Test by Morton Fraser Solicitors

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MORTON• FRASER LAWYERS

SENDING AN EMAIL UPDATE ON CONCEP Using Concep to send email updates to our contact database

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Concep

Concep acts as the firm's contact database and email system. It holds contact and client data enabling Morton Fraser to contact them with communications tailored to their interests. Concep can send email updates to our database, create surveys and distribute, and also collate contact data.

How to send an email update through Concep (Step by step guide)

Step 1

Logging in To get started on Concep, enter https://campaigner.concep.com/ into your address bar or click this URL in this document. You will come to the screen as shown below.

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) Once here you can login using the details below: Username: Morton_Fraser_Design Password: Concep2018!

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Step 2

Using pre-existing templates Once logged in, you will be on the main page of Concep Send. To navigate to the template you are going to use, under Welcome, click 'create campaign'.

Welcome CREATE A CAMPAIGN - launch the campaign creation process • Enter a Title for your campaign. which is seen only by you and can be change d later • Proceed through the campaign wizard to create your campaign in 3 simple steps: 1. Select a template and e<frt your text and images 2. Choose your recipients 3. Preview and send your campaign

This option will present you with all the available templates within Concep Send whether it be Employment, Immigration or More for Lawyers. If you do not see a template that correlates with what you are trying to send please let the Marketing team know so we can create one. Once you have identified the template you are using, click 'use' and this will start the email build process. Please routinely save campaigns using the save button at the top of the email, this will not make the browser leave the page. Step 3 Building an email The template layout for an email update should be as follows:

• • • • • • • • • • • •

Header image Email title - (please use the correct naming conventions, i.e. Name of email - August 2018) Email date Introductory paragraphs First story with image Second story with image Third story with image Fourth story with image Any other stories to be included with no images (limit stories with images to four as to shorten email length) Fact card information if needed Information about the team Morton Fraser branded footer

Please note if you are adding any links in this campaign or linking to articles, they will need to be added to the Knowledge Hub on the Morton Fraser site.

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From the template you have chosen, you will then need to edit it to make it relevant to send. Here is a step by step guide of what needs to be changed. 1.

The first thing you will see in the email build is the profile box at the top. Profiles are used as an indication of who is sending the email i.e. Morton Fraser Immigration. Select the profile related to the email you are trying to send, this can be the subject matter or a team member.

After selecting the profile, enter the 'email address' you would like to use to send. All reply emails to this email will go to the marketing team so they will be received.

Once this is done, enter the subject relevant to the topic you are covering i.e. Employment Law Update and the date you are sending it for example - June 2018.

The header image should already be within the template so this should not and does not need changed.

Change the email title to what you are sending i.e. Business Immigration update then underneath this enter the month you are sending i.e. June 2018.

Underneath this, will be the introductory paragraphs. If you have been provided with this by the author copy and paste it in, replacing the text that currently sits within the box. If you do not have this and do not require it, hover over the right hand side of the box and click the delete button (the rubbish bin icon). This action will push everything else underneath upwards.

Once the introductory paragraphs have been completed we move onto the stories.

Adding stories/articles Main article boxes are made up of four elements: Title of the article, image, description of the article and a read more button (link to the article.) Editing these boxes you should: 1.

Change the title to the article you are mentioning (best to type it out as to keep formatting)

Highlight the text that currently sits there, on the task bar that shows once the box is clicked inside, find the word icon (sixth icon from the top). This allows you to paste your text into the box. Paste your text into the box and click ok. This will then replace all the text with the text you pasted.

Changing the image:

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Click the image and it will bring up our image library. Within the image library there will be folders ordered by topic. Click the relevant folder and you will see the images available. Replace the image by clicking 'use' on the image within the folders. 4.

To replace the link on the button, double click the button. This will show the options for the button. To change the link, click update link. This will then bring up a place to enter a URL. Source the URL for the article from the Morton Fraser website in the Knowledge Hub after it has been uploaded. Paste the URL in the designated box, then click 'Create Link to URL'. Then click 'Update Button' at the bottom right.

This process can then be replicated across all main stories. Once four stories have been added with images, you can then just edit the title, the text and the button and not replacing images.

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Once all the stories have been changed and you are happy with the email, it is time to test send it to who is responsible for sign off i.e. the author or the fee earner responsible for email updates.

Step4 Test sending and sending email updates Once the email is complete, you will need to get it signed off and this can be done through a test send. Navigate to the top of the email and click 'save and continue to recipients'. This will bring you to our contact list. Click the 'contacts' tab. Using the search bar on the right, search for your email. Once you have found your email, click the tick box on the left of your email address. Then click 'Continue to Preview and Send'. Scroll to the bottom of the page, where you will be presented with four options. Click 'Send Test Campaign'. This will then send you a copy of the email that you can pass on for sign off. )

Sending to the contact list Once you have sign off go back into your email in Concep. (This may require logging back in.) You then should again click 'Save and Continue to Recipients'. Stay on the groups tab and select the group you wish to send to i.e. Employment Master or Immigration Master by clicking the tick box on the left. This will then show the amount of recipients you are sending to at the top of the page. Once you have selected the right group, click 'Continue to Preview and Send'. Scroll to the bottom of the page and click 'Send Campaign Now'. Your email is sent. Step 5 Once the email has been sent it will move into the reports tab. Please file this away in the relevant folder. You can do this by dragging by the 6 dots into the folder.

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Step 6

To create a report for the email you have sent, go into reports, locate the email you sent and click it. Once in reporting, click advanced and then executive summary.

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By default, this will select data to use. Click create and it will create an executive summary of the email for you that you can save and then send on or print. Executive Summary Your executive summary is below. You can drag and drop lhe panels as well as enter a title and notes. The headings ate also editable You can download yo..- report as a PDF or PNG file.

Share your report online. This will generate a URL that you can sham. Create Online Summary

Once you have created the report you can download a PDF to see how many people viewed the invite, how many people didn't and who didn't receive it (bounced). To find out who didn't receive the invite (number next to bounced) please contact the marketing team .

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