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1. Figure 166 Detailed Statistics Custom Date Range E Date Range Fc Go ji z san z 2007 of Jan 2007 e Beneath the graphical representation of the information in the screen is a list of all the relevant records represented in the pie chart or timeline Use this list to see each individual record Figure 167 Detailed Statistics Individual Records Email Address amp Date Opened amp email 2268 domain com Opened Email As December 12 2007 3 08 pm HTML Email email 735 domain com December 12 2007 3 06 pm HTML Email email 1454 domain com December 12 2007 3 04 pm HTML Email e Some screens contain a list box that allows you to refine the statistics in the screen For example you can see information on all links clicked by recipients or select a specific link to see statistics Select the option from the list then click Go Figure 168 Detailed Statistics Refine Lists View stats For all links il THE TOOLBAR This section contains the following chapters Using The Home Screen Using Pinpointe Settings Using Templates Configuring User Accounts Using Tools Using The Home Screen This chapter discusses the screen that displays when you click the Home link in the toolbar Note This is the screen that displays by default when you log in Figure 169 The Home Link Home Templates UserAccounts Tools Settings
2. Select the template upon which you want to base this autoresponder 7 Click Next The autoresponder editor displays Figure 108 The Autoresponder Editor Create Autoresponder Enter the content of your autoresponder in the form below Click the Save amp Exit button when you are finished Save amp Keep Editing Save And Exit Cancel Autoresponder Details Email Subject HTML Content Create content using the WYSIWYG editor below Upload a file from my computer Import a file from a web site uu s Default i A t a Custom Fields subscribed as duo ad curn no Et Inram tamnor ine mai dinat thine iirhanitac ad HTML Tag lt BODY gt Edit Source Preview E h Insert a Custom Field Insert Unsubscribe Link Text Content Type text into the text box below Upload a file from my computer Import a file From a web site Your email client cannot read this email To view it online please go here web To stop receiving these emails If pe le keep your text to the left of the gray line above Why Insert a Custom Field Insert Unsubscribe Link Get Text Content From Editor Email alidation Check Your Email For Spam Check your email campaign for spam keywords Email Client Compatibility View your email in different email programs Preview Your Email Campaign From hel J To Preview Your Email Campaign amp Save
3. 2 Select the contacts to whom you want to send the campaign in the I want to section e To send the campaign to the entire list you select in the Contact list field select Send an email to all contacts in the selected list s below e To perform a search see step 5 and send the campaign to only the contacts matching the search select Send an email to contacts who match my search criteria in the selected list s below e To send the campaign to the entire list you select in the Segments field select Send an email to all contacts in the selected segment s below 3 Select the contact list s or seqment s to which you want to send the email campaign Use the search box below the list to search for contact lists or segments 4 Click Next 5 If you opted to perform a search for the contacts to whom you want to send the campaign the following screen displays If you did not opt to perform a search skip to step 6 Figure 91 Send an Email Campaign Search Contacts Send an Email Campaign Use the form below to choose which contacts rece Next gt gt Cancel Filter by Basic Details Email Address T o Email Format feitherFormat ooo o O 2 Confirmation Status confirmed oS Date Added T Yes filter by date subscribed your email You don t have to fill in all fields only the ones you want to filter on Learn more about filtering contacts Clicked On Link filter by link 9 Opened Email Campaign jy
4. Figure 65 Edit Suppressed Email Address Edit Suppressed Email Modify the details of the suppressed email address in the form below and click on the Save button Save Cancel Suppression Email Domain Details Email to Suppress I Want to Suppress Contacts from Global Suppression All Lists Leads For Sales Team Leads from Trade Show Oct 2007 Newsletter Subscribers From Product Demo s Newsletter Subscribers From Website s Webcast Attendees Nov 2007 zi Save Cancel Edit the address in the Email to suppress field if required You can also change the list that this email should be barred from To bar the email address from all lists in Pinpointe select Global suppression e Click Save when you have finished or click Cancel to return to the View suppressed emails list without saving any changes Suppressing an Email Address or Domain You can bar an email address or a domain like exampledomain com for instance from having emails sent to it This is known as suppressing the email address or domain This takes precedence over other settings for instance an email address may be an active member of a contact list but it will never have emails or autoresponders sent to it if it is suppressed Note You can suppress email addresses and domains by entering the information manually or by uploading a file containing the information Alternatively use the Contacts g
5. Copy Link Location Send to Page Info Removing Contacts Take the following steps to permanently remove a contact from Pinpointe Note You can remove contacts by entering their address manually or by uploading a file containing the addresses of each contact you want to remove Alternatively use the Contacts gt View all contacts screen to delete single contacts Note You can also use this procedure to mark contacts as unsubscribed see step 4 1 Click Contacts in the navigation bar then click Remove contacts Figure 58 Remove a Contact Choose Contact List Remove Contacts To permanently delete a contact from your list start by choosing which list you want to remove them from Removing a contact from your list cannot be undone Next gt gt Cancel Select a Contact List s Contact List Leads for Sales Team 4 active contacts Leads from Trade Show Oct 2007 7 active contacts Newsletter Subscribers From Product Demo s 3 932 active contact Newsletter Subscribers From Website 0 active contacts s 7 active contacts Webcast Attendees Nov 2007 0 active contacts z9 Next gt gt Cancel 2 Select the contact list from which you want to remove contacts Click Next Figure 59 Remove a Contact Define Contacts Remove Contacts Use the form below to remove contacts From your list You can set their status to unsubscribed or you can delete them from your l
6. Manipulating Images The HTML editor s Edit tab allows you to drag and drop images and change their size and aspect ratio You can also right click over an image to display shortcuts to image related design tools see Using Design Tools Figure 132 Right Click Image Cut Copy Paste if Paste as Plain Text Paste From MS Word Modify Image Properties Create or Modify Link Check Spelling Dragging and dropping an Image To drag and drop an image select the image and holding the left mouse button down drag it to the desired location the new location must be within an HTML section capable of containing images The cursor indicates the exact position to which the image will move Release the left mouse button Note The way in which an image displays is controlled by its image properties To change the properties select the image and click the Insert or modify image button g See Inserting and Editing Images for information on modifying image properties Resizing an Image To resize an image select it and use the handles that display to drag it to its new size or shape Use the handles at the corners of the image s borders circled in orange to resize the image preserving its aspect ratio Use the handles at the center of the image s borders circled in red to reshape the image changing its aspect ratio Figure 133 Resizing Images Manipulating Text and Image Containers
7. Table 16 Configuring Radio Buttons List of values Enter all the options the user may select the user may select only one option Each option has a radio button Sort values Click this to arrange the options from A to Z alphabetically Next Click this to save your changes in this screen and proceed with configuring your custom field See step 6 Cancel Click this to return to the View custom fields screen See Viewing and Managing Custom Fields Configuring a Date Field This section describes how to configure the screen that displays when you select Date Field in the Create a Custom Field Type and Name screen see Creating and Editing Custom Fields Figure 34 Configuring a Date Field Create a Custom Field Fill out the form below and then click ext gt gt to continue Next gt gt Cancel Custom Field Details Default Value _ as Display Order First ay Display Order Second month o oo Display Order Third pear oo Start Year fo 2 Stt i sSOSOSC OOOOOOOC End Year Ros oo 9 Next gt gt Cancel Table 17 Configuring a Date Field Default value Enter the date or other text that displays before the user selects anything You may leave this blank if you do not want anything to display Display order Select the order in which you want the day month and year to display first second third Start year Enter the earliest
8. 2 Enter the field s Name This is displayed next to the user entered value when the form content is returned 3 If you want text to display in the field before the user enters anything enter the text in the Initial value field 4 Specify the Character width if required 5 Enter the number of lines of text to display the text area s height in the Lines field 6 If your document has styles defined you can select a Style to have the field display using the selected style 7 Click OK to save your changes and close the window Alternatively click Cancel to close the window without saving any changes Inserting a Hidden Field A hidden field is a form field that does not display on the screen but contains data to be sent as part of the form content when the form is returned 1 Click the Form functions button and select Insert Hidden Field Figure 123 Insert Hidden Field y Enter the required information and click on the OK button to insert a hidden field into your webpage Name Initial alue OK Cancel 2 Enter the field s Name This is displayed next to the initial value when the form content is sent 3 Enter the field value in the Initial value field Since this is a hidden field there is no opportunity for the user to change this value 4 Click OK to save your changes and close the window Alternatively click Cancel to close the window without saving any changes Inserting a Butt
9. Pinpointe allows you to process bounced emails by deactivating the relevant contact in the contact list Subsequent emails are not send to the contact This is important because an email server that repeatedly sends email that is subsequently rejected by other servers can become blacklisted for spamming Note Contacts are not deleted from the list This allows you to keep the contact s information and also ensures that the invalid email address is not later added to the contact list by accident There are two types of bounced emails A soft bounce occurs if the error message returned is temporary such as the recipient s email inbox is full A hard bounce occurs if the error message is permanent such as the email account does not exist When a soft bounce occurs no action is taken but the bounce is logged If a contact receives five soft bounces it is treated as a hard bounce When a hard bounce occurs the contact is deactivated immediately Contact List Segments Segments are sets of contact list members who all fulfil certain criteria For example all members of a contact list whose e mail addresses end in co uk You can use multiple criteria to define segments For example all members of a contact list with two or more children and a household income of over 100 000 The criteria that you can use to define segments depend on the built in and custom fields you use for the contact list This
10. Table 10 Viewing Custom Fields Create a custom field Click this to define a new custom field See Creating and Editing Custom Fields for information on the screens that display Delete selected Select a box belonging to one or more fields then click this button to delete the selected fields E Select a box belonging to a field before clicking the Delete selected T button Select the box at the top of the column to select all fields Custom field This displays the name of the custom field This displays the date on which you created the custom field Type This displays the type of custom field See Creating and Editing Custom Fields for information on the types of custom fields available Mandatory This displays Yes if a contact must complete this field to be added to the contact list Action e Click Edit to modify a custom field See Creating and Editing Custom Fields for information on the screens that display e Click Delete to remove a custom field The field cannot be retrieved Creating and Editing Custom Fields Take the following steps to create a custom field 1 Click Custom fields in the navigation bar then click Create custom field Figure 26 Create a Custom Field Type and Name Create a Custom Field To create a custom field start by giving it a name and choosing the type of field you want to create below Click Next gt gt to continue Learn about custom fields here Next gt gt Cance
11. Content Block Heading is a block of text create another text the top right hand ce e Use the Preview bar to select the email client you want Pinpointe to emulate in the validation window By default the Original HTML version displays In the drop down list box select HTML preview to see how the HTML email will look in the specified client or select Text preview to see how the text version of the email will look e Use the Rule bar to see whether if your email breaks any of the rules used by each popular email client If your email is completely compliant with a client s rules a icon displays If it is not completely compliant a icon displays Note Just because a icon displays does not necessarily mean that your email will display poorly there are many ways in which an email may break a client s rules without significant problems Read the error message that displays beneath the icon and check the email by clicking on the client program s name in the preview bar e Use the Validation window to check how your email displays in the client you choose in the preview bar Using Statistics This chapter discusses how to use the Stats menu in the navigation bar Figure 149 The Stats Menu Contact Lists Contacts Email Campaigns ag Autoresponders Custom Fields E Forms ilh Stats l E Email Campaign Statistics View reports for each email campaign Home you ve sent ww Autoresponder St
12. Insert Unsubscribe Link Confirmation Email Text Thank you for subscribing to our newsletter To finalize your subscription please click on the confirmation link below Once you ve done this your subscription will be complete Insert a Custom Field Insert Unsubscribe Link Get Text Content from Editor Next gt Cancel Table 21 Designing a Confirmation Page and Email Form display options Let me customize Select this option to design the confirmation page in the WYSIWYG what the page editor that displays See Using the HTML Editor for information looks like Take the Select this option to redirect the user to another page on the Internet subscriber to an Enter the page s full URL in the field that displays for example existing website http www someite com somepage html address Confirmation email options Send from this This is the name of the person from which the confirmation email will be name sent This displays the default from name for the contact list you selected If you want to change this name enter the new name in this field Send from this This is the email address from which the confirmation email will be sent email address This displays the default from email account for the contact list you selected If you want to use a different email account enter the new address in this field Send reply emails This is the name of the person from which the conf
13. 5 iew Website Forms View and get the code for website forms that Home you ve already created Create a Website Form Build a subscription form which you can then place on your website dl Contact Activity for the Last 7 Days Forms Overview Forms allow members of the public to interact with Pinpointe by signing up to contact lists unsubscribing from contact lists and changing the details stored about them Contacts can also easily forward emails on to their friends using a form e The forms you use to allow people to sign up to or unsubscribe from contact lists are hosted on your own website The forms you add to your site on the Internet use scripts to interact with Pinpointe e The forms you use to allow contacts to change the details stored about them on Pinpointe or to forward an email to a friend are not hosted on your website Instead you can add them to the emails you send The forms you add to your emails also use scripts to interact with Pinpointe Therefore such forms will work correctly only when the form is able to access Pinpointe over the Internet and not when contacts view the emails offline Viewing and Managing Forms To view and manage your forms click Forms in the navigation bar and then click View website forms Figure 71 Viewing and Managing Forms View Website Forms C Form Name amp C A subscribe O EJ foo Website forms can be placed on your website to collect new cont
14. Date Added 7 Yes filter by date subscribed Clicked On Link I es filter by link Opened Email Campaign T Yes filter by opened email campaign Visible Fields Show These Fields Id Email Address Id Date Added pd Email Format d Activity Status TA Confirmed I First Name I Location Registered Filter by Custom Fields First Name Y Next gt gt Cancel 6 Configure the Filter by basic details fields If you want to search for all or part of an email address enter it in the Email address field If you want to search for contacts configured to receive HTML or Text emails only select the relevant option from the Email format list If you want to search for contacts who are Confirmed or Unconfirmed only select the relevant option from the Confirmation status list If you want to search for both leave Both confirmed and unconfirmed selected default If you want to search for contacts who are Active Bounced or Unsubscribed select the relevant option from the Activity status list If you want to search for contacts who subscribed Before or After a certain date Between two dates or Exactly on a particular date select Yes filter by date subscribed and make the relevant selection in the fields that display Figure 40 Searching Contacts Filter By Date Subscribed IV Yes filter by date subscribed amp Between z fi z Oct z 2o08 aoli oct 2008 Select t
15. Email subject This displays the subject line of the email campaign Contact list This displays the contact list to which the email campaign is scheduled to be sent Date scheduled This displays the date and time at which the email campaign is scheduled to be sent Activity status For email campaigns scheduled to be sent at a specific time in the future a timer displays that counts down to the time at which the campaign will be sent Waiting to send displays if the email campaign is scheduled for immediate sending but is yet to be sent The campaign will be sent when the cron job runs Paused displays when the email campaign has been temporarily stopped Complete displays when the email campaign has finished sending Action Click View to see a preview of the email campaign in a new browser window Click Pause to temporarily stop a campaign that is running Click Resume to start a campaign that has been temporarily stopped Click Edit to change the settings of an email campaign See Creating and Editing Email Campaigns for more information Click Delete to remove the campaign or campaigns from Pinpointe The campaign cannot be retrieved Using Autoresponders This chapter discusses how to use the Autoresponders menu in the navigation bar Figure 98 The Autoresponders Menu H Contact Lists Contacts Pj Custom Fields Forms View Autoresponders View or edit your existing autoresponder H
16. Logout Help You are logged in as Demo User System Time 10 15 pm 08 Oct 2008 GMT 5 00 Using the Home Screen Click Home in the toolbar Figure 170 The Home Screen Home alh Contact Activity for the Last 7 Days Wed Tue Mon Sun E Unconfirmed Contacts E Confirmed Contacts E Unsubscribes A Bounces B Forwards Would Like to Starte ersion Check You are currently running the latest version 5 0 9 View Contact Lists Getting Started Create a Contact List View Custom Fields To get ated sending emaks you need to complete each of the steps bel When you Sk on a lrk and cong Popular Help Articles View Email Campaigns il spin eS A Create Email Campaign Can I setup the application with multi heir own contact Send an Email Campaign lists and newsletters View Autoresponders Can I have custom fields like First na name Address in my subscription forms Can I automatically send out emails af e such as after an hour or a day etc Can I have a subscription form on my c application installed on my web server 3 Did you know Can I send attachments with my emails and autoresponders You can collect as much or as little as you like about your contacts by using custom fields Table 45 The Home Screen Contact activity for This graph in the upper half of the screen illustrates the activity of your the last seven days contacts emails and a
17. Pinpointe s HTML document layouts are based on HTML tables Text and images are placed inside the table cells Use the HTML editor s Edit tab to resize tables add and delete rows and columns You can also right click over a table to display shortcuts to table related design tools see Using Design Tools Figure 134 Right Click Table Paste Paste as Plain Text Paste From MS Word Modify Table Properties 2 i E E H Modify Cell Properties Insert Column to the Right D Caa Insert Column to the Left D y i Insert Row Above Insert Row Below Delete Row ee ee Delete Column Be Increase Column Span gE Decrease Column Span Increase Row Span Decrease Row Span Bod tn Check Spelling Resizing Tables To resize a table click anywhere in the table Use the handles that display to drag it to its new size or shape e Use the handles at the corners of the table s borders circled in orange to alter the table s width and height simultaneously e Use the handles at the center of the image s vertical borders circled in red to alter the table s width e Use the handles at the center of the image s horizontal borders circled in blue to alter the table s height Figure 135 Table Icons 416 x17411 29 While you are resizing a table a field displays showing the table s current size in pixels and the number of pixels it has changed
18. e If you selected Multiline text field see Configuring a Multiline Text Field e If you selected Numbers only see Configuring a Numbers Only Field e If you selected Pick list see Configuring a Pick List e If you selected Checkboxes see Configuring Checkboxes e If you selected Radio buttons see Configuring Radio Buttons e If you selected Date field see Configuring a Date Field 6 When you have completed the fields in this screen click Next Figure 27 Create a Custom Field Select Contact List Create a Custom Field Choose which contact list s you d like to associate this custom field with and then click the Save button below Save Cancel Select Contact Lists Contact Lists Taks for Sales Team Leads from Trade Show Oct 2007 7 Newsletter Subscribers From Product Demo s I Newsletter Subscribers From Website 7 Webcast Attendees Nov 2007 Save Cancel 7 Select the contact list or lists in which you want to use this custom field 8 Click Save to finish configuring your custom field The View custom fields screen displays see Viewing and Managing Custom Fields Configuring a Text Field This section describes how to configure the screen that displays when you select Text field in the Create a Custom Field Type and Name screen see Creating and Editing Custom Fields Figure 28 Configuring a Text Field Create a Custom Field Fill out the form below and then click Next
19. server or entered a URL in the External image field and clicked Load Click this icon to open a new browser window displaying the selected image at full size Alt text Height Enter the text that displays if the image is unavailable for example if the server is offline or the recipient s email client blocks images Note Not all email clients support Alt text Specify the width of the border around the image Enter 0 if you do not want a border around the image Note To change the border color insert the image and then use the Font color tool A to select the new border color Specify the width of the image in pixels Note This field is configured automatically when you select or load an image you do not need to change it if you do not want to resize the image Specify the height of the image in pixels Note This field is configured automatically when you select or load an image you do not need to change it if you do not want to resize the image Enter the amount of empty space to left and right of the image in pixels Enter the amount of empty space above and below the image in pixels Align Select where the image should display in relation to the paragraph of text in which it is placed Bear in mind that not all HTML viewers display aligned images in exactly the same way Baseline this aligns the image with the baseline of the text amp Y 2 The_quick brown_fox jumps over the Jazy_dog __
20. 1px name tid description mediumColor gt Type your company slogan here lt p gt lt td gt lt tr gt lt tr gt lt td style padding 0px Opx 20px 15px gt lt l StartBlockNoDelete gt lt h1 style border bottom 1px dashed rgb 127 156 186 margin 0px padding 0px Opx Spx font family Arial color rgb 102 102 102 font size 18px font weight normal letter spacing 1px display block name tid description darkColor gt Content Block Heading lt hi gt lt p style margin Opx padding 10px 10px 10px Opx font family Verdana font size 11px color rgb 51 51 102 line height 15px gt lt img N l src http iern interspire demo com admin resources email_templates Business Generic 203 20Promotit alt style border Spx solid rgb 247 247 247 margin Opx 10px 10px Opx padding 1px floa left height 119 width 180 gt This is a block of text for your email campaign Enter in your content here To create another block click on the Green icon at the top right hand corner lt br gt lt br gt This is a block of text for your email campaign Enter in your content here To create another text block click on the Green icon at the top right hand corner lt br gt lt br gt This is a block of text for your email campaign Enter in your content here To create another block click on the Green icon at the top right hand corner This is a block of text for your email campa
21. 7 si Newsletter October It s Wedding Season So Get Ready 20 Nov 2007 Not Sent HTML and Text View Send Edit Copy Delete Introducing Our Latest Product Introducing Our Latest Product 19 Nov 2007 19 Nov 2007 HTML and Text view Send Edit Copy Delete Table 25 Viewing Email Campaigns Create an email Click this to begin building a new email campaign See Creating and campaign Editing Email Campaigns for more information Choose an action Select one or more email campaigns select an option from the list and click Go to perform the selected action a Select a box belonging to an email campaign before choosing an option r from the Choose an action list Select the box at the top of the column to select all campaigns This displays the name of the email campaign Subject This displays the subject of the email campaign This is the text that displays in the email s subject line This displays the date on which you created the email campaign Last sent This displays the date on which you last sent the email campaign If you have not yet sent the email campaign Not sent displays Email format This displays the format of the email campaign e f the campaign is configured to send HTML emails only HTML displays e Ifthe campaign is configured to send plain text emails only Text displays e If the campaign is configured to send both HTML emails and plain text emails HTML and text displays Active A f icon di
22. For the Thank You Page Let me customize what the page looks like AY BU Zs Default Size1 A ay gt o Image Custom Fields Your subscription is now complete Thank you for subscribing to our contact list Your subscription is now complete al HTML Tag lt BODY gt Edit Source I Preview Insert a Custom Field Insert Unsubscribe Link Take the subscriber to an existing web site address Complete mode Thanks Email Options Send From This Names i __ Send From This Email Address nE Send Reply Emails to femail addresscom Send Bounced Emails to email addresscom Email Subject Thank You Email HTML z a x Ei T BuUdZ j 3 I Default z Szety 3 mae l custom Fields Thank you for signing up to our contact list and or contacting us Tf you have any problems you can contact us by replying to this email HTML Tag lt BODY gt Edit Source Preview Insert a Custom Field Insert Unsubscribe Link Thank you for signing up to our contact list and or contacting us Complete mode Thank You Email Text If you have any problems you can contact us by replying to this email Insert a Custom Field Insert Unsubscribe Link Get Text Content from Editor Next gt Cancel Note If you are creating a Send to friend form the Thanks email options do not display the Configuring forwarded email headers section displays See Co
23. You are logged in as Demo User System Time 2 52 am 19 Sep 2008 GMT 5 00 The Navigation Bar iil Stats E Forms agl Autoresponders Custom Fields Email Campaigns The Workspace e See The Toolbar for more information on the toolbar e See The Navigation Bar for more information on the navigation bar e The fields that display in the workspace depend on the screen you are currently viewing The Navigation Bar and The Toolbar sections of this user s guide deal with the workspace Tooltips and Knowledge Base Links Many objects in the GUI have tooltip icons next to them 4 Place your mouse pointer over the tooltip to see more information about the object Figure 4 Tooltips kh Format Options Would you like to give your contacts the option to choose which Format they will receive your email campaigns in Other objects have text links next to them Click these links to see an article from the knowledge base on the subject Figure 5 Knowledge Base Links g Choose the list s you want to add remove contact from and which custom fields to include on your oC To see more articles in the knowledge base click Help in the toolbar Sorting Lists When you see 4 and 4 arrow icons in a list heading use them to sort the list Click 4 to sort the list in ascending order or click 4h to sort the list in descending order Navigating Lists In pages with numerous li
24. for more information Action Click View to see detailed statistics about the user See Viewing Detailed User Account Statistics Viewing Detailed User Account Statistics To view detailed statistics about a user account click Stats in the navigation bar then click Contact list statistics Click a contact list s View link Note See Using the Detailed Statistics Screens for further information on these screens The Detailed contact list statistics screen displays at the Contacts snapshot tab Figure 157 Detailed User Account Statistics User Account Statistics User Account Statistics Emails Sent Statistics Snapshot User Summary Chart User Created November 19 2007 8 57 am Opened 75 Bounced 4 208 User Last Logged In October 7 2008 10 26 pm B Unopened 21 Last Email Campaign Sent November 21 2007 3 14 am o Bounced 4 Contact Lists 7 Unopened 21 1 068 Autoresponders Created Email Campaigns Sent Emails Sent Total Opens Total Unique Opens Opened 75 Total Bounces The following table describes the tabs in this screen Table 44 Detailed User Account Statistics User account Use this tab to see statistics about the user s creation date and last login statistics snapshot date the number of email campaigns autoresponders and contact lists the user has created and the number of opened and bounced emails the user has sent out Emails sent Use this tab to view th
25. gt gt to continue Next gt gt Cancel Custom Field Details Default Value Field Length Maximum Length Minimum Length Next gt gt Cancel Table 11 Configuring a Text Field Default value Enter the value that displays by default in the field you are configuring Note If a contact fails to enter information in this field this value displays in the contact s contact list entry Field length Enter the length of the field as you want it to display on your website Maximum length Enter the maximum number of characters a contact may enter in this field Minimum length Enter the minimum number of characters a contact may enter in this field Next Click this to save your changes in this screen and proceed with configuring your custom field See step 6 Cancel Click this to return to the View custom fields screen See Viewing and Managing Custom Fields Configuring a Multiline Text Field This section describes how to configure the screen that displays when you select Multiline text field in the Create a Custom Field Type and Name screen see Creating and Editing Custom Fields Figure 29 Configuring a Multiline Text Field Create a Custom Field Fill out the form below and then click Aex gt gt to continue Next gt gt Cancel Custom Field Details Default Value Number of Rows Number of Columns Next gt gt Cancel Table 12 Configuring a Multiline Text F
26. prevent the template from being used for a new email campaign or autoresponder e Make Global allow all users to use the template regardless of their privileges e Remove From Global allow only certain users to use the template Configure user template privileges in the User Account gt Create User gt User Permissions screen for each user You can also view edit or copy a template To manage acustom email template you already created click Templates in the toolbar then Custom email templates Figure 183 Templates Custom Email Templates View Custom Email Templates Custom email templates can be used as the basis of any new email campaigns you create Learn more about them by reading this article Create a Custom Template Choose an action z Go Results per page 110 Pages Page 1 of 1 Back 1 Next r Template Name amp Created amp Email Format Active Global Action i Flowerart 21 Nov 2007 HTML aS ZY View Edit Copy Delete Table 48 Templates Custom Email Templates Create a Custom Click this to go to the Create a Custom Email Template screen See Template Creating and Editing Custom Email Templates Choose an action Select one or more custom templates select an option from the list and click Go to perform the selected action D Select a box belonging to a template before choosing an option from the Choose an action list Select the box at the top of the column to select all c
27. 1 View Newsletter Subscribers From 168 hours tls Get 20 off Today Only Product Demo s after signup Immediately dh First Follow Up Leads for Sales Team after signup X Newsletter Subscribers From 24 hours Get ti t from Our Widgets f ib 4 Few Tips to Get the Most from Our Widget Product Demo s after signup Table 39 Viewing Autoresponder Statistics Choose an action Select one or more autoresponders select an option from the list and click Go to perform the selected action Select a box belonging to an autoresponder before choosing an option from the Choose an action list Select the box at the top of the column to select all autoresponders Name this This displays the name of the autoresponder autoresponder Contact list This displays the name of the list with which this autoresponder is associated This displays the time after signup that this autoresponder is sent Recipients This displays the number of contacts to whom the autoresponder has been sent Unsubscribes This displays the number of contacts who subsequently unsubscribed from the contact list using the link in the autoresponder This displays the number of autoresponders of this type that could not be delivered Action e Click View to see detailed statistics about the autoresponder See Viewing Detailed Autoresponder Statistics Click Print to select the autoresponder s statistics you want to print view a preview of the pri
28. 2007 HTML Active Confirmed 5 Demo s View Edit Delete Newsletter Subscribers From Product email 1001 domain com 19 Nov 2007 HTML Active Confirmed Demo s View Edit Delete Newsletter Subscribers From Product View Edit Delete 1002 domain com 19 Nov 2007 HTML Active Confirmed 5 Edit Demo s Newsletter Subscribers From Product 1003 domain com 19 Nov 2007 HTML Active Confirmed Demo s View Edit Delete Newsletter Subscribers From Product 1004 domain com 19 Nov 2007 HTML Active Confirmed Demo s View Edit Delete Newsletter Subscribers From Product 1005 domain com 19 Nov 2007 HTML Active Confirmed Demo s View Edit Delete Newsletter Subscribers From Product 1006 domain com 19 Nov 2007 HTML Active Confirmed Demo s Newsletter Subscribers From Product 1007 domain com 19 Nov 2007 HTML Active Confirmed Demo s Newsletter Subscribers From Product 1008 domain com 19 Nov 2007 HTML Active Confirmed Demo s View Edit Delete O o o o o o ol Esi al Ee m h h b h h h dh amp Newsletter Subscribers From Product 1009 domain com 19 Nov 2007 HTML Active Confirmed Demo s View Edit Delete Page 1 of 502 Table 18 Viewing Contacts By default this displays All contacts Click the triangular icon to view Contact lists or Segments Figure 37 Contact List and Segment Menu v e Contact Lists View All Leads for Sales Team Leads from Trade S
29. 5 If the contact list contains custom fields you can search each field in the Filter by custom fields section 6 Click Next Figure 106 Autoresponder Sending Options Create Autoresponder 4utoresponders are emails that you can set up to be sent automatically to contacts at different intervals after they subscribe Learn more about autoresponders Next gt gt Cancel Autoresponder Details Send From This Name Demo User Send From This Email Address lemail address com Send Reply Emails to lemail address com j Send Bounced Emails to email address com Email Format l HTML and Text Recommended My First Name Custom Field is l Please select your name custom field x My Last Name Custom Field is Please select your name custom field x Send to Existing Contacts T Yes send this autoresponder to existing contacts 2 Sending Options Send this Autoresponder Oi As soon as the contact joins my list 2 After the contact has been on my list For fo hour s X Advanced Options Yes send the email as multipart x Send Your Email as Multipart Yes track opening of HTML emails 27 xl Track Open Rates for HTML Emails Yes track all links in this email campaign amp xI Track Links Clicked in this Email Yes embed images in the content Embed Images as Attachments Autoresponder Content Create the
30. BB unopenea 21 2 W souncea C4 2 Unopened 21 Bounced 4 Opened 75 x 4 Close the preview window Inthe Print Statistics screen click Print A print dialog box opens Figure 161 Printing Statistics Print Dialog II x m Printer Name Adobe PDF Properties Status Ready Type Adobe PDF Converter Where Desktopi pdf Comment J Print to file m Print range Copies All Number of copies fi Pages from 1 tafi 3 3 M Collate Selection pee ne Print Eames s laid out on the screen C The selected frame Each frame separately Select the printer you want to use Click Properties to configure the print job further Note If you want to make a PDF file and have a PDF generation application such as Adobe Distiller select the application from the Name menu 5 Click OK to send the print job to the printer Using the Detailed Statistics Screens When you click a View link in one of the statistics screens a Detailed statistics screen displays This screen contains multiple tabs each of which displays a different subset of information about the subject see the section on each screen for information on each tab Each detailed statistics screen shares many features e Use the list at the left of each screen to see detailed statistical information about the relevant subject Figure 162 Detailed Statistics Det
31. Contact List New list details List name List owner s name List owner s email List reply to email Notify the list owner Custom fields Add these fields to list Visible fields Show these fields Company details Company name Company address Company phone number Enter the name for this contact list This name appears in the control panel and subscription forms Enter the name of the list owner This is the name that appears on emails to this contact list Enter the e mail address of the list owner This is the default from address that displays on email sent to this contact list Enter the default reply email address for emails sent to this contact list Select the check box to have an email sent to the List owner s email every time a contact subscribes to or unsubscribes from the list Select the custom fields you want to associate with this list Select the fields you want to display in the list s View contacts page Enter your company name This is used when you add the companyname variable in your emails to this list Note Configure this field and use the 3 companyname variable in your emails to adhere to the CAN SPAM act Enter your company address This is used when you add the companyaddress variable in your emails to this list Note Configure this field and use the 3 companyaddress variable in your emails to adhere to the CAN SPAM act Enter your company addre
32. Content from Editor Email Header Text This email was forwarded to you by REFERRER_EMAIL Next gt Cancel Table 23 Designing Forwarded Email Headers Email header Design the HTML header in the WYSIWYG editor that displays See Using HTML the HTML Editor for information Note The REFERRER_EMAIL variable places the email address of the contact who forwarded the email into the HTML header Email header Enter the text that displays in the plain text header text Note The REFERRER_EMAIL variable places the email address of the contact who forwarded the email into the HTML header Next Click this to proceed to the next screen The next screen depends on the option you selected in the Configuring basic form settings screen Cancel Click this to return to the View website forms screen Designing an Error Page Use this screen to configure a page that displays if there is an error in the subscription or unsubscription modification or forwarding process Figure 80 Designing an Error Page Create a Website Form If something goes wrong during signup the contact will be shown the options you choose in the form below Save Cancel Error Page Options For the Error Page fe Let me customize what the page looks like BAY BULL EE b Default z Sizety 3 mae SA Custom Fields 9 An error has occurred 4n error s has occurred while trying to subscribe you to ou
33. Newsletter Subscribers From Website 0 suppressions Webcast Attendees Nov 2007 0 suppressions Next gt gt Cancel 2 Choose the contact list for which you want to see suppressed email addresses To see suppressed email addresses for all lists select Global Suppression Figure 64 Email Suppression List View Suppressed Email Addresses View Suppressed Emails for Global Suppression All Lists Email addresses included in a suppression list will never be emailed even if they are still subscribed to a contact list Suppress an Email Address or Domain Delete Selected Results per page 110 lt Pages Page 1 of 1 Back 1 Next D Email Address amp Date Suppressed Action O Eg foo bar com 02 Oct 2008 Edit Delet e 3 This screen displays the list of suppressed email addresses for the list or lists you specified as well as the date on which each address was suppressed You can take the following actions e Click Suppress an email or domain to add an entry to the email suppression list See Suppressing an Email Address or Domain e Select the checkbox next to an Email address select the checkbox at the head of the column to select all entries in the list and click Delete selected to remove the address from the list The address is no longer suppressed You can also delete an address by clicking its Delete link e Click an address s Edit link to edit the suppressed address s details
34. This chapter discusses how to use the Templates menu in the toolbar Figure 182 The Templates Menu Home Templates User Accounts Tools Settings Logout Help 6 49 9 Sen 2008 6 You Custom Email Templates Time 5 49 am 19 Sep 2008 GMT 5 00 Create a Custom Template 13 Cust s ie Built In Email Templates ilh Stats Templates Overview Templates control the look of your email They specify which fonts and text colors to use the background colors and images to display and the size and shape of the text areas on the user s screen How Templates Work Templates use HTML HyperText Markup Language to define your email s aesthetics The user s email client reads this information and displays the email accordingly This gives your email the same design flexibility found in HTML web design Note If in doubt it is strongly advised that you configure email templates to send both HTML and plain text elements multipart Some email clients cannot display HTML and some users turn HTML display off so it is important to transmit a plain text element as well You can assign templates to new email campaigns or to autoresponders Advantages of Templates Using templates to coordinate your email campaigns confers two main advantages First your email is instantly recognizable You can use templates to define or extend corporate branding by presenting the user with your company s color scheme lo
35. Top aligns the image with the top of the tallest possible letters in the line of text even if there are no tall letters SN war games s Middle in most browsers this aligns the baseline of the line of text with the middle of the image The_quick brown_fox jumps over the Jazy_dog __ N However in some browsers this aligns the middle of the text with the middle of the image like ABSmiddle Fhe pHck brown fox jumps over the lazy des Bottom this behaves the same as Baseline amp Ca The_quick brown_fox jumps over the Jazy_dog In some older browsers bottom referred to the absolute bottom of the text including letters with tails such as g and y TextTop this is very similar to Top This aligns the image with the tallest actual letters in the line of text war games g Ca ABSmiddle this aligns the middle of the text with the middle of the image FF rick avin jumps over thelezydog N ABSbottom this aligns the bottom of the image with the absolute bottom of the text including letters with tails such as g and y x O v Left this places the image at the left margin Text flows around the image The quick brown fox jumps over the lazy dog The quick brown fox jumps A over the lazy dog The quick brown fox jumps over the lazy dog The quick brown fox jumps over the lazy dog Right this places the image at the right ma
36. Use this to change all the contacts in the selected list or lists to confirmed contacts e Update contacts status to unconfirmed unconfirmed contacts are those who have not yet replied to a confirmation request email Use this to change all the contacts in the selected list or lists to unconfirmed contacts e Merge the selected lists together select two or more lists and use this to combine them An Edit contact list screen displays see Creating and Editing Contact Lists for information on the fields in this screen allowing you to define the new combined list You can also view search and add contacts and edit copy or delete a contact list Figure 10 Viewing Contact Lists View Contact Lists Contact lists are used to store details about subscribers or leads which include their email address and other details such as name company age etc Create a Contact List Choose an action x Go Results per page 10 Pages Page 1 of 1 Back 1 Next List Name amp Created Contacts List Owner Archive Action A Leads for Sales Team 20 Nov 2007 3 Demo User GE view Contacts Search Contacts Add Contact Edit Copy Delete Newsletter Subscribers From Product ences 19 Nov 2007 3 930 Demo User EE view Contacts Search Contacts Add Contact Edit Copy Delete v B Newsletter Subscribers From Website 20 Nov 2007 0 Demo User GE view Contacts Search Contacts Add Contact Edit Copy Delete r r O 4 Leads
37. address e Company name e Job title However another type of list might contain different types of information For example a contact list for customers of a men s clothing store might contain information such as e First and last name e Email address e Suit jacket size e Last product purchased The information a contact list contains depends solely upon the built in and custom fields that you define and populate with information When you create contacts yourself by entering information from business cards after a trade show for instance you must enter the information yourself when contacts add themselves to lists by signing up for a newsletter for instance they must enter the information themselves These fields allow you to personalize your email campaigns For example the owner of the men s clothing store would be able to use the custom fields mentioned above to send out highly personalized emails such as Dear Mr Smith Thank you so much for purchasing your overcoat from our store recently Asa valued customer would like to let you know about our fall line of sport coats available in your size 42 long Bounced Emails Bounced emails are emails you send that cannot be delivered to the recipient This can happen for a variety of reasons the recipient s mailbox is full the account has been closed or does not exist and so on When an email bounces an error message is returned to Pinpointe
38. advised to use checkboxes when a user may select all none or a variety of options 1 Click the Form functions button and select Insert Checkbox Figure 125 Insert Checkbox y Enter the required information and click on the OK button to insert a checkBox into your webpage Name Initial Value Initial State Uncheckec Style 7 OK Cancel 2 Enter the checkbox s Name 3 Enter an Initial value field This value will be returned along with the Name when the form is sent 4 Select the Initial State of the checkbox e Select Unchecked to have the button empty off by default e Select Checked to have the button selected on by default 5 If your document has styles defined you can select a Style to have the checkbox display using the selected style 6 Click OK to save your changes and close the window Alternatively click Cancel to close the window without saving any changes Inserting a Radio Button Radio buttons i allow users to select options in a form Use radio buttons when a user may select only one of a range of options When multiple radio buttons in a form have the same Name only one may be checked ata time Note Unlike checkboxes radio buttons cannot be unchecked deselected by clicking on them a second time The only way to deselect a radio button is to select another radio button in the form with the same Name For this reason it is advised to use radio buttons
39. amp Keep Editing Save And Exit Cancel Note If you selected Text only in the previous page the HTML Content section in this page does not display Likewise if you selected HTML only the Text Content section in this page does not display 8 Specify how you want to build the HTML autoresponder e If you want to use the built in WYSIWYG What You See Is What You Get editor in this page select Create content using the WYSIWYG editor below e If you want to use an HTML file on your computer select Upload a file from my computer Click the Browse button that displays A file upload window displays locate and select the file you want to use and click OK Click Upload The HTML editor screen updates to show the new file If you want to use a file from a page on the Internet select Import a file from a web site and enter the full URL for example http www examplesite com examplepage html in the field that displays Click Import The HTML editor screen updates to show the new file 9 Customize the HTML email using the editor See Using the HTML Editor for more information 10Customize the text email using the editor See Using the Text Editor for more information 11Check that your autoresponder will not be marked as spam by a recipient s email client Click Check your email for spam Note This checks the text in your autoresponder against a list of known spam keywords However it cannot guarantee that your auto
40. can click to see the version of this HTML version of the email stored on email Pinpointe server Link to contact ilingli i A hyperlink recipients can click to see the list archive HTML versions of all emails sent to the contact list to which they belong stored on o server Company name companynames Your Your company s name o s name Company companyaddress Your company s address address Company phone companyphone Your company s telephone number number Using the Editing Window Use the editing window inthe HTML editor to e Add and delete text blocks e Compose and edit text e Manipulate images e Manipulate text and image containers e Compose and edit HTML e Preview your email Adding and Deleting Text Blocks When you are using a document containing text blocks you can easily add and delete blocks using the and icons that display Note This option is not available in all documents Figure 130 Text Block Icons Content Block Heading his is a block of text for your email campaign Enter in your content here To create another block click on the Green icon at he top right hand corner his is a block of text for your email campaign Enter in your content here To create another text block click on the Green icon at the top right hand corner his is a block of text for your email campaign Enter in your content here To create another block click on th
41. click this to align the text to the left side of its text box Align center Select text in the document and then click this to align the text to the center of its text box Align right Select text in the document and then click this to align the text to the right side of its text box Justify Select text in the document and then click this to align the text to both the left and right sides of its text box Help Click this to see online help for the HTML editor from Pinpointe knowledge base Remove text Select text and click this to return the text to its default state formatting Increase indent Select text and click this to increase the space between the text and the left side of its text box Decrease indent Select text and click this to decrease the space between the text and the left side of its text box Subscript Select text and click this to reduce the text in size and drop it below the regular level Superscript Select text and click this to reduce the text in size and raise it above the regular level Insert link Select text then click this to turn the text into a hyperlink The Link screen displays See Creating and Editing Hyperlinks for more information Create email link Select text then click this to turn the text into a link that a recipient can click to send an email to the address that you specify See Creating and Editing Email Links for more information
42. contacts have been found so Far 0 contacts have not been imported so far 0 lines contain suppressed email addresses or domains so far 0 lines contain unsubscribed email addresses so far O lines contain bad data so Far When the process is complete a screen displays with a report of the results Figure 50 Contact Import Report Import Contacts The contact import has been completed successfully 7 contacts were imported successfully 0 contacts were updated successfully 0 contacts contained duplicate email addresses O contacts are unsubscribed 0 contacts are suppressed from joining this contact list 0 contacts contained bad data O contacts were not imported successfully Exporting Contacts To a File Take the following steps to export contacts to a CSV Comma Separated Value or XML Extensible Markup Language file Note You can export all contacts from a list or multiple lists or export only contacts who match certain criteria 1 Click Contacts in the navigation bar then click Export contacts to a file Figure 51 Export Contacts Toa File Export Contacts to a File 4 copy of your contact list can be exported to a CSY file that you can download to your computer Please choose which contact list you wish to export from Next gt gt Cancel Search Options I Want to Ey port all contacts in the selected contact list Export specific contacts from within the selected contact l
43. contain com in their email address 4 contact is a person that has been added or has subscribed to your contact list Your existing contacts are shown below You have 5 013 contacts in your segment They are shawn below Add a contact to my list Choose an action Go Results per page 10 Pages Page 1 of 502 Email Address amp Date Added Email Format Admix Status Confirmed Contact List Newsletter Subscribers From Product email 1000 domain com 19 Nov 2007 HTML Active Confirmed Demo s Newsletter Subscribers From Product email 1001 domain com 19 Nov 2007 HTML Active Confirmed Demo s Newsletter Subscribers From Product email 1002 domain com 19 Nov 2007 HTML Active Confirmed 4 Demo s Newsletter Subscribers From Product email 1003 domain com 19 Nov 2007 HTML Active Confirmed Demo s Newsletter Subscribers From Product email 1004 domain com 19 Nov 2007 HTML Active Confirmed Demo s Newsletter Subscribers From Product 1005 domain com 19 Nov 2007 HTML Active Confirmed Demo s Newsletter Subscribers From Product email 1006 domain com 19 Nov 2007 HTML Active Confirmed Demo s Newsletter Subscribers From Product email 1007 domain com 19 Nov 2007 HTML Active Confirmed Demo s Newsletter Subscribers From Product email 1008 domain com 19 Nov 2007 HTML Active Confirmed Demo s aiala alala mao a o ga b b b b b b b pb b ib
44. copy it click in the textbox and press Ctrl C on your keyboard Website Form HTML Code lt Do not modify the NAME value of any of the INPUT fields font family georgia t font size l4px background color 46444 border 3px solid 000000 padding 10px 3 Select the code in the Website from HTML code section and copy it CTRL C Note Bear in mind the warning included at the top of the HTML Do not modify the NAME value of any of the INPUT fields the FORM action or any of the hidden fields e g input type hidden These are all required for this form to function correctly 4 In your web development application s HTML code editing window paste CTRL V the code into the required location Note If your web development application requires that you copy files from Pinpointe do so Figure 82 Paste HTML into Web Development Application pasi Do not modify the NAME value of any of the INPUT fields the FORM action or any of the hidden fields eg input typeshidden These are all required for this form to function rrectly color white myForm background color 46444D border 3px solid 000000 padding 10px 5 Check align and modify the form in your web development application s WYSIWYG or text editor Note When you edit the form remember that its styles are defined in the form code and are not inherited from your page or CSS If you want to change the ap
45. e You can specify the kind of field you want to make text box drop down list check box and so on and a variety of other settings e You can also specify whether or not the field should be mandatory if a field is mandatory it must be filled in before you can successfully add a contact to the list See Creating and Editing Custom Fields Note Skip this step if you do not want to collect information that is not covered by the built in fields Add contacts to your contact list Manually add information about one or more people to whom you want to send emails You can also upload a file containing contacts information if you have one See Adding or Editing a Contact Create a signup form Use Pinpointe to create an HTML form you can add to your website that allows people to add their information to your contact list See Creating and Editing Forms Skip this step if you do not want to allow people to sign up to join your contact list Place the signup form on your website Add the HTML form you created in step 5 to a page on your website See Adding a Form to Your Website Skip this step if you did not create a form in step 5 Create an email campaign Email campaigns control the emails you sent to the contacts on your contact list e Specify whether you want to send an HTML email a plain text email or both known as multipart e Design the HTML and or text components of the campaign Use the built in templ
46. if you want to send the email campaign immediately campaign now Deselect this to schedule a date and time to send the email Figure 93 Schedule Email Campaign T Yes send my email campaign now untick to schedule os z i foct 2008 at 4 z 06 gt fam z Select the date month and year in the first three lists and select the hour minute and AM PM in the last three lists Notify owner Select this if you want to send an email to the list owner when a about sending scheduled campaign starts sending and another when it finishes sending Advanced settings optional My first name If your email campaign uses a custom field to define a recipient s first custom field is name select it here If your email campaign uses a single field to define a recipient s name select it in this field My last name If your email campaign uses a custom field to define a recipient s last custom field is name select it here If your email campaign uses a single field to define a recipient s name leave this field blank Send youremail Select this to send both HTML and text elements of a multipart email as multipart campaign to recipients This allows a recipient s email client to choose the correct display method Note Use this option if you are unsure Also use this option if you don t provide your recipients with the ability to choose HTML or text emails Track openrates Select this to have
47. in Pinpointe click Contacts in the navigation bar then click View all contacts You can e Add anew contact add a contact to Pinpointe e Delete selected contact s remove the selected contacts from Pinpointe e Update contacts to receive text campaigns change the status of selected contacts allowing them to receive emails in text format e Update contacts to receive HTML campaigns change the status of selected contacts allowing them to receive emails in HTML format e Update contacts status to confirmed confirmed contacts are those who have replied to a confirmation request email Use this to change the selected contact or contacts to confirmed status e Update contacts status to unconfirmed unconfirmed contacts are those who have not yet replied to a confirmation request email Use this to change the selected contact or contacts to unconfirmed status You can also view edit and delete contacts Figure 36 Viewing Contacts View All Contacts Advanced Search 4 contact is a person that has been added or has subscribed to your contact list Your existing contacts are shown below You have 5 013 contacts across all of your ists They are shown below Add a contact to my list Choose an action z Go Results per page 10 Pages Page 1 of 502 Email Address Dais Added Emai Format slay Status contsned t contact List 8 Newsletter Subscribers From Product email 1000 domain com 19 Nov
48. in the HTML editor at its modified width Inserting and Editing Forms HTML forms allow recipients of your email to perform a variety of tasks They can enter information in form fields select options using radio buttons check boxes and list boxes and click buttons to send or reset the form Furthermore hidden form fields in your emails do not display in the recipient s email client but convey information back to you when a form is sent Forms reference scripts in order to perform the required action These scripts may be located on Pinpointe server or on another server on the Internet Alternatively forms can use an HTML mailto command to email the form contents to a specified address When you want to add a form to your document first insert a new form and then add the required fields to the form Note Bear in mind that popular email clients handle forms differently Some clients do not display forms whereas others do not permit full form functionality An alternative to using forms in your email is to link to a page on your website where a recipient can perform the required task Inserting a Form Take the following steps to add a form to a document 1 Inthe HTML editor place the insertion point where you want the form to appear Click the Form functions button a and select Insert form The Insert form screen displays Figure 120 Insert Form y Enter the required information and click on the OK button to insert a
49. last name custom Field x M Yes send the email as multipart 9 M Yes track opening of HTML emails 9 I Yes track all links in this email campaign amp l Yes track my campaign using Google Analytics T Yes embed images in the content Next gt gt Cancel Table 26 Send an Email Campaign Campaign Settings Email campaign settings Send this email campaign Send from this name Send from this email address Send reply emails to Select the email campaign that you want to send from the list Click Preview to see the campaign in a new browser window This displays the default from name for the contact list you selected If you want to change this name enter the new name in this field This displays the default from email account for the contact list you selected If you want to use a different email account enter the new address in this field This displays the default reply email address for this contact list When a contact replies to your email campaign this is the address to which the reply is sent If you want to use a different address enter the new address in this field Send bounced This displays the default bounced email address for this contact list This emails to is the address to which undeliverable emails are sent If you want to use a different address for handling bounced emails enter the new address in this field Email scheduling settings Send your Select this
50. list Otherwise select Confirmed e If you want to configure imported contacts to receive plain text emails only select Text in the Format list Otherwise select HTML Note HTML contacts can receive both HTML and text emails e When you select Yes overwrite existing contact details an email address that is already stored in the contact list is overwritten if the same address appears in the imported contact list e When you select Yes add contacts to autoresponders any autoresponders created for this list are sent out to the imported contacts If you deselect this option the imported contacts do not receive autoresponders If you are not sure deselect this option 4 Inthe File details section specify how the file you want to import is configured e If the file you want to import contains headers a line of information at the start of the file that defines field names select Yes this file contains headers Note The names of field headers should be separated by the character you specify in the Field separator field e Specify the Field separator your file uses to identify where fields begin and end Note Ina CSV file the field separator is usually acomma e If your file uses a character to enclose field s information enter it here If you are not sure leave this field blank 5 If you want to import a file from your computer select Upload a file from my computer and click Browse to locate the file 6 If you want
51. more information Check that your template displays correctly in a variety of common email clients Click View your email in different email programs The Email Validation screen displays in a new window see Validating an Email When you have finished close the window Configure the Miscellaneous options e Select Yes this template is active if you want the template to be available for use once you have saved it Otherwise deselect this option You can activate the template later Select Yes this template is global if you want the template to be available to all users If you want to restrict the template to certain users deselect this option You can configure individual user s privileges in the User Account gt Create User gt User Permissions screen Finish the template e Click Save to save the new template and remain in this screen to make further changes e Click Save and exit to save the new template and go to the View Custom Templates screen see Managing Custom Email Templates e Click Cancel to return to the View Custom Templates screen without saving the template Any changes you made are lost Editing a Custom Template Take the following steps to edit an existing template 1 Click Templates in the toolbar and select Custom email templates Click Edit next to the template you want to edit The Update Template screen displays Figure 186 Custom Email Templates Update Template Update Template C
52. opened email campaign Filter by Custom Fields First Name Location New York Chicago Los Angeles Next gt gt Cancel The fields that display in this screen are the same as those in the Contacts gt Search contacts screen See Searching Contacts for more information Click Next 6 Use this screen to configure your campaign settings Figure 92 Send an Email Campaign Campaign Settings Next gt gt Cancel Email Campaign Settings Send This Email Campaign Send From This Name Send From This Email Address Send Reply Emails to Send Bounced Emails to Email Scheduling Settings Send Your Email Campaign Now Notify Owner About Sending Advanced Settings Optional My First Name Custom Field is My Last Name Custom Field is Send Your Email as Multipart Track Links Clicked in this Email Embed Images as Attachments Track Open Rates for HTML Emails Send an Email Campaign Fill out the Form below to send an email campaign IF you are unsure what any of the advanced options mean then you can skip them This email campaign will be sent to approximately 3 contacts Why approximately Please select an email campaign 7 QA Preview Demo User o mail address com Jemail address com y Jemail address com y M Yes send my email campaign now untick to schedule amp M Yes notify the owner of the list s when sending starts and ends 2 Please select your
53. request email Action Click View to see information about the contact The Contacts gt View contact screen displays Click Edit to modify the contact s information The Contacts gt Edit contact screen displays Click Delete to remove the contact from Pinpointe Creating and Editing Contact Lists Take the following steps to create or edit a contact list 1 To create a new contact list click Contact lists in the navigation bar Select Create a contact list To edit an existing contact list click Contact lists in the navigation bar select View contact lists Click the Edit link next to the contact list you want to modify 2 Configure the fields in the screen that displays Figure 13 Create or Edit a Contact List Create a Contact List Contact lists are used to store details about subscribers or leads which include their email address and other details such as name company age etc New List Details List Name List Owners Name List Owners Email List Reply To Email List Bounce Email Notify the List Owner JV Yes send subscribe and unsubscribe notification emails to the list owner Custom Fields Add These Fields To List T First Name I Location I Registered Visible Fields Show These Fields d Email d yd Date Added IY Email Format Td Activity Id Confirmed Company Details Company Name Company Address Company Phone Number Table 6 Create or Edit a
54. up at your website Pinpointe creates the contact record Contacts are arranged into contact lists Each contact must belong to one contact list See Contact List Overview for more information You can also arrange contacts using segments lists of contacts in one or more contact lists that share certain criteria See Creating Editing and Viewing Segments for more information Each contact has a contact record that contains information about the person it represents When you create a contact list you specify the types of information you want to hold by selecting the fields for the list All contact records in a list have the same fields There are two types of field built in and custom You can define custom fields yourself using the Custom fields gt Create a custom field screens The minimum required information for a contact is e Email address required to send emails Email format HTML or text required so that users with text only email clients are not sent HTML emails e Confirmation status confirmed or unconfirmed required so that you can use double opt in confirmation When you use double opt in confirmation users who sign up to your contact list receive an email to confirm that they want to join Note Double opt in confirmation is not mandatory However it is strongly recommended that you use it in order to avoid sending potentially unwanted emails Viewing and Managing Contacts To view the contacts stored
55. when the user must select one option or another for example Yes want to receive updates or No don t want to receive updates and to specify one of the radio buttons as selected by default use the Initial state list 1 Click the Form functions button and select Insert Radio Button Figure 126 Insert Radio Button y Enter the required information and click on the OK button to insert a checkBox into your webpage Name Initial Value Initial State Unchecket Style X OK Cancel 2 Enter the radio button s Name Give all radio buttons in the same options list the same Name 3 Enter an Initial value field This value will be returned along with the Name when the form is returned 4 Select the Initial State of the radio button e Select Unchecked to have the radio button empty off by default e Select Checked to have the radio button selected on by default 5 If your document has styles defined you can select a Style to have the radio button display using the selected style 6 Click OK to save your changes and close the window Alternatively click Cancel to close the window without saving any changes Inserting a List Box List boxes also known as select fields allow users to select an option from a drop down or static list 1 Click the Form functions button and select Insert Select Field Figure 127 Insert List Box P Enter the required information and
56. year the user may select End year Enter the latest year the user may select Next Click this to save your changes in this screen and proceed with configuring your custom field See step 6 Cancel Click this to return to the View custom fields screen See Viewing and Managing Custom Fields Using Contacts This chapter discusses how to use the Contacts menu in the navigation bar Figure 35 The Contact Lists Menu View All Contacts View or search for contacts across all of your lists 4 Search Contacts Search for contacts across all of your lists and segments Add a Contact Type the details of a new contact into a form and add them to your list 5 rt Contacts Fr a Upload a file from your computer containing a list of contacts or leads c3 Export Contacts to a File Export contacts from one more lists to a file which you can download Unsubscribe or permanently remove contacts from your list a Email Suppression List Suppressed emails remain in your lists but won t receive emails A Suppress an Email or Domain Add an email address or domain to the suppression list Contacts Overview A contact is a person to whom you send email campaigns Contacts can be added to Pinpointe in one of three ways e You manually create a contact record and input the information yourself e You import contacts from a CSV Comma Separated Value file Pinpointe creates contact records for each entry e A contact signs
57. your HTML document Note Not all fields are available for all documents Note Not all elements shown here display in Simple mode To view all elements click Complete mode at the bottom of the screen See Using Tags and Tabs Figure 111 HTML Design Tools ag Theme ox am VY BU Zs EEZ 7 2 eel x WAL Bimce FE a O Custom Fields Default gt Size1 Normal JA V H Table 30 HTML Design Tools Click this to choose the text color scheme for your document Select a color to change all heading text to a matching color If you choose No color the document s default text color scheme is used If you want to use a color that does not display in the list click More Colors An advanced color picker displays Select the color you want to use or enter its RGB Red Green Blue values and click OK Click this to expand the HTML editor to occupy the full browser window When in fullscreen mode click this icon again to return to windowed mode Click this to undo the last change you made to the document Click this to repeat the last change you made to the document A Paste Click this to place the contents of the clipboard into the document at the insertion point e Ifyou want to paste an image or formatted text select Paste e Ifyou want to paste text while removing text formatting select Paste as Plain Text e Ifthe contents of the clipboard were taken from M
58. 07 lt field id gt HTML lt field gt email 18 domain com HTML Confirmed 11 19 2007 emai l i9 domain com HTML Confirmed 11 19 2007 lt field id 2 gt Confirmed lt field gt Memail 20 domain com HTML Confirmed 11 19 2007 lt field id 3 gt 11 19 2007 lt field gt Memail 21 domain com HTML Confirmed 11 19 2007 lt frecord gt email 220domain com HTML Confirmed 11 19 2007 emai l 23 domain com HTML Confirmed 11 19 2007 A emai l 24Qdomain com HTML Confirmed 11 19 2007 lt field i email 25Qdomain com HTML Confirmed 11 19 2007 i email 26Qdomain com HTML Confirmed 11 19 2007 email 27 domain com HTML Confirmed 11 19 2007 remail 26 domain com HTHL Confirmed 11 19 2007 email 29 domain com HTML Confirmed 11 19 2007 lt record gt gt email 292 domain com lt field gt gt HTML lt field gt gt Confirmed lt field gt lt field id 3 gt 11 19 2007 lt field gt lt record gt lt record gt lt field id 0 gt email 293 domain com lt field gt id 1 gt HTML lt field gt id 2 gt Confirmed lt field gt lt field id 3 gt 11 19 2007 lt field gt lt record gt srecord gt Alternatively right click Click here to download the export file and select Save link as Figure 57 Save Exported Contacts File Open Link in New Tab Bookmark This Link
59. 8domain com HTML Confirme lt frecord gt emai 1 5012 domain com HTML Confirmed 11 20 2007 lt record gt e emai l 18domain com HTML Confirmed 11 19 2007 lt field id 0 gt email 289 domain com lt field gt ee ee lt li gt gt emai 1 4 domain com HTML Confirmed 11 19 2007 lt field id 2 gt Confirmed lt field gt email 5 domain com HTML Confirmed 11 19 2007 lt field id 3 gt 11 19 2007 lt field gt emai l 6 domain com HTML Confirmed 11 19 2007 lt record gt emai l 7 domain com HTML Confirmed 19 2007 Srecord gt emai l48 domain com HTML Confirmed 11 19 2007 Memail 9 domain com HTML Confirmed 11 19 2007 field id 0 gt emal 290 domain com lt field gt emai 1 108domain com HTML Confirmed 11 19 2007 lt field id 1 gt HTML lt field gt emai l 11 domain com HTML Confirmed 11 13 2007 lt field id 2 gt Confirmed lt field gt emai 1 12 domain com HTML Confirmed 11 19 2007 field id 3 gt 1 1 19 2007 lt field gt emai 1 13 domain com onfirmed 11 19 2007 emai l 14 domain com onfirmed 11 19 2007 lt frecord gt emai 1 1S domain com HTML Confirmed 11 19 2007 lt record gt emai l 16Qdomain com HTML Confirmed 11 19 2007 lt field id 0 gt email 29 1 domain coms field gt emai l 17 domain com HTML Confirmed 11 19 20
60. Choose your export options below and click Aex to start the export Next Cancel File Format File Format Export Options Include Field Headers X Field Separator o Field Enclosed By Fields to Include Field 1 Emal address o kd Field 2 emalFormat o Y Field 3 confirmed wy Field 4 Subscribe Date mmiddiyyyy wd a Next Cancel 5 Specify a File format e Choose whether to export a CSV file or an XML file 6 If you chose CSV file choose your Export options Note This section does not display if you selected XML file in the File format section Note If you are unsure what to select in this section leave these fields at their defaults e Choose whether or not to Include field headers If you include field headers the first line of your file specifies field headers for example Email Format Status e Specify a Field separator character This is the character that separates pieces of information in the file e Specify a Field enclosed by character If you enter a character in this field the character appears to either side of each piece of information in the file 7 Select the information fields you want to include in the exported CSV or XML file in the Fields to include section 8 Click Next Figure 53 Start Exporting Export Contacts to a File Click the button below to start exporting 3 943 contacts will be exported Please do not cl your browser or navi
61. Email Campaign Name Email Subject Contact List Date Scheduled Activity Status Action Did you like our trade show last ears For Sales Team October 3 2008 6 03 Trade Show Follow Up week i iew Pause Edit Delete Waiting to send Introducing Our Latest Prodi Leads for Sales Team May 30 2008 2 52 am Waiting to send View Pause Edit Delete Product Leads from Trade Show Oct 2007 Did you like our trade show last week November 20 2007 11 33 am November 19 2007 9 04 am E Trade Show Follow Up Complete View Delete r r C Introducing Our Latest r m Introducing Our Latest Product Newsletter Subscribers From Product Demo s Introducing Our Latest Product Complete je Delete 9 Inthe screen that displays you can see all scheduled campaigns Note that any campaigns scheduled for immediate sending will be sent when the cron job counter reaches zero See Viewing Scheduled Email Campaigns for more information on this screen Viewing Scheduled Email Campaigns To view details about the email campaigns that are scheduled to be sent click Email campaigns then click View scheduled email queue You can e Send an email campaign build a new email campaign See Sending Email Campaigns e Delete remove the campaign or campaigns from Pinpointe The campaign cannot be retrieved You can also View Pause or Edit a campaign Figure 97 View Scheduled Email Campa
62. Insert modify anchor Click this to insert an anchor at the insertion point Select an existing anchor and click this to edit the anchor s name A window displays Enter the new Anchor Name and click OK image at the insertion point Select an existing image to edit its properties See Inserting and Editing Images for more information E x 5 Ls baal Insert or modify an Click this to upload an image to Pinpointe server and insert it 4 Table functions Click this to see a menu that allows you to create and modify HTML tables See Creating and Editing Tables for more information Form functions Modify page properties Insert a custom field Highlight Insert horizontal line Click this to see a menu that allows you to create and modify HTML forms See Inserting and Editing Forms for more information Click this to see and edit basic information about the HTML page See Modifying Page Properties for more information Click this to insert a custom field Custom fields use variables to include information defined elsewhere Most of these variables are different for each subscriber contact s email address for example You can also define variables that are specific to each contact list See Inserting Custom Fields for more information Select the font family that you want to use for the sele
63. Name Confirmed Contacts Open Stats Link Stats Bounce Stats Unsubscribe Stats Forward Stats view statistics For contact list Newsletter Subscribers From Product Demo s Es Date Range All Time Go ilha Contact Summary Contact Summary Total Confirmed Contacts 3 932 Total Unconfirmed Contacts 0 Total Unsubscribes 949 Total Bounces 365 Total Forwards 0 0o000000000000000000000000000000000000000000000000000000000 Oct Sep Aug Jul Jun May Apr Mar Feb Jan Dec Noy ca Unconfirmed Contacts Confirmed Contacts B Unsubscribes ial Bounces B Forwards Date Time Unconfirmed Contacts Confirmed Contacts Unsubscribes Bounces Forwards Oct 2008 0 2 0 0 Dec 2007 0 296 0 Nov 2007 0 3 930 Total 3 932 The following table describes the tabs in this screen Table 42 Detailed Contact List Statistics Contacts snapshot Use this tab to see general information about the contacts belonging to this contact list This includes a summary of the contacts in the list who are unconfirmed confirmed have unsubscribed have had emails bounced and have forwarded emails The information is arranged by month Top 10 domainname Use this tab to see information about the domains to which your confirmed contacts confirmed contacts email addresses belong This information is ranked according to the number of email addresses belonging to a domain You can also see information about the number of contacts who are confirmed unconfir
64. Newsletter Subscribers From Product email 1009 domain com 19 Nov 2007 HTML Active Confirmed Demo s Page 1 of 502 Table 9 Viewing Segment Contacts This displays the segment name Click the triangular icon to view Contact lists or Segments Figure 23 Contact List and Segment Menu v contact Lists view All Leads for Sales Team Leads from Trade Show Oct 2007 Newsletter Subscribers From Product Demo s Newsletter Subscribers From Website Webcast Attendees Nov 2007 4 Segments 4ll subscribers that contain com in their email Newsletter Subscribers from Product Demos that subs Registerd Web Cast Attendees in New York and Chicago L Registered Attendees for Webcast Search Use this to search for contacts in the segment by their email address Enter your search term in the text field and click the Search button Click Advanced search to go to the Contacts gt Search contacts screen Addacontacttomy Click this to add a new contact The screen that displays is the same as list the Contacts gt Add a contact gt Next screen Note When you use this option the contact is not necessarily added to the segment The contact is added to the segment only if it fulfils the segment s criteria Choose an action Select one or more contacts select an option from the list and click Go to perform the selected action C Select a box belonging to a contact before choosing
65. Pinpointe User s Guide Edition 2 1 October 2008 About This User s Guide How to Use This User s Guide This user s guide describes Pinpointe s Graphical User Interface GUI It shows you how to use each screen in the GUI e Use the Introduction to get a basic overview of Pinpointe e Use the Getting Started chapter to start sending emails right away e Use the Troubleshooting chapter to diagnose and solve specific problems e Use the rest of the user s guide to see in depth descriptions of Pinpointe s features The chapters are roughly arranged in order of the frequency with which you are likely to use them when configuring Pinpointe Written by Rick Carlile DISCLAIMER The information in this user s guide is accurate at the time of writing This user s guide is provided as is without express or implied warranty of any kind Neither the manufacturer nor its agents assume any liability for inaccuracies in this user s guide or losses incurred by use or misuse of the information in this user s guide INTRODUCTION This section contains the following chapters Introduction Getting Started Logging In to Pinpointe Pinpointe Interface Introduction Introducing Pinpointe Congratulations on your purchase Pinpointe gives you an unprecedented ability to create manage and automate large scale email marketing campaigns mailing lists and automatic responses Note If you want to start using Pinpointe to
66. Pinpointe track the proportion of HTML emails opened for HTML emails by their recipients Track links clicked Select this to have Pinpointe track the proportion of links in this email in this email campaign that are clicked on by the recipient You can view the results of clicked links in the Stats gt Email campaign statistics Yes track my Select this to have Pinpointe use Google Analytics to track your campaign using campaign s links Google Analytics Figure 94 Use Google Analytics Use this Campaign Name Use this Source Name Minit e Enter the name you want Google Analytics to use for this campaign in the Use this campaign name field e Enter the name you want to use as the source of traffic for this campaign in the Use this source name field Embed images as Select this to embed the images you send in HTML emails rather than attachments linking to them This allows recipients to view the email campaign offline but can increase the email size significantly 7 Click Next when you have finished configuring this screen Alternatively click Cancel to return to the View email campaigns screen without saving your changes Figure 95 Send an Email Campaign Report Send an Email Campaign To send your email campaign using the scheduled sending system simply click the Schedule My Smad Campaign button below You re email campaign is called Buy Now and Save 15 The subject lin
67. Rows and vertical Columns you want your table to have 3 Enter the number of Cell Padding pixels you want to give your table Cell padding inserts space between the edges of each table cell and the text inside the cell 4 Enter the number of Cell Spacing pixels you want to give your table Cell spacing inserts space between the cells in your table 5 Define the Width of your table You can define the table width in pixels by entering an integer for example 150 or as a percentage of the recipient s browser window by entering a percentage for example 75 6 Define the Height of your table if required As with the Width enter an integer to define the table height in pixels or enter a percentage value to define the table height as a percentage of the recipient s browser window If you leave this value blank the table s default height is equal to the text height plus cell padding and spacing for each row multiplied by the number of rows 7 Ifyou want to define a Background color for the table click the color picker icon amp Alternatively enter a color s hex value ffffff for instance 8 If you want your table to have a Border specify its width If you want a table with no borders enter O in this field Note The border does not display in the Edit screen click the Preview tab see Using Tags and Tabs to see the table as it will display in the recipient s email client 9 Inthe Align list sele
68. Text Using Statistics Using Contact Lists This chapter discusses how to use the Contact lists menu in the navigation bar Figure 9 The Contact Lists Menu Contact Lists Email Campaigns ig Autoresponders Custom Fields E Forms ilh Stats View Contact Lists view add and edit your lists of contacts or leads ie Create a Contact List Create a new contact list which you can add contacts or leads to E Process Bounced Emails Find and remove invalid email addresses From your lists A View Segments View and create segmented lists of your contacts or leads Contact List Overview Contact lists are the basic building block of your email campaigns Each contact list contains information about a set of contacts the people to whom you send your emails You can create separate contact lists for different types of contacts for example one list for leads from a trade show and another for people who sign up for your company email newsletter When you create an email campaign you send it to one or more contact lists You can also send an email campaign to a segment see Contact List Segments Contact List Information A contact list contains a variety of information about each contact The type and extent of information you collect about each contact is configurable For example a contact list for trade show leads might contain basic information such as e First and last name e Email
69. ach contact the date and time at which the contact unsubscribed and the month with the greatest number of contacts unsubscribing Forwarding stats Use this tab to see information about the number of contacts in this list who have forwarded emails to their friends Viewing User Account Statistics To view statistics about Pinpointe s user accounts click Statistics in the navigation bar then click User account statistics Note Configure user accounts in the User account screens see Configuring User Accounts This screen shows an overview of your contact lists and some basic statistics about each You can View an user account s detailed statistics Figure 156 Viewing User Account Statistics User Account Statistics Click the View link next to a user account below to see detailed statistics including number of emails sent for a particular time period Results per page 10 Pages Page 1 of 1 Back 1 Next Username amp Full Name amp Activity Status User Type Action amp demo Demo User Active System Administrator View Table 43 Viewing User Account Statistics This displays the user s username This displays the user s full name Activity status This displays Active if the user may log into Pinpointe and send emails This displays Inactive if the user exists in the system but may not log in or send emails User type This displays the user s privilege level See Configuring User Permissions
70. act list View Scheduled Email Queue See which email campaigns are scheduled to send and when Email Campaigns E8 Autoresponders Custom Fields E Forms v uh Stats Email Campaigns Overview Email campaigns are the emails you send out to your contacts Each email campaign you plan create and send out transmits an email based on an HTML or plain text template or both to each of the addresses stored in the contact list you select see Using Contact Lists Archiving Email Campaigns When you archive email campaigns all emails sent to a contact list are available on the Internet and can be viewed by campaign recipients in the contact list In order to set this up you must archive the email campaigns click the Archive field in the View email campaigns screen or use the Create an email campaign screen see Creating and Editing Email Campaigns You must also include a link to the archive using the mailinglistarchives variable in the email campaigns you send to the contact list Activating Email Campaigns Only email campaigns that are activated may be sent This means that an administrator can assign specific permissions to different users that allow one user to design a campaign and another to authorize it Viewing and Managing Email Campaigns To view an existing email campaign you already created click Email campaigns in the navigation bar then click View email campaigns This screen allow
71. acts let existing contacts modify their details or even unsubscribe from your list Learn more here Create a Website Form Delete Selected Results per page 10 x Pagesi Page 1 of 1 Back 1 Next Created amp Form Type Action 07 Oct 2008 Subscription View Get HTML Edit Copy Delete 07 Oct 2008 Send to Friend View Get HTML Edit Copy Delete Table 19 Viewing and Managing Forms Create a website Click this to create a new form See Creating and Editing Forms form Delete selected Select one or more forms in the list and click this to remove the forms from Pinpointe The form or forms cannot be retrieved r Select a box belonging to form and click Delete selected to remove the form from Pinpointe The form cannot be retrieved Select the box at the top of the column to select all form This displays the name of the form This displays the date on which the form was created This displays the function of the form Subscription Unsubscribe Modify details or Send to Friend See Creating and Editing Forms for more information on the types of form available e Click View to see what the form looks like in a new browser window e Click Get HTML to see the form s HTML code Note This feature is not available for Modify details and Send to friend forms Click Edit to change the form s configuration See Creating and Editing Forms for information on the screens that display Click Copy t
72. ad a CSV file to Pinpointe you can specify how Pinpointe should populate the contact list with the information in the file Pinpointe helps you create forms you can put on your website to let your customers sign up for your newsletter or emails Note You can design forms in Pinpointe and then paste the HTML directly into your web pages You can also put some kinds of forms into the emails you send out There are three ways to add contacts to a contact list by inputting them manually one by one by uploading a CSV Comma Separated Value file with multiple contacts information or by having contacts fill out a form on your website Note You can output a CSV file from many database and spreadsheet applications Microsoft Excel for example When you upload a CSV file to Pinpointe you can specify how it should populate the contact list with the information in the file Templates Use HTML and plain text templates to form the basis of your email campaigns Templates make your emails attractive and promote your brand identity Either use the templates included with Pinpointe which are designed specifically to display correctly in all popular email clients or design your own using Pinpointe s fully featured HTML development editor and plain text editor Email Campaigns Email campaigns are the emails that you send out from Pinpointe to the people ona contact list Email campaigns are based on an HTML or plain text template an
73. ailed List ilh Contact Summary Total Confirmed Contacts 3 932 Total Unconfirmed Contacts 0 Total Unsubscribes 949 Total Bounces 365 Total Forwards 0 e Each Detailed statistics screen opens at the Snapshot tab In most instances this screen contains a circular pie chart those that do not contain a pie chart contain a timeline Figure 163 Detailed Statistics Pie Chart Email Campaign Summary Chart i Opened 75 Unopened 21 I Bounced 4 Unopened 21 1 067 Bounced 4 207 Opened 75 To display information about a segment of the chart place the mouse pointer over the segment or an item in the key on the left To make a segment more visible by detaching it from the rest of the chart click on the segment or the corresponding item in the key e Screens that do not contain a pie chart contain a timeline Figure 164 Detailed Statistics Timeline Oct Sep Aug Jul Jun May Apr Mar Feb Jan Dec Nov This displays the number of instances on the y up axis and the time on the x across axis Note that the timeline runs from right to left the most recent information is on the left next to the y axis e Control the timeline by defining its Date range Figure 165 Detailed Statistics Date Range E Date Range all Time z Select the time period you want to view from the drop down list If you select Custom select the start and end dates in the fields that display
74. allows you to target the audience for each of your email campaigns with great precision as long as you collect the right information about your contacts For instance a record company promoter ensures that all the people who sign up for his label s email newsletter give their age and location This means he can later target an email campaign inviting recipients to a label party in a Manhattan nightclub to the right segment of his contact list those who are over 21 years old and live in New York Segments can belong to a single list or span multiple lists Viewing and Managing Contact Lists To manage a contact list you already created see Creating and Editing Contact Lists click Contact lists in the navigation bar Select View contact lists You can e Delete selected list s remove the list or lists from Pinpointe The list cannot be retrieved e Delete contacts in selected list s remove all the contacts in the list or lists The contacts cannot be retrieved The list remains but contains no contacts e Update contacts to receive text campaigns change the status of all the contacts in the list or lists allowing them to receive emails in text format e Update contacts to receive HTML campaigns change the status of all the contacts in the list or lists allowing them to receive emails in HTML format e Update contacts status to confirmed confirmed contacts are those who have replied to a confirmation request email
75. an option from the Choose an action list Select the box at the top of the column to select all contacts Email address This is the address to which emails for this contact are sent Date added This is the date this contact was added to the contact list Email format This displays HTML if the contact is configured to receive HTML emails This displays Text if the contact is configured to receive plain text emails Activity status This displays active if emails are sent to the contact This displays unsubscribed if the contact was unsubscribed from the list This displays bounced if emails to this contact have not been delivered and emails are no longer sent to the contact Confirmed This displays Confirmed if the contact has replied to a confirmation request email This displays Unconfirmed if the contact has not yet replied to a confirmation request email Contact list This displays the name of the contact list to which this contact belongs Action Click View to see information about the contact The Contacts gt View contact screen displays Click Edit to modify the contact s information The Contacts gt Edit contact screen displays Click Delete to remove the contact Using Custom Fields This chapter discusses how to use the Custom Fields menu in the navigation bar Figure 24 The Custom Fields Menu HA Contact Lists amp Contacts Email Campaigns Custom Fields E Forms gt iew Cus
76. and select the file you want to use and click OK Click Upload The HTML editor screen updates to show the new file If you want to use a file from a page on the Internet select Import a file from a web site and enter the full URL for example http www examplesite com examplepage html in the field that displays Click Import The HTML editor screen updates to show the new file 7 Customize the HTML email using the editor See Using the HTML Editor for more information 8 Customize the text email using the editor See Using the Text Editor for more information 9 Check that your email campaign will not be marked as spam by a recipient s email client Click Check your email for spam Note This checks the text in your email campaign against a list of known spam keywords However it cannot guarantee that your campaign will be delivered to all recipients Figure 89 Check Your Email for Spam Check Your Email for Spam Please note The results below should be used as a guide only and do not guarantee that your email mal be delivered Your email will be checked against a list of known spam keywords The more keywords that are Found the higher your rating will be and the less likely it is that your contacts will receive your email Learn More The HTML version of your email does not break any spam rules g The text version of your email breaks the following spam rules Rule Broken Contains the word viagra e
77. any changes Modifying Cell Properties Take the following steps to change the properties of a cell in an existing table ina document 1 Inthe HTML editor click inside the cell you want to modify Note Pinpointe supports the modification of one cell at a time 2 Click the Table functions button and select Modify cell properties The Modify cell properties screen displays Figure 119 Modifying Cell Properties y Enter the required information and click on the OK button to modify the properties of your table cell Background Zz Cell Width Color a Align Vertical miade E Align Style i Cell Height Horizontal left gi v OK Cancel 3 Ifyou want to define a Background color for the cell click the color picker icon amp Alternatively enter a color s hex value ffffff for instance 4 Enter the Cell width and Cell height if required The Cell width field affects all cells in the same column as the selected cell and the Cell height field affects all cells in the same row as the selected cell 5 Inthe Horizontal Align list select how you want text or images to display in the selected cell e Select Left to have the text or image display at the left hand cell margin e Select Right to have the text or image display at the cell s right hand margin e Select Center to have the text or image display in the horizontal middle of the cell 6 Inthe Vertical Align list se
78. at displays when you select Checkboxes in the Create a Custom Field Type and Name screen see Creating and Editing Custom Fields Figure 32 Configuring Checkboxes Create a Custom Field Fill out the form below and then click Mex gt gt to continue Next gt Cancel Custom Field Details g Each value you enter one per line will have its own checkbox For example if you type in Yes lt ENTER o lt ENTER Maybe then 3 separate checkboxes created List of Values Sort Values Alphabetically Next gt gt Cancel Table 15 Configuring Checkboxes List of values Enter all the options the user may select Each option has a checkbox Sort values Click this to arrange the options from A to Z alphabetically Next Click this to save your changes in this screen and proceed with configuring your custom field See step 6 Cancel Click this to return to the View custom fields screen See Viewing and Managing Custom Fields Configuring Radio Buttons This section describes how to configure the screen that displays when you select Radio Buttons in the Create a Custom Field Type and Name screen see Creating and Editing Custom Fields Figure 33 Configuring Radio Buttons Create a Custom Field Fill out the form below and then click Mext gt gt to continue Next gt gt Cancel Custom Field Details List of Values Oo Sort Values Alphabetically Next gt Cancel
79. at you want to insert in the window that displays Show borders Click this to see element borders Click it again to hide element borders Creating and Editing Hyperlinks Use the Link screen to create and edit hyperlinks that allow recipients of your email to click through to web pages on the Internet or files stored on Pinpointe server Note The file to which you are linking must be available on the Internet If you are linking to a file that is not already available on the Internet you can make it available by uploading it to Pinpointe server See Uploading Files and Images to Pinpointe Server Note For information on links that allow a recipient to send an email see Creating and Editing Email Links To access the Link screen click the Insert Link icon in the HTML editor see 2 Using the HTML Editor Figure 114 The Link Screen Link Email Upload File Browse Go Upload more files amp abl int is id Link Location Jadminitemp user 2 Pre defined Links Target Window z Anchor Insert Link Remove Link Cancel e If you want to link to an existing web page on the Internet enter the full URL in the Link Location field e See Creating Pre defined Links for information on creating links related to common Pinpointe features unsubscribing from the contact list for instance e See Specifying Window Type for in
80. ates modify a template or build your own from scratch e Write your email s text content e Use custom fields if required e Activate the email allow it to be sent to your contacts e Validate your email if required check how it looks in popular email clients e Preview your email if required send a test copy to your own email address e Save the campaign See Creating and Editing Email Campaigns Send your campaign to your contacts Select the contact list to which you want to send the email campaign and send it out to the contacts belonging to the list See Sending Email Campaigns Check statistics about your campaign Find out how many of your emails reached their targets successfully how many were opened and a variety of other statistics See Viewing Email Campaign Statistics Skip this step if you do not want to view statistics about your campaign Lo gging In to Pinpointe Take the following steps to log in to Pinpointe 1 Open your Internet browser and enter Pinpointe s URL in the address bar Hit Enter or click Go Figure 2 Login Screen Login wit Username l Password Take Me to l Home Page z I Remember my details Login Forgot your password h your username and password below 2 Enter your Username and Password 3 Select the screen you want to see once you have logged in Home page see Using The Home Screen My contacts see Viewing and Managing Conta
81. atistics See statistics For autoresponder emails you ve setup ay Contact Activity for the Last 7 Days A Contact List Statistics See how your contact lists are growing over time A User Account Statistics A complete overview of every user in the system including emails sent Statistics Overview Use the statistics screens to view general and detailed information about Pinpointe s various subjects such as email campaigns autoresponders contact lists and user accounts Each screen provides you with a variety of statistical information e See Viewing Email Campaign Statistics for information on viewing statistics about the email campaigns you have sent out to your contacts e See Viewing Autoresponder Statistics for information on viewing statistics about the autoresponder you send out to contacts at predefined intervals See Viewing Contact List Statistics for information on viewing statistics about the behavior of the contacts in your contact lists See Viewing User Account Statistics for information on viewing statistics about the users of Pinpointe including yourself e See Managing Statistics for information on performing a variety of tasks in the Stats screens such as exporting statistics printing statistics and using the detailed statistics screens Viewing Email Campaign Statistics To view statistics about email campaigns click Statistics in the navigation bar then click Email campaign stati
82. ber of characters a contact may enter in this field Minimum length Enter the minimum number of characters a contact may enter in this field Next Click this to save your changes in this screen and proceed with configuring your custom field See step 6 Cancel Click this to return to the View custom fields screen See Viewing and Managing Custom Fields Configuring a Pick List This section describes how to configure the screen that displays when you select Pick List in the Create a Custom Field Type and Name screen see Creating and Editing Custom Fields Figure 31 Configuring a Pick List Create a Custom Field Fill out the form below and then click Mex gt gt to continue Next gt gt Cancel Custom Field Details Instructional Text Please choose an option 2 List of Values Sort Values Alphabetically Next Cancel Table 14 Configuring a Pick List Instructional text Enter the text that displays to tell the user how to configure the field List of values Enter all the options the user may pick from the list Sort values Click this to arrange the options from A to Z alphabetically Next Click this to save your changes in this screen and proceed with configuring your custom field See step 6 Cancel Click this to return to the View custom fields screen See Viewing and Managing Custom Fields Configuring Checkboxes This section describes how to configure the screen th
83. click on the OK button to insert a select field into your webpage Name Maintain Options m Current Options Text Value Selected Single Select z OK Cancel 2 Enter the radio button s Name 3 Configure the Maintain options fields These fields allow you to populate the Current options list and specify the Values that are returned in the form e Enter the Text that you want to display in the list e Enter the Value for the list option Note that the Value returned and the Text displayed may be completely different if required e Select Selected if you want the list option to be selected by default e Click Add to include the option in the list e Select an option in the list edit it and click Update to save the changes Alternatively click Add to keep the option with its old values and create a new option with the new values e Select an option in the list and click Delete to remove it from the list 4 Select the Type of list e Select Single select to allow the user to select only one option e Select Multiple select to allow the user to select multiple options 5 Enter the height of the list box in text rows in the Size field e Enter 0 default to have the list display in a single row with a drop down icon Single select or in the same number of rows as list options Multiple select e Enter 1 Multiple select only to have the list display in a single row with no drop down icon This
84. content of my aut onder from scratch Use a template as the be F my autoresponder Next gt gt Cancel Table 29 Autoresponder Sending Options Autoresponder details Send from this This displays the default from name for the contact list you selected If name you want to change this name enter the new name in this field Send from this This displays the default from email account for the contact list you email address selected If you want to use a different email account enter the new address in this field Send reply emails This displays the default reply email address for this contact list When a to contact replies to your autoresponder this is the address to which the reply is sent If you want to use a different address enter the new address in this field Send bounced This displays the default bounced email address for this contact list This emails to is the address to which undeliverable emails are sent If you want to use a different address for handling bounced emails enter the new address in this field Email format Select HTML and Text if you want this autoresponder to be sent with both HTML and plaintext elements multipart Email clients that can display HTML messages use the HTML element and clients that cannot display HTML use the plain text element Select Text if you want this autoresponder to be sent in plain text only Select HTML if you want this autoresponder to be sent
85. ct how you want the table to be displayed in its container e Select Left to have the table display at the left hand margin e Select Right to have the table display at the right hand margin e Select Center to have the table display in the middle of the container 10 If your document has styles defined you can select a Style to have the table display using the selected style 11 Click OK Your table displays in the HTML editor Alternatively click Cancel to close the Insert table screen without making any changes Modifying Table Properties Take the following steps to change the properties of an existing table in a document 1 Inthe HTML editor click inside the table you want to modify 2 Click the Table functions button 11 and select Modify table properties The Modify table properties screen displays Figure 118 Modifying Table Properties 9 Enter the required information and click on the OK button to modify the properties of your table Background Color ttnoo By Cell Padding Border 4 Cell Spacing Width hos Height Align center Style r OK T Cancel 3 Make the changes to the table s properties The fields that display are the same as those in the Insert table scree See Inserting a Table for information on how to modify the fields 4 Click OK The changes to your table display in the HTML editor Alternatively click Cancel to close the Modify table properties screen without making
86. cted text If no text is selected the change affects the entire paragraph Select the font size that you want to use for the selected text If no text is selected the change affects the entire paragraph Select the heading style that you want to use for the selected text If no text is selected the change affects the entire paragraph Select text and click this to assign the color that displays to the text To view a color picker click the triangular icon next to the button Click a color to assign the color to the text If you want to use a color that does not display in the list click More Colors An advanced color picker displays Select the color you want to use enter its RGB Red Green Blue values or enter its hex value and click OK Select this and click this to highlight the text Highlighting text adds a colored background to the text To view a color picker click the triangular icon next to the button Click a color to assign the color to the text background If you want to use a color that does not display in the list click More Colors An advanced color picker displays Select the color you want to use enter its RGB Red Green Blue values or enter its hex value and click OK Click this to add a horizontal line at the insertion point If the insertion point is in a paragraph the paragraph is split into two G2 Insert character Click this to insert a non standard character Select the character th
87. ction 9 Click Next 10 The Search results screen displays showing the contacts the fulfill the criteria you specified The fields in this screen are the same as those in the View contacts screen see Viewing and Managing Contacts Adding or Editing a Contact Take the following steps to add a contact to one of your contact lists Note If you want to add contacts from a file see Importing Contacts From a File 1 Click Contacts in the navigation bar then click Add a contact Figure 43 Adda Contact Select Contact List Add a Contact To add a single contact to your list by typing in their details start by choosing which list you want to add them to Alternatively you can import contacts from a file Next gt gt Cancel Select a Contact List s Contact List Leads for Sales Team 3 active contacts Leads from Trade Show Oct 2007 7 active contacts Newsletter Subscribers From Product Demo s 3 930 active contact Newsletter Subscribers From Website 0 active contacts s 0 active contacts Webcast Attendees Nov 2007 0 active contacts ae Next gt gt Cancel 2 Select the Contact list to which you want to add the contact Click Next Figure 44 Add a Contact Add Contact Details Add a Contact to Leads for Sales Team Type the details of the new contact into the Form below When you click Save they will be added to your list Save Save And Exit Cancel New Contact Details Email Ad
88. cts My contact lists see Viewing and Managing Contact Lists My segments see Creating Editing and Viewing Segments My email campaigns see Viewing and Managing Email Campaigns My autoresponders see Viewing Autoresponders My campaign statistics see Viewing Email Campaign Statistics 4 Ifyou want Pinpointe to remember your Username and Password click Remember my details If you do not want Pinpointe to remember your details leave this box unchecked Note Select Remember my details only when you are the only person with access to the computer you are using NEVER select this on a public computer Failure to adequately protect the details of your contacts may contravene your local data protection laws 5 Click Login If your Username and Password are correct the screen you selected in step 3 displays Note If you forgot your password click the Forgot your password link A screen displays in which you can enter your Username Click Send email An email is sent to the email address you registered with Pinpointe You can click a link in the email to regain access to Pinpointe Pinpointe Interface This chapter discusses Pinpointe s Graphical User Interface GUI The GUI lets you control every aspect of Pinpointe Pinpointe Interface at a Glance The GUI is divided up into three parts Figure 3 Pinpointe Interface at a Glance The Toolbar Home Templates User Accounts Tools w Settings Logout Help
89. cts Edit Copy Delete Page 1 of 1 Back 1 Next Table 8 Viewing Segments Create a segment Click this to define a new segment of one or more contact list contacts See Creating a Segment Select a box belonging to a segment before choosing an option from the Choose an action list Select the box at the top of the column to select all segments Choose an action Use this to delete one or more segments Select the segment or segments you want to delete and select Delete the selected segment s This displays the descriptive name of the segment This displays the date on which the segment was defined Contacts This displays the current number of contacts within the segment those in the relevant contact list or lists whose information matches the segment s rules Action e Click View contacts to see a list of all the contacts in a segment See Viewing a Segment s Contacts e Click Edit to modify a segment s settings The fields that display are the same as the Create a segment screen see Creating a Segment e Click Copy to create a new copy of the segment The new segment displays with Copy of appended to the original name e Click Delete to remove the segment from Pinpointe Note When you delete a segment the contacts in the segment are not deleted Creating a Segment Take the following steps to create a segment 1 Click Contact lists in the navigation bar then View Seg
90. d are sent to members of a contact list You control when you send email campaigns you can send them at the click of a button or schedule them to be sent out at a specific point in the future Autoresponders Like email campaigns autoresponders are emails based on HTML or plain text templates However autoresponders are sent out automatically at pre defined intervals after a contact is added to a contact list For example you may want to send out one autoresponder as soon as contacts are added to the list Thanks for joining our mailing list and another a month or a year after they join You ve been reading our daily newsletter for 30 days now tell us what you think Custom Fields Custom fields are variables that are added to a contact list You can add any kind of variable you want City Date of birth Zip code Hat size whatever you need When you add a custom field to a contact list you can then add it in to an email campaign Pinpointe already has a lot of built in custom fields that you can use to personalize your emails For example if you required that a contact fills in a First name field in the website form you can then send out an email that automatically addresses the contact as Dear Joe This function is similar to the mail merge feature found in some word processing and database applications Note If you are going to use custom fields in emails it is stron
91. deleted for instance if you select lt b gt bold text and then click Remove tag the corresponding lt b gt tag is also deleted Note When you delete a tag all other tags between the opening and closing tag are also deleted However text is not deleted Editing a Tag Click Edit tag to change the tag s properties A window appears displaying the opening and closing tags and all code in between Figure 145 Editing a Tag 9 Change HTML code and click on the OK button to replace it OK Cancel Edit the code and click OK to save your changes and close the window Alternatively click Cancel to close the window without saving your changes Using Tabs The tabs at the bottom of the HTML editor allow you to switch quickly between the WYSIWSG editor the HTML code editor and the email preview window Figure 146 HTML Editor Tabs HTML Tag lt TR gt lt TD gt lt TABLE gt TBODY gt lt TR gt lt TD gt TABLE lt TBODY gt lt TR gt lt TD gt lt TABLE gt lt TBODY gt lt TR gt lt TD gt lt P gt Edit Source Preview Siniple ieee e Click Edit to go to the WYSIWYG editor see Using the Editing Window e Click Source to go to the HTML code editor see Composing and Editing HTML e Click Preview to go to the email preview window see Previewing Your Email Using the Text Editor The text editor controls the text element of your document This elemen
92. difying Form Fields for information on adding the form fields you require Modifying Form Properties Take the following steps to change the properties of an existing form in a document 1 Inthe HTML editor select the form you want to modify Click the Form functions button and select Modify form properties The Modify form properties screen displays 2 Make your changes to the form The fields that display in this screen are the same as those in the Insert form screen see Inserting a Form 3 Click OK to modify the form or click Cancel to close the Modify form properties window without saving any changes Inserting and Modifying Form Fields Once you have created a form in your HTML document see Inserting a Form you can insert the form fields you require Click the Form functions button 4 Select one of the options from the list that displays e Inserting a Text Field e Inserting a Text Area e Inserting a Hidden Field e Inserting a Button e Inserting a Checkbox e Inserting a Radio Button e Inserting a List Box Note To modify an existing form field select the field in the HTML editor Click the Form functions button j The options that display are the same as before except Insert is replaced with Modify in each option The screens that display when you click the options are also the same Inserting a Text Field A text field is a simple one line field in which a user may enter data 1 Click th
93. dress E Email Format m a a z Confirmation Status conima oooO a 9 Custom Field Details First Name j st Save Save And Exit Cancel 3 Enter the contact s details e Enter the contact s Email address e Select an option from the Email format list If you want the contact to receive HTML emails select HTML If you want the contact to receive plain text emails select Text Note Contacts set to receive HTML emails can also receive text emails e Select a Confirmation status If you want to send a confirmation email to the contact later select Unconfirmed Otherwise select Confirmed 4 Ifthe contact list to which you are adding this contact has additional custom fields enter the required information in the Custom field details section of this screen 5 Click Save to add the contact to the list and enter another contact s details Click Save and Exit to add the contact to the list and return to the first Add a contact screen Alternatively click Cancel if you want to return to the previous screen without saving any contact details Importing Contacts from a File Take the following steps to import contact information from a CSV file to Pinpointe 1 Click Contacts in the navigation bar and then click Import contacts from a file Figure 45 Import Contacts From a File Import Contacts from a File To import contacts from a CS File on your computer start by select which lists to import c
94. e 67 Enter Addresses or Domains for Suppression Manually Twant to type the email addresses domains to suppress into a text box e To upload a list of email addresses or domains select want to upload a file that contains the email addresses domains to suppress Note The file that you use should contain email addresses or domain names only one address or domain name to a line Figure 68 Upload List of Addresses or Domains for Suppression Twant to upload a file that contains the email addresses domains to suppress Browse 9 Enter the filepath of the file you want to use or click Browse and locate the file 4 Ascreen displays with a report of the results You can use this screen to add more email addresses or domains to the list Figure 69 Suppressed Email Address or Domain Report Add Emails Domains to Suppression List 1 email address has been suppressed successfully Save Cancel Suppression Email Domain Details Global Suppression All Lists X Emails or Domains to Suppress C Twantto type the email addresses domains to suppress into a text box C Twant to upload a file that contains the email addresses domains to suppress Save Cancel Using Forms This chapter discusses how to use the Forms menu in the navigation bar Figure 70 The Forms Menu 23 Contact Lists Contacts Email Campaigns hg Autoresponders Custom Fields E
95. e Form functions button and select Insert Text Field Figure 121 Insert Text Field 9 Enter the required information and click on the OK button to insert a text field into your webpage Name Initial Value Character Maximum e Width Characters z Type Style OK Cancel 2 Enter the field s Name This is displayed next to the user entered value when the form content is sent 3 If you want text to display in the field before the user enters anything enter the text in the Initial value field 4 Specify the Character width if required and enter the maximum number of text characters the user may enter in the Maximum characters field 5 If you want the text in this field to display as asterisks select Password in the Type field Otherwise select Text 6 If your document has styles defined you can select a Style to have the field display using the selected style 7 Click OK to save your changes and close the window Alternatively click Cancel to close the window without saving any changes Inserting a Text Area A text area is a text field with multiple lines in which a user may enter data 1 Click the Form functions button and select Insert Text Area Figure 122 Insert Text Area y Enter the required information and click on the OK button to insert a text area into your webpage Initial Value Name Width Style Character a Lines z OK Cancel
96. e Green icon at he top right hand corner This is a block of text for your email campaign Enter in your content here To create another text block click on the Green icon at the top right hand corner e Click the add block icon to insert a duplicate of the selected block directly after the selected block e Click the delete block icon to remove the selected block from the document Note When there is only one block remaining in an HTML section a table cell the delete block icon does not display Composing and Editing Text You can use the HTML editor s Edit tab to compose and edit text directly in the same way as you would with a standard word processor or standalone web authoring tool Place the insertion point where you want to create edit or paste text Use the text related tools in the Design tools section of the editor to control the text formatting You can also right click over text to display shortcuts to text related design tools see Using Design Tools Figure 131 Right Click Text Cut Copy Paste Paste as Plain Text Paste from MS Word Modify Table Properties i Ly Sl Be 9 Modify Cell Properties Insert Column to the Right D Insert Column to the Left D N i Insert Row Above Insert Row Below Delete Row Delete Column Increase Column Span Decrease Column Span Increase Row Span Decrease Row Span S kine Be E UH Y Check Spelling
97. e add icon to insert another rule to the list or click a rule s delete icon to delete the rule from the list 7 Whenyou have finished configuring your rules click Save The View segments screen displays with the new segment in the list Alternatively click Cancel to return to the View segments screen without saving your changes Viewing a Segment s Contacts To view a list of the contacts belonging to a segment click Contact lists in the navigation bar select View segments and then click the View contacts link next to a segment You can Add a new contact add a contact to Pinpointe Delete selected contact s remove the selected contacts from Pinpointe Update contacts to receive text campaigns change the status of selected contacts allowing them to receive emails in text format Update contacts to receive HTML campaigns change the status of selected contacts allowing them to receive emails in HTML format Update contacts status to confirmed confirmed contacts are those who have replied to a confirmation request email Use this to change the selected contact or contacts to confirmed status Update contacts status to unconfirmed unconfirmed contacts are those who have not yet replied to a confirmation request email Use this to change the selected contact or contacts to unconfirmed status You can also view edit and delete contacts Figure 22 Viewing a Seqgment s Contacts View All subscribers that
98. e added to the list or lists you select If you selected Unsubscribe in the Choose a form type field contacts are removed from the list or lists you select If you selected Modify details in the Choose a form type field contacts from the lists you select may modify their details If a contact list is associated with one or more custom fields the fields display when you select the list Select the fields you want to display in this form If you choose multiple lists List options displays Use this to allow users to choose the list or lists to which they want to be added Note If a custom field is mandatory make sure you include it in your form Change field order Use this section to change the order in which the fields display in your drag amp drop form Simply click and drag a field to its new location Next Click this to proceed to the next screen The next screen depends on the option you selected in the Choose a form type field Click this to return to the View website forms screen Designing a Confirmation Page and Email Use this screen to configure a page in which contacts must confirm they want to receive emails and an email in which contacts must click a link to confirm they want to receive emails Note The fields that display in this screen depend on the type of form you are creating Not all fields display for all form types Figure 77 Designing a Confirmation Page and Email Create a Website Form The
99. e contact is configured to receive plain text emails Activity status This displays active if emails are sent to the contact This displays unsubscribed if the contact was unsubscribed from the list This displays bounced if emails to this contact have not been delivered and emails are no longer sent to the contact Confirmed This displays Confirmed if the contact has replied to a confirmation request email This displays Unconfirmed if the contact has not yet replied to a confirmation request email This displays the name of the contact list to which this contact belongs Action Click View to see information about the contact The Contacts gt View contact screen displays Click Edit to modify the contact s information The Contacts gt Edit contact screen displays Click Delete to remove the contact from Pinpointe Searching Contacts Take the following steps to conduct an advanced search of your contacts Note To conduct a simple search use the Search box in the Contacts gt View all contacts screen and other screens 1 Click Contacts in the navigation bar then click Search contacts Figure 38 Searching Contacts Choose List or Segment Search for Contacts 4 contact is a person that has been added or subscribed to your contact list You can view all of your contacts or you can use the filtering options to find specific contacts Next gt gt Cancel Search Options Show Me view specific c
100. e contacts Match Type match all rules AND condition match any rule OR condition Segment Rules Filter Contacts Where Email Address X contains H S AND CKC Email Address H contams I i aO Email Address H fcontams oll i aO Emal Address el Jcontars A a aO Email Address ey contams HA 09 Save Cancel 3 Enter a descriptive Segment name 4 Inthe Segment contacts from list select the contact lists you want to include in the segment You can use the search box below the list to find contact lists 5 Choose a Match type This controls how Pinpointe applies the rules you configure e Select Match all rules AND condition to find only contacts who match every rule you define e Select Match any rule OR condition to find contacts who match one or more of the rules you define 6 Define your Segment rules These are the conditions a contact must match to be included in the segment Do the following for each rule e The first drop down list contains the fields available for the contact list or lists you selected Select the basic or custom field you want to base the rule on e Inthe second drop down list select contains to search for contacts that match the information you add in the text field Select does not contain to search for contacts that do not match the information you add in the text field e Inthe text field enter the information you want to search for Note Click th
101. e form See Configuring Basic Form Settings Note The options in steps 3 and 4 are available only when you select the corresponding options in step 2 3 Design the confirmation page a page that displays when contacts have filled in their details requiring that they click another link to be added to the list and the confirmation email an email sent to contacts requiring that they click a link to be added to the list See Designing a Confirmation Page and Email 4 Design the thank you page the page that displays once contacts have been successfully added to the list and the thank you email an email sent to contacts once they have been successfully added to the list See Designing a Thank You Page and Email 5 Design the error page a page that displays if an error occurs in the sign up process See Designing an Error Page 6 Add the form to your website See Adding a Form to Your Website Creating or Editing an Unsubscribe Form Figure 73 Example Unsubscribe Form Your email address 4y j 3d b Unsubscribe Take the following steps to set up or edit an Unsubscribe website form See the corresponding sections for information on how to complete each step Enter the security code shown 1 Click Forms in the navigation bar then Create a website form 2 Select Unsubscribe in the Choose a form type field Configure the other basic form settings form name form design and the contact list or lists
102. e line of details per contact 2 There must be no blank lines 3 The number of fields in each contact s entry must be consistent Note Make sure you are using a CSV file and not an Excel or other spreadsheet file e Your CSV file may contain information that breaches Pinpointe s content type rules For example if some of the email address with which you want to populate Email address fields in your contact list do not follow a correct email address convention the data may be rejected e Your CSV file may be too large Break the file into two halves and upload both e PHP on Pinpointe server may be in safe mode Check with your server administrator Problem I m Having Trouble with the WYSIWYG HTML Editor Check that the HTML code you are using is valid You can use an online service such as the World Wide Web Consortium s HTML validator tool available at the following URL http validator w3 org Make sure that the browser you are using to edit your template email or autoresponder does not have the Skype toolbar Skype add on or RealPlayer toolbar installed If you have any of these installed disable or uninstall them They can adversely affect the HTML code in the editor Problem Want to Add a Contact to Multiple Contact Lists You cannot add a contact to multiple lists using Pinpointe interface However you can create a website form that allows a user to join multiple contact lists 1 Click Forms gt Create web
103. e number of emails the user has sent in a given period Managing Statistics This section describes how to export statistical information to a CSV Comma Separated Values file print statistics and use the Detailed statistics screens Exporting Statistics Take the following steps to export statistics to a CSV file 1 Click Stats in the navigation bar then click the option you want to export In the screen that displays click an entry s Export link Alternatively select multiple entry s checkboxes and select Export from the Choose an action menu 2 The page reloads An information bar displays Note This example shows the information bar for Email campaign statistics Figure 158 Exporting Statistics The statistics for the selected campaigns have been exported Click here to download the data 3 If you want to see the CSV file in your browser click the Click here link If you want to save the file to your computer right click on the link and select Save link as A dialog box displays Use the dialog box to save the exported CSV file Printing Statistics Take the following steps to print out statistics Note If you have a PDF generation application such as Adobe Acrobat you can also create a PDF file 1 Click Stats in the navigation bar then click the option you want to print In the screen that displays click an entry s Print link Alternatively select multiple entry s checkboxes and se
104. e of your email campaign is Buy Now and Saye 20 Your email campaign will be sent to Leads for Sales Team It will be sent to a total of 3 contact s Your job has been scheduled to run at October 3 2008 5 39 am Each email will be about 6 KB in size which totals 18 9 KB for the entire send If your email can t be sent it will be flagged on the View Smad Campaigns page with an option to resend it Schedule My Email Campaign Cancel 8 A screen displays showing a report of the email campaign you are about to send Review the information and click Schedule my Email Campaign to continue Alternatively click Cancel to return to the View email campaigns screen without saving your changes Note If you configured the campaign to be sent immediately in the previous screen s Send your email campaign now field the report screen displays the current date and time When you click Schedule my email campaign the campaign is sent immediately Figure 96 Send an Email Campaign Scheduled View Scheduled Email Queue Any emails you have scheduled to be sent out are shown below The Status field indicates when each email will be sent out Cron the scheduled sending system will run in 4 minutes 30 seconds Your email campaign has been scheduled to send and will start sending on the date and time you selected Send an Email Campaign Delete Selected Results per page 10 Pages Page 1 of 1 Back 1 Next
105. e or more autoresponders select an option from the list and click Go to perform the selected action C Select a box belonging to an autoresponder before choosing an option r from the Choose an action list Select the box at the top of the column to select all autoresponders Name this This displays the name of the autoresponder autoresponder This displays the date on which the autoresponder was created This displays the time that the autoresponder is sent after a contact signs up Email format e Text displays if this autoresponder is sent in plain text only e HTML displays if autoresponders are sentin HTML only e HTML and Text displays if autoresponders are sent in multipart form Note Multipart emails have both an HTML element and a plain text element Plain text displays if a user s email client cannot display HTML Action Click View to see a full screen version of the autoresponder Click Edit to update the autoresponder The screens that display are similar to the Create an Autoresponder screens see Creating and Editing Autoresponders Click Copy to create a new copy of the autoresponder The new autoresponder displays with Copy of appended to the original name Click Delete to remove the autoresponder from Pinpointe The autoresponder cannot be retrieved Creating and Editing Autoresponders Pinpointe allows you to create autoresponders using the built in editor Note If you want to create a new autores
106. e relevant option from the Match format list e If you want to send this autoresponder only to contacts who are Confirmed or Unconfirmed only select the relevant option from the Match confirmed status list If you want to search for both leave Both confirmed and unconfirmed selected default If you want to send this autoresponder only to contacts who have or have not clicked on a specific link in your autoresponder select Yes filter by link Figure 104 Autoresponder Filter By Link I Yes filter by link l Has clicked x If you want to send this autoresponder only to contacts who have clicked ona link select Has clicked in the first list and select the relevant link in the second list If you want to send this autoresponder only to contacts who have not yet clicked ona link select Has not clicked and select the relevant link in the second list e If you want to send this autoresponder only to contacts who have or have not opened a specific email select Yes filter by opened email campaign Figure 105 Autoresponder Filter By Opened Email M Yes filter by opened email campaign 8 Has opened x anyEmailCampsion o If you want to search for contacts who have opened an email select Has opened in the first list and select the email campaign in the second list If you want to find contacts who have not yet opened an email select Has not opened and select the email campaign in the second list
107. e server The current directory path displays above the list A window displays in which you can name the new folder Enter the new name and click OK Select a file or folder and click this to rename the file or folder Note Click a folder s icon to select it A window displays in which you can rename the folder Enter the new name and click OK Select a file or folder and click this to remove the file or folder Note If you delete a folder all files and subfolders within the folder are also deleted Select a file and click this to see a preview of the file A new window opens displaying the file Close the window to return to the Link screen Note This icon displays only in the Link screen Select a file and click this to download the file to your computer Note This icon displays only in the Link screen Click this to show or hide image thumbnails Note This icon displays only in the Images screen Select an image and click this to use the image as the background for your document If the image is not the same size as the document it is repeated tiled Note This icon displays only in the Images screen Creating and Editing Email Links Use the Email Link screen to create and edit links that recipients can click to send an email to the address that you specify Email links use the HTML mailto command Take the following steps to create or edit an email link 1 To create anew email link in your docu
108. e server uses cron jobs to take care of sending out scheduled emails handling autoresponders and bounced emails and a variety of other tasks Getting Started Use this chapter if you want to start sending out emails right away The steps in this chapter show you how to set up a list of your contacts and send emails to them Note Pinpointe should already be set up and configured on your server If you are in doubt check with your system administrator or whoever is in charge of the server Steps marked with a red asterisk are necessary The other steps are not necessary but allow you to perform additional useful tasks Follow the links to other parts of this user s guide for information on how to complete each step 1 Log in to Pinpointe Use your username and password to access Pinpointe See Logging Into Pinpointe 2 Setup a contact list Create a list to hold information about your contacts the people to whom you send your emails You can also configure the following e Your name email address and other personal details e Your company s name address and phone number e Where bounced emails should be sent e Which custom fields you want to use see step 3 e Which fields you want to see when you view the list See Creating and Editing Contact Lists 3 Create custom fields If you want to collect a specific type of information about your contacts you can create a custom field to hold the information
109. eady optimized to display optimally in all common email clients Note This feature is not available in all instances of the HTML editor those that allow you to design web pages for instance Take the following steps to validate your HTML document 1 Inthe screen where you define your document scroll down to the Email validation section 2 Click View your email in different email programs The Email Validation screen is divided into three parts Figure 148 Email Validation Preview Bar Original HTML Version AOL Glemail Hotmail ES outlook 2003 E3 Outlook 2007 E Yahoo HTML Preview X Rule Bar 3 Email Formatting Rules Below is a list of various email programs and the different Formatting rules that may hawe been broken To see how an email will look in a particular email program click the corresponding link above aol The email should display correctly Q GMail Gmail removes anything before the body tags Gmail doesn t show the C55 style font family You can use the HTML tag Font face instead of or in conjunction with your font family CSS tag Hotmail The email should display correctly Outlook 2003 The email should display correctly Validation Window Outlook 2007 Outlook 2007 doesn t show the CS5 style height Company Nam cern vee ech You are subscribed as emailaddress 4
110. ed Attendees for Webcast Search Use this to search for contacts in the list by their email address Enter your search term in the text field and click the Search button Click Advanced search to go to the Contacts gt Search contacts screen Addacontact tomy Click this to add a new contact to the contact list The screen that list displays is the same as the Contacts gt Add a contact gt Next screen Choose an action Select one or more contacts select an option from the list and click Go to perform the selected action Select a box belonging to a contact before choosing an option from the Choose an action list Select the box at the top of the column to select all contacts Email address This is the address to which emails for this contact are sent Date added This is the date this contact was added to the contact list Email format This displays HTML if the contact is configured to receive HTML emails This displays Text if the contact is configured to receive plain text emails Activity status This displays active if emails are sent to the contact This displays unsubscribed if the contact was unsubscribed from the list This displays bounced if emails to this contact have not been delivered and emails are no longer sent to the contact Confirmed This displays Confirmed if the contact has replied to a confirmation request email This displays Unconfirmed if the contact has not yet replied to a confirmation
111. ee Your email rated 1 6 out of a spam threshold of 5 This means there is a high chance your email will be delivered but this is not guaranteed 10 11 12 13 If either the HTML or text versions of your email break any rules take note of the offending text and edit the email campaign to not include the term Click the 3g icon to close the Check your email for spam window Check that your campaign displays correctly in a variety of common email clients Click View your email in different email programs The Email Validation screen displays in a new window see Validating an Email When you have finished close the window Configure the Miscellaneous options e Select Yes this email campaign is active if you want the template to be available for use once you have saved it Otherwise deselect this option You can activate the template later e Select Yes archive this email campaign if you want to place the campaign in the archive for the selected contact list Contacts in the list can see all emails sent to the list in the past if you provide them with a link to do so If you want to test the campaign by sending it to your own email address e Enter the email address from which you want to send the test email in the Send preview from this email field e Enter the email address to which you want to send the test email in the Send preview to this email field e To send the test email click Preview your e
112. er a color s hex value in the appropriate field 4 Click OK to save your changes and close the window Alternatively click Cancel to close the window without saving any changes Inserting Custom Fields Custom fields allow you to include recipient specific variables in your email campaigns without manually configuring each email This is similar to the mail merge feature available in some word processing spreadsheet and database applications Custom fields use variables that refer to information configured and listed elsewhere The information contained in most variables is different for each subscriber contact s email address for instance You can also define variables that are specific to each contact list Custom field variables are identified in the editor by the pair of percentage symbols to right and left of the variable name For instance if you define a city custom field the variable appears in your document as city Take the following steps to insert a custom field into your document 1 Inthe HTML editor place the insertion point where you want the custom field to display Click Insert a custom field Figure 129 Custom Fields Insert a Custom Field g Click a list to see its available custom fields or choose one of the general custom fields shown below gt General Custom Fields Contact List Name ribe Link mail Address nfirmation Link 97 Custom Fields ict Demo s Cu
113. eviewing an Email L Preview Mode Company Name Type your company slogan here Content Block Heading This is a block of text for your email campaign Enter in your content here To create another block click on the Green icon at the top right hand corner This is a block of text for your email campaign Enter in your content here To create another text block click on the Green icon at the top right hand corner This is a block of text for your email campaign Enter in your content here To create another block click on the Green icon at the top right hand corner This is a block of text for your email campaign Enter in your content here To create another text block click on the Green icon at the top right hand corner This is a block of text for your email campaign Enter in your content here Ta create annther hlari elini on the Green innn at the tan Source Simple mode Note To ensure that your email displays correctly in all popular HTML email clients it is strongly advised that you use the Email validation feature as well as the Preview screen See Validating an Email Using Tags and Tabs The Tags and Tabs section displays at the bottom of the HTML editor screen Custom Fields The Tags and Tabs section offers two shortcut buttons that allow you to quickly add custom fields to your document Custom fields let you enter variable information into your emails that differs for eac
114. ew detailed statistics about an email campaign click Stats in the navigation bar then click Email campaign statistics Click a campaign s View link Note See Using the Detailed Statistics Screens for further information on these screens The Detailed email campaign statistics screen displays at the Statistics snapshot tab Figure 151 Detailed Email Campaign Statistics Statistics Snapshot Open Stats Link Stats Bounce Stats Unsubscribe Stats Forwarding Stats il campaign Introducing Our Latest Product sent November 19 2007 9 09 am Statistics Snapshot Email Campaign Summary Chart Email Subject Introducing Our Latest Product Opened 75 Contact List Newsletter Subscribers From Product Demo s T Bounced 4 207 nopene I pounced 4 Unopened 21 1 067 Start Sending November 19 2007 9 09 am Finished Sending November 19 2007 9 14 am Sending Time 5 minutes 4 seconds Sent To 5 000 of 5 000 Sent By Demo User Opened 3 726 3 726 Unique Opens Open Rate 74 52 Click through Rate 74 52 PESMAN Bounced 207 The following table describes the tabs in this screen Table 38 Detailed Email Campaign Statistics Statistics snapshot Use this tab to see general information about the email campaign as well as the number of opened unopened and bounced emails You can also see the percentage of emails that were opened and the click through percentage Open stats Use this tab to see infor
115. ew from this email field e Enter the email address to which you want to send the test email inthe Send preview to this email field e To send the test email click Preview your email campaign Check the inbox of the account you entered in the Send Preview to this Email field Finish the autoresponder e Click Save amp keep editing to save the new autoresponder and remain in this screen to make further changes e Click Save and exit to save the new autoresponder and go to the View Custom Templates screen see Managing Custom Email Templates e Click Cancel to return to the View Custom Templates screen without saving the template Any changes you made are lost Editing HTML and Text Pinpointe provides a full featured WYSIWYG What You See Is What You Get HTML editor including an HTML code editor and preview function as well as a plain text editor Use these editors to create and modify templates emails autoresponders and other HTML and plain text features Note See the relevant section of this user s guide for information on how to reach the editing screen for each type of HTML or plain text feature You can also validate your email ensuring that it displays correctly in a variety of popular email clients e See Using the HTML Editor for information on the WYSIWYG editor e See Using the Text Editor for information on the plain text editor e See Validating an Email for information on checking how you email displays in
116. for the form See Configuring Basic Form Settings 3 Design the confirmation page a page that displays when contacts have filled in their details requiring that they click another link to be removed from the list and the confirmation email an email sent to contacts requiring that they click a link to be removed from the list See Designing a Confirmation Page and Email 4 Design the thank you page the page that displays once contacts have been successfully removed from the list and the thank you email an email sent to contacts once they have been successfully removed from the list See Designing a Thank You Page and Email 5 Design the error page a page that displays if an error occurs in the unsubscription process See Designing an Error Page 6 Add the form to your website See Adding a Form to Your Website Creating or Editing a Modify Details Form Figure 74 Example Modify Details Form Your email address e e eErmall F ocaptchaimageyo Enter the security code shown BE Update your details Take the following steps to set up or edit a Modify details form See the corresponding sections for information on how to complete each step 1 Click Forms in the navigation bar then Create a website form 2 Select Modify Details in the Choose a form type field Configure the other basic form settings form name form design and format CAPTCHA security and the contact list or lists for the form See C
117. form below shows the options you ve selected for this form Complete the form and click Next gt gt to create the form Next gt gt Cancel Form Display Options For the Confirmation Page Let me customize what the page looks like fl BAY BUZ Default gt Szet gt S mae Custom Fields Loy Your email subscription is almost complete An email has been sent to the email address you entered In this email is a confirmation link Please click on this link to confirm your subscription Once you ve done this your subscription will be complete amp Go Back ial HTML Tag lt BODY gt Edit Source Preview Cempa mede Insert a Custom Field Insert Unsubscribe Link Take the subscriber to an existing web site address Confirmation Email Options Send From This Name Send Reply Emails to Jemail address com Send Bounced Emails to Jemail address com Q Email Subject Q Confirmation Email HTML cal i Default z Szety Ay 3 image i Custom Fields Pieast LUMI YUUL SUUSLIIPUUIT Thank you for subscribing to our newsletter To finalize your subscription please click on the confirmation link below Once you ve done this your subscription will be complete Please click here to confirm your subscription or copy and paste the following URL into your browser o oCOl HTML Tag lt BODY Edit Source l Preview Compklemod e Insert a Custom Field
118. form into your webpage Name Action Method OK Cancel 2 Enter the Name you want to give this form Note If this form references a script that specifies the form by name the Name must be identical to the name in the script 3 Inthe Action field specify the location of the script you want this form to reference for example http www somesite com somefolder examplescript php Note If you do not enter the full URI Pinpointe automatically appends its server information to the location you specify Alternatively you can specify an email address to which to send the form s content use the following format mailto someaccount somesite com 4 Select the Method this form uses e Select None if you do not want to specify the form submission method e Select Get if you want the form content to be transmitted as a URI The form content is added to the URI specified in the Action field using a question mark as a separator For example http www somesite com somefolder examplescript php name val ue e Select Post if you want the form content to be transmitted as a message using an HTTP POST operation to the URI specified in the Action field The message contains the form content in the following format namel valuel name2 value2 amp name3 value3 5 Click OK to insert the form or click Cancel to close the Insert form window without saving any changes See Inserting and Mo
119. formation on specifying the type of window in which the link opens e See Uploading Files and Images to Pinpointe Server for information on hosting linked files on Pinpointe server so they can be accessed by your email s recipients The following table describes the labels not discussed in the above mentioned sections Table 31 The Link Screen Common Fields Anchor If the document contains named anchors select the destination anchor from the list When a recipient clicks the link the email displays with the anchor s location at the top of the screen Style If your document has styles defined you can select a Style to have the link display using the selected style Insert link Once you have set up your hyperlink click this to place the link in your email document Remove link If you are editing a hyperlink click this to remove the link The plain text remains in your email document Click this to close the Link screen without saving any changes Creating Pre defined Links Alternatively use one of the Pre defined Links to allow the recipient to take action related to Pinpointe Table 32 The Link Screen Pre defined Links Link to Contact List Use this link to allow a user to see all the emails that have been sent to Archives this contact list in the past This option uses the mailinglistarchive variable Web Version of Email Use this link to allow a user to view the HTML version of this email stored on Pinpoin
120. from Trade Show Oct 2007 20 Nov 2007 7 Demo User ES view Contacts Search Contacts Add Contact Edit Copy Delete r Oo 4 Webcast Attendees Nov 2007 20 Nov 2007 Demo User GEEJ view Contacts Search Contacts Add Contact Edit Copy Delete Table 4 Viewing Contact Lists Create contact list Use this to create a new contact list See Creating and Editing Contact Lists for more information Choose an action Select one or more contact lists select an option from the list and click Go to perform the selected action a Select a box belonging to a contact list before choosing an option from C the Choose an action list Select the box at the top of the column to select all contact lists List name This is the name you gave the contact list Click Edit to change the name and other details This displays the date on which you created the contact list Contacts This displays the number of contacts currently associated with the contact list List owner This is the default name used when sending email campaigns to this contact list Archive Click this to go to the archived list of email campaigns sent to this list Action e Click View contacts to see a list of the contacts belonging to the contact list See Viewing Contact List Contacts e Click Search contacts to search for contacts in the selected list The Contacts gt Search contacts gt Next screen displays e Click Add contact to add a new contact to the
121. gate away from this page while your contacts are being exported Start Exporting 9 Click Start exporting Pinpointe prepares the file Figure 54 Exporting Contacts Exporting Contacts Please wait while we attempt to export your 3 943 contact s 211 of 3 943 contacts have been exported so far When the file is ready the following screen displays Figure 55 Download Contacts File Export Contacts to a File The selected contacts have been exported successfully Click here to download the export file You should delete this file once you have finished downloading Delete the Export File 10 Click Click here to download the export file The CSV or XML file displays in a new browser window Figure 56 View Exported Contacts File i https ieminte edzab2s180e csv E3 Email Address Email Format Confirmed Memai1 50018domain com emai 1 50028domain co emai1 5003 domain co1 toolbar com HTML Confirmed 10 02 2008 email 50068domain com HTML Confirmed 11 20 2007 email 5007 domain com HTML Confirme emai 1 S0088domain com HTL Confirmer email 50098domain com HTML Confirme Memai1 S0108domain com HTML Confirme jubscribe Date mm dd yyyy 1 20 2007 L http ieminte 072561b6d61 xml J lt field id 3 gt 1 1 19 2007 lt field gt email 5011
122. gly recommended that you make them mandatory a contact must fill them in to sign up This way you can be sure that you will have no embarrassing gaps in your emails Email Tracking Pinpointe allows you to track and view a variety of information about the emails you send how many are opened and when how many links are clicked in each one and which link was clicked and so on Bounce Tracking Bounced emails are those that never reach their destination This can happen for numerous reasons However if you keep sending emails to an address that does not accept them there is a danger that your email server could be blacklisted making it much more difficult to send subsequent emails to anybody To avoid this Pinpointe can track bounced emails discover why they were bounced and automatically act by deactivating contact s email addresses The contact s details remain in the list but emails are no longer sent Pinpointe can tell the difference between emails that bounced for temporary reasons a contact s inbox was full for example and those that bounced for permanent reasons the account does not exist for example Pinpointe can then take different action depending on the type of bounce that occurred Cron Cron an abbreviation of chronograph is a program that activates other programs commands and processes at pre determined times and intervals It is a way of scheduling tasks to happen automatically Pinpoint
123. go and associated imagery Second your email is consistent When you use a template for your email campaigns over a period of time you know that each email you send is based on the same design and will convey the same message This is particularly useful when multiple people may be sending out email campaigns from your company Built in and Custom Templates Pinpointe includes a huge variety of built in templates ready for you to use out of the box They have been designed and tested with interoperability in mind so they will display correctly in all common HTML email clients You can also create your own custom email templates Either use the included WYSIWYG What You See Is What You Get editor or upload an HTML file from your local computer or a remote URL as the basis for the template Testing Your Template Like Internet browsers email clients often display email in different ways What looks correct in one client can look incorrect in another When you create your own template use the email validation tool see Validating an Email to check that the template displays correctly in a variety of common email clients Managing Custom Email Templates Once you have created a custom email template see Creating and Editing Custom Email Templates you can e Delete remove the template from Pinpointe The template cannot be retrieved e Activate allow the template to be used for a new email campaign or autoresponder e Deactivate
124. h contact or contact list Figure 139 Custom Field Buttons HTML Tag lt BODY gt Edt Souce review Insert a Custom Field Insert Unsubscribe Link e Click Insert a custom field to open the Custom fields window See Inserting Custom Fields The custom field you select is added to your document at the insertion point e Click Insert unsubscribe link to place the unsubscribelink variable at the insertion point This creates a link the recipient can click to be removed from the contact list Simple and Complete Modes The HTML editor has two modes simple and complete In complete mode you can use more design tools to control text forms and page properties See Using Design Tools To switch between simple and complete mode click the link at the bottom of the HTML editor screen Figure 140 Simple and Complete Mode Link HTML Tag lt TR gt lt TD gt TABLE lt TBODY gt lt TR lt TD gt lt TABLE gt TBODY gt lt TR lt TD gt lt TABLE gt lt TBODY gt lt TR gt lt TD gt lt P gt Edit Source Preview Simple mode Eat Source Preview Complete mode gt lt TD gt lt P gt e Click Simple mode to go to simple mode The following design tools are available Figure 141 Simple Design Tools a A 447 BUZ ZE amp d Default z Sizet gt Ay i mae custom Fields e Click Complete mode to go to complete mode The fo
125. have exceeded the mail quota imposed by your host This limits the number of emails you may send in a specific period Check with your host if you are unsure Your host may require that the emails you send have a particular From or Return Path bounce address or a specific domain name for example any account exampledomain com Check with your host Your server s IP address may have been blacklisted This can happen if emails from the server appear to be spam You can use an online service to check whether your server s IP is blacklisted for example the Anti Abuse Project s multi RBL Real time BlackList check at the following URL http www anti abuse org multi rbl check If you are using a third party SMTP server check to ensure that your server login and port details are correct Also ensure that you are allowed to make connections to remote servers on the desired port Firewall restrictions on outgoing connections may disallow the fsockopen PHP function Problem I Can t Import Contacts from a CSV File e You may not have permission to upload contacts from a CSV file To change a user s permissions use the Export contacts to a file checkbox in the User accounts gt Edit gt User permissions screen e Your CSV file may be incompatibly formatted Check the CSV formatting to ensure that it can be read by Pinpointe Check that the information in your CSV file is correctly formatted 1 Each entry must be on anew line on
126. he day and month in the drop down list boxes Enter the year in the field to the right If you selected Between configure the end date in the fields beneath e If you want to search for contacts who have or have not clicked on a specific link in your email campaigns select Yes filter by link Figure 41 Searching Contacts Filter By Link IV Yes filter by link 9 l Has clicked x If you want to find contacts who have clicked on a link select Has clicked in the first list and select the relevant link in the second list If you want to find contacts who have not yet clicked on a link select Has not clicked and select the relevant link in the second list e If you want to search for contacts who have or have not opened a specific email select Yes filter by opened email campaign Figure 42 Searching Contacts Filter By Opened Email M Yes filter by opened email campaign Q Has opened x l Any Email Campaign x If you want to search for contacts who have opened an email select Has opened in the first list and select the email campaign in the second list If you want to find contacts who have not yet opened an email select Has not opened and select the email campaign in the second list 7 Inthe Visible fields section select the fields that you want to see in the search results list 8 Ifthe contact list contains custom fields you can search each field in the Filter by custom fields se
127. how Oct 2007 Newsletter Subscribers From Product Demo s Newsletter Subscribers From Website Webcast Attendees Nov 2007 4 Segments 1 All 4ll subscribers that contain com in their email L Newsletter Subscribers from Product Demos that subs Registerd Web Cast Attendees in New York and Chicago L Registered Attendees for Webcast Search Use this to search for contacts in the segment by their email address Enter your search term in the text field and click the Search button Click Advanced search to go to the Contacts gt Search contacts screen Add a contactto my Click this to add a new contact to Pinpointe The screen that displays is list the same as the Contacts gt Add a contact gt Next screen Note When you use this option the contact is not necessarily added to the segment The contact is added to the segment only if it fulfils the segment s criteria Choose an action Select one or more contacts select an option from the list and click Go to perform the selected action a Select a box belonging to a contact before choosing an option from the Choose an action list Select the box at the top of the column to select all contacts Email address This is the address to which emails for this contact are sent Date added This is the date this contact was added to the contact list Email format This displays HTML if the contact is configured to receive HTML emails This displays Text if th
128. icking this icon all the text in the document is checked Pinpointe checks the text Any words that appear to be spelled incorrectly are highlighted Click a highlighted word to see some suggestions Figure 113 Check Spelling IMutat modu r aa ius etiarn dis popular Diam deseru Pepillo cum no cony vix 3 Polo Gr Poul an gati ae polo l mea Eu poplar sin boraret ut eos populous uat his pupil Paulo Ignore Ignore All gp Add to Dictionary e Click a suggestion to replace the misspelled word with the suggested word e Click Ignore to move on to the next word or click Ignore All to finish the spell check e If you want to allow a highlighted word in future spell checks click Add to Dictionary Bold Click this to bold the selected text or if the text is already bolded to remove bolding Underline Click this to underline the selected text or if the text is already underlined to remove the line Italic Click this to italicise the selected text or if the text is already italic to remove the italics Insert ordered list Click this to insert a numbered list If you select paragraphs already in the document and click this the text is converted to a numbered list Insert unordered list Click this to insert a bulleted list If you select paragraphs already in the document and click this the text is converted to a bulleted list Align left Select text in the document and then
129. icrosoft Word select the Paste from MS Word option This removes formatting tags Find and replace Click this to find and replace specific text The Find Replace window displays Figure 112 The Find Replace Window Find what Find Next Replace with Close I Match case Replace T Match whole word only Replace All e Enter the term you want to find in the Find what field If you want to replace the text with another term enter itin the Replace with field e Ifyou want your search to be case sensitive for example Search Term is not the same as search term select Match case e If you want to search for complete words only so a search for sea does not return a match for search select Match whole word only e Click Find Next to search for the term you entered in the Find what field e Click Replace to replace the highlighted text with the term you entered in the Replace with field e Click Replace All to find every instance of the search term you entered in the Find what field and replace them with the term you entered in the Replace with field e Click Close to close the Find Replace window Check spelling Click this to check the spelling of the text in your document e If you select text before clicking this icon only the selected text is checked e If you do not select any text before cl
130. ield Default value Enter the value that displays by default in the field you are configuring Note If a contact fails to enter information in this field this value displays in the contact s contact list entry Enter the number of rows you want the text field to have Number of columns Enter the number of columns you want the text field to have Next Click this to save your changes in this screen and proceed with configuring your custom field See step 6 Cancel Click this to return to the View custom fields screen See Viewing and Managing Custom Fields Configuring a Numbers Only Field This section describes how to configure the screen that displays when you select Numbers only field in the Create a Custom Field Type and Name screen see Creating and Editing Custom Fields Figure 30 Configuring a Numbers Only Field Create a Custom Field Fill out the Form below and then click Next gt gt to continue Next gt gt Cancel Custom Field Details Default value Field Length Maximum Length Minimum Length Next gt gt Cancel Table 13 Configuring a Numbers Only Field Default value Enter the value that displays by default in the field you are configuring Note If a contact fails to enter information in this field this value displays in the contact s contact list entry Field length Enter the length of the field as you want it to display on your website Maximum length Enter the maximum num
131. ient cannot read this email To view it online please go here webversion To stop receiving these emails unsubscribelink Insert a Custom Field Insert Unsubscribe Link Get Text Content From Editor 2 Specify how you want to build the text document e If you want to use the built in text editor select Type text into the text box below e If you want to use a text file on your computer select Upload a file from my computer Click the Browse button that displays A file upload window displays locate and select the file you want to use and click OK Click Upload The text editor screen updates to show the new file e If you want to use a file from a page on the Internet select Import a file from a web site and enter the full URL for example http www examplesite com examplepage html in the field that displays Click Import The text editor screen updates to show the new file 3 Edit the text manually e If you selected Type text into the text box below enter the text you want to send Alternatively click Get text content from editor at the bottom of the screen to paste the text from the HTML editor into the plain text editor e If you selected Upload a file from my computer or Import a file from a web site you may need to edit the text for formatting so it displays correctly Note Use the vertical grey line in the text editor as a guideline for your email s maximum line width The line represe
132. ign Enter in your camen here To create another text block click on the Green icon at the top right hand corner lt p gt lt EndBlockNoDelete c StartBlock CanDelete gt j lt hi style border bottom 1px dashed rgb 127 156 186 margin Opx padding Opx Opx Spx A Arial color rgb 102 102 102 font size 18px font weight normal letter spacing 1px display block name tid description darkCalor gt Content Block Heading lt hi gt lt p style margin 0px padding 10px 10px 10px Opx font family Verdana font size 11px color rgb 51 51 102 line height 15px gt lt img i 7 sr http iem interspire demo com admin resources email_templates Business Generic 203 20Promoti atg g style border Spx solid rgb 247 247 247 margin 0px 10px 10px 0px padding 1px float left height 119 width 180 gt This is a block of text for your email campaign Enter in your content here To create another block click on the Green icon at the top right hand corner lt br gt lt br gt oai r z p v Thie ic a hlacl nf tayt far wnur amail namnainn Enter in waur cantent here Ta create annther tevt hlacl Fa gt Lemp Preview Simple mode The buttons at the top of the screen are described in Using Design Tools Previewing Your Email To see how your email will display in the recipient s email client click the Preview tab under the editing window Figure 138 Pr
133. igns View Scheduled Email Queue Any emails you have scheduled to be sent out are shown below The Status Field indicates when each email will be sent out Cron the scheduled sending system will run in 2 minutes 21 seconds Send an Email Campaign Delete Selected Results per page 10 Pages Page 1 of 1 Back 1 Next Email Campaign Name Email Subject Contact List Date Scheduled Activity Status Action Introducing Our Latest Product Introducing Our Latest Predera Leads for Sales Team May 30 2008 2 52am Waiting to send View Pause Edit Delete Leads From Trade Show Oct 2007 Did you like our trade show last week Trade Show Follow Up en ena Complete View Delete O wg 0 wz a Introducing Our Latest Product Introducing Our Latest Product Newsletter Subscribers From Product Demo s November 19 2007 9 04 am Complete view Delete Table 27 View Scheduled Email Campaigns Send an email Click this to send a new email campaign See Sending Email Campaigns campaign for more information Delete selected Select one or more email campaigns and click this to delete the selected campaign or campaigns a Select a box belonging to an email campaign before clicking the Delete m selected button Select the box at the top of the column to select all campaigns Email campaign This displays the name of the email campaign scheduled for sending name
134. in HTML only If you select this option your emails will not display in email clients that cannot display HTML messages My first name If your autoresponder uses a custom field to define a recipient s first custom field is name select it here If your autoresponder uses a single field to define a recipient s name select it in this field My last name If your autoresponder uses a custom field to define a recipient s last custom field is name select it here If your autoresponder uses a single field to define a recipient s name leave this field blank Send to existing Select this to send the autoresponder to contacts who already belong to contacts the contact list For example if you set up an autoresponder to send ninety days after a contact was added to the list contacts who were added to the list fewer than ninety days ago will receive the autoresponder on the relevant date Sending options Send this Select As soon as the contact joins my list to send the autoresponder to autoresponder contacts immediately when they join the list Select After the contact has been on my list for to send the autoresponder a specific number of hours days weeks months or years after the contact has joined the list Enter the time in the fields that display Advanced options Send youremail Select this to send both HTML and text elements of a multipart as multipart autoresponder to recipients This allows a recipient s email c
135. in each dimension in the following format current width x current height horizontal change vertical change Note When you resize a table its aspect ratio is not preserved Adding and Deleting Table Rows and Columns To add and delete rows and columns select a table cell Icons display at the cell border Figure 136 Celllcons en Id Click the left arrow 4 to add a column to the right of the selected cell Click the right arrow f to add a column to the right of the selected cell Click the up arrow 4 to add a row above the selected cell Click the down arrow mg to add a row below the selected cell Click the delete column 4 icon to delete the entire column in which the cell is located d amp b Click the delete row icon to delete the entire row in which the cell is located Composing and Editing HTML To edit your document s HTML code manually click the Source tab under the editing window Figure 137 Editing HTML eA 9 amp wouy a lt tr gt lt td style padding 15px gt _ i lt p style margin 0px padding 0px font family Helvetica color rgb 0 0 0 font size 34px letter spacing 1px font weight normal line height 34px name tid description darkestColor gt Company Name lt p gt lt p style margin Opx paccind pps font family Arial color rgb 153 153 153 font size 14px line height 16px font weight bold letter spacing
136. ink in this autoresponder You can also see the email address of each contact the date and time at which the contact unsubscribed and the month with the greatest number of contacts unsubscribing Use this tab to see information about the contacts to whom this autoresponder has been sent Contact information Forwarding stats Use this tab to see information about the number of contacts who have forwarded this autoresponder to their friends Viewing Contact List Statistics To view statistics about contact lists click Statistics in the navigation bar then click Contact list statistics This screen shows an overview of your contact lists and some basic statistics about each You can e View an contact list s detailed statistics These include statistics about the domains to which your contacts in this list belong the number of emails sent to this list that are opened the number of links in emails to this list that are clicked the number of emails to this list that have bounced the number of contacts who have unsubscribed from the list and the number of emails forwarded by this list s contacts e Print an contact list s statistics Figure 154 Viewing Contact List Statistics Contact List Statistics Statistics For your contact lists will show you how many people have subscribed unsubscribed bounced and how active the list is at what times Results per page 10 Pages Page 1 of 1 Back 1 Next Contact L
137. irmation email will be to sent If a contact replies to your confirmation email this is the address to which the reply is sent This displays the default reply email address for this contact list If you want to use a different address enter the new address in this field Email subject Enter the subject line for the confirmation email Confirmation Design the HTML version of the confirmation email in this section See email HTML Using the HTML Editor for information Confirmation Design the plain text version of the confirmation email in this section email text See Using the Text Editor for information Next Click this to proceed to the next screen The next screen depends on the option you selected in the Configuring basic form settings screen Cancel Click this to return to the View website forms screen Designing a Thank You Page and Email Use this screen to configure a page informing contacts that the subscription or unsubscription modification or forwarding process is complete and an email in which the same information is conveyed Note The fields that display in this screen depend on the type of form you are creating Not all fields display for all form types Figure 78 Designing a Thank You Page and Email Create a Website Form This step allows you to create the thank you emails and HTML page to let your contact know that you are aware of their actions Next gt gt Cancel Thank You Page Options
138. is not recommended e Enter 2 or higher Multiple select only to display the specified number of rows The user may navigate the list using the scroll bar on the right of the list box 6 If your document has styles defined you can select a Style to have the list display using the selected style 7 Click OK to save your changes and close the window Alternatively click Cancel to close the window without saving any changes Modifying Page Properties Take the following steps to modify your document s basic settings including background and color setup Note You do note need to modify the Page Title Description or Keywords in the Page properties window These properties are standard HTML but are designed for web pages and are not relevant when creating HTML emails 1 Inthe HTML editor click Modify page properties Figure 128 Page Properties Background Image oi Background Color fern a Text Color froooo00 a Link Color frooonee ii OK Cancel 2 Specify a Background image by pasting the image s URL into the field If the image is larger than the HTML browser window it is repeated tiled Alternatively specify a Background color by clicking the color picker icon amp or entering the color s hex value ffFFFF for instance 3 If you want to change the default Text color or Link color the color of text associated with a hyperlink click the appropriate color picker or ent
139. ist amp Created amp Contacts Unsubscribes Action fy Leads for Sales Team 20 Nov 2007 2 View Print lh Leads From Trade Show Oct 2007 20 Nov 2007 1 jew fy Newsletter Subscribers From Product Demo s 19 Nov 2007 tiew fly Newsletter Subscribers From Website 20 Nov 2007 View Print fly Webcast Attendees Nov 2007 20 Nov 2007 iew Prin Table 41 Viewing Contact List Statistics Contact list This displays the name of the contact list This displays the date on which this contact list was set up This displays the number of contacts in this list Unsubscribes This displays the number of contacts who have unsubscribed from this contact list Action e Click View to see detailed statistics about the contact list See Viewing Detailed Contact List Statistics e Click Print to select the contact list s statistics you want to print view a preview of the printed document and send the print job to your printer See Printing Statistics Viewing Detailed Contact List Statistics To view detailed statistics about a contact list click Stats in the navigation bar then click Contact list statistics Click a contact list s View link Note See Using the Detailed Statistics Screens for further information on these screens The Detailed contact list statistics screen displays at the Contacts snapshot tab Figure 155 Detailed Contact List Statistics Contact List Statistics Contacts Snapshot Top 10 Domain
140. ist Select a Contact List s Contact List All Lists wv 7 Leads for Sales Team 4 active contacts Leads from Trade Show Oct 2007 7 active contacts T Newsletter Subscribers From Product Demo s 3 932 active contacts T Newsletter Subscribers From Website 0 active contacts I s 0 active contacts 7 Webcast Attendees Nov 2007 0 active contacts Next gt gt Cancel 2 Selecta Search option e To create a CSV file containing all the contacts in a list select Export all contacts in the selected contact list e To create a CSV file containing only contacts who match certain criteria select Export specific contacts from within the selected contact list You can select criteria in the next screen see step 4 3 Select the contact list or lists you want to export in the Contact list field To search for a list enter your search term in the field below 4 Ifyou selected Export specific contacts from within the selected contact list a screen displays allowing you to refine your criteria See step 6 for information on configuring the fields in this screen Click Next when you have finished Figure 52 Specify Contact File Details Export Contacts For All Contact Lists Choose how you want to export your contacts by filling out the Form below You can choose which Fields to include under the Selde fo inode section 3 943 contacts matched your search and can be exported
141. ist permanently Next gt gt Cancel Remove Contacts Contacts to Remove C Twant to type the email addresses of contacts into a text box C Twant to upload a file that contains the email addresses of contacts For the Contacts Above Next gt gt Cancel 3 Define the contacts that you want to remove from the list e To enter the contact s email addresses manually select want to type the email addresses of contacts into a text box Enter the addresses in the field that displays Figure 60 Enter Contact Addresses Manually Twant to type the email addresses of contacts into a text box e To upload a list of email addresses select want to upload a file that contains the email addresses of contacts Note The file that you use should contain email addresses only one address to a line Figure 61 Upload List of Contacts to Remove gi I want to upload a file that contains the email addres Browse Enter the filepath of the file you want to use or click Browse and locate the file 4 Use the For the contacts above field to specify whether you want to delete the contacts permanently or just mark them as unsubscribed e If you want to delete the contacts permanently select Remove them from my list permanently e If you want to mark the contacts as unsubscribed but keep the contact s details select Mark them as unsubscribed in my list 5 Click Next 6 Ascreen disp
142. l Custom Field Details Custom Field Type Text Field multiline Text Field Numbers Only Pick List Checkboxes Radio Buttons Date Field Custom Field Name Y Is This Field Required T Yes contacts must fill in this Field to be added to my list Next gt gt Cancel 2 Select the Custom field type e Select Text field to create a field into which the user may enter a single line of text e Select Multiline text field to create a field into which the user may enter multiple lines of text e Select Numbers only to create a field into which the user may enter numerals only e Select Pick list to create a drop down list box from which the user may select an option e Select Checkboxes to create one or more check boxes from which the user may select multiple options e Select Radio buttons to create one or more radio buttons from which the user may select a single option e Select Date field to create a field from which the user may select a date You can limit the years available for selection 3 Enter the name for the field in the Custom field name field 4 Ifyou want Pinpointe to allow users to join a contact list only once they have completed this field select the Is this field required check box 5 Click Next The fields that display in the next screen depend upon the Custom field type you selected e If you selected Text field see Configuring a Text Field
143. lays with a report of the results You can use this screen to delete more contacts from the list Figure 62 Removed Contact Report Remove Contacts Use the Form below to remove contacts From your list You can set their status to unsubscribed or you can delete them From your list permanently 1 email address was removed From the list successfully Next gt gt Cancel Remove Contacts Contacts to Remove I want to type the email addresses of contacts into a text box Twant to upload a file that contains the email addresses of contacts For the Contacts Above l Mark them as unsubscribed in my list x A Next gt gt Cancel Viewing Suppressed Email Addresses Suppressed email addresses are those to which email addresses are never sent even if the address is subscribed to a list You can view suppressed email addresses for all contact lists or for a specific list Take the following steps to see the suppressed email addresses for a contact list 1 Click Contacts in the navigation bar then click Email Suppression List Figure 63 Email Suppression List Choose Contact List View Suppression Email List Next gt gt Cancel Select a Contact List s Show Suppressed Emails for Global Suppression All Lists 1 suppression Leads For Sales Team 0 suppressions Leads From Trade Show Oct 2007 0 suppressions Newsletter Subscribers From Product Demo s 0 suppressions
144. lect Print from the Choose an action menu The Print Statistics screen displays Note This example uses the screens for Email campaign statistics The screens for other types of statistics are similar Figure 159 Printing Statistics Print Email Campaign Statistics Please choose which statistics you would like to print IV Statistics Snapshot V Opens Summary I Include details of 3726 people who have opened this email IV Link Clicks Summary Include details of 3726 people who have clicked on a link V Bounce Summary Include details of 207 people who have bounced V Unsubscribe Summary I Include details of 175 people who have unsubscribed V Forwards Summary I Include details of 0 people who have forwarded this email Print Preview Cancel 2 Select the types of statistics you want to include in the printed output 3 Click Preview to see how the printed output will look The preview opens in a new browser window Figure 160 Printing Statistics Preview Statistics Snapshot Email Subject Introducing Our Latest Product Contact List Newsletter Subscribers From Product Demo s Start Sending November 19 2007 9 09 am Finished Sending November 19 2007 9 14 am Sending Time 5 minutes 4 seconds SentTo 5 000 of 5 000 Sent By Demo User Opened 3 726 Total Opens 3 726 Unique Opens Open Rate 74 52 Click through Rate 74 52 Bounced 207 Email Campaign Summary Graph B openea C75 2
145. lect how you want text or images to display in the selected cell e Select None to have the text or image display in its default vertical location e Select Top to have the text or image display at the upper cell margin e Select Middle to have the text or image display at the vertical middle of the cell e Select Bottom to have the text or image display at the bottom cell margin 7 Click OK The changes to your cell display in the HTML editor Alternatively click Cancel to close the Modify cell properties screen without making any changes Inserting and Deleting Columns Take the following steps to add a column to a table in a document 1 Inthe HTML editor select a table cell next to which you want to add a column 2 Click the Table functions button Select Insert column to the right or Insert column to the left The new column displays in the HTML editor Take the following steps to delete a column from a table in the HTML editor 1 Inthe HTML editor select a table cell in the column you want to delete 2 Click the Table functions button 11 Select Delete column The column is deleted from the table Inserting and Deleting Rows Take the following steps to add a row to a table ina document 1 Inthe HTML editor select a table cell above or below which you want to add a row 2 Click the Table functions button 01 Select Insert row above or Insert row below The new row displays in the HTML editor Take the followi
146. lick on the Green icon at the top right hand corner corner This is a black of text for your email campaign Enter in waur enntant hara Th create another tayt black click oft gt a HTML Tag lt BODY Edit Source Preview Insert a Custom Field Insert Unsubscribe Link Type text into the text box below Complete mode Upload a file from my computer Import a file From a web site Your email client cannot read this To view it online please go here our text ta the left of the gray line Insert a Custom Field Insert Unsubscribe Link Get Text Content from Editor _ Check your email campaign for spam keywords View your email in different email programs VV Yes this email campaign is active 9 W Yes archive this email campaign 9 D aan O Save amp Keep Editing Save And Exit Cancel Note If you selected Text only in the previous page the HTML Content section in this page does not display Likewise if you selected HTML only the Text Content section in this page does not display 6 Specify how you want to build the HTML email e If you want to use the built in WYSIWYG What You See Is What You Get editor in this page select Create content using the WYSIWYG editor below e If you want to use an HTML file on your computer select Upload a file from my computer Click the Browse button that displays A file upload window displays locate
147. lient to choose the correct display method Note Use this option if you are unsure Also use this option if you don t provide your recipients with the ability to choose HTML or text emails Track openrates Select this to have Pinpointe track the proportion of HTML for html emails autoresponders opened by their recipients Track links clicked Select this to have Pinpointe track the proportion of links in this in this email autoresponder that are clicked on by the recipient You can view the results of clicked links in the Stats gt Autoresponder statistics Embed images as Select this to embed the images you send in HTML emails rather than attachments linking to them This allows recipients to view the autoresponder offline but can increase the email size significantly Autoresponder content want to Select Create the content of my autoresponder from scratch if you do not want to base this autoresponder on an existing template Select Use a template as the basis of my autoresponder if you want to base this autoresponder on an existing template Figure 107 Autoresponder Select a Template Use a template as the basis of my autoresponder No Template ustom Email Templates Flowerart iew Built In Email Templates Business Generic 1 Newsletter Generic 1 Promotion Generic 2 Newsletter Generic 2 Promotion Generic 3 Newsletter Generic 3 Promotion Generic 4 Newsletter Generic 4 Promotion Global Law Newsletter
148. llowing design tools are available Figure 142 Complete Design Tools z 2uve Default z Size1 gt y A E Custom Fields Using HTML Tags When you click a section of your email document in the WYSIWYG editor click the Edit tab a variety of HTML tags display beneath the edit window Figure 143 HTML Tags HTML Tag lt TR gt lt TD gt TABLE TBODY gt lt TR gt lt TD gt lt TABLE gt TBODY gt TR lt TD gt TABLE TBODY gt lt TR gt lt TD gt P gt Edit Source Preview Joi tar The tags that display are those that affect the element you select For example if you select a piece of text in a table cell that is part of a table in the body of the HTML the tags that display are those that define the cell the table row the table column the table itself and the body Note Tags that display with a stylesheet class name for example span myClass have a style applied to them Use the HTML tags to precisely select HTML elements for editing This is particularly useful when tags are nested and selection with the mouse is difficult or impossible When you select a tag all the elements the tag affects are highlighted in the editing window Remove tag and Edit tag links appear in the right of the screen Figure 144 Remove and Edit HTML Tags Remove Tag Edit Tag Removing a Tag Click Remove tag to delete the tag The corresponding closing tag is also
149. m Settings 3 Design the thank you page the page that displays once contacts have successfully forwarded the email See Designing a Thank You Page and Email 4 Design the forwarded email headers the HTML and text headers that display above the forwarded email identifying the sender by whom it was forwarded See Configuring Forwarded Email Headers 5 Design the error page a page that displays if an error occurs in the sending process See Designing an Error Page 6 Include a link to the form in your emails or autoresponders using the corresponding custom field When you are editing a template email or autoresponder click the Custom fields button Then select Send to friend forms Select the name of the form from the list that displays Note You cannot add send to friend forms to your website Use the custom field link to add them to your emails instead Configuring Basic Form Settings Use this screen to configure basic form settings such as form name and type form design and the contact list or lists with which the form is associated Note The fields that display in this screen depend on the selection you made in the previous screen Figure 76 Configuring Basic Form Settings Create a Website Form Fill out the form below to create a subscribe unsubscribe modify details or send to friend form which you can place on your website Next gt gt Cancel Form Name amp Type Choose a Form Type Subscriptio
150. mail campaign Check the inbox of the account you entered in the Send Preview to this Email field Finish the campaign e Click Save amp keep editing to save the new campaign and remain in this screen to make further changes e Click Save and exit to save the new campaign and go to the View Custom Templates screen see Managing Custom Email Templates e Click Cancel to return to the View Custom Templates screen without saving the template Any changes you made are lost Sending Email Campaigns Take the following steps to send an existing email campaign 1 Click Email campaigns in the navigation bar then select Send email campaign Figure 90 Send an Email Campaign Send an Email Campaign Before you can send an email campaign please select which contact list s you want to send to Next gt gt Cancel Who Do You Want to Send to I Want to Send an email to all contacts in the selected list s below Send an email to contacts who match my search criteria in the selected list s below Send an email to all contacts in the selected segment s below Select a Contact List s Contact List 7 Leads for Sales Team 3 active contacts Leads from Trade Show Oct 2007 7 active contacts 7 Newsletter Subscribers From Product Demo s 3 930 active contacts 7 Newsletter Subscribers From Website 0 active contacts Webcast Attendees Nov 2007 0 active contacts Next gt gt Cancel
151. mation about the number and percentage of emails in this campaign that were opened by their recipients You can also see the date on which an email was opened by an individual recipient and whether it was opened as HTML or plain text Link stats Use this tab to see information about the number and percentage of links in this email campaign that were clicked by their recipients as well as the average number of clicks per email and the most popular link in this campaign You can also see which individual recipients clicked ona link and at what date and time Bounce stats Use this tab to see information about the number and percentage of undeliverable emails in this campaign as well as the number of hard bounces and soft bounces You can also see the type of bounce hard or soft for each bounced email the exact reason that the email was not delivered and the date and time at which the bounce occurred Note Hard bounces are emails that were not delivered because of a permanent reason for instance the email account does not exist whereas soft bounces are emails that were not delivered fora temporary reason for instance the recipient s inbox was full Unsubscribe stats Use this tab to see information about the number of contacts who have unsubscribed using a link in this email campaign You can also see the email address of each contact the date and time at which the contact unsubscribed and the month with the greatest number of contac
152. med have unsubscribed have had emails bounced and have forwarded emails ranked by domain Open stats Use this tab to see information about the number and percentage of emails that were opened by members of this contact list You can also see the date on which an email was opened by an individual recipient and whether it was opened as HTML or plain text Link stats Use this tab to see information about the number and percentage of links in emails that were clicked by their members of this contact list as well as the average number of clicks per email and the most popular link overall You can also see which individual recipients clicked ona link and at what date and time Bounce stats Use this tab to see information about the number and percentage of undeliverable emails sent to this contact list as well as the number of hard bounces and soft bounces You can also see the type of bounce hard or soft for each bounced email the exact reason that the email was not delivered and the date and time at which the bounce occurred Note Hard bounces are emails that were not delivered because of a permanent reason for instance the email account does not exist whereas soft bounces are emails that were not delivered fora temporary reason for instance the recipient s inbox was full Unsubscribe stats Use this tab to see information about the number of contacts who have unsubscribed from this list You can also see the email address of e
153. ment select text in the HTML editor see Using the HTML Editor and click the Create email link button 53 To edit an existing email link select the link in the document and click the Create email link button The Email Link screen displays Figure 115 The Email Link Screen Email e Enter the required information and click on the OK button to create a link to an email address in your webpage Email Address Subject Style X Insert Link Remove Link Cancel 2 Enter the Email Address to which you want the email to be sent 3 If you want to specify the email subject for example Response to Newsletter 15 enter the subject line in the Subject field 4 f your document has styles defined you can select a Style to have the link display using the selected style 5 Click Insert Link to place the email link in your document Alternatively click Remove Link to return the selected text in your document to its default state Click Cancel to close the Email Link screen without saving any changes The email link displays in the HTML editor Inserting and Editing Images Use the Images screen to insert or edit an image in your document e To insert an image access the HTML editor see Using the HTML Editor Place the insertion point where you want the image to appear then click the Insert or modify an image button 4 e To edit an image access the HTML editor Select the image you
154. ments Figure 20 Creating a Segment View Segments 4 segment is a filtered view For one or mor your contact lists You can view contacts by segments and even send campaigns to a specific segment Create a Segment Choose an action Go Results per page 10 i Pages Page 1 of 1 Back 1 Next Segment Name amp Created Contacts Action fa All subscribers that contain com in their email address 29 May 2008 5013 View Contacts Edit Copy Delete e Newsletter Subscribers from Product Demos that subscribed after 14 5 2008 29 May 2008 5000 View Contacts Edit Copy Delete e Registerd Web Cast Attendees in New York and Chicago 29 May 2008 0 view Contacts Edit Copy Delete 2 Registered Attendees for Webcast 29 May 2008 0 view Contacts Edit Copy Delete Page 1 of 1 Back 1 Next 2 Click Create a Segment Figure 21 Creating a Segment Configure Segment Create a Segment 4 segment is a filtered view across one or more of your contact lists For example you could create a segment to view contacts in New York across all of your lists Save Cancel Segment Details Segment Name Pod x Segment Contacts From 7 Leads for Sales Team 3 active contacts 7 Leads from Trade Show Oct 2007 7 active contacts T Newsletter Subscribers From Product Demo s 3 930 active contacts T Newsletter Subscribers From Website 0 active contacts 7 Webcast Attendees Nov 2007 0 activ
155. n 9 The form name is shown in the control panel only Use Double Opt In Confirmation IV Yes use double opt in email confirmation Send a Thank You Email M Yes send the contact a thank you email Email New Contacts Details to You TO Yes send me an email with a copy of the contact s details Advanced Options Choose a Form Design Classic White Default E Preview this Design Email Campaign Format Allow Contact to Choose 9 Use CAPTCHA Form Security M Yes use CAPTCHA form security recommended Q Choose Contact Lists Contact Lists Custom Fields TU Leads for Sales Team PF Leads from Trade Show Oct 2007 T Newsletter Subscribers From Product Demo s T Newsletter Subscribers From Website Change Field Order Drag amp Drop Email Address Required Contact Format Drag and drop to rearrange the order in which the fields will appear on the form Next gt Cancel Table 20 Configuring Basic Form Settings Form name and type Choose a form Select the type of form you want to create See Creating and Editing type Forms Name this form Enter a name for this form This name identifies the form in Pinpointe Use double opt in Select this if you want to send an email to contacts in which they must confirmation click a link to confirm that they want to subscribe to this list Deselect this if you do not want to send such an email Send a thank Select thi
156. n Enter in column block of text Here your content here To syou can place short text create another block items such as event click on the Green notices news items and icon at the top right tother short notices To hand corner icreate another Small F HTML Tag lt BODY gt Edit i Source Preview Compile made Insert a Custom Field Insert Unsubscribe Link Text Content Type text into the text box below Upload a file from my computer Import a file from a web site Your email client cannot read this email To view it online please go here webversion To stop receiving these emails 1 If po e keep your text to the left of the gray line ab Insert a Custom Field Insert Unsubscribe Link Get Text Content from Editor _ Email alidation Email Client Compatibility View your email in different email programs Miscellaneous Options Activate Template I es this template is active Global Template IV Yes this template is global Save Save And Exit Cancel Note If you selected Text only in the previous page the HTML Content section in this 6 7 10 page does not display Likewise if you selected HTML only the Text Content section in this page does not display Customize the HTML template using the editor See Using the HTML Editor for more information Customize the text template using the editor See Using the Text Editor for
157. nfiguring Forwarded Email Headers Table 22 Designing a Thank You Page and Email Thank you page options Let me customize what the page looks like Take the subscriber to an existing website address Thanks email options Send from this name Select this option to design the thank you page in the WYSIWYG editor that displays See Using the HTML Editor for information Select this option to redirect the user to another page on the Internet Enter the page s full URL in the field that displays for example http www someite com somepage html This is the name of the person from which the thank you email will be sent This displays the default from name for the contact list you selected If you want to change this name enter the new name in this field Send from this email address This is the email address from which the thank you email will be sent This displays the default from email account for the contact list you selected If you want to use a different email account enter the new address in this field Send reply emails to sent If a contact replies to your thank you email this is the address to which the reply is sent This displays the default reply email address for this contact list If you want to use a different address enter the new address in this field This is the name of the person from which the thank you email will be This is the address to which undeliverable emails are se
158. ng steps to delete a row from a table in a document 1 Inthe HTML editor select a table cell in the row you want to delete 2 Click the Table functions button 0 Select Delete row The row is deleted from the table Increasing and Decreasing Column Span Take the following steps to merge a table cell into the column to its immediate right increase column span or split a table cell from a cell with which it was previously combined decrease column span Note A cell can be split down to a single column width and no further 1 Inthe HTML editor select a table cell in the column you want to modify 2 Click the Table functions button 51 3 Select Increase column span to merge the cell with the cell to its right or select Decrease column span to split a multi column cell from its rightmost section The cell displays in the HTML editor at its modified width Increasing and Decreasing Row Span Take the following steps to merge a table cell into the row beneath it increase row span or split a table cell from a cell with which it was previously combined decrease column span Note A cell can be split down to a single row height and no further 1 Inthe HTML editor select a table cell in the column you want to modify 2 Click the Table functions button 1 3 Select Increase row span to merge the cell with the cell beneath it or select Decrease row span to split a multi row cell from its lowest section The cell displays
159. nt This displays the default bounced email address for this contact list If you want to use a different address for handling bounced emails enter the new address in this field Enter the subject line for the thank you email Design the HTML version of the thank you email in this section See Using the HTML Editor for information Send bounced email to Email subject Confirmation email HTML Confirmation email text Design the plain text version of the thank you email in this section See Using the Text Editor for information Click this to proceed to the next screen The next screen depends onthe option you selected in the Configuring basic form settings screen Click this to return to the View website forms screen Next Cancel Configuring Forwarded Email Headers When you select Send to friend in the Configuring basic form settings screen use this screen to configure the headings that display above the forwarded HTML and text emails identifying the sender by whom it was forwarded Note This section displays beneath the Thank you page options See Designing a Thank You Page and Email Figure 79 Designing Forwarded Email Headers Forwarded email headers Email Header HTML A M gi G a amp B AV B UTE LO Default gt Szety Ar i mag Custom Fields This email was Forwarded to you by REFERRER_EMAIL HTML Tag BODY gt Edit Source Preview Complete mode Get Text
160. ntact lists the number of contacts belonging to the list and the number of autoresponders associated with each list Select a contact list and click Next Figure 100 View Autoresponders Manage Autoresponders View Autoresponders Autoresponders are emails that you can set up to be sent automatically to contacts at different intervals after they subscribe Learn more about autoresponders Create an Autoresponder Choose an action f Go Results per page 10 Pages Page 1 of 1 Back 1 Next Name this Autoresponder Created amp Sent Email Format Active iy First Follow Up 21 Nov 2007 Immediately after signup HTML gl Second Follow Up 21 Nov 2007 24 hours after signup HTML 4 Third Follow Up 21 Nov 2007 144 hours after signup HTML 3 This screen allows you to e Create an autoresponder e Delete the selected autoresponder s remove the autoresponder or autoresponders from Pinpointe The autoresponder cannot be retrieved e Activate the selected autoresponder s when activated an autoresponder will be sent to contacts at the specified time e Deactivate the selected autoresponder s when deactivated an autoresponder will not be sent to contacts You can also View Edit and Copy autoresponders Table 28 View Autoresponders Create an Click this to go to the Create an autoresponder screen See Creating and autoresponder Editing Autoresponders for more information Choose an action Select on
161. nted document and send the print job to your printer See Printing Statistics Click Delete to remove an autoresponder s statistics from Pinpointe The statistics cannot be retrieved Viewing Detailed Autoresponder Statistics To view detailed statistics about an autoresponder click Stats in the navigation bar then click Autoresponder statistics Click an auttoresponder s View link Note See Using the Detailed Statistics Screens for further information on these screens The Detailed autoresponder statistics screen displays at the Statistics snapshot tab Figure 153 Detailed Autoresponder Statistics Autoresponder Statistics Statistics Snapshot Open Stats Link Stats Bounce Stats Unsubscribe Stats Forwarding Stats Contact Information View a summary for autoresponder A Few Tips to Get the Most from Our Widgets Statistics Snapshot Autoresponder Summary Chart Email Subject Second Autoresponder Contact List Newsletter Subscribers From Product Demo s Sent To 4 088 E Opened 82 Bounced 1 56 Sent When 24 hours after signup I unopened 16 u d 16 668 Created By Demo User m Bounced 1 nopened 16 Opened 3 364 3 364 Unique Opens Bounced 56 Opened 82 3 The following table describes the tabs in this screen Table 40 Detailed Autoresponder Statistics Statistics snapshot Use this tab to see general information about the autoresponder as well as the number of opened uno
162. nts a line width of sixty five characters longer lines may be wrapped onto the next line by some email clients making them awkward to read However if you are not concerned about this then you can use lines longer than sixty five characters 4 Insert custom fields to add variable information to the text such as your recipient s email address You can also add links to allow recipients view the online HTML version of the email and remove themselves from the email list e Click Insert a custom field to open the Custom fields window See Inserting Custom Fields The custom field you select is added to your document at the insertion point e Click Insert unsubscribe link to place the unsubscribelink variable at the insertion point This creates a link the recipient can click to be removed from the contact list Validating an Email Like web browsers popular email clients display HTML in different ways However email clients are even less consistent than web browsers For example some email clients fail to support basic HTML techniques such as forms and CSS Cascading Style Sheets For this reason it is highly important to check that your HTML email will display acceptably in all common email clients Do this using Pinpointe s Email validation feature This feature tests your email by mimicking common email clients display inconsistencies and displaying the results on a single screen Note Pinpointe s built in templates are alr
163. o create a new copy of the form The new form displays in the list with Copy of appended to the original name Click Delete to remove the form from Pinpointe The form cannot be retrieved Creating and Editing Forms You can create various types of forms in Pinpointe e Subscription lets contacts sign up for your emails See Creating or Editing a Subscription Form e Unsubscribe lets contacts unsubscribe from your list and stop receiving emails This has the same effect as the unsubscribe link you can add to your emails See Creating or Editing an Unsubscribe Form e Modify details lets contacts change the information recorded about them in your contact list See Creating or Editing a Modify Details Form e Send to friend lets contacts forward an email to another person See Creating or Editing a Send to Friend Form Creating or Editing a Subscription Form Figure 72 Example Subscription Form Your email address Preferred Format HTML x dfnmxz Subscribe Take the following steps to set up or edit a Subscription website form See the corresponding sections for information on how to complete each step Enter the security code shown 1 Click Forms in the navigation bar then Create a website form 2 Select Subscription in the Choose a form type field Configure the other basic form settings form name form design and format CAPTCHA security and the contact list or lists for th
164. o use a template in an email campaign click Email campaigns gt Create email campaign and select the template e To modify a template for later use in an email campaign create a new custom template based on the built in template See Creating and Editing Custom Email Templates IV TROUBLESHOOTING This section contains the following chapters Troubleshooting 7 roubleshooting This chapter describes some common problems and their likely solutions Use this cha pter to diagnose and solve problems you may have with Pinpointe If you are not sure what effects a certain troubleshooting action will have contact the relevant administrator or service provider or get in touch with your software vendor Make all configuration changes at your own risk Note If you cannot perform a task that you think you should be able to the most likely reason is that your user account does not have the required privileges Before you take any other steps use the User accounts screens see Configuring User Accounts or check with your organization s Pinpointe administrator Problem Forgot My Password 1 2 3 4 Go to the login screen see Logging In to Pinpointe Click the Forgot your password link In the screen that displays enter your Username Click Send email An email is sent to the email address associated with your username in Pinpointe Follow the instructions in the email Problem I Can t Send Emails You may
165. ome emails ilh Contact Activity for the Last 7 Days Eg Create an Autoresponder Create an email that is automatically sent out after it is triggered Autoresponders Overview Autoresponders are emails sent out automatically by Pinpointe in response to actions taken by a contact signing up for a newsletter for example You can set up autoresponders to be sent out at specific times after the contact has been added to the contact list You can also configure an autoresponder to be sent to only the contacts in the list that match the search criteria you specify Viewing Autoresponders Take the following steps to view details about an autoresponder you already created 1 Click Autoresponders in the navigation bar then click View autoresponders Figure 99 View Autoresponders Choose Contact List View Autoresponders Autoresponders are emails that you can set up to be sent automatically to contacts at different intervals after they subscribe Learn more about autoresponders Next gt gt Cancel Select a Contact List s Contact List Leads For Sales Team 3 active contacts 3 Autoresponders Leads From Trade Show Oct 2007 7 active contacts Newsletter Subscribers From Product Demo s 3 930 active contacts 3 Autoresponder Newsletter Subscribers From Website 0 active contacts Webcast Attendees Nov 2007 0 active contacts Next gt gt Cancel 2 This screen displays a list of co
166. omplete the form below to update the template Next gt gt Cancel Template Details Template Format HTML and Text z 4 2 Configure the template details e f you want to change the Template Name enter the new name e If you want to change the Template Format select the new format 3 Click Next The screen that displays is the same as Figure 185 Follow steps 6 to 10 Viewing Built In Email Templates Pinpointe has a wide variety of built in email templates designed for different uses To view the built in templates click Templates in the toolbar and select View built in templates Figure 187 View Built in Templates Built In Email Templates All available built in email templates are shown below To use a template simply select it when creating an email campaign Generic 1 Newsletter Generic 1 Promotion Generic 2 Newsletter Business Business Business Show Larger Preview Show Larger Preview Show Larger Preview Generic 3 Newsletter Generic 3 Promotion Generic 4 Newsletter Business Business Business z Ni YourCampany Company Name y YeurCampany ari ok en 9 wt tee ws e RE 2 eens amaian Show Larger Preview _Show Larger Preview Show Larger Preview Generic 2 Promotion Business Generic 4 Promotion Business _Show Larger Preview e To see a template in full screen mode click Show larger preview or click the template s thumbnail icon e T
167. on Use buttons to allow the user to submit send or reset clear the form in which they appear or to include the button s value in the form content 1 Click the Form functions button and select Insert Button Figure 124 Insert Button 9 Enter the required information and click on the OK button to insert a Button into your webpage Name Initial Value Type Submit X Style OK Cancel 2 Enter the button s Name 3 Enter the text that displays on the button in the Initial value field 4 Select the Type of button you want to create e Select Button to create a default button e Select Submit to create a button that sends the form in the manner you specified in the Insert form screen see Inserting a Form e Select Reset to create a button that returns the fields in the form to their default values blank or displaying their Initial values 5 If your document has styles defined you can select a Style to have the button display using the selected style 6 Click OK to save your changes and close the window Alternatively click Cancel to close the window without saving any changes Inserting a Checkbox Checkboxes fi allow users to select options in a form Use checkboxes when a user may enter multiple choices from a range of options Note Unlike radio buttons when multiple checkboxes in the same form have the same Name a user may select multiple checkboxes or none For this reason it is
168. on point Note This field displays only when you are inserting a new image Modify image Click this to save your changes to the image and return to the HTML editor Note This field displays only when you are editing an existing image in your document Cancel Click this to close this window and return to the HTML editor without saving your changes Creating and Editing Tables In HTML tables allow you to arrange information in horizontal rows and vertical columns e To insert a table access the HTML editor see Using the HTML Editor Place the insertion point where you want the table to appear then click the Table functions button 4 and select Insert table The Insert table screen displays see Inserting a Table e To edit a table access the HTML editor Select the table you want to edit then click the Table Functions button You can also resize tables and add rows and columns in the editing window See Using the Editing Window Inserting a Table Take the following steps to insert a table in a document 1 Inthe HTML editor click the Table functions button 4 and select Insert table The Insert table window displays Figure 117 Insert Table y Enter the required information and click on the OK button to insert a table into your webpage Rows Cell Padding A Columns Cell Spacing p Width Height Back id 3 A Border fi Align Style z 2 Enter the number of horizontal
169. one or more email campaigns select an option from the list and click Go to perform the selected action Select a box belonging to an email campaign before choosing an option from the Choose an action list Select the box at the top of the column to select all campaigns Email campaign This displays the name of the email campaign name List name This displays the name of the list with which this email campaign is associated This displays the date and time at which the campaign started sending Date finished This displays the date and time at which the campaign completed sending This displays the number of contacts to whom the email campaign was sent Unsubscribes This displays the number of contacts who subsequently unsubscribed from the contact list using the link in the email Bounces This displays the number of emails sent in this campaign which could not be delivered e Click View to see detailed statistics about the campaign See Viewing Detailed Email Campaign Statistics Click Export to save a campaign s statistics as a CSV Comma Separated Value file See Exporting Statistics Click Print to select the campaign s statistics you want to print view a preview of the printed document and send the print job to your printer See Printing Statistics Click Delete to remove a campaign s statistics from Pinpointe The statistics cannot be retrieved Viewing Detailed Email Campaign Statistics To vi
170. onfiguring Basic Form Settings 3 Design the thank you page the page that displays once contacts have successfully modified their details and the thank you email an email sent to contacts once they have been successfully modified their details See Designing a Thank You Page and Email 4 Design the error page a page that displays if an error occurs in the modification process See Designing an Error Page 5 Include a link to the form in your emails or autoresponders using the corresponding custom field When you are editing a template email or autoresponder click the Custom fields button Then select Modify details forms Select the name of the form from the list that displays Note You cannot add modify details forms to your website Use the custom field link to add them to your emails instead Creating or Editing a Send to Friend Form Figure 75 Example Send to Friend Form Your Name Your Email Address PaEmal Your Friends Name SS Your Friends Email Address a Hey I found this really interesting newsletter that I thought you might like to read for yourself Send to your friend Take the following steps to set up or edit a Send to friend form See the corresponding sections for information on how to complete each step 1 Click Forms in the navigation bar then Create a website form 2 Select Send to Friend in the Choose a form type field Configure the form design See Configuring Basic For
171. ontacts from within the selected lists below View all contacts within the selected segments below Select a Contact List s Contact List v All Lists 2 T Leads For Sales Team 3 active contacts T Leads From Trade Show Oct 2007 7 active contacts T Newsletter Subscribers From Product Demo s 3 930 active contacts T Newsletter Subscribers From Website 0 active contacts I s 0 active contacts I Webcast Attendees Nov 2007 0 active contacts Next gt gt Cancel 2 Choose one of the Search options e Select View specific contacts from within the selected lists below to search contact lists A list of contact lists displays below e Select View all contacts within the selected segments below to search segments A list of segments displays below 3 Select the Contact list s or Segment s you want to search below 4 Ifyou want to search for a contact list or segment enter the list or seqment s name inthe Type here to search field 5 Click Next Figure 39 Searching Contacts Filter and Show Fields Search for Contacts Search for contacts by entering search keywords and changing options in the form below Learn how to search contacts more efficiently by reading this article Next gt gt Cancel Filter by Basic Details Email Address Email Format Either Format i 2 Confirmation Status Both Confirmed and Unconfirmed bd v Activity Status Active z
172. ontacts to From those shown below Next gt gt Cancel Select a Contact List s Contact List Leads For Sales Team 4 active contacts Leads From Trade Show Oct 2007 7 active contacts Newsletter Subscribers From Product Demo s 3 932 active contacts Newsletter Subscribers From Website 0 active contacts Webcast Attendees Nov 2007 0 active contacts Next gt gt Cancel 2 Select the contact list or lists to which you want to import contacts in the Contact list field Figure 46 Define File Parameters Import Contacts from a File Choose the CS file From your computer by clicking the Browse button below You can also specify advanced options if required Learn more about importing here Next Cancel Import Details Mark as Confirmed Confirmed Format jm e e Overwrite Existing Details Yes overwrite existing contact details 7 Autoresponders Yes add contacts to autoresponders File Details Contains Headers I Yes this file contains headers Field Separator Field Enclosure Sy Import File e Upload a file From my computer 2M maximum amp Browse C Import a file from my web site Next Cancel 3 Inthe Import details section define how you want to import the contacts e If you intend to send confirmation emails to the contacts in the future as part of a double opt in procedure select Unconfirmed in the Mark as confirmed
173. osted on Pinpointe server and can be accessed over the Internet e Use the Links screen to upload files you want a recipient to access via a hyperlink See Creating and Editing Hyperlinks e Use the Images screen to upload images you want to embed in your email document See Inserting and Editing Images Table 34 Link and Images Screens Uploading Files and Images Upload File Enter the filepath of the file on your computer that you want to upload to Pinpointe server Alternatively use the Browse button to locate the file Browse Click this to locate a file you want to upload to Pinpointe server A File Upload window displays Locate the file and click Open Then click Go to upload the file Go Once you have selected a file to upload the filepath displays in the Upload File field click this to upload the file U pload more files Click this to see two more fields where you can upload more files Click each field s Browse button to select the Uploagniateimages file you want to upload Note The Upload more files button displays in the Links screen and the Upload more images button displays in the Images screen New folder Rename selected file folder Delete selected file folder Preview selected file Download selected file Toggle thumbnails Set image as background Click this to create a new folder for uploaded files on Pinpoint
174. our conn _ CompanyName Content Block Heading ng the small right Ey This is a block of te 3 a Sel for your email Hera you can place shi tent items such as event jotioes news items and Content Block Heading icon atthe top right This is a block of text for your email campaign Enter in your content here To create another block click on the Green icon at the top right This is the small right column block of text Source Preview Here you can place short iik text items such z Tags and Tabs HTML Tag lt BODY TABLE TBODY gt lt TR lt TD gt lt TABLE TBODY TR lt TD lt Hi gt lt STRONG gt Edit Source Preview Simple mode e Use Design Tools to control how text and images display import material create hyperlinks and a variety of other tasks See Using Design Tools for more information e Use the Editing Window to control text blocks and image placement and write your email s text content See Using the Editing Window for more information e Use Tags and Tabs to switch between the Editing Window the Source Window and the Preview Window and to show or hide the advanced Design Tools You can also see and select the HTML tags that relate to a selection in the WYSIWYG editor See Using Tags and Tabs for more information Using Design Tools The Design Tools allow you to edit every aspect of
175. pearance of text modify the form code bearing in mind the earlier warning against modifying other aspects of the form Figure 83 Edit Form in Your Web Development Application File Edit view Insert Modify Text Commands Site Window Help Winsert Common Layout Forms Data Spry Text Favorites a osle CSS Styles dateformat a dateformat a hover sbodyText pageName subHeader quote smallText navText E lt style gt Properties for bodyText color E 0099cc dana Ar Sign Up for Our Newsletter amp 2 Get all the latest travel deals sent straight to your inbox E Ahed gt Application gt Tag Inspector unnamed Stez localview REl tra ela Ste Unnamed Si Folder L B mm _arrow gif 1KB Opera I lt body gt lt table gt lt tr gt lt td gt lt table gt lt tr gt lt td bodyText gt lt p styleS gt B mm product 1KB Opera 7 f 1KB Opera v ST B mm spacer gi pera ropi BA Format Paragraph Style style5 z _css Biz y e Font Verdana Arial szef11 pieis gt Ml 006699 Test the page into which you placed the form in a web browser Figure 84 Pinpointe Subscription Form in a Web Page Sign up for travel dea 9 y I world without Borders Sign Up for Our Newsletter First Name Your email Get all the latest travel deals sent s
176. pened and bounced autoresponders You can also see the percentage of autoresponders that were opened Open stats Use this tab to see information about the number and percentage of autoresponders that were opened by their recipients You can also see the date on which an autoresponder was opened by an individual recipient and whether it was opened as HTML or plain text Link stats Use this tab to see information about the number and percentage of links in this autoresponder that were clicked by their recipients as well as the average number of clicks per autoresponder and the most popular link in this autoresponder You can also see which individual recipients clicked ona link and at what date and time Bounce stats Use this tab to see information about the number and percentage of undeliverable autoresponders as well as the number of hard bounces and soft bounces You can also see the type of bounce hard or soft for each bounced autoresponder the exact reason that the autoresponder was not delivered and the date and time at which the bounce occurred Note Hard bounces are autoresponders that were not delivered because of a permanent reason for instance the email account does not exist whereas soft bounces are autoresponders that were not delivered for a temporary reason for instance the recipient s inbox was full Unsubscribe stats Use this tab to see information about the number of contacts who have unsubscribed using a l
177. plate displays If you do not want to base this campaign on an existing template select No template in the Email template list 5 Click Next Figure 88 The Email Campaign Editor Create an Email Campaign Use the form below to create your email campaign You can also check your email for spam keywords and see how it looks in different email clients Save amp Keep Editing Save And Exit Cancel Email Campaign Details Email Subject HTML Content Text Content Email alidation Check Your Email for Spam Email Client Compatibility Miscellaneous Options Activate Email Campaign Archive Email Campaign Preview Your Email Campaign Send Preview from this Email Send Preview to this Email s O Eollow this quide for tips on improving your subject lines Create content using the WYSIWYG editor below Upload a file from my computer Import a file From a web site BAY BUT Size1 A od ay La Image 1 Custom Fields You are subscribed as emailaddress r Content Block Heading Sidebar Block Heading This is the small right column block of text Here you can place short text items such as event notices news items and other short notices To create another Small Block click on the areen icon on the top right hand This is a block of text for your email campaign Enter in your content here To create another block c
178. ponder based on an autoresponder you created previously use the Autoresponders gt View autoresponders screen to copy the template then edit the new template See Viewing Autoresponders To edit an autoresponder click its Edit link in the Autoresponders gt View autoresponders screen Take the following steps to create an autoresponder 1 Click Autoresponders in the navigation bar and select Create an autoresponder Figure 101 Create an Autoresponder Select a Contact List Create Autoresponder Creating an autoresponder is a multi step process Start by entering a name and choosing who should receive it and then click the Aext gt gt button Get help on autore Next gt gt Cancel Select a Contact List s Contact List Leads for Sales Team 3 active contacts 4 Autoresponders Leads from Trade Show Oct 2007 7 active contacts Newsletter Subscribers From Product Demo s 3 930 active contacts 3 Autoresponder Newsletter Subscribers From Website 0 active contacts Webcast Attendees Nov 2007 0 active contacts Next gt gt Cancel 2 Select the contact list for this autoresponder and click Next Figure 102 Create an Autoresponder Name and Search Create Autoresponder Creating an autoresponder is a multi step process Start by entering a name and choosing who should receive it and then click the Next gt gt button Get help on autoresponders here Next gt gt Cancel Autoresponder De
179. popular email clients Using the HTML Editor Pinpointe s built in HTML editor is an HTML design tool that allows you to easily create and modify your emails You can use the WYSIWYG editing tool work directly with HTML code and preview your email HTML Source Options In some instances of the HTML editor you have a choice of how to build the HTML document e If you want to use the built in WYSIWYG What You See Is What You Get editor in this page select Create content using the WYSIWYG editor below e If you want to use an HTML file on your computer select Upload a file from my computer Click the Browse button that displays A file upload window displays locate and select the file you want to use and click OK Click Upload The HTML editor screen updates to show the new file e If you want to use a file from a page on the Internet select Import a file from a web site and enter the full URL for example http www examplesite com examplepage html in the field that displays Click Import The HTML editor screen updates to show the new file HTML Editor Overview The HTML editor is divided into three sections Figure 110 HTML Editor Overview DE yam Kexe E theme oa BAY BUT EE SFSBSB2 Tla x DAL A mge A A Custom Fieds Defaut z Size1 Normal JA X 2 tf SOCB AY BRB Ur J ESENG F 2S uw KBaid Dire AA D ctos B Suet g Nerd A 9 CompanyName Type your company slogan here Type y
180. r contact list o oGLOBAL_Errors o o Go Back Ed HTML Tag lt BODY gt Edit Source Preview Insert a Custom Field Insert Unsubscribe Link Take the subscriber to an existing web site address Complete mode Save Cancel Table 24 Designing an Error Page Let me customize Select this option to design the error page in the WYSIWYG editor that what the page displays See Using the HTML Editor for information looks like Take the Select this option to redirect the user to another page on the Internet subscriber to an Enter the page s full URL in the field that displays for example existing website http www someite com somepage html address Save Click this to save the changes to your form and continue to the Add the form to your website screen Click this to return to the View website forms screen Adding a Form to Your Website Take the following steps to add a form you already created to your website 1 In your web development application for example Adobe Dreamweaver open the web page into which you want to add the form 2 In Pinpointe go to the Add the form to your website screen This screen displays after the Designing an error page screen Either create a new form or edit and existing form and click Next until you reach this page Figure 81 Adding a Form to Your Website Add the Form to Your Website The HTML to display your website form is shown below To
181. reate a custom email campaign 1 Click Email campaigns in the navigation bar and select Create an email campaign Figure 87 Create an Email Campaign Create an Email Campaign Type a name For your campaign and optionally choose a format and template below to get started Click Aext when you are ready to continue Next gt gt Cancel Email Campaign Details Email Campaign Name i o Email Campaign Format HTML and Text Recommended X c3 Email Template No Template r P ustom Email Templates No preview available FlowerArt iew Built In Email Templates Business Generic 1 Newsletter Generic 1 Promotion Generic 2 Newsletter Generic 2 Promotion Generic 3 Newsletter Show Larger Preview Next gt gt Cancel 2 Enter a new Email Campaign Name 3 Select the type of campaign you want to create e Select HTML and Text if you want emails to be sent with both HTML and plain text elements multipart Email clients that can display HTML messages use the HTML element and clients that cannot display HTML use the plain text element e Select Text if you want emails you send to be sent in plain text only e Select HTML if you want emails you send to be sent in HTML only If you select this option your emails will not display in email clients that cannot display HTML messages 4 Ifyou want to base this email campaign on an existing template select the template in the Email template list A preview of the tem
182. remove the template from Pinpointe Creating and Editing Custom Email Templates Pinpointe allows you to create custom email templates using the built in editor You can build a template from scratch edit an existing built in template or base your template on an HTML file you upload from your computer or a remote URL Note If you want to create a new template based on a custom template you created previously use the Templates gt Custom email templates screen to copy the template then edit the new template See Managing Custom Email Templates Creating a Custom Email Template Take the following steps to create a custom email template 1 Click Templates in the toolbar and select Create a custom template Figure 184 Templates Create a Custom Template Create a Custom Email Template Custom email templates can be used as the basis of any new email campaigns you create Learn more about them by reading this article Next gt gt Cancel New Template Details Template Name E i amp Template Format HTML and Text 2 Email Template iew Built In Email Templates No preview available Business Generic 1 Newsletter Generic 1 Promotion Generic 2 Newsletter Generic 2 Promotion Generic 3 Newsletter Generic 3 Promotion Generic 4 Newsletter Next gt gt Cancel Show Larger Preview 2 Enter a new Template Name 3 Select the type of template you want to create e Select HTML and Text if you want email
183. responder will be delivered to all recipients Figure 109 Check Your Email for Spam Check Your Email for Spam Please note The results below should be used as a guide only and do not guarantee that your email mal be delivered Your email will be checked against a list of known spam keywords The more keywords that are Found the higher your rating will be and the less likely it is that your contacts will receive your email Learn More The HTML version of your email does not break any spam rules g The text version of your email breaks the following spam rules Rule Broken Contains the word viagra eee Your email rated 1 6 out of a spam threshold of 5 This means there is a high chance your email will be delivered but this is not guaranteed 12 13 14 If either the HTML or text versions of your email break any rules take note of the offending text and edit the autoresponder to not include the term Click the gg icon to close the Check your email for spam window Check that your autoresponder displays correctly in a variety of common email clients Click View your email in different email programs The Email Validation screen displays in a new window see Validating an Email When you have finished close the window If you want to test the autoresponder by sending it to your own email address e Enter the email address from which you want to send the test email in the Send previ
184. rgin Text flows around the image The quick brown fox jumps over the A lazy dog The quick brown fox jumps over the lazy dog The quick brown fox jumps over the lazy dog The quick brown fox jumps over the lazy dog Style If your document has styles defined you can select a Style to have the image display using the selected style Enter a title for the image In most HTML viewers this displays when the recipient places the mouse pointer over the image However not all email clients support this Note If you want nothing to display when the recipient places the mouse pointer over the image leave this blank Reset properties Click this to return the image properties to their default values The image s Width and Height return to their full size values Any information in the following fields is deleted Alt text Border Horiz space Vert space Align Style and Title Edit image Click this to open the image in a new window and edit it using the Snipshot online image editing tool At the time of writing this tool allows you to Resize the image Crop the image Enhance the image Adjust the image s aspect ratio tilt horizontal angle exposure contrast saturation hue and sharpness Rotate the image Turn a color image to greyscale See www snipshot com for more information Note This field displays only when you are inserting a new image Insert image Click this to place the image into your document at the inserti
185. s if you want to send an email to contacts once they have you email successfully subscribed to the list Deselect this if you do not want to send such an email Email new contact Select this if you want to receive the information that a contact enters by details to you email Deselect this if you do not want to receive such emails Note You can use this feature to turn a website form into a contact form a contact can use it to send you information or queries directly Usually a contact who is already subscribed to a list and tries to subscribe again is directed to the error page see Designing an Error Page However since a contact may want to send information to you on more than one occasion contacts who complete a form with this feature configured directed to the thank you page and not the error page Advanced options Choose form This controls the text and background design of the form Select a design design from the list Click Preview this design to see how the form will look Note You need to configure a name for the form in the Name this form field and select a contact list and custom fields in the Choose contact lists section before you can preview the design Email campaign Select Allow contact to choose to let contacts who sign up using this format form choose whether to receive HTML or plain text emails Select HTML to send HTML emails to contacts who sign up using this form Select Text to send plain text email
186. s to contacts who sign up using this form Change format Select this to allow contacts to change the format of the emails they receive from HTML to text or from text to HTML Deselect this if you do not want to allow contacts to change the format of the emails they receive Note This field displays only when you select Modify details in the Choose a form type field Use CAPTCHA Select this if you want to use a CAPTCHA field in your form CAPTCHA form security security presents the user with an image of numerals and text arranged in a manner unreadable by machines The user must enter the numerals and text in a nearby field Use CAPTCHA if you want to prevent automated software signing up to your lists which could degrade service for real contacts and make the information in your contact lists unreliable Deselect this if you do not want to use CAPTCHA security Note CAPTCHA stands for Completely Automated Public Turing test to tell Computers and Humans Apart A Turing test named after mathematician and cryptographer Alan Turing is a test intended to differentiate between an intelligent agent such as a human and an unintelligent agent such as a piece of pre programmed software Ideally only intelligent agents can pass a Turing test Choose contact lists Contact Select the contact lists you want to associate with this form lists custom fields If you selected Subscription in the Choose a form type field contacts ar
187. s you send using this template to be sent with both HTML and plain text elements multipart Email clients that can display HTML messages use the HTML element and clients that cannot display HTML use the plain text element e Select Text if you want emails you send using this template to be sent in plain text only e Select HTML if you want emails you send using this template to be sent in HTML only If you select this option your emails will not display in email clients that cannot display HTML messages 4 Ifyou want to base this email template on an existing template select the template in the Email template list A preview of the template displays If you do not want to base this email template on an existing template select No template in the Email template list 5 Click Next Figure 185 The Template Editor Create a Custom Email Template Custom email templates can be used as the basis of any new email campaigns you create Learn more about them by reading this article Save Save And Exit Cancel Template Details HTML Content Create content using the WYSIWYG editor below Upload a file From my computer Import a file from a web site Theme 5 B aay Bu Default z Sizet gt A Y i image d Custom Fields CompanyNam mpany slogan here You are subscribed as e Peru Content Block Heading be Sidebar Block This is a block of text Heading for your email This is the small right campaig
188. s you to view and manage all email campaigns you have created in the past whether you already sent them or not You can e Create an email campaign build anew email campaign See Creating and Editing Email Campaigns e Delete remove the campaign or campaigns from Pinpointe The campaign cannot be retrieved e Archive turn on automatic archiving of the campaign on Pinpointe s server e Unarchive turn off automatic archiving of the campaign on Pinpointe s server e Activate allow the campaign to be sent give your permission e Deactivate forbid the campaign from being sent deny your permission You can also view send edit copy and delete email campaigns Figure 86 Viewing Email Campaigns View Email Campaigns Email campaigns are messages that are sent to your contacts Use email campaigns to send newsletters promotions or notification emails Create an Email Campaign choose an action z Go Results per page 110 Pages Page 1 of 1 Back 1 Next D Name amp Subject Created amp Last Sent EmailFormat Active Archive Action Copy of Monthly Newsletter Oc It s Wedding Season So Get Ready 21 Nov 2007 Not Sent HTML and Text vd view Send Edit Copy Delete J Buy Now and Save 20 Buy Now and Save 20 20 Nov 2007 Not Sent HTML and Text view Send Edit Copy Delete Trade Show Follow Up Did you like our trade show last 20 Nov 2007 21 Noy 2007 HTML view Send Edit Copy Delete
189. selected list The screen that displays is the same as the Contacts gt Add a contact gt Next screen e Click Edit to configure the contact list The screen that displays is the same as the Create a contact list screen See Creating and Editing Contact Lists e Click Copy to create a new copy of the contact list The new list displays with Copy of appended to the original name e Click Delete to remove the contact list from Pinpointe Viewing Contact List Contacts To view a list of the contacts belonging to a contact list click Contact lists in the navigation bar select View contact lists and then click the View contacts link next to a contact list You can Add a new contact add a contact to the contact list Delete selected contact s remove the selected contacts from Pinpointe Update contacts to receive text campaigns change the status of selected contacts allowing them to receive emails in text format Update contacts to receive HTML campaigns change the status of selected contacts allowing them to receive emails in HTML format Update contacts status to confirmed confirmed contacts are those who have replied to a confirmation request email Use this to change the selected contact or contacts to confirmed status Update contacts status to unconfirmed unconfirmed contacts are those who have not yet replied to a confirmation request email Use this to change the selected contact or contacts to unconfirmed stat
190. send out emails right away see Getting Started Pinpointe Overview Here s an overview of how Pinpointe works The figure below shows how Pinpointe s most important components interact The rest of this chapter describes the components in this figure Figure 1 Pinpointe Overview EMAIL _ _ _ G SOFTWARE m A SERVER BOUNCED EMAIL CONTACT S 4 4 EMAIL SERVER CONTACT Contacts Contacts are the people about whom you store information in Pinpointe These are the people to whom you send emails Contact lists Pinpointe stores all of your contacts in contact lists You can have multiple contacts lists and you can configure each contact list to work in a different way For example you can configure one contact list to send out automatic emails to its members every month and configure another list to take no automatic action You can also configure information differently for each contact list such as the from address of the emails you send out and your company name Manual Input CSV Files and Website Forms There are three ways to add contacts to a contact list by inputting them manually one by one by uploading a CSV Comma Separated Value file with information on multiple contacts or by having contacts fill out a form on your website Note You can output a CSV file from many database and spreadsheet applications Microsoft Excel for example When you uplo
191. site form 2 Select multiple contact lists in the Contact lists custom fields section 3 Ensure that the List choices field appears in the Change field order drag amp drop section See Creating and Editing Forms
192. splays if the email campaign may be sent A icon displays if the email campaign may not be sent Archive A icon displays if the email campaign is automatically archived on Pinpointe server A 9 icon displays if the email campaign is not automatically archived on Pinpointe server Action Click View to see a full screen preview of the email campaign Click Send to select a contact list and send the campaign to the contacts in the list The screens that display are similar to the Send an email campaign screens see Sending Email Campaigns Click Edit to update the campaign The screens that display are similar to the Create an email campaign screens see Creating and Editing Email Campaigns Click Copy to create a new copy of the campaign The new campaign displays with Copy of appended to the original name Click Delete to remove the campaign from Pinpointe Creating and Editing Email Campaigns Pinpointe s email campaigns are usually based on templates see Using Templates You can take atemplate and customize it for use in your campaign replacing its text with your own adding or removing sections and images and modifying its formatting if required Alternatively you can create a new email campaign without using a template If you choose to do this you can build the campaign yourself using the text or HTML editor or import an HTML file from your computer or a web page Take the following steps to c
193. ss This is used when you add the 3 companyphones variable in your emails to this list Note Configure this field and use the 3 companyphone variable in your emails to adhere to the CAN SPAM act 3 Click Save to save your changes Alternatively click Cancel to return to the View contact lists screen without saving any changes Processing Bounced Emails Bounced email processing clears your contact lists of invalid emails see Bounced Emails If you use automatic bounced email processing you do not need to perform manual bounced email processing Creating Editing and Viewing Segments Click Contact lists in the navigation bar then click View segments Figure 19 Viewing Segments View Segments 4 segment is a filtered view for one or more of your contact lists You can view contacts by segments and even send campaigns to a specific segment Create a Segment choose an action z Go Results per page 10 i Pages Page 1 of 1 Back 1 Next Oo Segment Name amp Created amp Contacts Action 2 All subscribers that contain com in their email address 29 May 2008 5013 View Contacts Edit Copy Delete e Newsletter Subscribers from Product Demos that subscribed after 14 5 2008 29 May 2008 5000 View Contacts Edit Copy Delete r r O gS Registerd Web Cast Attendees in New York and Chicago 29 May 2008 0 View Contacts Edit Copy Delete O Registered Attendees for Webcast 29 May 2008 0 View Conta
194. ssion lists contain email addresses to which emails are not sent even though the address remains on the contact list Click this to see a menu that allows you to view create and send email campaigns and view scheduled emails Note Scheduled emails are emails you have configured Pinpointe to send out at a particular point in the future Click this to see a menu that allows you to create view and edit autoresponders Note Autoresponders are emails that are sent out automatically after they are triggered by a specific event for example as soon as a contact joins your list Click this to see a menu that lets you create view and edit subscription form custom fields Note By default subscription forms contain only Email Address and Contact Format plain text or HTML fields Custom fields help you gather more information about your contacts when they join your list Forms Click this to see a menu that lets you create view and edit website forms Note You can create forms for your website that let contacts subscribe unsubscribe modify their details or send information to a friend Click this to see a menu that lets you view statistics about your email campaigns autoresponders contact lists and user accounts I THE NAVIGATION BAR This section contains the following chapters Using Contact Lists Using Custom Fields Using Contacts Using Forms Using Email Campaigns Using Autoresponders Editing HTML and
195. st entries navigation tools display Figure 6 Navigating Lists Results per page 10 Pages Page 1 of 502 Back 1 213 4 5 Next 2 Table 1 Navigating Lists Results per page Select the number of list entries to display in each page Click this to go to the first page in the list Back Click this to move backward one page in the list 12 Fee Click this to go to the numbered page in the list Next Click this to move forward one page in the list gt gt Click this to go to the last page in the list The Toolbar The toolbar displays in every screen Figure 7 The Toolbar Templates v User Accounts Tools w Settings Logout Help foal tins tem T GMT 5 00 Use the toolbar to perform tasks related to Pinpointe s system and management Table 2 The Toolbar Home Click this to return to the Home page where you can see your contact activity for the last seven days and use the Getting Started tool Note The Getting Started tool walks you through the basic configuration steps you need to take to set up Pinpointe and start sending email campaigns Templates Click this to view built in email templates or to create or configure your own custom email templates Note Templates control the appearance of the emails you send User Accounts Click this to go to the User Accounts screen where you can create delete and manage user accounts Note When you create new users you can specify the features
196. stics Note This screen displays information about only the campaigns you have already sent out This screen shows an overview of your email campaigns and some basic statistics about each You can e View a campaign s detailed statistics These include statistics about the number of opened emails links bounced emails unsubscribed contacts and forwarded emails e Export a campaign s statistics to a CSV Comma Separated Value file e Print a campaign s statistics e Delete a campaign s statistics from Pinpointe The statistics cannot be retrieved Figure 150 Viewing Email Campaign Statistics Email Campaign Statistics Email campaign statistics allow you to view detailed open unsubscribe and bounce rates see how many subscribers clicked on a link if enabled etc Choose an action i Go Results per page 110 Z pages Page 1 of 1 Back 1 Next T Email Campaign Name List Name amp Date Started Date Finished Recipients Unsubscribes Bounces Action Leads from Trade November 21 2007 November 21 2007 8 z ade Show Follow U Hla Trade show Folow Up Sro Oct 2007 3 14 am 3 14 am 1 1 View Export Print Delete Newsletter Introducing Our Latest Subscribers From November 192007 November 19 2007 So 3 2 t Delet Product Product Demo s amp 9 09 am 9 14 am sood Mise Export Pring peleta Table 37 Viewing Email Campaign Statistics Choose an action Select
197. stom Fields om Website Custom Fields gt Webcast Attendees Nov 2007 Custom Fields The General custom fields that display are standard fields built into Pinpointe General custom fields relating to your company are specific to each contact list For example you can specify different contact phone numbers for different contact lists Define these fields in the Contact lists gt Create a contact list screen or the Contact lists gt View contact lists gt Edit screen for each contact list The other custom fields that display are those you created yourself and are arranged by the contact list with which they are associated Click a contact list name to see the fields with which it is associated If a custom field is associated with more than one contact list it appears in both lists The following table describes the built in General custom fields Table 36 General Custom Fields 2 sslistname The name of the contact list to which the contact belongs Contact list name Unsubscribe link unsubscribelink A hyperlink recipients can click to remove themselves from the contact list Contact s email ssemailaddress The email address to which the email is address sent Email ssconfirmlinks A hyperlink recipients can click to confirm confirmation link that they want to receive your emails Subscribe date l e The date on which the contact was added to the contact list Link to web i A hyperlink recipients
198. t Email suppression list screen to suppress single email addresses or domains Take the following steps to suppress an email address or a domain 1 Click Contacts in the navigation bar then click Suppress an email or domain Figure 66 Suppress an Email or Domain Select Contact List Add Emails Domains to Suppression List Email addresses Suppression Email Domain Details I Want to Suppress Contacts from Global Suppression All Lists x Emails or Domains to Suppress Twant to type the email addresses domains to suppress into a text box want to upload a file that contains the email addresses domains to suppress Save Cancel 2 Select the contact list from which you want this address or domain to be barred in the I want to suppress contacts from list To bar an address or domain from all contact lists select Global suppression 3 Define the addresses or domains you want to suppress Note To suppress a domain enter it in the following format domain tld where domain is the domain you want to suppress and tld is the top level domain com for example So to suppress all email addresses belonging to www yahoo co uk for example enter yahoo co uk e To enter the email addresses or domains manually select want to type the email addresses domains to suppress into a text box Enter the addresses or domains in the field that displays Figur
199. t is sent to the recipient in plain text e If your recipient s email client cannot display HTML emails the text element is all the recipients see e If you selected Text in the screen where you define your document the text element is all the recipients see even if their email clients are capable of displaying HTML emails e If you selected HTML in the screen where you define your document the text editor does not display Select HTML and text or Text instead There are two basic ways of using plain text emails 1 You can use a plain text email to send the full text of your email You can do this whether or not you also send an HTML element If you also send an HTML element the main text should be the same in both elements since a recipient will see only one element and not the other 2 When you want to send multipart emails those with both HTML and plain text elements you can also use the plain text element to inform recipients whose email clients cannot display HTML emails of this fact and to redirect them to the web based version of the HTML email Note Most built in templates are multipart Creating a Plain Text Email Take the following steps to build a plain text document 1 Inthe editor scroll down to the Text content section Figure 147 Create a Custom Document Text Content Text Content Type text into the text box below C Upload a file From my computer Import a file from a web site Your email cl
200. tails Name this Autoresponder Search Options This Autoresponder Should Go to s of confirmed ch criteria below Next gt gt Cancel 3 Enter a name for the autoresponder in the Name this autoresponder field 4 Ifyou want to send this autoresponder to all contacts who sign up and subsequently confirm that they want to receive emails select All contacts in my list with a status of confirmed Alternatively you can send this autoresponder to certain contacts only Select Only contacts who match my search criteria below The following fields display Figure 103 Autoresponder Filter Options Filter by Basic Details Fill in the fields below to filter contacts You don t have to fill in all fields only the ones you want to filter on Learn more about Filtering contacts Match Email Q Match Format Either Format amp Match Confirmed Status Confirmed 9 Clicked On Link 7 Yes filter by link Opened Email Campaign i Yes filter by opened email campaign Filter by Custom Fields First Name o Configure the Filter by basic details fields e If you want to send this autoresponder only to contacts with a certain type of email address for example all contacts at hotmail com enter all or part of the email address in the Email address field e If you want to send this autoresponder only to contacts configured to receive HTML or Text emails only select th
201. te server in their default web browser This option uses the webversion variable Unsubscribe Link Use this link to allow users to remove their email addresses from the contact list This option uses the unsubscribelink variable Specifying Window Type If you want to specify the type of window in which the link opens select an option in the Target Window field The HTML code displays in the field to the left Table 33 The Link Screen Target Window Options None No HTML Select this if you do not want to specify the type of window in which the link opens Same frame _self Select this to have the link open in the same window as the original email If the original email uses frames the new file opens in the same frame as the link Whole page Select this to have the link open in the whole page of the original email If the original email uses frames the new file removes the frames New window Select this to have the link open in a new browser window Parent frame _parent Select this to have the link open in the parent frameset Use this option when the original email uses multiple framesets Uploading Files and Images to Pinpointe Server If you want to link to or embed a file that is not already available on the Internet such as an image or another HTML file on your computer use the file list on the left of the Links or Images screen When you upload a file from your computer to this list it is automatically h
202. templates contact lists and so on to which each user has access Tools Click this and select System Information to see information about your server s configuration Settings Click this to go to the Settings screen where you can view and change global systems email and database settings Logout Click this to log out of Pinpointe You will need your user name and password to log back in Help Click this to go to the online knowledge base where you can read help articles on all of Pinpointe s features The Navigation Bar The navigation bar displays in every screen Figure 8 The Navigation Bar Use the navigation bar to go to screens where you can create configure and manage your email campaigns Table 3 The Navigation Bar Contact Lists Contacts Email Campaigns Autoresponder s Custom Fields Click this to see a menu that lets you manage contact lists bounced emails and contact list segments Note Bounced emails are emails you sent that could not be delivered Note Segments are groups of contact list entries that share a particular feature for example entries with com in the address Click this to see a menu that lets you manage contacts manually upload or download a file of contacts and manage suppression lists Note Pinpointe uses CSV Comma Separated Value files to upload contacts Many common applications such as Microsoft Outlook and Excel can export CSV files Note Suppre
203. to import a file that is already on Pinpointe server select Import a file from my web site and select the file Note Upload the file to the server s Admin Import folder first 7 Click Next Figure 47 Define Field Mapping Import Contacts The fields from your CS file are shown below on the left Choose which contact details they correspond to by selecting them from the list on the right Next gt Cancel Link Import Fields Email Address Maps to Email Address i 2 Email Format Maps to 2 Confirmed Maps to confirmed wy aaa er Date mmjdd Maps Subscribe Date mmiddiyyyy z Y First Name Maps to oe e Location Maps to oe e Y Next Cancel 8 This screen allows you to map the fields in the imported file with fields in Pinpointe s contact list The text on the left of the screen displays the fields in the imported file Select the contact list field to which each field should map 9 Click Next Figure 48 Start Importing Contacts Import Contacts Click the button below to start importing your contacts Please do not close your browser or navigate away from this page while your contacts are being imported Start Importing 10 Click Start importing Figure 49 Import In Progress Import In Progress Please wait while we attempt to import the 9 contact record s 6 contacts have been imported so far O contacts have been updated so far 0 duplicate
204. tom Fields View and edit existing custom fields which Home you ve already created c4 Create a Custom Field Custom fields store contact details such as name or phone number ij Contact Activity for the Last 7 Days alh Stats es Custom Fields Overview Custom fields are placeholder variables that you can use to include contact specific or contact list specific information in your emails These variables can be used to represent three types of information e Information stored in Pinpointe about you and your company and those of other users This type of information is specific to each contact list See Using Contact Lists for more information on the fields and Inserting Custom Fields for information on inserting the fields into your emails e Links to functions of Pinpointe These include links that allow users to confirm that they want to receive emails to stop receiving emails to see a version of the email stored on the Internet or to see an archive of all emails sent to the relevant list See Inserting Custom Fields for information on inserting the fields into your emails Information stored in Pinpointe about a contact name email address country and so on Before you can use contact specific information you must first include it in your contact list This means defining the custom fields if they do not already exist in Pinpointe and then associating them with a contact list If you want to pop
205. traight to your inbox address eE Preferred Format COATES E Newsletter Subscribers From Website E Webcast Attendees Nov 2007 Bice X 48h8v code shown 7 With access to the Internet test the form e Make sure that you are able to sign up to the list and that the correct confirmation or thank you screen displays by entering the required information using an email address to which you have access If you chose double opt in confirmation test that the link in the email you receive works correctly e When you attempt to sign up to the list but do not include a required field a warning should display Make sure that required fields are actually required by attempting to sign up without entering one of the required fields Repeat the test for all required fields Force an error by entering an incorrect CAPTCHA security code for example to ensure that the error page displays correctly 8 When you are happy with the form s appearance and operation upload the page to your website Using Email Campaigns This chapter describes the Email campaigns menu in the navigation bar Figure 85 The Email Campaigns Menu View Email Campaigns View or edit your existing email Home campaigns Create an Email Campaign Create a new email campaign which you can then send to contacts lh Contact Activity for the Last 7 Day end an Email Campaign Send an existing email campaign to your cont
206. ts unsubscribing Forwarding stats Use this tab to see information about the number of contacts who have forwarded this email campaign to their friends Viewing Autoresponder Statistics To view statistics about autoresponders click Statistics in the navigation bar then click Autoresponder statistics This screen shows an overview of your autoresponders and some basic statistics about each You can e View an autoresponder s detailed statistics These include statistics about the number of autoresponders sent out and opened links bounced autoresponders unsubscribed contacts and forwarded autoresponders e Print an autoresponder s statistics e Delete an autoresponder s statistics from Pinpointe The statistics cannot be retrieved Figure 152 Viewing Autoresponder Statistics Autoresponder Statistics Use autoresponder statistics to see which autoresponders are being sent how many people are opening them and trends of those receiving them Choose an action z Go Results per page 10 Pages Page 1 of 1 Back 1 Next Name this Autoresponder amp Contact List amp Sent s Recipients Unsubscribes Bounces Action 144 hours a Third Follow Up Leads for Sales Team after signup 1 0 View Print Delet Newsletter Subscribers From Immediately Product Demo s after signup 430 view dih Thanks for Trying Our Product Demo 24 hours dh Second Follow Up Leads for Sales Team mi after signup
207. ulate your contact list using a website form which your contacts fill in you also need to include the field in your form Note If you intend to use a custom field in your emails and populate your contact list using a website form it is strongly recommended that you make the custom field mandatory in the form This will avoid leaving gaps in the text of emails you subsequently send out Use the Custom fields menu in the navigation bar to view and define custom fields for contact specific information Viewing and Managing Custom Fields To view an existing custom fields you already created click Custom fields in the navigation bar then click View custom fields This screen allows you to view and manage all the custom fields configured in Pinpointe You can create edit and delete custom fields in this screen Figure 25 Viewing Custom Fields View Custom Fields Custom fields allows you to collect and store more information that just a contact s email address such as their name country etc Learn about custom fields here Create a Custom Field Delete Selected Results per page 10 x Pages Page 1 of 1 Back 1 Next a Custom Field Created amp Type Mandatory Action gt example field 06 Oct 2008 Text Field Yes Edit Delete gt First Name 20 Nov 2007 Text Field Yes Edit Delete Location 20 Nov 2007 Pick List Edit Delete A Registered 20 Nov 2007 Radio Buttons Edit Delete
208. us You can also view edit and delete contacts Figure 11 Viewing Contact List Members View Leads for Sales Team Advanced 4 contact is a person that has been added or has subscribed to your contact list Your existing contacts are shown below You have 5 contacts in your mailing list They are shown below Add a contact to my list Choose anaction H o Results per page 10 Pages Page 1 of 1 Back 1 Next D Email Address amp Date Added Email Format amp Activity Status amp Confirmed E e email 5001 domain com 20 Nov 2007 HTML Active Confirmed El email 5002 domain com 20 Nov 2007 HTML Active Confirmed O eS email S003 domain com 20 Nov 2007 HTML Active Confirmed e email 5004 domain com 20 Nov 2007 HTML Unsubscribed Confirmed TB email 5005 domain com 20 Nov 2007 HTML Unsubscribed Confirmed Table 5 Viewing Contact List Members This displays the contact list name Click the triangular icon to view Contact lists or Segments Figure 12 Contact List and Segment Menu v fe Contact Lists view All Search Leads for Sales Team Leads from Trade Show Oct 2007 Newsletter Subscribers From Product Demo s Newsletter Subscribers From Website Webcast Attendees Nov 2007 4 Segments View All All subscribers that contain com in their email Newsletter Subscribers from Product Demos that subs Registerd Web Cast Attendees in New York and Chicago Register
209. ustom templates Template Name This displays the name you gave to the template Click Edit to change the name An identification id number displays next to the name indicating the order in which the templates were created This displays the date you created the template Email Format e Text displays if emails using this template are sent in plain text only e HTML displays if emails using this template are sent in HTML only e HTML and Text displays if emails using this template are sent in multipart form Note Multipart emails have both an HTML element and a plain text element Plain text displays if a user s email client cannot display HTML Active A tick displays if the template is available to be used for a new email campaign or autoresponder A cross displays if the template is not available to be used for a new email campaign or autoresponder Global A tick displays if all users can use the template A cross 9 displays if only the users you allow to may use the template Action Click View to see a full screen version of the template Click Edit to update the template The screens that display are similar to the Create a Custom Email Template screens see Creating and Editing Custom Email Templates Click Copy to create a new copy of the template The new template displays with Copy of appended to the original name and the id incremented to the next available number Click Delete to
210. utoresponders in the last seven days e Unconfirmed contacts are people who have been added to one of your contact lists but have not yet confirmed that they want to receive emails Confirmed contacts are people who have confirmed that they want to receive emails by clicking a link in a confirmation email You can also confirm contacts yourself Unsubscribes are people who have removed themselves from one of your lists Bounces are emails that could not be delivered Forwards are emails you sent that have subsequently been forwarded by a contact to someone else using a form you can add to the email would like to This section displays links to some common tasks Note If this section does not display click Switch to quick links Getting Started This section displays a list of tasks that you can take to start sending emails with Pinpointe quickly and easily Starting at the top of the list click the links and follow the instructions Note If this screen does not display click Switch to getting started links Version check This section displays the version number of Pinpointe you are using and lets you know if a more recent version is available Popular help articles This section displays links to some useful articles answering common questions about Pinpointe Did you know This section displays a useful tip about using Pinpointe or fine tuning your emails Note Reload the screen to see a new tip Using Templates
211. want to edit then click the Insert or modify an image button You can also resize drag and drop images in the editing window See Using the Editing Window Note Pinpointe allows you to use the following image types in your document bitmap bmp graphics interchange format gif JPEG jpg portable network graphics png tagged image file format tif or tiff Figure 116 The Images Screen lt lt Images Upload File External Image Browse Go http Load Upload more images S b iQ a Ee Border e Vert Space Images in your documents must be uploaded to Pinpointe server or available elsewhere on the Internet Use the fields on the left side of this screen to upload images to Pinpointe server and configure the server s file structure See Uploading Files and Images to Pinpointe Server for information on these fields The following table discusses the fields on the right side of this screen Table 35 The Images Screen External image If the image you want to insert is available on the Internet but not on Pinpointe server enter the full URL here http www examplesite com exampleimage jpg for instance Enter an image s URL in the External image field and click this to display the image in the image field below View preview in new This icon displays once you have selected an image from Pinpointe window

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