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Overview
Cross Marketing on your Clubessential website is promoting certain events, topics, or content in an area where a member would not expect to see this information. Cross Marketing can easily be added to: Custom Event Notifications, Directory Disclaimer, Dynamic Sidebar Content Areas, and Online Member Statements. Use Case(s) Cross Marketing is best used to promote upcoming events, or new features and pages on the website. By using Cross Marketing, we can ensure that users will see the information, especially if placed in high traffic areas. Furthermore, we can use cross marketing platforms as directional marketing to specific users based on interests, and/or past event attendance. Accordions are collapsable content areas that all you to condense lots of information in a tab structure. Accordions can have various stylings and will match your site design, however, you will most typically see Accordions as a tabbed structure either vertically or horizontally. The accordion plugin can be placed on any content page as needed by your Clubessential team. In order to maintain the Accordion, Admins can access the Accordion on the page to make updates such as: adding, editing, deleting, and moving tabs. The content within the Accordion can be edited using the Click to Edit to open the Editor by Admins or Editors.
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Video
This video provides an overview of how to use the tool functionality to Cross MarketMaintaining Accordions.
Note: Sections of the video have been referenced below with corresponding times in the video for ease of access
| Total Video (Length) | 6X:55XX | ||||||
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| Cross Marketing OverviewTDB | 0X:18XX | Editing Directory DisclaimerTDB | 3X:32XX | ||||
| About Event NotificationsTDB | 1X:23XX | Editing Sidebar ContentTDB | 4X:02XX | ||||
| Accessing Event NotificationsTDB | 1X:55XX | Editing Online Member Statements | 4:57 | Editing Event Notifications | 2:05TDB | X:XX | |
| TDB | X:XX |
Content
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Using Cross Marketing
Your Clubessential website has several areas that were specifically built for cross marketing. Those areas include: Custom Event Notifications, Directory Disclaimer, Dynamic Sidebar Content Areas, and Online Member Statements. Detailed instructions below review these areas and how to edit these sections.
Custom Event Notifications
Directory Disclaimer
Sidebar Marketing
Statement Window
Cross Marketing in Event Notifications
Each time a member registers for an event, a confirmation email is sent to that member. The confirmation email presents a key opportunity to make an impression using Cross Marketing. Event Notifications can be edited globally for all confirmation emails, or individually per event notification. For larger events, it is best to place the Cross Marketing piece in the Global Notifications so all members receive the communication. For targeted marketing based on past events, groups, or type of member; it is best to edit the Event Notification individually.
Editing Global Notifications
Only Admins are able to access Site Notifications. Hover over Admin in the left hand corner of the screen, click on Site Notifications.
Click on the Edit box next to Edit Default Notifications.
Click Registration Received to edit Global Registration Received Notifications.
Edit Default Event Notifications by opening the Click to Edit.
This will open the Editor, with the Default Notifications. Delete the default and type your own, or Add additional content to the Default Notification.
This editor works just like the Editor used throughout the website. You may add plain text, imagery, and hyperlinks.
It is recommended to use Snippets to personalize messages.
Snippet Examples:
##MEMNAME## : this will add the member’s name to the notification
##EVENTTITLE##: this will add the event title name to the notification
Click Save once you’ve added your desired content.
Click Update Notification for the custom notification to update.
Editing the Directory Disclaimer
The Directory is a highly trafficked area of the website. Members may use the Directory to access other member or staff information. Members are also likely to visit their own profile often to update information. The Directory offers prime real estate for Cross Marketing general events to members.
If you’re an Admin, hover over the Admin tab and click on Directory / Roster.
If you’re an Editor, hover over the Admin link in the main navigation and click Main Tools > Directory.
Once the Editor is open, add text, imagery, and hyperlinks as desired. This works just like the Editor used throughout the website. Click Save once complete.
The Cross Marketing material will then show above the Member List in the Directory.
Editing Sidebar Content Areas
Sidebar Content Areas typically reside within the side panel of content pages on the website. These marketing areas can be global or page specific. For general Cross Marketing, edit the global sidebar content area. For targeted marketing, edit the page specific sidebar content area.
Global Sidebar Example: An end of year club celebration which would appeal to the majority of members should be placed in the global sidebar content area so this information is available no matter what page the member travels to.
Page Specific Sidebar Example: If you have a Golf Tournament coming up, it will be best to place this marketing information on Golf pages to attract Golf Members.
Navigate to the page in which you wish to add the Cross Marketing Information, and open the Click to Edit in the Sidebar Area.
This will open the Editor, which is the same editor used throughout the website. From here, you can add imagery, text, and hyperlinks. Save once complete.
Editing the Global Sidebar will show on all pages of the website, while editing the Page Specific Sidebar will only show on that specific page.
Editing Online Member Statements
If your website is utilizing Online Member Statements, you may use this as another area to Cross Market. Some members may only use the website for statements and payments, making this another highly trafficked area on the website.
Access the Online Member Statement portal where it is located in the main navigation.
Once the Statement window is open, hover over Admin and select Edit Statement Layout.
Again, hover over Admin, and choose Edit Statement Header or Edit Statement Footer.
This will open the Editor, which is the same editor throughout the website. You can add text, imagery, and hyperlinks as desired. Save once finished.
The Cross Marketing material will then show in the Statement Window.
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Accessing the Tool
In order to access Accordion Properties, first navigate to the page where the Accordion is located.
You will find the Accordion Properties icon above the Accordion and to the right.
Click on the Accordion Properties to make edits such as: editing, adding, deleting, and moving sections.
The First tab that will launch is the Accordion Tab, which is where you will make all edits for editing, adding, deleting, and moving sections.
The Accordion Properties Tab is for Clubessential Corp Admins, and while this tab is visible, you are unable to make edits at this time. This tab defines design and behavior settings for the Accordion.
Adding a New Tab
To add a new tab within the Accordion Properties screen, click the Add New Tab button.
Type a name for the tab into the Tab Name text box. This name should be informative of the type of content that will be placed within the Accordion Section (EX: Wedding Menus, Contact Information).
Next, click Save Tab and then the ‘X’ sign on the Accordion Properties screen to close the window.
The page will refresh and you can now see and edit your new Accordion Section.
Moving Tabs
To move a tab, open the Accordion Properties icon.
Under the Accordion Tabs name list, click on the tab you wish to move.
Then, click the Move Up or Move Down button to move the tab to the desired location.
The tabs are listed in sequential order as they will appear on the webpage. Click Save Tab and Close out.
Editing Tab Names
To Edit a tab, open the Accordion Properties Icon.
Under the Accordion Tabs name list, click on the tab you wish to edit.
Under the Name Tab, enter in a new name for the tab.
Click Save Tab and close out of the window for updates to appear on the web page.
Deleting a Tab
FAQs
Q: I want to cross market to specific members, but not all members. Where is the best place to cross market?
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