Trollbeads Marketing Platform

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1 Trollbeads Marketing Platform 1

2 Table of Content Table of Content... 2 Getting Started with Campaign Monitor... 4 Overview... 5 The Site... 5 Account Settings... 8 How to Create, Import, and Manage Your Own Lists & Subscribers Creating a New List Importing a file/list of subscribers Edit list/subscriber details List settings Remove subscriber Custom fields How to add Custom Fields to Subscribers Segments Segment Options Approval of Lists in Campaign Monitor How to Start the Approval Process How to Create a New Campaign The Overview/ This is what you see Step 1 Defining the Campaign and Sender Information Step 2 Defining the Content and Editing the Newsletter Template Choosing a template Edit the Content of the Newsletter Template Step 3 Recipients Step 4 Delivery How to Duplicate a Campaign or Campaign Draft How to Delete a Campaign Draft Resend a Sent Campaign A/B Split Campaign How to create an A/B Split Campaign Step 1 Defining the A/B Split Campaign and Sender Information Step 2 Defining the Content and Editing the Newsletter Split Template

3 Content Split step 2 and Step 3/4 Recipients for A/B Split Campaign Step 4/5 Defining the Size of the A/B Split and the Winner Step 5/6 Delivery for A/B Split Campaign How to Read a Report Link Click Rate Campaign Reports Menu Snapshot Recipient Activity Link Activity & Overlay Social Sharing & Forwards Worldview Opens & Clicks Over Time Client Usage Bounce Summary How to Edit the Template Quick Picture

4 Getting Started with Campaign Monitor Welcome to the new Trollbeads marketing platform, Campaign Monitor. Campaign Monitor is an online marketing solution that makes it possible for you to send beautiful campaigns, and to keep track on the results of every campaign through extensive reporting functions. It also allows you to manage your lists and subscribers in a very valuable way. We have chosen to use Campaign Monitor as our platform after conducting a thorough analysis of the feedback we received from our distributors, and by testing multiple alternative marketing platforms. Campaign Monitor is extremely intuitive, user-friendly and reliable. Thus, the system doesn t require extensive IT resources on your end, and it makes it easy for us at Lise Aagaard Copenhagen to assist you in sending effective campaigns to your retailers and end-customers. This guide will give you an overview of the functions that Campaign Monitor has to offer to its users. If you are experiencing any problems, you are more than welcome to contact us at for immediate assistance. Enjoy Best regards The Trollbeads Team 4

5 Overview In this guide we will take you through the following steps: - How to create, import and manage lists/subscribers - How to create a new campaign - How to read a report You do not need to go through all the steps every time you want to send out a newsletter. First of all, it is important that you understand the terminology. A campaign is the process of sending out a newsletter, the actual newsletter is based on a template, which you can edit into a finished product, which is then your finished newsletter. Campaign Monitor allows you to reuse/resend previous campaigns, view reports on all the campaigns and to manage lists, which are the subscribers you send the campaign to. This manual will show you all the features you have available in Campaign Monitor. You don t have to create a new list every time you want to send a newsletter, you don t have to read reports on the statistics of the newsletter, only if you want to use them. You will later receive a Quick guide for newsletters, but since this is the first time you see Campaign Monitor we provide you with this manual, which describes the software thoroughly. The Site In order to log in via Trollbeads Partner, simply click the Campaign Monitor link. When you login to the site you will see your personalized Trollbeads user account. Unfortunately that feature will not be working the first two weeks; you must there for login by using the login information provided to you in the from Lise Aagaard Copenhagen A/S. The link to the site is: You have to use your Username and your Password in order to access the site. 5

6 The login page is a standard login page with features like Remember me on this computer and I forgot my password. Do not click forgot my password because the password is being used on TBP to automatically log you in. If you forgot your password, go to TBP to automatically login via your user or contact for your password details. After logging in you are brought to the front page, which looks like this the first time you enter the site: In the top left corner there are four tabs that can bring you to the sites four main pages: The Overview tab shows the Home page and by clicking the tab you will be brought to the Home page. The Create/Send tab is where you go when you want to create a new campaign to send a newsletter. The Lists & Subscribers tab will bring you to all your lists and subscribers. The Reports tab will bring you to the report page, where you can explore statistics and reports on your campaigns. How you use the specific tabs will be explained later. 6

7 In the top right corner of the home page you will find profile information: The My Account will bring you to a page where you can edit your profile information and password, see next chapter on account settings. The Help button will take you to Campaign Monitors own help page, where you can type your question and the search function will find the closest possible answer, or you can choose from different categories and popular questions. The Logout button will log you out of the site; click here when you are done using Campaign Monitor. 7

8 Account Settings In order to change and edit your account information you can easily do this by accessing the My Account button in the top right corner on the homepage as described before. If you press the My Account tab you will see this page: If you want to edit your account information you will have to click the Edit Account Setting button located underneath the text box in the bottom left corner: 8

9 Then you will be brought to this window: It is now possible to change the information, and when you are done click the Save Changes button, or if you do not want to change the information simply click Cancel to leave the window again. Do not change password and do not change the Username because this information is being used on TBP to automatically log you in. If you forgot your password go to TBP to automatically login via your user or contact for your password details. If you want to return to the Home page again, simply click the Overview tab or the Trollbeads logo in the top left corner. 9

10 How to Create, Import, and Manage Your Own Lists & Subscribers This section is only related to keeping and maintaining your own Lists. You should under no circumstances modify the TBU_xx_xx-xx and TBP_xx_xx-xx lists If you want to send a new campaign out, you first need to have a list of subscribers to send the campaign to. Trollbeads have supplied you with the TBU (Trollbeads Universe) and TBP (Trollbeads Partner) subscribers list. If you had other specified lists in the older marketing system Zoomio we have transferred them too. We are maintaining the TBP and TBU lists at Trollbeads and therefore do not want you to edit them, in order to have the latest updated lists possible. You are more than welcome to create your own lists for your example for your sales reps etc. This chapter is related to your own lists and not the TBP TBU lists which we will keep updated. The Lists & Subscribers tab will bring you to all your lists and subscribers. The page looks like this: You now have a few options. You can create a new list or edit existing lists see later chapter on edit list/subscribers. NB! Lists with 5 or less subscribers are free to send to, so lists like that are good to use for testing purposes. 10

11 Creating a New List To create a new list click the button Create a new list in the top right corner You will be forwarded to this page: You will now need to name your new list (for example: Sales Reps.). You will then have the choice of type: Single opt-in or Confirmed opt-in. Single opt-in means new subscribers are added to this list as soon as they complete the subscribe form. Confirmed opt-in means a confirmation will be sent with a link they must click to validate their address. This confirmation isn't required when you import existing subscribers, only when new subscribers join via your subscribe form. When you are done, click the Create List button at the bottom. 11

12 The next step is to add subscribers to your new list; you can do that by clicking the Add the first subscribers to your new list link or by clicking the Add new subscribers button in the top right corner. After you click the button or link you will be shown the following page: 12

13 Here you can start typing the addresses or copy-paste them in. NB! Only one per line, but you can enter name and on the same line. Please follow the guidelines provided on the right of the box or as shown in the picture below. 13

14 When you are finished adding subscribers simply click the Add Subscribers button in the bottom left corner or if you do not want to add any, simply click Cancel. You will then be taken to the overview of that list and you will be able to edit the individual data of the specific subscriber. If you already have a list on your computer, you can import it into Campaign Monitor, to see how to import simply see the chapter below on how to import a file/list of subscriber. 14

15 Importing a file/list of subscribers When you have created a new list and/or if you want to add subscribers to a list by importing a file, click the List/Subscribers tab then either create a new list as mentioned in the chapter above, or click on the list you want to work on and then click Add Subscribers. To import a file click the underscored text in the bottom right corner that says: import your subscribers from a file or click the tab Import from a file in the top left corner. Or A new window will open up where you will have to check off that you only use s that are ok to use. 15

16 Confirm your permission by checking the box, then simply click the Proceed with the import button, or press cancel if you change your mind. You will now have the option to import a file from your computer. Chose the file click open. NB! Please note that the file has to be a CSV or Tab file in order to upload. When you save the Excel file simply set the type of file you want to save it as a CSV or Tab. Then you can click Import these subscribers to import the list. 16

17 You will now have to choose which columns to add in the drop-down menu on the right side, and list what type of information they supply. The program will automatically guess what information it is and it usually guesses correctly, but make sure before you proceed. When you are done editing the information click Next in the bottom left corner or click start over to cancel. You will then be taken to the overview of that specific list where you can edit the individual data of the specific subscriber. You can now proceed with editing the individual subscriber data and editing the list, see the above chapter on Lists & Subscribers on how to edit the data. 17

18 Edit list/subscriber details If you want to edit an existing list simply click the name of the list to be forwarded to the lists info page with edit functions. If you want to add subscribers to the list click the Add new subscribers button. In the top left corner, underneath the name of the list, you can change the name and type of list, if you want. Below the graph that illustrates the subscriber development, there are four tabs. These tabs show you the division of subscribers. The first tab tells you how many active subscribers you have, the second shows you how many have unsubscribed from the list, the third shows you how many s that have bounced (not been sent due to incorrect / not enough space in mailbox etc.) the last shows which you have deleted manually from the list and how many. It is possible to edit and move addresses, by checking the box to the right of the address and then choosing where to move it in the drop down list. 18

19 Before you are allowed to move an unsubscribed you will be asked to confirm that you have permission to move it. If you have permission from the subscriber simply check of the yes box and click the Re-subscribe the subscriber and you will receive a confirmation message on the next page: If you want to edit the individual information of the subscriber or simply view the information and statistic of the subscriber click the and a new page will show: 19

20 Her you can see where in the world the subscriber is located, the status and/or if they are part of a segment. On the right side it shows how many times the subscriber has clicked links in the , how many times the subscriber has shared/forwarded s and how many percentages of s the subscriber have opened. Below that, all the latest activity from the user is visible also showing the time of the action and how long ago there was an action. You can edit the information by clicking the Edit this subscriber button in the bottom left corner. List settings When you have clicked on a specific list in the tab Lists & Subscribers, you will be able to see a menu in the right side of the screen. This menu allows you to edit List settings and to Manage the subscriber process. These features are advanced and we do not recommend that you work with them unless you feel absolutely secure using any of these functions. This manual will show you the List settings but it will not go in to detail on the Manage the subscriber process. Remember that you are always welcome to contact us for assistance. The list settings contain the features: Remove subscribers, Custom fields, and Segments. These List settings features will be described in the next few chapters. 20

21 Remove subscriber By clicking the link Remove subscribers you will get the option of removing a subscriber from a single list or from all lists that the subscriber is on. NB! It is important that you do not edit the TBP and TBU lists. This will lead you to this window: You will now have to type in or copy and paste in the addresses of the subscribers you want to have removed from the list/lists. When you are done, check off if you want to remove them from only this list or if you want to have them removed from all lists. Then click Remove subscribers or if you have changed your mind click cancel. 21

22 You will then be returned to the list page again and a message will confirm that the subscriber/subscribers have been removed from this list/all lists depending on the action you decided upon. Custom fields Custom fields are the different types of data and information you can store about the subscribers. You automatically have Name: Full name, First name, and Last name stored as well as the address, but sometimes it may be necessary to store more information about the subscriber, and that is when you add more custom fields. If you want to create more custom fields simply click the Custom fields link. You will then be taken to this page: 22

23 You then have to give the field a name and define the type of information it is. Enter the name in the box Field Name and choose the Data Type. The different data types you can choose from is: Text, Number, Multiple Options (can only select one), Multiple Options (can select many), Date, Country, and US State. If you decide on a Multi-option data type you will have to add the different options you want available. On the picture we have chosen Position as the name and IT, Marketing, and Other as options. You can add more options if you want to. 23

24 You can delete, move up, move down, and edit the already added options by clicking on the symbols next to it. You can now choose to uncheck the box underneath if you do not want this field to be visible to recipients when they edit their settings (this is part of the subscriber process). When you are done editing and entering information click Add Custom Field to finish adding fields or click go back if you have changed your mind. The new field will then be visible on the list of existing fields. NB! You can have up to 20 custom fields besides name and address. How to add Custom Fields to Subscribers When you have created a custom field you can add this segment to a subscriber. This is a manual process, where you have to edit the individual subscriber to add the information. Go to the Lists & Subscribers tab and choose the list where you have added the custom field. Click on the address of the subscriber you want to edit. On the left side of the screen there is an information box containing the subscriber information. 24

25 Click the Edit this subscriber button. You will then be able to edit all information on this subscriber. The name, address, and status will always be visible, but the custom fields will show here if you have created them. Her you can see two custom fields; one is a drop down menu that is the option. When you choose a Multi-option data file you will have a drop down menu to choose from, if you chose text you will have to type in the information. 25

26 When you are done click Save changes or cancel if you have changed your mind. Segments If you want to make segments of subscribers in your list, in order to sort the subscribers after certain fields for example by city. So if you wanted only to send a newsletter to all your retailers or subscribers in a specific city, you would first add a custom field e.g. a text field named city or a multi-option field with cities to choose from (see chapter above on how to make custom fields) and then create a segment of them. To do this, click the Segments link. You will then be taken to this page: To create a new segment, click the Create a new segment button. 26

27 You will then be taken to this page: You will then be asked to name the segment you want to create. We recommend that it is obvious in the title what the segment contains. For example; All retailers in Copenhagen When you have named the segment, click Start building segment. This window will then open up: You then have to create the first rule for the segment. Rules imply: fields either the standard ones or the ones you have created (see chapter How to create a custom field to see how), or it can be specific information based on their behavior in previous campaigns (Campaign was not opened, campaign was opened- any link clicked and so on). Simply choose the one you want to use in the drop down menu and then click Add rule. 27

28 You will then be shown this window: You will now have to set the conditions you want for the segment. If you choose the custom field City as a rule, you could now type in e.g. Copenhagen because City was a text field. This would entail that all subscribers with the custom field set to Copenhagen will now be added to the segment. If you click the green plus icon you can add another condition for the rule, this will make it in to a either or rule. Either they live in Copenhagen or : If you wanted the rule to be a Multi-option rule, the condition menu would then show a drop down box with option and look like this instead: 28

29 If you add a rule that is not based on a field/ custom field, but choose a rule based on behavior in campaigns you will have to state which newsletter to base the rule on. If you want to add more than one rule chose the rule segment in the drop down menu and click Add rule. If you for example want all retailers in Copenhagen who open the last newsletter you first choose City as the first rule when creating segment and then chose Campaign was opened in the drop down menu and click Add rule. You can add more rules if you want. If you want to delete a rule simply mouse over the specific rule and the line will be marked yellow. You will be able to see a trashcan symbol at the right hand side of the line. Click on the trashcan to delete the rule. When you are finished editing and adding rules click Save and refresh count to create the segment or click go back if you have changed your mind. 29

30 The menu it the right corner will then change from showing all the subscribers on the list, to only showing the ones filling the criteria. As shown below, the full list contains 6 subscribers and only 3 of them have the criteria Copenhagen so only 3 subscribers are active in this segment when you click Save and refresh count. Segment Options The menu also allows you a few Segment options: The first option is the View subscribers. This link will take you to a list of all the subscribers that are part of the new segment. When you click it you will be taken to a list with all the subscribers in the segment. 30

31 NB! Please note that if you want to, you can choose to export many of the reports to Excel. You can do this in the feature in the bottom right corner. Choose CSV file or Tab Delimited File and then clicking Export. To export the file directly to Excel click the menu link Export segment. A window will pop up and ask you if you want to Open or Save the file to your disc. You can also rename the segment by clicking the Rename segment link. A new feature will pop up at the top of the page in the left side: 31

32 It is then possible to change the name of the segment and when you are done editing click Save name or if you have changed your mind click cancel. Approval of Lists in Campaign Monitor When you operate with list with more than approx recipients, you will need to have the list approved the first time you send a campaign. The reason for this is that Campaign Monitor are very adamant in making sure no one abuses the their newsletter system, and to make sure that we actually have permission to send newsletters to the recipients. This procedure only takes place once, when a list reaches a certain quantity of subscribers, and again if the list increases exponentially e.g. from 1,000 subscribers to 20,000 subscribers. You will be approved for a list level limit. How to Start the Approval Process First create a new campaign and complete the content. When you reach step 3 define recipients select the list you would like to send the campaign to. If the list is larger than the preapproved list level the top of the Campaign Snapshot will show a new box. 32

33 To begin the approval process click the I m ready to start the approval process button. A new window will then open up: 33

34 You will then have to type in a text explaining about the list; how and where you received information about the subscribers addresses etc. Se box below for the requirements to the text. If you do not enter all required information the approval process can be delayed and/or Campaign Monitor will you for more specific information. If it is the TBU list we recommend entering for example this information: NB! All text marked in red is variable and need to be personalized to your own information. TBU All the subscribers on this list originate from They have all created a profile and signed up for our English/global newsletter on the site. Here is the link to the sign up form: We this list approx. once a month, last time was the 16th of September The list does not include any subscribers that joined offline, and they all signed up on the before mentioned website. Every recipient on this list selected to receive the English newsletter themselves, and ticked off the box to receive s on and from Trollbeadsuniverse.com/global/en-us. As you can see on the contact form for registering, you can select between a number of different languages, but the system always suggests the newsletter in the language where your IP address is located. Everyone who selected this English newsletter is located on a list named TBU_XX_en-us which is the list we are currently requesting to get approved. 34

35 When you have entered the required information in the text box, enter the address you want to receive confirmation upon approval on. When you are finished, click Send Message to send it to Campaign Monitor for approval. In the top right corner on the list page, you can see the Approval Status for the list. 9 out of 10 times Campaign Monitor will approve the list right away, but in any case the procedure shouldn t take more than 12 hours, and you will receive an as soon as it is approved. While you are waiting for approval, your campaign will be saved in drafts and a message will be visible next to the title saying Under review: If Campaign Monitor has contacted you for more information the message will say Awaiting your reply. If so click the message and enter the reply. Once the list is approved you can send the campaign as usual. Having the list approved will not automatically send the campaign. NB! Campaign Monitor will not now, nor never contact the subscribers on any of your lists. 35

36 36

37 How to Create a New Campaign The process of sending out a newsletter is called a campaign. Whether it is the process of translating a newsletter provided by LAC or creating a new campaign based on a generic template, it is the same procedure. In this chapter we will take you through the process of creating a new campaign and sending out a newsletter. The Overview/ This is what you see Creating a new campaign will follow 4 simple steps. You can see your progress in the top right corner, where a bar will show you how far you are in the process of creating your campaign. When you want to send out a new campaign simply click the Create/Send tab in the top left corner of the page. You will then be brought to a page which lists all your previous campaigns. 37

38 Step 1 Defining the Campaign and Sender Information To create a new campaign you will have to click the Create a new campaign button in the top right corner. A new page will then follow where you will have to fill in information about your new campaign: Now you have to define the campaign and sender details. First you must choose a name for the campaign by filling in Name the campaign. This will be visible in the list of campaigns on the Campaign Monitor list and not on the . 38

39 Then fill in the Enter the subject line for this campaign. This is the subject field in the that the recipient will be able to see. If you want to personalize the subject field by having the subscribers first, last or first and last name automatically generated you must click the text Personalize in the right corner of the line. The subject field will then look like this: If you do not have the subscribers name you can choose what fallback text to use instead by editing the text after.fallback= in the picture the fallback text is customer this is the text you can edit. Next step is to fill in the; from name, this is what the subscriber will see as the sender of the . Fill in this in the Give the campaign a from name. 39

40 The from address will be visible next to the from name in the the subscriber receives, fill it in in the Give the campaign a from address. To fill in the reply fill in Give the campaign a Reply To address. If you do not want to have subscribers replying we recommend you using a type of . When you have filled in all the information simply click the Next button to move to the next step. 40

41 Step 2 Defining the Content and Editing the Newsletter Template Choosing a template You now have to choose what template to use for the campaign. The files are rather big, so the loading time can be a little long and we do appologise for this. You can choose them even though they haven t finnished loading, but you will not be able to se the screenshot preview. Choose which template you want to use for the campaign. The name of the template will inform you which one you should use for the specific campaign. When you have checked the box for the template you want to use then click Next 41

42 You will then be shown a new page where you can edit the template and the information on it. You can always preview the template and your changes by pressing Preview in the top right corner of the page. 42

43 Edit the Content of the Newsletter Template Editing the Text You can now click on the edit buttons to start editing the content. If you click the trashcan you delete the whole field. You can add as many fields as you want and choose which ones you want to use by clicking Add New. The standards are: Image left, Image right, Text, Image 1, Image 2, Image 3, Image 4 and Header. The description should inform you on what the layout looks like, if you are uncertain simply add it; you can always delete it again afterwards. You can also drag and drop the different fields by clicking the cursor button and dragging the field up or down on the page. When you click the edit button a new window opens up in the left corner where you can edit the information. 43

44 Change the text to the one you want/ translate to another language. You will be able to see the changes you make on the template as you edit them, just remember to save them. There are a few features you can use in the edit box which you are probably familiar with from Microsoft Word. You have the standard text editing tools, such as; you can change the text to Bold B or Italic I, you can align the text to the left, right and center. You can change the color of the text, although we do not recommend changing the text since it will change the overall look of the campaign. You can create a numbered list or a bulleted list if you want. The interesting feature is the insert. By choosing Insert, can choose from four different types of insert: link, personalization, quick links and social sharing. Link By choosing link you can insert a standard link in the text. Personalization allows you to insert the recipients: first name, last name, full name, , custom field) and dates (will be the current date/day/month of the day the is sent). Quick links The quick links are the four standards: forward to a friend, preference center (shows the subscribers connection to the list), unsubscribe, and web version. Social sharing The social sharing allows you to insert a like button to Facebook or Tweet. <>Source If you click the <>Source button you can see the html source code behind the text field. Unless you know how to edit in html we do not recommend that you edit in the html code. Edit Pictures and links To change the image right click on the circle in the top right corner, choose remove image in the drop down menu and you can then click Browse to choose the picture you want to use. Please note that pictures can also link to webpages, for example you can link to Trollbeads Universe for your end users and or Trollbeads Partner for your retailers. You can add a link by choosing Add link in the drop down menu. When you are done editing the section click Save changes. You can now move on and edit the next section of the newsletter. 44

45 Campaign monitor will automatically adjust the width of the picture to fit the template size, but remember that the height still varies according to the original dimensions of the picture, so you still want to edit the size in Photoshop the photos first if you are using more than one image, to make sure the photos match up. This is of course only relevant if you decide to change photos. Most templates will require minimal changes and/or translations. Remember to set the correct links for Facebook and Twitter and your contact information. You do this the same way you edited the photo earlier, simply click Edit on the image, and then edit the link by clicking the circle and choose edit link. You can now type the link to your own Trollbeads page on Facebook. If you do not change it the link will blink you to the Trollbeads the original Facebook page and Twitter account. When you are done click Save changes. See Preview of Newsletter When you are happy with the changes on the template, click the Preview button to see the finished Newsletter. 45

46 If you want to make more changes simply click Make more changes to move back to the editing page. If you are done click I m done, return to snapshot. You will then be taken to a snapshot page where you can see the overall campaign and sender information and content information. You now have the option to edit that information. To move to the next step click the Define recipients button. Step 3 Recipients When you are done editing the template the next step is to select the recipients for the campaign. The page will look like this: 46

47 You can now choose to send to an existing list or to manually enter the recipients. You should only have to use an existing list. If your list have a segment and is divided in to sub-lists, you can now choose to only send the campaign to that specific list or to all subscribers on that list. Check of the box on the list you would like to send the campaign to and click Next, or if you have changed your mind and want to go back a step click go back. NB! If you have duplicate s/subscribers on your lists, the system will automatically sort it, so that the subscriber only receives the newsletter once, even if they are on more than one list. The next window will show you an overview of the campaign sender information, the content and the recipients. You can always edit the information again by clicking the Edit buttons next to the information you would want to change. 47

48 If you want to see how the will look as a pure HTML version click View a preview, it is very rare that a user has changed their setting to only view HTML versions of s, but if you want to change the look click change template. If you click the View a preview a window will open op showing you the HTML version. When you are done simply click Test and define delivery to proceed to the next step. 48

49 Step 4 Delivery If you did choose to personalize the subject field in step 1 the window will look like this: If you have chosen to personalize the subject field in step 1, with the recipient s name, you can choose to send the test mail by using a random subscribers recipient information or the fallback text you choose in step 1. You can do this by checking the box Send the test using a random recipient s detail to test personalization. 49

50 If you did not choose to personalize the subject field in step 1the window looks like this: You can now choose to send a test to up to 5 addresses in order to see how it looks before you send out the campaign and it will even provide you with boxes to mark of with recent test addresses you have used. We highly recommend that you send a test first (But in order to skip the test click the button Skip the test). Send the test by clicking Send the test . You will the se a message informing you that a test campaign has been sent. 50

51 When you have sent the test campaign click the Next button or if you want to return to the previous step where you can edit again, click return to snapshot. It is important to know that by clicking the Next button you do not send the campaign. You will now get the option to decide if you want to send the campaign immediately or if you want to schedule a later delivery time. The window will look like this: Depending on which option you choose the button will change. If you want to deliver the campaign immediately check the box next to the text Deliver the campaign immediately. A confirmation will be sent to the entered, you can edit the to another one if you want. 51

52 When you are satisfied click the button Send campaign immediately. This will send the campaign to all subscribers on the list you choose in step 3. When you click Send campaign immediately you will receive a confirmation message that allows you to see reports or launch a worldview When you click Send campaign immediately you will receive a confirmation message that allows you to go directly to reports or launch a worldview. If you want to go to reports click See the reports for this campaign and if you want to launch the worldview over the subscribers click Launch Worldview. The worldview will take you to a world map that will illustrate the locations of your subscribers; this map is also viewable in the reports. If you want to send the at a later time check of the box for Deliver at the following time in order to set time and date. 52

53 Edit the date and time to the specific time you want to send the campaign to the subscribers on the list you choose in step 3. A confirmation will be sent to the entered, you can edit the to another one if you want. When you are done setting the information click Schedule this campaign. This will schedule the campaign to be sent on the time and date you entered, until that time you can always go back and edit the information, but only up until the set time and date. When you click Schedule this campaign you will receive a confirmation message that allows you to make changes if you want or launch a worldview. If you want to make changes click Make changes to this campaign and if you want to launch the worldview over the subscribers click Launch Worldview. The worldview will take you to a world map that will inform you on the time left until delivery in a countdown clock, and when a subscriber opens the you will see a little pop up and a pin being placed where they opened it. This map is also viewable in the reports. 53

54 The worldview map looks like this when you are waiting for a campaign to launch: You have now finished the campaign and it has been/will be sent to the subscribers. How to Duplicate a Campaign or Campaign Draft If you want to duplicate a draft in order to create a copy you can do that. If you mouse over the specific campaign on the first page in the Create/Send tab the line will be marked yellow and you will be able to see two more symbols at the right hand side of the line. The symbols are for duplicating a campaign and deleting. The plus sign duplicates and the trashcan deletes. Click the plus sign. 54

55 A new draft will then be created at the top of the list called Copy of (Title of the draft you duplicated). You have now created a duplicate draft. How to Delete a Campaign Draft If you for some reason want to delete a campaign draft it is easy to do that. If you mouse over the specific campaign on the first page in the Create/Send tab the line will be marked yellow and you will be able to see two more symbols at the right hand side of the line. The symbols are for duplicating a campaign and deleting. The plus sign duplicates and the trashcan deletes. Click on the trashcan. Campaign Monitor will then ask you, if are certain that you want to delete the draft. Check of the box and click Delete the draft. You can always cancel the action by clicking cancel. Resend a Sent Campaign If you want to create a copy of a previous campaign to use the newsletter template again you can click Resend a sent campaign to generate a new campaign with a copy of the previous campaigns template. 55

56 NB! You can only resend an already sent campaign and not drafts. To reuse a draft you must duplicate it to create a copy see chapter Duplicate a Campaign for guidance. We do not recommend that you do this with the TBU newsletters, since we want to secure a more cohesive branding, and the way to do that is to use the latest template provided to you by Lise Aagaard Copenhagen A/S. If you want to send out specific newsletters for your own lists, resending a campaign might be an excellent tool. When you click Resend a sent campaign you will be taken to the overview list of all previous sent campaigns where you can choose the campaign you want to resend by clicking Edit and resend to the far right of the campaign. This will generate a new draft and you will be forwarded to the list of saved drafts. You can always see how far in the campaign process the draft is by looking at the check marks or minuses at the right of the campaign. The Define content refers to step 2 in creating a campaign i.e. content. So the template for the newsletter has been chosen, but is not necessarily finished. Define recipients refers to step 3 in creating a campaign. You can now click on the newly created draft in order to finish the campaign steps and send the campaign. Please see chapter on How to Create a New Campaign to finish the campaign. A/B Split Campaign When you want to send out a campaign, you also have the option of sending out an A/B split campaign instead of a regular campaign. 56

57 The split campaign allows you to create two versions of the campaign that you can send to two test groups to evaluate which newsletter gets the best response from the subscribers and therefore send the best one out to the rest of the subscriber list. For example: if you have a subscriber list with 1000 subscribers. You create two newsletters N1 and N2. You send N1 to 50 subscribers and N2 to 50 subscribers. Then wait 6 hours and the newsletter with the most opened/ most clicked links will be sent to the remaining 900 subscribers. You will be able to decide what variable to change in the two newsletters. You can choose the time to wait before sending and you can choose what success criteria will determine which newsletter is the winner. This chapter refers a lot to the chapter How to Create a New Campaign, since a lot of the information and procedure is the same. This chapter focuses on the differences between a regular campaign and the A/B split campaign. How to create an A/B Split Campaign The A/B split campaign is similar to creating a regular new campaign, but it follows 5 or 6 steps instead depending on what split criteria you decide upon. If you chose to split by subject lines or from names you will follow a flow of 5 steps, where the split is defined in the campaign information in step 1: If you chose to split by content you will follow a flow of 6 steps where the spilt is defined in the content part step 2 and 3: Step 1 Defining the A/B Split Campaign and Sender Information To create a new A/B Split campaign you will have to click the Create a new campaign button in the top right corner. 57

58 A new window will open. Click the tab for A/B split campaign. The window will then change and look like this: First you must decide where to put the split. Do you want to test with two different subject lines, with different content of with different from names? Depending on what you choose the window will change accordingly. 58

59 Then you must choose a name for the campaign by filling in Name the campaign. This will be visible in the list of campaigns on the Campaign Monitor list and not on the . Then fill in the Enter the subject line for this campaign. This is the subject field in the that the recipient will be able to see. If you want to personalize the subject field by having the subscribers first, last or first and last name automatically generated you must click the text Personalize in the right corner of the line. The subject field will then look like this: 59

60 If you do not have the subscribers name you can choose what fallback text to use instead by editing the text after.fallback= in the picture the fallback text is customer this is the text you can edit. If you decided on a Subject Line split you have to fill in two different subject lines and you will see this instead: Next step is to fill in the; from name, this is what the subscriber will see as the sender of the . Fill in this in the Give the campaign a from name. The from address will be visible next to the from name in the the subscriber receives, fill it in and Give the campaign a from address. If you decided upon a From Name split you will have to fill in two different campaigns from names and from addresses you will see 4 and 5 as this: 60

61 To fill in the reply fill in Give the campaign a Reply To address. If you do not want to have subscribers replying we recommend you using a type of . When you have filled in all the information simply click the Next button to move to the next step. Step 2 Defining the Content and Editing the Newsletter Split Template Step 2 is the same as a regular campaign, but only if you split by subject lines or from names, although the snapshot will look different since it contains more information. Content Split step 2 and 3 Defining the split on the Content requires two newsletter templates. You have to define the template for split A and for split B. The steps are the same as a regular campaign except that you will always see a red letter A or a blue letter B defining which template you are working on. 61

62 On the B template you have the option of copying the content of A, this is recommendable if you do not want the B template to differ a lot from the A template, it will save you a lot of work. Step 3/4 Recipients for A/B Split Campaign Step 3 is the same as a regular campaign, except the subscriber list must have at least 6 recipients. The button for proceeding will look like this: Please see chapter How to Create a New Campaign section: Step 3 Recipients for information. Step 4/5 Defining the Size of the A/B Split and the Winner This step is new and this is where you decide upon the size of the test and winner criteria. You will see this screen: 62

63 First you have to decide on how big a percentage of subscribers will receive the test newsletters and how big a percentage will receive the winning newsletter. You do this by dragging the grey cursor located after the blue box marked B. Drag it to the right to make the percentage receiving the winning version smaller or to the left to make the percentage of the winning version bigger. A and B will always remain equal in size. Then you can set the winning criteria: If you check of Open rate the winner will be the newsletters that the most subscribers open. If you check of Total unique clicks the winner will be the newsletter with the most unique clicks. 63

64 If you check of Total clicks on selected link the winner will be the newsletter where the most subscribers click a link you decide upon. If you choose Total clicks on selected link the window will change and you have to click on the link you want as the denominator on a small version of the newsletter. When you have chosen a link it changes into this: Last you have to set the time for how long you want the split test to run. When you are don editing click Next or go back if you change your mind. You will then be taken to a new snapshot with all the campaign information that varies a little depending on the type of split you have chosen. 64

65 If you are satisfied with the information summary click Test and define delivery to continue. Step 5/6 Delivery for A/B Split Campaign The step 5 for Subject Lines or From Names as the split or step 6 for Content split, is the same as step 4 on a regular campaign. The only exception is that, when choosing which , to send the test newsletter to, you define which to send A and B newsletter to. Please see chapter How to Create a New Campaign section: Step 4 Delivery for information. 65

66 66

67 How to Read a Report The reports function is a very diverse tool for gathering information about your subscribers, their activity and the success of your campaigns. When you click the Reports tab you will be brought to a list of all your campaigns. You can then choose which campaign you want to see the statistics for by clicking on it. When you click on the campaign you want to review the reports for you will see this window: To view the campaign in question you can click the button View or if you want to share the campaign click Share Campaign and if you want to export the reports from Campaign Monitor click Export report. 67

68 On the report page you see an activity chart showing you how many have opened the (green line) and how many have clicked a link in the (blue line). The pie-chart indicates number of unique opens, bounced and how many subscribers that have not opened the yet. NB! If the text is underlined you can click the text and it will take you directly to more specific data on that topic, you can also access this information in the menu on the right. You can also see a column telling in percentages, how many s have been opened, how many clicked a link and how many that have unsubscribed from the , how many have marked it as spam and how many have shared the . 68

69 Link Click Rate If you have put more than one link in the campaign it could be relevant to see the full report for the most popular links, or if you have sent the campaign to more than one country it could be relevant to see the full report for the top countries. Campaign Reports Menu In the menu on the right side of the page you can gain access to all the different report data available. 69

70 NB! Please note that if you want to you can choose to export many of the reports to Excel. You can do this in the feature in the bottom right corner. Choose CSV file or Tab Delimited File and then clicking Export. A window will then open, giving you the option to open, save, or cancel. Snapshot By clicking the Snapshot link you will be taken back to the start page for the report of the chosen campaign. Recipient Activity By clicking the Recipient Activity you will be taken to an overview over all recipients: The window looks like this: In the top left corner you can choose what type of recipient information you want to view. You can then click the tab for; All recipients for a complete list. Opened for all who opened the . 70

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