2011 Sales 1 Basic Crm Establishes A Foundation For Customer 1 Information Mscrm 2011 Outlook Client Appointment 1 Dynamic Crm Track Products 1 Figure 79 Sample Keyword Summary Report Column Description Keywords A phrase entered into a search engine by a user which resulted in a visit to your site Search Terms A word entered into a search engine by a user which resulted in a visit to your site Total Visits A count of visits associated with the Keywords Search Terms used to locate your web site target3 60 User Manual v1 8 7 Page 103 of 149 7 6 Keyword Summary by Search Engine 7 6 1 Purpose The Keyword Summary by Search Engine Report provides a summary of the most popular keywords used in search engines which resulted in a visit to your site On this report the Keywords are grouped by Search Engine 7 6 2 Tables Search Engine Keywords isi Total Bing 9 Redspire Glasgow 5 Customer Retention Figures 1 Microsoft Dynamics 2011 Sales 1 Crm Social Services 1 Red Spire Glasgow 1 Google_at 1 Dynamics Crm 2011 Processes L E Google ca 1 E Google co in 6 E Google
110. ss Campaign Twitter 29 10 2012 17 12 gp Offline Activities B Accounts 84 Contacts Q Leads Fi Opportunities eyo BY MIA 07 Y 41 9 a 4 Campaigns E Campaigns Marketing Lists bA Email Activities Digital Activities 4 Analytics visitors Visits gt A target360 l 1 3 of 3 0 selected KH 4 Pagel P Settings All A Figure 50 The Digital Activities Grid Ultimately as we convert clicks into leads opportunities and sales we will be able to track those leads opportunities and sales back to the digital activity and social media platform which brought them to your organisation pi User Manual v1 8 7 Page 66 of 149 target360 3 3 Digital Routes Digital Routes represent distinct categories of social media They can be as simple or as granular as you want For example you could create a single Digital Route for all you non email marketing activities however you would have no way to report on specific social media platforms Equally you could create multiple Digital Routes for Facebook to represent different types of advert however this may be too much information and require manual analysis to recombine the statistics back under a single Facebook route It is up to you how many routes you create A good starting point is shown in the screenshot below a mm a X ca gt i https target360dev186 crm4 dynamics com main aspx P aeaecxX a yt 4 4 Microsoft Dynamics CRM David Small
111. system Martin Smith 9 999 00 martin voltagecreative c Figure 65 Dashboard 4 Sales Manager Sales Manager will wish to see various views of the sales pipeline The default dashboard panels are Won and Lost The closed sales opportunities in the last 2 months broken down into won and lost sales The total number of opportunities broken down by month Sales Pipeline A chart of current sales leads in the sales process as suspects prospects and closing Open Leads All opportunities qualified sales leads in the system by lead name topic status date created lead score and owner ia F I User Manual v1 8 7 Page 87 of 149 target360 6 1 5 Salesperson This is a personalised view for the system user for the Sales Manager dashboard described above in section 8 1 1 4 above TODO Reword rs User Manual v1 8 7 Page 88 of 149 target360 6 1 6 Visitor Pipeline Dashboard 6 Visitor Pipeline Visitors Pipeline Visitors Pipeline Figure 66 Dashboard 6 Visitor Pipeline The Visitor Pipeline dashboard focuses on website traffic over different periods of time as shown above These display the visitors broken down into e Unknown e Known e Opportunities and e Won over periods of 30 60 90 and 1 30 days respectively User Manual v1 8 7 Page 89 of 149 el target36 F a F cc 6 1 7 Opportunity Summary Dashboard 7 Opportunity Summary v Opportunities Last 6 Months Est Rev
112. t can be done by combining two FetchXML queries and iterating through one of them This will be added to the next version of target360 4 User Manual v1 8 7 Page 122 of 149 target360 7 14Visit Lead Comparison 7 14 1 Purpose The Visit Lead Comparison Report provides a comparison of Total Visitors with Known Visitors split into new and return visits You can specify two date periods and compare the results 7 14 2 Tables Description New and Returner representing the type of visit recorded by target360 Total Visits A count of the number of visits recorded by the system over a date period defined by you split by visit type Known Visitors A count of the number of visits by known visitors recorded by the system over a date period defined by you split by visit type Period Two date periods can be specified for comparison The default is two consecutive weeks Visit Totals Chart The Visit Totals Chart shows the total number of visits for each period and visit type Period 1 is shown in black and Period 2 is shown in green target3 60 User Manual v1 8 7 Page 123 of 149 7 15Visit Lead Summary Daily 7 15 1 Purpose The Visit Lead Summary Daily Report provides an analysis of visits by known Leads over a date range that you specify Visits are broken down by type New and Return visits and by day From the table you can see total site visits and then the total site visits by known
113. t3 60 User Manual v1 8 7 Page 138 of 149 8 1 2 Events that can be scored The Lead Score Configuration options available are as follows Route to Site Email Where a lead is created via an Email Activity the points attributed here will be added to the Lead s Score Route to Site Digital Where a lead is created via an Digital Activity the points attributed here will be added to the Lead s Score Where a Lead has chatted with you via the target360 chat mechanism the points attributed here will be added to the Lead s Score The score will increase but the point in this field for every chat Phone Call Incoming When you receive a phone call from a Lead and store that in CRM as a Phone Call activity the points attributed here will be added to the Lead s Score The score will increase by the amount in this field for every Phone Call activity Phone Call Outgoing When you phone a Lead and store record that event in CRM as a Phone Call activity the points attributed here will be added to the Lead s Score The score will increase by the amount in this field for every Phone Call activity Form Capture Every time the Lead fills in a form on your web site their score will be increased by the amount in this field Email Sent When a Lead receives an email as sent from an Email Activity the points attributed here will be added to the Lead s Score The score will increase by the amount in this field for every email Ema
114. t360 x Save Save amp Close NOTE You can find the record by entering Company Event 2012 into the Quick Search box Leads Search Results Company Event 2012 x Topic Name CompanyName StatusReason Business Phone E mail 2 lt ms Company Event 2012 John Smith Acme Trading Co New jsmith acme com all a A Figure 29 Using Quick Search This concludes the walkthrough You can keep the created Lead for use in later walkthroughs if you wish and by all means add some more rs User Manual v1 8 7 Page 34 of 149 target360 2 3 Marketing Lists 2 3 1 Marketing List Creation Marketing Lists are managed through target360 via the Marketing Lists button on the Application navigation pane as shown below AM Microsoft Dynamics CRM Charts Customize D Create Quick Copy Marketing Campaign List View Marketing Lists 9 a Activate New Edit fx gt Export to Excel Y Filter jal Share O Ha Copya Link Assign aw Run Import a E mail a Link Reporty Data A 5 Deactivate X Delete Add to Campaign Actions Collaborate David Small target560dev Sign Out it Advanced Find Records target360 ft GR Marketing Lists My Active Marketing Lists v m 4 Alert System E Name Type Member Type Last Used On Purpose Alerts 4 Reporting RF Dashboards Reports Z Offline Activit
115. tivate al E mail a Link w Y Filter Edit Run Import Advanced X Delete Reporty Data Find Records Collaborate Data settings360 ft R7 Form Capture Configurations Active Form Capture Configurations v xe 4 Email Campaign E Name Created On L amp Solution Configs Fl formo 01 10 2012 08 48 amp Email Configs a Targeted Email Errors 4 Web Analytics a Lead Score Configuratio amp Digital Routes _ Form Capture Configura 4 Administration _ Visit End amp Overnight Scores amp Error Logs a Send Campaigns 4 Dynamics ng Imports 4 Offline Activity _ Offline Activity Types HEY ayq mapa 07 B19Y YD Bo 1 1 of 1 0 selected KH 4 Pagel gt All A B Ww xX Y zZ Figure 13 The Form Capture Configuration Grid Once set up target360 will automatically handle the process of converting anonymous visitors into leads which can then be contacted and qualified by your sales team Target360 can also be set up to send alerts to teams and users of the system when new leads are created You can also combine this functionality with your own Dynamics CRM Workflows in order to nurture leads over time pi User Manual v1 8 7 Page 20 of 149 target360 1 5 How do I set up Web Tracking 1 5 1 Installing a target360 Tracking Code Installing target360 on your website involves inserting a small piece of code in the footer of each page from which you wish to track or capture form fills The benefit o
116. tus and Estimated Revenue by Opportunity Owner Page Views An analysis of visits to your web site allowing you to determine which of your web pages are popular as well as which pages visitors use to land and leave your web site Return on Investment ROI Time and Number of Visits per Site An analysis of the number of seconds the number of pages seen and the total number of distinct visits to your web site broken down by date and hour Top Leads An analysis of high scoring Leads per Owner per Date Top Leads Not Contacted Visit Lead Comparison A comparison of Total Visitors with Known Visitors split into new and return visits Visit Lead Summary Daily An analysis of visits by known Leads over a date range that Visit Lead Summary Weekly you specify Visit Lead Summary Monthly Visits and Leads Generated An analysis of visits showing the volume of new Visitors Files Downloaded and Visiting Leads a P User Manual v1 8 7 Page 95 of 149 target360 Visits by Marketing Campaign An analysis of visits broken down by Campaign Digital Route and Campaign Activity Visits by Referring Page An analysis of web site visits showing unique visits against the referring page the URL of the page preceding the visit Web Traffic Peak Times The Web Traffic Peak Times Report provides a view of the peak hour of visits for each day in the reporting period that you have specified target3 60 User Manual v1 8 7 P
117. ty Types lt a A rr o rr fa 7 o rr AX target360 settings360 t J l 1 3 of 3 0 selected KH 4 Pagel gt EE Settings Al A B Figure 37 The Email Config Grid 2 Click on the New button on the Ribbon target360 User Manual v1 8 7 Page 45 of 149 3 Enter the mandatory Email Config record details GI EE EE target360dev A Ail Microsoft Dynamics CRM Email Config Customize rE Save amp New 7 X Delete D raj E mail a Link Save amp Assign Run Close Report Tz Copy a Link Save Collaborate Data Email Config Email Configs New v General Name Walkthrough A Audit History 3 bu Email Activities From Name My Company po From Address info mycompany com Reply To address On Behalf of Name On Behalf of Address Status Figure 38 Email Config Form 4 Click on the Save or Save amp Close button on the Ribbon to add the record to target360 il ees Save Save amp Close This concludes the walkthrough Bs User Manual v1 8 7 Page 46 of 149 target360 2 5 Campaigns Everything within target360 revolves around the creation and execution of campaigns Campaigns are used to track all your activities as well as the budgets and costs associated with them The first stage of this process is to create a campaign y N 3 l gt i https target360dev186 crm4 dynamics com main asp O X
118. ue for all campaign activities that act as Activity sub campaigns target3 60 User Manual v1 8 7 Page 91 of 149 6 1 9 Visitor Analysis Dashboards 9 Visit Analysis Microsoft Dynamics CRM Windows Internet Explorer SEE Go F E https redspiredemo crm4 dynamics com main aspx skipnotification true amp updatetimezone true 4 x 2 7 File Edit View Favorites Tools Help x Google v F Search More gt gt o B tust A x Share Browser WebEx Ww Favorites B Ee Suggested Sites Homepage Download Windows Live Today on MSN Cars Entertainment y Money gt News gt Video Web Slice Gallery maps kan Dashboards 9 Visit Analysis Microsoft Dynamics CRM a X7 E y Pager Safety Tools v e Ail Microsoft Dynamics CRM Stuart Stevenson Redspire Demo be File Dashboards Sign Out ca A EA eX Ees B ga A Save New Edit Delete Set As Share Assign Refresh Advanced As Default Dashboard All Find Dashboard Management Action Query target360 f GR Dashboard 9 Visit Analysis 4 Alert System Alerts Visits by Day Visits by Week 4 Reporting Visits This Week Visits This Month 3 Dashboards E Reports 4 My Work Z Activities 3 Accounts 84 Contacts gy Leads GH Opportunities Week Sof Week 7 of 4 Campaigns Week 6 of Week 8 of E Campaigns Day Visit Date Week Visit Date
119. ur message was sent successfully Thanks target360 User Manual v1 8 7 Page 27 of 149 15 Once you have submitted the form in a few minutes you will see a new lead has been created with the details you have just entered in your form To access this button click on target360 and look under the My Work menu heading AF Dashboards E Reports 4 My Work A Activities Lg Offline Activities 2 Accounts E Contacts en Leads er Opportunities 4 Campaigns E Campaigns 7 Marketing Lists b Email Activities 4 Digital Activities 4 Analytics amp Visitors Visits Figure 23 The Lead button within the Navigation Pane Iam interested in learning more ab David Small New 16 12 2011 12 17 Figure 24 The resulting Test Lead record within target360 E amp Steven Kirk This concludes the walkthrough User Manual v1 8 7 Page 28 of 149 target3 60 2 Email Marketing Marketing Marketing is defined as a process by which an organization creates the communications and mechanisms to convince customers to purchase their products and or services Marketing typically uses numerous communications routes such as email digital Facebook LinkedIn etc and phone calls These activities are typically grouped together into a campaign which encapsulates a focused effort to attract business to a specific product or perhaps even reconnect with established customers Marketing Lists At the heart of this pro
120. v1 8 7 Page 133 of 149 7 21Web Traffic Peak Times 7 21 1 Purpose The Web Traffic Peak Times Report provides a view of the peak hour of visits for each day in the reporting period as specified by you Currently a Peak Hour of OO Midnight is shown if there are no hits This is based on data stored within CRM and can t be handled at the Report level We should investigate potentially removing these misleading values 7 21 2 Tables 21 02 2012 Of 06 21 02 2012 15 16 21 02 2012 Of 06 21 02 2012 15 16 22102 2012 10 11 22 02 2012 10 11 23 02 2012 00 01 23 02 2012 16 17 2302 2012 00 01 24 02 2012 03 04 25 02 2012 09 10 26 02 2012 01 02 Figure 106 Sample Web Traffic Peak Times Report Description Column The day on which the web site visits occurred Peak Hour The most popular hour for each day in the reporting period Peak Hour is reported in the form 15 16 this example would provide a peak hour between 3pm and 4pm rs User Manual v1 8 7 Page 134 of 149 target360 7 21 3 Charts Peak Times Chart The Peak Times Chart shows a summary line graph with the reporting period along the X axis and the hour along the Y axis Note that the chart does not drop back to zero for days with no visits If such a day occurs between two days with visits a line will be drawn directly between the two non zero points in the graph Peak Times 20 Hour of Day ie 21
121. vent No Proposed 05 11 2012 10 23 Figure 44 Using Quick Search This concludes the walkthrough You can keep the Campaign record for use in later Walkthroughs if you wish The next step would be to create a Campaign Activity target3 60 User Manual v1 8 7 Page 51 of 149 2 6 Email Activities Email Activities are managed in target360 from within a Campaign record They are also directly available from the main navigation menu if you prefer gt i https target360dev186 crm4 dynamics com main aspx GX di4 Email Activities Active Ema X 4d Microsoft Dynamics CRM David Small target360dev Email Activities View Charts Customize Sign Out 7 Activate 5a Share TG fx gt Export to Excel j x Deactivate vO Ha Copya Link Y Filter Edit Assign _ Run Import Advanced X Delete a E mail a Link Reporty Data Find Records Collaborate Data target360 GR Email Activities Active Email Activities Search for records 4 Alert System E Campaign Subject Progress Deliveries wi Alerts FEI Campaign mGears Test Campaign Sent Successfully 150 4 Reporting b Campaign MGears Test 2 Campaign Sent Successfully 100 RFI Dashboards F Reports D Campaign ASYNC TEST Campaign Sent Successfully 1 Eba Campaign Async Test DEV Processing Send Campaign Ebs Campaign Async Test DEV 2 L Activities Ebd Campaign Azure Test Campaign Sent Successfully Z Offline Activitie
122. x target360 1 8 7 Contents MOTT SO Ss a E E stenoses faeces outs oncntattoganea E T E A E O E 1 VOO E O Veee E E EA E E E E A E 3 COT O aa E E E T E E 4 VO EGY n e p P E E E E EE arcs AE E A E E E E A E A 5 More MeD aeriene e A E E E AET A E 7 PUAN COV al EGO sezen E E A E E A 8 ale AEs iS IPA CS E E E E E A E AEA A A E E 9 Sig OCI TOSCO CSS A E A sien E E A A E T A E A E NT 15 t WED AN AIVUGS oooriosrron i rnor N TEE EE EEE EENE EE E LO 1 1 WU TEAN T I 2 aa E E E EE EEE E 17 1 2 Ee i EE E A A A A E E cence de ate ce E E E orate A NT 18 1 3 MUSES ses ecareasouacnnae vaetnedaa oeaaauen E A E 19 1 4 SEDANE T A EE EE E E EE E EE 44 ap ons E E PAE ET 20 1 5 POW OSCE up Web TraCkine l crrsmeironienir ises rn ian aA E N OR 21 2 Email Marketing sesessesesessesecseossscseseososesecsossseseceossseseoeseososesessssssesesessess 29 2 1 What 1S Email Marketing 2 sissccssertancsnssaancnanedadennwsarsiunnsianaaeencannannddadeeandesnebdsidaceiehseisnsnebadensdendiesaakesiesuabeds 30 2 2 HS OS crate gate ete E E taacaracue E A A E E E AE E P A TA 31 2 3 a STUN SENS E EEA AEI EA EAN N E A A E E E 35 2 4 Fral CONES Ul AU ON serron r E iaaa 42 2 5 CA I IS aa a E E esa seats cea 47 2 6 AEE E E A O E ET EEO E 52 3 Social Media Management amp Tracking ccccsscsscsscescescescsscsscescsscsscsses OF 3 1 What is Social Media Management amp Tracking cccceccssccssccecceccescceecceuecseccseeeseseeeeeueeeueeeeseenaes 65 3 2
123. you wish At the bottom of the form you will see the total number of Campaigns which have been added to target360 target3 60 User Manual v1 8 7 Page 77 of 149 4 1 2 Events that can be Scored The Lead Score Configuration options available are as follows Route to Site Email Where a lead is created via an Email Activity the points attributed here will be added to the Lead s Score Route to Site Digital Where a lead is created via an Digital Activity the points attributed here will be added to the Lead s Score Where a Lead has chatted with you via the target360 chat mechanism the points attributed here will be added to the Lead s Score The score will increase but the point in this field for every chat Phone Call Incoming When you receive a phone call from a Lead and store that in CRM as a Phone Call activity the points attributed here will be added to the Lead s Score The score will increase by the amount in this field for every Phone Call activity Phone Call Outgoing When you phone a Lead and store record that event in CRM as a Phone Call activity the points attributed here will be added to the Lead s Score The score will increase by the amount in this field for every Phone Call activity Form Capture Every time the Lead fills in a form on your web site their score will be increased by the amount in this field Email Sent When a Lead receives an email as sent from an Email Activity the points attri
124. z Mike Laurence Katy Laxson Ashlee Anderson Baal Jessie Lightle Lilia Williams Lewis McCowel Jeanie Starkes IF OBE Max Carew IC Company Name Topic Print Design Interested in Marketing Automation target360 TFMA London Bancon Enquiry regarding your CRM system Greens CRM Enquiry Direct Leisure Connector CRM Enquiry Redwalk CRM Enquiry Cicki CRM Enquiry Fancymethod CRM Enquiry Harbour Motors Im looking for a client contact mana Concept Solutions Clean Easy Dominate Williams Enterpr Black amp Red Co Brandon Hire Ascot Studios Can i be forwarded in further inform Could I be given more information re CRM Enquiry Can I have further information regar Can I be forwarded on information in CRM Enquiry Can I please be forwarded informatio Figure 59 An example of the Lead Grid Lead Status Investigating New New Status Reas Created On Score w 20 11 2012 12 04 100 05 09 2012 13 18 27 23 11 2012 10 03 19 14 12 2012 14 41 18 01 10 2012 08 54 16 10 12 2012 10 31 16 18 12 2012 12 29 16 22 01 2013 16 27 15 22 01 2013 15 42 13 01 10 2012 09 12 13 19 11 2012 10 33 13 23 11 2012 12 07 12 11 12 2012 08 57 12 23 11 2012 10 17 11 20 12 2012 08 51 11 14 12 2012 10 47 11 04 01 2013 09 11 11 You can reorder the grid and also filter the grid using the standard Excel functionality for example filter by Scores greater than or equal to 15 etc When you op

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