0
USER’S
GUIDE
LET’S
GET
STARTED
JeeniPublisherdashboard
The dashboard is
the welcome page
of Jeeni, once you
login. It contains all
the tabs and
functions...
USER’S
GUIDE
SHORTCUTS
1
Quickaccountconfiguration
Start using Jeeni
Publisher more
quicikly! Learn how
to configure your
Jeeni Account in a
few si...
Uploadingcontacts
Start using Jeeni
Publisher more
quicikly! Learn how
to configure your
Jeeni Account in a
few simple ste...
USEFUL
INFORMATION
USER’S
GUIDE Upload your contacts (continuation)
Importing data into Jeeni Publisher it is done through...
USEFUL
INFORMATION
USER’S
GUIDE
Creatingdistributionlists
Start using Jeeni
Publisher more
quicikly! Learn how
to configur...
Uploadingfilesandattachments
Start using Jeeni
Publisher more
quicikly! Learn how
to configure your
Jeeni Account in a
few...
USER’S
GUIDE
YOUR
ACCOUNT
2
Reach key social
networks for your
business with Jeeni
Publisher!
USER’S
GUIDE When you click on the ADMIN tab and the sub...
Set up templates for
your new flashes in
a few steps! You
can easily
customize them for
your campaings or
needs!
USER’S
GU...
USER’S
GUIDE
TEMPLATES
3
Use Newsflashes to
inform subscribers
about an important
piece of news (new
offers, new
collections, events
you sponsor, e...
Use Newsflashes to
inform subscribers
about an important
piece of news (new
offers, new
collections, events
you sponsor, e...
Use Newsflashes to
inform subscribers
about an important
piece of news (new
offers, new
collections, events
you sponsor, e...
Create an invitation to
an event, invite your
customers and
manage the
registrations.
USER’S
GUIDE
Settingupandpublishinga...
Surveys are useful to
know preferences and
opinions of audiences
and trends in the
market. Intelligently
designed question...
USER’S
GUIDE
TABS
PANEL
4
These simple metrics
give insights on how
your posts are
performing. Review
them periodically and
take the
corresponding a...
These simple metrics
give insights on how
your posts are
performing. Review
them periodically and
take the
corresponding a...
Easily insert Jeeni
Publisher options on
your website using
customized HTML
codes for your
accounts.
USER’S
GUIDE
Websitei...
Easily insert Jeeni
Publisher options on
your website using
customized HTML
codes for your
accounts.
USER’S
GUIDE
Websitei...
The Point of Sale has
been created to ease
the process through
which your clients
“opt-in” to get your
news, updates and
n...
USER’S
GUIDE
JEENI
NEWSROOM
USER’S
GUIDE
JeeniNewsroom
USEFUL
INFORMATION
JEENI NEWSROOM is a new tab . Its objective is basically explicative. It dis...
USER’S
GUIDE
JEENI
TALKS
When we thought
about Jeeni Talks, we
were certainly
centered on how our
customers and
prospects can get
more out of us!
U...
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Jeeni User Guide 2.0

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Discover how easy using Jeeni Publisher is!

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Transcript of "Jeeni User Guide 2.0"

  1. 1. USER’S GUIDE LET’S GET STARTED
  2. 2. JeeniPublisherdashboard The dashboard is the welcome page of Jeeni, once you login. It contains all the tabs and functions available at Jeeni Publisher 0 Topics TABS PANEL 4  Start: exactly where you are now!  Edit: it activates once you choose one of Jeeni’s templates  Manage: it displays all the material or information you release (“posts”) organized by type of templates you have used  Statistics: it shows graphic information on how your receivers interact with your posts  Contacts: it allows you adding contacts through different ways and administrating them  Files: it eases the process of storaging and managing files in different formats (.ppt, .pdf, .doc, etc.)  Admin: it displays options to set up and customize your account(s)  Newsroom: it talks about Jeeni’s services – mobile and online – to release all your news! USER’S GUIDE  Newflashes, recommended for releasing updates, social media and blog posts.  Events, to spread the news of your own events or your public relations efforts  Surveys, to digg into your customer preferences and analyze the results easily  Press, to facilitate your press releases.  Newsletter, discover a new and easy way to create your newsletters! It takes you to the main sections you should customize (and understand) in order to start posting with Jeeni Publisher YOUR ACCOUNT 2 TEMPLATES 3 SHORTCUTS 1 In this section you can see the name of your Jeeni account and the logo of your company. By pressing on “company accounts” you can switch to other accounts you may have. Read here the Privacy Statement, the Antispam policy, conditions on Content, Eligibility, Confidentiality, Payment and Cancellation among other relevant topics TERMS & CONDITIONS 5
  3. 3. USER’S GUIDE SHORTCUTS 1
  4. 4. Quickaccountconfiguration Start using Jeeni Publisher more quicikly! Learn how to configure your Jeeni Account in a few simple steps USER’S GUIDE When you click on: Change your company name and language settings and Upload your logo the window shown below will appear. It is hosted in the TAB ADMIN under the section COMPANY ACCOUNT  Languages German, English, Spanish, French, Luxembourgish  Grouping Business or organizations (nonprofit, sport clubs, etc.)  Category (the economic sector) Recommended formats are: .png, .jpg, and .jpeg Logos must have a square section: 40x40 The rectangular section on the left shows how your logo will appear on your mobile newsroom (powered by Jeeni). The one on the right displays your logo on Jeeni Publisher. USEFUL INFORMATION Click here to upload your logo from your computer or device. LO GO 2 Shortcuts
  5. 5. Uploadingcontacts Start using Jeeni Publisher more quicikly! Learn how to configure your Jeeni Account in a few simple steps USER’S GUIDE When you click on: Upload your contacts, the window shown below will appear. It is hosted in the CONTACTS tab. USEFUL INFORMATION The Table of Contacts contains relevant data on your contacts. Among them, it allows customizing the preferred language of each contact. Using the category "ADMIN" an account administrator* can give administrator rights to some of his/her employees. There are 4 ways to import data, namely, to populate the Table with data of your subscribers (see next page). If you move the bar placed at the bottom of the table to the right, you will see the categories shown above. Jeeni Publisher has been designed to create and manage up to 10 distribution lists. In the example, all the subscribers have been assigned to the List 1. The name of the list can be customized. An account administrator is a registered user who holds a Jeeni account. The number of people who can have administrator rights dependson the chosen Jeeni’s solution (pack). Check out the packs! http://jeeni.net/plans- and-pricing/ 3 Shortcuts
  6. 6. USEFUL INFORMATION USER’S GUIDE Upload your contacts (continuation) Importing data into Jeeni Publisher it is done through 4 ways: using the plain text format, the Jeeni Excel Format, Microsoft outlook and Microsoft Outlook CSV. Start using Jeeni Publisher more quicikly! Learn how to configure your Jeeni Account in a few simple steps In all cases, choose one of the four options displayed in the drop-down menu, and read and follow the explanation at the bottom of the pop-up window. When done, press import (lower left side on the pop-up). Importing Options Plain text format (manual) Jeeni Excel Format (template) Microsoft Outlook (Copy and paste) Microsoft Outlook CSV Once imported, the new contacts will appear on the list. You can enrich data concerning the new contacts or update the existing information by clicking on each contact. The pop-up window shown on your right will appear. Don’t change the format of the Excel template! Even if simple, It has been designed to perfectly match with Jeeni Publisher. +For additional information regarding this topic, please click on this link: http://jeeni.net/support/ and select “Importing your data into Jeeni Publisher”. Uploadingcontacts 4 Shortcuts
  7. 7. USEFUL INFORMATION USER’S GUIDE Creatingdistributionlists Start using Jeeni Publisher more quicikly! Learn how to configure your Jeeni Account in a few simple steps When you click on: Create distribution lists, the window shown below will appear. It is hosted in the ADMIN tab. The column “Count” shows the number of contacts associated to each distribution list. To create distribution lists, simply write down the name of the list or lists you want to, and click on “save”. To delete them, click on “Reset”. If you check the boxes under the name “Public?”, the name of the corresponding list will appear at the bottom of your posts close to a similar square box. If a customer check the box, it will be automatically assigned to the selected distribution list. Contacts can be assigned to more than one distribution list. The process is very simple. Click on the intersection of the name of the contact and the list you want to assign the contact to, and it is done! A green check will appear on the list. To do the inverse process, unclick the green check. If you prefer, this step can be done before uploadingyour contacts, so you will assign your contacts to a list which name already describes some characteristic or topic you want to emphasize. TIP 5 Shortcuts
  8. 8. Uploadingfilesandattachments Start using Jeeni Publisher more quicikly! Learn how to configure your Jeeni Account in a few simple steps USER’S GUIDE When you click on: Upload files and attachments the windows shown below will appear. It is hosted in the FILES tab. Upload files by dragging them or adding them from your device (*) (*) If you want to upload several files at the same time, they must belong to the same folder! Once the files appear on the window, click on “Start Upload”. When done (the window becomes grey), press “Close”. Files will appear at the bottom of the list. USEFUL INFORMATION The supported formats for pictures are .JPG and .PNG These icons on the right upper corner are simply two different ways of visualizing the files you are uploading. Your files are now stored and available to use them in any of Jeeni’s templates every time you need them! 6 Shortcuts
  9. 9. USER’S GUIDE YOUR ACCOUNT 2
  10. 10. Reach key social networks for your business with Jeeni Publisher! USER’S GUIDE When you click on the ADMIN tab and the subsection Social Media, the windows shown below will appear. USEFUL INFORMATION Jeeni Publisher lets you publishing your news, events, surveys and others to different online channels and among them, of course, social media. In order to do so, you must connect the channels you have got to Jeeni Publisher, following a few simple steps. Don’t forget to logout before connecting to social media! Connecttosocialmedia The Steps! 1. Make sure you are logged-out of the social network you want to connect, in all your devices. It will ease the connection process. 2. Click on the corresponding social network logo that appears in Jeeni Publisher’s screen. 3. Enter your login name and password and click on “allow access” or “authorize”, afterwards. 4. The process will take you to Jeeni Publisher again. From the drop-down menu, select the specific name of the social account to which you want to publish your news (in case you had several accounts associated to one social network). Then, click on “save”. 5. The logo/photo of your account will appear on the screen. To disassociate Jeeni Publisher and your social media accounts click on “disconnect”. Only Facebook Business Pages can be connected to Jeeni Publisher.! For additional information regarding this topic, please click on this link: http://jeeni.net/support/ 8 Your account +
  11. 11. Set up templates for your new flashes in a few steps! You can easily customize them for your campaings or needs! USER’S GUIDE When you click on the ADMIN tab and the subsection Template Editor the windows shown below will appear. USEFUL INFORMATION Customizingthenewsflashdesign Click here to customize the newsflash’s header. You must opload an image from your computer. The background color (*) The border color The title color Include social media Icons (**). From here, you can customize: (**) By sliding the blue button, you get different options for the social media icons (color and shape). Choose what fits better with your Company’s image. (*) You will see a similar pop-up when customizing the background, the border and the title colors. Once you have chosen your preferred options for the newsflash template, save the changes! There is not an established size for the header. The size dependson the content you want to include. Some businesses use the header as an advertising tool. For example, last collections or new releases can perfectly be placed there. HEADER 9 Your account
  12. 12. USER’S GUIDE TEMPLATES 3
  13. 13. Use Newsflashes to inform subscribers about an important piece of news (new offers, new collections, events you sponsor, etc) USER’S GUIDE Templates are on the main DASHBOARD, differentiated by color. This section is about the Newsflash template. USEFUL INFORMATION Creatingandpublisihnganewsflash Writing a newsflash is pretty simple! 1. Choose a list of recipients (you can review the pages 4 and 5 for more information regarding distribution lists) and click/unclick on the channels’ boxes where you want to send the newsflash. 2. Write an appealing headline, a short but descriptive introduction and the body of the message. 3. Save your changes everytime you upload an image, attachement or modify any feature on the template (see the next page). Use “save and close” when you have finished the job. Click on the blue icon to access to this template See the next page for more details on these sections Jeeni Publisher will always ask you for writing both the headline and the introduction. For additional information regarding this topic, please click on this link: http://jeeni.net/support/, go to the section “Videos” and click on Tutorial 1, 11 Templates + !
  14. 14. Use Newsflashes to inform subscribers about an important piece of news (new offers, new collections, events you sponsor, etc) USER’S GUIDE Templates are on the main DASHBOARD, differentiated by color. This section is about the Newsflash template. USEFUL INFORMATION Creatingandpublisihnganewsflash Upload an image from the list you may already have saved on Jeeni’ Publisher (Files Tab) or select one from your computer. We recommend you to click on “save” every time you upload an image. Attachments* you want to include in your message must be previously uploaded to Jeeni’s Files (Files tab). Click on “add attachment” and a pop-up with the existing list will appear. You can Access directly to the Files tab from that pop-up in case you want to upload files which are not in the list. You can add up to 5 languages in which the message can be translated into. The list of languages displayed in the drop-down menu corresponds to those ones you chose when your Jeeni Account was created (Admin Tab /Company Account). To modify the menu, simply go to that tab and make the changes you need. Click on those channels you want to send your message to. Once sent, the newsflash has a different display according to the different social networks. On Twitter, the headline and the associated link are displayed and, in case of Facebook and Linkedin both the headline, the link and the introduction are shown. (*) An attachement can be added once you have given a headline and an introduction to the newsflash and they have been saved. When selectiong the online channelsto distribute the newsflash, the web option must be always clicked. Once you have finish creating your newsflash, click on “save and close”. Jeeni Publisher will automatically take you to the “Manage” tab to send a preview email (see the next page) 12 Templates !
  15. 15. Use Newsflashes to inform subscribers about an important piece of news (new offers, new collections, events you sponsor, etc) USER’S GUIDE In order to send a preview email to reviewing how your Newsflash looks like, correcting it or improving it, click on the MANAGE tab Newsflash:sendingpreviewemail USEFUL INFORMATION Send preview email Send and publish Statistics Delete Hide Actions menu: Click on the “send and preview” icon in the Actions menu (upper right on the screen). A pop-up similar to the one shown above will appear. The preview email will be sent to you (by default) but you can also include up to 3 recipients you also want them to review your Newsflash’s design or content. Once you have double-checked your newsflash, it is ready to go. Come back to the Manage tab and click on the “Send and publish” in the Actions menu. A pop-up similar to the one on your right will appear. The Statistics icon in the Actions menu activates once the newsflash has been sent out. The status of the newsflash changes from “draft” to “public” after it has been sent out. 13 Templates
  16. 16. Create an invitation to an event, invite your customers and manage the registrations. USER’S GUIDE Settingupandpublishinganevent USEFUL INFORMATION Templates are on the main DASHBOARD, differentiated by color. This section is about the Events template. The template to create an event is pretty similar to the one used for newsflashes. On this page, some relevant differences are highlighted. The Event template includes a category to set up dates – starting and ending dates – of your event. Logically, time schedule details are also included. In addition, the “venue” category lets you include the location where the event will be carried out. Click on the yellow icon to access to this template You will find your Events list in the Manage Tab right below the Newsflash list. Once you have released the event, the list of attendees can be downloaded (Excel file) from there by pressing the diskette icon. You can also get some statistics on your event when clicking on the “i” icon. The world has gone very visual with the explosion of the digital era. Try to include a nice and appealing photo everytime you create an event. 14 Templates TIP Your list of attendees can be directly downloaded from Jeeni Publisher in a Excel format
  17. 17. Surveys are useful to know preferences and opinions of audiences and trends in the market. Intelligently designed questions are the key for successful surveys. USER’S GUIDE Creatingandpublishingasurvey USEFUL INFORMATION Templates are on the main DASHBOARD, differentiated by color. This section is about the Surveys template. To create a survey: Once you have written the subject and the introduction, click on “save” and the category “Add question” will appear. Different type of questions for customizing your survey will be shown. An additional section will be displayed on the screen, after selecting the type of question you prefer. Check out on your left to see two examples of those sections. You can combine different type of questions according to your needs. Each time you create a question, click on “save”. Once you have finished to input all the questions, click on “save and close”. Jeeni Publisher will take you to the Manage tab from where you can send a preview email to review the survey. Click on the red icon to access to this template You can download the results of the survey from the Manage tab. Click on the diskette icon and the file will be automatically downloaded to your computer (Excel format) 15 Templates
  18. 18. USER’S GUIDE TABS PANEL 4
  19. 19. These simple metrics give insights on how your posts are performing. Review them periodically and take the corresponding actions based on the results. USER’S GUIDE UnderstandingtheStatisticstab USEFUL INFORMATION The following pages are especially focused on two tabs: STATISTICS and ADMIN. Let’s get started with the STATISTICS tab. The trends section This section gives insights on the number of views your post has had along time on the different channels Jeeni Publisher uses: your website, embedded (your blog), Jeeni Mobile and your email account. By clicking on the drop-down menu, you can choose among the different type of posts you create using Jeeni Publisher. The corresponding statistics will be displayed. When you click on different points on the tendency lines, statistical information is shown. By sliding the small button highlighted in light yellow, you can modify the period of time you like to review the trends of your posts. The STATISTICS tab has 3 sections: “Trends”, “Top 10 Articles” and “Contacts’ interaction”. Click or unclick the boxes to get general or specific information on how the different channels have performed with regard to your posts. 17 Tabs Panel Get valuable insights on your Company’s posts by clicking on the “See Insights” tab on the upper right of your Facebook page. To get LinkedIn Analytics, click on the “Analytics tab”, close to the name of your company. Click on the gear icon on the top right of your Twitter menu bar and then click Twitter Ads. Once on the Ads page you will see a drop down analytics menu.
  20. 20. These simple metrics give insights on how your posts are performing. Review them periodically and take the corresponding actions based on the results. USER’S GUIDE UnderstandingtheStatisticstab USEFUL INFORMATION The following pages are especially focused on two tabs: STATISTICS and ADMIN. Let’s get started with the Statistics tab. Top 10 Articles section The Contacts’ interaction section In this section your Top 10 posts (or articles) are displayed. The blue horizontal lines represent the number of people who have visited your article. If one person have seen your post more than once, it is considered only one visit. Click on the lines to see the number of visitors of your posts (articles) You will find the post's name in the Y axis and the visitors number in the X axis. This section shows how many times each of your recipients has seen your post and a reference of when was the last interaction. From the first drop-down menu, select the type of template whose statistics you want to review. A list of related posts will appear in the second drop-down menu. Choose the one you are interested in. 18 Tabs Panel 10 Knowing what posts performed better it is very valuable. You can then know what kind of content your customers or leads prefer and be more focused on them. The number of times a lead or customer sees your posts can give an idea on what calls more its attention. It is important for segmentation. You can group customers with similar preferences and post content in whichthey will be truly interested.
  21. 21. Easily insert Jeeni Publisher options on your website using customized HTML codes for your accounts. USER’S GUIDE Websiteintegration USEFUL INFORMATION The ADMIN tab has several section. The coming pages focus on Website integration and Point of sale. 19 Tabs Panel !Look at the next page for more details on this topic! With Jeeni Publisher it is possible to create and host landing pages! (*). They can also include a link to a sign up option, so as to give your customers the opportunitiy to opt-in to receive your latest news or whatever relevant information you want to share. Simply, copy and paste the HTML code written on your Jeeni Publisher’s screen under the names “Embed URL and “Embed URL for the signup page” (they are similar to the example shown below) on your website HTML code. (*) A landing page is a web page which serves as the entry point for a website or a particular section of a website. Landing pages are particularly useful if you plan to sell a product or service and generate a list of qualified leads online
  22. 22. Easily insert Jeeni Publisher options on your website using customized HTML codes for your accounts. USER’S GUIDE Websiteintegration USEFUL INFORMATION The ADMIN tab has several section. The coming pages focus on Website integration and Point of sale. 20 Tabs Panel Jeeni Publisher can be easily embedded on your website. All the information you post through Jeeni will go right away to your online page, so as to dynamize it and to improve your SEO efforts as well. As you probably know, the more a website is updated, the better results it gets with search engines. Copy and paste the HTML code written on your Jeeni Publisher’s screen under the name “Embed code for news feeds” (it is similar to the example shown below) on your website HTML code. The code for the signup form, let your customers subscribe and receive all the information you release through Jeeni Publisher. To embed the code on your website, follow the same procedure indicated for the News feeds. !Don’t panic! Yes, the HTML code that appears on this section of your Jeeni Publisherlooks like weird if you are not familiar with it or if you are not a developer.If you do not have a website developer available all the time, Jeeni offers a free set up package. info@jeeni.net For more information about the package, write us!
  23. 23. The Point of Sale has been created to ease the process through which your clients “opt-in” to get your news, updates and new offers. USER’S GUIDE Pointofsale USEFUL INFORMATION The ADMIN tab has several sections. The coming pages focus on Website integration and Point of sale. 21 Tabs Panel WORTH TO KNOW Jeeni Publisher provides two options for your customers to subscribe at your point of sale Option 1 – Jeeni Easy Connect Your customers can instantly subscribe to receive your news by sending a simple email with your unique code as the subject line to the following address: yourcompany@subscriptions.jeeni.net Include that email on your flyers or other marketing materials. People who subscribe using this method will automatically be added into your contacts lists and will receive your latest newsflash Option 2 – QR Code Customers with a smartphone can scan this unique QR code to access the subscription website. This is a great way to complement your Marketing material, flyers and handouts. Just copy QR code that appears on this section of your Jeeni Publisher and paste it directly into your graphic program (right click the image, select “copy”, in your graphic program select “paste”) or save to your disk (right-click the image and select “save as”. QR scanners can be downloaded fro free from the App Store (Apple devices), Google Play (Android devices), Windows Store (Windows Mobile devices) and the App world (Blackberry devices). Nowadays,the point of sale (POS) is also called “point of service” because the concept has evolved and it encompasses other topics such as managing customer orders, warehousing, inventory management, customer nurturing and others.
  24. 24. USER’S GUIDE JEENI NEWSROOM
  25. 25. USER’S GUIDE JeeniNewsroom USEFUL INFORMATION JEENI NEWSROOM is a new tab . Its objective is basically explicative. It displays information on the Mobile Newsroom and the Online Newsroom. 23 Jeeni Mobile The newsroom is a very useful service! It displays the information you want in real time. Once you click on “send”, your news are available right away! All Jeeni customers have access to both the Mobile Newsroom and the Online Newsroom. To see how your mobile application looks like, click on “send link via email” and you will receive the corresponding link in your email account registered for enjoying Jeeni services. You can also click on “copy link” and paste it (right click or CTRL+ V) on your preferred browser. You can also check out your Online Newsroom by clicking on “Open in browser” or following the “copy link” procedure explained before. If you want to customize the startup page of your Mobile Newsroom,go to the ADMIN tab and click on the last option. Once there, upload your startup image (jpg, jpeg, png) of size (1536x2008)and click on: You are done!
  26. 26. USER’S GUIDE JEENI TALKS
  27. 27. When we thought about Jeeni Talks, we were certainly centered on how our customers and prospects can get more out of us! USER’S GUIDE JeeniTalks USEFUL INFORMATION JEENI TALKS introduces interesting information regarding email and mobile marketing by using visually appealing designs which highlight relevant data and ease the reading process or by presenting appealing short articles on the same topics. 25 Jeeni Talks JEENI TALKS - Articles JEENI TALKS – Worth Reading JEENI TALKS - Infographics JEENI TALKS is not part of Jeeni Publisher, but it is an important partner of it! Through this FREE SERVICE,the Jeeni Team spreads what we consider is valuable information for our customers and prospects. SIGN UP! To sign up for JEENI Talks, go to Jeeni.net and fill our registration form!
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