Click-n-Print User Guide

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1 Click-n-Print User Guide Selecting PDF print module Page 2 Selecting an Campaign Page 4 Viewing Campaign Reports and Analysis Page 7 Creating Mailing Lists Page 8 Adding HTML variables Page 9 Searching/Adding Contacts Manually Page 9 Creating Product Lists Page 12 Creating Your Own Campaign Page 13 Successfully TIPs Page 14 Contents To access promotional templates Change personal details and password Create mailing lists, amend contacts and personalise campaigns Create product lists for promotional campaigns and order pads P a g e 1

2 Selecting PDF print module Once logged in, click on the Wizard tab and this will show all promotional templates available. Below each promotional template thumbnails there are small icons, magnifying glass (to preview the templates), PDF (for the print module) and the Internet Explorer (for the module). Select the ideal template by clicking on one of the icons. The price can be entered manually into the text box by product (don t forget the currency sign), once you done this, hit refresh. The prices will be visible on the PDF. You can either preview the PDF or save & continue by hitting one of the buttons. (It is recommended that you preview PDF first before continue). *Please note that there is a separate side bar where you can scroll up and down to view the full PDF* ** If the template has multiple pages, you will need to select the page to be able to change the prices on it. P a g e 2

3 Accept the Terms and Conditions, Confirm & Continue. This can be entered for your reference or left blank This just for reference, it s not placing an actual order. Simply click on the PDF icon and download the PDF to your computer. P a g e 3

4 Selecting an Campaign Once you have selected the template through the Wizard by clicking on the Internet Explorer icon, choose the options for List Type. Enter the price field in the text box and sales price by products. This will appear as the price heading in the pricing table. Different wording could be used such as, Big Offer, Massive Reductions, Huge Discounts etc. Accept the Terms and Conditions and continue. Choose the relevant option as required. P a g e 4

5 Enter all necessary details into the text box provided, save & continue. Campaign Title This is for your reference only as the tile will show in the design stage. Subject This is the subject line, please ensure that it s relevant and clear, experiment with different subject lines to improve your open rates. Click enlarges and minimise the HTML content to check that all information is correct. Once minimised, scroll right down to the bottom to view different actions as per below: It is recommended to choose these 2 options before save & continue. You can save and send a test to yourself to make sure that everything is fine on the . P a g e 5

6 Select appropriate mailing list. It s always a good practice to create a test mailing list and send it internally to this test mailing list before sending it out to the customers, save & continue. The campaign can be sent out immediately or scheduled to be sent out at a specific time by clicking on the calendar icon. On the calendar, specify the time and date by clicking on where highlighted. If the time and date is not specified then the campaign will be sent straight away. Accept the terms & conditions and confirm. P a g e 6

7 The campaign will sit in the Processing stage before it s sent out. This could take up to 5-15 minutes before completing the sending process depending on the size of the database. Viewing Campaign Reports and Analysis On the Complete tab, select the campaign report icon. This brings up the analysis of the campaign and breaks down each campaign. Click on a specific one as shown to export the report in an Excel format. Choose the appropriate one for your analysis; click on CSV Export and save it onto your computer for further investigations. *Please ensure the right tab is chosen before exporting the file. P a g e 7

8 Creating Mailing Lists Select Add Mailing List Enter appropriate title and click Add Mailing List, Name will show at the point you have to select which mailing list to use before sending a campaign. Description only shows as a reference point in your mailing list tab. Choose the Download CSV Export icon to get the template. - Date Created - Edit Mailing List - Upload CSV file - Download CSV file Fill in the template, save as CSV file and upload by simply click on the Upload CSV file icon. P a g e 8

9 Select Browse to choose the file. As you can see from column A F, these are column headings in Row 1 which will be used as Variables. Please select Ignore Line 1 (Row 1). It s very important that you select no on Delete contacts not in CSV unless you want to clear your contact database. Accept the Terms & Conditions and upload. *Variable is a custom HTML code can be inserted into a campaign for that particular field which will automatically populate the information needed. Adding HTML variables Heading on column A F is a standard template given, you can also add more columns (variables) on the template by choosing Custom Fields Select Add Custom Field P a g e 9

10 Input the Field Name which will show as a heading in the next column within the template. Variable Name is what you would as a custom HTML code in the campaign to bring the information on this column in. Click Add Customer Field As you can see that another column has been added with a variable [[ACCOUNT_MANAGER]]. The variables can be used to customise your communications. If you create a letter and want the letter to mention a specific variable for example account manager for a specific customer. This is how it would be used, at the end of the letter; Kind Regards [[ACCOUNT_MANAGER]] Account Manager When sent, the HTML will automatically populate the name of the account holder for that customer; Kind Regards Jonh Smith Account Manager *The variable can be inserted by using the Click-n-Print HTML content editor. All variables can be used such as, [[FIRST_NAME]], [[SURNAME]] and [[ACCOUNT_NUMBER]] etc. P a g e 10

11 Searching/Adding Contacts Manually You can add a new contact manually be selecting Add Contact. You can also search for an existing contact by using the search box, the contact will either show under the Active or Unsubscribed tab. The contact can also be deleted manually by selecting the X button. Enter all information as possible and check the mailing created appropriately but not necessary. Click Add Contact. P a g e 11

12 Creating Product Lists Select Add Product List Enter all details and select appropriate option to allow which type the product list can be ordered from. Enter the product code and select Populate, the information will automatically generates as below. The price can be changed according to your promotion. Click Add to finish or Add Another Product Personalise your product list by choosing available tabs until you are happy with the table, which will appear in your personalised campaign. P a g e 12

13 The overview of the product list database, feel free to add more product lists according to your promotions. Understanding HTML Content Editor Customised data Pre-designed templates Account image server Insert hyperlinks Basic MS Word tools Insert tables/cells Full screen/minimise Creating You Own Campaign *Please contact our online marketing team on or for more information. P a g e 13

14 Tips to Avoid the Outlook Junk Folder The Outlook and Windows Mail junk mail filters scan messages to determine whether or not a message is junk mail. Unlike many junk mail filters Outlook is looking not only at your content but the Subject, From, and To sections of your message as well. Avoid the things listed below and you will have much better inbox delivery to your subscribers that check their mail using Outlook: Avoid the following in your FROM address Numbers in the first 8 character of the address Success Sales Profit Hello Mail public in the domain saavy in the domain Avoid the following in your TO address Avoid the following in the body or subject Subject contains "advertisement" Body contains "money back " Body contains "cards accepted" Body contains "removal instructions" Body contains "extra income" Subject contains "!" AND Subject contains "$" Subject contains "!" AND Subject contains "free" Body contains ",000" AND Body contains "!!" AND Body contains "$" Body contains "Dear friend" Body contains "for free?" Body contains "for free!" Body contains "Guarantee" AND (Body contains "satisfaction" OR Body contains "absolute") Body contains "more info " AND Body contains "visit " AND Body contains "$" Body contains "SPECIAL PROMOTION" Body contains "one-time mail" Subject contains "$$" Body contains " Body contains "order today" Body contains "order now!" Body contains "money-back guarantee" Body contains "100% satisfied" Body contains "mlm" Body contains Body contains "///////////////" Body contains "check or money order P a g e 14

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