Multi-channel marketing campaign:
Software demo promotion
What: A multi-channel marketing campaign promoting a free software demo
Who: Ontraport — a software that automates business, marketing, sales, and more (think HubSpot, but less expensive)
Why: To drive free trials by showing what a complex software can do in a simple, easy-to-grasp fashion
How: Landing pages, emails, and paid advertising
Step 1:
The offer email
The campaign kicks off with a simple offer email to leads — as well as any clients who may want to upgrade to access fancy customer portal features.
Using a human, conversational tone, this is designed to grab attention and show readers why checking out the demo will be worth their while.
Full copy:
Subject: Free demo: Explore an interactive customer portal
Hi Cassidy,
Your customers want control. Relying on you for things like booking appointments, updating contact info, and accessing data is officially out — and self-service is in.
Not sure where to start? Check out this free, interctive customer portal demo to see an example of how you can upgrade your user experience with Ontraport’s Dynamic CMS.
You’ll get:
Free, unlimited access to a live customer portal built with Ontraport’s no-code DCMS
Fully-functional self-service features, including private messaging and progress reports
Client and admin perspectives to inspire ideas for your experience AND your customers’
Start your free demo to explore some of the self-service bells and whistles your customers are looking for.
Ready to get self-service ideas your customers will love?
Start your free interactive demo to see what’s possible with Ontraport’s Dynamic CMS.
Access your free demo
“Our customers have a brilliant user experience that they love — and for 98% of transactions, they can be self-sufficient … Usually, I would need a staff member just to manage that.”
— Ontraport client
The Ontraport team
P.S. We built this customer portal demo to inspire you and give you a glimpse of what’s possible for your business — without complex code or developers. Access it for free to start getting ideas.
What’s Ontraport again? Ontraport is a CRM and automation platform that empowers businesses to grow faster and deliver more value to their custoemrs. Start a free trial here.
Step 2:
The landing page
Once someone clicks the CTA in the email above, they’ll land on this offer page that encourages them to opt in to the free demo.
With a balance of visual content and straightforward benefits, this page uses proven copywriting strategies to drive conversions.
Want to see the live page? Click here.
Step 3:
The welcome email
Someone decided to opt in and check out the demo — huzzah!
Next, they’ll receive this welcome email providing them with instructions to log in and enjoy the demo. To encourage people to actually use the demo, it includes:
Straightforward links to the login page
Tips to get the most from the demo
A reminder of what the demo is and why they’ll like it
An introduction video to show them what to expect (Fun fact: I wrote the script for this as well. You can check it out here.)
A pitch to explore Ontraport’s other offerings
Full copy:
Subject: Welcome to your customer portal demo!
Hi Cassidy,
You’re in! Ready to check out your demo?
We built this portal to give you a taste of the personalized customer experiences you can create with Ontraport.
Here are a few quick tips to help you get the most from your demo:
Sample all the features by sending messages, adding assignments and editing your profile. It’s all fully-functional!
Switch between customer and admin views by clicking “Change to admin” at the top of the page.
Enjoy unlimited access as you explore, get more ideas and see what’s possible with Ontraport’s Dynamic CMS.
What’s this customer portal demo again?
Our clients use Ontraport's database and Dynamic CMS to create all sorts of online experiences, and this live customer portal demo is a great example of what you can do. Log in here to see what’s possible, get fresh inspiration and identify your must-have features.
Here’s what to expect:
[ Embedded introduction video (watch here) ]
Enjoy your demo portal! Click below to log in and get inspired.
Log in to your demo portal
The Ontraport team
P.S. If you have any questions while exploring the demo, our team is here to help — you can book a call with us here.
Want to see what else you can do with Ontraport?
Whether you want to create your own online portal, course, directory, forum, or something else, you can do it all in Ontraport! Start a 14-day trial to check it out and see what’s possible.
What’s Ontraport again? Ontraport is a CRM and automation platform that empowers businesses to grow faster and deliver more value to their custoemrs. Start a free trial here.
Step 4:
The welcome page
They’ve opted in. They’ve clicked the login button in the welcome email. Now, they arrive at this welcome page with the final login button — designed to be short, sweet, helpful, and direct.
The video in the screenshot below is an introduction that explains how to navigate the demo and what’s included (scripted by yours truly). If you’re curious, you can find it here.
Step 5:
The next-day follow-up email
Like every good marketing campaign, this one wraps up by nudging leads toward the next step in the customer journey.
After they opt in to the demo portal, they’ll get this email with more inspiration and an offer to try the software for free.
Full copy:
Subject: If you liked your demo portal, you’ll love this
Hi Cassidy,
Yesterday you signed up for your customer portal demo — and we hope it’s been giving you lots of new ideas!
The customer portal is just ONE example of what you can create with Ontraport’s Dynamic CMS. To get your wheels turning about what else you can do, check out these projects our own team has built. We think your customers would love them too:
Launch an online university for interactive learning
This university features:
170+ searchable lessons
Three layers of course categorization
Interactive comment threads
Keep customers in the loop on all your latest releases
This “What’s new” page features:
Automatic updates for new features
Searchable database
Tags for different release types
Set up a login-protected partner center for referrals
This partner center features:
Self-managed partner profiles
Personal commission tracking
Live partner status details
Bring your own ideas to life by trying Dynamic CMS free for 14 days.
Start your free trial
“You can create pretty much anything you want with Ontraport. I’m not a developer; I don’t do any programming; I run a personal development training company :) But I was able to build a pretty complex system from scratch.”
— Ontraport client [name redacted]
The Ontraport team
P.S. Have any questions? Reply to this email or book a call to chat with our team here.
What’s Ontraport again? Ontraport is a CRM and automation platform that empowers businesses to grow faster and deliver more value to their custoemrs. Start a free trial here.