Sample
 
     
      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).
  1. 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.
     
  2. 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'.
     
  3. 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.
     
  4. 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.
     
  5. 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**.
     
  6. 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.
     
  7. 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.
     
  8. 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****.
     
  9. 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.