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GETTING TO THE MYDRIPMARKET DASHBOARD
MyProspectorLITE includes your client communication tool,
MyDripMarket™ that emails messages to your clients at your selected
intervals, based on when the client subscribed to your drip marketing.
MyDripMarket messages can be in either Text or HTML and can include an
attachment and images. You can also include your logo in the email messages
if you have uploaded
your logo through
MyAccount.
MyDripMarket messages can be personalized according to the information
you provided setting up your account in MyAccount.
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You can get to the MyDripMarket
Dashboard, the main navigation page for MyDripMarket, by clicking MyDripMarket
in the top Main Menu or MyDripMarket as shown above, from the
Main
Dashboard menu (the Home page).
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MYDRIPMARKET DASHBOARD
The image on the left shows the MyDripMarket Dashboard page. This
is where you will tell MyProspectorLITE what you want to do. The
options you have on this page are to view and send the scheduled campaigns,
create a campaign, edit and test a campaign, or administrate your drip
market client database.
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For this Quick Guide, we will
start out by creating a new campaign. We do this by clicking the "Go"
button next to "Create a new drip marketing campaign" as shown above.
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CREATING A DRIP MARKET CAMPAIGN
When you select "Create a new drip marketing campaign" from the MyDripMarket
Dashboard, you are immediately brought to the Drip Market Create Campaign
page.
This is where you will define your campaigns. MyProspectorLITE FREE
users can define up to three campaigns. Premium users do not have a restriction
on the number of campaigns they can create.
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SCHEDULING THE CAMPAIGN
The first thing you will need to decide is when to run the campaign you
are creating. Campaigns can be created to run the day a client is subscribed to
your MyDripMarket or from 1 to 365 days (one year) after signup.
It is important to note that when your campaign will run for
your clients is determined by each particular client's subscribed
date. This means that your campaign is not just one of several
campaigns in a sequence that are sent to everyone all at once.
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One of the big advantages of
MyDripMarket is that you can design your campaigns to be time driven
instead of just
a generic
message. For successful campaigns you should design your messages around
when they will be sent to your client.
In the example above we are going to create a campaign that will be sent
the day after a client is subscribed. We do this by selecting "1 day
after signup" from the drop down box as shown above.
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DESCRIPTION
Next you will need to give this campaign a name that indicates the purpose
of the campaign.
This description is not sent to your clients in the campaign, but it is
used by MyProspectorLITE in listing your defined campaigns. You will select
your defined campaigns based on the name you give the campaign here.
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MyDripMarket allows you to select whether
or not you want to include your logo on your campaign emails.
If you have not uploaded your logo
through MyAccount yet, you should answer
this as "No".
If you have uploaded your logo to MyProspectorLITE, then you can answer
this as "Yes" if you want to include MyDripMarket to add your logo to
the top of the email automatically. |
Whether you plan on creating your campaign in HTML or are just creating
a text-only campaign you can include your logo. If you plan on creating
your campaign in HTML that already has your logo or other graphics, you
can set "Include HTML Header" to "No" so your logo will not be added
to the message.
CREATING THE BODY OF YOUR CAMPAIGN
The "Main Body of Email" is where you create the message your client
will see when this campaign is sent. The Main Body can be in HTML format
or just text. In either case you will need to end each paragraph with
a "<br>" code (see example in the Main Body text box below). This <br>
symbol represents pressing the "Enter" key on your keyboard in a text
editor.
You can also include any valid HTML tags in the Main Body of your campaign.
If you are using a separate program to create HTML that supports Windows
"Cut & Paste", you can use the "Copy" command to copy the HTML code and
then use the standard windows Paste commands (Alt-V) to paste the code
into the Main Body box in MyDripMarket.
This is probably a good time to note that the MyProspectorLITE Support
Department does not offer free HTML instruction. If you would like a
campaign created for you, please contact MyProspectorLITE sales at info@myprospectorlite.com.
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Also note that you are able to
test your campaigns prior to sending them to customers. In the example
above we entered a simple text followup message to our client thanking
them for their interest in securing a mortgage. Remember, this campaign
is being designed to be sent to clients the day after they are subscribed
to the system.
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SUBJECT
The email campaign will need a Subject for the message. The "Subject" box
is where you enter what you would like the email subject to read.
We suggest that you avoid using all capital letters and avoid using
words like "mortgage" or "free" in the email subject line. Many people
are now using spam-blockers which keep messages from getting to recipients
based on certain words and formats. You may want to recommend to
your client that they add you to their Safe-Sender list if they are
using spam blockers.
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SIGNATURE
The signature is how your email
message will end, usually with your name, title, and company information.
MyDripMarket will create a default email signature for you based on the
information
you provided in MyAccount.
You can modify your signature any way you like. You can use HTML code in
the signature box and will need to enter "<br>" wherever you want a new
line (like hitting [Enter] on your keyboard).
If you do not want a signature, for example if your entire message is in
the Main Body as HTML, delete the contents of the signature box and leave
it blank.
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DELETING A CAMPAIGN
Campaigns can't really be deleted, but they can be made "InActive". If
you no longer want to send a certain campaign, change the "Campaign Type"
to be an "InActive Campaign". This removes the campaign from being sent.
If you want to add a campaign at a later date, just edit the InActive Campaign
with the changes you want for the new campaign and set the Campaign type
to "Email Campaign" to reactivate it.
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SAVING THE NEW CAMPAIGN
Now that all the information is entered to create the campaign, scroll
to the bottom and click the "Create" button.
If you want to include attachment or need to upload images to go along
with the campaign, you will need to do that after the campaign has been
created. Once the campaign has been created, it can be viewed,
edited, and
have an attachment and images associated with it. |
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BUILDING HTML CAMPAIGNS
You can build professional looking HTML campaigns with MyDripMarket,
even without knowing the HTML markup language.
MyDripMarket includes MyMessageBuilder™, a message building feature
that allows you to create your campaign by just typing in text and selecting
images. And MyDriparket saves your entries, so you can Preview and edit
your campaigns anytime.
To begin building a campaign, click the "Launch MyMessageBuilder" button
located under the Body or Email text box as shown on the left. |
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A new window will launch. This window is where you will create your HTML
message.
Let's start from the top and work our way down. The first thing you
can control is how wide to make your message. The default is 500 pixels. You
can make your message any width you want, but we recommend you keep the
width less than 750 pixels for easier reading in an email message.
You will notice that underneath the Message Width field there is a box
with borders. This is a table and the layout is how your email message
will be formatted. The first "row" in this box is your logo
(our MMH logo is shown in this example). You can choose whether or not
you want a logo row at the top of your message
or not. You can also choose the location of the logo, either left, right,
or in the center.
You will only see your logo if you have uploaded
it through MyAccount.
If you have not uploaded your logo, you will not see your logo here or
in
the
message
you send to your clients. |
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Enter the title of your email.
What you enter for text here will be written in the message in the color
you choose for "Title Text Color". The background of this row will be in
whatever color you select for "Title Background Color".
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You select the colors by clicking the color grid circled in the image to
the left.
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Simply click on the colored
square you want to select. You can see the color you have the mouse over
in the big square at the top.
Once you click a box, the color selection box goes away and you are
returned to the MyMessageBuilder page.
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The color you selected is returned to MyMessageuilder in hexadecimal
format.
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If you don't know what hexadecimal is,
it doesn't matter. You don't need to know! (If you want to know you can
click the link above)
Repeat the same color selection procedure for the background color.
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The next row in MyMessageBuilder has two columns and allows you to add
images, headers, and text.
You do NOT have to fill out each field! If you only want one picture
for example, select the side where you want the picture and Upload
the image there while leaving the other one blank. MyMessageBuilder
will ignore any field you leave blank. In fact, lets say you
don't want this two column row at all. Just leave everything blank!
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For this guide we will go over filling
out the left side. The right side works exactly the same way.
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Uploading an Image is much easier with MyMessageBuilder. You do NOT need
to manually add any HTML to your message. Just select the file, upload
it, and click done. Just follow the 3 steps.
Click the "Upload Image" button and the window shown on the left will
appear (the window has been resized for clarity). This window has the
first two Steps in this process.
What you are going to do is first click the "Browse..." button and navigate
to the file you want. If you are unfamiliar with how to navigate around
your computer to select files, you can search for more information by clicking
here.
Once you have selected the image file you want, go to Step 2 and click
"Upload Image". There may be a delay when you click "Upload Image".
Please do not close the window, the file is uploading to the server.
You will be notified when the upload is complete.
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When the image is done being uploaded, the window you see on the left
will appear. It should say UPLOAD SUCCESSFUL. If it does not, a message
will appear telling you what the problem was.
The most common errors
are trying to upload files that are too large or a format that is
not supported. Image files must be less than 500K and be either GIF,
BMP, JPG or PNG format.
You can upload the same file more than once but be cautious of using
the same filename as a previously uploaded file you may still want
to use. Files with the same name overwrite the existing file.
Just click "Done" to complete the file upload. Your image is now
ready to be used.
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This is a good time to note that you do not need to upload a file gain
if it has already been uploaded. You can simply type the name of the
image file in the Image text box. Make sure you type the name correctly,
MyDripMarket does not check to make sure your image exists and if it
doesn't the message will be viewed with no image.
If you are unsure of the image file name, you can always upload the
file again. This will ensure that the file name is correct.
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Next, we may want a Heading to our paragraph. In this example our message
is going to include an image of the LO with contact information underneath.
The Heading text will be bold, so we will put the LO Name, in this
example "Your Name", as the Heading.
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Now we will put in the text. Just type in the text how you
want it to look in your message. MyMessageBuilder will take care of
all the HTML later.
In this example we are putting the LO's contact information. So we
just type it as we want to see it (WYSIWYG).
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All we have left for this box is the text alignment. This tells MyMessageBuilder
how to align the text for this box. Center will format all the text
to be in the center. Left will push everything to the left with the
right side of the text staggered. Right pushes everything to the
right.
Justified will align stretch the text to both the left and the right
so neither side is staggered. Where the text is not long enough to
reach both sides, the text will be pushed to the left.
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Now repeat everything for the right side. In our example we are only going
to have "justified" aligned text with no image or heading.
If we had wanted an image and heading on this side, we would just follow
the exact same steps that we did for the left side.
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The next row is a full width row that should contain your main message.
Of course you could just leave everything blank if you only wanted
the two split rows we defined above.
In this example we are going to put a brief message that will be aligned
as Justified. We simply type in the Heading, which will be in a bold
text, followed by entering the message text in the Text box. We also
selected "Justified" as the text Alignment.
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We can also include a bottom closing caption that will be the same text
and background as was selected for the Title box.
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The bottom row is another logo
row. You can choose to include this row or not include it. As with the
top logo,
you can also define where you want the logo located. You will see your
logo as uploaded through MyAccount. If you have not uploaded your logo,
you will not see your logo here or in the message you send to your clients.
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Underneath the definition boxes there is an area labeled "Automatic Links".
This is a very important feature of MyMessageBuilder.
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Most likely you will want to include some links in your message to direct
your customer to your website or so they can email you easily. MyMessageBuilder
includes two automated website links and one automated email link.
The way this works is that everytime MyMessageBuilder finds your
"words" to be converted to a link, it automatically adds a link to
those words. You don't have to do a thing other than type the words
in your message.
The first website link is defaulted for you to be your website as
defined in MyAccount.
You can chage this default to anything you like. We just thought
we would get you started!
The second website link is left blank. A common use for the second
website link is to create a specific link for the words "Click Here".
This would be to send a client to a specific area of your website
that discusses the theme of your message. You will need to know the
exact address of the webpage. We find the easiest way to do this
is to open a web browser and navigate to the page. Copy the web address
from the address bar in your browser and paste it into the appropriate
link box.
The last, or third, line of this area is to create a link from an
email address. We default this to be your email address as you entered
it in MyProspectorLITE.com.
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The next series of buttons finalize
the MyMessageBuilder process. Once you complete all the previous steps
click the "Generate HTML" first. This will take all the information you
entered and create the HTML code for you. The resulting HTML code will
be shown in the HTML box as shown above.
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After generating the HTML code,
we strongly recommend that you Preview the results by clicking the "Preview"
button. This allows you to see what the message will look like and make
any final adjustments before continuing. The Preview button launches
a new window with your HTML message (see below).
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When you are done with the Preview,
click the link to close the window or just close the window as you normally
close your windows. You should make your adjustments to your message and
click Preview again until your message is exactly as you want it.
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When everything is as you want
it, click "Transfer to MyDripMarket". This will copy your message directly
to the "Main Body of Email" box for you, as well as save your MyMessageBuilder
entries. You can go back to MyMessageBuilder anytime to edit your message
and make adjustments.
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EDITING A CAMPAIGN
Your MyDripMarket campaigns can be edited from the MyDripMarket Dashboard.
You will be able to make modifications, view the campaign, and test the
campaign from this area.
If you want to add an attachment or upload images to go with the campaign,
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When you click "Go" for "Edit and Test..."from
the MyDripMarket Dashboard page you will be brought to a page listing
your Active and Inactive campaigns.
To edit a campaign, click the Description link of the campaign you want
to edit as shown to the left.
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MODIFY CAMPAIGN
Once you click the description link in the Edit Campaign list you are
brought back to the Create Campaign page with all the information on
that campaign in each of the fields.
You can make any changes you want to the text or selections to modify
the campaign.
You also have two new buttons, "Attachment" and "Email Images". These
buttons are to upload either an attachment or images that will be used
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UPLOAD ATTACHMENT
MyDripMarket allows one attachment per campaign to be sent with a message.
Click the "Attachment" button to launch the attachment selection window. |
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Click "Browse..." to navigate through your computer to find the file you
would like to send out to your clients as an attachment with this campaign.
If you are unfamiliar with how to navigate around your computer to
select files, you can search for more information by clicking
here.
After you have selected the file you want to make an attachment, click
the "Upload Attachment" button.
You will need to wait a few moments after clicking the Upload Attachment
button for the file to upload to MyProspectorLITE.com. You will be
notified when the upload is complete.
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After uploading an attachment,
the Upload Successful message will appear along the top as shown to the
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DELETING AN ATTACHMENT
Once an Attachment has been uploaded the only option you have from the
"Attachments" window is to delete an attachment.
Now, when editing a campaign and clicking the "Attachments" button you
no longer have the "Browse.." or "Upload Attachment" buttons. They have
been replaced with the current attachment name and a "Delete" button.
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Click the "Delete" button
to delete the attachment from the campaign, then close the window.
Now you can upload a new attachment from the "Attachments" button
on the Edit Campaign page or send the campaign without an attachment.
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UPLOADING IMAGES
Uploading images to MyProspectorLITE is an Advanced feature of MyDripMarket.
It is not the intent of this Quick Start Guide to teach HTML and IMG tags.
This guide instead will provide a quick overview.
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From the Edit Campaign page, click
Email Images to open the Upload Image window. Use the "Browse.." button
to locate the image you want to upload and use in your campaign. Once
you select an image, click "Upload Image" to upload the image to MyProspectorLITE.com.
You can only upload JPG, GIF and BMP images to use in your campaigns,
and the filesize must be less than 500K for each image.

The message shown above in the Upload Image dialog is very important
and you will need to make a note of it. This is the line of code you
will need to use in your HTML file for the image. There will be a different
number where "0" is shown above and you will need to replace "filename"
with the name of the image you uploaded. |
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Once you click the Upload button
the file is uploaded to MyProspectorLITE.com and is ready to use. The
window will change to the window you see above once the file has been
uploaded. Use the Close Window button to close the window.
There is no Delete button to delete an image from your campaign. To remove
an image from your campaign you simply edit it out of your HTML
code.
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TESTING YOUR CAMPAIGN
You should always test your campaign before sending it out to your clients.
MyDripMarket includes a test feature that will email your campaign message
only to your email address.
Testing a campaign lets you take a look at your message exactly as your
clients will see it. If needed, you can edit the campaign so it goes out
just as you want it to or, once you are satisfied that all is as it should
be, leave it as an active campaign.
To test a campaign, click the "Go" button next to "Edit and Test your drip
market campaigns". |
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You are
brought to a page that lists all your Active and InActive campaigns.
To Test your campaign, client the "Test" link next to the campaign you
want to test.
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Once you click the "Test" link the test campaign
is emailed to your email address. You are notified in a message (see left)
that the Test Email was sent and the email address it was sent to. |
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THE TEST MESSAGE
The test message is sent to your email address just as the client will
receive it. In our example we included our logo (we used our own MyMortgageHost.com
logo for this example) and a simple text message.
The email is CANN-SPAM compliant so it includes a link for the recipient
to unsubscribe if they wish to as well as our identity and postal address
per the CANN-SPAM guidelines.
And, the unsubscribe link is automated, so you don't have to worry about
removing the unsubscribes from your list. We take care of that for you!
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SUBSCRIBING CLIENTS
You clients must be subscribed to receive your MyDripMarket messages.
You will need to edit your client from the MyClient area on MyProspectorLITE.
The date you set to start the drip campaign is the date the scheduler starts
at.
For
example,
if
your
campaign
is scheduled
to
run "3
days after signup",
the campaign will be targeted to run 3 days after the "Start Drip
Campaign on" date.
This means you can create your campaigns around when they will be sent
to your client (like "Happy 6 Months Anniversary!") since each
client will receive the message according to their own individual starting
date.
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To subscribe your client you will
need to edit their record and set their "Drip Marketing Status" to
Subscribed. Then you need to send the "Start Drip Campaign on" date.
We've provided a "Today" button that will put today's date
in the box automatically for you.
This is a good time to note that you can subscribe both the borrower and co-borrower separately, if there is a co-borrower on this client's record.
Once you have set the Drip Marketing status, make sure to "Save" the record.
You can also go back and either restart a client in your drip marketing system
or unsubscribe them by changing either the status or start date.
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SENDING MYDRIPMARKET CAMPAIGNS
When you first log in to MyProspectorLITE, or visit the Home Page,
you are notified right in the Dashboard (see left) when you have clients
in your MyDripMarket campaigns to send.
When you see this message go to the MyDripMarket Dashboard to view today's
currently scheduled campaigns.
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VIEW AND SEND
From the MyDripMarket Dashboard click "Go" next to "View today's
scheduled drip campaigns". You will both view your scheduled campaigns
and send them from this area.
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The page for viewing the currently scheduled
drip campaigns will display all of the currently scheduled campaigns as
well as a list of the email addresses that the campaign will be sent
to.
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In the example above we only have
one campaign and one recipient. If there were more recipients and more
campaigns. each would be shown with a button to send each campaign separately.
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The drip market campaign is sent as soon
as you click the "Send" button for the campaign. You are notified that
the campaign was sent in a message and the button changes to read that
that campaign was already sent. |
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When you go to the MyProspectorLITE Home Page after all your MyDripMarket
Campaigns have been sent, the message that you have campaigns to send
will no longer be displayed.
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Copyright 2006 AClient Software Systems
All Rights Reserved |