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Campaign Commander™ Shanghai © 2010 Emailvision. All rights reserved CAMPAIGN COMMANDER™ ADVANCED TRAINING MANUAL The Global Leader in Training for Email Marketing

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Page 1: Shanghai advanced manual eng for print

Campaign Commander™ Shanghai © 2010 Emailvision. All rights reserved

CAMPAIGN COMMANDER™ADVANCED TRAINING MANUAL

The Global Leader in Training for Email Marketing

Page 2: Shanghai advanced manual eng for print

Campaign CommanderTM Shanghai Copyright © 2012 Emailvision. All rights reserved.2

EMAILVISION CUSTOMER SERVICE

US - New York.....................................Phone +1 (212) 257-6018US - Denver........................................Phone +1 (303) 296-9966US - Waltham......................................Phone +1 (781) 966-2800UK - London........................................Phone +44 20 7554 4500UK - Bristol..........................................Phone +44 117 943 5800UK - Southampton.............................Phone +44 2380 119 119France................................................ Phone +33 1 41 27 27 17Germany - Hamburg......................... Phone +49 40 30603-0Italy..................................................... Phone +39 02 64 67 21Netherlands....................................... Phone +31 20 205 0100Belux...................................................Phone +32 2 761 75 75Scandinavia........................................ Phone +46 40 699 72 90Spain...................................................Phone +34 93 412 49 11Switzerland - Geneva........................ Phone +41 22 560 6228Switzerland - Zürich.......................... Phone +41 43 488 3646 Brazil................................................... Phone +55 11 4058 5656China.................................................. Phone +86 021 6171 7380Portugal............................................. Phone +35 1 21 321 020 34Austria................................................ Phone +43 (1)740 40/4810Hong Kong......................................... Phone +852 2681 9000Israel................................................... Phone +33 1 41 27 10 32Canada................................................Phone +1 416 847 1835Mexico.................................................Phone +52 (55) 4739 2145

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EMAILVISION CUSTOMER SERVICE

1. ADVANCED PERSONALISATION .................................................................................................................................... PAGE 4Creating a Switch Statement ............................................................................................................................................. page 4

2. REPORTING ....................................................................................................................................................................... PAGE 9Aggregate Report ............................................................................................................................................................. page 11Bounceback Report .......................................................................................................................................................... page 13Deliverability & Response Report .................................................................................................................................... page 14ISP Report ......................................................................................................................................................................... page 15List Size Trends Report......................................................................................................................................................page 17Member Response Report................................................................................................................................................page 18ROI Report..........................................................................................................................................................................page 20Segment Report................................................................................................................................................................page 21Reflex Report.....................................................................................................................................................................page 22

3. FOLDERS .........................................................................................................................................................................PAGE 25

4. MULTIVARIATE TESTING ................................................................................................................................................PAGE 30

5. MULTI-MESSAGE CAMPAIGNS.......................................................................................................................................PAGE 36

6. TRIGGER CAMPAIGNS ................................................................................................................................................... PAGE 39

7. DELIVERABILITY TOOL ..................................................................................................................................................PAGE 46Generating a Report ......................................................................................................................................................... page 47Message Preview .............................................................................................................................................................. page 49Inbox Preview .................................................................................................................................................................... page 52

8. WEBFORMS .....................................................................................................................................................................PAGE 54

9. DYNAMIC CONTENT BLOCK MANAGEMENT ..............................................................................................................PAGE 62

10. RSS FEEDS .....................................................................................................................................................................PAGE 66

11. EXTERNAL CONTENT ..................................................................................................................................................PAGE 71

12. SMS ................................................................................................................................................................................PAGE 75

WORKSHOPS ......................................................................................................................................................................PAGE 78

Q & A SESSION ....................................................................................................................................................................PAGE 79

FURTHER TRAINING COURSES .........................................................................................................................................PAGE 81

CONTENTS

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1. ADVANCED PERSONALISATIONCreating a Switch Statement

The Switch personalisation allows us to dynamically switch the content of an email order to make it relevant to the individual receiver.The personalisation works by providing different ‘cases’ for each recipient (For example gender=male/female Average Spend=<£100/>£100) based on a specific field in the database. This personalisation provides a different and relevant piece of content for each case.The example below is taken from Sony and shows how the content of the email can be changed depending on the item that was purchased.

You are here: Home AssetsMessage New or Messages|Edit >Message Body Toolbox Message Personalisation Instruction Switch

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1. ADVANCED PERSONALISATIONCreating a Switch Statement

1. ADVANCED PERSONALISATIONCreating a Switch Statement

You are here: Home AssetsMessageNewor Messages | Edit>Message body

To create a switch statement in your email, insert “&&&” where you would like the personalisation to go.

CREATING A SWITCH STATEMENT, STEP 1

1

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1. ADVANCED PERSONALISATIONCREATING A SWITCH STATEMENT

You are here: Home AssetsMessageNewor Messages | Edit>Message bodyToolboxMessage PersonalisationInstruction Switch

Once you have added “&&&” to the correct area of your message, select the Message Personalisation tab in the toolbox on the left of the screen.

CREATING A SWITCH STATEMENT, STEP 2

1

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1. ADVANCED PERSONALISATIONCREATING A SWITCH STATEMENT

1. ADVANCED PERSONALISATIONCREATING A SWITCH STATEMENT

Home AssetsMessageNewor Messages | Edit>Message bodyToolboxMessage PersonalisationInstruction Switch

You can specify the field which the personalisation will be based upon via the drop down menu, which displays the fields in your Campaign Commander™ account. (For example gender, product name).

1 3

2

Once you have clicked on the “Message Personalisation” menu, a new window will open, select the switch tab.

You can also specify the exact case which you would expect to find in the field and the content you wish to be displayed.

Please note: A default case can be provided if a member does not meet any of the specified cases, this should be generic content.

Please note: The content for each case can be as small as a single image or text amendment, or as large as a whole HTML creative.

CREATING A SWITCH STATEMENT, STEP 3

Other types of personalisation are also possible («if,» «switch,» «multiple if,» and «date/time»)

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1. ADVANCED PERSONALISATIONCREATING A SWITCH STATEMENT

CREATING A SWITCH STATEMENT, EXAMPLE

Creating a switch statement allows you to dynamically change aspects of your creative. By default, Campaign Commander™ allows you to create 3 switches, however more can be added if required by simply copying the code which is generated.

The example below demonstrates how a switch statement allows an email to be changed based on previous holiday destinations.

Home AssetsMessageNewor Messages | Edit>Message bodyToolboxMessage PersonalisationInstruction Switch

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1. ADVANCED PERSONALISATIONCREATING A SWITCH STATEMENT

2. REPORTING

Apart from the standard reports available in Campaign Commander™ for each campaign, there are also a number of custom reports which can be generated for your campaigns.

You are here:Reports

Click on the Reports section of the Campaign Commander™ menu.

1

If you click on the Other Reports tab, a window will display an overview of all the available reports as well as those that can be generated.

2

3

4

By clicking on last 10 campaigns tab, you can access the statistics of each of your last 10 campaigns.

By clicking on All Campaigns, you can access the statistics of all of your campaigns. You can also combine several campaigns to display your average statistics.

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2. REPORTING

You are here:HomeReports

Your Campaign Report Gives a quick summary of your campaign.

Social Media Report Displays the number of social shares and opens of your campaign.

REPORTING

Link Results Shows the number of clicks by link.

Day-to-day Response Displays the open and click through rate from campaign start until current date.

When you click on a campaign name, you have the option to see four different reports.

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2. REPORTING 2. REPORTINGAggregate Report

REPORTING, AGGREGATE REPORT, STEP 1

Located under the Other Reports option, the aggregate report allows you to quickly view the overall results for a selection of campaigns (prospective campaigns, B2B campaigns, etc.).

You are here:HomeReports Other ReportsAggregate

Select the campaigns you would like to produce a report on. Choose two or more campaigns.

In Folders, you can organise your campaigns, messages and segments.

3In the Date Range option, you can select campaigns within a certain time period.

4

2

1

After you have selected your campaigns using the green arrow, click submit.

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2. REPORTINGAggregate Report

REPORTING, AGGREGATE REPORT, STEP 2

Once the report has generated you will be able to post the statistics for each campaign as well as the average statistics for all campaigns.

You are here:HomeReports Other Reports Aggregate

After you create the report, go to the Archives screen to see all completed and processing reports.

1

2

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2. REPORTINGAggregate Report

2. REPORTING Bounceback Report

REPORTING, BOUNCEBACK REPORT

The bounceback report is located under the tab Other Reports and is used to view the statistics of your bounceback message (registration confirmation messages, for example).

You are here:HomeReports Other Reports Bounce back

Select the campaigns you want to see results for.

1

You can see the number of emails sent, the open rate, percentage of click throughs, unsubscribed and complants.

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2. REPORTING Deliverability & Response Trends Report

You are here:HomeReports Other ReportsDeliverability and Trends

In the above graph is a display of the number of emails sent per month. Below, is a line graph showing the recipients’ response, including the number of opens, click throughs, unsubscribed, and complaints.

Click here to view a single monthly report.

1 2

REPORTING, DELIVERABILITY & TRENDS REPORTThe Deliverability & Trends Report is located under the tab Other Reports. This report displays your deliverability and customer response statistics.

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2. REPORTING Deliverability & Response Trends Report

2. REPORTING ISP Report

You are here:HomeReports Other ReportsISP

Click on New ISP report to generate a new report.

1

REPORTING, ISP REPORT, STEP 1The ISP Report is located under the tab Other Reports. This report shows your campaigns’ statistics according to each Internet Service Provider (ISP) which were targeted for the given campaign.

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2. REPORTINGISP Report

You are here:HomeReports Other ReportsISP

Name your report in the field provided.

1

2

Select the type of campaign (Standard, Multivariate Test, Multimessage, Trigger), then select the name of the campaign.

3Click to create your report.

REPORTING, ISP REPORT, STEP 2

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2. REPORTINGISP Report

The graph shows the number of active members, unsubscribed, and hard bounce quarantines.

You are here:HomeReports Other ReportsEvolution of your list

2. REPORTINGList Size Trends Report

REPORTING, LIST EVOLUTION REPORT

The List Evolution report shows the categories available in your database (valid, quarantined, and unsubscribed addresses).

1

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You are here:HomeReports Other ReportsMember Response

2. REPORTINGMember Response Report

1

2

REPORTING, MEMBER RESPONSE REPORT, STEP 1

A member response report shows the activity of a selected member.

Type the email of the member whose activity you wish to display in the field provided.

Click to generate your report.

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2. REPORTINGMember Response Report

You are here:HomeReports Other ReportsMember Response

The member’s activity will be displayed in the space below. These reports can be generated according to month or by campaign.

1

2. REPORTINGMember Response Report

REPORTING, MEMBER RESPONSE REPORT, STEP 2

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You are here:HomeReports Other ReportsROI

2. REPORTINGROI Report

REPORTING, ROI REPORT, STEP 1

An ROI report gives you statistics related to the Return on Investment. This includes the percentages of emails sent, delivered, click throughs, conversion rates, purchases and average value.

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2. REPORTINGROI Report

REPORTING, SEGMENT REPORT, STEP 1

A segment report allows you to analyse your campaign based on different segments.

1Click on the report name to see your statistics according to the different segments and values.

2. REPORTINGSegment Report

You are here:HomeReports Other ReportsSegment Report

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2. REPORTINGTrigger Report

REPORTING, TRIGGER REPORT, STEP 1

A Trigger Report allows you to view the results of your Trigger campaigns within a certain date range or according to the rules you have created.

1After click Reports on the side bar, click the Trigger button at the top of the page to see the list of all your Trigger campaigns.

You are here:HomeReports Trigger

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2. REPORTINGTrigger Report

REPORTING, TRIGGER REPORT, STEP 1

2. REPORTINGTrigger Report

1

To create a data range report, click on the name of the campaign and the Data Range Report option will appear.

2

Specify the dates for which you would like to generate your report and click submit.

You are here:HomeReports Trigger

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2. REPORTINGTrigger Report

REPORTING, TRIGGER REPORT, STEP 1

1You can also view the results of your campaign according to the rules you have created for your campaign. Click on the arrow to the left of the campaign name to generate the report .

2Once you arrive on this screen, you will then have the option to see your campaign results rule-by-rule and day-by-day by clicking on the arrow.

You are here:HomeReports Trigger

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3. FOLDERS

FOLDERS, STEP 1

The folders within Campaign Commander™ can be used to archive, group and manage the campaigns within your account.

You are here:HomeFolders

You can create a Folder by clicking on the Folder menu at the left of the screen.

1

2. REPORTINGTrigger Report

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Enter a name for your folder and select save.

3. FOLDERS

You are here:HomeFolders

1

Folders, STEP 2

Folders can be created for particular campaigns or specific messages.

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3. FOLDERS

Select the folder you have created and then choose the elements you would like to add.

3. FOLDERS

You are here:HomeFolders

1

Folders, STEP 3

Please note: You can add the following campaign elements: - Campaign - Segment - Message - Multivariate Test

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You will be presented with a list of all of the created elements within the category which can be added to and removed from the displayed folder.

3. FOLDERS

You are here:HomeFolders

1

Folders, STEP 4

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3. FOLDERS

Once saved, the campaign elements added to the folder will be separated by type and can be managed within the group.

3. FOLDERS

You are here:HomeFolders

1

Folders, STEP 5

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4. MULTIVARIATE TESTING

Testing allows you to optimise the results of your campaigns and achieve the best response from your members.

In a Multivariate test, two variations of a given element of your message are tested on a random sample of your mailing list. You are then able to compare the results and send the more successful message to the rest of the members or let the software make the choice for you.

Parts of the message that can be tested:

• Subject line

• Date and time of send

• Sender (or alias)

• Dynamic content

You can also test two different messages.

You are here:HomeCampaignsMultivariate Tests

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4. MULTIVARIATE TESTING 4. MULTIVARIATE TESTING

You are here:HomeCampaignsMultivariate Tests

To create a Multivariate Test, click New.

1

MULTIVARIATE TESTING, STEP 1

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4. MULTIVARIATE TESTING

You are here:HomeCampaignsMultiVariate TestsNew

Name your Test Campaign in the field provided. Select the control message followed by the targeted segment(s).

1

MULTIVARIATE TESTING, STEP 2

Click on Continue.

2

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4. MULTIVARIATE TESTING 4. MULTIVARIATE TESTING

You are here:HomeCampaignsMultivariate TestsNew

Choose which variable to test:- Subject line- Date and time of send- Sender- Dynamic content block- Message

1

MULTIVARIATE TESTING, STEP 3

For example, for the subject line, choose a title different from the original message and indicate from which sample the messages are sent.

2

Click on Continue.Please note: You can test up to 20 different versions of the same variable.

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4. MULTIVARIATE TESTING

You are here:HomeCampaignsMultivariate TestNew

Once the variables have been selected, you can schedule your test. You can schedule your test for immediate or delayed delivery and select which performance indicator will be used to determine the winning version of the message:

- Number of opens- Number of clicks- Number of social network shares- Number of social network opens- Conversion rate - Purchases- Total purchase value

1

MULTIVARIATETESTING, STEP 4

Finally, choose the send date and time of the winning version.2

Note: The Optisend option allows you to send the winning message as soon as it is determined. In the case of tied messages, verification will take place every 30 minutes in a 24 hour period.

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4. MULTIVARIATE TESTING 4. MULTIVARIATE TESTING

You are here:HomeCampaignsMultivariate Test

MULTIVARIATE TESTING, STEP 5

In the Test archives, you can find your test and click on its name to display its results and see the winning message.

In the case of a manual send, you can send the message of your choice by clicking the button “Schedule,” which appears when you point your mouse over one of the messages.

Please note: If deduplication is activated, it will be applied to the sample segments as well as to the one that will be used to send the winning message.

1

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5. MULTIMESSAGE CAMPAIGNS

You are here:HomeCampaignsMultimessage

1To create a multimessage campaign, click on “New.”

Multimessage campaigns allow you to randomly send your members several versions of the same message.

MULTIMESSAGE CAMPAIGNS. STEP 1

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5. MULTIMESSAGE CAMPAIGNS 5. MULTIMESSAGE CAMPAIGNS

You are here:HomeCampaignsMultimessageNew

Click on “Continue.”

Choose the messages that you want to send (from 2 to 20 different messages).

MULTIMESSAGE CAMPAIGNS. STEP 2

1

2Please note: Each time a new version is added, the sample will automatically update itself so that the sum of the sample will always be 100%.

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5. MULTIMESSAGE CAMPAIGNS

You are here:HomeCampaignsMultimessageNew

By clicking on “More options,” you can access additional settings, dedupe before sending, automatically send statistic report, etc.)

MULTIMESSAGE CAMPAIGNS, STEP 3

Schedule your campaign so that it is sent immediately or at a specified date and time.

1

Click on “Schedule.”

2

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5. MULTIMESSAGE CAMPAIGNS6. TRIGGER CAMPAIGNS

A Trigger Campaign is an automated campaign (or a series of) where the launch is based on a series of rules or triggers.

The Campaign Commander™ Trigger Module allows you to schedule the automated delivery of email and SMS campaigns according to your triggers and rules.

For example you can send welcome messages to new subscribers, birthday emails, subscription renewals and product guarantee offers according to expiration date.

By building a series of trigger rules you can create a lifecycle for each of your members, sending them highly relevant and personalised emails, which will in turn have a higher response rate than your normal campaigns. This is due to the fact that they are sent to the member at a relevant time.

You are here:HomeCampaignsTrigger

Please note: You must create all of the emails before creating the rules within your Campaign Commander™ account.

This screen gives you the option to create a Trigger Campaign or consult your Trigger Campaign archive.

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6. TRIGGER CAMPAIGNS

You are here:HomeCampaignsTriggerNew

Once you have created all of your messages, click on New. Firstly name your Trigger Campaign.

1

TRIGGER CAMPAIGNS, STEP 1

Secondly, specify the member(s) who will be receiving the triggered campaigns and the end date.

2

3 Create a rule for your Trigger campaign by clicking Add Rules.

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6. TRIGGER CAMPAIGNS 6. TRIGGER CAMPAIGNS

You are here:HomeCampaignsTriggerNew

The first step in creating the rule is to select the message you would like to be triggered.

Please note: Ensure you check the “Check segment box”, which will ensure that your messages are only sent to people who are subscribed in your account.

1

TRIGGER CAMPAIGNS, STEP 2

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6. TRIGGER CAMPAIGNS

You are here:HomeCampaignsTriggerNew

TRIGGER CAMPAIGNS, STEP 3

Once the message had been selected the next step is to create a rule.

The rules can be based upon three criteria:

• Trigger a message on a particular day (for example a public holiday).

• Trigger a message based upon a previously sent message (for example a series of messages: Not opened, opened).

• Trigger a message based upon a Date field within the database (for example a birthday).

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6. TRIGGER CAMPAIGNS 6. TRIGGER CAMPAIGNS

You are here:HomeCampaignsTriggerNew

TRIGGER CAMPAIGNS, STEP 4

The rules can be generated within the Date Trigger Rule table.

Trigger a message based upon a previously sent message.

Trigger a message on a specific date (for example a public holiday).

Trigger a message based upon a Date field within the database.

You can also set the specific time the email is sent.

Please note: When creating a Criteria 2 rule you can also specify behaviour properties to target a member based upon a previous action.

1

2

3

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6. TRIGGER CAMPAIGNS

You are here:HomeCampaignsTriggerNew

Your rule appears in the summary. You can add as many rules as necessary.

Please note: Ensure you check the dedupe on send box.

1

TRIGGER CAMPAIGNS, STEP 5

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6. TRIGGER CAMPAIGNS 6. TRIGGER CAMPAIGNS

You are here:HomeCampaignsTriggerNew

Once this has been confirmed you will be taken to the Trigger Archive. You can then activate your Trigger campaign by clicking on the Start button.

1

TRIGGER CAMPAIGNS, STEP 6

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7. DELIVERABILITY TOOL

You are here:HomeDeliverability

Emailvision is collaborating with several partners (ReturnPath, W3C, SpamAssassin) to provide the Deliverability module within Campaign Commander™.

The deliverability module contains two areas which can be used prior to the campaign launch to assess and improve your deliverability rate.

INBOX PREVIEWTrack the deliverability of your campaigns with ISPs and get campaign diagnostic results. This will enable you to see if your message will be blocked or filtered by ISPs.

MESSAGE PREVIEWThis tool allows you to test quickly and easily any delivery and rendering problems that could hinder delivery and decrease your response rates.

• Message rendering report

• Message assessment report

• Spam check report

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7. DELIVERABILITY TOOL 7. DELIVERABILITY TOOLGenerating a Report

You are here:HomeAssetsMessageNewor Edit

To generate a deliverability report for a message you will need to click on the Audit Deliverability button within the message archive or message creation stage.

GENERATING A REPORT, STEP 1

1

Please note: You can build a message preview in two ways: Through clicking the Audit Deliverability button (as shown above) or through clicking message preview found under the Deliverability tab.

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7. DELIVERABILITY TOOLGenerating a Report

You are here:HomeAssetsMessageNewor Edit

Select which type of report you want to generate, inbox preview or message preview, and the language.

If your message contains personalisation, you need to enter an example you would expect to display for a member.

GENERATING A REPORT, STEP 2

2

1

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7. DELIVERABILITY TOOLGenerating a Report

7. DELIVERABILITY TOOLMessage Preview

You are here:HomeDeliverabilityMessage Preview

MESSAGE PREVIEW TOOL, MESSAGE RENDERING REPORT

The message preview tool will assess your message in 3 areas.

The Message Rendering Report will preview your message in over 40 different ISP’s showing how the message renders in the inbox with both the images enabled/disabled and also on mobile devices.

1

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7. DELIVERABILITY TOOLMessage Preview

You are here:HomeDeliverabilityMessage Preview

MESSAGE PREVIEW TOOL, MESSAGE ASSESSMENT REPORT

The Message Assessment Report will check your message for Spam words, spelling errors, HTML coding errors and link integrity all based upon W3C validation.

1

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7. DELIVERABILITY TOOLMessage Preview

7. DELIVERABILITY TOOLMessage Preview

You are here:HomeDeliverabilityMessage Preview

MESSAGE PREVIEW TOOL, SPAM CHECK REPORT

The Spam Check Report will check your message in 11 different Spam filters, providing feedback on possible deliverability problems. It will provide you with a Spam Assassin score based upon the message design and content which can be used to determine your inbox deliverability rate.

1

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7. DELIVERABILITY TOOLInbox Preview

You are here:HomeDeliverabilityInbox Preview

INBOX PREVIEW, STEP 1

The Inbox Preview tool will send your email to 130 ISP’s around the world and inform you of your deliverability rate.

Select New Inbox Preview and choose your campaign on which you wish to view a report from the drop down menu.

1

View past generated reports in the archive.

2

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7. DELIVERABILITY TOOLInbox Preview

7. DELIVERABILITY TOOLInbox Preview

You are here:HomeDeliverabilityInbox Preview

Bulk: Your message has been delivered into the junk folder.

Inbox: Your message has been delivered to the inbox.

Missing: The message was not received (likely blocked by the ISP).

INBOX PREVIEW, STEP 2

Once the report has been generated you are able to view it.

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8. WEBFORMS

You are here:HomeAssetsWebforms

The webform builder allows you to create webforms which can be used to capture subscriber profile data and interface directly with your website. The webform allows you to post the information directly back into your Campaign Commander™ account.

Examples of webforms:

• Sign up registration form

• Update your details/preference centre

• Competitions/surveys

• Unsubscribe feedback form

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8. WEBFORMS 8. WEBFORMS

You are here:HomeAssetsWebforms

The webform builder can be located in the Assets Section of the campaign Commander™ Menu.

1

WEBFORMS, STEP 1

Webforms are used to configure your Campaign Commander account to receive data directly from your own, hosted webforms.

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8. WEBFORMS

You are here:HomeAssetsWebformsNew

Webform Expiration Date The date the form is valid until.

Error Landing Page This is the page where the user will be directed to if there is an error when the form is submitted.

Controls Warning Language Built in validation alerts to ensure member input is correct.

Confirmation Landing Page The page where the user will be directed to once the form has been completed, for example a thank you page.

WEBFORMS, STEP 2

A Webform can be created in 3 simple steps. Select the New option and specify the parameters and properties of the form.

1

2

4

3

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8. WEBFORMS 8. WEBFORMS

You are here:HomeAssetsWebformsNew

WEBFORMS, STEP 3Set the type and field structure.

Webform Types:

• Subscription Webform (allow duplicates) – This type of webform inserts new members into your member list and allows duplicate email addresses. For example a competition where people can enter multiple times.

• Unsubscribe Webform - This type of Webform will unsubscribe members from future email campaigns.

• Update Webform – This type of Webform will update the profile of a member using email as the key. It allows you for example to enhance the database with additional member information.

• Subscription Webform (does not allow duplicates) – This type of Webform inserts new members into your member list and does not allow duplicate email addresses, for example a competition.

• Update Webform with Multiple Keys – This type of Webform updates the profile of a member using several keys, for example e-mail +client ID.

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8. WEBFORMS

You are here:HomeAssetsWebform sNew

Field Name This will be the field in the database where the value is posted once the form is completed.

Display Name This label will be displayed in front of the field that the user fills in.

List of values A predefined list of values for Select and Radio input types.

Default Value A predefined value in a hidden field allows you to flag.

Required This option allows you to specify if the field is mandatory and it will prompt a validation alert if the field is left empty.

Input type This provides a variety of input types to capture member data (Text, Select, Radio, Checkbox, Hidden).

Validation Type Used to ensure member input is valid.

WEBFORMS, STEP 4

Choose and parameterise the fields which will be contained within the Webform.

1

3

5

7

2

4

6

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8. WEBFORMS 8. WEBFORMS

You are here:HomeAssetsWebformsNew

WEBFORMS, STEP 5The final stage of the Webform creation entails specifying if a confirmation or error message should be sent and to whom.

• No Confirmation Email – No confirmation message will be sent.

• User – A message will be sent to the member that completes the form.

• Your Company Customer Service – A message will be sent to a specified email address at your company.

• User AND Your Company Customer Service – A message will be sent to the member that completes the form and a specified email address on your side. (These can both be different messages for example you receive a copy of the form and the customer receives a thank you email.

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7. WEBFORMS

You are here:HomeAssetsWebformsNew

WEBFORMS, STEP 6

After you have created the webform you will be presented with a preview of your form based on the properties you specified in the earlier steps.

From here you can test the functionality and validation rules by completing the form.

Once you submit the form you will be taken to the confirmation page and the appropriate confirmation will be triggered.

Please note: When you post the form it checks against the webform in Campaign Commander™ so the form elements must match. If you make changes, you must make the same changes in the webform builder.

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7. WEBFORMS 7. WEBFORMS

You are here:HomeAssetsWebformsNew

WEBFORMS, STEP 7To extract the Webform code and implement it into your website, choose preview and then select the Webform integration tab.

Webform Source Code: This area contains the Webform source code and can be extracted to customise accordingly and host on your website. This code also contains all of the validation and posting functionality which will allow the data to be sent straight back into your account.

Use HTTP Call Method: This area contains Double Posting code which will allow you to post back information into your account from an already prebuilt form on your website. As well as your own database the code will need to be placed on the confirmation page and the values from the form will need to be passed into the relevant fields.

Webform Tag References: These relevant tags contain all of the properties of your form. If changes are made in the form within your Campaign Commander™ account, they will need to be updated on the hosted version.

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9. DYNAMIC CONTENT BLOCK MANAGEMENT

You are here:HomeAssetsDynamic Content

DYNAMIC CONTENT BLOCK MANAGEMENT, STEP 1

The Dynamic Content function allows you to quickly and easily insert banners into your messages.

To use a block in your email campaign you will need to create a new one within the New screen.

1

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9. DYNAMIC CONTENT BLOCK MANAGEMENT 9. DYNAMIC CONTENT BLOCK MANAGEMENT

You are here:HomeAssetsDynamic Content

DYNAMIC CONTENT BLOCK MANAGEMENT, STEP 2

The block’s content can be in either text or HTML format. It can be used to store static areas which you would have within your emails such as promotional/add banners, company logo’s or T&C’s.

1

Please note: You can insert personalisation, tracked links and external content into a block. Once completed you may also preview your block.

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9. DYNAMIC CONTENT BLOCK MANAGEMENT

You are here:HomeAssetsDynamic Content

DYNAMIC CONTENT BLOCK MANAGEMENT, STEP 3Once you have created a block, you can then reference it in an email.

Insert “&&&” into your message where you would like the block to be inserted and select the Include dynamic content block option in the toolbox.

1

Select the block you would like to insert and click the add button.

2

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9. DYNAMIC CONTENT BLOCK MANAGEMENT 9. DYNAMIC CONTENT BLOCK MANAGEMENT

You are here:HomeAssetsDynamic Content

DYNAMIC CONTENT BLOCK MANAGEMENT, STEP 4

Once the block is inserted, an EMVINCLUDE tag will be placed in your message and it will reference the block in the library.

1

Once complete you will be able to preview your block.

2

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10. RSS FEEDS

You are here:HomeAssetsRSS Feeds An RSS feed is a series of web feed formats used to publish frequent news of information. They allow you to

communicate and create articles of interest on a regular basis which your members can subscribe to.

Campaign Commander™ enables you to publish your email campaigns into RSS feeds which your subscribed members can view; it will also provide you with an RSS address to publish on your website.

1

RSS FEEDS, STEP 1

To create an RSS feed, the first step is to create a category. This category will act as a folder and store all of the RSS feeds you create. You will be able to specify the activity of the feeds stored within the category.

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10. RSS FEEDS 10. RSS FEEDS

HomeAssetsRSS FeedsNew RSS Feed

RSS FEEDS, STEP 2

Please note: Your RSS feed will be given the default RSS logo when a member subscribes to it, unless specified above.

The next step is to create a feed to be stored within the category, which a member can subscribe to.

1

Once you have completed the details, you will need to assign the feed to your created category.

2

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10. RSS FEEDS

HomeAssetsRSS FeedsNew RSS Feed

RSS FEEDS, STEP 3

Once you have created your feed, you will be provided with a URL which can go on your website or in your campaigns which members can subscribe to.

You can also test the RSS feed which will show you how the feed looks and how to subscribe to it.

1

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10. RSS FEEDS 10. RSS FEEDS

RSS FEEDS, STEP 4

From here you will be able to enter an RSS title and description which will allow a member to view the associated message; you can also set the date at which the article will become live.

Please note: The content within the description can range from plain text to HTML code with images, be creative.

To broadcast a message within a RSS feed you will need to enable the RSS feed option at the message creation stage.

1

You can then enter a feed title and brief description which your subscribers will see. This description can be simple text or HTML content.

2

You are here:HomeAssetsMessageNew

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10. RSS FEEDS

You are here:HomeAssetsRSS Feeds

RSS FEEDS, STEP 5 Here is an example of a completed RSS feed, showing both the Campaign Commander™ version and the live version available to members.

The feed and the message feed within Campaign Commander™ are published within the RSS feed.

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10. RSS FEEDS 11. EXTERNAL CONTENT

You are here:HomeAssetsMessageNewor Edit>Message body

EXTERNAL CONTENT, STEP 1

External content is used to pull content directly from a URL into a message on campaign send.

To create and fully utilise the external content module within Campaign Commander™ you must host the content that you would like to pull through into your message, on your website.

Please note: The page you pull through must only contain internal styles (i.e. No reference to an external style sheet).

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11. EXTERNAL CONTENT

You are here:HomeAssetsMessageNewor Edit>Message bodyToolbox|External Content

Within your message you will need to place &&& where the external content will be pulled into your template and click on the External Content Option in the toolbox.

1

EXTERNAL CONTENT, STEP 2

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11. EXTERNAL CONTENT 11. EXTERNAL CONTENT

You are here:HomeAssetsMessageNewor Edit>Message BodyToolbox|External Content

Clicking on the External Content toolbox icon will bring up a window whereby you will need to insert the URL of the hosted page you wish to pull through and then click Generate/Add to Body.

You can also cache the request if all members are to receive the same content.

1

2

EXTERNAL CONTENT, STEP 3

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11. EXTERNAL CONTENT

You are here:HomeAssetsMessageNewor Edit>Message BodyToolbox|External Content

EXTERNAL CONTENT, STEP 4

When you broadcast your campaign, Campaign Commander™ will go to the URL specified within the external content in your message and will pull all of the content from the page to the message.

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11. EXTERNAL CONTENT 12. SMS

You are here:HomeAssetsSMS

SMS, STEP 1

Emailvision works with partners to provide SMS functionality with Campaign Commander™.

The SMS functionality is a subscription based feature, which allows you to send SMS messages to your members.

The SMS module is located under the Assets section and allows you to create your SMS message in one easy step.

1

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12. SMS

You are here:HomeAssetsSMSNew

SMS, STEP 2When creating an SMS message in Campaign Commander™ you must take into account the following properties:

• The character limit for an SMS message is 160 characters.

• The SMS header has a limit of 11 characters.

• Personalisation can be added to the SMS message and will be included within the character limit.

• An unsubscribe statement must be included to allow a user to unsubscribe from receiving future messages, and this will be in the format of a stop code a user must reply with (e.g. reply CLIENTNAME STOP to unsubscribe).

• Each member you wish to send an SMS message to must have their mobile number stored within the EMVCELLPHONE field, containing the appropriate country code (i.e. 44 for the UK).

You can test your SMS message prior to broadcast using the Send Test Message option in the toolbox. Here you have to supply both an email address and mobile number (including the country code) to test your message.

1

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12. SMS 12. SMS

You are here:HomeCampaignsStandardNew

Select your SMS message.

Select your mailing list as normal and select the message type SMS.

SMS, BROADCASTING, STEP 3

2

1

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WORKSHOPS

Workshop 1

MULTIVARIATE TESTING1. Create a Test using two messages

2. Send this to 5% of your mailing list

Workshop 2

TRIGGER CAMPAIGNS

1. Create a Trigger Campaign using 5 rules

2. Rule 1 - Send on 2nd September

3. Rule 2 - Send 1 day after the join date

4. Rule 3 - Send 30 days after the last purchase date

5. Rule 4 - Send 5 days after message 2, send only to recipients who opened the email

6. Rule 5 - Send 5 days after message 2, send only to recipients who did not open the email

Workshop 3

WEBFORMS1. Create an update or subscription webform with 7

questions:

• Email

• Title - Select box

• First Name

• Last Name

• Product - Radio Button

• Monthly Newsletter - Check Box

• Segment - Hidden Field

2. Set a bounceback email to both the user and the customer service team

Workshop 4

RSS FEEDS1. Create a new category called Email Marketing News

2. Create a new feed called Monthly News - Assign this to the category Email Marketing News

3. Add a story to the feed using a message in the archive

4. Test the RSS feed

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WORKSHOPS Q & A SESSION

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Q & A SESSION

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Q & A SESSION FURTHER TRAINING COURSES

LEARN MORE!

Check the Advanced

Training Courses

EMAIL MARKETING WORKSHOPThis essential training course on effective email marketing is for anyone working in an email environment. Find out how to build an email database, a 12 month email plan, how to get your creative right, build a customer relationship and manage your results effectively.

DELIVERABILITYThis course aims to provide a comprehensive understanding of deliverability challenges faced by most email marketers today. Initially you will learn how Spam filtering techniques (used by ISPs, Mailbox Providers and organisations) can affect legitimate email senders. Then you will be taken through creative and data best practices to avoid being blocked and ensuring inbox delivery.

HTML DESIGN & BEST PRACTICEThis course will guide you through the process of designing solid HTML emails. It will help you to recognise common industry mistakes and the importance of conforming to industry standards. This course is focussed on best practice structures of HTML emails and will help you to critique areas of your designs to help improve how your email renders in major ISP’s.You will learn how to design for optimal deliverability and help to maximise customer retention and trust.The course will also provide various examples of HTML emails and coding structures and will review the positives and negatives of these designs.

MARKETING OPTIMISATIONEmail has become the most widely used medium of communication within the business world. Although it is a very powerful revenue generator, marketers should apply some simple rules to get the best results.This course aims to bring real-world best practices to optimise email marketing campaigns, allowing participants to achieve the highest Return On Investment.

TRANSACTIONAL CAMPAIGNSThe Transactional Campaigns course will show you how to build & manage message templates within Campaign Commander™. It will show you how to integrate with your transactional system or database and generate dynamic content via trigger APIs.The course will show you how to use your transactional emails as a marketing channel to up-sell and/or cross-sell.You will learn how to handle notification messages from order and service confirmations, shipment notifications, reservation confirmations and e-tickets, “Available now” notifications, billing and payment notifications. Social networking alert and notification emails will also be covered.

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FURTHER TRAINING COURSES

HTML 4.01 EMAIL DESIGN FOR BEGINNERSThis course is aimed at Marketers who want to learn to create emails in HTML coding language. It provides an introduction to HTML email design and will take you from no knowledge of HTML to creating targetted and stylish email marketing creatives.

LIFECYCLE MANAGEMENTThis course provides valuable insight on the benefits of implementing a customer lifecycle management programme, to maximise customer satisfaction and your ROI. This course includes success stories from our clients as well as a step-by-step guide on implementing this automated programme within Campaign Commander™.

WEB ANALYTICS INTEGRATIONThis course provides information on the benefits of integrating your web analytics software with Campaign Commander™. It will help you to leverage your existing web analytics solution by integrating your email campaign statistics, then send targeted emails using your web analytics data.

API AND WEB SERVICESThis course provides a standard means of interoperating between different software applications, running on a variety of platforms and/or frameworks.Campaign Commander’s API allows clients to integrate with and control the features available in Campaign Commander™ with other in house applications. This course is an introduction to the Campaign Commander™ API and gives examples of how web services can be used.

USER RIGHTS AND WORKFLOW MANAGEMENTThis course outlines the tools which allow extended email marketing teams to dramatically improve productivity, teamwork and delivery time to market.Being able to match your organisations roles for each stage in the campaign creation process within Campaign Commander™ will enable you to effectively manage the campaign process.This course will guide you through how to create workgroups and roles, test your workflow and give you examples of how to use it in practice.

LEARN MORE!

Check the Advanced

Training Courses

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FURTHER TRAINING COURSES

Emailvision USAPhone - New York: +1 (212) 257-6018

Phone - Denver: +1 (303) 296-9966Phone - Waltham: +1 (781) 966-2800

www.emailvision.com

Emailvision UK Phone - London: + 44 20 7554 4500Phone - Bristol: + 44 117 943 5800

Phone - Southampton: +44 2380 119 119 www.emailvision.co.uk

Emailvision FrancePhone: +33 1 41 27 27 17

www.emailvision.fr

Emailvision GermanyPhone - Hamburg: +49 40 30603-0

www.emailvision.de

Emailvision NetherlandsPhone: +31 20 205 0100

www.emailvision.nl

Emailvision BeluxPhone: +32 2 761 75 75www.emailvision.be

Emailvision ItalyPhone: +39 02 36 57 98 40

www.emailvision.it

Emailvision ScandinaviaPhone: +46 40 699 72 90

www.emailvision.se

Emailvision SpainPhone: +34 93 412 49 11

www.emailvision.es

Emailvision SwitzerlandPhone - Geneva: +41 22 560 6228Phone - Zürich: +41 43 488 3646

www.emailvision.ch

Emailvision BrazilPhone +55 11 4058 5656

www.emailvisionbrasil.com.br

Emailvision China Phone: +86 021 6171 7380

www.emailvision.cn

Emailvision Portugal +35 1 21 321 02 34

www.emailvision.pt

Emailvision Austria+43 (1) 740 40/4810

www.emailvision.at

Emailvision Hong Kong+852 2681 9000

www.emailvision.hk

Emailvision Israel+33 1 41 27 10 32

www.emailvision.co.il

Emailvision Canada+1 416 847 1835

www.emailvision.ca

Emailvision Mexico+52 (55) 4739 2145

www.emailvision.mx