The eMail or eNewsletter, campaign mailing page is displayed and the
Schedule column contains a Schedule button for the mailing. If not,select Communications > eMail (or eNewsletter), highlight the cam-paign’s name from the list and select Manage.
1. Click Schedule, or (if modifying) the selected date.
2. For Mail Configuration, click Send HTML with alternate text (Recommended) or Send text only (Email without graphics and hyperlinks may not appear).
Note: When using Send HTML with alternate text, both the HTML and text versions will be sent. The E-mail recipient’s client server decides which version to show to the recipient, depending on the file format it can accept. Use Send text only if you want to send only one version of the content without graphics and hyperlinks.
3. For Send a Test Mailing, enter the destination mail address for the test mail. You may want to enter E-mail addresses for multiple E-E-mail applications to preview how the content will appear in each. For each test, an HTML and a text version is sent. If the You have No Send Test access rights message is displayed, skip this step and proceed to step 6.
4. Click Send Test. The campaign mailing page appears and the Schedule column contains the Schedule but-ton for the mailing.
5. Click Schedule after receiving and reviewing the test E-mails.
6. For Preview Content, click the sample E-mail image for HTML and Text to preview the E-mail that will be sent to recipients. If the You have No Approve access rights message is displayed, you do not need to per-form the remaining procedures. Instead, coordinate with the user responsible for approving E-mails to schedule the mailing.
7. Select the Approved check box for HTML and Text after you preview the test E-mails.
8. Click Next. The Schedule this Mailing page opens
9. For Schedule this Mailing, select the date and time to schedule the E-mail and click Submit, or click Send
Now if you want to send the E-mail immediately.
Note: When you schedule and send the E-mail it will be sent to all recipients in the receiver list. If you schedule the E-mail to be sent in the future, its status will be Scheduled in the campaign mailing list. You can change the E-mail receiver base and mail content at any time before sending the E-mail. After sending the E-mail, its status will change to Closed.
Tip: If you want the E-mail message to be read at a business location during work hours, send it Tuesday through Thursday.
10. If you want to be reminded to check the E-mail report for the mailing, then for Schedule a Reminder for this Mailing select the reminder date and click Add. You will receive an E-mail on the date you specify.
Note: Scheduling a reminder date will help you to remember to review the reports so you can determine whether to follow up with another E-mail.
} Create a split Email mailing
There are two split email mailing options:
l Split E-mail mailing with random distribution
l Split E-mail mailing with custom distribution
} Create a split E-mail mailing with random distribution
Use this procedure to create and send a split mailing with random distribution. You typically use this type of mailing for direct marketing. Sphere will randomly assign recipients to subgroups who will receive your E-mail content allowing you to view reports on the responsiveness of the different E-mail content to understand and compare the effectiveness of your messaging.
Prerequisites
l AnE-mail campaignoreNewsletter campaignis already created
l Source codes are created if you plan to use them
Starting
point:
You are logged into Sphere.
The eMail or eNewsletter page is displayed. If not, select Communications
> eMail (or eNewsletter)
1. Highlight the campaign’s name from the E-mail or eNewsletter campaign list and select Manage.
2. Click New.
3. In the New window, perform the following steps:
a. For Type, select Split Mailing with random distribution.
b. For Name, enter a name for the mailing.
c. For Source Code, enter a source code or click the search icon (the magnifying glass) to select a code.
d. For Description, enter a brief description.
Note: The search icon is only available when the E-mail campaign is not used to create an appeal with the Campaign Manager.
e. The Owner field shows the name of the user who is the owner of the mailing.
f. Select the Do not allow more than one email to be sent to the same email address in case of duplicates check box to suppress duplicates.
g. For Mailing Purpose, select the reason for the mailing. If you do not select a purpose, Sphere assigns the campaign purpose to the mailing.
h. Click Save. The mailing is added to the E-mail or eNewsletter campaign mailing list.
4. Click Receiver. The Advanced Search tool’s query window appears.
5. Create a base E-mail receiver listfor the new mailing.
6. Click Distribute.
7. In the Mailing Distribution window, perform the following steps:
a. For How many groups do you wish to distribute for this mailing, enter the number of groups you are creating.
b. For brief description, enter a brief description for the groups.
For example: If you wish to send two versions of your message so that you can report on the responsiveness of the different E-mail content to understand and compare the effectiveness of your messaging, you could describe the first group as Group A and the second as Group B. The descriptions appear as the names for the receiver lists and help you distinguish between the various distributions.
c. For % distribution, enter the percentage of recipients from the base E-mail receiver list you created in step 5 who will receive each message version.
For example: If you wish to send two versions of your message, you would specify two groups and send the first version to 50 percent of your receiver list and the second version to the remaining 50 percent.
d. Click Distribute.
The E-mail or eNewsletter campaign mailing list appears where the new distributions are listed in the Receivers column. You can preview the supporters associated with each group by clicking on the description of the distribution. The Mailing Name column lists the names of the new groups which include the name of the base mailing and a numeric value for each distribution. The Mailing Name column also displays the required items marking indicating which steps for the new mailings you must complete before they can be sent
8. Define contentfor each distribution group.
9. Test and schedulethe mailing for each distribution group.
10. View reportsto compare the effectiveness of each version of the mailing.
} Create a split E-mail mailing with custom distribution
Use this procedure to create and send a split E-mail mailing with custom distribution. You typically use this type of mailing when you want to provide a section of dynamic E-mail content to targeted recipients. This tool also facilitates collaboration with other users to create the dynamic content.
Prerequisites
l AnE-mail campaignoreNewsletter campaignis already created
l Source codes are created if you plan to use them
Starting
point:
You are logged into Sphere.
The eMail or eNewsletter page is displayed. If not, select Communications
> eMail (or eNewsletter).
1. Highlight the campaign’s name from the E-mail or eNewsletter campaign and select Manage.
2. Click New.
3. In the New Mailing window, perform the following steps:
a. For Type, select Split Mailing with custom distribution.
b. For Name, enter a name for the mailing.
c. For Source Code, enter a source code or click the search icon (magnifying glass) to select a code.
The search icon is only available when the E-mail campaign is not used to create an appeal with the Campaign Manager feature
d. For Description, enter a brief description.
e. The Owner field shows the name of the user who is the owner of this mailing.
f. Select the Do not allow more than one email to be sent to the same email address in case of duplicates check boxto suppress duplicates.
g. For Mailing Purpose, select the reason for the mailing. If you do not select a purpose, Sphere assigns the campaign purpose to the mailing.
h. Click Save. The mailing is added to the E-mail or eNewsletter campaign mailing list.
4. Click Receiver. The Advanced Search tool’s query window appears
5. Create a receiver list. You will create a base receiver list and then choose custom distribution lists for the split mailing.
6. Click Content Layout.
7. Create a content templateto use for each of the custom distributions. The template defines which fields can be edited in the custom distributions.
8. Create content for the custom distributionsby updating the template fields.
9. Submit content for approval.
10. Test and schedulethe mailing.
} Create a split E-mail mailing with custom distribution receiver list
Use this procedure to create receiver lists for a split mailing with custom distribution. First create a base receiver list, and then choose custom distribution lists for the split mailing.
Prerequisites
l AnE-mail campaignoreNewsletter campaignis already created
l Asplit E-mail mailing with custom distributionis already created
l Source codes are created if you plan to use them