User guide
Contents
1. Content More User s guide Logout Lists Groups gt list28 gt List ID 996 Last Activity 2014 09 12 15 39 37 dev Data Import Sign up link gt Search Actions Ga ca ca Ga ca Ga 44 Konversation ont INTEMA Exporting a Contact List It is possible to export your list via the List Members screen under the List Management Menu NATIONAL BANK FINANCIAL Get Started Lists Mailouts Content More Userguide Logout WEALTH MANAGEMENT List management Lists Groups gt Personalized Greeting Test Multi Custom gt Personalized Greeting Test Multi Custom List Properties List ID 468 Last Activity 2014 10 06 09 47 59 dev Data Import Creation Date 2014 10 06 09 47 59 Default Language en List Type Test list Sign up link gt F Ld Search Export to CSV alias province city country Actions Alberta Calgary Canada Ga michaelkspencer yahoo ca Mr wujishiu gmail com Miss Toronto Canada Ga Showing 1 to 2 of 2 entries First Previous Click on Export to CSV and your list will be transferred to a CSV format Technical_Support_Test_Team csv R jim ma ep Elala j e mee e A Clear BI I UJ ru or fe AL sl Ies ez YE 2 Merge BA 2 michaelkspencer amp yahoo ca 3 mspencer intema ca 4 wujishiu gmail com 45 Konversation ont INTEMA Technologies Marketing Consent Details To view the2. message_promo message promo C3 Editing 2014 07 09 15 39 04 CG Midi L heure est proche l 2014 07 08 13 12 22 D nouvelle_campagne3 campagne 3 C3 Editing 2014 07 08 13 01 40 C nouvelle_infolettre test5 No Editing 2014 07 09 09 31 08 C promo5 promo5 No Editing 2014 07 08 20 42 27 c uU 32 Konversation sents INTEMA hnologies Konversation Agent offers you 3 types of reports 1 Summary Shows a Pie Chart displaying the mailout s delivery performance Summary Data collected between 2014 08 19 08 33 51 and 2014 10 31 16 07 28 Delivered 3 Delivered Permanent bounce 0 Permanent bounce Temporary bounce 0 n alan Without consent Spam filtering bounce 0 Without consent 0 Field Description Delivered Emails successfully delivered to an inbox Permanent bounce Emails that permanently bounced back to the sender invalid Email address etc Temporary bounce The recipient s mail server is temporarily unavailable inbox full etc Spam filtering bounce The message has been blocked by a spam filter 2 Engagement Displays the total blue and unique red opens clicks and the 96 unique opens and unique clicks Number of clicked links orange Engagement Op Mailout Performance en E Total Click 1 E Uniques Reply 7 Unsubscribe H B Open Click Reply Unsubscribe 33 Konversation ont INTEMA Technologies Marketing 3 Statistics Shows each contact s action
3. 4 liil lil B Formats sssr Here is an exhaustive list of the editor s features Cut selected text Copy selected text Paste from clipboard wr d x Preview message Bold highlighted selection Italic highlighted selection I gt N DW Text color Background color 23 Konversation gent Ss TE inl wry o Hd o t c ii Insert a hyperlink Insert or modify a picture Increase indent Decrease indent Numbered list Bullet list Justify text Align right Align left Align center Underline text Clear formatting strikethrough text Insert Table Source code 24 das Konversation ts INTEMA Technologies Marketing Use an existing message To use an existing message 1 Click on the Option B Use an existing message 2 Select a folder Option B Use an existing message Select a D Bm Personal Folder folder 3 Select a message Option B Use an existing message zy Personal messages Message name Template type Last Modified Approuval Promotion 2014 07 04 15 43 05 Le super placement Promotion 2014 06 25 15 43 46 Select a promotional message Promotion 2014 07 04 10 18 20 message test18 Promotion 2014 06 29 22 19 29 test List Promotion 2014 07 04 15 44 27 Today Promotion 2014 06 27 09 33 26 Save and Continue 4 Click on the Save and Continue button to go to the next step Note You c
4. B FINANCIAL NATIONAL BANK Get Started Lists Mailouts Content More User s guide Logout WEALTH MANAGEMENT New mailout Mailout Info Contacts gt Message Send Name Userguide_Version_Updated_ List Name Uploaded by Technical Support Subject Userguide 4 3 Update Step 3 Create the message Option A Create a new message Option B Use an existing message Save and Continue 17 Technologies Marketing konversation ts INTEMA Create a newsletter article 1 Click on Option A Create a new message 2 Fill in the name of your new message no spaces or hyphen 3 Select the Message language FINANCIAL NATIONAL BANK l D Get Started Lists Mailouts Content More User s guide Logout WEALTH MANAGEMENT Launch a newsletter mailout Mailout Info Contacts gt Message gt Send Name Newsletter_September List Name Technical_Support_List Subject Technical Support Presents Step 3 Create the message Option A Create a new message September Newsletter 4 Click on Create new article Select existing articles Create new article Select articles Nouvel article GRIMP Message239 Frime 5 Write the article in the text editor Konversation ts INTEMA Technologies Marketing 6 Select a save folder 7 To view your message before saving it click on the Quick Preview button 8 Click on the Save and Save and Continue buttons to go to the next step
5. Click on the Add subscribers button NATIONAL BANK l FINANCIAL Get Started Lists Mailouts Content More User s guide Logout WEALTH MANAGEMENT List management Lists Groups gt Technical Support List gt Technical Support List List Properties Creation Date 2014 08 20 12 11 08 List ID 697 Default Language en Last Activity 2014 08 20 12 11 08 dev Data Import List Type Mailing list Sign up link gt List Members e Next available actions 4A Add subscribers Launch mailout email with this list 3 Add your contacts manually of from a cvs file see page 5 43 Konversation gent Technologies Marketing Modify or Delete a Contact it is possible to modify or delete contacts via the View amp Edit option under the List management menu 1 Click on the View amp Edit button of the list you need to modify see page 29 2 Click on the List members option and select one of the two available Actions for the members you need to delete or modify CG View amp Edit the contact 4 Remove the contact NATIONAL BANK FINANCIAL Get Started WEALTH MANAGEMENT List management list28 List Properties Creation Date 2014 09 12 15 39 37 Default Language en List Type Mailing list List Members email john williams intema ca Laura peters intema ca Leslie lakes intema ca Peter smith intema ca Robert stewartGintema ca Steve mcbride intema ca Mailouts
6. Select existing articles Create new article Select articles Nouvel_article test_message content_test new_article9 Save to folder Personal messages v Quick Preview Save Option B Use an existing message Save and Continue 19 konversation gents INTEMA Create a promotional message To write a promotional message with the text editor 1 Click on Option A Create a new message otep 3 Create the message Option A Create a new message Message name Message language English Content Edit v Insert v View v Format v Table v Tools v e X linl v w n w D asd Formats E v A v Email preview B I Font Family v Font Sizes 2 Fillin the name of your new message no spaces or hyphens 3 Select the Message language 4 Write your message in the text editor 5 Select a Save folder 6 To view your message before saving it click on the Quick Preview button Save to folder 4 Personal messages 7 Click on the Save and Save and Continue buttons to go to the next step 20 Konversation ts INTEMA Technologies Marketing Inserting a PDF file in the Text Editor To insert in your message a link to a pdf file 1 Click on the insert button and select the Insert link option Edit Insert View Format Table Tools L8 j f az Insert image Ff a B IU Insert link 148 Sizes AY _ Conte
7. consent details of your contacts 1 Click on the consent details after clicking on the View amp edit button of the list of your choice NATIONAL BANK FINANCIAL Get Started Lists Mailouts Content v More v User guide Logout WEALTH MANAGEMENT List management Lists Groups gt Personalized Greeting Test Multi Custom gt Personalized Greeting Test Multi Custom List Properties Creation Date 2014 10 06 09 47 59 List ID 468 Default Language en Last Activity 2014 10 06 09 47 59 dev Data Import List Type Test list Sign up link List Members gt Consent details Next available actions 11 Add subscribers Launch mailout email with this list 2 he search box allows you to quickly find a specific contact Click on the export to CSV button to export this list for easy viewing and sorting in Microsoft Excel Consent details Search Export to CSV Email Promo consent status Newsletter consent status michaelkspencer yahoo ca Without consent With consent mspencerGintema ca Without consent With consent wujishiu gmail com Without consent With consent 46 Konversation ts INTEMA Types of Content Status Your contacts can fall within three categories for promotions or for newsletter or both For promotions Consent status Description With consent The contact gave his consent Without consent The contact did not give his consent yet Withdrawal The
8. subscriber lists by inserting contacts manually 1 Click on the option B Insert manually NATIONAL BANK FINANCIAL Get Started Lists v Mailouts v Content v More v User s guide Logout WEALTH MANAGEMENT Option A Upload a CSV file Important Make sure your document is respecting these rules 1 csv format only accepted 2 First row will be used as field name Select a CSV file from your computer Choisir le fichier aucun fichier s l Meere ga Option B Insert manually Field Name Value Description email Add email a No data available in table Save and Continue 2 Fill in the information fields for each new contact 3 Click on the Save and Continue to save the list 10 Technologies Marketing Konversation ts INTEMA Managing Folders By default Konversation agent stores your Lists Mailout Content and Messages in a personal folder You can organize any of those items in additional folders Creating a Folder To create a folder 1 Click on the Create folder button available at the bottom of each page 3 Next available actions Create list i Create folder 2 Enter the Folder name of your folder and select a folder content type Lists Message Content Mailouts NATIONAL BANK l l FINANCIAL Get Started Lists Mailouts Content More v User guide Logout WEALTH MANAGEMENT Folder management Folders library gt Create folder gt Create folder Folder n
9. 52 Konversation gent NTEMA Key Concepts 1 Content This is the article of text you copy from MS Word or where you insert your link to a PDF This where you format your E mail English content Edit v Insert v View v Format v Table Tools amp 4 Formas E EF BB Hy icc SF Bef W B Z FontFamily FontSizes A A Content preview Energy stocks slide after IEA cuts oil demand growth outlook Canada s main stock index hit an eight month low on Tuesday bringing its drop from last month s record high to 10 5 The TSX Composite index fell 249 63 points early in the session reaching the 13977 73 level before rebounding to 14169 98 down 57 38 points at midday Six of 10 sectors were in the red and trading volumes were 64 higher than the 30 day average per Bloomberg Declines were led by the heavyweight energy sector after the International Energy Agency IEA cut its forecast for growth in oil demand in 2014 The IEA also said that it expects demand growth in 2015 to be much weaker than it had previously forecast At midday WTI oil futures and Nymex gas futures were down 2 5 and 2 3 respectively while the TSX Capped Energy sector was down 2 1 The energy sector has shed about 26 since mid June One bright spot was the Materials sector which was up 2 9 2 Message his is the virtual envelope where you are placing your content This is what you attach to the Newsletter Create message September
10. 9 08 16 09 09 c ti test 02 sept Newsletter 2014 09 02 11 03 22 3 Inthe Select existing articles section click on the modified content to reattach it to your newsletter 4 Click on Quick Preview to inspect your message 5 Click on Save to finalize the newsletter content update 41 Konversation gent Lists Management To manage your recipient lists click on the Manage subsection of the Lists menu Get Started Mailouts Content More User s guide Logout Create e o modify a list click on its VIew amp Edit button e Jo delete a list click on its Delete button List management s View amp edit I Lists Groups the list zy Personal lists C C reate List Name List Type Members Last Modified Last Mailout Actions mailout Liste_INTEMA Mailing list 1 2014 07 08 10 32 51 mcos m Liste INTEMA2 Mailinglist 1 2014 07 08 13 14 12 MGE e uj a Delete the new listB Mailing list O 2014 07 09 11 22 15 son LI list Test3 Mailing list 2 2014 07 08 13 12 22 2014 07 08 13 12 22 secos wD test list 1 Mailing list 0 2014 07 09 10 20 37 ECH test_list6 Mailing list 0 2014 07 09 10 40 24 CH i Manage Testlist FRED Test list 1 2014 07 07 20 25 52 the list sco f 42 Konversation ont INTEMA Technologies Marketing Add a Contact You can add contacts to your list from the Lists management menu 1 Click on the View amp Edit button of the list you need to modify see page 41 2
11. Info gt Step 1 Mailout Information Subject Save to folder Dossier personnel Save and Continue Note You can launch a promotional message or a newsletter at any time via the Get started menu on the main navigation bar 15 Konversation gent INTEMA Technologies Marketing Step 2 Select recipients This step allows you to select a subscribers list 1 Select a list 2 Click on Save and Continue to go to the next step NATIONAL BANK X FINANCIAL Get Started Lists Mailouts Content More User s guide Logout WEALTH MANAGEMENT New mailout Mailout Info Contacts 9 Message gt Send Name Userguide_Version_Updated_ Subject Userguide 4 3 Update Step 2 Select Recipients Source ii Dossier personnel List Name List Type Members Last Modified Last Mailout Uploaded by Technical Support Mailing list 2014 09 02 15 17 23 Select a List Technical Support List Mailing list 2014 08 20 12 11 08 Showing 1 to 2 of 2 entries Previous Next Save and Continue Note At any step before sending your message you can manage and create subscribers lists via the Lists menu on the main navigation bar go to page 42 for more details 16 Technologies Marketing Konversation gent INTEMA Step 3 Create the message Konversation agent offers you two options to create your messages e Create a new message with the text editor Option A e Use an existing message Option
12. Newsletter Template type Newsletter 3 Mailout This is the E mail in its entirety with a Banner template Newsletter or without the template Promotion Did you know The User Guide is embedded on the top right of the menu To edit the content of your Newsletter quickly while sending Tests follow the breadcrumb from Step 4 back to Step 3 refer to page 30 Konversation gent INTEMA Recipient Lists You can access your recipient lists from the Lists Menu on the main navigation bar Create a Recipient List To create a new recipient list click on the Create subsection of the Lists menu Get Started Mailouts Content More User s guide Logout Manage 1 Enter the List name no spaces or hyphens 2 Select a List type and a Default language as well as a Save folder 3 Click on Save and Continue to go to the next step Step 1 List Properties List Name List Type Mailing list Default language lt gt English Save to folder lt gt Personal lists Save and Continue Konversation gent INTEMA In an effort to maintain compliance with anti spam laws the following fields are automatically added to each list created or imported in Konversation Agent Field Email Date Added Date Updated last action Description Subscriber s email no double entries allowed Specifies date of subscription Specifies date of last update Specifies last action fr
13. User guide Version 2 1 Konversation g 2 For email campaigns newsletters ana promotional messages Designed for professionals INTEMA Technologies Marketing Konversation gent Key Concepts New Recipient Lists Create a Recipient List Upload a CSV file Insert Contacts Manually Managing Folders Creating a Folder Moving an item to a Folder Delete a Folder Dashboard Step 1 Mailout information Step 2 Select recipients Step 3 Create the message Create a newsletter article Create a promotional message Inserting a PDF file in the Text Editor Text editor features Use an existing message Step 4 Sending properties sending Tests Manually New send Final Editing Content on the Fly New Mailout Resend Approval Request New Mailout Reports Exporting a report New Behavioural Data Content Creation INTEMA ON Oo on A i T 19 14 15 16 17 19 20 21 23 20 26 20 29 o0 o1 32 o4 OO 36 Konversation gent Manage Content Create a Message Manage Messages Updating Newsletter Content Lists Management Add a Contact Modify or Delete a Contact Exporting a Contact List New Consent Details Types of Content StatusNew Obtaining Consent for Promotions New Obtaining consent for newsletters New Users Management Profile picture Sidebar Personalization INTEMA Technologies Marketing 38 39 40 4 42 43 44 45 46 47 48 49 50 51
14. ac pellentesque rutrum Nulla vestibulum vitae purus sit amet rhoncus Donec eget purus inten sollicitudin venenatis dolor vel condimentum est Suspendisse elit enim rutrum at velit ac aliquet pellentesque orci Phasellus pretium et nulla et oral m Antoine Street West suscipit Integer posuere varius pellentesque Morbi vel rutrum turpis In Montreal Q t H3C 3R7 a posuere lectus Nullam volutpat feugiat leo nec imperdiet Donec E 5 sollicitudin lorem vel eros luctus a faucibus nis bibendum Fusce feugiat Tel 514 861 1881 ext 3206 volutpat tortor a laoreet sem auctor in Web site Curabitur dapibus odio nec vulputate accumsan Donec vulputate in ante mspencer intema ca a malesuada Ut tristique imperdiet erat eu elementum nis dignissim sit amet Mauris ultrices hendrerit mollis Sed porttitor malesuada lorem id gravida lectus commodo eget Vestibulum volutpat malesuada luctus 7 1 Donec vel lacinia ex quis euismod augue Mauris pellentesque lorem et 4 Gk justo porta sed imperdiet sapien ornare Donec luctus elementum pharetra Pellentesque sit amet nulla odio Pellentesque ultricies sagittis bibendum Duis quis lorem enim Cras vitae quam vitae ex mattis W i D bibendum Proin vel mi turpis Mauris ligula nulla lobortis quis erat et nd elementum gravida erat Morbi porta ut dolor pulvinar hendrerit Donec sapien lectus euismod in Coordonn es pretium non tincidunt ut dui Fusce volutpat pharetra enim vel pulvinar Assoc
15. ame September 2014 Folder content type a a Save 3 Click on the Save button to create the folder 11 Konversation gent INTEMA Technologies Marketing Moving an item to a Folder To move an item to a specific folder 4 Click on its move to button red folder icon NATIONAL BANK FINANCIAL Get Started Lists Mailouts Content More User guide Logout WEALTH MANAGEMENT List management Lists Groups r Personal Folder List E TN Last Modified Last Mailout f 2014 09 19 2014 09 19 Technical Support Test Team Mailing list 3 10 49 31 10 49 31 2014 08 20 Test Orientation for New Users 09 05 56 5 Select a destination folder Move to folder Move test template 25082014 1 in folder septembre 2014 6 Click on the Save button to move the folder Note The move to button will appear greyed out until you create a folder of the appropriate type 12 SID L Marl inr nologies Marketinc Konversation gent INTEMA Delete a Folder To delete a folder click on the Manage folders subsection under the More menu of the navigation bar Get Started v Lists v Mailouts v Content v More User guide Logout Dashboard Profile Create folder Manage folders 1 Click on the delete button of the folder to remove NATIONAL BANK l FINANCIAL Get Started Lists Mailouts Content More User guide Logout WEALTH MANAGEMENT Folders manageme
16. an access and edit your messages at any step before the final send by clicking on Manage messages under the Message menu on the main navigation bar go to page 40 for more details 25 Konversation ts INTEMA Technologies Marketing Step 4 Sending properties This step allows you test the rendering of your final layout and send an approbation request for your mailout Preview your message 3 Click on the Preview button for a final review of your message To edit your message click on the Content menu located on the navigation bar 4 f you are satisfied with your message layout click on the Send a test button to send your message to a test list NATIONAL BANK l l FINANCIAL Get Started Lists Mailouts Content More User s guide Logout WEALTH MANAGEMENT Launch a newsletter mailout Mailout Info Contacts Message gt Send Name Orientation_Sept_2nd_with_Videos List Name Technical_Support_List Subject Konversation Agent Technical Support Message name List of HOW TOs for New Users Presents Learning Tools for Investment Advisors Associates and Support Staff Step 4 Sending properties PREVIEW This is an email sample as seen by subscribers Ww f E I INVESTING SEND A TEST ue internal subject SEN D Fl NAL This message was originaly created August 25th 2014 amp Konversation gent Welcome to Konversation Agent Hello Note You can access and edit y
17. contact removed his consent For newsletters Consent status Description With consent The contact gave his consent Without consent The contact did not give his consent yet Withdrawal The contact removed his consent 47 Konversation gent INTEMA Obtaining Consent for Promotions For Promotion Mailouts it is important to first obtain informed consent form your contacts before the mailout to ensure it is fully CASL compliant Please use the form below to request your contact s consent https www nbccommunications ca fbn consent NATIONAL BANK FRANCAIS FINANCIAL WEALTH MANAGEMENT CONSENT TO RECEIVE PROMOTIONAL E MAILS understand that by supplying my e mail address and by clicking Subscribe allow National Bank Financial to offer me products and services which may be of interest to me agree to receive information on products and services offers or promotions invitations to events or other occasional emails from National Bank Financial Please copy the code YRSSEDSS New code gt SUBSCRIBE may withdraw my consent at any time by using the link provided for this purpose on the electronic messages sent by National Bank Fir ial s are mandatory National Bank Financial t ff Tor f 11 l H3B 455 1 V Su T 1J nbfwm ca erms of use Confidentiality Policy The ABC s of security National Bank Financial All rights reserved 2014 nbfwm ca Note After filing out the form the s
18. ent Sidebar Personalization Konversation Agent allows you to personalize your newsletter s sidebar with photos and contact information of your associates links to files and websites and additional sections E INVESTING p In our Newsletter 2nd Week of September Lorem ipsum dolor sit amet consectetur adipiscing elit Pellentesque venenatis venenatis iaculis Mauris cursus maximus elementum Aenean vel mauris lacus Suspendisse potenti Curabitur nibh nunc euismod non convallis finibus efficitur at erat Integer sed sagittis elit Class aptent taciti sociosqu ad litora torquent per conubia nostra per inceptos himenaeos In finibus tortor orci ut tempor leo faucibus id Aliquam vitae ligula euismod interdum tellus eu dignissim lorem Cras vitae tristique ex vel mollis tortor Aenean porta mi nec velit porta posuere Cras suscipit ante nunc Donec tempus dignissim venenatis Donec ex nisl condimentum in arcu ut tristique consequat sapien In mollis tincidunt diam eu ornare Nunc a justo magna Phasellus sit amet nibh magna Cras finibus tempus sem sed sagittis Nulla rhoncus elit ut mattis pellentesque nunc leo viverra lorem vitae vestibulum nunc augue sed T e H justo Contact Information Vivamus fringilla tincidunt neque elementum porta libero iaculis sed Pellentesque sagittis risus vel felis luctus imperdiet fermentum vel ligula erinnern S Cras feugiat tellus id eleifend hendrerit Nunc varius mi
19. f Subject Test footer en Message name test template 28082014 fr Step 4 Sending properties Send test to the following recipients separate multiple addresses by a comma PREVIEW mspencer amp intema ca SEND A TEST VENT TIAS Send test to the following list 28 Konversation ts INTEMA Technologies Marketing Send Final This final step allows you to send a validation request to have your message sent to your contact list 1 Click on the campaign launch approbation box 2 Confirm by typing the number of recipients 3 Click on the Confirm and Launch button to send your campaign validation request Note NATIONAL BANK FINANCIAL Get Started Lists Mailouts Content More User s guide Logout WEALTH MANAGEMENT Name fr_encoding_promo List Name prod 28 aout fr Subject fr encoding promo Message name fr encoding promo Step 4 Sending properties PREVIEW All test emails were sent successfully Check list approbation SEND A TEST wish to immediately contact by way of email the following number of people EC understand that by clicking on the Confirm and launch button above the mailout will be set as ready to be launched SEND FINAL have read and understood the Service Level Agreement and am in full agreement with it am aware of the C 28 and CAN SPAM ACT legislations and adhere to them have included a way for people to easily unsubscribe from m
20. f the navigation bar Get Started v Lists Mailouts Content More User s quide Logout Launch Promotion Launch Newsletter 2 Click on Resend Approval Request NATIONAL BANK FINANCIAL Get Started Lists Mailouts Content More User s guide Logout WEALTH MANAGEMENT Mailouts management Mailout folders 2 Personal Folder Last Name Subject Approved Status Modified Actions Video Tutorials Intro Orientation Videos amp Tutorial D3 2014 09 19 Sessions for Konversation 08 22 48 F ain Agent 31 Konversation te INTEMA Mailout Reports To access your mailout reports click on the Manage subsection under the Mailouts menu of the navigation bar Get Started Lists Mailouts Content More User s guide Logout Launch Promotion Launch Newsletter e o visualize a specific mailout s report click on its Mailout report button NATIONAL BANK FINANCIAL Get Started Lists Mailouts Content More Logout WEALTH MANAGEMENT Mailouts management Mailout folders ay Personal mailouts Name Subject Approved Status Last Modified Actions Q4 M al O ut re DO rt campagne test campagne test No Editing 2014 07 09 15 32 26 C b campagne test9 test8 C3 Editing 2014 07 10 17 16 05 C Duster Le vrai C3 Refused 2014 07 08 09 19 18 Gil Fred_test_promotional Qui suis je 2014 07 10 13 00 00 D Grimp Le test des test No 2014 07 07 20 06 05 aii
21. i 2014 09 29 13 46 56 297 https soundcloud com technical support agent user management profile s rg15Y michaelkspencer yahoo ca Clicked 2014 09 29 13 46 32 740 http stage intema ca Framework microsites nbcmailout users data 4 CAN SPAM canspam pdf michaelkspencer yahoo ca Clicked 2014 09 29 13 46 14 840 https soundcloud com technical support agent resizing a profile photo s X7Xdr michaelkspencer yahoo ca Clicked 2014 09 29 13 46 08 620 https soundcloud com technical support agent save excell list as csv to import list into the agent s eCGZt michaelkspencer yahoo ca Opened 2014 09 29 13 46 05 293 mspencer intema ca Clicked 2014 09 29 13 16 55 223 http stage intema ca Framework microsites nbcmailout users_data 4 UserGuide KonversationAgent pdf mspencer intema ca Clicked 2014 09 29 13 16 48 927 https soundcloud com technical support agent pdf insertion into content s zjxRx mspencer intema ca Opened 2014 09 29 13 16 41 520 mspencer intema ca Clicked 2014 09 29 13 16 35 647 https soundcloud com technical support agent 2intro to konversation agent s RE1GJ mspencer intema ca Opened 2014 09 29 13 16 21 693 34 konversation vente NTEMA Behavioural Data Konversation agent give you an in depth look at your mailout s performance with behavioural data for each of your list member 1 Click on the Manage subsection of the Lists menu Get Started Mailouts Content More User s guide Logout Create 2 Click on a list
22. iates picture Donec sed dignissim elit Nulla facilisi Phasellus id turpis a mauris Stephane Leduc i i i efficitur eleifend sed sed diam Duis ultrices nisl et molis placerat Investment Advisor ASSOC ates CO ntact nfo rm at lon Phasellus maximus nulla lacinia tempor convallis Aenean sodales quam non laoreet iaculis Aenean non luctus ex Sed at sollicitudin mi Intema ullamcorper bibendum eros Mauris at ultrices nibh mattis bibendum elit 1000 Sherbrooke Street West Fusce volutpat luctus purus Ut convallis dolor et porta euismod Suite 400 Montreal Quebec H3C 3R7 T l 514 861 1881 ext 3206 1 Click on the Create content subsection under the Content menu NATIONAL BANK FINANCIAL WEALTH MANAGEMENT Get Started Lists Mailouts Content More User s guide Logout Create content Manage content 2 Type in extra lowercase in the content name field then select dynamic content as a content type NATIONAL BANK FINANCIAL Get Started Lists Mailouts Content More User s guide Logout WEALTH MANAGEMENT Content management Content library gt Create content gt Content name Enter extra as a content name Content Type Dynamic content Select Dynamic content 52 Konversation sents INTEMA 3 Enter in the Text editor the pictures text and links to include in the sidebar NATIONAL BANK FINANCIAL Get Started Lists Mailouts Content More User s guide L
23. mport your list 3 Click on the Save and Continue button to go to the next step Did you know CSV is a comma separated values file format that can be used in any spreadsheet program and takes the form of a text file containing information separated by commas Konversation ts INTEMA Technologies Marketing Convert your Excel file to CSV In order to import your recipient list saved in Microsoft Excel format you must first convert them to the CSV format To convert your recipient list from Microsoft Excel 1 Open your recipient list in Microsoft Excel 2 Click the File tab and then click Save As Excel Edit View Insert Format Tools New Workbook 88N New from Template 3P L w Open 360 ES MP Open URL THO f Open Recent b HW Save Save As Save as Web Page Save Layout 3 Save As Workbook2 a Tags ajr a fay Bureau A Q FAVORITES 9 a modifier P Dropbox 7 brouilon communiqu Capture d 16 45 54 f Applications C captures agent trier gt Ea Bureau Jj communiqu 3 juillet P m Le a communiqu 03 juillet C Communiq tion Agent gt Q T l chargements Oj Derniere combinaison H Vid os 3 divers F A Musique 7 Guide Kon gent pages Forma Y Excel Workbook xlsx Description s P Common Formats The XML based format tha Excel 97 2004 Workbook xls VBA or Excel 4 0 macro sheets Excel Template
24. nt Tr Folders library Folder name Folder content type Last Modified v Actions Personal Folder Lists c Personal Folder Mailouts c ii test Messages 2014 09 26 12 29 15 c ii 2 A message will warn you that the content of this folder will be deleted along with the folder Click on ok to continue and delete the folder Important By deleting a folder you will also delete all the information it contains 13 Konversation gent NTEMA Dashboard To launch a new promotional message or a new newsletter click on the corresponding button on the dashboard NATIONAL BANK l FINANCIAL Get Started Lists Mailouts Content More User s guide Logout VEALTH MANAGEMENT Dashboard Welcome Michael Kevin please select your action C A Launch newsletter Launch promotion Note The dashboard is accessible at any time via the More menu on the main navigation bar 14 konversation gents INTEMA Step 1 Mailout information After having selected a new promotion or a new newsletter enter your mailout information 1 Fillin the Name of your campaign no spaces or hyphens 2 Specify your message subject line by filling in the Subject field 3 Select a save folder 4 Click on the Save and continue button to go to the next step NATIONAL BANK FINANCIAL Get Started Lists Mailouts Content More User s guide Logout WEALTH MANAGEMENT Launch a newsletter mailout Mailout
25. nt preview Horizontal line 2 Click on the folder icon located in the Url line Insert link Url Text to display Title Target Click on the Browse button to select the file from your computer and click on the Upload button Konversation Agent will generate a URL to your pat file Insert link Uri https www communicationsbnc ca Frame fa 21 3 Konversation Vagent INTEMA 5 Type in the text to display to specify the visible clickable text that will be displayed to your subscribers instead of the URL generated by Konversation Agent Insert link Uri https www communicationsbnc ca Frame Wa Type in the text to display to your 9e to display Read more subscribers Title Target None Cancel 6 Click on the ok button to add your link Tools Edit Insert View v Format v Table liil liil c a v A A Content preview Ss H Formats B Z FontFamiy FontSizes Read more Note The Title field allows you to enter additional text that pops up when subscribers hover over the link The Target field specifies where to open the linked document in a new window or a new tab none option 22 Konversation ts INTEMA chnc nic Jarl Inn echnologies Marketinc Text editor features Edit Insert View v Format Table v Tools v c a B FontFamily FontSizes A A Pr visualisation de courriel lili lil E 4 i
26. ogout WEALTH MANAGEMENT Content management Content library gt Create content gt Dynamic content English content Edit Insert View v Format Table Tools mio 9e E a md B I FontFamily Font Sizes E LA h d LM v lt r r v HW Uu 4 1 Coordonnates Stephane Leduc Investment Advisor Intema 1000 Sherbrooke Street West Suite 400 Montreal Quebec H3C 3R7 T l 514 861 1881 ext 320 Note You can specify a french and an english version of your sidebar content via the English content and French content text editors Call Technical Support at any time 514 861 1881 ex 3206 o3
27. om subscriber Last action date Specifies the date of the last action from subscriber Insert additional fields here NATIONAL BANK FINANCIAL Get Started Lists Mailouts Content More Logout WEALTH MANAGEMENT Create a new contact list Fields gt Step 2 List Fields Default fields Custom fields Type Varying Character 4 Is mandatory C Add Field Name Description Type Is mandatory Action No data available in table Save and Continue If you need to work with more information you can add custom fields at the second step of the List creation process Konversation gent INTEMA After having specified the list properties you can add contacts to the newly created list e By importing your contacts from a CSV file Option A e By adding your contacts manually Option B Data gt Step 3 Add contacts in the list Option A Upload a CSV file Important Make sure your document is respecting these rules 1 csv format only accepted 2 First row will be used as field name 3 First column must be emails information Select a CSV file from your computer Choisir le fichier aucun fichier s l Upload Option B Insert manually Save and Continue Upload a CSV file By selecting the Option A you can import your own recipient list saved in the CSV format 1 Click on the Browse button to select the CSV file from your computer 2 Click on the Upload button to i
28. ontent click on its View amp Edit button e o delete a content click on its Delete button Content management Content folders De ete th e iy Personal content I content y l Content name Content Type Last Modified Actions article_test Article to incorporate within 2014 07 08 12 44 23 GD newsletter templates generic_test Generic 2014 06 29 22 57 36 cC ui View amp Edit Nouvel_article Article to incorporate within 2014 07 01 20 00 42 C E newsletter templates C the test Dynamic content 2014 06 29 15 35 19 c uu content 38 Technologies Marketing Konversation ts INTEMA Create a Message To create a message click on the Create message subsection of the Content menu Get Started Lists Mailouts More User s guide Logout Create content Manage content Create message 1 Fill in the name of your new message no spaces or hyphens 2 Select the Message language and a Template type promotion or newsletter Create message new message Template tvne Promotion Y Newsletter Select existing articles Create new article 3 Enter your message in the text editor 4 Select a save folder 5 o view your message click on the Preview button 6 Click on the Save button to go to the next step 39 Konversation te INTEMA Manage Messages To manage your messages click on the Manage messages subsection of the Content menu Get Started Lists Mailouts Mo
29. our messages at any step before the final send by clicking on Messages on this page which brings you back to step 3 go to page 30 for more details Konversation ts INTEMA Technologies Marketing Send a Test 1 Click on the send a test button 2 Click on the Send a test to the following list option to send a message to the list of your choice NATIONAL BANK FINANCIAL Get Started Lists Mailouts Content More v User guide Logout WEALTH MANAGEMENT Launch a newsletter mailout Mailout Info Contacts gt Message gt Send Name test_template_25082014 1 List Name df Subject Test footer en Message name test_template_28082014 fr Step 4 Sending properties PREVIEW Send test to the following recipients separate multiple addresses by a comma y O Send test to the following list SEND A TEST SEND FINAL 3 lf you are satisfied with your test click on the Send final button to go to the final step 2f Technologies Marketing Konversation ts INTEMA Sending Tests Manually To enter the recipients of your test directly without using a test list 1 Click on Send test to the following recipients 2 lypein all desired E mail adresses NATIONAL BANK FINANCIAL Get Started Lists Mailouts Content More User guide Logout WEALTH MANAGEMENT Launch a newsletter mailout Mailout Info Contacts gt Message gt Send Name test template 25082014 1 List Name d
30. re User s quide Logout Create content Manage content Create message Manage messages e To modify a message click on its View amp Edit button e To delete a message click on its Delete button Message management Message folders i De ete th e zy Personal messages message Message name Template type Last Modified Actions Approbation Newsletter 2014 07 08 13 12 22 Approuval Promotion 2014 07 04 15 43 05 c DTEST Newsletter 2014 07 07 20 06 05 C View amp Edit message Extra ordinaire Newsletter 2014 07 08 10 39 56 Le super placement Promotion 2014 06 25 15 43 46 GW promotional message Promotion 2014 07 04 10 18 20 c 40 Konversation gent Updating Newsletter Content Iechnologies Marketing To update Newsletters in which the content has been modified reattach the modified content in the Newsletter to refresh it with the modified content 1 Click on the Manage messages subsection of the Content Create content Manage content Get Started Lists Mailouts More User s guide Logout 2 Click on the View and Edit button of the newsletter to update NATIONAL BANK aW FINANCIAL Get Started Lists Mailouts Content More User s guide Logout WEALTH MANAGEMENT i Message folders zb View amp 9 Ed It zy Personal messages Message name Template type Last Modified Actions new visuel Newsletter 2014 09 09 16 25 09 c fr encoding promo Promotion 2014 0
31. s clicks opens etc The search function allows you to quickly find a contact and view his behavioural data Search Export to CSV Email Actions Date URL https soundcloud com technical support michaelkspencer yahoo ca Clicked 2014 09 29 13 46 56 297 ponty agent user management profile s rg15Y http stage intema ca Framework microsite michaelkspencer yahoo ca 2014 09 29 13 46 32 740 s nbcmailout users data 4 CAN SPAM canspam pdf https soundcloud com technical support michaelkspencer yahoo ca Clicked 2014 09 29 13 46 14 840 penc agent resizing a profile photo s X7Xdr https soundcloud com technical support michaelkspencer yahoo ca Clicked 2014 09 29 13 46 08 620 agent save excell list as csv to import list into the agent s eCGZt michaelkspencer yahoo ca Opened 2014 09 29 13 46 05 293 Each field is sortable by Email actions date or URL The date by default is sorted from newest to oldest click once and they will be sorted from oldest to newest Exporting a report The mailout reports can be exported and converted from csv to Excel file for easy viewing Te HSAs xD 9 oc 2 amp h o Layout Tables Charts SmartArt Formulas Review Edit Font Fil Calibri Body abc Wrap Text General x paste A Cleary Bi 4I UJ ii S amp 98 Merge RR r gt SB 2 fx D URL michaelkspencer yahoo ca Cl
32. s View amp Edit button 3 Click on the List members option then click on the contact s View and Edit button to access his profile 4 Scroll to the bottom of the page then click on Behavioural Data Behavioral data Technical Delivery Information Behavioral Information Opening Unique Clicks Sent Messages Unique Opened Messages 3 Raw Clicks Hard Bounced Messages Raw Opened Messages Average Number of Raw 33 3396 Soft Bounced Messages Average Number of Opens 60 00 Clicks per Unique Open per Message Received Spam Filtering Bounced First Click 2014 09 19 10 51 53 687 Messages First Open 2014 08 14 08 34 43 510 Last Click 2014 09 19 10 51 53 687 Delivered Messages sent and Last Open 2014 09 29 09 04 41 170 not bounced 35 Konversation ts INTEMA Technologies Marketing Content Creation To create a new content click on the Create content subsection under the Content menu of the navigation bar Get Started Lists Mailouts More User s guide Logout Create content Manage content 1 Fill in the Name of your content without spaces or hyphens 2 Select a Content type Konversation Agent enables you to create 3 types of content e Article to incorporate within newsletters e Dynamic content e Generic content Content name test_content Content Type Y Article to incorporate within newsletter templates Dynamic content Generic Edit v Insert v View
33. tarted Lists Mailouts Content More User s guide Logout VEALTH MANAGEMEN Users management Profile of Michael Kevin Spencer e Basic information Basic Information Email o Log i a and DaSSWO rd mspencer intema ca Michael Kevin e Public information e Language preferences e Profi le photo Public Information Preferences Profile Photo Save and Continue Click on Save amp Continue to apply the modifications to your profile 50 konversation vente INTEMA Profile picture To upload or modify the main photo on your Newsletter s sidebar 1 Click on the Profile subsection of the More menu Get Started Lists v Mailouts Content v User guide Logout Dashboard Create folder Manage folders 2 Scroll to the bottom of the page and click on Profile Photo Preferences Profile Photo Select a image from your computer Upload Choisir le fichier aucun fichier s l Only gif jpg or png format are accepted 2mb maximum Remove profile photo Save and Continue The Profile picture can be uploaded in the following formats jpg png amp gif with a 2mb maximum size It can be deleted by clicking on the red link titled Remove profile photo Note If you work in a team and need help uploading and resizing a group photo Technical Support can assist YOU 51 INTEMA Technologies Marketing Konversation g
34. tatus of your contact will change to with consent You will be able to send your promotions without the risk of having your recipients blocked due to not having informed consent 48 Konversation gent INTEMA Technologies Marketing Obtaining consent for newsletters In order to give their consent and subscribe to your newsletter your contacts must fill in the sign up form To access this form follow the steps below 1 Click on the Manage subsection of the Lists menu 2 Click on the list s View amp Edit button 3 Click on the Sign up link NATIONAL BANK FINANCIAL Get Started v Lists Mailouts Content More v User guide Logout WEALTH MANAGEMENT List management Lists Groups gt Personalized Greeting Test Multi Custom gt Personalized Greeting Test Multi Custom List Properties Creation Date 2014 10 06 09 47 59 List ID 468 Default Language en Last Activity 2014 10 06 09 47 59 dev Data Import List Type Test list Note After filing out the form the status of your contact will change to with consent 49 Konversation gent NTEMA Users Management To manage your user profile click on the Profile subsection of the More menu Get Started v Lists v Mailouts v Content User guide Logout Dashboard Create folder Manage folders Konversation Agent s user management allows you to manage the following information NATIONAL BANK FINANCIAL Get S
35. v Format v Table v Tools v A Formats v ie E d a B Z FontFamij FontSizes A A lil Ww Content preview 36 konversation vente INTEMA 3 Insert the english version or the french version of your text in the corresponding editor NATIONAL BANK FINANCIAL Get Started Lists Mailouts Content More Logout WEALTH MANAGEMENT English content Ed nsert View Format Table Tools v D Fomatsy gt Ee E x B J FontFamiy FontSizes A A Content preview Insert the english version of your content Words 0 NATIONAL BANK FINANCIAL Get Started Lists Mailouts Content More Logout WEALTH MANAGEMENT French content di St View Format Table Tools v e gt Fomats E SEB ty Ey FS 2 C nj B TJ FontFamily FontSizes vy A v A v Content preview Insert the french version of your content p Words 0 Save to folder Personal content 4 Click on the Content preview button for a rendering of your content as it will be seen by your recipients 5 Select a save folder 6 Click on Save to save your new content in the specified folder 37 konversation vente INTEMA Manage Content To manage your content click on the Manage content subsection of the Content menu Get Started Lists Mailouts More User s guide Logout Create content Manage content e o modify a c
36. xltx Excel 97 2004 Template xlt L b file f i earn more about Ne form Comma Separated Values csv Web Page htm nnar 4 Browse to the location where you want to save the new text file and then click Save Technologies Marketing Konversation gent INTEMA Matching file columns with list fields After importing your CSV file match the columns from your file to the mandatory fields and the custom fields of your list You can choose to skip some custom fields After mapping the fields click on Save and Continue to finalize the contact list creation Font po Emo mee kie kiala Paste A Clear B I U J uo rues LELEL C15 180 f 1 2 3 4 george peters yahoo com double optin C 5 sarah stevensonQyahoo ca double opin EN 6 sarah stevenson yahoo ca Loo oo Match your CSV Z 5 5 o ee file s columns with 8 J Konversation 9 agent s list fields ee ee ee ji Oo Option A Upload a CSV file Important Make sure your document is respecting these rules 1 csv format only accepted 2 First row will be used as field name Destination Source Sample A sample B Sample C Email Please select Please select Email Save and Continue Konversation ts INTEMA Technologies Marketing Insert Contacts Manually Konversation agent offers a fast and easy way to create test lists or small
37. y list Tick the box to Launch approbation approve the mailout launch J approve the launch of the mailout Confirm th number of recipients Please confirm the number of recipients CONFIRM AND LAUNCH After clicking on the button Confirm and Launch an E mail will be sent to your Compliance Officer for approval 29 Konversation gent INTEMA Technologies Marketing Editing Content on the Fly Konversation agent offers the option of quickly editing your message after previewing simply by clicking on the previous step 1 Click on the message breadcrumb to go back to step 3 NATIONAL BANK FINANCIAL Get Started Lists v Mailouts Content More v User guide Logout WEALTH MANAGEMENT Launch a newsletter mailout l Mailout Info Contacts gt Message gt Send Name test_template_25082014 1 List Name df Subject Test footer en Message name test template 28082014 fr Step 4 Sending properties PREVIEW Send test to the following recipients separate multiple addresses by a comma 2 Click on option A Create a new message 3 Reselect your articles and click on the View and Edit button of the articles to modify Your selection 1 Konversation_Agent_Tutorial_Links_ Section Save to folder Personal Folder 30 Konversation gent Mailout Resend Approval Request To access your mailout reports 1 Click on the Manage subsection under the Mailouts menu o
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