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1. Enable the Social Sharing feature for the email campaign you want to share. You can do
this in any of these three ways:
• on Step 3 of the campaign creation process
.
• from the Campaign Summary page
.
• by using the Action bar
.
2. Start sharing your email campaign. Here are some ideas on how you can start the buzz:
• View the sharable online version of your email campaign
and click the Like and/or
Share buttons on the Campaigner Sharebar
to link to your email campaign on your
various social media pages.
• Include a Share Online Quicklink
in your email content. This will allow your recipients
to easily share your email campaign with their friends online.
• View the sharable online version of your email campaign
and copy the URL in the
address bar. You can paste this URL into a post on your blog, feature it in the news
section on your website, etc.
An email campaign must be saved as a draft before you can enable Social Sharing for it.
When you update/change a Social Sharing-enabled email campaign, the sharable online
version will be updated as well. After you send a Social Sharing-enabled email campaign,
you can no longer edit the sharable online version. You cannot enable Social Sharing for an
email campaign that is in plain text format only.
When you enable Social Sharing for an email campaign, you have the option of linking a sign
up form to it. If you choose to do this, a button will be added to the Campaigner Sharebar
for
this purpose. Including a sign up form is a great way to organically grow your contacts.
Note: When you delete a sign up form that is linked to one or more Social Sharing-enabled
email campaigns, the 'Join Our List' button is automatically removed from the Campaigner
Sharebar on the sharable online version of all the affected email campaigns (including email
campaigns you've already sent, as well as those you haven't sent yet).
The Social Sharing Settings will automatically apply to all subsequent campaigns unless you
change them.
For information on Social Sharing, see Social Sharing Overview
.
Steps to enable from Step 3 of the campaign creation process
1. On Step 3 of the campaign creation process, click the Settings... button beside the
Social Sharing header.
The Social Sharing Settings dialog appears.
2. Select the Enable Sharing checkbox.
3. If you want people who view the sharable online version of your email campaign to be
able to add themselves to your contacts (unless they are already subscribed), select
the Include sign up form checkbox; otherwise, skip this step. Should you choose to
include a sign up form, you will also need to do the following:
• Choose a sign up form from the Select form drop-down. (See Sign up forms
for more information on creating these forms.)
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• Provide the text that you want to appear on the button that launches the sign
up form. For example: "Join Our List!"
• A button bearing the specified text and linked to the specified sign up form will be
added to the Campaigner Sharebar.
4. Click OK.
5. To view the sharable online version of your campaign, follow these instructions
.
Steps to enable from the Campaign Summary page
1. On the Email Campaigns tab, click the email campaign name.
2. On the Campaign Summary page, locate the Social Sharing area and click Settings...
The Social Sharing Settings dialog appears.
3. Select the Enable Sharing checkbox.
4. If you want people who view the sharable online version of your online email campaign to
be able to add themselves to your contacts (unless they are already subscribed), select
the Include sign up form checkbox; otherwise, skip this step. Should you choose to
include a sign up form, you will also need to do the following:
• Choose a sign up form from the Select form drop-down. (See Sign up forms
for
more information on creating these forms.)
• Provide the text that you want to appear on the button that launches the sign up
form. For example: "Join Our List!"
• A button bearing the specified text and linked to the specified sign up form will be
added to the Campaigner Sharebar.
5. Click OK.
6. To view the sharable online version of your campaign, follow these instructions
.
Steps to enable from the Action bar
1. Click the Email Campaigns tab.
2. Do one of the following:
•
Click the email campaign row, without clicking any links in the row.
•
Click the email campaign name.
Note: You can enable Social Sharing for only one email campaign at a time.
3. From the Action bar, click More.
4. Click Share Settings.
The Social Sharing Settings dialog appears.
5. Select the Enable Sharing checkbox.
6. If you want people who view the sharable online version of your online email campaign to
be able to add themselves to your contacts (unless they are already subscribed) via a
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sign up form, select the Include sign up form checkbox; otherwise, skip this step.
Should you choose to include a sign up form, you will also need to do the following:
• Choose a sign up form from the Select form drop-down. (See Sign up forms
for
more information on creating these forms.)
• Provide the text that you want to appear on the button that launches the sign up
form.
• A button bearing the specified text and linked to the specified sign up form will be
added to the Campaigner Sharebar.
7. Click OK.
8. To view the sharable online version of your campaign, follow these instructions
.
View the Shared Online Version of Your Email Campaign
After you enable Social Sharing for an email campaign
, you can view the sharable online
version of that campaign. What you see is what viewers will see.
Tip: You can view the sharable online version of a Social Sharing-enabled email campaign to
capture the sharable online version's URL (i.e. web location). In addition to initially featuring
the URL in your email campaign content (by inserting a Share Online Quicklink
or by inserting
a Web Location link
), you can use the URL to manually link to the sharable online version of
your email campaign from your website, your blog, or anywhere else on the web. For
information on Social Sharing, see Social Sharing Overview
.
Steps to view from the Campaign Summary page
1. On the Email Campaigns tab, click the email campaign name.
2. On the Campaign Summary page, locate the Social Sharing area and click the Preview
& Share button.
The sharable online version of your email campaign will appear in a new window.
Steps to view from the Action bar
1. Click the Email Campaigns tab.
2. Do one of the following:
• Click the email campaign row, without clicking any links in the row.
• Click the email campaign name.
3. From the Action bar, click More.
4. Click Preview & Share.
The sharable online version of your email campaign will appear in a new window.
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Provide Options for Viewing in a Browser
Some users may prefer to view your email in a browser. Browsers are designed for HTML-
based content, which may offer a better view of the email than email client interfaces.
You can include instructions and a link in the email design that lets users open the email in a
browser with a single click. The instructions and link always appear at the top of the email
design. However, you can specify both the text that indicates that the email can be opened in
a browser and the text that represents the link. For example, the text "Read it online" is a
good indicator to users that they can click the link to open the email in a browser.
Note: Campaigner offers 2 distinct options for viewing your email campaign in a browser:
• View email online ('view online')
Allows the user to view a personalized version of your email campaign in their
favorite browser.
• Social Sharing ('sharable online')
Allows the user to view a generic version of your email campaign in their favorite
browser. This version comes outfitted with the Campaigner Sharebar to allow for
easy distribution over social media channels. For more information, see Social
Sharing
.
Steps
1. On the Email Details page, in the More Options area, ensure that the following checkbox
is selected:
Allow this email to be viewed online in a browser
2. If necessary, change the text that indicates that the email can be opened in a browser
and the text that represents the link.
Want to see this? Watch the Social Sharing
video tutorial.
Specify Email Encoding
Email encoding plays a part in how your recipients view the contents of your email
campaigns. Specifying a character set instructs the recipient's email client or browser on how
to display the various characters (i.e. letters and numbers) in your email. When no character
set is specified, the viewer's email client or browser makes that choice instead.
By default, Campaigner does not specify a character set for your email campaigns. This
means that, when recipients view your email, their email client or browser chooses how to
display the content. Email clients and browsers can typically make the right choice, but, if
your email content includes special characters, it's always possible that they'll be visually
misinterpreted (missing characters or garbled text, for example) for some recipients. For this
reason, it is recommended that you consider specifying a character set when your email
content contains special characters.
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When you specify a character set for a given email campaign, the setting also applies to the
view online
and sharable online
versions (if either or both features are enabled) of that email
campaign.
Step
• On the Email Details page, in the Encoding box, click the character set you want to
enforce in your email campaign.
Enable Google Analytics Tracking
Campaigner can work with your existing Google Analytics set up to provide additional link
tracking capability. This is an effective way to gain further insight into the successfulness of
your email campaigns, as it allows you to easily track which of your website visits come from
which of your email campaigns.
To learn more about Google Analytics, visit http://www.google.com/analytics/
.
Campaigner allows you to specify values for 3 Google Analytics parameters. All of the links
in your email content will be automatically appended with these values, which you can edit at
any time before sending by returning to the Email Details page, or after you send by
launching the Edit Trackable Links dialog (for tracked links only).
When this feature is enabled, Google Analytics parameters will be applied to both tracked
and untracked links. Please note that 'tracked links' are links that you choose to track via
Campaigner directly (read more here); Google Analytics tracking is an additional type of
tracking that operates independently, so it is possible to enable the Google Analytics tracking
feature even if you did not instruct Campaigner® to track some or all of the links in your email
content.
The Google Analytics parameters you can modify are:
• Utm_Source: Used to identify the source of the link (the default value is
'Campaigner').
• Utm_Campaign: Used to identify the name of the related campaign (the default value
is the date plus the first 40 characters of the campaign name).
• Utm_Content: Used to differentiate between campaigns or links that point to the
same URL (the default is blank).
Note: If you choose to modify the Utm_Source, Utm_Campaign, or Utm_Content, use only
the following supported characters: a - z (lowercase), A - Z (uppercase), 0-9, dash ( - ),
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period ( . ), underscore ( _ ), tilde ( ~ ). Campaigner will automatically remove any other
characters you include. All spaces will be replaced with underscores inside Google Analytics.
The Google Analytics settings you apply to a given email campaign will also be applied to the
Plain Text and sharable online versions (if applicable) of your email campaign. When you're
reviewing link activity inside Google Analytics, look for the 'Utm_Medium' parameter, which
will be automatically added and can be useful for determining which click came from which
email type.
After you enable Google Analytics tracking for a particular email campaign, the feature will be
automatically enabled for all subsequent campaigns (unless you disable it).
Steps
1. On the Email Details page, expand the Google Analytics panel by clicking on its title bar.
2. Select the following checkbox:
Enable Google Analytics tracking
3. In the Utm_Source box, type a source name that will help you easily identify which
website visits are from an email campaign.
4. In the Utm_Campaign box, type a name that will help you easily identify which website
visits are from this email campaign in particular.
If you wish to track an additional piece of information to further differentiate activity from this
email campaign, type something relevant and short in the Utm_Content box. Otherwise,
leave this box blank.
Create or Edit Email Designs
Overview of Creating or Editing Email Designs Using the Full Email Editor
The Full Email Editor uses the Email Campaign wizard to guide you through the steps for
creating an email. In Step 2, the wizard provides access to editors for designing your email.
After you've finished creating the email design, you can edit it at any time before sending the
email campaign.
This section describes the editors and their tools for working with email designs in the Full
Email Editor.
Design Editors for Different Email Formats
Using the Full Email Editor, you can create an email design in the HTML email format, the
plain text email format, or both email formats. For information about these email formats, see
About Email Formats
.
The Full Email Editor provides one design editor for each email format. Design editors are
available in the Email Campaign wizard.
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Here is an email design in the HTML Email editor:
Open an Existing Email Design for Editing
If you're creating a new email, the email design opens in the editor automatically at the
appropriate time.
If you have already created an email design and you want to make changes, you need to
open it in the editor.
Steps
1. On the Email Campaigns tab, click the row for the email campaign for the email design
you want to edit.
Don't click any links in the row, unless you want to view the email campaign's summary.
2. From the Action bar, click Edit.
Tools for Email Design Editors
The Full Email Editor provides a design editor for HTML emails and plain text emails. The
available tools depend on which design editor you are working with. For example, tools for
working with images are available only from the HTML Email editor because images are not
supported in plain text emails.
Tools apply only to content in the current design editor. For example, using the Spell Check
tool in the HTML Email editor checks spelling only in the email design that is currently open in
the editor.
In addition to tools, right-click menus
may be available for quick access to frequently-used
commands.
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This table describes the design tools available and the editor in which they are provided.
Tool
Description
Editor
Save the email design in the design
editor.
HTML Email editor
Plain Text Email editor
Saves the email design in the design
editor to the My Templates folder.
HTML Email editor
Print the email design in the design
editor.
HTML Email editor
Plain Text Email editor
Check the spelling of the text in the
design editor.
HTML Email editor
Plain Text Email editor
Select all the content in the design
editor.
HTML Email editor
Plain Text Email editor
Search text in the editor to find
matches to text you specify. You can
search up or down from the current
cursor position, as well as specify
case-sensitivity or whole word
searches. You can specify text to
replace instances of the text
specified.
HTML Email editor
Plain Text Email editor
Undo previous actions, in sequence.
One action is undone each time the
tool is clicked.
HTML Email editor
Plain Text Email editor
Redo previous actions, in sequence.
One action is redone each time the
tool is clicked.
HTML Email editor
Plain Text Email editor
Remove selected content and, if
possible, store it in the Clipboard.
HTML Email editor
Plain Text Email editor
Copy selected content to the
Clipboard, if possible.
HTML Email editor
Plain Text Email editor
Paste content at the cursor position. If
no cursor position is available,
content is pasted at the beginning of
the design editor.
Several options are available which
affect the formatting of the pasted
content. For information, see Format
Text
.
HTML Email editor
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Tool
Description
Editor
Paste content from the Clipboard at
the cursor position. If no cursor
position is available, content is pasted
at the beginning of the design editor.
All formatting is removed.
Plain Text Email editor
Insert an image in the email design.
For information, see Overview of
Images
.
HTML Email editor
Edits the selected image.
For information, see Overview of
Images
.
HTML Email editor
Create a link at the cursor position or
modify a selected link.
For information, see Overview of
Links
.
HTML Email editor
Plain Text Email editor
Remove a selected link.
For information, see Overview of
Links
.
HTML Email editor
Add a horizontal line (rule).
HTML Email editor
Insert a paragraph return instead of a
line break, which is inserted using the
Enter key.
HTML Email editor
Add a symbol that you choose.
HTML Email editor
Plain Text Email editor
Create in the Plain Text Email editor a
copy of the content in the HTML
Email editor, converting or removing
content that isn't supported by the
plain text email format. For
information, see Insert HTML Email
Designs in the Plain Text Email
Editor
.
Plain Text Email editor
Insert a table at the cursor position.
For information, see Create a Table
.
HTML Email editor
Change selected text to lower case.
For information, see Format Text
.
Plain Text Email editor
Change selected text to upper case.
For information, see Format Text
.
Plain Text Email editor
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