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THE FUNDAMENTALS OF CAMPAIGN COMMANDER™ EMAIL AND MOBILE The Global Leader in Training for Email Marketing Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
EMAILVISION CUSTOMER SERVICE USA............................................................... Phone +1 (212) 257-6018 UK................................................................. Phone +44 20 7554-4500 France........................................................... Phone +33 1 41 27 27 17 Germany – Hamburg................................... Phone +49 40 30603-0 Germany – Münich...................................... Phone +49 89 59 08-14 12 Italy............................................................... Phone +39 02 64 67-21 Netherlands................................................. Phone +31 (20) 205-0100 Belux............................................................. Phone +32 2 761 75-75 Scandinavia.................................................. Phone +46 40-699 72-90 Spain............................................................. Phone +34 93 183 87-20 Switzerland – Geneva................................. Phone +41 (22) 560-6228 Switzerland – Zürich................................... Phone +41 (43) 488-3646 Brazil............................................................. Phone +55 11 3583-0900 China............................................................. Phone +86 21 6171 7380 Portugal........................................................ Phone +35 1 21 321 020 34 Austria.......................................................... Phone +43 (1)740 40/4810 Hong Kong................................................... Phone +852 2681 9000 Israel............................................................. Phone +33 1 41 27 10 32 Details Of My Emailvision Contact: ........................................................................................................................................................... ........................................................................................................................................................... ........................................................................................................................................................... ........................................................................................................................................................... ........................................................................................................................................................... 2 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
CONTENT 1. OVERVIEW PAGE 4 Overview of the Campaign Commander™ Interface & Functions..........................................................................page 5 What is an Email Campaign?........................................................................................................................................page 9 2. SEGMENTATION PAGE 10 Why 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 .................................... my notes ......................... FURTHER TRAINING COURSES PAGE 81 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 3
1. OVERVIEW Topics Overview of the Campaign Commander™ Interface & Functions What is an Email Campaign? .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... 4 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
1. OVERVIEW Overview of the Campaign Commander™ Interface & Functions CAMPAIGN COMMANDER™ allows you to: 1. Create campaigns “Campaign” section 2. Manage member lists “Lists” section .................................... .................................... .................................... .................................... 3. Display campaign results .................................... “Reports” section .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 5
1. OVERVIEW Overview of the Campaign Commander™ Interface & Functions 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 campaigns Create and manage Multivariate Test campaigns Create and manage Multi-Message campaigns Create and manage Trigger campaigns Create a new segment or access the segment archive Assets 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 members Search or Add members Import members Export members Deliverability Management Monitor your rate and success of delivery See what a campaign looks like to primary ISPs and email readers Create and manage Transactional Messaging Display statistics and graphs for your campaigns Directory of campaigns, segments and messages 6 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
1. OVERVIEW Overview of the Campaign Commander™ Interface & Functions You are here: Home 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. .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 7
1. OVERVIEW Overview of the Campaign Commander™ Interface & Functions You are here: Home Assets Message TYPICAL SCREEN New The other screens are laid out in similar style (titles, lists, forms, buttons) OR Messages | Edit Access to message body settings. Contextual help by a simple mouseover. .................................... Enhanced confirmation or .................................... validation section. .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... 8 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
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 .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 9
2. SEGMENTATION Topics Why do we perform Segmentation? What is a Data File? Importing Data Files Creating a Segment .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... 10 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
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 .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 11
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 .................................... .................................... my notes ......................... 12 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
2. SEGMENTATION Importing Data Files You are here: Home Lists Import “IMPORT” SCREEN, STEP 1 New Here you can see how to update your Database when you want. 2 Click “Imports” to follow the status of previous 1 Imports. Click here to go to the Import Flat Text FileTool (.csv, .txt, .dat). .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 13
2. SEGMENTATION Importing Data Files You are here: Home Lists Import “IMPORT” SCREEN, STEP 2 New Accessible in “New” section, it allows you to import your members’ data. 1 Click here to import your file. 2 The window displayed .................................... allows you to select import options. .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... 14 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
2. SEGMENTATION Importing Data Files You are here: Home Lists 1 Import ZOOM ON FILE IMPORT POP UP, STEP 3 New After clicking on “Import” you will import your database in Campaign Commander™. Select your file on your > You have clicked on computer. Import 2 4 This option allows you 1. This option is used when to choose the field the first row of your data separator in your file. file contains data. 2. You can use this option to automatically match the database field names with 3 the fields of your data file. Your file must include field You can choose the file names in the first row. encoding for non- western European 3. Use this option to ignore languages. This option the first row of your file is only for expert users. data and not automatically match with database field names. 5 Lastly, import your file. Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 15
2. SEGMENTATION Importing Data Files You are here: Home 3 Lists Import MEMBER IMPORT SCREEN, STEP 4 Here you can find all details New Accessible in “Lists” section, it allows you to import your members’ data. about your import. (continued) 1 After Import, if the file 4 cannot be used by the If you have any errors, server, it appears in the list you can export them. with an “ERROR” flag. Otherwise go to the next step. Find your global file error. 2 Export the data file with your errors if you want to Your file can be used. It correct them. appears in the list under step 3. .................................... .................................... 5 .................................... Click on the filename. .................................... .................................... .................................... 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. my notes ......................... -- Email syntax problem. 16 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
2. SEGMENTATION Importing Data Files You are here: Home 3 Lists Fields in your Campaign Import MEMBER UPLOAD SCREEN, OPTION 1: MERGING Commander™ database. New After uploading, you can select which data to import and match your Campaign Com- > You have clicked on mander™ fields with the fields of your file. the filename | MERGING 4 Field type: text, 1 numeric or date. You have 2 options, we advise that you choose the first. 5 1. You merge your upload Specify your date format. with your existing Campaign Commander™ data. 2. New record 6 For New Record only, see the You can update existing data in next page. your member list. If you do not tick the box the old member data will be kept. 2 By default the Email field is used 7 to match criteria. You can define your own specific criteria. If you Select your file columns have multiple criteria, you should to match with the report them with a comma (i.e. Click on the “Queue Create an editable field. Enter corresponding database firstname, lastname). The import status 9 Import” button to validate 8 your default value, which will field. can be viewed in the “Import and import data. be included for all members of Archive.” your file. Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 17
2. SEGMENTATION Importing Data Files You are here Home 2 Lists MEMBER UPLOAD SCREEN, OPTION 2: NEW RECORD Fields in your Campaign Import Commander™ member New After uploading, you can select which data to import and match your Campaign list. > You have clicked on Commander™ fields with the fields in your file. the filename | NEW RECORD 3 Field type: text, numeric or date. 1 You have chosen option 4 2: New record. The data Specify your date format. is added and can create duplicates. 5 Select your file columns to match with the .................................... corresponding database field. .................................... .................................... .................................... 6 .................................... Create an editable field. .................................... 7 Enter your default value, .................................... The upload status can be viewed in Click on the “Queue which will be included for the “Upload Archive.” Import” button at the all members of your file. .................................... bottom right of the page to my notes ......................... validate and import data. 18 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
2. SEGMENTATION Creating a Segment You are here Home > Segment TO CREATE A SEGMENT, YOU HAVE TO: 1 Add descriptive criteria to identify the section(s) of your members to be targeted and put them together to form a usable segment 2 Add behavioural criteria (optional) The segments home page allows you to 3 Save the segment by giving it a name and description create a segment, and allows easy access Manage your segment: to your archives or Copy, Edit, Duplicate, favourites. Check associations, Count, Delete, or Add to favourites. .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 19
2. SEGMENTATION Creating a Segment You are here: Home Segment > New 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 can find the following criteria in this section: Demographics: Characteristics of member profiles 1 Behavioural: Actions of the members for each campaign First of all, add descriptive criteria Social: Social networking (date, numerical or behaviour textual data) with Quick Segments: Most “Add” icon. Your recent member activity criteria will appear Datamart: Advanced here. Option My Segments: List of created segments 20 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
2. SEGMENTATION Creating a Segment You are here: Home Segment > New ADDING CRITERIA, STEP 2 New Segment Screen 2 1 Be sure to add a value to specify who will Click to add new criteria. receive the message. Criteria can be based on demographics, social or behavioural data. The criteria are connected with the operator “AND.” .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 21
2. SEGMENTATION Creating a Segment You are here: Home Campaigns Segment ADDING CRITERIA, STEP 3 (OPTIONAL) > New Segment New Segment Screen Create a new group. The creation of a group allows you to combine criteria using operator “OR.” 2 1 Groups are connected Create a new group by by operator “AND.” clicking here. However, within the group, the criteria will be connected by the operator “OR.” Add criteria within a group by selecting “Add a group.” .................................... .................................... .................................... .................................... .................................... .................................... .................................... You can either add the criteria to an existing group or create a .................................... new group. my notes ......................... 22 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
2. SEGMENTATION Creating a Segment You are here: Home Segment > New | Save 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. 2 It offers the possibility to determine the 1 maximum number of members for the The screen invites you to segment. (Number, name your segment, give percentage or full list). it a description and check the condition you have just When maximum created. number of members is selected, they are chosen at random. 3 You can also count the members of this criteria or count the segment at the bottom left of the page. 4 Save your segment at The segment is available in the bottom right of the “Segment Archive.” page. Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 23
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 .................................... .................................... .................................... .................................... .................................... my notes ......................... 24 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
3. MESSAGING What is an Email Message? 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) 1 >> This is the first element of your message that you should test. We have seen response rates increase by 50% FROM: It should be easily just by changing the subject line. 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 2 Emailvision: email@ yoursite.campaigns.com SUBJECT LINE: It or a personalised version should be closely using a sub-domain: related to the offer in email@news.yoursite. the message, whilst com . being inspirational and enticing people to open the message. Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 25
3. MESSAGING What is an Email Message? You are here: Home Assets Message 2. THE BODY New > A message can be sent as text, HTML or multipart. Multipart is usually recommended OR Messages| Edit as most webmails/ISPs will consider a text only or HTML only as more likely to be spam. > Part 2 : Message Body > 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. 1 Text version: Keep it simple and avoid copy/ 2 paste from Word as some special characters (“, ‘ or …) HTML version: You should will not work properly. make sure it complies with the best practices, such as those listed below. .................................... .................................... .................................... .................................... .................................... .................................... 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 my notes ......................... recommend to have the unsubscribe message at the top -- Include a short description of your offer outlined in text at the top 26 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
3. MESSAGING Creating a Message You are here: Home Assets > Message TO CREATE A MESSAGE YOU HAVE TO: 1 Name your message and personalise its headers (sender, subject, reply-to) 2 Create the body of your message 3 Track the links inserted in the body of your message 4 Insert an unsubscribe and a mirror link The message homepage allows you to access your message .................................... archives. .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 27
3. MESSAGING Creating a Message You are here: Home Assets Message THE MESSAGE ENVELOPE - EMAIL MESSAGE SCREEN, PART 1 New Accessible in “Manage Campaign” section OR Messages | Edit 1 Provide a name and description for your message. A description is recommended but not mandatory. 2 Complete the message header: Sender, reply-to and subject. A drop-down menu gives 3 you access to options to personalise message You can save this header elements. To insert information or go on to your choice in the left field, Step 2 to create message click on “Add.” The saved message is available in body. the “Message Archive.” 28 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
3. MESSAGING Creating a Message You are here: Home 3 Assets Message EMAIL MESSAGE SCREEN, STEP 2 The main section is a New This page allows you to import, specify and personalise the message body. simplified text editor where OR Messages | Edit you can enter the appropriate > Part 2 : Message Body code and tags. > Before text part, enter: [EMV TEXTPART]. > Before HTML part, enter: [EMV HTMLPART]. 1 > It is mandatory to insert an unsubscribe link. Toolbox: access to other Inserting the &&& features. symbol allows you to add functions such as a link or personalisation. 2 Select your edition: “Expert,” “Visual,” “Template.” > Expert mode allows you to edit the message in HTML format. 4 > Visual mode allows you to edit the message in plain text or HTML You can save your message or using the WYSIWYG editor. save and display the result. > Template mode allows you to work with an existing message template. Fill in the header of the message: sender, reply address and subject. Visual mode Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 29
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 .................................... .................................... .................................... my notes ......................... 30 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
3. MESSAGING Creating a Message You are here: Home Assets Message HOW TO PERSONALISE THE MESSAGE - MESSAGE PERSONALISATION SCREEN New Accessible under the message header settings (“Message Personalisation” button in the toolbox), 1 OR Messages | Edit it allows you to personalise some message elements. > Part 2 : Message Select one of the 5 Body personalisation tabs: Toolbox | Message “Field”, “If”, “Multiple Personalisation If”, “Switch” and “Date/ Time.” 2 To display this For “Field” tab, you screen, you must personalise by selecting add “&&&” in the a field from the drop- message. down list. .................................... .................................... 3 .................................... .................................... Then click on “Add to body” button. .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 31
3. MESSAGING Creating a Message You are here: Home Assets Message HOW TO PERSONALISE THE MESSAGE - MESSAGE PERSONALISATION SCREEN New “If” tab. The “If” statement is used for basic personalisation within your message by verifying a single field OR Messages | Edit in your database. > Part 2 : Message Body Toolbox | Message Personalisation 1 “If” and “Then” operators are mandatory. 2 .................................... Then click on “Add to .................................... Body” button at the base of the screen. .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... 32 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
3. MESSAGING Creating a Message You are here: Home Assets Message HOW TO PERSONALISE THE MESSAGE - MESSAGE PERSONALISATION SCREEN New “Multiple If” tab. Combine multiple “if” statements to sharpen your personalisation. OR Messages | Edit > Part 2 : Message Body Toolbox | Message 1 Personalisation 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. .................................... .................................... .................................... .................................... 2 .................................... Click on “Add to Body” .................................... button at the bottom of .................................... the screen. .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 33
3. MESSAGING Creating a Message You are here: Home Assets Message HOW TO PERSONALISE THE MESSAGE - MESSAGE PERSONALISATION SCREEN New “Switch” tab. Depending on defined cases, dynamically insert complete HTML blocks. OR Messages | Edit > Part 2 : Message Body Toolbox | Message Personalisation 1 For the “Switch” tab, you personalise by choosing condition operators: - “Case” - “Insert” 2 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. .................................... .................................... .................................... .................................... my notes ......................... 34 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
3. MESSAGING Creating a Message You are here: Home Assets Message HOW TO PERSONALISE THE MESSAGE - MESSAGE PERSONALISATION SCREEN New “Date/Time” tab OR Messages | Edit > Part 2 : Message Body Toolbox | Message Personalisation 1 The personalisation value is inserted when the campaign is broadcast. .................................... .................................... .................................... .................................... .................................... 2 .................................... Then click on the ”Add .................................... to Body” button. .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 35
3. MESSAGING Creating a Message You are here: Home Assets Message LINK MANAGEMENT WINDOW New Accessible from the toolbox in PART 2 screen (body, links and personalization), it allows OR Messages | Edit you to check and personalise message links. > Part 2 : Message 1 Body You can create standard Toolbox links, unjoin (unsubscribe), | Link management advanced links or manage Personalisation existing links. To display this screen, you must have “Track all links” on the 2 message by clicking on the corresponding For the unsubscribe link, toolbox button. 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. my notes ......................... 36 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
3. MESSAGING Creating a Message You are here: Home Assets Message EMAIL MESSAGE SCREEN, PART 3 New Allows you to check your message content. 1 OR Messages | Edit Firstly you will receive > Part 3 : Save message a confirmation that your message has been saved. 2 Then you get information on the message header. 3 .................................... Information on the message body .................................... components: contents .................................... and tracked links. .................................... .................................... 4 .................................... The message is already .................................... The saved message is available in saved in the “Email the “Message Archives.” Archive.” .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 37
3. MESSAGING Creating a Message You are here Home Assets 1 Message EMAIL MESSAGE TESTING You can test separate New This allows you to test your message to various recipients. parts of the message or Messages | Edit multiple parts. > Part 2 : Test message 2 You can add a new email address to test the email to by typing them in the box and selecting add. 3 It is possible to create various groups to test .................................... emails to. .................................... .................................... .................................... 4 .................................... To send the email to a .................................... single recipient select the .................................... email address and click send test. .................................... my notes ......................... 38 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
3. MESSAGING Hosting an Image You are here: Home Assets > Image library TO HOST AN IMAGE YOU CAN: 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 .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 39
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 .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... 40 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
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). .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 41
3. MESSAGING Hosting an Image ACCESSING THE FTP, STEP 3 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. .................................... my notes ......................... 42 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
3. MESSAGING Hosting an Image ACCESSING THE FTP, STEP 4 Insert your Campaign Commander™ Username (_web) and Password. .................................... .................................... .................................... .................................... .................................... Please note: You will .................................... be given a unique login .................................... to the system by your Account Manager. .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 43
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. .................................... my notes ......................... 44 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
3. MESSAGING Hosting an Image SAVING THE IMAGE IN THE FOLDER (IN THE REQUIRED SIZING FOR YOUR EMAIL), STEP 6 2 1 Drag your images from Create a new folder by your desktop and copy right clicking mouse - these into the folder. New Folder. This will place all of the files into the required folder; depending on size this should only take a few minutes to process. .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 45
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. .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... 46 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
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Cc shanghai uk_print

  • 1. 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. EMAILVISION CUSTOMER SERVICE USA............................................................... Phone +1 (212) 257-6018 UK................................................................. Phone +44 20 7554-4500 France........................................................... Phone +33 1 41 27 27 17 Germany – Hamburg................................... Phone +49 40 30603-0 Germany – Münich...................................... Phone +49 89 59 08-14 12 Italy............................................................... Phone +39 02 64 67-21 Netherlands................................................. Phone +31 (20) 205-0100 Belux............................................................. Phone +32 2 761 75-75 Scandinavia.................................................. Phone +46 40-699 72-90 Spain............................................................. Phone +34 93 183 87-20 Switzerland – Geneva................................. Phone +41 (22) 560-6228 Switzerland – Zürich................................... Phone +41 (43) 488-3646 Brazil............................................................. Phone +55 11 3583-0900 China............................................................. Phone +86 21 6171 7380 Portugal........................................................ Phone +35 1 21 321 020 34 Austria.......................................................... Phone +43 (1)740 40/4810 Hong Kong................................................... Phone +852 2681 9000 Israel............................................................. Phone +33 1 41 27 10 32 Details Of My Emailvision Contact: ........................................................................................................................................................... ........................................................................................................................................................... ........................................................................................................................................................... ........................................................................................................................................................... ........................................................................................................................................................... 2 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 3. CONTENT 1. OVERVIEW PAGE 4 Overview of the Campaign Commander™ Interface & Functions..........................................................................page 5 What is an Email Campaign?........................................................................................................................................page 9 2. SEGMENTATION PAGE 10 Why 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 .................................... my notes ......................... FURTHER TRAINING COURSES PAGE 81 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 3
  • 4. 1. OVERVIEW Topics Overview of the Campaign Commander™ Interface & Functions What is an Email Campaign? .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... 4 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 5. 1. OVERVIEW Overview of the Campaign Commander™ Interface & Functions CAMPAIGN COMMANDER™ allows you to: 1. Create campaigns “Campaign” section 2. Manage member lists “Lists” section .................................... .................................... .................................... .................................... 3. Display campaign results .................................... “Reports” section .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 5
  • 6. 1. OVERVIEW Overview of the Campaign Commander™ Interface & Functions 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 campaigns Create and manage Multivariate Test campaigns Create and manage Multi-Message campaigns Create and manage Trigger campaigns Create a new segment or access the segment archive Assets 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 members Search or Add members Import members Export members Deliverability Management Monitor your rate and success of delivery See what a campaign looks like to primary ISPs and email readers Create and manage Transactional Messaging Display statistics and graphs for your campaigns Directory of campaigns, segments and messages 6 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 7. 1. OVERVIEW Overview of the Campaign Commander™ Interface & Functions You are here: Home 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. .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 7
  • 8. 1. OVERVIEW Overview of the Campaign Commander™ Interface & Functions You are here: Home Assets Message TYPICAL SCREEN New The other screens are laid out in similar style (titles, lists, forms, buttons) OR Messages | Edit Access to message body settings. Contextual help by a simple mouseover. .................................... Enhanced confirmation or .................................... validation section. .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... 8 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 9. 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 .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 9
  • 10. 2. SEGMENTATION Topics Why do we perform Segmentation? What is a Data File? Importing Data Files Creating a Segment .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... 10 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 11. 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 .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 11
  • 12. 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 .................................... .................................... my notes ......................... 12 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 13. 2. SEGMENTATION Importing Data Files You are here: Home Lists Import “IMPORT” SCREEN, STEP 1 New Here you can see how to update your Database when you want. 2 Click “Imports” to follow the status of previous 1 Imports. Click here to go to the Import Flat Text FileTool (.csv, .txt, .dat). .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 13
  • 14. 2. SEGMENTATION Importing Data Files You are here: Home Lists Import “IMPORT” SCREEN, STEP 2 New Accessible in “New” section, it allows you to import your members’ data. 1 Click here to import your file. 2 The window displayed .................................... allows you to select import options. .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... 14 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 15. 2. SEGMENTATION Importing Data Files You are here: Home Lists 1 Import ZOOM ON FILE IMPORT POP UP, STEP 3 New After clicking on “Import” you will import your database in Campaign Commander™. Select your file on your > You have clicked on computer. Import 2 4 This option allows you 1. This option is used when to choose the field the first row of your data separator in your file. file contains data. 2. You can use this option to automatically match the database field names with 3 the fields of your data file. Your file must include field You can choose the file names in the first row. encoding for non- western European 3. Use this option to ignore languages. This option the first row of your file is only for expert users. data and not automatically match with database field names. 5 Lastly, import your file. Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 15
  • 16. 2. SEGMENTATION Importing Data Files You are here: Home 3 Lists Import MEMBER IMPORT SCREEN, STEP 4 Here you can find all details New Accessible in “Lists” section, it allows you to import your members’ data. about your import. (continued) 1 After Import, if the file 4 cannot be used by the If you have any errors, server, it appears in the list you can export them. with an “ERROR” flag. Otherwise go to the next step. Find your global file error. 2 Export the data file with your errors if you want to Your file can be used. It correct them. appears in the list under step 3. .................................... .................................... 5 .................................... Click on the filename. .................................... .................................... .................................... 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. my notes ......................... -- Email syntax problem. 16 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 17. 2. SEGMENTATION Importing Data Files You are here: Home 3 Lists Fields in your Campaign Import MEMBER UPLOAD SCREEN, OPTION 1: MERGING Commander™ database. New After uploading, you can select which data to import and match your Campaign Com- > You have clicked on mander™ fields with the fields of your file. the filename | MERGING 4 Field type: text, 1 numeric or date. You have 2 options, we advise that you choose the first. 5 1. You merge your upload Specify your date format. with your existing Campaign Commander™ data. 2. New record 6 For New Record only, see the You can update existing data in next page. your member list. If you do not tick the box the old member data will be kept. 2 By default the Email field is used 7 to match criteria. You can define your own specific criteria. If you Select your file columns have multiple criteria, you should to match with the report them with a comma (i.e. Click on the “Queue Create an editable field. Enter corresponding database firstname, lastname). The import status 9 Import” button to validate 8 your default value, which will field. can be viewed in the “Import and import data. be included for all members of Archive.” your file. Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 17
  • 18. 2. SEGMENTATION Importing Data Files You are here Home 2 Lists MEMBER UPLOAD SCREEN, OPTION 2: NEW RECORD Fields in your Campaign Import Commander™ member New After uploading, you can select which data to import and match your Campaign list. > You have clicked on Commander™ fields with the fields in your file. the filename | NEW RECORD 3 Field type: text, numeric or date. 1 You have chosen option 4 2: New record. The data Specify your date format. is added and can create duplicates. 5 Select your file columns to match with the .................................... corresponding database field. .................................... .................................... .................................... 6 .................................... Create an editable field. .................................... 7 Enter your default value, .................................... The upload status can be viewed in Click on the “Queue which will be included for the “Upload Archive.” Import” button at the all members of your file. .................................... bottom right of the page to my notes ......................... validate and import data. 18 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 19. 2. SEGMENTATION Creating a Segment You are here Home > Segment TO CREATE A SEGMENT, YOU HAVE TO: 1 Add descriptive criteria to identify the section(s) of your members to be targeted and put them together to form a usable segment 2 Add behavioural criteria (optional) The segments home page allows you to 3 Save the segment by giving it a name and description create a segment, and allows easy access Manage your segment: to your archives or Copy, Edit, Duplicate, favourites. Check associations, Count, Delete, or Add to favourites. .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 19
  • 20. 2. SEGMENTATION Creating a Segment You are here: Home Segment > New 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 can find the following criteria in this section: Demographics: Characteristics of member profiles 1 Behavioural: Actions of the members for each campaign First of all, add descriptive criteria Social: Social networking (date, numerical or behaviour textual data) with Quick Segments: Most “Add” icon. Your recent member activity criteria will appear Datamart: Advanced here. Option My Segments: List of created segments 20 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 21. 2. SEGMENTATION Creating a Segment You are here: Home Segment > New ADDING CRITERIA, STEP 2 New Segment Screen 2 1 Be sure to add a value to specify who will Click to add new criteria. receive the message. Criteria can be based on demographics, social or behavioural data. The criteria are connected with the operator “AND.” .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 21
  • 22. 2. SEGMENTATION Creating a Segment You are here: Home Campaigns Segment ADDING CRITERIA, STEP 3 (OPTIONAL) > New Segment New Segment Screen Create a new group. The creation of a group allows you to combine criteria using operator “OR.” 2 1 Groups are connected Create a new group by by operator “AND.” clicking here. However, within the group, the criteria will be connected by the operator “OR.” Add criteria within a group by selecting “Add a group.” .................................... .................................... .................................... .................................... .................................... .................................... .................................... You can either add the criteria to an existing group or create a .................................... new group. my notes ......................... 22 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 23. 2. SEGMENTATION Creating a Segment You are here: Home Segment > New | Save 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. 2 It offers the possibility to determine the 1 maximum number of members for the The screen invites you to segment. (Number, name your segment, give percentage or full list). it a description and check the condition you have just When maximum created. number of members is selected, they are chosen at random. 3 You can also count the members of this criteria or count the segment at the bottom left of the page. 4 Save your segment at The segment is available in the bottom right of the “Segment Archive.” page. Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 23
  • 24. 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 .................................... .................................... .................................... .................................... .................................... my notes ......................... 24 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 25. 3. MESSAGING What is an Email Message? 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) 1 >> This is the first element of your message that you should test. We have seen response rates increase by 50% FROM: It should be easily just by changing the subject line. 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 2 Emailvision: email@ yoursite.campaigns.com SUBJECT LINE: It or a personalised version should be closely using a sub-domain: related to the offer in email@news.yoursite. the message, whilst com . being inspirational and enticing people to open the message. Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 25
  • 26. 3. MESSAGING What is an Email Message? You are here: Home Assets Message 2. THE BODY New > A message can be sent as text, HTML or multipart. Multipart is usually recommended OR Messages| Edit as most webmails/ISPs will consider a text only or HTML only as more likely to be spam. > Part 2 : Message Body > 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. 1 Text version: Keep it simple and avoid copy/ 2 paste from Word as some special characters (“, ‘ or …) HTML version: You should will not work properly. make sure it complies with the best practices, such as those listed below. .................................... .................................... .................................... .................................... .................................... .................................... 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 my notes ......................... recommend to have the unsubscribe message at the top -- Include a short description of your offer outlined in text at the top 26 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 27. 3. MESSAGING Creating a Message You are here: Home Assets > Message TO CREATE A MESSAGE YOU HAVE TO: 1 Name your message and personalise its headers (sender, subject, reply-to) 2 Create the body of your message 3 Track the links inserted in the body of your message 4 Insert an unsubscribe and a mirror link The message homepage allows you to access your message .................................... archives. .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 27
  • 28. 3. MESSAGING Creating a Message You are here: Home Assets Message THE MESSAGE ENVELOPE - EMAIL MESSAGE SCREEN, PART 1 New Accessible in “Manage Campaign” section OR Messages | Edit 1 Provide a name and description for your message. A description is recommended but not mandatory. 2 Complete the message header: Sender, reply-to and subject. A drop-down menu gives 3 you access to options to personalise message You can save this header elements. To insert information or go on to your choice in the left field, Step 2 to create message click on “Add.” The saved message is available in body. the “Message Archive.” 28 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 29. 3. MESSAGING Creating a Message You are here: Home 3 Assets Message EMAIL MESSAGE SCREEN, STEP 2 The main section is a New This page allows you to import, specify and personalise the message body. simplified text editor where OR Messages | Edit you can enter the appropriate > Part 2 : Message Body code and tags. > Before text part, enter: [EMV TEXTPART]. > Before HTML part, enter: [EMV HTMLPART]. 1 > It is mandatory to insert an unsubscribe link. Toolbox: access to other Inserting the &&& features. symbol allows you to add functions such as a link or personalisation. 2 Select your edition: “Expert,” “Visual,” “Template.” > Expert mode allows you to edit the message in HTML format. 4 > Visual mode allows you to edit the message in plain text or HTML You can save your message or using the WYSIWYG editor. save and display the result. > Template mode allows you to work with an existing message template. Fill in the header of the message: sender, reply address and subject. Visual mode Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 29
  • 30. 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 .................................... .................................... .................................... my notes ......................... 30 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 31. 3. MESSAGING Creating a Message You are here: Home Assets Message HOW TO PERSONALISE THE MESSAGE - MESSAGE PERSONALISATION SCREEN New Accessible under the message header settings (“Message Personalisation” button in the toolbox), 1 OR Messages | Edit it allows you to personalise some message elements. > Part 2 : Message Select one of the 5 Body personalisation tabs: Toolbox | Message “Field”, “If”, “Multiple Personalisation If”, “Switch” and “Date/ Time.” 2 To display this For “Field” tab, you screen, you must personalise by selecting add “&&&” in the a field from the drop- message. down list. .................................... .................................... 3 .................................... .................................... Then click on “Add to body” button. .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 31
  • 32. 3. MESSAGING Creating a Message You are here: Home Assets Message HOW TO PERSONALISE THE MESSAGE - MESSAGE PERSONALISATION SCREEN New “If” tab. The “If” statement is used for basic personalisation within your message by verifying a single field OR Messages | Edit in your database. > Part 2 : Message Body Toolbox | Message Personalisation 1 “If” and “Then” operators are mandatory. 2 .................................... Then click on “Add to .................................... Body” button at the base of the screen. .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... 32 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 33. 3. MESSAGING Creating a Message You are here: Home Assets Message HOW TO PERSONALISE THE MESSAGE - MESSAGE PERSONALISATION SCREEN New “Multiple If” tab. Combine multiple “if” statements to sharpen your personalisation. OR Messages | Edit > Part 2 : Message Body Toolbox | Message 1 Personalisation 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. .................................... .................................... .................................... .................................... 2 .................................... Click on “Add to Body” .................................... button at the bottom of .................................... the screen. .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 33
  • 34. 3. MESSAGING Creating a Message You are here: Home Assets Message HOW TO PERSONALISE THE MESSAGE - MESSAGE PERSONALISATION SCREEN New “Switch” tab. Depending on defined cases, dynamically insert complete HTML blocks. OR Messages | Edit > Part 2 : Message Body Toolbox | Message Personalisation 1 For the “Switch” tab, you personalise by choosing condition operators: - “Case” - “Insert” 2 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. .................................... .................................... .................................... .................................... my notes ......................... 34 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 35. 3. MESSAGING Creating a Message You are here: Home Assets Message HOW TO PERSONALISE THE MESSAGE - MESSAGE PERSONALISATION SCREEN New “Date/Time” tab OR Messages | Edit > Part 2 : Message Body Toolbox | Message Personalisation 1 The personalisation value is inserted when the campaign is broadcast. .................................... .................................... .................................... .................................... .................................... 2 .................................... Then click on the ”Add .................................... to Body” button. .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 35
  • 36. 3. MESSAGING Creating a Message You are here: Home Assets Message LINK MANAGEMENT WINDOW New Accessible from the toolbox in PART 2 screen (body, links and personalization), it allows OR Messages | Edit you to check and personalise message links. > Part 2 : Message 1 Body You can create standard Toolbox links, unjoin (unsubscribe), | Link management advanced links or manage Personalisation existing links. To display this screen, you must have “Track all links” on the 2 message by clicking on the corresponding For the unsubscribe link, toolbox button. 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. my notes ......................... 36 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 37. 3. MESSAGING Creating a Message You are here: Home Assets Message EMAIL MESSAGE SCREEN, PART 3 New Allows you to check your message content. 1 OR Messages | Edit Firstly you will receive > Part 3 : Save message a confirmation that your message has been saved. 2 Then you get information on the message header. 3 .................................... Information on the message body .................................... components: contents .................................... and tracked links. .................................... .................................... 4 .................................... The message is already .................................... The saved message is available in saved in the “Email the “Message Archives.” Archive.” .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 37
  • 38. 3. MESSAGING Creating a Message You are here Home Assets 1 Message EMAIL MESSAGE TESTING You can test separate New This allows you to test your message to various recipients. parts of the message or Messages | Edit multiple parts. > Part 2 : Test message 2 You can add a new email address to test the email to by typing them in the box and selecting add. 3 It is possible to create various groups to test .................................... emails to. .................................... .................................... .................................... 4 .................................... To send the email to a .................................... single recipient select the .................................... email address and click send test. .................................... my notes ......................... 38 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 39. 3. MESSAGING Hosting an Image You are here: Home Assets > Image library TO HOST AN IMAGE YOU CAN: 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 .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 39
  • 40. 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 .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... 40 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 41. 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). .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 41
  • 42. 3. MESSAGING Hosting an Image ACCESSING THE FTP, STEP 3 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. .................................... my notes ......................... 42 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 43. 3. MESSAGING Hosting an Image ACCESSING THE FTP, STEP 4 Insert your Campaign Commander™ Username (_web) and Password. .................................... .................................... .................................... .................................... .................................... Please note: You will .................................... be given a unique login .................................... to the system by your Account Manager. .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 43
  • 44. 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. .................................... my notes ......................... 44 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
  • 45. 3. MESSAGING Hosting an Image SAVING THE IMAGE IN THE FOLDER (IN THE REQUIRED SIZING FOR YOUR EMAIL), STEP 6 2 1 Drag your images from Create a new folder by your desktop and copy right clicking mouse - these into the folder. New Folder. This will place all of the files into the required folder; depending on size this should only take a few minutes to process. .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 45
  • 46. 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. .................................... .................................... .................................... .................................... .................................... .................................... .................................... .................................... my notes ......................... 46 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.