docs/manuals/SiteMailer 2 Manual
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1. 4 Simian Systems Inc similar to the Add Newsletter form which allows you to change all the same properties of the newsletter Deleting a newsletter To delete a newsletter check it off in the list then click on the red X icon at the top of the list SiteMailer 2 will prompt you to confirm your decision and then will proceed to delete the newsletter Sending a message To send a message click on the envelope icon next to the newsletter This will bring up the New Message form with the following fields 1 From Name allows you to customize this value on a message by message basis 2 From Email allows you to customize this value on a message by message basis 3 Template allows you to customize this value on a message by message basis 4 Re occurring whether this individual message should automatically be sent again on a weekly bi weekly or monthly basis note that this requires the scheduler to be running correctly 5 Date the date to send the message on allowing you to publish a message in advance and send it automatically at a later date 6 Time the time to send the message on 7 Newsletters allows you to send the same message to subscribers from more than one newsletter at once 8 Subject allows you to customize this value on a message by message basis 9 Message Body the actual message body as a visual editor Please note that the editor has a few limitations compared to editing a web p2. bounced message arrives Make sure to replace path to sitellite in the above example with the actual path to your Sitellite installation
3. yes 3 Unsubscribe email verification whether to require unsubscription requests to be verified via a confirmation email default is yes 4 Public archive of messages whether to create a publicly visible archive of messages so that others may see them and search en gines can index them default is yes 5 RSS subscribers whether to allow subscribers to subscribe anony mously using RSS instead of email default is yes 6 Confirmation email address The email address to send confirmation messages from SIMIAN systems Website Public Features Installation Configuration 10 Simian Systems Inc 7 Confirmation email name The name to send the confirmation mes sages from 8 Confirmation email subject The subject line of the confirmation mes sages 9 Domain SiteMailer 2 resides on The domain name that the website runs on This is used by the mailer script to correctly fill in link values 10 Bounced message detection settings 1 Disable subscribers after bounces default is 2 2 Email address for bounced messages this is a real email ac count which SiteMailer 2 will check for bounced messages 3 Email password for bounced messages the password for the email account 4 Server for bounced messages the server name for the email account 5 Port for bounced messages the server port for the email account SiteMailer 2 features several publicly accessible features These include the ability for vi
4. 2 are sent in HTML format with an automatically generated plain text version accompanying them for subscribers whose email preferences are set to prefer plain text messages Templates are used to add style and branding to outgoing emails as well as personalization of the messages using a combination of HTML and tags in the SimpleTemplate format SimpleTemplate is a template format used throughout Sitellite by application developers and is a simplified template format compared to Sitellite s main XML based template format For a complete SimpleTemplate reference please visit the following page http www sitellite org index utorials story action story 59 Adding a template To add a template go to the Templates tab and click on the Add Template link This will open the template editor A template has only two properties a name and a body The name can be anything you would like The body must contain HTML and Simple Template tags At the very least the one required tag for your message to appear is the body tag This puts your message body into the template at the spot where the tag is found The full list of available tags are as follows 1 body inserts the message body 2 date inserts the current date 3 email inserts the subscriber s email address 4 firstname inserts the subscriber s first name SIMIAN systems Campaigns 8 Simian Systems Inc 5 fullname inserts the subscriber s first a
5. SIMIAN systems SiteMailer 2 User Manual Sitellite Professional Edition SIMIAN systems Introduction Logging In Menu Overview 2 Simian Systems Inc SiteMailer 2 is an enterprise level newsletter campaign manager It provides advanced features for importing managing and publishing newsletters in both email HTML and automatically generated text only formats RSS and website browsable archive SiteMailer 2 can manage multiple lists use customizable templates for designing professional emails embed dynamic content and personalization into emails save drafts for later and preview messages before sending Email sending is also fault tolerant through the use of a journalling system which ensures that even if a message fails to send it will restart where it left off without sending duplicates or missing any subscribers SiteMailer 2 can handle 100 000 subscriber lists SiteMailer 2 also has bounce back handling and privacy protection features such as email verification and double opt in for new subscribers built in To access the SiteMailer login screen first log into Sitellite then enter the Control Panel From here you will see SiteMailer 2 under the Tools menu in the top right of the screen Alternately you can access SiteMailer 2 directly by going to the following address and entering your Sitellite username and password http www example com index sitemailer2 app Simply change www example com to your own we
6. age Namely the box and form choosers will not work Most other functions should behave as expected To send the message click the Send Message button To instead save it as a draft to modify and send later click the Save as Draft button SIMIAN systems Subscribers 5 Simian Systems Inc To send a test message to yourself to verify how the message will be seen by others click on the Send Test Message button A popup dialogue will appear asking for the email address to send the test message to Sent messages To see messages that have previously been sent click on the icon with several envelopes The following screen will show you when each mes sage was sent as well as its status if it s still being sent and a partial calculation of how many times it s been viewed or bounced Subscribers are available under the Subscribers tab or by clicking on the Subscribers icon next to a given newsletter in the Newsletters tab Subscribers are managed as one large list that can be assigned to one or more newsletters Adding a subscriber We ll cover later how a subscriber can add themselves To add a sub scriber manually click on the Add Subscriber link This brings up a form to create a new subscriber with the following properties 1 Email Address 2 First Name 3 Last Name 4 Organization the name of the company the subscriber works for op tional 5 Web Site the website of the subscriber optional 6 Newsletters
7. ampaign_link 2 gt Link text lt a gt This would make a link with the text Link text to the campaign s website which is automatically tracked for clicks Alternately you can use an im age instead of text for things like banner ads and graphical advertise ments For example SIMIAN systems Stats Settings 9 Simian Systems Inc lt a href campaign_link 2 gt lt img src http www example com pix banners campaign2 gif border 0 alt Alternate text gt lt a gt The stats screen shows you how many of your subscribers are active disabled or unverified A disabled subscriber has requested themselves to be removed from your newsletters An unverified subscriber hasn t confirmed their email address SiteMailer 2 has many settings which can be controlled from the Settings tab These include 1 Subscriber registration the degree of detail required from new subscribers The available options are 1 None disabled public subscriptions entirely 2 Email only requires only their email address to subscribe default 3 Collect all data requests but does not require all of the proper ties of a subscriber such as their name and organization 4 All data required requires a subscriber to provide all of their information to subscribe to your list 2 Subscribe email verification whether to require new subscribers to verify their email address by confirming it in a test email message default is
8. bsite domain name Once logged into SiteMailer 2 you will see a series of tabs across the top of the application These are 1 Newsletters 2 Subscribers 3 Drafts 4 Templates SIMIAN systems Newsletters 3 Simian Systems Inc 5 Campaigns 6 Stats 7 Settings 8 Help This manual will follow the menu tabs for documenting the SiteMailer 2 user interface then add some additional configuration information at the end Adding a newsletter To add a newsletter click on the Add Newsletter link In SiteMailer 2 you can create an unlimited number of newsletters and an individual sub scriber can be subscribed to one or more of them A newsletter has the following properties 1 Name the general name of the newsletter 2 From Name the name to send messages from 3 From Email the email address to send messages from 4 Template which template to render messages with 5 Subject a default subject line for each mailing 6 Public whether this newsletter is visible on the public archive subscription screens or not 7 Import Subscribers From this allows you to import subscribers from existing newsletters into your new ones automatically When you re ready to create your new newsletter simply click the Create button Modifying a newsletter To change the properties of a newsletter from the Newsletters screen click on the pencil icon next to the newsletter This will bring up a form SIMIAN systems
9. he SiteMailer 2 administrative interface and going to the Settings tab Edit the startup and bouncer scripts Open the start sh and start_bouncer sh scripts in the inc app sitemailer2 script folder as follows You will need to know the absolute path to your PHP command line binary To find this out on the command line try typ ing which php Or which php cli Add the folder not including the PHP binary file name to the line begin ning with export PATH in both of these files and save them for example export PATH usr local bin usr bin bin Where the PHP binary was found at usr local bin php You can specify multiple locations in the PATH value by separating them with commas and it s a good idea to leave the defaults in place The startup and bouncer scripts should now be ready to run Configure the scripts to be executed by Cron SIMIAN systems 12 Simian Systems Inc To edit your cron tab from the command line enter the following command crontab e This will bring up your cron tab for editing in your default text editor most likely Vi Add the following line 0 10 20 30 40 50 path to sitellite inc app sitemailer2 script running sh This will cause Cron to execute the running sh script once every 10 min utes which simply auto starts or auto restarts the message queue bouce back handler and scheduler daemons so that they are ready whenever SiteMailer 2 adds an action to the queue or whenever a
10. nd last name 6 lastname inserts the subscriber s last name 7 organization inserts the subscriber s organization name 8 tracker inserts an invisible tracker that allows SiteMailer 2 to track how many times the message has been read by subscribers note that this number is never completely accurate because many subscribers may have images disabled in their email clients which are required for this feature to work 9 unsubscribe inserts a link which the subscribers can use to unsub scribe themselves 10 website inserts the subscriber s website 11 campaign_link ID inserts a link to the specified campaign based on its ID number See the Campaigns section to find out more about campaigns To save a template click on the Save button You can also preview your templates with the Preview button Campaigns are links which are tracked for their number of clicks in outgo ing messages Campaign links can be added using the following Simple Template tag campaign link ID where ID is the campaign number for example campaign_link 2 To find the campaign number create a new campaign under the Cam paigns tab and you will see the campaign ID in the link to that campaign on the Campaigns page It will appear in the form id D at the end of the link This tag will be turned into a URL when the template is rendered so the best way to place it is to put it into an HTML link tag like this lt a href c
11. p of the list SiteMailer 2 will prompt you to confirm your de cision and then will proceed to delete the subscriber Mass unsubscribe To mass unsubscribe a group of users click on the Mass Unsubscribe link then browse for a CSV file containing the list of subscribers Next select the newsletter s to unsubscribe the subscribers from then click the Next button The following screen will verify the correct field from the CSV data that corresponds to the subscriber email addresses Search parameters and sorting You can sort the subscriber list by clicking on any of the table headings An arrow shows which column the list is currently being sorted by and which way alphabetically ascending or descending Click on the same header again to change between ascending and descending sorting order You can also search the subscriber list using a text search that searches the email name organization name and website properties as well as the newsletter and status of the subscribers The search parameters and sorting form a powerful combination for managing users SIMIAN systems Drafts Templates 7 Simian Systems Inc Messages that have been saved as drafts appear under the Drafts tab From here you can click on the subject of a given draft to continue to edit it or send it You can also delete unwanted drafts as well Clicking on a draft opens it up in the same editor found in the Newsletters section Messages in SiteMailer
12. sitors of your website to subscribe and unsubscribe them selves to your newsletters only ones marked public of course They also include the ability to view previously sent messages as web pages linked to from the newsletters page and the ability to subscribe to your newsletters as RSS feeds which are quickly becoming a popular way of subscribing to information online as all of the major web browsers now include RSS support built in To access the public features of SiteMailer 2 create a link somewhere on your website to the following address http www example com index sitemailer2 public action SiteMailer 2 comes pre installed with Sitellite Enterprise Edition however some additional configuration is also necessary to enable the message queue bouce back handling and scheduling of messages in the future SIMIAN systems 11 Simian Systems Inc These steps are described in the file inc app sitemailer2 install INS TALL and are as follows Make the settings files writable and the scripts executable Shell commands cd path to sitellite cd inc app sitemailer2 chmod R 777 data conf chmod R 755 script You can also do this via FTP if your FTP client has the ability to edit file permissions on the server Configure your outgoing mail server Open the file inc app sitemailer2 cont properties php and follow the in structions in that file to set the outgoing mail server then verify any additional settings by logging into t
13. which newsletters the subscriber is subscribed to One you ve filled out the form click the Create button to create the sub scriber Importing subscribers Subscribers can be imported individually from vcard files exported from 3rd party address book software as well as from CSV or comma separated values files in bulk CSV files can be exported from Excel and other spreadsheet and database software SIMIAN systems 6 Simian Systems Inc To import subscribers click on the Import Subscribers link which brings up a form Next click on the Browse button next to the vCard or CSV field and browse your computer filesystem for the subscriber vcard or csv list Select the newsletters you wish to subscribe the new subscribers to then click on the Next button For vCard imports the following screen will verify the vcard data and allow you to confirm it before saving the subscriber to the database For CSV imports the following screen will allow you to assign values from the CSV data to correspond to the properties of a subscriber in SiteMailer 2 Modifying a subscriber To change the properties of a subscriber from the Subscribers screen click on the email address of the subscriber This will bring up a form similar to the Add Subscriber form which allows you to change all the same properties of the subscriber Deleting a subscriber To delete a subscriber check them off in the list then click on the red X icon at the to
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