App Dashboard  

 

The Search bar is where you can search for a campaign, mailing list, or active contact in your org.

1. The Settings icon is displayed in the bottom-right corner of the dashboard. This will take you to the App Settings.
   
2. The More icon is displayed in the bottom-left corner of the dashboard. You can use it to navigate directly to various parts of the app.
3. Select the Create icon on the dashboard to perform the following actions:
   
1. Create a campaign
   
2. Import contacts
   
3. Import device contacts
4. Scan business cards
   
5. Add email addresses
   
   
   

Recent Campaigns

  Campaigns Status

  Lists and Contacts

 Contact management

Add contacts 

1. Select the Contacts module from the Dashboard.
   
2. Tap the Add icon to add a contact.
   
3. You can
   
1. Add contacts manually by entering their email addresses or
   
2. Import contacts from files stored on the device or
   
3. Scan QR codes to add contacts
   
4. To add contacts manually, enter their email addresses in the box. Tap the Return key to separate email addresses.
   
5. Tap  Select or Create List to create a new mailing list. This step is optional.
   
6. Select Subscription type for your contacts.
   

   Subscription Type can be used to identify the current stand of contacts to decide if it is the right time to send them email campaigns, as well as whether they want to receive email campaigns. There are three types:
   

   1. Marketing: These contacts are ready to receive email campaigns and they have shown their interest in receiving email campaigns or expressed explicit consent to receive campaigns.
      
   2. Non-marketing: These customers have not subscribed to receive email campaigns.
      
   3. Unsubscribed: These contacts are no longer interested in receiving email campaigns. You can also manually add contacts to the Unsubscribed subscription type. You can retrieve/reactivate these contacts if required. 

7. Associate your contacts with topics. 
   
   
8.  Click Upload once you are done.

Note:

1. If you choose subscription type as Non-marketing or unsubscribed, then topics related options will not appear.
   
2. It is mandatory to associate a contact with a topic to send email campaigns to the contact.
   

  Filter mailing lists

1. Select the Contacts module from the Dashboard.
   
2. Tap the Filter icon.
   
   
   
   
3. You can filter lists based on the user who created it, the folder it's saved in, and choose to sort them alphabetically or in order of creation.
   
   

Note: 

1. Tap Clear in the top-right corner to clear the filter.
   
2. The Sort option is next to the Search icon.
   
3. You can change the appearance of the list using the Card size icon.

  Contacts and list summary

1. The number of unsubscribes
   
2. The number of bounces
   
3. Number of campaigns sent to the selected list
   
4. Segments in the list
   
5. List growth
   

1. User Agent Stats  give you information about all the devices and software your recipients used to open your email campaign.
2. Devices and Operating System  provides information about all the devices (computer, tablet, and mobile) and operating systems (Android, Linux, Windows, and Apple) used to open your email campaigns. 
3. Email Clients  gives you figures for the different email clients (such as Outlook, Lotus Notes, Thunderbird, and Apple Mail) used by contacts to receive your email campaigns.
4. Web Browsers lists the web browsers (like Firefox, Chrome, Internet Explorer, Safari, Opera) used to access your email campaigns.
   

 

Campaigns

Create an email campaign

1. Open the application.
   
2. Click Create icon.
   
3. Select Create a campaign and follow steps 3 to 9 as given below.

1. Go to the Campaigns module.
   
2. Tap the  Create icon.
   
3. Enter the Campaign Name.
   
4. Choose a topic to send campaign. It means this campaign will be sent to contacts associated with the selected topic.
5. Choose a sender in the From section.
   
6. Choose lists in the To section.
   
7. Enter the subject and pre-header in the Subject section.
8. Choose a template and edit the content according to your requirements.
   
9. Click Send for review.
   
   

Note: 

1. You cannot edit or change the email template details of any campaigns created on the website.
   
2. It is mandatory to associate a contact with a topic to send email campaigns to the contact.

  Send a campaign for review

1.  Go to the Campaigns module.
2. Select the email campaign draft that you'd like to send for review.
   
3. Tap Send for review.

Notes: A draft campaign only can be sent for review once you have added its content and associated it with a mailing list.

  Send a campaign 

1. Go to the Campaigns module.
2. Select the reviewed campaign that you would like to send.
   
3. Tap the Send icon.
   
4. Tap Send now.
   
   

Schedule a campaign

1. Go to the Campaigns module.
   
2. Select the reviewed campaign that you would like to send.
   
3. Tap Schedule.
   
4. Select the time you want to send the campaign.
   
5. You can choose to send your campaign:
1. At a time based on the sender's time zone.
   
2. At a time based on the recipient's time zone.
   
3. At an optimal time when the recipients are most likely to open the email.
   
6. After you have selected the time to be scheduled, tap Done in the top-right.
   

  Reschedule a campaign

1. Go to the Campaigns module.
   
2. Select the campaign that you have scheduled.
   
3. Tap Reschedule.
   
   
4. Select the time you want to reschedule the campaign.
   
5. Tap Done in the top-right.
   

  Cancel a scheduled campaign

1. Select the scheduled campaign.
   
2. Tap Cancel Schedule.
   
3. Click Cancel Schedule in the pop-up that opens.

  Pause an email campaign

1. Go to the Campaigns module.
2. Select the campaign (with the status In Progress) that you want to pause.
   
3. Tap Pause.
   

Resume a paused campaign

1. Go to the Campaigns module.
   
2. Select the paused campaign.
   
3. Tap Resume.
   

  Clone a campaign

1. Go to the Campaigns module.
   
2. Select the campaign that you want to clone.
   
3. Tap the Clone icon in the top-right corner.
   
4. Tap the Done icon in the top-right corner.
   

  Filter campaigns

1. Select the Campaigns module from the Dashboard.
2. Tap the Filter icon in the bottom-left corner.
   
3.  You can filter campaigns based on: 
1. The users who created them
   
2. The folders they are saved in
   
3. Their status and type
   
4. The time they were created
   
5. You can also sort campaigns based on when they were created or when they were modified 
   
   

Note: 

1. Tap Clear in the top-right corner to reset the filter.
   
2. The Sort option is next to the Search icon.

  Campaign Summary and Details

1.  Campaign Summary provides campaign-related real-time data.
   
2.   Sent Report shows the delivered percentage, bounce percentage, unsent percentage, unsubscribe percentage, and complaint percentage.
3.   Delivered Report shows the numbers and rates unique opens, clicks, and unopened emails and rates respectively.
4.   Click-to-Open Rate (CTOR) displays the ratio of how many contacts click on links in your email to the overall number who opened it. CTOR is calculated by dividing unique clicks by unique opens. This metric is an important indicator of your campaign's effectiveness.

Tip:

Scheduling your email campaign to be sent out at the optimal time can have a huge impact on your open rate, increasing the effectiveness of your campaign.

Note:

1. Campaign details provides a preview of your campaign and gives you a quick rundown of the campaign, sender, and recipient details.

  Settings

1. Open the Campaigns application.
   
2. Tap the Settings icon in the bottom-right corner of the Dashboard. 

 

1. Compact
   
   
2. Cozy
   
   
3. Comfortable
   
   

1. Current status of the import
   
2. New contacts
   
3. Re-added contacts
   
4. Duplicate contacts
   
5. Ignored contacts
   
6. Contacts that were not imported
7. Total contacts
   
8. Associated mailing list