Page 33 - NAFIF-2019-Facility-Reference-Guide
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Lead generation from tracking opens / clicks








                            •      Click Data updates will be sent regularly to EIs from Lara Port


                                          •     Updates are sorted by status and EI, making the information easy to disseminate.




                            •      EIs should use the click information to reach out to outstanding RPs


                                          •     Use this as an opportunity to reference specific content and help establish a positive talking point with Buy
                                                Side clients.



                                          •     Act quickly to ensure a successful outcome!




                            •      Status of RPs who click on marketing campaigns will be tracked over the course of fielding.


                                          •     We will track click rates among Buy Side clients based on participation status (past participants versus
                                                news/refusers).




                            •      Executive Interviewers


                                          •     You are all on the distribution list for each of these campaigns, so  you should get a copy in your email inbox

                                                in real time

                                          •     You can click on the link and download a pdf version of these reports to forward as an attachment, or just

                                                send the link to RPs

                                          •     You play a hugely important role in getting these materials out to the buy side, so please use these materials

                                                as much as possible and be in touch with questions!












                            Greenwich Associates
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