Using ScreenSteps.Me for Octane HQ

ScreenSteps.Me is the latest addition to the multitude of ways ScreenSteps Desktop gives you to publish your articles/lessons.

This "lesson" - made in ScreenSteps of course - will show you how you can use it when you have an Octane HQ account to add a new step in a follow up series (email) or a new email campaign broadcast.

Write the article/lesson in ScreenSteps

Utilise all the features SSD gives you, from image capturing (great tool!) to formatting, to write your message. In this particular example I'd already written a blogpost for our FAQ & News site, announcing drastic discounts on our two most popular floors which I wanted to turn into an extra newsletter for all our newsletter subscribers.

when you're article is finished, click the Share Button and select ScreenSteps.Me. After it has uploaded your article/lesson to your ScreenSteps.Me account (free) select Visit.

Open the document you want to (re)use in Octane HQ and check if everything looks and feels ok.

Create new email campaign in Octane HQ

Name your new campaign and go the "write your email" step

In notepad I have my standard email template I use for these type of (short) messages and this template is copied in Source

Copy HTML or Styled HTML from ScreenSteps.Me

Add to existing source

I then have to reshuffle the article title to where I always place the headline of the message

But that's really all I have to edit, the rest is copied and pasted, including the images used, into the email marketing message.

Send yourself a test message

Select your contact group you want to email it to, set the time to broadcast it and job done!

Simple - and effective.

ScreenSteps Desktop keeps getting better and better!

 

Comments

[Dave]

Hi Karin,

We use screensteps all the while - it's brilliant for tutorials, as you say!

[Karin H.]

Hi Dave

and for marketing, bespoke brochures for clients, writing whole books ;-) and then some.

Do you have a ScreenSteps Live account too? Even more possibilities in/for customer service. (And we use it as E-books, on password protected "spaces").

Karin H