Success Team Knowledge Series - Week 18 Email List Part 3

In the third and last installment of our Email List series. Today, we are going to create an embed form you can place on your website to collect leads as well as set up your first automated email series for prospects. If you do not have a mailing system set up yet, please refer to the previous articles available here. Since all email managers are not created equal, your system may work a little differently.

Create a lead capture form

We are creating a simple form you can add to your website to collect lead emails. Your website may already have an existing form, you will want to ask your provider how you can connect it to your mailing list manager. You can also look at the Integrations menu in your mailing list tool to see what providers it may already have connections with. As always the following is based on the MailerLite tool, your tool may look and operate a little differently.

Go to Forms - Embedded Forms - Create

On the next page give your form a name that will help you remember what it is, for example: Newsletter Form then Save and Continue 

Finally, you are asked what Subscriber Group you want to connect to your form. In this example, we will choose our NES Leads group.

Editing your Form

Use the tools provided in the right sidebar to edit the look and feel of your form. Select the text you would like to change and the corresponding edit section will open up in the sidebar.

Use the Settings tab to add specific settings to your form. Once someone subscribes you could choose to send them to a specific thank you page or perhaps send them over to the Free E-Book page from your replicated practitioner website.

Once your form is saved click on the Double opt-in tab then scroll down to edit the email your leads will receive and the default page they will be sent to.

Instructions and options on how to add your form to your website are available in the Embed form into your website section found underneath your main form page.

Creating an Automation

Click the Automation menu option in the left sidebar then New Automation

Then select the existing Simple welcome email automation click Select the Template

The default Automation is set up to do the following: when a lead is added to a specific group they are immediately sent one email.

Before you do anything else make sure to connect this automation to your NES Leads group.

Now that our automation is connected to the right group we can start.
We are going to set up the welcome automation based on the email series made available to you in the Marketing Section of your NES Portal. The full email series is visible here.

You can copy/paste the information for each email making sure to change or personalize any of the links and information as they relate to your practice.

Enter the title of your email, then click Edit, preview and modify your existing template as needed with the content from the Google Doc email series then save by clicking Done Editing

Next, we want to add a 1-day delay, then add another email and continue in the same way until our 10-email automation is complete.

Watch the video below:

So far we have created a signup form, we have added the form to our website, then created an automated email sequence and connected it to our NES Leads subscriber group - nicely done!

The last step will be to turn on our automation. You can do that by clicking the toggle in your main automation screen as shown here:

Final Step!!!

The last step that will be required from all mailing list tools will be to authenticate your sending domain. This is a measure Google and Yahoo are taking to dramatically cut down on spam and phishing emails.

Click on the authenticate link and follow the instructions. You only need to do this one time.

Wrapping Up!

We covered a lot in this 3 part series. Take your time with this and know you can always revisit any of these articles on the NES support site.
As you get more comfortable with your mailing list tool, I am sure you will come up with new ideas to share information with your leads and clients. You can use segments and create specific automation sequences for a very specific part of your audience.

Next Week 🙋

We will demonstrate how to use the NES Health app to scan.

✳️To ensure you receive all our future emails seamlessly, we recommend adding our email address to your contacts so you never miss a beat in our series.

❇️Miss an email? You can find the full Success Series here. 

You can reach us at customerservice@neshealth.com or (888) 242-5933 if you have any questions.

To your success!