Preface
Overview
Welcome to Contacts Live Newsletter Software, powerful web-based all-in-one E-mail Marketing software that will allow you to easily design HTML and text based newsletters, deliver personalized emails to your target audiences through mailing lists, and improve your business by boosting your e-mail advertising and communication. Now even more, besides just sending out your company’s newsletter and promotions, you can launch your own Newsletter Service and charge your customers for using it.
This software user manual describes how to manage the script, use its features and avoid problems while working on it. We will review sections of Contacts Live Newsletter Software one by one.
Getting started
Once you are through with installation of the script, you will need to either rename or remove folder ‘install’ for security reasons (installation instructions are provided separately and can be found here). The following window will appear after installation:
You will need to enter login/password you created during installation process to access Newsletter Software. You will get the page with quick statistics covering total number of users, mailings lists, newsletters, subscribed users, sent newsletters and unsubscribed users. You will also find there last subscription and unsubscription. On the left-hand side you will see a menu for browsing the script’s sections and managing your Newsletter Software.
On the same page you can change the language for operating Newsletter Software. Just choose the necessary one in drop-down menu located at the top right corner of the page.
More information on managing languages of the script will be provided in a separate section of the manual.
Your First Email Campaign. Tutorial.
1. Create your mailing list
A mailing list is a group of newsletter recipients gathered by a common name (for example, a mailing list called Marketing). When you send out a newsletter to a mailing list, all members of the mailing list receive the message.
To create a mailing list, click the “Create Mailing List” option under the “Mailing Lists” section.
2. Add/import subscribers
Before you can send an email campaign you need someone to send it to. In step 1 we created a mailing list. In this step we will look at 3 different ways you can add subscribers to your mailing list:
a) Import subscribers from a file
If you already have a list of subscribers in a file on your computer, you can upload that file into the system and add the subscribers to your new mailing list. To start, you will need to export your subscriber list from your other mailing program. You should export your subscriber list into a CSV (comma separated value) file. A CSV file will contain a list of your subscribers’ details in a line-by-line format.
Note: the file contents should fit format. The first string – headers that indicate columns, for example: Name; Last name; email
Register and columns order are unimportant. It can contain only one column (for example, Email) with required header. Separator is generally “;” or “,”.
Subscribers’ data is indicated per line further, for example:
John; rurk; jhon@rurk.com
Alex; stoun; alex@stoun.com
So, if we want to import subscribers with this data, then our file containing subscribers info should be in the following format:
name; Last name; email
John; rurk; jhon@rurk.com
Alex; stoun; alex@stoun.com
...
To import subscribers from a file, click the “Import Subscribers” button. This will start the “Import Subscribers” wizard. Click the “Browse...” button to choose the file. Choose the mailing list you want to import subscribers to and click the “Submit” button.
b) Type in subscribers manually.
If you only have a handful of subscribers to add to your list, you can use the “Create Subscriber” form to add them in manually. Move your mouse over the “Subscribers” section and click the “Create Subscriber” button:
Complete the form to add a subscriber to the selected mailing list.
When you’re done, click “Submit” to save the subscriber to the mailing list and add another subscriber.
c) Create a subscription form for your website.
If you want to offer visitors to your web site a way to signup to your mailing list, you can create a subscription form in the system to add to your site. You will need to have a little experience with HTML to add the form to your web site.
To get started, click the “Manage Forms” link shown in the right-hand menu of the system. This will take you to the page for managing your subscription and unsubscription forms. Website forms are special forms that you can create. You can create website forms to accept subscribers or for someone to unsubscribe.
Click the “Create Form” button to create a form. Type in a form name and make sure you choose the “Subscription” option from the “Form Type” dropdown:
Click the “Continue to step 2” button. Here you should choose whether subscribers will have to confirm their subscription by clicking the link sent to them by email or not; whether ‘thank you’ message will be sent to them after subscription, if security code will be used and the lists they will be able to subscribe to. On Step 3 you should indicate the content of the confirmation email and ‘thank you’ message. When you are done, click the “Save” button.
Once you’ve created your form you’ll be taken back to the “Manage Forms” page. Simply click the “Get HTML” link next to your new form and paste that code into your website to add the subscription form to your site.
3. Create your email campaign
The most important part of your campaign is the email you will send to your mailing list.
Let’s now look at how to create a simple email campaign by choose a professionally predesigned
email template from those included in the system.
In “Newsletters” section” click “Create Newsletter” button.
Complete the form. Choose “HTML” for the format. In this example we will create a basic HTML-only email campaign with graphics and formatted text. Finally, choose one of the professionally pre-designed email. Click on the template to preview it.
Click “Continue to Step 2” when you’re done.
When the next page loads, type in a subject line for your email campaign. This is the text subscribers will see when they look at the emails in their inbox, so make it short and to the point. Scroll down the page and you will see the email editor. You can enter your newsletter content here:
Under the email editor you will see a link ‘Tags of Personalization’. To insert the value of a personalization field in your email campaign just copy/paste the necessary tag into your newsletter.
When the email is sent, these values will be replaced with real values from your subscriber mailing list. For example, %BASIC:EMAIL% might be replaced with user1@somesite.com and %BASIC:FIRSTNAME% might be replaced with John.
Complete the “Attachments” section of the form if you want to include file attachments with
your email campaign. Choose the parameters of newsletter recipients and resting newsletter settings.
Congratulations, you’ve just created your first email campaign! Let’s now move on to send it
to your mailing list of subscribers.
4. Send your email campaign
Before sending your email campaign, you will need to set some basic settings that will be applied to all your newsletters. Go to “General Settings” section.
There you will need to set the following:
Timeout value - delay in seconds between sent messages. It is necessary for smtp-server to work correctly (i.e. exclude “bombing” of mail server)
Quotes for the number of sent letters of SMTP server - As a rule, SMTP-server has restrictions to the number of newsletters sent at once. That`s why it's necessary to send newsletters in portions with some time breaks between sending periods to send a letter to a large amount of subscribers. Please, set here the number of newsletters sent at once. If quotas are not used, insert 0 here.
Time period for sending letters (in hours) - If you've set the number of newsletters delivered one after another more than zero, set the period in hours (counting number). After expiration of this period next newsletters portion will be sent. For example: you need to send a letter to 10 000 subscribers. Your SMTP-server allows sending only 1000 letters per hour. You set a quota for the quantity of 1000 newsletters. A sending period is 1 hour. In this case your letter will be sent to 1000 subscribers every hour, before it's delivered to all the indicated subscribers. That is all the delivering process will take approximately 10 hours.
Automatic Bounce Handling — Here you can set the number of the unsuccessful attempts Newsletter Software will make to send a newsletter to a subscriber’s email address. If the newsletter bounces back more than the number set, the subscriber will be automatically removed from the database.
Once you are through with indicating these settings, you will need to set SMTP server info that will be used for sending out newsletters. Go to ‘SMTP Servers’ section. There you will see a list of SMTP servers used. “Order Num” shows sequence of its use from the very beginning. Principle is the following: localhost will be used if no server is indicated. System will connect automatically to server with greater “Order Num” from server list, in case of server connection failure while newsletter delivery.
Click ‘Add SMTP Server’ to add new SMTP server info. Fill in the necessary fields and click the “Save’ button.
Now when all the necessary settings are ready, you can send your newsletter. Go to ‘Manage Newsletters’ Section where you will see a list of your newsletters. Next to the Newsletter we created you will see the “Send” Button. Click it, when the page loads choose the mailing list you want to send your campaign to. Finally, click the “Continue” button to send the email campaign to your subscribers.
Congratulations, you’ve just created and sent your first email campaign!
Control panel
Before starting an email campaign, it is advised that you try to familiarize yourself with the interface of the application. Below is a list of all current options in the interface of the program with descriptions of their functionality.
The Left Navigation Menu
The navigation menu allows you to quickly navigate to a section that you need for specific functions. Each section has several elements that form a second level to allow you to navigate within a certain section into a subcategory.
The first page you will see when you login to Newsletter Software is the home page of your control panel. It gives you statistics at a glance and navigation to all aspects of the program in a clear, easy to read layout in the left-hand side of the page.
Mailing Lists
A Mailing List is a collection of email addresses used by an individual or an organization to send material to multiple recipients. When a message is sent to a mailing list, all subscribers of the mailing list receive the message, unless otherwise specified through filtering.
Why do I need a mailing list?
In order to start a campaign, you will need a mailing list. A mailing list holds all the information about your subscribers. The application can then send a newsletter to the subscribers of the list and give you statistics for this mailing list once you have sent the newsletter.
Creating and Managing Mailing Lists
Click on the ‘Manage Mailing Lists’ from the navigation menu. If you already have 1 or more mailing lists, these will be listed in a table as shown below:
To create a new mailing list you can click on the ‘Create Mailing List’ button. You can also click on the ‘Create Mailing List’ subcategory from the left-hand navigation menu under the ‘Mailing Lists’ tab.
You will get the following create mailing list set up page:
This screen will ask you for the following:
List Name: This is the name that you wish to use to allow you to reference this list.
It will appear in your control panel and subscription form.
List Owners Name: The actual name of the person that owns this list
List Owners Email: The email address of the list owner.
Autoreply on subscription: The message that will be sent after someone subscribed to this mailing list. You can create this message on the analogy of creating a newsletter.
Autoreply on subscription: The message that will be sent after someone unsubscribed from this mailing list. You can create this message on the analogy of creating a newsletter.
Notify on user subscription/unsubscription: This option allows the list owner to receive an email to provide notice of new subscribers and unsubscribed users.
When you have filled in your desired settings, click on the ‘save’ button to proceed. You will get the page displaying the list of your mailing lists.
Merge mailing lists.
There is a possibility to merge your mailing lists if you need to join two or more mailing lists into a new one. Let’s say you send a newsletter to your customers and you include their names, addresses in each personalized newsletter. After a period, you gather a second source of contacts and you want to mix these two contact lists into a single list, allowing you to produce a single newsletter for all your contacts.
To merge mailing lists, click on the ‘Merge List’ button. You will get the page similar to one for creating a mailing list. Fill in the fields of the form and tick the Mailing Lists you want to be merged.
Subscribers
Before you can send any newsletters to a mailing list, you will need to have subscribers in the mailing list.
What is a subscriber?
A subscriber is a person that has indicated that they would like to receive information from you by subscribing to a mailing list. They can either subscribe using an online form or you may input their details manually.
Note: It is very important to make sure that the subscriber wants to be on your mailing list. When you first login to the control panel, there will not be any subscribers in your mailing lists.
Adding a subscriber
If you have an existing mailing list in another application or you receive mailing list subscriptions manually, then you can add subscribers one by one if you prefer. Once you click on ‘Create Subscriber’ from the navigation menu, the following page should appear.
Fill in all ‘fields’ in this page. The asterisk next to a field name indicates that the field is required. Enter Subscriber’s details, choose which mailing list you want to add the new subscriber to. Indicate ‘Status’ of the subscriber. In can be either active or inactive. When sending newsletters, you will be able to choose which subscribers it should be sent to – active or inactive.
Here you can also set status for Mailing Lists user is subscribed to.
“Unsubscribe” means that user is unsubscribed from any mailing list and won't get any newsletters.
“OK” means that user is subscribed and will get newsletters.
“Unconfirmed subscription” - user didn't confirm mailing list subscription (subscription confirmation is done when user clicks the hyperlink in subscription confirmation letter).
“Unconfirmed unsubscription” - user didn't confirm mailing list unsubscription (unsubscription confirmation is done when user clicks the hyperlink in the unsubscription confirmation letter).
Importing subscribers
This application allows you to quickly subscribe a group of emails from an existing list.
Choose ‘Import Subscribers’ from the navigation menu under the ‘Subscribers’ section.
Choose csv file with saved information on subscribers. Columns titles can be the following: Name (variant First Name, first_name), Last Name (variant Surname, last_name, lastname), Company, Email (variant e-mail). Case free. Choose mailing lists of those in the list. If no mailing list is created, create it first.
Note on CSV file format. The first string — headers that indicate columns, for example:
Name; Last name; email
Register and columns order are unimportant. It can contain only one column (for example, Email) with required header. Separator is generally “;” or “,”.
Subscribers’ data is indicated per line further, for example:
John; rurk; jhon@rurk.com
Alex; stoun; alex@stoun.com
So, if we want to import subscribers with this data, then our file containing subscribers info should be in the following format:
name; Last name; email
John; rurk; jhon@rurk.com
Alex; stoun; alex@stoun.com
...
Exporting subscribers
In some cases you may need to export the information that you have in the mailing lists for use in another database. The export function allows you to create a CSV file to help you export this information for use in another program.
Choose the ‘Export Subscribers’ option from the navigation menu under the ‘Subscribers’ tab and the Export Subscribers Form will appear.
Enter the file name, choose the mailing list that you wish to export information from and indicate the email address that will be used to send notification on the export completion. After clicking “export”, a new screen will appear indicating that the export was successful. Click on the link and your exported records will be downloaded for you. Once you have saved this you should delete the file off your server using the “Delete file” button.
Creating and managing newsletters.
A newsletter is a regularly distributed publication generally about one main topic that is of interest to its subscribers. Many newsletters are sent out by clubs, churches, societies, associations, and businesses, especially companies, to provide information of interest to their members, customers or employees. Before you can create a newsletter, make sure that you have a mailing list created.
Creating Newsletter
To create a newsletter click on the ‘Create Newsletter’ link on the ‘Newsletters’ tab in the left navigation menu.
This page asks you for the following:
Newsletter Form: You can choose whether you will create it in WYSIWYG Editor (in html format) or using Textarea (text or html format).
WYSWYG (What You See Is What You Get) Editor is a visual editor for those not familiar with HTML, it lets you work with pictures and fonts and colors instead of the direct code generating HTML markup and displaying the document as if viewed with a Web browser.
Textarea is a mode for direct editing of html-code, it is for those familiar with HTML. Use this mode for editing templates created in other third party programs.
You can choose which format to use when sending out your email campaign. HTML emails allow you to use pictures, formatted & colored text and tables for layout. Text emails allow people that do not have access to html compatible email programs to receive the email campaign as well.
Newsletter template: If you have created a template to use for your email campaign then you can choose it here. If you do not yet have a template, you may create this later or you may wish to use one of the many built in templates.
After that you should click ‘Step 2’; you will be forwarded to the page for designing your newsletters and applying its settings.
If you have chosen WYSIWYG Editor, it will provide you a clean and simple user interface which should be familiar to users who worked on common desktop text editors like Microsoft Word or Open Office. In case of Textarea you will need to enter html code manually.
See Appendix for details on how to use the WYSIWYG Editor.
The first field is the newsletter subject. This subject will appear in the subject line of
the email that is received by your subscribers.
To personalize your newsletter, click “Tags of personalization” button. You can include recipients name, surname, email address, unsubscription link and tell-a-friend link. For example, if you insert HTML Merge Field “Hello, % BASIC: FIRSTNAME% %BASIC: SECONDNAME%” while delivering it will be changed to “Hello, John Brown”.
Note: Be careful when pasting content from other editor and word processors as most will try to add their own code that may not be compatible or valid within this editor. It is advised that you test a portion of the pasted layout before attempting to create a full email campaign, only to find that the code was not valid.
Apart from using the editor to create a HTML layout, you can also use an existing HTML page online or by importing HTML content from a file.
Import a file from a web site: Insert the full website address to the file that contains the content for this email campaign.
Upload a file from hard drive: Click browse to find a file on your hard drive to be used in the newsletter.
Note: The html content will be imported AS IS and will not maintain any links to your images etc. So you will need to ensure that the links to images are correct before importing content.
Once you are through with your newsletter layout, you will need to specify its parameters such as mailing lists it is going to be sent to, date of dispatch, ‘from’ email, newsletter encoding and other. Click “Save Newsletter” when you are ready.
Manage Newsletters
This is the section where you can see the list of your newsletters, edit them or remove. Once you’ve created a newsletter you will be familiar with the ‘edit’ section of managing an email campaign as it is the same page that you saw when creating the email campaign.
To manage a newsletter click on the ‘Manage Newsletters’ link on the ‘Newsletters’ tab in the left navigation menu. All available email campaigns will be listed on the Manage Newsletters page.
From here you can view, send, edit or delete newsletters
View: The view link allows you to preview the newsletter content in both HTML and text format. When you click the ‘view’ link, a new window will pop up.
Send: This will start sending the selected newsletter. Choose the mailing list you want to send your newsletter to. Finally, click the “Continue” button to send the email campaign to your subscribers.
WYSIWYG: This will lead you to the page for editing your newsletter in WYSIWYG editor. This page is the same as the create email campaign page and your current content will load in the HTML editor.
Text area: This will lead you to the page for editing your newsletter in text area.
Delete: To delete a newsletter, simply click on the delete button. A confirmation popup will appear to make sure that you wish to delete the newsletter
Test: This button is used for sending a test newsletter. Just click ‘Test’ button of the chosen newsletter, to test it. To start actual sending, click ‘Send’ button.
Delivery Schedule
This is the section that you can use for scheduling the dispatch of your newsletters.
Once you create your newsletter, it can be sent now or can be scheduled to send at any time in the future using Contacts Live Newsletter Software’s built-in scheduling wizard. You can even be notified automatically via email when sending starts and finishes.
All you need to do is to choose a newsletter to be send out on a certain date, choose the date and mark if the newsletter’s dispatch should be repeated in some period of time.
Newsletters Archive
This is the section where you can keep your sent newsletters and have them displayed on your site. To add a newsletter to this section, go to ‘Manage newsletters’ section, choose the newsletter and click “Add to archive” button. You can make newsletters from archive available on your website. Just insert the link to it on your site page. Clicking it, site visitor will be able to view the newsletter right from the website.
Note: you can put there newsletters that have already been sent out, those that were not sent out yet will not have a button for adding the newsletter into archive section.
Templates
This is the section where newsletter templates are stored. You can create new templates, edit existing ones or remove them. Newsletter templates are used to save your time and efforts. You can create a template if your future newsletters will be based on your company standards or will just correspond to the same layout criteria. You won’t have to create the same layout for each of your newsletters.
You can create or edit templates in the same way newsletters are created or edited. You can either use WYSISYG editor to build a template or use Textarea if you want to add html code of the template manually.
The options available to you once you have created a template are as follows:
View: This allows you to see a preview of the template. This opens up in a new window.
Edit (WYSIWYG or Text area): This allows you to change the name and the template format (HTML or text or both) and then view the WYSIWYG and/or text editor to view the template and make appropriate changes to it.
Delete: This will show a pop up option box to confirm your decision to delete a template.
Note: Deleting templates is permanent. Make sure that you really want to delete before you do.
Forms
A form is a part of a web page that allows a user to input information by answering a set of predefined questions. This form is then submitted to allow the information to be collected.
The forms that are created in the application are closely linked with the personalization field functions and their properties.
Here is an example of a standard form:
Creating a form
To get started, click the ‘Manage Forms’ link from the ‘Forms’ section of the left-hand menu. If you would like to create a new form, click on the “Create Form” link in the ‘Forms’ section.
The following form will appear:
Here you are to indicate the name of the form (this is the name of the form for your personal reference) and choose its type, whether it will be a subscription or unsubscription form.
Click ‘Continue to step 2’ to go on creating the form.
Here you should choose the following:
You may choose to require confirmation from the user after filling in a subscription from1.
You may choose to send a ‘thank you’ message once the user confirms or subscribes to the mailing list. 2.
You may choose to Include Captcha: This stands for “completely automated public Turing test to tell 3. computers and humans apart”. This is a challenge-response system to help determine whether or not the user is a human or computer. This helps prevent automated submission of your forms. If this is turned on the user will be asked to enter a ‘security code’ before the user can submit the form.
Select Mailing List/s you wish to attach this form to.4.
Click “Continue to step 3” to continue.
On Step 3 you should indicate the following:
From Name: This is the name of the Form to show in the ‘From’ field for this form1.
From Email: This the Email of the form to show in the Email field for this form2.
The content of the confirmation email and ‘thank you’ message. You can also enter the link of the page 3. for Confirmation and ‘Thank you’ pages.
When you are done, click the “Save” button.
Now you can simply click the “Get HTML” link and paste that code into your website to add the subscription/unsubscription form to your site.
Form components
Here you can manage the fields of the subscription from. The fields can be added, removed or modified.
To add a new field, click ‘Add attribute’ button:
You will need to fill in the following fields:
Attribute name: the name of the field you want to add.
Obligatory field Y|N shows whether the field will be mandatory to fill in for the users.
Choose the type of the attribute you create.
Click “Save’ when you are done.
Manage patterns
Here you can and or edit the rules for filling this or that field in the subscription form. The system will check whether the field is filled in accord with these rules. If the field was filled incorrectly, the user will get a corresponding message.
When you create text or textarea attribute in “Form Components” section, you can specify pattern to control the inserted data for this component (example - email address format). This section is designed to allow you create these patterns using PREG patterns syntax.
Statistics
Track the effectiveness of your email campaign using ‘Statistics’ section of Contacts Live Newsletter Software. Statistics are reports about the newsletter campaigns, subscribers and other aspects of the application to allow you to measure your performance. If you know more about your newsletter campaigns you are then able to plan better email campaigns based on this information.
There are three sections: General Statistics, Sent Newsletters and Interested Subscribers.
General Statistics section provides overall statistics on the number of subscribers in the system, mailing lists and newsletters.
Sent Newsletters section shows statistics on sent newsletters – when it was sent, its format, number of sent newsletters and those returned with error, number of open links and unsubscribed users.
Interested subscribers section provides info on chosen subscribers.
Advanced Features
Please note: If you are not the administrator, then these features may not be available or visible to you in your program.
General Settings
This feature allows you to change specific settings on how the application works.
The following settings can be managed here:
Timeout: Delay in seconds between sent messages. It is necessary for smtp-server to work correctly (i.e. exclude “bombing” of mail server)
Quotes for the number of sent letters of SMTP server: As a rule, SMTP-server has restrictions to the number of newsletters sent at once. That`s why it's necessary to send newsletters in portions with some time breaks between sending periods to send a letter to a large amount of subscribers. Please, set here the number of newsletters sent at once. If quotas are not used, insert 0 here.
Time period for sending letters (in hours): If you've set the number of newsletters delivered one after another more than zero, set the period in hours (counting number). After expiration of this period next newsletters portion will be sent. For example: you need to send a letter to 10 000 subscribers. Your SMTP-server allows sending only 1000 letters per hour. You set a quota for the quantity of 1000 newsletters. A sending period is 1 hour. In this case your letter will be sent to 1000 subscribers every hour, before it's delivered to all the indicated subscribers. That is all the delivering process will take approximately 10 hours.
From name (default): This name will be added into email addresser field by default (subscription confirmation emails, gratitude expressing emails, etc.)
From email (default) & Test email (also for notifications): This email will be added into addresser email field by default (subscription confirmation emails, gratitude expressing emails, etc.)
Show tips: You will see a question mark near every control element. If you place a mouse-pointer over this question mark, you will see a brief info about this element. After you learn completely how to work with our script you can freely disable tips. By doing it, you will have an increased speed of site work.
Automatic Bounce Handling: Here you can set the number of the unsuccessful attempts Newsletter Software will make to send a newsletter to a subscriber’s email address. If the newsletter bounces back more than the number set, the subscriber will be automatically removed from the database.
Type of dispatch: Choose the type of mail transfer agent that will be used for sending out newsletters.
Languages
This is the section where you can manage the languages of Newsletter Software interface.
Adding a language
Administrator can add any language he wants. To add a language, follow these steps
At the bottom of the page you will see a line where you can add language name, Encoding and Charset.
After you add your language, English language file will be copied and all you will need to do is to translate it right at Admin area, to your required language. In the same section choose the necessary language from drop-down menu and click ‘Edit selected language file’
Note : When adding a language that requires special encoding, be sure to specify it in “charset” field. For Spanish language windows charset is better. Some languages like Arabic need special work to make text display backwards.
SMTP servers (optional)
This section is used for indicating SMTP servers info that will be used for sending out newsletters. If available, go to ‘SMTP Servers’ section. There you will see a list of SMTP servers used. “Order Num” shows sequence of its use from the very beginning. Principle is the following: localhost will be used if no server is indicated. System will connect automatically to server with greater “Order Num” from server list, in case of server connection failure while newsletter delivery.
Click ‘Add SMTP Server’ to add new SMTP server info. Fill in the necessary fields and click the “Save’ button.
Creating Newsletter Service
If you decided to launch your own Newsletter Service, then you will need to create different groups specifying permissions for each of them, create subscription plans and add their cost.
Creating a group
You can create different groups of users, specify separate permissions for them and the cost to use these groups features. ‘Manage groups’ section provides info on the existing groups:
Here you can view the list of groups, change permissions for each group and view a list of each group’s members.
To add a user to a group manually, click ‘View users list’ button, on the next screen click ‘Add’.
You will get a form, just fill in its fields and the user will be added to a group.
To create a new group, click ‘Create Group’ button on the left navigation menu. Enter the group name and set permissions for this group. Permissions are the areas that will be available to this group members.
Appendix
WYSIWYG Editor
The HTML content section is a visual editor that allows you to layout your email campaign content as it will appear in the recipients email program. You can insert and format the content using the editor and the tools provided in the toolbar.
Each button in the toolbar access a different function. There are simple functions for basic text formatting and more advanced features like creation of links and tables.
To use the buttons in the toolbar you must move your mouse pointer over the button. The button will highlight and a message with the information about the button function will appear. Click on the button to execute its function. With more experience you will have full control over all editor features and you won’t have to read the description of the buttons. You will just use them intuitively.
Besides the toolbars buttons there are also toolbar combos (drop down boxes). The combos are the white areas with a little arrow on its side. They can be easily accessed by clicking on the white area or the little arrow. Once clicked the menu will expand so you can choose from one of its available options. To execute one of them, simply click on it.
Common Toolbar Functions
|
Toolbar Element |
Function |
|
|
View or edit the document source code (for advanced users). |
|
|
Removes all content, creating a new blank page. |
|
|
Saves the page you were editing. |
|
|
Preview what the HTML page will look like for users. |
|
|
Select a layout template. |
|
|
Cut the highlighted text to the clipboard. |
|
|
Copy the highlighted text to the clipboard. |
|
 
|
Paste the data copied to the clipboard (with or without formatting). |
|
|
Paste content copied from Microsoft Word or similar applications. |
|
|
Print the current document. |
|
|
Spell check the text in the document. |
|
 
|
Undo or redo the most recent action taken. |
|
|
Find a word or phrase within the document. |
|
|
Find and replace a word or phrase within the document. |
|
|
Select the entire text in the document. |
|
|
Remove the formatting from the highlighted text. |
|
   
|
Applies bold, italic, underscore or strikethrough formatting to the highlighted text. |
|
 
|
Superscript or subscript the highlighted text. |
|
 
|
Creates numbered or bulleted lists. |
|
 
|
Increase or decrease the text indentation. |
|
|
Format a block of text to identify quotations (text provenient from other sources). |
|
   
|
Sets the text alignment (left, centered, right or justified). |
|
 
|
Converts or removes the text in hyperlinks. It may also by used to manage file uploads and links to files on the web server. |
|
|
Inserts or modifies a link anchor. |
|
|
Inserts images into the document. |
|
|
Inserts a Adobe Flash element into the page. |
|
|
Creates a table with the defined number of columns and rows. |
|
|
Inserts a divider line (horizontal rule). |
|
|
Inserts an emoticons image (smiley faces, email icon, lightbulb, etc.). |
|
|
Inserts symbols & special characters (accented characters, trademark, currency symbol, etc.). |
|
|
Inserts a printing page break. Only impacts printed version. |
|
|
Styles & formatting determine the appearance and semantic value of you document. You may use the drop down boxes to apply styles, set the font, its size, etc. To remove the applied style select the style name again. |
|
|
Changes the color of the text. |
|
|
Changes the background color of the text.. |
|
|
Maximizes the editor size inside the browser. |
|
|
Shows where the block elements boundaries in the text. |
|
|
Shows information about the editor. |
Form Functions
|
Toolbar Element |
Function |
|
|
Creates a new form block into the page. |
|
|
Inserts a checkbox to the page. |
|
|
Inserts a radio button to the page. |
|
|
Inserts a text field into the page. |
|
|
Inserts a multi-line text area into the page. |
|
|
Inserts a selection field into the page. |
|
|
Inserts a form button into the page. |
|
|
Inserts an image into the page, which behaves much like form button used to submit forms. Do not use it to insert plain images into the document. |
|
|
Inserts a hidden field into the page. |