3. Choose HTML file. Hit Choose File to browse for and select the HTML document you want to merge and send.

Transcription

1 List Master How-To: E-BLASTS OVERVIEW Use your List Master database to quickly and easily send HTML s, such as e-newsletters and appeal letters. E-blasts can go out to a group of any size, from everyone in your database to just one contact. List Master tracks results by several variables, in an easy-to-analyze format. Getting started: We ll provide an HTML template containing your agency s color logo and contact information. Edit the template using a web-editing program, such as SeaMonkey ( to create individual e-newsletters, appeal letters, etc. Then follow the steps below to merge your document with contact information from your database and electronically broadcast it through List Master. PREPARING and TESTING YOUR E-BLAST List Master highly recommends that you test each e-blast as many times as needed before sending it to your full list of recipients. Your should appear exactly right in test mode before broadcasting it. 1. Prepare your list of recipients. Use the Search Screen to generate a list of contacts to receive the test . You can send to just yourself, if you wish. 2. Choose your output. From the Results Screen, choose HTML Merge from the output options drop-down menu, then hit Do It. This will take you to a screen for merging your file and setting up information. 3. Choose HTML file. Hit Choose File to browse for and select the HTML document you want to merge and send. 4. Set up fields. From: This field determines how your agency name will appear to recipient in-boxes. The format Hand in Hand <info@handinhandk12.org> is fairly standard, because it shows both agency name and return address. Anti-spam law requires the sender to clearly identify himself. Bounces to: Use this field to choose an address for bounced messages ( s that are undeliverable due to bad address or other problems). There are several options for processing bounced ; List Master staff can help you choose the right one. Organizations typically use something like

2 a unique address set up specifically for this purpose. But if you d like bounced messages to go directly to you, you can enter your own address. Subject: Type in a subject line for your . Anti-spam law requires that the subject line be accurate and not misleading in any way. Default Greeting: You can use merge fields in your HTML file to personalize greetings for each recipient. (See Merge Field Names at the bottom of the screen for information and tips.) If you want to set up a default greeting most commonly Friends to use when merge data is not available for an individual contact, specify it here. Send a copy to these additional addresses using the default greeting: You can cut and paste a column of addresses that aren t in your database into this field, and these contacts will receive the e-blast, too. Since the addresses are not in the database, List Master cannot track open results for them. Plain Text Contents: Optional field for plain-text users. Whatever you enter into this field is what plain-text recipients will see. If you use this field, List Master creates a special format with both HTML and plain text versions. The then automatically displays the appropriate version for each recipient. These days there are so few people using plain text that many clients ignore this field. Another option is to post the newsletter to your web site s archive page before sending it, setting the plain text field to say: To read this on one line, please go here: 5. Test your e-blast. Click Test Mode box to establish this e-blast as a test. Doing so means it will not be recorded and tracked on the Eblast Summary screen 6. Merge and Send it: Click this button to send the test. SENDING YOUR E-BLAST These steps are nearly identical to those for sending a test, minus the test fields. 1. Prepare your list of recipients. Use the Search screen to generate a list of contacts to receive the e-blast. To send to all addresses in your database, type!none in the field.

3 2. Choose your output. From the Results screen, choose HTML Merge from the output options drop-down menu, then hit Do It. This will take you to a screen for merging your file and setting up information. 3. Choose HTML file. Hit Choose File to browse for and select the HTML document you want to merge and send. 4. Set up fields. From: This field determines how your agency name will appear to recipient in-boxes. The format Hand in Hand <info@handinhandk12.org> is fairly standard, because it shows both agency name and return address. Anti-spam law requires the sender to clearly identify himself. Bounces to: Use this field to choose an address for bounced messages ( s that are undeliverable due to bad address or other problems). There are several options for processing bounced ; List Master staff will help you choose the right one. Organizations typically use something like bounces@handinhandk12.org, a unique address set up specifically for this purpose. But if you d like bounced messages to go directly to you, you can enter your own address. Subject: Type in a subject line for your . Anti-spam law requires the subject line to be accurate and not misleading in any way. Default Greeting: You can use merge fields in your HTML file to personalize greetings for each recipient. (See Merge Field Names at the bottom of the screen for information and tips.) If you want to set up a default greeting most commonly Friends to use when merge data is not available for an individual contact, specify it here. Plain Text Contents: Optional field for plain-text users. Whatever you enter into this field is what plain-text recipients will see. If you use this field, List Master creates a special format with both HTML and plain text versions. The then automatically displays the appropriate version for each recipient. These days so few people uses plain text that many clients ignore this field. Another option is to post the newsletter to your web site s archive page before sending it, setting the plain text field to say: To read this on one line, please go here:

4 5. Merge and Send it: Bypass the test fields, then click this button to send the e-blast. TRACKING E-BLASTS Each (non-test) e-blast sent through List Master is recorded on the Eblast Summary screen, reachable from the Main Menu. Select an e-blast: The drop-down menu on the left side of the screen lists every e-blast ever sent, including subject line, and date and time sent. Select one, then hit the Show Results button. View results: The results screen tracks open rates and other information for the e-blast. The most recent clicks will appear each time you refresh the page. Total sent: Number of contacts who received this e-blast. Number opened: Number of contacts who opened the . Please note that this number reflects only s opened with images showing, not recipients who opt to view the as text-only or who do not opt to display images. This means the actual open rate is probably even higher. Percent opened: Open rate shown as a percentage of total recipients. Industry standards suggest that a 10 to 15 percent open rate is good, 20 percent excellent. Total number of clicks: Total number of clicks on any and all links within the e- blast. Overall click through rate: Total number of clicks on any and all links shown as a percentage. Open rates for each link: Open rates for each link in your e-blast are shown in the green and white grid. E-newsletters, for example, often contain teasers to several articles, with links to the agency web site for full text. Analyze viewership of individual links here. The Who column shows a list of contacts who opened this particular link. Hit the list button to view names. The Clicked column shows the total number of times each link was opened. The Click rate column shows the percentage of total clicks that each link accounts for.

5