Creating and managing outreach materials | FundCentre Fundraising

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Applies to: Fund managers (GPs)
 

A landing page is linked to a campaign. It is the page investors see when they click the link in a teaser email. You can use teasers to notify LPs about new investment opportunities. Teasers can be sent to any contact from the Contacts page.

Any LP can view a public landing page. If an LP does not have an account and wants access to private landing page, they can request campaign-level access. GPs can decide whether to grant access. For more information on granting access, see Responding to approval requests.

 A teaser markets an investment opportunity to potential investors. You can create a landing page for the campaign first, then include a link to it in the teaser.

Video - create and manage landing pages

In this tutorial, learn about creating and managing landing pages to associate with campaigns in your Fundraising portal for use within outreach materials to potential investors. Refer to the steps outlined below for additional details. 

Icons_Approved.svg How to create and manage landing pages

Create a landing page

  1. From the Marketing menu, select Landing Pages.
  2. Click Add Landing Page.
  3. In the Draft Name field, enter a name for the draft.
  4. In the Assigned Campaign field, select the campaign to which the landing page applies.
  5. Select Blank Page or select an existing landing page to use as a starting point.
  6. Click Create.
  7. Use the toolbar to edit the landing page details. 
  8. Click Change.

  9. To add an image or video, click Add New Section and select Add Image or Add Video. A list of available images and videos from the reference documents area are displayed. Select the item to display on the landing page.

    Important: Only documents with a document type of Media Image or Media Video appear in the list. If an expected item is missing, check its document type. From the Documents tab, select Reference Documents. Click the document name. In the Document Type field, select Media Image or Media Video, and click Save.

  10. To add a text section, click Add New Session, select Add Text, enter the text, and click Change.
  11. To add a chart section, click Add New Session, select Add Chart.
    • Select the type of chart and click Confirm.
    • In the chart section, click the Edit icon.
    • Click Download Pie Chart Template to download a template in Microsoft Excel.
    • Fill in the template, upload the file, and click Change.
  12. To move items on the page, drag and drop them in the new location.
  13. To delete a section, click the X in the left corner of the section, and click Confirm.
  14. To save the landing page without publishing, click Save. To make the landing page visible to other users, click Publish, then click Confirm. To view the landing page, click Public Page Preview.

Publish/unpublish a landing page

Publishing a landing page makes it visible to other users. Publish and unpublish are same as activate and deactivate. Only one landing page can be published at a time.

There are several ways to publish or unpublish a landing page:

  • From the Marketing menu, click Campaigns, then select the campaign.
    • In the Landing Page section of the Dashboard tab, click Activate Landing Page if a landing page has not been activated or View All to deactivate the current landing page and optionally activate another landing page.
    • On the list of landing pages, use the toggle in the Publish column to activate and deactivate landing pages.
  • From the Marketing menu, click Landing Pages. Use the toggle in the Publish column to activate and deactivate landing pages.
  • When you create a landing page, you can publish it directly by clicking Publish.

Preview a landing page

You can preview just the landing page sections that are public or preview both public and private sections. Public sections are visible to any user with an Intralinks account. Private sections are only visible to users registered in the Fundraising portal. 

You can preview a landing page in several ways:

  • From the Marketing menu, click Campaigns, then select the campaign. In the Landing Page section of the Dashboard tab, click Preview or Public Page Preview. 
  • For landing pages that are not active, from the  Marketing menu, click Landing Pages, then select the landing page. Click Preview or Public Page Preview.
  • For landing pages that are active, from the Marketing menu, click Landing Pages, then select the landing page. In the Landing Page section of the Dashboard tab, click Preview or Public Page Preview.

Delete a landing page

Only unpublished landing pages can be deleted. 

  1. From the Marketing menu, select Landing Pages.
  2. Click the landing page that you want to delete.
  3. From the three dots menu, select Delete.
  4. Click Confirm.

Export landing pages

You can export landing page data in CSV format and then download it from the Exported Items page. Exporting the data allows you to customize reports in Microsoft Excel.

  1. From the entity grid of the entity that you want to export, click Export. 
  2. In the Exported Items page, click the name of the export that you want to download.

Video - create a teaser for Fundraising

A teaser is used to market an opportunity to potential investors. After creating a landing page for a campaign, create a teaser and include a link to the landing page. Detailed steps are outlined below. 

Icons_Approved.svg How to create a teaser

Add a teaser

  1. From the Marketing menu, select Teasers.
  2. Click Add Draft.
  3. (Optional.) Select a template to use. For information on customizing the teaser template, see Managing templates.
  4. In the Subject field, enter the purpose of the teaser.
  5. In the Campaign field, select the campaign to which this teaser applies.
  6. Click Save.
  7. Enter the body of the email and include a link to the landing page. Click Save & Continue.  
  8. Select the contacts to which you want to send the teaser:
    • In the Select recipients by field select Contacts, Companies, or Teams.
    • Select the contacts, companies, or teams to which you want to send the teaser.
  9. Click Save & Continue.
  10. Click Send.

View sent teasers

  1. From the Marketing menu, select Teasers.
  2. Click Sent in the left panel.

View all teaser recipients 

The All Recipients list shows the contacts who received the teaser and how many teasers each contact has received. This information is useful for deciding whether to send another teaser.

  1. From the Marketing menu, select Teasers.
  2. Click All Recipients.

Resend a teaser

  1. From the Marketing menu, select Teasers.
  2. Click Sent.
  3. In the Teaser Subject field, click the teaser name.
  4. Click Resend.

Edit a teaser

  1. From the Marketing menu, select Teasers.
  2. Click Drafts in the left panel.
  3. In the Teaser Subject column, click the teaser name.
  4. Make updates to the teaser body and click Save & Continue.
  5. Select the contacts to send the teaser and click Save & Continue.
  6. Click Send.

Export teasers

You can export teaser data in CSV format and then download it from the Exported Items page. Exporting the data allows you to customize reports in Microsoft Excel.

  1. From the entity grid of the entity that you want to export, click Export. 
  2. In the Exported Items page, click the name of the export that you want to download.

Additional information

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