Importing Contacts to Create Marketplace SpeakerTRACKs

Importing Contacts to Create Marketplace SpeakerTRACKs

Let your meeting planner customers or members know about speakers coming to their area: it's a great way to help them get deals on speakers already in their area, and the speakers love speaking twice on the same trip.  

The SpeakerTRACK system uses sophisticated geo-location to notice when speakers in your catalog will be within about an hour's drive from one of your customers. Each month the SpeakerTRACK system assembles these speakers into an attractive email with your brand on it and sends it to the customer on your behalf. It's a great example of zero-effort marketing. 


SpeakerTRACK questions

SPEAKERTRACK

Q: Why should I use the SpeakerTRACK system?
A: Because your customers or members will benefit from knowing when speakers are coming to their area, and it's a way to market with useful information.

Q: How often does a customer receive an email?
A: At most once a month. The client only receives an email if there are speakers coming to their area in the next 90 days.

Q: How far forward does the system look into the speaker's calendars?
A: SpeakerTRACK looks forward 180 days on speaker calendars. An event further out than that does not get included in a SpeakerTRACK (until time moves forward and it moves inside the window).

Q: What if one of my customers doesn't want to get the email?
A: Each SpeakerTRACK has an easy-to-see opt-out link at the bottom. The recipient is shown a friendly opt-out screen when they click the link.

Q: Whose branding is on the SpeakerTRACK email?
A: Yours. Your SpeakerTRACKs have your logo and name prominently at the top. There is a small powered by eSpeakers.com acknowledgement in the footer.

Q: Where does the email come from?
A: The reply-to address is yours. The system looks for the first user attached to your account with the "SpeakerTRACK" email preference enabled and uses their email address. If you want to force the reply-to address to be a specific user, just disable this preference on all the other users. For technical reasons, the from: address is @espeakers.com with your company name displayed.

Most directory publishers start using SpeakerTRACK by uploading their customer list into the SpeakerTRACK system, and then adding/removing as needed to keep the list current. Opt-outs are handled automatically by the system. 



Create an export file from your CRM application

To upload your customer list, first prepare a Comma Separated Value file (CSV). CSV is a very common file format which Excel other spreadsheet and contact manager programs can export to. Your file should have these columns  in this order

The order of the columns is important and must match the example shown below. Your file must have SIX columns in this order:


email
country
state/province
city
zip/postal code
name
buck@rogers.com
US
UT
American Fork
84003
Buck Rogers
wilma@buck.org
CANADA
MB
Winnipeg
R2C A01
Wilma Deering

Required fields:  email, country, (at least one of) state or zip 

Optional fields:  name, city


Your file does not need to have a header row, but it won't hurt if it does. 


Load your customer list into SpeakerTRACK

Once your CSV file is prepared, sign in to eSpeakers to upload it and create a SpeakerTRACK for each row in your file. 

  1. Sign in to eSpeakers as an administrative user 
  2. In the MY DIRECTORY section, choose MANAGE MY DIRECTORY (MARKETPLACE) 
  3. On the MANAGE screen, find the ACTIVITY section and choose SPEAKERTRACK 
  4. On the SPEAKERTRACK screen, find the ADD area and select either the REPLACE or ADD option. If you choose REPLACE, your current list of recipients will be completely cleared and replaced by the list you upload. If you choose ADD, the list you upload will be added to the recipients you already have active.
  5. Drag and drop your CSV file onto the "drop here" rectangle 
  6. The processing takes a few seconds to a few minutes, depending on the number of rows (contacts) in your file. When it is complete, you'll be shown a list of the results, including the number of SpeakerTRACKs added, and information about any data from your file that the system could not process.


Add an individual SpeakerTRACK

Most list management is done by exporting from your CRM system and importing the list, as described above. But there may be times when you just want to add an individual recipient. 

To do add an individual SpeakerTRACK recipient: 

  1. Sign in to eSpeakers as an administrative user 
  2. In the MY DIRECTORY section, choose MANAGE MY DIRECTORY (MARKETPLACE) 
  3. On the MANAGE screen, find the ACTIVITY section and choose SPEAKERTRACK 
  4. On the SpeakerTRACK screen, click the ADD button 
  5. Complete the form and click SAVE.


Remove an individual SpeakerTRACK

To remove an individual recipient: 

  1. Sign in to eSpeakers as an administrative user 
  2. In the MY DIRECTORY section, choose MANAGE MY DIRECTORY (MARKETPLACE) 
  3. On the MANAGE screen, find the ACTIVITY section and choose SPEAKERTRACK 
  4. On the SpeakerTRACK screen, scroll to locate the recipient in the ACTIVE TRACKS list. You can type letters into the filter box to show only recipients who email address starts with the letters you enter. 
  5. Click the X control next to the recipient name you wish to remove and confirm the removal.
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