Campaigner Quick Guide

Transcription

1 Campaigner Quick Guide Creating a New Campaign 1. Go to 2. Insert your username/ and password and click Sign In. Check the Remember Me box if you would like your browser to remember your login details for next time. 3. Click Start an campaign. 1

2 4. Click on Start now! Using Full Editor on the right hand side. Select this option every time you start an campaign. DO NOT USE THE SMART BUILDER. 5. Click on My Templates in the menu on the left hand side of the page. 2

3 6. Click on your chapter template. 7. Your chapter template will be highlighted in orange. Then, click NEXT>. 8. Remove the sample text provided in the template and replace with your desired text. Use the options highlighted in yellow to format your text. Do not delete or modify the chapter banner at the top; if you do, click the undo button (CTRL+Z). 3

4 9. Once your is complete, the text will need to be copied into the Plain text portion. To do so, click the Plain text button. 10. Click Insert text from HTML. 11. A box will appear that says Replace text content? Click OK. 4

5 12. The plain text from your template will appear in this section. Your is now complete in both the HTML and Plain text sections. At this point if you need to make a modification to your text, click the HTML button to go back to the template, make your changes and repeat steps When you are satisfied with your , click NEXT>. 13. In this section you will specify the details of your as follows: a. Campaign Name: for internal purposes only; will not be seen by recipients. b. From Name: always your chapter name. c. From Address: always your chapter address. d. Subject: for external purposes; will be seen by recipients in the subject line of the . 5

6 e. Reply to Address: always your chapter address. f. Always select Track replies. g. Autoreply message: should always say Do not send autoreply. h. Subscription Management: should always be Generic. i. Mailing address: should always be unchecked next to Include your Mailing Address in the footer of the . The mailing address is already included in your template and does not need to be reinserted. j. View online: should always be checked next to Allow this to be viewed online in a browser. Keep the text below as-is. k. Encoding: should always be UTF-8. l. Social Sharing: selecting this feature will automatically share your via social media. More information on Social Sharing will be communicated as it becomes available. 14. When you have completed your details, choose one of the following next steps: a.. b.. c. a. Click PREVIEW & TEST to preview what your will look like when you send it to your recipients. If you wish to send your chapter account a preview of your , click the SEND TEST button at the bottom of the left-hand menu. To go back and edit your content, click EDIT at the top right hand corner of this page. When you are happy with your content, click CLOSE PREVIEW and then click SAVE DRAFT to proceed to step 15. b. Click Send quick test... to a test to your chapter address. The Specific address(es) option and your chapter address used to login to Campaigner will be the 6

7 default. When ready, click SEND TEST. When the green Test Sent! message appears, click DONE, then SAVE DRAFT to proceed to step 15. c. Click SAVE DRAFT to proceed to step You are now ready to select the recipients of this by clicking Select Recipients. (Note: If you get to this screen and notice you need to make an edit, click Edit Details to return to the previous screen.) 16. A box will appear with 4 lists (generated by PEO) to choose from, in addition to any custom lists you have created (see: Adding a New Non-Member Contact and Custom Lists): a. EIT only: selects only EITs in your chapter. b. PENG only: selects only P.Engs in your chapter. c. Non- list: do not select this option here (see the below section Exporting the Non List). This list is comprised of mailing addresses of members who have not provided an address in their profile. d. All Member only: selects every member within your chapter. 7

8 17. Check the box to the left of your desired list(s) and click SELECT. 18. Next, click the Schedule & Send button. 8

9 19. Here you can choose whether you would like to send this only one time, or to set a recurring schedule. To send right away, beside Start sending: select Now. To send in the future, beside Start sending: select On this date and time and use the calendar and clock icon to select a date and time. When complete, click SCHEDULE & SEND. 20. Your will now be sent at the scheduled time. Click CLOSE SUMMARY to return to the main Campaigns page. 21. On the Campaign page, you can view the analytics of a specific campaign by clicking View report next to your campaign. 9

10 Adding Images to your Campaign 1. All images are to be stored in the Media Library. You should upload your images before creating an campaign. 2. When you click on Media Library, you will see all images that have been uploaded. To upload a new image, click Upload Files. 3. Click the Browse button to find your image stored on your computer and click Open. Then, click Upload to add the file to your Media Library. Check the Overwrite if file exists? box to save over an existing image in your library. Your image is now ready to use for a new campaign. 10

11 4. When you have reached step 8 of Creating a New Campaign, you can insert your image from the Media Library by clicking the Insert button, then From Media Library. 5. Select your desired image and click INSERT. If at this point you forgot to upload your image before starting your campaign, you can upload the file now by clicking Upload Files, follow steps 1-3 above, select your image and click INSERT. Your image will now appear in your . 11

12 Exporting the Non- List Previously mentioned in step 16(a) of Creating a New Campaign, the Non- list is comprised of members mailing addresses that have not provided an address in their profile. To export this list to Excel, follow these steps: 1. Click Lists at the top of your page. 2. Make sure you are viewing the Segments tab, not the Mailing Lists tab. Check the box beside Non list and then click View contacts. 3. Click Export. 12

13 4. Select whether you would like to export contact information for all your contacts, or only selected contacts. By clicking Select fields to export, you can choose what specific information you would like to export for each contact. You can also check the box beside Include mailing list information if you wish to include what list(s) each contact is a part of (i.e. EIT only, PENG only). When you have made your selections, click EXPORT. 5. A message will appear at the top of the screen that says Export in progress Your file will be available in the Message Center once the export is complete. Click on the Message Center link. a. If this message disappears before you are able to click the Message Center link, you can also access the message center by clicking Messages in the top right corner of your screen. 13

14 6. Click on the most recent message in your inbox titled Campaigner exported the contacts. 7. Click View Attachment. 8. Check Open with and select Windows Explorer (default) and click OK. 14

15 9. Double click on the file to open it in Excel. Once it is open in Excel, scroll to the right to view all fields for each member within the Non- list. 15

16 Adding a New Non-Member Contact and Custom Lists There may be instances where you will need to send an campaign to a contact that is not a PEO member. To do so, you must add them as a new contact and add them to a custom mailing list. Campaigner does not allow s to be sent to individual contacts; only to a pre-existing list containing your contacts. Please note that you are unable to add new non-member contacts to PEO managed mailing lists (EIT only, PENG only, Non- list, All member only), since these lists are automatically generated at PEO headquarters. You are only able to add new non-member contacts to a custom list that you have created. A) To first create a new custom mailing list, follow these steps: 1. Click on the Lists tab at the top of your screen 2. Click + New Mailing List. 3. The Create Mailing List box will appear. Give your mailing list a name and description. Ensure the Visible in forms box is checked. Click OK when complete. Your mailing list is now ready. 16

17 B) To add a new non-member contact to a custom list, follow these steps: 1. Click on the Contacts tab at the top of your screen. 2. Click on + New Contact. 3. In the Add New Contact section and Custom Fields tab, fill out all the contact information you have been provided from your non-member. Fields with an orange asterisk (*) are required ( Address and License Number). a. In the License Number field please use the format: [your chapter code]-[01, 02, etc.]. i. For example, if your chapter code is 1234, your first three custom contacts Licence Numbers would be: , , etc. 17

18 4. Switch to the Mailing Lists tab. Here you can choose what custom mailing list(s) to add your contact to by checking the box next to the list s name. a. If you do not have a custom mailing list created yet, enter a name into the New mailing list name field, then click Add New Mailing List. Your new contact will be stored there, and you can add additional contacts to this list in the future. 5. When complete, click SAVE AND CLOSE. Your new contact is now saved and has been added to your custom list. a. If you have another non-member contact to add, click SAVE AND ADD ANOTHER and repeat steps 3 and 4. 18

19 Campaigner Best Practices 1. When starting a new campaign, ALWAYS use the Full Editor. Do not use the Smart Builder. 2. Only use your chapter template for campaigns. Please do not use any other template in Campaigner. 3. Do not save over your chapter template. If you do, please contact PEO support to have it reinserted. 4. Do not edit or delete your chapter banner at the top of your chapter template. If you do accidently, please reinsert it from your Media Library. If you have difficulty doing so, please contact PEO support. 5. It is recommended that you regularly clean your Media Library as it only has 50MB of space per chapter. 6. If you need help resolving an issue: a. Click on the Help button in the top right-hand corner of Campaigner to access a guide on using the software b. Click on the Support button in the top right-hand corner of Campaigner to contact the toll free 24/7 technical support hotline ( ), Campaigner support or to access the Online Chat -Support 7. Please remember that the content of the s must be for PEO/PEO chapter business only and that you must not send messages from any external groups to our membership for any purpose. 8. When using Campaigner, chapters will have access to confidential and sensitive information about PEO licence holders and stakeholders. This personal information must be protected against unauthorized access, use, disclosure, copying, modification, or destruction. Users are reminded to protect such personal information by implementing privacy security safeguards, such as: a. not sharing your user name and password with anyone; b. not saving exported lists on thumb drives or public computers; and, c. ensuring computers are protected by passwords for logging-on and by automatic screen savers with password protection. 19