Marketing Pro overview and basics for Corporate HQ

Overview

Marketing Pro is a campaign and analytics tool that helps you amplify your company's brand awareness. Use it to track analytics, create campaigns, and manage your audiences. For how to switch between your offices, see Marketing Pro Corporate HQ and Offices access and switch.

Things to know

• The first time you open Marketing Pro, you're prompted to add a Brand and configure its email settings. For more, see Manage Marketing Brand's Settings.

• Customize your emails using pre-built templates that you can edit and use across your campaigns. For more, see Manage Marketing Pro Email Templates.

• Campaigns are designed to help you execute marketing strategies across multiple channels and create effective email and direct mail campaigns.

• Campaigns aren't sent to accounts added to the suppression lists in Corporate HQ and all Offices.

Use cases for campaigns

• Reach out to new customers who have recently signed up to welcome them and offer additional services.

• Target audiences that use specific services in their homes, encouraging them to sign up for additional services they could benefit from. Similarly, target audiences who don't have a specific service and try to upsell them to those services.

• Follow up with customers who recently canceled or who haven't reached out in a while to win them back.

Understand Marketing Pro sections for Corporate HQ

Marketing Pro for Corporate HQ includes sections for Analytics, Campaigns, and Audiences.

Analytics for Corporate HQ

Use the Analytics section to view data that helps you track marketing campaign progress throughout all your offices and Corporate HQ. For more, see Use Marketing Pro Analytics.

Note: When you select more than one account from the Accounts filter, the campaign performance tables show the Account that created the marketing campaigns you track.

Campaigns for Corporate HQ

The Campaigns section in Marketing Pro has two sub-sections:

• Campaign Manager: Here, you can:        

  • Create campaigns

  • View all your Corporate HQ and Office campaigns and their details

  • Clone campaigns created by other Offices to use them in Corporate HQ

  • And more                

    Note: When creating marketing campaigns from Corporate HQ, you can only select the Segments created in Corporate HQ.

                      You can edit all campaign sections created by you, but you can't edit the Campaign Content section created by other Offices. Updated Office-created campaigns are saved in the Office account that created the campaign originally.            

• Email Template: Here, you can:        

  • Create campaign content templates.

  • View public templates created and published by your team.

  • Clone public templates created by the Marketing Pro content team to be used by your team.

  • Clone campaigns created by other Offices to use them.

• Note: You can also publish the campaign content templates created by you to be used by other offices. For more, see Manage Marketing Pro Email Templates.

   

For more about the Campaigns section, see:

• Marketing Pro Campaign Manager overview

• Create email campaign content

• Create direct mail campaign content

• Create campaigns

• Manage Marketing Pro Email Templates.

Audiences for Corporate HQ

The Audiences section in Marketing Pro has three sub-sections:

• Segments: Create and manage segments that help to understand, target, and analyze your customer base. You can also build segments to target customers with specific needs. For example, welcome new customers, upsell additional services, or win back past customers who have canceled their services. For more, see Manage Marketing Pro Segments. In the Segments sub-section, you can view and edit all your Corporate HQ and Office segments and their details. However, the segments you update from any office are saved back in the Office account that created the segment originally.
  
  When creating a marketing campaign in Corporate HQ, you can only select the segments you created in Corporate HQ. To use another Office's segment, first clone the segment and then use it within a Corporate HQ campaign. For more, see Actions you can take in Marketing Pro Campaign Manager.

• Contacts: Manage the contacts generated from the operation's Customer Relationship Management (CRM) of each individual office into Marketing Pro. For more, see Manage Marketing Pro Contacts. 

• Suppression: Manage the email suppression list so you won't send email campaigns to suppressed email addresses through Marketing Pro. For more, see Manage the Suppression list. Adding an account to the suppression list from Corporate HQ suppresses this account in all offices. 

  Tip: You can remove suppression accounts that were added by you and your offices.

  Note: Use the Office filter to quickly find suppression accounts that you want to export or remove.

Want to learn more?

• See Use Marketing Pro Analytics

• See Marketing Pro overview and basics for Offices