EPiServer Mail 4.3.0 User Guide
Contents
1. i v Y al v Release 4 3 0 Users Guide Copyright This user s manual is protected by the Copyright Act Changes to the contents or partial copying of the contents may not be made without permission from the copyright holder The user s manual may be freely distributed in its entirety either digitally or in printed format to all EPiTrace users EPISERVER Created augusti 21 2008 Updated augusti 21 2008 EPiServer AB lt Table of Contents 3 Table of Contents ABOUT EPISERVER MAIL 4 de 4 POWERFUL SOFTWARE FOR DISTRIBUTION OF E MAILS AND NEWSLETTERS ss 4 WALKTHROUGH OF EPISERVER MAIL 5 PUT Asie O RNE J A A A 6 do Aeon OOO E AO 6 NON 7 TEE Conen Eaa a O A 8 LEVI ISS AAA AAA AS a AAA AAA AA a AAA ASA AAA 8 SEE NESARA Te Rene Reem KO Re NIV SI IRS OI series sd a 12 MANAGE IPP SINS cesta acs tes ecto anus stu cctv avs ai 3 14 SS 5 MANAGE SECTIONS stents alleles Oido 5 ACCOUNT STATISTICS I5 SYSTEM REQUIREMENTS I5 EPiServer AB 4 User Guide EPiServer Mail 4 3 0 About EPiServer Mail StarMail becomes EPiServer Mail The Swedish company EPiServer the world s fastest growing provider of Web Content Management WCM platforms has acquired Netstar The former product StarMail has in the acquisition become EPiServer Mail Powerful software for distribution of e mails and newsletters EPiServer Mail is powerful software for distribu2. StarMail_Demo_List csv v xj Note Information regarding invalid records for a list of recipients can be downloaded Save Email Addresses from the search result in EPiServer Community If you use EPiServer Community it is possible to save e mail addresses from the search results in User Management within EPiServer Community directly to EPiServer Mail This option makes it easy to send bulk e mail or newsletters to different selections of members in EPiServer Community The e mail addresses can be saved to a static list or to a dynamic list EPISERVER Search Approve Potrat z oojaa Simple Advanced Structure Favorites IAEA Netstar BOF E a User Name First Name lo E user Management Birth Date between Year i Month Day and Year w Month Day Search and Administrate members personal presentation and content Create date between Year v Month wl Day iv and Year v Month x Day Forum Find users matching ALL specified filter items Find users matching ANY specified filter item Moderate topics manage rooms and assign access rights to other moderators clubs User Management Search Result 210 Search dubs approve clubs and club ads create dubs dub images forums and polls User Name First Name Last Name C Remov
3. a message Note If EPiServer CMS is used a third tab will be displayed from where you can select the page to include in your message You can put in variables in the HTML editor that personalize the message e g to have every recipient name automatically pasted in each distributed message EPiServer Mail supports use of up to 20 variables Note The HTML editor is an easy way to create an HTML message However to ensure that all tags and formatting remain in the final output just as intended it may better to use the Text Editor Step 2 of 4 Message Settings HTML Content Text Content Choose HTML Source O EPiServer HTML Editor QURL Text Editar HIML Content arana C A E 7 U Ac Times New RC Y 3 Normal i gt 9 k Zoom gt Words 0 Characters 0 EPiServer AB 8 User Guide EPiServer Mail 4 3 0 Text Content Here you write the text that you want to be displayed for the recipients if they do not support HTML in their e mail client It is possible to write the message in a text editor or to send a URL that is automatically shown If the recipients email client does not support HTML Step 3 of 4 Message Settings HTML Content Text Content Choose Text Source O EPiServer Text Editor URL Text Content Preview Send In the Preview Send step you can view the message content and all settings before actually sending or scheduling to send your message To
4. files Most common is to import e mail lists from Excel When importing email addresses from Microsoft Excel the file needs to be saved in a specific format The first row is a header row and Is not imported to EPiServer Mail The first column is always used as the email address It is possible to import a list that consists of only one column with email addresses In the example above there are additional columns with variables such as Name Sur Name and Title These variables can be used for different needs and are used to personalize each email sent from EPiServer Mail EPiServer Mail handles up to 20 variables for each recipient list Note For more information about designing your own personalized messages see the Developer s Guide for EPiServer Mail E mail Name Sur Name Title emailAf netstarse Andreas Stjernstr m Partner Manager emalB netstar se Gustav Lagercrantz CEO emailt netstar se Elis Presley The King emailDi domain com Tiger Woods Golf Pro e A EPiServer AB 14 User Guide EPiServer Mail 4 3 0 Save the Excel sheet as a CSV file Semi colon delimited and make sure that the file has the format UTF 8 If it is not possible to make sure that the CSV file is in UTF 8 format open the file with a regular text editor such as Notepad and save the file again making sure that the file is in UTF 8 format Save As Storlek Typ 1kB Microsoft Office Select CSV format ili
5. e Section Recipient List Header Sender Name Sender Address Subject Message Settings HTML Content Text Content Preview Send StarCommunity Search Global all and at Netstar 2 SC3 Demo Site info episerver com Message Settings Header In the Header area the message information is selected which is displayed for the recipients when they receive the message Recipients Here it is possible to select from where to get recipients lists and which recipients list to use EPiServer AB Walkthrough of EPiServer MailWalkthrough of EPiServer Mail 7 Advanced settings Optimize for spam filters allows you to select whether or not you want to sacrifice some statistics collection to avoid having your newsletter classified as a spam Remove active content tags allows you to select whether or not you want EPiServer Mail to remove any SCRIPT APPLET OBJECT and EMBED tags in the HTML content This also removes on mouse over and similar attributes from other tags This function can be convenient for instance If using a page published on a web site where the page template contains these types of tags Advanced Settings L Optimize for spam filters Remove active content SCRIPT APPLET OBJECT EMBED FORM tags HTMLContent You can elther choose to send an URL to your recipients or create a new message with the HTML or Text Editor It is also possible to select pages created in EPiServer CMS and use as
6. e Permanent calendar Create and administrate calendars and events System Message El ac Kristian Michael blog E admin Admin User Search and administrate blogs administrate blog entries and blog entry comments z z AK Alex Kaupa EPiServer Mail M lmages List Name Anders Karlsson Anders Karlsson Administrate publish and remove images wR ee pone A ana video Gallery T anderstestar Anders Nilsson Administrate publish and remove videos Andree Andree Reuter p AndrewOrange Andrew Rogers Administrate experts questions answers and PE Es SS Anfi Stina Stinasson EPiServer AB Message Bounces The EPiServer Mail server collects information about emails that bounce The information is delivered with Web Services to the sender It is up to the sender to decide action on e mail addresses that bounce For example if an address bounces more than two times it can be removed from that specific recipients list Manage Sections This option is only available to users with administrator rights It gives you the opportunity to create sections where you can group lists and give rights for specific editor s to use them Manage Sections Select Section Section Name BeNeLux Remove Denmark j Remove Finland Remove Norway UK Account Statistics Account Statistics makes it possible for you to easily follow up information and statistics about prices and the number of se
7. mail Ger Le Sa Er Internet 100 al EPiServer AB 12 User Guide EPiServer Mail 4 3 0 Delivery Report On the second tab Delivery Report there are pie charts visualizing the most important statistics as well as options to export lists of the people who have opened the message and the addresses that bounced it o Link Report Delivery Report Export Opened Export Bounced Delivery Statistics un que ernai BE Unique Bounced Einon Opened per day EPiServer AB Walkthrough of EPiServer MailWalkthrough of EPiServer Mail 13 Manage Recipients It is possible to import and to export recipients list from and to external applications All recipient lists are displayed as shown below with information about list creation date and the number of recipients it contains The source Standard is for sources imported from text or XML files into EPiServer Mail Other sources such as EPiServer Community or EPiServer CMS may be available depending on your installation Manage Recipients Select Recipient Source Source StarCommunity Search iv Section Global Created Recipients All at EPiServer 28 May 2008 5 28 2008 All with alias stjernan 5 28 2008 All at Netstar 5 30 2008 all with and on Netstar 5 31 2008 all and at Netstar 2 5 31 2008 Import Standard Recipient List EPiServer Mail can import e mail address lists from XML and CSV text files semi colon separated CSV
8. make changes click Edit to go back It is also possible to preview the HTML content in your web browser Please note that depending on different mail client software your web browser may not accurately represent the design that recipients will see when opening the message Step 4 of 4 Message Settings HTML Content Text Content Preview Send Send 0 Send now Schedule Header Sender Name Sender Address Subject Recipients Source Standard Web site Global Recipient List asdf Advanced Settings Cl Optimize for spam filters Remove active content SCRIPT APPLET OBJECT EMBED FORM togs Content EPiServer AB Walkthrough of EPiServer MailWalkthrough of EPiServer Mail 9 Scheduling You can choose to schedule message to be distributed for a specific day and time This feature is convenient when you want the mail to be sent when you are not able to push the Send button yourself such as during holidays or special events 3 25 2006 12 00 AM Preview HTML in browser After sending your message you can choose to go back to your current message compose a new message or choose any of the options in the main menu O EPiServer AB 10 User Guide EPiServer Mail 4 3 0 Sent Messages As shown in the figure below all statistics regarding sent messages in EPiServer Mail are saved and It is possible to look at them in real time For instance it is possible to see how many recipients that ha
9. nly available to users with administrator rights It gives you the opportunity to create sections where you can group lists and give rights for specific editor s to use them PublicTemplates EPiServer 5 1 422 256 32 bit process Go http dev editorfepisupersecret Ulfeditidefault aspx id 3 Y EN X Google Windows Internet Explorer we we 88 f 2 7 Musicovery interactive web PubicTemplates EPSerY x al E z dah l Sida EPISERVER o S Structure Favorites My Tasks Mail M EPiServer Mail Step 1 of 4 Message Settings HTML Content Text Content Preview Send New message Sent messages Manage recipients y Account Statistics This installation is not yet activated If you already have an account place your EPiServerMail config configuration file in Manage sections the episupersecret UI Mail directory If you are a new EPiServer Mail customer you need to create an account Activation Recipients SERRQGR O EPiServer AB 6 User Guide EPiServer Mail 4 3 0 New Message From this view you can easily compose and distribute messages to your target group There are four tabs with settings to set before you can distribute your message Different colors indicate the status of a tab fa setting within a tab Is incorrect the tab will be displayed with a light blue color A dark blue color indicates that all settings are correct Step 1 of 4 Recipients Sourc
10. nt messages the last three months The statistics and information is directly connected to the license agreement and the current price list System requirements Client side administrators e Internet Explorer 6 Firefox 1 5 EPiServer AB
11. tion of e mails and newsletters EPiServer Mail is built to handle very large numbers of emails or newsletters EPiServer Mail consists of a Client part EPiServer Mail Editor and a Server part EPiServer Mail Service where the Client part is described in this User s Manual In the Client part the message is created and the distribution is set and initiated Then there is an order email with advanced Meta data sent to the dedicated EPiServer Mail mass distribution servers The servers distributes the e mails and newsletters without disturbing or absorbing important power from the senders IT environment Real time statistics for each distribution is available instantly EPiServer AB Walkthrough of EPiServer MailWalkthrough of EPiServer Mail 5 Walkthrough of EPiServer Mail Main View When you have successfully logged in to EPiServer Mail the main view is displayed The main view consists of the following three menu options New Message here you create select and initiate the distribution of newsletters or e mails to your target group 2 Sent Messages here you can see sent messages and newsletters And follow up with statistics and results from each message and newsletter that has been sent 3 Manage Recipients here you can select import and manage lists of recipients 4 Account Statistics here you can view information and statistics about prices and Sent messages 5 Manage sections this option is o
12. ve opened the message or how many recipients that have clicked on a particular link The sent messages view has a search interface where you can search by Web site recipient list subject and the date when the message was sent The clock icon indicates that the message has been scheduled to send Sent Messages Section Sent date tm 22 EA o ES to subject SY Subject 5 31 2008 5 29 2008 Newsletter May 2008 to Sa 5 29 2008 Newsletter 5 29 2008 newsletter 5 29 2008 Newsletter test 515 5 28 2008 scheduled Recipient List Andreas Demo List Andreas Demo List EPiServer Mail Demo List Andreas Demo List Andreas Demo List Andreas Demo List EPiServer AB Recipients Opened Clicks Walkthrough of EPiServer MailWalkthrough of EPiServer Mail Message Statistics Click the name of one of the listed messages to bring up the Message Statistics window Link Report On the first tab Link Report statistics can be visualized with markers showing how many clicks have been made to each link The second available option is exporting a list of who has clicked which links as a file E http fsc3demo netstar se netstarliT mailiMessageStatistics aspoc mid 11 Link Report Delivery Report Show Hide Link Statistics May 29 June 1 Stockholm Sweden Hi as Welcome to EPiServer Partner Summit 2008 For the Agenda please see Http AE com For any quesitions please don t hesitate to e
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