To Create a Microsite
Here is a video that walks you through creating microsites.
1. Click on the microsites icon on the left side of your dashboard.
2. Click on New Microsite. Alternatively, start with a video in your library, click on the three dots icon in the bottom right corner of the video, and click on New Microsite.
3. You can select a microsite template if you or someone in your group have created one.
4. Click on Create Microsite.
To Send a Microsite
Here is a video that walks you through sending microsites.
- You can preview your microsite by clicking on the thumbnail image above the Send button.
- You have three options to send a microsite - 1) copy link, 2) create a new link for social media or for tracking to a contact or CRM opportunity, or 3) create an email campaign.
Option 1: Copy link.
1. Click on the microsites icon on the left side of your dashboard.
2. Click on the microsite you want to send.
3. Under Links, click on the squares icon next to the link to copy the pre-created link.
4. Paste the link and a thumbnail of the video in your email composer on social media as a post or message.
Option 2: Create a new link.
1. Click on the microsites icon on the left side of your dashboard.
2. Click on the microsite you want to send.
3. Click on Share under the microsite thumbnail.
4. Click on Create Link. You can name the link in the first box labeled Name (Optional). You can also customize the end of the URL by highlighting the end of the URL and typing your custom text.
For Social Media
5. Check the box labeled Post Link on Social Media.
6. Click on the desired social media platform.
or
For Tracking to a Contact or CRM Opportunity
5. Click on Advanced Settings.
6. Check either or both boxes labeled Track to a Contact or Track to CRM Opportunity.
7. Click on Create Link.
8. Click on the squares icon next to the link to copy the link.
9. Paste the link and a thumbnail of the video in your email composer. Alternatively, a small window will open in your social media platform for you to post or create a message.
Option 3: Create an email campaign.
1. Click on the microsites icon on the left side of your dashboard.
2. Click on the microsite you want to send.
3. Click on Share under the microsite thumbnail.
4. Click on New Campaign.
5. Click on Add Recipients.
6. Type in the emails or group names (set up in your contact library - click here to see how).
7. Select the recipients and click on Add.
8. Check the box labeled Recipients to select all recipients listed or check the box for each recipient individually.
9. Click on Next.
10. View the microsite preview. If you want to change the microsite, click on Change Microsite. You can also change the campaign by clicking the pencil icon in the top left of the page.
11. Click on Next.
12. You can edit the email body, apply a template, and/or save your email body as a template by clicking on Email Template.
13. After you are satisfied with your email campaign, you can click on Send Now in the top right corner of the page to send it right away or click on the clock icon to schedule it to be sent at a later time.
To Track a Microsite
Here is a video that walks you through tracking microsites.
- You can track a microsite under Microsites or in Campaigns for sent emails.
- There are six types of analytics to track within the microsite screen.
Option 1: Tracking a Microsite Through Microsites
1. Click on the microsites icon on the left side of your dashboard.
2. Click on the microsite you want to track.
3. Click on one of the six types of analytics to view the analytics.
Option 2: Tracking a Microsite Through Campaigns
1. Click on the megaphone icon on the left side of your dashboard.
Six Types of Analytics
1. Links: Under Links, you can view each link's view and activity count.
2. Emails: Under Emails, you can view the open, view, and activity count for each sent email. You can specify which campaign you want to view analytics for, or you can sort by Creation Date, Activities, Email Opens, or Microsite Views.
3. Performance: Under Performance, you can view a graphic of the performance and a list of all the activities that have happened with the sent microsite. You can change the date range or specify which link type you want to view.
4. Activities: Under Activities, you can view each individual activity that was done on the microsite.
5. Content: Under Content, you can view each content's total activity.
6. Replies: Under Replies, you can view each reply sent.
*Campaigns not available on Forever Free Plan.