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Tuesday, December 4, 2012

Getting Started with Citrix Marketing Concierge. Sheralyn Felix, Sr. WW Online Channel Marketing Coordinator. Tuesday, December 4, 2012. Introduction to. No cost to the partner - FREE Citrix Marketing Concierge has been updated The home page has changed

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Tuesday, December 4, 2012

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  1. Getting Started with Citrix Marketing Concierge Sheralyn Felix, Sr. WW Online Channel Marketing Coordinator Tuesday, December 4, 2012

  2. Introduction to • No cost to the partner - FREE • Citrix Marketing Concierge has been updated • The home page has changed • The Campaign Center functionality has been enhanced • Send email blast directly from Marketing Concierge to your contact lists • Create, manage, and promote live or virtual events through the Event Center • Find the resources you need in the Marketing Library • Purchase turn-key marketing activities with Full Service Marketing • Get email and landing page metrics

  3. Introduction to - Agenda • System Requirements & Logging In • Personalize this Site • Campaign Center/ Upload Contact Lists • Review, download resources and execute activities • Event Center • Create a live or virtual event • Marketing Library • Reporting • Support Citrix Confidential - Do Not Distribute

  4. System Requirements and Logging In

  5. System Requirements for the Best Experience • Windows: 7, Vista or XP Service Pack 2 • Intel Pentium III 450 MHz or faster processor, or equivalent 128 MB of RAM • Mac: OS X 10.4.8 or above • Intel Core™ Duo 183 GHz or faster processor, 128 MB of RAM • Browsers • IE 8.0 or higher, Firefox 9.0 or higher, Safari 5.0 or higher, Chrome 12.0 or higher • Download Microsoft Silverlight 4.0 or higher • www.microsoft.com/silverlight/get-started/install/default.aspx Citrix Confidential - Do Not Distribute

  6. Access to • Log in to “Partner Central”> “Marketing” • Choose “Marketing Programs” OR “Marketing Concierge” (related links) * Partner Central: https://www.citrix.com/partnercentral/home.html

  7. - Home Page

  8. Personalize This Site

  9. Personalize This Site Log in, scroll down to see your profile Click “Personalize this Site” Once there, use the tabs to the left to complete your site personalization Citrix Confidential - Do Not Distribute

  10. Personalize This Site – My Profile Add your photo, salutation, and update your contact information. Citrix Confidential - Do Not Distribute

  11. Personalize This Site – General Information Update your business address, add an email footer and add social networking links for your company if you have them available. Choose your company color to further customize campaign assets to match your brand. Citrix Confidential - Do Not Distribute

  12. Personalize This Site – Logos Upload logos in various formats. You can load multiple logos and select a default. Citrix Confidential - Do Not Distribute

  13. Personalize This Site – Users If there are multiple users in your partner organization, you will find them here. Citrix Confidential - Do Not Distribute

  14. Personalize This Site – More Info Add a brief description on your company. This will be used when creating events through the tool. Citrix Confidential - Do Not Distribute

  15. Personalize This Site – Privacy Statement A privacy statement is required to create events.You can link to your policy or copy and paste in the tool. There are links to help you create a privacy policy if needed. Citrix Confidential - Do Not Distribute

  16. Let’s get started customizing campaigns! Citrix Confidential - Do Not Distribute

  17. Campaign Center

  18. Welcome to the Campaign Center Citrix Confidential - Do Not Distribute

  19. Campaign Center Navigate to the Campaign Center to get started Citrix Confidential - Do Not Distribute

  20. Campaign Center “Click” on build a Go-To Market Campaign Citrix Confidential - Do Not Distribute

  21. Campaign Center – Search for Campaigns You can search by filter Use the filters and click “search” to locate a specific campaign. Citrix Confidential - Do Not Distribute

  22. Campaign Center – Search for Campaigns Hour Glass gives full description on one click Mark your favorite campaigns Citrix Confidential - Do Not Distribute

  23. Campaign Center – Campaign Landing Page Review who the campaign is targeting Review reasons to use the campaigns Read the campaign description for additional information Mark it as a “favorite” campaign Citrix Confidential - Do Not Distribute

  24. Campaign Center – Customize Activities Select an activity Customize and preview in real time Download or execute your activity, directly in the tool Citrix Confidential - Do Not Distribute

  25. Campaign Center – How to Customize Activities • If it is an email, you can send a test email to yourself and/or others in your organization to review and/or to approve • Once approved, choose a pre-loaded contact list • You can send out the email immediately or schedule • If it is a print asset, you can save, download or email • Don’t forget that reporting is available to measure success Citrix Confidential - Do Not Distribute

  26. Campaign Center – How to Customize Activities • Customize the asset and preview instantly Citrix Confidential - Do Not Distribute

  27. Campaign Center – How to Customize Activities • Finalize your asset Citrix Confidential - Do Not Distribute

  28. Campaign Center – How to Customize Activities • If it is a print asset you can download, email or save for later Citrix Confidential - Do Not Distribute

  29. Campaign Center – How to Customize Activities • If it is an email, send a test to yourself to preview and approve Citrix Confidential - Do Not Distribute

  30. Campaign Center – How to Customize Activities • Once approved, choose a contact list and a time to send Citrix Confidential - Do Not Distribute

  31. Event Center

  32. Event Center Navigate to the Event Center to get started Citrix Confidential - Do Not Distribute

  33. Welcome to the Event Center Citrix Confidential - Do Not Distribute

  34. Event Center – Create a Live or Virtual Event Create an event using an existing Citrix Campaign Create a custom event Copy an existing event Citrix Confidential - Do Not Distribute

  35. Event Center – Select Target Audiences & Topics • If using an existing Citrix campaign, the Audiences and Topics will be pre-selected but editable. Citrix Confidential - Do Not Distribute

  36. Event Center – Date, Time and Description • Select the date, time (check-in, start and end), time zone and language. Add a description of the event for your attendees. Citrix Confidential - Do Not Distribute

  37. Event Center – Virtual Event Information • If it is a virtual event, you will add the GoToMeeting & dial-in info Citrix Confidential - Do Not Distribute

  38. Event Center – Live Event Information • If it is a live event, you can add the address or select a saved location Citrix Confidential - Do Not Distribute

  39. Event Center – Additional Options • You can select the maximum and target number of attendees, set reminders, customize your confirmation message and more. Citrix Confidential - Do Not Distribute

  40. Event Center – Review, Save & Activate • You can review your event and make changes. Then you can save and activate later, or save and activate now. Citrix Confidential - Do Not Distribute

  41. Event Center – Invite Attendees to Your Event For email invites, you’ll be given a URL where users can register directly For print invites, you’ll be given a unique code and website to share with users to register Citrix Confidential - Do Not Distribute

  42. Contact Lists

  43. Contact Lists When you are on an interior page, such as Campaign Center, use the secondary navigation to get to Contact Lists Citrix Confidential - Do Not Distribute

  44. Contact Lists - Overview In Contact Lists you can create, add or edit contact lists to send emails to directly in the tool You can see lists for you or your organization Manage your unsubscribe list Citrix Confidential - Do Not Distribute

  45. Contact Lists – Create a List • Name your list. Optionally, you can create a custom salutation format that will use the fields you designate if you use the file upload option in the proper cited format. Citrix Confidential - Do Not Distribute

  46. Contact Lists – Choose Your List Format • Choose how you’d like to add contacts to your list – there are four options. Make sure to review the Anti-Spam policy! All contacts must be opt-in. • Contact List Formats • Type or copy emails directly into the tool • Type or copy emails and contact information directly into the tool • Import e-mail addresses from a list of event attendees • Import a list of contacts from a file on your computer Citrix Confidential - Do Not Distribute

  47. Contact Lists – Choose Your List Format • Option 1 – Type or copy email addresses directly into the tool Citrix Confidential - Do Not Distribute

  48. Contact Lists – Choose Your List Format • Option 2 – Type email addresses and contact information directly into the tool Citrix Confidential - Do Not Distribute

  49. Contact Lists – Choose Your List Format • Option 3 – Import e-mail addresses from a list of event attendees Citrix Confidential - Do Not Distribute

  50. Contact Lists – Choose Your List Format • Option 4 – Import a list of contacts from a file on your computer (must be .CSV format, the tool does not accept excel files) To save an excel file as a .csv, just select “Save As” and choose CSV (Comma delimited) as the format. Citrix Confidential - Do Not Distribute

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