When your calendar Task comes up on 25 October -
Go to backend Contact CRM | Contacts - Check all Contacts you want to send information about A Gift from Santa to (select categories, eg Things to Do, restaurants, cafes, shopping categories) and add "A Gift from Santa" tag
Set up a spreadsheet for this Feature - you’ll use this to record all stats and other important info - also you’ll use this to collate a final report at the end
Send out first email to contacts
Check Automation - update - make notes here
• Set up and Insightly Project just for this particular Feature
• Set up an Insightly tag for participants just for this Feature
• Set up your initial emails as follows -
o First to relevant Feature clients and past participant Leads (eg those who have advertised in this Feature before)
o Schedule for 24 hours later to all other Leads
• Then for 24 hours after second email schedule in a FB post to all local businesses and schedule in a newsletter to local business contacts
• Check the Activity Set has a Task set for 7 days later for follow ups
In the meantime, as each advertiser responds -
• Change spot allocated in on site Feature page to a booked spot image with the client name listed
• Check if they are an Insightly Lead or Contact - if a Contact just add in specific project tag and note Feature. If a Lead convert to a Contact with relevant advertising dates and add the specific project tag
• Add Client tag in Insightly
• Add a link to the Contact in the Project
• Add new contact details into project spreadsheet
• Create an advert in Canva (if doing design) - 500 px wide x 350 px high
• Send to client for approval and check and to get their description if specific
• Note to follow up in say 3 days
Once got client approval -
• Replace the booked image on site with their new image and description
• Schedule a minimum 1st post into Hootsuite
• Add an Insightly Task for 10 days after Feature start date to check on track with their promotions