3 SwiftPage Tricks to Help your eMarketing

If you want to get better use out of SwiftPage eMarketing, here's three tips & tricks that are easy to implement. Additionally, if you are currently using another email marketing program such as ConstantContact, you might want to take a look at SwiftPage (if you're an ACT! user, or keep all your contacts in Excel, it's a must!!!) - contact me and I can show you the benefits of switching.

Tip #1: Embed your web form/survey in your website.
Although you can customize the SwiftPage background to mirror your branding, sometimes it's better to actually host the survey/form on your website. For example, to turn a lengthy survey into multiple columns for better screen layout, or use JavaScript to check fields. Extended details are available in this support article, but here are the basics:

• Create survey/form 
• View Source of HTML page and copy the “form” part of the HTML to your own web page 
• Change the information after "action=" to the full URL of the survey - which is just a techy way of saying the original URL of the survey on SwiftPage's site 
• Now you keep users on your site, but when they click Submit, the data is transferred to your SwiftPage account 

For an example, my Contact Us page is actually a SwiftPage survey embedded on my site, matching the style of my site. Responses still go into your account, and then get sync'd with ACT!, Excel, or SalesLogix, depending on your CRM system.

Tip #2: Use Dynamic Groups to track survey/form respondents
When SwiftPage is setup in ACT!, it creates a few fields, one of which is "SwiftPage Import Status". By creating a dynamic group based on that field containing data, every contact - whether created or updated via a survey/form - is added to that group. This way it is very easy and direct to pull contacts who've entered data on your web forms. Be sure to read my blog on dynamic groups.

Tip #3: Route Survey/Form Contacts via eMail Rules
This tip is very, very powerful and is actually a feature of your mail system using SwiftPage data. If you would like different survey/form responses going to either different people (e.g. members of a sales team), or into different folders in your mail system, you'll want to use rules to scan the submissions and route them effectively. I have configured this to distribute entries to sales people (using Microsoft Exchange Server) based on the geographic location of the person filling out the form, and I personally use it to put different responses into different labels using GMail.

For starters, you only need two things: 1) ensure that each time a survey/form is submitted an email is sent, and 2) that the email it is sent to can handle rules. After that, on your mail system/account:

1. specify a rule that scans the incoming mail messages from the SwiftPage server 
2. choose your criteria (text to scan) - e.g. "State=CA,OR,WA", "Request=demo", or "Request=support" 
3. choose the email addresses, or any other action - such as move to a folder - and finalize the rule 

This is very different for each mail server, as well as for each survey/form, so please contact me for details relating to your system and requirements. I'd love to help you get better use from SwiftPage.