We work closely with partners, planning their content strategy via Panacea to ensure that content promotion aligns with business goals.
- Various layout options (lead bento, solus & shokado styles)
- Sent from Panacea as an independent, trusted source
- Partners provide content or we can create it upon request
- Receive contact data of those that clicked on any links
View examples of lead generation emails
Benefits
- Campaign messages seen by the right audience
- Increases the number of warm leads for the Sales team
- Builds on existing marketing database
- Drives incremental volume and revenue for the business
Precise targeting via unique datasets
- The combination of targeting options is unique to Panacea
- Data cleansed quarterly and independently-verified from FCA Directory
- Monthly on-platform business volumes provided by Finscape
- Engagement history of Bento bulletins and lead gen emails
Benefits
- An intent-based marketing approach creates more relevant sales leads
- Access targeting expertise and recommendations to achieve goals
Download all our targeting options
Here’s an easy-to-digest, step-by-step guide for what we need from our partners when they want us to send out lead generation emails on their behalf:
1. Targeting Your Audience
- We will be providing follow-up data for lead generation purposes, so we can target exactly who your Distribution Team wants to be speaking to
- Option A: This can go to All Investment business writers over the last 6 months (in this case let James know)
- Option B: Use the Partner Targeting Dashboard to define your audience (James/Chris will be notified via this method)
- Option C: For in-depth targeting advice, speak directly to Chris.
2. Choose Your Email Style
- Solus Mail
- A focused message with 1–2 calls to action
- Recommended length: 140–200 words
- Shokado
- A themed email with 2–6 content snippets + links
- Include a short introductory paragraph
3. Book Your Send Date
- Contact James to book your slot
- Emails can be booked up to 1 month in advance
- Send date confirmed once content is received
- Let James know what you will be doing regarding targeting when booking in
4. Provide Your Content
- Send your content over to James
- In a Word document or pasted in the body of the email
- Include:
- Headline(s)
- Body copy
- Call-to-action(s)
- Article links (for Shokado)
- Top image (optional — see below)
5. Email Image Guidelines
- Top image should be 630px wide x ~315px deep
- Either provide your own image
- Or we can select a suitable one for you
Both:
- Title should be very directive, to the point and explain the subject matter
- Bold and colourful imagery tends to performs better
- Highlight the benefits of why they should click/read/join in bullet points
- Ask leading questions when encouraging users to click links
- Limit compliance wording within the actual body of the email
