Getting Started with the Constant Contact Business Partner Program

Business Partner Orientation
Getting started with the Constant Contact
Business Partner Program

Copyright © 2010 Constant Contact Inc.

Business Partner Program

Welcome!
Thank You for Joining the
Constant Contact Business Partner Program!

We’re Glad To Have You as Part of Our Team!

Copyright © 2010 Constant Contact Inc. 2

Webinar Agenda

■ Constant Contact – the Company behind the Program

A. Your Business Partner Tools - BP Console/ Free Account

B. Promoting Constant Contact to your clients

C. Opening Accounts for your clients

D. Managing Accounts for your clients

E. Metrics and Reports

F. Other Resources

G. Next Steps


Constant Contact
The Company Behind the Program


Constant Contact is the Market Leader

■ Over 300,000 customers
■ Fast growing profitable public company
■ CTCT on the NASDAQ
■ Industry award winning
■ Over a billion emails sent each month
■ High deliverability rate of 98%+
■ Multi-Product Company “Best Overall Company”
■ Online Survey “Executive of the Year”

■ Event Marketing
■ Email Archive
■ Autoresponder
■ Premium Stock Image Library
■ View as a Webpage

“Best Customer Support”


Focused on the Customer Experience

■ Usability
■ Communication Consultants
■ Customer Support via
phone, chat & email
■ Live product tours daily
■ On-demand Tutorials
■ In-product coaching tips
■ Product updates and alerts
■ Customer feedback loops 87% Have or Will Recommend Us to Others

Use Constant Contact to build better Customer Relationships


Constant Contact is Designed for Small Business

 List Management
 Image Hosting
 Email Archive
 Autoresponder
 Real-time Reporting
 Permission Management
 400+ professional
Email templates
 60+ professionally-
written Survey templates
 20+ Easy to use Event
Marketing Templates


What Other Business Partners Are Saying…

"I don't see myself as a Constant Contact business partner. “With the Constant Contact Business Partner Program, we can help our
What I do is help my clients achieve success, and Constant clients explore email marketing with the confidence that we’ll take care of
Contact is one of the tools that helps me do that.” everything for them.”
Carolyn Gardner,
Cardcommunications Desiree Scales,
Bella Web Design

"Constant Contact's value-add is that in addition to providing an engine
“Constant Contact is great because it’s easy to use for for easily sending out email, they also provide expertise on how to be a
people with little HTML experience. However, for more better email marketer. This sets them apart from other companies”
experienced users or for developers like us, it let’s us get
in ‘under the hood’ to make changes to the code.” Tom Casale,
Simplified Solutions
Rich Brooks,
Flyte New Media

“Our integration with Constant Contact will save our "For the first time, our members can see the success or failure of their
customers a lot of time, duplication of effort and manual email marketing efforts and manage subscriber information. It really has
work.” been a boon to them – and to us as an association.”
Len Vlahos,
Sally Grantham, American Booksellers Association
ACS Technologies

Over 4,000 Business Partners In The Program To Date!


A. Get Started
Things to know – Your Partner Tools
• BP Console
• Free Account


Before You Get Started

Save Your
“Welcome” Letter


Bookmark the Business Partner Console

URL: https://bpconsole.constantcontact.com

The only Constant Contact
location you need!


Access Your Free Constant Contact Account

• Login to your free Constant
Contact Business Partner account.
•Your personal account is free up
to 5,000 contacts and includes
Email Marketing, Online Survey,
Event Marketing, Premium Image
Hosting and Email Archive.


Email Marketing

• Customizable HTML email templates

• Create email campaigns in a snap with our
easy-to-use Email Wizard

• Schedule automatic delivery of a series of
emails with Email Autoresponder

• Build, manage, and secure your email
marketing contacts

• Get results fast with instant tracking and
reporting

• Extend the life of your email marketing by
using Email Archive

• Access a stock image gallery of 3400 pictures
when you add Premium Image Hosting


Online Survey

• Over 60 prewritten, easily customized
Online Survey templates

• Easy-to-use survey wizard

• Multiple question types

• Built-in survey email invitation

• Survey reporting with graphical displays
of data

• Live polls on your website

• Ability to create email lists based on
survey responses


Event Marketing

• Over 20 custom event template designs

• Promote your event –email invitations & a
custom events homepage

• Manage your event registrations – to see
who registered and who didn’t

• Collect payment for your event – online
or at the door

• Built-in reporting to help plan/manage
current and upcoming events


Marketing Templates

Engage your customers
and drive traffic to your
website by customizing
the marketing templates
with your co-branded URL


B. Opening Accounts for Your Clients


Accounts to offer your clients

You can offer three types of accounts:

• Fully Managed Accounts – The typical small business owner is incredibly busy and often
wants you to handle all aspects of their email marketing. In this scenario, you use the
Console to launch the account for your client, load their lists, create their campaigns,
and monitor the results. With a Fully Managed Account, you submit payment on
behalf of your client and invoice them for the monthly Constant Contact fee plus
the additional charges for your services.

• Co-Managed Accounts – In some other cases, your client may want direct access to
their account – but still rely on you for additional services such as marketing strategy
and account support. In this scenario, your client pays Constant Contact directly and
you separately charge your client directly for the additional services.

• Self- Service Accounts – Some of your clients may only want a referral to an email
marketing and online survey service. Direct these prospects to Constant Contact
through your co-branded URL. Since the prospect signs up as a result of your
referral, you still get credit for this customer’s list growth and account activity.
Self-Service Accounts are a great way to boost your revenue without a lot of
extra effort.


New Account Creation from the Console

Under the Accounts tab,
click on “Create New
Account” or click on
“Create New Account” above
the My Accounts section.

Then, just enter your client’s
contact information. Every
new client gets a free 60-day
trial with up to 100 e-mail
addresses. Just remember who
is managing the account: you
or your client.

If you are setting up a
Co-Managed account, be
sure and contact your client
with their Username and
password after the account
is set-up.

Then, simply choose the
products that your client will
trial: Email Marketing, Survey
or both (you can change these
options at any time).


Selecting the Primary Contact

This should be the
person most familiar
with the day to day
activities associated
with the account.


Account Appears on My Accounts List

The new trial can be accessed using
the Log In Arrow.


Client Access to a Managed Account

Your client can access the account by entering
their unique username and password into the
customer login on www.constantcontact.com


Use Your Co-Branded URL


New Account Creation Using a Co-Branded URL

This is what
your clients
will see


Promote and Publish Your Co-Branded URL

Add your co-branded URL to
all your online activities:

■ Website
■ Newsletters
■ Email Signature Your logo redirects
■ Banners Ads to your website

The cookies added to your
site will ensure that you
receive credit for all clients
that sign-up through your co-
branded URL.

Sample co-branded URL:
http://www.constantcontact.com/index.jsp?pn=yourpartnername


Add Constant Contact to Your Website

Offer Clients
Various Options:
■ Do-it-yourself
■ Training from the
Experts
■ Outsource Everything

www.atlantasky.com
www.cardcommunications.com
www.theemailpros.com


Enjoy Co-Branded Viral Benefits!

Benefits to YOU:
■ Logo on bottom of every Business Partner
Email Campaign Footer
and client’s account emails.
■ Links to your co-branded site
for signup and revenue credit
■ 20% growth in business from this link!

Benefits to YOUR CLIENTS:
■ Over 1 Billion messages a month for our customers
■ Customers know our Safe Unsubscribe will not
generate SPAM
■ Well known and trusted brand


Viewing your Co-Branded URL Signups

When an account is created through your Co-Branded
URL it will not start off on your My Accounts list, but
will display in My Co-Branded URL Signups list.


C. Managing Accounts for your clients


Manage Clients’ Accounts

Access your clients’ accounts
that you are managing on
their behalf.


Account Verified Email Addresses

Verified Email Address Uses:
■ Billing Contact (B) – You, if you are
paying for the account on behalf of
a client
■ Account Contact (C) – You, if you
are managing the account on behalf
of the client
■ Email Campaign Email Addresses -
Always the Client
■ From Email Address
■ Reply Email Address
■ Signature Email Address


Billing Contact (B), Account Contact (C)

Account
Contact (C)

Billing
Contact (B)


Update My Settings Tab

Your Client’s Info


Managed Accounts vs. Co-Branded Signups

View Managed List
vs.
Co-Branded Sign-ups

Accounts
you manage

Self Service
Accounts


Promoting an Account to your Managed List

If your client creates their account through your Co-branded URL but requests
assistance, you can promote the account to your My Accounts list. This will establish
direct access through the BP Console. The Move to Managed feature provides the
account username but the client must provide you with their password.

To Add To Managed List Account Must Be:
■ Already under your Business Partnership
■ You must know the Constant Contact Username
and Password (CTCT will not provide this)

D. Metrics and Reports


Review Your Partner Reports

View New Accounts

View Account
Payment History

View Your Revenue
Share Accrued &
Payments To Date


New Accounts Summary

Summary reports are meant to provide insight into activity over a longer period
of time (multiple months, year to date). Our recommendation is to use the
summary report to identify a period of interest.


New Accounts Detail

Once you’ve identified a period of interest use the detail report to review the
specifics of each signup. Find out their name, when they signed up, where they
came from, their total list size and the last time they logged in


Account Payment Summary

Summary reports are meant to provide insight into activity over a
longer period of time (multiple months, year to date). The Account
Payment Summary report details the number of payments, totals and
share earned by month.


Account Payment Detail

Once a period of interest is identified, use the Detail report to
view who paid what and when.


Revenue Accrued to date/Check Payments to date


E. Other Resources


The Partner Extranet

Business Partner Extranet
■ Brochures
■ Presentations
■ Banners
■ Promotional Copy
■ Educational content
■ Hints and Tips
■ Whitepapers
■ Case Studies


Business Partner FAQ’s


Community

Add your Business Profile
to the User Community.
Find prospective customers
looking for help in our chat
rooms.

Constant Contact has Local Presence!

U.S. Regional Development Directors
■ Phoenix
■ Denver
■ San Francisco
■ Atlanta
■ Dallas
■ Washington DC
■ Boston
■ Chicago
■ Seattle
■ San Diego
■ Los Angeles
■ New York Metro
■ Houston
■ The Carolinas
■ Philadelphia
■ Minnesota
■ Kansas City
http://www.constantcontact.com/local

Learning Center for Live and Recorded Webinars

Resource For
you and your
Customers


F. Next Steps


Next Steps

■ Verify your existing Constant Contact account - listed under Personal
Account.
■ Verify that your logo on your co-branded marketing page displays correctly.
To add this to your page send your logo (265x50 pixels) to:
businesspartner@constantcontact.com
■ Announce your new partnership to your clients and prospects using the
custom Partner templates in your free Email Marketing account.
■ Create accounts for your clients using the Create New Account function in
the Business Partner Console or the co-branded marketing pages.
■ Use your Online Survey to better understand their wants and needs.
■ Notify us of any Constant Contact accounts created for your clients before
joining the program (businesspartner@constantcontact.com).


Still Have Questions

Phone: 1-866-811-1344 or 781-370-8401
■ Press #1 for Program Support
■ Press #2 for Product Support (2nd Tier Support Group)

Email:
■ BP Program Email: businesspartner@constantcontact.com
■ Product Feedback: bpfeedback@constantcontact.com

Copyright © 2008 Constant Contact, Inc. 51

Business Partner Program Team

Account Manager BP Programs – Patrick McAdams
866-905-5614, pmcadams@constantcontact.com

Account Manager BP Programs – Kevin Woodcock
866-905-5699, kwoodcock@constantcontact.com

Business Partner Support Specialist – Tracy Dube
781-472-6246, tdube@constantcontact.com

Manager National Accounts – Michael Eubank
781-472-6256, meubank@constantcontact.com

Relationship Manager Franchise Program – Mike Tocci
781-370-8566, mtocci@constantcontact.com

Business Partner Marketing – Brian Donnelly:
781-370-8697, bdonnelly@constantcontact.com

Director Web Services & Franchise Program – Kevin O’Brien
781-472-8143, kobrien@constantcontact.com

Senior Director, Partner Programs – Len Bruskiewitz
781-472-6255, lbruskiewitz@constantcontact.com

“We are here to help you succeed”
Copyright © 2008 Constant Contact, Inc. 52

We Look Forward To Working With You…

Visit the Partner Extranet in the
Business Partner Console for a
Copy of this Presentation


Getting Started with the Constant Contact Business Partner Program

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