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InterspirePty.Ltd. UsersGuide
Edition1.3 April2009
AboutThisUsersGuide
HowtoUseThisUsersGuide
ThisusersguidedescribesInterspireEmailMarketersGraphicalUserInterface(GUI).It showsyouhowtouseeachscreenintheGUI. UsetheIntroductiontogetabasicoverviewofInterspireEmailMarketer.Seepage23. UsetheGettingStartedchaptertostartsendingemailsrightaway.Seepage27. UsetheTableofContents(page5),ListofFigures(page11)andListofTables(page19) tofindinformationaboutaparticularscreenintheGUI. UsetheIndextofindinformationonaspecifickeyword.Seepage271. UsetheTroubleshootingchaptertodiagnoseandsolvespecificproblems.Seepage267. UsetherestoftheusersguidetoseeindepthdescriptionsofInterspireEmail Marketersfeatures.Thechaptersareroughlyarrangedinorderofthefrequencywith whichyouarelikelytousethemwhenconfiguringInterspireEmailMarketer.
CustomerSupport
IfyouhaveaproblemwithInterspireEmailMarketerthatisnotcoveredinthisUser'sGuide ortheonlineknowledgebase(clicktheHelplinkinthetoolbar),pleasevisittheInterspire onlinesupportcenter: https://www.interspire.com/support/
ABOUTTHISUSERSGUIDE
TableofContents
AboutThisUsersGuide.................................................................... 3
HowtoUseThisUsersGuide ............................................................................ 3 CustomerSupport............................................................................................. 3
I:Introduction......................................................... 21
Introduction .................................................................................. 23
WelcometoInterspireEmailMarketer ............................................................ 23 InterspireEmailMarketerOverview ................................................................ 23
Contacts .............................................................................................................. 24 Contactlists ......................................................................................................... 24 ManualInput,CSVFilesandWebsiteForms......................................................... 24 Templates............................................................................................................ 24 EmailCampaignsandSplitTests ..........................................................................25 AutorespondersandTriggers................................................................................25 CustomFields .......................................................................................................25 EmailTracking ..................................................................................................... 26 BounceTracking .................................................................................................. 26 Cron..................................................................................................................... 26 EventLog............................................................................................................. 26
TABLEOFCONTENTS
SortingLists ......................................................................................................... 32 NavigatingLists.................................................................................................... 32
II:TheNavigationBar ............................................. 35
UsingContactLists .........................................................................37
ContactListOverview......................................................................................37
ContactListInformation....................................................................................... 37 BouncedEmails .................................................................................................... 38 ContactListSegments ......................................................................................... 38 ContactListGroups .............................................................................................. 39
ViewingandManagingContactLists .............................................................. 39
ManagingContactListGroupFolders................................................................... 41 ViewingContactListContacts ..............................................................................42
UsingContacts ...............................................................................55
ContactsOverview.......................................................................................... 55
EventLoggingOverview....................................................................................... 56
UsingEmailCampaigns ...................................................................81
ViewingandManagingEmailCampaigns ........................................................ 85 CreatingandEditingEmailCampaigns............................................................ 87 SendingEmailCampaigns ............................................................................... 91 ViewingandManagingSplitTests................................................................... 97 CreatingandEditingSplitTests.......................................................................99 PerformingaSplitTest.................................................................................. 101 ViewingScheduledEmailCampaigns ............................................................ 106
UsingAutorespondersandTriggers................................................109
AutorespondersOverview ............................................................................. 109 TriggersOverview ......................................................................................... 109 ViewingAutoresponders ............................................................................... 110 CreatingandEditingAutoresponders............................................................ 112 ViewingandManagingTriggers .................................................................... 120 CreatingandEditingTriggers ........................................................................ 122
TheGeneralSettingsTab....................................................................................122 ConfiguringTriggerActivationOptions ........................................................124 TheSendingOptionsTab....................................................................................126
UsingCustomFields ......................................................................129
CustomFieldsOverview ................................................................................ 129 ViewingandManagingCustomFields ........................................................... 130 CreatingandEditingCustomFields............................................................... 130
ConfiguringaTextField ...................................................................................... 132 ConfiguringaMultilineTextField........................................................................ 133 ConfiguringaNumbersOnlyField ...................................................................... 133 ConfiguringaPickList ........................................................................................ 134 ConfiguringCheckboxes ..................................................................................... 135 ConfiguringRadioButtons ..................................................................................136 ConfiguringaDateField...................................................................................... 137
UsingStatistics .............................................................................139
StatisticsOverview........................................................................................ 139 ViewingEmailCampaignStatistics................................................................ 140
TABLEOFCONTENTS
ViewingDetailedEmailCampaignStatistics....................................................... 141
ViewingTriggerStatistics ..............................................................................147
ViewingDetailedTriggerStatistics..................................................................... 148
ViewingContactListStatistics...................................................................... 149
ViewingDetailedContactListStatistics ............................................................. 150
ViewingUserAccountStatistics.....................................................................152
ViewingDetailedUserAccountStatistics ........................................................... 153
ManagingStatistics .......................................................................................153
ExportingStatistics ............................................................................................ 153 PrintingStatistics ............................................................................................... 154 UsingtheDetailedStatisticsScreens.................................................................. 156
UsingtheTextEditor .....................................................................................195
CreatingaPlainTextEmail ................................................................................. 195
UsingTemplates ...........................................................................205
TemplatesOverview ..................................................................................... 205
HowTemplatesWork .........................................................................................205 AdvantagesofTemplates ...................................................................................205 BuiltinandCustomTemplates ...........................................................................205 TestingYourTemplate ...................................................................................... 206
ViewingBuiltInEmailTemplates.................................................................. 211
UsingForms .................................................................................213
FormsOverview ............................................................................................ 213 ViewingandManagingForms ....................................................................... 213 CreatingandEditingForms ........................................................................... 214
CreatingorEditingaSubscriptionForm..............................................................215 CreatingorEditinganUnsubscribeForm ............................................................215 CreatingorEditingaModifyDetailsForm...........................................................216 CreatingorEditingaSendtoFriendForm........................................................... 217 ConfiguringBasicFormSettings ......................................................................... 217 DesigningaConfirmationPageandEmail ......................................................... 220 DesigningaThankYouPageandEmail ............................................................. 222 ConfiguringForwardedEmailHeaders............................................................... 224 DesigninganErrorPage......................................................................................225 AddingaFormtoYourWebsite ......................................................................... 226
ConfiguringUserAccounts.............................................................231
UserAccountOverview ................................................................................. 231
UserPrivileges .................................................................................................... 231
ManagingUserAccounts............................................................................... 232
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TABLEOFCONTENTS
CreatingandEditingUserAccounts.................................................................... 232 DeletingUserAccounts ...................................................................................... 232 ConfiguringUserSettings................................................................................... 233 ConfiguringUserRestrictions ............................................................................. 235 ConfiguringUserPermissions............................................................................. 236 ConfiguringEmailSettings .................................................................................240 ConfiguringGoogleCalendarSettings................................................................ 241
UsingInterspireEmailMarketerSettings........................................ 243
InterspireEmailMarketerSettingsOverview ................................................ 243 ManagingApplicationSettings ..................................................................... 243 ManagingEmailSettings .............................................................................. 245
ManagingGlobalSMTPSettings ........................................................................249
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ListofFigures
Figure1InterspireEmailMarketerOverview .............................................................. 23 Figure2LoginScreen .................................................................................................29 Figure3TheInterspireEmailMarketerInterfaceataGlance ...................................... 31 Figure4RecentActivityLog ....................................................................................... 31 Figure5Tooltips ......................................................................................................... 32 Figure6KnowledgeBaseLinks................................................................................... 32 Figure7NavigatingLists............................................................................................. 32 Figure8TheToolbar................................................................................................... 33 Figure9TheNavigationBar ....................................................................................... 33 Figure10TheContactListsMenu ............................................................................... 37 Figure11ViewingContactLists ..................................................................................40 Figure12ContactListGroupFolders .......................................................................... 41 Figure13CreateNewFolder ......................................................................................42 Figure14RenameFolder ...........................................................................................42 Figure15ViewingContactListMembers .................................................................... 43 Figure16ContactListandSegmentMenu.................................................................. 43 Figure17CreateorEditaContactList ........................................................................ 45 Figure18ProcessingBouncedEmails ......................................................................... 47 Figure19ProcessingBouncedEmails:EnterServerDetails ........................................48 Figure20ProcessingBouncedEmails:StartProcessing..............................................49 Figure21ProcessingBouncedEmails:Progress ..........................................................49 Figure22ProcessingBouncedEmails:Summary ........................................................49 Figure23ViewingSegments....................................................................................... 50 Figure24CreatingaSegment..................................................................................... 51 Figure25CreatingaSegment:ConfigureSegment .................................................... 51 Figure26ViewingaSegmentsContacts .................................................................... 53 Figure27ContactListandSegmentMenu.................................................................. 53 Figure28TheContactListsMenu............................................................................... 55 Figure29ViewingContacts ........................................................................................ 57 Figure30ContactListandSegmentMenu.................................................................. 58 Figure31ContactEventLog ....................................................................................... 58 Figure32ViewContact ...............................................................................................59 Figure33ManualEventLogging:Step1...................................................................... 61 Figure34ManualEventLogging:SelectDateandTime.............................................. 61 Figure35SearchingContacts:ChooseListorSegment...............................................62 Figure36SearchingContacts:FilterandShowFields.................................................. 63 Figure37SearchingContacts:FilterByDateSubscribed............................................. 63 Figure38SearchingContacts:FilterByLink ...............................................................64
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LISTOFFIGURES
Figure39SearchingContacts:FilterByOpenedEmail ............................................... 64 Figure40AddaContact:SelectContactList .............................................................. 65 Figure41AddaContact:AddContactDetails ............................................................ 65 Figure42GoogleCalendar:ConfigureReminder........................................................ 66 Figure43GoogleCalendar:ViewReminder................................................................ 67 Figure44ImportContactsFromaFile ........................................................................ 67 Figure45DefineFileParameters................................................................................ 68 Figure46DefineFieldMapping.................................................................................. 69 Figure47StartImportingContacts............................................................................. 69 Figure48ImportInProgress .......................................................................................70 Figure49ContactImportReport .................................................................................70 Figure50ExportContactsToaFile .............................................................................71 Figure51SpecifyContactFileDetails ..........................................................................72 Figure52StartExporting.............................................................................................72 Figure53ExportingContacts.......................................................................................73 Figure54DownloadContactsFile ...............................................................................73 Figure55ViewExportedContactsFile.........................................................................73 Figure56SaveExportedContactsFile.........................................................................74 Figure57RemoveaContact:ChooseContactList .......................................................74 Figure58RemoveaContact:DefineContacts.............................................................75 Figure59EnterContactAddressesManually...............................................................75 Figure60UploadListofContactstoRemove ..............................................................75 Figure61RemovedContactReport............................................................................ 76 Figure62EmailSuppressionList:ChooseContactList ............................................... 76 Figure63EmailSuppressionList:ViewSuppressedEmailAddresses ......................... 76 Figure64EditSuppressedEmailAddress ....................................................................77 Figure65SuppressanEmailorDomain:SelectContactList........................................78 Figure66EnterAddressesorDomainsforSuppressionManually................................78 Figure67UploadListofAddressesorDomainsforSuppression ..................................78 Figure68SuppressedEmailAddressorDomainReport ............................................. 79 Figure69TheEmailCampaignsMenu........................................................................ 81 Figure70ManualSplitTesting.................................................................................... 82 Figure71MultiLevelSplitTestingExample ............................................................... 83 Figure72AutomaticSplitTesting............................................................................... 84 Figure73ViewingEmailCampaigns ........................................................................... 86 Figure74CreateanEmailCampaign ...........................................................................87 Figure75TheEmailCampaignEditor ......................................................................... 89 Figure76CheckYourEmailforSpam ......................................................................... 90 Figure77SendanEmailCampaign ............................................................................. 92 Figure78SendanEmailCampaign:SearchContacts ................................................. 93 Figure79SendanEmailCampaign:CampaignSettings ............................................. 94
LISTOFFIGURES 13 Figure80ScheduleEmailCampaign ........................................................................... 95 Figure82SendanEmailCampaign:Report ................................................................96 Figure81UseGoogleAnalytics...................................................................................96 Figure83SendinganEmailCampaign:Warning ......................................................... 97 Figure84SendinganEmailCampaign:SendinginProgress ....................................... 97 Figure85SendinganEmailCampaign:Completed..................................................... 97 Figure86ViewingSplitTests ...................................................................................... 97 Figure87CreatingaSplitTest .................................................................................. 100 Figure88SendingaSplitTest................................................................................... 102 Figure89SendingaSplitTest:TestSettings ........................................................... 103 Figure90ScheduleSplitTest.................................................................................... 104 Figure91SendingaSplitTest:ReviewTest .............................................................. 105 Figure92SendingaSplitTest:Warning.................................................................... 105 Figure93SendingaSplitTest:SendinginProgress .................................................. 105 Figure94SendingaSplitTest:Completed ............................................................... 106 Figure95ViewScheduledEmailCampaigns ............................................................. 106 Figure96TheAutorespondersMenu ........................................................................ 109 Figure97TriggersOverview ..................................................................................... 110 Figure98ViewAutoresponders:ChooseContactList ................................................111 Figure99ViewAutoresponders:ManageAutoresponders.........................................111 Figure100CreateanAutoresponder:SelectaContactList........................................113 Figure101CreateanAutoresponder:NameandSearch ............................................113 Figure102AutoresponderFilterOptions .................................................................. 114 Figure103Autoresponder:FilterByLink .................................................................. 114 Figure104Autoresponder:FilterByOpenedEmail................................................... 114 Figure105Autoresponder:SendingOptions............................................................. 115 Figure106Autoresponder:SelectaTemplate ...........................................................117 Figure107TheAutoresponderEditor........................................................................ 118 Figure108CheckYourEmailforSpam ..................................................................... 119 Figure109ViewingTriggers...................................................................................... 120 Figure110CreateaNewTrigger:GeneralSettings ................................................... 122 Figure111DateBasedTriggerOptions..................................................................... 123 Figure112EmailBasedTriggerOptions ................................................................... 123 Figure113WhenTriggered:SendEmailCampaign ................................................... 124 Figure114WhenTriggered:SendEmailCampaign................................................... 124 Figure115ActivateTriggerBasedonCustomDate................................................... 125 Figure116ActivateTriggerBasedonSpecificDate .................................................. 125 Figure117ActivateTriggerBasedonLinkBeingClicked........................................... 126 Figure118ActivateTriggerBasedonEmailBeingOpened ....................................... 126 Figure119CreateaNewTrigger:SendingOptions ................................................... 126 Figure120TheCustomFieldsMenu ......................................................................... 129
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LISTOFFIGURES
Figure121ViewingCustomFields .............................................................................130 Figure122CreateaCustomField:TypeandName.................................................... 131 Figure123CreateaCustomField:SelectContactList ...............................................132 Figure124ConfiguringaTextField ...........................................................................132 Figure125ConfiguringaMultilineTextField ............................................................. 133 Figure126ConfiguringaNumbersOnlyField............................................................134 Figure127ConfiguringaPickList ..............................................................................135 Figure128ConfiguringCheckboxes...........................................................................136 Figure129ConfiguringRadioButtons ....................................................................... 137 Figure130ConfiguringaDateField ...........................................................................138 Figure131TheStatisticsMenu ..................................................................................139 Figure132ViewingEmailCampaignStatistics.......................................................... 140 Figure133DetailedEmailCampaignStatistics ..........................................................141 Figure134ViewingSplitTestStatistics..................................................................... 142 Figure135DetailedSplitTestStatistics .................................................................... 144 Figure136ViewingAutoresponderStatistics.............................................................145 Figure137DetailedAutoresponderStatistics ........................................................... 146 Figure138ViewingTriggerStatistics........................................................................ 148 Figure139DetailedTriggerStatistics ....................................................................... 149 Figure140ViewingContactListStatistics .................................................................150 Figure141DetailedContactListStatistics................................................................. 151 Figure142ViewingUserAccountStatistics ...............................................................152 Figure143DetailedUserAccountStatistics...............................................................153 Figure144ExportingStatistics ..................................................................................154 Figure145PrintingStatistics .....................................................................................154 Figure146PrintingStatistics:Preview.......................................................................155 Figure147PrintingStatistics:PrintDialog .................................................................155 Figure148DetailedStatistics:DetailedList...............................................................156 Figure149DetailedStatistics:PieChart ....................................................................156 Figure150DetailedStatistics:Timeline ..................................................................... 157 Figure151DetailedStatistics:DateRange ................................................................ 157 Figure152DetailedStatistics:CustomDateRange ................................................... 157 Figure153DetailedStatistics:IndividualRecords ...................................................... 157 Figure154DetailedStatistics:RefineLists ................................................................ 157 Figure155HTMLEditorOverview ............................................................................ 160 Figure156HTMLDesignTools ..................................................................................161 Figure157TheFind/ReplaceWindow ....................................................................... 162 Figure158CheckSpelling..........................................................................................163 Figure159TheLinkScreen....................................................................................... 166 Figure160TheEmailLinkScreen ............................................................................. 169 Figure161TheImagesScreen ...................................................................................170
LISTOFFIGURES 15 Figure162InsertTable.............................................................................................. 174 Figure163ModifyingTableProperties.......................................................................175 Figure164ModifyingCellProperties ........................................................................ 176 Figure165InsertForm .............................................................................................. 178 Figure166InsertTextField....................................................................................... 180 Figure167InsertTextArea ....................................................................................... 180 Figure168InsertHiddenField................................................................................... 181 Figure169InsertButton ........................................................................................... 181 Figure170InsertCheckbox ....................................................................................... 182 Figure171InsertRadioButton .................................................................................. 183 Figure172InsertListBox .......................................................................................... 184 Figure173PageProperties........................................................................................ 185 Figure174CustomFields .......................................................................................... 186 Figure175TextBlockIcons ....................................................................................... 187 Figure176RightClick(Text) ..................................................................................... 188 Figure177RightClick(Image)................................................................................... 188 Figure178ResizingImages ....................................................................................... 189 Figure179RightClick(Table) ................................................................................... 190 Figure180TableIcons .............................................................................................. 190 Figure181CellIcons ................................................................................................. 191 Figure182EditingHTML .......................................................................................... 191 Figure183PreviewinganEmail................................................................................. 192 Figure184CustomFieldButtons .............................................................................. 192 Figure185SimpleandCompleteModeLink ............................................................. 193 Figure186SimpleDesignTools ................................................................................ 193 Figure187CompleteDesignTools ............................................................................ 193 Figure188HTMLTags .............................................................................................. 193 Figure189RemoveandEditHTMLTags................................................................... 194 Figure190EditingaTag ........................................................................................... 194 Figure191HTMLEditorTabs.................................................................................... 194 Figure192CreateaCustomDocument:TextContent .............................................. 196 Figure193EmailValidation....................................................................................... 198 Figure194TheHomeLink ........................................................................................ 203 Figure195TheHomeScreen .................................................................................... 203 Figure196TheTemplatesMenu............................................................................... 205 Figure197Templates:CustomEmailTemplates.......................................................206 Figure198Templates:CreateaCustomTemplate....................................................208 Figure199TheTemplateEditor................................................................................209 Figure200CustomEmailTemplates:UpdateTemplate........................................... 210 Figure201ViewBuiltinTemplates........................................................................... 211 Figure202TheFormsMenu ..................................................................................... 213
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LISTOFFIGURES
Figure203ViewingandManagingForms ................................................................. 214 Figure204ExampleSubscriptionForm .....................................................................215 Figure205ExampleUnsubscribeForm......................................................................215 Figure206ExampleModifyDetailsForm ................................................................. 216 Figure207ExampleSendtoFriendForm ..................................................................217 Figure208ConfiguringBasicFormSettings ............................................................. 218 Figure209DesigningaConfirmationPageandEmail ...............................................221 Figure210DesigningaThankYouPageandEmail .................................................. 223 Figure211DesigningForwardedEmailHeaders ....................................................... 225 Figure212DesigninganErrorPage .......................................................................... 226 Figure213AddingaFormtoYourWebsite................................................................227 Figure214PasteHTMLintoWebDevelopmentApplication..................................... 228 Figure215EditForminYourWebDevelopmentApplication.................................... 228 Figure216InterspireEmailMarketerSubscriptionForminaWebPage ................... 229 Figure217TheUserAccountsLink ............................................................................231 Figure218UserAccounts ......................................................................................... 232 Figure219DeleteaUserAccount..............................................................................233 Figure220UserSettings .......................................................................................... 234 Figure221EmailMarketingTip .................................................................................235 Figure225UserAccount:SMTPServerDetails......................................................... 241 Figure226UserAccount:SignupForsmtp.comService .......................................... 241 Figure228TheSettingsLink .................................................................................... 243 Figure229Settings:ApplicationSettings................................................................. 244 Figure230Settings:EmailSettings .......................................................................... 246 Figure231EmailSettings:SMTPServerDetails ....................................................... 250 Figure232EmailSettings:SignupForsmtp.comService......................................... 250 Figure233Settings:CronJobs...................................................................................251 Figure234CronTimingConfiguration.......................................................................253 Figure235cPanel:Advanced .....................................................................................253 Figure236cPanel:StandardorAdvancedCronMode .............................................. 254 Figure237cPanel:StandardCronSetup ................................................................... 254 Figure238cPanel:AdvancedCronSetup ..................................................................255 Figure239UserLockedOut ......................................................................................255 Figure240Settings:SecuritySettings ..................................................................... 256 Figure241Settings:AddonsSettings ....................................................................... 256 Figure242TheToolsMenu ...................................................................................... 259 Figure243SystemInformation ................................................................................ 260 Figure244UpdateAvailable .................................................................................... 261 Figure245ViewingErrorLogs.................................................................................. 261 Figure246CheckingPermissions ............................................................................. 262 Figure247PermissionCheckinginProgress ............................................................. 262
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LISTOFFIGURES
19
ListofTables
Table1NavigatingLists ............................................................................................. 32 Table2TheToolbar ................................................................................................... 33 Table3TheNavigationBar ........................................................................................ 34 Table4ViewingContactLists ....................................................................................40 Table5ViewingContactListMembers ...................................................................... 43 Table6CreateorEditaContactList .......................................................................... 45 Table7ProcessingBouncedEmails:EnterServerDetails...........................................48 Table8ViewingSegments......................................................................................... 50 Table9ViewingSegmentContacts............................................................................ 53 Table10ViewingContacts ......................................................................................... 58 Table11ViewContact................................................................................................60 Table12ViewingEmailCampaigns............................................................................86 Table13SendanEmailCampaign:CampaignSettings ..............................................94 Table14ViewingSplitTests.......................................................................................98 Table15CreatingaSplitTest................................................................................... 100 Table16SendingaSplitTest:TestSettings ............................................................. 103 Table17ViewScheduledEmailCampaigns.............................................................. 106 Table18ViewAutoresponders..................................................................................111 Table19Autoresponder:SendingOptions............................................................... 115 Table20ViewingTriggers........................................................................................ 121 Table21CreateaNewTrigger:GeneralSettings ..................................................... 122 Table22CreateaNewTrigger:SendingOptions ..................................................... 127 Table23ViewingCustomFields............................................................................... 130 Table24ConfiguringaTextField ............................................................................. 132 Table25ConfiguringaMultilineTextField ...............................................................133 Table26ConfiguringaNumbersOnlyField ............................................................. 134 Table27ConfiguringaPickList................................................................................ 135 Table28ConfiguringCheckboxes ............................................................................ 136 Table29ConfiguringRadioButtons..........................................................................137 Table30ConfiguringaDateField............................................................................. 138 Table31ViewingEmailCampaignStatistics ............................................................ 140 Table32DetailedEmailCampaignStatistics............................................................ 141 Table33ViewingSplitTestStatistics ....................................................................... 143 Table34DetailedSplitTestStatistics ...................................................................... 144 Table35ViewingAutoresponderStatistics .............................................................. 145 Table36DetailedAutoresponderStatistics.............................................................. 146 Table37ViewingTriggerStatistics........................................................................... 148 Table38DetailedTriggerStatistics.......................................................................... 149
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LISTOFTABLES
Table39ViewingContactListStatistics ...................................................................150 Table40DetailedContactListStatistics................................................................... 151 Table41ViewingUserAccountStatistics .................................................................152 Table42DetailedUserAccountStatistics.................................................................153 Table43HTMLDesignTools ....................................................................................161 Table44TheLinkScreen:CommonFields .............................................................. 166 Table45TheLinkScreen:PredefinedLinks.............................................................167 Table46TheLinkScreen:TargetWindowOptions ..................................................167 Table47LinkandImagesScreens:UploadingFilesandImages ............................... 168 Table48TheImagesScreen .....................................................................................170 Table49GeneralCustomFields............................................................................... 186 Table50TheHomeScreen ...................................................................................... 203 Table51Templates:CustomEmailTemplates......................................................... 206 Table52ViewingandManagingForms ................................................................... 214 Table53ConfiguringBasicFormSettings................................................................ 218 Table54DesigningaConfirmationPageandEmail ................................................. 222 Table55DesigningaThankYouPageandEmail..................................................... 224 Table56DesigningForwardedEmailHeaders ......................................................... 225 Table57DesigninganErrorPage ............................................................................ 226 Table58UserSettings............................................................................................. 234 Table59CreateUser:UserRestrictions ....................................................................235 Table60CreateUser:UserPermissions................................................................... 238 Table61Settings:ApplicationSettings ................................................................... 244 Table62Settings:EmailSettings ............................................................................ 246 Table63Settings:AddonsSettings ..........................................................................257 Table64SystemInformation .................................................................................. 260 Table65ViewingErrorLogs .................................................................................... 261
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I
INTRODUCTION
Thissectioncontainsthefollowingchapters: Introduction(23) GettingStarted(27) LoggingIntoInterspireEmailMarketer(29) TheInterspireEmailMarketerInterface(31)
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23
Introduction
WelcometoInterspireEmailMarketer
CongratulationsonyourpurchaseofInterspireEmailMarketer!InterspireEmailMarketer givesyouanunprecedentedabilitytocreate,manageandautomatelargescaleemail marketingcampaigns,mailinglists,andautomaticresponses. Note:IfyouwanttostartusingInterspireEmailMarketertosendoutemailsrightaway,see GettingStartedonpage27.
InterspireEmailMarketerOverview
HeresanoverviewofhowInterspireEmailMarketerworks.Thefigurebelowshowshow InterspireEmailMarketersmostimportantcomponentsinteract.Therestofthischapter describesthecomponentsinthisfigure.
Figure 1 InterspireEmailMarketerOverview
24
INTRODUCTION
Contacts
ContactsarethepeopleaboutwhomyoustoreinformationinInterspireEmailMarketer. Thesearethepeopletowhomyousendemails.
Contactlists
InterspireEmailMarketerstoresallofyourcontactsincontactlists. Youcanhavemultiplecontactslists,andyoucanconfigureeachcontactlisttoworkina differentway.Forexample,youcanconfigureonecontactlisttosendoutautomaticemails toitsmemberseverymonth,andconfigureanotherlisttotakenoautomaticaction.You canalsoconfigureinformationdifferentlyforeachcontactlist(suchasthefromaddress oftheemailsyousendout,andyourcompanyname).
ManualInput,CSVFilesandWebsiteForms
Therearethreewaystoaddcontactstoacontactlist:byinputtingthemmanuallyoneby one,byuploadingaCSV(CommaSeparatedValue)filewithinformationonmultiple contacts,orbyhavingcontactsfilloutaformonyourwebsite. Note:YoucanoutputaCSVfilefrommanydatabaseandspreadsheetapplications (MicrosoftExcel,forexample).WhenyouuploadaCSVfiletoInterspireEmail Marketer,youcanspecifyhowInterspireEmailMarketershouldpopulatethecontact listwiththeinformationinthefile. InterspireEmailMarketerhelpsyoucreateformsyoucanputonyourwebsitetoletyour customerssignupforyournewsletteroremails. Note:YoucandesignformsinInterspireEmailMarketer,andthenpastetheHTMLdirectly intoyourwebpages.Youcanalsoputsomekindsofformsintotheemailsyousend out. Therearethreewaystoaddcontactstoacontactlist:byinputtingthemmanuallyoneby one,byuploadingaCSV(CommaSeparatedValue)filewithmultiplecontactsinformation, orbyhavingcontactsfilloutaformonyourwebsite. Note:YoucanoutputaCSVfilefrommanydatabaseandspreadsheetapplications (MicrosoftExcel,forexample).WhenyouuploadaCSVfiletoInterspireEmail Marketer,youcanspecifyhowitshouldpopulatethecontactlistwiththeinformation inthefile.
Templates
UseHTMLandplaintexttemplatestoformthebasisofyouremailcampaigns.Templates makeyouremailsattractiveandpromoteyourbrandidentity.
EmailCampaignsandSplitTests
EmailcampaignsaretheemailsthatyousendoutfromInterspireEmailMarketertothe peopleonacontactlist. EmailcampaignsarebasedonanHTMLorplaintexttemplate,andaresenttomembersof acontactlist.Youcontrolwhenyousendemailcampaigns;youcansendthemattheclick ofabutton,orschedulethemtobesentoutataspecificpointinthefuture. Splittestsallowyoutodiscoverwhichversionofanemailismosteffective.Youcancreate differentvariationsonanemail(threeversionswithdifferentsubjectlines,forexample)and sendthemouttoyourcontactlistatrandom,inequalnumbers.Thestatisticsthatare returnedletyouseewhichversionhasthehighestopenorclickthroughrate. InterspireEmailMarketeralsosupportsautomaticsplittesting,inwhichthecandidate emailversionsaresenttoonlyasmallproportionofyourcontactlist,andthewinner versionisthensenttotheremainingcontactsinthelist.
AutorespondersandTriggers
Likeemailcampaigns,autorespondersareemailsbasedonHTMLorplaintexttemplates. However,autorespondersaresentoutautomaticallyatpredefinedintervalsafteracontact isaddedtoacontactlist. Forexample,youmaywanttosendoutoneautoresponderassoonascontactsareaddedto thelist(Thanksforjoiningourmailinglist!)andanotheramonthorayearaftertheyjoin (Youvebeenreadingourdailynewsletterfor30daysnow;telluswhatyouthink!). Triggersaresimilartoautoresponders,butallowyouevengreaterflexibilitytoautomate emailandadministrativetaskstohappenautomaticallywhencertainothereventsoccur. Youcansetupdaterelatedtriggers(sothateveryoneinyourcontactlistreceivesaHappy Birthdayemailontheirbirthday,forexample)andeventrelatedtriggers(sothatacontact isautomaticallyaddedtoawarmleadscontactlistwhenheorsheopensyouremail).
CustomFields
Customfieldsarevariablesthatareaddedtoacontactlist.Youcanaddanykindofvariable youwant(City,Dateofbirth,Zipcode,Hatsizewhateveryouneed).Whenyou addacustomfieldtoacontactlist,youcanthenadditintoanemailcampaign. InterspireEmailMarketeralreadyhasalotofbuiltincustomfieldsthatyoucanuseto personalizeyouremails.Forexample,ifyourequiredthatacontactfillsinaFirstname fieldinthewebsiteform,youcanthensendoutanemailthatautomaticallyaddressesthe contactasDearJoe.Thisfunctionissimilartothemailmergefeaturefoundinsome wordprocessinganddatabaseapplications
26
INTRODUCTION
EmailTracking
InterspireEmailMarketerallowsyoutotrackandviewavarietyofinformationaboutthe emailsyousend;howmanyareopened(andwhen),howmanylinksareclickedineachone (andwhichlinkwasclicked),andsoon.
BounceTracking
Bouncedemailsarethosethatneverreachtheirdestination. Thiscanhappenfornumerousreasons.However,ifyoukeepsendingemailstoanaddress thatdoesnotacceptthem,thereisadangerthatyouremailservercouldbeblacklisted (makingitmuchmoredifficulttosendsubsequentemailstoanybody).Toavoidthis, InterspireEmailMarketercantrackbouncedemails,discoverwhytheywerebounced,and automaticallyactbydeactivatingcontactsemailaddresses.Thecontactsdetailsremainin thelist,butemailsarenolongersent. InterspireEmailMarketercantellthedifferencebetweenemailsthatbouncedfor temporaryreasons(acontactsinboxwasfull,forexample)andthosethatbouncedfor permanentreasons(theaccountdoesnotexist,forexample).InterspireEmailMarketercan thentakedifferentactiondependingonthetypeofbouncethatoccurred.
Cron
Cron(anabbreviationofchronograph)isaprogramthatactivatesotherprograms, commandsandprocessesatpredeterminedtimesandintervals.Itisawayofscheduling taskstohappenautomatically.TheInterspireEmailMarketerserverusescronjobstotake careofsendingoutscheduledemails,handlingautorespondersandbouncedemails,anda varietyofothertasks.
EventLog
InterspireEmailMarketerseventlogisaCRM(CustomerRelationshipManagement) featurethatallowsyoutoseeallofyourinteractionswithacontactataglance.Information aboutInterspireEmailMarketerrelatedevents(forexample,eachtimeanemailissenttoa contact)isloggedautomatically,andyoucanalsomanuallylogallsortsofother information(forexample,eachtimeyoucallormeetacontactinperson).
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GettingStarted
Usethischapterifyouwanttostartsendingoutemailsrightaway.Thestepsinthischapter showyouhowtosetupalistofyourcontacts,andsendemailstothem. Note:InterspireEmailMarketershouldalreadybesetupandconfiguredonyourserver.If youareindoubt,checkwithyoursystemadministratororwhoeverisinchargeofthe server. Stepsmarkedwitharedasterisk(*)arenecessary.Theotherstepsarenotnecessary,but allowyoutoperformadditional,usefultasks. Followthelinkstootherpartsofthisusersguideforinformationonhowtocompleteeach step. 1 LogintoInterspireEmailMarketer.* UseyourusernameandpasswordtoaccessInterspireEmailMarketer. SeeLoggingIntoInterspireEmailMarketeronpage29. 2 Setupacontactlist.* Createalisttoholdinformationaboutyourcontacts(thepeopletowhomyousend youremails).Youcanalsoconfigurethefollowing: Yourname,emailaddress,andotherpersonaldetails. Yourcompanysname,addressandphonenumber. Wherebouncedemailsshouldbesent. Whichcustomfieldsyouwanttouse(seestep3). Whichfieldsyouwanttoseewhenyouviewthelist. SeeCreatingandEditingContactListsonpage44. 3 Createcustomfields. Ifyouwanttocollectaspecifictypeofinformationaboutyourcontacts,youcancreate acustomfieldtoholdtheinformation. Youcanspecifythekindoffieldyouwanttomake(textbox,dropdownlist,check box,andsoon),andavarietyofothersettings. Youcanalsospecifywhetherornotthefieldshouldbemandatory(ifafieldis mandatory,itmustbefilledinbeforeyoucansuccessfullyaddacontacttothelist). SeeCreatingandEditingCustomFieldsonpage130. Note:Skipthisstepifyoudonotwanttocollectinformationthatisnotcoveredbythebuilt infields. 4 Addcontactstoyourcontactlist.* Manuallyaddinformationaboutoneormorepeopletowhomyouwanttosend emails.Youcanalsouploadafilecontainingcontactsinformation,ifyouhaveone. SeeAddingorEditingaContactonpage64.
28
GETTINGSTARTED
5 Createasignupform. UseInterspireEmailMarketertocreateanHTMLformyoucanaddtoyourwebsite thatallowspeopletoaddtheirinformationtoyourcontactlist. SeeCreatingandEditingFormsonpage214. Note:Skipthisstepifyoudonotwanttoallowpeopletosignuptojoinyourcontactlist. 6 Placethesignupformonyourwebsite. AddtheHTMLformyoucreatedinstep5toapageonyourwebsite. SeeAddingaFormtoYourWebsiteonpage226. Note:Skipthisstepifyoudidnotcreateaforminstep5. 7 Createanemailcampaign.* Emailcampaignscontroltheemailsyousenttothecontactsonyourcontactlist. SpecifywhetheryouwanttosendanHTMLemail,aplaintextemail,orboth (knownasmultipart). DesigntheHTMLand/ortextcomponentsofthecampaign.Usethebuiltin templates,modifyatemplate,orbuildyourownfromscratch. Writeyouremailstextcontent. Usecustomfields,ifrequired. Activatetheemail:allowittobesenttoyourcontacts. Validateyouremail,ifrequired:checkhowitlooksinpopularemailclients. Previewyouremail,ifrequired:sendatestcopytoyourownemailaddress. Savethecampaign. SeeCreatingandEditingEmailCampaignsonpage87. 8 Sendyourcampaigntoyourcontacts.* Selectthecontactlisttowhichyouwanttosendtheemailcampaign,andsenditout tothecontactsbelongingtothelist. SeeSendingEmailCampaignsonpage91. 9 Checkstatisticsaboutyourcampaign. Findouthowmanyofyouremailsreachedtheirtargetssuccessfully,howmanywere opened,andavarietyofotherstatistics. SeeViewingEmailCampaignStatisticsonpage140. Note:Skipthisstepifyoudonotwanttoviewstatisticsaboutyourcampaign.
29
LoggingIntoInterspireEmailMarketer
TakethefollowingstepstologintoInterspireEmailMarketer. 1 OpenyourInternetbrowserandenterInterspireEmailMarketersURLintheaddress bar.HitEnterorclickGo.
Figure 2 LoginScreen
2 EnteryourUsernameandPassword. 3 Selectthescreenyouwanttoseeonceyouhaveloggedin.Seethefollowingpagesfor moreinformationoneachscreen: Homepage:seeUsingTheHomeScreenonpage203. Mycontacts:seeViewingandManagingContactsonpage56. Mycontactlists:seeViewingandManagingContactListsonpage39. Mysegments:seeCreating,EditingandViewingSegmentsonpage49. Myemailcampaigns:seeViewingandManagingEmailCampaignsonpage85. Myautoresponders:seeViewingAutorespondersonpage110. Mycampaignstatistics:seeViewingEmailCampaignStatisticsonpage140. 4 IfyouwantInterspireEmailMarketertorememberyourUsernameandPassword, clickRemembermydetails.IfyoudonotwantInterspireEmailMarketerto rememberyourdetails,leavethisboxunchecked. Note:SelectRemembermydetailsonlywhenyouaretheonlypersonwithaccesstothe computeryouareusing.NEVERselectthisonapubliccomputer.Failureto adequatelyprotectthedetailsofyourcontactsmaycontraveneyourlocaldata protectionlaws. 5 ClickLogin.IfyourUsernameandPasswordarecorrect,thescreenyouselectedin step3displays. Note:Ifyouforgotyourpassword,clicktheForgotyourpassword?link.Ascreendisplays inwhichyoucanenteryourUsername.ClickSendemail.Anemailissenttothe emailaddressyouregisteredwithInterspireEmailMarketer.Youcanclickalinkinthe emailtoregainaccesstoInterspireEmailMarketer.
30
LOGGINGINTOINTERSPIREEMAILMARKETER
31
TheInterspireEmailMarketer Interface
ThischapterdiscussesInterspireEmailMarketersGraphicalUserInterface(GUI).TheGUI letsyoucontroleveryaspectofInterspireEmailMarketer.
TheInterspireEmailMarketerInterfaceataGlance
TheGUIisdividedupintothreeparts.
Figure 3 TheInterspireEmailMarketerInterfaceataGlance
RecentActivityLog
Whentherecentactivitylogisenabled(seeConfiguringUserSettingsonpage233),alistof thescreensyouhaverecentlyvisiteddisplaysatthetopofyourscreen.
Figure 4 RecentActivityLog
32
THEINTERSPIREEMAILMARKETERINTERFACE
TooltipsandKnowledgeBaseLinks
ManyobjectsintheGUIhavetooltipiconsnexttothem( overthetooltiptoseemoreinformationabouttheobject.
Figure 5 Tooltips
).Placeyourmousepointer
Otherobjectshavetextlinksnexttothem.Clicktheselinkstoseeanarticlefromthe Interspireknowledgebaseonthesubject.
Figure 6 KnowledgeBaseLinks
ToseemorearticlesintheInterspireknowledgebase,clickHelpinthetoolbar.
SortingLists
Whenyousee Click and arrowiconsinalistheading,usethemtosortthelist. tosortthelistindescendingorder. tosortthelistinascendingorder,orclick
NavigatingLists
Inpageswithnumerouslistentries,navigationtoolsdisplay.
Figure 7 NavigatingLists
Table 1 NavigatingLists
THEINTERSPIREEMAILMARKETERINTERFACE 33
TheToolbar
Thetoolbardisplaysineveryscreen.
Figure 8 TheToolbar
UsethetoolbartoperformtasksrelatedtoInterspireEmailMarketerssystemand management.
Table 2 TheToolbar
Home
Templates
Forms
UserAccounts
Settings Tools
ClickthistogototheSettingsscreen,whereyoucanviewandchange globalsystem,emailandscheduling,securityandaddonmodulesettings. Clickthistoseeamenuthatallowsyoutocheckinformationaboutyour serversconfiguration,checkforupdatestoInterspireEmailMarketer, viewthePHPerrorlog,andcheckInterspireEmailMarketers componentsfilepermissions. ClickthistologoutofInterspireEmailMarketer.Youwillneedyouruser nameandpasswordtologbackin. ClickthistogototheInterspireEmailMarketeronlineknowledgebase, whereyoucanreadhelparticlesonallofInterspireEmailMarketers features.
Logout Help
TheNavigationBar
Thenavigationbardisplaysineveryscreen.
Figure 9 TheNavigationBar
34
THEINTERSPIREEMAILMARKETERINTERFACE
Usethenavigationbartogotoscreenswhereyoucancreate,configureandmanageyour emailcampaigns.
Table 3 TheNavigationBar
ContactLists
Contacts
EmailCampaigns
Autoresponders
CustomFields
Statistics
35
II
THENAVIGATIONBAR
Thissectioncontainsthefollowingchapters: UsingContactLists(37) UsingContacts(55) UsingEmailCampaigns(81) UsingAutorespondersandTriggers(109) UsingCustomFields(129) UsingStatistics(139) EditingHTMLandText(159)
36
37
UsingContactLists
ThischapterdiscusseshowtousetheContactlistsmenuinthenavigationbar.
Figure 10 TheContactListsMenu
ContactListOverview
Contactlistsarethebasicbuildingblockofyouremailcampaigns.Eachcontactlistcontains informationaboutasetofcontacts:thepeopletowhomyousendyouremails. Youcancreateseparatecontactlistsfordifferenttypesofcontacts(forexample,onelistfor leadsfromatradeshowandanotherforpeoplewhosignupforyourcompanyemail newsletter). Whenyoucreateanemailcampaign,yousendittooneormorecontactlists.Youcanalso sendanemailcampaigntoasegment(seeContactListSegmentsonpage38).
ContactListInformation
Acontactlistcontainsavarietyofinformationabouteachcontact.Thetypeandextentof informationyoucollectabouteachcontactisconfigurable. Forexample,acontactlistfortradeshowleadsmightcontainbasicinformation,suchas: Firstandlastname. Emailaddress. Companyname. Jobtitle. However,anothertypeoflistmightcontaindifferenttypesofinformation.Forexample,a contactlistforcustomersofamensclothingstoremightcontaininformationsuchas: Firstandlastname. Emailaddress. Suitjacketsize.
38
USINGCONTACTLISTS
Lastproductpurchased. Theinformationacontactlistcontainsdependssolelyuponthebuiltinandcustomfields thatyoudefineandpopulatewithinformation.Whenyoucreatecontactsyourself(by enteringinformationfrombusinesscardsafteratradeshow,forinstance)youmustenter theinformationyourself;whencontactsaddthemselvestolists(bysigningupfora newsletter,forinstance)theymustentertheinformationthemselves. Thesefieldsallowyoutopersonalizeyouremailcampaigns.Forexample,theownerofthe mensclothingstorewouldbeabletousethecustomfieldsmentionedabovetosendout highlypersonalizedemailssuchas: DearMr.Smith, Thankyousomuchforpurchasingyourovercoatfromourstorerecently.Asavalued customer,Iwouldliketoletyouknowaboutourfalllineofsportcoatsavailableinyour size,42long.
BouncedEmails
Bouncedemailsareemailsyousendthatcannotbedeliveredtotherecipient.Thiscan happenforavarietyofreasons:therecipientsmailboxisfull,theaccounthasbeenclosed, ordoesnotexist,andsoon.Whenanemailbounces,anerrormessageisreturnedto InterspireEmailMarketer. InterspireEmailMarketerallowsyoutoprocessbouncedemailsbydeactivatingthe relevantcontactinthecontactlist.Subsequentemailsarenotsendtothecontact.Thisis important,becauseanemailserverthatrepeatedlysendsemailthatissubsequently rejectedbyotherserverscanbecomeblacklistedforspamming. Note:Contactsarenotdeletedfromthelist.Thisallowsyoutokeepthecontacts information,andalsoensuresthattheinvalidemailaddressisnotlateraddedtothe contactlistbyaccident. Therearetwotypesofbouncedemails.Asoftbounceoccursiftheerrormessage returnedtoInterspireEmailMarketeristemporary(suchastherecipientsemailinboxis full).Ahardbounceoccursiftheerrormessageispermanent(suchastheemailaccount doesnotexist).Whenasoftbounceoccurs,noactionistakenbutthebounceislogged.If acontactreceivesfivesoftbounces,itistreatedasahardbounce.Whenahardbounce occurs,thecontactisdeactivatedimmediately.
ContactListSegments
Segmentsaresetsofcontactlistmemberswhoallfulfilcertaincriteria.Forexample,all membersofacontactlistwhoseemailaddressesendin.co.uk. Youcanusemultiplecriteriatodefinesegments.Forexample,allmembersofacontactlist withtwoormorechildrenandahouseholdincomeofover$100,000.
USINGCONTACTLISTS 39 Thecriteriathatyoucanusetodefinesegmentsdependonthebuiltinandcustomfields youuseforthecontactlist.Thisallowsyoutotargettheaudienceforeachofyouremail campaignswithgreatprecision,aslongasyoucollecttherightinformationaboutyour contacts. Forinstance,arecordcompanypromoterensuresthatallthepeoplewhosignupforhis labelsemailnewslettergivetheirageandlocation.Thismeanshecanlatertargetanemail campaigninvitingrecipientstoalabelpartyinaManhattannightclubtotherightsegment ofhiscontactlist:thosewhoareover21yearsoldandliveinNewYork. Segmentscanbelongtoasinglelist,orspanmultiplelists.
ContactListGroups
Youcanarrangeyourcontactlistsintogroupsforeaseofaccess.Eachgroupoflistsis containedinafolder(seeManagingContactListGroupFoldersonpage41). Youmightwanttoarrangecontactlistsintogroupsifyouhaveavarietyofliststhatderive fromdifferentsources(forexample,contactsfromyourwebsiteandcontactsfromtrade shows). Contactlistgroupsareaperuserfeature.ThismeansthatyoucanarrangeInterspireEmail Marketerscontactlistsintogroupsasyoulike,withoutinterferingwithotherusersgroup arrangements.
ViewingandManagingContactLists
Tomanagethecontactlistsyoualreadycreated(seeCreatingandEditingContactListson page44),clickContactlistsinthenavigationbar.SelectViewcontactlists. Youcan: Deleteselectedlist(s):removethelist(orlists)fromInterspireEmailMarketer.Thelist cannotberetrieved. Deletecontactsinselectedlist(s):removeallthecontactsinthelist(orlists).The contactscannotberetrieved.Thelistremains,butcontainsnocontacts. Updatecontactstoreceivetextcampaigns:changethestatusofallthecontactsinthe list(orlists)allowingthemtoreceiveemailsintextformat. UpdatecontactstoreceiveHTMLcampaigns:changethestatusofallthecontactsin thelist(orlists)allowingthemtoreceiveemailsinHTMLformat. Updatecontactsstatustoconfirmed:confirmedcontactsarethosewhohavereplied toaconfirmationrequestemail.Usethistochangeallthecontactsintheselectedlist (orlists)toconfirmedcontacts. Updatecontactsstatustounconfirmed:unconfirmedcontactsarethosewhohavenot yetrepliedtoaconfirmationrequestemail.Usethistochangeallthecontactsinthe selectedlist(orlists)tounconfirmedcontacts.
40
USINGCONTACTLISTS
Note:Theabovefigureshowsyourcontactlistsarrangedinlistmode;toseeyourcontact listsarrangedinfoldermode,seeFigure12onpage41.
Table 4 ViewingContactLists
Createcontactlist Chooseanaction
Usethistocreateanewcontactlist.SeeCreatingandEditingContact Listsonpage44formoreinformation. Selectoneormorecontactlists,selectanoptionfromthelistandclickGo toperformtheselectedaction. Clickthistoviewyourcontactlistsinfoldermode.SeeManagingContact ListGroupFoldersonpage41formoreinformation. Clickthistoviewyourcontactlistsinlistmode.Whenyouselectthis,all yourcontactlistsdisplay,regardlessofthecontactlistgrouptowhich theybelong(seeContactListGroupsonpage39). Whenyouareviewingyourcontactlistsinfoldermode,clickthistocreate anewfolder. Note:Whenyouareviewingyourcontactlistsinlistmode,thisicondoes notdisplay. Selectaboxbelongingtoacontactlistbeforechoosinganoptionfrom theChooseanactionlist. Selecttheboxatthetopofthecolumntoselectallcontactlists.
USINGCONTACTLISTS 41
Table 4 ViewingContactLists
Thisisthedefaultnameusedwhensendingemailcampaignstothis contactlist. Clickthistogotothearchivedlistofemailcampaignssenttothislist. ClickViewcontactstoseealistofthecontactsbelongingtothe contactlist.SeeViewingContactListContactsonpage42. ClickSearchcontactstosearchforcontactsintheselectedlist.The Contacts>Searchcontacts>Nextscreendisplays. ClickAddcontacttoaddanewcontacttotheselectedlist.Thescreen thatdisplaysisthesameastheContacts>Addacontact>Next screen. ClickEdittoconfigurethecontactlist.Thescreenthatdisplaysisthe sameastheCreateacontactlistscreen.SeeCreatingandEditing ContactListsonpage44 ClickCopytocreateanewcopyofthecontactlist.Thenewlist displays,withCopyofappendedtotheoriginalname. ClickDeletetoremovethecontactlistfromInterspireEmailMarketer.
ManagingContactListGroupFolders
Toviewyourcontactlistgroups,clickContactlistsinthenavigationbar,thenclickView contactlists.Ifthefoldersdonotdisplayimmediately,clicktheSwitchtofoldermodeicon ( ).
Figure 12 ContactListGroupFolders
42
USINGCONTACTLISTS
Figure 13 CreateNewFolder
Note:Whenyoudragacontactlistontoagroupfolder,itexpandsautomatically. Tohideagroupfolderscontactlists,clickitsCollapseicon( ).
ViewingContactListContacts
Toviewalistofthecontactsbelongingtoacontactlist,clickContactlistsinthenavigation bar,selectViewcontactlists,andthenclicktheViewcontactslinknexttoacontactlist. Youcan: Addanewcontact:addacontacttothecontactlist. Deleteselectedcontact(s):removetheselectedcontactsfromInterspireEmail Marketer. Updatecontactstoreceivetextcampaigns:changethestatusofselectedcontacts, allowingthemtoreceiveemailsintextformat. UpdatecontactstoreceiveHTMLcampaigns:changethestatusofselectedcontacts, allowingthemtoreceiveemailsinHTMLformat.
Table 5 ViewingContactListMembers
View
Thisdisplaysthecontactlistname.Clickthetriangularicontoview ContactlistsorSegments.
Figure 16 ContactListandSegmentMenu
Search
44
USINGCONTACTLISTS
Table 5 ViewingContactListMembers
Thisistheaddresstowhichemailsforthiscontactaresent. Thisisthedatethiscontactwasaddedtothecontactlist. ThisdisplaysHTMLifthecontactisconfiguredtoreceiveHTML emails. ThisdisplaysTextifthecontactisconfiguredtoreceiveplaintext emails. Thisdisplaysactiveifemailsaresenttothecontact. Thisdisplaysunsubscribedifthecontactwasunsubscribedfromthe list. Thisdisplaysbouncedifemailstothiscontacthavenotbeen delivered,andemailsarenolongersenttothecontact. ThisdisplaysConfirmedifthecontacthasrepliedtoaconfirmation requestemail. ThisdisplaysUnconfirmedifthecontacthasnotyetrepliedtoa confirmationrequestemail. ClickViewtoseeinformationaboutthecontact.TheContacts>View contactscreendisplays. ClickLogeventtomanuallyaddanentrytothiscontactseventlog. SeeManualEventLoggingonpage61forinformationonthescreen thatdisplays. ClickEdittomodifythecontactsinformation.TheContacts>Edit contactscreendisplays. ClickDeletetoremovethecontactfromInterspireEmailMarketer.
Activitystatus
Confirmed
Action
CreatingandEditingContactLists
Takethefollowingstepstocreateoreditacontactlist: 1 Tocreateanewcontactlist,clickContactlistsinthenavigationbar.SelectCreatea contactlist. Toeditanexistingcontactlist,clickContactlistsinthenavigationbar,selectView contactlists.ClicktheEditlinknexttothecontactlistyouwanttomodify. 2 Configurethefieldsinthescreenthatdisplays.
USINGCONTACTLISTS 45
Figure 17 CreateorEditaContactList
Table 6 CreateorEditaContactList
46
USINGCONTACTLISTS
Table 6 CreateorEditaContactList
SelectthefieldsyouwanttodisplayinthelistsViewcontactspage.
Note:Configurethisfieldandusethe%%companyaddress%%variablein youremailstoadheretotheCANSPAMact. Companyphone number Enteryourcompanyaddress.Thisisusedwhenyouaddthe %%companyphone%%variableinyouremailstothislist. Note:Configurethisfieldandusethe%%companyphone%%variableinyour emailstoadheretotheCANSPAMact. Bounceaccountdetails Processbounced emails Selectthecheckboxtoprocessbouncedemails(seeBouncedEmailson page38). Note:Ifyoudonotprocessbouncedemailsyourserverisindangerof becomingblacklistedduetorepeatedattemptstoemailunavailable accounts. Bounceemail servername IfyouselectedtheProcessbouncedemailscheckbox,entertheIP addressorhostnameoftheserveryouwanttousetoprocessbounced emails.
Bounceemailuser Entertheusernameforyouraccountontheemailserveryouusefor name processingbouncedemails. Bounceemail password IMAPemail account Enterthepasswordforyouraccountontheemailserveryouusefor processingbouncedemails. SelectthecheckboxiftheaccountonthebounceserverisanIMAP (InternetMessageAccessProtocol)account. DeselectthisiftheaccountisaPOP3(PostOfficeProtocolversion3) account.
USINGCONTACTLISTS 47
Table 6 CreateorEditaContactList
Useextramail settings
Selectthisifyouneedtoconfigurethebounceemailserveraccount further.Thefollowingfieldsdisplay: Donotvalidatecertificate:selectthisifyoudonotwanttovalidate theserversSSL(SecureSocketsLayer)certificate. Usethisifyourserverusesaselfsignedcertificate.Ifyouarenotsure whetheryourserverusesaselfsignedcertificate,donotselectthis. DonotuseTLS:selectthisifyoudonotwanttouseTLS(Transport LayerSecurity)toconnecttotheserver.Ifyouarenotsurewhether youwanttouseTLS,donotselectthis. DonotuseSSL:selectthisifyoudonotwanttouseSSL(Secure SocketsLayer)toconnecttotheserver.Ifyouarenotsurewhetheryou wanttouseSSL,donotselectthis. Others:enteranyotheroptionsrequiredtoconnecttotheserver. Selectthisifyouwanttodeleteemailsfromtheserveronceyouhaveread them.Ifyoudidnotsaveanemailonyourcomputer,youwillnotbeable torereadtheemail. Clickthistotestthebounceemailaccountbysendingatestemail.
3 ClickSavetosaveyourchanges.Alternatively,clickCanceltoreturntotheView contactlistsscreenwithoutsavinganychanges.
ProcessingBouncedEmails
Bouncedemailprocessingclearsyourcontactlistsofinvalidemails(seeBouncedEmailson page38). Ifyouuseautomaticbouncedemailprocessing,youdonotneedtoperformmanual bouncedemailprocessing. SeeManagingEmailSettingsonpage245forinformationonconfiguringdefaultglobal automaticbouncedemailsettings. SeeCreatingandEditingContactListsonpage44forconfiguringautomaticbounced emailprocessingforindividualcontactlists. Takethefollowingstepstomanuallyprocessbouncedemails: 1 ClickContactlistsinthenavigationbar,thenclickProcessbouncedemails.
Figure 18 ProcessingBouncedEmails
48
USINGCONTACTLISTS
3 Enterthedetailsoftheemailserveryouwanttousetoprocessbouncedemails.
Table 7 ProcessingBouncedEmails:EnterServerDetails
IfyouselectedtheProcessbouncedemailscheckbox,entertheIP addressorhostnameoftheserveryouwanttousetoprocessbounced emails. Entertheusernameforyouraccountontheemailserveryouusefor processingbouncedemails. Enterthepasswordforyouraccountontheemailserveryouusefor processingbouncedemails. SelectthecheckboxiftheaccountonthebounceserverisanIMAP (InternetMessageAccessProtocol)account. DeselectthisiftheaccountisaPOP3(PostOfficeProtocolversion3) account. Selectthisifyouneedtoconfigurethebounceemailserveraccount further.Thefollowingfieldsdisplay: Donotvalidatecertificate:selectthisifyoudonotwanttovalidate theserversSSL(SecureSocketsLayer)certificate. Usethisifyourserverusesaselfsignedcertificate.Ifyouarenotsure whetheryourserverusesaselfsignedcertificate,donotselectthis. DonotuseTLS:selectthisifyoudonotwanttouseTLS(Transport LayerSecurity)toconnecttotheserver.Ifyouarenotsurewhether youwanttouseTLS,donotselectthis. DonotuseSSL:selectthisifyoudonotwanttouseSSL(Secure SocketsLayer)toconnecttotheserver.Ifyouarenotsurewhether youwanttouseSSL,donotselectthis. Others:enteranyotheroptionsrequiredtoconnecttotheserver. Selectthisifyouwanttodeleteemailsfromtheserveronceyouhaveread them.Ifyoudidnotsaveanemailonyourcomputer,youwillnotbeable torereadtheemail.
Useextramail settings
Agreetodelete emails
USINGCONTACTLISTS 49
Figure 20 ProcessingBouncedEmails:StartProcessing
5 ClickStartProcessing.Ascreendisplaysindicatingprogress.
Figure 21 ProcessingBouncedEmails:Progress
6 Ascreendisplayswithasummaryoftheprocessingoperation.ClickViewbounce statisticstoseedetailedinformation.
Figure 22 ProcessingBouncedEmails:Summary
Creating,EditingandViewingSegments
ClickContactlistsinthenavigationbar,thenclickViewsegments.
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USINGCONTACTLISTS
Figure 23 ViewingSegments
Table 8 ViewingSegments
Createasegment
Usethistodeleteoneormoresegments.Selectthesegment(or segments)youwanttodeleteandselectDeletetheselectedsegment(s). Thisdisplaysthedescriptivenameofthesegment. Thisdisplaysthedateonwhichthesegmentwasdefined. Thisdisplaysthecurrentnumberofcontactswithinthesegment(thosein therelevantcontactlistorlists,whoseinformationmatchesthe segmentsrules). ClickViewcontactstoseealistofallthecontactsinasegment.See ViewingaSegmentsContactsonpage52. ClickEdittomodifyasegmentssettings.Thefieldsthatdisplayare thesameastheCreateasegmentscreen;seeCreatingaSegmenton page50. ClickCopytocreateanewcopyofthesegment.Thenewsegment displays,withCopyofappendedtotheoriginalname. ClickDeletetoremovethesegmentfromInterspireEmailMarketer. Note:Whenyoudeleteasegment,thecontactsinthesegmentarenot deleted.
Action
CreatingaSegment
Takethefollowingstepstocreateasegment: 1 ClickContactlistsinthenavigationbar,thenViewSegments.
USINGCONTACTLISTS 51
Figure 24 CreatingaSegment
2 ClickCreateaSegment.
Figure 25 CreatingaSegment:ConfigureSegment
3 EnteradescriptiveSegmentname. 4 IntheSegmentcontactsfromlist,selectthecontactlistsyouwanttoincludeinthe segment.Youcanusethesearchboxbelowthelisttofindcontactlists. 5 ChooseaMatchtype.ThiscontrolshowInterspireEmailMarketerappliestherules youconfigure. SelectMatchallrules(ANDcondition)tofindonlycontactswhomatcheveryrule youdefine. SelectMatchanyrule(ORcondition)tofindcontactswhomatchoneormoreof therulesyoudefine. 6 DefineyourSegmentrules.Thesearetheconditionsacontactmustmatchtobe includedinthesegment.
52
ViewingaSegmentsContacts
Toviewalistofthecontactsbelongingtoasegment,clickContactlistsinthenavigation bar,selectViewsegments,andthenclicktheViewcontactslinknexttoasegment. Youcan: Addanewcontact:addacontacttoInterspireEmailMarketer. Deleteselectedcontact(s):removetheselectedcontactsfromInterspireEmail Marketer. Updatecontactstoreceivetextcampaigns:changethestatusofselectedcontacts, allowingthemtoreceiveemailsintextformat. UpdatecontactstoreceiveHTMLcampaigns:changethestatusofselectedcontacts, allowingthemtoreceiveemailsinHTMLformat. Updatecontactsstatustoconfirmed:confirmedcontactsarethosewhohavereplied toaconfirmationrequestemail.Usethistochangetheselectedcontactorcontactsto confirmedstatus. Updatecontactsstatustounconfirmed:unconfirmedcontactsarethosewhohavenot yetrepliedtoaconfirmationrequestemail.Usethistochangetheselectedcontactor contactstounconfirmedstatus. Youcanalsoview,editanddeletecontacts.
USINGCONTACTLISTS 53
Figure 26 ViewingaSegmentsContacts
Table 9 ViewingSegmentContacts
View
Thisdisplaysthesegmentname.ClickthetriangularicontoviewContact listsorSegments.
Figure 27 ContactListandSegmentMenu
Search
Addacontacttomy list
Chooseanaction
Selectoneormorecontacts,selectanoptionfromthelistandclickGoto performtheselectedaction.
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USINGCONTACTLISTS
Table 9 ViewingSegmentContacts
Selectaboxbelongingtoacontactbeforechoosinganoptionfromthe Chooseanactionlist. Selecttheboxatthetopofthecolumntoselectallcontacts. Emailaddress Dateadded Emailformat Thisistheaddresstowhichemailsforthiscontactaresent. Thisisthedatethiscontactwasaddedtothecontactlist. ThisdisplaysHTMLifthecontactisconfiguredtoreceiveHTML emails. ThisdisplaysTextifthecontactisconfiguredtoreceiveplaintext emails. Thisdisplaysactiveifemailsaresenttothecontact. Thisdisplaysunsubscribedifthecontactwasunsubscribedfromthe list. Thisdisplaysbouncedifemailstothiscontacthavenotbeendelivered, andemailsarenolongersenttothecontact. ThisdisplaysConfirmedifthecontacthasrepliedtoaconfirmation requestemail. ThisdisplaysUnconfirmedifthecontacthasnotyetrepliedtoa confirmationrequestemail. Thisdisplaysthenameofthecontactlisttowhichthiscontactbelongs. ClickViewtoseeinformationaboutthecontact.TheContacts>View contactscreendisplays. ClickEdittomodifythecontactsinformation.TheContacts>Edit contactscreendisplays. ClickDeletetoremovethecontactfromInterspireEmailMarketer.
Activitystatus
Confirmed
Contactlist Action
55
UsingContacts
ThischapterdiscusseshowtousetheContactsmenuinthenavigationbar.
Figure 28 TheContactListsMenu
ContactsOverview
Acontactisapersontowhomyousendemailcampaigns.Contactscanbeaddedto InterspireEmailMarketerinoneofthreeways. Youmanuallycreateacontactrecordandinputtheinformationyourself. YouimportcontactsfromaCSV(CommaSeparatedValue)file.InterspireEmail Marketercreatescontactrecordsforeachentry. Acontactsignsupatyourwebsite.InterspireEmailMarketercreatesthecontactrecord. Contactsarearrangedintocontactlists.Eachcontactmustbelongtoonecontactlist.See ContactListOverviewonpage37formoreinformation. Youcanalsoarrangecontactsusingsegments;listsofcontactsinoneormorecontactlists thatsharecertaincriteria.SeeCreating,EditingandViewingSegmentsonpage49formore information. Eachcontacthasacontactrecordthatcontainsinformationaboutthepersonitrepresents. Whenyoucreateacontactlist,youspecifythetypesofinformationyouwanttoholdby selectingthefieldsforthelist.Allcontactrecordsinalisthavethesamefields. Therearetwotypesoffield:builtinandcustom.Youcandefinecustomfieldsyourself, usingtheCustomfields>Createacustomfieldscreens.
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USINGCONTACTS
EventLoggingOverview
EverycontactinInterspireEmailMarketerhasapersonaleventlog.ThisisaCRM (CustomerRelationshipManagement)featurethatallowsanyuserofInterspireEmail Marketertoinstantlyseeinformationaboutinteractionwiththecontact. Eventscanbeloggedeitherautomaticallyormanually. WhenInterspireEmailMarketerperformsanactionthatrelatestoacontact(suchas sendinganemailtothecontact)aneventisloggedautomatically. WhenyouwanttologaneventthatInterspireEmailMarketercannotlogautomatically, suchasaphonecallorameeting,youcanaddaneventlogentrymanually(seeManual EventLoggingonpage61). Toseeacontactseventlog,either: ClickthecontactsiconintheContacts>Viewcontactsscreen. InacontactsViewcontactsscreen,scrolldowntotheEventlogsection.
ViewingandManagingContacts
ToviewthecontactsstoredinInterspireEmailMarketer,clickContactsinthenavigation bar,thenclickViewallcontacts. Youcan: Addanewcontact:addacontacttoInterspireEmailMarketer. Deleteselectedcontact(s):removetheselectedcontactsfromInterspireEmail Marketer. Updatecontactstoreceivetextcampaigns:changethestatusofselectedcontacts, allowingthemtoreceiveemailsintextformat. UpdatecontactstoreceiveHTMLcampaigns:changethestatusofselectedcontacts, allowingthemtoreceiveemailsinHTMLformat.
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USINGCONTACTS
Table 10 ViewingContacts
View
Bydefault,thisdisplaysAllcontacts.Clickthetriangularicontoview ContactlistsorSegments.
Figure 30 ContactListandSegmentMenu
Search
Addacontacttomy list
Chooseanaction
USINGCONTACTS 59
Table 10 ViewingContacts
Dateadded Emailformat
Thisisthedatethiscontactwasaddedtothecontactlist. ThisdisplaysHTMLifthecontactisconfiguredtoreceiveHTML emails. ThisdisplaysTextifthecontactisconfiguredtoreceiveplaintext emails. ThisdisplaysActiveifemailsaresenttothecontact. ThisdisplaysUnsubscribedifthecontactwasunsubscribedfromthe list. ThisdisplaysBouncedifemailstothiscontacthavenotbeen delivered,andemailsarenolongersenttothecontact. ThisdisplaysConfirmedifthecontacthasrepliedtoaconfirmation requestemail. ThisdisplaysUnconfirmedifthecontacthasnotyetrepliedtoa confirmationrequestemail. Thisdisplaysthenameofthecontactlisttowhichthiscontactbelongs. ClickViewtoseeinformationaboutthecontact.TheContacts>View contactscreendisplays(seeViewingAContactonpage59). ClickLogeventtomanuallyaddanentrytothiscontactseventlog. SeeManualEventLoggingonpage61forinformationonthescreen thatdisplays. ClickEdittomodifythecontactsinformation.TheContacts>Edit contactscreendisplays. ClickDeletetoremovethecontactfromInterspireEmailMarketer.
Activitystatus
Confirmed
Contactlist Action
ViewingAContact
ToviewinformationaboutacontactstoredinInterspireEmailMarketer,clickContactsin thenavigationbar,thenclickViewallcontacts.ClicktherelevantcontactsViewlink.
Figure 32 ViewContact
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USINGCONTACTS
Table 11 ViewContact
Clickthistomakechangestothecontactsinformation.SeeAddingor EditingaContactonpage64forinformationonthescreenthatdisplays. ClickthistoremovethecontactfromInterspireEmailMarketer.Adeleted contactsinformationcannotberetrieved. Clickthistoreturntothepreviousscreen. Thissectiondisplaysinformationaboutthecontact. Thisdisplaystheemailaddresstowhichemailsforthiscontactaresent. ThisdisplaysHTMLifthecontactisconfiguredtoreceiveHTML emails. ThisdisplaysTextifthecontactisconfiguredtoreceiveplaintext emails. ThisdisplaysConfirmediftheuserhasconfirmedthatheorshewants tobeinyourcontactlist. ThisdisplaysUnconfirmediftheuserhasnotyetconfirmedthatheor shewantstobeinyourcontactlist. ThisdisplaysActiveifemailsaresenttothecontact. ThisdisplaysUnsubscribedifthecontactwasunsubscribedfromthe list. ThisdisplaysBouncedifemailstothiscontacthavenotbeendelivered, andemailsarenolongersenttothecontact. Thisdisplaysthedateandtimeatwhichthecontactaskedtobeaddedto yourcontactlist.
Confirmation status
Status
Contactrequest date
ContactrequestIP ThisdisplaystheIPaddressfromwhichthecontactrequestedtobeadded toyourcontactlist,ifknown. ThisdisplaysUnknowniftheIPaddressisnotknown,orifthecontactwas addedbyanadministrator. Contactconfirm date Ifthecontacthasconfirmedthatheorshewantstobeaddedtoyour contactlist,thisdisplaysthedateandtimethatthisconfirmationwas made.
ContactconfirmIP ThisdisplaystheIPaddressfromwhichthecontactconfirmedthatheor shewantedtobeaddedtoyourcontactlist,ifknown. ThisdisplaysUnknowniftheIPaddressisnotknown,orifthe confirmationwasmadebyanadministrator. Eventlog ThissectiondisplaysinformationaboutInterspireEmailMarketerevents thatrelatetothiscontact,oreventsthatyouhaveaddedtothelog manually.SeeEventLoggingOverviewonpage56formoreinformation. Thisdisplaysthesubjectoftheeventlogentry. Thisdisplaysthetypeofeventthatthelogentrydescribes. Thisdisplaysthedateandtimethatthelogentrywascreated,orlast edited. ThisdisplaystheusernameoftheInterspireEmailMarketeruserwho createdtheentry(formanualentries)orperformedtheactioninInterspire EmailMarketerthatcreatedtheentry(forautomaticentries). SelectEdittomakechangestotheeventlogentry.SeeManualEvent Loggingonpage61forinformationonthefieldsthatdisplay. SelectDeletetoremovetheentryfromtheeventlog.Deletedevent logentriescannotberetrieved.
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ManualEventLogging
Thissectiondescribeshowtomanuallyaddanentrytoacontactseventlog. Note:Forinformationonautomaticeventlogging,seeEventLoggingOverviewonpage56. 1 Tomanuallyaddanentrytoacontactseventlog,either: ClickthecontactsLogeventlinkintheContacts>Viewcontactsscreen. ClicktheLogeventbuttonwhileeditingorviewingacontact.
Figure 33 ManualEventLogging:Step1
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SearchingYourContacts
Takethefollowingstepstoconductanadvancedsearchofyourcontacts. Note:Toconductasimplesearch,usetheSearchboxintheContacts>Viewallcontacts screen(andotherscreens). 1 ClickContactsinthenavigationbar,thenclickSearchcontacts.
Figure 35 SearchingContacts:ChooseListorSegment
USINGCONTACTS 63
Figure 36 SearchingContacts:FilterandShowFields
6 ConfiguretheFilterbybasicdetailsfields: Ifyouwanttosearchforallorpartofanemailaddress,enteritintheEmailaddress field. IfyouwanttosearchforcontactsconfiguredtoreceiveHTMLorTextemailsonly, selecttherelevantoptionfromtheEmailformatlist. IfyouwanttosearchforcontactswhoareConfirmedorUnconfirmedonly,select therelevantoptionfromtheConfirmationstatuslist.Ifyouwanttosearchforboth, leaveBothconfirmedandunconfirmedselected(default). IfyouwanttosearchforcontactswhoareActive,Bounced,orUnsubscribed,select therelevantoptionfromtheActivitystatuslist. IfyouwanttosearchforcontactswhosubscribedBeforeorAfteracertaindate, Betweentwodates,orExactlyonaparticulardate,selectYes,filterbydate subscribedandmaketherelevantselectioninthefieldsthatdisplay.
Figure 37 SearchingContacts:FilterByDateSubscribed
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Figure 38 SearchingContacts:FilterByLink
Ifyouwanttosearchforcontactswhohaveopenedanemail,selectHasopenedin thefirstlist,andselecttheemailcampaigninthesecondlist. Ifyouwanttofindcontactswhohavenotyetopenedanemail,selectHasnot opened,andselecttheemailcampaigninthesecondlist. 7 IntheVisiblefieldssection,selectthefieldsthatyouwanttoseeinthesearchresults list. 8 Ifthecontactlistcontainscustomfields,youcansearcheachfieldintheFilterby customfieldssection. 9 ClickNext. 10 TheSearchresultsscreendisplays,showingthecontactsthefulfillthecriteriayou specified.ThefieldsinthisscreenarethesameasthoseintheViewcontactsscreen; seeViewingandManagingContactsonpage56.
AddingorEditingaContact
Takethefollowingstepstoaddacontacttooneofyourcontactlists: Note:Ifyouwanttoaddcontactsfromafile,seeImportingContactsFromaFileonpage67. 1 ClickContactsinthenavigationbar,thenclickAddacontact.
USINGCONTACTS 65
Figure 40 AddaContact:SelectContactList
2 SelecttheContactlisttowhichyouwanttoaddthecontact.ClickNext.
Figure 41 AddaContact:AddContactDetails
3 Enterthecontactsdetails: EnterthecontactsEmailaddress. SelectanoptionfromtheEmailformatlist.IfyouwantthecontacttoreceiveHTML emails,selectHTML.Ifyouwantthecontacttoreceiveplaintextemails,select Text. Note:ContactssettoreceiveHTMLemailscanalsoreceivetextemails. SelectaConfirmationstatus.Ifyouwanttosendaconfirmationemailtothe contactlater,selectUnconfirmed.Otherwise,selectConfirmed. 4 Ifthecontactlisttowhichyouareaddingthiscontacthasadditionalcustomfields, entertherequiredinformationintheCustomfielddetailssectionofthisscreen. Note:Iftherearedatebasedcustomfields,youcanaddafollowupremindertoyour GoogleCalendar.SeeCreatingGoogleCalendarFollowUpRemindersonpage66for informationonaddingafollowupreminder,andseeConfiguringGoogleCalendar Settingsonpage241forinformationonconfiguringGoogleCalendar.
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CreatingGoogleCalendarFollowUpReminders
Ifthecontactlisttowhichacontactbelongscontainsdatebasedcustomfields,youcanuse themtoaddfollowupstoGooglecalendar. Note:forinformationonhowtocreateadatebasedcustomfieldforacontactlist,see CreatingandEditingCustomFieldsonpage130. Inordertodothis,youmustfirstsetupInterspireEmailMarketersGoogleCalendar integration;seeConfiguringGoogleCalendarSettingsonpage241. ToaddaGoogleCalendarfollowup: 1 ClickContactsinthenavigationbar,thenViewallcontacts.ClickthecontactsEdit link. 2 Locatethecustomdatefieldforwhichyouwanttocreateafollowupreminder.Click thefields icon. Note:Thisicondisplaysnexttoallcustomdatefields.Iftheicondoesnotdisplaynexttoa fieldforwhichyouwanttocreateafollowupreminder,ensurethatitisaproper daterelatedcustomfield(seeCreatingandEditingCustomFieldsonpage130). ConfigurethescreenthatdisplayswiththeinformationyouwanttodisplayinGoogle calendar.TheWhenfieldsareprepopulatedwiththedatafromthecontactscustom field.However,youcanchangethemifyouwant. Note:TheURLthatdisplaysintheDescriptionfieldallowsyoutonavigatebacktothe contactspagefromGoogleCalendar;donotdeleteit.
Figure 42 GoogleCalendar:ConfigureReminder
ImportingContactsFromaFile
TakethefollowingstepstoimportcontactinformationfromaCSVfiletoInterspireEmail Marketer. 1 ClickContactsinthenavigationbar,thenclickImportcontactsfromafile.
Figure 44 ImportContactsFromaFile
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2 Selectthecontactlist(orlists)towhichyouwanttoimportcontactsintheContactlist field.
Figure 45 DefineFileParameters
3 IntheImportdetailssection,definehowyouwanttoimportthecontacts: Ifyouintendtosendconfirmationemailstothecontactsinthefuture(aspartofa doubleoptinprocedure),selectUnconfirmedintheMarkasconfirmedlist. Otherwise,selectConfirmed. Ifyouwanttoconfigureimportedcontactstoreceiveplaintextemailsonly,select TextintheFormatlist.Otherwise,selectHTML. Note:HTMLcontactscanreceivebothHTMLandtextemails. WhenyouselectYes,overwriteexistingcontactdetails,anemailaddressthatis alreadystoredinthecontactlistisoverwrittenifthesameaddressappearsinthe importedcontactlist. WhenyouselectYes,addcontactstoautoresponders,anyautoresponders createdforthislistaresentouttotheimportedcontacts.Ifyoudeselectthisoption, theimportedcontactsdonotreceiveautoresponders. Ifyouarenotsure,deselectthisoption. 4 IntheFiledetailssection,specifyhowthefileyouwanttoimportisconfigured: Ifthefileyouwanttoimportcontainsheaders(alineofinformationatthestartof thefilethatdefinesfieldnames),selectYes,thisfilecontainsheaders. Note:Thenamesoffieldheadersshouldbeseparatedbythecharacteryouspecifyinthe Fieldseparatorfield. SpecifytheFieldseparatoryourfileusestoidentifywherefieldsbeginandend.
USINGCONTACTS 69 Note:InaCSVfile,thefieldseparatorisusuallyacomma. Ifyourfileusesacharactertoenclosefieldsinformation,enterithere.Ifyouarenot sure,leavethisfieldblank. 5 Ifyouwanttoimportafilefromyourcomputer,selectUploadafilefrommy computerandclickBrowsetolocatethefile. 6 IfyouwanttoimportafilethatisalreadyontheInterspireEmailMarketerserver, selectImportafilefrommywebsiteandselectthefile. Note:UploadthefiletotheserversAdmin/Importfolderfirst. 7 ClickNext.
Figure 46 DefineFieldMapping
10 ClickStartimporting.
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Figure 48 ImportInProgress
Whentheprocessiscomplete,ascreendisplayswithareportoftheresults.
Figure 49 ContactImportReport
ExportingContactsToaFile
TakethefollowingstepstoexportcontactstoaCSV(CommaSeparatedValue)orXML (ExtensibleMarkupLanguage)file: Note:Youcanexportallcontactsfromalist(ormultiplelists),orexportonlycontactswho matchcertaincriteria. 1 ClickContactsinthenavigationbar,thenclickExportcontactstoafile.
USINGCONTACTS 71
Figure 50 ExportContactsToaFile
2 SelectaSearchoption: TocreateaCSVfilecontainingallthecontactsinalist,selectExportallcontactsin theselectedcontactlist. TocreateaCSVfilecontainingonlycontactswhomatchcertaincriteria,select Exportspecificcontactsfromwithintheselectedcontactlist.Youcanselect criteriainthenextscreen(seestep4). 3 Selectthecontactlist(orlists)youwanttoexportintheContactlistfield.Tosearch foralist,enteryoursearchterminthefieldbelow. 4 IfyouselectedExportspecificcontactsfromwithintheselectedcontactlist,a screendisplaysallowingyoutorefineyourcriteria.Seestep6onpagepage63for informationonconfiguringthefieldsinthisscreen. ClickNextwhenyouhavefinished.
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Figure 51 SpecifyContactFileDetails
5 SpecifyaFileformat: ChoosewhethertoexportaCSVfileoranXMLfile. 6 IfyouchoseCSVfile,chooseyourExportoptions: Note:ThissectiondoesnotdisplayifyouselectedXMLfileintheFileformatsection. Note:Ifyouareunsurewhattoselectinthissection,leavethesefieldsattheirdefaults. ChoosewhetherornottoIncludefieldheaders.Ifyouincludefieldheaders,thefirst lineofyourfilespecifiesfieldheaders(forexample,Email,Format,Status). SpecifyaFieldseparatorcharacter.Thisisthecharacterthatseparatespiecesof informationinthefile. SpecifyaFieldenclosedbycharacter.Ifyouenteracharacterinthisfield,the characterappearstoeithersideofeachpieceofinformationinthefile. 7 SelecttheinformationfieldsyouwanttoincludeintheexportedCSVorXMLfileinthe Fieldstoincludesection. 8 ClickNext.
Figure 52 StartExporting
9 ClickStartexporting.InterspireEmailMarketerpreparesthefile.
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Figure 53 ExportingContacts
Whenthefileisready,thefollowingscreendisplays.
Figure 54 DownloadContactsFile
10 ClickClickheretodownloadtheexportfile.TheCSVorXMLfiledisplaysinanew browserwindow.
Figure 55 ViewExportedContactsFile
Alternatively,rightclickClickheretodownloadtheexportfileandselectSavelink as.
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Figure 56 SaveExportedContactsFile
RemovingContacts
TakethefollowingstepstopermanentlyremoveacontactfromInterspireEmailMarketer: Note:Youcanremovecontactsbyenteringtheiraddressmanually,orbyuploadingafile containingtheaddressesofeachcontactyouwanttoremove.Alternatively,usethe Contacts>Viewallcontactsscreentodeletesinglecontacts. Note:Youcanalsousethisproceduretomarkcontactsasunsubscribed;seestep4onpage page75. 1 ClickContactsinthenavigationbar,thenclickRemovecontacts.
Figure 57 RemoveaContact:ChooseContactList
2 Selectthecontactlistfromwhichyouwanttoremovecontacts.ClickNext.
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Figure 58 RemoveaContact:DefineContacts
Enterthefilepathofthefileyouwanttouse,orclickBrowseandlocatethefile. 4 UsetheForthecontactsabovefieldtospecifywhetheryouwanttodeletethe contactspermanently,orjustmarkthemasunsubscribed: Ifyouwanttodeletethecontactspermanently,selectRemovethemfrommylist permanently. Ifyouwanttomarkthecontactsasunsubscribed,butkeepthecontactsdetails, selectMarkthemasunsubscribedinmylist. 5 ClickNext. 6 Ascreendisplayswithareportoftheresults.Youcanusethisscreentodeletemore contactsfromthelist.
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Figure 61 RemovedContactReport
ViewingSuppressedEmailAddresses
Suppressedemailaddressesarethosetowhichemailaddressesareneversent,evenifthe addressissubscribedtoalist.Youcanviewsuppressedemailaddressesforallcontactlists, orforaspecificlist. Takethefollowingstepstoseethesuppressedemailaddressesforacontactlist: 1 ClickContactsinthenavigationbar,thenclickEmailSuppressionList.
Figure 62 EmailSuppressionList:ChooseContactList
2 Choosethecontactlistforwhichyouwanttoseesuppressedemailaddresses.Tosee suppressedemailaddressesforalllists,selectGlobalSuppression.
Figure 63 EmailSuppressionList:ViewSuppressedEmailAddresses
USINGCONTACTS 77 3 Thisscreendisplaysthelistofsuppressedemailaddressesforthelistorlistsyou specified,aswellasthedateonwhicheachaddresswassuppressed.Youcantakethe followingactions: ClickSuppressanemailordomaintoaddanentrytotheemailsuppressionlist.See SuppressinganEmailAddressorDomainonpage77. SelectthecheckboxnexttoanEmailaddress(selectthecheckboxattheheadof thecolumntoselectallentriesinthelist)andclickDeleteselectedtoremovethe addressfromthelist.Theaddressisnolongersuppressed.Youcanalsodeletean addressbyclickingitsDeletelink. ClickanaddresssEditlinktoeditthesuppressedaddresssdetails.
Figure 64 EditSuppressedEmailAddress
SuppressinganEmailAddressorDomain
Youcanbaranemailaddressoradomain(likeexampledomain.com,forinstance)from havingemailssenttoit.Thisisknownassuppressingtheemailaddressordomain. Thistakesprecedenceoverothersettings;forinstance,anemailaddressmaybeanactive memberofacontactlist,butitwillneverhaveemailsorautoresponderssenttoitifitis suppressed. Note:Youcansuppressemailaddressesanddomainsbyenteringtheinformation manually,orbyuploadingafilecontainingtheinformation.Alternatively,usethe Contacts>Emailsuppressionlistscreentosuppresssingleemailaddressesor domains. Takethefollowingstepstosuppressanemailaddressoradomain: 1 ClickContactsinthenavigationbar,thenclickSuppressanemailordomain.
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Figure 65 SuppressanEmailorDomain:SelectContactList
2 SelectthecontactlistfromwhichyouwantthisaddressordomaintobebarredintheI wanttosuppresscontactsfromlist.Tobaranaddressordomainfromallcontact lists,selectGlobalsuppression. 3 Definetheaddressesordomainsyouwanttosuppress: Note:Tosuppressadomain,enteritinthefollowingformat:@domain.tld,where domainisthedomainyouwanttosuppress,and.tldisthetopleveldomain (.com,forexample). So,tosuppressallemailaddressesbelongingtowww.yahoo.co.uk(forexample), enter@yahoo.co.uk. Toentertheemailaddressesordomainsmanually,selectIwanttotypetheemail addresses/domainstosuppressintoatextbox.Entertheaddressesordomainsin thefieldthatdisplays.
Figure 66 EnterAddressesorDomainsforSuppressionManually
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Figure 68 SuppressedEmailAddressorDomainReport
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81
UsingEmailCampaigns
ThischapterdescribestheEmailcampaignsmenuinthenavigationbar.
Figure 69 TheEmailCampaignsMenu
EmailCampaignsOverview
Emailcampaignsaretheemailsyousendouttoyourcontacts. Eachemailcampaignyouplan,create,andsendouttransmitsanemail,basedonanHTML orplaintexttemplate(orboth),toeachoftheaddressesstoredinthecontactlistyouselect (seeUsingContactListsonpage37).
ArchivingEmailCampaigns
Whenyouarchiveemailcampaigns,allemailssenttoacontactlistareavailableonthe Internet,andcanbeviewedbycampaignrecipientsinthecontactlist.Inordertosetthisup, youmustarchivetheemailcampaigns(clicktheArchivefieldintheViewemailcampaigns screen,orusetheCreateanemailcampaignscreen;seeCreatingandEditingEmail Campaignsonpage87).Youmustalsoincludealinktothearchive(usingthe %%mailinglistarchive%%variable)intheemailcampaignsyousendtothecontactlist.
ActivatingEmailCampaigns
Onlyemailcampaignsthatareactivatedmaybesent.Thismeansthatanadministratorcan assignspecificpermissionstodifferentusersthatallowoneusertodesignacampaign,and anothertoauthorizeit.
SplitTestingEmailCampaigns
Splittesting,alsoknownasA/Btesting,isascientificmethodoftestingyouremail campaignseffectivenessusingstatisticalanalysis.
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Whenyouperformanormalcampaignsend,yousendoneemailtoyourwholecontactlist. YoucanthenseehowwellitperformedusingInterspireEmailMarketersstatisticalanalysis tools.However,whenyouperformasplittestyousplityourcontactlistintodifferent partsandsendadifferentemailcampaigntoeachpart.Then,youcanseehowwelleach emailperformedandselectthemosteffective. Splittestingisessentiallyacompetitionbetweenemailcampaigns,inwhichthelosersare discardedandthewinnerisusedinfuturecampaigns.Youcanselectthecriteriaonwhichto judgethewinner(openrateorclickthroughrate)andInterspireEmailMarketertrackseach emailsperformanceanddecidesthewinner. Splittestsareusuallyperformedonvariationsofthesamebasicemailcampaign,noton vastlydifferentemails.Forexample,youmightsplittesttwoemailsthatareidentical exceptfortheirslightlydifferentsubjectlines,inordertoseewhichvariationisopened mostoften.However,youwouldnotsplittestoneemailadvertisingaseasonaldiscounton storemerchandiseandanotherofferingafreeholiday;thiswouldnotproducemeaningful results. ThetermA/Btestingsuggestsasplittestmustbeacompetitionbetweentwoemails. However,thisisnotthecasewithInterspireEmailMarketer,whichallowsyoutocreate testsusinganynumberofemails.Thismeansthatyoucanperformhighlydetailedand efficientsplitteststhatcomparemultipleemailvariationssimultaneously.
ManualandAutomaticSplitTesting
InterspireEmailMarketersupportsbothmanualandautomaticsplittesting. Whenyouusemanualsplittesting,InterspireEmailMarketersendstheemail campaignsyouhaveincludedinthetest,trackseachemail,andletsyouviewtheir effectivenessintheStatistics>Splitteststatisticsscreen.Manualsplittestshaveno cutofftime.
Figure 70 ManualSplitTesting
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Figure 72 AutomaticSplitTesting
SplitTestingTips
Ifyouhavenotusedsplittestingbefore,herearesometipsthatmightbehelpful: Dontcompareapplesandoranges.Makesurethattheemailsyouaretestingare variationsofoneemail,notcompletelydifferentemails.Splittestingisdesignedtohelp finetuneyouremailmarketing,notmakebroaddecisionsonmarketingdirection.
USINGEMAILCAMPAIGNS 85 Keepitsimple.Aswithanyscientifictest,resultsareonlymeaningfuliftheycompare twothingsthatdifferonlyinasinglefeature.Forexample,testtwoemailsthatdiffer onlyintheirfontcolors,ortwoemailsthatdifferonlyintheirsubjectlines.Donttest oneemailagainstanotherthathasadifferentsubjectline,graphicdesignandbodytext; theresultswouldnotletyouknowwhichelementisaffectingperformance. InterspireEmailMarketerletsyoutestanunlimitednumberofemailssimultaneously. Forthemostinformativeresultswhentestingmultiplevariations,createanemail campaignforeachvariationorcombinationofvariations. Includeacontrol.Inscientifictesting,acontrolisanelementofthetestthat providesabaseresultagainstwhichotherresultscanbecompared.Forinstance,ina pharmaceuticaltestasectionofthetestgroupisgivenaplaceboinsteadofthereal drug.Thisallowsthescientistconductingthetesttoexcludetheinfluenceofother variablesontheresults.Inemailsplittestingthismeansthatyoushouldalwaysinclude theoriginalversionoftheemail,whichhashadnochangesorvariationsappliedtoit. Thisisparticularlyimportantifyouaresplittestingvariationsofanemailcampaignthat youhaveusedinthepast.Inordertoaccuratelygaugetheeffectivenessofeachnew variation,youmustcompareitagainstthecontrolemail(whichissentatthesametime asthevariations)andNOTtheemailyousentinthepast.Ifyoucomparedthenew variationsperformanceagainstthatoftheemailyousentinthepast,yourresultscould beaffectedbyamultitudeofvariables(timeofdaytheemailwassent,thedayofthe week,theseason,economicconditions,andmanymore)thatwouldseverelyimpairthe comparison. Usealargetestgroup.Likeanystatisticalanalysis(politicalpolls,forexample)the largerthetestgroupyouuse,themoreaccurateandreliableyourresultswillbe. Usethecorrectmetric.InterspireEmailMarketerletsyoubaseyoursplittestonopen ratesorclickthroughrates(linksclicked).Makesureyouselectthemetricthatmakes sensebasedonthetypeofvariationyouretesting.Ifyouaretestingvariationsinyour subjectline,itmakessensetousetheopenrate(sincerecipientsopenordontopen emailsbasedlargelyonthesubjectline).Ifyouaretestingvariationsinyouremails graphicdesign,itmakessensetousetheclickthroughrate;itwouldbeuselesstobase thetestontheemailsopenrate,sincerecipientsdonotseeanemailsdesignuntilafter theyhaveopenedit.
ViewingandManagingEmailCampaigns
Toviewanexistingemailcampaignyoualreadycreated,clickEmailcampaignsinthe navigationbar,thenclickViewemailcampaigns.Thisscreenallowsyoutoviewand manageallemailcampaignsyouhavecreatedinthepast(whetheryoualreadysentthem ornot). Youcan: Createanemailcampaign:buildanewemailcampaign.SeeCreatingandEditingEmail Campaignsonpage87. Delete:removethecampaign(orcampaigns)fromInterspireEmailMarketer.The campaigncannotberetrieved.
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Table 12 ViewingEmailCampaigns
USINGEMAILCAMPAIGNS 87
Table 12 ViewingEmailCampaigns
Archive
A icondisplaysiftheemailcampaignisautomaticallyarchivedonthe InterspireEmailMarketerserver. A icondisplaysiftheemailcampaignisnotautomaticallyarchivedon theInterspireEmailMarketerserver. ClickViewtoseeafullscreenpreviewoftheemailcampaign. ClickSendtoselectacontactlistandsendthecampaigntothe contactsinthelist.ThescreensthatdisplayaresimilartotheSendan emailcampaignscreens(seeSendingEmailCampaignsonpage91). ClickResendtotrysendinganemailcampaignagain.Thisoption displaysonlywhenanemailcampaignthatyousentpreviouslyfailed tosendcompletely. ClickEdittoupdatethecampaign.Thescreensthatdisplayaresimilar totheCreateanemailcampaignscreens(seeCreatingandEditing EmailCampaignsonpage87). ClickCopytocreateanewcopyofthecampaign.Thenewcampaign displays,withCopyofappendedtotheoriginalname. ClickDeletetoremovethecampaignfromInterspireEmailMarketer.
Action
CreatingandEditingEmailCampaigns
InterspireEmailMarketersemailcampaignsareusuallybasedontemplates(seeUsing Templatesonpage205).Youcantakeatemplateandcustomizeitforuseinyour campaign;replacingitstextwithyourown,addingorremovingsectionsandimages,and modifyingitsformattingifrequired. Alternatively,youcancreateanewemailcampaignwithoutusingatemplate.Ifyouchoose todothis,youcanbuildthecampaignyourselfusingthetextorHTMLeditor,orimportan HTMLfilefromyourcomputerorawebpage. Takethefollowingstepstocreateacustomemailcampaign: 1 ClickEmailcampaignsinthenavigationbarandselectCreateanemailcampaign.
Figure 74 CreateanEmailCampaign
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2 EnteranewEmailCampaignName. 3 Selectthetypeofcampaignyouwanttocreate. SelectHTMLandTextifyouwantemailstobesentwithbothHTMLandplaintext elements(multipart).EmailclientsthatcandisplayHTMLmessagesusetheHTML element,andclientsthatcannotdisplayHTMLusetheplaintextelement. SelectTextifyouwantemailsyousendtobesentinplaintextonly. SelectHTMLifyouwantemailsyousendtobesentinHTMLonly.Ifyouselectthis option,youremailswillnotdisplayinemailclientsthatcannotdisplayHTML messages. 4 Ifyouwanttobasethisemailcampaignonanexistingtemplate,selectthetemplatein theEmailtemplatelist.Apreviewofthetemplatedisplays. Ifyoudonotwanttobasethiscampaignonanexistingtemplate,selectNotemplate intheEmailtemplatelist. 5 ClickNext.
USINGEMAILCAMPAIGNS 89
Figure 75 TheEmailCampaignEditor
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Note:IfyouselectedTextonlyinthepreviouspage,theHTMLContentsectioninthispage doesnotdisplay.Likewise,ifyouselectedHTMLonly,theTextContentsectionin thispagedoesnotdisplay. 6 SpecifyhowyouwanttobuildtheHTMLemail. IfyouwanttousethebuiltinWYSIWYG(WhatYouSeeIsWhatYouGet)editorin thispage,selectCreatecontentusingtheWYSIWYGeditorbelow. IfyouwanttouseanHTMLfileonyourcomputer,selectUploadafilefrommy computer.ClicktheBrowsebuttonthatdisplays.Afileuploadwindowdisplays; locateandselectthefileyouwanttouseandclickOK.ClickUpload.TheHTML editorscreenupdatestoshowthenewfile. IfyouwanttouseafilefromapageontheInternet,selectImportafilefromaweb siteandenterthefullURL(forexample,http://www.examplesite.com/ examplepage.html)inthefieldthatdisplays.ClickImport.TheHTMLeditorscreen updatestoshowthenewfile. 7 CustomizetheHTMLemailusingtheeditor.SeeUsingtheHTMLEditoronpage159 formoreinformation. 8 Customizethetextemailusingtheeditor.SeeUsingtheTextEditoronpage195for moreinformation. 9 Checkthatyouremailcampaignwillnotbemarkedasspambyarecipient'semail client.ClickCheckyouremailforspam. Note:Thischecksthetextinyouremailcampaignagainstalistofknownspamkeywords. However,itcannotguaranteethatyourcampaignwillbedeliveredtoallrecipients.
Figure 76 CheckYourEmailforSpam
USINGEMAILCAMPAIGNS 91 10 Checkthatyourcampaigndisplayscorrectlyinavarietyofcommonemailclients.Click Viewyouremailindifferentemailprograms.TheEmailValidationscreendisplaysin anewwindow(seeValidatinganEmailonpage197).Whenyouhavefinished,close thewindow. 11 ConfiguretheMiscellaneousoptions. SelectYes,thisemailcampaignisactiveifyouwantthetemplatetobeavailable foruseonceyouhavesavedit.Otherwise,deselectthisoption.Youcanactivatethe templatelater. SelectYes,archivethisemailcampaignifyouwanttoplacethecampaigninthe archivefortheselectedcontactlist.Contactsinthelistcanseeallemailssenttothe listinthepast(ifyouprovidethemwithalinktodoso). 12 Ifyouwanttotestthecampaignbysendingittoyourownemailaddress: EntertheemailaddressfromwhichyouwanttosendthetestemailintheSend previewfromthisemailfield. EntertheemailaddresstowhichyouwanttosendthetestemailintheSend previewtothisemailfield. Tosendthetestemail,clickPreviewyouremailcampaign.Checktheinboxofthe accountyouenteredintheSendPreviewtothisEmailfield. 13 Finishthecampaign. ClickSave&keepeditingtosavethenewcampaignandremaininthisscreento makefurtherchanges. ClickSaveandexittosavethenewcampaignandgototheViewCustom Templatesscreen(seeManagingCustomEmailTemplatesonpage206). ClickCanceltoreturntotheViewCustomTemplatesscreenwithoutsavingthe template.Anychangesyoumadearelost.
SendingEmailCampaigns
Takethefollowingstepstosendanexistingemailcampaign: 1 ClickEmailcampaignsinthenavigationbar,thenselectSendemailcampaign.
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Figure 77 SendanEmailCampaign
2 SelectthecontactstowhomyouwanttosendthecampaignintheIwanttosection: TosendthecampaigntotheentirelistyouselectintheContactlistfield,select Sendanemailtoallcontactsintheselectedlist(s)below. Toperformasearch(seestep5),andsendthecampaigntoonlythecontacts matchingthesearch,selectSendanemailtocontactswhomatchmysearch criteriaintheselectedlist(s)below. TosendthecampaigntotheentirelistyouselectintheSegmentsfield,selectSend anemailtoallcontactsintheselectedsegment(s)below. 3 Selectthecontactlist(s)orsegment(s)towhichyouwanttosendtheemailcampaign. Usethesearchboxbelowthelisttosearchforcontactlistsorsegments. 4 ClickNext. 5 Ifyouoptedtoperformasearchforthecontactstowhomyouwanttosendthe campaign,thefollowingscreendisplays.Ifyoudidnotopttoperformasearch,skipto step6.
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Figure 78 SendanEmailCampaign:SearchContacts
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Figure 79 SendanEmailCampaign:CampaignSettings
Table 13 SendanEmailCampaign:CampaignSettings
Emailcampaignsettings Sendthisemail campaign Sendfromthis name Sendfromthis emailaddress Sendreplyemails to Selecttheemailcampaignthatyouwanttosendfromthelist.Click Previewtoseethecampaigninanewbrowserwindow. Thisdisplaysthedefaultfromnameforthecontactlistyouselected.If youwanttouseadifferentname,enterthenewnameinthisfield. Thisdisplaysthedefaultfromemailaccountforthecontactlistyou selected.Ifyouwanttouseadifferentemailaccount,enterthenew addressinthisfield. Thisdisplaysthedefaultreplyemailaddressforthiscontactlist.Whena contactrepliestoyouremailcampaign,thisistheaddresstowhichthe replyissent.Ifyouwanttouseadifferentaddress,enterthenewaddress inthisfield. Thisdisplaysthedefaultbouncedemailaddressforthiscontactlist.Thisis theaddresstowhichundeliverableemailsaresent.Ifyouwanttousea differentaddressforhandlingbouncedemails,enterthenewaddressin thisfield.
Sendbounced emailsto
USINGEMAILCAMPAIGNS 95
Table 13 SendanEmailCampaign:CampaignSettings
Sendyour campaignnow?
Selectthisifyouwanttosendtheemailcampaignimmediately. Deselectthistoscheduleadateandtimetosendtheemail.
Figure 80 ScheduleEmailCampaign
Selectthedate,monthandyearinthefirstthreelists,andselectthe hour,minuteandAM/PMinthelastthreelists. Notifyowner aboutsending? Myfirstname customfieldis Selectthisifyouwanttosendanemailtothelistownerwhenascheduled campaignstartssending,andanotherwhenitfinishessending. Ifyouremailcampaignusesacustomfieldtodefinearecipientsfirst name,selectithere. Ifyouremailcampaignusesasinglefieldtodefinearecipientsname, selectitinthisfield. Note:Thisfielddisplaysonlywhentheselectedcontactlistcontains customfields. Mylastname customfieldis Ifyouremailcampaignusesacustomfieldtodefinearecipientslast name,selectithere. Ifyouremailcampaignusesasinglefieldtodefinearecipientsname, leavethisfieldblank. Note:Thisfielddisplaysonlywhentheselectedcontactlistcontains customfields. Sendyouremailas SelectthistosendbothHTMLandtextelementsofamultipartemail multipart? campaigntorecipients.Thisallowsarecipientsemailclienttochoosethe correctdisplaymethod. Note:Usethisoptionifyouareunsure.Also,usethisoptionifyoudont provideyourrecipientswiththeabilitytochooseHTMLortext emails. Trackopenrates forHTMLemails? SelectthistohaveInterspireEmailMarketertracktheproportionofHTML emailsopenedbytheirrecipients.
Advancedsettings(optional)
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Table 13 SendanEmailCampaign:CampaignSettings
SelectthistohaveInterspireEmailMarketeruseGoogleAnalyticstotrack yourcampaignslinks.
Figure 81 UseGoogleAnalytics
7 ClickNextwhenyouhavefinishedconfiguringthisscreen.Alternatively,clickCancel toreturntotheViewemailcampaignsscreenwithoutsavingyourchanges.
Figure 82 SendanEmailCampaign:Report
8 Ascreendisplays,showingareportoftheemailcampaignyouareabouttosend. ReviewtheinformationandclickSchedulemyEmailCampaigntocontinue. Alternatively,clickCanceltoreturntotheViewemailcampaignsscreenwithout savingyourchanges. 9 Thescreenthatdisplaysnextdependsonwhetherornotyouhaveenabledscheduled sending(intheSettings>Cronsettingsscreen). Ifscheduledsendingisenabled,theViewscheduledemailqueuescreendisplays (seeViewingScheduledEmailCampaignsonpage106).Theemailcampaignwillbe sentthenexttimeCronrunsscheduledsending. Note:ThishappensevenifyouselectedSendyourcampaignnow.Forthisreason,itis importantthatyouconfigurescheduledsendingtorunfrequently(intheSettings> Cronsettingsscreen)evenifyoudonotwanttoscheduleemailsending. Alternatively,youcanavoidthisissuebyturningscheduledsendingoffifyoudonot requireit. Ifscheduledsendingisdisabled,awarningdisplays.ClickOK.
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Figure 83 SendinganEmailCampaign:Warning
InterspireEmailMarketerbeginstosendyourcampaign.Anewbrowserwindow displays,showinghowmuchtimeisremaining.
Figure 84 SendinganEmailCampaign:SendinginProgress
ViewingandManagingSplitTests
ToviewdetailsabouttheemailcampaignsplittestsconfiguredinInterspireEmail Marketer,clickEmailcampaignsinthenavigationbar,thenclickViewsplittests.
Figure 86 ViewingSplitTests
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USINGEMAILCAMPAIGNS
Table 14 ViewingSplitTests
Createasplittest Deleteselected
Name Campaigns
Type
Thisdisplaysthetypeoftest: SplittestdisplaysifyouselectedFindawinningemailandshowme theresultswhenyoucreatedthetest.Thecampaignsaresenttothe wholecontactlistinequalproportion,andthewinnerisdisplayedto you. BestperformingdisplaysifyouselectedFindawinningemailthen sendittomylistautomaticallywhenyoucreatedthetest.The campaignsaresenttoasmallpartofyourcontactlist,andthewinner isautomaticallysenttotherestofthelist. Thisdisplaysthedateonwhichthetestwascreated.
Created
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Table 14 ViewingSplitTests
Lastsent Action
Thisdisplaysthedateonwhichthetestwaslastperformed.Ifthetesthas neverbeenperformed,Notsentdisplays. ClickWaitingtosendtoseewhenascheduledtestwillbesent.The Viewscheduledemailqueuescreendisplays(seeViewingScheduled EmailCampaignsonpage106). Note:Thisoptiondisplaysonlywhenatestisscheduledandhasyettobe sent. ClickatestsPauselinktostopsendingthetest.ClickitsResumelink tobeginsendingthetestagain. Note:Theseoptionsdisplayonlywhenatestiscurrentlybeingsent. ClickatestsSendlinktoperformthetest. Note:BeforeyousendBestperformingtests,youneedtoenableSplit testcampaignsintheSettings>Cronsettingsscreen. ClickatestsEditlinktomakechangestothetest.SeeCreatingand EditingSplitTestsonpage99forinformationonthescreenthat displays. ClickatestsCopylinktocreateanewtestwiththesamepropertiesas theoriginal.ThenewtestdisplaysinthelistwithCopyofprependedto itsname. ClickatestsDeletelinktoremovethetestfromInterspireEmail Marketer.Deletedtestscannotberetrieved. Note:Whenyoudeleteatest,itsassociatedemailcampaignsarenot deleted.
CreatingandEditingSplitTests
Tocreateanewsplittest,clickEmailcampaignsinthenavigationbar,thenViewsplit tests.ClicktheCreateasplittestbutton. Toeditanexistingsplittest,clickEmailcampaignsinthenavigationbar,thenViewsplit tests.ThenclicktherelevanttestsEditlink. Note:Thisscreenallowsyoutosetupyourtest;youcanchoosethepeopletowhomyou wanttosenditlateron(seePerformingaSplitTestonpage101).
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Figure 87 CreatingaSplitTest
Table 15 CreatingaSplitTest
Enteranameforthissplittest.Thenameonlydisplaysinthe configurationinterface,andnottoyourcontacts. Selecttheemailcampaignsthatyouwanttoincludeinthistest. Note:Youcanselectasmanyemailcampaignsasyouwant. ClickthistoseealltheemailcampaignsyouselectedintheChoosewhich emailstosendlist.Eachemailcampaignopensinanewbrowserwindow. Usethisfieldtospecifyhowthewinningemailcampaignischosen: SelectNumberofpeoplewhoopentheemailtochoosetheemail campaignthatisopenedmostoften. SelectNumberofpeoplewhoclickalinkintheemailtochoosethe emailinwhichalinkisclickedmostoften(theonewiththehighest clickthroughrate). Note:Whenyouselectthisoption,InterspireEmailMarketercountsthe totalnumberclicksonalllinksineachemailcampaign,notanyone linkinparticular.
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Table 15 CreatingaSplitTest
Thekindoftesttorun Usethissectiontodefinewhethertoperformamanualtestoran automatictest,andtoconfigurehowthetestshouldproceed: SelectFindawinningemailandshowmetheresultsifyouwantto performamanualtest.Whenyouselectthisoption,InterspireEmail Marketersplitsthecontactlist(orlists)intoequalpartsandsendseach emailcampaigntoonepart.Youcanthenvieweachemailcampaigns performanceintheStatistics>Splitteststatisticsscreens. Forexample,ifyouselecttwoemailcampaignsandhave1000people inyourcontactlist,eachemailcampaignissentto500people. Note:Ifyouchoosethisoption,youmaywanttofirstsetupanewcontact listfortestsubjects,ratherthansendingittoyourcompletecontact list.Ifso,seeCreatingandEditingContactListsonpage44. SelectFindawinningemailthensendittomylistautomaticallyif youwanttoperformanautomatictest.Whenyouselectthisoption, youcanspecifythepercentageofyourcontactlistscontactsthatare testsubjects.InterspireEmailMarketerperformsthetest,thenwaits theamountoftimeyouspecifybeforedeclaringawinningemail campaign(basedonthecriteriayouselect).InterspireEmailMarketer thensendsthewinningemailcampaigntotheremainderofyour contactlistscontacts(thosenotinthetestgroup). IntheEmailswillbesentinequalgroupsto(...)%ofyourlistfield, enterthepercentageofyourcontactlistscontactsthatshouldbein thetestgroup.Thedefaultis10%. IntheThebestperformingemailwillthenbesenttotherestofyour list(...)laterfield,selectthenumberofHoursorDaysafterwhich InterspireEmailMarketerdecidesthewinningemail. Note:Theminimumtesttimeistwohours,andthemaximumisthirty days. Forexample,ifyouhaveacontactlistof5000people,selectfiveemail campaigns,specifyatestgroupoftenpercentandatesttimeofone day,eachemailissentto100people,andthewinningemailissentto theremaining4,500peoplethenextday. Saveandsend Clickthistosaveyourchangestothetest,andsenditimmediately.See PerformingaSplitTestonpage101forinformationonthescreenthat displays. ClickthistosaveyourchangestothetestandreturntotheViewsplit testsscreen. ClickthistoreturntotheViewsplittestsscreenwithoutsavingyour changes.
Saveandexit Cancel
PerformingaSplitTest
Tosendasplittesttomembersofyourcontactlists: 1 ClickEmailcampaignsinthenavigationbar,thenclickViewsplittests.Clickthe relevantsplittestsSendlink. Alternatively,whilecreatingoreditingasplittest,clickitsSaveandsendbutton(see CreatingandEditingSplitTestsonpage99).
3 SelectthecontactstowhomyouwanttosendthetestintheIwanttosection: TosendthecampaigntotheentirelistyouselectintheContactlistfield,select Sendtheselectedsplittesttoallcontactsintheselectedlist(s)below. TosendthecampaigntothesegmentyouselectintheSegmentsfield,selectSend anemailtoallcontactsintheselectedsegment(s)below. Note:Segmentsdefineasubsectionofacontactlist.Inordertoselectasegmenthere,you mustfirstcreatesegments;seeCreating,EditingandViewingSegmentsonpage49. 4 Selectthecontactlist(s)orsegment(s)towhichyouwanttosendtheemailcampaign. Usethesearchboxbelowthelisttosearchforcontactlistsorsegments. 5 ClickNext. 6 Thescreenthatdisplaysallowsyoutoconfigureyourcampaignssettings.
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Figure 89 SendingaSplitTest:TestSettings
Table 16 SendingaSplitTest:TestSettings
Splittestcampaignsettings Sendfromthis name Sendfromthis emailaddress Sendreplyemails to Thisdisplaysthedefaultfromnameforthecontactlistyouselected.If youwanttouseadifferentname,enterthenewnameinthisfield. Thisdisplaysthedefaultfromemailaccountforthecontactlistyou selected.Ifyouwanttouseadifferentemailaccount,enterthenew addressinthisfield. Thisdisplaysthedefaultreplyemailaddressforthiscontactlist.Whena contactrepliestoyouremailcampaign,thisistheaddresstowhichthe replyissent.Ifyouwanttouseadifferentaddress,enterthenewaddress inthisfield. Thisdisplaysthedefaultbouncedemailaddressforthiscontactlist.Thisis theaddresstowhichundeliverableemailsaresent.Ifyouwanttousea differentaddressforhandlingbouncedemails,enterthenewaddressin thisfield.
Sendbounced emailsto
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Table 16 SendingaSplitTest:TestSettings
Sendyoursplit testnow?
Selectthisifyouwanttosendthesplittestcampaignimmediately. Deselectthistoscheduleadateandtimetosendtheemail.
Figure 90 ScheduleSplitTest
Selectthedate,monthandyearinthefirstthreelists,andselectthe hour,minuteandAM/PMinthelastthreelists. Notifyowner aboutsending? Myfirstname customfieldis Selectthisifyouwanttosendanemailtothelistownerwhenascheduled campaignstartssending,andanotherwhenitfinishessending. Ifyouremailcampaignsuseacustomfieldtodefinearecipientsfirst name,selectithere. Ifyouremailcampaignsuseasinglefieldtodefinearecipientsname, selectitinthisfield. Note:Thisfielddisplaysonlywhentheselectedcontactlistcontains customfields. Mylastname customfieldis Ifyouremailcampaignsuseacustomfieldtodefinearecipientslast name,selectithere. Ifyouremailcampaignsuseasinglefieldtodefinearecipientsname, leavethisfieldblank. Note:Thisfielddisplaysonlywhentheselectedcontactlistcontains customfields. Sendyouremailas SelectthistosendbothHTMLandtextelementsofamultipartemail multipart? campaigntorecipients.Thisallowsarecipientsemailclienttochoosethe correctdisplaymethod. Note:Usethisoptionifyouareunsure.Also,usethisoptionifyoudont provideyourrecipientswiththeabilitytochooseHTMLortext emails. Trackopenrates forHTMLemails? SelectthistohaveInterspireEmailMarketertracktheproportionofHTML emailsopenedbytheirrecipients. Note:Thisoptioncannotbedeselected,asitisnecessaryforsplittesting campaignstowork. Tracklinksclicked SelectthistohaveInterspireEmailMarketertracktheproportionoflinks inthisemail inthissplittestthatareclickedbytherecipient. Note:Thisoptioncannotbedeselected,asitisnecessaryforsplittesting campaignstowork. Embedimagesas attachments SelectthistoembedtheimagesyousendinHTMLemails,ratherthan linkingtothem.Thisallowsrecipientstoviewtheemailcampaignoffline, butcanincreasetheemailsizesignificantly.
Advancedsettings(optional)
7 ClickNext.Inthescreenthatdisplays,reviewyoursplittest.
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Figure 91 SendingaSplitTest:ReviewTest
8 ClickSchedulemysplittestcampaignwhenyouarereadytosendyourtest. 9 Thescreenthatdisplaysnextdependsonwhetherornotyouhaveenabledsplittest scheduling(intheSettings>Cronsettingsscreen). Ifsplittestschedulingisenabled,theViewsplittestsscreendisplays(seeViewing andManagingSplitTestsonpage97).Waitingtosenddisplaysinthesplittests Actionfield.ThesplittestwillbesentthenexttimeCronrunssplittestsending. Note:ThishappensevenifyouselectedSendyoursplittestnow.Forthisreason,itis importantthatyouconfiguresplittestschedulingtorunfrequently(intheSettings> Cronsettingsscreen)evenifyoudonotwanttoschedulesplittestsending. Alternatively,youcanavoidthisissuebyturningsplittestschedulingoffifyoudonot requireit. Ifsplittestschedulingisdisabled,awarningdisplays.ClickOK.
Figure 92 SendingaSplitTest:Warning
InterspireEmailMarketerbeginstosendyoursplittest.Anewbrowserwindow displays,showinghowmuchtimeisremaining.
Figure 93 SendingaSplitTest:SendinginProgress
Note:Asstatedinthewarningthatdisplayedpreviously,doNOTclosethiswindow, otherwiseyourtestwillnotbesentcorrectly.
ViewingScheduledEmailCampaigns
Toviewdetailsabouttheemailcampaignsthatarescheduledtobesent,clickEmail campaigns,thenclickViewscheduledemailqueue. Youcan: Sendanemailcampaign:buildanewemailcampaign.SeeSendingEmailCampaigns onpage91. Delete:removethecampaign(orcampaigns)fromInterspireEmailMarketer.The campaigncannotberetrieved. YoucanalsoView,PauseorEditacampaign.
Figure 95 ViewScheduledEmailCampaigns
Table 17 ViewScheduledEmailCampaigns
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Table 17 ViewScheduledEmailCampaigns
Datescheduled Activitystatus
Thisdisplaysthedateandtimeatwhichtheemailcampaignisscheduled tobesent. Foremailcampaignsscheduledtobesentataspecifictimeinthe future,atimerdisplaysthatcountsdowntothetimeatwhichthe campaignwillbesent. Waitingtosenddisplaysiftheemailcampaignisscheduledfor immediatesending,butisyettobesent.Thecampaignwillbesent whenthecronjobruns. Pauseddisplayswhentheemailcampaignhasbeentemporarily stopped. Completedisplayswhentheemailcampaignhasfinishedsending. ClickViewtoseeapreviewoftheemailcampaigninanewbrowser window. ClickPausetotemporarilystopacampaignthatisrunning. ClickResumetostartacampaignthathasbeentemporarilystopped. ClickEdittochangethesettingsofanemailcampaign.SeeCreating andEditingEmailCampaignsonpage87formoreinformation. ClickDeletetoremovethecampaign(orcampaigns)fromInterspire EmailMarketer.Thecampaigncannotberetrieved.
Action
108 USINGEMAILCAMPAIGNS
109
UsingAutorespondersandTriggers
ThischapterdiscusseshowtousetheAutorespondersmenuinthenavigationbar.
Figure 96 TheAutorespondersMenu
AutorespondersOverview
AutorespondersareemailssentoutautomaticallybyInterspireEmailMarketerinresponse toactionstakenbyacontact(signingupforanewsletter,forexample). Youcansetupautoresponderstobesentoutatspecifictimesafterthecontacthasbeen addedtothecontactlist. Youcanalsoconfigureanautorespondertobesenttoonlythecontactsinthelistthat matchthesearchcriteriayouspecify.
TriggersOverview
Whenyousetuptriggers,youcanconfigurecertainthingstohappenautomaticallywhen certainothereventsoccur. Forexample,youcansetupatriggersothateveryoneinyourcontactlistreceivesaHappy Birthdayemailontheirbirthday,oraXmasspecialofferemailaweekbeforeChristmas. Youcanalsosetuptriggersthatautomatecertainemailprocesses.Forexample,youcould automaticallyaddacontacttoawarmleadscontactlistwhenthecontactopensyour email,oryoucouldincludeaTellmemorelinkinanemail,andautomaticallysenda personalizedemailresponsetoallcontactswhoclickthelink. Thefollowingfigureshowshowtriggerswork.
110 USINGAUTORESPONDERSANDTRIGGERS
Figure 97 TriggersOverview
Event:thisiswhatsetsoffthetrigger.Itcanbeeitherdaterelated,oremailrelated. Daterelatedeventscanbebasedonacustomfieldyouhavesetupforyourcontactlist (forexample,eachcontactsbirthday)orbasedonasingledatethatyouspecifywhen yousetupthetrigger(forexample,Christmas). Note:Ifyouwanttobaseyourtriggeronavariable,customfieldrelateddate,youneedto setupthecustomfieldinyourcontactlist(orlists)beforeyousetupthetrigger. Emailrelatedeventscanbebasedonacontacteitheropeninganemail,orclickinga specificlinkinanemail. Trigger:thetriggerconfigurationdefinestheeventthatsetsoffthetrigger,the resultingresponse,andthetimerelationbetweentheeventandtheresponse. Relation:whenyoucreateadaterelatedtrigger,youcanconfigureittobesetoffon, beforeoraftertheevent.Youcanalsosetittobesetoffon,beforeorafterthenext anniversaryoftheevent,oronallfutureanniversaries. Whenyoucreateanemailbasedtrigger,youcanconfigureittobesetoffonorafterthe event. Response:thisistheactionthatistakenwhenthetriggerissetoff.Theseactionscanbe external(sendinganemailtothecontact)orinternal(addingthecontacttoanew contactlist,orremovingthecontactfromthecurrentcontactlist). Youcanperformmultipleactions;forexample,ifacontactinyourRawleadslistclicks aTellmemorelinkinanemail,youcanautomaticallysendasubsequentemailwith moreinformation,addthecontacttoaWarmleadscontactlist,andremovethe contactfromtheRawleadslist,allatthesametime.
ViewingAutoresponders
Takethefollowingstepstoviewdetailsaboutanautoresponderyoualreadycreated. 1 ClickAutorespondersinthenavigationbar,thenclickViewautoresponders.
USINGAUTORESPONDERSANDTRIGGERS 111
Figure 98 ViewAutoresponders:ChooseContactList
3 Thisscreenallowsyouto: Createanautoresponder:clickthistobegindefininganewautoresponderforthis contactlist(seeCreatingandEditingAutorespondersonpage112). Deletetheselectedautoresponder(s):removetheautoresponder(or autoresponders)fromInterspireEmailMarketer.Theautorespondercannotbe retrieved. Activatetheselectedautoresponder(s):whenactivated,anautoresponderwillbe senttocontactsatthespecifiedtime. Deactivatetheselectedautoresponder(s):whendeactivated,anautoresponder willnotbesenttocontacts. YoucanalsoView,EditandCopyautoresponders.
Table 18 ViewAutoresponders
112 USINGAUTORESPONDERSANDTRIGGERS
Table 18 ViewAutoresponders
Selectaboxbelongingtoanautoresponderbeforechoosinganoption fromtheChooseanactionlist. Selecttheboxatthetopofthecolumntoselectallautoresponders. Name Created Sent Owner Active Thisdisplaysthenameoftheautoresponder. Thisdisplaysthedateonwhichtheautoresponderwascreated. Thisdisplaysthetimethattheautoresponderissentafteracontactsigns up. ThisdisplaysthenameoftheInterspireEmailMarketeruserwhocreated theautoresponder. Atick( )displaysiftheautoresponderisenabled.The autoresponderissentwhenattherelevanttime. Across( )displaysiftheautoresponderisdisabled.The autoresponderisnottakenattherelevanttime. ClickViewtoseeafullscreenversionoftheautoresponder. ClickEdittoupdatetheautoresponder.Thescreensthatdisplayare similartotheCreateanAutoresponderscreens(seeCreatingand EditingAutorespondersonpage112). ClickCopytocreateanewcopyoftheautoresponder.Thenew autoresponderdisplays,withCopyofappendedtotheoriginalname. ClickDeletetoremovetheautoresponderfromInterspireEmail Marketer.Theautorespondercannotberetrieved.
Action
CreatingandEditingAutoresponders
InterspireEmailMarketerallowsyoutocreateautorespondersusingthebuiltineditor. Note:Ifyouwanttocreateanewautoresponderbasedonanautoresponderyoucreated previously,usetheAutoresponders>Viewautorespondersscreentocopythe template,theneditthenewtemplate.SeeViewingAutorespondersonpage110. Toeditanautoresponder,clickitsEditlinkintheAutoresponders>Viewautoresponders screen. Takethefollowingstepstocreateanautoresponder: 1 ClickAutorespondersinthenavigationbarandselectCreateanautoresponder.
USINGAUTORESPONDERSANDTRIGGERS 113
Figure 100 CreateanAutoresponder:SelectaContactList
2 SelectthecontactlistforthisautoresponderandclickNext.
Figure 101 CreateanAutoresponder:NameandSearch
114 USINGAUTORESPONDERSANDTRIGGERS
Figure 102 AutoresponderFilterOptions
ConfiguretheFilterbybasicdetailsfields: Ifyouwanttosendthisautoresponderonlytocontactswithacertaintypeofemail address(forexample,allcontactsathotmail.com),enterallorpartoftheemail addressintheEmailaddressfield. IfyouwanttosendthisautoresponderonlytocontactsconfiguredtoreceiveHTML orTextemailsonly,selecttherelevantoptionfromtheMatchformatlist. IfyouwanttosendthisautoresponderonlytocontactswhoareConfirmedor Unconfirmedonly,selecttherelevantoptionfromtheMatchconfirmedstatuslist. Ifyouwanttosearchforboth,leaveBothconfirmedandunconfirmedselected (default). Ifyouwanttosendthisautoresponderonlytocontactswhohave,orhavenot, clickedaspecificlinkinyourautoresponder,selectYes,filterbylink.
Figure 103 Autoresponder:FilterByLink
Table 19 Autoresponder:SendingOptions
Autoresponderdetails Sendfromthis name Sendfromthis emailaddress Sendreplyemails to Thisdisplaysthedefaultfromnameforthecontactlistyouselected.If youwanttochangethisname,enterthenewnameinthisfield. Thisdisplaysthedefaultfromemailaccountforthecontactlistyou selected.Ifyouwanttouseadifferentemailaccount,enterthenew addressinthisfield. Thisdisplaysthedefaultreplyemailaddressforthiscontactlist.Whena contactrepliestoyourautoresponder,thisistheaddresstowhichthe replyissent.Ifyouwanttouseadifferentaddress,enterthenewaddress inthisfield. Thisdisplaysthedefaultbouncedemailaddressforthiscontactlist.Thisis theaddresstowhichundeliverableemailsaresent.Ifyouwanttousea differentaddressforhandlingbouncedemails,enterthenewaddressin thisfield.
Sendbounced emailsto
116 USINGAUTORESPONDERSANDTRIGGERS
Table 19 Autoresponder:SendingOptions
Emailformat
SelectHTMLandTextifyouwantthisautorespondertobesentwith bothHTMLandplaintextelements(multipart).Emailclientsthatcan displayHTMLmessagesusetheHTMLelement,andclientsthat cannotdisplayHTMLusetheplaintextelement. SelectTextifyouwantthisautorespondertobesentinplaintextonly. SelectHTMLifyouwantthisautorespondertobesentinHTMLonly.If youselectthisoption,youremailswillnotdisplayinemailclientsthat cannotdisplayHTMLmessages. Ifyourautoresponderusesacustomfieldtodefinearecipientsfirst name,selectithere. Ifyourautoresponderusesasinglefieldtodefinearecipientsname, selectitinthisfield. Ifyourautoresponderusesacustomfieldtodefinearecipientslastname, selectithere. Ifyourautoresponderusesasinglefieldtodefinearecipientsname,leave thisfieldblank. Selectthistosendtheautorespondertocontactswhoalreadybelongto thecontactlist. Forexample,ifyousetupanautorespondertosendninetydaysaftera contactwasaddedtothelist,contactswhowereaddedtothelistfewer thanninetydaysagowillreceivetheautoresponderontherelevantdate. SelectAssoonasthecontactjoinsmylisttosendtheautoresponderto contactsimmediatelywhentheyjointhelist. SelectAfterthecontacthasbeenonmylistfortosendthe autoresponderaspecificnumberofhours,days,weeks,monthsoryears afterthecontacthasjoinedthelist.Enterthetimeinthefieldsthat display.
Myfirstname customfieldis
Mylastname customfieldis
Sendtoexisting contacts
Advancedoptions Sendyouremailas SelectthistosendbothHTMLandtextelementsofamultipart multipart? autorespondertorecipients.Thisallowsarecipientsemailclientto choosethecorrectdisplaymethod. Note:Usethisoptionifyouareunsure.Also,usethisoptionifyoudont provideyourrecipientswiththeabilitytochooseHTMLortext emails. Trackopenrates forhtmlemails? SelectthistohaveInterspireEmailMarketertracktheproportionof HTMLautorespondersopenedbytheirrecipients.
Tracklinksclicked SelectthistohaveInterspireEmailMarketertracktheproportionoflinks inthisemail? inthisautoresponderthatareclickedbytherecipient. YoucanviewtheresultsofclickedlinksintheStatistics>Autoresponder statistics. Embedimagesas attachments? SelectthistoembedtheimagesyousendinHTMLemails,ratherthan linkingtothem.Thisallowsrecipientstoviewtheautoresponderoffline, butcanincreasetheemailsizesignificantly.
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Table 19 Autoresponder:SendingOptions
Selectthetemplateuponwhichyouwanttobasethisautoresponder.
7 ClickNext.Theautorespondereditordisplays.
118 USINGAUTORESPONDERSANDTRIGGERS
Figure 107 TheAutoresponderEditor
USINGAUTORESPONDERSANDTRIGGERS 119 Note:IfyouselectedTextonlyinthepreviouspage,theHTMLContentsectioninthispage doesnotdisplay.Likewise,ifyouselectedHTMLonly,theTextContentsectionin thispagedoesnotdisplay. 8 SpecifyhowyouwanttobuildtheHTMLautoresponder. IfyouwanttousethebuiltinWYSIWYG(WhatYouSeeIsWhatYouGet)editorin thispage,selectCreatecontentusingtheWYSIWYGeditorbelow. IfyouwanttouseanHTMLfileonyourcomputer,selectUploadafilefrommy computer.ClicktheBrowsebuttonthatdisplays.Afileuploadwindowdisplays; locateandselectthefileyouwanttouseandclickOK.ClickUpload.TheHTML editorscreenupdatestoshowthenewfile. IfyouwanttouseafilefromapageontheInternet,selectImportafilefromaweb siteandenterthefullURL(forexample,http://www.examplesite.com/ examplepage.html)inthefieldthatdisplays.ClickImport.TheHTMLeditorscreen updatestoshowthenewfile. 9 CustomizetheHTMLemailusingtheeditor.SeeUsingtheHTMLEditoronpage159 formoreinformation. 10Customizethetextemailusingtheeditor.SeeUsingtheTextEditoronpage195for moreinformation. 11Checkthatyourautoresponderwillnotbemarkedasspambyarecipient'semail client.ClickCheckyouremailforspam. Note:Thischecksthetextinyourautoresponderagainstalistofknownspamkeywords. However,itcannotguaranteethatyourautoresponderwillbedeliveredtoall recipients.
Figure 108 CheckYourEmailforSpam
120 USINGAUTORESPONDERSANDTRIGGERS 12 Checkthatyourautoresponderdisplayscorrectlyinavarietyofcommonemailclients. ClickViewyouremailindifferentemailprograms.TheEmailValidationscreen displaysinanewwindow(seeValidatinganEmailonpage197).Whenyouhave finished,closethewindow. 13 Ifyouwanttotesttheautoresponderbysendingittoyourownemailaddress: EntertheemailaddressfromwhichyouwanttosendthetestemailintheSend previewfromthisemailfield. EntertheemailaddresstowhichyouwanttosendthetestemailintheSend previewtothisemailfield. Tosendthetestemail,clickPreviewyouremailcampaign.Checktheinboxofthe accountyouenteredintheSendPreviewtothisEmailfield. 14 Finishtheautoresponder: ClickSave&keepeditingtosavethenewautoresponderandremaininthisscreen tomakefurtherchanges. ClickSaveandexittosavethenewautoresponderandgototheViewCustom Templatesscreen(seeManagingCustomEmailTemplatesonpage206). ClickCanceltoreturntotheViewCustomTemplatesscreenwithoutsavingthe template.Anychangesyoumadearelost.
ViewingandManagingTriggers
ToviewtheeventtriggersalreadysetupinInterspireEmailMarketer,clickAutoresponders inthenavigationbar,thenViewtriggers. Note:Beforeyousetuptriggers,youneedtoenablescheduling(cronjobs).SeeManaging CronJobsonpage250formoreinformation.
Figure 109 ViewingTriggers
USINGAUTORESPONDERSANDTRIGGERS 121
Table 20 ViewingTriggers
Createatrigger Chooseanaction
Clickthistosetupanewtriggerevent.SeeCreatingandEditingTriggers onpage122forinformationonthescreenthatdisplays. Selectoneormoretriggerscheckboxes,chooseanitemfromthelist,and clickGotoperformtheactionontheselectedtrigger(ortriggers). SelectDeleteselectedtrigger(s)toremovetheselectedtrigger(or triggers)fromInterspireEmailMarketer.Deletedtriggerscannotbe retrieved. SelectMarkselectedtrigger(s)asactivetoenablethetrigger(or triggers). SelectMarkselectedtrigger(s)asinactivetodisablethetrigger(or triggers). Selectaboxbelongingtoatriggerbeforechoosinganoptionfromthe Chooseanactionlist. Selecttheboxatthetopofthecolumntoselectalltriggers.
Thisdisplaysthenamethatyouassignedtothiseventtrigger.Thisname doesnotdisplaytothepublic. Thisdisplaysthedateonwhichyoucreatedtheeventtrigger. Thisdisplaysinformationaboutthetypeofeventthatsetsoffthetrigger. PredefineddatedisplaysifyouselectedBasedonaspecificdate whenyoucreatedtheeventtrigger. CustomfielddisplaysifyouselectedBasedonacontact'sdatefield whenyoucreatedtheeventtrigger. LinkclickeddisplaysifyouselectedBasedonalinkbeingclicked whenyoucreatedtheeventtrigger. EmailcampaignopeneddisplaysifyouselectedBasedonaemail campaignbeingopenedwhenyoucreatedtheeventtrigger. Thisdisplaysinformationaboutwhentherelevantactionoccurs. ImmediatelyafterdisplaysifyouselectedOnorOnthedatewhen youcreatedtheeventtrigger. [X]hoursbeforedisplaysifyouselectedBefore[X]hourswhenyou createdtheeventtrigger. Note:Evenifyouselected[X]daysor[X]weekswhenyoucreatedthe eventtrigger,therelevantnumberofhoursdisplays. N/Adisplaysifyouselectedanoptionotherthanthoseabovewhen youcreatedtheeventtrigger.
When
Active
Atick( )displaysifthetriggerisenabled.Therelevantactionis takenifthetriggereventoccurs. Across( )displaysifthetriggerisdisabled.Therelevantactionis nottakenifthetriggereventoccurs. ClickEdittomodifythetrigger.TheEdittriggerscreensGeneral settingstabdisplays(seeCreatingandEditingTriggersonpage122). ClickCopytocreateanewtriggerwiththesamepropertiesasthe original.ThenewtriggerdisplayswithCopyofprependedtoitsname. ClickDeletetoremovethetriggerfromInterspireEmailMarketer. Deletedtriggerscannotberetrieved.
Action
122 USINGAUTORESPONDERSANDTRIGGERS
CreatingandEditingTriggers
Tocreateaneweventtrigger,clickAutorespondersinthenavigationbar,thenclick Viewtriggers.Inthescreenthatdisplays,clicktheCreatenewtriggerbutton. Toeditanexistingeventtrigger,clickAutorespondersinthenavigationbar,thenclick Viewtriggers.Inthescreenthatdisplays,clicktheexistingtriggersEditlink. TheGeneralsettingstabdisplays. Note:Ifyouareeditinganexistingeventtrigger,additionaltabsmayalsodisplay.
TheGeneralSettingsTab
TheGeneralSettingstabdisplayswhenyoucreateoreditaneventtrigger.
Figure 110 CreateaNewTrigger:GeneralSettings
Table 21 CreateaNewTrigger:GeneralSettings
Nameyourtrigger Activatethistrigger
USINGAUTORESPONDERSANDTRIGGERS 123
Table 21 CreateaNewTrigger:GeneralSettings
Triggertheactions
Inthefirstfield: SelectOntoperformtheactionattherelevanttime. SelectBeforetoperformtheactionbeforetherelevanttime.Inthe additionalfieldsthatdisplay,entertherequirednumberofHours, DaysorWeeksbeforethetime. SelectAftertoperformtheactionaftertherelevanttime.Inthe additionalfieldsthatdisplay,entertherequirednumberofHours, DaysorWeeksafterthetime. Inthesecondfield: SelectThedatetoperformtheactionattherelevanttime,andatno othertime. SelectThenextanniversaryofthedatetoperformtheactionatthe nextmonthandday(ignoringtheyear),andatnoothertime. SelectEveryanniversaryofthedateatthespecifiedmonthandday, everyyear. IfyouselectedBasedonalinkbeingclickedorBasedonaemail campaignbeingopened,oneofthefollowingfieldsdisplay:
Figure 112 EmailBasedTriggerOptions
124 USINGAUTORESPONDERSANDTRIGGERS
Table 21 CreateaNewTrigger:GeneralSettings
Whentriggered
Thelistthatdisplayscontainsalltheemailcampaignscurrently configuredinInterspireEmailMarketer.Selecttherequiredcampaign fromthelist. ClickPreviewtoopentheselectedemailcampaigninanewbrowser window. Note:Whenyouselectthisoption,theSendingoptionstabappears. Remembertoconfigurethistabbeforeyousavethetrigger(seeThe SendingOptionsTabonpage126). Ifyouwanttoaddcontactstoanothercontactlistwhenthetriggeris setoff,selectAddthecontacttoanadditionalcontactlist.
Figure 114 WhenTriggered:SendEmailCampaign
Selectthecontactlist(orlists)fromthefieldthatdisplays. Ifyouwanttodeletethecontactfromtheoriginalcontactlist,select Removethecontactfromthecontactlistthattheyarein. Note:IfyoudonotadditionallyselectAddthecontacttoanadditional contactlist,thecontactsdetailscannotberetrieved. Istriggeractive? Selectthisoptiontoenablethetrigger.Whentheeventoccurs,thetrigger issetoff. Deselectthisoptiontodisablethetrigger.Whentheeventoccurs,the triggerisnotsetoff. ClickthistosaveyourchangesinthisscreenandreturntotheView triggersscreen. ClickthistoreturntotheViewtriggersscreenwithoutsavingyour changes.
Save Cancel
ConfiguringTriggerActivationOptions
ThissectiondescribestheoptionsavailableintheCreateanewTriggerscreensActivatethis triggerfield.
Ifyouwanttobaseatriggeronacustomdatefield(forexample,DateofBirth),select Basedonacontactsdatefield.SeeBasedonaContactsDateFieldonpage125.
USINGAUTORESPONDERSANDTRIGGERS 125 Note:Tousethisoption,thecontactlistthatyouselectmusthaveatleastonecustomdate fielddefined(forexampleDateofBirth).Formoreinformationonsettingup customdatefieldsandassociatingthemwithcontactlists,seeCreatingandEditing CustomFieldsonpage130andConfiguringaDateFieldonpage137. Note:Whenyouselectthisoption,youmayapplythetriggertoonlyasinglecontactlist. Ifyouwanttobaseatriggeronadatethatyouspecify,selectBasedonaspecificdate. SeeBasedonaSpecificDateonpage125. Note:Whenyouselectthisoption,youmayapplythetriggertomultiplecontactlists. Ifyouwanttobaseatriggeronwhenacontactclicksalinkinanemail,selectBasedon alinkbeingclicked.SeeBasedonaLinkBeingClickedonpage126. Note:Whenyouselectthisoption,thetriggerappliestoallcontactlists. Ifyouwanttobaseatriggeronwhenacontactopensanemail,selectBasedonan emailcampaignbeingopened.SeeBasedonanEmailCampaignBeingOpenedon page126. Note:Whenyouselectthisoption,thetriggerappliestoallcontactlists.
Based on a Contacts Date Field
SelectBasedonacontactsdatefieldtosetoffthetriggerbasedonacustomdatefield(for example,DateofBirth).
Figure 115 ActivateTriggerBasedonCustomDate
SelectBasedonaspecificdatetosetoffthetriggerbasedonthedatethatyouspecify.
Figure 116 ActivateTriggerBasedonSpecificDate
SelectBasedonanemailcampaignbeingopenedtosetoffthetriggerbasedonwhena contactopensanemail.
Figure 118 ActivateTriggerBasedonEmailBeingOpened
ThelistthatdisplayscontainsalltheemailcampaignscurrentlyconfiguredinInterspire EmailMarketer.Selecttherequiredcampaign.
TheSendingOptionsTab
ThistabdisplaysonlywhenyouselecttheSendanemailcampaignoptionintheGeneral settingstab.
Figure 119 CreateaNewTrigger:SendingOptions
USINGAUTORESPONDERSANDTRIGGERS 127
Table 22 CreateaNewTrigger:SendingOptions
Sendfromthisname
Thisisthenameofthepersonfromwhichthetriggeredemailwillbesent. Thisdisplaysyourusersfullname(specifiedinyouruseraccountsettings; seeCreatingandEditingUserAccountsonpage232).Ifyouwanttousea differentname,enterthenewnameinthisfield. Thisistheemailaddressfromwhichthetriggeredemailwillbesent. Thisdisplaysyouremailaddress(specifiedinyouruseraccountsettings). Ifyouwanttouseadifferentname,enterthenewnameinthisfield. Thisistheemailaddresstowhichacontactsreplyemailwillbesent. Thisdisplaysyouremailaddress(specifiedinyouruseraccountsettings). Ifyouwanttouseadifferentname,enterthenewnameinthisfield.
Sendbouncedemails Entertheaddresstowhichundeliverableemailsaresent. to Myfirstname customfieldis Mylastname customfieldis Sendyouremailas multipart Ifyouuseacustomfieldtodefinearecipientsfirstname,selectithere. Ifyouuseasinglefieldtodefinearecipientsname,selectitinthisfield. Ifyouuseacustomfieldtodefinearecipientslastname,selectithere. Ifyouuseasinglefieldtodefinearecipientsname,leavethisfieldblank. SelectthistosendbothHTMLandtextelementsofamultipartemail campaigntorecipients.Thisallowsarecipientsemailclienttochoosethe correctdisplaymethod. Note:Usethisoptionifyouareunsure.Also,usethisoptionifyoudont provideyourrecipientswiththeabilitytochooseHTMLortext emails. Trackopenratesfor htmlemails Tracklinksclickedin thisemail SelectthistohaveInterspireEmailMarketertracktheproportionofHTML emailsopenedbytheirrecipients. SelectthistohaveInterspireEmailMarketertracktheproportionoflinks inthisemailcampaignthatareclickedbytherecipient. YoucanviewtheresultsofclickedlinksintheStatistics>Email campaignstatistics. SelectthistoembedtheimagesyousendinHTMLemails,ratherthan linkingtothem.Thisallowsrecipientstoviewtheemailcampaignoffline, butcanincreasetheemailsizesignificantly. ClickthistosaveyourchangesinthisscreenandreturntotheView triggersscreen. ClickthistoreturntotheViewtriggersscreenwithoutsavingyour changes.
128 USINGAUTORESPONDERSANDTRIGGERS
129
UsingCustomFields
ThischapterdiscusseshowtousetheCustomFieldsmenuinthenavigationbar.
Figure 120 TheCustomFieldsMenu
CustomFieldsOverview
Customfieldsareplaceholdervariablesthatyoucanusetoincludecontactspecific(or contactlistspecific)informationinyouremails. Thesevariablescanbeusedtorepresentthreetypesofinformation: InformationstoredinInterspireEmailMarketeraboutyouandyourcompany,andthose ofotherusers.Thistypeofinformationisspecifictoeachcontactlist.SeeUsingContact Listsonpage37formoreinformationonthefields,andInsertingCustomFieldsonpage 185forinformationoninsertingthefieldsintoyouremails. LinkstofunctionsofInterspireEmailMarketer.Theseincludelinksthatallowusersto confirmthattheywanttoreceiveemails,tostopreceivingemails,toseeaversionofthe emailstoredontheInternet,ortoseeanarchiveofallemailssenttotherelevantlist. SeeInsertingCustomFieldsonpage185forinformationoninsertingthefieldsintoyour emails. InformationstoredinInterspireEmailMarketeraboutacontact(name,emailaddress, country,andsoon).Beforeyoucanusecontactspecificinformation,youmustfirst includeitinyourcontactlist.Thismeansdefiningthecustomfields(iftheydonot alreadyexistinInterspireEmailMarketer)andthenassociatingthemwithacontactlist. Ifyouwanttopopulateyourcontactlistusingawebsiteform(whichyourcontactsfill in),youalsoneedtoincludethefieldinyourform. Note:Ifyouintendtouseacustomfieldinyouremails,andpopulateyourcontactlistusing awebsiteform,itisstronglyrecommendedthatyoumakethecustomfield mandatoryintheform.Thiswillavoidleavinggapsinthetextofemailsyou subsequentlysendout. UsetheCustomfieldsmenuinthenavigationbartoviewanddefinecustomfieldsfor contactspecificinformation.
130 USINGCUSTOMFIELDS
ViewingandManagingCustomFields
Toviewanexistingcustomfieldsyoualreadycreated,clickCustomfieldsinthenavigation bar,thenclickViewcustomfields.Thisscreenallowsyoutoviewandmanageallthe customfieldsconfiguredinInterspireEmailMarketer. Youcancreate,editanddeletecustomfieldsinthisscreen.
Figure 121 ViewingCustomFields
Table 23 ViewingCustomFields
Createacustomfield Deleteselected
Thisdisplaysthenameofthecustomfield. Thisdisplaysthedateonwhichyoucreatedthecustomfield. Thisdisplaysthetypeofcustomfield.SeeCreatingandEditingCustom Fieldsonpage130forinformationonthetypesofcustomfieldsavailable. ThisdisplaysYesifacontactmustcompletethisfieldtobeaddedtothe contactlist. ClickEdittomodifyacustomfield.SeeCreatingandEditingCustom Fieldsonpage130forinformationonthescreensthatdisplay. ClickDeletetoremoveacustomfieldfromInterspireEmailMarketer. Thefieldcannotberetrieved.
CreatingandEditingCustomFields
Takethefollowingstepstocreateacustomfield: 1 ClickCustomfieldsinthenavigationbar,thenclickCreatecustomfield.
USINGCUSTOMFIELDS 131
Figure 122 CreateaCustomField:TypeandName
2 SelecttheCustomfieldtype: SelectTextfieldtocreateafieldintowhichtheusermayenterasinglelineoftext. SelectMultilinetextfieldtocreateafieldintowhichtheusermayentermultiple linesoftext. SelectNumbersonlytocreateafieldintowhichtheusermayenternumeralsonly. SelectPicklisttocreateadropdownlistboxfromwhichtheusermayselectan option. SelectCheckboxestocreateoneormorecheckboxesfromwhichtheusermay selectmultipleoptions. SelectRadiobuttonstocreateoneormoreradiobuttonsfromwhichtheusermay selectasingleoption. SelectDatefieldtocreateafieldfromwhichtheusermayselectadate.Youcan limittheyearsavailableforselection. 3 EnterthenameforthefieldintheCustomfieldnamefield. 4 IfyouwantInterspireEmailMarketertoallowuserstojoinacontactlistonlyoncethey havecompletedthisfield,selecttheIsthisfieldrequired?checkbox. 5 ClickNext.ThefieldsthatdisplayinthenextscreendependupontheCustomfield typeyouselected: IfyouselectedTextfield,seeConfiguringaTextFieldonpage132. IfyouselectedMultilinetextfield,seeConfiguringaMultilineTextFieldonpage 133. IfyouselectedNumbersonly,seeConfiguringaNumbersOnlyFieldonpage133. IfyouselectedPicklist,seeConfiguringaPickListonpage134. IfyouselectedCheckboxes,seeConfiguringCheckboxesonpage135. IfyouselectedRadiobuttons,seeConfiguringRadioButtonsonpage136. IfyouselectedDatefield,seeConfiguringaDateFieldonpage137. 6 Whenyouhavecompletedthefieldsinthisscreen,clickNext.
132 USINGCUSTOMFIELDS
Figure 123 CreateaCustomField:SelectContactList
ConfiguringaTextField
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectTextfield intheCreateaCustomField:TypeandNamescreen(seeCreatingandEditingCustom Fieldsonpage130).
Figure 124 ConfiguringaTextField
Table 24 ConfiguringaTextField
Defaultvalue
Fieldlength
Enterthelengthofthefieldasyouwantittodisplayonyourwebsite.
USINGCUSTOMFIELDS 133
Table 24 ConfiguringaTextField
ConfiguringaMultilineTextField
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectMultiline textfieldintheCreateaCustomField:TypeandNamescreen(seeCreatingandEditing CustomFieldsonpage130).
Figure 125 ConfiguringaMultilineTextField
Table 25 ConfiguringaMultilineTextField
Defaultvalue
ConfiguringaNumbersOnlyField
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectNumbers onlyfieldintheCreateaCustomField:TypeandNamescreen(seeCreatingandEditing CustomFieldsonpage130).
134 USINGCUSTOMFIELDS
Figure 126 ConfiguringaNumbersOnlyField
Table 26 ConfiguringaNumbersOnlyField
Defaultvalue
ConfiguringaPickList
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectPickListin theCreateaCustomField:TypeandNamescreen(seeCreatingandEditingCustomFields onpage130).
USINGCUSTOMFIELDS 135
Figure 127 ConfiguringaPickList
Table 27 ConfiguringaPickList
ConfiguringCheckboxes
Thissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselect CheckboxesintheCreateaCustomField:TypeandNamescreen(seeCreatingand EditingCustomFieldsonpage130).
136 USINGCUSTOMFIELDS
Figure 128 ConfiguringCheckboxes
Table 28 ConfiguringCheckboxes
ConfiguringRadioButtons
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectRadio ButtonsintheCreateaCustomField:TypeandNamescreen(seeCreatingandEditing CustomFieldsonpage130).
USINGCUSTOMFIELDS 137
Figure 129 ConfiguringRadioButtons
Table 29 ConfiguringRadioButtons
ConfiguringaDateField
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectDateField intheCreateaCustomField:TypeandNamescreen(seeCreatingandEditingCustom Fieldsonpage130).
138 USINGCUSTOMFIELDS
Figure 130 ConfiguringaDateField
Table 30 ConfiguringaDateField
139
UsingStatistics
ThischapterdiscusseshowtousetheStatisticsmenuinthenavigationbar.
Figure 131 TheStatisticsMenu
StatisticsOverview
UsethestatisticsscreenstoviewgeneralanddetailedinformationaboutInterspireEmail Marketersvarioussubjects,suchasemailcampaigns,splittests,autoresponders,triggers, contactlistsanduseraccounts.Eachscreenprovidesyouwithavarietyofstatistical information. SeeViewingEmailCampaignStatisticsonpage140forinformationonviewingstatistics abouttheemailcampaignsyouhavesentouttoyourcontacts. SeeViewingSplitTestStatisticsonpage142forinformationonviewingstatisticsabout thesplittestsyouhaveperformed. SeeViewingAutoresponderStatisticsonpage144forinformationonviewingstatistics abouttheautoresponderyousendouttocontactsatpredefinedintervals. SeeViewingTriggerStatisticsonpage147forinformationonviewingstatisticsabout theemailsthatInterspireEmailMarketerhassenttocontactsinresponsetotrigger events. SeeViewingContactListStatisticsonpage149forinformationonviewingstatistics aboutthebehaviorofthecontactsinyourcontactlists. SeeViewingUserAccountStatisticsonpage152forinformationonviewingstatistics abouttheusersofInterspireEmailMarketer(includingyourself).
ViewingEmailCampaignStatistics
Toviewstatisticsaboutemailcampaigns,clickStatisticsinthenavigationbar,thenclick Emailcampaignstatistics. Note:Thisscreendisplaysinformationaboutonlythecampaignsyouhavealreadysentout. Thisscreenshowsanoverviewofyouremailcampaigns,andsomebasicstatisticsabout each.Youcan: Viewacampaignsdetailedstatistics.Theseincludestatisticsaboutthenumberof openedemails,links,bouncedemails,unsubscribedcontacts,andforwardedemails. ExportacampaignsstatisticstoaCSV(CommaSeparatedValue)file. Printacampaignsstatistics. DeleteacampaignsstatisticsfromInterspireEmailMarketer.Thestatisticscannotbe retrieved.
Figure 132 ViewingEmailCampaignStatistics
Table 31 ViewingEmailCampaignStatistics
Chooseanaction
USINGSTATISTICS 141
Table 31 ViewingEmailCampaignStatistics
Thisdisplaysthenumberofcontactswhosubsequentlyunsubscribed fromthecontactlistusingthelinkintheemail. Thisdisplaysthenumberofemailssentinthiscampaignwhichcouldnot bedelivered. ClickViewtoseedetailedstatisticsaboutthecampaign.SeeViewing DetailedEmailCampaignStatisticsonpage141. ClickExporttosaveacampaignsstatisticsasaCSV(Comma SeparatedValue)file.SeeExportingStatisticsonpage153. ClickPrinttoselectthecampaignsstatisticsyouwanttoprint,viewa previewoftheprinteddocument,andsendtheprintjobtoyour printer.SeePrintingStatisticsonpage154. ClickDeletetoremoveacampaignsstatisticsfromInterspireEmail Marketer.Thestatisticscannotberetrieved.
ViewingDetailedEmailCampaignStatistics
Toviewdetailedstatisticsaboutanemailcampaign,clickStatisticsinthenavigationbar, thenclickEmailcampaignstatistics.ClickacampaignsViewlink. Note:SeeUsingtheDetailedStatisticsScreensonpage156forfurtherinformationon thesescreens. TheDetailedemailcampaignstatisticsscreendisplaysattheStatisticssnapshottab.
Figure 133 DetailedEmailCampaignStatistics
Thefollowingtabledescribesthetabsinthisscreen.
Table 32 DetailedEmailCampaignStatistics
Statisticssnapshot
Openstatistics
142 USINGSTATISTICS
Table 32 DetailedEmailCampaignStatistics
Linkstatistics
Usethistabtoseeinformationaboutthenumberandpercentageoflinks inthisemailcampaignthatwereclickedbytheirrecipients,aswellasthe averagenumberofclicksperemail,andthemostpopularlinkinthis campaign.Youcanalsoseewhichindividualrecipientsclickedalink,and atwhatdateandtime. Usethistabtoseeinformationaboutthenumberandpercentageof undeliverableemailsinthiscampaign,aswellasthenumberofhard bouncesandsoftbounces.Youcanalsoseethetypeofbounce(hardor soft)foreachbouncedemail,theexactreasonthattheemailwasnot delivered,andthedateandtimeatwhichthebounceoccurred. Note:Hardbouncesareemailsthatwerenotdeliveredbecauseofa permanentreason(forinstance,theemailaccountdoesnotexist), whereassoftbouncesareemailsthatwerenotdeliveredfora temporaryreason(forinstance,therecipientsinboxwasfull).
Bouncestatistics
ViewingSplitTestStatistics
Toviewstatisticsaboutthesplittestsyouhaveperformed,includingthewinnerofeach test,clickStatisticsinthenavigationbar,thenclickSplitteststatistics. Note:Thisscreendisplaysinformationaboutbothmanualandautomaticsplittests. Thisscreenshowsanoverviewofyoursplittests,andthewinnerofeach(ifthetesthas finishedsending,andtrackinginformationhasbeenreturned).Youcan: Viewasplittestsdetailedstatistics.Theseincludeinformationaboutthewinningemail campaign(basedonthecriteriayouselected),thenumberofopenedemails,links clicked,bouncedemails,andunsubscribedcontacts. ExportasplittestsstatisticstoaCSV(CommaSeparatedValue)file. Printasplittestsstatistics. DeleteasplittestsstatisticsfromInterspireEmailMarketer.Thestatisticscannotbe retrieved.
Figure 134 ViewingSplitTestStatistics
USINGSTATISTICS 143
Table 33 ViewingSplitTestStatistics
Chooseanaction
Splittestname Splittesttype
Thisdisplaysthenameofthesplittest. Thisdisplaysthetypeoftest: SplittestdisplaysifyouselectedFindawinningemailandshowme theresultswhenyoucreatedthetest.Thecampaignsaresenttothe wholecontactlistinequalproportion,andthewinnerisdisplayedto you. BestperformingdisplaysifyouselectedFindawinningemailthen sendittomylistautomaticallywhenyoucreatedthetest.The campaignsaresenttoasmallpartofyourcontactlist,andthewinner isautomaticallysenttotherestofthelist. Thisdisplaysthenameofthecontactlist,contactlists,orcontactlist segmentstowhichthistestwassent. Thisdisplaysthenameofeachemailcampaignthatispartofthissplit test. Thisdisplaysthenameofthewinningemailcampaign(basedonthe criterionyouselectedwhenyousetupthetest). Ifnotrackinginformationhasbeenreceived,orallcampaignsare performingequally,Nonedisplays. Ifthetesthasnotyetfinishedsending,Stillsendingdisplays. Note:Placethemousepointeroverthewinnersnametoseemore information.
Finishedsending Action
Thisdisplaysthedateandtimeatwhichthesplittestcompletedsending thetestemails. ClickViewtoseedetailedstatisticsaboutthesplittest.SeeViewing DetailedSplitTestStatisticsonpage143. ClickExporttosaveasplittestsstatisticsasaCSV(Comma SeparatedValue)file.SeeExportingStatisticsonpage153. ClickPrinttoselectthesplittestsstatisticsyouwanttoprint,viewa previewoftheprinteddocument,andsendtheprintjobtoyour printer.SeePrintingStatisticsonpage154. ClickDeletetoremoveasplittestsstatisticsfromInterspireEmail Marketer.Thestatisticscannotberetrieved.
ViewingDetailedSplitTestStatistics
Toviewdetailedstatisticsaboutasplittest,clickStatisticsinthenavigationbar,thenclick Splitteststatistics.ClickatestsViewlink. Note:SeeUsingtheDetailedStatisticsScreensonpage156forfurtherinformationon thesescreens. TheDetailedsplitteststatisticsscreendisplaysattheStatisticssnapshottab.
144 USINGSTATISTICS
Figure 135 DetailedSplitTestStatistics
Thefollowingtabledescribesthetabsinthisscreen.
Table 34 DetailedSplitTestStatistics
Statisticssnapshot
Usethistabtoseegeneralinformationaboutthesplittest,includingthe bestperformingemailcampaign,aswellas: Thenumberofopenedemailsofeachtype. Thenumberofclicksineachemail(theclickthroughrate). Thenumberofbouncedemailsofeachtype. Thenumberofcontactsunsubscribingfromeachemail. Usethistabtoseeinformationaboutthenumberandpercentageof uniqueemailopensforeachemailcampaigninthistest. Usethistabtoseeinformationaboutthenumberandpercentageoflinks inemailsofeachtypeinthistestthatwereclickedbytheirrecipients. Usethistabtoseeinformationaboutthenumberandpercentageof undeliverableemailsofeachtypeinthistest.
ViewingAutoresponderStatistics
Toviewstatisticsaboutautoresponders,clickStatisticsinthenavigationbar,thenclick Autoresponderstatistics. Thisscreenshowsanoverviewofyourautoresponders,andsomebasicstatisticsabout each.Youcan:
Table 35 ViewingAutoresponderStatistics
Chooseanaction
Thisdisplaysthenameoftheautoresponder. Thisdisplaysthenameofthelistwithwhichthisautoresponderis associated. Thisdisplaysthetimeaftersignupthatthisautoresponderissent. Thisdisplaysthenumberofcontactstowhomtheautoresponderhas beensent. Thisdisplaysthenumberofcontactswhosubsequentlyunsubscribed fromthecontactlistusingthelinkintheautoresponder. Thisdisplaysthenumberofautorespondersofthistypethatcouldnotbe delivered. ClickViewtoseedetailedstatisticsabouttheautoresponder.See ViewingDetailedAutoresponderStatisticsonpage146. ClickPrinttoselecttheautorespondersstatisticsyouwanttoprint, viewapreviewoftheprinteddocument,andsendtheprintjobtoyour printer.SeePrintingStatisticsonpage154. ClickDeletetoremoveanautorespondersstatisticsfromInterspire EmailMarketer.Thestatisticscannotberetrieved.
146 USINGSTATISTICS
ViewingDetailedAutoresponderStatistics
Toviewdetailedstatisticsaboutanautoresponder,clickStatisticsinthenavigationbar, thenclickAutoresponderstatistics.ClickanautorespondersViewlink. Note:SeeUsingtheDetailedStatisticsScreensonpage156forfurtherinformationon thesescreens. TheDetailedautoresponderstatisticsscreendisplaysattheStatisticssnapshottab.
Figure 137 DetailedAutoresponderStatistics
Thefollowingtabledescribesthetabsinthisscreen.
Table 36 DetailedAutoresponderStatistics
Statisticssnapshot
Usethistabtoseegeneralinformationabouttheautoresponder,aswell asthenumberofopened,unopenedandbouncedautoresponders.You canalsoseethepercentageofautorespondersthatwereopened. Usethistabtoseeinformationaboutthenumberandpercentageof autorespondersthatwereopenedbytheirrecipients.Youcanalsoseethe dateonwhichanautoresponderwasopenedbyanindividualrecipient, andwhetheritwasopenedasHTMLorplaintext. Usethistabtoseeinformationaboutthenumberandpercentageoflinks inthisautoresponderthatwereclickedbytheirrecipients,aswellasthe averagenumberofclicksperautoresponder,andthemostpopularlinkin thisautoresponder.Youcanalsoseewhichindividualrecipientsclickeda link,andatwhatdateandtime.
Openstatistics
Linkstatistics
USINGSTATISTICS 147
Table 36 DetailedAutoresponderStatistics
Bouncestatistics
Usethistabtoseeinformationaboutthenumberandpercentageof undeliverableautoresponders,aswellasthenumberofhardbouncesand softbounces.Youcanalsoseethetypeofbounce(hardorsoft)foreach bouncedautoresponder,theexactreasonthattheautoresponderwasnot delivered,andthedateandtimeatwhichthebounceoccurred. Note:Hardbouncesareautorespondersthatwerenotdeliveredbecause ofapermanentreason(forinstance,theemailaccountdoesnot exist),whereassoftbouncesareautorespondersthatwerenot deliveredforatemporaryreason(forinstance,therecipientsinbox wasfull).
Unsubscribestatistics Usethistabtoseeinformationaboutthenumberofcontactswhohave unsubscribedusingalinkinthisautoresponder.Youcanalsoseetheemail addressofeachcontact,thedateandtimeatwhichthecontact unsubscribed,andthemonthwiththegreatestnumberofcontacts unsubscribing. Forwardingstatistics Contactinformation Usethistabtoseeinformationaboutthenumberofcontactswhohave forwardedthisautorespondertotheirfriends. Usethistabtoseeinformationaboutthecontactstowhomthis autoresponderhasbeensent.
ViewingTriggerStatistics
Toviewstatisticsabouttriggers,clickStatisticsinthenavigationbar,thenclickTrigger statistics. Thisscreenshowsanoverviewoftriggersyouhavesetup,andsomebasicstatisticsabout eachone.Youcan: Viewatriggersdetailedstatistics.Theseincludestatisticsaboutthenumberof contactsthathavesetoffthetrigger,thenumberoftimesatriggeredemailhasbeen opened,orbounced,andthenumberoftriggeredemailsthatremainunopened. Printatriggersstatistics. DeleteatriggersstatisticsfromInterspireEmailMarketer.Thestatisticscannotbe retrieved.
148 USINGSTATISTICS
Figure 138 ViewingTriggerStatistics
Table 37 ViewingTriggerStatistics
Chooseanaction
Name Triggeredby
Thisdisplaysthenameofthetrigger. Thisdisplaysinformationaboutthetypeofeventthatsetsoffthetrigger. PredefineddatedisplaysifyouselectedBasedonaspecificdate whenyoucreatedtheeventtrigger. CustomfielddisplaysifyouselectedBasedonacontact'sdatefield whenyoucreatedtheeventtrigger. LinkclickeddisplaysifyouselectedBasedonalinkbeingclicked whenyoucreatedtheeventtrigger. EmailcampaignopeneddisplaysifyouselectedBasedonaemail campaignbeingopenedwhenyoucreatedtheeventtrigger. Thisdisplaysinformationaboutwhentherelevantactionoccurs. ImmediatelyafterdisplaysifyouselectedOnorOnthedatewhen youcreatedtheeventtrigger. [X]hoursbeforedisplaysifyouselectedBefore[X]hourswhenyou createdtheeventtrigger. Note:Evenifyouselected[X]daysor[X]weekswhenyoucreatedthe eventtrigger,therelevantnumberofhoursdisplays. N/Adisplaysifyouselectedanoptionotherthanthoseabovewhen youcreatedtheeventtrigger.
When
Action
ViewingDetailedTriggerStatistics
Toviewdetailedstatisticsaboutatrigger,clickStatisticsinthenavigationbar,thenclick Triggerstatistics.ClickatriggersViewlink. Note:SeeUsingtheDetailedStatisticsScreensonpage156forfurtherinformationon thesescreens.
Thefollowingtabledescribesthetabsinthisscreen.
Table 38 DetailedTriggerStatistics
Unsubscribestatistics Usethistabtoseeinformationaboutthenumberofcontactswhohave unsubscribedusingalinktriggeremails. Forwardingstatistics Contactinformation Failedsend Usethistabtoseeinformationaboutthenumberofcontactswhohave forwardedtriggeredemailstotheirfriends. Usethistabtoseeinformationaboutthecontactstowhomthistriggered emailhasbeensent. Usethistabtoseeinformationaboutthenumberandpercentageof triggeredemailsthatcouldnotbesent.
ViewingContactListStatistics
Toviewstatisticsaboutcontactlists,clickStatisticsinthenavigationbar,thenclick Contactliststatistics. Thisscreenshowsanoverviewofyourcontactlists,andsomebasicstatisticsabouteach. Youcan:
Table 39 ViewingContactListStatistics
Thisdisplaysthenameofthecontactlist. Thisdisplaysthedateonwhichthiscontactlistwassetup. Thisdisplaysthenumberofcontactsinthislist. Thisdisplaysthenumberofcontactswhohaveunsubscribedfromthis contactlist. ClickViewtoseedetailedstatisticsaboutthecontactlist.SeeViewing DetailedContactListStatisticsonpage150. ClickPrinttoselectthecontactlistsstatisticsyouwanttoprint,viewa previewoftheprinteddocument,andsendtheprintjobtoyour printer.SeePrintingStatisticsonpage154.
ViewingDetailedContactListStatistics
Toviewdetailedstatisticsaboutacontactlist,clickStatisticsinthenavigationbar,then clickContactliststatistics.ClickacontactlistsViewlink. Note:SeeUsingtheDetailedStatisticsScreensonpage156forfurtherinformationon thesescreens. TheDetailedcontactliststatisticsscreendisplaysattheContactssnapshottab.
USINGSTATISTICS 151
Figure 141 DetailedContactListStatistics
Thefollowingtabledescribesthetabsinthisscreen.
Table 40 DetailedContactListStatistics
Contactssnapshot
Top10domainname Usethistabtoseeinformationaboutthedomainstowhichyour confirmedcontacts confirmedcontactsemailaddressesbelong.Thisinformationisranked accordingtothenumberofemailaddressesbelongingtoadomain.You canalsoseeinformationaboutthenumberofcontactswhoare confirmed,unconfirmed,haveunsubscribed,havehademailsbounced, andhaveforwardedemails,rankedbydomain. Openstatistics Usethistabtoseeinformationaboutthenumberandpercentageof emailsthatwereopenedbymembersofthiscontactlist.Youcanalsosee thedateonwhichanemailwasopenedbyanindividualrecipient,and whetheritwasopenedasHTMLorplaintext. Usethistabtoseeinformationaboutthenumberandpercentageoflinks inemailsthatwereclickedbytheirmembersofthiscontactlist,aswellas theaveragenumberofclicksperemail,andthemostpopularlinkoverall. Youcanalsoseewhichindividualrecipientsclickedalink,andatwhat dateandtime.
Linkstatistics
152 USINGSTATISTICS
Table 40 DetailedContactListStatistics
Bouncestatistics
ViewingUserAccountStatistics
ToviewstatisticsaboutInterspireEmailMarketersuseraccounts,clickStatisticsinthe navigationbar,thenclickUseraccountstatistics. Note:ConfigureuseraccountsintheUseraccountscreens;seeConfiguringUserAccounts onpage231. Thisscreenshowsanoverviewofyourcontactlists,andsomebasicstatisticsabouteach. YoucanViewanuseraccountsdetailedstatistics.
Figure 142 ViewingUserAccountStatistics
Table 41 ViewingUserAccountStatistics
ThisdisplaystheusersInterspireEmailMarketerusername. Thisdisplaystheusersfullname. ThisdisplaysActiveiftheusermaylogintoInterspireEmailMarketerand sendemails. ThisdisplaysInactiveiftheuserexistsinthesystem,butmaynotloginor sendemails. Thisdisplaystheusersprivilegelevel.SeeConfiguringUserPermissions onpage236formoreinformation. ClickViewtoseedetailedstatisticsabouttheuser.SeeViewingDetailed UserAccountStatisticsonpage153.
Usertype Action
USINGSTATISTICS 153
ViewingDetailedUserAccountStatistics
Toviewdetailedstatisticsaboutauseraccount,clickStatisticsinthenavigationbar,then clickContactliststatistics.ClickacontactlistsViewlink. Note:SeeUsingtheDetailedStatisticsScreensonpage156forfurtherinformationon thesescreens. TheDetailedcontactliststatisticsscreendisplaysattheContactssnapshottab.
Figure 143 DetailedUserAccountStatistics
Thefollowingtabledescribesthetabsinthisscreen.
Table 42 DetailedUserAccountStatistics
Useraccount statistics(snapshot)
Emailssent
ManagingStatistics
ThissectiondescribeshowtoexportstatisticalinformationtoaCSV(CommaSeparated Values)file,printstatistics,andusetheDetailedstatisticsscreens. ForinformationonExportingStatistics,seepage153. ForinformationonPrintingStatistics,seepage154. ForinformationonUsingtheDetailedStatisticsScreens,seepage156.
ExportingStatistics
TakethefollowingstepstoexportstatisticstoaCSVfile:
PrintingStatistics
Takethefollowingstepstoprintoutstatistics: Note:IfyouhaveaPDFgenerationapplication(suchasAdobeAcrobat)youcanalsocreate aPDFfile. 1 ClickStatisticsinthenavigationbar,thenclicktheoptionyouwanttoprint.Inthe screenthatdisplays,clickanentrysPrintlink.Alternatively,selectmultipleentrys checkboxesandselectPrintfromtheChooseanactionmenu.ThePrintStatistics screendisplays. Note:ThisexampleusesthescreensforEmailcampaignstatistics.Thescreensforother typesofstatisticsaresimilar.
Figure 145 PrintingStatistics
2 Selectthetypesofstatisticsyouwanttoincludeintheprintedoutput.
4 Closethepreviewwindow.InthePrintStatisticsscreen,clickPrint.Aprintdialogbox opens.
Figure 147 PrintingStatistics:PrintDialog
Selecttheprinteryouwanttouse.ClickPropertiestoconfiguretheprintjobfurther.
UsingtheDetailedStatisticsScreens
WhenyouclickaViewlinkinoneofthestatisticsscreens,aDetailedstatisticsscreen displays.Thisscreencontainsmultipletabs,eachofwhichdisplaysadifferentsubsetof informationaboutthesubject(seethesectiononeachscreenforinformationoneachtab). Eachdetailedstatisticsscreensharesmanyfeatures: Usethelistattheleftofeachscreentoseedetailedstatisticalinformationaboutthe relevantsubject.
Figure 148 DetailedStatistics:DetailedList
USINGSTATISTICS 157
Figure 150 DetailedStatistics:Timeline
Selectthetimeperiodyouwanttoviewfromthedropdownlist.IfyouselectCustom, selectthestartandenddatesinthefieldsthatdisplay.
Figure 152 DetailedStatistics:CustomDateRange
158 USINGSTATISTICS
159
EditingHTMLandText
InterspireEmailMarketerprovidesafullfeaturedWYSIWYG(WhatYouSeeIsWhatYou Get)HTMLeditor,includinganHTMLcodeeditorandpreviewfunction,aswellasaplain texteditor. Usetheseeditorstocreateandmodifytemplates,emails,autoresponders,andotherHTML andplaintextfeatures. Note:Seetherelevantsectionofthisusersguideforinformationonhowtoreachthe editingscreenforeachtypeofHTMLorplaintextfeature. Youcanalsovalidateyouremail,ensuringthatitdisplayscorrectlyinavarietyofpopular emailclients. SeeUsingtheHTMLEditoronpage159forinformationontheWYSIWYGeditor. SeeUsingtheTextEditoronpage195forinformationontheplaintexteditor. SeeValidatinganEmailonpage197forinformationoncheckinghowyouemaildisplays inpopularemailclients.
UsingtheHTMLEditor
InterspireEmailMarketersbuiltinHTMLeditorisanHTMLdesigntoolthatallowsyouto easilycreateandmodifyyouremails.YoucanusetheWYSIWYGeditingtool,workdirectly withHTMLcode,andpreviewyouremail.
HTMLSourceOptions
InsomeinstancesoftheHTMLeditor,youhaveachoiceofhowtobuildtheHTML document. IfyouwanttousethebuiltinWYSIWYG(WhatYouSeeIsWhatYouGet)editorin thispage,selectCreatecontentusingtheWYSIWYGeditorbelow. IfyouwanttouseanHTMLfileonyourcomputer,selectUploadafilefrommy computer.ClicktheBrowsebuttonthatdisplays.Afileuploadwindowdisplays; locateandselectthefileyouwanttouseandclickOK.ClickUpload.TheHTML editorscreenupdatestoshowthenewfile. IfyouwanttouseafilefromapageontheInternet,selectImportafilefromaweb siteandenterthefullURL(forexample,http://www.examplesite.com/ examplepage.html)inthefieldthatdisplays.ClickImport.TheHTMLeditorscreen updatestoshowthenewfile.
HTMLEditorOverview
TheHTMLeditorisdividedintothreesections.
160 EDITINGHTMLANDTEXT
Figure 155 HTMLEditorOverview
UsingDesignTools
TheDesignToolsallowyoutoediteveryaspectofyourHTMLdocument. Note:Notallfieldsareavailableforalldocuments. Note:NotallelementsshownheredisplayinSimplemode.Toviewallelements,click Completemodeatthebottomofthescreen.SeeUsingTagsandTabsonpage192.
EDITINGHTMLANDTEXT 161
Figure 156 HTMLDesignTools
Table 43 HTMLDesignTools
Theme
Clickthistochoosethetextcolorschemeforyourdocument. Selectacolortochangeallheadingtexttoamatchingcolor. IfyouchooseNocolor,thedocumentsdefaulttextcolor schemeisused. Ifyouwanttouseacolorthatdoesnotdisplayinthelist,click MoreColors.Anadvancedcolorpickerdisplays.Selectthe coloryouwanttouse,orenteritsRGB(Red,Green,Blue) values,andclickOK. ClickthistoexpandtheHTMLeditortooccupythefull browserwindow.Wheninfullscreenmode,clickthisicon againtoreturntowindowedmode. Clickthistoundothelastchangeyoumadetothedocument. Clickthistorepeatthelastchangeyoumadetothe document. Clickthistoplacethecontentsoftheclipboardintothe documentattheinsertionpoint. Ifyouwanttopasteanimageorformattedtext,select Paste. Ifyouwanttopastetext,whileremovingtextformatting, selectPasteasPlainText. IfthecontentsoftheclipboardweretakenfromMicrosoft Word,selectthePastefromMSWordoption.This removesformattingtags.
Fullscreenmode
162 EDITINGHTMLANDTEXT
Table 43 HTMLDesignTools(continued)
Findandreplace
Clickthistofindandreplacespecifictext.TheFind/Replace windowdisplays.
Figure 157 TheFind/ReplaceWindow
EnterthetermyouwanttofindintheFindwhatfield.If youwanttoreplacethetextwithanotherterm,enteritin theReplacewithfield. Ifyouwantyoursearchtobecasesensitive(forexample, SearchTermisnotthesameassearchterm),select Matchcase. Ifyouwanttosearchforcompletewordsonly(soasearch forseadoesnotreturnamatchforsearch),select Matchwholewordonly. ClickFindNexttosearchforthetermyouenteredinthe Findwhatfield. ClickReplacetoreplacethehighlightedtextwiththeterm youenteredintheReplacewithfield. ClickReplaceAlltofindeveryinstanceofthesearchterm youenteredintheFindwhatfield,andreplacethemwith thetermyouenteredintheReplacewithfield. ClickClosetoclosetheFind/Replacewindow.
EDITINGHTMLANDTEXT 163
Table 43 HTMLDesignTools(continued)
Checkspelling
Clickasuggestiontoreplacethemisspelledwordwiththe suggestedword. ClickIgnoretomoveontothenextword,orclickIgnore Alltofinishthespellcheck. Ifyouwanttoallowahighlightedwordinfuturespell checks,clickAddtoDictionary. Bold Underline Italic Insertorderedlist Clickthistoboldtheselectedtextor,ifthetextisalready bolded,toremovebolding. Clickthistounderlinetheselectedtextor,ifthetextisalready underlined,toremovetheline. Clickthistoitalicisetheselectedtextor,ifthetextisalready italic,toremovetheitalics. Clickthistoinsertanumberedlist.Ifyouselectparagraphs alreadyinthedocumentandclickthis,thetextisconvertedto anumberedlist. Clickthistoinsertabulletedlist.Ifyouselectparagraphs alreadyinthedocumentandclickthis,thetextisconvertedto abulletedlist. Selecttextinthedocumentandthenclickthistoalignthetext totheleftsideofitstextbox. Selecttextinthedocumentandthenclickthistoalignthetext tothecenterofitstextbox. Selecttextinthedocumentandthenclickthistoalignthetext totherightsideofitstextbox. Selecttextinthedocumentandthenclickthistoalignthetext toboththeleftandrightsidesofitstextbox. ClickthistoseeonlinehelpfortheHTMLeditorfromthe InterspireEmailMarketerknowledgebase.
Insertunorderedlist
164 EDITINGHTMLANDTEXT
Table 43 HTMLDesignTools(continued)
Selecttextandclickthistoreturnthetexttoitsdefaultstate. Selecttextandclickthistoincreasethespacebetweenthe textandtheleftsideofitstextbox. Selecttextandclickthistodecreasethespacebetweenthe textandtheleftsideofitstextbox. Selecttextandclickthistoreducethetextinsizeanddropit belowtheregularlevel. Selecttextandclickthistoreducethetextinsizeandraiseit abovetheregularlevel. Selecttext,thenclickthistoturnthetextintoahyperlink.The Linkscreendisplays. SeeCreatingandEditingHyperlinksonpage165formore information. Selecttext,thenclickthistoturnthetextintoalinkthata recipientcanclicktosendanemailtotheaddressthatyou specify. SeeCreatingandEditingEmailLinksonpage169formore information.
Createemaillink
Insert/modifyanchor Clickthistoinsertananchorattheinsertionpoint. Selectanexistinganchorandclickthistoedittheanchors name. Awindowdisplays.EnterthenewAnchorNameandclickOK. Insertormodifyan image ClickthistouploadanimagetotheInterspireEmailMarketer serverandinsertitattheinsertionpoint. Selectanexistingimagetoedititsproperties. SeeInsertingandEditingImagesonpage170formore information. Clickthistoseeamenuthatallowsyoutocreateandmodify HTMLtables. SeeCreatingandEditingTablesonpage173formore information. Clickthistoseeamenuthatallowsyoutocreateandmodify HTMLforms. SeeInsertingandEditingFormsonpage177formore information. ClickthistoseeandeditbasicinformationabouttheHTML page.SeeModifyingPagePropertiesonpage185formore information. Clickthistoinsertacustomfield.Customfieldsusevariables toincludeinformationdefinedelsewhere.Mostofthese variablesaredifferentforeachsubscriber(contactsemail address,forexample). Youcanalsodefinevariablesthatarespecifictoeachcontact list. SeeInsertingCustomFieldsonpage185formoreinformation. Selectthefontfamilythatyouwanttousefortheselected text.Ifnotextisselected,thechangeaffectstheentire paragraph. Selectthefontsizethatyouwanttousefortheselectedtext. Ifnotextisselected,thechangeaffectstheentireparagraph.
Tablefunctions
Formfunctions
Fontname
Fontsize
EDITINGHTMLANDTEXT 165
Table 43 HTMLDesignTools(continued)
Format
Selecttheheadingstylethatyouwanttousefortheselected text.Ifnotextisselected,thechangeaffectstheentire paragraph. Selecttextandclickthistoassignthecolorthatdisplaystothe text. Toviewacolorpicker,clickthetriangulariconnexttothe button.Clickacolortoassignthecolortothetext. Ifyouwanttouseacolorthatdoesnotdisplayinthelist,click MoreColors.Anadvancedcolorpickerdisplays.Selectthe coloryouwanttouse,enteritsRGB(Red,Green,Blue)values, orenteritshexvalue,andclickOK. Selectthisandclickthistohighlightthetext.Highlightingtext addsacoloredbackgroundtothetext. Toviewacolorpicker,clickthetriangulariconnexttothe button.Clickacolortoassignthecolortothetext background. Ifyouwanttouseacolorthatdoesnotdisplayinthelist,click MoreColors.Anadvancedcolorpickerdisplays.Selectthe coloryouwanttouse,enteritsRGB(Red,Green,Blue)values, orenteritshexvalue,andclickOK. Clickthistoaddahorizontallineattheinsertionpoint.Ifthe insertionpointisinaparagraph,theparagraphissplitinto two. Clickthistoinsertanonstandardcharacter.Selectthe characterthatyouwanttoinsertinthewindowthatdisplays. Clickthistoseeelementborders.Clickitagaintohide elementborders.
Fontcolor
Highlight
Inserthorizontalline
Insertcharacter Showborders
CreatingandEditingHyperlinks
UsetheLinkscreentocreateandedithyperlinksthatallowrecipientsofyouremailtoclick throughtowebpagesontheInternetorfilesstoredontheInterspireEmailMarketerserver. Note:ThefiletowhichyouarelinkingmustbeavailableontheInternet.Ifyouarelinkingto afilethatisnotalreadyavailableontheInternet,youcanmakeitavailableby uploadingittotheInterspireEmailMarketerserver.SeeUploadingFilesandImages totheInterspireEmailMarketerServeronpage167. Note:Forinformationonlinksthatallowarecipienttosendanemail,seeCreatingand EditingEmailLinksonpage169. ToaccesstheLinkscreen,clicktheInsertLink( HTMLEditoronpage159). )iconintheHTMLeditor(seeUsingthe
166 EDITINGHTMLANDTEXT
Figure 159 TheLinkScreen
IfyouwanttolinktoanexistingwebpageontheInternet,enterthefullURLintheLink Locationfield. SeeCreatingPredefinedLinksonpage167forinformationoncreatinglinksrelatedto commonInterspireEmailMarketerfeatures(unsubscribingfromthecontactlist,for instance). SeeSpecifyingWindowTypeonpage167forinformationonspecifyingthetypeof windowinwhichthelinkopens. SeeUploadingFilesandImagestotheInterspireEmailMarketerServeronpage167for informationonhostinglinkedfilesontheInterspireEmailMarketerserversotheycan beaccessedbyyouremailsrecipients. Thefollowingtabledescribesthelabelsnotdiscussedintheabovementionedsections.
Table 44 TheLinkScreen:CommonFields
Anchor
Ifthedocumentcontainsnamedanchors,selectthedestinationanchor fromthelist.Whenarecipientclicksthelink,theemaildisplayswiththe anchorslocationatthetopofthescreen. Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethelink displayusingtheselectedstyle. Onceyouhavesetupyourhyperlink,clickthistoplacethelinkinyour emaildocument. Ifyouareeditingahyperlink,clickthistoremovethelink.Theplaintext remainsinyouremaildocument. ClickthistoclosetheLinkscreenwithoutsavinganychanges.
EDITINGHTMLANDTEXT 167
Creating Pre-defined Links
Alternatively,useoneofthePredefinedLinkstoallowtherecipienttotakeactionrelated toInterspireEmailMarketer.
Table 45 TheLinkScreen:PredefinedLinks
LinktoContactList Archives
Ifyouwanttospecifythetypeofwindowinwhichthelinkopens,selectanoptioninthe TargetWindowfield.TheHTMLcodedisplaysinthefieldtotheleft.
Table 46 TheLinkScreen:TargetWindowOptions
None Sameframe
NoHTML _self
Selectthisifyoudonotwanttospecifythetypeofwindowin whichthelinkopens. Selectthistohavethelinkopeninthesamewindowasthe originalemail.Iftheoriginalemailusesframes,thenewfile opensinthesameframeasthelink. Selectthistohavethelinkopeninthewholepageofthe originalemail.Iftheoriginalemailusesframes,thenewfile removestheframes. Selectthistohavethelinkopeninanewbrowserwindow. Selectthistohavethelinkopenintheparentframeset.Use thisoptionwhentheoriginalemailusesmultipleframesets.
Wholepage
_top
Newwindow Parentframe
_blank _parent
UploadingFilesandImagestotheInterspireEmailMarketerServer
IfyouwanttolinktoorembedafilethatisnotalreadyavailableontheInternet(suchasan imageoranotherHTMLfileonyourcomputer),usethefilelistontheleftoftheLinksor Imagesscreen.Whenyouuploadafilefromyourcomputertothislistitisautomatically hostedontheInterspireEmailMarketerserver,andcanbeaccessedovertheInternet. UsetheLinksscreentouploadfilesyouwantarecipienttoaccessviaahyperlink.See CreatingandEditingHyperlinksonpage165.
UploadFile
Enterthefilepathofthefileonyourcomputerthatyou wanttouploadtotheInterspireEmailMarketerserver. Alternatively,usetheBrowsebuttontolocatethefile. Clickthistolocateafileyouwanttouploadtothe InterspireEmailMarketerserver. AFileUploadwindowdisplays.Locatethefileandclick Open.Then,clickGotouploadthefile. Onceyouhaveselectedafiletoupload(thefilepath displaysintheUploadFilefield)clickthistouploadthe file. Clickthistoseetwomorefieldswhereyoucanupload morefiles.ClickeachfieldsBrowsebuttontoselectthe fileyouwanttoupload. Note:TheUploadmorefilesbuttondisplaysintheLinks screen,andtheUploadmoreimagesbutton displaysintheImagesscreen.
Browse
Go
Uploadmorefiles Uploadmoreimages
Newfolder
Renameselectedfile/ Selectafileorfolderandclickthistorenamethefileor folder folder. Note:Clickafoldersicontoselectit. Awindowdisplaysinwhichyoucanrenamethefolder. EnterthenewnameandclickOK. Deleteselectedfile/ folder Selectafileorfolderandclickthistoremovethefileor folder. Note:Ifyoudeleteafolder,allfilesandsubfolderswithin thefolderarealsodeleted. Previewselectedfile Selectafileandclickthistoseeapreviewofthefile.A newwindowopens,displayingthefile.Closethewindow toreturntotheLinkscreen. Note:ThisicondisplaysonlyintheLinkscreen. Downloadselected file Selectafileandclickthistodownloadthefiletoyour computer. Note:ThisicondisplaysonlyintheLinkscreen.
EDITINGHTMLANDTEXT 169
Table 47 LinkandImagesScreens:UploadingFilesandImages
Togglethumbnails
Clickthistoshoworhideimagethumbnails. Note:ThisicondisplaysonlyintheImagesscreen.
Setimageas background
CreatingandEditingEmailLinks
UsetheEmailLinkscreentocreateandeditlinksthatrecipientscanclicktosendanemail totheaddressthatyouspecify.EmaillinksusetheHTMLmailtocommand.Takethe followingstepstocreateoreditanemaillink: 1 Tocreateanewemaillinkinyourdocument,selecttextintheHTMLeditor(seeUsing theHTMLEditoronpage159)andclicktheCreateemaillinkbutton( ). Toeditanexistingemaillink,selectthelinkinthedocumentandclicktheCreate emaillinkbutton. TheEmailLinkscreendisplays.
Figure 160 TheEmailLinkScreen
2 EntertheEmailAddresstowhichyouwanttheemailtobesent. 3 Ifyouwanttospecifytheemailsubject(forexample,ResponsetoNewsletter#15), enterthesubjectlineintheSubjectfield. 4 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethelinkdisplay usingtheselectedstyle. 5 ClickInsertLinktoplacetheemaillinkinyourdocument. Alternatively,clickRemoveLinktoreturntheselectedtextinyourdocumenttoits defaultstate. ClickCanceltoclosetheEmailLinkscreenwithoutsavinganychanges. TheemaillinkdisplaysintheHTMLeditor.
170 EDITINGHTMLANDTEXT
InsertingandEditingImages
UsetheImagesscreentoinsertoreditanimageinyourdocument. Toinsertanimage,accesstheHTMLeditor(seeUsingtheHTMLEditoronpage159). Placetheinsertionpointwhereyouwanttheimagetoappear,thenclicktheInsertor modifyanimagebutton( ). Toeditanimage,accesstheHTMLeditor.Selecttheimageyouwanttoedit,thenclick theInsertormodifyanimagebutton. Youcanalsoresize,draganddropimagesintheeditingwindow.SeeUsingtheEditing Windowonpage187. Note:InterspireEmailMarketerallowsyoutousethefollowingimagetypesinyour document:bitmap(.bmp),graphicsinterchangeformat(.gif),JPEG(.jpg),portable networkgraphics(.png),taggedimagefileformat(.tifor.tiff).
Figure 161 TheImagesScreen
Externalimage
Load
EDITINGHTMLANDTEXT 171
Table 48 TheImagesScreen(continued)
Viewpreviewinnew window( )
Alttext
Border
Width
Height
Horizspace Vertspace
Entertheamountofemptyspacetoleftandrightoftheimageinpixels. Entertheamountofemptyspaceaboveandbelowtheimageinpixels.
172 EDITINGHTMLANDTEXT
Table 48 TheImagesScreen(continued)
Align
Top:alignstheimagewiththetopofthetallestpossiblelettersintheline oftext(eveniftherearenotallletters).
IM AG E IM AG E
war games
Middle:inmostbrowsers,thisalignsthebaselineofthelineoftextwith themiddleoftheimage.
However,insomebrowsersthisalignsthemiddleofthetextwiththe middleoftheimage(likeABSmiddle).
Bottom:thisbehavesthesameasBaseline.
war games
ABSmiddle:thisalignsthemiddleofthetextwiththemiddleofthe image.
ABSbottom:thisalignsthebottomoftheimagewiththeabsolute bottomofthetext,includingletterswithtails,suchasgandy.
Left:thisplacestheimageattheleftmargin.Textflowsaroundthe image.
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:thisplacestheimageattherightmargin.Textflowsaroundthe image.
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.
IM AG E
EDITINGHTMLANDTEXT 173
Table 48 TheImagesScreen(continued)
Style Title
Resetproperties
Clickthistoreturntheimagepropertiestotheirdefaultvalues. TheimagesWidthandHeightreturntotheirfullsizevalues. Anyinformationinthefollowingfieldsisdeleted:Alttext,Border,Horiz space,Vertspace,Align,StyleandTitle. ClickthistoopentheimageinanewwindowandedititusingtheSnipshot onlineimageeditingtool. Atthetimeofwriting,thistoolallowsyouto: Resizetheimage. Croptheimage. Enhancetheimage. Adjusttheimagesaspectratio,tilt(horizontalangle),exposure, contrast,saturation,hueandsharpness. Rotatetheimage. Turnacolorimagetogreyscale. Seewww.snipshot.comformoreinformation. Note:Thisfielddisplaysonlywhenyouareinsertinganewimage.
Editimage
Insertimage
Clickthistoplacetheimageintoyourdocumentattheinsertionpoint. Note:Thisfielddisplaysonlywhenyouareinsertinganewimage.
Modifyimage
Cancel
ClickthistoclosethiswindowandreturntotheHTMLeditorwithout savingyourchanges.
CreatingandEditingTables
InHTML,tablesallowyoutoarrangeinformationinhorizontalrowsandverticalcolumns. Toinsertatable,accesstheHTMLeditor(seeUsingtheHTMLEditoronpage159). Placetheinsertionpointwhereyouwantthetabletoappear,thenclicktheTable functionsbutton( )andselectInserttable.TheInserttablescreendisplays(see InsertingaTableonpage173). Toeditatable,accesstheHTMLeditor.Selectthetableyouwanttoedit,thenclickthe TableFunctionsbutton. Youcanalsoresizetables,andaddrowsandcolumns,intheeditingwindow.SeeUsing theEditingWindowonpage187.
Inserting a Table
Takethefollowingstepstoinsertatableinadocument:
)andselectInserttable.The
2 EnterthenumberofhorizontalRowsandverticalColumnsyouwantyourtableto have. 3 EnterthenumberofCellPaddingpixelsyouwanttogiveyourtable.Cellpadding insertsspacebetweentheedgesofeachtablecellandthetextinsidethecell. 4 EnterthenumberofCellSpacingpixelsyouwanttogiveyourtable.Cellspacing insertsspacebetweenthecellsinyourtable. 5 DefinetheWidthofyourtable.Youcandefinethetablewidthinpixelsbyenteringan integer(forexample,150),orasapercentageoftherecipientsbrowserwindowby enteringapercentage(forexample,75%). 6 DefinetheHeightofyourtable,ifrequired.AswiththeWidth,enteranintegerto definethetableheightinpixels,orenterapercentagevaluetodefinethetableheight asapercentageoftherecipientsbrowserwindow.Ifyouleavethisvalueblank,the tablesdefaultheightisequaltothetextheight,pluscellpaddingandspacingforeach row,multipliedbythenumberofrows. 7 IfyouwanttodefineaBackgroundcolorforthetable,clickthecolorpickericon( ). Alternatively,enteracolorshexvalue(#ffffff,forinstance). 8 IfyouwantyourtabletohaveaBorder,specifyitswidth.Ifyouwantatablewithno borders,enter0inthisfield. Note:TheborderdoesnotdisplayintheEditscreen;clickthePreviewtab(seeUsingTags andTabsonpage192)toseethetableasitwilldisplayintherecipientsemailclient. 9 IntheAlignlist,selecthowyouwantthetabletobedisplayedinitscontainer. SelectLefttohavethetabledisplayatthelefthandmargin. SelectRighttohavethetabledisplayattherighthandmargin. SelectCentertohavethetabledisplayinthemiddleofthecontainer. 10 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethetabledisplay usingtheselectedstyle. 11 ClickOK.YourtabledisplaysintheHTMLeditor.
176 EDITINGHTMLANDTEXT
Figure 164 ModifyingCellProperties
3 IfyouwanttodefineaBackgroundcolorforthecell,clickthecolorpickericon( ). Alternatively,enteracolorshexvalue(#ffffff,forinstance). 4 EntertheCellwidthandCellheight,ifrequired.TheCellwidthfieldaffectsallcellsin thesamecolumnastheselectedcell,andtheCellheightfieldaffectsallcellsinthe samerowastheselectedcell. 5 IntheHorizontalAlignlist,selecthowyouwanttextorimagestodisplayinthe selectedcell. SelectLefttohavethetextorimagedisplayatthelefthandcellmargin. SelectRighttohavethetextorimagedisplayatthecellsrighthandmargin. SelectCentertohavethetextorimagedisplayinthehorizontalmiddleofthecell. 6 IntheVerticalAlignlist,selecthowyouwanttextorimagestodisplayintheselected cell. SelectNonetohavethetextorimagedisplayinitsdefaultverticallocation. SelectToptohavethetextorimagedisplayattheuppercellmargin. SelectMiddletohavethetextorimagedisplayattheverticalmiddleofthecell. SelectBottomtohavethetextorimagedisplayatthebottomcellmargin. 7 ClickOK.ThechangestoyourcelldisplayintheHTMLeditor. Alternatively,clickCanceltoclosetheModifycellpropertiesscreenwithoutmaking anychanges.
Inserting and Deleting Columns
Takethefollowingstepstoaddacolumntoatableinadocument: 1 IntheHTMLeditor,selectatablecellnexttowhichyouwanttoaddacolumn. 2 ClicktheTablefunctionsbutton( ).SelectInsertcolumntotherightorInsert columntotheleft. ThenewcolumndisplaysintheHTMLeditor. TakethefollowingstepstodeleteacolumnfromatableintheHTMLeditor: 1 IntheHTMLeditor,selectatablecellinthecolumnyouwanttodelete. 2 ClicktheTablefunctionsbutton( ).SelectDeletecolumn. Thecolumnisdeletedfromthetable.
EDITINGHTMLANDTEXT 177
Inserting and Deleting Rows
Takethefollowingstepstoaddarowtoatableinadocument: 1 IntheHTMLeditor,selectatablecellaboveorbelowwhichyouwanttoaddarow. 2 ClicktheTablefunctionsbutton( ).SelectInsertrowaboveorInsertrowbelow. ThenewrowdisplaysintheHTMLeditor. Takethefollowingstepstodeletearowfromatableinadocument: 1 IntheHTMLeditor,selectatablecellintherowyouwanttodelete. 2 ClicktheTablefunctionsbutton( ).SelectDeleterow. Therowisdeletedfromthetable.
Increasing and Decreasing Column Span
InsertingandEditingForms
HTMLformsallowrecipientsofyouremailtoperformavarietyoftasks.Theycanenter informationinformfields,selectoptionsusingradiobuttons,checkboxesandlistboxes, andclickbuttonstosendorresettheform.Furthermore,hiddenformfieldsinyouremails donotdisplayintherecipientsemailclient,butconveyinformationbacktoyouwhena formissent.
178 EDITINGHTMLANDTEXT Formsreferencescriptsinordertoperformtherequiredaction.Thesescriptsmaybe locatedontheInterspireEmailMarketerserver,oronanotherserverontheInternet. Alternatively,formscanuseanHTMLmailtocommandtoemailtheformcontentstoa specifiedaddress. Whenyouwanttoaddaformtoyourdocument,firstinsertanewformandthenaddthe requiredfieldstotheform. Note:Bearinmindthatpopularemailclientshandleformsdifferently.Someclientsdonot displayforms,whereasothersdonotpermitfullformfunctionality.Analternativeto usingformsinyouremailistolinktoapageonyourwebsitewherearecipientcan performtherequiredtask.
Inserting a Form
4 SelecttheMethodthisformuses. SelectNoneifyoudonotwanttospecifytheformsubmissionmethod.
InsertingaTextFieldonpage179 InsertingaTextAreaonpage180 InsertingaHiddenFieldonpage181 InsertingaButtononpage181 InsertingaCheckboxonpage182 InsertingaRadioButtononpage182 InsertingaListBoxonpage183 Note:Tomodifyanexistingformfield,selectthefieldintheHTMLeditor.ClicktheForm functionsbutton( ).Theoptionsthatdisplayarethesameasbefore,except InsertisreplacedwithModifyineachoption.Thescreensthatdisplaywhenyou clicktheoptionsarealsothesame. InsertingaTextField
2 EnterthefieldsName.Thisisdisplayednexttotheuserenteredvaluewhentheform contentissent. 3 Ifyouwanttexttodisplayinthefieldbeforetheuserentersanything,enterthetextin theInitialvaluefield. 4 SpecifytheCharacterwidth,ifrequired,andenterthemaximumnumberoftext characterstheusermayenterintheMaximumcharactersfield. 5 Ifyouwantthetextinthisfieldtodisplayasasterisks(*)selectPasswordintheType field.Otherwise,selectText. 6 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethefielddisplay usingtheselectedstyle. 7 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaTextArea Atextareaisatextfieldwithmultiplelines,inwhichausermayenterdata. 1 ClicktheFormfunctionsbuttonandselectInsertTextArea.
Figure 167 InsertTextArea
EDITINGHTMLANDTEXT 181 6 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethefielddisplay usingtheselectedstyle. 7 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaHiddenField Ahiddenfieldisaformfieldthatdoesnotdisplayonthescreen,butcontainsdatatobe sentaspartoftheformcontentwhentheformisreturned. 1 ClicktheFormfunctionsbuttonandselectInsertHiddenField.
Figure 168 InsertHiddenField
2 EnterthefieldsName.Thisisdisplayednexttotheinitialvaluewhentheformcontent issent. 3 EnterthefieldvalueintheInitialvaluefield.Sincethisisahiddenfield,thereisno opportunityfortheusertochangethisvalue. 4 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaButton Usebuttonstoallowtheusertosubmit(send)orreset(clear)theforminwhichtheyappear, ortoincludethebuttonsvalueintheformcontent. 1 ClicktheFormfunctionsbuttonandselectInsertButton.
Figure 169 InsertButton
182 EDITINGHTMLANDTEXT SelectResettocreateabuttonthatreturnsthefieldsintheformtotheirdefault values(blankordisplayingtheirInitialvalues). 5 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethebuttondisplay usingtheselectedstyle. 6 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaCheckbox Checkboxes( )allowuserstoselectoptionsinaform.Usecheckboxeswhenausermay entermultiplechoicesfromarangeofoptions. Note:Unlikeradiobuttons,whenmultiplecheckboxesinthesameformhavethesame Name,ausermayselectmultiplecheckboxes,ornone.Forthisreasonitisadvisedto usecheckboxeswhenausermayselectall,none,oravarietyofoptions. 1 ClicktheFormfunctionsbuttonandselectInsertCheckbox.
Figure 170 InsertCheckbox
2 EnterthecheckboxsName. 3 EnteranInitialvaluefield.ThisvaluewillbereturnedalongwiththeNamewhenthe formissent. 4 SelecttheInitialStateofthecheckbox: SelectUncheckedtohavethebuttonempty(off)bydefault. SelectCheckedtohavethebuttonselected(on)bydefault. 5 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethecheckbox displayusingtheselectedstyle. 6 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaRadioButton Radiobuttons( )allowuserstoselectoptionsinaform.Useradiobuttonswhenauser mayselectonlyoneofarangeofoptions. WhenmultipleradiobuttonsinaformhavethesameName,onlyonemaybecheckedata time.
2 EntertheradiobuttonsName.Giveallradiobuttonsinthesameoptionslistthesame Name. 3 EnteranInitialvaluefield.ThisvaluewillbereturnedalongwiththeNamewhenthe formisreturned. 4 SelecttheInitialStateoftheradiobutton: SelectUncheckedtohavetheradiobuttonempty(off)bydefault. SelectCheckedtohavetheradiobuttonselected(on)bydefault. 5 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavetheradiobutton displayusingtheselectedstyle. 6 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaListBox Listboxes,alsoknownasselectfields,allowuserstoselectanoptionfromadropdownor staticlist. 1 ClicktheFormfunctionsbuttonandselectInsertSelectField.
184 EDITINGHTMLANDTEXT
Figure 172 InsertListBox
2 EntertheradiobuttonsName. 3 ConfiguretheMaintainoptionsfields.ThesefieldsallowyoutopopulatetheCurrent optionslistandspecifytheValuesthatarereturnedintheform. EntertheTextthatyouwanttodisplayinthelist. EntertheValueforthelistoption.NotethattheValuereturnedandtheText displayedmaybecompletelydifferent,ifrequired. SelectSelectedifyouwantthelistoptiontobeselectedbydefault. ClickAddtoincludetheoptioninthelist. Selectanoptioninthelist,editit,andclickUpdatetosavethechanges. Alternatively,clickAddtokeeptheoptionwithitsoldvaluesandcreateanew optionwiththenewvalues. SelectanoptioninthelistandclickDeletetoremoveitfromthelist. 4 SelecttheTypeoflist: SelectSingleselecttoallowtheusertoselectonlyoneoption. SelectMultipleselecttoallowtheusertoselectmultipleoptions. 5 Entertheheightofthelistbox(intextrows)intheSizefield: Enter0(default)tohavethelistdisplayinasinglerowwithadropdownicon(Single select)orinthesamenumberofrowsaslistoptions(Multipleselect). Enter1(Multipleselectonly)tohavethelistdisplayinasinglerowwithnodrop downicon.Thisisnotrecommended. Enter2orhigher(Multipleselectonly)todisplaythespecifiednumberofrows.The usermaynavigatethelistusingthescrollbarontherightofthelistbox. 6 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethelistdisplay usingtheselectedstyle. 7 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges.
EDITINGHTMLANDTEXT 185
ModifyingPageProperties
Takethefollowingstepstomodifyyourdocumentsbasicsettings,includingbackground andcolorsetup: Note:YoudonoteneedtomodifythePageTitle,Description,orKeywordsinthePage propertieswindow.ThesepropertiesarestandardHTML,butaredesignedforweb pagesandarenotrelevantwhencreatingHTMLemails. 1 IntheHTMLeditor,clickModifypageproperties(
Figure 173 PageProperties
).
2 SpecifyaBackgroundimagebypastingtheimagesURLintothefield.Iftheimageis largerthantheHTMLbrowserwindow,itisrepeated(tiled). Alternatively,specifyaBackgroundcolorbyclickingthecolorpickericon( )or enteringthecolorshexvalue(#ffffff,forinstance). 3 IfyouwanttochangethedefaultTextcolororLinkcolor(thecoloroftextassociated withahyperlink)clicktheappropriatecolorpicker,orenteracolorshexvalueinthe appropriatefield. 4 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges.
InsertingCustomFields
Customfieldsallowyoutoincluderecipientspecificvariablesinyouremailcampaigns, withoutmanuallyconfiguringeachemail.Thisissimilartothemailmergefeatureavailable insomewordprocessing,spreadsheetanddatabaseapplications. Customfieldsusevariablesthatrefertoinformationconfiguredandlistedelsewhere.The informationcontainedinmostvariablesisdifferentforeachsubscriber(contactsemail address,forinstance). Youcanalsodefinevariablesthatarespecifictoeachcontactlist. Customfieldvariablesareidentifiedintheeditorbythepairofpercentagesymbolstoright andleftofthevariablename.Forinstance,ifyoudefineacitycustomfield,thevariable appearsinyourdocumentas%%city%%. Takethefollowingstepstoinsertacustomfieldintoyourdocument: 1 IntheHTMLeditor,placetheinsertionpointwhereyouwantthecustomfieldto display.ClickInsertacustomfield( ).
186 EDITINGHTMLANDTEXT
Figure 174 CustomFields
TheGeneralcustomfieldsthatdisplayarestandardfieldsbuiltintoInterspireEmail Marketer. Generalcustomfieldsrelatingtoyourcompanyarespecifictoeachcontactlist.For example,youcanspecifydifferentcontactphonenumbersfordifferentcontactlists.Define thesefieldsintheContactlists>Createacontactlistscreen,ortheContactlists>View contactlists>Editscreen,foreachcontactlist. Theothercustomfieldsthatdisplayarethoseyoucreatedyourself,andarearrangedbythe contactlistwithwhichtheyareassociated.Clickacontactlistnametoseethefieldswith whichitisassociated.Ifacustomfieldisassociatedwithmorethanonecontactlist,it appearsinbothlists. ThefollowingtabledescribesthebuiltinGeneralcustomfields:
Table 49 GeneralCustomFields
Contactlistname %%listname%% Unsubscribelink Contactsemail address Email confirmationlink Subscribedate Linktoweb versionofthis email Linktocontact listarchive %%unsubscribelink%% %%emailaddress%% %%confirmlink%% %%subscribedate%% %%webversion%%
Thenameofthecontactlisttowhichthe contactbelongs. Ahyperlinkrecipientscanclicktoremove themselvesfromthecontactlist. Theemailaddresstowhichtheemailis sent. Ahyperlinkrecipientscanclicktoconfirm thattheywanttoreceiveyouremails. Thedateonwhichthecontactwasaddedto thecontactlist. Ahyperlinkrecipientscanclicktoseethe HTMLversionoftheemail,storedonthe InterspireEmailMarketerserver.
EDITINGHTMLANDTEXT 187
Table 49 GeneralCustomFields
UsingtheEditingWindow
UsetheeditingwindowintheHTMLeditorto: Addanddeletetextblocks(seepage187). Composeandedittext(seepage187). Manipulateimages(seepage188). Manipulatetextandimagecontainers(seepage189). ComposeandeditHTML(seepage191). Previewyouremail(seepage192).
AddingandDeletingTextBlocks
Whenyouareusingadocumentcontainingtextblocks,youcaneasilyaddanddelete blocksusingthe and iconsthatdisplay. Note:Thisoptionisnotavailableinalldocuments.
Figure 175 TextBlockIcons
)toinsertaduplicateoftheselectedblockdirectlyafterthe )toremovetheselectedblockfromthedocument.
Note:WhenthereisonlyoneblockremaininginanHTMLsection(atablecell),thedelete blockicondoesnotdisplay.
ComposingandEditingText
YoucanusetheHTMLeditorsEdittabtocomposeandedittextdirectly,inthesameway asyouwouldwithastandardwordprocessororstandalonewebauthoringtool.
ManipulatingImages
TheHTMLeditorsEdittaballowsyoutodraganddropimages,andchangetheirsizeand aspectratio. Youcanalsorightclickoveranimagetodisplayshortcutstoimagerelateddesigntools (seeUsingDesignToolsonpage160).
Figure 177 RightClick(Image)
Dragging-and-dropping an Image
ManipulatingTextandImageContainers
InterspireEmailMarketersHTMLdocumentlayoutsarebasedonHTMLtables.Textand imagesareplacedinsidethetablecells.UsetheHTMLeditorsEdittabtoresizetables,add anddeleterowsandcolumns. Youcanalsorightclickoveratabletodisplayshortcutstotablerelateddesigntools(see UsingDesignToolsonpage160).
190 EDITINGHTMLANDTEXT
Figure 179 RightClick(Table)
Resizing Tables
Whileyouareresizingatable,afielddisplaysshowingthetablescurrentsize(inpixels),and thenumberofpixelsithaschangedineachdimension,inthefollowingformat:
[current width] x [current height] ([horizontal change], [vertical change])
Toaddanddeleterowsandcolumns,selectatablecell.Iconsdisplayatthecellborder.
Figure 181 CellIcons
Clicktheleftarrow( )toaddacolumntotherightoftheselectedcell. Clicktherightarrow( )toaddacolumntotherightoftheselectedcell. Clicktheuparrow( )toaddarowabovetheselectedcell. Clickthedownarrow( )toaddarowbelowtheselectedcell. Clickthedeletecolumn( located. Clickthedeleterow( )icontodeletetheentirecolumninwhichthecellis )icontodeletetheentirerowinwhichthecellislocated.
ComposingandEditingHTML
ToedityourdocumentsHTMLcodemanually,clicktheSourcetabundertheediting window.
Figure 182 EditingHTML
PreviewingYourEmail
Toseehowyouremailwilldisplayintherecipientsemailclient,clickthePreviewtabunder theeditingwindow.
Figure 183 PreviewinganEmail
UsingTagsandTabs
TheTagsandTabssectiondisplaysatthebottomoftheHTMLeditorscreen.
CustomFields
TheTagsandTabssectionofferstwoshortcutbuttonsthatallowyoutoquicklyadd customfieldstoyourdocument.Customfieldsletyouentervariableinformationintoyour emailsthatdiffersforeachcontact(orcontactlist).
Figure 184 CustomFieldButtons
SimpleandCompleteModes
TheHTMLeditorhastwomodes;simpleandcomplete.Incompletemode,youcanuse moredesigntoolstocontroltext,formsandpageproperties.SeeUsingDesignToolson page160. Toswitchbetweensimpleandcompletemode,clickthelinkatthebottomoftheHTML editorscreen.
Figure 185 SimpleandCompleteModeLink
ClickSimplemodetogotosimplemode.Thefollowingdesigntoolsareavailable.
Figure 186 SimpleDesignTools
ClickCompletemodetogotocompletemode.Thefollowingdesigntoolsareavailable.
Figure 187 CompleteDesignTools
UsingHTMLTags
WhenyouclickasectionofyouremaildocumentintheWYSIWYGeditor(clicktheEdittab) avarietyofHTMLtagsdisplaybeneaththeeditwindow.
Figure 188 HTMLTags
Removing a Tag
ClickEdittagtochangethetagsproperties.Awindowappears,displayingtheopeningand closingtags,andallcodeinbetween.
Figure 190 EditingaTag
Editthecode,andclickOKtosaveyourchangesandclosethewindow.Alternatively,click Canceltoclosethewindowwithoutsavingyourchanges.
UsingTabs
ThetabsatthebottomoftheHTMLeditorallowyoutoswitchquicklybetweenthe WYSIWSGeditor,theHTMLcodeeditor,andtheemailpreviewwindow.
Figure 191 HTMLEditorTabs
EDITINGHTMLANDTEXT 195
UsingtheTextEditor
Thetexteditorcontrolsthetextelementofyourdocument.Thiselementissenttothe recipientinplaintext. IfyourrecipientsemailclientcannotdisplayHTMLemails,thetextelementisallthe recipientssee. IfyouselectedTextinthescreenwhereyoudefineyourdocument,thetextelementis alltherecipientssee,eveniftheiremailclientsarecapableofdisplayingHTMLemails. IfyouselectedHTMLinthescreenwhereyoudefineyourdocument,thetexteditor doesnotdisplay.SelectHTMLandtextorTextinstead. Therearetwobasicwaysofusingplaintextemails. 1 Youcanuseaplaintextemailtosendthefulltextofyouremail.Youcandothis whetherornotyoualsosendanHTMLelement.IfyoualsosendanHTMLelement,the maintextshouldbethesameinbothelementssincearecipientwillseeonlyone element,andnottheother. 2 Whenyouwanttosendmultipartemails(thosewithbothHTMLandplaintext elements)youcanalsousetheplaintextelementtoinformrecipientswhoseemail clientscannotdisplayHTMLemailsofthisfact,andtoredirectthemtothewebbased versionoftheHTMLemail. Note:Mostbuiltintemplatesaremultipart.
CreatingaPlainTextEmail
Takethefollowingstepstobuildaplaintextdocument: 1 Intheeditor,scrolldowntotheTextcontentsection.
196 EDITINGHTMLANDTEXT
Figure 192 CreateaCustomDocument:TextContent
2 Specifyhowyouwanttobuildthetextdocument. Ifyouwanttousethebuiltintexteditor,selectTypetextintothetextboxbelow. Ifyouwanttouseatextfileonyourcomputer,selectUploadafilefrommy computer.ClicktheBrowsebuttonthatdisplays.Afileuploadwindowdisplays; locateandselectthefileyouwanttouseandclickOK.ClickUpload.Thetexteditor screenupdatestoshowthenewfile. IfyouwanttouseafilefromapageontheInternet,selectImportafilefromaweb siteandenterthefullURL(forexample,http://www.examplesite.com/ examplepage.html)inthefieldthatdisplays.ClickImport.Thetexteditorscreen updatestoshowthenewfile. 3 Editthetextmanually: IfyouselectedTypetextintothetextboxbelow,enterthetextyouwanttosend. Alternatively,clickGettextcontentfromeditor(atthebottomofthescreen)to pastethetextfromtheHTMLeditorintotheplaintexteditor. IfyouselectedUploadafilefrommycomputerorImportafilefromawebsite, youmayneedtoeditthetextforformattingsoitdisplayscorrectly. Note:Usetheverticalgreylineinthetexteditorasaguidelineforyouremailsmaximum linewidth.Thelinerepresentsalinewidthofsixtyfivecharacters;longerlinesmaybe wrappedontothenextlinebysomeemailclients,makingthemawkwardtoread. However,ifyouarenotconcernedaboutthisthenyoucanuselineslongerthansixty fivecharacters. 4 Insertcustomfieldstoaddvariableinformationtothetext,suchasyourrecipients emailaddress.YoucanalsoaddlinkstoallowrecipientsviewtheonlineHTMLversion oftheemail,andremovethemselvesfromtheemaillist.
ValidatinganEmail
Likewebbrowsers,popularemailclientsdisplayHTMLindifferentways.However,email clientsareevenlessconsistentthanwebbrowsers.Forexample,someemailclientsfailto supportbasicHTMLtechniquessuchasformsandCSS(CascadingStyleSheets).Forthis reason,itishighlyimportanttocheckthatyourHTMLemailwilldisplayacceptablyinall commonemailclients. DothisusingInterspireEmailMarketersEmailvalidationfeature.Thisfeaturetestsyour emailbymimickingcommonemailclientsdisplayinconsistenciesanddisplayingtheresults onasinglescreen. Note:InterspireEmailMarketersbuiltintemplatesarealreadyoptimizedtodisplay optimallyinallcommonemailclients. Note:ThisfeatureisnotavailableinallinstancesoftheHTMLeditor(thosethatallowyou todesignwebpages,forinstance). TakethefollowingstepstovalidateyourHTMLdocument: 1 Inthescreenwhereyoudefineyourdocument,scrolldowntotheEmailvalidation section. 2 ClickViewyouremailindifferentemailprograms. TheEmailValidationscreenisdividedintothreeparts.
198 EDITINGHTMLANDTEXT
Figure 193 EmailValidation
UsethePreviewbartoselecttheemailclientyouwantInterspireEmailMarketerto emulateinthevalidationwindow.Bydefault,theOriginalHTMLversiondisplays. Inthedropdownlistbox,selectHTMLpreviewtoseehowtheHTMLemailwilllook inthespecifiedclient,orselectTextpreviewtoseehowthetextversionoftheemail willlook. UsetheRulebartoseewhetherifyouremailbreaksanyoftherulesusedbyeach popularemailclient.Ifyouremailiscompletelycompliantwithaclientsrules,a icondisplays.Ifitisnotcompletelycompliant,a icondisplays. Note:Justbecausea icondisplaysdoesnotnecessarilymeanthatyouremailwilldisplay poorly;therearemanywaysinwhichanemailmaybreakaclientsruleswithout significantproblems.Readtheerrormessagethatdisplaysbeneaththeiconand checktheemailbyclickingontheclientprogramsnameinthepreviewbar.
200 EDITINGHTMLANDTEXT
201
III
THETOOLBAR
Thissectioncontainsthefollowingchapters: UsingTheHomeScreen(203) UsingTemplates(205) UsingForms(213) ConfiguringUserAccounts(231) UsingInterspireEmailMarketerSettings(243) UsingTools(259)
202
203
UsingTheHomeScreen
ThischapterdiscussesthescreenthatdisplayswhenyouclicktheHomelinkinthetoolbar. Note:Thisisthescreenthatdisplaysbydefaultwhenyoulogin.
Figure 194 TheHomeLink
UsingtheHomeScreen
ClickHomeinthetoolbar.
Figure 195 TheHomeScreen
Table 50 TheHomeScreen
Contactactivityfor thelastsevendays
204 USINGTHEHOMESCREEN
Table 50 TheHomeScreen
Iwouldliketo
GettingStarted
205
UsingTemplates
ThischapterdiscusseshowtousetheTemplatesmenuinthetoolbar.
Figure 196 TheTemplatesMenu
TemplatesOverview
Templatescontrolthelookofyouremail.Theyspecifywhichfontsandtextcolorstouse, thebackgroundcolorsandimagestodisplay,andthesizeandshapeofthetextareasonthe usersscreen.
HowTemplatesWork
TemplatesuseHTML(HyperTextMarkupLanguage)todefineyouremailsaesthetics.The usersemailclientreadsthisinformationanddisplaystheemailaccordingly.Thisgivesyour emailthesamedesignflexibilityfoundinHTMLwebdesign. Note:Ifindoubt,itisstronglyadvisedthatyouconfigureemailtemplatestosendboth HTMLandplaintextelements(multipart).SomeemailclientscannotdisplayHTML, andsomeusersturnHTMLdisplayoff,soitisimportanttotransmitaplaintext elementaswell. Youcanassigntemplatestonewemailcampaigns,ortoautoresponders.
AdvantagesofTemplates
Usingtemplatestocoordinateyouremailcampaignsconferstwomainadvantages.First, youremailisinstantlyrecognizable.Youcanusetemplatestodefineorextendcorporate brandingbypresentingtheuserwithyourcompanyscolorscheme,logoandassociated imagery.Second,youremailisconsistent.Whenyouuseatemplateforyouremail campaignsoveraperiodoftime,youknowthateachemailyousendisbasedonthesame design,andwillconveythesamemessage.Thisisparticularlyusefulwhenmultiplepeople maybesendingoutemailcampaignsfromyourcompany.
BuiltinandCustomTemplates
InterspireEmailMarketerincludesahugevarietyofbuiltintemplates,readyforyoutouse outofthebox.Theyhavebeendesignedandtestedwithinteroperabilityinmind,sothey willdisplaycorrectlyinallcommonHTMLemailclients.
TestingYourTemplate
LikeInternetbrowsers,emailclientsoftendisplayemailindifferentways.Whatlooks correctinoneclientcanlookincorrectinanother.Whenyoucreateyourowntemplate,use theemailvalidationtool(seeValidatinganEmailonpage197)tocheckthatthetemplate displayscorrectlyinavarietyofcommonemailclients.
ManagingCustomEmailTemplates
Onceyouhavecreatedacustomemailtemplate(seeCreatingandEditingCustomEmail Templatesonpage207),youcan: Delete:removethetemplatefromInterspireEmailMarketer.Thetemplatecannotbe retrieved. Activate:allowthetemplatetobeusedforanewemailcampaignorautoresponder. Deactivate:preventthetemplatefrombeingusedforanewemailcampaignor autoresponder. MakeGlobal:allowalluserstousethetemplate,regardlessoftheirprivileges. RemoveFromGlobal:allowonlycertainuserstousethetemplate. ConfigureusertemplateprivilegesintheUserAccount>CreateUser>User Permissionsscreenforeachuser. Youcanalsoview,edit,orcopyatemplate. Tomanageacustomemailtemplateyoualreadycreated,clickTemplatesinthetoolbar, thenCustomemailtemplates.
Figure 197 Templates:CustomEmailTemplates
Table 51 Templates:CustomEmailTemplates
USINGTEMPLATES 207
Table 51 Templates:CustomEmailTemplates
TemplateName
Thisdisplaysthenameyougavetothetemplate.ClickEdittochangethe name.Anidentification(id)numberdisplaysnexttothename,indicating theorderinwhichthetemplateswerecreated. Thisdisplaysthedateyoucreatedthetemplate. Textdisplaysifemailsusingthistemplatearesentinplaintextonly. HTMLdisplaysifemailsusingthistemplatearesentinHTMLonly. HTMLandTextdisplaysifemailsusingthistemplatearesentin multipartform. Note:MultipartemailshavebothanHTMLelementandaplaintext element.Plaintextdisplaysifausersemailclientcannotdisplay HTML.
Created EmailFormat
Active
Atick( )displaysifthetemplateisavailabletobeusedforanewemail campaignorautoresponder. Across( )displaysifthetemplateisnotavailabletobeusedforanew emailcampaignorautoresponder. Atick( )displaysifalluserscanusethetemplate. Across( )displaysifonlytheusersyouallowtomayusethetemplate. ClickViewtoseeafullscreenversionofthetemplate. ClickEdittoupdatethetemplate.Thescreensthatdisplayaresimilar totheCreateaCustomEmailTemplatescreens(seeCreatingand EditingCustomEmailTemplatesonpage207). ClickCopytocreateanewcopyofthetemplate.Thenewtemplate displays,withCopyofappendedtotheoriginalname,andtheid incrementedtothenextavailablenumber. ClickDeletetoremovethetemplatefromInterspireEmailMarketer.
Global Action
CreatingandEditingCustomEmailTemplates
InterspireEmailMarketerallowsyoutocreatecustomemailtemplatesusingthebuiltin editor.Youcanbuildatemplatefromscratch,editanexistingbuiltintemplate,orbase yourtemplateonanHTMLfileyouuploadfromyourcomputeroraremoteURL. Note:Ifyouwanttocreateanewtemplatebasedonacustomtemplateyoucreated previously,usetheTemplates>Customemailtemplatesscreentocopythe template,theneditthenewtemplate.SeeManagingCustomEmailTemplateson page206.
CreatingaCustomEmailTemplate
Takethefollowingstepstocreateacustomemailtemplate: 1 ClickTemplatesinthetoolbarandselectCreateacustomtemplate.
208 USINGTEMPLATES
Figure 198 Templates:CreateaCustomTemplate
2 EnteranewTemplateName. 3 Selectthetypeoftemplateyouwanttocreate. SelectHTMLandTextifyouwantemailsyousendusingthistemplatetobesent withbothHTMLandplaintextelements(multipart).Emailclientsthatcandisplay HTMLmessagesusetheHTMLelement,andclientsthatcannotdisplayHTMLuse theplaintextelement. SelectTextifyouwantemailsyousendusingthistemplatetobesentinplaintext only. SelectHTMLifyouwantemailsyousendusingthistemplatetobesentinHTML only.Ifyouselectthisoption,youremailswillnotdisplayinemailclientsthatcannot displayHTMLmessages. 4 Ifyouwanttobasethisemailtemplateonanexistingtemplate,selectthetemplatein theEmailtemplatelist.Apreviewofthetemplatedisplays. Ifyoudonotwanttobasethisemailtemplateonanexistingtemplate,selectNo templateintheEmailtemplatelist. 5 ClickNext.
USINGTEMPLATES 209
Figure 199 TheTemplateEditor
210 USINGTEMPLATES 6 CustomizetheHTMLtemplateusingtheeditor.SeeUsingtheHTMLEditoronpage 159formoreinformation. 7 Customizethetexttemplateusingtheeditor.SeeUsingtheTextEditoronpage195 formoreinformation. 8 Checkthatyourtemplatedisplayscorrectlyinavarietyofcommonemailclients.Click Viewyouremailindifferentemailprograms.TheEmailValidationscreendisplaysin anewwindow(seeValidatinganEmailonpage197).Whenyouhavefinished,close thewindow. 9 ConfiguretheMiscellaneousoptions. SelectYes,thistemplateisactiveifyouwantthetemplatetobeavailableforuse onceyouhavesavedit.Otherwise,deselectthisoption.Youcanactivatethe templatelater. SelectYes,thistemplateisglobalifyouwantthetemplatetobeavailabletoall users.Ifyouwanttorestrictthetemplatetocertainusers,deselectthisoption.You canconfigureindividualusersprivilegesintheUserAccount>CreateUser>User Permissionsscreen. 10 Finishthetemplate. ClickSavetosavethenewtemplateandremaininthisscreentomakefurther changes. ClickSaveandexittosavethenewtemplateandgototheViewCustom Templatesscreen(seeManagingCustomEmailTemplatesonpage206). ClickCanceltoreturntotheViewCustomTemplatesscreenwithoutsavingthe template.Anychangesyoumadearelost.
EditingaCustomTemplate
Takethefollowingstepstoeditanexistingtemplate: 1 ClickTemplatesinthetoolbarandselectCustomemailtemplates.ClickEditnextto thetemplateyouwanttoedit.TheUpdateTemplatescreendisplays.
Figure 200 CustomEmailTemplates:UpdateTemplate
USINGTEMPLATES 211
ViewingBuiltInEmailTemplates
InterspireEmailMarketerhasawidevarietyofbuiltinemailtemplatesdesignedfor differentuses. Toviewthebuiltintemplates,clickTemplatesinthetoolbarandselectViewbuiltin templates.
Figure 201 ViewBuiltinTemplates
212 USINGTEMPLATES
213
UsingForms
ThischapterdiscusseshowtousetheFormsmenuinthetoolbar.
Figure 202 TheFormsMenu
FormsOverview
FormsallowmembersofthepublictointeractwithInterspireEmailMarketerbysigningup tocontactlists,unsubscribingfromcontactlists,andchangingthedetailsstoredabout them.Contactscanalsoeasilyforwardemailsontotheirfriendsusingaform. Theformsyouusetoallowpeopletosignupto,orunsubscribefrom,contactlistsare hostedonyourownwebsite.TheformsyouaddtoyoursiteontheInternetusescripts tointeractwithInterspireEmailMarketer. Theformsyouusetoallowcontactstochangethedetailsstoredaboutthemon InterspireEmailMarketerortoforwardanemailtoafriendarenothostedonyour website.Instead,youcanaddthemtotheemailsyousend. TheformsyouaddtoyouremailsalsousescriptstointeractwithInterspireEmail Marketer.Therefore,suchformswillworkcorrectlyonlywhentheformisabletoaccess InterspireEmailMarketerovertheInternet,andnotwhencontactsviewtheemails offline.
ViewingandManagingForms
Toviewandmanageyourforms,clickFormsinthetoolbarandthenclickViewwebsite forms.
214 USINGFORMS
Figure 203 ViewingandManagingForms
Table 52 ViewingandManagingForms
Createawebsiteform Clickthistocreateanewform.SeeCreatingandEditingFormsonpage 214. Deleteselected Selectoneormoreformsinthelistandclickthistoremovetheforms fromInterspireEmailMarketer.Theformorformscannotberetrieved. SelectaboxbelongingtoformandclickDeleteselectedtoremovethe formfromInterspireEmailMarketer.Theformcannotberetrieved. Selecttheboxatthetopofthecolumntoselectallform. Formname Created Formtype Thisdisplaysthenameoftheform Thisdisplaysthedateonwhichtheformwascreated. Thisdisplaysthefunctionoftheform(Subscription,Unsubscribe,Modify detailsorSendtoFriend).SeeCreatingandEditingFormsonpage214 formoreinformationonthetypesofformavailable. ClickViewtoseewhattheformlookslikeinanewbrowserwindow. ClickGetHTMLtoseetheformsHTMLcode. Note:ThisfeatureisnotavailableforModifydetailsandSendtofriend forms. ClickEdittochangetheformsconfiguration.SeeCreatingandEditing Formsonpage214forinformationonthescreensthatdisplay. ClickCopytocreateanewcopyoftheform.Thenewformdisplaysin thelist,withCopyofappendedtotheoriginalname. ClickDeletetoremovetheformfromInterspireEmailMarketer.The formcannotberetrieved.
Action
CreatingandEditingForms
YoucancreatevarioustypesofformsinInterspireEmailMarketer: Subscription:letscontactssignupforyouremails.SeeCreatingorEditinga SubscriptionFormonpage215. Unsubscribe:letscontactsunsubscribefromyourlist,andstopreceivingemails.This hasthesameeffectastheunsubscribelinkyoucanaddtoyouremails.SeeCreatingor EditinganUnsubscribeFormonpage215. Modifydetails:letscontactschangetheinformationrecordedabouttheminyour contactlist.SeeCreatingorEditingaModifyDetailsFormonpage216.
CreatingorEditingaSubscriptionForm
Figure 204 ExampleSubscriptionForm
TakethefollowingstepstosetuporeditaSubscriptionwebsiteform.Seethe correspondingsectionsforinformationonhowtocompleteeachstep. 1 ClickFormsinthetoolbar,thenCreateawebsiteform. 2 SelectSubscriptionintheChooseaformtypefield.Configuretheotherbasicform settings(formname,formdesignandformat,CAPTCHAsecurity,andthecontactlist orlistsfortheform).SeeConfiguringBasicFormSettingsonpage217. Note:Theoptionsinsteps3and4areavailableonlywhenyouselectthecorresponding optionsinstep2. 3 Designtheconfirmationpage(apagethatdisplayswhencontactshavefilledintheir details,requiringthattheyclickanotherlinktobeaddedtothelist)andthe confirmationemail(anemailsenttocontactsrequiringthattheyclickalinktobe addedtothelist).SeeDesigningaConfirmationPageandEmailonpage220. 4 Designthethankyoupage(thepagethatdisplaysoncecontactshavebeen successfullyaddedtothelist)andthethankyouemail(anemailsenttocontactsonce theyhavebeensuccessfullyaddedtothelist).SeeDesigningaThankYouPageand Emailonpage222. 5 Designtheerrorpage(apagethatdisplaysifanerroroccursinthesignupprocess). SeeDesigninganErrorPageonpage225. 6 Addtheformtoyourwebsite.SeeAddingaFormtoYourWebsiteonpage226.
CreatingorEditinganUnsubscribeForm
Figure 205 ExampleUnsubscribeForm
TakethefollowingstepstosetuporeditanUnsubscribewebsiteform.Seethe correspondingsectionsforinformationonhowtocompleteeachstep.
216 USINGFORMS 1 ClickFormsinthetoolbar,thenCreateawebsiteform. 2 SelectUnsubscribeintheChooseaformtypefield.Configuretheotherbasicform settings(formname,formdesign,andthecontactlistorlistsfortheform).See ConfiguringBasicFormSettingsonpage217. 3 Designtheconfirmationpage(apagethatdisplayswhencontactshavefilledintheir details,requiringthattheyclickanotherlinktoberemovedfromthelist)andthe confirmationemail(anemailsenttocontactsrequiringthattheyclickalinktobe removedfromthelist).SeeDesigningaConfirmationPageandEmailonpage220. 4 Designthethankyoupage(thepagethatdisplaysoncecontactshavebeen successfullyremovedfromthelist)andthethankyouemail(anemailsenttocontacts oncetheyhavebeensuccessfullyremovedfromthelist).SeeDesigningaThankYou PageandEmailonpage222. 5 Designtheerrorpage(apagethatdisplaysifanerroroccursintheunsubscription process).SeeDesigninganErrorPageonpage225. 6 Addtheformtoyourwebsite.SeeAddingaFormtoYourWebsiteonpage226.
CreatingorEditingaModifyDetailsForm
Figure 206 ExampleModifyDetailsForm
TakethefollowingstepstosetuporeditaModifydetailsform.Seethecorresponding sectionsforinformationonhowtocompleteeachstep. 1 ClickFormsinthetoolbar,thenCreateawebsiteform. 2 SelectModifyDetailsintheChooseaformtypefield.Configuretheotherbasicform settings(formname,formdesignandformat,CAPTCHAsecurity,andthecontactlist orlistsfortheform).SeeConfiguringBasicFormSettingsonpage217. 3 Designthethankyoupage(thepagethatdisplaysoncecontactshavesuccessfully modifiedtheirdetails)andthethankyouemail(anemailsenttocontactsoncethey havebeensuccessfullymodifiedtheirdetails).SeeDesigningaThankYouPageand Emailonpage222. 4 Designtheerrorpage(apagethatdisplaysifanerroroccursinthemodification process).SeeDesigninganErrorPageonpage225. 5 Includealinktotheforminyouremailsorautorespondersusingthecorresponding customfield. Whenyouareeditingatemplate,emailorautoresponder,clicktheCustomfields button.Then,selectModifydetailsforms.Selectthenameoftheformfromthelist thatdisplays. Note:Youcannotaddmodifydetailsformstoyourwebsite.Usethecustomfieldlinkto addthemtoyouremailsinstead.
USINGFORMS 217
CreatingorEditingaSendtoFriendForm
Figure 207 ExampleSendtoFriendForm
TakethefollowingstepstosetuporeditaSendtofriendform.Seethecorresponding sectionsforinformationonhowtocompleteeachstep. 1 ClickFormsinthetoolbar,thenCreateawebsiteform. 2 SelectSendtoFriendintheChooseaformtypefield.Configuretheformdesign.See ConfiguringBasicFormSettingsonpage217. 3 Designthethankyoupage(thepagethatdisplaysoncecontactshavesuccessfully forwardedtheemail).SeeDesigningaThankYouPageandEmailonpage222. 4 Designtheforwardedemailheaders(theHTMLandtextheadersthatdisplayabove theforwardedemail,identifyingthesenderbywhomitwasforwarded).See ConfiguringForwardedEmailHeadersonpage224. 5 Designtheerrorpage(apagethatdisplaysifanerroroccursinthesendingprocess). SeeDesigninganErrorPageonpage225. 6 Includealinktotheforminyouremailsorautorespondersusingthecorresponding customfield. Whenyouareeditingatemplate,emailorautoresponder,clicktheCustomfields button.Then,selectSendtofriendforms.Selectthenameoftheformfromthelist thatdisplays. Note:Youcannotaddsendtofriendformstoyourwebsite.Usethecustomfieldlinktoadd themtoyouremailsinstead.
ConfiguringBasicFormSettings
Usethisscreentoconfigurebasicformsettingssuchasformnameandtype,formdesign, andthecontactlist(orlists)withwhichtheformisassociated. Note:Thefieldsthatdisplayinthisscreendependontheselectionyoumadeintheprevious screen.
218 USINGFORMS
Figure 208 ConfiguringBasicFormSettings
Table 53 ConfiguringBasicFormSettings
Usedoubleoptin Selectthisifyouwanttosendanemailtocontactsinwhichtheymust confirmation clickalinktoconfirmthattheywanttosubscribetothislist. Deselectthisifyoudonotwanttosendsuchanemail. Sendathank youemail Selectthisifyouwanttosendanemailtocontactsoncetheyhave successfullysubscribedtothelist. Deselectthisifyoudonotwanttosendsuchanemail.
USINGFORMS 219
Table 53 ConfiguringBasicFormSettings
Emailnewcontact Selectthisifyouwanttoreceivetheinformationthatacontactentersby detailstoyou email. Deselectthisifyoudonotwanttoreceivesuchemails. Note:Youcanusethisfeaturetoturnawebsiteformintoacontactform; acontactcanuseittosendyouinformationorqueriesdirectly. Usually,acontactwhoisalreadysubscribedtoalistandtriesto subscribeagainisdirectedtotheerrorpage(seeDesigninganError Pageonpage225).However,sinceacontactmaywanttosend informationtoyouonmorethanoneoccasion,contactswho completeaformwiththisfeatureconfigureddirectedtothethank youpage,andnottheerrorpage. Advancedoptions Chooseform design Thiscontrolsthetextandbackgrounddesignoftheform.Selectadesign fromthelist. ClickPreviewthisdesigntoseehowtheformwilllook. Note:Youneedtoconfigureanamefortheform(intheNamethisform field)andselectacontactlistandcustomfields(intheChoose contactlistssection)beforeyoucanpreviewthedesign. Emailcampaign format SelectAllowcontacttochoosetoletcontactswhosignupusingthis formchoosewhethertoreceiveHTMLorplaintextemails. SelectHTMLtosendHTMLemailstocontactswhosignupusingthis form. SelectTexttosendplaintextemailstocontactswhosignupusingthis form. Selectthistoallowcontactstochangetheformatoftheemailsthey receive(fromHTMLtotext,orfromtexttoHTML). Deselectthisifyoudonotwanttoallowcontactstochangetheformatof theemailstheyreceive. Note:ThisfielddisplaysonlywhenyouselectModifydetailsinthe Chooseaformtypefield. UseCAPTCHA formsecurity SelectthisifyouwanttouseaCAPTCHAfieldinyourform.CAPTCHA securitypresentstheuserwithanimageofnumeralsandtext,arrangedin amannerunreadablebymachines.Theusermustenterthenumeralsand textinanearbyfield. UseCAPTCHAifyouwanttopreventautomatedsoftwaresigningupto yourlists,whichcoulddegradeserviceforrealcontactsandmakethe informationinyourcontactlistsunreliable. DeselectthisifyoudonotwanttouseCAPTCHAsecurity. Note:CAPTCHAstandsforCompletelyAutomatedPublicTuringtestto tellComputersandHumansApart.ATuringtest,namedafter mathematicianandcryptographerAlanTuring,isatestintendedto differentiatebetweenanintelligentagent(suchasahuman),andan unintelligentagent(suchasapieceofpreprogrammedsoftware). Ideally,onlyintelligentagentscanpassaTuringtest. Choosecontactlists
Changeformat
220 USINGFORMS
Table 53 ConfiguringBasicFormSettings
Contactlists/ customfields
Selectthecontactlistsyouwanttoassociatewiththisform. IfyouselectedSubscriptionintheChooseaformtypefield,contacts areaddedtothelistorlistsyouselect. IfyouselectedUnsubscribeintheChooseaformtypefield,contacts areremovedfromthelistorlistsyouselect. IfyouselectedModifydetailsintheChooseaformtypefield, contactsfromthelistsyouselectmaymodifytheirdetails. Ifacontactlistisassociatedwithoneormorecustomfields,thefields displaywhenyouselectthelist.Selectthefieldsyouwanttodisplayin thisform. Ifyouchoosemultiplelists,Listoptionsdisplays.Usethistoallowusersto choosethelist(orlists)towhichtheywanttobeadded. Note:Ifacustomfieldismandatory,makesureyouincludeitinyourform.
DesigningaConfirmationPageandEmail
Usethisscreentoconfigureapageinwhichcontactsmustconfirmtheywanttoreceive emails,andanemailinwhichcontactsmustclickalinktoconfirmtheywanttoreceive emails. Note:Thefieldsthatdisplayinthisscreendependonthetypeofformyouarecreating.Not allfieldsdisplayforallformtypes.
USINGFORMS 221
Figure 209 DesigningaConfirmationPageandEmail
222 USINGFORMS
Table 54 DesigningaConfirmationPageandEmail
Formdisplayoptions Letmecustomize SelectthisoptiontodesigntheconfirmationpageintheWYSIWYGeditor whatthepage thatdisplays.SeeUsingtheHTMLEditoronpage159forinformation. lookslike Takethe subscribertoan existingwebsite address Sendfromthis name SelectthisoptiontoredirecttheusertoanotherpageontheInternet. EnterthepagesfullURLinthefieldthatdisplays(forexample,http:// www.someite.com/somepage.html)
Confirmationemailoptions Thisisthenameofthepersonfromwhichtheconfirmationemailwillbe sent. Thisdisplaysthedefaultfromnameforthecontactlistyouselected.If youwanttochangethisname,enterthenewnameinthisfield. Thisistheemailaddressfromwhichtheconfirmationemailwillbesent. Thisdisplaysthedefaultfromemailaccountforthecontactlistyou selected.Ifyouwanttouseadifferentemailaccount,enterthenew addressinthisfield. Thisisthenameofthepersonfromwhichtheconfirmationemailwillbe sent.Ifacontactrepliestoyourconfirmationemail,thisistheaddressto whichthereplyissent. Thisdisplaysthedefaultreplyemailaddressforthiscontactlist.Ifyou wanttouseadifferentaddress,enterthenewaddressinthisfield. Thisistheaddresstowhichundeliverableemailsaresent. Thisdisplaysthedefaultbouncedemailaddressforthiscontactlist.Ifyou wanttouseadifferentaddressforhandlingbouncedemails,enterthe newaddressinthisfield. Enterthesubjectlinefortheconfirmationemail. DesigntheHTMLversionoftheconfirmationemailinthissection.See UsingtheHTMLEditoronpage159forinformation. Designtheplaintextversionoftheconfirmationemailinthissection.See UsingtheTextEditoronpage195forinformation. Clickthistoproceedtothenextscreen.Thenextscreendependsonthe optionyouselectedintheConfiguringbasicformsettingsscreen. ClickthistoreturntotheViewwebsiteformsscreen.
Sendfromthis emailaddress
Sendreplyemails to
Sendbounced emailto
DesigningaThankYouPageandEmail
Usethisscreentoconfigureapageinformingcontactsthatthesubscription(or unsubscription,modification,orforwarding)processiscomplete,andanemailinwhichthe sameinformationisconveyed. Note:Thefieldsthatdisplayinthisscreendependonthetypeofformyouarecreating.Not allfieldsdisplayforallformtypes.
USINGFORMS 223
Figure 210 DesigningaThankYouPageandEmail
Thankyoupageoptions Letmecustomize SelectthisoptiontodesignthethankyoupageintheWYSIWYGeditor whatthepage thatdisplays.SeeUsingtheHTMLEditoronpage159forinformation. lookslike Takethe subscribertoan existingwebsite address Thanksemailoptions Sendfromthis name Thisisthenameofthepersonfromwhichthethankyouemailwillbe sent. Thisdisplaysthedefaultfromnameforthecontactlistyouselected.If youwanttochangethisname,enterthenewnameinthisfield. Thisistheemailaddressfromwhichthethankyouemailwillbesent. Thisdisplaysthedefaultfromemailaccountforthecontactlistyou selected.Ifyouwanttouseadifferentemailaccount,enterthenew addressinthisfield. Thisisthenameofthepersonfromwhichthethankyouemailwillbe sent.Ifacontactrepliestoyourthankyouemail,thisistheaddressto whichthereplyissent. Thisdisplaysthedefaultreplyemailaddressforthiscontactlist.Ifyou wanttouseadifferentaddress,enterthenewaddressinthisfield. Thisistheaddresstowhichundeliverableemailsaresent. Thisdisplaysthedefaultbouncedemailaddressforthiscontactlist.Ifyou wanttouseadifferentaddressforhandlingbouncedemails,enterthe newaddressinthisfield. Enterthesubjectlineforthethankyouemail. DesigntheHTMLversionofthethankyouemailinthissection.SeeUsing theHTMLEditoronpage159forinformation. Designtheplaintextversionofthethankyouemailinthissection.See UsingtheTextEditoronpage195forinformation. Clickthistoproceedtothenextscreen.Thenextscreendependsonthe optionyouselectedintheConfiguringbasicformsettingsscreen. ClickthistoreturntotheViewwebsiteformsscreen. SelectthisoptiontoredirecttheusertoanotherpageontheInternet. EnterthepagesfullURLinthefieldthatdisplays(forexample,http:// www.someite.com/somepage.html)
Sendfromthis emailaddress
Sendreplyemails to
Sendbounced emailto
ConfiguringForwardedEmailHeaders
WhenyouselectSendtofriendintheConfiguringbasicformsettingsscreen,usethis screentoconfiguretheheadingsthatdisplayabovetheforwardedHTMLandtextemails, identifyingthesenderbywhomitwasforwarded. Note:ThissectiondisplaysbeneaththeThankyoupageoptions.SeeDesigningaThank YouPageandEmailonpage222.
USINGFORMS 225
Figure 211 DesigningForwardedEmailHeaders
Table 56 DesigningForwardedEmailHeaders
Emailheader (HTML)
Emailheader (text)
Next Cancel
DesigninganErrorPage
Usethisscreentoconfigureapagethatdisplaysifthereisanerrorinthesubscription(or unsubscription,modification,orforwarding)process.
226 USINGFORMS
Figure 212 DesigninganErrorPage
Table 57 DesigninganErrorPage
Letmecustomize SelectthisoptiontodesigntheerrorpageintheWYSIWYGeditorthat whatthepage displays.SeeUsingtheHTMLEditoronpage159forinformation. lookslike Takethe subscribertoan existingwebsite address Save Cancel SelectthisoptiontoredirecttheusertoanotherpageontheInternet. EnterthepagesfullURLinthefieldthatdisplays(forexample,http:// www.someite.com/somepage.html) ClickthistosavethechangestoyourformandcontinuetotheAddthe formtoyourwebsitescreen. ClickthistoreturntotheViewwebsiteformsscreen.
AddingaFormtoYourWebsite
Takethefollowingstepstoaddaformyoualreadycreatedtoyourwebsite. 1 Inyourwebdevelopmentapplication(forexample,AdobeDreamweaver),openthe webpageintowhichyouwanttoaddtheform. 2 InInterspireEmailMarketer,gototheAddtheformtoyourwebsitescreen.This screendisplaysaftertheDesigninganerrorpagescreen.Eithercreateanewform,or editandexistingformandclickNextuntilyoureachthispage.
USINGFORMS 227
Figure 213 AddingaFormtoYourWebsite
228 USINGFORMS
Figure 214 PasteHTMLintoWebDevelopmentApplication
7 WithaccesstotheInternet,testtheform: Makesurethatyouareabletosignuptothelist(andthatthecorrectconfirmation orthankyouscreendisplays)byenteringtherequiredinformation,usinganemail addresstowhichyouhaveaccess.Ifyouchosedoubleoptinconfirmation,testthat thelinkintheemailyoureceiveworkscorrectly. Whenyouattempttosignuptothelist,butdonotincludearequiredfield,a warningshoulddisplay.Makesurethatrequiredfieldsareactuallyrequiredby attemptingtosignupwithoutenteringoneoftherequiredfields.Repeatthetestfor allrequiredfields. Forceanerror(byenteringanincorrectCAPTCHAsecuritycode,forexample)to ensurethattheerrorpagedisplayscorrectly. 8 Whenyouarehappywiththeformsappearanceandoperation,uploadthepageto yourwebsite.
230 USINGFORMS
231
ConfiguringUserAccounts
ThischapterdiscusseshowtousetheUserAccountslinkinthetoolbar.
Figure 217 TheUserAccountsLink
UserAccountOverview
InterspireEmailMarketerallowsyoutosetupandmanageunlimiteduseraccounts.Use differentuseraccountstocontrolwhatdifferentusersofInterspireEmailMarketermayand maynotdo. Youmaywanttodothisifonlycertainemployeesshouldhaveaccesstoemaillists,while otheremployeesneedtodesigntemplatesorcampaigns,orifyouareprovidingInterspire EmailMarketerasaservicetoclientswhomusthaveaccesstoonlycertainareasofthe application.
UserPrivileges
Youcanassigndifferentprivilegelevelsandsettingstoindividualusers.Theseinclude: Whetherusersmayedittheirownsettings. Whetherusersshouldseemarketingtips. Whetherusersmayedittemplates. Howmanycontactlistsusersmaycreate,andhowmanyemailstheymaysend. Whetherusersmaycreate,edit,ordeletethefollowing:autoresponders,forms,lists, segments,customfields,campaigns,contacts,andtemplates. Whatkindsofstatisticsusersmayview. Whetherusersmayadministerandmodifysettings,lists,templatesorusers. WhetherusersmaymodifytheirSMTP(SimpleMailTransferProtocol)settings,oruse thesmtp.comserver. WhetherusershaveaccesstotheXMLAPI(eXtensibleMarkupProtocolApplication ProgrammingInterface). Whichcontactlists,segments,andtemplatestheusermayaccess. TheusersGoogleCalendarlogindetails. UserswhomaymakechangestotheirSMTPsettingscandosousingtheUseraccounts> EmailSettingsscreen.
232 CONFIGURINGUSERACCOUNTS
ManagingUserAccounts
Usethefollowingsectionstocreate,manageanddeleteyouruseraccounts: CreatingandEditingUserAccountsonpage232 DeletingUserAccountsonpage232 ConfiguringUserSettingsonpage233 ConfiguringUserRestrictionsonpage235 ConfiguringUserPermissionsonpage236 ConfiguringEmailSettingsonpage240 ConfiguringGoogleCalendarSettingsonpage241
CreatingandEditingUserAccounts
Takethefollowingstepstocreateauseraccount: 1 ClickUseraccountsinthetoolbar.
Figure 218 UserAccounts
2 Tocreateanewaccount,clickCreateauseraccount. Toeditanexistinguseraccount,clicktheuseraccountsEditicon. 3 TheCreateuserorEdituserscreendisplaysattheUserSettingstab.Configurethe settingsinthisscreen(seeConfiguringUserSettingsonpage233). 4 WhenyouhavefinishedconfiguringtheUsersettingsscreen,clicktheUser restrictionstab(seeConfiguringUserRestrictionsonpage235). 5 WhenyouhavefinishedconfiguringtheUserrestrictionsscreen,clicktheUser permissionstab(seeConfiguringUserPermissionsonpage236). 6 WhenyouhavefinishedconfiguringtheUserpermissionsscreen,clicktheEmail settingstab(seeConfiguringEmailSettingsonpage240). 7 Whenyouhaveconfiguredthenewuseraccount,clickSavetofinishsettingupthe account.Alternatively,clickCanceltoreturntotheUseraccountsscreenwithout savingyourchanges.
DeletingUserAccounts
TakethefollowingstepstoremoveauseraccountfromInterspireEmailMarketer. 1 ClickUseraccountsinthetoolbar.
CONFIGURINGUSERACCOUNTS 233
Figure 219 DeleteaUserAccount
ConfiguringUserSettings
TheUsersettingscreenallowsyoutocontrolauseraccountspersonaldetails(username, password,emailaddress,timezone,etc.),andadministrativesettingssuchas: WhetherafooterisaddedtoHTMLandtextemails. Whethertheaccountisactive,andmaybeusedtosendemails. Whethertheusermayeditaccountsettings. Whethertheuserseesemailmarketingtips. WhethertheusermayusetheHTMLeditor(anduseittoproduceXHTMLoutput). ClickUseraccountsinthetoolbar,thenclicktheUsersettingstab.
234 CONFIGURINGUSERACCOUNTS
Figure 220 UserSettings
Table 58 UserSettings
Enterthenameyouwanttogivetothisuseraccount(required). Enterthepasswordforthisuseraccount(required). ReenterthePassword(required). Entertheusersfullname. Entertheusersemailaddress(required).Iftheuserrequeststheaccount password,itissenttothisaddress. Selectthetimezoneinwhichtheuserislocated(required).Timerelated reportsandstatisticsviewedbytheviewerareconvertedtothistimezone automatically. ThisisthefooterthatdisplaysatthebottomofHTMLemailssentbythis user.IfyoudonotwanttoaddafootertoHTMLemails,leavethisfield blank. Thisisthefooterthatdisplaysatthebottomoftextemailssentbythis user.Ifyoudonotwanttoaddafootertotextemails,leavethisfield blank. Enterthetypesofeventthatdisplaybydefaultwhenthisusermanually createsacontacteventlogentry. Note:Thisfeaturedoesnotlimittheeventtypesthattheusercanenter foracontacteventlogentry;theusercanalsoenteradditionalevent types.
HTMLfooter
Textfooter
Events
CONFIGURINGUSERACCOUNTS 235
Table 58 UserSettings
Active Editownsettings
Showinfotips
Ifyoudonotwanttheuserofthisaccounttoseemarketingtips,deselect thisoption. UsetheWYSIWYG editor SelectthisiftheusermayusetheHTMLWYSIWYG(WhatYouSeeIs WhatYouGet)editorintheEmailcampaigns>Createanemailcampaign screens(andtheTemplates>CreateacustomtemplateandTemplates >Customemailtemplates>Editcustomtemplatescreens,iftheuseris permittedtomodifytemplates). Selectthisifyouwanttheusertoseealistofrecentlyvisitedpagesatthe topofeachscreen.Theusercanthenclickalinktojumpbacktothe relevantpage.
Recentactivitylog
ConfiguringUserRestrictions
UsetheUserrestrictionsscreentoconfigurethenumberofcontactlistsusersmaycreate, andthenumberofemailsusersmaysend. ClickUseraccountsinthetoolbar,thenclicktheUserrestrictionstab.
Figure 222 User Restrictions
Table 59 CreateUser:UserRestrictions
Numberofcontact lists
SelectUnlimitedcontactlistsifusersofthisaccountmaycreateasmany contactlistsastheyrequire. Ifyouwanttolimitthenumberofcontactlistsusersofthisaccountcan create,deselectthisoption.AMaximumnumberofcontactlistsfield displays.Enterthelimityouwanttoplaceoncontactlistsforthisaccount. SelectUnlimitedemailsperhourifusersofthisaccountmaysendas manyemailsastheyrequireineachhour. Ifyouwanttolimitthenumberofemailsusersofthisaccountcansendin eachhour,deselectthisoption.AMaximumnumberofemailsperhour fielddisplays.Enterthelimityouwanttoplaceonemailsperhourforthis account.
Emailsperhour
236 CONFIGURINGUSERACCOUNTS
Table 59 CreateUser:UserRestrictions
Emailspermonth
SelectUnlimitedemailspermonthifusersofthisaccountmaysendas manyemailsastheyrequireineachcalendarmonth. Ifyouwanttolimitthenumberofemailsusersofthisaccountcansendin eachcalendarmonth,deselectthisoption.AMaximumnumberofemails permonthfielddisplays.Enterthelimityouwanttoplaceonemailsper calendarmonthforthisaccount. SelectUnlimitedemailsifusersofthisaccountmaysendasmanyemails astheyrequire. Ifyouwanttolimitthenumberofemailsusersofthisaccountcansend, deselectthisoption.ATotalmaximumnumberofemailsfielddisplays. Enterthelimityouwanttoplaceonemailsforthisaccount.Ifyouselect thisoption,thenumberyouenterinthisfielddecreasesastheuserofthe accountsendsemails.Forexample,ifyouenter1000inthisfield,and theusersubsequentlysendsfiftyemails,thenexttimeyouviewthispage thefieldwillread950.
Totalnumberof emails.
ConfiguringUserPermissions
UsetheUserpermissionsscreentoconfiguresettingsspecifyingtheInterspireEmail Marketerfeaturesusersmayaccess,andtheirlevelofaccess.Youcancustomizeeach settingmanually,orselectfromanumberofpresetadministrativelevels. ClickUseraccountsinthetoolbar,thenclicktheUserpermissionstab.
CONFIGURINGUSERACCOUNTS 237
Figure 223 Create User: User Permissions
238 CONFIGURINGUSERACCOUNTS
Table 60 CreateUser:UserPermissions
Administratortype
Specifythetypeofuserforthisaccount.Eitherselectanoptionfromthe dropdownlist,orselectCustomandselecttheoptionsintherestofthis screenmanually. SelectSystemadministratortogivetheuseraccesstoallaspectsof InterspireEmailMarketer(excepttheXMLAPI). SelectListadministratortogivetheuseraccesstothefeatureslisted intheListpermissionssectionofthisscreen,Contactliststatisticsin theStatisticspermissionssection,andtheListadministratoroption oftheAdministratorpermissionssection. SelectEmailcampaignadministratortogivetheuseraccesstothe featureslistedintheEmailcampaignpermissionssectionofthis screen,andViewEmailCampaignStatisticsintheStatistics permissionssection. SelectTemplateadministratortogivetheuseraccesstothefeatures listedintheTemplatepermissionssectionofthisscreen,andthe TemplateadministratoroptionoftheAdministratorpermissions section. SelectUseradministratortogivetheuseraccesstoUseraccount statisticsintheStatisticspermissionsection,Useradministratorin theAdministratorpermissionssection,andUserSMTPSettingsand ShowSMTP.comoptionintheOtherPermissionssection. featureslistedintheTemplatepermissionssectionofthisscreen,and theTemplateadministratoroptionoftheAdministratorpermissions section.
Segmentpermissions Selecttheactionsauserofthisaccountmaytakerelatedtocontactlist segments.Segmentsaregroupsofcontactsinalistthatsharecertain features(suchasallcontactswhoseaddressesendin.com,forexample. Customfield permissions Emailcampaign permissions Triggerspermissions Contactpermissions Selecttheactionsauserofthisaccountmaytakerelatedtocustomfields. Selecttheactionsauserofthisaccountmaytakerelatedtoemail campaigns. Selecttheactionsauserofthisaccountmaytakerelatedtoevent triggers. Selecttheactionsauserofthisaccountmaytakerelatedtocontactsin yourcontactlistsandsuppressionemaillists(listsofemailaddressesthat remaininthecontactlistbutdonotreceiveemails).
CONFIGURINGUSERACCOUNTS 239
Table 60 CreateUser:UserPermissions(continued)
Administrator permissions
Ifyouwanttoassignotherpermissionstousersofthisaccount,selectthe appropriateoptionoroptions. SelectSystemadministratortoallowusersofthisaccounttoaccess thesettingspage,andalllistsandusers. SelectUseradministratortoallowusersofthisaccountnoadditional access. SelectListadministratortoallowusersofthisaccounttoaccessand editallcontactlistsforallusers. SelectTemplateadministratortoallowusersofthisaccounttoaccess andeditalltemplatesforallusers. SelectUserSMTPsettingstoallowusersofthisaccounttoedittheirown SMTP(SimpleMailTransferProtocol)settings. SelectShowSMTP.comoptiontoallowusersofthisaccounttohavethe optiontosendtheiremailsusingsmtp.comsservice. SelectthistoallowusersofthisaccounttousetheInterspireEmail MarketersXMLAPI(eXtensibleMarkupProtocolApplication ProgrammingInterface). Thissectioncontainsaccesspermissionsthatrelatetotheaddonmodules currentlyinstalledandenabledinInterspireEmailMarketer(see ManagingAddonSettingsonpage256).Selecttheactionsthatauserof thisaccountmayperform. Thissectioncontrolsthecontactliststhatusersofthisaccountmayuse. SelectAllcontactliststoallowusersofthisaccounttouseeverycontact liststoredinInterspireEmailMarketer. SelectUsersownlistsplusthefollowingliststoallowtheusertoaccess contactlistsconfiguredintheusersaccount,plustheotherliststhat displaybelow(ifothercontactlistsarealreadyconfigured). Note:Theotherpermissionsinthisscreenalsoaffectthissection.For example,usersofanaccountwhichhasEditcontactliststurnedoff intheListpermissionssectionwillnotbeabletoviewsegmentsfor otheraccounts,eveniftheyarepermittedtointhissection.
Otherpermissions
EnabletheXMLAPI
Addonpermissions
Contactlists
240 CONFIGURINGUSERACCOUNTS
Table 60 CreateUser:UserPermissions(continued)
Segmentlist
Thissectioncontrolsthetemplatesthatusersofthisaccountmayuse. SelectAlltemplatestoallowusersofthisaccounttouseeverytemplate storedinInterspireEmailMarketer. SelectUsersowntemplatesplusthefollowingtoallowtheuserto accesstemplatesconfiguredintheusersaccount,plusthecustom templatesthatdisplaybelow(ifcustomtemplatesalreadyexist). Note:Theotherpermissionsinthisscreenalsoaffectthissection.For example,usersofanaccountwhichhasViewsegmentsturnedoff intheSegmentPermissionssectionwillnotbeabletoview segmentsforotheraccounts,eveniftheyarepermittedtointhis section.
Templates
Thissectioncontrolsthecontactlistsegmentsthatusersofthisaccount mayuse. SelectAllsegmentstoallowusersofthisaccounttouseeverycontactlist segmentstoredinInterspireEmailMarketer. SelectUsersownsegmentsplusthefollowingliststoallowtheuserto accesscontactlistsegmentsconfiguredintheusersaccount,plusthe otherliststhatdisplaybelow(ifothercontactlistsarealreadyconfigured). Note:Theotherpermissionsinthisscreenalsoaffectthissection.For example,usersofanaccountwhichhasEdittemplatesturnedoffin theTemplatePermissionssectionwillnotbeabletoedittemplates forotheraccounts,eveniftheyarepermittedtointhissection.
ConfiguringEmailSettings
UsetheEmailsettingsscreentoconfigureeachuseraccountsSMTP(SimpleMailTransfer Protocol)settings.Takethefollowingsteps: 1 ClickUseraccountsinthetoolbar,thenclicktheEmailsettingstab.
Figure 224 Create User: Email Settings
CONFIGURINGUSERACCOUNTS 241
Figure 225 UserAccount:SMTPServerDetails
SpecifytheSMTPhostname(required). IfyourSMTPserverrequiresausernameandpasswordforauthentication,enter theminthefieldsSMTPusernameandSMTPpasswordfields. IfyourSMTPserverusesanonstandardportnumber,enteritintheSMTPportfield (thestandardSMTPportnumberis25). ToensurethattheSMTPsettingsarefunctioningcorrectly,enteranemailaddressin theTestSMTPsettingsfieldandclickTestSMTPsettingstosendanemailtothe specifiedaddress. Ifyouwantusersofthisaccounttousesmtp.comsservertosendemail,clickSign upforanSMTP.comaccount.Thefollowingscreendisplays.
Figure 226 UserAccount:SignupForsmtp.comService
ConfiguringGoogleCalendarSettings
UsetheGoogleCalendarsettingsscreentoconfigureeachusersGoogleCalendaraccount settings.Takethefollowingsteps: 1 ClickUseraccountsinthetoolbar,thenclicktheGooglecalendarsettingstab.
242 CONFIGURINGUSERACCOUNTS
Figure 227 Create User: Google Calendar Settings
243
UsingInterspireEmailMarketer Settings
ThischapterdiscusseshowtousetheSettingslinkinthetoolbar.
Figure 228 TheSettingsLink
InterspireEmailMarketerSettingsOverview
UsetheSettingsscreentocontrol: Toplevelapplicationsettings(seeManagingApplicationSettingsonpage243). Globalemailsettings(seeManagingEmailSettingsonpage245). Cronjobs(seeManagingCronJobsonpage250). Loginsecuritysettings(seeManagingSecuritySettingsonpage255). Addonsettings(seeManagingAddonSettingsonpage256).
ManagingApplicationSettings
UseApplicationsettingsscreentoviewandmanagetoplevelapplicationsettingsuchas: InterspireEmailMarketersURL. Yourcontactemailaddress(forforgottenpasswordrequestsfromusers). IPaddresstracking. InterspireEmailMarketerssystemmessage(usethistoinformusersaboutscheduled maintenance,andsoon). InformationaboutInterspireEmailMarketersdatabase(suchaslogindetails,location, typeandversion). Licensekeyinformation. Youcanalsotesttheemailsendingsystem. Takethefollowingstepstoconfigureapplicationsettings: 1 ClickSettingsinthetoolbar.TheApplicationsettingstabdisplaysbydefault. Configureyoursettings.
244 USINGINTERSPIREEMAILMARKETERSETTINGS
Figure 229 Settings:ApplicationSettings
Table 61 Settings:ApplicationSettings
MiscellaneousSettings ApplicationURL ContactEmail Address IPAddress Tracking SystemMessage EnterInterspireEmailMarketersfullURL(UniformResourceLocator),for examplehttp://www.somedomain.com/somefolder/. Entertheemailaddresstowhichusersforgottenpasswordrequests shouldbesent. SelectthistologtheIPaddressusedwhenacontactsubscribestoor unsubscribesfromalist. DeselectthisifyoudonotwanttologIPaddresses. Ifyouwantamessagetodisplaytoyouruserswhentheyloginto InterspireEmailMarketer,enterthemessagehere.Themessagedisplays beneaththeusagegraphintheHomescreen. ThisdisplaysthetypeofdatabaseInterspireEmailMarketerisusing.See theDatabaseversionfieldforthedatabaseapplicationsversiondetails. Entertheusernameyouusetologintothedatabase. Ifyourdatabaserequiresapasswordforlogin,enterithere. EnterthehostnameorIPaddressofthedatabaseInterspireEmail Marketeruses. EnterthenameofthedatabaseInterspireEmailMarketeruses. Entertexttoaffixtotables.Usethisifyourdatabaseincludesmultiple tables.
USINGINTERSPIREEMAILMARKETERSETTINGS 245
Table 61 Settings:ApplicationSettings
DatabaseVersion
LicenseKeyDetails LicenseKey EnterthelicensekeyyouweregivenwhenyoupurchasedInterspireEmail Marketer. Note:Ifyouarenotsurewhattoenterhere,contactyourvendor. TestSending TestSending System Enteranemailaddress(towhichyouhaveaccess)inthisfieldandclick Sendtotesttheemailsendingsystem.Iftheemailarrivesintheaddresss inbox,thesendingsystemisworkingcorrectly. Note:ConfigureglobalemailserversettingsintheEmailsettingstabs Mailserverdetailssection.
2 ClickSavetosaveyourchanges.Alternatively,clickCanceltoreturntotheHome screenwithoutsavinganychanges.
ManagingEmailSettings
UsetheEmailsettingsscreentoviewandmanageglobalemailsettingsrelatingto: Emailsize,rateandnumber. Resendattempts. Themaximumsizeofimagesusersmayuploadanduseincampaigns. Emailfooters. Unsubscribelinks. Attachments. Embeddedimages. Testmode(whenintestmode,noemailsaresenttocontacts). Mailserverdetails. Defaultbouncedemailsettings. Note:Thefieldsinthisscreencontrolglobalsettings.Toconfigureuserspecificemail settings,usetheUseraccounts>Emailsettingsscreen(seeConfiguringEmail Settingsonpage240). Takethefollowingstepstoconfigureglobalemailsettings: 1 ClickSettingsinthetoolbar,thenclickEmailsettings.Configureyoursettings.
246 USINGINTERSPIREEMAILMARKETERSETTINGS
Figure 230 Settings:EmailSettings
Table 62 Settings:EmailSettings
USINGINTERSPIREEMAILMARKETERSETTINGS 247
Table 62 Settings:EmailSettings
EmailSize Maximum
MaxHourlyRate
MonthlyLeeway Allowance
MaximumResend EnterthenumberoftimesInterspireEmailMarketerallowsuserstore Attempts sendemailcampaigns. MaximumImage Width Usethis,inconjunctionwiththeMaximumimageheightfield,tolimit thesizeofimagesusersmayuploadtotheInterspireEmailMarketer server. Enterthemaximumimagewidth(xaxis)inpixels. Usethis,inconjunctionwiththeMaximumimagewidthfield,tolimitthe sizeofimagesusersmayuploadtotheInterspireEmailMarketerserver. Enterthemaximumimageheight(yaxis)inpixels. IfyouwanttoaddinformationtoeveryHTMLemail,enterthe informationhere. Note:IfyoualsosetauserspecificHTMLfooter(seeConfiguringUser Settingsonpage233),theglobalfooterdisplaysaftertheuser specificfooter. GlobalTextFooter Ifyouwanttoaddinformationtoeveryplaintextemail,enterthe informationhere. Note:Ifyoualsosetauserspecifictextfooter(seeConfiguringUser Settingsonpage233),theglobalfooterdisplaysaftertheuser specificfooter. ForceUnsubscribe Selectthistoensurethatallemailsandautoresponderssentbyusers Link includeanunsubscribelink(the%%unsubscribelink%%variable). Deselectthistoallowuserstosendemailsandautoresponderswithout unsubscribelinks. Allow Attachments AllowEmbedded Images Selectthistoallowuserstoattachfilestotheiremailsand autoresponders. Deselectthistoforbidusersfromattachingfiles. Selectthistoallowuserstoembedimagesintheiremailsand autoresponders. Deselectthistoforbidusersfromembeddingimages.
248 USINGINTERSPIREEMAILMARKETERSETTINGS
Table 62 Settings:EmailSettings
SendinTestMode Selectthistoactivatetestmode.Intestmode,emailsarenotsent.This allowsuserstotestInterspireEmailMarketerwithoutthedangerof sendingemailstocontactlists. Deselectthistodeactivatetestmode. MailServerDetails UseSMTPServer UsethefieldsinthissectiontoconfigureglobalSMTPsettings. SelectUsemydefaultmailsettingstousethedefaultsettings configuredonInterspireEmailMarketersserver. SelectLetmespecifymyownSMTPserverdetailsifyouhave anotherSMTPserveryouwanttouse. SelectSignupforansmtp.comaccountifyouwanttouse smtp.comsservicesforsendingmail. SeeManagingGlobalSMTPSettingsonpage249formoredetails.
DefaultBounceDetails
USINGINTERSPIREEMAILMARKETERSETTINGS 249
Table 62 Settings:EmailSettings
DefaultBounce Details
Selectthistospecifytheglobaldefaultmethodforhandlingbounced emails. Note:Bouncedemailsareemailsthatcouldnotbedeliveredtothe intendedrecipient. Thefollowingfieldsappearwhenyouselectthisoption. DefaultBounceAddress:entertheemailaddresstowhichbounced emailsshouldbesentbydefault. DefaultBounceServer:enterthenameoftheserveryouwanttousefor handlingbouncedemailsbydefault. Note:Ifyourserverusesanonstandardport,entertheportnumberafter thehostnameintheformathostname:port. DefaultBounceUsername:entertheusernamefortheDefaultbounce server. DefaultBouncePassword:enterthepasswordassociatedwiththe Defaultbounceusername. IMAPEmailAccount:selectthisiftheaccountontheDefaultbounce serverisanIMAP(InternetMessageAccessProtocol)account. DeselectthisiftheaccountontheDefaultbounceserverisaPOP3(Post OfficeProtocolversion3)account. UseExtraMailSettings:selectthisifyouneedtoconfiguretheDefault bounceserveraccountfurther.Thefollowingfieldsdisplay: Donotvalidatecertificate:selectthisifyoudonotwanttovalidate theserversSSL(SecureSocketsLayer)certificate. Usethisifyourserverusesaselfsignedcertificate.Ifyouarenotsure whetheryourserverusesaselfsignedcertificate,donotselectthis. DonotuseTLS:selectthisifyoudonotwanttouseTLS(Transport LayerSecurity)toconnecttotheserver.Ifyouarenotsurewhether youwanttouseTLS,donotselectthis. DonotuseSSL:selectthisifyoudonotwanttouseSSL(Secure SocketsLayer)toconnecttotheserver.Ifyouarenotsurewhether youwanttouseSSL,donotselectthis. Others:enteranyotheroptionsrequiredtoconnecttotheserver. AgreetoDeleteEmails:selectthisifyouwanttodeleteemailsfromthe serveronceyouhavereadthem.Ifyoudidnotsaveanemailonyour computer,youwillnotbeabletorereadtheemail. TestBounceSettings:clickthistotestthebounceemailaccountby sendingatestemail.
2 ClickSavetosaveyourchanges.Alternatively,clickCanceltoreturntotheHome screenwithoutsavinganychanges.
ManagingGlobalSMTPSettings
TakethefollowingstepstoconfigureglobalSMTPsettings: 1 ClickSettingsinthetoolbar,thenclicktheEmailsettingstab. 2 SetupthisglobalemailserversettingsintheMailServerDetailssection:
SpecifytheSMTPhostname(required). IfyourSMTPserverrequiresausernameandpasswordforauthentication,enter themintheSMTPusernameandSMTPpasswordfields. IfyourSMTPserverusesanonstandardportnumber,enteritintheSMTPportfield (thestandardSMTPportnumberis25). ToensurethattheSMTPsettingsarefunctioningcorrectly,enteranemailaddressin theTestSMTPsettingsfieldandclickTestSMTPsettingstosendanemailtothe specifiedaddress. Ifyouwanttousesmtp.comsservertosendemail,clickSignupforanSMTP.com account.Thefollowingscreendisplays.
Figure 232 EmailSettings:SignupForsmtp.comService
ManagingCronJobs
Cronjobsareoperationsthatrunonyourserveratprescheduledtimes(cronisan abbreviationofchronograph).Cronreliesoncrontabs;configurationfilesthatmanage cronjobs. Cronjobscaninvokestandardcommandlinecommands,orcallscripts.
USINGINTERSPIREEMAILMARKETERSETTINGS 251 Note:Inordertoprocesscronjobs,yourservermustberunningcron.Contactyourservice providerforinformation. InterspireEmailMarketerusescronjobstoautomaticallysendprescheduledemail campaignsatspecifiedtimes,andtoprocessautorespondersandbouncedemailsat specifiedintervals. Note:ScheduleemailcampaignsintheEmailcampaigns>Sendemailcampaignscreens. Tosetupcronjobs,youneedto: ConfigurecronsettingsinInterspireEmailMarketer(seepage251). Configureyourserverscrontabfiletorunthecronjob(seepage252).
ConfiguringCronJobsinInterspireEmailMarketer
TakethefollowingstepstoconfigurecronjobsinInterspireEmailMarketer. 1 ClickSettingsinthetoolbar.Then,clicktheCronjobstab.
Figure 233 Settings:CronJobs
252 USINGINTERSPIREEMAILMARKETERSETTINGS Bounceprocessing:thiscontrolsemailsthatcouldnotbedeliveredtotheir recipients. Scheduledsending:thiscontrolssendingprescheduledemailcampaigns. Triggerssending:thiscontrolssendingemailcampaignsinitiatedbyatriggerevent. Triggersprocessing:thiscontrolsperformingallactions(includingadministrative actions)specifiedintriggers. Splittestcampaigns:thiscontrolsperformingsplittestingoftwoormoreemail campaigns. Ifyouwanttostopacronjob,selectDisableinitsRuneverylist. TheLastrunfieldsdisplaythetimeatwhichthejobwaslastperformed.TheNextrun fielddisplaysthetimeatwhichthejobisnextscheduledtorun. 4 ClickSavetosaveyourchangesinthisscreen.Alternatively,clickCanceltoreturnto theHomescreenwithoutsavingyourchanges.
ConfiguringCronSupportonYourServer
Takethefollowingstepstoconfigurecronsupportonyourserver: 1 ClickSettingsinInterspireEmailMarketerstoolbar.Then,clicktheCronjobstab(see Figure233onpage251). 2 CopythecommandintheCroncommandtorunfield.Thisisthepathtothebatch scriptthatrunsInterspireEmailMarketerscronjobs. 3 NotethemostfrequententryintheRuneverycolumn.Youwillneedtoconfigurethe cronjobtorunonyourserveratleastasoftenasthis. 4 Logintoyourserverandconfigurethecrontabfiletorunthecommandyoucopied fromInterspireEmailMarketersCroncommandtorunfield. Forinformationonconfiguringyourserverscrontabviacommandlinecommands, seepage252. Forinformationonconfiguringyourserverscrontabviaagraphicalinterfacesuchas cPanel,seepage253.
ConfiguringCronViaCommands
Tosetupcronviacommandlineinterface,telnettoyourserver,oruseitscontrolpanel commandlineinterface.Entertheeditcrontabcommand:
crontab -e
Next,configurethecronjob.EnterthecommandyoucopiedfromInterspireEmail MarketersCroncommandtorunfield,precededbyfiveasterisks:
*****/path/to/php -f /path/to/emailmarketer/admin/cron/cron.php
USINGINTERSPIREEMAILMARKETERSETTINGS 253
Figure 234 CronTimingConfiguration
Note:FortheDayofweek,youcanalsoenterthefullday(forexample,tuesday).Thisis notcasesensitive. Anasteriskindicatesawildcard.Thus,ifyouenter*****thescriptisruneveryminute ofeveryhourofeverydayofeverymonth. Alternatively,youcanenteranumbertospecifyatime,orenterarange(36,for instance). Youcanalsospecifyfrequencybyentering*/n,meaningeverynunits.So,entering */5intheMinuteofhourcolumnmeanseveryfiveminutes. Note:Ifyouhavenospecificreasontolimitfrequency,itisrecommendedthatyousetyour crontoruneveryminute;thisallowsyoutouseInterspireEmailMarketersemail schedulingfeaturewithminutetominuteprecision.Youcansetotherfeatures (autorespondersandbounceprocessing)torunmoreinfrequentlyinInterspireEmail Marketersinterface,ifrequired.
ConfiguringCronViaaGraphicalInterface
Dependinguponyourserversconfiguration,youmaybeabletoconfigurecronjobsusinga graphicaluserinterfacesuchascPanelorPlesk.ThisexampleusescPanelX. 1 LogintocPanelandselectAdvanced>Cronjobs.
Figure 235 cPanel:Advanced
2 SelectStandard(step3)orAdvanced(step4).
254 USINGINTERSPIREEMAILMARKETERSETTINGS
Figure 236 cPanel:StandardorAdvancedCronMode
3 IfyouselectedStandard:
Figure 237 cPanel:StandardCronSetup
USINGINTERSPIREEMAILMARKETERSETTINGS 255
Figure 238 cPanel:AdvancedCronSetup
ManagingSecuritySettings
TheSecuritysettingstaballowstopreventautomatedattacksandpasswordguessing attemptsbylockingoutpeoplewhorepeatedlyprovideincorrectlogindetails.Youcan specifythenumberoftimesthatusersmayattempttologin,andthelengthoftimefor whichuserswhoexceedthisnumberofloginattemptsarelockedout. Whenauserislockedout,loginattemptsfromtheusersIPaddressarenotallowed.The amountoftimethattheusermustwaitbeforetryingagaindisplays.
Figure 239 UserLockedOut
2 Ifyouwanttosetatimedelayforloginattempts,selectEnableloginfailurewaitand selectthedelaytime(inseconds)fromthelistthatdisplays. 3 Ifyouwanttopreventuserswhorepeatedlyprovideincorrectlogininformationfrom attemptingtologinagainafteraspecifiedtime,selectEnableloginfailureIPban. IntheThresholdfield,selectthenumberoffailedloginattemptspermitted(fromthe sameIPaddress)inthefirstlist,andthetimeperiodinwhichthesefailedattempts mustoccurinthesecondlist. IntheBanIPfield,selectthelengthoftimeforwhichtheIPaddressisbannedfrom attemptingtologin. 4 ClickSavewhenyouhavefinished.
ManagingAddonSettings
TheAddonssettingstaballowsyoutoinstallandenableadditionaladdonsoftware modulesthatenhanceInterspireEmailMarketer. TomanageInterspireEmailMarketersaddonsettings,clickSettingsinthetoolbar,then clicktheAddonssettingstab.
Figure 241 Settings:AddonsSettings
Note:Theabovefiguredisplaystheavailableaddonsatthetimeofwriting.Bythetimeyou readthis,othersmaybeavailable.
USINGINTERSPIREEMAILMARKETERSETTINGS 257
Table 63 Settings:AddonsSettings
Thisdisplaysthenameoftheaddonmodule. Thisdisplaysashortdescriptionoftheaddonmodulespurpose. Thisdisplaystheaddonmodulesversionnumber. Atick( )displaysiftheaddonmoduleisinstalledinInterspireEmail Marketer.Clicktheticktouninstalltheaddonmodule. Note:Whenyouuninstallanaddonmodule,allrelatedsettingsanddata aredeleted,andcannotberetrieved. Across( )displaysiftheaddonmoduleisnotinstalledinInterspire EmailMarketer.Clickthecrosstoinstalltheaddonmodule.
Enabled
Action
Someaddonmoduleshaveconfigurationoptionsthatyoucanconfigure. ClickanaddonmodulesConfigurelinktoseeitsavailableoptions.
258 USINGINTERSPIREEMAILMARKETERSETTINGS
259
UsingTools
ThischapterdiscusseshowtousetheToolsmenuinthetoolbar.
Figure 242 TheToolsMenu
InterspireEmailMarketerToolsOverview
UsetheToolsscreento: SeeinformationaboutyourInterspireEmailMarketerserver(seeViewingSystem Informationonpage259). CheckforupdatestoInterspireEmailMarketer(seeCheckingForUpdatesonpage261). ViewInterspireEmailMarketersPHPerrorlogs(seeViewingErrorLogsonpage261). CheckthatInterspireEmailMarketerscomponentshavethecorrectpermissions necessaryfortheapplicationtofunctioncorrectly(seeCheckingPermissionsonpage 262).
ViewingSystemInformation
UsetheTools>SystemInformationscreentoseeinformationaboutyourInterspireEmail Marketerserversetup. Thefieldsinthisscreenarereadonly,anddisplaytheresultsofInterspireEmailMarketers serversettingdetectionprocess.Ifyouwanttomodifytheserversettingsthatdisplayin thisscreen,contactyourhostorserviceprovider.
260 USINGTOOLS
Figure 243 SystemInformation
Table 64 SystemInformation
Imapsupportfound
Curlsupportfound GDversion
USINGTOOLS 261
Table 64 SystemInformation
Serversoftware
Databaseversion
CheckingForUpdates
TocheckwhetherupdatestoInterspireEmailMarketerareavailablefromInterspire,click Toolsinthetoolbar,thenclickCheckforupdate. Ifanupdateisavailable,amessagetothateffectdisplays.
Figure 244 UpdateAvailable
ClickOKtoclosethewindow.
ViewingErrorLogs
ToseeInterspireEmailMarketersPHPerrorlog,clickToolsinthetoolbar,thenclickView errorlogs.
Figure 245 ViewingErrorLogs
Table 65 ViewingErrorLogs
262 USINGTOOLS
Table 65 ViewingErrorLogs
Severity Errormessage
Errorsource Date
CheckingPermissions
TocheckthatInterspireEmailMarketerscomponentshavethecorrectpermissions necessaryfortheapplicationtofunctioncorrectly: 1 ClickToolsinthetoolbar,thenclickCheckpermissions.
Figure 246 CheckingPermissions
2 ClickStartchecking.InterspireEmailMarketerchecksyourinstallationspermissions.
Figure 247 PermissionCheckinginProgress
3 Whenithasfinished,thepermissionsreportdisplays.Youcanusethisreporttoassist introubleshootingproblems.
USINGTOOLS 263
Figure 248 PermissionReport
264 USINGTOOLS
265
IV
TROUBLESHOOTINGANDINDEX
Thissectioncontainsthefollowingchapters: Troubleshooting(267) Index(271)
266
267
Troubleshooting
Thischapterdescribessomecommonproblems,andtheirlikelysolutions.Usethischapter todiagnoseandsolveproblemsyoumayhavewithInterspireEmailMarketer. Ifyouarenotsurewhateffectsacertaintroubleshootingactionwillhave,contactthe relevantadministratororserviceprovider,orgetintouchwithcustomersupport.Makeall configurationchangesatyourownrisk! Note:Ifyoucannotperformataskthatyouthinkyoushouldbeableto,themostlikely reasonisthatyouruseraccountdoesnothavetherequiredprivileges.Beforeyou takeanyothersteps,usetheUseraccountsscreens(seeConfiguringUserAccounts onpage231),orcheckwithyourorganizationsInterspireEmailMarketer administrator.
Problem:GeneralProblems
IfInterspireEmailMarketerisnotworkingcorrectly(inamannernotexplainedelsewherein thischapter),manyproblemscanbesolvedbydoingoneorbothofthefollowing: CheckInterspireEmailMarketerspermissions:InterspireEmailMarketers componentsrequirecertainpermissionsinorderforittofunctioncorrectly.Tocheck thatallcomponentshavetherequiredpermissions,clickToolsinthetoolbar,thenclick Checkpermissions.SeeCheckingPermissionsonpage262formoreinformation. UpdatetoanewerversionofInterspireEmailMarketer:whenaknownissuewith InterspireEmailMarketerisdiscovered,itisfixedbyInterspireengineers.Thefixed versionisthenreleasedasanupdatewhichyoucaninstall.Tochecktoseeifupdates areavailable,clickToolsinthetoolbar,thenclickCheckforupdate.SeeCheckingFor Updatesonpage261formoreinformation.
Problem:IForgotMyPassword
1 2 3 4 Gototheloginscreen(seeLoggingIntoInterspireEmailMarketeronpage29). ClicktheForgotyourpassword?link. Inthescreenthatdisplays,enteryourUsername. ClickSendemail.Anemailissenttotheemailaddressassociatedwithyourusername inInterspireEmailMarketer.Followtheinstructionsintheemail.
Problem:ICantSendEmails
Youmayhaveexceededthemailquotaimposedbyyourhost.Thislimitsthenumberof emailsyoumaysendinaspecificperiod.Checkwithyourhostifyouareunsure. YourhostmayrequirethattheemailsyousendhaveaparticularFromorReturnPath (bounce)address,oraspecificdomainname(forexample,anyaccount @exampledomain.com).Checkwithyourhost.
Problem:ICantImportContactsFromaCSVFile
YoumaynothavepermissiontouploadcontactsfromaCSVfile.Tochangeausers permissions,usetheExportcontactstoafilecheckboxintheUseraccounts>Edit> Userpermissionsscreen. YourCSVfilemaybeincompatiblyformatted.ChecktheCSVformattingtoensurethat itcanbereadbyInterspireEmailMarketer.CheckthattheinformationinyourCSVfileis correctlyformatted: 1 Eachentrymustbeonanewline;onelineofdetailspercontact. 2 Theremustbenoblanklines. 3 Thenumberoffieldsineachcontactsentrymustbeconsistent. Note:MakesureyouareusingaCSVfileandnotanExcel(orotherspreadsheet)file. YourCSVfilemaycontaininformationthatbreachesInterspireEmailMarketers contenttyperules.Forexample,ifsomeoftheemailaddresswithwhichyouwantto populateEmailaddressfieldsinyourcontactlistdonotfollowacorrectemailaddress convention,thedatamayberejected. YourCSVfilemaybetoolarge.Breakthefileintotwohalvesanduploadboth. PHPontheInterspireEmailMarketerservermaybeinsafemode.Checkwithyour serveradministrator.
Problem:BouncedEmailProcessingIsntWorking,OrIsWorking Erratically
Bearinmindthatforbounceprocessingtowork,InterspireEmailMarketermusthave accesstothebouncedemails.Ifyoumanuallydownloadthebouncedemailsfromthe emailserverbeforeInterspireEmailMarketeraccessesthem,theycannotbeprocessed byInterspireEmailMarketer. Ifyoureceivedanerrorrelatingtocertificates,clickSettings>Emailsettings.Lookat theDefaultbouncesettingssectionandensurethatUseextramailsettingsandDo notvalidateservercertificateareselected(checked). Note:Ifyouarenotusingthedefaultbouncesettings,checkthatthesamesettingsare configuredintherelevantEditcontactlistscreen.
Problem:CronIsntWorking
EnsurethatcronisenabledintheSettings>Cronjobsscreen. Ensurethatthecronjobiscorrectlyconfigured;forexample,ensurethatitissettouse thefullpath,forexample:
/usr/bin/php -f /path/to/iem/admin/cron/cron.php
andnot
/path/to/iem/admin/cron/cron.php
Problem:ICantEditForms/IReceiveInternalServer500Errors
Youmayexperiencethisproblemifyourserverhasmod_securityenabled.Checkwith yourserveradministrator.Alternatively,disablemod_securitybyaddingan.htaccess filetoInterspireEmailMarketersrootdirectory,includingthefollowing:
<IfModule mod_security.c> # Turn off mod_security filtering. SecFilterEngine Off
# The below probably isn't needed, but better safe than sorry. SecFilterScanPOST Off </IfModule>
Problem:ICantSaveCampaigns,Autoresponders,orOtherSettings
Makesureyouruserpermissionsallowyoutoperformthedesiredaction.Checkwith theInterspireEmailMarketeradministratorinyourorganization,orchecktheUser accounts>Edit>Userpermissionsscreen.
Problem:ImHavingTroublewiththeWYSIWYG(HTML)Editor
CheckthattheHTMLcodeyouareusingisvalid.Youcanuseanonlineservicesuchasthe WorldWideWebConsortiumsHTMLvalidatortool,availableatthefollowingURL:
http://validator.w3.org/
Problem:IWanttoChangetheTimeZone
Ifyouwanttochangethetimezoneofanindividualuser,seeConfiguringUserSettings onpage233. IfyouwanttochangeInterspireEmailMarketerscoretimezone,youmusteditthe InterspireEmailMarketerdatabase.Thesettingislocatedintheemail_config_settings table.Contactyourserversadministrator. Alternatively,performthefollowingSQLquerytoreconfigurethecoretimezone:
UPDATE email_config_settings SET areavalue="GMT+HH:MM" WHERE area="SERVERTIMEZONE";
Problem:IWanttoAddaContacttoMultipleContactLists
YoucannotaddacontacttomultiplelistsusingtheInterspireEmailMarketerinterface. However,youcancreateawebsiteformthatallowsausertojoinmultiplecontactlists. 1 ClickForms>Createwebsiteform. 2 SelectmultiplecontactlistsintheContactlists/customfieldssection. 3 EnsurethattheListchoicesfieldappearsintheChangefieldorder(drag&drop) section. SeeCreatingandEditingFormsonpage214.
INDEX 271
Index
A
A/Btests 25, 81 accesslevels 236 accountstatistics 34, 152, 153 accounts 33 accounts,activating 233 accounts,creatingandediting 232 accounts,deleting 232 accounts,user 231 action,form 178 activatingaccounts 233 activatingemailcampaigns 81 activatingtemplates 91, 206, 210 activitylog 31, 235 addtodictionary 163 addingcontacts 64 addonsettings 243, 256 address 243 addresssuppression 77 addresstracking,IP 243 administrativelevels 236 aesthetics 205 aligncenter 163 alignleft 163 alignright 163 aligningtables 174 alignment,horizontal 176 alignment,vertical 176 alternativetext 171 anchors 164, 166 API 231 ApplicationProcessingInterface attachments 245 audiencetargeting 39 audiencetargetingexample 39 automaticbounceprocessing 47 automaticemails 24 automaticeventlogging 56 automaticsplittesting 82 autoresponderstatistics 34, 144, 146 autoresponders 25, 34, 109, 110, 139, 205
B
backgroundcolor,cell 176 backgroundcolor,table 174 backgroundcolors 205 backgroundimage 169, 185 barringanaddressordomain 77 blacklistedservers 26, 38 bold 163 borders 171, 174 borders,showing 165 bouncereports 26 bouncetracking 26 bouncedemailprocessing 47 bouncedemailprocessing,problems 268 bouncedemailserver 48 bouncedemailsettings,default 245 bouncedemailstatistics 49 bouncedemailtypes 38 bouncedemails 27, 34, 38 branding 205 browserwindow 161 buildingHTMLtemplates 90, 119, 210 builtinfields 55 builtintemplates 33, 205, 211 bulletedlist 163 buttons,inserting 181
seeAPI
applicationsettings 243 archives 167 archivingemailcampaigns 81 arrowicons 32 articles 32, 33 ascendingorder 32 aspectratioofimages 189
272 INDEX
C
Calendar,Google 65, 66, 231, 241 campaignstatistics 140, 141 campaigns 25, 34, 81 CascadingStyleSheets
contactlistsegments 34, 38 contactliststatistics 34, 149, 150 contactlist,addingcontacts 24 contactlists 24, 25, 27, 33, 34, 37, 55, 139, 214,
231
seeCSS
cell 176 cellbackgroundcolor 176 cellheight 176 cellpadding 174 cellproperties,modifying 175 cellspacing 174 cellwidth 176 centeralign 163 character,enclosing 72 character,insert 165 character,separator 72 checkboxes 27, 135, 177 checkboxes,inserting 182 checkingspelling 163 chronograph 26, 250 clicktracking 26 clients 197 colorpicker 161, 165 colorscheme 161 color,font 165 color,link 185 color,text 185 colors 205 columnspan 177 columns 173, 174 columns,insertinganddeleting 176, 191 commands 250 CommaSeparatedValue
contactlists,addingcontactstomultiple 270 contactlists,clearing 47 contactlists,creating 44, 231 contactlists,deleting 39 contactlists,editing 44 contactlists,merging 40 contactlists,modifyingdetails 213 contactlists,multiple 37 contactlists,subscribing 213 contactlists,unsubscribing 213 contactlists,viewing 42 contactlog 26, 56 contactnotes 26 contactrecords 55 contacts 24, 27, 34, 37, 55
minimumrequiredinformation
56
seeCSV
companydetails 27 companyname 24 completemode 160, 193 configuringbasicformsettings 217 configuringusersettings 233 confirmationpage,designing 220 confirmationstatus 56, 65 contactactivity 33 contactemailaddress 243 contactlistarchives 167 contactlistgroups 39, 40, 41
contacts,adding 64 contacts,belongingtosegments 52 contacts,deactivating 38 contacts,editing 64 contacts,exportoptions 72 contacts,exporting 70 contacts,exportingmatched 71 contacts,importdetails 68 contacts,importfiletypes 68 contacts,importing 55, 67 contacts,managing 56 contacts,manualinput 24 contacts,manuallycreating 55 contacts,removing 74 contacts,searching 62 contacts,signingup 55 contacts,updating 39 contacts,viewing 56 contactspecificinformation 129 containers,textandimage 189 controllingtheinterface 31 coordinatingemailcampaigns 205 copyright 4 createemaillink 169 creatingacustomemailtemplate 207 creatingamodifydetailsform 216 creatingautoresponders 112 creatingemailcampaigns 87
INDEX 273
creatingforms 214 creatingsegments 50 creatingsendtofriendforms 217 creatingsubscriptionforms 215 creatingtemplates 207 creatingunsubscribeforms 215 creatinguseraccounts 232 CRM 26 cron 26, 250, 251, 252 croncommands 252 cronjobs 243 crontiming 253 cron,andyourserver 252 cron,configuring 251 cron,GUI 253 cron,problems 269 crontabs 250, 251 CSS 197 CSV 24, 34, 67, 70, 71, 72, 73, 153 CSV,problems 268 customdateranges 157 customemailtemplates 206 customfieldtypes 129 customfield,inserting 193 customfields 25, 27, 34, 37, 55, 129, 164, 185, 192 customfields,creating 130 customfields,defining 129 customfields,editing 130 customfields,exampleofuse 38 customfields,general 186 customfields,inserting 192 customfields,managing 130 customfields,mandatory 131 customfields,types 131 customfields,viewing 27, 130 customtemplates 33, 205 customerrelationshipmanagement 26 customersupport 3 customizingHTML 119 customizingtemplates 90, 210 database 243 databasesettings 33 datefields 137 dateranges 157 daterelatedtriggers 110 deactivatedaddresses 26 deactivatingaccounts 38 deactivatingtemplates 206 decreasingindent 164 defaulttextformatting 164 definingcustomfields 129 deletingcontacts 74 deletingtemplates 206 deletinguseraccounts 232 descendingorder 32 design 205 designtools 159, 160, 188 designingconfirmationpagesandemails 220 detailedstatistics 156 detectingsettings 259 dictionary 163 display 31 displaydiscrepancies 91, 206, 210 domainsuppression 77 downloadcontactfile 34 downloadfiles 168 draganddropimages 188 dropdownlists 27
E
editingamodifydetailsform 216 editingautoresponders 112 editingcontacts 64 editingemailcampaigns 87 editingforms 214 editingforms,problems 269 editingHTML 191 editingimages 173 editingsendtofriendforms 217 editingsettings 231 editingsubscriptionforms 215 editingtags 194 editingtemplates 207, 210, 231
D
dataprotection 29
274 INDEX
editingunsubscribeforms 215 editinguseraccounts 232 editingwindow 159, 160, 187 editor 25 editor,HTML 90, 119, 159 elementborders 165 emailaddress 27, 56, 233 emailaddress,contact 243 emailaddresses 37 emailaesthetics 205 emailcampaignstatistics 34, 140, 141 emailcampaigns 25, 28, 34, 81, 139, 205 emailcampaigns,activating 81 emailcampaigns,archiving 81 emailcampaigns,creating 87 emailcampaigns,editing 87 emailcampaigns,managing 85 emailcampaigns,scheduling 96 emailcampaigns,sending 91 emailcampaigns,viewing 85 emailcampaigns,viewingscheduled 106 emailclientdisplaydiscrepancies 206 emailclients 197, 205 emailfooters 245 emailformat 56 emailheaders,configuring 224 emaillinks 164, 169 emaillist,suppressed 77 emailscheduling 26 emailserver 245 emailsettings 33, 240, 245 emailsettings,global 243, 245 emailsize 245 emailstatistics 28 emailsubject 169 emailtemplates 33, 205 emailtesting 243 emailtracking 26 emailvalidation 91, 159, 206, 210 email,previewing 192 email,webversion 167 emailrelatedtriggers 110 emails,bounced 47 emails,forwarding 215 emails,HTML 24 emails,invalid 47 emails,maximum 231, 235 emails,plaintext 24 emails,problemssending 267 emails,suppressed 76 emails,validating 197 embeddedimages 245 enclosingcharacter 72 errorlogs,viewing 259, 261 errormessages 38 errorpage,designing 225 eventlog 26, 44, 56, 58, 59, 60 eventlogging,manual 61 eventlogging,manualandautomatic 56 eventtriggers 109, 110 eventtriggers,creatingandediting 122 eventtriggers,generalsettings 122 eventtriggers,sendingoptions 126 eventtriggers,viewingandmanaging 120 Excel 34 exportoptions 72 exportingcontacts 70 exportingcontacts,searching 71 exportingstatistics 153 ExtensibleMarkupLanguage
seeXML
externalimages 170 extramailsettings 48
F
fieldenclosingcharacter 72 fieldsseparator 72 fields,checkboxes 135 fields,custom 129, 164, 185 fields,date 137 fields,multilinetext 133 fields,numbersonly 133 fields,picklist 134 fields,radiobuttons 136 fields,text 132 fields,visible 64 files,upload 167 filteringoptions 63 find 162 firstandlastnames 37 folders,contactlistgroup 41 fontcolor 165
INDEX 275
fontformat 165 fontname 164 fontsize 164 fonts 205 footers 245 forgottenpassword 29, 267 formaction 178 formediting,problems 269 formfunctions 164, 178, 182 formname 178 formproperties,modifying 179 formsettings,basic 217 formsubmissionmethod 178 format 165 formatofemails 56 formatting 164 formattingtags 161 forms 24, 33, 177, 178, 197, 213 forms,adding 226 forms,creating 214 forms,editing 214 forms,managing 213 forms,modifyingdetails 214 forms,subscription 214 forms,testing 229 forms,unsubscribe 214 forms,viewing 213 forwardedemailheaders,configuring 224 forwardingemailstofriends 215 fromaddress 24 fullscreenmode 161 groups,contactlist 39, 40, 41 GUI 3, 31
H
hardbounce 38 headingtext 161 height,cell 176 height,image 171 height,table 174 help 32, 33, 163 helparticles 32 hiddenfields 177 hiddenfields,inserting 181 highlighttext 165 highlightedtext 163 homescreen 33, 203 horizontalalignment 176 horizontalline 165 horizontalrows 173, 174 horizontalspace 171 hostinglinkedfiles 166 HTML 160, 191, 205 HTMLeditor 25, 90, 119, 159, 174, 233 HTMLeditor,problems 270 HTMLemailclients 205 HTMLemails 24, 28 HTMLforms 28, 164, 177, 213 HTMLtables 164, 173 HTMLtags 160, 192, 193 HTMLtemplateeditor 159 HTMLtemplates 81, 90, 119, 210 HTMLversionofemail 167 hyperlink 164, 166 hyperlinks 160, 165, 167 hypertextmarkuplanguage
G
generalcustomfields 186 gettingstarted 27, 33 globalemailsettings 243, 245 globalsettings 33 globalSMTPsettings 249 globaltemplates 91, 206, 210 GoogleCalendar 65, 66, 231, 241 GraphicalUserInterface
seeHTML
seeGUI
groupfolders 41
276 INDEX
I
icons 32 imageborders 171 imagecontainers 189 imageediting 173 imageheight 171 imageproperties 164 imageproperties,reset 173 imagesize,maximum 245 imagetitle 173 imagetypes 170 imageupload 170 imagewidth 171 image,background 185 image,insert 173 image,modifying 173 images 160, 164, 168, 205 images,embedded 245 images,insert 170 images,manipulating 188 images,modify 170 images,moving 188 images,resizing 189 IMAP 48 importfiletype 68 importingcontacts 67 importingcontacts,problems 268 increaseindent 164 indent,decreasing 164 indent,increase 164 information,system 259 insertanchor 164 insertcharacter 165 insertform 178 inserthorizontalline 165 insertimage 164, 170, 173 insertlink 164, 165, 166 insertorderedlist 163 inserttable 173, 174 insertunorderedlist 163 insertingcustomfields 192, 193 insertingtables 173 insertingunsubscribelink 193 interface 31 internalservererrors 269 Internetforms 213
InternetMessageAccessProtocol
seeIMAP
interoperability 205 Interspireknowledgebase 32, 163 invalidemails 47 IPaddresstracking 243 IPban 256 italics 163
J
justify 163
K
key,license 243 knowledgebase 32, 33, 163
L
lastandfirstnames 37 learnmore 32 leftalign 163 licensekey 243 line 165 linkcolor 185 link,insert 164, 166 link,remove 166 link,unsubscribe 167 links 32, 165, 166, 167 links,email 164, 169 links,predefined 167 list 163 listarchives 167 listboxes,inserting 183
INDEX 277
listgroups,contact 39, 40, 41 listsegments 34 liststatistics 34, 149, 150 list,bulleted 163 lists,sorting 32 loadimage 170 logout 33 log,event 26, 44, 56, 58, 59, 60 log,recentactivity 31, 235 loggingbounces 38 login 27, 29 logindetails 243 loginfailureIPban 256 loginscreentimedelay 255 loginsecuritysettings 255 logs,error 259, 261 modifydetailsform,creating 216 modifydetailsform,editing 216 modifyformproperties 179 modifyimage 164, 173 modifyimages 170 modifyingformdetails 214 modifyingformproperties 179 modifyingpageproperties 185 modifyingtableproperties 175 modulesettings,addon 256 morecolors 165 mouseover 32 movingimages 188 multilinetextfields 133 multipartemails 28, 88, 208 multiplecontactlists,addingcontacts 270
M
mailmerge 25, 185 mailserver 245 maketemplatesglobal 206 managecontacts 34 managesuppressionlists 34 managingemailcampaigns 85 managingforms 213 managingstatistics 139, 153 mandatoryfields 26, 27, 129 manualbounceprocessing 47 manualeventlogging 56, 61 manualsplittesting 82 marketingtips 231 matchcase 162 matchwholewordonly 162 maximumemailrestrictions 245 messages,error 38 MicrosoftExcel 34 MicrosoftOutlook 34 MicrosoftWord 161 mode,complete 160 mode,fullscreen 161 mode,simple 160 modes,simpleandcomplete 193 modifyanchor 164
N
name 27 name,font 164 namedanchors 166 navigationbar 31, 33, 109, 139 navigationtools 32 newwindow 167 newsletters 24 nonstandardcharacter 165 notes,contact 26 numberedlist 163 numberonlyfields 133
O
onlineknowledgebase 33 orderedlist 163 Outlook 34 overview 23
278 INDEX
P
padding 174 pageproperties 164 pageproperties,modifying 185 pages 32 parentframe 167 password 29, 233 password,forgotten 29, 267 paste 161 pasteasplaintext 161 pastefromMSWord 161 PDF 156 percentagesymbols 185 permanenterrors 38 permissions 231 permissions,checking 259, 262 permissions,user 236 personaldetails 27 personalizingemailcampaigns 38 personalizingemails 25 PHPerrorlogs 261 picklistsfields 134 picker,color 161 piecharts 156 placeholders 129 plaintext 161, 205 plaintexteditor 25, 195 plaintextemails 24, 28, 88, 116, 208 plaintextemails,creating 195 populatingcontactlists 38 predefinedlinks 167 prescheduledjobs 251 preview 168 previewemail 198 previewwindow 160 previewingemail 192 previewingtemplates 159 printingstatistics 154 privileges 231 processingbounces 38 productoverview 23 properties,cell 175 properties,image 164 properties,page 164, 185 properties,reset 173 properties,table 175
Q
questionmarks 32
R
radiobuttons 136, 177, 182 recentactivitylog 31, 235 red,green,blue
seeRGB
redo 161 remembermydetails 29 removelink 166 removetemplatesfromglobal 206 removetextformatting 164 removingcontacts 74 removingformattingtags 161 removingtags 194 replace 162 requiredfields 25 resendattempts 245 resetproperties 173 resizingimages 189 resizingtables 173, 190 responders 34 restrictions,user 235 resultsperpage 32 RGB 161, 165 rightalign 163 rightclicktables 189 rowspan 177 rows 173, 174 rows,insertinganddeleting 177, 191 rulebar 198
S
sameframe 167
INDEX 279
savingsettings,problems 269 scheduledcampaigns 34 scheduledemailcampaigns,viewing 106 scheduledjobs 251 schedulingemailcampaigns 96 schedulingemails 26 scripts 26, 178, 213, 250 searchoptions 62 searchingcontacts 62 securitysettings 243, 255 segmentmatchingrules 51 segments 34, 37, 38, 39, 51, 55, 231 segmentsexample 38 segments,creating 50 segments,criteria 39 segments,viewing 49 segments,viewingcontacts 52 sendrate 245 sendtofriendform,creating 217 sendtofriendform,editing 217 sendtofriendforms 224 sendingemailcampaigns 91 sendingemailstofriends 215 separator 72 serverconfiguration 33 servererrors 269 serversettingdetection 259 settingdetection 259 settings 33, 243 settings,application 243 settings,editing 231 settings,email 240, 245 showborders 165 signup 24 signinguptocontactlists 213 SimpleMailTransferProtocol spellcheck 163 splittest 86 splittestcampaignsettings 103 splitteststatistics 139, 142, 143 splittest,tips 84 splittesting,automatic 82 splittesting,manual 82 splittests 25, 81 splittests,creatingandediting 99 splittests,multilevel 83 splittests,performing 101 splittests,reviewing 104 splittests,scheduling 105 splittests,sendingtocontactlists 102 splittests,viewingandmanaging 97 statistics 28, 34, 139
autoresponders 144, 146 contactlists 149, 150 emailcampaigns 140, 141 triggers 147 useraccounts 152, 153
statistics,detailed 156 statistics,exporting 153 statistics,managing 153 statistics,printing 154 statistics,splittest 142, 143 statistics,trigger 148 statistics,viewing 231 status,confirmation 56, 65 style 166, 173, 174 submissionmethod,form 178 subscribe 33 subscript 164 subscriptionforms 34, 214 subscriptionforms,creating 215 subscriptionforms,editing 215 superscript 164 support 3 supportedimagetypes 170 suppresseddetails,viewing 76 suppressedemaillist 77 suppressinganaddressordomain 77 suppressionlists 34 systeminformation 259 systemmessages 243 systemssettings 33
seeSMTP
simplemode 160, 193 size,text 164 SMTP 231, 240 SMTPsettings,global 249 snapshot 156 softbounce 38 sortinglists 32 sourcewindow 160 spacing 174 spamblacklisting 38 span,column 177 span,row 177
280 INDEX
T
tablebackgroundcolor 174 tableborders 174 tablefunctions 164, 173, 174 tableheight 174 tableproperties,modifying 175 tablesize 190 tablewidth 174 table,insert 174 tables 173, 174 tables,addinganddeletingrowsand columns 191 tables,aligning 174 tables,editing 173 tables,resizing 173, 190 tables,rightclick 189 tabs 159, 160, 192 tabs,using 194 tags 159, 160, 192, 193 tags,editing 194 tags,formatting 161 tags,removing 194 targetwindow 167 targetingaspecificaudience 39 templateformat 210 templatepreview 88, 208 templatestyles 169 templatetesting 206 templates 25, 33, 81, 129, 161, 205, 213, 231 templates,editing 231 templates,viewing 211 temporaryerrors 38 testmode 245 test,split 86 tests,split 25, 81 tests,split,creatingandediting 99 tests,split,performing 101 tests,split,reviewing 104 tests,split,scheduling 105 tests,split,viewingandmanaging 97 text 161 textarea,inserting 180 textareas 205 textblocks 187 textboxes 27 textcolor 161, 185 textcolors 205
textcontainers 189 textdocuments,building 196 texteditor 159, 195 textemails 88, 116, 208 textemails,creating 195 textfield,inserting 180 textfields 132 textfields,multiline 133 textformatting 164 texttemplates 81 text,composingandediting 187 text,highlighted 163 thankyouemails,designing 222 thankyoupages,designing 222 theme 161 timedelay,login 255 timezone 233 timezone,changing 270 timelines 156 tips 32 tips,marketing 231 title,image 173 togglethumbnails 169 toolbar 31, 32, 33, 129, 205, 213 tools 33, 259 tools,design 159, 160 tools,navigation 32 tooltips 32 toplevelapplicationsettings 243 trackingbouncedemails 26 trackingemails 26 tracking,IPaddress 243 triggerstatistics 139, 147, 148 triggers 25, 34, 109, 110 triggers,creatingandediting 122 triggers,generalsettings 122 triggers,sendingoptions 126 triggers,viewingandmanaging 120 troubleshooting 267
U
underline 163 undo 161
INDEX 281
unorderedlist 163 unsubscribe 33, 166 unsubscribeforms,creating 215 unsubscribeforms,editing 215 unsubscribelink 167 unsubscribelinks 245 unsubscribelinks,inserting 193 unsubscribingfromcontactlists 213 unsubscriptionforms 214 updates,checkingfor 259, 261 updatingtemplates 210 uploadcontactfile 34 uploadfiles 167, 168 uploadimages 170 uploadingfiles 165 uploadingtemplates 207 URL 166, 243 useraccountstatistics 34, 152, 153 useraccounts 33, 139, 231 useraccounts,creatingandediting 232 useraccounts,deleting 232 useraccounts,managing 232 username 233 userpermissions 236 userrestrictions 235 usersettings,configuring 233 username 29 usingtabs 194 viewingscheduledemailcampaigns 106 viewingsegments 49 viewingstatistics 231 viewingsuppressedemails 76 visiblefields 64
W
webversionofemail 167 websiteforms 24, 28, 33, 213 websiteforms,adding 226 wholepage 167 width 174 width,cell 176 width,image 171 windowtype 166, 167 window,editing 160, 187 windowedmode 161 Word 161 workspace 31 WYSIWYGeditor 90, 119, 159, 160, 206 WYSIWYGeditor,problems 270
V
validatingemails 159, 197 validatingHTML 270 validationwindow 199 variables 129, 164, 185 variationtesting 82 verticalalignment 176 verticalcolumns 173, 174 verticalspace 171 viewstatistics 34 viewtemplate 206 viewingemailcampaigns 85 viewingemailsoffline 213 viewingforms 213
X
XHTML 233 XML 70, 72, 73 XMLAPI 231
282 INDEX