Campaigner User Guide

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1 Campaigner User Guide

2 2011 j2 Global Canada, Inc. All Rights Reserved. Version 12.3 While every attempt has been made to ensure that the information in this document is accurate and complete, some typographical errors or technical inaccuracies may exist. j2 Global Canada, Inc. does not accept responsibility for any kind of loss resulting from the use of information contained in this document. This document shows the publication date. The information contained in this document is subject to change without notice. Any improvements or changes to either the product or the document will be documented in subsequent editions. This software/documentation contains proprietary information of j2 Global Canada, Inc. All rights are reserved. Reverse engineering of this software is prohibited. No part of this software/documentation may be copied, photocopied, reproduced, stored in a retrieval system, transmitted in any form or by any means, or translated into another language without the prior written consent of j2 Global Canada, Inc. The document may be printed for use of j2 Global Canada, Inc. customers only. Campaigner and the Protus logo are registered marks of j2 Global Communications, Inc. and its affiliates in the United States and/or other countries. All other names are trademarks or registered trademarks of their respective companies. Information about Protus Products and Accessibility can be found at: Page ii Campaigner User Guide

3 Table of Contents Welcome... 1 Where to Get Assistance... 3 Use and Print this Guide... 3 Access Help from the Action Bar... 3 Video Tutorials... 3 Online Resources... 4 Product Feedback Forum... 4 Campaigner Community... 4 Campaigner Blog -- Inside Campaigner... 4 Video Tutorials... 4 Customer Support... 5 About Campaigns... 7 Three Tasks to Complete an Campaign... 7 Support for Marketing Best Practices... 8 Addressing Information... 8 Unsubscribe Option... 8 Account and Contact Activities... 8 Ten Tips for Successful Marketing Choose the Appropriate Way to Convey Your Message Keep Your Subject Line Interesting and Honest Provide Valuable and Relevant Content Personalize Your Message Reinforce Brand Recognition Go Beyond Your Competitors Standards Leverage Loyal Readers Campaigner User Guide Page iii

4 8. Direct Messages Based on Interest Refine Messages Based on Past Activity Find Out What Your Customers Need Get Started Find Your Way Around Campaigner Log Out About Campaigner Wizards View the Current Status on the Dashboard Prepare to Use Campaigner From and Reply-to Addresses Images Contact Information Create and Edit s... 1 Overview of Creating and Editing s... 1 Best Practices for s... 1 Test Your Choose the Smart Builder or the Full Editor... 3 Smart Builder... 4 Full Editor... 4 About Formats... 4 Use the Smart Builder... 5 What is the Smart Builder?... 5 Create s... 6 Open an Existing Design for Editing Convert s to the Full Editor Use the Full Editor What is the Full Editor? Create s Create or Edit Designs Preview, Test, or Print s Preview an Send a Test Print an Define, Manage, and Build Contacts Contacts Overview Page iv Campaigner User Guide

5 Best Practices for Obtaining Contacts What is CAN-SPAM? Invite People to Subscribe Guidelines for Working with Contacts What Information Do You Want to Gather for Contacts? Are Contacts Already Defined in Another Resource? Can You Group Contacts by Common Characteristics or Interest? Defining Contacts Overview of Defining Contacts Choose a Method for Defining Contacts Add Contacts Manually Import Contacts by Uploading from a File Import Contacts by Pasting from a Microsoft Excel File Import Contacts from an Online Service Managing Contacts Overview of Managing Contacts View or Select Contacts Edit Contacts Define Test Contacts Specify a Preferred Format Search Contacts Using Filters Sort Contacts Unsubscribe Contacts Manually Delete Contacts Export Contacts Managing Contact Information Overview of Contact Fields View Contact Fields Types of Contact Fields Create Custom Contact Fields Edit Contact Fields Delete Custom Contact Fields Grouping Contacts Using Mailing Lists Overview of Mailing Lists View Mailing Lists and their Contacts Campaigner User Guide Page v

6 Create a Mailing List Edit a Mailing List Add or Remove Contacts from Mailing Lists Delete a Mailing List Segmenting Contacts Using Filters Overview of Segments Examples of Segments View or Select Segments View Contacts for a Segment Creating Segments Edit a Segment Copy a Segment Delete a Segment Building Contacts Using Sign Up Forms Overview of Sign Up Forms Best Practices for Building Contacts Managing Sign Up Forms Create a Sign Up Form Post a Sign Up Form Work with Usage Statistics Using Subscription Management Forms Overview of Subscription Management Forms Managing Subscription Management Forms Create a Subscription Management Form Select Recipients for Campaigns Recipients Overview Best Practices for Recipients Select Recipients from Contacts Schedule or Send Campaigns Overview of Sending Campaigns Best Practices for Sending Campaigns Schedule an Campaign Stop a Scheduled Campaign Send an Campaign Manage Campaigns Page vi Campaigner User Guide

7 Overview of Managing Campaigns View Status and Activity for Recent Campaigns Types of Campaign States View Campaigns View a Summary of an Campaign Change an Campaign Duplicate an Campaign Search Campaigns Using Filters Sort Campaigns Delete an Campaign Create, Edit and Manage Autoresponders Overview of Autoresponders Types of Autoresponders Autoresponder States View Autoresponders View a Summary of an Autoresponder Change an Autoresponder Create an Autoresponder Overview of Creating an Autoresponder Choose an Autoresponder Type Choose an Autoresponder Template Use the Autoresponder Editor Name an Autoresponder Create an Autoresponder Add a Delay Define Autoresponder Criteria Schedule an Autoresponder Overview of Scheduling an Autoresponder Schedule an Immediate Start Schedule a Future Start Schedule a Stop Manually Stop an Autoresponder Delete an Autoresponder Learn from Results Using Reports Overview of Reporting Campaigner User Guide Page vii

8 Campaign Reports Contact Reports Autoresponder Reports View Reports View Campaign Overview Report View Contact Reports Understand Opened Rates Measure Clicked Through Rates View Types for Clicks Reports Interpret Statistics About Undeliverable s Drill Down on Report Statistics Drill-downs for campaign reports Drill-downs for contact reports View Recipients Who Opened an Track Social Sharing Activity View Campaign Comparison Report View Mailing List Comparison Report View Autoresponder Overview Report Sort Campaign Reports Print Reports Export Report Statistics Delete a Report Check Accounts and Messages View or Upgrade Your Account Access Messages Manage Users Overview of User Management View Users Create User Edit User Delete User Glossary Page viii Campaigner User Guide

9 Welcome Welcome to Campaigner, a powerful marketing tool for building relationships with your clients and interest in your products or services. An campaign is a message that you send to a target audience at an appropriate time. There are many reasons to run an campaign, and it's important to think about what you want it to accomplish. Generally, campaigns are for either informational purposes (such as a newsletter that describes upcoming events) or promotional purposes (such as coupons for discounts on purchases). campaigns may also be run to inspire users, such as success stories about your services. Whatever the reason for running an campaign, set specific goals that contribute to your overall marketing strategy. For example, do you want to promote a new service or do you want to expand your market share? Once the campaign has been run, you can use metrics to measure whether its goals were met. Specific metrics depend on the goals, but may include the number of prospects that became customers in your store, the percentage increase in use of your services, or the percentage increase in readership for a newsletter. Campaigner helps you communicate with your clients using personalized and relevant campaigns. It's easy to get started by completing these three tasks: If you're new to Campaigner, take the time to look at the available learning resources to understand the variety of features available and how to use them to benefit your marking efforts. Campaigner User Guide Page 1

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11 Where to Get Assistance Use and Print this Guide If you're new to Campaigner, this guide provides content to get you started quickly, as well as detailed information about how to get the most out of Campaigner. Take a look at these sections first: About Campaigns describes the elements that comprise campaigns and the process for creating them. This section also provides great information about how to ensure you're following lawful marketing practices, as well as how to run successful campaigns by following established best practices. The Get Started section shows you how to work with Campaigner: accessing the primary areas in which you want to work (such as contacts and campaigns), using wizards, and checking your current status. This section also describes some important considerations for planning your campaigns. Access Help from the Action Bar To quickly search for topics in the Help, click the Help icon in the navigation bar, click the Search tab in the help window, and then type keywords in the Search box provided. For example, type "reports" and press Enter to display all topics that include the word reports. Video Tutorials Some topics include video tutorials, which show you effective ways to work with Campaigner, especially if you are a new user. Video tutorials are available for learning how to use the Campaigner User Guide Page 3

12 Smart Builder, send campaigns, work with mailing lists to manage contacts, and create sign up forms to obtain new subscribers. In this help, when a video tutorial is available, you start the video by clicking the Play button or the video title, as shown in the following example. Note: These links are shown only as an example. The links aren't active. Want to see this? Watch the Sending Campaigns video tutorial. Online Resources In addition to this help, Campaigner provides provide several valuable online resources for learning how to use the application and sharing experiences with other users. Product Feedback Forum Easily accessible from anywhere inside Campaigner, the Product Feedback forum lets you submit and vote on product enhancements to help improve Campaigner. You will need to log into your Campaigner account in order to use this resource. Campaigner Community Campaigner users discuss and share experiences in the online forum. As well, you can provide feedback or questions about Campaigner. We monitor this site so that we can collaborate with you and other users on an ongoing basis. For more urgent issues, contact Customer Support. Campaigner Blog -- Inside Campaigner Video Tutorials This online resource provides information about marketing trends and best practices. This resource isn't specifically about Campaigner, but provides regularly updated content, such as tips for creating effective campaigns. To enhance your understanding of marketing, you'll find podcasts, current news, and upcoming events, as well as customer spotlights to see how other users are being successful using marketing. Video tutorials show you effective ways to work with Campaigner, especially if you are a new user. Among the many video tutorials available, you can watch demonstrations of how to send campaigns, work with mailing lists to manage contacts, and create sign up forms to obtain new subscribers. Video tutorials are available from this location: Page 4 Campaigner User Guide

13 Video tutorials are also available from YouTube, along with customer testimonials, shared discussions, and valuable marketing tips for successful marketing: We add and update video tutorials on an ongoing basis, so check back occasionally to see if there's a new video of interest to you. Customer Support If you have specific questions about how to use Campaigner or if an issue occurs for which you need help immediately, contact Customer Support. This free service is available twentyfour hours a day, seven days a week. You can contact Customer Support using any of the following methods: Toll Free: International: Campaigner User Guide Page 5

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15 About Campaigns Three Tasks to Complete an Campaign Want to see this? Watch the Sending Your First Campaign video tutorial. Use Campaigner to communicate with your clients using personalized and relevant campaigns. It's easy to get started by completing these three tasks: 1. Create an that conveys your message. The is the design that conveys your message, as well as addressing information and a subject line. When creating the , keep in mind the goal of the campaign. For example, what action do you want the recipients of the to take as a result of the ? 2. Choose the recipients you want to send the to. Recipients are the people that you send the to. You choose recipients from contacts you've defined in Campaigner. To reach as many potential customers as possible, add contacts you already have to Campaigner and use sign up forms to obtain new contacts. 3. Send the campaign at an appropriate time. You can send an as soon as you finish designing it and selecting recipients. However, consider when the best time is for recipients to receive the message. For example, if a product will be in high-demand at a certain time of year, you may want to promote the product in advance, reminding your customers not to leave their purchase to the last minute. Because it's important that recipients receive s at the right time, you can choose to schedule them to be sent at a later time. Campaigner User Guide Page 7

16 Support for Marketing Best Practices It's a good idea to ensure that you are familiar with regulations related to CAN-SPAM as you are responsible for ensuring that you are compliant with this policy. Several of Campaigner's features support permission-based marketing practices. Addressing Information CAN-SPAM requires that s identify to recipients who is sending it. Campaigner displays your organization's name and address in the "From Name" and "From Address" of the header. Campaigner also displays your mailing address in the footer. You provide this information when registering, and you have the option of updating it each time you create an . If you are preparing campaigns on behalf of another business, ensure you provide the addressing information for the business you're representing. Unsubscribe Option CAN-SPAM requires that s include an unsubscribe option that lets recipients opt-out of all future campaigns or make changes to the types of communications they receive from you. Campaigner automatically includes this option in the footer message, and you can't make changes to this message without contacting Customer Support. If a recipient uses the unsubscribe option, the contact will immediately be opted-out of all future campaigns and the contact's status will be changed to Unsubscribed. If the contact updates their subscription management preferences, they can opt-in/opt-out of any mailing lists you determine should be available. The contact s status will remain Subscribed regardless of what mailing lists they choose to subscribe to. Note: If recipients communicate their wish to opt-out in other ways (for example, by telephone), you must manually unsubscribe them. Account and Contact Activities Campaigner monitors all activity based on its Anti-SPAM policy. To help maintain the reputation of your business, we will investigate activity that doesn't seem to support lawful marketing practices. Two types of activity are monitored: Account-level activity. This activity is primarily related to delivery of campaigns, such as a higher than usual number of hard bounces for an campaign. There are many reasons that deliverability issues may occur, including an ISP who has identified you as a sender of SPAM. For issues related to deliverability, contact our Postmaster team Contact-level activity. This activity is primarily related to ensuring that you are using appropriate contact sources with Campaigner. The following are examples of inappropriate contact sources: Page 8 Campaigner User Guide

17 address lists that have been purchased, regardless of the source from which the purchase was made. address lists or individual addresses obtained from web or other listings (for example, a printed business directory or association listing) without the address owner s consent. addresses belonging to a distribution or mailing list (for example, a distribution list that represents more than one address). addresses provided by an e-pending service. These third-party services provide addresses for businesses to complete their customer records. However, because address owner did not provide the address to the business, use of the address is considered to be SPAM. Our Postmaster team will work with you to help resolve activity under investigation. Some investigations may require that we lock your account or contact list. You may not be able to add contacts work with the contact list on the Contacts tab schedule or send campaigns If your account or contact list is locked and will remain locked for some time, Campaigner notifies you with an message, a notification in the Message Center, and a message on the Dashboard. For issues related to account or contact list locking, as well as ongoing investigations, contact Customer Support. Ten Tips for Successful Marketing Successful campaigns promote your business by increasing revenue, generating leads, strengthening customer relationships, increasing website traffic, and building brand awareness. The following ten tips summarize best practices that you should keep in mind when planning, designing, and executing campaigns. 1. Choose the Appropriate Way to Convey Your Message Any message can be conveyed in several ways. Choosing an appropriate method depends on the information that you want to convey and the needs of the customers you're communicating with. You ll need to experiment with options and test your messages to learn which formats work best for your customers. Generally, messages distributed using marketing can be grouped as follows: Promotional s are useful for sales and discounts. You can also leverage holidays Valentine's Day, Presidents Day, and Halloween and create specific promotions around them. Informational s usually offer advice about how to get more out of a product or service, which can help you extend its life. Information s also provide a way to Campaigner User Guide Page 9

18 deliver superior value, showing customers that you aren't just pushing a sale. For example, a clothing store might send customers tips for updating wardrobes using the latest fashion accessories. Inspirational s weave support and information together. For example, a dietitian could send messages to clients to help keep them on track. You can also use this type of to communicate success stories to build motivation. 2. Keep Your Subject Line Interesting and Honest The subject line should entice your customers, giving them a compelling reason to open the . People take less than one second to decide whether to open or delete an , so avoid vague content like "Our September Newsletter". Instead, use an interesting topic or headline from the newsletter, such as "Best Practices for Marketing" or "Inside: Exclusive Interview with Our Favorite Designers". While the subject line needs to be interesting enough to capture your customers attention, make sure that it clearly reflects the purpose and content of the . Honesty in the subject line not only builds trust with your customers, but also, increases the likelihood that they ll open, read, and act on the . Avoid using all capital letters and terms such as Free. These practices may cause delivery problems because they are often associated with SPAM. 3. Provide Valuable and Relevant Content To keep customers subscribed to your communications, you must provide quality content. Readers will quickly tire of s that aren t relevant to their needs. For example, offer something that your customers would see as valuable, such as a free newsletter or seminar about your products or services. This value-added content extends the benefits of your products or services to your customers. 4. Personalize Your Message Convey a personal and casual tone using your own voice. A nice, conversational tone lets you reach out on an individual level. It also builds rapport with your customers by encouraging two-way communication. Another way to personalize messages is to refer to recipients by name. Users have come to expect personalization, such seeing their name in a salutation (such as Hi Allison ), rather than a more generic greeting. 5. Reinforce Brand Recognition The look and feel of your message will help boost responses through brand loyalty. Ensure that your template reflects your brand by including your company name at the top of the message. If you have a company logo or colors, be sure to use them in the message as well. Consistency builds recognition. Page 10 Campaigner User Guide

19 6. Go Beyond Your Competitors Standards You need to do things better than your competitors and you need to do things differently. Stay on top of what your competitors do by subscribing to their newsletters. Give your customers valuable content that they aren t getting from the competition to give them a reason to continue doing business with you. 7. Leverage Loyal Readers Loyal customers generate the word-of-mouth recommendations that contribute to your success. When customers forward your message, they are endorsing your product or service. This word-of-mouth messaging helps overcome cynicism among potential customers. Reward customers who let you them with discounts and other offers. Make them VIPs, and let them know they get this info because they re loyal customers. People enjoy feeling special, and that they re getting something extra. 8. Direct Messages Based on Interest When subscribing to your communications, many customers may fill out a sign up form (or questionnaire). The information provided by customers can help you design campaigns based on customer interests, product preferences, or purchase history. For example, send an campaign to women when you introduce a new line of women s clothing. When possible, customize messages based on topics of interest to subscribers. Mailing lists provide an effective way to group subscribers based on common characteristics (such as gender) or interests (such as new products or promotions). You can send campaigns to specific groups of contacts based on a mailing list. 9. Refine Messages Based on Past Activity Use reports and customer information to build more targeted campaigns. For example, reward customers who open an . Similarly, send a more aggressive pitch to the people who haven t opened the in three months. You can also target campaigns based on product preferences or purchase history. Including coupons in your , either in the form of a coupon code or a printable coupon, will resonate with your customers. As well, you can track coupon redemption, which helps you keep tabs on your campaign effectiveness. If you a coupon and someone makes a purchase, you know from that one that people want what you are offering. 10. Find Out What Your Customers Need Many of the tips provided in this section rely on knowing how to meet a customer need, such as providing relevant content, writing an enticing subject line, and including offers that are valuable. Talk to all your customers, both those who act on your campaigns and those who don t. Asking customers what they need on a regular basis creates an open-door policy, and customers will be more likely to tell you how you can improve your communications to Campaigner User Guide Page 11

20 provide more value to them. You can ask recipients to reply to your campaigns. Campaigner will forward replies to you. There are many ways to communicate in an effective way to build your success through marketing. Focus on meeting your customers needs and you ll quickly find out what methods work best in your market space. Page 12 Campaigner User Guide

21 Get Started Find Your Way Around Campaigner Most of the pages you'll use in Campaigner are comprised of the main elements identified here: The Contact panel includes links for contacting us and logging out. The Navigation bar includes tabs for accessing the primary areas in which you work, as well as the Help. For example, the Campaigns tab lists your campaigns. If you need help using Campaigner, click the Help icon. The Action bar provides buttons for tasks associated with the current tab. For example, on the Campaigns tab, the Action bar shows buttons for selecting recipients for campaigns, sending campaigns, editing campaigns, and so on. You must select an campaign in the campaigns list before the Edit button is available on the Action bar. Campaigner User Guide Page 13

22 The workspace displays content for the current tab. For example, on the Campaigns tab, the workspace lists your campaigns, along with options for managing them. The total number of entries is shown at the bottom of the workspace. In the workspace, if more entries are available than can be shown on one page, you can browse additional pages. You may also be able to set the number of entries shown on each page. Log Out When you signed into Campaigner, you provided a username and password. These credentials identify you to Campaigner as an authorized user. For security, ensure that you log out of your account when you aren't using Campaigner. Campaigner automatically logs you out after a certain period of idle time. Campaigner displays a notice 15 minutes before automatically logging you out. Step Click the Logout link in the Contact panel. About Campaigner Wizards Campaigner provides several wizards to guide you through tasks: Use the Campaign wizard to create the for an campaign using the Full Editor. Use the Import Contacts wizard to define contacts in Campaigner. Use the Sign Up Form wizard to create a sign up form (and related elements) for inviting users to subscribe to your communications. For convenience, several methods are available for starting wizards. For example, start the Import Contacts wizard using the Add Contacts button on the Dashboard or the Contacts tab. Page 14 Campaigner User Guide

23 Here is a page from the Import Contacts wizard, which identifies common elements for most wizard pages. View the Current Status on the Dashboard The Dashboard tab gives you a summary of recent activity and important content, as shown in this example: Quick Links access commonly-used features: creating campaigns, adding contacts, and creating sign up forms. Campaigner User Guide Page 15

24 The Account status shows usage based on your plan. Three panels show important information for an at-a-glance summary: The Recently Modified Campaigns panel shows the last several campaigns that have been created or modified. This panel is useful when you want a quick summary of an campaign's name, status, or date and time that the most recent modifications were made. If you need more information about a particular campaign, you can view an summary. The Last Campaign Activity panel shows activity for the most recently sent campaign, with a bar chart that graphically represents campaign statistics. The name, color, and numeric data for each status appear beside the chart. A more detailed version of this campaign activity is available in an campaign report. The Contact Trends panel shows the status of contacts for the current month and the previous two months. This panel also shows you changes in growth over this time period. Ideally, you want to see this value increase over time, which would indicate that your campaigns are providing value to existing customers and are bringing in new customers. A more detailed breakdown of the contacts statuses is available in the All Contacts report. If you're new to Campaigner, these panels may not provide much information, but will be updated with relevant information as you start defining campaigns and adding contacts. Prepare to Use Campaigner If you want to get started using Campaigner right away, you can create s or define contacts, providing information at the time it's required. However, doing some advance preparation may streamline processes and help you complete tasks more efficiently. In particular, we recommend that you consider the following: addresses used in headers, including the From and Reply-to addresses images used in designs, such as your company logo contact information, such as the data that you want to track for contacts and whether you have existing contact information that you want to use with Campaigner From and Reply-to Addresses What addresses in headers will your contacts recognize? headers include the sender's address. Some headers also include an address to which replies to your from recipients will be sent (referred to as the "reply-to address"). addresses must be verified before you can use them in headers. The address you provided when registering is verified by default. If you plan to use other addresses, you may want to verify them before starting to create s. Although you can verify them when creating s, you'll need to wait for Campaigner to complete the verification process before you can continue working. Page 16 Campaigner User Guide

25 When you submit an address for verification, the following activities occur: 1. Campaigner automatically sends an to the address. This includes a confirmation link. 2. The recipient of the clicks the confirmation link. 3. Campaigner receives a response that the confirmation link has been clicked. 4. Campaigner accepts the address as legitimate, and makes it available for selection when defining headers. If you discontinue use of an address, remove it to ensure that it is not inadvertently selected when defining future headers. Removed addresses are used only if they have already been selected for scheduled campaigns. Steps to verify an address 1. From the Account menu, click Settings. 2. Click Manage addresses. 3. Type the address and click Submit. 4. Click Close. Campaigner sends a confirmation to the address you submitted. 5. Click Confirm. This button is available only after the recipient has clicked the confirmation link in the confirmation Verify that the address is available for selection in headers. Images Steps to remove verified addresses 1. From the Account menu, click Settings. 2. Click Remove addresses. 3. Select the addresses you want to remove. 4. Click Delete. 5. Click Close. What images are you going to use frequently in your campaigns? If you plan to include your corporate logo in designs, you may want to ensure that it meets guidelines for images. For example, images must be in web-compatible formats. Campaigner provides a Library where you can store images for campaigns. Because the Campaigner Library is available from Campaigner servers, you don't need to store images in a separate, possibly less accessible, online location. Campaigner User Guide Page 17

26 Contact Information What information do you want to track about your contacts? Campaigner requires that each contact has an address, but you may want to capture additional information, such as names and birthdays. Each type of information is referred to as a contact field. We recommend that you review the default contact fields and create custom fields that you plan to use before defining any contact in Campaigner. Information about contact fields is provided in Overview of Contact Fields. Is contact information already defined in another resource? If so, you can easily add them to Campaigner. Several methods of adding contacts are available, so review each method to determine the one that's best for you. Information about defining contacts is provided in Overview of Defining Contacts. Page 18 Campaigner User Guide

27 Create and Edit s Overview of Creating and Editing s An conveys your message. The message may be conveyed using a newsletter, promotion, invitation, and so on. Typically, creating the is the first step in preparing an campaign. Creating an involves defining the design, which is the content that presents the message you want to convey to recipients. header that defines the addressing information that identifies you as the sender of the and the subject line describing the content. footer that contains an unsubscribe option and the mailing address of your business. These options are required by CAN-SPAM. reply-to options used when recipients choose to reply to your , including the address where the replies will be sent and, optionally, a message acknowledging the reply. When you create an , you also define the name of the campaign. This name is used only to help you associate this with an campaign within Campaigner, and is never displayed to recipients. Best Practices for s Users have a need, whether it is to save time, money, effort, or improve productivity and success, and your message should be presented such that a need is met. A message can be presented many ways. An effective message provides value to its recipients and helps them focus on the important information you want to convey. Campaigner User Guide Page 1

28 Keep the following best practices in mind to present your message in a clear, concise, compelling, customer-centric way: Make sure that the content is relevant to message recipients. Readers will quickly tire of s that don t provide them any value. Content in an area referred to as the magic triangle is the first to register with readers. Put the most important content (such as an action you'd like recipients to take) in this area: Use images at the top of the sparingly. Large image headers or logos consume space, pushing your message too far down the page. A better use of space is to display a table of contents or your offer with small logo underneath. Placing the message at the top of the is sometimes referred to as keeping it above the fold. Use simple language and a personal, conversational tone. Using your own voice lets you reach out on an individual level and build rapport with your customers. Personalize s, such as greeting the recipient by name. Be clear about the action you want the customer to take and ask for only one action per . For example, do you want customers to visit the store or call a sales representative for a quote on services? Ensure that important or key information isn't provided in an image. Users may have interfaces configured such that images aren't displayed. As well, images won't be available at all to users who receive plain text only versions of a message. Don t think of your as paper letterhead. An message is much more flexible than paper, so be creative about your messaging. Don t match your design to your website design. People want to see something different, not a repetition of what they already know. Page 2 Campaigner User Guide

29 Keep the message to an appropriate frequency and length. A good rule of thumb is the more frequent your s, the shorter they should be. People will open a short "Tip of the Day", but almost no one wants to get something longer on a daily basis. Use easy-to-scan, bulleted text. Use white space so that the content doesn t look heavy on the screen. As well, white space lets the reader scan for the information they want. Avoid columns on the right-hand side of the message. People don t see them. Use your own name to sign off at the end of the message. People respond best to messages written by one particular person at a company who they can get to know over time. Test Your The time you invest in putting the content together is valuable to ensure that people can understand the message you're trying to convey. Before sending an , preview it to see how it will appear to recipients. You can also ask coworkers or friends for their opinion of it. Does the subject line reflect the message content? Does the content look professional? Is it clear what action the customer is being asked to take? Feedback often leads to improvements that make the presentation more effective. Choose the Smart Builder or the Full Editor When you want to create an for a new campaign, use the Smart Builder or the Full Editor. Both tools produce professional results when designing s. However, each tool offers different benefits, depending on the type of you plan to create and features you need to present your message. When you start a new campaign, you're prompted to choose which tool you want to use: Campaigner User Guide Page 3

30 Smart Builder The Smart Builder produces professional looking results with minimal options when creating newsletter s. You simply choose a predefined smart template for your design and add the text and images that convey your message. A smart template is comprised of a layout and a theme. A layout organizes the newsletter, such as the number of columns and the locations of the header and footer. A theme determines the appearance of content, such as its graphic elements and colors. After choosing the smart template, you use its content blocks to define your message. As you work, you may find that the selected layout or theme isn't suitable for the content. You can change layouts and themes at any time before sending an . When creating your , the Smart Builder displays a preview of your work. Any changes you make to the smart template or your content are displayed immediately in the preview. The Smart Builder creates s in both the HTML and plain text formats. If you choose to create the in both formats, the Smart Builder gives you access to a design editor for each format. After creating an design using the Smart Builder, you may want to convert it for use in the Full Editor. Once you convert an , you can't edit in the Smart Builder. Full Editor The Full Editor creates many types of designs, including newsletters, invitations, and promotions. This tool provides more features than the Smart Builder, such as tables and personalization options. These features are not available in the Smart Builder because they require a more advanced knowledge of web design and HTML concepts and codes. The Full Editor creates s in both the HTML and plain text formats. The Full Editor uses the Campaign wizard to guide you through the steps for creating an . If you choose to create the in both formats, the wizard gives you access to a design editor for each format. For information about design editors and choosing formats, see Design Editors for Different Formats. About Formats Two formats are available for designs: The HTML format is referred to as "content-rich". s in this format can include text, links, images, tables, and text formatting (such as font styles, colors, bold face, and so on). The plain text format contains only text and links without any formatting or images. You may be able to simulate simple tabular formats using spaces, but no table options are available for using columns or rows. Page 4 Campaigner User Guide

31 Today, most users prefer to view content in the HTML format, and you may notice higher response rates with this format. However, some users prefer the plain text format, primarily for performance reasons related to the user s device or interface. Users with visual impairments may also prefer the plain text format. You can create HTML and plain text s using the Smart Builder and the Full Editor. All of the templates provided by these tools use the HTML format. When you send an that was produced in both the HTML and plain text formats using the using the Smart Builder or the Full Editor, Campaigner sends a multi-part message comprised of both versions. The interface for each recipient determines which version to display. For any contact, you can override the interface by specifying a preferred format before sending an campaign. Use the Smart Builder What is the Smart Builder? Want to see this? Watch the Smart Builder video tutorial. The Smart Builder produces professional looking results when creating newsletter s. The Smart Builder creates s in both the HTML and plain text formats. The Smart Builder has three steps: 1. Choose a smart template for your design. A smart template is comprised of a predefined layout and theme. A layout organizes the newsletter, such as the number of columns and the placement of the header and footer. A theme determines the appearance of the newsletter, such as its graphic elements and colors. At this stage you can choose whether or not to create a plain text version of your Add the content that conveys your message. The template includes content blocks for adding your text and images. As you work, you can change the smart template if you find that another layout or theme is more suitable for your content. The Smart Builder displays a preview of the design on the same page where you define content, and displays changes immediately in this preview. Plain text design takes place after you complete your template content. 3. Provide details (such as your address and the subject line). Although you don't need to do any advance preparation before using the Smart Builder, doing so may help you work more efficiently. For information, see Prepare to Use Campaigner. After creating an using the Smart Builder, you can convert it for use in the Full Editor. Do this if you want to use features that are not available in the Smart Campaigner User Guide Page 5

32 Builder, such as editing the HTML code. However, after converting an , you can no longer open it in the Smart Builder. Create s Start the Smart Builder You create an using the Smart Builder by starting a new campaign. For convenience, you can start the Smart Builder from several locations in Campaigner. Because the Dashboard is displayed each time you log in to Campaigner, you may find it most convenient to start from this location. For information about opening an existing in the Smart Builder for editing, see Open an Exiting Design for Editing. Steps 1. On the Dashboard or the Campaigns tab, click the following button: 2. Click Start now! Using the Smart Builder. Update Your Information In your designs, some information about your company may automatically be included. For example, the mailing address you provided when registering is automatically included in the footer of all s. Depending on the selected template, other types of information may include links to your company's website or Facebook page. It's a good idea to verify your information each time you start an , making any changes necessary. Updates are applied only to the current and any s in campaigns that have not been sent. Campaigner cannot update this information for campaigns that you've already sent. After making changes, test them by previewing the . For example, click social media links to ensure they display the appropriate page for your business. Here is the page where you'll make changes to your information: Page 6 Campaigner User Guide

33 Steps 1. On the page where you select the template for your design, click Update Your Information. 2. Review the values and make any necessary changes. You can remove information by deleting the existing value from the field. 3. Click Save. Step 1: Choose the Smart Template After starting the Smart Builder, you choose a smart template for your design. A smart template is comprised of a layout and theme: A layout organizes the newsletter, such as the number of columns and the locations of the header and footer. Placeholders are provided for your text and images. If you don't want to use placeholders to define your message, a Sample Gallery provides many newsletters for different occasions and events. You can use these samples as-is or customize the content for your message. A theme determines the appearance of the newsletter, such as its graphic elements and colors. Several theme designs are available, each providing a default set of theme colors which you can change. Here are two smart templates. Both templates use the one-column layout, but each uses a different theme. You can change the smart template at any time before sending the campaign. For example, when you add content, you may find that a different layout provides a more suitable presentation. Campaigner User Guide Page 7

34 Tip: Try to finalize your template selection before adding images, particularly if you plan to edit images. Images that are resized, for example, based on a specific template may not appear as intended in a different layout. To help choose a layout and theme, the Smart Builder shows a preview of your selections from the layout, theme design, and theme colors selection panels. The preview shows any changes to the selections immediately. Here is the Smart Template page: Step to choose the layout and theme On the Smart Template page, from each selection panel, click the layout, theme design, and theme color. The layout selection panel displays either newsletters or samples. For example, if you don't see the samples, click Sample Gallery to close the list of newsletters list and open the list of samples. If more options are available than can be displayed in a selection panel, arrows appear at the top or bottom of the panel for scrolling the view. Create a plain text version If you want to create a plain text version of your , select the Create a plain text version checkbox at the bottom right. You will be able to design the plain text content after you've designed the smart template content. Page 8 Campaigner User Guide

35 Step 2: Add and Arrange Your Content After choosing the smart template for the design, add the content that conveys your message and arrange the content in the smart template. Content includes text and images. You can also define links to related content using text or images. You add and arrange content on the Content Blocks page. The Smart Builder shows a preview of the smart template in the left panel. The smart template includes different types of "content blocks" for adding text and images. When you select a content block in the preview, a form for defining it is displayed in the right panel. As you define the content block, the preview shows the updates: The form options depend on the type of content block that's selected in the preview. In this example, the Header content block is selected and, among other options, its form includes a subtitle option that can be used to identify the issue date of the newsletter. Other content block types don't include this option. For information about each type of content block and its form, see Types of Content Blocks. As you work, you can change the smart template, arrange content blocks, and add or remove content blocks. For example, you may find that another layout is more suitable when you see your content in the preview. You will be able to design the plain text version of your (if you chose to include it) after you've designed the smart template content. Step to open the Content Blocks page If you have not already done so, click Continue from the top, right-hand corner of the Smart Template page. Campaigner User Guide Page 9

36 Types of Content Blocks You add text, links, and images to your design using content blocks in the smart template. The types and number of content blocks available depend on the selected smart template. Here is an example of a template that includes all the content block types: When you select a content block, the Smart Builder displays a form for adding your content. Form options depend on the content block type. For example, the Header form includes a subtitle option that can be used to identify the issue date of the newsletter. Forms for other content block types don't include this option. Page 10 Campaigner User Guide

37 Header Form Options When you select a content block in a smart template on the Content Blocks page, the Smart Builder displays its form for defining content. Here is the form for a Header content block: An design can include only one Header content block. This content block can't be deleted. Only one image can be added to a Header content block. If you've selected a smart template in which an image has been predefined in the header and you add another image, preview the to ensure the image you've added is displayed as intended. Campaigner User Guide Page 11

38 Article Form Options When you select a content block in a smart template on the Content Blocks page, the Smart Builder displays its form for defining content. Here is the form for an Article content block: An design can include as many Article content blocks as you want. Only one image can be added to each Article content block. Article Sidebar and Social Media Sidebar Form Options When you select a content block in a smart template on the Content Blocks page, the Smart Builder displays a form for defining content. In sidebars, two types of content blocks may be available: Article Sidebar content blocks and Social Media Sidebar content blocks. In this Help, references to Article Sidebar content blocks also include Social Media Sidebar content blocks unless stated otherwise. Page 12 Campaigner User Guide

39 Article Sidebar Form Options Here is the form for an Article Sidebar content block: An design can include as many Article Sidebar content blocks as you want. Only one image can be added to each Article Sidebar content block. Social Media Sidebar Form Options Here is the form for a Social Media Sidebar content block: A smart template can include only one Social Media Sidebar content block. You can delete this content block and then (if necessary) add it again. However, you can add it only to a sidebar. Social Media Sidebar content blocks include text. Text for social media options represents the links to Twitter, Facebook, LinkedIn, and YouTube. Each social media link will be represented using the standard image for that social media type. Campaigner User Guide Page 13

40 Footer Form Options When you select a content block in a smart template on the Content Blocks page, the Smart Builder displays its form for defining content. Here is the form for a Footer content block: An design can include only one Footer content block. This content block can't be deleted. Footer content blocks include text. Text for social media options represents the links to Twitter, Facebook, LinkedIn, and YouTube. Each social media link that you define will be represented using the standard image for that social media type. Add Text Add text to your design using content blocks in the smart template. These content blocks are available on the Content Blocks page. When you select a content block, the Smart Builder displays a form for adding your content. Form options depend on the content block type. For example, the Header form includes a subtitle option that can be used to identify the issue date of the newsletter. Forms for other content block types don't include this option. For information about each type of content block and its form, see Types of Content Blocks. All types of content blocks let you type text or paste text that you've previously copied from another source. When designing the HTML version of your , the following text and paragraph options are available from the formatting bar: Page 14 Campaigner User Guide

41 Options: Font size Bold Italic Underline Font color Erase formatting Link tool Unlink tool Insert symbol Align left Align center Align right Justify Bullet list Numbered list Outdent Indent Merge Field tool When designing the plain text version of your , the following text and paragraph options are available from the formatting bar: Options: Undo Redo Insert symbol Link tool Unlink tool Merge Field tool Note: If you are typing text that represents a social media link (in Social Media Sidebar or Footer content blocks), no formatting can be applied. Step to open the Content Blocks page If you have not already done so, click Continue from the top, right-hand corner of the Smart Template page. Step to define text for a content block 1. On the Content Blocks page, in the preview, click the content block. The Smart Builder displays the form for the content block in the right panel. 2. Do one of the following: To add text, click in the form option and type the text. To paste text you've copied from another source, place the cursor in the form option and press Ctrl-V to paste. Pasted text maintains the source structure and format, if Campaigner User Guide Page 15

42 supported in the Smart Builder. For example, text bolding and paragraph justification are maintained when text is pasted into a form option, but tables are removed. 3. If you want to format text, select it and click an option in the formatting bar. For example, select text that you want to emphasize and click the Bold button on the formatting bar. 4. If you want to change the justification of a paragraph or insert a symbol, click the cursor anywhere in the paragraph and click the justification button in the formatting bar. 5. If you want to insert a symbol, click the cursor at the position where you want the symbol to appear and click the arrow in the Insert Symbol button on the formatting bar, followed by the symbol you want to insert. Add or Remove Images Images add visual interest to your message. Images can also be used for branding purposes, such as displaying your corporate logo or products. Add images to your design using content blocks in the smart template. These content blocks are available on the Content Blocks page. When you select a content block, the Smart Builder displays a form for adding content. You can add one image to each Header, Article, or Article Sidebar content block. When adding an image, its width and height may be scaled down proportionately if these dimensions are too large for the content block. When an image is automatically scaled down, a warning symbol appears in the content block form: Tip: If this symbol appears, try to reduce the file size of the image to avoid sending bloated s. You add images from these source locations: the Campaigner Library Because the Campaigner Library is available from Campaigner servers, you don't need to store images in a separate, possibly less accessible, online location. If the image you want to add isn't already in the Library, you can add it. a publicly accessible online location, such as your website. These images are referred to as "external images". Note: To customize an image for an design, including resizing it, you can edit it. When working with images, it's a good idea to preview the design. For example, for Header content blocks, if you've selected a theme in which an image has been predefined and you add another image, preview the to ensure that both images are displayed appropriately. For more tips on working with images, see the image guidelines. You can delete images from an design or from the Library to free up space for new images. Before deleting images from the Library, ensure they aren't being used in any active Page 16 Campaigner User Guide

43 campaign or recipients will see broken links (or some other representation) for the missing images. Step to open the Content Blocks page If you have not already done so, click Continue from the top, right-hand corner of the Smart Template page. Steps to add or replace a Library image 1. On the Content Blocks page, in the preview, click a Header, Article, or Article Sidebar content block. 2. In the content block form, click the Insert Image button. Insert Image 3. On the Upload New Image tab, click Browse. 4. Locate the image and double-click it. 5. If the image already exists in the Library and you want to replace it with a new version, select Update if image already exists. 6. Click Upload to the Library. 7. Click Cancel. Steps to add an image to a content block (one image per content block) 1. Ensure the image is an appropriate size (or resolution) for designs. 2. On the Content Blocks page, in the preview, click the content block. 3. In the content block form, click the Insert Image button. Insert Image button 4. Do one of the following and then click Insert: To add an image from the Library, on the Image Source tab, click Choose an Image from the Library and click the image name. To add an external image, on the Image Source tab, click Enter an external image location and specify the location and filename (or URL) of the image, as shown in these examples: An easy way to specify the URL is to copy it from the source location and paste it in this box. Alternatively, you can type the URL. To select from recently specified URLs, click the arrow on the right-hand side of the text box. Campaigner User Guide Page 17

44 5. If the image is not positioned in the content block where you want it to appear, click the appropriate button in the Style area of the content block form. For example, click this button to position the image in the top-right corner of the content block: Tip: Quickly resize the image by dragging the marker in the Size option to increase or decrease the image dimensions. However, be aware that changing the width and height does not change the image file size. Steps to delete an image from a content block 1. On the Content Blocks page, in the preview, click the content block that contains the image. 2. Beside the Image box, click the Trash button. Trash button Steps to delete a Library image 1. On the Content Blocks page, in the preview, click a Header, Article, or Article Sidebar content block. 2. In the form, click the Insert Image button. Insert Image 3. On the Image Source tab, click Choose an Image from the Library and click the image name. 4. Click the "x" beside the image name. 5. Click OK. Guidelines for Images Images are an important way to add visual interest to HTML designs. Keep the following guidelines in mind when using images. Interface Configurations Images are displayed only if the recipient's interface is configured to show them. You may want to educate your contacts, explaining to them how to configure their interface to display images. You can also ask contacts to add your address to their address book or "safe senders" list. Page 18 Campaigner User Guide

45 You can preview how an design will appear both with and without images to recipients. Image Format Use web-compatible image formats: JPG, GIF, or PNG. Image Source Location and Filename When a recipient views an , Campaigner accesses any images from their source locations. For example, say that you added your corporate logo (named logo.jpg) from the Library to the design. When a recipient opens the , the logo.jpg image is retrieved from the Library for display in the . If logo.jpg no longer exists in the Library, the image will be missing from the . Depending on the interface being used, the image may be represented in the by a broken link or placeholder. To avoid missing images, ensure that, for the entire life cycle of the campaign, its images remain available from the source locations and that the filename isn't changed. Number of Images and SPAM While images can be used effectively to convey information, ensure they provide visual impact. A good way to do this is to use a few images in the overall message, and locate the most important image in the magic triangle. s that contain more images than text may be identified as junk mail or SPAM by some providers. Similarly, avoid using a single image (with little or no text) to convey your message. Image Dimensions Relative to the Design Keep the dimensions of images in proportion with the size of the design. For example, a product image that's 400 pixels high by 300 pixels wide may consume a significant amount of display space in the design, and may push more important information out of the magic triangle. Image Dimensions and File Size There are two reasons to keep the file size of images to a minimum: The number of images you can store in the Library depends on how much space they consume. Storing images that are larger than necessary in the Library means that you'll be able to store fewer images. Sending unnecessarily large s can annoy users, who may then choose not view it, or worse, unsubscribe from your communications. The most effective way to avoid sending bloated s is to minimize the file size of their images. Whether an is too large depends on the nature of the , but as a general guideline, an of a few hundreds of kilobytes warrants caution. An of a few thousand kilobytes would be problematic for most users. Campaigner User Guide Page 19

46 You can reduce the file size of images using the Image Editor when adding or editing images in the design. For example, in the Image Editor, resize the image to smaller dimensions or crop the image. The file size of the image will be reduced without losing much image clarity. Note: You can change the dimensions of an image in the design, without using the Image Editor. However, while the width and height of the image may be reduced, the file size does not change. Open an Existing Image for Editing Edit images to customize them for an design. You may also want to edit images to conserve storage space in the design or Library. For example, resizing or cropping an image to half its original proportions reduces the file size of an image while maintaining the image clarity. To edit an image, you open it in the Image editor and then make changes. For information about making changes, see Edit Images. Tip: You can edit an image at the same time as you add it to a content block. Steps 1. On the Content Blocks page, in the preview, click the content block that contains the image. The Smart Builder displays the form for the content block in the right panel. 2. Below the Image box, click the Edit Image button. Edit Image Edit Images Edit images to customize them for an design by resizing, cropping, flipping, or rotating them. Editing images can also help to conserve storage space in the design or Library. For example, resizing or cropping an image to half its original proportions reduces the file size of an image while maintaining the image clarity. You edit images in the Image Editor. Several methods are available for opening an image in this editor, depending on whether you're using the Smart Builder or the Full Editor. However, the editor itself is the same once an image is open: Page 20 Campaigner User Guide

47 All edited images are saved to the Library. If an image with the same name already exists, you can replace it or save the edited version using a different name. If you edit an external image, you cannot save the edited version to the original, external location. When working with images that were resized in the design, the Image Editor shows the original size of the image that was inserted and the current size in the design. These values are displayed in the Resize area of the Image Editor, and are useful for comparison when using the Resize options. To ensure that edited images appear in designs as expected, always preview s before sending campaigns. Steps to resize an image 1. Select the Resize Proportionately checkbox if you want the current proportions of the image to be maintained when changing the width or height. 2. Do one of the following: In the Resize area, drag the Width or Height bar to the left to decrease the measurement or to the right to increase it. To make incremental changes, click the arrow at either end of the bar to change the size by one pixel. Type a pixel value in the Width or Height box. If you chose Resize Proportionately in Step 1, set only the width or height value. The remaining value is determined based on the relative proportions of the image. Steps to crop an image 1. Click Enable Crop. The Image Editor displays a dotted line rectangle that represents the portion of the image that will be retained when cropping is complete. 2. With your mouse cursor, click and drag the corners of the crop box to size it, and drag the crop box to move it over the area of the image you want to retain. Campaigner User Guide Page 21

48 You can drag a corner of the crop box when the cursor changes to a double-headed arrow as you hover the cursor over the corner. To move the crop box, the cursor changes to a four-headed arrow when hovering the cursor in the center of the box. If you find it difficult to activate the corners or drag the crop box, you can type values in the Crop boxes. The x and y values position the box relative to the top, left corner of the image. The Width and Height boxes determine the size of the crop box. 3. Click Save. Steps to flip or rotate an image 1. If the flip or rotate options aren't displayed, click the Flip and Rotate arrow. 2. Click one Flip option and one Rotate option. For example, to only flip the image vertically, click Vertical from the Flip options and None from the Rotate options. Step to discard changes to the image since it was opened in the Image Editor Click Reset. Steps to save the edited image to the Library 1. Do one of the following: If you want to replace an image that already exists with the edited image, type the name of the existing image and select Update Library if Image Already Exists. If you want to save the edited image as a new image, type a new name and clear Update Library if Image Already Exists. 2. Click Save. Link to Related Content or Add links to designs to give recipients convenient access to related content. For example, your corporate logo can be an image link to your website. The location or content displayed when a recipient clicks a link is referred to as the link destination. Note: Social media links in Social Media Sidebar and Footer content blocks are not defined using the procedures described in this topic. These links are defined by typing the text that represents the URL. For information, see Add Text. Several types of links are available. You can create web location links to publicly-accessible destinations, such as your website, an online document, or an online video tutorial. anchor links to content in the same , such as table of contents entries to their appropriate topics. links to automatically generate messages with a predefined header (which includes the sender address and subject line). Quicklinks to pre-defined Campaigner links or links you create & store. Page 22 Campaigner User Guide

49 Tip: Keep the number of links in an to a minimum. Providing only one or two links allows users to focus on them, increasing the clicked through rate. You can edit or remove links at any time before sending the campaign. After you send an campaign, Campaigner tracks recipients' activity related to web location links to help you assess what works and what doesn t work for your customers, in your markets. Campaigner displays this activity in the campaign report for the in which the link is used. For example, you can view a preview of the design showing the percentage of recipients who clicked each trackable link. Anchor and links cannot be tracked. Once an campaign is sent, you can only edit only link destinations for its tracked web location links. Note: If you add links to the contents of your subscription management forms, these links will not be tracked. Add Web Location Links Web location links to publicly-accessible destinations may be represented by text or images. For example, your corporate logo may link to your website. For each link, you can define a tooltip, which typically provides a user-friendly description of the link destination. Depending on the interface, a tooltip can appear when a recipient hovers the cursor over the link. When defining a web location link, you can change the following default options for linktracking: whether link activity is tracked. If you turn off link tracking, the campaign report will provide no information about activity for this link. the reporting name that identifies the link in the campaign report, if link activity is turned on. Campaigner assigns each link a default reporting name, but you may want to change it if another name is more meaningful to you. Steps 1. On the Content Blocks page, in the preview, click the content block. The Smart Builder displays the form for the content block in the right panel. 2. Do one of the following: For a text link, in the form option, select the text that you want to represent the link and click the link symbol on the Link tool from the formatting bar. For an image link, in the Image form option area, click the link symbol on the Link tool. Link tool 3. On the Hyperlink tab, in the URL box, type the link destination. Campaigner User Guide Page 23

50 We recommend that you use full URL format, such as: Tip: Click the Test link to open the link destination, verifying that the URL is defined correctly. 4. For text links, if you want to change the text that represents the link or if you didn't select text in Step 1, type the text in the Link Text box. 5. In the Tooltip box, type the user-friendly text to appear as the tooltip. 6. If you don't want to track activity for this link, clear the Track Clicks box. 7. If the Track Clicks box is selected and you want to change the reporting name, type the new name in the Reporting Name box. 8. Click OK. Add Anchor Links When creating anchor links to related content in the current , you mark the link destination (the location in the you want displayed when the recipient clicks the link) using an anchor define the link by specifying the name of the anchor Optionally, you can define a tooltip, which typically provides a user-friendly description of the link destination. Depending on the interface, a tooltip can appear when a recipient hovers the cursor over the link. Steps 1. On the Content Blocks page, in the preview, click the content block. The Smart Builder displays the form for the content block in the right panel. 2. Do one of the following: For a text link, in the form option, select the text that you want to link to and click the link symbol on the Link tool from the formatting bar. For an image link, in the Image form option area, click the link symbol on the Link tool. Link tool 3. On the Anchor tab, type a name for the anchor (for example, Introduction). 4. Click OK to create the anchor. 5. Do one of the following: Page 24 Campaigner User Guide

51 For the text that you want to link to the anchor, in the form option, select the text and click the link symbol on the Link tool from the formatting bar. For an image that you want to link the anchor to, in the Image form option area, click the link symbol on the Link tool. 6. On the Hyperlink tab, select the anchor from the Existing Anchor list. 7. In the Tooltip box, type the user-friendly text to appear as the tooltip. 8. Click OK. Add Links When creating an link, you define the address to which the message will be sent and a subject line. Steps 1. On the Content Blocks page, in the preview, click the content block. The Smart Builder displays the form for the content block in the right panel. 2. Do one of the following: For a text link, in the form option, select the text that you want to represent the link and click the link symbol on the Link tool from the formatting bar. For an image link, in the Image form option area, click the link symbol on the Link tool. Link tool 3. On the tab, type the address to which the message will be sent. 4. Type the subject of the message. 5. Click OK. Add Quicklinks Quicklinks are a set of frequently-used links that Campaigner stores for you. Quicklinks may be represented by text or images. Each Quicklink has default link text; if you do not apply a Quicklink to an image or an existing piece of text, Campaigner will insert the Quicklink's default text into your campaign content at the location you clicked. Unless otherwise specified, a Quicklink's default text will be used as the tooltip for linked images and text links. Quicklinks have the following link-tracking characteristics: Quicklink activity is always tracked. Campaigner User Guide Page 25

52 The reporting name that identifies the link in the campaign report is the Quicklink text. For more information on Quicklinks, see Manage Quicklinks. Steps to add via the recently-used list 1. On the Content Blocks page, in the preview, click the content block. The Smart Builder displays the form for the content block in the right panel. 2. Do one of the following: For a text link, in the form option area, select the text that you want to represent the link and click the blue arrow on the Link tool from the formatting bar. To use a Quicklink's default text, in the form option area, place your cursor where you want the text link to go and click the blue arrow on the Link tool. For an image link, in the Image form option area, click the blue arrow on the Link tool. Link tool A pop-down menu appears listing the Quicklinks you last used. 3. Click the Quicklink name you want to insert into your . If the Quicklink you want to insert isn't in the list of recently-used Quicklinks, click the More... option at the bottom. See Steps to add via the Quicklink tab, below. Steps to add via the Quicklink tab 1. If you haven't already, do one of the following: For a text link, in the form option area, select the text that you want to represent the link and click the link symbol on the Link tool from the formatting bar. To use a Quicklink's default text, in the form option area, place your cursor where you want the text link to go and click the link symbol on the Link tool. For an image link, in the Image form option area, click the link symbol on the Link tool. Link tool Alternatively, you can click the blue arrow on the Link tool and click the More... option at the bottom of the list. This will take you directly to the Quicklink tab (skip to Step 3). 2. Click on the Quicklink tab. 3. From the Quicklink list, click the link you want to add to your Click Insert. Page 26 Campaigner User Guide

53 Edit or Remove Links You can edit or remove links at any time before sending an campaign. For example, you may edit a link to specify a different link destination, tooltip, or tracking options. If you remove a link, the Smart Builder leaves the text or image that represents it. For example, if you've linked your corporate logo to your website and you remove the link, the Smart Builder doesn't remove the corporate logo. After sending an campaign, you can edit the destination of tracked links. For example, if an design includes a link to your privacy document and you move the document to a different location, you'll need to change the link destination so that Campaigner can find it when recipients click the link. Campaigner provides several methods to edit links. The method you choose depends on the types of changes you want to make, whether links are tracked, and whether the campaign has been sent. You can edit links directly in the Smart Builder Use this method if you are editing only a few links (either tracked or untracked) for an campaign that has not been sent. You must also use this method for link properties that are only available using this method. For example, you must edit untracked links and tooltips using this method. edit a list of tracked links Use this method if you are editing link destinations or tracking options for several tracked links at the same time for an campaign that has not been sent. Tracking options include whether a link is tracked and the reporting name used to represent a link in campaign reports. After sending an campaign, use this method if you need to change link destinations for tracked links. Steps to edit a link in the Smart Builder 1. On the Content Blocks page, in the preview, click the content block. The Smart Builder displays the form for the content block in the right panel. 2. Do one of the following: For a text link, in the form option, put the cursor in the text that represents the link and click the link symbol on the Link tool from the formatting bar. For an image link, in the Image form option area, click the link symbol on the Link tool. Link tool Campaigner User Guide Page 27

54 3. Edit the properties. The available properties depend on the link type. For example, for a web location link, in the ToolTip box, type a user-friendly description of the link destination. 4. Click OK. Steps to edit a list of tracked links for an campaign 1. On the Campaigns tab, click the campaign row, without clicking any links in the row. 2. From the Action bar, click More, Edit Trackable Links. 3. Click the tab for the format that contains the trackable links you want to edit. 4. If you no longer want to track a link, clear the checkbox beside its reporting name. You cannot turn off link tracking if the campaign has been sent. 5. If you want to change the reporting name, type the new name in the Reporting Name box for the tracked link. You cannot change the reporting name if the campaign has been sent. 6. If you want to change the link destination, type the new destination in the Link box for the tracked link. 7. Click OK. Step to remove a link Do one of the following: For a text link, in the form option, select at least one character of the text that represents the link and click the Unlink tool from the formatting bar. For an image link, in the Image form option area, click the Unlink tool. Unlink tool Manage Quicklinks Quicklinks are a convenient way to store and access the links you use frequently in your campaigns. Quicklinks come in two varieties: Pre-defined Campaigner links. User-defined links. You can create, delete, add, or remove Quicklinks at any time before sending an campaign. Quicklinks are accessed via the Link tool in the Full Editor and the Smart Builder. Link tool in the Smart Builder Page 28 Campaigner User Guide

55 Link tool in the Full Editor (Note: Does not include the arrow portion and associated recently-used list functionality.) Using the Link tool, you can view and select from a list of recently-used Quicklinks (Smart Builder only), or you can access the Quicklink tab to view all available Quicklinks. On the Quicklink tab, you can also: create a Quicklink. delete a Quicklink. Quicklinks cannot be edited. If you need to change a Quicklink, you must delete and recreate it. For information on how to add/remove Quicklinks inside campaign content, please see: Link to Related Content or for the Smart Builder. Link to Content Using Quicklinks and Remove Links for the Full Editor. Campaigner tracks Quicklink activity by default and uses the Quicklink default text as the reporting name. These settings cannot be changed. Once an campaign is sent, you can edit Quicklink destinations for web location links. Note: address Quicklinks cannot be tracked. Pre-defined Campaigner Links Campaigner pre-creates a number of helpful links that automatically appear in your Quicklinks list. This selection of links is designed to provide you with a few basic components that you may choose to use in your campaigns, including: social media links. These will appear in your Quicklinks listing if you included your social media information in your profile. Like, +1, and Tweet links. These links allow you to Like (on Facebook), +1 (on Google+), and Tweet (on Twitter) the sharable online version of your , if enabled. your website link. This will appear in your Quicklinks listing if you included your website's URL in your profile. an unsubscribe link. Allows you to easily place an unsubscribe link anywhere in your campaign content. a Share Online link. This link provides recipients with direct access to an online version of the HTML that they can share via social media or other websites. etc. Pre-defined Campaigner Quicklinks cannot be deleted from your Quicklinks list. User-defined Links You can create your own Quicklinks. These are typically web location links that drive recipients to places that feature campaign-related content, such as your company website. Campaigner User Guide Page 29

56 Create a Quicklink Steps to create a Quicklink in the Smart Builder 1. On the Content Blocks page, in the preview, click a content block. The Smart Builder displays the form for the content block in the right panel. 2. Click in the form option area and do one of the following: From the formatting bar, click the blue arrow on the Link tool icon and then click the More... option in the pop-down menu. From the formatting bar, click the link symbol on the Link tool icon. Link tool 3. Click on the Quicklink tab. 4. Provide the link text and link URL in the text boxes below the Quicklink list. Keep in mind that the link text will be used for link-tracking purposes. 5. Click + Add. Steps to create a Quicklink in the Full Editor 1. In the Full Editor, select the content that you want to represent the link. 2. Click the Link tool. Link tool 3. Click on the Quicklink tab. 4. Provide the link text and link URL in the text boxes below the Quicklink list. Keep in mind that the link text will be used for link-tracking purposes. 5. Click + Add. Delete a Quicklink Steps delete a Quicklink in the Smart Builder 1. On the Content Blocks page, in the preview, click a content block. The Smart Builder displays the form for the content block in the right panel. 2. Click in the form option area and do one of the following: From the formatting bar, click the blue arrow on the Link tool icon and then click the More... option in the pop-down menu. From the formatting bar, click the link symbol on the Link tool icon. Link tool 3. On the Quicklink tab, click the link you want to delete. Page 30 Campaigner User Guide

57 A Delete icon will appear to the left of the selected row. 4. Click the Delete icon. Steps delete a Quicklink in the Full Editor 1. In the Full Editor, place your cursor anywhere in the design area. 2. Click the Link tool. Link tool 3. On the Quicklink tab, click the link you want to delete. A Delete icon will appear to the left of the selected row. 4. Click the Delete icon. Work with Merge Fields HTML and plain text designs can be personalized for individual recipients, which tends to increase response rates for campaigns. For example, a personalized greeting (such as "Hi Allison" or "Hi Greg") is more friendly and inviting to customers than a generic greeting. Personalize s using merge fields. For example, the merge field [Contact.First Name] represents the value defined for each contact's first name. You may choose to include this merge field in the design as part of the greeting: Hi [Contact.First Name], When sending the campaign, Campaigner substitutes each recipient's first name. For example: Hi Allison, Each merge field represents one contact field. For example, the [Contact.First Name] merge field represents the First Name contact field. This relationship is important to remember. If no contact information is available for a merge field when Campaigner sends the campaign, the default value for the contact field is used. For example, if the default value for the First Name contact field is "n/a", Campaigner displays "Hi n/a" in the sent to recipients for which no first name is available. A more meaningful default value is "Customer" or "Subscriber". For information about contact fields and how to define default values, see Overview of Contact Fields. Add Merge Fields in the Smart Builder Add merge fields to personalize designs. You add merge fields via the Merge Field tool on the formatting bar: Merge Field tool After adding a merge field to an design, test it to see how Campaigner will substitute different types of values when the campaign is sent. Campaigner User Guide Page 31

58 Steps 1. On the Content Blocks page, in the preview, click the content block. The Smart Builder displays the form for the content block in the right panel. 2. Position the cursor where you want to add the merge field and click the Merge Field tool from the formatting bar. Merge Field tool The Insert Merge Field dialog will appear. 3. Click the field you want to add to your Click Insert. Change the Smart Template Layout or Theme The smart template determines the layout and theme for your design. Choosing the smart template is the first step in creating an . As you add content, however, you may find that the layout or theme is no longer suitable. You can change these options at any time before sending an campaign. If you change the layout, the Smart Builder adjusts existing content blocks to the new layout. Any content you've already defined will be available in content blocks in the new smart template, with the exception of sidebars. If you change from a layout with a sidebar to a layout without a sidebar, any sidebar content blocks will no longer be available. If you change the layout again to one that uses a sidebar, the content blocks and any previously defined content will appear. Steps 1. On the Content Blocks page, click Layout or Theme. 2. Select the new layout, theme design, or theme colors from the selection panels. Arrange Content Blocks You can move Article and Article Sidebar content blocks to another position in a layout. Page 32 Campaigner User Guide

59 Each type of content block belongs to specific zones in a layout and can't be moved out of them. For example, you can move an Article Sidebar content block to any position in a sidebar, but you can't move this type of content block to a location outside of the sidebar. Steps 1. On the Content Blocks page, in the preview, click the content block. 2. Drag the Move button in the selected content block until it is in its new location. Move button Add or Remove Content Blocks You can add Article and Article Sidebar content blocks to a layout. You can also remove these types of content blocks from a layout. You can add as many Article and Article Sidebar content blocks as you want. If you've previously deleted the Social Media Sidebar content block, you can re-add it. Steps to add a content block 1. On the Content Blocks page, in the preview, click the content block above or below the position where you want to add the new content block. 2. Click the Add Above button or the Add Below button in the selected content block. Add Above button Add Below button 3. If you're prompted to choose the type of content block to add, click the type and click OK. Steps to remove a content block 1. On the Content Blocks page, in the preview, click the content block. 2. Click the Trash button in the selected content block. Trash button Save Your Design When working on an design in the Smart Builder, you may make changes and then decide that you don't want to keep them. For this reason, changes are not saved automatically. Step On the Content Blocks page, in the preview, click Save. Campaigner User Guide Page 33

60 Step 3: Define Details Details Overview details include the: name that uniquely identifies this campaign in Campaigner. This name is never displayed to recipients. header that specifies the name and address that you want to appear as the sender of the , and the subject line. reply-to options for handling responses to your from recipients, such as the address to which you want replies sent and the autoreply message. subscription management options that allow recipients to manage their mailing list subscriptions as well as their contact information. mailing address of the sender of the , as required by CAN-SPAM. Social Sharing options for recipients who may want to share your campaign over social media channels. viewing options available to recipients who may want to view the in a browser. encoding that allows you to enforce a specific character set, which helps the recipient s client identify and properly display any special characters in your content. Google Analytics options that provide you with additional tracking capabilities if you have a Google Analytics implementation on your site(s). You define details using this page. If you need more room to work on the page, you can hide some of the content by clicking the arrow beside the More Options header. Page 34 Campaigner User Guide

61 Define the Campaign Name Every campaign must have a unique name that identifies it in Campaigner. For example, the Campaigns tab lists all campaigns, showing the name for each one. This name is never displayed to recipients of an campaign. Step On the Details page, in the Campaign Name box, type a unique name that meaningfully identifies this campaign. Define the Header An header includes the following: From Name (for example, Campaigner) From Address (for example, campaigner.com) Subject (for example, "Inside: Exclusive Interview with Our Favorite Designers") Together, the From name and address indicate to recipients who is sending the . Use your company or brand name (or other identifying information that won't change as a result of internal business changes) for consistency to maximize recognition. Consistent Campaigner User Guide Page 35

62 sender information helps to maintain the trust relationship with your recipients that you need to get the delivered and opened. Note: The From address must be verified as legitimate before you can use it in an header. You can provide an address that has not been verified, but you cannot continue working on the until the verification is complete. To avoid delays, we recommend that you verify addresses before starting campaigns. The subject should entice your customers, giving them a compelling reason to open the . Use a subject line that clearly reflects the purpose and content of the . For more information about writing good subject lines, see Ten Tips for Successful Marketing. Steps 1. On the Details page, in the From Name box, type a user-friendly name that your customers will recognize (such as Campaigner). 2. In the From Address box, select the address associated with the From Name (such as campaigner.com). If the address you want to use is not listed, click Manage Addresses. Type the address and click Submit. You must wait for Campaigner to verify the address before you can continue. 3. In the Subject box, type a description of the content that is accurate and interesting. Handling Replies from Recipients When recipients receive your , they may reply to it. For example, recipients may want to request more information about a promotion described in the . These replies are encouraging because they indicate that recipients are interested in your message. For recipients that use the Reply option when viewing your , you can specify several options that determine the handling of the reply message. These options are related to the reply-to address (the address to which the reply will be sent) autoreply message that can be sent by Campaigner to acknowledge that you've received the reply Reply-to Address Options When a recipient uses the Reply feature to respond to your , another is produced for the response, with the return (reply-to) address automatically filled out. By default, replies are sent to the address provided when registering with Campaigner. Note: You can change the address to which replies are sent, but the new address must be verified as legitimate before you can continue working on the . To avoid delays, we recommend that you verify addresses before starting campaigns. By default, the reply-to address is modified so that the recipient doesn't see the actual address to which the will be sent. For example, cookiecompany.com may be displayed as As an alternative, you can choose to display the actual address to which replies will be sent as the return address. Page 36 Campaigner User Guide

63 When receiving replies where the modified version of the reply-to address is used, Campaigner filters messages to discard out-of-office alerts and gathers statistics for campaign reports (such as the number of replies). If you choose to display the actual address as the reply-to address, Campaigner won't perform these tasks. Steps 1. On the Details page, in the Reply-to Address box, click the address to which replies from recipients will be sent. 2. If the address you want to use is not listed, do the following: Click Manage Addresses. Type the address and click Submit. You must wait for Campaigner to verify the address before you can continue. 3. If you do not want to use a modified version of the reply-to address and track replies, select Do Not Track Replies. Autoreply Message Options The autoreply message is an that Campaigner automatically sends to a recipient after receiving their reply message to your . Although sending an autoreply message is optional, it's is a convenient and important way to let users know that you ve received their reply and when they can expect your response. For example: Thank you for contacting us. We have received your and will respond within the next 24 hours. Tip: Ensure that you follow up in the given timeframe to maintain and build on the trust that you want with your customers. Steps 1. On the Details page, in the More Options area, click Change. 2. Click Send this custom autoreply message. 3. In the From Name box, type the sender s name (for example, Campaigner). 4. In the From Address box, click the sender s address. If the address you want to use is not listed, click Manage Addresses. Type the address and click Submit. You must wait for Campaigner to verify the address before you can continue. 5. Type a subject that indicates what the message is about. 6. Type the message. 7. Click Save. Steps to specify that no autoreply message is to be sent 1. On the Details page, in the More Options area, click Change. Campaigner User Guide Page 37

64 2. Click Do not send an autoreply message. 3. Click Save. Provide Subscription Management Options Campaigner automatically places a footer message at the bottom of each of your campaigns. This footer message is critical, as it directs your recipients to a set of subscription management forms, where they can update their preferences and/or unsubscribe. Footer Message Options The footer message contains brief instructional text accompanied by one or more links that direct the recipient to your subscription management forms. Campaigner provides a default footer message (shown above). If you want to create your own, you can do so by contacting Customer Support. The footer message you choose will appear in the preview, so you can see the way it will look in your final design before you send your campaign. Steps to specify which footer message to send 1. On the Details page, in the More Options area, click Choose Footer Message... The Footer Message dialog appears. 2. Choose the message that will appear at the bottom of your campaign. Note: The HTML and Plain Text footer messages may vary. 3. Click OK. Subscription Management Options The footer message links to a specific subscription management form group. Subscription management forms provide contacts with a way to modify their subscriptions to your communications (such as adding themselves to or removing themselves from your various mailing lists), to update their information, and to unsubscribe from all your communications. Campaigner provides default subscription management forms. Create your own forms to tailor content and layout to a specific campaign or mailing list. Page 38 Campaigner User Guide

65 For information on subscription management forms, see Overview of Subscription Management Forms. Step to specify which subscription management form group to use On the Details page, in the Subscription Management box, click the name of the subscription management form group you want to use for the campaign. Reach out Through Social Sharing Want to see this? Watch the Social Sharing video tutorial. Enabling the Social Sharing feature for an campaign allows you and your subscribers to Share With Your Network (SWYN) and extend the reach of your message, to identify your influencers (who shares your s the most), and to grow your list. Social Sharing-enabled campaigns have two components: the campaign This is the campaign that you create using the Smart Builder or the Full Editor and that you send to your subscribers. To invite your recipients to share your message, include a Share Online or specific social sharing (e.g. Like on Facebook) Quicklink in your design. the sharable online version of the campaign This is an online version of the Social Sharing-enabled campaign that viewers can access from their browser. This version is given a unique URL and is outfitted with the Campaigner Sharebar, which allows viewers to perform a variety of actions in response to the campaign, including posting about it on popular social media channels. Note: The sharable online version of an campaign and the view online functionality are not the same thing. Enabling Social Sharing for an campaign allows viewers to easily link to and share that campaign from other sites or blogs. You can enable Social Sharing for HTML campaigns created in both the Smart Builder and the Full Editor. Because it is meant for a wide audience, the sharable online version of a Social Sharingenabled campaign does not support personalization (i.e. Merge Fields). Any Merge Fields included in the campaign design will display the field's default value when viewed in the sharable online version. The sharable online version of a Social Sharing-enabled campaign remains available until the campaign is deleted. Here is a sample workflow that includes the Social Sharing feature: 1. Create an campaign. You must have an HTML version of the campaign. The Social Sharing feature cannot be enabled for a plain text only campaign. Campaigner User Guide Page 39

66 Encourage recipients to share your content by including a Share Online Quicklink in your design. Recipients will click this link to view and share the sharable online version of your . Make it easy for your recipients to share your content with their friends on Facebook by adding a 'Like on Facebook' Quicklink to your design. Similar Twitter, LinkedIn, and Google+ Quicklinks are also available. 2. Enable the Social Sharing feature for the campaign. On Step 3 of the campaign creation process, enable Social Sharing. Note that there are other places you can go to enable Social Sharing (pre-send and postsend). To allow non-subscribers that view the sharable online version to join your list(s), choose to include a sign up form when you enable Social Sharing. A convenient button linked to the specified sign up form will appear on the Campaigner Sharebar. 3. Send the campaign and start sharing. Use the Campaigner Sharebar options yourself to post on Facebook, Twitter, or other service. Link directly to the sharable online version of your campaign. Tip: A quick way to publicize your campaign is by linking to the sharable online version from your website or blog. 4. Monitor the views you receive from different social media channels as a result of sharing your campaign. The campaign report for the campaign you shared will feature stats on unique visits to the sharable online version of your campaign for each social media channel. Choose the Social sharing activity report view to see these stats. Compare these stats with those from the sign up form you chose to include (if any) on the sharable online version of your campaign. Note: Views and clicks on the sharable online version of your campaign will not be included as part of the 's campaign activity. Learn more about the Campaigner Sharebar. how you can track Social Sharing activity. See how to enable Social Sharing for an campaign. view the sharable online version of a Social Sharing-enabled campaign. Use the Campaigner Sharebar The Campaigner Sharebar appears at the top of the sharable online version of any campaign you enable Social Sharing for. The bar allows viewers to perform a variety of Page 40 Campaigner User Guide

67 actions in response to the campaign, including interacting with popular social media channels. Campaigner Sharebar Here are the Campaigner Sharebar actions: Like the sharable online version of the campaign on Facebook. Tweet about the campaign on Twitter. Post about the campaign on LinkedIn. +1 the sharable online version of the campaign on Google+. a link to the sharable online version of your campaign using your default mail client. Print a hard copy of the sharable online version of the campaign. Go to a sign up form. (This is optional. See details.) Enable Social Sharing for an Campaign To share an campaign online, you have to: 1. Enable the Social Sharing feature for the campaign you want to share. You can do this in any of these three ways: on Step 3 of the campaign creation process. from the Campaign Summary page. by using the Action bar. 2. Start sharing your campaign. Here are some ideas on how you can start the buzz: View the sharable online version of your campaign and click the Like and/or Share buttons on the Campaigner Sharebar to link to your campaign on your various social media pages. Include a Share Online Quicklink in your content. This will allow your recipients to easily share your campaign with their friends online. View the sharable online version of your campaign and copy the URL in the address bar. You can paste this URL into a post on your blog, feature it in the news section on your website, etc. Campaigner User Guide Page 41

68 An campaign must be saved as a draft before you can enable Social Sharing for it. When you update/change a Social Sharing-enabled campaign, the sharable online version will be updated as well. After you send a Social Sharing-enabled campaign, you can no longer edit the sharable online version. You cannot enable Social Sharing for an campaign that is in plain text format only. When you enable Social Sharing for an campaign, you have the option of linking a sign up form to it. If you choose to do this, a button will be added to the Campaigner Sharebar for this purpose. Including a sign up form is a great way to organically grow your contacts. Note: When you delete a sign up form that is linked to one or more Social Sharing-enabled campaigns, the 'Join Our List' button is automatically removed from the Campaigner Sharebar on the sharable online version of all the affected campaigns (including campaigns you've already sent, as well as those you haven't sent yet). The Social Sharing Settings will automatically apply to all subsequent campaigns unless you change them. For information on Social Sharing, see Social Sharing Overview. Steps to enable from Step 3 of the campaign creation process 1. On Step 3 of the campaign creation process, click the Settings... button beside the Social Sharing header. The Social Sharing Settings dialog appears. 2. Select the Enable Sharing checkbox. 3. If you want people who view the sharable online version of your campaign to be able to add themselves to your contacts (unless they are already subscribed), select the Include sign up form checkbox; otherwise, skip this step. Should you choose to include a sign up form, you will also need to do the following: Choose a sign up form from the Select form drop-down. (See Sign up forms for more information on creating these forms.) Provide the text that you want to appear on the button that launches the sign up form. For example: "Join Our List!" A button bearing the specified text and linked to the specified sign up form will be added to the Campaigner Sharebar. 4. Click OK. 5. To view the sharable online version of your campaign, follow these instructions. Steps to enable from the Campaign Summary page 1. On the Campaigns tab, click the campaign name. 2. On the Campaign Summary page, locate the Social Sharing area and click Settings... The Social Sharing Settings dialog appears. 3. Select the Enable Sharing checkbox. 4. If you want people who view the sharable online version of your online campaign to be able to add themselves to your contacts (unless they are already subscribed), select Page 42 Campaigner User Guide

69 the Include sign up form checkbox; otherwise, skip this step. Should you choose to include a sign up form, you will also need to do the following: Choose a sign up form from the Select form drop-down. (See Sign up forms for more information on creating these forms.) Provide the text that you want to appear on the button that launches the sign up form. For example: "Join Our List!" A button bearing the specified text and linked to the specified sign up form will be added to the Campaigner Sharebar. 5. Click OK. 6. To view the sharable online version of your campaign, follow these instructions. Steps to enable from the Action bar 1. Click the Campaigns tab. 2. Do one of the following: Click the campaign row, without clicking any links in the row. Click the campaign name. Note: You can enable Social Sharing for only one campaign at a time. 3. From the Action bar, click More. 4. Click Share Settings. The Social Sharing Settings dialog appears. 5. Select the Enable Sharing checkbox. 6. If you want people who view the sharable online version of your online campaign to be able to add themselves to your contacts (unless they are already subscribed) via a sign up form, select the Include sign up form checkbox; otherwise, skip this step. Should you choose to include a sign up form, you will also need to do the following: Choose a sign up form from the Select form drop-down. (See Sign up forms for more information on creating these forms.) Provide the text that you want to appear on the button that launches the sign up form. A button bearing the specified text and linked to the specified sign up form will be added to the Campaigner Sharebar. 7. Click OK. 8. To view the sharable online version of your campaign, follow these instructions. View the Shared Online Version of Your Campaign After you enable Social Sharing for an campaign, you can view the sharable online version of that campaign. What you see is what viewers will see. Campaigner User Guide Page 43

70 Tip: You can view the sharable online version of a Social Sharing-enabled campaign to capture the sharable online version's URL (i.e. web location). In addition to initially featuring the URL in your campaign content (by inserting a Share Online Quicklink or by inserting a Web Location link), you can use the URL to manually link to the sharable online version of your campaign from your website, your blog, or anywhere else on the web. For information on Social Sharing, see Social Sharing Overview. Steps to view from the Campaign Summary page 1. On the Campaigns tab, click the campaign name. 2. On the Campaign Summary page, locate the Social Sharing area and click the Preview & Share button. The sharable online version of your campaign will appear in a new window. Steps to view from the Action bar 1. Click the Campaigns tab. 2. Do one of the following: Click the campaign row, without clicking any links in the row. Click the campaign name. 3. From the Action bar, click More. 4. Click Preview & Share. The sharable online version of your campaign will appear in a new window. Provide Options for Viewing in a Browser Some users may prefer to view your in a browser. Browsers are designed for HTMLbased content, which may offer a better view of the than client interfaces. You can include instructions and a link in the design that lets users open the in a browser with a single click. The instructions and link always appear at the top of the design. However, you can specify both the text that indicates that the can be opened in a browser and the text that represents the link. For example, the text "Read it online" is a good indicator to users that they can click the link to open the in a browser. Note: Campaigner offers 2 distinct options for viewing your campaign in a browser: View online ('view online') Allows the user to view a personalized version of your campaign in their favorite browser. Social Sharing ('sharable online') Allows the user to view a generic version of your campaign in their favorite browser. This version comes outfitted with the Campaigner Sharebar to allow for easy distribution over social media channels. For more information, see Social Sharing. Page 44 Campaigner User Guide

71 Steps 1. On the Details page, in the More Options area, ensure that the following checkbox is selected: Allow this to be viewed online in a browser 2. If necessary, change the text that indicates that the can be opened in a browser and the text that represents the link. Want to see this? Watch the Social Sharing video tutorial. Specify Encoding encoding plays a part in how your recipients view the contents of your campaigns. Specifying a character set instructs the recipient's client or browser on how to display the various characters (i.e. letters and numbers) in your . When no character set is specified, the viewer's client or browser makes that choice instead. By default, Campaigner does not specify a character set for your campaigns. This means that, when recipients view your , their client or browser chooses how to display the content. clients and browsers can typically make the right choice, but, if your content includes special characters, it's always possible that they'll be visually misinterpreted (missing characters or garbled text, for example) for some recipients. For this reason, it is recommended that you consider specifying a character set when your content contains special characters. When you specify a character set for a given campaign, the setting also applies to the view online and sharable online versions (if either or both features are enabled) of that campaign. Step On the Details page, in the Encoding box, click the character set you want to enforce in your campaign. Enable Google Analytics Tracking Campaigner can work with your existing Google Analytics set up to provide additional link tracking capability. This is an effective way to gain further insight into the successfulness of your campaigns, as it allows you to easily track which of your website visits come from which of your campaigns. To learn more about Google Analytics, visit Campaigner User Guide Page 45

72 Page 46 Campaigner User Guide

73 Campaigner allows you to specify values for 3 Google Analytics parameters. All of the links in your content will be automatically appended with these values, which you can edit at any time before sending by returning to the Details page, or after you send by launching the Edit Trackable Links dialog (for tracked links only). When this feature is enabled, Google Analytics parameters will be applied to both tracked and untracked links. Please note that 'tracked links' are links that you choose to track via Campaigner directly (read more here); Google Analytics tracking is an additional type of tracking that operates independently, so it is possible to enable the Google Analytics tracking feature even if you did not instruct Campaigner to track some or all of the links in your content. The Google Analytics parameters you can modify are: Utm_Source: Used to identify the source of the link (the default value is 'Campaigner'). Utm_Campaign: Used to identify the name of the related campaign (the default value is the date plus the first 40 characters of the campaign name). Utm_Content: Used to differentiate between campaigns or links that point to the same URL (the default is blank). Note: If you choose to modify the Utm_Source, Utm_Campaign, or Utm_Content, use only the following supported characters: a - z (lowercase), A - Z (uppercase), 0-9, dash ( - ), period (. ), underscore ( _ ), tilde ( ~ ). Campaigner will automatically remove any other characters you include. All spaces will be replaced with underscores inside Google Analytics. The Google Analytics settings you apply to a given campaign will also be applied to the Plain Text and sharable online versions (if applicable) of your campaign. When you're reviewing link activity inside Google Analytics, look for the 'Utm_Medium' parameter, which will be automatically added and can be useful for determining which click came from which type. After you enable Google Analytics tracking for a particular campaign, the feature will be automatically enabled for all subsequent campaigns (unless you disable it). Steps 1. On the Details page, expand the Google Analytics panel by clicking on its title bar. 2. Select the following checkbox: Enable Google Analytics tracking 3. In the Utm_Source box, type a source name that will help you easily identify which website visits are from an campaign. Campaigner User Guide Page 47

74 4. In the Utm_Campaign box, type a name that will help you easily identify which website visits are from this campaign in particular. 5. If you wish to track an additional piece of information to further differentiate activity from this campaign, type something relevant and short in the Utm_Content box. Otherwise, leave this box blank. Open an Existing Design for Editing If you're creating a new , the design opens in the editor automatically at the appropriate time. If you have already created an design and you want to make changes, you need to open it in the editor. Steps 1. On the Campaigns tab, click the row for the campaign for the design you want to edit. Don't click any links in the row, unless you want to view the campaign's summary. 2. From the Action bar, click Edit. Convert s to the Full Editor The Smart Builder is intended to help you focus on your message instead of its organization and appearance. For this reason, this tool doesn't provide all the design features that are available in the Full Editor, such as editing the HTML code. You can convert any that you've created using the Smart Builder for use in the Full Editor if you want to use additional design features. However, after converting an , you can no longer open it in the Smart Builder. For this reason, the Smart Builder converts a copy of the campaign for use in the Full Editor. When you convert an campaign, Campaigner appends the value "_1" to the name of the copy that you can use in the Full Editor. For example, for an campaign named "Summer Clothing Promotion", the converted version is named "Summer Clothing Promotion_1". Steps 1. On the Campaigns tab, click the row for the campaign for the design you want to convert. Don't click any links in the row. 2. From the Action bar, click More, Duplicate. 3. Select Convert so it can be used in the Full Editor checkbox. Page 48 Campaigner User Guide

75 Use the Full Editor What is the Full Editor? Want to see this? Watch the Sending Campaigns video tutorial. The Full Editor creates many types of s. The Campaign wizard guides you through the three steps: Step 1: Choose an template for the design or choose to start from a blank design. Step 2: Create the design by customizing the template (or blank design) for your message, such as adding text (such as a description of a promotion, product, or service) or links (such as to your company website) The Full Editor provides a design editor for HTML s and a design editor for plain text s. Step 3: Define details, such as the name of the campaign, its addressing information, and reply-to options. Don't forget to preview and test the as you work on it. With one exception, the Campaign wizard saves your work if you quit it before completing all three steps. You only need to explicitly save your work during Step 2. Because you may experiment with different design features, the wizard doesn't automatically save your work. Although you don't need to do any advance preparation before using the Full Editor, doing so may help you work more efficiently. For information, see Prepare to Use Campaigner. Create s Start the Full Editor You create an using the Full Editor by starting a new campaign. For convenience, you can start the Full Editor from several locations in Campaigner. Because the Dashboard is displayed each time you log in to Campaigner, you may find it most convenient to start from this location. When you start the Full Editor, you go to Step 1 of the Campaign wizard, where you choose an template for your design. If you are new to Campaigner, we recommend that you follow the steps of this wizard in order. If you have experience using the Full Editor, you may choose to go directly to the Plain Text editor or start from scratch in the HTML editor by pasting in your own HTML. Using these options, you skip Step 1 of the Campaign wizard. If you have a complete HTML file and don't need to use the editors at all, you can choose to upload your HTML file and go directly to Step 3 of the Campaign wizard. Campaigner User Guide Page 49

76 For information about opening an existing in the Full Editor for editing, see Open an Existing Design for Editing. Steps 1. On the Dashboard or the Campaigns tab, click the following button: 2. If you are an experienced user and you want to skip Step 1 of the Campaign wizard, click one of the following under Other Options and Shortcuts: Upload an HTML File to upload a complete HTML file and skip the editor step. Paste code into editor to start from a blank in the HTML editor and paste in your own HTML code. Using this method, you design an in the HTML format without starting from a Campaigner template. Create a Plain Text Only to go directly to the Plain Text editor. You can also change information that may be automatically filled out in the (such as your mailing address) using Update Your Information. 3. Click Start now! Using the Full Editor. Update Your Information In your designs, some information about your company may automatically be included. For example, the mailing address you provided when registering is automatically included in the footer of all s. Depending on the selected template, other types of information may include links to your company's website or Facebook page. It's a good idea to verify your information each time you start an , making any changes necessary. Updates are applied only to the current and any s in campaigns that have not been sent. Campaigner cannot update this information for campaigns that you've already sent. After making changes, test them by previewing the . For example, click social media links to ensure they display the appropriate page for your business. Page 50 Campaigner User Guide

77 Here is the page where you'll make changes to your information: Steps 1. On the page where you select the template for your design, click Update Your Information. 2. Review the values and make any necessary changes. You can remove information by deleting the existing value from the field. 3. Click Save. Upload an HTML file If you have a complete HTML file that you would like to use as the design for your , you can upload it directly into Campaigner and skip the Smart Builder or Full Editor steps. Steps Uploading your own HTML file skips the template choice and design steps and immediately moves you to Step 3 of the Campaign Wizard. No Plain Text option is available when you upload your own HTML file. Click here to view guidelines on how to prepare an HTML file for use within Campaigner. 1. On the Dashboard or the Campaigns tab, click the following button: 2. Click 'Upload an HTML file' under Other Options and Shortcuts. 3. Click Browse. 4. Locate the file and double-click it. 5. Click Upload. Campaigner User Guide Page 51

78 Step 1: Choose an Template Preview Templates An template is a starting point for an design because it provides a predefined layout, letting you focus on the content of your message instead of its structure. You simply customize the selected template for your message. The Full Editor displays templates for you to browse as small images (sometimes called "thumbnails"). If you want to see a larger image, you can preview it. Previewing templates is useful before selecting the template for your design. For some templates, the Full Editor can automatically fill out contact fields with information you've provided, such as your company name and website. If you preview one of these types of templates, you'll see how your information will appear. Select an Template An template is a starting point for an design because it provides a predefined layout, letting you focus on the content of your message instead of its structure. You simply customize the selected template for your message. Page 52 Campaigner User Guide

79 The Full Editor displays templates on a page for your review and selection, as shown here: templates are organized into categories such as Events and Invitations, Letterhead, and Newsletters. Other categories include: Featured templates that includes templates related to an upcoming holiday, season, or event. For example, in March, featured templates may be suited to upcoming promotions for Spring. Favorites which provides convenient access to templates that you've saved to this category. My Templates that includes any templates that our Client Services team has designed for you. This folder also includes templates that you've added, which is a useful way to reuse existing designs for new campaigns. Campaign-Ready templates that include copy, as well as the design, to give you a head start. Campaign-ready templates are organized into subcategories. For example, in the Retail subcategory, you ll find templates with copy you can use for seasonal promotions and specific holidays. You can preview any template to see a larger image. For some templates, Campaigner automatically fills out information that you've provided, such as your name and website. If none of the Campaigner templates are suitable for your purposes, you can choose to start from a blank . Steps to select an template 1. In the Campaign wizard (Step 1), from the categories pane, click Select from a Template. 2. Browse the template categories to find a suitable template. In the categories pane, click a template category to expand its folder to show any subcategories. Campaigner User Guide Page 53

80 If you want to display a larger version of a template shown in the templates pane, click the Preview icon below the template. Preview icon To close the preview window, click the Close button. 3. In the templates pane, click the template you want to use. Start from a Blank If none of the templates are suitable for your purposes, you can choose to start from a blank . However, we recommend that you start from an template so that you can focus on the message instead of its structure. Keep the following guidelines in mind when starting from a blank Even if you plan to send the only in the plain text format, design the in the HTML editor. This editor provides the most tools to help you create a layout and add content. In the HTML editor, set up the layout by creating a table and then customizing it. Edit the design by adding content to the table cells. For example, you can add text, add links, add images, and personalize the message. Insert the content in the HTML editor into the Plain Text editor to easily create a plain text version after completing the HTML design. Test your design extensively to ensure that it appears as intended in various interfaces. Step In the Campaign wizard (Step 1), from the categories pane, click Start from Blank . This option is available only if you're creating a new . It isn't available if you're editing an existing . Page 54 Campaigner User Guide

81 Identify Templates as Favorites When browsing templates, you may find some you like, but that aren't suitable for the current campaign. You can save these templates in the Favorites folder for convenient access at a later time. Steps to identify an template as a favorite 1. In the Campaign wizard (Step 1), from the categories pane, click Select from a Template. 2. Locate the template by browsing the categories. 3. Click the Add to Favorites button. Steps to remove an template as a favorite 1. In the Campaign wizard (Step 1), locate the template in the Favorites folder. 2. Click the Remove from Favorites button. Campaigner User Guide Page 55

82 Step 2: Edit the Design View Your Design After selecting a template or choosing to start from a blank , it's displayed in the HTML editor, as shown here: If you've selected an template in which the Campaign wizard can automatically fill out content using information you've provided, it will be displayed in the design. Saving Designs With one exception, if you quit the Campaign wizard before completing all three steps, any information you've already defined is available when you return to the wizard at a later time. You only need to explicitly save your work when working in the HTML or Plain Text editors. The wizard doesn t save changes automatically because you may experiment with various design techniques. Do one of the following to save changes to designs: Click the Save button in the editor toolbar. Click the Next button to continue to the next wizard step. Page 56 Campaigner User Guide

83 Examples of How to Customize the Design In the Full Editor, the design editors provide many tools for customizing an template (or blank ) to convey your message. Depending on the editor in which you are working, you can add or format text, such as a description of a promotion, product, or service add or edit images, such as your company logo define links to your website or other online locations, documents, multimedia aids, and so on add tables to help structure content add colors to increase the visual interest or focus personalize messages, such as including a greeting that uses the recipient's name delete content, such as template elements that you don't need edit HTML code for highly customized designs save your design For information about how to use the design editors and their tools to create you design, see Create Designs. Save an Design in the My Templates Folder You can create templates to save design work as the basis for future designs. For example, you may create an design using one of Campaigner's templates, modifying it to use your own corporate logo and colors. Save the customized design as an template so that it is available the next time that you create an campaign. templates that you create are saved to the My Templates folder in the categories pane. This pane is available in Step 2 of the Campaign wizard. Only HTML designs can be saved as templates. Steps 1. In the Campaign wizard (Step 2), customize the HTML design so that it includes the elements you want to save as a new template. 2. Click the Save as My Template tool. 3. Type a name for the template. If you want to replace an existing template in the My Templates folder, type the name of the existing template and select Update Template if it Already Exists. 4. Click Save. 5. Click Done. Campaigner User Guide Page 57

84 Step 3: Define Details Details Overview details include the: name that uniquely identifies this campaign in Campaigner. This name is never displayed to recipients. header that specifies the name and address that you want to appear as the sender of the , and the subject line. reply-to options for handling responses to your from recipients, such as the address to which you want replies sent and the autoreply message. subscription management options that allow recipients to manage their mailing list subscriptions as well as their contact information. mailing address of the sender of the , as required by CAN-SPAM. Social Sharing options for recipients who may want to share your campaign over social media channels. viewing options available to recipients who may want to view the in a browser. encoding that allows you to enforce a specific character set, which helps the recipient s client identify and properly display any special characters in your content. Google Analytics options that provide you with additional tracking capabilities if you have a Google Analytics implementation on your site(s). You define details using this page. If you need more room to work on the page, you can hide some of the content by clicking the arrow beside the More Options header. Page 58 Campaigner User Guide

85 Define the Campaign Name Every campaign must have a unique name that identifies it in Campaigner. For example, the Campaigns tab lists all campaigns, showing the name for each one. This name is never displayed to recipients of an campaign. Step On the Details page, in the Campaign Name box, type a unique name that meaningfully identifies this campaign. Define the Header An header includes the following: From Name (for example, Campaigner) From Address (for example, campaigner.com) Subject (for example, "Inside: Exclusive Interview with Our Favorite Designers") Together, the From name and address indicate to recipients who is sending the . Use your company or brand name (or other identifying information that won't change as a result of internal business changes) for consistency to maximize recognition. Consistent Campaigner User Guide Page 59

86 sender information helps to maintain the trust relationship with your recipients that you need to get the delivered and opened. Note: The From address must be verified as legitimate before you can use it in an header. You can provide an address that has not been verified, but you cannot continue working on the until the verification is complete. To avoid delays, we recommend that you verify addresses before starting campaigns. The subject should entice your customers, giving them a compelling reason to open the . Use a subject line that clearly reflects the purpose and content of the . For more information about writing good subject lines, see Ten Tips for Successful Marketing. Steps 1. On the Details page, in the From Name box, type a user-friendly name that your customers will recognize (such as Campaigner). 2. In the From Address box, select the address associated with the From Name (such as campaigner.com). If the address you want to use is not listed, click Manage Addresses. Type the address and click Submit. You must wait for Campaigner to verify the address before you can continue. 3. In the Subject box, type a description of the content that is accurate and interesting. Handling Replies from Recipients When recipients receive your , they may reply to it. For example, recipients may want to request more information about a promotion described in the . These replies are encouraging because they indicate that recipients are interested in your message. For recipients that use the Reply option when viewing your , you can specify several options that determine the handling of the reply message. These options are related to the reply-to address (the address to which the reply will be sent) autoreply message that can be sent by Campaigner to acknowledge that you've received the reply Reply-to Address Options When a recipient uses the Reply feature to respond to your , another is produced for the response, with the return (reply-to) address automatically filled out. By default, replies are sent to the address provided when registering with Campaigner. Note: You can change the address to which replies are sent, but the new address must be verified as legitimate before you can continue working on the . To avoid delays, we recommend that you verify addresses before starting campaigns. By default, the reply-to address is modified so that the recipient doesn't see the actual address to which the will be sent. For example, cookiecompany.com may be displayed as As an alternative, you can choose to display the actual address to which replies will be sent as the return address. Page 60 Campaigner User Guide

87 When receiving replies where the modified version of the reply-to address is used, Campaigner filters messages to discard out-of-office alerts and gathers statistics for campaign reports (such as the number of replies). If you choose to display the actual address as the reply-to address, Campaigner won't perform these tasks. Steps 1. On the Details page, in the Reply-to Address box, click the address to which replies from recipients will be sent. 2. If the address you want to use is not listed, do the following: Click Manage Addresses. Type the address and click Submit. You must wait for Campaigner to verify the address before you can continue. 3. If you do not want to use a modified version of the reply-to address and track replies, select Do Not Track Replies. Autoreply Message Options The autoreply message is an that Campaigner automatically sends to a recipient after receiving their reply message to your . Although sending an autoreply message is optional, it's is a convenient and important way to let users know that you ve received their reply and when they can expect your response. For example: Thank you for contacting us. We have received your and will respond within the next 24 hours. Tip: Ensure that you follow up in the given timeframe to maintain and build on the trust that you want with your customers. Steps 1. On the Details page, in the More Options area, click Change. 2. Click Send this custom autoreply message. 3. In the From Name box, type the sender s name (for example, Campaigner). 4. In the From Address box, click the sender s address. If the address you want to use is not listed, click Manage Addresses. Type the address and click Submit. You must wait for Campaigner to verify the address before you can continue. 5. Type a subject that indicates what the message is about. 6. Type the message. 7. Click Save. Steps to specify that no autoreply message is to be sent 1. On the Details page, in the More Options area, click Change. Campaigner User Guide Page 61

88 2. Click Do not send an autoreply message. 3. Click Save. Provide Subscription Management Options Campaigner automatically places a footer message at the bottom of each of your campaigns. This footer message is critical, as it directs your recipients to a set of subscription management forms, where they can update their preferences and/or unsubscribe. Footer Message Options The footer message contains brief instructional text accompanied by one or more links that direct the recipient to your subscription management forms. Campaigner provides a default footer message (shown above). If you want to create your own, you can do so by contacting Customer Support. The footer message you choose will appear in the preview, so you can see the way it will look in your final design before you send your campaign. Steps to specify which footer message to send 1. On the Details page, in the More Options area, click Choose Footer Message... The Footer Message dialog appears. 2. Choose the message that will appear at the bottom of your campaign. Note: The HTML and Plain Text footer messages may vary. 3. Click OK. Subscription Management Options The footer message links to a specific subscription management form group. Subscription management forms provide contacts with a way to modify their subscriptions to your communications (such as adding themselves to or removing themselves from your various mailing lists), to update their information, and to unsubscribe from all your communications. Campaigner provides default subscription management forms. Create your own forms to tailor content and layout to a specific campaign or mailing list. Page 62 Campaigner User Guide

89 For information on subscription management forms, see Overview of Subscription Management Forms. Step to specify which subscription management form group to use On the Details page, in the Subscription Management box, click the name of the subscription management form group you want to use for the campaign. Provide the Sender's Mailing Address CAN-SPAM requires that s include the mailing address of the organization conveying the message. Typically, this address is for your own business. Some companies, however, such as public relations firms, create campaigns on behalf of a client. In this case, the mailing address of the client must be specified. You can change the mailing address Campaigner will include in the . Steps 1. On the Details page, in the More Options area, ensure that the following checkbox is selected: Include your Mailing Address in the footer of the If you need to change the address, select it, press the Delete key, and type the new mailing address. Reach out Through Social Sharing Want to see this? Watch the Social Sharing video tutorial. Enabling the Social Sharing feature for an campaign allows you and your subscribers to Share With Your Network (SWYN) and extend the reach of your message, to identify your influencers (who shares your s the most), and to grow your list. Social Sharing-enabled campaigns have two components: the campaign This is the campaign that you create using the Smart Builder or the Full Editor and that you send to your subscribers. To invite your recipients to share your message, include a Share Online or specific social sharing (e.g. Like on Facebook) Quicklink in your design. the sharable online version of the campaign This is an online version of the Social Sharing-enabled campaign that viewers can access from their browser. This version is given a unique URL and is outfitted with the Campaigner Sharebar, which allows viewers to perform a variety of actions in response to the campaign, including posting about it on popular social media channels. Note: The Campaigner User Guide Page 63

90 sharable online version of an campaign and the view online functionality are not the same thing. Enabling Social Sharing for an campaign allows viewers to easily link to and share that campaign from other sites or blogs. You can enable Social Sharing for HTML campaigns created in both the Smart Builder and the Full Editor. Because it is meant for a wide audience, the sharable online version of a Social Sharingenabled campaign does not support personalization (i.e. Merge Fields). Any Merge Fields included in the campaign design will display the field's default value when viewed in the sharable online version. The sharable online version of a Social Sharing-enabled campaign remains available until the campaign is deleted. Here is a sample workflow that includes the Social Sharing feature: 1. Create an campaign. You must have an HTML version of the campaign. The Social Sharing feature cannot be enabled for a plain text only campaign. Encourage recipients to share your content by including a Share Online Quicklink in your design. Recipients will click this link to view and share the sharable online version of your . Make it easy for your recipients to share your content with their friends on Facebook by adding a 'Like on Facebook' Quicklink to your design. Similar Twitter, LinkedIn, and Google+ Quicklinks are also available. 2. Enable the Social Sharing feature for the campaign. On Step 3 of the campaign creation process, enable Social Sharing. Note that there are other places you can go to enable Social Sharing (pre-send and postsend). To allow non-subscribers that view the sharable online version to join your list(s), choose to include a sign up form when you enable Social Sharing. A convenient button linked to the specified sign up form will appear on the Campaigner Sharebar. 3. Send the campaign and start sharing. Use the Campaigner Sharebar options yourself to post on Facebook, Twitter, or other service. Link directly to the sharable online version of your campaign. Tip: A quick way to publicize your campaign is by linking to the sharable online version from your website or blog. 4. Monitor the views you receive from different social media channels as a result of sharing your campaign. The campaign report for the campaign you shared will feature stats on unique visits to the sharable online version of your campaign for each social media channel. Choose the Social sharing activity report view to see these stats. Page 64 Campaigner User Guide

91 Compare these stats with those from the sign up form you chose to include (if any) on the sharable online version of your campaign. Note: Views and clicks on the sharable online version of your campaign will not be included as part of the 's campaign activity. Learn more about the Campaigner Sharebar. how you can track Social Sharing activity. See how to enable Social Sharing for an campaign. view the sharable online version of a Social Sharing-enabled campaign. Use the Campaigner Sharebar The Campaigner Sharebar appears at the top of the sharable online version of any campaign you enable Social Sharing for. The bar allows viewers to perform a variety of actions in response to the campaign, including interacting with popular social media channels. Campaigner Sharebar Here are the Campaigner Sharebar actions: Like the sharable online version of the campaign on Facebook. Tweet about the campaign on Twitter. Post about the campaign on LinkedIn. +1 the sharable online version of the campaign on Google+. a link to the sharable online version of your campaign using your default mail client. Print a hard copy of the sharable online version of the campaign. Go to a sign up form. (This is optional. See details.) Enable Social Sharing for an Campaign To share an campaign online, you have to: Campaigner User Guide Page 65

92 1. Enable the Social Sharing feature for the campaign you want to share. You can do this in any of these three ways: on Step 3 of the campaign creation process. from the Campaign Summary page. by using the Action bar. 2. Start sharing your campaign. Here are some ideas on how you can start the buzz: View the sharable online version of your campaign and click the Like and/or Share buttons on the Campaigner Sharebar to link to your campaign on your various social media pages. Include a Share Online Quicklink in your content. This will allow your recipients to easily share your campaign with their friends online. View the sharable online version of your campaign and copy the URL in the address bar. You can paste this URL into a post on your blog, feature it in the news section on your website, etc. An campaign must be saved as a draft before you can enable Social Sharing for it. When you update/change a Social Sharing-enabled campaign, the sharable online version will be updated as well. After you send a Social Sharing-enabled campaign, you can no longer edit the sharable online version. You cannot enable Social Sharing for an campaign that is in plain text format only. When you enable Social Sharing for an campaign, you have the option of linking a sign up form to it. If you choose to do this, a button will be added to the Campaigner Sharebar for this purpose. Including a sign up form is a great way to organically grow your contacts. Note: When you delete a sign up form that is linked to one or more Social Sharing-enabled campaigns, the 'Join Our List' button is automatically removed from the Campaigner Sharebar on the sharable online version of all the affected campaigns (including campaigns you've already sent, as well as those you haven't sent yet). The Social Sharing Settings will automatically apply to all subsequent campaigns unless you change them. For information on Social Sharing, see Social Sharing Overview. Steps to enable from Step 3 of the campaign creation process 1. On Step 3 of the campaign creation process, click the Settings... button beside the Social Sharing header. The Social Sharing Settings dialog appears. 2. Select the Enable Sharing checkbox. 3. If you want people who view the sharable online version of your campaign to be able to add themselves to your contacts (unless they are already subscribed), select the Include sign up form checkbox; otherwise, skip this step. Should you choose to include a sign up form, you will also need to do the following: Choose a sign up form from the Select form drop-down. (See Sign up forms for more information on creating these forms.) Page 66 Campaigner User Guide

93 Provide the text that you want to appear on the button that launches the sign up form. For example: "Join Our List!" A button bearing the specified text and linked to the specified sign up form will be added to the Campaigner Sharebar. 4. Click OK. 5. To view the sharable online version of your campaign, follow these instructions. Steps to enable from the Campaign Summary page 1. On the Campaigns tab, click the campaign name. 2. On the Campaign Summary page, locate the Social Sharing area and click Settings... The Social Sharing Settings dialog appears. 3. Select the Enable Sharing checkbox. 4. If you want people who view the sharable online version of your online campaign to be able to add themselves to your contacts (unless they are already subscribed), select the Include sign up form checkbox; otherwise, skip this step. Should you choose to include a sign up form, you will also need to do the following: Choose a sign up form from the Select form drop-down. (See Sign up forms for more information on creating these forms.) Provide the text that you want to appear on the button that launches the sign up form. For example: "Join Our List!" A button bearing the specified text and linked to the specified sign up form will be added to the Campaigner Sharebar. 5. Click OK. 6. To view the sharable online version of your campaign, follow these instructions. Steps to enable from the Action bar 1. Click the Campaigns tab. 2. Do one of the following: Click the campaign row, without clicking any links in the row. Click the campaign name. Note: You can enable Social Sharing for only one campaign at a time. 3. From the Action bar, click More. 4. Click Share Settings. The Social Sharing Settings dialog appears. 5. Select the Enable Sharing checkbox. 6. If you want people who view the sharable online version of your online campaign to be able to add themselves to your contacts (unless they are already subscribed) via a Campaigner User Guide Page 67

94 sign up form, select the Include sign up form checkbox; otherwise, skip this step. Should you choose to include a sign up form, you will also need to do the following: Choose a sign up form from the Select form drop-down. (See Sign up forms for more information on creating these forms.) Provide the text that you want to appear on the button that launches the sign up form. A button bearing the specified text and linked to the specified sign up form will be added to the Campaigner Sharebar. 7. Click OK. 8. To view the sharable online version of your campaign, follow these instructions. View the Shared Online Version of Your Campaign After you enable Social Sharing for an campaign, you can view the sharable online version of that campaign. What you see is what viewers will see. Tip: You can view the sharable online version of a Social Sharing-enabled campaign to capture the sharable online version's URL (i.e. web location). In addition to initially featuring the URL in your campaign content (by inserting a Share Online Quicklink or by inserting a Web Location link), you can use the URL to manually link to the sharable online version of your campaign from your website, your blog, or anywhere else on the web. For information on Social Sharing, see Social Sharing Overview. Steps to view from the Campaign Summary page 1. On the Campaigns tab, click the campaign name. 2. On the Campaign Summary page, locate the Social Sharing area and click the Preview & Share button. The sharable online version of your campaign will appear in a new window. Steps to view from the Action bar 1. Click the Campaigns tab. 2. Do one of the following: Click the campaign row, without clicking any links in the row. Click the campaign name. 3. From the Action bar, click More. 4. Click Preview & Share. The sharable online version of your campaign will appear in a new window. Page 68 Campaigner User Guide

95 Provide Options for Viewing in a Browser Some users may prefer to view your in a browser. Browsers are designed for HTMLbased content, which may offer a better view of the than client interfaces. You can include instructions and a link in the design that lets users open the in a browser with a single click. The instructions and link always appear at the top of the design. However, you can specify both the text that indicates that the can be opened in a browser and the text that represents the link. For example, the text "Read it online" is a good indicator to users that they can click the link to open the in a browser. Note: Campaigner offers 2 distinct options for viewing your campaign in a browser: View online ('view online') Allows the user to view a personalized version of your campaign in their favorite browser. Social Sharing ('sharable online') Allows the user to view a generic version of your campaign in their favorite browser. This version comes outfitted with the Campaigner Sharebar to allow for easy distribution over social media channels. For more information, see Social Sharing. Steps 1. On the Details page, in the More Options area, ensure that the following checkbox is selected: Allow this to be viewed online in a browser 2. If necessary, change the text that indicates that the can be opened in a browser and the text that represents the link. Want to see this? Watch the Social Sharing video tutorial. Specify Encoding encoding plays a part in how your recipients view the contents of your campaigns. Specifying a character set instructs the recipient's client or browser on how to display the various characters (i.e. letters and numbers) in your . When no character set is specified, the viewer's client or browser makes that choice instead. By default, Campaigner does not specify a character set for your campaigns. This means that, when recipients view your , their client or browser chooses how to display the content. clients and browsers can typically make the right choice, but, if your content includes special characters, it's always possible that they'll be visually misinterpreted (missing characters or garbled text, for example) for some recipients. For this reason, it is recommended that you consider specifying a character set when your content contains special characters. Campaigner User Guide Page 69

96 When you specify a character set for a given campaign, the setting also applies to the view online and sharable online versions (if either or both features are enabled) of that campaign. Step On the Details page, in the Encoding box, click the character set you want to enforce in your campaign. Enable Google Analytics Tracking Campaigner can work with your existing Google Analytics set up to provide additional link tracking capability. This is an effective way to gain further insight into the successfulness of your campaigns, as it allows you to easily track which of your website visits come from which of your campaigns. To learn more about Google Analytics, visit Campaigner allows you to specify values for 3 Google Analytics parameters. All of the links in your content will be automatically appended with these values, which you can edit at any time before sending by returning to the Details page, or after you send by launching the Edit Trackable Links dialog (for tracked links only). When this feature is enabled, Google Analytics parameters will be applied to both tracked and untracked links. Please note that 'tracked links' are links that you choose to track via Campaigner directly (read more here); Google Analytics tracking is an additional type of tracking that operates independently, so it is possible to enable the Google Analytics tracking feature even if you did not instruct Campaigner to track some or all of the links in your content. The Google Analytics parameters you can modify are: Utm_Source: Used to identify the source of the link (the default value is 'Campaigner'). Utm_Campaign: Used to identify the name of the related campaign (the default value is the date plus the first 40 characters of the campaign name). Utm_Content: Used to differentiate between campaigns or links that point to the same URL (the default is blank). Note: If you choose to modify the Utm_Source, Utm_Campaign, or Utm_Content, use only the following supported characters: a - z (lowercase), A - Z (uppercase), 0-9, dash ( - ), Page 70 Campaigner User Guide

97 period (. ), underscore ( _ ), tilde ( ~ ). Campaigner will automatically remove any other characters you include. All spaces will be replaced with underscores inside Google Analytics. The Google Analytics settings you apply to a given campaign will also be applied to the Plain Text and sharable online versions (if applicable) of your campaign. When you're reviewing link activity inside Google Analytics, look for the 'Utm_Medium' parameter, which will be automatically added and can be useful for determining which click came from which type. After you enable Google Analytics tracking for a particular campaign, the feature will be automatically enabled for all subsequent campaigns (unless you disable it). Steps 1. On the Details page, expand the Google Analytics panel by clicking on its title bar. 2. Select the following checkbox: Enable Google Analytics tracking 3. In the Utm_Source box, type a source name that will help you easily identify which website visits are from an campaign. 4. In the Utm_Campaign box, type a name that will help you easily identify which website visits are from this campaign in particular. If you wish to track an additional piece of information to further differentiate activity from this campaign, type something relevant and short in the Utm_Content box. Otherwise, leave this box blank. Create or Edit Designs Overview of Creating or Editing Designs Using the Full Editor The Full Editor uses the Campaign wizard to guide you through the steps for creating an . In Step 2, the wizard provides access to editors for designing your . After you've finished creating the design, you can edit it at any time before sending the campaign. This section describes the editors and their tools for working with designs in the Full Editor. Design Editors for Different Formats Using the Full Editor, you can create an design in the HTML format, the plain text format, or both formats. For information about these formats, see About Formats. The Full Editor provides one design editor for each format. Design editors are available in the Campaign wizard. Campaigner User Guide Page 71

98 Here is an design in the HTML editor: Open an Existing Design for Editing If you're creating a new , the design opens in the editor automatically at the appropriate time. If you have already created an design and you want to make changes, you need to open it in the editor. Steps 1. On the Campaigns tab, click the row for the campaign for the design you want to edit. Don't click any links in the row, unless you want to view the campaign's summary. 2. From the Action bar, click Edit. Tools for Design Editors The Full Editor provides a design editor for HTML s and plain text s. The available tools depend on which design editor you are working with. For example, tools for working with images are available only from the HTML editor because images are not supported in plain text s. Tools apply only to content in the current design editor. For example, using the Spell Check tool in the HTML editor checks spelling only in the design that is currently open in the editor. In addition to tools, right-click menus may be available for quick access to frequently-used commands. Page 72 Campaigner User Guide

99 This table describes the design tools available and the editor in which they are provided. Tool Description Editor Save the design in the design editor. Saves the design in the design editor to the My Templates folder. Print the design in the design editor. Check the spelling of the text in the design editor. Select all the content in the design editor. Search text in the editor to find matches to text you specify. You can search up or down from the current cursor position, as well as specify case-sensitivity or whole word searches. You can specify text to replace instances of the text specified. Undo previous actions, in sequence. One action is undone each time the tool is clicked. Redo previous actions, in sequence. One action is redone each time the tool is clicked. Remove selected content and, if possible, store it in the Clipboard. Copy selected content to the Clipboard, if possible. Paste content at the cursor position. If no cursor position is available, content is pasted at the beginning of the design editor. Several options are available which affect the formatting of the pasted content. For information, see Format Text. HTML editor Plain Text editor HTML editor HTML editor Plain Text editor HTML editor Plain Text editor HTML editor Plain Text editor HTML editor Plain Text editor HTML editor Plain Text editor HTML editor Plain Text editor HTML editor Plain Text editor HTML editor Plain Text editor HTML editor Campaigner User Guide Page 73

100 Tool Description Editor Paste content from the Clipboard at the cursor position. If no cursor position is available, content is pasted at the beginning of the design editor. All formatting is removed. Insert an image in the design. For information, see Overview of Images. Edits the selected image. For information, see Overview of Images. Create a link at the cursor position or modify a selected link. For information, see Overview of Links. Remove a selected link. For information, see Overview of Links. Add a horizontal line (rule). Insert a paragraph return instead of a line break, which is inserted using the Enter key. Add a symbol that you choose. Create in the Plain Text editor a copy of the content in the HTML editor, converting or removing content that isn't supported by the plain text format. For information, see Insert HTML Designs in the Plain Text Editor. Insert a table at the cursor position. For information, see Create a Table. Change selected text to lower case. For information, see Format Text. Change selected text to upper case. For information, see Format Text. Plain Text editor HTML editor HTML editor HTML editor Plain Text editor HTML editor HTML editor HTML editor HTML editor Plain Text editor Plain Text editor HTML editor Plain Text editor Plain Text editor Page 74 Campaigner User Guide

101 Tool Description Editor Maximize the space available for the design editor. After maximizing, click again to restore to normal size. For information, see Work in Full Screen Mode. Show or hide the following: statistics that show word and character counts. When shown, this information appears in the lower-right corner of the design editor. properties panel. When shown, this information appears at the bottom of the design editor when a table, image or link is selected in the editor. HTML tag inspector. When shown, this information appears in the lower-right corner of the design editor. table gridlines (referred to as borders) Apply a paragraph style that you choose to the paragraph in which the cursor is located. If more than one paragraph is selected, the style is applied to all paragraphs. For information, see Format Text. Apply a font style that you choose to selected text. For more information about using this tool when designing s, see Format Text. Apply a font size that you choose to selected text. For information, see Format Text. Apply the bold font style to selected text. For example: This is a sentence with using bold text. HTML editor Plain Text editor HTML editor HTML editor HTML editor HTML editor HTML editor Campaigner User Guide Page 75

102 Tool Description Editor Apply the italic font style to selected text. For example: This is a sentence with using italic text. Apply underlining to selected text. For example: This is a sentence with using underlined text. Apply a color that you choose to selected text. For information, see Format Text. Highlight selected text using a color that you choose. For information, see Add Colors. Align selected content (or a paragraph in which the cursor is located) based on a left-hand margin. If the alignment doesn t change, alignment may have already been applied. Align selected content (or a paragraph in which the cursor is located) based on the vertical midpoint. Align selected content (or a paragraph in which the cursor is located) based on a right-hand margin. Justify selected content (or a paragraph in which the cursor is located). No justification. Number selected paragraphs. Bullet selected paragraphs. Increase the indent for selected paragraphs. HTML editor HTML editor HTML editor HTML editor HTML editor HTML editor HTML editor HTML editor HTML editor HTML editor HTML editor HTML editor Page 76 Campaigner User Guide

103 Tool Description Editor Decrease the indent for selected paragraphs. Remove content or formatting of selected content in the editor. When removing formatting, several options are available. For information, see Format Text. HTML editor HTML editor Access Right-Click Menus for Frequently-Used Actions Campaigner s commands are context-sensitive. Depending on your web browser, frequentlyused commands related to the current task may be available from right-click menus. These menus provide alternative access to Action bar commands. For example, if you right-click an image in the HTML editor, a menu appears with actions for working with the image, as shown in this example: Save Your Design When working in the design editors, you may make changes and then decide that you don't want to keep them. For this reason, Campaigner doesn t save changes in the design editors automatically. Campaigner User Guide Page 77

104 If both design editors include content with changes you want to save, you must save changes in each editor. We recommend that when saving changes in one design editor, you also save changes in the other design editor. This practice ensures that content remains synchronized. Steps 1. In the design editor, click the Save tool. 2. Click OK. Create Text s from HTML Designs To easily create a text version of an HTML design, insert the content in the HTML editor into the Plain Text editor. When inserting content from the HTML editor, Campaigner removes or converts any content that isn't supported by the plain text format. For example, HTML designs can include several types of links that are represented by text or images. Plain text designs can include only the text representation of the link destination (for example, You may need to finetune the initial plain text design. For example, you may want to add text or a link in the plain text design where an image appears in the HTML version. Similarly, you may want to add line returns to better space paragraphs and sections in the plain text design. After inserting the plain text design, keep content in both design editors synchronized. For example, if you add a product description in the HTML design, you must add a similar description to the plain text design. Synchronization may become cumbersome if many changes are needed. If you decide to make updates in the HTML editor and then reinsert a plain text version in the Plain Text editor, Campaigner overwrites all the existing content in the Plain Text editor with new content based on the current HTML version. To reduce the amount of time spend editing the plain text design, try to complete the HTML design before generating its plain text version. Steps to insert a plain text design from the HTML editor 1. In the Plain Text editor, click the Insert tool. 2. If the Plain Text editor contains content, click OK to replace it with the new version. Page 78 Campaigner User Guide

105 Steps to keep content in both design editors synchronized 1. After generating a plain text design from an HTML design, make new changes in the HTML editor. 2. Do one of the following: Recreate the same content in the Plain Text editor (for example, retype text or redefine links). Copy the content in the HTML editor and paste the copy into the Plain Text editor. Work in Full Screen Mode When working on an design, you can maximize the working space available in the editor to use as much of the screen area as possible. With the exception of the design editor toolbar and editing area, all Campaigner screen elements are removed, such as the Navigation bar, Action bar, and Library. Step Click the Full Screen tool. Work with Text Click the tool again to return to the default window size and display all screen elements. Add or Edit Text HTML and plain text designs can include text. You can add text or edit text. Add text by typing it into the design or pasting text from other sources, such as Microsoft Word or a web page. If you paste text from another source, source formatting is preserved in the HTML editor and removed in the Plain Text editor. For information about formatting text, including removing source formatting in the HTML editor, see Format Text. For information about deleting text, see Delete Content in the Design. Steps to add text 1. Place the cursor at the location in the design editor where you want the text to appear. If you want to replace existing text, select it. 2. Type or paste the text you want to add. Steps to edit text 1. Select the text you want to change. 2. Type the new text. Campaigner User Guide Page 79

106 Format Text Formatting options for text depend on the format. In the Plain Text editor, text formatting options include using upper case, lower case, or symbols. If you paste text into the Plain Text editor, all source formatting is automatically removed. In the HTML Editor, text can use many types of formatting, such as paragraph and font styles, font sizes, boldface, italics, symbols, and so on. If you paste text into the HTML editor, you can choose whether to preserve source formatting by choosing from these options: paste content and keep source formatting, including fonts paste content and keep source formatting, but remove source fonts paste content and remove all source formatting and fonts You may want to insert a new paragraph (using the Paragraph tool) before pasting content. Underlying HTML code for an existing paragraph may override selected formatting options. Pasted content may appear differently than you expect. For example, assume that you paste the following sentence into the HTML editor: This sentence displays one word using bold formatting. If you use the option to remove source formatting, you may expect to that the word "bold" no longer appears in boldface. However, if the underlying HTML code applies bold to the area in which you paste the sentence, the sentence may appear as follows: This sentence displays one word using bold formatting. This example is just one way in which the appearance of pasted content is affected by the underlying HTML code. An effective way to remove formatting applied by the underlying HTML code and within copied content is to use the options available from the Clear tool. In addition to clearing all content in the active editor, this tool provides options for removing: source formatting (including paragraph styles, font sizes, bold face, and colors), span elements, tables, and so on. This option is useful for quickly eliminating all formatting such that only plain text remains. You can then restyle the text as required for your . CSS formatting, which is custom formatting that may be included when pasting from other sources. This custom formatting may not be supported in recipients' clients. span formatting (defined by the HTML SPAN elements). These elements are typically used to style content with CSS. Microsoft Word formatting to remove formatting that is specific to Microsoft Word. This formatting may include proprietary elements that can be problematic in HTML s. In most cases, Campaigner automatically removes these elements. For information see the Microsoft Word documentation. Page 80 Campaigner User Guide

107 Steps to apply a paragraph style in the HTML editor 1. Click in the paragraph. 2. From the Paragraph Style tool, click the style name. Steps to change the font style in the HTML editor 1. Select the text. If you don't select text, the font style is applied only to the work in which the cursor is located. 2. Click the Font Style tool. 3. Click the style name. Steps to change the font size in the HTML editor 1. Select the text. If you don't select text, the font size is applied only to the work in which the cursor is located. 2. Click the Font Size tool. 3. Click the size. Font sizes are measured in pixels (px). Steps to change the case of text in the Plain Text editor 1. Select the text. 2. Click the Convert to Upper Case tool or the Convert to Lower Case tool. Convert to lower case Convert to upper case Campaigner User Guide Page 81

108 Work with Images Overview of Images HTML designs with images add visual interest to your message. Images can also be used for branding purposes, such as displaying your corporate logo or products. You can insert images into HTML designs from the Campaigner Library (after you've uploaded them to the Library) Because the Campaigner Library is available from Campaigner servers, you don't need to store images in a separate, possibly less accessible, online location. a publicly accessible online location, such as your corporate logo on your website. Because these images are available outside of Campaigner, they are referred to as external images. Before starting to work with images, review the image guidelines. These guidelines will help ensure that images are available and displayed to recipients as you intend. You can edit images (for example, to crop or resize) or their properties (such as adding a border) or delete any image from the Library or your design. Guidelines for Images Images are an important way to add visual interest to HTML designs. Keep the following guidelines in mind when using images. Interface Configurations Images are displayed only if the recipient's interface is configured to show them. You may want to educate your contacts, explaining to them how to configure their interface to display images. You can also ask contacts to add your address to their address book or "safe senders" list. You can preview how an design will appear both with and without images to recipients. Image Format Use web-compatible image formats: JPG, GIF, or PNG. Image Source Location and Filename When a recipient views an , Campaigner accesses any images from their source locations. For example, say that you added your corporate logo (named logo.jpg) from the Library to the design. When a recipient opens the , the logo.jpg image is retrieved from the Library for display in the . If logo.jpg no longer exists in the Library, the image will be missing from the . Depending on the interface being used, the image may be represented in the by a broken Page 82 Campaigner User Guide

109 link or placeholder. To avoid missing images, ensure that, for the entire life cycle of the campaign, its images remain available from the source locations and that the filename isn't changed. Number of Images and SPAM While images can be used effectively to convey information, ensure they provide visual impact. A good way to do this is to use a few images in the overall message, and locate the most important image in the magic triangle. s that contain more images than text may be identified as junk mail or SPAM by some providers. Similarly, avoid using a single image (with little or no text) to convey your message. Image Dimensions Relative to the Design Keep the dimensions of images in proportion with the size of the design. For example, a product image that's 400 pixels high by 300 pixels wide may consume a significant amount of display space in the design, and may push more important information out of the magic triangle. Image Dimensions and File Size There are two reasons to keep the file size of images to a minimum: The number of images you can store in the Library depends on how much space they consume. Storing images that are larger than necessary in the Library means that you'll be able to store fewer images. Sending unnecessarily large s can annoy users, who may then choose not view it, or worse, unsubscribe from your communications. The most effective way to avoid sending bloated s is to minimize the file size of their images. We recommend that you preview s before sending them to determine their size. Whether an is too large depends on the nature of the , but as a general guideline, an of a few hundreds of kilobytes warrants caution. An of a few thousand kilobytes would be problematic for most users. You can reduce the file size of images using the Image Editor when adding or editing images in the design. For example, in the Image Editor, resize the image to smaller dimensions or crop the image. The file size of the image will be reduced without losing much image clarity. Note: You can change the dimensions of an image in the design, without using the Image Editor. However, while the width and height of the image may be reduced, the file size does not change. Preview Designs To ensure that images in designs appear as expected, always preview s before sending their campaigns. Campaigner User Guide Page 83

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111 Upload or Remove Library Images The Library is an online location on Campaigner servers available to you for storing images that you plan to use in HTML designs. Before you can add images from the Campaigner Library to an design, you must upload the images to the Library. Images you've uploaded are displayed in the Image Source tab of the Image Editor: Typically, you upload several images to the Library and then add them to designs, as required. For convenience, you can also upload an image to the Library at the same time as you add it to an HTML design. For information about this procedure, see Add Images to HTML Designs from the Library. You can also edit an image after uploading it. For example, you may want to crop an image to help the user focus on important details in the image. For information, see Edit Images. You can update an existing image in the Library by uploading an image with the same filename. Several guidelines apply to uploading images. These guidelines help ensure that images appear to recipients as you intend and that they don't consume more storage space than necessary. You may want to delete images from the Library if you no longer plan to use them in HTML designs. Deleting these images makes space available for new images. Ensure that you delete Library images only if they are not being used in any active campaign; otherwise, the images will be represented by broken links when viewed by recipients. For information, see Guidelines for Images. Campaigner User Guide Page 85

112 Steps to upload an image to the Library from the Insert Image dialog box 1. Ensure the image is an appropriate size (or resolution) for designs. 2. From the toolbar, click the Insert Image tool. Insert Image tool 3. Click the Upload new image tab. 4. Click Browse. 5. Locate the image and double-click it. 6. Click Upload to the library. Steps to delete a Library image from the Insert Image dialog box 1. From the toolbar, click the Insert Image tool. Insert Image tool 2. Click the Image source tab. 3. Select the image from the list. 4. Click the "x" beside the image name. 5. Click OK. Add Images to HTML Designs from the Library You can add images to an HTML design from the Campaigner Library. For information about the Library and how to directly add images to it, see Upload Images to the Library. Several methods are available for adding images from the Library to an HTML design. Choose the method that is most convenient for you at the time you want to add the image. After adding an image to an design, preview it to see how the image will appear to recipients who have configured interfaces not to display images. Page 86 Campaigner User Guide

113 Steps to insert an image at the cursor position 1. Place the cursor at the location in the design where you want the image to appear. If you want to replace an image, select it. 2. Click the Insert Image tool. Insert Image tool 3. Click INSERT. Steps to modify an image and insert it at the cursor position 1. Place the cursor at the location in the design where you want the image to appear. If you want to replace an image, select it. 2. Click the Insert Image tool. Insert Image tool 3. On the Image Source tab, click the image name. 4. If you want to edit the image, click EDIT IMAGE, make your changes in the Image Editor, and then click Save. For information about using the Image Editor, see Edit Images. 5. If you want to edit the image properties, click the Properties tab and make your changes. For information about modifying image properties, see Edit Image Properties. 6. Click INSERT. Add External Images to HTML Designs You can add images to an HTML design that are available from publicly accessible online locations. For example, you may want to use your corporate logo in an design. The image is available on your website and the design references it from website. Images in designs that are not referenced from the Library are referred to as external images. Ensure that external images remain available for the duration of their campaigns; otherwise, the images will be represented by broken links when viewed by recipients. For information, see Guidelines for Images. You can edit an image or its properties when inserting it. If you edit an external image, the edited version is saved to the Library and used in the design. You cannot edit the original external image. After adding an image to an design, preview it to see how the image will appear to recipients who have configured interfaces not to display images. Campaigner User Guide Page 87

114 Steps to insert an external image 1. Place the cursor at the location in the design where you want the image to appear. If you want to replace an image, select it. 2. Click the Insert Image tool. Insert Image tool 3. On the Image Source tab, click Enter an external image location. 4. Provide the location and filename of the image. An easy way to provide the URL is to copy it from the source location and paste it in this box. Alternatively, you can type the URL in the box, as shown in these examples: To select from recently specified URLs, click the arrow on the right-hand side of the text box. 5. If you want to edit the image, click Edit Image, make your changes in the Image Editor, and then click Save. For information about using the Image Editor, see Edit Images. 6. If you want to edit the image properties, click the Properties tab and make your changes. For information about modifying image properties, see Edit Image Properties. 7. Click INSERT. Open Images for Editing Edit images to customize them for an design. For example, crop an image to include only the content you want the user to focus on. You may also want to edit images to conserve storage space in the design or Library. For example, resizing or cropping an image to half its original proportions reduces the file size of an image while maintaining the image clarity. To edit an image, open it in the Image editor and then make changes. For information about making changes, see Edit Images. Step to open an image for editing Do one of the following: With the cursor in an design, click the Insert Image tool. On the Image Source tab, click the image in the list of Library images or specify the location and name of the external image. Click Edit Image. With an image selected in an design, click the Edit Image tool in the toolbar. Edit Image Page 88 Campaigner User Guide

115 Edit Images Edit images to customize them for an design by resizing, cropping, flipping, or rotating them. Editing images can also help to conserve storage space in the design or Library. For example, resizing or cropping an image to half its original proportions reduces the file size of an image while maintaining the image clarity. You edit images in the Image Editor. Several methods are available for opening an image in this editor, depending on whether you're using the Smart Builder or the Full Editor. However, the editor itself is the same once an image is open All edited images are saved to the Library. If an image with the same name already exists, you can replace it or save the edited version using a different name. If you edit an external image, you cannot save the edited version to the original, external location. When working with images that were resized in the design, the Image Editor shows the original size of the image that was inserted and the current size in the design. These values are displayed in the Resize area of the Image Editor, and are useful for comparison when using the Resize options. To ensure that edited images appear in designs as expected, always preview s before sending campaigns. Steps to resize an image 1. Select the Resize Proportionately checkbox if you want the current proportions of the image to be maintained when changing the width or height. 2. Do one of the following: In the Resize area, drag the Width or Height bar to the left to decrease the measurement or to the right to increase it. To make incremental changes, click the arrow at either end of the bar to change the size by one pixel. Campaigner User Guide Page 89

116 Type a pixel value in the Width or Height box. If you chose Resize Proportionately in Step 1, set only the width or height value. The remaining value is determined based on the relative proportions of the image. Steps to crop an image 1. Click Enable Crop. The Image Editor displays a dotted line rectangle that represents the portion of the image that will be retained when cropping is complete. 2. With your mouse cursor, click and drag the corners of the crop box to size it, and drag the crop box to move it over the area of the image you want to retain. You can drag a corner of the crop box when the cursor changes to a double-headed arrow as you hover the cursor over the corner. To move the crop box, the cursor changes to a four-headed arrow when hovering the cursor in the center of the box. If you find it difficult to activate the corners or drag the crop box, you can type values in the Crop boxes. The x and y values position the box relative to the top, left corner of the image. The Width and Height boxes determine the size of the crop box. 3. Click Save. Steps to flip or rotate an image 1. If the flip or rotate options aren't displayed, click the Flip and Rotate arrow. 2. Click one Flip option and one Rotate option. For example, to only flip the image vertically, click Vertical from the Flip options and None from the Rotate options. Step to discard changes to the image since it was opened in the Image Editor Click Reset. Steps to save the edited image to the Library 1. Do one of the following: If you want to replace an image that already exists with the edited image, type the name of the existing image and select Update Library if Image Already Exists. If you want to save the edited image as a new image, type a new name and clear Update Library if Image Already Exists. 2. Click Save. Edit Image Properties Images have a set of properties that define their dimensions (width and height) border color and width Page 90 Campaigner User Guide

117 tooltip (a user-friendly description of the image, which is sometimes referred to as Alternate Text or Alt Text) alignment margins You can edit these properties. Changing an image's properties affects only the image in the design. For example, assume that you add a border to an image in the design. If you later add the same image to another design, it will not have a border. Similarly, reducing the dimensions of an image in an design doesn't reduce the image size. The image size affects the size of the . To keep the size of s to a minimum, ensure you optimize the size of images before including them in designs. Tooltips are important for users who have turned off image displays in interfaces. Depending on the interface, the tooltip may appear when a recipient hovers the cursor over the image placeholder, providing a user-friendly description of the missing image. By default, the file name of the image is used as the tooltip. Step to access properties for an image in the design Click the image in the design. Image properties are displayed at the bottom of the HTML editor, as shown in this example. Note: For convenience, other methods are available for accessing image properties. With an image selected, click the Insert Image tool and click the Properties tab. Alternatively, rightclick the image and click Properties. Steps to change dimensions 1. Click the image in the design. 2. In the image properties box at the bottom of the editor, type the number of pixels for the width or height in the Width or Height boxes. Alternatively, click the arrows in each box to increase or decrease the measurement by 1. If available, the Maintain Aspect Ratio checkbox adjusts values so that the dimensions are proportional, relative to the original dimensions. Steps to add a border 1. Click the image in the design. 2. In the image properties box at the bottom of the editor, click the arrow in the Border Color box and click a color. 3. Type the number of pixels for the width in the Border Width box. Campaigner User Guide Page 91

118 Steps to add a tooltip 1. Click the image in the design. 2. In the image properties box at the bottom of the editor, type a meaningful description of the image in the Tooltip box. For example, this symbol aligns a selected image to the left-hand border: Campaigner sets this tool to the selected alignment. To apply the same alignment to another image, select it and click the Alignment tool. Steps to change the alignment 1. Click the image in the design. 2. In the image properties box at the bottom of the editor, click the arrow in the Alignment tool and click the symbol that represents the alignment type. Steps to change margins 1. Click the image in the design. 2. In the image properties box at the bottom of the editor, click the Properties button. 3. Click the arrows for each margin to display the number that represents the margin spacing. 4. Click OK. Test Images Some recipients may have configured interfaces not to show images. For example, recipients may find that s load faster without images, depending on the device or interface. If you use images in HTML designs, test how it appears both with images and without images. Although the representation of hidden images depends on the interface, these tests will give you a close approximation of what recipients will see. Testing images also lets you determine the size of the , including images. If you think the is too large, review the images you've used and remove any that aren't critical to the presentation of your message. Recipients may become annoyed if you send large or bloated s. Steps to see the design with images 1. From the Campaign wizard (Step 2 or 3), click the Preview and Test button. For other ways to open the preview window, see Preview an Click Show Images. Steps to see the design without images 1. From the Campaign wizard (Step 2 or 3), click the Preview and Test button. Page 92 Campaigner User Guide

119 Work with Links For other ways to open the preview window, see Preview an Click Hide Images. Overview of Links Use links in HTML and plain text designs to give recipients convenient access to related content. For example, in HTML s, the name of your business can be a text link to your website or your corporate logo can be an image link. The location or content displayed when a recipient clicks a link is referred to as the link destination. In plain text designs, the URL itself represents the link, such as: For more information, contact us at Tip: Keep the number of links in an to a minimum. Providing only one or two links allows users to focus on them, increasing the clicked through rate. Several types of links are available, depending on the format. You can create web location links to publicly-accessible link destinations, such as your website, an online document, or an online video tutorial. Both HTML and plain text designs can contain web location links. anchor links to content in the same , such as table of contents entries to their appropriate topics Only HTML designs can contain anchor links. links to automatically generate messages with a predefined header (which includes the sender address and subject line) Both HTML and plain text designs can contain links. Quicklinks. Quicklinks are a convenient way to store and access your frequently used web location, , and other links. For information on Quicklinks, see Manage Quicklinks. Both HTML and plain text designs can contain Quicklinks. You can edit or remove links at any time before sending the campaign. After you send an campaign, Campaigner tracks recipients' activity related to web location links to help you assess what works and what doesn t work for your customers, in your markets. Campaigner displays this activity in the campaign report for the in which the link is used. For example, you can view a preview of the design showing the percentage of recipients who clicked each trackable link. Anchor and links (including Quicklink links) cannot be tracked. Once an campaign is sent, you can only edit link destinations for its tracked links. Note: If you add links to the contents of your subscription management forms, these links will not be tracked. Campaigner User Guide Page 93

120 Link to Web Locations Web location links give recipients convenient access to related, publicly accessible link destinations, such as your website, online documents, or online video tutorials. Both HTML and plain text designs can contain web location links. In HTML designs, links may be represented by text or images. For example, your corporate logo may link to your website. For each link, you can define a tooltip, which typically provides a user-friendly description of the link destination. Depending on the interface, a tooltip can appear when a recipient hovers the cursor over the link. In plain text designs, the URL (the web address) of the link destination represents the link, such as: For more information, contact us at For web location links in both HTML and plain text designs, Campaigner tracks recipients' activity, by default. Campaigner displays this activity in the campaign report for the in which the link is used. This activity helps you assess what works and what doesn t work for your customers, in your markets. For example, you can use a report to determine the number of times a particular link was clicked at least once by recipients. You can also view a preview of the design showing the percentage of recipients who clicked each trackable link. When defining a web location link, you can change the following default options for linktracking: whether link activity is tracked. If you turn off link tracking, the campaign report will provide no information about activity for this link. the reporting name that identifies the link in the campaign report, if link activity is turned on. Campaigner assigns each link a default reporting name, but you may want to change it if another name is more meaningful to you. Note: After sending an campaign, the appearance and functionality of links in plain text s depends on the recipients interfaces and whether links are tracked. Links may not appear as shown in the Plain Text editor. If links are not working as expected in plain text s, you may want to consider removing links or turning off tracking. Steps to create a web location link in the HTML editor 1. In the HTML editor, select the content that you want to represent the link. 2. Click the Link tool. 3. On the Hyperlink tab, in the URL box, type the link destination. We recommend that you use full URL format, such as: Tip: Click the Test link to open the link destination, verifying that the URL is defined correctly. Page 94 Campaigner User Guide

121 4. If you want to change the text that represents the link or if you didn't select text in Step 1, type the text in the Link Text box. 5. In the Tooltip box, type the user-friendly text to appear as the tooltip. 6. If you don't want to track activity for this link, clear the Track Clicks box. 7. If the Track Clicks box is selected and you want to change the reporting name, type the new name in the Reporting Name box. 8. Click OK. Steps to create a web location link in the Plain Text editor 1. In the Plain Text editor, set the cursor at the location where you want the link to appear. 2. Click the Link tool. 3. On the Hyperlink tab, in the URL box, type the link destination. We recommend that you use full URL format, such as: Tip: Click the Test link to open the link destination, verifying that the URL is defined correctly. 4. If you don't want to track activity for this link, clear the Track Clicks box. 5. If the Track Clicks box is selected and you want to change the reporting name, type the new name in the Reporting Name box. 6. Click OK. Tip: If you insert content from the HTML editor into the Plain Text Editor, Campaigner automatically converts web location links to their text URL representations. Link to Content Using Anchors Anchor links give recipients convenient access to related content in the current . For example, you may want to provide a table of contents, where each entry links to the appropriate topic. HTML s can include anchor links. If you insert content from the HTML editor into the Plain Text Editor, Campaigner removes anchor links in the plain text design. Campaigner does not remove any text or image used to represent the link. When creating anchor links in HTML designs, you mark the link destination (the location in the you want displayed when the recipient clicks the link) using an anchor define the link by specifying the name of the anchor Campaigner User Guide Page 95

122 Optionally, you can define a tooltip, which typically provides a user-friendly description of the link destination. Depending on the interface, a tooltip can appear when a recipient hovers the cursor over the link. Steps 1. In the HTML editor, position the cursor in the design where you want to link to. 2. Click the Link tool. 3. On the Anchor tab, type a name for the anchor (for example, Introduction). 4. Click OK to create the anchor. 5. Highlight the content in the that you want to link to the anchor. 6. Click the Link tool. 7. On the Hyperlink tab, select the anchor from the Existing Anchor list. 8. In the Tooltip box, type the user-friendly text to appear as the tooltip. 9. Click OK. Create Messages Using Links links automatically display messages with a predefined header, giving recipients a convenient way to contact you by . Both HTML and plain text designs can contain links. When creating an link in an HTML design, you define the address to which the message will be sent and a subject line. For plain text designs, you define only the address. If you insert content from the HTML editor into the Plain Text Editor, Campaigner removes links. Campaigner does not remove any text or image used to represent the link. For example, the text "Contact Us" in an HTML design may represent an link. After inserting the HTML design into the Plain Text editor, you will need to define the text "Contact Us" as an link. Steps to define an link in the HTML editor 1. In the HTML editor, select the content that you want to represent the link. For example, select the text "contact us" if you want to create an message when the user clicks that text. 2. Click the Link tool. Page 96 Campaigner User Guide

123 3. On the tab, type the address to which the message will be sent. 4. Type the subject of the message. 5. Click OK. Steps to create an link in the Plain Text editor 1. In the Plain Text editor, set the cursor at the location where you want the link to appear. 2. Type the following: mailto: address where address represents the address to appear in the header. For example: mailto: Edit Links You may need to make changes to links, such as specifying a different link destination, tooltip, or tracking options. After sending an campaign, you can edit the destination of tracked links. For example, if an design includes a link to your privacy document and you move the document to a different location, you'll need to change the link destination so that Campaigner can find it when recipients click the link. Campaigner provides several methods to edit links. The method you choose depends on the types of changes you want to make, whether links are tracked, and whether the campaign has been sent. You can edit links directly in the design editors Use this method if you are editing only a few links (either tracked or untracked) for an campaign that has not been sent. You must also use this method for link properties that are only available using this method. For example, you must edit untracked links and tooltips using this method. edit a list of tracked links Use this method if you are editing link destinations or tracking options for several tracked links at the same time for an campaign that has not been sent. Tracking options include whether a link is tracked and the reporting name used to represent a link in campaign reports. After sending an campaign, use this method if you need to change link destinations for tracked links. Steps to edit a link in the HTML editor 1. Select the content that represents the link. 2. Click the Link tool. Campaigner User Guide Page 97

124 3. Edit the properties. The available properties depend on the link type. For example, for a web location link, in the ToolTip box, type a user-friendly description of the link destination. 4. Click OK. Tip: In the HTML editor, the URL and tooltip for a selected link are displayed at the bottom of the editor, along with the Link tool. This area provides alternative access to a few of the commonly used properties, which may be convenient for quick access. Steps to edit a link in the Plain Text editor 1. Select the link text. 2. Type the new link text. Steps to edit a list of tracked links for an campaign 1. On the Campaigns tab, click the campaign row, without clicking any links in the row. 2. From the Action bar, click More, Edit Trackable Links. 3. Click the tab for the format that contains the trackable links you want to edit. 4. If you no longer want to track a link, clear the checkbox beside its reporting name. You cannot turn off link tracking if the campaign has been sent. 5. If you want to change the reporting name, type the new name in the Reporting Name box for the tracked link. You cannot change the reporting name if the campaign has been sent. 6. If you want to change the link destination, type the new destination in the Link box for the tracked link. 7. Click OK. Remove Links You can remove links at any time before sending an campaign. HTML designs can use text or images to represent links. In this design editor, you can remove the link and the content that represents it. the link only, leaving the content that represents it. For example, if you've used an image to represent a link, you may want to remove the link without removing the image. In plain text designs, remove a link by deleting the text that represents the URL. For example, remove "http://www.campaigner.com" in the following sentence: Page 98 Campaigner User Guide

125 For more information, contact us at Steps to remove a link and the content that represents it in the HTML editor 1. Select the content that represents the link. 2. Press the Delete key. Steps to remove a link only in the HTML editor 1. Select the content that represents the link. 2. Click the Remove Link tool. Steps to remove a link in the Plain Text editor 1. Select the content that represents the link. 2. Press the Delete key. Link to Content Using Quicklinks Quicklinks are a set of frequently-used links that Campaigner stores for you. Quicklinks may be represented by text or images. Each Quicklink has default link text; if you do not apply a Quicklink to an image or an existing piece of text, Campaigner will insert the Quicklink's default text into your campaign content at the location you clicked. Unless otherwise specified, a Quicklink's default text will be used as the tooltip for linked images and text links. Quicklinks have the following link-tracking characteristics: Quicklink activity is always tracked. The reporting name that identifies the link in the campaign report is the Quicklink text. For more information on Quicklinks, see Manage Quicklinks. Steps to add a Quicklink in the HTML editor or Plain Text editor 1. In the HTML or Plain Text editor, select the content that you want to represent the link. 2. Click the Link tool. 3. From the Quicklink list, click the link you want to add to your Click Insert. Campaigner User Guide Page 99

126 Work with Tables Overview of Tables HTML designs can include tables. Tables structure information using rows and columns. For layout purposes, Campaigner outlines rows and columns in tables using gridlines. These gridlines don't appear to users when reading the . If you aren't starting your design from an template, a table is a useful way to structure the layout of a blank design. Campaigner provides many methods for inserting and customizing tables. This section describes a few of the commonly-used features, including how to create a table, add and remove rows or columns, split and merge cells, edit tables, and delete tables or their content. After you become familiar with these features, explore other available features to find alternative methods for performing these tasks. You'll also find information about other options, such as adding color to table borders. Create a Table When creating a table, you specify the number of columns and rows it contains. After creating the table, you can customize it by merging or splitting cells, modifying margins and borders, and so on. Steps 1. Place the cursor in the HTML editor where you want the table to be located. 2. Click the arrow in the Table tool. 3. Move your cursor to highlight the rows and columns in the grid that represent the table you want to create. Click the lower, right-most cell of the highlighted rows and columns. Tip: You can also insert a table using the Table wizard, which is available from the Table tool. Add or Remove Table Rows or Columns You can easily add and remove rows or columns in tables to structure its content as needed. Only one row or column may be added at a time. When you remove a row or column, its content is also deleted. Page 100 Campaigner User Guide

127 Steps to add a table row 1. Click a cell in the row above or below where you want to add a row. 2. From the Table tool list, click the Insert Row Above or Insert Row Below symbol. For example, click this symbol to insert a row above the one in which the cursor is located: Steps to add a table column 1. Click a cell in the column to the left or right of where you want to add a column. 2. From the Table tool list, click the Insert Column Left or Insert Column right symbol. For example, click this symbol to insert a column to the left of the one in which the cursor is located: Steps to remove a table row or column 1. Click a cell in the row or column that you want to delete. 2. From the Table tool list, click the Delete Row or Delete Column symbol. For example, click this symbol to delete the column in which the cursor is located: Split or Merge Table Cells When designing a table, you may not necessarily want every row and column to contain the same number of cells. For example, to display a newsletter banner, you may want the first row of a table to be comprised of one cell that spans all columns in the table. Displaying the banner image in this cell shows the banner across the width of the table (if the size of the image is appropriate). To change the number of cells in a row or column, you merge (or combine) and split (or divide) cells. You can merge or split only one cell at a time. Steps to merge cells in a row 1. Click the left-most cell. 2. From the Table tool list, click the Merge Cells Horizontally symbol. Campaigner User Guide Page 101

128 Steps to merge cells in a column 1. Click the top-most cell. 2. From the Table tool list, click the Merge Cells Vertically symbol. Steps to split cells 1. Click the left-most cell. 2. From the Table tool list, click the Split Cells symbol. Select Tables Because tables are the basis for the layout of an design, you must select the area of a table in which you want to work. For example, to add an image to a specific table cell, you must first select the cell. The markers that indicate the areas of a table that are currently selected depend on the type of web browser you are using. Here is one example of markers that identify a table selection: Edit Tables After inserting a table into an HTML design, you can edit it at any time. For example, you can add a border to outline the table or change the dimensions (width and height) of the table. Properties are displayed at the bottom of the HTML design editor when the table is selected: For information about applying colors to table borders and backgrounds, see Add Colors. Page 102 Campaigner User Guide

129 Steps to resize a table 1. Select the outside borders of the table. 2. Type the number of pixels for the width or height in the Width or Height boxes. Alternatively, click the arrows in each box to increase or decrease the measurement by 1. Steps to change the alignment of a table 1. Select the outside borders of the table. 2. Click the arrow in the Alignment tool and click the symbol that represents the alignment type. For example, this symbol aligns the table to the left-hand border: Personalize the Using Merge Fields Overview of Merge Fields HTML and plain text designs can be personalized for individual recipients, which tends to increase response rates for campaigns. For example, a personalized greeting (such as "Hi Allison" or "Hi Greg") is more friendly and inviting to customers than a generic greeting. Personalize s using merge fields. For example, the merge field [Contact.First Name] represents the value defined for each contact's first name. You may choose to include this merge field in the design as part of the greeting: Hi [Contact.First Name], When sending the campaign, Campaigner substitutes each recipient's first name. For example: Hi Allison, Each merge field represents one contact field. For example, the [Contact.First Name] merge field represents the First Name contact field. This relationship is important to remember. If no contact information is available for a merge field when Campaigner sends the campaign, the default value for the contact field is used. For example, if the default value for the First Name contact field is "n/a", Campaigner displays "Hi n/a" in the sent to recipients for which no first name is available. A more meaningful default value is "Customer" or "Subscriber". For information about contact fields and how to define default values, see Overview of Contact Fields. Campaigner User Guide Page 103

130 Add Merge Fields Add merge fields to personalize designs. You add merge fields from the Campaigner Library. This Library is available when using the Campaign wizard (Step 2): After adding a merge field to an design, test it to see how Campaigner will substitute different types of values when the campaign is sent. Steps 1. Position the cursor in the design editor where you want to add the merge field. 2. In the toolbar, click the Merge tool. 3. From the list, select the merge field you want to insert. You can see more merge fields by clicking the More... option at the bottom of the list. Test Merge Fields When used correctly, merge fields are an effective way of personalizing an and increasing response rates. However, because merge fields in designs represent values that are substituted when the campaign is sent, we recommend that you test merge fields when designing s. Testing merge fields helps ensure that substituted values are appropriate for the context in which they are used. You can test the values substituted when contact information is available If you've defined test contacts, you can substitute their contact information as values for merge fields. by default when contact information is not available You can substitute the default value for the contact field that represents a merge field. Some default values may not be appropriate (for example, "n/a"). Steps to test merge fields using values defined for test contacts 1. From the Campaign wizard (Step 2 or 3), click the Preview and Test button. For other ways to open the preview window, see Preview an Select Show Values for Merge Fields. Page 104 Campaigner User Guide

131 3. Click Use Values from Test Contacts. 4. Click the Previous or Next button to substitute values for another test contact. Add Colors Steps to test merge fields using default values defined contact fields 1. From the Campaign wizard (Step 2 or 3), click the Preview and Test button. For other ways to open the preview window, see Preview an Select Show Values for Merge Fields. 3. Click Use Default Merge Field Values. If no default value is defined, the merge field appears to be blank. In HTML designs, you can add color to text fonts text backgrounds table cell backgrounds image or table borders You can choose colors from a palette of preset colors or define a custom color. For example, to reflect existing corporate branding in your design, define a custom color used in your logo. Colors are represented using a combination of red (R), green (G), and blue (B) values, which are sometimes referred to as RGB or HEX color values. If you want to learn more about color values, many third-party resources are available, such as the Internet. Here is an example of the color palette: Campaigner User Guide Page 105

132 Steps to apply color 1. Select the content. For example, to apply color to text, select the text. To apply color to the background of a table cell, select the table cell. 2. Click the arrow in the appropriate color tool. Text Color tool for applying color to text Highlight tool for applying color to text backgrounds, table cell backgrounds, table borders, or image borders 3. Do one of the following: If you want to apply a color from the palette, click the color. If you want to apply a custom color, click Add Custom Hex Color. Type the HEX value of the color and click OK. For example, the value "#000000" represents the color black. Delete Content in the Design You can delete any content in the design editors. You can delete one design element (such as an image, table, or paragraph) at a time or all content in the active design editor. For information about deleting links, see Remove Links. For information about deleting formatting or fonts for text, see Format Text. Steps to delete one element at a time 1. Select the content. To delete an image, click it. To delete a paragraph, highlight the entire block of text. To delete a table, click a gridline that outlines the outside border of the table. When an outside border can be selected, the cursor changes to a + symbol. 2. Press the Delete key. Steps to delete all content in the active editor 1. Click the arrow in the Clear tool and click Clear All. 2. Click OK. Edit HTML Code The HyperText Markup Language (HTML) is a coding method used to create and format web documents. All of the content in design editors is coded in HTML. The design editors provide Page 106 Campaigner User Guide

133 a user-friendly interface for designing s, without requiring that you understand or use HTML. If you're familiar with HTML codes, you may prefer to make some changes by editing the code directly. If you aren't familiar with HTML, many resources are available on the Internet to help you learn about the codes. Step to view HTML code In the HTML editor, click HTML at the bottom of the editor. Preview, Test, or Print s Preview an You may have several ideas about how best to present your message. Some decisions are subjective, such as which colors are most suitable. Other decisions depend on the content of the design, such as the placement of images. An easy way to try out several options is to preview the to get an idea of how the will be displayed to recipients. Previewing an is also useful if you want to refresh your memory about an existing . When you preview an , the design and details appear together in one window, as shown in this example. Campaigner User Guide Page 107

134 Although the actual presentation of the will depend on each recipient's interface, previewing an is particularly useful for comparing the subject line to the design to ensure that it accurately describes your message. testing merge fields (if used) to ensure they display values as you intend. testing images (if used) to see how the appears in interface both configured to show images and to hide images. verifying updates to your information (if any), such as social media links or your company's website. viewing the unsubscribe options in the footer. Step to open the preview Click the Preview and Test button, which is available from several locations, such as: in the Smart Builder, when adding content using content block forms in the Full Editor, from Step 2 or 3 of the Campaign wizard on the Summary page for any campaign on the Campaigns tab, as an option on the Action bar Page 108 Campaigner User Guide

135 Step to resize the preview window Drag the lower-right corner of the preview window to the new position. Step to close the preview window Click the Close Preview button. Send a Test Some design choices may be influenced by technical considerations. To help identify these potential issues, test the by sending it to sample group of contacts. Contacts can give you feedback about the following: delivery of the For example, you'll find out if s are delivered to Junk folders because of information used in the subject line. display of the design in various interfaces interfaces may interpret and display content uniquely. It is a good idea to select as test contacts users who work with different types of web browsers and clients. For example, tooltips and images dimensions may be different from what you see when designing the . When sending a test , you can also ask contacts for feedback about what they like about the design or how to improve it. When you send a test and the is available in both the HTML and Plain Text formats, Campaigner automatically prefixes the subject line with "TEST --" (for example, TEST -- Summer Clothing Promotion). Note: When you send the campaign to all recipients, the is displayed to each recipient in their preferred format. Steps 1. Preview the . For example, from the Summary, click the Preview and Test button. 2. In the Send Test (s) to area, do one of the following: Select All test contacts to send the to all contacts identified as test contacts. Campaigner User Guide Page 109

136 Select Address(es) to send the to people who are either not defined as contacts in Campaigner or who are not identified as test contacts. Type the addresses, separating each one with a comma. For example: 3. Click Send Test. 4. Click Close. Print an You may want to print an . For example, you may want to show the to people who don't have access to Campaigner. Steps 1. Preview the . For example, from the Summary, click the Preview and Test button. 2. Click Printable Version. 3. Click Print. 4. Follow the prompts, which depend on the type of printer. Page 110 Campaigner User Guide

137 Define, Manage, and Build Contacts Contacts Overview Contacts are people who have given you permission to contact them by . You can select as recipients for campaigns only people who are defined as contacts in Campaigner. You can easily define contacts and manage contacts in Campaigner. To obtain new contacts that Campaigner adds automatically for you, invite people to subscribe to your communications using a sign up form on your website or other online location. Ensure that you follow best practices to increase the number of relevant contacts and follow laws for marketing. Best Practices for Obtaining Contacts Before sending any campaign, you must obtain permission from recipients to communicate with them by . Obtaining this permission is referred to as permissionbased marketing, which protects consumers against unsolicited . Inviting people to subscribe to your communications is an effective way to obtain their permission. What is CAN-SPAM? Sending messages that people didn't ask for (or "SPAM") can damage the popularity and reputation of your business. Traditionally, users defined SPAM as any unsolicited commercial . Over time, users have become more sophisticated. Today, most users won't open an message if they believe that the information isn't relevant, even if the is from a sender they know. Campaigner User Guide Page 111

138 To help protect consumers against unsolicited , the United States Federal Trade Commission introduced the Controlling the Assault of Non-Solicited Pornography and Marketing Act of This act, referred to as CAN-SPAM, defines the rules for legal marketing, along with the penalties for organizations who disregard the rules. CAN-SPAM rules for legal marketing cover sign up and unsubscribe mechanisms, content compliance, and sending behavior. For example, if someone unsubscribes from your newsletter, CAN-SPAM requires that you remove that person from your list within 10 days. Invite People to Subscribe When you invite people to subscribe to your communications, they provide their contact information during the subscription process. By doing this, people are giving you permission to send them communications. There are many ways to invite users to subscribe. In fact, using several methods maximizes your potential customer base by reaching people in different markets. Here are some ideas to get you started: Collect business cards at tradeshows or conferences, or leave sign up sheets by your store register. You can also ask for contact information when providing services (such as telephone support). When using these methods, ensure that customers understand that you ll be sending communications to them using the contact information they provide. Post sign up forms on your website for visitors to submit if they want more information about your products or services. Use "word of mouth" (or viral marketing) and ask your contacts to pass s along to others. After reading the , these secondary recipients may decide to subscribe as well, so make signing up easy by including in the message a sign up form or a visible link to a sign up form. View, read, and explore how other companies or organizations build their contacts using permission-based practices. You may find that techniques used in completely different markets work for you too, so don't focus on only your competitors and partners. Keep the following in mind when inviting users to subscribe to your communications: Ask only for the information you really need. Subscribing should take as little time as possible. Indicate that users can unsubscribe from future communications at any time. Respond quickly and efficiently to requests to subscribe or unsubscribe. Provide a clear and concise privacy policy that explains how you treat your customers personal contact information. Respect the terms of your privacy policy and never breach your customers trust. Page 112 Campaigner User Guide

139 Guidelines for Working with Contacts Consider the following when planning how to add and manage contacts in Campaigner. What Information Do You Want to Gather for Contacts? Each piece of information stored for a contact is referred to as a contact field. Campaigner provides several standard contact fields, such as address and last name. To gather information for contacts that is not represented by standard contact fields, create custom contact fields. For example, create a custom contact field named "Birthday" if you want to store information about contacts' birthdays. Before adding contacts to Campaigner, try to create all the custom fields you plan to use. Although you can add custom fields at any time, you'll need to go back and add this information for any contacts who existed before creating the custom fields. To start learning about standard and custom contact fields, see Overview of Contact Fields. Are Contacts Already Defined in Another Resource? You may already have contact information available. For example, you may have recorded contact names and addresses in a spreadsheet. Several methods are available to help you add existing contact information to Campaigner. To start learning about the available methods, see Overview of Defining Contacts. Can You Group Contacts by Common Characteristics or Interest? To help manage contacts, mailing lists group subscribers based on common characteristics (such as gender) or interests (such as new products or promotions). While you can assign contacts to mailing lists at any time, you may find it useful to do so when adding contacts to Campaigner. For example, you may have used different spreadsheets to group contacts based on distinguishing characteristics. When importing contacts from each spreadsheet, assign its contacts to a unique mailing list. To get started learning about mailing lists, see Overview of Mailing Lists. Defining Contacts Overview of Defining Contacts You can easily define contacts in Campaigner. Several methods are available so that you can choose one that is most appropriate for you. Regardless of the method you use to add contacts, you must provide an address for every contact. Campaigner refers to the address and other types of contact information as contact fields. If you want to store information that is not represented by existing contact fields, create custom fields. Campaigner User Guide Page 113

140 When adding contacts, you can assign them to mailing lists, which group subscribers based on common characteristics (such as gender) or interests (such as new products or promotions). If you don't assign contacts to mailing lists when adding contacts, you can do this at a later time. The number of contacts you can add to Campaigner is determined by your account plan. Tip: To obtain new contacts that Campaigner adds automatically for you, invite people to subscribe to your communications using a sign up form on your website or other online location. Choose a Method for Defining Contacts Campaigner provides several methods for defining contacts: add contacts manually import contacts from a file (either by uploading or pasting contact information) import contacts from an online service Before adding contacts using any method, ensure you have obtained contacts' permission to communicate with them by . Add Contacts Manually Import from a File Use this method when you receive information for one or two contacts at a time. You can also use this method when contact information hasn't been provided electronically, such as contacts who gave you business cards during a conference. You can update contact information in Campaigner by manually editing contacts. Use this method to define contacts when information is already available in a file (such as a spreadsheet) or when contact information can be exported to a file from another resource. The file that contains the contact information you are importing is referred to as a contacts file. You can either upload contact information from a file or paste contact information from a file. Use the upload option if the contacts file is a Microsoft Excel file with more than 300 contacts and you want to import all the contacts. All contacts must be defined on the first worksheet of the file. the contacts file is a Microsoft Excel file, but Microsoft Excel is not available on the computer you are using to perform the import. the information is available in another type of resource (such as a non-microsoft Excel spreadsheet), but can be exported to a Microsoft Excel spreadsheet or a comma separated value (.csv) file. the contacts file is a vcard (.vcf) file. Page 114 Campaigner User Guide

141 Use the paste option if the contacts file is in the Microsoft Excel format, and meets the all of the following conditions: no more than 300 contacts are defined in the file each contact is defined in its own row the address for each contact is defined in the same column for all rows When using the paste option, you can choose to import only a subset of contacts defined in the contacts file. In this case, the contacts file can include more than 300 contacts, but you must select fewer than 300 for pasting. edit contact information after pasting it. You can update contact information in Campaigner using either the upload or paste option for importing from a file. Information in the contacts file overwrites the information in Campaigner. Import from an Online Service Use this method to define new contacts for which contact information is already available in an online service. Supported online services include Yahoo! Mail, Gmail, and Hotmail. You cannot use this method to update information for contacts with addresses already defined in Campaigner. Instead, use one of the methods for importing contacts from a file. If your contacts are available in an online service that is not supported by Campaigner, use one of the methods for importing contacts from a file. Add Contacts Manually Add contacts manually when you receive information for one or two contacts at a time. You can also use this method when contact information hasn't been provided electronically, such as contacts who gave you business cards during a conference. Note: Several methods are available for defining contacts in Campaigner. Review all methods to ensure you are using the one most suitable for your contacts. To add a contact manually, define contact information by providing the appropriate values for contact fields. For example, you must provide the contact's address in the contact field. You can also assign the contact to one or more mailing lists. Before adding contacts, ensure you have obtained contacts' permission to communicate with them by . The number of contacts you can add to Campaigner is determined by your account plan. Steps 1. On the Dashboard or the Contacts tab, click the following button: 2. In the button submenu, click Manually Enter Information. Alternatively, from any tab except the Dashboard, click New, Contact on the Action bar. Campaigner User Guide Page 115

142 3. Type the contact s address. 4. Define values for the contact fields. To change a text value (for example, Address), type the new value in the box. To change a value in a list box (for example, Format), select the value from the list. To change a checkbox selection (for example, Receives test messages), select the checkbox. To change a date, type the date in the box or select a date from the Calendar. The date format depends on how you've configured date settings. 5. Select any mailing lists that you want to assign this contact to. If you want to assign the contact to a mailing list that doesn t yet exist, type the name of the new mailing list and click Add New Mailing List. Select the mailing list. 6. Click Save. If you want to add another contact immediately, click Save and Add Another. Note: Campaigner monitors contact-related activity to ensure compliance with its Anti-SPAM policy. Campaigner does not allow use of purchased mailing lists or other types of inappropriate contact sources. Import Contacts by Uploading from a File Overview of Steps Want to see this? Watch the Grow and Manage Mailing Lists video tutorial. Import contacts by uploading from a file when information is already available in a file (such as a spreadsheet) or when information can be exported to a file from another resource. You can upload from Microsoft Excel files, vcard files, or comma separated value files. For information about file requirements, see Choose a Method for Defining Contacts. Note: Several methods are available for defining contacts in Campaigner. Review all methods to ensure you are using the one most suitable for your contacts. Before importing contacts using any method, ensure you have obtained contacts' permission to communicate with them by . Ensure that you are aware of the number of remaining contacts available with your account plan before importing more contacts. If you add more contacts than available with this plan, Campaigner may automatically upgrade your account to the next higher-level plan. You upload contacts from a file using the Import Contacts wizard. This wizard guides you through the following tasks: identifying the file in which contacts are currently defined. This source file from is referred to as the contacts file. Page 116 Campaigner User Guide

143 Adding a contact who is already defined in Campaigner updates the existing contact information with the information in the file. selecting the contacts you want to add to Campaigner (vcard files only). You do not have to import all the contacts defined in the contacts file. If you do not select all contacts, you can import additional contacts at a later time by perform the import again. matching Campaigner's contact fields to columns from the contacts file. For example, match Campaigner's contact field to the column from the contacts file that contains addresses. assigning contacts to one or more mailing lists that you select. All contacts being imported are assigned to the selected mailing lists. You don't have to assign contacts to any mailing list. If you are updating information for a contact who has opted out of communications, ensure that you do not assign the contact to mailing lists. After you finish the Import Contacts wizard, Campaigner processes the contacts and then sends a notification to the Message Center. This notification indicates that the contacts were successfully imported or describes any errors that occurred. The processing time required by Campaigner depends on several factors, including the number of contacts being imported. Note: Campaigner monitors contact-related activity to ensure compliance with its Anti-SPAM policy. Campaigner does not allow use of purchased mailing lists or other types of inappropriate contact sources. Start the Import Contacts Wizard Use the Import Contacts wizard to import contacts into Campaigner by uploading from a file. Step On the Contacts tab, click Import on the Action bar. Upload from a File The file from which you want to upload contact information is referred to as the contacts file. This file must be a Microsoft Excel file, a vcard file, or a comma separated value file. For information about requirements for the file and its contents, see Choose a Method for Defining Contacts. If the file contains contacts who are already defined in Campaigner, existing information is updated with information in the contacts file. Campaigner User Guide Page 117

144 Preparing a Contacts File in a Comma Separated Value Format If contact information is in a different format than Microsoft Excel or vcard, you must export contact information to a comma separated value (.csv) file. In the.csv format, each contact is represented by one row and each column represents one type of contact information. The following example shows a.csv file that is open in a spreadsheet: First Name Last Name John Smith Ally Brown Note: Viewing a.csv file in a text editor shows each row value separated by a comma. Tip: To easily convert a spreadsheet into a comma separated value file, try using the Save As feature in your spreadsheet editor. Note that all your contacts must be defined on the first worksheet of the spreadsheet. If the resource in which contacts are currently defined supports exporting information, you may find information about how to perform the export in the resource's documentation. Steps 1. Ensure that contact information is available in a contacts file (a Microsoft Excel file, a vcard file, or a comma separated value file). 2. In the Import Contacts wizard (Step 1), from the Import Contact From list, click Upload Your File. 3. Click Browse. 4. Locate the contacts file and double-click it. 5. Click Next. Select Contacts for Import The Import Contacts wizard reads contact information for all contacts you are importing. From this list, you select the contacts that you want to add to Campaigner. Any contacts in this list that you do not select for import can be added to Campaigner at a later time by performing the import again. Steps 1. In the Import Contacts wizard (Step 2), select the checkbox for any contacts you want to add to Campaigner. To conveniently select or clear all contacts, use the Select All or Select None links, respectively. Page 118 Campaigner User Guide

145 2. Do one of the following: If you are importing from a vcard file, review the matches between Campaigner's contact fields and information in your contacts file, as described in Match Contact Fields to Contact File Columns. If you are importing from an online service, click Next. Match Contact Fields to Contact File Columns The Import Contacts wizard must be able to identify how information from the contacts file corresponds to Campaigner's contact fields. For example, the Import Contacts wizard must know which column from the contacts file contains addresses. This column corresponds to Campaigner's contact field. The Import Contacts wizard attempts to automatically match contact fields with columns from the contacts file. If the wizard can't automatically determine which column represents addresses, you must manually match the contact field to a column from the contacts file. Optionally, you can choose to manually match contact fields and columns, or change any match that Campaigner determined automatically. For example, your contacts file may include a Status column that identifies contacts who have indicated they do not want to be contacted by using the value "Unsubscribe". You can match this column to Campaigner's Status field. Using this approach, you will identify which imported contacts should not be included as recipients of campaigns. With the exception of the contact field, you can also unmatch any contact field. Columns in the contacts file that aren't matched to a contact field are not imported. Note that vcards can contain more than one address field and address, only one of which can be matched for all contacts. If you find that no existing contact field is appropriate for columns in the contacts file, you can define custom contact fields. For example, create a Birthday contact field if the contacts file contains information about birth dates. Note: If possible, create the custom contact fields you'll need before adding any contacts to Campaigner to ensure that the same types of information are available for all contacts. Steps 1. In the Import Contacts wizard (Step 2), do one of the following: If you are importing from a Microsoft Excel file or a.csv file, review the default matches between contact fields and columns from the contacts file. If the Import Contacts wizard cannot automatically match the contact field to a column in the contacts file, it displays an error message indicating that you must match this contact field manually. If you want to change any matches or if the wizard was unable to automatically match the contact field to a column from the contacts file, click Modify Field Matching and go to Step 2. If you do not want to change any matches, go to Step 4. Campaigner User Guide Page 119

146 If you are importing from a vcard file, click Modify Field Matching and go to Step In the list box for each contact field you want to match, select the corresponding column from the contacts file. The contact field must be matched to a column. To unmatch a contact field from a column, select the value identified as "Not matched/do not import". Only the contact field requires a matched column. 3. Click Update Matching. 4. Click Next. Assign Contacts to Mailing Lists To help manage contacts, mailing lists group subscribers based on common characteristics (such as gender) or interests (such as new products or promotions). When importing contacts, you can assign them to one or more mailing lists, which may be convenient if you've already organized your contacts. For example, you may have used different spreadsheets to group contacts based on distinguishing characteristics. When importing contacts from each spreadsheet, assign its contacts to a unique mailing list. If an appropriate mailing list doesn t exist, you can create a new one. Use a name that is appropriate for viewing by users. Mailing list names may appear on sign up forms and pages used to unsubscribe from communications. If you don't assign contacts to mailing lists when importing them, you can do this at a later time. If you are importing contacts from a file and those contacts are already defined in Campaigner, check whether any of those contacts have opted out of communications. If so, do not assign them to mailing lists. Steps 1. In the Import Contacts wizard (Step 3), select any mailing lists that you want to assign these contacts to. If you want to assign contacts to a mailing list that doesn t yet exist, type the name of the new mailing list and click Add New Mailing List. Select the mailing list. 2. Click Finish. 3. Click Close. Alternatively, go to the Message Center and wait for the notification that Campaigner has completed processing the import of these contacts. Page 120 Campaigner User Guide

147 Import Contacts by Pasting from a Microsoft Excel File Overview of Steps Import contacts by pasting from a file when information is already available in a Microsoft Excel file or when contact information can be exported to a Microsoft Excel file. For information about requirements for the file and its contents, see Choose a Method for Defining Contacts. Note: Several methods are available for defining contacts in Campaigner. Review all methods to ensure you are using the one most suitable for your contacts. Before importing contacts using any method, ensure you have obtained contacts' permission to communicate with them by . Ensure that you are aware of the number of remaining contacts available with your account plan before importing more contacts. If you add more contacts than available with this plan, Campaigner may automatically upgrade your account to the next higher-level plan. You upload contacts by pasting from a file using the Import Contacts wizard. This wizard guides you through the following tasks: pasting content that you've copied from Microsoft Excel into the Import Contacts wizard. This source file from is referred to as the contacts file. Adding a contact who is already defined in Campaigner updates the existing contact information with the information in the file. matching Campaigner's contact fields to columns from the contacts file. For example, you match Campaigner's contact field to the column from the contacts file that contains addresses. assigning contacts to one or more mailing lists that you select. All contacts being imported are assigned to the selected mailing lists. You don't have to assign contacts to any mailing list. If you are updating information for a contact who has opted out of communications, ensure that you do not assign the contact to mailing lists. After you finish the Import Contacts wizard, Campaigner processes the contacts and then sends a notification to the Message Center. This notification indicates that the contacts were successfully imported or describes any errors that occurred. The processing time required by Campaigner depends on several factors, including the number of contacts being imported. Note: Campaigner monitors contact-related activity to ensure compliance with its Anti-SPAM policy. Campaigner does not allow use of purchased mailing lists or other types of inappropriate contact sources. Campaigner User Guide Page 121

148 Start the Import Contacts Wizard Use the Import Contacts wizard to import contacts into Campaigner by pasting from a Microsoft Excel file. Paste from a File Step On the Contacts tab, click Import on the Action bar. The file from which you want to paste contact information is referred to as the contacts file. This file must be a Microsoft Excel file. For information about the requirements for this file and its contents, see Choose a Method for Defining Contacts. If you do not want to import all of the contacts, you can paste only a subset of those defined in the contacts file. You can edit contact information after pasting it. If the pasted contact information contains contacts who are already defined in Campaigner, existing information is updated with information in the contacts file. Steps 1. In the Microsoft Excel file, select and copy the rows for contacts you want to import. The selection must be a continuous set of cells within a rectangle of no more than 300 rows. 2. In the Import Contacts wizard (Step 1), from the Import Contact From list, click Copy/Paste from Excel. 3. Paste the copied rows into the Paste contacts into the box below box. You can easily remove the pasted content using the Clear Contacts button. 4. Click Next. Match Contact Fields to Contact File Columns The Import Contacts wizard must be able to identify how information from the contacts file corresponds to Campaigner's contact fields. For example, the Import Contacts wizard must know which column from the contacts file contains addresses. This column corresponds to Campaigner's contact field. The Import Contacts wizard attempts to automatically match contact fields with columns from the contacts file. If the wizard can't automatically determine which column represents addresses, you must manually match the contact field to a column from the contacts file. Optionally, you can choose to manually match contact fields and columns, or change any match that Campaigner determined automatically. For example, your contacts file may include a Status column that identifies contacts who have indicated they do not want to be contacted by using the value "Unsubscribe". You can match this column to Page 122 Campaigner User Guide

149 Campaigner's Status field. Using this approach, you will identify which imported contacts should not be included as recipients of campaigns. With the exception of the contact field, you can also unmatch any contact field. Columns in the contacts file that aren't matched to a contact field are not imported. Note that vcards can contain more than one address field and address, only one of which can be matched for all contacts. If you find that no existing contact field is appropriate for columns in the contacts file, you can define custom contact fields. For example, create a Birthday contact field if the contacts file contains information about birth dates. Note: If possible, create the custom contact fields you'll need before adding any contacts to Campaigner to ensure that the same types of information are available for all contacts. Steps 1. In the Import Contacts wizard (Step 2), do one of the following: If you are importing from a Microsoft Excel file or a.csv file, review the default matches between contact fields and columns from the contacts file. If the Import Contacts wizard cannot automatically match the contact field to a column in the contacts file, it displays an error message indicating that you must match this contact field manually. If you want to change any matches or if the wizard was unable to automatically match the contact field to a column from the contacts file, click Modify Field Matching and go to Step 2. If you do not want to change any matches, go to Step 4. If you are importing from a vcard file, click Modify Field Matching and go to Step In the list box for each contact field you want to match, select the corresponding column from the contacts file. The contact field must be matched to a column. To unmatch a contact field from a column, select the value identified as "Not matched/do not import". Only the contact field requires a matched column. 3. Click Update Matching. 4. Click Next. Assign Contacts to Mailing Lists To help manage contacts, mailing lists group subscribers based on common characteristics (such as gender) or interests (such as new products or promotions). When importing contacts, you can assign them to one or more mailing lists, which may be convenient if you've already organized your contacts. For example, you may have used different spreadsheets to group contacts based on distinguishing characteristics. When importing contacts from each spreadsheet, assign its contacts to a unique mailing list. Campaigner User Guide Page 123

150 If an appropriate mailing list doesn t exist, you can create a new one. Use a name that is appropriate for viewing by users. Mailing list names may appear on sign up forms and pages used to unsubscribe from communications. If you don't assign contacts to mailing lists when importing them, you can do this at a later time. If you are importing contacts from a file and those contacts are already defined in Campaigner, check whether any of those contacts have opted out of communications. If so, do not assign them to mailing lists. Steps 1. In the Import Contacts wizard (Step 3), select any mailing lists that you want to assign these contacts to. If you want to assign contacts to a mailing list that doesn t yet exist, type the name of the new mailing list and click Add New Mailing List. Select the mailing list. 2. Click Finish. 3. Click Close. Alternatively, go to the Message Center and wait for the notification that Campaigner has completed processing the import of these contacts. Import Contacts from an Online Service Overview of Steps Import contacts from an online service, including Yahoo! Mail, Gmail, and Hotmail. Note: Several methods are available for defining contacts in Campaigner. Review all methods to ensure you are using the one most suitable for your contacts. Before importing contacts using any method, ensure you have obtained contacts' permission to communicate with them by . Ensure that you are aware of the number of remaining contacts available with your account plan before importing more contacts. If you add more contacts than available with this plan, Campaigner may automatically upgrade your account to the next higher-level plan. You import contacts from an online service using the Import Contacts wizard. This wizard guides you through the following tasks: logging into the online source. selecting the contacts you want to add to Campaigner. You do not have to import all the contacts defined in your online service. If you do not select all contacts, you can import additional contacts at a later time by perform the import again. assigning contacts to one or more mailing lists that you select. All contacts being imported are assigned to the selected mailing lists. You don't have to assign contacts to any mailing list. Page 124 Campaigner User Guide

151 After completing the Import Contacts wizard, Campaigner processes the contacts and then sends a notification to the Message Center. This notification indicates that the contacts were successfully imported or describes any errors that occurred. The processing time required by Campaigner depends on several factors, including the number of contacts being imported. Keep the following in mind when importing contacts from an online service: For each contact, Campaigner reads the address from the online source and defines it for the contact. If available from the online service, Campaigner also defines the first and last name. No other contact information will be read from the online service. If an address is not defined for the contact in the online service, the contact is not added to Campaigner. You can import up to 500 contacts at a time from an online service. If you have more than 500 contacts, repeat the import process and select different contacts each time. Campaigner adds only contacts for which addresses are not already defined. For example, if a contact in Campaigner has the same address as a contact you are importing, Campaigner does not import any information for that contact. This means that you cannot update information for contacts already defined in Campaigner by importing newer information from the online service. Instead, use one of the methods for importing contacts from a file. Note: Campaigner monitors contact-related activity to ensure compliance with its Anti-SPAM policy. Campaigner does not allow use of purchased mailing lists or other types of inappropriate contact sources. Start the Import Contacts Wizard Use the Import Contacts wizard to import contacts into Campaigner by importing from an online service. Step On the Contacts tab, click Import on the Action bar. Provide Your Credentials The Import Contacts wizard must have access to the online service from which you want to import contacts. You provide access by giving the wizard the credentials necessary to log on to the service. Typically, credentials include a user name and password. These credentials are not saved within Campaigner. They are discarded after the wizard has read the contact information from the online service. Steps 1. In the Import Contacts wizard (Step 1), from the Import Contact From list, click the online service. 2. Type the credentials to access your account for the online service. 3. Click Next. Campaigner User Guide Page 125

152 Select Contacts for Import The Import Contacts wizard reads contact information for all contacts you are importing. From this list, you select the contacts that you want to add to Campaigner. Any contacts in this list that you do not select for import can be added to Campaigner at a later time by performing the import again. Steps 1. In the Import Contacts wizard (Step 2), select the checkbox for any contacts you want to add to Campaigner. To conveniently select or clear all contacts, use the Select All or Select None links, respectively. 2. Do one of the following: If you are importing from a vcard file, review the matches between Campaigner's contact fields and information in your contacts file, as described in Match Contact Fields to Contact File Columns. If you are importing from an online service, click Next. Assign Contacts to Mailing Lists To help manage contacts, mailing lists group subscribers based on common characteristics (such as gender) or interests (such as new products or promotions). When importing contacts, you can assign them to one or more mailing lists, which may be convenient if you've already organized your contacts. For example, you may have used different spreadsheets to group contacts based on distinguishing characteristics. When importing contacts from each spreadsheet, assign its contacts to a unique mailing list. If an appropriate mailing list doesn t exist, you can create a new one. Use a name that is appropriate for viewing by users. Mailing list names may appear on sign up forms and pages used to unsubscribe from communications. If you don't assign contacts to mailing lists when importing them, you can do this at a later time. If you are importing contacts from a file and those contacts are already defined in Campaigner, check whether any of those contacts have opted out of communications. If so, do not assign them to mailing lists. Page 126 Campaigner User Guide

153 Steps 1. In the Import Contacts wizard (Step 3), select any mailing lists that you want to assign these contacts to. If you want to assign contacts to a mailing list that doesn t yet exist, type the name of the new mailing list and click Add New Mailing List. Select the mailing list. 2. Click Finish. 3. Click Close. Alternatively, go to the Message Center and wait for the notification that Campaigner has completed processing the import of these contacts. Managing Contacts Overview of Managing Contacts Want to see this? Watch the Grow and Manage Mailing Lists video tutorial. It is important to keep contact information current and accurate. For example, addresses can change frequently. When a contact notifies you of an address change, update the address in the contact's information as soon as possible. Managing contacts may involve the following tasks: viewing a list of contacts and their information, such as addresses or statuses. editing contacts to update information. defining a contact as a test contact who provides feedback on designs. specifying a contact's preferred format (HTML or plain text). unsubscribing a contact. filtering or sorting contacts. deleting contacts. exporting contacts to distribute information to stakeholders who don't have access to Campaigner. Mailing lists provide an effective way to manage contacts by grouping subscribers based on common characteristics (such as gender) or interests (such as new products or promotions). Tip: Use the Contacts Summary panel on the Dashboard for an at-a-glance summary of the overall contact status. Campaigner User Guide Page 127

154 View or Select Contacts The Contacts tab lists your contacts: Select Contacts Columns in this list represent contact fields, such as Address and First Name. You can change or resize the columns displayed in this list. If more contacts are available than can be listed on one page, you can browse additional pages. Tip: To ensure that this list shows the most recently added contacts, click Refresh on the Action bar of the Contacts tab. To perform many contact management tasks, you select contacts from this contacts list. There are several ways to select contacts. Step to select one contact Click the contact row, without clicking any links in the row. Step to select one or more contacts For each contact, select the checkbox in the first column of the contacts list. This checkbox is selected when it displays a checkmark. -- or -- Press the Ctrl key and click each contact row, without clicking any links in the row. Page 128 Campaigner User Guide

155 Step to select all contacts Select the checkbox at the top of the first column of the contacts list. Change or Resize List Columns You can change the columns in the contacts list to show different contact information. For example, if you create a Birthday custom field, you may want to include it in this list. You can also resize columns to adjust the width. Steps to add or remove columns 1. Click Show/Hide Fields at the top of the contact list. 2. Select the contact fields you want to show. Ensure that other fields are cleared. 3. Click OK. Depending on how many fields are available, you may need to scroll to the bottom of the list to see the OK button. Edit Contacts Steps to resize columns 1. Hover the cursor over the border of the header for the column that you want to adjust. The cursor changes to a double-headed arrow when you can resize the column. 2. Drag the border to the new position. Update a contact s information to keep it current and accurate. For example, a contact may request that you change their address or telephone number. You may also want to change the mailing lists that a contact is assigned to. You may also need to edit contacts if you create custom contact fields. For example, after adding a contact field named Gender, you may want to edit existing contacts to define a value for this contact field. You can edit only one contact at a time. Steps 1. On the Contacts tab, click the address for the contact or the Pencil icon. Pencil icon Alternatively, select a contact and click Edit from the Action bar. If you have many contacts, you can filter or sort the list to locate the contact. Campaigner User Guide Page 129

156 2. Make the changes to the contact fields or mailing lists: To change a text value (for example, Address), type the new value in the box. To change a value in a drop down list box (for example, Format), select the value from the list. To change a checkbox selection (for example, Receives test message), select the checkbox. To change a date, type the date in the box using the mm/dd/yyyy format or select a date from the Calendar. You can clear the date by selecting the Clear Value checkbox. The date will be cleared after you save changes. For more information about test contacts, see Define Test Contacts. For more information about selecting formats, see Specify a Preferred Format. 3. Click Save and Close. Define Test Contacts Test contacts are people you've asked to provide feedback about s before you send them to all recipients. Campaigner sends s to test contacts when you test an campaign (or when testing using the Campaign wizard). You must define a contact as a test contact before testing an campaign. You view a list of contacts who have been defined as test contacts using a filter. Note: If you personalize content in the design, Campaigner substitutes values defined for test contacts when testing merge fields. Step to filter contacts to show only test contacts On the Contacts tab, click All Test Contacts from the Show list. Steps to define a test contact 1. On the Contacts tab, click the address for the contact. Alternatively, select a contact and click Edit from the Action bar. 2. Select Receives test messages. 3. Click Save and Close. Specify a Preferred Format When an is available in both HTML and plain text formats, Campaigner sends a multi-part message comprised of both versions. The interface for each recipient displays the appropriate version based on the configuration of the interface. For any contact, you can override the interface configuration. For example, in a sign up form, a contact may have indicated a preference for the plain text format. To ensure that the contact receives s in the preferred format, regardless of the interface or Page 130 Campaigner User Guide

157 its configuration, set the format for the contact in Campaigner. Ensure you make this change before sending campaigns that include the contact as a recipient. Steps 1. On the Contacts tab, click the address for the contact. Alternatively, select a contact and click Edit from the Action bar. If you have many contacts, you can filter or sort the list to locate the contact. 2. In the Format list, click the format you want the contact to receive. 3. Click Save and Close. Search Contacts Using Filters Over time, you may collect a significant number of contacts. The list on the Contacts tab may span many pages. To quickly find specific contacts, filter this list to show only a subset of contacts. For example, filter the list to show only contacts with a specific domain in the address. You can filter contacts by selecting a preset filter or view defining a simple search based on contact information only defining an advanced search based on contact information, mailing lists, or segments After filtering contacts, Campaigner shows the number of contacts that meet the filter criteria. This number (referred to as items) is shown in the lower left-hand corner of the screen. You may want to create segments based on filtered results. For information about creating segments based on filtered contacts, see Start the Create Segment Wizard. After finding the contacts you're looking for, you can remove filters to display all contacts. When no filter is applied, Campaigner updates the number of items shown in the lower lefthand corner of the screen to display the total number of contacts. Campaigner User Guide Page 131

158 Preset Filters and Views The Contacts page provides a list of preset filters and views in the Show list. Preset filters represent commonly-used values for finding contacts, as subscribed contacts or unsubscribed contacts. Views represent the most recent advanced search results, a mailing list, or a segment. After using a mailing list or segment view, Campaigner adds it to a list of recently viewed mailing lists and segments. This list will not be available until you use a mailing list or segment view. Step to apply a preset filter On the Contacts tab, click the filter from the Show list. For example, click All Test Contacts to see only the contacts defined as test contacts. Simple Search Steps to use a view 1. On the Contacts tab, click the view from the Show list. For example, click Custom - Last Advanced Search Results to view the contacts matching the criteria for the last advanced search you defined. 2. For a mailing list or segment, from the Please Select list, click its name. When you want to filter contacts based on contact information shown on the Contacts tab, use a simple search. For example, search for contacts with a specific domain in their address. If you apply more than one filter, the results include only the contacts who match all the filters. If you search for contacts with a specific domain in their address and with a status of Subscribed, only the contacts with both the specified domain and status are returned. Some contact fields may not be available for use as filter criteria. Page 132 Campaigner User Guide

159 Steps 1. On the Contacts tab, ensure that the contact fields you want to use in the filter are shown as columns in the contact list. Advanced Search You show or hide contact fields using Show/Hide Fields. 2. For each contact field you want to filter by, set its value in the appropriate column's filter box: To change a text value (for example, Address), type the value in the box. To change a value in a list box (for example, Status), select the value from the list. To change a date, type the date in the box using the mm/dd/yyyy format or select a date from the Calendar. You can specify only an exact match to one day. For example, you cannot specify a date range. With one exception, Campaigner filters the contact list at the time that a filter value is set. For text values, you must press Enter or click the cursor in another filter box to apply the filter. When you want to filter contacts based on contact information, mailing lists, or segments, use an advanced search. For example, search for contacts with a specific domain in their address who are also in both a mailing list and segment you specify. An advanced search is also useful when you want to search for contacts using multiple filters, where you want results to show contacts who match any of the filters. For example, if you search for contacts with a specific domain in their address or with a status of Subscribed, results include contacts with either the specified domain or status. (Results include contacts with both the specified domain and status.) Advanced search criteria uses any combination of these types of search groups: Contact fields (such as Last Name, Phone Number or any custom contact fields) Mailing lists or segments For each search group, you define at least one filter. For example, for the contact fields search group, define a filter that searches for "Smith" as the Last Name and a filter that defines "HTML only" as the Format. Here are the options you'll use to define search criteria: Campaigner User Guide Page 133

160 The following example shows the Mailing List/Segment filter group, with two filters. Because the Match option is set to "All", contacts returned for this search must belong to both the Contacts Added in the Last 30 Days segment and the New Subscribers mailing list. If the Match option was set to "Any", then contacts for this segment must belong to the Contacts Added in the Last 30 Days segment or the New Subscribers mailing list. Contacts may belong to both the segment and the mailing list, but are not required to belong to both. When more than one search group is used, the contacts returned for the search include those who match all of the following: at least one filter in search groups with the Match option set to "Any" all filters in search groups with the Match option set to "All" For example, the following criteria means that contacts must have an address that contains "mycompany" or "yourcompany". Contacts must also belong to both the Contacts Added in the Last 30 Days segment and the New Subscribers mailing list. For contact information filters, ensure you consider how you want blank values handled. For example, assume that you've created a custom field for Gender and have defined a default value of "Male". If a filter includes contacts who are male, the following occurs when contacts are filtered when some contacts do not have a gender specified in their contact information: If you've selected Use Default Values for Blank Fields, then contacts without a value for Gender will be included in the search results. The filter assumes that, if no value is specified, the contact is male. Page 134 Campaigner User Guide

161 If you've cleared Use Default Values for Blank Fields, then contacts without a value for Gender will not be included in the search results. The filter cannot determine whether these contacts are male. Steps to define an advanced search 1. On the Contacts tab, click Advanced Search. 2. From the Search Group list (labeled as "Search within"), click the arrow and select the search group. 3. Click the Add Another Search Group link or button to the right of the Search Group list. 4. Define a filter for the first search group by clicking appropriate values from the option boxes. 5. If you want to add another filter for this search group, in the search group area, click the Add Filter link or button. 6. If you want to define another search group and its filters, repeat Steps 2 to 5 using the search group created in Step Repeat Steps 2 to 6 until you have defined all the search groups and their filters for this advanced search. Step to remove a filter In the search group area, click the x button beside the filter. Remove All Filters If the search group contains only one filter and you delete it, Campaigner deletes the search group area. After filtering contacts using any method described in this topic, you can remove filters to display all contacts. Sort Contacts Step Click Show All at the top of the contact list. By default, Campaigner sorts contacts in ascending alphabetical order by address. You can sort the list of contacts to organize them using different criteria. For example, you can sort by name. You sort the list based on column headers, in ascending or descending order. To indicate that a column has been sorted, Campaigner displays a Sort symbol beside the name of the column header. This symbol indicates the sort order. Campaigner User Guide Page 135

162 Steps 1. On the Contacts tab, ensure that the contact field you want to sort on is a column in the contact list. Use Show/Hide fields to change the contact fields shown in the contacts list. 2. Click the column header. Some column headers may not be available for sorting. 3. If you want to sort the list in descending order, click the Sort button in the column header. Click this button a third time to remove sorting. Unsubscribe Contacts Manually If a contact asks (in person, by telephone, or by ) that you no longer communicate with them by , you must manually unsubscribe the contact. Campaigner removes the contact from all mailing lists and changes the status to Unsubscribed. You can manually unsubscribe more than one contact at a time. If you only want to remove the contact from selected mailing lists, see Add or Remove Contacts from Mailing Lists. Note: Campaigner includes an unsubscribe option in every sent as part of an campaign. Recipients can use this option to opt-out of specific mailing lists or opt-out of all future campaigns. This opt-out process is completed automatically by Campaigner. Steps 1. On the Contacts tab, select the contact. 2. On the Action bar, click Unsubscribe. 3. Click OK. Delete Contacts You can delete contacts to remove them from Campaigner. For example, delete contacts with a status of Hard Bounced. This status indicates that an campaign wasn't delivered successfully because of incorrect contact information (for example, it doesn't exist). You can delete more than one contact at a time. The Clean Contacts tool makes it easy for you to regularly prune your contacts. Use this tool to quickly delete inactive (Unsubscribed, Hard Bounced, and older Pending) contacts. Once a contact is deleted, it is no longer available from Campaigner. If you inadvertently delete a contact, you must recreate it. Steps to delete specific contacts 1. On the Contacts tab, select the contacts. 2. From the Action bar, click Delete. 3. Click Yes. Page 136 Campaigner User Guide

163 Steps to delete contacts using the Clean Contacts tool 1. On the Contacts tab, click the Contacts sub-tab. 2. From the Action bar, click More, Clean Contacts. The Clean Contacts dialog appears. 3. Select the checkbox(es) beside the type(s) of contacts you would like to delete. 4. Click Clean Now. Export Contacts You may find that contacts in Campaigner are useful to you in other applications. For example, you may want to create a spreadsheet of your contacts to perform some analysis on the data, such as determining where the largest percentage of contacts lives. To use contact information in another application, export contacts from Campaigner. You can export selected contacts or all contacts. Contacts are exported to a file that uses the comma separated value (.csv) format. In this format, each contact is represented by one row and each column represents one type of information. The following example shows a.csv file that is open in a spreadsheet: First Name Last Name John Smith Ally Brown Note: If you view a.csv file in a text editor, values are separated by commas. Steps 1. On the Contacts tab, select the contacts. 2. From the Action bar, click More, Export. 3. Click Export. 4. Go to the Message Center to access the exported information. Managing Contact Information Overview of Contact Fields Information that you collect for contacts is referred to as contact fields. Examples of contact fields include Address and Last Name. You define values for contact fields when adding or editing contacts. If you use contact fields on sign up forms, users provide values when completing the form. Campaigner includes several contact fields. These default fields, referred to as "standard fields", include Address, First Name, Last Name, and so on. If you want to collect Campaigner User Guide Page 137

164 information that isn't represented by standard fields, create custom fields. For example, you may want to create a custom field named Birthday to collect customers' birthdays, if available. You can view a list of all contact fields, including both standard and custom fields, and their default values (if defined). View Contact Fields The Fields tab on the Contacts tab lists standard and custom contact fields. For each contact field, this list shows information about the field, such as its name and default value (if defined). If more custom fields are available than can be listed on one page, you can browse additional pages. Tip: To ensure that this list includes the most recently created custom fields, click Refresh on the Action bar of the Contacts tab. Types of Contact Fields The field type for a contact field determines the data that can be provide as the value. For example, if you create a Birthday custom field using the Calendar field type, the value you provide for this contact in Campaigner or by a user when completing a sign up form must be a date. Contact field types include: Text Box Numeric Box Calendar Drop Down Page 138 Campaigner User Guide

165 Checkbox Text Box This field type uses the text data type. When Campaigner displays a contact field with the text box field type, a box appears beside the field name. In this box, alphanumeric values can be typed, such as a person's first name or mailing address. A maximum of 150 alphanumeric characters can be entered in a text box. Numeric Box This field type uses the numeric data type When Campaigner displays a contact field with the numeric box field type, a box appears beside the field name. In this box, only numeric values can be typed, such as a person's age (for example, 32) or number of cars owned (for example, 1). Calendar This field type uses the date data type When Campaigner displays a contact field with the calendar field type, a box appears beside the field name, along with a Calendar symbol. In this box, a date can be typed. Alternatively, a date can be selected from the Calendar. For example, use the Calendar field type to specify a person's birthday. Drop Down This field type uses the text data type. When Campaigner displays a contact field with the drop down field type, a box appears beside the field name, in which a set of values are listed. From this list, one value can be selected. For example, use the drop down field type to specify a contact's gender: "Female" or "Male". Checkbox This field type uses the true/false data type. When Campaigner displays a contact field with the checkbox field type, a selection box appears beside the field name. This box is either selected (a checkmark is displayed) or cleared. For example, use the checkbox field type to specify whether a person is interested in receiving advance notice of promotions in a sign up form. Campaigner User Guide Page 139

166 Create Custom Contact Fields If you want to collect information about contacts that isn't represented by standard contact fields, create custom contact fields. For example, use a custom field to store birthdays or gender, if provided to you. Create a custom field by defining the following: name The name identifies the custom field when it is displayed. You can specify a label (such as Birthday) or a phrase (such as "Provide your birthday"). type The type determines how the value is specified. For example, use the Calendar type for a Birthday contact field to collect a date. default value (text box, numeric box, or checkbox field types only) The default value is optional. However, we recommend that you define a default value that will be meaningful to customers, particularly if you plan to use contact fields to personalize s or to include on sign up forms. For example, when sending a personalized , Campaigner uses the default value if no other value is defined. A salutation intended to display the recipient's first name (such as "Hi Allison") displays the default value if no first name is defined for a contact (such as "Hi subscriber"). list options (drop down field type only) For drop down fields, you specify the options that will be available in the drop down list, and how you want them stored in Campaigner's database. For the current release, contact fields defined as drop down fields don't display any list options. However, we recommend that you define options, which will be available in a future release. If you don't define these options when creating the contact field, you will need to recreate the field when options are available for display. Deleting contact fields may cause you to lose their values. Note: After creating a custom field, it will be available for all current and future contacts. To provide a value for existing contacts, you will need to edit contact information. For convenience and consistency, try to define custom contact fields before adding contacts. Steps to create a custom field for the text box field 1. On the Contacts tab, click the Fields tab. 2. Click Create a Custom Field. 3. Type a name for the custom field. 4. Select the Text Box field type. 5. If you want to specify default text, type it in the Default Value box. 6. Click Create a New Field. Page 140 Campaigner User Guide

167 Steps to create a custom field for the numeric box field 1. On the Contacts tab, click the Fields tab. 2. Click Create a Custom Field. 3. Type a name for the custom field. 4. Select the Numeric Box field type. 5. If you want to specify a default number, type it in the Default Value box. Alternatively, you can use the arrows beside the box to select a value. 6. Click Create a New Field. Steps to create a custom field for the calendar field 1. On the Contacts tab, click the Fields tab. 2. Click Create a Custom Field. 3. Type a name for the custom field. 4. Select the Calendar field type. 5. If you want to change the default date, type the date in the Default Value box. Use the format mm/dd/yyyy (for example, 10/31/2009 to specify October 31st, 2009). Alternatively, click the Calendar symbol and click the date. 6. Click Create a New Field. Steps to create a custom field for the drop down field 1. On the Contacts tab, click the Fields tab. 2. Click Create a Custom Field. 3. Type a name for the custom field. 4. Select the Drop Down field type. 5. Specify the options that will be available in the drop down list, and how you want them stored in Campaigner's database. For each option, type a name and the value to be displayed to the user. Campaigner User Guide Page 141

168 To remove an option, click the X beside the option's Name and Value boxes. If you want to add more than two options, click Add more items to list to add empty Name and Value boxes. 6. Select the value to be displayed by default from the Default list. 7. Click Create a New Field. Steps to create a custom field for the checkbox field 1. On the Contacts tab, click the Fields tab. 2. Click Create a Custom Field. 3. Type a name for the custom field. 4. Select the checkbox field type. 5. If you want to specify a default setting, select the checkbox. The checkbox is set as selected when it displays a checkmark. The checkbox is set as cleared when it doesn't display a checkmark. 6. Click Create a New Field. Edit Contact Fields Contact fields are comprised of a name, field type, and default value. Changes you can make depend on the type of contact field: For standard fields, you can change the default value. For custom fields, you can change the name or the default value. You cannot change the field type because values may already have been defined for contacts. Changing the field type may cause a mismatch between the field type and the existing data. We recommend that you set a default value that will be meaningful to customers, particularly if you plan to use contact fields to personalize s. When sending a personalized , Campaigner uses the default value if no other value is defined. For example, a salutation intended to display the recipient's first name (such as "Hi Allison") will use the default value if no first name is defined for a contact (such as "Hi subscriber"). Steps to modify a custom field 1. On the Contacts tab, click the Fields tab. 2. In the Custom Fields area, click the custom field name. Alternatively, click a custom field row, without clicking any links in the row. Click Edit from the Action bar. 3. Change the name or default value, as required. 4. Click Update Field. Page 142 Campaigner User Guide

169 Steps to modify the default value for a standard field 1. On the Contacts tab, click the Fields tab. 2. In the Standard Fields area, provide the new default value for the field. The method of defining the default value depends on the field type. For example, for text fields, type the value in the text box. 3. Click Save. Delete Custom Contact Fields You can delete any custom contact field. If this field has been defined for contacts, all values are deleted. If you inadvertently delete a custom contact field, you will need to recreate the field and redefine values for all contacts for which you want the value stored. You can delete only one custom contact field at a time. You cannot delete standard fields. Steps 1. On the Contacts tab, click the Fields tab. 2. Click the custom contact field row, without clicking links in the row. 3. Click Delete from the Action bar. 4. Click OK. Grouping Contacts Using Mailing Lists Overview of Mailing Lists Want to see this? Watch the Grow and Manage Mailing Lists video tutorial. Mailing lists provide an effective way to manage contacts by grouping subscribers based on common characteristics (such as gender) or interests (such as new products or promotions). You can build mailing lists several ways: By assigning contacts to mailing lists when adding them to Campaigner If you're adding multiple contacts at the same time, all contacts will be assigned to the same mailing lists, which you select. By selecting one or more existing contacts and assigning them to a new mailing list or an existing mailing list By collecting contacts using sign up forms that ask users to choose the mailing lists they want to subscribe to. Campaigner User Guide Page 143

170 If contacts select mailing lists on the sign up form, Campaigner automatically adds contacts to the selected mailing lists; otherwise, users are added as contacts without being assigned to mailing lists. A contact may be assigned to more than one mailing list. You can also choose not to assign a contact to any mailing list. You view mailing lists at any time. For example, you may to view the mailing lists and then select one to see the contacts who belong to it. Note: Campaigner monitors contact-related activity to ensure compliance with its Anti-SPAM policy. Campaigner does not allow use of purchased mailing lists or other types of inappropriate contact sources. Mailing Lists and Segments Segments can be used in combination with mailing lists or independently. For example, you may want to send an campaign to contacts in a Frequent Buyer mailing list, filtering contacts to include only those who have made purchases in the last month. You can add contacts to a mailing list from a segment, which is a useful way of keeping mailing lists current. For example, you may have a mailing list for new contacts, which you use to send information to help them become familiar with your services. Using a segment, you can quickly identify contacts who have been recently defined in Campaigner, and then add them to the mailing list for new contacts. For information about segments, see Overview of Segments. View Mailing Lists and their Contacts You can view a list of mailing lists on the Mailing Lists tab of the Contacts tab. This list shows the number of contacts assigned to each mailing list, whether or not each mailing list is visible on subscription management forms, the date and time that each mailing list was last changed, as well as the Sign Up form(s) associated to each mailing list. For any mailing list, you can view its contacts. Step to view contacts belonging to a mailing list Click the name of a mailing list. Campaigner displays the Contacts tab, with contacts filtered to show only those belonging to the selected mailing list. Page 144 Campaigner User Guide

171 Create a Mailing List You create a mailing list by either: selecting the contacts that you want to belong to it and providing a name for the mailing list, or using the Action bar. When creating a mailing list, use a name that is appropriate for viewing by users. Mailing list names may appear on sign up forms and pages used to unsubscribe from communications. Steps to create a mailing list 1. Click the Contacts tab. 2. From the Action bar, click New, Mailing List. The Create Mailing List dialog appears. 3. Type the name of the mailing list. 4. If you want this new mailing list to appear on subscription management forms, select the Visible in forms checkbox. 5. Click OK. Steps to create a mailing list by selecting contacts first 1. On the Contacts tab, select the contacts. 2. From the Action bar, click Add to Mailing List. 3. Type the name of the mailing list and click Add New Mailing List. 4. Select the mailing list You can add the selected contacts to the new mailing list by selecting it, as well as any existing mailing list. 5. Click Save. Edit a Mailing List You can change the name of a mailing list as well as its visibility settings (these determine whether or not a mailing list will be shown in sign up or on subscription management forms). Steps to change the name of a mailing list 1. On the Contacts tab, click the Mailing Lists tab. 2. Click the row in which the mailing list is displayed, without clicking any links in the row. 3. From the Action bar, click Edit. The Edit Mailing List dialog appears. 4. Type the new name for the mailing list in the Mailing List Name field. Campaigner User Guide Page 145

172 5. Click OK. Steps to change a mailing list's visibility settings 1. On the Contacts tab, click the Mailing Lists tab. 2. Click the row in which the mailing list is displayed, without clicking any links in the row. 3. From the Action bar, click Edit. The Edit Mailing List dialog appears. 4. If you want the mailing list to appear on subscription management forms, select the Visible in forms checkbox. Otherwise, clear the checkbox 5. Click OK. Add or Remove Contacts from Mailing Lists You can modify a mailing list by changing its contacts. You can add contacts to a mailing list from the Contacts tab. You can also add contacts from a segment. Only those contacts who currently meet the segment criteria are added to the mailing list. This method of adding contacts is a good way to keep mailing lists current. For example, use a segment to determine the contacts who are in one mailing list, but not in another mailing list, and then and add segment results or a new or existing mailing list, as required. For information about segments, see Overview of Segments. You can remove any contact from any mailing list. The contact is removed from the mailing list, but remains defined as a contact in Campaigner. Steps to add contacts to a mailing list from the Contacts tab 1. On the Contacts tab, select the contacts. 2. From the Action bar, click Add to Mailing List. 3. Select the mailing lists that you want to add these contacts to and click Save. If the mailing list doesn't exist, create one. Steps to add contacts to a mailing list from a segment 1. On the Contacts tab, click the Segments tab. 2. In the segments row, select the segment without clicking any links in the row. 3. From the Action bar, click Add to Mailing List. 4. Select the mailing lists that you want to add these contacts to and click Save. If the mailing list doesn't exist, create one. Steps to remove contacts from a mailing list 1. On the Contacts tab, select the Mailing tab and click the name of the mailing list. Page 146 Campaigner User Guide

173 Alternatively, from the Contacts tab, show contacts for this mailing list using the preset mailing list filter in the Show list. 2. Select the contacts you want to remove from this mailing list. 3. From the Action bar, click More, Remove from Mailing List. 4. Click OK. Delete a Mailing List You can delete a mailing list. For example, you have discontinued a service, so you no longer need its mailing list. Deleting a mailing list does not delete its contacts. If you want to delete contacts in a mailing list, you must do this before deleting the mailing list (see Delete Contacts). You can delete more than one mailing list at a time. Mailing lists associated with unsent campaigns cannot be deleted. Once a mailing list is deleted, it is no longer available from Campaigner. If you inadvertently delete a mailing list, you must recreate it. Steps 1. On the Contacts tab, click the Mailing Lists tab. 2. Click the mailing list row, without clicking any links in the row. To select multiple mailing lists, press the Ctrl key and click each mailing list row, without clicking any links in the row. 3. From the Action bar, click Delete. 4. Click Delete. Segmenting Contacts Using Filters Overview of Segments Segments filter contacts based on criteria you specify, which helps you more accurately send targeted campaigns to appropriate contacts. Providing relevant content to a focused group of contacts builds strong customer relationships. For example, you may have two types of contacts: potential customers or leads (people who have not yet purchased your products or services) and existing customers. When choosing recipients for an campaign that offers an incentive for a first purchase, use a segment that filters contacts to include only potential customers. Filtering out existing customers means you aren't sending an campaign to contacts who would receive no value from it. Campaigner filters contacts when an campaign is sent, which ensures that recipients include only contacts who currently meet the segment criteria. You can view the current contacts for a segment at any time. Segment criteria uses any combination of these types of filter groups: Campaigner User Guide Page 147

174 Contact fields (such as Last Name or Phone Number) You can also use custom contact fields. For example, you may have defined a custom field that identifies whether a contact has made a purchase in the last month. You can filter contacts based on the value of this custom field. Similarly, you can segment contacts by region based on the area code value of phone numbers. campaign activities (such as contacts who opened an for an campaign) Mailing lists or segments (such as contacts who belong to specified mailing lists or existing segments) Sign up form usage (such as contacts who subscribed using specified sign up forms) The number of segments you can create is determined by your account plan. Segment and Mailing Lists Segments can be used in combination with mailing lists or independently. For example, you may want to send an campaign to contacts in a Frequent Buyer mailing list, filtering contacts to include only those who have made purchases in the last month. You can add contacts to a mailing list from a segment, which is a useful way of keeping mailing lists current. For example, use a segment to determine the contacts who are in one mailing list, but not in another mailing list, and then and add segment results or a new or existing mailing list, as required. For information about mailing lists, see Overview of Mailing Lists. Examples of Segments There are many ways to use segments to achieve your marketing objectives. Segments provide a powerful way to select contacts who meet specific criteria. Campaigner filters contacts based on the criteria when an campaign is sent, which ensures that recipients include only contacts who currently meet the criteria. You can view the current contacts for a segment at any time. This topic provides examples of how you can use segments to increase the relevance of messages you send to contacts. Send Previous Campaigns to New Contacts You may have created an campaign that you send to new contacts, providing information about your products or services. Use a segment to filter contacts who have been added to Campaigner since the last time you sent the campaign. Send Campaigns to Contacts Who Use Yahoo! You may want to send an campaign only to your contacts who use Yahoo! mail. Use a segment to filter contacts based on their address. Send Campaigns to Contacts Who Have Made Recent Purchases You may want to send an campaign only to contacts who have made a purchase in the last month. Use a segment to filter contacts based on their last purchase date. Page 148 Campaigner User Guide

175 Note: In this case, you must have created a custom contact field for the last purchase date and have provided a value for contacts. Other examples of custom contact fields that you may find useful for segment filters are birthdays and gender. Send Previous Campaigns to Recipients Who Soft Bounced Sometimes, an campaign cannot be delivered to a recipient because of temporary issues. For example, the Inbox for that recipient may be full. Campaigner does not resent campaigns automatically to recipients where a soft bounce occurred. Use a segment to filter recipients of a previously sent campaign with a status of Soft Bounced. Send an Campaign to Contacts Who Clicked a Specific Link in Previous Campaign Campaigner tracks activity related to links in campaigns. After sending an campaign, you can review an campaign report to identify recipients who clicked on each link. You may want to send a followup campaign to recipients who clicked on a link about a particular service. Use a segment to filter contacts based on activity related to this link. Send an Campaign to Contacts Who Subscribed Using a Specific Sign Up Form You may want to send an campaign to contacts who subscribed using a specific sign up form. For example, you may have posted a sign up form on the website of a business that you partner with. Use a segment to filter contacts based on this sign up form. Send an Campaign to Contacts Who are not in One or More Mailing Lists You may want to send an campaign to contacts who do not belong to existing mailing lists. For example, you may have added contacts without assigning them to mailing lists. Use a segment to filter contacts who are not in one or more mailing lists, and then add them to appropriate mailing lists. View or Select Segments You can view a list of segments on the Segments tab of the Contacts tab. Campaigner User Guide Page 149

176 This list shows the name of each segment, as well as the date and time that the segment was last changed. From this list, you can view properties for a selected segment, which include its name, description, number of contacts who currently meet the segment criteria, and a summary of the segment criteria view contacts who currently meet a segment's criteria open a segment for editing add contacts who currently meet the segment's criteria to a mailing list copy a segment delete a segment Campaigner provides two default segments: Contacts Added or Updated Today and Contacts Added in the Last 30 days. You can delete these segments if you don't plan to use them. If more segments are available than can be listed on one page, you can browse additional pages. Step to select a segment Click the segment row, without clicking any links in the row. View Contacts for a Segment Campaigner filters contacts using segment criteria when an campaign is sent, which ensures that recipients include only contacts who currently meet the segment criteria. A segment's properties display the number of contacts who meet segment criteria: Page 150 Campaigner User Guide

177 You can also view the contact information for contacts who meet the segment criteria. To ensure the information provided about contacts is current, refresh the segment. Step to refresh a segment 1. On the Contacts tab, click the Segments tab and select the segment. 2. In the Properties panel, click the Refresh button. Step to view contact information for segment contacts On the Segments tab, in the row for the segment, click View Contacts. Creating Segments Campaigner displays the Contacts tab, with contacts filtered to show only those belonging to the segment. What is the Create Segment Wizard? Want to see this? Watch the Creating Segments video tutorial. Use the Create Segment wizard to create and edit a segment. The Create Segment wizard includes three steps: Step 1: Identify the scope for the segment by choosing a filter group and a filter option, which are used as the initial criteria that you build on in Step 2. You can change the initial criteria in Step 2 if necessary. Step 2: Define the criteria that will be used to filter contacts, building on initial criteria provided by the wizard. Step 3: Define segment details such as the name used to identify the segment. The Create Segment wizard displays each step in the order listed. Note: Depending on how you start the Create Segment wizard, it may begin at Step 2. Campaigner User Guide Page 151

178 Before Starting the Create Segment Wizard You may it useful to do some preparation before staring the Create Segment wizard. In particular, if you plan to create a segment based on contact information (such as birthdays), ensure that the appropriate contact fields exist and have been assigned values. Start the Create Segment Wizard When you want to create a segment, use the Create Segment wizard. This wizard is available from several locations in Campaigner, and the method you use depends on the context in which you are working. You can create a segment that retrieves contacts from your contact list based on criteria you specify. In this case, you'll start the wizard using the New command or the Create Segment button available from several locations for convenient access. You can create a segment based on a subset of contacts that Campaigner has already retrieved. You can create a segment after filtering the contact list on the Contacts tab. You can also create a segment based on report results when viewing most lower-level contact or campaign report. The only two reports that you cannot save results as segments are the Hard Bounces report and the SPAM Complaints report. In these cases, you'll start the wizard using a Save as Segment button that Campaigner displays at an appropriate time. For information about opening the Create Segment wizard to edit an existing segment, see Edit a Segment. Step to create a segment based on the contact list On the Contacts tab, click New, Segment. Campaigner opens Step 1 of the Create Segment wizard. Tip: After you've defined your first segment, you can also click this button on the Segments tab of the Contacts tab: Page 152 Campaigner User Guide

179 Step to create a segment based on filtered contacts From the Contacts tab after filtering contacts or a report window, click Save as Segment. For example, here is the Save as Segment button when contacts are filtered on the Contacts tab: Campaigner opens Step 2 of the Create Segment wizard. Campaigner uses appropriate values from the existing contact set instead of prompting you to provide values using Step 1. Step 1: Identify the Scope The first step when creating a segment is to choose a filter group and a filter option. For example, you can choose Contact Information as the filter group and select Address as its filter option. These selections are used as the initial criteria that you build on in Step 2. You can change the initial criteria in Step 2 if necessary. Steps 1. Click the filter group. 2. Click the option in the list shown in the right-hand panel. 3. This list shows commonly-used values. To view more values in this list, click More. Step 2: Define the Criteria The second step when creating a segment is to define the segment criteria that will be used to filter contacts. The wizard displays initial criteria as a result of either selections that were specified when you completed Step 1 of the wizard determined by the wizard based on an existing set of filtered contacts To define segment criteria, you may do any of the following: modify the initial criteria add one or more filter groups and at least one filter for each group Campaigner User Guide Page 153

180 Here are the options you'll use to define segment criteria: The following example shows the Mailing List/Segment filter group with two filters. Because the Match option is set to "All", contacts for this segment must belong to the Cookie Newsletter mailing list, but not the My Newsletter mailing list. If the Match option was set to "Any", then contacts for this segment must belong to the Cookie Newsletter mailing list or not belong to the My Newsletter mailing list. When more than one filter group is used, the segment includes contacts who match all of the following: at least one filter in filter groups with the Match option set to "Any" all filters in filter groups with the Match option set to "All" Page 154 Campaigner User Guide

181 For example, the following criteria means that contacts must have an address that contains either "protus" or "campaigner". Contacts must also belong to both the Cookie Newsletter and My Newsletter mailing lists. As you define filters, you can view the number of contacts who meet the current criteria and who have the status of Subscribed. This option is useful in determining when the criteria filters contacts to an appropriate number. For example, if the number of contacts is 2 of 100, then the filters may be too narrowly defined or too many of the contacts do not have the status Subscribed. The number of contacts that is appropriate for a segment depends on your marketing goals. For contact information filters, ensure you consider how you want blank values handled. For example, assume that you've created a custom field for Gender and have defined a default value of "Male". If a filter includes contacts who are male, the following occurs when contacts are filtered when some contacts do not have a gender specified in their contact information: If you've selected Use Default Values for Blank Fields, then contacts without a value for Gender will be included in the segment. The filter assumes that, if no value is specified, the contact is male. If you've cleared Use Default Values for Blank Fields, then contacts without a value for Gender will not be included in the segment. The filter cannot determine whether these contacts are male. Steps to add a filter group 1. From the Filter Group list, click the arrow and select the filter group. 2. Click the + button to the right of the Filter Group list. Steps to add a filter to a filter group 1. In the filter group area, click the Add Filter link or button. 2. Click appropriate values from the option boxes. Campaigner User Guide Page 155

182 Step to remove a filter In the filter group area, click the x button beside the filter. If the filter group contains only one filter and you delete it, the wizard deletes the filter group area. Step to view the number of contacts that meet the current criteria Click the Refresh button. If you modify the criteria or change the selection for Use Default Values for Blank Fields, the number is greyed out to indicate that it may no longer reflect the currently defined criteria. Filter Examples Filters are comprised of two or more options. The number and types of options available depend on the type of filter group, as shown in the following examples. Contact Information Filters These filters are based on a contact field value, such as Last Name, , or Date Added to List. Contact field values also include any custom contact fields you've defined. The type and number of options available for contact information filters depend on the contact field type (for example, text or drop-down field). Here are some examples: Contact Field Operator Value Value Address Ends with hotmail.com Status Is not Unsubscribed Date Added Is in the last 30 Days Gender Is Male Campaign Activity Filters These filters are based on an activity for an campaign, such as Opened, Clicked Any Link, or Soft Bounced. For these filters, you do not define the operator. The wizard automatically displays the appropriate option based on the activity you choose. Here are some examples: Activity Value Operator Value Did not open June Newsletter Clicked Link contact us within Welcome Newsletter Page 156 Campaigner User Guide

183 Mailing List//Segment Filters These filters are based on the contents of mailing lists or segments. Here are some examples: Operator Mailing List/Segment Value Are in Mailing List Monthly Newsletter Are not in Segment VIPs Sign Up Form Usage Filters These filters are based on contact use of sign up forms. Here are some examples: Use Operator Sign Up Form Date Value Subscribed using Newsletter Signup anytime Unsubscribed using Cookie Newsletter between 9/10/ /10/2010 Step 3: Provide Details Segment details include the: segment name that uniquely identifies this segment in Campaigner. A name is required for every segment, and should meaningfully identify this segment to you. segment description, such additional information to help you identify the segment. segment criteria that provides a summary of the criteria that defines the segment Steps 1. In the Segment Name box, type a unique name that meaningfully identifies this segment. 2. If you want to provide a description for the segment, type it In the Description box. 3. Click Finish. If this is a new segment, it is added to the list on the Segments tab. Campaigner User Guide Page 157

184 Edit a Segment You may need to make changes to an existing segment, such as modifying a filter. You make changes to a segment by opening it in the Create Segment wizard, and then follow the wizard to make the necessary changes. Steps 1. On the Contacts tab, click the Segments tab. 2. Click the name of the segment. 3. Use the Create Segment wizard to make the necessary changes. Copy a Segment You can copy a segment to duplicate it. You can then customize the copy to conveniently create a new segment. Campaigner adds the copied segment to the list of segments on the Segments tab. To identify the copy, Campaigner appends the number "1" to the name of the original segment. For example, for an campaign named "Gender - Male", the duplicate is named "Gender - Male_1". You can duplicate only one segment at a time. Steps 1. On the Contacts tab, click the Segments tab and select the segment. 2. From the Action bar, click Copy. 3. Click OK. Delete a Segment You can delete a segment. For example, an campaign is obsolete, so you no longer need a segment that identifies contacts who clicked links in the . Deleting a segment does not delete contacts who belong to it. In some cases, Campaigner notifies you that a segment cannot be deleted because of dependencies on campaigns or other segments. For example, you cannot delete a segment that is currently defined as a recipient of a scheduled campaign. However, you can change the conditions that prevent the deletion (such as stopping a scheduled campaign) and then delete the segment. If you delete a segment that is used by another segment, Campaigner warns you of the dependency. This situation occurs when you use the Mailing List/Segment filter group and select a segment as a filter option. You can delete only one segment at a time. Once a segment is deleted, it is no longer available from Campaigner. If you inadvertently delete a segment, you must recreate it. Page 158 Campaigner User Guide

185 Steps 1. On the Contacts tab, click the Segments tab and select the segment. 2. From the Action bar, click Delete. 3. If prompted to confirm that you want to delete the segment, click Yes. 4. Click OK. Building Contacts Using Sign Up Forms Overview of Sign Up Forms Want to see this? Watch the Creating Sign Up Forms video tutorial. Gathering new contacts is an important goal when growing your business. Providing users with a way to subscribe to your communications is an effective way to gather new contacts while obtaining their permission to communicate with them. Create sign up forms using Campaigner to give users a way to subscribe to your communications. For example, providing a sign up form on your website lets users submit their contact information and indicate the types of communications they want to receive from you. Submitting a sign up form initiates Campaigner's double opt-in subscription process. When creating a sign up form, you will also define other subscription elements that are used in this process, such as the message Campaigner displays to thank users for signing up. Because subscription process elements are defined for each sign up form, you can customize them based on the content of the sign up form. For example, the message that thanks users for signing up can mention the types of information that the user has requested by completing the sign up form. The Sign Up Form wizard guides you through the tasks for creating a sign up form and related subscription process elements. You can view a list of existing sign up forms at any time. You can also edit sign up forms. For example, if you create a new mailing list to group contacts who want to receive a newsletter, you may want to add the mailing list to an existing sign up form. Campaigner User Guide Page 159

186 To help assess the effectiveness of a sign up form to build new contacts, you can view and drill down on its usage statistics. For example, you can view the number of users who have completed the sign up form. Best Practices for Building Contacts Use an Opt-In or Double Opt-In Subscription Process People who subscribe to your communications have given you their permission to communicate with them by . Two types of subscription processes are commonly used: An opt-in subscription process is a one-step process, where a person simply requests communications from you. A double opt-in subscription process is a two-step process: 1. Potential users request communications from you. 2. After making the request, users must confirm it. Campaigner uses a double opt-in subscription process, as described in About Campaigner's Double Opt-In Subscription Process. This higher-level of obtaining users' permission to contact them helps protect your reputation. Opt-Out Option for Unsubscribing CAN-SPAM requires that you provide an unsubscribe option for existing subscribers to request that you no longer contact them by . To minimize the number of unsubscribe requests, ensure that every you send provides value to its recipients. Value can mean content a recipient is interested in or a discount off a product related to something they have already purchased. No matter how well-conceived your message is, it is only useful to you if the recipients read and act on it. About Campaigner's Double Opt-In Subscription Process A double opt-in subscription process is a two-step process: 1. Potential users request communications from you. 2. After making the request, users must confirm it. Campaigner follows a double opt-in subscription process (referred to in this Help as the "subscription process") for building contacts. This subscription process involves the following series of actions: 1. The user completes the sign up form and submits it (for example, by clicking a Join button on the form). A sign up form always asks for the user's address. Typically, a sign up form also lets users choose the communications they want to subscribe to, such as your company newsletter, information about seasonal promotions, or weekly tips about products. Page 160 Campaigner User Guide

187 By submitting the form, the user has requested (or opted-in to) communications from you, completing the first step in the subscription process. 2. Campaigner displays a Thank You message, such as the following: Thank you for submitting your request to subscribe to our Monthly Promotions mailing list. You will receive an in which you will need to confirm your request. 3. Campaigner sends a plain text to the address provided by the user on the sign up form. This (referred to as the confirmation ) asks the user to click a link (included in the ) to confirm their subscription request. 4. The user opens the confirmation and clicks the confirmation link to confirm the subscription request, completing the second step in the double opt-in subscription process. Clicking the confirmation link also allows Campaigner to validate that the address is legitimate. Campaigner adds the user as a contact and assigns the contact to appropriate mailing lists. 5. Campaigner displays a Welcome message, such as the following: Welcome to our newsletter subscriptions. You should receive your first newsletter in the first week of next month. Tip: After submitting a sign up form, the user's status is Pending. When the user clicks the confirmation link in the confirmation , the status changes to Subscribed. You can view the status for each contact in the list of contacts on the Contacts tab. A summary of contacts by status is available in the contact reports. Quality versus Quantity When building contacts, remember that the quality of your customer base is as important as the quantity of contacts. Use the following tips to reach contacts who will contribute to your organization's success: Invest the time and budget necessary to reach your target audience. As with any aspect of your business, overinvesting without an adequate return can lead to failure. When assessing potential contacts, keep in mind their potential revenue and lifetime value, and choose accordingly. Do not buy mailing lists. Although this may seem like a good way to expand your potential customer base, you're sending to people who don t know you. The majority of these people won t read your messages, and may even report your s as SPAM, which can quickly ruin your company's reputation. Offer potential contacts something that they will value, instead of a prize. For example, offer an incentive that is related to your business, such a newsletter, a free seminar, or more information about your products or services. This type of incentive appeals to users who will invest in your company somehow, not users who just want to win a prize. Campaigner User Guide Page 161

188 Managing Sign Up Forms Types of Sign Up Form States A sign up form has one of the following states: Complete Using the Sign Up Form wizard, you created the sign up form and completed all the wizard steps. Incomplete View Sign Up Forms Using the Sign Up Form wizard, you started to create the sign up form, but have not completed all of the wizard steps. The Sign Up Forms tab lists the existing sign up forms: This list shows the following information for each sign up form: Sign Up Form Name shows the name you assigned when creating the sign up form. This name doesn't appear to users. You can click the name to open the sign up form for editing in the Sign Up Form wizard. Status indicates the current state of the sign up form. Associated mailing list(s) shows the mailing lists that are available from this sign up form. Last Modified displays the date and time when you most recently made changes to this sign up form. For a selected sign up form, usage statistics provide information about the number of subscribers who have completed steps in the double opt-in subscription process. Page 162 Campaigner User Guide

189 If more sign up forms are available than can be listed on one page, you can browse additional pages. Edit a Sign Up Form You may need to make changes to an existing sign up form. For example, you may want to change the mailing lists available for selection on the sign up form. Note: A sign up form is just one element of Campaigner's double opt-in subscription process. Other subscription process elements (such as a thank you message for signing up) are defined along with each sign up form. When you edit a sign up form, you can also edit these other elements. To make changes to a sign up form, open the sign up form in the Sign Up Form wizard. The Sign Up Form wizard pages display the defined content, which you can modify as required. You can edit any sign up form. You can edit only one sign up form at a time. When you make changes to a sign up form, you don't need to repost it. Because all sign up forms are hosted on Campaigner servers, the form is automatically updated with your changes. Steps 1. Click the Forms tab. 2. On the Sign Up Forms tab, click the name of the sign up form. 3. Follow the Sign Up Form wizard, changing information on its pages as required. Note: If you don't need to make changes to all wizard pages, you can exit the wizard without going to the last page. However, to save changes on a page, you must click Next to display to the next page. You can then click Cancel to exit the wizard. Delete a Sign Up Form You can delete sign up forms. For example, you may want to delete a sign up form for communications related to a product you no longer support. You can delete more than one sign up form at a time. Before deleting a sign up form, ensure that it is not used in, or linked from, any website, , or other type of posting. If you delete a sign up form that is being used, it will appear as missing content to users. The appearance of missing content depends on the web or interface used to view the sign up form. If you delete a sign up form that is linked to a social campaign, the 'Join Our List' button is automatically removed from the Campaigner Sharebar of all the affected social campaigns (including campaigns you've already sent, as well as those you haven't sent yet). Once a sign up form is deleted, it is no longer available from Campaigner. If you inadvertently delete a sign up form, you must recreate it. Steps 1. Click the Forms tab. Campaigner User Guide Page 163

190 2. On the Sign Up Forms tab, click the sign up form row, without clicking any links in the row. 3. From the Action bar, click Delete. 4. Click OK. Create a Sign Up Form Sign Up Form Wizard Overview The Sign Up Form wizard guides you through the tasks for creating subscription process elements. These tasks include: defining the form name and choosing the mailing lists that users can choose to subscribe to (if any) designing the sign up form, such as adding the contact fields that users will complete to provide their contact information and customizing colors writing the Thank You message that Campaigner displays when users submit the sign up form defining the confirmation that Campaigner automatically sends to users to confirm their subscription request writing the Welcome message that Campaigner displays to confirm that the user is subscribed posting the sign up form to make it available to users (for example, adding it to your website) Note: You also edit subscription process elements using the Sign Up Form wizard. For information, see Edit a Sign Up Form. Preview Subscription Process Elements Campaigner's subscription process requires that you define several elements: the sign up form the thank you message the confirmation message for the confirmation the welcome message You can preview these elements at any time. For example, when writing the thank you message, you may want to check which mailing lists you included on the sign up form before referencing them in the message. You can preview subscription process elements from the Sign Up Forms tab. You can also preview elements while designing them. Steps to preview subscription process elements from the Sign Up Forms tab 1. Click the Forms tab. Page 164 Campaigner User Guide

191 2. On the Sign Up Forms tab, click the sign up form row, without clicking any links in the row. 3. On the Action bar, click Preview. Step to preview subscription process elements in the Sign Up Form wizard Click Preview in the lower-left corner of the current page in the wizard. This button is available from all wizard pages, except the first page where you define the sign up form name and select its associated mailing lists. Design Tools for Sign Up Forms You create or edit sign up form elements using various tools. For example, you can apply a border to the form and bold to text in the Thank You message. This table describes the design tools available when working with sign up forms. These tools function in a similar way as in the design editors. Some tools may not be available for all sign up form elements. Tool Description Remove content in the editor. Search text in the editor to find matches to text you specify. You can search up or down from the current cursor position, as well as specify case-sensitivity or whole word searches. You can specify text to replace instances of the text specified. Remove selected content and, if possible, store it in the Clipboard. Copy selected content to the Clipboard, if possible. Paste content at the cursor position. If no cursor position is available, content is pasted at the beginning of the editor. Paste content from Microsoft Word at the cursor position. If no cursor position is available, content is pasted at the beginning of the editor. Remove formatting from selected text. Add a horizontal line (rule). Inserts an image. Edits a selected image. Add a symbol that you choose. Create a link at the cursor position or modify a selected link. Campaigner User Guide Page 165

192 Tool Description Remove a selected link. Insert a table at the cursor position. Apply a font style that you choose to selected text. Apply a font size that you choose to selected text. Undo previous actions, in sequence. One action is undone each time the tool is clicked. Redo previous actions, in sequence. One action is redone each time the tool is clicked. Align selected content (or a paragraph in which the cursor is located) based on a left-hand margin. If the alignment doesn t change, alignment may have already been applied. Align selected content (or a paragraph in which the cursor is located) based on the vertical mid-point. Align selected content (or a paragraph in which the cursor is located) based on a right-hand margin. Justify selected content (or a paragraph in which the cursor is located). No justification. Apply a color that you choose to selected text. Highlight selected text using a color that you choose. Select a color from a predefined palette. Apply the bold font style to selected text. For example: This is a sentence with using bold text. Apply the italic font style to selected text. For example: This is a sentence with using italic text. Apply underlining to selected text. For example: This is a sentence with using underlined text. Page 166 Campaigner User Guide

193 Start the Sign Up Form Wizard Use the Sign Up Form wizard to create a sign up form and its subscription process elements. You can start the wizard from several locations in Campaigner. You may find it most convenient to start the wizard from the Sign Up Forms tab. For information about starting the Sign Up Form wizard to edit a sign up form and its subscription process elements, see Edit a Sign Up Form. Steps 1. Click the Forms tab. 2. On the Sign Up Forms tab, click the following button: Saving Information in the Sign Up Form Wizard The Sign Up Form wizard saves information as you work. This means that if you quit the wizard before completing the sign up form, any information you've already defined is available when you return to the wizard at a later time. Define the Sign Up Form Name and Mailing Lists To begin defining a sign up form and its subscription process elements, you give the sign up form a name and select its associated mailing lists. You can also choose an address if you want Campaigner to send a notification each time that a contact is added after completing the subscription process. The sign up form name is used only to help you identify it within Campaigner. For example, the Sign Up Forms tab lists all sign up forms by name. This name is never displayed to users of sign up forms. A sign up form's mailing lists are those that users will be assigned to after completing the subscription process. Mailing lists provide an effective way to manage contacts by grouping subscribers based on common characteristics (such as gender) or interests (such as new products or promotions). You can choose the mailing lists that users will be added to automatically. If you don't select any mailing lists for a sign up form, users are added as contacts to Campaigner, but are not assigned to any mailing list. provide a list on the sign up form that users can select from. Steps 1. In the Sign Up Form wizard (Step 1), in the Sign Up Form Name box, type a name that meaningfully identifies this sign up form to you. For information about starting the wizard, see Start the Sign Up Form Wizard. 2. Do one of the following: Campaigner User Guide Page 167

194 If you want to add users automatically to mailing lists, click Automatically add subscribers to mailing list(s) below. Select any mailing lists to which users will automatically be assigned. If you don't select any mailing lists, users will be added as contacts without being assigned to mailing lists. If you want users to choose the mailing lists they want to subscribe to, click Allow subscribers to choose the mailing lists. In the Mailing List column, select the mailing lists to list on the sign up form. In the Default Selection column, select any mailing lists that you want selected by default on the sign up form. If you want to change the default instruction that describes to users how to select mailing lists, type it in the Message Text box. If more mailing lists are available than can be shown at once, you can browse the list using the paging buttons below the list. You can also choose to increase or decrease the number of mailing lists shown by changing the page size. If you need to create a mailing list, type the mailing list name in the text box beside the Add New Mailing List button and click the button. 3. If you want Campaigner to send an notification each time that a user completes the subscription process, select Send an each time a new subscriber is added via this form. Click the address to which Campaigner will send the notification. If the address you want to use is not listed, click Manage Addresses. Type the address and click Submit. You must wait for Campaigner to verify the address before you can continue to Step Click Next to go to the next step of the Sign Up Form wizard. Design the Sign Up Form Overview of Designing the Sign Up Form Design a visually appealing sign up form that collects the information you need from users. In the Sign Up Form wizard (Step 2), you see the sign up form editor, along with content you can add (header, footer, and contact fields) and formatting tools. As you design the sign up form, the editor shows you what the user will see when using the form. Page 168 Campaigner User Guide

195 To design a sign up form, you can add and organize contact fields for the information you want to gather from each contact. The contact field, used to gather addresses, is required and cannot be removed from the sign up form. define a header or footer (or both a header and footer), which are typically used to describe to the user the purpose of the sign up form or how to complete it. You can also include images, such as your company logo, in headers or footers. format text, such as its font or alignment choose a color theme from which you can apply selected colors to the sign up form border, background, contact field names, and so on. Any existing colors you've applied are not changed if you choose a new color theme. customize the button that users will click to submit the form (referred to as the Submit button) by choosing the button color and text (such as Submit or Join Up) You can preview the current design of the sign up form, along with other elements of the double opt-in subscription process to which it belongs. When working in this editor, changes are not saved automatically. Changes are saved only when you click Next to go to the next page of the Sign Up Form wizard. If you don't want to complete the design in one session, ensure that you go to the next page and then click Cancel to exit the wizard. Add and Organize Contact Fields A sign up form asks users to provide contact information, as well as any other information you want to collect. This information must include the user's address, but you may also want gather first and last names, or birth dates. Campaigner User Guide Page 169

196 Campaigner lists the contact fields that you can add to a sign up form in the left panel beside the sign up form editor. This panel lists common (or standard) fields, which are contact fields included with Campaigner by default. custom fields, which are contact fields you define to collect information not represented by common fields (for example, birthdays). For information about contact fields, including how to create custom fields, see Overview of Contact Fields. Note: For convenience, you can create custom contact fields on an adhoc basis when designing a sign up form. However, we recommend that you create all custom fields when setting up Campaigner. You can change the order of contact fields on the sign up form. You may find it easiest to organize contact fields after adding all the ones you want to include on the sign up form. You can also require that users provide a value for any contact field. When filling out the sign up form, users will not be able to submit it until they provide values for all required fields. If users try to submit a form without providing all required fields, Campaigner displays an error message. You can preview the current design of the sign up form, along with other subscription process elements. Steps 1. In the Sign Up Form wizard (Step 2), open the list of common or custom contact fields using the symbol on the right side of the folder. You can open only one list at a time. 2. In the common or custom fields folder, click Add>> for each contact field you want to include on the sign up form. To remove a contact field, click <<Remove. 3. If you want to change the order of contact fields, click the up or down button to the left of each contact field on the sign up form. 4. If you want to specify that a contact field requires a value before the sign up form can be submitted, click asterisk beside the contact field on the sign up form. The asterisk appears in the color orange for required fields. Page 170 Campaigner User Guide

197 5. Do one of the following: Continue to design the sign up form by defining a header or footer, formatting text, customizing colors, or customizing the Submit button. Click Next to go to the next step of the Sign Up Form wizard. Define a Header or Footer A sign up form's header includes text at the top of the form while the footer displays text at the bottom of the form. Because the header appears before any contact fields, it is a good place to identify the purpose of the sign up form or the value of subscribing to your communications. You can also use this area to provide any information that users need to fill it out and submit it to you. The footer is useful for providing information about what users can expect after submitting the form. You can include images in headers and footers. For example, you may want to include your company logo. You cannot change the position of the header or footer on a sign up form. You can preview the current design of the sign up form, along with other subscription process elements. You can define headers and footer using a design view or an HTML view. If you're familiar with HTML codes, you may prefer to make some changes by editing the code directly. If you aren't familiar with HTML, many resources are available on the Internet to help you learn about the codes. Campaigner User Guide Page 171

198 Steps to define a header or footer in Design view 1. In the Sign Up Form wizard (Step 2), click the Edit button beside Header or Footer. For information about starting the wizard, see Start the Sign Up Form Wizard. 2. Type the header or footer text. 3. Apply formatting to the text, as required. For example, select text and click the Bold button to apply boldface to the text. 4. Click Save. 5. Do one of the following: Continue to design the sign up form by adding and organizing contact fields, formatting text, customizing colors, or customizing the Submit button. Click Next to go to the next step of the Sign Up Form wizard. Format Text You can format the following text elements on a sign up form: the names of contact fields the message text that introduces the mailing lists, if selected the names of mailing lists The same text formatting options are applied to all the text elements. Formatting options include: You can preview the current design of the sign up form, along with other subscription process elements. Page 172 Campaigner User Guide

199 Steps to apply text formatting 1. In the Sign Up Form wizard (Step 2), select a formatting option: For example, select the Times New Roman font. 2. Do one of the following: Continue to design the sign up form by adding and organizing contact fields, defining a header or footer, customizing colors, or customizing the Submit button. Click Next to go to the next step of the Sign Up Form wizard. Customize Colors You can customize many colors in a sign up form. For convenience, you can choose colors from color themes, which are sets of preselected, coordinating colors. Experiment with the available themes to find a set of colors that you like. When you choose a color theme, the corresponding color palette can be used to define text, background and button colors. You can change any default color for a sign up form element by selecting a different color from the color theme. In the following example, the color theme is named "Foundry". Sign up form elements such as the border color, form text color, and so on use colors from this color theme. If you change the color theme after applying colors to elements, those colors are not changed. Only elements using the default color of the previous color theme are updated to use default colors for the current color theme. You can preview the current design of the sign up form, along with other subscription process elements. Steps 1. In the Sign Up Form wizard (Step 2), in the Color Theme box, click the name of the color theme. 2. For each sign up form element, click the color that you want to apply. For example, to change the sign up form's background color, click a color from the Background Color box. Campaigner User Guide Page 173

200 3. Do one of the following: Continue to design the sign up form by adding and organizing contact fields, defining a header or footer, formatting text, or customizing the Submit button. Click Next to go to the next step of the Sign Up Form wizard. Customize the Submit Button The button that users will click to return a completed sign up form is referred to as the Submit button. Every sign up form includes this button, which is named Join, by default. You can customize name of this button. For example, you may want to change the text from Join to Subscribe or Sign Up. In addition to customizing the button name, you can change the color of the name text and the button background. When changing button colors, available colors are determined by the selected color theme. You can preview the current design of the sign up form, along with other subscription process elements. Steps 1. In the Sign Up Form wizard (Step 2), if you want to change the button text, type the text in the Button Text box. 2. If you want to change the button text color, click the arrow in the Button Text Color box and click the color. 3. If you want to change the button background color, click the arrow in the Button Color box and click the color. 4. Do one of the following: Continue to design the sign up form by adding and organizing contact fields, defining a header or footer, formatting text, or customizing colors. Click Next to go to the next step of the Sign Up Form wizard. Write the Thank You Message By submitting a sign up form, users have completed the first step in Campaigner's subscription process. To acknowledge a user's request for communications from you, Campaigner displays a Thank You message in the user's web browser. You define the content in the Thank You message. It's a good idea to let subscribers know that they will receive an soon, and that they will need to click a link in this before the subscription process is finished. Including details about the sender of the and its subject can also be helpful to users. You can also include images, such as your company logo, in this message. Page 174 Campaigner User Guide

201 Here is an example of a Thank You message: Thank you for signing up for our newsletter. You will receive a confirmation message soon. You will need to click a confirmation link in this message to complete the subscription process. You can preview the Thank You message, along with other subscription process elements. Steps 1. In the Sign Up Form wizard (Step 3), in the text box, type the Thank You message. 2. Apply formatting to the text, as required. For example, select text and click the Bold button to apply boldface to the text. 3. Click Next to go to the next step of the Sign Up Form wizard. Define the Confirmation The second opt-in requirement in Campaigner's subscription process involves users confirming their request for communications from you. (The first opt-in requirement is completed when users submit a sign up form.) After receiving a completed sign up form submission, Campaigner sends a plain text to the address provided on the form. This plain text is referred to as the confirmation , and includes a link that the user clicks to confirm the request for communications. In addition to confirming their subscription request, clicking the link allows Campaigner to verify that the user's address is valid. You define the confirmation header and message that Campaigner will send when users submit the sign up form you have designed. When defining the header, choose the address that identifies the sender. You can add an address that is not in the list. However, you will need to wait to continue using the wizard until Campaigner verifies the address. To avoid delays, we recommend that you verify addresses when setting up Campaigner. The confirmation message typically explains to the subscriber that they must click the confirmation link to complete the sign up process. For example: Please confirm your subscription by clicking on the following link: Campaigner automatically includes the confirmation link at the end of the message when sending the . You can preview the confirmation message, along with other subscription process elements. Steps 1. In the Sign Up Form wizard (Step 4), in the Sender Name box, type a user-friendly name that your customers will recognize (such as The Cookie Company). 2. In the Sender Address box, select the address associated with the Sender Name (such as campaigner.com). Campaigner User Guide Page 175

202 If the address you want to use is not listed, click Manage s. Type the address and click Submit. You must wait for Campaigner to verify the address before you can continue to Step In the Subject box, type a description of the content that is accurate. 4. Type the confirmation message, describing that the user must click the confirmation link to complete the sign up process. 5. Click Next to go to the next step of the Sign Up Form wizard. Write the Welcome Message After a user clicks the link in the confirmation , Campaigner displays a Welcome message in the user's web browser. In this step, you define the content for this message. In addition to confirming that users are now subscribed, use this message as an opportunity to welcome them and to outline what they can expect as a subscriber. For example: Thank you for confirming your subscription request. Welcome to the Cookie Company Newsletter. You will receive this newsletter at the beginning of each month. You can also include images, such as your company logo, in this message. You can preview the Welcome message, along with other subscription process elements. Steps 1. In the Sign Up Form wizard (Step 5), in the text box, type the Welcome message. 2. Apply formatting to the text, as required. For example, select text and click the Bold button to apply boldface to the text. What's Next? 3. Click Finish to go to the next step of the Sign Up Form wizard. To indicate that you have completed the design, the Sign Up Form wizard displays the options for posting the sign up form. For information about these options, see Post a Sign Up Form. You are not required to post the sign up form at this time. If you do not want to post the form, click the Close button. You can easily obtain posting instructions at a later time using the Posting Instructions button on the Action bar of the Sign Up Form tab. Page 176 Campaigner User Guide

203 Post a Sign Up Form Posting Sign Up Forms Overview After creating the sign up form and other content for the double opt-in subscription process, you need to make the sign up form available to users. Making the sign up form available is sometimes referred to as posting it. Options for posting a sign up form are displayed automatically when you complete the Sign Up Form wizard. If you choose not to post the sign up form when completing the wizard, you can access the posting information from the Sign Up Forms tab. There are several options for posting sign up forms. You can display the sign up form in a new or popup window. For example, you can include a link on a website or in an message. When a user clicks the link, the sign up form is displayed in a new window. Tip: Go to this URL to access the actual sign up form and try it out before providing access to users. Similarly, you can send an message that includes a text link or button link. When a user clicks the link, the sign up form is displayed in a popup window. For example, to conserve space on your website's "Contact Us" page, include a Sign Up Now button. Clicking the button displays a popup window showing the sign up form. inline on a website or other publicly accessible web location, such as Facebook. You can add the form to your website by either embedding an iframe, Basic WebPage HTML, or Full WebPage HTML. An iframe is a frame within a webpage. If the frame content is larger than can be displayed within the frame, horizontal or vertical scroll bars are provided. Full WebPage HTML is the HTML code necessary for a complete, hosted form on a webpage. For more information about iframes, Basic WebPage HTML and Full WebPage HTML, use the many resources available on the Internet. You can add the form to your Facebook fan page using Basic WebPage HTML. Guidelines for Posting Sign Up Forms When choosing the option for posting a sign up form, Campaigner produces content that you use to make the form available to users. For example, if you choose to include the sign up form using a direct link on your website, Campaigner produces the link that you copy to your website. The following table describes the options and the considerations for choosing one that is appropriate for your situation. In general, we recommend that you use a direct link, pop-over text link, pop-over image link, or inline form using iframe. Other options are intended for users with advanced knowledge of HTML and website hosting practices. Option Advantage Disadvantage Direct link This option is the simplest way to integrate the sign up form. You only need to add the link When a user clicks the link in a browser, the sign up form replaces the current website Campaigner User Guide Page 177

204 produced by Campaigner to the website. view. Because the sign up form is hosted by Campaigner, changes made in the Sign Up Form editor are automatically applied online. You don't need to republish the form displayed to users. Pop-over Text link Pop-over Image link Inline form using iframe Content produced by Campaigner uses a JavaScript pop-over so the original website view remains active. Because the sign up form is hosted by Campaigner, changes made in the Sign Up Form editor are automatically applied online. You don't need to republish the form displayed to users. HTML produced by Campaigner is minimal to make the sign up form available inline on the website. Because the sign up form is hosted by Campaigner, changes made in the Sign Up Form editor are automatically applied online. You don't need to republish the form displayed to users. Requires more expertise to integrate the link. Browsers may be configured to block pop-up windows. iframes are not supported by all online services or browsers. They may be blocked or disallowed. Sign up form displayed in iframes may not be an appropriate size for display on the website. Full WebPage HTML HTML produced by Campaigner can be customized after adding it to the website. Of all options, this one requires the most expertise to integrate the HTML. Must be maintained and kept synchronized if changes are made to the sign up form using the Sign Up Form editor. For example, if you add a field to the form, you must make corresponding updates to the customized HTML. Basic WebPage This HTML is very basic, with no JavaScript, and is generally the Requires more expertise to Page 178 Campaigner User Guide

205 HTML most compatible. Use if the Full WebPage HTML option doesn't work. integrate the HTML. Must be maintained and kept synchronized if changes are made to the sign up form using the Sign Up Form editor. For example, if you add a field to the form, you must make corresponding updates to the customized HTML. Provides less robust controls for entering data, such as calendar fields. No JavaScript is permitted. Display a Sign Up Form in Another Window You can make sign up forms available to users when they click links to display the sign up forms. For example, an message may include a link that, when clicked by the user, displays a page showing the sign up form. You can use a direct link, text pop-up link, or button pop-up link. Depending on the type of link you choose, the sign up form is displayed in a new window or a popup window. For information to help you choose the most appropriate option, see Guidelines for Posting Sign Up Forms. Steps to display posting instructions for a sign up form 1. Click the Forms tab. 2. On the Sign Up Forms tab, click the sign up form row, without clicking any links in the row. 3. From the Action bar, click Posting Instructions. Steps to include a link to a sign up form in a new window 1. On the Posting Instructions page, click Use a Direct link (not a pop-up). 2. Select and copy all content in the text box. For example, select and copy all of the following: https://secure.campaigner.com/csb/public/form.aspx?fid= In the web page or , place the cursor at the location where you want the link to be displayed. 4. Paste the copied content. 5. Preview the web page or message to ensure that the link appears in the location you intended and that it displays the appropriate sign up form. Campaigner User Guide Page 179

206 Steps to post a sign up form in a popup window 1. On the Posting Instructions page, do one of the following: If you want users to click a text link to display the sign up form, click Use Text Popup Link and type the text that you want to represent the link. If you want users to click a button to display the sign up form, click Use a Button Pop-up Link and click the button that you want to represent the link for the popup window that will display the sign up form. 2. If you want to change the dimensions of the pop up window, change the width or height values in the text box. For example, change the value "600" to change the width of the form and the value "550" to change the height of the form: ===================== Place the following code in your HTML page between <HEAD> and </HEAD> tags: ===================== <script language='javascript' type='text/javascript'> function PopWindow (url) { var prams = 'menubar=0,location=0,resizable=1,scrollbars=1,width=600,height=550'; newwin = window.open(url,'',prams); newwin.focus(); return; } </script> 3. In the text box, select (by pressing CTRL-A) the content that identifies the <HEAD> code and copy the selection (by pressing CTRL-C). You can include the instructions, as well. An example of the instructions and <HEAD> code is shown in Step Open the HTML view of the web page in which the text or button link will be displayed and do the following: Place the cursor in the HTML code, between the <HEAD> and </HEAD> tags. If you are unsure of where to place the cursor, place it immediately before the </HTML> tag. Paste the copied content. 5. In Campaigner's Posting Instructions page, in the text box, select and copy the content that identifies the <BODY> code. You can include the instructions, as well. For example, select and copy all of the following: ===================== Place the following code in your HTML page between <BODY> and </BODY> where you would like to show the link or button: ===================== <a Page 180 Campaigner User Guide

207 href='javascript:popwindow("https://secure.campaigner.com/csb/public/form.aspx?fid= ")'><img src="http://mediavm1.campaigner.com/buttons/image1.jpg" /></a> 6. In the HTML view of the web page in which the text or button link will be displayed, do the following: Place the cursor between the <BODY> and </BODY> tags where you want the text or button link to be displayed. Paste the copied content. 7. Preview the web page to ensure that the text or button link appears in the location you intended and that it displays the appropriate sign up form. Display a Sign Up Form Inline You can make sign up forms available to users inline from an online location. For example, you can display a sign up form inline on your website's "Contact Us" page. You can use an iframe, Basic WebPage HTML, or Full WebPage HTML. For information to help you choose the most appropriate option, see Guidelines for Posting Sign Up Forms. Steps to display posting instructions for a sign up form 1. Click the Forms tab. 2. On the Sign Up Forms tab, click the sign up form row, without clicking any links in the row. 3. From the Action bar, click Posting Instructions. Steps to post a sign up form inline using an iframe 1. On the Posting Instructions page, click Use an iframe to embed as an inline form. 2. If you want to change the dimensions of the sign up form when it is displayed, change the width or height values in the text box. For example, change the value "525" to change the width of the form and the value "400" to change the height of the form: <iframe src=https://secure.campaigner.com/csb/public/form.aspx?fid= width="525" height"=400">if you can see this, your browser doesn't understand IFRAME. Please use supported browser</iframe> 3. Select (by pressing CTRL-A) and copy (by pressing CTRL-C) all content in the text box. 4. Open the HTML view of the web page in which the sign up form will be displayed. 5. In the HTML view of the web page, place the cursor where you want the sign up form to be displayed. 6. Paste the copied content. 7. Preview the web page to ensure that the appropriate sign up form is displayed in the location you intended. Campaigner User Guide Page 181

208 Steps to post a sign up form using Full WebPage HTML or Basic WebPage HTML 1. On the Posting Instructions page, click the appropriate option: Use full WebPage HTML to include on your Website. Use Basic WebPage HTML to include on your Website. 2. Select (by pressing CTRL-A) and copy (by pressing CTRL-C) all content in the text box. 3. On your website, create a new page in the appropriate location where you want the sign up form to be available. 4. Paste the copied content. 5. Preview the web page to ensure that the appropriate sign up form is displayed in the location you intended. Work with Usage Statistics Overview of Usage Statistics for Sign Up Forms To help you assess the effectiveness of a sign up form in building new contacts, Campaigner provides the following statistics for each sign up form: the number of times that the sign up form has been displayed the number of users who have submitted a sign up form to request communications from you. Submitting this form completes the first step of the double opt-in subscription process. These users have not clicked the confirmation link in the confirmation sent by Campaigner when the sign up form was submitted. the number of users who have clicked the confirmation link in the confirmation sent by Campaigner. Clicking this link completes the second step of the double opt-in subscription process by confirming their request to receive communications from you. the number of users who have been added to the mailing lists associated with the sign up form. (Once added to Campaigner, users or subscribers are referred to as contacts.) For some statistics, you can view lower-level details, such as the contacts who were added to Campaigner (or to mailing lists) using this sign up form. In addition to viewing usage statistics to understand metrics, you can print or export them. You may want to print or export statistics to keep a record of them at a particular time or to distribute to other stakeholders. View Usage Statistics You can view usage statistics for one sign up form at a time. Statistics for a selected sign up form appear below the list of sign up forms on the Sign Up Form tab. Steps to view usage statistics for a sign up form 1. Click the Forms tab. Page 182 Campaigner User Guide

209 2. On the Sign Up Forms tab, click the sign up form row, without clicking any links in the row. View Summary and Detail Usage Statistics You can view lower-level details about several usage statistics, which is referred to as "drilling down" on the statistic. The following details are available: the contact information for users who have submitted the sign up form, the status of each user, and the date and time that each user submitted the sign up form. the contact information for users who have confirmed their subscription request, and the status of each user. Users confirm their request by clicking the confirmation link in the confirmation sent by Campaigner. The date and time that each user clicked the confirmation link is also provided. the number of contacts added to each mailing list associated with this sign up form. For each mailing list, you can also view the contact information for its users, and the date and time that each user was assigned to the mailing list. For lower-level details that provide more than one column of information, you can sort columns. If more entries are available than can be shown on one page, you can browse pages. Steps to drill down on usage statistics for a sign up form 1. Click the Forms tab. 2. On the Sign Up Forms tab, click the sign up form row, without clicking any links in the row. 3. Click the description of the usage statistic that you want to drill down on. For example, to view contact information for users who have submitted the sign up form, and the date and time that each user submitted the sign up, click Form completed/confirmation sent. If you click Contacts Added to Mailing Lists, Campaigner lists all the mailing lists associated with this sign up form and the number of users subscribed to each mailing list. You can click the number to view contact information for its users, and the date and time that each user was assigned to the mailing list. 4. When you have finished viewing the details, click Close. Print or Export Usage Statistics You can print or export usage statistics for a sign up form. You may want to print or export statistics to keep a record of them at a particular time or to distribute to other stakeholders. Steps to print usage statistics for a sign up form 1. Click the Forms tab. Campaigner User Guide Page 183

210 2. On the Sign Up Forms tab, click the sign up form row, without clicking any links in the row. 3. From the Action bar, click More, Print Usage Statistics. 4. Follow the prompts, which depend on your web browser, as well as your printer and its configuration. Steps to export usage statistics for a sign up form 1. Click the Forms tab. 2. On the Sign Up Forms tab, click the sign up form row, without clicking any links in the row. 3. From the Action bar, click More, Export Usage Statistics. 4. Close the message indicating that the export process is complete. 5. Go to the Message Center to access the exported information. Using Subscription Management Forms Overview of Subscription Management Forms Subscription management forms provide contacts with a way to modify their subscriptions to your communications (such as adding themselves to or removing themselves from your various mailing lists), to update their information, and to unsubscribe from all your communications. Each subscription management form group is comprised of 6 forms that all work together to cover the different aspects of subscription management. These forms are: Page 184 Campaigner User Guide

211 Update Preferences Form This form is linked from within an and allows recipients to update their information, including address and possibly opt in or out of mailing lists. Thank You Page This page is shown when a recipient updates their address or other information using the Update Preferences form. Unsubscribe Form This form is linked from within an and allows recipients to unsubscribe and be removed from all future s you send. Unsubscribed Page This message is shown when a recipient successfully unsubscribes from your s. Change Confirmation This message is sent after a recipient updates their address and informs them to check their to confirm the address change. Changed Page This message is shown when a recipient successfully confirms their address. You can view a list of existing subscription management form groups at any time. You can also edit individual subscription management forms. If you add a new contact field that you would like to begin capturing information for, like birth date for example, you may Campaigner User Guide Page 185

212 want to add the field to the Update Preferences Form in an existing subscription management form group. Recipients can access these forms exclusively using links within the campaigns you send them, which, unlike sign up forms, cannot be linked to from a website. Managing Subscription Management Forms View Subscription Management Forms The Subscription Management Forms tab lists the existing subscription management form groups: This list shows the following information for each subscription management form group: Group Name shows the name you assigned when creating the subscription management form group. This name doesn't appear to users. You can click the name to open the subscription management form group for editing. Mailing List(s) Shown shows the mailing lists that are available on the Update Preferences Form in this subscription management form group. Last Modified displays the date and time when you most recently made changes to one or more of the forms of this subscription management form group. Edit a Subscription Management Form You may need to make changes to an existing subscription management form group or one of its form elements. For example, you may want to change the fields a contact can update on the Update Preferences Form. Page 186 Campaigner User Guide

213 Note: A subscription management form group is a collection of forms that all work together to cover the various aspects of subscription management. Other subscription management form elements (such as a Thank You message for updating preferences or unsubscribing) are defined for each subscription management form group. When you edit a subscription management form group, you can edit all these form elements. To make changes to a subscription management form group or its form elements, go to the Subscription Management Form Options page (shown below). The Subscription Management Form Options page displays each form element and its defined content, which you can modify as required. You can edit any subscription management form group or form element. You can edit only one subscription management form group or form element at a time. Steps 1. Click the Forms tab. 2. On the Subscription Management Forms tab, click the name of the subscription management form group. 3. To change the subscription management form group's name, type a new name or edit the text in the Subscription Management Form Group name field. 4. To change information on a form element, move your cursor over the form element on the Subscription Management Form Options page and click the Edit button that appears over it. Campaigner User Guide Page 187

214 Delete a Subscription Management Form You can delete subscription management form groups. For example, you may want to delete a subscription management form group for communications related to a product you no longer support. You can only delete one subscription management form group at a time. If a contact clicks on an update preferences or unsubscribe link for a subscription management form group that was deleted, they will be forwarded to a default subscription management form. Once a subscription management form group is deleted, it is no longer available from Campaigner. If you inadvertently delete a subscription management form group, you must recreate it. Steps 1. Click the Forms tab. 2. On the Subscription Management Forms tab, click the subscription management form group row, without clicking any links in the row. 3. From the Action bar, click Delete. 4. Click OK. Create a Subscription Management Form Preview Subscription Management Form Elements Subscription management within Campaigner is comprised of several form elements: Update Preferences Form Thank You Page Unsubscribe Form Unsubscribed Page Change Confirmation Changed Page You can preview these form elements at any time. You can preview form elements from the Subscription Management Options page. You can also preview form elements while designing them. Steps to preview form elements from the Subscription Management Options page 1. Click the Forms tab. 2. On the Subscription Management Forms tab, click the name of the subscription management form group. Page 188 Campaigner User Guide

215 3. On the Subscription Management Options page, click the form element you wish to preview. 4. On the Action bar, click Preview. Step to preview form elements in the form editor Click Preview on the Action bar. Design Tools for Subscription Management Forms The Subscription Management Forms editor uses content blocks to break up the contents of each form element. Everything inside a content block can be edited, just like in the Smart Builder. You create or edit subscription management form elements using the various tools found in the subscription management form toolbar. For example, you can bold text on the Thank You page. These tools function in a similar way as in the design editors. Subscription management form toolbar This table lists the design tools available when working with subscription management forms. Some tools may not be available for all form elements. Options: Font size Bold Italic Underline Font color Erase formatting Link tool Unlink tool Align left Align center Align right Justify Bullet list Numbered list Outdent Indent Insert symbol Campaigner User Guide Page 189

216 The Subscription Management Forms editor also introduces a unique tool: the gripper. The gripper's presence signifies that the list rows can be individually grabbed and dragged to a new location (reordered). To move rows around in a list that features the gripper tool, do the following: 1. Click anywhere in the row and hold the mouse button down. You can only move one row at a time. 2. Drag the row to where you want it to be in the list. 3. Release the mouse button. The selected row will skip to the new location. Create a new Subscription Management Form Group You can create a new subscription management form group from several locations in Campaigner. You may find it most convenient to start from the Subscription Management Forms tab. For information about viewing the Subscription Management Form Options page to edit the form elements of a specific subscription management form group, see Edit a Subscription Management Form. Steps 1. Click the Forms tab. 2. On the Subscription Management Forms tab, click the following button: Define the Subscription Management Form Group Name To begin defining a subscription management form group and its form elements, you give the subscription management form group a name. The subscription management form group name is used only to help you identify it within Campaigner. For example, the Subscription Management Forms tab lists all subscription management form groups by name. This name is never displayed to users of subscription management forms. Page 190 Campaigner User Guide

217 Step On the Subscription Management Form Options page, in the Subscription Management Form Group name box, type a name that meaningfully identifies this subscription management form group to you. For information about creating a new subscription management form group see Create a new Subscription Management Form Group. Design the Subscription Management Form Elements Design the Update Preferences form This form is linked from within an and allows recipients to update their information, including address and possibly opt in or out of mailing lists. The Update Preferences form editor shows you content you can add and formatting tools. As you design the Update Preferences form, the editor shows you what the user will see when using the form. To design the Update Preferences form, you can add a logo, change the form's title and/or update the text description of the header. Campaigner User Guide Page 191

218 select the mailing lists you want contacts to have access to. Contacts will be able to add or remove themselves from these mailing lists but not unsubscribe from all lists. select the fields you want your contacts to be able to update. change the Update button text, unsubscribe link text, and/or add social media links to the form's footer. You can preview the current design of the Update Preferences form. When working in this editor, changes are not saved automatically. Changes are saved only when you click Save or Done. To save your work and exit the Update Preferences form editor in one action, click Done. You will be returned to the Subscription Management Form Options page. To exit the Update Preferences form editor without saving your changes, click Cancel. You will be returned to the Subscription Management Form Options page. Steps to select which mailing lists you want contacts to have access to 1. In the Update Preferences form editor, in the preview, click the Mailing Lists content block. If you can't see it, hover your mouse over the area just below the Header content block. 2. Click in the Sub-title box to enter new sub-title for the section. What you type here will replace the default text. 3. Select one of the following options: Show all visible lists All mailing lists marked as visible will be displayed on the Update Preferences form. Do not show any lists No mailing lists will be displayed on the Update Preferences form and the subtitle text will not appear. Note: Choosing this option will prevent users from opting in or out of your mailing lists via this particular Update Preferences form. Select lists to show Allows you to choose which mailing list(s) will be displayed on the Update Preferences form. To choose the mailing list(s): 1. Click the Select lists button. The Select Mailing Lists dialog appears. 2. Select the checkbox(es) beside the mailing list(s) you want the Update Preferences form to include. If you need to, you can create a new mailing list on this step as well. 3. Click Next. Page 192 Campaigner User Guide

219 4. If you want to change the order in which the selected mailing lists will be listed on the Update Preferences form, you can do so by clicking and dragging individual rows to a new location in the list. 5. Click Done. Steps to select which fields you want contacts to be able to update 1. In the Update Preferences form editor, in the preview, click the Fields content block. 2. Click in the Sub-title box to enter new sub-title for the section. What you type here will replace the default text. 3. Select the standard contact fields you want to display on the Update Preferences form. Note: The contact field is required and cannot be removed from the Update Preferences form. To add other contact fields that do not appear in the list of standard contact fields: 1. Click the Customize fields button. The Customize Fields dialog appears. 2. Select the checkbox(es) beside the field(s) you want the Update Preferences form to include. 3. Click Next. 4. If you want to change the order in which the selected fields will be listed on the Update Preferences form, you can do so by clicking and dragging individual rows to a new location in the list. 5. Click Done. Design the Thank You page This page is shown when a recipient updates their address or other information using the Update Preferences form. The Thank You page editor shows you content you can add and formatting tools. As you design the Thank You page, the editor shows you what the user will see when viewing the page. Campaigner User Guide Page 193

220 To design the Thank You page, you can: add a logo. change the page title. update the text content. add a timed URL redirect, which will automatically take the user to the specified web location after the specified time has elapsed. For example, you may wish to redirect the user to your company website. You can preview the current design of the Thank You page. When working in this editor, changes are not saved automatically. Changes are saved only when you click Save or Done. To save your work and exit the Thank You page editor in one action, click Done. You will be returned to the Subscription Management Form Options page. To exit the Thank You page editor without saving your changes, click Cancel. You will be returned to the Subscription Management Form Options page. Design the Change Confirmation This message is sent after a recipient updates their address and informs them to check their to confirm the address change. The Change Confirmation editor shows you content you can add and formatting tools. As you design the Change Confirmation , the editor shows you what the user will see when viewing the . Page 194 Campaigner User Guide

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