Installing and Using the Magic Trick

The Magic Trick is a powerful selling tool that demonstrates what Lead Gen & CRM's marketing automation can do for your clients.

This article will detail how to set up the Magic Trick.
 

This article applies only to Agency clients. For individual clients, please return to the help center home page and search for another article.

Uninstalling the Old Magic Trick

Lead Gen & CRM has implemented a new iteration of the Magic Trick. In order to use the new iteration of the Magic Trick, you will need to uninstall the old Magic Trick. To uninstall the old Magic Trick, do the following:
 

1. Click    User Menu > Settings in the left toolbar.
   
   

    

2. Click Magic Trick, located under Agency Tools in the left panel.
3. Click Uninstall Magic Trick.
   
   

    

4. Enter Delete in the text box.
5. Click Delete.
   
   

Cleaning Out Old Magic Trick Pages

While not necessary to remove all of the older Magic Trick pages, Lead Gen & CRM recommends that you uninstall the previous iteration of the Magic Trick before installing the new Magic Trick. Uninstalling the previous iteration of the Magic Trick requires that you remove the following pages from your website:

• yourdomain.com/magic-trick/suit
• yourdomain.com/magic-trick/rank
• yourdomain.com/magic-trick/thanks

If your pages are through Lead Gen & CRM, you can delete them from your instance. To delete website pages and uninstall the previous iteration of the Magic Trick, do the following:

1. Click Landing Pages in the left toolbar. 
2. Locate the Magic Trick folder and hover over it to click    More Options.
   
   
   
    
3. Select Delete.
   
   
    
4. Click OK.

Understanding the Magic Trick

The Magic Trick is a fun and simple demonstration of how marketing automation works and the powerful features that are available in Lead Gen & CRM. Play the Magic Trick—and have your clients play it, as well—to see how marketing automation works and how it can be used to generate and convert leads into sales.

Setting up the Magic Trick takes minimal work on the front end, but it is a high-impact way to showcase Lead Gen & CRM's capabilities in an interactive, easy-to-understand way. The Magic Trick works like this:

1. You send an email with a link to a landing page.
2. The recipient picks a suit and rank.
3. An email is sent to the recipient with the exact card they chose.
4. You receive a notification.

This works by using the following Lead Gen & CRM features:
 

In short, the Magic Trick brings together all of the concepts that you have talked about in your sales demonstration and helps you close the sale.

Installing the Magic Trick

You will need to install the Magic Trick to make use of its features. To install the Magic Trick, do the following:

1. Click    User Menu > Settings in the left toolbar.
   
   
   
    
2. Click Magic Trick, located under Agency Tools in the left panel.
3. Uninstall the old Magic Trick, if necessary.
   
   
   
   Note: If you have already installed the Magic Trick, you will have to uninstall and then re-install the Magic Trick.
4. Click Install Magic Trick.
   
   Important: You need to have a landing page site setup to install the Magic Trick. 
   
   

    

5. Select the desired site to install the Magic Trick in the Select a Site drop-down menu.
6. Click Next.
   
   

    

7. Click Install.
   
   

    

8. Click Done.

Once installed, Lead Gen & CRM adds all of the assets you will need to build the Magic Trick to your platform. The assets are:

These assets can be found in the following locations:

Configuring Magic Trick Email Settings

The initial Magic Trick email will need to be configured to appear in the Contact Manager. To configure the initial Magic Trick email, do the following:

1. Click Emails in Lead Gen & CRM's left toolbar.
2. Locate the Magic Trick Intro Email and click    Edit Email.
   
   

    

3. Click    Send Settings.
4. Check the Make Available as a Smart Mail in Contact Manager checkbox.
   
   

    

5. Click Save.
   
   

    

Presenting the Magic Trick

You can present the Magic Trick to clients to showcase Lead Gen & CRM's features. To present the Magic Trick to clients, add a single contact or locate the desired contact in the Contact Manager.

1. Click    More Options > Send Smart Mail in the contact's individual Contact Record.
   
   

    

2. Select Magic Trick Intro Email. 
3. Click Quick Send.
   
   

    

4. Wait for the contact to open the email and then visit the Life of the Lead tab in the contact's individual Contact Record.
   
   

    

   Important: The contact record of the client you are presenting to must have a correct email address.

Troubleshooting the Magic Trick

The Magic Trick is a great way to impress clients and drive sales. The Magic Trick will work more than 90% of the time. Occasionally, however, an anomaly can occur that prevents the Magic Trick from working as expected. Here are some of the reasons that the Magic Trick might not work:
 

Additional Information Regarding Smart Mails

Again, the Magic Trick email should only be sent to a prospect as a Smart Mail. Consider the following examples:

Updating Granular Unsubscribes

The Granular Unsubscribe feature enables you to give your leads the option to only unsubscribe from a portion or category of your emails, providing you the ability to continue emailing them based on their interests.

If you have the Granular Unsubscribe feature enabled before installing the Magic Trick, you will need to update emails with unsubscribe categories after you have installed the Magic Trick. You will have to edit the emails to include an unsubscribe category before they will send.

To update granular unsubscription categories, do the following:
 

• Look for the    Email Opened event.
  1. Click    User Menu > Settings in the left toolbar.
     
     
      
  2. Under Features click on the Company Email Settings.
  3. Click the Unsubscribe Page tab. 
  4. Click Configure in the Granular Unsubscribes section.
     
     

      

  5. Add any new unsubscribe categories, if necessary.
  6. Click Assign Categories.
     
     
      
  7. Select the appropriate category for all existing email content.
  8. Click Save.
     
     

Questions?