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user manual - Zap Email Marketer

1. Yes filter by date subscribed Clicked On Link Yes filter by link Opened Email Campaign M Yes filter by opened email campaign P isible Fields Show These Fields v Email Address J Date Added Email Format Activity Status v Confirmed First Name Location Registered Filter by Custom Fields First Name amp Next gt gt Cancel 6 Configure the Filter by basic details fields e If you want to search for all or part of an email address enter it in the Email address field e If you want to search for contacts configured to receive HTML or Text emails only select the relevant option from the Email format list e If you want to search for contacts who are Confirmed or Unconfirmed only select the relevant option from the Confirmation status list If you want to search for both leave Both confirmed and unconfirmed selected default e If you want to search for contacts who are Active Bounced or Unsubscribed select the relevant option from the Activity status list e If you want to search for contacts who subscribed Before or After a certain date Between two dates or Exactly on a particular date select Yes filter by date subscribed and make the relevant selection in the fields that display Figure 37 Searching Contacts Filter By Date Subscribed IV Yes Filter by date subscribed 2 Select the day and month in the drop down list boxes Enter the year in the fi
2. lt tr gt lt td style padding 15px gt _ lt p style margin Opx padding Opx font family Helvetica color rgb 0 0 0 font size 34px letter spacing 1px font weight normal line height 34px name tid description darkestColor gt Company Name lt p gt lt p style margin Opx pecan Opx font family Arial color rgb 153 153 153 line height 16px font weight bold letter spacing 1px name tid description your company slogan here lt p gt lt td gt lt tr gt font size 14px mediumColor gt Type lt tr gt lt td style padding Opx Opx 20px 15px gt lt StartBlockNoDelete gt lt hi style border bottom 1px dashed rgb 127 156 186 margin Opx padding Opx Opx Spx font family Arial color rgb 102 102 102 font size 18px font weight normal letter spacing 1px display block name tid description darkColor gt Content Block Heading lt h1 gt _ lt p style margin Opx padding 10px 10px 10px Opx font family Verdana font size 11px color rgb 51 51 102 line height 15px gt lt img i r src http iem interspire demo com admin resources email_templates Business Generic 203 20Promotii style border Spx solid rgb 247 247 247 margin Opx 10px 10px Opx padding 1px float left height 119 width 180 gt This is a block of text for your email campaign Enter in your content here To create another block click on the Gre
3. J2 Ge Click this to choose the text color scheme for your document Select a color to change all heading text to a matching color If you choose No color the document s default text color scheme is used If you want to use a color that does not display in the list click More Colors An advanced color picker displays Select the color you want to use or enter its RGB Red Green Blue values and click OK Click this to expand the HTML editor to occupy the full browser window When in fullscreen mode click this icon again to return to windowed mode m funo Click this to undo the last change you made to the document Redo Click this to repeat the last change you made to the document Click this to place the contents of the clipboard into the document at the insertion point e Ifyou want to paste an image or formatted text select Paste If you want to paste text while removing text formatting select Paste as Plain Text If the contents of the clipboard were taken from Microsoft Word select the Paste from MS Word option This removes formatting tags A Find and replace Click this to find and replace specific text The Find Replace window displays Figure 157 The Find Replace Window Find what Find Next Replace with Close Match case Replace Match whole word only Replace All e Enter the term you want to find in the Find what field If you want to replace the text with another term enter i
4. Action l 38 xmas Offer 15 Dec 2008 Predefined Date Immediately After Sf Edit Copy Delete Page 1of1 Back 1 Next Table 20 Viewing Triggers Create a trigger Click this to set up a new trigger event See Creating and Editing Triggers for information on the screen that displays Choose an action Select one or more triggers checkboxes choose an item from the list and click Go to perform the action on the selected trigger or triggers e Select Delete selected trigger s to remove the selected trigger or triggers from the email software Deleted triggers cannot be retrieved Select Mark selected trigger s as active to enable the trigger or triggers Select Mark selected trigger s as inactive to disable the trigger or triggers Choose an action list a Select a box belonging to a trigger before choosing an option from the Select the box at the top of the column to select all triggers Name This displays the name that you assigned to this event trigger This name does not display to the public Created This displays the date on which you created the event trigger Triggered by This displays information about the type of event that sets off the trigger e Predefined date displays if you selected Based on a specific date when you created the event trigger e Custom field displays if you selected Based on a contact s date field when you created the event trigger e Link clicked displays if you selec
5. Note The file that you use should contain email addresses only one address to a line Figure 60 Upload List of Contacts to Remove f T want to Upload a File that contains the email addresses of contacts Browse Y Enter the filepath of the file you want to use or click Browse and locate the file 4 Use the For the contacts above field to specify whether you want to delete the contacts permanently or just mark them as unsubscribed e If you want to delete the contacts permanently select Remove them from my list permanently e If you want to mark the contacts as unsubscribed but keep the contact s details select Mark them as unsubscribed in my list 5 Click Next 6 Ascreen displays with a report of the results You can use this screen to delete more contacts from the list Figure 61 Removed Contact Report Remove Contacts Use the form below to remove contacts From your list You can set their status to unsubscribed or you can delete them From your list permanently 1 email address was removed from the list successfully Next gt gt Cancel Remove Contacts Contacts to Remove want to type the email addresses of contacts into a text box Twant to upload a File that contains the email addresses of contacts For the Contacts Above Mark them as unsubscribed in my list M D Next gt gt Cancel Viewing Suppressed Email Addresses Suppressed email addresses are those to which email ad
6. H9 Field 2 EmailFormat 9 Field 3 Confirmed pf Field 4 Subscribe Date mmidd yyyy Next Cancel 5 Specify a File format e Choose whether to export a CSV file or an XML file 6 Ifyou chose CSV file choose your Export options Note This section does not display if you selected XML file in the File format section Note If you are unsure what to select in this section leave these fields at their defaults e Choose whether or not to Include field headers If you include field headers the first line of your file specifies field headers for example Email Format Status e Specify a Field separator character This is the character that separates pieces of information in the file e Specify a Field enclosed by character If you enter a character in this field the character appears to either side of each piece of information in the file 7 Select the information fields you want to include in the exported CSV or XML file in the Fields to include section 8 Click Next Figure 52 Start Exporting Export Contacts to a File Click the button below to start exporting 3 943 contacts will be exported Please do not close your browser or navigate away from this page while your contacts are being exported Start Exporting 9 Click Start exporting The email software prepares the file Figure 53 Exporting Contacts Exporting Contacts Please wait while we attempt to export your 3 943 conta
7. RR 20 Noy 2007 Demo User View Contacts Add Contact Edit Copy Delete Show Oct 2007 Newsletter gt Subscribers From 19 Nov 2007 Demo User View Contacts Add Contact Edit Copy Delete Product Demo s Website Leads Rename Delete Newsletter A Subscribers From 20 Nov 2007 I Demo User View Contacts Add Contact Edit Copy Delete Website Webcast Attendees A 20 Noy 2007 Demo User View Contacts Add Contact Edit Copy Delete Lo Nov 2007 vlew Contacts Ada Contact Edi Copy Delete Uncategorized p Leads for Sales 7 reer fe i 20 Nov 2007 3 Demo User J View Contacts Add Contact Edit Copy Delete eam By default only one folder exists Uncategorized All your contact lists are in this folder e To create a new contact list group folder click the Add a new folder icon 3 Enter a name for the new folder and click Add The new folder appears at the top of the list Figure 13 Create New Folder Add Folder Enter new folder name Add Cancel e To delete a contact list group folder click its Delete link When you delete a group folder any contact lists contained in the folder are assigned to the Uncategorized folder Note You cannot delete the Uncategorized folder e To rename a contact list group folder click its Rename link Enter the folder s new name and click Rename Figure 14 Rename Folder Rename Folder x Enter new Folder name Rename Cancel Note You cannot rename
8. e You are sending the Following email campaigns Split Test Example Yersion 1 Split Test Example Version 2 You are sending to the following listis o Example Contact List e Your job has been scheduled to run at April 8 2009 8 25 am The split test campaign will be sent to 10 contacts Schedule My Split Test Campaign Cancel 8 Click Schedule my split test campaign when you are ready to send your test 9 The screen that displays next depends on whether or not you have enabled split test scheduling in the Settings gt Cron settings screen e If split test scheduling is enabled the View split tests screen displays see Viewing and Managing Split Tests Waiting to send displays in the split test s Action field The split test will be sent the next time Cron runs split test sending Note This happens even if you selected Send your split test now For this reason it is important that you configure split test scheduling to run frequently in the Settings gt Cron settings screen even if you do not want to schedule split test sending Alternatively you can avoid this issue by turning split test scheduling off if you do not require it e If split test scheduling is disabled a warning displays Click OK Figure 92 Sending a Split Test Warning Important Please Read 4 popup window will now appear through which your split test campaign will be sent Please do not close the window When your split
9. in the field that displays Click Import The HTML editor screen updates to show the new file HTML Editor Overview The HTML editor is divided into three sections Figure 155 HTML Editor Overview Design Tools y gt f ateart dosue X EA G84 jm 2437 6 t n 1 24 92 Oe CompanyName triieeaniy amp shpen heessa Company Name Content Block Heading gt Tags and Tabs e Use Design Tools to control how text and images display import material create hyperlinks and a variety of other tasks See Using Design Tools for more information e Use the Editing Window to control text blocks and image placement and write your email s text content See Using the Editing Window for more information e Use Tags and Tabs to switch between the Editing Window the Source Window and the Preview Window and to show or hide the advanced Design Tools You can also see and select the HTML tags that relate to a selection in the WYSIWYG editor See Using Tags and Tabs for more information Using Design Tools The Design Tools allow you to edit every aspect of your HTML document Note Not all fields are available for all documents Note Not all elements shown here display in Simple mode To view all elements click Complete mode at the bottom of the screen See Using Tags and Tabs Figure 156 HTML Design Tools nby vy 4 W ai wW a mage Es Custom Fields Default Size1 Normal X A y ay
10. Active Active Active Active Active Active o Confirmed Confirmed Confirmed Confirmed Confirmed Confirmed Confirmed Confirmed Confirmed Confirmed onfirmed Contact List s Newsletter Subscribers From Product Demo s Newsletter Subscribers From Product Demo s Newsletter Subscribers From Product Demo s Newsletter Subscribers From Product Demo s Newsletter Subscribers From Product Demo s Newsletter Subscribers From Product Demo s Newsletter Subscribers From Product Demo s Newsletter Subscribers From Product Demo s Newsletter Subscribers From Product Demo s Newsletter Subscribers From Product Demo s Action View view Log Event Edit Delete view Log Event Edit Delete view Log Event Edit Delete iew Log Event Edit Delete View Log Event Edit Delete View Log Event Edit Delete view Log Event Edit Delete View Log Event Edit Delete view Log Event Edit Delete Search Add a contact to my list Choose an action By default this displays All contacts Click the triangular icon to view Contact lists or Segments Figure 30 Contact List and Segment Menu Ww Contact Lists View All f Search Leads for Sales Team Leads From Trade Show Oct 2007 Newsletter Subscribers From Product Demo s Newsletter Subscribers From Website Webcast Attendees Nov 2007 A Segments View All All subscribers that contain com in their email Newsletter
11. Figure 129 Configuring Radio Buttons Create a Custom Field Fill out the Form below and then click Mex gt gt to continue Next gt Cancel Custom Field Details List of Values p m r ti i C4 r ho f Sort Values Alphabetically Next gt gt Cancel Table 29 Configuring Radio Buttons List of values Enter all the options the user may select the user may select only one option Each option has a radio button Sort values Click this to arrange the options from A to Z alphabetically Next Click this to save your changes in this screen and proceed with configuring your custom field Cancel Click this to return to the View custom fields screen See Viewing and Managing Custom Fields Configuring a Date Field This section describes how to configure the screen that displays when you select Date Field in the Create a Custom Field Type and Name screen see Creating and Editing Custom Fields Figure 130 Configuring a Date Field Create a Custom Field Fill out the form below and then click vex gt gt to continue Next gt Cancel Custom Field Details Default Value Display Order First day s sSSSS EZA Display Order Second month i Display Order Third Start Year End Year Next gt gt Cancel Table 30 Configuring a Date Field Default value Enter the date or other text that displays before the user selects anything You may le
12. Note Use this option if you are unsure Also use this option if you don t provide your recipients with the ability to choose HTML or text emails Track open rates Select this to have the email software track the proportion of HTML for html emails autoresponders opened by their recipients Track links clicked Select this to have the email software track the proportion of links in this in this email autoresponder that are clicked by the recipient You can view the results of clicked links in the Statistics gt Autoresponder statistics Embed images as_ Select this to embed the images you send in HTML emails rather than attachments linking to them This allows recipients to view the autoresponder offline but can increase the email size significantly Autoresponder content want to e Select Create the content of my autoresponder from scratch if you do not want to base this autoresponder on an existing template e Select Use a template as the basis of my autoresponder if you want to base this autoresponder on an existing template Figure 106 Autoresponder Select a Template Usea template as the basis of my autoresponder P No Template ustom Email Templates FlowerArt iew Built In Email Templates Business Generic 1 Newsletter Generic 1 Promotion Generic 2 Newsletter Generic 2 Promotion Generic 3 Newsletter Generic 3 Promotion Generic 4 Newsletter Generic 4 Promotion Global Law Newsletter 7
13. button g See Inserting and Editing Images for information on modifying image properties Resizing an Image To resize an image select it and use the handles that display to drag it to its new size or shape Use the handles at the corners of the image s borders circled in orange to resize the image preserving its aspect ratio Use the handles at the center of the image s borders circled in red to reshape the image changing its aspect ratio Figure 178 Resizing Images Manipulating Text and Image Containers The email software s HTML document layouts are based on HTML tables Text and images are placed inside the table cells Use the HTML editor s Edit tab to resize tables add and delete rows and columns You can also right click over a table to display shortcuts to table related design tools see Using Design Tools Figure 179 Right Click Table Paste Paste as Plain Text Paste from MS Word Modify Table Properties Modify Cell Properties Insert Column to the Right Insert Column to the Left Insert Row Above Insert Row Below Delete Row Delete Column Increase Column Span Decrease Column Span Increase Row Span Decrease Row Span Check Spelling Resizing Tables To resize a table click anywhere in the table Use the handles that display to drag it to its new size or shape e Use the handles at the corners of the table s borders circled in orange to alter the table s w
14. view specific contacts From within the selected lists below View all contacts within the selected segments below Select a Contact List s Contact List v all Lists Leads for Sales Team 3 active contacts Leads from Trade Show Oct 2007 7 active contacts Newsletter Subscribers From Product Demo s 3 930 active contacts Newsletter Subscribers From Website 0 active contacts 5 0 active contacts Webcast Attendees Nov 2007 0 active contacts Next gt gt Cancel 2 Choose one of the Search options e Select View specific contacts from within the selected lists below to search contact lists A list of contact lists displays below e Select View all contacts within the selected segments below to search segments A list of segments displays below Select the Contact list s or Segment s you want to search below 4 Ifyou want to search for a contact list or segment enter the list or segment s name in the Type here to search field 5 Click Next WW Figure 36 Searching Contacts Filter and Show Fields Search for Contacts Search for contacts by entering search keywords and changing options in the Form below Learn how to search contacts more efficiently by reading this article Next gt gt Cancel Filter by Basic Details Email Addr Email Format Either Format Confirmation Status Both Confirmed and Unconfirmed yy Activity Status Active x b Date Added
15. Custom Fields Your subscription is now complete Thank you for subscribing to our contact list Your subscription is now complete i HTML Tag lt BODY Edit Source Preview Insert a Custom Field Insert Unsubscribe Link Take the subscriber to an existing web site address Complete mode Thanks Email Options Send From This Name bemoUser tt tti s S S S Q Send From This Email Address femal addrescomn SS amp Send Reply Emails to Jemail address com amp Send Bounced Emails to femail address com Ae Email Subject rou For signing up to our co Thank You Email HTML Al A a4 or BU Zz E Z 5g kL 8 Default z Szet gt Ay gt 3 image Custom Fields Thank you for signing up to our contact list and or contacting us If you have any problems you can contact us by replying to this email HTML Tag lt BODY gt Edit Source Preview Coiote mode Insert a Custom Field Insert Unsubscribe Link Thank You Email Text Thank you for signing up to our contact list and or contacting us amp If you have any problems you can contact us by replying to this email Insert a Custom Field Insert Unsubscribe Link Get Text Content from Editor Next gt gt Cancel Note If you are creating a Send to friend form the Thanks email options do not display the Configuring forwarded email headers section displays See Configuring Forwarded Email
16. Note See the relevant section of this user s guide for information on how to reach the editing screen for each type of HTML or plain text feature You can also validate your email ensuring that it displays correctly in a variety of popular email clients e See Using the HTML Editor for information on the WYSIWYG editor e See Using the Text Editor for information on the plain text editor e See Validating an Emailfor information on checking how you email displays in popular email clients Using the HTML Editor The email software s built in HTML editor is an HTML design tool that allows you to easily create and modify your emails You can use the WYSIWYG editing tool work directly with HTML code and preview your email HTML Source Options In some instances of the HTML editor you have a choice of how to build the HTML document e If you want to use the built in WYSIWYG What You See Is What You Get editor in this page select Create content using the WYSIWYG editor below e If you want to use an HTML file on your computer select Upload a file from my computer Click the Browse button that displays A file upload window displays locate and select the file you want to use and click OK Click Upload The HTML editor screen updates to show the new file e If you want to use a file from a page on the Internet select Import a file from a web site and enter the full URL for example http www examplesite com examplepage html
17. The GUI is divided up into three parts Figure 3 The Email Software Interface at a Glance he Toolbar Heese wet ert I Lmet ones eet renee Ss Ot OE eRe aaa e See The Toolbar for more information on the toolbar e See The Navigation Bar for more information on the navigation bar e The fields that display in the workspace depend on the screen you are currently viewing The Navigation Bar and The Toolbar sections of this user s guide deal with the workspace Recent Activity Log When the recent activity log is enabled see Configuring User Settings a list of the screens you have recently visited displays at the top of your screen Figure 4 Recent Activity Log Recent Activity 38 XMas Offer A demo EA Buy Now and Save 1 Click an item in the recent activity log to jump back to the relevant screen Note The recent activity log is a user specific setting you can turn it on or off for one user without affecting how the interface displays to other users Tooltips and Knowledge Base Links Many objects in the GUI have tooltip icons next to them 4 Place your mouse pointer over the tooltip to see more information about the object Figure 5 Tooltips hk Format Options Would you like to give your contacts the option to choose which format they will receive your email campaigns in Other objects have text links next to them Click these links to see an article from the knowledge base on the subject Figure 6 Kno
18. e om the tam Naht hani ht hand comer ee ee a ee Ay LLLE This is a block of text for your email campaign Enter in waur onntont hore Tn rrosta another hot binck click OG Sond LT Pa Tada tire MSE RPA TSS TE E e HIME Teg lt BODY gt Text Confert Tyoe text into the text box below C Upboad afte from aty computer C troort afis from owed ste Your email client cannot read this email view it online piease go here s4vebversions4 If postie Neen your text to the left of the gary ine daen Ahy Email Validation Check Your Ema for Spam Emal Chart Compachaty Miscellaneous Options activate Ina Canpa zA yar Ihi emal canoa ie actie Arche Emad Campaign R Yes archtee the emal comoagn 4 Serd Pewen from thes nat pen Ser Preven ta tes Enl ooo a O Note If you selected Text only in the previous page the HTML Content section in this page does not display Likewise if you selected HTML only the Text Content section in this page does not display 6 Specify how you want to build the HTML email e If you want to use the built in WYSIWYG What You See Is What You Get editor in this page select Create content using the WYSIWYG editor below e If you want to use an HTML file on your computer select Upload a file from my computer Click the Browse button that displays A file upload window displays locate and select the file you want to use and click OK Click Upload The HTML editor scre
19. select the contact list or lists to which this trigger should apply from the Assign trigger list Based on a Link Being Clicked Select Based on a link being clicked to set off the trigger based on when a contact clicks a link in an email In the first list that displays select the campaign that contains the link The second list contains the target URLs of all the links in the campaign you select Select the required target URL Note When you use this option the email campaign that you select must contain at least one link Figure 117 Activate Trigger Based on Link Being Clicked Based on a link being clicked l Test Campaign bd http Siwy google com v Based on an Email Campaign Being Opened Select Based on an email campaign being opened to set off the trigger based on when a contact opens an email Figure 118 Activate Trigger Based on Email Being Opened O Based on a email campaign being opened Trade Show Follow Up The list that displays contains all the email campaigns currently configured in the email software Select the required campaign The Sending Options Tab This tab displays only when you select the Send an email campaign option in the General settings tab Figure 119 Create a New Trigger Sending Options General Settings Sending Options Trigger Sending Options Send From This Name Demo User Send From This Email Address Send Reply Emails to Send Bounced Emails t
20. 4 If your document has styles defined you can select a Style to have the link display using the selected style 5 Click Insert Link to place the email link in your document Alternatively click Remove Link to return the selected text in your document to its default state Click Cancel to close the Email Link screen without saving any changes The email link displays in the HTML editor Inserting and Editing Images Use the Images screen to insert or edit an image in your document e To insert an image access the HTML editor see Using the HTML Editor Place the insertion point where you want the image to appear then click the Insert or modify an image button j e To edit an image access the HTML editor Select the image you want to edit then click the Insert or modify an image button You can also resize drag and drop images in the editing window See Using the Editing Window Note The email software allows you to use the following image types in your document bitmap bmp graphics interchange format gif JPEG jpg portable network graphics png tagged image file format tif or tiff Figure 161 The Images Screen Images Upload File External Image Browse Go htta Load abl a al e Border booo f Height Vert Space Baseline Style B sd Reset Properties Edit Image Insert Image Cancel Images in your documents must be u
21. 4 Select the Method this form uses e Select None if you do not want to specify the form submission method e Select Get if you want the form content to be transmitted as a URI The form content is added to the URI specified in the Action field using a question mark as a separator For example http www somesite com somefolder examplescript php name val ue e Select Post if you want the form content to be transmitted as a message using an HTTP POST operation to the URI specified in the Action field The message contains the form content in the following format namel valuel amp name2 value2 amp name3 value3 5 Click OK to insert the form or click Cancel to close the Insert form window without saving any changes See Inserting and Modifying Form Fields for information on adding the form fields you require Modifying Form Properties Take the following steps to change the properties of an existing form in a document 1 Inthe HTML editor select the form you want to modify Click the Form functions button and select Modify form properties The Modify form properties screen displays 2 Make your changes to the form The fields that display in this screen are the same as those in the Insert form screen see Inserting a Form 3 Click OK to modify the form or click Cancel to close the Modify form properties window without saving any changes Inserting and Modifying Form Fields Once you have created a form in your H
22. Details First Name h Birthday select lt select lt select lt TH amp Save Save And Exit Cancel 3 Enter the contact s details e Enter the contact s Email address e Select an option from the Email format list If you want the contact to receive HTML emails select HTML If you want the contact to receive plain text emails select Text Note Contacts set to receive HTML emails can also receive text emails e Select a Confirmation status If you want to send a confirmation email to the contact later select Unconfirmed Otherwise select Confirmed 4 Ifthe contact list to which you are adding this contact has additional custom fields enter the required information in the Custom field details section of this screen Note If there are date based custom fields you can add a follow up reminder to your Google Calendar See Creating Google Calendar Follow Up Reminders for information on adding a follow up reminder and see Configuring Google Calendar Settings for information on configuring Google Calendar 5 Click Save to add the contact to the list and enter another contact s details Click Save and Exit to add the contact to the list and return to the first Adda contact screen Alternatively click Cancel if you want to return to the previous screen without saving any contact details Creating Google Calendar Follow Up Reminders If the contact list to which a contact belongs contains
23. Edit Delete Newsletter Subscribers From Confirmed Product Demo s iew Log Event Edit Delet email 1006 domain com 19 Noy 2007 HTML Active Newsletter Subscribers From Confirmed Product Demo s email 1007 domain com 19 Noy 2007 HTML Active view Log Event Edit Delete Newsletter Subscribers From Confirmed Product Demo s email 1008 domain com 19 Nov 2007 HTML Active View Log Event Edit Delete Newsletter Subscribers From Product Demo s EI IERT el pe ERY TSE OE Pea Ed nk gt gt b hipa email 1009 domain com 19 Nov 2007 HTML Active Confirmed iew Log Event Edit Delet Page 1 of 502 Table 9 Viewing Segment Contacts This displays the segment name Click the triangular icon to view Contact lists or Segments Figure 27 Contact List and Segment Menu Ww Fs Contact Lists View All Search Leads for Sales Team L Leads From Trade Show Oct 2007 L Newsletter Subscribers From Product Demo s Newsletter Subscribers From Website Webcast Attendees Nov 2007 amp Segments View All All subscribers that contain com in their email L Newsletter Subscribers from Product Demos that subs L Registerd Web Cast Attendees in New York and Chicago Registered Attendees for Webcast Search Use this to search for contacts in the segment by their email address Enter your search term in the text field and click the Search button Click Advanced search to go to the Contacts gt Search contacts
24. Headers Table 55 Designing a Thank You Page and Email Thank you page options Let me customize Select this option to design the thank you page in the WYSIWYG editor what the page that displays See Using the HTML Editor for information looks like Take the Select this option to redirect the user to another page on the Internet subscriber to an Enter the page s full URL in the field that displays for example existing website http www someite com somepage html address Thanks email options Send from this This is the name of the person from which the thank you email will be name sent This displays the default from name for the contact list you selected If you want to change this name enter the new name in this field Send from this This is the email address from which the thank you email will be sent email address This displays the default from email account for the contact list you selected If you want to use a different email account enter the new address in this field Send reply emails This is the name of the person from which the thank you email will be to sent If a contact replies to your thank you email this is the address to which the reply is sent This displays the default reply email address for this contact list If you want to use a different address enter the new address in this field Send bounced This is the address to which undeliverable emails are sent email to This displays
25. Next Figure 46 Define Field Mapping Import Contacts The fields From your CS File are shown below on the left Choose which contact details they correspond to by selecting them from the list on the right Next Cancel Link Import Fields Email Address Maps to Email Address i Email Format Maps to None at Confirmed Maps to Confirmed Y Ce nni Date mmiddiyyyy Maps Subscribe Date mmidd yyyy zl First Name Maps to Mone z Location Maps to None x Next Cancel 8 This screen allows you to map the fields in the imported file with fields in the email software s contact list The text on the left of the screen displays the fields in the imported file Select the contact list field to which each field should map 9 Click Next Figure 47 Start Importing Contacts Import Contacts Click the button below to start importing your contacts Please do not close your browser or navigate away from this page while your contacts are being imported Start Importing 10 Click Start importing Figure 48 Import In Progress Import In Progress Please wait while we attempt to import the 9 contact record s 6 contacts have been imported so Far 0 contacts have been updated so Far 0 duplicate contacts have been Found so Far 0 contacts have not been imported so far 0 lines contain suppressed email addresses or domains so Far 0 lines contain unsubscribed email addresses
26. Removing a contact From your list cannot be undone Next gt gt Cancel Select a Contact List s Contact List Leads for Sales Team 4 active contacts Leads from Trade Show Oct 2007 7 active contacts Newsletter Subscribers From Product Demo s 3 932 active contact Newsletter Subscribers From Website 0 active contacts s 7 active contacts Webcast Attendees Nov 2007 0 active contacts xe Next gt gt Cancel 2 Select the contact list from which you want to remove contacts Click Next Figure 58 Remove a Contact Define Contacts Remove Contacts Use the form below to remove contacts From your list You can set their status to unsubscribed or you can delete them From your list permanently Next gt gt Cancel Remove Contacts Contacts to Remove 1 want to type the email addresses of contacts into a text box C Twant to upload a File that contains the email addresses of contacts For the Contacts Above Next gt gt Cancel 3 Define the contacts that you want to remove from the list e To enter the contact s email addresses manually select I want to type the email addresses of contacts into a text box Enter the addresses in the field that displays Figure 59 Enter Contact Addresses Manually T want to type the email addresses of contacts into a text box e To upload a list of email addresses select want to upload a file that contains the email addresses of contacts
27. Settings Send From This Name Send From This Email Address Send Reply Emails To Send Bounced Emails To Email Scheduling Settings Send Your Split Test Now Yes send my split test campaign now untick to schedule it for a later time or date Notify Owner About Sending Yes notify the owner of the list s when the sending starts and ends Advanced Settings Optional Yes send the email as multipart t x Send Your Email as Multipart Yes track opening of emails 9 x Track Open Rates For these Emails Yes track all links in the email campaigns amp lt Track Links Clicked in these Email Yes embed images in the content e Embed Images as Attachments Next gt gt Cancel Table 16 Sending a Split Test Test Settings Split test campaign settings Send from this This displays the default from name for the contact list you selected If name Send from this email address Send reply emails to Send bounced emails to you want to use a different name enter the new name in this field This displays the default from email account for the contact list you selected If you want to use a different email account enter the new address in this field This displays the default reply email address for this contact list When a contact replies to your email campaign this is the address to which the reply is sent If you want to use a different address enter the new
28. Tables for more information Form functions Click this to see a menu that allows you to create and modify HTML forms See Inserting and Editing Forms for more information Modify page Click this to see and edit basic information about the HTML properties page See Modifying Page Properties for more information Insert a custom field Click this to insert a custom field Custom fields use variables to include information defined elsewhere Most of these variables are different for each subscriber contact s email address for example You can also define variables that are specific to each contact list See Inserting Custom Fields for more information Font name Select the font family that you want to use for the selected text If no text is selected the change affects the entire paragraph Font size Select the font size that you want to use for the selected text If no text is selected the change affects the entire paragraph Format Select the heading style that you want to use for the selected text If no text is selected the change affects the entire paragraph Font color Select text and click this to assign the color that displays to the text To view a color picker click the triangular icon next to the button Click a color to assign the color to the text If you want to use a color that does not display in the list click More Colors An advanced color picker displays Select the color you want t
29. a website Click this to create a new form See Creating and Editing Forms form Delete selected Select one or more forms in the list and click this to remove the forms from the email software The form or forms cannot be retrieved Select a box belonging to form and click Delete selected to remove the form from the email software The form cannot be retrieved Select the box at the top of the column to select all form This displays the name of the form This displays the date on which the form was created Form type This displays the function of the form Subscription Unsubscribe Modify details or Send to Friend See Creating and Editing Forms for more information on the types of form available Action e Click View to see what the form looks like in a new browser window e Click Get HTML to see the form s HTML code Note This feature is not available for Modify details and Send to friend forms Click Edit to change the form s configuration See Creating and Editing Forms for information on the screens that display Click Copy to create a new copy of the form The new form displays in the list with Copy of appended to the original name Click Delete to remove the form from the email software The form cannot be retrieved Creating and Editing Forms You can create various types of forms in the email software Subscription lets contacts sign up for your emails See Creating or Editing a Subscription Form Unsubscri
30. address in this field This displays the default bounced email address for this contact list This is the address to which undeliverable emails are sent If you want to use a different address for handling bounced emails enter the new address in this field Email scheduling settings Note This section displays only when split test scheduling is enabled To enable or disable split test scheduling click Settings gt Cron settings and configure the Split test campaigns item Send your split test now Notify owner about sending Select this if you want to send the split test campaign immediately Deselect this to schedule a date and time to send the email Select the date month and year in the first three lists and select the hour minute and AM PM in the last three lists Select this if you want to send an email to the list owner when a scheduled campaign starts sending and another when it finishes sending Advanced settings optional My first name custom field is My last name custom field is If your email campaigns use a custom field to define a recipient s first name select it here If your email campaigns use a single field to define a recipient s name select it in this field Note This field displays only when the selected contact list contains custom fields If your email campaigns use a custom field to define a recipient s last name select it here If your email campaigns use a sin
31. are identified in the editor by the pair of percentage symbols to right and left of the variable name For instance if you define a city custom field the variable appears in your document as city Take the following steps to insert a custom field into your document 1 Inthe HTML editor place the insertion point where you want the custom field to display Click Insert a custom field 5 Figure 174 Custom Fields insert a Custom Field w Click a list to see its available custom fields or choose one of the general custom fields shown below General Custom Fields Contact List Name Unsubscribe Link Contacts Email Address Email Confirmation Link Subscribe Date Link to Web Version of this Email Link to Contact List Archive Company Name Company Address Company Phone Number b feads for Sales Team Custom Fields gt feads from Trade Show Oct 2007 Custom Fields b Newnetter Subscribers Fom Product Demos Custom Fields b Newnetter Subscribers From Webstee Custom Fields b Webcast Attendees Mor 2007 Custom Fields The General custom fields that display are standard fields built into the email software General custom fields relating to your company are specific to each contact list For example you can specify different contact phone numbers for different contact lists Define these fields in the Contact lists gt Create a contact list screen or the Contact lists gt
32. autoresponder e Next gt gt Cancel Table 19 Autoresponder Sending Options Autoresponder details Send from this name Send from this email address Send reply emails to Send bounced emails to Email format My first name custom field is My last name custom field is Send to existing contacts This displays the default from name for the contact list you selected If you want to change this name enter the new name in this field This displays the default from email account for the contact list you selected If you want to use a different email account enter the new address in this field This displays the default reply email address for this contact list When a contact replies to your autoresponder this is the address to which the reply is sent If you want to use a different address enter the new address in this field This displays the default bounced email address for this contact list This is the address to which undeliverable emails are sent If you want to use a different address for handling bounced emails enter the new address in this field Select HTML and Text if you want this autoresponder to be sent with both HTML and plain text elements multipart Email clients that can display HTML messages use the HTML element and clients that cannot display HTML use the plain text element Select Text if you want this autoresponder to be sent in plain text only Selec
33. base a trigger on when a contact clicks a link in an email select Based on a link being clicked See Based on a Link Being Clicked Note When you select this option the trigger applies to all contact lists e If you want to base a trigger on when a contact opens an email select Based on an email campaign being opened See Based on an Email Campaign Being Opened Note When you select this option the trigger applies to all contact lists Based on a Contact s Date Field Select Based on a contacts date field to set off the trigger based on a custom date field for example Date of Birth Figure 115 Activate Trigger Based on Custom Date O Based on a contact s date field Leads for Sales Team In the first list that displays select the contact list to which you want to associate this trigger In the second list select the custom date field on which you want to base this trigger Based on a Specific Date Select Based on a specific date to set off the trigger based on the date that you specify Figure 116 Activate Trigger Based on Specific Date Activate This Trigger C Based on acontact s date field C Based ons specific date Fri 3 Apr 2009 A C Based on alink being clicked Based on a email campaign being opened Assign Trigger to Which Contact List s I Leads for Sales Team First click the calendar icon that displays 3 and select the date on which you want to base this trigger Next
34. best performing email will then be sent to the rest of your list later field select the number of Hours or Days after which the email software decides the winning email Note The minimum test time is two hours and the maximum is thirty days For example if you have a contact list of 5000 people select five email campaigns specify a test group of ten percent and a test time of one day each email is sent to 100 people and the winning email is sent to the remaining 4 500 people the next day Save and send Click this to save your changes to the test and send it immediately See Performing a Split Test for information on the screen that displays Save and exit Click this to save your changes to the test and return to the View split tests screen Cancel Click this to return to the View split tests screen without saving your changes Performing a Split Test To send a split test to members of your contact lists 1 Click Email campaigns in the navigation bar then click View split tests Click the relevant split test s Send link Alternatively while creating or editing a split test click its Save and send button see Creating and Editing Split Tests 2 The first screen that displays allows you to specify to whom you want to send the test Figure 88 Sending a Split Test Send a Split Test To send the selected split test start by choosing who you want to send it to From the options shown below Next gt gt Ca
35. campaign This displays the name of the email campaign name List name This displays the name of the list with which this email campaign is associated This displays the date and time at which the campaign started sending Date finished This displays the date and time at which the campaign completed sending Recipients This displays the number of contacts to whom the email campaign was sent Unsubscribes This displays the number of contacts who subsequently unsubscribed from the contact list using the link in the email Bounces This displays the number of emails sent in this campaign which could not be delivered Action Click View to see detailed statistics about the campaign See Viewing Detailed Email Campaign Statistics Click Export to save a campaign s statistics as a CSV Comma Separated Value file See Exporting Statistics Click Print to select the campaign s statistics you want to print view a preview of the printed document and send the print job to your printer See Printing Statistics Click Delete to remove a campaign s statistics from the email software The statistics cannot be retrieved Viewing Detailed Email Campaign Statistics To view detailed statistics about an email campaign click Statistics in the navigation bar then click Email campaign statistics Click a campaign s View link Note See Using the Detailed Statistics Screens for further information on these screens The Detailed email campaign statis
36. can select a Style to have the checkbox display using the selected style 6 Click OK to save your changes and close the window Alternatively click Cancel to close the window without saving any changes Inserting a Radio Button Radio buttons if allow users to select options in a form Use radio buttons when a user may select only one of a range of options When multiple radio buttons in a form have the same Name only one may be checked ata time Note Unlike checkboxes radio buttons cannot be unchecked deselected by clicking on them a second time The only way to deselect a radio button is to select another radio button in the form with the same Name For this reason it is advised to use radio buttons when the user must select one option or another for example Yes want to receive updates or No don t want to receive updates and to specify one of the radio buttons as selected by default use the Initial state list 1 Click the Form functions button and select Insert Radio Button Figure 171 Insert Radio Button Y Enter the required information and click on the OK button to insert a checkBox into your webpage Name Initial Value Initial State Unchecket Style v OK Cancel 2 Enter the radio button s Name Give all radio buttons in the same options list the same Name 3 Enter an Initial value field This value will be returned along with the Name when the form
37. contact receives five soft bounces it is treated as a hard bounce When a hard bounce occurs the contact is deactivated immediately Contact List Segments Segments are sets of contact list members who all fulfil certain criteria For example all members of a contact list whose e mail addresses end in co uk You can use multiple criteria to define segments For example all members of a contact list with two or more children and a household income of over 100 000 The criteria that you can use to define segments depend on the built in and custom fields you use for the contact list This allows you to target the audience for each of your email campaigns with great precision as long as you collect the right information about your contacts For instance a record company promoter ensures that all the people who sign up for his label s email newsletter give their age and location This means he can later target an email campaign inviting recipients to a label party in a Manhattan nightclub to the right segment of his contact list those who are over 21 years old and live in New York Segments can belong to a single list or span multiple lists Contact List Groups You can arrange your contact lists into groups for ease of access Each group of lists is contained in a folder see Managing Contact List Group Folders You might want to arrange contact lists into groups if you have a variety of lists that derive from different source
38. control panel not the email subject line Type This displays the type of test e Split test displays if you selected Find a winning email and show me the results when you created the test The campaigns are sent to the whole contact list in equal proportion and the winner is displayed to YOU e Best performing displays if you selected Find a winning email then send it to my list automatically when you created the test The campaigns are sent to a small part of your contact list and the winner is automatically sent to the rest of the list Created This displays the date on which the test was created Last sent This displays the date on which the test was last performed If the test has never been performed Not sent displays Action e Click Waiting to send to see when a scheduled test will be sent The View scheduled email queue screen displays see Viewing Scheduled Email Campaigns Note This option displays only when a test is scheduled and has yet to be sent e Click a test s Pause link to stop sending the test Click its Resume link to begin sending the test again Note These options display only when a test is currently being sent e Click a test s Send link to perform the test Note Before you send Best performing tests you need to enable Split test campaigns in the Settings gt Cron settings screen Click a test s Edit link to make changes to the test See Creating and Editing Split Tests for information on the screen th
39. creates contact records for each entry e A contact signs up at your website The email software creates the contact record Contacts are arranged into contact lists Each contact must belong to one contact list See Contact List Overview for more information You can also arrange contacts using segments lists of contacts in one or more contact lists that share certain criteria See Creating Editing and Viewing Segments for more information Each contact has a contact record that contains information about the person it represents When you create a contact list you specify the types of information you want to hold by selecting the fields for the list All contact records in a list have the same fields There are two types of field built in and custom You can define custom fields yourself using the Custom fields gt Create a custom field screens The minimum required information for a contact is e Email address required to send emails e Email format HTML or text required so that users with text only email clients are not sent HTML emails e Confirmation status confirmed or unconfirmed required so that you can use double opt in confirmation When you use double opt in confirmation users who sign up to your contact list receive an email to confirm that they want to join Note Double opt in confirmation is not mandatory However it is strongly recommended that you use it in order to avoid sending potentially unwanted
40. fet Reet Oran Lint fee fe te Veet Peewee 4 l uw ai 8 9 OU 5 9 8 3 jp tenet tre dd dake lt td Goch Tet gt lt p ate We 1 cf o na P Piperi aafe 5 so J asejeisim ui Ja font oira t gt af la m e E Tien E y text Test the page into which you placed the form in a web browser Figure 216 Subscription Form in a Web Page _ Sign up for travel dea CJ _ J i pi l P l oe y fam Ji het ey R ae i v _ World Without B Sign Up for Our Newsletter COTE a Get all the latest travel deals sent address Preferred Format HTML gt straight to your inbox W Newsletter Subscribers From Website E Webcast Attendees Nov 2007 Seam X 48h88 v coe a Contact Lists 7 With access to the Internet test the form e Make sure that you are able to sign up to the list and that the correct confirmation or thank you screen displays by entering the required information using an email address to which you have access If you chose double opt in confirmation test that the link in the email you receive works correctly e When you attempt to sign up to the list but do not include a required field a warning should display Make sure that required fields are actually required by attempting to sign up without entering one of the required fields Repeat the test for all required fields e Force an error by entering an incorrect CAPT
41. gt lt TD gt lt TABLE gt TBODY gt lt TR gt lt TD gt lt P Led Source Preview Pimple role Preview Complete mode e Click Simple mode to go to simple mode The following design tools are available Figure 186 Simple Design Tools B AY BU Iii 8 i Size1 e amp Custom Fields e Click Complete mode to go to complete mode The following design tools are available Figure 187 Complete Design Tools amp JL Custom Fields Using HTML Tags When you click a section of your email document in the WYSIWYG editor click the Edit tab a variety of HTML tags display beneath the edit window Figure 188 HTML Tags HTML Tag lt TR gt lt TD gt TABLE lt TBODY gt lt TR gt lt TD gt lt TABLE gt lt TBODY gt lt TR gt lt TD gt lt TABLE gt lt TBODY gt lt TR gt lt TD gt lt P gt a ae a a ee The tags that display are those that affect the element you select For example if you select a piece of text in a table cell that is part of a table in the body of the HTML the tags that display are those that define the cell the table row the table column the table itself and the body Note Tags that display with a stylesheet class name for example span myClass have a style applied to them Use the HTML tags to precisely select HTML elements for editing This is particularly useful when tags are nested and selection with the mouse is difficult
42. in this field to display as asterisks select Password in the Type field Otherwise select Text 6 If your document has styles defined you can select a Style to have the field display using the selected style 7 Click OK to save your changes and close the window Alternatively click Cancel to close the window without saving any changes Inserting a Text Area A text area is a text field with multiple lines in which a user may enter data 1 Click the Form functions button and select Insert Text Area Figure 167 Insert Text Area 9 Enter the required information and click on the OK button to insert a text area into your webpage Name Initial Value Character Lines width Style OK Cancel 2 Enter the field s Name This is displayed next to the user entered value when the form content is returned 3 Ifyou want text to display in the field before the user enters anything enter the text in the Initial value field 4 Specify the Character width if required 5 Enter the number of lines of text to display the text area s height in the Lines field 6 If your document has styles defined you can select a Style to have the field display using the selected style 7 Click OK to save your changes and close the window Alternatively click Cancel to close the window without saving any changes Inserting a Hidden Field A hidden field is a form field that does not display on the screen bu
43. let your customers sign up for your newsletter or emails Note You can design forms in the email software and then paste the HTML directly into your web pages You can also put some kinds of forms into the emails you send out There are three ways to add contacts to a contact list by inputting them manually one by one by uploading a CSV Comma Separated Value file with multiple contacts information or by having contacts fill out a form on your website Note You can output a CSV file from many database and spreadsheet applications Microsoft Excel for example When you upload a CSV file to the email software you can specify how it should populate the contact list with the information in the file Templates Use HTML and plain text templates to form the basis of your email campaigns Templates make your emails attractive and promote your brand identity Either use the templates included with the email software which are designed specifically to display correctly in all popular email clients or design your own using the email software s fully featured HTML development editor and plain text editor Email Campaigns and Split Tests Email campaigns are the emails that you send out from the email software to the people on a contact list Email campaigns are based on an HTML or plain text template and are sent to members of a contact list You control when you send email campaigns you can send them at the click of a button or
44. list of email campaigns sent to this list li e Click View contacts to see a list of the contacts belonging to the contact list See Viewing Contact List Contacts Click Search contacts to search for contacts in the selected list The Contacts gt Search contacts gt Next screen displays Click Add contact to add a new contact to the selected list The screen that displays is the same as the Contacts gt Add a contact gt Next screen Action Click Edit to configure the contact list The screen that displays is the same as the Create a contact list screen See Creating and Editing Contact Lists Click Copy to create a new copy of the contact list The new list displays with Copy of appended to the original name Click Delete to remove the contact list from the email software Managing Contact List Group Folders To view your contact list groups click Contact lists in the navigation bar then click View contact lists If the folders do not display immediately click the Switch to folder mode icon Figure 12 Contact List Group Folders View Contact Lists Contact lists are used to store details about subscribers or leads which include their email address and other details such as name company age etc Create a Contact List Choose an action id Go ai List Name amp Created 4 Contacts amp List Owner amp Archive Action E Trade Show Leads Rename Delete Leads From Trade
45. match the information you add in the text field e Inthe text field enter the information you want to search for Note Click the add icon to insert another rule to the list or click a rule s delete icon to delete the rule from the list 7 When you have finished configuring your rules click Save The View segments screen displays with the new segment in the list Alternatively click Cancel to return to the View segments screen without saving your changes Viewing a Segment s Contacts To view a list of the contacts belonging to a segment click Contact lists in the navigation bar select View segments and then click the View contacts link next to a segment You can Add a new contact add a contact to the email software Delete selected contact s remove the selected contacts from the email software Update contacts to receive text campaigns change the status of selected contacts allowing them to receive emails in text format Update contacts to receive HTML campaigns change the status of selected contacts allowing them to receive emails in HTML format Update contacts status to confirmed confirmed contacts are those who have replied to a confirmation request email Use this to change the selected contact or contacts to confirmed status Update contacts status to unconfirmed unconfirmed contacts are those who have not yet replied to a confirmation request email Use this to change the selected con
46. misspelled word with the suggested word e Click Ignore to move on to the next word or click Ignore All to finish the spell check e If you want to allow a highlighted word in future spell checks click Add to Dictionary Bold Click this to bold the selected text or if the text is already bolded to remove bolding Underline Click this to underline the selected text or if the text is already underlined to remove the line Italic Click this to italicise the selected text or if the text is already italic to remove the italics Insert ordered list Click this to insert a numbered list If you select paragraphs already in the document and click this the text is converted to a numbered list Insert unordered list Click this to insert a bulleted list If you select paragraphs already in the document and click this the text is converted to a bulleted list Align left Select text in the document and then click this to align the text to the left side of its text box Align center Select text in the document and then click this to align the Y text to the center of its text box Align right Select text in the document and then click this to align the text to the right side of its text box Justify Select text in the document and then click this to align the text to both the left and right sides of its text box Help Click this to see online help for the HTML editor from the email software knowledge base Remove text
47. more split tests checkboxes select an option from the list and click Go to perform the selected action Select a box belonging to a split test before choosing an option from the Choose an action list Select the box at the top of the column to select all split tests Split test name This displays the name of the split test Split test type This displays the type of test e Split test displays if you selected Find a winning email and show me the results when you created the test The campaigns are sent to the whole contact list in equal proportion and the winner is displayed to yOu Best performing displays if you selected Find a winning email then send it to my list automatically when you created the test The campaigns are sent to a small part of your contact list and the winner is automatically sent to the rest of the list Sent to This displays the name of the contact list contact lists or contact list segments to which this test was sent This displays the name of each email campaign that is part of this split test Winner This displays the name of the winning email campaign based on the criterion you selected when you set up the test If no tracking information has been received or all campaigns are performing equally None displays If the test has not yet finished sending Still sending displays Note Place the mouse pointer over the winner s name to see more information Finished sending This display
48. new trigger button e To edit an existing event trigger click Autoresponders in the navigation bar then click View triggers In the screen that displays click the existing trigger s Edit link The General settings tab displays Note If you are editing an existing event trigger additional tabs may also display The General Settings Tab The General Settings tab displays when you create or edit an event trigger Figure 110 Create a New Trigger General Settings Create a Trigger 4 trigger activates an action when a specific event occurs such as sending a birthday email on a contacts birthday or adding a contact to a new list when they click a link Save Cancel General Settings Trigger Details Name Your Trigger Activate This Trigger Based on a contact s date field C Based ona specific date C Based on a link being clicked C Based on a email campaign being opened Trigger The Actions Sendan email campaign Add the contact to an additional contact list Remove the contact From the contact list that they are in When Triggered Iv Yes this trigger is active Save Cancel Is Trigger Active Table 21 Create a New Trigger General Settings Name your trigger Enter a descriptive name for this event trigger This name displays only in the configuration interface and not to your contacts Activate this trigger Select the type of event that should set off this trigger and configure th
49. or impossible When you select a tag all the elements the tag affects are highlighted in the editing window Remove tag and Edit tag links appear in the right of the screen Figure 189 Remove and Edit HTML Tags Remove Tag Edit Tag Removing a Tag Click Remove tag to delete the tag The corresponding closing tag is also deleted for instance if you select lt b gt bold text and then click Remove tag the corresponding lt b gt tag is also deleted Note When you delete a tag all other tags between the opening and closing tag are also deleted However text is not deleted Editing a Tag Click Edit tag to change the tag s properties A window appears displaying the opening and closing tags and all code in between Figure 190 Editing a Tag y Change HTML code and click on the OK button to replace i Edit the code and click OK to save your changes and close the window Alternatively click Cancel to close the window without saving your changes Using Tabs The tabs at the bottom of the HTML editor allow you to switch quickly between the WYSIWSG editor the HTML code editor and the email preview window Figure 191 HTML Editor Tabs HTML Tag lt TR gt lt TD gt lt TABLE gt TBODY gt lt TR gt lt TD gt lt TABLE gt lt TBODY gt lt TR gt lt TD gt lt TABLE gt lt TBODY lt TR gt lt TD gt lt P gt Edit Source Preview Simple mode e Click Edit to go to the WYSIWYG ed
50. schedule them to be sent out at a specific point in the future Split tests allow you to discover which version of an email is most effective You can create different variations on an email three versions with different subject lines for example and send them out to your contact list at random in equal numbers The statistics that are returned let you see which version has the highest open or click through rate The email software also supports automatic split testing in which the candidate email versions are sent to only a small proportion of your contact list and the winner version is then sent to the remaining contacts in the list Autoresponders and Triggers Like email campaigns autoresponders are emails based on HTML or plain text templates However autoresponders are sent out automatically at pre defined intervals after a contact is added to a contact list For example you may want to send out one autoresponder as soon as contacts are added to the list Thanks for joining our mailing list and another a month or a year after they join You ve been reading our daily newsletter for 30 days now tell us what you think Triggers are similar to autoresponders but allow you even greater flexibility to automate email and administrative tasks to happen automatically when certain other events occur You can set up date related triggers so that everyone in your contact list receives a Happy Birthday ema
51. scheduled for sending and name email subject the subject line of the email campaign Campaign type This displays the type of email campaign Contact list This displays the contact list to which the email campaign is scheduled to be sent Date scheduled This displays the date and time at which the email campaign is scheduled to be sent Activity status For email campaigns scheduled to be sent at a specific time in the future a timer displays that counts down to the time at which the campaign will be sent Waiting to send displays if the email campaign is scheduled for immediate sending but is yet to be sent The campaign will be sent when the cron job runs Paused displays when the email campaign has been temporarily stopped Complete displays when the email campaign has finished sending Action Click View to see a preview of the email campaign in a new browser window Click Pause to temporarily stop a campaign that is running Click Resume to start a campaign that has been temporarily stopped Click Edit to change the settings of an email campaign See Creating and Editing Email Campaigns for more information Click Delete to remove the campaign or campaigns from the email software The campaign cannot be retrieved Using Autoresponders and Triggers This chapter discusses how to use the Autoresponders menu in the navigation bar Figure 96 The Autoresponders Menu Contact Lists Contacts E Email Campaign
52. screen Addacontact tomy Click this to add a new contact to the email software The screen that list displays is the same as the Contacts gt Add a contact gt Next screen Note When you use this option the contact is not necessarily added to the segment The contact is added to the segment only if it fulfils the segment s criteria Choose an action Select one or more contacts select an option from the list and click Go to perform the selected action Select a box belonging to a contact before choosing an option from the Choose an action list Select the box at the top of the column to select all contacts Email address This is the address to which emails for this contact are sent Date added This is the date this contact was added to the contact list Email format This displays HTML if the contact is configured to receive HTML emails This displays Text if the contact is configured to receive plain text emails Activity status This displays active if emails are sent to the contact This displays unsubscribed if the contact was unsubscribed from the list This displays bounced if emails to this contact have not been delivered and emails are no longer sent to the contact Confirmed This displays Confirmed if the contact has replied to a confirmation request email This displays Unconfirmed if the contact has not yet replied toa confirmation request email Contact list This displays the name of the contact list to
53. see how well it performed using the email software s statistical analysis tools However when you perform a split test you split your contact list into different parts and send a different email campaign to each part Then you can see how well each email performed and select the most effective Split testing is essentially a competition between email campaigns in which the losers are discarded and the winner is used in future campaigns You can select the criteria on which to judge the winner open rate or click through rate and the email software tracks each email s performance and decides the winner Split tests are usually performed on variations of the same basic email campaign not on vastly different emails For example you might split test two emails that are identical except for their slightly different subject lines in order to see which variation is opened most often However you would not split test one email advertising a seasonal discount on store merchandise and another offering a free holiday this would not produce meaningful results The term A B testing suggests a split test must be a competition between two emails However this is not the case with the email software which allows you to create tests using any number of emails This means that you can perform highly detailed and efficient split tests that compare multiple email variations simultaneously Manual and Automatic Split Testing The email softw
54. so far 0 lines contain bad data so Far ink Sy ee When the process is complete a screen displays with a report of the results Figure 49 Contact Import Report Import Contacts The contact import has been completed successfully 7 contacts were imported successfully 0 contacts were updated successfully 0 contacts contained duplicate email addresses 0 contacts are unsubscribed 0 contacts are suppressed from joining this contact list 0 contacts contained bad data 0 contacts were not imported successfully Exporting Contacts To a File Take the following steps to export contacts to a CSV Comma Separated Value or XML Extensible Markup Language file Note You can export all contacts from a list or multiple lists or export only contacts who match certain criteria 1 Click Contacts in the navigation bar then click Export contacts to a file Figure 50 Export Contacts To a File Export Contacts to a File copy of your contact list can be exported to a CS file that you can download to your computer Please choose which contact list you wish to export From Next gt gt Cancel Search Options I Want Co Export all contacts in the selected contact list C Export specific contacts from within the selected contact list Select a Contact List s Contact List rd all Lists Leads for Sales Team 4 active contacts Leads from Trade Show Oct 2007 7 active contacts Newsl
55. steps to build a plain text document 1 Inthe editor scroll down to the Text content section Figure 192 Create a Custom Document Text Content Text Content Type text into the text box below Upload a file from my computer Import a file From a web site Your email client cannot read this email To view it online please go here swebversions Insert a Custom Field Insert Unsubscribe Link Get Text Content from Editor 2 Specify how you want to build the text document e If you want to use the built in text editor select Type text into the text box below e If you want to use a text file on your computer select Upload a file from my computer Click the Browse button that displays A file upload window displays locate and select the file you want to use and click OK Click Upload The text editor screen updates to show the new file e If you want to use a file from a page on the Internet select Import a file from a web site and enter the full URL for example http www examplesite com examplepage html in the field that displays Click Import The text editor screen updates to show the new file 3 Edit the text manually e If you selected Type text into the text box below enter the text you want to send Alternatively click Get text content from editor at the bottom of the screen to paste the text from the HTML editor into the plain text editor e If you selected Upload a file from my comp
56. the scompanyaddress variable in your emails to this list Note Configure this field and use the 3 companyaddress3 variable in your emails to adhere to the CAN SPAM act Company phone Enter your company address This is used when you add the number companyphone Variable in your emails to this list Note Configure this field and use the 3 companyphone variable in your emails to adhere to the CAN SPAM act Bounce account details Process bounced Select the checkbox to process bounced emails see Bounced Emails emails Note If you do not process bounced emails your server is in danger of becoming blacklisted due to repeated attempts to email unavailable accounts Bounce email If you selected the Process bounced emails checkbox enter the IP server name address or hostname of the server you want to use to process bounced emails Bounce email user Enter the username for your account on the email server you use for name processing bounced emails Bounce email Enter the password for your account on the email server you use for password processing bounced emails IMAP email Select the checkbox if the account on the bounce server is an IMAP account Internet Message Access Protocol account Deselect this if the account is a POP3 Post Office Protocol version 3 account Use extra mail Select this if you need to configure the bounce email server account settings further The following fields display Do not valid
57. the Uncategorized folder e To move a contact list into a group folder drag and drop the contact list into the required folder e To remove a contact list from a group folder drag and drop the contact list into the Uncategorized folder e To view a group folder s contact lists click its Expand icon Note When you drag a contact list onto a group folder it expands automatically e To hide a group folder s contact lists click its Collapse icon Viewing Contact List Contacts To view a list of the contacts belonging to a contact list click Contact lists in the navigation bar select View contact lists and then click the View contacts link next to a contact list You can e Add anew contact add a contact to the contact list Delete selected contact s remove the selected contacts from the email software e Update contacts to receive text campaigns change the status of selected contacts allowing them to receive emails in text format e Update contacts to receive HTML campaigns change the status of selected contacts allowing them to receive emails in HTML format e Update contacts status to confirmed confirmed contacts are those who have replied to a confirmation request email Use this to change the selected contact or contacts to confirmed status e Update contacts status to unconfirmed unconfirmed contacts are those who have not yet replied to a confirmation request email Use this to change the sele
58. the email campaign If you have not yet sent the email campaign Not sent displays Email format This displays the format of the email campaign e If the campaign is configured to send HTML emails only HTML displays e If the campaign is configured to send plain text emails only Text displays e If the campaign is configured to send both HTML emails and plain text emails HTML and text displays Active A icon displays if the email campaign may be sent A icon displays if the email campaign may not be sent Archive A icon displays if the email campaign is automatically archived on the email software server A icon displays if the email campaign is not automatically archived on the email software server Action Click View to see a full screen preview of the email campaign Click Send to select a contact list and send the campaign to the contacts in the list The screens that display are similar to the Send an email campaign screens see Sending Email Campaigns Click Resend to try sending an email campaign again This option displays only when an email campaign that you sent previously failed to send completely Click Edit to update the campaign The screens that display are similar to the Create an email campaign screens see Creating and Editing Email Campaigns Click Copy to create a new copy of the campaign The new campaign displays with Copy of appended to the original name Click Delete to re
59. time period you want to view from the drop down list If you select Custom select the start and end dates in the fields that display Figure 152 Detailed Statistics Custom Date Range mal Date Range Custom Go 1 z Jan 7 2007 X To 1 bd Jan Y 2007 y e Beneath the graphical representation of the information in the screen is a list of all the relevant records represented in the pie chart or timeline Use this list to see each individual record Figure 153 Detailed Statistics Individual Records Email Address Date Opened 4 Opened Email As amp email 2268 domain com December 12 2007 3 08 pm HTML Email email 735 domain com December 12 2007 3 06 pm HTML Email email 1454 domain com December 12 2007 3 04 pm HTML Email e Some screens contain a list box that allows you to refine the statistics in the screen For example you can see information on all links clicked by recipients or select a specific link to see statistics Select the option from the list then click Go Figure 154 Detailed Statistics Refine Lists View stats For all links co Editing HTML and Text The email software provides a full featured WYSIWYG What You See Is What You Get HTML editor including an HTML code editor and preview function as well as a plain text editor Use these editors to create and modify templates emails autoresponders and other HTML and plain text features
60. to see information about the number and percentage of links in this email campaign that were clicked by their recipients as well as the average number of clicks per email and the most popular link in this campaign You can also see which individual recipients clicked a link and at what date and time Bounce statistics Use this tab to see information about the number and percentage of undeliverable emails in this campaign as well as the number of hard bounces and soft bounces You can also see the type of bounce hard or soft for each bounced email the exact reason that the email was not delivered and the date and time at which the bounce occurred Note Hard bounces are emails that were not delivered because of a permanent reason for instance the email account does not exist whereas soft bounces are emails that were not delivered for a temporary reason for instance the recipient s inbox was full Unsubscribe statistics Use this tab to see information about the number of contacts who have unsubscribed using a link in this email campaign You can also see the email address of each contact the date and time at which the contact unsubscribed and the month with the greatest number of contacts unsubscribing Forwarding statistics Use this tab to see information about the number of contacts who have forwarded this email campaign to their friends Viewing Split Test Statistics To view statistics about the split tests you
61. ve done this your subscription will be complete Go Back zi HTML Tag lt BODY gt Edit Source Preview Complete mode Insert a Custom Field Insert Unsubscribe Link Take the subscriber to an existing web site address Confirmation Email Options Send From This Name Send From This Email Address Send Reply Emails to Jemail address com Send Bounced Emails to femail address comn Y Email Subject Con irm yo rsu bscrip ion Confirmation Email HTML a A GA g Bt P 33 2 Lb Default z Szet gt Ay a image Sl Custom Fields FPICdsSe CULIINIIE YUL SUUSLI IP UUI D iil Thank you for subscribing to our newsletter To finalize your subscription please click on the confirmation link below Once you ve done this your subscription will be complete Please click here to confirm your subscription or copy and paste the following URL into your browser o oCONFIRMLINK Yo HTML Tag lt BODY gt Edit Source Preview Complete mode Insert a Custom Field Insert Unsubscribe Link Thank you for subscribing to our newsletter Confirmation Email Text To finalize your subscription please click on the confirmation link below Once you ve done this your subscription will be complete CONFIRMLINK S Insert a Custom Field Insert Unsubscribe Link Get Text Content from Editor Next gt Cancel Table 54 Designing a Confirmation P
62. web ate our email client cannot read this email View it online pleaze go here tvebversionts Stop receiving these emeile tsungubser ibe linkss toe i P hg reer Note If you selected Text only in the previous page the HTML Content section in this page does not display Likewise if you selected HTML only the Text Content section in this page does not display 8 Specify how you want to build the HTML autoresponder e If you want to use the built in WYSIWYG What You See Is What You Get editor in this page select Create content using the WYSIWYG editor below e If you want to use an HTML file on your computer select Upload a file from my computer Click the Browse button that displays A file upload window displays locate and select the file you want to use and click OK Click Upload The HTML editor screen updates to show the new file e If you want to use a file from a page on the Internet select Import a file from a web site and enter the full URL for example http www examplesite com examplepage html in the field that displays Click Import The HTML editor screen updates to show the new file 9 Customize the HTML email using the editor See Using the HTML Editor for more information 10Customize the text email using the editor See Using the Text Editor for more information 11Check that your autoresponder will not be marked as spam by a recipient s email client Click Check your email for spam Not
63. which email campaigns are scheduled to send and when lL want to send an email blast to my list Email Campaigns Overview Email campaigns are the emails you send out to your contacts Each email campaign you plan create and send out transmits an email based on an HTML or plain text template or both to each of the addresses stored in the contact list you select see Using Contact Lists Archiving Email Campaigns When you archive email campaigns all emails sent to a contact list are available on the Internet and can be viewed by campaign recipients in the contact list In order to set this up you must archive the email campaigns click the Archive field in the View email campaigns screen or use the Create an email campaign screen see Creating and Editing Email Campaigns You must also include a link to the archive using the s mailinglistarchives variable in the email campaigns you send to the contact list Activating Email Campaigns Only email campaigns that are activated may be sent This means that an administrator can assign specific permissions to different users that allow one user to design a campaign and another to authorize it Split Testing Email Campaigns Split testing also known as A B testing is a scientific method of testing your email campaigns effectiveness using statistical analysis When you perform a normal campaign send you send one email to your whole contact list You can then
64. which this contact belongs Action Click View to see information about the contact The Contacts gt View contact screen displays Click Edit to modify the contact s information The Contacts gt Edit contact screen displays Click Delete to remove the contact from the email software Using Contacts This chapter discusses how to use the Contacts menu in the navigation bar Figure 28 The Contact Lists Menu s View All Contacts View or search For contacts across all of your lists a Search Contacts Search For contacts across all of your lists and segments pay Add a Contact Type the details of a new contact into a form and add them to your list 25 Import Contacts From a File Upload a file from your computer containing a list of contacts or leads B Export Contacts to a File Export contacts from one more lists to a file which you can download Remove Contacts Unsubscribe or permanently remove contacts From your list Ay Email Suppression List Suppressed emails remain in your lists but won t receive emails A Suppress an Email or Domain Add an email address or domain to the suppression list Contacts Overview A contact is a person to whom you send email campaigns Contacts can be added to the email software in one of three ways e You manually create a contact record and input the information yourself e You import contacts from a CSV Comma Separated Value file The email software
65. you have set up your hyperlink click this to place the link in your email document Remove link If you are editing a hyperlink click this to remove the link The plain text remains in your email document Click this to close the Link screen without saving any changes Creating Pre defined Links Alternatively use one of the Pre defined Links to allow the recipient to take action related to the email software Table 45 The Link Screen Pre defined Links Link to Contact List Use this link to allow a user to see all the emails that have been sent to Archives this contact list in the past This option uses the mailinglistarchive variable Web Version of Email Use this link to allow a user to view the HTML version of this email stored on the email software server in their default web browser This option uses the webversion variable Unsubscribe Link Use this link to allow users to remove their email addresses from the contact list This option uses the unsubscribelink variable Specifying Window Type If you want to specify the type of window in which the link opens select an option in the Target Window field The HTML code displays in the field to the left Table 46 The Link Screen Target Window Options None No HTML Select this if you do not want to specify the type of window in which the link opens Same frame _self Select this to have the link open in the same window as the Original email If th
66. you manage contacts manually upload or download a file of contacts and manage suppression lists Note The email software uses CSV Comma Separated Value files to upload contacts Many common applications such as Microsoft Outlook and Excel can export CSV files Note Suppression lists contain email addresses to which emails are not sent even though the address remains on the contact list Email Campaigns Click this to see a menu that allows you to view create and send email campaigns perform split tests and view scheduled emails Note Scheduled emails are emails you have configured the email software to send out at a particular point in the future Autoresponders Click this to see a menu that allows you to create view and edit autoresponders and triggers Note Autoresponders are emails that are sent out automatically after a certain event for example as soon as a contact joins your list Triggers are similar to autoresponders but allow you even greater flexibility to automate email and administrative tasks to happen automatically when certain other events occur Custom Fields Statistics Click this to see a menu that lets you create view and edit subscription form custom fields Note By default subscription forms contain only Email Address and Contact Format plain text or HTML fields Custom fields help you gather more information about your contacts when they join your list Click this to see a menu that l
67. Active if the user may log into the email software and send emails This displays Inactive if the user exists in the system but may not log in or send emails User type This displays the user s privilege level See Configuring User Permissions for more information Action Click View to see detailed statistics about the user See Viewing Detailed User Account Statistics Viewing Detailed User Account Statistics To view detailed statistics about a user account click Statistics in the navigation bar then click Contact list statistics Click a contact list s View link Note See Using the Detailed Statistics Screens for further information on these screens The Detailed contact list statistics screen displays at the Contacts snapshot tab Figure 143 Detailed User Account Statistics User Account Statistics Emails Sent View a summary for user Demo User Statistics Snapshot User Summary Chart User Created November 19 2007 8 57 am E Opened 75 Bounced 4 208 User Last Logged In October 7 2008 10 26 pm K Unopened 21 i Bounced 4 Contact Lists 7 Unopened 21 1 068 Autoresponders Created 6 Last Email Campaign Sent November 21 2007 3 14 am Email Campaigns Sent Emails Sent Total Opens Total Unique Opens Opened 75 Total Bounces The following table describes the tabs in this screen Table 42 Detailed User Account Statistics User account Use this tab to see statistics ab
68. CHA security code for example to ensure that the error page displays correctly 8 When you are happy with the form s appearance and operation upload the page to your website Configuring Google Calendar Settings Use the Google Calendar settings screen to configure each user s Google Calendar account settings Take the following steps 1 Click User accounts in the toolbar then click the Google calendar settings tab Figure 227 Create User Google Calendar Settings Enter your Google Calendar details below and all date fields when viewing editing contacts will appear with an icon that allows you to add a follow up reminder to your calendar Google Calendar Details Google Calendar Username Google Calendar Password Test Login Save Cancel 2 Set up this user account s Google calendar settings e Inthe Username field enter the name with which the user logs into Google Calendar e Inthe Password field enter the password associated with the above username 3 Click Test login The email software checks the login details you entered and displays a dialog box that lets you know if they are correct or incorrect 4 Ifthe details are correct click Save
69. Click Next The autoresponder editor displays Figure 107 The Autoresponder Editor Create Autoresponder Erte tne cortert of your suboresponde in the bom below Ckik the Save amp Dat Sutton amen you we Irished Autoresponder Details Emad Subiect HTA Covey Text Content Email Validation lech Your Emai far Sow trial Chert Comostivty Preview Your Email Campaign Daa g thy pam Por ts 281i wus 8 iF gioect inei Create contert using the WYSIWYG edtor belo C Upos a lhe from fey cored C import o Me trom 5 web ate 2 2 i Lb u Curiam Fiektt Compary Tagirre In this amp Graece detraxit elaboraret Mutat modus suavitate et his at ius etiam discere a moderates Diam deserunt inimicus duo ad cum ro Mutat modus suavitate convenire consetetur in vis nulle yortus definivonem Graece Getraxit elaboraret ut eos eos ec his at wus etiam Sscere moderabus Diam Geserunt ewnicus duo ad cum no convernsve consetetur in vik Ma yocibus Gefinitionem wo More ex Graece detracto an orate populo consequat his Putent iuvaret oportere gam id Molestie diss ntiet per in urm AO Of to docendi salutatus An diam dolore postea vis mea id dolor laboramus At sit vocent perfecto puto argumentum ne vix E krom fowwewyv szc mal dira tence co ewhantsc ar HTML Teg lt POOT gt ee Type tmt np ihe text box belhs C Uptosd afia from my computer C logewt a fie from a
70. Ctrl C on your keyboard Website Form HTML Code lt Do not modify the NAME value of any of the INPUT fields font size l4px background color 46444D border 3px solid 000000 padding l10px 3 Select the code in the Website from HTML code section and copy it CTRL C Note Bear in mind the warning included at the top of the HTML Do not modify the NAME value of any of the INPUT fields the FORM action or any of the hidden fields e g input type hidden These are all required for this form to function correctly 4 In your web development application s HTML code editing window paste CTRL V the code into the required location Note If your web development application requires that you copy files from the email software do so Figure 214 Paste HTML into Web Development Application a fat edie the MARE vali of ey of the TOPIT ficiis ie FSR alee ai ary OF Che Makha Tiekde eg byuk iia w wii ee Giy Cote O PawtLin away 5 Check align and modify the form in your web development application s WYSIWYG or text editor Note When you edit the form remember that its styles are defined in the form code and are not inherited from your page or CSS If you want to change the appearance of text modify the form code bearing in mind the earlier warning against modifying other aspects of the form Figure 215 Edit Form in Your Web Development Application re Cat w Beet Matty lee O Be Arete
71. Event Edit Delete Page 1 of 501 Table 5 Viewing Contact List Members This displays the contact list name Click the triangular icon to view Contact lists or Segments Figure 16 Contact List and Segment Menu Ww Contact Lists View All Search Leads for Sales Team L Leads from Trade Show Oct 2007 Newsletter Subscribers From Product Demo s Newsletter Subscribers From Website Webcast Attendees Nov 2007 ke Segments View All All subscribers that contain com in their email L Newsletter Subscribers from Product Demos that subs L Registerd Web Cast Attendees in New York and Chicago Registered Attendees For Webcast Search Use this to search for contacts in the list by their email address Enter your search term in the text field and click the Search button Click Advanced search to go to the Contacts gt Search contacts screen Addacontacttomy Click this to add a new contact to the contact list The screen that list displays is the same as the Contacts gt Add a contact gt Next screen Choose an action Select one or more contacts select an option from the list and click Go to perform the selected action rr Select a box belonging to a contact before choosing an option from the Choose an action list Select the box at the top of the column to select all contacts Email address This is the address to which emails for this contact are sent Date added This is the date this contact
72. Figure 82 Send an Email Campaign Report Send an Email Campaign To send your email campaign using the scheduled sending system simply click the Scoheciwe My Emad Campaign button below You re email campaign is called Buy Now and Save 15 The subject line of your email campaign is Buy Now and Save 20 Your email campaign will be sent to Leads for Sales Team Tt will be sent to a total of 3 contact s Your job has been scheduled to run at October 3 2008 5 39 am Each email will be about 6 KB in size which totals 18 9 KB for the entire send If your email can t be sent it will be Flagged on the Mew Emad Campaigns page with an option to resend it Schedule My Email Campaign Cancel 8 A screen displays showing a report of the email campaign you are about to send Review the information and click Schedule my Email Campaign to continue Alternatively click Cancel to return to the View email campaigns screen without saving your changes 9 The screen that displays next depends on whether or not you have enabled scheduled sending in the Settings gt Cron settings screen e If scheduled sending is enabled the View scheduled email queue screen displays see Viewing Scheduled Email Campaigns The email campaign will be sent the next time Cron runs scheduled sending Note This happens even if you selected Send your campaign now For this reason it is important that you configure scheduled sending to run frequently in the S
73. However if you keep sending emails to an address that does not accept them there is a danger that your email server could be blacklisted making it much more difficult to send subsequent emails to anybody To avoid this the email software can track bounced emails discover why they were bounced and automatically act by deactivating contact s email addresses The contact s details remain in the list but emails are no longer sent The email software can tell the difference between emails that bounced for temporary reasons a contact s inbox was full for example and those that bounced for permanent reasons the account does not exist for example The email software can then take different action depending on the type of bounce that occurred Cron Cron an abbreviation of chronograph is a program that activates other programs commands and processes at pre determined times and intervals It is a way of scheduling tasks to happen automatically The email software server uses cron jobs to take care of sending out scheduled emails handling autoresponders and bounced emails and a variety of other tasks Event Log The email software s event log isa CRM Customer Relationship Management feature that allows you to see all of your interactions with a contact at a glance Information about email software related events for example each time an email is sent to a contact is logged automatically and you can also manually log all
74. If you want to define a Background color for the cell click the color picker icon amp Alternatively enter a color s hex value fffFFF for instance 4 Enter the Cell width and Cell height if required The Cell width field affects all cells in the same column as the selected cell and the Cell height field affects all cells in the same row as the selected cell 5 Inthe Horizontal Align list select how you want text or images to display in the selected cell e Select Left to have the text or image display at the left hand cell margin e Select Right to have the text or image display at the cell s right hand margin e Select Center to have the text or image display in the horizontal middle of the cell 6 Inthe Vertical Align list select how you want text or images to display in the selected cell e Select None to have the text or image display in its default vertical location e Select Top to have the text or image display at the upper cell margin Select Middle to have the text or image display at the vertical middle of the cell e Select Bottom to have the text or image display at the bottom cell margin 7 Click OK The changes to your cell display in the HTML editor Alternatively click Cancel to close the Modify cell properties screen without making any changes Inserting and Deleting Columns Take the following steps to add a column to a table in a document 1 Inthe HTML editor select a table cell next to which y
75. Options This Autoresponder Should Go to t all contacts in my list with a status of confirmed C Only contacts who match my search criteria below Next gt gt Cancel 3 Enter a name for the autoresponder in the Name this autoresponder field 4 If you want to send this autoresponder to all contacts who sign up and subsequently confirm that they want to receive emails select All contacts in my list with a status of confirmed Alternatively you can send this autoresponder to certain contacts only Select Only contacts who match my search criteria below The following fields display Figure 102 Autoresponder Filter Options Filter by Basic Details Fill in the Fields below to filter contacts You don t have to fill in all fields only the ones you want to filter on Learn more about Filtering contacts Match Email Match Format Match Confirmed Status Confirmed Clicked On Link Yes filter by link Opened Email Campaign Yes filter by opened email campaign amp Filter by Custom Fields First Name Configure the Filter by basic details fields e If you want to send this autoresponder only to contacts with a certain type of email address for example all contacts at hotmail com enter all or part of the email address in the Email address field e If you want to send this autoresponder only to contacts configured to receive HTML or Text emails only select the relevant option from the Ma
76. Remove all emails from the inbox not just bounce emails amp Test Bounce Settings Save Cancel Table 6 Create or Edita Contact List New list details List name Enter the name for this contact list This name appears in the control panel and subscription forms List owner s name Enter the name of the list owner This is the name that appears on emails to this contact list List owner s email Enter the e mail address of the list owner This is the default from address that displays on email sent to this contact list List reply to email Enter the default reply email address for emails sent to this contact list List bounce email Enter the address to which bounced emails from this contact list are sent Notify the list Select the check box to have an email sent to the List owner s email owner every time a contact subscribes to or unsubscribes from the list Custom fields Add these fields to Select the custom fields you want to associate with this list Visible fields Show these fields Select the fields you want to display in the list s View contacts page Company details Company name Enter your company name This is used when you add the scompanyname variable in your emails to this list Note Configure this field and use the 33companyname 3 variable in your emails to adhere to the CAN SPAM act Company address Enter your company address This is used when you add
77. Select text and click this to return the text to its default state formatting Increase indent Select text and click this to increase the space between the text and the left side of its text box Decrease indent Select text and click this to decrease the space between the text and the left side of its text box Subscript Select text and click this to reduce the text in size and drop it below the regular level Superscript Select text and click this to reduce the text in size and raise it above the regular level Insert link Select text then click this to turn the text into a hyperlink The Link screen displays See Creating and Editing Hyperlinks for more information Create email link Select text then click this to turn the text into a link that a recipient can click to send an email to the address that you specify See Creating and Editing Email Links for more information Insert modify anchor Click this to insert an anchor at the insertion point Select an existing anchor and click this to edit the anchor s name A window displays Enter the new Anchor Name and click OK Insert or modify an Click this to upload an image to the email software server and image insert it at the insertion point Select an existing image to edit its properties See Inserting and Editing Images for more information Table functions Click this to see a menu that allows you to create and modify HTML tables See Creating and Editing
78. Subscribers from Product Demos that subs Registerd Web Cast Attendees in New York and Chicago Registered Attendees For Webcast Use this to search for contacts in the segment by their email address Enter your search term in the text field and click the Search button Click Advanced search to go to the Contacts gt Search contacts screen Click this to add a new contact to the email software The screen that displays is the same as the Contacts gt Add a contact gt Next screen Note When you use this option the contact is not necessarily added to the segment The contact is added to the segment only if it fulfils the segment s criteria Select one or more contacts select an option from the list and click Go to perform the selected action Select a box belonging to a contact before choosing an option from the Choose an action list Select the box at the top of the column to select all contacts T Click this icon to see the contact s personal event log Note This icon displays only when a contact has personal event log entries Figure 31 Contact Event Log E op emailt 1000 domain com Conference Edit or Delete Subject Industry Conference Date April 10 2009 2 40 pm Notes Attended trade show conference Phone Call Edit or Delete Subject Phone Call re purchase order Date April 10 2009 2 39 pm Notes Discussed purchasing our product For information on manual event logging see M
79. TML document see Inserting a Form you can insert the form fields you require Click the Form functions button j Select one of the options from the list that displays e Inserting a Text Field e Inserting a Text Area e Inserting a Hidden Field e Inserting a Button e Inserting a Checkbox e Inserting a Radio Button e Inserting a List Box Note To modify an existing form field select the field in the HTML editor Click the Form functions button fq The options that display are the same as before except Insert is replaced with Modify in each option The screens that display when you click the options are also the same Inserting a Text Field A text field is a simple one line field in which a user may enter data 1 Click the Form functions button and select Insert Text Field Figure 166 Insert Text Field Y Enter the required information and click on the OK button to insert a text field into your webpage Name Initial value Character Maximum zz width Characters Y Type Style OK Cancel 2 Enter the field s Name This is displayed next to the user entered value when the form content is sent 3 If you want text to display in the field before the user enters anything enter the text in the Initial value field 4 Specify the Character width if required and enter the maximum number of text characters the user may enter in the Maximum characters field 5 If you want the text
80. View contact lists gt Edit screen for each contact list The other custom fields that display are those you created yourself and are arranged by the contact list with which they are associated Click a contact list name to see the fields with which it is associated If a custom field is associated with more than one contact list it appears in both lists The following table describes the built in General custom fields Table 49 General Custom Fields Contact list name lt Slistname The name of the contact list to which the contact belongs Unsubscribe link SSunsubscribelink A hyperlink recipients can click to remove themselves from the contact list Contact s email S5emai Laddress s The email address to which the email is address sent Email Ssconfirmlink A hyperlink recipients can click to confirm confirmation link that they want to receive your emails Subscribe date S2eubscribedatess The date on which the contact was added to the contact list Link to web 6 owebversion A hyperlink recipients can click to see the version of this HTML version of the email stored on the email email software server Link to contact oomailinglistarchivess A hyperlink recipients can click to see the list archive HTML versions of all emails sent to the contact list to which they belong stored on the email software server Company name scompanynames Your company s name Company SScompanyaddress Your company s address addre
81. ZAP email marketer Software User s Guide T web solutions About This User s Guide How to Use This User s Guide This user s guide describes the email software s Graphical User Interface GUI It shows you how to use each screen in the GUI e Use the Introduction to get a basic overview of the email software e Use the Getting Started chapter to start sending emails right away DISCLAIMER The information in this user s guide is accurate at the time of writing This user s guide is provided as is without express or implied warranty of any kind Neither the manufacturer nor its agents assume any liability for inaccuracies in this user s guide or losses incurred by use or misuse of the information in this user s guide INTRODUCTION This section contains the following chapters Introduction Getting Started Logging In to the Email Software The Email Software Interface Introduction Welcome to the Email Software Congratulations on subscribing to the Zap Email Marketer The email software gives you an unprecedented ability to create manage and automate large scale email marketing campaigns mailing lists and automatic responses Note If you want to start using the email software to send out emails right away see Getting Started Email Software Overview Here s an overview of how the email software works The figure below shows how the email software s most important components interact The re
82. ach screen e Home page see Using The Home Screen e My contacts see Viewing and Managing Contacts e My contact lists see Viewing and Managing Contact Lists e My segments see Creating Editing and Viewing Segments e My email campaigns see Viewing and Managing Email Campaigns e My autoresponders see Viewing Autoresponders e My campaign statistics see Viewing Email Campaign Statistics 4 If you want the email software to remember your Username and Password click Remember my details If you do not want the email software to remember your details leave this box unchecked Note Select Remember my details only when you are the only person with access to the computer you are using NEVER select this on a public computer Failure to adequately protect the details of your contacts may contravene your local data protection laws 5 Click Login If your Username and Password are correct the screen you selected in step 3 displays Note If you forgot your password click the Forgot your password link A screen displays in which you can enter your Username Click Send email An email is sent to the email address you registered with the email software You can click a link in the email to regain access to the email software The Email Software Interface This chapter discusses the email software s Graphical User Interface GUI The GUI lets you control every aspect of the email software The Email Software Interface at a Glance
83. ady 21 Nov 2007 Not Sent HTML and Text view Send Edit Copy Delete Buy Now and Save 20 Buy Now and Save 20 20 Nov 2007 Not Sent HTML and Text vw i end Edit Copy Delete Trade Show Follow Up Did you like our trade show last 20 Nov 2007 21 Noy 2007 HTML view Send Edit Copy Delete 5 E Newsletter October It s Wedding Season So Get Ready 20 Nov 2007 Not Sent HTML and Text view Send Edit Copy Delete Introducing Our Latest Product Introducing Our Latest Product 19 Nov 2007 19 Noy 2007 HTML and Text view Send Edit Copy Delete Table 12 Viewing Email Campaigns Create an email Click this to begin building a new email campaign See Creating and campaign Editing Email Campaigns for more information Create a split test Click this to begin configuring a new split test See Creating and Editing Split Tests for more information Choose an action Select one or more email campaigns select an option from the list and click Go to perform the selected action Select a box belonging to an email campaign before choosing an option from the Choose an action list Select the box at the top of the column to select all campaigns This displays the name of the email campaign Subject This displays the subject of the email campaign This is the text that displays in the email s subject line Created This displays the date on which you created the email campaign Last sent This displays the date on which you last sent
84. age and Email Form display options Let me customize Select this option to design the confirmation page in the WYSIWYG what the page editor that displays See Using the HTML Editor for information looks like Take the Select this option to redirect the user to another page on the Internet subscriber to an Enter the page s full URL in the field that displays for example existing website http www someite com somepage html address Confirmation email options Send from this This is the name of the person from which the confirmation email will be name sent This displays the default from name for the contact list you selected If you want to change this name enter the new name in this field Send from this This is the email address from which the confirmation email will be sent email address This displays the default from email account for the contact list you selected If you want to use a different email account enter the new address in this field Send reply emails This is the name of the person from which the confirmation email will be to sent If a contact replies to your confirmation email this is the address to which the reply is sent This displays the default reply email address for this contact list If you want to use a different address enter the new address in this field Send bounced This is the address to which undeliverable emails are sent email to This displays the default bounced emai
85. ain Report Add Emails Domains to Suppression List 1 email address has been suppressed successfully Save Cancel Suppression Email Domain Details Want to Suppress Contacts From Global Suppression All Lists X Emails or Domains to Suppress C Twant to type the email addresses domains to suppress into a text box C Twant to upload a file that contains the email addresses domains to suppress Save Cancel Using Email Campaigns This chapter describes the Email campaigns menu in the navigation bar Figure 69 The Email Campaigns Menu Contact Lists Contacts Email Campaigns E Autoresponders Custom Fields gll Statistics es c iew Email Campaigns Recent Activity amp demo x Mas O view or edit your existing email campaigns 3 Buy Now and Save 1 E7 Copy of Buy Now an e Hom Eg Create an Email Campaign Create a new email campaign which you P Getting Started Guide can then send to contacts chto QuickLinks gl Contact Activity for the Last 7 Days _ What would you like to do Send an Email Campaign It s easy to get started just Follow the simple Send an existing email campaign to your contact list I want to createaner Use the point and click wizardt gt View Split Tests Send different versions of your email to see which performs better e I want to addorimpo _ Lwanlte 3 Eg View Scheduled Email Queue ie Enter contacts one by one or it 7 See
86. am the split test statistics page Finda winning email then send it to my list automatically amp e Emails will be sent in equal groups to 10 Ps of your list e The best peforming email will then be sent to the rest of your list 8 hours xj later e Results of the split test can be viewed from the split test statistics page Save And Send Save And Exit Cancel Table 15 Creating a Split Test Give your split testa Enter a name for this split test The name only displays in the name configuration interface and not to your contacts Choose which emails Select the email campaigns that you want to include in this test to send Note You can select as many email campaigns as you want Preview selected Click this to see all the email campaigns you selected in the Choose which emails to send list Each email campaign opens in a new browser window Choose a winner Use this field to specify how the winning email campaign is chosen based on e Select Number of people who open the email to choose the email campaign that is opened most often e Select Number of people who click a link in the email to choose the email in which a link is clicked most often the one with the highest click through rate Note When you select this option the email software counts the total number clicks on all links in each email campaign not any one link in particular The kind of test to Use this section to define whether to perform a manual
87. ampaign Generic 1 Newsletter Generic 1 Promotion Generic 2 Newsletter Generic 2 Promotion Business Business Business Business N OND e Fees ore sam oe r Q_ Show Larger Preview Show Larger Preview Q_ Show Larger Preview Generic 3 Newsletter Generic 3 Promotion Generic 4 Newsletter Generic 4 Promotion Business Business Business Business Youtiampnany on ma i TA s hard 1 he toi Q Show Larger Preview GQ Show Larger Preview Q Show Larger Preview GQ Show Larger Preview e To see a template in full screen mode click Show larger preview or click the template s thumbnail icon e To use a template in an email campaign click Email campaigns gt Create email campaign and select the template e To modify a template for later use in an email campaign create a new custom template based on the built in template See Creating and Editing Custom Email Templates Using Forms This chapter discusses how to use the Forms menu in the toolbar Figure 202 The Forms Menu Home Templates Forms w User Accounts Settings Tools Logout Help Youars me View Website Forms Create a Website Form Forms Overview Forms allow members of the public to interact with the email software by signing up to contact lists unsubscribing from contact lists and changing the details stored about them Contacts can also easily forward emails on to their friends using a form e The forms
88. and percentage of triggered emails that were sent but could not be delivered Unsubscribe statistics Use this tab to see information about the number of contacts who have unsubscribed using a link trigger emails Forwarding statistics Use this tab to see information about the number of contacts who have forwarded triggered emails to their friends Contact information Use this tab to see information about the contacts to whom this triggered email has been sent Failed send Use this tab to see information about the number and percentage of triggered emails that could not be sent Viewing Contact List Statistics To view statistics about contact lists click Statistics in the navigation bar then click Contact list statistics This screen shows an overview of your contact lists and some basic statistics about each You can e View an contact list s detailed statistics These include statistics about the domains to which your contacts in this list belong the number of emails sent to this list that are opened the number of links in emails to this list that are clicked the number of emails to this list that have bounced the number of contacts who have unsubscribed from the list and the number of emails forwarded by this list s contacts e Print an contact list s statistics Figure 140 Viewing Contact List Statistics Contact List Statistics Statistics For your contact lists will show you how many people have subscr
89. anual Event Logging For information on automatic event logging and event logging in general see Event Logging Overview Email address This is the address to which emails for this contact are sent Date added This is the date this contact was added to the contact list Email format This displays HTML if the contact is configured to receive HTML emails This displays Text if the contact is configured to receive plain text emails Activity status This displays Active if emails are sent to the contact This displays Unsubscribed if the contact was unsubscribed from the list This displays Bounced if emails to this contact have not been delivered and emails are no longer sent to the contact Confirmed This displays Confirmed if the contact has replied to a confirmation request email This displays Unconfirmed if the contact has not yet replied toa confirmation request email Contact list This displays the name of the contact list to which this contact belongs Action Click View to see information about the contact The Contacts gt View contact screen displays see Viewing A Contact Click Log event to manually add an entry to this contact s event log See Manual Event Logging for information on the screen that displays Click Edit to modify the contact s information The Contacts gt Edit contact screen displays Click Delete to remove the contact from the email software Viewing A Contact To view information about a co
90. are not relevant when creating HTML emails 1 Inthe HTML editor click Modify page properties Figure 173 Page Properties Background Image Background Color fett a Text Color jyoooo00 a Link Color jwoo00ee a OK Cancel 2 Specify a Background image by pasting the image s URL into the field If the image is larger than the HTML browser window it is repeated tiled Alternatively specify a Background color by clicking the color picker icon amp or entering the color s hex value ffffff for instance 3 If you want to change the default Text color or Link color the color of text associated with a hyperlink click the appropriate color picker or enter a color s hex value in the appropriate field 4 Click OK to save your changes and close the window Alternatively click Cancel to close the window without saving any changes Inserting Custom Fields Custom fields allow you to include recipient specific variables in your email campaigns without manually configuring each email This is similar to the mail merge feature available in some word processing spreadsheet and database applications Custom fields use variables that refer to information configured and listed elsewhere The information contained in most variables is different for each subscriber contact s email address for instance You can also define variables that are specific to each contact list Custom field variables
91. are supports both manual and automatic split testing e When you use manual split testing the email software sends the email campaigns you have included in the test tracks each email and lets you view their effectiveness in the Statistics gt Split test statistics screen Manual split tests have no cut off time Figure 70 Manual Split Testing TRACKING DATA TRACKING DATA T 8 ee ee P TRACKING DATA CONTACT LIST STATISTICS Once you have discovered the most effective email campaign it s up to you what you do next You could use the winning email for your next campaign send the winning email to another contact list or perform further split tests on variations of the winning email an example of which is shown in the following figure in order to further refine its effectiveness Figure 71 Multi Level Split Testing Example e When you use automatic split testing the test emails are sent to only a percentage of your contact list s contacts you define the percentage You also define the test s duration The email software sends the test emails and tracks their performance Once the test duration has elapsed the email software declares a winner based on the criterion you selected and automatically sends the winning email to the rest of your contact list Figure 72 Automatic Split Testing TRACKING DATA al Ta TRACKING DATA TRACKING DATA En Wi CE CONTACT LIST Split Te
92. at displays Click a test s Copy link to create a new test with the same properties as the original The new test displays in the list with Copy of prepended to its name Click a test s Delete link to remove the test from the email software Deleted tests cannot be retrieved Note When you delete a test its associated email campaigns are not deleted Creating and Editing Split Tests To create a new split test click Email campaigns in the navigation bar then View split tests Click the Create a split test button To edit an existing split test click Email campaigns in the navigation bar then View split tests Then click the relevant test s Edit link Note This screen allows you to set up your test you can choose the people to whom you want to send it later on see Performing a Split Test Figure 87 Creating a Split Test Create A Split Test 4 split test allows you to send different versions of an email campaign and see which performed better Save And Send Save And Exit Cancel Split Test Settings Give Your Split Test a Name Choose Which Emails to Send Split Test Example Version 1 S A Preview Selected Split Test Example Version 2 Choose a Winner Based on Number of people who open the email 7 The Kind of Test to Run Finda winning email and show me the results amp e Your emails will be sent in equal groups to your entire list e You can then view the best performing email fr
93. ate a custom field 1 Click Custom fields in the navigation bar then click Create custom field Figure 122 Create a Custom Field Type and Name Create a Custom Field To create a custom field start by giving it a name and choosing the type of Field you want to create below Click Afext gt gt to continue Learn about custom fields here Next gt gt Cancel Custom Field Details Custom Field Type Text Field Multiline Text Field Numbers On y Pick List C Checkboxes Radio Buttons Date Field Custom Field Name amp Is This Field Required Yes contacts must Fill in this field to be added to my list Next gt gt Cancel 2 Select the Custom field type e Select Text field to create a field into which the user may enter a single line of text e Select Multiline text field to create a field into which the user may enter multiple lines of text e Select Numbers only to create a field into which the user may enter numerals only e Select Pick list to create a drop down list box from which the user may select an option e Select Checkboxes to create one or more check boxes from which the user may select multiple options e Select Radio buttons to create one or more radio buttons from which the user may select a single option e Select Date field to create a field from which the user may select a date You can limit the years available for selection 3 Enter the
94. ate certificate select this if you do not want to validate the server s SSL Secure Sockets Layer certificate Use this if your server uses a self signed certificate If you are not sure whether your server uses a self signed certificate do not select this Do not use TLS select this if you do not want to use TLS Transport Layer Security to connect to the server If you are not sure whether you want to use TLS do not select this Do not use SSL select this if you do not want to use SSL Secure Sockets Layer to connect to the server If you are not sure whether you want to use SSL do not select this Others enter any other options required to connect to the server Agree to delete Select this if you want to delete emails from the server once you have emails read them If you did not save an email on your computer you will not be able to re read the email Test bounce Click this to test the bounce email account by sending a test email settings 3 Click Save to save your changes Alternatively click Cancel to return to the View contact lists screen without saving any changes Processing Bounced Emails Bounced email processing clears your contact lists of invalid emails see Bounced Emails If you use automatic bounced email processing you do not need to perform manual bounced email processing e See Managing Email Settings for information on configuring default global automatic bounced email settings e See Creating an
95. ate the file and click Open Then click Go to upload the file Go Once you have selected a file to upload the filepath displays in the Upload File field click this to upload the file Upload more files Click this to see two more fields where you can upload more files Click each field s Browse button to select the Upload more images file you want to upload Note The Upload more files button displays in the Links screen and the Upload more images button displays in the Images screen New folder Rename selected file folder Delete selected file folder Preview selected file Download selected file Toggle thumbnails Set image as background Click this to create a new folder for uploaded files on the email software server The current directory path displays above the list A window displays in which you can name the new folder Enter the new name and click OK Select a file or folder and click this to rename the file or folder Note Click a folder s icon to select it A window displays in which you can rename the folder Enter the new name and click OK Select a file or folder and click this to remove the file or folder Note If you delete a folder all files and subfolders within the folder are also deleted Select a file and click this to see a preview of the file A new window opens displaying the file Close the window to return to the Link screen Note This icon displays only in t
96. atistics Click an autoresponder s View link Note See Using the Detailed Statistics Screens for further information on these screens The Detailed autoresponder statistics screen displays at the Statistics snapshot tab Figure 137 Detailed Autoresponder Statistics Autoresponder Statistics Statistics Snapshot Open Stats Link Stats Bounce Stats Unsubscribe Stats Forwarding Stats Contact Information View a summary For autoresponder A Few Tips to Get the Most from Our Widgets Statistics Snapshot Autoresponder Summary Chart Email Subject Second Autoresponder Contact List Newsletter Subscribers From Product Demo s I opened 2 Sent To 4 088 Bounced 1 56 Sent When 24 hours after signup a Unopened 16 Created By Demo User a Bounced 1 Unopened 16 668 Opened 3 364 j 3 364 Unique Opens Bounced 56 Opened 82 3 The following table describes the tabs in this screen Table 36 Detailed Autoresponder Statistics Statistics snapshot Open statistics Link statistics Bounce statistics Unsubscribe statistics Forwarding statistics Contact information Use this tab to see general information about the autoresponder as well as the number of opened unopened and bounced autoresponders You can also see the percentage of autoresponders that were opened Use this tab to see information about the number and percentage of autoresponders that were opened by their recipients You can als
97. ave this blank if you do not want anything to display Display order Select the order in which you want the day month and year to display first second third Start year Enter the earliest year the user may select Enter the latest year the user may select Next Click this to save your changes in this screen and proceed with configuring your custom field Cancel Click this to return to the View custom fields screen See Viewing and Managing Custom Fields Using Statistics This chapter discusses how to use the Statistics menu in the navigation bar Figure 131 The Statistics Menu Custom Fiel ill Statistics Email Campai tatistics view reports for each email campaign you ve sent P Split Test Statistics See how your split tests performed including open and click rates Eg Autoresponder Statistics See statistics For autoresponder emails you ve setup 3 Trigger Statistics View statistics For triggers that you have setup A Contact List Statistics See how your contact lists are growing over time User Account Statistics 4 complete overview of every user in the system including emails sent Statistics Overview Use the statistics screens to view general and detailed information about the email software s various subjects such as email campaigns split tests autoresponders triggers contact lists and user accounts Each screen provides you with a variety of statistical information e See View
98. be lets contacts unsubscribe from your list and stop receiving emails This has the same effect as the unsubscribe link you can add to your emails See Creating or Editing an Unsubscribe Form Modify details lets contacts change the information recorded about them in your contact list See Creating or Editing a Modify Details Form e Send to friend lets contacts forward an email to another person See Creating or Editing a Send to Friend Form Creating or Editing a Subscription Form Figure 204 Example Subscription Form Your email address Preferred Format HTML dfnmxz Subscribe Enter the security code shown Take the following steps to set up or edit a Subscription website form See the corresponding sections for information on how to complete each step 1 Click Forms in the toolbar then Create a website form 2 Select Subscription in the Choose a form type field Configure the other basic form settings form name form design and format CAPTCHA security and the contact list or lists for the form See Configuring Basic Form Settings Note The options in steps 3 and 4 are available only when you select the corresponding options in step 2 3 Design the confirmation page a page that displays when contacts have filled in their details requiring that they click another link to be added to the list and the confirmation email an email sent to contacts requiring that they click a link to be added to
99. cheme logo and associated imagery Second your email is consistent When you use a template for your email campaigns over a period of time you know that each email you send is based on the same design and will convey the same message This is particularly useful when multiple people may be sending out email campaigns from your company Built in and Custom Templates The email software includes a huge variety of built in templates ready for you to use out of the box They have been designed and tested with interoperability in mind so they will display correctly in all common HTML email clients You can also create your own custom email templates Either use the included WYSIWYG What You See Is What You Get editor or upload an HTML file from your local computer or a remote URL as the basis for the template Testing Your Template Like Internet browsers email clients often display email in different ways What looks correct in one client can look incorrect in another When you create your own template use the email validation tool see Validating an Email to check that the template displays correctly in a variety of common email clients Managing Custom Email Templates Once you have created a custom email template see Creating and Editing Custom Email Templates you can e Delete remove the template from the email software The template cannot be retrieved Activate allow the template to be used for a new email campaign or a
100. cipient s first name select it here custom field is If you use a single field to define a recipient s name select it in this field My last name If you use a custom field to define a recipient s last name select it here custom field is If you use a single field to define a recipient s name leave this field blank Send your email as multipart Track open rates for html emails Track links clicked in this email Embed images as attachments Save Cancel Select this to send both HTML and text elements of a multipart email campaign to recipients This allows a recipient s email client to choose the correct display method Note Use this option if you are unsure Also use this option if you don t provide your recipients with the ability to choose HTML or text emails Select this to have the email software track the proportion of HTML emails opened by their recipients Select this to have the email software track the proportion of links in this email campaign that are clicked by the recipient You can view the results of clicked links in the Statistics gt Email campaign statistics Select this to embed the images you send in HTML emails rather than linking to them This allows recipients to view the email campaign offline but can increase the email size significantly Click this to save your changes in this screen and return to the View triggers screen Click this to return to the View triggers sc
101. ck zi HTML Tag lt BODY gt Edit Preview Insert a Custom Field Insert Unsubscribe Link Take the subscriber to an existing web site address Source Complete mode Save Cancel Table 57 Designing an Error Page Let me customize what the page looks like Select this option to design the error page in the WYSIWYG editor that displays See Using the HTML Editor for information Take the Select this option to redirect the user to another page on the Internet subscriber to an existing website Enter the page s full URL in the field that displays for example http www someite com somepage html address Save Click this to save the changes to your form and continue to the Add the form to your website screen Click this to return to the View website forms screen Adding a Form to Your Website Take the following steps to add a form you already created to your website 1 In your web development application for example Adobe Dreamweaver open the web page into which you want to add the form 2 Inthe email software go to the Add the form to your website screen This screen displays after the Designing an error page screen Either create a new form or edit and existing form and click Next until you reach this page Figure 213 Adding a Form to Your Website Add the Form to Your Website The HTML to display your website form is shown below To copy it click in the textbox and press
102. column to select all custom templates Template Name This displays the name you gave to the template Click Edit to change the name An identification id number displays next to the name indicating the order in which the templates were created This displays the date you created the template Email Format Text displays if emails using this template are sent in plain text only HTML displays if emails using this template are sent in HTML only HTML and Text displays if emails using this template are sent in multipart form Note Multipart emails have both an HTML element and a plain text element Plain text displays if a user s email client cannot display HTML Active A tick 4 displays if the template is available to be used for a new email campaign or autoresponder A cross 3 displays if the template is not available to be used for a new email campaign or autoresponder Global A tick displays if all users can use the template Across displays if only the users you allow to may use the template Action e Click View to see a full screen version of the template e Click Edit to update the template The screens that display are similar to the Create a Custom Email Template screens see Creating and Editing Custom Email Templates e Click Copy to create a new copy of the template The new template displays with Copy of appended to the original name and the id incremented to the next available number e Clic
103. contact lists the number of contacts belonging to the list and the number of autoresponders associated with each list Select a contact list and click Next Figure 99 View Autoresponders Manage Autoresponders View Autoresponders Autoresponders are emails that you can set up to be sent automatically to contacts at different intervals after they subscribe Learn more about autoresponders Create an Autoresponder choose an action Go Results per page 10 Y Pages Page lof 1 Back 1 Next E Name amp Created amp Sent Owner gt Active Action i Dg Test 15 Apr 2009 12 hours after signup Demo User 3 view Edit Copy Delete 3 This screen allows you to e Create an autoresponder click this to begin defining a new autoresponder for this contact list see Creating and Editing Autoresponders e Delete the selected autoresponder s remove the autoresponder or autoresponders from the email software The autoresponder cannot be retrieved e Activate the selected autoresponder s when activated an autoresponder will be sent to contacts at the specified time e Deactivate the selected autoresponder s when deactivated an autoresponder will not be sent to contacts You can also View Edit and Copy autoresponders Table 18 View Autoresponders Create an Click this to go to the Create an autoresponder screen See Creating and autoresponder Editing Autoresponders for more information Choose an ac
104. contacts have been successfully removed from the list and the thank you email an email sent to contacts once they have been successfully removed from the list See Designing a Thank You Page and Email 5 Design the error page a page that displays if an error occurs in the unsubscription process See Designing an Error Page 6 Add the form to your website See Adding a Form to Your Website Creating or Editing a Modify Details Form Figure 206 Example Modify Details Form Your email address 9 oErnail o ocaptchaimage o Enter the security code shown a Update your details Take the following steps to set up or edit a Modify details form See the corresponding sections for information on how to complete each step 1 Click Forms in the toolbar then Create a website form 2 Select Modify Details in the Choose a form type field Configure the other basic form settings form name form design and format CAPTCHA security and the contact list or lists for the form See Configuring Basic Form Settings 3 Design the thank you page the page that displays once contacts have successfully modified their details and the thank you email an email sent to contacts once they have been successfully modified their details See Designing a Thank You Page and Email 4 Design the error page a page that displays if an error occurs in the modification process See Designing an Error Page 5 Include a link to the form in you
105. cs screen shares many features e Use the list at the left of each screen to see detailed statistical information about the relevant subject Figure 148 Detailed Statistics Detailed List ilh Contact Summary Total Confirmed Contacts 3 932 Total Unconfirmed Contacts 0 Total Unsubscribes 949 Total Bounces 365 Total Forwards 0 e Each Detailed statistics screen opens at the Snapshot tab In most instances this screen contains a circular pie chart those that do not contain a pie chart contain a timeline Figure 149 Detailed Statistics Pie Chart Email Campaign Summary Chart DY Opened 75 Bounced 4 207 E Unopened 21 E Bounced 4 Unopened 21 1 067 Opened 75 To display information about a segment of the chart place the mouse pointer over the segment or an item in the key on the left To make a segment more visible by detaching it from the rest of the chart click the segment or the corresponding item in the key e Screens that do not contain a pie chart contain a timeline Figure 150 Detailed Statistics Timeline This displays the number of instances on the y up axis and the time on the x across axis Note that the timeline runs from right to left the most recent information is on the left next to the y axis e Control the timeline by defining its Date range Figure 151 Detailed Statistics Date Range TE Date Range Al Time Go Select the
106. ct are sent Email format This displays HTML if the contact is configured to receive HTML emails This displays Text if the contact is configured to receive plain text emails Confirmation e This displays Confirmed if the user has confirmed that he or she wants status to be in your contact list e This displays Unconfirmed if the user has not yet confirmed that he or she wants to be in your contact list Status This displays Active if emails are sent to the contact This displays Unsubscribed if the contact was unsubscribed from the list This displays Bounced if emails to this contact have not been delivered and emails are no longer sent to the contact Contact request This displays the date and time at which the contact asked to be added to date your contact list Contact request IP This displays the IP address from which the contact requested to be added to your contact list if known This displays Unknown if the IP address is not known or if the contact was added by an administrator Contact confirm If the contact has confirmed that he or she wants to be added to your date contact list this displays the date and time that this confirmation was made Contact confirm IP This displays the IP address from which the contact confirmed that he or she wanted to be added to your contact list if known This displays Unknown if the IP address is not known or if the confirmation was made by an administrator Event log This se
107. ct s 211 of 3 943 contacts have been exported so Far When the file is ready the following screen displays Figure 54 Download Contacts File Export Contacts to a File The selected contacts have been exported successfully Click here to download the export file You should delete this File once you have Finished downloading Delete the Export File 10 Click Click here to download the export file The CSV or XML file displays in a new browser window Figure 55 View Exported Contacts File ieii ettewer Nees i Frene Ceetsoeed gee 1 56 h eopein coe OTR catirees taupe lite aasi 400818 Geen lve RETR eatoiees Lis ierser ewes IET Geet oom ETEL Seed seeed T 18 ier roster com S78 S oerireas tvivaly hee eee L 14008 Ot et ee STR Soke ieee Li ier ier Somes 00 WO eee ce OTHE Taiteet TLODI eee 1 S0 Qopetn com OTR atime tiscivite eee 1 000 88 Gee lin cue RETR eat iieee Lis ierserr Tenet IDOR eee ee OTRAS eet sewed Lian oer aLi Suen com OTR eet irees Lom essi 1 0118 Ge ie ee PETRY ra Lister aoa enee 010 eee coe ETTA T ret ieewe Lis be eer aliali com OTR tirma ta teste essi 1490 Gaede cee ETEL eel sees Li Loa Ged ide VIN D ote sescat erred heh he ed eee pee Led gt eld OTT Te etd nde g
108. cted contact or contacts to unconfirmed status You can also view edit and delete contacts Figure 15 Viewing Contact List Members View Newsletter Subscribers From Product Demos ee Advanced Search contact is a person that has been added or has subscribed to your contact list Your existing contacts are shown below You have 5 002 contacts in your mailing list They are shown below Add a Contact to My List Choose an action Go Results per page 10 bd Pages Page 1 of 501 Email Address Date Added Email Format 4 Activity Status 2 Confirmed amp Action email 1000 domain com 19 Nov 2007 HTML Active Confirmed view Log Event Edit Delete email 1001 domain com 19 Novy 2007 HTML Active Confirmed view Log Event Edit Delete email 1002 domain com 19 Nov 2007 HTML Active Confirmed view Log Event Edit Delete email 1003 domain com 19 Nov 2007 HTML Active Confirmed view Log Event Edit Delete email 1004 domain com 19 Nov 2007 HTML Active Confirmed view Log Event Edit Delete email 1005 domain com 19 Nov 2007 HTML Active Confirmed view Log Event Edit Delete email 1006 domain com 19 Nov 2007 HTML Active Confirmed view Log Event Edit Delete email 1007 domain com 19 Nov 2007 HTML Active Confirmed view Log Event Edit Delete email 1008 domain com 19 Nov 2007 HTML Active Confirmed View Log Event Edit Delete TPO Oo oo h h b b ih d d amp email 1009 domain com 19 Noy 2007 HTML Active Confirmed view Log
109. ction displays information about the email software events that relate to this contact or events that you have added to the log manually See Event Logging Overview for more information This displays the subject of the event log entry This displays the type of event that the log entry describes Last updated This displays the date and time that the log entry was created or last edited Created by This displays the username of the email software user who created the entry for manual entries or performed the action in the email software that created the entry for automatic entries Action Select Edit to make changes to the event log entry See Manual Event Logging for information on the fields that display Select Delete to remove the entry from the event log Deleted event log entries cannot be retrieved Manual Event Logging This section describes how to manually add an entry to a contact s event log Note For information on automatic event logging see Event Logging Overview 1 To manually add an entry to a contact s event log either e Click the contact s Log event link in the Contacts gt View contacts screen e Click the Log event button while editing or viewing a contact Figure 33 Manual Event Logging Step 1 Log an Event Event Type Subject Date 10 4 2009 a 2 56 pm Notes Add Event Cancel 2 Enter an Event type This allows you to easily categorize event log entries If you enter a commo
110. d Editing Contact Lists for configuring automatic bounced email processing for individual contact lists Take the following steps to manually process bounced emails 1 Click Contact lists in the navigation bar then click Process bounced emails Figure 18 Processing Bounced Emails Process Bounced Emails Processing bounced emails will clear your lists of bounced emails so that you do not continue to send to invalid emails Please select a contact list to process bounced emails For Next gt gt Cancel Select a Contact List T Want to Process Bounced Emails For Leads for Sales Team 3 active confirmed contacts Leads from Trade Show Oct 2007 7 active confirmed contacts Newsletter Subscribers From Product Demo s 3 930 active confirm Newsletter Subscribers From Website 0 active confirmed contacts Webcast Attendees Nov 2007 0 active confirmed contacts ze Next gt gt Cancel 2 Select the contact list for which you want to process bounced emails and click Next Alternatively click Cancel to return the fields in this screen to their defaults without saving any changes Figure 19 Processing Bounced Emails Enter Server Details Process Bounced Emails Cancel Bounce Account Details Bounce Email Server Name Bounce Email User Name Bounce Email Password IMAP Email Account T Yes this is an IMAP Account Use Extra Mail Settings Yes use extra mail settings Agree to Delete Email
111. d Editing Custom Fields Figure 125 Configuring a Multiline Text Field Create a Custom Field Fill out the Form below and then click Aext gt gt to continue Next gt gt Cancel Custom Field Details Default Value as PA Number of Rows Number of Columns ed Next gt gt Cancel Table 25 Configuring a Multiline Text Field Default value Enter the value that displays by default in the field you are configuring Note If a contact fails to enter information in this field this value displays in the contact s contact list entry Enter the number of rows you want the text field to have Next Click this to save your changes in this screen and proceed with configuring your custom field Cancel Click this to return to the View custom fields screen See Viewing and Managing Custom Fields Number of columns Enter the number of columns you want the text field to have Configuring a Numbers Only Field This section describes how to configure the screen that displays when you select Numbers only field in the Create a Custom Field Type and Name screen see Creating and Editing Custom Fields Figure 126 Configuring a Numbers Only Field Create a Custom Field Fill out the Form below and then click Afext gt gt to continue Next gt gt Cancel Custom Field Details Default Value Field Length Maximum Length Minimum Length Next gt gt Cancel Table 26 Configuring a Nu
112. d click Update to save the changes Alternatively click Add to keep the option with its old values and create a new option with the new values Select an option in the list and click Delete to remove it from the list 4 Select the Type of list Select Single select to allow the user to select only one option Select Multiple select to allow the user to select multiple options 5 Enter the height of the list box in text rows in the Size field e Enter 0 default to have the list display in a single row with a drop down icon Single select or in the same number of rows as list options Multiple select e Enter 1 Multiple select only to have the list display in a single row with no drop down icon This is not recommended e Enter 2 or higher Multiple select only to display the specified number of rows The user may navigate the list using the scroll bar on the right of the list box 6 If your document has styles defined you can select a Style to have the list display using the selected style 7 Click OK to save your changes and close the window Alternatively click Cancel to close the window without saving any changes Modifying Page Properties Take the following steps to modify your document s basic settings including background and color setup Note You do note need to modify the Page Title Description or Keywords in the Page properties window These properties are standard HTML but are designed for web pages and
113. date based custom fields you can use them to add follow ups to Google calendar Note for information on how to create a date based custom field for a contact list see Creating and Editing Custom Fields In order to do this you must first set up the email software s Google Calendar integration see Configuring Google Calendar Settings To add a Google Calendar follow up 1 Click Contacts in the navigation bar then View all contacts Click the contact s Edit link 2 Locate the custom date field for which you want to create a follow up reminder Click the field s 3 icon Note This icon displays next to all custom date fields If the icon does not display next to a field for which you want to create a follow up reminder ensure that it is a proper date related custom field see Creating and Editing Custom Fields Configure the screen that displays with the information you want to display in Google calendar The When fields are pre populated with the data from the contact s custom field However you can change them if you want Note The URL that displays in the Description field allows you to navigate back to the contact s page from Google Calendar do not delete it Figure 42 Google Calendar Configure Reminder Add to Google Calendar Fill out the form below to add an event to your calendar What Follow Up When 12 4 2009 a 6 30 pm to 12 4 2009 a 7 00 pm T AllDay Where Description Follow Up http fadmi
114. ddress When you want to add a form to your document first insert a new form and then add the required fields to the form Note Bear in mind that popular email clients handle forms differently Some clients do not display forms whereas others do not permit full form functionality An alternative to using forms in your email is to link to a page on your website where a recipient can perform the required task Inserting a Form Take the following steps to add a form to a document 1 Inthe HTML editor place the insertion point where you want the form to appear Click the Form functions button jy and select Insert form The Insert form screen displays Figure 165 Insert Form Y Enter the required information and click on the OK button to insert a form into your webpage Name Action Method OK Cancel 2 Enter the Name you want to give this form Note If this form references a script that specifies the form by name the Name must be identical to the name in the script 3 Inthe Action field specify the location of the script you want this form to reference for example http www somesite com somefolder examplescript php Note If you do not enter the full URI the email software automatically appends its server information to the location you specify Alternatively you can specify an email address to which to send the form s content use the following format mailto someaccount somesite com
115. displays the descriptive name of the segment This displays the date on which the segment was defined Contacts This displays the current number of contacts within the segment those in the relevant contact list or lists whose information matches the segment s rules Action Click View contacts to see a list of all the contacts in a segment See Viewing a Segment s Contacts Click Edit to modify a segment s settings The fields that display are the same as the Create a segment screen see Creating a Segment Click Copy to create a new copy of the segment The new segment displays with Copy of appended to the original name Click Delete to remove the segment from the email software Note When you delete a segment the contacts in the segment are not deleted Creating a Segment Take the following steps to create a segment 1 Click Contact lists in the navigation bar then View Segments Figure 24 Creating a Segment View Segments Lontects Action 2 Click Create a Segment Figure 25 Creating a Segment Configure Segment Create a Segment A segment is a filtered view across one or more of your contact lists For example you could create a segment to view contacts in New York across all of your lists Save Cancel Segment Details Segment Name I z Segment Contacts From Leads for Sales Team 3 active contacts Y Leads from Trade Show Oct 2007 7 active contacts Newsletter Subscribe
116. dresses are never sent even if the address is subscribed to a list You can view suppressed email addresses for all contact lists or for a specific list Take the following steps to see the suppressed email addresses for a contact list 1 Click Contacts in the navigation bar then click Email Suppression List Figure 62 Email Suppression List Choose Contact List View Suppression Email List Next gt gt Cancel Select a Contact List s Global Suppression All Lists 1 suppression Leads for Sales Team 0 suppressions Leads from Trade Show Oct 2007 0 suppressions Newsletter Subscribers From Product Demo s 0 suppressions Newsletter Subscribers From Website 0 suppressions Webcast Attendees Nov 2007 0 suppressions Next gt gt Cancel 2 Choose the contact list for which you want to see suppressed email addresses To see suppressed email addresses for all lists select Global Suppression Figure 63 Email Suppression List View Suppressed Email Addresses View Suppressed Emails for Global Suppression All Lists Email addresses included in a suppression list will never be emailed even if they are still subscribed to a contact list Suppress an Email Address or Domain Delete Selected Results per page 110 I pages Paget of 1 Back 1 Next Email Address amp Date Suppressed Action E8 foo bar com 02 Oct 2008 Edit Delete 3 This screen displays the list o
117. e This checks the text in your autoresponder against a list of known spam keywords However it cannot guarantee that your autoresponder will be delivered to all recipients Figure 108 Check Your Email for Spam 12 13 14 Check Your Email for Spam Please note The results below should be used ar a guide only and do not guarantee that your email wil be delivered Your email will be checked against a list of known spam keywords The more keywords that are found the higher your rating will be and the less likely it is that your contacts will receive your email Learn More The HTML version of your email does not break any spam rules w The text version of your email breaks the Following spam rules Rule Broken Contains the word Viagra Your email rated 1 6 out of a spam threshold of 5 This means there is a high chance your email will be delivered but this is not guaranteed If either the HTML or text versions of your email break any rules take note of the offending text and edit the autoresponder to not include the term Click the 5g icon to close the Check your email for spam window Check that your autoresponder displays correctly in a variety of common email clients Click View your email in different email programs The Email Validation screen displays in a new window see Validating an Email When you have finished close the window If you want to test the autoresponder by sending it to your
118. e additional fields that display See Configuring Trigger Activation Options for information on configuring this field Trigger the actions Once you have selected an option in the Activate this trigger field use this field to configure when the action should take place in relation to the trigger event The fields that display depend on the option you selected in the Activate this trigger field e Ifyou selected Based on a contact s date or Based on a specific date the following fields display Figure 111 Date Based Trigger Options In the first field Select On to perform the action at the relevant time Select Before to perform the action before the relevant time In the additional fields that display enter the required number of Hours Days or Weeks before the time Select After to perform the action after the relevant time In the additional fields that display enter the required number of Hours Days or Weeks after the time In the second field Select The date to perform the action at the relevant time and at no other time Select The next anniversary of the date to perform the action at the next month and day ignoring the year and at no other time Select Every anniversary of the date at the specified month and day every year e Ifyou selected Based on a link being clicked or Based on a email campaign being opened one of the following fields display Figure 112 Email Based Trigger Options Clicking t
119. e one list for leads from a trade show and another for people who sign up for your company email newsletter When you create an email campaign you send it to one or more contact lists You can also send an email campaign to a segment see Contact List Segments Contact List Information A contact list contains a variety of information about each contact The type and extent of information you collect about each contact is configurable For example a contact list for trade show leads might contain basic information such as First and last name Email address e Company name Job title However another type of list might contain different types of information For example a contact list for customers of a men s clothing store might contain information such as e First and last name e Email address e Suit jacket size e Last product purchased The information a contact list contains depends solely upon the built in and custom fields that you define and populate with information When you create contacts yourself by entering information from business cards after a trade show for instance you must enter the information yourself when contacts add themselves to lists by signing up for a newsletter for instance they must enter the information themselves These fields allow you to personalize your email campaigns For example the owner of the men s clothing store would be able to use the custom fields mentioned abo
120. e height in pixels or enter a percentage value to define the table height as a percentage of the recipient s browser window If you leave this value blank the table s default height is equal to the text height plus cell padding and spacing for each row multiplied by the number of rows 7 Ifyou want to define a Background color for the table click the color picker icon a Alternatively enter a color s hex value ffffff for instance 8 If you want your table to have a Border specify its width If you want a table with no borders enter 0 in this field Note The border does not display in the Edit screen click the Preview tab see Using Tags and Tabs to see the table as it will display in the recipient s email client 9 Inthe Align list select how you want the table to be displayed in its container e Select Left to have the table display at the left hand margin e Select Right to have the table display at the right hand margin e Select Center to have the table display in the middle of the container 10 If your document has styles defined you can select a Style to have the table display using the selected style 11 Click OK Your table displays in the HTML editor Alternatively click Cancel to close the Insert table screen without making any changes Modifying Table Properties Take the following steps to change the properties of an existing table in a document 1 Inthe HTML editor click inside the tab
121. e original email uses frames the new file opens in the same frame as the link top Select this to have the link open in the whole page of the Original email If the original email uses frames the new file removes the frames New window Select this to have the link open in a new browser window Parent frame _parent Select this to have the link open in the parent frameset Use this option when the original email uses multiple framesets Uploading Files and Images to the Email Software Server Whole page If you want to link to or embed a file that is not already available on the Internet such as an image or another HTML file on your computer use the file list on the left of the Links or Images screen When you upload a file from your computer to this list it is automatically hosted on the email software server and can be accessed over the Internet e Use the Links screen to upload files you want a recipient to access via a hyperlink See Creating and Editing Hyperlinks e Use the Images screen to upload images you want to embed in your email document See Inserting and Editing Images Table 47 Link and Images Screens Uploading Files and Images Upload File Enter the filepath of the file on your computer that you want to upload to the email software server Alternatively use the Browse button to locate the file Browse Click this to locate a file you want to upload to the email software server A File Upload window displays Loc
122. e shows your contact lists arranged in list mode to see your contact lists arranged in folder mode see Figure 12 Table 4 Viewing Contact Lists Create contact list Use this to create a new contact list See Creating and Editing Contact Lists for more information Choose an action Select one or more contact lists select an option from the list and click Go to perform the selected action A Click this to view your contact lists in folder mode See Managing Contact List Group Folders for more information Click this to view your contact lists in list mode When you select this all your contact lists display regardless of the contact list group to which they belong see Contact List Groups When you are viewing your contact lists in folder mode click this to create a new folder Note When you are viewing your contact lists in list mode this icon does not display Select a box belonging to a contact list before choosing an option from the Choose an action list Select the box at the top of the column to select all contact lists List name This is the name you gave the contact list Click Edit to change the name and other details Created This displays the date on which you created the contact list Contacts This displays the number of contacts currently associated with the contact list List owner This is the default name used when sending email campaigns to this contact list Archive Click this to go to the archived
123. eason for instance the recipient s inbox was full Unsubscribe statistics Use this tab to see information about the number of contacts who have Unsubscribed from this list You can also see the email address of each contact the date and time at which the contact unsubscribed and the month with the greatest number of contacts unsubscribing Forwarding statistics Use this tab to see information about the number of contacts in this list who have forwarded emails to their friends Viewing User Account Statistics To view statistics about the email software s user accounts click Statistics in the navigation bar then click User account statistics Note Configure user accounts in the User account screens see Configuring User Accounts This screen shows an overview of your contact lists and some basic statistics about each You can View an user account s detailed statistics Figure 142 Viewing User Account Statistics User Account Statistics Click the Mes link next to a user account below to see detailed statistics including number of emails sent for a particular time period Results per page 10 Pages Page lof 1 Back 1 Next Username 4 Full Name Activity Status User Type Action A demo Demo User Active System Administrator View Table 41 Viewing User Account Statistics This displays the user s the email software username This displays the user s full name Activity status This displays
124. eceive both HTML and text emails e When you select Yes overwrite existing contact details an email address that is already stored in the contact list is overwritten if the same address appears in the imported contact list e When you select Yes add contacts to autoresponders any autoresponders created for this list are sent out to the imported contacts If you deselect this option the imported contacts do not receive autoresponders If you are not sure deselect this option 4 Inthe File details section specify how the file you want to import is configured e Ifthe file you want to import contains headers a line of information at the start of the file that defines field names select Yes this file contains headers Note The names of field headers should be separated by the character you specify in the Field separator field e Specify the Field separator your file uses to identify where fields begin and end Note In a CSV file the field separator is usually a comma e If your file uses a character to enclose fields information enter it here If you are not sure leave this field blank 5 If you want to import a file from your computer select Upload a file from my computer and click Browse to locate the file 6 If you want to import a file that is already on the the email software server select Import a file from my web site and select the file Note Upload the file to the server s Admin Import folder first Z Click
125. ecipients This allows a recipient s email client to choose the correct display method Note Use this option if you are unsure Also use this option if you don t provide your recipients with the ability to choose HTML or text emails Select this to have the email software track the proportion of HTML emails opened by their recipients Track links clicked Select this to have the email software track the proportion of links in this in this email email campaign that are clicked by the recipient click through rate You can view the results of clicked links in the Statistics gt Email campaign statistics Yes track my Select this to have the email software use Google Analytics to track your campaign using campaign s links Google Analytics Figure 81 Use Google Analytics Use this Campaign Name oS Use this Source Name Enter the name you want Google Analytics to use for this campaign in the Use this campaign name field Enter the name you want to use as the source of traffic for this campaign in the Use this source name field Embed images as_ Select this to embed the images you send in HTML emails rather than attachments linking to them This allows recipients to view the email campaign offline but can increase the email size significantly 7 Click Next when you have finished configuring this screen Alternatively click Cancel to return to the View email campaigns screen without saving your changes
126. ed to the absolute bottom of the text including letters with tails such as g and y TextTop this is very similar to Top This aligns the image with the tallest actual letters in the line of text ABSmiddle this aligns the middle of the text with the middle of the image amp Fhe quiek bre wn fox jumps e ver thedazy dog ABSbottom this aligns the bottom of the image with the absolute bottom of the text including letters with tails such as g and y a v Left this places the image at the left margin Text flows around the image ra The quick brown fox jumps over the Ka lay dog Thequid brown fox ju nps over thel y dog Thequick brown fox jumps ove thelay dog Thequick brown fox jumps ove the lay dog Right this places the image at the right margin Text flows around the image Thequick brown fox junpsovert lay dog Thequick brown fox nE over thelay dog Thequid brow fox jumps ove thelay dog Thequick brown fox jumps ove the lay dog Style If your document has styles defined you can select a Style to have the image display using the selected style Title Enter a title for the image In most HTML viewers this displays when the recipient places the mouse pointer over the image However not all email clients support this Note If you want nothing to display when the recipient places the mouse pointer over the image leave this blank Reset properties Click this to return the image
127. een 10 Finish the template e Click Save to save the new template and remain in this screen to make further changes e Click Save and exit to save the new template and go to the View Custom Templates screen see Managing Custom Email Templates e Click Cancel to return to the View Custom Templates screen without saving the template Any changes you made are lost Editing a Custom Template Take the following steps to edit an existing template 1 Click Templates in the toolbar and select Custom email templates Click Edit next to the template you want to edit The Update Template screen displays Figure 200 Custom Email Templates Update Template Update Template te j pase it bas oS ts HT nd Te 4 Next gt gt Cancel l 2 Configure the template details e If you want to change the Template Name enter the new name e If you want to change the Template Format select the new format 3 Click Next The screen that displays is the same as Figure 199 Follow steps 6 to 10 in Creating a Custom Email Template Viewing Built In Email Templates The email software has a wide variety of built in email templates designed for different USeS To view the built in templates click Templates in the toolbar and select View built in templates Figure 201 View Built in Templates Built In Email Templates All available built in email templates are shown below To use a template simply select it when creating an email c
128. een see Inserting a Form e Select Reset to create a button that returns the fields in the form to their default values blank or displaying their Initial values 5 If your document has styles defined you can select a Style to have the button display using the selected style 6 Click OK to save your changes and close the window Alternatively click Cancel to close the window without saving any changes Inserting a Checkbox Checkboxes fw allow users to select options in a form Use checkboxes when a user may enter multiple choices from a range of options Note Unlike radio buttons when multiple checkboxes in the same form have the same Name a user may select multiple checkboxes or none For this reason it is advised to use checkboxes when a user may select all none or a variety of options 1 Click the Form functions button and select Insert Checkbox Figure 170 Insert Checkbox P Enter the required information and click on the OK button to insert a checkBox into your webpage Name Initial Value Initial State Uncheckec Style OK Cancel 2 Enter the checkbox s Name 3 Enter an Initial value field This value will be returned along with the Name when the form is sent 4 Select the Initial State of the checkbox e Select Unchecked to have the button empty off by default e Select Checked to have the button selected on by default 5 If your document has styles defined you
129. eld to the right If you selected Between configure the end date in the fields beneath e If you want to search for contacts who have or have not clicked a specific link in your email campaigns select Yes filter by link Figure 38 Searching Contacts Filter By Link Iv Yes Filter by link ay Has clicked Md If you want to find contacts who have clicked a link select Has clicked in the first list and select the relevant link in the second list If you want to find contacts who have not yet clicked a link select Has not clicked and select the relevant link in the second list e f you want to search for contacts who have or have not opened a specific email select Yes filter by opened email campaign Figure 39 Searching Contacts Filter By Opened Email W tes filter by opened email campaign amp Has opened x Any Email Campaign v If you want to search for contacts who have opened an email select Has opened in the first list and select the email campaign in the second list If you want to find contacts who have not yet opened an email select Has not opened and select the email campaign in the second list 7 Inthe Visible fields section select the fields that you want to see in the search results list 8 Ifthe contact list contains custom fields you can search each field in the Filter by custom fields section 9 Click Next 10 The Search results screen displays showing the contacts the ful
130. emails Event Logging Overview Every contact in the email software has a personal event log This is a CRM Customer Relationship Management feature that allows any user of the email software to instantly see information about interaction with the contact Events can be logged either automatically or manually When the email software performs an action that relates to a contact such as sending an email to the contact an event is logged automatically When you want to log an event that the email software cannot log automatically such as a phone call or a meeting you can add an event log entry manually see Manual Event Logging To see a contact s event log either e Click the contact s icon in the Contacts gt View contacts screen e Inacontact s View contacts screen scroll down to the Event log section Viewing and Managing Contacts To view the contacts stored in the email software click Contacts in the navigation bar then click View all contacts You can e Add a new contact add a contact to the email software e Delete selected contact s remove the selected contacts from the email software e Update contacts to receive text campaigns change the status of selected contacts allowing them to receive emails in text format e Update contacts to receive HTML campaigns change the status of selected contacts allowing them to receive emails in HTML format e Update contacts status to confirmed confirmed con
131. en icon at the top right hand corner lt br gt lt br gt This is a block of text for your email campaign Enter in your content here To create another text block click on the Green icon at the top right hand corner lt br gt lt br gt This is a block of text for your email campaign Enter in your content here To create another block click on the Green icon at the top right hand corner This is a block of text for your email campaign Enter in your content here To create another text block click on the Green icon at the top right hand corner lt p gt lt l EndBlockNoDelete gt lt StartBlockCanDelete gt lt hi style border bottom 1px dashed rgb 127 156 186 margin Opx padding Opx Opx Spx LU edin Arial color rgb 102 102 102 font size 18px font weight normal letter spacing 1px display block name tid description darkColor gt Content Block Heading lt hi gt lt p style margin Opx padding 10px 10px 10px Opx font family Verdana font size 11px color rgb 51 51 102 line height 15px gt lt img sre http iem interspire demo com admin resources emaill_templates Business Generic 203 20Promoti alt 2 style border Spx solid rgb 247 247 247 margin Opx 10px 10px Opx padding 1px float left height 119 width 180 gt This is a block of text for your email campaign Enter in your content here To create another block click on the Green icon at the top r
132. en updates to show the new file e If you want to use a file from a page on the Internet select Import a file from a web site and enter the full URL for example http www examplesite com examplepage html in the field that displays Click Import The HTML editor screen updates to show the new file 7 Customize the HTML email using the editor See Using the HTML Editor for more information 8 Customize the text email using the editor See Using the Text Editor for more information 9 Check that your email campaign will not be marked as spam by a recipient s email client Click Check your email for spam Note This checks the text in your email campaign against a list of known spam keywords However it cannot guarantee that your campaign will be delivered to all recipients Figure 76 Check Your Email for Spam 10 11 12 13 Check Your Email for Spam Please note The results below should be used as a guide ony and do not guarantee that your email wil be delivered Your email will be checked against a list of known spam keywords The more keywords that are Found the higher your rating will be and the less likely it is that your contacts will receive your email Learn More The HTML version of your email does not break any spam rules The text version of your email breaks the Following spam rules Rule Broken Contains the word viagra Your email rated 1 6 out of a s
133. es Sound n the email account 0 emails were processed as hard bounces 0 emails were processed as soft bounces i anal wes ignored n the emai sccourt Ths could be a non bou You or your admirist stor can modify the bounce rufes used by ed ng the adminjresourcesfser_bourxe_rufes pho fie Ganz were Geanec up in the emai account These are most kely autoresponders for example out of office messages message for exemple spam or it didn t match any of the bounce processing rules Vew Sounce Stas Creating Editing and Viewing Segments Click Contact lists in the navigation bar then click View segments Figure 23 Viewing Segments Choose an echon Go Segment Name gt AD are bers hal ortan com n thar amal achctrews gt Newsbetter Sutras bears from Product Demos that gutrecied after 4 S 7005 gt Piast en d Web Cast Afverciees in Non York and Owr oO gt Regetered Atterdecs for Webcast View Contacts amp Pex ial ej Gach amp Metis Table 8 Viewing Segments Create a segment Click this to define a new segment of one or more contact list contacts See Creating a Segment Select a box belonging to a segment before choosing an option from the Choose an action list Select the box at the top of the column to select all segments Choose an action Use this to delete one or more segments Select the segment or segments you want to delete and select Delete the selected segment s This
134. etailed contact list statistics screen displays at the Contacts snapshot tab Figure 141 Detailed Contact List Statistics Contact List Statistics Contacts Snapshot Top 10 Domain Name Confirmed Contacts Open Stats Link Stats Bounce Stats Unsubscribe Stats Forward Stats Yiew statistics For contact list Newsletter Subscribers From Product Demo s ME Date Range All Time _Go ilha Contact Summary Contact Summary Total Confirmed Contacts 3 932 Total Unconfirmed Contacts 0 Total Unsubscribes 949 Total Bounces 365 Total Forwards 0 o0000000 DO000 00000 Do000D000N 000000000000000 C0000 00000 00000 Oct Sep Aug Jul Jun May Apr War Feb Jan Dec Noy eal Unconfirmed Contacts H Confirmed Contacts Unsubscribes jia Bounces m Forwards Date Time Unconfirmed Contacts Confirmed Contacts Unsubscribes Bounces Forwards Oct 2008 0 2 0 Dec 2007 Noy 2007 0 0 0 0 0 296 0 Total 0 0 0 The following table describes the tabs in this screen Table 40 Detailed Contact List Statistics Contacts snapshot Use this tab to see general information about the contacts belonging to this contact list This includes a summary of the contacts in the list who are unconfirmed confirmed have unsubscribed have had emails bounced and have forwarded emails The information is arranged by month Top 10 domain name Use this tab to see information about the domains to which your confirmed contacts confirmed contacts emai
135. ets you view statistics about your email campaigns split tests triggers autoresponders contact lists and user accounts IT THE NAVIGATION BAR This section contains the following chapters Using Contact Lists Using Contacts Using Email Campaigns Using Autoresponders and Triggers Using Custom Fields Using Statistics Editing HTML and Text Using Contact Lists This chapter discusses how to use the Contact lists menu in the navigation bar Figure 10 The Contact Lists Menu Contact Lists Contacts Email Campaigns i Autoresponders Custom Fields alh Statistics View Contact Lists view add and edit your lists of contacts or leads Ca Greate a Contact List Creat tact list which Create a new contact Ist which you can Switchto Quicklicks la Contact Activity for the Last 7 Days E7 Process Bounced Emails Find and remove invalid email addresses ple steps below From your lists email campaign pA View Segments d to create an email in minutes view and create segmented lists of your contacts or leads 1 wan tw auu w wport contacts to list y Enter contacts one by one or import them from your computer Contact List Overview Contact lists are the basic building block of your email campaigns Each contact list contains information about a set of contacts the people to whom you send your emails You can create separate contact lists for different types of contacts for exampl
136. etter Subscribers From Product Demo s 3 932 active contacts Newsletter Subscribers From Website 0 active contacts s 0 active contacts Webcast Attendees Nov 2007 0 active contacts Next gt gt Cancel 2 Selecta Search option e To create a CSV file containing all the contacts in a list select Export all contacts in the selected contact list e To create a CSV file containing only contacts who match certain criteria select Export specific contacts from within the selected contact list You can select criteria in the next screen see step 4 3 Select the contact list or lists you want to export in the Contact list field To search for a list enter your search term in the field below 4 Ifyou selected Export specific contacts from within the selected contact list a screen displays allowing you to refine your criteria Click Next when you have finished Figure 51 Specify Contact File Details Export Contacts For All Contact Lists Choose how you want to export your contacts by Filling out the form below You can choose which Fields to include under the Selde fo Jnoiude section 3 943 contacts matched your search and can be exported Choose your export options below and click Nex to start the export Next Cancel File Format File Format cov rie ym File Export Options Include Field Headers Field Separator Field Enclosed By Fields to Include Field 1 EmalAddress
137. ettings gt Cron settings screen even if you do not want to schedule email sending Alternatively you can avoid this issue by turning scheduled sending off if you do not require it e If scheduled sending is disabled a warning displays Click OK Figure 83 Sending an Email Campaign Warning amp Important Please Read popup window will now appear through which your email campaign will be sent Please do not close the window When your email campaign has been sent the window will close automatically IF you close the window then your email campaign won t be sent Cancel The email software begins to send your campaign A new browser window displays showing how much time is remaining Figure 84 Sending an Email Campaign Sending in Progress Your Email Campaign is Sending 1 email has been sent to your contacts so Far 9 emails are still in the queue waiting to be sent 1 minute 4 seconds has passed since you started sending 9 minutes 36 seconds remain until the send is done Pause Sending You can always resume later Note As stated in the warning that displayed previously do NOT close this window otherwise your campaign will not be sent correctly The browser window closes automatically when the email campaign has been completely sent Figure 85 Sending an Email Campaign Completed Email Campaign Sending Report The selected email campaign has been sent It took 1 minu
138. f opened emails links bounced emails unsubscribed contacts and forwarded emails e Export a campaign s statistics to a CSV Comma Separated Value file e Print a campaign s statistics e Delete a campaign s statistics from the email software The statistics cannot be retrieved Figure 132 Viewing Email Campaign Statistics Email Campaign Statistics Email campaign statistics allow you to view detailed open unsubscribe and bounce rates see how many subscribers clicked on a link if enabled etc Choose an action i Go Results per page 10 Pages Page 1 of 1 Back 1 Next Email Campaign Kne Ai List Name amp Date Started Date Finished Recipients Unsubscribes Bounces 4 Action a lila Trade Show Follow Up Leads from Trade November 21 2007 November 21 2007 8 5 gt ih e wi an H gt Show Oct 2007 3 14 am 3 14 am view Export Print Delete Newsletter Introducing Our Latest Subscribers From November 192007 November 19 2007 001 View j j elete Product Product Demo s 9 09 am 9 14 am 08 View Export Priit Delete Table 31 Viewing Email Campaign Statistics Choose an action Select one or more email campaigns select an option from the list and click Go to perform the selected action Select a box belonging to an email campaign before choosing an option from the Choose an action list Select the box at the top of the column to select all campaigns Email
139. f suppressed email addresses for the list or lists you specified as well as the date on which each address was suppressed You can take the following actions e Click Suppress an email or domain to add an entry to the email suppression list See Suppressing an Email Address or Domain e Select the checkbox next to an Email address select the checkbox at the head of the column to select all entries in the list and click Delete selected to remove the address from the list The address is no longer suppressed You can also delete an address by clicking its Delete link e Click an address s Edit link to edit the suppressed address s details Figure 64 Edit Suppressed Email Address Edit Suppressed Email Modify the details of the suppressed email address in the form below and click on the Save button Saye Cancel Suppression Email Domain Details Email to Suppress lfoo bar com Y IWant to Suppress Contacts from Global Suppression All Lists Leads for Sales Team Leads From Trade Show Oct 2007 Newsletter Subscribers From Product Demo s Newsletter Subscribers From Website Webcast Attendees Noy 2007 gt V Save Cancel Edit the address in the Email to suppress field if required You can also change the list that this email should be barred from To bar the email address from all lists in the email software select Global suppression e Click Save when you have finished or click Cancel
140. f you are not sure whether you want to use TLS do not select this Do not use SSL select this if you do not want to use SSL Secure Sockets Layer to connect to the server If you are not sure whether you want to use SSL do not select this Others enter any other options required to connect to the server Agree to delete Select this if you want to delete emails from the server once you have emails read them If you did not save an email on your computer you will not be able to re read the email 4 Click Next to begin processing bounced emails Alternatively click Cancel to return the field in this screen to its default without saving any changes Figure 20 Processing Bounced Emails Start Processing Process Bounced Emails on below to cheg Start Processing 5 Click Start Processing A screen displays indicating progress Figure 21 Processing Bounced Emails Progress Bounce Processing In Progress Pease wall wide we atiernpt to process fhe 1 ereaiis found in Pe account 0 hard bounces Nave been found co far 0 soft bounces have beer found so far 0 emais Nave been qwared so far 0 emais have been deaned up so fa Process 1 of emais 6 Ascreen displays with a summary of the processing operation Click View bounce statistics to see detailed information Figure 22 Processing Bounced Emails Summary Process Bounced Emails The bounced emais n your account have been processed successful isng w
141. fill the criteria you specified The fields in this screen are the same as those in the View contacts screen see Viewing and Managing Contacts Adding or Editing a Contact Take the following steps to add a contact to one of your contact lists Note If you want to add contacts from a file see Importing Contacts From a File 1 Click Contacts in the navigation bar then click Add a contact Figure 40 Adda Contact Select Contact List Add a Contact To add a single contact to your list by typing in their details start by choosing which list you want to add them to Alternatively you can import contacts from a file Next gt gt Cancel Select a Contact List s Contact List Leads For Sales Team 3 active contacts Leads from Trade Show Oct 2007 7 active contacts Newsletter Subscribers From Product Demo s 3 930 active contact Newsletter Subscribers From Website 0 active contacts s 0 active contacts Webcast Attendees Nov 2007 0 active contacts zo Next gt gt Cancel 2 Select the Contact list to which you want to add the contact Click Next Figure 41 Adda Contact Add Contact Details Add a Contact to Leads for Sales Team Type the details of the new contact into the form below When you click Save they will be added to your list Save Save And Exit Cancel New Contact Details Email Address Email Format HTML 2 Confirmation Status Confirmed A Custom Field
142. formation on links that allow a recipient to send an email see Creating and Editing Email Links To access the Link screen click the Insert Link icon inthe HTML editor see Using the HTML Editor Figure 159 The Link Screen Link Email Upload File Browse Go Link Location fjadmin temp user 2 Pre defined Links Target Window Anchor Insert Link Remove Link Cancel e If you want to link to an existing web page on the Internet enter the full URL in the Link Location field e See Creating Pre defined Links for information on creating links related to common email software features unsubscribing from the contact list for instance e See Specifying Window Type for information on specifying the type of window in which the link opens e See Uploading Files and Images to the Email Software Server for information on hosting linked files on the email software server so they can be accessed by your email s recipients The following table describes the labels not discussed in the above mentioned sections Table 44 The Link Screen Common Fields Anchor If the document contains named anchors select the destination anchor from the list When a recipient clicks the link the email displays with the anchor s location at the top of the screen Style If your document has styles defined you can select a Style to have the link display using the selected style Insert link Once
143. gers This displays the name of the trigger Triggered by This displays information about the type of event that sets off the trigger Predefined date displays if you selected Based on a specific date when you created the event trigger Custom field displays if you selected Based on a contact s date field when you created the event trigger Link clicked displays if you selected Based on a link being clicked when you created the event trigger Email campaign opened displays if you selected Based on a email campaign being opened when you created the event trigger When This displays information about when the relevant action occurs e Immediately after displays if you selected On or On the date when you created the event trigger e X hours before displays if you selected Before X hours when you created the event trigger Note Even if you selected X days or X weeks when you created the event trigger the relevant number of hours displays e N A displays if you selected an option other than those above when you created the event trigger Action Click View to see detailed statistics about the trigger See Viewing Detailed Trigger Statistics Click Print to select the trigger statistics you want to print view a preview of the printed document and send the print job to your printer See Printing Statistics Click Delete to remove a trigger s statistics from the email software The statistics cannot be retrieved Vie
144. gle field to define a recipient s name leave this field blank Note This field displays only when the selected contact list contains custom fields Send your email Select this to send both HTML and text elements of a multipart email as multipart campaign to recipients This allows a recipient s email client to choose the correct display method Note Use this option if you are unsure Also use this option if you don t provide your recipients with the ability to choose HTML or text emails Track open rates Select this to have the email software track the proportion of HTML for HTML emails emails opened by their recipients Note This option cannot be deselected as it is necessary for split testing campaigns to work Track links clicked Select this to have the email software track the proportion of links in this in this email split test that are clicked by the recipient Note This option cannot be deselected as it is necessary for split testing campaigns to work Embed images as_ Select this to embed the images you send in HTML emails rather than attachments linking to them This allows recipients to view the email campaign offline but can increase the email size significantly 7 Click Next In the screen that displays review your split test Figure 91 Sending a Split Test Review Test Send a Split Test To send your split test campaign now simply click the Send My Spit Test Campaign Mow button below
145. h of the image in pixels Note This field is configured automatically when you select or load an image you do not need to change it if you do not want to resize the image Height Specify the height of the image in pixels Note This field is configured automatically when you select or load an image you do not need to change it if you do not want to resize the image Enter the amount of empty space to left and right of the image in pixels Enter the amount of empty space above and below the image in pixels Align Select where the image should display in relation to the paragraph of text in which it is placed Bear in mind that not all HTML viewers display aligned images in exactly the same way Baseline this aligns the image with the baseline of the text x Q The_quick brown_fox_jumps overthe lazy_dog Top aligns the image with the top of the tallest possible letters in the line of text even if there are no tall letters war games amp Z v Middle in most browsers this aligns the baseline of the line of text with the middle of the image K _Ihe quick brown_fox_jumps overthe lazy_dog s However in some browsers this aligns the middle of the text with the middle of the image like ABSmiddle K Fhe quiek bro wn fox jumps e ver the dazy dog S Bottom this behaves the same as Baseline X Q The_ quick brown_fox_jumps overthe Jazy dog In some older browsers bottom referr
146. have performed including the winner of each test click Statistics in the navigation bar then click Split test statistics Note This screen displays information about both manual and automatic split tests This screen shows an overview of your split tests and the winner of each if the test has finished sending and tracking information has been returned You can e View a split test s detailed statistics These include information about the winning email campaign based on the criteria you selected the number of opened emails links clicked bounced emails and unsubscribed contacts e Export a split test s statistics to a CSV Comma Separated Value file e Print a split test s statistics e Delete a split test s statistics from the email software The statistics cannot be retrieved Figure 134 Viewing Split Test Statistics Split Test Statistics Split test campaign statistics allow you to view detailed open unsubscribe and bounce rates see how many subscribers clicked on a link etc choose Action gt Go Results per page 10 X Pages Page 1of1 Back 1 Next x 3 Split Test Name Split Test Type Sent To 4 Emails Sent Winner Finished Sending Action Example Contact Split Test Example Version 2 O Example Split Test Split Test List Split Test Example Version 1 08 Apr 2009 6 21 am View Export Print Delete Table 33 Viewing Split Test Statistics Choose an action Select one or
147. he Link screen Select a file and click this to download the file to your computer Note This icon displays only in the Link screen Click this to show or hide image thumbnails Note This icon displays only in the Images screen Select an image and click this to use the image as the background for your document If the image is not the same size as the document it is repeated tiled Note This icon displays only in the Images screen Creating and Editing Email Links Use the Email Link screen to create and edit links that recipients can click to send an email to the address that you specify Email links use the HTML mailto command Take the following steps to create or edit an email link 1 To create anew email link in your document select text in the HTML editor see Using the HTML Editor and click the Create email link button 3 To edit an existing email link select the link in the document and click the Create email link button The Email Link screen displays Figure 160 The Email Link Screen Link Email y Enter the required information and click on the OK button to create a link to an email address in your webpage Email Address Subject Style X Insert Link Remove Link Cancel 2 Enter the Email Address to which you want the email to be sent 3 If you want to specify the email subject for example Response to Newsletter 15 enter the subject line in the Subject field
148. he built in templates modify a template or build your own from scratch e Write your email s text content e Use custom fields if required e Activate the email allow it to be sent to your contacts e Validate your email if required check how it looks in popular email clients e Preview your email if required send a test copy to your own email address e Save the campaign See Creating and Editing Email Campaigns 8 Send your campaign to your contacts Select the contact list to which you want to send the email campaign and send it out to the contacts belonging to the list See Sending Email Campaigns 9 Check statistics about your campaign Find out how many of your emails reached their targets successfully how many were opened and a variety of other statistics See Viewing Email Campaign Statistics Note Skip this step if you do not want to view statistics about your campaign Logging In to the Email Software Take the following steps to log in to the email software 1 Open your Internet browser and enter the email software s URL in the address bar Hit Enter or click Go Figure 2 Login Screen Login with your username and password below Username Password Take Me to Home Page zj _ Remember my details Login Forgot your password 2 Enter your Username and Password 3 Select the screen you want to see once you have logged in See the following pages for more information on e
149. he link Opening the email Select When to perform the action at the moment the contact clicks the link or opens the email Select After to perform the action at the moment the contact clicks the link or opens the email In the additional fields that display enter the required number of Hours Days or Weeks after the event When triggered Is trigger active Save Cancel Use this field to specify what should happen when the trigger is set off Note You can select multiple options in this field e Ifyou want to send an email to the contact when the trigger is set off select Send an email campaign The list that displays contains all the email campaigns currently configured in the email software Select the required campaign from the list Click Preview to open the selected email campaign in a new browser window Note When you select this option the Sending options tab appears Remember to configure this tab before you save the trigger see The Sending Options Tab e If you want to add contacts to another contact list when the trigger is set off select Add the contact to an additional contact list Figure 114 When Triggered Send Email Campaign MV Add the contact to an additional contact list L Leads for Sales Team ee Select the contact list or lists from the field that displays e Ifyou want to delete the contact from the original contact list select Remove the contact from the contact lis
150. he screen that displays Figure 17 Create or Edit a Contact List Create a Contact List Contact lists are used to store details about subscribers or leads which include their email address and other details such as name company age etc Save Cancel New List Details List Name List Owners Name List Owners Email List Reply To Email List Bounce Email Notify the List Owner Custom Fields Add These Fields to the List isible Fields Show These Fields Company Details Company Name Company Address Company Phone Number Bounce Account Details Process Bounced Emails Bounce Email Server Name Bounce Email User Name Bounce Email Password IMAP Email Account Use Extra Mail Settings Agree to Delete Emails Demo User V Yes send subscribe and unsubscribe notification emails to the list owner amp Birthday aj Q 7 example field I First Name i ft Location E ce FE zj yd Email Address fd Date Added lv Email Format WH Activity Status Confirmed M Yes I want to process bounced emails For this list What are bounced emails and how are they processed f i a K 7 Yes this is an IMAP Account 7 Yes use extra mail settings M I understand that bounced emails will be removed From the inbox I arm using to manage them M
151. ibed unsubscribed bounced and how active the list is at what times 10 Pages Page 1 of 1 Back 1 Next Results per page Contact List amp Created amp Contacts 4 Unsubscribes Action ilh Leads for Sales Team 20 Nov 2007 4 2 view Print illa Leads from Trade Show Oct 2007 20 Nov 2007 7 1 view Print ilh Newsletter Subscribers From Product Demo s 19 Nov 2007 3 932 949 view Print fly Newsletter Subscribers From Website 20 Noy 2007 2 0 view Print ilh webcast Attendees Nov 2007 20 Nov 2007 2 i view Print Table 39 Viewing Contact List Statistics Contact list This displays the name of the contact list This displays the date on which this contact list was set up This displays the number of contacts in this list Unsubscribes This displays the number of contacts who have unsubscribed from this contact list Action e Click View to see detailed statistics about the contact list See Viewing Detailed Contact List Statistics e Click Print to select the contact list s statistics you want to print view a preview of the printed document and send the print job to your printer See Printing Statistics Viewing Detailed Contact List Statistics To view detailed statistics about a contact list click Statistics in the navigation bar then click Contact list statistics Click a contact list s View link Note See Using the Detailed Statistics Screens for further information on these screens The D
152. ically add a contact to a warm leads contact list when the contact opens your email or you could include a Tell me more link in an email and automatically send a personalized email response to all contacts who click the link The following figure shows how triggers work Figure 97 Triggers Overview RELATION EVENT m gt TRIGGER RESPONSE Event this is what sets off the trigger It can be either date related or email related Date related events can be based on a custom field you have set up for your contact list for example each contact s birthday or based on a single date that you specify when you set up the trigger for example Christmas Note If you want to base your trigger on a variable custom field related date you need to set up the custom field in your contact list or lists before you set up the trigger Email related events can be based on a contact either opening an email or clicking a specific link in an email Trigger the trigger configuration defines the event that sets off the trigger the resulting response and the time relation between the event and the response Relation when you create a date related trigger you can configure it to be set off on before or after the event You can also set it to be set off on before or after the next anniversary of the event or on all future anniversaries When you create an email based trigger you can configure it to be set off o
153. idth and height simultaneously e Use the handles at the center of the image s vertical borders circled in red to alter the table s width e Use the handles at the center of the image s horizontal borders circled in blue to alter the table s height Figure 180 Table Icons A416 x 1746 11 29 While you are resizing a table a field displays showing the table s current size in pixels and the number of pixels it has changed in each dimension in the following format current width x current height horizontal change vertical change Note When you resize a table its aspect ratio is not preserved Adding and Deleting Table Rows and Columns To add and delete rows and columns select a table cell Icons display at the cell border Figure 181 Cell icons en e Click the left arrow to add a column to the right of the selected cell e Click the right arrow fy to add a column to the right of the selected cell e Click the up arrow to add a row above the selected cell e Click the down arrow se to add a row below the selected cell e Click the delete column 4 p icon to delete the entire column in which the cell is located e Click the delete row icon to delete the entire row in which the cell is located Composing and Editing HTML To edit your document s HTML code manually click the Source tab under the editing window Figure 182 Editing HTML G 9 amp cou y
154. ies to subscribe again is directed to the error page see Designing an Error Page However since a contact may want to send information to you on more than one occasion contacts who complete a form with this feature configured directed to the thank you page and not the error page Advanced options Choose form This controls the text and background design of the form Select a design design from the list Click Preview this design to see how the form will look Note You need to configure a name for the form in the Name this form field and select a contact list and custom fields in the Choose contact lists section before you can preview the design Email campaign Select Allow contact to choose to let contacts who sign up using this format form choose whether to receive HTML or plain text emails Select HTML to send HTML emails to contacts who sign up using this form Select Text to send plain text emails to contacts who sign up using this form Change format Select this to allow contacts to change the format of the emails they receive from HTML to text or from text to HTML Deselect this if you do not want to allow contacts to change the format of the emails they receive Note This field displays only when you select Modify details in the Choose a form type field Use CAPTCHA Select this if you want to use a CAPTCHA field in your form CAPTCHA form security security presents the user with an image of numerals and te
155. iew Pause or Edit a campaign Figure 95 View Scheduled Email Campaigns View Scheduled Email Queue Any emails you have scheduled to be sent out are shown below The Status field indicates when each email will be sent out Cron the scheduled sending system will run in 28 minutes 39 seconds Send an Email Campaign Delete Selected Results per page 10 Pages Page 1of2 Back 1 2 Next 2 a Email Campaign Name Email Subject Campaign Type Contact List Date Scheduled Activity Status Action 2 m Split Test Example Yersion 1 Example Split ail Campai Example Contact List April 8 2009 9 18 te view Delete Test Campaign Email Campaign Example Contact List April 8 2009 9 18 am Complete iew Delete E m Trade Show Follow Up Did you like our trade Leads from Trade Show November 20 2007 8 33 si Campal Co View Delete show last week Email Campaign Oct 2007 am Complete view Delete Page i of 2 Back 4 2 Next Table 17 View Scheduled Email Campaigns Send an email Click this to send a new email campaign See Sending Email Campaigns campaign for more information Delete selected Select one or more email campaigns and click this to delete the selected campaign or campaigns Select a box belonging to an email campaign before clicking the Delete selected button Select the box at the top of the column to select all campaigns Email campaign This displays the name of the email campaign
156. iew to see how the text version of the email will look e Use the Rule bar to see whether if your email breaks any of the rules used by each popular email client If your email is completely compliant with a client s rules a icon displays If it is not completely compliant a icon displays Note Just because a icon displays does not necessarily mean that your email will display poorly reare many ways in which an email may break a client s rules without significant problems Read the error message that displays beneath the icon and check the email by clicking on the client program s name in the preview bar e Use the Validation window to check how your email displays in the client you choose in the preview bar il THE TOOLBAR This section contains the following chapters Using The Home Screen Using Templates Using Forms Configuring User Accounts Using Email Software Settings Using Tools Using The Home Screen This chapter discusses the screen that displays when you click the Home link in the toolbar Note This is the screen that displays by default when you log in Figure 194 The Home Link Using the Home Screen Click Home in the toolbar Figure 195 The Home Screen Getting Started Guide Sich te Gak Lanes ay Contact Activity for the Last 7 Days What would you like to do R s easy to get started gust follow the simple steps below Oa 1 Would Like to Seth to gett Sart be What would y
157. ight hand corner lt br gt lt br gt hd T hie ic hlacl nf tovt far wr anm ail caronsaian Enter in waur comtent hara Ta ore ate anathar tavt hlaecl we Edit Preview Simple mode The buttons at the top of the screen are described in Using Design Tools Previewing Your Email To see how your email will display in the recipient s email client click the Preview tab under the editing window Figure 183 Previewing an Email Sy Preview Mode Company Name Type your company slogan here Content Block Heading This is a block of text for your A email campaign Enter in your s content here To create another gt block click on the Green icon at the top right hand corner This is a block of text for your email campaign Enter in your content here To create another text block click on the Green icon at the top right hand corner This is a block of text for your email campaign Enter in your content here To create another block click on the Green icon at the top right hand corner This is a block of text for your email campaign Enter in your content here To create another text block click on the Green icon at the top right hand corner Content Block Heading here Ta eresta sannther black elici an the Croan t iran at the tan This is a block of text for your email campaign Enter in your content a gt KE Edit Source breview g Simple mode Note To ensure that
158. iginal version of the email which has had no changes or variations applied to it This is particularly important if you are split testing variations of an email campaign that you have used in the past In order to accurately gauge the effectiveness of each new variation you must compare it against the control email which is sent at the same time as the variations and NOT the email you sent in the past If you compared the new variations performance against that of the email you sent in the past your results could be affected by a multitude of variables time of day the email was sent the day of the week the season economic conditions and many more that would severely impair the comparison Use a large test group Like any statistical analysis political polls for example the larger the test group you use the more accurate and reliable your results will be Use the correct metric The email software lets you base your split test on open rates or click through rates links clicked Make sure you select the metric that makes sense based on the type of variation you re testing If you are testing variations in your subject line it makes sense to use the open rate since recipients open or don t open emails based largely on the subject line If you are testing variations in your email s graphic design it makes sense to use the click through rate it would be useless to base the test on the emails open rate since recipients d
159. il on their birthday for example and event related triggers so that a contact is automatically added to a warm leads contact list when he or she opens your email Custom Fields Custom fields are variables that are added to a contact list You can add any kind of variable you want City Date of birth Zip code Hat size whatever you need When you add a custom field to a contact list you can then add it in to an email Campaign The email software already has a lot of built in custom fields that you can use to personalize your emails For example if you required that a contact fills in a First name field in the website form you can then send out an email that automatically addresses the contact as Dear Joe This function is similar to the mail merge feature found in some word processing and database applications Note If you are going to use custom fields in emails it is strongly recommended that you make them mandatory a contact must fill them in to sign up This way you can be sure that you will have no embarrassing gaps in your emails Email Tracking The email software allows you to track and view a variety of information about the emails you send how many are opened and when how many links are clicked in each one and which link was clicked and so on Bounce Tracking Bounced emails are those that never reach their destination This can happen for numerous reasons
160. il was forwarded to you by REFERRER EMAIL Next gt gt Cancel Table 56 Designing Forwarded Email Headers Email header Design the HTML header in the WYSIWYG editor that displays See Using HTML the HTML Editor for information Note The REFERRER_EMAIL variable places the email address of the contact who forwarded the email into the HTML header Email header text Enter the text that displays in the plain text header Note The REFERRER_EMAIL variable places the email address of the contact who forwarded the email into the HTML header Next Click this to proceed to the next screen The next screen depends on the option you selected in the Configuring basic form settings screen Click this to return to the View website forms screen Designing an Error Page Use this screen to configure a page that displays if there is an error in the subscription or unsubscription modification or forwarding process Figure 212 Designing an Error Page Create a Website Form IF something goes wrong during signup the contact will be shown the options you choose in the form below Saye Cancel Error Page Options For the Error Page fe Let me customize what the page looks like a 2 Default B U Z _ z Szety A 7 A image A Custom Fields An error has occurred n error s has occurred while trying to subscribe you to our contact list o oGLOBAL_Errors o Go Ba
161. ing Email Campaign Statistics for information on viewing statistics about the email campaigns you have sent out to your contacts e See Viewing Split Test Statistics for information on viewing statistics about the split tests you have performed e See Viewing Autoresponder Statistics for information on viewing statistics about the autoresponder you send out to contacts at predefined intervals e See Viewing Trigger Statistics for information on viewing statistics about the emails that the email software has sent to contacts in response to trigger events e See Viewing Contact List Statistics for information on viewing statistics about the behavior of the contacts in your contact lists e See Viewing User Account Statistics for information on viewing statistics about the users of the email software including yourself e See Managing Statistics for information on performing a variety of tasks in the Statistics screens such as exporting statistics printing statistics and using the detailed statistics screens Viewing Email Campaign Statistics To view statistics about email campaigns click Statistics in the navigation bar then click Email campaign statistics Note This screen displays information about only the campaigns you have already sent out This screen shows an overview of your email campaigns and some basic statistics about each You can e View a campaign s detailed statistics These include statistics about the number o
162. ing Templates This chapter discusses how to use the Templates menu in the toolbar Figure 196 The Templates Menu Home Templates Forms User Accounts Settings Tools Logout Help s Syste w 10 123 2 Sor 2009 GMT 5 00 Custom Email Templates System Time 10 12 am 12 Apr G 0 Create a Custom Template view Built In Email Templates Templates Overview Templates control the look of your email They specify which fonts and text colors to use the background colors and images to display and the size and shape of the text areas on the user s screen How Templates Work Templates use HTML HyperText Markup Language to define your email s aesthetics The user s email client reads this information and displays the email accordingly This gives your email the same design flexibility found in HTML web design Note If in doubt it is strongly advised that you configure email templates to send both HTML and plain text elements multipart Some email clients cannot display HTML and some users turn HTML display off so it is important to transmit a plain text element as well You can assign templates to new email campaigns or to autoresponders Advantages of Templates Using templates to coordinate your email campaigns confers two main advantages First your email is instantly recognizable You can use templates to define or extend corporate branding by presenting the user with your company s color s
163. ing an Error Page 6 Include a link to the form in your emails or autoresponders using the corresponding custom field When you are editing a template email or autoresponder click the Custom fields button Then select Send to friend forms Select the name of the form from the list that displays Note You cannot add send to friend forms to your website Use the custom field link to add them to your emails instead Configuring Basic Form Settings Use this screen to configure basic form settings such as form name and type form design and the contact list or lists with which the form is associated Note The fields that display in this screen depend on the selection you made in the previous screen Figure 208 Configuring Basic Form Settings Create a Website Form subscribe unsubscribe modify details or send to friend form which you can place on your website Next gt gt Cancel Form Name amp Type Choose a Form Type Subscription Y Name this Form Use Double Opt In Confirmation M Yes use double opt in email confirmation amp Send a Thank You Email M Yes send the contact a thank you email Email New Contacts Details to You C Yes send me an email with a copy of the contact s details Advanced Options Choose a Form Design Classic White Default v o Q Preview this Desi Email Campaign Format Allow Contact to Choose bd Use CAPTCHA Form Security M Yes use CAPTCHA form security reco
164. ing the fields into your emails Information stored in the email software about a contact name email address country and so on Before you can use contact specific information you must first include it in your contact list This means defining the custom fields if they do not already exist in the email software and then associating them with a contact list If you want to populate your contact list using a website form which your contacts fill in you also need to include the field in your form Note If you intend to use a custom field in your emails and populate your contact list using a website form it is strongly recommended that you make the custom field mandatory in the form This will avoid leaving gaps in the text of emails you subsequently send out Use the Custom fields menu in the navigation bar to view and define custom fields for contact specific information Viewing and Managing Custom Fields To view an existing custom fields you already created click Custom fields in the navigation bar then click View custom fields This screen allows you to view and manage all the custom fields configured in the email software You can create edit and delete custom fields in this screen Figure 121 Viewing Custom Fields View Custom Fields Custom Fields allows you to collect and store more information that just a contact s email address such as their name country etc Learn about custom fields here Create a Custom Fie
165. ion such as Adobe Acrobat you can also create a PDF file 1 Click Statistics in the navigation bar then click the option you want to print In the screen that displays click an entry s Print link Alternatively select multiple entry s checkboxes and select Print from the Choose an action menu The Print Statistics screen displays Note This example uses the screens for Email campaign statistics The screens for other types of statistics are similar Figure 145 Printing Statistics Print Email Campaign Statistics Please choose which statistics you would like to print WM Statistics Snapshot V Opens Summary Include details of 3726 people who have opened this email V Link Clicks Summary Include details of 3726 people who have clicked on a link M Bounce Summary Include details of 207 people who have bounced V Unsubscribe Summary Include details of 175 people who have unsubscribed M Forwards Summary M Include details of 0 people who have forwarded this email Print Preview Cancel 2 Select the types of statistics you want to include in the printed output 3 Click Preview to see how the printed output will look The preview opens in a new browser window Figure 146 Printing Statistics Preview Statistics Snapshot Email Subject Introducing Our Latest Product Contact List Newsletter Subscribers From Product Demo s Start Sending November 19 2007 9 09 am Finished Sending November 19 2007 9 14 a
166. is returned 4 Select the Initial State of the radio button e Select Unchecked to have the radio button empty off by default e Select Checked to have the radio button selected on by default 5 If your document has styles defined you can select a Style to have the radio button display using the selected style 6 Cl ick OK to save your changes and close the window Alternatively click Cancel to close the window without saving any changes Inserting a List Box List boxes also known as select fields allow users to select an option from a drop down or Static list 1 Cl ick the Form functions button and select Insert Select Field Figure 172 Insert List Box Name Enter the required information and click on the OK button to insert a select field into your webpage Maintain Options Current Options Text Value Selected i Single Select v x Cancel 2 Enter the radio button s Name 3 Configure the Maintain options fields These fields allow you to populate the Current options list and specify the Values that are returned in the form Enter the Text that you want to display in the list Enter the Value for the list option Note that the Value returned and the Text displayed may be completely different if required Select Selected if you want the list option to be selected by default Click Add to include the option in the list Select an option in the list edit it an
167. is template to be sent in HTML only If you select this option your emails will not display in email clients that cannot display HTML messages 4 If you want to base this email template on an existing template select the template in the Email template list A preview of the template displays If you do not want to base this email template on an existing template select No template in the Email template list 5 Click Next Figure 199 The Template Editor Create a Custom Email Template Comom anal Competes can Da used as the hans of ayy new emad CANCE YOu Create Lean more above tham Dy re ning ths article Template Details HTML Contere amp Crente cortert wang De WYSIWYG ecto below C Upbeed a File from oy computer C iroort a fie from a web ste BAY Bus EE iSe A E dime E Company a Ug Custom Feis Ou are subscribed oF Ww Mormatedorases Content Block Heading This ts a block of text for your ema campaign Enter in your content here To create another block dick on the Green won at the top nght and comer 4 MIML Tage BODY toe Source Preven teat Corder Tyee text to the text box heita C Uptoed a file from my computer c bree a fhe fr m a wb oe Sidebar Block Hea Lites o This is the sine night column block of text Here wou can plane short bext nems such as avert Notes News tems and other short notices To Weite another Small client cann
168. ists to unconfirmed contacts e Merge the selected lists together select two or more lists and use this to combine them An Edit contact list screen displays see Creating and Editing Contact Lists for information on the fields in this screen allowing you to define the new combined list e Toggle between List mode and Folder mode see Contact List Groups You can also view search and add contacts and edit copy or delete a contact list Figure 11 Viewing Contact Lists View Contact Lists Contact lists are used to store details about subscribers or leads which include their email address and other details such as name company age etc Create a Contact List Choose an action Go E 3 Results per page 10 X Pages Page 1of1 Back 1 Next List Name 4 Created 4 Contacts 4 List Owner amp Archive Action gt Leads for Sales Team 20 Nov 2007 3 Demo User SEE view Contacts Add Contact Edit Copy Delete m Leads from Trade Show ea Re ee Rare 2 ae 2007 20 Nov 2007 7 Demo User E view Contacts Add Contact Edit Copy Delete Oct 2007 Newsletter Subscribers ie 19 Nov 2007 Demo User view Contacts Add Contact Edit Copy Delete From Product Demo s Newsletter Subscribers E S A _ am iga 20 Nov 2007 Demo User view Contacts Add Contact Edit Copy Delete From Website Webcast Attendees Nov 007 20 Nov 2007 Demo User 3J view Contacts Add Contact Edit Copy Delete 200 Note The above figur
169. itor see Using the Editing Window e Click Source to go to the HTML code editor see Composing and Editing HTML e Click Preview to go to the email preview window see Previewing Your Email Using the Text Editor The text editor controls the text element of your document This element is sent to the recipient in plain text e If your recipient s email client cannot display HTML emails the text element is all the recipients see e If you selected Text in the screen where you define your document the text element is all the recipients see even if their email clients are capable of displaying HTML emails e If you selected HTML in the screen where you define your document the text editor does not display Select HTML and text or Text instead There are two basic ways of using plain text emails 1 You can use a plain text email to send the full text of your email You can do this whether or not you also send an HTML element If you also send an HTML element the main text should be the same in both elements since a recipient will see only one element and not the other 2 When you want to send multipart emails those with both HTML and plain text elements you can also use the plain text element to inform recipients whose email clients cannot display HTML emails of this fact and to redirect them to the web based version of the HTML email Note Most built in templates are multipart Creating a Plain Text Email Take the following
170. k Chicago Los Angeles Miami Atlanta Next gt gt Cancel The fields that display in this screen are the same as those in the Contacts gt Search contacts screen See Searching Your Contacts for more information Click Next 6 Use this screen to configure your campaign settings Figure 79 Send an Email Campaign Campaign Settings Next gt gt Cancel Email Campaign Settings Send This Email Campaign Send From This Name Send From This Email Address Send Reply Emails to Send Bounced Emails to Email Scheduling Settings Send Your Email Campaign Now Notify Owner About Sending Advanced Settings Optional My First Name Custom Field is My Last Name Custom Field is Send Your Email as Multipart Track Links Clicked in this Email Embed Images as Attachments Track Open Rates for HTML Emails Send an Email Campaign Fill out the form below to send an email campaign If you are unsure what any of the advanced options mean then you can skip them This email campaign will be sent to approximately 3 contacts why approximately Please select an email campaign x Sy Demo User w femail address com s email address cam Q Preview email address com send my email campaign now untick to schedule amp M Yes notify the owner of the list s when sending starts and ends Please select your last name custom field z lV ve v Fy s send the email as m
171. k Delete to remove the template from the email software Creating and Editing Custom Email Templates The email software allows you to create custom email templates using the built in editor You can build a template from scratch edit an existing built in template or base your template on an HTML file you upload from your computer or a remote URL Note If you want to create a new template based on a custom template you created previously use the Templates gt Custom email templates screen to copy the template then edit the new template See Managing Custom Email Templates Creating a Custom Email Template Take the following steps to create a custom email template 1 Click Templates in the toolbar and select Create a custom template Figure 198 Templates Create a CUstom Template Create a Custom Email Template New Template Details f N Zz tt Port H and Tet 8 amp Generik J Promotion Generic 4 Newsletter Next gt gt Cancel 2 Enter a new Template Name 3 Select the type of template you want to create e Select HTML and Text if you want emails you send using this template to be sent with both HTML and plain text elements multipart Email clients that can display HTML messages use the HTML element and clients that cannot display HTML use the plain text element e Select Text if you want emails you send using this template to be sent in plain text only e Select HTML if you want emails you send using th
172. l address for this contact list If you want to use a different address for handling bounced emails enter the new address in this field Email subject Enter the subject line for the confirmation email Confirmation email HTML Confirmation Design the plain text version of the confirmation email in this section email text See Using the Text Editor for information Design the HTML version of the confirmation email in this section See Using the HTML Editor for information Next Click this to proceed to the next screen The next screen depends on the option you selected in the Configuring basic form settings screen Cancel Click this to return to the View website forms screen Designing a Thank You Page and Email Use this screen to configure a page informing contacts that the subscription or unsubscription modification or forwarding process is complete and an email in which the same information is conveyed Note The fields that display in this screen depend on the type of form you are creating Not all fields display for all form types Figure 210 Designing a Thank You Page and Email Create a Website Form This step allows you to create the thank you emails and HTML page to let your contact know that you are aware of their actions Next gt Cancel Thank You Page Options For the Thank You Page fe Let me customize what the page looks like E BAY BUZZ EZ ESEE BUG Default gt Sizet 3 image l
173. l addresses belong This information is ranked according to the number of email addresses belonging to a domain You can also see information about the number of contacts who are confirmed unconfirmed have unsubscribed have had emails bounced and have forwarded emails ranked by domain Open statistics Use this tab to see information about the number and percentage of emails that were opened by members of this contact list You can also see the date on which an email was opened by an individual recipient and whether it was opened as HTML or plain text Link statistics Use this tab to see information about the number and percentage of links in emails that were clicked by their members of this contact list as well as the average number of clicks per email and the most popular link overall You can also see which individual recipients clicked a link and at what date and time Bounce statistics Use this tab to see information about the number and percentage of undeliverable emails sent to this contact list as well as the number of hard bounces and soft bounces You can also see the type of bounce hard or soft for each bounced email the exact reason that the email was not delivered and the date and time at which the bounce occurred Note Hard bounces are emails that were not delivered because of a permanent reason for instance the email account does not exist whereas soft bounces are emails that were not delivered for a temporary r
174. l with the cell to its right or select Decrease column span to split a multi column cell from its rightmost section The cell displays in the HTML editor at its modified width Increasing and Decreasing Row Span Take the following steps to merge a table cell into the row beneath it increase row span or split a table cell from a cell with which it was previously combined decrease column span Note A cell can be split down to a single row height and no further 1 Inthe HTML editor select a table cell in the column you want to modify 2 Click the Table functions button 07 3 Select Increase row span to merge the cell with the cell beneath it or select Decrease row span to split a multi row cell from its lowest section The cell displays in the HTML editor at its modified width Inserting and Editing Forms HTML forms allow recipients of your email to perform a variety of tasks They can enter information in form fields select options using radio buttons check boxes and list boxes and click buttons to send or reset the form Furthermore hidden form fields in your emails do not display in the recipient s email client but convey information back to you when a form is sent Forms reference scripts in order to perform the required action These scripts may be located on the email software server or on another server on the Internet Alternatively forms can use an HTML mailto command to email the form contents to a specified a
175. lays see Viewing and Managing Custom Fields Configuring a Text Field This section describes how to configure the screen that displays when you select Text field in the Create a Custom Field Type and Name screen see Creating and Editing Custom Fields Figure 124 Configuring a Text Field Create a Custom Field Fill out the form below and then click Afext gt gt to continue Next gt gt Cancel Custom Field Details Default Value Field Length Maximum Length Minimum Length Next gt gt Cancel Table 24 Configuring a Text Field Default value Enter the value that displays by default in the field you are configuring Note If a contact fails to enter information in this field this value displays in the contact s contact list entry Field length Enter the length of the field as you want it to display on your website Maximum length Enter the maximum number of characters a contact may enter in this field Minimum length Enter the minimum number of characters a contact may enter in this field Next Click this to save your changes in this screen and proceed with configuring your custom field Cancel Click this to return to the View custom fields screen See Viewing and Managing Custom Fields Configuring a Multiline Text Field This section describes how to configure the screen that displays when you select Multiline text field in the Create a Custom Field Type and Name screen see Creating an
176. ld Delete Selected Results per page 10 X Pages Page 1of1 lt Back 1 Next B Custom Field 2 Created 2 Type Mandatory Action example field 06 Oct 2008 Text Field Yes Edit Delete First Name 20 Nov 2007 Text Field fes Edit Delete Location 20 Nov 2007 Pick List Yo Edit Delete Registered 20 Nov 2007 Radio Buttons Edit Delete Table 23 Viewing Custom Fields Create acustom field Click this to define a new custom field See Creating and Editing Custom Fields for information on the screens that display Delete selected Select a box belonging to one or more fields then click this button to delete the selected fields Select a box belonging to a field before clicking the Delete selected button Select the box at the top of the column to select all fields Custom field This displays the name of the custom field This displays the date on which you created the custom field Type This displays the type of custom field See Creating and Editing Custom Fields for information on the types of custom fields available Mandatory This displays Yes if a contact must complete this field to be added to the contact list Action e Click Edit to modify a custom field See Creating and Editing Custom Fields for information on the screens that display e Click Delete to remove a custom field from the email software The field cannot be retrieved Creating and Editing Custom Fields Take the following steps to cre
177. le you want to modify 2 Click the Table functions button 01 and select Modify table properties The Modify table properties screen displays Figure 163 Modifying Table Properties y Enter the required information and click on the OK button to modify the properties of your table Background Color fattrto0 k Cell Padding Border Cell Spacing pr T Height Lo o l Style v OK Cancel 3 Make the changes to the table s properties The fields that display are the same as those in the Insert table scree See Inserting a Table for information on how to modify the fields 4 Click OK The changes to your table display in the HTML editor Alternatively click Cancel to close the Modify table properties screen without making any changes Modifying Cell Properties Take the following steps to change the properties of a cell in an existing table in a document 1 Inthe HTML editor click inside the cell you want to modify Note The email software supports the modification of one cell at a time 2 Click the Table functions button 1 and select Modify cell properties The Modify cell properties screen displays Figure 164 Modifying Cell Properties P Enter the required information and click on the OK button to modify the properties of your table cell Background H A Cell Width Color Y Cell Height Horizontal left g Align Style ad vertical midde Align 3
178. led statistics These include statistics about the number of autoresponders sent out and opened links bounced autoresponders unsubscribed contacts and forwarded autoresponders e Print an autoresponder s statistics e Delete an autoresponder s statistics from the email software The statistics cannot be retrieved Figure 136 Viewing Autoresponder Statistics Autoresponder Statistics Use autoresponder statistics to see which autoresponders are being sent how many people are opening them and trends of those receiving them Choose an action Go Results per page 10 Pages Page lofi Back 1 Next Name this Autoresponder Contact List Sents Recipients 6 Unsubscribes Bounces 4 Action 144 hours til Third Follow Up Leads for Sales Team after signup 1 0 View Print Delete Newsletter Subscribers From Immediately a Thanks or Trying Qur Product Demo Product Demo s after signup view Print Delete 24 hours gil Second Follow Up Leads for Sales Team sf Nay after signup View Print Delete ills Get 20 off To day Only Newsletter Subscribers From 168 hours Product Demo s after signup View Print Delete Immediately ills First Follow Up Leads for Sales Team after signup View Print Delete ills AFew Tips to Get the Most from Our Widgets Newsletter Subscribers From et hours 5 5 view Print Delete Product Demo s after signup P Ana rae A toate Table 35 Viewing Autorespo
179. m Sending Time 5 minutes 4 seconds SentTo 5 000 of 5 000 Sent By Demo User Opened 3 726 Total Opens 3 726 Unique Opens Open Rate 74 52 Click through Rate 74 52 Bounced 207 Email Campaign Summary Graph B opene 75 2 BF incpenec 21 2 BB pounced 4 2 Unopened 21 Bounced 4 Opened 75 w 4 Close the preview window In the Print Statistics screen click Print A print dialog box opens Figure 147 Printing Statistics Print Dialog gt Printer Name Adobe PDF Properties Status Ready Type Adobe PDF Converter Where Desktop pdf Comment Print to file Print range 1 Copies All Number of copies i H C Pages from fi to fi I Collate Print Frames Asiaid cut on the screen The selected frame Each frame separately Select the printer you want to use Click Properties to configure the print job further Note If you want to make a PDF file and have a PDF generation application such as Adobe Distiller select the application from the Name menu 5 Click OK to send the print job to the printer Using the Detailed Statistics Screens When you click a View link in one of the statistics screens a Detailed statistics screen displays This screen contains multiple tabs each of which displays a different subset of information about the subject see the section on each screen for information on each tab Each detailed statisti
180. mbers Only Field Default value Enter the value that displays by default in the field you are configuring Note If a contact fails to enter information in this field this value displays in the contact s contact list entry Field length Enter the length of the field as you want it to display on your website Maximum length Enter the maximum number of characters a contact may enter in this field Minimum length Enter the minimum number of characters a contact may enter in this field Next Click this to save your changes in this screen and proceed with configuring your custom field Cancel Click this to return to the View custom fields screen See Viewing and Managing Custom Fields Configuring a Pick List This section describes how to configure the screen that displays when you select Pick List in the Create a Custom Field Type and Name screen see Creating and Editing Custom Fields Figure 127 Configuring a Pick List Create a Custom Field Fill out the form below and then click vex to continue Next gt Cancel Custom Field Details Instructional Text Please choose an option v List of Values Sort Values Alphabetically Next gt Cancel Table 27 Configuring a Pick List Instructional text Enter the text that displays to tell the user how to configure the field List of values Enter all the options the user may pick from the list Sort values Click this to arrange the option
181. mmended amp Choose Contact Lists iy Choose the listis you want to add remove contact from and which custom fields to include on your form Learn more here Contact Lists Custom Fields l Bounce Test Example Contact List Leads for Sales Team TO Webcast Attendees Nov 2007 Change Field Order Drag amp Drop Email Address Required Contact Format Next gt gt Cancel Table 53 Configuring Basic Form Settings Form name and type Choose a form Select the type of form you want to create See Creating and Editing type Forms Name this form Enter a name for this form This name identifies the form in the email software Use double opt in Select this if you want to send an email to contacts in which they must confirmation click a link to confirm that they want to subscribe to this list Deselect this if you do not want to send such an email Send a thank Select this if you want to send an email to contacts once they have you email successfully subscribed to the list Deselect this if you do not want to send such an email Email new contact Select this if you want to receive the information that a contact enters by details to you email Deselect this if you do not want to receive such emails Note You can use this feature to turn a website form into a contact form a contact can use it to send you information or queries directly Usually a contact who is already subscribed to a list and tr
182. move the campaign from the email software alo D Creating and Editing Email Campaigns The email software s email campaigns are usually based on templates see Using Templates You can take a template and customize it for use in your campaign replacing its text with your own adding or removing sections and images and modifying its formatting if required Alternatively you can create a new email campaign without using a template If you choose to do this you can build the campaign yourself using the text or HTML editor or import an HTML file from your computer or a web page Take the following steps to create a custom email campaign 1 Click Email campaigns in the navigation bar and select Create an email campaign Figure 74 Create an Email Campaign Create an Email Campaign Type a name for your campaign and optionally choose a format and template below to get started Click Mext when you are ready to continue Next gt gt Cancel Email Campaign Details Email Campaign Name amp Email Campaign Format HTML and Text Recommended a Email Template No Template rato Email Templates No preview available FlowerArt iew Built In Email Templates Business Generic 1 Newsletter Generic 1 Promotion Generic 2 Newsletter Generic 2 Promotion Generic 3 Newsletter Next gt gt Cancel 2 Enter anew Email Campaign Name 3 Select the type of campaign you want to create e Select HTML and Te
183. n event type Phone call Meeting and so on the email software automatically adds an appropriate icon if the email software does not recognize the event type it uses a generic calendar icon 3 Enter a Subject that describes this event log entry 4 Select a date and time for this log entry Entries are ordered in the log by date and time Figure 34 Manual Event Logging Select Date and Time 10 4 2009 Clear Close lt Prev Today Next gt via gt Malice Su Mo Tu We Th Fr Sa 213 Be 9 GO 11 16 17 18 23 24 25 30 Note By default the current date and time displays If you want to log the event as taking place at the current date and time you do not need to select a date and time 5 If you want to include additional information in the log enter it in the Notes section 6 Click OK The new entry displays in the event log Searching Your Contacts Take the following steps to conduct an advanced search of your contacts Note To conduct a simple search use the Search box in the Contacts gt View all contacts screen and other screens 1 Click Contacts in the navigation bar then click Search contacts Figure 35 Searching Contacts Choose List or Segment Search for Contacts contact is a person that has been added or subscribed to your contact list You can view all of your contacts or you can use the Filtering options to Find specific contacts Next gt gt Cancel Search Options
184. n or after the event Response this is the action that is taken when the trigger is set off These actions can be external sending an email to the contact or internal adding the contact to a new contact list or removing the contact from the current contact list You can perform multiple actions for example if a contact in your Raw leads list clicks a Tell me more link in an email you can automatically send a subsequent email with more information add the contact to a Warm leads contact list and remove the contact from the Raw leads list all at the same time Viewing Autoresponders Take the following steps to view details about an autoresponder you already created 1 Click Autoresponders in the navigation bar then click View autoresponders Figure 98 View Autoresponders Choose Contact List View Autoresponders 4utoresponders are emails that you can set up to be sent automatically to contacts at different intervals after they subscribe Learn more about autoresponders Next gt gt Cancel Select a Contact List s Contact List Leads for Sales Team 3 active contacts 3 Autoresponders Leads From Trade Show Oct 2007 7 active contacts Newsletter Subscribers From Product Demo s 3 930 active contacts 3 Autoresponder Newsletter Subscribers From Website 0 active contacts Webcast Attendees Nov 2007 0 active contacts Next gt gt Cancel 2 This screen displays a list of
185. name for the field in the Custom field name field 4 If you want the email software to allow users to join a contact list only once they have completed this field select the Is this field required check box 5 Click Next The fields that display in the next screen depend upon the Custom field type you selected e If you selected Text field see Configuring a Text Field e If you selected Multiline text field see Configuring a Multiline Text Field e If you selected Numbers only see Configuring a Numbers Only Field e If you selected Pick list see Configuring a Pick List e If you selected Checkboxes see Configuring Checkboxes e If you selected Radio buttons see Configuring Radio Buttons e If you selected Date field see Configuring a Date Field 6 When you have completed the fields in this screen click Next Figure 123 Create a Custom Field Select Contact List Create a Custom Field Choose which contact list s you d like to associate this custom field with and then click the Save button below Save Cancel Select Contact Lists Contact Lists Leads for Sales Team Leads from Trade Show Oct 2007 Newsletter Subscribers From Product Demo s Newsletter Subscribers From Website Webcast Attendees Nov 2007 Save Cancel 7 Select the contact list or lists in which you want to use this custom field 8 Click Save to finish configuring your custom field The View custom fields screen disp
186. ncel Who Do You Want To Send To I Want To Send the selected split test to all contacts in the selected list s below C Send the selected split test to all contacts in the selected segmentis below Select a Contact List s Contact List s Example Contact List 10 active contacts Next gt gt Cancel 3 Select the contacts to whom you want to send the test in the I want to section e To send the campaign to the entire list you select in the Contact list field select Send the selected split test to all contacts in the selected list s below e To send the campaign to the segment you select in the Segments field select Send an email to all contacts in the selected seqment s below Note Segments define a sub section of a contact list In order to select a segment here you must first create segments see Creating Editing and Viewing Segments 4 Select the contact list s or segment s to which you want to send the email campaign Use the search box below the list to search for contact lists or segments 5 Click Next 6 The screen that displays allows you to configure your campaigns settings Figure 89 Sending a Split Test Test Settings Send a Split Test Fill out the form below to send an email campaign If you are unsure what any of the advanced options mean then you can skip them The split test campaign will be sent to approximately 10 contacts Next gt gt Cancel Split Test Campaign
187. nder Statistics Choose an action Select one or more autoresponders select an option from the list and click Go to perform the selected action Select a box belonging to an autoresponder before choosing an option from the Choose an action list Select the box at the top of the column to select all autoresponders Name this This displays the name of the autoresponder autoresponder Contact list This displays the name of the list with which this autoresponder is associated This displays the time after signup that this autoresponder is sent Recipients This displays the number of contacts to whom the autoresponder has been sent Unsubscribes This displays the number of contacts who subsequently unsubscribed from the contact list using the link in the autoresponder Bounces This displays the number of autoresponders of this type that could not be delivered Action e Click View to see detailed statistics about the autoresponder See Viewing Detailed Autoresponder Statistics Click Print to select the autoresponder s statistics you want to print view a preview of the printed document and send the print job to your printer See Printing Statistics Click Delete to remove an autoresponder s statistics from the email software The statistics cannot be retrieved Viewing Detailed Autoresponder Statistics To view detailed statistics about an autoresponder click Statistics in the navigation bar then click Autoresponder st
188. nfindex php Page Subscribers amp Action Edit amp List 98id 5031 Save Cancel 3 Log into your Google calendar account at www google com calendar at the time of writing and navigate to the date The follow up reminder displays Click the reminder to see its details Note If the follow up reminder does not immediately display click the calendar s Refresh link Figure 43 Google Calendar View Reminder What Follow Up When 5 1 2009 12 00pm to 10 30pm 571 2009 F All day Repeats Does not repeat Where Calendar gt Description Follow Up index php Page Subscribers amp Action Edit subAction Save List 9asave 4 To navigate back from Google Calendar to the contact s page in the email software copy the link that displays in the Description field paste it into your browser s URL bar and hit ENTER or click Go Importing Contacts From a File Take the following steps to import contact information from a CSV file to the email software 1 Click Contacts in the navigation bar then click Import contacts from a file Figure 44 Import Contacts From a File Import Contacts from a File To import contacts From a CS File on your computer start by select which lists to import contacts to From those shown below Next gt gt Cancel Select a Contact List s Contact List Leads For Sales Team 4 active contacts Leads from Trade Show Oct 2007 7 active contacts Newsletter Sub
189. ntact stored in the email software click Contacts in the navigation bar then click View all contacts Click the relevant contact s View link Figure 32 View Contact View Contact Details for the contact you selected are shown below Click Sait Confactto make changes or Delete Contactto delete the contact from your list Edit Contact Delete Contact Go Back Contact Details Email Address Email Format HTML Confirmation Status Confirmed Status Active as 7 29 am S Contact Request Date January 27 2009 Contact Request IP Unknown Contact Confirm Date January 27 2009 7 29 am Contact Confirm IP Unknown Event Log The event log for this contact is shown below Click Log ventto log a new event Log Event Delete Selected L Subject Event Type amp Last Updated Created By Action E Sent the Email Campaign test Sent an Email Campaign January 27 2009 7 53am demo Edit Delete Table 11 View Contact Edit contact Click this to make changes to the contact s information See Adding or Editing a Contact for information on the screen that displays Delete contact Click this to remove the contact from the email software A deleted contact s information cannot be retrieved Click this to return to the previous screen Contact details This section displays information about the contact Email address This displays the email address to which emails for this conta
190. o My First Name Custom Field is elect your First Name custom field My Last Name Custom Field is Please select your Last Name custom field Send Your Email as Multipart IV Yes send the email as multipart amp Track Open Rates for HTML Emails IV Yes track opening of HTML emails amp Track Links Clicked in this Email M Yes track all links in this email campaign amp Embed Images as Attachments Yes embed images in the content n Save Cancel Table 22 Create a New Trigger Sending Options Send from this name This is the name of the person from which the triggered email will be sent This displays your user s full name specified in your user account settings see Creating and Editing User Accounts If you want to use a different name enter the new name in this field Send from this email This is the email address from which the triggered email will be sent address This displays your email address specified in your user account settings If you want to use a different name enter the new name in this field Send reply emails to This is the email address to which a contact s reply email will be sent This displays your email address specified in your user account settings If you want to use a different name enter the new name in this field Send bounced emails Enter the address to which undeliverable emails are sent to My first name If you use a custom field to define a re
191. o not see an email s design until after they have opened it Viewing and Managing Email Campaigns To view an existing email campaign you already created click Email campaigns in the navigation bar then click View email campaigns This screen allows you to view and manage all email campaigns you have created in the past whether you already sent them or not You can e Create an email campaign build a new email campaign See Creating and Editing Email Campaigns e Delete remove the campaign or campaigns from the email software The campaign cannot be retrieved e Archive turn on automatic archiving of the campaign on the email software s server e Unarchive turn off automatic archiving of the campaign on the email software s server e Activate allow the campaign to be sent give your permission e Deactivate forbid the campaign from being sent deny your permission You can also view send edit copy and delete email campaigns Figure 73 Viewing Email Campaigns View Email Campaigns Email campaigns are messages that are sent to your contacts Use email campaigns to send newsletters promotions or notification emails Create an Email Campaign Create a Split Test Choose an action lt Go Results per page 10 ai Pages Page 1of1 Back 1 Next B Name amp Subject Created amp Last Sent EmailFormat Active Archive Action Copy of Monthly Newsletter Oc tH Wedding Season Sa Get Re
192. o see the date on which an autoresponder was opened by an individual recipient and whether it was opened as HTML or plain text Use this tab to see information about the number and percentage of links in this autoresponder that were clicked by their recipients as well as the average number of clicks per autoresponder and the most popular link in this autoresponder You can also see which individual recipients clicked a link and at what date and time Use this tab to see information about the number and percentage of undeliverable autoresponders as well as the number of hard bounces and soft bounces You can also see the type of bounce hard or soft for each bounced autoresponder the exact reason that the autoresponder was not delivered and the date and time at which the bounce occurred Note Hard bounces are autoresponders that were not delivered because of a permanent reason for instance the email account does not exist whereas soft bounces are autoresponders that were not delivered for a temporary reason for instance the recipient s inbox was full Use this tab to see information about the number of contacts who have unsubscribed using a link in this autoresponder You can also see the email address of each contact the date and time at which the contact unsubscribed and the month with the greatest number of contacts unsubscribing Use this tab to see information about the number of contacts who have forwarded this autoresp
193. o send the campaign to the entire list you select in the Contact list field select Send an email to all contacts in the selected list s below e To perform a search see step 5 and send the campaign to only the contacts matching the search select Send an email to contacts who match my search criteria in the selected list s below e To send the campaign to the entire list you select in the Segments field select Send an email to all contacts in the selected seqment s below 3 Select the contact list s or segment s to which you want to send the email campaign Use the search box below the list to search for contact lists or segments 4 Click Next 5 If you opted to perform a search for the contacts to whom you want to send the campaign the following screen displays If you did not opt to perform a search skip to step 6 Figure 78 Send an Email Campaign Search Contacts Send an Email Campaign Use the Form below to choose which contacts receive your email You don t have to Fill in all Fields only the ones you want to filter on Learn more about filtering contacts Next gt gt Cancel Filter by Basic Details Email Address i 5 A Email Format Ether Fmt wl 2 Confirmation Status Confirmed Date Added Yes filter by date subscribed amp Clicked On Link Yes filter by link Opened Email Campaign Yes filter by opened email campaign Filter by Custom Fields First Name Location New Yor
194. o this Email field Finish the campaign e Click Save amp keep editing to save the new campaign and remain in this screen to make further changes e Click Save and exit to save the new campaign and go to the View Custom Templates screen see Managing Custom Email Templates e Click Cancel to return to the View Custom Templates screen without saving the template Any changes you made are lost Sending Email Campaigns Take the following steps to send an existing email campaign 1 Click Email campaigns in the navigation bar then select Send email campaign Figure 77 Send an Email Campaign Send an Email Campaign Before you can send an email campaign please select which contact list s you want to send to Next gt gt Cancel Who Do You Want to Send to I Want to Send an email to all contacts in the selected list s below C Send an email to contacts who match my search criteria in the selected listis below Send an email to all contacts in the selected segmentis below Select a Contact List s Contact List Leads for Sales Team 3 active contacts Leads from Trade Show Oct 2007 7 active contacts Newsletter Subscribers From Product Demo s 3 930 active contacts Newsletter Subscribers From Website 0 active contacts Webcast Attendees Nov 2007 0 active contacts Next gt gt Cancel 2 Select the contacts to whom you want to send the campaign in the I want to section e T
195. o use enter its RGB Red Green Blue values or enter its hex value and click OK Highlight Select this and click this to highlight the text Highlighting text adds a colored background to the text To view a color picker click the triangular icon next to the button Click a color to assign the color to the text background If you want to use a color that does not display in the list click More Colors An advanced color picker displays Select the color you want to use enter its RGB Red Green Blue values or enter its hex value and click OK ai insertion point is in a paragraph the paragraph is split into two Insert horizontal line Click this to add a horizontal line at the insertion point If the Insert character Click this to insert a non standard character Select the character that you want to insert in the window that displays ia Show borders Click this to see element borders Click it again to hide element borders Creating and Editing Hyperlinks Use the Link screen to create and edit hyperlinks that allow recipients of your email to click through to web pages on the Internet or files stored on the email software server Note The file to which you are linking must be available on the Internet If you are linking to a file that is not already available on the Internet you can make it available by uploading it to the email software server See Uploading Files and Images to the Email Software Server Note For in
196. oftware and start sending email campaigns Templates Click this to view the email software s built in email templates or to create or configure your own custom email templates Note Templates control the appearance of the emails you send Forms Click this to see a menu that lets you create view and edit website forms Note You can create forms for your website that let contacts subscribe unsubscribe modify their details or send information to a friend Logout Click this to log out of the email software You will need your user name and password to log back in Help Click this to go to the the email software online knowledge base where you can read help articles on all of the email software s features The Navigation Bar The navigation bar displays in every screen Figure 9 The Navigation Bar E Contact Lists Contacts 7 Email Campaigns wl Autoresponders v _ Custom Fields ills Statistics Use the navigation bar to go to screens where you can create configure and manage your email campaigns Table 3 The Navigation Bar Contact Lists Click this to see a menu that lets you manage contact lists bounced emails contact list segments and contact list groups Note Bounced emails are emails you sent that could not be delivered Note Segments are groups of contact list entries that share a particular feature for example entries with com in the address Contacts Click this to see a menu that lets
197. onder to their friends Use this tab to see information about the contacts to whom this autoresponder has been sent Viewing Trigger Statistics To view statistics about triggers click Statistics in the navigation bar then click Trigger Statistics This screen shows an overview of triggers you have set up and some basic statistics about each one You can e View a trigger s detailed statistics These include statistics about the number of contacts that have set off the trigger the number of times a triggered email has been opened or bounced and the number of triggered emails that remain unopened e Print a trigger s statistics e Delete a trigger s statistics from the email software The statistics cannot be retrieved Figure 138 Viewing Trigger Statistics M Statistics a Name 4 E 38 Example Trigger ee statistics For date and link based triggers that you have setup a an action J Go Results per page 10 X Pages Page 1 of 1 Back 1 Next Triggered By wien es os Action Custom Field Immediately After View Print Delete Page lof 1 Back 1 Next Table 37 Viewing Trigger Statistics Choose an action Select one or more triggers select an option from the list and click Go to perform the selected action Choose an action list Select a box belonging to a trigger before choosing an option from the Select the box at the top of the column to select all trig
198. ot ceed this email view it online please go here vebverszionts our emeil stop receiving these emaile ttunsubecc ibelink Email Validation Enasi Chert Conpatbity Miscellaneous Options amp ctivete Tengae Vv tee thes template b atte t4 Yes this template is goba Gona Tanpa Note If you selected Text only in the previous page the HTML Content section in this page does not display Likewise if you selected HTML only the Text Content section in this page does not display 6 Customize the HTML template using the editor See Using the HTML Editor for more information 7 Customize the text template using the editor See Using the Text Editor for more information 8 Check that your template displays correctly in a variety of common email clients Click View your email in different email programs The Email Validation screen displays in a new window see Validating an Email When you have finished close the window 9 Configure the Miscellaneous options e Select Yes this template is active if you want the template to be available for use once you have saved it Otherwise deselect this option You can activate the template later e Select Yes this template is global if you want the template to be available to all users If you want to restrict the template to certain users deselect this option You can configure individual user s privileges in the User Account gt Create User gt User Permissions scr
199. ou like to do 2 It s easy to get started tust follow the sapie steps below View Contact Lists Croste an Aiporesponder Create a contat int Yow otot View Cushom Finds Adja Contat View Emad Competes Yew Suton Emal fenclstes Create Emad Carnguagn Create a Custom Tamplate ComeonD comooapaces Sondan Emad Camgagn Monas Webste Fors 2 ad oly et Sun Sat Fo Thu We Tue Mon View Adoremponders Crama Website Form d BB urcontines Contact I Contered Cortacta Table 50 The Home Screen Contact activity for the last seven days would like to Getting Started This graph in the upper half of the screen illustrates the activity of your contacts in the last week e Unconfirmed contacts are people who have been added to one of your contact lists but have not yet confirmed that they want to receive emails Confirmed contacts are people who have confirmed that they want to receive emails by clicking a link in a confirmation email You can also confirm contacts yourself This section displays links to some common email software tasks Note If this section does not display click Switch to quick links This section displays a list of tasks that you can take to start sending emails with the email software quickly and easily Starting at the top of the list click the links and follow the instructions Note If this screen does not display click Switch to getting started links Us
200. ou want to add a column 2 Click the Table functions button 0 Select Insert column to the right or Insert column to the left The new column displays in the HTML editor Take the following steps to delete a column from a table in the HTML editor 1 Inthe HTML editor select a table cell in the column you want to delete 2 Click the Table functions button 0 Select Delete column The column is deleted from the table Inserting and Deleting Rows Take the following steps to add a row to a table in a document 1 Inthe HTML editor select a table cell above or below which you want to adda row 2 Click the Table functions button M1 Select Insert row above or Insert row below The new row displays in the HTML editor Take the following steps to delete a row from a table in a document 1 Inthe HTML editor select a table cell in the row you want to delete 2 Click the Table functions button 0 Select Delete row The row is deleted from the table Increasing and Decreasing Column Span Take the following steps to merge a table cell into the column to its immediate right increase column span or split a table cell from a cell with which it was previously combined decrease column span Note A cell can be split down to a single column width and no further 1 Inthe HTML editor select a table cell in the column you want to modify 2 Click the Table functions button 01 3 Select Increase column span to merge the cel
201. out the user s creation date and last login Statistics snapshot date the number of email campaigns autoresponders and contact lists the user has created and the number of opened and bounced emails the user has sent out Emails sent Use this tab to view the number of emails the user has sent in a given period Managing Statistics This section describes how to export statistical information to a CSV Comma Separated Values file print statistics and use the Detailed statistics screens Exporting Statistics Take the following steps to export statistics to a CSV file 1 Click Statistics in the navigation bar then click the option you want to export In the screen that displays click an entry s Export link Alternatively select multiple entry s checkboxes and select Export from the Choose an action menu 2 The page reloads An information bar displays Note This example shows the information bar for Email campaign statistics Figure 144 Exporting Statistics The statistics For the selected campaigns have been exported Click here to download the data 3 If you want to see the CSV file in your browser click the Click here link If you want to save the file to your computer right click the link and select Save link as A dialog box displays Use the dialog box to save the exported CSV file Printing Statistics Take the following steps to print out statistics Note If you have a PDF generation applicat
202. own email address e Enter the email address from which you want to send the test email in the Send preview from this email field e Enter the email address to which you want to send the test email in the Send preview to this email field e To send the test email click Preview your email campaign Check the inbox of the account you entered in the Send Preview to this Email field Finish the autoresponder e Click Save amp keep editing to save the new autoresponder and remain in this screen to make further changes e Click Save and exit to save the new autoresponder and go to the View Custom Templates screen see Managing Custom Email Templates e Click Cancel to return to the View Custom Templates screen without saving the template Any changes you made are lost Viewing and Managing Triggers To view the event triggers already set up in the email software click Autoresponders in the navigation bar then View triggers Note Before you set up triggers you need to enable scheduling cron jobs See Managing Cron Jobs for more information Figure 109 Viewing Triggers Triggers 4 trigger activates an action when a specific event occurs such as sending a birthday email on a contacts birthday or adding a contact to a new list when they click a link Create a Trigger Choose an action v Go Results per page 10 bd Pages Page lof 1 Back 1 Next G Name amp Created 3 Triggered By 2 When 44 Active
203. pam threshold of 5 This means there is a high chance your email will be delivered but this is not guaranteed If either the HTML or text versions of your email break any rules take note of the offending text and edit the email campaign to not include the term Click the 3g icon to close the Check your email for spam window Check that your campaign displays correctly in a variety of common email clients Click View your email in different email programs The Email Validation screen displays in a new window see Validating an Email When you have finished close the window Configure the Miscellaneous options e Select Yes this email campaign is active if you want the template to be available for use once you have saved it Otherwise deselect this option You can activate the template later e Select Yes archive this email campaign if you want to place the campaign in the archive for the selected contact list Contacts in the list can see all emails sent to the list in the past if you provide them with a link to do so If you want to test the campaign by sending it to your own email address e Enter the email address from which you want to send the test email in the Send preview from this email field e Enter the email address to which you want to send the test email in the Send preview to this email field e To send the test email click Preview your email campaign Check the inbox of the account you entered in the Send Preview t
204. plit Test Type Split Test Sent To Emails Sent Started Sending Finished Sending 10 Apr 2009 12 56 am Send Size 10 The following table describes the tabs in this screen Table 34 Detailed Split Test Statistics Statistics snapshot Use this tab to see general information about the split test including the best performing email campaign as well as e The number of opened emails of each type e The number of clicks in each email the click through rate e The number of bounced emails of each type e The number of contacts unsubscribing from each email Open statistics Use this tab to see information about the number and percentage of Unique email opens for each email campaign in this test Link statistics Use this tab to see information about the number and percentage of links in emails of each type in this test that were clicked by their recipients Bounce statistics Use this tab to see information about the number and percentage of undeliverable emails of each type in this test Unsubscribe statistics Use this tab to see information about the number of contacts who have unsubscribed using a link in emails of each type in this test Viewing Autoresponder Statistics To view statistics about autoresponders click Statistics in the navigation bar then click Autoresponder statistics This screen shows an overview of your autoresponders and some basic statistics about each You can e View an autoresponder s detai
205. ploaded to the email software server or available elsewhere on the Internet Use the fields on the left side of this screen to upload images to the email software server and configure the server s file structure See Uploading Files and Images to the Email Software Server for information on these fields The following table discusses the fields on the right side of this screen Table 48 The Images Screen External image If the image you want to insert is available on the Internet but not on the email software server enter the full URL here http www examplesite com exampleimage jpg for instance Enter an image s URL in the External image field and click this to display the image in the image field below View preview innew_ This icon displays once you have selected an image from the email window software server or entered a URL in the External image field and clicked Load Click this icon to open a new browser window displaying the selected image at full size Alt text Enter the text that displays if the image is unavailable for example if the server is offline or the recipient s email client blocks images Note Not all email clients support Alt text Border Specify the width of the border around the image Enter 0 if you do not want a border around the image Note To change the border color insert the image and then use the Font color tool A to select the new border color Width Specify the widt
206. properties to their default values The image s Width and Height return to their full size values Any information in the following fields is deleted Alt text Border Horiz space Vert space Align Style and Title Edit image Click this to open the image in a new window and edit it using the Snipshot online image editing tool At the time of writing this tool allows you to e Resize the image Crop the image Enhance the image Adjust the image s aspect ratio tilt horizontal angle exposure contrast saturation hue and sharpness Rotate the image e Turn a color image to greyscale See www snipshot com for more information Note This field displays only when you are inserting a new image Insert image Click this to place the image into your document at the insertion point Note This field displays only when you are inserting a new image Modify image Click this to save your changes to the image and return to the HTML editor Note This field displays only when you are editing an existing image in your document Cancel Click this to close this window and return to the HTML editor without saving your changes Creating and Editing Tables In HTML tables allow you to arrange information in horizontal rows and vertical columns e To insert a table access the HTML editor see Using the HTML Editor Place the insertion point where you want the table to appear then click the Table functions button 01 and select Insert
207. r emails or autoresponders using the corresponding custom field When you are editing a template email or autoresponder click the Custom fields button Then select Modify details forms Select the name of the form from the list that displays Note You cannot add modify details forms to your website Use the custom field link to add them to your emails instead Creating or Editing a Send to Friend Form Figure 207 Example Send to Friend Form Your Name tf Your Email Address ee EMail Your Friends Name a Your Friends Email Address SSS Hey I found this really interesting newsletter that I thought you might like to read for yourself Send to your friend Take the following steps to set up or edit a Send to friend form See the corresponding sections for information on how to complete each step 1 Click Forms in the toolbar then Create a website form 2 Select Send to Friend in the Choose a form type field Configure the form design See Configuring Basic Form Settings 3 Design the thank you page the page that displays once contacts have successfully forwarded the email See Designing a Thank You Page and Email 4 Design the forwarded email headers the HTML and text headers that display above the forwarded email identifying the sender by whom it was forwarded See Configuring Forwarded Email Headers 5 Design the error page a page that displays if an error occurs in the sending process See Design
208. reen without saving your changes Using Custom Fields This chapter discusses how to use the Custom Fields menu in the navigation bar Figure 120 The Custom Fields Menu H3 Contact Lists Contacts Email Campaigns E8 Autoresponders Custom Fields gila Statistics v _ View Custom Fields Home view and edit existing custom fields which you ve already created _ Getting Started Guide eee m Create a Custom Field Days 5 Custom Fields store contact details such What would you like to do as name or phone number It s easy to get started just Follow the simple steps below Custom Fields Overview Custom fields are placeholder variables that you can use to include contact specific or contact list specific information in your emails These variables can be used to represent three types of information e Information stored in the email software about you and your company and those of other users This type of information is specific to each contact list See Using Contact Lists for more information on the fields and Inserting Custom Fields for information on inserting the fields into your emails Links to functions of the email software These include links that allow users to confirm that they want to receive emails to stop receiving emails to see a version of the email stored on the Internet or to see an archive of all emails sent to the relevant list See Inserting Custom Fields for information on insert
209. rs From Product Demo s 3 930 active contacts Newsletter Subscribers From Website 0 active contacts Webcast Attendees Nov 2007 0 active contacts Match Type Match all rules AND condition amp match any rule OR condition Segment Rules Filter Contacts Where Email Address contains AND Emal Address lmas gl aw OO Email Address contains o ano amp 2 Email Address contains oOo O O AND O Email Address contains Save Cancel 3 Enter a descriptive Segment name 4 Inthe Segment contacts from list select the contact lists you want to include in the segment You can use the search box below the list to find contact lists 5 Choose a Match type This controls how the email software applies the rules you configure e Select Match all rules AND condition to find only contacts who match every rule you define e Select Match any rule OR condition to find contacts who match one or more of the rules you define 6 Define your Segment rules These are the conditions a contact must match to be included in the segment Do the following for each rule e The first drop down list contains the fields available for the contact list or lists you selected Select the basic or custom field you want to base the rule on e Inthe second drop down list select contains to search for contacts that match the information you add in the text field Select does not contain to search for contacts that do not
210. s _ I understand that bounced emails will be removed from the inbox I am using to manage them Save Bounce Server Details I Yes save these details Cancel 3 Enter the details of the email server you want to use to process bounced emails Table 7 Processing Bounced Emails Enter Server Details Bounce email server If you selected the Process bounced emails checkbox enter the IP name address or hostname of the server you want to use to process bounced emails Bounce email user Enter the username for your account on the email server you use for name processing bounced emails Bounce email Enter the password for your account on the email server you use for password processing bounced emails IMAP email account Select the checkbox if the account on the bounce server is an IMAP Internet Message Access Protocol account Deselect this if the account is a POP3 Post Office Protocol version 3 account Use extra mail Select this if you need to configure the bounce email server account settings further The following fields display Do not validate certificate select this if you do not want to validate the server s SSL Secure Sockets Layer certificate Use this if your server uses a self signed certificate If you are not sure whether your server uses a self signed certificate do not select this Do not use TLS select this if you do not want to use TLS Transport Layer Security to connect to the server I
211. s 4 Autoresponders Custom Fields _ ily Statistics Eee m View Autoresponders ok I Recent Activity A demo gil Leads for Sales Tear x Mas Offer tesa oF Bik vor aito Ak RSIS emails A Newsletter Subscribe Hom e Eg Create an Autoresponder Create an email that is automatically sent l f Getting Started Guide after a specific time tact Activity for the Last 7 Days What would you like to do 58 View Triggers It s easy to get started just Follow the simple steps below 4 trigger activates an action when a specific event occurs lt JN_ Lwant to create an email c i Autoresponders Overview Autoresponders are emails sent out automatically by the email software in response to actions taken by a contact signing up for a newsletter for example You can set up autoresponders to be sent out at specific times after the contact has been added to the contact list You can also configure an autoresponder to be sent to only the contacts in the list that match the search criteria you specify Triggers Overview When you set up triggers you can configure certain things to happen automatically when certain other events occur For example you can set up a trigger so that everyone in your contact list receives a Happy Birthday email on their birthday or a Xmas special offer email a week before Christmas You can also set up triggers that automate certain email processes For example you could automat
212. s for example contacts from your website and contacts from trade shows Contact list groups are a per user feature This means that you can arrange the email software s contact lists into groups as you like without interfering with other users group arrangements Viewing and Managing Contact Lists To manage the contact lists you already created see Creating and Editing Contact Lists click Contact lists in the navigation bar Select View contact lists You can e Delete selected list s remove the list or lists from the email software The list cannot be retrieved e Delete contacts in selected list s remove all the contacts in the list or lists The contacts cannot be retrieved The list remains but contains no contacts e Update contacts to receive text campaigns change the status of all the contacts in the list or lists allowing them to receive emails in text format e Update contacts to receive HTML campaigns change the status of all the contacts in the list or lists allowing them to receive emails in HTML format e Update contacts status to confirmed confirmed contacts are those who have replied to a confirmation request email Use this to change all the contacts in the selected list or lists to confirmed contacts e Update contacts status to unconfirmed unconfirmed contacts are those who have not yet replied to a confirmation request email Use this to change all the contacts in the selected list or l
213. s from A to Z alphabetically Next Click this to save your changes in this screen and proceed with configuring your custom field Cancel Click this to return to the View custom fields screen See Viewing and Managing Custom Fields Configuring Checkboxes This section describes how to configure the screen that displays when you select Checkboxes in the Create a Custom Field Type and Name screen see Creating and Editing Custom Fields Figure 128 Configuring Checkboxes Create a Custom Field Fill out the form below and then click ext gt gt to continue Next gt gt Cancel Custom Field Details gp Each value you enter one per line will have its own checkbox For example if you type in Yes ENTER gt No ENTER Maybe then 3 separate checkboxes created List of Values Next gt gt Cancel Table 28 Configuring Checkboxes List of values Enter all the options the user may select Each option has a checkbox Sort values Click this to arrange the options from A to Z alphabetically Next Click this to save your changes in this screen and proceed with configuring your custom field Cancel Click this to return to the View custom fields screen See Viewing and Managing Custom Fields Configuring Radio Buttons This section describes how to configure the screen that displays when you select Radio Buttons in the Create a Custom Field Type and Name screen see Creating and Editing Custom Fields
214. s the date and time at which the split test completed sending the test emails Action Click View to see detailed statistics about the split test See Viewing Detailed Split Test Statistics Click Export to save a split test s statistics as a CSV Comma Separated Value file See Exporting Statistics Click Print to select the split test s statistics you want to print view a preview of the printed document and send the print job to your printer See Printing Statistics Click Delete to remove a split test s statistics from the email software The statistics cannot be retrieved Viewing Detailed Split Test Statistics To view detailed statistics about a split test click Statistics in the navigation bar then click Split test statistics Click a test s View link Note See Using the Detailed Statistics Screens for further information on these screens The Detailed split test statistics screen displays at the Statistics snapshot tab Figure 135 Detailed Split Test Statistics Split Test Statistics for Example Split Test 2 Statistics Snapshot Open Statistics Link Statistics Bounce Statistics Unsubscribe Statistics Split Test Campaign Statistics Split Test Statistics Summary for Example Split Test 2 Opens Clicks Bounces Unsubscribes Kl Split Test Example Version 3 e Split Test Example Version 4 No winner for this split test is able to be determined yet Statistics Snapshot Split Test Name Example Split Test 2 S
215. scribers From Product Demo s 3 932 active contacts Newsletter Subscribers From Website 0 active contacts Webcast Attendees Nov 2007 0 active contacts Next gt gt Cancel 2 Select the contact list or lists to which you want to import contacts in the Contact list field Figure 45 Define File Parameters Import Contacts from a File Choose the CS file From your computer by clicking the Srowre button below You can also specify advanced options if required Learn more about importin Next Cancel Import Details Mark as Confirmed Confirmed X Format HTML x v Overwrite Existing Details Yes overwrite existing contact details Autoresponders Yes add contacts to autoresponders amp File Details Contains Headers Yes this file contains headers Field Separator j Field Enclosure amp Import File G Upload a file from my computer 2M maximun S Browse S Import a file from my web site amp Next Cancel 3 Inthe Import details section define how you want to import the contacts e If you intend to send confirmation emails to the contacts in the future as part of a double opt in procedure select Unconfirmed in the Mark as confirmed list Otherwise select Confirmed e If you want to configure imported contacts to receive plain text emails only select Text in the Format list Otherwise select HTML Note HTML contacts can r
216. sorts of other information for example each time you call or meet a contact in person Getting Started Use this chapter if you want to start sending out emails right away The steps in this chapter show you how to set up a list of your contacts and send emails to them Note The email software should already be set up and configured on your server If you are in doubt check with your system administrator or whoever is in charge of the server Steps marked with a red asterisk are necessary The other steps are not necessary but allow you to perform additional useful tasks Follow the links to other parts of this user s guide for information on how to complete each step 1 Log into the email software Use your username and password to access the email software See Logging In to the Email Software 2 Set up a contact list Create a list to hold information about your contacts the people to whom you send your emails You can also configure the following e Your name email address and other personal details e Your company s name address and phone number e Where bounced emails should be sent e Which custom fields you want to use see step 3 e Which fields you want to see when you view the list See Creating and Editing Contact Lists 3 Create custom fields If you want to collect a specific type of information about your contacts you can create a custom field to hold the information e You can specify
217. ss Company phone scompanyphoness Your company s telephone number number Using the Editing Window Use the editing window in the HTML editor to e Add and delete text blocks see Adding and Deleting Text Blocks e Compose and edit text see Composing and Editing Text e Manipulate images see Manipulating Images e Manipulate text and image containers see Manipulating Text and Image Containers e Compose and edit HTML see Composing and Editing HTML e Preview your email see Previewing Your Email Adding and Deleting Text Blocks When you are using a document containing text blocks you can easily add and delete blocks using the and icons that display Note This option is not available in all documents Figure 175 Text Block Icons Conte Siock Heading e Click the add block icon to insert a duplicate of the selected block directly after the selected block e Click the delete block icon to remove the selected block from the document Note When there is only one block remaining in an HTML section a table cell the delete block icon does not display Composing and Editing Text You can use the HTML editor s Edit tab to compose and edit text directly in the same way as you would with a standard word processor or standalone web authoring tool Place the insertion point where you want to create edit or paste text Use the text related tools in the Design tools section of the editor
218. st To bar an address or domain from all contact lists select Global suppression 3 Define the addresses or domains you want to suppress Note To suppress a domain enter it in the following format domain tld where domain is the domain you want to suppress and tld is the top level domain com for example So to suppress all email addresses belonging to www yahoo co uk for example enter yahoo co uk e To enter the email addresses or domains manually select want to type the email addresses domains to suppress into a text box Enter the addresses or domains in the field that displays Figure 66 Enter Addresses or Domains for Suppression Manually T want to type the email addresses domains to suppress into a text box e To upload a list of email addresses or domains select want to upload a file that contains the email addresses domains to suppress Note The file that you use should contain email addresses or domain names only one address or domain name to aline Figure 67 Upload List of Addresses or Domains for Suppression Twant to upload a file that contains the email addresses domains to suppress Browse o Enter the filepath of the file you want to use or click Browse and locate the file 4 Ascreen displays with a report of the results You can use this screen to add more email addresses or domains to the list Figure 68 Suppressed Email Address or Dom
219. st of this chapter describes the components in this figure Figure 1 Email Software Overview mros CRON ge FORM a 7 es EMAIL p eo S EMAIL j SERVER gan a N 0 CONTACT Contacts Contacts are the people about whom you store information in the email software These are the people to whom you send emails Contact lists The email software stores all of your contacts in contact lists You can have multiple contacts lists and you can configure each contact list to work in a different way For example you can configure one contact list to send out automatic emails to its members every month and configure another list to take no automatic action You can also configure information differently for each contact list such as the from address of the emails you send out and your company name Manual Input CSV Files and Website Forms There are three ways to add contacts to a contact list by inputting them manually one by one by uploading a CSV Comma Separated Value file with information on multiple contacts or by having contacts fill out a form on your website Note You can output a CSV file from many database and spreadsheet applications Microsoft Excel for example When you upload a CSV file to the email software you can specify how the email software should populate the contact list with the information in the file The email software helps you create forms you can put on your website to
220. sting Tips If you have not used split testing before here are some tips that might be helpful e Don t compare apples and oranges Make sure that the emails you are testing are variations of one email not completely different emails Split testing is designed to help fine tune your email marketing not make broad decisions on marketing direction Keep it simple As with any scientific test results are only meaningful if they compare two things that differ only in a single feature For example test two emails that differ only in their font colors or two emails that differ only in their subject lines Don t test one email against another that has a different subject line graphic design and body text the results would not let you know which element is affecting performance The email software lets you test an unlimited number of emails simultaneously For the most informative results when testing multiple variations create an email campaign for each variation or combination of variations Include a control In scientific testing a control is an element of the test that provides a base result against which other results can be compared For instance in a pharmaceutical test a section of the test group is given a placebo instead of the real drug This allows the scientist conducting the test to exclude the influence of other variables on the results In email split testing this means that you should always include the or
221. t cated tee GEUL nEs m D idid amat ADi ee ee hed bw TL T field be caret Theda ide t s PIN DO ote eeru vrererd Rot ieee ee hiig TIT Tiel eld he Coe te hol DUNS Kii wre ene t 1 Paoee is Com UTR hoe iret 10 aa omens LAO phani cee ETE Ce Lee TIL iar oaoT ee eee eee ee aLi omen 1 Pee ee ee e alist Pia sssi i 120 dete Boa LEETE E A onal 4 7 aoe se Cement 14 idane owe e Ba omeie aliari essi 14 thianais oe STR Tead TIO Inon ewe i titihane emt TE saliad Coe WTR Ta ali areri Alternatively right click Click here to download the export file and select Save link as Figure 56 Save Exported Contacts File Removing Contacts Take the following steps to permanently remove a contact from the email software Note You can remove contacts by entering their address manually or by uploading a file containing the addresses of each contact you want to remove Alternatively use the Contacts gt View all contacts screen to delete single contacts Note You can also use this procedure to mark contacts as unsubscribed see step 4 1 Click Contacts in the navigation bar then click Remove contacts Figure 57 Remove a Contact Choose Contact List Remove Contacts To permanentiy delete a contact From your list start by choosing which list you want to remove them from
222. t or lists to which they want to be added Note If a custom field is mandatory make sure you include it in your form Change field order Use this section to change the order in which the fields display in your drag amp drop form Simply click and drag a field to its new location Next Click this to proceed to the next screen The next screen depends on the option you selected in the Choose a form type field Click this to return to the View website forms screen Designing a Confirmation Page and Email Use this screen to configure a page in which contacts must confirm they want to receive emails and an email in which contacts must click a link to confirm they want to receive emails Note The fields that display in this screen depend on the type of form you are creating Not all fields display for all form types Figure 209 Designing a Confirmation Page and Email Create a Website Form The form below shows the options you ve selected for this form Complete the form and click Mext to create the form Next gt gt Cancel Form Display Options For the Confirmation Page fe Let me customize what the page looks like _ AY BUT i EB BB SLO g amp Default z Szet A 3 image Custom Fields Your email subscription is almost complete n email has been sent to the email address you entered In this email is a confirmation link Please click on this link to confirm your subscription Once you
223. t HTML if you want this autoresponder to be sent in HTML only If you select this option your emails will not display in email clients that cannot display HTML messages If your autoresponder uses a custom field to define a recipient s first name select it here If your autoresponder uses a single field to define a recipient s name select it in this field If your autoresponder uses a custom field to define a recipient s last name select it here If your autoresponder uses a single field to define a recipient s name leave this field blank Select this to send the autoresponder to contacts who already belong to the contact list For example if you set up an autoresponder to send ninety days after a contact was added to the list contacts who were added to the list fewer than ninety days ago will receive the autoresponder on the relevant date Sending options Send this Select As soon as the contact joins my list to send the autoresponder to autoresponder contacts immediately when they join the list Select After the contact has been on my list for to send the autoresponder a specific number of hours days weeks months or years after the contact has joined the list Enter the time in the fields that display Advanced options Send your email Select this to send both HTML and text elements of a multipart as multipart autoresponder to recipients This allows a recipient s email client to choose the correct display method
224. t contains data to be sent as part of the form content when the form is returned 1 Click the Form functions button and select Insert Hidden Field Figure 168 Insert Hidden Field P Enter the required information and click on the OK button to insert a hidden field into your webpage Name Initial value 2 Enter the field s Name This is displayed next to the initial value when the form content is sent 3 Enter the field value in the Initial value field Since this is a hidden field there is no opportunity for the user to change this value 4 Click OK to save your changes and close the window Alternatively click Cancel to close the window without saving any changes Inserting a Button Use buttons to allow the user to submit send or reset clear the form in which they appear or to include the button s value in the form content 1 Click the Form functions button and select Insert Button Figure 169 Insert Button Y Enter the required information and click on the OK button to insert a Button into your webpage Name Initial Value Type Submit v Style 5 OK Cancel 2 Enter the button s Name 3 Enter the text that displays on the button in the Initial value field 4 Select the Type of button you want to create e Select Button to create a default button e Select Submit to create a button that sends the form in the manner you specified in the Insert form scr
225. t in the Replace with field e If you want your search to be case sensitive for example Search Term is not the same as search term select Match case e If you want to search for complete words only so a search for sea does not return a match for search select Match whole word only e Click Find Next to search for the term you entered in the Find what field e Click Replace to replace the highlighted text with the term you entered in the Replace with field e Click Replace All to find every instance of the search term you entered in the Find what field and replace them with the term you entered in the Replace with field e Click Close to close the Find Replace window Check spelling Click this to check the spelling of the text in your document e Ifyou select text before clicking this icon only the selected text is checked e Ifyou do not select any text before clicking this icon all the text in the document is checked The email software checks the text Any words that appear to be spelled incorrectly are highlighted Click a highlighted word to see some suggestions Figure 158 Check Spelling IMutat modu ius etiarn dis Diam deseru Pepillo cum no cony vix nulla voc Graece detra Poul 205 eos ex p an oratio 10 polo Eu de poplar iny juat his pupil popular Polo people Paulo Ignore Ignore All ve Add to Dictionary e Click a suggestion to replace the
226. t that they are in Note If you do not additionally select Add the contact to an additional contact list the contact s details cannot be retrieved Select this option to enable the trigger When the event occurs the trigger is set off Deselect this option to disable the trigger When the event occurs the trigger is not set off Click this to save your changes in this screen and return to the View triggers screen Click this to return to the View triggers screen without saving your changes Configuring Trigger Activation Options This section describes the options available in the Create a new Trigger screen s Activate this trigger field e If you want to base a trigger on a custom date field for example Date of Birth select Based on a contact s date field See Based on a Contact s Date Field Note To use this option the contact list that you select must have at least one custom date field defined for example Date of Birth For more information on setting up custom date fields and associating them with contact lists see Creating and Editing Custom Fields and Configuring a Date Field Note When you select this option you may apply the trigger to only a single contact list e If you want to base a trigger on a date that you specify select Based on a specific date See Based on a Specific Date Note When you select this option you may apply the trigger to multiple contact lists e If you want to
227. table The Insert table screen displays see Inserting a Table e To edit a table access the HTML editor Select the table you want to edit then click the Table Functions button You can also resize tables and add rows and columns in the editing window See Using the Editing Window Inserting a Table Take the following steps to insert a table in a document 1 Inthe HTML editor click the Table functions button 01 and select Insert table The Insert table window displays Figure 162 Insert Table y Enter the required information and click on the OK button to insert a table into your webpage Rows Cell Padding 2 Columns Cell Spacing 2 width Height Background Eas Border 1 Align siyle z 2 Enter the number of horizontal Rows and vertical Columns you want your table to have 3 Enter the number of Cell Padding pixels you want to give your table Cell padding inserts space between the edges of each table cell and the text inside the cell 4 Enter the number of Cell Spacing pixels you want to give your table Cell spacing inserts space between the cells in your table 5 Define the Width of your table You can define the table width in pixels by entering an integer for example 150 or as a percentage of the recipient s browser window by entering a percentage for example 75 6 Define the Height of your table if required As with the Width enter an integer to define the tabl
228. tact or contacts to unconfirmed status You can also view edit and delete contacts Figure 26 Viewing a Segment s Contacts View All subscribers that contain com in their email address aan an _ A contact is a person that has been added or has subscribed to your contact list Your existing contacts are shown below You have 5 018 contacts in your segment They are shown below Add a Contact to My List Choose an action 7 Go Date Added Email Format Activity Status Confirmed j p to ae 4 Contact List amp Results per page 10 Pages Page 1 of 502 Email Address Action Newsletter Subscribers From email 1000 domain com 19 Nov 2007 HTML Active Confirmed email 1001 domain com email 1002 domain com 19 Novy 2007 19 Nov 2007 HTML HTML Active Active Confirmed Confirmed Product Demo s Newsletter Subscribers From Product Demo s Newsletter Subscribers From View Log Event Edit Delet view Log Event Edit Delete View Log Event Edit Delete Product Demo s gt b b gt Newsletter Subscribers From email 1003 domain com 19Nov 2007 HTML Active Confirmed Product Demo s iew Log Event Edit Delet Newsletter Subscribers From Confirmed Product Demo s emailt 1004 domain com 19Nov 2007 HTML Active view Log Event Edit Delete Newsletter Subscribers From Confirmed Product Demo s email 1005 domain com 19 Nov 2007 HTML Active View Log Event
229. tacts are those who have replied to a confirmation request email Use this to change the selected contact or contacts to confirmed status e Update contacts status to unconfirmed unconfirmed contacts are those who have not yet replied to a confirmation request email Use this to change the selected contact or contacts to unconfirmed status You can also view edit and delete contacts Figure 29 Viewing Contacts View All Contacts earch all a Search Advanced Search contact is a person that has been added or has subscribed to your contact list Your existing contacts are shown below vou have 5 013 contacts across all of your lists They are shown below Add a Contact to My List Choose an action bd Go Results per page 10 sj Pages Page 1 of 502 O e O e oe rs o e e oe Oe O e O e Email Address email 1000 domain com email 1001 domain com email 1002 domain com email 1003 domain com email 1004 domain com email 1005 domain com email 1006 domain com email 1007 domain com email 1008 domain com email 1009 domain com Date Added es 19 Nov 2007 19 Nov 2007 19 Nov 2007 19 Nov 2007 19 Nov 2007 19 Nov 2007 19 Noy 2007 19 Nov 2007 19 Nov 2007 19 Nov 2007 Table 10 Viewing Contacts Email Format Activity Status C ty HTML HTML HTML HTML HTML HTML HTML HTML HTML HTML 4 Active Active Active Active
230. tains custom fields you can search each field in the Filter by custom fields section 6 Click Next Figure 105 Autoresponder Sending Options Create Autoresponder Autoresponders are emails that you can set up to be sent automatically to contacts at different intervals after they subscribe Learn more about autoresponders Next gt gt Cancel Autoresponder Details Send From This Name Demo user o s Send From This Email Address femal address com od Send Reply Emails to lemail address com ss sts CS S amp Send Bounced Emails to lemail address com ss ss S Email Format HTML and Text Recommended X l My First Name Custom Field is Please select your name custom fied My Last Name Custorn Field is Please select your name custom fied ed Send to Existing Contacts Yes send this autoresponder to existing contacts amp Sending Options Send this Autoresponder As soon as the contact joins my list 9 After the contact has been on my list For lo hour s X Advanced Options Send Your Email as Multipart Yes send the email as multipart amp Track Open Rates for HTML Emails Yes track opening of HTML emails Track Links Clicked in this Email Yes track all links in this email campaign Embed Images as Attachments Yes embed images in the content amp Autoresponder Content I Want to Create the content of my autoresponder from scratch Use a template as the basis of my
231. tch format list e If you want to send this autoresponder only to contacts who are Confirmed or Unconfirmed only select the relevant option from the Match confirmed status list If you want to search for both leave Both confirmed and unconfirmed selected default e If you want to send this autoresponder only to contacts who have or have not clicked a specific link in your autoresponder select Yes filter by link Figure 103 Autoresponder Filter By Link a Yes Filter by link ay Has clicked Md If you want to send this autoresponder only to contacts who have clicked a link select Has clicked in the first list and select the relevant link in the second list If you want to send this autoresponder only to contacts who have not yet clicked a link select Has not clicked and select the relevant link in the second list e f you want to send this autoresponder only to contacts who have or have not opened a specific email select Yes filter by opened email campaign Figure 104 Autoresponder Filter By Opened Email R tes filter by opened email campaign amp Has opened any Email Campaign If you want to search for contacts who have opened an email select Has opened in the first list and select the email campaign in the second list If you want to find contacts who have not yet opened an email select Has not opened and select the email campaign in the second list 5 Ifthe contact list con
232. te 13 seconds to complete The selected email campaign was sent to 10 contacts successfully OK Viewing and Managing Split Tests To view details about the email campaign split tests configured in the email software click Email campaigns in the navigation bar then click View split tests Figure 86 Viewing Split Tests View Split Tests 4 split test allows you to send different versions of the same email campaign to your list and see which gets the better open and click thru rates Create a Split Test Delete Selected Results per page 10 X Pages Page lof 1 Back 1 Next L Name amp Campaigns Type 3 Created Last Sent Action Buy Now and Save 15 Buy Now and Save 15 Variation of Subject Line Sa a i Buy and Save Promotion Table 14 Viewing Split Tests Create a split test Click this to begin configuring a new split test See Viewing Scheduled Email Campaigns Delete selected Select one or more split test s checkboxes and click this to remove the split test from the email software Deleted split tests cannot be retrieved Select a box belonging to an email campaign before choosing an option from the Choose an action list Select the box at the top of the column to select all campaigns Name This displays the name of the split test Campaigns This displays the name of each email campaign in the test Note This is the name that displays in the email software
233. ted Based on a link being clicked when you created the event trigger e Email campaign opened displays if you selected Based on a email campaign being opened when you created the event trigger When This displays information about when the relevant action occurs e Immediately after displays if you selected On or On the date when you created the event trigger e X hours before displays if you selected Before X hours when you created the event trigger Note Even if you selected X days or X weeks when you created the event trigger the relevant number of hours displays N A displays if you selected an option other than those above when you created the event trigger Active Atick displays if the trigger is enabled The relevant action is taken if the trigger event occurs A cross displays if the trigger is disabled The relevant action is not taken if the trigger event occurs Action Click Edit to modify the trigger The Edit trigger screen s General settings tab displays see Creating and Editing Triggers Click Copy to create a new trigger with the same properties as the original The new trigger displays with Copy of prepended to its name Click Delete to remove the trigger from the email software Deleted triggers cannot be retrieved Creating and Editing Triggers e To create a new event trigger click Autoresponders in the navigation bar then click View triggers In the screen that displays click the Create
234. test campaign has been sent the window will close automatically If you close the window then your split test campaign won t be sent Cancel The email software begins to send your split test A new browser window displays showing how much time is remaining Figure 93 Sending a Split Test Sending in Progress Send a Split Test Campaign 1 email has been sent to your contacts so Far 9 emails are still in the queue waiting to be sent 4minutes 18 seconds has passed since you started sending 38 minutes 42 seconds remain until the send is done Pause Sending Note As stated in the warning that displayed previously do NOT close this window otherwise your test will not be sent correctly The browser window closes automatically when the split test has been completely sent Figure 94 Sending a Split Test Completed Split Test Campaign Sending Report The selected split test campaign has been sent It took 17 seconds to complete The selected split test campaign was sent to 10 contacts successfully OK Viewing Scheduled Email Campaigns To view details about the email campaigns that are scheduled to be sent click Email campaigns then click View scheduled email queue You can e Send an email campaign build a new email campaign See Sending Email Campaigns e Delete remove the campaign or campaigns from the email software The campaign cannot be retrieved You can also V
235. test or an run automatic test and to configure how the test should proceed e Select Find a winning email and show me the results if you want to perform a manual test When you select this option the email software splits the contact list or lists into equal parts and sends each email campaign to one part You can then view each email campaigns performance in the Statistics gt Split test statistics screens For example if you select two email campaigns and have 1000 people in your contact list each email campaign is sent to 500 people Note If you choose this option you may want to first set up a new contact list for test subjects rather than sending it to your complete contact list If so see Creating and Editing Contact Lists e Select Find a winning email then send it to my list automatically if you want to perform an automatic test When you select this option you can specify the percentage of your contact list s contacts that are test subjects The email software performs the test then waits the amount of time you specify before declaring a winning email campaign based on the criteria you select The email software then sends the winning email campaign to the remainder of your contact list s contacts those not in the test group In the Emails will be sent in equal groups to of your list field enter the percentage of your contact list s contacts that should be in the test group The default is 10 In the The
236. the default bounced email address for this contact list If you want to use a different address for handling bounced emails enter the new address in this field Email subject Enter the subject line for the thank you email Confirmation email HTML Confirmation Design the plain text version of the thank you email in this section See email text Using the Text Editor for information Design the HTML version of the thank you email in this section See Using the HTML Editor for information Next Click this to proceed to the next screen The next screen depends on the option you selected in the Configuring basic form settings screen Cancel Click this to return to the View website forms screen Configuring Forwarded Email Headers When you select Send to friend in the Configuring basic form settings screen use this screen to configure the headings that display above the forwarded HTML and text emails identifying the sender by whom it was forwarded Note This section displays beneath the Thank you page options See Designing a Thank You Page and Email Figure 211 Designing Forwarded Email Headers Forwarded email headers Email Header HTML Al A 4 v7 TF i 3S Lb KEA ab a Default Szely A 3 Image Custom Fields This email was forwarded to you by REFERRER _EMAIL HTML Tag lt BODY Edit Source Preview Complete mode Get Text Content from Editor Email Header Text This ema
237. the kind of field you want to make text box drop down list check box and so on and a variety of other settings e You can also specify whether or not the field should be mandatory if a field is mandatory it must be filled in before you can successfully add a contact to the list See Creating and Editing Custom Fields Note Skip this step if you do not want to collect information that is not covered by the built in fields 4 Add contacts to your contact list Manually add information about one or more people to whom you want to send emails You can also upload a file containing contacts information if you have one See Adding or Editing a Contact 5 Create a signup form Use the email software to create an HTML form you can add to your website that allows people to add their information to your contact list See Creating and Editing Forms Note Skip this step if you do not want to allow people to sign up to join your contact list 6 Place the signup form on your website Add the HTML form you created in step 5 to a page on your website See Adding a Form to Your Website Note Skip this step if you did not create a form in step 5 7 Create an email campaign Email campaigns control the emails you sent to the contacts on your contact list e Specify whether you want to send an HTML email a plain text email or both known as multipart e Design the HTML and or text components of the campaign Use t
238. the list See Designing a Confirmation Page and Email 4 Design the thank you page the page that displays once contacts have been successfully added to the list and the thank you email an email sent to contacts once they have been successfully added to the list See Designing a Thank You Page and Email 5 Design the error page a page that displays if an error occurs in the sign up process See Designing an Error Page 6 Addthe form to your website See Adding a Form to Your Website Creating or Editing an Unsubscribe Form Figure 205 Example Unsubscribe Form Your email address y j 3d b Enter the security code shown Unsubscribe Take the following steps to set up or edit an Unsubscribe website form See the corresponding sections for information on how to complete each step 1 Click Forms in the toolbar then Create a website form 2 Select Unsubscribe in the Choose a form type field Configure the other basic form settings form name form design and the contact list or lists for the form See Configuring Basic Form Settings 3 Design the confirmation page a page that displays when contacts have filled in their details requiring that they click another link to be removed from the list and the confirmation email an email sent to contacts requiring that they click a link to be removed from the list See Designing a Confirmation Page and Email 4 Design the thank you page the page that displays once
239. this using the email software s Email validation feature This feature tests your email by mimicking common email clients display inconsistencies and displaying the results on a single screen Note The email software s built in templates are already optimized to display optimally in all common email clients Note This feature is not available in all instances of the HTML editor those that allow you to design web pages for instance Take the following steps to validate your HTML document 1 Inthe screen where you define your document scroll down to the Email validation section 2 Click View your email in different email programs The Email Validation screen is divided into three parts Figure 193 Email Validation Verse P ao Cilag A Hotmal F2 outinok 2003 a Qutionk 2007 EP Yahoo Preview Bar HTML Preview Rule Bar tread toenmatterg v imal Gral renove eryttwwg ostora the boty tage Grad Sew thes the CSS Sy Sotanty You cas use the TE tag tort fans fotead f o i coresnter ath you Tot fana CSS teg 7 ETET Duti JOT Pe a Q Outi 2007 tioa T07 daat steps the CSS tybe haegt e Use the Preview bar to select the email client you want the email software to emulate in the validation window By default the Original HTML version displays In the drop down list box select HTML preview to see how the HTML email will look in the specified client or select Text prev
240. tics screen displays at the Statistics snapshot tab Figure 133 Detailed Email Campaign Statistics Open Stats Link Stats Bounce Stats Unsubscribe Stats Forwarding Stats View a summary For email campaign Introducing Our Latest Product sent November 19 2007 9 09 am Statistics Snapshot Email Campaign Summary Chart Email Subject Introducing Our Latest Product ia Opened 75 Contact List Newsletter Subscribers From Product Demo s p i PE Bounced 4 207 nopene Start Sending November 19 2007 9 09 am E Bounced 4 Finished Sending November 19 2007 9 14 am Unopened 21 1 087 Sending Time 5 minutes 4 seconds Sent To 5 000 of 5 000 Sent By Demo User Opened 3 726 3 726 Unique Opens Open Rate 74 52 m d 75 Click through Rate 74 52 jiii Bounced 207 The following table describes the tabs in this screen Table 32 Detailed Email Campaign Statistics Statistics snapshot Use this tab to see general information about the email campaign as well as the number of opened unopened and bounced emails You can also see the percentage of emails that were opened and the click through percentage Open statistics Use this tab to see information about the number and percentage of emails in this campaign that were opened by their recipients You can also see the date on which an email was opened by an individual recipient and whether it was opened as HTML or plain text Link statistics Use this tab
241. tion Select one or more autoresponders select an option from the list and click Go to perform the selected action a Select a box belonging to an autoresponder before choosing an option from the Choose an action list Select the box at the top of the column to select all autoresponders This displays the name of the autoresponder This displays the date on which the autoresponder was created in the time that the autoresponder is sent after a contact signs Owner This displays the name of the email software user who created the autoresponder Active Atick displays if the autoresponder is enabled The autoresponder is sent when at the relevant time A cross displays if the autoresponder is disabled The autoresponder is not taken at the relevant time Action Click View to see a full screen version of the autoresponder Click Edit to update the autoresponder The screens that display are similar to the Create an Autoresponder screens see Creating and Editing Autoresponders Click Copy to create a new copy of the autoresponder The new autoresponder displays with Copy of appended to the original name Click Delete to remove the autoresponder from the email software The autoresponder cannot be retrieved Creating and Editing Autoresponders The email software allows you to create autoresponders using the built in editor Note If you want to create a new autoresponder based on an autoresponder you created previo
242. to control the text formatting You can also right click over text to display shortcuts to text related design tools see Using Design Tools Figure 176 Right Click Text Paste Paste as Plain Text Paste From MS Word Modify Table Properties a w q id Insert Column to the Right Modify Cell Properties pa Insert Column to the Left Insert Row Above Insert Row Below Delete Row Delete Column Increase Column Span Decrease Column Span Increase Row Span Decrease Row Span Check Spelling Manipulating Images The HTML editor s Edit tab allows you to drag and drop images and change their size and aspect ratio You can also right click over an image to display shortcuts to image related design tools see Using Design Tools Figure 177 Right Click Image Cut Copy Paste i Paste as Plain Text Paste from MS Word val Modify Image Properties Create or Modify Link Check Spelling Dragging and dropping an Image To drag and drop an image select the image and holding the left mouse button down drag it to the desired location the new location must be within an HTML section capable of containing images The cursor indicates the exact position to which the image will move Release the left mouse button Note The way in which an image displays is controlled by its image properties To change the properties select the image and click the Insert or modify image
243. to return to the View suppressed emails list without saving any changes Suppressing an Email Address or Domain You can bar an email address or a domain like exampledomain com for instance from having emails sent to it This is known as suppressing the email address or domain This takes precedence over other settings for instance an email address may be an active member of a contact list but it will never have emails or autoresponders sent to it if it is suppressed Note You can suppress email addresses and domains by entering the information manually or by uploading a file containing the information Alternatively use the Contacts gt Email suppression list screen to suppress single email addresses or domains Take the following steps to suppress an email address or a domain 1 Click Contacts in the navigation bar then click Suppress an email or domain Figure 65 Suppress an Email or Domain Select Contact List Add Emails Domains to Suppression List Save Cancel Suppression Email Domain Details I Want to Suppress Contacts From Global Suppression All Lists Md Emails or Domains to Suppress C iwant to type the email addresses domains to suppress into a text box Twant to upload a file that contains the email addresses domains to suppress Save Cancel 2 Select the contact list from which you want this address or domain to be barred in the I want to suppress contacts from li
244. ttings in the Settings gt Cron settings screen Send your campaign now Notify owner about sending Select this if you want to send the email campaign immediately Deselect this to schedule a date and time to send the email Figure 80 Schedule Email Campaign Yes send my email campaign now untick to schedule fos foa 2008 Haf foe Sl fam Select the date month and year in the first three lists and select the hour minute and AM PM in the last three lists Select this if you want to send an email to the list owner when a scheduled campaign starts sending and another when it finishes sending Advanced settings optional My first name custom field is My last name custom field is Send your email as multipart Track open rates for HTML emails If your email campaign uses a custom field to define a recipient s first name select it here If your email campaign uses a single field to define a recipient s name select it in this field Note This field displays only when the selected contact list contains custom fields If your email campaign uses a custom field to define a recipient s last name select it here If your email campaign uses a single field to define a recipient s name leave this field blank Note This field displays only when the selected contact list contains custom fields Select this to send both HTML and text elements of a multipart email campaign to r
245. ultipart amp Yes track opening of HTML emails amp es track all links in this email campaign amp Yes track my campaign using Google Analytics amp ae tes embed images in the content Next gt gt Cancel Table 13 Send an Email Campaign Campaign Settings Email campaign settings Send this email campaign Send from this name Send from this email address Send reply emails to Select the email campaign that you want to send from the list Click Preview to see the campaign in a new browser window This displays the default from name for the contact list you selected If you want to use a different name enter the new name in this field This displays the default from email account for the contact list you selected If you want to use a different email account enter the new address in this field This displays the default reply email address for this contact list When a contact replies to your email campaign this is the address to which the reply is sent If you want to use a different address enter the new address in this field Send bounced emails to This displays the default bounced email address for this contact list This is the address to which undeliverable emails are sent If you want to use a different address for handling bounced emails enter the new address in this field Email scheduling settings Note This section displays only when you have configured scheduling se
246. usly use the Autoresponders gt View autoresponders screen to copy the template then edit the new template See Viewing Autoresponders To edit an autoresponder click its Edit link in the Autoresponders gt View autoresponders screen Take the following steps to create an autoresponder 1 Click Autoresponders in the navigation bar and select Create an autoresponder Figure 100 Create an Autoresponder Select a Contact List Create Autoresponder Creating an autoresponder is a multi step process Start by entering a name and choosing who should receive it and then click the Aext gt gt button Get help on autoresponders here Next gt gt Cancel Select a Contact List s Contact List Leads for Sales Team 3 active contacts 4 Autoresponders Leads from Trade Show Oct 2007 7 active contacts Newsletter Subscribers From Product Demo s 3 930 active contacts 3 Autoresponder Newsletter Subscribers From Website 0 active contacts Webcast Attendees Nov 2007 0 active contacts Next gt gt Cancel 2 Select the contact list for this autoresponder and click Next Figure 101 Create an Autoresponder Name and Search Create Autoresponder Creating an autoresponder is a multi step process Start by entering a name and choosing who should receive it and then click the Aext gt gt button Get help on autorespo Next gt gt Cancel Autoresponder Details Name this Autoresponder amp Search
247. uter or Import a file from a web site you may need to edit the text for formatting so it displays correctly Note Use the vertical grey line in the text editor as a guideline for your email s maximum line width The line represents a line width of sixty five characters longer lines may be wrapped onto the next line by some email clients making them awkward to read However if you are not concerned about this then you can use lines longer than sixty five characters 4 Insert custom fields to add variable information to the text such as your recipient s email address You can also add links to allow recipients view the online HTML version of the email and remove themselves from the email list e Click Insert a custom field to open the Custom fields window See Inserting Custom Fields The custom field you select is added to your document at the insertion point e Click Insert unsubscribe link to place the unsubscribelink variable at the insertion point This creates a link the recipient can click to be removed from the contact list Validating an Email Like web browsers popular email clients display HTML in different ways However email clients are even less consistent than web browsers For example some email clients fail to support basic HTML techniques such as forms and CSS Cascading Style Sheets For this reason it is highly important to check that your HTML email will display acceptably in all common email clients Do
248. utoresponder Deactivate prevent the template from being used for a new email campaign or autoresponder Make Global allow all users to use the template regardless of their privileges e Remove From Global allow only certain users to use the template Configure user template privileges in the User Account gt Create User gt User Permissions screen for each user You can also view edit or copy a template To manage a custom email template you already created click Templates in the toolbar then Custom email templates Figure 197 Templates Custom Email Templates View Custom Email Templates Custom email templates can be used as the basis of any new email campaigns you create Learn more about them by reading this article Create a Custom Template choose an action Go Results per page 10 ra Pages Page Lof 1 Back 1 Next Template Name amp Created 2 Email Format Active Global Action O E Flowerdrt 21 Nov 2007 HTML Jf amp view Edit Copy Delete Table 51 Templates Custom Email Templates Create a Custom Click this to go to the Create a Custom Email Template screen See Template Creating and Editing Custom Email Templates Choose an action Select one or more custom templates select an option from the list and click Go to perform the selected action i Select a box belonging to a template before choosing an option from the Choose an action list Select the box at the top of the
249. ve to send out highly personalized emails such as Dear Mr Smith Thank you so much for purchasing your overcoat from our store recently As a valued customer would like to let you know about our fall line of sport coats available in your size 42 long Bounced Emails Bounced emails are emails you send that cannot be delivered to the recipient This can happen for a variety of reasons the recipient s mailbox is full the account has been closed or does not exist and so on When an email bounces an error message is returned to the email software The email software allows you to process bounced emails by deactivating the relevant contact in the contact list Subsequent emails are not send to the contact This is important because an email server that repeatedly sends email that is subsequently rejected by other servers can become blacklisted for spamming Note Contacts are not deleted from the list This allows you to keep the contact s information and also ensures that the invalid email address is not later added to the contact list by accident There are two types of bounced emails A soft bounce occurs if the error message returned to the email software is temporary such as the recipient s email inbox is full A hard bounce occurs if the error message is permanent such as the email account does not exist When a soft bounce occurs no action is taken but the bounce is logged If a
250. was added to the contact list Email format This displays HTML if the contact is configured to receive HTML emails This displays Text if the contact is configured to receive plain text emails Activity status This displays active if emails are sent to the contact This displays unsubscribed if the contact was unsubscribed from the list This displays bounced if emails to this contact have not been delivered and emails are no longer sent to the contact Confirmed This displays Confirmed if the contact has replied to a confirmation request email This displays Unconfirmed if the contact has not yet replied to a confirmation request email Action Click View to see information about the contact The Contacts gt View contact screen displays Click Log event to manually add an entry to this contact s event log See Manual Event Logging for information on the screen that displays Click Edit to modify the contact s information The Contacts gt Edit contact screen displays Click Delete to remove the contact from the email software Creating and Editing Contact Lists Take the following steps to create or edit a contact list 1 To create a new contact list click Contact lists in the navigation bar Select Create a contact list To edit an existing contact list click Contact lists in the navigation bar select View contact lists Click the Edit link next to the contact list you want to modify 2 Configure the fields in t
251. wing Detailed Trigger Statistics To view detailed statistics about a trigger click Statistics in the navigation bar then click Trigger statistics Click a trigger s View link Note See Using the Detailed Statistics Screens for further information on these screens The Detailed trigger statistics screen displays at the Statistics snapshot tab Figure 139 Detailed Trigger Statistics Trigger Statistics The statistics for the Example Trigger trigger are shown below Click on the tabs to see other reports Statistics Snapshot Open Stats Link Stats Bounce Stats Unsubscribe Stats Fowarding Stats Contact Information Failed Send 4 summary of the performance for the selected trigger is shown below Statistics Snapshot Activity for Example Trigger Sent To 0 Opened 0 Created By Demo User Unopened 100 Opened Bounced 0 Bounced Unopened 100 1 The following table describes the tabs in this screen Table 38 Detailed Trigger Statistics Statistics snapshot Use this tab to see general information about the trigger as well as the number of opened unopened and bounced trigger emails Open statistics Use this tab to see information about the number and percentage of opens for trigger emails Link statistics Use this tab to see information about the number and percentage of links in trigger emails that were clicked by their recipients Bounce statistics Use this tab to see information about the number
252. wledge Base Links g Choose the list s you want to add remove contact from and which custom fields to include on your o Ganmae bss To see more articles in the knowledge base click Help in the toolbar Sorting Lists When you see and J arrow icons ina list heading use them to sort the list Click to sort the list in ascending order or click J to sort the list in descending order Navigating Lists In pages with numerous list entries navigation tools display Figure 7 Navigating Lists Pages Page 1 of 502 Back 1 2 3 4 5 Next Results per page 10 Table 1 Navigating Lists Results per page Select the number of list entries to display in each page Click this to go to the first page in the list Click this to move backward one page in the list Click this to move forward one page in the list Click this to go to the numbered page in the list Click this to go to the last page in the list The Toolbar The toolbar displays in every screen Figure 8 The Toolbar Home Templates w Forms w User Accounts Settings Tools Logout Help Use the toolbar to perform tasks related to the email software s system and management Table 2 The Toolbar Home Click this to return to the Home page where you can see your contact activity for the last seven days and use the Getting Started tool Note The Getting Started tool walks you through the basic configuration steps you need to take to set up the email s
253. xt arranged in a manner unreadable by machines The user must enter the numerals and text in a nearby field Use CAPTCHA if you want to prevent automated software signing up to your lists which could degrade service for real contacts and make the information in your contact lists unreliable Deselect this if you do not want to use CAPTCHA security Note CAPTCHA stands for Completely Automated Public Turing test to tell Computers and Humans Apart A Turing test named after mathematician and cryptographer Alan Turing is a test intended to differentiate between an intelligent agent such as a human and an unintelligent agent such as a piece of pre programmed software Ideally only intelligent agents can pass a Turing test Choose contact lists Contact Select the contact lists you want to associate with this form lists custom fields If you selected Subscription in the Choose a form type field contacts are added to the list or lists you select If you selected Unsubscribe in the Choose a form type field contacts are removed from the list or lists you select If you selected Modify details in the Choose a form type field contacts from the lists you select may modify their details If a contact list is associated with one or more custom fields the fields display when you select the list Select the fields you want to display in this form If you choose multiple lists List options displays Use this to allow users to choose the lis
254. xt if you want emails to be sent with both HTML and plain text elements multipart Email clients that can display HTML messages use the HTML element and clients that cannot display HTML use the plain text element e Select Text if you want emails you send to be sent in plain text only e Select HTML if you want emails you send to be sent in HTML only If you select this option your emails will not display in email clients that cannot display HTML messages 4 If you want to base this email campaign on an existing template select the template in the Email template list A preview of the template displays If you do not want to base this campaign on an existing template select No template in the Email template list 5 Click Next Figure 75 The Email Campaign Editor Create an Email Campaign Lise the forme below to create vaur amal campaign You Can aso check your eres for apam heywrorde and saa how R bots 1 diferent omal ckers Email Campaign Details Ema Sbt ae ee O HTML Contenti C Create comtor using the WYSIWYG editor bebe C Uploed afis from my computer C dort ofie from a wed eo Bme 9 B AF Bus tit ESR ALS Defaut z 3mie Ae Jj mp Il custom hems Type your company slogan hare ja te se t LO Ee EEE EEE EEE EC OE THEE OO Oe This mm a block of text for your emat campaign Enter in your content here To create another block click om the Green icon at the top oe the ureen
255. you use to allow people to sign up to or unsubscribe from contact lists are hosted on your own website The forms you add to your site on the Internet use scripts to interact with the email software The forms you use to allow contacts to change the details stored about them on the email software or to forward an email to a friend are not hosted on your website Instead you can add them to the emails you send The forms you add to your emails also use scripts to interact with the email software Therefore such forms will work correctly only when the form is able to access the email software over the Internet and not when contacts view the emails offline Viewing and Managing Forms To view and manage your forms click Forms in the toolbar and then click View website forms Figure 203 Viewing and Managing Forms View Website Forms Website Forms can be placed on your website to collect new contacts let existing contacts modify their details or even unsubscribe from your list Learn more here Create a Website Form Delete Selected Results per page 110 M Pages Page 1of1 Back 1 Next Form Name amp Created amp Form Type Owner amp Action ES tg 7 Oct 2008 Send to Friend Demo User View Get HTML Edit Copy Delete E subscribe 07 Oct 2008 Subscription Demo User View Get HTML Edit Copy Delete 07 Oct 2008 Send to Friend Demo User View Get HTML Edit Copy Delete Table 52 Viewing and Managing Forms Create
256. your email displays correctly in all popular HTML email clients it is strongly advised that you use the Email validation feature as well as the Preview screen See Validating an Email Using Tags and Tabs The Tags and Tabs section displays at the bottom of the HTML editor screen Custom Fields The Tags and Tabs section offers two shortcut buttons that allow you to quickly add custom fields to your document Custom fields let you enter variable information into your emails that differs for each contact or contact list Figure 184 Custom Field Buttons HTML Tagi lt BODY gt Edit Insert a Custom Field Insert Unsubscribe Link e Click Insert a custom field to open the Custom fields window See Inserting Custom Fields The custom field you select is added to your document at the insertion point e Click Insert unsubscribe link to place the unsubscribelink variable at the insertion point This creates a link the recipient can click to be removed from the contact list Simple and Complete Modes The HTML editor has two modes simple and complete In complete mode you can use more design tools to control text forms and page properties See Using Design Tools To switch between simple and complete mode click the link at the bottom of the HTML editor screen Figure 185 Simple and Complete Mode Link HTML Tag lt TR gt lt TD gt lt TABLE gt TBODY gt lt TR gt lt TD gt TABLE lt TBODY gt lt TR

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