Sending Group Share Micro-Campaigns
Personalize digital experiences to a group of up to 100 contacts with micro-campaigns
iFOLIO is designed to make personalized sharing as seamless as possible. Group visual text message and email sends are personalized with visuals, signatures, and tracked links + analytics.
1. Set Email Share Graphic
2. Publish > Share
3. Sharing your iFOLIO in a Group
4. Analyze & Follow-Up
Set Email Share Graphic
- Open the User Dashboard
- To get here, click on your user icon in the top right corner and scroll down to the "Dashboard" option below your iFOLIO pages. Here you can view and edit your iFOLIOs, edit your contact information, set share settings, and view resources.
- Open the Share Settings > Share Graphics
- Click on the share settings tab from your user dashboard and select “Share Graphics.” Choose your desired combinations for email and text message images, banners, and avatars.
Choose your Graphics
Click the media icon to open the media library. Upload or select your desired images according to your specified email & text message image, banner, & avatar combination. Once set, click “Save.”
Recommended Graphic Sizes:
- Logo or Headshot: 500px by 500px
- Text Share Graphic: 550px by 700px
- Email Share Graphic: 1920px by 470px
The images you choose will be sent by default when you share an iFOLIO in a group via visual text message or visual email.
Publish > Share
- Publish your iFOLIO
- Open the iFOLIO Share pop-up
- Once your iFOLIO is published, click the Share icon on desktop or mobile in the top right corner.
Sharing your iFOLIO in a Group
Send individual shares to up to 100 contacts simultaneously via iFOLIO Group Share.
Open Group Share tab
Open your published iFOLIO from a desktop device, click the share icon in the top navigation bar, and then click the “Group Share” tab when the share pop-up opens.
Fill Out Share Template
Click “Download List Template” to download a pre-formatted spreadsheet for your iFOLIO Group share. Enter contact information into this spreadsheet, with one recipient per line.
Once your spreadsheet is complete, click “Upload List” to upload the contact list.
Name Campaign & Customize Message
Enter a name for your Group Share in the “Campaign Name” field. This name is for your organizational purposes. Enter an email subject, and customize your share message in the message field. Leave [Name] intact to insert the recipient’s name. Leave [Link] intact to insert each recipient’s unique tracked iFOLIO link. Leave [Signature] intact to insert your pre-set share signature.
Reverse CRM or BCC (Optional)
Enter a CRM or other email address into the BCC field to be blind copied on each recipient’s share.
Send to Recipients
Once your list is uploaded and your share messaging is set, click “Send” to deliver your iFOLIO shares. A confirmation message will appear when the iFOLIO share is sent.
Analyze & Follow-Up
Check Shared Stat Analytics
Once your shares are delivered, you can check real-time analytics on recipient visits, view duration, and see a block-by-block heat map of individual interests.
Learn more about managing lead generation with shared stat analytics here:
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Phone: 470 - 223 - 4818, | Email: info@ifoliocloud.com