GaireGroup.com User Manual
Contents
1. buttons as you continue Details Template Confirmation Done Save and next The Campaign set up options for tracking and receiving stats Click on each header title for information on each setting SW Group Mailer Setup ca X B cel B co A AB t Air Campaign setup X Campaign setup From name From email Reply to To name Available tags Joe Estates skyweterestates theskywatergroup com skywaterestates theskywatergroup com EMAIL Subject Available tags Weekly Newsletter Campaign options Url tracking Json feed Xml feed i images Plain text email Email stats Embed No p No No v No x Yes y Email stats change subscriber custom field value upon campaign open This is useful if you ster need to segment your list and find out who opened this campaign or who did not and based on that to taske another action like sending the campaign again to aubscribers thst did mot open it previously in most of the cases you will want to keep these fields es hidden fields C Actions against subscribers upon campaign open When a subscriber opens your campaign do following actions against the subscriber itself Setup Template Confirmation Done 17 Page Clicking next will take you to the template area Here you can create or choose a template CUSTOMER AREA oe inna Campaign template Qastbosd Cenpogu Campeigr Tevet De2. Lists Compeigns lt T My email templates r Uploed template Refresh T Tempietes Single Asset SW Ests My templates Gallery Apikeys 24 Page TERMINOLOGIES Below are basic terminologies of email marketing that are helpful to understand some of the words used in this reference manual e WYSIWYG What You See Is What You Get This is used to describe a web editor interface that lets you design newsletter templates using buttons similar to those found in a word processor such as Microsoft Word Examples of buttons include bold italic using headings a button to insert images and more e Autoresponder An autoresponder sends off an email to a subscriber automatically A single autoresponder is most common this typically just replies to a subscriber when they sign up A sequential autoresponder is a little more advanced and allows you to schedule a series of predefined emails to be sent out on a specified schedule to each subscriber e Email Lists A list of contact email addresses usually created by personal contact subscribed registered or customers that have purchased products or services e Subscriber Lists Lists that have been created by either in a physical store or website whereby email addresses were acquired by opt in processes Ex Customer enters store and provides an email address or a visitor on a website receives a newsletter an offer of a discount a free gift information o
3. T Templates t Email Confirm email K Api keys skywatereststes theskywatergroup com skywaterestates theskywatergroup com Password Confirm password sisword n password Timezone Language i f GMT 05 00 America New_York y Application default v New avatar Browse No file selected ii Company tab Includes company name Company information are those items that will be auto filled in your templates if you use tags More on that later in this manual 5 Page Company address items that are required are designated with an For company phone it could be your direct contact number whether it is a cell phone or landline if you are an independent contractor such as a real estate agent As will be explained the information in the templates can be changed by you CUSTOMER AREA Joe Estates Account info Dashboard Profile company E Lists lt First name Xi Campaigns lt Joe T templates Email Apikeys skywatereststes theskywatergroup com Password Timezone GMT 05 00 America New_York New avatar Browse No file selected B Dashboard Summary Areas Under the Title Bar the Dashboard contains 7 summary areas E Last name Estates Confirm email skywaterestates theskywatergroup com Confirm password Continm password Language Applicstion default v 6 Page 1 At a glance Campaigns Lists O WW Segments Subscribers Templates AP
4. The template you chose will appear in the CKeditor window OES area USTOMER ARE Q sce Enau Campaign template wins Z Campaign template PERO T e Minty Dalyplain tan huts pain oe Sheena e Wl Wee gt M I Topias lt feikna Bomssnss It is here you would modify the template See the Template Modification Tutorial Addendum at the end of this manual There are a number of html tutorials available online and one very popular recommended one is at http www w3schools com html NOTE The editor used within the application is called CKeditor and documentation and tutorials can be read at http docs cksource com 2 GROUPS CAMPAIGNS gt GROUPS Campaign Groups are a way to categorize your Campaigns As an example if you eventually have 40 50 or more campaigns of both Estates and Yachts you could create Estate and Yacht groups and simply categorize each of your campaigns within these groups for an easier search feature instead of having to search through all campaigns To get more in depth if you begin building for example a 15 series autoresponder see the Terminology section you can create an AR15 group You can create innumerable types of Groups to filter and create views of your campaigns For now we will for simplicity sake create two groups Click on Groups to access the Group View page CUSTOMER AREA Joe Estates View groups Dashboard Campaigns Gr
5. CAMPAIGN_SUBJECT lt titl lt name arse content tyle type text css gt p font family lvetica Arial sans serif font size 12px padding 0 margin 0 1 h 5 font family z oN Owns WN e sans serif i font size 20px margin Opx margin bottom 0px padding 0px font weight bold color 292C g C portant 2 font size 14px font weight bold sortent text transform capitalize margin 10px Opx padding 0px padding bottom 5px 3 color 565656 arant font weight bold font size 12px margin 0px margin bottom 10px padding 0px td vertical align top font family Helvetica al sans serif ol margin 0 padding O border 1 cellpadding 10 cellspacing 0 width 580c J cellpadding 0 cellspacing style backgrot td bgcolor F F height 23 style 38 valign r style ad slor gt Skyweater Estates lt td align idle valign style marc pa color 56c nt size i Having trouble vievang this email lt a href View it in your browser lt a gt For the most part this tutorial will discuss template modifications in the WYSISWYG display setting NOTE the following modifications of a template can be done in either the Templates or Campaigns area This addendum is two fold to show you how to modify templates and to show you why you would use one area or the other to make those modifications There are two reasons for modifying a template First when you import a templat
6. default to your Company Account Settings If you wish to change these for a certain list you would do so here Once you have created your list it will appear in the list window with the name of the list display name if you gave it one and there will be 4 icon links to the right of the list 9 Page CUSTOMER AREA 5 Joe Estates Joe Estates Lists Dashboard gt Lists gt View all Dashboard Se ee eae SES i Create new Refresh San Bus cane Re Lists Displaying 1 1 of 1 result gt Tools Name Display name Subscribers count Optin Opt out Date added Last updated Options Zi Campaigns lt yl Ls T templates lt Personal Contacts Personal Contacts o Single Single 11 21 141230PM 11 21 14 12 30 PM e Z O X Apikeys a 10 yy The 4 icons on the right are Overview Copy Update and Delete Copy and Delete are selfexplanatory for the list The Update icon is to edit any criteria you originally inputted The Overview icon the first one is of most interest here as it is has some powerful features over time you will make more use of It is noteworthy here to clarify even though it is implied the Overview boxes and Information headers that appear from the Overview icon are for that list only Each list will have their own Overview Copy Update and Delete icons Once you click on the Overview icon the List Overview will appear You will by applying your time realize this area has extremely powerful feature
7. tinks F Lists Cempeigns e List custom fields 4 Tempietes Apikeys 3S Text fieid Label Teg Required Visibility Sort Order Email EMAIL Yes Y Visible v 0 v Help text Default velue Below is the Pages page and previews the first page of the 8 pre built pages you can use for your website The pre built pages are Subscribe form Pending subscribe Subscription confirmed Update profile Unsubscribe form Unsubscribe confirmation Subscribe confirm email 12 Page Unsubscribe confirm email Mail list Subscribe form Deshboerd tists FPersonelContscts Sudscribe form Quick finks Select enother list page to edit Subscribe form Your subscribe form ur ist Pending subscribe Subscription confirmed http weew theskywatergroup com masiler indecphp lists mk1990d0e1012 subscribe Update Profile Unsubscribe form When the user will reach the subscription form he will see this page Unsubscribe confirmation Subscribe confirm emai Subscribe form Unsubscribe confirm email Content Bme i Ave viG OBelal 4o MBE ejan Flip vencaee Brusxe Ril zi sin bes as tt w nao rze aso sves roma fom sue A B 30 ajl LIST_NAME We re happy you decided to subscribe to our email fist Please take e few seconds and fill in the fet details in orcer to subscribe to our list You will receive an email to confirm your subscription just to be sure this is y
8. 567 mobile 954 607 4238 office joe estates skywatergroup com 2715 E Oakland Park Blvd Suite 100 Fort Lauderdale Florida 33306 JETS YACHTS ESTATES EXCHANGE If you do not wish to receive periodic on or off market listings we don t publicly declare UNSUBSCRIBE and we will remove you from our dstabase If you only wish to receive listings from just one or several of our Divisions Jets Estates and or Yachts please indicate that in the alternative Thank you and we hope to be sable to do business with you COMPANY_FiiL_ADDRESS The alternative is to use Tags Consider the following if Joe Estates wanted to change his name in the template to Joseph Estates all he would do is change his name from Joe to Joseph in his Account area had he used the Tag LIST _FROM_NAME in all his templates in Templates gt My templates In this manner a one setting name modification changed all the templates See the above image compared to the image below as an example use of the tags NOTE Make sure you use the applicable commas periods and hyphens Contact LIST_FROM_NAME COMPANY_NAME www skywaterqroup com SKYWATER GROUP LLC COMPANY_PHONE mobile 954 607 4238 office CAMPAIGN_FROM_NAME COMPANY_ADDRESS_1 COMPANY_ADDRESS_ 2 COMPANY_CITY COMPANY _ZONE COMPANY_ ZIP JETS YACHTS ESTATES EXCHANGE i If you do not wish to receive periodic on or off market listings we don t publicly declare UNSU
9. BSCRIBE and we will remove you from our dstabase If you only wish to receive listings from just one or several of our Divisions Jets Estates and or Yachts please indicate that in the alternative Thank you and we hope to be sble to do business with you COM PANY_FiiLl ADDRESS A full list of tags are listed on the next page Tags are an extremely powerful tool to make use of saving time and creating a more personal message Below are the tags associated with the Mailer Application CAUTION Keep in mind the exact title must exist in your List s column headings for those tags related to your contacts For instance your contact List headings must be EMAIL FNAME and LNAME to be able to call their email addresses first names and last names 32 Page If you are using a tag for your List that does not exist or spelled wrong it will not output information For example if you use the LNAME tag and the column header for all last names in your list is titled LAST NAME not LNAME the last name will not be displayed Also if you have a blank cell for a last name for one of your contacts a last name of course will not appear Example Dear Mr So you need to be careful All tags calling your information is simply calling your Account information so there are no column headings to be concerned about Tag UNSUBSCRIBE_URL COMPANY_FULL_ADDRESS UPDATE_PROFILE_URL WEB_VERSION_URL CAMPAIGN_URL LIST_NAME LIST_SUBJ
10. ECT LIST_DESCRIPTION LIST_FROM_NAME CURRENT_YEAR CURRENT_MONTH CURRENT_DAY CURRENT_DATE COMPANY_NAME COMPANY_ADDRESS _1 COMPANY_ADDRESS _ 2 COMPANY_CITY COMPANY_ZONE COMPANY_ZIP COMPANY_COUNTRY COMPANY_PHONE CAMPAIGN_ SUBJECT CAMPAIGN_TO_NAME CAMPAIGN_FROM_NAME CAMPAIGN_REPLY_TO CAMPAIGN_UID SUBSCRIBER_UID EMAIL FNAME LNAME Output Link to Unsubscribe User s Company name address Update profile URL Web URL Campaign URL Name of the List used List subject name List description Sent from Your name Current Year Current Month Current Day Current Date User s Company name User s Company address 1 User s Company address 2 User s Company City User s Company Zone State User s Company Zipcode User s Company Country User s Company Phone Campaign Subject Email address sent to User s Email Address Reply to Campaign ID Subscriber ID Email address sent to List s first name List s last name 33 Page Please open a ticket GaireGroup com if you have any questions 34 Page
11. I Keys gt oa 0 Each glance box is a link to view search modify and create that area For example if you have sent out 20 campaigns you will be able to use the headers to searcha campaign click on that campaign to view and if it has not been sent to modify it The remaining summary areas Dashboard At a glance 0 Campaigns 0 Segments More info 0 Subscribers Dashboard allows you to quickly view all current activity with respect to what you recently did Subscriber List Campaign and Unsubscribe growth as your activities with each expands and a quick view on Delivery vs Bounces Delivery are those emails that reached their destination whether unopened or not Bounces are those email addresses which were unable to be delivered There are many reasons for this the email address is no longer valid the server was down etc Bounce emails are acceptable to a certain rate within your lists If you have a bounce rate of more than 3 4 you must remove those email addresses that are not reaching their destination or you can become blacklisted and it will harm your ability to reach those email addresses that are valid It is imperative that you protect your own lists or it could harm your own business 2 Recent activity 3 Subscribers growth 4 Lists growth 5 Campaigns growth 6 Delivery vs Bounces 7 Unsubscribe growth 7 Page 2 THE MENU CUSTOMER AREA The left m
12. IinboxSumo GaireGroup com User Manual Table of Contents Table of Contents Introduction 1 THE DASHBOARD A Dashboard Title Bal tener en een eae nen ee ere erg een eer ee ee ere ee eee eee een eee 4 Be DAS OO a SUNNY eS esate dtesnnaaendnoceutcsnnanticcmo EEA AEE 6 2 TAE MENG a sorss sac ce conten tv ecotee tenon merccsennaeeuston tian A oneninecnbneadeven her E 8 Pe NSU ISS WMS NE eE 8 E UST S AS TS CIS S MENU aes ate ceswsacecavmon sa ctorsamacenns E E suaiwoptavenstatnetisacaeen ca sentonsaenseonsguectonontecoratatacaiaon sade 8 2 MOOS ST se TOOLS MENU sre ceca vscsuscdacesacs arene T E TEET 14 B Campaigns gt Campaigns MENDU acisenecccsiccoi coucscnduenduend Tins inenen Erien send nR EENT AAEE SAET NE NEEN 16 1 CAMPAIGNS CAMPAIGNS gt CAMPAIGNS s essssssseseesssssrseereessssrseereesssssserrresssssseerreesssssseereeessssrerreesssssseerreessssesens 16 Zs GROUPS CAMPAIGNS gt GROUPS erpen p E E E EE maipadanomuumesgeaicesntes 20 C Templates gt Templates MENU scicioetiisssoiine Tea E ES E T 23 1 MY TEMPLATES TEMPLATES gt MY TEMPLATE S csrsrisenri ronn iee R SN REN ENEE 24 Z GALLERY TEMPEATIES A GALER o atin onatreiinerneeeeies 24 TERMINOLOGIE 5 arte acenec eee coseiey cece cave E tone oonneeauines bavecapessduencaheoseansn E A A lone mresennees 25 TEMPLATE MODIFICATION TUTORIAL ADDENDUM cccccccccssssseeecccecccaeeeeeccccceesauaessecceceessseeaseeeceseesauaaaseeeeeess 27 Le Modifyi
13. It will require creating or uploading a template This does require a bit of html knowledge which we won t go into here There are a number of html tutorials available online and one very popular recommended one is at http www w3schools com html As noted above the editor used within the application is called CKeditor and documentation and tutorials can be read at http docs cksource com For more details on modifying a template see the Template Modification Tutorial Addendum at the end of this manual 2 GALLERY TEMPLATES gt GALLERY The Templates gt Gallery link takes you to ready made templates for you to import and use These templates once imported can be modified for your custom use CUSTOMER AREA Joe Estates Email templates gallery Deshboert Emsiitempistes Emall tempistes gallery gt View s Dashboard E au i T Email templates gallery Campaigns T Templetes et gt Mytemploetes Gellery Api keys import into my templates To import a template into My Templates click on the menu Templates gt Gallery and choose one to import by clicking on the button titled Import into my templates below the template you choose The chosen template will then show in My Templates You may choose some of the templates or all of them CUSTOMER AREA or ectates My email templates Oashboerd My email tempistes Dashboard The template has been successfully imported
14. TER GROUP AIRCRAFT ESTATES SKYWATER GROUP AIRCRAFT ESTATES Contact Us Contact Joe Estates Skywater Estates Inc Skywater Estates Inc www skywatergroup com www skywatergqroup com SKYWATER GROUP LLC l SKYWATER GROUP LLC COMPANY PHONE mom COMPANY_PHONE mobile TIE IT AEA ORCO 954 607 4238 office EmailAddress 2715 E Oakland Park Blvd Suite 100 Fort Lauderdale Ficrida 33306 EmailAddress 2715 E Oakland Park Blvd Suite 100 Fort Lauderdale Florida 33306 The next feature to introduce are the use of dynamic tags Dynamic tags serves two roles Email content personalization By inserting information you already have about your contacts in your lists into your email send For example if you have a column header of your subscribers first names titled FNAME you can start a campaign with a personal Dear FNAME If the first row of your list has the first name Lisa she would open her email from you and it would begin with Dear Lisa NOTE You must make sure that your List column names match the tag names or the receipt of your email will read Dear Thus every one of your List contacts would receive an email with their first name included To extend the use of dynamic tags if your List has a column with a reason for their contacting you ex Looking to buy or sell their property titled CONTACT REASON and another column with a type of property titled PROPERTY_TYPE you can send an au
15. distinct subscriber stetus Do nothing Wheat actions to teke when seme subscriber from primary list has a distinct states in the secondary lise li Split List box Split list This tocol ellows you to splite big list into multiple smaller ones Please note that subscribers from the selected Est will be moved into new lists not copied List Persons Contacts Number of sublists How many subscribers to move st once 500 15 Page B Campaigns gt Campaigns menu NOTE Be sure to set up your Account and create import at least one List and one Template before creating your first Campaign 1 CAMPAIGNS CAMPAIGNS gt CAMPAIGNS Click on the left menu Campaigns gt Campaigns and you can either create or modify a campaign if it was not yet sent or manage Groups CUSTOMER AREA soc estates Your campaigns Canhosed epii Dashboard Xi Your campaigns Manege groups Cempaigna Campaign name Type Group List Segment Status Date added Send st Options Campeigns ee e a Groups Lal Laal T Templates Noresuits found Apikeys ey Click on the Create new button to begin creating a new campaign There are two required fields you must type in a campaign name and then in the drop down list choose which list you want to send the campaign to NOTE There are four stages to creating a campaign Details Setup Template and Confirmation CUSTOMER AREA J
16. e into My Gallery you will want to make changes that you know will be used throughout all of your campaigns for that template For example a company logo that you will want displayed on every campaign If you don t make the change here then every time you go to create a new campaign with the template you will have to add the logo Second when you create a new campaign there will always be something you want to possibly add delete or modify For example if you are a real estate agent and have a new listing you will want to add new text content about that newly listed property and pictures Below explains how to modify templates in both the Templates gt My templates and Campaigns gt Campaigns areas It will be in the Campaign section where modifying images will be shown Click on Templates gt My templates this takes you to the My email templates page and the template you imported from the Gallery 29 Page so tztstes My email templates Dashboard My aiai templates gt view ati SSH Click the Update button to open up the template in the CKeditor Xe I fee see Jem f ron Tea gt SKYWATER Here were going to make a simple text edit Use your cursor and highlight NAME and then just type in the name you want Once you click save this saves the template so that your name will now appear every time you choose this template for a campaign 30 Page SAYWA
17. enu contains the most important aspect of the application as it features the most important aspects of your email campaigns There are three toutes distinct areas of any email marketing contact lists Lists the products or services you want to inform a contact list of Campaigns and the appearance Dashboard of the sent campaign Templates i E Lists lt You have the ability to create modify add and delete any of your Lists Campaigns and Templates As you work in these areas you will increase your 3 Campaigns lt knowledge in the power of this application and email marketing T Templates lt There are hidden treasures such as forms to place on your website and tracking which aids greatly in your follow up and so much more that canand Apikeys will develop your business if used methodically The following gives you an overview of the main links of the left menu A Lists gt Lists menu 1 LISTS LISTS gt LISTS MENU Clicking on the List link you can view current lists or create a new list If there are a large number of lists the text and drop down boxes will allow you to search for specific lists you have CUSTOMER AREA Joe Estates Joe Estates Lists Dashboard Lists Dashboard aS 5 ise o Bllists Lists SS SEI Tools Subscribers Date Last Name Display name count Optin Opt out added updated Options X Campaigns lt y v T Templates lt No results found X Api keys 10 v Fo
18. list to give you an idea of what can trigger a message as spam Using one or two of these phrases hardly places your message as spam But when used in greater number with other factors it will Spam triggers are also determined by not only content words but what is in headers URL s and the body Again you may want to take a quick glance at the following website for examples of what a major anti spam program is looking for http spamassassin apache org tests 3 0 x html Other factors include high send rates messages marked as spam by receivers high number of images etc There are many factors Internet Protocol Address IP Address This number is an exclusive number all information technology devices printers routers modems et al use which identifies and allows them the ability to communicate with each other on a computer network It is a number _ IP that could be blacklisted if you have high bounce rates or other factors Domain Name System DNS This allows the IP address to be translated to words It is much easier for us to remember a word than a series of numbers The same is true for email addresses It is the website name www com or email name server com DNS Name that could be blacklisted if you have high bounce rates or other factors 26 Page TEMPLATE MODIFICATION TUTORIAL ADDENDUM CKeditor is the template html editor used within the Mailer Application program The documentation and tutoria
19. ls of the editor can be read at http docs cksource com The CKeditor is a What You See Is What You Get WYSIWYG editor as defined in the Terminology section above This is used to describe a web editor interface that lets you design newsletter templates using buttons similar to those found in a word processor such as Microsoft Word Examples of buttons include bold italic using headings a button to insert images and more In the following template modification tutorial the CKeditor will be used in the image examples displayed Most of the examples will show the WYSIWYG display setting not the Source HTML setting As stated in the manual there are a number of html tutorials available online and one very popular recommended one is at http www w3schools com html if you have a desire to learn some html coding As a precursor will quickly show you the difference between the WYSIWYG display and the Source display The WYSIWYG display visually shows the template as one receiving it by email or viewing it in a web browser 27 Page Having trouble viewing this emad View it in your browser SKYWATER The Source display by clicking on the Source button in the upper left icon area visually shows the template in the html coding behind the page This coding normally includes tables cells image website links CSS styling and content text 28 Page GEE axes Mcos KA 5 ry AEA le gt
20. ng Templates in My templates sccsiccavavesasaceccos utavesasiduicednocosuewnadavantedreemoniaauiniowsmavecadesanahutenemeneceion 29 2 Modifying Templates in Campaigns sssessssssssesesrrrserreresrrrssrreresereessreresreeesseerese Error Bookmark not defined AUTORESPONDER TUTORIAL ADDENDUM ccccccccssseeccceeaeeeeceeeeaeeeeecesaeeeseeeseaeees Error Bookmark not defined Introduction IMPORTANT TO CREATE YOUR FIRST CAMPAIGN YOUR PROFILE ACCOUNT LISTS AND TEMPLATES MUST BE SET UP AND CREATED FIRST 2 Page Required order before creating your first campaign 1 2 3 4 Login with your email address and email password Set Account requirements Create at least one List Create or import at least one Template Create your first Campaign CUSTOMER AREA Please login Email Email Password Password Remember me Forgot password 1 THE DASHBOARD Once logged in your Dashboard will be displayed 3 Page CUSTOMER AREA 5 Joe Estates v Joe Estates Dashboard Ta ee Dashboard E tists lt Ata glance Zi Campaigns lt T Templates lt 0 Campaigns Api keys 0 segments Recent activity A Dashboard Title Bar The Title Bar at the top of the Dashboard is for quick links and your account settings CUSTOMER AREA amp Joe Estates 1 Customer Area icon is simply a home link available on any page to take CUSTOMER AREA you back to the Da
21. o be flagged as computer virus files You re better off using inline links in your email which you can then link to a hosted file When the user clicks the link they are given the option to download the file Not as streamlined as an email attachment but much more likely to allow the email to reach its full audience 25 Page Spam Score Checking finding out whether your subscribers actually got your email is important If they didn t why not Some EMSP s offer spam score utilities that help you determine the likelihood of your newsletter ending up in a spam box before you hit send Opt In or Unconfirmed Opt In When an e mail service provider requires an opt in process this means that e mail recipients have agreed to receive e mail advertising e mail marketing or e mail communication specifically from the company or individual sending e mails Double Opt In or Confirmed Opt In When an e mail service provider requires a double opt in process that means that e mail recipients have signed up to receive e mail advertising marketing or communications specifically from the company or individual sending e mails In addition these individuals have confirmed usually by clicking a link that they did indeed sign up to receive such e mail communication No Opt In Requirements Very few e mail service providers these days allow for e mail addresses to be imported without any opt in requirements Opt in requirements have been establi
22. oe Estates Create new campaign Deshboerd Campaigns Cres Dashboard im F i Cancel Bii z tat Create new campaign amp Campaigns z Campsign name ee tiny Campsigns Campaign 1 Reguler Choose v Groups List Se T Templates iii peT Personal Contacts 5 subscribers y Choose ad Apikeys AN Details Setup Template Confirmation Your new campaign can be seen on the campaign list Click on the Campaign name or the Pencil icon to the right to edit modify the campaign CUSTOMER AREA Joe Estates Your campaigns Dashboard gt Campaigns a Dashboard n i E tists lt ta Your campaigns x Campaigns Si Displaying 1 1 of t result Campaigns Campaign name Type Group List Segment Status Date added Send at Options Groups x v vl T Templates lt Campaign 1 Regular Personal Contacts Draft 11 21 14 3 24 PM 11 21 14 3 54 PM 4 Api keys 10 v 16 Page Click on the Pencil icon to go to the Setup page of this campaign CUSTOMER AREA TER Dashboard E tists i Campaigns Campaigns Groups T templates K Api keys Update campaign Dashboard Campaigns Campaign Update lt X Update campaign ii Campaign name Type Group Campaign 1 Regular Choose lt List Segment Personal Contacts 5 subscribers Choose H Details Setup Template Confirmation Done Note the Campaign Steps menu and the Save and next
23. oups View sll i View groups Name Campaigns count Date added Last updated Options No results found io w 20 Page Click on the Create new button type in Estates and click Save changes Repeat the process creating a Yachts group CUSTOMER AREA _ Joe Estates Create new campaign group E Create new campaign group Save changes Once complete click on the Groups link again to take you to the Groups view page You should see the two groups you created CUSTOMER AREA 3 loe Estates View groups Dashboard Campaigns Groups View all S View grou ps Menage campaiens Refresh Disptaying 1 2 of 2 results Name Campaigns count Date added Last updated Options o Yachts 0 11 25 14 11 47 AM 11 25 14 11 47 AM f Estates o 11 25 14 11 46 AM 11 25 14 11 47 AM 4 O E lt gt 21 Page At this point whether you create a new Campaign or to edit update an existing one you can assign the CUSTOMER AREA 2 loe Estates Update campaign Dashboard Campaigns Campaigni Update XM Update campaign Campaign name Campaign 1 Yachts 0 campaigns Estates 0 campaigns Segment Choose yi Details Setup Template Confirmation Done campaign to one of the groups created Simply choose from the Group dropdown box that group you would like to categorize that campaign with In this example Estates group If you click on Cam
24. our email address LIST_FIELDS SUBMIT_BUTTON Available taps iti pae Tt ik tpg a Tools box is used to import export and copy your list subscribers CSV and Text files will be most applicable to you while the database box is for more advanced users that do have their own MySQL databases Joe Estates List tools Dashboard E Lists El List tools Z Campsigns T Templates Apikeys Clicking on the Import box brings up a window to choose a list you have in CSV file format NOTE Excel documents may be saved in CSV format The window includes a link for a CSV file example 13 Page Import from CSV file Please note we only sccept valid CSV files that contain s header thet is the column nemes for the dats to be imported We also have s limit on the file size you sre allowed to upload that i5 10M6 The import process might fail with some of the files mainly becsuse these ere not correctly formatted or they contain invalid dats You should first do e test importin a test list end see if that goes es planned then do for your actual fist importent The CS file column names will be used to creete she list TAGS if s tag does not exist it wall be created You can elso click here to see a Cov file example File Browse No file selected Clicking on the Export box brings up a window to choose the Subscriber list you wish to export Simply choose a list click on e
25. paigns to see Your Campaigns list you will now be able to filter the view of your campaigns Below by choosing Yachts in the dropdown box 0 campaigns is listed thus no campaigns appear 22 Page CUSTOMER AREA Joe Estates Your campaigns Dashboard Campaigns View all Z Your campaigns Manage groups Date Campaign name Type Group List Segment Status added o L l eemper y L wW No results found a gt Below by choosing Estates in the dropdown box the Estate campaign appears in the Your campaigns list Again the purpose of the Groups link is to categorize and view your lists so that as your campaigns grow you will have a smaller list of campaigns to view CUSTOMER AREA Joe Estates Your campaigns Dashboard Campaigns View all Z Your campaigns Manage groups Displaying 1 1 of 1 result Date Campaign name Type Group List Segment Status adde ties M Campaign 1 Regular oe a Personal Draft 11 2 Contscts 3 24 lt gt C Templates gt Templates menu The first time you login in you will not have any templates in the My Templates area You can do one of three things create your own template upload your own template either created by another application or downloaded or import it from the provided Gallery 23 Page 1 MY TEMPLATES TEMPLATES gt MY TEMPLATES On first use this area is blank
26. r any new list you are creating you must create the list name before being able to add or upload any contacts lists you may have to import At this stage you are only concerned about creating the list name and the list criteria not adding or importing names 8 Page The create window requires you to input pertinent data such as General Data Defaults Notification settings and Company information needed for any campaign Joe Extates C reate new list Description Ostcut Name General Data Name of the list and your display name of the list if you want it different A summary description of your list Contact defaults would be those set in your Account Settings If you wish to change these for a certain list you would do so here Opt In or Opt Out type either single or double For example a double opt in is when a subscriber signs up on your website first opt in and then receives an email to confirm the registration A single opt in or opt out is when someone clicks to register or unregister and is immediately opted in or out without receiving an email that must be confirmed Notifications Whether you wish to receive email notifications of each opt in or opt out Keep in mind that you can login to your Dashboard to see the opt ins and opt outs Company Details Defaults would be those in your Account Settings As in the Contact information in the General Data above the Company Details
27. r list overview followed by Toots box followed by the Import box Fram file Browse No file selected Bulk ection from CSV file one email address per row end or sepersted by s comma From text Bulk ection from text eres one emel address per line and or separsted by e comma Action Choose For all the swascribers found in Se text ares tske this ection 11 Page Segmentation box you can segment your list with various criteria based on your custom list fields and on a high number of operators Segmentation will help you target a specific type of users when sending campaigns Custom Fields box Pages box and Forms box are for your website and visitor subscriber areas You have the ability to create customize and add these forms to your website for your site visitors to subscribe or unsubscribe You will not need much web building knowledge to apply these areas Below is the Custom Fields page You can create and customize the register subscribe fields for your website pages where visitors can fill out and they will be added to your list You can make multiple lists for not only contact type i e Broker Agent etc but for different products or services For example if you have clients interested in Real Estate and Yachts you can have them subscribe or unsubscribe to one the other or both CUSTOMER AREA Joe Estates List custom fields Dashboerd gt Usts Persone Contacts Dashboard Quick
28. r other by providing an email address e Unsubscribed Lists Lists of contacts that did not opt in sign up register or subscribe in giving out their contact information including email address These lists are normally acquired from government or public lists that have email addresses exposed or from websites that have been scraped It is critical that lists like these are verified and further have a clear Unsubscribe link with the email campaign e Purchased Lists Lists that have been bought from a company the includes contact information such as email addresses These are considered a form of an Unsubscribed List Sending a Purchased List also has a higher degree of blacklisting with Email Marketing Service Providers EMSP as the contacts may not only contact the sending person company but file a complaint with the EMSP If there are a number of complaints the EMSP will terminate the account e List Segmentation Send messages to subsets of your subscriber base to help establish a stronger connection via more relevant newsletters You can target subsets of your subscriber base and mail out promotions and offers based on demographics purchasing history geographic location and more e Attachments most EMSP s do not allow attachments for a simple reason they increase the probability of a given message being viewed as spam as a result the EMSP and your delivery rates may be affected Attachments can als
29. rhtor Yo dorm ias beer mcoessfi2iy sewed E ts E ansera Z Campaign template 1 Saran tnes mma aee gt Cimseigra Gro inline cas Minny Only claim tent Ants plein text T Sornidotna hac iM a Ny Xs Y ea yl A Acilays Content tis taza B source amp D amp amp ie amp amp Q tE ejna angam ag Brusxw n eve See ae Men ie o pooma onas one tore fh eus oe a 11 Bll roty 4 Deteds Setup Template Confirmation Done The Mailer Application uses the CKeditor which is a WYSIWYG a visual template builder You are encouraged to educate yourself on this editor in the Template area and on their website Without going into detail moving your cursor over each button will give you an information box of what it does Also if you are familiar with html coding you may click on the Source button to view modify paste code Content Available tags B Source gt o GBORHA XH BRB gt Qu eel sepeonnaseag B IUS R 9 Reese neil es Pl BOMSZOQ O Sies Format Font Wl siz A D X ak2 In this case we will choose the Change Select Template button above the editor Your My email templates will appear that you have in your templates page If more than one you will choose the template you want for this campaign 18 Page CUSTOMER AREA soc tztstes My email templates T Temptetes x 3 ES Single Asset SW Ests gt Gallery K Spikeys Snr
30. s for your marketing development CUSTOMER AREA iinetanies List overview z Overview ii v G Subscribers growth g Gj Campaigns growth oO t3 Gil Delivery vs Bounces g Gal Unsubscribe growth oO 2 B teeme t menens pee 10 Page Subscriber box you can manage your existing subscribers create update remove and also you can adjust your list depending on your subscribers For example you can add new custom fields or remove existing CUSTOMER AREA EA List subscribers DCaihboard Quick links E ists T Cempsigns B List subscribers j Templates Apikeys Found 0 subscribers Options Date edded tp eddress Status O choose Email First name Lest mame x Sorry but there are no subscribers to show right now The second icon on the upper right Bulk Action from Source is one of the most powerful features Allowing you to be able to match subscribers added here against the ones existing in the list and make a bulk action against them It will allow you to make one of the following actions Subscribe Unsubscribe or Delete Please note this is not the list import ability for list import go to your list overview followed by Tools box followed by the Import box Bulk action from source Match the subscribers edded here against the ones easting in the fist and make e bulk ection apsinst them Please note this is not the list import ability for ist import go to you
31. shboard 2 Collapse icon hides the left menu to give you more workspace in the main body 3 Account Usage icon gives you a quick summary of your Lists Campaigns and 9 Su bscribe rs Account usage Sending quota a a Sending quota 0 or b E Lists ma 0 0 C Campaigns Subscribers 0 0 Refresh 4 Page d Subscribers 4 Your name in the upper right has two links one to your My Account settings and the other Logout 5 Joe Estates My Account Logout a Logout It is important that if you are using an office computer or a public computer that you log out of your account or your account profile email password and other private information such as all customer information would be at risk b My Account Has two tabs each are very important information that is used for your templates and the Campaigns you create Without some of this information you will not be able to finish building a campaign which goes without saying you will not be able to send a campaign i Profile tab Includes First name Last name Email Password Timezone Language and a Browse button so that you can upload an image of yourself You must use your email address and assigned password that matches your email password CUSTOMER AREA Joe Estates Account info Dashboard gt Account gt Update Dashboard E Profile S company E Lists lt First name Last name Xi Campaigns Joe Estates
32. shed to reduce SPAM mail and e mail abuse List Verification A process that verifies that email addresses exist If a server does not respond or returns an email address does not exist it is called a bounce The higher a bounce rate the higher probability of your email address being blacklisted Blacklist A list of known or suspected spammers There are a number of ways one can be blacklisted DNS Web site email address IP address number assigned to your devices are the more evident ones What is important to understand here is that while your individual computer cannot be tracked the IP Address see below your internet service provider assigns you can be blacklisted For example if you send high bounce bulk email out from your home your provided IP Address from ATT amp T Verizon or other could become blacklisted Not only will your email to your particular list not get through but ANY email you send out from your home could be prevented from getting out and for anyone residing there Spam Triggers There are a number of other factors such as subject line words use of emphasis exclamation body context words trigger words such as free for sale discounts that are considered off limits or dangerous For more information on trigger words see the following website that has some not all spam trigger words http webmarketingtoday com articles spamfilter_phrases You do not have to memorize this list it is a
33. toresponse email with an email personalized even further as in the following example Dear FNAME thank you for your inquiry concerning CONTACT REASON your PROPERTY_ TYPE The output they would see upon receipt Dear Lisa thank you for your inquiry concerning selling your condo Replace Key Information Tags also offer an easier way to make changes to all of your templates simply by replacing key information with a tag For example if your name is Elizabeth Jones in your Account Profile instead of typing in Elizabeth Jones in all of your templates you can add the tag LIST FROM NAME The tag will pull in your first and last name The great thing about this is if you had 30 50 100 or more templates and they all needed your name changed all that would be needed is to change your profile name as an example Elizabeth changed to Liz would change all templates How convenient is that For example the following shows the standard text in the template being used in this manual which is fine if you had a handful of customized templates in your Templates area However what if you eventually have 30 40 or over 50 different templates and you changed your phone number or your company moved to another location You would have to change the information in every template in your Templates gt My Templates 31 Page Contact Joe Estates Skywater Estates Inc www skywaterqroup com SKYWATER GROUP LLC 954 123 4
34. xport and save it to a location on your computer CUSTOMER AREA Joe Estates Export subscribers Dashbosrd gt Lists Personal Contacts cov Spar Dashboard a The export process will start shortly B au While the export is renning it is recommended you leave this page as it is snd wait for the export to finish The exporter nuns in besches of 500 subscribers per file with s pause of 1 seconds between the batches therefore the export process might teke s while depending on your Sst size end number of subscribers to export This is a tedious procesa 20 sit tight end wait for it to finish T Cempsigns T Templates CSV export progress Apikeys From a totel of O subscribers so far 0 have been processed O successfully end O with errors 0 completed Your list has ho subscribers to export Your list hes mo aubscribers tp export 2 TOOLS LISTS gt TOOLS MENU CUSTOMER AREA Joe Estates Tools Deshbosrd Lists Dashboard E Lists e E Tools tists Tools Z Campaigns T Templstes lt Apikeys 14 Page i Sync Subscribers box Sync lists Primary list Personal Contects Secondery fist Personal Contacts Action on missing subscribers Do nothing What actions to teke when s subscriber is found in the primary list but not in the secondary list Action on cuplicete subscribers Do nothing What actions to teke when seme subscriber is found im both lists Action when
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