Changes for page ONEmail

Last modified by caterina on 2022/02/11 18:04

From 14.1 to 13.1 From 19.1 to 18.1

From version 18.1

edited by Admin
on 2020/12/18 18:50

Change comment: There is no comment for this version

To version 14.1

edited by Admin
on 2020/04/29 13:51

Change comment: There is no comment for this version

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@@ -12,9 +12,9 @@
  (% style="color: rgb(255,0,0);" %)**ALL LIST ADDITIONS, SUBSCRIPTIONS/RENEWALS/UNSUBSCRIBES, USER DELETIONS, AND ANALYTICS SHOULD BE CARRIED OUT USING THE APPROPRIATE MODULE/TOOL IN ONECOUNT AND NOT WITHIN THE EMAIL ENGINE.**
--(% style="color: rgb(0,0,0);" %)**THE ONEcount EMAIL ENGINE SHOULD ONLY BE USED TO CREATE AND SEND CAMPAIGN MESSAGES. IF YOUR SYSTEM IS CONFIGURED TO USE AN API FOR MAGNETMAIL/HIGHER LOGIC, POSTUP, EXACT TARGET, SILVERPOP, OR ANY OTHER ESP USE THOSE SYSTEMS TO CREATE AND SEND CAMPAIGNS**(% style="color: rgb(255,0,0);" %)**.**
++(% style="color: rgb(0,0,0);" %)**THE ONEcount EMAIL ENGINE SHOULD ONLY BE USED TO CREATE AND SEND CAMPAIGN MESSAGES. IF YOUR SYSTEM IS CONFIGURED TO USE AN API FOR MAGNETMAIL, EXACT TARGET, SILVERPOP, OR ANY OTHER ESP USE THOSE SYSTEMS TO CREATE AND SEND CAMPAIGNS**(% style="color: rgb(255,0,0);" %)**.**
--=== OPENING THE ONEMAIL EMAIL ENGINE ===
++=== OPENING THE EMAIL ENGINE ===
  === Select UTILITIES from the main menu. ===
@@ -42,108 +42,194 @@
  \\
--The third line on the content creation screen determines whether you will compose a message in ONEmail's campaign-builder interface, or whether you plan to send a web page.
++The third line on the content creation screen determines whether you will compose a message in ONEmail's campaign-builder interface, or whether you plan to send a web page. ONEmail has a powerful feature that allows it to scrape a web page off of your web site and send it as a mail message. Any variable substitution (ie., macros) that you use in ONEmail can be embedded in the page and will be handled properly. Simply click the "Send a webpage button" and then enter the full URL of the page you are planning to send in the box that appears below.
--ONEmail has a powerful feature that allows it to scrape a web page off of your web site and send it as a mail message. Any variable substitution (ie., macros) that you use in ONEmail can be embedded in the page and will be handled properly. Simply click the "Send a webpage button" and then enter the full URL of the page you are planning to send in the box that appears below.
++Finally, compose your campaign. ONEmail features a full, Rich Text Editor that allows you to build very sophisticated campaigns into your e-mail.
--If you would like to build the message using ONEmail's full, Rich Text Editor, chose "Compose Message."
++[[image:attach:ONEmail Add Test Address.png||width="600"]]
--(% style="color: rgb(255,0,0);" %)**~*~*IMPORTANT NOTE: **(% style="color: rgb(0,0,0);" %)ONEmail will not send a web page, either as part of a scheduled campaign or as a test, if it can not fetch the page. Sometimes customers report problems with sending pages that are gated; other times, the page is down or not yet built. In these circumstances, ONEmail will not send the campaign. If you are sending a test message, it will report "Can't send test message." If you are having problems testing or send a campaign with a fetched URL, double-check the URL from a browser to ensure it is available from the web.
++When you have finished editing your campaign, you'll want to test it to see how it looks, make sure all of the links work, etc. Simply put your e-mail address or the address you would like to receive the test mail into the box, and hit Send test.  If the e-mail you entered is not already in the database, ONEmail will tell you and give you the opportunity to add the address to your ONEmail database. Click Add and then hit Send test again. You will receive a copy of your campain at the address you submitted.
--(% style="color: rgb(255,0,0);" %)**~*~*IMPORTANT NOTE:**(%%)** **(% style="color: rgb(0,0,0);" %)ONEmail is a multi-threaded campaign sending engine. In order to fetch a web page, ONEmail will fetch a copy of the web page for each thread and cache it for the lifetime of that thread. Most customers are configured to run up to 100 simultaneous threads. Some customers with high volumes will be set up for 200, 300 or 500 simultaneous threads. This means that your web server could see up to 500 requests for the same page coming from one or two of our IP addresses. Some customers have firewall systems that will block more than a handful of requests from a single IP during a certain period of time. If you anticipate problems sending campaigns in this configuration, please contact support so that we can provide you with our IP address block for whitelisting on your web servers.
++You should try to validate your message not only with your own eyes, but with one of the excellent, third-party validation platforms out there. One such platform, mail-tester.com, is very easy to use and costs just a few dollars a month. To try it, simply go to [[https:~~/~~/www.mail-tester.com/>>url:https://www.mail-tester.com/||shape="rect"]]. You will see a page with a randomly-generated e-mail address and a button to test the campaign. Copy the randomly-generated e-mail into the "Send test" field above, add it to your list, and send a test.
--(% style="color: rgb(255,0,0);" %)**~*~*IMPORTANT NOTE: **(% style="color: rgb(255, 0, 0); color: rgb(0, 0, 0)" %)Because inline images are not universally available across all e-mail clients, ONEmail will not allow you to send a campaign that uses inline images. If you have created the campaign in a third-party platform and ONEmail is complaining about an image link, please review the link for the following:
++You can then go back to https:~/~/mail-tester.com and run the test. It will show you a lot of valuable information about your message, and provide tips on getting the best-possible inbox placement.
--<img alt="Footer Logo" border="0" height="36" src="[[https:~~/~~/s3-us-west-2.amazonaws.com/images/logo_footer.png>>url:https://s3-us-west-2.amazonaws.com/fresheblasts/RMS/RMS-1026/rms-1026-images/RMS_logo_footer.png||shape="rect"]] " style="(% style="color: rgb(255,0,0);" %)display: inline-block;(%%) margin: 0; padding: 0; border: none;" width="99" />
++\\
--OR
++\\
--<img align="center" alt="" class="mcnImage" src="[[https:~~/~~/usercontent.com/images/bc81a390-f766-4fd2-951a.png>>url:https://mcusercontent.com/cfa07718237c272d8e8405296/images/bc81a390-f766-4fd2-951a-709e35fa3808.png||shape="rect"]]" style="max-width:600px; padding-bottom: 0; (% style="color: rgb(255,0,0);" %)display: inline !important;(%%) vertical-align: bottom;" width="485.04" />
++[[image:attach:ONEmail Place In Queue.png||height="250"]][[image:attach:ONEmail Trigger Based On Prior Open-Pick campaign.png||height="250"]][[image:attach:ONEmail Schedule Campaign.png||height="250"]][[image:attach:ONEmail Triggered Campaigns-Clicked.png||height="250"]][[image:attach:ONEmail Test Success.png||height="250"]][[image:attach:ONEmail Select List.png||height="250"]]
--CHANGE THE display: setting to:
++\\
--(% style="color: rgb(255,0,0);" %)display: block;
++Select **send a campaign** to be taken to the **“Send a campaign”** page where you will see a list of the current draft campaigns, their respective ages, and their statuses in a section called the **‘Draft campaigns’** portlet. (See below.)
--\\
++[[image:attach:media_1395411830217.png||align="center"]]
--[[image:attach:ONEmail Add Test Address.png||width="600"]]
++You can either access a previously saved draft campaign to continue it through to completion (1), or you can begin a new campaign by selecting start a new campaign (2).
--When you have finished editing your campaign, you'll want to test it to see how it looks, make sure all of the links work, etc. Simply put your e-mail address or the address you would like to receive the test mail into the box, and hit Send test.
++**NOTE**: You can also execute a new campaign by selecting the **Send a Campaign** option in the **‘Navigation’** portlet on the right-hand side of the window. This option, however, is only available when you are working on a related process, as the ‘Navigation’ portlet shows related processes to the one you are currently working. (See screenshot below.)
--If the e-mail you entered is not already in the database, ONEmail will tell you and give you the opportunity to add the address to your ONEmail database. Click Add and then hit Send test again. You will receive a copy of your campaign at the address you submitted.
++[[image:attach:media_1395412179449.png||align="center"]]
--You should try to validate your message not only with your own eyes, but with one of the excellent, third-party validation platforms out there. One such platform, mail-tester.com, is very easy to use and costs just a few dollars a month. To try it, simply go to [[https:~~/~~/www.mail-tester.com/>>url:https://www.mail-tester.com/||shape="rect"]]. You will see a page with a randomly-generated e-mail address and a button to test the campaign. Copy the randomly-generated e-mail into the "Send test" field above, add it to your list, and send a test.
++=== SEND A CAMPAIGN ===
--You can then go back to https:~/~/mail-tester.com and run the test. It will show you a lot of valuable information about your message, and provide tips on getting the best-possible inbox placement.
--\\Once you are satisfied with the content of your message, it is time to schedule your e-mail.  Click on Tab #2, Scheduling and then you can set up your campaign.
++[[image:attach:media_1395412360699.png||align="center"]]
--The first option is the Embargo time. This is essentially when your campaign is scheduled to go out. ONEmail will start sending the campaign at the Embargo time (give or take five minutes) and it will stop sending once the campaign is done, or when it reaches the "Stop sending after" time.
++Regardless of the route you choose to access a new campaign, the process for creating a new campaign is consistent. All campaigns begin by selecting the Start a new campaign icon.
--This last option is useful in cases where you send a campaign out a short time before an event (say an hour or two) and you want it to stop sending once the event is scheduled to start.
++=== Content ===
--\\
++[[image:attach:media_1395770997141.png||align="center"]]
--[[image:attach:ONEmail Schedule Campaign.png||width="800"]]
++The Content portion of the send a campaign process requires a variety of fields be filled: Subject, From Line, Content, Compose Message, and Footer. Within the content portion, you are actually creating your message and providing the system with critical details about your message. Some of the more relevant fields are:
--You'll see two other options on this page that you might not be familiar with: Repeat and Requeue. These two options are confusing, yet powerful, so let's discuss both:
++**Subject:** The Subject is the Title of a Campaign. It will appear as the title of the email to subscribers that have subscribed to a campaign.
--**Repeat campaign every: **This option //**creates a new campaign**// on an interval and sends it to your subscriber list automatically.  is useful for regular newsletters that are fed dynamically from a Content Management System. If you are using the "Send a web page" option for your content, you can set up your web site CMS to dynamically create your newsletters for you according to rules in your CMS, on whatever schedule you wish. Repeating the campaign means that ONEmail will send the first newsletter the scheduled (ie., embargoed) time, then //**create a new campaign** //every hour/day/month/year fetching the same URL and sending it to the same group of people. Using this option, you can create a Monday Morning Newsletter template in your CMS, and have ONEmail automatically create a new campaign every Monday using that URL and send it to the same subscriber list. This completely automates the sending of routine campaigns.
++**From Line:** The From Line shows the Author of the campaign. It can be displayed in one of three ways: As one word, as two or more words, or as an email address. For more information on the options, select the information/help icon.
--**Requeue every: **This option allows you to //**send the same campaign**// to the list repeatedly, except that no user will get the message twice. This is useful if you want new subscribers to a list to get the campaign even if it is sent after they joined the list. A typical use would be if you have a welcome newsletter for subscribers to your site, and you users to get the message when they sign up.
++**Content:** The content section refers to the sending method. The options include “send as a webpage” and “compose message.” For more information on the options, and the difference between “send as a webpage” and “compose message,” select the information/help icon. More information on is displayed below.
--So remember: repeat sends a new campaign, requeue sends the same campaign.
++**Footer:** If a specific template and default footer was not created during the original configuration process, a system-generated footer will appear for each campaign. You have the ability to change this footer. The system-generated footer will change depending on the action taken by the subscriber. For example, if a subscriber forwards an email to a non-subscriber, the footer will change allowing the new recipient to subscribe for emails in the future. For more information on the footer, its options, and how to set a new default footer, select the information/help icon.
--Next, click on tab #3, lists. If you have a lot of lists, you will see tabs across the list panel, with your lists divided up among the different tabs. CLick on a tab, then click the checkbox next to the list(s) you would like to send the campaign to. If you would like to use a suppression list (like a marketing opt-out list), click on the link where it says, "Please seledt the lists you want to exclude from this campaign" and you will see all of your lists there as well.
++**Note:** At any point during the send a campaign process, the administrator can save the campaign as a draft and return at another time, or send a test campaign to an email of their choosing.
--[[image:attach:ONEmail Lists.png||width="800"]]
++=== a. Send a Webpage ===
--\\
++[[image:attach:media_1395771018963.png||align="center"]]
--Panel #5 is not required, but allows you to segment your campaign based on prior campaign activity. From the pull-down on the left, choose the activity you would like to segment on. Here we've chosen Campaign activity. From the next tab, you can choose the type of engagement (opened/clicked/did not open/did not click, etc), and then from the third pull-down, you'll see a list of prior campaigns.
++//**Sending as a Webpage**//
--This allows you to send THIS campaign to people on your list who did not open or did not click on a prior campaign sent to the same list. You can add multiple segmentation rules, and determine whether to send it to users who meet all or any of the criteria below.
++When sending as a webpage, you mustselect "Send a webpage" and specify the URL of the webpage you want to send. If sending a newsletter using a newsletter template, specify the URL of the template. The system will then fetch the URL, and send it to your subscribers. Images will live on the website you send. When clicktracking is enabled, all links from the website you specified will be rewritten to go via phpList. Therefore, anytime a subscriber clicks on a link within the message, statistics will be gathered and rendered for the administrator to analyze in ONEcount.
--[[image:attach:ONEmail Triggered Campaigns-Clicked.png||width="800"]]
++**Note**: this feature does not work for image maps.
--\\
++To proceed through the send a campaign process, select **Next.**
--[[image:attach:ONEmail Trigger Based On Prior Open-Pick campaign.png||width="800"]]
++=== b. Compose message ===
--Finally, click tab #6, Finish. If you would like to receive notifications when your campaign starts and ends, put your e-mail into the boxes below. You can include multiple e-mail addresses separated by a comma. There is an option to add a Google tracking code to all of the links in your message. If you would like to do this, have your ONEcount support specialist add the GA tag to your ONEmail install.
++[[image:attach:media_1439235845042.png||align="center"]]
++//**Compose a Message**//
++
++When composing a message, select "Compose Message" and use the RTE (bordered in purple above) to type in or copy and paste a message – including html – into the RTE.
++
++To copy and paste html:
++
++* Open the html file in a text editor (e.g. TextEdit) or in a word processing program such as Word or OpenOffice.
++* If opening in a word processing program, select to view the html source (e.g., in Word and OpenOffice, select View > HTML source).
++
++To paste the html into the RTE:
++
++* Click on the Source button.
++* Paste the html in the RTE.
++* Click on the Source button again. This will undo "Source" mode and you will see the message displayed as it will appear to the receiver.
++
++[[image:attach:media_1439236306243.png||align="center"]]
++
++=== Text ===
++
++[[image:attach:media_1395771729859.png||align="center"]]
++
++Every email, even when the content is HTML, needs to have a plain text version. This is enforced by the internet standards and phpList cannot change that. If you leave this empty, phpList will automatically generate text content from your HTML. Alternatively, you can enter the text content of your campaign here yourself.
++
++The text version will be displayed to two types of subscribers:
++
++//1. Subscribers who have their preferences in phpList set to receive text emails.//
++These subscribers will be sent the text version only.
++
++//2. Subscribers who have email readers that cannot display the HTML version.//
++Some subscribers use programs to read their email that do not handle HTML. In that case, they will see the text version only. This is decided on the subscriber end of the communication channel. These subscribers will receive the normal email containing both HTML and text, but their system decides to show them the text version.
++
++=== Meta Data and Send Test Options ===
++
++[[image:attach:media_1477670714057.png||align="center"]]
++
++Note that you can add a campaign title or send a test message at any point during the message creation and deployment process.
++
++If you don't add a Campaign Title, the subject of the campaign will be used in ONEcount analytics. For example, if every campaign has a subject line of "Daily Newsletter", selection drop-downs in ONEcount analytics will all show "Daily Newsletter". Giving the campaign a separate title to, e.g., include the date "10072016_Daily_Newsletter" will make identification and selection of individual newsletters much clearer in ONEcount. You can, of course, use any naming convention choose.
++
++To send a test message, the email address(es) you send to must be in ONEcount/Email Engine. When "Send test" is used, an html and text version of the campaign will be sent.
++You can (and should) also create a test list in ONEcount and send to that list prior to deployment.
++
++=== Format ===
++
++[[image:attach:media_1395771782287.png||align="center"]]
++
++The Format portion permits you to choose between an html campaign and a text campaign. If you select html, an html version will be sent to subscribers provided that they selected html in their subscription preferences. If they had not selected html, the subscriber will receive the campaign email in text format.
++
++If you are using templates built in the email engine, you have the option of verifying which template you would like to use during this step. **Don't select a template if you are using a template from another system, e.g. your content management system**. Select **Next** to proceed through the process, or Back to edit a prior portion within the process.
++
++=== Scheduling ===
++
++[[image:attach:media_1395772600209.png||align="center"]]
++
++Modifying the scheduling portion of the sending a campaign process allows you to determine the specifics around when your campaigns are sent. Some of the fields include:
++
++**Embargoed Until:** This step lets you select a time when the messages will begin to be sent. If no date is selected, the default embargo is 0:00, which means that the emails will be sent immediately, or if a cron is set up they'll be sent when the cron starts sending. Note that the ‘embargoed until’ field does not indicate what time the messages will be received by the subscriber, only what time they will begin to be sent by the administrator. For more information, select the information/help icon.
++
++**Stop sending after:** This value insures that messages will not be sent after a set time. It is useful for messages that pertain to future events, as it will prevent subscribers from receiving messages about said event, after the event has already occurred. For more information, select the information/help icon.
++
++**Requeue every / Requeue until:** The requeue fields place a campaign back in queue after the initial sending is finished. This option might be used to reach subscribers that may have signed up after the initial campaign was sent. For more information, select the information/help icon. By using the requeue option, the embargo of the campaign will be set to the time plus the requeue frequency specified.
++
++=== Lists ===
++
++[[image:attach:media_1395773797508.png||align="center"]]
++
++The Lists step in the process requires you to select the distribution lists to which the campaign messages will be sent. If no distribution list is selected, the system will warn you that a campaign cannot be sent without a distribution list.
++
++This step includes a list of the available distribution lists, as well as a brief description of the list, and whether or not the list is public or private. If the lists have been grouped into categories, the categories will show was tabs within the ‘lists’ portlet.
++
++In addition, you may select any lists you wish to exclude from the campaign, e.g. if you have a suppression list of names you don't want a particular campaign to be sent to.
++
++=== Server ===
++
++[[image:attach:media_1477669854065.png||align="center"]]
++
++If you have more than one mail server, you can select from which server to send the message. This impacts the sending IP address and sender score.
++If you have one email server, leave the selection as Default.
++
++=== Finish ===
++
++[[image:attach:media_1477669891978.png||align="center"]]
++
++Finish is the final step in the send campaign process. If prior steps were not completed correctly, the system will notify you what fields are missing. (See above) You can then go back and correct steps then return to Finish.
++
++If you want, select who should be notified when message sending starts and finishes. More than one email address can be added for these notifications, provided that the email addresses are separated by commas. The status of the campaign can be tracked via a link in the footer of the "Campaign started" email.
++
++**Add Google Analytics Tracking Code:** This feature embeds tracking code in the emails, and is a way of providing more information about the success of a campaign to the administrator.
++
  **Reset Click Statistics:** (% style="color: rgb(0,0,0);" %)Selecting this action clears existing click and open statistics for this campaign. (%%)
  (% style="color: rgb(255,0,0);" %)**For example, if you have been sending test messages and have clicked the links, the database might have some statistics that you will want to clear before formally sending the campaign message to your subscribers.**
  (% style="color: rgb(255,0,0);" %)**Make sure not to select this once your main campaign has started or else you risk clearing statistics from real subscribers.**
--Click "Place Campaign in Queue for Sending" and your campaign will be queued for delivery. The queue processor runs every five minutes, so your message should start sending within a few minutes of its schedule or embargo time.
++(% style="color: rgb(0,0,0);" %)**When all steps have been completed correctly, the "Place Campaign in Queue for Sending" button will appear at the bottom of the "Finish" tab. (See below.)**
--[[image:attach:ONEmail Place In Queue.png||width="800"]]
++[[image:attach:media_1477670280779.png||align="center"]]
--\\
++After a campaign is sent, the administrator is brought to a confirmation page, saying the campaign has been added and has been queued. (See below.) Your system is configured to run a cron job, or scheduler, that will execute send commands automatically at a fixed time interval, e.g. every five minutes.
--=== CAMPAIGN PERSONALIZATION ===
++(% style="text-decoration: underline; color: rgb(255, 0, 0)" %)**DO NOT SELECT "Process Queue" to initiate the sending of the campaign.**
--ONEmail can personalize messages using special markers or "placeholders." When you enter a place-holder in your message, ONEmail will replace that placeholder with the value of that field for that user. For example, the placeholder [ EMAIL ] is equivalent to a user's e-mail address. So when you send a campaign and include the placeholder [ EMAIL ] in the campagin, this placeholder will be replaced with the email address of each user the campaign is being sent to.
++(% style="color: rgb(255,0,0);" %)**If you select "Process Queue", the queue will be processed within your browser. Processing the queue within your browser will slow your system and result in timeouts and stalled message processing.**
--When you set up your ONEmail install, you defined which demographic fields would be available as placeholders in ONEmail. These typically include  [ FNAME ] for a user's first-name, [ LNAME ] for a user's last-name, and [ COMPANY ] for the user's company name.
++[[image:attach:media_1395775222709.png||align="center"]]
--Other placeholders that the system recognizes include:
++=== Check Message Send Status ===
--[ OCID ]: This is the OCID of the user receiving the e-mail
++Once queued, you can check the progress of a campaign by selecting "List of Campaigns" under Campaigns on the nav bar. (See below.)
--[ EMAIL ]: This is the e-mail address of the user receiving the e-mail
++[[image:attach:media_1395777573901.png||align="center"]]
--[ FORWARDURL ]: This will create a unique link in the campaign that a user can use to FORWARD the message to another user
++This will bring you to the List of Campaigns page, where you select "Active" from the tabs. (See below.)
--[VIEWBROWSER]: This will create a unique link that allows the user to view the campaign through a web browser.
++[[image:attach:media_1477670426018.png||align="center"]]
--When sending a campaign, be sure to include a link to your e-mail preferences form, or include a one-click opt-out link so that user's can unsubscribe from the messages you are sending. One simple way to do this is using the one-click opt-out feature of ONEcount, which is described [[here>>doc:ds.One Click Opt-out]].
++From this window, you can view the status of the message as it's being sent.
--\\
--
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id

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--36667507
++23331865

url

@@ -1,1 +1,1 @@
--https://info.onecount.net//wiki/spaces/OD/pages/36667507/ONEmail
++https://info.onecount.net//wiki/spaces/OD/pages/23331865/ONEmail