Marketing
Tell the people who agreed to hear from you something worth reading, and find out what came of it: audiences from what you already know, campaigns released in batches you press, journeys, and a calendar for what you post.
Getting started
These are the steps in the order somebody would do them. The same list is in the tool: press F1, or the control reading "How this works" at the top of the window.
1. Press New campaign and write what it says
A first campaign is one form: its name and its words, read as one of your customers would get them before anything is saved. It is for everybody whose permission is recorded until you pick an audience, and nothing is sent by writing, saving or preparing it.
2. Record who agreed to hear from you
On Set up, record each person's permission to be emailed and where the proof is: the form, the reply, the sign-up sheet. An unsubscribe is recorded the same way and outranks everything. Texting permission is Keyway Messages' and is read from there.
3. Build an audience from what you already know
Customer kind, a deal's stage, when the last job was, a tag. Every audience says how many it reaches and how many it leaves out, and why, before anything is written.
4. Write the words once
A template with the customer's name, their company and the day of their last job filled in, previewed against a real customer before it is used.
5. Prepare, look, then release in batches
Preparing writes each person's own words and sends nothing. Release sends the next batch, reads everybody's permission again at the press, and says for every row whether it was delivered, failed or left out. Nothing here sends on a clock.
6. See what came of it
A deal won or a job booked within the attribution window is credited to the last campaign that reached the person, and a line goes on the deal's own history.
The screens, and what to do first on each
Each of these opens with nothing on it on a new install. What the tool says on that screen is what this section says, because it is the same sentence.
No campaigns yet
A campaign is an audience, a template and the days it may be released in. It is prepared, looked at person by person, and released by you in batches.
First thing to do: Press New campaign and write what it says.
No audiences yet
An audience is a description of people you already have on your customer list, never a list somebody pasted. It counts who it reaches and who it leaves out.
First thing to do: Press New audience and say who it is for.
No templates yet
A template is the words for one channel, with the customer's name and company filled in for each person. Every email ends with how to stop hearing from you.
First thing to do: Press New template and write the words.
No journeys yet
A journey is a series of messages with days between them. Each step is prepared on its day and waits for your press; replying or buying takes a person out.
First thing to do: Press New journey and add its first step.
Nothing planned to post
Plan what goes on which network and when, with a picture from your documents and the person who will post it. They publish it in the network's own app and record the link here.
First thing to do: Press New post and write it.
Nobody may be emailed yet
A campaign email goes only to somebody whose permission is recorded here with its proof. An unsubscribe recorded here stops every campaign.
First thing to do: Choose a customer and record how they agreed.
If you get stuck
Write to support@keywaysuite.com. We answer within one business day. Keyway can send us what it knows about your installation: open the hub, go to About and press Get support. It writes one file wherever you choose and never includes your licence, a password, a customer name or a customer address.