Tutorials are both in video format and text and pictures walk-through as well.
Please start on VIDEO 1 below and follow the order of the steps for easy setup.
Scroll past the videos to see the text and pictures walk-through.
HINT: When setting up the sections of your account you will see a help-box pop-up by placing the cursor in any field box.
You will need to do the following steps to create a list and send campaigns:
Some Topics Covered On This Page:
Create a list
Get your form codes
Create A Campaign
Customizing Email Sign Up Fields
Single/Double opt in
Setting up an automatic redirect from your landing page
Add a pre-header
The template builder
Schedule the email to be sent
Setting Up Your Autoresponder Sequences
Editing built in pages
Create a list
1: Create a list. See video here
2: Get your form codes for that list. Put that formcode on your websites or provide a link to your sign up form. See Video Here
3: Collect your subscribers via your signup links or forms on your webpages.
After this you can email your subscribers using campaigns.
1: Create A Campaign. See Video Here
Some Optional Advanced Options
1: Customizing Email Sign Up Fields. See Video:
HERE IS A DESCRIPTION OF THE EMAIL LIST AND CAMPAIGN CREATION IN TEXT AND PICTURE FORMAT FOR ADDITIONAL HELP.
1 [sta_anchor id=”list”]Create your first list[/sta_anchor]
Click “Create your first email list”
Enter the general data required
You will see a help box as you fill in each field that gives you useful information. Make sure the from email and reply email are correct, it will be defaulted to the email you used to sign up but don’t worry if you don’t have the email you want to use, this can be added later
[sta_anchor id=”opt”]Single/Double opt in[/sta_anchor]
By default we require double opt in since single opt in doesn’t send a confirmation email which is now a CAN_SPAM Violation. Double opt in requires your subscriber to confirm before being added to your list which protects you from account suspension due to spam complaints.
Subject can be whatever you like and this is added to each campaign
Notifications can be sent to inform you of any new subscribers and any unsubscribers and you can select to use this. Once you have more than 1 list you can set various other actions such as
OPTIONAL [sta_anchor id=”segment”]Create Segments based on Subscriber Actions[/sta_anchor]
Once you have created at least two different lists you can set the subscriber actions below so, for example, say you have a prospects list and a buyers list you would set the action here to unsubscribe from the prospects list when a customer subscribed to the Buyers list.
These details are pulled through from the account profile you created when you first got access to the app. Once again these details are now mandatory according to CAN-SPAM law. If you want this list to be sent from a different sender or company you can simply add the new details here
Click save and the list has been created
3 [sta_anchor id=”subs”]Adding Subscribers[/sta_anchor]
You can add subscribers via sign up forms or your subscribe URL. As well ADVANCED MEMBERS can import a list.
[sta_anchor id=”codes”]Creating your first opt in form[/sta_anchor]
From the overview screen click on [sta_anchor id=”fields”]custom fields[/sta_anchor], you will see we have added 3 by default and these are
You will see email is required and cannot be removed but the other 2 fields are not compulsory and can be removed if not required.
If you only want to collect email you would delete the other 2 fields and click save
If you want to collect first name and email you would delete last name
By default, the email field is shown as field 1, if you want to display the first name first followed by the email field you need to select the order of each field in the sort order box on the right-hand side
To get the html code to add to your landing page click on the quick links tab
Select list embed forms
Copy the whole of the code from <form action to </form>
Paste this in to your landing page and you are ready to collect subscribers
[sta_anchor id=”redirect”]Setting up an automatic redirect from your landing page[/sta_anchor]
Click on quick links
Select List pages
On the top right click on the link “Select another list page to edit”
Select “Subscription confirmed”
Scroll down the page and you will see a box to paste in the URL of the page you wish to redirect your subscriber too
Click save changes
[sta_anchor id=”campaign” unsan=”Campaign”]Creating your first campaign[/sta_anchor]
Click on “create your first campaign”
Enter your campaign name
Choose the type of campaign you want to send, regular is a broadcast type message which can be sent immediately or queued to send later and autoresponder message is a follow up message to send in a sequence over a period of days or months
Select the list you wish to send the message to and click save and next.
In the campaign set up screen you will see the fields are filled in with the default information you added in the profile section.
Add your subject
In the campaign options section, you can select the tracking options you want to collect
You can select to track emails that are opened and clicked once they are opened
[sta_anchor id=”header”]You can and should add a pre-header[/sta_anchor] – this is a short summary text that follows the subject line when your email is delivered in to the inbox
Many mobile, desk top and webmail clients provide this to tip you off about what’s in the email before opening it.
A really useful feature is the ability to send a campaign only to people who opened or clicked previous emails and also to people who didn’t
You can select 1 or more than 1 previous campaigns
This is especially effective to increase conversions and ROI sending your 2nd message only to the people who didn’t open the previous emails and it also keeps your subscribers happy along the way because they don’t get duplicate emails
You can also send to a segment of a list and set the number you want to send to and you can select to randomize this so the number you want to send to are from a cross section of that list
Once you have checked all of the fields click save and next.
[sta_anchor id=”template”]Creating your email newsletter[/sta_anchor]
The default screen you will see is the HTML editor. You can toggle the template builder to drag and drop premade sections to create an email.
Click the “Available Tags” link in the editor to copy and paste the tags to your campaign
[sta_anchor id=”spam”]To be spam compliant[/sta_anchor] we must add your company details and an unsubscribe link to every email. TIP: The FOOTER section in the TEMPLATE BUILDER already contains them.
You can select a pre-made template from your saved templates by clicking change/select template (or go to gallery and import a template to your saved templates)
The template opens up in the editor….
Edit your emails text, pictures, etc. and save it.
Then send a test email to yourself to check all is well.
The link to do that is at the top right of the template.
Click “save and next” to schedule the email to be sent
To set the date/time for a regular email click the date field and set the date/time to send which can be immediately or at a time in future using the calender feature
TIP: To send immediately just go to SEND Campaign at the bottom of the page. Don’t bother setting a time – it will go out right way.
[sta_anchor id=”sequences” unsan=”Sequences”]Setting Up Your Autoresponder Sequences:[/sta_anchor]
This is the option to send multiple emails to the same person (or lists) over time.
Generally, you will send daily or weekly emails but you do have the option to send at different periods as shown.
So first create a new campaign and select AUTORESPONDER as the type
SAVE AND NEXT – then fill in the campaign details:
Continue to edit your template – here we see the TAGS menu with required tags:
And the first message is ready with the proper tags added:
[sta_anchor id=”time”]SAVE AND NEXT[/sta_anchor] takes you to the confirmation page where you set the date and time – usually the ACTIVATE AT field is left at the current time and the AUTORESPONDER EVENT set to AFTER-SUBSCRIBE.
The AUTORESPONDER TIME VALUE should be 0 so the first message will go out as soon as the subscribers signs up.
Continue on and finish up with that campaign, then create a new autoresponder campaign to the same list
When you add the second email you will set the time value to 1 and that email is sent 1 day after
(You can also set the exact time for each email to be sent if you wish.)
You will see the autoresponder messages in your AUTORESPONDERS lists.
RECAP: Adding further emails to the autoresponder
TIP: Make a note of the date/time you created the first email autoresponder and activated it.
Create the follow-up emails in the same way as the first email autoresponder campaign
When you get to the activate screen change the date/time to the original email message so all follow-ups will go out using the first email as the starting date.
Set the time interval to 1 if you want to send daily/weekly based on the time unit you choose and repeat this process for additional emails making sure to set the date and time to the original date/time
[sta_anchor id=”pages”]Editing built in pages[/sta_anchor]
We have provided 11 pages that are automatically sent based on certain events
You can view all of the pages from this list and make any edits you wish, click save and the pages are saved with your content.