Marketing Software

Transcription

1 Marketing Software

2 I Marketing Software Table of Contents Foreword 0 Part I Mailer Utilities 1 1 Main Page Troubleshooting Translate... 6 Part II Manage News. List 6 1 Getting Started... Wizard 6 2 Manage Administrators Create Lists Create Auto-Responders Manage Target... List 10 Part III Manager Subscribers 10 1 Add New Subscribers Manage Subscribers Approve Subscribers Add Banned Part IV Manage Campaigns 11 1 Create Campaigns Track Campain Build HTML Newsletter Process Bounced... s 13 5 Create Subscriber... Surveys 13 Part V Manage Sub. Int Create Website... Forms 14 2 Customize Website... Pages 14 3 Customize Admin... Panel 15 4 Customize System... s 15 5 Backup Database Index 0

3 Mailer Utilities 1 1 Mailer Utilities 1.1 Main Page Welcome to your Marketing Software User Guide! This comprehensive user guide will step you through all the dynamic features for the Marketing Software. 1.2 Troubleshooting 1. If you click on "Send" and the campaign is not sent or if you click on "Send" and no information is sent to the Track Campaign section then you should do the following: Backup the etools2.php file In the etools2.php file make sure the following is set: $problem_sending = 1; $threads_no=1; /* Number of threads for sending */ $allow_fork=0; /* Allow using fopen to do fork */ $allow_lock=0; Once you set these variables then try to re-send. 2. I just installed the marketing solution and it is not sending. What can I do? By default the mailer uses the PHP mail function to send . To test if PHP mail is working for your server open the file testmail.php which is included in the mailer directory, with a text editor and add your where it shows: $ ='test@test.com'; Then move the file back to your web server and go to the file in a web browser. When you go to the file, it should send an to your . If you do not receive the then contact your hosting company and ask them why you did not get the and if php mail is available. Another method to use if your host does not support the mail function is your server s SMTP. To use this method in the lib/etools2.php look for the variable: Change $smtp_servers=array( /* Array of smtp servers */ // array('host' => ' ', 'keep-alive' => true), /* host, user, password */ ); TO: $smtp_servers=array( /* Array of smtp servers */ array('host' => ' ', 'keep-alive' => true), /* host, user, password */ ); Notice the line was just un-commented.

4 2 Marketing Software If your smtp requires a username and password then change it to: $smtp_servers=array(array('host' => ' ', 'keep-alive' => true, 'user'=>'smtp_username','password'=>'smtp_password')); NOTE: On some servers have you to replace This is the ip for your localhost and it works on a lot of servers, you should contact your hosting company for details. 3. When I sent HTML instead of the user getting my HTML , the user receives a link. What can I do? You should contact your hosting company or server admin and let them know the variable: allow_url_fopen should be set to on in your php.ini file. They will either do this for you or let you know what to do. They should not have a problem setting this because 99% of all host have this set to on. 4. How do I reset the admin password? Follow these instructions to reset your administrative password: 1) Download the reset_password.php. This file is located in the mailer folder. 2) Open that file in an editor and enter in your database. You will see variables, db, db_user, db_password and db_host. For example: $db='database_name'; $db_user='database_user'; $db_password='database_password'; $db_host='database_host'; 3) Save the file and upload the server back to your web server. Make sure the file is put back in your mailer folder. 4) Go to the web page in a browser. For example go to: Once you pull up this page it will reset the password to admin/adminâ Then you should login with admin/admin and change the password. 5) Remove your database information from the reset_password.php page. 5. I am having trouble uploading large files, what can I do? Uploading Large Files: If you are looking to upload large files to the mailer to import contacts then you need to do the following:

5 Mailer Utilities 3 1) You need to change the setting in PHP called: upload_max_filesize and post_max_size These values should be set to 16M Also, set the memory_limit to 32M You can do this through the php.ini file or contact your host to ask them how to do this if you are on a shared server. 2) For MySql you have to have the variable: max_allowed_packet to be equal to 16 This can be accomplished by: modifying to /etc/my.cnf and setting the: set-variable = max_allowed_packet=16m under: [mysqld] Also keep in mind that my.cnf can reside in different dirs depending on the installation. Usually it is / etc/my.cnf, /var/lib/mysql/my.cnf, /usr/local/var/my.cnf. 6. Apache Upload Troubleshooting If you are still having trouble once you set the parameters above, then you should check the following apache limits LimitRequestBody LimitRequests LimitRequestSize LimitRequestLine You should check especially the first one in the httpd.conf. It is possible the POST data is larger than the value in the LimitRequestBody 7. When I sent out s, can I have a delay between each ? Yes, this is possible. You should set the options in your configuration file which is etools2.php. In your config file you will have the following instruction and variables:

6 4 Marketing Software $ _delay=0; $ _no_delay=1; -The _delay field variable tell the system how long to delay between each . -The _no_delay field tells the system, after this many s issue a delay. So if this field is set to one, then after one then issue the delay. Also, set the following: $threads_no=1; $allow_fork=0; $allow_lock=0; 8. Spaw Editor Problems If you have problems with the spaw editor then before you submit a ticket please do the following: Open up the file /spaw/config/spaw_control.config.php 1) in this file look for the line: $spaw_root='/home/user/yourdomain.com/htdocs/produgram/spaw/ and make sure this points to the right location of the spaw directory. -If you do not know the path to your spaw directory then you should ask your hosting company. -Make sure you have a trailing slash after spaw 2) If you installed the program on a non-secure server then look for the lines: if(!$https) { $spaw_dir=' located $spaw_base_url=' // directory where spaw files are // base url for images and make sure this points to the right location. Where it has YOURDOMAIN above, you should fill this in with your domain name and where it has DIRECTORY above, you should fill this in with the directory name of the software that you are using. IF YOU DID NOT INSTALL THE SOFTWARE ON A SECURE SERVER THEN YOU CAN SKIP THIS STEP. If you installed the software on a secure server then look right below the lines if(!$https) {

7 Mailer Utilities 5 $spaw_dir=' located $spaw_base_url=' // directory where spaw files are // base url for images and you will notice an "else" and then the same lines. You should fill out the "spaw_dir" and "spaw_base_url" but make sure it starts with a 9. On the registration form is there any way to set the default country to be something other then the United Stated? Yes, around line 291 you will see an option: $options['default']='us'; change this to be the Country of your choice. It should be the abbreviation for that country. For example for the UK you would use "GB". If you need to know your countries abbreviation you can contact support. 10. Library doesn't physically exist error Answer: If you receive this error you should do the following: 1) go to spaw/config/spaw_control.config.php. Find array $spaw_imglibs. Correct the path to the images directory. It should be like this: /home/user/ (with trailing slash) 2) Check that this directory physically exists, if not, create it. 3) Give the web process permissions to write to it. E.g. chmod 777 img 11. If my stalls when sending what can I do? There are two things you can do to prevent from stalling when it is being sent. First you can go to Create Campaign and then click on: Campaign Sending Monitor And leave this window open while the is being sent. If you do not want to leave a window open while is being sent, you can setup the cron job: To run every 10 minutes

8 6 Marketing Software 1.3 Translate If you are going to translate the mass marketing solution to a different language then you MUST follow the steps in the Translate section of this user guide before you continue with this installation. If you install the product and do not follow these steps, then you will need to re-install the product and make sure you follow the steps in the Translate section. Instructions to Translate Mailer to different language To use your own language files please follow these steps. 1. Go to the directory: /mailer/lib/langpack/ In this folder is different language files. You should copy the english.php file. You can call this file anything you want, just make sure the extension is.php Now you should edit your new file by replacing the english words in the quotes with your translation. 2. The next file to edit is lib/lang.php (Make sure you make a backup) You should replace the information at: $languages = array( 0 => array( ) 'name' => 'English (iso )', 'charset' => 'latin1', 'collation' => 'latin1_swedish_ci', 'codepage' => 'iso ', 'langpack' => 'english' with your information for your language. Please consult MYSQL information about character sets to know what to enter on these lines. Please Note the following: The name variable can be anything and is used when you install the software. It will appear in the drop-down. The langpack should be the name of the file that you modified in step number 1 2 Manage News. List 2.1 Getting Started Wizard Our getting started wizard will walk you through all the steps to setup your marketing campaign.

9 Manage News. List Manage Administrators From this section of the marketing campaign software you can manage your administrators, including adding administrators and giving them access to certain lists When you add an administrator you will be brought to the Add User page. From here you can set up new admins with access to whichever features you need them to use. Login: The login field can be set to anything. You should not use spaces for this field. Password: The password field can be set to anything. You should not use spaces for this field. Confirm Password: Retype password for confirmation. First Name: This should be the first name of your administrator. Last Name: This should be the last name of your administrator. This should be the of your administrator. Notify user of new If this is checked, when new users sign up from your user interface, submissions: the administrators that have this option checked will get an notifying them a new user has signed up. Notify user when someone If this is checked, when new users unsubscribe, an will be sent unsubscribes: to the administrator. Show this administrator in test If this is checked, this admin will receive a test when testing an wizard: campaign. Allow admin to create other If this option is checked, the administrator will be able to create other administrators: Allow this admin to send s: users with administrative rights. If this option is checked, the administrator will be able to send s to subscribers. After completing this form you will be directed to select the permissions of the user. 2.3 Create Lists From this section of our software, you can manage your lists. You can create new lists, add field to an list, and add subscribers to the list. When you create a new list, you will have the option to add advanced options. The advanced options, are not required and only used to add additional functionality. When you add a new list, you will have the options below. List Name: This is the name of your list. Show Advanced Options: This is used is you want to add additional functionality for the selected list. Remove subscribers from If you choose an list from the list of lists, then when a new the selected lists is added to this new list, they will automatically be removed from automatically, if the the list that you select with this option. subscribers are added to this new lists: Import s From: If you have created fields in another list, you can have those fields imported when you create this new list. If you select Add New, you will be able to create a new input that individuals who sign up can fill in.

10 8 Marketing Software Name: List: Required: Allow user to modify: When users do a search, show them this field in results: Type: Display to user: Add the customized fields name such as name or address. This will be the name that is displayed to users. Select the list you want associated with the new customized field. Check box if you want the new field to be required or leave unchecked if it's not a required field. If this is checked then a user will be able to modify this field when they modify their profile. Check this box if you want to see this field as a main header when you search users in the Manage Subscribers section. You can have a total of three main headers in the Manage Subscriber section. You can always see the field information by clicking into the record, but by checking this box you will see this field as a header on the search page. With this option you should select the type of field you are looking to create. Check this box if you want the field displayed on your user pages. 2.4 Create Auto-Responders An autoresponder is used to automatically schedule future s to be sent to any number of addresses. For example you can setup a follow-up series after a subscriber is added to send an automatically after two days and then one month later. Once you set this up once, you do not have to do anything and the system will automatically send these s. When you create a new autoresponder you will fill out the following fields: Auto-Responder Name: This name is used throughout the software to reference your autoresponder. Send To: Format: List: Subject: From Name: From: Reply-To: Return-Path: Here you select which users you wish to receive the . You can send to subscribers, un-subscribers, or all users. It is recommended only to send to subscribers. You can also choose whether the is sent HTML subscribers, Text Subscribers or All subscribers. Select which of your lists will receive the autoresponder. This is the subject of the that the subscriber is going to receive when they get your autoresponder . This is optional and used if you want a name to appear next to the address when the person receives your . When the subscriber receives your autoresponder , the from will be shown here. This is the reply-to shown in your autoresponder . This is the Return-Path shown in your autoresponder .

11 Manage News. List 9 This autoresponder should be sent: The autoresponder will be sent to your subscribers after a certain amount of hours, days or months after they subscribe. If you choose the option to send to users on their birthday you must do the following: Text Body: HTML Options: -Go to Create List section and click on "Add New " When you add a new field, for the "TYPE:" field, there is a birthday option. Select this option and create a Birthday type field. When you go into the user record, there is now an option to add a birthday for the subscriber. The autoresponder that you setup will be sent on the user's birthday. If the subscriber has only a text program, then whatever text you enter in this field will be sent to the subscriber. This field should always be filled out in case you subscribers that do not have an program that can read HTML s, then they will see the text that you enter in this field. If you want to send an HTML to your subscribers then you should either select one of the built-in templates or you can specify a URL in the field: "Location of HTML I want to send:" However you cannot select a template and enter a link in the "Location of HTML I want to send". You have to use one of the methods, but not both. Attachments: Monitor the number of users who read this autoresponder: Update Profile Text: Update Unsubscribe Text: Share with a friend text: Apply this autoresponder to all current subscribers in my database: PERSONALIZE YOUR AUTORESPONDER: Also, if your HTML has pictures, make sure the HTML code refers to the image you use with the absolute path. For example use: and not just image.job put the whole link to the image. This field give you the option to browse in an attachment file. If you want to browse in an attachment, simply click on the "Browse" button and select the attachment from your computer. If this box is checked, you'll be able to find out how many of your subscribers read this . If you would like to give users the ability to change their profile you can check this option. Also, you can modify the text that will be shown to users in the HTML they receive from you. If you would like to give users the ability to unsubscribe you can check this option. You also have the ability to modify the text shown to users in the HTML they receive from you. If you would like to give users the ability to share the with their friend then you can check this option. You also have the ability to modify the text shown to users in the HTML they receive from you. If this option is checked, then this autoresponder will be made available to all your subscribers. Therefore, if you have setup an autoresponder to be sent in 2 days, and you have checked this option, then the current subscribers will be sent the new autoresponder in 2 days. You can also personalize your autoresponder with variables shown at the bottom of the autoresponder page. For example, in your , if you put Hi % _%, Then when the subscriber receives your it will say for example: Hi test@test.com It will print the actual address of the recipient. In order to accomplish the above task it will be necessary to setup a cron job.

12 10 Marketing Software 2.5 Manage Target List From this section of the marketing solution you can manage your target lists. A target list will allow you to segment your list to specific users. For example, if you have a customized field for Color and you have the options: Red, White and Blue. If you would like to send your campaign to only subscribers that have the color Blue selected, then you can create what is known as a target list. If you select Create Target List you will need to select which list you would like to make a list for. You can then create your target list by selecting specific options from the fields presented and clicking on the Create Target List button. Added From, Added To: Subscription Type: Show: If you are searching on the field, you can use the and this will bring up all s from the domain name test.com. Use this field if you're looking for subscribers within a specific date range. You can use this option if you want to limit the target list to either be subscribed s or unsubscribed s. Type the comfortable number of records you want displayed per page when the results of your target list is shown to you. To create a target list from the results, click on "Save Target List". Now, when you go to create a new campaign in the "Create Campaign" section when you create on Add Campaign, you will see this target list as an option for the "Send To" field. You can select the target list and will just be sent to this target list. 3 Manager Subscribers 3.1 Add New Subscribers From this section you can add subscribers to your list. In addition, you have the option to immediately forward new users any existing campaign in the software by selecting the campaign from the field Send Stored Campaign option. Send Stored Campaign: Format: By choosing a campaign from this option when the subscriber is added they are immediately sent the selected campaign. This function is optional and only used if you are immediately looking to send subscribers s. Once you click on the Submit button, the subscriber is immediately sent the campaign. This should be the of your new subscriber. There are three choices: Multi-Format: The system will automatically detect which type of format the user can receive and deliver the correct format. Text: The system will send a text only to this subscriber. Subscribed: HTML: The system will only send a html to this subscriber. Check this box, if you want this user to be subscribed. If you do not have this box checked, the will not be subscribed and the will not receive any s sent. If you need to unsubscribe users, uncheck this option.

13 Manager Subscribers 11 Setup a reminder for this user: If this box is checked, then administrators in your system will receive a on the date specified. You can customize the body of the you will receive. To setup a remainder, you must setup the following cron job * * */1 * * wget -o/dev/null -O/dev/null php Note: Replace which your actual domain name. 3.2 Manage Subscribers From this section you can manage your subscribers. When you search list, you will have the following options: Contact ID: Added From, Added To: Subscription Type: Show: Use this field if you know the Contact ID and would like to bring up a specific subscriber. If you want to search all s from a specific domain you can use for example test. com in this field and then when you do the search, it will bring up all s from test. com. Use this field if you're looking for members within a certain date range. You can use this option whenever you're looking for subscribed members or unsubscribed members. Type the comfortable number of records you want displayed per page when the results of your search are shown. 3.3 Approve Subscribers From here you can approve new subscribers who signed up from your user interface. Subscribers will appear in this section before they are added to your regular database to allow you to approve the subscriber. To require your mailer to approve subscribers you should go to the following option from the main menu: Create Web Site Form - You will have 3 options from here to create your web site form. Once you go into one of the options and create a new form there is an option: "Subscriber should be approved by the ADMINISTRATOR before being added to the software." This option should be checked to require administrators to have to approve subscribers. 3.4 Add Banned From this here you can ban certain s from accessing your list. If you want to ban a range of s then you can enter for 4 Manage Campaigns 4.1 Create Campaigns From this section you can create a campaign.

14 12 Marketing Software Allow subscribed members to manage their profile: Campaign Name: Subject: Send To: To: From Name: From Reply-To: Return-Path: Text Body: HTML Options: Attachments: Send Date: Send Time: Send notification s to the following addresses when campaign finishes: Monitor the number of users who read this campaign: Track campaign in the user record: Monitor links within this campaign: When counting clicks, count 1 click per IP: Unsubscribe Text: Update Profile Text: Share with a friend: If this box is checked, your subscribers will have the ability to manage their profile. When subscribers receive an from you, there will be a link for subscribers to change their profile. This is how your campaign will be referenced in the marketing software. This field is to store the subject for your . Choose whether the campaign should go to subscribers from your list or to subscribers in your target list. Select the specific list or target list. If you want a name to appear next to the address when the person receives your . Whatever you put in this field, will be the "From" address shown to the user. Whatever you put in this field, will be the "Reply-To" address shown to the user. If your campaign is bounced, then the return will go back to the address you enter here. This field has to always be filled out because if the person does not have an HTML compatible software to read your , then the user will receive the text . You have 2 options when it comes to sending HTML s. The first option allows you to send an HTML that you have stored on the Internet. The second option allows you to use one of our pre-made templates. You should pick one option and not use both options. Using these fields you have the option to browse in an attachment with the campaign. Set the date you want to send the campaign. This is optional. IMPORTANT: If you use this field, then you have to setup a CRON JOB. Set the time you want to send the campaign. This is optional. Type addresses you want to receive notification that the campaign has finished sending. This field is optional, however, if you want to be notified when the campaign finishes sending, then enter an address in this field. If this box is checked, it gives you the ability to monitor the number of subscribers who will read your campaign. NOTE: It only applies to HTML s If this box is checked, you'll be able to get campaign statistics from the user record. Therefore, after this campaign is sent, you can go into the user record and see the campaigns the user has received. If this box is checked, you'll see what links your subscribers have clicked on. If this box is checked, when subscribers click on links, it will only count 1 click per IP. Therefore, if a user coming from one IP clicks on a link 4 times, it will only count as one link If this box is checked, the subscriber will have the ability to unsubscribe If this box is checked, your subscribers can update their profile If this box is checked, the subscriber will have the ability to share your campaign with a friend. You can also personalize your campaigns by using variables. For example, if you send an to a subscriber named John and in your you include: Dear %First_name%

15 Manage Campaigns 13 Then when John receives the from you, it will say: Dear John It is important to note that all variable that should be used are on the bottom of this "Add Campaign" page. You first have to add a field for the First Name. Then go to this "Add Campaign" page and scroll down, you will see the variable to use. 4.2 Track Campain From this section of the marketing services software you can monitor your campaigns as they are being sent. Once the is sent you can get detailed statistics by clicking on the "Statistics" link from this section. 4.3 Build HTML Newsletter From this section of the mail marketing software you can build HTML Newsletters from pre-made templates. You will have the option to copy templates and rename templates. 4.4 Process Bounced s From this section of the mail marketing software you can manage bounced s. There are different types of bounced s and you can set-up options for each type. A hard bounce is an undeliverable message due to a permanent problem with the subscriber. A soft bounce is due to a temporary problem with the subscriber's or the receiving server. In addition, you have the option to alert administrators when the system receives bounced s. To setup the system to receive bounced s, when you add a new campaign, you should set the "Return-Path" to receive your bounces. The return-path should be a pop account. After you send your campaign, any bounced s will be forwarded to the return-path account that you have setup. 4.5 Create Subscriber Surveys From this section you can create a survey that can be used as a stand-alone survey or a survey that you can link up in your campaigns. Below are the steps to create your survey. * Step 1. Click on "Add Survey" and choose a name for your survey. * Step 2. You should customize your survey by adding fields. To add fields to your survey, click on the "Create s" link. * Step 3. You can customize the survey by clicking on "Survey Header" and "Survey Text" and "Confirmation Text." * Step 4. You can preview the survey by clicking on the "Preview" link. * Step 5. Now it is time to link your survey. If you want to have a survey and you want to use it within your web pages, then you can use the software to provide you with a link that you can use in your web pages. To view the link to use click on "Use Web Link." If you want to use the survey within your newsletters and be able to view statistics based on the campaign then in your HTML Newsletter you should use the variables that are shown under the LINK Column for the selected survey. For example with your first survey, you may see the variables: %survey1% %endsurvey1% To use this type of variable follow the instructions below:

16 14 Marketing Software In your HTML newsletter, if you want to have a link that shows: Take My Survey Then in your newsletter when you create this link, you should create it by having: %survey1%take My Survey%endsurvey1% Just by adding this text to your HTML s, when you send the to your subscribers, our software will automatically turn: %survey1%take My Survey%endsurvey1% into: Take My Survey 5 Manage Sub. Int. 5.1 Create Website Forms From this section of our marketing software you can customize the user interface. We have three options for the user interface. * The first option allows you to create a registration form using our template. If you use our template you can modify the header, footer and other elements. However, the template cannot be totally customized to look like your web site. If you are looking to have the form you create look like your web site you should use the option: "Design Your Own Form" * The second option is used if you want to create a subscriber text box where your users can enter their address * The last option is used if you want the form to totally look like your web site. If you use this option, you will be given code that you can use to show the user forms in any of your web site pages. Depending on the option above that you choose, you will be given the following option: Modify Header: From this option you can browse in HTML for the header. You will also have the option of browsing in a graphic for the header. Modify Text: If you click on this option, you will have the option to go into individual pages and modify the text on those pages. Modify Thank From this section you can add the confirmation that users will receive when You Page they fill out any of your web site forms. Each list can have one confirmation . Get Code: If you use the options: "Create Subscriber Text Box" or "Design Your Own Form" you will have the option to get code. If you go into this option, you can the code that is required to create your subscriber text box or the code required to integrate the form into your existing web site. 5.2 Customize Website Pages From this section you can modify individual pages for your software. The first thing to do is to select the list that you want to customize pages for. Once you select the list, you will be shown a list of pages. Select the page you would like to modify. You will have the following fields: Meta Tag: This is the Meta information used in your web page to increase your SEO. You should contact your SEO for help with using Meta information.

17 Manage Sub. Int. 15 HTML Title: Background: Default Font Color: Default Font Size: Sub-title: Page Text: This is the HTML title for the selected page. This is the background color for the selected page. This is the color of the text on this page, you can select colors from our list. This is the size that will be applied to the majority of the text on the page. This is the text that appears in the grey bar. This is the text for the page. 5.3 Customize Admin Panel From this page you can browse in your own logo that will replace our logo. Simple select the logo from your computer by clicking on the Browse button. Once you have selected the logo click on the Submit button. 5.4 Customize System s From this section you can customize system s. Select the you want to customize. If you want to personalize the , then you should go into the page and scroll down and you will see options to personalize. For example in your , if you want to say: Hi where is the actual , then you would enter the following in your Hi % _%, Then when your users receive the , they will see the actual address. You can do this for any of your customized fields. Therefore, if for example you wanted to print the subscribers first name, then you should first add a customized field to collect the first name. To do this you would follow the steps: 1. Go to Create Lists 2. Click on "Add s" 3. Add a new field for First name. This would be a text area type field. 4. Now go back to the section to customize your and scroll down and you will see the field variable to use to personalize your with this new field. 5.5 Backup Database From this section of the marketing software you can backup your entire database. This backup can be used if you ever have to do a restore after a server crash. However, you should make sure you know how to work with a MYSQL DUMP file because the software creates a MYSQL DUMP file and if you do not know how to work with this file or you do not know if your server supports MYSQL DUMPS or you do not know how to test to make sure the system backed up your data correct, you should not depend on this method and you should contact your hosting company to ask your hosting company about backups and not use this method. This method is for advanced users only and once you have a backup you must know how to test it to make sure it is a good backup.