RMRS

Tracking Number Of New Email Contacts

Every week on Friday after 7AM CST, you must enter the information regarding the number of new contacts added to our email list and push notifications list. These numbers are tracked in the Yuri KPI Stats spreadsheet under the ‘Contacts’ tab.

Finding and Updating contacts in Infusionsoft

• Login to Infusionsoft.
• From the top menu under Marketing select ‘Reports’.
• Click on ‘Email Status Search’.
• Select ‘Misc. Criteria’
• Under ‘Date Created’, select the SAME date for the beginning and ending you are searching for.
• Click the green Search button.
• Enter the total number that appears in the spreadsheet under the ‘New Contacts’ column.

 

• Select the ‘Edit Criteria/Columns…’ button again
• Under the ‘Misc Criteria’ tab, delete the tags you had input previously under ‘Doesn’t have ANY of these Tags’.
• Go back to the ‘Search’ tab.
• Hold Control (Windows)/Command (Mac) on your keyboard and under ‘Email Status’ with the ‘contains any’ dropdown selected, select ‘Confirmed (Legacy)’ and ‘Confirmed’. Click the green OK button.
• Enter the total number into the spreadsheet under the ‘Double Confirmed’ column.

 

• Select the ‘Edit Criteria/Columns…’ button again
• Deselect the previous selection and holding Control (Windows)/Command (Mac) on your keyboard and under ‘Email Status’ with the ‘contains any’ dropdown selected, select ‘Opt-Out’, ‘Opt-Out: Admin’, Opt-Out: System’ and ‘List Unsubscribe’. Click the green OK button.
• Enter the total number as a negative (e.g. -10) into the spreadsheet under the ‘Opted Out’ column.

 

Clearing Contacts in Infusionsoft

• Go to the main Dashboard in Infusionsoft by clicking on the house icon along the top menu.
• Under the ‘Contacts’ box at the top right, click on the number next to ‘To clean: opted-out, complaints etc’.
• Input this number into the ‘Contacts Cleared’ column of the spreadsheet on the date that you perform this action.
• Tick the box next to ‘Status’ along the top of the list of contacts.
• Make sure that all contacts are selected.
• From the ‘Actions’ dropdown button, select ‘Delete Contacts’.
• Tick the box ‘Yes, I want to delete all ‘number‘ records in the filter!’
• Click ‘Process Action’

Finding number of visitors to RMRS on Google Analytics

• Log into analytics.google.com
• From the side drop-down menu, select ‘Overview’ from beneath ‘Audience’.
• Hover over the graph to find the number of unique visitors for that date.
• Input the number into the ‘Unique users per day RMRS’ column in the spreadsheet for the date

… Read the rest

Push Notifications

Drafting

• Login to app.onesignal.com and click anywhere on the blue chart under ‘Total Users Per Day’.
• Click on ‘Messages’ and select the button ‘New Push’
• Under Part 2 ‘Message’ fill in a catchy title (article title will do) – it won’t let you go over 48 characters so short & sweet!
• Fill in the message – like a preview text/subheading, get people interested
• Scroll to Part 3 ‘Schedule’
• Under Delivery, select ‘Begin sending at a particular time’.
• Insert the correct date and time in YOUR time zone.
• Check off ‘Intelligent delivery (recommended)’
• Select ‘Save as draft’
• In the Content Team Schedule Spreadsheet under ‘push notifications’, type in ‘drafted’ and change the colour of the cell to orange.

Scheduling

• From the ‘Messages’ drop-down menu (next to ‘new push’) select ‘Drafts’
• Find your draft from before (the message portion of the notification appears not the title so it might look strange, but searching by the date is helpful)
• Add the final (not preview) article URL under ‘Launch URL’
• Add the image URL. Find this by opening the article (you must be logged in to WordPress to access it), right-click on the header image and click ‘copy image address’
• Check that the delivery date and time are correct (should be YOUR time zone)
• Make sure ‘Intelligent delivery (recommended) is selected
• Click Confirm
• Make sure all the details are correct in the ‘Confirm Before Sending’ pop-up box and click ‘Send Message”
• In the Content Team Schedule Spreadsheet under ‘push notifications’ type in ‘scheduled’
• (If email, bot, and push notification are all scheduled) Comment in IK, tagging Gavin and Sam to notify them that everything is scheduled
• No amends after Sam checks it unless absolutely necessary.
• Had to change something? Notify him to check again!

… Read the rest

Facebook Bots

Drafting

• Login to manychat.com and click Broadcasts > New Broadcast.
• Select I want to start my broadcast with… ‘Messenger‘
• Where it says ‘Content’ at the top, type in the date of the broadcast and a word or two to identify the topic (Example: Nov. 1. Tie Types).

Writing

1. Write a question or engaging statement that requires an answer where it says ‘Click to add text in the sidebar’
2. Add a button with a possible answer as the Button Title (<20 characters)
3. Click ‘Send message’ and write a message about the video
4. Add a button with a CTA (e.g. ‘watch now’, ‘let’s see!’) as the button title (<20 characters)
5. If ready, put video URL where it says ‘Website address’
6. Add a button with a second possible answer as the title (<20 characters). Repeat steps 3- 5.
7. Add a third possible answer the same way if wanted. Repeat steps 3-5.
8. Check the message says ‘✓ Saved’. Your draft will be saved automatically.
9. In Content Team Schedule Spreadsheet, under ‘FB Bot’ column type ‘drafted’ and change colour to orange.

Scheduling

• Paste URLs into answers where it says ‘Website address’
• Click ‘Go Next’ and keep ‘Subscription Content’ selected
• Under Schedule Broadcast select ‘Schedule for later’
• Select publication date (double-check in InfluenceKit)
• Select publication time in YOUR time zone.
• Click ‘Schedule Message’
• In Content Team Schedule Spreadsheet, under ‘FB Bot’ column type ‘scheduled’
• (If email, bot, and push notification are all scheduled) Comment in IK tagging Gavin and Sam to notify them that all posts are scheduled
• No amends after Sam checks it unless absolutely necessary.
• Had to change something? Notify him to check again!

… Read the rest