Inter Spire Email Marketer User Guide

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
10
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
11
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
Figure28TheContactListsMenu............................................................................... 55
Figure29ViewingContacts ........................................................................................ 57
Figure31ContactEventLog ....................................................................................... 58
Figure32ViewContact ...............................................................................................59
Figure33ManualEventLogging:Step1...................................................................... 61
Figure34ManualEventLogging:SelectDateandTime.............................................. 61
Figure35SearchingContacts:ChooseListorSegment...............................................62
Figure36SearchingContacts:FilterandShowFields.................................................. 63
Figure37SearchingContacts:FilterByDateSubscribed............................................. 63
Figure38SearchingContacts:FilterByLink ...............................................................64
12
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
14
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
16
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
18
LISTOFFIGURES
19
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
20
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
21
I
INTRODUCTION
Thissectioncontainsthefollowingchapters:
Introduction(23)
GettingStarted(27)
LoggingIntoInterspireEmailMarketer(29)
TheInterspireEmailMarketerInterface(31)
22
23
Introduction
WelcometoInterspireEmailMarketer
CongratulationsonyourpurchaseofInterspireEmailMarketer!InterspireEmailMarketer
givesyouanunprecedentedabilitytocreate,manageandautomatelargescaleemail
marketingcampaigns,mailinglists,andautomaticresponses.
Note:IfyouwanttostartusingInterspireEmailMarketertosendoutemailsrightaway,see
GettingStartedonpage27.
InterspireEmailMarketerOverview
HeresanoverviewofhowInterspireEmailMarketerworks.Thefigurebelowshowshow
InterspireEmailMarketersmostimportantcomponentsinteract.Therestofthischapter
describesthecomponentsinthisfigure.
Figure 1 InterspireEmailMarketerOverview
24
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.
).Placeyourmousepointer
Figure 5 Tooltips
Otherobjectshavetextlinksnexttothem.Clicktheselinkstoseeanarticlefromthe
Interspireknowledgebaseonthesubject.
Figure 6 KnowledgeBaseLinks
ToseemorearticlesintheInterspireknowledgebase,clickHelpinthetoolbar.
SortingLists
Whenyousee
Click
and
arrowiconsinalistheading,usethemtosortthelist.
tosortthelistinascendingorder,orclick
tosortthelistindescendingorder.
NavigatingLists
Inpageswithnumerouslistentries,navigationtoolsdisplay.
Figure 7 NavigatingLists
Table 1 NavigatingLists
Resultsperpage
Selectthenumberoflistentriestodisplayineachpage.
<<
Clickthistogotothefirstpageinthelist.
Back
Clickthistomovebackwardonepageinthelist.
1,2,3,...
Clickthistogotothenumberedpageinthelist.
Next
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
ClickthistogototheSettingsscreen,whereyoucanviewandchange
globalsystem,emailandscheduling,securityandaddonmodulesettings.
Tools
Clickthistoseeamenuthatallowsyoutocheckinformationaboutyour
serversconfiguration,checkforupdatestoInterspireEmailMarketer,
viewthePHPerrorlog,andcheckInterspireEmailMarketers
componentsfilepermissions.
Logout
ClickthistologoutofInterspireEmailMarketer.Youwillneedyouruser
nameandpasswordtologbackin.
Help
ClickthistogototheInterspireEmailMarketeronlineknowledgebase,
whereyoucanreadhelparticlesonallofInterspireEmailMarketers
features.
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
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
Usethistocreateanewcontactlist.SeeCreatingandEditingContact
Listsonpage44formoreinformation.
Chooseanaction
Selectoneormorecontactlists,selectanoptionfromthelistandclickGo
toperformtheselectedaction.
Clickthistoviewyourcontactlistsinfoldermode.SeeManagingContact
ListGroupFoldersonpage41formoreinformation.
Clickthistoviewyourcontactlistsinlistmode.Whenyouselectthis,all
yourcontactlistsdisplay,regardlessofthecontactlistgrouptowhich
theybelong(seeContactListGroupsonpage39).
Whenyouareviewingyourcontactlistsinfoldermode,clickthistocreate
anewfolder.
Note:Whenyouareviewingyourcontactlistsinlistmode,thisicondoes
notdisplay.
Selectaboxbelongingtoacontactlistbeforechoosinganoptionfrom
theChooseanactionlist.
Selecttheboxatthetopofthecolumntoselectallcontactlists.
Listname
Thisisthenameyougavethecontactlist.ClickEdittochangethename
andotherdetails.
Created
Thisdisplaysthedateonwhichyoucreatedthecontactlist.
Contacts
Thisdisplaysthenumberofcontactscurrentlyassociatedwiththe
contactlist.
Table 4 ViewingContactLists
Listowner
Thisisthedefaultnameusedwhensendingemailcampaignstothis
contactlist.
Archive
Clickthistogotothearchivedlistofemailcampaignssenttothislist.
Action
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.
toaconfirmationrequestemail.Usethistochangetheselectedcontactorcontactsto
confirmedstatus.
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
Clickthistoaddanewcontacttothecontactlist.Thescreenthatdisplays
isthesameastheContacts>Addacontact>Nextscreen.
Chooseanaction
Selectoneormorecontacts,selectanoptionfromthelistandclickGoto
performtheselectedaction.
Selectaboxbelongingtoacontactbeforechoosinganoptionfromthe
Chooseanactionlist.
Selecttheboxatthetopofthecolumntoselectallcontacts.
Emailaddress
Thisistheaddresstowhichemailsforthiscontactaresent.
Dateadded
Thisisthedatethiscontactwasaddedtothecontactlist.
Emailformat
ThisdisplaysHTMLifthecontactisconfiguredtoreceiveHTML
emails.
ThisdisplaysTextifthecontactisconfiguredtoreceiveplaintext
emails.
Activitystatus
Thisdisplaysactiveifemailsaresenttothecontact.
Thisdisplaysunsubscribedifthecontactwasunsubscribedfromthe
list.
Thisdisplaysbouncedifemailstothiscontacthavenotbeen
delivered,andemailsarenolongersenttothecontact.
Confirmed
ThisdisplaysConfirmedifthecontacthasrepliedtoaconfirmation
requestemail.
ThisdisplaysUnconfirmedifthecontacthasnotyetrepliedtoa
confirmationrequestemail.
Action
ClickViewtoseeinformationaboutthecontact.TheContacts>View
contactscreendisplays.
ClickLogeventtomanuallyaddanentrytothiscontactseventlog.
SeeManualEventLoggingonpage61forinformationonthescreen
thatdisplays.
ClickEdittomodifythecontactsinformation.TheContacts>Edit
ClickDeletetoremovethecontactfromInterspireEmailMarketer.
CreatingandEditingContactLists
Takethefollowingstepstocreateoreditacontactlist:
1 Tocreateanewcontactlist,clickContactlistsinthenavigationbar.SelectCreatea
contactlist.
Toeditanexistingcontactlist,clickContactlistsinthenavigationbar,selectView
contactlists.ClicktheEditlinknexttothecontactlistyouwanttomodify.
2 Configurethefieldsinthescreenthatdisplays.
Figure 17 CreateorEditaContactList
Table 6 CreateorEditaContactList
Newlistdetails
Listname
Enterthenameforthiscontactlist.Thisnameappearsinthecontrolpanel
andsubscriptionforms.
Listownersname
Enterthenameofthelistowner.Thisisthenamethatappearsonemails
tothiscontactlist.
46
USINGCONTACTLISTS
Listownersemail
Entertheemailaddressofthelistowner.Thisisthedefaultfrom
addressthatdisplaysonemailsenttothiscontactlist.
Listreplytoemail
Enterthedefaultreplyemailaddressforemailssenttothiscontactlist.
Listbounceemail
Entertheaddresstowhichbouncedemailsfromthiscontactlistaresent.
Notifythelist
owner
SelectthecheckboxtohaveanemailsenttotheListownersemailevery
timeacontactsubscribesto,orunsubscribesfrom,thelist.
Customfields
Addthesefieldsto Selectthecustomfieldsyouwanttoassociatewiththislist.
list
Visiblefields
Showthesefields
SelectthefieldsyouwanttodisplayinthelistsViewcontactspage.
Companydetails
Companyname
Enteryourcompanyname.Thisisusedwhenyouaddthe
%%companyname%%variableinyouremailstothislist.
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
Enterthepasswordforyouraccountontheemailserveryouusefor
IMAPemail
account
SelectthecheckboxiftheaccountonthebounceserverisanIMAP
(InternetMessageAccessProtocol)account.
DeselectthisiftheaccountisaPOP3(PostOfficeProtocolversion3)
account.
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.
Agreetodelete
emails
Selectthisifyouwanttodeleteemailsfromtheserveronceyouhaveread
them.Ifyoudidnotsaveanemailonyourcomputer,youwillnotbeable
torereadtheemail.
Testbounce
settings
Clickthistotestthebounceemailaccountbysendingatestemail.
3 ClickSavetosaveyourchanges.Alternatively,clickCanceltoreturntotheView
contactlistsscreenwithoutsavinganychanges.
ProcessingBouncedEmails
Bouncedemailprocessingclearsyourcontactlistsofinvalidemails(seeBouncedEmailson
page38).
Ifyouuseautomaticbouncedemailprocessing,youdonotneedtoperformmanual
bouncedemailprocessing.
SeeManagingEmailSettingsonpage245forinformationonconfiguringdefaultglobal
automaticbouncedemailsettings.
SeeCreatingandEditingContactListsonpage44forconfiguringautomaticbounced
emailprocessingforindividualcontactlists.
Takethefollowingstepstomanuallyprocessbouncedemails:
1 ClickContactlistsinthenavigationbar,thenclickProcessbouncedemails.
Figure 18 ProcessingBouncedEmails
48
USINGCONTACTLISTS
2 SelectthecontactlistforwhichyouwanttoprocessbouncedemailsandclickNext.
Alternatively,clickCanceltoreturnthefieldsinthisscreentotheirdefaultswithout
savinganychanges.
Figure 19 ProcessingBouncedEmails:EnterServerDetails
3 Enterthedetailsoftheemailserveryouwanttousetoprocessbouncedemails.
Table 7 ProcessingBouncedEmails:EnterServerDetails
Bounceemailserver
name
IfyouselectedtheProcessbouncedemailscheckbox,entertheIP
addressorhostnameoftheserveryouwanttousetoprocessbounced
emails.
Bounceemailuser
name
Entertheusernameforyouraccountontheemailserveryouusefor
Bounceemail
password
Enterthepasswordforyouraccountontheemailserveryouusefor
IMAPemailaccount
SelectthecheckboxiftheaccountonthebounceserverisanIMAP
(InternetMessageAccessProtocol)account.
DeselectthisiftheaccountisaPOP3(PostOfficeProtocolversion3)
account.
Useextramail
settings
Selectthisifyouneedtoconfigurethebounceemailserveraccount
further.Thefollowingfieldsdisplay:
SocketsLayer)toconnecttotheserver.Ifyouarenotsurewhether
youwanttouseSSL,donotselectthis.
Agreetodelete
emails
Selectthisifyouwanttodeleteemailsfromtheserveronceyouhaveread
them.Ifyoudidnotsaveanemailonyourcomputer,youwillnotbeable
torereadtheemail.
4 ClickNexttobeginprocessingbouncedemails.
Alternatively,clickCanceltoreturnthefieldinthisscreentoitsdefaultwithoutsaving
anychanges.
Figure 20 ProcessingBouncedEmails:StartProcessing
5 ClickStartProcessing.Ascreendisplaysindicatingprogress.
Figure 21 ProcessingBouncedEmails:Progress
6 Ascreendisplayswithasummaryoftheprocessingoperation.ClickViewbounce
statisticstoseedetailedinformation.
Figure 22 ProcessingBouncedEmails:Summary
Creating,EditingandViewingSegments
ClickContactlistsinthenavigationbar,thenclickViewsegments.
50
USINGCONTACTLISTS
Figure 23 ViewingSegments
Table 8 ViewingSegments
Createasegment
Clickthistodefineanewsegmentofoneormorecontactlistcontacts.
SeeCreatingaSegmentonpage50.
Selectaboxbelongingtoasegmentbeforechoosinganoptionfromthe
Chooseanactionlist.
Selecttheboxatthetopofthecolumntoselectallsegments.
Chooseanaction
Usethistodeleteoneormoresegments.Selectthesegment(or
segments)youwanttodeleteandselectDeletetheselectedsegment(s).
SegmentName
Thisdisplaysthedescriptivenameofthesegment.
Created
Thisdisplaysthedateonwhichthesegmentwasdefined.
Contacts
Thisdisplaysthecurrentnumberofcontactswithinthesegment(thosein
therelevantcontactlistorlists,whoseinformationmatchesthe
segmentsrules).
Action
ClickViewcontactstoseealistofallthecontactsinasegment.See
ViewingaSegmentsContactsonpage52.
ClickEdittomodifyasegmentssettings.Thefieldsthatdisplayare
thesameastheCreateasegmentscreen;seeCreatingaSegmenton
page50.
ClickCopytocreateanewcopyofthesegment.Thenewsegment
ClickDeletetoremovethesegmentfromInterspireEmailMarketer.
Note:Whenyoudeleteasegment,thecontactsinthesegmentarenot
deleted.
CreatingaSegment
Takethefollowingstepstocreateasegment:
1 ClickContactlistsinthenavigationbar,thenViewSegments.
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.
Marketer.
confirmedstatus.
Figure 26 ViewingaSegmentsContacts
Table 9 ViewingSegmentContacts
View
Thisdisplaysthesegmentname.ClickthetriangularicontoviewContact
listsorSegments.
Search
Usethistosearchforcontactsinthesegmentbytheiremailaddress.
EnteryoursearchterminthetextfieldandclicktheSearchbutton.
Addacontacttomy
list
ClickthistoaddanewcontacttoInterspireEmailMarketer.Thescreen
thatdisplaysisthesameastheContacts>Addacontact>Nextscreen.
Note:Whenyouusethisoption,thecontactisnotnecessarilyaddedto
thesegment.Thecontactisaddedtothesegmentonlyifitfulfilsthe
segmentscriteria.
Chooseanaction
54
USINGCONTACTLISTS
Table 9 ViewingSegmentContacts
Chooseanactionlist.
Emailaddress
Dateadded
Emailformat
emails.
emails.
Activitystatus
Thisdisplaysactiveifemailsaresenttothecontact.
Thisdisplaysunsubscribedifthecontactwasunsubscribedfromthe
list.
Thisdisplaysbouncedifemailstothiscontacthavenotbeendelivered,
andemailsarenolongersenttothecontact.
Confirmed
requestemail.
Contactlist
Thisdisplaysthenameofthecontactlisttowhichthiscontactbelongs.
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.
56
USINGCONTACTS
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.
Marketer.
USINGCONTACTS 57
confirmedstatus.
Figure 29 ViewingContacts
58
USINGCONTACTS
Table 10 ViewingContacts
View
Bydefault,thisdisplaysAllcontacts.Clickthetriangularicontoview
ContactlistsorSegments.
Search
Usethistosearchforcontactsinthesegmentbytheiremailaddress.
EnteryoursearchterminthetextfieldandclicktheSearchbutton.
Addacontacttomy
list
ClickthistoaddanewcontacttoInterspireEmailMarketer.Thescreen
thatdisplaysisthesameastheContacts>Addacontact>Nextscreen.
Note:Whenyouusethisoption,thecontactisnotnecessarilyaddedto
thesegment.Thecontactisaddedtothesegmentonlyifitfulfilsthe
segmentscriteria.
Chooseanaction
Chooseanactionlist.
Clickthisicontoseethecontactspersonaleventlog.
Note:Thisicondisplaysonlywhenacontacthaspersonaleventlog
entries.
Figure 31 ContactEventLog
Forinformationonmanualeventlogging,seeManualEventLoggingon
page61.Forinformationonautomaticeventlogging,andeventloggingin
general,seeEventLoggingOverviewonpage56.
Emailaddress
USINGCONTACTS 59
Table 10 ViewingContacts
Dateadded
Emailformat
emails.
emails.
Activitystatus
ThisdisplaysActiveifemailsaresenttothecontact.
ThisdisplaysUnsubscribedifthecontactwasunsubscribedfromthe
list.
ThisdisplaysBouncedifemailstothiscontacthavenotbeen
delivered,andemailsarenolongersenttothecontact.
Confirmed
requestemail.
Contactlist
Thisdisplaysthenameofthecontactlisttowhichthiscontactbelongs.
Action
contactscreendisplays(seeViewingAContactonpage59).
ClickLogeventtomanuallyaddanentrytothiscontactseventlog.
SeeManualEventLoggingonpage61forinformationonthescreen
thatdisplays.
ViewingAContact
ToviewinformationaboutacontactstoredinInterspireEmailMarketer,clickContactsin
thenavigationbar,thenclickViewallcontacts.ClicktherelevantcontactsViewlink.
Figure 32 ViewContact
60
USINGCONTACTS
Table 11 ViewContact
Editcontact
Clickthistomakechangestothecontactsinformation.SeeAddingor
EditingaContactonpage64forinformationonthescreenthatdisplays.
Deletecontact
ClickthistoremovethecontactfromInterspireEmailMarketer.Adeleted
contactsinformationcannotberetrieved.
Goback
Clickthistoreturntothepreviousscreen.
Contactdetails
Thissectiondisplaysinformationaboutthecontact.
Emailaddress
Thisdisplaystheemailaddresstowhichemailsforthiscontactaresent.
Emailformat
emails.
emails.
Confirmation
status
ThisdisplaysConfirmediftheuserhasconfirmedthatheorshewants
tobeinyourcontactlist.
ThisdisplaysUnconfirmediftheuserhasnotyetconfirmedthatheor
shewantstobeinyourcontactlist.
Status
ThisdisplaysActiveifemailsaresenttothecontact.
ThisdisplaysUnsubscribedifthecontactwasunsubscribedfromthe
list.
ThisdisplaysBouncedifemailstothiscontacthavenotbeendelivered,
andemailsarenolongersenttothecontact.
Contactrequest
date
Thisdisplaysthedateandtimeatwhichthecontactaskedtobeaddedto
yourcontactlist.
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.
Subject
Thisdisplaysthesubjectoftheeventlogentry.
Eventtype
Thisdisplaysthetypeofeventthatthelogentrydescribes.
Lastupdated
Thisdisplaysthedateandtimethatthelogentrywascreated,orlast
edited.
Createdby
ThisdisplaystheusernameoftheInterspireEmailMarketeruserwho
createdtheentry(formanualentries)orperformedtheactioninInterspire
EmailMarketerthatcreatedtheentry(forautomaticentries).
Action
SelectEdittomakechangestotheeventlogentry.SeeManualEvent
Loggingonpage61forinformationonthefieldsthatdisplay.
SelectDeletetoremovetheentryfromtheeventlog.Deletedevent
logentriescannotberetrieved.
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
62
USINGCONTACTS
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.
66
USINGCONTACTS
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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USINGCONTACTS
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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USINGCONTACTS
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.
72
USINGCONTACTS
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.
74
USINGCONTACTS
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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USINGCONTACTS
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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USINGCONTACTS
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
80
USINGCONTACTS
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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USINGEMAILCAMPAIGNS
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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USINGEMAILCAMPAIGNS
Figure 72 AutomaticSplitTesting
SplitTestingTips
Ifyouhavenotusedsplittestingbefore,herearesometipsthatmightbehelpful:
Dontcompareapplesandoranges.Makesurethattheemailsyouaretestingare
variationsofoneemail,notcompletelydifferentemails.Splittestingisdesignedtohelp
finetuneyouremailmarketing,notmakebroaddecisionsonmarketingdirection.
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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USINGEMAILCAMPAIGNS
Archive:turnonautomaticarchivingofthecampaignonInterspireEmailMarketers
server.
Unarchive:turnoffautomaticarchivingofthecampaignonInterspireEmailMarketers
server.
Activate:allowthecampaigntobesent(giveyourpermission).
Deactivate:forbidthecampaignfrombeingsent(denyyourpermission).
Youcanalsoview,send,edit,copyanddeleteemailcampaigns.
Figure 73 ViewingEmailCampaigns
Table 12 ViewingEmailCampaigns
Createanemail
campaign
Clickthistobeginbuildinganewemailcampaign.SeeCreatingand
EditingEmailCampaignsonpage87formoreinformation.
Createasplittest
Clickthistobeginconfiguringanewsplittest.SeeCreatingandEditing
SplitTestsonpage99formoreinformation.
Chooseanaction
Selectoneormoreemailcampaigns,selectanoptionfromthelistand
clickGotoperformtheselectedaction.
Selectaboxbelongingtoanemailcampaignbeforechoosinganoption
fromtheChooseanactionlist.
Selecttheboxatthetopofthecolumntoselectallcampaigns.
Name
Thisdisplaysthenameoftheemailcampaign.
Subject
Thisdisplaysthesubjectoftheemailcampaign.Thisisthetextthat
displaysintheemailssubjectline.
Created
Thisdisplaysthedateonwhichyoucreatedtheemailcampaign.
Lastsent
Thisdisplaysthedateonwhichyoulastsenttheemailcampaign.
Ifyouhavenotyetsenttheemailcampaign,Notsentdisplays.
Emailformat
Thisdisplaystheformatoftheemailcampaign.
IfthecampaignisconfiguredtosendHTMLemailsonly,HTML
displays.
Ifthecampaignisconfiguredtosendplaintextemailsonly,Text
displays.
IfthecampaignisconfiguredtosendbothHTMLemailsand
plaintextemails,HTMLandtextdisplays.
Active
A
A
icondisplaysiftheemailcampaignmaybesent.
icondisplaysiftheemailcampaignmaynotbesent.
Table 12 ViewingEmailCampaigns
Archive
A
icondisplaysiftheemailcampaignisautomaticallyarchivedonthe
InterspireEmailMarketerserver.
A
icondisplaysiftheemailcampaignisnotautomaticallyarchivedon
theInterspireEmailMarketerserver.
Action
ClickViewtoseeafullscreenpreviewoftheemailcampaign.
ClickSendtoselectacontactlistandsendthecampaigntothe
contactsinthelist.ThescreensthatdisplayaresimilartotheSendan
emailcampaignscreens(seeSendingEmailCampaignsonpage91).
ClickResendtotrysendinganemailcampaignagain.Thisoption
displaysonlywhenanemailcampaignthatyousentpreviouslyfailed
tosendcompletely.
ClickEdittoupdatethecampaign.Thescreensthatdisplayaresimilar
totheCreateanemailcampaignscreens(seeCreatingandEditing
EmailCampaignsonpage87).
ClickCopytocreateanewcopyofthecampaign.Thenewcampaign
ClickDeletetoremovethecampaignfromInterspireEmailMarketer.
CreatingandEditingEmailCampaigns
InterspireEmailMarketersemailcampaignsareusuallybasedontemplates(seeUsing
Templatesonpage205).Youcantakeatemplateandcustomizeitforuseinyour
campaign;replacingitstextwithyourown,addingorremovingsectionsandimages,and
modifyingitsformattingifrequired.
Alternatively,youcancreateanewemailcampaignwithoutusingatemplate.Ifyouchoose
todothis,youcanbuildthecampaignyourselfusingthetextorHTMLeditor,orimportan
HTMLfilefromyourcomputerorawebpage.
Takethefollowingstepstocreateacustomemailcampaign:
1 ClickEmailcampaignsinthenavigationbarandselectCreateanemailcampaign.
Figure 74 CreateanEmailCampaign
88
USINGEMAILCAMPAIGNS
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.
Figure 75 TheEmailCampaignEditor
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USINGEMAILCAMPAIGNS
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.
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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USINGEMAILCAMPAIGNS
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.
Figure 78 SendanEmailCampaign:SearchContacts
ThefieldsthatdisplayinthisscreenarethesameasthoseintheContacts>Search
contactsscreen.SeeSearchingYourContactsonpage62formoreinformation.Click
Next.
6 Usethisscreentoconfigureyourcampaignsettings.
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USINGEMAILCAMPAIGNS
Figure 79 SendanEmailCampaign:CampaignSettings
Table 13 SendanEmailCampaign:CampaignSettings
Emailcampaignsettings
Sendthisemail
campaign
Selecttheemailcampaignthatyouwanttosendfromthelist.Click
Previewtoseethecampaigninanewbrowserwindow.
Sendfromthis
name
Thisdisplaysthedefaultfromnameforthecontactlistyouselected.If
youwanttouseadifferentname,enterthenewnameinthisfield.
Sendfromthis
emailaddress
Thisdisplaysthedefaultfromemailaccountforthecontactlistyou
selected.Ifyouwanttouseadifferentemailaccount,enterthenew
addressinthisfield.
Sendreplyemails
to
Thisdisplaysthedefaultreplyemailaddressforthiscontactlist.Whena
contactrepliestoyouremailcampaign,thisistheaddresstowhichthe
replyissent.Ifyouwanttouseadifferentaddress,enterthenewaddress
inthisfield.
Sendbounced
emailsto
Thisdisplaysthedefaultbouncedemailaddressforthiscontactlist.Thisis
theaddresstowhichundeliverableemailsaresent.Ifyouwanttousea
differentaddressforhandlingbouncedemails,enterthenewaddressin
thisfield.
Emailschedulingsettings
Note:ThissectiondisplaysonlywhenyouhaveconfiguredschedulingsettingsintheSettings>
Cronsettingsscreen.
Sendyour
campaignnow?
Selectthisifyouwanttosendtheemailcampaignimmediately.
Deselectthistoscheduleadateandtimetosendtheemail.
Figure 80 ScheduleEmailCampaign
Selectthedate,monthandyearinthefirstthreelists,andselectthe
hour,minuteandAM/PMinthelastthreelists.
Notifyowner
aboutsending?
Selectthisifyouwanttosendanemailtothelistownerwhenascheduled
campaignstartssending,andanotherwhenitfinishessending.
Advancedsettings(optional)
Myfirstname
customfieldis
Ifyouremailcampaignusesacustomfieldtodefinearecipientsfirst
name,selectithere.
Ifyouremailcampaignusesasinglefieldtodefinearecipientsname,
selectitinthisfield.
Note:Thisfielddisplaysonlywhentheselectedcontactlistcontains
customfields.
Mylastname
customfieldis
Ifyouremailcampaignusesacustomfieldtodefinearecipientslast
name,selectithere.
Ifyouremailcampaignusesasinglefieldtodefinearecipientsname,
leavethisfieldblank.
customfields.
Sendyouremailas SelectthistosendbothHTMLandtextelementsofamultipartemail
multipart?
campaigntorecipients.Thisallowsarecipientsemailclienttochoosethe
correctdisplaymethod.
Note:Usethisoptionifyouareunsure.Also,usethisoptionifyoudont
provideyourrecipientswiththeabilitytochooseHTMLortext
emails.
Trackopenrates
forHTMLemails?
SelectthistohaveInterspireEmailMarketertracktheproportionofHTML
emailsopenedbytheirrecipients.
Tracklinksclicked SelectthistohaveInterspireEmailMarketertracktheproportionoflinks
inthisemail
inthisemailcampaignthatareclickedbytherecipient(clickthrough
rate).
YoucanviewtheresultsofclickedlinksintheStatistics>Emailcampaign
statistics.
96
USINGEMAILCAMPAIGNS
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.
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
98
USINGEMAILCAMPAIGNS
Table 14 ViewingSplitTests
Createasplittest
Clickthistobeginconfiguringanewsplittest.SeeViewingScheduled
EmailCampaignsonpage106.
Deleteselected
Selectoneormoresplittestscheckboxesandclickthistoremovethesplit
testfromInterspireEmailMarketer.Deletedsplittestscannotbe
retrieved.
Name
Thisdisplaysthenameofthesplittest.
Campaigns
Thisdisplaysthenameofeachemailcampaigninthetest.
Note:ThisisthenamethatdisplaysintheInterspireEmailMarketer
controlpanel,nottheemailsubjectline.
Type
Thisdisplaysthetypeoftest:
SplittestdisplaysifyouselectedFindawinningemailandshowme
theresultswhenyoucreatedthetest.Thecampaignsaresenttothe
wholecontactlistinequalproportion,andthewinnerisdisplayedto
you.
BestperformingdisplaysifyouselectedFindawinningemailthen
sendittomylistautomaticallywhenyoucreatedthetest.The
campaignsaresenttoasmallpartofyourcontactlist,andthewinner
isautomaticallysenttotherestofthelist.
Created
Thisdisplaysthedateonwhichthetestwascreated.
Table 14 ViewingSplitTests
Lastsent
Thisdisplaysthedateonwhichthetestwaslastperformed.Ifthetesthas
neverbeenperformed,Notsentdisplays.
Action
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
Enteranameforthissplittest.Thenameonlydisplaysinthe
configurationinterface,andnottoyourcontacts.
Choosewhichemails
tosend
Selecttheemailcampaignsthatyouwanttoincludeinthistest.
Note:Youcanselectasmanyemailcampaignsasyouwant.
Previewselected
ClickthistoseealltheemailcampaignsyouselectedintheChoosewhich
emailstosendlist.Eachemailcampaignopensinanewbrowserwindow.
Chooseawinner
basedon
Usethisfieldtospecifyhowthewinningemailcampaignischosen:
SelectNumberofpeoplewhoopentheemailtochoosetheemail
campaignthatisopenedmostoften.
SelectNumberofpeoplewhoclickalinkintheemailtochoosethe
emailinwhichalinkisclickedmostoften(theonewiththehighest
clickthroughrate).
Note:Whenyouselectthisoption,InterspireEmailMarketercountsthe
totalnumberclicksonalllinksineachemailcampaign,notanyone
linkinparticular.
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.
Saveandexit
ClickthistosaveyourchangestothetestandreturntotheViewsplit
testsscreen.
Cancel
ClickthistoreturntotheViewsplittestsscreenwithoutsavingyour
changes.
PerformingaSplitTest
Tosendasplittesttomembersofyourcontactlists:
1 ClickEmailcampaignsinthenavigationbar,thenclickViewsplittests.Clickthe
relevantsplittestsSendlink.
Alternatively,whilecreatingoreditingasplittest,clickitsSaveandsendbutton(see
CreatingandEditingSplitTestsonpage99).
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.
Figure 89 SendingaSplitTest:TestSettings
Table 16 SendingaSplitTest:TestSettings
Splittestcampaignsettings
Sendfromthis
name
youwanttouseadifferentname,enterthenewnameinthisfield.
Sendfromthis
emailaddress
addressinthisfield.
Sendreplyemails
to
contactrepliestoyouremailcampaign,thisistheaddresstowhichthe
inthisfield.
Sendbounced
emailsto
thisfield.
Emailschedulingsettings
Note:Thissectiondisplaysonlywhensplittestschedulingisenabled.Toenableordisablesplit
testscheduling,clickSettings>CronsettingsandconfiguretheSplittestcampaignsitem.
Table 16 SendingaSplitTest:TestSettings
Sendyoursplit
testnow?
Selectthisifyouwanttosendthesplittestcampaignimmediately.
Deselectthistoscheduleadateandtimetosendtheemail.
Figure 90 ScheduleSplitTest
Selectthedate,monthandyearinthefirstthreelists,andselectthe
hour,minuteandAM/PMinthelastthreelists.
Notifyowner
aboutsending?
Selectthisifyouwanttosendanemailtothelistownerwhenascheduled
campaignstartssending,andanotherwhenitfinishessending.
Advancedsettings(optional)
Myfirstname
customfieldis
Ifyouremailcampaignsuseacustomfieldtodefinearecipientsfirst
name,selectithere.
Ifyouremailcampaignsuseasinglefieldtodefinearecipientsname,
customfields.
Mylastname
customfieldis
Ifyouremailcampaignsuseacustomfieldtodefinearecipientslast
name,selectithere.
Ifyouremailcampaignsuseasinglefieldtodefinearecipientsname,
leavethisfieldblank.
customfields.
Sendyouremailas SelectthistosendbothHTMLandtextelementsofamultipartemail
multipart?
emails.
Trackopenrates
forHTMLemails?
Note:Thisoptioncannotbedeselected,asitisnecessaryforsplittesting
campaignstowork.
inthisemail
inthissplittestthatareclickedbytherecipient.
Note:Thisoptioncannotbedeselected,asitisnecessaryforsplittesting
campaignstowork.
Embedimagesas
attachments
7 ClickNext.Inthescreenthatdisplays,reviewyoursplittest.
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.
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
Clickthistosendanewemailcampaign.SeeSendingEmailCampaignson
page91formoreinformation.
Deleteselected
Selectoneormoreemailcampaignsandclickthistodeletetheselected
campaign(orcampaigns).
SelectaboxbelongingtoanemailcampaignbeforeclickingtheDelete
selectedbutton.
Emailcampaign
nameemailsubject
Thisdisplaysthenameoftheemailcampaignscheduledforsending,and
thesubjectlineoftheemailcampaign.
Campaigntype
Thisdisplaysthetypeofemailcampaign.
Contactlist
Thisdisplaysthecontactlisttowhichtheemailcampaignisscheduledto
besent.
Table 17 ViewScheduledEmailCampaigns
Datescheduled
Thisdisplaysthedateandtimeatwhichtheemailcampaignisscheduled
tobesent.
Activitystatus
Foremailcampaignsscheduledtobesentataspecifictimeinthe
future,atimerdisplaysthatcountsdowntothetimeatwhichthe
campaignwillbesent.
Waitingtosenddisplaysiftheemailcampaignisscheduledfor
immediatesending,butisyettobesent.Thecampaignwillbesent
whenthecronjobruns.
Pauseddisplayswhentheemailcampaignhasbeentemporarily
stopped.
Completedisplayswhentheemailcampaignhasfinishedsending.
Action
ClickViewtoseeapreviewoftheemailcampaigninanewbrowser
window.
ClickPausetotemporarilystopacampaignthatisrunning.
ClickResumetostartacampaignthathasbeentemporarilystopped.
ClickEdittochangethesettingsofanemailcampaign.SeeCreating
andEditingEmailCampaignsonpage87formoreinformation.
ClickDeletetoremovethecampaign(orcampaigns)fromInterspire
EmailMarketer.Thecampaigncannotberetrieved.
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
ClickthistogototheCreateanautoresponderscreen.SeeCreatingand
EditingAutorespondersonpage112formoreinformation.
Chooseanaction
Selectoneormoreautoresponders,selectanoptionfromthelistandclick
Gotoperformtheselectedaction.
Table 18 ViewAutoresponders
Selectaboxbelongingtoanautoresponderbeforechoosinganoption
Selecttheboxatthetopofthecolumntoselectallautoresponders.
Name
Thisdisplaysthenameoftheautoresponder.
Created
Thisdisplaysthedateonwhichtheautoresponderwascreated.
Sent
Thisdisplaysthetimethattheautoresponderissentafteracontactsigns
up.
Owner
ThisdisplaysthenameoftheInterspireEmailMarketeruserwhocreated
theautoresponder.
Active
Atick(
)displaysiftheautoresponderisenabled.The
autoresponderissentwhenattherelevanttime.
Across(
)displaysiftheautoresponderisdisabled.The
autoresponderisnottakenattherelevanttime.
Action
ClickViewtoseeafullscreenversionoftheautoresponder.
ClickEdittoupdatetheautoresponder.Thescreensthatdisplayare
similartotheCreateanAutoresponderscreens(seeCreatingand
EditingAutorespondersonpage112).
ClickCopytocreateanewcopyoftheautoresponder.Thenew
autoresponderdisplays,withCopyofappendedtotheoriginalname.
ClickDeletetoremovetheautoresponderfromInterspireEmail
Marketer.Theautorespondercannotberetrieved.
CreatingandEditingAutoresponders
InterspireEmailMarketerallowsyoutocreateautorespondersusingthebuiltineditor.
Note:Ifyouwanttocreateanewautoresponderbasedonanautoresponderyoucreated
previously,usetheAutoresponders>Viewautorespondersscreentocopythe
template,theneditthenewtemplate.SeeViewingAutorespondersonpage110.
Toeditanautoresponder,clickitsEditlinkintheAutoresponders>Viewautoresponders
screen.
Takethefollowingstepstocreateanautoresponder:
1 ClickAutorespondersinthenavigationbarandselectCreateanautoresponder.
Figure 100 CreateanAutoresponder:SelectaContactList
2 SelectthecontactlistforthisautoresponderandclickNext.
Figure 101 CreateanAutoresponder:NameandSearch
3 EnteranamefortheautoresponderintheNamethisautoresponderfield.
4 Ifyouwanttosendthisautorespondertoallcontactswhosignupandsubsequently
confirmthattheywanttoreceiveemails,selectAllcontactsinmylistwithastatusof
confirmed.
Alternatively,youcansendthisautorespondertocertaincontactsonly.SelectOnly
contactswhomatchmysearchcriteria(below).Thefollowingfieldsdisplay.
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.
6 ClickNext.
Figure 105 Autoresponder:SendingOptions
Table 19 Autoresponder:SendingOptions
Autoresponderdetails
Sendfromthis
name
youwanttochangethisname,enterthenewnameinthisfield.
Sendfromthis
emailaddress
addressinthisfield.
Sendreplyemails
to
contactrepliestoyourautoresponder,thisistheaddresstowhichthe
inthisfield.
Sendbounced
emailsto
thisfield.
Emailformat
SelectHTMLandTextifyouwantthisautorespondertobesentwith
bothHTMLandplaintextelements(multipart).Emailclientsthatcan
displayHTMLmessagesusetheHTMLelement,andclientsthat
cannotdisplayHTMLusetheplaintextelement.
SelectTextifyouwantthisautorespondertobesentinplaintextonly.
SelectHTMLifyouwantthisautorespondertobesentinHTMLonly.If
youselectthisoption,youremailswillnotdisplayinemailclientsthat
cannotdisplayHTMLmessages.
Myfirstname
customfieldis
Ifyourautoresponderusesacustomfieldtodefinearecipientsfirst
name,selectithere.
Ifyourautoresponderusesasinglefieldtodefinearecipientsname,
Mylastname
customfieldis
Ifyourautoresponderusesacustomfieldtodefinearecipientslastname,
selectithere.
Ifyourautoresponderusesasinglefieldtodefinearecipientsname,leave
thisfieldblank.
Sendtoexisting
contacts
Selectthistosendtheautorespondertocontactswhoalreadybelongto
thecontactlist.
Forexample,ifyousetupanautorespondertosendninetydaysaftera
contactwasaddedtothelist,contactswhowereaddedtothelistfewer
thanninetydaysagowillreceivetheautoresponderontherelevantdate.
Sendingoptions
Sendthis
autoresponder
SelectAssoonasthecontactjoinsmylisttosendtheautoresponderto
contactsimmediatelywhentheyjointhelist.
SelectAfterthecontacthasbeenonmylistfortosendthe
autoresponderaspecificnumberofhours,days,weeks,monthsoryears
afterthecontacthasjoinedthelist.Enterthetimeinthefieldsthat
display.
Advancedoptions
Sendyouremailas SelectthistosendbothHTMLandtextelementsofamultipart
multipart?
autorespondertorecipients.Thisallowsarecipientsemailclientto
choosethecorrectdisplaymethod.
emails.
Trackopenrates
forhtmlemails?
SelectthistohaveInterspireEmailMarketertracktheproportionof
HTMLautorespondersopenedbytheirrecipients.
inthisemail?
inthisautoresponderthatareclickedbytherecipient.
YoucanviewtheresultsofclickedlinksintheStatistics>Autoresponder
statistics.
Embedimagesas
attachments?
linkingtothem.Thisallowsrecipientstoviewtheautoresponderoffline,
Autorespondercontent
Iwantto
SelectCreatethecontentofmyautoresponderfromscratchifyou
donotwanttobasethisautoresponderonanexistingtemplate.
SelectUseatemplateasthebasisofmyautoresponderifyouwant
tobasethisautoresponderonanexistingtemplate.
Figure 106 Autoresponder:SelectaTemplate
Selectthetemplateuponwhichyouwanttobasethisautoresponder.
7 ClickNext.Theautorespondereditordisplays.
Figure 107 TheAutoresponderEditor
8 SpecifyhowyouwanttobuildtheHTMLautoresponder.
9 CustomizetheHTMLemailusingtheeditor.SeeUsingtheHTMLEditoronpage159
formoreinformation.
10Customizethetextemailusingtheeditor.SeeUsingtheTextEditoronpage195for
moreinformation.
11Checkthatyourautoresponderwillnotbemarkedasspambyarecipient'semail
client.ClickCheckyouremailforspam.
Note:Thischecksthetextinyourautoresponderagainstalistofknownspamkeywords.
However,itcannotguaranteethatyourautoresponderwillbedeliveredtoall
recipients.
Figure 108 CheckYourEmailforSpam
IfeithertheHTMLortextversionsofyouremailbreakanyrules,takenoteofthe
offendingtextandedittheautorespondertonotincludetheterm.
Clickthe icontoclosetheCheckyouremailforspamwindow.
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
ViewingandManagingTriggers
ToviewtheeventtriggersalreadysetupinInterspireEmailMarketer,clickAutoresponders
inthenavigationbar,thenViewtriggers.
Note:Beforeyousetuptriggers,youneedtoenablescheduling(cronjobs).SeeManaging
CronJobsonpage250formoreinformation.
Figure 109 ViewingTriggers
Table 20 ViewingTriggers
Createatrigger
Clickthistosetupanewtriggerevent.SeeCreatingandEditingTriggers
onpage122forinformationonthescreenthatdisplays.
Chooseanaction
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
Thisdisplaysthenamethatyouassignedtothiseventtrigger.Thisname
doesnotdisplaytothepublic.
Created
Thisdisplaysthedateonwhichyoucreatedtheeventtrigger.
Triggeredby
Thisdisplaysinformationaboutthetypeofeventthatsetsoffthetrigger.
PredefineddatedisplaysifyouselectedBasedonaspecificdate
whenyoucreatedtheeventtrigger.
CustomfielddisplaysifyouselectedBasedonacontact'sdatefield
LinkclickeddisplaysifyouselectedBasedonalinkbeingclicked
EmailcampaignopeneddisplaysifyouselectedBasedonaemail
campaignbeingopenedwhenyoucreatedtheeventtrigger.
When
Thisdisplaysinformationaboutwhentherelevantactionoccurs.
ImmediatelyafterdisplaysifyouselectedOnorOnthedatewhen
youcreatedtheeventtrigger.
[X]hoursbeforedisplaysifyouselectedBefore[X]hourswhenyou
createdtheeventtrigger.
Note:Evenifyouselected[X]daysor[X]weekswhenyoucreatedthe
eventtrigger,therelevantnumberofhoursdisplays.
N/Adisplaysifyouselectedanoptionotherthanthoseabovewhen
Active
Atick(
)displaysifthetriggerisenabled.Therelevantactionis
takenifthetriggereventoccurs.
Across(
)displaysifthetriggerisdisabled.Therelevantactionis
nottakenifthetriggereventoccurs.
Action
ClickEdittomodifythetrigger.TheEdittriggerscreensGeneral
settingstabdisplays(seeCreatingandEditingTriggersonpage122).
ClickCopytocreateanewtriggerwiththesamepropertiesasthe
original.ThenewtriggerdisplayswithCopyofprependedtoitsname.
ClickDeletetoremovethetriggerfromInterspireEmailMarketer.
Deletedtriggerscannotberetrieved.
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
Enteradescriptivenameforthiseventtrigger.Thisnamedisplaysonlyin
theconfigurationinterface,andnottoyourcontacts.
Activatethistrigger
Selectthetypeofeventthatshouldsetoffthistrigger,andconfigurethe
additionalfieldsthatdisplay.SeeConfiguringTriggerActivationOptions
onpage124forinformationonconfiguringthisfield.
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.
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.
Save
ClickthistosaveyourchangesinthisscreenandreturntotheView
triggersscreen.
Cancel
ClickthistoreturntotheViewtriggersscreenwithoutsavingyour
changes.
ConfiguringTriggerActivationOptions
ThissectiondescribestheoptionsavailableintheCreateanewTriggerscreensActivatethis
triggerfield.
Ifyouwanttobaseatriggeronacustomdatefield(forexample,DateofBirth),select
Basedonacontactsdatefield.SeeBasedonaContactsDateFieldonpage125.
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
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
Table 22 CreateaNewTrigger:SendingOptions
Sendfromthisname
Thisisthenameofthepersonfromwhichthetriggeredemailwillbesent.
Thisdisplaysyourusersfullname(specifiedinyouruseraccountsettings;
seeCreatingandEditingUserAccountsonpage232).Ifyouwanttousea
differentname,enterthenewnameinthisfield.
Sendfromthisemail
address
Thisistheemailaddressfromwhichthetriggeredemailwillbesent.
Thisdisplaysyouremailaddress(specifiedinyouruseraccountsettings).
Ifyouwanttouseadifferentname,enterthenewnameinthisfield.
Sendreplyemailsto
Thisistheemailaddresstowhichacontactsreplyemailwillbesent.
Thisdisplaysyouremailaddress(specifiedinyouruseraccountsettings).
Ifyouwanttouseadifferentname,enterthenewnameinthisfield.
Sendbouncedemails Entertheaddresstowhichundeliverableemailsaresent.
to
Myfirstname
customfieldis
Ifyouuseacustomfieldtodefinearecipientsfirstname,selectithere.
Ifyouuseasinglefieldtodefinearecipientsname,selectitinthisfield.
Mylastname
customfieldis
Ifyouuseacustomfieldtodefinearecipientslastname,selectithere.
Ifyouuseasinglefieldtodefinearecipientsname,leavethisfieldblank.
Sendyouremailas
multipart
SelectthistosendbothHTMLandtextelementsofamultipartemail
emails.
Trackopenratesfor
htmlemails
Tracklinksclickedin
thisemail
SelectthistohaveInterspireEmailMarketertracktheproportionoflinks
inthisemailcampaignthatareclickedbytherecipient.
YoucanviewtheresultsofclickedlinksintheStatistics>Email
campaignstatistics.
Embedimagesas
attachments
Save
ClickthistosaveyourchangesinthisscreenandreturntotheView
triggersscreen.
Cancel
ClickthistoreturntotheViewtriggersscreenwithoutsavingyour
changes.
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
Clickthistodefineanewcustomfield.SeeCreatingandEditingCustom
Fieldsonpage130forinformationonthescreensthatdisplay.
Deleteselected
Selectaboxbelongingtooneormorefields,thenclickthisbuttonto
deletetheselectedfields.
SelectaboxbelongingtoafieldbeforeclickingtheDeleteselected
button.
Selecttheboxatthetopofthecolumntoselectallfields.
Customfield
Thisdisplaysthenameofthecustomfield.
Created
Thisdisplaysthedateonwhichyoucreatedthecustomfield.
Type
Thisdisplaysthetypeofcustomfield.SeeCreatingandEditingCustom
Fieldsonpage130forinformationonthetypesofcustomfieldsavailable.
Mandatory
ThisdisplaysYesifacontactmustcompletethisfieldtobeaddedtothe
contactlist.
Action
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.
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.
Table 24 ConfiguringaTextField
Maximumlength
Enterthemaximumnumberofcharactersacontactmayenterinthis
field.
Minimumlength
Entertheminimumnumberofcharactersacontactmayenterinthisfield.
Next
Clickthistosaveyourchangesinthisscreenandproceedwithconfiguring
yourcustomfield.Seestep6onpage131.
Cancel
ClickthistoreturntotheViewcustomfieldsscreen.SeeViewingand
ManagingCustomFieldsonpage130.
ConfiguringaMultilineTextField
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectMultiline
textfieldintheCreateaCustomField:TypeandNamescreen(seeCreatingandEditing
CustomFieldsonpage130).
Figure 125 ConfiguringaMultilineTextField
Table 25 ConfiguringaMultilineTextField
Defaultvalue
Numberofrows
Enterthenumberofrowsyouwantthetextfieldtohave.
Numberofcolumns
Enterthenumberofcolumnsyouwantthetextfieldtohave.
Next
Cancel
ConfiguringaNumbersOnlyField
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectNumbers
onlyfieldintheCreateaCustomField:TypeandNamescreen(seeCreatingandEditing
Figure 126 ConfiguringaNumbersOnlyField
Table 26 ConfiguringaNumbersOnlyField
Defaultvalue
Fieldlength
Enterthelengthofthefieldasyouwantittodisplayonyourwebsite.
Maximumlength
Enterthemaximumnumberofcharactersacontactmayenterinthis
field.
Minimumlength
Entertheminimumnumberofcharactersacontactmayenterinthisfield.
Next
Cancel
ConfiguringaPickList
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectPickListin
theCreateaCustomField:TypeandNamescreen(seeCreatingandEditingCustomFields
onpage130).
Figure 127 ConfiguringaPickList
Table 27 ConfiguringaPickList
Instructionaltext
Enterthetextthatdisplaystotelltheuserhowtoconfigurethefield.
Listofvalues
Enteralltheoptionstheusermaypickfromthelist.
Sortvalues
alphabetically
ClickthistoarrangetheoptionsfromAtoZ.
Next
Cancel
ConfiguringCheckboxes
Thissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselect
CheckboxesintheCreateaCustomField:TypeandNamescreen(seeCreatingand
EditingCustomFieldsonpage130).
Figure 128 ConfiguringCheckboxes
Table 28 ConfiguringCheckboxes
Listofvalues
Enteralltheoptionstheusermayselect.Eachoptionhasacheckbox.
Sortvalues
alphabetically
Next
Cancel
ConfiguringRadioButtons
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectRadio
ButtonsintheCreateaCustomField:TypeandNamescreen(seeCreatingandEditing
Figure 129 ConfiguringRadioButtons
Table 29 ConfiguringRadioButtons
Listofvalues
Enteralltheoptionstheusermayselect(theusermayselectonlyone
option).Eachoptionhasaradiobutton.
Sortvalues
alphabetically
Next
Cancel
ConfiguringaDateField
ThissectiondescribeshowtoconfigurethescreenthatdisplayswhenyouselectDateField
intheCreateaCustomField:TypeandNamescreen(seeCreatingandEditingCustom
Fieldsonpage130).
Figure 130 ConfiguringaDateField
Table 30 ConfiguringaDateField
Defaultvalue
Enterthedate(orothertext)thatdisplaysbeforetheuserselects
anything.Youmayleavethisblankifyoudonotwantanythingtodisplay.
Displayorder(first/
second/third)
Selecttheorderinwhichyouwanttheday,monthandyeartodisplay.
Startyear
Entertheearliestyeartheusermayselect.
Endyear
Enterthelatestyeartheusermayselect.
Next
Cancel
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
Emailcampaign
name
Thisdisplaysthenameoftheemailcampaign.
Listname
Thisdisplaysthenameofthelistwithwhichthisemailcampaignis
associated.
Datestarted
Thisdisplaysthedateandtimeatwhichthecampaignstartedsending.
Datefinished
Thisdisplaysthedateandtimeatwhichthecampaigncompleted
sending.
Recipients
Thisdisplaysthenumberofcontactstowhomtheemailcampaignwas
sent.
USINGSTATISTICS 141
Table 31 ViewingEmailCampaignStatistics
Unsubscribes
Thisdisplaysthenumberofcontactswhosubsequentlyunsubscribed
fromthecontactlistusingthelinkintheemail.
Bounces
Thisdisplaysthenumberofemailssentinthiscampaignwhichcouldnot
bedelivered.
Action
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.
Openstatistics
Usethistabtoseeinformationaboutthenumberandpercentageof
emailsinthiscampaignthatwereopenedbytheirrecipients.Youcanalso
seethedateonwhichanemailwasopenedbyanindividualrecipient,and
whetheritwasopenedasHTMLorplaintext.
142 USINGSTATISTICS
Table 32 DetailedEmailCampaignStatistics
Linkstatistics
Usethistabtoseeinformationaboutthenumberandpercentageoflinks
inthisemailcampaignthatwereclickedbytheirrecipients,aswellasthe
averagenumberofclicksperemail,andthemostpopularlinkinthis
campaign.Youcanalsoseewhichindividualrecipientsclickedalink,and
atwhatdateandtime.
Bouncestatistics
undeliverableemailsinthiscampaign,aswellasthenumberofhard
bouncesandsoftbounces.Youcanalsoseethetypeofbounce(hardor
soft)foreachbouncedemail,theexactreasonthattheemailwasnot
delivered,andthedateandtimeatwhichthebounceoccurred.
Note:Hardbouncesareemailsthatwerenotdeliveredbecauseofa
permanentreason(forinstance,theemailaccountdoesnotexist),
whereassoftbouncesareemailsthatwerenotdeliveredfora
temporaryreason(forinstance,therecipientsinboxwasfull).
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
Thisdisplaysthenameofthesplittest.
Splittesttype
Thisdisplaysthetypeoftest:
SplittestdisplaysifyouselectedFindawinningemailandshowme
theresultswhenyoucreatedthetest.Thecampaignsaresenttothe
wholecontactlistinequalproportion,andthewinnerisdisplayedto
you.
BestperformingdisplaysifyouselectedFindawinningemailthen
sendittomylistautomaticallywhenyoucreatedthetest.The
campaignsaresenttoasmallpartofyourcontactlist,andthewinner
isautomaticallysenttotherestofthelist.
Sentto
Thisdisplaysthenameofthecontactlist,contactlists,orcontactlist
segmentstowhichthistestwassent.
Emailssent
Thisdisplaysthenameofeachemailcampaignthatispartofthissplit
test.
Winner
Thisdisplaysthenameofthewinningemailcampaign(basedonthe
criterionyouselectedwhenyousetupthetest).
Ifnotrackinginformationhasbeenreceived,orallcampaignsare
performingequally,Nonedisplays.
Ifthetesthasnotyetfinishedsending,Stillsendingdisplays.
Note:Placethemousepointeroverthewinnersnametoseemore
information.
Finishedsending
Thisdisplaysthedateandtimeatwhichthesplittestcompletedsending
thetestemails.
Action
ClickViewtoseedetailedstatisticsaboutthesplittest.SeeViewing
DetailedSplitTestStatisticsonpage143.
ClickExporttosaveasplittestsstatisticsasaCSV(Comma
SeparatedValue)file.SeeExportingStatisticsonpage153.
ClickPrinttoselectthesplittestsstatisticsyouwanttoprint,viewa
ClickDeletetoremoveasplittestsstatisticsfromInterspireEmail
ViewingDetailedSplitTestStatistics
Toviewdetailedstatisticsaboutasplittest,clickStatisticsinthenavigationbar,thenclick
Splitteststatistics.ClickatestsViewlink.
thesescreens.
TheDetailedsplitteststatisticsscreendisplaysattheStatisticssnapshottab.
144 USINGSTATISTICS
Figure 135 DetailedSplitTestStatistics
Table 34 DetailedSplitTestStatistics
Statisticssnapshot
Usethistabtoseegeneralinformationaboutthesplittest,includingthe
bestperformingemailcampaign,aswellas:
Thenumberofopenedemailsofeachtype.
Thenumberofclicksineachemail(theclickthroughrate).
Thenumberofbouncedemailsofeachtype.
Thenumberofcontactsunsubscribingfromeachemail.
Openstatistics
uniqueemailopensforeachemailcampaigninthistest.
Linkstatistics
inemailsofeachtypeinthistestthatwereclickedbytheirrecipients.
Bouncestatistics
undeliverableemailsofeachtypeinthistest.
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
Selecttheboxatthetopofthecolumntoselectallautoresponders.
Namethis
autoresponder
Thisdisplaysthenameoftheautoresponder.
Contactlist
Thisdisplaysthenameofthelistwithwhichthisautoresponderis
associated.
Sent
Thisdisplaysthetimeaftersignupthatthisautoresponderissent.
Recipients
Thisdisplaysthenumberofcontactstowhomtheautoresponderhas
beensent.
Unsubscribes
Thisdisplaysthenumberofcontactswhosubsequentlyunsubscribed
fromthecontactlistusingthelinkintheautoresponder.
Bounces
Thisdisplaysthenumberofautorespondersofthistypethatcouldnotbe
delivered.
Action
ClickViewtoseedetailedstatisticsabouttheautoresponder.See
ViewingDetailedAutoresponderStatisticsonpage146.
ClickPrinttoselecttheautorespondersstatisticsyouwanttoprint,
viewapreviewoftheprinteddocument,andsendtheprintjobtoyour
ClickDeletetoremoveanautorespondersstatisticsfromInterspire
EmailMarketer.Thestatisticscannotberetrieved.
146 USINGSTATISTICS
ViewingDetailedAutoresponderStatistics
Toviewdetailedstatisticsaboutanautoresponder,clickStatisticsinthenavigationbar,
thenclickAutoresponderstatistics.ClickanautorespondersViewlink.
thesescreens.
TheDetailedautoresponderstatisticsscreendisplaysattheStatisticssnapshottab.
Figure 137 DetailedAutoresponderStatistics
Table 36 DetailedAutoresponderStatistics
Statisticssnapshot
Usethistabtoseegeneralinformationabouttheautoresponder,aswell
asthenumberofopened,unopenedandbouncedautoresponders.You
canalsoseethepercentageofautorespondersthatwereopened.
Openstatistics
autorespondersthatwereopenedbytheirrecipients.Youcanalsoseethe
dateonwhichanautoresponderwasopenedbyanindividualrecipient,
andwhetheritwasopenedasHTMLorplaintext.
Linkstatistics
inthisautoresponderthatwereclickedbytheirrecipients,aswellasthe
averagenumberofclicksperautoresponder,andthemostpopularlinkin
thisautoresponder.Youcanalsoseewhichindividualrecipientsclickeda
link,andatwhatdateandtime.
USINGSTATISTICS 147
Table 36 DetailedAutoresponderStatistics
Bouncestatistics
undeliverableautoresponders,aswellasthenumberofhardbouncesand
softbounces.Youcanalsoseethetypeofbounce(hardorsoft)foreach
bouncedautoresponder,theexactreasonthattheautoresponderwasnot
Note:Hardbouncesareautorespondersthatwerenotdeliveredbecause
ofapermanentreason(forinstance,theemailaccountdoesnot
exist),whereassoftbouncesareautorespondersthatwerenot
deliveredforatemporaryreason(forinstance,therecipientsinbox
wasfull).
unsubscribedusingalinkinthisautoresponder.Youcanalsoseetheemail
addressofeachcontact,thedateandtimeatwhichthecontact
unsubscribed,andthemonthwiththegreatestnumberofcontacts
unsubscribing.
forwardedthisautorespondertotheirfriends.
Contactinformation
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
Selectaboxbelongingtoatriggerbeforechoosinganoptionfromthe
Chooseanactionlist.
Selecttheboxatthetopofthecolumntoselectalltriggers.
Name
Thisdisplaysthenameofthetrigger.
Triggeredby
Thisdisplaysinformationaboutthetypeofeventthatsetsoffthetrigger.
PredefineddatedisplaysifyouselectedBasedonaspecificdate
CustomfielddisplaysifyouselectedBasedonacontact'sdatefield
LinkclickeddisplaysifyouselectedBasedonalinkbeingclicked
EmailcampaignopeneddisplaysifyouselectedBasedonaemail
campaignbeingopenedwhenyoucreatedtheeventtrigger.
When
Thisdisplaysinformationaboutwhentherelevantactionoccurs.
ImmediatelyafterdisplaysifyouselectedOnorOnthedatewhen
[X]hoursbeforedisplaysifyouselectedBefore[X]hourswhenyou
createdtheeventtrigger.
Note:Evenifyouselected[X]daysor[X]weekswhenyoucreatedthe
eventtrigger,therelevantnumberofhoursdisplays.
N/Adisplaysifyouselectedanoptionotherthanthoseabovewhen
Action
ClickViewtoseedetailedstatisticsaboutthetrigger.SeeViewing
DetailedTriggerStatisticsonpage148.
ClickPrinttoselectthetriggerstatisticsyouwanttoprint,viewa
ClickDeletetoremoveatriggersstatisticsfromInterspireEmail
ViewingDetailedTriggerStatistics
Toviewdetailedstatisticsaboutatrigger,clickStatisticsinthenavigationbar,thenclick
Triggerstatistics.ClickatriggersViewlink.
thesescreens.
USINGSTATISTICS 149
TheDetailedtriggerstatisticsscreendisplaysattheStatisticssnapshottab.
Figure 139 DetailedTriggerStatistics
Table 38 DetailedTriggerStatistics
Statisticssnapshot
Usethistabtoseegeneralinformationaboutthetrigger,aswellasthe
numberofopened,unopenedandbouncedtriggeremails.
Openstatistics
opensfortriggeremails.
Linkstatistics
intriggeremailsthatwereclickedbytheirrecipients.
Bouncestatistics
triggeredemailsthatweresentbutcouldnotbedelivered.
unsubscribedusingalinktriggeremails.
forwardedtriggeredemailstotheirfriends.
Contactinformation
Usethistabtoseeinformationaboutthecontactstowhomthistriggered
emailhasbeensent.
Failedsend
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
Thisdisplaysthenameofthecontactlist.
Created
Thisdisplaysthedateonwhichthiscontactlistwassetup.
Contacts
Thisdisplaysthenumberofcontactsinthislist.
Unsubscribes
Thisdisplaysthenumberofcontactswhohaveunsubscribedfromthis
contactlist.
Action
ClickViewtoseedetailedstatisticsaboutthecontactlist.SeeViewing
DetailedContactListStatisticsonpage150.
ClickPrinttoselectthecontactlistsstatisticsyouwanttoprint,viewa
ViewingDetailedContactListStatistics
Toviewdetailedstatisticsaboutacontactlist,clickStatisticsinthenavigationbar,then
clickContactliststatistics.ClickacontactlistsViewlink.
thesescreens.
TheDetailedcontactliststatisticsscreendisplaysattheContactssnapshottab.
USINGSTATISTICS 151
Figure 141 DetailedContactListStatistics
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
emailsthatwereopenedbymembersofthiscontactlist.Youcanalsosee
thedateonwhichanemailwasopenedbyanindividualrecipient,and
whetheritwasopenedasHTMLorplaintext.
Linkstatistics
inemailsthatwereclickedbytheirmembersofthiscontactlist,aswellas
theaveragenumberofclicksperemail,andthemostpopularlinkoverall.
Youcanalsoseewhichindividualrecipientsclickedalink,andatwhat
dateandtime.
152 USINGSTATISTICS
Table 40 DetailedContactListStatistics
Bouncestatistics
undeliverableemailssenttothiscontactlist,aswellasthenumberofhard
bouncesandsoftbounces.Youcanalsoseethetypeofbounce(hardor
soft)foreachbouncedemail,theexactreasonthattheemailwasnot
Note:Hardbouncesareemailsthatwerenotdeliveredbecauseofa
permanentreason(forinstance,theemailaccountdoesnotexist),
whereassoftbouncesareemailsthatwerenotdeliveredfora
temporaryreason(forinstance,therecipientsinboxwasfull).
unsubscribedfromthislist.Youcanalsoseetheemailaddressofeach
contact,thedateandtimeatwhichthecontactunsubscribed,andthe
monthwiththegreatestnumberofcontactsunsubscribing.
Usethistabtoseeinformationaboutthenumberofcontactsinthislist
whohaveforwardedemailstotheirfriends.
ViewingUserAccountStatistics
ToviewstatisticsaboutInterspireEmailMarketersuseraccounts,clickStatisticsinthe
navigationbar,thenclickUseraccountstatistics.
Note:ConfigureuseraccountsintheUseraccountscreens;seeConfiguringUserAccounts
onpage231.
Thisscreenshowsanoverviewofyourcontactlists,andsomebasicstatisticsabouteach.
YoucanViewanuseraccountsdetailedstatistics.
Figure 142 ViewingUserAccountStatistics
Table 41 ViewingUserAccountStatistics
Username
ThisdisplaystheusersInterspireEmailMarketerusername.
Fullname
Thisdisplaystheusersfullname.
Activitystatus
ThisdisplaysActiveiftheusermaylogintoInterspireEmailMarketerand
sendemails.
ThisdisplaysInactiveiftheuserexistsinthesystem,butmaynotloginor
sendemails.
Usertype
Thisdisplaystheusersprivilegelevel.SeeConfiguringUserPermissions
onpage236formoreinformation.
Action
ClickViewtoseedetailedstatisticsabouttheuser.SeeViewingDetailed
UserAccountStatisticsonpage153.
USINGSTATISTICS 153
ViewingDetailedUserAccountStatistics
Toviewdetailedstatisticsaboutauseraccount,clickStatisticsinthenavigationbar,then
clickContactliststatistics.ClickacontactlistsViewlink.
thesescreens.
TheDetailedcontactliststatisticsscreendisplaysattheContactssnapshottab.
Figure 143 DetailedUserAccountStatistics
Table 42 DetailedUserAccountStatistics
Useraccount
statistics(snapshot)
Usethistabtoseestatisticsabouttheuserscreationdateandlastlogin
date,thenumberofemailcampaigns,autorespondersandcontactlists
theuserhascreated,andthenumberofopenedandbouncedemailsthe
userhassentout.
Emailssent
Usethistabtoviewthenumberofemailstheuserhassentinagiven
period.
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.
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.
Fullscreenmode
ClickthistoexpandtheHTMLeditortooccupythefull
browserwindow.Wheninfullscreenmode,clickthisicon
againtoreturntowindowedmode.
Undo
Clickthistoundothelastchangeyoumadetothedocument.
Redo
Clickthistorepeatthelastchangeyoumadetothe
document.
Paste
Clickthistoplacethecontentsoftheclipboardintothe
documentattheinsertionpoint.
Ifyouwanttopasteanimageorformattedtext,select
Paste.
Ifyouwanttopastetext,whileremovingtextformatting,
selectPasteasPlainText.
IfthecontentsoftheclipboardweretakenfromMicrosoft
Word,selectthePastefromMSWordoption.This
removesformattingtags.
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.
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
Clickthistoboldtheselectedtextor,ifthetextisalready
bolded,toremovebolding.
Underline
Clickthistounderlinetheselectedtextor,ifthetextisalready
underlined,toremovetheline.
Italic
Clickthistoitalicisetheselectedtextor,ifthetextisalready
italic,toremovetheitalics.
Insertorderedlist
Clickthistoinsertanumberedlist.Ifyouselectparagraphs
alreadyinthedocumentandclickthis,thetextisconvertedto
anumberedlist.
Insertunorderedlist
Clickthistoinsertabulletedlist.Ifyouselectparagraphs
alreadyinthedocumentandclickthis,thetextisconvertedto
abulletedlist.
Alignleft
Selecttextinthedocumentandthenclickthistoalignthetext
totheleftsideofitstextbox.
Aligncenter
tothecenterofitstextbox.
Alignright
totherightsideofitstextbox.
Justify
toboththeleftandrightsidesofitstextbox.
Help
ClickthistoseeonlinehelpfortheHTMLeditorfromthe
InterspireEmailMarketerknowledgebase.
Removetext
formatting
Selecttextandclickthistoreturnthetexttoitsdefaultstate.
Increaseindent
Selecttextandclickthistoincreasethespacebetweenthe
textandtheleftsideofitstextbox.
Decreaseindent
Selecttextandclickthistodecreasethespacebetweenthe
textandtheleftsideofitstextbox.
Subscript
Selecttextandclickthistoreducethetextinsizeanddropit
belowtheregularlevel.
Superscript
Selecttextandclickthistoreducethetextinsizeandraiseit
abovetheregularlevel.
Insertlink
Selecttext,thenclickthistoturnthetextintoahyperlink.The
Linkscreendisplays.
SeeCreatingandEditingHyperlinksonpage165formore
information.
Createemaillink
Selecttext,thenclickthistoturnthetextintoalinkthata
recipientcanclicktosendanemailtotheaddressthatyou
specify.
SeeCreatingandEditingEmailLinksonpage169formore
information.
Insert/modifyanchor Clickthistoinsertananchorattheinsertionpoint.
Selectanexistinganchorandclickthistoedittheanchors
name.
Awindowdisplays.EnterthenewAnchorNameandclickOK.
Insertormodifyan
image
ClickthistouploadanimagetotheInterspireEmailMarketer
serverandinsertitattheinsertionpoint.
Selectanexistingimagetoedititsproperties.
SeeInsertingandEditingImagesonpage170formore
information.
Tablefunctions
Clickthistoseeamenuthatallowsyoutocreateandmodify
HTMLtables.
SeeCreatingandEditingTablesonpage173formore
information.
Formfunctions
Clickthistoseeamenuthatallowsyoutocreateandmodify
HTMLforms.
SeeInsertingandEditingFormsonpage177formore
information.
Modifypage
properties
ClickthistoseeandeditbasicinformationabouttheHTML
page.SeeModifyingPagePropertiesonpage185formore
information.
Insertacustomfield
Clickthistoinsertacustomfield.Customfieldsusevariables
toincludeinformationdefinedelsewhere.Mostofthese
variablesaredifferentforeachsubscriber(contactsemail
address,forexample).
Youcanalsodefinevariablesthatarespecifictoeachcontact
list.
SeeInsertingCustomFieldsonpage185formoreinformation.
Fontname
Selectthefontfamilythatyouwanttousefortheselected
text.Ifnotextisselected,thechangeaffectstheentire
paragraph.
Fontsize
Selectthefontsizethatyouwanttousefortheselectedtext.
Ifnotextisselected,thechangeaffectstheentireparagraph.
Format
Selecttheheadingstylethatyouwanttousefortheselected
text.Ifnotextisselected,thechangeaffectstheentire
paragraph.
Fontcolor
Selecttextandclickthistoassignthecolorthatdisplaystothe
text.
Toviewacolorpicker,clickthetriangulariconnexttothe
button.Clickacolortoassignthecolortothetext.
coloryouwanttouse,enteritsRGB(Red,Green,Blue)values,
orenteritshexvalue,andclickOK.
Highlight
Selectthisandclickthistohighlightthetext.Highlightingtext
addsacoloredbackgroundtothetext.
Toviewacolorpicker,clickthetriangulariconnexttothe
button.Clickacolortoassignthecolortothetext
background.
coloryouwanttouse,enteritsRGB(Red,Green,Blue)values,
orenteritshexvalue,andclickOK.
Inserthorizontalline
Clickthistoaddahorizontallineattheinsertionpoint.Ifthe
insertionpointisinaparagraph,theparagraphissplitinto
two.
Insertcharacter
Clickthistoinsertanonstandardcharacter.Selectthe
characterthatyouwanttoinsertinthewindowthatdisplays.
Showborders
Clickthistoseeelementborders.Clickitagaintohide
elementborders.
CreatingandEditingHyperlinks
UsetheLinkscreentocreateandedithyperlinksthatallowrecipientsofyouremailtoclick
throughtowebpagesontheInternetorfilesstoredontheInterspireEmailMarketerserver.
Note:ThefiletowhichyouarelinkingmustbeavailableontheInternet.Ifyouarelinkingto
afilethatisnotalreadyavailableontheInternet,youcanmakeitavailableby
uploadingittotheInterspireEmailMarketerserver.SeeUploadingFilesandImages
totheInterspireEmailMarketerServeronpage167.
Note:Forinformationonlinksthatallowarecipienttosendanemail,seeCreatingand
EditingEmailLinksonpage169.
ToaccesstheLinkscreen,clicktheInsertLink(
HTMLEditoronpage159).
)iconintheHTMLeditor(seeUsingthe
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.
Style
Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethelink
displayusingtheselectedstyle.
Insertlink
Onceyouhavesetupyourhyperlink,clickthistoplacethelinkinyour
emaildocument.
Removelink
Ifyouareeditingahyperlink,clickthistoremovethelink.Theplaintext
remainsinyouremaildocument.
Cancel
ClickthistoclosetheLinkscreenwithoutsavinganychanges.
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
NoHTML
Selectthisifyoudonotwanttospecifythetypeofwindowin
whichthelinkopens.
Sameframe
_self
Selectthistohavethelinkopeninthesamewindowasthe
originalemail.Iftheoriginalemailusesframes,thenewfile
opensinthesameframeasthelink.
Wholepage
_top
Selectthistohavethelinkopeninthewholepageofthe
originalemail.Iftheoriginalemailusesframes,thenewfile
removestheframes.
Newwindow
_blank
Selectthistohavethelinkopeninanewbrowserwindow.
Parentframe
_parent
Selectthistohavethelinkopenintheparentframeset.Use
thisoptionwhentheoriginalemailusesmultipleframesets.
UploadingFilesandImagestotheInterspireEmailMarketerServer
IfyouwanttolinktoorembedafilethatisnotalreadyavailableontheInternet(suchasan
imageoranotherHTMLfileonyourcomputer),usethefilelistontheleftoftheLinksor
Imagesscreen.Whenyouuploadafilefromyourcomputertothislistitisautomatically
hostedontheInterspireEmailMarketerserver,andcanbeaccessedovertheInternet.
UsetheLinksscreentouploadfilesyouwantarecipienttoaccessviaahyperlink.See
CreatingandEditingHyperlinksonpage165.
UsetheImagesscreentouploadimagesyouwanttoembedinyouremaildocument.
SeeInsertingandEditingImagesonpage170.
Table 47 LinkandImagesScreens:UploadingFilesandImages
UploadFile
Enterthefilepathofthefileonyourcomputerthatyou
wanttouploadtotheInterspireEmailMarketerserver.
Alternatively,usetheBrowsebuttontolocatethefile.
Browse
Clickthistolocateafileyouwanttouploadtothe
AFileUploadwindowdisplays.Locatethefileandclick
Open.Then,clickGotouploadthefile.
Go
Onceyouhaveselectedafiletoupload(thefilepath
displaysintheUploadFilefield)clickthistouploadthe
file.
Uploadmorefiles
Clickthistoseetwomorefieldswhereyoucanupload
morefiles.ClickeachfieldsBrowsebuttontoselectthe
fileyouwanttoupload.
Uploadmoreimages
Note:TheUploadmorefilesbuttondisplaysintheLinks
screen,andtheUploadmoreimagesbutton
displaysintheImagesscreen.
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.
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.
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).
Load
EnteranimagesURLintheExternalimagefieldandclickthistodisplay
theimageintheimagefieldbelow.
Table 48 TheImagesScreen(continued)
Viewpreviewinnew
window(
)
ThisicondisplaysonceyouhaveselectedanimagefromtheInterspire
EmailMarketerserver,orenteredaURLintheExternalimagefieldand
clickedLoad.
Clickthisicontoopenanewbrowserwindow,displayingtheselected
imageatfullsize.
Alttext
Enterthetextthatdisplaysiftheimageisunavailable(forexample,ifthe
serverisofflineortherecipientsemailclientblocksimages).
Note:NotallemailclientssupportAlttext.
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
Entertheamountofemptyspacetoleftandrightoftheimageinpixels.
Vertspace
Entertheamountofemptyspaceaboveandbelowtheimageinpixels.
IM
AG
E
Selectwheretheimageshoulddisplayinrelationtotheparagraphoftext
inwhichitisplaced.BearinmindthatnotallHTMLviewersdisplay
alignedimagesinexactlythesameway.
Baseline:thisalignstheimagewiththebaselineofthetext.
The quick brown fox jumps over the lazy dog.
IM
AG
E
Top:alignstheimagewiththetopofthetallestpossiblelettersintheline
oftext(eveniftherearenotallletters).
war games
IM
AG
E
Middle:inmostbrowsers,thisalignsthebaselineofthelineoftextwith
themiddleoftheimage.
IM
AG
E
However,insomebrowsersthisalignsthemiddleofthetextwiththe
middleoftheimage(likeABSmiddle).
IM
AG
E
Bottom:thisbehavesthesameasBaseline.
Insomeolderbrowsers,bottomreferredtotheabsolutebottomofthe
text(includingletterswithtails,suchasgandy).
TextTop:thisisverysimilartoTop.Thisalignstheimagewiththetallest
actuallettersinthelineoftext.
IM
AG
E
war games
IM
AG
E
ABSmiddle:thisalignsthemiddleofthetextwiththemiddleofthe
image.
IM
AG
E
ABSbottom:thisalignsthebottomoftheimagewiththeabsolute
bottomofthetext,includingletterswithtails,suchasgandy.
Left:thisplacestheimageattheleftmargin.Textflowsaroundthe
image.
AG
E
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
Right:thisplacestheimageattherightmargin.Textflowsaroundthe
image.
AG
E
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
Align
Style
Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethe
imagedisplayusingtheselectedstyle.
Title
Enteratitlefortheimage.InmostHTMLviewers,thisdisplayswhenthe
recipientplacesthemousepointerovertheimage.However,notallemail
clientssupportthis.
Note:Ifyouwantnothingtodisplaywhentherecipientplacesthemouse
pointerovertheimage,leavethisblank.
Resetproperties
Clickthistoreturntheimagepropertiestotheirdefaultvalues.
TheimagesWidthandHeightreturntotheirfullsizevalues.
Anyinformationinthefollowingfieldsisdeleted:Alttext,Border,Horiz
space,Vertspace,Align,StyleandTitle.
Editimage
ClickthistoopentheimageinanewwindowandedititusingtheSnipshot
onlineimageeditingtool.
Atthetimeofwriting,thistoolallowsyouto:
Resizetheimage.
Croptheimage.
Enhancetheimage.
Adjusttheimagesaspectratio,tilt(horizontalangle),exposure,
contrast,saturation,hueandsharpness.
Rotatetheimage.
Turnacolorimagetogreyscale.
Seewww.snipshot.comformoreinformation.
Note:Thisfielddisplaysonlywhenyouareinsertinganewimage.
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:
1 IntheHTMLeditor,clicktheTablefunctionsbutton(
Inserttablewindowdisplays.
)andselectInserttable.The
Figure 162 InsertTable
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
11 ClickOK.YourtabledisplaysintheHTMLeditor.
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
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.
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.
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.
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
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
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.
6 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethefielddisplay
InsertingaHiddenField
Ahiddenfieldisaformfieldthatdoesnotdisplayonthescreen,butcontainsdatatobe
sentaspartoftheformcontentwhentheformisreturned.
1 ClicktheFormfunctionsbuttonandselectInsertHiddenField.
Figure 168 InsertHiddenField
2 EnterthefieldsName.Thisisdisplayednexttotheinitialvaluewhentheformcontent
issent.
3 EnterthefieldvalueintheInitialvaluefield.Sincethisisahiddenfield,thereisno
opportunityfortheusertochangethisvalue.
InsertingaButton
Usebuttonstoallowtheusertosubmit(send)orreset(clear)theforminwhichtheyappear,
ortoincludethebuttonsvalueintheformcontent.
1 ClicktheFormfunctionsbuttonandselectInsertButton.
Figure 169 InsertButton
2 EnterthebuttonsName.
3 EnterthetextthatdisplaysonthebuttonintheInitialvaluefield.
4 SelecttheTypeofbuttonyouwanttocreate:
SelectButtontocreateadefaultbutton.
SelectSubmittocreateabuttonthatsendstheforminthemanneryouspecifiedin
theInsertformscreen(seeInsertingaFormonpage178).
SelectResettocreateabuttonthatreturnsthefieldsintheformtotheirdefault
values(blankordisplayingtheirInitialvalues).
5 Ifyourdocumenthasstylesdefined,youcanselectaStyletohavethebuttondisplay
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
InsertingaRadioButton
Radiobuttons( )allowuserstoselectoptionsinaform.Useradiobuttonswhenauser
mayselectonlyoneofarangeofoptions.
WhenmultipleradiobuttonsinaformhavethesameName,onlyonemaybecheckedata
time.
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
InsertingaListBox
Listboxes,alsoknownasselectfields,allowuserstoselectanoptionfromadropdownor
staticlist.
1 ClicktheFormfunctionsbuttonandselectInsertSelectField.
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
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.
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( ).
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%%
Thenameofthecontactlisttowhichthe
contactbelongs.
Unsubscribelink
%%unsubscribelink%%
Ahyperlinkrecipientscanclicktoremove
themselvesfromthecontactlist.
Contactsemail
address
%%emailaddress%%
Theemailaddresstowhichtheemailis
sent.
Email
confirmationlink
%%confirmlink%%
Ahyperlinkrecipientscanclicktoconfirm
thattheywanttoreceiveyouremails.
Subscribedate
%%subscribedate%%
Thedateonwhichthecontactwasaddedto
thecontactlist.
Linktoweb
versionofthis
email
%%webversion%%
Ahyperlinkrecipientscanclicktoseethe
HTMLversionoftheemail,storedonthe
Linktocontact
listarchive
%%mailinglistarchive%% Ahyperlinkrecipientscanclicktoseethe
HTMLversionsofallemailssenttothe
contactlisttowhichtheybelong,storedon
theInterspireEmailMarketerserver.
Table 49 GeneralCustomFields
Companyname
%%companyname%%
Yourcompanysname.
Company
address
%%companyaddress%%
Yourcompanysaddress.
Companyphone
number
%%companyphone%%
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.
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.
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).
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])
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
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
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.
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).
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.
Figure 192 CreateaCustomDocument:TextContent
2 Specifyhowyouwanttobuildthetextdocument.
Ifyouwanttousethebuiltintexteditor,selectTypetextintothetextboxbelow.
Ifyouwanttouseatextfileonyourcomputer,selectUploadafilefrommy
locateandselectthefileyouwanttouseandclickOK.ClickUpload.Thetexteditor
screenupdatestoshowthenewfile.
examplepage.html)inthefieldthatdisplays.ClickImport.Thetexteditorscreen
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.
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.
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.
UsetheValidationwindowtocheckhowyouremaildisplaysintheclientyou
chooseinthepreviewbar.
201
III
THETOOLBAR
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
ClickthistogototheCreateaCustomEmailTemplatescreen.See
CreatingandEditingCustomEmailTemplatesonpage207.
Chooseanaction
Selectoneormorecustomtemplates,selectanoptionfromthelistand
Selectaboxbelongingtoatemplatebeforechoosinganoptionfromthe
Chooseanactionlist.
Selecttheboxatthetopofthecolumntoselectallcustomtemplates.
USINGTEMPLATES 207
Table 51 Templates:CustomEmailTemplates
TemplateName
Thisdisplaysthenameyougavetothetemplate.ClickEdittochangethe
name.Anidentification(id)numberdisplaysnexttothename,indicating
theorderinwhichthetemplateswerecreated.
Created
Thisdisplaysthedateyoucreatedthetemplate.
EmailFormat
Textdisplaysifemailsusingthistemplatearesentinplaintextonly.
HTMLdisplaysifemailsusingthistemplatearesentinHTMLonly.
HTMLandTextdisplaysifemailsusingthistemplatearesentin
multipartform.
Note:MultipartemailshavebothanHTMLelementandaplaintext
element.Plaintextdisplaysifausersemailclientcannotdisplay
HTML.
Active
Atick(
)displaysifthetemplateisavailabletobeusedforanewemail
campaignorautoresponder.
Across(
)displaysifthetemplateisnotavailabletobeusedforanew
emailcampaignorautoresponder.
Global
Atick( )displaysifalluserscanusethetemplate.
Across(
)displaysifonlytheusersyouallowtomayusethetemplate.
Action
ClickViewtoseeafullscreenversionofthetemplate.
ClickEdittoupdatethetemplate.Thescreensthatdisplayaresimilar
totheCreateaCustomEmailTemplatescreens(seeCreatingand
EditingCustomEmailTemplatesonpage207).
ClickCopytocreateanewcopyofthetemplate.Thenewtemplate
displays,withCopyofappendedtotheoriginalname,andtheid
incrementedtothenextavailablenumber.
ClickDeletetoremovethetemplatefromInterspireEmailMarketer.
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
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
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
Thisdisplaysthenameoftheform
Created
Thisdisplaysthedateonwhichtheformwascreated.
Formtype
Thisdisplaysthefunctionoftheform(Subscription,Unsubscribe,Modify
detailsorSendtoFriend).SeeCreatingandEditingFormsonpage214
formoreinformationonthetypesofformavailable.
Action
ClickViewtoseewhattheformlookslikeinanewbrowserwindow.
ClickGetHTMLtoseetheformsHTMLcode.
Note:ThisfeatureisnotavailableforModifydetailsandSendtofriend
forms.
ClickEdittochangetheformsconfiguration.SeeCreatingandEditing
Formsonpage214forinformationonthescreensthatdisplay.
ClickCopytocreateanewcopyoftheform.Thenewformdisplaysin
thelist,withCopyofappendedtotheoriginalname.
ClickDeletetoremovetheformfromInterspireEmailMarketer.The
formcannotberetrieved.
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
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.
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.
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
Selectthetypeofformyouwanttocreate.SeeCreatingandEditing
Formsonpage214.
Namethisform
Enteranameforthisform.ThisnameidentifiestheforminInterspire
EmailMarketer.
Usedoubleoptin Selectthisifyouwanttosendanemailtocontactsinwhichtheymust
confirmation
clickalinktoconfirmthattheywanttosubscribetothislist.
Deselectthisifyoudonotwanttosendsuchanemail.
Sendathank
youemail
Selectthisifyouwanttosendanemailtocontactsoncetheyhave
successfullysubscribedtothelist.
Deselectthisifyoudonotwanttosendsuchanemail.
USINGFORMS 219
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.
Changeformat
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
220 USINGFORMS
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
Clickthistoproceedtothenextscreen.Thenextscreendependsonthe
optionyouselectedintheChooseaformtypefield.
Cancel
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
SelectthisoptiontoredirecttheusertoanotherpageontheInternet.
EnterthepagesfullURLinthefieldthatdisplays(forexample,http://
www.someite.com/somepage.html)
Confirmationemailoptions
Sendfromthis
name
Thisisthenameofthepersonfromwhichtheconfirmationemailwillbe
sent.
Sendfromthis
emailaddress
Thisistheemailaddressfromwhichtheconfirmationemailwillbesent.
addressinthisfield.
Sendreplyemails
to
Thisisthenameofthepersonfromwhichtheconfirmationemailwillbe
sent.Ifacontactrepliestoyourconfirmationemail,thisistheaddressto
whichthereplyissent.
Thisdisplaysthedefaultreplyemailaddressforthiscontactlist.Ifyou
wanttouseadifferentaddress,enterthenewaddressinthisfield.
Sendbounced
emailto
Thisistheaddresstowhichundeliverableemailsaresent.
Thisdisplaysthedefaultbouncedemailaddressforthiscontactlist.Ifyou
wanttouseadifferentaddressforhandlingbouncedemails,enterthe
newaddressinthisfield.
Emailsubject
Enterthesubjectlinefortheconfirmationemail.
Confirmation
email(HTML)
DesigntheHTMLversionoftheconfirmationemailinthissection.See
UsingtheHTMLEditoronpage159forinformation.
Confirmation
email(text)
Designtheplaintextversionoftheconfirmationemailinthissection.See
UsingtheTextEditoronpage195forinformation.
Next
optionyouselectedintheConfiguringbasicformsettingsscreen.
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.
Sendfromthis
emailaddress
Thisistheemailaddressfromwhichthethankyouemailwillbesent.
addressinthisfield.
Sendreplyemails
to
Thisisthenameofthepersonfromwhichthethankyouemailwillbe
sent.Ifacontactrepliestoyourthankyouemail,thisistheaddressto
whichthereplyissent.
Thisdisplaysthedefaultreplyemailaddressforthiscontactlist.Ifyou
wanttouseadifferentaddress,enterthenewaddressinthisfield.
Sendbounced
emailto
Thisistheaddresstowhichundeliverableemailsaresent.
Thisdisplaysthedefaultbouncedemailaddressforthiscontactlist.Ifyou
wanttouseadifferentaddressforhandlingbouncedemails,enterthe
newaddressinthisfield.
Emailsubject
Enterthesubjectlineforthethankyouemail.
Confirmation
email(HTML)
DesigntheHTMLversionofthethankyouemailinthissection.SeeUsing
theHTMLEditoronpage159forinformation.
Confirmation
email(text)
Designtheplaintextversionofthethankyouemailinthissection.See
UsingtheTextEditoronpage195forinformation.
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
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
ClickthistosavethechangestoyourformandcontinuetotheAddthe
formtoyourwebsitescreen.
Cancel
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.
Figure 220 UserSettings
Table 58 UserSettings
Username
Enterthenameyouwanttogivetothisuseraccount(required).
Password
Enterthepasswordforthisuseraccount(required).
Password(confirm)
ReenterthePassword(required).
Fullname
Entertheusersfullname.
Emailaddress
Entertheusersemailaddress(required).Iftheuserrequeststheaccount
password,itissenttothisaddress.
Usertimezone
Selectthetimezoneinwhichtheuserislocated(required).Timerelated
reportsandstatisticsviewedbytheviewerareconvertedtothistimezone
automatically.
HTMLfooter
ThisisthefooterthatdisplaysatthebottomofHTMLemailssentbythis
user.IfyoudonotwanttoaddafootertoHTMLemails,leavethisfield
blank.
Textfooter
Thisisthefooterthatdisplaysatthebottomoftextemailssentbythis
user.Ifyoudonotwanttoaddafootertotextemails,leavethisfield
blank.
Events
Enterthetypesofeventthatdisplaybydefaultwhenthisusermanually
createsacontacteventlogentry.
Note:Thisfeaturedoesnotlimittheeventtypesthattheusercanenter
foracontacteventlogentry;theusercanalsoenteradditionalevent
types.
Table 58 UserSettings
Active
Selectthisiftheusermayloginandusetheaccount.Deselectthisifthe
usermaynotlogintotheaccount,butshouldstillexistinthesystem.
Editownsettings
Selectthisiftheusermayedittheaccountsettings.Theusermayeditall
settingsexceptthoseintheUserpermissionstab.Deselectthisiftheuser
maynoteditaccountsettings.
Showinfotips
Selectthisifyouwanttheusertoseetheemailmarketingtipsthatdisplay
atthetopofmanyGUIscreens,suchasthefollowingexample.
Figure 221 EmailMarketingTip
Ifyoudonotwanttheuserofthisaccounttoseemarketingtips,deselect
thisoption.
UsetheWYSIWYG
editor
SelectthisiftheusermayusetheHTMLWYSIWYG(WhatYouSeeIs
WhatYouGet)editorintheEmailcampaigns>Createanemailcampaign
screens(andtheTemplates>CreateacustomtemplateandTemplates
>Customemailtemplates>Editcustomtemplatescreens,iftheuseris
permittedtomodifytemplates).
Recentactivitylog
Selectthisifyouwanttheusertoseealistofrecentlyvisitedpagesatthe
topofeachscreen.Theusercanthenclickalinktojumpbacktothe
relevantpage.
ConfiguringUserRestrictions
UsetheUserrestrictionsscreentoconfigurethenumberofcontactlistsusersmaycreate,
andthenumberofemailsusersmaysend.
ClickUseraccountsinthetoolbar,thenclicktheUserrestrictionstab.
Figure 222 User Restrictions
Table 59 CreateUser:UserRestrictions
Numberofcontact
lists
SelectUnlimitedcontactlistsifusersofthisaccountmaycreateasmany
contactlistsastheyrequire.
Ifyouwanttolimitthenumberofcontactlistsusersofthisaccountcan
create,deselectthisoption.AMaximumnumberofcontactlistsfield
displays.Enterthelimityouwanttoplaceoncontactlistsforthisaccount.
Emailsperhour
SelectUnlimitedemailsperhourifusersofthisaccountmaysendas
manyemailsastheyrequireineachhour.
Ifyouwanttolimitthenumberofemailsusersofthisaccountcansendin
eachhour,deselectthisoption.AMaximumnumberofemailsperhour
fielddisplays.Enterthelimityouwanttoplaceonemailsperhourforthis
account.
Table 59 CreateUser:UserRestrictions
Emailspermonth
SelectUnlimitedemailspermonthifusersofthisaccountmaysendas
manyemailsastheyrequireineachcalendarmonth.
Ifyouwanttolimitthenumberofemailsusersofthisaccountcansendin
eachcalendarmonth,deselectthisoption.AMaximumnumberofemails
permonthfielddisplays.Enterthelimityouwanttoplaceonemailsper
calendarmonthforthisaccount.
Totalnumberof
emails.
SelectUnlimitedemailsifusersofthisaccountmaysendasmanyemails
astheyrequire.
Ifyouwanttolimitthenumberofemailsusersofthisaccountcansend,
deselectthisoption.ATotalmaximumnumberofemailsfielddisplays.
Enterthelimityouwanttoplaceonemailsforthisaccount.Ifyouselect
thisoption,thenumberyouenterinthisfielddecreasesastheuserofthe
accountsendsemails.Forexample,ifyouenter1000inthisfield,and
theusersubsequentlysendsfiftyemails,thenexttimeyouviewthispage
thefieldwillread950.
ConfiguringUserPermissions
UsetheUserpermissionsscreentoconfiguresettingsspecifyingtheInterspireEmail
Marketerfeaturesusersmayaccess,andtheirlevelofaccess.Youcancustomizeeach
settingmanually,orselectfromanumberofpresetadministrativelevels.
ClickUseraccountsinthetoolbar,thenclicktheUserpermissionstab.
Figure 223 Create User: User Permissions
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
Selecttheactionsauserofthisaccountmaytakerelatedto
autorespondersintheAutoresponders>Viewautorespondersand
Createautorespondersscreens.
Websiteform
permissions
Selecttheactionsauserofthisaccountmaytakerelatedtowebsite
forms.
Listpermissions
Selecttheactionsauserofthisaccountmaytakerelatedtocontactlists
andbouncedemails.
Segmentpermissions Selecttheactionsauserofthisaccountmaytakerelatedtocontactlist
segments.Segmentsaregroupsofcontactsinalistthatsharecertain
features(suchasallcontactswhoseaddressesendin.com,forexample.
Customfield
permissions
Selecttheactionsauserofthisaccountmaytakerelatedtocustomfields.
Emailcampaign
permissions
Selecttheactionsauserofthisaccountmaytakerelatedtoemail
campaigns.
Triggerspermissions
Selecttheactionsauserofthisaccountmaytakerelatedtoevent
triggers.
Contactpermissions
Selecttheactionsauserofthisaccountmaytakerelatedtocontactsin
yourcontactlistsandsuppressionemaillists(listsofemailaddressesthat
remaininthecontactlistbutdonotreceiveemails).
Templatepermissions Selecttheactionsauserofthisaccountmaytakerelatedtotemplates.
Statisticspermissions Selectthetypeofstatisticsauserofthisaccountmayview.
Table 60 CreateUser:UserPermissions(continued)
Administrator
permissions
Ifyouwanttoassignotherpermissionstousersofthisaccount,selectthe
appropriateoptionoroptions.
SelectSystemadministratortoallowusersofthisaccounttoaccess
thesettingspage,andalllistsandusers.
SelectUseradministratortoallowusersofthisaccountnoadditional
access.
SelectListadministratortoallowusersofthisaccounttoaccessand
editallcontactlistsforallusers.
SelectTemplateadministratortoallowusersofthisaccounttoaccess
andeditalltemplatesforallusers.
Otherpermissions
SelectUserSMTPsettingstoallowusersofthisaccounttoedittheirown
SMTP(SimpleMailTransferProtocol)settings.
SelectShowSMTP.comoptiontoallowusersofthisaccounttohavethe
optiontosendtheiremailsusingsmtp.comsservice.
EnabletheXMLAPI
SelectthistoallowusersofthisaccounttousetheInterspireEmail
MarketersXMLAPI(eXtensibleMarkupProtocolApplication
ProgrammingInterface).
Addonpermissions
Thissectioncontainsaccesspermissionsthatrelatetotheaddonmodules
currentlyinstalledandenabledinInterspireEmailMarketer(see
ManagingAddonSettingsonpage256).Selecttheactionsthatauserof
thisaccountmayperform.
Contactlists
Thissectioncontrolsthecontactliststhatusersofthisaccountmayuse.
SelectAllcontactliststoallowusersofthisaccounttouseeverycontact
liststoredinInterspireEmailMarketer.
SelectUsersownlistsplusthefollowingliststoallowtheusertoaccess
contactlistsconfiguredintheusersaccount,plustheotherliststhat
displaybelow(ifothercontactlistsarealreadyconfigured).
Note:Theotherpermissionsinthisscreenalsoaffectthissection.For
example,usersofanaccountwhichhasEditcontactliststurnedoff
intheListpermissionssectionwillnotbeabletoviewsegmentsfor
otheraccounts,eveniftheyarepermittedtointhissection.
Table 60 CreateUser:UserPermissions(continued)
Segmentlist
Thissectioncontrolsthetemplatesthatusersofthisaccountmayuse.
SelectAlltemplatestoallowusersofthisaccounttouseeverytemplate
storedinInterspireEmailMarketer.
SelectUsersowntemplatesplusthefollowingtoallowtheuserto
accesstemplatesconfiguredintheusersaccount,plusthecustom
templatesthatdisplaybelow(ifcustomtemplatesalreadyexist).
example,usersofanaccountwhichhasViewsegmentsturnedoff
intheSegmentPermissionssectionwillnotbeabletoview
segmentsforotheraccounts,eveniftheyarepermittedtointhis
section.
Templates
Thissectioncontrolsthecontactlistsegmentsthatusersofthisaccount
mayuse.
SelectAllsegmentstoallowusersofthisaccounttouseeverycontactlist
segmentstoredinInterspireEmailMarketer.
SelectUsersownsegmentsplusthefollowingliststoallowtheuserto
accesscontactlistsegmentsconfiguredintheusersaccount,plusthe
otherliststhatdisplaybelow(ifothercontactlistsarealreadyconfigured).
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.
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.
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
EnterInterspireEmailMarketersfullURL(UniformResourceLocator),for
examplehttp://www.somedomain.com/somefolder/.
ContactEmail
Address
Entertheemailaddresstowhichusersforgottenpasswordrequests
shouldbesent.
IPAddress
Tracking
SelectthistologtheIPaddressusedwhenacontactsubscribestoor
unsubscribesfromalist.
DeselectthisifyoudonotwanttologIPaddresses.
SystemMessage
Ifyouwantamessagetodisplaytoyouruserswhentheyloginto
InterspireEmailMarketer,enterthemessagehere.Themessagedisplays
beneaththeusagegraphintheHomescreen.
DatabaseDetails
DatabaseType
ThisdisplaysthetypeofdatabaseInterspireEmailMarketerisusing.See
theDatabaseversionfieldforthedatabaseapplicationsversiondetails.
DatabaseUser
Entertheusernameyouusetologintothedatabase.
Database
Password
Ifyourdatabaserequiresapasswordforlogin,enterithere.
Database
Hostname
EnterthehostnameorIPaddressofthedatabaseInterspireEmail
Marketeruses.
DatabaseName
EnterthenameofthedatabaseInterspireEmailMarketeruses.
DatabasePrefix
Entertexttoaffixtotables.Usethisifyourdatabaseincludesmultiple
tables.
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.
Figure 230 Settings:EmailSettings
Table 62 Settings:EmailSettings
EmailSettings
EmailSize
Warning
YoucanhaveInterspireEmailMarketerdisplayawarningmessageifa
usertriestosendanemailorautoresponderoveracertainsize.
Enterthesize(inkilobytes)abovewhichthiswarningshoulddisplay.
Note:Enterzero(0)tonotsandemailsizewarnings.
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.
MaximumImage
Height
Usethis,inconjunctionwiththeMaximumimagewidthfield,tolimitthe
sizeofimagesusersmayuploadtotheInterspireEmailMarketerserver.
Enterthemaximumimageheight(yaxis)inpixels.
GlobalHTML
Footer
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
Selectthistoallowuserstoattachfilestotheiremailsand
autoresponders.
Deselectthistoforbidusersfromattachingfiles.
AllowEmbedded
Images
Selectthistoallowuserstoembedimagesintheiremailsand
autoresponders.
Deselectthistoforbidusersfromembeddingimages.
SendinTestMode Selectthistoactivatetestmode.Intestmode,emailsarenotsent.This
allowsuserstotestInterspireEmailMarketerwithoutthedangerof
sendingemailstocontactlists.
Deselectthistodeactivatetestmode.
MailServerDetails
UseSMTPServer
DefaultBounceDetails
UsethefieldsinthissectiontoconfigureglobalSMTPsettings.
SelectUsemydefaultmailsettingstousethedefaultsettings
configuredonInterspireEmailMarketersserver.
SelectLetmespecifymyownSMTPserverdetailsifyouhave
anotherSMTPserveryouwanttouse.
SelectSignupforansmtp.comaccountifyouwanttouse
smtp.comsservicesforsendingmail.
SeeManagingGlobalSMTPSettingsonpage249formoredetails.
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:
SocketsLayer)toconnecttotheserver.Ifyouarenotsurewhether
youwanttouseSSL,donotselectthis.
AgreetoDeleteEmails:selectthisifyouwanttodeleteemailsfromthe
serveronceyouhavereadthem.Ifyoudidnotsaveanemailonyour
computer,youwillnotbeabletorereadtheemail.
TestBounceSettings:clickthistotestthebounceemailaccountby
sendingatestemail.
2 ClickSavetosaveyourchanges.Alternatively,clickCanceltoreturntotheHome
screenwithoutsavinganychanges.
ManagingGlobalSMTPSettings
TakethefollowingstepstoconfigureglobalSMTPsettings:
1 ClickSettingsinthetoolbar,thenclicktheEmailsettingstab.
2 SetupthisglobalemailserversettingsintheMailServerDetailssection:
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.
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.
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:
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).
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:
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:
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.
Table 63 Settings:AddonsSettings
Name
Thisdisplaysthenameoftheaddonmodule.
Description
Thisdisplaysashortdescriptionoftheaddonmodulespurpose.
Version
Thisdisplaystheaddonmodulesversionnumber.
Installed
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.
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
Clickthislinktoopenanewwindowdisplayingdetailedserver
information.
Productversion
ThisdisplaystheapplicationversionnumberofInterspireEmailMarketer.
Characterset
Thisdisplaysthecharactersetusedforsendingemails.
Servertimezone
ThisdisplaysthetimezoneinwhichInterspireEmailMarketersserveris
located.Ifyouaresurethisiscorrect,contactyourhostingservice
provider.
Note:Ifyouwanttochangethisforanindividualuser,usetheUser
accounts>Edit>UsersettingsscreensUsertimezonefield.
Currentservertime
ThisdisplaysthecurrenttimeintheServertimezone.
PHPversion
ThisdisplaystheversionnumberofPHPtheserverisrunning.
Safemodeenabled
ThisdisplayswhethertheserverisrunningPHPinsafemode.IfPHPis
runninginsafemode,youcannotchangethefromaddressinthe
database.
Imapsupportfound
ThisdisplayswhethertheserversupportsthePHPIMAP(Internet
MessageAccessProtocol)protocol.
Note:InterspireEmailMarketerrequiresPHPIMAPtoprocessbounced
emails.
Curlsupportfound
ThisdisplayswhethertheserversupportsCurl.
GDversion
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.
Databaseversion
Thisdisplaysdetailsofthedatabasemanagementsystemrunningonthe
server.InterspireEmailMarketersupportsMySQLv4.0andabove,and
PostgreSQLv7.4andabove.
CheckingForUpdates
TocheckwhetherupdatestoInterspireEmailMarketerareavailablefromInterspire,click
Toolsinthetoolbar,thenclickCheckforupdate.
Ifanupdateisavailable,amessagetothateffectdisplays.
Figure 244 UpdateAvailable
ClickOKtoclosethewindow.
ViewingErrorLogs
ToseeInterspireEmailMarketersPHPerrorlog,clickToolsinthetoolbar,thenclickView
errorlogs.
Figure 245 ViewingErrorLogs
Table 65 ViewingErrorLogs
Deleteselected
entries
Selectoneormoreentriescheckboxesandclickthistoremove
themfromInterspireEmailMarketer.Deletedlogentriescannotbe
retrieved.
Deleteallentries
ClickthistoremovealllogentriesfromInterspireEmailMarketer.
Deletedlogentriescannotberetrieved.
262 USINGTOOLS
Table 65 ViewingErrorLogs
SelectoneormorelogentriescheckboxesbeforeclickingDelete
selectedentries.
Selecttheboxatthetopofthecolumntoselectalllogentries.
Severity
Thisdisplaystheseverityofthelogentry(Notice,Warningor
Error).
Errormessage
Thisdisplaysashortdescriptionoftheerrorthatcausedthelog
entry.ClickanentrysExpandicon( )toseethefulllogentry
message.
Errorsource
Thisdisplaystheoriginoftheerror.
Date
Thisdisplaysthedateandtimethattheerroroccurred.
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
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
seeAPI
applicationsettings 243
archives 167
archivingemailcampaigns 81
arrowicons 32
articles 32, 33
ascendingorder 32
aspectratioofimages 189
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
272 INDEX
C
Calendar,Google 65, 66, 231, 241
campaignstatistics 140, 141
campaigns 25, 34, 81
CascadingStyleSheets
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
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
contactlistsegments 34, 38
contactliststatistics 34, 149, 150
contactlist,addingcontacts 24
contactlists 24, 25, 27, 33, 34, 37, 55, 139, 214,
231
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
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
D
dataprotection 29
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
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
G
generalcustomfields 186
gettingstarted 27, 33
globalemailsettings 243, 245
globalsettings 33
globalSMTPsettings 249
globaltemplates 91, 206, 210
GoogleCalendar 65, 66, 231, 241
GraphicalUserInterface
seeGUI
groupfolders 41
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
seeHTML
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
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
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
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
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
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
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
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
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
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
X
XHTML 233
XML 70, 72, 73
XMLAPI 231
282 INDEX

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INTERSPIREEMAILMARKETER

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

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

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

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

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

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

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

Figure203ViewingandManagingForms ................................................................. 214

Based on an Email Campaign Being Opened

Specifying Window Type

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.

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

The quick brown fox jumps over the

Figure 162 InsertTable

Figure 173 PageProperties

groups,contactlist 39, 40, 41

mailmerge 25, 185

autoresponders 144, 146

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