Home

SMART platform User Manual Version 2

1. cccccccccssescecccseeeeececesseeseeeesseeeseeeees 47 Sake oe EEE EE EN eer ae 48 Manage Account Contact Details rrrrnnnnnnnrrnnnnnnnornnnnnnnernnnnrnnnnsssnnnnnnnssnnnnnnnennnnn 48 Manage Account SMS CreditS rrrrnnnnnrrnnnnnnnrrnnrnnnnrrnnnnnnnnrnnnnrnnnnsssnnnnnnnssnnsnnnnssnnnn 49 Manage Account INVOICE History rrrrnernnrnnnernnernnnernnnennnennnnennnernnnennnevennvnnnsvnnnener 50 Manage Account Sign Up FOrms rrrrnrrvnerrnnernnernnnernnnennnennnnvnnnernnnennnevennvnnnevnnnener 51 Drafting a NEW TONT rerien irnn E EE E E 51 Creating a Web Registration Form sssssssessssserressssrrsssssresssssrrreresseerees 52 Generate Webform URL sssssssessssesesssssrrrsssserressssresssssreesssseerresseeeree 53 Edit Web Registration FOrm cccccsssssseeceeeesscececcueseeeeeseeaeeeeeeeseenseeeees 54 Edit FOr DELIS socransssensvernaanersesarsonueycnaaetdoniurat trends mratseaansberdineereananint 55 Member Login Options c ccssscccccceesscccceeessecceeeeeseeceeseeeseeeessueeeeeees 55 Member Area Options cccccccsssccccssececeesececeeseceeeeeeceeseeeceeseeeseesseesesees 56 Form seguente OPNING 57 Edit FOM ae RE EE 58 Add new form item rerrrnnnnnnnnnrnnrrnnnnnsrnnnnnnernnnnnnnssrnnnnnnsssnnnnnnnnnssvnnnnnnnssne 59 create Vour Tonm KN 60 page 3 of 61 3 SMART platform dmpactdata ESS Impact Data Home Welcome Screen Orientation Product Switcher Allows you to sw
2. default default i default A default 1 default default default default default default default default default default default Headings These settings configure the text and colours for any Headings on your page These are generally made to be bolder or larger than the rest of the text on your page Links Any links which appear in your form will appear as per this formatting You can insert links when you create your form You will notice at the bottom of the page some Advanced skinning options Your web developer or graphic design team can use these fields if required They are not however necessary to complete your form Once you are happy with your Skin click on Save Changes page 61 of 61
3. mpactdata SMART platform User Manual Version 2 impactdata SMART platform Table of Contents TREN 2 WAN De SEG ETE ENE EEA E EAE EAA iE 4 Welcome Screen Orientation ccccccsssccccsssececesececeeeececseeeceeeeneceeseneeeeseneeeeeeeeesees 4 SMART Menu Lasser poindeantencusnairennedcsasdehebedviascasuantan neh canboiivenereduantaneeantt 5 Me 6 Register Contact Single ENT Y ssscicececesiscdesacicniescnmictecssneseeieadeantdesossnneabraaisseeebnorsevibees 6 Register Contact Bulk REgiStratiOns cccccccsssccccsssceceeeceesenseceeeeeeeeseeeesseeeeeeees 7 Staff Database Add New Staff MeEMbeP cccccssccccssseceeesseceeeeseceeseeeeeeseeecesseeeeess 9 Staff Database Manage Staff GroupsS rrrrrrnnnnnnrnnnnnrrnnnnnrrnnnnnnrnnnnnnernnnnnernnnnssennnnee 10 omme MENU seroit sanh aeren EAE ETE E 11 Composing your EMMA Lavard 11 COMPOSING VOUF SIVIS Lure E ERRES 18 Communicate Send Email SMS or Mailing Labels rrannrrnnnnnrrnnnnrrrnnnnnnernnnnnsrnnnn 19 Send a communication by searching for recipients ccccseeceeeeeeeeeees 20 Send a communication by selecting recipients rrrrrrrrnnnnrrrnnnnnrrnnnnnnrne 21 Send a communication to all contacts rrrnnrrnnnnnrrnnnnrrrnnnnrrrnnnnnrrnnnnneene 23 Send a communication to staff rrrrnnrnrnnnnrrnnnnnrrnnnnnrrrnnnnrrnnnnnernrnnneene 23 Send a communication by pasting in contactS rrrnrrrrnnnnrrrrnnrrrnnnnnnnene 24 Send a comm
4. If you remove it you can add your own later if you wish Member Login Options This section allows customers to enter into your Web Galley Update their details or Opt Out from your database It is not required that you format this section if you are not using your Member area Login Options click here to expand collapse 777 When a users log in f i oi amp Display the member area page Display the form with the user s details loaded for editing Login Heading HTML valid Fale NE SNE EE 7 a Login Message HTML valid Log in here to update your details Allow Update Without Login eo F L e Login Screen Heading The heading as it appears at the top of the Member Log In option on your web form You may use HTML to customise this text if you MISNh Inline OLIV O On page 55 of 61 impactdata Member Area Contacts can cancel or update their information stored in your account Only the fields on your configured web form will appear Log in to view Web Gallery Member Area Heading Upon log in to a form the contact may be presented with either a Member area offering members access only links or they can be directed straight to the Web Registration form with their details pre loaded for editing Member Display Options Select options to display upon a member login Properties Edit Page Properties Edit Edit
5. Trainer Name fav colour new question Step 2 When you are happy with your question selection Click this button to save the file on your computer Download Excel File Step 3 Type or copy and paste your data into the file and save it on your computer Step 4 Use the browse button to find and select the file Once selected dick the upload butten to finish Step 1 Select the questions you wish to have in your file by selecting them from the displayed list Step 2 Click on Download spreadsheet to download the contacts spreadsheet NOTE Please do not make any alterations to the format of the spreadsheet or else your data upload will fail Complete the details of customers in the pre set columns Your selected database fields will be represented here Place a mark in the required field i e x to assign a contact to a field Step 3 Once the sheet is complete max 1000 entries save the file to your computer as Excel Spreadsheet 07 2003 format Step 4 Click Browse and locate the document off your computer then Upload EN 7 of 61 5 SMART platform Ampactdato Upon completion of your database upload you will be provided with a database upload report as follows Summary Report Upload Results Existing Customers 1 100 Report Results Key Upload Results Key Statistics detailing the fi new Customers results of your upload fl Existing Customers H Pending Customers fi insufficient Data GE insufficient Dat
6. hussy 1 Members Staff members assigned to a group can be viewed here Add A New Staff Group Group Members Group Members Change Name Delete Change Name Delete Edit Delete Existing groups can be modified or deleted ee a 10 of 61 mpactdata Recipient Count SMART platform Communicate Menu Composing your Email The Email editor is similar to using Microsoft Word You have the option of constructing your email on screen choosing a pre made draft or pasting HTML directly into the composer window Customer Profile Link Subject Merge Field Subject Line Number of recipients your Customer profile link A merge field can The email s subject email will be sent to settings can be changed be inserted in the line can be edited here d subject line here here 4 E y L s Create Email v f N 17 recipients 1 Dratts and automatic saves Your search found 17 contacts i This area allows you to load a ER NEVE i Fi draft email or email I a Stationery Drafts and Automatic Saves click here to expand collapse 1 H template Emails can also be 1 K retrieved from the Customer Profile Link Options click here to expand collapse p automatic saves section p 2 Email Header and Footer Options click here to expand collapse p EF e 7 1 Header and Footer Options Insert Merge Field in Subject
7. i e November or on a specific day i e 12 Additional features available for SMS sends only Send to New Contacts Select contacts who have not yet received a communication FA 19 of 61 impactdata SMART platform Send a communication by searching for recipients Communicate gt Send a promotion or Campaign now gt Send Email Send SMS Create Mailing Labels gt Search for Recipients Choosing Search for recipients will direct you to a Search profile page where you can select from categories to define the recipients of the communication Send Email Search Profile Step Description Step 1 Navigate to Communicate gt Send a Promotion or campaign now gt Send An Email gt Search for Recipients Step 2 Select the Profile criteria you wish to send to Step 3 Click on the Continue Button Step 4 Compose your message and send Send SMS Search Profile Step Description Step 1 Navigate to Communicate gt Send a Promotion or campaign now gt Send An SMS gt Search for Recipients Step 2 Select the Profile criteria you wish to send to Step 3 Click on the Continue Button Step 4 Compose your message and send Create Mailing Labels Search Profile Step Description Step 1 Navigate to Communicate gt Send a Promotion or campaign now gt Create Mailing Labels gt Search for Recipients Step 2 Select the Profile criteria you wish to send to Step 3 Click on the Continue Button Step 4 Selec
8. Form Submit button Vertical Gap Vertical Gap insert for spacing Refer a Friend Refer a friend boxes for referral campaign ee 59 of 61 mpactdata Page Content Align This will align the content of your page You can choose to either center your form in the middle of a page to the left or to the right Margins This is the padding around your form to the left and top of it The high the number the more your form will be pushed to the right of the page and further down the page SMART platform Create your form Skin Manage Account gt Manage Public Pages amp Skins Create a skin to use on a web registration form Step 1 Give your new skin a description and click on Create New Skin Manage Public Pages and Skins Create a new skin denotes required field Description SignUpForm Create New Skin Step 2 Select the settings for your skin Enter skin settings Description SignUpForm Page Content Align center T Page Content Left Margin in pixels 10 antent Top Margin in pixels 10 Page Content Width in pixels 700 Header Image URL http Header Image Align default Page Content Width This is the width in pixels that your form can spread over a page Heading Image Align This will align the heading image you have placed on your form denotes required field Upload Image Heading Image URL Click on Upload Image to upload a
9. Gender Answer Text Broken into the answers as present in your account this details how many 2 people are flagged into the 1 Female 57 2 Male 96 1 3 Not Spec ified 7 answers in your database You may search the demographics section to return answers only on portions of your database such as for instance only viewing graphs listing information provided by the Females in your account or by any other question you deem from your question list Please note only one level of searching applies To do this scroll to below the last graph in the demographics section of your account Select the question you would like to define as the filter and then click on Get Graphs Refine your graph selection Select a survey response below to return statistics for those people who have preferenced your selection For Example Choosing 18 21 from Age will retum your database statistics based on the contacts in your database who are between the ages of 18 amp 21 When the graphs refresh the information presented will only be representative of the category of people you selected page 46 of 61 mpactdata Reports and Results SMS Delivery Times Reports and Results gt Current SMS Delivery Times This page is designed to help you troubleshoot SMS delivery should you not receive an SMS to one particular handset The average delivery times by different mobile carriers can be viewed in your SMART account here Please note th
10. Mame Mobile No Home Phone Po st Groups ssesde Add To Staff Groupts L Bar Tenders 2 Staff members can be allocated to different groups This allows for easy categorization Please refer to Manage Staff Groups for more information lbussy 1 You can easily include staff members in communications meant for regular contacts just by checking the Include all valid staff recipients box when sending an email or SMS Checking this box will send your communication to all staff regardless of the group they are categorized in Preview Email send Email Edit Email 3 recipients You selected 1 contact to receive this Email Include all valid staff recipients 2 found LJ Exclude all contacts with mobile numbers 1 found Send SMS Compose 9 recipients Your search found 9 contacts Include all valid staff recipients 2 found Exclude all contacts with email addresses 7 found EAN 9 of 61 mpactdata Add New Group New groups can be created here _ Current Groups Pee Existing staff groups are displayed here SMART platform Staff Database Manage Staff Groups Manage Database gt Staff Database gt Manage staff groups Your SMART account gives you the ability to manage create edit and delete staff groups Once a group is created you may add staff members to it Manage Staff Groups Current Staff Groups Name members Sar Tenders 2
11. Set up with EE Select the default questions you would like on your form _ Felde canbeadded Two Pages Contact Details and Profile Questions Import from Old Registration Link removed after creation a Create new Form Selecting this option creates a Available Forms ID Description Created Last Updated Generate URL templates form with the above chosen form fields 4645 Website Signup 2 12 20094 29pm 23 8 20101 56pm Generate URL Available Forms Display of forms created in the past se P je Generate URL Edit 2 Delete F Generate the URL for the Allows you to edit Delete the selected Deleted Forms 7 generated form This URL can the selected form form Forms which have been be used on websites or in previously deleted can be emails restored ee 52 of 61 gt SMART platform impactdata Generate Webform URL The Generate URL option generates a pre determined URL where your webform is hosted Generate URL Generate URD ememenamns Generate URL for Register with login option Importantly selection can be made as to the URL inclusions i e New If displaying login option login users by mobile or email Registration Only Member URL for the page Log in with registration or https securel impactdata com au ContactDirect modules Member log in only ra feforms form asp utilityCode THT
12. a communication by Birthday Month or Day manual Communicate gt Send a promotion or Campaign now gt Send Email gt Send by Birthday Communicate gt Send a promotion or Campaign now gt Send SMS gt Send by Birthday This option allows for you to search for people with a birthday in a set month January December This is a manual birthday option please refer to Birthday Messaging for an automated Birthday communication Send Email Send by Birthday Step Description Step 1 Navigate to Communicate gt Send a Promotion or campaign now gt Send An Email gt Send by Birthday Step 2 Select the month of birth you wish to send by Step 3 Select the dates in the month you wish to select If you wish to search for people who were born on any day during the month leave the boxes unchecked Step 4 Click search and then compose your message and send Send SMS Send by Birthday Step Description Step 1 Navigate to Communicate gt Send a Promotion or campaign now gt Send An SMS gt Send by Birthday Step 2 Select the month of birth you wish to send by Step 3 Select the dates in the month you wish to select If you wish to search for people who were born on any day during the month leave the boxes unchecked Step 4 Click search and then compose your message and send Create Mailing Labels Send by Birthday Step Description Step 1 Navigate to Communicate gt Send a Promotion or campaign now gt Create Mailing Labels
13. edit an individual form field simply mouse over the desired field and then click on the spanner icon which will appear upon mouse over The following form options will appear Edit Item Type of Item Contact Detail Field Item Description Style click here to expand collspse Item Field Style click here to expand collapse Contact Detail State Province Region Help Popup Contents click here to expand collapse Description __ Description State Province Region The form name as the public will see Use Double Entry Validation Required Display description above field F Read Only Use Double Entry Validation If selected the field will appear twice Contacts must enter the same details into each field in order to successful complete the form Item Description Style Change the question text formatting Required for this fjeld Make a form field mandatory for ort pe completion Item Field Style Change the answer formatting for this field Help Popup Contents Inserts a help icon next to the field within the form Insert the Help text here Note the help Icon cannot be Read Only changed Upon presenting members with their existing stored details in this form B Display above field Display the answers to the question below the question text instead of the default side by side check this to ensure the member cannot change their details in thi
14. first name i Header and footer settings can be changed here Header The email header can be viewed here This will typically be a link to allow recipients to view their email as a web page Tools A range of editing tools is available to help you create your email Compose You may insert text and imagesinthisareato create your email Footer The email footer can be viewed here This contains TG information about the sender and will also allow the recipient to unsubscribe from the mailing list Text Editing Tools Undo Redo Links Images PDFs Tables tems indenting and Lists LS JS gt Le tm Lo Lo Blej ARRA Merge Field Paragraph Style Font Name and Size my a Normal v Times New Roman Tmeeen toe FOS BL ssa aww This email was sent to emailAddress by Impact Data UNSUBSCRIBE PRIVACY POLICY CONTACT SENDER Powered by Impact Data Preview amp Send ee o 11 of 61 gt SMART platform impactdata Recipient Count Create Email 4 recipients Your search found 17 contacts This displays the number of recipients your email will be sent to Stationery and Drafts This contains your email stationery and any draft emails you have composed To expand this selection click on the grey shadow box stationery Drafts and Automatic Saves relict here to expand collapse Please select stationery email drafts or automatic saves before composing
15. from your database D E 4 z F E Blue Line Number of contacts remaining at the end of each month Month Year Month Year Number Joined Number Opted Out Total At End Month February 2008 197 U 197 March 2005 3 1 199 April 20058 5 1 A May 005 4 1 ZU June agoa 3 1 205 July 005 5 0 214 August 005 1 g 206 October 2008 1 B 199 February 2009 1 z202 March aua 7 0 204 september 20098 0 1 z208 Movember 2009 1 1 204 January 2010 1 0 210 Paal mile Totals 231 ee o 44 of 61 SMART platform Reports and Results Customer Statistics amp Postcode Reports and Results gt Customer Statistics gt Postcode Results This section of your account allows you to see an overview of how your contacts are geographically spread You can easily identify the locality where most of your contacts mpactdata reside Postcode Results Minimum waxraim postcodes to display per page Select the number of postcodes to display per page Fields Sort the displayed results by these fields by clicking on the field name Postcode Percentage Customers State 3806 3805 3977 3807 3810 3782 3812 3802 3804 3803 3978 3814 3842 3931 3976 3028 3067 3131 3148 3149 30 48 185 5 71 3 33 3 33 2 38 1 43 0 95 0 95 0 48 0 48 0 48 0 48 0 48 0 48 0 48 0 48 0 48 0 48 0 48 64 39 12 PR Ow eo 7 20 vi VIC VIC VIC VIC VIC VIC VIC VIC VIC VIC VIC VIC
16. gt Send An Email gt Send to All Step 2 Compose your message and send Send SMS Send to All Step Description Step 1 Navigate to Communicate gt Send a Promotion or campaign now gt Send An SMS gt Send to All Step 2 Compose your message and send Create Mailing Labels Send to All Step Description Step 1 Navigate to Communicate gt Send a Promotion or campaign now gt Create Mailing Labels gt Send to All Step 2 Select the type of labels you would like to produce or download the database file Send a communication to staff Communicate gt Send a promotion or Campaign now gt Send Email Send SMS gt Send to Staff You may send the communication to staff in your database as registered in your SMART account via Manage Database gt Staff Database Send Email Send to Staff Step Description Step 1 Navigate to Communicate gt Send a Promotion or campaign now gt Send An Email gt Send to Staff Step 2 Select the individual staff or staff group you want to send to Step 3 Compose your message and send Send SMS Send to Staff Step Description Step 1 Navigate to Communicate gt Send a Promotion or campaign now gt Send An SMS gt Send to Staff Step 2 Select the individual staff or staff group you want to send to Step 3 Compose your message and send ee 23 of 61 mpactdata SMART platform Send a communication by pasting in contacts Communicate gt Send a promotion or Campai
17. gt Send by Birthday Step 2 Select the month of birth you wish to send by Step 3 Select the dates in the month you wish to select If you wish to search for people who were born on any day during the month leave the boxes unchecked Step 4 Select the type of labels you would like to produce or download the database file Send a SMS to new contacts Manual Welcome SMS Communicate gt Send a promotion or Campaign now gt Send SMS gt Send to new contacts These options allow you to send an SMS to recipients who have not received an SMS through this menu function previously Send SMS Send to new contacts Step Description Step 1 Navigate to Communicate gt Send a Promotion or campaign now gt Send An SMS gt Send to new contacts Step 2 Compose your message and send ee 25 of 61 mpactdata SMART platform Send a communication by Upcoming Birthday Communicate gt Send a promotion or Campaign now gt Send Email gt Send by Upcoming Birthday Communicate gt Send a promotion or Campaign now gt Send SMS gt Send by Upcoming Birthday This option allows for you to search for people with a birthday of a certain age approaching i e all people with a 21 birthday approaching or all people with a 50 birthday approaching Send Email Send by Upcoming Birthday Step Description Step 1 Navigate to Communicate gt Send a Promotion or campaign now gt Send An Email gt Search for Upcoming Birthday Step
18. the name of the anchor and press apply Once the anchor has been added to the email it will be available to select in the Insert Link menu Insert Image PDF z Image Manager Google Chrome moddes Er Organised into folders the image manager allows you to upload images from your computer into your email When you click on the image manager a pop up window will appear To use a new image from your computer just click on the Browse button and select your image from your computer Insert Link to PDF ImagesResized m move file folder to 4 b File Properties https secure1 impactdata com au ContactDirect uploads 274 Click here to view pdf Apply PDF documents can also be uploaded through the Image manager and then inserted in your email To insert a link to a PDF document select the PDF and under File Properties you may change the wording of the link to your liking for e g Click here to view PDF Click on Apply to insert the link in your email It will then appear in your email as below page 15 of 61 SMART platform impactdata KE R Merge Held Paragraph style Fort M Tie Click here to view pdf Clicking on the link will open up a new window to view the PDF document Insert Image from Web Gallery This function will open up the Web Gallery popup The first thing you will see is a list of your Web Gallery folders Navigate through the folder by using the left and right arrows underneath the th
19. this form page _ _ Change Submit Action Upon submitting this page select the next page to appear 5 Default Success Page SMART platform Member Area Options Example Member Area example no formatting Welcome Please make your selection below Cancel Membership Update your details and preferences Livs Web Gallery Member Area allows you to edit the area your members will see upon login Member Area Options click here to expand collapse aes Member Area Heading HTML valid Member Area Message HTML valid Show Cancel Membership option in member area Show Update Details option in member area Show Member Links in member area Cancel Membership option description Cancel Membership Update Details option description Update your details and Member Links description Visit member links Form Sequence Click on the Edit button to change the elements in your form such as removing or adding additional questions Click on Change Submit Action to change the page your form goes to when your customers have successfully completed the form Form Sequence _ Change Success Page Change the page which appears upon successful completion of this form Heading NewMemberForm properties Default success page 7 change a te g y Hm oS earr ft NN POPP RED E AFT EP T CE D change initial page Add New Form Page Add an additional page to the form sequence
20. your email Changes will be lost Load Automatic Save Mone w Load Stationery Mone 2 Load Email Draft va suv 1 1 Referral Email dast modified 23 10 2009 10 47am Email Drath 1 Seed Email last modified 23 10 2009 10 45am Email Draft 1 1 Dinner Offer last modified 94 202009 2 27 pm Email Draft Automatic Save The system automatically makes backups of your emails periodically while you are composing it You may retrieve an older version of your email from this list Stationery Email templates preloaded by Impact Data in your account can be found here These are typically used as a base for creating your email before being sent Email Draft Here you can access emails which you have previously saved You may send these emails right away or modify them if required Content Library Content Library telick here to expand collapse smartrestaurant Celebrations Notifications Scheduled Notifications Meal Specials If applicable this section displays pre created email content which has been loaded into your account by Impact Data Emails in the section can be loaded and sent right away or can be modified if required To expand and explore this content simply click on the Grey Shadow Box page 12 of 61 SMART platform impactdata mf FO DOG Customer Profile Link Options Customer Profile Link Options click here to expand collapse Referral Campaign Set to Referral Campaign F Select a Ref
21. your email and the HTML code HTML can be directly pasted into this view Clear Content ME a 17 of 61 SMART platform impactdata This function will allow you to clear everything in the email editor and start again from scratch A warning will appear prior to removing the content Composing your SMS The SMS composition page allows you to you to send an SMS by either choosing a pre made template or typing a new SMS in from scratch Recipient Count on ji This shows you how many Excmag Sj Tr vr people will receive your SMS save re pe gl dd You may also choose to add Staff to a Me COMES Nan to your SMS recipients email address Sender N K If you have multiple sender fields you may choose who your SMS is sent from with this drop down box N Text Field ee Type your SMS text OS into this box SMS Samples a A library of SMS samples which allow you to copy and paste from promotions with proven SUCCESS 43 recipients Your search found 172 contacts 43 of these are able to receive SMS valid mobile oh one numbers and not reached weekly SMS limit I I P Include all valid staff recipients 0 found we dg E Exclude all contacts with email addresses 43 foun d p 7 a Merge Fields pa ImpactData firstname v None N 127 Characters Remaining N Message text On This Day Opt Out You must allow your customers to Opt Out from your communications This text is automa
22. 2 Enter the age of the birthday i e 21 Enter the date range that is turning 21 in 1 4 weeks etc Step 3 Click search and then compose your message and send Send SMS Send by Upcoming Birthday Step Description Step 1 Navigate to Communicate gt Send a Promotion or campaign now gt Send An SMS gt Search for Upcoming Birthday Step 2 Enter the age of the birthday i e 21 Enter the date range that is turning 21 in 1 4 weeks etc Step 3 Click search and then compose your message and send ee 26 of 61 impactdata SMART platform Scheduling Promotions Communicate gt Schedule a Promotion gt Scheduling gt Schedule Email Communicate gt Schedule a Promotion gt Scheduling gt Schedule SMS This option allows for you to schedule email and SMS communications up to a year in advance When scheduling a communication once a date and time is selected the message is prepared in the same way as a live message i e composed from scratch or loaded from a template See Composing your Email SMS Recipients of scheduled messages are determined using the same search functions as live messages See Communicate Send Email SMS or Mailing Labels for an overview of search methods Once the message is scheduled to go no further action is required from the user Schedule Email Step Description Step 1 Navigate to Communicate gt Schedule a Promotion gt Scheduling gt Schedule Email Step 2 Select t
23. 6 JB50 E Quantity EE Sub Total 27 00 E Processing Fee 150 est s2 Order Total 31 35 Choose Payment Method Purchase the messages as displayed above by entering your credit card details I EE Name on Your Credit Card Expiry Date month OR Purchase the messages as displayed above and pay on invoice Clear Process Payment ee 49 of 61 mpactdata View Invoice Click to view print tax invoice Status g The status of the invoices raised are displayed here Click to pay an outstanding invoice SMART platform Manage Account Invoice History Manage Account gt View Invoice History A history and status of all your invoices can be viewed here A total of all the invoices is also displayed in th Invoice History View Invoice Statement is section Click on the invoice number on the left to view print invoice Date 30 08 2010 M 05 07 2010 Details 17753 5MS messages smart venue monthly subscription period 11 8 2010 10 9 2010 0 smar venue monthly subscription period 1177 2010 10 8 2010 07 06 2010 A41933 AFAI o _ 04 06 2010 E5259 10 7 2010 smart venue account activation fee Total Pay Outstanding Invoice Total inc GST 4 07 unpaid 110 00 paid 2 110 00 paid 110 00 paid 1094 50 FLG oe Tot
24. 8034L44t2D27416 f 39AC1653013254AC amp 1i true amp lsso 1C45BD0D8BC67934 P Display Login Option z The security level of the HTML link to the page member login area Options are lt a href https securel impactdata com au listed below ContactDirect modules cforms me form asp utilityCode 7HT8034L4 2D2741 amp pa FHS 9401 6543013754804 1 iSeries URL HTML 77 To view your form simply HTML link to open the page in a new window pastes the URL into a web page lt a href https securel impactdata com au You may insert the form onto ContactDirect modules cforms your website by using the forms form asp utilityCode 7HT8034L4 2D2741 amp generated here f 39AC1653013754ACA1i trueslasn 1C45RDONDARCATII4 7 HTML URL for the Referral Campaign TestForkate https securel impactdata com au ContactDirect modules cforms form asp utilityCode 7BT8034L4 2D27416 FHS 9401 AS30171 S254 41 1 trnueklssn 10C45RDNODABCATYAJ4AK Referral Campaign Should your web form be connected to a referral campaign select which referral campaign and select this URL for insertion into your website Login Option Definition Mobile or Email Contacts need only to present either their valid mobile number or email address to access member options mobile or email and Contacts are required to provide their mobile or email password address and the registered password on their profile to access member options mobile or email an
25. RT platform Manage Database Menu Register Contact Single Entry Manage Database gt Register Contacts gt Single Entry This page allows you to add an individual contact to your database Included on this page are the personal details of a contact as well as preference information Personal Details are contained in the top section of the sign up page You must provide at least one piece of contact information such as postal address email or mobile phone number in this section to successfully add a contact Title v First Name Last Name Gender OM OF Date Of Birth Contact Details dd mm yyyy d EE Ea ei You must include at least one Mobile No piece of contact information on Street Address your new member form Suburb Postcode Country Australia v State Province Victoria v Region Home Phone Work Title Company Name ke Member Number Work Phone This field should be used for a Work Fac LP eee dere member if they have an ey alternative database management system POS This Password field can help identify customers Email for purposes of VIP cards receive SMS V receive email V receive mail purchase history etc Auto Opt Out dd mm yyyy Number of SMS to be received each week 6 v NS S 7 G x N S Number of SMS to be received each week EN Receive Method Allows you to limit the number of SMS a s Your customers can choose how they would like
26. To those recipients who did not have a bounced email This functionality gives you the freedom to further communicate with chosen parties Help Here Stem Logcui Display Results Allows you to choose what fields are displayed in the search results which allow you to search across that text for chosen words DEG characters or letters a a a a a a P Tracking Information g Allows for the list of recipients to be searched via set criteria such as links clicked or email opens as discussed above Actions Allows actions to be performed to the resulting people You may Send them an email an SMS ora letter or you may export them or delete them from your database Search Results Displays your affected people Before filtering the first screen when entering will show the total list of recipients 7 Becton roe Fleet nam Email Recplents EE Mis i Emral Dr Dispi Dpieni 261 ten boa iii Trackursg biii Sumch OJpbdr Gas nett sete Es Teaclorng HANE Lee benet smil rye lara opti Chow al eecpiens Show recipienti whe opsrsd dhe ered Shore tecipien who didnt open the ari Slew ezigni whe brearded Bus ead Show einen who deiat ermar Bos era Era irske de dent check lek Ha riks sere und 6 Gas ped cet br chs mad l eth eli Borr reka whe driat bounce Sy bed ig PAR he biei lia darth et el eure brae bars pele frk E barh hep Lee ne eke fear 4 ma nen z Ac Tce beet d ren Sore
27. VIC VIC VIC VIC VIC VIC VIC VIC Displaying 1 20 of 26 total postcodes lt 4 2 2 Locality BERWICK HARKAWAY FOUNTAIN GATE NARRE WARREN NARRE WARREN SOUTH CANNONS CREEK CRANBOURNE CRANBOURNE EAST CRANBOURNE NORTH CRANBOURNE SOUTH CRANBOURNE WEST DEVON MEADOWS FIVE WAYS JUNCTION VILLAGE SKYE TOORADIN NORTH BEACONSFIELD GUYS HILL PAKENHAM PAKENHAM SOUTH PAKENHAM UPPER RYTHDALE TOOMUC VALLEY AVONSLEIGH CLEMATIS EMERALD MACCLESFIELD MARYKNOLL NAR NAR GOON NAR NAR GOON NORTH ENDEAVOUR HILLS NARRE WARREN EAST NARRE WARREN NORTH HALLAM CARDINIA CLYDE CLYDE NORTH CORA LYNN GARFIELD GARFIELD NORTH VERVALE CHURCHILL MORNINGTON HAMPTON PARK ALTONA MEADOWS LAVERTON SEABROOK ABBOTSFORD BRENTFORD SQUARE FOREST HILL NUNAWADING CHADSTONE CHADSTONE CENTRE HOLMESGLEN MOUNT WAVERLEY PINEWOOD SYNDAL 45 of 61 ampactda ta Question Text As per your personal question set 2 SMART platform Reports and Results Customer Statistics amp Demographics Reports and Results gt Customer Statistics gt Demographics The demographics section of your account allows you to see an overall picture on the details you have captured on your database This section will display a graphical representation of the data you have collected on your customers for each question in your account which has a multiple choice answer Below are your database statistics for all contacts aie as
28. You may choose the send out communications on the day itself or schedule it to go a few days prior Set a New Birthday Email Message Create Birthday Email Back to all birthday email messages Birthday Email Scheduling details click here to expand collapse H Birthday Email active Send email 1 days before contact s birthday 0 for on the birthday Send time 12 00 Step Description Step 1 Navigate to Communicate gt Schedule a Promotion gt Schedule Birthday Message gt Email Step 2 Click on Add New Birthday Email Message Step 3 Ensure that the Birthday Email Active checkbox is ticked Step 4 Set the day and time on which you would like the birthday message to be sent Step 5 Compose Load your email See Composing your Email SMS for more information Step 6 Click on Save to preview your email Step 7 Click on Save Birthday Email to finalise your communication Set a New Birthday Email SMS Send message in advance Send message 0 days before contact s birthday OD for on the birthday Time of day select an hour from the following Ooo Oo1 Oo2 Oo3 O04 Oo Om Oo7 Om Oos O10 O11 12 013 O14 O15 O16 O17 O18 O19 O20 O21 O22 023 Enable message Birthday SMS active Step Description Step 1 Navigate to Communicate gt Schedule a Promotion gt Schedule Birthday Message gt SMS ee 29 of 61 mpactdata SMART platform Step 2 Click on Add New Birthday SMS Message Step 3 Compose
29. a After Blacklisted Email E insufficient Data After Blacklisted Mobile Multiple Matches Custom Validation Errors oo o G ad G Download Full Report Download Full Report A full excel report may be downloaded detailing the status of each customer in your report Please note this report is not available if you navigate away from this page Please download the full report at this point should you wish to retain it for your records Full Report Status Status internal Description Title First name Last Name Gender Postcode jages Pang gen ng Fruen Occupation Internal Use umber umber ress Corporate Offi ce Status z 1 i McMillan 95981185 0419501555 1 impactdata com au Claire McMillan 95981111 0419501000 2 impactdata com au Status report on the IE Sandisha Jones 95982222 0419501111 3 impactdata com au contacts uploaded w Cu Hamish Smith 95985555 0416555555 4 impactdata comau Lachlan Harper 95985556 Michelle Long 95985556 0455555555 S impactdata com au 0466666666 6 impactdata com au r d r r Olivia McMillan 95981185 0419501555 1 impactdata com au ON 8 of 61 mpactdata Staff Details 4 4 77777 Name and Contact details of the staff member are entered here SMART platform Staff Database Add New Staff Member Manage Database gt Staff Database gt Add new staff member This section allows you to register staff members to your database Add New Staff Member Last
30. al The total of all invoices raised is displayed here Click the Unpaid link against any invoice to pay it The invoice details will be provided Please complete yo Pay Invoice ur credit card details to pay the invoice Enter your credit card details below to pay the displayed invoice s Inv Date Invoice Amount 30 8 2010 4 07 30 00 4 07 Total 4 07 Amount you wish to pay 4 07 Name On Your Credit Card Card Number Expiry Date month year Amount Paid Amount Outstanding ee 2 50 of 61 r SMART platform dmpactdata Manage Account Sign Up Forms Manage Account gt Manage Sign Up Forms A paper based sign up form can be generated through your SMART account in this section Manage Signup Forms NEW PONTI Create a signup form draft New signup forms can be created here See Drafta new signup form Drafting a new form Load or delete a signup form draft EE ee p Load Forms Impact Data Hotel Previously saved forms can be edited or deleted Download only signup forms here Note newly generated signup forms will not appear here Please load a new signup form draft above then click the generate button on the next page to retrieve the PDF or DOC file Adobe PDF Documents Download Forms 2424 Limpact Data Hotel pdf Existing forms can be downloaded here Drafting a new form When creating a new signup form the system will preload all the contact fields and profile questi
31. ay Email to finalise your changes ee a 30 of 61 gt SMART platform impactdata Occasion Reminders Communicate gt Schedule Promotion gt Schedule Occasion Reminder Occasion reminders can be utilised to set promotions based on date based events which occur either weekly monthly yearly or once Appointment reminders anniversary promotions and birthday greetings are common uses of this function Occasion reminders have the benefit of profile search based sending allowing you to segment birthday messages based on profile searching such as gender or VIP status Set a New Occasion Reminder Communicate gt Schedule Promotion gt Schedule Occasion Reminder gt Add New Description Occasion Reminder Name of the Occasion reminder being set for later reference 7 Add Occasion Reminder ze Can t find the date question you re looking for Description You will need to add it to your question set in order to schedule an Occurrence reminder Click here to add a new Question Message details click here to expand collapse Date Question The date question is Date Question 4 Send Day H Send Time 4 Recurrence taken from your question set If you 77777777 Date of birth T days bom date l bs J h Yearly _ cannot see the question 0 On the day Before After VE Repeat until Ed Tue 31 8 2010 you need here please add it to your question set in the Manage Account section of your SMART Account Send Day 7 i i Se
32. be entered here Email General hoteli impactdata cam au Email Manager Business Phone Billing Contact Loti itiie Account Billing Details Contact information for any billing enquiries should be Mame of Billing Contact entered here Billing Contact Email Address generic is preferred such as accounts Billing Contact Phone submit Details 48 of 61 a4mpactdata Enter the number of message you would like to buy credits for and hit Calculate Order Total Total for this transaction including processing fee and GST Payment Credit Card Payment Insert credit card details to pay with Credit cards Upon payment your credits will be added to your account Payment Invoice Payment Invoice payment is available should your account have a direct debit authority Select Purchase Messages on Invoice to pay via invoice on direct debit Your message credits will be SMART platform Manage Account SMS Credits Manage Account gt Purchase SMS Credits You can purchase SMS credits through your SMART account One SMS credit is required per message SMS Message Order Form In the box titled quantity enter the number of messages you wish to purchase then press the calculate button The total cost Inclusive of GST and processing will then be displayed as order total Enter quantity in the orange box then click on Calculate Calculate Messages Unit Price Quantity Messages 0 1
33. d Contacts are required to provide their mobile or email DOB address and the registered date of birth on their profile to access member options Member ID and password Contacts are required to provide their registered Membership ID and their registered password on their profile to access member options Member ID Contacts are required to provide their registered Membership ID to access member options page 53 of 61 mpactdata SMART platform Edit Web Registration Form Further detail is provided on each section of this area in the following pages Edit Web Registration Form Manage Skins Manage Custom Pages Cancel and return to Manage Web Registration Forms Description Website Signup Mode amp Normal v Automatically set Profile Question data for users who sign up or update using this Form amp The following settings may be overridden by each individual Form Page Title Smart Sign Up Heading Smart Sign Up Skin none Display required field indicator explanation Include standard privacy statement Heading Smart Sign Up Default success page properties change edit change submit action Initial Form Page change initial page ee 54 of 61 impactdata Automatically Set Profile Questions This option allows you to select hidden fields to reside on your form This will allow you to flag your customers in your database according to where they have come from for
34. erral Campaign Viral Test v Link To Profile Update Details Link Text Body of Email Only Update your profile Link Goes to Form Website Signup Action when Link is clicked Log the user in directly less secure vi Include Update Details Footer Link Referral Campaign Allows you to set the email which is to be sent as a Referral campaign Select Referral campaign and then the associated campaign before sending your email Please note a referral campaign must be set up prior to you sending an email as a referral campaign Link To Profile Update Details The customer profile link is a link which can be inserted into an email to take the contact directly to a web form with their details displayed for editing If applicable this section allows you to configure the customer profile link You may configure the wording of the link the form it leads to and also what action to take when it is clicked This section also allows you to choose whether you would like the recipients to be able to update their details through this email by checking the Include Update Details Footer Link Email Header and Footer Options This is where the email header and footer are configured To expand and explore this content simply click on the Grey Shadow Box Email Header and Footer Options iclick here to expand collapse Header Online Version Link Text Click here to view as a webpag Link Colour re Background Colour M None Footer T
35. es a tiered menu structure which is conveniently categorized into four sections To navigate this menu simply scroll your mouse over the menu items Communicate Send or schedule SMS Email and Post promotions Draft SMS and Email promotions Reports amp Results View Campaign results and export database reports Manage Database View and manage your contacts Manage Account Manage your account details SMS credits and web forms Availability of menu items or submenu options is contingent on the individual client offering Training Videos Gain access toa library of training videos Submenu Options View Sent Msg Log Database Export Database Statistics Customer Statistics SMS Delivery Times Custom Reports Manage Database Home Sitemap Navigate back to your A breakdown of the welcome screen submenu Options Search Database Register Contacts Staff Database View SMS Inbox menu and submenu structure 4 Manage Account Submenu Options Manage Account Contact Details Purchase SMS Credits View Invoice History Manage Paper Signup Forms Manage Web Registration Forms Manage Custom Public Pages Manager Question Set Change Password Log Out Exit the SMART platform Product Switcher Product selection Manage Accounts Parent Account if applicable ON 5 of 61 mpactdata Auto Opt Out Date A set date whereby customers are automatically Opted out SMA
36. et ee bee ets The question from the question set which the sequence is based on Preference Order Select the order of preference against other sequences running concurrently Allowed Period Set the number of days which may be searched across in order to find contacts to enter the sequence Question Customer Purchase History Table Find the seed date value in this profile question Preference Order 1 Apply this rule in order of preference Allowed period days 36E Find a date value that is within this many days of the current date Search Keywords Search gt ee Keywords to search across in tabular data such as a a B Cross reference with these comma separated keywords Used for tabular questions or purchase data product or brand name the sequence relates to Date adjustment F none Y Adjust the date found to calculate the actual seed date for the contact Date Adjustment Set sequence to relevant to event by x days l e 5 days prior to a warranty expiry Use default date none v If no date is found use this value as the seed date Use Default Date lt sS Seseeene se lt If no date is available for seed date use either Current Date or Customer Signup in SMART Date Date column Invoice Date Use this date value from the tabular question Date Column Should tabular data be available such as p
37. ext Colour re Background Colour Lol M Mone Sender name Company Name 222 Include Forward to Friend Link In this section you can change the wording of the header to your liking The header allows the recipient to view the email as a webpage You are able to pick individual colours for the header and footer and you can also set a page 13 of 61 impactdata background colour for the text if required By checking the Include Forward to Friend Link box you allow the recipient to send this email to their friends who may not necessarily be contacts in your database Save Disc E Click the save disc button to save your email as a draft Your emails will be saved to the drafts folder if you use this button Preview and Send Proview amp Send Click to go through to preview your email and choose the final settings before your send Preview This opens a pop up window with a preview of the current email being worked on The Header and footer will also appear in the preview if they are turned on It is important for anti spam laws that you have the footer visible in your emails to ensure your customers are able to opt out Print doh This opens a printer select window Once a printer is selected the body of the email er will be printed The Header Footer and subject will not be present in the printed version Spell Check There are two dictionary languages available in the spell check Eng
38. for a customer l Concurrent Sequences If the account has multiple sequences running this will allow contacts to receive more than one sequence at once Step Definition Step 1 Enter sequence description i e Plasma TV Purchase Step 2 Check Preference information Step 3 Click Create New Sequence The next page will bring up the Sequence Options Step Definition Edit Sequence Details Sequence Active Inactive settings Edit the initial preference information of your sequence Configure Seed Date Settings Configure the seed date for the sequence The Seed Day is the date or occurrence which triggers the sequence View Contacts and Sequence Stages View database contacts and their stage within a sequence Set Entry Conditions Set the entry criteria for the sequence using profile searching Set Exit Conditions Set the criteria by which a contact exits the sequence Add SMS Message to this sequence Add a SMS to the communications sequence Add Email message to this sequence Add an Email to the communications sequence Add Mailing Label Delivery to this sequence Add delivery of mailing labels to the sequence ee 33 of 61 mpactdata SMART platform Configure Seed Date Settings The Seed Date is the date or occurrence such as a purchase of a product which triggers the sequence for a contact Seed dates are based on a date field either as a standalone date or within a table of dates Leo oseeea see e
39. future reference Title This is the title of your form which will appear when your form opens ina browser window Heading The Header of your form such as Register Here Skin Select your pre made skin to be applied to the form When User Logs In 2 9 7777777 Upon log in to a form the customer may be presented with either a Member area offering members access only links or they can be directed straight to the KA Web Registration form with theip details pre loaded for editing P 7 P 7 P When User Logs In Vg Traditional HTML can be used to customise the Login message above the log in input fields SMART platform Edit Form Details Edit Web Registration Form Manage Skins Manag e Custom Pages Cancel and return to Manage Web Registration Forms Description NewMemberForm Automatically se The following settings may be overridden by each individual Form Page Title NewMemberForm Heading NewMemberForm Skin none Display required field indicator explanation Required field indicator explanation text denotes required field Include standard privacy statement 6 aS Required Field Settings This allows you to have a Required Field description on your form i e denoted mandatory field You may change this text or remove the explanation all together Privacy Statement This either adds or removed the Standard Privacy statement on the bottom of your form
40. gn now gt Send Email gt Send to Email Addresses Communicate gt Send a promotion or Campaign now gt Send SMS gt Send to Mobile Numbers Use this option to send your communication to email addresses or mobile phone numbers that are not stored the SMART database but that you have copied and paste from another file or program This is a useful feature for ad hoc database sends or sends to non contacts Whilst you may send to up to 10 000 contacts at one time using this function it does not offer the benefit of tracking NB This function is Anti Soam compliant and contacts pasted for send will be subject to and caught by the Opt Out database maintained by your SMART account Send Email Send to Email Addresses Step Description Step 1 Navigate to Communicate gt Send a Promotion or campaign now gt Send An Email gt Send to Email Addresses Step 2 Paste or type the recipients email address into the box provided You may paste up to 10 000 email addresses at once Step 3 Click Continue Step 4 Compose your message and send Send SMS Send to Mobile Numbers Step Description Step 1 Navigate to Communicate gt Send a Promotion or campaign now gt Send An SMS gt Send to Mobile Numbers Step 2 Paste or type the recipients mobile numbers into the box provided You may paste up to 10 000 numbers at once Step 3 Click Continue Step 4 Compose your message and send ee 24 of 61 ampactdata SMART platform Send
41. he date and time you would like to schedule the promotion for and click on Continue Step 3 Select or Search for the recipients See Communicate Send Email SMS or Mailing Labels for more information Step 4 Compose your email from scratch or load a previously saved draft See Composing your Email SMS for more information Step 5 Click on Save to preview your email Step 6 Once the email is ready to go click on Schedule Email to finalise it Schedule SMS Step Description Step 1 Navigate to Communicate gt Schedule a Promotion gt Scheduling gt Schedule SMS Step 2 Select the date and time you would like to schedule the promotion for and click on Continue Step 3 Select or Search for the recipients See Communicate Send Email SMS or Mailing Labels for more information Step 4 Compose your SMS from scratch or load an SMS from the content library See Composing your Email SMS for more information Step 5 Click on Continue to finalise your communication page 27 of 61 mpactdata Planner Click here to view scheduled messages or to pick a date to schedule a communication Schedule SMS This icon indicates that at least one 1 SMS has been scheduled on this day Schedule Email This icon indicates that at least scheduled on this day Schedule SMS Email Allows you to select the type of promotion you would like to schedule on this day I Modify Preferences Allows you to change
42. his graph details email bounces due to mail _ box full auto replies and invalid addresses as compared to your Open and Non Open statistics Dalsery Hapori v r ess mm parai la pan r Tracka arb sii sees es paia Respons Fate cii ha ne ur ical Emol Content b per Beth TT Tracking Report Graph showing selected links and their click through rate as searchable by Date from send This graph compares Non Unique and Unique Click Throughs I I I I I I I Response Rate Allows you to manually enter and store the results from your email communication for future reference 7 Conlirmed Email Openings By Hour and Fl Mon 11 2 2008 ae en a Herlig Lekre Vie eig I Lyer Tema and oeiia Email Content Click to show the content of your email send ee a 39 of 61 mpactdata SMART platform Mining your Results Browse List of Recipients Reports and Results gt View Sent Message Log gt Select Email gt Browse List of Recipients This report allows you to perform further mining of your email send by searching your tracking report and performing functions on the selected recipients For Instance Search Your Email Tracking Report and send an email SMS or export those people who T TI TY Opened or Did Not Open the email Forward or did not forward the email Clicked on a particular link links Did not click on a link To those recipients who had a bounced email
43. is information is provided to Impact Data by the varying Mobile Network Providers Impact Data cannot increase the speed of delivery by any Network Provider Current SMS Delivery Times Once an SMS is sent from the Impact Data system times of delivery may vary depending on each individual recipients mobile phone carrier and how quickly messages are being sent from that provider at the time To look up the estimated delivery time for an SMS to reach one of your customers simply type their mobile phone number below and click on Find This will display the customers Mobile Phone Network provider and then you can see how long it will most likely take to get your SMS to them Please note This information is provided to Impact Data by the varying Mobile Network Providers We cannot increase the speed of delivery by any Network Provider Destination Network Carrier Average Delivery Time amp Hutchison 3G Australia International 2 25 My Number P L International 2 26 Optus Mobile International 00 32 Pivotel Satellite Pty Lim International 00 36 T Telstra Corporation International 2 25 What network is this number on Australia only Unknown International 2 20 Network Search se oe cell Find odafone Australia International 2 26 amp Hutchison 3G Australia Local 00 10 My Number P L Local 00 10 Optus Mobile Local 00 18 Pivotel Satellite Pty Lim Local 00 18 T Telstra Corporation Local 00 10 UNKNOWN Local 00 13 Vodafone Aust
44. itch between your SMART management or parent account interface if applicable N Dreit Wades Huna Jaap ogs Menu Allows you to navigate through the platform Conmmaunk ate Reports Results Manage Database Manage Account Vea h ve unpiid Balls o Gk here to wae oF pel fee are eg oe poy bey ceed cond You have sera Fire dage ka Siem prrsai week mi reggie Le ET Quick links De pow knew me met shield be wing Gonta Darect a Sco Prose em Bala tand Quick Links 77 Navigate to your contacts sent message log and planner PS SFFR SS ammen v Database Size History Graph onal E View details of database growth Graph Generated 112008 12 01 pan Eeki Total E mad sent and decline Security 7 Hede Rees j Rep PL p fam amet Carin Banton Security pi Set the minutes that the account may be inactive before prompted to enter a security password The maximum inactivity permitted is 60min Statistics Database statistics including number of contacts days past since campaigns and total communications sent as well as child account details if applicable ON 4 of 61 mpactdata Communicate Reports amp Results 1 Submenu Options i Send a Promotion Now Schedule a Promotion Draft Email or SMS Message Sequences Manage Child Communications if applicable SMART platform SMART Menu The SMART platform utilis
45. iteria The search criteria for the recipients can be updated by clicking here HD 32 of 61 ampactdata Description Name of the Sequence Activate On check the sequence will be activated Allow Multiple Entries 77 If checked a contact may receive this sequence more than once should they re match the entry criteria Sequenced Messaging Message Sequence Details Sample Sequence status INACTIVE Sequence contains 0 messages Edit Sequence Details Configure Seed Date Settings View Contacts and Sequence Stages Set Entry Conditions Set Exit Conditions Add SMS Message to this sequence Add Email message to this sequence Add Mailing Label Delivery to this sequence SMART platform Message Sequences Messages can be sequenced such that contacts enter and exit campaign messages based on their status within your SMART account Communicate gt Define Message Sequences and Replies gt Message Sequences gt Add new message sequence Sequenced Messaging Create New Message Sequence Create a new message sequence Enter description for the new sequence and then you will be able to add SMS or Email messages to it Bescription Activate sequence Check this box to immediately activate the sequence El Allow Multiple Entries Allow this message sequence more than one time for a customer Allow Concurrent Sequences Allow this message sequence to run concurrently with other message sequences
46. lect the day before or Send Time Deenen after the event you Select the day before or Send Once should be used for would like the message after the event you appointments which occur to go 0 days is the day would like the message only once A yearly of the event to go 0 days is the day occurrence is an annual event of the event such as a birthday or an anniversary Repeat Until allows you to set a date where the Occurrence reminder is stopped Step Definition Step 1 Complete the details of the Occasion reminder to set as above and click Create Step 2 Add search logic to the search if required using the Edit Search Criteria button Step 3 As a SMS or Email communication Step 4 Save the Occasion Reminder page 31 of 61 r SMART platform mpactdata Re View Occasion Reminders Communicate gt Schedule Promotion gt Schedule Occasion Reminder gt View Occasion Reminders Occasion Reminders m Add new Occasion Reminder Current Occasion Reminders Description Description Type Edit Preview Search Criteria Active Delete Name of the Occasion reminder 8 Birthday gI SMS er EditPreview Change Search Deactivate Delete Reminder Appointment Reminder ET Email E EditFreview 4 Change Search ve Activate Delete Reminder l I l l I l l Edit Preview Reminder can be modified or previewed by clicking here Activate Deactivate Allows you to activate or de active a reminder Search Cr
47. lish Australian and English International You may add a word to the dictionary which will be stored as a cookie in your computer Should you delete your cookies you will lose any saved words from your dictionary Paste from Word InsertText Insert HTML This displays a pop up where HTML or text from a word document can be entered into a text area Once you have provided the HTML or Text click on the Insert HTML Text button Prior to insertion the HTML Text will be cleaned of any unnecessary code including Microsoft Word specific formatting Find amp Replace as This function allows you to search for text in your email and replace it with new text Note this function does not work when using browsers Chrome Safari or Opera Undo Redo A The Undo function will undo any changes made You can undo a maximum of 30 times The Redo function will redo any changes made by the undo function page 14 of 61 e SMART platform impactdata ee Insert Link Link Text Web Q Email O Anchor Create Link URL to Link To To create a link highlight over the text you would like to hyperlink and click on the Link icon You may link the text to a web URL an email address or an anchor point in the email itself Insert Anchor Place your cursor where you would like a bookmark to be placed in your email Next select the Anchor icon This will display a menu with a text box and a button Simply type in
48. ls or Mail Merge files are able to be exported from your SMART account Simply select the format you require for output and click Get File to download your spreadsheet Select File output You may generate either Avery Labels and export as a Microsoft Work document or a Mail Merge List in Excel or Text file format Your search found 16660 contacts 16069 have valid postal addresses Create N Avery Labels Pi Mail Merge Data Source S 30 labels to a page Ad Excel Spreadsheet 24 labels to a page Ad Tab delimited text file 21 labels to a page A4 20 labels to a page Ad 16 labels to a page Ad 14 labels to a page Ad Each avery label cannot have more than 4 lines of text Each avery label cannot have more than 5 lines of text Order the file by Si first name last name post code street address email signup date last updated Exclude Customers with email addresses Customers with mobile phone numbers N N N Reduce 894 customers with the same family name and address to 364 single family titled labels Get File Ne Download the required output Exclude You may choose to exclude from your export contacts who you can contact more cheaply than by post N ee 37 of 61 SMART platform dmpactdato Reports and Results View Sent Message Log Reports and Results gt View Sent Message Log The sent message log provides you with a detailed repo
49. n image to be inserted at the top of your form This is usually a Header Banner You can upload an image directly from your computer ee 60 of 61 impactdata Body text Body Text Font This will be the default font for any text fields on your form These setting are overridden should you choose Input Table and link styles below Input Fields These settings configure the text as seen by your customers when they type into the registration boxes for instance when they type their first name Tables This will format any of the text in your form This will override the Body Text as above SMART platform Step 3 Select the font font colors and background colors for your form Body text base text overridden by input field table and A defaut Body Text Font Body Text Font Size Body Text Font Weight Body Text Colour Body Background Colour Heading Text Font Heading Text Font Size Heading Text Fant Weight Heading Text Colour Heading Background Colour Input Text Font Input Text Font Size Input Text Font Weight Input Field Text Colour Input Field Background Colour Link Text Font Link Text Font Size Link Text Font Weight Link Field Text Colour Link Field Background Colour Table Text Font Table Text Fant Size Table Text Font Weight Table Text Colour Table Background Colour default default link styles default default default
50. omer received Set Entry Conditions Additional search criteria for contacts to be included in the sequence i e Males only or VIP customers only This function uses the Search Database interface Set Exit Conditions Set the Exit conditions of the sequence i e CANCELLED member or purchase of the product promoted in the sequence This function uses the Search Database interface ee 35 of 61 E SMART platform dmpactdata Add SMS to this sequence Add an SMS to the sequence As multiple communications can be set for one sequence you must nominate the day from the seed date that you wish the sequence to commence Sequence SMS Compose Sequencing details click here to expand collapse Days from seed date Send time 24 hour time 1 12 v 00 v Sender Merge Fields Use Template OurPlace v firstname v None v Content Library click here to expand collapse Message text 127 Characters Remaining Opt out reply STOP to 0418602274 Continue gt gt Sample Messages SMS Abbreviation Dictionary On This Day ee 36 of 61 mpactdata Order Pile sf s5ec5 Exports the file in the required order i e alphabetically by late name or first name Reduce w Save money on postage Select to send to a family at an address rather than individual members of a family at the same postal address SMART platform Creating Mailing Labels Export Mail List Mailing labe
51. ons from your question set The form can then be downloaded as a Word document or a PDF New SignUp Form Signup Forms Insert name of form Documentname Demo_Account_Hotel Download options One form per page Two forms per page Download Forms Download as Adobe Acrobat Document PDF Microsoft Word Document DOC Text Editing Tools Form can be downloaded as Word document ora Undo Redo Links Images PDFs Tables tams indenting and Lists PDF BB x JGjalsj ollvls KINARA Merge Field Paragraph Style Font Name and Size Font Style Alignment o Normal v tisenew omen gt FO 3 8 1 1u 2 2 215 BEEN Fields Contact fields and profile questions are pre loaded when creating a new form The form can be customized in the same way as an email ee 2 51 of 61 5 SMART platform dmpactdata Creating a Web Registration Form Manage Account gt Manage Web Registration Forms Your SMART account allows you to easily create and customise Web Registration forms within your SMART account without advanced design skills or HTML knowledge Manage Web Registration Forms Manage Skins Manage Custom Pages Create a new Form denotes required field Create New Form Description Enter a description of the form you would like to create Set up with No Items Contact Details Only Profile Questions Only One Page Contact Details and Profile Questions
52. ort results to Sort the displayed results by field Excel ee 38 of 61 mpactdata Email Sent Statistics This details how many people have opened your email Unique ands how many times they have opened je the email Non Unique Number of forward to a friend details how many people used the link at the bottom of the email to forward the email to another person SMART platform Email Tracking Report To view your email tracking report simply click on a thumbnail of the email you wish to view in your search results The following will display Help Hama Si orap Loge Sent Emall Detalls Retur E hieni yg i a S Email send to 23119 recipients on 15 1 2008 11 20 Burb erst ariana 246 24119 umber ol unkgue confined emadoperarsgs 4 Huriber gl grunge pani al pahna e Humber ol faa seds by kaier lenk Send epe Send To ACD Browse List of Recipients _ 2 77 This section allows you to mine Diaplay Eorlinned Email Openinga kor deeper into your database This PG y T doyin after send ima section is further detailed on the day a ala send tiene next page 7 Beteoen The MATUS 1 1 1 4 4 Confirmed Email Openings rd Allows you to do a date search to display open rates by hour since the email send Unique total people and Non Unique total number of opens are details on this graph Delivery Report Click this shadow box to show the email Delivery statistics T
53. page 56 of 61 mpactdata SMART platform Form Sequence Options Form Sequence Form Page Page Properties Upon clicking on Properties for any given form page you may override master properties for that form on the single page Edit Form Page Properties denotes required field Description Form Page 1 You may override the Form properties for this specific Form Page The Register Override Heading Register Override Skin none El override Display required field indicator explanation Override Required field indicator explanation text Override Include standard privacy statement 7 E override Form Sequence Form Page Change Submit Action Upon clicking Change Submit action you can change the next page a member is sent to upon completing that page of the form Edit Form Sequence When Form Page 1 is successfully submitted Go to another Form Page 460 to a Custom Page Go to a URL Go to a Public Page Go to my Web Gallery Go to Subscriptions l Go to the default success page Form Sequence Form Page Change Initial Page The first page of the form can be changed by clicking Change Initial Page on the first page of the form Select another form page to move to the front of the form sequence Change Initial Form Page Initial Form Page for this Form Form Pagel v Form Sequence Default Success Page Change the submi
54. ralia Local 00 14 You can find out what network a certain mobile number is on 48 Hour SMS Delivery Network Averages Network Averages My Number P L international Optus Mobile Pty Ltd international Pivote Satellite Pty Lim international The average delivery times Telstra Corporation Ltd international unknown international Vodafone Australia Pty Lt international i Hutchison 3G Australia Pt local My Number P L local Optus Mobile Pty Ltd local Pivotel Satellite Pty Lim local for the different networks Telstra Corporation Ltd local unknown local Vodafone Australia Pty Lt local over the past 48 hours Hutchison 3G Australia Pt international A 7 4 amp amp 7 Vy Sy Wy By Sy Sy Vy 2 2 2 2 w Z gt 7 7 7 7 7 k O ME a 47 of 61 R SMART platform Ampactdota Manage Account Manage Account Contact Details Manage Account gt Manage Account Contact Details In this section you have the ability to modify your contact details and keep your information up to date Please ensure your account billing details are kept up to date to ensure your invoices and statements reach you Manage Account Contact Details Administrative Contact 77777777 Administrative Details Contact information for any miscellaneous enquiries Contact Name should
55. rder Width Border Colour Cell Padding Cell Spacing Select the table in your email and click on Edit Table to change the table properties in the Modify Table window Insert Horizontal Line This function will insert a line horizontally where ever you have placed your curser page 16 of 61 impactdato This can be used as section breaks in your email Insert Special Character O a mH x 3 moo G m m Pp ca w o pe zZ gt O BD o w oO D Qi O PE tall ee NN JE EE EE JE JE a p Eng Special characters and symbols are available in this menu item Insert Merge Field link to profile send time first name Appointment Date surname Trainer Name email Occupation mobile signupDate member ID serial number date of last email date of last SMS This function allows you to insert available merge fields in the content of your email Formatting Selections here will enable you to select font styles and colours Indents Lists amp Alignment Selections here will enable you to modify the layout of your content Remove Formatting This function allows you to remove any formatting attached to an item and resets it to its original settings Body Background Colour BES BETET Electric Blue 40A0FF This function allows you to pick a background colour for the body of the email Switch Views This function will allow you to switch between the design view of
56. replied to an SMS or Email and said they wish to be removed from your database Opt Out Report Search Options n Z 4 O Date Range 11 08 2009 to 18 08 2010 Allows you to search within OR ge a date range or to search by Se mobile or email address he orm lt 2 Display Type s Unprocessed Processed Both Display Type Pa 3 Number Of Customer Displayed Per Page Allows you to choose between 4 Display Option On Screen Excel File m displaying processed and or G unprocessed contacts 2 r P elow are messages 1 to 1 of 1 most recent at the top os Display Option Result Page Allows you to view the previous 1 next results of your searen on the Opt Out Time First Name Last Name Mobile Email Postcode Check as Processed screen or export your results to an Excel spreadsheet 7019 2009 Vanessa Keough 0422661626 3810 E 3 02 22 PM Processed On screen Display Results of the search is displayed here Processed Should you maintain an external database to your SMART account you may flag names here as Processed once you have opted them out from your separate system 42 of 61 l SMART platform mpactdata Reports and Results Database Statistics Blacklist Report Reports and Results gt Database Statistics gt Blacklist Report This function allows you to view or export a list of contacts that have been blacklisted and will not be receiving any further communica
57. rt on all email sent as well as a historical look at all of the SMS and postal campaigns sent from your account Display Options Click this drop down box to show the fields you wish to display on the sent message log report This Display Options iclick here to expandicollapse will allow you to search and sort_ your findings by information such as time sent Type of Sent Message Log Show messages sent In the last7 days F In the last 4 weeks communications Number of a inthe leeks momha Recipients Sender Email subject Between E Mon 14 1 2008 and Mon 14 4 2008 SMS Message Text or Response Biishow emails E show mailing labels Show SMS Rates amp Conversions gr L 7 f Search Clear Search ra Search displayed text fields for search Clear Search p 7 p a pr p Actions Search Dates F effects selected messages on all pages 7 m Select a date range to P E Export to Spreadsheet File p z 7 look for previously sent a ee 1 communications Ps Select all 18 message F Deselect all se Display all selected results only st i Displaying 1 18 of 18 total messages p l lt 1 gt P I Time Sent 7 Type Recipients Email Subject Email Thumbnail SMS Message Text Mailing Label Output Type I J Search Field Search across the displayed fields to find the exact promotion sent item you are looking for Actions Fields Allows you to exp
58. rth Month or Day for more information about how to search by birthday Once you have selected the contacts you have the ability to customize your export Export database Your search found 59 contacts to export Create Excel Spreadsheet Tab delimited text file Include columns Personal Details check f uncheck all Customer System Number First Mame Last Mame Gender Date Of Birth Mobile Number Email Address C Street Address Street Address line 2 State Postcode LJ sign Up Date LJ Last Updated LJ Receive suis L Receive Mail O Member Password Receive Email Profile Questions J check f uncheck all O Types of drink enjoyed Preferred days nights out Cl Please send me info from F hy employment CI Entertainment enjoy F enjoy watching the folowing sports on the big screen gt CI How did you hear about our venue Ifyou could change one thing about our venue what would it be Cl Database Origin CI Whatwas the reason of your stay Cl Favourite Football Team Cl Area of interest F Whattype of customer am I Cl Send to Division Sort by First Name ve page 41 of 61 SMART platform dmpactdata Reports and Results Database Statistics Opt Out Report Reports and Results gt Database Statistics gt Opt Out Report This function allows you to view or export a list of contacts that have opted out of receiving communications An Opted Out contact is a contact who has
59. s field i SMART platform dmpactdata Add new form item Form Sequence Form Page Edit Add a new item Add a new item to the form Hide Controls Alter the Items on your Form Page below Add a new item L aae Click toa d d a d d itiona items e Reorder an Item Place your mouse over an Item then drag the arrow Alter an Item Place your mouse over an Item then click the wrench such as a new form field or e Remove an Item Place your mouse over an Item then click the red minus picture to your form Cancel and return to Edit Web Registration Form denotes required field Edit this Form Item Our Place does not disclose any personal contact information provided on this form for use by a third party in compliance with the National Privacy Act and relevant Anti Spam Act Add Form Item Each form item can be individually styled upon insert into the form Input Item Types Definition Contact Detail Field Allows you to insert the general contact detail fields available in your account Profile Question Field Allows you to insert the general profiling fields available in your account Table Question Field Insert a table question such as a purchase history question Non Input Item Types Subheading Subheading text Text Plain Text Link HTML Link URL and Link Text Image Insert an image from URL URL must be provided Arbitrary HTML Additional HTML to add to the page Submit Button
60. s on Al pees ii Eesen op Bras Bees Filg Tari fee dg Tapp bpelas j pkan H Herd GE a i Derek haler bed Ti i ji pe Cosplay ai selected reise ory Dhupia 20 60 1 eerie re ol k smi perd ae 01 Zen Liti Le int on f LA Bag biia ETT en lav D ME gt impactdata File Format Allows you to choose in which format you would like to export your database Fields g Allows you to choose the information you would like to be included in the export Sort By Allows you to sort your contacts by Personal Details ag SuburbTown SMART platform Reports and Results Database Export Reports and Results gt Database Export This function allows you to export the contacts from your database to an Excel spreadsheet or a Text file There are 3 ways to search for contacts you would like to export e Reports and Results gt Database Export gt Select All Contacts This allows you to export all the contacts from your database to your desired format e Reports and Results gt Database Export Search For Contacts This allows you to do a profile search for particular contacts that you would like to export Please refer to send a communication by Searching for Recipients for more information about how to do a profile search e Reports and Results gt Database Export Sort By Birthday This allows you do search for and export contracts based on their birth month or birthday Please refer to Send by Bi
61. send to Click on the Continue Button Compose your message and send Send SMS Select Recipients Step Step 1 Step 2 Step 3 Step 4 Description Navigate to Communicate gt Send a Promotion or campaign now gt Send An SMS gt Select Recipients Search for the recipients you require using the Search Displayed Text Fields option Check the names of recipients you wish to send to Click on the Continue Button Compose your message and send Create Mailing Labels Select Recipients Step Step 1 Step 2 Step 3 Step 4 Description Navigate to Communicate gt Send a Promotion or campaign now gt Create Mailing Labels gt Select Recipients Search for the recipients you require using the Search Displayed Text Fields option Check the names of recipients you wish to send to Click on the Continue Button Select the type of labels you would like to produce or download the database file ee 22 of 61 mpactdata SMART platform Send a communication to all contacts Communicate gt Send a promotion or Campaign now gt Send Email Send SMS Create Mailing Labels gt Send to all Choose this option to send the communication to all valid contacts in your database that is only contacts with a valid email address or live mobile phone number and who have not opted out of the database Send Email Send to All Step Description Step 1 Navigate to Communicate gt Send a Promotion or campaign now
62. t action upon successful completion of the form Edit Form Sequence When l Form Page 1 is successfully submitted A Go to another Form Page l2Go to a Custom Page Go to a URL Go to a Public Page Go to my Web Gallery Go to Subscriptions Go to the default success page ee a 57 of 61 gt SMART platform impactda ta Edit Form Page Form Sequence Form Page Edit Edit Field By selecting Edit on any form page you may individually change the way that form page and its fields appear Hide Controls Alter the Items on your Form Page below Adda new Item Reorder an Item Place your mouse over an Item then drag the arrow Alter an Item Place your mouse over an Item then click the amp wrench Remove an Item Place your mouse over an Item then click the red minus Save Changes Cancel and return to Edit Web Registration Form Smart Sign Up denotes required field Male Female Day v Month v Year v EFE te Australia X Edit the individual form element EPA Edit this Form Item Move Field Reorder the display of the form fields by clicking and dragging the form element with your mouse Our Place does not disclose any personal contact information provided on this form for use by a third party in compliance with the National Privacy Act and relevant Anti Spam Act Delete Form Field Delete a form field by clicking ee herad circle Edit Form Fields To
63. t the type of labels you would like to produce or download the database file The Search profile function enables you to use the AND or OR search logic to define recipients For instance you can search for customers who are females AND 18 21 years old see Image 1 which would return only those females who are 18 21 years old Or you could search customers who are females OR 18 21 years old see Image 2 which would return females of any age and all 18 21 year olds regardless of gender Generally speaking using the OR functionality will return a greater number of customers Search Logic pa ee Search Lagic And Or whatis this S And For what is this Expand allquestions Collapse all questions Gender iclick here to ex pand collapse Garder sick h ns to apejo lMale W Female lhala Ol Famals ge iclick here to expandicollapse Auge rich et aan put coda EHunder18 Mlis 21 22 25 H26 3 Flunder14 Mlig 21 Vlas as Vlie AND Search Functionality OR Search Functionality mpactdata Display Options 77 7 7 Customise the search fields that appear in the columns below Available fields First name Last name Email address Mobile phone Home phone Street address Suburb Post code Age Company Name State Country Member ID Work Title Work Phone Select contact Check the box to select customer as a recipient SMART platform Send a communication b
64. the settings of the scheduled message SMART platform View Scheduled Promotions Communicate gt Schedule a Promotion gt Scheduling gt Planner OR Click on Planner on the Welcome Screen View Scheduled Promotion Step Description Step 1 Navigate to Communicate gt Schedule a Promotion gt Scheduling gt Planner pep A scheduled SMS will be indicated by the following icon A scheduled Email will be indicated by the following icon Click on a date to view the promotions scheduled on that day Communicate Reports amp Results Manage Database Manage Account Welcome to the SMART administration suite for Our Place Quick links gt Need help amp Contacts D4 Sent messages gt Planner New training videos have arrived Click here Planner Click on a date to schedule an SMS or Email Next 3 months gt gt September 2010 Scheduled Messages Wednesday 15 September 2010 Return to Planner Schedule anew SMS Schedule a new email E sms delete Overview Send time 3 10pm 44 i This section provides an From OurPlace i overview of the scheduled I de a _ eee ee 28 of 61 mpactdata SMART platform Scheduling Birthday Messages Communicate gt Schedule Birthday Message gt SMS Communicate gt Schedule Birthday Message gt Email This option allows for you to schedule a birthday email or SMS to go out to your contacts
65. tically placed in the SMS for you Use Template _ Merge Fields You may merge in any piece of information you have on your contacts by choosing from this drop down box Speak with your support team to select your meregable fields Template Choose a Pre Saved Template from this drop down Characters Remaining This counts the characters you have remaining in your SMS All SMS can contain 160 characters or less page 18 of 61 mpactdata SMART platform Communicate Send Email SMS or Mailing Labels Communicate gt Send a promotion or campaign now gt Send Email Communicate gt Send a promotion or campaign now gt Send SMS Communicate gt Send a promotion or campaign now gt Create Mailing Labels You may choose from a number of search methods to select recipients for your email SMS or mailing labels Available search methods are Search for Recipients Search for recipients or groups of recipients using preference and or profile information Select Recipients Select specific recipients Sent to all Contacts Select entire database Send to email address mobile number Paste email addresses or mobile numbers from another file or database Additional features available for SMS and Email sends only Send to Staff Select staff in database Upcoming Birthdays Select milestone birthdays i e 21 Birthdays 50 Birthdays Send by Birthday Select recipients with birthdays in a specific month
66. tions A contact becomes blacklisted if they have been removed from the database due to an invalid mobile number or email address or they have been blacklisted upon being manually deleted from your database Blacklist Report Search Options Allows you to search within __ 1 amp Date Range 11 08 2005 to 18 08 2010 OR a date range or to search by oe 2 Number Of Customer Displayed Per Page _e 4 Display Option On Screen Excel File Display Option Allows you to view the Below are messages 1 to 20 of 20 most recent at the top results of your search on the screen or export your results to an Excel spreadsheet Result Page previous 1 next Blacklist Time First Hame Last Hame Mobile Email rs200 Wanessa Keough 502 22 PM 107102008 Hannah Buewler testoi impactdata com au 0 53 15 AM 107102008 Olivia test i impactdata com au 0 53 06 Alv On screen Display Results of the search is displayed here ee 43 of 61 SMART platform dmpactdata Reports and Results Database Statistics Database Size History Reports and Results gt Database Statistics gt Database Size History This function allows you to monitor the growth of your database over time Database Size History Report Database Size History Graph Key Ti E Number Joined E Humber OG Green line E Total At End Month Number of contacts who have joined your database Red Line Number of contacts opted out
67. to be contacted You may modify this option here customer will receive from you each week Should a customer reach their weekly SMS limit they will be automatically excluded from any further SMS sends in that week period ON 6 of 61 SMART platform dmpactdata Register Contact Bulk Registrations Manage Database gt Register Contacts gt Bulk Registrations This page allows you to register or update up to 1000 contacts at the one time Bulk Register Contacts The Bulk Registration feature allows you to add up to a 1000 contacts to your database via single file Please Note Existing Customers will be updated To proceed simply follow the four steps below Step 1 Select the questions you wish to have in your file Questions To Download Into Excel File cick here to emancicollanse E Contact Details Select Deselect All YI Title Fist name Last Name Gender Date of Birth no year IM Date of Birth Street Address W Suburb l Town City F Postcode W Country Wl state Province Region W Home Fhone Number Work Phone Number Mobile Phone Number Fax Number Work Title Company Name Email Address Member Number Password Receive Email Receive Mail Receive SMS A PE SMS you would like to receive per week Al PE emails you would like to rarsive ner week Image 1 1 Profile Questions Select Deselect All Occupation Database Origin Prefemed nights to go out Type of drinks like Appointment Date
68. umbnail images Once you have located the image you need insert the image by clicking the Image Thumbnail and then click apply When you select an image to insert you also have the option of adding a link to the image The link will link directly to your web gallery Insert Table 2 Create Table Google Chrome https secure1 impactdata com au Common modules EmailEditor Table 20Manager asp editor email amp action 1 Table Properties Table Preview Cell Properties Rows 2 EN ga Jeg width Columns 2 Height Width Background TT Colour Lolz Height Background colour Lolz Horizontal Align Not set Border Width 0 Border Colour Cell Padding Cell Spacing In the Create Table window nominate the number of columns and rows your table requires You may also set a table width such as 500 height alignment background colours borders and padding and spacing Individual cells can also be formatted by clicking on a cell in the Table Preview area and formatting it in the Cell Properties area You can merge cells by selecting Merge Right or Merge Down when a cell is selected Edit Table 2 Modify Table Google Chrome https secure1 impactdata com au Common modules EmailEditor Table 20Manager asp editor email amp action 2 Table Properties Table Preview Cell Properties Rows 2 a ig isis gt width Columns 2 Height Width Background oT Colour LOly Height Background ur Horizontal Align Bo
69. unication by Birthday Month or Day manual 25 Send a SMS to new contacts Manual Welcome SMSJ rrrrrrrnrrrrvrnnnne 25 Send a communication by Upcoming Birthday roorrrrrnorrrrnnnrrrrnnnnnnnne 26 Scheduling Penda sende 27 Scheduling Birthday Messages rrrnnrnrnnnnnnrnnnnnrrnnnnnrrnnnnnrrnnnnnernnnnnesennnnssennnsssennnee 29 ON Sereen rea NE 31 NN 33 Creating Mailing Labels Export Mail List rrrrrrrrnnnrnnrnnnnnrnnnnnrnnrrnnnnerrnnnnnnvvrnnnnee 37 Reports and Results View Sent Message LOQ cccccsssscceceesececeeseceeeeeeeeesueeeeees 38 Email Tracking Report wicccnescsesveneadias mioseahcnsvacecessarsdatdanoacdsassdtewssliqnssiaeadeds 39 Mining your Results Browse List of RecipientS rrrrrarnnnanannnnrnnnnrnnnnnenn 40 Reports and Results Database Export cccccsssscccesssceeeeseceeeeeseceeeeeceeseescessaeeens 41 Reports and Results Database Statistics Opt Out Report rrrrnrrnnnnnrrnnnnnrrnrnnneene 42 Reports and Results Database Statistics Blacklist Report rrrrrrnrrrrrnnrrrnnnnnnern 43 Reports and Results Database Statistics Database Size History rrrrrrrrnnnnnnrne 44 Reports and Results Customer Statistics amp Postcode ccccceccceseeceeeseeeeeeeeeeneens 45 Reports and Results Customer Statistics amp Demographics rrrrrnnrnrnnnnrnrrnnnnneene 46 page 2 of 61 impactdata SMART platform Reports and Results SMS Delivery TiM S
70. urchase history the field used as the date field String column Short Description When using a keyword search search on this column Sine Colupin s 4 4e4eeosoeseoeSoeee For keyword search the tabular data field to search across submit cancel ee 34 of 61 mpactdata SMART platform View Contacts and Sequence Stages View Remove customers who are currently included in the sequence Sequenced Messaging Customers with this sequence active Sequence 30 month back a DE 13632429 Bennett AJ Palermo MATT L MacKay B amp S Vangelovski BILL TECHNOCHEM STEVEN 8 01 2009 12 40 27 PM 8 01 2009 1 13 31 PM 7 01 2009 12 42 08 PM 2 07 2009 12 44 04 PM 15 07 2009 4 25 26 PM 16 07 2009 11 26 46 AM 23 10 2009 12 47 44 PM 28 10 2009 1 14 43 PM 31 10 2009 1 35 51 PM 3 01 2010 12 00 00 PM Email 29 12 2010 12 00 00 PM Email 28 12 2010 12 00 00 PM Email 19 12 2011 12 00 00 PM Email 6 01 2011 12 00 00 PM Email 7 01 2011 12 00 00 PM Email 18 10 2010 12 00 00 PM Email 23 10 2010 12 00 00 PM Email 26 10 2010 12 00 00 PM Email Remove Remove Remove Remove Remove Remove Customer Seed Date Messages Sent Next Message Remove Customer Name Date the Number of Time Click to remove customer was sequenced The time and the customer triggered for messages type of the next from the the sequence received by the message to be sequence cust
71. y selecting recipients Communicate gt Send a promotion or Campaign now gt Send Email Send SMS Create Mailing Labels gt Select Recipients Select individual contacts from your database as recipients of the communication Search text fields Search by name email address mobile number etc ee ee Search displayed text fields for Se Search Cigar Search Actions effects selected contacts on all pages 0 contacts selected Select all 13 contacts Deselect all Display all selected results only Displaying 1 13 of 13 contacts able to receive email 4 gt Emily Sing liv test0 3impactdata com au grant iresultsagency com au hamish goddand impectdsta com au 0422475701 SWeESOMeAGhoOne com o momillan hotmail com liv liv impactdsta com au Max Fowers liv test0 ABimpactdata com su Naomi Bryan liv test04 impactdata cem au Olivia McMillan liv test0 1 G impectdata com au Peter MecMilla liv test10 impactdata com su 0419501555 Priscilla Rap liv test0Hgimpadtdata com au livtesttesttest impactdats com au wewem SDFSDF COM 21 gt EAT WETE ME a 21 of 61 r SMART platform dmpactdato Send Email Select Recipients Step Step 1 Step 2 Step 3 Step 4 Description Navigate to Communicate gt Send a Promotion or campaign now gt Send An Email gt Select Recipients Search for the recipients you require using the Search Displayed Text Fields option Check the names of recipients you wish to
72. your SMS See Composing your Email SMS for more information Step 4 Set the day and time on which you would like to birthday message to be sent Step 5 Ensure that the Birthday SMS Active checkbox is ticked Step 6 Click on Save to finalise your communication Edit an Existing Birthday SMS Message Edit Delete send 0 days prior at 12 noon active Birthday Message for lt FirstName gt Opt out reply STOP to 0415602274 Step Description Step 1 Navigate to Communicate gt Schedule a Promotion gt Schedule Birthday Message gt SMS Step 2 Locate the SMS you wish to modify and click on Edit Step 3 Compose your SMS See Composing your Email SMS for more information Step 4 Set the day and time on which you would like to birthday message to be sent Step 5 Ensure that the Birthday SMS Active checkbox is ticked Step 6 Click on Save to finalise your communication Edit an Existing Birthday Email Message Edit Delete send 1 days prior at 12 Noon Active Subject Message Step 1 Navigate to Communicate gt Schedule a Promotion gt Schedule Birthday Message gt Email Step 2 Locate the email you wish to modify and click on Edit Step 3 Ensure that the Birthday Email Active checkbox is ticked Step 4 Set the day and time on which you would like to birthday message oot BE Se Step 5 Compose Load your email See Composing your Email SMS for more Step 6 Click on Save to preview your email Step 7 Click on Update Birthd

SMART platform User Manual Version 2

Contents

Download Pdf Manuals

Related Search

Related Contents