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LeadFormix Email Campaigns Module

1. i 3 LeadFormix LeadFormix Email Module Find step by step instructions to use the LeadFormix Email Module effectively and set up email campaigns upload mailing lists send emails and monitor reports LeadFormix Confidential S L Fi LeadFormix LeadFormix Email Module User Manual LeadFormix Email Module is now available within LeadFormix Once you are logged in to LeadFormix click on the icon for Email Campaigns to access LeadFormix Email Module wH Step by step instructions to mail Campaigns 1 Setup an email campaign 2 Upload a mailing list 3 Send emails 4 Monitor reports Step 1 Set up an email campaign e Click on Create Campaign Manage a Create Campaign Create Campaign Title amp Type of Campaign Campaign Create Campaign Manage Campaigns Campaign Manage Attachments Title Newsletter May 2010 Upload Attachment Create Template Manage Templates start here to Create amp Send a Campaign Sender Details ete Person s Mame 5 Name Contacts z Aen pratense ba ho ep hap ee ates deat bu ee oe rom 4 Create Mailing List Email name domain com Manage Mailing List Reply To f Manage Contacts aa name dornain com Unsubscribed contacts Suppression List Physical Company Name Address Street Address City State zip Code Reports sent Campaigns Report e Choose Type of Campaign Choose Type of Campaign Select the type of Template
2. View Help lt thody gt lt tr gt lt td height 30 colspan 2 valign top style fon lt tr gt lt tr gt lt td colspan 3 align left valign top style pa lt tr gt lt td width 55 align left valign top gt lt img s lt td width 1235 align left valign middle gt lt s lt tr gt lt table gt lt td gt lt tr gt lt tr gt lt td colspan 3 style font family Verdana font s lt p style text align justify gt achieving superio lt p gt lt a href http wuw thecomplianceauthority com lt hr gt lt td gt lt tr gt lt tr gt lt td colspan 3 style font family Verdana font s lt p style text align justify gt We are interested Click on the button Source in LLeadFormix Email Module and paste the code ee ae ee Click on Source again to view the HTML template lt tr gt std colspan 3 4px padding left 15px pi lt p class stylel listribution please reply Offline HTML File To copy Source Code from HTML file Right Click on the file and Open With Notepad TML File irefox Docu 3 KE Open Edit Print 7 Zip g Scan with AVG Free Open with d Firefox Send To b amp Internet Explorer D Google Chrome pe A Notepad Copy ai a Dreamweaver 6 Using the formatting toolbar for a graphical template you can upload images from your desktop insert tables horizontal lines smiley s b
3. list LeadFormix Confidential a LeadFormix Click on Create Mailing List Manage Create Mailing List Create List Create Mew List Campaign Create Campaign Ree ane ete STREET EE CARRE OO ERAT Cae TRRE eRe ee ee th Menage Campaigns Create New List Manage Attachments Upload Attachment List Name gt Target Audience Create Template Manage Templates List Owner s Name Name Contacts a Create Mailing List List O S E i Emaii Manage Mailing List ANET S Emal so lll J Manage Contacta Unsubscribed contacts Suppression List LeadFormix Email Module provides 4 different options to create a new mailing list A Add Contacts One by One It is mandatory to add Email Address First Name and Last Name The rest of the fields are optional Click on Add Contact after each contact is added Add Contact one by one Create List Add one by one Create Email gt 2 Add Add One by One Add Contact LeadFormix Confidential s 3 LeadFormix B Import Contacts Prepare a mailing list in a soreadsheet with column headers as mentioned in the Yellow highlighted text The columns Email Address First Name and Last Name are mandatory Save file as CSV Comma delimited Browse for the file and Import File to LeadFormix Email Module Upon importing to identify the contacts that were not uploaded click on the number mentioned for Errors Y
4. list Manage Contacts click on Manage Mailing Lists midis ionameconuaceie Suppression List LeadFormix Confidential LeadFormix Contacts To Edit Contacts click on Manage Create Mailing List Manage Mailing List Unsubscribed contacts Suppression List Contacts Select a contact and click on Edit LeadFormix Confidential 2 S 9 D x r D A o et LeadFormix Step 3 Send Emails e After testing an email campaign select a mailing list and click Next e Atthis stage you can delete some contacts from the list if you so wish to for this particular email campaign Please Note Email ids will NOT be deleted from the Main Mailing List but will ONLY be deleted for the current campaign e Click on Confirm and Send Campaign e Emails can be either sent immediately or Scheduled for future To start sending emails click on Send Immediately You will receive a message saying Campaign Scheduled Successfully and your emails will get sent in 2 minutes e To Schedule a Campaign set a Date and Time as per your system s time Select the Notification options and provide an email address for notification Click on Schedule Campaign Schedule Campaign Campaign Title HTML Template ie re nena Seman AE E Td ecm eter oe pence op ca E A AE E A A sia ieee E auras eee eae EE ao ee aa a na EE E ge AE RE E EE EA A AE EA E E le E Time Begs oc oat E E
5. E nen oes raa je Bee gh ca ae oles de Tae REAR E test Beh haart ae PRS Aa A Pe Pee ee eRe E tee eae Sha et eave Sateen tare ee eden td ANE Mt E E eg ee ace ce ee ees tga ae ee eee ed ee ene eee Sco See TT E E cheba A E E E E E E A A E E A A E E E NE tee eate naan sees Schedule Campaign LeadFormix Confidential e es 70 Te A i 8 LeadFormix e Click on Sent Campaigns Report e Reports can also be searched by Campaign or a Date Range e To view a detailed report select a report and click on View Details e The report shows the details of who Opened the email Clicked on the links Pages Visited Phrases of Interest Time Spent on each Page Time of Visit Unsubscribed Bounced Reason for Bounce e Reports can be downloaded in CSV format LeadFormix Confidential D LeadFormix G v e Special Features of LeadFormix Email Module Built in Email Templates Apart from letting you create your own emails LeadFormix Email Module provides Text email templates and HTML templates based on varied layouts which are proven to work in all major email programs Just customize the email content to suit your business needs Personalization Tags or Mail Merge Fields Personalize your emails by using LeadFormix Email Module s customization tags to add prospect information like First Name Company Designation Phone Mobile Number Contact Address Comments Job Title and other Compan
6. ailbox Soam related Relaying issues Quota issues Protocol errors Policy related Inactive mailbox Invalid sender and Others LeadFormix Confidential V a g WJ Ct LeadFormix 7 What happens to bounced emails LeadFormix Email Module tries to re send an email to a bounced ID 5 times in case it is a Soft Bounce If it is still not delivered the email id is unsubscribed from the mailing list 8 What are Hard Bounces and Soft Bounces A soft bounce is an email that is recognized by the recipient s mail server but is returned to the sender because the recipient s mailbox is full or the mail server is temporarily unavailable A soft bounce message may be deliverable at another time A hard bounce is an email that permanently bounced back to the sender because the address is invalid A hard bounce might occur because the domain name doesn t exist or because the recipient is unknown 9 Can we re send an email to a bounced ID We can re send emails to Soft Bounces only Hard Bounces are permanently unsubscribed To re send emails to Soft Bounces first re subscribe them from the Unsubscribed Contacts in the Contacts menu Sort contacts by Type by clicking on the column header Select only soft bounces B to re subscribe 10 Should we manage unsubscribers manually LeadFormix Email Module will automatically delete unsubscribers from all your current and future email lists to ensure that emails don t get se
7. ave doubts contact your ESP for clarifications e You must include your physical mailing address in your emails e The email must be identified as an advertisement You don t have to put it in the subject but your email content must contain the name of the business and or other identifying information showing that the email is commercial in nature e You cannot harvest email addresses from web sites directories membership databases or any other service website that prohibit taking of email addresses You may not guess at email address for example send to every info domain com email to send mass emails e Do not send emails to Generic Email addresses like info sales customerservice webmaster help support from EmailForce1 It is important to maintain an open and transparent communication with your ESP Inform your ESP immediately if you hear of any complaints either from your email receivers or ISPs so proper action can be taken immediately to ensure email deliverability and to retain your email sender reputation LeadFormix Confidential r 2 9 Weve BLeadFormix Formal Abuse Complaints As a premier email infrastructure provider LeadFormix takes abuse complaints very seriously Complaints are remediated by the Anti Abuse team and follow up includes opting out the recipient from any future sends notifying the customer of the abuse complaint and working with the customer in order to i
8. footer of my email content The customization code might have got added by an un intentional click on the Personalization Tags Go to the Edit mode by simply delete the customization code BASIC FIRSTNAME that might have got added How to edit an already saved email campaign Click on Manage Campaigns select the email campaign to be edited and click on Edit How to add more contacts to an existing mailing list Click on Manage Mailing Lists select the specific mailing list and click on Add Contact How to edit existing contact details Click on Manage Contacts search for the contact to be edited select it and click on Edit A new window opens where you can edit the details then click on Submit and close the window What time zone is considered while setting up the scheduled campaigns Your local time zone is considered If you want to schedule for another time zone then correspondingly adjust the time such that it goes out at the correct time for the target time zone Report Queries 1 Why don t I see previous email campaign reports The reports page displays the reports of only the latest campaigns In case you are looking for a specific report search for the reports by selecting a campaign or by selecting a specific date range How are opens calculated Opens are calculated using a 1 px image embedded with the message When the LeadFormix Confidential LeadFormi
9. il Address First Name Last Name Phone Mobile Number Contact Address Comments Job Title and other Company information Click on Personalization Tag to select the code LeadFormix Confidential LeadFormix HTML Merge Fields k Basic Tags close bod le Email Address SBASIC EMAILS Country BASIC COUNTRYS Personalization Tag First Name BASIC FIRS THAMES Comment BASIC COMMENTS Last Mame SBASIC LASTNAMES Postal Code BASIC POSTAL CODES Select Links to track a Phone BASIC PHONES Title BASIC TITLES don Tracked Links Mobile ABASIC MOBILES Department BASIC DEPARTMENT street Address WBASICSTREET_ADDRESS Industry S BASIC INDUSTRY S e Add Email Subject e Totrack the URLs select the Links in Non Tracked Links amp move them to Tracked Links using the Arrow Buttons Tracking will not work for re directed links The pages tracked must have LeadFormix code on them Select Links to track Hon Tracked Links Tracked Links hto Away leacdtorcel com http leacdtorce com martoons e Select Default Opt Out Instructions e Select Forward to your Colleague e Save the campaign e Preview Campaign e Click on Test Campaign to check the Spam Score e Send Test Emails by providing email addresses separate by commas Customized content will not be displayed in the test emails e Click on Next to select a mailing list or to create a new
10. mprove their list quality Frequently Asked Questions FAQs A Mailing List Queries 1 My mailing list does not get uploaded imported Ensure that the spreadsheet is saved as CSV Comma Delimited Check the column headers if they are in the approved format like Email and NOT Email ID 2 Only 60 of my mailing list is imported and when I check the mailing list see 0 contacts are added Check your spreadsheet and delete any characters like Also delete email ids with accents or diacritic marks Delete additional spaces if any after or before an Email ID or in any of the cells that contain data 3 Where can l access Unsubscribe and Bounced IDs In the Email Campaigns dashboard click on Unsubscribed Contacts in the Contacts menu 4 lunsubscribed by mistake how do re subscribe my email id Click on Unsubscribed Contacts in the Contacts menu Locate your email ID You can sort the lists alphabetically by clicking on some specific column header like Email First Name etc Select your email ID and click on Re Subscribe 5 What is a bounced email In general a bounce is an email that was returned to the sender because it cannot be delivered There could be several reasons for bounce like Bad Mailbox Bad Domain etc 6 What are the reasons for bounced email There could be several reasons for bounce like No answer from host Routing errors Bad connection Bad domain Bad m
11. nt to them Email Campaign Content Template Queries 1 I don t see the images in LeadFormix Email Module when I copy the source code or upload the file Check if the image URLs are complete Use fully qualified links or the full path for images lt img src images logo jpg gt may look fine on your internal servers but it won t render externally 2 don t see the images when receive the email in my Inbox Make sure you click on Display Images Below when you receive the email Image rendering also depends on the Email Service Provider being used some do not display images by default There is dependency on the rendering engine to auto download the images and will depend on the User s Email Settings 3 Is Campaign Title the Subject Line of the Email No Campaign Title is the text that best describes the purpose of your email campaign or the version of email template or your target audience LeadFormix Confidential 10 2 LeadFormix Can customize the From email id Yes you can put in any from email id e g your own id The email recipients will see the emails as coming from that id Can the From Email amp Reply to Email be changed after the campaign has been saved Reply to Email can be changed From Email cannot be changed in case you need to change the From Email set up a new campaign have created a Text Email and a name gets inserted in the header or
12. ou can Open Download a CSV file with details of errors like Duplicate entry Subscriber already exists Unsubscribed id or Invalid email id Duplicate entries if any will be deleted by default while importing a list Contact list Creste List Import Contacts 2 Add List amp Contacts gt Mote Choose csw file with contacts information Column tithes can be the following name variant first name first_name last name variant surname last_name lastname company email variant e mail phone variant landline mobile variant cell city state street pincode variant zipcode country tithe department industry Case insensitive New List Title IMPORT CONTACTS Delimiter f Browse Import File Total in File 100 Successful Import 7 Duplicate Entries 1 Error Le oe ae 100 be C Add Contacts from Existing Lists Select Existing Mailing Lists to combine them into a New Mailing List D Add Contacts from Existing Contacts Select Existing Contacts to combine them into a New Mailing List You can sort the data by First Name Last Name Company or Email ID To sort alphabetically click on the column header Clicking again on the same column header will sort the list in the reverse order Z A Select All the Contacts Before Clicking on Add Contact Contacts Create Mailing List To Add New Contacts or to Delete Contacts from a mailing
13. t or future mailing lists The suppression list may include email addresses or the domain names of the companies to be unsubscribed Forward to a Friend LeadFormix Email Module has a Forward to a Friend option in the email and the number of forwards is mentioned in the Email Campaign Report Daily Report Daily report feature allows users to subscribe to a summary report with the status of email campaigns To subscribe to Daily Reports click on Settings in your LeadFormix account Select EF1 Settings and select the option for Daily Report LeadFormix Confidential LeadFormix Monitoring Email Campaigns What our Clients need to know Here are a few points that must be kept in mind when you want to run an email campaign e All emails have to comply with the CAN SPAM Act of 2003 e Nomass mailing is allowed for any email campaign including lead generation emails An option to Unsubscribe or Opt Out has to be present in all Email Campaigns Emails sent to Opt In lists will however be not considered as mass mailing e You must not be deceptive in the header return email address domain name IP address or the subject line e You must give a method for the recipient of the email to opt out or unsubscribe from your list or from receiving any future emails from you You must process their opt out within 10 business days You must maintain this opt out list e Maintain good email list hygiene practices If you h
14. uttons bullets numbering hyperlinks change background font and font color etc E Source 0 la i D it tte ee P go fe aw 2 amp fol 4 ER a os Bi Ue x iE E F222 BEF BOA SOL Sivles Normal A1 Fant i Size A A fa I 2 To insert images in content click on the Image Icon LeadFormix Confidential i 3 LeadFormix Image Properties E Image info Link Upload Advanced URL i To upload images you can add the Image URL ipnwwiscoet cums MABES i and Click OK Alternative Text Preview idth To upload images from your local computer click a C Height 175 Upload and Browse for the image file Click on Send it to Server and click OK The image will Border HSpace be uploaded on LeadFormix server VSpace Align notset v To hyperlink select the text to be linked Click on the Link button and select amp link type like URL or Email Add the URL or Email ID and click OK PS Redirected links cannot be tracked Add the actual web page links Also make sure that the Landing Pages have LeadFormix code in them Link eS LinkiInfo Target Upload Advanced Link Type URL iv Protocol URL CZ To remove hyperlink select the text to be unlinked Click on the Unlink button The following steps remain common for both Text and HTML templates e Customize content with recipient s Ema
15. x client opens the message this 1 px image is downloaded and the client is understood to have opened the email If downloading of images is not enabled by default image downloads are not enabled then opens can t be ascertained So the open numbers are conservative and can potentially be higher than the number indicated 3 What are single page and multi page clicks If email recipient visit only one page on your site by clicking on the mail sent out to them then all such users are considered under single page If email recipients click on more than one page then it s considered under multipage clicks 4 How can subscribe to daily email reports You can subscribe to a summary report of email campaigns In your LeadFormix account click on Settings select EF1 Settings and select the option for Daily Report You will receive a mail report with the updated email campaign statistics 5 Can compare email reports Yes select 2 reports and click on Compare This feature provides a comparison on Open Rates Click Rates Bounce Rate and Unsubscribe Rate for the campaigns It also calculates the averages across all the selected campaign reports LeadFormix Confidential
16. y information Adding some personalization makes the email appear like a one on one messaging and helps to build the prospects interest in your product service Schedule an Email Campaign LeadFormix Email Module provides the flexibility to set up an email campaign select a list but send emails at a future point in time A notification email will be sent when the campaign starts and ends Preview a Mailing List amp Delete Contacts for a Specific Email Campaign only You can choose to delete specific contacts for a specific email campaign without having to delete them from the mailing list This feature is helpful when sending a follow up email to only those who did not respond open the email click on the links in the email Time Spent on Phases of Interest LeadFormix tracks all the Phrases of interest and the time spent on each phrase These phrases relate to specific pages on your website This provides information on the most visited or most popular based on time spent pages on your website Global Unsubscribers LeadFormix Email Module automatically removes unsubscribed contacts from the entire database An unsubscribed contact cannot be added in any of the future mailing lists they will deleted by default from the new mailing lists LeadFormix Confidential LeadFormix Suppression List LeadFormix Email Module gives you the option to upload your list of unsubscribers so that they are removed from any of your curren
17. you wantto use Text Templates Create your own template Use existing templates Graphical ee Create your own template Use existing templates LeadFormix Confidential LeadFormix o For Text Templates Content can be added manually or by Text Only Template importing a txt file Notepad Campaign Title TEXT TEMPLATE Type or Copy Paste Text or Import from Text file C Documents and Setingsiedmin Browse Lmt Fie Email Subject Text Email Template o For HTML Graphical Templates Content can be added by importing an HTML file Click on Browse select the HTML file and click on Import File Create your own Template Import a template if you have already created or just start creating your own template in the editor Campaign Title Upload HTMLFile Type or Copy Paste Text or Import from HTML Campaign EAnewsletter 0601 2010 html Browse Limet Me j OR Content can be added by copying HTML code from either an Online HTML template or an Offline HTML file Online HTML Templa te File Edit View History Bookmarks Pe l l Toolbars Open the file in a browser Firefox and click on View o P aea and click on Page Source dena 6 Most visi Jal E p stop Est Copy the entire Source Code from the page that opens i i Reload Ctrl R D q Td Ctrl A then Ctrl C Daren Page Style d Character Encoding d LeadFormix Confidential LeadFormix File Edit

LeadFormix Email Campaigns Module

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