HP Co-Marketing Zone Plus (CMZ Plus)

Transcription

1 HP Co-Marketing Zone Plus (CMZ Plus) Your free-of-charge and easy-to-use marketing platform Fundamentals Training Deck Marketing Application Support & Services (MASS) August 2017 Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

2 Topics for this training Benefits & features Access & navigation Prepare the platform for your needs Co-brand your assets and campaigns Prepare and send an electronic direct mailing Measure the success of your campaign Search and find assets

3 3 Benefits and features

4 CMZ+ a full marketing campaign automation platform One stop shop to generate demand Campaign selection Asset cobranding Measure & Report Campaign Execution Lead Generation The HP Co-Marketing Zone Plus (HP CMZ+) is a free-ofcharge and easy-touse marketing platform; providing a range of cobrandable and flexible marketing templates to help our partners grow their prospect pipeline, securely manage leads, increase sales revenue and quickly measure the ROI of their campaign activity.

5 5 Access and navigation

6 Access to CMZ Plus Two options Access using the HP Partner First Portal 1) 1. Access HP Partner First Portal 2. Log in with your HP Passport credentials 3. After Login, select Sales & marketing -> CMZ Plus Access using Sales Central 1. Access the Sales Central 2. Log in with your HP Passport credentials 3. After login, select Marketing Central and then CMZ Plus 1) Not valid in APJ and not for HP users 6

7 Accessing CMZ Plus From Partner First Portal 1. Log in with your HP SSO credentials 2. Select Sales & Marketing 3. Click on Co-Marketing Zone Plus 7

8 Accessing CMZ Plus From Sales Central Enter the Sales Central URL select Marketing Central > Co-Marketing Zone Plus 8

9 Easy to use navigation From the home page 1. Access quick links that point to assets, campaigns, prospects, s or reports. 2. Watch the videos that present you the features and the benefits of the CMZ Plus. 3. Register for a training session and discover the CMZ Plus. 4. As a new user, find out how to get started by contacting our Desk Concierge Service via the Help tab. 5. Use the Help section for addressing queries. 9

10 Easy to use navigation Overview of the home page The main navigation on the homepage will allow you to easily navigate the site content. 1. Home will bring you back to this page 2. In the Campaigns area, campaigns can be searched, viewed and launched 3. Assets will take you to the assets and you can browse whichever asset is suitable for your need. 4. Prospects allows lead management. 5. Manage lists in the s tab. 6. Measure the ROI of your campaign through the Reports functionality. 10

11 Accessing CMZ Plus Your next step 4. After having checked out the home page, select Marketing on the top right hand side 11

12 Easy to use navigation From the Marketing page 1. View/find the latest campaigns via the Campaigns Library tab. 2. Search for the assets in the Assets Tab 3. Prospects 4. Use the functionality for not only customizing an edm asset but for linking it to a direct mailing 5. Measure the ROI and success of a campaign by using the reporting functionality 12

13 Let s recap CMZ Plus can be accessed through Sales Central and/or the Partner First Portal. The Marketing tab will be the area mostly used: - Search for assets in the Assets tab - Find campaigns in the Campaign Library - Manage contacts and leads within the Prospects tab - Use the functionality for linking an edm to a direct mailing - Measure the ROI and success of a campaign by using the reporting functionality 13

14 14 What kind of assets are available?

15 What kind of assets are available? Languages All assets that are available for your country. Every country sees the English assets and whichever is available in the chosen local language. 15

16 What kind of assets are available? Languages Example: This user sees all assets available for Germany as well as all English assets and has selected the user interface in English By clicking on the language button, the user can change the user interface s language; in this example to German/Deutsch 16

17 What kind of assets are available? Asset Library / Campaign Library Asset Library ALL SINGLE assets that a user is entitled to see (as per partner status and language setup) Campaign Library All ACTIVE campaigns (PC and Printing & Supplies) The campaigns consist of assets. All assets that are part of campaigns, can be found also in the Asset Library. Available asset types: edms Print ads Static banners Animated banners 17

18 What kind of assets are available? Source files For the majority of assets, you have access to HP co-marketing source files. This will give you even greater flexibility to leverage HP assets. By clicking on Source File, you will be led to the HP Asset Hub System. You can use the assets in two ways: HP Look and Feel You take minimal changes (i. e. change of product to be advertised but within same range or update to call to action to include a specific promotional offer) No further approval needed You change ANY headline or messaging Contact your local HP Channel Marketing Representative to get HP Brand Approval prior to the start of activity this can take at least 48 hours.*) Your Company Look and Feel If you leverage these assets to create your own branded marketing deliverables No HP brand approval is needed. 18 *) Please note that if you go ahead with the activity and HP brand approval has not been given, HP reserves the right not to reimburse any MDF used against this activity.

19 Let s recap When landing on the Asset Library, the system shows you all assets that are available for your country. Every country sees the English assets and whichever is available in the chosen local language. Gold and Platinum partners and all HP Employees have access to source files; they are located on HP Asset Hub. Available asset types: edms, print ads, static banners, animated banners 19

20 20 Support for CMZ Plus

21 Support for CMZ Plus Benefit from the various options in the Help section Contact Us Form Call our Helpdesk Us Self-Help Live chat You can use the Contact Us form by filling out all your details and clicking on Submit. You can simply pick the phone up and dial out help desk number located in the Home Page, with your issue and someone will have the issue fixed. Simply us your support issue, if you have no access to the other support channels. For self-help, use the Knowledge Base in the sysmte which is populated with - Video tutorials - FAQs Use the live chat on the right hand bottom OR Check out Sales Central for training materials

22 22 Prepare the platform for your needs

23 Prepare the system for your needs My Account 1 1. From the home page, select My Account (1) and edit (2) the page. 2. Adapt - Contact information - Company information - System Settings / Time Zone - Marketing Settings (3) -- Mark Receive Lead Alerts in case you want to receive notifications about lead/prospect updates -- Browse and upload your own logo it will appear next to the HP logo on the platform it will be available for co-branding your assets

24 24 Co-brand your assets and campaigns

25 Co-brand your assets and campaigns in CMZ Plus - It s as easy as 1, 2, 3 1. Choose the type of campaign and asset you want to customize 2. Customize your asset 3. Upload your contact list 4. Manage your new business opportunities 5. Measure the success and ROI of a campaign 25

26 How to co-brand your campaign Step 1: Search your asset(s) There are two ways to search for an asset: 1. On the left hand menu click on Assets > Asset Library 2. The Campaign Library tab by clicking on the blue Get Started button 26

27 Assets visualization, selection & downloading Step 1.1: If you have selected the Asset Library You can view the entire list of assets ready for your use from the Asset Library page: Assets Selection Select the most relevant asset and then click on the search engine tab located below each asset template. You can only view and select one asset at a time. Downloading an asset After you have selected the assets you may click on the Menu button and pick an option: Edit / View / download ZIP / download PDF 27

28 How to co-brand your campaign Step 1.2: If you have selected the Campaign Library You will see all assets that are available for customization Use the Manage Filter functionality for a more detailed and specific search 28

29 How to co-brand your campaign Step 1.2.1: Search your asset(s) by using filters The following filtering options are available: Search by keyword Asset type Product category Product series Target audience New campaigns 29

30 How to co-brand your campaign Step 2: Edit the asset 1/ Once you have found your asset you want to customize, click on Get Started 2/ You will get an overview with all the important information about the asset - Campaign name - Asset type - Product series - Target audience 30

31 How to co-brand your campaign Step 3: Launch the asset You have the ability to edit and customize any of the selected assets according to your needs: First step is to edit the asset by clicking on the gear wheel and then on Edit Add your promotion and your call to action / website in the blank box. Do not include any contact information that leads to HP or any URL that contains HP brand mentioned in the domain name Select and include your company logo to cobrand the template. 31

32 How to co-brand your campaign Step 3: Launch the asset You have the ability to edit and customize any of the selected assets according to your needs: First step is to edit the asset by clicking on the gear wheel and then on Edit Add your promotion and your call to action / website in the blank box. Do not include any contact information that leads to HP or any URL that contains HP brand mentioned in the domain name Select and include your company logo to cobrand the template. 32

33 How to co-brand your campaign Customization of a banner Run a search and enter banner, once you have edited the template, 1. Give a name to the new one 2. Enter the CTA 3. Browse your logo 4. Give a CTA Link URL 5. Click on Save CTA = Call To Action 33

34 How to co-brand your campaign Customization of a print ad Run a search and enter print ad. Once you have edited the template, 1. Give a name to the new one 2. Enter information into all the fields 3. Save the template Notice that the partner logo must have more than 300dpi! 34

35 How to co-brand your campaign Step 4: Download your asset After customization, you can download the asset that you have created Click on this to save to your PC Once you have clicked on the download icon you have the option of the asset as a PDF or ZIP file 35

36 Let s recap Co-branding of an asset is easy. The templates show you exactly which parts are editable and thus customizable. Assets can also only be downloaded, e. g. as.pdf and.zip. HP employees, Gold and Platinum partners have access to source files (through HP Asset Hub). 36

37 37 Launching the campaign

38 Launching the campaign Link the asset to an ing 1. Select the correct country-language setup. Notice: If the login country-language setup and the asset assignment country-language setup (as defined in the metadata of the asset) do not match, the system will not allow the user to send the mailing. 2. Select again the correct language. 3. In the CTA field, go to the metadata of the asset and check whether the asset has been assigned for your chosen countrylanguage setup 38

39 Launching the campaign Link the asset to an ing If this matches, the Send Mail option becomes available. Click on it and complete the fields (see an example below) Select Next or Save as draft 39

40 Launching the campaign Select list(s) Select one or several lists for the ing campaign 40 Next, the following options are available: - Add another list - Send a test - Define rules for the ing - Schedule the ing - Send it now

41 Launching the campaign Select list(s) You can upload unlimited data onto the platform. However, the user should break the list down into batches of 2500 or less. You can upload unlimited data onto the platform. However, the user should break the list down into batches of 2500 or less.

42 Launch a multi-touch campaign using the Rules engine Define rules 1. Add new rule - Rules automate follow-up s - 2. Options - Lead status tracking e. g. is equal to > C-Lead every lead categorized as a C-Lead who opens the mail should receive a second template (can be chosen from the drop-down); also a time when the customer should receive the second template can be defined - Link clicked tracking each time someone clicks on the links included in an edm, this is tracked (the links show automatically up in the Rules window), the customer would receive e. g. a third template 42

43 Let s recap edm assets can be linked to a direct mailing which can be sent from CMZ Plus. Contact lists need to be uploaded to the system in order to prepare the mailing. And, certain rules can be defined and its success can be measured. 43

44 44 Search and find assets

45 Search and find assets How to find Supplies assets Option 1 Go to the Asset Library Enter Supplies in the Keywords field You will get all Supplies related assets 45

46 Search and find assets How to find Supplies assets Option 2 Go to the Campaign Library Enter Supplies in the Search by Keyword field You will get all Supplies related campaigns 46

47 Search and find assets Special assets which are not linked to campaigns Will be available with the next release / December 2016 Social media content Infographics Non-editable content 47

48 Search and find assets Search options Asset Library By keyword By FY and quarter / going through Advanced Search By source type 48

49 Search and find assets Search options Campaign Library By keyword By using the filters - Asset type - Product category - Product series - Target audience - New campaign 49

50 Let s recap For searching and finding assets, the keyword search can be used both in the Asset and in the Campaign Library. Both the Asset and Campaign Library allow to use advanced search options with filters. 50

51 51 How to upload your ing list

52 How to upload your ing list In order to create a list of prospects that can be targeted in your future campaigns, you can upload your leads via the Marketing tab. On the Marketing Tab > Upload your List ( Get Started button) The security of all uploaded lists is guaranteed! 52

53 How to upload your ing list Once you clicked on Marketing> Upload your List> Import from Excel. This will allow you to choose your saved spreadsheet and upload it on the portal to run a campaign. Or you can integrate your account to your CRM from Salesforce and import your list directly from your CRM system After you have clicked on Import from Excel > Click on Choose file It will then show you that your list has been uploaded successfully. Click next to proceed. 53

54 How to upload your ing list If you don t know how to map your spread sheet, then you can download a sample spreadsheet that will indicate you the 5 mandatory fields highlighted in red. Once your List has been uploaded successfully you will see that it has been automatically mapped on the system. After your list has been mapped > click Next. It will take you the next page where you need to name your list. Example: List Name and Current Date. Once you have named your list, you ll receive a message that your list has been successfully uploaded and ready to be launched. 54

55 How to upload your ing list Once the list has been uploaded, you will get a summary report With the following information: - Number of records created - Number of skipped records, e. g. in the case of duplicates - Number of non-loaded records In the Prospects > View Prospects, you can see the single contacts. 55

56 56 The functionality

57 The functionality Main options Manage s Get an overview of sent, scheduled, pending s; preview an Launch This is used to initiate the launch process Manage Templates This is used to find a saved edm Manage Lists Get an overview of lists, delete from here and view list details Manage Senders This is used to manage sender address which is by default the partner ; if the partner wants to use a new functional address then he can use this 57

58 58 How to manage your leads

59 How to manage your leads The Prospects tab You have converted a lead into a contact? Manage it in the Prospects area of CMZ Plus Change the status or add a prospect to an list 59

60 How to manage your leads View a prospect Step 1 In the Prospects area, go to View Prospects Step 2 Edit the respective prospect by Clicking the pencil button Step 3 Adapt the information as per your requirements. You can also change the status of a prospect. 60

61 How to configure your lead alerts You can configure your Lead Alerts from the My Account. The path is: My Account > Edit > Scroll down to Marketing Settings > Receive Lead Alerts. Once you have selected Receive Lead Alerts you will receive leads that are sent directly to your real-time one of your customers interacts with the marketing campaign, i.e. if they click to learn more, register for an event, open an . 61

62 62 Reporting functionality

63 Reporting functionality Measure the ROI and success of your campaigns! By using the Default Reports tab. Only this category should be used by partners! There are four report names available: - Partner Dashboard - Link Tracking Report - A/B Comparison - EDM Link Tracking Reports 63

64 Reporting functionality Report names Report name Partner Dashboard Link Tracking Report A/B Comparison EDM Link Tracking Details Report Description Shows a spreadsheet of all ings Shows a report about follow-up activities from links embedded into an ing E. g. how many persons did open the link, how many read it etc. Shows a report with detailed activity information from the targeted audience IF it has been segmented into A, B, C, etc. categories Same as the Link Tracking Report, but refers to edms only! 64

65 Reporting functionality Lead Alerts Click-through (B-Lead) A lead generated once the end-user ( recipient) has clicked on any of the available links in the EDM to get directed to the desired landing page. 65 Opened (C-Lead) A lead generated once the end-user ( recipient) havsread the received however hasn t yet clicked on the links in the EDM.

66 Let s recap With the functionality, you can manage and administrate your contact lists. The Prospects functionality provides you with options to manage leads. And, last but not least measure the success of your campaigns with the Reporting feature. 66

67 67 Thank you!

68 68 Backup slides

69 71 How to launch a multi-touch campaign using the Rules Engine

70 How to launch a multi-touch campaign using the Rules Engine Another way that you can launch a Multi-Touch Campaign is to use the application in the navigation bar. The path is: s > Manage s > Select Campaign Type ( ) > Choose the Campaign (Workstation NASA). From the displayed list, click on Nasa Campaign and then click on Send button 72