OpenEMM - The Basics
Introduction to the OpenEMM
Functions of the OpenEMM
Overview: This is how the modules interact
Handling - Navigate through OpenEMM
Starting the OpenEMM
Navigation bar and mailing elements
Online Help
Mailings - Sending out newsletters
What is a mailing?
Create, edit and send mailings
Creating a new mailing
Create new mailing using the wizard
Entering basic mailing data
Selecting target groups
Linking target groups
Entering further mailing data
Saving a new mailing
List existing mailings
Show template data
Copying a mailing
Inserting content
Creating text and HTML modules
Using graphic elements
Sending file attachments
Sending normal file attachment
Using trackable links
Create a link in the HTML version
Create a link in the text version
Create trackable and non-trackable links
Click summation for trackable links
Creating customized mailings
Inserting AGNITAS-Tags
Form of address - Individual greetings
Overview of AGNITAS-Tags
Dynamic content generation
Testing and sending a mailing
Preview - For in-depth checking
Sending out test mails
Send mailing
Fullview: Always display HTML mails correctly
Automatic date-based mailing - an example
Templates - Re-usable text modules
What are templates?
Creating a new template
Entering basic template data
Entering further template data
Saving and copying templates
Further details for creating templates
Deleting a template
Using text modules
Inserting a text module using AGNITAS-Tags
Dynamic text module
Using templates
Archives - Grouping mailings
What are archives?
Managing archives
Create a new archive
Display and amend details
Deleting an archive
Assign mailing to a archive
Assign existing mailing
Assign new mailing
Statistical evaluation
Recipients - Managing customer data
More than just e-mail addresses
User-defined fields
How do recipients get into your database?
Managing recipients
Show recipient profile
General information
Other profile data
Mailing lists and recipient types
Edit recipient profile
Create new recipients
Creating administrators and test distribution lists
Deleting a recipient
Searching for recipients
Searching for fields
Field drop-down list
Drop-down list for relational operators
Combining search rules
Searching for mailing lists
Search by target-group
Search by recipient type
Search by recipient status
Import function for recipient data
Import dialog structure
Creating a new import profile
Determining the CSV-file settings
Determining the process settings
Handling with duplicates
Settings for e-mail and gender
Manage columns
Managing a profile, deleting a profile
The import assistant
Assigning the CSV columns to the database columns
Selection of mailing lists
Error handling
Importing the CSV-file
Export function for recipient data
Blacklist - Do not mail
Forms of salutation
Statistics - To gain a broad view
What are the available statistical functions?
Mailing statistics
Heatmap
Comparing target groups
Feedback analysis
Comparing mailings
Domain statistics
IP statistics
Recipient statistics
Detailed recipient statistics
Exporting statistical data
Target groups - Dynamic filters
What is a traget group?
Creating and managing target groups
Search rule setup
List split using MOD
IS and NULL or NOT NULL
Date functions
Combined search rules with brackets
Create a mailing list from a target group or delete recipients
Copying of target groups
Mailing lists - Managing list subscription
What is a mailing list?
Creating a mailing list
Modifying a mailing list
Deleting the recipients of a mailing list
Deleting a mailing list
Sites & Actions
Forms - Recipient management
What is a form?
Forms
This is how forms work
Managing forms
Example form: Amend a profile
Creating a new action
Creating a form to display data
Creating a form to save data
Calling up a form
Example form: Opt-in
Creating a new action
Creating a form to enter data
Creating a form to save data
Calling up the registration form
Example form: Subscribing with double opt-in
Create an action-based mailing
Creating new actions
Creating new forms
Calling up the registration form
Sending the last newsletter just after subscription
Example form: Unsubscribe
Creating a new action
Creating new forms
Calling up the unsubscribe form
Advanced form layout
Drop-down list instead of entry field
Creating a HTML form dynamically
Maintain recipient's profile with actions
What are the special features of the OpenEMM?
Extending recipient's profiles
Planning fields properly
Creating new fields
Deleting existing fields
Defining actions
Managing actions
Action: Changing recipient profile
Action: Triggering an action-based mailing
Action: Including a script in an action
Linking actions and trackable links
Closed-loop marketing
Editing recipient profile
Defining actions
Connecting links to actions
Automatic mailing - An example
Creating a follow-up mailing
Defining actions
Creating a basic mailing
Content Manager
What is Content Manager?
Module types
Show available module types
Create a new module type
Entering basic data
Saving and copying module types
Adding contents to a module type and saving it as a content module
Deleting a module type
Content modules
Show available content modules
Creating a new content module
Entering basic data
Saving a content module and assigning it to a mailing, copyin a content module
Deleting a content module
CM categories
Create a new CM category
Assigning a content module to a CM category
Deleting a CM category
CM templates
Show available CM templates
Editing CM templates
Uploading new CM templates
Using CM templates in mailings
Administration - Configuring the system
Managing profile fields
Users
What are users?
Creating a new user and changing password
Assigning user rights
Bounce-Filter
Subscription via e-mail
Automatic update of OpenEMM
User log
Plugin Manager (only for license users)
The plugins at a glance
Installing and activating a plugin
Deactivating and uninstalling a plugin
Appendix A: AGNITAS-Tags

Manual as PDF


© 2013 AGNITAS AG