Before Using Campaign Manager... 2 Account Sign-In... 3 Getting Started Wizard... 3

1.0 | USING THIS GUIDE ... 1

2.0 | GETTING STARTED ... 2

Before Using Campaign Manager ... 2

Account Sign-In ... 3

Getting Started Wizard ... 3

3.0 | ACCOUNT SETTINGS ... 4

Manage Company Profile Information ... 5

Manage Account Users ... 5

Create New Users ... 5

Remove Users ... 7

Change User Permissions ... 8

Change User Password ... 8

Edit User Information ... 9

Manage Suppression Lists ... 10

Email Addresses ... 10 Email Domains ... 11 Email Prefixes ... 12 4.0 | LIBRARY ... 13 Manage Templates ... 14 Manage Categories ... 14

Add a New Category ... 15

Add a New Template... 15

Create a Template ... 16

Import a Template ... 16

Manage Images ... 17

Contact Lists and List Members ... 20

Search Lists ... 21

Create a New Contact List ... 21

Rename a Contact List ... 22

Duplicate a Contact List ... 22

Add Contacts to an Existing List ... 23

Import Contacts Using a Third Party Software ... 25

Change the Language of a Contact List ... 25

Manage Subscriber Status ... 26

Unsubscribe or Remove Contacts ... 26

Export a Contact List ... 27

Manage List Structure ... 27

Manage Fields Within Lists ... 27

Add a New Field ... 28

Manage Groups ... 29

Create a New Group ... 29

Edit Groups... 31

Export Groups Based on Status ... 31

Manage Courtesy Emails ... 32

Change the Opt-in Option for a Contact List ... 32

Set Sender Name & Email Address ... 33

Manage Forms ... 34

Manage Redirections ... 35

A Campaign Defined ... 37

Create an Email Campaign ... 38

Create a Regular, Autoresponder, and Recurring Campaign... 38

Advanced Options (Tracking Tools and Social Media) ... 39

Testing a Campaign ... 42

Create an A/B Split Campaign ... 43

Advanced Options (Tracking Tools and Social Media) ... 44

Testing a Campaign ... 46

Suspend/Resume Delivery of a Campaign In Progress ... 47

Reschedule, Unschedule, or Modify a Scheduled Campaign ... 47

Duplicate or Delete a Campaign ... 48

Edit a Campaign ... 49

Add, Reposition, or Remove a Section ... 49

Edit Content ... 49

Insert an Image ... 50

Insert a QR Code ... 52

Insert a Google Map... 52

Insert Links ... 52

Insert Personalization Fields ... 53

Insert Fallback Fields ... 53

Insert Merge Fields ... 54

Customize the Colour Scheme ... 55

Edit Plain-Text Version ... 56

Enter Advanced Editing Mode ... 56

Perform Preliminary Campaign Tests ... 57

Revert to a Previous Version (Auto-Save) ... 57

Export a Campaign List ... 58

Manage Campaign Folders ... 58

Create a New Campaign Folder ... 58

Statistical Overview of Campaign Portfolio ... 61

Statistical Overview of Individual Campaign Performance ... 61

Detailed Campaign Reporting ... 62

View Campaign Snapshots ... 63

Campaign Heatmap (Click Activity) ... 63

View Detailed Statistics ... 64

8.0 | DASHBOARD………..….65

View Account Dashboard.……….…….65

9.0 | MARKETPLACE………..….…..66

Look for HELPFUL HINTS

and QUICK TIPS throughout the guide

1.0

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USING THIS GUIDE

Using This Guide

This Comprehensive User Manual is developed to seamlessly guide you through the functionality and toolset of Campaign Manager. You will learn, in great detail, such things as how to create and deliver effective email campaigns, create and manage contact lists, and best practices for segmenting and personalization. Both sequential in its flow, and searchable for users with specific questions, this guide is also divided into sections for ease of navigation:

Getting Started Account Settings Library

Contact List Management Campaign Creation

Detailed Reporting and Statistics Dashboard

Marketplace

Displayed on many of these section pages is a navigation bar – the highlighted tab corresponds with how to navigate through Campaign Manager, according to the respective section.

To execute a specific task within a respective section, follow the bolded words in sequence, to identify all necessary selections (or clicks).

Also at your disposal, are blue speech bubbles containing Helpful Hints and Quick Tips, placed throughout this guide in an attempt to improve the management and effectiveness of all your email marketing campaigns.

Lastly, should you require any assistance Upaknee’s Support Team

is always here to help. If you experience technical difficulties, or have questions or concerns, please submit a ticket to the support desk at http://support.upaknee.com.

HELPFUL HINT

Be careful when using email addresses from free email providers, such as Gmail or Hotmail, for your sending email address – Campaigns from these providers are more likely to be marked as spam and tend to

appear as less professional

2.0

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GETTING STARTED

Getting Started

Before Using Campaign Manager

You are well on your way to discovering the power of email marketing. This document will help guide you through the process of creating and delivering your email marketing campaigns. Before getting started, there a few things you will need – these are important steps that should not be skipped.

First, you need a contact list. This is a required step before you can create a campaign. An active contact list requires at least one valid email address in order to send a campaign. You can upload an existing contact list, or build one over time by doing such things as collecting new subscribers by integrating a sign‐up form into your website, or by inviting office visitors to sign-up for your newsletter at your reception desk.

As there are a number of regulations governing the use of email addresses, it is important to have obtained permission from your contacts before sending emails. In order to send campaigns you must have a valid email address. It is likely that your Internet Service Provider (ISP) has already provided you with this, or you may already have one through your corporate IT department or your website’s hosting provider.

Lastly, you will need content that you would like to incorporate into your campaign. You can add content during the campaign creation process, or you can gather content ahead of time. Content can be copied and pasted directly from Microsoft Word, or Dreamweaver code, into Campaign Manager’s editor.

IMPORTANT – BEFORE YOU START!

You need:

A Contact List

A valid sending email address

Content to use in your campaign

HELPFUL HINT

Access the Getting Started Wizard by logging into your account (if you are a first time user,

you will be automatically directed to the Wizard) or by selecting Dashboard from the

main toolbar of Campaign Manager

Account Sign-In

Sign-In to your Campaign Manager account at: http://cm3.upaknee.com/signin. Input your account credentials to login, and select

Sign-In. This requires a valid email and password, provided in a Welcome Email from Upaknee to your personal or company account upon registering and creating a Campaign Manager account, or provided by your local company account administrator.

If a user has forgotten their password, it can be retrieved using the Forgot Your Password? link on the Sign-In page.

Getting Started Wizard

Campaign Manager’s Getting Started Wizard is perfect for first time users. The Wizard seamlessly helps you create your first beautiful campaign in three easy steps:

(1) Upload your Logo (2) Generate a Contact List (3) Create your Campaign

Once you are familiar with Campaign Manager and no longer require the Wizard to get you started, simply select the red link located on the Wizard: Do

not show me this wizard again to remove the Wizard from your Dashboard temporarily. To remove the wizard permanently from your Dashboard, select the X located at the top right of the getting started wizard box.

3.0

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ACCOUNT SETTINGS

Account Settings

AT A GLANCE:

Manage your company profile

Create and manage users and permissions

Manage your Suppression List

DISCOVER:

Manage Company Profile Information Manage Account Users

Create New Users Remove Users

Change User Permissions Change User Password Edit User Information Manage Suppression Lists

Email Addresses Email Domains Email Prefixes

HELPFUL HINT

Keep your Company Profile current and accurate as this information is often linked to templates and

the automation of fields within your campaigns

Manage Company

Profile Information

To manage your company profile information, first select the Settings tab

from the main toolbar of Campaign Manager, which will redirect you to your Company Profile page, which is also accessible by selecting Company Profile from the left navigation pane.

All of the displayed fields are editable, and after you have made the desired changes, save these changes using the Save icon located at the bottom right of the screen.

Note: the website information you include will be the default link from your campaigns to your corporate or organization’s website.

Manage Account Users

Campaign Manager allows you to create multiple users on your account, of which you are able to set access privileges or permissions for each user.

Create New Users

To create a new user or multiple users, first select the Settings tab from the main toolbar of Campaign Manager. To change or add users, select Users from the left navigation pane. A list

Creating a new user is presented as a simple two-step process: (1) Inputting user information

(2) Setting user permissions

A form is displayed in which you are prompted to enter personal information for each new user you wish to create.

Note: First Name, Last Name, and Email Address are required; all other fields are optional.

Upon inputting the necessary information into the form, select Next to move to the second and

final step of creating a new user, User Permissions.

Should you choose to allow a user “View Only” permissions, they will be given access to information in either the Campaign or Contact List tabs, but not permitted to make any changes. Should you choose to allow a user “View and Manage” permissions, they will be given full

QUICK TIP: User Type Descriptions

Administrator – senior users who have full access to Campaign Manager (typically only one or two) Super User – users who have both View and Manage permissions in any Campaign Manager groups User – users who have only View access to either Campaigns or Contact Lists

An Administrator has the highest level of authority and has complete control to view and

manage all tabs and all functions within the Campaign Manager account.

Once the information and permissions for the new user have been entered, the process is completed and the user is added to the account by selecting Add User located at the bottom of the input form as shown on page 6.

Upon completing this process, an email is automatically sent to the added user, providing them with their new user name (email address provided) and a temporary password. Once logged into the new account, it is encouraged for the new user to change their password for greater protection, however it is not necessary. To change the user name and password, refer to “Change User Password” found on page 8 of this guide.

Remove Users

To remove a user, first select the Settings tab from the main toolbar of Campaign Manager, and then select Users from the left navigation pane.

A list of your current users is displayed. In order to remove/delete a user, locate the user by their name or by searching the list of users using the magnifying glass to open a search box. To suspend a user, click the do not enter icon to the right of the user’s name. You will be asked to confirm this action. Complete the suspension of this user by selecting Suspend.

To delete a user, click the garbage icon to the right of the user’s name. You will be asked to confirm this action. Complete the deletion of this user by selecting Delete.

QUICK TIP

To change the account password, hover over your profile name (top, right of the page) to display a pop-up menu, in which you can change

your password

Change User Permissions

To change a user’s permissions, first select the Settings tab from the main, upper navigation pane of Campaign Manager, and then select Users from the left navigation pane. A list of your current users is displayed. Locate the user, and then hover over the user’s name to prompt the drop-down menu to appear. From this drop-down menu, select Edit Permissions.

The user permissions screen will be displayed, in which the administrator can select the permission groups the user would like to add or remove by selecting the appropriate check boxes and radio buttons.

Complete this process by selecting Save, located at the bottom of the edit permissions form.

Change User Password

To change your password, first select the Settings tab from the main toolbar of Campaign Manager, and then select Users from the left navigation pane.

A list of your current users is displayed. Locate the user by their name or by searching the list of users using the magnifying glass to open a search box.

Hover over the user’s name to prompt the drop-down menu to appear. From this drop-down menu, choose Change Password. A change password input will appear, in which you are prompted to input your old password and new (desired) password.

Complete this process by selecting Save, located at the bottom, right of the input form.

Note: If you are an Administrator or Super-User changing a password for a user other than yourself

(under the user account which you are signed in as), you will only be prompted to enter and confirm the new password, and not asked for the current password.

Edit User Information

If you have multiple users on an account, it is advised to ensure personal information is current and accurate. To change user information, first select the Settings tab from the main toolbar of Campaign Manager, and then select Users from the left navigation pane.

A list of your current users is displayed. Locate the user by their name or by searching the list of users using the magnifying glass icon to open a search box. Hover over the user’s name to prompt the drop-down menu to appear, to

choose Edit Information. An edit-user input form is displayed, in which you can change user information according to the fields provided. Complete this process by selecting Save, at the bottom of the input form.

QUICK TIP

CSV (Comma-Separated Values) format is used to store tabular data in

which numbers and text are stored in plain-text form that can easily be

written and read in a text editor

Manage Suppression Lists

A Suppression List is a central list of email addresses (individuals), email domains (groups), or email prefixes (sales@, help@) designated to never receive emails. This includes those who have opted out of receiving emails, reported spam, or otherwise complained. There are three methods of suppressing users from further being contacted by Campaign Manager by: Email Addresses, Email Domains, and Email Prefixes. To avoid sending unwanted emails, all contact lists are checked against Suppression Lists prior to a campaign being delivered.

To access your Suppression List(s), first select the Settings tab from the main toolbar of Campaign Manager, and then select Suppression List from the left navigation pane.

Email Addresses

To add one, or a few, email addresses to the Suppression List, select Email Addresses from the left navigation pane. At the top of the screen, three available task buttons are displayed:

Selecting Add Email Address will display an input form. Simply enter the email address you wish to suppress and select Add.

To upload a list from a .CSV file, select Import Email Addresses to display a pop-up screen in which you can upload a file.

First, select the file you would like to upload from your PC or network. The next field designates whether the file is a comma, colon, or tab delimited file. Second, indicate whether the file includes a row of column titles. Once completed, select Next.

Lastly, specify which column contains email addresses (all other fields will be ignored for the Suppression List). Select Import to finalize the process and upload your file.

To export a list of all email addresses currently contained within the list, select Export to .CSV File and the download will begin automatically.

Email Domains

Suppress an entire group of email addresses, for instances such as an organization expressing disinterest in receiving messages from you; you can restrict the sending of emails to any addresses that belong to a particular domain. Select Email Domains from the left navigation pane. At the top of the screen, three available task buttons are displayed:

Selecting Add Email Domain will display an input form in which you can singularly add email domains to your Suppression List. Simply enter the email domain in the format “domain.cm” or “domain.ext” and select Add.

A more efficient method to add multiple domains to a list is to upload a .CSV file.

Select Import Email Domains to display a pop-up screen in which you can upload a file. First, select the file you would like to use from your PC or network. The next field designated whether the file is a comma, colon, or tab delimited file. Second, indicate whether the file includes a row of column titles. Once completed select Next to continue to the final step, Matching Fields.

Lastly, specify which column contains the email domains (all other fields will be ignored for your Suppression List). Once completed, select Import to finalize the process and upload your file.

Export a list of all email addresses currently contained within the list by selecting Export to .CSV File. Depending on the browser in use, a pop-up should appear prompting you to either

Email Prefixes

Suppressing generic email prefixes (sales@ or help@) is useful when sufficient knowledge of these prefixes supports your emails are not achieving any transaction because they are likely not received or read. To add a prefix group to your Suppression List, select Email Prefixes from the left navigation pane. At the top of the screen, three available task buttons are displayed:

Selecting Add Email Prefix will display an input form in which you can singularly add email prefixes to your Suppression List. Enter the email prefix in the format “prefix” without “@domain.com” and select Add.

If you have many email prefixes to add to the list, a more efficient method is to upload a list of prefixes from a .CSV file.

Select Import Email Prefixes to display a pop-up screen in which you can upload a file. First, select the file you would like to use from your PC or network. The next field designates whether the file is a comma, colon, or tab delimited file. Second, indicate whether the file includes a row of column titles. Once completed, select Next to continue to the final step: Match Fields.

Lastly, specify which column contains the email prefixes (all other fields will be ignored for your Suppression List). Once completed, select Import to finalize the process and upload your file.

Export a list of all email prefixes that are currently contained within the list by selecting Export to .CSV File. Depending on the browser in use, a pop-up should appear prompting you to either save or open the file.

4.0

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LIBRARY

AT A GLANCE:

Manage Template Library

Manage categories

Manage Image Library

DISCOVER:

Manage Templates

Manage Categories Add a New Category

Add a New Template

Create a Template Import a Template

Manage Images Add a New Image

Manage Templates

Campaign Manager allows you to create campaigns from scratch, while also offering a variety of pre-designed templates or standard templates. All templates can be stored indefinitely, and organized by establishing various categories for departments, groups, themes, and so forth. To manage existing templates that reside within the Template Library, select the Library tab from the main toolbar of Campaign Manager, to display all templates in the Template Library. Locate the template you wish to manage and select the Manage icon to the right of the respective template. Selecting the Manage icon will prompt a drop-down menu in which you can select Preview Template to see a full view of this template in a pop-up screen, or a browser.

Note: Templates that are pre-designed (by Upaknee’s designers) can only be previewed; the template itself cannot be edited or copied. Templates designed by users within an account can be previewed, renamed, edited, copied, and deleted by accessing the Manage button according to the respective template.

Manage Categories

Creating categories is an effective method of organizing your templates within your Template Library. To manage your categories, select Manage Categories from the left navigation pane. All current/existing categories are displayed. Using your mouse, hover over the name of the category you wish to manage. This will allow you to rename the category or delete it.

Add a New Category

To add a new category, first select

the Library tab from the main toolbar of Campaign Manager, and then select Manage Categories from the left navigation pane. To add a category, select Add Category located at the top, right of the page. An input form will appear, in which you can type the desired name of your category.

Simply click Save to create this category.

Add a New Template

Once you have created at least one category, you can create a new template.

First, select Template Library from the left navigation pane, and then select Add Template located at the top, right of the page. Selecting the Add Template icon will prompt a drop-down menu in which you are provided with two options:

Create Template – create a template from scratch using the WYSIWYG editor Import from ZIP File – import a template from your PC in a ZIP file format

Once you have selected the desired option, follow the task wizard to create and/or upload your new template into the Template Library.

Create a Template

Using the input form, first select which category the new template will belong to from the drop-down menu. Enter a name for the new template (either French or English as needed) and provide a brief description of the category.

Once completed, select Next.

Create the content for your new template. Paste content from Word or as plain-text, or write your content within Campaign Manager’s editor. Change colours, fonts, and sizes of text, and add tables, horizontal lines, and images as need. Also add a Google Map, QR code, links, and more. Simply hover over the different icons with your mouse to discover their purpose. Once you are completely satisfied with your template, select Add Template.

Import a Template

Using the input form, first select which category the new template will belong to from the drop-down. Enter a name for the new template (either French or English as needed) and provide a brief description of the category.

Once completed, select Next.

Select the ZIP file that contains the template you wish to upload. To upload the file and finalize the process, select Import Template.

Manage Images

To manage existing images that reside within the Image Library, first select the Library tab from the main toolbar of Campaign Manager, and then select Image Library from the left navigation pane.

Upon locating the image you wish to manage, right-click the image in order to view, download, resize, rename, or delete the image. There are no limits to the number of images you can upload or store within the Image Library.

It is also possible to manage your images from within the Campaign Creation process, which accesses the same Image

Manager. Refer to “Create an Email Campaign” found on page 38 of this guide.

Manage and organize the images within your Image Library by altering the settings to the layout that best suits your needs. Select Image Library from the left navigation pane, and select Settings located on the image toolbar:

Add a New Image

Upload your images to our image hosting service for quick access. First, select the Library tab from the main toolbar of Campaign Manager, and then select Image Library from the left navigation pane.

To upload an image, simply select the Upload icon from the image toolbar.

Select Chose File to choose the image file you would like to upload, and then select Upload Selected File.

You can upload files to either the Image Folder or the Files Folder within you Image Library. Please note that you can only upload one file at a time, and the

maximum dimension for images is 1600px (width) x 2000px (height) – files should not exceed 2MB.

Types of files accepted in the Image Folder include:

 bmp  gif  jpeg  jpg  png

Type of files accepted in the Files Folder include:

 7z  aiff  asf  avi  bmp  Csv

 doc  docx  fla  fly  gif  gz

 gzip  jpeg  jpg  mid  mov  mp3

 mp4  mpc  mpeg  mpg  ods  odt

 pdf  png  ppt  pptx  pxd  qt

 rar  rm  rmi  rmvb  rtf  sdc

 sitd  swf  sxc  sxw  tar  tgz

 tif  tiff  txt  vsd  wav  wma

 wmv  xls  xlsx  zip

Once uploaded and in your Image Library, right-click the image to resize (adjust height or width) or rename the image.

Navigate this section using the Contact Lists tab

5.0

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CONTACT LIST MANAGEMENT

Contacts

AT A GLANCE:

Create and manage contact lists

Add or remove subscribers

Create and manage groups

DISCOVER:

Contact Lists and List Members

Search Lists

Create a New Contact List

Rename a Contact List, Duplicate a Contact List

Add Contacts to an Existing List

Import Contacts Using a Third Party Software

Change the Language of a Contact List Manage Subscriber Status

Unsubscribe or Remove Contacts

Export a Contact List Manage List Structure

Manage Fields Within Lists, Add a New Field

Manage Groups

Create a New Group, Edit Groups Export Groups Based on Status

Manage Courtesy Emails

Change the Opt-in Option for a Contact List Set Sender Name & Email Address

Manage Forms

Manage Redirections

HELPFUL HINT

If you have not yet created a Contact List, you must do so

before being able to add contacts or subscribers

Contact Lists and List Members

A Contact List is a collection of subscribers, which we refer to as Lists. Users may create multiple contact lists in order to effectively target subscribers with different preferences or interests.

To view your Contact Lists, select Contact Lists from the main

toolbar of Campaign Manager. Displayed is a statistical overview of all Contact Lists including: the number of active lists and subscribers, the number of emails sent, and average engagement (quality of your relationships).

Below these statistics is a list of all current/existing Contact Lists. The list summary or list settings for a given Contact List are accessible by selecting the name respective Contact List you would like to view. Within this Contact List, using the let navigation pane, you can:

Add contacts

Manage subscribers Export all contacts as CSV Manage list structure Manage groups Manage emails Manage forms Delete contact list

A List Member (subscriber) is uniquely identified by their email address and may include an unlimited amount of fields containing demographic information, such as first and last name. An individual email address may only be included upon being added to a Contact List; however, an individual email address may be included in an unlimited number of Contact Lists.

Campaign Manager automatically maintains your Contact List by managing all subscribes and unsubscribes.

Search Lists

To search for a specific Contact List, select Contact Lists from the main toolbar of Campaign Manager to display a list of all existing Contact Lists. Here you will find a search box where you can enter search words.

To search for a specific List Member, select Contact Lists from the main toolbar of Campaign Manager, and select the Contact List you would like to search within. Select Manage Subscribers from the left navigation pane. Select the magnifying glass located at the top right of the List, to prompt a textbox in order to perform a search.

Create a New Contact List

Campaign Manager provides you with the ability to create an unlimited number of Lists in order to support effective segmentation and targeting, an effective List Management tool used to better understand List Members, their preferences, and behaviours.

Before you can add subscribers, you must create a new list. Select Contact Lists from the main toolbar of Campaign Manager, and then select Create a Contact List from the left navigation pane.

This will prompt an input form, in which you will enter a name for the new Contact List, as well as a “from” name and email. To complete this process, select Create.

Next, you will need to add contacts to your new list (refer to “Add Contacts to an Existing List” found on page 23 of this guide) or you can create a form on your website to collect email addresses (refer to “Manage Forms” found on page 34 of

Rename a Contact List

Campaign Manager allows you to rename a Contact List at any time. Select Contact Lists from the main toolbar. Locate the Contact List you wish to change the name of and simply select the Rename link directly below the existing name.

In the input form, enter the new name of the Contact List and select Rename.

Duplicate a Contact List

Duplicating a Contact List is useful when a list has personalized fields and groups you wish to re-create. To duplicate a Contact List, select Contact Lists from the main toolbar. Locate the Contact List you wish to duplicate and simply select the Duplicate link directly below the name.

In the input form,enter a new namefor the Contact List and select Duplicate.

The new list will appear under your active Contact Lists in which you can begin adding subscribers.

Remember, the data from the original list will not be duplicated (ie. Subscribers), only the structure of the list will be duplicated (ie. Fields).

QUICK TIP

You can also import contacts using third party software (refer to “Import Contacts

Using a Third Party Software”

on page 25 of this guide)

Add Contacts to an Existing List

Once you have created a new Contact List, you will be prompted to add contacts to your list. This option is also accessible by first selecting Contact Lists from the main toolbar. Select the Contact List name of which you would like to add contacts, and then select Add Contacts from the left navigation pane.

Step 1: Select Source

You must acknowledge that you have obtained explicit consent to add these recipients to your Contact List. If you adhere to this policy and comply, mark the checkbox and select Next Step.

Note: Even if you are using permission-based lists, Upaknee reserves the rights to take action if you generate an unusual number of spam complaints – ranging from a warning to the suspension/cancellation of your account. Please call us if you

have any questions.

Step 2: Select Your Data

Specify how you would prefer to add contacts to your list, choosing one of the three available options from the navigation pane:

(1) Import from CSV File: Selecting From a CSV File will prompt you to choose a file to upload. Select Choose File to locate the proper CSV file, and then select Add to import the list.

(2) Add a Single Contact: Selecting Add a Single Contact will prompt an input form. Simply enter the appropriate data in all the necessary fields, and select Add to complete this process.

(3) Import from Google Docs: Google Docs allows you to store data for free; import a list by selecting Link your account with Google Spreadsheet.

(4) Import from Google Contacts: Google Contacts allows you to manage your contacts and is available in its free email service Gmail. Import a list by selecting Import data from Google Contacts.

(5) Import from Plaxo: Plaxo is an online address book and social networking service. Simply enter your email address and password and select Get data from Plaxo.

(6) Import from Excel File: Selecting Excel will prompt you to choose a file to upload. Select Choose File to locate the Excel file you wish to upload, and select Add to import the list.

Step 3: Match Fields

If you selected From CSV File or Excel in Step 2, the final step in adding your contacts is to match the fields.

Campaign Manager will identify the fields within the CSV or Excel file. Specify which fields you would like to import.

Specify Don’t Keep or Keep using the appropriate radio buttons. If you would like Campaign Manager to keep a field (other than email address) select Give the field a name from the drop-down and enter a new name for the field in the text box.

Once completed, select Add to begin importing the list.

Campaign Manager will keep you updated on the progress of your import in real-time (please be patient if you are attempting to import a very large file).

QUICK TIP

First install the add-on from your Marketplace, then the option will be available to you for importing contacts (if you do not see these

add-ons in your Marketplace, please contact us)

Import Contacts Using a Third Party Software

Campaign Manager allows you to add contacts using third party software (all third party add-ons are available under your Marketplace – refer to “Manage Account Modules” on page 66 of this guide).

Available third party add-ons include: Eventbrite Facebook Formstack Freshbooks Google Analytics Google Contacts Highrise Plaxo Salesforce Spam Assassin Survey Gizmo Wufoo

Wufoo Webhook Sync Zendesk

To upload contacts through any of these third-party sites, you may be asked to enter an API, Token, or username and password - you will have to gather this information from the provider.

Change the Language of a Contact List

Campaign Manager allows you to set different language controls for each Contact List. This setting controls which language the following messages/links appear in your email: subscribe, unsubscribe, view email in a browser, and forward to a friend.

To set or change the language of a Contact List, select Contact List from the main toolbar of Campaign Manager. Locate and select the Contact List name you wish to change the language for.

Simply select the Change link located under the name of the Contact List. Choose a language from the options provided in the drop-down then select Change to save.

HELPFUL HINT

Make it easy for users to unsubscribe; If subscribers are receiving what they

consider spam and are unable to unsubscribe, the ISP will determine your domain and sending addresses

can become blacklisted

Manage Subscriber Status

To view List Member statuses, select Contact Lists from the main toolbar of Campaign Manager to display all current/existing Contact Lists in an account. Select the Contact List name of which you wish to view summary information for. Select Manage Subscribers from the left navigation pane.

A List Member may have one of the following statuses:

Invalid – members that have an invalid email address either through hard bounces (permanent failures) or soft bounces (temporary failures)

Unsubscribed – members that have requested to be removed from Lists, either remove themselves or can be removed manually by an account user

Pending – member profiled that have been added to the list but are still required to confirm their subscriptions through the double-opt in process

While viewing your subscriber’s statuses, you can further manage your Contact Lists and List Members by unsubscribing or removing contacts from your lists manually, from this screen.

Unsubscribe or Remove Contacts

To manually unsubscribe a contact(s), select Unsubscribe Contacts from the left navigation pane. In the textbox provided, enter the email address(es) of contacts you wish to manually unsubscribe. Select Unsubscribe to complete the process.

To manually remove a contact(s), select Remove Contacts from the left navigation pane. In the textbox provided, enter the email address(es) of the contacts you wish to manually remove. Select Remove to complete the process.

HELPFUL HINT

Strategize how you want to use subscriber data beforehand as it is much easier to begin collecting the

necessary data from the start

QUICK TIP

Partial lists with campaign statistics (opens, clicks, etc.) can be exported as CSV: select Campaigns from the

main menu, then in the left navigation pane select Export

Campaign List to CSV

Note: If you are not already viewing the “Manage Subscribers” screen, first select Contact Lists from the main toolbar of Campaign Manager. A list of your current/existing Contact Lists is displayed – select the desired list of which you would like to unsubscribe a contact from. Select Manage Subscribers from the left navigation pane and continue following the steps outlined above.

Export a Contact List

A Contact List and all its corresponding field values can be exported to a .CSV file. Select Contact Lists from the main toolbar of Campaign Manager to display a list of all existing Contact Lists. Locate the List you wish to export and simply select the Export as CSV link and the download will begin automatically.

You can also perform this same operation if you already viewing a specific Contact List (select Contact Lists from the main toolbar, and then select the Contact List name you wish to view), simply by selecting Export all Contacts as CSV on the left navigation pane, and the download will automatically begin.

Manage List Structure

Manage Fields Within Lists

Managing your Lists and subscriber data is critical especially for applying segmentation and targeting practices.

A Field is an attribute that contains demographic information regarding each List Member. Popular Contact List Fields include:

First_Name Last_Name Address Gender Birthday Company Registration_Date

Fields may be in text format (up to 255 characters), number format (whole numbers, negative or positive), or date format (YYYY-MM-DD). The default data value of date is the current date, upon List Member creation.

Fields are primarily defined during the creation of a Contact List – for detailed instructions on how to create a Contact List by uploading a file, refer to “Create a New Contact List” found on page 21 of this guide.

To manage the fields within your lists, first select Contact Lists from the main toolbar of Campaign Manager to display a list of all current Contact Lists, and then select the name of the Contact List you wish to manage. Select Manage List Structure from the left navigation pane. A list of all the current fields within this List are displayed, along with the name and type of field. You will notice three default fields: Contact ID, Email, and Sign Up Date. These fields cannot be removed or edited as they are used by Campaign Manager to track subscriber information.

To delete a custom field, simply select the Delete link under the field name that you wish to delete. This is a permanent operation! Campaign Manager will ask you to confirm your decision.

Add a New Field

To add a new field, simply select the Add New Field icon from the left navigation pane. This will prompt an input form in which you are required to enter the name of the new field. Then, from the drop-down, select the field type:

Text (names and other text information) Number (phone numbers, age, etc.) Date (birthday, anniversary, etc.) To complete this transaction, select Create.

Manage Groups

Segmentation is the process of dividing a Contact List into sub-lists (groups), an important tactic used to ensure you are sending relevant messages to each subscriber. The more information you know about subscriber preferences, interests, and behaviours, the more relevant the messages, and effective segmentation and targeting can be implemented.

Create a New Group

To create a group, first select Contact Lists from the main toolbar. Choose the Contact List that you would like to add a group to. Select Manage Groups on the left navigation pane.

Select Create a Group from the left navigation pane, or if you have yet to create a group for a particular Contact List, you can also select Create a Group from Campaign Manager’s prompt: “Let’s create your first group.”

Campaign Manager allows you to create intelligent groups using many different parameters. This is accomplished through the use of rules and criteria.

First, give your new group a name, and then designate whether the segment must match all the criteria or any of the criteria you will soon specify, using the appropriate radio button. You can then configure your criteria using the identified logic rule (all or any of these criteria). In order to create a rule, you need to establish specific criteria. Groups can be defined using any criteria within the Contact List Fields, and can also be defined using information regarding Actions or No Actions Taken.

The – Select – box contains a drop-down menu of the available criteria (fields, action, no action) relative to the Contact List. Selecting the criteria will prompt another box with a drop-down menu in which you can choose how you wish to define your criteria (refer to table below).

*these are examples; actual criteria available for creating groups is determined by the information you currently gather from your Contact List members.

This will also prompt a text box in which to specify the exact criteria:

Criteria

Example*

Define Rules

Fields Contact ID

Registration Date

Equal to; Not equal to; Less than; Greater than; Less than or equal to; Greater than or equal to Email Date of Birth First Name Last Name Matches; Contains;

Does not match; Does not contain

Actions Was sent

Has opened Clicked on link

Clicked on any link from

(Select a delivered campaign from the drop-down)

No Actions Taken Did not receive

Did not open

Did not click on a link

Did not click on any link from

(Select a delivered campaign from the drop-down)

There is no limit to the number of rules or criteria for rules you can create for each group. To add a rule, simply select the Add a New Rule link below the last specified rule. To add criteria to a rule, simply select the Add Criteria link within the respective specified rule.

You can also delete rules or criteria as necessary by simply selecting the Delete link relevant to the rule or criteria you wish to delete. To complete this process, select Save Group in the bottom right corner.

Edit Groups

To edit your groups within a Contact List, first select Contact Lists from the main toolbar. Select the name of the Contact List you wish to edit, and then select Manage Groups on the left navigation pane. All groups within the selected Contact List are displayed.

To edit criteria/rules, delete, or rename the group, select the name of the group you wish to edit. Displayed is a summary of this group including subscribers and subscriber statuses.

Select Edit this Group from the left navigation pane to edit the name, or rules/criteria. Select Delete this Group from the left navigation pane to remove this group permanently.

You can also access these same features by selecting Manage Groups (within a Contact List), and then select the Edit group name and rules link found below the group name you wish to edit.

Export Groups Based on Status

Campaign Manager allows you to export contacts from groups based on their status. To export groups to CSV, select Contact Lists from the main toolbar. Select the name of the Contact List you would like to edit, and then select Manage Groups on the left navigation pane.

Select the group you would like to export contacts from. Using the Export drop-down, choose which contacts you would like to export (active, invalid, or unsubscribed), and your download will start automatically.

QUICK TIP

Confirming new subscribers is an email marketing best practice, which greatly improves deliverability and ensures all

email addresses are valid

Manage Courtesy Emails

As part of the Campaign Manager platform, you have the ability to send courtesy emails, triggered against a new subscription. Courtesy emails are interactive, automated, optional, and fully customizable. The Confirmed Opt-in Email is automatically sent to subscribers upon subscribing to a

Double Opt-in Contact List, to confirm their request to subscribe. The Welcome Email is automatically sent to a new subscriber upon joining a Contact List/subscribing to a newsletter.

To access courtesy emails, first select Contact Lists from the main toolbar, and then select the Contact List you wish to view these courtesy emails for. Select Manage Emails from the left navigation pane in order to display a list of the courtesy emails.

For each available courtesy email, you can:

Preview email – select the Preview (HTML) or Preview (Text) links to view email Edit email – select the Edit Email link for complete customization (using editor) Test email – select the Send Test Email link to enter an email address

Activate/Deactivate email – select the Activate or Deactivate link

Change the Opt-in Option for a Contact List

You may change the opt-in options for your list at any time. By default, all lists are set as double opt-in. This means that an email is automatically sent to the subscriber to confirm the new subscription. This helps to confirm the email is valid, and the best Contact Lists are those filled with recipient's who have explicitly opted-in to receive your mailings, thus, it is recommended to keep the default option as a double opt-in list.

To change the opt-in options, select Contact Lists from the main toolbar, then select the name of the Contact List you wish to change these options for. Select Manage Emails from the left navigation pane. Locate the "Subscription Confirmation Email."

If this email has a deactivate link, it is active (this list is currently set to double opt-in). If this email has an activate link, it is not active (this list is currently set to single opt-in). Change the option accordingly by selecting either the activate or deactivate link.

Set Sender Name & Email Address

The Default Sender is the ‘from’ name and email address assigned for email campaigns, seen by email recipients of a Contact List. Through the use of Campaign Manager, all emails are sent from this sender (one email address and one name). Although this information is initially entered during the Contact List creation process, it can be changed at any time.

To change the Default Sender name and/or email address, first select Contact Lists from the main, upper navigation pane of Campaign Manager, and then select the specific Contact List for which you would like to change the Default Sender.

Select Manage Emails from the left navigation pane. Select Set Sender Name and Email Address from the left navigation pane.

This will prompt an input form, in which you are required to enter the new sender name and sender email address. To complete this process, select Save.

By saving this change, this name and email address will be applied to all future campaigns (for the specific Contact List you have changed the default for).

Manage Forms

Campaign Manager allows you to add a Subscription Form and Unsubscription Form to your website, and also a Facebook Sign-up Form to your Facebook page.

To access, manage, and use these forms, select Contact Lists from the main toolbar. Select the name of the Contact List you wish to manage these forms for. Select Manage Forms from the left navigation pane, to view the forms. Select the Grab HTML Code link to retrieve the code for the selected form, which you can then copy and paste to add the form to your website or Facebook page.

Select the Instructions link under the Facebook Sign-up Form to receive installation instructions for this form in four easy steps.

Manage Redirections

It is important to manage the redirections of your forms, that is, managing the URLs users are sent to when they subscribe or unsubscribe to your mailing list.

Select Manage Redirections from the navigation pane of the Manage Forms screen and simply set a default page or copy the appropriate URL into the textbox provided.

Delete a Contact List

To delete a Contact List, first select Contact Lists from the main, upper navigation pane of Campaign Manager, and then select the specific Contact List for which you would like to delete. Select Delete on the let navigation pane. Campaign Manager will ask you to verify the decision to delete this Contact List as this is a permanent operation.

Selecting No regrets – I want to delete this contact list will permanently remove this Contact List and all subsequent contacts within it.

AT A GLANCE:

Create and edit a campaign

Personalize campaigns

Test campaigns

DISCOVER:

A Campaign Defined Create an Email Campaign

Regular, Autoresponder, Recurring, and A/B Split Campaign Advanced Options and Campaign Testing

Suspend/Resume Delivery of a Campaign in Progress Reschedule, Unschedule, or Modify a Scheduled Campaign Duplicate or Delete a Campaign

Edit a Campaign

Add, Reposition, or Remove a Section

Edit Content, Insert an Image, QR Code, Map, Links Insert Personalization Fields, Fallback Fields, Merge Fields Customize the Colour Scheme

Edit Plain-Text Version, Enter Advanced Editing Mode Perform Preliminary Campaign Tests

Revert to a Previous Version (Auto-Save)

Export a Campaign List, Manage Campaign Folders Archive a Campaign

6.0

|

CAMPAIGN CREATION

Campaign Creation

A Campaign Defined

An email campaign is sent to recipients who have opted-in, and is aimed at reaching a specific goal, such as: a monthly newsletter, selling a product, promoting an event, providing promotions or discounted offers… the possibilities are endless.

Campaigns may have one of the following statuses:

Draft – The campaign creation process has been initiated and is in the process of being delivered. Scheduled – The campaign creation process has been completed and is set to be delivered at the prescheduled time (select ‘unschedule’ found within a particular campaign to stop delivery).

In Progress – The campaign is in the process of being delivered by Campaign Manager.

Delivered – The campaign has been delivered to the subscriber list (you can view reports and statistics once your campaign has been delivered).

Archived – Campaigns older than 6 months are automatically archived in order to improve system performance. While this information is not available in the application itself, it is available by downloading the campaign data as a .csv file.

There are four types of Campaigns you can create: Regular Campaign

Most common campaign which is delivered only once, immediately or scheduled for future deployment.

Autoresponder Campaign

Triggered by a specific event, deployed upon a new subscriber joining a mailing list, or an annual date such as a subscriber’s birthday.

Recurring Campaign

Fully automated, developed, and scheduled for deployment at a desired interval, such as a specific time during the day, week, or month.

A/B Split Campaign

Used to test various components of your message such as the subject line, sender name/address, and content, to enhance effectiveness of your messages.

QUCIK TIP

If you wish to return to a previous step at any time, simply use the Campaign Creation (steps) toolbar:

Create an Email Campaign

You have set up your company profile, added users, managed your contacts and now you are ready to create a new email campaign. First, select Campaigns from the main toolbar of Campaign Manager.

A list of all current and existing campaigns are displayed. Select Create a Campaign from the left navigation pane, and then choose which type of Campaign you would like to create.

Creating a Regular, Autoresponder, or Recurring Campaign follows the same four steps, in which case we will detail these instructions once. Creating an A/B Split Campaign requires one further step, which we will detail these instructions separate from the other three types.

Create a Regular, Autoresponder, and Recurring Campaign

Step 1: Name and Contact Lists

Name your Campaign for future reference (for internal purposes only; your subscribers will not see this) using the textbox provided. Choose which Contact List you would like this Campaign to be delivered to by selecting the appropriate radio button.

Step 2: Campaign Details

In the first textbox, enter the subject line of your Campaign which will be viewable by all recipients.

In the second and third textbox, enter the from name and email address (sender name and email) of your Campaign. This will be viewable in all email clients – ensure that this name is recognizable to increase open rates.

In the fourth textbox, enter a reply email address (if different from sender email), and all replies will be sent to this email address.

Select any necessary Advanced Options (refer to section below) to apply to your Campaign by placing a checkmark in the appropriate boxes, and then select Next Step.

Advanced Options (Tracking Tools and Social Media)

Advanced options are located below the Campaign Information textboxes in Step 2.

Should you wish to not track your campaigns (not recommended), you have the ability to disable tracking (place a checkmark in the checkbox of items you wish to disable) and choose specifically what you do not want to track – HTML clicks, Plain Text clicks, and/or opens.

Also, if you are using an analytics tool such as Google Analytics, Webtrends or SiteCatalyst on your website, you can choose to apply additional tracking tools to track the traffic generated by your Campaign, linking back to your website (if this is of interest to you place a checkmark in the relevant checkbox). It is also possible to use custom analytics code through this same process. You can also insert a Social Media toolbar into your Campaign which allows recipients to forward or share this Campaign with their friend’s via social networks such as Facebook and Twitter.

QUICK TIP

For detailed editing

instructions, refer to

“Edit a Campaign”

found on page 49 of this guide

Step 3: Visual/Content

Choose a template for your Campaign. Use a default template, or use a template from your Library, both of which you can browse by category, or start with a blank layout. To upload a new template, refer to “Add a New Template” found on page 15 of this guide.

Click on the template’s icon to preview it as a larger image, or to select it for use. By selecting a template to use for your Campaign, you are prompted to customize your campaign and add your desired content using Campaign Manager’s Editor.

Once you are completely satisfied with your Campaign, select Preview and Schedule in the top right corner. You can choose a recipient from the drop-down in order to preview your Campaign exactly as your recipients will view it.

If you wish to return to the editor, select Go Back to the Editor in the top left corner. If you are ready to send your Campaign, select Schedule and Send in the top right corner and you will be directed to the final step of creating your Campaign.

Step 4: Summary

Campaign Manager provides you with an overview of your Campaign before delivering it to your recipients. Verify the sender’s name/address, subject line, and recipients (Contact List), and tell Campaign Manager when you want your Campaign to be delivered.

Regular Campaigns – these campaigns are sent only once, in which you can schedule immediate delivery or delivery at a later date by selecting the appropriate radio button, and identifying a specific date and time for delivery.

Autoresponders – set a trigger to deliver your Campaign (upon a new subscription, or annually on a subscriber’s registration date). Specify when you would like this campaign to be delivered by selecting the appropriate radio button – choose either Right after sign-up or Every year and specify the desired date and/or time.

Recurring – set a weekly or monthly date and time to deliver your recurring Campaign, which will automatically deploy itself according to the specified date and time until it reaches the ‘stop’ date. Select delivery for every week or every month, select which day it will repeatedly be delivered on, select the start and stop date of delivery, and finally, select the time of delivery.

Note: Upon sending your campaign immediately, you are redirected to the Campaign detail view in which you can monitor the delivery progress of your campaign. At this time you have the option to suspend the delivery (refer to “Suspend/Resume the Delivery of a

Campaign In Progress” found on page 47 of this guide). Upon scheduling your campaign for

a later date, you are also redirected to the Campaign detail view. From this view, you have the option or rescheduling, unscheduling, or modifying the campaign (refer to “Reschedule,

Unschedule, or Modify a Scheduled Campaign” found on page 47 of this guide).

Testing a Campaign

Testing your Campaign is an important precaution to take, especially if using a new template. Campaign Manager allows you to perform preview tests, Spam tests, and Litmus tests prior to sending your Campaigns, during the process of creating a Campaign (specifically during the

summary stage of Campaign creation OR during editing).

To perform a design test or Spam test, select

Test Design & Spam with Litmus. Litmus

tests are an Add-on (module) that allow you to visually test your Campaign in all major email clients. Litmus also allows you to test your Campaign against all major Spam traps to prevent being tagged as Spam.

Select Run a New Test in the right hand

corner. Campaign Manager will tell you a new test has been run successfully, and your results will be displayed (the goal is to ensure your Campaign has a spam score below 5.0). If you have already run a test and wish to

check the results, select Test Design &

Spam with Litmus and you will see a list of all past tests and results.

*Litmus Testing is an add-on module, which can be purchased and installed within Marketplace (see page 53).

To preview a Campaign by sending a

test, select Send Test Email. Campaign

Manager will send your Campaign as a test to a designated email address(es) which you will provide. This will allow you to view the Campaign exactly how your recipients will view it.

Enter the email address you would like to send a test Campaign to and select

Add Recipient. After you have added

all desired recipients, select Send Test

to complete the process.

Note: Another form of testing is against W3C

(http://validator.w3.org/). You can certify your

website by adhering to standard industry practices.

HELPFUL HNT

Try using different subject lines or sender

names for A and B groups to test the effectiveness of each

Create an A/B Split Campaign

Apart from creating a Regular, Autoresponder, or Recurring Campaign, you can also create an A/B Split Campaign. This campaign is used to test various components of your message (subject line, from name/email address, content) to test the effectiveness of your messages. An A/B Split Campaign sends two variations of a Campaign, one to group A and one to group B – the Campaign that receives the most engagement or interaction (clicks, opens, etc.) is considered to be the winning Campaign, and will be sent to the remaining recipients.

To create an A/B Split Campaign, first select Campaigns from the main toolbar of Campaign Manager, and then select Create a Campaign icon located next to A/B Split Campaign.

Step 1: Name and Contact List

Name your Campaign for future reference (for internal purposes only; your subscribers will not see this). Select which Contact List you would like this Campaign to be delivered to by selecting the appropriate radio button then select Next Step.

Step 2: Campaign Details

Enter the Campaign details for both groups, A and B. In the first textbox, enter the subject line of your Campaign which will be viewable by all recipients.

In the second and third textboxes, enter the from name and email address (sender) of your Campaign which will be

viewable in all email clients – ensure that this name is recognizable to increase open rates. In the four textbox, enter a reply email address in which all Campaign replies will be sent. Select any Advanced Options

(refer to section below) you would like to apply to your Campaign by placing a

checkmark in the

appropriate boxes. Once complete, select Next Step.

Step 3: A/B Split Settings

First, specify which percentage of the Contact List you would like to test by adjusting the grey slider (move left for a smaller test percentage, move right for a larger test percentage). Second, specify the winning condition.

The winning Campaign will be delivered to the remaining recipients. Identify the “winning condition,” either highest click-rate or highest open-rate by selecting the appropriate radio button.

Third, specify how long you would like the test to run before Campaign Manager decides the winning version. Select a time frame between 1 – 30 hours or 1 – 30 days (we recommend setting this value to 6 hours). Once complete, select Next Step.

Step 4: Visual/Content

Choose a template for your Campaign. Use a default template, or use a template from your Library, both of which you can browse by category, or start with a blank template. To upload a new template, refer to “Add a New Template” found on page 15 of this guide.

Advanced Options (Tracking Tools and Social Media)

Advanced options are located below the Campaign Information textboxes in Step 2.

Should you not wish to track your campaigns, you have the ability to disable tracking (place a checkmark in the checkbox of items you wish to disable) and choose specifically what you do not want to track – HTML clicks, Plain Text clicks, and/or opens.

If you would like Campaign Manager to track your Campaign (recommended), DO NOT place a checkmark in these checkboxes, as this will disable tracking features.

You can also choose to apply additional tracking tools using Google Analytics, such as WebTrends, to track the traffic of your Campaign (place a checkmark in the checkbox). You can also insert a Social Media toolbar into your Campaign which allows recipients to forward or share this Campaign with their friend’s via social networks such as Facebook and Twitter.