Constant Contact User Manual

Transcription

1 Constant Contact User Manual TIP: Check out Constant Contact s video tutorial on how to develop an campaign: com/3nvrv7l How to use this guide To use this guide, you must first be logged into the City of Irvine Constant Contact account. Logging in 1. Go to 2. Enter Log In information: o login: CityofIrvine o password: IEP After you log in, the Home page will appear automatically Creating a new campaign 1. Under My s in the center of the page, click on the name you want to use to replicate template (i.e. newsletter template) 2. Under Existing s click the Copy tab to replicate 3. Click the pencil icon next to Name: on the top left and create a name for your new , i.e. Spring Newsletter 2011 Edit and Send Test 1. To edit text in block, click on the Pencil icon at the top of the box you would like to edit. To edit text, delete current text and enter new text. Click save on the left side of the toolbar when finished. TIP: Using an existing template will save time and allow your campaign's look and branding to stay consistent TIP: Use Constant Contact s Previous and Next buttons, do NOT use your back button or you could lose updated content.

2 TIP: Article images should be vertical and the sidebar images should be horizontal. 2. To edit image in block, click on the Pencil icon and then double click on the image you would like to replace. A pop-up image editor window will appear. Upload new image by clicking on Upload New in the upper right. Another pop-up window will appear, click Select Files and then select the images you would like to upload. Give your image a description (i.e. Christmas tree photo) then click Done. To edit image size prior to inserting, you can put the dimensions in the bottom right corner of the image editor or you can resize in the editor by clicking the corners of the image and dragging. Once you are finished uploading and resizing the photo, click Insert in the bottom right. Back in the editor, click Save on the left side of the tool bar when finished.

3 3. When you re finished editing content, you can send a test by clicking the Preview & Test link in the left sidebar. In the left sidebar where it says Address(es), enter the address(es) you would like to send a test to and press Send in the left sidebar. Click Exit Preview in the upper left corner when you re finished to return to the edit screen. Send 1. After you successfully send a test and all looks good, it is time to set up a draft to send! First, click Save and then Continue. You will see the s Settings window.

4 2. In Settings you will input the Subject Line, From Name, and the From & Reply Addresses. This is also where you Add/Edit the Send To Lists section. To add a list, click Add/Edit, located at the bottom of the Settings box. A pop-up window with your list will appear. Now check the box of each list you wish to send the to and then click OK. Then click Save. 3. It is time for you to send your ! Click Schedule in the top right corner. A pop-up Schedule window will appear with two options: a) Send Now: Select "Send Now" to immediately add your to the sending queue. Most s are sent within 5 to 15 minutes from the time of your selection. However, on busy days or for large lists it may take up to 60 minutes for your to be sent. b) or Send Later: If you choose to schedule your , be sure that you have the correct time and date. Scheduled s are typically sent within 5 to 15 minutes of their scheduled date and time. However, on busy days or for large lists, it may take up to 60 minutes for your to be sent from the time of your selection. Dates and times selected in the past will be handled as a "Send Now" selection. 4. The Schedule pop-up window will also include two additional options: Send me an early results report and Archive this after sending. Check both boxes then click OK to finish scheduling your . *Important Note: If you change your mind and want to cancel your s send out, click Unschedule at the top right- as soon as possible. This will make your a Draft again.

5 TIP: To look at statistical averages by industry please visit: spvnmb and for definitions of open rates and click throughs, please visit v5p7au. Check Campaign Statistics 1. After you send the you can check its open and click rates. It is important to allow a few days before you check campaign statistics. To check comments, click on the Home tab. While at this page, click on the sent you would like to check. Scroll down to view statistics. Manage Contacts 1. To upload new contacts, from the Home page, click Add and Update Contacts in the Contacts Box in the right sidebar.

6 You can cut and paste contacts by by clicking the Paste Addresses tab or click on the From a File or Spreadsheet tab. s must be in.xls,.xlsx,.csv, or.txt. When you are uploading a spreadsheet (in one of the previously mentioned formats), you will need to select the categories you would like imported. Note: in the screen where you select categories (see below), you will only see a preview and not all of your s. Categories to select: First Name, Last Name, and . For all other categories select Do Not Import, then click Next. In the next window, click the box next to the list you want to add the contacts to. Then click submit. TIP: Constant Contact will not upload duplicates or incorrect s. Give your s a double look to make sure they are typed correctly before uploading. 2. Contacts that need to go on multiple lists: If you have contacts that need to be on multiple lists, for example, if you have a list of 20 contacts that all need to go on the General List (i.e. the main e-newsletter list), but 10 of the contacts also need to go on the Residents list. First, what you can do is upload your spreadsheet with all the contacts to the General List using the From a File or Spreadsheet tab. Once this is completed, start from step 1 and use the Paste Addresses tab this time. From your spreadsheet, copy/paste the Resident contacts only (see below) and paste into upload screen. Then click Next, then check the box next to the Resident list. Then click submit.

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