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Email Software User's Guide

1. 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 the 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 Ema
2. Table 23 Viewing Custom Fields Create a custom 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 button Select the box at the top of the column to select all fields Custom field This displays the name of the custom field Select a box belonging to a field before clicking the Delete selected C 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 Click Edit to modify a custom field See Creating and Editing Custom Fields for information on the screens that display 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 create 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 tex gt gt bo continue Learn about custom fields here Next 2 gt
3. 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 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 Modifyi
4. 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 scheme 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 c
5. Email Address Maps to Email Address Email Format Maps to Mone LEA Confirmed Maps to Confirmed LE Subscribe Date immidd Maps Subscribe Date mmiddyyyyy rT to First Mame Maps to Mone 4 Location Maps to Mone x LEA 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 so far 0 lines contain bad data so far 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 succes
6. Type a name For your campaign and optionally choose a format and template below to get started Click next when you are ready to continue Next gt gt Cancel Email Campaign Details Email Campaign Name M Email Campaign Format HTML and Text Recommended amp Email Template No Template i l ustom Email Templates No preview available Flower art iew Built In Email Templates Business Generic 1 Newsletter Generic 1 Promotion Generic 2 Newsletter Generic 2 Promotion Generic 3 Newsletter A Show Larger Preview NMexk Cancel 2 Enter a new Email Campaign Name 3 Select the type of campaign you want to create e Select HTML and Text 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 Ifyou 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
7. 4 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 4dd a Contact to My List choose an action 5 Go Results per page 10 bd Pages Page 1 of 501 Email Address Date Added Email Format t Activity Status Confirmed Action email 1000 domain corm 19 Woy 2007 HTML Active Confirmed View Log Event Edit Delete email 1001 domain cam 13 Noy 2007 HTML Active Confirmed View Log Event Edit Delete email 1002 domain com 19 Noy 2007 HTML Active Confirmed View Log Event Edit Delete email 1003 domain com 19 Noy 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 Woy 2007 HTML Active Confirmed View Log Event Edit Delete email 1007 domain com 19 Noy 2007 HTML Active Confirmed View Log Event Edit Delete email 1008 dormain com 19 Woy 2007 HTML Active Confirmed View Log Event Edit Delete mjm m m OO oO oO o omo h h h h h D DD email 1009 domain com 19 Noy 2007 HTML Active Confirmed View Log 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 C
8. AND Figure 38 Searching Contacts Filter By Link Yes filter by link Has clicked 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 If 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 A Yes Filter by opened email campaign Has opened k Any Email Campaign bd 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 fulfill 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 contac
9. Contact List Newsletter Subscribers From Product Demo s Start Sending November 19 2007 9 09 am Finished Sending November 19 2007 9 14 am Sending Time 5 minutes 4 seconds Sent To 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 BB venea C75 2 i Unopened 21 2 B councea 4 Z Unopened 21 Bounced 4 Opened 75 4 Close the preview window In the Print Statistics screen click Print A print dialog box opens Figure 147 Printing Statistics Print Dialog Printer Name Adobe PDF Properties Status Ready Type Adobe PDF Converter Where Desktop pdf Comment Print to file Print range Copies All Number of copies fi Pages from f to fi x 23 213 M Collate Selection 1 1 C Print Frames C As laid out on the screen C The selected frame Each frame separately E z ram parate Cancel 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 display
10. Ho me view or search For contacts across all of vour lists _ Getting Startec Search Contacts Switch to Quick Links gila Contact Activity for the Last 7 Days Search For contacts across all of your lists A What would y and segments It s easy to get starte a ag Add a Contact I wat l Type the details of a new contact into a ties tha Form and add them to your list 1 Import Contacts From a File Upload a File from your computer containing a list of contacts or leads a Export Contacts to a File Export contacts From one more lists to a I War File which you can download Send al Remove Contacts Unsubscribe or permanently remove I war contacts From your list See wh i ob Email Suppression List Suppressed emails remain in your lists but won t receive emails iy 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 creates contact records for each entry e Acontact 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
11. Max Hourly Rate Monthly Leeway Allowance Maximum Resend Attempts Maximum Image Width Maximum Image Height Global HTML Footer Global Text Footer You can have the email software display a warning message if a user tries to send an email or autoresponder over a certain size Enter the size in kilobytes above which this warning should display Note Enter zero 0 to not sand email size warnings Enter the maximum size in kilobytes for an email campaign or autoresponder The email software won t send an email campaign larger than this Note Enter zero 0 to allow email campaigns and autoresponders of any size Enter the maximum number of emails a user may send per campaign per hour Note If users have multiple campaigns they may send up to this number of emails per campaign per hour Note Enter zero 0 to allow any number of emails per campaign per hour If you want to allow users to go over their monthly email limit enter the number of grace emails here Note Enter zero 0 to allow no grace emails Enter the number of times the email software allows users to re send email campaigns Use this in conjunction with the Maximum image height field to limit the size of images users may upload to the email software server Enter the maximum image width x axis in pixels Use this in conjunction with the Maximum image width field to limit the size of images u
12. NMesxk Cancel Custom Field Details Default Value Field Length Maximum Length Minimum Length Mexk 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 and Editing Custom Fields Figure 125 Configuring a Multiline Text Field Create a Custom Field Fill out the Form below and then click text bo continue Mext Cancel Custom Field Details Default Value Number of Rows Number of Columns Nexk Cancel Table 25 Configuring a Multiline Text Field Default value Enter the value that displays by default in
13. Use the Run every lists to select the frequency with which you want to run the following cron jobs e Autoresponders this controls sending responses to contacts who join your contact lists e Bounce processing this controls emails that could not be delivered to their recipients Scheduled sending this controls sending pre scheduled email campaigns Triggers sending this controls sending email campaigns initiated by a trigger event Triggers processing this controls performing all actions including administrative actions specified in triggers Split test campaigns this controls performing split testing of two or more email campaigns If you want to stop a cron job select Disable in its Run every list The Last run fields display the time at which the job was last performed The Next run field displays the time at which the job is next scheduled to run Click Save to save your changes in this screen Alternatively click Cancel to return to the Home screen without saving your changes Configuring Cron Support on Your Server Take the following steps to configure cron support on your server 1 2 3 Click Settings in the email software s toolbar Then click the Cron jobs tab see Figure 233 Copy the command in the Cron command to run field This is the path to the batch script that runs the email software s cron jobs Note the most frequent entry in the Run every column You will need to configure the cron
14. 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 Seqments 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 e First and last name e Email address e Company name e 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 above to send out highly personalized emails such as Dear Mr Smith Thank you so much for purchasi
15. 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 E 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 Border Width Height Horiz space Vert space Align 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 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 Specify the width 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 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 Select where the image should display in relation to the paragraph of text in which it is placed Bear in mind that not all H
16. Blue values or enter its hex value and click OK Insert horizontal line Click this to add a horizontal line at the insertion point If the insertion point is in a paragraph the paragraph is split into two Insert character Click this to insert a non standard character Select the character that you want to insert in the window that displays 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 information 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 in the HTML editor see Using the HTML Editor Figure 159 The Link Screen Link Upload File Browse eal Upload more files a abl Lot Lid zi Link Location iadmintempuseriz Pre detined Links Target Window Anchor Insert Link Remove Link Cancel e If you want to link to an existing web page on the I
17. 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 Autoresponders Custom Fields Statistics 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 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 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 lets you view statistics about your email campaigns split tests triggers autoresponders contact lists and user accounts IT
18. Create an Email Campaign Use the Form below to create your email campaign You can also check your email For spam keywords and see how it looks in different email clients Save amp Keep Editing Save nd Exit Cancel Email Campaign Details Email Subject ha O Follow this HTML Content Create content using the WYSIWYG editor below Upload a file From my computer Import a file from a web site ig Theme 7 a A 7 BUZ Zz ESEE 884 Default Sizet gt J mae E Custom Fields You are subscribed as emailaddress i Type your company slogan here Content Block Heading Q l E Sidebar Block Heading This is a block of a s text for your email aR Westie ams EE campaign Enter SEAE in your content SME ter here To create notices news items and another block other short notices To fee create another Small Block click on the Green Se i icon atthe top Saa a Alae right hand corner corner This is a block of text for your email campaign Enter in waur cantant hara Tn create annthor tayt black click of eS ee gt HTML Tag lt BODY gt Edit Source I Preview Complete mode Insert a Custom Field Insert Unsubscribe Link 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 webversion If
19. Delete Selected Results per page 10 z Pages Fage 1of2 Back 4 2 Next O Email Campaign Name Email Subject Campaign Type Contact List Date Scheduled Activity Status Action E m Split Test Example version 1 Example Split Test Campaign C Trade Show Follow Up Did you like our trade i Leads from Trade Show November 20 2007 6 33 Email Campaign Example Contact List April 8 2009 9 18 am Complete View Delete Page lof Back 1 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 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 w
20. Editing Email Campaigns You must also include a link to the archive using the mailinglistarchive 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 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
21. Enter the required information and click on the OK button to insert a text field into your webpage Mame Initial alue Character Mazimum O width Characters Type Style 2 Enter the field s Name This is displayed next to the user entered value when the form content is sent 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 and enter the maximum number of text characters the user may enter in the Maximum characters field 5 Ifyou want the text 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 s Enter the required information and click on the OK button to insert a text area into your webpage Initial Walne Character o Lines Mame wwicth Style 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 fiel
22. System Information screen to see information about the email software server s setup The fields in this screen are read only and display the results of the email software s server setting detection process If you want to modify the server settings that display in this screen contact your host or service provider Figure 243 System Information System Information An overview of the configuration of your server can be seen below Server Information View Full System Info Product Version aie Character Set Universal Alphabet LITF 3 Server Timezone XEMMMME ENE EN EK Current Server Time Wed 15 4or 2009 02 46 18 0600 PHP Version SS EEN NO eee Safe Mode Enabled MCMC EM ae ee ee Imap Support Found Yes Curl Support Found Yes 6D Version TPCENE EAE SAE RI ae aber an ANE IE ts Mod Security Enabled Ber ee ea eae oe ct adh ane eae ae ae oe aa Server Software MMMMMM MEX ENE EM EN ANNE Database version SOIC SONA EO Table 64 System Information View full system info Click this link to open a new window displaying detailed server information This displays the application version number of the email software Character set This displays the character set used for sending emails Server timezone This displays the time zone in which the email software s server is located If you are sure this is correct contact your hosting service provider Note If you want to change this for an individual user use the User ac
23. Text flows around the image The quick brown fox jumps over the lazy dog The quick brown fox jumps over the lazy dog The quick brown B fox jumps over the lazy dog The quick brown fox jumps over the lazy 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 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 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 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
24. User Accounts Settings Tools Logout Help You are logged in as Demo User System Time 10 16 am 12 Apr 2009 SMT 5 00 Email Software Settings Overview Use the Settings screen to control e Top level application settings see Managing Application Settings e Global email settings see Managing Email Settings e Cron jobs see Managing Cron Jobs e Login security settings see Managing Security Settings e Addon settings see Managing Addon Settings Managing Application Settings Use Application settings screen to view and manage top level application setting such as e The email software s URL e Your contact email address for forgotten password requests from users e IP address tracking The email software s system message use this to inform users about scheduled maintenance and so on Information about the email software s database such as login details location type and version e License key information You can also test the email sending system Take the following steps to configure application settings 1 Click Settings in the toolbar The Application settings tab displays by default Configure your settings Figure 229 Settings Application Settings Miscellaneous Settings Application URL Contact Email Address IP Address Tracking C Yes ip address tracking is enabled System Message Database Details Database Type MySQL Database User Database User o k
25. 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 email 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
26. 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 Autoresponders are emails that you can set up to be sent automatically to contacts at different intervals after they subscribe Learn more about autoresponders Mexk gt gt Cancel Select a Contact List s Contact List Leads for Sales Team 3 active contacts 3 Autoresponders Leads From Trade Show fOck 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 Moy 2007 0 active contacts Nexk gt gt Cancel 2 This screen displays a list of 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 acho a Results per page 10 ka Pages Page lofi Back 1 M
27. 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 wank to send it to From the options shown below Next gt gt Cancel Who Do fou Want To Send To IWant To Send the selected split test to all contacts in the selected listis below Send the selected split test to all contacts in the selected segments below Select a Contact List s Contact Lists C Example Contact List 10 active contacts Nesck gt Cancel 3 Select the contacts to whom you want to send the test in th
28. 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 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 y
29. 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 table you want to modify 2 Click the Table functions button 4 and select Modify table properties The Modify table properties screen displays Figure 163 Modifying Table Properties Enter the required information and click on the OK button to modity the properties of your table Background Color ertrroo amp Cell Padding Border Cell Spacing Height style 3 Make the changes to the table s properties The fields that display are the same as those in the Insert table screen 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
30. them in the fields SMTP username and SMTP password fields If your SMTP server uses a non standard port number enter it in the SMTP port field the standard SMTP port number is 25 To ensure that the SMTP settings are functioning correctly enter an email address in the Test SMTP settings field and click Test SMTP settings to send an email to the specified address If you want users of this account to use smtp com s server to send email click Sign up for an SMTP com account The following screen displays Figure 226 User Account Sign up For smtp com Service SMTP com provides away to send emails without relying on your web hosting provider They take care of email sending and handle large amounts of emails reliably so if you re on a shared server or need to send a large amount of emails SMTP com can provide you with a custom SMTP server They take care of dealing with blacklisting and all other server administration tasks so you can focus on creating and sending your email campaigns and autoresponders without worrying about deliverability issues To get starbed waite pill e steps below Sign up for an SMTP com account here W erspire customers receive a 10 discount on normal prices Taieb sited sic ie COs et details select the Let me specify my own SMTP server details option above Enter the details of your new SMTP com account and click save All email campaigns and autoresponders will now be sent using your new SMTP com m
31. 2 DT hi oe om Soo A Opens Clicks Bounces Unsubscribes Split Test Example Version 3 split Test Example Version 4 T Mo winner For this split test is able to be determined yet Statistics Snapshot Split Test Name Example Split Task 2 Split Test Type Sent To Example Contact List Emails Sent Split Test Example Version 4 Split Test Example version 3 Started Sending 10 Spr 2009 12 56 am 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 The number of opened emails of each type The number of clicks in each email the click through rate The number of bounced emails of each type 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 l
32. 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 the 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 oth
33. Cancel Custom Field Details Custom Field Type Text Field Multiline Text Field Numbers Only Pick List checkboxes Radio Buttons Date Field Custom Field Name A Is This Field Required Yes contacts must fill in this Field to be added to my list 7 Nexk 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 name for the field in the Custom field name field 4 Ifyou 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
34. Database Password Pea ket Database Hostname Database Host SS fe Database Mame DatabaseName tS Database Table Prefix abepre oo hy Database Version hMySOL License Key Details License Key EKEK e Test Sending Test Sending System Send aa Save Cancel Table 61 Settings Application Settings Miscellaneous Settings Application URL Enter the email software s full URL Uniform Resource Locator for example http www somedomain com somefolder Contact Email Enter the email address to which users forgotten password requests Address should be sent IP Address Select this to log the IP address used when a contact subscribes to or Tracking unsubscribes from a list Deselect this if you do not want to log IP addresses System Message__ If you want a message to display to your users when they log in to the email software enter the message here The message displays beneath the usage graph in the Home screen Database Details Database Type This displays the type of database the email software is using See the Database version field for the database application s version details Database User Enter the username you use to log into the database Database If your database requires a password for login enter it here Password Database Enter the hostname or IP address of the database the email software Hostname USeS Database Name Enter the name of the database the email sof
35. 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 listts 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 T Newsletter Subscribers From Product Demo s Newsletter Subscribers From Website T Webcast Attendees Noy 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 displays 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 Vex 2 bo continue
36. 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 If 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 W Yes filter by opened email campaign Lz L Has opened bd las 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 If the contact list contains 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 Mame Send From This Email Address Send Reply Emails to Send Bounced Emails bo Email Format My First Name C
37. SMTP Simple Mail Transfer Protocol settings or use the smtp com server e Whether users have access to the XML API eXtensible Markup Protocol Application Programming Interface e Which contact lists segments and templates the user may access e The user s Google Calendar login details Users who may make changes to their SMTP settings can do so using the User accounts gt Email Settings screen Managing User Accounts Use the following sections to create manage and delete your user accounts e Creating and Editing User Accounts e Deleting User Accounts e Configuring User Settings e Configuring User Restrictions e Configuring User Permissions e Configuring Email Settings e Configuring Google Calendar Settings Creating and Editing User Accounts Take the following steps to create a user account 1 Click User accounts in the toolbar Figure 218 User Accounts User Accounts Each user account has their own contact lists contacts and email campaigns which are separate From the other users Click Greate a Geer Account to create a new account amp Current assigned user accounts 0 f admin accounts 1 Create a User Account Delete Selected Results per page fio zl Pages Page 1 of 1 Back 1 Next L Username t Full Name Activity Status User Type Action C A dema Demo User Active System Administrator Edit Delete 2 To create a new account click Create a user account To edit an ex
38. This chapter discusses how to use the Statistics menu in the navigation bar Figure 131 The Statistics Menu P Contact Lists Contacts Email Campaigns Recent Activity Split Test Example Split Test Example y Ra Example Contact Lis Copy oF Sy Home Getting Started Guide What would you like to do It s easy to get started just Follow the simple steps below I want to create an email campaign Use the point and click wizard to create an email in minutes I want to add or import contacts to my list ing imad Enter contacts one by one or import them From your computer Send an email you ve created to contacts on your lists F gt I want to send an email blast to my list I want to see reports on my sent email See who opened your email which links they clicked and when Statistics Overview Gal Autoresponders Switch to Quick Links gt Custom Fields mih Statistics H Email Campaign Statistics View reports For each email campaign voue sent _ Split Test Statistics See how your split tests performed including open and click rates Autoresponder Statistics See statistics For autoresponder emails voue setup Trigger Statistics View statistics For triggers that you have setup 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 Use the s
39. Triggered Send Email Campaign W Send an email campaign Monthly Newsletter S A Preview 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 W Add the contact to an additional contact list Leads for Sales Team by 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 list 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 Is trigger active 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 Save Click this to save your changes in this screen and return to the View triggers screen Cancel Click this to return to the View triggers screen without saving you
40. Upload a file from my computer Import a file from a web site oa MAY BUZ ZZE z Size1 gt i mage E amp Li Default Custom Fields 4 Yo YoeMaladdress YoYo fou are subscribed as In this Newsletter amp Graece detraxit elaboraret Et Inram tommonr hic mai dirat tihiniia nrhanitac ad HTML Tag lt BODY Edit Insert a Custom Field Insert Unsubscribe Link fe Type text into the text box below Source Preview Complete mode 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 webversions If possible keep your text to the left of the gray line above Why Insert a Custom Field Insert Unsubscribe Link Get Text Content From Editor Check your email campaign for spam keywords view your email in different email programs Preview Your Email Campaign H Save amp Keep Editing Save nd Exit Cancel 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 If you want to use an HTML file o
41. User accounts screens see Configuring User Accounts or check with your organization s email software administrator Problem General Problems If the email software is not working correctly in a manner not explained elsewhere in this chapter many problems can be solved by doing one or both of the following e Check the email software s permissions the email software s components require certain permissions in order for it to function correctly To check that all components have the required permissions click Tools in the toolbar then click Check permissions See Checking Permissions for more information e Update to a newer version of the email software installing a newer version of the email software can fix some issues To check to see if updates are available click Tools in the toolbar then click Check for update See Checking For Updates for more information Problem Forgot My Password 1 Goto the login screen see Logging In to the Email Software 2 Click the Forgot your password link 3 Inthe screen that displays enter your Username 4 Click Send email An email is sent to the email address associated with your username in the email software Follow the instructions in the email Problem Can t Send Emails e You may have exceeded the mail quota imposed by your host This limits the number of emails you may send in a specific period Check with your host if you are unsure e Your host may require that the
42. User timezone Select the time zone in which the user is located required Time related reports and statistics viewed by the viewer are converted to this time zone automatically HTML footer This is the footer that displays at the bottom of HTML emails sent by this user If you do not want to add a footer to HTML emails leave this field blank Text footer Events Active Edit own settings Show info tips Use the WYSIWYG editor Recent activity log This is the footer that displays at the bottom of text emails sent by this user If you do not want to add a footer to text emails leave this field blank Enter the types of event that display by default when this user manually creates a contact event log entry Note This feature does not limit the event types that the user can enter for a contact event log entry the user can also enter additional event types Select this if the user may log in and use the account Deselect this if the user may not log into the account but should still exist in the system Select this if the user may edit the account settings The user may edit all settings except those in the User permissions tab Deselect this if the user may not edit account settings Select this if you want the user to see the email marketing tips that display at the top of many GUI screens such as the following example Figure 221 Email Marketing Tip gp Autoresponders The marketers magic trick Sending a
43. View or edit your existing email campaigns Recent Activity A deme s Mas O J Buy Now and Save 1 Copy of Buy Wow ane Home EA Create an Email Campaign a Creat il ign which im Getting Started Guide EER Ean a Quick Links ilh 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 create an er Use the point and click wizard t s View Split Tests Send different versions of your email to see which performs better 2 I want to add or impo ws Enter contacts one by one or it m Sew aihedul d Frail nuege See which email campaigns are scheduled i to send and when m N I 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
44. a particular emal program cick the conmesponding ink above Ao The amal shuid display oprecthy GMail amal removes anything before the bady tags amal doesnt show the C55 style font faniy ou can use the HTML tag Tonk Face metesd of of in conjunetion with your font family C55 bag Hotmail The emal shouid diamay cormecthy Outlook 2003 The emal showid display correctly Validation Window Dutiook 2007 Qutlook 2007 doesn t show the C55 style height Company Tepr pmm i epep Steger Bo 208 Sh ed m E Content Block Heading i The g a b i p et for ppur et Gey Unie r you content here 1S ome H oer DHA Ceo oe Be Green on af be he bap ng hki Soret Tes E imatt A pampe Emi a ro mE j test pipci ghi t r F E Pj a a 4 are 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 preview 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 ic
45. 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 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 Add the 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 4y j 3d b Enter the security code shown Unsubscribe Take the foll
46. 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 Detailed 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 View statistics For contact list Wewsletter Subscribers From Product Demo s TE Date Range Al Time a Geo ilh Contact Summary Contact Summary Total Confirmed Contacts 3 932 Total Unconfirmed Contacts 0 Total Unsubscribes 949 Total Bounces 365 Total Forwards 0 aoaaa doodo O00n0nO Oooo KD Oooo Oooo dOoOoOoOOooOoooooOooOoooO oo000 Oct Sep AUG Jul Jun May Apr Mar Feb ci Uncontirmed Contacts Confirmed Contacts ia Unsubscribes E Bounces inal Forwards Date Time Unconfirmed Contacts Confirmed Contacts Mck 2008 0 2 Unsubscribes Bounces Forwards 0 0 0 Dec 2007 296 0 Mow 2007 0 0 0 653 365 T Total o 949 365 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 confir
47. a plain text editor Use these editors to create and modify templates emails autoresponders and other HTML and plain text features 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 Email for 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 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 If you want to use a file from a pa
48. 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 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 contact 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
49. also arrange contacts using segments lists of contacts in one or more contact lists that share certain criteria See Creating Editing and Viewing Seqments 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 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
50. and data are deleted and cannot be retrieved A cross displays if the addon module is not installed in the email software Click the cross to install the addon module Enabled A tick displays if the addon module is currently active Click the tick to disable the addon module Note When you disable an addon module its related settings and data are not deleted e Across displays if the addon module is not currently active Click the cross to enable the addon module Action Some addon modules have configuration options that you can configure Click an addon module s Configure link to see its available options Using Tools This chapter discusses how to use the Tools menu in the toolbar Figure 242 The Tools Menu Home Templates Forms User Accounts Settings Tools Logout Help You are logged in as Pemo User System Time 12 37 System Information Check for Update View Error Logs Check Permissions Email Software Tools Overview Use the Tools screen to e See information about the email software server see Viewing System Information e Check for updates to the email software see Checking For Updates e View the email software s PHP error logs see Viewing Error Logs Check that the email software s components have the correct permissions necessary for the application to function correctly see Checking Permissions Viewing System Information Use the Tools gt
51. 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 Save Cancel Error Page Options For the Error Page fe Let me customize what the page looks like AS CMAP Bus ist L Default Size A 7 ah 7 k Image Custom Fields ie An error has occurred An errors has occurred while trying to subscribe you to our contact list So eGLOBAL Errors oo Go Back E HTML Tag lt BODY Edit Source Preview Insert a Custom Field Insert Unsubscribe Link f Take the subscriber to an existing web site address Complete mode Save Cancel Table 57 Designing an Error Page Let me customize Select this option to design the error page in the WYSIWYG editor that what the page 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 Save Click this to save the changes to your form and
52. 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 Add anew 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
53. change the selected contact or contacts to unconfirmed status You can also view edit and delete contacts Figure 29 Viewing Contacts Oo on ns O O O O O O O View All Contacts Email Address ermail 1000tdomain com email 1001 domain com email 1002tdomain com email 1003t domain com email 1004 domain cam email 1005tdomain cam email 1006tdomain cam email 1007t domain cam email 1008t domain cam email 100S domain cam Date Added i T 19 Nov 2007 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 Table 10 Viewing Contacts You have 5 013 contacts across all of your lists They are shown below Add a Contact to My List Choose an action Go Email Format Activity Status C i HTML HTML HTML HTML HTML HTML HTML HTML HTML HTML i Active Archive Active Active Active Active Active Active Active Active Results per page 10 Confirmed Confirmed Confirmed Confirmed Confirmed Confirmed Confirmed Confirmed Confirmed Confirmed Advanced Search 4 contact is a person that has been added or has subscribed to your contact list Your existing contacts are shown below onfirmed Contact List Newsletter Subscribers From Product Demo s Newsletter Subscriber
54. column to the right of the selected cell Click the right arrow to add a column to the right of the selected cell e Click the up arrow m to add a row above the selected cell Click the down arrow w to add a row below the selected cell Click the delete column 4 p icon to delete the entire column in which the cell is located 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 A ji J lt tr gt lt td style padding 15pxj gt lt p style margin 0px padding Opx font family Helvetica color PORO 0 0 font size 34px letter spacing 1px font weight normal line height 34px name t description darkestColar gt Company Wame lt p gt lt p style margin Opx padana reat font family Arial color rgb is3 153 153 font size l4px line height 16px font weight bold letter spacing Apx name tid d scription mediumColor Type your Company slogan here p2 lt td gt lt tr gt lt tr gt lt td style padding Opx Opx 2Opx 15px gt lt l StartBlockWoDelete gt zhi style border bottom 1px dashed rah 127 156 186 margin Opx padding 0px Opx Spx font famil Arial color rgb id2 102 10 font size L px font weight normal letter spacing lpx display b a
55. 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 Chrl C on your keyboard Website Form HTML Code l Do not modify the NAME value of any of the INPUT fields hackground color 464440 border 3px solid 000000 padding lOpx 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 file
56. 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 fora 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 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 kies 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 1 of 1 Back 1 Mest Username Full Name i Activity S
57. edit the email campaign to not include the term Click the 34 icon to close the Check your email for spam window 10 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 11 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 12 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 to this Email field 13 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
58. email software Configure the default server in the Settings gt Email settings screen e If you have other SMTP server details that you want to use select Let me specify my own SMTP server details The following screen displays Figure 231 Email Settings SMTP Server Details tei Let me specify my own SMTP server details SMTP Hostname SMTP Username SMTP Password SMTP Port Test SMTP Settings Test SMTP Settings Specify the SMTP hostname required If your SMTP server requires a username and password for authentication enter them in the SMTP username and SMTP password fields If your SMTP server uses a non standard port number enter it in the SMTP port field the standard SMTP port number is 25 To ensure that the SMTP settings are functioning correctly enter an email address in the Test SMTP settings field and click Test SMTP settings to send an email to the specified address If you want to use smtp com s server to send email click Sign up for an SMTP com account The following screen displays Figure 232 Email Settings Sign up For smtp com Service SMTP com provides away to send emails without relying on your web hosting provider They take care of email sending and handle large amounts of emails reliably so if you re on a shared server or need to send a large amount of emails SMTP com can provide you with a custom SMTP server They take care of dealing with blacklisting and all other server administr
59. job to run on your server at least as often as this Log in to your server and configure the crontab file to run the command you copied from the email software s Cron command to run field e For information on configuring your server s crontab via command line commands see Configuring Cron Via Commands e For information on configuring your server s crontab via a graphical interface such as cPanel see Configuring Cron Via a Graphical Interface Configuring Cron Via Commands To set up cron via command line interface telnet to your server or use its control panel command line interface Enter the edit crontab command crontab e Next configure the cron job Enter the command you copied from the email software s Cron command to run field preceded by five asterisks rerea TAL CO php f path to emailmarketer admin cron cron php Note This command is only an example yours may be different The asterisks allow you to specify the frequency with which the cron php script is called as shown Figure 234 Cron Timing Configuration MINUTE OF HOUR 0 59 HOUR OF DAY 0 23 DAY OF MONTH 1 31 MONTH OF YEAR 1 12 DAY OF WEEK 0 7 0 OR 7 IS SUNDAY Note For the Day of week you can also enter the full day for example tuesday This is not case sensitive e An asterisk indicates a wildcard Thus if you enter the script is run every minute of every hour of every day of every month e
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61. 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 sTR TDs 2TABLE gt lt TBODYs lt TR TO TABLE gt TBODYs lt TR gt TD gt TABLE gt TBODY TRs TO P t lt TD gt P Source Preview Complete mode Edit Source Preview Simple mode e Click Simple mode to go to simple mode The following design tools are available Figure 186 Simple Design Tools a B 7 BU Ff 32 Bi Default Szei gt A W J A Custom Fields e Click Complete mode to go to complete mode The following design tools are available Figure 187 Complete Design Tools a A 4 F BU EEZ ai Default Size A l Image A 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 The TO gt TSBlLE gt lt TBODY gt sTR lt TD gt TABLE s TBODY gt sTR gt lt TD gt TABLE gt lt TBODY gt TRe lt TD gt lt P gt Edit Source Preview E The tags that display are those that affect the element you select For example if you se
62. 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 rest of this chapter describes the components in this figure Figure 1 Email Software Overview i gt BOUNCED EMAIL F SOFTWARE CONTACT S is A ii A EMAIL SERVER i l gare yor en k i 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
63. may view Administrator If you want to assign other permissions to users of this account select the permissions appropriate option or options e Select System administrator to allow users of this account to access the settings page and all lists and users Select User administrator to allow users of this account no additional access Select List administrator to allow users of this account to access and edit all contact lists for all users Select Template administrator to allow users of this account to access and edit all templates for all users Other permissions Select User SMTP settings to allow users of this account to edit their own SMTP Simple Mail Transfer Protocol settings Select Show SMTP com option to allow users of this account to have the option to send their emails using smtp com s service Enable the XML API Select this to allow users of this account to use the email software s XML API eXtensible Markup Protocol Application Programming Interface Addon permissions This section contains access permissions that relate to the addon modules currently installed and enabled in the email software see Managing Addon Settings Select the actions that a user of this account may perform Contact lists This section controls the contact lists that users of this account may use Select All contact lists to allow users of this account to use every contact list stored in the email software Select User s own lists plu
64. move backward one page in the list Click this to go to the numbered page in the list Click this to move forward one 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 Forms User Accounts Settings Tools Logout Help You are logged in as Demo User System Time 4 02 am 14 Apr 2009 SMT 5 00 Use the toolbar to perform tasks related to the email software s system and management Table 2 The Toolbar 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 software 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 User Accounts Click this to go to the User Accounts screen where you can create delete and manage the email software s user accounts Note When you create new users you can specify the feat
65. 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 Note This option cannot be deselected as it is necessary for split testing campaigns to work Select this to have the email software track the proportion of links in this split test that are clicked by the recipient Note This option cannot be deselected as it is necessary for split testing campaigns to work 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 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 best campaign now simply click the Send My Soit Test Campaign stow button below You are sending the Following email campaigns Split Test Example version 1 Split Test Example Version 2 You are sending to the Following listist o Example Contact List Your job has been scheduled to run at April 8 2009 6 25 am The split test campaign will be sent to 10 contacts Schedule My Split Test Camp
66. my default mail settings to use the default settings configured on the email software s server Select Let me specify my own SMTP server details if you have another SMTP server you want to use Select Sign up for an smtp com account if you want to use smtp com s services for sending mail See Managing Global SMTP Settings for more details Default Bounce Details Default Bounce Select this to specify the global default method for handling bounced Details emails Note Bounced emails are emails that could not be delivered to the intended recipient The following fields appear when you select this option Default Bounce Address enter the email address to which bounced emails should be sent by default Default Bounce Server enter the name of the server you want to use for handling bounced emails by default Note If your server uses a non standard port enter the port number after the hostname in the format hostname port Default Bounce Username enter the username for the Default bounce server Default Bounce Password enter the password associated with the Default bounce username IMAP Email Account select this if the account on the Default bounce server is an IMAP Internet Message Access Protocol account Deselect this if the account on the Default bounce server is a POP3 Post Office Protocol version 3 account Use Extra Mail Settings select this if you need to configure the Default bounce server
67. 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 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 Cut Copy Paste Paste as Plain Te
68. possible keep your text to the left of the gray line above Why Insert a Custom Field Insert Unsubscribe Link Get Text Content from Editor Email alidation Check Your Email For Spam Check your email campaign for spam ords Email Client Compatibility view your email in different email programs Miscellaneous Options Activate Email Campaign M Yes this email campaign is active Archive Email Campaign M Yes archive this email campaign Q Preview Your Email Campaign Send Preview from this Email S _ s Send Preview to this Email SSS Preview Your Email Campaign Save amp Keep Editing Save And Exit Cancel 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 screen updates to show the new file 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 examp
69. 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 gennanen delete a contact From your list start by choosing which list vou want bo remove them from Removing a contact From your list cannot be undone Mexk 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 zie Mexk 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 Nexk gt gt Cancel Remove Contacts Contacts to Remove Twat to type the email addresses of contacts into a text box iwant to Upload a File that contains the email addresses of contacts For the Contacts Above 3 Define the contacts that you want to remove from the list e To enter the contact s email addresses manually select want to type the email addresses of contacts into a text b
70. s account plus the other lists that display below if other contact lists are already configured Note The other permissions in this screen also affect this section For example users of an account which has Edit templates turned off in the Template Permissions section will not be able to edit templates for other accounts even if they are permitted to in this section Configuring Email Settings Use the Email settings screen to configure each user account s SMTP Simple Mail Transfer Protocol settings Take the following steps 1 Click User accounts in the toolbar then click the Email settings tab Figure 224 Create User Email Settings Mail Server Details SMTP Server Use my default SMTP server amp Let me specify my own SMTP server details e Cc Sign Up For an SMTP com account 2 Set up this user account s email server settings e Select Use my default SMTP server to have this account use the email software server s default settings e If you want to configure an SMTP server for this account alone select Let me specify my own SMTP server details The following screen displays Figure 225 User Account SMTP Server Details tei Let me specify my own SMTP server details SMTP Hostname SMTP Username SMTP Password SMTP Port Test SMTP Settings Test SMTP Settings Specify the SMTP hostname required If your SMTP server requires a username and password for authentication enter
71. 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 autoresponder Advanced options Send your email as multipart Track open rates for html emails Track links clicked in this email Embed images as attachments Autoresponder content want to Select As soon as the contact joins my list to send the autoresponder to 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 Select this to send both HTML and text elements of a multipart autoresponder 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 autoresponders opened by their recipients Select this to have the email software track the proportion of links in this autoresponder that are clicked by the recipient You can view the results of clicked links in the Statistics gt Autoresponder statistics Select this to embed the images
72. 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 list 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 i
73. 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 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 Figure 82 Send an Email Campaign Report Send an Email Campaign To send your email campaign using the scheduled sending system simply click the Scfeciwe iiy 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 70 Your email campaign will be sent to Leads for Sales Team It will be sent to a total
74. the event trigger Active A tick 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 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
75. 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 Number of columns Enter the number of columns 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 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 ext gt gt bo continue Mexk gt gt Cancel Custom Field Details Default Value Field Length Maximum Length Minimum Length Mesxk Cancel Table 26 Configuring a Numbers 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 th
76. 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 Test Campaign hkkp iie google cor ka 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 G Based on a email campaign being opened l 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 Trigger Sending Options Send From This Mame Send From This Email Address Send Reply Emails to Send Bounced Emails to My First Name Custom Field is My Last Mame Custom Field is Send Your Email as Multipart Track Open Rates for HTML Emails Track Links Clicked in this Email Embed Images as Atbachments Sending Options Demo User Please select your First Name custom Field amp Please select your Last Mame custom Field a W Yes send the email as multipart Ai W Yes track opening of HTML emails e M Yes track all links in this email
77. 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 og Check spelling Click this to check the spelling of the text in your document e If you 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 pene IMutat modu ius etiam dis Diam deseru Pepillo cum no cony vix nulla voc ne Polo Graece detra Poul B05 eos ex eople an pratio ii rs polo mea Eu poplar in huat his pupil Paulo Ignore Ignore All YP Add to Dictionary e Click a suggestion to replace the 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 Ea Italic Click this to italicise the selected text or if the text is already ita
78. 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 bo create the thank you emails and HTML page to let your contact know that you are aware of their actions Mext Cancel Thank You Page Options For the Thank You Page fe Let me customize what the page looks like fie Boas fot SS LO o Default Size1 A ale Image A gt Custom Fields Your subscription is now complete Thank you For subscribing to our contact list Your subscription is now complete gt i HTML Tag lt BODY Edit Source Preview Insert a Custom Field Insert Unsubscribe Link f Take the subscriber to an existing web site address Complete mode Thanks Email Options Send From This Marne Send From This Email Address email address com Send Reply Emails to ferail address com Ed Send Bounced Emails to fernail address com ka Email Subject Thank you For signing up to our contact list Thank You Email HTML al B j ZIB U fF li E E Default Size
79. 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 listis you wank to send to Mexk gt gt Cancel Who Do fou Want to Send to I Want to Send an email to all contacts in the selected listis below 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 Ock 2007 7 active contacts Newsletter Subscribers From Product Demo s 3 930 active contacts T Newsletter Subscribers From Website 0 active contacts Webcast Attendees Nov 2007 0 active contacts Nexk gt Cancel 2 Select the contacts to whom you want to send the campaign in the I want to section e To 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 on
80. 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 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 Design the HTML version of the thank you email in this section See email HTML Using the HTML Editor for information Confirmation Design the plain text version of the thank you email in this section See email text Using the Text Editor for information Next Click this to proceed to the next screen The next screen depends on the a rr you selected in the Configuring basic form settings screen cancel Click this to return to the View website forms sc
81. you send in HTML emails rather than linking to them This allows recipients to view the autoresponder offline but can increase the email size significantly Select Create the content of my autoresponder from scratch if you do not want to base this autoresponder on an existing template 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 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 Select the template upon which you want to base this autoresponder 7 Click Next The autoresponder editor displays Figure 107 The Autoresponder Editor Create Autoresponder Autoresponder Details Email Subject HTML Content Text Content Email alidation Check Your Email for Spam Email Client Compatibility Preview Your Email Campaign From To Enter the content of your autoresponder in the form below Click the Save amp Exit button when you are finished Save amp Keep Editing Save And Exit Cancel Follow this guide for tips on improving your subject lines f Create content using the WYSIWYG editor below
82. 4 trigger activates an action when a specific event occurs I want to create an email campaign 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 automatically 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 EVEN Ti TRIGGER gt RESPONSE e 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 cus
83. Alternatively you can enter a number to specify a time or enter a range 3 6 for Instance e You can also specify frequency by entering n meaning every n units So entering 5 in the Minute of hour column means every five minutes Note If you have no specific reason to limit frequency it is recommended that you set your cron to run every minute this allows you to use the email software s email scheduling feature with minute to minute precision You can set other features autoresponders and bounce processing to run more infrequently in the email software s interface if required Configuring Cron Via a Graphical Interface Depending upon your server s configuration you may be able to configure cron jobs using a graphical user interface such as cPanel or Plesk This example uses cPanel X 1 Log into cPanel and select Advanced gt Cron jobs Figure 235 cPanel Advanced Advanced i a Yor Apache Image Index Handlers Manager Manager 2 Select Standard step 3 or Advanced step 4 Figure 236 cPanel Standard or Advanced Cron Mode 5 Cron Jobs oe Cron jobs alow pou to autamate certain commands or soriots on pour site You can set a command or sorot to run ata specio time every dap weet etc For examole pou could seta cron job to delete temporary files every week so that pour disk space is not being used up op those files Warning You need to have a good knowledge of Linux comma
84. Campaign Create a Custom Template Send an Email Campaign e View Autoresponders Hoodoo oomoo oomooomogoa Manage Website Forms 7 Sun Sat Fri Thu We Tue Mon Create Website Form d B Unconfirmed Contacts w Confirmed Contacts 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 Using 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 Fuca Emel Tantas System Time 10 12 am 12 Apr 2009 GMT 5 00
85. Choose contact lists section before you can preview the design Select Allow contact to choose to let contacts who sign up using this 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 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 text 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
86. Click Coif Contact to make changes or Delete Contact to delete the contact From your list Edit Conkack Delete Contact Go Back Contact Details Email Address Email Format HTML Confirmation Status Confirmed Status Active Contact Request Date January 27 2009 7 29 am Lz Contact Request IP Unknown Contact Confirm Date January 27 2009 7 29 am LE Contact Confirm IF Unknown Event Log The event log For this contact is shown below Click fag Erent to log a new event Log Event Delete Selected C Subject Event Type amp Last Updated Created By 4 Action E E Sent the Email Campaign test Sent an Email Campaign January 27 2009 7 53 am 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 contact 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 conf
87. Contact Edit Copy Delete Product Demo s Website Leads Rename Delete Newsletter ca Subscribers From 20 Mow 2007 Demo User EJ View Contacts Add Contact Edit Copy Delete Website A Webcast Attendees 20 Mov 2007 Demo User SE View Contacts Add Contact Edit Copy Delete Noy 2007 Uncategorized Leads For Sales Ea 20 Moy 2007 Demo User SEY 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 i 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 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
88. Email Software User s Guide Edition 1 4 November 2009 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 e Use the Troubleshooting chapter to diagnose and solve specific problems e Use the rest of the user s guide to see in depth descriptions of the email software s features The chapters are roughly arranged in order of the frequency with which you are likely to use them when configuring the email software Written by Rick Carlile All rights reserved 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 your purchase of the email software The email software gives you an unprecedented ability to create manage and automate large scale email
89. Fields b jabrasi Attendees ior 2907 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 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 listname 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 6semailaddress The email address to which the email is address sent Email 6econfirmlink s A hyperlink recipients can click to confirm confirmation link that they want to receive your emails Subscribe date 6ssubscribedate The date on which the contact was added to the contact list Link to web webversion A hyperlink recipients can click to
90. L editor select a table cell in the row you want to delete 2 Click the Table functions button 7 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 4 3 Select Increase column span to merge the cell 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 4 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 F
91. Newsletter Subscribers From Product Demo s 3 930 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 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 3 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 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 bo search contacts more efficiently by reading this article Nexk gt gt Cancel Filter by Basic Details Email Address Email Format Either Format Confirmation Status Both Confirmed and Unconfirmed amp Activity Status Active CP Date Added _ ves filter by date subscribed Lz Clicked On Link 7 Yes filter by link Opened Email Campaign 7 Yes filter by opened email campaign Visible Fields Show These Fields E Email Address fl Date added fd Email Format Activity Status fd Confirm
92. 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 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 screen 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 Complete the Form below to update the template Next gt gt Cancel Template Details Template Name kss 9 HTML and Text 8 Next gt gt Cancel Template Format 2 Configure the template details e If you want to change the Template Name enter the new name e If you want to change th
93. 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 A Contact Lists amp Contacts Email Campaigns wl Autoresponders Custom Fields ills Statistics Wi j p View Contact Lists View add and edit your lists of conkacts or leads Ea Create a Contact List Create a new contact list which you can men add contacta or laade t Switch to Quick Links lls Contact Activity for the Last 7 Days E Process Bounced Emails Find and remove invalid email addresses aple steps below from your lists email campaign View Segments d to create an email in minutes View and create segmented lists of your contacts or leads L wan ww auuu mport contacts to my list iO gaa 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 example one list for leads from a trade show and another for people who sign up for your company email newsletter
94. TML 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 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 fe 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 webversion Insert a Custom Field Insert Unsubscribe Link Geb 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
95. TML viewers display aligned images in exactly the same way Baseline this aligns the image with the baseline of the text The_quick brown fox jumps over theJazy_dag __ Top aligns the image with the top of the tallest possible letters in the line of text even if there are no tall letters Middle in most browsers this aligns the baseline of the line of text with the middle of the image The_quick_ brown_fox jumps over theazy dog __ However in some browsers this aligns the middle of the text with the middle of the image like ABSmiddle The quick_brown_fox jwmps_over the lazy dog _ In some older browsers bottom referred 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 Fhe quick brown tox praps over thetazy 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 Left this places the image at the left margin Text flows around the image KA The quick brown fox jumps over the lazy dog The quick brown fox jumps over the lazy dog The quick brown fox jumps over the lazy dog The quick brown fox jumps over the lazy dog Right this places the image at the right margin
96. ULI SLIPS IA LIL I al 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 foo ONFIRMLUINE So o HTML Tag BODY Edit Source Preview Insert a Custom Field Insert Unsubscribe Link Confirmation Email Text Thank you for subscribing to our newsletter Complete mode To finalize your subscription please click on the confirmation link below Once you ve done this your subscription will be complete CONFIRMLINE Insert a Custom Field Insert Unsubscribe Link Get Text Content Fom Editar Hext Tancel Table 54 Designing a Confirmation Page 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 yo
97. a Split Test Give your splittesta 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 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 sta
98. 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 lists to unconfirmed contacts e Merge the selected lists together select two or more lists and use th
99. account 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 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 Emails select this if you want to delete emails from the server once you have read them If you did not save an email on your computer you will not be able to re read the email Test Bounce Settings click this to test the bounce email account by sending a test email 2 Click Save to save your changes Alternatively click Cancel to return to the Home screen without saving any changes Managing Global SMTP Settings Take the following steps to configure global SMTP settings 1 Click Settings in the toolbar then click the Email settings tab 2 Set up this global email server settings in the Mail Server Details section e Select Use my default SMTP server to use the default server for the
100. act 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 sources for example contacts from your website and contacts from trade shows Contact list groups are
101. act 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 C54 File From your computer by clicking the Srosere button below You can also specify advanced options if required Learn more about importing here Next Cancel Import Details Mark as Confirmed Confirmed Format HTML Overwrite Existing Details Yes overwrite existing contact details amp Autoresponders C Yes add contacts to autoresponders File Details Contains Headers 7 Yes this file contains headers Field Separator Field Enclosure Import File Upload a file From my computer 2M maximum E Browse C Import a file from my web site E Nexk 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 receive 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 ad
102. adio 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 Neat 22 bo continue Heat o Cancel Custom Field Details Default Value Display Order First Display Order Second Display Order Third Start Year End Year Hext 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 leave 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
103. aign 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 Ep fk Important Please Read 4 popup window will mow appear through which your split test campaign will be sent Please do mot close the window When your split test campaign has been sent the window will close automatically IF You close the window then your split best 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 Sen
104. aign Campaign Settings Email campaign settings Send this email Select the email campaign that you want to send from the list Click campaign Preview to see the campaign in a new browser window Send from this This displays the default from name for the contact list you selected If name you want to use a different name enter the new name in this field Send from this This displays the default from email account for the contact list you email address selected If you want to use a different email account enter the new address in this field Send reply emails This displays the default reply email address for this contact list When a to 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 This displays the default bounced email address for this contact list This emails to 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 settings in the Settings gt Cron settings screen Send your Select this if you want to send the email campaign immediately campaign now Deselect this to schedule a date and time to send the email Figure 80 Schedule Email Campaign Select the date month and year in
105. ail 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 you email Email new contact details to you Advanced options Choose form design Email campaign format Change format Select this if you want to send an email to contacts once they have successfully subscribed to the list Deselect this if you do not want to send such an email Select this if you want to receive the information that a contact enters by 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 tries 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 This controls the text and background design of the form Select a 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
106. ail server Click Sign up for an SMTP com account here and follow the instructions in the screen that displays When you have signed up and received your smtp com SMTP server settings select Let me specify my own SMTP server details and enter the details you were given 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 If the details are correct click Save Using Email Software Settings This chapter discusses how to use the Settings link in the toolbar Figure 228 The Settings Link Home Templates Forms
107. ampaign 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 vou 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 minute 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
108. ampaigns 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 autoresponder Deactivate prevent the template from being used for a new email campaign or autoresponder e 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 Ac
109. an at midnight every night Please enter an email address where the cron output will be sent NOTE You will receive a message every time this job runs Using your main e mail address is not recommended Minute Hour Day Month Weekday Command ol rag Add Cronjob Commit Changes Reset Changes e Paste the command you copied from the email software s Cron command to run field into cPanel s Command field e Configure the Minute Hour Day Month and Weekday fields Use the options defined in Configuring Cron Via Commands to define the job s frequency Note If you enter an email address in the field at the top of the screen to receive a message every time the job runs bear in mind that this may be quite frequent e Click Add cronjob Then click Commit changes Alternatively click Reset changes to return the fields in this screen to their defaults Managing Security Settings The Security settings tab allows to prevent automated attacks and password gquessing attempts by locking out people who repeatedly provide incorrect login details You can specify the number of times that users may attempt to log in and the length of time for which users who exceed this number of login attempts are locked out When a user is locked out login attempts from the user s IP address are not allowed The amount of time that the user must wait before trying again displays Figure 239 User Locked Out Multiple Failed login a
110. ancel 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 TR lt TD gt lt TABLE gt lt TBODY gt lt TR gt TO gt TABLE gt lt TBODYs gt sTR gt TD gt TABLE gt TBODY gt lt TR gt lt TD gt lt P gt Edit Source Preview Simple mode e Click Edit to go to the WYSIWYG editor 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 H
111. and Show SMTP com option in the Other Permissions section features listed in the Template permissions section of this screen and the Template administrator option of the Administrator permissions section Select the actions a user of this account may take related to autoresponders in the Autoresponders gt View autoresponders and Create autoresponders screens Select the actions a user of this account may take related to website forms Select the actions a user of this account may take related to contact lists and bounced emails Select the actions a user of this account may take related to contact list segments Segments are groups of contacts in a list that share certain features such as all contacts whose addresses end in com for example Select the actions a user of this account may take related to custom fields Email campaign Select the actions a user of this account may take related to email permissions Campaigns Triggers permissions Select the actions a user of this account may take related to event triggers Contact permissions Select the actions a user of this account may take related to contacts in your contact lists and suppression email lists lists of email addresses that remain in the contact list but do not receive emails Template Select the actions a user of this account may take related to templates permissions Statistics permissions Select the type of statistics a user of this account
112. and select Insert Button Figure 169 Insert Button Enter the required information and click on the OK button to insert a Button into your webpage Mame Initial value Ty fe Subrmit kai Style 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 screen 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 J 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 Enter the
113. argin Opx padding 1Opx i px 10px Ops font family Verdana font size Lip color rabeSt 51 102 line height 15px gt lt img srox hittp TAE interspire demo com admin resources email_templates Business Generic 203 20Promoth atg style border aP tr rgbt24 7 247 247 margin Opx 10px 10px Opx padding 1px float left height 119 width 160 2 This is a block of text for your email campaign Enter in yous content here To create another block click on the Green icon at the top right hand carner br lt br gt Thise ir a Blaele nf test far wanur amail earmmnainn Enteriin wanur cantant hara Ta eraata another tavt blacl A H BEE 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 Preview Mode Company Name Type your company slogan here Content Block Heading 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 This is 4 Glock of text for your email campaign Enter in your content here To create another bl
114. as many contact lists as they require If you want to limit the number of contact lists users of this account can create deselect this option A Maximum number of contact lists field displays Enter the limit you want to place on contact lists for this account Select Unlimited emails per hour if users of this account may send as many emails as they require in each hour If you want to limit the number of emails users of this account can send in each hour deselect this option A Maximum number of emails per hour field displays Enter the limit you want to place on emails per hour for this account Select Unlimited emails per month if users of this account may send as many emails as they require in each calendar month If you want to limit the number of emails users of this account can send in each calendar month deselect this option A Maximum number of emails per month field displays Enter the limit you want to place on emails per calendar month for this account Select Unlimited emails if users of this account may send as many emails as they require If you want to limit the number of emails users of this account can send deselect this option A Total maximum number of emails field displays Enter the limit you want to place on emails for this account If you select this option the number you enter in this field decreases as the user of the account sends emails For example if you enter 1000 in this field and the user subsequ
115. ased 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 Based on a contact s date field Leads for Sales Team DOB 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 Based on a contact s date Field Based ona specific date i Fri 3 Apr 2009 Fal C Based on a link being clicked Based on a email campaign being opened Assign Trigger to Which Contact Listish Leads For Sales Team First click the calendar icon that displays 4 and select the date on which you want to base this trigger Next 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
116. ate 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 User Accounts Settings Tools Logout Help m Time 6 36 am 12 Apr 2009 GMT 5 00 vou aresli 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 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 e 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 for
117. ate to be sent in plain text only e Select HTML if you want emails you send using this 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 Ifyou 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 Custom email templates can be used as the basis of any new email campaigns you create Learn more about them by reading this article Save Save nd Exit Cancel Template Details HTML Content Create content using the WYSIWYG editor below Upload a file From my computer Import a file from a web site ag Theme 5a B AY BUT 2 2222 e Default z Szety A J image Custom Fields You are subscribed as emalladdress Sidebar Block Heading This is the small right column block of text Here you can place short text items such as event notices news items and other short notices To create another Small J 3 J J 1 3 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 3 hand corner HTML Tag l
118. ation tasks so you can Focus on creating and sending your email campaigns and autoresponders without worrying about deliverability issues e steps below Sign up for an SMTP com account here W erspire customers receive a 10 discount on normal prices _ on jogete aiser wo Che details select the Let me specify my own SMTP server details option above 3 Enter the details of your new SMTP com account and click save All email campaigns and autoresponders will now be sent using your new SMTP com mail server Click Sign up for an SMTP com account here and follow the instructions in the screen that displays When you have signed up and received your smtp com SMTP server settings select Let me specify my own SMTP server details and enter the details you were given Managing Cron Jobs Cron jobs are operations that run on your server at pre scheduled times cron is an abbreviation of chronograph Cron relies on crontabs configuration files that manage cron jobs Cron jobs can invoke standard command line commands or call scripts Note In order to process cron jobs your server must be running cron Contact your service provider for information The email software uses cron jobs to automatically send pre scheduled email campaigns at specified times and to process autoresponders and bounced emails at specified intervals Note Schedule email campaigns in the Email campaigns gt Send email campaign screen
119. bing 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 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 Z Ga Results per page 710 ba Pages Page 1of1 Back 1 Next C Split Test Name Split Test Type 4 Sent To 4 Emails Sent Winner Finished Sending 4 Action Example Contact Split T
120. campaign amp T Yes embed images in the content Save Cancel Table 22 Create a New Trigger Sending Options Send from this name Send from this email address Send reply emails to Send bounced emails to My first name custom field is My last name custom field is 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 This is the email address from which the triggered 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 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 Enter the address to which undeliverable emails are sent If you use a custom field to define a recipient s first name select it here If you use a single field to define a recipient s name select it in this field If you use a custom field to define a recipient s last name select it here If you use a single field to define a recipient s name leave this field blank Send your email as Select this to send both HTML and text elem
121. ch 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 wank to export your contacts by Filling out the Form below You can choose which fields to include under the eter fo facie section 3 943 contacts mabched your search and can be exported Choose your export options below and click Aext to start the export Nexk Cancel File Format File Format cosy File ym File Export Options Include Field Headers Yes d Field Separator F Field Enclosed By i a Fields to Include Field 1 Email Address LF Field 2 Email Format ha Field 3 Confirmed F amp Field 4 Subscribe Date immiddiyyyy x Lz Next Cancel 5 Specify a File format e Choose whether to export a CSV file or an XML file 6 Ify
122. ck 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 The GUI is divided up into three parts Figure 3 The Email Software Interface at a Glance The Toolbar The Navigation Bar The Workspace Home Lari ead tale Wheat vend yore e to dio lt Lenin Be naa ane D p oie Mp jm grol cb mjad ha oxen a a fs daa Ea Li baaki or ipari comicis Larina lat he Deer oe pin ee ie on geet ee bo pag P Lear teed ary ermal bkt Da remy in Tal a mal pn omnes ah rem ll LETA fe AEA ony Sere r D el S a ieee SPD D ee E ae tee 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 ag Mas Offer A demo EA Buy Now and Save 1 Click an it
123. click a link Save Cancel General ettings Trigger Details Mame Your Trigger Activate This Trigger Based on a contact s date Field Based ona specific date Based ona link being clicked Based on a email campaign being opened Trigger The Actions Send an email campaign T Add the contact to an additional contact list Remove the contact From the contact list that they are in when Triggered W Yes this trigger is active Save Cancel Is Trigger Activer 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 the 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 If you selected Based on a contact s date or Based on a specific date the following fields display Figure 111 Date Based Trigger Options On The date E amp In the first field Select On to perform the action at t
124. coming 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 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 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 Ot
125. 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 conbact s email address such as their name country etc Learn about custom Fields here _ Create a Custom Field a Custom Field Delete Selected Selected Results per page 119 Z pages Page 1of1 Back 1 Next Ci Custom Field Created 4 Type 4 Mandatory Action C A example field 06 Oct 2008 Text Field Yes Edit Delete C A First Name 20 Nov 2007 Text Field Edit Delete C A Location 20 Nov 2007 Pick List Edit Delete r A Registered 20 Nov 2007 Radio Buttons Edit Delete
126. count 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 4 Custom Template choose an action z i0 Results per page 10 Pages Page 1of1 Back 1 Next C Template Name t Created 4 Email Format Active Global Action E E Flower drt 21 Mow 2007 HTML of ef 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 M Select a box belonging to a template before choosing an option from the r Choose an action list Select the box at the top of the 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 dis
127. counts gt Edit gt User settings screen s User timezone field This displays the current time in the Server timezone This displays the version number of PHP the server is running Safe mode enabled This displays whether the server is running PHP in safe mode If PHP is running in safe mode you cannot change the from address in the database Imap support found This displays whether the server supports the PHP IMAP Internet Message Access Protocol protocol Note The email software requires PHP IMAP to process bounced emails Curl support found This displays whether the server supports Curl GD version This displays whether the server supports the PHP graphics library GD The email software uses the GD library to create the CAPTCHA images you can insert in website forms Note If the GD graphics library is not supported it is possible to use other methods to generate CAPTCHA images Mod security enabled This displays whether the ModSecurity open source web application firewall is supported on the server See www modsecurity org Server software This displays the web server application the server is using For Linux Unix Unix variants and Windows the email software supports Apache v1 3 2 and above For Windows the email software also supports IIS5 and above Database version This displays details of the database management system running on the server The email software supports MySQL v4 0 and above and Po
128. cts 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 SEsail biiress Email Pormat Canticmed Suascribe fate mm da yyyyi Berai bead in com ETEL Contiemed 11 i bbi Samet LHS demain com ETEL poni iremd TiL 20 2007 emai lANN demain com ETEL poni iresd TIL IO p007 foofbar gom NTAL Cont irmsd LONDE F IHH Pepai etmi demain cos ETEL Contiesed TIL I0 D007 Berai bea domain com ETEL Conticmed TIL i bbi Berai beimid com ETEL Sieni ireed TILL Ai bbi meral bed domain com ETEL fentiemed 11 20 D007 Samet LHC domain com ETEL poni iresd TIN 20 2007 emai 14500 oe domein com ETEL Cond iced 11 20 2007 Samet LH082hdomain com ETEL poni iresd sis 20 2007 Berai bewidcmain coe TEL Centiemed 11 uh ibi Berai b lfi damain coe ETEL Centiemed 11y vcore Berai bedpdcmain coe TEL Centiemed 11y uh ibi mamal beq i domain comm MTEL Soni irmed 11 aay i00 epai L450 domain coos MTEL Sond immed Sas ag 2o07 Samat tidos in coos MTEL Sond imma TEN aay 2oo7 epai T domain coos MTEL Sond immed 2s aay 2007 Berai
129. d 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 4 minutes 16 seconds has passed since you started sending 36 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 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 View 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
130. d 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 but 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 J Enter the required information and click on the OK button to insert a hidden field into your webpage Mame 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
131. d 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 you want to add a column 2 Click the Table functions button 7 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 7 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 1 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 HTM
132. d 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 If the 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 Ifyou 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 7 Click Next Figure 46 Define Field Mapping Import Contacts The Fields From your C54 File are shown below on the left Choose which contact details they correspond to by selecting them from the list on the right Nexk Cancel Link Import Fields
133. ds for Sales Team Leads From Trade Show Oct 2007 Newsletter Subscribers From Product Demo s Newsletter Subscribers From Website 5 Webcast Attendees Nov 2007 l a 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 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 Lis
134. e 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 the button below to check fo Start Processing 5 Click Start Processing A screen displays indicating progress Figure 21 Processing Bounced Emails Progress Bounce Processing In Progress Please wait while we attempt to process the 1 email s found in the account 0 hard bounces have been found so far 0 soft bounces have been found so far 0 emails have been ignored so far 0 emails have been deaned up so far Processing 1 of 1 emails 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 emails in your account have been processed successfully 1 email was found in the email account 0 emails were processed as hard bounces 0 emails were processed as soft bounces 1 email was ignored in the email account This could be a non bounced message for example spam or it didn t match any of the bounce processing rules You or your administrator can modify the bounce rules used by editing the admin resourc
135. e 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 segment 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 Settings Send From This Name Send Fram This Email Address Send Reply Emails To Send Bounced Emails Ta Email Scheduling Settings Send Your Split Test Now J Yes send my split test campaign now funtick to schedule it for a later time or date Notify Gener About Sending M Yes notify the owner of the listis when the sending starts and ends Advanced Settings Optio
136. e 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 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 hav
137. e Server 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 Locate 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 file you want to upload Upload more images Note The Upload more files button displays in the Links screen and the Upload more images button displays in the Images screen
138. e 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 campaign Generic 1 Newsletter Business ee Eun reer T Show Larger Preview Generic 3 Newsletter Business Wourompary LGN MG aa Dl E deee Mai cer A Show Larger Preview Generic 1 Promotion Business S Show Larger Preview Generic 3 Promotion Business Company Mame ener Block g p S Show Larger Preview Generic gt Newsletter Business S Show Larger Preview Generic 4 Newsletter Business inet rine chore ae Eri Hi A Show Larger Preview Generic gt Promotion Business S Show Larger Preview Generic 4 Promotion Business A 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 templ
139. e 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 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 Date started 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 abou
140. e 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 them click Mexr 2 bo continue Mext Cancel Custom Field Details Instructional Text F Please choose an option L List of Values Sort Values Alphabetically Hext gt 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 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 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 Editi
141. e 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 all Time co Select the 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 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 t Date Opened Opened Email As t emailt 268 domain com December 12 2007 3 08 pm HTML Email emailt 35t domain corn December 12 2007 3 06 pm HTML Email email 1454domain com December 12 2007 3 04 prm 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 x amp 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
142. ect 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 Add a 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 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 ord
143. ed First Name T Location Registered Filter by Custom Fields First Marne Mexk gt Cancel 6 Configure the Filter by basic details fields e f 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 4 Between E aj oct 2o08 1 ck bi oct poes Select the day and month in the drop down list boxes Enter the year in the field 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
144. ed 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 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 Tuk Copy Paste Paste as Plain Text Faste 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 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 Fron MS Word Modify Image Properties Create
145. em 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 1 amp 8 Place your mouse pointer over the tooltip to see more information about the object Figure 5 Tooltips t Format Options Would vou like to give your contacts the option to choose which Format they will receive your email campaigns int Other objects have text links next to them Click these links to see an article from the knowledge base on the subject Figure 6 Knowledge Base Links g Choose the listis vou want to addiremowe contact Fram and which custom fields to include on your Forfa To see more articles in the knowledge base click Help in the toolbar Sorting Lists When you see 4 and J arrow icons in a list heading use them to sort the list Click 4 to sort the list in ascending order or click 4 to sort the list in descending order Navigating Lists In pages with numerous list entries navigation tools display Figure 7 Navigating Lists Results per page 10 te Pages Page 1 of 502 Back 1 2 3 4 5 Next Table 1 Navigating Lists Results per page Select the number of list entries to display in each page lt lt Click this to go to the first page in the list Click this to
146. emails you send have a particular From or Return Path bounce address or a specific domain name for example any account exampledomain com Check with your host e Your server s IP address may have been blacklisted This can happen if emails from the server appear to be spam You can use an online service to check whether your server s IP is blacklisted for example the Anti Abuse Project s multi RBL Real time BlackList check at the following URL http www anti abuse org multi rbl check e If you are using a third party SMTP server check to ensure that your server login and port details are correct Also ensure that you are allowed to make connections to remote servers on the desired port Firewall restrictions on outgoing connections may disallow the fsockopen PHP function Problem Can t Import Contacts From a CSV File e You may not have permission to upload contacts from a CSV file To change a user s permissions use the Export contacts to a file checkbox in the User accounts gt Edit gt User permissions screen e Your CSV file may be incompatibly formatted Check the CSV formatting to ensure that it can be read by the email software Check that the information in your CSV file is correctly formatted 1 Each entry must be on a newline one line of details per contact 2 There must be no blank lines 3 The number of fields in each contact s entry must be consistent Note Make sure you are using a CSV file and n
147. enable the trigger or triggers Select Mark selected trigger s as inactive to disable the trigger or triggers a Select a box belonging to a trigger before choosing an option from the r Choose an action list 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 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 selected 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
148. ent 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 e 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 original 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 e Use a large test group Like any statistical analysis p
149. ently sends fifty emails the next time you view this page the field will read 950 Configuring User Permissions Use the User permissions screen to configure settings specifying the email software features users may access and their level of access You can customize each setting manually or select from a number of preset administrative levels Click User accounts in the toolbar then click the User permissions tab Figure 223 Create User User Permissions Access Permissions Administrator Type Autoresponder Permissions Website Form Permissions List Permissions Segment Permissions Custom Field Permissions Email Campaign Permissions Triggers Permissions Contact Permissions Template Permissions Statistics Permissions Administrator Permissions Other Permissions Enable the XML API Addon Permissions Split test different version of your email to see which performs better Contact List Access Permissions Contact Lists Segments Access Permissions Segment List Template Access Permissions Templates System dministrator 2 a9 4 AVIWV AWA AAA Vv Iv Iv Vv Vv Iv Iv Vv Vv Iv Vv iv Vv Vv Iv Iv Iv Iv Vv Vv Vv iv Iv Iv r Iv iv Iv Create Autoresponders Edit Autoresponders Delete Autoresponders Create Website Forms Edit Website Farms Delete Website Forms Create Contact Lists Edit Contact Lists Del
150. ents of a multipart email 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 for Select this to have the email software track the proportion of HTML html emails emails opened by their recipients Track links clickedin Select this to have the email software track the proportion of links in this this email email campaign that are clicked by the recipient You can view the results of clicked links in the Statistics gt Email campaign 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 email campaign offline but can increase the email size significantly Save Click this to save your changes in this screen and return to the View triggers screen Cancel Click this to return to the View triggers screen 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 3 Contact Lists Contacts Email Campaigns Cal Autoresponders Custom Fields ilh Statistics gt View Custom Fields Home View and edit existing custom Fields which you ve already created _ Getting Started Guide Switch
151. er details such as name company age etc Save Cancel New List Details Lisk Owners Email fo OE Motif the List Owner Custom Fields 4dd These Fields to the List T_ Birthday exarmple field First Name C ft T Location Visible Fields Show These Fields Email Address Ie Date Added Email Format Gd Activity Status Gl Confirmed Company Details Company Mame Lz Bounce Account Details Process Bounced Emails M Yes I want to process bounced emails For this list What are bounced emails and how are they processed Bounce Email Server Mame ee Bounce Email User Mame W IMAF Email Account F Yes this is an IMAP Account Use Extra Mail Settings Yes use extra mail settings a Agree to Delete Emails J I understand that bounced emails will be removed From the inbox I am using to manage them V Remove all emails from the inbox not just bounce emails e Test Bounce Settings Save Cancel Table 6 Create or Edit a 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 re
152. er specific email settings use the User accounts gt Email settings screen see Configuring Email Settings Take the following steps to configure global email settings 1 Click Settings in the toolbar then click Email settings Configure your settings Figure 230 Settings Email Settings Email Settings Email Size Warning Email Size Maximum Max Hourly Rate Monthly leeway Allowance Maximum Resend Attempts Maximum Image Width Maximum Image Height Global HTML Footer Global Text Footer Force Unsubscribe Link 7 Yes force an unsubscribe link Allow Attachments I Yes allow attachments Allow Embedded Images Yes alow embedded images LI L Yes embedded images are enabled by default a Send in Test Mode Yes put the application into test mode a Mail Server Details Use SMTP Server Use my default mail settings C Let me specify my own SMTP server details amp C Sign up For an SMTP com account Lz Default Bounce Details Default Bounce Details IV es set default bounce details ed Default Bounce Address Default Bounce Server Default Bounce Username m m Default Bounce Password IMAP Email Account Yes this is an imap account ie Use Extra Mail Settings C Yes use extra mail settings gree to Delete Emails Test Bounce Settings Test Bounce Settings Save Cancel Table 62 Settings Email Settings Email Settings Email Size Warning Email Size Maximum
153. er 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 l Theme A A a Y BUZ VY 2 HE x rere aadli mge A Custom Fields Default Size1 Normal 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 thi
154. er 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 ge 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 P 6 30 pm to 12 4 2009 EE 700 pm D l Day Where Description Follow Up http fadminjindes php Page SubscriberseAction EditeList 9Rid 503 1 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 u
155. er who created the autoresponder Active A tick 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 previously 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 Star
156. ertion 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 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 Preview Bar HTML Preview Email Formatting i Rules 4 Below is a bet of wanous emai phop ates end the diferent armaktimg nubes that may hirre bren broken To see how en emal wall look in
157. es 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 k Ga Results per page 10 Pages Page 1 of 1 Back 1 Next C Name Created Triggered By 4 When Active 4 Action O ag sMas Offer 15 Dec 2008 Predefined Date Immediately After y Edit Copy Delete Page lofi 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
158. es pP 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 mot 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 x icon to close the Check your email for spam window 12 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 13 If you want to test the autoresponder 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 to this Email field 14 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 Templat
159. es user_bounce_rules php file 0 emails were deaned up in the email account These are most likely autoresponders for example out of office messages View Bounce Statistics Creating Editing and Viewing Segments Click Contact lists in the navigation bar then click View segments Figure 23 Viewing Segments View Segments A segment is a Filtered view For one or more of your contact lists You can view contacts by segments and even send campaigns to a specific segment Create a Segment Choose an action Go Results per page j Pages Page lof 1 Back 1 Next C Segment Name amp Created Contacts Action e All subscribers that contain com in their email address 29 May 2008 5013 View Contacts Edit Copy Delete SS Newsletter Subscribers From Product Demos that subscribed after 14 5 2008 29 May 2008 5000 view Contacts Edit Copy Delete Edit Copy Delete T T E f Registerd Web Cast Attendees in New York and Chicago 29 May 2008 0 view Contacts T f Registered Attendees for Webcast 29 May 2008 0 view Contacts Edit Copy Delete Page 1 of 1 Back 1 Next Table 8 Viewing Segments Create asegment Click this to define a new segment of one or more contact list contacts See Creating a Seqment 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 de
160. est E Mame Created t 4 Sent 4 Owner 7 4 Active Action O Ga Test 15 4pr 2009 12 hours after signup Demo User SM oview 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 action Select one or more autoresponders select an option from the list and click Go to perform the selected action C Select a box belonging to an autoresponder before choosing an option r 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 This ey the time that the autoresponder is sent after a contact signs Owner This displays the name of the email software us
161. est Example Version 2 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 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 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 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 a
162. ete Contact Lists View Segments amp Create Segments Edit Segments Delete Segments Create Custom Fields Edit Custom Fields Delete Custom Fields Create Email Campaign amp Edit Email Campaign a Delete Email Campaign Create Triggers 9 Edit Triggers Q Delete Triggers amp View contacts Add contacts Edit Contacts Delete Contacts Add Event Create Templates amp Edit Templates Q Delete Templates View Email Campaign Statistics Q View Autoresponder Statistics view triggers statistics Q System Administrator D User Administrator User SMTP Settings Show SMTP com option Yes allow this user to use the XML API Q Create new split test campaigns Delete existing split test campaigns view split test campaign statistics MV Approve Autoresponders W Process Bounced Emails Iv Iv Edit Bounce Information IV Send to Segments Approve Email Campaign Send an Email Campaign 2 Approve Triggers Q Import Contacts Q x Export Contacts to a File x View Suppression Email Lists amp x Delete Event x Edit Event xI Approve Templates Q x Global Templates e xI Show Built In Templates ge x User Account Statistics x Contact List Statistics amp x 7 List Administrator M Template Administrator 2 Iv Iv lists or segments Edit existing split test campaigns Send split test campaigns to con
163. 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 a line Figure 67 Upload List of Addresses or Domains for Suppression T want to Upload a file that contains the email addresses domains to suppress Ci Browse S Enter the filepath of the file you want to use or click Browse and locate the file 4 A screen 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 Domain Report Add Emails Domains to Suppression List Email addresses included in a suppression list will never be emailed even if they are still subscribed to a contact list 1 email address has been suppressed successfully Save Cancel Suppression Email Domain Details T Want to Suppress Contacts From Global Suppression All Lists ka Emails or Domains to Suppress Twant to type the email addresses domains to suppress into a text box iwant 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 p3 Contact Lists i Contacts E Email Campaigns Ll Autoresponders gt Custom Fields ills Statistics E View Email Campaigns
164. ge 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 v Contact Lists View All Search L Leads for Sales Tearn Leads From Trade Show ck 2007 L Newsletter Subscribers From Product Demo s L Newsletter Subscribers From Website L Webcast Attendees Nov 2007 ea Segments view All L All subscribers that contain cor in their email L Newsletter Subscribers From Product Demos that subs L Registerd Web Cast Attendees in New York and Chicaga L 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 screen Add a contactto my 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 z ct 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 c
165. ge 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 HTML Editor Overview The HTML editor is divided into three sections Figure 155 HTML Editor Overview DI lal Kexe B APaRusr iz EAE G xs x Boab lime Fol Custom Fields Sire 1 Normal A Z 1 o oo a navyeur ERNIE FaPR ee eel fm ADF Gomma Ca Content Block Heading is Thin be abioi ott ai Detar Be a um I re CompanyName ee Type your company slogan here k z k y a nE nezd a m Pai E sie i 2 Pi Tes ore wahoqr ed as SMermmiatesey ee OO ou are subscribed as emailaddress t Content Block Heading i operas os ae Heading This is a block of text aes This is the small moh for your email n an ble text campaign Enter in i e you can place short your contant here To i Pat et nds ever create another block hoes aij dick on the Green other short notices To icon at the top rigrit ee create another Smal Tags and Tabs HTML T gi aH Ore TABLE aTEOOt gt TEs ar TASES TBOOTs Th lt TD Hl STRONG Edt Source Preview Emmole moda e Use Design Tools to control how text and images display import material create hyperlinks and a variety of oth
166. he exported CSV file Printing Statistics Take the following steps to print out statistics Note If you have a PDF generation application 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 W Statistics Snapshot W Opens Summary Include details of 3726 people who have opened this email W Link Clicks Summary Include details of 3726 people who have clicked on a link W Bounce Summary Include details of 207 people who have bounced W Unsubscribe Summary Include details of 175 people who have unsubscribed W Forwards Summary T 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
167. he 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 If you 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 when Clicking the link when zj 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 Use this field to specify what should happen when the trigger is set off Note You can select multiple options in this field e If you want to send an email to the contact when the trigger is set off select Send an email campaign Figure 113 When
168. her refine its effectiveness Figure 71 Multi Level Split Testing Example me 2 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 TEST GROUP TRACKING DATA mw m O F TRACKING DATA TRACKING DATA eu eu EL CONTACT LIST Split Testing 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 e 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 elem
169. hers 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 and 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 Wank to Process Bounced Emails For Leads For Sales Team 3 active co
170. hich 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 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 2 Contact Lists Contacts Email Campaigns Cal Autoresponders Custom Fields ilh Statistics View Autoresponders view or edit your existing autoresponder emails Recent Activity demo fil Leads for Sales Tear Mas Offer 4 Newsletter Subscribe Home Eg Create an Autoresponder Create an email that is automatically sent Getting Started Guide after a specific time itact Activity for the Last 7 Days What would you like to do sg View Triggers It s easy to get started just Follow the simple steps below
171. his 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 l 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 1o 4 2009 EH 2 56 pm Motes Add Event Cancel 2 Enter an Event type This allows you to easily categorize event log entries If you enter a common 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 tha
172. 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 table 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 f you want to define a Background color for the table click the color picker icon 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
173. il 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 E Email Address amp a bg foo bar com P Results per page 10 Pages Page 1 of 1 Back 1 Next Date Suppressed Action 02 Oct 2008 Edit Delete 3 This screen displays the list of 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 Save Cancel Suppression Email Domain Details Email to Suppress Foo bar com T Want to Suppress Contacts From Global Suppression all Lists Lea
174. il 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 a new email link in your document select text in the HTML editor see Using the HTML Editor and click the Create email link button 43 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 bl Insert Link Remove Link Cancel 2 Enter the Email Address to which you want the email to be sent 3 Ifyou want to specify the email subject for example Response to Newsletter 15 enter the subject line in the Subject field 4 f 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 y
175. in 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 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 This displays the date on which you created the email campaign Last sent This displays the date on which you last sent 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 f icon displays if the email campaign may be sent Select a box belonging to an email campaign before choosing an option 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
176. ing 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 autoresponder 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 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 Trigger Statistics See statistics for date and link based triggers that you have setup Results per page 10 x Pages Page 1 of 1 Back 1 Next C Name Triggers By When 2 Action CI ag Example Trigger Custom Field Immediately After View Print Delete Page 1of1 Back 1 Next Table 37 Viewing Trigger Statistics Choose an action Selec
177. ings and configure the Split test campaigns item Send your split Select this if you want to send the split test campaign immediately test now Deselect this to schedule a date and time to send the email Figure 90 Schedule Split Test T Yes send my split test campaign now untick to schedule it Fo Select the date month and year in the first three lists and select the hour minute and AM PM in the last three lists Notify owner Select this if you want to send an email to the list owner when a about sending scheduled campaign starts sending and another when it finishes sending Advanced settings optional My first name If your email campaigns use a custom field to define a recipient s first custom field is 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 My last name If your email campaigns use a custom field to define a recipient s last custom field is name select it here If your email campaigns use 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 Send your email as multipart Track open rates for HTML emails Track links clicked in this email Embed images as attachments Select this to send both HTML and text elements of a
178. ink 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 detailed 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 therm choose an action Ga Results per page 10 Pages Page lofi Back 1 Next Name this Autoresponder Contact List Sent 2 Recipients Unsubscribes 3 Bounces 4 Action 144 hours milk Third Follow Up Leads For Sales Team Secchi 3 1 D View Print Delete mih Thanks For Trying Our Product Demo Newsletter subscribers From Immediately 430 48 view Print Delete Product Demo s after signup 24 hours iih Second Follow Up Leads For Sales Team after signup 1 1 View Print Delete lla Get 20 off Today Only Newsletter Subscribers From 168 hours 240 54
179. 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 1 and select Insert table The Insert table screen displays see Inserting a Table e To edita 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 I Inthe HTML editor click the Table functions button and select Insert table The Insert table window displays Figure 162 Insert Table ig Enter the required information and click on the OK button to insert a table into Your webpage Rowa Cell Padding 2 Columns Cell Spacing 2 width Height Background Color Border Align style OK Cancel 2 Enter the number of
180. into the Uncategorized folder e To view a group folder s contact lists click its Expand icon 4 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 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 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 selected 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 Advanced Search
181. irmed 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 section 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 T
182. is 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 ka 5o E Results per page 10 r Pages Page 1of1 Back 1 Next List Name Created Contacts List Owner Archive Action A Leads for Sales Team 20 Nov 2007 Demo User GEE View Contacts Add Contact Edit Copy Delete Leads From Trade Show Oct 2007 20 Noy 2007 Demo User EEA view Contacts Add Contact Edit Copy Delete Newsletter Subscribers 19 Noy 2007 Demo User View Contacts Add Contact Edit Copy Delete From Product Demo s i Ea 4 Newsletter Subscribers A z0 Nov 2007 Demo User View Contacts Add Contact Edit Copy Delete From Website Webcast 4thendees Noy ay i 2007 20 Moy 2007 Demo User View Contacts Add Contact Edit Copy Delete Note The above figure shows your contact lists arranged in list mode to see your contact lists arranged in folder mode see Figure 12 Table 4 Viewing Contact Lis
183. isting user account click the user account s Edit icon 3 The Create user or Edit user screen displays at the User Settings tab Configure the settings in this screen see Configuring User Settings 4 When you have finished configuring the User settings screen click the User restrictions tab see Configuring User Restrictions 5 When you have finished configuring the User restrictions screen click the User permissions tab see Configuring User Permissions 6 When you have finished configuring the User permissions screen click the Email settings tab see Configuring Email Settings 7 When you have configured the new user account click Save to finish setting up the account Alternatively click Cancel to return to the User accounts screen without saving your changes Deleting User Accounts Take the following steps to remove a user account from the email software 1 Click User accounts in the toolbar Figure 219 Delete a User Account User Accounts Each user account has their own contact lists contacts and email campaigns which are separate From the other users Click Greate a Ger Account to create a new account amp Current assigned user accounts 0 f admin accounts 1 Create a User Account Delete Selected Results per page fio zl Pages Page 1 of 1 Back 1 Next Username i Full Name Activity Status User Type Action H demo Demo User Active System Administrator Edit Delete 2 Doone
184. k the permissions in your application Check the permissions of the files and Folders in your application This will let you know if there are any problems so they can be resolved The Following Files or Folders were OK evar fauna yAosts fAttpdocs rickfadminfcomstorage template cache evar fauna yAosts fhttodocs rickfadminyincludes config php e var www hosts fhttpdocs rickfadmin temp evar fawn yAosts fhttodocs rick admin bemp newsletters evar faunal hosts fhttpdocs rickfadmin kemp templates evar iwuanalyAosts fhttpdocs rickfadmin temp user The Following Files or Folders were MOT OK evar fiw yAosts fhttpdocs rickfadmin temp autoresponder evar fw yhostss fhttpdocs rickfadmin tempautoresponders e varia yAosts fhttpdocs rickfadmin temp send IV TROUBLESHOOTING This section contains the following chapters Troubleshooting Troubleshooting This chapter describes some common problems and their likely solutions Use this chapter to diagnose and solve problems you may have with the email software If you are not sure what effects a certain troubleshooting action will have contact the relevant administrator or service provider or get in touch with customer support Make all configuration changes at your own risk Note If you cannot perform a task that you think you should be able to the most likely reason is that your user account does not have the required privileges Before you take any other steps use the
185. l A ay 7 A Image Sr F Custom Fields iil a Thank you for signing up to our contact list and or contacting us If you have any problems you can contact us by replying te this email HTML Tag lt BODY Edit Source Preview Somme ace Insert a Custom Field Insert Unsubscribe Link Thank You Email Text Thank you for siqning up to our contact list and or contacting us i If you have any problems you can contact us by replying to this email Insert a Custom Field Insert Unsubscribe Link Get Text Content Fom Editor Hext 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 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
186. lable 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 e Unsubscribe 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 e 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 df omxz Enter the security code shown dl Subscribe Take the following steps to set up or edit
187. lay 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 are not relevant when creating HTML emails 1 Inthe HTML editor click Modify page properties Figure 173 Page Properties Background Image Po Background Color jattrttt ki Text Color frooooo0 D Link Color wO000ee ce 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 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 with
188. lays 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 Select 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
189. le 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 Check Your Email for Spam Aleare note The reasuite below shout be ured ara guide oniy and do not guarantee flat four emad wi he celrereat Your email will be checked against a list of known spam keywords The more keywords that are Found the higher woUF rating will be and the less likely itis that your contacts will receive your email Learn More The HTML version of your email does not break any spam rules pP 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 mot guaranteed If either the HTML or text versions of your email break any rules take note of the offending text and
190. lect 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 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 EditingaTag e Change HTML code and click on the OK button to replace it lt tr gt lt TBODY OK Cancel Edit the code and click OK to save your changes and close the window Alternatively click C
191. led attempts must occur in the second list In the Ban IP field select the length of time for which the IP address is banned from attempting to log in 4 Click Save when you have finished Managing Addon Settings The Addons settings tab allows you to install and enable additional addon software modules that enhance the email software To manage the email software s addon settings click Settings in the toolbar then click the Addons settings tab Figure 241 Settings Addons Settings Name Description ersion Installed Enabled Action Automatic Event Log Emails autoresponders and triggers sent y y Error Log viewer View a list of PHP errors warnings andn Configure Permission Check Check if the required Files and Folders fh Software Version Check Checks iF you are running the latest vers Split Testing Split test different version of your emai SURVEYS SURVEYS Save Cancel Note The above figure displays the available addons at the time of writing By the time you read this others may be available Table 63 Settings Addons Settings This displays the name of the addon module This displays a short description of the addon module s purpose This displays the addon module s version number Installed e Atick displays if the addon module is installed in the email software Click the tick to uninstall the addon module Note When you uninstall an addon module all related settings
192. lee name tid description darker Content Block Heading hl gt p style margin Opx padding 10px 1Opx 10px Ops font family Verdana font size 11px color rabeSL 51 102 line height 15px gt lt img sre hitp TAE Interspire demo com admin resources email_templates Business Generic 203 20Promoti alt 4 style border nes 2 Pale rgb 247 247 247 margin Opx 10px 10px Opx padding 1px float left height 119 width 180 This is a block of text for your email campaign Enter in are content here To create another tee click on the Green icon at the top right hand corner lt br gt 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 br gt br 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 I EndBlockNoDelete StartBlackCanDelete gt zhi style border Eon Te dashed rgb 127 156 186 margin Opx padding Opx Opx Spx font famil Arial color rgb id2 102 102 font size 1px font weight normal letter spacing Lpx display b ae name tid description darkColor Content Block Headings rhi p style m
193. lete one or more segments Select the segment or segments you want to delete and select Delete the selected segment s Segment Name This displays the descriptive name of the segment Created 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 segment is a Filtered view for one or more of your contact lists You can view contacts by segments and even send campaigns to a specific segment Create a Segment Choose an action Goa Results per page a7 Pages Page 1 of 1 Back 1 Next Segment Name Created Contacts Action S amp S All subscribers that contain c
194. lic 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 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 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
195. lick 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 F 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 FE email 1000 dormain com Conference i Edit or Delete Subject Industry Conference Date April 10 2009 2 40 pm Motes 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 Manual 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
196. 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 Clicka 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 Clicka 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 that 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 Tes
197. ly 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 segment s below 3 Select the contact list s or seqment s to which you want to send the email campaign Use the search box below the list to search for contact lists or segments 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 1 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 hawe to Fill in all Fields only the ones you want to Filter on Learn more about Filtering contacts Nexk gt gt Cancel Filter by Basic Details Email 4ddress Email Format Either Format H i Confirmation Status Confirmed T LFI Date Added Yes filter by date subscribed Clicked Gn Link Ci Yes filter by link Lz Opened Email Campaign T Yes filter by opened email campaign Filter by Custom Fields First Mame Location New York Chicago Los Angeles Nesk 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 m
198. med 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 email 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
199. ms 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 vour website bo 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 10 bl Pages Page 1 of 1 Back 1 Next C Form Name Created Form Type Owner i 4 Action 0O B tg OF Ock 2008 Send to Friend Demo User iew Gek HTML Edit Copy Delete O EJ subscribe OF Ock 2008 Subscription Demo User iew GetHTML Edit Copy Delete O amp foo OF Ock 2008 Send to Friend Demo User View Get HTML Edit Copy Delete Table 52 Viewing and Managing Forms Create 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 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 Select a box belonging to form and click Delete selected to remove the 8 more information on the types of form avai
200. n 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 horn and click eytss bo create the form Mext Cancel Form Display Options For the Confirmation Page fe Let me customize what the page looks like zl B A F BUY i F222 LO o Default Size1 A ka Image A Custom Fields Your email subscription is almost complete An 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 ve done this your subscription will be complete Go Back a F HTML Tag BOoDY Edit Source Preview Insert a Custom Field Insert Unsubscribe Link Take the subscriber to an existing web site address Complete mode Confirmation Email Options Send From This Hame Send Fram This Email Address ernail address com Send Reply Ernails to fernail address com Lz Send Bounced Emails to fernail address com ea Email Subject Confirm your subscription Confirmation Email HTML A A a F BU s fii _ t b Defaut izel A z aby 7 Image z Custom Fields PIEGSe LOUD F
201. n you made in the previous screen Figure 208 Configuring Basic Form Settings Create a Website Form Fill out the Form below to create a subscribe unsubscribe modify details or send to Friend Form which you can place on your website Nexk Cancel Form Mame amp Type Choose a Form Type Subscription ka 4 Lz Mame this Form Use Double Opt In Confirmation Yes use double opt in email confirmation e Send a Thank You Email M Yes send the contact a thank you email 2 Email Wew Contacts Details to Your _ Yes send me an email with a copy of the contact s details eo Advanced Options Choose a Form Design Classic White Default So R Preview this Design Email Campaign Format Allow Contact to Choose 8 Use CAPTCHA Form Security M Yes use CAPTCHA Form security recommended Choose Contact Lists yg Choose the listis you want ko 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 C webcast Attendees Nov 2007 Change Field Order Drag amp Drop Email Address Required Contact Format Neck 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 aname for this form This name identifies the form in the em
202. n 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 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 LOCustomize 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 Note 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 Check Your Email for Spam Pease note The reasuite below shou be ured ara guide oniy and do not guarantee flat pour emad wi he cetera Your email will be checked against a list of known spam keywords The more keywords that are Found the higher woUF rating will be and the less likely itis that your contacts will receive your email Learn More The HTML version of your email does not break any spam rul
203. nal Send Your Email as Multipart Yes send the email as multipart Track Open Rates For these Emails 7 Yes track opening of emails Track Links Clicked in these Email J Yes track all links in the email campaigns Lr Embed Images as Attachments 7 Yes embed images in the content Nexk 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 you want to use a different name enter the new name in this field Send from this This displays the default from email account for the contact list you email address selected If you want to use a different email account enter the new address in this field Send reply emails This displays the default reply email address for this contact list When a to 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 This displays the default bounced email address for this contact list This emails to 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 sett
204. nds before you can use cron jobs effectively Check your script with your hosting administrator before adding a cron job Advanced Unix Style Please choose your experience level 3 Ifyou selected Standard Figure 237 cPanel Standard Cron Setup Please enter an email address where the cron output will be sent NOTE You will receive a message every time this job runs Using your main e mail address is not recommended Entry 1 Command to run Minutes Every Minute Every Six Hours Every Other Minute Hi O 12 AM Midnight Every Five Minutes 1 1 AM Every Ten Minutes 2 2 AM Every Fifteen Minutes sunday Monday Tuesday Delete Wednesday Save Crontab Reset Changes e Paste the command you copied from the email software s Cron command to run field into cPanel s Command to run field e Configure the Minute s Hour s Day s Month s and Weekday s fields Select the frequency you require from the lists Note If you enter an email address in the field at the top of the screen to receive a message every time the job runs bear in mind that this may be quite frequent e Click Save crontab Alternatively click Reset changes to return the fields in this screen to their defaults 4 Ifyou selected Advanced Figure 238 cPanel Advanced Cron Setup 9 Advanced Unix Style This fs a weed interface to the crontab program For example YY Y Weald meen every minute aod O O Y Y would me
205. nfirmed 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 He Nexk 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 By processing bounced emails you can remove contacts from your list whose email addresses are invalid as well as those who can t receive emails because their inbox is Full etc Nest Cancel Bounce Account Details Bounce Email Server Name iat Bounce Email User Mame LE Bounce Email Password feat IMAP Email Account Yes this is an IMAP Account Use Extra Mail Settings 7 Yes use extra mail settings Agree to Delete Emails l I understand that bounced emails will be removed From the inbox I am using to manage them Save Bounce Server Details Yes save these details ha Nes gt 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 emailserver If you selected the Process bounced emails checkbox enter th
206. ng Custom Fields Figure 128 Configuring Checkboxes Create a Custom Field Fill out the form below and then click ext gt bo continue Hex gt Cancel Custom Field Details gp Each walue you enter one per line will hawe its own checkbox For example iF you type in FessEMTER sMo EMTEA ape then 3 separate checkboxes created List oF Values Sort values Alphabetically MHext 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 Figure 129 Configuring Radio Buttons Create a Custom Field Fill out the Form below and then click Mest gt bo continue HMexk gt Cancel Custom Field Details List of Values Sort values Alphabetically Mext 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 r
207. ng 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 4 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 HTML 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 a 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 I Click the Form functions button and select Insert Text Field Figure 166 Insert Text Field
208. ng 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 contact receives five soft bounces it is treated as a hard bounce When a hard bounce occurs the cont
209. nt to make changes for such variations repeat the process above modifying GMT HH MM to reflect the change Problem Want to Add a Contact to Multiple Contact Lists You cannot add a contact to multiple lists using the email software interface However you can create a website form that allows a user to join multiple contact lists 1 Click Forms gt Create website form 2 Select multiple contact lists in the Contact lists custom fields section 3 Ensure that the List choices field appears in the Change field order drag amp drop section See Creating and Editing Forms
210. ntacts 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 subscribed unsubscribed bounced and how active the list is at what times Results per page 10 Pages Page 1 of 1 Back 1 Next Contact List Created Contacts Unsubscribes Action ilh Leads for Sales Team 20 Nov 2007 4 Z wiew Print Ilh Leads from Trade Show Oct 2007 20 Now 2007 1 ilh Newsletter Subscribers From Product Demo s 19 Nov 2007 fly Newsletter Subscribers From Website 20 Nov 2007 fly Webcast Attendees Nov 2007 20 Nov 2007 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
211. nternet 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 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 Lis
212. nting 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 statistics 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 D opened Ez Sent Ta 4 056 Bounced 4 56 Sent When 24 hours after signup E Unopened 18 Created By Demo User E Bounced 1 4 Unopened 16 4 GEE Opened 3 364 3 364 Unique Opens Bounced 56 Opened 2 hy 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 informa
213. ntries cannot be retrieved a Select one or more log entries checkboxes before clicking Delete rc selected entries Select the box at the top of the column to select all log entries Severity This displays the severity of the log entry Notice Warning or Error Error message This displays a short description of the error that caused the log entry Click an entry s Expand icon F to see the full log entry message This displays the origin of the error This displays the date and time that the error occurred Checking Permissions To check that the email software s components have the correct permissions necessary for the application to function correctly 1 Click Tools in the toolbar then click Check permissions Figure 246 Checking Permissions Check the permissions in your application Check the permissions of the files and Folders in your application This will let you know if there are any problems so they can be resolved Start Checking 2 Click Start checking The email software checks your installation s permissions Figure 247 Permission Checking in Progress Permission Checking in progress Please wait while we check all of the permissions in your system Checking permission fincludes config php step 2 of 9 3 When it has finished the permissions report displays You can use this report to assist in troubleshooting problems Figure 248 Permission Report Chec
214. ock 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 This is a Glock of text for your email campaign Enter in your content here Ta ere ste another black eliak oan the Mmeean L ican at the tan Z AJ Z Edit Source Simple mode Note To ensure that 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 Tag BODY Source Preview 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
215. of 3 contacts 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 16 9 KB for the entire send IF your email can t be sent it will be flagged on the Mew Emai Campaigns page with an option to resend it Schedule My Email Campaign Cancel 8 Ascreen 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 Settings 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 1 Important Please Read HYY 4 popup window will now appear through which your email c
216. 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 remove the campaign from the email software 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
217. 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 Pages Page 1of1 Back 1 Next Ci Mame Campaigns Type t Created 4 Last Sent Action Buy Now and Save 15 Buy Now and 16 Dec 2008 Mot Sent Send Edit Copy Delete Buy and Save Promotion Save 15 Variation of Subject Line Eats 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 8 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 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
218. ofthe following e Select the checkbox to the left of the user account s Username and click Delete selected e Click the Delete link in the Action column Configuring User Settings The User setting screen allows you to control a user account s personal details user name password email address time zone etc and administrative settings such as e Whether a footer is added to HTML and text emails e Whether the account is active and may be used to send emails e Whether the user may edit account settings e Whether the user sees email marketing tips e Whether the user may use the HTML editor and use it to produce XHTML output Click User accounts in the toolbar then click the User settings tab Figure 220 User Settings User Details Username Password Password Confirm Full Mame Email Address User Timezone Atlantic Time Canada Caracas La Paz SMT Led HTML Footer Text Footer Event Types Active F Yes this user is active Edit Own Settings 7 ves let this user edit their own settings Show Info Tips vl Yes show info tips Use the WYSIWYG Editor 7 Yes use the WYSIWYG editor J Yes create XHTML output in the WSIW G editor to Recent Activity Log 7 Yes track my recent activity Save Cancel Table 58 User Settings Email address Enter the user s email address required If the user requests the account password it is sent to this address
219. olitical polls for example the larger the test group you use the more accurate and reliable your results will be e 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 do 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 ser
220. olumn 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 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 Email format ay i 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 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 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 2 Contact Lists oe Contacts Email Campaigns Cal Autoresponders 1 Custom Fields ilh Statistics __ _ View All Contacts
221. om in their email address 29 May 2008 5013 view Contacts Edit Copy Delete i Newsletter Subscribers From Product Demos that subscribed after 14 5 2008 29 May 2008 5000 view Contacts Edit Copy Delete r C SS Registerd Web Cast Attendees in New York and Chicago 29 May 2008 view Contacts Edit Copy Delete B amp Registered Attendees For Webcast 29 May 2008 1 view Contacts Edit Copy Delete Page lofi Back 1 Next 2 Click Create a Segment Figure 25 Creating a Segment Configure Segment Create a Segment 4 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 Mame Segment Contacts From Leads for Sales Team 3 active contacts Leads from Trade Show Crt 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 Match Type Match all rules CAND condition amp Match any rule OR condition Segment Rules Filter Contacts where Email Address H contains oT ann O Emaladdess e contams an OO Ema addess A as E NOCD Ema laddress l as A i a O Email Address l hoas A ee Save Cancel 3 Enter a descriptive Segment name 4 Inthe Segment contacts from list select the contact li
222. om 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 Custom email templates can be used as the basis of any new email campaigns you create Learn more about them by reading this article Next gt gt Cancel New Template Details Template Name w Template Format HTML and Text amp Email Template iew Built In Email Templates No preview available Business Generic 1 Newsletter Generic 1 Promotion Generic 2 Newsletter Generic 2 Promotion Generic 3 Newsletter Generic 3 Promotion Generic 4 Newsletter Next gt gt Cancel Show Larger Preview 2 Enter anew 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 templ
223. on displays does not necessarily mean that your email will display poorly there are 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 em Time 9 57 am 12 Apr 2009 GMT 5 00 Using the Home Screen Click Home in the toolbar Figure 195 The Home Screen Home Getting Started Guide Switch to Quick Links ilh Contact Activity for the Last 7 Days What would you like to do It s easy to get started just Follow the simple steps below DA J 1Would Like to What would you like to do It s easy to get started just follow the simple steps below ga e view Contact Lists Create an Autoresponder e Create a Contact List View Contacts View Custom Fields Add a Contact P View Email Campaigns view Custom Email Templates Create Email
224. ontact List and Segment Menu v Contact Lists View All Search Leads For Sales Team L Leads From Trade Show Oct 2007 Newsletter Subscribers From Product Demo s L Newsletter Subscribers From Website L Webcast Attendees Nov 2007 4 Segments View All L All subscribers that contain cor in their email L Newsletter Subscribers From Product Demos that subs L Registerd Web Cast Attendees in New York and Chicago L 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 ie Select a box belonging to a contact before choosing an option from the r 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
225. ontacts 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 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 ka 0 E O List Name amp Created Contacts List Owner Archive Action O E Trade Show Leads Rename Delete F En Leads from Trade 20 Woy 2007 Demo User EJ View Contacts Add Contact Edit Copy Delete Show Oct 2007 e eRe ees re Newsletter fea Subscribers From 19 Nov 2007 Demo User E View Contacts Add
226. options fields These fields allow you to populate the Current options list and specify the Values that are returned in the form e Enter the Text that you want to display in the list e Enter the Value for the list option Note that the Value returned and the Text displayed may be completely different if required e Select Selected if you want the list option to be selected by default e Click Add to include the option in the list e Select an option in the list edit it and 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 e Select an option in the list and click Delete to remove it from the list 4 Select the Type of list e Select Single select to allow the user to select only one option e 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 disp
227. 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 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 f
228. ore information Click Next 6 Use this screen to configure your campaign settings Figure 79 Send an Email Campaign Campaign Settings 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 Nexk gt gt Cancel Email Campaign Settings Send This Email Campaign Flease select an email campaign S Preview Send From This Mame Dema User Send From This Email Address email address com Send Reply Emails to femail address com Send Bounced Emails to email address com Email Scheduling Settings Send Your Email Campaign Now J Yes send my email campaign now funtick to schedule amp Notify Owner About Sending Jw Yes notify the owner of the lists when sending starts and ends Advanced Settings Optional My First Name Custom Field is 4 My Last Name Custom Field is Please select your last name custom field Send Your Email as Multipart 7 Yes send the email as multipart 2 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 T Yes track my campaign using Google Analytics Embed Images as Attachments 7 Yes embed images in the content Nexk gt gt Cancel Table 13 Send an Email Camp
229. orms 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 address 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 j and select Insert form The Insert form screen displays Figure 165 Insert Form Enter the required information and click on the OK button to insert a form into your webpage Mame Action Method
230. ot an Excel or other spreadsheet file e Your CSV file may contain information that breaches the email software s content type rules For example if some of the email address with which you want to populate Email address fields in your contact list do not follow a correct email address convention the data may be rejected e Your CSV file may be too large Break the file into two halves and upload both e PHP on the the email software server may be in safe mode Check with your server administrator Problem Bounced Email Processing Isn t Working Or Is Working Erratically e Bear in mind that for bounce processing to work the email software must have access to the bounced emails If you manually download the bounced emails from the email server before the email software accesses them they cannot be processed by the email software e If you received an error relating to certificates click Settings gt Email settings Look at the Default bounce settings section and ensure that Use extra mail settings and Do not validate server certificate are selected checked Note If you are not using the default bounce settings check that the same settings are configured in the relevant Edit contact list screen If you have set up the same bounce settings for multiple contact lists make sure that the settings are correct in each list that uses the same server for bounce processing If the settings are incorrect in one list all lists using
231. ou 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 shart exporting 5 943 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 contacts 211 of 3 945 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 conta
232. our 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 4 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 http Load Upload more images Dja d i By Baseline Edit Image Insert Image Cancel Images in your documents must be uploaded 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
233. our 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 the 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 softwa
234. out 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 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 gt Figure 174 Custom Fields Insert a Custom Field re Click a list bo see its available custom Fields or choose one of the general custom Fields shown below b General Custom Fields Contact List Mame L Unsubscribe Link L Contacts Email Address L Email Confirmation Link L Subscribe Dake Link to Web version of this Email Link to Contact List archive Company Name Company Address Company Phone Surber b eads for Sales Team Custom Fields b leach fran Trade Show Oct 2807 Custom Fields b Aenne Sudsoibers fram Frodu Demos Custom Fields bo Vewseffer Subscoiberr from Webate Custom
235. owing 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 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 2fa Eall4o Qe Yocaotchainage vas Enter the security code shown ed Update your details Take the following steps to set up or edit a Modify details form See the co
236. ox Enter the addresses in the field that displays Figure 59 Enter Contact Addresses Manually I want to type the email addresses of contacts into a text box e To upload a list of email addresses select I want to upload a file that contains the email addresses of contacts Note The file that you use should contain email addresses only one address to a line Figure 60 Upload List of Contacts to Remove ie I want to upload a file that contains the email addresses of contacts Browse e 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 f you want to delete the contacts permanently select Remove them from my list permanently e f 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 Nexk gt gt Cancel Remove Contacts Contacts to Remove Twant to type the email add
237. p 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 D All day Repeats Does not repeat Where Calendar Description Follow Jg index php Page Subscribers amp Action Edit amp SUbAction oave List des ave 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 TSY File on your computer start by select which lists to import contacts bo From those shown below Mexk gt Cancel Select a Contact List s 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 contacts Newsletter Subscribers From Website 0 active contacts Webcast Attendees Noy 2007 0 active contacts Contact List Nexk gt gt Cancel 2 Select the cont
238. plays 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 displays if the template is available to be used for a new email campaign or autoresponder A cross 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 A cross 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 Click 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 fr
239. ply 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 companyname variable in your emails to this list Note Configure this field and use the 3 companyname3 variable in your emails to adhere to the CAN SPAM act Company address Enter your company address This is used when you add the companyaddress variable in your emails to this list Note Configure this field and use the 3 companyaddress 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 be
240. ppearance and operation upload the page to your website Configuring User Accounts This chapter discusses how to use the User Accounts link in the toolbar Figure 217 The User Accounts Link Home Templates Formas User Accounts Settings Tools Logout Help You are logged imas Demo User System Time 10 16 am 12 4pr 2009 6M7 5 00 User Account Overview The email software allows you to set up and manage unlimited user accounts Use different user accounts to control what different users of the email software may and may not do You may want to do this if only certain employees should have access to email lists while other employees need to design templates or campaigns or if you are providing the email software as a service to clients who must have access to only certain areas of the application User Privileges You can assign different privilege levels and settings to individual users These include e Whether users may edit their own settings e Whether users should see marketing tips e Whether users may edit templates e How many contact lists users may create and how many emails they may send e Whether users may create edit or delete the following autoresponders forms lists segments custom fields campaigns contacts and templates e What kinds of statistics users may view e Whether users may administer and modify settings lists templates or users e Whether users may modify their
241. r 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 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 B
242. r 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 Viewing 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 o BE Opened Created By Demo User Unopened 100 Opened O Total Opens f 0 Unique Opens ei Bounced 0 4 Bounced D Unopened 100 7 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
243. re s URL in the address bar Hit Enter or click Go Figure 2 Login Screen Login with your username and password below Username Password Home Page X _ 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 each 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 Ifyou 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 Cli
244. re 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 displays the date and time at which the split test completed sending the test emails Action e Click View to see detailed statistics about the split test See Viewing Detailed Split Test Statistics e Click Export to save a split test s statistics as a CSV Comma Separated Value file See Exporting Statistics e 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 e 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
245. reen 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 E i a a g i eS a Fel ga V u Se b g Default Size 1 A k ai 7 baal Image Custom Fields This email was Forwarded ta vou by s REFERRER EMAILS HTML Tag BODY Edit source Preview Complete mode Get Text Content Fom Editor Email Header Text This email was forwarded to you by SREFERRER EMAILS Hext 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 Enter the text that displays in the plain text header text 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
246. 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 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 WEJ 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 subsc
247. required information and click on the OK button to insert a checkBox into your webpage Initial Value Initial State Unchecked Style Mame 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 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 Ini
248. resses 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 m list amp Next gt gt Cancel Viewing Suppressed Email Addresses Suppressed email addresses are those to which email addresses 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 Email addresses included in a suppression list will never be emailed even if they are still subscribed to a contact list Next gt gt Cancel Select a Contact List s Show Suppressed Emails for 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 Moy 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 Ema
249. riber 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 Defaut 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 to 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
250. rresponding 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 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 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 four Name four Email Address asemalo Your Friends Name OoOo four Friends Email Address Hey I found this really interesting newsletter that I thought you might like to read for yourself Send to
251. s 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 of 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 Go Results per page 10 x Pages Page 1 of 1 Back 1 Next 0 Email Campaign recent List Name t Date Started 4 Date Finished Recipients amp Unsubscribes 4 Bounces 4 Action E Leads From Trade November 21 2007 November 21 2007 ily Trade Show Follow Up Show Oct 20077 3 14am ices 5 1 1 View Export Print Delete Newsletter Introducing Gur Latest Subscribers From November 192007 Movember 19 2007 l Product Product Demo s 9 09 am 9 14 am anu view Export Print Delete Table 31 Viewing Email Campaign Statistics Choose an action Select one or more email campaigns select an option from th
252. s To set up cron jobs you need to e Configure cron settings in the email software see Configuring Cron Jobs in the Email Software e Configure your server s crontab file to run the cron job see Configuring Cron Support on Your Server Configuring Cron Jobs in the Email Software Take the following steps to configure cron jobs in the email software 1 Click Settings in the toolbar Then click the Cron jobs tab Figure 233 Settings Cron Jobs Scheduled Send Settings Do You Want to Enable Cron Support F Yes I want to enable cron support How can I enable cron Cron Command to Run MAMMA MAMMA MEME RM MAAME RA A A RAMA ME ERA A AR AR EAA Cron Run Time Cron runs every 18 hours 32 minutes gp When you add the cron command above to your crontab it needs to run at least as frequently as khe gun Ererp times you choose below Learn why Job Type Last Run Aext Run Run Every Autoresponders Has Mot Run Yet 15 Minutes E Bounce Processing Has Mot Run Yet Aor Scheduled Sending Has Not Run Yet SMinutes Triggers Sending Has Mot Run vet Disable Triggers Processing Has Mot Run vet Disable Split Test Campaigns Has Mot Run vet Disable Save Cancel 2 Select Yes I want to enable cron support If you want to turn the email software s cron support off deselect Yes want to enable cron support The rest of the fields in this screen are hidden Note Cron is enabled by default 3
253. s Fromm Product Demo s Newsletter Subscribers From Product Demo s Newsletter Subscribers From Product Demo s Newsletber Subscribers Fromm Product Demo s Newsletber Subscribers From Product Demo s Newsletter Subscribers Fromm Product Demo s Newslether Subscribers Fromm Product Demo s Newslether Subscribers Fromm Product Demo s Newsletber Subscribers From Product Demo s Action 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 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 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 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 Segments view ll All subscribers that contain corm in their ernail L Newsletter Subscribers From Product Demos that subs L 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 c
254. s 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 statistics 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 BE Opened 7s Bounced 4 207 Unopened 21 B Bounced 4 Unopened 21 y 1 067 Opened i75 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 Oct Sep Aug Jul Jun May Apr Mar Feb Jan Dec Noy This displays the number of instances on the y up axis and the time on the x across axis Note that th
255. s from the email software do so Figure 214 Paste HTML into Web Development Application Da not modify the MANE value of any of the INPUT tields the FORE action or any of the hidden fields eg input typeshidden bese are all ceqaiced for this form te function correctly aa style NyForm td input select textarea checkbox i font family georgia tahma apm beckgreand coloc 464440 berdect Ipx olid Peding Lope 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 Pis Ede View bet Mody Text Commancs Site Windy Hep Tiindert Common Layout Forms Doa Spey Tet Pavoribes aopn 2 08o D F il gs B gt FA chik Page ri World EPEPEPPETETETETETETEPEAN fe Se T Sign Up for Our Newsletter E oOo Cet all the Latest travel deals sent shrabght bo your inbox Thal ki I ls akable gt diry dhis chable gt chro chdLboh Texts cp sbeSs PY iii ve Be ee a eee T Properties IF u ees J css mijesa uf __ a ej Fone Verdana aril s a fee MM aooe ga iE aaa Taroa Test the page into
256. s icon again to return to windowed mode a pe 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 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 7 Match case Replace O 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 it 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
257. s the following lists to allow the user to access contact lists configured in the user s account plus the other lists that display below if other contact lists are already configured Note The other permissions in this screen also affect this section For example users of an account which has Edit contact lists turned off in the List permissions section will not be able to view segments for other accounts even if they are permitted to in this section Segment list This section controls the templates that users of this account may use Select All templates to allow users of this account to use every template stored in the email software Select User s own templates plus the following to allow the user to access templates configured in the user s account plus the custom templates that display below if custom templates already exist Note The other permissions in this screen also affect this section For example users of an account which has View segments turned off in the Segment Permissions section will not be able to view segments for other accounts even if they are permitted to in this section Templates This section controls the contact list segments that users of this account may use Select All segments to allow users of this account to use every contact list segment stored in the email software Select User s own segments plus the following lists to allow the user to access contact list segments configured in the user
258. see the version of this HTML version of the email stored on the email email software server Link to contact 6omailinglistarchive ss 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 a email software server Company name scompanyname Your Your company s name s name Company Sscompanyaddress Your company s address address 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 Content Block Heading YOU EMmal ur content here To create another text block njait 1 10 CFOSle an i boon of tee top mgnt he nd corner e Click the add block icon to insert a duplicate of the selected block directly after the select
259. series of emails to potential customers automatically is a great way to increase sales and customer loyalty with minimal Fuss whether or not you run an online business Find out how If you do not want the user of this account to see marketing tips deselect this option Select this if the user may use the HTML WYSIWYG What You See Is What You Get editor in the Email campaigns gt Create an email campaign screens and the Templates gt Create a custom template and Templates gt Custom email templates gt Edit custom template screens if the user is permitted to modify templates Select this if you want the user to see a list of recently visited pages at the top of each screen The user can then click a link to jump back to the relevant page Configuring User Restrictions Use the User restrictions screen to configure the number of contact lists users may create and the number of emails users may send Click User accounts in the toolbar then click the User restrictions tab Figure 222 User Restrictions User Restrictions Number of Contact Lists Emails Per Hour Emails Per Month Total Number of Emails M Unlimited contact lists 4 Unlimited emails per hour M Unlimited emails per month W Unlimited emails Table 59 Create User User Restrictions Number of contact lists Emails per hour Emails per month Total number of emails Select Unlimited contact lists if users of this account may create
260. sers may upload to the email software server Enter the maximum image height y axis in pixels If you want to add information to every HTML email enter the information here Note If you also set a user specific HTML footer see Configuring User Settings the global footer displays after the user specific footer If you want to add information to every plain text email enter the information here Note If you also set a user specific text footer see Configuring User Settings the global footer displays after the user specific footer Force Unsubscribe Select this to ensure that all emails and autoresponders sent by users Link include an unsubscribe link the unsubscribelink variable Deselect this to allow users to send emails and autoresponders without unsubscribe links Allow Select this to allow users to attach files to their emails and Attachments autoresponders Deselect this to forbid users from attaching files Allow Embedded Select this to allow users to embed images in their emails and Images autoresponders Deselect this to forbid users from embedding images Send in Test Mode Select this to activate test mode In test mode emails are not sent This allows users to test the email software without the danger of sending emails to contact lists Deselect this to deactivate test mode Mail Server Details Use SMTP Server Use the fields in this section to configure global SMTP settings e Select Use
261. sfully 7 contacts were imported successfully O contacts were updated successfully O contacts contained duplicate email addresses O contacts are unsubscribed O contacts are suppressed from joining this contact list O contacts contained bad data O contacts were nok 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 4 amp copy of your contact list can be exported to a C5 File thak vou can download to your computer Please choose which contact list you wish to export From Mexk gt gt Cancel Search Options I Want fo 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 v All Lists T Leads for Sales Team 4 active contacts Leads from Trade Show Oct 2007 7 active contacts T Newsletter 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 Nexk gt Cancel 2 Select a Sear
262. stgreSQL v7 4 and above Checking For Updates To check whether updates to the email software are available click Tools in the toolbar then click Check for update If an update is available a message to that effect displays Figure 244 Update Available Software Version Check You are currently running version 5 5 5 4 new version 5 5 10 is available For download OK Click OK to close the window Viewing Error Logs To see the email software s PHP error log click Tools in the toolbar then click View error logs Figure 245 Viewing Error Logs Error Logs View 4 list of PHP errors warnings and notices From the tools menu Delete Selected Entries Delete All Entries Results per page 10 Pages Page 1 of 110 Severity Error Message Error Source Date Matic pe Cannot include File a that is set bo be included when Int Apr 12 2009 okice ite is being triggered ae 16 21 53 notice q Cannot include File Chat is set bo be included when trema Apr 12 2009 is being triggered 16 71 42 Notice z Cannot include file that is set bo be included when ee Apr iz 2009 sive f is being triggered Da 16 21 36 Table 65 Viewing Error Logs Delete selected Select one or more entries checkboxes and click this to remove entries them from the email software Deleted log entries cannot be retrieved Delete all entries Click this to remove all log entries from the email software Deleted log e
263. sts 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 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 lis
264. t Email addresses included in a suppression list will newer be emailed even if they are still subscribed to a contact list Save Cancel Suppression Email Domain Details T Wank to Suppress Contacts From Global Suppression All Lists Emails or Domains to Suppress I want to type the email addresses domains to suppress into a text box I want 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 want to suppress contacts from list 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 ta 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
265. t 5 008 Total Opens See Total Unique Opens 3 732 Opened 75 Total Bounces 208 The following table describes the tabs in this screen Table 42 Detailed User Account Statistics User account Use this tab to see statistics about 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 3 Ifyou 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 t
266. t Activity Status Confirmed eee re Email Address oo o Action Newsletter Subscribers From email 1000m domain com 19 Noy 2007 HTML Active Confirmed Product Demo s View Log Event Edit Delete Newslether Subscribers Fromm email 1001M domain com 19 Noy 2007 HTML Active Confirmed Produce Demas View Log Event Edit Delete Newsletter Subscribers From emailt 1002t domain com 13 Noy 2007 HTML Active Confirmed Product Demos view Log Event Edit Delete Newsletter Subscribers From email 1003t domain com 19 Mow 2007 HTML Active Confirmed Product Demo s view Log Event Edit Delete Newslether Subscribers Fromm email 1004m domain com 19 Noy 2007 HTML Active Confirmed Padat Gemi View Log Event Edit Delete Newsletter Subscribers From email 100St damain com 13 Noy 2007 HTML Active Confirmed Produce Gamo s View Log Event Edit Delete Newsletter Subscribers From email 1006tdomain com 19 Mow 2007 HTML Active Confirmed Product Demo s View Log Event Edit Delete Newslether Subscribers From email 1007m domain com 19 Noy 2007 HTML Active Confirmed Produce Demag View Log Event Edit Delete Newsletter Subscribers From email 1008taidomain car 19 Noy 2007 HTML Active Confirmed Produce pera View Log Event Edit Delete Newsletter Subscribers From Product Demo s E e m mm oO o 0 o0 o 8 h h h h gt h h h h h email 1009 domain corm 13 Mov 2007 HTML Active Confirmed View Log Event Edit Delete Pa
267. t BODY gt a N aa nf Insert a Custom Field Insert Unsubscribe Link 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 If possible keep your text to the left of the gray line above Why Insert a Custom Field Insert Unsubscribe Link Get Text Content from Editor Email alidation Email Client Compatibility View your email in different email programs Miscellaneous Options Activate Template M Yes this template is active 9 Global Template IV Yes this template is global Save Save And Exit Cancel Edit Source I Preview Complete mala 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
268. t 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 the original email uses frames the new file opens in the same frame as the link Whole page _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 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 Softwar
269. t 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 statistics 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 Gur Latest Product E Opened 75 Contact List Newsletter Subscribers From Product Demo s r jea Bounced 4 207 nopene Start Sending Movember 19 2007 9 09 am Finished Sending Movember 19 2007 9 14 am a i Unopened 21 1 067 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 4 52 Click Ehrough Rate F4 52 Sedona sy 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 percen
270. t by entering a name and choosing who should receive it and then click the ext gt gt button Get help on autoresponders here Mexk 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 Atbendees Noy 2007 0 active contacts Nexk 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 Skart by entering a name and choosing who should receive it and then click the ext gt button Get help on autoresponders here Next gt gt Cancel Autoresponder Details Name this Autoresponder LEN Search Options This Autoresponder Should Go to 4 all contacts in my list with a status of confirmed C Only contacts who match my search criteria below Next gt Cancel 3 Enter a name for the autoresponder in the Name this autoresponder field 4 Ifyou 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 con
271. t 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 42009 Clear lt Prey Today ap gt z200 Tu We Th Fr 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 Show Me O view specific contacts from within the selected lists below View all contacts within the selected segments below Select a Contact List s Contact List Td All Lists o Leads for Sales Team 3 active contacts Leads from Trade Show Oct 2007 7 active contacts
272. t one or more triggers select an option from the list and click Go to perform the selected action Select a box belonging to a trigger before choosing an option from the r Choose an action list Select the box at the top of the column to select all triggers This displays the name of the 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 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 trigge
273. t 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 bo add them to alternatively vou can import contacts From a file Nexk 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 Noy 2007 0 active contacts zie Next 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 Gddress E Email Format HTML x amp Confirmation Status Confirmed m ka Custom Field Details First Mame l Birthday select select select mH g Save Save nd Exit Cancel 3 Enter the contact s details e Enter the contact s Email address e Sel
274. 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 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 co
275. tact All contact lists Q All segments Y g 4ll templates od Save Cancel Table 60 Create User User Permissions Administrator type Specify the type of user for this account Either select an option from the drop down list or select Custom and select the options in the rest of this Autoresponder permissions Website form permissions List permissions Segment permissions Custom field permissions screen manually e Select System administrator to give the user access to all aspects of the email software except the XML API Select List administrator to give the user access to the features listed in the List permissions section of this screen Contact list statistics in the Statistics permissions section and the List administrator option of the Administrator permissions section Select Email campaign administrator to give the user access to the features listed in the Email campaign permissions section of this screen and View Email Campaign Statistics in the Statistics permissions section Select Template administrator to give the user access to the features listed in the Template permissions section of this screen and the Template administrator option of the Administrator permissions section Select User administrator to give the user access to User account statistics in the Statistics permission section User administrator in the Administrator permissions section and User SMTP Settings
276. tacts 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 i Match Format Either Format Ead Match Confirmed Status Confirmed LE Clicked On Link C Yes filter by link Opened Email Campaign Filter by Custom Fields First Name ka 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 Match 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 i Yes Filter by link Has clicked
277. tage 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 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 unsubscri
278. tatistics 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 Viewing 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 statistic
279. tatus User Type Action A demo Demo User Active System Administrator wiew 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 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 Dero User Statistics Snapshot User Summary Chart User Created November 19 2007 6 57 am aaa Opened 75 User Last Logged In Gctober 7 2008 10 26 pm m Unopened 24 PARE a Last Email Campaign Sent Wovember 21 2007 3 14 am ae maunda Contact Lists 7 Unopened 21 1 068 Autoresponders Created Email Campaigns Sent Z Emails Sen
280. 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 software 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 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 furt
281. that server are adversely affected Problem Cron Isn t Working Ensure that cron is enabled in the Settings gt Cron jobs screen Ensure that the cron job is correctly configured for example ensure that it is set to use the full path for example usr bin php f path to iem admin cron cron php and not path to iem admin cron cron php Ensure that the email or autoresponder send or bounce processing is not set to run more frequently than the cron job on your server If you are a Windows user ensure that Scheduled tasks are set to run frequently enough Ensure that your cron job is set to use the correct path to PHP Problem Can t Edit Forms Receive Internal Server 500 Errors e You may experience this problem if your server has mod_security enabled Check with your server administrator Alternatively disable mod_security by adding an htaccess file to the email software s root directory including the following lt IfModule mod_security c gt Turn off mod_security filtering SecFilterEngine Off The below probably isn t needed but better safe than SOLE SecFilterScanPOST Off lt IfModule gt Problem Can t Save Campaigns Autoresponders or Other Settings e Make sure your user permissions allow you to perform the desired action Check with the email software administrator in your organization or check the User accounts gt Edit gt User permissions screen e Make sure that
282. the first three lists and select the hour minute and AM PM in the last three lists Notify owner Select this if you want to send an email to the list owner when a about sending scheduled campaign starts sending and another when it finishes sending Advanced settings optional My first name If your email campaign uses a custom field to define a recipient s first custom field is 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 My last name If your email campaign uses a custom field to define a recipient s last custom field is 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 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 Track links clicked Select this to have
283. the following steps to change the properties of a cell in an existing table ina 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 4 and select Modify cell properties The Modify cell properties screen displays Figure 164 Modifying Cell Properties Enter the required information and click on the OK button to modify the properties of your table cell Background Zz Cell Width Color D Align Cell Height Horizontal lett g x wees midde Align style OK Cancel 3 Ifyou want to define a Background color for the cell click the color picker icon 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 selecte
284. tial state list 1 Click the Form functions button and select Insert Radio Button Figure 171 Insert Radio Button P Enter the required information and click on the OK button to insert a checkBox into your webpage Mame Initial Value Initial State Unchecket Style ka 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 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 Click 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 Click the Form functions button and select Insert Select Field Figure 172 Insert List Box y Enter the required information and click on the OK button to insert a select field into your webpage Mame Maintain Options Selected C Current Options Text Valle Pe Single Select r Delete Update 2 Enter the radio button s Name 3 Configure the Maintain
285. tiddeeain con ETEL SConfiemed 11 1i i007 lt recerd gt Semel bela A deme Gime MTEL Confirmed 11s ei Don PES k emat letdidomain com ETEL Confirmed 11 19 2007 Bild idei senat aiana comeiebi epai l i domain ppe ETEL Confirmed 25 18 2007 afield ide HTML field enai 14260 dcmein com ETEL Cond iredi 84 19 2007 emai L427 domain coe TEL Goni ireed Tig e007 Berai beceidemain coe TEL Confirmed 11 1 aooss Berai bediidemain coe TEL Confirmed 11 noose field id r Confirmed Ufield gt field ide Fe 1112007 afield frecerd gt recerd gt field id ema 29 doman comifield afield id HTML field field ida 2r Continmed field held id Fa 12007 eld ireeord gt record Alternatively right click Click here to download the export file and select Save link as Figure 56 Save Exported Contacts File Open Link in New Window Open Link in New Tab Bookmark This Link Save Link As Send Link Copy Link Location Properties Send to Page Info 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
286. tion 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 also 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 us
287. tistics 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 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
288. to Quick Link Create a Custom Field Days 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 e 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 inserting the fields into your emails e 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
289. tom 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 e 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 e 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 on or after the event e 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
290. ts 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 Ea 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 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 Click this to go to the archived list of email campaigns sent to this list Action Click View contacts to see a list of the contacts belonging to the contact list See Viewing Contact List C
291. ts 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 nd 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 The Kind of Test to Run Find a winning email and show me the results amp Your emails will be sent in equal groups to your entire list You can then view the best performing email From the split test statistics page C Finda winning email then send it to my list automatically eo Emails will be sent in equal groups to 10 Sb of your list The best peforming email will then be sent bo the rest of your list 8 hours later Results of the split test can be viewed From the split test statistics page Save 4nd Send Save And Exit Cancel Table 15 Creating
292. ts in the navigation bar select View segments and then click the View contacts link next to a segment You can e Add anew 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 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 selected contact 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 aS AS ere ake Shah Mi E ne TE4rcn OY emal address add ress APER ah 4 contact is a person that has been added or has subscribed to your conkact 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 Ea Results per page f 10 Pages Page 1 of 502 Date Added Email Forma
293. ttempts detected Please wait 15 minutes before atkempting to login again Username Password Take Me ta Home Page E Remember my details Login Forgot vour password You can also set a time delay for the login screen When you do this a user who has provided incorrect login details must wait the specified number of seconds before being able to attempt to log in again To manage the email software s login security settings 1 Click Settings in the toolbar then click the Security settings tab Figure 240 Settings Security Settings Login Failure Wait Security Settings Enable Login Failure Wait M Yes enable login Failure wait security Feature Sd f in Fai Delay login Failure for 5 zl second s Login Failure IP Ban Security Settings Enable Login Failure IF Ban Yes enable login failure IF Ban security feature Threshald 5 Failed attempts in 5 minutes Ban IP For 5 moines Save Cancel 2 If you want to set a time delay for login attempts select Enable login failure wait and select the delay time in seconds from the list that displays 3 Ifyou want to prevent users who repeatedly provide incorrect login information from attempting to log in again after a specified time select Enable login failure IP ban In the Threshold field select the number of failed login attempts permitted from the same IP address in the first list and the time period in which these fai
294. tware uses Database Prefix Enter text to affix to tables Use this if your database includes multiple tables Database Version This displays the version number of the database application the email software is using Note The email software supports MySQL v4 o and above and PostgreSQL v7 4 and above License Key Details License Key Enter the license key you were given when you purchased the email software Note If you are not sure what to enter here contact your vendor Test Sending Test Sending Enter an email address to which you have access in this field and click System Send to test the email sending system If the email arrives in the address s inbox the sending system is working correctly Note Configure global email server settings in the Email settings tab s Mail server details section 2 Click Save to save your changes Alternatively click Cancel to return to the Home screen without saving any changes Managing Email Settings Use the Email settings screen to view and manage global email settings relating to e Email size rate and number e Resend attempts e The maximum size of images users may upload and use in campaigns e Email footers e Unsubscribe links e Attachments e Embedded images e Test mode when in test mode no emails are sent to contacts e Mail server details e Default bounced email settings Note The fields in this screen control global settings To configure us
295. u 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 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 confirmation email Confirmation Design the HTML version of the confirmation email in this section See email HTML Using the HTML Editor for information Confirmation Design the plain text version of the confirmation email in this section email text See Using the Text 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 Click this
296. ully 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 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
297. ures templates contact lists and so on to which each user has access Settings Click this to go to the Settings screen where you can view and change global system email and scheduling security and addon module settings Click this to see a menu that allows you to check information about your server s configuration check for updates to the email software view the PHP error log and check the email software s components file permissions Click this to log out of the email software You will need your user name and password to log back in 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 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 you manage contacts manually upload or download a file of contacts and manage suppression lists Note The email software uses CSV
298. ustom Field is My Last Name Custom Field is Send to Existing Contacts Sending Options Send this Autoresponder Advanced Options Send Your Email as Multipart Track Open Rates For HTML Emails Track Links Clicked in this Email Embed Images as 4thachments Autoresponder Content IWant to Please select your name custam Field bi Yes send this autoresponder to existing contacts amp as soon as the contact joins my list after the contact has been on my list For lo hours Jw Yes send the email as multipart amp J Yes track opening of HTML emails oe M Yes track all links in this email campaign 8 T Yes embed images in the content ey Create the content of my autoresponder From scratch C Use a template as the basis of my autoresponder e Nexk 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 disp
299. utoresponders and bounced emails and a variety of other tasks Event Log The email software s event log is a 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 toa contact is logged automatically and you can also manually log all 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 in to 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
300. ver 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 Go Results per page 10 Pages Page 1 of 1 Back 1 Next i Name amp Subject Created amp Last Sent Email Format Active Archive Action Copy of Monthly Newsletter Oc 11 wedding Season So Get Ready 21 Nov 2007 Not Sent HTML and Text View Send Edit Copy Delete Buy Now and Save 20 Buy Now and Save 20 20 Noy 2007 Not Sent HTML and Text view Send Edit Copy Delete Trade Show Follow Up Did you like our trade show last 20 Nov 2007 21 Novy 2007 HTML view Send Edit Copy Delete lech 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 Bence Introducing Our Latest Product 19 Nov 2007 19 Novy 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 beg
301. view Print Delete Product Demo s after signup apes ane eee ills First Follow Up Leads For Sales Team ME 5 1 0 view Print Delete mik 4 Few Tips to Get the Most from Gur Widgets Newsletter subscribers From oe hours 255 view Print Delete Product Demo s after signup Table 35 Viewing Autoresponder 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 Pri
302. 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 computer 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 ins
303. which you placed the form in a web browser Figure 216 Subscription Form in a Web Page _ Sign up for travel dea C3 lIravelerWorld World Without Borders Sign Up for Our Newsletter First Name straight to your inbox e R address Get all the latest travel deals sent Preferred Format ances E Newsletter Subscribers From Website W Webcast Attendees Nov 2007 Enter the security Ea 48h8v code shown F F Amie b Tag Inspector x Files Pie ECE A Lined Re T ioca vis w trael e Si Ste Unnamed Si Polder A nore KB Opera 25 ni pridet IED eer H mm preg KB pera F i b a Log E Hibory 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 Force an error by entering an incorrect CAPTCHA security code for example to ensure that the error page displays correctly 8 When you are happy with the form s a
304. 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 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 a
305. xt Paste from MS Word Modify Table Properties Modify Cell Properties lt amp it amp amp Insert Column to the Right B HE Insert Column bo 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 width 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 JB x 174 4441 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 eeeeeeeeereres d Gp 5 gt Click the left arrow f to add a
306. you have the permissions necessary to write to the email software server s admin includes config php file and the admin temp folder and all sub folders If you are unsure check with your host Problem I m Having Trouble with the WYSIWYG HTML Editor Check that the HTML code you are using is valid You can use an online service such as the World Wide Web Consortium s HTML validator tool available at the following URL http validator w3 org Make sure that the browser you are using to edit your template email or autoresponder does not have the Skype toolbar Skype add on or RealPlayer toolbar installed If you have any of these installed disable or uninstall them They can adversely affect the HTML code in the editor Problem Want to Change the Time Zone e If you want to change the time zone of an individual user see Configuring User Settings e If you want to change the email software s core time zone you must edit the email software database The setting is located in the email_config_settings table Contact your server s administrator Alternatively perform the following SOL query to reconfigure the core time zone UPDATE email_config_settings SET areavalue GMT HH MM WHERE area SERVERTIMEZONE where HH MM defines the number of hours HH and minutes MM after Greenwich Mean Time GMT Note The email software does not make allowance for daylight savings time and other such regional variations If you wa
307. 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 Designing 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 selectio

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