introduction to emarketing

Transcription

1 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 capabilities that are focused on autogeneration of -based invitations and confirmations. emarketing offers an easy way to conduct professional marketing campaigns to promote and communicate with your target audiences. The module includes the ability to create HTML and text s and deliver the s while tracking click throughs. emarketing allows you to easily track whether your attendee generation campaigns are working and can offer new revenue opportunities through banner ad inclusion. Product Features Ability to create, send, and manage new s in text and/or HTML Clone sent and archived s for similar marketing within and across events Create and upload new mailing lists or select from any number previously created View who and how many recipients opened your View click-through reports and unique hits View recipients who have clicked on links Manage unsubscribes

2 emarketing walkthrough create To get started creating a new campaign hover over emarketing in the etouches menu. A drop down will appear, make sure to select Create . The Create popup will now appear and you will need to create a name for your . This is the name that will be used on the site. Then choose a folder to place your in, using folders helps keep your s organized and can be used to determine who has access to the . All of these settings can be edited at any point before sending out your .

3 create details This tab contains the general information about your . All the information you entered in the Create popup is displayed here, and you can now make changes to those fields as well as other settings. The name field can be modified at any time. The Event dropdown lets you link this to an ereg event. Just select an event from the dropdown box and the and event will be linked. This will allow you to track registrations from your campaign. In the Details section you can add more information about the you are creating. You can edit the sender information in case you decide to user a different name or address later on and make sure to add a subject to your otherwise it will send out blank. You can also select what format to send the as, choosing HTML & Text is usually best as it makes sure all clients will display the . Finally, you can edit the text that is used for the unsubscribe message.

4 create html content In this section you can insert the HTML content that you want in your . The HTML editor functions the same way as the HTML editor in through etouches. You can also insert merge fields into your HTML content like the first name of the recipient. Make sure you have the information in the mailing list that you want to import. create text content In this section you should input the text that your recipient will see if their application does not display HTML content (images, links, special styling). For a great time save, use the Generate text button to automatically create text content from the HTML content you alredy entered. create text content You can choose to add an attachment to your . You will first have to upload it to your etouches account and then select to add it. Please remember that some spam filters may see the attachments as spam or malicious files. Therefore, it is usually best practice to instead include a link in your to the document or file you would like to distribute to your recipients.

5 create send Once you have created a mailing list and have completed the setup of your you will visit the Send tab. From this tab you will have the ability to choose the mailing list you would like to send the to as well as a particular date, time, and specify the time zone. Sent this to: Here you can select the mailing list that you want to send this to. If you want to send this to multiple mailing lists you can revisit this page and choose a different mailing list and resend the . Filters: Here you can match any or all of the selected fields as a filter to include or exclude from your selected mailing list. Date & Time: Here you will select the date and time that your will be sent. Time Zone: Select the time zone you are using to specify the date & time of sending. It is important to remember that this affects the time to be sent. You can choose whether you want to exclude sending the to anyone on the mailing list who is already registered for the event associated with the . This only works if you linked the to an ereg event. In this section you can view scheduled and sent s, as well as the Mailing list, date, time, status, and sending progress associated with them. If your has not been sent yet, you can edit or delete a scheduled .

6 create test this To send a test to yourself, click the Test this button as shown above and a pop up box will appear where you can enter an address to have a test sent to. create view reports In this section you can view reporting based on mailing list, date & time, sent to, unique views, unsubscribes, and bounced back s. You can click the numbers in the Unsubscribes, Responded, Not responded and Bounces columns to view the reports for that specific data. When you click on the Full Details button, you will be taken to the above report. This shows your results in a bit more visual manner than the previous page.

7 create mailing list Once you reach the point where you have completed creating your you have to have a designated mailing list to send it to. To create a mailing, list hover over emarketing in the etouches menu. A drop down will appear, make sure to select Create mailing list. The Create mailing list popup will now appear and you will need to add a name for this list. Then choose a folder to place your list in, using folders helps keep your s organized and can be used to determine who has access to the . All of these settings can be edited at any point. create mailing list list details This tab contains the general information about your mailing list. All the information you entered in the Create mailing list popup is displayed here, and you can now make changes to those fields as well as other list settings. The Unsubscribe name is displayed when recipients are unsubscribing from your s. You can also set the status to Inactive (Active by default) and also make the list only to be used for testing.

8 create mailing list custom fields Custom fields allow you to insert more data into your mailing list for each attendee rather than just the default system selections. These fields can then be applied to your to display this extra information about each attendee. To create a custom field, select the Add custom field button. In this popup can assign a name to the field, custom merge code, and edit what should be displayed in the help field. The Help field will then display information about the field for anyone else who may be adding subscribers to mailing lists. The Custom Fields tab will now display your addition. You can then edit or delete custom fields. You are also shown the merge code for that field, and can now be used in your s. create mailing list manage subscribers The Manage Subscribers page includes the list of all your current subscribers. Above the list are the options to add or remove subscribers and export data. Filtering your results: You can filter your subscribers clicking on the filter icon. When you click on it you will see a list of options available to you, just select the option you want to filter your subscribers by and then input the filter criteria in the field.

9 Changing your views: In the View dropdown box you are able to switch between different views. The default view is automatically preloaded but you can add new ones by selecting Add new view. Once you have added a name to this view you can add columns by clicking on the add columns button. This window allows you to check off the standard and custom fields you would like to be displayed in the new view. Do not worry about what order you check them in because you always have the option to rearrange the order of the columns. After you ve selected which fields should be displayed, you can arrange the order in which those columns get displayed. Simply drag and drop the field name where you want it. You can also delete a field if you realize that you do not want it. The two default fields, edit and delete, cannot be deleted but you can move them wherever you want.

10 If you want to delete one of your views, click the Manage all Views (gear) icon to the right of the dropdown box. Clicking this will bring up a window where you can edit, copy, or delete views. Only the new views will be displayed To add a single subscriber, click the Add Subscriber button. You then enter information about your subscriber. Only the Address field is required. Notice that if you previously added any custom fields they will be located in the Custom Fields section towards the bottom of the page. Once you have finished entering this information, make sure to save. Use the Import feature to add subscribers from a spreadsheet. 1. First download the template CSV that is provided, make sure to add your data to that file and save it as a CSV file. You will notice that the columns in the file have all system and custom fields. Do not delete the columns that you are not using, doing so will skew your data when you try to import it. 2. When the file is ready to be loaded, select it and make sure to check off the box if your file s first row is a header (contains field name). 3. Select how you want the system to handle if it finds duplicates in the mailing list and CSV file. 4. Choose what kind of records you are adding.

11 You can export your current subscribers, you will have three options: Excel file, CSV file, or PDF file. You can choose to delete all of the subscribers in the current mailing list. You will be prompted to confirm your selection just in case you pressed the Delete all button by accident. To search for records from all your mailing lists click the Search Subscribers option in the emarketing dropdown. You can now set the search criteria for the subscribers you are looking for and your results will be returned. To search for unsubscribed records from all your mailing lists click the Unsubscribed Report option in the emarketing dropdown. You can now select the status you are looking for and search who unsubscribed before or after a certain date.