the Newsletter User Manual as a pdf
Contents
1. Ready to Send screen of the Send Mail wizard or if your SMTP server have failed to deliver the mail to some of the recipients Important note If you have any queued mails you will be notified about it with a message box similar to the one shown below Sitecore Sitecore Newsletter User Manual Page 28 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q sitecore VBScript There are 1 queued mails pending This may be the result of a Failed sending Bo you wish to start the Send Queued Mails wizard to send the remaining mails Cancel Click OK in the message box to run the Send Queued Mails wizard The Send Queued Mails wizard has four steps 1 The Welcome application SiteCore Send Queued Mails Web Page Dialog ian Welcome to the Send Queued Mails Wizard This wizard helps you Send out any queued mails e Mark mails that cannot be sent as Failed E Cancel Sitecore Sitecore Newsletter User Manual Page 29 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved2. ET Sent mails a Subscribers E WE Mailing lists Alternate text Fill in an alternate text message here For users who cannot read HTML mails e Subject the subject of the message e Message the HTML body of the message This field can be edited with Sitecore HTML editor just like any other field of the html type To activate the editor click on the arrow button next to the field name e Alternate text the plain text body of the message This field will be used if the recipient s mail client does not support HTML mails Sitecore Sitecore Newsletter User Manual Page 17 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q s itecore Plain text mail Email in plain text format Mail items of this type have two fields on the Data tab as shown in the picture below DE lA T Rename i tcontent Modules Mailing list 0utbox test 9 Duplicate ey Move to 3 Modules C Mailing list outbox 3 test E i Sent mails An Subscribers E Wi Mailing lists Test Messagel Subject Message Fill in your text message here ian e Subject the subject of the message e Message the body of the message URL mail The URL mail works by extracting a copy of
3. AEREA Name E Email ee eee amme m me me ja C amp sam Brown sbi hatmail com a Edit the current subscriber i Create a new subscriber Tom Smith yb sitecore net 1 E Delete the current subscriber View audit log View mail log Search options When asked for confirmation click on OK to confirm the deletion of the record or click n Cancel to cancel the operation Sitecore Sitecore Newsletter User Manual Page 13 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q s itecore 4 5 Viewing the audit log The subscriber s audit log shows events that changed the state of the subscriber such as when the subscriber registered to or unregistered from a mailing list To view the audit log select the subscriber and click on the View audit log link in the Tasks pane a content Modules Mailing list Subscribers AAA T ARIAT Pe gett LOW EE aE ak We T ESE e T aI PEE TAI AT AEE yee fice eG TEY Mame Email company country anf eed a o 8 Sam Brown sb hotmail com MBS UK y Edit the current subscriber TomSmith yb sitecore net New Soft Ine USA Create a new subscriber Delete che current subscriber view mail log Search options Sitecore Sitecore
4. Create new mail in the Tasks pane kat Roget Reker gt Content a lA Rename LOF Duplicate ES m Modules s content Modules Mailing list Outbox ie Mailing list re rs a re PETT Re SiteCore Mailing List Outbox F Sent mails eee EREE i a a Subscribers E P T j E No items available W Mailing lists E B Home Edit selected mail Ea Create new mail Delete selected mail Send out mail Create Cancel Sitecore Sitecore Newsletter User Manual Page 16 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q s itecore Sitecore supports three mail types e HTML mail e Plain text mail e URL mail Described below Select the mail type and click on the Create button Enter the name of the new mail item and click OK The mail will be created as a sub node under the outbox node 5 2 Mail types HTML Mail Emails in HTML format Mail items of the HTML mail type have three fields on Data tab as shown in the picture below os Content 2 a a a Ge Rename 1e pupicate Bi Move to 3 Copyto X B a fem Modules ETE E AEN EUTONR EERE a i poe list Subject Test Message Outbox l eet ee ees 2 a TEE E Fi in your message here
5. EREE New Products Create mailing list Home Forward Delete mailing list Move first Synchronize mailing lists 4 Move up amp Move down a Move last J Other tasks i PA PS a Mailing list tasks AF copy to Outbox Sent mails Delet x ai Suhsrrihers 2 Select the Mailing lists node Select the Mailing List that you would like to delete in the right hand panel Click on the Delete mailing list link in the Tasks pane gt Content ea a er PH k Til Rename Duplicate ES Move to a E 2 Modules A a ones list Mailing lists g m Mailing list eS A A E a Outbox gt SiteCore Mailing List Mailing lists E Sent mails a Subscribers EEH Mailing lists b i A T New Products SA Edit mailing list o Newsletter Mew ee T Newsletter i Create mailing list Gel Home Delete mailing list Synchronize mailing lists i 1 i i 1 i j 3 4 Synchronizing Mailing Lists The Mailing List Module stores the data concerning mailing lists in two places in the Sitecore Database for convenient editing and in the Mailing List database for reporting and referential integrity Usually the data in the two storages is synchronized If Sitecore Sitecore Newsletter User Manual Page 7 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this doc
6. Newsletter User Manual Page 14 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q sitecore 4 6 Viewing the mail log The mail log shows mail statistics for the subscriber what letters were sent to the subscriber and when To view the subscriber s mail log select the subscriber and click on the View mail log link in the Tasks pane Si a ee nn ne ne ee nn nn i ee ea Sn en ee m ne A content Modules Mailing list Subscribers Sina ANE TTN E AA a e Ne i Name Email Company Country u OS Sam Brown sb hotmail com MES UK Tom Smith vh sitecore net New Soft Inc 5A Edit the current subscriber Create a new subscriber Delete the current subscriber View audit log fe Ei View mail log Search options Sitecore Sitecore Newsletter User Manual Page 15 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q s itecore 5 Managing the Outbox 5 1 Create new mail To create a new mail select the Outbox node in the Sitecore Content Tree and click on
7. Q s itecore 2 The Ready application SiteCore Send Queued Mails Web Page Dialog Ready The wizard is ready to send out any queued mails Click Next to begin Information about queued mails When sending out mails the mails are First queued For sending IF For some reason the sending process Fails the system is able to resume sending without sending to recipients that hay already received the mail Sitecore Sitecore Newsletter User Manual Page 30 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q s itecore 3 The Result application Result The wizard has sent queued mails You can review the result below To delete Failed mails check the mails and click the Delete button Result Result a Test Message ok The mail was sent to 1 recipient Mo warnings If the SMTP Server repeatedly fails to send out a mail item you can delete it here To do so mark the check box next to the mail item and click on the Delete button Sitecore Sitecore Newsletter User Manual Page 31 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 20
8. Sitecore A S All rights reserved Q s itecore SiteCore Send Mail Web Page Dialog Ready to queue mails The wizard is now ready bo queue the mails For sending Click Next to begin It is recommended that you send a test mail Send a test mail Mail information Subject Test Message From yb sitecore net Yuriy Bystrov Mailing lists Newsletter Message Fill im umi Fawk marrana harsa eea uee You should send a test mail to test if the SMTP server is up and running and to see what the mail will look like in the mail client this is especially important for HTML mails To send a test mail click on the Send a test mail button The Send a test mail to the following email address dialog box will be displayed Enter the address to send the mail to and click on the OK button To proceed with sending the mail click on the Next button in the wizard Sitecore will queue the mail item and display the Ready to send application Sitecore Sitecore Newsletter User Manual Page 25 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q s itecore SiteCore Send Mail Web Page Dialog Ready to send The wizard is now ready to send out the queued mails Click Next b
9. a web page based on a URL i e it extracts the HTML from the URL and embeds the images on that web page in the mail The resulting HTML is sent to the recipients Mail items of this type have three fields on the Data tab as it is shown on the screen dump below gt Content fb H Rename Duplicate a Move to Modules a content Modules Mailing list Outbox test E 53 Mailing list eg 5 3 Subject Test URL Mail outbox San EE a ee eee a 2m Message 2 btkp saw sitecore nek 23 Sent mails A Subscribers E Mailing lists e Subject the subject of the message e Message the URL of the web page that should be sent in the body of the mail Sitecore Sitecore Newsletter User Manual Page 18 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q s itecore e Alternate text the URL of plain text version of the same page This version of the mail will be used if the recipient s mail client does not support HTML mails Please note that the URLs used in this type of mail should be of the External URL type To specify the URL click on the link in the field The Insert a link dialog will be displayed SiteCore Web Page Dialog Ne Insert a link Link descrip
10. into the Filter text box and click on the Search button the subscribers list will be updated to display only those subscriber records that have the filter string in any given field name email company country or any custom field Examples of filter usage Sitecore Sitecore Newsletter User Manual Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Page 11 of 34 Q s itecore e To find all subscribers that come from Denmark enter Denmark into hte Filter text box and click on the Search button e To find a subscriber with a particular email enter the email into the Filter text box and click on the Search button e To find a subscriber by name enter the name into the Filter text box and click on the Search button 4 3 Editing a subscriber To edit the information of a subscriber select the subscriber in the Subscribers list window you might want to filter the subscribers first and click on the Edit the current subscriber link in the Tasks pane E h lH Rename Duplicate ae Move to hr Copyto W B ie a content Modules Mailing list Subscribers J SiteCore Mailing List Subscribers Name Emal Company Country Active Fields q 8 sam B
11. message here j EEA ae ee ee ee i a Se mS Sa Se Sm ee Se mS a ce E E o E SS Se Se ee eS So ee eS eS Se ee ee e o SS ee 2 Alternate text Fill in an alternate text message here for users who cannot read HTML mails 2 Select the Outbox node Select the item that you would like to send in the list of available items right hand panel Click on the Send out mail link in the Tasks pane Sitecore Sitecore Newsletter User Manual Page 22 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q sitecore sae ad p ig i u ad ld a Rename o I Move te to p 5 Mailing list E outbo E amp Sent mails a Subscribers E ud Mailing lists E E Home E Edit selected mail Create new mail Delete selected mail fed Send out mail Both commands makes the Send Mail wizard appear The first screen of the wizard is the Welcome screen The second screen allows you to select the mailing lists that the mail should be sent to and to specify additional recipients SiteCore Send Mail Web Page Dialog Select mailing lists Please select the recipients that are to recieve this mail Click Nexk when you are Eee lists Newsletber Sitecore Sitecore Newsletter User Manual Page 23 o
12. this change lt Back Finish Cancel Click on the Finish button to close the wizard If the message was not delivered to some of the recipients you can try sending it again later by using the Send queued mails wizard Sitecore Sitecore Newsletter User Manual Page 27 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q s itecore 6 Managing Sent Mails The Sent mails box offers you three commands in the Tasks pane as it is shown on the screen dump below gt Content EP a A amp Rename Duplicate ey Move to 3 Modules i content Modules Mailing list Sent mails Mailing E N oe eet EE ce eae E AET A Outbox i pa SiteCore Mailing List Sent mails a ii Sent mails fm ca test A Subscribers ae A gt Mailing lists 2 Open mail 3 B Home E Copy to outbox z Send queued mails e Open mail opens the selected mail for viewing editing e Copy to outbox copies the selected mail to the outbox e Send queued mails runs the Send Queued Mails wizard The Send Queued Mails wizard allows you to send out mails that have been queued but have not been transmitted to the recipients You might have queued mails if you have clicked Cancel in the
13. 01 2004 Sitecore A S All rights reserved Q s itecore 4 The Finish application SiteCore Send Queued Mails Web Page Dialog The wizard has completed Click the Finish button to close the Wizard Finish Click on the Finish button to close the wizard Sitecore Sitecore Newsletter User Manual Page 32 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q s itecore 7 Other Tasks pane The Other Tasks pane provides convenient access to some of the commands of the Mailing List Module The pane is located right below the Tasks pane d Other tasks 4 Mailing list tasks a Outbox Sent mails Subscribers Summary Sitecore Sitecore Newsletter User Manual Page 33 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q sitecore The pane has the following links e Mailing list tasks displays the list of most common tasks of the mailing list module The same list is displayed when you select the Mailing list node in the Sitecore Content Tree e Outbox activates
14. Q s itecore Newsletter Module User Manual Author Sitecore A S Date November 2003 Release Release 4 0 Language English Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Sitecore Denmark HQ Sitecore USA Inc sales dk sitecore net sales us sitecore net T 45 70 23 66 60 T 1 415 444 0600 Sitecore Germany Sitecore Norway Sitecore www sitecore net sales de sitecore net sales no sitecore net Content Delivery info sitecore net T 49 0 89 5455 8222 T 47 23 1453 50 Q sitecore Contents 1 Introduction 3 2 Installation 4 3 Managing Mailing Lists 5 3 1 Creating a Mailing List 5 3 2 Editing the Mailing Lists 6 3 3 Deleting a Mailing List 6 3 4 Synchronizing Mailing Lists 7 4 Managing Subscribers 9 4 1 Creating a subscriber 9 4 2 Finding a subscriber 11 4 3 Editing a subscriber 12 4 4 Deleting a subscriber 13 4 5 Viewing the audit log 14 4 6 Viewing the mail log 15 5 Managing the Outbox 16 5 1 Create new mail 16 5 2 Mail types 17 5 3 Editing mail 21 5 4 Deleting mail 21 5 5 Sending mail 22 6 Managing Sent Mails 28 7 Other Tasks pane 33 Sitecore Sitecore Newsletter User Manual Page 2 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respectiv
15. e holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q s itecore 1 Introduction The Sitecore Newsletter module also known as the mailing list module is an add on module designed for creating and maintaining mailing lists managing users subscriptions to mailing lists and sending letters to mailing lists Let us consider a typical usage scenario Suppose your company has five thousand customers and all of them want to be notified by email about new releases of your product Sending such notification manually is a hard job The Newletter module can automate the tasks and makes it really easy All you have to do is to create a New Product Releases mailing list subscribe all the customers to it this needs to be done only once and then send emails to this list You send one email and it gets delivered to all interested customers The mail message can automatically be personalized for each customer and gives him her the impression that this was a personal email Personalization means that the mail message can contain personal information e g the recipient s name and could look like this Dear Mr Smith We have been enjoying long term collaboration with your company New Soft Inc and we would like to offer you Sincerely yours Mr Brown You can even collect statistics on how many of your recipients have e g clicked on a link in y
16. e the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved
17. f 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q sitecore The fields have the same meaning and default values as corresponding fields on the Sending tab of the mail item The next screen of the Send Mail wizard allows you to specify the sender s e mail From email the sender s name From name and whether individual mail should be generated for each recipient A SiteCore Send Mail Web Page Dialog Specify who the mail is from You musk specify a sender This consists of an Email address and an optional name Click Next bo continue Individual mails You should send individual mails when amail should be generated For each recipient e the mail contains expansion macros e g name Cancel The fields have the same meaning and default values as corresponding fields on the Sending tab of the mail item The fourth screen of the Send Mail wizard displays summary information for the mail and offers you to send a test mail Sitecore Sitecore Newsletter User Manual Page 24 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004
18. f available items right hand panel Click on the Delete selected mail link in the Tasks pane Sitecore Sitecore Newsletter User Manual Page 21 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q sitecore j gt Content LF iz r lH Rename LOF Duplicate Jay Move Eo E 2 Modules g content Modules Mailing list Outbox E Mailing list r E Ed Outbox Pa SiteCore Mailing List Outbox E L Sent mails a Subscribers ud Mailing lists E B Home i Edit selected mail Create new mail Delete selected mail Send out mail 5 5 Sending mail There are two ways of sending the mail 1 Open the mail item and click on the Send button in the Sitecore toolbar a H Ti Rename OF Duplicate ay Move to G Copyto pe Et BCE send gt S OPa Soom Sm Sm Se ee me Sm ee Se Se mS Se E E gt E O me Se ee Se Se ee Se ee Se m e fees a content Modules Mailing list Qutbox test fea ee eee nee ae cee ee ee pe es a ee os ee ee ee oe oe ee eee es ae ce oe a ee ee i ee ee eee cs ee ee ee ee es Subject Test Message Me ee SS mS Ss SS se ee ce mae ne es se ee cee ne ee Sees ee es es ee es ee eo ee ee ee ee os ee ee ee ee ee ee m Message 3 Filin your
19. il sbi hotmail corn Company MBS Country UK Active Subscriptions pae g hermiglakker Subscriber Fields dE Field Yalue Position Developer ye P Security System Q sitecore ens 10 IRID Using the Subscriber Information screen you can enter personal information concerning the subscriber and subscribe unsubscribe him her to the mailing lists Fields Name subscriber s name Email subscriber s email Company subscriber s company Country subscriber s country Active check box indicating whether the subscriber is currently active This check box can be used to temporarily disable the subscriber without deleting his her information from mailing list database Subscriptions list of subscriptions To register the subscriber to a mailing list set marks in the appropriate check boxes in the Subscriptions field Subscriber fields allow you to add custom fields to the subscriber record To Ae enter the name and the value of the field To delete a custom field click on the Delete button x In the screen shot above the custom field Position has been added with the value Developer add a new field click on the Plus button To save the subscriber in the database click on the Save and close link in the Tasks pane To cancel the operation click on the Cancel link in the Tasks pane Sitecore Sitecore Newslette
20. ist Mailing lists ET Sent mails A Subscribers ERES Mailing lists Pt Tas Te enaa fOr ai eea haea ta Pre et Ret o iEn oe ean e i M e er ee E r ee a ET a pat ri at ee a TEH E E e en pl re ae ea Ee Edit mailing list p o Newsletter Mew Products z Create mailing list if EE Delete mailing list Pe Synchronize mailing iN lists Once the desired Mailing List is selected all you have to do is to change the value of its fields and save the database by clicking on the Save button in the Sitecore Toolbar 3 3 Deleting a Mailing List A Mail List can also be deleted in two ways 1 Expand the Mailing lists node Right click the Mailing List that you would like to delete and select the Delete command from the context menu Sitecore Sitecore Newsletter User Manual Page 6 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q sitecore Content O gt al a 2 TI Rename F Duplicate ey Move to G pean a eden Saar Tal Ga T AEN ENE D TETEPO TP SE cis PA Sea EERTE TE EEES A ET EE I 3 Modules ae content Modules Mailing list Mailing lists 5 Mailing list j S Outbox L Sent mails a su Subscribers a EY Edit mailing list PG
21. le The first approach is described in the Developer s Manual in the chapter concerning the Mailing List Module In this manual we are going to consider the second approach 4 1 Creating a subscriber To create a new subscriber select the Subscribers node in the Sitecore content tree and click on the Create a new subscriber link in the Tasks pane O tl iil Rename f Duplicate a Moveto GP Copy to gt Content a E 0 Modules a content Modules Mailing list Subscribers 5 Mailing list Ei Fee a al aa eA aay Re a a S Outbox gt SiteCore Mailing List Subscribers 4 Sent mails Marne Email Subscribers gt Mailing lists TO sem sr oboe om Edit the current subscriber amp Tom Smith ts hotmail cam Delete the current subscriber e View audit log a View mail log E Search options The Subscriber Information screen opens up Sitecore Sitecore Newsletter User Manual Page 9 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved amp content Modules Mailing list Subscribers Save and close Cancel view audit log view mail log y Other tasks Mailing list tasks Outbox Sent mails Mailing lists Summary Publishing v Mame Sam Brown Ema
22. o begin The mail has been queued For one recipient but has not yet been sent out You may press cancel now and resume the actual transmittal of the mail at a later time using Send Queued Mails Important information Depending on how many mails vou are sending out the sending process may take some time to complete During this time the process may be halted For instance by computer reboot or webpage timeout However since the mail has already been queued it is possible to resume sending the remaining mails YOU can resume sending by using the Send Queued Mails Clicking on the Next button in this screen will actually transmit the message to the recipients Sitecore will display a Summary screen confirming that the message has been sent to a particular number of recipients and will display errors and warnings if any Sitecore Sitecore Newsletter User Manual Page 26 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q sitecore i SiteCore Send Mail Web Page Dialog The mail has been succesfully sent Click the Finish button to close the Wizard The mail was sent to 1 recipient fof 1 queued o warnings The mail has been moved to the Sent Mails Folder Please refresh the content tree to reflect
23. odules Mailing list Mailing lists Newsletter H aja 3 SPSS Saas outbox E Sent mails For testing only C a Subscribers a E W Mailing lists ES Newsletter 9 Duplicate fey Move to G Copy t Sitecore Sitecore Newsletter User Manual Page 5 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q s itecore The template has two fields e Description a brief textual description of the mailing list Only intended for human purposes e For testing only a check box field that is supposed to be used by developers who are extending the functionality of Mailing List module 3 2 Editing the Mailing Lists In order to edit the mailing list for example to set the value of Description field you have to select it in Sitecore content tree This can be done in two ways 1 Expand the Mailing lists node and select the Mailing List you are interested in 2 Select the Mailing lists node select the Mailing List that you would like to edit in the right hand panel and click on the Edit mailing list link in the Tasks pane gt Content Ep a A W Rename 7 Duplicate ay Move to GF B 2 Modules E a content Modules Mailing list Mailing lists Outbox l Sed SiteCore Mailing L
24. our mail Sitecore Sitecore Newsletter User Manual Page 3 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q sitecore 2 Installation The installation of the Newsletter module does not differ in any way from the installation of any other Sitecore module e Select the Tools Install Package menu item e Click Next in the first screen of the Install Package wizard e Click on the Browse button in the next screen and select Sitecore MailingList zip package Click Next e Read the license agreement and select the I accept the terms of the license agreement radio button provided that you agree with the terms Click Next e Click Next in the Ready to install screen e Click on the Finish button The Modules Mailing List node should be added to the content tree with four child nodes as it is shown in the picture below gt Content Ep F E 3 Modules E Mailing list Outbox T Sent mails a Subscribers at Mailing lists i E Home Please note that after you install the module you need to configure it by setting values of several keys in web config The configuration of the Newsletter module is described in the Documentation section on SDN Si
25. r User Manual Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Page 10 of 34 4 2 Finding a subscriber Q s itecore In real world sites subscriber lists usually contain thousands of subscribers It might be difficult to quickly locate a particular subscriber in such a long list The Sitecore Mailing List Module facilitates this task by providing Search Options screen in the Subscribers list window To make the Search Options screen visible click on the Search Options button in the Tasks pane 5 Mailing list S Outbox T Sent mails Ti Rename TE Duplicate la Move to a content Modules Mailing list Subscribers a a footy J SiteCore Mailing List Subscribers is Delete the current subscriber 2 View audit log view mail log ne earch options i Filter ES Mailing lists ee E Newsletber With the Search Options screen you can easily find all subscribers that are registered on a particular mailing list To do so select the mailing list in the Mailing lists field by marking the check box and click on the Search button The Filter text box allows filtering subscribers by the values of the subscribers fields If you enter some string
26. rown sb hotmail com MBS UK a Developer pa Tom Smith Esi hotmail com New Soft Inc USA Developer E Create a new subscriber a Delete the current subscriber 5 view audit log k view mail log You can also open up the subscriber window for editing by double clicking on the record in subscribers list When done click on the Save and close link to save the changes or on the Cancel link to cancel the changes Sitecore Sitecore Newsletter User Manual Page 12 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved 4 4 Deleting a subscriber Q sitecore In order to delete a subscriber select the subscriber s record in the Subscribers list window and click on the Delete the current subscriber link in the Tasks pane content gt sa B a C Modules 5 36 Mailing list Outbox F Sent mails a j Tn So EE lists E f 2 Home i oo rruUEEeESE eee e e e e e ee eeeeeeeeeeeee ees fe mr Rename Y bupleate B Move to oe pales t A n content Modules Mailing list Subscribers Sie ort CIOS E rO ete ante Coal ota OP ee lm eee i te eee oie PPR ne er ed ta eee ota POP nd anc a et cals a aE
27. tecore Sitecore Newsletter User Manual Page 4 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q sitecore 3 Managing Mailing Lists The Newsletter module is fully integrated with the Sitecore Client This means that you can manage mailing list rights in Sitecore s content editor The Sitecore content editor allows the following operations on mailing lists e Creating mailing lists e Editing mailing lists e Deleting mailing lists e synchronizing mailing lists with the mail list database 3 1 Creating a Mailing List To create a mailing list select the Mailing lists node in the Sitecore content tree and click on the Create mailing list link in the Tasks pane gt Content Er A hi H Rename Duplicate a Move to G B Modules a i Mailing list Outbox P Sent mails A Subscribers SP Mailing lists E Home No items available 7 Edit mailing list jeg Create mailing list Delete mailing list Synchronize mailing lists Enter the name of the new Mailing List for example Newsletter and click OK The new item based on the Mailing list List template will be created under the Mailing lists item Content GP 2 H T Rename E 3 Modules ae content M
28. the Outbox node e Sent mails activates the Sent Mails node e Subscribers activates the Subscribers node e Summary displays the Executive Summary page The Executive Summary page allows you to view a report of the Mailing List activities in a given period of time gt lt SiteCore Mailing List Executive Summary Start October 2003 M End November 2003 b Print Tasks Leads ey A News leads O Mails Date Subject Recipients Opened Clicked Opened count Clicked count Guened Failed Unsent 2003 10 01 10 19 35 SiteCore September Mewsletter 19 0 0 0 a 101 0 2003 10 01 10 30 14 SiteCore September Mewsletter 120 0 0 0 0 0 0 0 2003 10 15 14 43 48 Sitecore 4 3 1 released For MET 1 1 170 0 0 0 0 0 0 0 2003 10 17 10 38 53 September Newsletter Oo 0 Oo Oo 0 Oo 2003 10 22 12 37 17 Sitecore license requests automated 129 0 Oo Oo Oo 0 0 2003 11 07 11 48 06 Sitecore October newsletter 139 0 0 Oo 0 Mailing lists Mailing list New subscribers Lost subscribers Before periode After periode Difference Rate E Partner Newsletter 49 26 122 145 23 18 069 Product Issues and Patches o4 23 174 205 31 17 82 M To view the summary select the time period in the Start and End combo boxes and click on the green arrow button Sitecore Sitecore Newsletter User Manual Page 34 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names ar
29. tion 7 r e mm a ee E ee es ee oe ee es ee ee ee ee e Type of link External URL wel e e Se ee ee ee ee ee e ee em es Se EEE E E E E E E E E EEE E G E E E E E e S EE ln n Target window Active browser Style class Alternate kext In the Type of link field select External URL and enter the URL into the URL field Mail items of all three types have five additional fields on the Sending tab Sitecore Sitecore Newsletter User Manual Page 19 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q s itecore i H Rename Duplicate a Move to G Copyto a content Modules Mailing list Outbox test From Email Michael Seifert From name ms sitecore net Individual mails Mailing lists F Newsletter Recipients yb sitecore net e From Email the senders email address e From name the sender s name e Individual mails the check box indicating whether the mail should be generated for each recipient This option is usually used when mail body contains expansion macros e g name e Recipients the semicolon separated list of email addresses of additional recipients Sitecore Sitecore Newsle
30. tter User Manual Page 20 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q s itecore 5 3 Editing mail To edit a mail item that is already in the outbox you can either expand the Outbox node and select the item that you would like to edit or select the Outbox node select the mail item in the list of available items right hand panel and click Edit selected mail in the Tasks pane gt Content E a Fe F Duplicate ES Mowe EO i Lt kename j E Modules ef content Modules Mailing list Outbox Ce oot Outbox S SiteCore Mailing List Outbox E 2S Sent mails ig feces seer a Subscribers i E gt Mailing lists E Create new mail FS Delete selected mail a Send out mail You can also open the item by double clicking on it in the list Once you are done editing save the changes by clicking on the Save button in the Sitecore toolbar 5 4 Deleting mail If a mail item becomes obsolete it can be deleted from the outbox This can be done in two ways e Expand the Outbox node and right click on the item that you would like to delete Select the Delete command from the context menu e Select the Outbox node Select the item that you would like to delete in the list o
31. ument are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q s itecore somehow it is not you can synchronize it by clicking on the Synchronize mailing lists link in the Tasks pane Content Er h LJ Til Rename Duplicate lz er CEPR RE E Ey KAO PE Ma OL ed PE rA R r a eaten eee a a O eI a aP AE LHA TALE D A E PET FTE TTE E 3 Modules ae content Modules Mailing list Mailing C Mailing list i S Outbox Sent mails 4 Subscribers RY Mailing lists g la E Home Edit mailing list EJ create mailing list gt Newsletber Synchronize mailing lists Delete mailing list Sitecore Sitecore Newsletter User Manual Page 8 of 34 Sitecore is a trademark of Sitecore A S All other brand and product names are the property of their respective holders The contents of this document are the property of Sitecore A S Copyright 2001 2004 Sitecore A S All rights reserved Q s itecore 4 Managing Subscribers Subscribers management can be organized in two ways 1 The Mailing List Module can be extended with custom ASPX pages on the site s front end which allows the subscribers to enter and edit their personal information and to subscribe to or unsubscribe from mailing lists 2 Subscribers and subscriptions can be managed with the Subscribers list page that comes with the Mailing List modu
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