INTERSPIREEMAILMARKETER

InterspirePty.Ltd. UsersGuide
Edition1.3 April2009

AboutThisUsersGuide
HowtoUseThisUsersGuide
ThisusersguidedescribesInterspireEmailMarketersGraphicalUserInterface(GUI).It showsyouhowtouseeachscreenintheGUI. UsetheIntroductiontogetabasicoverviewofInterspireEmailMarketer.Seepage23. UsetheGettingStartedchaptertostartsendingemailsrightaway.Seepage27. UsetheTableofContents(page5),ListofFigures(page11)andListofTables(page19) tofindinformationaboutaparticularscreenintheGUI. UsetheIndextofindinformationonaspecifickeyword.Seepage271. UsetheTroubleshootingchaptertodiagnoseandsolvespecificproblems.Seepage267. UsetherestoftheusersguidetoseeindepthdescriptionsofInterspireEmail Marketersfeatures.Thechaptersareroughlyarrangedinorderofthefrequencywith whichyouarelikelytousethemwhenconfiguringInterspireEmailMarketer.

CustomerSupport
IfyouhaveaproblemwithInterspireEmailMarketerthatisnotcoveredinthisUser'sGuide ortheonlineknowledgebase(clicktheHelplinkinthetoolbar),pleasevisittheInterspire onlinesupportcenter: https://www.interspire.com/support/

ABOUTTHISUSERSGUIDE

WrittenbyRickCarlile. Copyright 2009InterspirePty.Ltd.(ACN107422631)www.interspire.com. Allrightsreserved. DISCLAIMER:Theinformationinthisusersguideisaccurateatthetimeofwriting.This usersguideisprovidedasiswithoutexpressorimpliedwarrantyofanykind.Neither InterspirePty.Ltd.noritsagentsassumeanyliabilityforinaccuraciesinthisusersguide,or lossesincurredbyuseormisuseoftheinformationinthisusersguide.

TableofContents
AboutThisUsersGuide.................................................................... 3
HowtoUseThisUsersGuide ............................................................................ 3 CustomerSupport............................................................................................. 3

TableofContents............................................................................. 5 ListofFigures ................................................................................ 11 ListofTables ................................................................................. 19

I:Introduction......................................................... 21
Introduction .................................................................................. 23
WelcometoInterspireEmailMarketer ............................................................ 23 InterspireEmailMarketerOverview ................................................................ 23
Contacts .............................................................................................................. 24 Contactlists ......................................................................................................... 24 ManualInput,CSVFilesandWebsiteForms......................................................... 24 Templates............................................................................................................ 24 EmailCampaignsandSplitTests ..........................................................................25 AutorespondersandTriggers................................................................................25 CustomFields .......................................................................................................25 EmailTracking ..................................................................................................... 26 BounceTracking .................................................................................................. 26 Cron..................................................................................................................... 26 EventLog............................................................................................................. 26

GettingStarted.............................................................................. 27 LoggingIntoInterspireEmailMarketer ........................................... 29 TheInterspireEmailMarketerInterface ........................................... 31

TheInterspireEmailMarketerInterfaceataGlance ........................................ 31
RecentActivityLog...............................................................................................31 TooltipsandKnowledgeBaseLinks ......................................................................32

TABLEOFCONTENTS
SortingLists ......................................................................................................... 32 NavigatingLists.................................................................................................... 32

TheToolbar .....................................................................................................33 TheNavigationBar ..........................................................................................33

II:TheNavigationBar ............................................. 35
UsingContactLists .........................................................................37
ContactListOverview......................................................................................37
ContactListInformation....................................................................................... 37 BouncedEmails .................................................................................................... 38 ContactListSegments ......................................................................................... 38 ContactListGroups .............................................................................................. 39

ViewingandManagingContactLists .............................................................. 39
ManagingContactListGroupFolders................................................................... 41 ViewingContactListContacts ..............................................................................42

CreatingandEditingContactLists .................................................................. 44 ProcessingBouncedEmails..............................................................................47 Creating,EditingandViewingSegments ........................................................ 49

CreatingaSegment.............................................................................................. 50 ViewingaSegmentsContacts ............................................................................. 52

UsingContacts ...............................................................................55
ContactsOverview.......................................................................................... 55
EventLoggingOverview....................................................................................... 56

ViewingandManagingContacts..................................................................... 56 ViewingAContact .......................................................................................... 59 ManualEventLogging .................................................................................... 61 SearchingYourContacts................................................................................. 62 AddingorEditingaContact ............................................................................ 64

CreatingGoogleCalendarFollowUpReminders ..................................................66

ImportingContactsFromaFile ....................................................................... 67 ExportingContactsToaFile ............................................................................70 RemovingContacts..........................................................................................74 ViewingSuppressedEmailAddresses ............................................................. 76 SuppressinganEmailAddressorDomain ........................................................77

UsingEmailCampaigns ...................................................................81

TABLEOFCONTENTS EmailCampaignsOverview ............................................................................. 81

ArchivingEmailCampaigns...................................................................................81 ActivatingEmailCampaigns .................................................................................81 SplitTestingEmailCampaigns..............................................................................81 ManualandAutomaticSplitTesting .............................................................. 82 SplitTestingTips ........................................................................................... 84

ViewingandManagingEmailCampaigns ........................................................ 85 CreatingandEditingEmailCampaigns............................................................ 87 SendingEmailCampaigns ............................................................................... 91 ViewingandManagingSplitTests................................................................... 97 CreatingandEditingSplitTests.......................................................................99 PerformingaSplitTest.................................................................................. 101 ViewingScheduledEmailCampaigns ............................................................ 106

UsingAutorespondersandTriggers................................................109
AutorespondersOverview ............................................................................. 109 TriggersOverview ......................................................................................... 109 ViewingAutoresponders ............................................................................... 110 CreatingandEditingAutoresponders............................................................ 112 ViewingandManagingTriggers .................................................................... 120 CreatingandEditingTriggers ........................................................................ 122
TheGeneralSettingsTab....................................................................................122 ConfiguringTriggerActivationOptions ........................................................124 TheSendingOptionsTab....................................................................................126

UsingCustomFields ......................................................................129
CustomFieldsOverview ................................................................................ 129 ViewingandManagingCustomFields ........................................................... 130 CreatingandEditingCustomFields............................................................... 130
ConfiguringaTextField ...................................................................................... 132 ConfiguringaMultilineTextField........................................................................ 133 ConfiguringaNumbersOnlyField ...................................................................... 133 ConfiguringaPickList ........................................................................................ 134 ConfiguringCheckboxes ..................................................................................... 135 ConfiguringRadioButtons ..................................................................................136 ConfiguringaDateField...................................................................................... 137

UsingStatistics .............................................................................139
StatisticsOverview........................................................................................ 139 ViewingEmailCampaignStatistics................................................................ 140

TABLEOFCONTENTS
ViewingDetailedEmailCampaignStatistics....................................................... 141

ViewingSplitTestStatistics .......................................................................... 142

ViewingDetailedSplitTestStatistics.................................................................. 143

ViewingAutoresponderStatistics ................................................................. 144

ViewingDetailedAutoresponderStatistics......................................................... 146

ViewingTriggerStatistics ..............................................................................147
ViewingDetailedTriggerStatistics..................................................................... 148

ViewingContactListStatistics...................................................................... 149
ViewingDetailedContactListStatistics ............................................................. 150

ViewingUserAccountStatistics.....................................................................152
ViewingDetailedUserAccountStatistics ........................................................... 153

ManagingStatistics .......................................................................................153
ExportingStatistics ............................................................................................ 153 PrintingStatistics ............................................................................................... 154 UsingtheDetailedStatisticsScreens.................................................................. 156

EditingHTMLandText ................................................................. 159

UsingtheHTMLEditor ..................................................................................159
HTMLSourceOptions ........................................................................................ 159 HTMLEditorOverview ....................................................................................... 159 UsingDesignTools ............................................................................................. 160 CreatingandEditingHyperlinks ................................................................... 165 UploadingFilesandImagestotheInterspireEmailMarketerServer ............ 167 CreatingandEditingEmailLinks .................................................................. 169 InsertingandEditingImages ........................................................................ 170 CreatingandEditingTables...........................................................................173 InsertingandEditingForms...........................................................................177 ModifyingPageProperties ........................................................................... 185 InsertingCustomFields ................................................................................ 185 UsingtheEditingWindow .................................................................................. 187 AddingandDeletingTextBlocks.................................................................. 187 ComposingandEditingText ........................................................................ 187 ManipulatingImages.................................................................................... 188 ManipulatingTextandImageContainers ..................................................... 189 ComposingandEditingHTML...................................................................... 191 PreviewingYourEmail ................................................................................. 192 UsingTagsandTabs........................................................................................... 192 CustomFields............................................................................................... 192 SimpleandCompleteModes........................................................................ 193 UsingHTMLTags ......................................................................................... 193 UsingTabs ................................................................................................... 194

UsingtheTextEditor .....................................................................................195
CreatingaPlainTextEmail ................................................................................. 195

TABLEOFCONTENTS ValidatinganEmail ....................................................................................... 197

III:TheToolbar ..................................................... 201

UsingTheHomeScreen.................................................................203
UsingtheHomeScreen................................................................................. 203

UsingTemplates ...........................................................................205
TemplatesOverview ..................................................................................... 205
HowTemplatesWork .........................................................................................205 AdvantagesofTemplates ...................................................................................205 BuiltinandCustomTemplates ...........................................................................205 TestingYourTemplate ...................................................................................... 206

ManagingCustomEmailTemplates ..............................................................206 CreatingandEditingCustomEmailTemplates.............................................. 207

CreatingaCustomEmailTemplate.....................................................................207 EditingaCustomTemplate.................................................................................210

ViewingBuiltInEmailTemplates.................................................................. 211

UsingForms .................................................................................213
FormsOverview ............................................................................................ 213 ViewingandManagingForms ....................................................................... 213 CreatingandEditingForms ........................................................................... 214
CreatingorEditingaSubscriptionForm..............................................................215 CreatingorEditinganUnsubscribeForm ............................................................215 CreatingorEditingaModifyDetailsForm...........................................................216 CreatingorEditingaSendtoFriendForm........................................................... 217 ConfiguringBasicFormSettings ......................................................................... 217 DesigningaConfirmationPageandEmail ......................................................... 220 DesigningaThankYouPageandEmail ............................................................. 222 ConfiguringForwardedEmailHeaders............................................................... 224 DesigninganErrorPage......................................................................................225 AddingaFormtoYourWebsite ......................................................................... 226

ConfiguringUserAccounts.............................................................231
UserAccountOverview ................................................................................. 231
UserPrivileges .................................................................................................... 231

ManagingUserAccounts............................................................................... 232

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TABLEOFCONTENTS
CreatingandEditingUserAccounts.................................................................... 232 DeletingUserAccounts ...................................................................................... 232 ConfiguringUserSettings................................................................................... 233 ConfiguringUserRestrictions ............................................................................. 235 ConfiguringUserPermissions............................................................................. 236 ConfiguringEmailSettings .................................................................................240 ConfiguringGoogleCalendarSettings................................................................ 241

UsingInterspireEmailMarketerSettings........................................ 243
InterspireEmailMarketerSettingsOverview ................................................ 243 ManagingApplicationSettings ..................................................................... 243 ManagingEmailSettings .............................................................................. 245
ManagingGlobalSMTPSettings ........................................................................249

ManagingCronJobs ..................................................................................... 250

ConfiguringCronJobsinInterspireEmailMarketer ............................................ 251 ConfiguringCronSupportonYourServer........................................................... 252 ConfiguringCronViaCommands ................................................................. 252 ConfiguringCronViaaGraphicalInterface ................................................... 253

ManagingSecuritySettings ...........................................................................255 ManagingAddonSettings ............................................................................ 256

UsingTools .................................................................................. 259

InterspireEmailMarketerToolsOverview..................................................... 259 ViewingSystemInformation......................................................................... 259 CheckingForUpdates................................................................................... 261 ViewingErrorLogs........................................................................................ 261 CheckingPermissions ................................................................................... 262

IV:TroubleshootingandIndex ............................... 265

Troubleshooting ........................................................................... 267 Index ........................................................................................... 271

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ListofFigures
Figure1InterspireEmailMarketerOverview .............................................................. 23 Figure2LoginScreen .................................................................................................29 Figure3TheInterspireEmailMarketerInterfaceataGlance ...................................... 31 Figure4RecentActivityLog ....................................................................................... 31 Figure5Tooltips ......................................................................................................... 32 Figure6KnowledgeBaseLinks................................................................................... 32 Figure7NavigatingLists............................................................................................. 32 Figure8TheToolbar................................................................................................... 33 Figure9TheNavigationBar ....................................................................................... 33 Figure10TheContactListsMenu ............................................................................... 37 Figure11ViewingContactLists ..................................................................................40 Figure12ContactListGroupFolders .......................................................................... 41 Figure13CreateNewFolder ......................................................................................42 Figure14RenameFolder ...........................................................................................42 Figure15ViewingContactListMembers .................................................................... 43 Figure16ContactListandSegmentMenu.................................................................. 43 Figure17CreateorEditaContactList ........................................................................ 45 Figure18ProcessingBouncedEmails ......................................................................... 47 Figure19ProcessingBouncedEmails:EnterServerDetails ........................................48 Figure20ProcessingBouncedEmails:StartProcessing..............................................49 Figure21ProcessingBouncedEmails:Progress ..........................................................49 Figure22ProcessingBouncedEmails:Summary ........................................................49 Figure23ViewingSegments....................................................................................... 50 Figure24CreatingaSegment..................................................................................... 51 Figure25CreatingaSegment:ConfigureSegment .................................................... 51 Figure26ViewingaSegmentsContacts .................................................................... 53 Figure27ContactListandSegmentMenu.................................................................. 53 Figure28TheContactListsMenu............................................................................... 55 Figure29ViewingContacts ........................................................................................ 57 Figure30ContactListandSegmentMenu.................................................................. 58 Figure31ContactEventLog ....................................................................................... 58 Figure32ViewContact ...............................................................................................59 Figure33ManualEventLogging:Step1...................................................................... 61 Figure34ManualEventLogging:SelectDateandTime.............................................. 61 Figure35SearchingContacts:ChooseListorSegment...............................................62 Figure36SearchingContacts:FilterandShowFields.................................................. 63 Figure37SearchingContacts:FilterByDateSubscribed............................................. 63 Figure38SearchingContacts:FilterByLink ...............................................................64

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LISTOFFIGURES

Figure39SearchingContacts:FilterByOpenedEmail ............................................... 64 Figure40AddaContact:SelectContactList .............................................................. 65 Figure41AddaContact:AddContactDetails ............................................................ 65 Figure42GoogleCalendar:ConfigureReminder........................................................ 66 Figure43GoogleCalendar:ViewReminder................................................................ 67 Figure44ImportContactsFromaFile ........................................................................ 67 Figure45DefineFileParameters................................................................................ 68 Figure46DefineFieldMapping.................................................................................. 69 Figure47StartImportingContacts............................................................................. 69 Figure48ImportInProgress .......................................................................................70 Figure49ContactImportReport .................................................................................70 Figure50ExportContactsToaFile .............................................................................71 Figure51SpecifyContactFileDetails ..........................................................................72 Figure52StartExporting.............................................................................................72 Figure53ExportingContacts.......................................................................................73 Figure54DownloadContactsFile ...............................................................................73 Figure55ViewExportedContactsFile.........................................................................73 Figure56SaveExportedContactsFile.........................................................................74 Figure57RemoveaContact:ChooseContactList .......................................................74 Figure58RemoveaContact:DefineContacts.............................................................75 Figure59EnterContactAddressesManually...............................................................75 Figure60UploadListofContactstoRemove ..............................................................75 Figure61RemovedContactReport............................................................................ 76 Figure62EmailSuppressionList:ChooseContactList ............................................... 76 Figure63EmailSuppressionList:ViewSuppressedEmailAddresses ......................... 76 Figure64EditSuppressedEmailAddress ....................................................................77 Figure65SuppressanEmailorDomain:SelectContactList........................................78 Figure66EnterAddressesorDomainsforSuppressionManually................................78 Figure67UploadListofAddressesorDomainsforSuppression ..................................78 Figure68SuppressedEmailAddressorDomainReport ............................................. 79 Figure69TheEmailCampaignsMenu........................................................................ 81 Figure70ManualSplitTesting.................................................................................... 82 Figure71MultiLevelSplitTestingExample ............................................................... 83 Figure72AutomaticSplitTesting............................................................................... 84 Figure73ViewingEmailCampaigns ........................................................................... 86 Figure74CreateanEmailCampaign ...........................................................................87 Figure75TheEmailCampaignEditor ......................................................................... 89 Figure76CheckYourEmailforSpam ......................................................................... 90 Figure77SendanEmailCampaign ............................................................................. 92 Figure78SendanEmailCampaign:SearchContacts ................................................. 93 Figure79SendanEmailCampaign:CampaignSettings ............................................. 94

LISTOFFIGURES 13 Figure80ScheduleEmailCampaign ........................................................................... 95 Figure82SendanEmailCampaign:Report ................................................................96 Figure81UseGoogleAnalytics...................................................................................96 Figure83SendinganEmailCampaign:Warning ......................................................... 97 Figure84SendinganEmailCampaign:SendinginProgress ....................................... 97 Figure85SendinganEmailCampaign:Completed..................................................... 97 Figure86ViewingSplitTests ...................................................................................... 97 Figure87CreatingaSplitTest .................................................................................. 100 Figure88SendingaSplitTest................................................................................... 102 Figure89SendingaSplitTest:TestSettings ........................................................... 103 Figure90ScheduleSplitTest.................................................................................... 104 Figure91SendingaSplitTest:ReviewTest .............................................................. 105 Figure92SendingaSplitTest:Warning.................................................................... 105 Figure93SendingaSplitTest:SendinginProgress .................................................. 105 Figure94SendingaSplitTest:Completed ............................................................... 106 Figure95ViewScheduledEmailCampaigns ............................................................. 106 Figure96TheAutorespondersMenu ........................................................................ 109 Figure97TriggersOverview ..................................................................................... 110 Figure98ViewAutoresponders:ChooseContactList ................................................111 Figure99ViewAutoresponders:ManageAutoresponders.........................................111 Figure100CreateanAutoresponder:SelectaContactList........................................113 Figure101CreateanAutoresponder:NameandSearch ............................................113 Figure102AutoresponderFilterOptions .................................................................. 114 Figure103Autoresponder:FilterByLink .................................................................. 114 Figure104Autoresponder:FilterByOpenedEmail................................................... 114 Figure105Autoresponder:SendingOptions............................................................. 115 Figure106Autoresponder:SelectaTemplate ...........................................................117 Figure107TheAutoresponderEditor........................................................................ 118 Figure108CheckYourEmailforSpam ..................................................................... 119 Figure109ViewingTriggers...................................................................................... 120 Figure110CreateaNewTrigger:GeneralSettings ................................................... 122 Figure111DateBasedTriggerOptions..................................................................... 123 Figure112EmailBasedTriggerOptions ................................................................... 123 Figure113WhenTriggered:SendEmailCampaign ................................................... 124 Figure114WhenTriggered:SendEmailCampaign................................................... 124 Figure115ActivateTriggerBasedonCustomDate................................................... 125 Figure116ActivateTriggerBasedonSpecificDate .................................................. 125 Figure117ActivateTriggerBasedonLinkBeingClicked........................................... 126 Figure118ActivateTriggerBasedonEmailBeingOpened ....................................... 126 Figure119CreateaNewTrigger:SendingOptions ................................................... 126 Figure120TheCustomFieldsMenu ......................................................................... 129

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LISTOFFIGURES

Figure121ViewingCustomFields .............................................................................130 Figure122CreateaCustomField:TypeandName.................................................... 131 Figure123CreateaCustomField:SelectContactList ...............................................132 Figure124ConfiguringaTextField ...........................................................................132 Figure125ConfiguringaMultilineTextField ............................................................. 133 Figure126ConfiguringaNumbersOnlyField............................................................134 Figure127ConfiguringaPickList ..............................................................................135 Figure128ConfiguringCheckboxes...........................................................................136 Figure129ConfiguringRadioButtons ....................................................................... 137 Figure130ConfiguringaDateField ...........................................................................138 Figure131TheStatisticsMenu ..................................................................................139 Figure132ViewingEmailCampaignStatistics.......................................................... 140 Figure133DetailedEmailCampaignStatistics ..........................................................141 Figure134ViewingSplitTestStatistics..................................................................... 142 Figure135DetailedSplitTestStatistics .................................................................... 144 Figure136ViewingAutoresponderStatistics.............................................................145 Figure137DetailedAutoresponderStatistics ........................................................... 146 Figure138ViewingTriggerStatistics........................................................................ 148 Figure139DetailedTriggerStatistics ....................................................................... 149 Figure140ViewingContactListStatistics .................................................................150 Figure141DetailedContactListStatistics................................................................. 151 Figure142ViewingUserAccountStatistics ...............................................................152 Figure143DetailedUserAccountStatistics...............................................................153 Figure144ExportingStatistics ..................................................................................154 Figure145PrintingStatistics .....................................................................................154 Figure146PrintingStatistics:Preview.......................................................................155 Figure147PrintingStatistics:PrintDialog .................................................................155 Figure148DetailedStatistics:DetailedList...............................................................156 Figure149DetailedStatistics:PieChart ....................................................................156 Figure150DetailedStatistics:Timeline ..................................................................... 157 Figure151DetailedStatistics:DateRange ................................................................ 157 Figure152DetailedStatistics:CustomDateRange ................................................... 157 Figure153DetailedStatistics:IndividualRecords ...................................................... 157 Figure154DetailedStatistics:RefineLists ................................................................ 157 Figure155HTMLEditorOverview ............................................................................ 160 Figure156HTMLDesignTools ..................................................................................161 Figure157TheFind/ReplaceWindow ....................................................................... 162 Figure158CheckSpelling..........................................................................................163 Figure159TheLinkScreen....................................................................................... 166 Figure160TheEmailLinkScreen ............................................................................. 169 Figure161TheImagesScreen ...................................................................................170

LISTOFFIGURES 15 Figure162InsertTable.............................................................................................. 174 Figure163ModifyingTableProperties.......................................................................175 Figure164ModifyingCellProperties ........................................................................ 176 Figure165InsertForm .............................................................................................. 178 Figure166InsertTextField....................................................................................... 180 Figure167InsertTextArea ....................................................................................... 180 Figure168InsertHiddenField................................................................................... 181 Figure169InsertButton ........................................................................................... 181 Figure170InsertCheckbox ....................................................................................... 182 Figure171InsertRadioButton .................................................................................. 183 Figure172InsertListBox .......................................................................................... 184 Figure173PageProperties........................................................................................ 185 Figure174CustomFields .......................................................................................... 186 Figure175TextBlockIcons ....................................................................................... 187 Figure176RightClick(Text) ..................................................................................... 188 Figure177RightClick(Image)................................................................................... 188 Figure178ResizingImages ....................................................................................... 189 Figure179RightClick(Table) ................................................................................... 190 Figure180TableIcons .............................................................................................. 190 Figure181CellIcons ................................................................................................. 191 Figure182EditingHTML .......................................................................................... 191 Figure183PreviewinganEmail................................................................................. 192 Figure184CustomFieldButtons .............................................................................. 192 Figure185SimpleandCompleteModeLink ............................................................. 193 Figure186SimpleDesignTools ................................................................................ 193 Figure187CompleteDesignTools ............................................................................ 193 Figure188HTMLTags .............................................................................................. 193 Figure189RemoveandEditHTMLTags................................................................... 194 Figure190EditingaTag ........................................................................................... 194 Figure191HTMLEditorTabs.................................................................................... 194 Figure192CreateaCustomDocument:TextContent .............................................. 196 Figure193EmailValidation....................................................................................... 198 Figure194TheHomeLink ........................................................................................ 203 Figure195TheHomeScreen .................................................................................... 203 Figure196TheTemplatesMenu............................................................................... 205 Figure197Templates:CustomEmailTemplates.......................................................206 Figure198Templates:CreateaCustomTemplate....................................................208 Figure199TheTemplateEditor................................................................................209 Figure200CustomEmailTemplates:UpdateTemplate........................................... 210 Figure201ViewBuiltinTemplates........................................................................... 211 Figure202TheFormsMenu ..................................................................................... 213

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LISTOFFIGURES

Figure203ViewingandManagingForms ................................................................. 214 Figure204ExampleSubscriptionForm .....................................................................215 Figure205ExampleUnsubscribeForm......................................................................215 Figure206ExampleModifyDetailsForm ................................................................. 216 Figure207ExampleSendtoFriendForm ..................................................................217 Figure208ConfiguringBasicFormSettings ............................................................. 218 Figure209DesigningaConfirmationPageandEmail ...............................................221 Figure210DesigningaThankYouPageandEmail .................................................. 223 Figure211DesigningForwardedEmailHeaders ....................................................... 225 Figure212DesigninganErrorPage .......................................................................... 226 Figure213AddingaFormtoYourWebsite................................................................227 Figure214PasteHTMLintoWebDevelopmentApplication..................................... 228 Figure215EditForminYourWebDevelopmentApplication.................................... 228 Figure216InterspireEmailMarketerSubscriptionForminaWebPage ................... 229 Figure217TheUserAccountsLink ............................................................................231 Figure218UserAccounts ......................................................................................... 232 Figure219DeleteaUserAccount..............................................................................233 Figure220UserSettings .......................................................................................... 234 Figure221EmailMarketingTip .................................................................................235 Figure225UserAccount:SMTPServerDetails......................................................... 241 Figure226UserAccount:SignupForsmtp.comService .......................................... 241 Figure228TheSettingsLink .................................................................................... 243 Figure229Settings:ApplicationSettings................................................................. 244 Figure230Settings:EmailSettings .......................................................................... 246 Figure231EmailSettings:SMTPServerDetails ....................................................... 250 Figure232EmailSettings:SignupForsmtp.comService......................................... 250 Figure233Settings:CronJobs...................................................................................251 Figure234CronTimingConfiguration.......................................................................253 Figure235cPanel:Advanced .....................................................................................253 Figure236cPanel:StandardorAdvancedCronMode .............................................. 254 Figure237cPanel:StandardCronSetup ................................................................... 254 Figure238cPanel:AdvancedCronSetup ..................................................................255 Figure239UserLockedOut ......................................................................................255 Figure240Settings:SecuritySettings ..................................................................... 256 Figure241Settings:AddonsSettings ....................................................................... 256 Figure242TheToolsMenu ...................................................................................... 259 Figure243SystemInformation ................................................................................ 260 Figure244UpdateAvailable .................................................................................... 261 Figure245ViewingErrorLogs.................................................................................. 261 Figure246CheckingPermissions ............................................................................. 262 Figure247PermissionCheckinginProgress ............................................................. 262

LISTOFFIGURES 17 Figure248PermissionReport ................................................................................... 263

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LISTOFFIGURES

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ListofTables
Table1NavigatingLists ............................................................................................. 32 Table2TheToolbar ................................................................................................... 33 Table3TheNavigationBar ........................................................................................ 34 Table4ViewingContactLists ....................................................................................40 Table5ViewingContactListMembers ...................................................................... 43 Table6CreateorEditaContactList .......................................................................... 45 Table7ProcessingBouncedEmails:EnterServerDetails...........................................48 Table8ViewingSegments......................................................................................... 50 Table9ViewingSegmentContacts............................................................................ 53 Table10ViewingContacts ......................................................................................... 58 Table11ViewContact................................................................................................60 Table12ViewingEmailCampaigns............................................................................86 Table13SendanEmailCampaign:CampaignSettings ..............................................94 Table14ViewingSplitTests.......................................................................................98 Table15CreatingaSplitTest................................................................................... 100 Table16SendingaSplitTest:TestSettings ............................................................. 103 Table17ViewScheduledEmailCampaigns.............................................................. 106 Table18ViewAutoresponders..................................................................................111 Table19Autoresponder:SendingOptions............................................................... 115 Table20ViewingTriggers........................................................................................ 121 Table21CreateaNewTrigger:GeneralSettings ..................................................... 122 Table22CreateaNewTrigger:SendingOptions ..................................................... 127 Table23ViewingCustomFields............................................................................... 130 Table24ConfiguringaTextField ............................................................................. 132 Table25ConfiguringaMultilineTextField ...............................................................133 Table26ConfiguringaNumbersOnlyField ............................................................. 134 Table27ConfiguringaPickList................................................................................ 135 Table28ConfiguringCheckboxes ............................................................................ 136 Table29ConfiguringRadioButtons..........................................................................137 Table30ConfiguringaDateField............................................................................. 138 Table31ViewingEmailCampaignStatistics ............................................................ 140 Table32DetailedEmailCampaignStatistics............................................................ 141 Table33ViewingSplitTestStatistics ....................................................................... 143 Table34DetailedSplitTestStatistics ...................................................................... 144 Table35ViewingAutoresponderStatistics .............................................................. 145 Table36DetailedAutoresponderStatistics.............................................................. 146 Table37ViewingTriggerStatistics........................................................................... 148 Table38DetailedTriggerStatistics.......................................................................... 149

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LISTOFTABLES

Table39ViewingContactListStatistics ...................................................................150 Table40DetailedContactListStatistics................................................................... 151 Table41ViewingUserAccountStatistics .................................................................152 Table42DetailedUserAccountStatistics.................................................................153 Table43HTMLDesignTools ....................................................................................161 Table44TheLinkScreen:CommonFields .............................................................. 166 Table45TheLinkScreen:PredefinedLinks.............................................................167 Table46TheLinkScreen:TargetWindowOptions ..................................................167 Table47LinkandImagesScreens:UploadingFilesandImages ............................... 168 Table48TheImagesScreen .....................................................................................170 Table49GeneralCustomFields............................................................................... 186 Table50TheHomeScreen ...................................................................................... 203 Table51Templates:CustomEmailTemplates......................................................... 206 Table52ViewingandManagingForms ................................................................... 214 Table53ConfiguringBasicFormSettings................................................................ 218 Table54DesigningaConfirmationPageandEmail ................................................. 222 Table55DesigningaThankYouPageandEmail..................................................... 224 Table56DesigningForwardedEmailHeaders ......................................................... 225 Table57DesigninganErrorPage ............................................................................ 226 Table58UserSettings............................................................................................. 234 Table59CreateUser:UserRestrictions ....................................................................235 Table60CreateUser:UserPermissions................................................................... 238 Table61Settings:ApplicationSettings ................................................................... 244 Table62Settings:EmailSettings ............................................................................ 246 Table63Settings:AddonsSettings ..........................................................................257 Table64SystemInformation .................................................................................. 260 Table65ViewingErrorLogs .................................................................................... 261

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I
INTRODUCTION
Thissectioncontainsthefollowingchapters: Introduction(23) GettingStarted(27) LoggingIntoInterspireEmailMarketer(29) TheInterspireEmailMarketerInterface(31)

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23

Introduction
WelcometoInterspireEmailMarketer
CongratulationsonyourpurchaseofInterspireEmailMarketer!InterspireEmailMarketer givesyouanunprecedentedabilitytocreate,manageandautomatelargescaleemail marketingcampaigns,mailinglists,andautomaticresponses. Note:IfyouwanttostartusingInterspireEmailMarketertosendoutemailsrightaway,see GettingStartedonpage27.

InterspireEmailMarketerOverview
HeresanoverviewofhowInterspireEmailMarketerworks.Thefigurebelowshowshow InterspireEmailMarketersmostimportantcomponentsinteract.Therestofthischapter describesthecomponentsinthisfigure.
Figure 1 InterspireEmailMarketerOverview

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INTRODUCTION

Contacts
ContactsarethepeopleaboutwhomyoustoreinformationinInterspireEmailMarketer. Thesearethepeopletowhomyousendemails.

Contactlists
InterspireEmailMarketerstoresallofyourcontactsincontactlists. Youcanhavemultiplecontactslists,andyoucanconfigureeachcontactlisttoworkina differentway.Forexample,youcanconfigureonecontactlisttosendoutautomaticemails toitsmemberseverymonth,andconfigureanotherlisttotakenoautomaticaction.You canalsoconfigureinformationdifferentlyforeachcontactlist(suchasthefromaddress oftheemailsyousendout,andyourcompanyname).

ManualInput,CSVFilesandWebsiteForms
Therearethreewaystoaddcontactstoacontactlist:byinputtingthemmanuallyoneby one,byuploadingaCSV(CommaSeparatedValue)filewithinformationonmultiple contacts,orbyhavingcontactsfilloutaformonyourwebsite. Note:YoucanoutputaCSVfilefrommanydatabaseandspreadsheetapplications (MicrosoftExcel,forexample).WhenyouuploadaCSVfiletoInterspireEmail Marketer,youcanspecifyhowInterspireEmailMarketershouldpopulatethecontact listwiththeinformationinthefile. InterspireEmailMarketerhelpsyoucreateformsyoucanputonyourwebsitetoletyour customerssignupforyournewsletteroremails. Note:YoucandesignformsinInterspireEmailMarketer,andthenpastetheHTMLdirectly intoyourwebpages.Youcanalsoputsomekindsofformsintotheemailsyousend out. Therearethreewaystoaddcontactstoacontactlist:byinputtingthemmanuallyoneby one,byuploadingaCSV(CommaSeparatedValue)filewithmultiplecontactsinformation, orbyhavingcontactsfilloutaformonyourwebsite. Note:YoucanoutputaCSVfilefrommanydatabaseandspreadsheetapplications (MicrosoftExcel,forexample).WhenyouuploadaCSVfiletoInterspireEmail Marketer,youcanspecifyhowitshouldpopulatethecontactlistwiththeinformation inthefile.

Templates
UseHTMLandplaintexttemplatestoformthebasisofyouremailcampaigns.Templates makeyouremailsattractiveandpromoteyourbrandidentity.

INTRODUCTION 25 EitherusethetemplatesincludedwithInterspireEmailMarketer,whicharedesigned specificallytodisplaycorrectlyinallpopularemailclients,ordesignyourownusing InterspireEmailMarketersfullyfeaturedHTMLdevelopmenteditorandplaintexteditor.

EmailCampaignsandSplitTests
EmailcampaignsaretheemailsthatyousendoutfromInterspireEmailMarketertothe peopleonacontactlist. EmailcampaignsarebasedonanHTMLorplaintexttemplate,andaresenttomembersof acontactlist.Youcontrolwhenyousendemailcampaigns;youcansendthemattheclick ofabutton,orschedulethemtobesentoutataspecificpointinthefuture. Splittestsallowyoutodiscoverwhichversionofanemailismosteffective.Youcancreate differentvariationsonanemail(threeversionswithdifferentsubjectlines,forexample)and sendthemouttoyourcontactlistatrandom,inequalnumbers.Thestatisticsthatare returnedletyouseewhichversionhasthehighestopenorclickthroughrate. InterspireEmailMarketeralsosupportsautomaticsplittesting,inwhichthecandidate emailversionsaresenttoonlyasmallproportionofyourcontactlist,andthewinner versionisthensenttotheremainingcontactsinthelist.

AutorespondersandTriggers
Likeemailcampaigns,autorespondersareemailsbasedonHTMLorplaintexttemplates. However,autorespondersaresentoutautomaticallyatpredefinedintervalsafteracontact isaddedtoacontactlist. Forexample,youmaywanttosendoutoneautoresponderassoonascontactsareaddedto thelist(Thanksforjoiningourmailinglist!)andanotheramonthorayearaftertheyjoin (Youvebeenreadingourdailynewsletterfor30daysnow;telluswhatyouthink!). Triggersaresimilartoautoresponders,butallowyouevengreaterflexibilitytoautomate emailandadministrativetaskstohappenautomaticallywhencertainothereventsoccur. Youcansetupdaterelatedtriggers(sothateveryoneinyourcontactlistreceivesaHappy Birthdayemailontheirbirthday,forexample)andeventrelatedtriggers(sothatacontact isautomaticallyaddedtoawarmleadscontactlistwhenheorsheopensyouremail).

CustomFields
Customfieldsarevariablesthatareaddedtoacontactlist.Youcanaddanykindofvariable youwant(City,Dateofbirth,Zipcode,Hatsizewhateveryouneed).Whenyou addacustomfieldtoacontactlist,youcanthenadditintoanemailcampaign. InterspireEmailMarketeralreadyhasalotofbuiltincustomfieldsthatyoucanuseto personalizeyouremails.Forexample,ifyourequiredthatacontactfillsinaFirstname fieldinthewebsiteform,youcanthensendoutanemailthatautomaticallyaddressesthe contactasDearJoe.Thisfunctionissimilartothemailmergefeaturefoundinsome wordprocessinganddatabaseapplications

26

INTRODUCTION

Note:Ifyouaregoingtousecustomfieldsinemails,itisstronglyrecommendedthatyou makethemmandatory(acontactmustfillthemintosignup).Thisway,youcanbe surethatyouwillhavenoembarrassinggapsinyouremails.

EmailTracking
InterspireEmailMarketerallowsyoutotrackandviewavarietyofinformationaboutthe emailsyousend;howmanyareopened(andwhen),howmanylinksareclickedineachone (andwhichlinkwasclicked),andsoon.

BounceTracking
Bouncedemailsarethosethatneverreachtheirdestination. Thiscanhappenfornumerousreasons.However,ifyoukeepsendingemailstoanaddress thatdoesnotacceptthem,thereisadangerthatyouremailservercouldbeblacklisted (makingitmuchmoredifficulttosendsubsequentemailstoanybody).Toavoidthis, InterspireEmailMarketercantrackbouncedemails,discoverwhytheywerebounced,and automaticallyactbydeactivatingcontactsemailaddresses.Thecontactsdetailsremainin thelist,butemailsarenolongersent. InterspireEmailMarketercantellthedifferencebetweenemailsthatbouncedfor temporaryreasons(acontactsinboxwasfull,forexample)andthosethatbouncedfor permanentreasons(theaccountdoesnotexist,forexample).InterspireEmailMarketercan thentakedifferentactiondependingonthetypeofbouncethatoccurred.

Cron
Cron(anabbreviationofchronograph)isaprogramthatactivatesotherprograms, commandsandprocessesatpredeterminedtimesandintervals.Itisawayofscheduling taskstohappenautomatically.TheInterspireEmailMarketerserverusescronjobstotake careofsendingoutscheduledemails,handlingautorespondersandbouncedemails,anda varietyofothertasks.

EventLog
InterspireEmailMarketerseventlogisaCRM(CustomerRelationshipManagement) featurethatallowsyoutoseeallofyourinteractionswithacontactataglance.Information aboutInterspireEmailMarketerrelatedevents(forexample,eachtimeanemailissenttoa contact)isloggedautomatically,andyoucanalsomanuallylogallsortsofother information(forexample,eachtimeyoucallormeetacontactinperson).

27

GettingStarted
Usethischapterifyouwanttostartsendingoutemailsrightaway.Thestepsinthischapter showyouhowtosetupalistofyourcontacts,andsendemailstothem. Note:InterspireEmailMarketershouldalreadybesetupandconfiguredonyourserver.If youareindoubt,checkwithyoursystemadministratororwhoeverisinchargeofthe server. Stepsmarkedwitharedasterisk(*)arenecessary.Theotherstepsarenotnecessary,but allowyoutoperformadditional,usefultasks. Followthelinkstootherpartsofthisusersguideforinformationonhowtocompleteeach step. 1 LogintoInterspireEmailMarketer.* UseyourusernameandpasswordtoaccessInterspireEmailMarketer. SeeLoggingIntoInterspireEmailMarketeronpage29. 2 Setupacontactlist.* Createalisttoholdinformationaboutyourcontacts(thepeopletowhomyousend youremails).Youcanalsoconfigurethefollowing: Yourname,emailaddress,andotherpersonaldetails. Yourcompanysname,addressandphonenumber. Wherebouncedemailsshouldbesent. Whichcustomfieldsyouwanttouse(seestep3). Whichfieldsyouwanttoseewhenyouviewthelist. SeeCreatingandEditingContactListsonpage44. 3 Createcustomfields. Ifyouwanttocollectaspecifictypeofinformationaboutyourcontacts,youcancreate acustomfieldtoholdtheinformation. Youcanspecifythekindoffieldyouwanttomake(textbox,dropdownlist,check box,andsoon),andavarietyofothersettings. Youcanalsospecifywhetherornotthefieldshouldbemandatory(ifafieldis mandatory,itmustbefilledinbeforeyoucansuccessfullyaddacontacttothelist). SeeCreatingandEditingCustomFieldsonpage130. Note:Skipthisstepifyoudonotwanttocollectinformationthatisnotcoveredbythebuilt infields. 4 Addcontactstoyourcontactlist.* Manuallyaddinformationaboutoneormorepeopletowhomyouwanttosend emails.Youcanalsouploadafilecontainingcontactsinformation,ifyouhaveone. SeeAddingorEditingaContactonpage64.

28

GETTINGSTARTED

5 Createasignupform. UseInterspireEmailMarketertocreateanHTMLformyoucanaddtoyourwebsite thatallowspeopletoaddtheirinformationtoyourcontactlist. SeeCreatingandEditingFormsonpage214. Note:Skipthisstepifyoudonotwanttoallowpeopletosignuptojoinyourcontactlist. 6 Placethesignupformonyourwebsite. AddtheHTMLformyoucreatedinstep5toapageonyourwebsite. SeeAddingaFormtoYourWebsiteonpage226. Note:Skipthisstepifyoudidnotcreateaforminstep5. 7 Createanemailcampaign.* Emailcampaignscontroltheemailsyousenttothecontactsonyourcontactlist. SpecifywhetheryouwanttosendanHTMLemail,aplaintextemail,orboth (knownasmultipart). DesigntheHTMLand/ortextcomponentsofthecampaign.Usethebuiltin templates,modifyatemplate,orbuildyourownfromscratch. Writeyouremailstextcontent. Usecustomfields,ifrequired. Activatetheemail:allowittobesenttoyourcontacts. Validateyouremail,ifrequired:checkhowitlooksinpopularemailclients. Previewyouremail,ifrequired:sendatestcopytoyourownemailaddress. Savethecampaign. SeeCreatingandEditingEmailCampaignsonpage87. 8 Sendyourcampaigntoyourcontacts.* Selectthecontactlisttowhichyouwanttosendtheemailcampaign,andsenditout tothecontactsbelongingtothelist. SeeSendingEmailCampaignsonpage91. 9 Checkstatisticsaboutyourcampaign. Findouthowmanyofyouremailsreachedtheirtargetssuccessfully,howmanywere opened,andavarietyofotherstatistics. SeeViewingEmailCampaignStatisticsonpage140. Note:Skipthisstepifyoudonotwanttoviewstatisticsaboutyourcampaign.

29

LoggingIntoInterspireEmailMarketer
TakethefollowingstepstologintoInterspireEmailMarketer. 1 OpenyourInternetbrowserandenterInterspireEmailMarketersURLintheaddress bar.HitEnterorclickGo.
Figure 2 LoginScreen

2 EnteryourUsernameandPassword. 3 Selectthescreenyouwanttoseeonceyouhaveloggedin.Seethefollowingpagesfor moreinformationoneachscreen: Homepage:seeUsingTheHomeScreenonpage203. Mycontacts:seeViewingandManagingContactsonpage56. Mycontactlists:seeViewingandManagingContactListsonpage39. Mysegments:seeCreating,EditingandViewingSegmentsonpage49. Myemailcampaigns:seeViewingandManagingEmailCampaignsonpage85. Myautoresponders:seeViewingAutorespondersonpage110. Mycampaignstatistics:seeViewingEmailCampaignStatisticsonpage140. 4 IfyouwantInterspireEmailMarketertorememberyourUsernameandPassword, clickRemembermydetails.IfyoudonotwantInterspireEmailMarketerto rememberyourdetails,leavethisboxunchecked. Note:SelectRemembermydetailsonlywhenyouaretheonlypersonwithaccesstothe computeryouareusing.NEVERselectthisonapubliccomputer.Failureto adequatelyprotectthedetailsofyourcontactsmaycontraveneyourlocaldata protectionlaws. 5 ClickLogin.IfyourUsernameandPasswordarecorrect,thescreenyouselectedin step3displays. Note:Ifyouforgotyourpassword,clicktheForgotyourpassword?link.Ascreendisplays inwhichyoucanenteryourUsername.ClickSendemail.Anemailissenttothe emailaddressyouregisteredwithInterspireEmailMarketer.Youcanclickalinkinthe emailtoregainaccesstoInterspireEmailMarketer.

30

LOGGINGINTOINTERSPIREEMAILMARKETER

31

TheInterspireEmailMarketer Interface
ThischapterdiscussesInterspireEmailMarketersGraphicalUserInterface(GUI).TheGUI letsyoucontroleveryaspectofInterspireEmailMarketer.

TheInterspireEmailMarketerInterfaceataGlance
TheGUIisdividedupintothreeparts.
Figure 3 TheInterspireEmailMarketerInterfaceataGlance

Seepage33formoreinformationonthetoolbar. Seepage33formoreinformationonthenavigationbar. Thefieldsthatdisplayintheworkspacedependonthescreenyouarecurrentlyviewing. TheNavigationBarandTheToolbarsectionsofthisusersguidedealwiththe workspace.

RecentActivityLog
Whentherecentactivitylogisenabled(seeConfiguringUserSettingsonpage233),alistof thescreensyouhaverecentlyvisiteddisplaysatthetopofyourscreen.
Figure 4 RecentActivityLog

32

THEINTERSPIREEMAILMARKETERINTERFACE

Clickanitemintherecentactivitylogtojumpbacktotherelevantscreen. Note:Therecentactivitylogisauserspecificsetting;youcanturnitonoroffforoneuser withoutaffectinghowtheinterfacedisplaystootherusers.

TooltipsandKnowledgeBaseLinks
ManyobjectsintheGUIhavetooltipiconsnexttothem( overthetooltiptoseemoreinformationabouttheobject.
Figure 5 Tooltips

).Placeyourmousepointer

Otherobjectshavetextlinksnexttothem.Clicktheselinkstoseeanarticlefromthe Interspireknowledgebaseonthesubject.
Figure 6 KnowledgeBaseLinks

ToseemorearticlesintheInterspireknowledgebase,clickHelpinthetoolbar.

SortingLists
Whenyousee Click and arrowiconsinalistheading,usethemtosortthelist. tosortthelistindescendingorder. tosortthelistinascendingorder,orclick

NavigatingLists
Inpageswithnumerouslistentries,navigationtoolsdisplay.
Figure 7 NavigatingLists

Table 1 NavigatingLists

Resultsperpage << Back 1,2,3,... Next >>

Selectthenumberoflistentriestodisplayineachpage. Clickthistogotothefirstpageinthelist. Clickthistomovebackwardonepageinthelist. Clickthistogotothenumberedpageinthelist. Clickthistomoveforwardonepageinthelist. Clickthistogotothelastpageinthelist.

THEINTERSPIREEMAILMARKETERINTERFACE 33

TheToolbar
Thetoolbardisplaysineveryscreen.
Figure 8 TheToolbar

UsethetoolbartoperformtasksrelatedtoInterspireEmailMarketerssystemand management.
Table 2 TheToolbar

Home

ClickthistoreturntotheHomepage,whereyoucanseeyourcontact activityforthelastsevendaysandusetheGettingStartedtool. Note:TheGettingStartedtoolwalksyouthroughthebasicconfiguration stepsyouneedtotaketosetupInterspireEmailMarketerandstart sendingemailcampaigns.

Templates

ClickthistoviewInterspireEmailMarketersbuiltinemailtemplates,or tocreateorconfigureyourowncustomemailtemplates. Note:Templatescontroltheappearanceoftheemailsyousend.

Forms

Clickthistoseeamenuthatletsyoucreate,viewandeditwebsiteforms. Note:Youcancreateformsforyourwebsitethatletcontactssubscribe, unsubscribe,modifytheirdetails,orsendinformationtoafriend.

UserAccounts

ClickthistogototheUserAccountsscreen,whereyoucancreate,delete andmanageInterspireEmailMarketeruseraccounts. Note:Whenyoucreatenewusers,youcanspecifythefeatures, templates,contactlistsandsoontowhicheachuserhasaccess.

Settings Tools

ClickthistogototheSettingsscreen,whereyoucanviewandchange globalsystem,emailandscheduling,securityandaddonmodulesettings. Clickthistoseeamenuthatallowsyoutocheckinformationaboutyour serversconfiguration,checkforupdatestoInterspireEmailMarketer, viewthePHPerrorlog,andcheckInterspireEmailMarketers componentsfilepermissions. ClickthistologoutofInterspireEmailMarketer.Youwillneedyouruser nameandpasswordtologbackin. ClickthistogototheInterspireEmailMarketeronlineknowledgebase, whereyoucanreadhelparticlesonallofInterspireEmailMarketers features.

Logout Help

TheNavigationBar
Thenavigationbardisplaysineveryscreen.
Figure 9 TheNavigationBar

34

THEINTERSPIREEMAILMARKETERINTERFACE

Usethenavigationbartogotoscreenswhereyoucancreate,configureandmanageyour emailcampaigns.
Table 3 TheNavigationBar

ContactLists

Clickthistoseeamenuthatletsyoumanagecontactlists,bounced emails,contactlistsegmentsandcontactlistgroups. Note:Bouncedemailsareemailsyousentthatcouldnotbedelivered. Note:Segmentsaregroupsofcontactlistentriesthatshareaparticular feature;forexample,entrieswith.comintheaddress.

Contacts

Clickthistoseeamenuthatletsyoumanagecontactsmanually,uploador downloadafileofcontacts,andmanagesuppressionlists. Note:InterspireEmailMarketerusesCSV(CommaSeparatedValue)files touploadcontacts.ManycommonapplicationssuchasMicrosoft OutlookandExcelcanexportCSVfiles. Note:Suppressionlistscontainemailaddressestowhichemailsarenot sent,eventhoughtheaddressremainsonthecontactlist.

EmailCampaigns

Clickthistoseeamenuthatallowsyoutoview,createandsendemail campaigns,performsplittestsandviewscheduledemails. Note:ScheduledemailsareemailsyouhaveconfiguredInterspireEmail Marketertosendoutataparticularpointinthefuture.

Autoresponders

Clickthistoseeamenuthatallowsyoutocreate,viewandedit autorespondersandtriggers. Note:Autorespondersareemailsthataresentoutautomaticallyaftera certainevent(forexample,assoonasacontactjoinsyourlist). Triggersaresimilartoautoresponders,butallowyouevengreater flexibilitytoautomateemailandadministrativetaskstohappen automaticallywhencertainothereventsoccur.

CustomFields

Clickthistoseeamenuthatletsyoucreate,viewandeditsubscription formcustomfields. Note:Bydefault,subscriptionformscontainonlyEmailAddressand ContactFormat(plaintextorHTML)fields.Customfieldshelpyou gathermoreinformationaboutyourcontactswhentheyjoinyour list.

Statistics

Clickthistoseeamenuthatletsyouviewstatisticsaboutyouremail campaigns,splittests,triggers,autoresponders,contactlistsanduser accounts.

35

II
THENAVIGATIONBAR
Thissectioncontainsthefollowingchapters: UsingContactLists(37) UsingContacts(55) UsingEmailCampaigns(81) UsingAutorespondersandTriggers(109) UsingCustomFields(129) UsingStatistics(139) EditingHTMLandText(159)

36

37

UsingContactLists
ThischapterdiscusseshowtousetheContactlistsmenuinthenavigationbar.
Figure 10 TheContactListsMenu

ContactListOverview
Contactlistsarethebasicbuildingblockofyouremailcampaigns.Eachcontactlistcontains informationaboutasetofcontacts:thepeopletowhomyousendyouremails. Youcancreateseparatecontactlistsfordifferenttypesofcontacts(forexample,onelistfor leadsfromatradeshowandanotherforpeoplewhosignupforyourcompanyemail newsletter). Whenyoucreateanemailcampaign,yousendittooneormorecontactlists.Youcanalso sendanemailcampaigntoasegment(seeContactListSegmentsonpage38).

ContactListInformation
Acontactlistcontainsavarietyofinformationabouteachcontact.Thetypeandextentof informationyoucollectabouteachcontactisconfigurable. Forexample,acontactlistfortradeshowleadsmightcontainbasicinformation,suchas: Firstandlastname. Emailaddress. Companyname. Jobtitle. However,anothertypeoflistmightcontaindifferenttypesofinformation.Forexample,a contactlistforcustomersofamensclothingstoremightcontaininformationsuchas: Firstandlastname. Emailaddress. Suitjacketsize.

38

USINGCONTACTLISTS

Lastproductpurchased. Theinformationacontactlistcontainsdependssolelyuponthebuiltinandcustomfields thatyoudefineandpopulatewithinformation.Whenyoucreatecontactsyourself(by enteringinformationfrombusinesscardsafteratradeshow,forinstance)youmustenter theinformationyourself;whencontactsaddthemselvestolists(bysigningupfora newsletter,forinstance)theymustentertheinformationthemselves. Thesefieldsallowyoutopersonalizeyouremailcampaigns.Forexample,theownerofthe mensclothingstorewouldbeabletousethecustomfieldsmentionedabovetosendout highlypersonalizedemailssuchas: DearMr.Smith, Thankyousomuchforpurchasingyourovercoatfromourstorerecently.Asavalued customer,Iwouldliketoletyouknowaboutourfalllineofsportcoatsavailableinyour size,42long.

BouncedEmails
Bouncedemailsareemailsyousendthatcannotbedeliveredtotherecipient.Thiscan happenforavarietyofreasons:therecipientsmailboxisfull,theaccounthasbeenclosed, ordoesnotexist,andsoon.Whenanemailbounces,anerrormessageisreturnedto InterspireEmailMarketer. InterspireEmailMarketerallowsyoutoprocessbouncedemailsbydeactivatingthe relevantcontactinthecontactlist.Subsequentemailsarenotsendtothecontact.Thisis important,becauseanemailserverthatrepeatedlysendsemailthatissubsequently rejectedbyotherserverscanbecomeblacklistedforspamming. Note:Contactsarenotdeletedfromthelist.Thisallowsyoutokeepthecontacts information,andalsoensuresthattheinvalidemailaddressisnotlateraddedtothe contactlistbyaccident. Therearetwotypesofbouncedemails.Asoftbounceoccursiftheerrormessage returnedtoInterspireEmailMarketeristemporary(suchastherecipientsemailinboxis full).Ahardbounceoccursiftheerrormessageispermanent(suchastheemailaccount doesnotexist).Whenasoftbounceoccurs,noactionistakenbutthebounceislogged.If acontactreceivesfivesoftbounces,itistreatedasahardbounce.Whenahardbounce occurs,thecontactisdeactivatedimmediately.

ContactListSegments
Segmentsaresetsofcontactlistmemberswhoallfulfilcertaincriteria.Forexample,all membersofacontactlistwhoseemailaddressesendin.co.uk. Youcanusemultiplecriteriatodefinesegments.Forexample,allmembersofacontactlist withtwoormorechildrenandahouseholdincomeofover$100,000.

USINGCONTACTLISTS 39 Thecriteriathatyoucanusetodefinesegmentsdependonthebuiltinandcustomfields youuseforthecontactlist.Thisallowsyoutotargettheaudienceforeachofyouremail campaignswithgreatprecision,aslongasyoucollecttherightinformationaboutyour contacts. Forinstance,arecordcompanypromoterensuresthatallthepeoplewhosignupforhis labelsemailnewslettergivetheirageandlocation.Thismeanshecanlatertargetanemail campaigninvitingrecipientstoalabelpartyinaManhattannightclubtotherightsegment ofhiscontactlist:thosewhoareover21yearsoldandliveinNewYork. Segmentscanbelongtoasinglelist,orspanmultiplelists.

ContactListGroups
Youcanarrangeyourcontactlistsintogroupsforeaseofaccess.Eachgroupoflistsis containedinafolder(seeManagingContactListGroupFoldersonpage41). Youmightwanttoarrangecontactlistsintogroupsifyouhaveavarietyofliststhatderive fromdifferentsources(forexample,contactsfromyourwebsiteandcontactsfromtrade shows). Contactlistgroupsareaperuserfeature.ThismeansthatyoucanarrangeInterspireEmail Marketerscontactlistsintogroupsasyoulike,withoutinterferingwithotherusersgroup arrangements.

ViewingandManagingContactLists
Tomanagethecontactlistsyoualreadycreated(seeCreatingandEditingContactListson page44),clickContactlistsinthenavigationbar.SelectViewcontactlists. Youcan: Deleteselectedlist(s):removethelist(orlists)fromInterspireEmailMarketer.Thelist cannotberetrieved. Deletecontactsinselectedlist(s):removeallthecontactsinthelist(orlists).The contactscannotberetrieved.Thelistremains,butcontainsnocontacts. Updatecontactstoreceivetextcampaigns:changethestatusofallthecontactsinthe list(orlists)allowingthemtoreceiveemailsintextformat. UpdatecontactstoreceiveHTMLcampaigns:changethestatusofallthecontactsin thelist(orlists)allowingthemtoreceiveemailsinHTMLformat. Updatecontactsstatustoconfirmed:confirmedcontactsarethosewhohavereplied toaconfirmationrequestemail.Usethistochangeallthecontactsintheselectedlist (orlists)toconfirmedcontacts. Updatecontactsstatustounconfirmed:unconfirmedcontactsarethosewhohavenot yetrepliedtoaconfirmationrequestemail.Usethistochangeallthecontactsinthe selectedlist(orlists)tounconfirmedcontacts.

40

USINGCONTACTLISTS

Mergetheselectedliststogether:selecttwoormorelistsandusethistocombine them.AnEditcontactlistscreendisplays(seeCreatingandEditingContactListson page44forinformationonthefieldsinthisscreen),allowingyoutodefinethenew, combined,list. TogglebetweenListmodeandFoldermode:seeContactListGroupsonpage39. Youcanalsoview,searchandaddcontacts,andedit,copyordeleteacontactlist.

Figure 11 ViewingContactLists

Note:Theabovefigureshowsyourcontactlistsarrangedinlistmode;toseeyourcontact listsarrangedinfoldermode,seeFigure12onpage41.
Table 4 ViewingContactLists

Createcontactlist Chooseanaction

Usethistocreateanewcontactlist.SeeCreatingandEditingContact Listsonpage44formoreinformation. Selectoneormorecontactlists,selectanoptionfromthelistandclickGo toperformtheselectedaction. Clickthistoviewyourcontactlistsinfoldermode.SeeManagingContact ListGroupFoldersonpage41formoreinformation. Clickthistoviewyourcontactlistsinlistmode.Whenyouselectthis,all yourcontactlistsdisplay,regardlessofthecontactlistgrouptowhich theybelong(seeContactListGroupsonpage39). Whenyouareviewingyourcontactlistsinfoldermode,clickthistocreate anewfolder. Note:Whenyouareviewingyourcontactlistsinlistmode,thisicondoes notdisplay. Selectaboxbelongingtoacontactlistbeforechoosinganoptionfrom theChooseanactionlist. Selecttheboxatthetopofthecolumntoselectallcontactlists.

Listname Created Contacts

Thisisthenameyougavethecontactlist.ClickEdittochangethename andotherdetails. Thisdisplaysthedateonwhichyoucreatedthecontactlist. Thisdisplaysthenumberofcontactscurrentlyassociatedwiththe contactlist.

USINGCONTACTLISTS 41
Table 4 ViewingContactLists

Listowner Archive Action

Thisisthedefaultnameusedwhensendingemailcampaignstothis contactlist. Clickthistogotothearchivedlistofemailcampaignssenttothislist. ClickViewcontactstoseealistofthecontactsbelongingtothe contactlist.SeeViewingContactListContactsonpage42. ClickSearchcontactstosearchforcontactsintheselectedlist.The Contacts>Searchcontacts>Nextscreendisplays. ClickAddcontacttoaddanewcontacttotheselectedlist.Thescreen thatdisplaysisthesameastheContacts>Addacontact>Next screen. ClickEdittoconfigurethecontactlist.Thescreenthatdisplaysisthe sameastheCreateacontactlistscreen.SeeCreatingandEditing ContactListsonpage44 ClickCopytocreateanewcopyofthecontactlist.Thenewlist displays,withCopyofappendedtotheoriginalname. ClickDeletetoremovethecontactlistfromInterspireEmailMarketer.

ManagingContactListGroupFolders
Toviewyourcontactlistgroups,clickContactlistsinthenavigationbar,thenclickView contactlists.Ifthefoldersdonotdisplayimmediately,clicktheSwitchtofoldermodeicon ( ).
Figure 12 ContactListGroupFolders

Bydefault,onlyonefolderexists(Uncategorized).Allyourcontactlistsareinthisfolder. Tocreateanewcontactlistgroupfolder,clicktheAddanewfoldericon( ).Entera nameforthenewfolderandclickAdd.Thenewfolderappearsatthetopofthelist.

42

USINGCONTACTLISTS

Figure 13 CreateNewFolder

Todeleteacontactlistgroupfolder,clickitsDeletelink.Whenyoudeleteagroup folder,anycontactlistscontainedinthefolderareassignedtotheUncategorized folder. Note:YoucannotdeletetheUncategorizedfolder. Torenameacontactlistgroupfolder,clickitsRenamelink.Enterthefoldersnew nameandclickRename.

Figure 14 RenameFolder

Note:YoucannotrenametheUncategorizedfolder. Tomoveacontactlistintoagroupfolder,draganddropthecontactlistintothe requiredfolder. Toremoveacontactlistfromagroupfolder,draganddropthecontactlistintothe Uncategorizedfolder. Toviewagroupfolderscontactlists,clickitsExpandicon( ).

Note:Whenyoudragacontactlistontoagroupfolder,itexpandsautomatically. Tohideagroupfolderscontactlists,clickitsCollapseicon( ).

ViewingContactListContacts
Toviewalistofthecontactsbelongingtoacontactlist,clickContactlistsinthenavigation bar,selectViewcontactlists,andthenclicktheViewcontactslinknexttoacontactlist. Youcan: Addanewcontact:addacontacttothecontactlist. Deleteselectedcontact(s):removetheselectedcontactsfromInterspireEmail Marketer. Updatecontactstoreceivetextcampaigns:changethestatusofselectedcontacts, allowingthemtoreceiveemailsintextformat. UpdatecontactstoreceiveHTMLcampaigns:changethestatusofselectedcontacts, allowingthemtoreceiveemailsinHTMLformat.

USINGCONTACTLISTS 43 Updatecontactsstatustoconfirmed:confirmedcontactsarethosewhohavereplied toaconfirmationrequestemail.Usethistochangetheselectedcontactorcontactsto confirmedstatus. Updatecontactsstatustounconfirmed:unconfirmedcontactsarethosewhohavenot yetrepliedtoaconfirmationrequestemail.Usethistochangetheselectedcontactor contactstounconfirmedstatus. Youcanalsoview,editanddeletecontacts.

Figure 15 ViewingContactListMembers

Table 5 ViewingContactListMembers

View

Thisdisplaysthecontactlistname.Clickthetriangularicontoview ContactlistsorSegments.
Figure 16 ContactListandSegmentMenu

Search

Usethistosearchforcontactsinthelistbytheiremailaddress.Enteryour searchterminthetextfieldandclicktheSearchbutton. ClickAdvancedsearchtogototheContacts>Searchcontactsscreen.

44

USINGCONTACTLISTS

Table 5 ViewingContactListMembers

Addacontacttomy list Chooseanaction

Clickthistoaddanewcontacttothecontactlist.Thescreenthatdisplays isthesameastheContacts>Addacontact>Nextscreen. Selectoneormorecontacts,selectanoptionfromthelistandclickGoto performtheselectedaction. Selectaboxbelongingtoacontactbeforechoosinganoptionfromthe Chooseanactionlist. Selecttheboxatthetopofthecolumntoselectallcontacts.

Emailaddress Dateadded Emailformat

Thisistheaddresstowhichemailsforthiscontactaresent. Thisisthedatethiscontactwasaddedtothecontactlist. ThisdisplaysHTMLifthecontactisconfiguredtoreceiveHTML emails. ThisdisplaysTextifthecontactisconfiguredtoreceiveplaintext emails. Thisdisplaysactiveifemailsaresenttothecontact. Thisdisplaysunsubscribedifthecontactwasunsubscribedfromthe list. Thisdisplaysbouncedifemailstothiscontacthavenotbeen delivered,andemailsarenolongersenttothecontact. ThisdisplaysConfirmedifthecontacthasrepliedtoaconfirmation requestemail. ThisdisplaysUnconfirmedifthecontacthasnotyetrepliedtoa confirmationrequestemail. ClickViewtoseeinformationaboutthecontact.TheContacts>View contactscreendisplays. ClickLogeventtomanuallyaddanentrytothiscontactseventlog. SeeManualEventLoggingonpage61forinformationonthescreen thatdisplays. ClickEdittomodifythecontactsinformation.TheContacts>Edit contactscreendisplays. ClickDeletetoremovethecontactfromInterspireEmailMarketer.

Activitystatus

Confirmed

Action

CreatingandEditingContactLists
Takethefollowingstepstocreateoreditacontactlist: 1 Tocreateanewcontactlist,clickContactlistsinthenavigationbar.SelectCreatea contactlist. Toeditanexistingcontactlist,clickContactlistsinthenavigationbar,selectView contactlists.ClicktheEditlinknexttothecontactlistyouwanttomodify. 2 Configurethefieldsinthescreenthatdisplays.

USINGCONTACTLISTS 45
Figure 17 CreateorEditaContactList

Table 6 CreateorEditaContactList

Newlistdetails Listname Listownersname Enterthenameforthiscontactlist.Thisnameappearsinthecontrolpanel andsubscriptionforms. Enterthenameofthelistowner.Thisisthenamethatappearsonemails tothiscontactlist.

46

USINGCONTACTLISTS

Table 6 CreateorEditaContactList

Listownersemail Listreplytoemail Listbounceemail Notifythelist owner Customfields

Entertheemailaddressofthelistowner.Thisisthedefaultfrom addressthatdisplaysonemailsenttothiscontactlist. Enterthedefaultreplyemailaddressforemailssenttothiscontactlist. Entertheaddresstowhichbouncedemailsfromthiscontactlistaresent. SelectthecheckboxtohaveanemailsenttotheListownersemailevery timeacontactsubscribesto,orunsubscribesfrom,thelist.

Addthesefieldsto Selectthecustomfieldsyouwanttoassociatewiththislist. list Visiblefields Showthesefields Companydetails Companyname Enteryourcompanyname.Thisisusedwhenyouaddthe

%%companyname%%variableinyouremailstothislist.

SelectthefieldsyouwanttodisplayinthelistsViewcontactspage.

Note:Configurethisfieldandusethe%%companyname%%variableinyour emailstoadheretotheCANSPAMact. Companyaddress Enteryourcompanyaddress.Thisisusedwhenyouaddthe

%%companyaddress%%variableinyouremailstothislist.

Note:Configurethisfieldandusethe%%companyaddress%%variablein youremailstoadheretotheCANSPAMact. Companyphone number Enteryourcompanyaddress.Thisisusedwhenyouaddthe %%companyphone%%variableinyouremailstothislist. Note:Configurethisfieldandusethe%%companyphone%%variableinyour emailstoadheretotheCANSPAMact. Bounceaccountdetails Processbounced emails Selectthecheckboxtoprocessbouncedemails(seeBouncedEmailson page38). Note:Ifyoudonotprocessbouncedemailsyourserverisindangerof becomingblacklistedduetorepeatedattemptstoemailunavailable accounts. Bounceemail servername IfyouselectedtheProcessbouncedemailscheckbox,entertheIP addressorhostnameoftheserveryouwanttousetoprocessbounced emails.

Bounceemailuser Entertheusernameforyouraccountontheemailserveryouusefor name processingbouncedemails. Bounceemail password IMAPemail account Enterthepasswordforyouraccountontheemailserveryouusefor processingbouncedemails. SelectthecheckboxiftheaccountonthebounceserverisanIMAP (InternetMessageAccessProtocol)account. DeselectthisiftheaccountisaPOP3(PostOfficeProtocolversion3) account.

USINGCONTACTLISTS 47
Table 6 CreateorEditaContactList

Useextramail settings

Selectthisifyouneedtoconfigurethebounceemailserveraccount further.Thefollowingfieldsdisplay: Donotvalidatecertificate:selectthisifyoudonotwanttovalidate theserversSSL(SecureSocketsLayer)certificate. Usethisifyourserverusesaselfsignedcertificate.Ifyouarenotsure whetheryourserverusesaselfsignedcertificate,donotselectthis. DonotuseTLS:selectthisifyoudonotwanttouseTLS(Transport LayerSecurity)toconnecttotheserver.Ifyouarenotsurewhether youwanttouseTLS,donotselectthis. DonotuseSSL:selectthisifyoudonotwanttouseSSL(Secure SocketsLayer)toconnecttotheserver.Ifyouarenotsurewhetheryou wanttouseSSL,donotselectthis. Others:enteranyotheroptionsrequiredtoconnecttotheserver. Selectthisifyouwanttodeleteemailsfromtheserveronceyouhaveread them.Ifyoudidnotsaveanemailonyourcomputer,youwillnotbeable torereadtheemail. Clickthistotestthebounceemailaccountbysendingatestemail.

Agreetodelete emails Testbounce settings

3 ClickSavetosaveyourchanges.Alternatively,clickCanceltoreturntotheView contactlistsscreenwithoutsavinganychanges.

ProcessingBouncedEmails
Bouncedemailprocessingclearsyourcontactlistsofinvalidemails(seeBouncedEmailson page38). Ifyouuseautomaticbouncedemailprocessing,youdonotneedtoperformmanual bouncedemailprocessing. SeeManagingEmailSettingsonpage245forinformationonconfiguringdefaultglobal automaticbouncedemailsettings. SeeCreatingandEditingContactListsonpage44forconfiguringautomaticbounced emailprocessingforindividualcontactlists. Takethefollowingstepstomanuallyprocessbouncedemails: 1 ClickContactlistsinthenavigationbar,thenclickProcessbouncedemails.
Figure 18 ProcessingBouncedEmails

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2 SelectthecontactlistforwhichyouwanttoprocessbouncedemailsandclickNext. Alternatively,clickCanceltoreturnthefieldsinthisscreentotheirdefaultswithout savinganychanges.

Figure 19 ProcessingBouncedEmails:EnterServerDetails

3 Enterthedetailsoftheemailserveryouwanttousetoprocessbouncedemails.
Table 7 ProcessingBouncedEmails:EnterServerDetails

Bounceemailserver name Bounceemailuser name Bounceemail password IMAPemailaccount

IfyouselectedtheProcessbouncedemailscheckbox,entertheIP addressorhostnameoftheserveryouwanttousetoprocessbounced emails. Entertheusernameforyouraccountontheemailserveryouusefor processingbouncedemails. Enterthepasswordforyouraccountontheemailserveryouusefor processingbouncedemails. SelectthecheckboxiftheaccountonthebounceserverisanIMAP (InternetMessageAccessProtocol)account. DeselectthisiftheaccountisaPOP3(PostOfficeProtocolversion3) account. Selectthisifyouneedtoconfigurethebounceemailserveraccount further.Thefollowingfieldsdisplay: Donotvalidatecertificate:selectthisifyoudonotwanttovalidate theserversSSL(SecureSocketsLayer)certificate. Usethisifyourserverusesaselfsignedcertificate.Ifyouarenotsure whetheryourserverusesaselfsignedcertificate,donotselectthis. DonotuseTLS:selectthisifyoudonotwanttouseTLS(Transport LayerSecurity)toconnecttotheserver.Ifyouarenotsurewhether youwanttouseTLS,donotselectthis. DonotuseSSL:selectthisifyoudonotwanttouseSSL(Secure SocketsLayer)toconnecttotheserver.Ifyouarenotsurewhether youwanttouseSSL,donotselectthis. Others:enteranyotheroptionsrequiredtoconnecttotheserver. Selectthisifyouwanttodeleteemailsfromtheserveronceyouhaveread them.Ifyoudidnotsaveanemailonyourcomputer,youwillnotbeable torereadtheemail.

Useextramail settings

Agreetodelete emails

4 ClickNexttobeginprocessingbouncedemails. Alternatively,clickCanceltoreturnthefieldinthisscreentoitsdefaultwithoutsaving anychanges.

USINGCONTACTLISTS 49
Figure 20 ProcessingBouncedEmails:StartProcessing

5 ClickStartProcessing.Ascreendisplaysindicatingprogress.
Figure 21 ProcessingBouncedEmails:Progress

6 Ascreendisplayswithasummaryoftheprocessingoperation.ClickViewbounce statisticstoseedetailedinformation.
Figure 22 ProcessingBouncedEmails:Summary

Creating,EditingandViewingSegments
ClickContactlistsinthenavigationbar,thenclickViewsegments.

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Figure 23 ViewingSegments

Table 8 ViewingSegments

Createasegment

Clickthistodefineanewsegmentofoneormorecontactlistcontacts. SeeCreatingaSegmentonpage50. Selectaboxbelongingtoasegmentbeforechoosinganoptionfromthe Chooseanactionlist. Selecttheboxatthetopofthecolumntoselectallsegments.

Chooseanaction SegmentName Created Contacts

Usethistodeleteoneormoresegments.Selectthesegment(or segments)youwanttodeleteandselectDeletetheselectedsegment(s). Thisdisplaysthedescriptivenameofthesegment. Thisdisplaysthedateonwhichthesegmentwasdefined. Thisdisplaysthecurrentnumberofcontactswithinthesegment(thosein therelevantcontactlistorlists,whoseinformationmatchesthe segmentsrules). ClickViewcontactstoseealistofallthecontactsinasegment.See ViewingaSegmentsContactsonpage52. ClickEdittomodifyasegmentssettings.Thefieldsthatdisplayare thesameastheCreateasegmentscreen;seeCreatingaSegmenton page50. ClickCopytocreateanewcopyofthesegment.Thenewsegment displays,withCopyofappendedtotheoriginalname. ClickDeletetoremovethesegmentfromInterspireEmailMarketer. Note:Whenyoudeleteasegment,thecontactsinthesegmentarenot deleted.

Action

CreatingaSegment
Takethefollowingstepstocreateasegment: 1 ClickContactlistsinthenavigationbar,thenViewSegments.

USINGCONTACTLISTS 51
Figure 24 CreatingaSegment

2 ClickCreateaSegment.
Figure 25 CreatingaSegment:ConfigureSegment

3 EnteradescriptiveSegmentname. 4 IntheSegmentcontactsfromlist,selectthecontactlistsyouwanttoincludeinthe segment.Youcanusethesearchboxbelowthelisttofindcontactlists. 5 ChooseaMatchtype.ThiscontrolshowInterspireEmailMarketerappliestherules youconfigure. SelectMatchallrules(ANDcondition)tofindonlycontactswhomatcheveryrule youdefine. SelectMatchanyrule(ORcondition)tofindcontactswhomatchoneormoreof therulesyoudefine. 6 DefineyourSegmentrules.Thesearetheconditionsacontactmustmatchtobe includedinthesegment.

52

USINGCONTACTLISTS Dothefollowingforeachrule: Thefirstdropdownlistcontainsthefieldsavailableforthecontactlist(orlists)you selected.Selectthebasicorcustomfieldyouwanttobasetheruleon. Intheseconddropdownlist,selectcontainstosearchforcontactsthatmatchthe informationyouaddinthetextfield.Selectdoesnotcontaintosearchforcontacts thatdonotmatchtheinformationyouaddinthetextfield. Inthetextfield,entertheinformationyouwanttosearchfor.

Note:Clicktheaddicon( )toinsertanotherruletothelist,orclickarulesdeleteicon( todeletetherulefromthelist.

7 Whenyouhavefinishedconfiguringyourrules,clickSave.TheViewsegmentsscreen displays,withthenewsegmentinthelist. AlternativelyclickCanceltoreturntotheViewsegmentsscreenwithoutsavingyour changes.

ViewingaSegmentsContacts
Toviewalistofthecontactsbelongingtoasegment,clickContactlistsinthenavigation bar,selectViewsegments,andthenclicktheViewcontactslinknexttoasegment. Youcan: Addanewcontact:addacontacttoInterspireEmailMarketer. Deleteselectedcontact(s):removetheselectedcontactsfromInterspireEmail Marketer. Updatecontactstoreceivetextcampaigns:changethestatusofselectedcontacts, allowingthemtoreceiveemailsintextformat. UpdatecontactstoreceiveHTMLcampaigns:changethestatusofselectedcontacts, allowingthemtoreceiveemailsinHTMLformat. Updatecontactsstatustoconfirmed:confirmedcontactsarethosewhohavereplied toaconfirmationrequestemail.Usethistochangetheselectedcontactorcontactsto confirmedstatus. Updatecontactsstatustounconfirmed:unconfirmedcontactsarethosewhohavenot yetrepliedtoaconfirmationrequestemail.Usethistochangetheselectedcontactor contactstounconfirmedstatus. Youcanalsoview,editanddeletecontacts.

USINGCONTACTLISTS 53
Figure 26 ViewingaSegmentsContacts

Table 9 ViewingSegmentContacts

View

Thisdisplaysthesegmentname.ClickthetriangularicontoviewContact listsorSegments.
Figure 27 ContactListandSegmentMenu

Search

Usethistosearchforcontactsinthesegmentbytheiremailaddress. EnteryoursearchterminthetextfieldandclicktheSearchbutton. ClickAdvancedsearchtogototheContacts>Searchcontactsscreen. ClickthistoaddanewcontacttoInterspireEmailMarketer.Thescreen thatdisplaysisthesameastheContacts>Addacontact>Nextscreen. Note:Whenyouusethisoption,thecontactisnotnecessarilyaddedto thesegment.Thecontactisaddedtothesegmentonlyifitfulfilsthe segmentscriteria.

Addacontacttomy list

Chooseanaction

Selectoneormorecontacts,selectanoptionfromthelistandclickGoto performtheselectedaction.

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Table 9 ViewingSegmentContacts

Selectaboxbelongingtoacontactbeforechoosinganoptionfromthe Chooseanactionlist. Selecttheboxatthetopofthecolumntoselectallcontacts. Emailaddress Dateadded Emailformat Thisistheaddresstowhichemailsforthiscontactaresent. Thisisthedatethiscontactwasaddedtothecontactlist. ThisdisplaysHTMLifthecontactisconfiguredtoreceiveHTML emails. ThisdisplaysTextifthecontactisconfiguredtoreceiveplaintext emails. Thisdisplaysactiveifemailsaresenttothecontact. Thisdisplaysunsubscribedifthecontactwasunsubscribedfromthe list. Thisdisplaysbouncedifemailstothiscontacthavenotbeendelivered, andemailsarenolongersenttothecontact. ThisdisplaysConfirmedifthecontacthasrepliedtoaconfirmation requestemail. ThisdisplaysUnconfirmedifthecontacthasnotyetrepliedtoa confirmationrequestemail. Thisdisplaysthenameofthecontactlisttowhichthiscontactbelongs. ClickViewtoseeinformationaboutthecontact.TheContacts>View contactscreendisplays. ClickEdittomodifythecontactsinformation.TheContacts>Edit contactscreendisplays. ClickDeletetoremovethecontactfromInterspireEmailMarketer.

Activitystatus

Confirmed

Contactlist Action

55

UsingContacts
ThischapterdiscusseshowtousetheContactsmenuinthenavigationbar.
Figure 28 TheContactListsMenu

ContactsOverview
Acontactisapersontowhomyousendemailcampaigns.Contactscanbeaddedto InterspireEmailMarketerinoneofthreeways. Youmanuallycreateacontactrecordandinputtheinformationyourself. YouimportcontactsfromaCSV(CommaSeparatedValue)file.InterspireEmail Marketercreatescontactrecordsforeachentry. Acontactsignsupatyourwebsite.InterspireEmailMarketercreatesthecontactrecord. Contactsarearrangedintocontactlists.Eachcontactmustbelongtoonecontactlist.See ContactListOverviewonpage37formoreinformation. Youcanalsoarrangecontactsusingsegments;listsofcontactsinoneormorecontactlists thatsharecertaincriteria.SeeCreating,EditingandViewingSegmentsonpage49formore information. Eachcontacthasacontactrecordthatcontainsinformationaboutthepersonitrepresents. Whenyoucreateacontactlist,youspecifythetypesofinformationyouwanttoholdby selectingthefieldsforthelist.Allcontactrecordsinalisthavethesamefields. Therearetwotypesoffield:builtinandcustom.Youcandefinecustomfieldsyourself, usingtheCustomfields>Createacustomfieldscreens.

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Theminimumrequiredinformationforacontactis: Emailaddress:requiredtosendemails. Emailformat(HTMLortext):requiredsothatuserswithtextonlyemailclientsarenot sentHTMLemails. Confirmationstatus(confirmedorunconfirmed):requiredsothatyoucanusedouble optinconfirmation.Whenyouusedoubleoptinconfirmation,userswhosignupto yourcontactlistreceiveanemailtoconfirmthattheywanttojoin. Note:Doubleoptinconfirmationisnotmandatory.However,itisstronglyrecommended thatyouuseitinordertoavoidsendingpotentiallyunwantedemails.

EventLoggingOverview
EverycontactinInterspireEmailMarketerhasapersonaleventlog.ThisisaCRM (CustomerRelationshipManagement)featurethatallowsanyuserofInterspireEmail Marketertoinstantlyseeinformationaboutinteractionwiththecontact. Eventscanbeloggedeitherautomaticallyormanually. WhenInterspireEmailMarketerperformsanactionthatrelatestoacontact(suchas sendinganemailtothecontact)aneventisloggedautomatically. WhenyouwanttologaneventthatInterspireEmailMarketercannotlogautomatically, suchasaphonecallorameeting,youcanaddaneventlogentrymanually(seeManual EventLoggingonpage61). Toseeacontactseventlog,either: ClickthecontactsiconintheContacts>Viewcontactsscreen. InacontactsViewcontactsscreen,scrolldowntotheEventlogsection.

ViewingandManagingContacts
ToviewthecontactsstoredinInterspireEmailMarketer,clickContactsinthenavigation bar,thenclickViewallcontacts. Youcan: Addanewcontact:addacontacttoInterspireEmailMarketer. Deleteselectedcontact(s):removetheselectedcontactsfromInterspireEmail Marketer. Updatecontactstoreceivetextcampaigns:changethestatusofselectedcontacts, allowingthemtoreceiveemailsintextformat. UpdatecontactstoreceiveHTMLcampaigns:changethestatusofselectedcontacts, allowingthemtoreceiveemailsinHTMLformat.

USINGCONTACTS 57 Updatecontactsstatustoconfirmed:confirmedcontactsarethosewhohavereplied toaconfirmationrequestemail.Usethistochangetheselectedcontactorcontactsto confirmedstatus. Updatecontactsstatustounconfirmed:unconfirmedcontactsarethosewhohavenot yetrepliedtoaconfirmationrequestemail.Usethistochangetheselectedcontactor contactstounconfirmedstatus. Youcanalsoview,editanddeletecontacts.

Figure 29 ViewingContacts

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Table 10 ViewingContacts

View

Bydefault,thisdisplaysAllcontacts.Clickthetriangularicontoview ContactlistsorSegments.
Figure 30 ContactListandSegmentMenu

Search

Usethistosearchforcontactsinthesegmentbytheiremailaddress. EnteryoursearchterminthetextfieldandclicktheSearchbutton. ClickAdvancedsearchtogototheContacts>Searchcontactsscreen. ClickthistoaddanewcontacttoInterspireEmailMarketer.Thescreen thatdisplaysisthesameastheContacts>Addacontact>Nextscreen. Note:Whenyouusethisoption,thecontactisnotnecessarilyaddedto thesegment.Thecontactisaddedtothesegmentonlyifitfulfilsthe segmentscriteria.

Addacontacttomy list

Chooseanaction

Selectoneormorecontacts,selectanoptionfromthelistandclickGoto performtheselectedaction. Selectaboxbelongingtoacontactbeforechoosinganoptionfromthe Chooseanactionlist. Selecttheboxatthetopofthecolumntoselectallcontacts. Clickthisicontoseethecontactspersonaleventlog. Note:Thisicondisplaysonlywhenacontacthaspersonaleventlog entries.

Figure 31 ContactEventLog

Forinformationonmanualeventlogging,seeManualEventLoggingon page61.Forinformationonautomaticeventlogging,andeventloggingin general,seeEventLoggingOverviewonpage56. Emailaddress Thisistheaddresstowhichemailsforthiscontactaresent.

USINGCONTACTS 59
Table 10 ViewingContacts

Dateadded Emailformat

Thisisthedatethiscontactwasaddedtothecontactlist. ThisdisplaysHTMLifthecontactisconfiguredtoreceiveHTML emails. ThisdisplaysTextifthecontactisconfiguredtoreceiveplaintext emails. ThisdisplaysActiveifemailsaresenttothecontact. ThisdisplaysUnsubscribedifthecontactwasunsubscribedfromthe list. ThisdisplaysBouncedifemailstothiscontacthavenotbeen delivered,andemailsarenolongersenttothecontact. ThisdisplaysConfirmedifthecontacthasrepliedtoaconfirmation requestemail. ThisdisplaysUnconfirmedifthecontacthasnotyetrepliedtoa confirmationrequestemail. Thisdisplaysthenameofthecontactlisttowhichthiscontactbelongs. ClickViewtoseeinformationaboutthecontact.TheContacts>View contactscreendisplays(seeViewingAContactonpage59). ClickLogeventtomanuallyaddanentrytothiscontactseventlog. SeeManualEventLoggingonpage61forinformationonthescreen thatdisplays. ClickEdittomodifythecontactsinformation.TheContacts>Edit contactscreendisplays. ClickDeletetoremovethecontactfromInterspireEmailMarketer.

Activitystatus

Confirmed

Contactlist Action

ViewingAContact
ToviewinformationaboutacontactstoredinInterspireEmailMarketer,clickContactsin thenavigationbar,thenclickViewallcontacts.ClicktherelevantcontactsViewlink.
Figure 32 ViewContact

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Table 11 ViewContact

Editcontact Deletecontact Goback Contactdetails Emailaddress Emailformat

Clickthistomakechangestothecontactsinformation.SeeAddingor EditingaContactonpage64forinformationonthescreenthatdisplays. ClickthistoremovethecontactfromInterspireEmailMarketer.Adeleted contactsinformationcannotberetrieved. Clickthistoreturntothepreviousscreen. Thissectiondisplaysinformationaboutthecontact. Thisdisplaystheemailaddresstowhichemailsforthiscontactaresent. ThisdisplaysHTMLifthecontactisconfiguredtoreceiveHTML emails. ThisdisplaysTextifthecontactisconfiguredtoreceiveplaintext emails. ThisdisplaysConfirmediftheuserhasconfirmedthatheorshewants tobeinyourcontactlist. ThisdisplaysUnconfirmediftheuserhasnotyetconfirmedthatheor shewantstobeinyourcontactlist. ThisdisplaysActiveifemailsaresenttothecontact. ThisdisplaysUnsubscribedifthecontactwasunsubscribedfromthe list. ThisdisplaysBouncedifemailstothiscontacthavenotbeendelivered, andemailsarenolongersenttothecontact. Thisdisplaysthedateandtimeatwhichthecontactaskedtobeaddedto yourcontactlist.

Confirmation status

Status

Contactrequest date

ContactrequestIP ThisdisplaystheIPaddressfromwhichthecontactrequestedtobeadded toyourcontactlist,ifknown. ThisdisplaysUnknowniftheIPaddressisnotknown,orifthecontactwas addedbyanadministrator. Contactconfirm date Ifthecontacthasconfirmedthatheorshewantstobeaddedtoyour contactlist,thisdisplaysthedateandtimethatthisconfirmationwas made.

ContactconfirmIP ThisdisplaystheIPaddressfromwhichthecontactconfirmedthatheor shewantedtobeaddedtoyourcontactlist,ifknown. ThisdisplaysUnknowniftheIPaddressisnotknown,orifthe confirmationwasmadebyanadministrator. Eventlog ThissectiondisplaysinformationaboutInterspireEmailMarketerevents thatrelatetothiscontact,oreventsthatyouhaveaddedtothelog manually.SeeEventLoggingOverviewonpage56formoreinformation. Thisdisplaysthesubjectoftheeventlogentry. Thisdisplaysthetypeofeventthatthelogentrydescribes. Thisdisplaysthedateandtimethatthelogentrywascreated,orlast edited. ThisdisplaystheusernameoftheInterspireEmailMarketeruserwho createdtheentry(formanualentries)orperformedtheactioninInterspire EmailMarketerthatcreatedtheentry(forautomaticentries). SelectEdittomakechangestotheeventlogentry.SeeManualEvent Loggingonpage61forinformationonthefieldsthatdisplay. SelectDeletetoremovetheentryfromtheeventlog.Deletedevent logentriescannotberetrieved.

Subject Eventtype Lastupdated Createdby

Action

USINGCONTACTS 61

ManualEventLogging
Thissectiondescribeshowtomanuallyaddanentrytoacontactseventlog. Note:Forinformationonautomaticeventlogging,seeEventLoggingOverviewonpage56. 1 Tomanuallyaddanentrytoacontactseventlog,either: ClickthecontactsLogeventlinkintheContacts>Viewcontactsscreen. ClicktheLogeventbuttonwhileeditingorviewingacontact.
Figure 33 ManualEventLogging:Step1

2 EnteranEventtype.Thisallowsyoutoeasilycategorizeeventlogentries.Ifyouenter acommoneventtype(Phonecall,Meeting,andsoon),InterspireEmailMarketer automaticallyaddsanappropriateicon(ifInterspireEmailMarketerdoesnot recognizetheeventtype,itusesagenericcalendaricon). 3 EnteraSubjectthatdescribesthiseventlogentry. 4 Selectadateandtimeforthislogentry.Entriesareorderedinthelogbydateand time.

Figure 34 ManualEventLogging:SelectDateandTime

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Note:Bydefault,thecurrentdateandtimedisplays.Ifyouwanttologtheeventastaking placeatthecurrentdateandtime,youdonotneedtoselectadateandtime. 5 Ifyouwanttoincludeadditionalinformationinthelog,enteritintheNotessection. 6 ClickOK.Thenewentrydisplaysintheeventlog.

SearchingYourContacts
Takethefollowingstepstoconductanadvancedsearchofyourcontacts. Note:Toconductasimplesearch,usetheSearchboxintheContacts>Viewallcontacts screen(andotherscreens). 1 ClickContactsinthenavigationbar,thenclickSearchcontacts.
Figure 35 SearchingContacts:ChooseListorSegment

2 ChooseoneoftheSearchoptions. SelectViewspecificcontactsfromwithintheselectedlistsbelowtosearch contactlists.Alistofcontactlistsdisplaysbelow. SelectViewallcontactswithintheselectedsegmentsbelowtosearchsegments. Alistofsegmentsdisplaysbelow. 3 SelecttheContactlist(s)orSegment(s)youwanttosearchbelow. 4 Ifyouwanttosearchforacontactlistorsegment,enterthelistorsegmentsnamein theTypeheretosearchfield. 5 ClickNext.

USINGCONTACTS 63
Figure 36 SearchingContacts:FilterandShowFields

6 ConfiguretheFilterbybasicdetailsfields: Ifyouwanttosearchforallorpartofanemailaddress,enteritintheEmailaddress field. IfyouwanttosearchforcontactsconfiguredtoreceiveHTMLorTextemailsonly, selecttherelevantoptionfromtheEmailformatlist. IfyouwanttosearchforcontactswhoareConfirmedorUnconfirmedonly,select therelevantoptionfromtheConfirmationstatuslist.Ifyouwanttosearchforboth, leaveBothconfirmedandunconfirmedselected(default). IfyouwanttosearchforcontactswhoareActive,Bounced,orUnsubscribed,select therelevantoptionfromtheActivitystatuslist. IfyouwanttosearchforcontactswhosubscribedBeforeorAfteracertaindate, Betweentwodates,orExactlyonaparticulardate,selectYes,filterbydate subscribedandmaketherelevantselectioninthefieldsthatdisplay.
Figure 37 SearchingContacts:FilterByDateSubscribed

64

USINGCONTACTS Selectthedayandmonthinthedropdownlistboxes.Entertheyearinthefieldto theright.IfyouselectedBetween,configuretheenddateinthefieldsbeneath. Ifyouwanttosearchforcontactswhohave,orhavenot,clickedaspecificlinkin youremailcampaigns,selectYes,filterbylink.

Figure 38 SearchingContacts:FilterByLink

Ifyouwanttofindcontactswhohaveclickedalink,selectHasclickedinthefirstlist, andselecttherelevantlinkinthesecondlist. Ifyouwanttofindcontactswhohavenotyetclickedalink,selectHasnotclicked, andselecttherelevantlinkinthesecondlist. Ifyouwanttosearchforcontactswhohave,orhavenot,openedaspecificemail, selectYes,filterbyopenedemailcampaign.

Figure 39 SearchingContacts:FilterByOpenedEmail

Ifyouwanttosearchforcontactswhohaveopenedanemail,selectHasopenedin thefirstlist,andselecttheemailcampaigninthesecondlist. Ifyouwanttofindcontactswhohavenotyetopenedanemail,selectHasnot opened,andselecttheemailcampaigninthesecondlist. 7 IntheVisiblefieldssection,selectthefieldsthatyouwanttoseeinthesearchresults list. 8 Ifthecontactlistcontainscustomfields,youcansearcheachfieldintheFilterby customfieldssection. 9 ClickNext. 10 TheSearchresultsscreendisplays,showingthecontactsthefulfillthecriteriayou specified.ThefieldsinthisscreenarethesameasthoseintheViewcontactsscreen; seeViewingandManagingContactsonpage56.

AddingorEditingaContact
Takethefollowingstepstoaddacontacttooneofyourcontactlists: Note:Ifyouwanttoaddcontactsfromafile,seeImportingContactsFromaFileonpage67. 1 ClickContactsinthenavigationbar,thenclickAddacontact.

USINGCONTACTS 65
Figure 40 AddaContact:SelectContactList

2 SelecttheContactlisttowhichyouwanttoaddthecontact.ClickNext.
Figure 41 AddaContact:AddContactDetails

3 Enterthecontactsdetails: EnterthecontactsEmailaddress. SelectanoptionfromtheEmailformatlist.IfyouwantthecontacttoreceiveHTML emails,selectHTML.Ifyouwantthecontacttoreceiveplaintextemails,select Text. Note:ContactssettoreceiveHTMLemailscanalsoreceivetextemails. SelectaConfirmationstatus.Ifyouwanttosendaconfirmationemailtothe contactlater,selectUnconfirmed.Otherwise,selectConfirmed. 4 Ifthecontactlisttowhichyouareaddingthiscontacthasadditionalcustomfields, entertherequiredinformationintheCustomfielddetailssectionofthisscreen. Note:Iftherearedatebasedcustomfields,youcanaddafollowupremindertoyour GoogleCalendar.SeeCreatingGoogleCalendarFollowUpRemindersonpage66for informationonaddingafollowupreminder,andseeConfiguringGoogleCalendar Settingsonpage241forinformationonconfiguringGoogleCalendar.

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5 ClickSavetoaddthecontacttothelistandenteranothercontactsdetails. ClickSaveandExittoaddthecontacttothelistandreturntothefirstAddacontact screen. Alternatively,clickCancelifyouwanttoreturntothepreviousscreenwithoutsaving anycontactdetails.

CreatingGoogleCalendarFollowUpReminders
Ifthecontactlisttowhichacontactbelongscontainsdatebasedcustomfields,youcanuse themtoaddfollowupstoGooglecalendar. Note:forinformationonhowtocreateadatebasedcustomfieldforacontactlist,see CreatingandEditingCustomFieldsonpage130. Inordertodothis,youmustfirstsetupInterspireEmailMarketersGoogleCalendar integration;seeConfiguringGoogleCalendarSettingsonpage241. ToaddaGoogleCalendarfollowup: 1 ClickContactsinthenavigationbar,thenViewallcontacts.ClickthecontactsEdit link. 2 Locatethecustomdatefieldforwhichyouwanttocreateafollowupreminder.Click thefields icon. Note:Thisicondisplaysnexttoallcustomdatefields.Iftheicondoesnotdisplaynexttoa fieldforwhichyouwanttocreateafollowupreminder,ensurethatitisaproper daterelatedcustomfield(seeCreatingandEditingCustomFieldsonpage130). ConfigurethescreenthatdisplayswiththeinformationyouwanttodisplayinGoogle calendar.TheWhenfieldsareprepopulatedwiththedatafromthecontactscustom field.However,youcanchangethemifyouwant. Note:TheURLthatdisplaysintheDescriptionfieldallowsyoutonavigatebacktothe contactspagefromGoogleCalendar;donotdeleteit.
Figure 42 GoogleCalendar:ConfigureReminder

USINGCONTACTS 67 3 LogintoyourGooglecalendaraccount(atwww.google.com/calendar,atthetimeof writing)andnavigatetothedate.Thefollowupreminderdisplays.Clickthereminder toseeitsdetails. Note:Ifthefollowupreminderdoesnotimmediatelydisplay,clickthecalendarsRefresh link.

Figure 43 GoogleCalendar:ViewReminder

4 TonavigatebackfromGoogleCalendartothecontactspageinInterspireEmail Marketer,copythelinkthatdisplaysintheDescriptionfield,pasteitintoyour browsersURLbarandhitENTER(orclickGo).

ImportingContactsFromaFile
TakethefollowingstepstoimportcontactinformationfromaCSVfiletoInterspireEmail Marketer. 1 ClickContactsinthenavigationbar,thenclickImportcontactsfromafile.
Figure 44 ImportContactsFromaFile

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2 Selectthecontactlist(orlists)towhichyouwanttoimportcontactsintheContactlist field.
Figure 45 DefineFileParameters

3 IntheImportdetailssection,definehowyouwanttoimportthecontacts: Ifyouintendtosendconfirmationemailstothecontactsinthefuture(aspartofa doubleoptinprocedure),selectUnconfirmedintheMarkasconfirmedlist. Otherwise,selectConfirmed. Ifyouwanttoconfigureimportedcontactstoreceiveplaintextemailsonly,select TextintheFormatlist.Otherwise,selectHTML. Note:HTMLcontactscanreceivebothHTMLandtextemails. WhenyouselectYes,overwriteexistingcontactdetails,anemailaddressthatis alreadystoredinthecontactlistisoverwrittenifthesameaddressappearsinthe importedcontactlist. WhenyouselectYes,addcontactstoautoresponders,anyautoresponders createdforthislistaresentouttotheimportedcontacts.Ifyoudeselectthisoption, theimportedcontactsdonotreceiveautoresponders. Ifyouarenotsure,deselectthisoption. 4 IntheFiledetailssection,specifyhowthefileyouwanttoimportisconfigured: Ifthefileyouwanttoimportcontainsheaders(alineofinformationatthestartof thefilethatdefinesfieldnames),selectYes,thisfilecontainsheaders. Note:Thenamesoffieldheadersshouldbeseparatedbythecharacteryouspecifyinthe Fieldseparatorfield. SpecifytheFieldseparatoryourfileusestoidentifywherefieldsbeginandend.

USINGCONTACTS 69 Note:InaCSVfile,thefieldseparatorisusuallyacomma. Ifyourfileusesacharactertoenclosefieldsinformation,enterithere.Ifyouarenot sure,leavethisfieldblank. 5 Ifyouwanttoimportafilefromyourcomputer,selectUploadafilefrommy computerandclickBrowsetolocatethefile. 6 IfyouwanttoimportafilethatisalreadyontheInterspireEmailMarketerserver, selectImportafilefrommywebsiteandselectthefile. Note:UploadthefiletotheserversAdmin/Importfolderfirst. 7 ClickNext.
Figure 46 DefineFieldMapping

8 ThisscreenallowsyoutomapthefieldsintheimportedfilewithfieldsinInterspire EmailMarketerscontactlist. Thetextontheleftofthescreendisplaysthefieldsintheimportedfile.Selectthe contactlistfieldtowhicheachfieldshouldmap. 9 ClickNext.

Figure 47 StartImportingContacts

10 ClickStartimporting.

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Figure 48 ImportInProgress

Whentheprocessiscomplete,ascreendisplayswithareportoftheresults.
Figure 49 ContactImportReport

ExportingContactsToaFile
TakethefollowingstepstoexportcontactstoaCSV(CommaSeparatedValue)orXML (ExtensibleMarkupLanguage)file: Note:Youcanexportallcontactsfromalist(ormultiplelists),orexportonlycontactswho matchcertaincriteria. 1 ClickContactsinthenavigationbar,thenclickExportcontactstoafile.

USINGCONTACTS 71
Figure 50 ExportContactsToaFile

2 SelectaSearchoption: TocreateaCSVfilecontainingallthecontactsinalist,selectExportallcontactsin theselectedcontactlist. TocreateaCSVfilecontainingonlycontactswhomatchcertaincriteria,select Exportspecificcontactsfromwithintheselectedcontactlist.Youcanselect criteriainthenextscreen(seestep4). 3 Selectthecontactlist(orlists)youwanttoexportintheContactlistfield.Tosearch foralist,enteryoursearchterminthefieldbelow. 4 IfyouselectedExportspecificcontactsfromwithintheselectedcontactlist,a screendisplaysallowingyoutorefineyourcriteria.Seestep6onpagepage63for informationonconfiguringthefieldsinthisscreen. ClickNextwhenyouhavefinished.

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Figure 51 SpecifyContactFileDetails

5 SpecifyaFileformat: ChoosewhethertoexportaCSVfileoranXMLfile. 6 IfyouchoseCSVfile,chooseyourExportoptions: Note:ThissectiondoesnotdisplayifyouselectedXMLfileintheFileformatsection. Note:Ifyouareunsurewhattoselectinthissection,leavethesefieldsattheirdefaults. ChoosewhetherornottoIncludefieldheaders.Ifyouincludefieldheaders,thefirst lineofyourfilespecifiesfieldheaders(forexample,Email,Format,Status). SpecifyaFieldseparatorcharacter.Thisisthecharacterthatseparatespiecesof informationinthefile. SpecifyaFieldenclosedbycharacter.Ifyouenteracharacterinthisfield,the characterappearstoeithersideofeachpieceofinformationinthefile. 7 SelecttheinformationfieldsyouwanttoincludeintheexportedCSVorXMLfileinthe Fieldstoincludesection. 8 ClickNext.
Figure 52 StartExporting

9 ClickStartexporting.InterspireEmailMarketerpreparesthefile.

USINGCONTACTS 73
Figure 53 ExportingContacts

Whenthefileisready,thefollowingscreendisplays.
Figure 54 DownloadContactsFile

10 ClickClickheretodownloadtheexportfile.TheCSVorXMLfiledisplaysinanew browserwindow.
Figure 55 ViewExportedContactsFile

Alternatively,rightclickClickheretodownloadtheexportfileandselectSavelink as.

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Figure 56 SaveExportedContactsFile

RemovingContacts
TakethefollowingstepstopermanentlyremoveacontactfromInterspireEmailMarketer: Note:Youcanremovecontactsbyenteringtheiraddressmanually,orbyuploadingafile containingtheaddressesofeachcontactyouwanttoremove.Alternatively,usethe Contacts>Viewallcontactsscreentodeletesinglecontacts. Note:Youcanalsousethisproceduretomarkcontactsasunsubscribed;seestep4onpage page75. 1 ClickContactsinthenavigationbar,thenclickRemovecontacts.
Figure 57 RemoveaContact:ChooseContactList

2 Selectthecontactlistfromwhichyouwanttoremovecontacts.ClickNext.

USINGCONTACTS 75
Figure 58 RemoveaContact:DefineContacts

3 Definethecontactsthatyouwanttoremovefromthelist: Toenterthecontactsemailaddressesmanually,selectIwanttotypetheemail addressesofcontactsintoatextbox.Entertheaddressesinthefieldthatdisplays.

Figure 59 EnterContactAddressesManually

Touploadalistofemailaddresses,selectIwanttouploadafilethatcontainsthe emailaddressesofcontacts. Note:Thefilethatyouuseshouldcontainemailaddressesonly,oneaddresstoaline.

Figure 60 UploadListofContactstoRemove

Enterthefilepathofthefileyouwanttouse,orclickBrowseandlocatethefile. 4 UsetheForthecontactsabovefieldtospecifywhetheryouwanttodeletethe contactspermanently,orjustmarkthemasunsubscribed: Ifyouwanttodeletethecontactspermanently,selectRemovethemfrommylist permanently. Ifyouwanttomarkthecontactsasunsubscribed,butkeepthecontactsdetails, selectMarkthemasunsubscribedinmylist. 5 ClickNext. 6 Ascreendisplayswithareportoftheresults.Youcanusethisscreentodeletemore contactsfromthelist.

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Figure 61 RemovedContactReport

ViewingSuppressedEmailAddresses
Suppressedemailaddressesarethosetowhichemailaddressesareneversent,evenifthe addressissubscribedtoalist.Youcanviewsuppressedemailaddressesforallcontactlists, orforaspecificlist. Takethefollowingstepstoseethesuppressedemailaddressesforacontactlist: 1 ClickContactsinthenavigationbar,thenclickEmailSuppressionList.
Figure 62 EmailSuppressionList:ChooseContactList

2 Choosethecontactlistforwhichyouwanttoseesuppressedemailaddresses.Tosee suppressedemailaddressesforalllists,selectGlobalSuppression.
Figure 63 EmailSuppressionList:ViewSuppressedEmailAddresses

USINGCONTACTS 77 3 Thisscreendisplaysthelistofsuppressedemailaddressesforthelistorlistsyou specified,aswellasthedateonwhicheachaddresswassuppressed.Youcantakethe followingactions: ClickSuppressanemailordomaintoaddanentrytotheemailsuppressionlist.See SuppressinganEmailAddressorDomainonpage77. SelectthecheckboxnexttoanEmailaddress(selectthecheckboxattheheadof thecolumntoselectallentriesinthelist)andclickDeleteselectedtoremovethe addressfromthelist.Theaddressisnolongersuppressed.Youcanalsodeletean addressbyclickingitsDeletelink. ClickanaddresssEditlinktoeditthesuppressedaddresssdetails.
Figure 64 EditSuppressedEmailAddress

EdittheaddressintheEmailtosuppressfield,ifrequired. Youcanalsochangethelistthatthisemailshouldbebarredfrom.Tobartheemail addressfromalllistsinInterspireEmailMarketer,selectGlobalsuppression. ClickSavewhenyouhavefinished,orclickCanceltoreturntotheViewsuppressed emailslistwithoutsavinganychanges.

SuppressinganEmailAddressorDomain
Youcanbaranemailaddressoradomain(likeexampledomain.com,forinstance)from havingemailssenttoit.Thisisknownassuppressingtheemailaddressordomain. Thistakesprecedenceoverothersettings;forinstance,anemailaddressmaybeanactive memberofacontactlist,butitwillneverhaveemailsorautoresponderssenttoitifitis suppressed. Note:Youcansuppressemailaddressesanddomainsbyenteringtheinformation manually,orbyuploadingafilecontainingtheinformation.Alternatively,usethe Contacts>Emailsuppressionlistscreentosuppresssingleemailaddressesor domains. Takethefollowingstepstosuppressanemailaddressoradomain: 1 ClickContactsinthenavigationbar,thenclickSuppressanemailordomain.

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Figure 65 SuppressanEmailorDomain:SelectContactList

2 SelectthecontactlistfromwhichyouwantthisaddressordomaintobebarredintheI wanttosuppresscontactsfromlist.Tobaranaddressordomainfromallcontact lists,selectGlobalsuppression. 3 Definetheaddressesordomainsyouwanttosuppress: Note:Tosuppressadomain,enteritinthefollowingformat:@domain.tld,where domainisthedomainyouwanttosuppress,and.tldisthetopleveldomain (.com,forexample). So,tosuppressallemailaddressesbelongingtowww.yahoo.co.uk(forexample), enter@yahoo.co.uk. Toentertheemailaddressesordomainsmanually,selectIwanttotypetheemail addresses/domainstosuppressintoatextbox.Entertheaddressesordomainsin thefieldthatdisplays.
Figure 66 EnterAddressesorDomainsforSuppressionManually

Touploadalistofemailaddressesordomains,selectIwanttouploadafilethat containstheemailaddresses/domainstosuppress. Note:Thefilethatyouuseshouldcontainemailaddressesordomainnamesonly,one addressordomainnametoaline.

Figure 67 UploadListofAddressesorDomainsforSuppression

Enterthefilepathofthefileyouwanttouse,orclickBrowseandlocatethefile. 4 Ascreendisplayswithareportoftheresults.Youcanusethisscreentoaddmore emailaddressesordomainstothelist.

USINGCONTACTS 79
Figure 68 SuppressedEmailAddressorDomainReport

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81

UsingEmailCampaigns
ThischapterdescribestheEmailcampaignsmenuinthenavigationbar.
Figure 69 TheEmailCampaignsMenu

EmailCampaignsOverview
Emailcampaignsaretheemailsyousendouttoyourcontacts. Eachemailcampaignyouplan,create,andsendouttransmitsanemail,basedonanHTML orplaintexttemplate(orboth),toeachoftheaddressesstoredinthecontactlistyouselect (seeUsingContactListsonpage37).

ArchivingEmailCampaigns
Whenyouarchiveemailcampaigns,allemailssenttoacontactlistareavailableonthe Internet,andcanbeviewedbycampaignrecipientsinthecontactlist.Inordertosetthisup, youmustarchivetheemailcampaigns(clicktheArchivefieldintheViewemailcampaigns screen,orusetheCreateanemailcampaignscreen;seeCreatingandEditingEmail Campaignsonpage87).Youmustalsoincludealinktothearchive(usingthe %%mailinglistarchive%%variable)intheemailcampaignsyousendtothecontactlist.

ActivatingEmailCampaigns
Onlyemailcampaignsthatareactivatedmaybesent.Thismeansthatanadministratorcan assignspecificpermissionstodifferentusersthatallowoneusertodesignacampaign,and anothertoauthorizeit.

SplitTestingEmailCampaigns
Splittesting,alsoknownasA/Btesting,isascientificmethodoftestingyouremail campaignseffectivenessusingstatisticalanalysis.

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Whenyouperformanormalcampaignsend,yousendoneemailtoyourwholecontactlist. YoucanthenseehowwellitperformedusingInterspireEmailMarketersstatisticalanalysis tools.However,whenyouperformasplittestyousplityourcontactlistintodifferent partsandsendadifferentemailcampaigntoeachpart.Then,youcanseehowwelleach emailperformedandselectthemosteffective. Splittestingisessentiallyacompetitionbetweenemailcampaigns,inwhichthelosersare discardedandthewinnerisusedinfuturecampaigns.Youcanselectthecriteriaonwhichto judgethewinner(openrateorclickthroughrate)andInterspireEmailMarketertrackseach emailsperformanceanddecidesthewinner. Splittestsareusuallyperformedonvariationsofthesamebasicemailcampaign,noton vastlydifferentemails.Forexample,youmightsplittesttwoemailsthatareidentical exceptfortheirslightlydifferentsubjectlines,inordertoseewhichvariationisopened mostoften.However,youwouldnotsplittestoneemailadvertisingaseasonaldiscounton storemerchandiseandanotherofferingafreeholiday;thiswouldnotproducemeaningful results. ThetermA/Btestingsuggestsasplittestmustbeacompetitionbetweentwoemails. However,thisisnotthecasewithInterspireEmailMarketer,whichallowsyoutocreate testsusinganynumberofemails.Thismeansthatyoucanperformhighlydetailedand efficientsplitteststhatcomparemultipleemailvariationssimultaneously.

ManualandAutomaticSplitTesting
InterspireEmailMarketersupportsbothmanualandautomaticsplittesting. Whenyouusemanualsplittesting,InterspireEmailMarketersendstheemail campaignsyouhaveincludedinthetest,trackseachemail,andletsyouviewtheir effectivenessintheStatistics>Splitteststatisticsscreen.Manualsplittestshaveno cutofftime.
Figure 70 ManualSplitTesting

USINGEMAILCAMPAIGNS 83 Onceyouhavediscoveredthemosteffectiveemailcampaign,itsuptoyouwhatyoudo next.Youcouldusethewinningemailforyournextcampaign,sendthewinningemail toanothercontactlist,orperformfurthersplittestsonvariationsofthewinningemail (anexampleofwhichisshowninthefollowingfigure)inordertofurtherrefineits effectiveness.

Figure 71 MultiLevelSplitTestingExample

Whenyouuseautomaticsplittesting,thetestemailsaresenttoonlyapercentageof yourcontactlistscontacts(youdefinethepercentage).Youalsodefinethetests duration.InterspireEmailMarketersendsthetestemailsandtrackstheirperformance. Oncethetestdurationhaselapsed,InterspireEmailMarketerdeclaresawinnerbased onthecriterionyouselected,andautomaticallysendsthewinningemailtotherestof yourcontactlist.

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Figure 72 AutomaticSplitTesting

SplitTestingTips
Ifyouhavenotusedsplittestingbefore,herearesometipsthatmightbehelpful: Dontcompareapplesandoranges.Makesurethattheemailsyouaretestingare variationsofoneemail,notcompletelydifferentemails.Splittestingisdesignedtohelp finetuneyouremailmarketing,notmakebroaddecisionsonmarketingdirection.

USINGEMAILCAMPAIGNS 85 Keepitsimple.Aswithanyscientifictest,resultsareonlymeaningfuliftheycompare twothingsthatdifferonlyinasinglefeature.Forexample,testtwoemailsthatdiffer onlyintheirfontcolors,ortwoemailsthatdifferonlyintheirsubjectlines.Donttest oneemailagainstanotherthathasadifferentsubjectline,graphicdesignandbodytext; theresultswouldnotletyouknowwhichelementisaffectingperformance. InterspireEmailMarketerletsyoutestanunlimitednumberofemailssimultaneously. Forthemostinformativeresultswhentestingmultiplevariations,createanemail campaignforeachvariationorcombinationofvariations. Includeacontrol.Inscientifictesting,acontrolisanelementofthetestthat providesabaseresultagainstwhichotherresultscanbecompared.Forinstance,ina pharmaceuticaltestasectionofthetestgroupisgivenaplaceboinsteadofthereal drug.Thisallowsthescientistconductingthetesttoexcludetheinfluenceofother variablesontheresults.Inemailsplittestingthismeansthatyoushouldalwaysinclude theoriginalversionoftheemail,whichhashadnochangesorvariationsappliedtoit. Thisisparticularlyimportantifyouaresplittestingvariationsofanemailcampaignthat youhaveusedinthepast.Inordertoaccuratelygaugetheeffectivenessofeachnew variation,youmustcompareitagainstthecontrolemail(whichissentatthesametime asthevariations)andNOTtheemailyousentinthepast.Ifyoucomparedthenew variationsperformanceagainstthatoftheemailyousentinthepast,yourresultscould beaffectedbyamultitudeofvariables(timeofdaytheemailwassent,thedayofthe week,theseason,economicconditions,andmanymore)thatwouldseverelyimpairthe comparison. Usealargetestgroup.Likeanystatisticalanalysis(politicalpolls,forexample)the largerthetestgroupyouuse,themoreaccurateandreliableyourresultswillbe. Usethecorrectmetric.InterspireEmailMarketerletsyoubaseyoursplittestonopen ratesorclickthroughrates(linksclicked).Makesureyouselectthemetricthatmakes sensebasedonthetypeofvariationyouretesting.Ifyouaretestingvariationsinyour subjectline,itmakessensetousetheopenrate(sincerecipientsopenordontopen emailsbasedlargelyonthesubjectline).Ifyouaretestingvariationsinyouremails graphicdesign,itmakessensetousetheclickthroughrate;itwouldbeuselesstobase thetestontheemailsopenrate,sincerecipientsdonotseeanemailsdesignuntilafter theyhaveopenedit.

ViewingandManagingEmailCampaigns
Toviewanexistingemailcampaignyoualreadycreated,clickEmailcampaignsinthe navigationbar,thenclickViewemailcampaigns.Thisscreenallowsyoutoviewand manageallemailcampaignsyouhavecreatedinthepast(whetheryoualreadysentthem ornot). Youcan: Createanemailcampaign:buildanewemailcampaign.SeeCreatingandEditingEmail Campaignsonpage87. Delete:removethecampaign(orcampaigns)fromInterspireEmailMarketer.The campaigncannotberetrieved.

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Archive:turnonautomaticarchivingofthecampaignonInterspireEmailMarketers server. Unarchive:turnoffautomaticarchivingofthecampaignonInterspireEmailMarketers server. Activate:allowthecampaigntobesent(giveyourpermission). Deactivate:forbidthecampaignfrombeingsent(denyyourpermission). Youcanalsoview,send,edit,copyanddeleteemailcampaigns.

Figure 73 ViewingEmailCampaigns

Table 12 ViewingEmailCampaigns

Createanemail campaign Createasplittest Chooseanaction

Clickthistobeginbuildinganewemailcampaign.SeeCreatingand EditingEmailCampaignsonpage87formoreinformation. Clickthistobeginconfiguringanewsplittest.SeeCreatingandEditing SplitTestsonpage99formoreinformation. Selectoneormoreemailcampaigns,selectanoptionfromthelistand clickGotoperformtheselectedaction. Selectaboxbelongingtoanemailcampaignbeforechoosinganoption fromtheChooseanactionlist. Selecttheboxatthetopofthecolumntoselectallcampaigns.

Name Subject Created Lastsent Emailformat

Thisdisplaysthenameoftheemailcampaign. Thisdisplaysthesubjectoftheemailcampaign.Thisisthetextthat displaysintheemailssubjectline. Thisdisplaysthedateonwhichyoucreatedtheemailcampaign. Thisdisplaysthedateonwhichyoulastsenttheemailcampaign. Ifyouhavenotyetsenttheemailcampaign,Notsentdisplays. Thisdisplaystheformatoftheemailcampaign.

IfthecampaignisconfiguredtosendHTMLemailsonly,HTML displays. Ifthecampaignisconfiguredtosendplaintextemailsonly,Text displays. IfthecampaignisconfiguredtosendbothHTMLemailsand plaintextemails,HTMLandtextdisplays.

Active A A icondisplaysiftheemailcampaignmaybesent. icondisplaysiftheemailcampaignmaynotbesent.

USINGEMAILCAMPAIGNS 87
Table 12 ViewingEmailCampaigns

Archive

A icondisplaysiftheemailcampaignisautomaticallyarchivedonthe InterspireEmailMarketerserver. A icondisplaysiftheemailcampaignisnotautomaticallyarchivedon theInterspireEmailMarketerserver. ClickViewtoseeafullscreenpreviewoftheemailcampaign. ClickSendtoselectacontactlistandsendthecampaigntothe contactsinthelist.ThescreensthatdisplayaresimilartotheSendan emailcampaignscreens(seeSendingEmailCampaignsonpage91). ClickResendtotrysendinganemailcampaignagain.Thisoption displaysonlywhenanemailcampaignthatyousentpreviouslyfailed tosendcompletely. ClickEdittoupdatethecampaign.Thescreensthatdisplayaresimilar totheCreateanemailcampaignscreens(seeCreatingandEditing EmailCampaignsonpage87). ClickCopytocreateanewcopyofthecampaign.Thenewcampaign displays,withCopyofappendedtotheoriginalname. ClickDeletetoremovethecampaignfromInterspireEmailMarketer.

Action

CreatingandEditingEmailCampaigns
InterspireEmailMarketersemailcampaignsareusuallybasedontemplates(seeUsing Templatesonpage205).Youcantakeatemplateandcustomizeitforuseinyour campaign;replacingitstextwithyourown,addingorremovingsectionsandimages,and modifyingitsformattingifrequired. Alternatively,youcancreateanewemailcampaignwithoutusingatemplate.Ifyouchoose todothis,youcanbuildthecampaignyourselfusingthetextorHTMLeditor,orimportan HTMLfilefromyourcomputerorawebpage. Takethefollowingstepstocreateacustomemailcampaign: 1 ClickEmailcampaignsinthenavigationbarandselectCreateanemailcampaign.
Figure 74 CreateanEmailCampaign

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2 EnteranewEmailCampaignName. 3 Selectthetypeofcampaignyouwanttocreate. SelectHTMLandTextifyouwantemailstobesentwithbothHTMLandplaintext elements(multipart).EmailclientsthatcandisplayHTMLmessagesusetheHTML element,andclientsthatcannotdisplayHTMLusetheplaintextelement. SelectTextifyouwantemailsyousendtobesentinplaintextonly. SelectHTMLifyouwantemailsyousendtobesentinHTMLonly.Ifyouselectthis option,youremailswillnotdisplayinemailclientsthatcannotdisplayHTML messages. 4 Ifyouwanttobasethisemailcampaignonanexistingtemplate,selectthetemplatein theEmailtemplatelist.Apreviewofthetemplatedisplays. Ifyoudonotwanttobasethiscampaignonanexistingtemplate,selectNotemplate intheEmailtemplatelist. 5 ClickNext.

USINGEMAILCAMPAIGNS 89
Figure 75 TheEmailCampaignEditor

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Note:IfyouselectedTextonlyinthepreviouspage,theHTMLContentsectioninthispage doesnotdisplay.Likewise,ifyouselectedHTMLonly,theTextContentsectionin thispagedoesnotdisplay. 6 SpecifyhowyouwanttobuildtheHTMLemail. IfyouwanttousethebuiltinWYSIWYG(WhatYouSeeIsWhatYouGet)editorin thispage,selectCreatecontentusingtheWYSIWYGeditorbelow. IfyouwanttouseanHTMLfileonyourcomputer,selectUploadafilefrommy computer.ClicktheBrowsebuttonthatdisplays.Afileuploadwindowdisplays; locateandselectthefileyouwanttouseandclickOK.ClickUpload.TheHTML editorscreenupdatestoshowthenewfile. IfyouwanttouseafilefromapageontheInternet,selectImportafilefromaweb siteandenterthefullURL(forexample,http://www.examplesite.com/ examplepage.html)inthefieldthatdisplays.ClickImport.TheHTMLeditorscreen updatestoshowthenewfile. 7 CustomizetheHTMLemailusingtheeditor.SeeUsingtheHTMLEditoronpage159 formoreinformation. 8 Customizethetextemailusingtheeditor.SeeUsingtheTextEditoronpage195for moreinformation. 9 Checkthatyouremailcampaignwillnotbemarkedasspambyarecipient'semail client.ClickCheckyouremailforspam. Note:Thischecksthetextinyouremailcampaignagainstalistofknownspamkeywords. However,itcannotguaranteethatyourcampaignwillbedeliveredtoallrecipients.
Figure 76 CheckYourEmailforSpam

IfeithertheHTMLortextversionsofyouremailbreakanyrules,takenoteofthe offendingtextandedittheemailcampaigntonotincludetheterm. Clickthe icontoclosetheCheckyouremailforspamwindow.

USINGEMAILCAMPAIGNS 91 10 Checkthatyourcampaigndisplayscorrectlyinavarietyofcommonemailclients.Click Viewyouremailindifferentemailprograms.TheEmailValidationscreendisplaysin anewwindow(seeValidatinganEmailonpage197).Whenyouhavefinished,close thewindow. 11 ConfiguretheMiscellaneousoptions. SelectYes,thisemailcampaignisactiveifyouwantthetemplatetobeavailable foruseonceyouhavesavedit.Otherwise,deselectthisoption.Youcanactivatethe templatelater. SelectYes,archivethisemailcampaignifyouwanttoplacethecampaigninthe archivefortheselectedcontactlist.Contactsinthelistcanseeallemailssenttothe listinthepast(ifyouprovidethemwithalinktodoso). 12 Ifyouwanttotestthecampaignbysendingittoyourownemailaddress: EntertheemailaddressfromwhichyouwanttosendthetestemailintheSend previewfromthisemailfield. EntertheemailaddresstowhichyouwanttosendthetestemailintheSend previewtothisemailfield. Tosendthetestemail,clickPreviewyouremailcampaign.Checktheinboxofthe accountyouenteredintheSendPreviewtothisEmailfield. 13 Finishthecampaign. ClickSave&keepeditingtosavethenewcampaignandremaininthisscreento makefurtherchanges. ClickSaveandexittosavethenewcampaignandgototheViewCustom Templatesscreen(seeManagingCustomEmailTemplatesonpage206). ClickCanceltoreturntotheViewCustomTemplatesscreenwithoutsavingthe template.Anychangesyoumadearelost.

SendingEmailCampaigns
Takethefollowingstepstosendanexistingemailcampaign: 1 ClickEmailcampaignsinthenavigationbar,thenselectSendemailcampaign.

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Figure 77 SendanEmailCampaign

2 SelectthecontactstowhomyouwanttosendthecampaignintheIwanttosection: TosendthecampaigntotheentirelistyouselectintheContactlistfield,select Sendanemailtoallcontactsintheselectedlist(s)below. Toperformasearch(seestep5),andsendthecampaigntoonlythecontacts matchingthesearch,selectSendanemailtocontactswhomatchmysearch criteriaintheselectedlist(s)below. TosendthecampaigntotheentirelistyouselectintheSegmentsfield,selectSend anemailtoallcontactsintheselectedsegment(s)below. 3 Selectthecontactlist(s)orsegment(s)towhichyouwanttosendtheemailcampaign. Usethesearchboxbelowthelisttosearchforcontactlistsorsegments. 4 ClickNext. 5 Ifyouoptedtoperformasearchforthecontactstowhomyouwanttosendthe campaign,thefollowingscreendisplays.Ifyoudidnotopttoperformasearch,skipto step6.

USINGEMAILCAMPAIGNS 93
Figure 78 SendanEmailCampaign:SearchContacts

ThefieldsthatdisplayinthisscreenarethesameasthoseintheContacts>Search contactsscreen.SeeSearchingYourContactsonpage62formoreinformation.Click Next. 6 Usethisscreentoconfigureyourcampaignsettings.

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Figure 79 SendanEmailCampaign:CampaignSettings

Table 13 SendanEmailCampaign:CampaignSettings

Emailcampaignsettings Sendthisemail campaign Sendfromthis name Sendfromthis emailaddress Sendreplyemails to Selecttheemailcampaignthatyouwanttosendfromthelist.Click Previewtoseethecampaigninanewbrowserwindow. Thisdisplaysthedefaultfromnameforthecontactlistyouselected.If youwanttouseadifferentname,enterthenewnameinthisfield. Thisdisplaysthedefaultfromemailaccountforthecontactlistyou selected.Ifyouwanttouseadifferentemailaccount,enterthenew addressinthisfield. Thisdisplaysthedefaultreplyemailaddressforthiscontactlist.Whena contactrepliestoyouremailcampaign,thisistheaddresstowhichthe replyissent.Ifyouwanttouseadifferentaddress,enterthenewaddress inthisfield. Thisdisplaysthedefaultbouncedemailaddressforthiscontactlist.Thisis theaddresstowhichundeliverableemailsaresent.Ifyouwanttousea differentaddressforhandlingbouncedemails,enterthenewaddressin thisfield.

Sendbounced emailsto

Emailschedulingsettings Note:ThissectiondisplaysonlywhenyouhaveconfiguredschedulingsettingsintheSettings> Cronsettingsscreen.

USINGEMAILCAMPAIGNS 95
Table 13 SendanEmailCampaign:CampaignSettings

Sendyour campaignnow?

Selectthisifyouwanttosendtheemailcampaignimmediately. Deselectthistoscheduleadateandtimetosendtheemail.
Figure 80 ScheduleEmailCampaign

Selectthedate,monthandyearinthefirstthreelists,andselectthe hour,minuteandAM/PMinthelastthreelists. Notifyowner aboutsending? Myfirstname customfieldis Selectthisifyouwanttosendanemailtothelistownerwhenascheduled campaignstartssending,andanotherwhenitfinishessending. Ifyouremailcampaignusesacustomfieldtodefinearecipientsfirst name,selectithere. Ifyouremailcampaignusesasinglefieldtodefinearecipientsname, selectitinthisfield. Note:Thisfielddisplaysonlywhentheselectedcontactlistcontains customfields. Mylastname customfieldis Ifyouremailcampaignusesacustomfieldtodefinearecipientslast name,selectithere. Ifyouremailcampaignusesasinglefieldtodefinearecipientsname, leavethisfieldblank. Note:Thisfielddisplaysonlywhentheselectedcontactlistcontains customfields. Sendyouremailas SelectthistosendbothHTMLandtextelementsofamultipartemail multipart? campaigntorecipients.Thisallowsarecipientsemailclienttochoosethe correctdisplaymethod. Note:Usethisoptionifyouareunsure.Also,usethisoptionifyoudont provideyourrecipientswiththeabilitytochooseHTMLortext emails. Trackopenrates forHTMLemails? SelectthistohaveInterspireEmailMarketertracktheproportionofHTML emailsopenedbytheirrecipients.

Advancedsettings(optional)

Tracklinksclicked SelectthistohaveInterspireEmailMarketertracktheproportionoflinks inthisemail inthisemailcampaignthatareclickedbytherecipient(clickthrough rate). YoucanviewtheresultsofclickedlinksintheStatistics>Emailcampaign statistics.

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Table 13 SendanEmailCampaign:CampaignSettings

Yes,trackmy campaignusing GoogleAnalytics

SelectthistohaveInterspireEmailMarketeruseGoogleAnalyticstotrack yourcampaignslinks.
Figure 81 UseGoogleAnalytics

EnterthenameyouwantGoogleAnalyticstouseforthiscampaignin theUsethiscampaignnamefield. Enterthenameyouwanttouseasthesourceoftrafficforthis campaignintheUsethissourcenamefield. Embedimagesas attachments SelectthistoembedtheimagesyousendinHTMLemails,ratherthan linkingtothem.Thisallowsrecipientstoviewtheemailcampaignoffline, butcanincreasetheemailsizesignificantly.

7 ClickNextwhenyouhavefinishedconfiguringthisscreen.Alternatively,clickCancel toreturntotheViewemailcampaignsscreenwithoutsavingyourchanges.
Figure 82 SendanEmailCampaign:Report

8 Ascreendisplays,showingareportoftheemailcampaignyouareabouttosend. ReviewtheinformationandclickSchedulemyEmailCampaigntocontinue. Alternatively,clickCanceltoreturntotheViewemailcampaignsscreenwithout savingyourchanges. 9 Thescreenthatdisplaysnextdependsonwhetherornotyouhaveenabledscheduled sending(intheSettings>Cronsettingsscreen). Ifscheduledsendingisenabled,theViewscheduledemailqueuescreendisplays (seeViewingScheduledEmailCampaignsonpage106).Theemailcampaignwillbe sentthenexttimeCronrunsscheduledsending. Note:ThishappensevenifyouselectedSendyourcampaignnow.Forthisreason,itis importantthatyouconfigurescheduledsendingtorunfrequently(intheSettings> Cronsettingsscreen)evenifyoudonotwanttoscheduleemailsending. Alternatively,youcanavoidthisissuebyturningscheduledsendingoffifyoudonot requireit. Ifscheduledsendingisdisabled,awarningdisplays.ClickOK.

USINGEMAILCAMPAIGNS 97
Figure 83 SendinganEmailCampaign:Warning

InterspireEmailMarketerbeginstosendyourcampaign.Anewbrowserwindow displays,showinghowmuchtimeisremaining.
Figure 84 SendinganEmailCampaign:SendinginProgress

Note:Asstatedinthewarningthatdisplayedpreviously,doNOTclosethiswindow, otherwiseyourcampaignwillnotbesentcorrectly. Thebrowserwindowclosesautomaticallywhentheemailcampaignhasbeen completelysent.

Figure 85 SendinganEmailCampaign:Completed

ViewingandManagingSplitTests
ToviewdetailsabouttheemailcampaignsplittestsconfiguredinInterspireEmail Marketer,clickEmailcampaignsinthenavigationbar,thenclickViewsplittests.
Figure 86 ViewingSplitTests

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Table 14 ViewingSplitTests

Createasplittest Deleteselected

Clickthistobeginconfiguringanewsplittest.SeeViewingScheduled EmailCampaignsonpage106. Selectoneormoresplittestscheckboxesandclickthistoremovethesplit testfromInterspireEmailMarketer.Deletedsplittestscannotbe retrieved. Selectaboxbelongingtoanemailcampaignbeforechoosinganoption fromtheChooseanactionlist. Selecttheboxatthetopofthecolumntoselectallcampaigns.

Name Campaigns

Thisdisplaysthenameofthesplittest. Thisdisplaysthenameofeachemailcampaigninthetest. Note:ThisisthenamethatdisplaysintheInterspireEmailMarketer controlpanel,nottheemailsubjectline.

Type

Thisdisplaysthetypeoftest: SplittestdisplaysifyouselectedFindawinningemailandshowme theresultswhenyoucreatedthetest.Thecampaignsaresenttothe wholecontactlistinequalproportion,andthewinnerisdisplayedto you. BestperformingdisplaysifyouselectedFindawinningemailthen sendittomylistautomaticallywhenyoucreatedthetest.The campaignsaresenttoasmallpartofyourcontactlist,andthewinner isautomaticallysenttotherestofthelist. Thisdisplaysthedateonwhichthetestwascreated.

Created

USINGEMAILCAMPAIGNS 99
Table 14 ViewingSplitTests

Lastsent Action

Thisdisplaysthedateonwhichthetestwaslastperformed.Ifthetesthas neverbeenperformed,Notsentdisplays. ClickWaitingtosendtoseewhenascheduledtestwillbesent.The Viewscheduledemailqueuescreendisplays(seeViewingScheduled EmailCampaignsonpage106). Note:Thisoptiondisplaysonlywhenatestisscheduledandhasyettobe sent. ClickatestsPauselinktostopsendingthetest.ClickitsResumelink tobeginsendingthetestagain. Note:Theseoptionsdisplayonlywhenatestiscurrentlybeingsent. ClickatestsSendlinktoperformthetest. Note:BeforeyousendBestperformingtests,youneedtoenableSplit testcampaignsintheSettings>Cronsettingsscreen. ClickatestsEditlinktomakechangestothetest.SeeCreatingand EditingSplitTestsonpage99forinformationonthescreenthat displays. ClickatestsCopylinktocreateanewtestwiththesamepropertiesas theoriginal.ThenewtestdisplaysinthelistwithCopyofprependedto itsname. ClickatestsDeletelinktoremovethetestfromInterspireEmail Marketer.Deletedtestscannotberetrieved. Note:Whenyoudeleteatest,itsassociatedemailcampaignsarenot deleted.

CreatingandEditingSplitTests
Tocreateanewsplittest,clickEmailcampaignsinthenavigationbar,thenViewsplit tests.ClicktheCreateasplittestbutton. Toeditanexistingsplittest,clickEmailcampaignsinthenavigationbar,thenViewsplit tests.ThenclicktherelevanttestsEditlink. Note:Thisscreenallowsyoutosetupyourtest;youcanchoosethepeopletowhomyou wanttosenditlateron(seePerformingaSplitTestonpage101).

100 USINGEMAILCAMPAIGNS
Figure 87 CreatingaSplitTest

Table 15 CreatingaSplitTest

Giveyoursplittesta name Choosewhichemails tosend Previewselected Chooseawinner basedon

Enteranameforthissplittest.Thenameonlydisplaysinthe configurationinterface,andnottoyourcontacts. Selecttheemailcampaignsthatyouwanttoincludeinthistest. Note:Youcanselectasmanyemailcampaignsasyouwant. ClickthistoseealltheemailcampaignsyouselectedintheChoosewhich emailstosendlist.Eachemailcampaignopensinanewbrowserwindow. Usethisfieldtospecifyhowthewinningemailcampaignischosen: SelectNumberofpeoplewhoopentheemailtochoosetheemail campaignthatisopenedmostoften. SelectNumberofpeoplewhoclickalinkintheemailtochoosethe emailinwhichalinkisclickedmostoften(theonewiththehighest clickthroughrate). Note:Whenyouselectthisoption,InterspireEmailMarketercountsthe totalnumberclicksonalllinksineachemailcampaign,notanyone linkinparticular.

USINGEMAILCAMPAIGNS 101
Table 15 CreatingaSplitTest

Thekindoftesttorun Usethissectiontodefinewhethertoperformamanualtestoran automatictest,andtoconfigurehowthetestshouldproceed: SelectFindawinningemailandshowmetheresultsifyouwantto performamanualtest.Whenyouselectthisoption,InterspireEmail Marketersplitsthecontactlist(orlists)intoequalpartsandsendseach emailcampaigntoonepart.Youcanthenvieweachemailcampaigns performanceintheStatistics>Splitteststatisticsscreens. Forexample,ifyouselecttwoemailcampaignsandhave1000people inyourcontactlist,eachemailcampaignissentto500people. Note:Ifyouchoosethisoption,youmaywanttofirstsetupanewcontact listfortestsubjects,ratherthansendingittoyourcompletecontact list.Ifso,seeCreatingandEditingContactListsonpage44. SelectFindawinningemailthensendittomylistautomaticallyif youwanttoperformanautomatictest.Whenyouselectthisoption, youcanspecifythepercentageofyourcontactlistscontactsthatare testsubjects.InterspireEmailMarketerperformsthetest,thenwaits theamountoftimeyouspecifybeforedeclaringawinningemail campaign(basedonthecriteriayouselect).InterspireEmailMarketer thensendsthewinningemailcampaigntotheremainderofyour contactlistscontacts(thosenotinthetestgroup). IntheEmailswillbesentinequalgroupsto(...)%ofyourlistfield, enterthepercentageofyourcontactlistscontactsthatshouldbein thetestgroup.Thedefaultis10%. IntheThebestperformingemailwillthenbesenttotherestofyour list(...)laterfield,selectthenumberofHoursorDaysafterwhich InterspireEmailMarketerdecidesthewinningemail. Note:Theminimumtesttimeistwohours,andthemaximumisthirty days. Forexample,ifyouhaveacontactlistof5000people,selectfiveemail campaigns,specifyatestgroupoftenpercentandatesttimeofone day,eachemailissentto100people,andthewinningemailissentto theremaining4,500peoplethenextday. Saveandsend Clickthistosaveyourchangestothetest,andsenditimmediately.See PerformingaSplitTestonpage101forinformationonthescreenthat displays. ClickthistosaveyourchangestothetestandreturntotheViewsplit testsscreen. ClickthistoreturntotheViewsplittestsscreenwithoutsavingyour changes.

Saveandexit Cancel

PerformingaSplitTest
Tosendasplittesttomembersofyourcontactlists: 1 ClickEmailcampaignsinthenavigationbar,thenclickViewsplittests.Clickthe relevantsplittestsSendlink. Alternatively,whilecreatingoreditingasplittest,clickitsSaveandsendbutton(see CreatingandEditingSplitTestsonpage99).

102 USINGEMAILCAMPAIGNS 2 Thefirstscreenthatdisplaysallowsyoutospecifytowhomyouwanttosendthetest.

Figure 88 SendingaSplitTest

3 SelectthecontactstowhomyouwanttosendthetestintheIwanttosection: TosendthecampaigntotheentirelistyouselectintheContactlistfield,select Sendtheselectedsplittesttoallcontactsintheselectedlist(s)below. TosendthecampaigntothesegmentyouselectintheSegmentsfield,selectSend anemailtoallcontactsintheselectedsegment(s)below. Note:Segmentsdefineasubsectionofacontactlist.Inordertoselectasegmenthere,you mustfirstcreatesegments;seeCreating,EditingandViewingSegmentsonpage49. 4 Selectthecontactlist(s)orsegment(s)towhichyouwanttosendtheemailcampaign. Usethesearchboxbelowthelisttosearchforcontactlistsorsegments. 5 ClickNext. 6 Thescreenthatdisplaysallowsyoutoconfigureyourcampaignssettings.

USINGEMAILCAMPAIGNS 103
Figure 89 SendingaSplitTest:TestSettings

Table 16 SendingaSplitTest:TestSettings

Splittestcampaignsettings Sendfromthis name Sendfromthis emailaddress Sendreplyemails to Thisdisplaysthedefaultfromnameforthecontactlistyouselected.If youwanttouseadifferentname,enterthenewnameinthisfield. Thisdisplaysthedefaultfromemailaccountforthecontactlistyou selected.Ifyouwanttouseadifferentemailaccount,enterthenew addressinthisfield. Thisdisplaysthedefaultreplyemailaddressforthiscontactlist.Whena contactrepliestoyouremailcampaign,thisistheaddresstowhichthe replyissent.Ifyouwanttouseadifferentaddress,enterthenewaddress inthisfield. Thisdisplaysthedefaultbouncedemailaddressforthiscontactlist.Thisis theaddresstowhichundeliverableemailsaresent.Ifyouwanttousea differentaddressforhandlingbouncedemails,enterthenewaddressin thisfield.

Sendbounced emailsto

Emailschedulingsettings Note:Thissectiondisplaysonlywhensplittestschedulingisenabled.Toenableordisablesplit testscheduling,clickSettings>CronsettingsandconfiguretheSplittestcampaignsitem.

104 USINGEMAILCAMPAIGNS
Table 16 SendingaSplitTest:TestSettings

Sendyoursplit testnow?

Selectthisifyouwanttosendthesplittestcampaignimmediately. Deselectthistoscheduleadateandtimetosendtheemail.
Figure 90 ScheduleSplitTest

Selectthedate,monthandyearinthefirstthreelists,andselectthe hour,minuteandAM/PMinthelastthreelists. Notifyowner aboutsending? Myfirstname customfieldis Selectthisifyouwanttosendanemailtothelistownerwhenascheduled campaignstartssending,andanotherwhenitfinishessending. Ifyouremailcampaignsuseacustomfieldtodefinearecipientsfirst name,selectithere. Ifyouremailcampaignsuseasinglefieldtodefinearecipientsname, selectitinthisfield. Note:Thisfielddisplaysonlywhentheselectedcontactlistcontains customfields. Mylastname customfieldis Ifyouremailcampaignsuseacustomfieldtodefinearecipientslast name,selectithere. Ifyouremailcampaignsuseasinglefieldtodefinearecipientsname, leavethisfieldblank. Note:Thisfielddisplaysonlywhentheselectedcontactlistcontains customfields. Sendyouremailas SelectthistosendbothHTMLandtextelementsofamultipartemail multipart? campaigntorecipients.Thisallowsarecipientsemailclienttochoosethe correctdisplaymethod. Note:Usethisoptionifyouareunsure.Also,usethisoptionifyoudont provideyourrecipientswiththeabilitytochooseHTMLortext emails. Trackopenrates forHTMLemails? SelectthistohaveInterspireEmailMarketertracktheproportionofHTML emailsopenedbytheirrecipients. Note:Thisoptioncannotbedeselected,asitisnecessaryforsplittesting campaignstowork. Tracklinksclicked SelectthistohaveInterspireEmailMarketertracktheproportionoflinks inthisemail inthissplittestthatareclickedbytherecipient. Note:Thisoptioncannotbedeselected,asitisnecessaryforsplittesting campaignstowork. Embedimagesas attachments SelectthistoembedtheimagesyousendinHTMLemails,ratherthan linkingtothem.Thisallowsrecipientstoviewtheemailcampaignoffline, butcanincreasetheemailsizesignificantly.

Advancedsettings(optional)

7 ClickNext.Inthescreenthatdisplays,reviewyoursplittest.

USINGEMAILCAMPAIGNS 105
Figure 91 SendingaSplitTest:ReviewTest

8 ClickSchedulemysplittestcampaignwhenyouarereadytosendyourtest. 9 Thescreenthatdisplaysnextdependsonwhetherornotyouhaveenabledsplittest scheduling(intheSettings>Cronsettingsscreen). Ifsplittestschedulingisenabled,theViewsplittestsscreendisplays(seeViewing andManagingSplitTestsonpage97).Waitingtosenddisplaysinthesplittests Actionfield.ThesplittestwillbesentthenexttimeCronrunssplittestsending. Note:ThishappensevenifyouselectedSendyoursplittestnow.Forthisreason,itis importantthatyouconfiguresplittestschedulingtorunfrequently(intheSettings> Cronsettingsscreen)evenifyoudonotwanttoschedulesplittestsending. Alternatively,youcanavoidthisissuebyturningsplittestschedulingoffifyoudonot requireit. Ifsplittestschedulingisdisabled,awarningdisplays.ClickOK.
Figure 92 SendingaSplitTest:Warning

InterspireEmailMarketerbeginstosendyoursplittest.Anewbrowserwindow displays,showinghowmuchtimeisremaining.
Figure 93 SendingaSplitTest:SendinginProgress

Note:Asstatedinthewarningthatdisplayedpreviously,doNOTclosethiswindow, otherwiseyourtestwillnotbesentcorrectly.

106 USINGEMAILCAMPAIGNS Thebrowserwindowclosesautomaticallywhenthesplittesthasbeencompletely sent.

Figure 94 SendingaSplitTest:Completed

ViewingScheduledEmailCampaigns
Toviewdetailsabouttheemailcampaignsthatarescheduledtobesent,clickEmail campaigns,thenclickViewscheduledemailqueue. Youcan: Sendanemailcampaign:buildanewemailcampaign.SeeSendingEmailCampaigns onpage91. Delete:removethecampaign(orcampaigns)fromInterspireEmailMarketer.The campaigncannotberetrieved. YoucanalsoView,PauseorEditacampaign.
Figure 95 ViewScheduledEmailCampaigns

Table 17 ViewScheduledEmailCampaigns

Sendanemail campaign Deleteselected

Clickthistosendanewemailcampaign.SeeSendingEmailCampaignson page91formoreinformation. Selectoneormoreemailcampaignsandclickthistodeletetheselected campaign(orcampaigns). SelectaboxbelongingtoanemailcampaignbeforeclickingtheDelete selectedbutton. Selecttheboxatthetopofthecolumntoselectallcampaigns.

Emailcampaign nameemailsubject Campaigntype Contactlist

Thisdisplaysthenameoftheemailcampaignscheduledforsending,and thesubjectlineoftheemailcampaign. Thisdisplaysthetypeofemailcampaign. Thisdisplaysthecontactlisttowhichtheemailcampaignisscheduledto besent.

USINGEMAILCAMPAIGNS 107
Table 17 ViewScheduledEmailCampaigns

Datescheduled Activitystatus

Thisdisplaysthedateandtimeatwhichtheemailcampaignisscheduled tobesent. Foremailcampaignsscheduledtobesentataspecifictimeinthe future,atimerdisplaysthatcountsdowntothetimeatwhichthe campaignwillbesent. Waitingtosenddisplaysiftheemailcampaignisscheduledfor immediatesending,butisyettobesent.Thecampaignwillbesent whenthecronjobruns. Pauseddisplayswhentheemailcampaignhasbeentemporarily stopped. Completedisplayswhentheemailcampaignhasfinishedsending. ClickViewtoseeapreviewoftheemailcampaigninanewbrowser window. ClickPausetotemporarilystopacampaignthatisrunning. ClickResumetostartacampaignthathasbeentemporarilystopped. ClickEdittochangethesettingsofanemailcampaign.SeeCreating andEditingEmailCampaignsonpage87formoreinformation. ClickDeletetoremovethecampaign(orcampaigns)fromInterspire EmailMarketer.Thecampaigncannotberetrieved.

Action

108 USINGEMAILCAMPAIGNS

109

UsingAutorespondersandTriggers
ThischapterdiscusseshowtousetheAutorespondersmenuinthenavigationbar.
Figure 96 TheAutorespondersMenu

AutorespondersOverview
AutorespondersareemailssentoutautomaticallybyInterspireEmailMarketerinresponse toactionstakenbyacontact(signingupforanewsletter,forexample). Youcansetupautoresponderstobesentoutatspecifictimesafterthecontacthasbeen addedtothecontactlist. Youcanalsoconfigureanautorespondertobesenttoonlythecontactsinthelistthat matchthesearchcriteriayouspecify.

TriggersOverview
Whenyousetuptriggers,youcanconfigurecertainthingstohappenautomaticallywhen certainothereventsoccur. Forexample,youcansetupatriggersothateveryoneinyourcontactlistreceivesaHappy Birthdayemailontheirbirthday,oraXmasspecialofferemailaweekbeforeChristmas. Youcanalsosetuptriggersthatautomatecertainemailprocesses.Forexample,youcould automaticallyaddacontacttoawarmleadscontactlistwhenthecontactopensyour email,oryoucouldincludeaTellmemorelinkinanemail,andautomaticallysenda personalizedemailresponsetoallcontactswhoclickthelink. Thefollowingfigureshowshowtriggerswork.

110 USINGAUTORESPONDERSANDTRIGGERS
Figure 97 TriggersOverview

Event:thisiswhatsetsoffthetrigger.Itcanbeeitherdaterelated,oremailrelated. Daterelatedeventscanbebasedonacustomfieldyouhavesetupforyourcontactlist (forexample,eachcontactsbirthday)orbasedonasingledatethatyouspecifywhen yousetupthetrigger(forexample,Christmas). Note:Ifyouwanttobaseyourtriggeronavariable,customfieldrelateddate,youneedto setupthecustomfieldinyourcontactlist(orlists)beforeyousetupthetrigger. Emailrelatedeventscanbebasedonacontacteitheropeninganemail,orclickinga specificlinkinanemail. Trigger:thetriggerconfigurationdefinestheeventthatsetsoffthetrigger,the resultingresponse,andthetimerelationbetweentheeventandtheresponse. Relation:whenyoucreateadaterelatedtrigger,youcanconfigureittobesetoffon, beforeoraftertheevent.Youcanalsosetittobesetoffon,beforeorafterthenext anniversaryoftheevent,oronallfutureanniversaries. Whenyoucreateanemailbasedtrigger,youcanconfigureittobesetoffonorafterthe event. Response:thisistheactionthatistakenwhenthetriggerissetoff.Theseactionscanbe external(sendinganemailtothecontact)orinternal(addingthecontacttoanew contactlist,orremovingthecontactfromthecurrentcontactlist). Youcanperformmultipleactions;forexample,ifacontactinyourRawleadslistclicks aTellmemorelinkinanemail,youcanautomaticallysendasubsequentemailwith moreinformation,addthecontacttoaWarmleadscontactlist,andremovethe contactfromtheRawleadslist,allatthesametime.

ViewingAutoresponders
Takethefollowingstepstoviewdetailsaboutanautoresponderyoualreadycreated. 1 ClickAutorespondersinthenavigationbar,thenclickViewautoresponders.

USINGAUTORESPONDERSANDTRIGGERS 111
Figure 98 ViewAutoresponders:ChooseContactList

2 Thisscreendisplaysalistofcontactlists,thenumberofcontactsbelongingtothelist, andthenumberofautorespondersassociatedwitheachlist.Selectacontactlistand clickNext.

Figure 99 ViewAutoresponders:ManageAutoresponders

3 Thisscreenallowsyouto: Createanautoresponder:clickthistobegindefininganewautoresponderforthis contactlist(seeCreatingandEditingAutorespondersonpage112). Deletetheselectedautoresponder(s):removetheautoresponder(or autoresponders)fromInterspireEmailMarketer.Theautorespondercannotbe retrieved. Activatetheselectedautoresponder(s):whenactivated,anautoresponderwillbe senttocontactsatthespecifiedtime. Deactivatetheselectedautoresponder(s):whendeactivated,anautoresponder willnotbesenttocontacts. YoucanalsoView,EditandCopyautoresponders.
Table 18 ViewAutoresponders

Createan autoresponder Chooseanaction

ClickthistogototheCreateanautoresponderscreen.SeeCreatingand EditingAutorespondersonpage112formoreinformation. Selectoneormoreautoresponders,selectanoptionfromthelistandclick Gotoperformtheselectedaction.

112 USINGAUTORESPONDERSANDTRIGGERS
Table 18 ViewAutoresponders

Selectaboxbelongingtoanautoresponderbeforechoosinganoption fromtheChooseanactionlist. Selecttheboxatthetopofthecolumntoselectallautoresponders. Name Created Sent Owner Active Thisdisplaysthenameoftheautoresponder. Thisdisplaysthedateonwhichtheautoresponderwascreated. Thisdisplaysthetimethattheautoresponderissentafteracontactsigns up. ThisdisplaysthenameoftheInterspireEmailMarketeruserwhocreated theautoresponder. Atick( )displaysiftheautoresponderisenabled.The autoresponderissentwhenattherelevanttime. Across( )displaysiftheautoresponderisdisabled.The autoresponderisnottakenattherelevanttime. ClickViewtoseeafullscreenversionoftheautoresponder. ClickEdittoupdatetheautoresponder.Thescreensthatdisplayare similartotheCreateanAutoresponderscreens(seeCreatingand EditingAutorespondersonpage112). ClickCopytocreateanewcopyoftheautoresponder.Thenew autoresponderdisplays,withCopyofappendedtotheoriginalname. ClickDeletetoremovetheautoresponderfromInterspireEmail Marketer.Theautorespondercannotberetrieved.

Action

CreatingandEditingAutoresponders
InterspireEmailMarketerallowsyoutocreateautorespondersusingthebuiltineditor. Note:Ifyouwanttocreateanewautoresponderbasedonanautoresponderyoucreated previously,usetheAutoresponders>Viewautorespondersscreentocopythe template,theneditthenewtemplate.SeeViewingAutorespondersonpage110. Toeditanautoresponder,clickitsEditlinkintheAutoresponders>Viewautoresponders screen. Takethefollowingstepstocreateanautoresponder: 1 ClickAutorespondersinthenavigationbarandselectCreateanautoresponder.

USINGAUTORESPONDERSANDTRIGGERS 113
Figure 100 CreateanAutoresponder:SelectaContactList

2 SelectthecontactlistforthisautoresponderandclickNext.
Figure 101 CreateanAutoresponder:NameandSearch

3 EnteranamefortheautoresponderintheNamethisautoresponderfield. 4 Ifyouwanttosendthisautorespondertoallcontactswhosignupandsubsequently confirmthattheywanttoreceiveemails,selectAllcontactsinmylistwithastatusof confirmed. Alternatively,youcansendthisautorespondertocertaincontactsonly.SelectOnly contactswhomatchmysearchcriteria(below).Thefollowingfieldsdisplay.

114 USINGAUTORESPONDERSANDTRIGGERS
Figure 102 AutoresponderFilterOptions

ConfiguretheFilterbybasicdetailsfields: Ifyouwanttosendthisautoresponderonlytocontactswithacertaintypeofemail address(forexample,allcontactsathotmail.com),enterallorpartoftheemail addressintheEmailaddressfield. IfyouwanttosendthisautoresponderonlytocontactsconfiguredtoreceiveHTML orTextemailsonly,selecttherelevantoptionfromtheMatchformatlist. IfyouwanttosendthisautoresponderonlytocontactswhoareConfirmedor Unconfirmedonly,selecttherelevantoptionfromtheMatchconfirmedstatuslist. Ifyouwanttosearchforboth,leaveBothconfirmedandunconfirmedselected (default). Ifyouwanttosendthisautoresponderonlytocontactswhohave,orhavenot, clickedaspecificlinkinyourautoresponder,selectYes,filterbylink.
Figure 103 Autoresponder:FilterByLink

Ifyouwanttosendthisautoresponderonlytocontactswhohaveclickedalink, selectHasclickedinthefirstlist,andselecttherelevantlinkinthesecondlist. Ifyouwanttosendthisautoresponderonlytocontactswhohavenotyetclickeda link,selectHasnotclicked,andselecttherelevantlinkinthesecondlist. Ifyouwanttosendthisautoresponderonlytocontactswhohave,orhavenot, openedaspecificemail,selectYes,filterbyopenedemailcampaign.

Figure 104 Autoresponder:FilterByOpenedEmail

Ifyouwanttosearchforcontactswhohaveopenedanemail,selectHasopenedin thefirstlist,andselecttheemailcampaigninthesecondlist. Ifyouwanttofindcontactswhohavenotyetopenedanemail,selectHasnot opened,andselecttheemailcampaigninthesecondlist. 5 Ifthecontactlistcontainscustomfields,youcansearcheachfieldintheFilterby customfieldssection.

USINGAUTORESPONDERSANDTRIGGERS 115 6 ClickNext.

Figure 105 Autoresponder:SendingOptions

Table 19 Autoresponder:SendingOptions

Autoresponderdetails Sendfromthis name Sendfromthis emailaddress Sendreplyemails to Thisdisplaysthedefaultfromnameforthecontactlistyouselected.If youwanttochangethisname,enterthenewnameinthisfield. Thisdisplaysthedefaultfromemailaccountforthecontactlistyou selected.Ifyouwanttouseadifferentemailaccount,enterthenew addressinthisfield. Thisdisplaysthedefaultreplyemailaddressforthiscontactlist.Whena contactrepliestoyourautoresponder,thisistheaddresstowhichthe replyissent.Ifyouwanttouseadifferentaddress,enterthenewaddress inthisfield. Thisdisplaysthedefaultbouncedemailaddressforthiscontactlist.Thisis theaddresstowhichundeliverableemailsaresent.Ifyouwanttousea differentaddressforhandlingbouncedemails,enterthenewaddressin thisfield.

Sendbounced emailsto

116 USINGAUTORESPONDERSANDTRIGGERS
Table 19 Autoresponder:SendingOptions

Emailformat

SelectHTMLandTextifyouwantthisautorespondertobesentwith bothHTMLandplaintextelements(multipart).Emailclientsthatcan displayHTMLmessagesusetheHTMLelement,andclientsthat cannotdisplayHTMLusetheplaintextelement. SelectTextifyouwantthisautorespondertobesentinplaintextonly. SelectHTMLifyouwantthisautorespondertobesentinHTMLonly.If youselectthisoption,youremailswillnotdisplayinemailclientsthat cannotdisplayHTMLmessages. Ifyourautoresponderusesacustomfieldtodefinearecipientsfirst name,selectithere. Ifyourautoresponderusesasinglefieldtodefinearecipientsname, selectitinthisfield. Ifyourautoresponderusesacustomfieldtodefinearecipientslastname, selectithere. Ifyourautoresponderusesasinglefieldtodefinearecipientsname,leave thisfieldblank. Selectthistosendtheautorespondertocontactswhoalreadybelongto thecontactlist. Forexample,ifyousetupanautorespondertosendninetydaysaftera contactwasaddedtothelist,contactswhowereaddedtothelistfewer thanninetydaysagowillreceivetheautoresponderontherelevantdate. SelectAssoonasthecontactjoinsmylisttosendtheautoresponderto contactsimmediatelywhentheyjointhelist. SelectAfterthecontacthasbeenonmylistfortosendthe autoresponderaspecificnumberofhours,days,weeks,monthsoryears afterthecontacthasjoinedthelist.Enterthetimeinthefieldsthat display.

Myfirstname customfieldis

Mylastname customfieldis

Sendtoexisting contacts

Sendingoptions Sendthis autoresponder

Advancedoptions Sendyouremailas SelectthistosendbothHTMLandtextelementsofamultipart multipart? autorespondertorecipients.Thisallowsarecipientsemailclientto choosethecorrectdisplaymethod. Note:Usethisoptionifyouareunsure.Also,usethisoptionifyoudont provideyourrecipientswiththeabilitytochooseHTMLortext emails. Trackopenrates forhtmlemails? SelectthistohaveInterspireEmailMarketertracktheproportionof HTMLautorespondersopenedbytheirrecipients.

Tracklinksclicked SelectthistohaveInterspireEmailMarketertracktheproportionoflinks inthisemail? inthisautoresponderthatareclickedbytherecipient. YoucanviewtheresultsofclickedlinksintheStatistics>Autoresponder statistics. Embedimagesas attachments? SelectthistoembedtheimagesyousendinHTMLemails,ratherthan linkingtothem.Thisallowsrecipientstoviewtheautoresponderoffline, butcanincreasetheemailsizesignificantly.

USINGAUTORESPONDERSANDTRIGGERS 117
Table 19 Autoresponder:SendingOptions

Autorespondercontent Iwantto SelectCreatethecontentofmyautoresponderfromscratchifyou donotwanttobasethisautoresponderonanexistingtemplate. SelectUseatemplateasthebasisofmyautoresponderifyouwant tobasethisautoresponderonanexistingtemplate.

Figure 106 Autoresponder:SelectaTemplate

Selectthetemplateuponwhichyouwanttobasethisautoresponder.

7 ClickNext.Theautorespondereditordisplays.

118 USINGAUTORESPONDERSANDTRIGGERS
Figure 107 TheAutoresponderEditor

USINGAUTORESPONDERSANDTRIGGERS 119 Note:IfyouselectedTextonlyinthepreviouspage,theHTMLContentsectioninthispage doesnotdisplay.Likewise,ifyouselectedHTMLonly,theTextContentsectionin thispagedoesnotdisplay. 8 SpecifyhowyouwanttobuildtheHTMLautoresponder. IfyouwanttousethebuiltinWYSIWYG(WhatYouSeeIsWhatYouGet)editorin thispage,selectCreatecontentusingtheWYSIWYGeditorbelow. IfyouwanttouseanHTMLfileonyourcomputer,selectUploadafilefrommy computer.ClicktheBrowsebuttonthatdisplays.Afileuploadwindowdisplays; locateandselectthefileyouwanttouseandclickOK.ClickUpload.TheHTML editorscreenupdatestoshowthenewfile. IfyouwanttouseafilefromapageontheInternet,selectImportafilefromaweb siteandenterthefullURL(forexample,http://www.examplesite.com/ examplepage.html)inthefieldthatdisplays.ClickImport.TheHTMLeditorscreen updatestoshowthenewfile. 9 CustomizetheHTMLemailusingtheeditor.SeeUsingtheHTMLEditoronpage159 formoreinformation. 10Customizethetextemailusingtheeditor.SeeUsingtheTextEditoronpage195for moreinformation. 11Checkthatyourautoresponderwillnotbemarkedasspambyarecipient'semail client.ClickCheckyouremailforspam. Note:Thischecksthetextinyourautoresponderagainstalistofknownspamkeywords. However,itcannotguaranteethatyourautoresponderwillbedeliveredtoall recipients.
Figure 108 CheckYourEmailforSpam

IfeithertheHTMLortextversionsofyouremailbreakanyrules,takenoteofthe offendingtextandedittheautorespondertonotincludetheterm. Clickthe icontoclosetheCheckyouremailforspamwindow.

120 USINGAUTORESPONDERSANDTRIGGERS 12 Checkthatyourautoresponderdisplayscorrectlyinavarietyofcommonemailclients. ClickViewyouremailindifferentemailprograms.TheEmailValidationscreen displaysinanewwindow(seeValidatinganEmailonpage197).Whenyouhave finished,closethewindow. 13 Ifyouwanttotesttheautoresponderbysendingittoyourownemailaddress: EntertheemailaddressfromwhichyouwanttosendthetestemailintheSend previewfromthisemailfield. EntertheemailaddresstowhichyouwanttosendthetestemailintheSend previewtothisemailfield. Tosendthetestemail,clickPreviewyouremailcampaign.Checktheinboxofthe accountyouenteredintheSendPreviewtothisEmailfield. 14 Finishtheautoresponder: ClickSave&keepeditingtosavethenewautoresponderandremaininthisscreen tomakefurtherchanges. ClickSaveandexittosavethenewautoresponderandgototheViewCustom Templatesscreen(seeManagingCustomEmailTemplatesonpage206). ClickCanceltoreturntotheViewCustomTemplatesscreenwithoutsavingthe template.Anychangesyoumadearelost.

ViewingandManagingTriggers
ToviewtheeventtriggersalreadysetupinInterspireEmailMarketer,clickAutoresponders inthenavigationbar,thenViewtriggers. Note:Beforeyousetuptriggers,youneedtoenablescheduling(cronjobs).SeeManaging CronJobsonpage250formoreinformation.
Figure 109 ViewingTriggers

USINGAUTORESPONDERSANDTRIGGERS 121

Table 20 ViewingTriggers

Createatrigger Chooseanaction

Clickthistosetupanewtriggerevent.SeeCreatingandEditingTriggers onpage122forinformationonthescreenthatdisplays. Selectoneormoretriggerscheckboxes,chooseanitemfromthelist,and clickGotoperformtheactionontheselectedtrigger(ortriggers). SelectDeleteselectedtrigger(s)toremovetheselectedtrigger(or triggers)fromInterspireEmailMarketer.Deletedtriggerscannotbe retrieved. SelectMarkselectedtrigger(s)asactivetoenablethetrigger(or triggers). SelectMarkselectedtrigger(s)asinactivetodisablethetrigger(or triggers). Selectaboxbelongingtoatriggerbeforechoosinganoptionfromthe Chooseanactionlist. Selecttheboxatthetopofthecolumntoselectalltriggers.

Name Created Triggeredby

Thisdisplaysthenamethatyouassignedtothiseventtrigger.Thisname doesnotdisplaytothepublic. Thisdisplaysthedateonwhichyoucreatedtheeventtrigger. Thisdisplaysinformationaboutthetypeofeventthatsetsoffthetrigger. PredefineddatedisplaysifyouselectedBasedonaspecificdate whenyoucreatedtheeventtrigger. CustomfielddisplaysifyouselectedBasedonacontact'sdatefield whenyoucreatedtheeventtrigger. LinkclickeddisplaysifyouselectedBasedonalinkbeingclicked whenyoucreatedtheeventtrigger. EmailcampaignopeneddisplaysifyouselectedBasedonaemail campaignbeingopenedwhenyoucreatedtheeventtrigger. Thisdisplaysinformationaboutwhentherelevantactionoccurs. ImmediatelyafterdisplaysifyouselectedOnorOnthedatewhen youcreatedtheeventtrigger. [X]hoursbeforedisplaysifyouselectedBefore[X]hourswhenyou createdtheeventtrigger. Note:Evenifyouselected[X]daysor[X]weekswhenyoucreatedthe eventtrigger,therelevantnumberofhoursdisplays. N/Adisplaysifyouselectedanoptionotherthanthoseabovewhen youcreatedtheeventtrigger.

When

Active

Atick( )displaysifthetriggerisenabled.Therelevantactionis takenifthetriggereventoccurs. Across( )displaysifthetriggerisdisabled.Therelevantactionis nottakenifthetriggereventoccurs. ClickEdittomodifythetrigger.TheEdittriggerscreensGeneral settingstabdisplays(seeCreatingandEditingTriggersonpage122). ClickCopytocreateanewtriggerwiththesamepropertiesasthe original.ThenewtriggerdisplayswithCopyofprependedtoitsname. ClickDeletetoremovethetriggerfromInterspireEmailMarketer. Deletedtriggerscannotberetrieved.

Action

122 USINGAUTORESPONDERSANDTRIGGERS

CreatingandEditingTriggers
Tocreateaneweventtrigger,clickAutorespondersinthenavigationbar,thenclick Viewtriggers.Inthescreenthatdisplays,clicktheCreatenewtriggerbutton. Toeditanexistingeventtrigger,clickAutorespondersinthenavigationbar,thenclick Viewtriggers.Inthescreenthatdisplays,clicktheexistingtriggersEditlink. TheGeneralsettingstabdisplays. Note:Ifyouareeditinganexistingeventtrigger,additionaltabsmayalsodisplay.

TheGeneralSettingsTab
TheGeneralSettingstabdisplayswhenyoucreateoreditaneventtrigger.
Figure 110 CreateaNewTrigger:GeneralSettings

Table 21 CreateaNewTrigger:GeneralSettings

Nameyourtrigger Activatethistrigger

Enteradescriptivenameforthiseventtrigger.Thisnamedisplaysonlyin theconfigurationinterface,andnottoyourcontacts. Selectthetypeofeventthatshouldsetoffthistrigger,andconfigurethe additionalfieldsthatdisplay.SeeConfiguringTriggerActivationOptions onpage124forinformationonconfiguringthisfield.

USINGAUTORESPONDERSANDTRIGGERS 123
Table 21 CreateaNewTrigger:GeneralSettings

Triggertheactions

OnceyouhaveselectedanoptionintheActivatethistriggerfield,use thisfieldtoconfigurewhentheactionshouldtakeplace,inrelationtothe triggerevent. ThefieldsthatdisplaydependontheoptionyouselectedintheActivate thistriggerfield. IfyouselectedBasedonacontact'sdateorBasedonaspecificdate, thefollowingfieldsdisplay:

Figure 111 DateBasedTriggerOptions

Inthefirstfield: SelectOntoperformtheactionattherelevanttime. SelectBeforetoperformtheactionbeforetherelevanttime.Inthe additionalfieldsthatdisplay,entertherequirednumberofHours, DaysorWeeksbeforethetime. SelectAftertoperformtheactionaftertherelevanttime.Inthe additionalfieldsthatdisplay,entertherequirednumberofHours, DaysorWeeksafterthetime. Inthesecondfield: SelectThedatetoperformtheactionattherelevanttime,andatno othertime. SelectThenextanniversaryofthedatetoperformtheactionatthe nextmonthandday(ignoringtheyear),andatnoothertime. SelectEveryanniversaryofthedateatthespecifiedmonthandday, everyyear. IfyouselectedBasedonalinkbeingclickedorBasedonaemail campaignbeingopened,oneofthefollowingfieldsdisplay:
Figure 112 EmailBasedTriggerOptions

SelectWhentoperformtheactionatthemomentthecontactclicks thelinkoropenstheemail. SelectAftertoperformtheactionatthemomentthecontactclicksthe linkoropenstheemail.Intheadditionalfieldsthatdisplay,enterthe requirednumberofHours,DaysorWeeksaftertheevent.

124 USINGAUTORESPONDERSANDTRIGGERS
Table 21 CreateaNewTrigger:GeneralSettings

Whentriggered

Usethisfieldtospecifywhatshouldhappenwhenthetriggerissetoff: Note:Youcanselectmultipleoptionsinthisfield Ifyouwanttosendanemailtothecontactwhenthetriggerissetoff, selectSendanemailcampaign.

Figure 113 WhenTriggered:SendEmailCampaign

Thelistthatdisplayscontainsalltheemailcampaignscurrently configuredinInterspireEmailMarketer.Selecttherequiredcampaign fromthelist. ClickPreviewtoopentheselectedemailcampaigninanewbrowser window. Note:Whenyouselectthisoption,theSendingoptionstabappears. Remembertoconfigurethistabbeforeyousavethetrigger(seeThe SendingOptionsTabonpage126). Ifyouwanttoaddcontactstoanothercontactlistwhenthetriggeris setoff,selectAddthecontacttoanadditionalcontactlist.
Figure 114 WhenTriggered:SendEmailCampaign

Selectthecontactlist(orlists)fromthefieldthatdisplays. Ifyouwanttodeletethecontactfromtheoriginalcontactlist,select Removethecontactfromthecontactlistthattheyarein. Note:IfyoudonotadditionallyselectAddthecontacttoanadditional contactlist,thecontactsdetailscannotberetrieved. Istriggeractive? Selectthisoptiontoenablethetrigger.Whentheeventoccurs,thetrigger issetoff. Deselectthisoptiontodisablethetrigger.Whentheeventoccurs,the triggerisnotsetoff. ClickthistosaveyourchangesinthisscreenandreturntotheView triggersscreen. ClickthistoreturntotheViewtriggersscreenwithoutsavingyour changes.

Save Cancel

ConfiguringTriggerActivationOptions
ThissectiondescribestheoptionsavailableintheCreateanewTriggerscreensActivatethis triggerfield.

Ifyouwanttobaseatriggeronacustomdatefield(forexample,DateofBirth),select Basedonacontactsdatefield.SeeBasedonaContactsDateFieldonpage125.

USINGAUTORESPONDERSANDTRIGGERS 125 Note:Tousethisoption,thecontactlistthatyouselectmusthaveatleastonecustomdate fielddefined(forexampleDateofBirth).Formoreinformationonsettingup customdatefieldsandassociatingthemwithcontactlists,seeCreatingandEditing CustomFieldsonpage130andConfiguringaDateFieldonpage137. Note:Whenyouselectthisoption,youmayapplythetriggertoonlyasinglecontactlist. Ifyouwanttobaseatriggeronadatethatyouspecify,selectBasedonaspecificdate. SeeBasedonaSpecificDateonpage125. Note:Whenyouselectthisoption,youmayapplythetriggertomultiplecontactlists. Ifyouwanttobaseatriggeronwhenacontactclicksalinkinanemail,selectBasedon alinkbeingclicked.SeeBasedonaLinkBeingClickedonpage126. Note:Whenyouselectthisoption,thetriggerappliestoallcontactlists. Ifyouwanttobaseatriggeronwhenacontactopensanemail,selectBasedonan emailcampaignbeingopened.SeeBasedonanEmailCampaignBeingOpenedon page126. Note:Whenyouselectthisoption,thetriggerappliestoallcontactlists.
Based on a Contacts Date Field

SelectBasedonacontactsdatefieldtosetoffthetriggerbasedonacustomdatefield(for example,DateofBirth).
Figure 115 ActivateTriggerBasedonCustomDate

Inthefirstlistthatdisplays,selectthecontactlisttowhichyouwanttoassociatethis trigger.Inthesecondlist,selectthecustomdatefieldonwhichyouwanttobasethis trigger.

Based on a Specific Date

SelectBasedonaspecificdatetosetoffthetriggerbasedonthedatethatyouspecify.
Figure 116 ActivateTriggerBasedonSpecificDate

126 USINGAUTORESPONDERSANDTRIGGERS First,clickthecalendariconthatdisplays( )andselectthedateonwhichyouwanttobase thistrigger.Next,selectthecontactlist(orlists)towhichthistriggershouldapplyfromthe Assigntriggerlist.

Based on a Link Being Clicked

SelectBasedonalinkbeingclickedtosetoffthetriggerbasedonwhenacontactclicksa linkinanemail.Inthefirstlistthatdisplays,selectthecampaignthatcontainsthelink.The secondlistcontainsthetargetURLsofallthelinksinthecampaignyouselect.Selectthe requiredtargetURL. Note:Whenyouusethisoption,theemailcampaignthatyouselectmustcontainatleast onelink.

Figure 117 ActivateTriggerBasedonLinkBeingClicked

Based on an Email Campaign Being Opened

SelectBasedonanemailcampaignbeingopenedtosetoffthetriggerbasedonwhena contactopensanemail.
Figure 118 ActivateTriggerBasedonEmailBeingOpened

ThelistthatdisplayscontainsalltheemailcampaignscurrentlyconfiguredinInterspire EmailMarketer.Selecttherequiredcampaign.

TheSendingOptionsTab
ThistabdisplaysonlywhenyouselecttheSendanemailcampaignoptionintheGeneral settingstab.
Figure 119 CreateaNewTrigger:SendingOptions

USINGAUTORESPONDERSANDTRIGGERS 127

Table 22 CreateaNewTrigger:SendingOptions

Sendfromthisname

Thisisthenameofthepersonfromwhichthetriggeredemailwillbesent. Thisdisplaysyourusersfullname(specifiedinyouruseraccountsettings; seeCreatingandEditingUserAccountsonpage232).Ifyouwanttousea differentname,enterthenewnameinthisfield. Thisistheemailaddressfromwhichthetriggeredemailwillbesent. Thisdisplaysyouremailaddress(specifiedinyouruseraccountsettings). Ifyouwanttouseadifferentname,enterthenewnameinthisfield. Thisistheemailaddresstowhichacontactsreplyemailwillbesent. Thisdisplaysyouremailaddress(specifiedinyouruseraccountsettings). Ifyouwanttouseadifferentname,enterthenewnameinthisfield.

Sendfromthisemail address Sendreplyemailsto

Sendbouncedemails Entertheaddresstowhichundeliverableemailsaresent. to Myfirstname customfieldis Mylastname customfieldis Sendyouremailas multipart Ifyouuseacustomfieldtodefinearecipientsfirstname,selectithere. Ifyouuseasinglefieldtodefinearecipientsname,selectitinthisfield. Ifyouuseacustomfieldtodefinearecipientslastname,selectithere. Ifyouuseasinglefieldtodefinearecipientsname,leavethisfieldblank. SelectthistosendbothHTMLandtextelementsofamultipartemail campaigntorecipients.Thisallowsarecipientsemailclienttochoosethe correctdisplaymethod. Note:Usethisoptionifyouareunsure.Also,usethisoptionifyoudont provideyourrecipientswiththeabilitytochooseHTMLortext emails. Trackopenratesfor htmlemails Tracklinksclickedin thisemail SelectthistohaveInterspireEmailMarketertracktheproportionofHTML emailsopenedbytheirrecipients. SelectthistohaveInterspireEmailMarketertracktheproportionoflinks inthisemailcampaignthatareclickedbytherecipient. YoucanviewtheresultsofclickedlinksintheStatistics>Email campaignstatistics. SelectthistoembedtheimagesyousendinHTMLemails,ratherthan linkingtothem.Thisallowsrecipientstoviewtheemailcampaignoffline, butcanincreasetheemailsizesignificantly. ClickthistosaveyourchangesinthisscreenandreturntotheView triggersscreen. ClickthistoreturntotheViewtriggersscreenwithoutsavingyour changes.

Embedimagesas attachments Save Cancel

128 USINGAUTORESPONDERSANDTRIGGERS

129

UsingCustomFields
ThischapterdiscusseshowtousetheCustomFieldsmenuinthenavigationbar.
Figure 120 TheCustomFieldsMenu

CustomFieldsOverview
Customfieldsareplaceholdervariablesthatyoucanusetoincludecontactspecific(or contactlistspecific)informationinyouremails. Thesevariablescanbeusedtorepresentthreetypesofinformation: InformationstoredinInterspireEmailMarketeraboutyouandyourcompany,andthose ofotherusers.Thistypeofinformationisspecifictoeachcontactlist.SeeUsingContact Listsonpage37formoreinformationonthefields,andInsertingCustomFieldsonpage 185forinformationoninsertingthefieldsintoyouremails. LinkstofunctionsofInterspireEmailMarketer.Theseincludelinksthatallowusersto confirmthattheywanttoreceiveemails,tostopreceivingemails,toseeaversionofthe emailstoredontheInternet,ortoseeanarchiveofallemailssenttotherelevantlist. SeeInsertingCustomFieldsonpage185forinformationoninsertingthefieldsintoyour emails. InformationstoredinInterspireEmailMarketeraboutacontact(name,emailaddress, country,andsoon).Beforeyoucanusecontactspecificinformation,youmustfirst includeitinyourcontactlist.Thismeansdefiningthecustomfields(iftheydonot alreadyexistinInterspireEmailMarketer)andthenassociatingthemwithacontactlist. Ifyouwanttopopulateyourcontactlistusingawebsiteform(whichyourcontactsfill in),youalsoneedtoincludethefieldinyourform. Note:Ifyouintendtouseacustomfieldinyouremails,andpopulateyourcontactlistusing awebsiteform,itisstronglyrecommendedthatyoumakethecustomfield mandatoryintheform.Thiswillavoidleavinggapsinthetextofemailsyou subsequentlysendout. UsetheCustomfieldsmenuinthenavigationbartoviewanddefinecustomfieldsfor contactspecificinformation.

130 USINGCUSTOMFIELDS

ViewingandManagingCustomFields
Toviewanexistingcustomfieldsyoualreadycreated,clickCustomfieldsinthenavigation bar,thenclickViewcustomfields.Thisscreenallowsyoutoviewandmanageallthe customfieldsconfiguredinInterspireEmailMarketer. Youcancreate,editanddeletecustomfieldsinthisscreen.
Figure 121 ViewingCustomFields

Table 23 ViewingCustomFields

Createacustomfield Deleteselected

Clickthistodefineanewcustomfield.SeeCreatingandEditingCustom Fieldsonpage130forinformationonthescreensthatdisplay. Selectaboxbelongingtooneormorefields,thenclickthisbuttonto deletetheselectedfields. SelectaboxbelongingtoafieldbeforeclickingtheDeleteselected button. Selecttheboxatthetopofthecolumntoselectallfields.

Customfield Created Type Mandatory Action

Thisdisplaysthenameofthecustomfield. Thisdisplaysthedateonwhichyoucreatedthecustomfield. Thisdisplaysthetypeofcustomfield.SeeCreatingandEditingCustom Fieldsonpage130forinformationonthetypesofcustomfieldsavailable. ThisdisplaysYesifacontactmustcompletethisfieldtobeaddedtothe contactlist. ClickEdittomodifyacustomfield.SeeCreatingandEditingCustom Fieldsonpage130forinformationonthescreensthatdisplay. ClickDeletetoremoveacustomfieldfromInterspireEmailMarketer. Thefieldcannotberetrieved.

CreatingandEditingCustomFields
Takethefollowingstepstocreateacustomfield: 1 ClickCustomfieldsinthenavigationbar,thenclickCreatecustomfield.

USINGCUSTOMFIELDS 131
Figure 122 CreateaCustomField:TypeandName

2 SelecttheCustomfieldtype: SelectTextfieldtocreateafieldintowhichtheusermayenterasinglelineoftext. SelectMultilinetextfieldtocreateafieldintowhichtheusermayentermultiple linesoftext. SelectNumbersonlytocreateafieldintowhichtheusermayenternumeralsonly. SelectPicklisttocreateadropdownlistboxfromwhichtheusermayselectan option. SelectCheckboxestocreateoneormorecheckboxesfromwhichtheusermay selectmultipleoptions. SelectRadiobuttonstocreateoneormoreradiobuttonsfromwhichtheusermay selectasingleoption. SelectDatefieldtocreateafieldfromwhichtheusermayselectadate.Youcan limittheyearsavailableforselection. 3 EnterthenameforthefieldintheCustomfieldnamefield. 4 IfyouwantInterspireEmailMarketertoallowuserstojoinacontactlistonlyoncethey havecompletedthisfield,selecttheIsthisfieldrequired?checkbox. 5 ClickNext.ThefieldsthatdisplayinthenextscreendependupontheCustomfield typeyouselected: IfyouselectedTextfield,seeConfiguringaTextFieldonpage132. IfyouselectedMultilinetextfield,seeConfiguringaMultilineTextFieldonpage 133. IfyouselectedNumbersonly,seeConfiguringaNumbersOnlyFieldonpage133. IfyouselectedPicklist,seeConfiguringaPickListonpage134. IfyouselectedCheckboxes,seeConfiguringCheckboxesonpage135. IfyouselectedRadiobuttons,seeConfiguringRadioButtonsonpage136. IfyouselectedDatefield,seeConfiguringaDateFieldonpage137. 6 Whenyouhavecompletedthefieldsinthisscreen,clickNext.

132 USINGCUSTOMFIELDS
Figure 123 CreateaCustomField:SelectContactList

7 Selectthecontactlist(orlists)inwhichyouwanttousethiscustomfield. 8 ClickSavetofinishconfiguringyourcustomfield.TheViewcustomfieldsscreen displays(seeViewingandManagingCustomFieldsonpage130).

ConfiguringaTextField
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectTextfield intheCreateaCustomField:TypeandNamescreen(seeCreatingandEditingCustom Fieldsonpage130).
Figure 124 ConfiguringaTextField

Table 24 ConfiguringaTextField

Defaultvalue

Enterthevaluethatdisplaysbydefaultinthefieldyouareconfiguring. Note:Ifacontactfailstoenterinformationinthisfield,thisvaluedisplays inthecontactscontactlistentry.

Fieldlength

Enterthelengthofthefieldasyouwantittodisplayonyourwebsite.

USINGCUSTOMFIELDS 133
Table 24 ConfiguringaTextField

Maximumlength Minimumlength Next Cancel

Enterthemaximumnumberofcharactersacontactmayenterinthis field. Entertheminimumnumberofcharactersacontactmayenterinthisfield. Clickthistosaveyourchangesinthisscreenandproceedwithconfiguring yourcustomfield.Seestep6onpage131. ClickthistoreturntotheViewcustomfieldsscreen.SeeViewingand ManagingCustomFieldsonpage130.

ConfiguringaMultilineTextField
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectMultiline textfieldintheCreateaCustomField:TypeandNamescreen(seeCreatingandEditing CustomFieldsonpage130).
Figure 125 ConfiguringaMultilineTextField

Table 25 ConfiguringaMultilineTextField

Defaultvalue

Enterthevaluethatdisplaysbydefaultinthefieldyouareconfiguring. Note:Ifacontactfailstoenterinformationinthisfield,thisvaluedisplays inthecontactscontactlistentry.

Numberofrows Numberofcolumns Next Cancel

Enterthenumberofrowsyouwantthetextfieldtohave. Enterthenumberofcolumnsyouwantthetextfieldtohave. Clickthistosaveyourchangesinthisscreenandproceedwithconfiguring yourcustomfield.Seestep6onpage131. ClickthistoreturntotheViewcustomfieldsscreen.SeeViewingand ManagingCustomFieldsonpage130.

ConfiguringaNumbersOnlyField
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectNumbers onlyfieldintheCreateaCustomField:TypeandNamescreen(seeCreatingandEditing CustomFieldsonpage130).

134 USINGCUSTOMFIELDS
Figure 126 ConfiguringaNumbersOnlyField

Table 26 ConfiguringaNumbersOnlyField

Defaultvalue

Enterthevaluethatdisplaysbydefaultinthefieldyouareconfiguring. Note:Ifacontactfailstoenterinformationinthisfield,thisvaluedisplays inthecontactscontactlistentry.

Fieldlength Maximumlength Minimumlength Next Cancel

Enterthelengthofthefieldasyouwantittodisplayonyourwebsite. Enterthemaximumnumberofcharactersacontactmayenterinthis field. Entertheminimumnumberofcharactersacontactmayenterinthisfield. Clickthistosaveyourchangesinthisscreenandproceedwithconfiguring yourcustomfield.Seestep6onpage131. ClickthistoreturntotheViewcustomfieldsscreen.SeeViewingand ManagingCustomFieldsonpage130.

ConfiguringaPickList
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectPickListin theCreateaCustomField:TypeandNamescreen(seeCreatingandEditingCustomFields onpage130).

USINGCUSTOMFIELDS 135
Figure 127 ConfiguringaPickList

Table 27 ConfiguringaPickList

Instructionaltext Listofvalues Sortvalues alphabetically Next Cancel

Enterthetextthatdisplaystotelltheuserhowtoconfigurethefield. Enteralltheoptionstheusermaypickfromthelist. ClickthistoarrangetheoptionsfromAtoZ. Clickthistosaveyourchangesinthisscreenandproceedwithconfiguring yourcustomfield.Seestep6onpage131. ClickthistoreturntotheViewcustomfieldsscreen.SeeViewingand ManagingCustomFieldsonpage130.

ConfiguringCheckboxes
Thissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselect CheckboxesintheCreateaCustomField:TypeandNamescreen(seeCreatingand EditingCustomFieldsonpage130).

136 USINGCUSTOMFIELDS
Figure 128 ConfiguringCheckboxes

Table 28 ConfiguringCheckboxes

Listofvalues Sortvalues alphabetically Next Cancel

Enteralltheoptionstheusermayselect.Eachoptionhasacheckbox. ClickthistoarrangetheoptionsfromAtoZ. Clickthistosaveyourchangesinthisscreenandproceedwithconfiguring yourcustomfield.Seestep6onpage131. ClickthistoreturntotheViewcustomfieldsscreen.SeeViewingand ManagingCustomFieldsonpage130.

ConfiguringRadioButtons
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectRadio ButtonsintheCreateaCustomField:TypeandNamescreen(seeCreatingandEditing CustomFieldsonpage130).

USINGCUSTOMFIELDS 137
Figure 129 ConfiguringRadioButtons

Table 29 ConfiguringRadioButtons

Listofvalues Sortvalues alphabetically Next Cancel

Enteralltheoptionstheusermayselect(theusermayselectonlyone option).Eachoptionhasaradiobutton. ClickthistoarrangetheoptionsfromAtoZ. Clickthistosaveyourchangesinthisscreenandproceedwithconfiguring yourcustomfield.Seestep6onpage131. ClickthistoreturntotheViewcustomfieldsscreen.SeeViewingand ManagingCustomFieldsonpage130.

ConfiguringaDateField
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectDateField intheCreateaCustomField:TypeandNamescreen(seeCreatingandEditingCustom Fieldsonpage130).

138 USINGCUSTOMFIELDS
Figure 130 ConfiguringaDateField

Table 30 ConfiguringaDateField

Defaultvalue Displayorder(first/ second/third) Startyear Endyear Next Cancel

Enterthedate(orothertext)thatdisplaysbeforetheuserselects anything.Youmayleavethisblankifyoudonotwantanythingtodisplay. Selecttheorderinwhichyouwanttheday,monthandyeartodisplay. Entertheearliestyeartheusermayselect. Enterthelatestyeartheusermayselect. Clickthistosaveyourchangesinthisscreenandproceedwithconfiguring yourcustomfield.Seestep6onpage131. ClickthistoreturntotheViewcustomfieldsscreen.SeeViewingand ManagingCustomFieldsonpage130.

139

UsingStatistics
ThischapterdiscusseshowtousetheStatisticsmenuinthenavigationbar.
Figure 131 TheStatisticsMenu

StatisticsOverview
UsethestatisticsscreenstoviewgeneralanddetailedinformationaboutInterspireEmail Marketersvarioussubjects,suchasemailcampaigns,splittests,autoresponders,triggers, contactlistsanduseraccounts.Eachscreenprovidesyouwithavarietyofstatistical information. SeeViewingEmailCampaignStatisticsonpage140forinformationonviewingstatistics abouttheemailcampaignsyouhavesentouttoyourcontacts. SeeViewingSplitTestStatisticsonpage142forinformationonviewingstatisticsabout thesplittestsyouhaveperformed. SeeViewingAutoresponderStatisticsonpage144forinformationonviewingstatistics abouttheautoresponderyousendouttocontactsatpredefinedintervals. SeeViewingTriggerStatisticsonpage147forinformationonviewingstatisticsabout theemailsthatInterspireEmailMarketerhassenttocontactsinresponsetotrigger events. SeeViewingContactListStatisticsonpage149forinformationonviewingstatistics aboutthebehaviorofthecontactsinyourcontactlists. SeeViewingUserAccountStatisticsonpage152forinformationonviewingstatistics abouttheusersofInterspireEmailMarketer(includingyourself).

140 USINGSTATISTICS SeeManagingStatisticsonpage153forinformationonperformingavarietyoftasksin theStatisticsscreens,suchasexportingstatistics,printingstatistics,andusingthe detailedstatisticsscreens.

ViewingEmailCampaignStatistics
Toviewstatisticsaboutemailcampaigns,clickStatisticsinthenavigationbar,thenclick Emailcampaignstatistics. Note:Thisscreendisplaysinformationaboutonlythecampaignsyouhavealreadysentout. Thisscreenshowsanoverviewofyouremailcampaigns,andsomebasicstatisticsabout each.Youcan: Viewacampaignsdetailedstatistics.Theseincludestatisticsaboutthenumberof openedemails,links,bouncedemails,unsubscribedcontacts,andforwardedemails. ExportacampaignsstatisticstoaCSV(CommaSeparatedValue)file. Printacampaignsstatistics. DeleteacampaignsstatisticsfromInterspireEmailMarketer.Thestatisticscannotbe retrieved.
Figure 132 ViewingEmailCampaignStatistics

Table 31 ViewingEmailCampaignStatistics

Chooseanaction

Selectoneormoreemailcampaigns,selectanoptionfromthelistand clickGotoperformtheselectedaction. Selectaboxbelongingtoanemailcampaignbeforechoosinganoption fromtheChooseanactionlist. Selecttheboxatthetopofthecolumntoselectallcampaigns.

Emailcampaign name Listname Datestarted Datefinished Recipients

Thisdisplaysthenameoftheemailcampaign. Thisdisplaysthenameofthelistwithwhichthisemailcampaignis associated. Thisdisplaysthedateandtimeatwhichthecampaignstartedsending. Thisdisplaysthedateandtimeatwhichthecampaigncompleted sending. Thisdisplaysthenumberofcontactstowhomtheemailcampaignwas sent.

USINGSTATISTICS 141
Table 31 ViewingEmailCampaignStatistics

Unsubscribes Bounces Action

Thisdisplaysthenumberofcontactswhosubsequentlyunsubscribed fromthecontactlistusingthelinkintheemail. Thisdisplaysthenumberofemailssentinthiscampaignwhichcouldnot bedelivered. ClickViewtoseedetailedstatisticsaboutthecampaign.SeeViewing DetailedEmailCampaignStatisticsonpage141. ClickExporttosaveacampaignsstatisticsasaCSV(Comma SeparatedValue)file.SeeExportingStatisticsonpage153. ClickPrinttoselectthecampaignsstatisticsyouwanttoprint,viewa previewoftheprinteddocument,andsendtheprintjobtoyour printer.SeePrintingStatisticsonpage154. ClickDeletetoremoveacampaignsstatisticsfromInterspireEmail Marketer.Thestatisticscannotberetrieved.

ViewingDetailedEmailCampaignStatistics
Toviewdetailedstatisticsaboutanemailcampaign,clickStatisticsinthenavigationbar, thenclickEmailcampaignstatistics.ClickacampaignsViewlink. Note:SeeUsingtheDetailedStatisticsScreensonpage156forfurtherinformationon thesescreens. TheDetailedemailcampaignstatisticsscreendisplaysattheStatisticssnapshottab.
Figure 133 DetailedEmailCampaignStatistics

Thefollowingtabledescribesthetabsinthisscreen.
Table 32 DetailedEmailCampaignStatistics

Statisticssnapshot

Usethistabtoseegeneralinformationabouttheemailcampaign,aswell asthenumberofopened,unopenedandbouncedemails.Youcanalsosee thepercentageofemailsthatwereopened,andtheclickthrough percentage. Usethistabtoseeinformationaboutthenumberandpercentageof emailsinthiscampaignthatwereopenedbytheirrecipients.Youcanalso seethedateonwhichanemailwasopenedbyanindividualrecipient,and whetheritwasopenedasHTMLorplaintext.

Openstatistics

142 USINGSTATISTICS
Table 32 DetailedEmailCampaignStatistics

Linkstatistics

Usethistabtoseeinformationaboutthenumberandpercentageoflinks inthisemailcampaignthatwereclickedbytheirrecipients,aswellasthe averagenumberofclicksperemail,andthemostpopularlinkinthis campaign.Youcanalsoseewhichindividualrecipientsclickedalink,and atwhatdateandtime. Usethistabtoseeinformationaboutthenumberandpercentageof undeliverableemailsinthiscampaign,aswellasthenumberofhard bouncesandsoftbounces.Youcanalsoseethetypeofbounce(hardor soft)foreachbouncedemail,theexactreasonthattheemailwasnot delivered,andthedateandtimeatwhichthebounceoccurred. Note:Hardbouncesareemailsthatwerenotdeliveredbecauseofa permanentreason(forinstance,theemailaccountdoesnotexist), whereassoftbouncesareemailsthatwerenotdeliveredfora temporaryreason(forinstance,therecipientsinboxwasfull).

Bouncestatistics

Unsubscribestatistics Usethistabtoseeinformationaboutthenumberofcontactswhohave unsubscribedusingalinkinthisemailcampaign.Youcanalsoseethe emailaddressofeachcontact,thedateandtimeatwhichthecontact unsubscribed,andthemonthwiththegreatestnumberofcontacts unsubscribing. Forwardingstatistics Usethistabtoseeinformationaboutthenumberofcontactswhohave forwardedthisemailcampaigntotheirfriends.

ViewingSplitTestStatistics
Toviewstatisticsaboutthesplittestsyouhaveperformed,includingthewinnerofeach test,clickStatisticsinthenavigationbar,thenclickSplitteststatistics. Note:Thisscreendisplaysinformationaboutbothmanualandautomaticsplittests. Thisscreenshowsanoverviewofyoursplittests,andthewinnerofeach(ifthetesthas finishedsending,andtrackinginformationhasbeenreturned).Youcan: Viewasplittestsdetailedstatistics.Theseincludeinformationaboutthewinningemail campaign(basedonthecriteriayouselected),thenumberofopenedemails,links clicked,bouncedemails,andunsubscribedcontacts. ExportasplittestsstatisticstoaCSV(CommaSeparatedValue)file. Printasplittestsstatistics. DeleteasplittestsstatisticsfromInterspireEmailMarketer.Thestatisticscannotbe retrieved.
Figure 134 ViewingSplitTestStatistics

USINGSTATISTICS 143

Table 33 ViewingSplitTestStatistics

Chooseanaction

Selectoneormoresplittestscheckboxes,selectanoptionfromthelist andclickGotoperformtheselectedaction. Selectaboxbelongingtoasplittestbeforechoosinganoptionfromthe Chooseanactionlist. Selecttheboxatthetopofthecolumntoselectallsplittests.

Splittestname Splittesttype

Thisdisplaysthenameofthesplittest. Thisdisplaysthetypeoftest: SplittestdisplaysifyouselectedFindawinningemailandshowme theresultswhenyoucreatedthetest.Thecampaignsaresenttothe wholecontactlistinequalproportion,andthewinnerisdisplayedto you. BestperformingdisplaysifyouselectedFindawinningemailthen sendittomylistautomaticallywhenyoucreatedthetest.The campaignsaresenttoasmallpartofyourcontactlist,andthewinner isautomaticallysenttotherestofthelist. Thisdisplaysthenameofthecontactlist,contactlists,orcontactlist segmentstowhichthistestwassent. Thisdisplaysthenameofeachemailcampaignthatispartofthissplit test. Thisdisplaysthenameofthewinningemailcampaign(basedonthe criterionyouselectedwhenyousetupthetest). Ifnotrackinginformationhasbeenreceived,orallcampaignsare performingequally,Nonedisplays. Ifthetesthasnotyetfinishedsending,Stillsendingdisplays. Note:Placethemousepointeroverthewinnersnametoseemore information.

Sentto Emailssent Winner

Finishedsending Action

Thisdisplaysthedateandtimeatwhichthesplittestcompletedsending thetestemails. ClickViewtoseedetailedstatisticsaboutthesplittest.SeeViewing DetailedSplitTestStatisticsonpage143. ClickExporttosaveasplittestsstatisticsasaCSV(Comma SeparatedValue)file.SeeExportingStatisticsonpage153. ClickPrinttoselectthesplittestsstatisticsyouwanttoprint,viewa previewoftheprinteddocument,andsendtheprintjobtoyour printer.SeePrintingStatisticsonpage154. ClickDeletetoremoveasplittestsstatisticsfromInterspireEmail Marketer.Thestatisticscannotberetrieved.

ViewingDetailedSplitTestStatistics
Toviewdetailedstatisticsaboutasplittest,clickStatisticsinthenavigationbar,thenclick Splitteststatistics.ClickatestsViewlink. Note:SeeUsingtheDetailedStatisticsScreensonpage156forfurtherinformationon thesescreens. TheDetailedsplitteststatisticsscreendisplaysattheStatisticssnapshottab.

144 USINGSTATISTICS
Figure 135 DetailedSplitTestStatistics

Thefollowingtabledescribesthetabsinthisscreen.
Table 34 DetailedSplitTestStatistics

Statisticssnapshot

Usethistabtoseegeneralinformationaboutthesplittest,includingthe bestperformingemailcampaign,aswellas: Thenumberofopenedemailsofeachtype. Thenumberofclicksineachemail(theclickthroughrate). Thenumberofbouncedemailsofeachtype. Thenumberofcontactsunsubscribingfromeachemail. Usethistabtoseeinformationaboutthenumberandpercentageof uniqueemailopensforeachemailcampaigninthistest. Usethistabtoseeinformationaboutthenumberandpercentageoflinks inemailsofeachtypeinthistestthatwereclickedbytheirrecipients. Usethistabtoseeinformationaboutthenumberandpercentageof undeliverableemailsofeachtypeinthistest.

Openstatistics Linkstatistics Bouncestatistics

Unsubscribestatistics Usethistabtoseeinformationaboutthenumberofcontactswhohave unsubscribedusingalinkinemailsofeachtypeinthistest.

ViewingAutoresponderStatistics
Toviewstatisticsaboutautoresponders,clickStatisticsinthenavigationbar,thenclick Autoresponderstatistics. Thisscreenshowsanoverviewofyourautoresponders,andsomebasicstatisticsabout each.Youcan:

USINGSTATISTICS 145 Viewanautorespondersdetailedstatistics.Theseincludestatisticsaboutthenumber ofautoresponderssentoutandopened,links,bouncedautoresponders,unsubscribed contacts,andforwardedautoresponders. Printanautorespondersstatistics. DeleteanautorespondersstatisticsfromInterspireEmailMarketer.Thestatistics cannotberetrieved.

Figure 136 ViewingAutoresponderStatistics

Table 35 ViewingAutoresponderStatistics

Chooseanaction

Selectoneormoreautoresponders,selectanoptionfromthelistandclick Gotoperformtheselectedaction. Selectaboxbelongingtoanautoresponderbeforechoosinganoption fromtheChooseanactionlist. Selecttheboxatthetopofthecolumntoselectallautoresponders.

Namethis autoresponder Contactlist Sent Recipients Unsubscribes Bounces Action

Thisdisplaysthenameoftheautoresponder. Thisdisplaysthenameofthelistwithwhichthisautoresponderis associated. Thisdisplaysthetimeaftersignupthatthisautoresponderissent. Thisdisplaysthenumberofcontactstowhomtheautoresponderhas beensent. Thisdisplaysthenumberofcontactswhosubsequentlyunsubscribed fromthecontactlistusingthelinkintheautoresponder. Thisdisplaysthenumberofautorespondersofthistypethatcouldnotbe delivered. ClickViewtoseedetailedstatisticsabouttheautoresponder.See ViewingDetailedAutoresponderStatisticsonpage146. ClickPrinttoselecttheautorespondersstatisticsyouwanttoprint, viewapreviewoftheprinteddocument,andsendtheprintjobtoyour printer.SeePrintingStatisticsonpage154. ClickDeletetoremoveanautorespondersstatisticsfromInterspire EmailMarketer.Thestatisticscannotberetrieved.

146 USINGSTATISTICS

ViewingDetailedAutoresponderStatistics
Toviewdetailedstatisticsaboutanautoresponder,clickStatisticsinthenavigationbar, thenclickAutoresponderstatistics.ClickanautorespondersViewlink. Note:SeeUsingtheDetailedStatisticsScreensonpage156forfurtherinformationon thesescreens. TheDetailedautoresponderstatisticsscreendisplaysattheStatisticssnapshottab.
Figure 137 DetailedAutoresponderStatistics

Thefollowingtabledescribesthetabsinthisscreen.
Table 36 DetailedAutoresponderStatistics

Statisticssnapshot

Usethistabtoseegeneralinformationabouttheautoresponder,aswell asthenumberofopened,unopenedandbouncedautoresponders.You canalsoseethepercentageofautorespondersthatwereopened. Usethistabtoseeinformationaboutthenumberandpercentageof autorespondersthatwereopenedbytheirrecipients.Youcanalsoseethe dateonwhichanautoresponderwasopenedbyanindividualrecipient, andwhetheritwasopenedasHTMLorplaintext. Usethistabtoseeinformationaboutthenumberandpercentageoflinks inthisautoresponderthatwereclickedbytheirrecipients,aswellasthe averagenumberofclicksperautoresponder,andthemostpopularlinkin thisautoresponder.Youcanalsoseewhichindividualrecipientsclickeda link,andatwhatdateandtime.

Openstatistics

Linkstatistics

USINGSTATISTICS 147
Table 36 DetailedAutoresponderStatistics

Bouncestatistics

Usethistabtoseeinformationaboutthenumberandpercentageof undeliverableautoresponders,aswellasthenumberofhardbouncesand softbounces.Youcanalsoseethetypeofbounce(hardorsoft)foreach bouncedautoresponder,theexactreasonthattheautoresponderwasnot delivered,andthedateandtimeatwhichthebounceoccurred. Note:Hardbouncesareautorespondersthatwerenotdeliveredbecause ofapermanentreason(forinstance,theemailaccountdoesnot exist),whereassoftbouncesareautorespondersthatwerenot deliveredforatemporaryreason(forinstance,therecipientsinbox wasfull).

Unsubscribestatistics Usethistabtoseeinformationaboutthenumberofcontactswhohave unsubscribedusingalinkinthisautoresponder.Youcanalsoseetheemail addressofeachcontact,thedateandtimeatwhichthecontact unsubscribed,andthemonthwiththegreatestnumberofcontacts unsubscribing. Forwardingstatistics Contactinformation Usethistabtoseeinformationaboutthenumberofcontactswhohave forwardedthisautorespondertotheirfriends. Usethistabtoseeinformationaboutthecontactstowhomthis autoresponderhasbeensent.

ViewingTriggerStatistics
Toviewstatisticsabouttriggers,clickStatisticsinthenavigationbar,thenclickTrigger statistics. Thisscreenshowsanoverviewoftriggersyouhavesetup,andsomebasicstatisticsabout eachone.Youcan: Viewatriggersdetailedstatistics.Theseincludestatisticsaboutthenumberof contactsthathavesetoffthetrigger,thenumberoftimesatriggeredemailhasbeen opened,orbounced,andthenumberoftriggeredemailsthatremainunopened. Printatriggersstatistics. DeleteatriggersstatisticsfromInterspireEmailMarketer.Thestatisticscannotbe retrieved.

148 USINGSTATISTICS
Figure 138 ViewingTriggerStatistics

Table 37 ViewingTriggerStatistics

Chooseanaction

Selectoneormoretriggers,selectanoptionfromthelistandclickGoto performtheselectedaction. Selectaboxbelongingtoatriggerbeforechoosinganoptionfromthe Chooseanactionlist. Selecttheboxatthetopofthecolumntoselectalltriggers.

Name Triggeredby

Thisdisplaysthenameofthetrigger. Thisdisplaysinformationaboutthetypeofeventthatsetsoffthetrigger. PredefineddatedisplaysifyouselectedBasedonaspecificdate whenyoucreatedtheeventtrigger. CustomfielddisplaysifyouselectedBasedonacontact'sdatefield whenyoucreatedtheeventtrigger. LinkclickeddisplaysifyouselectedBasedonalinkbeingclicked whenyoucreatedtheeventtrigger. EmailcampaignopeneddisplaysifyouselectedBasedonaemail campaignbeingopenedwhenyoucreatedtheeventtrigger. Thisdisplaysinformationaboutwhentherelevantactionoccurs. ImmediatelyafterdisplaysifyouselectedOnorOnthedatewhen youcreatedtheeventtrigger. [X]hoursbeforedisplaysifyouselectedBefore[X]hourswhenyou createdtheeventtrigger. Note:Evenifyouselected[X]daysor[X]weekswhenyoucreatedthe eventtrigger,therelevantnumberofhoursdisplays. N/Adisplaysifyouselectedanoptionotherthanthoseabovewhen youcreatedtheeventtrigger.

When

Action

ClickViewtoseedetailedstatisticsaboutthetrigger.SeeViewing DetailedTriggerStatisticsonpage148. ClickPrinttoselectthetriggerstatisticsyouwanttoprint,viewa previewoftheprinteddocument,andsendtheprintjobtoyour printer.SeePrintingStatisticsonpage154. ClickDeletetoremoveatriggersstatisticsfromInterspireEmail Marketer.Thestatisticscannotberetrieved.

ViewingDetailedTriggerStatistics
Toviewdetailedstatisticsaboutatrigger,clickStatisticsinthenavigationbar,thenclick Triggerstatistics.ClickatriggersViewlink. Note:SeeUsingtheDetailedStatisticsScreensonpage156forfurtherinformationon thesescreens.

USINGSTATISTICS 149 TheDetailedtriggerstatisticsscreendisplaysattheStatisticssnapshottab.

Figure 139 DetailedTriggerStatistics

Thefollowingtabledescribesthetabsinthisscreen.
Table 38 DetailedTriggerStatistics

Statisticssnapshot Openstatistics Linkstatistics Bouncestatistics

Usethistabtoseegeneralinformationaboutthetrigger,aswellasthe numberofopened,unopenedandbouncedtriggeremails. Usethistabtoseeinformationaboutthenumberandpercentageof opensfortriggeremails. Usethistabtoseeinformationaboutthenumberandpercentageoflinks intriggeremailsthatwereclickedbytheirrecipients. Usethistabtoseeinformationaboutthenumberandpercentageof triggeredemailsthatweresentbutcouldnotbedelivered.

Unsubscribestatistics Usethistabtoseeinformationaboutthenumberofcontactswhohave unsubscribedusingalinktriggeremails. Forwardingstatistics Contactinformation Failedsend Usethistabtoseeinformationaboutthenumberofcontactswhohave forwardedtriggeredemailstotheirfriends. Usethistabtoseeinformationaboutthecontactstowhomthistriggered emailhasbeensent. Usethistabtoseeinformationaboutthenumberandpercentageof triggeredemailsthatcouldnotbesent.

ViewingContactListStatistics
Toviewstatisticsaboutcontactlists,clickStatisticsinthenavigationbar,thenclick Contactliststatistics. Thisscreenshowsanoverviewofyourcontactlists,andsomebasicstatisticsabouteach. Youcan:

150 USINGSTATISTICS Viewancontactlistsdetailedstatistics.Theseincludestatisticsaboutthedomainsto whichyourcontactsinthislistbelong,thenumberofemailssenttothislistthatare opened,thenumberoflinksinemailstothislistthatareclicked,thenumberofemails tothislistthathavebounced,thenumberofcontactswhohaveunsubscribedfromthe list,andthenumberofemailsforwardedbythislistscontacts. Printancontactlistsstatistics.

Figure 140 ViewingContactListStatistics

Table 39 ViewingContactListStatistics

Contactlist Created Contacts Unsubscribes Action

Thisdisplaysthenameofthecontactlist. Thisdisplaysthedateonwhichthiscontactlistwassetup. Thisdisplaysthenumberofcontactsinthislist. Thisdisplaysthenumberofcontactswhohaveunsubscribedfromthis contactlist. ClickViewtoseedetailedstatisticsaboutthecontactlist.SeeViewing DetailedContactListStatisticsonpage150. ClickPrinttoselectthecontactlistsstatisticsyouwanttoprint,viewa previewoftheprinteddocument,andsendtheprintjobtoyour printer.SeePrintingStatisticsonpage154.

ViewingDetailedContactListStatistics
Toviewdetailedstatisticsaboutacontactlist,clickStatisticsinthenavigationbar,then clickContactliststatistics.ClickacontactlistsViewlink. Note:SeeUsingtheDetailedStatisticsScreensonpage156forfurtherinformationon thesescreens. TheDetailedcontactliststatisticsscreendisplaysattheContactssnapshottab.

USINGSTATISTICS 151
Figure 141 DetailedContactListStatistics

Thefollowingtabledescribesthetabsinthisscreen.
Table 40 DetailedContactListStatistics

Contactssnapshot

Usethistabtoseegeneralinformationaboutthecontactsbelongingto thiscontactlist.Thisincludesasummaryofthecontactsinthelistwhoare unconfirmed,confirmed,haveunsubscribed,havehademailsbounced, andhaveforwardedemails.Theinformationisarrangedbymonth.

Top10domainname Usethistabtoseeinformationaboutthedomainstowhichyour confirmedcontacts confirmedcontactsemailaddressesbelong.Thisinformationisranked accordingtothenumberofemailaddressesbelongingtoadomain.You canalsoseeinformationaboutthenumberofcontactswhoare confirmed,unconfirmed,haveunsubscribed,havehademailsbounced, andhaveforwardedemails,rankedbydomain. Openstatistics Usethistabtoseeinformationaboutthenumberandpercentageof emailsthatwereopenedbymembersofthiscontactlist.Youcanalsosee thedateonwhichanemailwasopenedbyanindividualrecipient,and whetheritwasopenedasHTMLorplaintext. Usethistabtoseeinformationaboutthenumberandpercentageoflinks inemailsthatwereclickedbytheirmembersofthiscontactlist,aswellas theaveragenumberofclicksperemail,andthemostpopularlinkoverall. Youcanalsoseewhichindividualrecipientsclickedalink,andatwhat dateandtime.

Linkstatistics

152 USINGSTATISTICS
Table 40 DetailedContactListStatistics

Bouncestatistics

Usethistabtoseeinformationaboutthenumberandpercentageof undeliverableemailssenttothiscontactlist,aswellasthenumberofhard bouncesandsoftbounces.Youcanalsoseethetypeofbounce(hardor soft)foreachbouncedemail,theexactreasonthattheemailwasnot delivered,andthedateandtimeatwhichthebounceoccurred. Note:Hardbouncesareemailsthatwerenotdeliveredbecauseofa permanentreason(forinstance,theemailaccountdoesnotexist), whereassoftbouncesareemailsthatwerenotdeliveredfora temporaryreason(forinstance,therecipientsinboxwasfull).

Unsubscribestatistics Usethistabtoseeinformationaboutthenumberofcontactswhohave unsubscribedfromthislist.Youcanalsoseetheemailaddressofeach contact,thedateandtimeatwhichthecontactunsubscribed,andthe monthwiththegreatestnumberofcontactsunsubscribing. Forwardingstatistics Usethistabtoseeinformationaboutthenumberofcontactsinthislist whohaveforwardedemailstotheirfriends.

ViewingUserAccountStatistics
ToviewstatisticsaboutInterspireEmailMarketersuseraccounts,clickStatisticsinthe navigationbar,thenclickUseraccountstatistics. Note:ConfigureuseraccountsintheUseraccountscreens;seeConfiguringUserAccounts onpage231. Thisscreenshowsanoverviewofyourcontactlists,andsomebasicstatisticsabouteach. YoucanViewanuseraccountsdetailedstatistics.
Figure 142 ViewingUserAccountStatistics

Table 41 ViewingUserAccountStatistics

Username Fullname Activitystatus

ThisdisplaystheusersInterspireEmailMarketerusername. Thisdisplaystheusersfullname. ThisdisplaysActiveiftheusermaylogintoInterspireEmailMarketerand sendemails. ThisdisplaysInactiveiftheuserexistsinthesystem,butmaynotloginor sendemails. Thisdisplaystheusersprivilegelevel.SeeConfiguringUserPermissions onpage236formoreinformation. ClickViewtoseedetailedstatisticsabouttheuser.SeeViewingDetailed UserAccountStatisticsonpage153.

Usertype Action

USINGSTATISTICS 153

ViewingDetailedUserAccountStatistics
Toviewdetailedstatisticsaboutauseraccount,clickStatisticsinthenavigationbar,then clickContactliststatistics.ClickacontactlistsViewlink. Note:SeeUsingtheDetailedStatisticsScreensonpage156forfurtherinformationon thesescreens. TheDetailedcontactliststatisticsscreendisplaysattheContactssnapshottab.
Figure 143 DetailedUserAccountStatistics

Thefollowingtabledescribesthetabsinthisscreen.
Table 42 DetailedUserAccountStatistics

Useraccount statistics(snapshot)

Usethistabtoseestatisticsabouttheuserscreationdateandlastlogin date,thenumberofemailcampaigns,autorespondersandcontactlists theuserhascreated,andthenumberofopenedandbouncedemailsthe userhassentout. Usethistabtoviewthenumberofemailstheuserhassentinagiven period.

Emailssent

ManagingStatistics
ThissectiondescribeshowtoexportstatisticalinformationtoaCSV(CommaSeparated Values)file,printstatistics,andusetheDetailedstatisticsscreens. ForinformationonExportingStatistics,seepage153. ForinformationonPrintingStatistics,seepage154. ForinformationonUsingtheDetailedStatisticsScreens,seepage156.

ExportingStatistics
TakethefollowingstepstoexportstatisticstoaCSVfile:

154 USINGSTATISTICS 1 ClickStatisticsinthenavigationbar,thenclicktheoptionyouwanttoexport.Inthe screenthatdisplays,clickanentrysExportlink.Alternatively,selectmultipleentrys checkboxesandselectExportfromtheChooseanactionmenu. 2 Thepagereloads.Aninformationbardisplays. Note:ThisexampleshowstheinformationbarforEmailcampaignstatistics.

Figure 144 ExportingStatistics

3 IfyouwanttoseetheCSVfileinyourbrowser,clicktheClickherelink. Ifyouwanttosavethefiletoyourcomputer,rightclickthelinkandselectSavelink as....Adialogboxdisplays.UsethedialogboxtosavetheexportedCSVfile.

PrintingStatistics
Takethefollowingstepstoprintoutstatistics: Note:IfyouhaveaPDFgenerationapplication(suchasAdobeAcrobat)youcanalsocreate aPDFfile. 1 ClickStatisticsinthenavigationbar,thenclicktheoptionyouwanttoprint.Inthe screenthatdisplays,clickanentrysPrintlink.Alternatively,selectmultipleentrys checkboxesandselectPrintfromtheChooseanactionmenu.ThePrintStatistics screendisplays. Note:ThisexampleusesthescreensforEmailcampaignstatistics.Thescreensforother typesofstatisticsaresimilar.
Figure 145 PrintingStatistics

2 Selectthetypesofstatisticsyouwanttoincludeintheprintedoutput.

USINGSTATISTICS 155 3 ClickPreviewtoseehowtheprintedoutputwilllook.Thepreviewopensinanew browserwindow.

Figure 146 PrintingStatistics:Preview

4 Closethepreviewwindow.InthePrintStatisticsscreen,clickPrint.Aprintdialogbox opens.
Figure 147 PrintingStatistics:PrintDialog

Selecttheprinteryouwanttouse.ClickPropertiestoconfiguretheprintjobfurther.

156 USINGSTATISTICS Note:IfyouwanttomakeaPDFfileandhaveaPDFgenerationapplication(suchasAdobe Distiller),selecttheapplicationfromtheNamemenu. 5 ClickOKtosendtheprintjobtotheprinter.

UsingtheDetailedStatisticsScreens
WhenyouclickaViewlinkinoneofthestatisticsscreens,aDetailedstatisticsscreen displays.Thisscreencontainsmultipletabs,eachofwhichdisplaysadifferentsubsetof informationaboutthesubject(seethesectiononeachscreenforinformationoneachtab). Eachdetailedstatisticsscreensharesmanyfeatures: Usethelistattheleftofeachscreentoseedetailedstatisticalinformationaboutthe relevantsubject.
Figure 148 DetailedStatistics:DetailedList

EachDetailedstatisticsscreenopensattheSnapshottab.Inmostinstances,this screencontainsacircularpiechart(thosethatdonotcontainapiechartcontaina timeline).

Figure 149 DetailedStatistics:PieChart

Todisplayinformationaboutasegmentofthechart,placethemousepointeroverthe segment,oraniteminthekeyontheleft. Tomakeasegmentmorevisiblebydetachingitfromtherestofthechart,clickthe segmentorthecorrespondingiteminthekey. Screensthatdonotcontainapiechartcontainatimeline.

USINGSTATISTICS 157
Figure 150 DetailedStatistics:Timeline

Thisdisplaysthenumberofinstancesonthey(up)axis,andthetimeonthex(across) axis. Notethatthetimelinerunsfromrighttoleft;themostrecentinformationisontheleft, nexttotheyaxis. ControlthetimelinebydefiningitsDaterange.

Figure 151 DetailedStatistics:DateRange

Selectthetimeperiodyouwanttoviewfromthedropdownlist.IfyouselectCustom, selectthestartandenddatesinthefieldsthatdisplay.
Figure 152 DetailedStatistics:CustomDateRange

Beneaththegraphicalrepresentationoftheinformationinthescreenisalistofallthe relevantrecordsrepresentedinthepiechartortimeline.Usethislisttoseeeach individualrecord.

Figure 153 DetailedStatistics:IndividualRecords

Somescreenscontainalistboxthatallowsyoutorefinethestatisticsinthescreen.For example,youcanseeinformationonalllinksclickedbyrecipients,orselectaspecific linktoseestatistics.Selecttheoptionfromthelist,thenclickGo.

Figure 154 DetailedStatistics:RefineLists

158 USINGSTATISTICS

159

EditingHTMLandText
InterspireEmailMarketerprovidesafullfeaturedWYSIWYG(WhatYouSeeIsWhatYou Get)HTMLeditor,includinganHTMLcodeeditorandpreviewfunction,aswellasaplain texteditor. Usetheseeditorstocreateandmodifytemplates,emails,autoresponders,andotherHTML andplaintextfeatures. Note:Seetherelevantsectionofthisusersguideforinformationonhowtoreachthe editingscreenforeachtypeofHTMLorplaintextfeature. Youcanalsovalidateyouremail,ensuringthatitdisplayscorrectlyinavarietyofpopular emailclients. SeeUsingtheHTMLEditoronpage159forinformationontheWYSIWYGeditor. SeeUsingtheTextEditoronpage195forinformationontheplaintexteditor. SeeValidatinganEmailonpage197forinformationoncheckinghowyouemaildisplays inpopularemailclients.

UsingtheHTMLEditor
InterspireEmailMarketersbuiltinHTMLeditorisanHTMLdesigntoolthatallowsyouto easilycreateandmodifyyouremails.YoucanusetheWYSIWYGeditingtool,workdirectly withHTMLcode,andpreviewyouremail.

HTMLSourceOptions
InsomeinstancesoftheHTMLeditor,youhaveachoiceofhowtobuildtheHTML document. IfyouwanttousethebuiltinWYSIWYG(WhatYouSeeIsWhatYouGet)editorin thispage,selectCreatecontentusingtheWYSIWYGeditorbelow. IfyouwanttouseanHTMLfileonyourcomputer,selectUploadafilefrommy computer.ClicktheBrowsebuttonthatdisplays.Afileuploadwindowdisplays; locateandselectthefileyouwanttouseandclickOK.ClickUpload.TheHTML editorscreenupdatestoshowthenewfile. IfyouwanttouseafilefromapageontheInternet,selectImportafilefromaweb siteandenterthefullURL(forexample,http://www.examplesite.com/ examplepage.html)inthefieldthatdisplays.ClickImport.TheHTMLeditorscreen updatestoshowthenewfile.

HTMLEditorOverview
TheHTMLeditorisdividedintothreesections.

160 EDITINGHTMLANDTEXT
Figure 155 HTMLEditorOverview

UseDesignToolstocontrolhowtextandimagesdisplay,importmaterial,create hyperlinksandavarietyofothertasks.SeeUsingDesignToolsonpage160formore information. UsetheEditingWindowtocontroltextblocksandimageplacement,andwriteyour emailstextcontent.SeeUsingtheEditingWindowonpage187formoreinformation. UseTagsandTabstoswitchbetweentheEditingWindow,theSourceWindowand thePreviewWindow,andtoshoworhidetheadvancedDesignTools.Youcanalsosee andselecttheHTMLtagsthatrelatetoaselectionintheWYSIWYGeditor.SeeUsing TagsandTabsonpage192formoreinformation.

UsingDesignTools
TheDesignToolsallowyoutoediteveryaspectofyourHTMLdocument. Note:Notallfieldsareavailableforalldocuments. Note:NotallelementsshownheredisplayinSimplemode.Toviewallelements,click Completemodeatthebottomofthescreen.SeeUsingTagsandTabsonpage192.

EDITINGHTMLANDTEXT 161
Figure 156 HTMLDesignTools

Table 43 HTMLDesignTools

Theme

Clickthistochoosethetextcolorschemeforyourdocument. Selectacolortochangeallheadingtexttoamatchingcolor. IfyouchooseNocolor,thedocumentsdefaulttextcolor schemeisused. Ifyouwanttouseacolorthatdoesnotdisplayinthelist,click MoreColors.Anadvancedcolorpickerdisplays.Selectthe coloryouwanttouse,orenteritsRGB(Red,Green,Blue) values,andclickOK. ClickthistoexpandtheHTMLeditortooccupythefull browserwindow.Wheninfullscreenmode,clickthisicon againtoreturntowindowedmode. Clickthistoundothelastchangeyoumadetothedocument. Clickthistorepeatthelastchangeyoumadetothe document. Clickthistoplacethecontentsoftheclipboardintothe documentattheinsertionpoint. Ifyouwanttopasteanimageorformattedtext,select Paste. Ifyouwanttopastetext,whileremovingtextformatting, selectPasteasPlainText. IfthecontentsoftheclipboardweretakenfromMicrosoft Word,selectthePastefromMSWordoption.This removesformattingtags.

Fullscreenmode

Undo Redo Paste

162 EDITINGHTMLANDTEXT
Table 43 HTMLDesignTools(continued)

Findandreplace

Clickthistofindandreplacespecifictext.TheFind/Replace windowdisplays.
Figure 157 TheFind/ReplaceWindow

EnterthetermyouwanttofindintheFindwhatfield.If youwanttoreplacethetextwithanotherterm,enteritin theReplacewithfield. Ifyouwantyoursearchtobecasesensitive(forexample, SearchTermisnotthesameassearchterm),select Matchcase. Ifyouwanttosearchforcompletewordsonly(soasearch forseadoesnotreturnamatchforsearch),select Matchwholewordonly. ClickFindNexttosearchforthetermyouenteredinthe Findwhatfield. ClickReplacetoreplacethehighlightedtextwiththeterm youenteredintheReplacewithfield. ClickReplaceAlltofindeveryinstanceofthesearchterm youenteredintheFindwhatfield,andreplacethemwith thetermyouenteredintheReplacewithfield. ClickClosetoclosetheFind/Replacewindow.

EDITINGHTMLANDTEXT 163
Table 43 HTMLDesignTools(continued)

Checkspelling

Clickthistocheckthespellingofthetextinyourdocument. Ifyouselecttextbeforeclickingthisicon,onlytheselected textischecked. Ifyoudonotselectanytextbeforeclickingthisicon,allthe textinthedocumentischecked. InterspireEmailMarketerchecksthetext.Anywordsthat appeartobespelledincorrectlyarehighlighted.Clicka highlightedwordtoseesomesuggestions.

Figure 158 CheckSpelling

Clickasuggestiontoreplacethemisspelledwordwiththe suggestedword. ClickIgnoretomoveontothenextword,orclickIgnore Alltofinishthespellcheck. Ifyouwanttoallowahighlightedwordinfuturespell checks,clickAddtoDictionary. Bold Underline Italic Insertorderedlist Clickthistoboldtheselectedtextor,ifthetextisalready bolded,toremovebolding. Clickthistounderlinetheselectedtextor,ifthetextisalready underlined,toremovetheline. Clickthistoitalicisetheselectedtextor,ifthetextisalready italic,toremovetheitalics. Clickthistoinsertanumberedlist.Ifyouselectparagraphs alreadyinthedocumentandclickthis,thetextisconvertedto anumberedlist. Clickthistoinsertabulletedlist.Ifyouselectparagraphs alreadyinthedocumentandclickthis,thetextisconvertedto abulletedlist. Selecttextinthedocumentandthenclickthistoalignthetext totheleftsideofitstextbox. Selecttextinthedocumentandthenclickthistoalignthetext tothecenterofitstextbox. Selecttextinthedocumentandthenclickthistoalignthetext totherightsideofitstextbox. Selecttextinthedocumentandthenclickthistoalignthetext toboththeleftandrightsidesofitstextbox. ClickthistoseeonlinehelpfortheHTMLeditorfromthe InterspireEmailMarketerknowledgebase.

Insertunorderedlist

Alignleft Aligncenter Alignright Justify Help

164 EDITINGHTMLANDTEXT
Table 43 HTMLDesignTools(continued)

Removetext formatting Increaseindent Decreaseindent Subscript Superscript Insertlink

Selecttextandclickthistoreturnthetexttoitsdefaultstate. Selecttextandclickthistoincreasethespacebetweenthe textandtheleftsideofitstextbox. Selecttextandclickthistodecreasethespacebetweenthe textandtheleftsideofitstextbox. Selecttextandclickthistoreducethetextinsizeanddropit belowtheregularlevel. Selecttextandclickthistoreducethetextinsizeandraiseit abovetheregularlevel. Selecttext,thenclickthistoturnthetextintoahyperlink.The Linkscreendisplays. SeeCreatingandEditingHyperlinksonpage165formore information. Selecttext,thenclickthistoturnthetextintoalinkthata recipientcanclicktosendanemailtotheaddressthatyou specify. SeeCreatingandEditingEmailLinksonpage169formore information.

Createemaillink

Insert/modifyanchor Clickthistoinsertananchorattheinsertionpoint. Selectanexistinganchorandclickthistoedittheanchors name. Awindowdisplays.EnterthenewAnchorNameandclickOK. Insertormodifyan image ClickthistouploadanimagetotheInterspireEmailMarketer serverandinsertitattheinsertionpoint. Selectanexistingimagetoedititsproperties. SeeInsertingandEditingImagesonpage170formore information. Clickthistoseeamenuthatallowsyoutocreateandmodify HTMLtables. SeeCreatingandEditingTablesonpage173formore information. Clickthistoseeamenuthatallowsyoutocreateandmodify HTMLforms. SeeInsertingandEditingFormsonpage177formore information. ClickthistoseeandeditbasicinformationabouttheHTML page.SeeModifyingPagePropertiesonpage185formore information. Clickthistoinsertacustomfield.Customfieldsusevariables toincludeinformationdefinedelsewhere.Mostofthese variablesaredifferentforeachsubscriber(contactsemail address,forexample). Youcanalsodefinevariablesthatarespecifictoeachcontact list. SeeInsertingCustomFieldsonpage185formoreinformation. Selectthefontfamilythatyouwanttousefortheselected text.Ifnotextisselected,thechangeaffectstheentire paragraph. Selectthefontsizethatyouwanttousefortheselectedtext. Ifnotextisselected,thechangeaffectstheentireparagraph.

Tablefunctions

Formfunctions

Modifypage properties Insertacustomfield

Fontname

Fontsize

EDITINGHTMLANDTEXT 165
Table 43 HTMLDesignTools(continued)

Format

Selecttheheadingstylethatyouwanttousefortheselected text.Ifnotextisselected,thechangeaffectstheentire paragraph. Selecttextandclickthistoassignthecolorthatdisplaystothe text. Toviewacolorpicker,clickthetriangulariconnexttothe button.Clickacolortoassignthecolortothetext. Ifyouwanttouseacolorthatdoesnotdisplayinthelist,click MoreColors.Anadvancedcolorpickerdisplays.Selectthe coloryouwanttouse,enteritsRGB(Red,Green,Blue)values, orenteritshexvalue,andclickOK. Selectthisandclickthistohighlightthetext.Highlightingtext addsacoloredbackgroundtothetext. Toviewacolorpicker,clickthetriangulariconnexttothe button.Clickacolortoassignthecolortothetext background. Ifyouwanttouseacolorthatdoesnotdisplayinthelist,click MoreColors.Anadvancedcolorpickerdisplays.Selectthe coloryouwanttouse,enteritsRGB(Red,Green,Blue)values, orenteritshexvalue,andclickOK. Clickthistoaddahorizontallineattheinsertionpoint.Ifthe insertionpointisinaparagraph,theparagraphissplitinto two. Clickthistoinsertanonstandardcharacter.Selectthe characterthatyouwanttoinsertinthewindowthatdisplays. Clickthistoseeelementborders.Clickitagaintohide elementborders.

Fontcolor

Highlight

Inserthorizontalline

Insertcharacter Showborders

CreatingandEditingHyperlinks
UsetheLinkscreentocreateandedithyperlinksthatallowrecipientsofyouremailtoclick throughtowebpagesontheInternetorfilesstoredontheInterspireEmailMarketerserver. Note:ThefiletowhichyouarelinkingmustbeavailableontheInternet.Ifyouarelinkingto afilethatisnotalreadyavailableontheInternet,youcanmakeitavailableby uploadingittotheInterspireEmailMarketerserver.SeeUploadingFilesandImages totheInterspireEmailMarketerServeronpage167. Note:Forinformationonlinksthatallowarecipienttosendanemail,seeCreatingand EditingEmailLinksonpage169. ToaccesstheLinkscreen,clicktheInsertLink( HTMLEditoronpage159). )iconintheHTMLeditor(seeUsingthe

166 EDITINGHTMLANDTEXT
Figure 159 TheLinkScreen

IfyouwanttolinktoanexistingwebpageontheInternet,enterthefullURLintheLink Locationfield. SeeCreatingPredefinedLinksonpage167forinformationoncreatinglinksrelatedto commonInterspireEmailMarketerfeatures(unsubscribingfromthecontactlist,for instance). SeeSpecifyingWindowTypeonpage167forinformationonspecifyingthetypeof windowinwhichthelinkopens. SeeUploadingFilesandImagestotheInterspireEmailMarketerServeronpage167for informationonhostinglinkedfilesontheInterspireEmailMarketerserversotheycan beaccessedbyyouremailsrecipients. Thefollowingtabledescribesthelabelsnotdiscussedintheabovementionedsections.
Table 44 TheLinkScreen:CommonFields

Anchor

Ifthedocumentcontainsnamedanchors,selectthedestinationanchor fromthelist.Whenarecipientclicksthelink,theemaildisplayswiththe anchorslocationatthetopofthescreen. Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethelink displayusingtheselectedstyle. Onceyouhavesetupyourhyperlink,clickthistoplacethelinkinyour emaildocument. Ifyouareeditingahyperlink,clickthistoremovethelink.Theplaintext remainsinyouremaildocument. ClickthistoclosetheLinkscreenwithoutsavinganychanges.

Style Insertlink Removelink Cancel

EDITINGHTMLANDTEXT 167
Creating Pre-defined Links

Alternatively,useoneofthePredefinedLinkstoallowtherecipienttotakeactionrelated toInterspireEmailMarketer.
Table 45 TheLinkScreen:PredefinedLinks

LinktoContactList Archives

Usethislinktoallowausertoseealltheemailsthathavebeensenttothis contactlistinthepast. Thisoptionusesthe%%mailinglistarchive%%variable.

WebVersionofEmail UsethislinktoallowausertoviewtheHTMLversionofthisemail,stored ontheInterspireEmailMarketerserver,intheirdefaultwebbrowser. Thisoptionusesthe%%webversion%%variable. UnsubscribeLink Usethislinktoallowuserstoremovetheiremailaddressesfromthe contactlist. Thisoptionusesthe%%unsubscribelink%%variable.

Specifying Window Type

Ifyouwanttospecifythetypeofwindowinwhichthelinkopens,selectanoptioninthe TargetWindowfield.TheHTMLcodedisplaysinthefieldtotheleft.
Table 46 TheLinkScreen:TargetWindowOptions

None Sameframe

NoHTML _self

Selectthisifyoudonotwanttospecifythetypeofwindowin whichthelinkopens. Selectthistohavethelinkopeninthesamewindowasthe originalemail.Iftheoriginalemailusesframes,thenewfile opensinthesameframeasthelink. Selectthistohavethelinkopeninthewholepageofthe originalemail.Iftheoriginalemailusesframes,thenewfile removestheframes. Selectthistohavethelinkopeninanewbrowserwindow. Selectthistohavethelinkopenintheparentframeset.Use thisoptionwhentheoriginalemailusesmultipleframesets.

Wholepage

_top

Newwindow Parentframe

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UploadingFilesandImagestotheInterspireEmailMarketerServer
IfyouwanttolinktoorembedafilethatisnotalreadyavailableontheInternet(suchasan imageoranotherHTMLfileonyourcomputer),usethefilelistontheleftoftheLinksor Imagesscreen.Whenyouuploadafilefromyourcomputertothislistitisautomatically hostedontheInterspireEmailMarketerserver,andcanbeaccessedovertheInternet. UsetheLinksscreentouploadfilesyouwantarecipienttoaccessviaahyperlink.See CreatingandEditingHyperlinksonpage165.

168 EDITINGHTMLANDTEXT UsetheImagesscreentouploadimagesyouwanttoembedinyouremaildocument. SeeInsertingandEditingImagesonpage170.

Table 47 LinkandImagesScreens:UploadingFilesandImages

UploadFile

Enterthefilepathofthefileonyourcomputerthatyou wanttouploadtotheInterspireEmailMarketerserver. Alternatively,usetheBrowsebuttontolocatethefile. Clickthistolocateafileyouwanttouploadtothe InterspireEmailMarketerserver. AFileUploadwindowdisplays.Locatethefileandclick Open.Then,clickGotouploadthefile. Onceyouhaveselectedafiletoupload(thefilepath displaysintheUploadFilefield)clickthistouploadthe file. Clickthistoseetwomorefieldswhereyoucanupload morefiles.ClickeachfieldsBrowsebuttontoselectthe fileyouwanttoupload. Note:TheUploadmorefilesbuttondisplaysintheLinks screen,andtheUploadmoreimagesbutton displaysintheImagesscreen.

Browse

Go

Uploadmorefiles Uploadmoreimages

Newfolder

Clickthistocreateanewfolderforuploadedfilesonthe InterspireEmailMarketerserver.Thecurrentdirectory pathdisplaysabovethelist. Awindowdisplaysinwhichyoucannamethenewfolder. EnterthenewnameandclickOK.

Renameselectedfile/ Selectafileorfolderandclickthistorenamethefileor folder folder. Note:Clickafoldersicontoselectit. Awindowdisplaysinwhichyoucanrenamethefolder. EnterthenewnameandclickOK. Deleteselectedfile/ folder Selectafileorfolderandclickthistoremovethefileor folder. Note:Ifyoudeleteafolder,allfilesandsubfolderswithin thefolderarealsodeleted. Previewselectedfile Selectafileandclickthistoseeapreviewofthefile.A newwindowopens,displayingthefile.Closethewindow toreturntotheLinkscreen. Note:ThisicondisplaysonlyintheLinkscreen. Downloadselected file Selectafileandclickthistodownloadthefiletoyour computer. Note:ThisicondisplaysonlyintheLinkscreen.

EDITINGHTMLANDTEXT 169
Table 47 LinkandImagesScreens:UploadingFilesandImages

Togglethumbnails

Clickthistoshoworhideimagethumbnails. Note:ThisicondisplaysonlyintheImagesscreen.

Setimageas background

Selectanimageandclickthistousetheimageasthe backgroundforyourdocument.Iftheimageisnotthe samesizeasthedocument,itisrepeated(tiled). Note:ThisicondisplaysonlyintheImagesscreen.

CreatingandEditingEmailLinks
UsetheEmailLinkscreentocreateandeditlinksthatrecipientscanclicktosendanemail totheaddressthatyouspecify.EmaillinksusetheHTMLmailtocommand.Takethe followingstepstocreateoreditanemaillink: 1 Tocreateanewemaillinkinyourdocument,selecttextintheHTMLeditor(seeUsing theHTMLEditoronpage159)andclicktheCreateemaillinkbutton( ). Toeditanexistingemaillink,selectthelinkinthedocumentandclicktheCreate emaillinkbutton. TheEmailLinkscreendisplays.
Figure 160 TheEmailLinkScreen

2 EntertheEmailAddresstowhichyouwanttheemailtobesent. 3 Ifyouwanttospecifytheemailsubject(forexample,ResponsetoNewsletter#15), enterthesubjectlineintheSubjectfield. 4 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethelinkdisplay usingtheselectedstyle. 5 ClickInsertLinktoplacetheemaillinkinyourdocument. Alternatively,clickRemoveLinktoreturntheselectedtextinyourdocumenttoits defaultstate. ClickCanceltoclosetheEmailLinkscreenwithoutsavinganychanges. TheemaillinkdisplaysintheHTMLeditor.

170 EDITINGHTMLANDTEXT

InsertingandEditingImages
UsetheImagesscreentoinsertoreditanimageinyourdocument. Toinsertanimage,accesstheHTMLeditor(seeUsingtheHTMLEditoronpage159). Placetheinsertionpointwhereyouwanttheimagetoappear,thenclicktheInsertor modifyanimagebutton( ). Toeditanimage,accesstheHTMLeditor.Selecttheimageyouwanttoedit,thenclick theInsertormodifyanimagebutton. Youcanalsoresize,draganddropimagesintheeditingwindow.SeeUsingtheEditing Windowonpage187. Note:InterspireEmailMarketerallowsyoutousethefollowingimagetypesinyour document:bitmap(.bmp),graphicsinterchangeformat(.gif),JPEG(.jpg),portable networkgraphics(.png),taggedimagefileformat(.tifor.tiff).
Figure 161 TheImagesScreen

ImagesinyourdocumentsmustbeuploadedtotheInterspireEmailMarketerserver,or availableelsewhereontheInternet.Usethefieldsontheleftsideofthisscreentoupload imagestotheInterspireEmailMarketerserver,andconfiguretheserversfilestructure.See UploadingFilesandImagestotheInterspireEmailMarketerServeronpage167for informationonthesefields. Thefollowingtablediscussesthefieldsontherightsideofthisscreen.

Table 48 TheImagesScreen

Externalimage

IftheimageyouwanttoinsertisavailableontheInternet,butnotonthe InterspireEmailMarketerserver,enterthefullURLhere(http:// www.examplesite.com/exampleimage.jpg,forinstance). EnteranimagesURLintheExternalimagefieldandclickthistodisplay theimageintheimagefieldbelow.

Load

EDITINGHTMLANDTEXT 171
Table 48 TheImagesScreen(continued)

Viewpreviewinnew window( )

ThisicondisplaysonceyouhaveselectedanimagefromtheInterspire EmailMarketerserver,orenteredaURLintheExternalimagefieldand clickedLoad. Clickthisicontoopenanewbrowserwindow,displayingtheselected imageatfullsize. Enterthetextthatdisplaysiftheimageisunavailable(forexample,ifthe serverisofflineortherecipientsemailclientblocksimages). Note:NotallemailclientssupportAlttext.

Alttext

Border

Specifythewidthoftheborderaroundtheimage.Enter0 ifyoudonot wantaborderaroundtheimage. Note:Tochangethebordercolor,inserttheimageandthenusetheFont colortool( )toselectthenewbordercolor.

Width

Specifythewidthoftheimageinpixels. Note:Thisfieldisconfiguredautomaticallywhenyouselectorloadan image;youdonotneedtochangeitifyoudonotwanttoresizethe image.

Height

Specifytheheightoftheimageinpixels. Note:Thisfieldisconfiguredautomaticallywhenyouselectorloadan image;youdonotneedtochangeitifyoudonotwanttoresizethe image.

Horizspace Vertspace

Entertheamountofemptyspacetoleftandrightoftheimageinpixels. Entertheamountofemptyspaceaboveandbelowtheimageinpixels.

172 EDITINGHTMLANDTEXT
Table 48 TheImagesScreen(continued)

Align

Selectwheretheimageshoulddisplayinrelationtotheparagraphoftext inwhichitisplaced.BearinmindthatnotallHTMLviewersdisplay alignedimagesinexactlythesameway. Baseline:thisalignstheimagewiththebaselineofthetext.

IM AG E IM AG E IM AG E IM AG E IM AG E IM AG E
IM AG E

The quick brown fox jumps over the lazy dog.

Top:alignstheimagewiththetopofthetallestpossiblelettersintheline oftext(eveniftherearenotallletters).
IM AG E IM AG E

war games

Middle:inmostbrowsers,thisalignsthebaselineofthelineoftextwith themiddleoftheimage.

The quick brown fox jumps over the lazy dog.

However,insomebrowsersthisalignsthemiddleofthetextwiththe middleoftheimage(likeABSmiddle).

The quick brown fox jumps over the lazy dog.

Bottom:thisbehavesthesameasBaseline.

The quick brown fox jumps over the lazy dog.

Insomeolderbrowsers,bottomreferredtotheabsolutebottomofthe text(includingletterswithtails,suchasgandy). TextTop:thisisverysimilartoTop.Thisalignstheimagewiththetallest actuallettersinthelineoftext.

war games

ABSmiddle:thisalignsthemiddleofthetextwiththemiddleofthe image.

The quick brown fox jumps over the lazy dog.

ABSbottom:thisalignsthebottomoftheimagewiththeabsolute bottomofthetext,includingletterswithtails,suchasgandy.

The quick brown fox jumps over the lazy dog.

Left:thisplacestheimageattheleftmargin.Textflowsaroundthe image.
The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog.

Right:thisplacestheimageattherightmargin.Textflowsaroundthe image.
The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog.
IM AG E

EDITINGHTMLANDTEXT 173
Table 48 TheImagesScreen(continued)

Style Title

Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethe imagedisplayusingtheselectedstyle. Enteratitlefortheimage.InmostHTMLviewers,thisdisplayswhenthe recipientplacesthemousepointerovertheimage.However,notallemail clientssupportthis. Note:Ifyouwantnothingtodisplaywhentherecipientplacesthemouse pointerovertheimage,leavethisblank.

Resetproperties

Clickthistoreturntheimagepropertiestotheirdefaultvalues. TheimagesWidthandHeightreturntotheirfullsizevalues. Anyinformationinthefollowingfieldsisdeleted:Alttext,Border,Horiz space,Vertspace,Align,StyleandTitle. ClickthistoopentheimageinanewwindowandedititusingtheSnipshot onlineimageeditingtool. Atthetimeofwriting,thistoolallowsyouto: Resizetheimage. Croptheimage. Enhancetheimage. Adjusttheimagesaspectratio,tilt(horizontalangle),exposure, contrast,saturation,hueandsharpness. Rotatetheimage. Turnacolorimagetogreyscale. Seewww.snipshot.comformoreinformation. Note:Thisfielddisplaysonlywhenyouareinsertinganewimage.

Editimage

Insertimage

Clickthistoplacetheimageintoyourdocumentattheinsertionpoint. Note:Thisfielddisplaysonlywhenyouareinsertinganewimage.

Modifyimage

ClickthistosaveyourchangestotheimageandreturntotheHTML editor. Note:Thisfielddisplaysonlywhenyouareeditinganexistingimagein yourdocument.

Cancel

ClickthistoclosethiswindowandreturntotheHTMLeditorwithout savingyourchanges.

CreatingandEditingTables
InHTML,tablesallowyoutoarrangeinformationinhorizontalrowsandverticalcolumns. Toinsertatable,accesstheHTMLeditor(seeUsingtheHTMLEditoronpage159). Placetheinsertionpointwhereyouwantthetabletoappear,thenclicktheTable functionsbutton( )andselectInserttable.TheInserttablescreendisplays(see InsertingaTableonpage173). Toeditatable,accesstheHTMLeditor.Selectthetableyouwanttoedit,thenclickthe TableFunctionsbutton. Youcanalsoresizetables,andaddrowsandcolumns,intheeditingwindow.SeeUsing theEditingWindowonpage187.
Inserting a Table

Takethefollowingstepstoinsertatableinadocument:

174 EDITINGHTMLANDTEXT 1 IntheHTMLeditor,clicktheTablefunctionsbutton( Inserttablewindowdisplays.

Figure 162 InsertTable

)andselectInserttable.The

2 EnterthenumberofhorizontalRowsandverticalColumnsyouwantyourtableto have. 3 EnterthenumberofCellPaddingpixelsyouwanttogiveyourtable.Cellpadding insertsspacebetweentheedgesofeachtablecellandthetextinsidethecell. 4 EnterthenumberofCellSpacingpixelsyouwanttogiveyourtable.Cellspacing insertsspacebetweenthecellsinyourtable. 5 DefinetheWidthofyourtable.Youcandefinethetablewidthinpixelsbyenteringan integer(forexample,150),orasapercentageoftherecipientsbrowserwindowby enteringapercentage(forexample,75%). 6 DefinetheHeightofyourtable,ifrequired.AswiththeWidth,enteranintegerto definethetableheightinpixels,orenterapercentagevaluetodefinethetableheight asapercentageoftherecipientsbrowserwindow.Ifyouleavethisvalueblank,the tablesdefaultheightisequaltothetextheight,pluscellpaddingandspacingforeach row,multipliedbythenumberofrows. 7 IfyouwanttodefineaBackgroundcolorforthetable,clickthecolorpickericon( ). Alternatively,enteracolorshexvalue(#ffffff,forinstance). 8 IfyouwantyourtabletohaveaBorder,specifyitswidth.Ifyouwantatablewithno borders,enter0inthisfield. Note:TheborderdoesnotdisplayintheEditscreen;clickthePreviewtab(seeUsingTags andTabsonpage192)toseethetableasitwilldisplayintherecipientsemailclient. 9 IntheAlignlist,selecthowyouwantthetabletobedisplayedinitscontainer. SelectLefttohavethetabledisplayatthelefthandmargin. SelectRighttohavethetabledisplayattherighthandmargin. SelectCentertohavethetabledisplayinthemiddleofthecontainer. 10 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethetabledisplay usingtheselectedstyle. 11 ClickOK.YourtabledisplaysintheHTMLeditor.

EDITINGHTMLANDTEXT 175 Alternatively,clickCanceltoclosetheInserttablescreenwithoutmakingany changes.

Modifying Table Properties

Takethefollowingstepstochangethepropertiesofanexistingtableinadocument: 1 IntheHTMLeditor,clickinsidethetableyouwanttomodify. 2 ClicktheTablefunctionsbutton( )andselectModifytableproperties.TheModify tablepropertiesscreendisplays.

Figure 163 ModifyingTableProperties

3 Makethechangestothetablesproperties.Thefieldsthatdisplayarethesameas thoseintheInserttablescree.SeeInsertingaTableonpage173forinformationon howtomodifythefields. 4 ClickOK.ThechangestoyourtabledisplayintheHTMLeditor. Alternatively,clickCanceltoclosetheModifytablepropertiesscreenwithoutmaking anychanges.

Modifying Cell Properties

Takethefollowingstepstochangethepropertiesofacellinanexistingtableina document: 1 IntheHTMLeditor,clickinsidethecellyouwanttomodify. Note:InterspireEmailMarketersupportsthemodificationofonecellatatime. 2 ClicktheTablefunctionsbutton( cellpropertiesscreendisplays. )andselectModifycellproperties.TheModify

176 EDITINGHTMLANDTEXT
Figure 164 ModifyingCellProperties

3 IfyouwanttodefineaBackgroundcolorforthecell,clickthecolorpickericon( ). Alternatively,enteracolorshexvalue(#ffffff,forinstance). 4 EntertheCellwidthandCellheight,ifrequired.TheCellwidthfieldaffectsallcellsin thesamecolumnastheselectedcell,andtheCellheightfieldaffectsallcellsinthe samerowastheselectedcell. 5 IntheHorizontalAlignlist,selecthowyouwanttextorimagestodisplayinthe selectedcell. SelectLefttohavethetextorimagedisplayatthelefthandcellmargin. SelectRighttohavethetextorimagedisplayatthecellsrighthandmargin. SelectCentertohavethetextorimagedisplayinthehorizontalmiddleofthecell. 6 IntheVerticalAlignlist,selecthowyouwanttextorimagestodisplayintheselected cell. SelectNonetohavethetextorimagedisplayinitsdefaultverticallocation. SelectToptohavethetextorimagedisplayattheuppercellmargin. SelectMiddletohavethetextorimagedisplayattheverticalmiddleofthecell. SelectBottomtohavethetextorimagedisplayatthebottomcellmargin. 7 ClickOK.ThechangestoyourcelldisplayintheHTMLeditor. Alternatively,clickCanceltoclosetheModifycellpropertiesscreenwithoutmaking anychanges.
Inserting and Deleting Columns

Takethefollowingstepstoaddacolumntoatableinadocument: 1 IntheHTMLeditor,selectatablecellnexttowhichyouwanttoaddacolumn. 2 ClicktheTablefunctionsbutton( ).SelectInsertcolumntotherightorInsert columntotheleft. ThenewcolumndisplaysintheHTMLeditor. TakethefollowingstepstodeleteacolumnfromatableintheHTMLeditor: 1 IntheHTMLeditor,selectatablecellinthecolumnyouwanttodelete. 2 ClicktheTablefunctionsbutton( ).SelectDeletecolumn. Thecolumnisdeletedfromthetable.

EDITINGHTMLANDTEXT 177
Inserting and Deleting Rows

Takethefollowingstepstoaddarowtoatableinadocument: 1 IntheHTMLeditor,selectatablecellaboveorbelowwhichyouwanttoaddarow. 2 ClicktheTablefunctionsbutton( ).SelectInsertrowaboveorInsertrowbelow. ThenewrowdisplaysintheHTMLeditor. Takethefollowingstepstodeletearowfromatableinadocument: 1 IntheHTMLeditor,selectatablecellintherowyouwanttodelete. 2 ClicktheTablefunctionsbutton( ).SelectDeleterow. Therowisdeletedfromthetable.
Increasing and Decreasing Column Span

Takethefollowingstepstomergeatablecellintothecolumntoitsimmediateright (increasecolumnspan)orsplitatablecellfromacellwithwhichitwaspreviouslycombined (decreasecolumnspan): Note:Acellcanbesplitdowntoasinglecolumnwidth,andnofurther. 1 IntheHTMLeditor,selectatablecellinthecolumnyouwanttomodify. 2 ClicktheTablefunctionsbutton( ). 3 SelectIncreasecolumnspantomergethecellwiththecelltoitsright,orselect Decreasecolumnspantosplitamulticolumncellfromitsrightmostsection. ThecelldisplaysintheHTMLeditoratitsmodifiedwidth.

Increasing and Decreasing Row Span

Takethefollowingstepstomergeatablecellintotherowbeneathit(increaserowspan)or splitatablecellfromacellwithwhichitwaspreviouslycombined(decreasecolumnspan): Note:Acellcanbesplitdowntoasinglerowheight,andnofurther. 1 IntheHTMLeditor,selectatablecellinthecolumnyouwanttomodify. 2 ClicktheTablefunctionsbutton( ). 3 SelectIncreaserowspantomergethecellwiththecellbeneathit,orselectDecrease rowspantosplitamultirowcellfromitslowestsection. ThecelldisplaysintheHTMLeditoratitsmodifiedwidth.

InsertingandEditingForms
HTMLformsallowrecipientsofyouremailtoperformavarietyoftasks.Theycanenter informationinformfields,selectoptionsusingradiobuttons,checkboxesandlistboxes, andclickbuttonstosendorresettheform.Furthermore,hiddenformfieldsinyouremails donotdisplayintherecipientsemailclient,butconveyinformationbacktoyouwhena formissent.

178 EDITINGHTMLANDTEXT Formsreferencescriptsinordertoperformtherequiredaction.Thesescriptsmaybe locatedontheInterspireEmailMarketerserver,oronanotherserverontheInternet. Alternatively,formscanuseanHTMLmailtocommandtoemailtheformcontentstoa specifiedaddress. Whenyouwanttoaddaformtoyourdocument,firstinsertanewformandthenaddthe requiredfieldstotheform. Note:Bearinmindthatpopularemailclientshandleformsdifferently.Someclientsdonot displayforms,whereasothersdonotpermitfullformfunctionality.Analternativeto usingformsinyouremailistolinktoapageonyourwebsitewherearecipientcan performtherequiredtask.
Inserting a Form

Takethefollowingstepstoaddaformtoadocument: 1 IntheHTMLeditor,placetheinsertionpointwhereyouwanttheformtoappear.Click theFormfunctionsbutton( )andselectInsertform.TheInsertformscreen displays.

Figure 165 InsertForm

2 EntertheNameyouwanttogivethisform. Note:Ifthisformreferencesascriptthatspecifiestheformbyname,theNamemustbe identicaltothenameinthescript. 3 IntheActionfield,specifythelocationofthescriptyouwantthisformtoreference, forexample:

http://www.somesite.com/somefolder/examplescript.php

Note:IfyoudonotenterthefullURI,InterspireEmailMarketerautomaticallyappendsits serverinformationtothelocationyouspecify. Alternatively,youcanspecifyanemailaddresstowhichtosendtheformscontent; usethefollowingformat:

mailto:someaccount@somesite.com

4 SelecttheMethodthisformuses. SelectNoneifyoudonotwanttospecifytheformsubmissionmethod.

EDITINGHTMLANDTEXT 179 SelectGetifyouwanttheformcontenttobetransmittedasaURI.Theform contentisaddedtotheURIspecifiedintheActionfield,usingaquestionmark(?) asaseparator.Forexample:

http://www.somesite.com/somefolder/examplescript.php?name=value

SelectPostifyouwanttheformcontenttobetransmittedasamessage(usingan HTTPPOSToperation)totheURIspecifiedintheActionfield.Themessage containstheformcontentinthefollowingformat:

name1=value1&name2=value2&name3=value3

5 ClickOKtoinserttheform,orclickCanceltoclosetheInsertformwindowwithout savinganychanges.SeeInsertingandModifyingFormFieldsonpage179for informationonaddingtheformfieldsyourequire.

Modifying Form Properties

Takethefollowingstepstochangethepropertiesofanexistingforminadocument: 1 IntheHTMLeditor,selecttheformyouwanttomodify.ClicktheFormfunctions button( )andselectModifyformproperties.TheModifyformpropertiesscreen displays. 2 Makeyourchangestotheform.Thefieldsthatdisplayinthisscreenarethesameas thoseintheInsertformscreen;seeInsertingaFormonpage178. 3 ClickOKtomodifytheform,orclickCanceltoclosetheModifyformproperties windowwithoutsavinganychanges.

Inserting and Modifying Form Fields

OnceyouhavecreatedaforminyourHTMLdocument(seeInsertingaFormonpage178) youcaninserttheformfieldsyourequire. ClicktheFormfunctionsbutton( ).Selectoneoftheoptionsfromthelistthatdisplays:

InsertingaTextFieldonpage179 InsertingaTextAreaonpage180 InsertingaHiddenFieldonpage181 InsertingaButtononpage181 InsertingaCheckboxonpage182 InsertingaRadioButtononpage182 InsertingaListBoxonpage183 Note:Tomodifyanexistingformfield,selectthefieldintheHTMLeditor.ClicktheForm functionsbutton( ).Theoptionsthatdisplayarethesameasbefore,except InsertisreplacedwithModifyineachoption.Thescreensthatdisplaywhenyou clicktheoptionsarealsothesame. InsertingaTextField

180 EDITINGHTMLANDTEXT Atextfieldisasimple,onelinefieldinwhichausermayenterdata. 1 ClicktheFormfunctionsbuttonandselectInsertTextField.

Figure 166 InsertTextField

2 EnterthefieldsName.Thisisdisplayednexttotheuserenteredvaluewhentheform contentissent. 3 Ifyouwanttexttodisplayinthefieldbeforetheuserentersanything,enterthetextin theInitialvaluefield. 4 SpecifytheCharacterwidth,ifrequired,andenterthemaximumnumberoftext characterstheusermayenterintheMaximumcharactersfield. 5 Ifyouwantthetextinthisfieldtodisplayasasterisks(*)selectPasswordintheType field.Otherwise,selectText. 6 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethefielddisplay usingtheselectedstyle. 7 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaTextArea Atextareaisatextfieldwithmultiplelines,inwhichausermayenterdata. 1 ClicktheFormfunctionsbuttonandselectInsertTextArea.
Figure 167 InsertTextArea

2 EnterthefieldsName.Thisisdisplayednexttotheuserenteredvaluewhentheform contentisreturned. 3 Ifyouwanttexttodisplayinthefieldbeforetheuserentersanything,enterthetextin theInitialvaluefield. 4 SpecifytheCharacterwidth,ifrequired. 5 Enterthenumberoflinesoftexttodisplay(thetextareasheight)intheLinesfield.

EDITINGHTMLANDTEXT 181 6 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethefielddisplay usingtheselectedstyle. 7 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaHiddenField Ahiddenfieldisaformfieldthatdoesnotdisplayonthescreen,butcontainsdatatobe sentaspartoftheformcontentwhentheformisreturned. 1 ClicktheFormfunctionsbuttonandselectInsertHiddenField.
Figure 168 InsertHiddenField

2 EnterthefieldsName.Thisisdisplayednexttotheinitialvaluewhentheformcontent issent. 3 EnterthefieldvalueintheInitialvaluefield.Sincethisisahiddenfield,thereisno opportunityfortheusertochangethisvalue. 4 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaButton Usebuttonstoallowtheusertosubmit(send)orreset(clear)theforminwhichtheyappear, ortoincludethebuttonsvalueintheformcontent. 1 ClicktheFormfunctionsbuttonandselectInsertButton.
Figure 169 InsertButton

2 EnterthebuttonsName. 3 EnterthetextthatdisplaysonthebuttonintheInitialvaluefield. 4 SelecttheTypeofbuttonyouwanttocreate: SelectButtontocreateadefaultbutton. SelectSubmittocreateabuttonthatsendstheforminthemanneryouspecifiedin theInsertformscreen(seeInsertingaFormonpage178).

182 EDITINGHTMLANDTEXT SelectResettocreateabuttonthatreturnsthefieldsintheformtotheirdefault values(blankordisplayingtheirInitialvalues). 5 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethebuttondisplay usingtheselectedstyle. 6 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaCheckbox Checkboxes( )allowuserstoselectoptionsinaform.Usecheckboxeswhenausermay entermultiplechoicesfromarangeofoptions. Note:Unlikeradiobuttons,whenmultiplecheckboxesinthesameformhavethesame Name,ausermayselectmultiplecheckboxes,ornone.Forthisreasonitisadvisedto usecheckboxeswhenausermayselectall,none,oravarietyofoptions. 1 ClicktheFormfunctionsbuttonandselectInsertCheckbox.
Figure 170 InsertCheckbox

2 EnterthecheckboxsName. 3 EnteranInitialvaluefield.ThisvaluewillbereturnedalongwiththeNamewhenthe formissent. 4 SelecttheInitialStateofthecheckbox: SelectUncheckedtohavethebuttonempty(off)bydefault. SelectCheckedtohavethebuttonselected(on)bydefault. 5 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethecheckbox displayusingtheselectedstyle. 6 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaRadioButton Radiobuttons( )allowuserstoselectoptionsinaform.Useradiobuttonswhenauser mayselectonlyoneofarangeofoptions. WhenmultipleradiobuttonsinaformhavethesameName,onlyonemaybecheckedata time.

EDITINGHTMLANDTEXT 183 Note:Unlikecheckboxes,radiobuttonscannotbeunchecked(deselected)byclickingon themasecondtime.Theonlywaytodeselectaradiobuttonistoselectanotherradio buttonintheformwiththesameName.Forthisreason,itisadvisedtouseradio buttonswhentheusermustselectoneoptionoranother(forexample,Yes,Iwantto receiveupdatesorNo,Idontwanttoreceiveupdates)andtospecifyoneofthe radiobuttonsasselectedbydefault(usetheInitialstatelist). 1 ClicktheFormfunctionsbuttonandselectInsertRadioButton.

Figure 171 InsertRadioButton

2 EntertheradiobuttonsName.Giveallradiobuttonsinthesameoptionslistthesame Name. 3 EnteranInitialvaluefield.ThisvaluewillbereturnedalongwiththeNamewhenthe formisreturned. 4 SelecttheInitialStateoftheradiobutton: SelectUncheckedtohavetheradiobuttonempty(off)bydefault. SelectCheckedtohavetheradiobuttonselected(on)bydefault. 5 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavetheradiobutton displayusingtheselectedstyle. 6 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges. InsertingaListBox Listboxes,alsoknownasselectfields,allowuserstoselectanoptionfromadropdownor staticlist. 1 ClicktheFormfunctionsbuttonandselectInsertSelectField.

184 EDITINGHTMLANDTEXT
Figure 172 InsertListBox

2 EntertheradiobuttonsName. 3 ConfiguretheMaintainoptionsfields.ThesefieldsallowyoutopopulatetheCurrent optionslistandspecifytheValuesthatarereturnedintheform. EntertheTextthatyouwanttodisplayinthelist. EntertheValueforthelistoption.NotethattheValuereturnedandtheText displayedmaybecompletelydifferent,ifrequired. SelectSelectedifyouwantthelistoptiontobeselectedbydefault. ClickAddtoincludetheoptioninthelist. Selectanoptioninthelist,editit,andclickUpdatetosavethechanges. Alternatively,clickAddtokeeptheoptionwithitsoldvaluesandcreateanew optionwiththenewvalues. SelectanoptioninthelistandclickDeletetoremoveitfromthelist. 4 SelecttheTypeoflist: SelectSingleselecttoallowtheusertoselectonlyoneoption. SelectMultipleselecttoallowtheusertoselectmultipleoptions. 5 Entertheheightofthelistbox(intextrows)intheSizefield: Enter0(default)tohavethelistdisplayinasinglerowwithadropdownicon(Single select)orinthesamenumberofrowsaslistoptions(Multipleselect). Enter1(Multipleselectonly)tohavethelistdisplayinasinglerowwithnodrop downicon.Thisisnotrecommended. Enter2orhigher(Multipleselectonly)todisplaythespecifiednumberofrows.The usermaynavigatethelistusingthescrollbarontherightofthelistbox. 6 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethelistdisplay usingtheselectedstyle. 7 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges.

EDITINGHTMLANDTEXT 185

ModifyingPageProperties
Takethefollowingstepstomodifyyourdocumentsbasicsettings,includingbackground andcolorsetup: Note:YoudonoteneedtomodifythePageTitle,Description,orKeywordsinthePage propertieswindow.ThesepropertiesarestandardHTML,butaredesignedforweb pagesandarenotrelevantwhencreatingHTMLemails. 1 IntheHTMLeditor,clickModifypageproperties(
Figure 173 PageProperties

).

2 SpecifyaBackgroundimagebypastingtheimagesURLintothefield.Iftheimageis largerthantheHTMLbrowserwindow,itisrepeated(tiled). Alternatively,specifyaBackgroundcolorbyclickingthecolorpickericon( )or enteringthecolorshexvalue(#ffffff,forinstance). 3 IfyouwanttochangethedefaultTextcolororLinkcolor(thecoloroftextassociated withahyperlink)clicktheappropriatecolorpicker,orenteracolorshexvalueinthe appropriatefield. 4 ClickOKtosaveyourchangesandclosethewindow.Alternatively,clickCancelto closethewindowwithoutsavinganychanges.

InsertingCustomFields
Customfieldsallowyoutoincluderecipientspecificvariablesinyouremailcampaigns, withoutmanuallyconfiguringeachemail.Thisissimilartothemailmergefeatureavailable insomewordprocessing,spreadsheetanddatabaseapplications. Customfieldsusevariablesthatrefertoinformationconfiguredandlistedelsewhere.The informationcontainedinmostvariablesisdifferentforeachsubscriber(contactsemail address,forinstance). Youcanalsodefinevariablesthatarespecifictoeachcontactlist. Customfieldvariablesareidentifiedintheeditorbythepairofpercentagesymbolstoright andleftofthevariablename.Forinstance,ifyoudefineacitycustomfield,thevariable appearsinyourdocumentas%%city%%. Takethefollowingstepstoinsertacustomfieldintoyourdocument: 1 IntheHTMLeditor,placetheinsertionpointwhereyouwantthecustomfieldto display.ClickInsertacustomfield( ).

186 EDITINGHTMLANDTEXT
Figure 174 CustomFields

TheGeneralcustomfieldsthatdisplayarestandardfieldsbuiltintoInterspireEmail Marketer. Generalcustomfieldsrelatingtoyourcompanyarespecifictoeachcontactlist.For example,youcanspecifydifferentcontactphonenumbersfordifferentcontactlists.Define thesefieldsintheContactlists>Createacontactlistscreen,ortheContactlists>View contactlists>Editscreen,foreachcontactlist. Theothercustomfieldsthatdisplayarethoseyoucreatedyourself,andarearrangedbythe contactlistwithwhichtheyareassociated.Clickacontactlistnametoseethefieldswith whichitisassociated.Ifacustomfieldisassociatedwithmorethanonecontactlist,it appearsinbothlists. ThefollowingtabledescribesthebuiltinGeneralcustomfields:
Table 49 GeneralCustomFields

Contactlistname %%listname%% Unsubscribelink Contactsemail address Email confirmationlink Subscribedate Linktoweb versionofthis email Linktocontact listarchive %%unsubscribelink%% %%emailaddress%% %%confirmlink%% %%subscribedate%% %%webversion%%

Thenameofthecontactlisttowhichthe contactbelongs. Ahyperlinkrecipientscanclicktoremove themselvesfromthecontactlist. Theemailaddresstowhichtheemailis sent. Ahyperlinkrecipientscanclicktoconfirm thattheywanttoreceiveyouremails. Thedateonwhichthecontactwasaddedto thecontactlist. Ahyperlinkrecipientscanclicktoseethe HTMLversionoftheemail,storedonthe InterspireEmailMarketerserver.

%%mailinglistarchive%% Ahyperlinkrecipientscanclicktoseethe HTMLversionsofallemailssenttothe contactlisttowhichtheybelong,storedon theInterspireEmailMarketerserver.

EDITINGHTMLANDTEXT 187
Table 49 GeneralCustomFields

Companyname Company address Companyphone number

%%companyname%% %%companyaddress%% %%companyphone%%

Yourcompanysname. Yourcompanysaddress. Yourcompanystelephonenumber.

UsingtheEditingWindow
UsetheeditingwindowintheHTMLeditorto: Addanddeletetextblocks(seepage187). Composeandedittext(seepage187). Manipulateimages(seepage188). Manipulatetextandimagecontainers(seepage189). ComposeandeditHTML(seepage191). Previewyouremail(seepage192).

AddingandDeletingTextBlocks
Whenyouareusingadocumentcontainingtextblocks,youcaneasilyaddanddelete blocksusingthe and iconsthatdisplay. Note:Thisoptionisnotavailableinalldocuments.
Figure 175 TextBlockIcons

Clicktheaddblockicon( selectedblock. Clickthedeleteblockicon(

)toinsertaduplicateoftheselectedblockdirectlyafterthe )toremovetheselectedblockfromthedocument.

Note:WhenthereisonlyoneblockremaininginanHTMLsection(atablecell),thedelete blockicondoesnotdisplay.

ComposingandEditingText
YoucanusetheHTMLeditorsEdittabtocomposeandedittextdirectly,inthesameway asyouwouldwithastandardwordprocessororstandalonewebauthoringtool.

188 EDITINGHTMLANDTEXT Placetheinsertionpointwhereyouwanttocreate,editorpastetext.Usethetextrelated toolsintheDesigntoolssectionoftheeditortocontrolthetextformatting. Youcanalsorightclickovertexttodisplayshortcutstotextrelateddesigntools(seeUsing DesignToolsonpage160).

Figure 176 RightClick(Text)

ManipulatingImages
TheHTMLeditorsEdittaballowsyoutodraganddropimages,andchangetheirsizeand aspectratio. Youcanalsorightclickoveranimagetodisplayshortcutstoimagerelateddesigntools (seeUsingDesignToolsonpage160).
Figure 177 RightClick(Image)

Dragging-and-dropping an Image

Todraganddropanimage,selecttheimageand,holdingtheleftmousebuttondown, dragittothedesiredlocation(thenewlocationmustbewithinanHTMLsectioncapableof containingimages).Thecursorindicatestheexactpositiontowhichtheimagewillmove. Releasetheleftmousebutton.

EDITINGHTMLANDTEXT 189 Note:Thewayinwhichanimagedisplaysiscontrolledbyitsimageproperties.Tochange theproperties,selecttheimageandclicktheInsertormodifyimagebutton( ). SeeInsertingandEditingImagesonpage170forinformationonmodifyingimage properties.

Resizing an Image

Toresizeanimage,selectitandusethehandlesthatdisplaytodragittoitsnewsizeor shape. Usethehandlesatthecornersoftheimagesborders(circledinorange)toresizethe image,preservingitsaspectratio.Usethehandlesatthecenteroftheimagesborders (circledinred)toreshapetheimage,changingitsaspectratio.

Figure 178 ResizingImages

ManipulatingTextandImageContainers
InterspireEmailMarketersHTMLdocumentlayoutsarebasedonHTMLtables.Textand imagesareplacedinsidethetablecells.UsetheHTMLeditorsEdittabtoresizetables,add anddeleterowsandcolumns. Youcanalsorightclickoveratabletodisplayshortcutstotablerelateddesigntools(see UsingDesignToolsonpage160).

190 EDITINGHTMLANDTEXT
Figure 179 RightClick(Table)

Resizing Tables

Toresizeatable,clickanywhereinthetable.Usethehandlesthatdisplaytodragittoits newsizeorshape. Usethehandlesatthecornersofthetablesborders(circledinorange)toalterthe tableswidthandheightsimultaneously. Usethehandlesatthecenteroftheimagesverticalborders(circledinred)toalterthe tableswidth. Usethehandlesatthecenteroftheimageshorizontalborders(circledinblue)toalter thetablesheight.

Figure 180 TableIcons

Whileyouareresizingatable,afielddisplaysshowingthetablescurrentsize(inpixels),and thenumberofpixelsithaschangedineachdimension,inthefollowingformat:
[current width] x [current height] ([horizontal change], [vertical change])

EDITINGHTMLANDTEXT 191 Note:Whenyouresizeatable,itsaspectratioisnotpreserved.

Adding and Deleting Table Rows and Columns

Toaddanddeleterowsandcolumns,selectatablecell.Iconsdisplayatthecellborder.
Figure 181 CellIcons

Clicktheleftarrow( )toaddacolumntotherightoftheselectedcell. Clicktherightarrow( )toaddacolumntotherightoftheselectedcell. Clicktheuparrow( )toaddarowabovetheselectedcell. Clickthedownarrow( )toaddarowbelowtheselectedcell. Clickthedeletecolumn( located. Clickthedeleterow( )icontodeletetheentirecolumninwhichthecellis )icontodeletetheentirerowinwhichthecellislocated.

ComposingandEditingHTML
ToedityourdocumentsHTMLcodemanually,clicktheSourcetabundertheediting window.
Figure 182 EditingHTML

192 EDITINGHTMLANDTEXT ThebuttonsatthetopofthescreenaredescribedinUsingDesignToolsonpage160.

PreviewingYourEmail
Toseehowyouremailwilldisplayintherecipientsemailclient,clickthePreviewtabunder theeditingwindow.
Figure 183 PreviewinganEmail

Note:ToensurethatyouremaildisplayscorrectlyinallpopularHTMLemailclients,itis stronglyadvisedthatyouusetheEmailvalidationfeatureaswellasthePreview screen.SeeValidatinganEmailonpage197.

UsingTagsandTabs
TheTagsandTabssectiondisplaysatthebottomoftheHTMLeditorscreen.

CustomFields
TheTagsandTabssectionofferstwoshortcutbuttonsthatallowyoutoquicklyadd customfieldstoyourdocument.Customfieldsletyouentervariableinformationintoyour emailsthatdiffersforeachcontact(orcontactlist).
Figure 184 CustomFieldButtons

EDITINGHTMLANDTEXT 193 ClickInsertacustomfieldtoopentheCustomfieldswindow.SeeInsertingCustom Fieldsonpage185.Thecustomfieldyouselectisaddedtoyourdocumentatthe insertionpoint. ClickInsertunsubscribelinktoplacethe%%unsubscribelink%%variableatthe insertionpoint.Thiscreatesalinktherecipientcanclicktoberemovedfromthecontact list.

SimpleandCompleteModes
TheHTMLeditorhastwomodes;simpleandcomplete.Incompletemode,youcanuse moredesigntoolstocontroltext,formsandpageproperties.SeeUsingDesignToolson page160. Toswitchbetweensimpleandcompletemode,clickthelinkatthebottomoftheHTML editorscreen.
Figure 185 SimpleandCompleteModeLink

ClickSimplemodetogotosimplemode.Thefollowingdesigntoolsareavailable.
Figure 186 SimpleDesignTools

ClickCompletemodetogotocompletemode.Thefollowingdesigntoolsareavailable.
Figure 187 CompleteDesignTools

UsingHTMLTags
WhenyouclickasectionofyouremaildocumentintheWYSIWYGeditor(clicktheEdittab) avarietyofHTMLtagsdisplaybeneaththeeditwindow.
Figure 188 HTMLTags

Thetagsthatdisplayarethosethataffecttheelementyouselect. Forexample,ifyouselectapieceoftextinatablecellthatispartofatableinthebodyof theHTML,thetagsthatdisplayarethosethatdefinethecell,thetablerow,thetable column,thetableitself,andthebody. Note:Tagsthatdisplaywithastylesheetclassname(forexample,span.myClass)havea styleappliedtothem.

194 EDITINGHTMLANDTEXT UsetheHTMLtagstopreciselyselectHTMLelementsforediting.Thisisparticularlyuseful whentagsarenestedandselectionwiththemouseisdifficultorimpossible. Whenyouselectatag,alltheelementsthetagaffectsarehighlightedintheediting window.RemovetagandEdittaglinksappearintherightofthescreen.

Figure 189 RemoveandEditHTMLTags

Removing a Tag

ClickRemovetagtodeletethetag.Thecorrespondingclosingtagisalsodeleted;for instance,ifyouselect<b>(boldtext)andthenclickRemovetag,thecorresponding</ b>tagisalsodeleted. Note:Whenyoudeleteatag,allothertagsbetweentheopeningandclosingtagarealso deleted.However,textisnotdeleted.

Editing a Tag

ClickEdittagtochangethetagsproperties.Awindowappears,displayingtheopeningand closingtags,andallcodeinbetween.
Figure 190 EditingaTag

Editthecode,andclickOKtosaveyourchangesandclosethewindow.Alternatively,click Canceltoclosethewindowwithoutsavingyourchanges.

UsingTabs
ThetabsatthebottomoftheHTMLeditorallowyoutoswitchquicklybetweenthe WYSIWSGeditor,theHTMLcodeeditor,andtheemailpreviewwindow.
Figure 191 HTMLEditorTabs

ClickEdittogototheWYSIWYGeditor(seeUsingtheEditingWindowonpage187). ClickSourcetogototheHTMLcodeeditor(seeComposingandEditingHTMLonpage 191). ClickPreviewtogototheemailpreviewwindow(seePreviewingYourEmailonpage 192).

EDITINGHTMLANDTEXT 195

UsingtheTextEditor
Thetexteditorcontrolsthetextelementofyourdocument.Thiselementissenttothe recipientinplaintext. IfyourrecipientsemailclientcannotdisplayHTMLemails,thetextelementisallthe recipientssee. IfyouselectedTextinthescreenwhereyoudefineyourdocument,thetextelementis alltherecipientssee,eveniftheiremailclientsarecapableofdisplayingHTMLemails. IfyouselectedHTMLinthescreenwhereyoudefineyourdocument,thetexteditor doesnotdisplay.SelectHTMLandtextorTextinstead. Therearetwobasicwaysofusingplaintextemails. 1 Youcanuseaplaintextemailtosendthefulltextofyouremail.Youcandothis whetherornotyoualsosendanHTMLelement.IfyoualsosendanHTMLelement,the maintextshouldbethesameinbothelementssincearecipientwillseeonlyone element,andnottheother. 2 Whenyouwanttosendmultipartemails(thosewithbothHTMLandplaintext elements)youcanalsousetheplaintextelementtoinformrecipientswhoseemail clientscannotdisplayHTMLemailsofthisfact,andtoredirectthemtothewebbased versionoftheHTMLemail. Note:Mostbuiltintemplatesaremultipart.

CreatingaPlainTextEmail
Takethefollowingstepstobuildaplaintextdocument: 1 Intheeditor,scrolldowntotheTextcontentsection.

196 EDITINGHTMLANDTEXT
Figure 192 CreateaCustomDocument:TextContent

2 Specifyhowyouwanttobuildthetextdocument. Ifyouwanttousethebuiltintexteditor,selectTypetextintothetextboxbelow. Ifyouwanttouseatextfileonyourcomputer,selectUploadafilefrommy computer.ClicktheBrowsebuttonthatdisplays.Afileuploadwindowdisplays; locateandselectthefileyouwanttouseandclickOK.ClickUpload.Thetexteditor screenupdatestoshowthenewfile. IfyouwanttouseafilefromapageontheInternet,selectImportafilefromaweb siteandenterthefullURL(forexample,http://www.examplesite.com/ examplepage.html)inthefieldthatdisplays.ClickImport.Thetexteditorscreen updatestoshowthenewfile. 3 Editthetextmanually: IfyouselectedTypetextintothetextboxbelow,enterthetextyouwanttosend. Alternatively,clickGettextcontentfromeditor(atthebottomofthescreen)to pastethetextfromtheHTMLeditorintotheplaintexteditor. IfyouselectedUploadafilefrommycomputerorImportafilefromawebsite, youmayneedtoeditthetextforformattingsoitdisplayscorrectly. Note:Usetheverticalgreylineinthetexteditorasaguidelineforyouremailsmaximum linewidth.Thelinerepresentsalinewidthofsixtyfivecharacters;longerlinesmaybe wrappedontothenextlinebysomeemailclients,makingthemawkwardtoread. However,ifyouarenotconcernedaboutthisthenyoucanuselineslongerthansixty fivecharacters. 4 Insertcustomfieldstoaddvariableinformationtothetext,suchasyourrecipients emailaddress.YoucanalsoaddlinkstoallowrecipientsviewtheonlineHTMLversion oftheemail,andremovethemselvesfromtheemaillist.

EDITINGHTMLANDTEXT 197 ClickInsertacustomfieldtoopentheCustomfieldswindow.SeeInsertingCustom Fieldsonpage185.Thecustomfieldyouselectisaddedtoyourdocumentatthe insertionpoint. ClickInsertunsubscribelinktoplacethe%%unsubscribelink%%variableatthe insertionpoint.Thiscreatesalinktherecipientcanclicktoberemovedfromthe contactlist.

ValidatinganEmail
Likewebbrowsers,popularemailclientsdisplayHTMLindifferentways.However,email clientsareevenlessconsistentthanwebbrowsers.Forexample,someemailclientsfailto supportbasicHTMLtechniquessuchasformsandCSS(CascadingStyleSheets).Forthis reason,itishighlyimportanttocheckthatyourHTMLemailwilldisplayacceptablyinall commonemailclients. DothisusingInterspireEmailMarketersEmailvalidationfeature.Thisfeaturetestsyour emailbymimickingcommonemailclientsdisplayinconsistenciesanddisplayingtheresults onasinglescreen. Note:InterspireEmailMarketersbuiltintemplatesarealreadyoptimizedtodisplay optimallyinallcommonemailclients. Note:ThisfeatureisnotavailableinallinstancesoftheHTMLeditor(thosethatallowyou todesignwebpages,forinstance). TakethefollowingstepstovalidateyourHTMLdocument: 1 Inthescreenwhereyoudefineyourdocument,scrolldowntotheEmailvalidation section. 2 ClickViewyouremailindifferentemailprograms. TheEmailValidationscreenisdividedintothreeparts.

198 EDITINGHTMLANDTEXT
Figure 193 EmailValidation

UsethePreviewbartoselecttheemailclientyouwantInterspireEmailMarketerto emulateinthevalidationwindow.Bydefault,theOriginalHTMLversiondisplays. Inthedropdownlistbox,selectHTMLpreviewtoseehowtheHTMLemailwilllook inthespecifiedclient,orselectTextpreviewtoseehowthetextversionoftheemail willlook. UsetheRulebartoseewhetherifyouremailbreaksanyoftherulesusedbyeach popularemailclient.Ifyouremailiscompletelycompliantwithaclientsrules,a icondisplays.Ifitisnotcompletelycompliant,a icondisplays. Note:Justbecausea icondisplaysdoesnotnecessarilymeanthatyouremailwilldisplay poorly;therearemanywaysinwhichanemailmaybreakaclientsruleswithout significantproblems.Readtheerrormessagethatdisplaysbeneaththeiconand checktheemailbyclickingontheclientprogramsnameinthepreviewbar.

EDITINGHTMLANDTEXT 199 UsetheValidationwindowtocheckhowyouremaildisplaysintheclientyou chooseinthepreviewbar.

200 EDITINGHTMLANDTEXT

201

III
THETOOLBAR
Thissectioncontainsthefollowingchapters: UsingTheHomeScreen(203) UsingTemplates(205) UsingForms(213) ConfiguringUserAccounts(231) UsingInterspireEmailMarketerSettings(243) UsingTools(259)

202

203

UsingTheHomeScreen
ThischapterdiscussesthescreenthatdisplayswhenyouclicktheHomelinkinthetoolbar. Note:Thisisthescreenthatdisplaysbydefaultwhenyoulogin.
Figure 194 TheHomeLink

UsingtheHomeScreen
ClickHomeinthetoolbar.
Figure 195 TheHomeScreen

Table 50 TheHomeScreen

Contactactivityfor thelastsevendays

Thisgraphintheupperhalfofthescreenillustratestheactivityofyour contactsinthelastweek. Unconfirmedcontactsarepeoplewhohavebeenaddedtooneof yourcontactlists,buthavenotyetconfirmedthattheywanttoreceive emails. Confirmedcontactsarepeoplewhohaveconfirmedthattheywantto receiveemails(byclickingalinkinaconfirmationemail).Youcanalso confirmcontactsyourself.

204 USINGTHEHOMESCREEN
Table 50 TheHomeScreen

Iwouldliketo

ThissectiondisplayslinkstosomecommonInterspireEmailMarketer tasks. Note:Ifthissectiondoesnotdisplay,clickSwitchtoquicklinks.

GettingStarted

Thissectiondisplaysalistoftasksthatyoucantaketostartsending emailswithInterspireEmailMarketerquicklyandeasily.Startingatthe topofthelist,clickthelinksandfollowtheinstructions. Note:Ifthisscreendoesnotdisplay,clickSwitchtogettingstartedlinks.

205

UsingTemplates
ThischapterdiscusseshowtousetheTemplatesmenuinthetoolbar.
Figure 196 TheTemplatesMenu

TemplatesOverview
Templatescontrolthelookofyouremail.Theyspecifywhichfontsandtextcolorstouse, thebackgroundcolorsandimagestodisplay,andthesizeandshapeofthetextareasonthe usersscreen.

HowTemplatesWork
TemplatesuseHTML(HyperTextMarkupLanguage)todefineyouremailsaesthetics.The usersemailclientreadsthisinformationanddisplaystheemailaccordingly.Thisgivesyour emailthesamedesignflexibilityfoundinHTMLwebdesign. Note:Ifindoubt,itisstronglyadvisedthatyouconfigureemailtemplatestosendboth HTMLandplaintextelements(multipart).SomeemailclientscannotdisplayHTML, andsomeusersturnHTMLdisplayoff,soitisimportanttotransmitaplaintext elementaswell. Youcanassigntemplatestonewemailcampaigns,ortoautoresponders.

AdvantagesofTemplates
Usingtemplatestocoordinateyouremailcampaignsconferstwomainadvantages.First, youremailisinstantlyrecognizable.Youcanusetemplatestodefineorextendcorporate brandingbypresentingtheuserwithyourcompanyscolorscheme,logoandassociated imagery.Second,youremailisconsistent.Whenyouuseatemplateforyouremail campaignsoveraperiodoftime,youknowthateachemailyousendisbasedonthesame design,andwillconveythesamemessage.Thisisparticularlyusefulwhenmultiplepeople maybesendingoutemailcampaignsfromyourcompany.

BuiltinandCustomTemplates
InterspireEmailMarketerincludesahugevarietyofbuiltintemplates,readyforyoutouse outofthebox.Theyhavebeendesignedandtestedwithinteroperabilityinmind,sothey willdisplaycorrectlyinallcommonHTMLemailclients.

206 USINGTEMPLATES Youcanalsocreateyourowncustomemailtemplates.EitherusetheincludedWYSIWYG (WhatYouSeeIsWhatYouGet)editor,oruploadanHTMLfilefromyourlocalcomputeror aremoteURLasthebasisforthetemplate.

TestingYourTemplate
LikeInternetbrowsers,emailclientsoftendisplayemailindifferentways.Whatlooks correctinoneclientcanlookincorrectinanother.Whenyoucreateyourowntemplate,use theemailvalidationtool(seeValidatinganEmailonpage197)tocheckthatthetemplate displayscorrectlyinavarietyofcommonemailclients.

ManagingCustomEmailTemplates
Onceyouhavecreatedacustomemailtemplate(seeCreatingandEditingCustomEmail Templatesonpage207),youcan: Delete:removethetemplatefromInterspireEmailMarketer.Thetemplatecannotbe retrieved. Activate:allowthetemplatetobeusedforanewemailcampaignorautoresponder. Deactivate:preventthetemplatefrombeingusedforanewemailcampaignor autoresponder. MakeGlobal:allowalluserstousethetemplate,regardlessoftheirprivileges. RemoveFromGlobal:allowonlycertainuserstousethetemplate. ConfigureusertemplateprivilegesintheUserAccount>CreateUser>User Permissionsscreenforeachuser. Youcanalsoview,edit,orcopyatemplate. Tomanageacustomemailtemplateyoualreadycreated,clickTemplatesinthetoolbar, thenCustomemailtemplates.
Figure 197 Templates:CustomEmailTemplates

Table 51 Templates:CustomEmailTemplates

CreateaCustom Template Chooseanaction

ClickthistogototheCreateaCustomEmailTemplatescreen.See CreatingandEditingCustomEmailTemplatesonpage207. Selectoneormorecustomtemplates,selectanoptionfromthelistand clickGotoperformtheselectedaction. Selectaboxbelongingtoatemplatebeforechoosinganoptionfromthe Chooseanactionlist. Selecttheboxatthetopofthecolumntoselectallcustomtemplates.

USINGTEMPLATES 207
Table 51 Templates:CustomEmailTemplates

TemplateName

Thisdisplaysthenameyougavetothetemplate.ClickEdittochangethe name.Anidentification(id)numberdisplaysnexttothename,indicating theorderinwhichthetemplateswerecreated. Thisdisplaysthedateyoucreatedthetemplate. Textdisplaysifemailsusingthistemplatearesentinplaintextonly. HTMLdisplaysifemailsusingthistemplatearesentinHTMLonly. HTMLandTextdisplaysifemailsusingthistemplatearesentin multipartform. Note:MultipartemailshavebothanHTMLelementandaplaintext element.Plaintextdisplaysifausersemailclientcannotdisplay HTML.

Created EmailFormat

Active

Atick( )displaysifthetemplateisavailabletobeusedforanewemail campaignorautoresponder. Across( )displaysifthetemplateisnotavailabletobeusedforanew emailcampaignorautoresponder. Atick( )displaysifalluserscanusethetemplate. Across( )displaysifonlytheusersyouallowtomayusethetemplate. ClickViewtoseeafullscreenversionofthetemplate. ClickEdittoupdatethetemplate.Thescreensthatdisplayaresimilar totheCreateaCustomEmailTemplatescreens(seeCreatingand EditingCustomEmailTemplatesonpage207). ClickCopytocreateanewcopyofthetemplate.Thenewtemplate displays,withCopyofappendedtotheoriginalname,andtheid incrementedtothenextavailablenumber. ClickDeletetoremovethetemplatefromInterspireEmailMarketer.

Global Action

CreatingandEditingCustomEmailTemplates
InterspireEmailMarketerallowsyoutocreatecustomemailtemplatesusingthebuiltin editor.Youcanbuildatemplatefromscratch,editanexistingbuiltintemplate,orbase yourtemplateonanHTMLfileyouuploadfromyourcomputeroraremoteURL. Note:Ifyouwanttocreateanewtemplatebasedonacustomtemplateyoucreated previously,usetheTemplates>Customemailtemplatesscreentocopythe template,theneditthenewtemplate.SeeManagingCustomEmailTemplateson page206.

CreatingaCustomEmailTemplate
Takethefollowingstepstocreateacustomemailtemplate: 1 ClickTemplatesinthetoolbarandselectCreateacustomtemplate.

208 USINGTEMPLATES
Figure 198 Templates:CreateaCustomTemplate

2 EnteranewTemplateName. 3 Selectthetypeoftemplateyouwanttocreate. SelectHTMLandTextifyouwantemailsyousendusingthistemplatetobesent withbothHTMLandplaintextelements(multipart).Emailclientsthatcandisplay HTMLmessagesusetheHTMLelement,andclientsthatcannotdisplayHTMLuse theplaintextelement. SelectTextifyouwantemailsyousendusingthistemplatetobesentinplaintext only. SelectHTMLifyouwantemailsyousendusingthistemplatetobesentinHTML only.Ifyouselectthisoption,youremailswillnotdisplayinemailclientsthatcannot displayHTMLmessages. 4 Ifyouwanttobasethisemailtemplateonanexistingtemplate,selectthetemplatein theEmailtemplatelist.Apreviewofthetemplatedisplays. Ifyoudonotwanttobasethisemailtemplateonanexistingtemplate,selectNo templateintheEmailtemplatelist. 5 ClickNext.

USINGTEMPLATES 209
Figure 199 TheTemplateEditor

Note:IfyouselectedTextonlyinthepreviouspage,theHTMLContentsectioninthispage doesnotdisplay.Likewise,ifyouselectedHTMLonly,theTextContentsectionin thispagedoesnotdisplay.

210 USINGTEMPLATES 6 CustomizetheHTMLtemplateusingtheeditor.SeeUsingtheHTMLEditoronpage 159formoreinformation. 7 Customizethetexttemplateusingtheeditor.SeeUsingtheTextEditoronpage195 formoreinformation. 8 Checkthatyourtemplatedisplayscorrectlyinavarietyofcommonemailclients.Click Viewyouremailindifferentemailprograms.TheEmailValidationscreendisplaysin anewwindow(seeValidatinganEmailonpage197).Whenyouhavefinished,close thewindow. 9 ConfiguretheMiscellaneousoptions. SelectYes,thistemplateisactiveifyouwantthetemplatetobeavailableforuse onceyouhavesavedit.Otherwise,deselectthisoption.Youcanactivatethe templatelater. SelectYes,thistemplateisglobalifyouwantthetemplatetobeavailabletoall users.Ifyouwanttorestrictthetemplatetocertainusers,deselectthisoption.You canconfigureindividualusersprivilegesintheUserAccount>CreateUser>User Permissionsscreen. 10 Finishthetemplate. ClickSavetosavethenewtemplateandremaininthisscreentomakefurther changes. ClickSaveandexittosavethenewtemplateandgototheViewCustom Templatesscreen(seeManagingCustomEmailTemplatesonpage206). ClickCanceltoreturntotheViewCustomTemplatesscreenwithoutsavingthe template.Anychangesyoumadearelost.

EditingaCustomTemplate
Takethefollowingstepstoeditanexistingtemplate: 1 ClickTemplatesinthetoolbarandselectCustomemailtemplates.ClickEditnextto thetemplateyouwanttoedit.TheUpdateTemplatescreendisplays.
Figure 200 CustomEmailTemplates:UpdateTemplate

2 Configurethetemplatedetails. IfyouwanttochangetheTemplateName,enterthenewname. IfyouwanttochangetheTemplateFormat,selectthenewformat. 3 ClickNext.ThescreenthatdisplaysisthesameasFigure199onpage209.Follow steps6to10onpage210.

USINGTEMPLATES 211

ViewingBuiltInEmailTemplates
InterspireEmailMarketerhasawidevarietyofbuiltinemailtemplatesdesignedfor differentuses. Toviewthebuiltintemplates,clickTemplatesinthetoolbarandselectViewbuiltin templates.
Figure 201 ViewBuiltinTemplates

Toseeatemplateinfullscreenmode,clickShowlargerprevieworclickthetemplates thumbnailicon. Touseatemplateinanemailcampaign,clickEmailcampaigns>Createemail campaignandselectthetemplate. Tomodifyatemplateforlateruseinanemailcampaign,createanewcustomtemplate basedonthebuiltintemplate.SeeCreatingandEditingCustomEmailTemplateson page207.

212 USINGTEMPLATES

213

UsingForms
ThischapterdiscusseshowtousetheFormsmenuinthetoolbar.
Figure 202 TheFormsMenu

FormsOverview
FormsallowmembersofthepublictointeractwithInterspireEmailMarketerbysigningup tocontactlists,unsubscribingfromcontactlists,andchangingthedetailsstoredabout them.Contactscanalsoeasilyforwardemailsontotheirfriendsusingaform. Theformsyouusetoallowpeopletosignupto,orunsubscribefrom,contactlistsare hostedonyourownwebsite.TheformsyouaddtoyoursiteontheInternetusescripts tointeractwithInterspireEmailMarketer. Theformsyouusetoallowcontactstochangethedetailsstoredaboutthemon InterspireEmailMarketerortoforwardanemailtoafriendarenothostedonyour website.Instead,youcanaddthemtotheemailsyousend. TheformsyouaddtoyouremailsalsousescriptstointeractwithInterspireEmail Marketer.Therefore,suchformswillworkcorrectlyonlywhentheformisabletoaccess InterspireEmailMarketerovertheInternet,andnotwhencontactsviewtheemails offline.

ViewingandManagingForms
Toviewandmanageyourforms,clickFormsinthetoolbarandthenclickViewwebsite forms.

214 USINGFORMS
Figure 203 ViewingandManagingForms

Table 52 ViewingandManagingForms

Createawebsiteform Clickthistocreateanewform.SeeCreatingandEditingFormsonpage 214. Deleteselected Selectoneormoreformsinthelistandclickthistoremovetheforms fromInterspireEmailMarketer.Theformorformscannotberetrieved. SelectaboxbelongingtoformandclickDeleteselectedtoremovethe formfromInterspireEmailMarketer.Theformcannotberetrieved. Selecttheboxatthetopofthecolumntoselectallform. Formname Created Formtype Thisdisplaysthenameoftheform Thisdisplaysthedateonwhichtheformwascreated. Thisdisplaysthefunctionoftheform(Subscription,Unsubscribe,Modify detailsorSendtoFriend).SeeCreatingandEditingFormsonpage214 formoreinformationonthetypesofformavailable. ClickViewtoseewhattheformlookslikeinanewbrowserwindow. ClickGetHTMLtoseetheformsHTMLcode. Note:ThisfeatureisnotavailableforModifydetailsandSendtofriend forms. ClickEdittochangetheformsconfiguration.SeeCreatingandEditing Formsonpage214forinformationonthescreensthatdisplay. ClickCopytocreateanewcopyoftheform.Thenewformdisplaysin thelist,withCopyofappendedtotheoriginalname. ClickDeletetoremovetheformfromInterspireEmailMarketer.The formcannotberetrieved.

Action

CreatingandEditingForms
YoucancreatevarioustypesofformsinInterspireEmailMarketer: Subscription:letscontactssignupforyouremails.SeeCreatingorEditinga SubscriptionFormonpage215. Unsubscribe:letscontactsunsubscribefromyourlist,andstopreceivingemails.This hasthesameeffectastheunsubscribelinkyoucanaddtoyouremails.SeeCreatingor EditinganUnsubscribeFormonpage215. Modifydetails:letscontactschangetheinformationrecordedabouttheminyour contactlist.SeeCreatingorEditingaModifyDetailsFormonpage216.

USINGFORMS 215 Sendtofriend:letscontactsforwardanemailtoanotherperson.SeeCreatingor EditingaSendtoFriendFormonpage217.

CreatingorEditingaSubscriptionForm
Figure 204 ExampleSubscriptionForm

TakethefollowingstepstosetuporeditaSubscriptionwebsiteform.Seethe correspondingsectionsforinformationonhowtocompleteeachstep. 1 ClickFormsinthetoolbar,thenCreateawebsiteform. 2 SelectSubscriptionintheChooseaformtypefield.Configuretheotherbasicform settings(formname,formdesignandformat,CAPTCHAsecurity,andthecontactlist orlistsfortheform).SeeConfiguringBasicFormSettingsonpage217. Note:Theoptionsinsteps3and4areavailableonlywhenyouselectthecorresponding optionsinstep2. 3 Designtheconfirmationpage(apagethatdisplayswhencontactshavefilledintheir details,requiringthattheyclickanotherlinktobeaddedtothelist)andthe confirmationemail(anemailsenttocontactsrequiringthattheyclickalinktobe addedtothelist).SeeDesigningaConfirmationPageandEmailonpage220. 4 Designthethankyoupage(thepagethatdisplaysoncecontactshavebeen successfullyaddedtothelist)andthethankyouemail(anemailsenttocontactsonce theyhavebeensuccessfullyaddedtothelist).SeeDesigningaThankYouPageand Emailonpage222. 5 Designtheerrorpage(apagethatdisplaysifanerroroccursinthesignupprocess). SeeDesigninganErrorPageonpage225. 6 Addtheformtoyourwebsite.SeeAddingaFormtoYourWebsiteonpage226.

CreatingorEditinganUnsubscribeForm
Figure 205 ExampleUnsubscribeForm

TakethefollowingstepstosetuporeditanUnsubscribewebsiteform.Seethe correspondingsectionsforinformationonhowtocompleteeachstep.

216 USINGFORMS 1 ClickFormsinthetoolbar,thenCreateawebsiteform. 2 SelectUnsubscribeintheChooseaformtypefield.Configuretheotherbasicform settings(formname,formdesign,andthecontactlistorlistsfortheform).See ConfiguringBasicFormSettingsonpage217. 3 Designtheconfirmationpage(apagethatdisplayswhencontactshavefilledintheir details,requiringthattheyclickanotherlinktoberemovedfromthelist)andthe confirmationemail(anemailsenttocontactsrequiringthattheyclickalinktobe removedfromthelist).SeeDesigningaConfirmationPageandEmailonpage220. 4 Designthethankyoupage(thepagethatdisplaysoncecontactshavebeen successfullyremovedfromthelist)andthethankyouemail(anemailsenttocontacts oncetheyhavebeensuccessfullyremovedfromthelist).SeeDesigningaThankYou PageandEmailonpage222. 5 Designtheerrorpage(apagethatdisplaysifanerroroccursintheunsubscription process).SeeDesigninganErrorPageonpage225. 6 Addtheformtoyourwebsite.SeeAddingaFormtoYourWebsiteonpage226.

CreatingorEditingaModifyDetailsForm
Figure 206 ExampleModifyDetailsForm

TakethefollowingstepstosetuporeditaModifydetailsform.Seethecorresponding sectionsforinformationonhowtocompleteeachstep. 1 ClickFormsinthetoolbar,thenCreateawebsiteform. 2 SelectModifyDetailsintheChooseaformtypefield.Configuretheotherbasicform settings(formname,formdesignandformat,CAPTCHAsecurity,andthecontactlist orlistsfortheform).SeeConfiguringBasicFormSettingsonpage217. 3 Designthethankyoupage(thepagethatdisplaysoncecontactshavesuccessfully modifiedtheirdetails)andthethankyouemail(anemailsenttocontactsoncethey havebeensuccessfullymodifiedtheirdetails).SeeDesigningaThankYouPageand Emailonpage222. 4 Designtheerrorpage(apagethatdisplaysifanerroroccursinthemodification process).SeeDesigninganErrorPageonpage225. 5 Includealinktotheforminyouremailsorautorespondersusingthecorresponding customfield. Whenyouareeditingatemplate,emailorautoresponder,clicktheCustomfields button.Then,selectModifydetailsforms.Selectthenameoftheformfromthelist thatdisplays. Note:Youcannotaddmodifydetailsformstoyourwebsite.Usethecustomfieldlinkto addthemtoyouremailsinstead.

USINGFORMS 217

CreatingorEditingaSendtoFriendForm
Figure 207 ExampleSendtoFriendForm

TakethefollowingstepstosetuporeditaSendtofriendform.Seethecorresponding sectionsforinformationonhowtocompleteeachstep. 1 ClickFormsinthetoolbar,thenCreateawebsiteform. 2 SelectSendtoFriendintheChooseaformtypefield.Configuretheformdesign.See ConfiguringBasicFormSettingsonpage217. 3 Designthethankyoupage(thepagethatdisplaysoncecontactshavesuccessfully forwardedtheemail).SeeDesigningaThankYouPageandEmailonpage222. 4 Designtheforwardedemailheaders(theHTMLandtextheadersthatdisplayabove theforwardedemail,identifyingthesenderbywhomitwasforwarded).See ConfiguringForwardedEmailHeadersonpage224. 5 Designtheerrorpage(apagethatdisplaysifanerroroccursinthesendingprocess). SeeDesigninganErrorPageonpage225. 6 Includealinktotheforminyouremailsorautorespondersusingthecorresponding customfield. Whenyouareeditingatemplate,emailorautoresponder,clicktheCustomfields button.Then,selectSendtofriendforms.Selectthenameoftheformfromthelist thatdisplays. Note:Youcannotaddsendtofriendformstoyourwebsite.Usethecustomfieldlinktoadd themtoyouremailsinstead.

ConfiguringBasicFormSettings
Usethisscreentoconfigurebasicformsettingssuchasformnameandtype,formdesign, andthecontactlist(orlists)withwhichtheformisassociated. Note:Thefieldsthatdisplayinthisscreendependontheselectionyoumadeintheprevious screen.

218 USINGFORMS
Figure 208 ConfiguringBasicFormSettings

Table 53 ConfiguringBasicFormSettings

Formnameandtype Chooseaform type Namethisform Selectthetypeofformyouwanttocreate.SeeCreatingandEditing Formsonpage214. Enteranameforthisform.ThisnameidentifiestheforminInterspire EmailMarketer.

Usedoubleoptin Selectthisifyouwanttosendanemailtocontactsinwhichtheymust confirmation clickalinktoconfirmthattheywanttosubscribetothislist. Deselectthisifyoudonotwanttosendsuchanemail. Sendathank youemail Selectthisifyouwanttosendanemailtocontactsoncetheyhave successfullysubscribedtothelist. Deselectthisifyoudonotwanttosendsuchanemail.

USINGFORMS 219
Table 53 ConfiguringBasicFormSettings

Emailnewcontact Selectthisifyouwanttoreceivetheinformationthatacontactentersby detailstoyou email. Deselectthisifyoudonotwanttoreceivesuchemails. Note:Youcanusethisfeaturetoturnawebsiteformintoacontactform; acontactcanuseittosendyouinformationorqueriesdirectly. Usually,acontactwhoisalreadysubscribedtoalistandtriesto subscribeagainisdirectedtotheerrorpage(seeDesigninganError Pageonpage225).However,sinceacontactmaywanttosend informationtoyouonmorethanoneoccasion,contactswho completeaformwiththisfeatureconfigureddirectedtothethank youpage,andnottheerrorpage. Advancedoptions Chooseform design Thiscontrolsthetextandbackgrounddesignoftheform.Selectadesign fromthelist. ClickPreviewthisdesigntoseehowtheformwilllook. Note:Youneedtoconfigureanamefortheform(intheNamethisform field)andselectacontactlistandcustomfields(intheChoose contactlistssection)beforeyoucanpreviewthedesign. Emailcampaign format SelectAllowcontacttochoosetoletcontactswhosignupusingthis formchoosewhethertoreceiveHTMLorplaintextemails. SelectHTMLtosendHTMLemailstocontactswhosignupusingthis form. SelectTexttosendplaintextemailstocontactswhosignupusingthis form. Selectthistoallowcontactstochangetheformatoftheemailsthey receive(fromHTMLtotext,orfromtexttoHTML). Deselectthisifyoudonotwanttoallowcontactstochangetheformatof theemailstheyreceive. Note:ThisfielddisplaysonlywhenyouselectModifydetailsinthe Chooseaformtypefield. UseCAPTCHA formsecurity SelectthisifyouwanttouseaCAPTCHAfieldinyourform.CAPTCHA securitypresentstheuserwithanimageofnumeralsandtext,arrangedin amannerunreadablebymachines.Theusermustenterthenumeralsand textinanearbyfield. UseCAPTCHAifyouwanttopreventautomatedsoftwaresigningupto yourlists,whichcoulddegradeserviceforrealcontactsandmakethe informationinyourcontactlistsunreliable. DeselectthisifyoudonotwanttouseCAPTCHAsecurity. Note:CAPTCHAstandsforCompletelyAutomatedPublicTuringtestto tellComputersandHumansApart.ATuringtest,namedafter mathematicianandcryptographerAlanTuring,isatestintendedto differentiatebetweenanintelligentagent(suchasahuman),andan unintelligentagent(suchasapieceofpreprogrammedsoftware). Ideally,onlyintelligentagentscanpassaTuringtest. Choosecontactlists

Changeformat

220 USINGFORMS
Table 53 ConfiguringBasicFormSettings

Contactlists/ customfields

Selectthecontactlistsyouwanttoassociatewiththisform. IfyouselectedSubscriptionintheChooseaformtypefield,contacts areaddedtothelistorlistsyouselect. IfyouselectedUnsubscribeintheChooseaformtypefield,contacts areremovedfromthelistorlistsyouselect. IfyouselectedModifydetailsintheChooseaformtypefield, contactsfromthelistsyouselectmaymodifytheirdetails. Ifacontactlistisassociatedwithoneormorecustomfields,thefields displaywhenyouselectthelist.Selectthefieldsyouwanttodisplayin thisform. Ifyouchoosemultiplelists,Listoptionsdisplays.Usethistoallowusersto choosethelist(orlists)towhichtheywanttobeadded. Note:Ifacustomfieldismandatory,makesureyouincludeitinyourform.

Changefieldorder Usethissectiontochangetheorderinwhichthefieldsdisplayinyour form.Simplyclickanddragafieldtoitsnewlocation. (drag&drop) Next Cancel Clickthistoproceedtothenextscreen.Thenextscreendependsonthe optionyouselectedintheChooseaformtypefield. ClickthistoreturntotheViewwebsiteformsscreen.

DesigningaConfirmationPageandEmail
Usethisscreentoconfigureapageinwhichcontactsmustconfirmtheywanttoreceive emails,andanemailinwhichcontactsmustclickalinktoconfirmtheywanttoreceive emails. Note:Thefieldsthatdisplayinthisscreendependonthetypeofformyouarecreating.Not allfieldsdisplayforallformtypes.

USINGFORMS 221
Figure 209 DesigningaConfirmationPageandEmail

222 USINGFORMS

Table 54 DesigningaConfirmationPageandEmail

Formdisplayoptions Letmecustomize SelectthisoptiontodesigntheconfirmationpageintheWYSIWYGeditor whatthepage thatdisplays.SeeUsingtheHTMLEditoronpage159forinformation. lookslike Takethe subscribertoan existingwebsite address Sendfromthis name SelectthisoptiontoredirecttheusertoanotherpageontheInternet. EnterthepagesfullURLinthefieldthatdisplays(forexample,http:// www.someite.com/somepage.html)

Confirmationemailoptions Thisisthenameofthepersonfromwhichtheconfirmationemailwillbe sent. Thisdisplaysthedefaultfromnameforthecontactlistyouselected.If youwanttochangethisname,enterthenewnameinthisfield. Thisistheemailaddressfromwhichtheconfirmationemailwillbesent. Thisdisplaysthedefaultfromemailaccountforthecontactlistyou selected.Ifyouwanttouseadifferentemailaccount,enterthenew addressinthisfield. Thisisthenameofthepersonfromwhichtheconfirmationemailwillbe sent.Ifacontactrepliestoyourconfirmationemail,thisistheaddressto whichthereplyissent. Thisdisplaysthedefaultreplyemailaddressforthiscontactlist.Ifyou wanttouseadifferentaddress,enterthenewaddressinthisfield. Thisistheaddresstowhichundeliverableemailsaresent. Thisdisplaysthedefaultbouncedemailaddressforthiscontactlist.Ifyou wanttouseadifferentaddressforhandlingbouncedemails,enterthe newaddressinthisfield. Enterthesubjectlinefortheconfirmationemail. DesigntheHTMLversionoftheconfirmationemailinthissection.See UsingtheHTMLEditoronpage159forinformation. Designtheplaintextversionoftheconfirmationemailinthissection.See UsingtheTextEditoronpage195forinformation. Clickthistoproceedtothenextscreen.Thenextscreendependsonthe optionyouselectedintheConfiguringbasicformsettingsscreen. ClickthistoreturntotheViewwebsiteformsscreen.

Sendfromthis emailaddress

Sendreplyemails to

Sendbounced emailto

Emailsubject Confirmation email(HTML) Confirmation email(text) Next Cancel

DesigningaThankYouPageandEmail
Usethisscreentoconfigureapageinformingcontactsthatthesubscription(or unsubscription,modification,orforwarding)processiscomplete,andanemailinwhichthe sameinformationisconveyed. Note:Thefieldsthatdisplayinthisscreendependonthetypeofformyouarecreating.Not allfieldsdisplayforallformtypes.

USINGFORMS 223
Figure 210 DesigningaThankYouPageandEmail

224 USINGFORMS Note:IfyouarecreatingaSendtofriendform,theThanksemailoptionsdonotdisplay; theConfiguringforwardedemailheaderssectiondisplays.SeeConfiguring ForwardedEmailHeadersonpage224.

Table 55 DesigningaThankYouPageandEmail

Thankyoupageoptions Letmecustomize SelectthisoptiontodesignthethankyoupageintheWYSIWYGeditor whatthepage thatdisplays.SeeUsingtheHTMLEditoronpage159forinformation. lookslike Takethe subscribertoan existingwebsite address Thanksemailoptions Sendfromthis name Thisisthenameofthepersonfromwhichthethankyouemailwillbe sent. Thisdisplaysthedefaultfromnameforthecontactlistyouselected.If youwanttochangethisname,enterthenewnameinthisfield. Thisistheemailaddressfromwhichthethankyouemailwillbesent. Thisdisplaysthedefaultfromemailaccountforthecontactlistyou selected.Ifyouwanttouseadifferentemailaccount,enterthenew addressinthisfield. Thisisthenameofthepersonfromwhichthethankyouemailwillbe sent.Ifacontactrepliestoyourthankyouemail,thisistheaddressto whichthereplyissent. Thisdisplaysthedefaultreplyemailaddressforthiscontactlist.Ifyou wanttouseadifferentaddress,enterthenewaddressinthisfield. Thisistheaddresstowhichundeliverableemailsaresent. Thisdisplaysthedefaultbouncedemailaddressforthiscontactlist.Ifyou wanttouseadifferentaddressforhandlingbouncedemails,enterthe newaddressinthisfield. Enterthesubjectlineforthethankyouemail. DesigntheHTMLversionofthethankyouemailinthissection.SeeUsing theHTMLEditoronpage159forinformation. Designtheplaintextversionofthethankyouemailinthissection.See UsingtheTextEditoronpage195forinformation. Clickthistoproceedtothenextscreen.Thenextscreendependsonthe optionyouselectedintheConfiguringbasicformsettingsscreen. ClickthistoreturntotheViewwebsiteformsscreen. SelectthisoptiontoredirecttheusertoanotherpageontheInternet. EnterthepagesfullURLinthefieldthatdisplays(forexample,http:// www.someite.com/somepage.html)

Sendfromthis emailaddress

Sendreplyemails to

Sendbounced emailto

Emailsubject Confirmation email(HTML) Confirmation email(text) Next Cancel

ConfiguringForwardedEmailHeaders
WhenyouselectSendtofriendintheConfiguringbasicformsettingsscreen,usethis screentoconfiguretheheadingsthatdisplayabovetheforwardedHTMLandtextemails, identifyingthesenderbywhomitwasforwarded. Note:ThissectiondisplaysbeneaththeThankyoupageoptions.SeeDesigningaThank YouPageandEmailonpage222.

USINGFORMS 225
Figure 211 DesigningForwardedEmailHeaders

Table 56 DesigningForwardedEmailHeaders

Emailheader (HTML)

DesigntheHTMLheaderintheWYSIWYGeditorthatdisplays.SeeUsing theHTMLEditoronpage159forinformation. Note:The%%REFERRER_EMAIL%%variableplacestheemailaddressof thecontactwhoforwardedtheemailintotheHTMLheader.

Emailheader (text)

Enterthetextthatdisplaysintheplaintextheader. Note:The%%REFERRER_EMAIL%%variableplacestheemailaddressof thecontactwhoforwardedtheemailintotheHTMLheader.

Next Cancel

Clickthistoproceedtothenextscreen.Thenextscreendependsonthe optionyouselectedintheConfiguringbasicformsettingsscreen. ClickthistoreturntotheViewwebsiteformsscreen.

DesigninganErrorPage
Usethisscreentoconfigureapagethatdisplaysifthereisanerrorinthesubscription(or unsubscription,modification,orforwarding)process.

226 USINGFORMS
Figure 212 DesigninganErrorPage

Table 57 DesigninganErrorPage

Letmecustomize SelectthisoptiontodesigntheerrorpageintheWYSIWYGeditorthat whatthepage displays.SeeUsingtheHTMLEditoronpage159forinformation. lookslike Takethe subscribertoan existingwebsite address Save Cancel SelectthisoptiontoredirecttheusertoanotherpageontheInternet. EnterthepagesfullURLinthefieldthatdisplays(forexample,http:// www.someite.com/somepage.html) ClickthistosavethechangestoyourformandcontinuetotheAddthe formtoyourwebsitescreen. ClickthistoreturntotheViewwebsiteformsscreen.

AddingaFormtoYourWebsite
Takethefollowingstepstoaddaformyoualreadycreatedtoyourwebsite. 1 Inyourwebdevelopmentapplication(forexample,AdobeDreamweaver),openthe webpageintowhichyouwanttoaddtheform. 2 InInterspireEmailMarketer,gototheAddtheformtoyourwebsitescreen.This screendisplaysaftertheDesigninganerrorpagescreen.Eithercreateanewform,or editandexistingformandclickNextuntilyoureachthispage.

USINGFORMS 227
Figure 213 AddingaFormtoYourWebsite

3 SelectthecodeintheWebsitefromHTMLcodesection,andcopyit(CTRLC). Note:BearinmindthewarningincludedatthetopoftheHTML:Donotmodifythe NAMEvalueofanyoftheINPUTfields,theFORMaction,oranyofthehidden fields(e.g.inputtype=hidden).Theseareallrequiredforthisformtofunction correctly. 4 InyourwebdevelopmentapplicationsHTMLcodeeditingwindow,paste(CTRLV) thecodeintotherequiredlocation. Note:IfyourwebdevelopmentapplicationrequiresthatyoucopyfilesfromInterspireEmail Marketer,doso.

228 USINGFORMS
Figure 214 PasteHTMLintoWebDevelopmentApplication

5 Check,alignandmodifytheforminyourwebdevelopmentapplicationsWYSIWYGor texteditor. Note:Whenyouedittheform,rememberthatitsstylesaredefinedintheformcodeand arenotinheritedfromyourpageorCSS.Ifyouwanttochangetheappearanceof text,modifytheformcode(bearinginmindtheearlierwarningagainstmodifying otheraspectsoftheform).

Figure 215 EditForminYourWebDevelopmentApplication

USINGFORMS 229 6 Testthepageintowhichyouplacedtheforminawebbrowser.

Figure 216 InterspireEmailMarketerSubscriptionForminaWebPage

7 WithaccesstotheInternet,testtheform: Makesurethatyouareabletosignuptothelist(andthatthecorrectconfirmation orthankyouscreendisplays)byenteringtherequiredinformation,usinganemail addresstowhichyouhaveaccess.Ifyouchosedoubleoptinconfirmation,testthat thelinkintheemailyoureceiveworkscorrectly. Whenyouattempttosignuptothelist,butdonotincludearequiredfield,a warningshoulddisplay.Makesurethatrequiredfieldsareactuallyrequiredby attemptingtosignupwithoutenteringoneoftherequiredfields.Repeatthetestfor allrequiredfields. Forceanerror(byenteringanincorrectCAPTCHAsecuritycode,forexample)to ensurethattheerrorpagedisplayscorrectly. 8 Whenyouarehappywiththeformsappearanceandoperation,uploadthepageto yourwebsite.

230 USINGFORMS

231

ConfiguringUserAccounts
ThischapterdiscusseshowtousetheUserAccountslinkinthetoolbar.
Figure 217 TheUserAccountsLink

UserAccountOverview
InterspireEmailMarketerallowsyoutosetupandmanageunlimiteduseraccounts.Use differentuseraccountstocontrolwhatdifferentusersofInterspireEmailMarketermayand maynotdo. Youmaywanttodothisifonlycertainemployeesshouldhaveaccesstoemaillists,while otheremployeesneedtodesigntemplatesorcampaigns,orifyouareprovidingInterspire EmailMarketerasaservicetoclientswhomusthaveaccesstoonlycertainareasofthe application.

UserPrivileges
Youcanassigndifferentprivilegelevelsandsettingstoindividualusers.Theseinclude: Whetherusersmayedittheirownsettings. Whetherusersshouldseemarketingtips. Whetherusersmayedittemplates. Howmanycontactlistsusersmaycreate,andhowmanyemailstheymaysend. Whetherusersmaycreate,edit,ordeletethefollowing:autoresponders,forms,lists, segments,customfields,campaigns,contacts,andtemplates. Whatkindsofstatisticsusersmayview. Whetherusersmayadministerandmodifysettings,lists,templatesorusers. WhetherusersmaymodifytheirSMTP(SimpleMailTransferProtocol)settings,oruse thesmtp.comserver. WhetherusershaveaccesstotheXMLAPI(eXtensibleMarkupProtocolApplication ProgrammingInterface). Whichcontactlists,segments,andtemplatestheusermayaccess. TheusersGoogleCalendarlogindetails. UserswhomaymakechangestotheirSMTPsettingscandosousingtheUseraccounts> EmailSettingsscreen.

232 CONFIGURINGUSERACCOUNTS

ManagingUserAccounts
Usethefollowingsectionstocreate,manageanddeleteyouruseraccounts: CreatingandEditingUserAccountsonpage232 DeletingUserAccountsonpage232 ConfiguringUserSettingsonpage233 ConfiguringUserRestrictionsonpage235 ConfiguringUserPermissionsonpage236 ConfiguringEmailSettingsonpage240 ConfiguringGoogleCalendarSettingsonpage241

CreatingandEditingUserAccounts
Takethefollowingstepstocreateauseraccount: 1 ClickUseraccountsinthetoolbar.
Figure 218 UserAccounts

2 Tocreateanewaccount,clickCreateauseraccount. Toeditanexistinguseraccount,clicktheuseraccountsEditicon. 3 TheCreateuserorEdituserscreendisplaysattheUserSettingstab.Configurethe settingsinthisscreen(seeConfiguringUserSettingsonpage233). 4 WhenyouhavefinishedconfiguringtheUsersettingsscreen,clicktheUser restrictionstab(seeConfiguringUserRestrictionsonpage235). 5 WhenyouhavefinishedconfiguringtheUserrestrictionsscreen,clicktheUser permissionstab(seeConfiguringUserPermissionsonpage236). 6 WhenyouhavefinishedconfiguringtheUserpermissionsscreen,clicktheEmail settingstab(seeConfiguringEmailSettingsonpage240). 7 Whenyouhaveconfiguredthenewuseraccount,clickSavetofinishsettingupthe account.Alternatively,clickCanceltoreturntotheUseraccountsscreenwithout savingyourchanges.

DeletingUserAccounts
TakethefollowingstepstoremoveauseraccountfromInterspireEmailMarketer. 1 ClickUseraccountsinthetoolbar.

CONFIGURINGUSERACCOUNTS 233
Figure 219 DeleteaUserAccount

2 Dooneofthefollowing: SelectthecheckboxtotheleftoftheuseraccountsUsernameandclickDelete selected. ClicktheDeletelinkintheActioncolumn.

ConfiguringUserSettings
TheUsersettingscreenallowsyoutocontrolauseraccountspersonaldetails(username, password,emailaddress,timezone,etc.),andadministrativesettingssuchas: WhetherafooterisaddedtoHTMLandtextemails. Whethertheaccountisactive,andmaybeusedtosendemails. Whethertheusermayeditaccountsettings. Whethertheuserseesemailmarketingtips. WhethertheusermayusetheHTMLeditor(anduseittoproduceXHTMLoutput). ClickUseraccountsinthetoolbar,thenclicktheUsersettingstab.

234 CONFIGURINGUSERACCOUNTS
Figure 220 UserSettings

Table 58 UserSettings

Username Password Password(confirm) Fullname Emailaddress Usertimezone

Enterthenameyouwanttogivetothisuseraccount(required). Enterthepasswordforthisuseraccount(required). ReenterthePassword(required). Entertheusersfullname. Entertheusersemailaddress(required).Iftheuserrequeststheaccount password,itissenttothisaddress. Selectthetimezoneinwhichtheuserislocated(required).Timerelated reportsandstatisticsviewedbytheviewerareconvertedtothistimezone automatically. ThisisthefooterthatdisplaysatthebottomofHTMLemailssentbythis user.IfyoudonotwanttoaddafootertoHTMLemails,leavethisfield blank. Thisisthefooterthatdisplaysatthebottomoftextemailssentbythis user.Ifyoudonotwanttoaddafootertotextemails,leavethisfield blank. Enterthetypesofeventthatdisplaybydefaultwhenthisusermanually createsacontacteventlogentry. Note:Thisfeaturedoesnotlimittheeventtypesthattheusercanenter foracontacteventlogentry;theusercanalsoenteradditionalevent types.

HTMLfooter

Textfooter

Events

CONFIGURINGUSERACCOUNTS 235
Table 58 UserSettings

Active Editownsettings

Selectthisiftheusermayloginandusetheaccount.Deselectthisifthe usermaynotlogintotheaccount,butshouldstillexistinthesystem. Selectthisiftheusermayedittheaccountsettings.Theusermayeditall settingsexceptthoseintheUserpermissionstab.Deselectthisiftheuser maynoteditaccountsettings. Selectthisifyouwanttheusertoseetheemailmarketingtipsthatdisplay atthetopofmanyGUIscreens,suchasthefollowingexample.

Figure 221 EmailMarketingTip

Showinfotips

Ifyoudonotwanttheuserofthisaccounttoseemarketingtips,deselect thisoption. UsetheWYSIWYG editor SelectthisiftheusermayusetheHTMLWYSIWYG(WhatYouSeeIs WhatYouGet)editorintheEmailcampaigns>Createanemailcampaign screens(andtheTemplates>CreateacustomtemplateandTemplates >Customemailtemplates>Editcustomtemplatescreens,iftheuseris permittedtomodifytemplates). Selectthisifyouwanttheusertoseealistofrecentlyvisitedpagesatthe topofeachscreen.Theusercanthenclickalinktojumpbacktothe relevantpage.

Recentactivitylog

ConfiguringUserRestrictions
UsetheUserrestrictionsscreentoconfigurethenumberofcontactlistsusersmaycreate, andthenumberofemailsusersmaysend. ClickUseraccountsinthetoolbar,thenclicktheUserrestrictionstab.
Figure 222 User Restrictions

Table 59 CreateUser:UserRestrictions

Numberofcontact lists

SelectUnlimitedcontactlistsifusersofthisaccountmaycreateasmany contactlistsastheyrequire. Ifyouwanttolimitthenumberofcontactlistsusersofthisaccountcan create,deselectthisoption.AMaximumnumberofcontactlistsfield displays.Enterthelimityouwanttoplaceoncontactlistsforthisaccount. SelectUnlimitedemailsperhourifusersofthisaccountmaysendas manyemailsastheyrequireineachhour. Ifyouwanttolimitthenumberofemailsusersofthisaccountcansendin eachhour,deselectthisoption.AMaximumnumberofemailsperhour fielddisplays.Enterthelimityouwanttoplaceonemailsperhourforthis account.

Emailsperhour

236 CONFIGURINGUSERACCOUNTS
Table 59 CreateUser:UserRestrictions

Emailspermonth

SelectUnlimitedemailspermonthifusersofthisaccountmaysendas manyemailsastheyrequireineachcalendarmonth. Ifyouwanttolimitthenumberofemailsusersofthisaccountcansendin eachcalendarmonth,deselectthisoption.AMaximumnumberofemails permonthfielddisplays.Enterthelimityouwanttoplaceonemailsper calendarmonthforthisaccount. SelectUnlimitedemailsifusersofthisaccountmaysendasmanyemails astheyrequire. Ifyouwanttolimitthenumberofemailsusersofthisaccountcansend, deselectthisoption.ATotalmaximumnumberofemailsfielddisplays. Enterthelimityouwanttoplaceonemailsforthisaccount.Ifyouselect thisoption,thenumberyouenterinthisfielddecreasesastheuserofthe accountsendsemails.Forexample,ifyouenter1000inthisfield,and theusersubsequentlysendsfiftyemails,thenexttimeyouviewthispage thefieldwillread950.

Totalnumberof emails.

ConfiguringUserPermissions
UsetheUserpermissionsscreentoconfiguresettingsspecifyingtheInterspireEmail Marketerfeaturesusersmayaccess,andtheirlevelofaccess.Youcancustomizeeach settingmanually,orselectfromanumberofpresetadministrativelevels. ClickUseraccountsinthetoolbar,thenclicktheUserpermissionstab.

CONFIGURINGUSERACCOUNTS 237
Figure 223 Create User: User Permissions

238 CONFIGURINGUSERACCOUNTS

Table 60 CreateUser:UserPermissions

Administratortype

Specifythetypeofuserforthisaccount.Eitherselectanoptionfromthe dropdownlist,orselectCustomandselecttheoptionsintherestofthis screenmanually. SelectSystemadministratortogivetheuseraccesstoallaspectsof InterspireEmailMarketer(excepttheXMLAPI). SelectListadministratortogivetheuseraccesstothefeatureslisted intheListpermissionssectionofthisscreen,Contactliststatisticsin theStatisticspermissionssection,andtheListadministratoroption oftheAdministratorpermissionssection. SelectEmailcampaignadministratortogivetheuseraccesstothe featureslistedintheEmailcampaignpermissionssectionofthis screen,andViewEmailCampaignStatisticsintheStatistics permissionssection. SelectTemplateadministratortogivetheuseraccesstothefeatures listedintheTemplatepermissionssectionofthisscreen,andthe TemplateadministratoroptionoftheAdministratorpermissions section. SelectUseradministratortogivetheuseraccesstoUseraccount statisticsintheStatisticspermissionsection,Useradministratorin theAdministratorpermissionssection,andUserSMTPSettingsand ShowSMTP.comoptionintheOtherPermissionssection. featureslistedintheTemplatepermissionssectionofthisscreen,and theTemplateadministratoroptionoftheAdministratorpermissions section.

Autoresponder permissions Websiteform permissions Listpermissions

Selecttheactionsauserofthisaccountmaytakerelatedto autorespondersintheAutoresponders>Viewautorespondersand Createautorespondersscreens. Selecttheactionsauserofthisaccountmaytakerelatedtowebsite forms. Selecttheactionsauserofthisaccountmaytakerelatedtocontactlists andbouncedemails.

Segmentpermissions Selecttheactionsauserofthisaccountmaytakerelatedtocontactlist segments.Segmentsaregroupsofcontactsinalistthatsharecertain features(suchasallcontactswhoseaddressesendin.com,forexample. Customfield permissions Emailcampaign permissions Triggerspermissions Contactpermissions Selecttheactionsauserofthisaccountmaytakerelatedtocustomfields. Selecttheactionsauserofthisaccountmaytakerelatedtoemail campaigns. Selecttheactionsauserofthisaccountmaytakerelatedtoevent triggers. Selecttheactionsauserofthisaccountmaytakerelatedtocontactsin yourcontactlistsandsuppressionemaillists(listsofemailaddressesthat remaininthecontactlistbutdonotreceiveemails).

Templatepermissions Selecttheactionsauserofthisaccountmaytakerelatedtotemplates. Statisticspermissions Selectthetypeofstatisticsauserofthisaccountmayview.

CONFIGURINGUSERACCOUNTS 239
Table 60 CreateUser:UserPermissions(continued)

Administrator permissions

Ifyouwanttoassignotherpermissionstousersofthisaccount,selectthe appropriateoptionoroptions. SelectSystemadministratortoallowusersofthisaccounttoaccess thesettingspage,andalllistsandusers. SelectUseradministratortoallowusersofthisaccountnoadditional access. SelectListadministratortoallowusersofthisaccounttoaccessand editallcontactlistsforallusers. SelectTemplateadministratortoallowusersofthisaccounttoaccess andeditalltemplatesforallusers. SelectUserSMTPsettingstoallowusersofthisaccounttoedittheirown SMTP(SimpleMailTransferProtocol)settings. SelectShowSMTP.comoptiontoallowusersofthisaccounttohavethe optiontosendtheiremailsusingsmtp.comsservice. SelectthistoallowusersofthisaccounttousetheInterspireEmail MarketersXMLAPI(eXtensibleMarkupProtocolApplication ProgrammingInterface). Thissectioncontainsaccesspermissionsthatrelatetotheaddonmodules currentlyinstalledandenabledinInterspireEmailMarketer(see ManagingAddonSettingsonpage256).Selecttheactionsthatauserof thisaccountmayperform. Thissectioncontrolsthecontactliststhatusersofthisaccountmayuse. SelectAllcontactliststoallowusersofthisaccounttouseeverycontact liststoredinInterspireEmailMarketer. SelectUsersownlistsplusthefollowingliststoallowtheusertoaccess contactlistsconfiguredintheusersaccount,plustheotherliststhat displaybelow(ifothercontactlistsarealreadyconfigured). Note:Theotherpermissionsinthisscreenalsoaffectthissection.For example,usersofanaccountwhichhasEditcontactliststurnedoff intheListpermissionssectionwillnotbeabletoviewsegmentsfor otheraccounts,eveniftheyarepermittedtointhissection.

Otherpermissions

EnabletheXMLAPI

Addonpermissions

Contactlists

240 CONFIGURINGUSERACCOUNTS
Table 60 CreateUser:UserPermissions(continued)

Segmentlist

Thissectioncontrolsthetemplatesthatusersofthisaccountmayuse. SelectAlltemplatestoallowusersofthisaccounttouseeverytemplate storedinInterspireEmailMarketer. SelectUsersowntemplatesplusthefollowingtoallowtheuserto accesstemplatesconfiguredintheusersaccount,plusthecustom templatesthatdisplaybelow(ifcustomtemplatesalreadyexist). Note:Theotherpermissionsinthisscreenalsoaffectthissection.For example,usersofanaccountwhichhasViewsegmentsturnedoff intheSegmentPermissionssectionwillnotbeabletoview segmentsforotheraccounts,eveniftheyarepermittedtointhis section.

Templates

Thissectioncontrolsthecontactlistsegmentsthatusersofthisaccount mayuse. SelectAllsegmentstoallowusersofthisaccounttouseeverycontactlist segmentstoredinInterspireEmailMarketer. SelectUsersownsegmentsplusthefollowingliststoallowtheuserto accesscontactlistsegmentsconfiguredintheusersaccount,plusthe otherliststhatdisplaybelow(ifothercontactlistsarealreadyconfigured). Note:Theotherpermissionsinthisscreenalsoaffectthissection.For example,usersofanaccountwhichhasEdittemplatesturnedoffin theTemplatePermissionssectionwillnotbeabletoedittemplates forotheraccounts,eveniftheyarepermittedtointhissection.

ConfiguringEmailSettings
UsetheEmailsettingsscreentoconfigureeachuseraccountsSMTP(SimpleMailTransfer Protocol)settings.Takethefollowingsteps: 1 ClickUseraccountsinthetoolbar,thenclicktheEmailsettingstab.
Figure 224 Create User: Email Settings

2 Setupthisuseraccountsemailserversettings: SelectUsemydefaultSMTPservertohavethisaccountuseInterspireEmail Marketerserversdefaultsettings. IfyouwanttoconfigureanSMTPserverforthisaccountalone,selectLetmespecify myownSMTPserverdetails.Thefollowingscreendisplays.

CONFIGURINGUSERACCOUNTS 241
Figure 225 UserAccount:SMTPServerDetails

SpecifytheSMTPhostname(required). IfyourSMTPserverrequiresausernameandpasswordforauthentication,enter theminthefieldsSMTPusernameandSMTPpasswordfields. IfyourSMTPserverusesanonstandardportnumber,enteritintheSMTPportfield (thestandardSMTPportnumberis25). ToensurethattheSMTPsettingsarefunctioningcorrectly,enteranemailaddressin theTestSMTPsettingsfieldandclickTestSMTPsettingstosendanemailtothe specifiedaddress. Ifyouwantusersofthisaccounttousesmtp.comsservertosendemail,clickSign upforanSMTP.comaccount.Thefollowingscreendisplays.
Figure 226 UserAccount:SignupForsmtp.comService

ClickSignupforanSMTP.comaccounthereandfollowtheinstructionsinthe screenthatdisplays. Whenyouhavesignedupandreceivedyoursmtp.comSMTPserversettings,select LetmespecifymyownSMTPserverdetailsandenterthedetailsyouweregiven.

ConfiguringGoogleCalendarSettings
UsetheGoogleCalendarsettingsscreentoconfigureeachusersGoogleCalendaraccount settings.Takethefollowingsteps: 1 ClickUseraccountsinthetoolbar,thenclicktheGooglecalendarsettingstab.

242 CONFIGURINGUSERACCOUNTS
Figure 227 Create User: Google Calendar Settings

2 SetupthisuseraccountsGooglecalendarsettings: IntheUsernamefield,enterthenamewithwhichtheuserlogsintoGoogle Calendar. InthePasswordfield,enterthepasswordassociatedwiththeaboveusername. 3 ClickTestlogin.InterspireEmailMarketerchecksthelogindetailsyouentered,and displaysadialogboxthatletsyouknowiftheyarecorrectorincorrect. 4 Ifthedetailsarecorrect,clickSave.

243

UsingInterspireEmailMarketer Settings
ThischapterdiscusseshowtousetheSettingslinkinthetoolbar.
Figure 228 TheSettingsLink

InterspireEmailMarketerSettingsOverview
UsetheSettingsscreentocontrol: Toplevelapplicationsettings(seeManagingApplicationSettingsonpage243). Globalemailsettings(seeManagingEmailSettingsonpage245). Cronjobs(seeManagingCronJobsonpage250). Loginsecuritysettings(seeManagingSecuritySettingsonpage255). Addonsettings(seeManagingAddonSettingsonpage256).

ManagingApplicationSettings
UseApplicationsettingsscreentoviewandmanagetoplevelapplicationsettingsuchas: InterspireEmailMarketersURL. Yourcontactemailaddress(forforgottenpasswordrequestsfromusers). IPaddresstracking. InterspireEmailMarketerssystemmessage(usethistoinformusersaboutscheduled maintenance,andsoon). InformationaboutInterspireEmailMarketersdatabase(suchaslogindetails,location, typeandversion). Licensekeyinformation. Youcanalsotesttheemailsendingsystem. Takethefollowingstepstoconfigureapplicationsettings: 1 ClickSettingsinthetoolbar.TheApplicationsettingstabdisplaysbydefault. Configureyoursettings.

244 USINGINTERSPIREEMAILMARKETERSETTINGS
Figure 229 Settings:ApplicationSettings

Table 61 Settings:ApplicationSettings

MiscellaneousSettings ApplicationURL ContactEmail Address IPAddress Tracking SystemMessage EnterInterspireEmailMarketersfullURL(UniformResourceLocator),for examplehttp://www.somedomain.com/somefolder/. Entertheemailaddresstowhichusersforgottenpasswordrequests shouldbesent. SelectthistologtheIPaddressusedwhenacontactsubscribestoor unsubscribesfromalist. DeselectthisifyoudonotwanttologIPaddresses. Ifyouwantamessagetodisplaytoyouruserswhentheyloginto InterspireEmailMarketer,enterthemessagehere.Themessagedisplays beneaththeusagegraphintheHomescreen. ThisdisplaysthetypeofdatabaseInterspireEmailMarketerisusing.See theDatabaseversionfieldforthedatabaseapplicationsversiondetails. Entertheusernameyouusetologintothedatabase. Ifyourdatabaserequiresapasswordforlogin,enterithere. EnterthehostnameorIPaddressofthedatabaseInterspireEmail Marketeruses. EnterthenameofthedatabaseInterspireEmailMarketeruses. Entertexttoaffixtotables.Usethisifyourdatabaseincludesmultiple tables.

DatabaseDetails DatabaseType DatabaseUser Database Password Database Hostname DatabaseName DatabasePrefix

USINGINTERSPIREEMAILMARKETERSETTINGS 245
Table 61 Settings:ApplicationSettings

DatabaseVersion

ThisdisplaystheversionnumberofthedatabaseapplicationInterspire EmailMarketerisusing. Note:InterspireEmailMarketersupportsMySQLv4.0andabove,and PostgreSQLv7.4andabove.

LicenseKeyDetails LicenseKey EnterthelicensekeyyouweregivenwhenyoupurchasedInterspireEmail Marketer. Note:Ifyouarenotsurewhattoenterhere,contactyourvendor. TestSending TestSending System Enteranemailaddress(towhichyouhaveaccess)inthisfieldandclick Sendtotesttheemailsendingsystem.Iftheemailarrivesintheaddresss inbox,thesendingsystemisworkingcorrectly. Note:ConfigureglobalemailserversettingsintheEmailsettingstabs Mailserverdetailssection.

2 ClickSavetosaveyourchanges.Alternatively,clickCanceltoreturntotheHome screenwithoutsavinganychanges.

ManagingEmailSettings
UsetheEmailsettingsscreentoviewandmanageglobalemailsettingsrelatingto: Emailsize,rateandnumber. Resendattempts. Themaximumsizeofimagesusersmayuploadanduseincampaigns. Emailfooters. Unsubscribelinks. Attachments. Embeddedimages. Testmode(whenintestmode,noemailsaresenttocontacts). Mailserverdetails. Defaultbouncedemailsettings. Note:Thefieldsinthisscreencontrolglobalsettings.Toconfigureuserspecificemail settings,usetheUseraccounts>Emailsettingsscreen(seeConfiguringEmail Settingsonpage240). Takethefollowingstepstoconfigureglobalemailsettings: 1 ClickSettingsinthetoolbar,thenclickEmailsettings.Configureyoursettings.

246 USINGINTERSPIREEMAILMARKETERSETTINGS
Figure 230 Settings:EmailSettings

Table 62 Settings:EmailSettings

EmailSettings EmailSize Warning YoucanhaveInterspireEmailMarketerdisplayawarningmessageifa usertriestosendanemailorautoresponderoveracertainsize. Enterthesize(inkilobytes)abovewhichthiswarningshoulddisplay. Note:Enterzero(0)tonotsandemailsizewarnings.

USINGINTERSPIREEMAILMARKETERSETTINGS 247
Table 62 Settings:EmailSettings

EmailSize Maximum

Enterthemaximumsize(inkilobytes)foranemailcampaignor autoresponder.InterspireEmailMarketerwontsendanemailcampaign largerthanthis. Note:Enterzero(0)toallowemailcampaignsandautorespondersof anysize.

MaxHourlyRate

Enterthemaximumnumberofemailsausermaysend,percampaign,per hour. Note:Ifusershavemultiplecampaigns,theymaysenduptothisnumber ofemailspercampaignperhour. Note:Enterzero(0)toallowanynumberofemailspercampaignper hour.

MonthlyLeeway Allowance

Ifyouwanttoallowuserstogoovertheirmonthlyemaillimit,enterthe numberofgraceemailshere. Note:Enterzero(0)toallownograceemails.

MaximumResend EnterthenumberoftimesInterspireEmailMarketerallowsuserstore Attempts sendemailcampaigns. MaximumImage Width Usethis,inconjunctionwiththeMaximumimageheightfield,tolimit thesizeofimagesusersmayuploadtotheInterspireEmailMarketer server. Enterthemaximumimagewidth(xaxis)inpixels. Usethis,inconjunctionwiththeMaximumimagewidthfield,tolimitthe sizeofimagesusersmayuploadtotheInterspireEmailMarketerserver. Enterthemaximumimageheight(yaxis)inpixels. IfyouwanttoaddinformationtoeveryHTMLemail,enterthe informationhere. Note:IfyoualsosetauserspecificHTMLfooter(seeConfiguringUser Settingsonpage233),theglobalfooterdisplaysaftertheuser specificfooter. GlobalTextFooter Ifyouwanttoaddinformationtoeveryplaintextemail,enterthe informationhere. Note:Ifyoualsosetauserspecifictextfooter(seeConfiguringUser Settingsonpage233),theglobalfooterdisplaysaftertheuser specificfooter. ForceUnsubscribe Selectthistoensurethatallemailsandautoresponderssentbyusers Link includeanunsubscribelink(the%%unsubscribelink%%variable). Deselectthistoallowuserstosendemailsandautoresponderswithout unsubscribelinks. Allow Attachments AllowEmbedded Images Selectthistoallowuserstoattachfilestotheiremailsand autoresponders. Deselectthistoforbidusersfromattachingfiles. Selectthistoallowuserstoembedimagesintheiremailsand autoresponders. Deselectthistoforbidusersfromembeddingimages.

MaximumImage Height GlobalHTML Footer

248 USINGINTERSPIREEMAILMARKETERSETTINGS
Table 62 Settings:EmailSettings

SendinTestMode Selectthistoactivatetestmode.Intestmode,emailsarenotsent.This allowsuserstotestInterspireEmailMarketerwithoutthedangerof sendingemailstocontactlists. Deselectthistodeactivatetestmode. MailServerDetails UseSMTPServer UsethefieldsinthissectiontoconfigureglobalSMTPsettings. SelectUsemydefaultmailsettingstousethedefaultsettings configuredonInterspireEmailMarketersserver. SelectLetmespecifymyownSMTPserverdetailsifyouhave anotherSMTPserveryouwanttouse. SelectSignupforansmtp.comaccountifyouwanttouse smtp.comsservicesforsendingmail. SeeManagingGlobalSMTPSettingsonpage249formoredetails.

DefaultBounceDetails

USINGINTERSPIREEMAILMARKETERSETTINGS 249
Table 62 Settings:EmailSettings

DefaultBounce Details

Selectthistospecifytheglobaldefaultmethodforhandlingbounced emails. Note:Bouncedemailsareemailsthatcouldnotbedeliveredtothe intendedrecipient. Thefollowingfieldsappearwhenyouselectthisoption. DefaultBounceAddress:entertheemailaddresstowhichbounced emailsshouldbesentbydefault. DefaultBounceServer:enterthenameoftheserveryouwanttousefor handlingbouncedemailsbydefault. Note:Ifyourserverusesanonstandardport,entertheportnumberafter thehostnameintheformathostname:port. DefaultBounceUsername:entertheusernamefortheDefaultbounce server. DefaultBouncePassword:enterthepasswordassociatedwiththe Defaultbounceusername. IMAPEmailAccount:selectthisiftheaccountontheDefaultbounce serverisanIMAP(InternetMessageAccessProtocol)account. DeselectthisiftheaccountontheDefaultbounceserverisaPOP3(Post OfficeProtocolversion3)account. UseExtraMailSettings:selectthisifyouneedtoconfiguretheDefault bounceserveraccountfurther.Thefollowingfieldsdisplay: Donotvalidatecertificate:selectthisifyoudonotwanttovalidate theserversSSL(SecureSocketsLayer)certificate. Usethisifyourserverusesaselfsignedcertificate.Ifyouarenotsure whetheryourserverusesaselfsignedcertificate,donotselectthis. DonotuseTLS:selectthisifyoudonotwanttouseTLS(Transport LayerSecurity)toconnecttotheserver.Ifyouarenotsurewhether youwanttouseTLS,donotselectthis. DonotuseSSL:selectthisifyoudonotwanttouseSSL(Secure SocketsLayer)toconnecttotheserver.Ifyouarenotsurewhether youwanttouseSSL,donotselectthis. Others:enteranyotheroptionsrequiredtoconnecttotheserver. AgreetoDeleteEmails:selectthisifyouwanttodeleteemailsfromthe serveronceyouhavereadthem.Ifyoudidnotsaveanemailonyour computer,youwillnotbeabletorereadtheemail. TestBounceSettings:clickthistotestthebounceemailaccountby sendingatestemail.

2 ClickSavetosaveyourchanges.Alternatively,clickCanceltoreturntotheHome screenwithoutsavinganychanges.

ManagingGlobalSMTPSettings
TakethefollowingstepstoconfigureglobalSMTPsettings: 1 ClickSettingsinthetoolbar,thenclicktheEmailsettingstab. 2 SetupthisglobalemailserversettingsintheMailServerDetailssection:

250 USINGINTERSPIREEMAILMARKETERSETTINGS SelectUsemydefaultSMTPservertousethedefaultserverforInterspireEmail Marketer.ConfigurethedefaultserverintheSettings>Emailsettingsscreen. IfyouhaveotherSMTPserverdetailsthatyouwanttouse,selectLetmespecifymy ownSMTPserverdetails.Thefollowingscreendisplays.

Figure 231 EmailSettings:SMTPServerDetails

SpecifytheSMTPhostname(required). IfyourSMTPserverrequiresausernameandpasswordforauthentication,enter themintheSMTPusernameandSMTPpasswordfields. IfyourSMTPserverusesanonstandardportnumber,enteritintheSMTPportfield (thestandardSMTPportnumberis25). ToensurethattheSMTPsettingsarefunctioningcorrectly,enteranemailaddressin theTestSMTPsettingsfieldandclickTestSMTPsettingstosendanemailtothe specifiedaddress. Ifyouwanttousesmtp.comsservertosendemail,clickSignupforanSMTP.com account.Thefollowingscreendisplays.
Figure 232 EmailSettings:SignupForsmtp.comService

ClickSignupforanSMTP.comaccounthereandfollowtheinstructionsinthe screenthatdisplays. Whenyouhavesignedupandreceivedyoursmtp.comSMTPserversettings,select LetmespecifymyownSMTPserverdetailsandenterthedetailsyouweregiven.

ManagingCronJobs
Cronjobsareoperationsthatrunonyourserveratprescheduledtimes(cronisan abbreviationofchronograph).Cronreliesoncrontabs;configurationfilesthatmanage cronjobs. Cronjobscaninvokestandardcommandlinecommands,orcallscripts.

USINGINTERSPIREEMAILMARKETERSETTINGS 251 Note:Inordertoprocesscronjobs,yourservermustberunningcron.Contactyourservice providerforinformation. InterspireEmailMarketerusescronjobstoautomaticallysendprescheduledemail campaignsatspecifiedtimes,andtoprocessautorespondersandbouncedemailsat specifiedintervals. Note:ScheduleemailcampaignsintheEmailcampaigns>Sendemailcampaignscreens. Tosetupcronjobs,youneedto: ConfigurecronsettingsinInterspireEmailMarketer(seepage251). Configureyourserverscrontabfiletorunthecronjob(seepage252).

ConfiguringCronJobsinInterspireEmailMarketer
TakethefollowingstepstoconfigurecronjobsinInterspireEmailMarketer. 1 ClickSettingsinthetoolbar.Then,clicktheCronjobstab.
Figure 233 Settings:CronJobs

2 SelectYes,Iwanttoenablecronsupport. IfyouwanttoturnInterspireEmailMarketerscronsupportoff,deselectYes,Iwant toenablecronsupport.Therestofthefieldsinthisscreenarehidden. Note:Cronisenabledbydefault. 3 UsetheRuneveryliststoselectthefrequencywithwhichyouwanttorunthe followingcronjobs: Autoresponders:thiscontrolssendingresponsestocontactswhojoinyourcontact lists.

252 USINGINTERSPIREEMAILMARKETERSETTINGS Bounceprocessing:thiscontrolsemailsthatcouldnotbedeliveredtotheir recipients. Scheduledsending:thiscontrolssendingprescheduledemailcampaigns. Triggerssending:thiscontrolssendingemailcampaignsinitiatedbyatriggerevent. Triggersprocessing:thiscontrolsperformingallactions(includingadministrative actions)specifiedintriggers. Splittestcampaigns:thiscontrolsperformingsplittestingoftwoormoreemail campaigns. Ifyouwanttostopacronjob,selectDisableinitsRuneverylist. TheLastrunfieldsdisplaythetimeatwhichthejobwaslastperformed.TheNextrun fielddisplaysthetimeatwhichthejobisnextscheduledtorun. 4 ClickSavetosaveyourchangesinthisscreen.Alternatively,clickCanceltoreturnto theHomescreenwithoutsavingyourchanges.

ConfiguringCronSupportonYourServer
Takethefollowingstepstoconfigurecronsupportonyourserver: 1 ClickSettingsinInterspireEmailMarketerstoolbar.Then,clicktheCronjobstab(see Figure233onpage251). 2 CopythecommandintheCroncommandtorunfield.Thisisthepathtothebatch scriptthatrunsInterspireEmailMarketerscronjobs. 3 NotethemostfrequententryintheRuneverycolumn.Youwillneedtoconfigurethe cronjobtorunonyourserveratleastasoftenasthis. 4 Logintoyourserverandconfigurethecrontabfiletorunthecommandyoucopied fromInterspireEmailMarketersCroncommandtorunfield. Forinformationonconfiguringyourserverscrontabviacommandlinecommands, seepage252. Forinformationonconfiguringyourserverscrontabviaagraphicalinterfacesuchas cPanel,seepage253.

ConfiguringCronViaCommands
Tosetupcronviacommandlineinterface,telnettoyourserver,oruseitscontrolpanel commandlineinterface.Entertheeditcrontabcommand:
crontab -e

Next,configurethecronjob.EnterthecommandyoucopiedfromInterspireEmail MarketersCroncommandtorunfield,precededbyfiveasterisks:
*****/path/to/php -f /path/to/emailmarketer/admin/cron/cron.php

Note:Thiscommandisonlyanexample;yoursmaybedifferent. Theasterisksallowyoutospecifythefrequencywithwhichthe.../cron.php scriptis called,asshown:

USINGINTERSPIREEMAILMARKETERSETTINGS 253
Figure 234 CronTimingConfiguration

Note:FortheDayofweek,youcanalsoenterthefullday(forexample,tuesday).Thisis notcasesensitive. Anasteriskindicatesawildcard.Thus,ifyouenter*****thescriptisruneveryminute ofeveryhourofeverydayofeverymonth. Alternatively,youcanenteranumbertospecifyatime,orenterarange(36,for instance). Youcanalsospecifyfrequencybyentering*/n,meaningeverynunits.So,entering */5intheMinuteofhourcolumnmeanseveryfiveminutes. Note:Ifyouhavenospecificreasontolimitfrequency,itisrecommendedthatyousetyour crontoruneveryminute;thisallowsyoutouseInterspireEmailMarketersemail schedulingfeaturewithminutetominuteprecision.Youcansetotherfeatures (autorespondersandbounceprocessing)torunmoreinfrequentlyinInterspireEmail Marketersinterface,ifrequired.

ConfiguringCronViaaGraphicalInterface
Dependinguponyourserversconfiguration,youmaybeabletoconfigurecronjobsusinga graphicaluserinterfacesuchascPanelorPlesk.ThisexampleusescPanelX. 1 LogintocPanelandselectAdvanced>Cronjobs.
Figure 235 cPanel:Advanced

2 SelectStandard(step3)orAdvanced(step4).

254 USINGINTERSPIREEMAILMARKETERSETTINGS
Figure 236 cPanel:StandardorAdvancedCronMode

3 IfyouselectedStandard:
Figure 237 cPanel:StandardCronSetup

PastethecommandyoucopiedfromInterspireEmailMarketersCroncommandto runfieldintocPanelsCommandtorunfield. ConfiguretheMinute(s),Hour(s),Day(s),Month(s)andWeekday(s)fields.Select thefrequencyyourequirefromthelists. Note:Ifyouenteranemailaddressinthefieldatthetopofthescreentoreceiveamessage everytimethejobruns,bearinmindthatthismaybequitefrequent. ClickSavecrontab.Alternatively,clickResetchangestoreturnthefieldsinthis screentotheirdefaults. 4 IfyouselectedAdvanced:

USINGINTERSPIREEMAILMARKETERSETTINGS 255
Figure 238 cPanel:AdvancedCronSetup

PastethecommandyoucopiedfromInterspireEmailMarketersCroncommandto runfieldintocPanelsCommandfield. ConfiguretheMinute,Hour,Day,MonthandWeekdayfields.Usetheoptions definedinConfiguringCronViaCommandsonpage252todefinethejobs frequency. Note:Ifyouenteranemailaddressinthefieldatthetopofthescreentoreceiveamessage everytimethejobruns,bearinmindthatthismaybequitefrequent. ClickAddcronjob.Then,clickCommitchanges.Alternatively,clickResetchanges toreturnthefieldsinthisscreentotheirdefaults.

ManagingSecuritySettings
TheSecuritysettingstaballowstopreventautomatedattacksandpasswordguessing attemptsbylockingoutpeoplewhorepeatedlyprovideincorrectlogindetails.Youcan specifythenumberoftimesthatusersmayattempttologin,andthelengthoftimefor whichuserswhoexceedthisnumberofloginattemptsarelockedout. Whenauserislockedout,loginattemptsfromtheusersIPaddressarenotallowed.The amountoftimethattheusermustwaitbeforetryingagaindisplays.
Figure 239 UserLockedOut

Youcanalsosetatimedelayfortheloginscreen.Whenyoudothis,auserwhohas providedincorrectlogindetailsmustwaitthespecifiednumberofsecondsbeforebeing abletoattempttologinagain. TomanageInterspireEmailMarketersloginsecuritysettings:

256 USINGINTERSPIREEMAILMARKETERSETTINGS 1 ClickSettingsinthetoolbar,thenclicktheSecuritysettingstab.

Figure 240 Settings:SecuritySettings

2 Ifyouwanttosetatimedelayforloginattempts,selectEnableloginfailurewaitand selectthedelaytime(inseconds)fromthelistthatdisplays. 3 Ifyouwanttopreventuserswhorepeatedlyprovideincorrectlogininformationfrom attemptingtologinagainafteraspecifiedtime,selectEnableloginfailureIPban. IntheThresholdfield,selectthenumberoffailedloginattemptspermitted(fromthe sameIPaddress)inthefirstlist,andthetimeperiodinwhichthesefailedattempts mustoccurinthesecondlist. IntheBanIPfield,selectthelengthoftimeforwhichtheIPaddressisbannedfrom attemptingtologin. 4 ClickSavewhenyouhavefinished.

ManagingAddonSettings
TheAddonssettingstaballowsyoutoinstallandenableadditionaladdonsoftware modulesthatenhanceInterspireEmailMarketer. TomanageInterspireEmailMarketersaddonsettings,clickSettingsinthetoolbar,then clicktheAddonssettingstab.
Figure 241 Settings:AddonsSettings

Note:Theabovefiguredisplaystheavailableaddonsatthetimeofwriting.Bythetimeyou readthis,othersmaybeavailable.

USINGINTERSPIREEMAILMARKETERSETTINGS 257

Table 63 Settings:AddonsSettings

Name Description Version Installed

Thisdisplaysthenameoftheaddonmodule. Thisdisplaysashortdescriptionoftheaddonmodulespurpose. Thisdisplaystheaddonmodulesversionnumber. Atick( )displaysiftheaddonmoduleisinstalledinInterspireEmail Marketer.Clicktheticktouninstalltheaddonmodule. Note:Whenyouuninstallanaddonmodule,allrelatedsettingsanddata aredeleted,andcannotberetrieved. Across( )displaysiftheaddonmoduleisnotinstalledinInterspire EmailMarketer.Clickthecrosstoinstalltheaddonmodule.

Enabled

Atick( )displaysiftheaddonmoduleiscurrentlyactive.Clickthe ticktodisabletheaddonmodule. Note:Whenyoudisableanaddonmodule,itsrelatedsettingsanddata arenotdeleted. Across( )displaysiftheaddonmoduleisnotcurrentlyactive.Click thecrosstoenabletheaddonmodule.

Action

Someaddonmoduleshaveconfigurationoptionsthatyoucanconfigure. ClickanaddonmodulesConfigurelinktoseeitsavailableoptions.

258 USINGINTERSPIREEMAILMARKETERSETTINGS

259

UsingTools
ThischapterdiscusseshowtousetheToolsmenuinthetoolbar.
Figure 242 TheToolsMenu

InterspireEmailMarketerToolsOverview
UsetheToolsscreento: SeeinformationaboutyourInterspireEmailMarketerserver(seeViewingSystem Informationonpage259). CheckforupdatestoInterspireEmailMarketer(seeCheckingForUpdatesonpage261). ViewInterspireEmailMarketersPHPerrorlogs(seeViewingErrorLogsonpage261). CheckthatInterspireEmailMarketerscomponentshavethecorrectpermissions necessaryfortheapplicationtofunctioncorrectly(seeCheckingPermissionsonpage 262).

ViewingSystemInformation
UsetheTools>SystemInformationscreentoseeinformationaboutyourInterspireEmail Marketerserversetup. Thefieldsinthisscreenarereadonly,anddisplaytheresultsofInterspireEmailMarketers serversettingdetectionprocess.Ifyouwanttomodifytheserversettingsthatdisplayin thisscreen,contactyourhostorserviceprovider.

260 USINGTOOLS
Figure 243 SystemInformation

Table 64 SystemInformation

Viewfullsysteminfo Productversion Characterset Servertimezone

Clickthislinktoopenanewwindowdisplayingdetailedserver information. ThisdisplaystheapplicationversionnumberofInterspireEmailMarketer. Thisdisplaysthecharactersetusedforsendingemails. ThisdisplaysthetimezoneinwhichInterspireEmailMarketersserveris located.Ifyouaresurethisiscorrect,contactyourhostingservice provider. Note:Ifyouwanttochangethisforanindividualuser,usetheUser accounts>Edit>UsersettingsscreensUsertimezonefield.

Currentservertime PHPversion Safemodeenabled

ThisdisplaysthecurrenttimeintheServertimezone. ThisdisplaystheversionnumberofPHPtheserverisrunning. ThisdisplayswhethertheserverisrunningPHPinsafemode.IfPHPis runninginsafemode,youcannotchangethefromaddressinthe database. ThisdisplayswhethertheserversupportsthePHPIMAP(Internet MessageAccessProtocol)protocol. Note:InterspireEmailMarketerrequiresPHPIMAPtoprocessbounced emails.

Imapsupportfound

Curlsupportfound GDversion

ThisdisplayswhethertheserversupportsCurl. ThisdisplayswhethertheserversupportsthePHPgraphicslibraryGD. InterspireEmailMarketerusestheGDlibrarytocreatetheCAPTCHA imagesyoucaninsertinwebsiteforms. Note:IftheGDgraphicslibraryisnotsupported,itispossibletouseother methodstogenerateCAPTCHAimages.

Modsecurityenabled ThisdisplayswhethertheModSecurityopensourcewebapplication firewallissupportedontheserver.Seewww.modsecurity.org.

USINGTOOLS 261
Table 64 SystemInformation

Serversoftware

Thisdisplaysthewebserverapplicationtheserverisusing.ForLinux, Unix,UnixvariantsandWindows,InterspireEmailMarketersupports Apachev1.3.2andabove.ForWindows,InterspireEmailMarketeralso supportsIIS5andabove. Thisdisplaysdetailsofthedatabasemanagementsystemrunningonthe server.InterspireEmailMarketersupportsMySQLv4.0andabove,and PostgreSQLv7.4andabove.

Databaseversion

CheckingForUpdates
TocheckwhetherupdatestoInterspireEmailMarketerareavailablefromInterspire,click Toolsinthetoolbar,thenclickCheckforupdate. Ifanupdateisavailable,amessagetothateffectdisplays.
Figure 244 UpdateAvailable

ClickOKtoclosethewindow.

ViewingErrorLogs
ToseeInterspireEmailMarketersPHPerrorlog,clickToolsinthetoolbar,thenclickView errorlogs.
Figure 245 ViewingErrorLogs

Table 65 ViewingErrorLogs

Deleteselected entries Deleteallentries

Selectoneormoreentriescheckboxesandclickthistoremove themfromInterspireEmailMarketer.Deletedlogentriescannotbe retrieved. ClickthistoremovealllogentriesfromInterspireEmailMarketer. Deletedlogentriescannotberetrieved.

262 USINGTOOLS
Table 65 ViewingErrorLogs

SelectoneormorelogentriescheckboxesbeforeclickingDelete selectedentries. Selecttheboxatthetopofthecolumntoselectalllogentries.

Severity Errormessage

Thisdisplaystheseverityofthelogentry(Notice,Warningor Error). Thisdisplaysashortdescriptionoftheerrorthatcausedthelog entry.ClickanentrysExpandicon( )toseethefulllogentry message. Thisdisplaystheoriginoftheerror. Thisdisplaysthedateandtimethattheerroroccurred.

Errorsource Date

CheckingPermissions
TocheckthatInterspireEmailMarketerscomponentshavethecorrectpermissions necessaryfortheapplicationtofunctioncorrectly: 1 ClickToolsinthetoolbar,thenclickCheckpermissions.
Figure 246 CheckingPermissions

2 ClickStartchecking.InterspireEmailMarketerchecksyourinstallationspermissions.
Figure 247 PermissionCheckinginProgress

3 Whenithasfinished,thepermissionsreportdisplays.Youcanusethisreporttoassist introubleshootingproblems.

USINGTOOLS 263
Figure 248 PermissionReport

264 USINGTOOLS

265

IV
TROUBLESHOOTINGANDINDEX
Thissectioncontainsthefollowingchapters: Troubleshooting(267) Index(271)

266

267

Troubleshooting
Thischapterdescribessomecommonproblems,andtheirlikelysolutions.Usethischapter todiagnoseandsolveproblemsyoumayhavewithInterspireEmailMarketer. Ifyouarenotsurewhateffectsacertaintroubleshootingactionwillhave,contactthe relevantadministratororserviceprovider,orgetintouchwithcustomersupport.Makeall configurationchangesatyourownrisk! Note:Ifyoucannotperformataskthatyouthinkyoushouldbeableto,themostlikely reasonisthatyouruseraccountdoesnothavetherequiredprivileges.Beforeyou takeanyothersteps,usetheUseraccountsscreens(seeConfiguringUserAccounts onpage231),orcheckwithyourorganizationsInterspireEmailMarketer administrator.

Problem:GeneralProblems
IfInterspireEmailMarketerisnotworkingcorrectly(inamannernotexplainedelsewherein thischapter),manyproblemscanbesolvedbydoingoneorbothofthefollowing: CheckInterspireEmailMarketerspermissions:InterspireEmailMarketers componentsrequirecertainpermissionsinorderforittofunctioncorrectly.Tocheck thatallcomponentshavetherequiredpermissions,clickToolsinthetoolbar,thenclick Checkpermissions.SeeCheckingPermissionsonpage262formoreinformation. UpdatetoanewerversionofInterspireEmailMarketer:whenaknownissuewith InterspireEmailMarketerisdiscovered,itisfixedbyInterspireengineers.Thefixed versionisthenreleasedasanupdatewhichyoucaninstall.Tochecktoseeifupdates areavailable,clickToolsinthetoolbar,thenclickCheckforupdate.SeeCheckingFor Updatesonpage261formoreinformation.

Problem:IForgotMyPassword
1 2 3 4 Gototheloginscreen(seeLoggingIntoInterspireEmailMarketeronpage29). ClicktheForgotyourpassword?link. Inthescreenthatdisplays,enteryourUsername. ClickSendemail.Anemailissenttotheemailaddressassociatedwithyourusername inInterspireEmailMarketer.Followtheinstructionsintheemail.

Problem:ICantSendEmails
Youmayhaveexceededthemailquotaimposedbyyourhost.Thislimitsthenumberof emailsyoumaysendinaspecificperiod.Checkwithyourhostifyouareunsure. YourhostmayrequirethattheemailsyousendhaveaparticularFromorReturnPath (bounce)address,oraspecificdomainname(forexample,anyaccount @exampledomain.com).Checkwithyourhost.

268 TROUBLESHOOTING YourserversIPaddressmayhavebeenblacklisted.Thiscanhappenifemailsfromthe serverappeartobespam.Youcanuseanonlineservicetocheckwhetheryourservers IPisblacklisted,forexampletheAntiAbuseProjectsmultiRBL(RealtimeBlackList) check,atthefollowingURL:

http://www.anti-abuse.org/multi-rbl-check/

IfyouareusingathirdpartySMTPserver,checktoensurethatyourserver,loginand portdetailsarecorrect.Also,ensurethatyouareallowedtomakeconnectionsto remoteserversonthedesiredport.Firewallrestrictionsonoutgoingconnectionsmay disallowthefsockopenPHPfunction.

Problem:ICantImportContactsFromaCSVFile
YoumaynothavepermissiontouploadcontactsfromaCSVfile.Tochangeausers permissions,usetheExportcontactstoafilecheckboxintheUseraccounts>Edit> Userpermissionsscreen. YourCSVfilemaybeincompatiblyformatted.ChecktheCSVformattingtoensurethat itcanbereadbyInterspireEmailMarketer.CheckthattheinformationinyourCSVfileis correctlyformatted: 1 Eachentrymustbeonanewline;onelineofdetailspercontact. 2 Theremustbenoblanklines. 3 Thenumberoffieldsineachcontactsentrymustbeconsistent. Note:MakesureyouareusingaCSVfileandnotanExcel(orotherspreadsheet)file. YourCSVfilemaycontaininformationthatbreachesInterspireEmailMarketers contenttyperules.Forexample,ifsomeoftheemailaddresswithwhichyouwantto populateEmailaddressfieldsinyourcontactlistdonotfollowacorrectemailaddress convention,thedatamayberejected. YourCSVfilemaybetoolarge.Breakthefileintotwohalvesanduploadboth. PHPontheInterspireEmailMarketerservermaybeinsafemode.Checkwithyour serveradministrator.

Problem:BouncedEmailProcessingIsntWorking,OrIsWorking Erratically
Bearinmindthatforbounceprocessingtowork,InterspireEmailMarketermusthave accesstothebouncedemails.Ifyoumanuallydownloadthebouncedemailsfromthe emailserverbeforeInterspireEmailMarketeraccessesthem,theycannotbeprocessed byInterspireEmailMarketer. Ifyoureceivedanerrorrelatingtocertificates,clickSettings>Emailsettings.Lookat theDefaultbouncesettingssectionandensurethatUseextramailsettingsandDo notvalidateservercertificateareselected(checked). Note:Ifyouarenotusingthedefaultbouncesettings,checkthatthesamesettingsare configuredintherelevantEditcontactlistscreen.

TROUBLESHOOTING 269 Ifyouhavesetupthesamebouncesettingsformultiplecontactlists,makesurethatthe settingsarecorrectineachlistthatusesthesameserverforbounceprocessing.Ifthe settingsareincorrectinonelist,alllistsusingthatserverareadverselyaffected.

Problem:CronIsntWorking
EnsurethatcronisenabledintheSettings>Cronjobsscreen. Ensurethatthecronjobiscorrectlyconfigured;forexample,ensurethatitissettouse thefullpath,forexample:
/usr/bin/php -f /path/to/iem/admin/cron/cron.php

andnot
/path/to/iem/admin/cron/cron.php

Ensurethattheemailorautorespondersend,orbounceprocessing,isnotsettorun morefrequentlythanthecronjobonyourserver. IfyouareaWindowsuser,ensurethatScheduledtasksaresettorunfrequently enough. EnsurethatyourcronjobissettousethecorrectpathtoPHP.

Problem:ICantEditForms/IReceiveInternalServer500Errors
Youmayexperiencethisproblemifyourserverhasmod_securityenabled.Checkwith yourserveradministrator.Alternatively,disablemod_securitybyaddingan.htaccess filetoInterspireEmailMarketersrootdirectory,includingthefollowing:
<IfModule mod_security.c> # Turn off mod_security filtering. SecFilterEngine Off

# The below probably isn't needed, but better safe than sorry. SecFilterScanPOST Off </IfModule>

Problem:ICantSaveCampaigns,Autoresponders,orOtherSettings
Makesureyouruserpermissionsallowyoutoperformthedesiredaction.Checkwith theInterspireEmailMarketeradministratorinyourorganization,orchecktheUser accounts>Edit>Userpermissionsscreen.

270 TROUBLESHOOTING MakesurethatyouhavethepermissionsnecessarytowritetotheInterspireEmail Marketerserversadmin/includes/config.phpfileandtheadmin/temp/folder(andall subfolders).Ifyouareunsure,checkwithyourhost.

Problem:ImHavingTroublewiththeWYSIWYG(HTML)Editor
CheckthattheHTMLcodeyouareusingisvalid.Youcanuseanonlineservicesuchasthe WorldWideWebConsortiumsHTMLvalidatortool,availableatthefollowingURL:
http://validator.w3.org/

Makesurethatthebrowseryouareusingtoedityourtemplate,emailorautoresponder doesnothavetheSkypetoolbar,SkypeaddonorRealPlayertoolbarinstalled.Ifyou haveanyoftheseinstalled,disableoruninstallthem.TheycanadverselyaffecttheHTML codeintheeditor.

Problem:IWanttoChangetheTimeZone
Ifyouwanttochangethetimezoneofanindividualuser,seeConfiguringUserSettings onpage233. IfyouwanttochangeInterspireEmailMarketerscoretimezone,youmusteditthe InterspireEmailMarketerdatabase.Thesettingislocatedintheemail_config_settings table.Contactyourserversadministrator. Alternatively,performthefollowingSQLquerytoreconfigurethecoretimezone:
UPDATE email_config_settings SET areavalue="GMT+HH:MM" WHERE area="SERVERTIMEZONE";

whereHH:MMdefinesthenumberofhours(HH)andminutes(MM)afterGreenwich MeanTime(GMT). Note:InterspireEmailMarketerdoesnotmakeallowancefordaylightsavingstimeand othersuchregionalvariations.Ifyouwanttomakechangesforsuchvariations, repeattheprocessabove,modifyingGMT+HH:MMtoreflectthechange.

Problem:IWanttoAddaContacttoMultipleContactLists
YoucannotaddacontacttomultiplelistsusingtheInterspireEmailMarketerinterface. However,youcancreateawebsiteformthatallowsausertojoinmultiplecontactlists. 1 ClickForms>Createwebsiteform. 2 SelectmultiplecontactlistsintheContactlists/customfieldssection. 3 EnsurethattheListchoicesfieldappearsintheChangefieldorder(drag&drop) section. SeeCreatingandEditingFormsonpage214.

INDEX 271

Index
A
A/Btests 25, 81 accesslevels 236 accountstatistics 34, 152, 153 accounts 33 accounts,activating 233 accounts,creatingandediting 232 accounts,deleting 232 accounts,user 231 action,form 178 activatingaccounts 233 activatingemailcampaigns 81 activatingtemplates 91, 206, 210 activitylog 31, 235 addtodictionary 163 addingcontacts 64 addonsettings 243, 256 address 243 addresssuppression 77 addresstracking,IP 243 administrativelevels 236 aesthetics 205 aligncenter 163 alignleft 163 alignright 163 aligningtables 174 alignment,horizontal 176 alignment,vertical 176 alternativetext 171 anchors 164, 166 API 231 ApplicationProcessingInterface attachments 245 audiencetargeting 39 audiencetargetingexample 39 automaticbounceprocessing 47 automaticemails 24 automaticeventlogging 56 automaticsplittesting 82 autoresponderstatistics 34, 144, 146 autoresponders 25, 34, 109, 110, 139, 205

B
backgroundcolor,cell 176 backgroundcolor,table 174 backgroundcolors 205 backgroundimage 169, 185 barringanaddressordomain 77 blacklistedservers 26, 38 bold 163 borders 171, 174 borders,showing 165 bouncereports 26 bouncetracking 26 bouncedemailprocessing 47 bouncedemailprocessing,problems 268 bouncedemailserver 48 bouncedemailsettings,default 245 bouncedemailstatistics 49 bouncedemailtypes 38 bouncedemails 27, 34, 38 branding 205 browserwindow 161 buildingHTMLtemplates 90, 119, 210 builtinfields 55 builtintemplates 33, 205, 211 bulletedlist 163 buttons,inserting 181

seeAPI
applicationsettings 243 archives 167 archivingemailcampaigns 81 arrowicons 32 articles 32, 33 ascendingorder 32 aspectratioofimages 189

272 INDEX

C
Calendar,Google 65, 66, 231, 241 campaignstatistics 140, 141 campaigns 25, 34, 81 CascadingStyleSheets

contactlistsegments 34, 38 contactliststatistics 34, 149, 150 contactlist,addingcontacts 24 contactlists 24, 25, 27, 33, 34, 37, 55, 139, 214,
231

seeCSS
cell 176 cellbackgroundcolor 176 cellheight 176 cellpadding 174 cellproperties,modifying 175 cellspacing 174 cellwidth 176 centeralign 163 character,enclosing 72 character,insert 165 character,separator 72 checkboxes 27, 135, 177 checkboxes,inserting 182 checkingspelling 163 chronograph 26, 250 clicktracking 26 clients 197 colorpicker 161, 165 colorscheme 161 color,font 165 color,link 185 color,text 185 colors 205 columnspan 177 columns 173, 174 columns,insertinganddeleting 176, 191 commands 250 CommaSeparatedValue

contactlists,addingcontactstomultiple 270 contactlists,clearing 47 contactlists,creating 44, 231 contactlists,deleting 39 contactlists,editing 44 contactlists,merging 40 contactlists,modifyingdetails 213 contactlists,multiple 37 contactlists,subscribing 213 contactlists,unsubscribing 213 contactlists,viewing 42 contactlog 26, 56 contactnotes 26 contactrecords 55 contacts 24, 27, 34, 37, 55

minimumrequiredinformation

56

seeCSV
companydetails 27 companyname 24 completemode 160, 193 configuringbasicformsettings 217 configuringusersettings 233 confirmationpage,designing 220 confirmationstatus 56, 65 contactactivity 33 contactemailaddress 243 contactlistarchives 167 contactlistgroups 39, 40, 41

contacts,adding 64 contacts,belongingtosegments 52 contacts,deactivating 38 contacts,editing 64 contacts,exportoptions 72 contacts,exporting 70 contacts,exportingmatched 71 contacts,importdetails 68 contacts,importfiletypes 68 contacts,importing 55, 67 contacts,managing 56 contacts,manualinput 24 contacts,manuallycreating 55 contacts,removing 74 contacts,searching 62 contacts,signingup 55 contacts,updating 39 contacts,viewing 56 contactspecificinformation 129 containers,textandimage 189 controllingtheinterface 31 coordinatingemailcampaigns 205 copyright 4 createemaillink 169 creatingacustomemailtemplate 207 creatingamodifydetailsform 216 creatingautoresponders 112 creatingemailcampaigns 87

INDEX 273
creatingforms 214 creatingsegments 50 creatingsendtofriendforms 217 creatingsubscriptionforms 215 creatingtemplates 207 creatingunsubscribeforms 215 creatinguseraccounts 232 CRM 26 cron 26, 250, 251, 252 croncommands 252 cronjobs 243 crontiming 253 cron,andyourserver 252 cron,configuring 251 cron,GUI 253 cron,problems 269 crontabs 250, 251 CSS 197 CSV 24, 34, 67, 70, 71, 72, 73, 153 CSV,problems 268 customdateranges 157 customemailtemplates 206 customfieldtypes 129 customfield,inserting 193 customfields 25, 27, 34, 37, 55, 129, 164, 185, 192 customfields,creating 130 customfields,defining 129 customfields,editing 130 customfields,exampleofuse 38 customfields,general 186 customfields,inserting 192 customfields,managing 130 customfields,mandatory 131 customfields,types 131 customfields,viewing 27, 130 customtemplates 33, 205 customerrelationshipmanagement 26 customersupport 3 customizingHTML 119 customizingtemplates 90, 210 database 243 databasesettings 33 datefields 137 dateranges 157 daterelatedtriggers 110 deactivatedaddresses 26 deactivatingaccounts 38 deactivatingtemplates 206 decreasingindent 164 defaulttextformatting 164 definingcustomfields 129 deletingcontacts 74 deletingtemplates 206 deletinguseraccounts 232 descendingorder 32 design 205 designtools 159, 160, 188 designingconfirmationpagesandemails 220 detailedstatistics 156 detectingsettings 259 dictionary 163 display 31 displaydiscrepancies 91, 206, 210 domainsuppression 77 downloadcontactfile 34 downloadfiles 168 draganddropimages 188 dropdownlists 27

E
editingamodifydetailsform 216 editingautoresponders 112 editingcontacts 64 editingemailcampaigns 87 editingforms 214 editingforms,problems 269 editingHTML 191 editingimages 173 editingsendtofriendforms 217 editingsettings 231 editingsubscriptionforms 215 editingtags 194 editingtemplates 207, 210, 231

D
dataprotection 29

274 INDEX
editingunsubscribeforms 215 editinguseraccounts 232 editingwindow 159, 160, 187 editor 25 editor,HTML 90, 119, 159 elementborders 165 emailaddress 27, 56, 233 emailaddress,contact 243 emailaddresses 37 emailaesthetics 205 emailcampaignstatistics 34, 140, 141 emailcampaigns 25, 28, 34, 81, 139, 205 emailcampaigns,activating 81 emailcampaigns,archiving 81 emailcampaigns,creating 87 emailcampaigns,editing 87 emailcampaigns,managing 85 emailcampaigns,scheduling 96 emailcampaigns,sending 91 emailcampaigns,viewing 85 emailcampaigns,viewingscheduled 106 emailclientdisplaydiscrepancies 206 emailclients 197, 205 emailfooters 245 emailformat 56 emailheaders,configuring 224 emaillinks 164, 169 emaillist,suppressed 77 emailscheduling 26 emailserver 245 emailsettings 33, 240, 245 emailsettings,global 243, 245 emailsize 245 emailstatistics 28 emailsubject 169 emailtemplates 33, 205 emailtesting 243 emailtracking 26 emailvalidation 91, 159, 206, 210 email,previewing 192 email,webversion 167 emailrelatedtriggers 110 emails,bounced 47 emails,forwarding 215 emails,HTML 24 emails,invalid 47 emails,maximum 231, 235 emails,plaintext 24 emails,problemssending 267 emails,suppressed 76 emails,validating 197 embeddedimages 245 enclosingcharacter 72 errorlogs,viewing 259, 261 errormessages 38 errorpage,designing 225 eventlog 26, 44, 56, 58, 59, 60 eventlogging,manual 61 eventlogging,manualandautomatic 56 eventtriggers 109, 110 eventtriggers,creatingandediting 122 eventtriggers,generalsettings 122 eventtriggers,sendingoptions 126 eventtriggers,viewingandmanaging 120 Excel 34 exportoptions 72 exportingcontacts 70 exportingcontacts,searching 71 exportingstatistics 153 ExtensibleMarkupLanguage

seeXML
externalimages 170 extramailsettings 48

F
fieldenclosingcharacter 72 fieldsseparator 72 fields,checkboxes 135 fields,custom 129, 164, 185 fields,date 137 fields,multilinetext 133 fields,numbersonly 133 fields,picklist 134 fields,radiobuttons 136 fields,text 132 fields,visible 64 files,upload 167 filteringoptions 63 find 162 firstandlastnames 37 folders,contactlistgroup 41 fontcolor 165

INDEX 275
fontformat 165 fontname 164 fontsize 164 fonts 205 footers 245 forgottenpassword 29, 267 formaction 178 formediting,problems 269 formfunctions 164, 178, 182 formname 178 formproperties,modifying 179 formsettings,basic 217 formsubmissionmethod 178 format 165 formatofemails 56 formatting 164 formattingtags 161 forms 24, 33, 177, 178, 197, 213 forms,adding 226 forms,creating 214 forms,editing 214 forms,managing 213 forms,modifyingdetails 214 forms,subscription 214 forms,testing 229 forms,unsubscribe 214 forms,viewing 213 forwardedemailheaders,configuring 224 forwardingemailstofriends 215 fromaddress 24 fullscreenmode 161 groups,contactlist 39, 40, 41 GUI 3, 31

H
hardbounce 38 headingtext 161 height,cell 176 height,image 171 height,table 174 help 32, 33, 163 helparticles 32 hiddenfields 177 hiddenfields,inserting 181 highlighttext 165 highlightedtext 163 homescreen 33, 203 horizontalalignment 176 horizontalline 165 horizontalrows 173, 174 horizontalspace 171 hostinglinkedfiles 166 HTML 160, 191, 205 HTMLeditor 25, 90, 119, 159, 174, 233 HTMLeditor,problems 270 HTMLemailclients 205 HTMLemails 24, 28 HTMLforms 28, 164, 177, 213 HTMLtables 164, 173 HTMLtags 160, 192, 193 HTMLtemplateeditor 159 HTMLtemplates 81, 90, 119, 210 HTMLversionofemail 167 hyperlink 164, 166 hyperlinks 160, 165, 167 hypertextmarkuplanguage

G
generalcustomfields 186 gettingstarted 27, 33 globalemailsettings 243, 245 globalsettings 33 globalSMTPsettings 249 globaltemplates 91, 206, 210 GoogleCalendar 65, 66, 231, 241 GraphicalUserInterface

seeHTML

seeGUI
groupfolders 41

276 INDEX

I
icons 32 imageborders 171 imagecontainers 189 imageediting 173 imageheight 171 imageproperties 164 imageproperties,reset 173 imagesize,maximum 245 imagetitle 173 imagetypes 170 imageupload 170 imagewidth 171 image,background 185 image,insert 173 image,modifying 173 images 160, 164, 168, 205 images,embedded 245 images,insert 170 images,manipulating 188 images,modify 170 images,moving 188 images,resizing 189 IMAP 48 importfiletype 68 importingcontacts 67 importingcontacts,problems 268 increaseindent 164 indent,decreasing 164 indent,increase 164 information,system 259 insertanchor 164 insertcharacter 165 insertform 178 inserthorizontalline 165 insertimage 164, 170, 173 insertlink 164, 165, 166 insertorderedlist 163 inserttable 173, 174 insertunorderedlist 163 insertingcustomfields 192, 193 insertingtables 173 insertingunsubscribelink 193 interface 31 internalservererrors 269 Internetforms 213

InternetMessageAccessProtocol

seeIMAP
interoperability 205 Interspireknowledgebase 32, 163 invalidemails 47 IPaddresstracking 243 IPban 256 italics 163

J
justify 163

K
key,license 243 knowledgebase 32, 33, 163

L
lastandfirstnames 37 learnmore 32 leftalign 163 licensekey 243 line 165 linkcolor 185 link,insert 164, 166 link,remove 166 link,unsubscribe 167 links 32, 165, 166, 167 links,email 164, 169 links,predefined 167 list 163 listarchives 167 listboxes,inserting 183

INDEX 277
listgroups,contact 39, 40, 41 listsegments 34 liststatistics 34, 149, 150 list,bulleted 163 lists,sorting 32 loadimage 170 logout 33 log,event 26, 44, 56, 58, 59, 60 log,recentactivity 31, 235 loggingbounces 38 login 27, 29 logindetails 243 loginfailureIPban 256 loginscreentimedelay 255 loginsecuritysettings 255 logs,error 259, 261 modifydetailsform,creating 216 modifydetailsform,editing 216 modifyformproperties 179 modifyimage 164, 173 modifyimages 170 modifyingformdetails 214 modifyingformproperties 179 modifyingpageproperties 185 modifyingtableproperties 175 modulesettings,addon 256 morecolors 165 mouseover 32 movingimages 188 multilinetextfields 133 multipartemails 28, 88, 208 multiplecontactlists,addingcontacts 270

M
mailmerge 25, 185 mailserver 245 maketemplatesglobal 206 managecontacts 34 managesuppressionlists 34 managingemailcampaigns 85 managingforms 213 managingstatistics 139, 153 mandatoryfields 26, 27, 129 manualbounceprocessing 47 manualeventlogging 56, 61 manualsplittesting 82 marketingtips 231 matchcase 162 matchwholewordonly 162 maximumemailrestrictions 245 messages,error 38 MicrosoftExcel 34 MicrosoftOutlook 34 MicrosoftWord 161 mode,complete 160 mode,fullscreen 161 mode,simple 160 modes,simpleandcomplete 193 modifyanchor 164

N
name 27 name,font 164 namedanchors 166 navigationbar 31, 33, 109, 139 navigationtools 32 newwindow 167 newsletters 24 nonstandardcharacter 165 notes,contact 26 numberedlist 163 numberonlyfields 133

O
onlineknowledgebase 33 orderedlist 163 Outlook 34 overview 23

278 INDEX

P
padding 174 pageproperties 164 pageproperties,modifying 185 pages 32 parentframe 167 password 29, 233 password,forgotten 29, 267 paste 161 pasteasplaintext 161 pastefromMSWord 161 PDF 156 percentagesymbols 185 permanenterrors 38 permissions 231 permissions,checking 259, 262 permissions,user 236 personaldetails 27 personalizingemailcampaigns 38 personalizingemails 25 PHPerrorlogs 261 picklistsfields 134 picker,color 161 piecharts 156 placeholders 129 plaintext 161, 205 plaintexteditor 25, 195 plaintextemails 24, 28, 88, 116, 208 plaintextemails,creating 195 populatingcontactlists 38 predefinedlinks 167 prescheduledjobs 251 preview 168 previewemail 198 previewwindow 160 previewingemail 192 previewingtemplates 159 printingstatistics 154 privileges 231 processingbounces 38 productoverview 23 properties,cell 175 properties,image 164 properties,page 164, 185 properties,reset 173 properties,table 175

Q
questionmarks 32

R
radiobuttons 136, 177, 182 recentactivitylog 31, 235 red,green,blue

seeRGB
redo 161 remembermydetails 29 removelink 166 removetemplatesfromglobal 206 removetextformatting 164 removingcontacts 74 removingformattingtags 161 removingtags 194 replace 162 requiredfields 25 resendattempts 245 resetproperties 173 resizingimages 189 resizingtables 173, 190 responders 34 restrictions,user 235 resultsperpage 32 RGB 161, 165 rightalign 163 rightclicktables 189 rowspan 177 rows 173, 174 rows,insertinganddeleting 177, 191 rulebar 198

S
sameframe 167

INDEX 279
savingsettings,problems 269 scheduledcampaigns 34 scheduledemailcampaigns,viewing 106 scheduledjobs 251 schedulingemailcampaigns 96 schedulingemails 26 scripts 26, 178, 213, 250 searchoptions 62 searchingcontacts 62 securitysettings 243, 255 segmentmatchingrules 51 segments 34, 37, 38, 39, 51, 55, 231 segmentsexample 38 segments,creating 50 segments,criteria 39 segments,viewing 49 segments,viewingcontacts 52 sendrate 245 sendtofriendform,creating 217 sendtofriendform,editing 217 sendtofriendforms 224 sendingemailcampaigns 91 sendingemailstofriends 215 separator 72 serverconfiguration 33 servererrors 269 serversettingdetection 259 settingdetection 259 settings 33, 243 settings,application 243 settings,editing 231 settings,email 240, 245 showborders 165 signup 24 signinguptocontactlists 213 SimpleMailTransferProtocol spellcheck 163 splittest 86 splittestcampaignsettings 103 splitteststatistics 139, 142, 143 splittest,tips 84 splittesting,automatic 82 splittesting,manual 82 splittests 25, 81 splittests,creatingandediting 99 splittests,multilevel 83 splittests,performing 101 splittests,reviewing 104 splittests,scheduling 105 splittests,sendingtocontactlists 102 splittests,viewingandmanaging 97 statistics 28, 34, 139

autoresponders 144, 146 contactlists 149, 150 emailcampaigns 140, 141 triggers 147 useraccounts 152, 153
statistics,detailed 156 statistics,exporting 153 statistics,managing 153 statistics,printing 154 statistics,splittest 142, 143 statistics,trigger 148 statistics,viewing 231 status,confirmation 56, 65 style 166, 173, 174 submissionmethod,form 178 subscribe 33 subscript 164 subscriptionforms 34, 214 subscriptionforms,creating 215 subscriptionforms,editing 215 superscript 164 support 3 supportedimagetypes 170 suppresseddetails,viewing 76 suppressedemaillist 77 suppressinganaddressordomain 77 suppressionlists 34 systeminformation 259 systemmessages 243 systemssettings 33

seeSMTP
simplemode 160, 193 size,text 164 SMTP 231, 240 SMTPsettings,global 249 snapshot 156 softbounce 38 sortinglists 32 sourcewindow 160 spacing 174 spamblacklisting 38 span,column 177 span,row 177

280 INDEX

T
tablebackgroundcolor 174 tableborders 174 tablefunctions 164, 173, 174 tableheight 174 tableproperties,modifying 175 tablesize 190 tablewidth 174 table,insert 174 tables 173, 174 tables,addinganddeletingrowsand columns 191 tables,aligning 174 tables,editing 173 tables,resizing 173, 190 tables,rightclick 189 tabs 159, 160, 192 tabs,using 194 tags 159, 160, 192, 193 tags,editing 194 tags,formatting 161 tags,removing 194 targetwindow 167 targetingaspecificaudience 39 templateformat 210 templatepreview 88, 208 templatestyles 169 templatetesting 206 templates 25, 33, 81, 129, 161, 205, 213, 231 templates,editing 231 templates,viewing 211 temporaryerrors 38 testmode 245 test,split 86 tests,split 25, 81 tests,split,creatingandediting 99 tests,split,performing 101 tests,split,reviewing 104 tests,split,scheduling 105 tests,split,viewingandmanaging 97 text 161 textarea,inserting 180 textareas 205 textblocks 187 textboxes 27 textcolor 161, 185 textcolors 205

textcontainers 189 textdocuments,building 196 texteditor 159, 195 textemails 88, 116, 208 textemails,creating 195 textfield,inserting 180 textfields 132 textfields,multiline 133 textformatting 164 texttemplates 81 text,composingandediting 187 text,highlighted 163 thankyouemails,designing 222 thankyoupages,designing 222 theme 161 timedelay,login 255 timezone 233 timezone,changing 270 timelines 156 tips 32 tips,marketing 231 title,image 173 togglethumbnails 169 toolbar 31, 32, 33, 129, 205, 213 tools 33, 259 tools,design 159, 160 tools,navigation 32 tooltips 32 toplevelapplicationsettings 243 trackingbouncedemails 26 trackingemails 26 tracking,IPaddress 243 triggerstatistics 139, 147, 148 triggers 25, 34, 109, 110 triggers,creatingandediting 122 triggers,generalsettings 122 triggers,sendingoptions 126 triggers,viewingandmanaging 120 troubleshooting 267

U
underline 163 undo 161

INDEX 281
unorderedlist 163 unsubscribe 33, 166 unsubscribeforms,creating 215 unsubscribeforms,editing 215 unsubscribelink 167 unsubscribelinks 245 unsubscribelinks,inserting 193 unsubscribingfromcontactlists 213 unsubscriptionforms 214 updates,checkingfor 259, 261 updatingtemplates 210 uploadcontactfile 34 uploadfiles 167, 168 uploadimages 170 uploadingfiles 165 uploadingtemplates 207 URL 166, 243 useraccountstatistics 34, 152, 153 useraccounts 33, 139, 231 useraccounts,creatingandediting 232 useraccounts,deleting 232 useraccounts,managing 232 username 233 userpermissions 236 userrestrictions 235 usersettings,configuring 233 username 29 usingtabs 194 viewingscheduledemailcampaigns 106 viewingsegments 49 viewingstatistics 231 viewingsuppressedemails 76 visiblefields 64

W
webversionofemail 167 websiteforms 24, 28, 33, 213 websiteforms,adding 226 wholepage 167 width 174 width,cell 176 width,image 171 windowtype 166, 167 window,editing 160, 187 windowedmode 161 Word 161 workspace 31 WYSIWYGeditor 90, 119, 159, 160, 206 WYSIWYGeditor,problems 270

V
validatingemails 159, 197 validatingHTML 270 validationwindow 199 variables 129, 164, 185 variationtesting 82 verticalalignment 176 verticalcolumns 173, 174 verticalspace 171 viewstatistics 34 viewtemplate 206 viewingemailcampaigns 85 viewingemailsoffline 213 viewingforms 213

X
XHTML 233 XML 70, 72, 73 XMLAPI 231

282 INDEX