Campaign monitor for outlook

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Designed for Microsoft Office Outlook 2010 and Microsoft Office Outlook 2013 - Campaign Monitor for Outlook brings the great email marketing system directly to your Email and Contact folders in Outlook.

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Campaign monitor for outlook

  1. 1. www.applications.dk – twitter.com/appldev – facebook.com/appldevInstallation and User Guide
  2. 2. www.applications.dk – twitter.com/appldev – facebook.com/appldevContentsInstallation and User Guide ......................................................................................................................................................1System Requirements ................................................................................................................................................................3Prerequisites ...............................................................................................................................................................................3Installing Campaign Monitor for Outlook ................................................................................................................................4Campaign Monitor for Outlook feature Overview .................................................................................................................8Adding people to Campaign Monitor lists ............................................................................................................................ 10The Add Subscribers dialog.................................................................................................................................................... 11Completing an import ............................................................................................................................................................. 12Displaying Campaign Activity History ................................................................................................................................... 13Uninstalling Campaign Monitor for Outlook ........................................................................................................................ 14Release notes ........................................................................................................................................................................... 15Audit History ............................................................................................................................................................................ 15Page | 2 CAMPAIGN MONITOR FOR OUTLOOK VERSION 1.0
  3. 3. www.applications.dk – twitter.com/appldev – facebook.com/appldevSystem RequirementsBefore installing, make sure that the following requirements are met on the client computer:  OS: Windows 7 or Windows 8  Client: Microsoft Office Outlook 2010  Microsoft.NET Framework 4  Visual Studio 2010 Tools for Office Runtime  An active Internet connection is required to configure and use the Add-in in OutlookPrerequisitesBe sure to have the following information at hand, when installing and configuring Campaign Monitor for Outlook:  Your License Name and License key  Your Campaign Monitor login url, User name and PasswordYou can obtain a free trial license at www.applications.dk/downloads/trial-software.aspxYou can create a free Campaign Monitor account at signup.campaignmonitor.com/signupThe Microsoft.Net Framework 4 and Visual Studio 2010 Tools for Office Runtime requirements will be downloadedand installed by the installation program. If you want to install the two components manually, before installingCampaign Monitor for Outlook, you can do so, by following these instructions:  Microsoft.NET Framework 4 (Web Installer) http://www.microsoft.com/en-us/download/details.aspx?id=17851  Microsoft.NET Framework 4 (Standalone Installer) http://www.microsoft.com/en-us/download/details.aspx?id=17718  Visual Studio 2010 Tools for Office Runtime http://www.microsoft.com/en-us/download/details.aspx?id=35594If you are deploying Dynamo – Campaign Monitor for Outlook on many machines, it is recommended to install theabove two prerequisites on all machines, to speed up the Campaign Monitor for Outlook deployment.Important: User rights needed for installing prerequisitesThe installation package for the Microsoft.NET Framework requires that the user has Administrative rights on thecomputer where the package is installed. If you DO NOT have administrative rights on your computer, you need toask your IT-Administrator to install Microsoft.NET Framework 4 and Visual Studio 2010 Tools for OfficeRuntime on your computer, before installing Campaign Monitor for Outlook.Page | 3 CAMPAIGN MONITOR FOR OUTLOOK VERSION 1.0
  4. 4. www.applications.dk – twitter.com/appldev – facebook.com/appldevInstalling Campaign Monitor for OutlookThe installation can be completed in a few minutes, depending on how many of the prerequisites that are alreadyinstalled on your machine. There are two steps involved:  Download and Install the Campaign Monitor Add-in for Outlook  Configure the Campaign Monitor Add-inDownload and install the Campaign Monitor Add-in for OutlookIf you see any Windows User Account Control (UAC) dialogs during the installation process, be sure to press Yes. 1. Visit www.applications.dk and go to Downloads  Campaign Monitor for Outlook 2. Press the Download & Install button. The following dialog will be displayed in Internet Explorer. Press Run to continue: If you are using another browser than IE, the dialog above will look different. 3. If Microsoft.NET Framework 4 is not installed on your computer, you will see the following dialog. Press Accept to install the Framework:Page | 4 CAMPAIGN MONITOR FOR OUTLOOK VERSION 1.0
  5. 5. www.applications.dk – twitter.com/appldev – facebook.com/appldev 4. If Visual Studio 2010 Tools for Office Runtime is not installed, you will see the following dialog. Press Accept to install the Office Runtime files: 5. When all prerequisites are installed, the Visual Studio Tool for Office Installer starts to install Campaign Monitor for Outlook. Your browser, might display a warning dialog. Click Allow to continue with the installation: 6. When the installation completes, the following dialog is displayed: 7. Press Close and restart Outlook, if it was open during the installationPage | 5 CAMPAIGN MONITOR FOR OUTLOOK VERSION 1.0
  6. 6. www.applications.dk – twitter.com/appldev – facebook.com/appldevConfigure the Campaign Monitor Add-in 1. Click on the File Tab 2. Select the Dynamo Menu 3. Press the Configure ButtonThe Setup Integration dialog will be displayed. Fill out the required fields: 1. Enter your License Name and License Key in the License Information group 2. Enter the url you would normally use to login to Campaign Monitor as well as your User name and Password, in the CM Account Information group 3. Optionally you can also select the Integration Options 4. Press OKYour License will now be registered and a connection with the Campaign Monitor server is established. You arenow ready to use the Campaign Monitor Add-in.Page | 6 CAMPAIGN MONITOR FOR OUTLOOK VERSION 1.0
  7. 7. www.applications.dk – twitter.com/appldev – facebook.com/appldevSwitching from a trial license to a purchased licenseOpen the Setup Integration dialog, change the License Name and/or License key and press the OK button. Thetrial license will be unregistered, and your new license registered.Page | 7 CAMPAIGN MONITOR FOR OUTLOOK VERSION 1.0
  8. 8. www.applications.dk – twitter.com/appldev – facebook.com/appldevCampaign Monitor for Outlook feature OverviewThe Campaign Monitor Add-in lets you accomplish the following tasksAdding people in your emails to Campaign MonitorFrom an open email you can add the sender and/or the recipients to one or more lists in Campaign MonitorFrom any email folder, you can select one or more emails and add the senders and/or the recipients (up to 1,000people at the time) to one or more lists in Campaign MonitorAdding your Outlook contacts to Campaign MonitorFrom an open contact, you can add the person to one or more lists in Campaign MonitorFrom any contact folder, you can select one or more contacts (up to 1,000 contacts at the time), and add them toone or more lists in Campaign Monitor.Options when adding people to listsThe defaults for the options can be set from the Setup Integration dialog.Resubscribe: Choose if you want to resubscribe people on the list(s) you are adding them to. This setting is ineffect, if the person being added has the status of unsubscribed on the list(s).Queue Auto-Responders: If this option is checked, the Auto-Responders defined for the list(s) will be activated onnew people being added.Restart Auto-responders: If this option is checked, the Auto-Responders defined for the list(s) will be re-started, ifthe imported people have been previously unsubscribed on the list(s). In order to make this option work, you willalso have to check the Resubscribe option.Accessing the full campaign activity history for ContactsA new form page, called Campaign Monitor, is added to your Contact Forms in Outlook. This page will retrieve thefull activity history for the contact, from Campaign Monitor. The History is made up from the following actions:  Emailed Opened  Links clicked in emails  Emails that has Bounced  Unsubscribes from Emails received  Spam complaints from Emails receivedPage | 8 CAMPAIGN MONITOR FOR OUTLOOK VERSION 1.0
  9. 9. www.applications.dk – twitter.com/appldev – facebook.com/appldevCampaign Activities for multiple email addressesIf the contact has multiple emails registered in Outlook, Campaign Monitor for Outlook will retrieve the activitiesfor all the email addresses registered.Contacts belonging to multiple subscriber lists in Campaign MonitorWhen the activity history is retrieved, Campaign Monitor for Outlook will retrieve the history for all the lists that thecontact belongs to, in Campaign Monitor.Accessing Campaign StatisticsYou can double-click on any activity belonging to a campaign, to access the Campaign Report page in CampaignMonitor.Accessing Clicked LinksYou can double-click on any activity contains a clicked hyperlink, to open that web page.Page | 9 CAMPAIGN MONITOR FOR OUTLOOK VERSION 1.0
  10. 10. www.applications.dk – twitter.com/appldev – facebook.com/appldevAdding people to Campaign Monitor listsThis chapter describes how to perform the different tasks.Adding people from the reading pane in an email 1. Click on the Campaign Monitor tab 2. Press the Add to CM buttonAdding people from one or multiple emails in an email folder 1. Select the emails containing the people you wish to add 2. Right-click on the selection 3. Press the Add to Campaign Monitor buttonAdding a Contact from the Contact form 1. Click on the Campaign Monitor tab 2. Press the Add to CM buttonAdding one or more Contacts from a Contact folder 1. Select the contacts you wish to add 2. Right-click on the selection 3. Press the Add to Campaign Monitor buttonPage | 10 CAMPAIGN MONITOR FOR OUTLOOK VERSION 1.0
  11. 11. www.applications.dk – twitter.com/appldev – facebook.com/appldevThe Add Subscribers dialogYou use the Add Subscribers dialog to add people from emails and contacts to Campaign Monitor:From this dialog you can control which people should be added, and to which lists.Selecting peopleYou can check each person in the list, or you can click on the Select All / Unselect All link to select or unselecteverybody in the list.Selecting listsYou can select one or more subscriber lists to add the people to in Campaign MonitorCorrecting namesIf you need to correct some of the names and/or email addresses before adding them to Campaign Monitor, youjust select the person in the list and edit the information below the list.Setting import optionsUse the Options when adding group to setup the options for adding the people.Page | 11 CAMPAIGN MONITOR FOR OUTLOOK VERSION 1.0
  12. 12. www.applications.dk – twitter.com/appldev – facebook.com/appldevCompleting an importWhen you press Add to Campaign Monitor button in the Add Subscribers dialog. Campaign Monitor for Outlookwill start to import the people, and you can continue working while the import completes. A status dialog isautomatically displayed in the bottom-right of your screen.When the import is completed, the status dialog will display the result:If any failures occurred during the import, you can click on the View Failure details to examine the errorsreturned by the Campaign Monitor Server:Page | 12 CAMPAIGN MONITOR FOR OUTLOOK VERSION 1.0
  13. 13. www.applications.dk – twitter.com/appldev – facebook.com/appldevDisplaying Campaign Activity History 1. Open the Contact 2. Press the Campaign Monitor button in the Show group to display the Activity History pageThe activities will now be retrieved and displayed on the page, grouped by the Emails where the actions occurred:Click on the View by: Date Link, to change between Date and Campaign groupingPage | 13 CAMPAIGN MONITOR FOR OUTLOOK VERSION 1.0
  14. 14. www.applications.dk – twitter.com/appldev – facebook.com/appldevUninstalling Campaign Monitor for OutlookIf you see any Windows User Account Control (UAC) dialogs during the installation process, be sure to press Yes. 1. Click on the File tab 2. Select the Dynamo menu 3. Press the Uninstall button 4. Press Continue with the uninstallation to confirm the uninstallation:Keeping the license and configurationIf you just wish to uninstall the Add-in, but keep the license registration and configuration, you can uninstall theAdd-in, like any other software on the computer. 1. Open the Computer in Windows 2. Click on the Uninstall or change a program button 3. Select Dynamo – Campaign Monitor for Outlook from the list of installed programs 4. Press the Uninstall buttonNote: the usage count for the product will remain the same after the uninstall. When you install the product again,the license and configuration will already be setup, and you can skip the configuration part of the installation.Page | 14 CAMPAIGN MONITOR FOR OUTLOOK VERSION 1.0
  15. 15. www.applications.dk – twitter.com/appldev – facebook.com/appldevRelease notesAlthough Campaign Monitor for Outlook will run in Microsoft Office Outlook 2013, the product will not be officiallysupported on that platform until Microsoft officially releases Office 2013.Audit HistoryVersion 1.0No changes. Initial release of this documentation.Version 1.1, November 29th 2012Added information about requirements for installing Microsoft.Net Framework 4 pre-requisites.Page | 15 CAMPAIGN MONITOR FOR OUTLOOK VERSION 1.0

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