Email-Marke
User Guide
Introduction
Use this document to help you step through using the The first screen that you will see will be something like this:
Note that, as this is a truly live application, some of the “Recent drafts” and maybe different, depending on who has been using this system.
Creating a New Campaign
In order to create and send an email campaign, you will have to (a) have content, (b) have a template into which you will add the content, and (c)
Over the next few page we will step you through instance, we will use sample information. starting from scratch with your own information.
1.
Using the Sample Campaigns
Our first example will be to use the sample cam that you should see:
Introduction
Use this document to help you step through using the Demonstration of Email-Marketing.ie. The first screen that you will see will be something like this:
Note that, as this is a truly live application, some of the “Recent drafts” and Recently sent reports” maybe different, depending on who has been using this system.
Creating a New Campaign
In order to create and send an email campaign, you will have to (a) have content, (b) have a template into which you will add the content, and (c) have a list of email addresses.
will step you through the process of sending a campaign
we will use sample information. In the second case, we then help you to send an email starting from scratch with your own information.
Using the Sample Campaigns
Our first example will be to use the sample campaigns supplied. The screen below is the first screen Marketing.ie.
Recently sent reports”
In order to create and send an email campaign, you will have to (a) have content, (b) have a have a list of email addresses.
sending a campaign. In the first help you to send an email
This provides us with an Overview of our recent email marketing activity. As you can see, we have a number of drafts (“Recent drafts”) and some campaigns that we have recently
(Recently sent campaign reports”).
Let’s start with a Recent Draft. Click on the first Recent Draft Level”. You should see the following screen:
This provides us with an Overview of our recent email marketing activity. As you can see, we have a number of drafts (“Recent drafts”) and some campaigns that we have recently sent to clients (Recently sent campaign reports”).
Let’s start with a Recent Draft. Click on the first Recent Draft – “Take Your Email Marketing to a New Level”. You should see the following screen:
This provides us with an Overview of our recent email marketing activity. As you can see, we have a sent to clients
This screen provides us with an overview of the cam New Level”.
From this screen, we can make changes to the campaign.
We can make changes to the campaign details (Campaign Name, Subject, From Name, Email Name and Reply-to Address) by clicking on this button:
We can make changes to how the campaign looks (i.e. the HTML and Text versions) by clicking on the following button:
But let’s get to that button in one minute. Before we do that, let’s have a look at how the campaign looks. To do this, simply click on Preview email link:
In this case, a new Window will open with the current campaign in it.
This screen provides us with an overview of the campaign called “Take Your Email Marketing to a
make changes to the campaign.
We can make changes to the campaign details (Campaign Name, Subject, From Name, Email Name to Address) by clicking on this button:
We can make changes to how the campaign looks (i.e. the HTML and Text versions) by clicking on
But let’s get to that button in one minute. Before we do that, let’s have a look at how the campaign n Preview email link:
In this case, a new Window will open with the current campaign in it.
paign called “Take Your Email Marketing to a
We can make changes to the campaign details (Campaign Name, Subject, From Name, Email Name
We can make changes to how the campaign looks (i.e. the HTML and Text versions) by clicking on
Let’s now say that we want to make changes to this campaign. to the Create/Send page. Click on “Edit my content”:
You will see the following page:
Let’s now say that we want to make changes to this campaign. Close this preview window, returning to the Create/Send page. Click on “Edit my content”:
There are number of ways in which we can edit this campaign:
Edit the content of the story
Click on the “pencil” icon (as indicated below):
This will open up the editing screen (below), which then allows you to update the
and the Image. This section also allows you to change the attributes of the content (bold, italics, text colour, etc) and also allows you to add links to the content of the story.
There are number of ways in which we can edit this campaign:
Edit the content of the story
Click on the “pencil” icon (as indicated below):
This will open up the editing screen (below), which then allows you to update the
and the Image. This section also allows you to change the attributes of the content (bold, italics, text colour, etc) and also allows you to add links to the content of the story.
This will open up the editing screen (below), which then allows you to update the Title, the Content and the Image. This section also allows you to change the attributes of the content (bold, italics,
Go ahead and make changes, saving as you go. You applied live as you make them.
As well as being able to make changes to the stories within the newsletter, you can also make changes to the
• Newsletter Title (in this case is called “Email Marketing News”, but ca Your Company Name)
• “Also this Month” section (
News”, “Alternative Items” or whatever is appropriate to your campaign) • “Try for Free” section (which also can be changed to
• “Enter you Title” (also changeable)
• Footer section (for the company name, phone number or whatever you choose) In fact, just about every section and part of the email campaign can be altered to suit your requirements.
Once you are happy with the edits that you have made to the c button (top right hand side of the screen):
This screen shows you what the email campaign will look like when it is send.
Go ahead and make changes, saving as you go. You will see that the changes that you make are
As well as being able to make changes to the stories within the newsletter, you can also make
Newsletter Title (in this case is called “Email Marketing News”, but can change this to be
“Also this Month” section (which can be renamed to have different titles such as “In Other News”, “Alternative Items” or whatever is appropriate to your campaign)
“Try for Free” section (which also can be changed to suit) “Enter you Title” (also changeable)
Footer section (for the company name, phone number or whatever you choose) In fact, just about every section and part of the email campaign can be altered to suit your
its that you have made to the campaign, click on the “Preview email top right hand side of the screen):
This screen shows you what the email campaign will look like when it is send.
that the changes that you make are
As well as being able to make changes to the stories within the newsletter, you can also make
n change this to be
which can be renamed to have different titles such as “In Other News”, “Alternative Items” or whatever is appropriate to your campaign)
Footer section (for the company name, phone number or whatever you choose) In fact, just about every section and part of the email campaign can be altered to suit your
If you want to continue editing the campaign, click the “Make continue. When you are happy with the campaig
button (top right):
The next screen allows you to pick the email list that this campaign is to be sent to (next screen)
In this example, we have already uploaded 2 lists into the system, called Irish Celebrities and Test List. If we want to add/update any of the lists on this page, simply click on the
tab (although, for this example, we will accept
We will come back later and have a closer look at the Manage Subscribers section.
Click Next. This takes you to a Campaign Summary page. If you are happy with the campaign, then click on the “Preview and Define Delivery” button.
The next page is allows you to send a test email before you send the real thing. This ia always a good idea as you now get to send your email to various email clients (such as Gmail, Outlook, Yahoo! Mail, Hotmail, etc)and therefore see the email as it will be viewed by the recipient.
Once you have sent your test email (which you can choose not to do) you will be asked to either schedule the campaign to be delivered at some time in the future or immediately.
Make your choice and send your email.
If you want to continue editing the campaign, click the “Make More Changes” button (top left) to continue. When you are happy with the campaign, simply click the “I’m done, define my recipients”
The next screen allows you to pick the email list that this campaign is to be sent to (next screen)
In this example, we have already uploaded 2 lists into the system, called Irish Celebrities and Test If we want to add/update any of the lists on this page, simply click on the “Manage Subscribers (although, for this example, we will accept that this is the correct list and send the campaign).
and have a closer look at the Manage Subscribers section.
Click Next. This takes you to a Campaign Summary page. If you are happy with the campaign, then ew and Define Delivery” button.
The next page is allows you to send a test email before you send the real thing. This ia always a good idea as you now get to send your email to various email clients (such as Gmail, Outlook, Yahoo!
therefore see the email as it will be viewed by the recipient.
Once you have sent your test email (which you can choose not to do) you will be asked to either schedule the campaign to be delivered at some time in the future or immediately.
e and send your email.
More Changes” button (top left) to efine my recipients”
The next screen allows you to pick the email list that this campaign is to be sent to (next screen)
In this example, we have already uploaded 2 lists into the system, called Irish Celebrities and Test “Manage Subscribers” that this is the correct list and send the campaign). and have a closer look at the Manage Subscribers section.
Click Next. This takes you to a Campaign Summary page. If you are happy with the campaign, then
The next page is allows you to send a test email before you send the real thing. This ia always a good idea as you now get to send your email to various email clients (such as Gmail, Outlook, Yahoo!
therefore see the email as it will be viewed by the recipient.
Once you have sent your test email (which you can choose not to do) you will be asked to either schedule the campaign to be delivered at some time in the future or immediately.
That’s it! You have sent the email!
2.
Starting from Scratch
Now that you have had a chance to use the sample content in the system, it is time to create your own campaign.
• Click on the Create/Send tab
• Click on the Create a New Campaign link
Step 1 - Define the campaign and sender
Complete all of the steps on this page, to include Campa From Email Address and Reply-to Email Address.
right of screen)
Step 2.1 – Select the format of your email
Simply choose to either send a HTML email or a text email (the system will automatically
text email alternative for all HTML emails). If you decide to choose a HTML email, then you need to choose a template (which will define the format/look and feel of the ema
the current templates is shown on this screen. own branding – simply contact us). When you (bottom right of screen).
Step 2.2 – Adding Content
Using the instructions in the previous section of
campaign content (i.e. click on the “pencil” icon to access and edit each of the editable regions As you enter the content, you will
“footer” sections, where appropriate. changes.
That’s it! You have sent the email!
Starting from Scratch
Now that you have had a chance to use the sample content in the system, it is time to create your
Click on the Create/Send tab
Campaign link
Define the campaign and sender
Complete all of the steps on this page, to include Campaign Name, Campaign Subject, From Name, to Email Address. Click on the Choose my Template button (bottom
Select the format of your email
o either send a HTML email or a text email (the system will automatically
text email alternative for all HTML emails). If you decide to choose a HTML email, then you need to which will define the format/look and feel of the email). A thumbnail of each of
is shown on this screen. (Note, we can create a template for you with your contact us). When you have chosen your template, click on Add my content
Adding Content
previous section of this document (starting on page 5)
on the “pencil” icon to access and edit each of the editable regions content, you will allowed to update “company name”, “other news” and the “footer” sections, where appropriate. Your campaign will be automatically saved as you make the Now that you have had a chance to use the sample content in the system, it is time to create your
ign Name, Campaign Subject, From Name, Click on the Choose my Template button (bottom
o either send a HTML email or a text email (the system will automatically create a text email alternative for all HTML emails). If you decide to choose a HTML email, then you need to
il). A thumbnail of each of , we can create a template for you with your have chosen your template, click on Add my content
this document (starting on page 5), enter the
on the “pencil” icon to access and edit each of the editable regions, etc). “company name”, “other news” and the
Remember, you can your keep, make further changes, view changes as often as you like – the system saves as you go!
At any stage during this process, you can preview your email by clicking on the button (top right),
returning to make more changes by clicking on the
Once you are happy with the changes that you have made to the campaign, click the “I’m done, define my recipients” button:
Step 3 – Who should the
In this step, you are asked to choose a list of the lists supplied on this page and click ne Of course, you may want to add your own list. Subscribers tab.
Click on the “add a new list” link.
make further changes, view them and then go back to make further the system saves as you go!
any stage during this process, you can preview your email by clicking on the “P
returning to make more changes by clicking on the “Go back” button.
Once you are happy with the changes that you have made to the campaign, click the “I’m done,
Who should the Campaign be Sent to?
hoose a list of contacts to which the campaign will be sent. e lists supplied on this page and click next.
may want to add your own list. To add your own email contacts, click on the Manage
nk. You will see the next screen:
them and then go back to make further
Preview email”
Once you are happy with the changes that you have made to the campaign, click the “I’m done,
will be sent. Pick one
Give your list a name. Choose whenther this list sh
opt-in means new subscribers are added to this list as soon as they complete the subscribe form. Double opt-in means a verification email with a confirmation link will be sent to the subscriber that they must click to validate their address before they're added to this list. This confirmation
required when you import your existing subscribers, only when new subscribers join via your subscribe form. For this example, we wo
You will then see the following screen:
Give your list a name. Choose whenther this list should be single or doublle opt-in. Note that means new subscribers are added to this list as soon as they complete the subscribe form.
means a verification email with a confirmation link will be sent to the subscriber that validate their address before they're added to this list. This confirmation
when you import your existing subscribers, only when new subscribers join via your For this example, we would suggest you choose the single opt-in
see the following screen:
in. Note that Single means new subscribers are added to this list as soon as they complete the subscribe form.
means a verification email with a confirmation link will be sent to the subscriber that validate their address before they're added to this list. This confirmation isn't when you import your existing subscribers, only when new subscribers join via your
There are threee ways to add your
1. One by one. Simply type in the email address onto the above page.
2. You can add multiple contacts by clicking
add contacts using this method, you will be asked recipients permission and then
3. Finally, you can import your subscribers from a comma, tab or semi Simply click this option on
Step 4 – Sending your Campaign
Once you have defines your recipients/subscribers, click on the
Choose the campaign that you were “Who should this campaign be sent to? your emails. Click next.
your email contacts
type in the email address along with their name. This multiple contacts by clicking “add more than one at a time” add contacts using this method, you will be asked to confirm that you have recipients permission and then simply add your list of contacts.
can import your subscribers from a comma, tab or semi-colon delimited text file on the above screen and follow the on-screen instructions
Campaign
Once you have defines your recipients/subscribers, click on the Create/Send tab
Choose the campaign that you were previously working on. You will then be returned to Who should this campaign be sent to?” page). Pick the subscriber list to which y
his is done directly ”. If you are going to that you have got the
colon delimited text file. screen instructions.
. You will then be returned to Step 3 (the to which you want to send
You will be presented with a Campaign Summary screen. order, click the “Preview and Define Delivery
Step 4.1 – Send yourself a t
It's always a good idea to send yourself a test before you deliver the real thing. following screen:
Simply enter the email address that the test email” button.
(Of course, you can choose to ignore this
Step 4.1 – Schedule the delivery of your campaign
Either way, the next screen allows you to campaign immediately or at some If you choose to send your campaign imm my campaign now” button:
a Campaign Summary screen. If you are satisfied that Preview and Define Delivery” button (bottom right).
Send yourself a test email
It's always a good idea to send yourself a test before you deliver the real thing. You will see the
Simply enter the email address that the test email is to be sent and click on the following
f course, you can choose to ignore this – in this case, click on “Skip the test email
Schedule the delivery of your campaign
the next screen allows you to schedule you campaign. You can choose or at some time in the future.
you choose to send your campaign immediately, simply enable this option and click on
If you are satisfied that everything is in
You will see the
following “Send the
Skip the test email” button).
choose to send you
Alternatively, if you choose to send your campaign at some later time, then the following time” option and click on the
Of course, if you choose to send cancel) the campaign at any time
That’s all there is to it! You have created your first customised email c content and your own email subscriber list.
If you have any queries regarding how support provided or email support at
Alternatively, if you choose to send your campaign at some later time, then choose the option and click on the “Schedule my campaign” button:
course, if you choose to send your campaign at some time in the future, you can at any time before the scheduled delivery time.
s all there is to it! You have created your first customised email campaign, using your own email subscriber list.
have any queries regarding how to use the system, please use the comprehensive or email support at [email protected]
choose the “Deliver at
your campaign at some time in the future, you can modify (or even
ampaign, using your own
