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Basic User Guide

1. Copyright 2009 Protus All rights reserved Click Next The Add a subscription form page is displayed 70 5 campaigner amp campaigner Dashboard Campaigns Contacts Reports List Builder Library Account ser Profile Support Logout Create a Forward to a Friend Page Help amp Support gt Getting Started 1 Name your Forward to a Friend page gt 3 Add a List Builder form 5 Design Thank You page for forwarders gt Online Help 2 Labeling the form fields for your page 4 Design the header for your page Contact Support indicates required fields Message Center You have 2 message s V Add a List Builder form to my Forward to a Friend page Subscription invitation fou want to subscribe to the Jane s Best newsletter Subscription hyperlink text Click here to sign up now Select form List Builder 1 v Copyright 2009 Protus All rights reserved 7 Use the checkbox to select whether or not you would like to include a link to a List Builder subscription form in all emails forwarded to a friend The link will give the friend an opportunity to sign up to mailing lists Wew Men s Line Message HTML Eile Edit wiew Insert Format Tools Actions Help Gi Reply G Reply to All E Forward Gg os Y SS G X From Alexander MacDonald sender domain cam Sent Fri 28 04 2006 1 52 PM To Alexander MacDonald Cc Subjec
2. 23 ee 3 campaigner 2 Click the Next button The Send Test page is displayed Campaign Testing 3 Choose whether or not to send this campaign to a test group of contacts You can send a test to the predetermined list of test contacts or specify a list of email addresses in the textbox Test contacts have the Contact attribute Receives Test Messages set to YES campaigner Dashboard yn Contacts Reports List Builder Library Account You are here Campaigns My First Email Campaign Edit Campaign Edit Campaign Help amp Support Getting Started Online Help Contact Support 1 Rename Your Campaign 9 Confirmation 10 4 Unsubscribe Options 8 Schedule Message Center You have 1 message s K7 To initiate a test click Send Test Clicking Next will not initiate a test Send the test message to contacts in my list flagged as test contacts Send the test message to the following email address es separate multiple email addresses with a comma Send Test Copyright 2009 Protus All rights reserved 1 Click on the Send Test button if you wish to send to the test contacts Click the Next button to skip the test Note Your test campaign cannot be personalized with dynamic content when providing a list of email addresses Campaigner cannot customize the message for the recipient without access to contact attributes Each email address is sent the f
3. 1 From the Contacts tab click the Manage Segments Action The Manage Segments page is displayed 7 campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Manage Segments Actions Create a Segment Name Status Last Modified Help amp Support My First Campaign Segment Complete Jan 26 2009 12 38 PM gt Getting Started gt Online Help Dynamic Segments Contact Support No objects available o Incomplete Segments Message Center No objects available You have 2 message s Copyright 2009 Protus All rights reserved Creating Segments 1 From the Manage Segments page click on the Create a Segment Action The Create a New Segment page is displayed campaigner DEEE Projects Campaigns Workflows Reports List Builder Library Create a New Segment Help amp Support gt Getting Started gt Online Help gt Contact Support gt 1 Name your segment 3 Segment Type 2 Select criteria for populating the segment 4 Segment Summary Message Center You have 6 message s indicates required fields Segment name Associate to project Please Select v Description a Copyright 2009 Protus All rights reserved 2 Enter the new segment s name in the field Segment Name 3 Click Next to continue 4 Choose whether to search All Contacts or a Subset of Contacts wi
4. Library gt Image Library Name Dimensions logo 260 X 55 showing 1 1 of 1 page 1 of 1 bscripti ent Pa Name Default Subscription Management Page lt Forward to a Friend Pages Name Default Forward to a Friend Auto Reply Messages Name Default Auto Reply Message Status Complete Status Complete Status Complete Date Modified Jan 28 2009 11 20 AM Last Modified Jan 26 2009 12 38 PM Last Modified Jan 26 2009 12 38 PM Last Modified Jan 26 2009 12 38 PM Actions Create a Subscription Management Page gt Create a Forward to a Friend Page Create an Auto Reply Message gt Image Library Help amp Support gt Getting Started gt Online Help gt Contact Support Message Center You have 2 message s Copyright 2009 Protus All rights reserved Subscription Management Page Every outgoing email includes a footer with an unsubscribe message that has a link to a Subscription Management page Recipients can use a Subscription Management page to change personal attributes and mailing list preferences or to unsubscribe entirely Creating a Subscription Management Page 1 From the Library tab click on the Create a Subscription Page Action The Name your subscription management page is displayed campaigner Dashboard Campaigns Contacts Reports Library Account User Profile Support Logout Create Subscription Management Page gt 1
5. New Modify Your Dashboard From the Dashboard tab click on Customize Dashboard under the Actions menu Choose the items you wish to display on your Dashboard by selecting the checkboxes in the Modify Dashboard list and click the Update button l 2 amp campaigner Projects Campaigns Workflows Contacts Reports List Builder Library User Profile Support Logout Modify Dashboard Help amp Support gt Getting Started Modify Dashboard gt Online Help Check the information you want displayed on your Dashboard Contact Support Campaigns M Recently Sent Campaigns Currently Scheduled Campaigns V My Mailing Lists Emails Sent This Month V Spam Complaints M Statistics M Contact Statistics M Campaign Statistics Message Center You have 3 message s Copyright 2009 Protus All rights reserved 3 campaigner Email Campaigns The Home page for the Campaigns tab is shown below You can expand and collapse the views of your existing campaigns grouped according to various attributes You can view the details of campaigns by clicking on them Dashboard Projects Campaigns Contacts Reports Forms Library Update Profile Support Logout Campaigns Actions Create a Campaign Recently Modified Campaigns Campaign Name Test Locked Last Moditied Apr 06 2006 Help amp Support t Getting Started Weekly 50 off Fall Line Buy Mow Apr O05 2006 Apr
6. Save New Password Copyright 2009 Protus All rights reserved 2 Enter your old and new passwords in the field provided 3 Click the Save New Password button or click the Reset button to discard any changes 4 If you cannot remember your old password go to the Campaigner login page and click on the Forget Your Password link Message Center The Message Center contains account related messages They may include attachments action confirmations information about the system or details about your account usage Messages will automatically be deleted from the Message Center after 90 days 1 Click on You have message s link in the Message Center menu Message Center Windows Internet Explorer https appqavm campaignerpro com CampaignerPro MessageCentre 7 campaigner Message Center Subject From Date received C Your New Account is ready System Admin Jan 26 2009 1 21 PM showing 1 1 of 1 page 1 of 1 e Internet 2 Click on the message subject Your message is displayed 85 p N amp campaigner Message Center Windows Internet Explorer https appqavm campaignerpro com CampaignerPro MessageCentre DetailView aspx id 10000469 amp campaigner Message Center Subject Your New Account is ready From system Admin Jan 26 2009 1 21 PM Attachments Wo attachment Hi Your new account is ready oys Admin Forward to the following em
7. Payment History Account Statement Help amp Support Getting Started Online Help Contact Support Message Center You have 7 message s 2 Click the Generate Statement button The statement will appear in the screen Account Statement You can retrieve your account statements online up to 12 months in the past 19 amp amp campaigner 1 Select a month to filter on from the drop down menu If a statement is available for the selected month it will appear Otherwise you will see No bills found for current user Account Statement Billing Information John Dre John Dre 2 Over There Ave 2 Over There Ave St John s NF ADEK SLO St Johns WF AK 3L0 Canala Canada Account 939235 Previous Charges Amount LI 53 Balance Forward 0 00 Automatic Fayment 08S 1 15 0 00 Automatic Payment 00540 1520 000 Outstanding Balance 100 00 Current Charges Amount LI 5 Total Current Charges 0 00 Outstanding Balance 100 00 Total Amount Due 100 00 Any anpount due will automatically be changed to the credit card on file Mo action is hebessary We appreciate your business f you have any questions about this invoicestatement please contact the Billing Department Hours Monday to Friday 2 00AM 800 PM EST Emad bilingcampaignrer com Phone Morth Anverica Toll Free 1 00 12 Local amp International 1 122 10978 FE Earm credit on referrals Tella friend about Campaigner today Campa
8. In recognifon of your special day we are proud to offer you 15 off all of our merchandise Click on the image to the rightto browse our i h P pa H Note Preview and test all possible versions of the message to ensure the content is accurate for all mailing lists or segments Personalization Wildcards Personalization wildcards work with dynamic content blocks to create a true one to one feel You can insert contact specific information into your email campaign such as the contact s first name phone number or email address 12 amp campaigner Design Your Content indicates required fields Back Next From Name Retailco Message delivered in formats From Address Text only Reply to Address O HTML only HTML and Text Subject ne te Set Dynamic Tex Forward Insert Wildcard a begin dynamic content id 655 begin dynamic content id 650 name Men s Wear Liquidation name Summer Promotion Happy Birthday In recogniion of your special day we are proud to offer you 15 off all of our merchandise Click on the image to the night to browse our collection 1 Place your cursor at the location in the email where you would like the personalization wildcard inserted 2 Click on the Insert Wildcard dropdown menu A list of all possible personalization elements is displayed These elements relate to contact list attributes such as first name last name birthday addre
9. Scheduling Campaigns 1 Choose whether you want to save the campaign but not schedule it send it one time only or send it as a recurring campaign If sending the campaign only once enter the date and time the campaign is going to be sent If a recurring campaign is chosen pick how often the campaign will resend and how long the recurrence will last Dashboard Contacts Reports List Builder Library Account User Profile Support Logout Edit Campaign Help amp Support gt Getting Started 1 Rename Your Campaign 5 Auto Reply Options 9 Confirmation gt Online Help 2 Design Your Content 6 Send Test 10 Success Contact Support 3 Track Links 7 Select Recipients 4 Unsubscribe Options p 8 Schedule Message Center gt You have 1 message s see Save but do not schedule OSend onetime at 28 January 2009 12 42 PM GMT 05 00 Eastern Time US and Canada Send as a recurring campaign Daily Weekly Monthly Annually Start this recurrenceon 28 January 2009 v 12 4 42 PM GMT 05 00 Eastern Time US and Canada End this recurrence on No end date O End after occurrence s OFinalrundate 28 January 2009 v 2 Click the Next button A Confirmation page is displayed 25 5 campaigner amp campaigner Dashboard Campaigns Contacts Reports List Builder Library Account
10. imm 2015 CVV Code What is a CVV Code Name nn Card n You can view and change the Account Name and Address and the Billing Address and Credit Card Information Receiving Monthly Statements by Email You can opt to receive your monthly statements by email if you so wish If you prefer not to receive them by email you can always access your monthly statement online Putting a Purchase Order Number on your Statement If you would like to track your Campaigner statements against a purchase order number you can enter the purchase order number here so that it appears on every statement Click Save to update the billing profile or Cancel to revert to the previous information Payment History Payment History provides a quick look at payments you have made in a given month 78 amp e amp campaigner l Select the month for which you want to view your payment history from the drop down list amp campaigner Dashboard Projects Contacts Reports Campaigns Workflows List Builder zl Payment History January 2009 Generate Statement Amount Type 50 00 Automatic Payment 50 00 Automatic Payment Ref No 163344493 163344639 Request Date January 19 2009 January 20 2009 Library Copyright 2009 GOT Corporation All rights reserved powering customer relationships Actions Upgrade My Subscription gt Billing Profile Account Activity
11. 7 campaigner Ha Basic User Guide www campaigner com campaigner Table of Contents TNT RODUC TION perrocas E 1 CAMPAIGNER PERATURE Sites nseaites lt terctvonnsvacedacteswranssuetederoeesnre l WHO SHOULD READ THIS GUIDE ccceeeeessseceeceeeeeeesnneeeeeees l GETTING STARTED nonion 2 LOGGING IN TO CAMPAIGNER ssssssssesessssssssreesssssssrreesssssesee 2 TASES DARD irs cess ccte sec taradee exited ecedosesticeett oceanic ie teecicadeceenacees 3 Modify Your Dashbodrd n ccccccccccccccccccc cece cece cece ccceceeeeeceeeees 4 EMAIL CAMPAIGNS 1 csccccsssssscssssssscsssssscssssssssssssssssess 5 CREATE AND EDIT CAMPAIGNS eessescccceeeeeeeessaneeeeeeeeeees 5 COI VO EEE tae satin gscedinan wane seedense 5 Create a NEW campai oM sas sickiasesssittinassatedassaadhiesgesenswaseisaswedes 6 Edit an existing campaign hasan aciesansatetannweneisaanetarasasieeeacass DESIGNING YOUR CAMPAIGN EMAIL cceccceeecceeesceeesseeeees 8 DYNAMIC CONTENT amp PERSONALIZATION cccceeeeeeeeeees 11 Dynamic Content Blocks o on ll Personalization Wildcards 0oooooooeeeeeeeeeeeeenennnneneenns 12 Send OA DONA serenana nade sansa nesauanoeeenaepieeseees 15 Forward to a Friend Links ooooooeeeeeeeeeeeeeeeeennnnennnns 16 Inserting Images from the Image Library ccccccccees I Inserting Tables into Campaigns cece cece ccc c ec ceeceees 18 Inserting Hyperli
12. unsubscribed and then add that contact back into your list the contact s status will still be unsubscribed A contact s status can only be changed back to subscribed by completing the double opt in process Managing Contact Attributes A contact attribute refers to a specific piece of information about a contact For instance the attribute Last Name contains the last name of a contact From the Contacts tab click on the Manage Attributes Action 38 3 campaigner amp campaigner Dashboard Campaigns Reports List Builder Library Account Manage Attributes Name Default Value Email Key Email Format Fax First Name Last Name Phone HTML and Text Actions Create a Custom Attribute gt Edit Attributes Help amp Support Getting Started gt Online Help Contact Support Message Center You have 2 message s Name Type Default Value Owner Email jsmith janes com Owner First Name Jane Owner Last Name Smith Text o System Attributes Name Status Date added to list Date Updated Date Confirmed Method Added to List Opt in URL Opt in IP Address Copyright 2009 Protus All rights reserved There are three main types of attributes default custom and system Default attributes are common for all contacts Custom attributes can be created to record any unique contact information that you would like to collect System attributes are automat
13. Online Help Contact Support Message Center You have 2 message s This Field is Required Edit Mailing List Mailing List Name Copyright 2009 Protus All rights reserved Enter the name of the new mailing list and click Next to continue The search form is displayed Choose whether to include All Contacts or a Subset of Contacts with search criteria in the mailing list 4 campaigner 4 Click Next to continue The Mailing List Summary page is displayed It shows the number of l contacts in your mailing list and any restrictions based on the search criteria that relate to these contacts Click Finish to complete creation of the new mailing list You are redirected to the Manage Mailing Lists page Edit Mailing Lists From the Manage Mailing Lists page click on name of the mailing you would like to view A Mailing List Properties table is displayed vi D 3 campaigner Dashboard Campaigns Contacts Reports List Builder Library Account Profile Support Logout Manage Mailing Lists Actions Edit Mailing List Mailing List Properties gt View Contacts in this Mailing List Name My Newsletter 4 gt Delete Mailing List Number of Total Contacts 13 Forms pointing to this list Default List Builder Form Help amp Support gt Getting Started gt Online Help gt Contact Support Message Center gt You have 2 message s Copyright 2009 P
14. Posting Instructions 4 Select mailing lists 8 Compose double opt in confirmation message Message Center You have 2 message s Choose order of form items 7 First Name Last Name Email Email Format Preview Form Copyright 2009 Protus All rights reserved 10 Highlight an item and use the up down arrows to place it in the order you would like it to appear on the form Preview the appearance of the items in your form by clicking Preview Form 11 Click Next The Edit appearance of your form page is displayed y y campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Create a List Builder Form Help amp Support Getting Started 1 Name your List Builder form 5 Choose order of form items 9 Create Welcome page for confirmed user gt Online Help 2 Select attributes gt 6 Edit appearance of your form 10 Send email gt Contact Support 3 Edit labels and field values 7 Create your Thank You page 11 Posting Instructions 4 Select mailing lists 8 Compose double opt in confirmation message M Cani essage Center indicates required fields You have 2 message s Profile Addition Text Copyright 2009 Protus All rights reserved 51 amp campaigner The WYSIWYG editor features two tabs The first tab labeled Header allows you to edit the appearance of the header portion of t
15. Selected will receive test messages that are sent out when you test your campaigns A p l Click Submit You are redirected to a confirmation page Click Yes The Contacts page is displayed Deleting a Contact From the Contacts tab click on View Contacts The View Contacts page is shown Select either All Contacts or Subset of Contacts with the appropriate search criteria and click Next Select the check box beside the contact you wish to remove from the list and click the Delete button Or From the Contacts tab click on Delete Contacts The Delete Contacts page is shown Select either All Contacts or Subset of Contacts with the appropriate search criteria and click Next campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Delete Contacts Help amp Support Getting Started Online Help gt Contact Support Message Center You have 2 message s Are you sure you want to delete 3 contact s Click Yes to proceed click Back to return to the previous search page click Cancel to abort Search Results 1 to 3 of 3 EC ETEA Contact Email Address Status cpro1 user firstname user1 cpro1 com Subscribed cpro1 user2 user2 cpro1 com Subscribed cpro1 user3 user3 cpro1 com Subscribed Page 1 of 1 Copyright 2009 Protus All rights reserved Note Contact are not removed from the system If you delete a contact whose status is
16. man Campaigner StartUp ii Service tailors one of Tru Camnainner s renortina functionality for vourself 1450 templates for E Save Design Content Generate Text Content from HTML Insert text content here lE Congratulations Contact FirstName You have just sent your first email with Campaigner You received this email because you clicked the Send my first email campaign button on the Campaigner Dashboard Its intent was to show you step by step how to send an email campaign Campaigner offers a range of reporting tools that let you track the success of your email campaigns Use these reports to measure open rates click throughs unsubscribes replies forwards and more Try Campaigner s reporting functionality for yourself 1 Visit the Campaigner Resource Center http www campaigner com resource center 2 Reply to this email Click Reply type your email address and click Send 3 See how this activity was tracked in Campaigner reports https app campaignerpro com CampaignerPro Reports Default aspx zi l 0 may The Preview function allows you to preview your campaign email content You can select between an HTML or text preview To preview your message personalization click on the buttons to scroll between the test contacts you have flagged in your Contact List using the Receives Test Messages attribute The personalized data will be updated wit
17. 2 message s Unsubscribe Text Profile Management Text Jane s Best Monthly Newsletter Preview Form Copyright 2009 Protus All rights reserved Cex Cie 65 amp campaigner 12 Create a header using the WYSIWYG HTML editor in the Header tab Click on the Unsubscribe Text tab when finished amp campaigner Dashboard Campaigns Contacts Reports List Builder Account ser Profile Support Logout Create Subscription Management Page Help amp Support Getting Started Online Help Contact Support 1 Name your subscription management page 4 Select mailing lists 7 Create your Thank You page 2 Select attributes 5 Choose order of page items 3 Edit labels and field values gt 6 Edit appearance of your page indicates required fields Message Center You have 2 message s Header f 4 Unsubscribe button text Remove me from all lists o Beak Cex Copyright 2009 Protus All rights reserved 13 Edit the text for the unsubscribe message Edit the unsubscribe button text in the Unsubscribe button text window Click on the Profile Management Text tab when finished 66 amp campaigner Dashboard Campaigns Contacts Reports List Builder Library Account Create Subscription Management Page Help amp Support Getting Started 1 Mee your SubePcripshon Sree Bee Selec malik T Greece your Thank Yow pee t Online He
18. 3 message s Jesign YourContent 7 indicates required fields Next aD From Name Message delivered in formats z Text on 2 From Address Select From Email W add a new fromaddress refresh list y i i HTML only G Reply to Address Select Reply to Email v l nen aes HTML and Text 4 Subject Insert HTML content here vd Set Dynamic Text Inserts Forward t Insert Wildcard W a amp campaigner Congratulations Contact FirstName Next Steps You have just sent your frst email wth Campaigner Si Haven t uploaded your a oo ge eee E contact list yet Watch You rece ve semai because you clicked the Sen i E si eee ote the Getting Started email campaign button on the C ampaigner Dashboard Its intent tutorial was to showyou step by step howto send an em ail cam paign Maced abnor na ARa ee ERAN iNeed hep getting an Campaigner offers a range ofreporting tools that let you track the email temp e success Myran aa Use these reports to measure tailored The open rates click throughs unsubscribes replies forwards and more i f Campaigner StartUp FIG i 1 Enter your From Name This will be seen as the sender of the email message when received by your contacts The Send on Behalf of feature allows this field to be populated with contact attribute wildcards such as contact Firstname 2 Select the From Address fr
19. 6 Enter a Tooltip text This information is displayed when the recipient s mouse hovers over the link 7 Click OK To link to a specific area of the campaign 1 Highlight the text in campaign to which you would like to link s 2 Click the Hyperlinks Manager icon 3 Click on the Anchor tab 20 3 campaigner j Hyperlink Manager e Hyperlink ici bi E mail a Cancel Enter a name for the anchor Anchor1 for example Click OK An anchor has been created Highlight the text in campaign you would like to link to the anchor 4 5 6 7 Click the 2 Hyperlinks Manager icon 8 Select other in the Type dropdown 9 Inthe URL field enter the followed by the anchor name Anchor1 for example 10 Click OK To insert a link to launch an email 1 Highlight the text you would like to become the email link 2 Click the Hyperlinks Manager icon 3 Click on the Email tab A Hyperlink Manager Hyperink IE Anchor le E mai Adress Link Text e Subjeot CSS Class No Class 3 Enter the email Address to where the message will be sent 3 Enter the Subject of the email message 4 Click OK Campaign Options Track URL Links 1 Select the links from your email message that you would like to track in campaign reports This feature allows you to track and report on the links your
20. CI Owner Last Name 4 Click Finish to begin the export The success page is displayed Click Continue to be returned to the Contacts page N Your exported contact list will be available in your Message Center as CSV attachment to the message Export Contacts Successful You can forward the message with attachment to any email address Adding a Contact 1 From the Contacts tab click on the Add Contacts Action The Add Contacts page is displayed va 3 campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Add Contact Help amp Support gt Getting Started indicates required fields Online Help Contact Information Contact Support First Name Message Center You have 2 message s Last Name Email Phone O Fax Mail format Status Subscribed J Receives test messages o Mailing Lists CI My Newsletter Custom Attributes Owner Email jsmith janes com Owner First Name Owner Last Name Copyright 2009 Protus All rights reserved a7 ee 3 campaigner 2 Enter the contact s information and any custom attribute The Mail format specifies whether the new contact can receive emails in plain text format HTML format or either one Status should be set to Subscribed Contacts with the attribute Receives test messages
21. Choose afile to upload 3 Map the fields in your file to the appropriate 5 Success gt Online Help 2 Indicate the file format attribute Contact Support 4 Selectthe Mailing Lists these contacts will be subscribedto Message Center You have 1 message s Choose a file to upload Select a file to upload csv or txt files m Processed 90 90 Elapsed time 0 0 8s Estimated time 0 0 1s Speed 1 31kB s Copyright 2009 Protus All rights reserved Note Campaigner supports import of contacts from either CSV or TXT file 28 amp campaigner y campaigner List Builder Dashboard Reports Campaigns Library Account User Profile Support Logout Import Contacts Help amp Support 1 Choose a file to upload 3 Map the fields in your file to the appropriate p 2 Indicate the file format attribute 4 Selectthe Mailing Lists these contacts will be Getting Started gt Online Help Contact Support subscribed to Message Center gt You have 1 message s Indicate the file format Warning s This import may cause your contact database to be over quota This list was created for Outlook Act Excel CSV Delimiter Comma O Other Delimiter e O Tab Text Qualifier Double quotes Text Qualifier Double quotes O Single quotes O None First row contains headers i Click Preview Import to ensure the file is properly fo
22. DHTML Accessibility Inserting Hyperlinks into Campaigns CampaignerPro supports insertion of three types of hyperlinks e An external web page URL or document e lt A specific area within the campaign e An email addresses Use Id for JavaScript and DHTML To link to a URL 1 Highlight the text in campaign you would like to become a hyperlink 19 ee 3 campaigner w l 2 Click the Hyperlink Manager icon Hyperlink Manager Bg Hyperlink E Anchor b E mail URL Existing Anchor Mone w Cancel Link Tet Type http Toots S OS CSS Class No Class 3 Enter the location in the URL field 4 Select the protocol Type from the dropdown list 5 Select the Target from the drop down list to specify how the web page or file will be displayed Target Type New Window Opens the linked web page document into a new blank window This window is not named Parent Window Opens the linked web page document into the immediate parent of the web page document containing the link Same Window Opens the linked web page document into the same window as the link the active window Opens the linked web page document into the topmost window Search Pane Opens the linked web page document into the browser s search pane for display only in IE 5 0 and higher Media Pane Opens the linked web page document into the browser s media pane for display only in IE 6 0 and higher
23. Getting Started 1 Name your List Builder form 5 Choose order of form items 9 Create Welcome page for confirmed user gt Online Help 2 Select attributes 6 Edit appearance of your form 10 Send email Contact Support D 3 Edit labels and field values 7 Create your Thank You page 11 Posting Instructions 4 Select mailing lists 8 Compose double opt in confirmation message M Cent essage er indicates required fields gt You have2 message s Edit labels and field values 7 Email Text Field Field Name E mail Seana o Maximum number of characters 100 Field Width in characters 30 Field is required Phone Text Field Field Name Phone Default Value Optional Maximum number of characters 50 Fiela Wiin Qn characters Field is required o Email Format Drop down list box Field Name E mail Format Field is required o Submit contacts answer to this field Email Format Contact s choices Values stored in the database Default selected 6 Click Next Edit the appearance of each field that will appear on the form Preview the appearance of the questions in your form by clicking Preview Form 7 Click Next The Select mailing lists page is displayed i y campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Create a List Builder Form Help amp Support Getting Started 1 Name your List Builder form 5 Choose order of form items 9 Crea
24. Help amp Support gt Getting Started Online Help Contact Support Message Center You have 1 message s indicates required fields Ne Note Do not use your browser s Forward and Back buttons to navigate through wizard steps Use the Next and Back buttons Cancel discards any changes made Create a new campaign 1 Click on Create a Campaign in the Action menu DET i letersi ge Campaigns Workflows Contacts Reports List Builder 7 campaigner Create a Campaign Help amp Support Getting Started gt Online Help Contact Support Message Center You have 3 message s Name Your Campaign 7 Ned indicates required fields Name Associate to Project None Use my own code preserve existing template choice Use a Template Copyright 2009 Protus All rights reserved 2 Enter the name of the new campaign in the Name field This is not name your contacts will see in the email s subject line 3 Use the radio buttons to choose to use your own HTML email file or use one of the available email templates Templates provide the format and layout for your text and images You can use the WYSIWYG editor in the Design a Campaign step of the wizard to customize the template 4 Click Next The Design Your Campaign page is displayed amp campaigner Edit an existing campaign 1 Click on a campaign s title from the Campaigns Home p
25. Highlight text images or content in the editor that you would like to make dynamic with the mouse 2 Click on the Set Dynamic Text dropdown list A dropdown list displays your mailing lists and segments 11 amp campaigner Design Your Content indicates required fields Back From Name Message delivered in formats SENE VENES Contact Qwner Email add a new from address refresh list os Reply to Address O HTML only Subject HTML and Text Insert HTML content here mje Ta Jormal 7A et Dynamic Tex 599 My Newsletter Thank you for your purchase 645 Birthday O Z OoOo 655 Men s Wear Liquidation 650 Summer Promotion proud io ofer you 15 of al emlek d demem ery 3 Select the segment or mailing list which will be able to view this content Bracketed references have been inserted before and after the content you had selected These references tell indicate that it is dynamic content and it should only appear in messages that are being delivered to the segment or mailing Design Your Content indicates required fields From Name Message delivered in formats From Address O Text only Reply to Address OHTML only HTML and Text Subject Set Dynamic Tex Insert a Forward Insert Wildcard begin dynamic content id 655 begin dynamic content id 650 name Men s Wear _Liquidation 1ame Summer Promotion Happy Birthday
26. MANAGE USER PROFILE AND ACCOUNT SETTINGS 81 Update Your Account and User Profile Information 82 Create an Account USEF asssreissdi cisusu nerina iia nenia 83 Manage Account OS CIS a iicretecsvasesusivacatantuctieasbucaudensesdeiart 83 Manage From Address ccccccccccccccc ccc ce teeta 84 Changing your Password o oo 84 MESSACE C ENTER aire cucrosceeconceaconccasescsandnazasacoscsatandebeinasonies 85 3 campaigner View a message ALLACNMENL eeceeeeceeeeeeseessssceeeeeeseeseeeeees Forward messages tO email Delete a message gt a 3 campaigner Introduction Campaigner is an email marketing solution that allows you to execute permission based email campaigns You can create personalized emails containing dynamic content that deliver relevant messages to select groups of contacts Contact segmentation and scheduling features ensure your target customers constituents or user base will receive the right information at the right time Campaigner Features Grow Your Contacts Successful email campaigns depend on accurate customer data not just email addresses Campaigner provides the tools to help you collect and updated customer information with Forward to a Friend viral marketing features List Builder forms and Subscription Management functions IDENTIFY TARGET CUSTOMERS Campaigner s advanced list search and segmentation features allow you to identify specific target groups based on their
27. Name your subscription management page 4 Select mailing lists 7 Create your Thank You page 2 Select attributes 5 Choose order of page items 3 Edit labels and field values 6 Edit appearance of your page indicates required fields Name your subscription management page 7 Page name newsletter1 Help amp Support Getting Started Online Help Contact Support Message Center You have 2 message s Copyright 2009 Protus All rights reserved 62 amp campaigner 2 Enter the name in the Page name field 3 Click Next The Select attributes page is displayed campaigner Library Account User Profile Support Logout Create Subscription Management Page Help amp Support Getting Started 1 Name your subscription management page 4 Select mailing lists gt 2 Select attributes 7 Create your Thank You page gt Online Help 5 Choose order of page items gt Contact Support 3 Edit labels and field values 6 Edit appearance of your page Message Center You have 2 message s Select attributes 7 Default Attributes 7 Attribute First Name Field Type Text Field Text Field Text Field Text Field Text Field Last Name Email Phone Fax HOOWBA Email Format Drop Down List Box Custom Attributes 7 Attribute Owner Email Select Field type Select Field Type Owner First Name Select Field Type Ow
28. New York 0001234567 United States Select the Subscription Management page to which your contacts will be redirected Subscription Management Pages are stored in your Library and will be listed in the dropdown list To ensure CAN SPAM regulatory compliance select the check box to insert your company s mailing address in the campaign email footer You can type a different address directly in the space provided Click the Next button The Auto Reply Options page is displayed Auto Reply Options Use the radio buttons to choose an auto reply message from your Library as listed in the drop down list or to create a custom auto reply message Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Edit Campaign Help amp Support Getting Started 1 Rename Your Campaign 5 Auto Reply Options 9 Confirmation gt Online Help 2 Design Your Content 6 Send Test 10 Success Contact Support 3 Track Links 7 Select Recipients 4 Unsubscribe Options 8 Schedule Message Center You have 1 message s Auto Reply Options Do not send auto eply message Send the auto eply message from the library Default AutoReply Message v Send this custom auto eply message Message Name From Name From Address Select From Email add a new from address refresh List Subject Message Body
29. Reports Forms Library View Contacts for this Mailing Help amp Support gt Getting Started Search Results 1to 5 of 5 gt Online Help Display results per page gt Contact Support CI Contact Email Address Status Message Center CO Bradley Brock B gotcorp corm Hard Bounce gt You have 7 message s C de Palezieux Harvey 19 gotcorp com Subscribed CI Desai Letitia 30 gotcorp com Subscribed C Despins Rob 41 gotcorp com Subscribed C Gifford Jeff 52 gotcorp com Subscribed Remove From Maling Page 1 of 1 ecurity nent f Remove contacts from a mailing list or unsubscribe contacts From the Manage Mailing Lists page click on the name of the mailing list you would like to view The mailing list s properties are displayed Click on the View Contacts in this Mailing List Action Select the checkboxes next to the contact s you would like to remove from the mailing list or to set to unsubscribe Click on Remove from Mailing List or Unsubscribe A dialog box will popup to confirm your selection Click OK to continue Note Selecting the Unsubscribe option will change the status of the contact to unsubscribed in all mailing lists The contact will remain in the Contacts database but will not receive any email Managing Segments The Contacts segmentation function allows you to group contacts for email campaigns based on common attributes demographics or past actions 43 3 campaigner
30. Support 3 Edit labels and field values 7 Create your Thank You page 11 Posting Instructions 4 Select mailing lists 8 Compose double opt in confirmation message Message Center You have 2 message s Default Attributes 7 Attribute Field Type First Name Text Field Last Name Text Field Email Text Field Phone Text Field Fax Text Field Email Format Drop Down List Box Attribute Select Field type F Owner Email Select Field Type v d Owner First Name Select Field Type v F Owner Last Name Select Field Type v Copyright 2009 Protus All rights reserved 5 Select the default and custom attributes you would like included in the form Each custom attribute requires you to assign a field type to ensure that the data captured is in the proper format Field Types include 1 Drop down list box provides predefined choices 2 Checkbox Yes No selection 3 Text field one line of text free form input 4 Text area multiple lines of text free form input 5 Radio buttons provides predefined choices 6 Date field free form day month and year selection 7 Calendar field popup calendar for day month and year selection 49 5 campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Create a List Builder Form Help amp Support gt
31. User Profile Support Logout Edit Campaign Help amp Support gt Getting Started 1 Rename Your Campaign 5 Auto Reply Options gt 9 Confirmation gt Online Help 2 Design Your Content 6 Send Test 10 Success Contact Support 3 Track Links 7 Select Recipients 4 Unsubscribe Options 8 Schedule Message Center gt You have 1 message s From Jane Smith From Address jsmith janes com Subject My First Email Campaign Mail Delivery Format HTML and Text Preview Schedule NIA Preview Subscription Managementpage You are subscribed to this newsletter as Contact Email Please use the link below to modify your message preferences or to unsubscribe from any future mailings We will respect all unsubscribe requests link Preview Subscription Management page Tracked Links Name Type h_resource_center HTML only h_reports HTML only h_getting_started HTML only h_tutorials HTML only t_resource_center Text only t reports Text only t_getting_started Text only t_tutorials Text only AutoReply message From Name Auto Reply From Email jsmith janes com Subject Auto Reply Thank you for your interest We willrespond as soon as possible Body Ifyou wantto Unsubscribe from this mailing or edit your profile information return to the original email Mailing Lists NIA Dynamic Segments N A Confirmation 1 Click Next to confirm and save the campaign The success page is displayed 2 Click Continue to exit the wiz
32. an Auto Reply Message Action The Name your Auto Reply Message page is displayed amp campaigner Dashboard Campaigns Contacts Reports List Builder Library Account er Profile Support Create an Auto Reply Message Help amp Support Getting Started Online Help Contact Support gt 1 Name your Auto Reply Message 2 Compose your Auto Reply Message indicates required fields Name your Auto Reply Message Message Center A You have 2 message s Name Newsletter1 ge s Nex Copyright 2009 Protus All rights reserved 2 Create a new auto reply message s name This will not be seen by recipients 3 Click Next The Compose your Auto Reply Message page is displayed 75 amp 3 campaigner amp campaigner Dashboard Campaigns Contacts Reports List Builder Library Account Create an Auto Reply Message Help amp Support Getting Started 1 Name your Auto Reply Message gt 2 Compose your Auto Reply Message gt Online Help ue Contact Support indicates required fields Compose your Auto Reply Message Message Center i gt You have 2 message s From Jane s Best ge s From Address jsmith janes com add a new address Refresh list Subject Jane s Best Monthly Newsletter Message Thanks for your reply to Jane s Monthly Newsletter Your comments and suggestions are very important to us We will foolow up with you
33. as soon as possible Cerca Copyright 2009 Protus All rights reserved 4 Enter the From name and From Address as well as the message subject and body The Owner Email wildcard can be used as the From Address 5 Click Finish The information page is displayed amp campaigner Dashboard Campaigns Contacts Reports List Builder Library Account Auto Reply Messages Actions gt Edit Auto Reply Message Information Delete Copy Newsletter1 Subject Jane s Best Monthly Newsletter Help amp Support Getting Started We will foolow up with you as soon as possible Online Help Project Contact Support Message Thanks for your reply to Jane s Monthly Newsletter Your comments and suggestions are very important to us Message Center You have 2 message s Copyright 2009 Protus All rights reserved Editing Auto Reply Messages 1 From the Library tab click on the Auto Reply Message you would like to edit The information page is displayed 2 Click on the Edit Action The Name your Auto Reply Message page is displayed The steps to edit an auto reply message are exactly the same as those to create one U Copying Auto Reply Messages 1 From the Library tab click on the auto reply message you would like to copy The information page is displayed Click on the Copy Action The Name your Auto Reply Message page is displayed Choose a name for the new message Clic
34. displayed Click Yes to confirm The success page is displayed Click Continue to be return to the Library tab Deleting a Forward to a Friend Page From the Library tab click on the Forward to a Friend page you would like to delete The information page is displayed Click on the Delete Action A window warning is displayed Click OK to delete the Forward to a Friend page A window confirming deletion is displayed Click OK to be return to the Library tab Previewing a Forward to a Friend Page From the Library tab click on the Forward to a Friend page you would like to preview The information page is displayed Click on the Preview Action or click on the Preview Forward to a Friend Page link The page appears in a popup window Sample Forward to a Friend Page CLOTHES Enter the recipients emal address Erter your amal address Eria Our mama I thought you might find this Hews letter practical Enjoy Enter personalized message 74 amp campaigner Ei BC 7 Thank you for forwarding this communication to your fends We look forward to serving them and you wilh our award winning Customer sarmice laari Have a great day The ABC team Auto Reply Messages An auto reply message can automatically be sent to recipients who reply to campaign emails An auto reply message can be included in campaigns during campaign creation Creating Auto Reply Messages 1 From the Library tab click on the Create
35. email recipients have clicked on You give each link a friendly name that will make it easier to distinguish between URLs in the 21 amp campaigner report Two identical links in a campaign will be tracked with unique names for text and HTML emails campaigner Dashboard Campaigns Contacts Reports List Builder Library Account Jser Profile Support Logout Edit Campaign Help amp Support gt Getting Started Online Help Contact Support 1 Rename Your Campaign 5 Auto Reply Options 9 Confirmation 2 Design Your Content 6 SendTest 10 gt 3 7 Select Recipients 4 Unsubscribe Options 8 Schedule Message Center You have 1 message s Html Links Friendly Name URL h resource center http www campaigner com resource center h_reports https app campaignerpro com CampaignerPro Reports Default aspx h_getting_started http www campaigner com resource center getting started h tutorials http www campaigner com resource center education raining tutorials asp Text Links Friendly Name URL t resoure center http www campaigner com resource center t_reports https app campaignerpro com CampaignerPro Reports Default aspx t_getting started http www campaigner com resource center getting started t tutorials http www campaigner com resource tcenter education raining tutorials asp Copyright 2009 Protus Al
36. have 1 message s 0 00 Attributes 7 Default Attributes System Attributes First Name Status Last Name Date added to list Email Date Updated Phone Date Confirmed Fax Method Added to List Email Format Opt in URL Opt in IP Address Custom Attributes Owner Email Owner First Name Owner Last Name Mailing Lists 7 27 amp campaigner Importing Contacts 1 Click on the Import Contacts Action The Import Contacts page is displayed campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Import Contacts Help amp Support gt Getting Started gt 1 Choose afile to upload 3 Map the fields in your file to the appropriate 5 Success gt Online Help 2 Indicate the file format attribute Contact Support 4 Selectthe Mailing Lists these contacts will be subscribed to Message Center You have 1 message s Choose a file to upload Select a file to upload csv or txt files C Documents and Settings js mith My Documents campaigne marketingicustomer lists xls Copyright 2009 Protus All rights reserved 2 Select the file containing the data to be imported by clicking Browse to locate the file Click the Next button 3 campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Import Contacts Help amp Support Getting Started gt 1
37. https Display the following page aa eee Copyright 2009 Protus All rights reserved 9 Click Finish The information page is displayed Managing Existing Forward to a Friend Pages 1 From the Library tab click on the name of the Forward to a Friend page you would like to edit The information page is displayed 2 Click on the Edit Action The Name your Forward to a Friend page is displayed The steps to edit a Forward to a Friend page are identical to those to create one i o 3 campaigner Dashboard Campaigns Contacts Reports List Builder Account User Profile Support Logout Edit a Forward to a Friend Page Help amp Support Getting Started gt 1 Name your Forward to a Friend page 3 Add a List Builder form 5 Design Thank You page for forwarders gt Online Help 2 Labeling the form fields for your page 4 Design the header for your page gt Contact Support indicates required fields Message Center You have 2 message s Name your Forward to a Friend page Page name newsletter1 Copyright 2009 Protus All rights reserved Copying a Forward to a Friend Page 1 From the Library tab click on the Forward to a Friend Page you would like to copy The information page is displayed 73 3 campaigner ARAD ma Click on the Copy Action The Copy Forward to a Friend Page is displayed Click Next The confirmation page is
38. is displayed You can change the search criteria that are used to create the dynamic segment Click Next You are redirected to the Segment Summary page Click Finish to return to the Segment Properties page Note Contacts cannot be eliminated from a dynamic segment because dynamic segments are updated at the time the campaign is sent Note Only dynamic segments can be edited Static segments once created are not editable and contacts in the segment remain unchanged Copy a Segment From the Manage Segments page click on the dynamic segment you would like to copy The Manage Segments page is displayed Click on the Copy Segment Action Rename the segment in the Segment Name field Click Finish to continue with copying of the dynamic segment A confirmation page is displayed Click Yes to confirm copying A success page is displayed Click Continue be return to the Manage Segments page Note You are not able to copy a Static Segment l Delete a segment From the Manage Segments page click on the name of the Segment you would like to delete A Segments Properties table is displayed 46 amp campaigner 2 Click on the Delete Segment Action A confirmation page is displayed 3 Click Yes to confirm deletion A success page is displayed 4 Click Continue to be redirected to the Manage Segments page Note Segments cannot be deleted if they are referenced by a campaign that has not yet been sent is incomp
39. on the Update Profile Action or 3 Click on the Delete Profile Action 83 ay ay y campaigner Manage From Address Multiple email addresses can be added to your account to be used as From Addresses in your email campaigns From the User Profile page click the Manage From Address Action The Manage From Address page is displayed amp campaigner Dashboard Campaigns Contacts Reports List Builder Library Account You are here Home User Profile Manage From Address Manage From Address Help amp Support gt Getting Started When you send a campaign an email address needs to be displayed in the email message as the From email address the gt Online Help address from which the campaign originated gt Contact Support Before a newly entered From Address can be used with a campaign it must be validated as a legitimate address The owner of the address will receive a validation email and must click the link in the message to complete this process Message Center You have 0 message s Enter Email Address Email Address Date Added oO jsmith janes com Jan 26 2009 Copyright 2009 Protus All rights reserved 2 Enter anew From Address into the text box and click the Submit button The new From Address will be added to the Existing Addresses list with a Status of Pending A validation email will be sent to the From Address which contains a validation link When the recipient of the
40. s Copyright 2009 Protus All rights reserved 2 Click on the Create a List Builder Form Action The Create a List Builder Form page is displayed i 7 campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Create a List Builder Form Help amp Support Getting Started gt Online Help Contact Support gt 1 Name your List Builder form 5 Choose order of form items 9 Create Welcome page for confirmed user 2 Select attributes 6 Edit appearance of your form 10 Send email 3 Edit labels and field values 7 Create your Thank You page 11 Posting Instructions 4 Select mailing lists 8 Compose double opt in confirmation message Message Center indicates required fields You have 2 message s Name your list builder form Page name 3 Enter a name in the Page Name field 4 Click Next to continue The Select Attributes page is displayed All of the attributes that can be used as fields in your form are listed on this page 48 amp campaigner amp campaigner List Builder Library Account User Profile Support Logout Create a List Builder Form Help amp Support gt Getting Started 1 Name your List Builder form 5 Choose order of form items 9 Create Welcome page for confirmed user gt Online Help gt 2 Select attributes 6 Edit appearance of your form 10 Send email gt Contact
41. should be the link Click on B Hyperlink Manager icon Enter the hyperlink with the wildcards The wildcards are represented by Contact xxxx where Xxxx is the name of the contact s attribute Note that Contact and the attribute name is case sensitive Click OK The link is now set To add wildcards to a link in the text version simply write out the link including the wildcards r oe N f m a f f i j Sm M SPA oe Te Set Dynamic Tex Insert a Forward v Insert Wildcard Hyperlink i Hyperlink Manager esis de E mail Hi Be j Cit Mink com param Contact x gt etl tered Like always ABC offers the latest and greatest in Me O impression in easy office styles for every day of the None ER shirts and jeans Shopping for him but don t know what to get Check our website to see our whole selection hte y This week we re also promoting our new Baby Line rget Target iM just walking or already wreaking havoc No Class 14 campaigner Send on Behalf The Send on Behalf feature allows wildcards to be inserted in both the From Name and From Address so that one email campaign can appear to be sent from many different people All replies to the campaign will be routed to the proper contact owner Three attributes are automatically included in your account for your convenience Owner Email Owner First Name and Owner Last Name Dashboard Projects Campaigns Contacts Reports Forms
42. subscriber Choose a name that the new subscriber will recognize and feel comfortable opening The Send on Behalf of feature allows this field to be populated with contact attribute wildcards such as Contact Firstname Select the From address from the drop down list The From address is an email address that has been validated by Campaigner The Send on Behalf of feature allows this field to be populated with the Contact Owner Email wildcard Add a new address 1 Click on add a new address A dialog window pops up ii Enter an email address and click Submit A confirmation email is sent to that email address requesting confirmation Campaigner will update the list of available From addresses upon receipt of confirmation Click Refresh to see the validated email address in the list Enter a Subject for the confirmation message Enter the Message Body for your confirmation message It is important that your message clearly tells subscribers to click on the confirmation link to validate their subscription request 16 Click Next The Create Welcome page for confirmed user page is displayed This welcome page is displayed after the link in the confirmation email is clicked on campaigner Dashboard Campaigns Contacts Reports Library Account You are here List Builder Create a List Builder Form Create a List Builder Form Help amp Support O Redirect to this URL http gt Getting Started 1 Name you
43. 24 7 and its free Campaigner Customer Support Email su campsigner com Toll Free 1 888 845 4544 International 1 613 216 7422 10 lt 2 a 3 campaigner 12 Click the Next button when satisfied The Track Links page is displayed Dynamic Content amp Personalization Dynamic Content and Personalization allows groups of recipients to receive targeted email campaigns Dynamic Content Blocks The dynamic content block functions available in the HTML Editor allow you to design and deliver personalized communications Dynamic content blocks can include images text or other rich media content Dashboard Projects Campaigns Workflows Contacts Reports Support Logout Edit Campaign Help amp Support Getting Started 1 Rename Your Campaign 5 Online Help gt 2 0 tent 6 Se 10 Contact Support 3 T 4 8 Message Center You have 2 message s Design Your Content indicates required fields Next Cancel From Name RetailCo OOOO Message delivered in formats From Address Contact Owner Email add a new from address refresh list O Text only Reply to Address TCotatOwerEna fia OHTML only na HTML and Text Subject Happy Birthday Insert HTML content here Happy Birthday lin recogon of your special day we are proud to offer you 15 off all lof our merchandise Click on the image to the right io browse our 1
44. HT bold FONT SIZE 18px gt Next Steps lt font gt lt br gt lt br gt lt ta be celSpacing 0 celPadding 0 width 00 border 0 gt 1 Save Design Content eafic6 gt Try Campaigners reporting functonalty for jouself lt font gt Generate Text Content from HTML 8 Click on the Save Design Content to save your changes 9 Click on the Generate Text Content from HTML button to automatically generate a text version of the HTML content 10 Click on the Revert to template HTML button to undo your changes and go back to the original template s design 11 Click the Preview button at any time during the design process 3 campaigner ns CE RE To ne eo e eC ee Gas 1 al f Ye a _ amp campaigner Congratulations Contact FirstName tt NextSteps You have just sent your first email with Campaigner x Haven t uploaded your contact list yet Watch You received this email because you clicked the Send my first the Gettin aside tl u email campaign button on the Campaigner Dashboard Its intent a tut at was to show you step by step how to send an email campaign pa tonal SS pan Need help getting an Campaigner offers a range of reporting tools that let you track the email template success of your email campaigns Use these reports to measure n tailored The H open rates click throughs unsubscribes replies forwards and ere 3 pt
45. Library CRM Update Profil e Suppor i Logou t Edit Contact Actions Delete Contacts indicates required fields Contact Information Help amp Support First Name Alex Getting Started Online Help Last Name MacDonald Contact Support Email amacdonald gotcorp con SS Message Center Phone You have 41 message s Fax l Mail format Both Status Receives test messages 0O Mailings O My Newsletter Owner Email lvezina gotcorp com iv Owner First Name Lue Owner Last Name Vezina Note The default value of the Owner Email field cannot be blank it must be a validated From Address Owner Email can become a campaign s From Address by selecting it from the list of validated From Addresses Any attribute can be represented as a wildcard in the From Name The syntax used to enter the wildcard can be obtained from the Insert Wildcard dropdown menu Design Your Content indicates required fields Next From Name Contact Owner First Name Contact_Owner Last Name Message delivered in formats PE EEN O Text onl From Address Contact_Owner Email add a new from address refresh list nher j i HTML only Reply to Address HTML and Text Subject 15 5 campaigner Forward to a Friend Links Forward to a Friend links give your contacts the ability to quickly pass along a campaign to their friends and helps you expand your list o
46. O5 2006 Apr 05 2006 Apr 05 2006 t Online Help t Contact Support Message Center Discount Offer AprOs 2006 You have 1 message s Recurring Campaigns Campaign Name Mo Campaigns Available Scheduled Date Scheduled Campaigns Campaign Name Mo Campaigns Available Scheduled Date All Campaigns Campaign Name A F 50 off MAA Buy Mow MA Incomplete Discount Offer a Sent Fall Line MAA G M Luc s Exercise a Sent Luc s Exercise J Sent NS Mo Campaigns Available z Test 2 Sent Test Campaign Sent Test Locked Sent Weekly Type Status Scheduled Date Incomplete Apr 05 2006 Incamplete Mar 14 2006 Mar 14 2006 Mar 13 2006 Mar 13 2006 Apr 06 2006 Incomplete ivacy Statement Terms of Uze Create and Edit Campaigns Campaign Wizard Campaigner provides a wizard to streamline the tasks required to create and manage your campaigns The wizard walks you through the necessary steps of setting up new campaigns You can also navigate to any stage in the wizard that is underlined and clickable with your mouse amp campaigner BET letersi ae Campaigns Contacts campaigner Reports List Builder Library Account User Profile Support Logout Edit Campaign b 1 2 Design Your Content 3 Track Links 4 Unsubscribe Options Rename Your Campaign 7 5 Auto Reply Options 6 Send Test 7 Select Recipients 8 Schedule 9 Confirmation 10 5
47. OGR i Image 6 O penis our Newsletter i f Image 7 gt abod atend Image 8 O Generate HTML Option 2 Simple link N http a avm campaignerpro com CampaignerPro Public Form aspx fid 10001741 Option 3 Paste HTML into your website 55 3 campaigner 22 Click on a Generate HTML button A window will pop up listing the HTML code and posting instructions 23 Click Finish The List Builder Information page is displayed amp campaigner Dashboard Campaigns Contacts Reports List Builder Library Account er Profile Support Logout List Builder Form Actions Edit gt Copy gt Delete List Builder 1 gt Report on this List Builder Preview View source gt Posting Instructions Use the following URL to access the List Builder https appgavm_campaignerpro com CampaignerPro Public Form_aspx fid 10001741 Thank you page preview Double opt in confirmation email preview Confirmed user page preview Help amp Support Getting Started gt Online Help Contact Support Message Center You have 2 message s Copyright 2009 Protus All rights reserved Managing List Builder Forms Accessing Form Information 1 From the List Builder tab click on the form you would like to access The List Builder Form Information page is displayed v amp campaigner Dashboard Campaigns Contacts Reports List Builder Library Account Jser Profile Support Logout Lis
48. Suciccshitiontcu ss diecintianee beat bids N 61 LIBRAR enano E 62 SUBSCRIPTION MANAGEMENT PAGE esssseeeceeeeeeeeeeneees 62 Creating a Subscription Management Page 0000 62 Editing Subscription Management Pages 0000c 68 Deleting a Subscription Management Page 0066 69 Previewing a Subscription Management Page 6 69 FORWARD TO A FRIEND PAGES eessseessseeeeeeeeeeeeeeeees 69 Creating a Forward to a Friend PdGe ccccccccccccessceeeees 70 Managing Existing Forward to a Friend Pages 73 Copying a Forward to a Friend PdGe cccccccccccccsscceeeees 73 Deleting a Forward to a Friend Page ccccccceieeeeeeeeees 74 Previewing a Forward to a Friend Page 0000000000 74 AUTOAREPLY MESSAGES cascancuiecsasoresevancomexanazrnesanconscmsenere 75 Creating Auto Reply Messages 75 Editing Auto Reply Messages iccccccceeeeeeeeteeeeteetttttetettees 76 Copying Auto Reply Messages c e 76 IMAGE LIBRAR V ncen A E 77 View and Upload IMSS oi ccccccccccccccceeee eee eeentntettenteeees 77 ACCOUNT MANAGEMENT i csccsscccccsssssssssssssssssscssees 78 BILLING INFORMATION ss ticesnsitssinnsiecteistoninrsisn han interni 78 Receiving Monthly Statements by Emadil 00000000000 78 Putting a Purchase Order Number on your Statement 78 PAYMENT HISTORY eninin an Eoo EEE 78 ACCOUNT STATEMENT csiacacsia aes axneaeostceantbescnactoseeneneeeanntencece 79
49. act Owner Email JE O HTML only HTML and Text Subject Happy Birthday Set Dynamic Tex Insert a Forward Insert Wildcard F Happy Birthday Contact First Name In recognlon of your special day we are proud to offer you 15 off all of our merchandise Click on the image to the nght to browse our Inserting Images from the Image Library Images are stored in your Image Library for use in your email campaigns Design Your Content indicates required fields Back Next From Name Contact Owner First Name Contact Owner Last Name Message delivered in formats ei A O Text onl From Address Contact Owner Email add a new from address refresh list Bimi zp oe 7 onl Reply to Address Contact Owner Email I ma Piia HTML and Text Subject Happy Birthday Insert HTML content here E E Happy Birthday Contact First Name In recogni on of your special day we are proud to offer you 15 off all of our merchandise Click on the image to the night to browse our Place your cursor at the location within the email where you would like the image inserted Click on the me Access Media Library icon The Media Library window is displayed 17 oS U amp campaigner Media Library Media Liurar Upload Image indicates required Fields Unload r Select Image Select an image From the Media Library ABC Header i sm
50. age or the Dashboard You will see the campaigns details and various Action menu items Dashboard Campaigns Fall Market Update Project Status From Subject Send To Schedule Last Updated Auto Reply Projects Reports insider newsletter Created Jane s best jsmith janes com Fall Market Update Newsletter Mailing List s My Newsletter Dynamic Segment s N A Static Segment s N A N A Feb 05 2009 1 15 PM Activated Number of times sent 0 Preview amp campaigner List Builder Library Actions Preview Edit Test Edit Schedule Copy Help amp Support gt Getting Started gt Online Help gt Contact Support Message Center You have 3 message s Copyright 2009 Protus All rights reserved 2 Click on the Edit Action The Rename Your Campaign page is displayed 3 Change the campaign name in the text box or choose a different email template 4 Click Next The Design Your Campaign page is displayed amp campaigner Designing Your Campaign Email This step in the wizard allows you to define the elements of the email that will be sent out in the campaign Dashboard Projects Campaigns Workflows Contacts Reports List Builder Library CRM Account Create a Campaign Help amp Support gt Getting Started 1 Name Your Campaign 5 3 gt Online Help b 2 6 10 Contact Support 3 7 4 Message Center gt You have
51. ail 100 View a message attachment Click on the link View Attachment The file download dialog box is displayed Click Open to view the attachment or Save to download it to your computer Forward messages to email Enter the email address in the Forward to the following email textbox Click Forward You will receive a confirmation message that the email has been forwarded Note If the message contains an attachment it will also be forwarded to the email address Delete a message Select the checkbox next to the message to be deleted or click Select All on the Message Center page Click Clear All on the Message Center page to de select all the checkboxes Click the Delete button 86 amp campaigner About Campaigner Campaigner is an industry leading email marketing service that makes it simple for small businesses and organizations new to email marketing to create sophisticated one to one email campaigns that result in profitable relationships with customers Campaigner s proven email marketing functionality includes list segmentation personalized messaging automation and Salesforce integration Campaigner improves email marketing ROI and performance by helping small businesses create and send professional e newsletters grow opt in lists and improve permission based marketing results Campaigner includes automatic CAN SPAM compliance and on demand online access for a low monthly fee Campaigner resources Campaign
52. all sunset Select the image you would like to insert from the Select Image box Click Insert to place the image in the email Inserting Tables into Campaigns Place your cursor where you would like to insert the table Click on the a Insert Table icon Highlight the cells that quickly outline the table by rows and columns to insert into your campaign or select the Table Wizard Note You can right click on the table after you have inserted it into the HTML Editor to adjust Table Properties Design Your Content indicates required fields Back Next From Name Contact Owner First Name Contact Owner Last Name Message delivered in formats EN Contact Owner Email add a new from address refresh list Stes any Reply to Address A ae and lex Subject Set Dynamic Tex Insert a Forward Insert Wildcard Happy Birthday Contact First Name In recognion of your special day we are proud to offer you 15 of a SUE ae 18 es 3 campaigner i1 Table Wizard Columns Column Span OK Cancel 72277 Ms 0 A o aoa The Table Wizard allows you to format the table with greater detail It consists of four tabs Table Design Define the number of rows and columns of your table with other adjacent cells Table Properties Cell Properties Define the dimensions height and width of cells Use Id for JavaScript and
53. and change their contact status from Pending to Subscribed in the Contacts database campaigner List Builder Library Account ser Profile Support Logout Create a List Builder Form Help amp Support Getting Started 1 Name your List Builder form 5 Choose order of form items 9 Create Welcome page for confirmed user Online Help 2 Select attributes 6 Edit appearance of your form 10 Send email Contact Support 3 Edit labels and field values 7 Create your Thank You page 11 Posting Instructions 4 Select mailing lists gt 8 Compose double opt in confirmation message Message Center indicates required fields You have 2 message s Compose double opt in confirmation message 7 From name Jane Smith From address Contact Owner Email add a new address Refresh Subject Confirm your subscription to Jane s Best Tell readers that they MUST click the link in the email to confirm their subscription The confirmation link will automatically be appended This email will be sent in text format only Please confirm your subscription to Jane s Best by clicking on the link below Copyright 2009 Protus All rights reserved 53 3 campaigner The following information is required for the confirmation email a b Enter the From name This will be seen as the sender of the email message when received by the new
54. ard and be redirected to a summary view of the campaign 26 a amp campaigner Managing Contacts The people who receive your email campaigns are in your Contacts each having attributes such as a unique email address first and last name etc You can accumulate Contacts in one of three ways you can import a list of contacts manually add a contact or have people provide their contact information by completing a double opt in List Builder form Contacts can be grouped into mailing lists according to common attributes or expressed interests Contacts can also be segmented into groups according to common attributes or demographic The Contacts page provides a summary view of all your contacts and quick access to your contacts attributes and to your mailing lists and segments 7 campaigner Dashboard Campaigns Reports List Builder Library Account User Profile Support Logout Contacts Actions gt View Contacts Total Contacts Contacts gt Import Contacts 4 t Export Contacts eee Edit Contacts 4 Subscribedi 100 00 gt Delete Contacts 100 00 gt Add Contacts gt Manage Attributes Bounce gt Manage Mailing Lists gt Manage Segments pona gt Report on Contacts Hard Bounce 0 Help amp Support 0 00 gt Getting Started ae gt Online Help ne GHB Hard Bounce E Subscribed gt Contact Support 0 00 E Unsubscribed E Pending Gay Soft Bounce ao Message Center 0 gt You
55. ated Number of times sent 0 Preview Static Segment s N A You have 3 message s Copyright 2009 Protus All rights reserved amp lt amp campaigner Dashboard When you log in you are directed to your Dashboard The Dashboard displays current information about your Account Status Contacts status Campaigns status oe Projects Campaigns Quick Links to frequently used services and helpful resources Send your first test Campaign campaigner Workflows Contacts Reports List Builder Library Account User Profile Support Logout Welcome Jane Smith Create New Campaign Create a Professional Campaign a Import Your Contacts import Your Existing Contacts i Build Your Mailing Lists Use Our List Bulider to bulid your malling lists r Quick Links Send your first test Campaign Account Status Active O Contacts 16 500 Upgrade your service Send your first campaign to yourself This is a grest way to see how email campaigns work Just click the button below Your first campaign will be sent to emarlow janes com Click here to see how your first campaign is set up Campaigns R Sent igns No Campaigns Available Curr Campaign No Campsigns Avsilable l My Mailing Lists Emails SentThis Month View Report Date Sent Campaign Report No Campsigns Avsilsabl W of Total Successful
56. c Note Create a New Attribute if you cannot find an existing attribute to match a column 5 Map attributes of your import list to match the ones from your contact list Click on m to select a different attribute E WW Campaigner com attibutes map246r Attribute Owned OOO S Email Email Format Text Mumeric Oran Ome O e C Phone Text 2 Done W Internet 30 3 campaigner 6 Select the attribute that corresponds to the column from your file Click Update to map the attribute 7 Click the Next button Dashboard Projects Campaigns Workflows Reports Forms Library Ipdate Profile Support Logout Import Contacts Help amp Support gt Getting Started 5 Success gt Online Help Contact Support 1 Choose a file to upload 2 Indicate the file format attribute gt 4 Select the mailings these contacts will be subscribed to Message Center Your contact list has been locked If you want to stop importing and unlock your contact list click the Cancel button gt You have 0 message s Select the mailings these contacts will be subscribed to All contacts are subscribed to the following mailings Investor Relations Product Updates Newsletter Subscribers Weekly Promotions Update existing contact information Update existing contacts with data from my file Temporarily disable all workflows for these imported contacts W Whe
57. cate record update checkbox not checked 12 Tp Please see the attached ZIF file for more details Forward to the following email 2 I amp campaigner Viewing and Editing Contacts Select the Contacts tab Click the View Contacts Action Choose whether to display All Contacts or a Subset of Contacts grouped by search criteria For a Subset of Contacts you select the attributes and status of the contacts you are interested in campaigner Dashboard Campaigns Workflows Contacts Reports List Builder Library Account User Profile Support Logout View Contacts Help amp Support Getting Started gt Online Help gt Contact Support Message Center You have 0 message s Contacts matching the criteria specified below will be returned Select the following contacts O All Contacts Next Subset of Contacts Attribute bias E Using the attribute Owner Email J select all contacts whose value is Containing gmail cor Oo In the campaign My First Email Campaign select all contacts who Did v Open v during ee this time period Anytime Email Action Form Submission Subset of Contacts searches lets you specify a variety of search parameters to help specify which contacts should be returned Subset of Contacts Search Criteria Subset of Contacts searches are defined by Filte
58. cribe button Use the radio buttons to choose whether to redirect to 67 amp campaigner another URL or customize one using the WYSIWYG HTML editor Click Preview to see the pages Dashboard Campaigns Contacts Reports campaigner List Builder Library Account Create Subscription Management Page 4 Select mailing lists gt 7 Create your Thank You page 5 Choose order of page items 6 Edit appearance of your page 1 Name your subscription management page 2 Select attributes 3 Edit labels and field values Help amp Support gt Getting Started gt Online Help gt Contact Support Message Center You have 2 message s Unsubscribe Confirmation Page Redirect to this URL http URL must contain http or https Display the following page g Preview Form Copyright 2009 Protus All rights reserved 16 Click Finish The information page is displayed Editing Subscription Management Pages 1 From the Library tab click on the Subscription Management page you would like to edit The information page is displayed 2 Click on the Edit Action The Name your subscription management page is displayed The steps to edit a Subscription Management page are identical to those used to create one Dashboard Campaigns Contacts Reports amp campaigner List Builder Library Account User Profile Support Logout E
59. d and pending List Builder Forms Displays all forms which link to form specific report information Report on Campaign Runs Displays all campaigns which link to campaign specific report information The Action menu also provides the following Report on Mailing Lists Displays all campaigns which link to campaign specific report information Report on Workflows Displays all campaigns which link to campaign specific report information Workflows are an optional feature Refer to the Campaigner Advanced Feature Guide for more information Report on Contacts 1 From the Reports tab click on the Report on Contacts Action The contacts report is displayed wa o 3 campaigner Dashboard Campaigns Contacts List Builder Library Account You are here Reports Contacts Report Contacts Report Actions gt Print Report Y Export Report Contacts Help amp Support Soft Bounces of Getting Started 4 gt Online Help Hard Bounces G 5 tame Unsubscribed Pending Available Message Center You have 2 message s 0 Email returned unknown reason 100 00 70 68 10 9 52 2 38 0 00 Uploaded Added through a form Manually Added Default Copyright 2009 Protus All rights reserved The Contacts Report shows e Contacts Summary with total number of contacts and number and percent of contacts with a specific status e Soft Bounce Summary with the total number of emails that could not be deli
60. demographics and responses to past campaigns Dynamic segments are useful when want to send a campaign to an up to date list of all your contacts that meet the specific segmentation criteria A dynamic segment is created at the moment of execution of the campaign Send AUTOMATED TRIGGERED AND RECURRING CAMPAIGNS Delivery of email campaigns can be a cumbersome and time consuming process Campaigner s advanced scheduling can automatically send campaigns at a specific time and date on a recurring basis or triggered based on an action Campaign delivery can be automated to deliver based on specific customer information e g birth date customer behaviors e g opt in to your list or campaign requirements e g clicked on a link Leverage Your BRANDING Creating branded messages that are consistent with the look and feel of your other marketing efforts whether online or offline is critical to email communication efforts Using Campaigner s HTML editor you can easily integrate your corporate brand into campaigns to increase your customer s familiarity with your company and its products Who should read this guide This guide is intended for two audiences e All Campaigner users will find this a comprehensive resource for the operation of their Campaigner service e Configuration and use of the Campaigner Advanced features will be found in the Campaigner Advanced Features Guide e The use and configuration of the Campaigner WebServic
61. dit Subscription Management Page gt 1 Name your subscription management page 4 Select mailing lists 7 Create your Thank You page 5 Choose order of page items 6 Edit appearance of your page 2 Select attributes 3 Edit labels and field values indicates required fields Page name newsletter1 Help amp Support gt Getting Started Online Help Contact Support Message Center You have 2 message s Copyright 2009 Protus All rights reserved 68 ay NM pd campaigner Deleting a Subscription Management Page From the Library tab select the Subscription Management page to delete Click on the Delete Action Click OK to delete A popup window confirming deletion is displayed Click OK to return to the Library page Previewing a Subscription Management Page From the Library tab select a Subscription Management page to preview Click on the Preview Action or the link Preview Subscription Management Page The form pops up in a preview window Sample Subscription Management Page Preview vou are viewing this form in Preview Mode The Submit button has been disabled IC The New Men s Line now Available our new Baby and Infant Line To unsubscribe from all mailings click the following button To update your profile edit the information below and click on Submit Subscribe or Unsubscribe to F Annual Charity Fun any of the following C Pr
62. e Account Administrators can click on the Create Account User Action amp campaigner Create User Help amp Support Getting Started gt Online Help User Profile Contact Support First Name Edwin indicates required fields Message Center Last Name Marlow You have 0 message s x i Username email address jmarlow janes com User Type Account User v Email Address jmarlow janes com Title Phone Number 613 555 1234 Fax number 613 555 5678 Company URL http URL must contain http or https Welcome Email Send Welcome Email Copyright 2009 Protus All rights reserved 2 Click Create User to submit the new user s information A confirmation page is displayed 3 Click Yes to continue Click Continue to complete creation of the new user Manage Account Users 1 From the User Profile page Account Administrators can click on List Account Users Action Select a user from the list in the Account Users page 7 campaigner Reports List Builder Library Account User Profile Support Logout Account Users Help amp Support gt Getting Started Online Help Name User Role gt Contact Support Marlow Edwin Account User Smith Jane Account Admin Message Center You have 0 message s Copyright 2009 Protus All rights reserved 2 Click
63. e cece cece cece cece cece cece eee e erry 40 Delete a Custom Attribute cccccccccccccc cece cece ccccceeeeeeeeeeees 40 MANAGING MAILING LISTS deiescisceeestnancnesenestcesvenediestutettieneast 41 Creating a Mailing List occ ccc cc cccccccccccccceccceeeeeeeeeeeees 41 Edit Mailing LASTS ssiri 42 Delete a Mailing List 000000000nnooooonononeoonnessesesssssseseseeee 42 View Mailing List contacts 43 Remove contacts from a mailing list or unsubscribe COA TS e A E E A E 43 MANAGING SEGMENTB ccscessecceeseesseceeeeesssnseeseesseneeeeeens 43 Creating SCOMOCIIS ice tch casnacencacincctapepacspieadcnabiaxtacionceanee 44 Managing Existing SCQMENUES ccccccccccccc ccc e cece ee ttteeeeeeeees 45 Remove or unsubscribe contacts from segments 45 Edit Segments ccssatutestadscwssudramnentauadseanMiniataldunesntiaapacatnbaase 46 Copy a Segment nnnnnennsesessesserennnnsressssssssssrrrreeens 46 Delete SCQMEN1 cccccccccccc cece cece ee eee aaa a aaa 46 LIST BUILDER FORMS wisssissesssssccerecssasacestsstevexerereacciaesess 48 CREATING LIST BUILDER FORMS ccceseeesesecceeeeeeeeeees 48 MANAGING LIST BUILDER FORMS sssseeeeeeeeeeeeeeeeees 56 Accessing Form Information cccccccccccccccccccccccccccscceceeeeeeees 56 BE OOS oaee E 58 Report on CONLAGIS osc incites sca ucited a nias 58 Report ON Campaigns cccccccec cece eeee eee eeeeeeeeecceeeeeeeeeeeenaaas 59 Report ON FOVINS
64. e or unsubscribe contacts from segments Select the checkboxes next to the contact you would like to remove or unsubscribe Click Remove from Segment or Unsubscribe A dialog box will popup to confirm your selection Note Selecting the Unsubscribe option will change the status of the contact to unsubscribed in all segments and mailing lists The contact will remain in the Contacts but will not receive any emails 45 3 campaigner v G campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout View Contacts for Segment Help amp Support 5 6 CI cpro1 user2 user2 cpro1 com Subscribed C cpro1 user3 user3 cpro1 com Subscribed C Smith Jane jsmith janes com Subscribed Unsubscribe Remove From Segment Page 1 of 1 Getting Started Search Results 1to4 of 4 gt Online Help Display results per page Contact Support L Contact Email Address Status C cprot user1 firstname user1 cpro1 com Subscribed _ Message Center You have 2 message s Copyright 2009 Protus All rights reserved Click OK to continue Edit Segments From the Manage Segments page click on the dynamic segment you would like to edit The segment s properties are displayed Click on the Edit Segment Action You are redirected to the Edit Segments page Edit the name of the segment in the Segment Name field Click Next to continue The search form
65. ed Dashboard Campaigns Library Account User Profile Support Logout Billing Profile Account Name and Address First and Last Name Company Name Address City Province State Zip Postal Code Country Telephone Email Address Timezone DateMask Billing Address and Options Address City Province State Zip Postal Code Country Telephone Send billing emails to Purchase Order ID Send monthly statement by email Required fields Only required if country is Canada or USA Jane s Best 0001234567 United States f A lt jSmith pnes com m astern Standard Time z3 3 MM DD Biling address should be the same as on your credit card statement z Biling address is the same as the Account address United States ft jSmith pnes com oO 5135551234 Credit Card Information Card Type Card Number ExpiryDate CVV Code t Name nn fard 2 Make your changes and click the Save button Master Card v ne 2005 m C ee a Actions gt Upgrade My Subscription gt Billing Profile Account Activity Payment History gt Account Statement Help amp Support Getting Started gt Online Help gt Contact Support Message Center gt You have 0 message s 82 amp campaigner Create an Account User 1 From the User Profile pag
66. email Replied The contacts who replied to the email Unsubscribed The contacts who unsubscribed from a mailing list Forwarded The contacts who forwarded the email to a friend Subscribed The new contacts who subscribed to a mailing list Spam Complaints The contacts who reported the email as spam 5 Click on one of the Type labels to view a list of the contacts that fall into that type Both Hard Bounces and Soft Bounces display clickable bounce codes with an explaination 60 3 campaigner Dashboard Projects Campaigns Contacts Forms Library date Profile Support Logout Contact List Help amp Support t Getting Started Online Help t Contact Support Contact Name Recipient Address Bounce Code Mla Alex xMiGya cam ala Donald Al donaldal hotm com The recipient s MacDonald Alca macdab da ca mailbox is full showing 1 3 of 3 page 1 of 1 Message Center t You have 11 message s Security Privacy Statement Terms of Use Report on Forms 1 From the Reports tab click on the Report on List Builder Forms Action The Report on List Builder Forms page is displayed 2 Click on the form name to generate and view a report Dashboard Projects Campaigns Contacts Reports Forms Library Update Profile Support Logout Report on Forms Actions t Print Report Export Report Sign Up Form Form Preview Preview Form is associated to mailing list s Product Mews Help i Suppo
67. enter indicates required fields You have 2 message s Name your Forward to a Friend page Page name newsletter1 Copyright 2009 Protus All rights reserved Enter the new Forward to a Friend page s name This will not be seen by recipients Click Next The Labeling the form fields for your page is displayed Labels will prompt the recipient to enter their name and email address the email address of a friend and a personal note into the corresponding textboxes campaigner Dashboard Campaigns Contacts Library Account User Profile Support Logout Create a Forward to a Friend Page Help amp Support Getting Started 1 Name your Forward to a Friend page 3 Add a List Builder form 5 Design Thank You page for forwarders gt Online Help gt 2 Labeling the form fields for your page 4 Design the header for your page gt Contact Support Message Center You have 2 message s Labeling the form fields for your page Enter the labels that will be seen in your Forward to a Friend page indicates required fields Recipient s email address Enter your friend s email address Your email address Enter your email address Your name Enter your name for your friend Personalized message Hi this newsletter from Jane s Best is really good Default Personalized message thought you might find this newsletter practical Enjoy
68. er offers a variety of educational materials for the public Find recent articles tips online product and educational webinars customer case studies and more Additional information for Campaigner is available at www campaigner com Campaigner Support 1 613 216 7422 Toll Free 1 888 845 4544 Email support campaigner com 2009 Protus IP Solutions All rights reserved Protus MyFax my1voice Campaigner are trademarks of Protus Other trademarks referenced in this document are the property of their respective owners Customers are solely responsible for ensuring regulatory compliance PIPSBUGCMP 08 05 01 87
69. es forwards and more lt br gt lt br gt lt font style PAD TENGRIGHT Spx DISPLAY b bck PDDE Spx FONT WEIGHT bold FONT SIZE 15px PADDING BOTTOM 5px COLOR 40052 88 PADDING TOP Spx FONT FAMILY Arel Helvetta sans serif BACKGR QUND COLOR lt ol gt lt l Cick here lt span id 1 contentEdteble true reme h_resour _cente type LINK c2f true gt lt a style COLOR 005288 href http vavw campaigner c om resource center target _blank gt Cempeigner Resource Gerter lt a gt lt span gt lt br gt lt br gt lt li gt lt i gt Reol to thisemal Gick lt strong gt Re plyx strong gt type your email address andcick lt strong gt Send lt stromg gt lt br gt lt l lt ob lt spen G 2 content amp iitab eE true neme h_reports type LINK c2f true gt lt a stye COLOR 005288 hr https app mpeignerpro com G mpaignerPro Reporty Defaut aspx target _benk gt Oickto see how ths ecivty ves tracked in Campaigner reports lt a gt lt span gt lt br gt lt br gt lt br gt lt br gt lt span stye BORDER TOP 999999 2px dotted DISPLAY block gt amp nb p lt span gt lt br gt lt br gt lt font style FONT WEIGHT bold FONT SIZE 21px COLOR 005288 LINE HEIGHT 20px FONT FAMILY Arel Helvetica sans serif gt Thanks for being a mpaigner Gi tomes lt font gt lt br gt lt br gt The Cempaigner Team lt td gt lt td vAlgn top vi h 186 bg Qolor se efef gt lt font style FONT WEIG
70. es requrea feus From Name Message delivered in formats Text on From Address Select From Email bi add a new from address refresh list Y O HTML on Reply to Address Select Reply to Email w y HTML and Text Subject InsertHTMLcontenthere _ lt ta ble celSpacng 0 celPaddng 0 width 548 algn center border 0 gt lt gt lt td gt lt img sr http vwww mpaigner cony images email RrstCampag n_hee der gf gt lt td gt lt tr gt lt a gt lt td backg und hetp vavw campagner com emeil First mpeign_bg_body gf gt zta ble sty FONT SIZE 13px COLOR 404040 LINE HEIGHT 16px FONT FAMILY Arel Helvetica sans serif cellPedding 10 border 0 gt lt a gt lt td style PADO NG RIGHT 24px PADDING LEFT 24px vAgn D p weth 416 gt lt font stye FONT SIZE 18px COLOR 005288 FONT FAMILY Arel Helvetta sans serif gt Gongratuleto rs Contact FrstName lt fort gt lt br gt lt br gt You have just sent your first emai wth mpaignerd lt br gt lt br gt You received ths email because you clicked the lt strong gt Send my first emaicampzign lt strong gt buttonon the Campaigner Deshboe r Its intent wes to show you step by step how to send an emai campagn lt br gt lt br gt Campaigner offers a range of reporting tools that Et you rack the success of your campaigns Use these reportsto measure open sts click throughs unsubscrbes repli
71. es will be found in the Campaigner WebServices Developer Guide amp campaigner Getting Started Logging in to Campaigner Log in to your Campaigner account at www campaigner com login aspx 1 Enter your Campaigner user name and password and click Login Login Enter your login credentials to access your account TOE at lt lt a Deliver true one to one email communications with lt y Campaigner na Forgot your password Copyright 2009 Protus All rights reserved Common elements on every web page of the Campaigner service are 1 Navigation tabs across the top of the page to quickly move to major functions Navigation Bread Crumbs to quickly identify where you are User Profile and support links Actions menu these items change depending on the function of each page Help and Support links Your Message Center containing system generated messages ae a amp campaigner aD Dashboard Projects Campaigns Workflows Contacts Reports List Builder Library Account a2 Ormea Campaigns Actions G gt Preview Edit Project insider newsletter Test Status Created Edit Schedule From Jane s best jsmith janes com Copy Subject Fall Market Update Newsletter Send To Mailing List s My Newsletter Dynamic Segment s N A Help amp Support gt Getting Started gt Online Help gt Contact Support Schedule N A Last Updated Feb 05 2009 1 15 PM o Message Center Auto Reply Activ
72. essage Center You have 0 message s 59 ay amp campaigner Dashboard Projects Campaigns Contacts Reports Forms Library Update Profile Support Logout Report on Campaign Runs Actions Type gt Print Report gt Export Report of Attempted to deliver Attempted to deliver n a Help amp Support Hard Bounces Soft Bounces 0 00 Getting Started 0 00 Online Help Successfully delivered 100 00 gt Contact Support Type Message Center of Successfully you have 11 message s delivered successfully delivered n a Opened 50 00 Clicked Through 0 00 Replied Unsubscribed Forwarded Subscribed 0 00 0 00 0 00 0 00 Spam Complaints 0 00 Note It is not possible to always detect if a text email was opened Campaigner does detect if a recipient clicked on a link in an email replied unsubscribed forwarded or subscribed Report Type Description Content Delivery Attempted to deliver The number of emails sent Summary The email addresses that were invalid Activity Summary Soft Bounces The email addresses that were temporarily not accessible Successfully delivered The email addresses did not soft or hard bounce Successfully delivered The email addresses did not soft or hard bounce Opened The contacts who opened clicked replied unsubscribed forwarded or subscribed Clicked Through The contacts who clicked on a link in the
73. f contacts Design Your Content indicates required fields Next From Name Contact Owner First Name Contact Qwner Last Name Message delivered in formats ltl alii Contact Owner Email add a new from address refresh list oat Reply to Address HTML only Subject HTML and Text Insert HTML content here 1 Highlight the text you would like the email recipient to click on to forward the message to a friend 2 Click on the Insert a Forward dropdown list Design Your Content indicates required fields Back From Name Contact Owner First Name Contact Owner Last Name Message delivered in formats g ess I Text onl ees Contact Owner Email add a new from address refresh list Y Reply to Address 3 O HTML only HTML and Text Subject Insert HTML content here per fault Forward to a Friend Spanish iy Forward to a Friend French Happy Birthday D2 aka amp orward to a Friend pe mer m m Default Forward to a Friend German Tay Default a i A o a fi j 3 Choose the Forward to a Friend page you would like to display when the user clicks on the link 16 l 2 5 campaigner Design Your Content indicates required fields Back From Name Contact Owner First Name Contact Owner Last Name Message delivered in formats From Address Contact Owner Email O Text only Reply to Address Cont
74. gn My 2nd Email Campaign J select all contacts who during Be this time period Add Filter Remove Filter Add Group Remove Group M Evaluate default values 4 Click Next to continue The Contacts Search Results is provided YS 3 campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout View Contacts Help amp Support Getting Started Online Help Contact Support Message Center You have 2 message s Search Results 1 to 16 of 16 Display 25 wv results per page Status Subscribed Subscribed Subscribed Subscribed Subscribed Subscribed Subscribed Subscribed Subscribed Subscribed Subscribed Joseph Cecile j atico Subscribed CI cpro1 usert firstname Subscribed C cpro1 user2 Subscribed C cpro1 user3 Subscribed C Smith Jane jsmith janes com Subscribed Unsubscribe Delete Page 1 of 1 Privacy Statement Terms of Use Copyright 2009 Protus All rights reserved 5 Click on a contact to see all of its attributes 5 campaigner Editing Contacts amp campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Contacts Actions View Campaign History Contact Information Edit Contact First Name Jane gt Delete Contact Last Name Smith Email jsmith janes com Help amp Support Getting Star
75. h each test contact s unique information Click the Back button to exit Preview campaign 7 From Name Jane s Best Select the version to preview ne lee Refresh Html Preview Refresh Text Preview Subject My First Email Campaign Test Contact Jane Smith showing 1 of 1 8 campaigner Congratulations Next Steps You have just sent your first email with Campaigner You received this email because you clicked the Send my first email campaign button on the Campaigner Dashboard Its intent was to show you step by step how to send an email campaign Campaigner offers a range of reporting tools that let you track the success of your email campaigns Use these reports to measure open rates click throughs unsubscribes replies forwards and more Try Campaigner s reporting functionality for yourself 1 Click here Campaigner Resource Center 2 Reply to this email Click Reply type your email address and click Send Click to see how this activity was tracked in Campaigner reports Thanks for being a Campaigner Customer Havent uploaded your contact list yet Watch the Getting Started tutorial s Need help getting an email template tailored The Campaigner StartUp Service tailors one of 450 templates for free 99 value Callus at 1 838 845 4544 s Ready to send a campaign Watch the Email Campaign Creation tutorial Need to speak with someone in Customer Support We re available
76. he List Builder form The Profile Addition Text tab allows you to format the font style size and color for the fields that will appear in the form The text of the submit button on the form can also be modified in the Profile addition button text box The bottom half of this tab displays the form body layout Dashboard Campaigns Contacts Reports List Builder Library Account Create a List Builder Form Help amp Support gt Getting Started 1 Name your List Builder form 5 Choose order of form items 9 Create Welcome page for confirmed user gt Online Help 2 Select attributes gt 6 Edit appearance of your form 10 Send email gt Contact Support 3 Edit labels and field values 7 Create your Thank You page 11 Posting Instructions 4 Select mailing lists 8 Compose double opt in confirmation message Message Center indicates required fields gt You have2 message s Header Select generated text font Refresh Font style Arial v Font size 8 v Font color E change color Profile addition button text Sub mit Ti ppended to the preceding header The background color will be tt The following block will be appended to t background color of the header Please check the mailing lists to which you would like to subscribe My Newsletter First Name Last Name Email Email Format Text Ww Phone e 12 Preview the appea
77. ically created and cannot be edited Creating a Custom Attribute 1 From the Manage Attributes page click on the Create a Custom Attribute Action The Create a New Attribute page is displayed campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Create a New Attribute Help amp Support Getting Started gt Online Help indicates required fields Contact Support Create a New Attribute Name Message Center You have 2 message s Birthday Data Type Date v Jan 01 2009 1 20PM Default Value Copyright 2009 Protus All rights reserved 2 Enter the Name of your custom attribute 3 Select the Data Type of your attribute It can be Date Numeric Text or True False 4 Enter the Default Value of your custom attribute This will be used when a new contact s imported data does not include a value It can be left blank but 1s useful when personalizing an email For example the default value Customer can be used in the first name field so that the 39 3 campaigner AN l a a greeting of an email campaign becomes Dear Customer when the first name is not available for the personalization wildcard e g Dear Contact Firstname Click Add to continue A confirmation page is displayed Click Yes to confirm new attribute creation and proceed to the success
78. igner is a product of Protus IP Solutions Please note that any credit card charges will be billed by Protus IP Solutions 1 Click the Download or Print button if you wish to download or print a copy of your statement 80 amp amp campaigner Manage User Profile and Account Settings 1 Click on User Profile You can make changes to your user profile manage your From address and change your system password Account administrators can also create and list account users DECU amp campaigner Campaigns Contacts Reports List Builder Library Account iser Profile Support Logout User Profile User Profile User ID User Type First Name Last Name Username email address Email Address Title Phone Number Fax number Company URL EULA Signing Date Time Account Date Mask 15610 Account Admin Jane Smith jsmith janes com jsmith janes com 6137330000 Jan 26 2009 12 57 PM YYYY MM DD Actions Update Profile Manage From Address Change Password Create Account User List Account Users b b b b Help amp Support Getting Started gt Online Help Contact Support Message Center You have 0 message s Copyright 2009 Protus All rights reserved 8 1 arst Update Your Account and User Profile Information amp campaigner 1 From the User Profile page click on the Update Profile Action The Billing Profile page is display
79. irst test contact s version of the campaign The first test contact must have their email preference set to both in order to send both HTML and text versions The test contacts order is determined by date added to the contact list 2 Click the Next button The Select Recipients page is displayed Choosing Campaign Recipients 1 Choose to send the campaign to all or your contacts to a specific mailing list or segment or designation this campaign for the List Builder Welcome email If Workflows is enabled in your account you also have the option to designate this to be a continuous campaign 24 a amp amp campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Edit Campaign Help amp Support Getting Started 1 Rename Your Campaign 5 Auto Reply Options 9 Confirmation gt Online Help 2 Design Your Content 6 Send Test 10 Success Contact Support 3 IrackLinks gt 7 SelectRecipients 4 Unsubscribe Options 8 Schedule Message Center gt You have 1 message s Select Recipients Cane Send the campaign to all contacts Make this a continuous campaign make this a List Builder Welcome Emailcampaign Send the campaign to the following Mailing Lists CI my Newsletter Static Segments My First Campaign Segment Dynamic Segments 2 Click the Next button The campaign s Schedule page is displayed
80. k Next The confirmation page is displayed Click Yes to confirm copying of the auto reply message The success page is displayed Click Continue to be redirected to the Library tab oe a 76 amp campaigner Image Library The image library allows you to upload and store images that can be used in email campaigns The following file types can be uploaded to the image library GIF JPEG JPG SWF PNG PDF v Ld campaigner Dashboard Campaigns Contacts Reports List Builder Library Account iser Profile Support Logout Image Library Help amp Support Getting Started Upload Image Online Help Contact Support indicates required fields Image Name 50 chars max Message Center You have 2 message s Upload File Storage Space Allowed 5 00 MB Used 84 62 KB Free 4 92 MB Delete Thumbnail Name Dimensions File Size Date Modified lillies 800 X 600 81 83 KB Jan 29 2009 10 42 AM O campaigner logo 260 X 55 2 79 KB Jan 28 2009 11 20 AM Copyright 2009 Protus All rights reserved View and Upload Images 1 From the Library tab click on the Image Library Action The Image Library page is displayed providing an image upload function and listing your current images 2 Click on the thumbnail to view its actual size in another window Enter a name for the image Click Browse to locate the file to upload 3 Select the file and click Open 4 Click U
81. key identifier is used to differentiate one contact from another By default it is the email address of the contact Therefore no two contacts can possess the same email address Managing Mailing Lists Mailings Lists are lists to which groups of contacts have opted in to receive a specific type of email communication These contacts have consented to receive related emails on an ongoing basis Contacts have the option to opt out of future emails The Contacts page allows you to manage existing mailing lists and create new ones From the Contacts tab click on the Manage Mailing Lists Action Dashboard Projects Campaigns Contacts Reports Forms OO rt Logout Contacts Manage Mailings Create a Mailing Status Last Modified Help amp Support ari Complete May 23 2006 Getting Started Investor Relations Complete May 19 2006 Online Help Fress Releases Complete May 23 2006 Contact Support Product News Complete May 15 2006 Promotions Complete May 23 20065 Message Center You have 5 message s Creating a Mailing List From the Manage Mailing Lists page click on the Create a New Mailing List Action The Create a New Mailing List page is displayed os 3 Campaigner Dashboard Campaigns Contacts Reports List Builder Library Account Jser Profile Support Logout Create a New Mailing List Help amp Support Getting Started gt 1 Edit Mailing List Name 2 Edit Mailing List 3 Mailing List Summary gt
82. l rights reserved 2 Click the Next button The Unsubscribe Options page is displayed Unsubscribe Options 1 The radio buttons select the unsubscribe message that will be used in your campaign All campaigns sent by Campaigner contain an unsubscribe message This helps to ensure that your campaigns are permission based providing an easy opt out for contacts and avoids a SPAM label 22 ay 24 campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Edit Campaign Help amp Support Getting Started Online Help Contact Support 1 Rename Your Campaign 5 Auto Reply Options 9 Confirmation 2 Design Your Content 6 SendTest 10 Success 3 Track Links 7 SelectRecipients gt 4 Unsubscribe Option 8 Schedule Message Center gt You have 1 message s Unsubscribe Options You are subscribed to this newsletter as Contact Email Please use the link below to modify your message preferences or to unsubscribe from any future mailings We will respect all unsubscribe requests link Choose Unsubscribe Message Choose Subscription Management Page Select the corresponding Subscription Management page you have created in your Library Default Subscription Management Page v CAN SPAM Compliance Include a Company Mailing Address in the footer of the email to be in compliance with CAN SPAM regulations Jane s Best 1234 Main Ville
83. lete or has been saved 47 amp 3 campaigner List Builder Forms A List Builder subscription form is used to acquire contacts and grow your mailing lists It uses the permission based double opt in process in which a List Builder form submitted by a new subscriber causes a confirmation email to be sent to the new subscriber The confirmation email contains a confirmation link that when clicked confirms the subscription request validates their email address and adds them as a contact to a mailing list This also changes their contact status from Pending to Subscribed in the Contacts database This helps ensure that contact information is valid and helps avoid spam complaints These web based forms are accessed by prospective subscribers via a web link on your web site or in an email A Thank You page and confirmation email are automatically generated when a List builder form is submitted A Welcome page and optional Welcome email are automatically generated when a new contact confirms their subscription Creating List Builder Forms 1 Click on the List Builder tab campaigner Dashboard Campaigns Contacts Reports List Builder Library Account List Builder Actions Create a List Builder Form Status Last Modified Help amp Support Default List Builder Form Complete Jan 26 2009 12 38 PM gt Getting Started Online Help Contact Support Message Center You have 2 message
84. lp Select emie Contact Support 3 EJE labels smid field values BPO Ed anpas of oer pee indicates required fiekis Message Center You have 2 message s Header Unsubsorlbs Teri Select generated text font Refresh Font style Arial Font size Font color wt H ichange color Fratte management bunion axt The following block wall be appended fo the preceding header The background color wil be the same as the background color of the header You are curently subscribed to the llowing Mailing list To modify your subscription please select of unselect the checkbox next to the Mailing list O By eee er To update your profile stit the ivitmmation below and click on Subeit vou ase SA eres SA ens tore To unsubscribe from alll mailing lists click the following button 14 There are three main sections in the Profile Management Text tab Use the WYSIWYG editor to customize the text that will instruct users to modify their profile information Below the editor you can customize the font style size and color for the button label that will appear on the page In the Profile management button text box you can customize the text that appears on the submit button 15 Click Next The Create your Thank You page is displayed Contacts will be directed to the Thank You page after clicking on the submit button and the Unsubscribe Confirmation page after clicking on the unsubs
85. ly deliverec Contacts 100 00 Actions Customize Dashboard Help amp Support Getting Started Online Help Contact Support Message Center You have 2 message s welc ome to the new Campaigner Learn more about Campaigner jwith valuable articles tutorials jand training Visit the Resource Center now You can click on the Start Now With One Click button to actually send the My First Email Campaign to the administrative user s email after which this feature will no longer be displayed You can also click on Click here to see how your first campaign is set up link to see how this campaign is set up You can step through the Campaigns wizard by clicking the various steps with your mouse 5 campaigner campaigner DEEL Projects Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Edit Campaign Help amp Support gt Getting Started gt 1 Rename Your Campaign 5 Auto Reply Options 9 Confirmation gt Online Help 2 Design Your Content 6 Send Test 10 Success Contact Support 3 Track Links 7 Select Recipients 4 Unsubscribe Options 8 Schedule Message Center You have 0 message s Rename Your Campaign 7 indicates required fields Next Name My First Email Campaign Associate to Project None Use my own code preserve existing template choice O Use a Template
86. mail Default Welcome Email Create a New Welcome Email Don t Send a Welcome Email Copyright 2009 Protus All rights reserved 19 You can receive a notification email every time a contact submits a form and confirms their subscription The notification email displays all of the fields in the form Select the checkbox and the email address to send to 20 Choose to Send Welcome Email using the radio buttons You can customize the Default Welcome Email or create your own for multiple List Builder forms 21 Click Next The Posting Instructions page is displayed You have 3 options for posting subscriber instructions 1 Pop ups Select the radio button for Text an Image or a Button icon Click Generate HTML to get code to use on your website This link will pop open the List Builder form window 2 Simple Link Copy the Simple Link and paste it on your website or in your email Clicking on this will pop open the List Builder form window 3 HTML code Embed the List Builder form directly into your web page HTML Posting Options To display this form choose one of the following options Option 1 Pop up from a button or text on your website Text pop up Click here to subscribe O Image for pop up from Image Library O Select a button below Image 1 O Image 2 O AURAA Image 3 O Subscribe to our Newsletter 7 Subscribe ubscribe Subscribe to Image 4 O gt NOW Image 5 O
87. n checked workflows will not be triggered due to changes introduced by this import Back J Finish Cancel 8 Select the mailing lists to which you would like these uploaded contacts to be subscribed to 9 Select Update existing contacts with data from my file if you wish to overwrite any existing contact information in your Contacts with the new uploaded information 10 Select Temporarily disable all workflows for these imported contacts so that Attribute Value changes from the upload do not trigger a workflow 11 Click Finish to start the import process during which your Contacts list is locked You will receive a confirmation that the import is in progress Only after completion of the import will you be able to use your Contacts list Contact List Locking The Contacts list locking mechanism is in place to stop other transactions from being executed on your Contacts while your import is taking place This will ensure that the import is executed correctly Your contacts will be unlocked once the new contacts have been completely imported You will be notified via the Message Center when the upload is complete 31 amp campaigner 3 campaigner Dashboard Campaigns Reports List Builder Library Account User Profile Support Logout Import Contacts Help amp Support Getting Started gt Online Help Contact Support 1 Choose afile to upload 3 Map the fields in your file to the app
88. ner Last Name Select Field Type Bea Chex Privacy Statement l Terms of Use Copyright 2009 Protus All rights reserved 4 Select the default and custom attributes that you would like to allow contacts to change Choose a field type for each custom attribute to ensure that the data is entered in the proper format 5 Click Next The Edit labels and field values page is displayed 63 amp campaigner campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Create Subscription Management Page Help amp Support Getting Started 1 Name your subscription management page 4 Select malling lists 7 Create your Thank You page Online Help 2 Select shrines Contact Support 5 Choose order of page Rems b 3 Gor labels and field values 6 EGR appearance of your page indicates required fields Message Center You have 2 message s Edit labels and field values 7 Last Name Text Field Field Name Your Last Name Default Value Optionsl Maximum number of characters Field Width In characters Field is required Email Text Field Field Name Default Value Optional Maximum number of characters Field Width In characters Field is required Email Format Drop down list box Field Name Field is required Submit contacts answer to this field C
89. nformation page amp campaigner Contact History 1 Click on the View Campaign History Action It will take you to the Contact Campaign History page where you will find all the campaigns sent to this contact and their actions taken Dashboard Projects a Workflows Contacts Ete lll Forms Ma As CRM Update Profile Support Logout Contact Campaign History Actions t S SN gt Print Report Export Report First Name Melanie Last Name Attia Help amp Support Email mattia campaigner com Getting Started gt Online Help Contact Support Campaign History Display results per page Message Center Campaign Sent Opens Links Clicked Total Clicks Replies Forwards Unsubscribed gt You have 2 message s Message 10 Jul 15 2008 10 24 AM 0 0 0 0 0 No Message 9 Jul 15 2008 10 24 AM 0 0 0 0 0 No Message 8 Jul 15 2008 10 22 AM 0 0 0 No Message 7 Jul 15 2008 10 18 AM 0 0 0 0 No Message 6 Jul 15 2008 10 14 AM 0 0 0 No Message 5 Jul 15 2008 10 12 AM 0 0 No Message 4 Jul 15 2008 10 12 AM 0 0 No Message 3 Jul 15 2008 10 10 AM 0 0 0 No Message 2 Jul 15 2008 10 06 AM 0 0 0 No Message 1 Jul 15 2008 10 04 AM 0 0 0 No Page 1 of 1 2 Click on Print Report to print the report Click on Export Report to export the report Exporting Contacts 1 Click on the Export Contacts Action The Export Contacts page is displayed BECELA Dashboard Campaigns Contacts i Repora List Builde
90. nks into CAMPIQNS cece ccccceeeees 19 CAMPAIGN OPTIONS aie acest sees actos sen eeeeateseas 21 Track URL Links occcccccccc cece cece cece cece cece cece cece cece cece cette eect eres 21 Unsubscribe Options oooooeeeeeeeeeeeeeeeeeseseessessreseeesrsrerren 22 Auto Reply Options ccccccccccccscssssccssssscssscscceeeeeeseeeeseeeeeeees 23 CAMPAIGN TESTING scssieniiipriiered iiieoo i 24 CHOOSING CAMPAIGN RECIPIENTS ssssececeeeeeeeesenneeeeeees 24 SCHEDULING CAMPAIGNG cccccceeessssseeeeeeeeeessnaeeeeeeeeeeees 25 CONI MAU aoc ce cs E E OAR 26 MANAGING CONTACTS ccccsssssssssssssssssssccsssssssssssscees 27 IMPORTING CONTACTS isat cxcnsansinxsiedosceteastacetintsanaiacegeenieantaens 28 Coniac List LOCHIN sorire ania a EEEE 31 VIEWING AND EDITING CONTACTS ceeeeeeeseneeeeeeeeeeeeneees 33 Subset of Contacts Search Criteria 0 ccccceeeeeeeeeeeeeeee 33 Edining Cona iS oseanen ESTE ERE Eee CR RY RTETEE SECT T ERT SPCERE SST 35 CONTACT HISTOR Vessco ca taanoa eE ESTEEN EE 36 EXPORTING CONTACTS aohccteccacascsecoscecnacensucctneccnsacesytsceeronsnee 36 ADDINGA CONTACT peccrsotcrecancmtsenznacuneeatantuetieecoaccoronmerencaes 37 DELETING A CONTAC T cssaiaseeocensececeasceenctoranceeuscceeecnacaseieeoccee 38 MANAGING CONTACT ATTRIBUTES eeeeeseseeceeeeeeeeeeeneees 38 Creating a Custom Attribute ccccccccccccccccccccccccecceeceeeeeees 39 Editing Attributes cccccccccccccccc cece cec
91. oduct News C Promotions Cl investor Relations F Fress Releases F Monthly Mewsletter Forward to a Friend Pages The Forward to a Friend feature allows campaign recipients to send your email to their friends and associates also known as viral marketing Campaigner will track and report on the forwarding of a campaign email A Forward to a Friend link can be added to an email during campaign creation edit When it is clicked on by recipients a Forward to a Friend window opens asking the recipient to provide an email address and a note for their friend The email that the friend will receive will resemble the original email from your campaign with the addition of a note to the friend and a Mailing List subscription link in the footer of the email The friend can then complete the double opt in process to be added to the Mailing List 69 amp campaigner l 4 Creating a Forward to a Friend Page From the Library tab click on the Create a Forward to a Friend Page Action The Name your Forward to a Friend page is displayed y campaigner List Builder Library Account User Profile Support Logout Create a Forward to a Friend Page Help amp Support Getting Started gt 1 Name your Forward to a Friend page 3 Add a List Builder form 5 Design Thank You page for forwarders gt Online Help 2 Labeling the form fields for your page 4 Design the header for your page gt Contact Support Message C
92. om those available in the drop down list The Send on Behalf of feature allows this field to be populated with the Contact Owner Email wildcard 3 Select the Reply To Address from the drop down list if you want reply emails sent to a different recipient than the From Address 4 Enter the subject of the email in the Subject field This field supports wildcards e g Jane s Newsletter for Contact Firstname Choose HTML Text or both formats for the emails using the radio buttons 6 Use the WYSIWYG Editor what you see is what you get to design your email s HTML content It provides several editor tools for editing pictures colors text hyperlinks dynamic content and wildcards Seen the next section for more information GN 7 Click on the HTML code icon to view the code version of your HTML content You can paste HTML code directly into the code editor Click on the HTML Design icon to return to the WYSIWYG Editor 5 campaigner J Dashboard Projects Campaigns Workflows Contacts Reports List Builder Library CRM Account User Profile Support Logout Create a Campaign Help amp Support gt Getting Started 1 Name Your Campaign 5 Auto Reply Options 9 Confirmation gt Online Help D 2 Design Your Content 6 Send Test 10 Success gt Contact Support 3 Track Links 7 Select Recipients 4 Unsubscribe Options 8 Schedule Message Center gt You have 3 message s se
93. ontact s choices Text i Html it 2009 Protus All rights reserved 6 Edit the fields and attributes that will appear in the Subscription Management page Preview the page by clicking the Preview Form button 7 Click Next The Select mailing lists page is displayed amp campaigner Dashboard Campaigns Contacts Library Account User Profile Support Logout Create Subscription Management Page Help amp Support Getting Started 1 Name your subscription management page p 4 Select mailing lists 7 Create your Thank You page gt Online Help 2 Select attributes 5 Choose order of page items gt Contact Support 3 Edit labels and field values 6 Edit appearance of your page indicates required fields Message Center You have 2 message s Select mailing lists Select which Mailing Lists to display on the Subscription Management Page Display Mailing Lists dynamically Display all Mailing Lists Display only the following Mailing Lists My Newsletter Message Text Please check the box to subscribe to my monthly newletter Preview Form Copyright 2009 Protus All rights reserved 64 amp campaigner oe Check the mailing lists that you would like to appear on the subscription management page If no mail lists are selected this message will not be displayed Edit the message prompts to mailing list
94. owing block will be appended to the preceding header The background color will be the same as the background color of the header Refresh Enter your friend s email address Enter your email address Enter your name for your friend Hi this newsletter from Jane s Best is really good I thought you might find this newsletter practical Enjoy Create a header with the WYSIWYG HTML Editor and format the font style size and color of the questions that will appear in the form Click Next The Design Thank You page for forwarders page is displayed A Thank You page is displayed after the original campaign recipient completes and submits the Forward to a Friend page The radio buttons choose whether to customize your own Thank You page with the HTML editor or redirect to an existing webpage 12 3 campaigner va Ld campaigner Dashboard Campaigns Contacts Reports List Builder Library Account ser Profile Support Logout Create a Forward to a Friend Page Help amp Support Getting Started gt Online Help Contact Support 1 Name your Forward to a Friend page 3 Add a List Builder form gt 5 Design Thank You page for forwarders 2 Labeling the form fields for your page 4 Design the header for your page Message Center You have 2 message s Design Thank You page for forwarders O Redirect to this URL http URL must contain http or
95. page Editing Attributes From the Manage Attributes page click on the Edit Attributes Action The Edit Attributes page is displayed campaigner Edit Attributes gt Create a Custom Attribute Help amp Support gt Getting Started gt Online Help gt Contact Support Message Center gt You have2 message s Default Value jsmith janes com Y Delete Custom Attribute s Date added to list Date Updated Date Confirmed Method Added to List Opt in URL Opt in IP Address Note The data type of a custom attribute cannot be edited The attribute must be deleted and a new attribute created in order to update the data type Note Deleting an attribute will delete this data for all of your contacts Be sure to export your contact list before deleting an attribute in order to preserve that data Edit the default and custom attributes Click Save You are redirected to a confirmation page Click Yes to confirm edits The success page is displayed Click Continue to go to the Manage Attributes page Delete a Custom Attribute From the Edit Attributes page select the checkbox next to the custom attribute s Click Delete Custom Attribute s A confirmation dialog box is displayed Click OK to perform the deletion You are redirected to the Edit Attributes page 40 l l 2 3 amp campaigner Unique Key Identifier The unique
96. pload 11 3 campaigner Account Management Billing Information 1 From the Account tab click on the Billing Profile Action Dashboard Campaigns Contacts Reports List Builder Library Account Billing Profile Actions gt Upgrade My Subscription gt Billing Profile Account Activity Hi A Te Payment History Account Statement Required fields Only required if country is Canada or USA First and Last Name Jane Smith Company Name Jane s Best Help amp Support ca Getting Started ress 1234 Main gt Online Help City Ville gt Contact Support Province State New York bi Message Center Zip Postal Code 0001234567 gt You have 0 message s Country United States Telephone 6135551234 Email Address jsmith j nes com Timezone Eastern Standard Time v DateMask YYYY MM DD v Billing Address and Options Biling address should be the same as on your credit card statement z Biling address is the same as the Account address Address City Province State Zip Postal Code Country Telephone Send billing emails to jsmith j nes com Send monthly statement by email oO Purchase Order ID Credit Card Information Card Type Master Card bi Card Number 2 2 feessesmss 5454 ExpiryDate 1
97. r List Builder form 5 Choose order of form items gt 9 Create Welcome page for confirmed user gt Online Help 2 Select attributes 6 Edit appearance of your form 0 Send email Contact Support 3 Edit labels and field values C ou 4 Select mailing lists Message Center You have 2 message s URL must contain http or https Display the following page Thank you for confirming your email address Welcome to Jane s Best nailing list Copyright 2009 Protus All rights reserved 17 Choose whether to display the Welcome page or to redirect to a URL 54 amp campaigner 18 Click Next The Send notification email page is displayed campaigner Dashboard Campaigns Contacts Reports List Builder Library Account Jser Profile Support Logout Edit List Builder Form Help amp Support Getting Started 9 Create Welcome page for confirmed user Online Help 2 Select attributes 6 Edit appearance of your form gt 10 Send email 3 Edit labels and field values 7 Create your Thank You page 11 Posting Instructions 4 Select mailing lists 8 Compose double opt in confirmation message 1 Name your List Builder form 5 Choose order of form items Contact Support Message Center indicates required fields You have 2 message s CI Send an email to Contact Owner Email each time a contact is added to my list via this form Send Welcome E
98. r Types and Group search criteria Contacts that satisfy the conditions specified in the Filter Types in a Group will be included Multiple Filter Types and Groups can be combined using the AND or OR operator as specified by the drop down list between Filter Types and the Groups Each Group search criteria can be set to one of the following four Filter Types Email Action Open Forward Reply etc Form Submission Which List Builder Form Subscribe Updated etc Attribute Value e g Email address attribute contains gmail com Segment Mailing List Contacts who Are or Are Not in a specified Mailing List Multiple Groups can be used to form advanced searches They are evaluated in an ascending order 33 3 campaigner View Contacts Help amp Support Getting Started Online Help Contact Support Message Center You have 0 message s Contacts matching the criteria specified below will be returned Select the following contacts OAIll Contacts Subset of Contacts a 5 Using the attribute Email H select all contacts whose value is oo s Select all contacts who in the My First Campaign Segment la oo Add Filter Remove Filter Form Submission v With the form Default List Builder Form lgd select all contacts who Subscribed or updated S SIS during this time period AND Email Acti F Email Action v In the campai
99. r aera Account User Profile Support Logout Export Contacts Help amp Support Getting Started Online Help Contact Support gt 1 Select Contacts 3 Confirmation 2 Select Export Attributes 4 Verification Message Center You have 2 message s Contacts matching the criteria specified below will be returned Select the following contacts OAIll Contacts Subset of Contacts Filter Type M TT lano Filter Type v ae Add Filter Remove Filter Evaluate default values 2 Select either All Contacts or Subset of Contacts with the appropriate search criteria and click Next 36 amp campaigner 3 Select the attributes you would like to export with each contact and click Next A confirmation page with a summary of the export is shown ya 3 Campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Export Contacts Help amp Support Getting Started 1 Select Contacts 3 Confirmation gt Online Help gt 2 Select Export Attributes 4 Verification Contact Support Message Center You have 2 message s Select attributes to export C First Name C Date Updated Cl Last Name Cl Date Confirmed C Email C Method Added to List Cl Phone Cl Opt in URL C Fax Cl Opt in IP Address C Email Format C Owner Email O Status Cl Owner First Name C Date added to list
100. rance of your form by clicking Preview Form 13 Click Next The Create your Thank You page is displayed The new subscriber will see this page after submitting the form 52 24 7 campaigner Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Create a List Builder Form Help amp Support Getting Started 1 Name your List Builder form 5 Choose order of form items 9 Create Welcome page for confirmed user gt Online Help 2 Select attributes 6 Edit appearance of your form 10 Send email gt Contact Support 3 Edit labels and field values gt 7 Create your Thank You page 11 Posting Instructions 4 Select mailing lists 8 Compose double opt in confirmation message Message Center You have 2 message s O Redirect to this URL http URL must contain http or https Display the following page A 9 14 Use the radio buttons to redirect the contact to a URL or to display a thank you page which you can customize with the WYSIWYG HTML editor Click Preview Form to see the Thank you page 15 Click Next The Compose double opt in confirmation message page is displayed This email message is automatically sent to confirm the subscriber s request to opt in to your mailing list s A link in the email allows subscribers to confirm their email address add them to your mailing list s
101. rmatted Preview Import Copyright 2009 Protus All rights reserved Select the format of the file you have chosen to upload Select First row contains headers if your file contains a header row of field names Click the Preview Import button You will be able to view the first five rows of the data being imported if your import settings are correct Click the Next button 29 Dashboard Import Contacts 1 Choose a file to upload 2 Indicate the file format amp campaigner Projects 3 Map the fields in your file to the appropriate attribute Campaigns Contacts Reports Update Profile Support Logout Help amp Support t Getting Started t Online Help Contact Support 5 SUCCESS 4 Select the mailings these contacts will be subscribed to Your contact list has been locked iF you want to ston importing and unlock your contact Nat cick the Cancel button Message Center Map the fields in your file to the appropriate attribute Create a new attribute to match a field in your import file Create a New Attribute Map this column in my file First Name Last Name Email Phone Fax Email Format Birthday Gender Status from your import to this attribute in my contact list Fanm bame H Emi o me H Fei EwalFomat a Binney ceme H mws o t You have 7 message s Data Type Text Text Text Text Text Numeric DD YY Text Numeri
102. ropriate gt 5 Success 2 Indicate the file format attribute 4 Selectthe Mailing Lists these contacts will be subscribed to Message Center You have 1 message s The import has successfully begun You will be notified via the Message Center when it is complete New messages in the Message Center link will not appear until you refresh your browser window Copyright 2009 Protus All rights reserved Note If the number of records in your file is greater than one million it will be put in a queue and run after 12 00 AM the next day 12 Click Continue to be redirected to the Contacts page The contacts page can be refreshed to display the current status of the import A Contact Import Report message will be available in your Message Center once the import has completed This message will contain two files the list of contacts attempted to import the list of contacts that couldn t be imported with reason Click the View Attachments link in the message to extract and view the two files 3 campaigner Message Center Subject Import Contacts Completed From CLU Service Date Feb 09 2009 1 58 PM Attachments View Attachment Your contact list import was successful however some contacts could not be imported Summary of contact list import Total contacts 13 Contacts processed 13 Contacts added 0 Contacts updated 0 Invalid contacts 13 Summary of invalid contacts Invalid Email 1 Dupli
103. rotus All rights reserved 2 Click on the Edit Mailing List Action GN amp campaigner Dashboard Campaigns Contacts Reports List Builder Library Account Edit Mailing List Help amp Support Getting Started Online Help Edit Mailing List Contact Support Mailing List Name My Newsletter This Field is Required Message Center You have 2 message s Copyright 2009 Protus All rights reserved Edit the name of your mailing in the Mailing List Name textbox Click Save to change the name of Mailing List You are directed to the Manage Mailing Lists page Delete a Mailing List From the Manage Mailing Lists page click on the name of the mailing you would like to delete The mailing list s properties are displayed Click on the Delete Mailing List Action A confirmation page is displayed Click Yes to confirm deletion A success page is displayed 42 3 campaigner 5 Click Continue to complete the deletion process You are redirected to Manage Mailing Lists page View Mailing List contacts From the Manage Mailing Lists page click on the name of the mailing list you would like to view The mailing list s properties are displayed Click on the View Mailing List Contacts Action The contacts for this mailing list are listed alphabetically by name Click on the contact s name to be redirected to the Contact Information page Dashboard Projects Campaigns Contacts
104. rt Press Releases Getting started Monthly Newsletter Online Help t Contact Support Form displayed if hosted by Got Corporation 2 Form completed confirmation email sent 2 Message Center Contacts who confirmed subscription 0 You have o message s Contacts added to mailing lists contacts may be added to multiple lists z Product Mews 2 Press Releases 2 Monthly Newsletter z A link to preview the online form Form is associated to mailing list s All the mailing lists with which the form is associated Form displayed 1f hosted by this Number of times the form has been displayed Only valid if application the form is hosted by Campaigner and not hosted externally Form completed confirmation email sent Number of times the form has been completed Number of contacts who have confirmed their subscription by clicking the link in the confirmation email Contacts added to mailing lists contacts Number of contacts who have been added to a list as a result may be added to multiple lists of completing the form l A Number of contacts who have signed up for each of the Associated mailing lists be cc l mailing lists associated with the form Contacts who confirmed subscription 6l 3 campaigner Library The Library tab gives you access to Subscription Management pages Forward to a Friend pages Auto Reply Messages and the Image Library y campaigner Library Account User Profile Support Logout
105. ss etc Design Your Content indicates required fields Back Next From Name Message delivered in formats From Address Contact Owner Email add a new from address refresh list Pies iy Reply to Address Contact Owner Email v O HTML Subject Happy Birthday HTML and Text Insert HTML content here co D ro hy aa Tig aivnamic content id 655 begin dynamic content id 650 Men s Wear Liquidation name Summer Promotion tact First Name Contact Is Lead Contact Last Name Contact Owner Email Contact Owner First Name ee ee 3 The bracketed personalization wildcard is inserted into the message These references indicate that this field will be updated with the associated attribute information for each contact when the campaign is sent 13 campaigner Design Your Content indicates required fields Back Next Cancel From Name Message delivered in formats Lt ext onl From Address Contact Owner Email See aol ie HTML onl Reply to Address Contact Owner Email em a HTML and Text Subject Happy Birthday maert HTML content here Happy Birthdz ee First Name In recognlon of your sp ay We are proud to offer you 15 off all of our merchandise Click on the image to the right to browse our collection To insert personalization wildcards into trackable links In the HTML version of the message highlight the text that
106. subscribers 9 Click Next The Choose order of page items page is displayed Dashboard Campaigns Contacts Reports Create Subscription Management Page 1 Name your subscription management page 2 Select attributes 3 Edit labels and field values 4 Select mailing lists gt 5 Choose order of page items 7 Create your Thank You page 6 Edit appearance of your page List Builder campaigner Library Account er Profile Support Logout Help amp Support Getting Started Online Help Contact Support Message Center You have 2 message s Choose order of page items 7 Last Name Email Email Format Preview Form Copyright 2009 Protus All rights reserved 10 Select an item and use the up down arrows to arrange its order on the page Preview the page at any time by clicking Preview Form 11 Click Next The Edit appearance of your page is displayed Dashboard Campaigns Contacts Reports campaigner List Builder Library Account Create Subscription Management Page 1 Name your subscription management page 2 Select attributes 4 Select mailing lists 5 Choose order of page items gt 6 Edit appearance of your page 7 Create your Thank You page 3 Edit labels and field values indicates required fields Help amp Support gt Getting Started gt Online Help gt Contact Support Message Center You have
107. t New Men s Line I thought you might find this newsletter practical Enjoy The New Men s Line now Available our new Baby and Infant Line Hi Like always SBC offers the latest and greatest in Men s Wear Check the items below to find what makes a good impression in easy office styles for every day of the week and look your best in cool new blazers premium dress shirts and jeans Shopping for him but don t know what to get Check out the items below for some great Menswear gift ideas or visit our Website to see our whole selection This week we re also promoting our new Baby Line clothing made especially for your little toddler whether they re just walking or already wreaking havoc Forward this i pitsidleis ec Slo you want to subscnbe Click here to sign up now 5 Click Next The Design the header for your page is displayed amp e amp campaigner 7 8 Dashboard Campaigns Contacts Reports List Builder Library Account Create a Forward to a Friend Page Help amp Support gt Getting Started 3 Add a List Builder form 5 Design Thank You page for forwarders gt Online Help gt 4 Design the header for your page Contact Support Message Center gt You have2 message s Jane s Best Monthly Newsletter provides great facts you can use P Select generated text font Font style Arial v Font size 8 v Font color o change color The foll
108. t Builder Form Actions Edit Copy gt Delete List Builder 1 Report on this List Builder Preview View source gt Posting Instructions Use the following URL to access the List Builder https appqavm campaignerpro com CampaignerPro Public Form aspx fid 10001741 Thank you page preview Double opt in confirmation email preview Confirmed user page preview Help amp Support gt Getting Started Online Help Contact Support Message Center You have 2 message s Copyright 2009 Protus All rights reserved 2 Click on the URL to preview the List Builder form or click on the Preview Action Click on the Thank You Opt in Email or Confirmation link to review those items 3 From the Actions menu you can also copy the form delete it see the report for it and view the HTML source code for it 56 amp campaigner 4 The Edit List Builder Form wizard are the same as the Create a list Builder Form wizard 5 Click Posting Instructions to see the form s source code in a popup window This code can be copied and pasted into your website Note Campaigner cannot track how often a form is viewed if it is hosted on your website 57 3 campaigner Reports The Reports tab displays Contacts Report Displays the total number of contacts and summary of the status of contacts email addresses Statuses shown include the number of subscribed soft bounce hard bounce unsubscribe
109. te Welcome page for confirmed user gt Online Help 2 Select attributes 6 Edit appearance of your form 10 Send email 3 Edit labels and field values 7 Create your Thank You page 11 Posting Instructions gt 4 Select mailing lists 8 Compose double opt in confirmation message Contact Support Message Center indicates required fields gt You have 2 message s Select mailing lists 7 Automatically add contacts to these mailing lists C My Newsletter OR Message Text Please check the mailing lists to which you would like to subscribe Copyright 2009 Protus All rights reserved 3 campaigner Sa Select the mailing lists to which contacts will automatically be subscribed or give contacts the option to choose from a selection of mailing lists You can customize the prompting message in the Message Text box provided Preview the appearance of the form by clicking Preview Form Click Next The Choose order of form items page is displayed oad campaigner Dashboard Campaigns Contacts Reports List Builder Library Account Create a List Builder Form Help amp Support Getting Started 1 Name your List Builder form gt 5 Choose order of form items 9 Create Welcome page for confirmed user Online Help 2 Select attributes 6 Edit appearance of your form 10 Send email Contact Support 3 Edit labels and field values 7 Create your Thank You page 11
110. ted Online Help Contact Support Phone Fax Mail format HTML and Text Status Subscribed Receives test messages Yes Mailing Lists My Newsletter Custom Attributes Owner Email jsmith janes com Owner First Name Jane Owner Last Name Smith System Attributes Date added to list Jan 26 2009 Opt in IP Date Confirmed Method added Opt in URL Date Updated Message Center You have 2 message s Copyright 1 Click on the Edit Contact Action The Edit Contact page is displayed Dashboard Campaigns Contacts Reports List Builder Library Account User Profile Support Logout Edit Contact Actions Delete Contacts indicates required fields Help amp Support First Name Jae Getting Started k Online Help Last Name Smith Contact Support Email jsmith janes com Message Center Phone You have 2 message s Fax Mail format Both v Status Subscribed xi Receives test messages Mailing Lists My Newsletter Custom Attributes Data Type Owner Email jsmith janes com Y Text Owner First Name Text Owner Last Name Smith Text System Attributes Date added to list Jan 26 2009 Opt in IP Date Confirmed Method added Default Opt in URL Date Updated 2 Make any desired changes and click Next You are redirected to a confirmation page 3 Click Yes to continue with the updates and to return to the Contact I
111. th search criteria and click Next 5 Select the type of segment you would like to create Dynamic Segments A Dynamic segment determines the list of contacts that meet the segmentation criteria at the instant the campaign is sent 44 ee 3 campaigner A Static Segments A Static segment is used to create campaign test groups Static segments have the option of selecting a random percentage or number of the contacts that meet the segment criteria This group of contacts is then frozen in time unlike Dynamic Segments which can change over time It allows you to track a group s responses to a campaign compared to those of other groups Click Next to create the segment The Segment Summary box is displayed Click Finish to return to the Manage Segments page Managing Existing Segments From the Manage Segments page click on the name of the segment The segment s properties are displayed amp campaigner Dashboard Campaigns Reports List Builder Library Account You are here Contacts Manage Segments My First Campaign Segment Manage Segments Actions View Segment Contacts Name My First Campaign Segment Help amp Support Description Getting Started Number of Contacts in Segment 4 gt Online Help Contact Support Message Center You have 2 message s Copyright 2009 Protus All rights reserved Click on the View Segment Contacts Action The contacts are displayed Remov
112. validation email clicks the link the From Address is considered validated and is available for use in email campaigns Its status in the Existing Addresses list will change to Active To delete a From Address select a checkbox in the Existing Addresses list and click the Delete button Changing your Password Password Guidelines To help protect your account all passwords must follow these security guidelines must be at least 6 and at most 20 characters long must contain at least 1 letter a z A Z letters are case sensitive must contain at least 1 number 0 9 may contain any of amp lt gt 7 special characters may not contain any character except as listed above NOTE For SalesForce com users passwords have added security requirements and they must contain at least 1 special character as well as the above rules 84 3s a amp campaigner 1 From the User Profile page click the Change Password Action campaigner Dashboard Campaigns Contacts Reports List Builder Library Account Change Password Help amp Support gt Getting Started Online Help Change Pass OO oo indicates required fields To ensure maximum security you are required to enter a new password Fill in the following fields to create your new password Message Center Username jsmith janes com You have 0 message s Old Password New Password Confirm Password
113. vered even though the contact s email address was valid 58 amp campaigner e Contacts Origin with the total number of contacts grouped by the method each was added to your list Report on Campaigns 1 From the Reports tab click on the Report on Campaign Runs Action The Campaign Summary page is displayed Dashboard Projects Campaigns Contacts Reports Forms Library Update Profile Support Logout Campaign Summary Help amp Support t Setting Started gt Online Help Campaign Name Type Status Scheduled Date Contact Support A F Discount Offer E Sent AprO5 2006 Message Center GM t You have 1 message s Luc s Exercise E Sent Mlar 14 2006 Luc s Exercise sent Mar 14 2006 N S Mo Campaigns Available TZ Test 2 Wlar 13 2006 Test Campaign Mar 13 2006 Test Locked Apr 06 2006 Note The list can be sorted by clicking the column headings Type includes R Recurring O One time C Continuous 2 Select a campaign to run a report If you chose a continuous campaign the date range selector is shown Click on Report The Report on Campaign Runs page is displayed Dashboard Projects Campaigns Workflows Contacts Reports Forms Update Profile Support Log Continuous Campaign Reports Help amp Support gt Getting Started i gt Online Help Campaign launch date between Sep 06 2007 3 00 PM and Dec 05 2007 3 00 PM B Contact Support Report Display all results M

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