Quick Start Guide for Email Marketing
Posted by Rachel Chiu on 02 August 2013 12:06 PM
 

Issue

How to send email using email marketing program.


Symptoms

none


Cause

Lack of information and advice on how to proceed send newsletter email


Workaround

1) Creating Lists

Lists are what hold subscribers (each unique email address).  To create lists, click on the “Lists” tab along the top. Then click the “Add” button at the bottom, or, the “Add New List” on the right.

 Lists Page

Provide a name for your list.  Type in the Company name and Address (this is required and will be added to each Campaign that you send out).  Click on the “Add” button,

List Info Page

*** You can also use previously used addresses by clicking the drop-down right above the “Add” button ***

Previous Address Used

Once added, your new list will be in the system.  You can now Add subscribers one by one or Import a group of subscribers into the new list.

List Manager

 

Importing Subscribers

To populate your lists with subscribers, you can use three methods:  Import directly from a File, Copy & Paste the subscribers, or use an external source. You can Add/Import new subscribers by going to the Subscribers page.   Click on the Subscribers tab along the top, then click the “Import” button at the bottom, or “Import Subscribers” button on the right.

Subscribers Page

On the Import Subscribers page, choose your file and the lists you want to import into. Then click “Next”.

(Alternatively, you can Copy & Paste your subscribers, or choose an External Service to connect and import from. Please refer to the Importing Subscribers tutorial for a more detailed guide to importing.)

Import Page

Once imported, your subscribers will appear under each list that they are a part of:

List Subscriber

Sending campaigns

Once you have your created Lists and imported Subscribers, you are ready to send campaigns! Click on the “Campaigns” tab along the top, and then click the “Create a new Campaign” on the right or the “Create New” button at the bottom.

Campaigns Page

For simple, one-time campaigns, choose “One-Time Campaign”.  Other types are Auto Responder, RSS, Subscriber Date Based, Split Testing, and Text-Only.

Provide an internal name (this name only appears internally – you’ll have the option to provide an email subject later).  Click Next.

Campaign Name and Type

Next, choose the list that you’d like to send the campaign to.  Click Next.

Campaigns List

The next step lets you choose your Template. Choose from a blank Template (start from scratch), or a stock Template.  All of your templates will appear here (if you create your own templates, they will appear here also). Click Next.

Template Select

Once you choose a template (or blank email), you will be able to edit the message contents, as well as Subject, From, and additional email headers:

Message Editor

When you are ready to save your email message, hit “Next” or “Save” along the bottom.

After hitting “Next,” you will be on the summary page.  Hit “Send Now” to initiate the campaign sending process.

Summary Page

Your campaign is now sending!

 

Viewing Reports

Once a campaign has sent, you can view reports to see the different statistics on the campaign.

You can view the following stats on the Reports page:

  • Opens/Unopens
  • Forwards
  • Links clicked
  • Bounces
  • Unsubscriptions
  • Updates
  • Social Sharing

To view a Report for a particular campaign, click on the Reports tab and then click on the “View Reports” button for the particular Campaign that you want to view.

Reports Page

Below is a sample view of a Campaign Reports Page.

Campaign Report

In addition to viewing Statistics on your campaign, you can also print, resend, export, or share your campaign reports:

Share Reports

 

Integration

Lastly, you may wish to include subscriber integration on external websites or your Facebook page. You may even want to use a QR Code to direct subscribers to your Subscription page.  You can do all this through the Integration page.  You can create and embed subscription forms directly on your own website or Facebook page.

Click the “Integration” tab along the top, then the “Create New Form” button:

Integration Page

Add a Form Name (for internal use only – this will not show up on your webpage), and choose the list this from will apply to.  Click OK.

Form Name

Build your form using the drag & drop editor.  Click on a field on the left to add it to the form and drag it to the position you wish to place it on.  Click save when you wish to save your form.

You can customize your Subscription even further by clicking the “Theme &style options” tab and choosing a theme.

There are also other settings that you can configure such as the subscription confirmation page, subscription error page, opt-in email, and selections.   You can configure this by going to the “Opt-in confirmation email” Tab and/or the “Form Settings” Tab.

Form Edit

For integration with Facebook and/or your wesite and for QR Code generation, click on the “Integrate with your site” Tab.

To integrate your subscription form with your website, click the HTML code inside the Embeddable HTML box.  Press Control+C to copy the code.  You can then paste this code on to your website.

Embed HTML

To integrate with Facebook, click on the “Add to Page” button.

Facebook Integration

A page will pop-up from Facebook.  Choose from the drop-down the page you would like to add the Subscription form to. Then, click the “Add Page Tab” button. This will add the subscription form as a tab on your Facebook Page.

Facebook Permission

You can also share a link to your Subscription form on Facebook, Twitter, or Google+.  Click on the “Social Sharing” tab and choose and click the Social Sharing button you wish to share on.

Share More

Additional Information

Please contact us at support@netonboard.com or call us at 03-20584799


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