1. List Menu - eMarketer: Hosted email marketing from Webvisions
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1. e Subscriber Date Based Emails Allow you to send emails for birthdays anniversary s or any date specific event you want to send out to your clients Any subscriber fields that you use must have a default value that corresponds to one of the following date formats 27 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 Create a New Campaign Name This Campaign Po Select the type of campaign you would like to create One Time Campaign Send a one time email Hawe the email sent right away or ata specific date and time hl Aa An email to subscribers after a specific number a luia or pane from when they subscribed More Informat Recurring Campaign An email that will send more than once Such as a campaign that will send every 30 days More Information eMarketer Split Testing Test different versions of yo best email version hl fo email campaign and find the Subscriber Date Based Send emaile based on a subscriber date field a as birthday or contract renewal emails More Informat RSS Updates Email sent only when an RSS fee eae E hay drone Cee ee new RASS contents in your email nformat For simple one time campaigns choose One Time Campaign and provide an internal name this name only appears internally you ll have the option to provide an email subject later Next choose the list that you d like to send the campaign to2. Date Subscribed Time Subscribed Subscriber ID This will place the unique personalization tag FIRSTNAME into the message body HTML Opt in Message HTML Editor BJ m A B Z U ae E Styles Paragraph Font famiy Font GS Gay lim A l lE 4 b f A 2 eae ee EEEE Hi FIR STHAMES Thanks for subscribing Please click the link below to confirm your subscription 6 C OMFIRMILIME SS You can do this for any of the pre defined personalization tags First Name Last Name etc or for your own custom fields Anywhere you see a message editor you should see the personalization button in the toolbar eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 eMarketer 1 2 2 List Segments eMarketer allows you to create multiple lists which you can use to keep your subscribers organized However many people wish to divide up their subscriber lists even further This is known as list segmenting List segmenting allows you to send specific targeted campaigns to small groups of subscribers based on certain subscriber data such as geographical location gender interests etc a powerful marketing strategy Creating A Segment Go to Lists gt List Settings on the right side of the panel gt List Segments to create list segments List Settings Subscriber Fields Subscriber Actions Subscriptions by Email Once you are on the List Segmen
3. Email Address lose 26 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 PeMarketer 3 Campaigns Menu 3 1 Create New Campaign Once you have lists with subscribers you are ready to send campaigns Click on the Campaigns tab along the top and then Create a new Campaign Dashboard Subscribers Campaigns Integration You currenti do not have any campaigns Create a new campaign pr Other options Wea Campaigns choose an option from the nght You have the option to choose from a number of different campaign types e One Time Mailing This is a great campaign type to start with This can be used when you want to send a mailing once and do not require any special timing or recurring features e Recurring Mailing Choose this campaign type if you want to create a campaign that will keep sending at a specific interval of days e AutoResponder An autoresponder is an email that will send out after a specific period of time after a subscribe subscribes This allows you to setup an email to be sent instantly upon subscription 24 hours later 3 weeks after that etc e Split Testing This type of campaign allows you to test a number of messages by sending to a certain percent of your list and then the software will determine the best message based on read amp link click through rates and send that winning message to the remainder of the list
4. e mail message by clicking on edit or delete for the specific message You can also click on Add button to add a new e mail message for future use Manage Messages 3 List Filter Message Format ka Search Advanced Search C Options From Subject Format List s d Edt Delete Jayme Test lt list mailen jaymeemtest webvis net gt Test HTML d Edt Delete Jayme Test lt list mailen jaymeemtest webvis net gt test campaign 1 HTML 1 O Edit Delete Jayme Test lt list mailen jaymeemtest webvis net gt This i test 1 HTML 1 Page 1of1 20 perpage E 3 4 Email Templates Email templates are great for organizing newsletter designs keeping a consistent look across campaigns or getting a custom designed email prepared really quick When you go to Campaigns gt Email Templates on the right side of the panel you will see a list of templates which have been added by default You can edit export these templates if necessary or you can also import any new templates into eMarketer as well 32 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 eMarketer If you decide to design your own HTML template using a different HTML editing program or you may already have an HTML email template that a web designer has created for you You can easily use your own pre existing HTML templates within the eMarketer To do this first create a new
5. new column will appear on the Manage Subscribers page with the fields name as the column header and the specific value will show for each subscriber e Personalization Tag This unique text is used to reference this fields value in various spots such as in messages or Opt In Out confirmations eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 eMarketer Using personalization tags Whenever you need to reference the values from your subscriber fields in mailings just include the unique personalization tag where you d normally include it if you were manually writing it The tag will then be dynamically replaced when the mailing is sent so it s specifically tailored for each subscriber allowing you to quickly create maililngs using a standard template and letting the system fill in the details For example if you have an Opt In email confirmation sent for pending subscribers you can include the subscribers name in the email message which is a nice personal touch Just click the personalization button in the editor toolbar and select the subscriber field you d like to include in the message BE Subscriber Personalization Tags Subscriber s Email Address System Personalization Tags to Subscriber s First Name Global Custom Fields to Subscriber s Last Mame aa Subscriber s First Mame Subscriber s Full Warne Subscriber s IP Address Date and Time Subscribed
6. remove any default HTML code that is already present in the Code Editor view and completely replace it with your own pre existing HTML code After you copy and paste in your HTML code you can easily click the Visual Editor tab again to see a visual representation of the template and you will also be able to make quick changes to the template easily using the WYSIWYG what you see is what you get options that are included with the Visual Editor 33 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 PeMarketer NOTE When editing a template using the Visual Editor some colors font sizes or other styles may not appear correctly This is because the Visual Editor has its own CSS style sheet that it employs during the editing process which may override some of the styles in yourown HTML code However these changes are temporary and only appear during the editing process Previewing the message using the Inbox Preview option or sending a test message to yourself will show you how the message will actually appear when it is sent Once you have named the template chosen the list options if applicable and pasted in your HTML code and made any necessary modifications you can click the button that says Add on the bottom of the page to save the template You can easily make changes later on by returning to the main Templates page and clicking the
7. see a drop down menu next to each field Using this drop down menu choose what each field from your external databases represents in your eMarketer For example if you have a field in your external database called email which holds your subscribers email addresses make sure that that field is matched up to the Email Address option If you have other data fields in your external database that you would like to import as well such as First Name or Last Name you can do so on this step as well Any custom fields you have created in the Email Marketing software can be populated during Database Sync Select which fields you wish to synchronize to their destinations Your External Database The Field To Sync In id int11 3 Do not synchronize this field username varchar 64 4 Do not synchronize this field password varcharl 32 3 Do not synchronize this field first_name text First Name last_name text LastName email text Email Address ss last_login timestamp 3 Do not synchronize this field sourceid intl10 unsigned J Do not synchronize this field sourcelpdated i datetime j Do not synchronize this field gt Please note that the only field that is required by default when syncing data using Database Sync is the Email Address field If you have created other custom fields and marked them as Required those fields will be required during Imports and Syncs as well Also please no
8. the top Then click the Add button Dashboard 1 Campaigns Lists 3 Options List Name E Edit Reports Copy Delete General List Edit Reports Copy Delete List 2 Edit Reports Copy Delete Listi Add Delete Selected Provide a name for your list Add New List List Info Mame of List List 3 7 Additional amp Advanced Settings Then hit the Add button at the bottom O Google Analytics Read Track O Google Analytics Link Tracki Twitter integration requires that c Add Hack eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 eMarketer Your new list is now in the system and ready to accept subscribers Lists 4 Options List Mame Edit Reports Copy Delete General List Edt Reports Copy Delete List 2 Edit Reports Copy Delete List 3 Edt Reports Copy Delete List Add Delete Selected 1 2 1 Subscriber Fields Subscriber fields are custom fields you create to obtain more information from your subscribers The eMarketer by default will include fields for Email Address First Name and Last Name Creating your own custom subscriber fields allows you to fine tune the subscriber experience to your exact needs while obtaining necessary information to enhance your objectives and goals Depending on what type of information you want from your subscribers you have many different form controls to choose from Text Field Tex
9. to support webvisions com 65 67739387 Emails Sent 16 14 12 10 8 6 4 i AN 10 06 10 43 40 20 10 27 11403 List Filter Search User Total Campaigns Total Emails Sent Avg Sent Per Day jaymeemtest Jayme Test 22 3 0 3 4 4 Trend Reporting 4 4 1 Read Trends With our opens by time day trend report you can see what time of the day receives the most opens You can look across all your lists for a specific list or a specific campaign You can also see what day of the week achieves the highest opens By using this data you can find out the optimal day of the week and time of the day to send future campaigns Trend Reports Print Export All Time Reports Read Trends Campaign Reports Monday Tuesday Wednesday Thursday Friday Saturday Sun Seerch List Created Best Hour Alvin Test 10 27 2011 16 25 WA 4 4 2 Email Client Trends eMarketer automatically tracks the email clients your subscribers are using You will be able to view the top email clients for a list and or a specific campaign To view email client trends go to Reports gt Email client Trends on the right side of the panel 36 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 eMarketer Thunderbird 27 0 0 3 Thunderbird 3 0 5 4 Windows Lire Hotr 1 94 Yahoo Mail 3 93 7 37 eMarketer by Webvisions Pte Ltd User Manual Please direct
10. unsubscription message 29 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 PeMarketer Warning Kindly note that all outgoing mails need to include an unsubscription link Create a New Campaign Unsubscription Link Did you know You can insert a custom unsubscription link anywhere in your mailing by editing your mailing and clicking Personalize Include an unsubscription message at the bottom of my email Do not include unsubscription message Additional Message Options Enable read open tracking 0 Actions C Embedimages 2 Click Next and you will be on a page for you to select if you would like send out campaign immediately or set a data amp time for the campaign to be sent out Create a New Campaign When would you like this campaign to be sent Send Immediately wantto send this campaign as soon as review this campaign and click the send now button Seta date amp time to send wantto choose a specific date amp time for this campaign to start sending Click Next and you will be on a page that provides the summary of the campaign Click Send Now to initiate the campaign sending process 30 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 PeMarketer Create a New Campaign Summary gf Campaign Name Test Li
11. user questions to support webvisions com 65 67739387
12. Create a New Campaign Select the list s that this campaign is for E Alvin Test F Jayme test C NEWLIST C test E test2 Select AIl Non ri Next The next step lets you create your email message Choose from a blank email start from scratch or a stock template All of your templates will appear here if you create new ones later on 28 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 Create a New Campaign Select a template to base your email off of SAMPLE COMPANY Newsletter Tite All Templates Previous Messages All Templates amp Messages Once you choose a template or blank email you will be able to edit the message contents as well as Subject From and additional email headers Create a New Campaign Design your email Format HTML Email sa From Name Jayme Test From Email list mslen jsymeemtest webvis net Additional Settings HTML Version Of Your Message creme a message Feten trom URL Upioad Content Visual Editor Code Editor inser Templat O a B 7 U ax ESEJE rz Fot family Fot size BBS MEE FH Oe Svs A CS stk al tl a a Company Name When you are ready to save your email message hit Next or Save along the bottom After hitting Next you will be on the page that show options to include or do not include
13. EF eMarketer User Documentation Guide Webvisions Pte Ltd Contact support webvisions com http webvisions com emarketer eMarketer Table of Contents 1 List Menu Page 3 e 1 1 Creating Lists e 1 2 List Settings i Subscriber Fields ii List Segments ii Subscriber Actions v Subscriptions by Email e 1 3 Other List Settings i Email Confirmation Sets ii Bounce Settings 2 Subscribers Menu Page 15 e 2 1 Add Subscriber e 2 2 Import Subscribers i A File ii Copy Paste iii An External Service e 2 3 View Search Subscriber e 2 4 Export Subscribers e 2 5 Excluded Subscribers e 2 6 Batch Actions e 2 7 Database Sync 3 Campaigns Menu Page 27 e 3 1 Create Campaign e 3 2 View Campaign e 3 3 Email Messages e 3 4 Email Templates e 3 5 Message Variables 4 Reports Menu Page 34 e 4 1 Campaign Reports e 4 2 List Reports e 4 3 User Reports e 4 4 Trend Reporting i Read Trends ii Email Client Trends eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 eMarketer 1 List Menu 1 1 Creating Lists To create lists which hold subscribers click on the Lists tab along
14. conditions to add multiple groups eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 PeMarketer Click Add on the bottom of the page when you are finished adding groups and conditions to save your segment Once you have saved your segment you will be brought back to the main List Segments page where you can edit your segment or view its matching subscribers Example Segments Below is an example segment where any subscribers whose City field a custom field is set to Detroit or Chicago are matched List Segments a W General List W Test List Select All None Name This Segment City is Chicago or Detro Match Type subscribers who match all of the following groups Subscribers who mate any bf these conditions City GLOBAL Is Detroit i City GLOBAL e Is Chicago x Add another condition Add Back This segment has one group and either one of the conditions in that group can be true for the segment to be matched the subscriber can live in Chicago OR Detroit to be a part of the segment Using Your Segment Once you have created a segment you can send a new campaign only to subscribers who match that segment To do this simply click Create New Campaign as usual On the second step of the campaign creation process you will be asked to choose which list s the campaign should be sent to As soon as you cl
15. e Database you wish to synchronize swith Database MySQL Database Mame Database Host Choose tzan localhost database type Database Username Database Password a nd enter root connection info Source Character Set ts Sync Into General List Choose subscriber Active status Autoresponder Options C Send 4utoresponders to these subscribers o Never send any Autoresponders to these subscribers a Next Step Back 3 Choose database table The next step of the process will connect to your database and then show you a list of all of the tables in your database Here you can choose the table which holds your subscriber details NOTE You will also notice that on the right there is an option to add your own custom query This is an advanced option that you can use if you already have a specific subscriber SELECT query in mind which you want to use to select your subscriber information Tables found in this database Or enter a query you vould like to use Cc ach authinta 2 My Custom Query ach globalauth ite Cc em_ abuse 0 em_ approval 23 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 eMarketer 4 Select Fields to Sync The next step will show you a list of all of the fields columns from the table you selected in your external database These fields are shown on the left On the right you will
16. e test E NEWLIST E test E test 2 Select All None domain com 110 bounce 120 Number of times an address may soft bounce before being removed i Number of times an address may hard bounce before being removed eMarketer gt Ull x could not be delivered because the recipient s inbox was full A hard bounce is a permanent error for example the email could not be delivered because the recipient s email address no longer exists If you have created more than one bounce connection in your software you will also see the option to select which list s should use this specific bounce connection eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 14 PeMarketer 2 Subscribers Menu 2 1 Add Subscriber To add a subscriber click on Subscribers gt Add Subscriber on the right side of the panel You can select the list s to subscribe to type in the email address first and last name of the subscriber and any other custom subscription fields which has been created for particular list 2 2 Import Subscribers Instead of adding subscriber one by one you can also easily import the subscribers via the following options AFile Copy Paste An External Service Using the Subscriber Import Tool you can import as many subscribers as youd like and designate which lists status and other options get applied to those subscribe
17. ick on a list you will see an option appear below which says Segment my selected list s Click this option and you will see a list of segments you have already created plus you will see the option to create a new segment on the fly eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 PeMarketer Create a New Campaign S lect the list s that this campaign Is for General List El Test List Select All None Segment my selected listis soribers wha ecific conditions based on s Select an existing past segment Chicago or Detroit Create a new segment Back Once you have chosen your segment continue on with the campaign creation process as normal On the summary page at the end before you click Send Now you will see the name of the list the name of the segment you are using and the number of subscribers the campaign will be sent to Create a New Campaign Summary gf Campaign Name test gf List s General List gf Segment Chicago or Detroit gf Message s generic test message Edit gf Will Send Immediately Recipients Before you send i Preview this campaign E Inbox prewiew send test email 4 Check against spam fitters eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 PeMarketer 1 2 3 Subscriber Actions It s often useful to have something occur when a
18. lease direct user questions to support webvisions com 65 67739387 PeMarketer Copy paste is recommended for small scale imports For larger imports please use a file upload Using copy paste your subscribers should be in comma separated format 2 2 2 Importing subscribers from external sources You can also import subscribers from external sources eg Google contacts Google Contacts External Source settings soogle Username activecampaignmdgmail carm Google Password To import subscribers from Google Contacts you must have a Google account Supply your username full email address and password please note this information is not saved anywhere on your server you have to re enter each time you conduct an import 2 3 View Search Subscribers View Subscribers To view subscriber go to Subscribers gt View subscribers on the right side of the panel and select the subscribers by List or Status Subscribed Unsubscribed Active Unconfirmed Bounced All Subscribers Once all the subscribers are listed as per selection you can then view edit or delete any subscriber from here To view edit the details of a subscriber click on view of the specific subscriber To delete the subscriber click on Delete of the specific subscriber Search Subscribers To search for subscribers go to Subscribers gt Search subscribers on the right side of the panel and a pop window will appear You ca
19. leted Test Campaign 1 10 27 2011 19 18 10 27 2011 19 19 a View Reports One Time Mailing Completed test campaign 2 10 27 2011 19 17 10 27 2011 19 17 View Reports One Time Mailing Completed test 5 10 24 2011 18 39 10 24 2011 18 40 0 View Reports One Time Mailing Completed test 4 10 24 2011 18 31 10 24 2011 18 32 O View Reports One Time Mailing Completed test3 10 24 2011 17 42 10 24 2011 17 43 34 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 eMarketer 4 2 List Reports If you would like to have reports for the lists you can go to Campaigns gt List Reports From the reports you can get information like total number of confirmed subscribers unconfirmed subscribers Unsubscribed Bounces emails sent average sent per day of individual list Subscribe Trend 6 5 4 3 2 4 10 06 10 13 10 20 10 27 11 03 Search List camen oo bscribed unce Total Emails Sent er Da Te 1 0 1 0 0 5 Jayme 2 0 1 28 0 9 NEWLIST 0 0 0 0 27 0 52 test 0 0 0 0 0 00 test 2 0 0 0 0 0 0 00 4 3 User Reports If you would like have report for the user account you can go to Reports gt User Reports From the user reports you can get information like total campaigns sent total emails sent average sent per day by the user account 35 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions
20. link that says Edit next to your template 3 4 Message Variables Message variables allow you to set variables that can be inserted into your email messages When these messages are sent the variables would be replaced with whatever content was specified for that variable To add a variable go to the Campaigns gt Message Variables page Here are some examples of what you could use message variables for e A product name Instead of typing Widget ABC 123 483 2 every single time you want to insert the product name you could setup a message variable so that you could simply type widgeta e A block of text or html Do you use similar blocks of text or html in multiple messages Rather than duplicating the content you can setup a message variable that would insert the entire block of content at the time of sending 4 Reports Menu 4 1 Campaigns Report You can view report for the campaigns sent previously from Reports gt Campaign Reports on the right side of the panel A list of campaigns will be displayed and you can filter these campaigns by List Campaigns Status Click on View Reports for the campaign you want to view for the reports Dashboard Subscribers Campaigns Lists fixes Integration Campaigns 22 Reports List Filter W Campaign Type v Status v Search Clear Advanced Search Campaign Reports F Type Status Name First Sent Date Last Sent Date View Reports One Time Mailing Comp
21. lly check the account and clear out the bounces Go to Lists gt List Settings on the right side of the panel gt Bounce Settings to add a new bounce connection or edit an existing one On the add edit page make sure you select Use POP3 Account When this option is selected you will see the option to enter in your POP host name user name password etc Please refer to the server configuration e mail sent to you for the information needed to fill in those fields 13 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 ee Bounce Settings Method To Deal With Bounced E Mails No Bounced E mail Management Default J Pipe from Email Address Use POP Account E mail Address Used in Lists POPS Host IE pop example com POP Port Default ts 110 POP Usemame POPS Password Number of emails to process at one time Bounce Management Options Once you have entered in your correct POP details you can choose how many emails to process at one time This number can usually be left at the default value it represents how many emails should be checked and cleared from your POP account each time our software checks the account You can also choose how many times an address should soft bounce or hard bounce before being removed from your system A soft bounce is usually a temporary error for example the email bounceidomasin com E Jaym
22. n in these lists weer wwe gt F Jayme test C NEWLIST C test C test2 v Remove a select list of addresses enter emails in box one per line Delete addresses listed in above text box There are also other options to remove all non confirmed subscribers from these lists or remove all subscribers from these lists Remove all non contirmed subscribers from these lists Warning This will delete all subscribers who have not confirmed their subscription for these lists All subscribers who subscribed but did not confirm their subscription before 10 17 2011 ker Delete all non confirmed subscribers Remove all subscribers from these lists Warning This will delete all addresses in these lists and your subscriber count will be zero for those lists once complete Delete all subscribers from these lists Warning once you remove all addresses using delete all addresses in this list it cannot be undone 21 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 PeMarketer 2 7 Database Sync Database Sync allows you to directly connect to an external database to automatically import subscribers in to your eMarketer It allows you to connect to external MySQL databases MSSQL databases or PostgreSQL databases It will connect to your external database and using the criteria and conditions you supply it will find subscribers and im
23. n search through your list of subscribers by name email and optional fields lists statuses 18 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 BP eMarketer 2 4 Export Subscribers You can export subscribers by going to Subscribers gt Export Subscribers on the right side of the panel You can export to a file or to a new mailing list Choose which fields you d like to export as well as the scope of how many Export Subscribers Format Cow Fields M Dg M E mail M First Mame M Last Name M Status IM Date Added ca Date Subscribed Iw IP Address ca User Agent Howe Many This Fage Only Export Close Exporting to a file You can export subscribers to any of the following file types e CSV e XLS e XML Exporting to a new mailing list You can perform an export then import by choosing New List under Format This will take you to a new pop up Export Subscribers Into a New List Marne From Email How Wans This Fage Only Export Close As expected all subscribers under the How Many scope will be instantly imported into the new list 19 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 eMarketer 2 5 Excluded Subscribers You can add any email address that does not want to ever receive a mailing into a global exclusion list This will remove
24. neath Additional Message Options Mi Enable readiopen trackifig i 0 Actions Enable Google Analytics OpentRead Tracking 7 j se s m de ti r e the ite s r IOS 1 Can setup analytic integration on the lst Settings page This will open a pop up window to specify results that should happen when the campaign is opened m o When this campaign is opened What should happen when this action takes place Subscribe to list New List DE E Add additional action Submit Back 1 2 4 Subscriptions by Email You can have people subscribe or unsubscribe to your mailing lists through email To do this you would have to set up separate POP accounts for subscribing and unsubscribing You can set up any number of POP accounts for subscribing or unsubscribing When a person subscribes through email their name and email address are grabbed from the information contained in the From address For this reason only the email address and name are added to your subscription list Asking a subscriber to unsubscribe to a mailing list through sending an email works the same way Name and email address are grabbed through the header information and the subscriber is then unsubscribed to the mailing list Go to Lists gt List Settings on the right side of the panel gt Subscriptions by Email to subscribe or unsubscribe by email 11 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to supp
25. ortQ webvisions com 65 67739387 eMarketer Click on Add to add a POP account for subscribing or unsubscribing and then fill in the following fields to add the POP account successfully POP Email Address Used in Lists Action subscribe unsubscribe Type POP3 Account POP Port Default 110 POP Host POP Username POP Password Finally click on Add to save this POP account 1 3 1 Email Confirmation Set When users subscribe and or unsubscribe from your lists you can choose to require their confirmation by email Creating a new confirmation set Go to Lists gt List Settings on the right side of the panel gt Email Confirmation Sets and click add to create a new confirmation set You can now enter the information for both the opt in and opt out emails Both messages should contain the text CONFIRMLINK This tag is where the link to confirm the opt in or opt out will go If you want a link that has some text to confirm you can insert HTML like lt a href CONFIRMLINK gt Click here to confirm lt a gt Turing off opt in and or opt out If you wish to disable one or both confirmations simply choose the No radio button by the Confirm Opt In and or Confirm Opt Out sections Please note that you should keep the opt in on at most times to comply with email sending laws 12 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 eMarke
26. ped during the import their subscriber details will not be updated Do not import previously bounced addresses By checking this box all e mail addresses that have previously been unsubscribed due to numerous bounces in the past will not be imported Send the last sent campaign to each new subscriber when importing When this option is checked the last campaign you sent will be sent to each subscriber as they are imported 16 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 eMarketer 2 2 1 Importing subscribers from a file You can import subscribers from a CSV file by visiting Manage Subscribers gt Import Subscribers Import Subscribers Import From A File CopyiPaste 2 An External Service 2 your File E siDesktoplimpart esy Browse fi laximurmn fi Import Into M General List Click Browse and choose the file from your hard drive Please note your file should be in comma separated format It does not however have to be saved with a csv extension 2 2 2 Importing subscribers from copy paste You can import subscribers by copying pasting directly into the Subscriber Import page Import Subscribers Import Fram A File Copy Paste amp An External Service Paste Your List Joe Smith jozi gmail orm Mike Jones mike gmail zom Import Inte M General List 17 eMarketer by Webvisions Pte Ltd User Manual P
27. port them into the eMarketer system into the subscriber list you choose Similar to the standard import feature Database Sync will not import subscribers who have unsubscribed or bounced in the past and if it finds a pre existing subscriber that subscriber will be updated or skipped depending on your preferences It is important to note that Database Sync is essentially an import function it will never change any data in your external database it will only select subscribers from the external database and import them into eMarketer You can follow the instructions below to create a Database Sync 1 Create a New Database Sync Go on Subscribers gt Database Sync on the right side of the panel under Advanced Options and click the button that says Add Sync 2 Database Info and Basic Configuration You will see options to name your sync this will be the name you use to reference this sync later on choose the type of database you are connecting to and enter in your database connection details You will also be able to choose which list you want to import these subscribers into and what the subscribers statuses should be If you are importing the subscribers as Active you will also see some options pertaining to Autoresponders 22 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 PH eMarketer name of your sync goes here Name Your sync External Databas
28. rectly When running the sync a pop up module will appear that will show you the database query that is being executed along with a progress bar to monitor the progress of the sync When the sync is complete you can click a link saying View Report to see a basic report of the sync It will show you the number of subscribers selected for the sync how many were successfully synced and how many failed If any subscribers failed to be imported you will see a reason explaining why 25 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 PHP eMarketer This image shows a completed sync Initiating Synchronization UsertctHast rootilocalhost Database 1 2all Table ach globalauth ore alan first_name last name email FROM ach globalauth HERE username l test Your synchronization has been completed Manage Subscribers Add More Synchronizations U Views Report Click to view report Done This image shows a sync report in which two of the subscribers were not imported due to the email field being left blank Synchronization Report This page will shove you the activity for the synchronization process performed By looking at this information you can see if your emails are synchronized properly Total tems Found 4 Synchronized 2 Hot Synchronized 2 Failed Rows 2 1 Empty rowe Mo Email Address 2 Empty row Mo
29. rs Import Subscribers Import Fram A File 9 Copy Paste 2 An External Service a Your File Browse emt Import Into M General List Next 15 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 PeMarketer Click Advanced Importing Options for more import settings Import Inte W General List Import As Actrve subscriber NOTICE The following options will slow down your import process E Update existing subscribers while importing E Do not import previously bounced addresses a Send the last sent campaign to each new subscriber when importing Here is an overview of each setting Import As Import As Unconfirmed Subscriber Imports subscribers as unconfirmed If Opt In is required for the chosen list s confirmation emails should be sent Import As Active Subscriber Imports subscribers as active If subscribers have previously unsubscribed they will not be re added as active Import As Unsubscribed Subscriber Imports subscribers as unsubscribed Import As Excluded Email Address Imports subscribers as excluded Checkbox Options Update existing subscribers while importing By checking this box any subscribers in this import process which are already present in the system will be updated with any new subscriber information that is found during the import process If this box is not checked those subscribers will be skip
30. st s Jayme test Segment None gf Message s Test Edit gf Will Send Immediately Recipients 2 Before you send 3 2 View Campaign You can go to Campaigns gt View Campaigns on the right side of the panel to view all the existing campaigns you have created You can view the campaigns by list filters campaign types or status Once the campaigns are listed you can choose to resend the specific campaign view reports of the specific campaign or even delete the specific campaign 31 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 Campaigns 22 List Filter Campaign Type 4 Status Search Advanced Search C Options Type Status Name First Sent Date Last Sent Date C Resend Reports Delete One Time hailing Completed Test Campaign 1 1027 2011 19 18 10 27 2011 19 19 C Resend Reports Delete One Time hailing Completed test campaign 2 10 27 2011 19 17 10 27 2011 19 17 E One Time Mailing Completed test5 10242011 18 38 10 24 2011 18 40 d One Time Mailing Completed test4 102420111831 10 24 2011 18 32 d One Time Mailing Completed test3 102R 17 42 10 24 2011 17 43 M One Time Mailing Completed test 2 10 24 2011 17 38 10 24 2011 17 38 PeMarketer 3 3 Email Messages To manage all the save e mail messages or create new e mail message you can go to Campaigns gt Email messages on the right side of the panel You can edit or delete the saved
31. subscriber performs a certain action like opening a campaign or subscribing to a list With Subscriber Actions you can specify what actions occur when a subscriber meets the requirements There are two areas to specify Subscriber Actions 1 The Subscriber Actions management page 2 During the Create Campaign process Subscriber Actions management page Go to Lists gt List Settings on the right side of the panel gt Subscriber Actions to collectively view and maintain all subscriber actions in the system Here you can create subscriber actions by choosing an action type a list and a result what should happen when the event occurs Subscriber Actions Mame Action 1 Select an action type f When subscriber reads opens a campaign f When subscriber clicks on a link f When subscriber subscribes to a list f When subscriber unsubscribes trom a list List Newsletter 1 What should happen when this action takes place Update subscriber info New List E EJ Add additional action Update Back You can add as many results as you like by clicking Add additional action Each one will be run when the event takes place 10 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 PeMarketer The Create Campaign process You can also specify subscriber actions during the create campaign process by clicking the Actions link under
32. t Box Checkbox Radio Button Dropdown Hidden Field List Box Checkbox Group You can use any combination of these form controls for requesting certain information from your subscribers Each of these form controls allow custom input default values and settings such as required or not eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 eMarketer Go to Lists gt List Settings on the right side of the panel gt Subscriber Fields to add or edit fields Field Mame Text field 1 Detaulkt value Bubble content Required C Label Justification Let F For uze in List A hjhk List B yuiyio Select All Mone Show on subscriber listing page Ci Personalization Tag 26 To a Update Back Here is an overview of each of the available settings for a subscriber field e Field Name The internal name of your subscriber field e Default Value The value that automatically appears in the field or selected e Bubble content When a user hovers over this field text will appear in a box which can be used to provide further information regarding the fields purpose e Required When checked users will be forced to provide a value for this field e Label Justification The label for the field resides either above the actual field or to it s left e For use in Choose which lists the field will show up for e Show on subscriber listing page When checked a
33. te that you cannot match up more than one field in your external database to the same field in the eMarketer 5 Rules and Configuration The last step allows you to create rules for your Database Sync Rules are an advanced optional feature You can use rules to add specific logic conditions to the sync If you are familiar with writing database queries the rules are what will be added as the WHERE part in the SELECT query If you have already used your own custom query previously then you will not need to add rules here For example if you only want to import subscribers from your external database where the id column is greater than 1 or where username is not left blank etc you would use the rules feature to accomplish this You can add multiple rules to the same sync as well In the image example below a rule has been added saying where username does not equal test which basically means that the 24 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 eMarketer sync will import all subscribers except ones where the username column in the external database equals the word test Again sync rules are optional Most users will not need to use this feature and if no rules are added then all of the subscribers in the database table will be selected for the sync The last step of the sync process also allows you to choose specific importing options on
34. template by clicking Campaigns then clicking Email Templates on the right Once you are on the Templates page click Add Edit Export Delete Free Template 10 Edt Export Delete test Add Import Delete Selected The next step will allow you to type in a name for the template and choose which lists you would like the template to be available for It will also allow you to choose the format HTML or Text and start composing your message The Template Name field can be anything you want so you should type in the name that the template should be called This is the name you will see when you are choosing which template you would like to use when composing a message or any time you are referencing the template later on Since you are adding an HTML template be sure that the format option is always set to HTML Beneath these options you will see a large text box where you can begin composing your template You will notice that there are two tabs at the top of the text box one saying Visual Editor and the other saying Code Editor Click the tab that says Code Editor HTML Template Code Editor Set as default ibe mode lt DOCTYPE html PUBLIC Wsec r DTE lt html gt lt head gt lt title gt Ny document title lt title gt lt head gt lt hody gt lt body gt lt html gt This is the area in which you can enter in your own pre existing HTML code Be sure to first
35. ter 1 3 2 Bounce Settings A bounce email is an email message that was not delivered to its recipient properly and was then returned to the original sender This typically happens when an email address or domain name doesn t exist or the email inbox of the recipient was full or offline eMarketer provides automatic bounce email processing This feature will track which emails bounced in each of your campaigns and this feature can even automatically remove any subscriber who has bounced too many times This is a very valuable feature as it can help keep your subscriber list clean and free of old or non working email addresses You can also view reports to see which of your subscribers did not receive your message and why There are three methods of dealing with bounced emails as the result of sending a campaign 1 Extract from a POP3 email account 2 PIPE email to a script 3 Return to sender this is the default options and with this option enabled bounces will not be tracked in the software Extracting Email From a POP Account This is usually the easiest method of setting up bounce management This method requires that you create an email account on your server which is used only for processing bounces Most users would create an email account such as bounce domain com for this purpose All messages that bounce back from your campaigns will be sent to this bounce email address and our software will periodica
36. the bottom of the page These configuration options are exactly the same as what you would see on the Import Subscribers page except for the Delete all items that are not affected by the sync each time the sync runs option If this option is enabled all subscribers who are present in your list but not present in the external database will be deleted from the eMarketer software Again nothing will ever be changed or deleted from your external database Select Query Rules Current Rules Delete WHERE username test Remove All Rules Choose rules if desired Add Rule Where username Does Mot Equal ls Not ftest Add 2 Sync Options O Delete all tems that are not affected by the sync each time the syne runs Choose M Do not import previously bounced addresses 2 im port M Do nat Import addresses which have been unsubscribed inthe past options Iw Update existing subscribers step 1234 Add Test Fun Back 6 Save Test or Run the Sync You re done configuring your Database Sync Now you can click Add to save the sync choose this option if you plan on running it again or running it later or Test if you d like to see how many subscribers will be synced or test the features before beginning or simply click Run if you re ready to start the sync right away If you click Add to save the sync you can return to the main Database Sync page at any time to edit delete or run the sync di
37. the possibility of a mailing from any of your lists being delivered to that email address To add an address to your global exclusion list go to Subscribers gt Excluded Subscribers on the right side of the panel under Advanced Options You can exclude subscribers that exactly matches begins with or ends with the keyword entered Also you can select the list lists to exclude these subscribers from eMarketer Hosted email marketing from Webvisions Dashboard Subscribers Campaigns Lists Reports Exclusion List Exclude address that exactly matches begins with ends with One or more specific lists Lists d Jayme test C NEWLIST C test C test2 Select All None gt x 20 eMarketer by Webvisions Pte Ltd User Manual Please direct user questions to support webvisions com 65 67739387 PeMarketer 2 6 Batch Actions Batch removal allows you to clear all addresses from the list you are currently working on All list settings will be retained even as you remove all addresses that are subscribed to the list Go to Subscribers gt Batch Actions on the right side of the panel under Advanced Options You can remove specific email addresses using the batch actions page Select the lists that you would like to perform this removal action paste the email addresses to be removed into the text box and click on Delete addresses listed in above text box Batch Actions Perform actio
38. ts page click Add to add a new segment You will be asked to choose which list s the segment should be used on and you will also be asked to type a name for the segment by which to reference it later Match Type The Match Type option gives you two settings to choose from subscribers who match ALL of the following groups or subscribers you match ANY of the following groups A segment can be composed of multiple groups of conditions and it is up to you if you want subscribers who meet at least one of these conditions to be a part of the segment or if you want only subscribers who meet every condition to be a part of the segment Groups amp Conditions By default your segment will have one group Groups can contain one or more conditions and you can decide whether or not all conditions should be met for a group to be matched or if only one of the conditions needs to be met for a group to be matched Your groups and conditions can be as simple or complex as you need Conditions can be based on default subscriber fields such as Name Subscription Date etc custom fields that you have added such as City Zip Code Interests etc or actions that a subscriber has taken in the past such as opened a specific campaign clicked a specific link etc You can click Add another condition to add multiple conditions to your group and click the red X to the right to remove conditions Similarly you can click Add another group of
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