This tutorial will look at creating a Playbook. Go to the navigation menu on the left side or top of the page, and click on Playbooks - Add Playbook. The Playbook template includes the following sections: Title - once your audience is defined, your campaign title has to be written keeping the audience in mind. The most effective campaign titles are short, crisp, include emojis, and a compelling reason for the user to click your email. Description - write a short description of the playbook, so the reader understands what it is about without going into too much detail. Best practices - include the list of best practices. Select Playbook Category and Verticals. Add a cover image. Select the Landing page. Create the Campaign Content. !To learn more, go to the Create Campaign tutorial! In this tutorial, you have learned how to create a playbook. Thank you for being with us!

Get your first email campaign started by choosing a playbook in the Playbook Library that meets your business needs. Go to the navigation menu on the left side or top of the page, and click on Playbooks - Playbook Library. Filtering Parameters You can filter the Library by Categories and Verticals. How to Manage a Playbook You can either use the filtering parameters or scroll through playbooks to find a needed one. Each playbook has an info icon, which displays a short description of a playbook. If the description has picked interest in you, you can view it by pressing on View. A Campaign usually has a sequence of emails. To view the emails, click on the Sequence button. If you decide to use this playbook, you can click on the blue button Use Playbook from the Sequence page. Likewise, you can use a playbook by clicking on the Use button on the playbook card. By clicking on the Use button, a Create Campaign window will appear with a prefilled Campaign Name. But you can change the name of it. After clicking on Save, the campaign is added to the Campaigns List. Here you can edit or manage the campaign. !To learn more, go to the Manage Campaigns tutorial! In this tutorial, you have learned how you can select and use a playbook to be your first email campaign. Thank you for being with us!

This tutorial will look at configuring the outreach rule for different communication channels. The channels include but are not limited to LinkedIn, Twitter, Facebook, etc. Go to the navigation menu on the left side or top of the page to access this report. Then, click on Settings - Outreach Rule. A rule is a set of criteria and automatic actions applied to new campaign emails. Your email program will first check to see if a new message meets the conditions you have specified, then it will send the email. Filtering Parameters The first part of this settings window consists in selecting the parameters the rule will be configured for. Here you choose the organization member, channel, and type of engagement for which you want to configure the rule. You can make settings the same across all organization members by ticking the box. After you click Save, you continue to the second part of the settings. Configuration Settings Here you can configure the setting for the selected channel. It is important to pay attention to the notification: "settings configured here will supersede all settings set at a campaign level and apply to the team member." Depending on the chosen channel, you will have different parameters to configure the settings, meaning that the Instagram channel's parameters differ from those in the LinkedIn channel, for example. The Outreach Rules in Sales Innovator open up with the pre-filled fields that give the recommended value for that specific parameter. In this tutorial, you have learned about the rules set up for different communication channels. Thank you for being with us!

This tutorial will look at configuring the domain and email rule for campaigns. Go to the navigation menu on the left side or top of the page to access this report. Then, click on Settings - Email Rule. A rule is a set of criteria and automatic actions applied to new campaign emails. Your email program will first check to see if a new message meets the conditions you have specified, then it will send the email. Domain and Email Scheduling Rules In the popped-up window, you can select the domain, the start, and the end date of the Rule if you would like to. Then you can configure the setting for your email. It is important to read the following notification: "Email settings configured here will supersede all settings set at a campaign level and apply to all domain senders." You can enable the domain email warmup when the email settings are configured. What is email warmup? Warming up an email domain consists in gradually increasing the volume sent per day from this domain or email address and generating engagement to raise your sending reputation and show you're a good sender to the inbox providers and spam filters. In addition, email domain warmup helps you avoid a lot of bounced emails and signals your service provider that you are not a robot or scammer. The Domain Scheduling Rules in Sales Innovator opens up with the pre-filled fields that give the recommended value for that specific parameter. In this tutorial, you have learned about the domain and email rules setup and email warmup. Thank you for being with us!

In this tutorial, we will look at how to invite new members to join your organization and manage the list of members. Membersare individuals who help you create content, send email campaigns, and share the links with prospects. Click on the Start button next to Invite Team Members To Join Your Organization on the main page. OR Go to the navigation menu on the left side or top of the page, and click on Settings - Members. How to Add New Member You can add new members by sending an individual invitation email, one email to multiple individuals, or a link to join. Individual Email For each new member, you should select the type of organization permission you would like them to have from the drop-down menu. Then you type in their first and last name, email address, phone number, and the invitation message. Types of organization permission Owner - has full permission, access to payment management, and the ability to delete an organization. Administrator - has all permissions, including managing users, pages, and campaigns. Team Member - has permission to access the organization library, campaigns, pages, senders, and contacts. Click on the Send button to send the invitation. Your new member will receive an email asking to join the organization. By clicking on Join Organization, your team member will be taken to the Sales Innovator website, where it will be required to register a new account. Multi-Member Email Invite If you want to add more than one team member with the same organization's permission, click on the Multi-Member Email Invite tab to enter multiple email addresses. Then, click on the Send button to send the invitations. Send A Link To Join You can also Send a Link to your new member. Please note that they join your organization as a Team Member first in this case. You can change their Organization Permission after their join. Click on Generate Link, copy and send the link to your members. Do not forget to click on the Send button. How to Manage Members Here you can view and track the following information: Member’s name and their contact details; If the member is the sender; Type of the member: Real or Robot; Virtual members are virtual sales assistants who perform activities for you, with you controlling them. Real members are real people who perform functions themselves, or you can do activities for them. Member's status; When the member's email account is connected, their status is Ready. When invited, status is Pending, and when they accept the invitation to be a sender, their status changes to Accepted. Organization permission; If a member is a Real person, you can set the following permissions: Owner, Administrator, and Team Member. At the beginning of this tutorial, we have listed the definitions for these types. If a member is a Robot (Virtual), there is only one permission type: Robot - accesses the content needed to perform virtual robot tasks. You can filter the Member's list by the Organization Permission parameter. In addition, you can delete the organization member by pressing the bin icon under the Action Tab. In this tutorial, you have learned how to add new organization members and manage their settings. Thank you for being with us!

This tutorial will discuss how you can add or update your organization's details. After creating your new organization, you can add additional information and details about it. Click on the Start button next to the Update Your Organization Details. OR Go to the navigation menu on the left side or top of the page, and click on Settings - Organization Details. Here you can update the following information: Organization's name; Tagline; A tagline is a short, memorable description that quickly and clearly communicates the brand message. This brief description serves as the brand's catchphrase and builds brand personality, which helps in brand positioning in the market. About Organization; Write a catchy description of your company. This description will help the customers learn more about your company. URL extension; A domain extension is the combination of characters following the period in a web address. For example, in GoDaddy.com, the .com is the domain. Logo picture; Visual images send a special message to your customers, connecting them to you through their emotions. As you insert your logo, please pay attention to the format requirements it should have, which are: 1080x500 pixels in PNG format. I recommend adding a transparent background logo. Website; Organization's full address. When you have filled out the information, do not forget to click on the Save blue button at the bottom of the page. In this tutorial, you have looked at what information you can update about your organization. Thank you for being with us!

This tutorial will go over the settings in your email account to make it easier to create and manage email campaigns. Go to the navigation menu on the left side or top of the page to access this report. Then, click on Settings - Email Settings. Email Template An email template is a pre-defined email layout that may already include content like images or text. Rather than create a new email from scratch each time, you can use a template as a base. Templates are also handy for making sure email designs follow brand guidelines. Click on Add to create an email template. Enter the subject line and the text of an email. You can personalize your campaign by clicking on the drop-down menu next to the Subject field and on Personalize below it to select an option. After you have written the text, click on Save. Here you can create a sequence of email campaigns. Therefore, you can click on Add again to write another email. All your created campaigns are listed in the Templates section. You can edit or delete them or mark them as default. Email Signature An email signature is typically a block of text at the bottom of emails that includes key pieces of professional contact information, which allows you to continue interactions with recipients outside of email chains. HTML Email Banner An email signature banner is an image at the end of your email signature. It allows you to promote your company or add details to it, which can help your company advertise. Here you can save one email banner. If you need multiple banners, you can save them as templates and append templates to the email form. Unsubscribe List To unsubscribe means to remove your email address from a company's mailing list so as not to receive any further emails or communications. Every email campaign must include an unsubscribe link to provide subscribers an option to remove themselves at any time. Here you can see the list of the names and the email addresses of those who have removed their name from the mailing list and the unsubscription date. If, for any reason, you would like to remove the name from the Unsubscribe list, click on the Whitelist under the Action button. In addition, you can add the email to the unsubscribe list by clicking on the Add To Unsubscribe button. Whitelisted Emails This section lists the emails removed from the unsubscribe list to receive campaign emails. Here you can see who whitelisted the email and the date. In this tutorial, you learned about the settings in your email account. Thank you for being with us!

In this tutorial, we will look at how to add a new domain and manage the list of domains. If you are on the main page, click on the Start button next to the Add Your Custom Domain OR Go to the navigation menu on the left side or top of the page and click on Settings - Domain Details. How to Add New Domain A new page with instructions on adding a Custom Domain will open. Please, follow the instructions. How to Manage Domains !For security reasons, we covered any sensitive information! The report allows you to view and track the following information: Domain URL; Domain’s status; If the domain has passed the verification; Creation date. Click on the three-dot button under the Action tab. You will see the functions that will help you manage your domains. Make Primary - the selected domain becomes your primary one in the list of the domains. Make Short Link - short link is used for link sharing. Some social media platforms allow a limited number of characters for sharing. Hence, the link size is essential. Delete - entirely deletes the domain. Assign To A Page - you can choose a landing page to assign to the domain. Email Rule - !Please refer to the Email Rule tutorial to learn more! In this tutorial, you have looked at how to add and manage domains. Thank you for being with us!

This tutorial will look at how you can create and customize a personalized dynamic landing page for you to use with your various email, social selling, and other multi-channel campaigns. A landing page is a great way to drive your traffic and build your brand. It leads customers to a specific product, service, or offers and encourages them to take action. A landing page is focused on only one objective. It is your opportunity to capture your customer's attention, lead them to take action, and build your customer base. Click on the Start button next to Create A Page on the main page. OR Go to the navigation menu on the left side or top of the page, and click on Pages - Create A Page. You will be prompted to give a name to your page to start creating your landing page. On the left side of the page, there is a navigation menu. It will guide you in the creation of your page. You are walked through the different sections by clicking on each menu tab. Your only task is to enter the text, images, or links you would like your landing page to contain. Let's go through each section and learn more about it. General Details Here, you enter general information about your page: page name, URL extension, page title, and an excerpt. You can also choose if you want your page to be public or private, and you can add a page favicon. The goal of an Excerpt is to grab the page visitor's attention. It gives your reader a taste or teaser, so they can click the title or image to learn more. A Favicon is a small 32 x 32-pixel icon that serves as branding for your website. Its primary purpose is to help visitors to locate your page easier. Due to their tiny size, favicons work best as simple images or one-to-three characters of text. Favicons are not to be confused with logos but are sometimes the same. Social and Featured Page Image You can add images for social and featured pages if you want to. Please note that the image size for the featured page is 1920 x 1080 pixels. Theme Color This is where you can change the color of the various features. Header Header Here, you can change the color of the Header and the Share button. You can also choose whether you would like your Share button to be visible. This button allows you to send your landing page to a contact's email address. Logos Please add the Header Logo now. The recommended size of the logo is 1920 x 1080 pixels. You can choose the Logo Connector in the form of Addition, Heart, or Stars. And you can select the Connector color. Welcome A welcome message is a tool to communicate to your visitors: - What your website offers them; - What they can find and achieve on your website. You have an option to make your welcome message as a popup notification or as an embedded text message. You can even choose not to have the welcome message by hiding it. After making your selections, you write an attractive message for your visitor! If you would like to make your message more personal, you can add, for example, your Contact's First Name to your message. Click on the drop-down arrow next to the Add Options in the Welcome Title or Welcome Description field and choose Contact First Name. Below is the screenshot of the options you have for your Welcome tab. Contact In this section, you can create a business card. If you would like not to show the business card, you can hide this option. If you decide to display it, the business card will appear on your landing page as a small banner. In the Text Box Title, you can write a call-to-action message, shown as a link to click. For example, you ask the page visitor to call you or schedule an appointment. Hero Hero Image This image dominates your landing page and presents your product. It's the first thing your visitors will see, and it is your first chance to convey what your page is all about. If you believe that you don't need the hero image or a heading, you can always hide this section. You can also select Text Background Size (Full or Wrap Background), Text Background Color, Hero Position (Left, Right, or Center), and Hero Height (Short - 312 pixels, Medium - 500 pixels, or Large - 768 pixels). Your Heading is the first thing your visitor sees when they land on the page. Make a great first impression with your headline, and the visitor will stay! Headings play a significant role in two essential objectives of a landing page: - Getting visitors to the page in the first place; - Getting people to read or otherwise engage with the page. There is an option to have a Button that can take the visitor to a different page by clicking on it. To do that, you need to add the URL of the page. You can also do the following: - Change the Button Text; - Add Text Background Image (note that the recommended size of the image should be 1920 x 1080 pixels); - Select the Image Position; - Select the Button Position (Left, Right, or Center); - Choose Image Stretch Type (Full Width, Full Height, Original Image). After implementing all the changes, the Heading Section can look like this. Side Hero Image Featured As the name suggests in this tab, you can feature your product or service. If you think that you would rather not have the Featured Text, you can always hide it. Otherwise, you can select which side you would like the text to appear (Left or Right). Please note that if you decide not to show the Featured Post, your Featured Text will automatically move to the center of the page. You can also choose if you would like the Text Button to be visible. As mentioned above, you can add the post you want to feature on this page. If you do not have any posts to feature, you can hide the Featured Post. If you want to add the Featured Posts, click on the Edit Pencil. A window will pop up, which will ask you to add the post. Note that there is no content to add. !Please read the tutorial Add Content To Your Page to learn how to create it! Let's suppose that you have created the content to add to your landing page, and when clicking on the Edit Pencil, this window pops up. As you can see, there is one article About Tulips that can be added as a Featured Post. You can choose the Feature Post Style. After you have added your Feature Post, you can move on to writing your Feature Title and the Description. Note: You can always be creative with the fonts' style and color when adding the title and the description. You also can add additional features, such as the link or the image. Please check out the available options in the screenshot below. The same applies to the following sections of the page: Welcome, Hero, Features, and Services. After adding the Title and the Description, you can add the text and the URL for the Button. Below is an example of how the Featured Section can look. Services Here you can add any services your company provides along with your product. Service Theme Here you can add the Service's Title and the Description, the Service Button, and the URL to this button. You can also choose the color of the Service's Heading, Title, Text, and Background. Below is the Service Section of the landing page. Service In this tab, you can choose if you want to show or hide the Service Offerings and the Service Options. There are two types of Service layouts. Let’s see the difference between them. In Layout 1, the description of the service goes below the image. In Layout 2, the service description goes on top of the image. For each service type, you can add the title, description, image, and link to the service. After clicking on Add, the service options appear in the service list at the bottom of the page. Each service in the list can be either edited or removed. Footer Footer Theme You can add color, logo, text, and text color for the Footer. Footer Links Please add the link name and URL. Footer Logo Please note below the logo for the footer. Finally, the landing page is ready. https://go.salesinnovator.com/TestWeloveflowers/hub/international-women-s-day In this tutorial, you learned how to create a landing page to capture your customer's attention and lead them to take action. Thank you for being with us!

This tutorial will discuss how you can create, add, and manage the content of your landing page and track the performance of the content. Content is information and communication. It is the glue that keeps your audience to continue reading your campaign emails or on your site. It keeps them from bouncing away to competitor websites. Between the written words, visual media, video, and more, content is the thing that keeps people interested in your message. On the main page, click on the Start button next to Add Content To Your Page. OR On the navigation menu on the left side or top of the page, click on Pages - Add Content. How to Manage my Content The Content Page will open, where you can manage the already added content and add a new one. You can filter the information by selecting the necessary landing page or/and the category. Each added content gives you the person's name who added it, how many views it has, and the average time spent viewing it. Under the Action tab, by clicking on the arrow button Shared Links page opens, where you can share the content with your contact. !To learn more about this page, please read the tutorial Share A Link! You can also edit, view, or remove the content by clicking on the three-dots button under the Action tab. And you can view the live landing page after adding the content. To make any content a** Feature Post** on your landing page, click on the star icon next to the content under the Feature tab. How to Create New Content To create new content, click on Add Content's blue button located on the Page Content. The Add Content to the web page opens up. If, on the previous page, you selected the specific landing page, then the content will be added to it (see the screenshot above as an example). You can create page categories to help you keep your content sorted to find it when you need one quickly. Click on the Add New Category button and enter a category name to create a new category. In the example below, a Flower types category was created. Please click on the Add Post blue button to add content to a landing page. !To add the content, please refer to the tutorial Create Content For Your Page! After the content has been created and added, it will appear on the Add Content To the web page. For example, two posts were made under Flower types in the example below. Each created post has icons that perform various actions. The first icon assigns a category to a post. Choose the category to add and click on the Save button. The second icon edits the post The third one deletes the post The fourth icon duplicates the post. The post opens, where you must change the title and add any desired changes. Do not forget to click on the Post button. The last one views the post After the necessary additions and changes are made, click on the blue Save button at the top of the page. And you will be taken back to the Page Content web page. In this tutorial, you have learned how to manage and add your content and track its performance. Now it is your turn to add desired content to your landing page. Thank you for being with us!

Analyze data in real-time and track the performance of your landing pages. A landing page is a great way to drive your traffic and build your brand. It leads customers to a specific product, service, or offers and encourages them to take action. A landing page is focused on only one objective. It is your opportunity to capture your customer's attention, lead them to take action, and build your customer base. Go to the navigation menu on the left side or top of the page to access this report. Then, click on Pages - Manage Pages. The report allows you to view and track the following information: The landing page name; The name of the creator and the date; How many views does the landing page gather; The average spent time on the landing page; The number of downloads and likes; The page status: saved, published, unpublished. You can filter the landing pages list by Status and Campaignparameters. How to Manage my Landing Pages Click on the button under the Action tab. You will see the list of functions that will help you manage your landing pages. Edit Page - it takes you to the landing page to make changes. Add Content - the Page Content opens where you can add or change the content for your landing page. !Please refer to the tutorial Add Content To Your Page to learn more about it! View Live Page - it takes you to your landing page. Unpublish Page - if you no longer want your page to be live. Rename Page - gives a new name to your page. Duplicate Page Share Link - the Shared Links page opens where you can share the content from your landing page. !Please refer to the tutorial Share A Link to learn more about it! Delete Page - when you no longer need your landing page. In this tutorial, you have learned how to manage your landing pages and track their performance. Thank you for being with us!

This tutorial will compose an email using the Sales Innovator Inbox tool. Inbox is a term used to describe where email messages are received in an email client. The Inbox is the default location for all incoming mail. Go to the navigation menu on the left side or top of the page and click on Inbox - Compose. In the Create Email window, you create an email for the recipient. In addition, you can copy another person’s email here or even by selecting bcc: you can add another individual’s email without the primary recipient knowing it. All the created emails are stored in the Sent Emails of the Inbox. In this short tutorial, we looked at the Compose section of the Inbox. Thank you for being with us!