| Table of Contents | ||||||||
|---|---|---|---|---|---|---|---|---|
|
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.The Survey Manager allows you to create and distribute surveys to your membership. The following questions can be used for surveys:
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. Clubs looking to gain feedback or additional information from members within the website. |
Video
This video provides an overview of how to use the Axis tool functionality to Cross Market.
...
|
|---|
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 Axis 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 Axis 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 Axis Editor is open, add text, imagery, and hyperlinks as desired. This works just like the Axis 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 Axis 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 Axis 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.
...
Accessing Survey Manager
Hover over the Admin Bar, click Surveys under Communication.
Note: The layout of where the Survey Manager is located may be slightly different based on club, but functionality is the same.
Creating a Survey
To create a new survey, select the “Click here to add new survey” link, and then enter a name for the survey and description.
This will launch the Edit Survey screen.
Here you can add:
- Name
- Description
- Start Date
- End Date
- Make Anonymous
Click Save Survey to continue.
This will take you to the Edit Survey page where you may add content to the survey.
You may add an Introduction Header to the Survey with any additional information on the Survey.
Click the Edit Introduction button to launch the Axis Editor.
In the Axis Editor, you may add text and imagery. Save once complete.
Click the Edit Confirmation button to launch the Axis Editor. The Confirmation message will appear once a member has filled out and submitted their Survey.
Adding Questions
Next, you may start Adding Questions to the survey.
The Survey consists of 3 types of questions:
- Multiple Choice
- True/False
- Text Questions
To Add a Multiple Choice Question, click the Add Multiple Choice button.
Multiple Choice questions allow you to enter up to 5 answers and offer the ability to select more than one answer by checking the corresponding check box below the question text.
If you need to have more than 5 answers for a multiple choice question, you can save the question with the first 5, and then you can select the link to add more answers.
Click Save once finished.
To Add True/False, click the True/False button.
True/False only allow you to enter question text.
Click Save when finished.
To Add Text, click the Add Text button.
Add Text only allows you to enter question text.
Click the Save button when finished.
Question Organization
You can reorder questions by entering the question number you would like it to be, while also changing the number of the question it will be replacing.
From here, you may also Remove Questions by click Remove Question; or Delete the entire Survey.
Once changes are complete, you can click “Save Survey” to save your changes.
Previewing Survey
You can preview your survey by clicking the “Preview Survey” button before distributing the survey.
This will pull the survey as it will show to members.
Distributing Surveys
Click the “Distribution” tab to set up distribution.
Next, click the “Click here to send this survey to a new group of users” link.
You will now be taken to the Blast Email Module where you may select recipients and compose an email. The Survey will attach to the bottom of the email automatically.
Viewing Results
Once the Survey is sent out and completed by your members, you can go back to the Survey Manager to view the results.
In the Survey Manager, click the image of the bar chart, and then select your distribution or all distributions.
You can then view the results.
Click on each question to receive detailed results for each.
You can select the “Show Graph” link to view a chart of the results.
Graph Results:
Exporting Results
You can also export survey results by clicking the button under the distribution select drop down on the Survey Results page. You can then select what details about the member you would like to include in the export. Next, select your Export Type:
- Classic
- One Record Per Line, Choices Ungrouped
- One Record Per Line, Choices Grouped
You can also select the “Show Header Text Questions” checkbox if this information is relevant. They are excluded by default.
Then click the Export button and a .CSV file will be downloaded and can be opened in Excel.
FAQs
Q:I want to cross market to specific members, but not all members. Where is the best place to cross market?
A: If you’re trying to target certain members, you can try to cross marketing in a specific email campaign using target marketing. Set up appropriate groups that include the proper members. You may also want to place cross marketing pieces in page specific sidebars to market on pages that the type of member you’re trying reach would access frequently (ex: market a Golf Tournament on the page specific sidebars on Golf Pages only).
Q: What happens if I’m not using my cross marketing sidebar?
A: This will be blank for members and they won’t see anything. This does not throw off the design and only Admins/Editors can see the click to edits. You do not always need to have a cross marketing piece placed in these sections.
Best Practices
...
When utilizing Cross Marketing, it is best to try to be as directional as possible. Decide if the material you are Cross Marketing is best suited for all members, or specific types of members. Knowing to whom you are marketing should then help you decide whether to place this in global areas, or specific areas of the website.
...
Many of the Cross Marketing areas have limited space, so remember to size images appropriately and keep information short. Cross Marketing is most efficient when the message is short and enticing. It is also best to link to either the event or page you’re trying to Cross Market so members can access the full information easily.
...
Keeping your Cross Marketing areas up to date helps keep the information informative and useful. Once an event is over, be sure to update the Cross Marketing section so old information is not being marketed.
...
My survey is anonymous, can I change that?
A: Yes, whether or not a survey is anonymous can be changed after it has been created and distributed, but you will need to reach out to your Support Team to have this change implemented
Q: Can my survey be displayed on a page, rather than sent in an email?
A: Yes! This can be done. You will need to reach out to your Support Team to create this distribution for you.
Q: Can my survey be open to the public?
A: No.
Q: Can users take the survey multiple times?
A: No. A user can fill out the survey for a second time, but their results will not be recorded or overwritten.
Q: Why are members required to log in to the site even if the survey is anonymous?
A: Members are required to log in to the site because surveys cannot be accessed by the public. While the results from the survey will be anonymous, whether or not they have completed the survey will still be tracked.
Best Practices
- Surveys are often more effective if made anonymous, so members can answer more honestly.
Try to keep surveys short, which will encourage members to take surveys. Longer surveys are time consuming and can be cumbersome, which can deter members from filling them out.
Downloadable Guide
Axis - Cross Marketing - Guide
...