Changes for page ONEmail

Last modified by caterina on 2022/02/11 18:04
From version 2.1
edited by melanie@one-count_com
on 2016/12/13 12:23
Change comment: There is no comment for this version
To version 15.1
edited by Admin
on 2020/04/29 20:04
Change comment: There is no comment for this version

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1 -Utilities - Creating and Sending Email/Newsletter Campaigns using the Email Engine (v12.x)
1 +ONEmail
Author
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1 -XWiki.melanie@one-count_com
1 +XWiki.Admin
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6 +{{id name="Start ScreenSteps Content"/}}
7 +\\
8 +
9 +Sending a campaign is the central feature within the ONEmail. A campaign message is a single email message event sent to the members (subscribers) of one or more lists. A single message can only be sent to any subscriber once. In other words, if an administrator sends the same message to multiple lists (which share the same subscribers), each subscriber in these lists would only get that message once.
10 +
11 +Sending a campaign can be initiated in a variety of ways. First and foremost, it can be accessed through the Email Engine Dashboard, within the “Main” functionality section.
12 +
13 +(% 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.**
14 +
15 +(% 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);" %)**.**
16 +
17 +=== OPENING THE EMAIL ENGINE ===
18 +
19 +=== Select UTILITIES from the main menu. ===
20 +
21 +[[image:attach:media_1444241805770.png||align="center"]]
22 +
23 +=== Select ONEmail from the sub-menu. ===
24 +
25 +[[image:attach:ONEmail Nav Menu.png||width="600" align="center"]]
26 +
27 +This will open ONEmail. From the menu on the left, click Campaigns, then Send A Message. You will see a list of Draft campaigns that are waiting to be queued up for sending. You can view all campaigns by clicking on List of Campaigns from the menu on the left.  It will show Draft campaigns, Active campaigns, which are those that have been queued and are either being sent or waiting to be sent, and Sent campaigns.
28 +
29 +First, let's send a campaign. Click Start a new Campaign in the upper right-hand corner.
30 +
31 +[[image:attach:ONEmail Campaign List.png||width="800"]]
32 +
33 +=== CREATE A CAMPAIGN ===
34 +
35 +The campaign creation screen is where you build the contents of your message. Enter the Subject for your campaign, then the "From line:" The From Line has two parts: the first is the e-mail address you campaign will appear to come from, the second is the "Name" that will appear in someone's mailbox as the sender of the message. In the example below, the message will appear to be sent by joanne@one-count.com, and the name that will appear in the recipient's e-mail is "Joanne Persico/ONEcount." The format of the line is email<SPACE>name.
36 +
37 +Please note that while you can put pretty much anything you want in the name field, the e-mail address must come from a domain or subdomain that has been configured for use with ONEmail. This is because your e-mail will need to be digitally signed using a Domain Key (DKIM). This key is established in your company's DNS servers and must match the domain in the e-mail address you are sending from. If you are not sure what e-mail to use, contact your ONEcount support team or file a ticket in our help desk.
38 +
39 +\\
40 +
41 +[[image:attach:ONEmail Create Content.png||height="250"]]
42 +
43 +\\
44 +
45 +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.
46 +
47 +Finally, compose your campaign. ONEmail features a full, Rich Text Editor that allows you to build very sophisticated campaigns into your e-mail.
48 +
49 +[[image:attach:ONEmail Add Test Address.png||width="600"]]
50 +
51 +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.
52 +
53 +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.
54 +
55 +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.
56 +\\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.
57 +
58 +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.
59 +
60 +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.
61 +
62 +\\
63 +
64 +\\
65 +
66 +[[image:attach:ONEmail Schedule Campaign.png||width="800"]]
67 +
68 +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:
69 +
70 +**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.
71 +
72 +**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.
73 +
74 +So remember: repeat sends a new campaign, requeue sends the same campaign.
75 +
76 +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.
77 +
78 +[[image:attach:ONEmail Lists.png||width="800"]]
79 +
80 +\\
81 +
82 +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.
83 +
84 +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.
85 +
86 +[[image:attach:ONEmail Triggered Campaigns-Clicked.png||width="800"]]
87 +
88 +\\
89 +
90 +[[image:attach:ONEmail Trigger Based On Prior Open-Pick campaign.png||width="800"]]
91 +
92 +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.
93 +
94 +**Reset Click Statistics:** (% style="color: rgb(0,0,0);" %)Selecting this action clears existing click and open statistics for this campaign. (%%)
95 +(% 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.**
96 +
97 +(% 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.**
98 +
99 +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.
100 +
101 +[[image:attach:ONEmail Place In Queue.png||width="800"]]
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132 +[[Job List>>doc:Utilities - Job List]]
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134 +(% style="margin-left: 30.0px;" %)
135 +[[Backend User Permissions>>doc:Utilities - Backend Users and Permissions]]
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138 +[[Email Engine Sender Score>>doc:ONEmail and Sender Score]]
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144 +Action Manager
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147 +[[Configuration Manager>>doc:Utilities - Configuration Manager]]
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150 +Backend Activity Log
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153 +IVT Mitigator
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156 +[[Widget Builder>>doc:Utilities - Widget Builder]]
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159 +[[Mapper>>doc:Utilities - DExTr]]
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162 +Import/Export Tool
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Confluence.Code.ConfluencePageClass[0]
id
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1 -67207
1 +36667426
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67207/Utilities - Creating and Sending Email/Newsletter Campaigns using the Email Engine (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/36667426/ONEmail