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WhatCounts User Guide v3 5

1. a Code Enter a short yet descriptive code to be used to identify the URL in the PowerURL b Group Campaign Enter a description that will help you identify how or where the PowerURL will be used such as the name of the email campaign in which it will appear c Active Select to activate the PowerURL and collect click through data If the PowerURL is not active no click through data will be tracked and any clicks will be routed to the Error Page d URL Enter the URL to be tracked e Error Page Enter a URL for a page to redirect to when the PowerURL is inactive or some other error occurs 3 If you would like to create multiple links to the same URL a Select Create Multiple Entries b Enter the total number of PowerURLs to create where the maximum is 100 entries c Enter the number at which to start the sequence This will append a number to the end of the code to differentiate each related PowerURL 4 Click Create to save the PowerURL or click Cancel to cancel and return to the PowerURLs list page 40 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Editing and Deleting a PowerURL To access the PowerURL settings 1 Go to Content gt PowerURLs to view the list of Pow
2. To edit an article select it from the article list You ll see a screen that looks the same as the one you saw when you first created the article This time however the action button will be labeled Update There s more to an article than what you see through the default create or update screens When you re at the article list click on the Switch to Advanced mode link and then select one of your articles This time several previously hidden fields will be revealed allowing you to store more information The Edit Article page allows you to set the following parameters in advanced mode Field Definition Article Name Textbox to define the name of the Article Title Textbox to define the title of the Article Description Textbox to describe the Article in the Articles list Deck Textbox to define a sub title or blurb for the Article Callout Textbox to define a summary for the Article 46 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Body Textbox to define the main content of the Article Author Name Textbox to define the author s name Author Email Textbox to define the author s email address Author Bio Textbox to provide more information about the author Folder Listbox to s
3. Select this option if you have created a template in a parent realm and you would like the template to be accessible in your child realms 14 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Importing Content If you have content already created in a txt or HTML file use the Template Import tool by clicking Import import This will display the Template Import dialog To import content from the web Select the URL option 2 Enter in a fully qualified URL in the URL textbox For example http www domain com file html 3 If your HTML document contains relative URLs select Fix relative URLs The WhatCounts import engine will attempt to replace any relative URLs in your document with fully qualified URLs 4 Select a formatting option beneath Import into For example if you are importing HTML select HTML 5 Click Import to import the contents of the file into the Template textbox for the Template You can also click Cancel to cancel the import and return to the Template Relative URLs are shortened and do not contain either full folder or protocol information such as images wc logo fp gif A fully qualified URL contains complete folder and protocol information such as IMEI S
4. Viewing Blog Statistics The Blog feature provides graphs of statistics related to your Blog This includes the total visits the top referrers the top domains of visitors the number of hits through RSS feeds and information about click throughs To view the Blog statistics 109 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re 1 Goto CONTENT gt BLOGS gt VIEW 2 In the row of the Blog you wish to view click the button from the Stats column This will display the Blog Statistics page Quick Guide Lists Content Subscribers Segmentation Research Customer Center Blog Statistics Blog System Status View Configure Post New Entry Template System Information Created Date 02 22 05 10 04 AM Most Recent Entry 04 20 05 12 15 AM Download raw data of this blog Top Referrers Top Domains RSS Click Throughs Last 24 Hours Last 7 Days Last 2 Weeks Last Month 12 5 0 12 00 PM 6 00 PM 4 20 05 6 00 AM 12 00 PM Total Visits in this period 37 Average per hour in this period 1 Figure 56 Blog Statistics page The top of the Blog Statistics page displays some basic information about the blog The name of the blog is followed by several links e View displays t
5. Detailed Click through Tracking sisctnnavenstexdactvnunacensesnens cn vinudesndssabianaeisenenreter tenes DOUTICCS praean E O E eid ennedonavatomiedooaane TOP DOMAINS sicctiecescancsa ite aacpce AAEE a E COMDAT e E AAA EREE teenies eeeceeeceoaerseena AP CAIVG VION T ee aE EE E EE O E EE EEE EO EEE FE URES orriaren E E E E EG RODO N Z E EEEE EEEE A EEEE ANETE EEO EENE IAEE EEE EEE EAE WV Zaye NA A EE A AE E A E E ceee nasi OY WIRES E AEE EAE A AE EE AAIE E E AAAA AE ATA A AEAN Accessing and Editing Friendly URLs Manually sssassssssssnsnsnensnnensrrnrnnsrrnrererrsrnns Creating Friendly URL Patterns wieiacimssacawecenescatc scenes eandiasentanteianedeuameneneetauetacens Repor ng With Friendly URLS cawutaweunaccuntewtatanuspacenee ena ud enunnacennesneniemmwesesouenreartanes FE EC T EA A E AAE AE EAE a TOV E A EE A E E a TOUR OWI HISCOTY serron nnna EEA AEA EAEE ENST Create New USef asssssnnnsnnssnnnnrrnnnnsnnrrrrnnnnnrnrrrrnnnnrrrrrrnnnnrrrrrrnnnnanrrrrnnnnnrrrrrnnanannn 13 Advanced TOBICS cenit OO Using Get and Smartget to Pull External Content ccccccssccsnecccseunecenesenteneneesensaees 14 Appendix A Tags and ElementsS sss2 LOD Subscriber Information AGS sndcraptccacstccusactaesecsuedannrasanetacansascutintantscautensoriecaeetenneasn CUSTOM TOS ranerne age ese te tone seen eee ses eee eae eee se ened E cece E se EEEE SUPS TOT ACTON aC GS errar prir NEEE EEE NE AE PEC
6. Examples S scacheget timeout 300 amp url http www yahoo com In this example we re setting the cache timeout to 5 minutes 300 seconds is 5 minutes and the URL content to http www yahoo com S scacheget wrap 65 url http yoursite com info txt In this example we re setting the URL to point to a document named info txt on the website yoursite com and then telling the command to wrap the content it obtains at approximately 65 characters per line This feature is most useful for plain text You can set any value for line wrapping but lines are broken wrapped only on word boundaries moo Sscacheget fix relative 1 amp url http www yahoo com In this example we re telling the command to fix any relative URLs within the content it pulls A relative URL is one that does not contain complete directory information i e lt a href info txt gt and will not work within email So fixing them by appending host names is important S scacheget url http mysite com adst3FzipS3D SzZip 3 In this example we re telling the command to pull content from the URL http mysite com via a program named ads We re also passing in the zip code of the recipient so that the program can deliver personalized or targeted content Note the presence of 3F in the URL This is actually how a question mark is represented when specially coded so as not to interfere with other del
7. Text Textbox to define the description of a low ranking preference if Ranking Matrix Table is selected The default text is lt lt least Ranking most Text Textbox to define the description of a high ranking preference if Ranking Matrix Table is selected The default text is most gt gt Options Answers Textbox to define the Options or answers associated with the Question This textbox appears when a Question is first created and is replaced by an Option management list once at least one Option has been defined Copying a Question You can copy a Question along with its related Options to another Survey however next page definitions will not be carried over This will create a new Page containing the Question and Options in the destination Survey 93 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re To copy a Question to another Survey select the Survey from the Copy Question to Survey listbox and then click Copy When the copy is complete the Survey to which the Question was copied will display the Survey page Option Management List The Survey Question page lists the Options defined for the Question You can go directly to an Option by clicking the link to each in the list You c
8. e Tracking Options to track click throughs and trackbacks e Merging Rules to merge content e Media List of available media files 102 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re General The General tab allows you to specify basic Blog information such as the description and how the blog is displayed General Comments Access Security Tracking Merging Media Description Template Public air template x Date Format Image URL some templates utilize the tag bblog pictures which will be set vith any URL you specify here Workflow T Approval required before entries are published send to Figure 48 Edit Blog General Tab Description This field allows you to define the purpose of the blog It can be displayed in your Blog using the Ssblog description tag Template The Template listbox will list all default system templates public templates created in other realms and any templates created in the current realm To see an example of a template select it and then click the Preview link or button You can also add a new template or edit an existing template by clicking the Edit Add Template link Date Format You can define the way you would like the dates to
9. Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Accessing Blogs Blogs are accessed from the WhatCounts Content menu To access the Blogs go to CONTENT gt BLOGS gt VIEW This will open the Blogs page Quick Guide Content EET E Segmentation Research Customer Center Templates Articles a Post New Entry Polls view Surveys Templates Power URLs Advanced Tracking Exclusions Calendar File Manager Media Manager Figure 45 Access the Blogs Menu The Blogs page displays a list of the existing Blogs It is the starting point to create a new Blog as well as to view or edit existing Blogs Quick Guide Lists Content Subscribers Segmentation Research Customer Center Post New Entry Add new blog Most Recent Blog Name Entry Entries Commenters Comments Visible Private Stats View FAQs 03 09 05 8 05 AM 1 o T oe H My Blog SERER 2 o YY ASO Post New Entry Add new blog Figure 46 Blogs Page From this page you can access an existing blog post and entry to an existing blog or create a new blog 100 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised
10. Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re To create a new Option after the initial setup click the Create a New Option link at the bottom of the Survey Question page To edit an existing Option click the link to the Option from the Option column in the Option list Defining an Answer To define an Option as the correct answer to a Question select the radio button in the Answer column for the Option To define a Question with no correct answer select the no answer radio button beneath the Option Management List This setting will be used when determining how many Questions the user had correct when the Survey is completed If no Option is specified as the answer or no answer is selected then any answer is correct and will be counted as such Ordering Options To reorder an Option click the arrow buttons in the Order column for the Option e Click to move the Option to the top of the list as the first Option e Click to move the Option to the bottom of the list as the last Option e Click to move the Option up one e Click to move the Option down one Deleting Options To delete an Option click the button in the Delete column for the Option Deleting an Option cannot be und
11. WhatCounts Inc User Guide Version 3 5 December 1 2005 WhatCounts Inc 316 Occidental Avenue South Suite 220 Seattle WA 98104 p 206 709 8250 f 206 709 9210 Copyright 2005 WhatCounts Inc This document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re ELIR mm Ol eS 1 Wel OME aaa L CT IS eea EE ee a ee eee AEEA EEE 2 Nal Ce AGG SSSUNG cacncunaoannceeunauseasenesssendatnananoetanassantanesoanaawamnateneeeseatapaunanntaens 3 POI CEG an E EE E E 4 ODO oneer E antes eauauecacnorecmivetiuseessaeqeatone 5 gige Alga E A T E E E E E E E A T 7 AGVAN CG ereraa i E E EE E 7 CCGG Eege a E E E E A O A P E I E T TE AT 9 creand AIML SIN UD FOTIN oarre n ereer TEENETE E EERTE EEEE EERE TE ERTSE RETER ENA 11 3 COM IN n E aa 5 creaung a Naw TEMA riirrinaniiis ninian T anhaa a DENDETAN E AREAN I E AEAEE EOE 13 HPPO CON E Ereni EAEE E E EE E EEEE EE Era 15 Creating Content with the WYSIWYG EditOf ssssanassnnsnsnnerarssnensnsenennesensensrernrsenenne 15 ACC SSA EO O EdE O reana EEE E T ee 16 USING the EdItOF sissisriirerirminerirre rini nE EEA Tre 17 MoO EKS aai totor EE AAE EEO OEN 19 HoU EADE arreir riren E EErEE E OETA 19 Creating Content as Wire FraleS siccsacerestseccsiatatnescsetesseesestceagbdastedacesdenceebabebearecees 20 ET E RE
12. subject Invitation to view my blog hy Blog Message I have started a blog and thought you i might want to begin reading it It s named My Blog and is available through your browser It also supports Raa You can wiew it here http www whatcounts com blog w Figure 51 Blog Link Sending form Security The Security tab allows you to specify the security access level for the Blog and for posting Blog entries General Comments Access Security Tracking Merging Media Blog access Public can be seen by anyone C Private and defined by this policy No policy selected Creating entries Only Amber Green can post to this blog uh can post nev entries O Permissions controlled by this policy No policy selected Edit detine policies Figure 52 Edit Blog Security Tab 106 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Blog Access When a Blog is created anyone with access to the URL can view it To limit access you can set the access level to Private and then select a Policy from the drop down list Creating Entries For a basic Blog only the original creator can add Blog entries To allow other users to post entries you can set the access level to a specif
13. Displays the day of the week in monday all lowercase sSbuiltin weekday short Displays the abbreviation of the Mon day of the week in title case 6sSbuiltin weekday short uc Displays the abbreviation of the MON day of the week in all uppercase seSbuiltin weekday short_lc Displays the abbreviation of the mon day of the week in all lowercase 137 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Sbuiltin juliandate Displays the numerical day of the 188 year 1 366 Sbuiltin hourss Displays the current hour in 12 12 hour hour increments 1 12 Displays the current hour in 24 24 hour hour increments 1 24 Displays the current minutes 00 59 min 59 Displays the current seconds 00 59 sec 59 Displays the time of day AM PM Evaluation Tags Evaluation tags allow you to modify information that is either defined in the subscriber record or in the template The following table describes how the evaluation tags work and uses the following variables in the examples first Mary n1 10 n2 20 Tag Description Result sseval upper first Displays the field all upper case MARY seval lower first Displays the field all lower case mary ceval proper f
14. Insert Table Rows Columns Cell spacing Cell padding whl ke ke Insert Cancel Figure 10 Inserting a Table with the WYSIWYG editor Click Insert to insert the table or click Cancel to close the dialog box without adding the table to your content You can set the following information in the Insert Table dialog box Option Rows Columns Cell spacing Cell padding Border width Table width Table height Units Border Background Description Define the number of rows to insert Define the number of columns to insert Define the distance between the cells Define the distance between the content and the wall of a cell Define the width of the table border Define the width of the table Define the height of the table Define whether the table measurements should be in pixels or percent Select the color of the table border Select the color of the table background Creating Content as Wire Frames Wire frame templates allow you to create a generic template containing customizable fields that can be defined at run time In other words you will be prompted to define the customizable parts of your template when you run your list This can be ideal if you are sending the same email to different cities for an event but want to include each city s unique information in that email 20 Copyright 2005 WhatCounts Inc his document contains proprietary informatio
15. Simply copy the PowerURL and enter it into your template or HTML code For example lt a href http whatcounts com p r whatcounts c wel gt Click here lt a gt 41 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re When the campaign is sent or the webpage goes live each click on the link will be tracked and the statistics recorded You can also create the URL for the PowerURL manually by writing it in one of the three following formats where lt realm name gt is your realm and lt code gt is the code you assigned to the PowerURL http whatcounts com purl r lt realm_ name gt amp c lt code gt http whatcounts com powerurl r lt realm name gt amp c lt code gt http whatcounts com p r lt realm_ name gt amp c lt code gt Viewing PowerURL Statistics Once the PowerURL has been place in its content and activated you can begin viewing the results To view the statistics click the 2 button from the Stats column in the PowerURLs list page This will display the total number of clicks as well as a bar chart showing the number of clicks per day Clearing Statistics If you have collected erroneous statistics such as during testing of the PowerURL you can clear the statistics To
16. name Subject size 30 value A friend wanted you to see this gt lt td gt lt td colegean 27 gt tinbep lt rd gt ot 0 as Soe lt td colspan 4 gt Send to lt td gt LI oe 148 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Cee lt td alion Tieht width 00 gt Friend Fl lt td gt lt td width 220 gt lt input type text name email 1 size 30 gt lt td gt lt td alion rignt width 80 gt Friend 2 lt td gt lt td width 220 gt lt input type text name email 2 size 30 gt lt td gt ots a hee lt td align right width 80 gt Friend X lt td gt lt td width 220 gt lt input type text name email x size 30 gt lt td gt lt td align right width 80 gt Friend 32 lt td gt lt td width 220 gt lt input type text name email 32 size 30 gt lt td gt lt I CES Li lt td valign top width 80 gt Message lt td gt lt td colspan 3 gt lt textarea name message cols 65 rows 4 gt lt textarea gt lt td gt lt LI Er SCE lt td colspan 4 align right gt lt input type submit name submit value Send gt lt td gt lt tr gt lt table gt lt form gt 149 Copyright 2005 WhatCounts Inc his docume
17. EE E E EEN Ai 78 9 POMS cnan a A aaa OO C a A PO EEA E E A A EEE E E E EE EEE ee ree 80 TO TON PO a aaa A AEAEE E ONEEN EI AN AEAEE AEAEE 82 Ada nd arol tO your EN aa enaar EEE cos E EANA AATRE E A TEA EEE AN 83 VICWHIG a E AE I EE ENEE E A T E E EE sane 83 Creating a Poll Result Template sseesssussanssnseosesansosenssnessnsssessssssesssaosesassosensonessnns 84 Aa Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re 10 SVEV E aia rear reeaa E a OD Braz rae 2 SUV CV LEN E sete eotacasc A AE N E E A A 86 SUV ey SOUINGS seirreririsresi narenn EAE AER EEEE LENEE EEEN 86 SUV CY PAGOS ses scocs enine AAA RAAE EAA 90 SUV CY QUGCSUIONS soriire AA EAA 92 Uey OUCS HOM ODU ON crer a E E O E N nueecees 96 Toen O UV CY erneer EEE EE AT EEE O EIENEN A AE OA EER 97 Adding a SUIVey Wan EMAN mctavas meee risien nE EEA 97 Determining the Survey Key sssessssssssssssssnenensenensnesssssserenurossssnsnsnsnenenenenenrsrssene 97 Sending The Survey LINK cesci canna scares enexasutaaen abasnisa EE EADAE eea nanan 97 Viewing Survey TCS EG rrrsirrrrrssrsixreixssrr tistro rasina NENIECO KERELE TETEN 98 Customizing Survey TCMPlAlCSisssicsssictxscntsacetexasiextenssstitsaeeieidedtiasiadaarevevbstsaaetenteness 98 11 BIOO S ae
18. Hon e Wie IL Cont saves we Weicie iho Gic Fully qualified URLs are necessary to insure that all images are properly displayed in your HTML email To import content from your own computer follow the same steps as above except select the File option instead Then press the Browse button to search for and select your file Creating Content with the WYSIWYG Editor For those who are not familiar with HTML WhatCounts has integrated WYSIWYG What You See Is What You Get editing functionality This will enable you to design and format your emails visually and the simple interface requires no knowledge of HTML 15 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Quick Guide Lists Content Edit Create Template Customer whatcounts Name Subject cappaae in your outbound e mail HTML Import View URLs gt View Tags xX Template B x i t jz ob u i Ty Arial vis ly WYSMVYG Code Cl Content is UTF 8 Optional charset designation Advanced settings Wrap text for editing only Soe Goren Encoding Cl Let child realms use this template Groups C We Figure 7 Edit Create Template page with WYSIWYG edi
19. Name Fa Figure 55 Edit Blog Media Tab The Media tab works in the same manner as the Media Manager To upload a file 1 Next to the File name text box click Browse to find and select the file 2 Click the Upload File icon to upload the selected file The uploaded file will appear in the file list below displaying the size of the file and the date it was uploaded To view the file select the link in the File Name column To delete a file click the X button in the Delete column for the file Though the file is stored in the Media Manager you will need to modify the Media Manager URL to ensure the path is correct The path will be similar to the following http media whatcounts com realm_ name blog blog id file name Where realm name is the name of your realm blog id is the id number of the blog and file name is the name of the file that you uploaded Maintaining Blog Configuration Once you have created a blog you may find that you need to edit the properties or delete the blog from the system Editing a Blog To edit an existing Blog or view the current settings 108 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Go to CONTENT gt BLOGS gt VIEW to view th
20. Question Page or Question by clicking the link to each in the list Delete Page Order Questions Page il 1 How long have you been using the VyhatCounts platform x 2 AAEE 1 How many people in your organization use the Whattounts platform x a alla 1 How would you rank your overall experience Create 4 Mew Page Figure 39 Question Pages List You can also change the order or delete Question Pages in the list Deleting or reordering a Question Page will cause the remaining Question Pages to renumber ensuring that the number order remains sequential Creating and Editing Pages To create a new Page click the Create a New Page link at the bottom of the Survey page To edit a Page click the link to the Page from the Page column in the list Ordering Pages To reorder a Page click the arrow buttons in the Order column for the Page e Click to move the Page to the top of the list as the first Page e Click to move the Page to the bottom of the list as the last Page e Click Ito move the Page up one e Click to move the Page down one Deleting Pages To delete a Page click the button in the Delete Page column for the Page While deleting pages is a valuable tool it is also dangerous Deleting a Page will also delete all associated Questions and Options Deleting a Page cannot be undone Before deleting a Page verify that it does not contain any information that you wish to keep 89 Copyri
21. Survey as well as copy or edit existing Surveys Quick Guide Lists Content Subscribers Segmentation Research Customer Center Surveys Create a new survey of Take Active Hame Questions Survey Action WhatCounts Customer Satisfaction Survey 13 g o gt lt WhatCounts Customer Satisfaction Survey duplicate 3 Pr b xn Create a new surve Figure 36 Surveys page 85 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Creating a Survey To create a survey you must fill out several settings create the survey questions and options and assign the questions to one or more pages To create a new Survey go to Content gt Surveys In the Survey page click the Create a new Survey link at the top of the list TO copy an existing Survey click the Copy button in the Action column for the Survey you would like to copy This will make an exact copy of the Survey including all Pages Questions and Options However next page information defined at the Option level will not be copied because the identifiers for the fields are no longer valid You must redefine the next page definitions for each Survey Survey Settings The first step to creating a Survey is to define its general settings
22. The Survey page allows you to name and describe a Survey choose the beginning or ending templates and define the color schemes for the optional progress bar It also provides a list of links to the Questions Pages and the corresponding Questions Quick Guide Lists Content Subscribers Segmentation Research Customer Center u gt SR Survey Customer whatcounts_ testing Mame WhatCounts Sample Survey Description This is a sample survey Active O Display Description Start Template Use Default v Create a new template End Template Use Default Create a new template Progress Bar ON Color AAAACC OFF Color e T r B B Display Display Text and Page Number Page Text page Delete Page Order Questions Page M 1 How long have you been using the VvhatCounts platform x AIA 1 How many people in your organization use the VVhatCounts platform x Io N i alla 1 How would you rank your overall experience Pa Create 4 New Page Figure 37 Survey page 86 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re The Survey page provides a form that allows you to set the following parameters Field Definition Textbox to def
23. Tracking Exclusions Calendar File Manager Media Manager Figure 20 Articles menu Creating New Articles To create a new article select Content gt Articles gt Create New Article Once you have created articles you can see a list of them by going to Content gt Articles gt View You will also see a link on that page labeled Add new article Click that to create a new article You ll see a screen similar to the following 45 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Quick Guide Lists Content Subscribers Segmentation Researc h Customer Center Edit Article Article Name Title Description Body Folder Default v C Wrap text for editing only Figure 21 Edit Article page Name your article It s best to use a one word name using underscores if necessary that s descriptive and will allow you to recognize the purpose of the article and what it contains Paste or type your information into the body area and press the Create button to save your work Your browser will be redirected to the Articles screen again This time you should see the Name and Description of the article you just created Editing Articles
24. aaa OF ACO S B S aaa E E E EAEE E AAI A EEA E AARAA 100 Cea CONUN T B00 aariin EEEE AAA EET A AEAEE AAEE EAE EEA 101 GEN gc Ree E E E E E eee ee E 103 COMMMCTING a E eeNTA a wedtnE is 104 PCCSSS pstrs dio reaciuss std vou T E E T T T E E E T ds 105 Y E E E A EE 106 Ha eera AE E EEE A 107 MErGINO serrer tenri EET E EEE O OA 107 MEIT parene reena EEE E EE E E E EEE O EE E E NE 108 Maintaining Blog Configuration s ssssasssssssrsrrsrsrssnsrsenernrnrnersrnrrernrnersrrerernrrererne 108 POSUIG ENC BE OG PAETE EAE E O PE una A E A E P A E 109 VAT OG aa CS ars cas ee tees a ee tee os naa sects EE AEE EANET 109 SESE Gr Gilal Go eetuouvscesetecoucsacse seateseneesteenueueueesasagseeantearesensaetneneceseseaceousns 110 RaW Dalal R ODON gure tunminduncicante se EE EE EE EE RE 111 Emong BOG CON ON errie nra ri TiNa AEE oi Eri saan EAIN EAEEREN A 111 Advanced Blog AUTIDUTOS crire nioni aE E a 112 BUO ENY ATID UES i oi EDEA E E 114 12 Research and AnalySiS sssus2s22222222 LLO G egies T L rr E A E E EE E EE 118 D IR ALCS a E E E EE 119 CHEK HT CGI Data ssrrisirscrrserorreriererraertsdnran ekr riak ENEKEN EEE AA ari 119 4 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re
25. and the actual email address in angle brackets ie WIM Talapision sinto Gen tr conmn T Address wef EMAIL REF rigresponse whatcounts com Figure 2 Using the Bounce Mailbox address as the Reply To address Formatting The Formatting tab allows you to activate format sniffing select whether AOL recipients will receive special content and enable wrapping for your content Automatically create a Multipart messages contain both plain text and HTML merged HTML Plain text They are useful to send when you are not sure the multipart message recipient s mail client can display HTML If HTML cannot be displayed the plain text content you have prepared will appear instead Of course your recipients will only receive one email 4 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Force the use of the AOL This option was initially created for AOL versions 4 0 template for AOL com and 5 0 Those versions of AOL could render very little subscribers HTML At that time it was necessary to prepare special content for AOL users This is less necessary now as all versions of AOL since 6 0 are fully capable of rendering the same HTML as other email clients like Outlook If for some reason you wante
26. be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re lt td valign top Message lt td gt lt td colspand 2 gt lt textarea name message cols 30 rows 4 gt lt textarea gt lt td gt lt br gt SUr lt td colepan 3 align right gt lt input type submit name submit value Send gt JanS lt tr gt lt table gt lt form gt Envelope Landing Page and Error Landing Page Just like with FTAF the Envelope Landing Page and Error Landing Page can all be branding in FTAF Anonymous The process and code is the same regardless of whether or not FTAF is an Anonymous or non Anonymous event PowerURLs The WhatCounts PowerURL feature provides more flexible tracking by allowing you to track a single URL as if it were several different URLs This is helpful if you have a URL in multiple places in your email message If you simply use the same URL in every location the tracking data will be lumped together However by using PowerURLs you can track the clicks for the URL in each location as if they were separate distinct URLs PowerURLs are not limited to use in your email campaigns only but can also be used in your web pages to track clicks on your site Just enter the URL into your HTML code and then check the stats in the PowerURLs page Quick Guide Lists Content Subscribers Segmentation Research Cust
27. compares multiple campaigns with one another Criteria On this page of the Report Wizard you will make selections that will narrow down the campaigns you d like to compare You can use any or all of the selection criteria Note Campaigns previously marked as hidden will not be shown Select This screen will display the campaigns that match the criteria you have entered Select the campaigns you would like to compare then hit the CONTINUE button Custom Data This screen will display all of the Custom Fields in your realm as well as the possible event types Select the items you would like included in your report Options The final screen in the Report Wizard allows you to select how your data will be presented You can choose to have a copy of the report sent to you via email or Save copies in both HTML and CSV to the Reports folder of the File Manager area If you d like to provide a custom name for the files you can do so by entering text in the field labeled Report Name 123 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Event Wizard The Event Wizard allows you to create a list of email addresses of subscribers who engaged in various events of your campaign s For example opens click
28. confirms their intention to join a list you can have a mail message automatically sent to them It iS an Opportunity for you to send them a thank you message or present an up sell opportunity If you are publishing a series of content pieces it might be where you send them their first installment To send your own content select one of your templates from the drop down list If you do not have special content prepared but want to send subscribers a confirmation of joining your list you can have the WhatCounts platform automatically generate a thank you message by selecting Auto Generated from the drop down This feature behaves just like the previous one but is triggered when subscribers leave your list This is a perfect opportunity for you to communicate one last time with your recipients It might even be a chance for you to push one additional up sell opportunity in front of them or attempt to have them sign up again When subscribers fill out subscriptions forms that add them to your list you can specify a web page where they will be directed after submitting their information This is called a Landing Page Enter a fully qualified URL of the page where you would like users to be sent If you leave this field blank a default WhatCounts page will be generated automatically This behaves just like the previous field but is designed to direct users to a landing page after they have cancelled their s
29. display for blog entries by entering special characters Default yyyy MM dd HH mm ss z Image URL Blog templates support an image using the S2blog picture You can define the URL in this field Workflow Select this option to approve an entry before it is posted Enter one or more addresses separated by a comma in the text field When a new blog entry is submitted an approval message will be sent to the address es indicated allowing the entry to be reviewed before it is posted to the Blog 103 lt Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Comments The Comments tab allows you to specify the whether or not the Blog will allow comments and in what manner General Comments Access Security Tracking Merging Media Comments Trackback Comments are enabled for this blog Trackback is enabled for this blog Approval Registration Ant Robot Approval required before comments become visible C Annonymous posts are allowed l Registration is required Registration requires approval Utilize an image to thwart automated regisrations or posts Figure 49 Edit Blog Comments Tab Comments Trackback Date Format Workflow Registration Anti Robot To allow viewers t
30. encapsulate the name of the field within 33s and ss For example the proper format to use a custom field named customer id within a template would be 2 Scustomer id The following table shows some examples of custom tags SeScustomer idis Description Displays the subscriber s custom information for the field customer_id Displays the subscriber s custom information for the field age Displays the subscriber s custom information for the field gender Subscriber Action Tags The following table describes template tags that can be used to insert information that can be used to carry out actions for a subscriber such as unsubscribe from a list SSUNSUB_HREF3 WCIDV2 SUBSCRIBER ID TAG Description Automatically places a specially encoded URL into your content when the list is run that allows readers to unsubscribe from a particular list To use this in HTML encapsulate the tag within lt A HREF gt as in lt A HREF SSUNSUB_ HREF gt Unsubscribe lt a gt To use this in plain text enter SSUNSUB_HREF3 Identifies subscribers during bounce management If WhatCounts cannot rely upon the subscriber s e mail address for proper identification this tag is used To use this in HTML enter the following Se NOLS cosvpoln ren ID TaGes gt To use this in plain text enter WCIDV2 cSUBSCRIBER ID TAG 136 Copyright 2005 WhatCounts Inc his document contains proprietary inf
31. folder filename extension e asp 4 Enter the new URL label or Friendly URL in the Name text box 5 Click Update to save the pattern You can also enter more than one pattern at a time and just click Update after all the patterns have been entered 126 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Each row in the Friendly URLs page represents a defined pattern Though the page shows only three rows by default as soon as the three are filled and updated three new empty rows will be added at the end of the list Reporting with Friendly URLs The main purpose of Friendly URLs is to make viewing report results much easier To display Friendly URLs in your reports you first need to have defined the Friendly URL You can then run a report as you normally would All URLs that have been labeled will appear next to the URL that it refers to allowing you to quickly determine the purpose or content of the URL Event Chart The Event Chart allows you to see a graphical representation of tracking events from one particular list or your entire realm over an eight day period of time To access the Event Chart select that option from the RESEARCH drop down Select the Event Type and select the List name fr
32. gt lt BEGIN BODY gt lt body bgcolor FF9418 marginheight 0 marginwidth 0 leftmargin 0 topmargin 0 gt lt BEGIN MAIN TABLE gt lt center gt lt table width 90 bgcolor FFFFFF cellpadding 0 cellspacing 0 gt lt C gt lt td gt lt l BLOG HEADING Blog title S blog title and description blog description are displayed using the tags and related Of oto Classes gt lt div class blog title Dlog title lt div gt lt div class blog description gt S blog description s lt div gt lt td gt lt tr gt Cie lt td gt lt center gt 156 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re lt BLOG CONTENT The Basic Orange template uses a table to display content with one column for entries and comments anda second column for accessory items such as links and the calendar lt BEGIN CONTENT TABLE gt lt table width 99 gt LLES lt BEGIN ENTRY COLUMN LEFT gt lt td valign top align left gt Sblog entries lt td gt lt l END ENTRY COLUMN LEFT gt lt l BEGIN ACCESSORY COLUMN RIGHT gt lt td width 200 valign top gt lt center gt lt BLOG IMAGE You can include an
33. image by setting the URL in your blog properties and then referencing it in the blog template using the tag S Sblog picture You can reference other external images and media as well We use template logic below to wrap comment tags around the image tag in case an image has not been defined This allows the system to gracefully handle situations in which the image may or may not exist 661 blog picture then print lt lt img src SSSblog picture border 0 gt lt BR gt Sif blog picture then print lt DISPLAY SINGLE ENIR IF only a single entry is disolayed then a link will render to return to the front page This label will always read Return gt lt font face Trebuchet MS Verdana Helvetica color 333333 Size 2 gt soll blog home page then printData blog home pages soit Dlog home page Then print lt ER lt BR gt 27 lt B gt Recent Entries lt b gt lt BR gt lt l DISPLAY RECENT ENTREES A list of all recent enkrimes wall be Ciselavec bere veing the 2o rean aaa tag e formatting will be defined by the C3o eo bDIlog recent entries lt BR gt 157 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re lt CREATE N
34. include spaces you should using the plus character So if your article was named Test Article you might set it using a Test Article t template or This is the name of the template that content will be poured into It template_name_ should match the name that appears in the template list exactly To include spaces you should using the plus character So if your template was named Test Template you might set it using t Test Template Remember you can use one template for many of your articles This is easier for you and it keeps your messaging and design model consistent optional aid This is the id of the article that be used Most customers don t reference articles by their id but you can To see the different article numbers hover you mouse over their names in the article list tid This is the id of the template that content will be poured into Most customers don t reference templates by their id but you can To see the different template numbers hover you mouse over their names in the template list The article number will be shown in the status bar of your browser optional optional r or realm This is your customer code or realm and helps the program determine where to find your article It s used when the Microsite optional Viewer is being used in anonymous mode Putting it to Use If you ve got a really long article that you want to include in your email newsletter here s how we recommend you
35. last updated formatted according the time date settings specified in the blog properties The title of the Comment if one has been included 161 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc
36. option you can also control the template sent to your subscribers the from address and the format of the message plain text HTML or Multipart MIME If you do not make any selections a plain text WhatCounts default confirmation message will be sent Require list cancel Similar to confirming sign ups you have the option of requests to be confirmed requesting users to confirm their intentions to cancel their subscription to your list 5 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Require list sign ups to be confirmed Courtesy Email KY A double opt in list is one in which a positive confirmation is required before subscribers can join your list Enabling this all but guarantees that the email addresses assigned to your list will be legitimate Double opt in lists are also a sign of permission oriented email They remove most of the obstacles facing email publishers when challenged with proving They are not Spamming people with unwanted email As with Confirmations you can control the template from address and format of the Courtesy message Send for new sign ups Send after cancellation External Links After pressing a Sign up link After pressing a cancel link After someone
37. or with the default radio button on ca eotillin hame statestype radiogvaluss CA WA ORbdefault value CA es 21 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Reviewing URLs WhatCounts will detect the URLs included in your content to perform real time click through tracking To review the URLs within your content click the View URLs icon or link This will display a list of the fully qualified URLs found in the Template Each URL includes columns to indicate in what format the URL was found and if the URL will be excluded from tracking A green check icon will appear in the Plain HTML AOL and WAP columns to indicate the formats and a red X icon will appear in the Exclude column if the URL will not be tracked because of a Tracking Exclusion setting Click the View All Exclusions link to see a list of all tracking exclusions Excluding URLs from Tracking If click through tracking is enabled WhatCounts will automatically track all the URLs it encounters in your content To exclude one or more URLs from tracking you can view your URLs through the template editor and then select them individually To exclude a URL Select Content gt Templates gt View Select the template
38. realm WhatCounts You can actually see the results at http whatcounts com bin msv a MSV Test amp r whatcounts Notice that when this particular article is displayed it utilizes a default template Your email reader will see your article s callout capsule summary followed in our example with the link labeled Read More If they click on this link the Microsite Viewer will be run inside a browser window and display your article using their specified template What Goes Where Be sure to read about articles and how they are used in our online help located in the drop down menu under Customer Center In particular the way different elements from a single article can be extracted within your templates like the callout for example Inside the template you ll create for Microsite Viewer not the template for your newsletter use the following tags to display elements from that article anywhere you like Description ssSarticle name Displays the article s name wherever this tag appears This probably isn t very useful as the name is really a way for you to identify your article not to display information to your readers But hey we re flexible SooLitiess OF Displays the article s title wherever this tag appears Sovarticle Titles ssSarticle description Displays the article s description seSdekss or Displays the article s deck wherever this tag appears sSdeck 50 Copyright 2005 WhatCounts Inc his
39. results of your poll available for users to view The Results section at the bottom of the Edit Add Poll screen allows you to control the look and feel of the results that will be displayed Results Template Results Image Results Font Max Pixel Width Show Stats Result as Select a template you would like to use to display the poll results If No Template is selected the default WhatCounts template will be used This is the image from which you would like your Results bar chart constructed The default image is blue 1x1 pixel You can use any image you want for the results image but keep in mind it will be stretched when the results are displayed Gifs that are 1x1 pixels seem to work best Choose the font or fonts you would like used for the results text Make sure you choose some common fonts in case the subscriber s system cannot display your preferred choice This defines the maximum pixel width horizontal size of the bars in the bar chart This defaults to 100 but you can make it larger or smaller as needed The minimum pixel size is 10 This toggles the display of statistical numbers next to the bar chart With this turned on the chart displayed will include either the number of responses for that answer or it s percentage in relation to the whole By default stats are turned on Instead of displaying the actual number of responses select this option to have the results displayed as perc
40. rules is an ideal way to perform testing Although there are test functions built into WhatCounts there are some features which can only be tested by a list being deployed Examples are non anonymous polls unsubscribe related links and the Forward To A Friend FTAF feature So to test these features we recommend you create one or more segmentation rules that narrow your lists deployment to just you or a small group of people you have chosen as testers To create a rule that just matches you add a new segmentation rule with the field name Email Address set the Comparison Operator to Text equals then enter your email address in Value To create a rule that matches everyone in your company set field name Email Address set the Comparison Operator to Text ends with then enter your company s domain name in Value Note If you are creating a Segmentation Rule with more than one email address be sure to select or as the Condition Type Exporting Lists Segmentation rules are also useful when exporting your lists Suppose you wanted to collect and then export information associated with just one type of user such as someone designated as a member Using Export Subscribers select the list then the name of the segmentation rule that identifies this group and continue as you normally would Instead of exporting all the entries in a particular list this time only those subscribers tha
41. tags for Survey templates see Survey Templates below Defining the Progress Bar A progress bar is often helpful to let a user know what they have accomplished and what remains to be completed For the Survey you can define how the progress bar will render page 1 of 4 stat Section O Section 2 Section 3 Section 4 finish Figure 38 Example Progress Bar To set the colors of the progress bar enter hexadecimal numbers in the Progress Bar ON Color and OFF Color textboxes For example the ON color may be shown in Orange FF9900 and the OFF color may be Gray cococo To determine what will be displayed on the progress bar select an option from Display For example select Display Text and Page Number to show the title of each page and the page number in the progress bar To define the text that will be displayed in the progress bar enter the text into the Page Text field For example you may want each page to be referred to as Section The default text is page 88 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Question Pages Management List This Survey page also lists the currently defined Question Pages and their associated Questions You can go directly to a
42. the checkbox labeled Show Plain text and HTML choices After a user submits their information you can have them directed to a landing page of your choice by entering a URL including http in the Goto URL text box This value overrides the one set on the Options tab in List 11 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re When you press the Continue button you ll be able to select Subscriber Data and Custom Data to include in your form Although these are not required fields unless you add script to make them so keep in mind that people are more likely to fill out a form if it does not require a lot of personal information Pressing the Continue button again will bring you to a screen containing the HTML that represents your new subscription form Here s how you can test your new form 1 Create a new file with an html extension in notepad or a similar utility or copy the code into an existing HTML document 2 Open the page containing the form HTML in your browser 3 Fill out the form When you click SUBSCRIBE you will be redirected to the page you entered in Goto URL If you did not enter a Goto URL you ll be sent to the URL entered on the Options tab of your List o
43. the multipart MIME feature to deliver the appropriate format of content to them After you ve selected the lists or lists to subscribe them to press the Subscribe button to begin the process It s recommended that for lists greater than a hundred or so that you use the import wizard Also through this interface you can only enter in subscriber s email addresses though you can always update their individual records at a later time Similar to the batch subscription process the batch unsubscription process allows you to remove subscriptions for one or more individuals Use the interface the same way only this time select the lists you d like the subscribers removed from Exporting Subscribers If you d like to get a data dump of all your subscribers you can do so through the export wizard Reached via the Subscribers drop down menu the Export Subscribers wizard makes it easy to create a data file of your subscribers Through the wizard you can specify which fields to include as well as the format The two choices are comma separated values CSV or XML Using the wizard is a two step process The first step requires you to identify the list you d like to export from the type of segmentation to apply this will be discussed later and the format for your data file If you would like you can also export subscribers from all the lists in your realm To do this select All Lists from the list drop down in the Export Sub
44. there is no way to know who is participating in the poll Registered polls on the other hand can only be accessed by recipients of your email Ballot stuffing is prevented because only the first entry is counted for each participant You can also generate a list of everyone that participates in your poll Quick Guide Lists Content Subscribers Segmentation Research Customer Center Polls No of View Poll Name Question description Choices Active Stats Test Wizard Rolling Poll Did you answer the last poll 2 2 w How often do you use Polls in your Test Poll isnt 5 v Add new poll Figure 32 Polls list page Creating a Poll Creating a new poll is easy go to Content gt Polls gt Create New Poll Quick Guide Lists content see Seqmentation Research Customer Center Templates Articles E a Wh 1 L k ii Tall Surveys Create New Poll Power URLs Figure 33 Access the Polls Menu 80 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual This will display the Edit Add Poll page Quick Guide Lists Content Edit Add Poll Question Poll Name Segmentation Research Customer Center Question description Active C Poll is ac
45. through the information until you see the line that starts with Content type It will read text html if the email was only sent in HTML or multipart alternative for a multipart MIME message 66 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Running Lists The Run Wizard provides a walkthrough approach for deploying your campaigns From the Run Wizard you can deploy a standard list or select to customize your list Standard Mailing A standard mailing or normal campaign is similar to using the Run List option to deploy a campaign but you have fewer choices For example you cannot select a segmentation rule To deploy a normal campaign using the Run Wizard 1 Goto Lists gt Run Wizard This will display the First Step which will default to Standard mailing First Step Choose the list of subscribers that you want ta send mail to List name YvhatCounts Test Campaign What is the e mail that you are sending Choose a template What email format do you want to use Format option send Multipart MIME to everyone Are you doing a standard mailing or do you need to customize how the mailing is done Olam just doing a standard mailing need to customize some of the mailing
46. throughs Subscribes or unsubscribes This report differs from the one generated through the Report Wizard as the report will include the email addresses of specific subscribers The Report Wizard on the other hand includes only general statistics without specific subscriber information Criteria On this page of the Event Wizard you will make selections that will narrow down the campaigns from which you d like to pull subscriber events You can use any or all of the selection criteria Note Campaigns previously marked as hidden will not be shown Select This screen will display the campaigns that match the criteria you have entered Select the campaigns from which you d like to pull subscriber events then hit the CONTINUE button Data This screen will display the Subscriber Data and Custom Fields in your realm as well as all Tracking Events Select the items you would like included in your report Delivery The final screen in the Event Wizard allows you to select how your data will be delivered You can choose to have a copy of the report saved to the File Manager Add Subscribers to a pre existing list or create one with the data that result from this process Select the CONTINUE button to start the creation of your report or new list You will receive an email when the process is complete Friendly URLs Friendly URLs are labels to help you easily identify click through URLs in your campaigns URLs can often be very long a
47. ttemplate lt template name gt ss o sblog name lt blog name gt template id lt Lemplate id gt lt s o blog name lt blog name gt amp template id lt template id gt For example the following tag would insert the blog named MyBlog formatted by the template email SSblog name MyBlog template email S Elements You can insert specific elements from your blog by specifying an element in the blog tag Blogs have several key fields that can be inserted into your content By default the entire blog and its related entries are inserted by the blog tag Use the attribute element lt element gt to include specific components of the blog SSblog name lt blogname gt element lt option gt For example the following tag would insert the blog name MyBlog the date the blog was created and a list of the recent entries ceblog name Myelogcelement Createdcelement recent entries ss The following elements can be specified Option Description Displays the date the blog was created Displays the blog entries recent_entries Displays a list of recent entries similar to a table of contents Displays the number of entries visible Realms In the case of parent and children realms you may wish to display content from an alternate realm Use the attribute realm lt realm name gt to include content from a specific realm 113 Copyright 2005 WhatCoun
48. will not be changeable and this includes the unsubscribe link as well as any links that include the tag SUBSCRIBER ID TAG 3 Accessing and Editing Flex URLs To access Flex URLs for a specific campaign 1 Go to RESEARCH gt VIEW CAMPAIGNS 2 Select the campaign from the Campaigns list 3 In the Campaign Overview page click the Flex URLs link to display the Campaign URLs page which includes a list of all the tracked URLs in the campaign 122 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re To fix a URL click the full URL from the URL list and then make a change in the Updated textbox Click Update to save the changes or Cancel to return to the Campaign URLs page The next time a recipient clicks the updated URL in your campaign they will be directed to the new location Testing Flex URLs To test a URL to ensure it works click the button next to the URL in the Flex URL list This will open the link in a new browser window Report Wizard There will be times when you want to be able to select specific campaigns to compare open and click through statistics The Report Wizard is the perfect utility to perform this function By completing a few simple steps you can create a report that
49. without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re The Blogs page lists the following details for each Blog Column Definition Blog Name The name of the Blog as a text link to each Blog s settings and content Most Recent Entry The date of the last entry posted to the Blog Entries Total number of entries in the Blog Total Comments Total number of comments in the Blog Comments If the Comments are enabled for the Blog a icon will appear in this column Visible If the Blog is enabled for external access a icon will appear in this column Private If the Blog security is set to Private a icon will appear in this column Button to view the Blog statistics Button to view the Blog Table 2 Blogs List Details Creating Configuring a Blog Blog creation and editing is performed through a simple tabbed interface The properties of a blog include general information such as the blog name as well as specific details to allow comments and images and provide blog security To create a very basic new blog 1 Go to CONTENT gt BLOGS gt CREATE NEW BLOG This will display the Edit Add a Blog page This page allows you to name the blog as well as navigate through several tabs where you can set the Blog properties Most of this information is not required to create a basic Blog 101 Copyright 2005 WhatCounts Inc his document contains proprietary info
50. www whatcounts com gt lt img src http www whatcounts com images poweredbywc gif gt lt a gt 44 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re 4 Art cles You ve already learned that templates allow you to create and store a diverse amount of information that can be emailed to your customers or audiences Articles extend this capability by providing you a template neutral place in which to create and edit your content If you ve got several templates there might be some information that s repeated in each of them Perhaps it s a company logo address or copyright notice You could place this information into each template but if the information changes you d have to edit it in multiple places Articles let you keep one copy of information that can be applied in multiple places most often inside templates Articles were modeled after articles in journalism but their use is more flexible They contain sub elements such as decks titles callouts author fields etc but what you put into these sub elements and how you use the information is totally up to you Quick Guide Conl X Subscribers Segmentation Research Customer Center Polls Create New Article Surveys Power URLs
51. you want to use Click View URLs Select the URL you would like to exclude This will display the URL Excludes page This page shows content associated with the specified link Links that point to pages containing frames will not be displayed KR W N e 5 To exclude the specified URL click Exclude this URL located near the upper right hand corner of the page This will return you to the URLs list and your selected URL will show a icon in the Exclude column To re enable the link select the URL again and then click Remove this exclusion You can also view or add to the list of excluded URLs by selecting Content gt Templates gt Tracking Exclusions Excluding URLs from tracking may be helpful or necessary if the URL contains personalized information unique to each recipient For example a link to an unsubscribe resource managed by your own company Another reason to exclude tracking for a URL is if want your link to be displayed as is For example http www yahoo com instead of http whatcounts com t ctl 39D9AB 83EE7B 22 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Reviewing Tags WhatCounts provides special tags to allow personalization of content when the email message is sent To
52. you were hoping to pull in some external content for each message generated these tags would not work for you For that type of application you ll want to explore the cacheget tag which is explained in the next section Both Get and Smartget can be nested In other words the content that is retrieved using these commands can themselves contain additional tags to pull external content Nesting can be performed up to eight 8 levels Practical Uses If you were wondering about some of the practical uses of these tags consider the following scenarios e Embedding a common header or footer into every message e Embedding common opt out content into every message e Embedding content current news or information from an external Content Management System In fact it s the last example that is most often used Many clients use these tags to interface their Content Management Systems with the WhatCounts platform In many cases the connection is completely automatic Templates point to content on the client s system and calendar events automate publishing tasks Activate the Workflow mechanism within a List and you have a highly reliable and automated way of emailing users from content you control Using Cacheget to Pull External Content For applications that require a higher degree of per message dynamic personalization cacheget may be the template tag for you Unlike the get and smartget t
53. your messages to appear to your recipients The from address determines what they will see in the inbox WhatCounts supports a format which allows you to specify a decorative display version as well as the actual email address For example if you want your customers to see your messages appearing to come from MyMail you might enter a value similar to MyMail lt info siteurl com gt Note The display portion must be in quotes with the actual email address enclosed in angle brackets Reply To Address This field works exactly like the from address field It is designed to allow you to specify where messages will go should your recipients or their mail servers decide to reply Bounce Address A bounce mailbox can be inserted into this field to automate processing email that cannot be delivered If you have a bounce address for your realm enter it here Description Just like the name field the description allows you to identify the purpose of the list This is an optional field but is useful if you have multiple people in your organization using WhatCounts Admin Email Is there someone in your organization responsible for administering your email systems and software If so use this optional field to specify their address If another email address is not specified the Admin Email is also used as the from address for cancellation and subscription request completion notices sent to su
54. AG http www whatcounts com dm id ssSUBSCRIBER ID TAG http whatcounts com bin display msg id s SUBSCRIBER ID TAG http whatcounts com dm id sSUBSCRIBER ID TAG When your campaign is launched the tag SUBSCRIBER ID TAG will automatically get replaced with an encoded version of the subscribers ID and campaign ID both of which are used to dynamically recreate the page If you d like to see an example of this feature click here This page will always display the same content for the same Subscriber Note This feature will not work during list testing because campaigns are only created when lists are run If you d like to experiment with its use create a new list and associate it with one of your existing templates Then use the batch subscribe feature to sign up and then run the new list Customer Referral Program To help promote our company and platform we have made it easy for you to include a powered by WhatCounts logo and link in your outbound email or on your web site powered by r WhatCounts ona Publishing leachaaogy Using the Powered By Logo Include one of the following pieces HTML code to display a clickable WhatCounts logo in your newsletter or on your web site To link to the powered by page lt a href http whatcounts com p r whatcounts amp c powered gt lt img src http www whatcounts com images poweredbywc gif gt lt a gt To link to the main WhatCounts site lt a href http
55. EW ENTRY To enable a link to create a new entry tacode tHe secllog cxeece lines tej Ie 1s seems eincl wall automatically be empty if you are not logged in gt o o soso lLog creace link lt P gt nbeps lt p gt lt P gt amp nbsp lt p gt lt l CALENDAR To display the calendar for the Current or selected month include the blog calendar S tag The formatting will be defined by the CSS gt S SSblog calendar lt P gt amp nbsp lt p gt lt P gt amp nbsp lt p gt lt RSS SUPPORT LINK To include an explicit reference to the eS Ceed wmeluce cae sso olec ces Miseitas ec wieejsioecl Malizia ei lt a href gt lt a gt tag as follows gt lt a nrer 2 seb log res rer gt lt img src images blogs xml button _26x10 gif border 0 gt lt a gt lt font gt lt td gt lt l END ACCESSORY COLUMN RIGHT gt lt tr gt lt table gt lt l END CONTENT TABLE gt lt center gt lt td gt lt j ee lt table gt lt center gt lt END MAIN TABLE gt lt html gt 158 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Blog Entry The Blog Entry template is used to display each entry A Blog Entry template s
56. Email lt td gt lt tr gt lt tr gt lt td gt lt P gt lt input type radio name a value 3 gt Neither lt td gt lt tr gt lt tr gt lt td align center gt lt input type submit value Enter gt lt td gt lt tr gt lt table gt Porn Landing Page Results Template The Poll Landing Page uses the Results template to display the results of the poll in a bar chart A Results template supports the following tags LET Description ss poll name s The name of the poll s poll_description The description question asked by the poll SsSpoll_ totalresponses The total number of responses received by the poll S Spoll_id The id of the poll Sresults3 The chart containing poll results Example Code An example Results template may use the following code sig on 1 lt head gt lt title gt S Spoll name lt title gt lt head gt lt body bgcolor CCCCCC gt lt table gt lt ET gt lt td gt ssSpoll description ss lt table border 1 gt lt Pre lt tdss gt oresults lt td gt lt tr gt 141 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual lt table gt Number of Responses poll totalresponses lt td gt I oe lt table gt lt body gt lt html g
57. FFF 154 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Margin 0px padding left Spx font family Tahoma Helvetica sans serif font size 1Upt color 333 border color DDDDDD border width 1px border style solid sentry updated margin px padding lLett 5px padding bottom Spx font family Tahoma Helvetica sans serif FOmL S126 COL Color 333 Dleg calendar font family Tahoma Helvetica sans serif ront size LOL color 000 blog calendar day font family Tahoma Helvetica sans serif FONL 51 26 gpt color 000 blog calendar today font family Tahoma Helvetica sans serif font size Ept color 000 border style dotted 155 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re border width thin LOG Calendar Selected day font ramily Tahoma Helvetica sans serif font size gpt color F000 font style bold border width thin a lt style gt lt head gt lt END HEADER
58. Friendly URLs in a template you must create and save the template first This is necessary in order for the database to recognize the URLs in the template before displaying them in the URLs page To access Friendly URLs for a specific template 1 Go to CONTENT gt TEMPLATES gt VIEW TEMPLATES 2 Select the template from the Templates list 3 Inthe Edit Create Template page click the View URLs icon or link sew URE to display the URLs page which includes a list of the fully qualified URLs found in the Template and any exclusions associated with those URLs Te set a Friendly URL enter a label in the Name column next to the URL and then click Update Names The page will refresh and the new label will be saved Any URLs that are part of the Tracking Exclusions will appear with a red X icon in the Exclude column If you attempt to label a URL that is excluded the page will refresh and the label will not be saved To cancel any changes just click the Back button on your browser or the template link above the list From a Campaign To access Friendly URLs for a specific campaign 1 Go to RESEARCH gt VIEW CAMPAIGNS 125 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re 2 Select the campa
59. G E E E T E R E E orice 22 Excluding URLs from Tracking sessssessrsrrersrsnrerrrrnrsrrnrsrsrrnrnrenrnrrnenrnrerenrrrerennenr 22 RKEVICWDO TAGS iinan ESE ETE REE EE E EATE A ERE seine EARE 23 PRGIVAIIC COO oar EEA E OE AEA AA A A EAEE A ONTA 23 PROVICVMAG CONEDE sormeen EEE EEE E A EE E EEA 24 FOSON OT EE edie essen E EE A AA EEA E E EE 25 SOD EEO ana EA EEEE ATTE 25 SPECI URG ENCOUN O criirir ti heiii d TEn ERE EEEE OTER EE i EEA EE e 26 FIAF FORW2IG 10 2 FUCNG serari aaae A EEEE E AE TEREE AE REEE ESRA 27 UoN FIAP cerar E E E EE E EEEE REE 27 DANCING UA sasscabeanenenccesecavacneascovenec EE A E EAE 28 sate Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re MVNO GOSS WAGO sxssradeticeteh cncutye secure aeccnmadanacasassensneeeuseaemeadcesseecen S 34 FARANNO MOU osu cageacresenreneuacsanessteneantacdeacerssuycenen aenuewa stems suee trans ceearereneeocneses 35 POWCIURLS r ET A AE E R eae suasubannna aaah 39 creating a POWGTURE ssccz pcos sesswecoras nini ANAE AE AREETA 40 Editing and Deleting a PowerURL ssssssssssssnssssnesesessnsnnnsnnnensnessussssssnsnesnnnnsnenene 41 Testing the POW EIU k cscneanccsnaeatagsrsecatsanaie dave dunerantneidtabeneisons earner nenmaruiuadeeseeras 41 SING POW CIOS cccutgo
60. IA NEE AEE ETEENI TEATER BU O TGS AE EAEE AAEE EIA AEE ee ep se a E AA EEEE E a E T E OI EEIE E A A T E A A A ATO TIO EE AEE EA EET E I EIE EN E E AAEE Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re 15 Appendix B Example Forms and Templates ssssssss0885 140 POMS sauseet ones EE E E EE E EE sees cee eae eenawenene eases eneseceeenetaneseoteeeees seen 140 POW POM Misseasacxeeseaaccsecesaceacssresseneansadecameeasacccneaeoeccecca ceasesecseseenacsecameenemecaneseo es 140 Landing Page Results Template cccccsseeeeceeeescccssseeeteeseesecusnenntteeseseaguuaanneeeengs 141 Error Candind PAG e icpiancnteseerceuisaaiiaret AAAA 142 LS E P E A se neces E sor eereseecdeee E E E E seer eseeeee 143 Stal eae TOMA E ar E E EAA O OEE 143 Question Page s Template sssssnsssssssunsrsnrenrnrnnnnrnenrrnsnrnnrenrnennrnrnnnnrnenrrnerrunrnne 144 End Page FEM Dlabeiaccasadocasd ceca nacataaaawesseoninahetsasees geanunid craewec sea urinaanteesees eeanenanneees 146 FOR War 10 a Fe TA airiran E AEE EEE EAEAN EET 147 CUS ON FOP eeaeee EE E EE E EEE E EE EEE EEE N EAEE 147 ENV OPE Pade ae E I EE E 150 Lain PaO nE ATE EEEE 151 Error Landing Page rerirersererrsrsiniiinnitttridtn Cerir AE AANTEEL 151 DOS IEE
61. OL messages in addition to HTML Detailed Click through Tracking It is possible to actually see which of your subscribers clicked on a particular link To do so click on the number under the unique column in the click through report If the number of unique users is high you ll be warned that displaying the information could take a while The actual amount of time depends upon your connection speed and the number of subscribers Displaying 1 000 names for example could take several seconds even with a fast connection The delay is largely related to your web browser having to draw 1 000 rows in a table It s simply a lot of data How you use this data is entirely up to you and your organization WhatCounts suggests that you use it wisely and consider the bond you have with your customers to be one of trust This feature wasn t designed for Orwellian or spying purposes Instead it was designed to give you some greater visibility into the effectiveness of your email messaging initiatives Bounces Select the Bounces tab to get more detailed information about the number of bounces received as a result of your campaign Click the DETAILS link next to the number of hard or soft bounces for more information about the bounces Hard Bounces A hard bounce is a message that couldn t be delivered due to a mailbox or system no longer existing There s usually no recovery from this type of event and the system will automatically unsubscri
62. P S T A E EATE EE EE E E E aioe 152 BIOG P OO errr E A A AAA Rae ceunadamanneres 152 BOO EU esnaera EE A E E A A 159 BOG CONN E eE E OEE E A 161 T o Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re The WhatCounts email publishing platform enables the rapid creation deployment and measurement of personalized targeted email WhatCounts is a web based platform and was designed for ease of learning and use This document was created to help train you in using the WhatCounts system It is broken down into the following sections Lists In this section you ll learn how to create and maintain lists of subscribers Content Templates enable flexible content management and in this section you ll learn how to create edit and use them Subscribers Although you ll learn a little bit about them in the Lists section here you ll learn how to import subscribers into the system edit subscriber records and even examine events associated with subscribers You ll also learn how to export subscribers out of the system Running and Testing This section is designed to help you learn how to thoroughly Lists test and launch a campaign using WhatCounts Advanced Features Advanced features of the product include the abi
63. Page template supports the following tags Function 6S6SURVEY_NAME The name of the Survey SS SURVEY_ PROGRESS The progress bar indicating the current page and how much of the Survey remains 6SQUESTIONS_ANSWERED The number of Questions answered Note This number may not be the same as the total number of Questions defined for the Survey if all Questions are not required to complete the Survey 6sQUESTIONS ANSWERED CORRECTLY The number of Questions answered correctly Note If a Question does not have a defined answer then any answer is considered to be correct and is included as part of this number Example Code An example End Page template may use the following code nom lt head gt lt title gt My Survey End Page lt title gt lt head gt lt body gt lt table gt lt tr gt lt td gt SURVEY PROGRESS lt td gt lt tr gt lt tr gt lt td gt ssSURVEY NAME S lt td gt lt tr gt lt tr gt lt td gt Thank you for taking our Survey lt td gt lt tr gt lt tr gt lt td gt You answered S QUESTIONS ANSWERED S Questions lt td gt lt tr gt lt tr gt lt td gt You have ssQUESTIONS ANSWERED CORRECTLY Pigiias lt ta gt lt cre lt table gt lt body gt lt html gt 146 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the
64. Sid SSSUBSCRIBER ID TAG Determining the Survey Key The id portion in the link should be replaced by the Survey key To determine this key 1 2 ce A Go to Content gt Surveys Right click on the Take Survey button next to the Survey in the list page Select Copy Shortcut Paste the shortcut into a document such as in Notepad It will appear something like this javascript launchURL bin usurvey key C0128F2DAC9E35658C5442EF7FAB5B33 640 480 1 1 Review Copy the value after key Add the key value to the URL to create the link to your Survey For example http www whatcounts com bin usurvey key C0128F2DAC9E35658C5442EF7FAB5B3 3 amp S1d SSSUBSCRIBER ID TAG Sending the Survey Link In order to access the Survey users must know the URL You can send the URL via an email campaign simply by adding it to the content of your Template 97 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Before deploying the URL ensure that the link works by running a test campaign and clicking the link from the resulting email If you plan to send the link in a Plain Text campaign test the URL by copying and pasting it from the email message to ensure accessibility Viewing Survey Resul
65. aassesanreateatae E seca tetsennessceauniarens 64 Using Other Input TypeS s sssssssssserersrrsrerurnrnrrsnnrnrnrnrnnrnrnrnrnenennnnrnrnrnrrnrnrnrrenne 65 Security Considerado esson innin 65 6 Running and Testing LiStS ssssssss2 OO EEEE E Ee E EEEE AEE E ET E EEE E T E cate E eae eee ee 66 aE a L ERE SUS E E PEE E EA L E A E T E A E 67 SATA MN anrr AE AEEA EE 67 Cuc tomiz d MAING sitiacbctecssuneiesiniaieseceandiiadiarteciesiunasdburaveecsaanniabbeeeedoueibntnsieveace 68 AEE E E EE EE ET E P E E P EE E A T T 69 7 Calendar based PublisShing s s s suzusonnuunnnnnnnnnnnnunnnnnnnnnne 2 O DOCK Ca GS I O PEA T A A sound peace E A E E E 71 8 Custom Fields amp Segmentation sssssss 2 2 2 2 DD creano CU ON FIO eaaapr arine EIE NEI TEENA AAEN AEE ET ETATE 72 Creating Segmentation RUICS sirrrrrrrirrtitsrtanrt ttt tritri NEE eK r EDERA DENDEN CESA EAEEREN 73 Creating Custom Segmentation RUICS ccsscccccccnccnnecnneeeenneenneeeeneeennennsseenneenannennneenans 74 DiaiiigeeeRes siaiccprr ret ee re ee AE ee en re re re 75 ADDIVING SEGIMECNlGUON RULOS ries cc castwcctnneoessctastieothawiavcdannes te AARNE EARANN TEAN ONENEN 77 UMM LISUS E E E TTE E me TE T T TEE TE PETT TT 77 R NNINO LISE for TeSt ee ee ne ee EAEE ee ree 78 EX DOPING EISUS eaae E ged nnonteaunoneh evened eeruhlgcneieeuiarecsanscnatsensmeuneerereseeratus 78 NEVWVaY SamDU O eesriie ratin EE AA A
66. ach row of these files are enclosed within quotation marks and individual fields are separated by commas For example the following might represent an entry for a subscriber named Mary Richards Mary Richards mrichardst whatcounts com 55 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Using the Subscriber Import Wizard is a three step process The first step asks you to identify the source of your data That would be a CSV file located on your own computer or one on your network There are three options available on the first screen of the Import Wizard First record contains If checked WhatCounts will recognize that the first row field headers of data in your file contains header fields used only to identify the contents of each column You ll see these labels in step 2 of the wizard process but they will not be added to your list Import if users even if If checked this option tells WhatCounts to ignore the they have previously fact that a subscriber is on the Opt Out list and import opted out them in anyway Note This option should only be selected in rare cases like testing or if you are importing hard bounced email addresses back on to a list Ok to update subscribe
67. aded note the path at the top of the Media Manager You can create a link to the file you have just uploaded by using that path For example let s say your realm name was whatcounts and you used the Media Manager to upload a file called header gif You could use that image in an email by inserting the following URL into an image tag http media whatcounts com whatcounts header gif You can also use the Media Manager to create folders to better manage your files To create a folder enter a name into the Folder name text box and click the Create Folder icon To upload a file into that folder first select the folder before beginning the Upload File process Display Message Feature Did you ever wish you could place a link in your plain text content that would redirect readers to the HTML version of your e mail message This is possible using the display msg feature If you re still wondering what the application of this new program is consider the fact that a number of your subscribers may still be getting the plain text version of your message Instead of putting links into your plain text copy that directs them to some generic web page on your site you can now direct them to a page that automatically recreates the HTML version of your message This is different from directing them to some generic web page because the page created and rendered by display msg is the same page your HTML readers receive complete with p
68. ags the cacheget tag was designed to pull its content for each message generated during a list run Of course there is a catch and that s why the word cache is part of the command The cacheget tag is designed for applications that require delivering a few unique pieces to many individuals Due to resource constraints this isn t a one to one mechanism In other words it s not possible to deliver messages using unique content pulled from an external source for each and every email But for applications that require some personalization on a broader basis the cacheget command should work nicely 131 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Broadcaster customers can pull unique content from external sources on a per message basis if they like This functionality is restricted for ASP customers because of the enormous resource load it can place on the system s Syntax The format for this command is a little more complex than the simpler get commands but the model is one you may be familiar with as it utilizes the same convention that s applied to URLs basically a name value model 6scacheget commands Where commands can be one or more o
69. ail address of the friend is required However your form can be much more complex including information like the friend s first name last name or a personal message from the subscriber The following input fields are required in your Custom Form code Field Type Required Value Function Name id hidden Automatically generates the ID of the original subscriber allowing us to track who forwarded your message goto hidden 6GOTO The landing page the subscriber will see after the form has been submitted email text The email address of the friend who will receive the message Custom Forms also support the following optional fields Field Type Req d Function Name WEEVILS subject text or The subject of the forwarded message If not included hidden the subject line of the original message will be used message text or Allows inclusion of a message from the subscriber to the textarea friend taxt The first name of the friend which can be used for personalization CExt The last name of the friend which can be used for personalization multi Used to enable forwarding to multiple friends 28 email text Where is a number from 1 to 32 when forwarding to multiple friends Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatC
70. amp count 5 You can also include other tag commands to control sorting and formatting The limit lt number gt t command can also be used to control the number of entries included in the email Limit by Date You can limit which entries are inserted into the template using the lt date attribute gt lt option gt attributes and options You can use it to specify blog entries for a particular day or a date range seblog name lt blog name gt i amp lt date attribute gt lt option gt ss For example the following tag would insert the blog named MyBlog and display only the entries that were added in the current month of June moo SSblog name MyBlog date june The following tag would insert the blog named MyBlog and display only the entries that were added on the 27 day of March in the year 2005 6sblog name MyBlog amp day 27 amp month 3 amp year 2005 The date attribute can be defined using one of the following attributes Attribute Description Displays entries inserted during the designated year Displays entries inserted during the designated month Displays entries inserted during the designated day date lt date gt Displays entries inserted during the designated date In the absence of complete date information the current day month and year is assumed 115 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitute
71. an also change the order of Options or delete Options from the list Deleting or reordering an Option will cause the remaining Options to renumber ensuring that the number order remains sequential Answer Order Option Hext Page Delete wife 1 Less than 1 month default 1 bess than month Peta a 2 1 ta 6 months default O a e Oee Getei A vj 2 6 months to 1 year default Ea AAE 41 to 2 years detautt x O alfa 5 More than 2 years default x no answer Create 4 Neve Option Figure 43 Option List The Survey Question page lists the following information for each Option Column Definition Answer Radio button to select this Option as the correct answer lt ts the a ean ae eee Order Button to arrange the order of the Button to arrange the order of the Options The Options as text links to each Option s settings Next Page The id number of the page to go to if this Option is selected oT I i the Survey Delete Button to delete the current Button to delete the current Option Table 1 Option List Details Creating and Editing Options When you first define a Question the Options Answers textbox will appear at the bottom of the screen You can define multiple Options by entering each Option on its own line Click Update to accept these changes After the initial setup the Options you have defined will appear in a list from which you can further select and modify each Option 94
72. ata button Adding a Poll to your Email WhatCounts has a wizard that will create the HTML for your poll automatically On the main Polls screen select the Wizard icon next to your poll name The only selection you need to make in the Poll Wizard is whether your poll will be used in an email or on a web page A poll in an email will use a form method of GET while one on a web page will use POST Select the Continue button and you will be brought to a screen containing the HTML for your poll Copy this HTML into your template or add it to the HTML for your webpage As long as the poll is marked as active responses for your poll will be tallied by the system Note In order to use a poll on a web page it must be anonymous Viewing Poll Results Since poll results are collected and stored in real time you can see them whenever you wish Just click on the icon of the pie chart under View Stats for the any poll in the poll list You ll see the question you entered for the poll along with the total number of responses and which answers were chosen The information is displayed graphically To send this information to yourself via email click on the link labeled Email summary To send the information along with a list of participants click the link labeled Email Summary w respondents You will only be able to obtain a list of respondents for polls that are not anonymous To clear the poll results open the P
73. be the bounced user Soft Bounces A soft bounce is a message that couldn t be delivered due to a mailbox being temporarily full or a message being sent from the user s system indicating they re on vacation or some similar informational type response A soft bounce will never turn into a hard and those subscribers will not be removed from your list Manual Opt Outs This value indicates the number of recipients of your message that manually opted out or unsubscribed The total number of unsubscribes usually equals the total number of manual opt outs plus the total number of hard bounces Note Bounce statistics can only be accumulated if you are using a WhatCounts bounce address for your list 120 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Top Domains The Top Domains tab shows you the domains that make up the majority of opens and click throughs for your campaign Compare The Compare tab shows the open and click through rates for the last few similar campaigns Also on the Campaign Detail screen are the following links e HTML Displays a snapshot of the HTML content that was sent out for this campaign e Plain Text Displays a snapshot of the plain text content that was
74. bscribers Folder Select to which Folder the List is assigned Groups Select to which Group or Groups the List belongs 3 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Some customers opt to use the bounce address as the Reply To and From Addresses as well This is based on your preferences When a bounce mailbox is created a customer service email address will also be setup for that box with an email address that you have supplied Any replies received at the bounce address that are not identified by the bounce server will be forwarded to the customer service email address For example when a subscriber replies to the email with Unsubscribe or Out of Office the bounce engine will track and discard those messages automatically Any other valid replies will be forwarded to the customer service address An example of using the bounce address for all three address fields would look something like the following Formatting Options Tracking Advanced Customer whatcounts testing Name WC TestList Template From Address C eworesponse whatcounts com gt a Address WC ewet EMAIL REF i response whatcounts co Mote For From and Reply To addresses put the decorative portion in quotes
75. cs like zip code state or country Maybe you re planning on using both Are your selection criteria exact enough to cover your audience without being too specific In other words does your model fit into the few to many scenario best addressed by the cacheget feature For example trying to deliver ads by passing the email address of the recipient to your ad server probably wouldn t work It would represent a one to one model and would not be resource efficient Test your template by creating one or more users with differing selection settings associated with them via custom fields and then send test messages to them The cacheget command can be used to pull any type of content be it text HTML image tags you name it As always some experimentation and testing is recommended before you attempt a large deployment Image based Advertising If your advertising requirements call for delivering image based ads with unique URLs you don t have to use the get family of commands to pull content You can simply embed personalization elements into your template that will be part of the generated content delivered to your users 134 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc 14 Appendix A Tags and Elemen
76. ct a predefined template from the Template listbox This list will include all templates that are defined in your customer realm You can also create a new template by clicking the Create a New Template link After selecting a template click Update to save the settings Copying a Page You can copy a Page along with its related Questions and Options to another Survey However next page definitions will not be carried over To copy a Page to another Survey select the Survey from the Copy Page to Survey listbox and then click Copy When the copy is complete the Survey to which the Questions Page was copied will display the Survey page 90 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Question Management List Each Survey Page page lists the Questions defined for the Page You can go directly to a Question by clicking the link to each in the list Order Question Delete i ES How long have you been using the WvnatCounts plattorm x Bin oie How many people in your organization use the VvwhatCounts platform Pa AD How would you rate your overall experience P Create A Mew Question Figure 41 Question List You can also change the order of Questions or delete Questions from the list Deleting or
77. d disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Smain link The URL to link to the main Blog page Sblog create link A link to create a new entry if permissions are met 6sSblog create_wizard_link A link to create a new entry using the Post New Entry wizard if permissions are met This is the preferred method if you have created entry definitions Example Template Code An example Blog Page template may use the following code which is a copy of the Basic Orange used on the WhatCounts site It is presented with inline comments lt DOCTYPE HTML PUBLIC W3C DTD HTML 4 01 Transitional EN gt lt ncml gt lt BEGIN HEADER gt lt head gt tii Slog Ciele was sinelicgecdmiisinGg Ehe e e blon ele tag Though not required it provides the web based reader with the name of your blog in their browser s title bar gt lt title gt Sblog title lt title gt lt Reo SUPPORT The following link tags allow you to drag the blog URL directly into most newsreaders This is possible because the links use the Sblog url tag and append amp cmd rss to the URL This tells the blogging system to deliver RSS 2 0 content in XML instead of HTML gt lt link rel alternate type application rsstxml title RSS 1 0 href S Sblog url amp cmd rss gt lt link rel alternate type application rsst xml
78. d diagnostic information which may help you determine the reason why the blog is not rendering For example the following tag would insert the blog name MyBlog and allow the user Mary with the password mypass to access the blog If the security permissions fail then an error will be displayed instead 6Sblog name MyBlog amp user Mary amp pwd mypass amp debug 1 Blog Entry Attributes When blog entries are displayed you can specify how you would like them to appear such as the order in which they should be sorted You can also limit the entries to display only a certain number or up to a certain time frame Like advanced attributes you must explicitly define the name of your blog using the command name lt blog_ name gt 114 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Limit by Number Blogs can contain many more entries than you would like to include in your email content You can limit the number of entries that are displayed by using the count lt number gt command 6sblog name lt blogname gt amp count lt number gt For example the following tag would insert the blog named MyBlog and the five most recent entries 6sblog name MyBlog
79. d Lists Next to each field you ll also find a Friendly Name and a Description Use these to assign names and descriptions you d like your subscribers to see These may differ from the internal names you ve given to your Lists and Custom Fields 61 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re How Subscribers Change Their Profiles A link for Profile Editing can be placed directly into your message content whether it s HTML plain text or another format To provide a Profile Editing link for your readers within a template simply insert the following code into your template lt a href http whatcounts com bin sie id sSUBSCRIBER ID TAG S gt Edit Protile lt a gt Note If you have established a Base URL you can replace whatcounts com in the above link with your Base URL The rest of the link should remain the same When your readers click this link they will be taken to a web page where they can edit the information you have setup Allowing Web based Changes Sometimes you ll want to give your readers the chance to edit their profiles directly from your web site A good example of this might be someone who wants to change their email address without a current message from you
80. d to send special content only to AOL users select this box Doing so tells WhatCounts to deliver the AOL version of your template to all AOL com subscribers on your list If you have not prepared special AOL content and have this box checked your plain text content will be sent to anyone on your list with an AOL com email address Automatically wrap Plain text email can look awkward if the lines within the plain text and AOL message do not have breaks in them content Enabling this feature tells WhatCounts to automatically wrap your plain text content at approximately the 65 character length Wrapping only takes place on word boundaries Automatically wrap Enabling this feature will wrap HTML content Although HTML removes you will not be able to visually detect any difference the unnecessary spaces size of your email message may become smaller thanks to wrapping Because HTML often contains extra white Space the wrap HTML feature attempts to remove this extra information without effecting how the content is viewed Options WhatCounts makes operating confirmed double opt in lists easy and the options tab lets you specify whether your list will require subscribers to confirm their sign ups and cancellations This is also the place where you will specify landing pages for when people run your sign up forms Creating these forms will be discussed later in this document Customer Confirmations For each Customer Confirmation
81. de 4 Click Continue This will display an overview of how the list will be sent Click Send to run the list click Back to change your options or click Cancel to cancel the list run Customized Mailing A customized mailing is more similar to using the Run List option to deploy a campaign but it is presented in steps Also the customized mailing allows you to enter content for any fillin values you defined in your template To deploy a customized campaign Go to Lists gt Run Wizard This will display the First Step Select the List Name Template and Format option Select the option I need to customize some of the mailing settings ee ee Click Continue This will display the Advanced Options 68 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Advanced Options Do you want to send mail to everyone on the list or do you want to split it up segmentation VhatCounts v Do you want to limit how many emails are sent No process normally Limit total emails to oOo e Do you want to execute a set data macro for each recipient in your list Set Data Macro Do you want to name this campaign Campaign Alias OOO A Figure 27 Run Wizard Advanced Options Select th
82. do this 1 Go to Content gt PowerURLs to view the list of PowerURLs 2 Click the PowerURL code group or URL in the list This will open the Edit Create PowerURL page displaying the settings that have been defined 3 Click Clear Data to delete the current statistics Media Manager In most cases files for your email campaigns will be hosted on your servers This may include images or supplementary files you would like subscribers to access or download However because of bandwidth concerns or difficulty in uploading files to your own server you may prefer to have WhatCounts host those files for you You can do this with the Media Manager The Media Manager allows you to upload files to the WhatCounts media server Once the files are uploaded you can use the path designated at the top of the Media Manager window to access the file in your email such as an image display or a linked for users to download To upload files to the Media Manager 1 Go to Content gt Media Manager 2 Next to the File name text box click Browse to find and select the file 4 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re 3 Click the Upload File icon to upload the selected file 4 After the file is uplo
83. document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re se callouts or Displays the article s callout You may or may not want cSartcicie cole to use this in your article as it will likely be used as the teaser to the article inside your email 3 Sbody or Displays the article s body wherever this tag appears SSarticle body seSauthor email Displays the article author s email address wherever this tag appears ssSauthor bios Displays the article author s bio wherever this tag appears ssSauthor_name s Displays the article author s name wherever this tag appears In addition to all the above tags you can also include personalization tags since every page that s displayed by the Microsite Viewer gets dynamically associated with a particular user via the sSUBSCRIBER ID TAG tag So you can include things like Se5emai lss Sor Lret es SSSlast You can also include custom tags and the built in tags to display date and time Protected Form based Emailing Have you ever wanted to create a form that collects data and emails it to you or someone within your organization Maybe you need a request form for products or technical support Although it may sound easy platforms like WhatCounts place restrictions on that type of form proces
84. e text name email 1 gt lt td gt lt td gt lt input type text name first_1 gt lt td gt lt Er gt In order to add more inputs simply increment the value after email and first lt form action http whatcounts com bin ftaf anon method post gt lt input type hidden name cmd value send gt lt input type hidden name slid value INSERT VALUE HERE gt lt input type hidden name goto value SSGOTO S gt lt input type hidden name multi extended value 1 gt lt table border 0 gt lt tr gt lt td colspan 3 gt Forward your message to a Friend lt td gt lt tr gt lt r lt td align right gt Subject lt td gt lt td colspan 2 gt lt input type text name Subject value A friend wanted you to see this size 30 gt lt td gt lt tr gt i al lt td align left gt nbsp lt td gt lt td align center gt Email lt td gt lt td gt First Name lt td gt lt tr gt lt i gt lt td align right gt Friend 1 lt td gt lt td gt lt input type text name email 1 gt lt td gt lt td gt lt input type text name first_ 1 gt lt td gt CIETS lt Er lt td align right gt Friend 2 lt td gt lt td gt lt input type text name email 2 gt lt td gt lt td gt lt input type text name first 2 gt lt td gt lt ti LTIS _ 3g Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to
85. e New List Run Wizard Copy List Create Forms HTML Wizard Compare Lists View Tasks Figure 1 Lists menu Creating a List List creation and editing is managed through a simple tabbed interface The tabs to manage list properties include Name amp Addressing e Formatting e Options e Tracking e Advanced To create a new list go to Lists gt Management gt Create New List Enter a List Name and set the List Type to Normal then click Create To edit an existing list go to Lists gt Management gt View Lists and select a list to view 26 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Name amp Addressing The Name amp Addressing tab allows you to specify the addresses template and description you want associated with the list When you update the information on this screen you will receive a warning if you do not have a template associated with your list This warning can be safely ignored Name Give your list a name that will make it easy to identify according to use For a list of customers you might name it Customers Template Templates hold the content of your email messages This listbox allows you to associate one with your list From Address How do you want
86. e Segmentation rule Optionally you can name the campaign by entering a name in Campaign Alias Click Continue This will display an overview of how the list will be sent 2 ee Click Send to run the list click Back to change your options or click Cancel to cancel the list run View Tasks You can check on the progress of your campaign or determine where it is in the queue To do so select Lists gt View Tasks The Tasks and Scheduled Events page will display a list of the tasks currently being processed in the system including campaigns reports imports and exports It also displays the tasks that have been scheduled to run up to 24 hours in the future Tasks that do not belong to your realm will be marked as Anonymous 69 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc 7 Calendar based Publishing The WhatCounts system makes it easy to automate your email publishing tasks Using the built in calendar you simply select a day you want to publish and press the link labeled Schedule Publishing Event Today Today represents the calendar day displayed in a different color from the other days Quick Guide Lists Content Subscribers Segmentation Research Customer Center lt November 2004 pe Schedule Publish
87. e email addresses of the subscribers you wish to batch subscribe into the entry area below Separate addresses by carriage returns CR commas semi colons or spaces Then check the lists you want these users to be subscribed to as well as the format and press the Subscribe button E Mail Addresses Lists C Bounce Mailbox Plain Text CFTAF Plain Text CI normalList Plain Text x CI superList Plain Text x Cl WhatCounts Campaign Plain Text Figure 23 Batch Subscribe page Subscribing one or more individuals through this interface is straightforward Enter or paste a group of email addresses separated by commas spaces or semi colons and mark the list or lists you want them subscribed to If you want to include a column from Excel just select that column of data copy it to your clipboard and paste into the batch import screen 57 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re After pasting or typing in your email addresses select one or more lists to subscribe them to and for each list select the format you d like to assign them If your list is utilizing the formatting sniffing feature you can safely set your subscribers to receive plain text and rely upon
88. e list of blogs 2 Click the name of the Blog from the Blog Name column in the list This will open the Edit Add a Blog page displaying the blog properties 3 Edit the blog and then click Update to save the changes Deleting a Blog To delete a Blog 1 Go to CONTENT gt BLOGS gt VIEW to view the list of blogs 2 Click the name of the Blog from the Blog Name column in the list to open the Edit Add a Blog page 3 Click Delete to delete the blog its content and statistics Warning Deleting a blog will remove it as well as its associated content and statistics from the database Any links to the blog will no longer work so be sure to update any active templates or web pages that call or reference the blog Testing the Blog After you select the Create button on the Edit Add a Blog page you will be returned to the list of Blogs Before you make your blog public be sure to check that the layout and formatting are as you expect To view or test the Blog click the button from the View column in the list Your blog will be displayed in a new window This is the actual working blog Navigate through any links that have been included and ensure your blog is setup correctly You can also view your blog from the Edit Add a Blog page when you edit your blog by clicking the button near the bottom left of the page However any changes you have made will not be reflected until you click Update to save your changes
89. e only represents the number of HTML recipients that opened your message As there is no way to calculate open rate on text messages it may or may not represent the actual number of people that read your content Additionally the preview window of Microsoft s Outlook email clients will trigger the open detection system of WhatCounts giving you perhaps a false positive indication of your campaigns effectiveness Click Through Data Click through statistics are also available on the first screen where open rates are described To see which of your message s links were actually clicked and which were the most popular select the Click throughs tab Here you ll see a list of links with the most popular ones shown first For each entry you ll see the total number of times the link was clicked the total number of unique users for each link the percentage of time that link was clicked relative to all the messages sent as well as relative to all the other links 119 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Click through statistics are a great way to gauge the effectiveness of your campaigns They can t be fooled by Outlook s preview window and WhatCounts can track them for plain text and A
90. ed If not you will receive a warning with information about how to fix any mistakes 4 Once the command has been validated select a list and then click Test Against to verify the query will retrieve the information you want 5 Click Create to save this rule or click Cancel to return to the Segmentation list Defining a Command A command is composed of at least one field and operator and can also include one or more values Common formats for commands include e field operator ie custom interest not exists e field operator value ie first beginswith bob Other example commands include e zipcode gt 98000 and zipcode lt 98100 o Company ace pr company acme and updated date gt 2U01 01 01 Parentheses like in the example above are necessary if you are checking more than two fields This helps the query group operations Use double or single quotes Surround text or date values Numerical values do not need any special designations 75 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Fields The Fields list displays the default fields that are available to query You can also query custom fields by preceding the field name with custom_ For example a cust
91. egmentation rule So if you wanted to test an offer to three groups out of a one million person list you might select a segmentation that first pulled out 100 000 users perhaps those belonging a certain state or matching other criteria Then the wizard would begin splitting up that Sub group n ways Create oo Process List Bounce Mailbox segmentation All subscribers Type Linear Random Number of segments Apply Pattern ta Field Hote all values for this custom field will be deleted segmentation Rules v Create rules Name M as 11 15 04 10 32 15 Cancel Continue Figure 31 n Way Sampling Wizard 79 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re WhatCounts has the ability to manage polls that you can include in email messages or on your web site Polls are a great way to capture information from your user community either for business or entertainment reasons Like other features within the WhatCounts system polls collect and display their results in real time They can operate in two modes registered or anonymous An anonymous poll can be accessed by anyone anytime Results are collected but there is no mechanism available to prevent ballot stuffing Likewise
92. el you can create HTML pages for the stages of the Profile Edit process upload them to your web site then enter the URL for the pages you have created in the SIM interface http www whatcounts com bin subscriber_ information management You can also create templates in WhatCounts to use for these pages If you are using a template simply enter the ID of the template next to the appropriate item in the SIM interface Note To determine a template s ID open any template and look at the address bar of your browser The value after amp id is your template s ID The following are pages that can be defined through the Subscriber Information Management interface Content Envelope Defines the location of a template or HTML page to use Wrapper This envelope wraps around the content throughout the Profile Edit process to control the overall look and feel If you want to specify a template defined within our system enter its template ID number Otherwise enter the URL where your page is located Use the ssBopy33 tag in your template or HTML page to define where the content the wrapper surrounds should be placed on the page Profile Edit Form The Subscriber Information Management system automatically generates a form to use based on your selections in the SIM interface If you d like to control the look and feel of the form you can define your own template to use here As with the Content Envelope Wrapper enter t
93. eld Name Comparison Operator Value Select a field name Select a comparison type select afield name Select a comparison type ajaa Select a field name Select a comparison type Figure 29 Edit Add Segmentation Rule page 73 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Field Names The field name drop down will list all the built in field names as well as any custom fields you ve defined Custom fields will be designated by a leading asterisk symbol Comparison Operators Comparison operators select the test to perform against the selected field and the value you provide Operators are broken into three distinct groups Text Number and Date Operator Type _ Operator Description comparison and may be case sensitive T Is the Feld not equal to the value z ls the field ess than or equal to the value iyyvy mm dd ls the date less than or equal tothe value gt is the date greater than or equal tothe value Is the date equal to the value ANIATA ll ll Hil V ll Note Unlike the other Date Comparison Operators any value other than a date like hours minutes and seconds will be ignored Creating Cust
94. elect to which Folder the Article is assigned Groups Checkbox options to define to which Group the Article belongs Wrap text for editing only Checkbox to display the content of the Body textbox as wrapped to facilitate editing Cancel Button to cancel creating the Article and return to the Articles page Create Button to save the Article Using Articles within Email Templates You can include Article content in your templates by using special Article tags and scripting For example the following code will display the body of the Article soarticle article names You can also use logic with Article tags For example if you want to include the article body only when the variable val is equal to 1 then use the following code Soir val 1 then tnelicdearticle article names You can include sub elements of your articles using a slightly different naming convention which is modeled after the way parameters are specified in web pages The following code will display the designated element of the article where article name iS the name of the article and element is one of the supported Article tags SsSarticle name article name amp type element S For a list of Article tags and elements see Appendix A Article Tags Note Article names are case sensitive so be sure to enter them properly 47 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade
95. en name sCONFIRM GOTO S gt lt Input type hidden value 0 fame skip coni irm gt Profile Edit inputs lt input type submit value Update name cmd gt lt input type submit value Cancel name cmd gt lt form gt The inputs ENvV GOTO and CONFIRM GOTO will all be pulled from the values you entered in the SIM interface sEID will generate an encoded ID tag for your subscriber The rest of your form will contain the fields you would like your subscriber to be able to change Note The inputs in your custom form must match what you have checked in the SIM interface as allowable for your subscribers to edit You may recognize these tags from discussions of personalizing your templates These are the standard WhatCounts Subscriber Data tags As is also the case with other forms you may have used with WhatCounts like subscription forms custom fields can be used in your Profile Edit form by naming your input 2 Scustom field name without the brackets Remember field names are case sensitive so you must use them in your form exactly as they were initially set up in Segmentation gt Custom Fields Let s say you have a custom field called Gender the input in your custom Profile Edit form would be lt input type text name custom Gender gt Notice the capital G in Gender 64 Copyright 2005 WhatCounts Inc his document contains proprietary information t
96. ens can only be tracked in HTML click throughs are tracked in all formats Advanced Advanced list features are discussed here because you will inevitably be exposed to this part of the platform s interface However these features should not be used until you are extremely familiar with the platform and understand all of the features related to tracking scheduled publishing custom fields and campaigns Base URL When your list is sent with tracking enabled all links are replaced with ones that carry the whatcounts com domain name Since links are hidden in HTML the only time the WhatCounts domain would be readily visible to users would be in plain text If a Base URL has been defined in your Realm properties you can set it for your list by selecting it from this field This allows all tracking links in your messages to carry your company s domain name branding 7 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Your organization can setup a DNS host alias to the WhatCounts tracking system such as tracking lt yourcompanysite gt com Your Realm administrator can add the Base URL to your Realm properties by going to ADMIN gt VIEW CUSTOMERS and adding the alias to the Base URLs text area Fo
97. entages instead This is especially useful if you expect a small number of responses to your poll That s all that s required to create a new poll You may create as many polls as are required for your campaigns Testing Your Poll After you select the CREATE button on the Edit Add Poll screen you will be returned to the list of Polls click on the test icon gear for any poll in the list Your poll will be shown and you ll be allowed to test it Entries will be recorded and you ll be able to see the results when you re done If you entered a Landing Page you will be taken to that URL after selecting ENTER Otherwise you will be sent to the WhatCounts default thank you page Note In order to test your poll in this manner it must be an Anonymous poll If your poll will not be anonymous you 82 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re can temporarily set the poll as anonymous for testing or run the list to yourself using a segmentation rule and test your poll that way To view the statistics for your poll select the VIEW STATS icon next to your poll name on the main Polls screen To clear the poll results after you have finished testing open the Poll and then click the Clear D
98. erURLs 2 Click the PowerURL code group or URL in the list This will open the Edit Create PowerURL page displaying the settings that have been defined a To edit the PowerURL make your changes and then click Update to save the changes b To delete the PowerURL click Delete Warning Deleting a PowerURL will remove it and all the information associated with it from the database If users still have access to the link they will receive an error when it is clicked but it will no longer be the error page that you have designated in the PowerURL settings since this information will no longer exist Testing the PowerURL Before using the PowerURL you should test it to make sure it will redirect to the expected URL To test the PowerURL click the button next to the URL on the PowerURLs list page You can also the test the PowerURL by clicking the try link next to one of the Public URLs on the Edit Create PowerURL form Testing the PowerURL will cause a click through to be recorded so you may wish to clear your statistics before using the PowerURL publicly To do this see Clearing Statistics below Using PowerURLs After you have created and tested your PowerURLs you can get the PowerURL by accessing the PowerURL settings from the list page and then viewing the Public URLs The Public URLs lists three options that you can use to access the PowerURL All three work exactly the same and can be used interchangeably
99. ersonalized information It s worth mentioning that this feature acts like an archive for your HTML content Every time you run a list the HTML version of your template is archived and permanently associated with a unique campaign So whether you change or delete your templates your readers will always be able to view your original HTML content for any campaign There are security ramifications to consider since in effect a web page is now being created that anyone on the Internet can see that could potentially reveal personal information about your subscribers However we believe these risks are low for the following reasons e The ID tag created is an encrypted tag that s not sequential in nature so it s difficult for someone to create a program that sits in a loop and attempts to display content e You control the amount of information displayed In other words you control which tags are used within the HTML cell of your template 43 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Using Display Message To create a link in your plain text or AOL content that directs readers to the display message program add one of the following http www whatcounts com bin display msg id s SUBSCRIBER ID T
100. et When the editor loads the WYSIWYG tab will be selected You can begin entering your content into the area provided Using the buttons at the top you can add bullets and tables to your email as well as change the appearance and format of the text The WYSWYG Editor allows you to perform the following actions on the content Action Button Description Use to copy text Same as CTRL C Use to cut text Same as CTRL X Paste Use with the copy and cut functionality to paste text Same as CTRL V Use to insert bullet points into the template 17 Insert List Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Increase Use to indent text Indent Decrease Use to decrease any indents Indent Undo Use to undo the last action Click again to undo the action before that Redo Use to redo the last undo action Click again to redo the action before that Insert Use to insert a horizontal line Horizontal Rule Insert Table sz Use to insert a table by specifying the desired table properties Load Images Use to insert an image Bold Use to bold or un bold text Same as CTRL B Underline Use to underline or un underline text Same as CTRL U talicize J Use to italicize or un ita
101. ets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re List Company Newsletter Template newsletter 20041110 Format HTAAL Result Analysis suggests that your content will probably pass most Ez filters Score 1 0 Threshold 5 0 Analysis Content analysis details 1 00 points 5 required OPT_OUT 0 0 points BODY Talks about opting out lowercase version HTML_WEB_BUGS 0 1 points BODY Image tag with an ID code to identify you HTML_60_70 0 1 points BODY Message is 60 to 70 HTML HTML_MESSAGE 0 1 points BODY HTML included in message NORMAL_HTTP_TO_IP 0 7 points URI Uses a dotted decimal IP address in URL Header From David Geller Z WhatCounts lt davidg whatcounts com gt To amber whatcounts com Date Tue 09 Now 2004 16 10 30 0000 Subject WhatCounts November Newsletter Preview WhatCounts lt a November Newsletter Prepared on Tuesday November 9 2004 Figure 12 Content Analysis results The Result will display a summary of whether or not the message will pass most content filters The Score is how the content rates against a common filter Each item that the filter finds adds to the score A lower score means the content is less likely to be caught by a spam filter A score of 5 0 or above means it is highly likely that the content will be marked as spam Most messages average 2 5 in
102. f the Survey Page page and then defining the Question settings A Page can contain as many or as few Questions as you would like Quick Guide Lists Content Subscribers Segmentation Research Customer Center List gt Survey gt Page gt gt Question Survey Question Copy y natCounts Customer Satisfaction Survey Question to Survey Question How long have you been using the WhatCounts platform Type Radio Button x Required F Page 4 x Align Form Field Options orical v Textbox Select Size TextArea Rows Cols Ranking Range Width least Text most Text Options Answers Enter options ansywers for this question below one option ansyer per line Figure 42 Survey Question page with Option textbox The Survey Question page provides a form that allows you to set the following parameters Field Definition Question Textbox to define the text of the Question Type Listbox to select the form type to display the Question and its Options Possible types are Checkbox Radio Button Select Option List Drop Down Select Option List Scrolling Ranking Matrix Table Text Box Text Area Field 92 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts U
103. f the following Description Tag timeout This is the timeout value in seconds that should be applied to the URL When a particular entries times out the system will automatically refresh the cache by going out and obtaining a new copy of the content If it hasn t timed out then content is pulled from an in memory cache The default value is 300 seconds 5 minutes Example timeout 300 fix_relative Modify the content so that relative URLs are updated with protocol and host information Relative URLs within stylesheet directives image tags anchor tags and table cells will be corrected The number 1 is used to signify yes or on Example fix_relative 1 wrap Wrap the content at the specified character length Wrapping occurs on word boundaries This command is useful for paginating plain text The effect on HTML is benign so there s no reason to use this command with HTML content The number 1 is used to signify yes or AMY WI i on Example wrap 1 url Specify the URL to load Can include personalization elements using the double hash convention see examples below Example url http www yahoo com 132 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re
104. fected by background image or color settings in the original email e Custom messages or subscription forms can be added e Forms and landing pages can be branded e Viral activity can be tracked Using FTAF The FTAF feature has several options However to experiment with it in its simplest form include a tag like the one below in your HTML content lt a href http whatcounts com bin ftaf id ssSUBSCRIBER_ID TAG gt FTAF lt a gt Replace the word FTAF above with your own message like Forward to a friend or Email this to a friend You can also use an image Note If your organization has already established a DNS alias that points to the WhatCounts servers for link tracking you can substitute your base URL in for whatcounts com 27 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Branding FTAF If you would prefer not to use the WhatCounts branded pages for FTAF everything can be customized to have the look and feel of your organization Custom Form The FTAF Form is the first step in the Forward to a Friend process This form can be included in the email or on an external page that is accessed via a link in your message In order to forward a campaign message only the em
105. for plain text HTML and AOL content Creating templates starts in the Content menu Quick Guide Lists if Subscribers Segmentation Research Customer Center Tiew Articles Create New Template Polls Content Analysis Surveys Power URLs Tracking Exclusions Calendar File Manager Media Manager Figure 5 Content menu Creating a New Template To create a Template you must enter a subject for the resulting email message as well as the content to be sent The Edit Create Template page allows you to name a Template and define the content It also provides some advanced settings to enhance the formatting and manage the Template To create a new Template 1 Goto Content gt Templates gt Create New Template This will display the Edit Create Template page 2 Inthe Edit Create Template page you can type paste or import content To create the Template fill out the form fields 13 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Quick Guide Lists Content Subscribers Edit Create Template Customer whatcounts Name Subject appears in your outbound e mail Plain Text gt Import E View URLs gt View Tags wa Templa
106. ght 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Survey Pages Survey Pages are very simple containers that allow you to define a template to use when displaying the page and to define Questions for the page A Page must be defined before Questions can be added to a Survey This is done by clicking the Create a New Page link at the bottom of the Survey page and then defining the Page settings Quick Guide Lists Content Subscribers Segmentation Research Customer Center List gt Survey s gt Page Survey Page 1 Use Default Copy yhatCounts Customer Satisfaction Survey x Create a new template Page to Order Question Delete Diy How long have you been using the WhatCounts platform x ADAM How many people in your organization use the vhatCounts platform alla How would you rate your overall experience x Create 4 New Question Figure 40 Survey Page page The Survey Page page allows you to set a template for the Page and define Questions as well as copy the Page to another Survey Defining a Page Template Each Survey Page can be rendered in a different Template By default every Survey Page will use the Default template defined in the WhatCounts platform To change the template sele
107. go about that taking advantage of the article feature inside your email template and the Microsite Viewer to enable your reader to see the whole thing e Create your email template and include the callout capsule summary of your article using a tag similar to article name Test Article amp type callout3 This will display just the callout of your article in your newsletter 49 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re e At the end of that include a link to display the full article using the Microsite Viewer using a anchor tag similar to one of the following make sure it s all on one line in your HTML lt a href http whatcounts com bin msv id sSUBSCRIBER ID TAG amp a Te st tArticle amp t Test Template gt Read More lt a gt lt a href http whatcounts com bin msv a MSV Test amp r whatcounts gt Read More lt a gt The first sample above shows how the Microsite Viewer can take subscriber information S SUBSCRIBER ID TAG to determine your customer code It also allows the viewer to display personalized information inside your article The second method of using the viewer is in anonymous mode The example shows the program displaying an article named MSV Test for the
108. hat constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Using Other Input Types One benefit of creating a Profile Edit custom form is that you are not constrained to using only text inputs You can use any input you would like to include in your form radio buttons checkboxes or drop down select lists Although you are free to choose your input besides using a text field the only way you can get a subscriber s current value to display in a Profile Edit form would be to use a select list For example lt select Name custom Gender gt lt option value sScustom Gender s gt ssScustom Gender s lt option gt lt option Valie o gt HSs4 4ee lt ootion gt lt option value male gt Male lt option gt lt option value female gt Female lt option gt lt select gt If you had a custom field called Gender and included this input in your Profile Edit form the subscribers current gender value would be displayed at the top of the drop down menu If the subscriber did not currently have a Gender value in his or her subscriber record the top option in the select list would be blank Security Considerations The subscriber Profile Management resources were designed with the end user s security in mind After a Profile Edit form is submitted the end user receives a c
109. hat s all you were going to include you wouldn t need to create a custom Envelope at all The default Envelope used by WhatCounts includes code to pull in the message from the subscriber to the friend as well as the content from the original campaign It looks something like this lt table gt lt tr gt lt td gt ti message s lt tde lt tr lt table gt o BODY o o An Envelope with a message and subscription form would look similar to this lt table gt SEES lt td gt lt p gt message lt p gt lt td gt sJ er gt cr lt Ld gt lt hre lt td gt lt I Etr gt lt tr gt nam lt p gt Enter your email address and Subscribe lt p gt lt form action http www whatcounts com bin listctrl method get gt lt input type hidden name slid value INSERT SLID VALUE HERE gt lt input type hidden name cmd value Subscribe gt lt input type hidden name goto value gt lt p gt E Mail lt input type text name email size 25 gt lt input type radio name format value plain gt Plain text lt input type radio name format value htm1l CHECKED gt HTML lt p gt lt input type submit value Subscribe gt lt Torm gt lt p gt lt i gt Jee lt LoeAneo lt td gt lt tr gt lt table gt o BODY ae o 33 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compro
110. hat would create a total of 96 campaign records in one day or 672 in a week It s nothing the WhatCounts system can t handle but will you be able to efficiently utilize that much information A list with the sticky campaign option selected will have a single campaign record All of the open and click through events will be recorded for that one campaign regardless of when they took place Setting a list to have a sticky campaign is done on the ADVANCED tab of Edit List 71 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc 8 Custom Fields amp Segmentation Custom fields allow the WhatCounts system to adapt to your information and the way you use it within your organization In essence custom fields allow you to extend the WhatCounts database so that it stores data you ve defined and associated with all your users or recipients Suppose your organization has the notion of membership Some users are members and some are not Now suppose you ve been keeping track of that information by storing a Y or an N in your database in a field named membership_status To extend that level of detail to the WhatCounts system you simply need to create a new custom field named membership_status and import that info
111. he template ID if you want to specify a template defined within our system otherwise use a URL Note If your form contains fields that have not been configured in the SIM interface they will be ignored Landing Page Defines the page a subscriber will be sent to once they have submitted their update request Confirmation Landing Defines the page a subscriber will be sent to ona Page successful confirmation 63 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Custom Profile Edit Form There may be cases where you ll want to create your own Profile Edit form rather than use the one generated by WhatCounts The reason for creating your own form could be a desire to change the layout or edit the input types The inputs in the form generated by WhatCounts are all text inputs This can be problematic if you are trying to constrain your subscriber s responses to a few select choices like y or n Here s a Skeleton of the code you d need to create your own Profile Edit form lt form action http whatcounts com bin sie method post gt lt input type hidden value SSEIDSS name eid gt lt input type hidden name SSENVSS gt lt input type hidden name S GOTOSS gt lt input type hidd
112. he Super List You may wish to add some type of information to the name to differentiate it from normal Lists For instance you may precede the Super List name with the text super_ Template Select the template that contains the content you wish to send to every list s subscribers Description Just like the Name field the description allows you to identify the purpose of the list This is an optional field but is useful if you have multiple Super Lists that contain the same Lists Admin Email Enter an optional email address for a list administrator If another email address is not specified the Admin Email is also used as the From address for cancellation and subscription request completion notices Folder Select a folder if you would like to assign the Super List to a one Groups Select a group if you would like to assign the Super List to a one To add a List to the Super List a b Select a list from the Available Lists Click the double arrow button to move the list to the Member Lists To remove a List from the Super List qd Select a list from the Member Lists b Click the double arrow button to move the list to the Available Lists 6 Click Create to save your work To edit an existing list go to Lists gt Management gt View Lists and select a list to view 10 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets a
113. he blog in a new window e Configure opens the blog settings in the Edit Add a Blog page e Post New Entry opens the Entry Wizard Also listed are the name of the template that the blog is displayed in the date the blog was created and the date of the last post Statistics and Charts The blog statistics are displayed in several charts with the option to see the last 24 hours seven days two weeks or last month In addition you can view which links have been clicked and how many times To access each chart or graph click the related link Overview Select Overview to display a line graph of the total number of visits to the blog in the selected period 110 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Top Referrers Select Top Referrers to display a pie chart of domains from which viewers accessed the blog in the selected period Top Domains Select Top Domains to display a bar chart of the total number of visits per domain in the selected period RSS Select RSS to display a line graph displaying the total number of visits to the blog from an RSS feed in the selected period Click Throughs Select Click Throughs to display the URLs defined in your blog and the total number of clicks each has ge
114. his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re lt input type text name Subject size 30 value A friend wanted you to see this gt lt td gt lt I gt lt Cr gt lt td gt Send to lt td gt lt td gt lt input type text name email size 30 gt lt td gt lt tr gt Lie lt td valign top gt Message lt td gt lt td gt lt textarea name message cols 30 rows 4 gt lt textarea gt lt td gt lt tr gt lt C gt lt td colspan 2 align right gt lt input type submit name Submit value Send gt lt td gt IEI lt table gt lt form gt Example Code for several Friends An example FTAF Custom form may use the following code to forward to up to 32 email addresses Notice the form method is post lt form action http whatcounts com bin ftaf method post gt lt input type hidden name cmd value send gt lt inp t type hidden name id value sesUBoCRIBER ID TAG 4 gt lt input type hidden name goto value GOTO 3 gt lt input type hidden name multi extended yvyalue 1 gt lt table gt lt tr gt lt td colspan 4 gt Forward your message to a Friend lt td gt lt tr gt SE lt td align right width 80 gt Subject lt td gt lt td width 220 gt lt input type text
115. ic Policy selected from the drop down list To edit or create a new access policy click the Edit define policies link This will display the Blog Security Policies page Tracking The Tracking tab allows you to specify if click throughs are tracked General Comments Access Security Tracking Merging Media Links Automatically track any embedded links Figure 53 Edit Blog Tracking Tab Links Click through tracking is supported for URLs included in Blog entries To collect click through statistics select this option Merging The Merging tab allows you to select content from other blogs to merge into your blog General Comments Access Security Tracking Merging Media Integration Rule Merge Now Delete Rule Mame D Pad Add Mew Rule Refresh hourly daily monthly O weekly IMon CITue Ied C IThu LJFr Sat LI un Figure 54 Edit Blog Merging Tab 107 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Media The Media tab allows you to upload files or folders to the Blog section of the Media Manager for use in your blog General Comments Access Security Tracking Merging Media Filennametoupload Browse l S ZE File Mame bytes Date Delete E Folder Name Fal a File
116. ign from the Campaigns list 3 In the Campaign Overview page click the Flex URLs link to display the Campaign URLs page which includes a list of all the tracked URLs in the campaign To set a Friendly URL enter a label in the Friendly Name column next to the URL and then click Update Names The page will refresh and the new label will be saved To cancel any changes just click the Back button on your browser or navigate away from the page Creating Friendly URL Patterns Friendly URLs can be set globally within a realm by creating URL patterns The patterns you create allow your campaigns to automatically match URLs to a preset Friendly Name Each pattern includes the type of match it will be the text to match and the name of the Friendly URL To create Friendly URL patterns 1 Go to RESEARCH gt FRIENDLY URLS This will display the Friendly URLs page Each row represents a defined pattern 2 Select a match type from the Type list box A type can be one of the following e EQUALS the URL is the same as the defined Text e STARTS WITH the first portion of the URL matches the defined Text e CONTAINS within the URL the defined Text can be found e ENDS WITH the last portion of the URL matches the defined Text 3 Define the text to compare against in the Text box This can be a full or partial URL as well as any combination of words or names that you would find in a URL For example e http www mysite com e https e
117. ike Questions If not Why and the options are Yes and No radio buttons you can choose to have an additional textbox display next to the No radio button Defining the Next Page You may want to allow a user to jump to a different Page depending on how they answer a particular Question To allow this select the page from the Next Page listbox For example if the Question is Do you own a home and the answer is No you can choose to have the user skip the rest of the Questions on a page that may refer to owning a home by moving on to the next page of the Survey 96 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc Testing the Survey You can run the Survey from the Surveys list to verify its functionality and format To run the Survey click the button from the Take Survey column in the list Adding a Survey to an Email Anyone who receives a link to a Survey can take the Survey Surveys are essentially anonymous and are accessed via an encrypted key However a users subscriber id or email address can be associated with the user by including either as part of the encryption key Use the following format to include a link to the Survey in your email campaign http www whatcounts com bin usurvey key id amp
118. ill receive the message In addition the Allow anonymous requests checkbox must be enabled in your list aL Allow anonymous requests Figure 17 Checkbox to enable FTAF Anonymous The following optional tags can also be used Field Type Required Function Name message If included in your custom form this tag will Lexar ee enable the subscriber to include a personal message to their friend in the envelope of the forwarded message Where is a number from 1 to 32 when multiple email addresses are allowed First name of the sender 36 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re first_ text First name of the friend where is a number from 1 to 32 when forwarding to multiple friends last text Last name of the friend where is a number from 1 to 32 when forwarding to multiple friends Used to enable forwarding to multiple friends Example Code for one Friend An example FTAF Anonymous Custom form may use the following code to forward to one email address lt form action http whatcounts com bin ftaf anon method post gt lt input type hidden name cmd value send gt lt input type hidden name slid value INSERT VALUE HERE gt lt inp
119. imiters Also note that 3D is used in place of the equal sign This encoding convention ensures that the characters inside the URL are not confused with other name value pairs used by the tag Practical Uses If you were wondering about some of the practical uses of the cacheget tag consider these scenarios and examples e Embedding advertising specific to a recipient s zip code or state e Embedding content current news or information from an external Content Management System with personalization based upon demographic or geographic profile information associated with recipients The advertising scenario is a good one because many newsletters representing commercial interests have some desire to embed advertising or marketing information Targeted advertising is far more effective than advertising that s not focused at a specific type of viewer or population 133 4 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Here s how you might setup a template to pull targeted advertising information Create your regular email template Determine how you ll target your advertising Is it by demographic characteristics like gender age or income Perhaps it s by geographic characteristi
120. ine the name of the Survey Description Textbox to describe the Survey This information can also be displayed in the Start page Checkbox to define whether or not the Survey is active Display Description Checkbox to control whether or not the Description is included in the Start page This requires that the appropriate tag be used in the start template See Start Page Template for more information Start Template Listbox to select the template in which the first page of the Survey is displayed End Template Listbox to select the template in which the final page of the Survey is displayed Progress Bar ON Color Textbox to define a hexadecimal color and color box to display the color This color indicates the Survey pages that have been completed Progress Bar OFF Color Textbox to define a hexadecimal color and color box to display the color This color indicates the pages that have not been completed Progress Bar Display Listbox to select how much information is displayed as part of the progress bar The options are None no information Display Text the name of the page ie start page finish Display Page Number the page number Display Text and Page Number the page name and number Progress Bar Page Text Textbox to define the text that is displayed in the progress bar for each page The default text is page Update Button to save any changes made to the Survey Describing the Su
121. ing Event Sun Mon Tue Wed Thu Sat for 11 15 2004 oa Report Schedule Subscriber Export Sor 111572004 11 15 2004 i Soto Today H November 22 Publish Bounce Mailbox template Bounce Template November 29 Publish Bounce Mailbox template Bounce Template Figure 28 Calendar page To change days pick a different one with your mouse Be sure to click on the number for that day Clicking on a scheduled event displayed within a day s box might confuse you as it will reset the current day to when it was entered To change months select and click on one of the blue arrows displayed near the month and year If you look at the URL displayed in your browser you will see the format used by this program You can manually enter in different days months or year to move quickly to different dates Besides scheduling single publishing events you can schedule a list to publish on a recurring basis such every hour or every day Similarly you can select specific days on which to publish To schedule a publishing event select the day you would like your list to publish on using the calendar and press the link labeled Schedule Publishing Event Today 70 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts U
122. input in your Custom Form to use it in your Envelope The last three tags listed in the chart above are all taken from the subscriber s record If you use something like 2 Ssender first in your Envelope you need to make sure that all of your subscriber records include a first name If they don t you may want to include some logic that will display alternate text in case the first name field in a subscriber record is blank For instance instead of WYOUr friend weesender First y thought you d oS interested in Tiis You may want to use Your Triesnd 47 Sender Tirslysceil Bender first then printdata sender emails thought you d be iancerested in CNS The second example will use the email address of the original subscriber if his or her first name is not included in the subscriber record Although the code is split for purposes of formatting this document logic statements must always be on the same line in your template or HTML file Make sure that the opening and closing percent signs 23 in a logic statement are not on separate lines 32 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Example Code In order to work an envelope only has to contain is a 3sBopys tag However if t
123. irectly to the entry gt lt td gt lt div class entry updated gt s Sentry updated sssentry author names sSentry permalink if entry edit link then print T s Sseentry ed1t linkgs lt div gt lt td gt lt td width 6 gt lt td gt LI Er cr gt lt td bocolor FEREREEE width 6 gt lt td gt lt ENTRY BODY The content of the entry is displayed using the co eMELy 0edy7 6 Cag lt td gt lt div class entry body gt s sSentry body lt div gt lt td gt lt td width 6 bgcolor EEEEEE gt lt td gt owes lt tr bgcolor EEEEEE valign top gt lt td width 6 gt lt img alt _ src images blogs public rounded_ grey corner bl gif gt lt td gt lt td bgcolor BEEBEE gt lt td gt lt td width 6 gt lt img alt sre images blogs public rounded grey corner br girt gt lt td gt We Oe lt table gt lt END ENTRY TABLE gt lt P gt nbsp lt p gt 160 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Blog Comment The Blog Comment template is used to display each comment A Blog Comment template supports the following tags Description segcomment created The date the Comment was created or
124. irst Displays the field title case Mary sseval length first Displays the number of 4 characters in a field sseval add n1 n2 Adds the given values ni n2 30 and displays the result Sseval sub n2 n1 Subtracts the second given values 10 from the first n2 n1 and displays the result sseval min nl n2 Compares the values and displays 10 the lowest of those given seval max Snl n2 Compares the values and displays 20 the greatest of those given seval mult nl n2 Multiplies the given values ni x 200 n2 and displays the result sseval div nz2 n1 Divides the given values n2 n1 2 and displays the result sseval rand nl n2 Displays a random number 14 chosen from the given values 138 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc Article Tags Article Tags allow you to include elements of an article in other content The following table describes tags that can be used to insert information from an article such as the entire body or a title Article names are case sensitive so be sure to enter them properly Description Displays the body of the Article where a name is the name of the Article Displays the called out element of the article where a name is the name of
125. is checkbox This feature is useful for lists that publish the same content regularly using a schedule Set Data Use these fields to set or increment a numeric value associated with each subscriber sent an email when this list is run The drop down list of custom fields will only show numeric fields Creating a Super List Before you create a Super List you must first have at least one normal List created To create a new Super List Go to Lists gt Management gt Create New List 2 Enter a List Name and set the List Type to Group then click Create to display the Edit Super List page Quick Guide Lists Content Subscribers Segmentation Research Customer Center Edit Super List Name superList Template Bounce Template Description Admin Email Folder Tee v Groups O we Available Lists Member Lists whatcounts FTAF whatcounts Bounce Mailbox whatcounts V hatCounts Campaign whatcounts normalList Figure 3 Edit Super List page 9 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re 3 4 5 In the Edit Super List page fill out the form fields d e f Name Enter a descriptive name for t
126. licize text Same as CTRL I Foreground Ta Use to change the color of a highlighted portion of text Color Align Left Use to align text to the left Align Center Use to align text to the center Align Right E Use to align text to the right Font Type Select the type of font to use for the content Select from Arial Sans Serif Serif Times New Roman or Verdana Font Size Select the size of the font to use Select from 8 9 10 11 12 14 16 18 20 22 24 26 or 28 As you add content and objects the HTML code will automatically be generated by the editor You can view and modify the code by clicking the Code tab Insert Link A Use to insert a link by typing in the text you want hyperlinked and the URL the link should go to Note Tables and bullets cannot be cut or copied Only the text in the tables or next to the bullets will be cut or copied 18 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Inserting Links To insert a hyperlink into your content click the Insert Link a button An Insert Link dialog box will display amp Insert Link Text Click Here Link http saws swywhatcounts corr Inzert Cancel Figure 9 Inserting a Hyperlink with the WYSIWYG edi
127. list Subscribers updated Duplicate subscriber records in the csv file or subscribers who already existed in that realm Subscribers ignored If Ok to update subscriber record if it exists is unchecked any pre existing subscriber records who were also in the csv file being imported would be ignored 56 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Subscribers opted out Subscribers on your csv file who had previously opted out of that list Errors records not Any records that were not imported for some reason processed Usually indicates a bad email address i e whatcounts com A list of 20 000 subscribers should import in approximately 10 minutes Import speed depends heavily upon the amount of custom data being associated with each subscriber and other activity going on in the system at the time Batch Subscribing and Unsubscribing If there s ever a need to subscribe a handful of people at one time without going through the whole list import process you can use the batch subscribe feature It s found under the Subscribers drop down menu Quick Guide Lists Content Subscribers Segmentation Research Customer Center Batch Subscribe whatcounts Instructions Copy th
128. lity to track open rates and click through activity create custom fields for your subscribers segment your lists based upon special conditions you specify and schedule the deployment of campaigns automatically Throughout this guide you will find descriptions and step by step instructions designed to teach you how to use the specific features of the WhatCounts platform 1 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Lists are collections of one or more subscribers Suppose your company maintained a list of all its customers and wanted to send them monthly newsletters With the WhatCounts platform you can create a list called Customer Newsletter and associate the email addresses of all your customers or subscribers to this list A Super List is a collection of lists The Super List includes the separate list properties and subscribers for each list This allows you to run one large campaign to a wider audience without the necessity of running each list separately The features discussed in this section can be reached through the Lists dropdown menu Quick Guide 7 Content Subscribers Segmentation Research Customer Center MS View Lists Test List List Matriz Fun List Deploy Campaign Creat
129. ls screen Examining Subscriber Events On the User Details page there s a link labeled Show Events If you select this you ll be shown all the events associated with that particular user If they ve read any of your HTML email or clicked on any of the links you ve sent them you ll see it revealed here Naturally this information is only available for lists that have had tracking enabled Profile Management Your subscribers will undoubtedly wish to make changes to their settings from time to time This may mean changing their email address personal information and or Subscriptions With the Profile Management tools described here you can control how much of your subscriber s information is revealed for them to change The WhatCounts Profile Management tool was designed with security in mind Every change a subscriber makes requires confirmation through an automated email exchange Initial Setup To enable Profile Management you should first specify what information subscribers are allowed to see and change This is performed through the Subscriber Information Management SIM interface To access the settings for your realm go to http www whatcounts com bin subscriber_ information management When the Subscriber Information Management interface opens select the checkboxes next to the items you would like your subscribers to be able to see and change There are separate sections for Subscriber Data Custom Data an
130. lt title gt lt head gt lt body gt lt table gt lt CYreto lt td lt or lt tro lt td gt s2SURVEY _PROGRESS29 lt td gt lt tr gt lt tr gt lt td gt ssSURVEY NAME lt td gt lt tr gt lt tr gt lt td gt SURVEY DESCRIPTION lt td gt lt tr gt lt table gt lt body gt lt html gt 143 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Question Page s Template The Question Page template is re used for each Question page defined The Question Page template supports the following tags Tag Function 6SSURVEY_NAME The name of the Survey The progress bar indicating the current page and how much of the Survey remains The Question or Questions and options defined for each A conditional tag to display any error messages that may occur such as when all required Questions have not been answered The number of the current page The number of pages in the Survey If you create a custom template you can also define the style settings for Questiontext and optiontext to control how Question and Option text are displayed on the form 144 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be
131. m method is po r lt form action http whatcounts com bin poll method POST gt lt input type hidden name id value 5 gt lt table width 200 border 1 gt lt tr gt lt td gt lt P gt Which Poll do you prefer lt td gt lt tr gt lt tr gt lt td gt lt P gt lt input type radio name a value 1 gt Web lt td gt lt tr gt lt tr gt lt td gt lt P gt lt input type radio name a value 2 gt Email lt td gt lt tr gt lt tr gt lt td gt lt P gt lt input type radio name a value 3 gt Neither lt td gt lt tr gt lt tr gt lt td align center gt lt input type submit value Enter gt lt td gt lt tr gt lt table gt lt form gt 140 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Example Email Poll Form An example Poll for email may use the following code Notice the form method is Get lt form action http whatcounts com bin poll method GET gt lt input type hidden name id value 5 gt lt table width 200 border 1 gt lt tr gt lt td gt lt P gt WNhich Poll do you prefer lt td gt lt tr gt lt tr gt lt td gt lt P gt lt input type radio name a value 1 gt Web lt td gt lt tr gt lt tr gt lt td gt lt P gt lt input type radio name a value 2 gt
132. mail template The content will be inserted using the template you have associated with the blog 111 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re For example the following tag added to a template will insert the blog named MyBlog when the template is sent in a campaign 6Sblog MyBlog You may wish to limit the number of entries that are inserted into your template especially because blogs can contain a great deal of content Caution should be applied when inserting blogs and testing is strongly advised since you do not want to email a message that is too large Permalink In the event that you do not have the blog s name you can instead specify its permalink ID PID using the attribute pid lt permalink id gt Ssblog pid lt permalink id gt For example the following tag would insert the blog with PID 7752631F0E26F51D stblog pid 7752631F0E26F51D Advanced Blog Attributes Since a blog may not be appropriate for direct insertion into email you can include additional information or attributes with the tag to specify other formatting options To use advanced attributes you must first explicitly define the name of your blog using the attribute na
133. management of WhatCounts Inc WhatCounts User Manual Re Forward to a Friend FTAF The FTAF Tool allows customization of the FTAF submission form You can also customize the envelope in which the forwarded message is sent as well as the landing pages Custom Form The Custom Form contains information that allows the original recipient to include a message when forwarding the original content The Custom form requires at least the following hidden input fields Field Name Required Value Function The id of the original recipient The landing page for the original recipient after the message is sent The Custom form also supports the following fields Field Name Function email or email_ The email address of the friend to receive the message where is a number from 1 to 32 when multiple email addresses are allowed subject The subject of the forwarded message message The id of the original recipient Example Code for one Friend An example FTAF Custom form may use the following code to forward to one email address Notice the form method is post lt form action http whatcounts com bin ftaf method post gt lt input type hidden name cmd value send gt lt input type hidden neme 10 value scsUBoCR IEE ID TAG 7 gt lt input type hidden name goto value SSGOTO S gt lt table gt lt CE gt lt ta gt Sub7ecec lt td gt lt U gt 147 Copyright 2005 WhatCounts Inc
134. me lt blog name gt gablog name lt blog name gt A blog with the specified name from the current realm will be used Templates The look amp feel of your blogs entries and comments are controlled by templates that you create and maintain on the WhatCounts platform The templates control how blog content appears when viewed on a web page When used within an email template you may want your blog content to appear differently You can create and specify alternative templates for formatting blogs in email You can select alternate templates for your blog using the template attributes A template can be designated by the template name ID number or family The template can be designated as follows 112 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Attribute and Option Description template lt template_name gt Displays the blog in the template of template name template_id lt template_id gt Displays the blog in the template of template id template_family Displays the blog in the template of template family lt template_family gt This allows different entry types to share a common template Use the above attributes to display the blog seolog name lt blog name
135. measosereorcetetiacenseessensseaueulmserencentegtaseeaiaseuasetanentuesstanceeateannas 41 Viewing Powe rURLE StaALUSUCS groccesecunernccassansexareccevcssgcanseonseseepsantaewasennanenecesencoveas 42 MeN TTO aa E E er nT EE E E E ATA AAA AEE AE EE AAAA 42 Di Diay Message FON UNO iiir iaa inahin ninian A TAA AEEA AAEE NEA 43 USING DISP AMES S IOE Ena E EAEE A S 44 Customer Referral POVI rrrainis tsrinit nts antt ntan eNi TKANCE NIANON ONAN EE BANENE RAIAN 44 USING the Powered BY 1200 6 vawsiccrnacaarscwonannuundanga EENE A 44 Creating New ArticleS s sassssensnssnersnsensesenersrnerenssrerzrnererzenererzeserernenernensrernrnerenne 45 EEG AF EOS ere A AEE EEE AANA EEEE AANE EEEE EEE EE EAE nae 46 Using Articles within Email TemplateS ssanssnansnnnnnrsnnsrsrnsrsrsrrsnsrnrnsrnrnsrnrrrrrrersere 47 Using the Microsite Viewerf s sssssenssssnersrsererssrerersererzenererzeserzenerernrnernrnsrerernere 48 Program Arguments USAGE ssssssersrsrrsrsrrnrerrrrnrerenrsrsrrnrnrenrnrrrrnrnnerenrrrerrnnen 49 PETENG IG TOUSE orerar san AEA EARR 49 Wintel GOC SANASTO er EEEE E E EE EE ER 50 Protected Form based Emailing vcccsscccsccccsvccnecccnncunscccennccensceeuscenseseespaanueseesnansepaauecs 51 SOE FO eira aE E AAE A EEA 52 Diajo E Ee E A TE T E T TETE E T A E TE vedanta 53 DOS Templat oirre nerna A AA E A A 53 A U eer E AE E 54 5 SUDSCHIDEONS aranaren aeann EEEE aa OO Adding and Removing Subscribers ssssssssnsns
136. mised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Forwarding Different Content Using the Envelope There may be situations in which you would like the content forwarded on to the friend to be different than the original campaign message the subscriber received One example would be if you had an FTAF link in an email to allow subscribers to tell their friends about a sweepstakes In order to send different content simply leave the BODY tag out of your Envelope and enter in the HTML exactly as you would like the friend to see it Landing Page After a recipient fills out the FTAF form they re automatically directed to a confirmation page If you would like to display your own confirmation landing page you can specify it by creating a simple HTML thank you page and entering the URL in the Landing Page text box on the ADVANCED tab of your list No special code is necessary for this page Example Code An example FTAF Landing Page may display a message using the following code lt p gt Thank You Your message had been forwarded to your friend lt p gt Error Landing Page If an error occurs during the FTAF process the subscriber will most likely be sent to an Error Landing page As with the regular landing page no special code is necessary for this page Example Code An example FTAF Error Page may display a message using the following code lt p gt An error ha
137. mm dd yyyy 08 26 2004 mmf ayy Applying Segmentation Rules Now that you ve learned to create segmentation rules it s time to understand what to do with them Using WhatCounts you can apply segmentations to split up a list at run deployment time when exporting or when creating sampling groups Running Lists Running publishing is perhaps the place where segmentation will most often be applied To utilize your segmentation rules for running lists select Lists gt Run List Deploy Campaign On the first screen displayed select the name of your segmentation rule The first segmentation option will always be All subscribers but if you have created your own rules they will appear in the drop down After selecting one of your own rules and pressing the RUN LIST button you ll get a count of the number of subscribers that match your rule In all likelihood this will be less than the total number of people in the list From this point forward the run process is the same as a normal run except you ll only be sending to some sub group or segment that matches the criteria you defined 7 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Running Lists for Testing Running segmentation
138. mpaign It can be used elsewhere such as in web pages or other email messages to access a copy of the most recent campaign You can filter out test deployments so they will never be shown by specifying a minimum number of recipients To do this add smin number to the end of the URL where number equals the minimum number of recipients For example Adding smin 100 would instruct the archive viewer to find the last campaign for the specified list which was sent to at least 100 recipients http whatcounts com bin archive viewer id 935343FFF amp min 100 If you would like to allow readers to access past versions of your campaign you can add an optional element to specify the position To do this add sposition number to the end of the URL where number equals the relation in deployment time and date of the Campaign to the current campaign For example Adding sposition 2 would show the second most recent issue and sposition 3 would show the 3rd most recent http whatcounts com bin archive viewer id 935343FFF amp min 100 amp position 2 Flex URLS If you have run a campaign and discover that a link is going to the wrong URL you can fix the link to point to the correct location This can be done using Flex URLs Flex URLs are only available for campaigns that have click through tracking enabled Only links that are tracked will appear in the Flex URLs list Any links that are part of the Tracking Exclusions
139. mprises an FTAF form that can be used to forward to multiple friends This code includes input for only two friends More of the following inputs can be added to create a form that can forward to a maximum of 32 friends cr lt td align right gt Friend 1 lt td gt lt td gt lt input type text name email 1 gt lt td gt lt Lo lt input type text name first 1 gt lt td gt ee In order to add more inputs simply increment the value after email and first and add that to your form code lt form action http whatcounts com bin ftaf method post gt lt input type hidden name cmd value send gt lt input type hidden name id valus sSUb OCR IBER ID TAG 7 gt lt input type hidden name goto value SSGOTO S gt lt input type hidden name multi extended values T gt lt table border 0 gt lt tr gt lt td colspan 3 gt Forward your message to a Friend lt td gt lt tr gt lt Er lt td align right gt Subject lt td gt lt td colspan 2 gt lt input type text name sSubject value A friend wanted you to see this size 30 gt lt td gt oe a el lt td align left gt nbsp lt td gt lt td align center gt Email lt td gt lt td gt First Name lt td gt lt tr gt lt i gt lt td eliaqgn rignt Srriend 12 lt td gt lt td gt lt input type text name email 1 gt lt td gt lt td gt lt input type text name first_1 gt lt td gt CIETS lt Er lt td align right g
140. n email client Make sure you thoroughly test your content before deploying any campaign Also keep in mind that the preview is rendered by your Internet browser and will not be an exact representation of how it may look through various email clients If you have created or made changes to a template you must first save your template by clicking Create or Update for the preview to reflect these changes To preview the current content from the Edit Create Template page click the Preview button To preview the content from the Templates list go to Content gt Templates gt View and then click the preview icon next to the Template in the list Personalization Content inside WhatCounts templates can be personalized using special replacement tags For example if you would like to display a subscriber s first name insert the tag 3 Sfirst s where you d like their name to appear i All tags in WhatCounts start with 33 and end in s Field names such as first also start with a dollar sign If you had a custom field with the name age you could insert it into your content by placing the tag 23Sage anywhere you wanted that information displayed For a full listing of tags that can be used in a template please see Appendix A at the end of this document Simple Logic The WhatCounts template language also supports a simple logic control system With it you can evaluate your template data For example s
141. n that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Wire frame templates use tags that use the following format where lt details gt is a fillin field that you have defined 66fillin details For example using the following tag in your template would prompt you to enter a city name when you run the list woo Sorin airy ss When the template is run you will be asked a value for city Fillins Please type in values for the following fields Figure 11 Prompt to define Wire Frame fillin fields Note Wire frame templates and fillin fields can only be used with the Run Wizard It will not work with Run List Deploy Campaign The following attributes can also be used in the template tag to define how the fillin will be prompted Attribute Description type Displays the fillin selection or entry Options include Text default TextArea Radio Checkbox Listbox default_value Displays the default option selected when using a radio checkbox or listbox type values Displays the values for radio checkbox or listbox types These values must be comma separated selected_index Helps determine the default value selection For example the following tag defines the field name as state and will display several radio buttons with values of ca wa and
142. nd hard to recognize when displayed in a report To make a URL more easily recognizable you can assign a label to it and then display the Friendly URL in your reports Friendly URL labels can be entered manually on a URL by URL basis or can be automatically labeled based on pattern recognition For example if you have several URLs to a site called MySite that start with the pattern http www mysite com you can setup a Friendly URL pattern to automatically label all matching URLs as MySite 124 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Friendly URLs are only available for campaigns that have click through tracking enabled Any links that are part of the Tracking Exclusions will not support Friendly URLs This also includes the unsubscribe link as well as any links that include the tag SSSUBSCRIBER ID TAGSS Accessing and Editing Friendly URLs Manually Friendly URLs can be accessed through either a specific template or a specific campaign This allows you to either set the Friendly URLs ahead of time through the template so that all campaigns run with the template will use the same friendly names or you can specify friendly names on a campaign by campaign basis From a Template Before you can edit
143. nd is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Landing Page The FTAF Landing Page does not use a specific Template but is available to display confirmation that the message was forwarded Example Code An example FTAF Landing Page may display a message using the following code lt p gt Thank You Your message had been forwarded to your friend lt p gt Error Landing Page The FTAF Error Page does not use a specific Template but is available to display a message indicating that some type of error occurred attempting to forward the message Example Code An example FTAF Error Page may display a message using the following code lt p gt An error has occurred attempting to forward your message to a friend Please go lt a href jJavascript history go 1 gt back lt a gt and try again lt p gt 151 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Blogs The Blog Tool uses one template to display the blog entries and comments However the Single template is broken into three separate pieces Blog Page The Blog Page template is used to display the main blog comp
144. nd is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Creating HTML Sign up Forms Now that you have a list set up how do you get subscribers into it Importing is one approach Another is to have a subscription form your potential recipients will fill out using their web browser List Options subscriber Data Finish Welcome to the HIML Generation Vizard In just a few seconds well help you generate the HTML that you can place into your site s web pages to make list signup and unsubscribe requests easy st Generate subscription Form Default format Plain text HTML Format options Show Plain text and HTML choices Goto URL This is where the users bromeer will be directed after their Cancel Continue Figure 4 Creating Forms using the HTML Wizard request has been processed WhatCounts has an HTML wizard that will create a subscription form for your list automatically Select Create Forms HTML Wizard from the Lists drop down select the name of the list for which you d like to generate a form and then click on the HTML Wizard button To create a subscription form select Subscription Form from the Generate drop down If you d like your recipients to receive your content in HTML select the radio button labeled HTML If you d like to give them a choice between plain text and HTML mark
145. nerated in the selected period Raw Data Report In addition to viewing the statistics in several charts you can also create a report file To create a report of the statistics 1 Click the Download raw data of this blog link This will display the Download Blog Tracking Raw Data page 2 In the Duration field enter at least a From date in the format yyyy mm dd If you would like to report up to the current date and time then leave the To date blank otherwise enter an ending date in the field 3 Select the Format you would like the save the file as The default is csv or comma separated 4 Click GO to create the file You will be prompted to approve the file creation and the next page will indicate the format of the file name and the fields in the resulting file 5 The file will be created and saved to the File Manager Go to CONTENTS gt FILE MANAGER and select the blog data folder to access the file Emailing Blog Content Blog content can be pulled into regular email templates and used as a way to connect collections of related information with email readers If you are familiar with the WhatCounts articles blogs offer similar functionality Since blogs are collections of entries you can think of their use within email templates as a way of include many related articles The tag blog lt blog name gt where lt blog name gt is the name of the blog is all that is required to insert a blog into an e
146. nnsrsrsnnnrsrnsrsrsrnersenerrrnrnenernerererrerernes 55 Subscriber Import Wizard ssssssesssssrersrrsrrrrrrnrrrrnrererrnrerenrererrnrnnenrnrerrrrnrerrnrn gt 55 Batch Subscribing and Unsubscribing s sesssssserssssrsnsrrsrersnrsrnrrnrnrerenrerrrrnnerenren 57 EXPO TING SUDS DENS acs ce ven as ira iriI ae eae ee ee ee es ee ae eee 58 PIS CVG Torei errain tia sare Sasaneats cameras andmoucuaaessenaeusnanuneneedat ae E E A 59 Seal CAG TOV SUNS CHEN S vintrar tiiri itir EEn OEN TAN EAN ERUNN EEANN TNIE NAANA 59 EGIUING SUDSCHIDEr RECOS rrrrrisrirtrier insien iIIia ENC EON AROA oA 60 sje Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Examining SUDSCHD Cl EV CNS yriiri nts rintt nts itatni nN i TEINE EKONO aan oeaeatarsssee ger gaeeeneeraen 61 Prolo Mahagon ol seirer ir rrr n eera E E EA E EEA AEE EE OEE 61 iaie E SS E e EE E A E E EE E A EE 61 How Subscribers Change Their Profiles c ccccccseucccceescuceuveceeuccueenneueeuvesneuueunennaaes 62 Allowing Web based Changes ccccccccccccsseneeeeeensecnsneeerteeeeeseeusnenetteensesagugaanneeeenes 62 Custom Page Styles and Landing PAGES ccceee cece eee eeeeeeeee eee eeeeeeeeeeeeeeeeeeeneeeanaaes 63 CUSTOM PrO C EdE FO I cecnecsuaatencaoscussecessce
147. nt contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Envelope Page The Envelope page contains information that allows the original recipient to include a message when forwarding the original content The Envelope requires at least the following tags LET Function SsSmessages The message written by the recipient SBODY The body of the original message Example Code An example Envelope page may use the following code including a Subscription form lt table gt lt tr gt lt td e messager td gt lt tr gt Lee ais lt p gt Enter your email address and Subscribe lt p gt lt form action http www whatcounts com bin listctrl method post gt lt input type hidden name slid value 380001007412285174 gt lt input type hidden name cmd value sSubscribe gt lt input type hidden name goto value gt lt p gt E Mail lt input type text name email size 25 gt lt input type radio name format value plain gt Plain text lt input type radio name format value htm1l CHECKED gt HTML lt p gt lt input type submit value Subscribe gt lt form gt lt td gt lt tr gt lt table gt o o SBODY 150 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets a
148. nt of WhatCounts Inc WhatCounts User Manual Re 5 Subscribers Subscribers are individuals who have applied to receive content from a particular list or lists When a customer signs up for a list a record is created to store their email address as well as any other information they provide In addition for each list that a customer requests to receive a subscription record is also created to associate the subscriber with each list The WhatCounts model is very similar to how magazine subscriptions are managed For example when you subscribe to several magazines each one is addressed and arrives at your home There is one address where the magazines are delivered You and your home address would constitute the subscriber record and the various magazines you receive would represent your subscriptions Subscription 1 Subscription 2 Subscription 3 Figure 22 A Subscriber and Subscription Records Adding and Removing Subscribers There are several ways to add subscribers to your lists In the Lists section of this training manual you learned about creating a subscription form In this section you ll learn how to import subscribers into your system from files created by your database or contact management program Subscriber Import Wizard The WhatCounts Subscriber Import Wizard allows you to import data from a comma separated values CSV format file This format is extremely common and easy to create Fields within e
149. o add comments to blog entries select this option Trackback allows you to track where viewers are clicking a link to view your blog entries To collect trackback Statistics select this option You can define the way you would like the dates to display for blog comments by entering special characters Default VVVy MM dd HAtmmsss Z Select this option to approve a comment before it is posted Viewers can either post comments anonymously or they must be registered If viewers are required to register then you can also choose to require that the registration iS approved When viewers register to post comments you can also require them to verify that the registration is real not an attack by an auto registration robot When this option is selected the viewer will be presented with an image that displays a variety of numbers and letters The user must type in the correct numbers and letters to complete the registration 104 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Access The Access tab displays a list of URLs from which your blog can be accessed and allows you to send a message with a link to your blog General Comments Access Security Tracking Merging Media lf your blog is public t
150. o be used only for this purpose The default template associated with this list will be the content that is sent to the Friend It is not necessary to enter from or reply to addresses for your list as the email address entered by the sender will be used for those fields Using a Custom Form The FTAF Anonymous Custom Form is very similar to that used by non Anonymous FTAF The only difference is that we do not have a subscriber so the SUBSCRIBER ID TAG input is not used Instead we must specify the list set up for this process The SUBSCRIBER ID TAG input is replaced by a srp Special List ID input in an FTAF Anonymous form 35 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual ET The following input fields are required in your FTAF Anonymous Custom Form Field Type Required Function Name Value hidden slid Pulled from the Create Forms HTML Wizard Used to indicate the list and therefore template to be sent to the friend goto hidden 6 6GOTO The landing page that will be displayed after the form has been submitted email text The email address of the individual who is sending the message email 1 text The email address of the individual who w
151. o test a list select Test List from the Lists drop down menu Select the list you wish to test from List Name and then select Test List In the Recipients s text box enter in the email addresses of the individuals you d like to receive your test message Then select the formats you d like sent By default the checkboxes for Multi part Plain text and HTML are all selected This gives you an easy one step way to send three versions of your content for review When the Testing Notice box is checked Testing will automatically be added to your email before the subject line you have entered This will allow you to easily identify your test emails Much of the functionality you may be using in your final email will not work in Test List These include FTAF Forward To A Friend as well as Display Message and Unsubscribe links These features require a campaign to function To verify that these items are working properly you will need to run the list to yourself with a segmentation rule thus creating a campaign Segmentation rules are discussed later in this document One thing to note about multi part messages is that if your email client is capable of displaying HTML they ll appear just like the HTML version To determine which format you actually received check your email message headers In Outlook you can do this through the View menu for a message Select options to display your message s headers and scroll down
152. o through the CREATE FORMS HTML WIZARD under the LISTS drop down in WhatCounts Copy the Subscription form code from the wizard into the HTML page you are using as your Envelope You may need to edit the code to fit in with the HTML used in your Envelope 31 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Note If you will be using the code in email change the method of the subscription form from post to get The Envelope requires at least the following tag Function The body of the original message The following optional tags can be used to personalize the message Function sSmessages If included in your Custom Form this tag will enable the subscriber to include a personal message to their friend eocrivees First name of the friend ssSsender first First name of the sender or subscriber ssSsender_last Last name of the sender or subscriber Ssender email Email address of the sender or subscriber Wherever the s3Bopy33 tag is placed in the Envelope is where the original HTML content email will appear Wherever 3 Smessage appears in your Envelope is where the personal note designed to accompany the content will be displayed Make sure you have included a message
153. oll and then click the Clear Data button 83 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Creating a Poll Result Template You can create templates for use with your polls allowing you to customize the look and feel of a poll results page to match your own site A Poll will use the default WhatCounts templates or you can create personalized templates for each page by using customization tags For a list of the customization tags and example form and template code see Appendix B Poll Templates Poll Results can be accessed by directing users to http www whatcounts com bin poll results id lt poll id gt Where lt poll id gt is specific to the poll you have created You can find your poll s ID by checking the code generated by the Poll Wizard The line of code which includes the ID will look something like this lt input type hidden name id value 217 gt In order to have users directed to your Poll Results template immediately after they have entered your poll use the link above as the landing page for your poll For example http www whatcounts com bin poll results id 217 84 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes
154. om Segmentation Rules If you find that the Segmentation Rule you would like to create is more in depth than the feature can handle then you can create a custom query The custom query uses Wsql This allows more flexibility than what is available with standard Segmentation Rules It includes the ability to create complex rules using a combination of AnD and or statements 74 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re To create a custom Segmentation rule 1 Click the Add New Custom Segmentation Rule link on the Segmentation Rules page This will display the Wsql Segmentation Rule page Quick Guide Lists Content Subscribers Segmentation Research Customer Center VWsql Segmentation Rule Rule Name Field Names first a Description lmct address first_name last_name Commands Sareea address_2 state zip city country v Bounce Mailbox i Figure 30 Wsql Custom Segmentation Rule page 2 Enter a name and description for the new rule in the Rule Name and Description boxes 3 Define a command in the Commands box and then click Validate to ensure that the query is formatted correctly If the command is correct then a SQL statement will be generat
155. om Show events for list listbox A bar chart will be displayed with statistics for the last eight days The Event Chart can also be seen directly from the Campaign Details screen by selecting the pie charts next to opens or click throughs on the Campaign Overview tab History The History feature in WhatCounts is similar to what you ll find in your browser However instead of simply tracking where you ve been the WhatCounts History feature tracks actions performed by you or other users in your realm This might include editing lists and templates deploying campaigns or searching for subscribers To view your realm s recent history click on the History item under the Customer Center drop down Your Own History Wouldn t it be convenient if the system could keep track of what you ve been doing and present you with shortcuts so you could quickly initiate common tasks Tired of navigating our menus as you edit templates and articles repeatedly 127 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re If you answered yes to these questions you ll want to enable the My History feature To do so simply select the My Profile item from the Customer Center drop down Then mark the checkbox labeled Enable
156. om field called interest would be custom interest within a Wsql segmentation rule As with standard segmentation rules large text fields cannot be used in Wsql segmentation rules The following table describes each default field Tag Sample or Description address or address_1 First line of subscriber s street address Second line of subscriber s street address a Sewera O Operators The following operators can be used in a Wsql segmentation rule Operator Type _ Operator Description Text Only Does the field contain the value beginswith Does the field begin with the value Does the field end with the value Numbers Dates amp sO Is the field equal to the value Text Is the field not equal to the value Is the field greater than the value Is the field greater than or equal to the value 76 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Is the field less than the value Is the field less than or equal to the value Is the field present and have data stored not For use with another operator to make a statement negative The following are all acceptable ways to format dates in your Wsql segmentation rule Format Example yyyy mm_ dd 2004 08 26
157. omer Center PowerURLs Add new PowerJRL Code Group Campaign Active URL Test Stats 1231 12356 http Avwiw whatcounts com w 2 WC1 WC Broadcaster Y http Awww whatcounts com broadcaster index html P 2 WC2 WC Broadcaster Y http Awww whatcounts com broadcaster index html w 2 WC3 WC Broadcaster y http www whatcounts com broadcaster index html PY 2 WC4 WC Broadcaster y http Awww whatcounts com broadcaster index html 0 3 2 WC5 WC Broadcaster y http www whatcounts com broadcaster index html 7 amp Add new PowerJRL Figure 18 PowerURLs List page 39 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Creating a PowerURL To create a PowerURL 1 Go to Content gt PowerURLs to display the PowerURLs list page 2 Click Add New PowerURL to display the Edit Create PowerURL form To create the PowerURL fill out the form fields Quick Guide Lists Content Subscribers Segmentation Research Customer Center Code Group Campaign Active Clthis Power URL is active URL Error Page Batch Creation Z Create multiple entries Number to create maximum at one time is 100 Start sequence at number Figure 19 Edit Create PowerURL form
158. on records where the email address is the same but the first name is different such as the case with a family email address myfamily family com Mom myfamily family com Dad myfamily family com Child The De dupe option allows you to send a message to the first subscriber with the duplicated email address so only one version of your message will be received at the subscribers mailbox This option is set on a per list basis and can be changed between campaigns 8 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Workflow If the Approval is required before sending box is checked one individual in the given list of email addresses must approve the email before it is sent out You can also select the format in which you would like the Workflow message sent HTML Multipart MIME or plain text This feature is especially beneficial when content is being pulled from an outside source and needs to have a final approval before it is sent to an entire list Sticky Campaigns Every time your list is run a campaign is created and tracking information is associated with that newly created campaign If you want to keep tracking information related to your list activity using one campaign mark th
159. one Before deleting an Option verify that it does not contain any information that you wish to keep 95 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Survey Question Options Each Question can have any number of possible Options An Option can be defined by clicking the Create a New Option link at the bottom of the Survey Question page and then defining the Option settings Quick Guide Lists Content Subscribers Segmentation Researc h Customer Center List gt Survey gt gt Page gt gt Question s Option Survey Option Option Fj Display Optional Text Box Hext Page Default x Figure 44 Survey Option page On the Survey Option page you can define the Option text to display whether or not to display an optional textbox and the next page to jump to if this Option is selected Defining the Option Each Question must have at least one Option defined even if it is a blank textbox To define the text for an Option enter text into the Option textbox Click Update to save the settings Using the Optional Text Box To collect more information for Radio Button and Checkbox type Questions select the Display Optional Text Box checkbox For example if the Question is Do you l
160. onents such as the title description and links A Blog Page template supports the following tags Description S Sblog title The title of the Blog S 6Sblog name Ss blog description The description of the Blog The Blog entries formatted according to the Entry template elements The number and ordering are defined in the blog properties 66Sblog picture An image associated with the Blog in the blog S sSblog image properties Sblog url The URL to link to the Blog S6Sblog 6sSblog The date the Blog was created formatted according the time date settings specified in the blog properties The Blog id a unique number stored within the database 6sSblog recent_entries A list of recent entries SSblog calendar A calendar to select entries by date Sblog rss_link A link to access an RSS feed of the Blog seonblog rss href 6sSblog next_entry link If a single entry is displayed a link to navigate to the next entry if it exists seSblog next_entry_name s If a single entry is displayed the name of the next entry if it exists 6sSblog previous_entry_ link If a single entry is displayed a link to navigate to the previous entry if it exists ssSblog previous_entry_name If a single entry is displayed the name of the previous entry if it exists 152 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copie
161. onfirmation email Before any changes are made the link within the confirmation message must be selected This certainly adds an extra step to the process for the end user but it makes it more secure and less likely to be abused If you would like to disable this last step and allow your subscribers to make changes without a final confirmation step you can do so by include the following to the end of your SIE link skip confirm 1 The skip confirm feature will only work if it is enabled Because of security concerns we don t automatically enable it for all customers Contact support whatcounts com to circumvent the confirmation process 65 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re 6 Running and Testing Lists Testing your lists is probably the most important action you ll perform when using the system It s the best way to spot errors in your content or with how your list has been setup prior to deploying your campaign to all your subscribers The old adage used in building measure twice cut once can be applied to email as well but changed to read test test again test one more time test even one more time if your job depends upon it and then deploy Testing Lists T
162. ormation that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc Built in Tags Built in tags are not specific to individual recipients but can be useful in automating certain tasks like entering dates The following table describes the built in template Supported by WhatCounts Tag Description Result Sbuiltin date Displays the date and time 07 01 03 3 50 Sbuiltin day Displays the day of the month sSbuiltin day padded Displays the day of the month in 2 digit format Si ein Displays the month in numerical 7 format s Sbuiltin month padded Displays the month in 2 digit 07 numerical format J u U ju Sbuiltin monthname Displays the name of the month uly in title case ssSbuiltin monthname_uc Displays the name of the month JULY in all uppercase 6sSbuiltin monthname_1lc Displays the name of the month _ july in all lowercase seSbuiltin monthname_short Displays the abbreviation of the J month in title case J SsSbuiltin monthname short uc Displays the abbreviation of the month in all uppercase SoSbuiltin monthname short lors Displays the abbreviation of the j month in all lowercase let a a A Sbuiltin weekday Displays the day of the week in Monday title case seSbuiltin weekday uc Displays the day of the week in MONDAY all uppercase Sbuiltin weekday 1c
163. ors the WhatCounts URL parser queues off characters like the comma and semi colon in plain text These are characters you would fully expect to see following a URL when mixed within normal sentences Since there could be a problem if your plain text URLs contain these characters we recommend the replacement of certain characters within your plain text URLs Here s a table of some common characters and their HEXADECIMAL equivalents Character HEX ampersand 26 plus 2B comma 2C period 2E forward slash 2EF colon 3A semi colon 3B question 3F 26 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Replacing characters like commas and semi colons in your URLs is easy For example http www siteurl com page 4 amp flag 1 becomes http www siteurl com page 2C4 flag 1 Web browsers and servers all Know how to translate these characters so it s safe to use HEX equivalent codes anywhere you like FTAF Forward to a Friend Recipients of your HTML email can forward the message onto colleagues and friends with the Forward To A Friend FTAF feature Forwarding email through this mechanism has several advantages over regular email forwarding including e Easy to use e Not af
164. ounts Inc WhatCounts User Manual Re Example Code for one Friend Following is code that can be used to forward a campaign message to one address lt form action http whatcounts com bin ftaf method post gt lt input type hidden name cmd value send gt lt input type hidden name 10 value 22SUBSCRIBER LD TAGee gt lt input type hidden name goto value SSGOTOSS gt lt table gt 5 8 OP lt td gt SubJect lt ta gt lt td gt lt input type text name subject size 30 value A friend wanted you to see this gt lt td gt lt tr gt LSE lt td gt send to lt td gt lt td gt lt input type text name email size 30 gt lt td gt lt Er oe lt td valign top gt Message lt td gt lt td gt lt textarea name message cols 30 rows 4 gt lt textarea gt lt td gt lt tr gt lt Er lt td colspan 2 align right gt lt input type submit name submit value Send gt lt td gt lt ET gt lt table gt lt form gt Subject A friend wanted WOU to see this Send to i Message Figure 14 Custom FTAF form for a single recipient 29 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Example Code for several Friends The following code co
165. poses Input Name Description alias The alias to use to send the form previously defined through the Alias Manager The from address used when the template is emailed goto A fully qualified URL that will serve as a landing page after the form is processed Set this to 1 for HTML or 0 for plain text realm Set this value to the name of your realm Using this convention allows different customers of the platform to utilize the same alias subject Controls the subject of the template that is sent after the form is completed template The name of the template into which form data will be merged prior to emailing Of course you will also need to add inputs to your form to collect data If you are using standard WhatCounts inputs use the same names you would in a template See Appendix A for details If you are using custom fields you don t need to first create the fields in WhatCounts as is normally the case Just use any name you d like as long as it is preceded by custom The purpose of using alias email is mainly to pass on information rather than collect it in a subscriber record Sample Template By specifying a template it s easy for you to control how the message to your alias recipient s will appear Templates for this feature are created and managed the same way you create and use templates for regular email lt html gt lt body gt A request for a demo has been received from SSname ssS
166. prospect email lt br gt The product being sought is S Sproduct lt body gt lt html gt 53 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re The above template incorporates all of the fields that were included in the original form As with other forms you have used in WhatCounts any fields that are not standard to WhatCounts like 3 Semail for email address need to be preceded in your form by custom However when using that field in your template simply encapsulate the names within 32s and 3 You do not need to use custom in a template This is the Same way you would use a custom field in the template for any email campaign Security Since the Email Alias feature relies upon email addresses stored inside a database and not within the HTML form this resource is considered moderately secure and unlikely to be the source of email abuse It is recommended that you add JavaScript to your form to provide some degree of form and field validation 54 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the manageme
167. r If checked this options tells WhatCounts to safely record if it exists overwrite subscriber information name address etc if a record already exists When you click continue you will proceed to the field mapping stage This is where you tell WhatCounts which fields to associate with the data from your file Your data are stored in rows each with the same format So each column in your file represents one field In the Mary Edwards sample line mentioned previously the first field represented the subscriber s first name the second their last name and the third and final their email address WhatCounts allows you to arrange your data any way you like and that s why the field mapping stage is so important The last step in the wizard asks you to identify which list to import your data into Once you identify the list and select continue the wizard will run and you can safely continue on with other work The import wizard works automatically in the background When it s done you ll be sent an email message with the results of the import process At any time during the import you can also check the subscriber counts for your list You Should see the numbers rise steadily as the import proceeds You ll find the following information on the Subscriber Import Complete email Total records processed Lines found by the Import Wizard in your csv file New subscribers added Subscribers new to your realm not just this
168. r email campaigns contain only valid absolute URLs Syntax The syntax for both the smartget and get commands are as follows Ssget http somehost com Sssmartget http somehost com The URL http somehost com should be a valid publicly available page that could just as easily be pulled up and examined in your web browser The URL used with get or smartget can also be surrounded with quotes Embedding Tags Sometimes it s desirable to have variable data in the URL This could be the date or other variables you ve set If you would like to include these variables in your URL you can do so simply by surrounding the variable names with double hash marks These are used when variables need to be expanded inside an existing tag which uses double percent signs as delimiters Here s an example where the current month is used within a URL Sssmartget http somehost com month Sbuiltin month 130 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Limitations These tags are useful for bringing in external content plain text HTML or other data but there are limitations For one they operate only at the beginning of a List Run as noted earlier So if
169. r more information on this feature please see the Online Help topic entitled DNS Configuring your DNS to point to the WhatCounts servers This topic can be accessed by logging into WhatCounts and going to CUSTOMER CENTER gt ONLINE HELP Forward to a Friend Customize the FTAF feature to match the look and feel FTAF of your email Create html pages for any or all of the following aspects of FTAF and then enter the URL of those pages here For more information on this feature please see the Online Help topic entitled FTAF Forward to a Friend For more information see Content Forward to a Friend Blogs If you have a blog defined for your Realm you can publish your campaign directly to your blog at the same time you are publishing to your subscribers To send a copy of your email message to your blog select the Blogs checkbox and select which blog you would like to publish to from the Publish into blog list box You can also select to use a template other than the default template defined in your Blog properties from the Use Template list box De dupe Control The De dupe on send checkbox allows you to send the Campaign to only one version of an email address per list In general when you import subscribers duplicates will not be created unless you have set the import to create duplicates on purpose and each instance of the email address has a different first name For example you may have several subscripti
170. r the default WhatCounts landing page 4 Visit the View Lists page in WhatCounts If your list doesn t require confirmations you should see a new subscriber If the Require list sign ups to be confirmed option was checked in Edit List look for an email message asking for your confirmation Once you confirm you should see a new subscriber on your list If your list is brand new and you re testing the subscription form created by the wizard you should see the number or count of subscribers increase as you add new names through the form The exception to this rule is that if your list requires confirmations you will not see changes in the number of subscribers until your subscribers to be confirm their intentions More advanced form techniques like multiple list subscription forms can be found in the Online Help library which can be reached through the Customer Center drop down of WhatCounts 12 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re 3 Content While Lists keep track of who ll be receiving your messages Content keeps track of what will be delivered WhatCounts has a flexible template system that allows you to create as many different templates as you like Each one can contain formatting
171. rade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc Editing Subscriber Records The search feature reveals a list of subscribers To edit a record for one of them select their email address You ll be taken to the User Details page and be able to change anything about that individual including their Subscribed lists There are four tabs in each subscriber record User Information Subscribed Lists Opt Out and Custom Data User Details support whatcounts com whatcounts Note Switching tabs will automatically save changes Subscribed Lists Opt Out Custom Data E Mail support whatcounts com First Name Last Company Address City State OOo Zip Country United States Phone Fax l i Browser Unknown IP Address show Events Globally Opt Out Figure 25 User Details Edit Subscriber page The User Information tab displays any of the default field information you have collected about this subscribe If that subscriber has either opened an HTML email or clicked on a tracked link we will also attempt to include information like their IP Address as well as browser and email client information The Subscribed Lists tab will show all the lists in your realm Any boxes that are checked indicate that the subscriber i
172. ragraphs of text Blog entries can contain HTML which allows embedded images and links to other web based content Entries can then have comments associated with them This feature allows your blog to Support some level of interaction with your readers Whether or not you allow comments to be made is left up to you to decide The blogging system allows you to capture blog content and place it directly into your email templates The interface is intended to be utilized entirely within the WhatCounts system and has no external components or interfaces The risk of abuse from external forces is limited providing a high measure of security Blog security profiles are respected through this interface So if your blog has certain access requirements you may be required to provide credentials with your request IP addresses are automatically delivered to the interface should they be required The blog feature is complex and addressed in several sections e Configuring Blogs includes the creation and editing of blogs and their properties as well as testing the blog to ensure correctness e Setting Blog Security describes how to create security policies e Creating Blog Templates describes how to create or customize a template in which to display your blog e Emailing Blog Content describes how to include blog entries in your campaigns e Blogging includes using the blog features such as posting entries and comments in the actual Blog 99
173. red in all the appropriate information select the CREATE button As long as the Send welcome e mail box is checked your subscriber will receive an email within the next few minutes with all the information necessary for them to log into your realm 129 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re 13 Advanced Topics Using Get and Smartget to Pull External Content The template language has two special tags designed to help you pull external content into your template at List Test or Run time These tags will grab data from any URL you provide However it does this only when the list is first tested or run regardless of the number of messages being generated Put another way these template tags do their work at the beginning of a publishing run They don t impact the content on a per message basis These special tags are get and smartget and they operate similarly The only difference between the two is that the smart version attempts to correct relative URLs it finds in the external content It works for relative URLs found in style sheet tags image tags and backgrounds within tables Of course it s always recommended that the HTML content you use for you
174. reordering a Question will cause the remaining Questions to renumber ensuring that the number order remains sequential Creating and Editing Questions To create a new Question click the Create a New Question link at the bottom of the Survey Page page To edit an existing Question click the link to the Question from the Question column in the list Ordering Questions To reorder a Question click the arrow buttons in the Order column for the Question e Click to move the Question to the top of the list as the first Question e Click to move the Question to the bottom of the list as the last Question e Click to move the Question up one e Click to move the Question down one Deleting Questions To delete a Question click the button in the Delete column for the Question Deleting a Question will also delete all associated Options Deleting a Question cannot be undone Before deleting a Question verify that it does not contain any information that you wish to keep 91 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Survey Questions Once you have created a Page you can define Questions to fill the page This is done by clicking the Create a New Question link at the bottom o
175. review the Tags within your content click the View Tags icon or link This will display a list of the Tags found in the Template Each Tag includes columns to indicate in what format the Tag was found A green check icon will appear in the Plain HTML AOL and WAP columns to indicate the formats in which the Tag was found Analyzing Content You can help prevent your messages from being targeted as spam by running a content analysis when you create or update your template This will review the content of your proposed email against a list of commonly filtered terms To run the content analysis 1 Create and save a template 2 Preview the template either from the Template list or from the Edit Create Template page 3 Inthe Template Preview page click the Content Analysis link 4 Choose the type of content you would like to analyze Plain Text HTML AOL 5 Select the List and Template 6 Select the Timeout threshold This will allow the analysis to stop if it takes too much time 7 Click Scan Message to analyze the content You can also run the Content Analysis by going to Content gt Templates gt Content Analysis When the analysis is complete the results page will display the name of the list and template the format of the content a preview of the message and the result of the analysis 23 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secr
176. rmation into the system Custom fields do more than simply store your information Whatever is stored within them can be merged into your templates So if you did in fact create a custom field named membership_status and it contained either a Y or an N you could do things like the following inside your templates lt H1 gt Welcome colt membership status Y then print member else print guest Custom fields can also be used for performing segmentation as you will soon seen and allow you to direct very specific information to highly targeted audiences Creating Custom Fields Access Custom Fields by selecting that item under the Segmentation drop down Custom fields can be one of the following types e Number e Date e Text Field e Large Text Field Create the custom field type that best matches your intended use and the type of data you plan to store When choosing a name for custom field it is best to select one word names You may also use an underscore to join words In the example above membership_status would have been defined as a text field But if your database represented members by the value 1 for example and non members with 0 you could choose number as the type for your custom field 72 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise comp
177. rmation that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Quick Guide Lists Edit Add a Blog Name Content Subscribers Segmentation Research Customer Center General Comments Access Security Tracking Merging Media Description Template Date Format Image URL Workflow Public air_template01 v w some templates utilize the tag Fblog picture which will be set with any URL you specify here E Approval required before entries are published Send to Figure 47 Edit Blog Page 2 Enter a name for the blog in the Name field This is the name that will be displayed using the blog title tag in the Blog Page template see Blog Templates for more information 3 Click Create to save the Blog The new blog will appear in the Blog List and only the blog creator will be able to post entries To make the blog more accessible secure and interesting you can also set more advanced properties during the blog creation process To do this select the tab that manages the properties you would like to edit and make your changes These tabs include e General Basic Blog properties e Comments Blog entry comment rules e Access Options to access the blog e Security Rules for accessing and posting entries
178. romised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re The number custom field must be comprised of only numbers If you have alphabetical characters or symbols in a field do not select type number as that will cause your data to be corrupt The difference between Text fields and Large Text fields is that the latter is usually used for blurbs of comments While Text Fields are limited to 512 characters Large Text fields have no limitations However unlike Text fields Large Text fields cannot be used with Segmentation rules Creating Segmentation Rules You can segment your list into pieces for targeting certain subscribers Segmentation rules can be used to separate lists by e membership status e purchase history e demographics locale Although the WhatCounts platform allows you to create as many lists as you like it is common to have only one or a few lists and then take advantage of data structures to form important groupings or segments To create a custom Segmentation rule click the Add New Segmentation Rule link on the Segmentation Rules page This will display the Edit Add Segmentation Rule page Quick Guide Lists Content Subscribers Segmentation Research Customer Center Edit Add Segmentation Rule Rule Name Description rh AND OOR how each rule condition interacts with one another ypes Conditions Fi
179. rvey The Description field allows you to explain the purpose for the Survey and can be displayed on the start page of the Survey To display the description first enter text in the Description field and then select Display Description If you are not using the default Start Template then ensure that your template includes the appropriate tag to display the description See Start Page Template for more information on how to do this 87 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Activating a Survey Users will be unable to access a Survey unless it is active To activate a Survey select Active A icon will appear next to the Survey on the Surveys page To de activate a Survey unselect the Active option A icon will appear next to the Survey on the Surveys page Selecting Templates Surveys will render with basic formatting by default If you wish to change the formatting of the Survey you can create and set your own template To render the Survey with a template select a template from either the Start Template or End Template listbox If you need to define a template click the Create a New Template link and follow the normal template creation steps For more information on the available
180. s com bin alias email method post gt lt input type hidden name alias value Sales team gt lt input type hidden name realm value yourrealm gt lt input type hidden name from value lt someone yourcompany com gt lt input type hidden name subject value Sales Opportunity gt lt input type hidden name template value Demo Request gt lt input type hidden name html value 1 gt lt input type hidden name goto value http www yourcompany com thankyou html1 gt lt Lable gt lt tr gt lt td gt Your name lt td gt lt td gt lt input type text name custom name size 32 gt lt td gt lt tr gt lt tr gt lt td gt Your email address lt td gt lt td gt lt input type text name custom prospect email size 32 gt lt td gt 0 a SLES lt td gt Product you are looking for lt td gt Loe lt textarea name custom product cols 50 rows 10 gt lt textarea gt r Ed ICES lt tr gt lt td colspan 2 align center gt lt br gt lt input type submit value Send Information gt lt td gt lt tr gt lt table gt lt form gt 52 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Inputs The following are the standard inputs you must set in order to have the form work for your pur
181. s occurred attempting to forward your message to a friend Please go lt a href jJavascript history go 1 gt back lt a gt and try again lt p gt What Goes Where Any custom pages you create for the FTAF process can either be uploaded to your website or the Media Manager In order to define what HTML pages will be used for FTAF you need to enter the locations of these pages on the ADVANCED tab for your list Make sure all of the URLs you enter include the full location of the page including BEEPS 34 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Mote Switching tabs will automatically save changes Base URL Fornvard to a Friend FTAF Custom form Envelope Landing page Error landing page Allow anonymous requests Figure 16 FTAF Options on the Advanced Tab of a List FTAF Anonymous FTAF Anonymous is used in situations where the individual forwarding on your message is either not a subscriber or you would like to start the process outside of an email Campaign You can create eCards on your site and allow visitors to forward them on to friends using FTAF Anonymous Using FTAF Anonymous In order to use FTAF Anonymous you must set up a special list t
182. s subscribed to that particular list We will also include the date and time of subscription be it through a subscription form import or Batch Subscribe Any lists the subscriber has opted out of will be marked in red The Opt Out tab is similar to the Subscribed Lists tab but it details the lists that subscriber has opted out of It will include checks in the boxes of the lists for which the subscriber has opted out and will also include a date and reason for the opt out Any lists the subscriber is currently a member of will be indicated in bold If you would like to opt a subscriber out of all lists current and future in your realm check the Global Opt Out box on this tab and hit UPDATE You can also select the Globally Opt Out link at the bottom of any tab in the subscriber s record 60 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Finally the Custom Data tab lists all the custom fields that have been created in your realm If you have collected any custom information for this subscriber it will be shown here Switching tabs in a subscriber record will automatically save any changes made on that tab Alternatively you can select the UPDATE button at the bottom of the User Detai
183. s trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re The date attribute supports the following options In the absence of complete date information the current day month and year is assumed Option Description lt year gt Displays entries inserted during the designated year ee For example year 2005 lt month gt Displays entries inserted during the designated month ee For example month 3 lt day gt Displays entries inserted during the designated month ae For example day 27 yesterday Displays entries inserted yesterday ee For example date yesterday thisweek Displays entries inserted during the current week For example date thisweek thismonth Displays entries inserted during the current month For example date thismonth lt date gt Displays entries inserted during the designated month For example date june 1 2004 OF date june 2004 lt range gt Displays entries inserted during the designated date range The hyphen character is used to separate the two ranges of which there must always be two For example date june july OF date junel juned Sort Override Blog entry sorting is normally controlled by the blog s settings as defined through the blog editor To override these settings you can use the sortby lt option gt command SSblog name lt blogname gt sortby l
184. scribers wizard Selecting the Consolidate subscription information checkbox means that each email address will only show up on your list once regardless of the number of lists to which that individual is subscribed After selecting your list segmentation and format you re presented with a screen that displays the number of people that will be exported and allows you to select what subscriber fields in addition to email address you d like to export Like the import wizard the export process is capable of functioning in the background So once you start it you don t need to wait for it to complete When it s done you ll be alerted by an email message 58 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re You can download you exported data file through the WhatCounts File Manager which can be accessed through the Content drop down menu If the progress screen is left displayed your browser will automatically be redirected to the File Manager upon completion of the export File Manager The file manager displays a list of files that you can view download FTP or delete To view a file select it with your mouse It should display in your browser s window Some files can t be display in
185. search tab in the WhatCounts user interface is the entry point for the real time analytical reporting It s here that you ll go to obtain open and click through tracking information as well as bounce and opt out data Campaign List Whenever you run one of your lists you are creating a campaign The only exception to this is when a list has been defined to use a sticky campaign number In this case only a single campaign is created the first time the list is run The WhatCounts system records the start time for each campaign run and that information is shown in the campaign list To view the Campaigns list go to Research gt View Campaigns Quick Guide Lists Content Subscribers Segmentation Research Customer Center Campaigns Customer Show campaigns for list Number to display Display whatcounts All 5 most recent m Normal Pieces Hide List Campaign Template Segmentation Date Sent Sent l Company Newsletter Serice Advisory Serice Advisory List 10 12 04 11 29 AM 202 of Company Newsletter newsletter Actual Customer 10 20 04 4 45 PM 256 O Company Newsletter Serice Advisory Serice Advisory List 10 26 04 5 59 PM 206 J Company Newsletter newsletter 20041027 Actual Customer 10 27 04 8 46 PM 248 Company Newsletter newsletter 20041103 Actual Customer 11 04 04 7 22 PM 250 J Hide selected Figure 57 Campaigns list page By default the list shows the last five campaigns run You can change how many entries are shown by
186. secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Using the Microsite Viewer Utilizing the WhatCounts articles feature is a convenient way for you to organize content and keep it separate from any particular template Many customers have begun using articles because they offer them a convenient way in which to edit their material without having to worry about HTML coding Still we ve heard some of them ask for help creating Micro sites because the content they wanted to deliver to their users couldn t fit design wise within their newsletter format Maybe you ve been wondering the same thing You ve got a newsletter and you want to have several short capsule summaries of much longer content appear The conventional solution was to link off to static web pages on your site or micro sites that we helped you create This solution works but it s cumbersome and introduces multiple places where you d have to edit your content The Microsite Viewer in essence creates pages for you using your articles and your templates completely dynamically and on demand Here s how it works You create a template that represents the container for your page by placing HTML inside it within the HTML cell Give it any name you like You create an article that you want to have displayed within that page Inside your newsle
187. selecting a different value in the appropriate drop down list To obtain more detailed information for a particular campaign click on its name This will display the Campaign Details page 118 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Quick Guide Lists Subscribers Content Segmentation Campaign Detail Company Newsletter Template newsletter 20041103 Segmentation Actual Customer 250 pieces sent Format HTML Tracking opens links View HTML Plain Text Flex URLs e Atotal of 250 messages were sent e 275 messages opened 111 unique e 66 click throughs were recorded 26 40 e O requests to display using the display msg feature e O hard bounces 0 00 e 1 soft bounces 0 40 e 0 manual opt outs 0 00 Figure 58 Campaign Details page Open Rates Sent 11 04 04 7 22 PM campaign has been active 10 days 17 hours 53 minutes Overview Click throughs Bounces Top Domains Compare Email overview to me Prepare data file of click through events Archive Links Research Customer Center TOTAL OPENS OPEN RATE The first screen of the detailed campaign view will show the total number of pieces read as well as calculating the open rate The open rat
188. sent out for this campaign e Flex URLs Allows you to change any of the URLs in the email that was sent out to your subscribers To change a URL select the Flex URLs link and choose the URL you would like to change A text box will open with the current URL Change it to whatever you wish and hit UPDATE The next time someone selects this URL in your email even if they had selected it previously they will be redirected to the new location Archive Viewer You can view an archived copy of any campaign that has been sent In the Campaign Overview page click Archive Links to display the Archive Viewer page Archive Viewer Link Generator The first set of links can be used to display the content from the selected email campaign in either HTML or Plain Text format You can either select the Plain Text link or explicitly specify plain text content by adding one of the following to the end of the HTML URL amp html 0 amp format p e S format t 121 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Most Recent Campaign Link The next set of links can be used to display the most recent campaign for the list corresponding to the selected campaign These links will always display the most recent ca
189. ser Manual Re On the screen that appears make the following selections List name Select the list you want to deploy publish Template Select the content you want to be sent to that list Segmentation Select any segmentation you want applied to that list for this campaign Format option Select the format of the content that will be sent to your subscribers Start Time Select the time you want the list to be sent Frequency Select the frequency with which you would like this Campaign sent If the frequency of your publishing is high such as 15 minutes 30 minutes or hourly you might want to uncheck the Notification option so you are not bombarded by confirmation messages Notification Check this box to have a notice sent to you when your Campaign in actually deployed Once entered the system will automatically start and send your list at the specified time If the Notification box was checked you will receive an email message when the list has been sent confirming that the action was performed Sticky Campaigns If you ve got a list that you re scheduling to publish very often such as daily or hourly you might consider setting an option for that list so that the same campaign number is used over and over If you don t do this there will be a new campaign record created every time the list is run This may make analyzing the data in your reports very difficult Consider a list scheduled to run every 15 minutes T
190. ser Manual Re Required Checkbox to define that the user must choose an Option for this Question before proceeding to the next page Listbox to select on which Page the Question will appear Align Form Field Listbox to select how the form field will be aligned next to the Option text Possible alignments are Left The text will appear to the left of the control Right The text will appear to the right of the control Align Options Listbox to select how checkbox or radio button Options will be aligned in the form Possible alignments are Horizontal Options will appear in a row next to each other Vertical Options will appear in a column Textbox Select Size Textbox to define the width of a textbox field if Text Box is selected or the number of rows displayed in a select list if Select Option List Scrolling is selected TextArea Rows Textbox to define the height of a textarea field by number of rows if Text Area Field is selected Recommended 5 10 TextArea Cols Textbox to define the width of a textarea field by number of columns if Text Area Field is selected Recommended 50 70 Ranking Range Textbox to define the number of radio buttons displayed to rank preference if Ranking Matrix Table is selected The default range is 10 and must be greater than 1 Ranking Width Textbox to define the width of the table if Ranking Matrix Table is selected The default width is 80 and must be 25 to 100 Ranking least
191. settings Cancel Continue Figure 26 Run Wizard First Step Select the List Name and Template Select a Format option The options include the following Send plain text to everyone and Send HTML to everyone will send the selected format all of your subscribers regardless of any preference they may have indicated when subscribing to your list 67 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Send Multipart MIME to Everyone takes the HTML and plain text sections of your template and creates a package the Multipart MIME message When a MIME message arrives at your subscriber s email client it is able to determine whether that client can render HTML If it can that s the portion of the MIME message your subscriber will see If their email client cannot render HTML your subscribers will see the plain text portion of the MIME message Subscriber Selected Format sends email to subscribers based on the format that is selected in their subscriber record If you have no collected or imported a format preference for your subscribers do not select this option If you do your subscribers may all be sent plain text the default import format when no other selection is ma
192. shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Example Code An example Question Page template may use the following code lt html gt lt head gt lt title gt Survey tsSURVEY NAMEs lt title gt lt style gt Questiontext font family Verdana font size 10px sOPCiontext font family Verdana font size LOox color lt style gt lt head gt lt body gt lt Lable gt lt tr gt lt td gt PAGE NUM of PAGES lt td gt lt tr gt lt treo lt td gt seSuURVEY PROGRESS2 lt td gt lt tr gt lt tr gt lt td gt lt h2 gt SURVEY NAME lt h2 gt lt td gt lt tr gt lt tr gt lt td gt ta MESSAGES lt td gt lt tr gt LEr gt lt td gt lt form method post action bin usurvey gt lt input type hidden name page num value PAGE NUM gt 6SQUESTIONSS lt p gt lt input type submit name cmd value Next gt lt LO L td gt lt tr lt table gt lt body gt lt html gt 145 808080 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re End Page Template The End Page summarizes the results of the Survey and can include any closing messages The End
193. sing for security reasons A form that allowed you to put in any destination email address fill out your message and have it sent could easily be turned into the equivalent of an open email relay Although anonymous email forms aren t allowed for this reason we have created similar functionality using a feature called Email Alias The Email Alias feature is easy to use and works by collecting data from your form and pouring the results into a template that you specify prior to emailing That way you can control the look and feel of the message delivered e Create an Email Alias by going to http whatcounts com bin alias manager choosing a name and entering one or more email addresses in the Macro field e Create a form you ll use to collect your information e Create a template that will be used to pass on that information e Test it 51 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Sample Form In the sample HTML form code below notice the input names in bold You will want to change the values of all of these inputs to match things like your realm name what you want to use as a from address and the template your data should be merged into before sending lt form action http whatcount
194. t Error Landing Page The Poll Error Page does not use a specific Template but is available to display a message indicating that some type of error occurred after the Poll selection was submitted Example Code An example Poll Error Page may display a message using the following code lt p gt An error has occurred with this Poll Please go lt a href javascript history go 1 gt back lt a gt and try again lt p gt 142 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Surveys The Survey Tool uses three templates to format the pages in a Survey a start page template a Question page template and an end page template Start Page Template The Start Page introduces the Survey A Start Page template supports the following tags Function 6SSURVEY_NAME S The name of the Survey 6s6SURVEY_PROGRESS The progress bar indicating the current page and how much of the Survey remains 6sSURVEY_DESCRIPTIONS The description of the Survey Note This will only display if you select the Display Description checkbox on the Survey settings page Example Code An example Start Page template may use the following code lt html gt lt head gt lt title gt My Survey Start Page
195. t Friend 2 lt td gt lt td gt lt input type text name email 2 gt lt td gt lt td gt lt input type text mene Tirer 2 gt lt to gt lt CES lt LI gt 30 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re lt td valign top gt Message lt td gt lt td colspan 2 gt lt textarea name message cols 30 rows 4 gt lt textarea gt lt td gt Ler SUr lt td colspan 3 align right gt lt input type submit name submit value Send gt lt td gt lt 7 Cr lt table gt lt form gt Forward your message to a Friend Subject A friend wanted vou to see this Email First Hame Friend 1 Friend 2 Message Send Figure 15 Custom FTAF form for a multiple recipients Envelope The Envelope is an HTML page into which the content of the original message is poured The friend will receive the original campaign surrounded by this Envelope In addition to controlling things like the background color the Envelope is used to add a personal message from the subscriber to the friend Other information like a special offer or a subscription form can also be added to the Envelope To add a subscription form to your envelope you ll first need to g
196. t can be reached using ane of the URLs below Youre welcame to use whichever one you like http Aww whatcounts com blog realmname blogid http Aww whatcounts com blogrealmia blogia http Aww whatcounts com blogrealmname blogname http Aww whatcounts com blog realmid blogname http waa whatcounts com blog pid id If you d like to send a friend a brief message about your blog we can help you Click here to launch a pop up window to begin Figure 50 Edit Blog Access Tab URLs The multiple access URLs allow you to choose how you would like the URL to appear in a browser address bar You can select any of the URLs to represent the link to your Blog Click any of the links to test that the Blog opens as expected Invite a Friend Clicking the link will display a pop up window In this window you can specify an email address to send a message as well as edit or change the Subject line and content of the message 105 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Use this form to send a brief plain text message to one or more friends or colleagues We ve included a sample message but youre welcome to change it if you like Ta email separate multiple addresses by comma semicolon or spaces From
197. t match your segmentation rule will be exported N Way Sampling Email is a perfect medium for testing new ways to communicate with your customers It s fast and relatively inexpensive N way sampling is a feature which can be used to split up your lists into equally sized pieces so that you can perform different tasks with the subscribers defined by those pieces For example if you had three offers you wanted to test against a small list of 3 000 users you could use the N Way Sampling to create segmentation rules that could be used to accurately separate your list three ways You could then send each of your offers to each of these segmentation groups and compare the results 78 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re The N Way Sampling can split a list into n pieces you define the value of n in a linear or random fashion In the case of our test group of 3 000 users a linear separation would go through the first 1 000 people and assign them the number 1 the second 1 000 the number 2 etc If you selected to break your 3 000 user list in 3 pieces randomly then each person in the list would receive a 1 2 or 3 in a random manner N Way Sampling can split up an entire list or one defined by a s
198. t option gt For example the following tag would insert the blog named MyBlog and sort the entries by date with the most recent entry first 6sblog name MyBlog amp sortby date The sortby command supports the following options Description Sort entries by date with the most recently created first 6Sblog name MyBlog amp sortby date 116 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re date_desc Sort entries by date with the most recently created last 6sblog name MyBlog amp sortby date desc alphabetical Sort entries alphabetically by entry title SSblog name MyBlog sortby alphabetical alphabetical desc Sort entries reverse alphabetically by entry title SSblog name MyBlog sortby alphabetical desc Sort entries based upon their ranking as defined through the UI SSblog name MyBlog sortby ranking 117 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re 12 Research and Analysis The Re
199. te Cl Content is UTF 8 Optional charset designation Advanced settings Wrap text for editing only and control Content Encoding LJ Let child realms use this template Groups C We Figure 6 Edit Create Template page 5 Enter a descriptive Name for your template This will not be seen by email recipients but it is useful to differentiate one template from another 6 Enter a Subject to appear as the subject of the email message delivered to recipients Move your cursor to the Template field and begin typing plain text content To enter HTML content press the HTML button That button will now have an outline around it to indicate that it is selected Enter some HTML content for your message 9 If you would like to enter AOL specific content select the AOL button For information about formatting email especially for AOL visit http postmaster info aol com 10 Click the Create button to save your work Advanced settings and controls Content is UTF 8 Optional charset designation Wrap text for editing only Content Encoding Let child realms use this template Unicode formatting used if you are creating templates in languages other than English Check this box to wrap the text in your template window to the visible space This will not alter your template at all and is simply for viewing Select a type of content encoding for formatting in languages other than English and UTF 8
200. the Article and a element is the element to display The following table defines the elements of an article for use with the article tags Elements Description Article ttle description Any descriptive information you may have associated with your article Similar to a subheading Article callout or summary Body copy the content itself Author s name Author s email address Author s bio 139 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc 15 Appendix B Example Forms and Templates The following sections provide examples of code for forms and templates used in the WhatCounts platform These examples will help you understand how your code should be formatted in order to display correctly in your web pages and email campaigns Polls The Poll Tool uses one template to display the results of the Poll in a Landing Page You can also customize the Poll form and create an error landing page Poll Form When the Poll form is generated using the Poll Wizard it will not contain customized formatting You can customize the format of the Poll once you have placed the generated code into your web page or email Template Example Web Poll Form An example Poll for the web may use the following code Notice the for
201. the Content Analysis score The Analysis will detail what items in the message are likely to be caught HTML messages are more likely to score higher than plain text especially when there are hyperlinks with words such as click here the entire message is made up of only images or a large amount of text is in all caps The analysis will point out things that you can change in order to lower the spam score Previewing Content To get a preliminary feel for how the content will look use Preview to view your content The preview of the content will be displayed in a new browser window E http www whatcounts com WhatCounts Preview Microsoft Internet Explorer Plain Text HTML AOL Content Analysis WhatCounts October Newsletter Figure 13 Template Preview page 24 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re The preview window provides links to view the Plain Text HTML and AOL content as well as an option to analyze the content for items that may be caught by SPAM filters For more information about the Content Analysis link see Advanced Content Management Content Analysis Although it will render a good approximation the browser will not behave exactly like a
202. the My History feature A new menu item will appear in the Customer Center drop down titled My History From the My History you ll be able to see all the things you ve been doing Simply select any of those items to quickly repeat a task Only tasks we have deemed good candidates for safe automated repeating are presented in the My History menu For example we purposefully don t include things like deleting lists or templates as those activities should be tackled with care Create New User If you have Administrator access you can easily create accounts for other individuals in your office who you would like to use the WhatCounts system For security reasons it is preferable to have individual accounts for users rather than creating a generic shared account Another reason it s good to have an account for each user is that reports and notices of task completion like subscriber imports or list runs are emailed to the address of the individual who is logged in To add a new user select the Create New User option from the CUSTOMER CENTER drop down At minimum you should enter an email address phone number and first and last name for each user You will also need to select a permission level that is appropriate for the access you would like that individual to have Permissions Description Administrator Anyone with the admin permission level can create edit and delete lists templates and subscriber records They can also
203. title RSS 2 0 href S Sblog url amp cmd rss gt Lle Cos SUPPORT The following is wstratghit C o vih p cirie tags for blogs entries calendar and comments The calendar tags are special in that the blogging system will ALWAYS use these very specific names Most of the other element class names Can be eManged but blog Calendar DIog Calendar dan etc must be defined within your style sheet internal or embedded for calendars to display properly gt lt style type text css media screen gt Tiss a a visited color lt 15900 153 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual 100 TILLS background color FF9418 Wargin lox padding left 5px padding top 10x padding bottom 20 font family Tahoma Helvetica sans serif font weight bold fort si17e J30pt color FFF 100 description background color FF9418 Margin 0ox padding left 5px padding bottom Spx font family Tahoma Helvetica sans serif font weight bold font size 159p color FFF sSuLry Tile font family Tahoma Helvetica sans serif padding left Spx padding bottom 20x7 font weight bold font size 1l5pt color 000 sentry body background color FFF
204. tive Anonymous ClAnonymous entries are permitted repeat entries as well Landing Page Error Landing Page Answers Choice 1 Choice 2 Choice 3 Choice 10 Results Result Template No Template m Result Image http Awww whatcounts com images blue_dot gif Results Font helvetica sans serif Max Pixel Width 100 Show Stats Show statistics Result as C Display results as percentages Figure 34 Edit Add Poll page You will need to provide the following information Poll name Question Active Anonymous Landing Page Error Landing Page Choices Users will not see this information provide a name that s useful to you What would you like to ask Check this box to permit entries to the poll Is the poll anonymous or should it be only for registered users If you want only registered users to enter leave this box unchecked Where users will be directed after successfully answering the poll Where users will be directed if there is a problem with their poll entry Up to ten can be entered 81 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual KY You can also have the
205. to initiate the Profile Editing process The SIE Subscriber Information Editor has a mode that will automatically email someone a message containing a link they can use to start the editing process To use it simply create a form similar to the example below and place it on your website Be sure to replace yourrealm with your actual realm name lt form action http whatcounts com bin sie method post gt lt input type hidden name cmd value genkey gt lt input type hidden name realm value yourrealm gt Email lt input type text name email gt lt input type submit gt lt form gt After a subscriber enters their email address into the form and presses the SUBMIT button the SIE program will generate an email message and send it to the subscriber The email message will contain a link that will allow the subscriber direct access to a form where they can edit their profile 62 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Custom Page Styles and Landing Pages The Profile Management system allows you to use your own page style for the editing form as well as being able to specify custom landing or thank you pages If you would like the Profile Edit pages to carry your branding look and fe
206. tor Enter the text you would like to hyperlink in the Text field Enter the URL in the Link field Click Insert to insert the hyperlinked text or Cancel to close the dialog box To hyperlink an email address precede the email address in the Link field with the command mailto For example mailto support siteurl com If you do not see the Insert Link button click on the dotted line to the left of the Copy button and drag it away from the template window This will detach the toolbar so all the buttons will be available Click the red X in the upper right corner will reattach the toolbar to the editor Inserting Tables To insert a table into your content click the Insert Table E button An Insert Table dialog box will display with tabs to define the table and cell sizes set border and background colors and preview the table Enter your desired settings and then click the Preview tab to view your table before inserting it into your content Border color may not be visible in the Preview tab or WYSIWYG editor Click the Preview button to see your exact table Keep in mind that the template must be saved before using Preview 19 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual amp
207. tor enabled Accessing the Editor WYSIWYG can be enabled at any time while you are editing a template by clicking on the WYSIWYG icon in the Edit Create Template page A green checkmark on the button indicates that WYSIWYG is currently disabled Click this button to enable WYSIWYG to edit the current template w 4 A red X on the button indicates that WYSIWYG is currently enabled Click this button to disable WYSIWYG for the current template only If you prefer to have WYSIWYG always enabled set this in your WhatCounts user profile To do this go to Customer Center gt My Profile and select Enable advanced WYSIWYG template editor Click Update to save the change 16 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Using the Editor To use the WYSIWYG editor open or create a new template The Edit Create Template page will display and the Plain Text button will be selected To view the WYSIWYG editor click the HTML button and wait for the Java applet to load mh 6 a n a a b u SF Z ea plei OASIAYG Code Figure 8 The WYSIWYG editor Note The WYSIWYG Editor requires Java support in your browser If a Security Warning appears click Yes or Always to enable the Java appl
208. trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re 10 Surveys The WhatCounts Survey Tool allows you to create Surveys or quizzes and then deploy them to your subscribers A Survey consists of three components a start page one or more question pages and an end page The Start Page introduces the survey allowing you to define its purpose and nature The End Page concludes the Survey displaying final messages or results Each Question Page is comprised of Questions and Options or answers There is no limit to the number of pages in a survey or the number of questions per page For example you can create a single page of 80 questions or you can split the questions into logical groupings and assign them to any number of pages Each question can have any number of options Questions may be required or optional and an option can be set as a correct answer for quiz like Surveys Surveys are accessed from the WhatCounts Content menu To access the Surveys go to Content gt Surveys This will open the Surveys page Quick Guide Content Ss Subscribers Segmentation Research Customer Center Templates Articles Tracking Exclusions Calendar File Manager Media Manager Figure 35 Access the Surveys The Surveys page displays a list of the existing Surveys It is the starting point to create a new
209. ts Once the Survey has been distributed you can view the results To view the Survey results click the button from the View Stats column in the list Customizing Survey Templates The Survey Tool uses three templates to format the pages in a Survey a start page template a Question page template and an end page template A Survey will use a default WhatCounts template or you can create personalized templates for each page using by customization tags For a list of the customization tags and example template code see Appendix B Survey Templates 98 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re 11 Blogs The WhatCounts Blog system provides an interface and tool very similar to some of the most popular blogging products on the market today At its heart the WhatCounts blogging system is a way to create edit and manage content This content can be e used to display content on a web page like a normal blog e included inside email templates so that they can be distributed via email e distributed through a syndication model like RSS A blog is a collection of entries You can create as many blogs as you like with as many entries within each blog Each entry is typically one or more pa
210. ts To improve the effectiveness of your e mail campaigns and to personalize your content you can use special template tags These tags work in all template formats and forms The following sections describe and define the different tags supported by WhatCounts Subscriber Information Tags The following table describes tags that can be used to insert information from the subscriber record into your content Description sefemails s Displays the subscriber s e mail address It is useful when used in conjunction with the UNSUB HREF tag as in lt A HREF SSUNSUB HREFS gt Unsubscribe EMAIL lt a gt SsS first Displays the subscriber s first name SSSlast Displays the subscriber s last name Scompany Displays the subscriber s company Displays the first line of the subscriber s street address Displays the second line of the subscriber s street address 135 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Custom Tags If you have defined custom fields you can use them within your templates as tags Custom Tags work in the same manner as the subscriber information tags to insert custom information from the subscriber record into your content To do this you must
211. ts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re blog name lt blogname gt amp realm lt realm name gt For example the following tag would insert the blog name MyBlog and from the realm MyRealm 6sblog name MyBlog amp realm MyRealm A Permalink also contains realm information and can be used alone Security If a security policy is associated with your blog you may be required to provide additional information to validate users This can be done by explicitly specifying the user name and password to access a specific blog Use the attributes user lt user name gt and pwd lt password gt to include this information ssblog name lt blogname gt user lt user name gt amp pwd lt password gt For example the following tag would insert the blog name MyBlog and allow the user Mary with the password mypass to access the blog moo 00 6Sblog name MyBlog amp user Mary amp pwd mypass Debug Mode If a blog cannot be found or the security attributes are not sufficient to gain access the blog command will render an empty space in the template instead of entries If you are testing the interface you can include the sdebug 1 attribute to display error an
212. tter template you place the tags that enable elements from your article to displayed specifically things like its title and callout For the template that will display your full article you place these same tags as well as one for the body of your article examples below You also place a special link inside your newsletter template that points to the new Microsite Viewer The Microsite Viewer can be accessed through http whatcounts com bin msv If your organization has established DNS aliases that allow you to use your own domain you can replace whatcounts com in the above link with the Base URL you have already set up 48 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Program Arguments Usage The Microsite Viewer takes several arguments which tell it which template to use and which article to pour into the template Here s the list Flag or Description and Usage Argument id u or user This is the subscriber ID that s specially coded You can assign it in optional your newsletters by using the tag SUBSCRIBER_ID_TAG a article or This is the name of the article you want to display inside the article_name template It should match the name that appears in the article list exactly To
213. ubscription Enter a fully qualified URL of the page where you would like users sent 6 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Tracking Tracking is important because it gives you the chance to see how your list is performing Are you interested in knowing how many people are opening your HTML messages or what links within your messages are being clicked on If so you will want to enable these tracking features Note Both tracking options are enabled by default when a new list is created Track when HTML This checkbox inserts a special tracking tag into your readers open email HTML content The number of people opening your message can then be recorded Note Outlook s preview pane will cause the tracking tag to be activated just as it would if the message were actually opened Track click throughs This checkbox tells WhatCounts to replace all links within your content with special WhatCounts links These links allow us to track the number of times each link in your email is selected All links go to servers at WhatCounts where the information is recorded Users are then redirected to the locations you originally intended them to visit This process is invisible to users Although op
214. upports the following tags Description ssSentry updated The date the Entry was created or last updated formatted according the time date settings specified in the blog properties Example Template Code An example Blog Entry template may use the following code which is a copy of the Basic Orange used on the WhatCounts site It is presented with inline comments lt BEGIN ENTRY TABLE gt lt table width 100 border 0 cellpadding 0 cellspacing 0 gt lt tr bgcolor EERERE valign top gt aba with i gt lt img alt src images blogs public rounded_ grey corner tl gif gt lt td gt lt td bgcolor EEEEEE gt lt ENTRY TITLE The title of your entry appears here using the sooeMeEnry titles tag lt div glase entry title n entry cit le s div lt td gt lt td width 6 gt lt img alt _ src images blogs public rounded grey corner tr gif gt lt td gt lt tr gt lt tr bgcolor EEEBEE gt lt td width 6 gt lt td gt 159 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re lt l ENIRY INFO The lt cscentry Uupdareds tag displays the submission date and time The Sentry permalink tag allows readers to link d
215. uppose you wanted to print out a message within your content whenever a recipient s state is Washington You might add the following to your template if state WA then print Hello to our Washington neighbors 25 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re You can also include an else clause For example if state WA then print Hello Washington neighbor else print Hello You can also use simple logic to print an alternate field if one is empty for a certain subscriber For example 6S6if first then printdata first else printdata email i Note If you are printing a field such as emai j use printdata in your logic If you are just printing alternate text such as Hello friend use print Special URL Encoding Click through tracking of URLs is usually completely automatic with WhatCounts However there are some URLs that might not be properly detected within your plain text content For these you ll want to perform some special URL encoding which is described below Unlike HTML URLs in plain text are not encapsulated by lt a href gt and lt a gt tags Because of the lack of well defined separat
216. ut type hidden name goto value SSGOTO S gt lt table gt lt tr gt lt td gt Your email address lt td gt lt td gt lt input type text name email size 30 gt lt td gt lt tr gt lt ET gt lt td gt Your friend s email address lt td gt lt td gt lt input type text name email 1 size 30 gt lt td gt lt tr gt i lt ba gt sub ecu lt Et lt td gt lt input type text name subject size 30 value A friend wanted you to see this gt lt td gt lt tr gt SCE lt td valign top gt Message lt td gt lt td gt lt textarea name message cols 30 rows 4 gt lt textarea gt lt td gt Lero lt r gt lt td colspan 2 align right gt lt inp t type submit name sSubmit value Send gt lt td gt LI eg lt table gt lt form gt 37 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Example Code for several Friends Following is code from an example FTAF Anonymous Custom form that can be used to forward to multiple friends This code includes input for only two friends More of the following inputs can be added to create a form that can forward to a maximum of 32 friends lt C gt lt td align right gt Friend 1 lt td gt lt td gt lt input typ
217. view all research material and modify user accounts through this page An Administrator has complete access to the data within your realm Editor An Editor is allowed to modify template content and run list tests They can also view Research information However they can t create update delete lists or deploy campaigns Support This is the permission level you might give to a support person in your company someone you would want to allow to search for and update Subscriber records and perform web based batch subscribe and unsubscribe actions Someone with support rights can not however create modify or delete lists or templates Nor can they access your research information 128 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes trade secrets and is not to be shared copied disclosed or otherwise compromised without the prior written consent of the management of WhatCounts Inc WhatCounts User Manual Re Monitor We like to call this the boss permission level It basically means anyone you want to have access to your live research data but without giving them access to your lists templates subscriber records etc They get to keep track of your campaigns without being dangerous Visitor This is the lowest level of account based access to the site It basically affords the user permission to view online help and access the customer care features After you have ente
218. your browser and must be downloaded To download a file select it using your right mouse button and choose the option labeled Save Target As A dialog box will appear that will allow you to select a download location for the file For Macintosh users refer to your browser s documentation for information related to saving files in this manner Searching for Subscribers To locate a specific subscriber use the Search for Subscriber feature located under the Subscribers drop down menu Enter in as much information as possible Entering an exact email address is fastest Quick Guide Lists Content Subscribers Segmentation Researc h Customer Center Subscriber Search Realm All Realms x E Mail First Name Last Name M Exact address Figure 24 Subscriber Search page If you wanted to find everyone that has a common address or belongs to the same company you could enter partial information For example to show everyone that has an address from whatcounts com you could enter whatcounts com in the email field and make sure the Exact address checkbox was unmarked If multiple records are found you ll be shown a list from which to choose If only one record is found you ll be immediately redirected to the User Details page with that user s information prepared for you to view or edit 59 Copyright 2005 WhatCounts Inc his document contains proprietary information that constitutes t

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