Changes for page ONEmail
Last modified by caterina on 2022/02/11 18:04
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... ... @@ -1,1 +1,1 @@ 1 - ONEmail1 +Utilities - Creating and Sending Email/Newsletter Campaigns using the Email Engine (v12.x) - Parent
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... ... @@ -1,1 +1,0 @@ 1 -ONEcount Customer Documentation - Author
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... ... @@ -1,1 +1,1 @@ 1 -XWiki. caterina1 +XWiki.melanie@one-count_com - Content
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... ... @@ -1,211 +4,204 @@ 1 -{{layout}} 2 -{{layout-section ac:type="two_right_sidebar"}} 3 -{{layout-cell}} 4 4 5 5 6 6 {{id name="Start ScreenSteps Content"/}} 7 - \\4 + The Email Engine is powered by phpList, an open source digital subscription management tool. 8 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.6 +Sending a campaign is the central feature within the Email Engine. 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 10 11 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 12 13 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 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 /HIGHER LOGIC,POSTUP,EXACT TARGET, SILVERPOP, OR ANY OTHER ESP USE THOSE SYSTEMS TO CREATE AND SEND CAMPAIGNS**(% style="color: rgb(255,0,0);" %)**.**12 +(% 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 16 17 -=== OPENING THE ONEMAIL EMAIL ENGINE ===14 +=== OPENING THE EMAIL ENGINE === 18 18 19 -=== Select ACTIVATIONfrom the main menu. ===16 +=== Select UTILITIES from the main menu. === 20 20 21 -[[image:attach: Screen Shot2022-02-11 at 6.03.24 PM.png||thumbnail="true"height="151"]]18 +[[image:attach:media_1444241805770.png||align="center"]] 22 22 23 -=== Select ONEmail from the sub-menu. ===20 +=== Select Email Engine from the sub-menu. === 24 24 25 -[[image:attach: Screen Shot2022-02-11 at6.02.00 PM.png||thumbnail="true"height="142"]]22 +[[image:attach:media_1444241840674.png||align="center"]] 26 26 27 -This will open ONEmail. Fromthe menu on the left, click Campaigns,thenSend A Message. You will seea list of Draft campaignsthat arewaiting to be queuedup for sending. You can view all campaignsby clicking on List of Campaignsfrom the menuon the left. It will show Draft campaigns,Active campaigns,which are those that have been queued and are either being sentorwaitingtobesent, and Sent campaigns.24 +This will open the Email Engine main window and dashboard, as shown below. 28 28 29 - First,let's send a campaign.ClickStarta newCampaignin the upper right-hand corner.26 +=== CREATE A CAMPAIGN === 30 30 31 -[[image:attach: ONEmail Campaign List.png||width="800"]]28 +[[image:attach:media_1395411376067.png||align="center"]] 32 32 33 - === CREATEACAMPAIGN===30 +To begin creating a campaign from the dashboard, choose the Send a campaign icon, or select the phrase Start or continue a campaign next to the icon, as indicated in the image above. 34 34 35 - Thecampaigncreationscreen iswhere you buildthecontentsof your message.Enter the Subject for your campaign,thenthe"Fromline:" The From Linehas twoparts: the firstisthee-mailaddress you campaignwill appear to comefrom,thesecond is the "Name" that will appearinsomeone'smailbox as the senderf the message. In the example below,the messagewill appearto be sent by joanne@one-count.com, and the name that will appear in therecipient'se-mailis "JoannePersico/ONEcount."Theformat of thelineis email<SPACE>name.32 +You can also access the “send a campaign” option by selecting Campaigns > Send a Campaign from the Campaign Menu Dropdown within the phpList title bar. (See below.) 36 36 37 - Please note that while you can put prettymuchanythingyou want in thename field,the e-mail address mustcome fromadomain or subdomain that has beenconfigured for use withONEmail. This is because your e-mail will needto be digitally signed using a Domain Key (DKIM).This key is established in your company's DNS serversand must match the domain in the e-mailaddress you are sendingfrom. If you arenot sure what e-mail to use,contact your ONEcount support team orfile a ticket in our help desk.34 +[[image:attach:media_1395411460810.png||align="center"]] 38 38 39 - \\36 +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.) 40 40 41 -[[image:attach: ONEmail Create Content.png||height="250"]]38 +[[image:attach:media_1395411830217.png||align="center"]] 42 42 43 - \\40 +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). 44 44 45 -T hethirdline on thecontentcreation screendetermineswhetheryou willcomposeamessageinONEmail'scampaign-builderinterface,orwhetheryouplanto senda webpage.42 +**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.) 46 46 47 - ONEmail has a powerful feature that allows it to scrape a web page off of your web site and send it as amail message. Any variable substitution (ie., macros) that you use in ONEmail can beembeddedin 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 planningto send inthebox that appears below.44 +[[image:attach:media_1395412179449.png||align="center"]] 48 48 49 - Ifyou would like ONEmailtoscrape or pull the subject for your campaign from the HTMLpage, you can configure a meta tag in the HTML page to hold the campaign subject. Just use the following in the HTML page being pulled in:46 +=== SEND A CAMPAIGN === 50 50 51 - <metaname="subject" content="THIS IS MY CAMPAIGN SUBJECT">48 +[[image:attach:media_1395412360699.png||align="center"]] 52 52 53 - Ifyouwouldlike tobuildthemessageusingONEmail'sfull,RichTextEditor,chose"Compose Message."50 +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. 54 54 55 - (% 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 problemstesting or send a campaign witha fetched URL, double-check the URL from a browser to ensure it is available from the web.52 +=== Content === 56 56 57 - (% style="color: rgb(255,0,0);" %)**~*~*IMPORTANT NOTE:**(%%)** **(% style="color: rgb(0,0,0);" %)ONEmail is amulti-threaded campaign sending engine. In order to fetchaweb page, ONEmail will fetch a copy ofthe web page for eachthread and cache it for the lifetimeof 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 or500 simultaneous threads.This means that your web server could see upto 500 requests for the same page comingfrom one or two of our IPaddresses. Some customers have firewall systems that will block more than a handful of requests from a single IP during acertainperiod oftime. 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.54 +[[image:attach:media_1395770997141.png||align="center"]] 58 58 59 - (%style="color: rgb(255,0,0);" %)**~*~*IMPORTANT NOTE: **(% style="color:rgb(255, 0, 0); color:rgb(0, 0, 0)" %)Becauseinlineimagesarenotuniversallyavailableacrossalle-mailclients,ONEmailwillnotallow youtosendacampaign that usesinline images.Ifyouhave createdthecampaign inathird-partyplatformand ONEmailiscomplainingaboutanimagelink, pleasereviewthelink forthe following:56 +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: 60 60 61 - <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" />58 +**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. 62 62 63 - OR60 +**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. 64 64 65 - <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"/>62 +**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. 66 66 67 - CHANGETHEdisplay:setting to:64 +**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. 68 68 69 - (%style="color:rgb(255,0,0);"%)display:block;66 +**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. 70 70 71 - \\68 +=== a. Send a Webpage === 72 72 73 -[[image:attach: ONEmail Add Test Address.png||width="600"]]70 +[[image:attach:media_1395771018963.png||align="center"]] 74 74 75 - Whenyou have finishededitingyour campaign, you'll want to testit to see how it looks, makesureall 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.72 +//**Sending as a Webpage**// 76 76 77 - If the e-mailyouenteredisnotalreadyinthedatabase,ONEmailwilltellyou andgive youthe opportunitytoaddthe addressto yourONEmaildatabase.ClickAdd andthenhitSend testagain. You will receiveacopyof your campaignat the addressyousubmitted.74 +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. 78 78 79 - You shouldtry to validateyour message notonly withyour own eyes,but with one oftheexcellent, third-party validation platforms out there.One such platform, mail-tester.com, is very easy to use andcosts just a few dollarsa month. Toryit, simply go to [[https:~~/~~/www.mail-tester.com/>>url:https://www.mail-tester.com/||shape="rect"]].You will see a page with arandomly-generatede-mail address and a button to test the campaign. Copy therandomly-generated e-mail into the "Send test" field above, add it to your list, and send a test.76 +**Note**: this feature does not work for image maps. 80 80 81 -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. 82 -\\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. 78 +To proceed through the send a campaign process, select **Next.** 83 83 84 - Thefirst option is the Embargo time.This is essentially when your campaign is scheduled togo out. ONEmail willstart sendingthe campaign at theEmbargo time (give or take five minutes) and it willstop sending once the campaign is done,or when it reaches the "Stop sending after" time.80 +=== b. Compose message === 85 85 86 - This last option is useful in cases where you send a campaign out a short timebeforean event(say an hour ortwo)andyou wantit to stopsendingoncethe eventis scheduled to start.82 +[[image:attach:media_1439235845042.png||align="center"]] 87 87 88 - \\84 +//**Compose a Message**// 89 89 90 - [[image:attach:ONEmailScheduleCampaign.png||width="800"]]86 +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. 91 91 92 - You'llsee twoother options on this page thatyoumight not be familiar with: Repeat andRequeue. These two optionsare confusing, yetpowerful,so let's discuss both:88 +To copy and paste html: 93 93 94 -**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. 90 +* Open the html file in a text editor (e.g. TextEdit) or in a word processing program such as Word or OpenOffice. 91 +* If opening in a word processing program, select to view the html source (e.g., in Word and OpenOffice, select View > HTML source). 95 95 96 - **Requeue every: **Thisoptionallows you to //**send the same campaign**// to the listrepeatedly,exceptthat no userwill get the messagetwice. This is useful if you want new subscribers to a list to get the campaign even if it is sent after they joined thelist.A typical use would be if you have a welcomenewsletter forsubscribersto your site, and you users to get themessage when they sign up.93 +To paste the html into the RTE: 97 97 98 -So remember: repeat sends a new campaign, requeue sends the same campaign. 95 +* Click on the Source button. 96 +* Paste the html in the RTE. 97 +* 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. 99 99 100 - Next, click on tab #3, lists. If you havelotof lists, you will see tabs across the list panel, with your lists divided up among thefferent tabs.CLick on a tab, then click the checkbox next to the list(s) you would like to send the campaignto. If you would like to useasuppressionlist (like a marketingopt-out list), click onthe link where it says,"Please seledt the lists you want to excludefrom this campaign" and you will see all of your lists there as well.99 +[[image:attach:media_1439236306243.png||align="center"]] 101 101 102 - [[image:attach:ONEmailLists.png||width="800"]]101 +=== Text === 103 103 104 - \\103 +[[image:attach:media_1395771729859.png||align="center"]] 105 105 106 - Panel#5isnotrequired,butallows youto segmentyour campaign based onpriorcampaignactivity.Fromthepull-downon theleft, choose theactivity you would likeosegmenton. Here we've chosenCampaignactivity.Fromthenexttab,youcan choose thetypeofengagement(opened/clicked/didnotopen/didnotclick,etc),andthen from thehird pull-down, you'llseealist ofprior campaigns.105 +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. 107 107 108 -Th isallows youto send THIS campaigntopeople on yourlist who did not openor did not clickon a prior campaign sentto the same list. You can add multiple segmentation rules, anddetermine whether tosend itto userswhomeetall or any ofthecriteriabelow.107 +The text version will be displayed to two types of subscribers: 109 109 110 -[[image:attach:ONEmail Triggered Campaigns-Clicked.png||width="800"]] 109 +//1. Subscribers who have their preferences in phpList set to receive text emails.// 110 +These subscribers will be sent the text version only. 111 111 112 -\\ 112 +//2. Subscribers who have email readers that cannot display the HTML version.// 113 +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. 113 113 114 - [[image:attach:ONEmailTrigger BasedOnPriorOpen-Pick campaign.png||width="800"]]115 +=== Meta Data and Send Test Options === 115 115 116 - Finally, click tab #6, Finish. If you would like to receive notifications when your campaign starts andends, put your e-mail intothe boxes below. You can includemultiplee-mail addresses separated by a comma. Thereisan optionto 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 theGA tag to your ONEmail install.117 +[[image:attach:media_1477670714057.png||align="center"]] 117 117 118 -**Reset Click Statistics:** (% style="color: rgb(0,0,0);" %)Selecting this action clears existing click and open statistics for this campaign. (%%) 119 -(% 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.** 119 +Note that you can add a campaign title or send a test message at any point during the message creation and deployment process. 120 120 121 - (%style="color:rgb(255,0,0);"%)**Makesure nottoselectthisonceyourmain campaignhasstartedorelseyourisk clearingstatisticsfrom realsubscribers.**121 +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. 122 122 123 -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. 123 +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. 124 +You can (and should) also create a test list in ONEcount and send to that list prior to deployment. 124 124 125 - [[image:attach:ONEmailPlace In Queue.png||width="800"]]126 +=== Format === 126 126 127 - \\128 +[[image:attach:media_1395771782287.png||align="center"]] 128 128 129 - ===CAMPAIGNPERSONALIZATION===130 +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. 130 130 131 - ONEmailcan personalizemessagesusingspecialmarkersor "placeholders."When youenteraplace-holderinyourmessage,ONEmailwillreplacethatplaceholderwiththevalueof that fieldfor thatuser.Forexample,theceholder[ EMAIL ]isequivalent toauser'se-mail address.So when youendacampaignand include theplaceholder[ EMAIL ] inhecampagin,thisplaceholderwill bereplacedwith theemail address ofeachuserthecampaignisbeingsentto.132 +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. 132 132 133 - Whenyou set up your ONEmail install, you defined whichdemographic fields would be available as placeholders inONEmail. 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.134 +=== Scheduling === 134 134 135 - Other placeholders thate systemrecognizes include:136 +[[image:attach:media_1395772600209.png||align="center"]] 136 136 137 - [ OCID ]: ThisistheOCIDof theuser receiving the e-mail138 +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: 138 138 139 - [EMAIL]: Thisis the e-mail address of theuser receiving the e-mail140 +**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. 140 140 141 - [FORWARDURL]: This willcreate auniquelinkinthecampaignthat a usercan usetoFORWARD the messageto another user142 +**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. 142 142 143 - [VIEWBROWSER]: Thiswillcreateaunique linkthatallows the user toviewthe campaign throughawebbrowser.144 +**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. 144 144 145 - Whensending a campaign, besureto include a link to your e-mail preferencesform, 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]].146 +=== Lists === 146 146 147 - \\148 +[[image:attach:media_1395773797508.png||align="center"]] 148 148 150 +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. 149 149 152 +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. 150 150 151 -{{id name="End ScreenSteps Content"/}} 152 -{{/layout-cell}} 154 +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. 153 153 154 -{{layout-cell}} 155 -{{panel borderStyle="solid" title="Search all Documentation:"}} 156 +=== Server === 156 156 158 +[[image:attach:media_1477669854065.png||align="center"]] 157 157 158 - {{livesearch/}}159 - {{/panel}}160 +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. 161 +If you have one email server, leave the selection as Default. 160 160 161 - {{panel borderStyle="solid"title="SearchSystem UTILITIES:"}}163 +=== Finish === 162 162 165 +[[image:attach:media_1477669891978.png||align="center"]] 163 163 164 -{{pagetreesearch rootPage="System Utilities"/}} 165 -{{/panel}} 167 +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. 166 166 167 -{{panel title="More System UTILITIES"}} 168 -{{expand title="Expand"}} 169 - 169 +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. 170 170 171 -(% style="margin-left: 30.0px;" %) 172 -[[Job List>>doc:Utilities - Job List]] 171 +**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. 173 173 174 -(% style=" margin-left:30.0px;"%)175 - [[BackendUserPermissions>>doc:Utilities-BackendUsersandPermissions]]173 +**Reset Click Statistics:** (% style="color: rgb(0,0,0);" %)Selecting this action clears existing click and open statistics for this campaign. (%%) 174 +(% 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.** 176 176 177 -(% style="margin-left: 30.0px;" %) 178 -[[Email Engine Sender Score>>doc:ONEmail and Sender Score]] 176 +(% 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.** 179 179 180 -(% style=" margin-left:30.0px;"%)178 +(% 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.)** 181 181 180 +[[image:attach:media_1477670280779.png||align="center"]] 182 182 183 -(% style="margin-left: 30.0px;" %) 184 -Action Manager 182 +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. 185 185 186 -(% style="margin-left: 30.0px;" %) 187 -[[Configuration Manager>>doc:Utilities - Configuration Manager]] 184 +(% style="text-decoration: underline; color: rgb(255, 0, 0)" %)**DO NOT SELECT "Process Queue" to initiate the sending of the campaign.** 188 188 189 -(% style="margin-left: 30.0px;" %) 190 -Backend Activity Log 186 +(% 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.** 191 191 192 -(% style="margin-left: 30.0px;" %) 193 -IVT Mitigator 188 +[[image:attach:media_1395775222709.png||align="center"]] 194 194 195 -(% style="margin-left: 30.0px;" %) 196 -[[Widget Builder>>doc:Utilities - Widget Builder]] 190 +=== Check Message Send Status === 197 197 198 -(% style="margin-left: 30.0px;" %) 199 -[[Mapper>>doc:Utilities - DExTr]] 192 +Once queued, you can check the progress of a campaign by selecting "List of Campaigns" under Campaigns on the nav bar. (See below.) 200 200 201 -(% style="margin-left: 30.0px;" %) 202 -Import/Export Tool 203 -{{/expand}} 204 -{{/panel}} 194 +[[image:attach:media_1395777573901.png||align="center"]] 205 205 206 - \\196 +This will bring you to the List of Campaigns page, where you select "Active" from the tabs. (See below.) 207 207 208 -\\ 209 -{{/layout-cell}} 210 -{{/layout-section}} 211 -{{/layout}} 198 +[[image:attach:media_1477670426018.png||align="center"]] 199 + 200 +From this window, you can view the status of the message as it's being sent. 201 + 202 + 203 + 204 +{{id name="End ScreenSteps Content"/}}
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