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Message Manager

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You will now receive an e-mail to the address you entered at the beginning of this process. ... a detailed list of all email addresses. Broadcast Details ... – PowerPoint PPT presentation

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Title: Message Manager


1
  • Message Manager
  • Broadcast E-mail, Broadcast Statistics, Photo
    Galleries, and Discussion Boards

2
  • Broadcast E-mail
  • The Broadcast Email tool allows you to send a
    graphically rich HTML email or plain text email
    to numerous recipients. These recipients can come
    from different sources like existing users on the
    site, your own email list, customers that
    purchased through the site, or data gathered from
    a custom form used on the site.

3
  • The Broadcast email process begins in the content
    management tool. Using an email broadcast
    specific template, the email broadcast is created
    just like a regular content page. Above is an
    example.

4
  • Once you have made changes, click save and return
    to the Message Manager broadcast email.

5
  • Sender Information -Broadcasts are tracked by
    their Name so the same subject can be used back
    to back if desired. Broadcasts can have the same
    Name if you wish for multiple mailings to be
    logged under the same statistics. Be sure to use
    a real email address for the From Email Address,
    as you will be getting a confirmation email at
    this address to authorize the broadcast. Your
    physical address is now required, due to SPAM
    regulations. It will be included at the bottom of
    your broadcast.
  • When you have completed all required fields on
    this form click next

6
  • HTML Page to Send- After you have created the
    page in the Content Manager, it should appear in
    this drop down list of all the pages available on
    the site. Select it here to use in the HTML
    Email. The drop down list of pages on the site
    can also be filtered to help in locating the
    intended page for use. Below that a preview will
    appear of how the email should look when it's
    sent. In addition, you may provide BOTH an HTML
    page and a plain text message, so that users
    without the capability to read HTML emails will
    still be able to receive your message.
  • When you have selected and previewed the
    broadcast click NEXT.

7
  • Variable Replacement - This feature allows you to
    add personalization to your email broadcast. With
    this feature you can include information about
    the person receiving the email within the email
    or subject line. For instance, if you wish to
    place the person's name and job title in the
    email, in a single spot or multiple spots, all
    you would need to do is develop the email as you
    normally would but in the area where you want to
    include personal information add the variable
    identifier. Variables act as placeholders within
    the email and are not limited in what you can
    name them, but they do have pretty strict
    formatting requirements. Variable names should
    consist of alphanumeric characters (spaces are
    allowed) and whatever you decide to name it, must
    be placed in between an open bracket with an
    ampersand "_at_" and a closing bracket "". So if
    you wanted to create a variable called "Name" to
    be the placeholder for the person's name, then it
    would look like this "_at_Name".
  • In the example above NO VARIABLE REPLACEMENT
    was selected, so in this case, you skip over this
    step and click NEXT.

8
  • Message Recipients - recipients for an email
    broadcast can be gathered from an unlimited
    number of sources. Sources for email lists
    include CSV files, custom forms, current
    members/users of your website, and eCommerce
    customers. Customers can be filtered based on
    what products they bought. It is also possible to
    select multiple lists of a single source. A
    valuable feature of our system is that if an
    email address is included in multiple lists, the
    broadcast will not duplicate email that person.

9
EMAIL LISTS (.CSV FILES) Creating Email
ListsCreating an email list is quite simple, but
it must adhere to a few criteria. Imported email
list files must be formatted a specific way for
them to be accepted by the SpearTek platform.
Microsoft Excel would be the best application to
use for completing this task.First, the file
must contain separated columns, or at the very
least one for the persons email address. The
first row must act as the "Header" row using
titles to describe the data contained within that
column. This must be done so the platform will
know how to handle the specified data. It is to
also help you in configuring your email broadcast
should you decide to take advantage of variable
replacement. The screenshots in the subsequent
section help to illustrate this by defining a
column for the user's Name and one for their
Email address.Then, none of the columns can
contain a comma. So in the case of someone's name
being listed as "Doe, John" or they have multiple
email address assigned to them,
"johndoe_at_mysite.com, jdoe_at_newsite.net, the comma
would need to be removed from both columns. If a
single user wishes to receive the broadcast email
at two separate addresses then they would need to
be put in on two different rows.Finally, once
the file is formatted correctly it must be saved
as a .CSV file. To do this select File from the
menu bar, select Save As, and for the "Save as
type " select "CSV (comma delimited)". Excel
should automatically add .csv to the name of your
file so click "Save" and youre ready to put it
to the Excel/Notepad test.
10
Excel / Notepad Test
  • Now that you have the file you can validate it
    before putting it on the server. Open the file up
    in both Microsoft Excel and Notepad and if it
    looks like (or has close similarity) the two
    screen shots above then you're all set. Note that
    the Excel view (top) will look similar to an
    actual Excel file, but will not contain any
    formatting. When viewing it in Notepad
    (bottom) you should see the two column headings
    (and its associated rows) separated by a comma
    with one record on every row.
  • Once your file is ready - Click Next.

11
  • After you click Add List in the Message
    Recipients box. You will continue to this screen
    where you will then choose from the drop down box
    the source for the e-mail addresses will be
    coming from for this broadcast e-mail.
  • Select the CSV File and then click NEXT.

12
  • In this screen, you will hit the Select a file
    button and this pop-up window will appear. Here
    you will select the name of the CSV files
    already on server or you can click and browse to
    upload files directly from your computer.

13
  • Once you have selected your email list the title
    of that CSV file will appear in your source
    box. Click NEXT.

14
  • In this screen make sure you select Header Row
    if the top row of your CSV file includes Name
    Email (as shown above). Also, make sure the
    values match up by making a selection from the
    drop down.
  • When you have made these two selections from the
    drop downs, click NEXT.

15
  • The next example will be selecting ecommerce
    customers to include in the broadcast.

16
  • You can sort through customers by certain
    products they have purchased.

17
  • Make sure the values match up by making a
    selection from the drop down.
  • When you have made these two selections from the
    drop downs, click NEXT.

18
  • The final example, will be selecting Custom
    Form (catalog requests, newsletter sign-ups,
    etc.) to include in the broadcast.

19
  • Here you select the name of the Custom Form
    recipient list you want to choose. Then click
    next.

20
  • Once again, you want to match the values on
    this screen and to continue, click next.

21
  • This screen will give you one more chance to add
    any more recipients to your e-mail list. If you
    have completed the list and are ready to move
    forward with the broadcast. Press the Finish
    button.

22
  • After you hit Finish, This page will let you
    know that your broadcast has been prepared
    successfully. You will now receive an e-mail to
    the address you entered at the beginning of this
    process.

23
  • If this were the inbox of you e-mail folder, this
    is what your confirmation e-mail would look like.
    To authorize this, CLICK HERE and your e-mail
    will be sent!
  • This completes the broadcast process!

24
  • This is what the broadcast email will look like
    when opened by those who received it.

25
  • Once you have sent out an email broadcast the
    broadcast statistics provide information about
    any given email broadcast sent from your site.
    These statistics are tracked by the broadcast
    name that's specified when a new broadcast is
    created and includes the number and percentage
    of emails successfully delivered, failed, viewed,
    and clicked through.

26
  • The Broadcast Summary Display lists all the
    broadcast sent from your site along with the date
    it was sent. Keep in mind that if you chose to
    group multiple broadcast under the same name, the
    "Broadcast Started" date will remain the same as
    when the initial broadcast using that name. You
    can view the details of a broadcast by clicking
    the magnifying glass to the left of the name
  • You can search for a specific broadcast by typing
    the title into the search box.

27
  • The first four items all have the ability to
    display the actual email addresses that fall into
    those respective categories. Clicking "(View
    Emails)" will display a detailed list of all
    email addresses.
  • Broadcast Details
  • Emails Delivered The total number of emails
    successfully delivered and received by the user.
  • Emails Failed The total number of emails that
    were not delivered, due to invalid address,
    duplicate email records, or communication failure
    with the recipients email server.
  • Emails Viewed The number of emails that have
    actually been opened and viewed by the recipient.
  • Emails Clicked Through The number of recipients
    that clicked a link contained within the email to
    continue to your site.

28
  • Message manager
  • The Message Manager tool helps you manage any
    discussion boards contained on your site.
    Discussion boards require user login, and can be
    grouped based on interest, topics and threads
    within each defined group to those topics.
  • For more information please contact our sales
    department.

29
  • Gallery Manager
  • The Gallery Manager is for photo galleries
    slide shows.
  • For more information, please contact our sales
    department.

30
  • Assign Message Topics
  • Under Message Topics you can create interest
    groups to help categorize information displayed
    in discussion boards photo galleries.

31
  • This completes the admin demonstration for the
    message manager.
  • If you have any questions please contact our
    Sales Department.
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