Email Marketing Onboarding Process

EMAIL MARKETING ONBOARDING EMAIL MARKETING ONBOARDING EMAIL MARKETING ONBOARDING

NEW SAAR MEDIA CLIENT ONBOARDING QUESTIONNAIRE

Email*

ELECTRONIC DIRECT MAIL (EDM) ACCOUNT CREDENTIALS *

EDM login details e.g Hubspot, Mailchimp, etc.

Provide Credentials Below

Create New Account

Link to your EDM Platform e.g Hubspot, Mailchimp, etc):

EDM Username:

EDM Password

Please link your main website's URL here:*

Please provide a link to download your logo below.

Our prefered file format is: .AI .EPS, if this is not available, then .PNG is fine too:*

Please provide a link to download high-resolution images for your campaign below.*

What type of business are you? *

Local business, service, or place (store, park, restaurant, etc)

Company or Institution (school, startup, agency, etc)

Brand or product (app, fashion line, energy drink, etc)

Cause (Community, non-profit, charity, etc)

Public Figure (artist, politician, performer, etc)

How would you like your emails to sound?*

Laid back

Aggressive

Friendly

Authoritative / Experts

Sales

Are you ok with Emojis? *

Yes

Businesses speak differently, which one are you?*

Formal

Casual

Chill

What type of emails would you like?*

Funny

Interactive

Informative

Inspirational

Trending

Promotional

ADDITIONAL INFORMATION

Please provide brief instructions for first month's email campaign (e.g what you would like to offer for email 1 & 2 for this month)*

Have you seen any examples of emails that you like? Please name the brands.

Any other special instructions you have for us?

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Email Marketing Onboarding

ELECTRONIC DIRECT MAIL (EDM) ACCOUNT CREDENTIALS *

What type of business are you? *

How would you like your emails to sound?*

Businesses speak differently, which one are you?*

Who is your audience?*

How would you like the images in your email to look? *

What type of emails would you like?*