72
8. Direct Messages Based on Interest ................................................................................................. 11
9. Refine Messages Based on Past Activity ........................................................................................ 11
10. Find Out What Your Customers Need ........................................................................................... 11
Get Started .................................................................................................................................................. 13
Find Your Way Around Campaigner ....................................................................................................... 13
Log Out ................................................................................................................................................ 14
About Campaigner Wizards .................................................................................................................... 14
View the Current Status on the Dashboard ............................................................................................. 15
Prepare to Use Campaigner .................................................................................................................... 16
From and Reply-to Email Addresses ................................................................................................... 16
Images ................................................................................................................................................. 17
Contact Information .............................................................................................................................. 18
Create and Edit Emails ................................................................................................................................. 1
Overview of Creating and Editing Emails .................................................................................................. 1
Best Practices for Emails ........................................................................................................................... 1
Test Your Email ..................................................................................................................................... 3
Choose the Smart Email Builder or the Full Email Editor .......................................................................... 3
Smart Email Builder ............................................................................................................................... 4
Full Email Editor ..................................................................................................................................... 4
About Email Formats ................................................................................................................................. 4
Use the Smart Email Builder ..................................................................................................................... 5
What is the Smart Email Builder? .......................................................................................................... 5
Create Emails ........................................................................................................................................ 6
Open an Existing Email Design for Editing .......................................................................................... 48
Convert Emails to the Full Email Editor ............................................................................................... 48
Use the Full Email Editor ......................................................................................................................... 49
What is the Full Email Editor? .............................................................................................................. 49
Create Emails ...................................................................................................................................... 49
Create or Edit Email Designs ............................................................................................................... 71
Preview, Test, or Print Emails ............................................................................................................... 107
Preview an Email ............................................................................................................................... 107
Send a Test Email .............................................................................................................................. 109
Print an Email ..................................................................................................................................... 110
Define, Manage, and Build Contacts ........................................................................................................ 111
Contacts Overview ................................................................................................................................ 111
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Campaigner User Guide
How to C#: Basic SDK Concept of XDoc.PDF for .NET You may add PDF document protection functionality into your C# program. To be specific, you can edit PDF password and digital signature, and set PDF file
asp.net fill pdf form; convert pdf file to fillable form VB.NET PDF: Basic SDK Concept of XDoc.PDF You may add PDF document protection functionality into your VB.NET program. To be specific, you can edit PDF password and digital signature, and set PDF file
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72
Best Practices for Obtaining Contacts ................................................................................................... 111
What is CAN-SPAM? ......................................................................................................................... 111
Invite People to Subscribe ................................................................................................................. 112
Guidelines for Working with Contacts ................................................................................................... 113
What Information Do You Want to Gather for Contacts? .................................................................. 113
Are Contacts Already Defined in Another Resource? ....................................................................... 113
Can You Group Contacts by Common Characteristics or Interest? .................................................. 113
Defining Contacts .................................................................................................................................. 113
Overview of Defining Contacts .......................................................................................................... 113
Choose a Method for Defining Contacts ............................................................................................ 114
Add Contacts Manually ...................................................................................................................... 115
Import Contacts by Uploading from a File ......................................................................................... 116
Import Contacts by Pasting from a Microsoft Excel File .................................................................... 121
Import Contacts from an Online Service ............................................................................................ 124
Managing Contacts ................................................................................................................................ 127
Overview of Managing Contacts ........................................................................................................ 127
View or Select Contacts ..................................................................................................................... 128
Edit Contacts ...................................................................................................................................... 129
Define Test Contacts ......................................................................................................................... 130
Specify a Preferred Email Format ...................................................................................................... 130
Search Contacts Using Filters ........................................................................................................... 131
Sort Contacts ..................................................................................................................................... 135
Unsubscribe Contacts Manually ........................................................................................................ 136
Delete Contacts ................................................................................................................................. 136
Export Contacts ................................................................................................................................. 137
Managing Contact Information .............................................................................................................. 137
Overview of Contact Fields ................................................................................................................ 137
View Contact Fields ........................................................................................................................... 138
Types of Contact Fields ..................................................................................................................... 138
Create Custom Contact Fields ........................................................................................................... 140
Edit Contact Fields ............................................................................................................................. 142
Delete Custom Contact Fields ........................................................................................................... 143
Grouping Contacts Using Mailing Lists ................................................................................................. 143
Overview of Mailing Lists ................................................................................................................... 143
View Mailing Lists and their Contacts ................................................................................................ 144
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Create a Mailing List .......................................................................................................................... 145
Edit a Mailing List ............................................................................................................................... 145
Add or Remove Contacts from Mailing Lists...................................................................................... 146
Delete a Mailing List ........................................................................................................................... 147
Segmenting Contacts Using Filters ....................................................................................................... 147
Overview of Segments ....................................................................................................................... 147
Examples of Segments ...................................................................................................................... 148
View or Select Segments ................................................................................................................... 149
View Contacts for a Segment ............................................................................................................ 150
Creating Segments ............................................................................................................................ 151
Edit a Segment .................................................................................................................................. 158
Copy a Segment ................................................................................................................................ 158
Delete a Segment .............................................................................................................................. 158
Building Contacts Using Sign Up Forms ............................................................................................... 159
Overview of Sign Up Forms ............................................................................................................... 159
Best Practices for Building Contacts .................................................................................................. 160
Managing Sign Up Forms .................................................................................................................. 162
Create a Sign Up Form ...................................................................................................................... 164
Post a Sign Up Form .......................................................................................................................... 177
Work with Usage Statistics ................................................................................................................ 182
Using Subscription Management Forms ............................................................................................... 184
Overview of Subscription Management Forms .................................................................................. 184
Managing Subscription Management Forms ..................................................................................... 186
Create a Subscription Management Form ......................................................................................... 188
Select Recipients for Email Campaigns .................................................................................................... 199
Recipients Overview .............................................................................................................................. 199
Best Practices for Recipients ................................................................................................................ 199
Select Recipients from Contacts ........................................................................................................... 200
Schedule or Send Email Campaigns ........................................................................................................ 203
Overview of Sending Email Campaigns ................................................................................................ 203
Best Practices for Sending Email Campaigns ....................................................................................... 204
Schedule an Email Campaign ............................................................................................................... 204
Stop a Scheduled Email Campaign ....................................................................................................... 205
Send an Email Campaign ...................................................................................................................... 206
Manage Email Campaigns ........................................................................................................................ 207
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Overview of Managing Email Campaigns ............................................................................................. 207
View Status and Activity for Recent Email Campaigns ......................................................................... 207
Types of Email Campaign States .......................................................................................................... 208
View Email Campaigns .......................................................................................................................... 208
View a Summary of an Email Campaign ............................................................................................... 209
Change an Email Campaign ................................................................................................................. 211
Duplicate an Email Campaign ............................................................................................................... 212
Search Email Campaigns Using Filters ................................................................................................. 212
Sort Email Campaigns ........................................................................................................................... 213
Delete an Email Campaign .................................................................................................................... 213
Create, Edit and Manage Autoresponders ................................................................................................ 214
Overview of Autoresponders ............................................................................................................. 214
Types of Autoresponders ................................................................................................................... 215
Autoresponder States ........................................................................................................................ 215
View Autoresponders ......................................................................................................................... 216
View a Summary of an Autoresponder .............................................................................................. 216
Change an Autoresponder ................................................................................................................. 217
Create an Autoresponder ...................................................................................................................... 219
Overview of Creating an Autoresponder ............................................................................................ 219
Choose an Autoresponder Type ........................................................................................................ 219
Choose an Autoresponder Template ................................................................................................. 219
Use the Autoresponder Editor ........................................................................................................... 220
Name an Autoresponder .................................................................................................................... 221
Create an Autoresponder Email ........................................................................................................ 222
Add a Delay ....................................................................................................................................... 224
Define Autoresponder Criteria ........................................................................................................... 224
Schedule an Autoresponder .................................................................................................................. 228
Overview of Scheduling an Autoresponder ....................................................................................... 228
Schedule an Immediate Start ............................................................................................................ 228
Schedule a Future Start ..................................................................................................................... 229
Schedule a Stop ................................................................................................................................. 230
Manually Stop an Autoresponder ...................................................................................................... 231
Delete an Autoresponder ................................................................................................................... 231
Learn from Results Using Reports ............................................................................................................ 233
Overview of Reporting ........................................................................................................................... 233
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Email Campaign Reports ................................................................................................................... 233
Contact Reports ................................................................................................................................. 234
Autoresponder Reports ...................................................................................................................... 234
View Reports ......................................................................................................................................... 234
View Campaign Overview Report ......................................................................................................... 235
View Contact Reports ............................................................................................................................ 236
Understand Opened Rates .................................................................................................................... 237
Measure Clicked Through Rates ........................................................................................................... 237
View Types for Clicks Reports ........................................................................................................... 238
Interpret Statistics About Undeliverable Emails .................................................................................... 239
Drill Down on Report Statistics .............................................................................................................. 239
Drill-downs for email campaign reports ............................................................................................. 240
Drill-downs for contact reports ........................................................................................................... 242
View Recipients Who Opened an Email ................................................................................................ 242
Track Social Sharing Activity ................................................................................................................. 243
View Campaign Comparison Report ..................................................................................................... 244
View Mailing List Comparison Report ................................................................................................... 245
View Autoresponder Overview Report .................................................................................................. 246
Sort Email Campaign Reports ............................................................................................................... 248
Print Reports .......................................................................................................................................... 248
Export Report Statistics ......................................................................................................................... 249
Delete a Report ..................................................................................................................................... 249
Check Accounts and Messages ................................................................................................................ 251
View or Upgrade Your Account ............................................................................................................. 251
Access Messages .................................................................................................................................. 251
Manage Users ....................................................................................................................................... 252
Overview of User Management ......................................................................................................... 252
View Users ......................................................................................................................................... 253
Create User ........................................................................................................................................ 254
Edit User ............................................................................................................................................ 254
Delete User ........................................................................................................................................ 256
Glossary .................................................................................................................................................... 257
23
Welcome
Welcome to Campaigner, a powerful email marketing tool for building relationships with your
clients and interest in your products or services.
An email campaign is a message that you send to a target audience at an appropriate time.
There are many reasons to run an email campaign, and it's important to think about what you
want it to accomplish. Generally, email campaigns are for either informational purposes (such
as a newsletter that describes upcoming events) or promotional purposes (such as coupons
for discounts on purchases). Email campaigns may also be run to inspire users, such as
success stories about your services.
Whatever the reason for running an email campaign, set specific goals that contribute to your
overall marketing strategy. For example, do you want to promote a new service or do you
want to expand your market share? Once the email campaign has been run, you can use
metrics to measure whether its goals were met. Specific metrics depend on the goals, but
may include the number of prospects that became customers in your store, the percentage
increase in use of your services, or the percentage increase in readership for a newsletter.
Campaigner helps you communicate with your clients using personalized and relevant email
campaigns. It's easy to get started by completing these three tasks
:
If you're new to Campaigner, take the time to look at the available learning resources to
understand the variety of features available and how to use them to benefit your email
marking efforts.
Campaigner User Guide
Page 1
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