Campaign Monitor. Quick Reference Guid e

Transcription

1 Campaign Monitor Quick Reference Guid e TABLE OF CONTENTS Campaign Monitor overview... 2 Getting started... 3 Create a subscriber list... 3 Create a campaign... 5 Select the campaign format... 6 Modify header... 7 Build the Page... 8 Add images... 8 Preview... 9 Add recipients... 9 Snapshot of New Campaign Test the campaign Schedule campaign delivery Pay for your campaign Reports Page 1 of 12

2 Campaign Monitor Overview Campaign Monitor is a software package that is used to send messages formatted as newsletters or announcements. The messages that Campaign Monitor sends are short and flashy with the aim of driving its subscribers to take action. Campaign Monitor features: Templates for creating engaging, interactive s. Managed subscription lists. Metrics to track results of each campaign, including number of s opened and links clicked. Successful Campaigns are: Scan-friendly. Readers can easily scan the to find the important messages. Short. The main information of the is visible when opened no scrolling required. Adhere to the university s Writing Style Guide. Located at: nau.edu/marketing/guidelines- Standards/ Additional Info about Campaign Monitor Accounts NAU HTML newsletter templates are available within Marketing's Campaign Monitor account. o Marketing maintains this blanket CM account and creates sub-accounts for clients across campus. This allows Marketing to share approved templates while maintaining autonomy for clients to manage and send their own campaigns. Each client provides a list of approved publishers who then have access to their department's or organization's account. o Marketing has access to all client accounts but access is reserved for the purpose of providing new templates as they become available, and providing limited technical support. It is ultimately the client's responsibility to draft content, build subscription lists, acquire necessary approvals and pay associated costs (for metrics only). o It is the responsibility of the client to build and manage subscription lists according to existing regulations. Additional information can be found at Contact Us us at: [email protected] Call us at: (928) CMS (x9267) Before you Begin Have your subscriber list ready Have a credit card or other form of payment ready if you send your campaign to more than 20 recipients, or you would like the automatic and spam test. Experience Campaign Monitor If you would like to experiment with using Campaign Monitor, contact us at [email protected] or (928) CMS (x9267). Page 2 of 12

3 Getting Started Login to your account Go to: Enter your user ID or and password Create a Subscriber List 1. From the List & Subscribers tab, click Create a new list. 2. Enter a list name in the Name field, choose single opt-in as the List Type, and click Create List. 3. Click Add subscribers. 4. File formats you can import include: a. Excel documents (.xls,.xlsx) b. Comma separated values text files (.csv) c. Tab delimited text files (.txt) Page 3 of 12

4 Create a Subscriber List (continued) 5. To import a file, click the option to Select it from your computer instead 6. Match the columns with your subscriber list fields. 7. Click Finish adding subscribers. 8. More information at Page 4 of 12

5 Create a Campaign 1. Select Create a new campaign 2. Complete the fields: a. Name the campaign. Name of the campaign in Campaign Monitor. Used for reporting. b. Enter the subject line for this campaign c. Set who this campaign is from. What will appear in the From field of your . d. Click Next Page 5 of 12

6 Create a Campaign (continued) 3. Select the campaign format a. Select a template b. Click Next Block Template Basic Template Page 6 of 12

7 Create a Campaign (continued) 4. Modify header a. Change date with Edit button. b. Social Media chicklets o To add a link to your social media site, click Edit. From the gear drop down list, select Add Link, paste link, click Insert, and Save Changes o To remove a chicklet, click Edit. From the gear drop down list, select Remove Image, and click Save Changes. If you remove a chicklet, the spacing will remain unchanged in the edit view. In Preview and the final , the chicklets will justify to the left. Preview o To add your own social media chicklet. Remove an unwanted icon. Click the Edit button where the unwanted icon had been. Click on Choose File, add an image (must be 25 x 25 pixels), and click Save Changes. Page 7 of 12

8 Create a Campaign (continued) 5. Build the page a. Edit. Make edits, update wording, add images. b. Trash can. Delete. c. + Add New. Add another module or content part to your campaign. d. Drag and drop. To change the order of modules. 6. Adding Images a. Default images display the image pixel size. b. Edit the module with the picture. c. Go to the image, and from the drop down select Remove Image. d. Select Choose File to upload your image. e. Click Save Changes. Page 8 of 12

9 Create a Campaign (continued) 7. When finished, click Preview to proof your campaign. a. Click Make more changes to go back and make further edits, or click Define recipients when edits are complete. 8. Recipients a. Select My recipients are from an existing subscriber list and select the list to use. b. Or you could select I ll add my own subscribers. i. Follow the steps for Create subscriber list above if you need to create a list. c. Click Next. Page 9 of 12

10 Create a Campaign (continued) 9. Snapshot for New Campaign a. Provides an overview of the campaign you have put together. b. Click Test and define delivery. 10. Test your campaign a. See how your campaign displays in various clients (ex. Gmail, Hotmail, outlook) b. Manual Test. Send a test to various clients that you have access to. c. Complete design and spam test. For $5, campaign monitor will thoroughly test your campaign. d. Click Skip the test or Return to snapshot. Page 10 of 12

11 Create a Campaign (continued) 11. Schedule campaign delivery a. Select your delivery option. 12. Pay for your campaign a. Any campaign with more than 5 recipients you will need to pay for. b. Complete the form. c. Click Send campaign immediately. Page 11 of 12

12 Reports 1. Click the Reports tab 2. Click on the name of the campaign to review. a. You can also compare campaigns to one another. 3. Review the report. Page 12 of 12