Cc shanghai uk_print

THE FUNDAMENTALS OF CAMPAIGN COMMANDER™ EMAIL AND MOBILE

The Global Leader in Training for Email Marketing

Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.

2 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.

EMAILVISION CUSTOMER SERVICE

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Details Of My Emailvision Contact:

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3Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.

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CONTENT

1. OVERVIEW PAGE 4 Overview of the Campaign Commander™ Interface & Functions .........................................................................page 5 What is an Email Campaign? .......................................................................................................................................page 9

2. SEGMENTATION PAGE 10Why do we perform Segmentation? ........................................................................................................................page 11 What is a Data File? ....................................................................................................................................................page 12 Importing Data ..........................................................................................................................................................page 13 Creating a Segment...................................................................................................................................................page 19

3. MESSAGING PAGE 24 What is an Email Message? .......................................................................................................................................page 25 Creating a Message ...................................................................................................................................................page 27 Hosting an Image .......................................................................................................................................................page 39 Responsible Email Marketing ...................................................................................................................................page 48 How to use Visual Mode ............................................................................................................................................page 49 How to use Message Template Mode ......................................................................................................................page 59

4. PRODUCING & LAUNCHING A CAMPAIGN PAGE 62 Creating & Planning a Campaign ..............................................................................................................................page 63 Viewing the Results of a Campaign ..........................................................................................................................page 69

5. MANUAL PROCEDURES PAGE 73 How to Download Members .....................................................................................................................................page 76 Soft Bounce, Hard Bounce ........................................................................................................................................page 77 How to Export Unsubscribed or Quarantined Members .......................................................................................page 78

Q & A SESSION PAGE 79

FURTHER TRAINING COURSES PAGE 81

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1. OVERVIEW

Topics

Overview of the Campaign Commander™ Interface & Functions

What is an Email Campaign?


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1. OVERVIEW


CAMPAIGN COMMANDER™ allows you to:

1. Create campaigns “Campaign” section

2. Manage member lists “Lists” section

3. Display campaign results “Reports” section


1. OVERVIEW


MENU The eight sections of the main menu are always accessible onscreen, allowing easy access to all CAMPAIGN COMMANDER™ features.

Shortcut to the Campaign Commander™ homepage Campaign management Create and manage Standard campaignsCreate and manage Multivariate Test campaigns Create and manage Multi-Message campaignsCreate and manage Trigger campaignsCreate a new segment or access the segment archiveAssets Management E-mail messages (creation and archives)Templates (import and archives)Image Library (import and archives)Dynamic Content (import and archives) RSS Feed (creation and archives)Lists Management Statistics of your list of membersSearch or Add membersImport members Export members Deliverability Management Monitor your rate and success of delivery See what a campaign looks like to primary ISPs and email readersCreate and manage Transactional MessagingDisplay statistics and graphs for your campaignsDirectory of campaigns, segments and messages


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1. OVERVIEW


HOMEPAGE Calendar of campaigns is displayed Title bar: Time

information, username, account name, logout and online help.

Left section: Menu access: 9 main sections in the menu.

You are here: Home

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1. OVERVIEW


Contextual help by a simple mouseover.

Access to message body settings.

Enhanced confirmation or validation section.

TYPICAL SCREEN The other screens are laid out in similar style (titles, lists, forms, buttons)

You are here:HomeAssets MessageNewOR Messages | Edit


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1. OVERVIEW

What is an Email Campaign?

TO CREATE A CAMPAIGN YOU FIRST NEED TO CREATE:

If you have already completed these 2 steps, you can go directly to Part 4 “Producing & Launching a Campaign.”

> 1 message that you can personalise

> 1 or several segments that allow you to send your message to all or some of your members

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2. SEGMENTATION

Topics

Why do we perform Segmentation?

What is a Data File?

Importing Data Files

Creating a Segment


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2. SEGMENTATION

Why do we perform Segmentation?

SOME IDEAS ON SEGMENTATION:

> Prospects vs. Clients

> Active Clients (e.g. purchase/visit in the last 3 months)

> Dormant Clients (e.g. purchase/visit 3 to 6 months)

> Inactive clients (e.g. no purchase/no visit in the last 6 months)

> High value/VIP clients: multi-buyers, addicts

> B2B: big companies, small businesses

> Recently joined people could be excluded from traditional campaigns

> Use purchase behaviour to build lifecycle: - Subscribers with no purchase - 1 purchase only

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2. SEGMENTATION

What is a Data File?

> A data file is an extract of your member database or an external list.

> It contains all the fields you will need to use as part of your campaigns: - Information you need to segment your database: opt-in, third party opt-in, age, gender, status (client/prospect/

suspect), country etc. - Fields needed to personalise your message: title, firstname, lastname, product name, interest, town

> You need to use a flat file to import into Campaign Commander™: - CSV file (semi colon or comma separated) - TEXT file (PIPE or TAB separated): we strongly recommend you use this format to avoid issues when importing

your file (e.g. if you have , or ; in one of the fields address for instance)

> You need to get an extract from your database manager or IT department with all the fields you require for your campaign.

> If you have an excel spreadsheet, you need to convert the file into a text format:

- SAVE AS- Select File Type Text

(TAB separator) - Click on SAVE and accept all the

confirmation boxes from Excel


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2. SEGMENTATION


Click here to go to the Import Flat Text FileTool (.csv, .txt, .dat).

“IMPORT” SCREEN, STEP 1 Here you can see how to update your Database when you want.

You are here: Home Lists ImportNew

Click “Imports” to follow the status of previous Imports.

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2. SEGMENTATION


“IMPORT” SCREEN, STEP 2 Accessible in “New” section, it allows you to import your members’ data.

You are here: Home Lists ImportNew

Click here to import your file.

The window displayed allows you to select import options.

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2. SEGMENTATION


ZOOM ON FILE IMPORT POP UP, STEP 3 After clicking on “Import” you will import your database in Campaign Commander™.

You are here:HomeLists ImportNew > You have clicked on Import

This option allows you to choose the field separator in your file.

You can choose the file encoding for non-western European languages. This option is only for expert users.

Select your file on your computer.

1. This option is used when the first row of your data file contains data.

2. You can use this option to automatically match the database field names with the fields of your data file. Your file must include field names in the first row.

3. Use this option to ignore the first row of your file data and not automatically match with database field names.

Lastly, import your file.

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2. SEGMENTATION


MEMBER IMPORT SCREEN, STEP 4 Accessible in “Lists” section, it allows you to import your members’ data. (continued)

You are here: Home ListsImportNew

If you have any errors, you can export them. Otherwise go to the next step.

Find your global file error.

Export the data file with your errors if you want to correct them.

Here you can find all details about your import.

Click on the filename.

After Import, if the file cannot be used by the server, it appears in the list with an “ERROR” flag.

Your file can be used. It appears in the list under step 3.

Some of the reasons for Import error are: - Wrong separator in your file. - Wrong file encoding, wrong defined encoding. - There are special characters in your fields. - Email syntax problem.

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2. SEGMENTATION


MEMBER UPLOAD SCREEN, OPTION 1: MERGING After uploading, you can select which data to import and match your Campaign Com-mander™ fields with the fields of your file.

You are here: Home ListsImportNew> You have clicked on the filename | MERGING

Field type: text, numeric or date.

Specify your date format.

You can update existing data in your member list. If you do not tick the box the old member data will be kept.

Select your file columns to match with the corresponding database field.

Create an editable field. Enter your default value, which will be included for all members of your file.

Click on the “Queue Import” button to validate and import data.

The import status can be viewed in the “Import Archive.”

Fields in your Campaign Commander™ database.

You have 2 options, we advise that you choose the first. 1. You merge your upload with your existing Campaign Commander™ data. 2. New record For New Record only, see the next page.

By default the Email field is used to match criteria. You can define your own specific criteria. If you have multiple criteria, you should report them with a comma (i.e. firstname, lastname).

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2. SEGMENTATION


MEMBER UPLOAD SCREEN, OPTION 2: NEW RECORD After uploading, you can select which data to import and match your Campaign Commander™ fields with the fields in your file.

You are here Home ListsImportNew> You have clicked on the filename | NEW RECORD

Fields in your Campaign Commander™ member list.

Field type: text, numeric or date.

Specify your date format.

Select your file columns to match with the corresponding database field.

Create an editable field. Enter your default value, which will be included for all members of your file.

Click on the “Queue Import” button at the bottom right of the page to validate and import data.

The upload status can be viewed in the “Upload Archive.”

You have chosen option 2: New record. The data is added and can create duplicates.

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2. SEGMENTATION

Creating a Segment

You are here Home > Segment

TO CREATE A SEGMENT, YOU HAVE TO:

Add descriptive criteria to identify the section(s) of your members to be targeted and put them together to form a usable segment

Add behavioural criteria (optional)

Save the segment by giving it a name and description The segments home page allows you to create a segment, and allows easy access to your archives or favourites.

Manage your segment: Copy, Edit, Duplicate, Check associations, Count, Delete, or Add to favourites.

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2. SEGMENTATION

Creating a Segment

CREATE AND COMBINE DESCRIPTIVE CRITERIA IN ORDER TO GET A USABLE SEGMENT, STEP 1 New Segment Screen Accessible from “Segments” section, the screen allows you to create segments.

You are here: Home Segment > New

First of all, add descriptive criteria (date, numerical or textual data) with “Add” icon. Your criteria will appear here.

You can find the following criteria in this section:

Demographics: Characteristics of member profiles

Behavioural: Actions of the members for each campaign

Social: Social networking behaviour

Quick Segments: Most recent member activity

Datamart: Advanced Option

My Segments: List of created segments

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2. SEGMENTATION

Creating a Segment

ADDING CRITERIA, STEP 2 New Segment Screen

You are here: Home Segment > New

Be sure to add a value to specify who will receive the message.

The criteria are connected with the operator “AND.”

Click to add new criteria. Criteria can be based on demographics, social or behavioural data.

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2. SEGMENTATION

Creating a Segment

ADDING CRITERIA, STEP 3 (OPTIONAL) New Segment Screen Create a new group. The creation of a group allows you to combine criteria using operator “OR.”

You are here:Home Campaigns Segment > New Segment

Groups are connected by operator “AND.” However, within the group, the criteria will be connected by the operator “OR.”

You can either add the criteria to an existing group or create a new group.

Create a new group by clicking here.

Add criteria within a group by selecting “Add a group.”

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2. SEGMENTATION

Creating a Segment

SAVING THE SEGMENT BY PROVIDING IT WITH A NAME AND DESCRIPTION, STEP 3 “Save New Segment” screen Accessible from “New Segment” screen, it allows you to check and save your segment parameters.

You are here: Home Segment > New | Save

It offers the possibility to determine the maximum number of members for the segment. (Number, percentage or full list).

When maximum number of members is selected, they are chosen at random.

You can also count the members of this criteria or count the segment at the bottom left of the page.

Save your segment at the bottom right of the page.

The screen invites you to name your segment, give it a description and check the condition you have just created.

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The segment is available in “Segment Archive.”

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3. MESSAGING

Topics

What is an Email Message?

Creating a Message

Hosting an Image

Responsible Email Marketing

How to use Visual Mode

How to use Message Template Mode


3. MESSAGING


1. THE HEADER

> The header is what is seen before you open the message

> FROM and SUBJECT lines can be personalised: - With your clients’ names - With conditions (e.g. if you don’t have any details on the member, a default standard version applies)

> This is the first element of your message that you should test. We have seen response rates increase by 50% just by changing the subject line. FROM: It should be easily

identified who is sending the email. It has two distinct components:

The alias will usually be displayed by the ISP (except on AOL)

The sender address can be either a generic Emailvision: email@ yoursite.campaigns.com or a personalised version using a sub-domain: [email protected] .

SUBJECT LINE: It should be closely related to the offer in the message, whilst being inspirational and enticing people to open the message.

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3. MESSAGING


2. THE BODY > A message can be sent as text, HTML or multipart. Multipart is usually recommended as most webmails/ISPs will consider a text only or HTML only as more likely to be spam. > We have a good practice guide that your Account Manager can supply you with and you can attend our HTML Design & Best Practice training course.

You are here: Home Assets Message NewOR Messages| Edit > Part 2 : Message Body

HTML version: You should make sure it complies with the best practices, such as those listed below.

Text version: Keep it simple and avoid copy/paste from Word as some special characters (“, ‘ or …) will not work properly.

Some key recommendations: - Use a mirror link at the top of your message - Use a sentence about adding the sender address to the white list or the address book - Have a clear unsubscribe message, easily accessible. If this is a third party message (like promoting the products of a partner), we

recommend to have the unsubscribe message at the top - Include a short description of your offer outlined in text at the top

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3. MESSAGING

Creating a Message

TO CREATE A MESSAGE YOU HAVE TO:

Name your message and personalise its headers (sender, subject, reply-to)

Create the body of your message

Track the links inserted in the body of your message

Insert an unsubscribe and a mirror link

You are here: Home Assets> Message

The message homepage allows you to access your message archives.

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3. MESSAGING

Creating a Message

THE MESSAGE ENVELOPE - EMAIL MESSAGE SCREEN, PART 1 Accessible in “Manage Campaign” section

You are here: Home AssetsMessage NewOR Messages | Edit

You can save this information or go on to Step 2 to create message body.

Provide a name and description for your message. A description is recommended but not mandatory.

Complete the message header: Sender, reply-to and subject.

A drop-down menu gives you access to options to personalise message header elements. To insert your choice in the left field, click on “Add.” The saved message is available in

the “Message Archive.”

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3. MESSAGING

Creating a Message

EMAIL MESSAGE SCREEN, STEP 2 This page allows you to import, specify and personalise the message body.

You are here: Home Assets Message NewOR Messages | Edit > Part 2 : Message Body

Select your edition: “Expert,” “Visual,” “Template.” > Expert mode allows you to edit the message in HTML format. > Visual mode allows you to edit the message in plain text or HTML using the WYSIWYG editor. > Template mode allows you to work with an existing message template. Fill in the header of the message: sender, reply address and subject.

The main section is a simplified text editor where you can enter the appropriate code and tags. > Before text part, enter: [EMV TEXTPART]. > Before HTML part, enter: [EMV HTMLPART]. > It is mandatory to insert an unsubscribe link. Inserting the &&& symbol allows you to add functions such as a link or personalisation.

You can save your message or save and display the result.

Toolbox: access to other features.

Visual mode

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3. MESSAGING

Creating a Message

The subject line and message content can affect deliverability. Here are some hints and tips to help avoid spam filters:

Basic rules

Avoid CAPITAL LETTERS where possible Use simple HTML (avoid JavaScript, forms) Not too many colours Limit large font sizes Be careful with message subject line Use an unsubscribe link (avoid “click here”) Message total size between 20 and 40 Kb Avoid using IP addresses in links

Avoid

Buy now Do not delete Free Hidden New Time limited Stop Mortgage Casino Holidays Click here Marketing Cash Viagra Millions of Euros Double your income Credit Satisfaction Call now Opportunity Guaranteed easy terms Work from home Subscribe Compare Visit our Internet site Why pay more Earn XX Euros You’ve been selected Save time Order now


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3. MESSAGING

Creating a Message

HOW TO PERSONALISE THE MESSAGE - MESSAGE PERSONALISATION SCREEN Accessible under the message header settings (“Message Personalisation” button in the toolbox), it allows you to personalise some message elements.

You are here: Home AssetsMessage NewOR Messages | Edit > Part 2 : Message Body Toolbox | Message Personalisation

To display this screen, you must add “&&&” in the message.

Select one of the 5 personalisation tabs: “Field”, “If”, “Multiple If”, “Switch” and “Date/Time.”

For “Field” tab, you personalise by selecting a field from the drop-down list.

Then click on “Add to body” button.

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3. MESSAGING

Creating a Message

HOW TO PERSONALISE THE MESSAGE - MESSAGE PERSONALISATION SCREEN “If” tab. The “If” statement is used for basic personalisation within your message by verifying a single field in your database.


“If” and “Then” operators are mandatory.

Then click on “Add to Body” button at the base of the screen.

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3. MESSAGING

Creating a Message

HOW TO PERSONALISE THE MESSAGE - MESSAGE PERSONALISATION SCREEN “Multiple If” tab. Combine multiple “if” statements to sharpen your personalisation.


Click on “Add to Body” button at the bottom of the screen.

For “Multiple If” tab, you personalise by choosing condition operators inside the “If” operator. They are: - “In” - “Or”

Here operators “If”,“In” and “Then” are mandatory.

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3. MESSAGING

Creating a Message

HOW TO PERSONALISE THE MESSAGE - MESSAGE PERSONALISATION SCREEN “Switch” tab. Depending on defined cases, dynamically insert complete HTML blocks.


For the “Switch” tab, you personalise by choosing condition operators: - “Case” - “Insert”

Then click on “Add to Body” button at the bottom of the screen.

To add more than 3 cases, duplicate the code in the message body.

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3. MESSAGING

Creating a Message

HOW TO PERSONALISE THE MESSAGE - MESSAGE PERSONALISATION SCREEN “Date/Time” tab


The personalisation value is inserted when the campaign is broadcast.

Then click on the ”Add

to Body” button.

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3. MESSAGING

Creating a Message

LINK MANAGEMENT WINDOW Accessible from the toolbox in PART 2 screen (body, links and personalization), it allows you to check and personalise message links.

You are here: Home AssetsMessage NewOR Messages | Edit > Part 2 : Message Body Toolbox | Link management Personalisation

You can create standard links, unjoin (unsubscribe), advanced links or manage existing links.

For the unsubscribe link, you can provide your Account Manager with a default landing page confirming the member has been unsubscribed which can then be set as a default option within your account. This page can be designed to look like your website.

It is mandatory to insert an unsubscribe link. Click on “Save/Add” and your unjoin link will replace the &&& you entered.

To display this screen, you must have “Track all links” on the message by

clicking on the corresponding toolbox button.

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3. MESSAGING

Creating a Message

EMAIL MESSAGE SCREEN, PART 3 Allows you to check your message content.

You are here: Home Assets Message New OR Messages | Edit> Part 3 : Save message

Then you get information on the message header.

Information on the message body components: contents and tracked links.

The message is already saved in the “Email Archive.”

Firstly you will receive a confirmation that your message has been saved.

The saved message is available in the “Message Archives.”

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3. MESSAGING

Creating a Message

EMAIL MESSAGE TESTING This allows you to test your message to various recipients.

You are here Home AssetsMessage NewMessages | Edit > Part 2 : Test message

It is possible to create various groups to test emails to.

To send the email to a single recipient select the email address and click send test.

You can test separate parts of the message or multiple parts.

You can add a new email address to test the email to by typing them in the box and selecting add.

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3. MESSAGING

Hosting an Image

TO HOST AN IMAGE YOU CAN:

You are here: Home Assets> Image library

1. Use the image library.

The Image Library allows you to store images which can then be used within your messages. You can upload images into the Image liabary using the Add button, or via FTP.

2. Access your FTP (Ask your Account Manager for your access information)

a. Create and select a folder

b. Save the image in the folder (in the correct sizing for your email)

c. Reference your image

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3. MESSAGING

Hosting an Image

ACCESSING THE FTP, STEP 1 You can access the FTP from an FTP client (such as Filezilla), or using the Windows FTP, (see below)

Open “My Computer” window


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3. MESSAGING

Hosting an Image

ACCESSING THE FTP, STEP 2

In the Address Bar at the top insert: ftp://webe.emv3.com or ftp://webr.emv2.com (please ask your Account Manager for the correct version).

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3. MESSAGING

Hosting an Image


Right Click on the Address (Vista) or Choose FileLogin As (XP).

Please note an error screen will appear when you first try to access the FTP; please click OK.


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3. MESSAGING

Hosting an Image


Insert your Campaign Commander™ Username (_web) and Password.

Please note: You will be given a unique login to the system by your Account Manager.

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3. MESSAGING

Hosting an Image

CHOOSING A FOLDER, STEP 5

When the next screen appears, select the Image directory.

Please note: The first time you access the FTP you will need to create an IMAGES DIRECTORY.


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3. MESSAGING

Hosting an Image

SAVING THE IMAGE IN THE FOLDER (IN THE REQUIRED SIZING FOR YOUR EMAIL), STEP 6

Drag your images from your desktop and copy these into the folder. This will place all of the files into the required folder; depending on size this should only take a few minutes to process.

Create a new folder by right clicking mouse - New Folder.

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3. MESSAGING

Hosting an Image

REFERENCING YOUR IMAGE, STEP 7

You will see an address of all the images in the address bar at the top; copy and paste this into Notepad.


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3. MESSAGING

Hosting an Image

REFERENCING YOUR IMAGE, STEP 8

In Notepad, change FTP to HTTP

After http://webe.emv3.com/ copy the name of the account on Campaign Commander™ to http://webe.emv3.com/account_ name/

At the end of the link add the remaining part of the location Folder Name (You created) Image Name (Name of image)

You should now have a link like this that is ready to reference in the Image Location in your message: http://webe.emv3.com/account_name/folder_name/image_name.jpg

Alternatively once you have uploaded your images into the folder they will be available to preview and add to your file from the Image Manager

Please test this in your browser window before applying.

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3. MESSAGING

Responsible Email Marketing

1. Permission is key: make sure your opt-in is 100% clear and voluntary

2. Do not rent or buy lists

3. Make the unsubscribe process painless in every message

4. Offer various levels of permission

5. Send relevant offers and messages

6. Send timely offers and messages

7. Ensure your creative is correctly formatted for all list members

8. Avoid “spammy” words

9. Test different frequency levels before rollout

10. Monitor unsubscribe rates and complaints


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3. MESSAGING


USING VISUAL MODE

You are here:Home AssetsMessage >NewOR Messages | Edit

Select visual mode.

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3. MESSAGING


EDITING TEXT, STEP 1

You are here: Home Assets Message New OR Messages | Edit > Part 2 : Message body

Select some text (do not delete all the text, only delete to the first letter in order to maintain the font and size) and type over the text.


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3. MESSAGING



It is the same principle as Microsoft Word. You can change text to Bold, Italic, change the font and sizing; the alignment can also be changed.


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3. MESSAGING



In the Visual Mode everything that is editable is clickable. Square regions are available to type over text or change the image.



3. MESSAGING


INSERTING AN IMAGE, STEP 1

It is possible to edit or insert an image by clicking on the image icon in the toolbar. Please note you must select the area or image to be edited first.


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3. MESSAGING


INSERTING AN IMAGE, STEP 2

After you click on the image icon in the menu, a window will open. If you would like to add or edit an image, type in the new image URL or access the Image library via the “Browse Server” button.

You can also set additional properties to the image such as alignment, border, and size.


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3. MESSAGING


INSERTING A LINK, STEP 1

To create a link in your message, select the text you wish to change to a link and click on the link button in the toolbar.



3. MESSAGING


INSERTING A LINK, STEP 2

When you click on the link button a window will appear.

Select to open the link in the same/new window in the Target section.

Select the type of link.

Type the address of the webpage you want to link to in the LINK URL section.


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3. MESSAGING


MESSAGE PERSONALISATION, STEP 1

To add personalisation to your message, type &&& in the place that you would like to insert the personalisation.

Click on the Message Personalisation menu in the toolbox.


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3. MESSAGING


MESSAGE PERSONALISATION, STEP 2

Click add to body.

When you click on the message personalisation in the side menu a new window will appear.

Use the scroll down option to select a field from Campaign Commander™ which you want to insert into the message.


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3. MESSAGING


TEMPLATE SCREEN Accessible in the “Assets” section, this screen lets you manage a set of templates (created in software like Adobe Dreamweaver), which can be modified in a WYSIWYG* editor (What You See is What You Get).*

You are here: Home Assets> Template

You can use the templates available in Campaign Commander™ as a basis for work.

You can import your own message templates and models.You can access your

template library directly.

Please note: WYSIWYG=What you see is what you get

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3. MESSAGING


USING MESSAGE TEMPLATE MODE, STEP 1 Your templates can be imported from the homepage section.

You are here: Home AssetsTemplate> Templates Library

Import.

Select the template to be imported on your hard drive, give it a name and a description, and then click on “Import.”

Click on the “New” button.

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3. MESSAGING


USING MESSAGE TEMPLATE MODE, STEP 2

You are here: Home AssetsTemplate > Create Message

Specify your images in the field provided, view them and then insert them.

Edit the properties of your images in the WYSIWYG* tool.

Identify the editable areas that are highlighted when mousing over.

Please note: What you see is what you get

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4. PRODUCING & LAUNCHING A CAMPAIGN

Topics

Creating & Planning a Campaign

Viewing the Results of a Campaign


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You are here: Home Campaigns > Campaign To complete a campaign, simply follow these 5 steps:

CHOOSE A SEGMENT OR LIST

OF SEGMENTS

CHOOSE A MESSAGE

APPLY CAMPAIGN PARAMETERS

SEND THE CAMPAIGN

TEST THE CAMPAIGN

The campaign screen displays a calendar of the current week and allows you to create any type of campaign, allowing easy access to your archives, favourites and your agenda.

To create a new campaign or edit an existing campaign, click on the relevant tab on the top right of the screen.

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CHOOSE A SEGMENT OR LIST OF SEGMENTS, STEP 1

You are here: Home CampaignsStandard New

Click on the segment to reveal a drop down menu. From here you can view your segment list in three sub headings: Favourites, Last 10 and Search. Select the one or several segments by clicking here.

Contact your Account Manager for the SMS feature.


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CHOOSE A MESSAGE, STEP 2

You are here: Home CampaignsStandard New

Select your message; this can be viewed in three subheadings: Favourites, Last 10 and Search.

Select your message type (email/SMS).

Provide your campaign with a name and a description.

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APPLY CAMPAIGN PARAMETERS, STEP 3

You are here: Home CampaignsStandardNew

You can select options such as de-dupe on send (recommended), progress notification, delivery speed and post click tracking in this area.

If split testing and analytics are features which are available for your account, you will be able to enable/disable these for the individual campaigns here.

Click on the more options box to expand the options available within the campaign properties.

Once all the parameters have been completed, you can save the parameters of your campaign.

Set the date and time for the sending of your campaign.

As standard, the time zone is set at GMT +01.00 Central European Time (Europe/Paris), this can be changed in the manage account section of Campaign Commander™. Select logins and the time can be edited per individual login; this will be reflected in the clock when setting the campaign parameters.

The saved campaign is available in “Campaign Archives.”

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The

save

d

cam

pai

gn

is a

vaila

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in

“Cam

pai

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Arc

hive

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TEST THE CAMPAIGN (OPTIONAL), STEP 4 The Archive screen is displayed upon arrival at the Standard Campaign page. You can test your message by clicking on the “Test” button.

You are here: Home CampaignsStandardTest

Once you have selected the recipients, you can test the message on these addresses.

This screen allows you to manage the email addresses so that you can see what your campaign looks like.

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SEND THE CAMPAIGN, STEP 5

You are here: Home Campaigns Standard

Here you have two options to validate your campaign: “Post” and “Fast Post.”

Difference: “Post”: a 3-step process including a final count confirmation; “Fast Post”: a 1-step process, with no final count confirmation offering immediate validation for your campaign launching. N.B.: “Fast post” doesn’t mean the campaign will be sent immediately.

This column indicates the status of your campaign, whether it is: > Editable > Validated > Running > Tracking

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CAMPAIGN REPORTS, SECTION 1 The “Reports” section allows you to view and analyse the results of your campaign in several ways.

This screen gives you access to campaign statistics for all standard, multivariate, multimessage, trigger and test campaigns.

You are here: Home Reports Standard

This graph displays the results of the campaign selected from the list below of the last 10 campaigns.

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CAMPAIGN REPORTS SCREEN, SECTION 2 By clicking on the tab “All Campaigns,” you can combine and view the data from several campaigns, at the same time.

You are here Home ReportsStandard

Check the boxes to indicate which campaign’s statistics you would like to see.

It is possible to export the statistics in several formats, such as Excel or CSV.

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CAMPAIGN REPORTS SCREEN, SECTION 3: SNAPSHOT REPORTS

Left-click on the campaign name to gain access to a graphical display of the results of your last campaign in four modes.

You are here: Home ReportsStandard




CAMPAIGN REPORTS SCREEN, SECTION 3: LINK RESOURCE, ACTIVITY AND SOCIAL REPORTS

Display results on the tracked links.

Display activity report for a campaign.

Display social shares and opens for a campaign.

You are here: Home ReportsStandard


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5. MANUAL PROCEDURES

Topics

How to search for Members and Display Links: Add Members, Subscribe and Unsubscribe

Hard bounce, soft bounce

How to Export Unsubscribed or Quarantined Members

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How to Download Members

MEMBER SEARCH SCREEN Accessible from the “Lists” section, it allows you to search for a member according to different criteria.

You are here: Home ListsSearch & Add

Once criteria are selected, you can launch the search and display the results (in a different screen).

Three criteria types allow you to specify your member search: text, numeric or date fields.

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MEMBER EXPORT SCREEN, STEP 1 Accessible from the “Lists” section, it allows you to export member data according to two different criteria.

You are here: Home ListsExport> New

OR you can export member data by segment.

You can export member data by campaign and by behavioural criteria.

Click on the “Step 2: Content Selection” button to go onto step 2.

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MEMBER EXPORT SCREEN, STEP 2

You are here: Home Lists ExportNew> You have clicked on “Step 2: Content Selection”

Select your file separator and click “Export.”

Select the member fields you wish to view in your final file.

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Hard bounce, soft bounce

THE DIFFERENCE BETWEEN HARD AND SOFT BOUNCE:

> Hard bounces are permanently invalid addresses: - Hotmail: smtp;550 Requested action not taken: mailbox unavailable - AOL: smtp;550 MAILBOX NOT - Free: smtp;550 5.2.1 This mailbox has been blocked due to inactivity - Gmail: smtp;550 5.1.1 The email account that you tried to reach

does not exist. Please try double-checking the recipients email address for typos or unnecessary spaces.

- Others : + smtp;550 Unrouteable address + 5.4.4 (unable to route: no mail hosts for domain) + 5.1.2 (bad destination system: no such domain)

Soft bounces are temporarily unavailable addresses: mailbox full, server down, inactive accounts etc.

- smtp;550 5.2.2 user quota exceeded - smtp;552 <[email protected]>: Recipient

address rejected: 5.2.2 Over quota

You are here: Home ReportsStandard>Your Campaign Report

Hard bounce example

How it looks in Campaign Commander™

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How to Export Unsubscribed or Quarantined Members

You are here: Home Segments> New

UNSUBSCRIBED MEMBERS: > Create a new segment “EMAIL is not empty” > Go to the export section to export the unsubscribed members from that segment

If you are using an opt-in field, you need to create the segment based on that field

QUARANTINED MEMBERS: > Create a new segment “EMAIL is not empty” > Go to the Export section to export the quarantined members from that segment

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Q & A SESSION

UNSUBSCRIBED MEMBERS: > Create a new segment “EMAIL is not empty” > Go to the export section to export the unsubscribed members from that segment

If you are using an opt-in field, you need to create the segment based on that field

QUARANTINED MEMBERS: > Create a new segment “EMAIL is not empty” > Go to the Export section to export the quarantined members from that segment

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FURTHER TRAINING COURSES

ADVANCED CAMPAIGN COMMANDER™ EMAIL & MOBILE This course aims to extend users’ knowledge of Campaign Commander™ in order to use the full potential of its functionality. This course is designed to follow on from the Basic Training and will take you over the advanced features.

CAMPAIGN COMMANDER™ CUSTOMER INTELLIGENCE BASIC ANALYSIS This course is aimed for all new users of Campaign Commander Customer Intelligence and is designed to equip users with both a functional understanding of the system and of basic analysis techniques.

CAMPAIGN COMMANDER™ SOCIAL EDITION TRAININGEmail has become the most widely used medium of communication within the business world. Although it is a very powerful revenue generator, marketers should apply some simple rules to get the best results. This course aims to bring real-world best practices to optimise email marketing campaigns, allowing participants to achieve the highest return on investment.

HTML EMAIL DESIGN FOR BEGINNERSThis course is aimed at Marketers who want to learn to create emails in HTML coding language. It provides an introduction to HTML email design and will take you from no knowledge of HTML to creating targeted and stylish email marketing creatives.

LEARN MORE!

Check the Advanced

Training Courses

Emailvision USA Phone: +1 (212) 257-6018

www.emailvision.com

Emailvision UK Phone: + 44 20 7554 4500 www.emailvision.co.uk

Emailvision France Phone: +33 1 41 27 27 17

www.emailvision.fr

Emailvision Germany Phone- Hambourg : +49 40 30603-0 Phone- Munich : +49 89 59 08-14 12

www.emailvision.de

Emailvision Netherlands Phone: +31 (0)20-205 0100

www.emailvision.nl

Emailvision Belux Phone: +32 2 761 75 75 www.emailvision.be

Emailvision Italy Phone: +39 02 64 67 21

www.emailvision.it

Emailvision Scandinavia Phone: +46 40-699 72 90

www.emailvision.se

Emailvision Spain Phone: +34 93 183 87 20

www.emailvision.es

Emailvision Switzerland Phone - Genève: +41 22 560 6228 Phone - Zürich: +41 43 488 3646

www.emailvision.ch

Emailvision Brazil Phone: +55 11 3583 0900

www.emailvisionbrasil.com.br

Emailvision China Phone: +86 21 6171 7380

www.emailvision.cn

Emailvision Portugal Phone: +35 1 21 321 020 34

www.emailvision.pt

Emailvision Austria Phone: +43 (1) 740 40/4810

www.emailvision.at

Emailvision Hong Kong Phone: +852 2681 9000

www.emailvision.hk

Emailvision Israel Phone: +33 1 41 27 10 32 www.emailvision.co.il

Cc shanghai uk_print

Technology

email campaign

email message

campaign page

responsible email marketing

emailvision contact

message template mode

segmentation page10why

visual mode