SharpSpring Ads

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SharpSpring's Perfect Audience Advertising Platform

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How to set up automated actions with Sharpspring 🔝 Sharpspring Marketing Automation Demo

hey everyone this is bj with petronella,advanced marketing and seo and i'm just,here to do a quick video to show you,um a piece of software we found that,helps to generate leads,um it's a marketing automation tool and,it's proved highly useful for us highly,beneficial,and same thing for some of our clients,and we deal with some people,in different industries and a couple of,them have,literally went to like top ranked in the,nation,in sales and this tool has been a major,factor in that,the leads that are produced by this tool,are second to none,so i want to show you um the software,and i'm not trying to sell you anything,just kind of want to,give this information to you as,something to consider give you a few,tips on your digital marketing,um just to help out in this time it's,you know hard for all of us and so,um you know if you run a small business,or a medium-sized business you know the,biggest pain,is um generating new leads how to find,new leads,and then once you have those leads how,to work those leads effectively and,efficiently and that's what this tool,um helps with so we'll just take a quick,run through and i'm going to show you,some of the key features,so when i'm inside of the sharp spring,tool so i've got my marketing tab here,and then um so first thing is forms so,how do we find,leads right so um we live in the digital,age everything is on the web,so that's where traffic is that's where,customers are that's where,we need to be focusing our marketing,efforts so um,people are are going online and they're,looking for things right so if they're,looking for something that i can offer,or provide then i want to be,i want to be found by these people so,one way to do that is,forms so um i can take form code from,sharpsbring and when i use the word code,don't be alarmed by that you do not need,to know how to code to use this tool,sharpspring does all that behind the,scenes for you you click and you know,pick on,you you click like like what i'm doing,here and things are automatically,translating,translated to code so don't let that,word scare you,so um i have forms here and,if you look at some of the forms that,i've built so i've got these forms,um and they're all over the internet so,i've got these on all different websites,of ours i've got it on different landing,pages,so um if someone lands on one of these,forms that i've built through,sharpspring which is literally,takes a few seconds to build um and then,i copy and paste that code,to my web page that form then sits there,like for an example a contact us,form so then the customer or the,prospect,goes and fills out that form or any one,of these forms that i've got,on on the internet and they fill out,that form with their name their address,their phone number or whatever fields i,ask for we've got people that ask for,you know do you rent or own your home,are you an existing client of ours what,are you looking to find you know the,sky's the limit um,it is best to keep your form simple the,more

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SharpSpring CRM Overview

so what is sharp spring that would take,a lot of video to explain all the,different things that sharp spring does,so I'm just going to go through some of,the main points here we see wheel and,once we log in on the domain page that,shows maybe some current opportunities,shows last emails that have been created,some lists just come to give you all,overview of everything that's going on,let's dig into this one of the first,things is the contact manager and this,is a list of all of your contacts that,you have in your CRM you can search for,different a lot of different criteria,let's take a look at this first one so,this came from a top local agency,campaign that we're running it doesn't,have a lead owner assigned yet so we can,just assign one of our team members that,lead and now emails will start coming,from from Derrick for this person they,have a lead score 40 we can create you,know how this leads score is built by a,lot of different things that they're,doing social media emails they're,receiving information that we have from,them what pages they have looked at on,our site what their persona is a lot of,different things goes into building the,score you could also send them a smart,email a pre-populated email that'll,stick their name in there and send right,up to them and it's a trackable email,and a lot of other things we could do,here,now we're gonna click into this contact,take a look at them,since Derek's a lead owner he could put,an alert on them at any time to come,back to the website or open an email,there I'll get alerted kind of neat if,you're actively following up for that,person you could add notes if you talk,to him like a phone call see a lot of,information over here for the company,the URL there was social media he was,connected to it would also show that,information right here you could click,and go right to it,I fell leave this is everything this,person's done so you can see exactly,where he came from you see every page he,looked at and you can see you filled out,a form email was sent and might not have,been open yet membership it's just all,the different actions campaigns devices,all the different things PC a lot of,different things that he's doing so,that's our contact record if you come,over here and just sort by lead scores,and search by name a lot of different,things you can do there let's move on,over to content let's take a look at,emails so when someone fills out a form,when they do something on our website we,had these follow-ups I'm gonna take a,look at that this person would have,filled out a form on our website to,request a free paid advertising review,and say hi Joel we're working on your,report,there's some other things here's a,sample report when they click on that,it'll show us that they've clicked on it,and the client also gets you know a,sample of what they're gonna do just,keeps them engaged and that again it's,gonna add five points to the lead score,if they click on this still building,that lead score keeping the

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SharpSpring Marketing Automation Demo

hey this is beau with focused engagement,i'm excited for you to join me today on,this,demo of sharp spring which is the,automation platform,that we recommend for i got my sharp,spring shirt on,so we're in sharp spring mode we're,happy we're excited,so this could be really high level,overview uh mostly because if i was to,go into everything,that sharp spring could do and we'd,be here for a day or two so uh,today will be a high level overview,we'll go over some really really cool,things that sharp spring can do for your,company,and over the course the next few months,i will create individual videos for,all the other features so let's jump in,right away and uh so first i want to,show that we have,two different dashboards or two,different,sections of of sharp spring we have,sales and we have marketing,and some of the menu items um,are the same between the two rather,you're in sales and marketing you can go,into,contacts you can go into visitor ids but,there's differences,uh in in what you can do so uh,if you so if you've got a sales team,they're gonna be spending most of time,in here your marketing team's gonna be,spending most of time in here,uh but uh either way,you have access to both so uh we're,gonna start,with automation because obviously,this is a marketing automation platform,uh you,you are you've come into this because,you're interested in marketing,automation,in one form or another uh most likely,you you uh clicked on my,landing page and filled out the form and,stated that you wanted to,see a recorded demo as opposed to a live,demo,i say most likely because i will,probably,uh repurpose this and use it for other,things as well so,you may be watching this on youtube or i,may have just emailed it,to you directly i'm not sure yet but uh,right now my purpose for this is uh from,my landing page,into the demo video so uh most likely,that's how you're seeing that,so um so we'll go into the automation so,in automation we have two primary areas,we have scheduled events and personas,but we're going to go over workflows and,action groups today,uh so a workflow is essentially a visual,based,program that that tells sharpspring what,you,want it to do in the automation okay so,every workflow starts with a trigger,and we have a lot of different options,to trigger a workflow,so this particular workflow is actually,the,the workflow that i created specifically,for this,demo video so i started it with,um you filled out a form that i had on,my landing page called marketing,automation demo,now one of the beauties of automation,why this is such a great tool the whole,concept,really the whole concept between uh of,inbound marketing digital marketing,whatever you want to call it,is in general is to be able to get,the right content to the right people,at the right time okay it doesn't do any,good to send content to somebody that,is a not interested in your product,right now,uh b if they're uh if they're if they're,already a lead you've already talked to,them and they

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SharpSpring Training Video 12 Analytics

hi this is Chrissy goth real welcome to,sharp spring training today we're gonna,go through some analytics and how to use,and how to process an export analytics,within sharp spring it's a very powerful,tool it helps you steer your business,how to make good decisions based on data,data is very important in our company,the uncommon ground we're very focused,on process and part of your process is,analyzing data so we get really excited,about this part of sharp spring because,it's a coffee matakohe instance here,that we use for demos isn't a real,company we don't actually have any,traffic so you can see we've had one,visitor which would be me so what we're,going to do is go into the uncommon,ground instance yes the uncommon ground,uses sharp spring everyday we use it to,steer our own company so we can show you,here this is traffic this is May May 3rd,to June 3rd and this is an overview,traffic over time so as you can see you,know depending on email marketing we,have some spikes and some lows depending,on what's happening you'll see here,organic search referrals social media,email marketing paid search and direct,traffic here that's the aggregate,traffic by source so you can see that,how many leads this month came from each,thing and here you can break the source,down even further you can see that 47,people came from Google and from Bing,Yahoo and other can also see referrals,so anywhere anywhere that you may be,advertising say if you're you know,online publication you would see that,people are clicking through to your,website from here so this is a good way,to track your advertising spend if,you're advertising on an online,publication and they tell you how many,click throughs that you can expect,well now you can actually keep them,accountable and you can see who's,clicking through from those services you,can also see who is coming in from,social media Instagram Facebook Twitter,and LinkedIn and other and you can see,all of your email marketing,campaigns in here as well and who's,clicking through from which campaigns,you can set up your Google AdWords and,your Bing ads and yeah Yahoo ads through,here as well you can see how many people,have clicked through from Google Adwords,and then you can see direct traffic as,well so people that are coming directly,into your website by going through the,URL bar or if they have cookies disabled,and they're coming through a different,way it's tracked here it's picked up,here here we can go to web insights and,here's an overview of the last month web,visits unique visitors and what pages,here we can see what pages that that,they're coming from and here what pages,that they're entering from so you can,see that our our sharp spring page is,pretty popular 53% of people are,entering through that page which is very,good and if you need a little bit more,insight into that you can look through,and you can play with the time frames as,well if we want to play with the dates a,little bit let's go April 1st to June,1st you can

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SharpSpring - Marketing Automation Growth Hacks 1

hey guys this is Nick and today I'm,gonna show you a little bit about sharp,spring marketing automation software,what's really great about this honestly,is the pricing you can get a lot of,these features with HubSpot Pardo things,like that but the barrier to entry is,pretty high I mean you're gonna have,that upfront cost you're gonna have the,high monthly you're gonna have a,contract maybe depending on which one,you go with sharp Springs really great,if you can get in here it's probably,about 50% of the cost so when you first,log in to sharp spring you're gonna have,a bunch of settings and options you can,also find these up here by clicking the,user and hitting settings and on the,left side here this is where you're,gonna want to go through this list and,kind of add in all your details I'm not,gonna go into all that today I'm just,gonna show you some cool growth hacks,you can actually do with sharp spring,we're gonna go down all the way to the,bottom where it says tracking and we're,going to click on the sites if you don't,have a site here yet you can add one,options add site and just put in the,name of your site and then once you're,done click the name over here I'm gonna,click on sway opps okay and you can see,my site here and then I'm gonna go to,tracking code at the top okay and you,can see I have my tracking code here,this is gonna be your pixel so you're,gonna copy and paste this into your,website code or your tag manager and go,to contacts visitor ID so after your,sites had some time with the tracking,code visitors that come to your site,that sharp spring already knows get,added into this list right here and you,can see that the top one is my most,recent visitor that sharp spring found,so here is level 1 global solutions,they're from Chicago 20 to 50 employees,and here's their revenue cap so this is,probably a good person for me to call,back and say hey you know why are you on,my site what are you interested in let,me tell you a little bit about it I'd,love to help with your problems blah,blah blah what's really nice about this,is you can actually go into the top here,and you can click download CSV so now,you can see I have my excel sheet what,I'm actually gonna do is just take over,here grab the IP addresses because these,are,attractive to me I'm gonna open up a,text editor I like to use sublime you,probably like TextEdit or something like,that and I'm going to paste in my IP,addresses and remove the duplicates here,so now that I have this in here I'm,actually just gonna add a comma between,each of these items here and that'll,allow me to import this into meteora and,target all these individuals even though,they left my site and I don't know much,about them with banner ads to come back,and at the same time I'm going to call,each of their numbers email each of the,emails that was found and reach out,about you know services and we're gonna,go to meteora okay now so once you log,in go to my campaigns click on create,and you're gonna want to

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SharpSpring Training Video 2 - Adding Users & Settings Overview

hi this is Chrissy gutteral from the,uncommon ground and we're here today for,our training session and this training,session is about adding users and a,settings overview so we're here in our,coffee medical account and we're going,to go to settings so here is settings,and this first screen that it brings you,into is your information in your time,zone if you ever need to to change your,password and you can change it here now,to add users we go to my company users,accounts and you can see Bob Smith here,he's the owner of coffee medical so he's,in here and now we need to add some of,his employees,we're gonna go new user and we're going,to add Tom Jones and when you can put a,mobile phone in here if you would like,that employee to have text message,alerts so say if somebody hit a certain,lead score or if somebody filled out a,contact form you can actually have your,employees text messaged with the,information so we're not we won't set,that one up but if you were to put a,number in here you have to also pick who,the provider is and here are user roles,so this you we're gonna say that Tom,Jones is a sales manager so here is the,the different user roles site admin has,unrestricted use if you need a better,description you can hover over the I,there and they have full access to,sharps bring a company manager has,access to visitor ID and contacts if you,press company manager it's a sales,manager and marketing manager so we're,gonna make Tom Jones a Sales Manager and,that means that he'll have access to all,of his sales,salespeople but not to the marketing the,marketing side if we had pressed like,this then he would be the marketing,manager and he wouldn't have access to,the sales side so if this company has a,CRM account in their name then you would,click this here if you have right here,for coffee medical there's only one,pipeline but if you had different,pipelines then they would show up here,so you could add you know which,pipelines that they they are part of and,here emails about prospects for the,company will say send one weekly and,then you there are a few different,things that you can you can customize,for that person so then we go save,changes so here you can see that user,information was saved successfully and a,temporary password will be emailed to,the new user so what we'll do is we'll,go over here to email and here you can,see that the email has arrived and you,can see the message here your account,has been created you can log in and take,advantage of the powerful marketing and,email automation system and here's you,use your name and password so we're,gonna copy the password and hit get,started and here we are so now it,prompts you to change your password so I,will change it here,there we go so then if you if you,subscribe to male sync this is where,that person would sign up for that so,they would just choose who their their,provider is and then follow those,instructions this account we're not,going to do that though and here we are,so this is

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How to Improve Your Digital Ads Performance 20% by Using More Ad Sizes

hey everybody welcome,thanks for joining us today i'm kathleen,davis on the marketing team here at,perfect audience,and today we're going to be discussing,how you can increase your campaign,performance by 20,or even more by using one simple,strategy that we're going to get into,today but before we get started i just,want to remind everybody that we do,do a question and answer at the end of,our webinars so,if something comes to you or you have,questions already,go ahead and throw those in the chat box,at the bottom of the screen and we'll,get to those as many as we can,at the end,so i'm going to introduce our awesome,speakers for today first up we have todd,who's the,he's a returning speaker of ours he's a,common guest um,he's the ceo of ascend 2 which is a,marketing research company,and todd's actually developed their,research-based marketing methodology so,we're excited he's here today next we,have jalali who's um the founder of rob,auto and also serves as the ai lab,director for,perfect audience and then we have eric,of course he's our general manager um,he's spoken at lots of other,marketing sherpa events email summit and,things like that,and then finally our guest speaker for,today is gaba,he's bringing us 15 years of digital,marketing experience,um including a lifetime spend of over,5 million dollars in ad spend on,facebook so he's bringing us lots of,knowledge on,the ad space specifically related to,facebook,so we're just going to go ahead and jump,right in today,um so we've recently done some research,with ascend 2,that todd's very familiar with so i'm,going to,hand this over to todd thank you,kathleen and thank you for,everybody for attending and uh i had the,pleasure to work with,perfect audience on some programmatic,advertising research,and actually that uh reports now,available on their website but one of,the things we kind of found and kind of,spurred this conversation for today was,when we asked marketers,you know how would you characterize your,program,you know is it very successful is it,somewhat successful or unsuccessful and,you can see the data,results here and you know we we kind of,saw this fact that there's like a,pretty small percentage of companies who,you know feel like they're best in class,or very successful,at uh this thing we call advertising,and as we started eric and i started,talking about this a little bit more,you know there's just this thought of,just you know,you don't always have to hit home runs,sometimes it's just doing the little,things,exceptionally well and that's really,what can make you best in class,obviously you always want to be testing,but you want to look at these little,ways that you can,optimize your program and so that's why,we today we want to talk about,ad ad sizes which at first doesn't seem,like,maybe you know a critical topic but as,you start getting into the data,you're going to see that actually uh ad,size and and thinking about,strategies and what you're doing when ad,sizes,is actually a

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SharpSpring Training Video 9 Social Media

hi this is Chrissy from the uncommon,ground and I want to welcome you to,sharp spring training today we're going,to go over social media adding your,accounts and also managing your accounts,through the content calendar so let's,get started to set up your your existing,accounts make sure that you have Twitter,Facebook and LinkedIn that your pages,are ready to go and that you're logged,into them on your computer as well so,let's go into settings and we'll go to,here features to social media hit social,media and we're going to add connection,let's do Twitter first authorize app,just follow the directions here and you,can see because I'm logged in to Twitter,on this computer it logs right into that,Twitter profile Facebook I'm gonna,continue as myself and I am going to,just add coffee matakohe and I've now,linked Sharps bring to Facebook I want,to add this page and now we're going to,add LinkedIn,yeah check coffee matakohe and done,there we go it's that easy like I said,just to prepare just to make it easy,make sure that you're logged into your,accounts before you begin the procedure,makes it flow really easily and quickly,so then we're gonna go to content and,content calendar you can also find it up,here social and content calendar and,we're gonna make our first post so we're,going to create a social post and we're,gonna use we're gonna create a post on,Facebook LinkedIn and Twitter,the beauty of sharp spring is that you,can make three posts at the same time on,the last module we added some media to,the media center and we called it coffee,info graph so we're going to add this,coffee info graph media the trackable,link into the social pull so you'll see,the info graph here you'll see that this,link is quite large so what we're going,to do is we're going to shorten it and,we're gonna go to tiny chirp dot-com and,we're going to enter the URL to shorten,and here's our new shortened link copy,that bring it back into our events,calendar and there is now a much shorter,more manageable link so we're going to,make a post now we'll go to the,beginning and we're going to say,we'll make our social post we'll put in,a hashtag and now you'll see that we go,into the LinkedIn tab this is what it'll,look like and we'll go to the Twitter,tab this is what it look like so let's,not add an extra a hashtag on the,Twitter post and you'll see if you make,any changes to the other tabs it keeps,the other ones the same so if I had,wanted to just add an image right from,my desktop I can do that here but,because in the last one we had brought,this in and gave it a trackable link,we're going to use that one and then,we'll go ahead and schedule post and now,you can see each one you can just check,it over make sure that it's all good to,go if you wanted to post it later you,could actually just go here and schedule,it for another date and it would assign,it to the date that date in the calendar,what we're gonna post it now so we can,see how it works,post and it was successfully sc

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How to Optimize Every Penny of Your Paid Search Advertising with Jack Porter Smith

hey everyone uh in this episode i'm,joined by jack porter smith managing,director of wsi paid search uh we sit,down and we talk about where marketers,can stop wasting money on paid search,jack really sort of dives in and breaks,down his approach to programmatic,campaigns display ads retargeting,uh you know as well as the challenges,and opportunities in search today,including the most recent changes in,third-party data policies as well as,what drives decision makers to invest in,paid search advertising in the first,place so let's get into it i started,beside paid search,eight years ago 2013.,um it's a joint venture with wsi some,wsi um obviously is half of the name um,they,are a java not a,uh sort of internet marketing consulting,space um hundreds if not over a thousand,offices around the world,but specifically my venture would then,was more on the delivery side as opposed,to the consulting side,um,as it relates to,uh,online advertising so,it seemed like a good idea to call it,wsi paid search in 2013.,and,seemed a little bit out of date now so i,might need to do some rebranding um,because obviously it's not just paid,search it's um,you know paid social programmatic,display video advertising,um but it's simple terms simple light,series google as facebook as microsoft,is more or less what we do,so,in terms of,the,the agency and the and the branding um,in terms of the day-to-day,what are you what kind of campaigns are,you running you said programmatic,display,uh,search yeah obviously,so what's the typical client kind of,relationship look like,so the typical situation is,we don't meet many clients who have,never done this,um,as in hey we're new businesses we're,entirely new to opportunity all right,you get the occasional perhaps more,industrial b2b,who need to pivot from more traditional,methods to online but for the most part,um,we're actually kind of,fixers it's the best way to put it,amongst with the situations we inherit,um,are because,we're fixing a problem and that problem,is usually either,we're trying to do this in-house but,we've realized the complexities,uh,and challenges to scaling that,effectively so we need outside help,or um we had another agency who we're no,longer,pleased with,we need a better or different one so,that's almost always the scenario,meaning um,you know you don't necessarily have the,benefit of starting from scratch with a,fresh slate,which is a different scenario but it's a,one that we're very used to,and,the typical client doesn't exist you,know i i see a lot of agencies that do,specialize in,health healthcare or whatever it might,be certain varicose niches um,but my philosophy has always been that,um,there is so many transferable learnings,between each project each client,you know one might be a nationwide,not-for-profit you know cancer charity,um and you blow something from that and,you apply it to a b2b financial services,point and then you apply something from,that to a plumber,um in terms of you know,just though you

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