EPiServer Mail 4.4 SP1 Rev B User Guide
Contents
1. day and time This feature Is convenient when you want the mailing to be sent when you are not able to click Send yourself such as during holidays or special events 2 Click View Restrictions to view the mailing restrictions on the EPiServer Mail account 3 Preview the HTML content in your Web browser by clicking Preview HTML in Web browser Note that your Web browser may not accurately represent the design that recipients will see when opening the message depending on different e mail client software 4 Edit any content of the tabs in the mailing by clicking Edit 5 When you are satisfied with the content click Send 6 After sending your message you can choose to go back to your current message send a new message or choose any of the options in the main menu Your e mail has now been sent to the server and will be delivered shortly P i mm NS Compose New Mailing Back to current message Unsubscribe to Mailings The recipient of a mailing will always have the possibility to unsubscribe This is a built in function which offers two possibilities The recipient can choose to unsubscribe only to a mailing of a certain category for instance a weekly newsletter The recipient will be excluded from all further mailings of this category EPiServer AB 12 User Guide for EPiServer Mail 4 4 1 Rev B 2 The recipient can also choose to unsubscribe to all mailings from this particular EPiServer Mail sender installati2. with your target audience and engaging them in a dialogue E mail communication is fast cost efficient and enables you to distribute personalized content to your audience A well designed e mail must be easy to create and distribute When properly used e mail communication enables you to convey selected topics to your audience and create demand increase brand awareness generate sales opportunities and drive traffic to your Web site It is also an efficient tool for internal information For e mails to create the desired results the communication must be developed directly for the target audience With EPiServer Mail you can easily handle small targeted e mail campaigns or larger mailings You can send the e mails to an unlimited number of recipients personalize the mailings and schedule when the mailing should be executed This enables you to build powerful information or marketing campaigns Main Functionality With EPiServer Mail you can deploy an e mail communication initiative from any location all you need is Internet access One of the main advantages of EPiServer Mail is that you create your e mails directly from your EPiServer CMS environment which is already in place for your external Web site intranet extranet or your EPiServer community This way content is only produced once and reused in multiple channels saving time and resources and improving quality It also ensures that traffic is driven to the Web site Some of
3. Add parameters to redirected links Y Remove active content SCRIPT APPLET OBJECT EMBED FORM tags EPiServer AB 7 8 User Guide for EPiServer Mail 4 4 1 Rev B Send a New Mailing It is easy to compose and distribute mailings to your target group from the New Mailing window which contains four tabs with settings that need to be entered before you can distribute your mailing Message Settings Tab In the Recipients group box select where the recipient list should come from and which recipient list to use Read more about this under Managing Recipients on page 16 2 You also need to choose a Category for your mailings You can create and add categories for instance Weekly Newsletter for your mailings This information is used when unsubscribing to a mailing Read more about this under Unsubscribe to Mailings on page Il 3 Select which section the mailing should be created for New sections can be created by clicking Manage Sections from the left pane 4 The predefined information in the Header group box can be changed before sending a mailing Enter a subject for the mailing in the Subject field The information entered in these fields is displayed for the recipients when they receive the e mail 5 Based on the information in the recipient lists you can select one or more of the following attributes from the Attributes list E mail address displays the recipients e mail address in the subject f
4. EPISERVER MAIL Release 4 4 User Guide Copyright This user guide is protected by the Copyright Act Changes to the contents or partial copying of the contents may not be made without permission from the copyright holder The manual may be freely distributed in its entirety either digitally or in printed format to all EPiServer Mail users EPISERVER User Guide for EPiServer Mail 44 1 Rev B Last saved 9 October 2009 EPiServer AB Table of Contents INTRODUCTION WHAT IS EPISERVER MAIL Main Functionality How DOES EPISERVER MAIL WORK Glossary Further Reference GETTING STARTED MAIN VIEW SEND A NEW MAILING MESSAGE SETTINGS TAB HTML CONTENT TAB HTML Editor URL EPiServer CMS Text Editor TEXT CONTENT TAB URL EPiServer CMS Text Editor PREVIEW SEND TAB UNSUBSCRIBE TO MAILINGS REVIEW SENT MAILINGS MAILING STATISTICS Link Report Tab Delivery Report Tab MANAGING RECIPIENTS IMPORT STANDARD RECIPIENT LIST CSV files SAVE E MAIL ADDRESSES FROM THE SEARCH RESULT MESSAGE BOUNCES INTEGRATION WITH EPISERVER CMS THE EPISERVER MAIL TAB ON A PAGE THE STATISTICAL TRENDS TAB INDEX EPiServer AB Table of Contents 3 4 User Guide for EPiServer Mail 4 4 Rev B EPiServer AB Introduction What is EPiServer Mail E mail communication is becoming increasingly important As part of the digital marketing communication mix EPiServer Mail is one of the best tools for communicating
5. Recycle Bin EA Start Compose New Mailing of This Page Medlemsportal Source Standard Re Medlemmar CC HE Section Global ss Examples E ar ol Sendlist d Interactive Scene pi i Extension data Container Choose ias Y Add Category Extension data Container EPiServer CMS 5 Category Sender name Example com Mailing Service Sender e mail Ino reply example com address Subject EPiServer Newsletter June 2009 Attributes v Text Content June 2009 Social media is a hot We at EPiServer are very pleased to announce that we have released our second edition of EPiServer CMS Having worked is closely with our user community to secure that the release will meet their expectations and needs we have much in the way of exciting news for both developers and editors Read our CMS related articles below and see what you can benefit from In our community EPiServer World you can dig deeper into product related articles forums blogs and much more Don t miss Lont Search y y a 3 Creating mailings directly from an EPiServer CMS page works the same way as when using the mail tab in the left pane You will find sections for entering recipients information mailing category header information with attributes text content advanced settings and the preview and sending section When yo
6. dress It is possible to import a list that consists of only one column with e mail addresses In the example above there are additional columns with variables such as first name last name and title These variables can be used for different needs and are used to personalize each e mail sent from EPiServer Mail EPiServer Mail handles up to 20 variables for each recipient list For further information about designing your own personalized messages see the Developer s Guide for EPiServer Mail on EPiServer World E mail Name Sur Name Title mailA n Andreas Stjemstrom Partner Manager 3 email Gustav Lagercrantz CEO 4 lemailCOnetstarse Elis Presley The King El emailDQdomain com Tiger Woods Golf Pro Save the Excel sheet as a csv file semi colon delimited and make sure that the file has the format UTF 8 If it is not possible to make sure that the csv file is in UTF 8 format open the file with a regular text editor such as Notepad and save the file again making sure that the file is in UTF 8 format EPiServer AB Managing Recipients 17 Save E mail Addresses from the Search Result sentioseeted O al If you use EPiServer Community it is possible to save e mail List Name ES addresses from the search results in User Management within a al EPiServer Community directly to EPiServer Mail This option O ar Section makes it easy to send bulk e mail or newsletters to different Global s O a sel
7. ections of members in EPiServer Community The e mail O a i i i i List Type addresses can be saved to a static list or to a dynamic list Dynamic O a Static Fl ar Message Bounces The EPiServer Mail server collects information about e mails that bounce The information is delivered with Web Services to the sender It is up to the sender to decide action on e mail addresses that bounce For example if an address bounces more than two times it can be removed from that specific recipients list EPiServer AB 18 User Guide for EPiServer Mail 4 4 1 Rev B Integration With EPiServer CMS EPiServer Mail is closely integrated with EPiServer CMS When installing EPiServer Mail the application will be available not only as a Mail tab in the left pane but also as an EPiServer Mail tab on each page of your Web site This means that you can easily create mailings from any of the EPiServer CMS pages on your Web site The EPiServer Mail Tab on a Page DemoTemplates EPiServer CMS 5 2 375 133 32 bit process Windows Internet Explorer FEER GS http fflocalhost 17006 EPiServer Ul edit default aspx id 356 ex Google og File Edit View Favorites Tools Help a deb y Page Of Tools Y ake DemoTemplates EPiServer CMS 5 2 375 133 32 bit are logged in as anfi amp IE z A w 9 IM REESE EPiServer Mail TRA Structure EN MAE EPiServer Mail ES Root folder Y
8. ed and bounced messages by clicking Export Opened or Export Bounced and selecting to open or save the file Opened per day LI EPiServer AB 16 User Guide for EPiServer Mail 4 4 1 Rev B Managing Recipients Recipient lists can be imported and exported from and to external applications All recipient lists are displayed as shown below with information about list creation date and the number of recipients it contains The Standard source is for sources imported from text or XML files into EPiServer Mail Other sources such as EPiServer Community or EPiServer CMS may be available depending on your installation Note If you remove a recipient list the statistics for the mail will stop the gathering of information for that sendout Manage Recipients Select Recipient Source Import Recipient Lists Source Standard v Name oflist My recipient list Section Annas Demo F Import File xml or txt Name Created Recipients Annas recipient list 3 4 2009 3 x Import Standard Recipient List EPiServer Mail can import E mail address lists from XML and CSV files semi colon separated CSV files The most common way to import e mail lists is from Microsoft Excel When you import e mail addresses from Microsoft Excel the file needs to be saved in a specific format according to below The first row is a header row and is not imported into EPiServer Mail The first column is always used as the e mail ad
9. erver CMS page or to send a URL that is automatically shown if the recipients e mail client does not support HTML URL Select URL in the Choose Text Source section 2 Enter a specific Web address for the content by selecting the URL button and entering the appropriate URL Click Fetch to make sure that you URL you request is available with content Choose Text Source URL EPiServer CMS Text Editor http www episerver com TextNewsletter EPiServer CMS The content from a page on the Web site can also be used in the newsletter Select EPiServer CMS in the Choose Text Source section EPiServer AB Send a New Mailing II 2 Click Browse and browse to the page that contains the content to be used in the newsletter Choose Text Source O URL EPiServer CMS Text Editor Selected page Newsletter Plain text 73 Text Editor Select Text Editor in the Choose HTML Source section and enter the text that you want to be included in the mailing Preview Send Tab In the Preview Send tab you can view the message content and all settings before actually sending or scheduling to send your message Select when you want to send the mailing inthe ES Send now Schedule Send section Select Send now if you want the 3 12 2009 11 48 AM mailing to be sent immediately when you click Sun Mon Tue Wed Thu Fri Sat Send It is also possible to schedule message to be distributed for specific
10. have clicked on a particular link Note If you remove a recipient list the statistics for the mail will stop the gathering of information for that sendout The sent mailings view has a search interface where you can search by section recipient list subject and the date when the message was sent The clock icon indicates that a message has been scheduled to be sent Hold the cursor over the icon to see the scheduled date and time for the mailing Sent Mailings Search Sent date sean cbal rom fd Any v Scheduled Recipient List Recipients Opened Clicks test 3 11 2009 Andreas list 2 2 0 0 x test 3 11 2009 Andreas list 2 2 0 0 x Hej alla glada 3 11 2009 Andreas list 2 2 0 0 x Mailing Statistics Click the name of one of the listed mailings to open the Mailing Statistics window which consists of the Link Report and Delivery Report tabs Link Report Tab The Link Report tab allows link statistics to be visualized with markers showing how many clicks have been made to each link Click Show Hide Link Statistics to show and hide the link statistics for the mailing It is also possible to export a list of who has clicked which links as a file Click Export Clicks and select to open or save the file Link Report Delivery Report E u w FE gt E Me Y e Se E AT E Mars 2009 I Praesent tortor risus porta eget lobortis eget pulvinar et lorem Sed non lorem ac lectus sollicitud
11. ield Recipient ID displays the recipients ID in the subject field Unsubscribe URL displays an unsubscribe link in the subject field Firstname displays the recipients first name in the subject field Lastname displays the recipients last name in the subject field Attributes are available for adding either in the subject field or in the HTML editor If you want to add the unsubscribe URL option directly in an EPiServer CMS page for instance a newsletter template the unsubscribe link must be added in that specific page template Step 1 of 4 Mailing Setting HTML Content TextContent Preview Send Source Standard n Section Co Recipient list Sendiist v Choose Category Customers siti Po Sender name Example com Mailing Service Sender e mail address Ino reply example com Subject Hello a here is Newsletter No 1 2009 Attributes v a Attributes Advanced Settings E mail address EL Recipient ID J Optimize for spam filters Unsubscribe URL Firstname Cl add parameters to redirected links Lastname Remove active content SCRIPT APPLET OBJECT EMBED FORM tags 6 The Optimize for spam filters check box allows you to select whether you want to sacrifice some statistics collection to avoid having your newsletter classified as spam 7 Select the Add parameters to redirected links check box if you want the information about which recipient
12. iew HTML in Web browser Pr view S nd tab iia ananas R Re ele AIR ec proa ER Ge ee 8 EIMOVE SCLIVECOMMEND LACS elias 8 S SECOS aidant al eh 7 SENE Manes eote due ee E EA 4 Show Hide Link Statistics aca 4 Statistics TOP SUDDAS S use sun retenus 19 SUS a eee AN Le eee eee 8 T WOME COMICHEtdO gratia Vircen wet ivad eee oe LO Trends statistics be Vout eh wre Dates hs BE U IASI SCID St tarada distan IO ODHONS Speedin e eoa te ay dr eea rt ug oes CIRSU SCRDeUIRE saunas remis 8 V MIEWRRESUFICLIONS da taa ada EPiServer AB Index 2 22 User Guide for EPiServer Mail 4 4 EPiServer AB
13. in interdum Vestibulum malesuada enim nec suscipit vestibulum libero eros iaculis itae tellus Mauris ullamcorper Suspendisse urna nunc facilisis nec porta vitae varius sit amet mauris Phasellus ante enim aliquam sed cursus at bibendum volutpat magna Mauris nisl Aliquam sit amet urna quis augue placerat viverra Integer nec mauris sit amet ante molestie consequat Quisque bibendum nulla eget libero Donec tincidunt lacinia mauris Aenean turpis ante viverra vel porttitor id malesuada vel metus Praesent purus libero molestie non aliquam non ullamcorper id enim Ut dictum est in leo Morbi mollis ultricies odio Curabitur interdum magna Aenean handrar lanne au alaifand wactihiuhim lan niol namrallio urna ot amat distum tartar Wednesday March 04 2009 EPiServer CMS 5 delivers additional time and moneysaving features for compani BPE unity is growing Dieter Schmutz from az Solutions in Switzerland is member number 5000 Wist Ren Web site 2008 EPiServer in the Media EPiServer AB Review Sent Mailings 15 Delivery Report Tab The Delivery Report tab displays pie charts and inkreport Delivery Report graphs visualizing the most important statistics Export Opened Delivery Statistics EM Unique Bounced 0 WB Unknown 3 as well as options to export lists of the people who have opened the message and the addresses that bounced it Export information on open
14. on The recipient will not receive any future mailings from this site When the recipient clicks on the unsubscribe link in the mailing the unsubscribe option page will be displayed The recipient can then choose either option to unsubscribe EPISERVER AAA KK Unsubscribe from mailing You have reached this page by clicking on an unsubscription link in a mailing you would like to be excluded from in the future Here below you have two options being unsubscribed from a mailing category or from all future mailings from this site Unsubscribing from the category will exclude you from all future mailings from that specific category but not from other mailings from this site that might still be interesting to you If you know that you will not be interested in any mailings from this site in the future you can choose the second option G Unsubscribe me from the mailing category Monthly Tech News Choose this option if you want to unsubscribe from the mailing category O Unsubscribe me from all mailings from the global site Choose this option if you want to unsubscribe from all mailings from the site Yes unsubscribe me Cancel EPiServer AB Send a New Mailing 13 EPiServer AB FE User Guide for EPiServer Mail 4 4 1 Rev B Review Sent Mailings All statistics for sent mailings in EPiServer Mail are saved and it is possible to look at them in real time and see for example how many recipients have read the e mail or how many
15. s Eh Iuj All ili P lt gt 8 Eg Zoom suyo Words 0 Characters 0 URL Select URL in the Choose HTML Source section 2 Entera specific Web address for the content by selecting the URL button and entering the appropriate URL Click Fetch to make sure that the URL you request is available with content Choose HTML Source HTML Editor URL EPiServerCMS Text Editor http www episerver com Newsletter1 EPiServer AB 9 10 User Guide for EPiServer Mail 4 4 1 Rev B EPiServer CMS The content from a page on the Web site can also be used in the newsletter Select EPiServer CMS in the Choose HTML Source section 2 Click Browse and browse to the page that contains the content to be used in the newsletter Choose HTML Source O HTML Editor URL O EPiServer CMS Text Editor Selected page My Image Galleries 11 Note that if you want to add the unsubscribe URL option directly in an EPiServer CMS page for instance a newsletter template the unsubscribe link must be added in that page template Text Editor Select Text Editor in the Choose HTML Source section and enter the text that you want to be included in the mailing Text Content Tab In the Text Content tab you enter the text that you want to be displayed for the recipients if their e mail clients do not support HTML You can select to either write the message in a text editor select to send an EPiS
16. s have clicked on the links to be sent 8 The Remove active content tags check box allows you to select whether you want EPiServer Mail to remove any SCRIPT APPLET OBJECT and EMBED tags in the HTML EPiServer AB Send a New Mailing content This also removes on mouse over and similar attributes from other tags This function can be convenient for instance if using a page published on a Web site where the page template contains these types of tags 9 Continue with the creation of the mailing by clicking the HTML Content tab HTML Content Tab You can either choose to send an URL HTML text or EPiServer CMS page to your recipients HTML Editor When you create a mailing that contains HTML text it is possible to enter variables in the HTML editor that personalize the message e g to have every recipient name automatically pasted into each distributed message EPiServer Mail supports use of up to 20 variables Enter a variable into your mailing by selecting the appropriate attribute from the Attributes drop down list Further information about variables can be found under Import Standard Recipient List on page 16 Note The HTML editor is an easy way to create an HI ML message However to ensure that all tags and formatting remain in the final output as intended it may better to use the Text Editor HTML Content 6 4 B8890 o e D 0 Y Ar O amp EGE i B Z U Tahoma Y Size y Normal Attribute
17. sages been Number of Bounced Messages Customer Newsletter Number of Recipients Technology Demonstration Interactive Scene Extension data Container Extension data Container Quantity 1 2 3 Mailing Mailing Subject Scheduled Recipient Recipients Opened Unique Opened 1 Partner Newsletter No 1 June 6 10 2009 2 07 Sendlist 4 0 0 0 2009 PM 2 Customer Newsletter 1 June 6 10 2008 2 08 Sendlist 4 0 0 1 2009 PM 3 Hello again 5a5 6 11 2009 9 48 Sendiist 4 6 1 2 AM The Trends tab has the following options for displaying message statistics over time EPiServer AB 19 20 User Guide for EPiServer Mail 4 4 1 Rev B Number of Opened Messages displays the number of messages that have been opened message is considered opened when a user has opened the message in an e mail client and downloaded the pictures depends on the e mail client used Number of Unique Opened Messages displays the number of messages that have been opened by a specific user identified by the recipient ID This information is used when generating the Export Clicks statistics in the Link Report under the Mail tab for sent mailings Number of Link Clicks displays the number of times users have clicked on links in the message This information can also be monitored for specific links in each e mail under Show Link Statistics under the Mail tab for sent mailings Number of Bounced Messages displays
18. the major functions in EPiServer Mail are e Fast creation of mailings and other recurring e mail communication efforts e Send any Internet page to multiple recipients e Send mailings to an unlimited number of recipients e Detailed statistical data in real time e An unlimited number of recipient lists How Does EPiServer Mail Work EPiServer Mail is a powerful software for distribution of e mails and newsletters lt is built to handle very large numbers of e mails or newsletters and consists of a client part EPiServer Mail Editor and a server part EPiServer Mail Service The client part is described in this User Guide In the client part the message is created and the distribution Is set and initiated Then there is an order e mail with advanced Meta data sent to the dedicated EPiServer Mail mass distribution servers The servers distribute the e mails and newsletters without disturbing or absorbing important power from the sender s IT environment Real time statistics for each distribution is avallable instantly Glossary Mailing A mailing is an e mail sent at one time to multiple addresses by a sender Message message is an e mail message sent to one address Recipient recipient is the e mail address receiving the mailing EPiServer AB Introduction 5 6 User Guide for EPiServer Mail 4 4 1 Rev B Further Reference The following manuals can be found on EPiServer World http world episerver com for fur
19. the number of bounced messages This information can also be graphically monitored for each message under the Mail tab Sent Mailings Delivery Report tab Number of Recipients displays the number of recipients that have received the message EPiServer AB Index A Fa ere Ha E STALS ES dor SEERE RESEN ESS SEEREN 7 Add parameters to redirected links 8 AUIDULES es Pan createed Less 8 C FSU LE be ENEDES seed eee at 16 D Delivery Report lab doble 15 E Eee EMS EQ modes aan er ERISErVEr COMMUN r oa corne 7 ERIServer Mail tab ON bager mock oailesy as 18 EMA adress Emme hates 8 EXPO SOUTO Vans gu We re AE A 15 O tt ne De ne ans 4 EK DOTE OPERO aa eae Le Le 15 F HUSS TRE A ka owe erence ER eae dao 8 H Fl MLSCOMten Ede LEE deta a ae 2 AE SEER Re ie ra tm 9 I Import recipient ist eerie em Bae kn ene 16 gs o sarte KA NN ee ae eee 5 L Past ae nas eee aren was 8 EME REDON CaO aan egen eet A 14 M IMA rbd dese 5 Maline statistics rra armee 14 PTI VIEW debas airada 7 Manase echo AA Dates 8 Mlanacine recipiens Lies En es NE 16 MES E HE RS er a bia ae ed 5 Message BOUNCES Liste mee rl Ei Message Settings TaD risa cad did 8 N INS WSIS RAS eri edad Soe Er 159 Number of bounced messages 20 Number OF KEIC at sai eee an 20 Number of opened messages 20 INUMBDEMORTECIDICNES okie aies 20 Number of unique opened messages 20 O Optimize TOR Spann MEFS Le Eure 8 P Prev
20. ther reference e EPiServer CMS Editors Manual e EPIServer CMS Administrator s Manual EPiServer Community User Manual e EPiserver Mail Developers Guide EPiServer AB Getting Started Getting Started Main View When you have successfully installed EPiServer Mail and logged into EPiServer CMS Edit mode the Mail tab is visible in the left pane The main view consists of the following menu options e New Mailing Select New Mailing to create select and initiate the distribution of newsletters or e mails to your target group e Sent Mailings Select Sent Mailings to view sent mailings Statistics and results from each mailing are also displayed here e Manage Recipients Select Manage Recipients to select and import lists of recipients e Account Statistics Select Account Statistics to view the statistics for the EPiServer Mail account Manage Sections Select Manage Sections to create sections Sections are a way of grouping lists and giving rights to specific editors AE O Mail Step 1 of 4 Mailing Settings HTML Content Text Content Preview Send ee ee New Mailing Source Standard v Sent Mailings Manage Recipients Section Account Statistics RE Sendiist gt Manage Sections a Choose Category Weekly Newsletter Monthly Tech News Add Category _ Category Sender name Example com Mailing Service Sender e mail address no reply example com Subject OS pibes x Cl Optimize for spam filters Cl
21. u have sent the mailing you will receive a confirmation message For each page there will also be a Message History tab where you will see an overview of the mailing statistics for that particular page EPiServer AB Integration With EPiServer CMS EPISERVER D 5 d x z El 9 View Edit Version List i Workflow Statistics Favorites My Tasks Mail EPiServer Mail ES Root folder El a Recycle Bin Compose New Mailing of This Page EH Start EPiServer CMS 5 Sending e mail Training EH Newsletters Your e mai has non been sent t the server and wil be delvered shorty i Partner Newsletter Customer Newsletter Y Message History Technology Examples Demonstration Interactive Scene Extension data Container Extension data Container The Statistical Trends Tab In the integrated EPiServer CMS and Mail you will have a statistic feature which provides an overview of message statistics for subpages to a parent page The statistics are presented graphically and provides a number of different views The statistics overview can be found under a tab named Trends on the EPiServer Mail tab of the parent page EPISERVER D 5 x E bad 9 UN RESTER EPiServer Mail Structure RAT IAE SELE EPiServer Mail ES Root folder H Recycle Bin Trends Res UE SE SETS Eh Start eve ous 5 Sron Number of pened Messages D E Training Number of Opened Messages EE Number ofunecige Der Of Opened Mes
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