Learn How to Create
gURL Campaigns, Landing Pages and
Web-to-Lead Forms
Genius.com, Inc.
2400 Broadway St #130
Redwood City, CA 94063
1-888-6-GENIUS (1-888-643-6487), Option 2
+1-650-212-2050, Option 2
[email protected]
[email protected]
gURL Campaigns, Landing Pages and Web-to-Lead Forms
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Contents
1
What is Genius?
1
2
Getting Started
2
3
Genius gURL Campaigns
3
4
Genius Landing Page Designer
12
5
Genius Web to Lead Forms
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Additional Genius Resources
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Contact and Support Information
39
SalesGenius
Users
Guide
gURL Campaigns, Landing Pages and
Web-to-Lead
Forms
1
1
What is Genius?
Our E-mail Marketing solutions includes
powerful lead capture and ground-breaking
marketing activity tracking. Marketers can
easily build and deploy Web to Lead forms
to capture conversions from all activities,
including social media outreach. Using
the Genius URL shortener, any activity
including social media outreach is tracked
through conversion, so marketers know
which campaigns are the most effective in
producing leads and opportunities. Once
leads are known, follow up is a snap with
Genius.
Genius meets the needs of Marketing &
Sales teams by providing the following
marketing and social media solutions:
•
Point and Click Web to Lead form creation
•
Triggered Response
•
Multichannel Tracking
•
Social Media Marketing
•
Landing Page Creation and Hosting
Genius lets you know about all new lead/
contact activity through social media
outreach right on your Genius home page.
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2
Getting Started
To begin using the Genius
service, simply login with your
e-mail address and password.
Make sure you check the
“Don’t log me out when idle”
checkbox. This should prevent
you from getting bumped off
if you’re taking a little more
time to work on features like
templates and SmartGroups,
or if you’re performing other
Genius tasks.
If you have a marketing profile, you’ll see a screen like the one shown below. You can get a
quick view of new lead/contact and e-mail activity from the interactive charts. You also can
quickly link to marketing and sales reports as well as other Genius resources.
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Genius gURL Campaigns
Genius lets you attract and
engage with your customers
and leads/contacts by creating,
tracking and measuring social
media campaigns. Genius’ URL
shortener (“gURL™” for short)
is specifically designed to track
both structured marketing
campaigns and ad-hoc socialmedia interaction. gURLs enable
any social media participant in
a Genius customer organization
to include trackable links in
their Twitter, LinkedIn or other
social media posts.
Creating gURL Campaigns
To use Genius social marketing
features, you must create a
campaign.
1. Select “gURL Campaigns”
from the “Marketing” menu
option. Or, select “gURL
Campaigns” from the
Additional Reports section
of your home page. This will
launch the gURL Campaigns
page, where you can either
create a new campaign or
access current ones.
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NOTE:
The “Type” column lists the type of social media targeted for each particular campaign.
You can design your campaign around Twitter, Google Adwords, Facebook, blogs and other
types of social media.
2. Click the “Create Campaign’’
button. This will launch the
gURL Campaign Editor, as
shown in the next step.
3. Type in a meaningful name in the appropriate field so you can track your campaign.
4. Type in a “Destination URL.” In the example above, this is the URL where a white paper
can be found. This URL will be shortened into a gURL that can be tracked.
5. Select a “Lead Source” from the drop-down list.
6. Select an “Owner” from the list. It defaults to your name.
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7. Type in additional
information in the fields
provided. These are optional
fields that let you describe
your gURL campaign to
distinguish it from other
campaigns. You can also
include start and end dates.
8. Uncheck the “Active” box
to designate the gURL
campaign status as inactive.
The default is “Active.”
9. Click the “Save” button. This
launches a pop-up window
that displays your new
shortened, trackable URL, or
gURL.
10.Click “OK” to return to the
gURL Campaign Editor.
Notice that your new gURL
is displayed under the gURL
Campaign Information heading.
You can now embed this gURL
in a Twitter or blog post, behind
Google Adwords for search
marketing, or anywhere you
want to place a trackable link.
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Genius encodes your shortened
URL so it can be tracked when
customers or prospective
customers click through.
Someone may have been
previously following your
company on Twitter, but once
they click the link, they’re
assigned a cookie in their
browser that Genius can track.
Genius can then also track
clicks to other pages on your
website, giving you a sense of
their level of interest.
Later on, if the prospective customer Googles your company, a search result will appear. The
example below shows a sponsored link, which is an ad that appears at the top of the search
results page. Clicking on the link takes that person to a form where they can enter their
information and download the items mentioned in your Twitter post.
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When the prospective customer
fills out and submits the form,
that person makes themselves
known to Genius, and Genius
captures that lead/contact.
Now that lead/contact can
be tracked within the Genius
service.
The next chapter will explain in
more detail how to create Web
to Lead forms in Genius.
Viewing gURL Campaign Reports
Genius lets you view details such as the number of people who clicked on the gURL, the first
and latest clicks, and a list of the people who became gURL campaign members by filling
out a Web to Lead form. Click “View” to launch a Campaign Report page for a particular
campaign.
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As shown on the right, the
gURL Campaign report displays
relevant information for this
particular campaign, including
useful statistics that let you see
how it’s progressing.
Clicking the “Export” button
sends information to an Excel
file that allows you to view the
IP addresses of the people who
did not identify themselves by
filling out the form. Also, the
Excel file shows the dates and
times they accessed your site.
Clicking a “View” link in the
Contact History lets you see
more detailed information
about an individual campaign
member. Remember, gURL
Campaign Members are those
individuals whose information
Genius captured when they
filled out a Web to Lead form.
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The Contact History page below shows how Genius tracked the anonymous click path that
led this person to eventually fill out the form.
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Creating the Custom Domain for gURLs
The steps in this section describe how to administer your DNS (Domain Name System) to
make it compatible with the Genius service. DNS translates domain names (e.g., www.
genius.com, www.yourcompany.com) into IP addresses. If you are an administrator for your
DNS, follow the steps below to create the custom domain for gURLS.
Customer-side Steps
1. Administer the DNS for your domain.
2. Add a Zone Record to your domain.
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3. Select “CNAME (alias)” from the Record Type menu.
4. a. Add the alias that will be in front of the domain. This should be something short
and not already used as an alias on the domain. We’ve entered “gurl” in the example
below, but it can be something as simple as “a,” “b,” “g” or “z,” or some other short or
meaningful text string.
b. Add “gurl.im” as the domain the alias will point to.
Genius-side Steps
Edit the Team. Add the alias (“gurl.pandapartners.com” in the example above) to the
“custom gurl domain” field on the team record. Do not enter “http” into the field, just the
custom domain alias/string.
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4
Genius Landing Page Designer
A landing page is a dedicated page you send people to via pay-per-click advertisements
(PPC), promos on your website, social media or organic search. These pages can also host
Web to Lead forms. A well-designed landing page can increase conversion dramatically. We
have some tips on our blog on how to design and optimize your landing pages.
Creating landing pages in
Genius is a three-step processs,
and our landing page designer
gives you maximum design
control. Simply drag boxes,
text, web to lead forms,
buttons and social media
buttons and drop them where
ever they need to go on the
page.
Customize your landing page
using the Genius inspector,
with its easy-to-use sliders and
color pickers. Changing the
layout and formatting, including
fonts and colors, can be
accomplished in seconds. You
can also customize the landing
page link using vanity (c-name)
URL technology to represent
your own company branding.
You can also create and
manage your own landing page
templates. Simply upload your
template and define which
regions can be edited, removed
or styled with the editor.
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Launching the Landing Page Designer
The Landing Page Designer is
accessed by clicking “Landing
Page Center” under the
“Marketing” tab. The first thing
you’ll see are the pre-designed
templates, as shown below.
This is a growing library of
templates we have built to give
you a quick starting point for
your campaigns.
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Launching Templates
When you hover your mouse
over a template, it becomes
selectable. Click on the
template to launch it. The
example below shows a
template launched for editing.
The Design Lab objects on the
right, such as the inspector,
expand and allow you to
customize the page.
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Editing Templates
The dashed lines around
elements on the template are
editable regions. If you hover
over certain editable regions,
a pop-up box appears which
gives you the option of editing
that region. Click on the pop-up
box to edit the content in the
HTML Editor window, as shown
below.
The HTML Editor allows you to write and format text with familiar editing tools. You can also
add images, links, tables, mail merge fields as well as edit the actual HTML. You can even
use the tools to paste text from programs like Microsoft Word.
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Click “Accept Changes” in the
HTML Editor to save your edits.
Your changes are reflected
immediately in the template.
If you scroll down the template
page, you’ll notice many
editable regions that you can
customize or even delete.
Editing with the Design Lab inspector
You can select and inspect
areas of the page for height,
background color or other
attributes. Click on an area
to inspect it. Once an area
is selected, it becomes
highlighted with a red outline.
Also, the inspector panel opens
up on the right. The inspector
panel allows you to change
certain visual elements without
knowing HTML or CSS.
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You can change the height, background color, border color and border style of a highlighted
region by editing the attributes in the inspector panel. The border thickness and corners can
be adjusted with the sliders.
You can also change images
and their attributes in the
inspector panel. Select the
image to highlight it, then
either browse for a new image
or change the height and width
of the existing image.
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Adding New Content Sections to a Page
You can add boxes, text,
images, Web to Lead forms,
custom HTML, buttons and
social media button with the
tools in the Design Lab. Click
the “tools” object on the right
to open up this panel. Adding
elements is a simple drag
and drop operation. Read
the sections that follow for
instructions on using these
tools.
Adding boxes
Click the “Add Box” tool to add an editable region on the page. Nest, just drag and drop it
where you’d like it go.
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After adding a box, you can
click to drag it anywhere on
the page. You can also resize it
by dragging on its borders, or
delete it by clicking the “x” in
the top-left corner.
Click on the box to open the
inspector panel, which allows
you to further customize the
box. The “Send to Back” button
allows you to place the box
behind other elements. Notice
that you can also adjust the
transparency with the slider
if you want to create a semiopaque effect.
Adding text
Click the “Add Text” tool and drag it on the page. After dropping the text box on the page,
click it to open up the HTML Editor. Add and format your text in the editor, then save it to
add it to the page.
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Adding images
Click the “Add Image” tool
and drag it on the page where
you want to add an image.
Next, browse for an image in
your image library, as shown
below on the right. The library
contains design assets you can
upload and store in the Genius
service. It allows you to access
the same images used in your
e-mails, which is important for
maintaining a consistent look
and feel across campaigns.
Right-click to select an image.
It will be inserted onto the
page. The examples on the
right show the Genius logo in
the image library and after it
has been added to the page.
After adding your image, you
can re-size by dragging the
borders. You can also delete it
by clicking the “x” in the topleft corner.
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Adding Web to Lead Forms
Any Web to Lead Form created in the Genius service can be easily added to Landing Pages.
Click the “Add Web2L” tool and drag it on the page where you want to add the form. A popup box appears that allows you to search for and select a specific form. Click “Add” to add it
to the page.
NOTE:
If you’re a Salesforce.com user, these form fields link to Salesforce automatically.
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Adding Custom HTML
If there is something you or your designer like to add that isn’t already present in our
drag-and-drop interface, we’ve included an “Add Custom HTML” tool. This can be especially
useful if you’d like to include YouTube or Vimeo videos on your landing pages. Click “Add
Custom HTML” and drag it onto the page. A pop-up box appears that allows you to add your
HTML. Once added to the page, it can be edited, deleted or customized with the inspector.
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Adding Buttons
You can add pre-styled buttons to the page with the “Add Button” tool. This can be useful
if you’d like to direct people to a sign-up page, for example. Simply drag and drop a button
onto the page. A pop-up box appears that allows you to add button text and a link. Once
added to the page, it can be edited, deleted or customized with the inspector.
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Adding Social Buttons
You can easily add links to your Facebook, LinkedIn or Twitter accounts with the “Add Social
Button” tool. Simply drag and drop the object onto the page. A pop-up box appears that
allows you to add links to your accounts. Once added to the page, it can be edited, deleted
or customized with the inspector.
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Editing basic styles
If you’d like to change the
overall style of the page, click
on “basic styles” in the Design
Lab. You can adjust the font
to match your branding, and
we’ve included a long list
of font sets to choose from.
You can also change the
background color of the entire
page by selecting a different
color. These changes are
applied universally across the
page.
Editing the page title
If you’d like to customize your
page title and description for
SEO purposes, we’ve included
a “page info” section in the
Design Lab. Click to expand
the section, then add your
information.
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Using the Design Grid
A useful feature for precise
layout is the design grid. It lets
you align elements on the page
with an overlaid grid. Click to
turn this feature on or off.
Managing Images
Another useful feature is the
“manage images” link at the
top of the page. Click to access
and manage your image library.
Saving Your Work
Genius saves your progress
every 15 seconds, so you don’t
have to worry about losing
your work. Also, the “Save
and Close” button below the
inspector can be clicked at any
time.
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Accessing Your Saved Landing Pages
Once your landing page
is saved, you can access
it anytime by retuning to
the Landing Page Center
(“Marketing” > “Landing Page
Center”). Click “my drafts”
to access all of your landing
pages. You can edit any of your
landing pages by selecting
them.
Publishing Landing Pages
Once your landing page is
ready to go live, click the
“Publish” button associated with
it. Follow the steps on the next
page to continue.
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Next, click to confirm that you
want to publish the page. After
clicking the “I’m Sure” button,
your page is available to the
public and ready to use in a
campaign.
You can access all of your
published pages under
“published” in the Landing Page
Center, as shown below on the
right. Click on a published page
to view it in a browser window.
Click “unpublish” if the page will
no longer be used.
After publishing a landing page,
it’s ready to use in a campaign.
Simply copy the link in the
browser window and place it
in a Genius e-mail to get your
campaign up and running.
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Creating Your Own Templates
We’ve made it easy if you
want to create landing page
template that matches your
own branding and design
aesthetics. To start, click “new
template” in the Landing Page
Center. You’ll have two panes
for designing your template:
“HTML” and “Preview.” There
are some required classes that
are described on the right that
enable some landing page
features. geditable defines the
drag and drop region. editable
defines whether your text can
be edited in the visual editor.
selectable defines whether
you can use the inspector pane
(width, height, border, etc).
Inserting HTML
You can drop in your own
HTML, or you can use the
“load boilerplate” button at
the bottom. The example on
the right shows the boilerplate
HTML, which is a basic landing
page that you can further
customize.
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Previewing the template
If you click on the “Preview” tab, you can see what your page looks like. The example below
shows the boilerplate HTML in preview mode.
Editing and approving the template
If you click the “Save & Close”
button, you’ll be taken back
to the Landing Page Center,
where you can view your new
template under “template
drafts.” You can either edit
the draft by clicking on it,
or “approve” it and make it
available as a landing page.
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Editing approved templates
Approved template are
accessed under “My templates
in the Landing Page Center. This
template can now be edited in
the Landing Page Editor like any
Genius pre-designed template,
as shown below.
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5
Genius Web to Lead Forms
Leads/contact capture only
happens after someone fills out
a Web to Lead form. Think of
the form as a bridge between
who remains anonymous and
who becomes a campaign
member. Genius lets you design
Web to Lead forms that you
can include in your marketing
campaigns. Once you’ve
created your form, it’s easy
to generate the form’s HTML
so you can place it on your
company’s website.
Creating Web to Lead Forms
To access the form editor, first
select “Web to Lead Forms”
under the “Marketing” in the
main menu. Or, select “Web to
Lead Forms” in the Additional
Reports section of your Genius
home page. Both options will
take you to the Web to Lead
Forms page, as shown on the
next page.
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The Web to Lead Forms page displays all of the forms created within Genius. The search
function allows you to filter for specific forms. The “Export” button lets you transfer the data
to an Excel file which you can then download. The “Show:” menu lets you filter for “All,”
“Active,” and “Archived” forms.
1. Click the orange button to create a new Web to Lead form. This will launch the editor, as
shown in the next step.
2. Type in your information in the appropriate fields. Give your form a name, an owner and
a new lead/contact owner (if it isn’t you). Also include a URL which will be the landing
page after someone successfully completes the form.
3. Choose an “Auto-response E-mail” from the drop-down list. This is simply the e-mail that
you’d like Genius to send to everyone who completes the form. You can choose “None” if
you prefer. You can also create a new e-mail by clicking on the link.
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4. Select a “New Lead Owner” from the drop-down list if you want to change it to someone
other than yourself.
5. Select the appropriate “De-duplication” option, as shown above. This determines what
information you want to update if someone is already in your lead/contact database. The
default is the “On” option. You are also given three overwrite options. Think about your
use case when choosing among these options; the “Only insert...” option is the default
and is the most conservative of the three choices.
6. Click the “+” and “-” signs to add or delete input fields. When you add these fields, think
about the specific information you will want to capture from your leads/contacts. The
drop-downs let you choose from a list of many standard and custom fields.
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7. Reorder your fields by mousing over the four horizontal bars associated with the field
you’d like to move. Simply drag the field up or down to put it where you want it.
8. Select from the options in the Hidden Fields drop-down lists. These fields are visible to
you, but not the site visitor. Hidden fields are edited in the same way as non-hidden
fields, and they are useful if you want to assign points based on someone filling out the
Web to Lead form or if you want to assign a lead source. You can add or delete hidden
fields by clicking on the “+” or “-” signs.
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9. Enter any other descriptive information about your form that you’d like to include.
10.Click one of the “Save”
options. These options are
described below.
Previewing displays a very
simple web page with your
form, as shown on the
immediate right.
Choose “Save and Generate
HTML” if you want the page to
go to production. The example
on the far right shows sample
code. Copy the HTML and
forward it to your web team so
they can create the form page
on you website.
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Web to Lead Form Reports
Once you publish your form,
you can go back and check for
activity such as conversions.
Select your campaign from
the Web to Leads Forms page
(“Marketing” > “Web to Lead
Forms”) and click the “View”
link on either a form editor
page or the Web to Lead Forms
page. This launches a report for
that form, as shown below.
Notice that the Web to
Lead Form Report displays
conversion numbers as well as
date and time information for
the first and latest conversions.
Also, you can pull up the
Contact History for a particular
member by clicking on a “View”
link.
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Additional Genius Resources
Genius help is always only a
click away. Just click the “Help”
link at the top of any page,
then select whether you have
a Salesforce or non-Salesforce
connected account to access
the Genius Help Center.
The Genius Help Center
provides a large selection of
resources, including FAQs,
tutorials, user’s guides as well
as information on upcoming
webinars. Use the search tool
to quickly find information.
Of course, live help is always
available if you need it.
Contact and Support Information
Genius.com, Inc.
2400 Broadway St #130
Redwood City, CA 94063
1-888-6-GENIUS (1-888-643-6487), Option 2
+1-650-212-2050, Option 2
[email protected]
[email protected]