EPiServer Mail 4.4
Contents
1. 15 Message Settings tab 8 N NewamalllB rs teresa CU ees 7 8 O Optimize for spam filters 8 P Preview HTML in Web browser ll Preview Send tab iia ds 10 R Remove active content tags 8 S SEES AS zb dett bgt sk ot Dit aec 7 Sent mailings Le Lun suem ts de deberet ag 12 Show Hide Link Statistics 12 SUDJEEL ais ia 8 T Text Content tab i ip a 10 V View Restrictions 10 O EPiServer AB Index 17 18 User Guide for EPiServer Mail 4 4 O EPiServer AB2. EPiServer CMS page to your recipients HTML Editor When you create a mailing that contains HTML text it is possible to enter variables in the HTML editor that personalize the message e g to have every recipient name automatically pasted into each distributed message EPiServer Mail supports use of up to 20 variables Enter a variable into your mailing by selecting the appropriate attribute from the Attributes drop down list Further information about variables can be found under Import Standard Recipient List on page 14 EPiServer AB Send a New Mailing Note The HTML editor is an easy way to create an HTML message However to ensure that all tags and formatting remain in the final output as intended it may better to use the Text Editor 0 HTML Editor URL EPiserver CMS Text Editor HTML Content 2 494968 c 82 a B I U A Tahoma size normal TE Attributes ee 9 a 100 Jobe xis Words 0 Characters 0 ili a URL Select URL in the Choose HTML Source section 2 Entera specific Web address for the content by selecting the URL button and entering the appropriate URL Click Fetch to make sure that the URL you request is available with content Choose HTML Source O HTML Editor URL OlcPiServerCMS Text Editor http www episerver com Newsletter1 EPiServer CMS The content from a page on the Web site can also be used in the newsletter Select EPiServer CMS in the C
3. a file Click Export Clicks and select to open or save the file Link Report Delivery Report Mars 2009 Wednesday March 04 2009 Praesent tortor risus porta eget lobortis eget pulvinar et lorem Sed non lorem ac lectus solicitudin interdum Vestibulum malesuada enim nec suscipit vestibulum libero eros iaculis ae tellus Mauris ullamcorper Suspendisse urna nunc facilisis nec porta vitae varius sit amet mauris Phasellus ante enim aliquam sed cursus at bibendum volutpat magna Mauris nisl Aliquam sit amet urna quis augue placerat viverra Integer nec mauris sit amet ante molestie consequat Quisque bibendum nulla eget libero Donec tincidunt lacinia mauris Aenean turpis ante viverra vel porttitor id malesuada vel metus Praesent purus libero molestie non aliquam non ullamcorper id enim Ut dictum est in leo Morbi mollis ultricies odio Curabitur interdum magna res EL tion of EPiServer CMS delivers additional time moneysa res for companie HS nity is growing Dieter Schmutz from az Solutions in Switzerland is member number 5000 ist EC Web site 2008 EPiServer in the Media aifend vaefiulim lan nisl annuale time eit amat dictum tartar O EPiServer AB Review Sent Mailings 13 Delivery Report Tab The Delivery Report tab displays pie charts and Line Dalvery Report graphs visualizing the most important statistics Export Opened Export Boun
4. executed This enables you to build powerful information or marketing campaigns Main Functionality With EPiServer Mail you can deploy an e mail communication initiative from any location all you need is Internet access One of the main advantages of EPiServer Mail is that you create your e mails directly from your EPiServer CMS environment which is already in place for your external Web site intranet extranet or your EPiServer community This way content is only produced once and reused in multiple channels saving time and resources and improving quality It also ensures that traffic is driven to the Web site Some of the major functions in EPiServer Mail are e Fast creation of mailings and other recurring e mail communication efforts Send any Internet page to multiple recipients Send mailings to an unlimited number of recipients Detailed statistical data in real time An unlimited number of recipient lists How Does EPiServer Mail Work EPiServer Mail is a powerful software for distribution of e mails and newsletters It is built to handle very large numbers of e mails or newsletters and consists of a client part EPiServer Mail Editor and a server part EPiServer Mail Service The client part is described in this User Guide In the client part the message is created and the distribution is set and initiated Then there is an order e mail with advanced Meta data sent to the dedicated EPiServer Mail mass distribut
5. EPISERVER MAIL Release 4 4 Copyright This user guide is protected by the Copyright Act Changes to the contents or partial copying of the contents may not be made without permission from the copyright holder The manual may be freely distributed in its entirety either digitally or in printed format to all EPiServer Mail users EPISERVER User Guide for EPiServer Mail 4 4 Last saved 7 March 2009 O EPiServer AB Table of Contents 3 Table of Contents INTRODUCTION 5 WHAT IS EPISERVER MAIL lunet ppa pi s 5 Main Euricti nallby vuoi he bn Re o Drei IRE OR EE IE VR equi qum 5 How DOES EPISERVER MAIL WORK lisse 5 A DC 5 Further Reference us uae oed oce a E qid oder bad doll ete ER or Ere oe aee 6 GETTING STARTED 7 MANE EET EE ARTO Saat EUR LEER 7 SEND A NEW MAILING 8 MESSAGE SETTINGS TAB css cre ARA AW be Fe A PERE RET 8 HTML CONTENT TAB r n itus roues a bxc ub ed x ea ew eal e s 8 ET MIEEGItOTE toe uoto rd ctt attore RA rete itta o etes 8 URL a A AS e A da Gees 9 EPISERVER EMS rra DA t dildos 9 Text Editor hs A A A Pf ASA a ben s 9 TEXT CONTENT TABS cec tne rete eer NT hie epee dan ed Sint eaten eae Fwd 10 URIu senate A E UR Vid Res 10 EPiServer GMS cra ted pl ale e e ena boe e ae Nox aia oem UR ede AAA o lin Ht 10 Text Editor tii dt da a a 10 PREVIEW SEND TAB 3 12 ae re e DR RDS fre dg r dur fe Bayes meade are das 10 REVIEW SENT MAILINGS 12 MAILING STA TISMESO 24 AS A O e e ts e es its Ja e
6. can choose to go back to your current message send a new message or choose any of the options in the main menu O EPiServer AB 2 User Guide for EPiServer Mail 4 4 Review Sent Mailings All statistics for sent mailings in EPiServer Mail are saved and it is possible to look at them in real time and see for example how many recipients have read the e mail or how many have clicked on a particular link The sent mailings view has a search interface where you can search by section recipient list subject and the date when the message was sent o The clock icon indicates that a message has been scheduled to be sent Hold the cursor over the icon to see the scheduled date and time for the mailing Sent Mailings Section Global y From ia Redpientlist Any To un Any v Recipient List Recipients Opened test 3 11 2009 Andreas list 2 2 0 0 x test 3 11 2009 Andreas list 2 2 0 0 x Hej alla alada 3 11 2009 Andreas list 2 2 0 0 x Mailing Statistics Click the name of one of the listed mailings to open the Mailing Statistics window which consists of the Link Report and Delivery Report tabs Link Report Tab The Link Report tab allows link statistics to be visualized with markers showing how many clicks have been made to each link Click Show Hide Link Statistics to show and hide the link statistics for the mailing It is also possible to export a list of who has clicked which links as
7. ced as well as options to export lists of the people Delivery Statistics TU IB Une Bounced 0 Bill unknown 3 who have opened the message and the addresses that bounced it Export information on opened and bounced messages by clicking Export Opened or Export Bounced and selecting to open or save the file Opened per day WI O EPiServer AB 14 User Guide for EPiServer Mail 4 4 Managing Recipients Recipient lists can be imported and exported from and to external applications All recipient lists are displayed as shown below with information about list creation date and the number of recipients it contains The Standard source is for sources imported from text or XML files into EPiServer Mail Other sources such as EPiServer Community or EPiServer CMS may be available depending on your installation Manage Recipients Source Standard hd Name oflist My recipient list Section Annas Demo Import File C Desktop out txt Browse xml or txt Name Created Recipients Annas recipient list 3 4 2009 3 x Import Standard Recipient List EPiServer Mail can import E mail address lists from XML and CSV text files semi colon separated CSV files The most common way to import e mail lists is from Microsoft Excel When you import e mail addresses from Microsoft Excel the file needs to be saved in a specific format according to below The first row is a
8. ctions of members in EPiServer Community The e mail addresses can be saved to a static list or to a dynamic list Message Bounces Send to Selected EPiServer Mail List Name AAA Section Global List Type 9 Dynamic D Static Managing Recipients The EPiServer Mail server collects information about emails that bounce The information is delivered with Web Services to the sender It is up to the sender to decide action on e mail addresses that bounce For example if an address bounces more than two times it can be removed from that specific recipients list O EPiServer AB 15 16 User Guide for EPiServer Mail 4 4 O EPiServer AB Index A Account statistics A AA 7 Add parameters to redirected links 8 C ENE ra a 14 D Delivery Report tab 13 E EPiServer CMS Edit mode 7 EPiServer Community 5 Export Bounced 13 Bportt Click erts nm t Pe ire Net 12 Export Opened 13 H TIME Contenttab 5 sce coe 8 ML Editor aii er rien rn 8 I Import recipient list 14 NTOdUCION creo ns 5 L Link Reporttab arius i eroe 12 M Mall a 5 Mailing statistics 12 METRE PEE 7 Manage Sections 8 Managing recipients 14 Messages caca at di as 5 Message Bounces
9. header row and is not imported into EPiServer Mail The first column is always used as the e mail address It is possible to import a list that consists of only one column with e mail addresses In the example above there are additional columns with variables such as first name last name and title These variables can be used for different needs and are used to personalize each e mail sent from EPiServer Mail EPiServer Mail handles up to 20 variables for each recipient list For further information about designing your own personalized messages see the Developer s Guide for EPiServer Mail on EPiServer World A 8 c D 1 E mail Name Sur Name Title 2 JemailAQn L Andreas Stjemstr m Partner Manager 3 emailB netstar Gustav Lagercrantz CEO 4 Elvis Presley The King 5 JemailD domain com Tiger Woods Golf Pro L6 Save the Excel sheet as a csv file semi colon delimited and make sure that the file has the format UTF 8 If it is not possible to make sure that the csv file is in UTF 8 format open the file with a regular text editor such as Notepad and save the file again making sure that the file is in UTF 8 format O EPiServer AB Save E mail Addresses from the Search Result If you use EPiServer Community it is possible to save e mail addresses from the search results in User Management within EPiServer Community directly to EPiServer Mail This option makes it easy to send bulk e mail or newsletters to different sele
10. hoose HTML Source section 2 Click Browse and browse to the page that contains the content to be used in the newsletter Choose HTML Source O HTML Editor URL EPiServer CMS Text Editor Selected page My Image Galleries 11 Text Editor Select Text Editor in the Choose HTML Source section and enter the text that you want to be included in the mailing EPiServer AB 9 10 User Guide for EPiServer Mail 4 4 Text Content Tab In the Text Content tab you enter the text that you want to be displayed for the recipients if their e mail clients do not support HTML You can select to either write the message in a text editor select to send an EPiServer CMS page or to send a URL that is automatically shown if the recipients e mail client does not support HTML URL Select URL in the Choose Text Source section M Enter a specific Web address for the content by selectiong the URL button and entering the appropriate URL Click Fetch to make sure that you URL you request is available with content Choose Text Source 9 URL EPiServer CMS Text Editor http www episerver com T extNewsletter EPiServer CMS The content from a page on the Web site can also be used in the newsletter Select EPiServer CMS in the Choose Text Source section 2 Click Browse and browse to the page that contains the content to be used in the newsletter Choose Text Source OURL O EPiServer CMS Text Edit
11. ics to view the statistics for the EPiServer Mail account Manage Sections Select Manage Sections to create sections Sections are a way of grouping lists and giving rights to specific editors EPISERVER ere f saa Step 10f4 Mailing Settings HTML Content Text Content Preview Send Structure Favorites My Tasks Mail Community E aa Source EPiServer Community Search x Section Global Recipient list Alla i London Sender name RelatePlus Demo Sender e mail address no replyGepiserver com Attributes Subject E Optimize for spam filters Add parameters to redirected links Y Remove active content SCRIPT APPLET OBJECT EMBED FORM tags O EPiServer AB 8 User Guide for EPiServer Mail 4 4 Send a New Mailing It is easy to compose and distribute mailings to your target group from the New Mailing window which contains four tabs with settings that need to be entered before you can distribute your mailing Message Settings Tab In the Recipients group box select where the recipient list should come from and which recipient list to use Read more about this under Managing Recipients on page 14 2 Select which section the mailing should be created for New sections can be created by clicking Manage Sections from the left pane 3 The predefined information in the Header group box can be changed before sending a mailing Enter a subject fo
12. ion servers The servers distribute the e mails and newsletters without disturbing or absorbing important power from the sender s IT environment Real time statistics for each distribution is available instantly Glossary Mailing A mailing is an e mail sent at one time to multiple addresses by a sender Message A message is an e mail message sent to one address Recipient A recipient is the e mail address receiving the mailing O EPiServer AB Introduction 5 6 User Guide for EPiServer Mail 4 4 Further Reference The following manuals can be found on EPiServer World http world episerver com for further reference EPiServer CMS Editor s Manual EPIServer CMS Administrator s Manual EPiServer Community User Manual EPiServer Mail Developer s Guide O EPiServer AB Getting Started 7 Getting Started Main View When you have successfully installed EPiServer Mail and logged into EPiServer CMS Edit mode the Mail tab is visible in the left pane The main view consists of the following menu options New Mailing Select New Mailing to create select and initiate the distribution of newsletters or e mails to your target group Sent Mailings Select Sent Mailings to view sent mailings Statistics and results from each mailing are also displayed here Manage Recipients Select Manage Recipients to select and import lists of recipients Account Statistics Select Account Statist
13. or Selected page Newsletter Plain text 73 Text Editor Select Text Editor in the Choose HTML Source section and enter the text that you want to be included in the mailing Preview Send Tab In the Preview Send tab you can view the message content and all settings before actually sending or scheduling to send your message Select when you want to send the mailing in the NA OSendnow Schedule 3 12 2009 11 48 AM m Send section Select Send now if you want the mailing to be sent immediately when you click Send It is also possible to schedule message to be distributed for specific day and time This Newsletter 1 2009 feature is convenient when you want the mailing Sender e mail address news Bepiserver com to be sent when you are not able to click Send erem EPiServer Newsletter 1 2 yourself such as during holidays or special events 2 Click View Restrictions to view the mailing restrictions on the EPiServer Mail account O EPiServer AB Send a New Mailing II Preview the HTML content in your Web browser by clicking Preview HTML in Web browser Note that your Web browser may not accurately represent the design that recipients will see when opening the message depending on different e mail client software Edit any content of the tabs in the mailing by clicking Edit When you are satisfied with the content click Send After sending your message you
14. r the mailing in the Subject field The information entered in these fields is displayed for the recipients when they receive the e mail Step 1of4 Mailing Settings HTML Content Text Content Preview Send_ Source Standard hd Section Global nd Recipient list Manuals v Sender name EPiServer Manuals News Sender e mail address no reply episerver manuals com Subject Newsletter 1 2009 Attributes ie Advanced Settings Optimize for spam filters Add parameters to redirected links V Remove active content SCRIPT APPLET OBJECT EMBED FORM tags 4 The Optimize for spam filters check box allows you to select whether you want to sacrifice some statistics collection to avoid having your newsletter classified as spam 5 The Remove active content tags check box allows you to select whether you want EPiServer Mail to remove any SCRIPT APPLET OBJECT and EMBED tags in the HTML content This also removes on mouse over and similar attributes from other tags This function can be convenient for instance if using a page published on a Web site where the page template contains these types of tags 6 Select the Add parameters to redirected links check box if you want the information about which recipients have clicked on the links to be sent 7 Continue with the creation of the mailing by clicking the HTML Content tab HTML Content Tab You can either choose to send an URL HTML text or
15. s 12 INK Report Tab eo e ele II o e 12 Delivery Report Taboo 8 t oso ise a ale a t do ae ae da n Bu laeto fe edes 13 MANAGING RECIPIENTS 14 IMPORT STANDARD RECIPIENT LIST 4 iiis 14 ESMAS p 14 SAVE E MAIL ADDRESSES FROM THE SEARCH RESULT 1 15 MESSAGE BOUNGES Lee rhet efr edente er RA E A E e ia Ear 15 INDEX 17 O EPiServer AB 4 User Guide for EPiServer Mail 4 4 O EPiServer AB Introduction What is EPiServer Mail E mail communication is becoming increasingly important As part of the digital marketing communication mix EPiServer Mail is one of the best tools for communicating with your target audience and engaging them in a dialogue E mail communication is fast cost efficient and enables you to distribute personalized content to your audience A well designed e mail must be easy to create and distribute When properly used e mail communication enables you to convey selected topics to your audience and create demand increase brand awareness generate sales opportunities and drive traffic to your Web site It is also an efficient tool for internal information For e mails to create the desired results the communication must be developed directly for the target audience With EPiServer Mail you can easily handle small targeted e mail campaigns or larger mailings You can send the e mails to an unlimited number of recipients personalize the mailings and schedule when the mailing should be
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