Creating an Campaign

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Creating an Email Campaign"

Transcription

1 Creating an Campaign Contents Step One Determine who you are sending the Campaign s to Step Two Create and Save a Report or Search Step Three Create your Campaign Step Four Create/Select your Target List Step Five Create a Tracker URL Step Six Create the Marketing Item Step Seven Test and send your campaign Step Eight Campaign Results p. 2 p. 2 p. 3 p. 3 p. 4 p. 4 p. 5 p. 6 Intelestream, Inc Page 1

2 Step One Determine who you are sending the Campaign s to Campaign s can be sent to Targets, Leads, Contacts, or Users of the system. Targets are people who don t qualify as Leads or Contacts. They must be imported into the system via the Campaigns module (generally a csv format): Step Two Create and Save a Report or Search Create and Save a Report or Search which lists/filters only the contacts you want to send the to (this is strongly recommended when you are ing more than a handful of people). For Leads and Contacts, you can perform a search in the list view and use the Target List Submission panel to mass add the selected Lead and Contact records to an existing Target List: If you are using a new target list for this campaign and will be adding leads/contacts via the Target List Submission, make sure you create the target list first. You can create a new target list from the Campaign Shortcuts. Your other option is to create and save a report. Click the Add to Target List button to add the resulting records to an existing target list [1], or to create a new Target list [2]: 1 Intelestream, Inc Page 2

3 2 The Add to Target List option is only available for Row and Column Reports Step Three Create your Campaign Use the Create Campaign (Classic) button to create your campaign Fill out the required fields: Name: name your Campaign Status: Select the current status of the campaign this is the status that appears in the list view and does not determine whether or not the campaign is sent out. End Date: this date is for internal purposes and does not determine when the campaign is sent out. Type: Select for an campaign Click Save. You will now see the related Campaign items below: Target List, Tracker URL, Marketing Step Four Create/Select your Target List A target list is the group of people you want to send the to. Click the Create button to create a new target list or Select an existing one from Step Two. Intelestream, Inc Page 3

4 If creating a new Target List, give it a Name that will help you identify it. You can additionally enter a brief description. There are 4 types of target lists: Default: people who will receive the campaign Seed: people who will receive the campaign but not be tracked in the campaign statistics Test: test group to send to before the campaign is sent out Suppression List: people to exclude from the campaign o o o Suppress - By Id: List of people to exclude from the Campaign by record ID. Suppress - By Address: People to exclude based on address. Suppress - By Domain: If selected, a field will appear called "No s to Domain". Enter the domain name you want to suppress. Ex: to suppress anyone with an address of enter yahoo in the domain field. It is a best practice to always have a Default and Test List. To add to your newly created target list, you can follow the instructions in Step Two, or click into the target list and manually add contacts by clicking the Select button: Step Five Create a Tracker URL Tracker URL: this is optional. If you want to insert a URL link into your and track the recipient response (IE: track whether or not they click on the URL link) give the URL a name (Tracker Name) and enter the URL (Tracker URL). This link will be added in the template. Make sure the Tracker Name only contains alphanumeric characters. An Opt-out link will automatically be added to the template you create, so it is not necessary to create an opt-out tracker link. Step Six Create the Marketing Item Marketing: This section contains the information about the you are sending out. Intelestream, Inc Page 4

5 Name Status: Active Bounce Handling Account: select a bounce mailbox from the dropdown. From Name: The From name of the person or organization you want to appear on the . From Address: The address you want the to appear as coming from. Reply to Name: The reply to name on the when a recipient replies to your . Reply to Address: The reply to address when a recipient replies to your . Start Date and Time: determines when the s are sent to the queue to begin going out. Send this Message to: select the Target Groups you want to receive this . Make sure to also select the Test group so that you can send a test first. Template: this is the you want to send out. Click Create to create a new template or select an existing template. Campaign templates will only support variables from the Contact/Lead/Target modules. Tracker URLs can only be added to a template from within the Marketing area. If you have a previously created template, you can select it from the dropdown and click the Edit button to add the trackers. Step Seven Test and send your campaign It is a best practice to click the Send Test button to send out a test . Intelestream, Inc Page 5

6 Only Target lists of type=test will appear when you click the Send Test button. If the comes through ok, then go back to the campaign and click the Send s button to send out your campaign to your default Target List. Step Eight Campaign Results Click the View Status button to view the campaign status and determine its success. Message Queue: A list of still in queue Message Sent/Attempted: A list of s sent/attempted Viewed Message: A list of the recipients who Viewed the campaign Click-thru Link: A list of recipients who click on a Tracker URL link Leads Created: leads created by this campaign. If there is a Target record with the campaign field populated with this campaign, and it is converted into a Lead record, it will appear in the results. Contacts Created: contacts created by this campaign. If there is a Lead record with the campaign field populated with this campaign and is converted into a Contact, it will appear in the results. Bounced Messages, Invalid s that bounce due to an invalid . This will only be tracker if the administrator has scheduled a job to track bounced s. Bounced Messages, Other: s that bounce due other reasons. This will only be tracker if the administrator has scheduled a job to track bounced s. Opted Out: A list of recipients who opted out of the campaign . Suppressed by Address or domain: Leads: If the campaign field of the lead is populated with this campaign, it will appear in the results. Opportunities: opportunities generated by this campaign. If the campaign field of the opportunity record is populated with this campaign, it will appear in the results. Intelestream, Inc Page 6

7 Click the View ROI button to display the campaign return on investment. This is based on the Closed/Won opportunities generated from the campaign. This chart displays the actual revenue (closed won opportunity amounts) versus the expected revenue generated from the campaign, as well as the actual cost of running the campaign versus the budget allocated for the campaign (from the fields populated in the main campaign setup screen). Intelestream, Inc Page 7

User Manual - Sales Lead Tracking Software

User Manual - Sales Lead Tracking Software User Manual - Overview The Leads module of MVI SLM allows you to import, create, assign and manage their leads. Leads are early contacts in the sales process. Once they have been evaluated and assessed,

More information

Using BlueHornet Statistics Sent Message Reporting Message Summary Section Advanced Reporting Basics Delivery Tab

Using BlueHornet Statistics Sent Message Reporting Message Summary Section Advanced Reporting Basics Delivery Tab Using BlueHornet Statistics BlueHornet provides a feature that allows message senders to gage the effectiveness of their messages by reporting message statistics that are tracked by the system. For quick

More information

Sage Accountants Business Cloud Advanced Features Guide

Sage Accountants Business Cloud Advanced Features Guide Sage Accountants Business Cloud Advanced Features Guide VERSION 1.0 September 2013 Contents Adding custom fields to address books 3 Creating dynamic content 5 Using dynamic content in your campaigns 9

More information

ONCONTACT MARKETING AND CAMPAIGN USER GUIDE V8.1

ONCONTACT MARKETING AND CAMPAIGN USER GUIDE V8.1 ONCONTACT MARKETING AND CAMPAIGN USER GUIDE V8.1 OnContact Marketing Guide v8.1 Contents Marketing Dashboard... 2 Marketing Dashboard Panels... 3 Campaign Record... 3 Field Descriptions... 3 Products Tab...

More information

emobile Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd

emobile Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd emobile Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd Important Notice: The Information contained in this document is subject to change without notice and should not be construed as a

More information

2009, AdventNet Inc. All rights reserved. Product Customization

2009, AdventNet Inc. All rights reserved. Product Customization 2009, AdventNet Inc. All rights reserved Product Customization Table of Contents Introduction... 4 Company Details... 5 Company Logo... 6 Currency Settings... 7 Fiscal Year Settings... 8 Primary Contact...

More information

introduction to emarketing

introduction to emarketing introduction to emarketing emarketing is typically used for promotional campaigns for attendee generation and for attendee communication. It works closely with ereg which also includes email capabilities

More information

Vodafone Bulk Text. User Guide. Copyright Notice. Copyright Phonovation Ltd

Vodafone Bulk Text. User Guide. Copyright Notice. Copyright Phonovation Ltd Vodafone Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd Important Notice: The Information contained in this document is subject to change without notice and should not be construed as

More information

Business Online Banking ACH Reference Guide

Business Online Banking ACH Reference Guide Business Online Banking ACH Reference Guide Creating an ACH Batch Select ACH Payments on the left-hand side of the screen. On the Database List screen, locate the Database to be processed, and place a

More information

WhatCounts Newsletter System Manual

WhatCounts Newsletter System Manual WhatCounts Newsletter System Manual Last Updated: November 21, 2008 This instruction manual describes the basic steps required to create, edit, and manage a mailing list for use with the WhatCounts Email

More information

FrontPage 2003: Forms

FrontPage 2003: Forms FrontPage 2003: Forms Using the Form Page Wizard Open up your website. Use File>New Page and choose More Page Templates. In Page Templates>General, choose Front Page Wizard. Click OK. It is helpful if

More information

Salesforce Integration Version 1.2, published 15/04/2013 14:45

Salesforce Integration Version 1.2, published 15/04/2013 14:45 User Guide Version 1.2, published 15/04/2013 14:45 Improving results together 1 Introduction This document is the user guide for our integration which connects your PureResponse account to Salesforce.

More information

Table of Contents. Table of Contents 3

Table of Contents. Table of Contents 3 User Guide EPiServer 7 Mail Revision A, 2012 Table of Contents 3 Table of Contents Table of Contents 3 Introduction 5 About This Documentation 5 Accessing EPiServer Help System 5 Online Community on EPiServer

More information

Outlook Profile Setup Guide Exchange 2010 Quick Start and Detailed Instructions

Outlook Profile Setup Guide Exchange 2010 Quick Start and Detailed Instructions HOSTING Administrator Control Panel / Quick Reference Guide Page 1 of 9 Outlook Profile Setup Guide Exchange 2010 Quick Start and Detailed Instructions Exchange 2010 Outlook Profile Setup Page 2 of 9 Exchange

More information

ONCONTACT MARKETING AND CAMPAIGN USER GUIDE V8.1

ONCONTACT MARKETING AND CAMPAIGN USER GUIDE V8.1 ONCONTACT MARKETING AND CAMPAIGN USER GUIDE V8.1 OnContact Marketing Guide v8.1 Contents Marketing Dashboard... 2 Marketing Dashboard Panels... 2 Campaign Record... 3 Field Descriptions... 3 Products Tab...

More information

Communication Manager Drip Library. Drip Campaign Management

Communication Manager Drip Library. Drip Campaign Management Communication Manager Drip Library Drip Campaign Management In Communication Manager, Drip Library - start a new drip or suspend a drip; track statistics. Head office users can create drip campaigns and

More information

Creating Codes with Spreadsheet Upload

Creating Codes with Spreadsheet Upload Creating Codes with Spreadsheet Upload Ad-ID codes are created at www.ad-id.org. In order to create a code, you must first have a group, prefix and account set up and associated to each other. This document

More information

TABLE OF CONTENTS. Creating an Account Why Use enewsletters. Setting Up an enewsletter Account. Create/Send Logging In.

TABLE OF CONTENTS. Creating an Account Why Use enewsletters. Setting Up an enewsletter Account. Create/Send Logging In. ENEWSLETTER GUIDE TABLE OF CONTENTS Creating an Account Why Use enewsletters Setting Up an enewsletter Account 3 3 Create/Send Logging In Saved Drafts Creating a New Campaign Adding Content to a New Campaign

More information

Note: Your security settings may prohibit you from viewing or modifying the current list of marketing promotions.

Note: Your security settings may prohibit you from viewing or modifying the current list of marketing promotions. Customer Management Marketing Campaign Management Oasis CRM starts by organizing leads by marketing promotion type. The marketing promotion module can be accessed from the Customer-Management dropdown

More information

DocuSign Connect for Salesforce Guide

DocuSign Connect for Salesforce Guide Information Guide 1 DocuSign Connect for Salesforce Guide 1 Copyright 2003-2013 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer to the DocuSign

More information

E-Mail Campaign Manager 2.0 for Sitecore CMS 6.6

E-Mail Campaign Manager 2.0 for Sitecore CMS 6.6 E-Mail Campaign Manager 2.0 Marketer's Guide Rev: 2014-06-11 E-Mail Campaign Manager 2.0 for Sitecore CMS 6.6 Marketer's Guide User guide for marketing analysts and business users Table of Contents Chapter

More information

Veeam MarketReach User Guide. Automate Your Marketing. Grow Your Business.

Veeam MarketReach User Guide. Automate Your Marketing. Grow Your Business. Veeam MarketReach User Guide Automate Your Marketing. Grow Your Business. March, 2013 Contents PART 1. INTRODUCTION 3 What is Veeam MarketReach? 3 PART 2. ENTERING VEEAM MARKETREACH 3 Who can access Veeam

More information

Section VIII: ACH Payment Processing

Section VIII: ACH Payment Processing Section VIII: ACH Payment Processing Contents About ACH Payments... 2 About the Automated Clearing House... 2 ACH Terms and Features... 2 Workflow Example: ACH Payroll Application... 4 To Add a Database...

More information

OnContact Campaigns. Contents. OnContact Campaigns

OnContact Campaigns. Contents. OnContact Campaigns OnContact Campaigns Contents Marketing Dashboard... 2 Marketing Dashboard Panels... 2 Campaign Record... 3 Field Descriptions... 3 Products Tab... 4 Opportunities Tab... 4 Attachments Tab... 4 Costs and

More information

STX Beacon User Guide Refer A Friend

STX Beacon User Guide Refer A Friend STX Beacon User Guide Refer A Friend Table of Contents 3 Referring (Existing) Clients 4 Referred (Prospective) Clients 5 Customizing Referred (Prospective) Clients Email 2 Referring (Existing) Clients

More information

By the end of this section, you will be able to: Create an Email Campaign Link Email Campaign to Interest Category. Populate Initial Campaign Audience

By the end of this section, you will be able to: Create an Email Campaign Link Email Campaign to Interest Category. Populate Initial Campaign Audience Email Campaigns Overview...2 EXERCISE 4.1: View an Email Message...3 Review: Constituent360 Groups...4 Key Concept: Email Campaigns...6 Email Campaigns...8 Email Calendar...9 Creating a New Campaign...

More information

Expense Reports v4.10.1

Expense Reports v4.10.1 Expense Reports v4.10.1 For Portal Framework v4.11+ Learn how to create and manage expense reports in the Passageways portal. 1551 Win Hentschel Blvd. West Lafayette, IN 47906 765-497-8815 support@passageways.com

More information

Hosted Exchange Setup Instructions

Hosted Exchange Setup Instructions 1Earthlink Business Hosted Exchange Instructions Hosted Exchange Setup Instructions Rev. 5.5, November 4, 2011 Hosted Exchange Basic and ActiveSync..pgs 2-8 Blackberry Hosted Exchange...pgs 8-11 Hosted

More information

LICENTIA. Nuntius. Magento Email Marketing Extension REVISION: SEPTEMBER 21, 2015 (V1.8.1)

LICENTIA. Nuntius. Magento Email Marketing Extension REVISION: SEPTEMBER 21, 2015 (V1.8.1) LICENTIA Nuntius Magento Email Marketing Extension REVISION: SEPTEMBER 21, 2015 (V1.8.1) INDEX About the extension... 6 Compatability... 6 How to install... 6 After Instalattion... 6 Integrate in your

More information

Email Marketing Checklist

Email Marketing Checklist Email Marketing Checklist 1. Upload an email list 2. Create the Content 3. Address, Assemble & Send Upload List IMPORTANT! The file to be uploaded for use with Email Marketing is expected to be a plain

More information

Sending SMS Text Messages to Cell Phones Using the Email Generator Plug-in

Sending SMS Text Messages to Cell Phones Using the Email Generator Plug-in Sending SMS Text Messages to Cell Phones Using the Email Generator Plug-in Sending Text Messages from the DMS User Guide 1 WHY WOULD WE WANT TO SEND (SMS) TEXT MESSAGES TO CLIENT CELL PHONES? This capability

More information

Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data

Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data Prior to starting this, please save the.csv file that you exported as an excel file (example: xxxx.csv will now

More information

HOW TO CREATE AN HTML5 JEOPARDY- STYLE GAME IN CAPTIVATE

HOW TO CREATE AN HTML5 JEOPARDY- STYLE GAME IN CAPTIVATE HOW TO CREATE AN HTML5 JEOPARDY- STYLE GAME IN CAPTIVATE This document describes the steps required to create an HTML5 Jeopardy- style game using an Adobe Captivate 7 template. The document is split into

More information

Grant Management System Training Guide Module 9 Notification Center Home Dashboard Ver 6.1 Updated: 2.13.2014

Grant Management System Training Guide Module 9 Notification Center Home Dashboard Ver 6.1 Updated: 2.13.2014 Grant Management System Training Guide Module 9 Notification Center Home Dashboard Ver 6.1 Updated: 2.13.2014 Prepared by: Table of Contents Module 9: Notification Center on the Home Dashboard This module

More information

Project Management Dashboard Pro v5 Documentation

Project Management Dashboard Pro v5 Documentation Project Management Dashboard Pro v5 Documentation Installation There is NO installation required. It s just a macro enabled excel file that opens if you have Excel 2007, 2010, 2013 and 2016 on your Windows

More information

6. If you want to enter specific formats, click the Format Tab to auto format the information that is entered into the field.

6. If you want to enter specific formats, click the Format Tab to auto format the information that is entered into the field. Adobe Acrobat Professional X Part 3 - Creating Fillable Forms Preparing the Form Create the form in Word, including underlines, images and any other text you would like showing on the form. Convert the

More information

SMS Marketing with Shortcuts

SMS Marketing with Shortcuts SMS Marketing with Shortcuts This document will take you through the necessary steps to send SMS marketing text messages using your Shortcuts client data. There are two steps involved in sending SMS marketing

More information

GOOGLE DOCS APPLICATION WORK WITH GOOGLE DOCUMENTS

GOOGLE DOCS APPLICATION WORK WITH GOOGLE DOCUMENTS GOOGLE DOCS APPLICATION WORK WITH GOOGLE DOCUMENTS Last Edited: 2012-07-09 1 Navigate the document interface... 4 Create and Name a new document... 5 Create a new Google document... 5 Name Google documents...

More information

emarketing Manual- Creating a New Email

emarketing Manual- Creating a New Email emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a

More information

Managing Your Emails Lists: Bounces, Holds, Unsubscribes

Managing Your Emails Lists: Bounces, Holds, Unsubscribes This document covers what you need to know keep your email list healthy with low rates of bounced emails and unsubscribes. You should be able to use this documentation to assist you in understanding mailing

More information

Shasta College SharePoint Tutorial. Create an HTML Form

Shasta College SharePoint Tutorial. Create an HTML Form Create an HTML Form SharePoint HTML forms are based on Lists. Lists are like mini-databases inside of SharePoint that define the form s fields and stores the data submitted from the form. Before you can

More information

Turn editing on and under Add an Activity use the drop down list and click on Questionnaire.

Turn editing on and under Add an Activity use the drop down list and click on Questionnaire. Making a Questionnaire or Survey in Moodle Turn editing on and under Add an Activity use the drop down list and click on Questionnaire. Setting up the Questionnaire Name name of the questionnaire and the

More information

Virtual Communities Operations Manual

Virtual Communities Operations Manual Virtual Communities Operations Manual The Chapter Virtual Communities (VC) have been developed to improve communication among chapter leaders and members, to facilitate networking and communication among

More information

FAST Travel System. Guide: Creating Expense Reports

FAST Travel System. Guide: Creating Expense Reports FAST Travel System Guide: Creating Expense Reports Purpose: To provide instructions on how to create an Expense Report (ER) in FAST 9.2 Travel module. Definition: Expense Report submission entered into

More information

Email Setup Guide v8.3.0

Email Setup Guide v8.3.0 Administration Guide March 11, 2008 Contents About this guide Organization Related guides Preparing for setup The organization s domain Servers used for IMAP email Storage space allocated for email The

More information

Quick Start Guide. Seriously powerful email marketing, made easy

Quick Start Guide. Seriously powerful email marketing, made easy Seriously powerful email marketing, made easy Table of Contents DOTMAILER QUICK START GUIDE... 3 Main Screen... 4 Getting Started... 6 STEP 1: CAMPAIGN SETTINGS... 7 STEP 2: CAMPAIGN CONTENT... 8 Editing

More information

EMAIL MARKETING AND TRACKING

EMAIL MARKETING AND TRACKING EMAIL MARKETING AND TRACKING OVERVIEW This document describes the functionality for the new Email Marketing and Email Tracking functionality in version 6.0 of EnterpriseWizard. This functionality was added

More information

Follow Up Email. Magento Extension User Guide. Official extension page: Follow Up Email. User Guide: Follow Up Email

Follow Up Email. Magento Extension User Guide. Official extension page: Follow Up Email. User Guide: Follow Up Email Follow Up Email Magento Extension User Guide Official extension page: Follow Up Email Page 1 Table of contents: 1. Follow Up Email configuration....3 2. Rule creation...6 3. Follow up email templates.....17

More information

LICENTIA. Nuntius. Magento Email Marketing Extension REVISION: THURSDAY, JUNE 2, 2016 (V1.9.0.0)

LICENTIA. Nuntius. Magento Email Marketing Extension REVISION: THURSDAY, JUNE 2, 2016 (V1.9.0.0) LICENTIA Nuntius Magento Email Marketing Extension REVISION: THURSDAY, JUNE 2, 2016 (V1.9.0.0) INDEX About the extension... 6 Compatability... 6 How to install... 6 After Instalattion... 6 Integrate in

More information

Zoho Campaigns Set-up for Administrators

Zoho Campaigns Set-up for Administrators Zoho Campaigns Set-up for Administrators Zoho Campaigns is a stand-alone application that integrates seamlessly with the CRM Campaigns module in Zoho CRM. Use Zoho Campaigns to build relationships with

More information

Selector, Multi Selector, and Item Display

Selector, Multi Selector, and Item Display Selector, Multi Selector, and Item Display I want to reduce the number of sites so that performance and maintenance are better and it is easier for users to find their information. I also want an easy

More information

Email UAE Bulk Email System. User Guide

Email UAE Bulk Email System. User Guide Email UAE Bulk Email System User Guide 1 Table of content Features -----------------------------------------------------------------------------------------------------03 Login ---------------------------------------------------------------------------------------------------------08

More information

If you don t have Outlook 2010, you may be best reading our other guide: SENDING TO SMS GUIDE

If you don t have Outlook 2010, you may be best reading our other guide: SENDING  TO SMS GUIDE SMS EXPRESS - HOW TO SEND SMS FROM OUTLOOK 2010 How To Send SMS From Outlook 2010 How To Configure Outlook. Receiving Replies OPTIONAL: Configuring Your Sender ID (who the SMS is from) Sending Your SMS

More information

Create an Email Campaign. Create & Send Your Newsletter

Create an Email Campaign. Create & Send Your Newsletter Create an Email Campaign Create & Send Your Newsletter Free Easy Fast -1- Create an Email Campaign 1 For sending a newsletter or a bulk email, you need to create an Email Campaign, click on the CAMPAIGN

More information

Version 6.7 OPERATOR S GUIDE

Version 6.7 OPERATOR S GUIDE Version 6.7 OPERATOR S GUIDE Contents 1 Netop Live Guide... 1 2 Log on to Netop Live Guide Operator Console... 1 3 Manage chats... 2 3.1 Queue... 3 3.2 Chat area... 5 3.3 Tools... 6 3.4 Operator status...

More information

Bulk Email. What s Inside this Guide. Bulk Email and How To Get There 2. Bulk Email Setup 4. Bulk Email Details 7

Bulk Email. What s Inside this Guide. Bulk Email and How To Get There 2. Bulk Email Setup 4. Bulk Email Details 7 Bulk Email What s Inside this Guide Bulk Email and How To Get There 2 Bulk Email Setup 4 Bulk Email Details 7 Bulk Email and How To Get There Bulk Email allows you to send a mass email to the records on

More information

P309 - Proofpoint Encryption - Decrypting Secure Messages Business systems

P309 - Proofpoint Encryption - Decrypting Secure Messages Business systems Procedure P309 - Proofpoint Encryption - Decrypting Secure Messages Business systems P309 - Page: Page 1 of 12 Date of Release: 23 February 2011 Status: Final Document Reference: Title: P309 Release Number:

More information

CHARTER BUSINESS CUSTOM HOSTING MIGRATION INSTRUCTIONS

CHARTER BUSINESS CUSTOM HOSTING MIGRATION INSTRUCTIONS 1. Go to https://cp.charter-business.net 2. Enter the username that was provided to you in the letter and/or email you received from Charter Business. 3. Enter your password by entering the letters Ch

More information

Magento Extension User Guide

Magento Extension User Guide Smart Review Reminder Magento Extension User Guide Official extension page: Smart Review Reminder Page 1 Table of contents: 1. Email Settings.....3 2. Conditions Settings.........6 3. Google Analytics

More information

1 JiJi AD Bulk Manager User Manual. JiJi AD Bulk Manager - User Manual

1 JiJi AD Bulk Manager User Manual. JiJi AD Bulk Manager - User Manual 1 JiJi AD Bulk Manager User Manual JiJi AD Bulk Manager - User Manual 2 JiJi AD Bulk Manager User Manual Table of Contents 1. Introduction...4 2. Benefits...4 2.1 Export Import Data...4 2.2 Random Generator

More information

account multiple solutions

account multiple solutions Quick Start Guide 1 Our easy to use guide will get you up and running in no time! The guide will assist you to: Validate bank numbers Validate ID numbers Access number tips Release funds to your bank Transfer

More information

The purpose of this User Guide is to provide users with guidance on the following:

The purpose of this User Guide is to provide users with guidance on the following: LEAD MANAGEMENT Introduction The purpose of this User Guide is to provide users with guidance on the following: Creating a Lead Importing Leads Managing Leads Completing a Lead Not Proceeding Re-opening

More information

An Associate of the UOB Group A UTRADE FX ELITE QUICK START GUIDE

An Associate of the UOB Group A UTRADE FX ELITE QUICK START GUIDE An Associate of the UOB Group A UTRADE FX ELITE QUICK START GUIDE Contents UTRADE FX QUICK START GUIDE About The Application... 1 Starting With the Application...1 Getting Started... 2 Logging In...2 Changing

More information

Create a new investment form and publish it to a SharePoint 2013 forms library

Create a new investment form and publish it to a SharePoint 2013 forms library Create a new investment form and publish it to a SharePoint 2013 forms library Step 1, create two new document libraries in the root site of your a collection 1) Open SharePoint Designer 2013 2) Create

More information

The Documents section can be accessed either via the Client Documents menu or from the Products section under the Document tab as shown below

The Documents section can be accessed either via the Client Documents menu or from the Products section under the Document tab as shown below Page 1 of 11 DOCUMENT MANAGEMENT Introduction The Documents section stores all documentation produced within The Key throughout the sales process. In addition documents created outside of the Key can be

More information

Implementing Mission Control in Microsoft Outlook 2010

Implementing Mission Control in Microsoft Outlook 2010 Implementing Mission Control in Microsoft Outlook 2010 How to Setup the Calendar of Occasions, Not Doing Now List, Never Doing Now List, Agendas and the Vivid Display In Outlook 2010 Handout Version 3

More information

account multiple solutions

account multiple solutions Quick Start Guide 1 Our easy to use guide will get you up and running in no time! The guide will assist you with: Generating your Sage Pay login Navigation Creating contacts Creating system users Setting

More information

BEST PRACTICES EMAIL ARCHIVE in contentaccess version 2.5

BEST PRACTICES EMAIL ARCHIVE in contentaccess version 2.5 BEST PRACTICES EMAIL ARCHIVE in contentaccess version 2.5 Use case: Email Archive configuration for companies with up to 2,000 mailboxes This document gives you an overview how to configure email archive

More information

8/4/2015 Sphere 9.4.6 Sphere Email US

8/4/2015 Sphere 9.4.6 Sphere Email US Sphere Email Guide 8/4/2015 Sphere 9.4.6 Sphere Email US 2015 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

Basic Pivot Tables. To begin your pivot table, choose Data, Pivot Table and Pivot Chart Report. 1 of 18

Basic Pivot Tables. To begin your pivot table, choose Data, Pivot Table and Pivot Chart Report. 1 of 18 Basic Pivot Tables Pivot tables summarize data in a quick and easy way. In your job, you could use pivot tables to summarize actual expenses by fund type by object or total amounts. Make sure you do not

More information

Trunk E-Mail Archive Tool

Trunk E-Mail Archive Tool Why use the email archive? Trunk E-Mail Archive Tool Students adding and dropping a course are automatically added and removed from a Trunk course site Roster. Using the Trunk e-mail archive tool will

More information

Table of Contents. Click on heading to navigate directly to that section. Introduction... 3

Table of Contents. Click on heading to navigate directly to that section. Introduction... 3 Election Guide Table of Contents Click on heading to navigate directly to that section. Introduction... 3 Part One: Pre-Election Set-Up... 3 Step 1: Logging into Your Simply Voting User Account... 3 Step

More information

Dealer Services. Administrator Guide. DealerMail. *343087* September 15, 2010 64972-02

Dealer Services. Administrator Guide. DealerMail. *343087* September 15, 2010 64972-02 Dealer Services Administrator Guide DealerMail *343087* September 15, 2010 64972-02 September 2010 These materials are the property of The Dealer Services Group of ADP, Inc. and are licensed to you for

More information

ManageMyHealth SMS Text Message Service User Guide. Medtech32. Version 20.0 (March 2012)

ManageMyHealth SMS Text Message Service User Guide. Medtech32. Version 20.0 (March 2012) ManageMyHealth SMS Text Message Service User Guide Medtech32 Version 20.0 (March 2012) IMPORTANT NOTE Medtech recommends that all Medtech upgrades and database back-up and restore processes are performed

More information

To create a new Campaign, click into the Marketing module. Then, click on Campaigns button.

To create a new Campaign, click into the Marketing module. Then, click on Campaigns button. Marketing Campaigns Use campaigns to send an email blast out to a list of contacts in the system. Create a new Campaign To create a new Campaign, click into the Marketing module. Then, click on Campaigns

More information

Marketing Campaign User Manual

Marketing Campaign User Manual Avalon Solution Email Marketing Campaign User Manual Email Marketing Made Easy! Avalon Solution Turning Browsers Into Buyers! TM Table of Contents: Subject Page # 1. Introduction to Email Marketing Campaign

More information

Updated 08/2015. Wire Transfer User Guide

Updated 08/2015. Wire Transfer User Guide Updated 08/2015 Wire Transfer User Guide Wire Transfers The Wire section provides you with the ability to create one-time wires or set up template-based wires for ongoing use. Wiring Funds The tasks you

More information

Apps4Rent Hosted Exchange/SharePoint Account Administration Guide.

Apps4Rent Hosted Exchange/SharePoint Account Administration Guide. Account Administration Guide. Apps4Rent Hosted Exchange/SharePoint Account Administration Guide. NOTE: This document contains functionalities and procedures which are mainly used by Company Administrator.

More information

Manage Address Book. Administrator's Guide

Manage Address Book. Administrator's Guide Manage Address Book Administrator's Guide November 2012 www.lexmark.com Contents 2 Contents Overview...3 Using Manage Address Book...4 Setting up access control from the application...4 Exporting contacts...4

More information

Salesforce.com - Working with Campaigns

Salesforce.com - Working with Campaigns - How To. Series Salesforce.com - Working with Campaigns Introduction Campaigns are used to group together advisors or contacts for tracking responses to a specific business objective. For example, you

More information

PolyU Staff Email Service. Mailing List Management. User Guide

PolyU Staff Email Service. Mailing List Management. User Guide PolyU Staff Email Service Mailing List Management User Guide Version 2.0 Last Update: 28 August 2015 PolyU Email: www.polyu.edu.hk/email ITS HelpCentre Support: www.polyu.edu.hk/hots ITS HelpCentre Support

More information

TUTORIAL: Campaigns Gold-Vision 6

TUTORIAL: Campaigns Gold-Vision 6 Tutorial Objectives: Campaigns Page No. Campaign Structure What is a Campaign? 2 3 Creating a Campaign Recipient List Campaign List Options 4 Creating a New Campaign: Create from current list Add to existing

More information

A guide to bulk deposit submissions

A guide to bulk deposit submissions A guide to bulk deposit submissions What is a bulk deposit submission? The Bulk Deposit Submission process is used for agents/landlords who have a large amount of deposits to submit at the same time, reducing

More information

The Electronic Voting System - EVS

The Electronic Voting System - EVS The Electronic Voting System - EVS The electronic voting system is based on the MSU surveys application. Its primary purpose is to allow the MSU community to vote on a variety of issues, membership or

More information

BPMonline CRM + Service Desk Agent Desktop User Guide

BPMonline CRM + Service Desk Agent Desktop User Guide BPMonline CRM + Service Desk Agent Desktop 1 Contents About This Guide... 2 1. Agent Desktop Setup... 3 2. Agent Desktop... 7 2.1. The CTI Panel of Agent Desktop... 10 2.1.1. The Incoming/Outgoing Call

More information

BULK SMS USER GUIDE. Version 2.0 1/18

BULK SMS USER GUIDE. Version 2.0 1/18 BULK SMS USER GUIDE Version 2.0 1/18 Contents 1 Overview page 3 2 Registration page 3 3 Logging In page 6 4 Welcome page 7 5 Payment Method page 8 6 Credit Topup page 9 7 Send/Schedule SMS page 10 8 Group

More information

Getting started with Email Marketing

Getting started with Email Marketing Getting started with Email Marketing Create Email a marketing campaign remains one of the most important tools available to digital marketers today, providing a cost-effective technique to reach prospects

More information

Installation & Configuration Guide Professional Edition

Installation & Configuration Guide Professional Edition Installation & Configuration Guide Professional Edition Version 2.3 Updated January 2014 Table of Contents Getting Started... 3 Introduction... 3 Requirements... 3 Support... 4 Recommended Browsers...

More information

Contact Manager and Document Tracking. CampusVue Student User Guide

Contact Manager and Document Tracking. CampusVue Student User Guide Contact Manager and Document Tracking CampusVue Student User Guide Campus Management Corporation Web Site http://www.campusmanagement.com/ E-mail Information: Support: E-mail form on Web site support@campusmgmt.com

More information

LSU Health Care Services Division PeopleSoft 8.8 Posting an online Journal Entry Bank Deposit

LSU Health Care Services Division PeopleSoft 8.8 Posting an online Journal Entry Bank Deposit Select General Ledger, Journals Printed 11/15/2007, 8:43:53 AM Page 1 of 15 PS88PostingJournalEntry_DailyDeposit.doc Select Journal Entry Printed 11/15/2007, 8:43:53 AM Page 2 of 15 PS88PostingJournalEntry_DailyDeposit.doc

More information

kalmstrom.com Business Solutions

kalmstrom.com Business Solutions HelpDesk OSP User Manual Content 1 INTRODUCTION... 3 2 REQUIREMENTS... 4 3 THE SHAREPOINT SITE... 4 4 THE HELPDESK OSP TICKET... 5 5 INSTALLATION OF HELPDESK OSP... 7 5.1 INTRODUCTION... 7 5.2 PROCESS...

More information

SMS Marketing with Shortcuts

SMS Marketing with Shortcuts SMS Marketing with Shortcuts This document will take you through the necessary steps to send SMS marketing text messages using your Shortcuts client data. There are two steps involved in sending SMS marketing

More information

Pinpointe User s Guide

Pinpointe User s Guide Pinpointe User s Guide Edition 2.1 October 2008 About This User s Guide How to Use This User s Guide This user s guide describes Pinpointe s Graphical User Interface (GUI). It shows you how to use each

More information

HireTouch Sending Applicant Correspondences (Emails)

HireTouch Sending Applicant Correspondences (Emails) HireTouch Sending Applicant Correspondences (Emails) This document provides instructions for generating emails to applicants to your job posting. There are four correspondence templates currently available

More information

A quick guide to... Using Email Analytics

A quick guide to... Using Email Analytics A quick guide to... Using Email Analytics In this guide... Learn how to use GetResponse All-Seeing Email Intelligence to evaluate campaign performance and uncover hidden revenue opportunities. Table of

More information

15R1 Enterprise Email Integration and Functionality

15R1 Enterprise Email Integration and Functionality Help Documents 15R1 Enterprise Email Integration and Functionality The integration of email within Enterprise allows Enterprise users to mirror their Microsoft Outlook. or other SMTP or IMAP email, including

More information

SpamPanel Reseller Level Manual 1 Last update: September 26, 2014 SpamPanel

SpamPanel Reseller Level Manual 1 Last update: September 26, 2014 SpamPanel SpamPanel Reseller Level Manual 1 Last update: September 26, 2014 SpamPanel Table of Contents Domains... 1 Add Domain... 2 MX verification Tool... 4 Overview... 5 Incoming... 6 Incoming Bandwidth Overview...

More information

We automatically generate the HTML for this as seen below. Provide the above components for the teaser.txt file.

We automatically generate the HTML for this as seen below. Provide the above components for the teaser.txt file. Creative Specs Gmail Sponsored Promotions Overview The GSP creative asset will be a ZIP folder, containing four components: 1. Teaser text file 2. Teaser logo image 3. HTML file with the fully expanded

More information

Using CSI s Web Messaging Email System: Imail URL: mail.csi.cuny.edu

Using CSI s Web Messaging Email System: Imail URL: mail.csi.cuny.edu Using CSI s Web Messaging Email System: Imail URL: mail.csi.cuny.edu Preferences: General User Settings Full Name: The name in the box is the name that will appear in the recipients from field. Reply to:

More information

SyAM Software Management Utilities. Performing a Power Audit

SyAM Software Management Utilities. Performing a Power Audit SyAM Software Management Utilities Performing a Power Power or How it Works Systems are discovered on the network, and organized into groups. For each group of systems a range of hours is defined to specify

More information