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Basic user Guide CCEM

Basic user Guide CCEM

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    Cc shanghai uk_print Cc shanghai uk_print Presentation Transcript

    • THE FUNDAMENTALS OF CAMPAIGN COMMANDER™ EMAIL AND MOBILEThe 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 messages6 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 themenu.................................................................................................................................................................................................................................................................................................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. 2Click “Imports” to followthe status of previous 1Imports. 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 you1. This option is used when to choose the fieldthe first row of your data separator in your file.file contains data.2. You can use this optionto automatically match thedatabase field names with 3the fields of your data file.Your file must include field You can choose the filenames in the first row. encoding for non- western European3. Use this option to ignore languages. This optionthe first row of your file is only for expert users.data and not automaticallymatch with database fieldnames. 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) 1After Import, if the file 4cannot 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 toYour file can be used. It correct them.appears in the list understep 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 advisethat you choose the first. 51. You merge your upload Specify your date format.with your existing CampaignCommander™ data.2. New record 6For New Record only, see the You can update existing data innext page. your member list. If you do not tick the box the old member data will be kept. 2By default the Email field is used 7to match criteria. You can defineyour own specific criteria. If you Select your file columnshave multiple criteria, you should to match with thereport them with a comma (i.e. Click on the “Queue Create an editable field. Enter corresponding databasefirstname, 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. 1You have chosen option 42: New record. The data Specify your date format.is added and can createduplicates. 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 tomy 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 homepage allows you to 3 Save the segment by giving it a name and descriptioncreate a segment, andallows 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 followingcriteria in this section:Demographics:Characteristics of memberprofiles 1Behavioural: Actions ofthe members for eachcampaign First of all, add descriptive criteriaSocial: Social networking (date, numerical orbehaviour textual data) withQuick Segments: Most “Add” icon. Yourrecent member activity criteria will appearDatamart: Advanced here.OptionMy Segments: List ofcreated segments20 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 willClick to add new criteria. receive the message.Criteria can be based ondemographics, social orbehavioural 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 connectedCreate 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 agroup by selecting “Add agroup.”............................................................................................................................................................................................................................................................ 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 theThe screen invites you to segment. (Number,name your segment, give percentage or full list).it a description and checkthe condition you have just When maximumcreated. 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 sendingthe email. It has twodistinct components:The alias will usuallybe displayed by the ISP(except on AOL)The sender addresscan be either a generic 2Emailvision: email@yoursite.campaigns.com SUBJECT LINE: Itor a personalised version should be closelyusing a sub-domain: related to the offer inemail@news.yoursite. the message, whilstcom . 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. 1Text version: Keep itsimple and avoid copy/ 2paste from Word as somespecial characters (“, ‘ or …) HTML version: You shouldwill 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), wemy notes ......................... recommend to have the unsubscribe message at the top -- Include a short description of your offer outlined in text at the top26 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 1Provide a name anddescription for yourmessage. A descriptionis recommended but notmandatory. 2Complete the messageheader: Sender, reply-toand subject.A drop-down menu gives 3you access to optionsto personalise message You can save thisheader elements. To insert information or go on toyour choice in the left field, Step 2 to create messageclick 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. 2Select your edition: “Expert,”“Visual,” “Template.” > Expert mode allows you to editthe message in HTML format. 4 > Visual mode allows you to editthe message in plain text or HTML You can save your message orusing the WYSIWYG editor. save and display the result. > Template mode allows you towork with an existing messagetemplate. Fill in the header of themessage: sender, reply addressand 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 byclicking 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 1Drag your images from Create a new folder byyour desktop and copy right clicking mouse -these into the folder. New Folder.This will place all of thefiles into the requiredfolder; depending on sizethis should only take a fewminutes 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.
    • 3. MESSAGING Hosting an Image REFERENCING YOUR IMAGE, STEP 8 1 In Notepad, change FTP to HTTP 2 After http://webe.emv3.com/ copy the name of the account on Campaign Commander™ to http://webe. emv3.com/account_ name/ 3 At the end of the link add the remaining part of the location Folder Name (You created) Image Name (Name of image) 4 You should now have a link like this that is ready to reference in the Image Location in your message: http:// webe.emv3.com/account_name/folder_name/image_name.jpg 5 Alternatively once you have uploaded your images into the folder they will be available to preview and add to your file from the Image Manager.................................................................................................................................................................................... Please test this in.................................... your browser window.................................... before applying.....................................my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 47
    • 3. MESSAGING Responsible Email Marketing 1. Permission is key: make sure your opt-in is 100% clear and voluntary 2. Do not rent or buy lists 3. Make the unsubscribe process painless in every message 4. Offer various levels of permission 5. Send relevant offers and messages 6. Send timely offers and messages.................................... 7. Ensure your creative is correctly formatted for all list members........................................................................ 8. Avoid “spammy” words........................................................................ 9. Test different frequency levels before rollout........................................................................ 10. Monitor unsubscribe rates and complaints....................................my notes .........................48 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • 3. MESSAGING How to use Visual Mode You are here: Home Assets Message USING VISUAL MODE >New OR Messages | Edit Select visual mode.................................................................................................................................................................................................................................................................................................my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 49
    • 3. MESSAGING How to use Visual Mode You are here: Home Assets Message EDITING TEXT, STEP 1 New OR Messages | Edit > Part 2 : Message body Select some text (do not delete all the text, only delete to the first letter in order to maintain the font and size) and type over the text.................................................................................................................................................................................................................................................................................................my notes .........................50 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • 3. MESSAGING How to use Visual Mode You are here: Home Assets Message EDITING TEXT, STEP 2 New OR Messages | Edit > Part 2 : Message body It is the same principle as Microsoft Word. You can change text to Bold, Italic, change the font and sizing; the alignment can also be changed.................................................................................................................................................................................................................................................................................................my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 51
    • 3. MESSAGING How to use Visual Mode You are here: Home Assets Message EDITING TEXT, STEP 3 New OR Messages | Edit > Part 2 : Message body In the Visual Mode everything that is editable is clickable. Square regions are available to type over text or change the image.................................................................................................................................................................................................................................................................................................my notes .........................52 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • 3. MESSAGING How to use Visual Mode You are here: Home Assets Message INSERTING AN IMAGE, STEP 1 New OR Messages | Edit > Part 2 : Message body1It is possible to editor insert an image byclicking on the imageicon in the toolbar.Please note you mustselect the area or imageto be edited first. Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 53
    • 3. MESSAGING How to use Visual Mode You are here: Home Assets 1 Message INSERTING AN IMAGE, STEP 2 New After you click on the OR Messages | Edit image icon in the menu, > Part 2 : Message a window will open. If body you would like to add or edit an image, type in the new image URL or access the Image library via the “Browse Server” button. 2 You can also set additional properties to the image.................................... such as alignment, border, and size.............................................................................................................................................................................................................................................................my notes .........................54 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • 3. MESSAGING How to use Visual Mode You are here: Home Assets Message INSERTING A LINK, STEP 1 New OR Messages | Edit > Part 2 : Message body To create a link in your message, select the text you wish to change to a link and click on the link button in the toolbar.................................................................................................................................................................................................................................................................................................my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 55
    • 3. MESSAGING How to use Visual Mode You are here: Home Assets Message INSERTING A LINK, STEP 2 New OR Messages | Edit 1 > Part 2 : Message When you click on the body link button a window will appear. 2Type the address of thewebpage you want to link toin the LINK URL section. 3 Select to open the link in the same/new window in the Target section. 4Select the type of link.56 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • 3. MESSAGING How to use Visual Mode You are here: Home Assets Message MESSAGE PERSONALISATION, STEP 1 New OR Messages | Edit > Part 2 : Message body 1 To add personalisation to your message, type &&& in the place that 2 you would like to insert the personalisation.Click on the MessagePersonalisation menu inthe toolbox.................................................................................................................................................................................................................................................................................................my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 57
    • 3. MESSAGING How to use Visual Mode You are here: Home Assets Message MESSAGE PERSONALISATION, STEP 2 New 1 OR Messages | Edit > Part 2 : Message When you click on the body message personalisation in the side menu a new window will appear. 2Use the scroll down optionto select a field fromCampaign Commander™ 3which you want to insertinto the message. Click add to body.................................................................................................................................................................................................................................................................................................my notes .........................58 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • 3. MESSAGING How to use Message Template Mode You are here: Home Assets > Template TEMPLATE SCREEN Accessible in the “Assets” section, this screen lets you manage a set of templates (created in software like Adobe Dreamweaver), which can be modified in a WYSIWYG* editor (What You See is What You Get).* 1 You can import 2 your own message templates and models.You can access yourtemplate library directly. 3.................................... You can use the templates available.................................... in Campaign.................................... Commander™ as a basis for work............................................................................................................. Please note:.................................... WYSIWYG=What you see.................................... is what you getmy notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 59
    • 3. MESSAGING How to use Message Template Mode You are here: Home Assets Template USING MESSAGE TEMPLATE MODE, STEP 1 > Templates Library Your templates can be imported from the homepage section. 3 1 Import.Click on the “New” button. 2Select the template tobe imported on your harddrive, give it a name and adescription, and then clickon “Import.”60 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • 3. MESSAGING How to use Message Template Mode You are here: Home Assets Template USING MESSAGE TEMPLATE MODE, STEP 2 > Create Message 1 Identify the editable areas that are highlighted when mousing over. 3 2Specify your images inthe field provided, view Edit the propertiesthem and then insert of your images in thethem. WYSIWYG* tool......................................................................................................................................................................................................................... Please note: What you.................................... see is what you get....................................my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 61
    • 4. PRODUCING & LAUNCHING A CAMPAIGN Topics Creating & Planning a Campaign Viewing the Results of a Campaign................................................................................................................................................................................................................................................................................................my notes .........................62 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • 4. PRODUCING & LAUNCHING A CAMPAIGN Creating & Planning a Campaign You are here: Home Campaigns > Campaign To complete a campaign, simply follow these 5 steps: CHOOSE A CHOOSE A APPLY CAMPAIGN TEST THE SEND THE SEGMENT OR LIST MESSAGE PARAMETERS CAMPAIGN CAMPAIGN OF SEGMENTS 1 The campaign screen displays a calendar of the current week and allows you to create any type of campaign, allowing easy access to your archives, favourites and.................................... your agenda................................................................................................................................................. 2.................................... To create a new campaign or edit an existing campaign, click on.................................... the relevant tab on the top right.................................... of the screen.my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 63
    • 4. PRODUCING & LAUNCHING A CAMPAIGN Creating & Planning a Campaign You are here: Home Campaigns CHOOSE A SEGMENT OR LIST OF SEGMENTS, STEP 1 Standard New Click on the segment to reveal a drop down menu. From here you can viewContact your Account your segment list in threeManager for the SMS sub headings: Favourites,feature. Last 10 and Search. Select the one or several segments by clicking here.................................................................................................................................................................................................................................................................................................my notes .........................64 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • 4. PRODUCING & LAUNCHING A CAMPAIGN Creating & Planning a Campaign You are here: Home Campaigns CHOOSE A MESSAGE, STEP 2 Standard New 1 2Select your message type(email/SMS). Select your message; this can be viewed in three subheadings: 3 Favourites, Last 10 and Search.Provide your campaign witha name and a description.................................................................................................................................................................................................................................................................................................my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 65
    • 4. PRODUCING & LAUNCHING A CAMPAIGN Creating & Planning a Campaign You are here: Home Campaigns APPLY CAMPAIGN PARAMETERS, STEP 3 Standard 4 New You can select options 1 such as de-dupe on sendSet the date and time (recommended), progressfor the sending of your notification, deliverycampaign. speed and post click tracking in this area. 2If split testing and analyticsare features which areavailable for your account,you will be able to enable/disable these for the individualcampaigns here. As standard, the time zone The is set at GMT +01.00 Central 3 saved European Time (Europe/ Paris), this can be changed in campaignClick on the more options is available in “Campaign the manage account section Archives.”box to expand the options of Campaign Commander™.available within the Select logins and the timecampaign properties. can be edited per individual login; this will be reflected in the clock when setting the 5 campaign parameters.Once all the parametershave been completed, you The saved campaign is available in “Campaigncan save the parameters of Archives.”your campaign.66 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • 4. PRODUCING & LAUNCHING A CAMPAIGN Creating & Planning a Campaign You are here: Home Campaigns TEST THE CAMPAIGN (OPTIONAL), STEP 4 Standard The Archive screen is displayed upon arrival at the Standard Campaign page. You can test Test your message by clicking on the “Test” button. 1 This screen allows you to manage the email addresses so that you can see what your campaign looks like..................................... 2 Once you have selected.................................... the recipients, you can.................................... test the message on these addresses.....................................................................................................................................................................................my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 67
    • 4. PRODUCING & LAUNCHING A CAMPAIGN Creating & Planning a Campaign You are here: Home Campaigns Standard SEND THE CAMPAIGN, STEP 5 1 Here you have two options to validate your campaign: 2 “Post” and “Fast Post.”This column indicates the Difference: “Post”: astatus of your campaign, 3-step process includingwhether it is: a final count confirmation;> Editable “Fast Post”: a 1-step> Validated  process, with no final count> Running confirmation offering> Tracking immediate validation for your campaign launching. N.B.: “Fast post” doesn’t mean the campaign will be.................................... sent immediately.............................................................................................................................................................................................................................................................my notes .........................68 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • 4. PRODUCING & LAUNCHING A CAMPAIGN Viewing the Results of a Campaign You are here: Home Reports Standard CAMPAIGN REPORTS, SECTION 1 The “Reports” section allows you to view and analyse the results of your campaign in several ways. This screen gives you access to campaign statistics for all standard, multivariate, multimessage, trigger and test campaigns.This graph displays theresults of the campaignselected from the list belowof the last 10 campaigns.................................................................................................................................................................................................................................................................................................my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 69
    • 4. PRODUCING & LAUNCHING A CAMPAIGN Viewing the Results of a Campaign You are here Home Reports Standard CAMPAIGN REPORTS SCREEN, SECTION 2 By clicking on the tab “All Campaigns,” you can combine and view the data from several campaigns, at the same time. 1Check the boxes to indicatewhich campaign’s statisticsyou would like to see. 2It is possible to exportthe statistics in severalformats, such as Excel orCSV.................................................................................................................................................................................................................................................................................................my notes .........................70 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • 4. PRODUCING & LAUNCHING A CAMPAIGN Viewing the Results of a Campaign You are here: Home Reports Standard CAMPAIGN REPORTS SCREEN, SECTION 3: SNAPSHOT REPORTSLeft-click on the campaign name to gainaccess to a graphical display of the resultsof your last campaign in four modes. Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 71
    • 4. PRODUCING & LAUNCHING A CAMPAIGN Viewing the Results of a Campaign You are here: Home Reports Standard CAMPAIGN REPORTS SCREEN, SECTION 3: LINK RESOURCE, ACTIVITY AND SOCIAL REPORTS Display results on the tracked links. Display activity report for a campaign. Display social shares and opens for a campaign.72 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • 5. MANUAL PROCEDURES Topics How to search for Members and Display Links: Add Members, Subscribe and Unsubscribe Hard bounce, soft bounce How to Export Unsubscribed or Quarantined Members................................................................................................................................................................................................................................................................................................my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 73
    • 5. MANUAL PROCEDURES How to Download Members You are here: Home Lists Search & Add MEMBER SEARCH SCREEN Accessible from the “Lists” section, it allows you to search for a member according to different criteria. 1 Three criteria types allow you to specify your member search: text, numeric or date fields. 2 Once criteria are selected, you can launch the search and display the results (in a.................................... different screen).............................................................................................................................................................................................................................................................my notes .........................74 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • 5. MANUAL PROCEDURES How to Download Members You are here: Home Lists Export MEMBER EXPORT SCREEN, STEP 1 > New Accessible from the “Lists” section, it allows you to export member data according to two different criteria. 1 You can export member data by campaign and by behavioural criteria. 2 OR you can export member data by segment............................................................................................................. 3.................................... Click on the “Step 2: Content Selection”.................................... button to go onto.................................... step 2.........................................................................my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 75
    • 5. MANUAL PROCEDURES How to Download Members You are here: Home Lists Export MEMBER EXPORT SCREEN, STEP 2 New > You have clicked on “Step 2: Content Selection” 1 Select the member fields you wish to view in your final file..................................... 2........................................................................ Select your file separator and click “Export.”....................................................................................................................................................................................my notes .........................76 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • 5. MANUAL PROCEDURES Hard bounce, soft bounce You are here: Home Reports THE DIFFERENCE BETWEEN HARD AND SOFT BOUNCE: Standard >Your Campaign Report >> Hard bounces are permanently invalid addresses: - Hotmail: smtp;550 Requested action not taken: mailbox unavailable - AOL: smtp;550 MAILBOX NOT - Free: smtp;550 5.2.1 This mailbox has been blocked due to inactivity - Gmail: smtp;550 5.1.1 The email account that you tried to reach does not exist. Please try double-checking the recipients email address for typos or unnecessary spaces. - Others : + smtp;550 Unrouteable address + 5.4.4 (unable to route: no mail hosts for domain) + 5.1.2 (bad destination system: no such domain) Soft bounces are temporarily unavailable addresses: mailbox full, Hard bounce example server down, inactive accounts etc. - smtp;550 5.2.2 user quota exceeded.................................... - smtp;552 <vince77.audigier@laposte.net>: Recipient.................................... address rejected: 5.2.2 Over quota........................................................................................................................................................................................................................ How it looks in Campaign Commander™my notes ......................... Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved. 77
    • 5. MANUAL PROCEDURES How to Export Unsubscribed or Quarantined Members You are here: Home Segments 1 UNSUBSCRIBED MEMBERS: > New >> Create a new segment “EMAIL is not empty” >> Go to the export section to export the unsubscribed members from that segment If you are using an opt-in field, you need to create the segment based on that field 2 QUARANTINED MEMBERS: >> Create a new segment “EMAIL is not empty” >> Go to the Export section to export the quarantined members from that segment................................................................................................................................................................................................................................................................................................my notes .........................78 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • Q & A SESSIONMy notes...................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................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Commander™ Shanghai © 2012 Emailvision. All rights reserved. 79
    • FURTHER TRAINING COURSES ADVANCED CAMPAIGN COMMANDER™ EMAIL & MOBILE This course aims to extend users’ knowledge of Campaign Commander™ in order to use the full potential of its functionality. This course is designed to ! LEARN MORE follow on from the Basic Training and will take you over the advanced features. anced Check the Adv s Training Course CAMPAIGN COMMANDER™ CUSTOMER INTELLIGENCE BASIC ANALYSIS This course is aimed for all new users of Campaign Commander Customer Intelligence and is designed to equip users with both a functional understanding of the system and of basic analysis techniques. CAMPAIGN COMMANDER™ SOCIAL EDITION TRAINING Email has become the most widely used medium of communication within the business world. Although it is a very powerful revenue generator, marketers should apply some simple rules to get the best results. This course aims to bring real-world best practices to optimise email marketing campaigns, allowing participants to achieve the highest return on investment. HTML EMAIL DESIGN FOR BEGINNERS This course is aimed at Marketers who want to learn to create emails in HTML coding language. It provides an introduction to HTML email design and will take you from no knowledge of HTML to creating targeted and stylish email marketing creatives.80 Campaign Commander™ Shanghai © 2012 Emailvision. All rights reserved.
    • Emailvision USA Emailvision Belux Emailvision Brazil Phone: +1 (212) 257-6018 Phone: +32 2 761 75 75 Phone: +55 11 3583 0900 www.emailvision.com www.emailvision.be www.emailvisionbrasil.com.br Emailvision UK Emailvision Italy Emailvision China Phone: + 44 20 7554 4500 Phone: +39 02 64 67 21 Phone: +86 21 6171 7380 www.emailvision.co.uk www.emailvision.it www.emailvision.cn Emailvision France Emailvision Scandinavia Emailvision Portugal Phone: +33 1 41 27 27 17 Phone: +46 40-699 72 90 Phone: +35 1 21 321 020 34 www.emailvision.fr www.emailvision.se www.emailvision.pt Emailvision Germany Emailvision Spain Emailvision AustriaPhone- Hambourg : +49 40 30603-0 Phone: +34 93 183 87 20 Phone: +43 (1) 740 40/4810Phone- Munich : +49 89 59 08-14 12 www.emailvision.es www.emailvision.at www.emailvision.de Emailvision Switzerland Emailvision Hong KongEmailvision Netherlands Phone - Genève: +41 22 560 6228 Phone: +852 2681 9000 Phone: +31 (0)20-205 0100 Phone - Zürich: +41 43 488 3646 www.emailvision.hk www.emailvision.nl www.emailvision.ch Emailvision Israel Phone: +33 1 41 27 10 32 www.emailvision.co.il