Connect user manual

1
Connect user manual

• A step by step guide to creating your first
  campaign

2
Contents

1. Register, set up and send a campaign
2. Reporting campaign statistics and analysis
3. Contact us and help

3
Connect process flow

• Home page
• www.pruprotectconnect.co.uk
• Create an account

4
Connect process flow
User Task 1-3 Register, Set up send a campaign

• Create an account
• Enter details
• Create a password
• Read and accept TCs
• Select create account

5
Connect process flow

• Sign in
• The sign in box will appear immediately after an
  account has been created click Sign in

6
Connect process flow
User Task 1-3 Register, Set up send a campaign

• Dashboard
• You can create a campaign immediately after
  signing up

7
Connect process flow

• Define the campaign
• and sender
• You can view all available
• templates in our literature
• And tools here under
• Connect email templates
• Campaign name
• Subject line
• Email address of IFA

8
Connect process flow

• Choose a template
• Select one of the pre-designed email templates

9
Connect process flow

• Personalise with
• your logo
• Click Edit
• Select file to be uploaded and save changes
• N.B
• The recipient will be defaulted
• to Dear Customer if no names
• are added with the email
• addresses

10
Connect process flow

• Add call to action
• (sign off/closing)
• Click Edit (and for 3)
• Add call to action (e.g. if you would like to
  know more please contact me on 07)
• Closing (e.g. kind regards) and company footer
  details (information such as FSA number and legal
  information)

11
Connect process flow

• Preview email
• Preview to see how your email will look

12
Connect process flow

• Define recipients
• Add email addresses

13
Connect process flow

• Add client/prospect list
• Connect guidance on importing email addresses
• Input email addresses manually or
• Import a list of addresses (excel or CSV file)

14
Connect process flow

• Test your campaign
• Add a test email address to preview the email
  this will send you an email of what your attended
  recipient will receive
• (NB this will not send the campaign just a test
  email to your selected email address)

NB If test is saying undeliverable, send the
test to a different email address see notes
(different To and From)
15
Connect process flow

• Send campaign
• Deliver campaign immediately just add the email
  address you would like confirmation of delivery
  sending to
• Schedule delivery select specific time and date
  and add confirmation email address
• Click Send now or Schedule delivery
  (depending on above selection)

16
Connect process flow

• Reporting - immediately after campaign has been
  sent
• Campaign report
• View live stats
• View on iPhone by opening link on Mobile

17
Reporting
18
Connect reporting

• PruProtect Connect
• Home page
• Sign in to Connect

19
Connect reporting

• Connect dashboard
• Campaign drafts
• Sent campaigns (click to view report)

20
Connect reporting

• Campaign report
• A snap shot of the latest campaign results, here
  you can
• Export report to Excel
• View campaign statistics
• Review various campaign reports (more details)

21
Connect reporting

• Mobile campaign report iPhone
• Click on confirmation email in inbox (loading
  screen appears)
• Select Campaign
• See live campaign overview

NBIf mobile version does not appear, you can add
icon to home screen by clicking redirect
button at the bottom of the screen and selecting
add to home screen
22
Contact us and help
23
Connect Contact us and help

• Contact us
• Home page
• Select the Contact us tab at the top where you
  will find our contact details for any questions
  or queries
• Send us any feedback you have on our templates
  if you have any new topics you would like us to
  look at next

24
Connect Contact us and help

• Help page (tab circled)
• provides useful help with your campaigns (enter a
  query)
• Get in touch If there is something you cant
  find then you can get in touch with us

25

• Thank you