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Step by step guide to using QMailer. You'll learn to use the mailing
editor for creating mailings and you'll understand how you can this is
connected to the contact manager. In this sample guide we will create
contacts, create a mailing, send this mailing and look at it's responses
(contact moments).
- Add contacts
Manually add three
contacts using the contact manager, use the add button to add new
accounts*. Add a name, email and subject for each contact. For two
contacts select the subject: 'invitation'. Use one email address for
which you know for sure that it does not exist. Make sure you have
access to at least one of these email accounts.
- Segment contacts
Add 'invitation' as a
segment using the contact manager. See how the counters work, you'll
find two of the three contacts are counted as in the invitation
segment. We will use this segment to execute a mailing. Add another
segment underneath 'invitation', namely the segment 'yes'. Select
the invitation segment and then add 'yes'.
- Filter
Use the filter of the contact
manager to select only the contacts with 'invitation' by using the
dropdown. Try another filter using your own keyword.
- Add mailing
Go to the mailing manager and create your own mailing.
Experiment with all menu items, like changing the font, inserting
tables and images. You'll notice that a table has a border, this
will not show up in the actual mailing. You can also decide to make
your mailing using another HTML editor, you can import this HTML
using the folder icon in the mailing menu. Add a subject to the
mailing.
- Manage responses
In this sample scenario we are going to mail an invitation to the
'invitation' segment of our contacts. We want to make sure we can
capture invitation registrations. In the just created email select a
text you want people to click on in order to register, for example
click here or register. Use the globe icon in the mailing menu to
insert a web link. Make sure you select mailto: and select the
'invitation/yes' menu from the segment dropdown menu. Select an
email account to send this email to, make sure this is the same
email account that you will configure in the next step. You can add
another link for automatic 'unsubscribe' from QMailer**.
- Configuration
Before we can execute this mailing we need to configure the
right settings. You can use three plug-in's for both the contact
manager (inbound) as the mailing manager (outbound): flat file (yes
you can import contacts from Excel using CSV export), internet and outlook.
In this scenario we'll use the internet plug-in, you need a POP and
SMTP*** account for this. This can be the same account you use in
Outlook Express or any other email editor, but preferably it's a new
account you have created specially for QMailer. Set all settings,
for more information for specific settings use the tool tip help in
QMailer. The password you have stored for your POP server will be
stored encrypted.
- Execute mailing
If all settings are entered correctly - you'll find out soon,
QMailer will warn you if you haven't - we can execute the created
mailing. Select 'execute mailing' from the actions menu and within
this menu select the 'invitation' segment. You'll be asked to
confirm, click yes. The selected mailing in the mailing manager will
be executed using the 'invitation' segment in the contact manager.
In the progress bar you will be updated of the status of the
execution. If you receive no further messages your mailing was
successful, to make sure you can check the log file (XML format),
click this button in the mailing manager.
- Register
Check your email for an email account that the mailing has
been send to. Register for the 'invitation' by clicking on the
appropriate link****.
- Load contacts
Go back to the contact manager and select 'load contacts' from the
action menu. If everything is configured properly you will receive
one new contact moment in the contact manager. Use the navigation to
go to this last contact, the fourth (depending on the incorrect
email address, if you have send an invitation to this address it
will be the third, QMailer automatically removes non-existing email
addresses in order to keep the data clean). Check out the counter for the
hierarchical 'invitation/yes' segment, this should count 1.
* Normally you don't add contacts manually, they are imported using
the contact manager plug-in (configuration) and the load contacts action
(contact manager). Most of the times you will start with an existing
mailing list, you can import this list using Excel CSV export (select
the flat file plug-in in configuration).
** Unsubscribed contacts will be removed from the contact manager,
however QMailer remembers them. In case you import a new Excel sheet
with contacts these unsubscribed contacts will not be loaded again, make
sure you use the 'Only load contacts with new email address' checkbox in
the contact manager.
*** Make sure you use an email address that corresponds with your SMTP
mailserver, you can select an email address that does not correspond but
many mail-servers consider block mail send from an email address that
does not belong to that mail-server. For this reason we have not
included a mail-server in QMailer.
**** This form of response management is the easiest, of course it also
possible to make a webpage on which people can register for the
invitation, as long as the email address, first name and last name and
email with in the subject or body: 'invitation/yes' are send to the same
email address. |
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