| Electronic Manual - MailingStar
/ MailingStar plus
© SunnyScript - www.sunnyscript.com |
| Table of contents | |||||||||||||||||
Smart
tip: This handbook is also designed to be printed... set your
printer's page orientation to landscape format, so there is enough space
to place hand-written notes on the left and right margin easily.
|
| Overview about successful mail marketing |
| Newsletters & Co. ... |
|
Why are newsletters essential for my company ? Sending regular newsletters to existing and prospective clients will bind them to your company and product labels. In this way, people have always up-to-date product and service information and remember to your business for their next buying decisions. Newsletters are also suited to improve internal communication streams within companies, e.g. by publishing a regular business mailing keeping employees informed about latest developments. Is there anything I have to take care for newsletters ? Never send too many mailings; your newsletter should stand out and it surely doesn't when reached daily; it mainly depends upon your product range and company structure. In short: High product (or customer) fluctuation -> more mailings. It is very important to do mailings regularly and in an "eye-catching" way. And it's also recommended to use always the same content structure (headers and footers) as well as a clear, understandable layout (e.g. table of contents, strong headlines). Another point is the used style of writing: This mainly depends upon your target group and customer structure ("Hey folks, we have new cool stuff to check out" may not work for conservative business people). No one will read a mailing containing tons of text; take care to summarize long text blocks to short ones and provide links to your website where more detailed information should be available (use effectiveness tracking of MailingStar to log user activity). If you are unsure about the layout of your newsletter, why not checking your competitor ones ? Of course, they also don't have invented "the solution", but sometimes doing so is a source of inspiration for own ideas. And (probably most important) ask yourself whether you would like receiving your own newsletters or just find them boring. How to attract people signing-up for my newsletters ? The easiest way is to collect e-mail addresses from your customers (if you are unsure, you may invite them to join your mailing list instead of doing subscriptions without their knowledge). Also don't miss to add the possibility to subscribe directly on your website. MailingStar can be easily integrated into an existing website keeping your original layout by using simple HTML forms - this will attract surely many people to join. MailingStar plus offers the feature to import address lists and to grab new e-mail addresses from websites being invited or added directly to mailing lists (please refer to the chapter "Helpful hints and technical reference" for legal notes). How to make my newsletter more interesting ? Well, the possibilities are endless and mainly depend upon the type of your business and target groups. But it is a good idea to offer some kind of discounts for products / services exclusively for subscribers (e.g. buy one, get one free). And why not allow a "view
behind the scenes" by showing how your products are made or providing related
news and business information. You can also build a series ("Next time
we tell you more about..."), which makes your newsletter being an event.
|
| Beginner's questions... |
|
What is a mailing list and how to create it ? A mailing list is used to group people with same interests and comes with its own mail settings and preferences; mailings can be sent either to one single list or multiple mailing lists at once. What is the subscriber lounge ? The subscriber lounge provides an interactive platform for your existing subscribers (members of mailing lists) to check and edit their current subscriptions, change their profile data and much more. Additionally, the subscriber lounge is also the right place for people who are interested in your mailing lists. They just need to register first and can then join any of them. The registration procedure may be moderated, depending upon your settings. For subscriptions accepted directly from websites, MailingStar provides a "quick subscription" feature without prior registration (in this way, a standard profile is created automatically). What is a profile and does each subscriber need one ? Yes, it is necessary. Each profile contains all information about the concerned subscriber (like the e-mail address, subscribed lists, language preferences as well as additional personal data). Opt-in, opt-out, permission marketing - what in postage stamp's name is this ? MailingStar uses a special opt-in verification scheme to prevent that anyone else than the original e-mail address owner can subscribe to your mailing lists by requiring a separate confirmation. And once an e-mail address is subscribed, its owner should have the chance to unsubscribe again (opt-out) either by managing the concerned subscription profile online or clicking at a special link within received mailings. Permission marketing summarizes both: People subscribed to your mailing lists are aware about this fact (opt-in) and able to unsubscribe at any time (opt-out). This is a legal requirement in many countries, fulfilled by MailingStar in all aspects. By
the way: You can freely decide by yourself how (and if overall)
to use opt-in/opt-out methods. Please refer to the following chapters for
more detailed information.
|
| Administration panel | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
The administration panel is a convenient way to work interactively with MailingStar. You can start the admin panel by calling admin.cgi with your favorite web browsing software:
How to access the subscriber
lounge (registered members area, user registrations):
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Admin menu... | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
This screen allows the following actions:
The top menu line provides
additional selections (depending on the current system status):
|
| Mailing list management | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Edit MailingStar parameters... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
First of all you must configure basic system settings which take effect to the behavior of the software. Click on the button "Edit MailingStar parameters" when you're in the admin menu. General settings:
Leads logging settings:
Security settings:
* Usage note: An unsubscription confirmation for people managing their accounts via the subscriber lounge is not required, because unsubscriptions can be only made after specifying the correct password (moderate such profile changes instead of). Invitation mailing default settings: Invitations are suited to
ask users to become members of your mailing lists (please refer to the
next chapter for details).
Subscription manager layout: By modifying these settings,
you can take influence to the top menu line shown within the subscriber
lounge.
Data maintenance: Each time data maintenance
runs, the following actions are performed:
Important
note: Executing data maintenance is required and needs "fork"
function to be enabled (see "System parameters"). If it is disabled due
to technical limitations of the server, please follow instructions below.
Data maintenance with disabled "fork" function: Schedule the file cron_run.pl (the file is located in the software directory of MailingStar) to be ran regularly by your server (recommended scheduling: each hour). You may use Cron or your server's scheduling tool in order to manage this task. Technical note: Even when starting data maintenance in this way, ensure to fill in the parameters above. By the way: If you are new at scheduling server actions, please contact your webhoster for details or refer to available literature. Alternatively you may use the Cron editor we provide (call cron_edt.pl from the command line, e.g. "perl5 cron_edt.pl"). Data maintenance - auto-blocking of invalid e-mail addresses: This feature is explained in the chapter "Advanced features in detail". Automatic mailings: This feature is explained
at the part "Automatic mailings".
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Supported languages - overview... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
How does the language selection work ? MailingStar is able to handle a primary and secondary language preference for each profile. So you can provide information in different languages automatically sent to the correct recipients. Depending upon their language settings, MailingStar decides which subscribers of a particular list will receive your mailing; in this way, one list can host profiles with individual language preferences. We have prepared a list of commonly used languages you may modify, delete or expand according your needs. Our system supports as many natural and artificial languages as you like. How to create a new language entry: Type in the abbreviation of the new language (e.g. "KL" for Klingon) and click on the button "Create new". Also add this code to the "Selectable languages" parameter (above on the same screen) to make the concerned language available for selection. How to edit / remove a language entry: Select the language from the list, click on "Delete" or "Edit" and follow the provided instructions. Usage note: Instead of removing a temporarily unwished language completely from the system, use the parameter "Selectable languages" within "General settings" (see previous part of this chapter). How to change the sorting of languages: Select the one you wish to move around and click on either "Move up" or "Move down" button to change its position (this affects the language's position within the subscriber lounge). How to disable language feature: Either delete all languages
from "Selectable languages" within "General settings" part (recommended
way) or remove the fields primary_lang
and secondary_lang
from the table of registered users (be careful when doing so).
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Supported languages - available settings... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Language identification:
Charset settings:
Charset conversion: You can perform character
conversion for each language: Characters represented by hexadecimal codes
(source) are converted into others also specified as hexadecimal values
(target).
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Mailing lists - creation and maintenance... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Table of mailing lists (see main admin menu): This database contains information about all mailing lists currently available. Each mailing list can have individual settings to control its behavior, so you are able to manage completely different lists with one software installation. Add a new mailing list: Click on "View/Add/Update/Delete lists" when you are in the main admin menu to see all existing lists. Now click on "Add" in the upper right corner of the screen. Usage
note: Most of these parameters are pre-defined with standard
values for your convenience.
* These default parameters can be individually modified for each mailing job (see next parts of this chapter). Values here are used as standard ones for time-saving purposes. Edit or remove a mailing list: Click on "View/Add/Update/Delete lists" when you are in the main admin menu. You see all mailing lists currently available. Now search for the desired list and click on a linked column (e.g. list name) and select "Edit" or "Delete" shown on the upper right corner of the screen. Just follow the instructions appearing now. Important note: Once a list is removed, it cannot be recovered - so please be careful. Technical note: Profiles are automatically updated in the case of list modifications and removements. Show subscribers of a mailing list: When browsing through the
mailing lists, click on "subscribers" at the column "List ID" to see all
subscribers currently available on a particular list. You can then view
a profile more closer for being edited or removed.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Mailing lists - subscriber profiles... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Table of registered users (see admin menu): This database contains all subscriber profiles currently existing on the system. A profile is created for each e-mail address subscribed to mailing lists via the subscriber lounge. For quick subscriptions and imported addresses, a standard profile is established automatically by the system. All fields used within this table can be included in registration & update forms on the subscriber lounge to request custom info from your users (doesn't require any template modifications (except mail templates), since pages are dynamically generated). Helpful hint: Add custom fields to request personal information from your subscribers; use as many fields as you like (all field types like input boxes, drop-down lists and radiobuttons are supported). Add, update and remove profiles: You can add new subscriber profiles, update and remove existing ones (e.g. at user request) through the admin panel: Please click on "View/Add/Update/Delete users" when you are in the main admin menu. Click on "Add" (upper right corner of screen) to create a new profile or search for the desired profile you wish to edit or remove, click on a linked column (e.g. first name) and then select "Edit" or "Delete" from the upper right corner of the screen. Helpful hint: Alternatively use the "Quick add" link located at the main admin menu to go directly to the addition form. Default requested settings
for creating a new profile:
The update screen looks similar; additionally it shows the date stamps of profile creation and last update as well as affiliate information (if YourAffiliates or a compatible application is configured for MailingStar). Quick subscriptions, imported addresses and the subscriber lounge: Profiles created by quick subscriptions and import actions are normally not intended to use the subscriber lounge. However for each record a randomly chosen password is set automatically: In this way, it is possible
for such subscribers to use the password reminder to receive their passwords
to the registered e-mail address (then they are able to use the subscriber
lounge instantly keeping security for this type of subscriptions).
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Mailing and invitation manager... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Mailing and invitation manager - overview: Here is the heart of MailingStar - the ability to prepare mailing jobs as well as to schedule and execute them in various ways. Invitations are similar to mailing jobs, however scanner output files or external address databases are used to invite people joining your mailing lists (e.g. through the subscriber lounge or via quick subscriptions). Click on "Mailing and invitation
manager" available on main admin menu. Alternatively you can click on "Job
manager" on the upper left corner of the screen (where available). The
following actions are available for existing jobs:
Technical note: Theoretically it is possible to run more than one job at a time. However since this may slow down the server dramatically, MailingStar will execute jobs sequentially (one job per time) and puts waiting jobs into a queue. Add a new mailing job: Select a mailing list (used
to take over default settings) and then click on the button "Add mailing
job" at the bottom of mailing list jobs. Now you can specify all parameters
for a new job.
If all settings are done, click on the button "Process mailing" to save the job or preview the mailing first. Sample message in TEXT
format (with personalized elements):
Intelligent mail content delivery: The most powerful feature is the delivery of intelligent message parts based on a record's content and "if/then/else" conditions. So a mailing can be written absolutely targeted, which leads to higher response rates and increased user convenience. Important note: This works only with "Personalized" mailing method. "Quick" mailings will ignore intelligent message parts. Each "intelligent message
part" has the following structure:
Usage notes: "if" and "endif" tags are required, while the "else" part is optional. Recurrent tags may also be used. <expression> can contain
these operators:
Format of field values: $fieldname (field names are handled case-sensitive). Sample applications (non-recurrent
tags):
Usage notes: Second sample does not have an "else" tag, which means that a false result will lead into not displaying anything. Should a field value be unavailable (spelling error, non-existing field), then the argument is considered as being empty. Technical note: It is also possible to use HTML and client-sided scripts (like JavaScript) within intelligent message parts. Sample application (recurrent
tags):
Usage notes: Parts in green text belonging together. Do not forget to close all "if" tags avoiding malfunctions. How to perform a test of personal and intelligent mailings: In order to let the system process a sample message, click on the button "Send test message to admin". The system then generates a mailing, which is sent to the administrator under real life conditions. And these default values are used: Numerical = 0; date/time related fields = actual date/time; URLs = http://test.<fieldname>/; e-mail addresses = test@<fieldname>.test; fields in general = test-<fieldname>. Add a new invitation job: Click on the button "Add
invitation job" at the bottom of the invitation job list. Now you can specify
all parameters for a new job.
If all settings are done, click on the button "Add job" to save the job or preview the mailing first. Now you can start the job at the job manager screen (see above within this chapter for details). Advanced invitation possibilities: The invitation feature is intended to allow interested people creating a profile by using the subscriber lounge. However it is a matter of course that you can also forward them to any other destination, like your website containing a quick subscription form or to a page with more information about your company. In this way, invitations
can be made for an individual mailing list or just to welcome people to
visit your website.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Automatic mailings (MailingStar plus only)... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Automatic mailings - overview: Another great feature of MailingStar is the ability to send mailings automatically to each new user. This way is especially suited for any kind of periodicals, like online learning courses. Automatic mailings are handled apart from mailing lists, so it is not necessary to set up one for this purpose. People are just required to create own profiles at the subscriber lounge in order to receive automatic mailings. Important note: Automailings are sent to each new subscriber. So if you wish to manage additional mailing lists without this feature, it is necessary to make two installations of MailingStar (you are required to buy another license for this purpose). Pre-requisite for automatic mailings: Maintenance interval: Ensure that a maintenance interval is specified. Please see screen "Table parameters", "Table automatic maintenance". Recommended range: 3600 to 43200 seconds (1 to 12 hours). How to add an automatic mailing: Click on the button "Edit MailingStar parameters" when you're in the admin menu and go to the section "Automatic mailings". Type in the name of the automatic mailing entry (e.g. "First lesson") and click on the button "Create new". At the following screen,
specify the mailing's content; please refer to "Add a new mailing job"
for details.
If all settings are done, click on the button "Save parameters" to finally set up the automatic mailing. By the way: Automatic mailings also supporting personalized mails (filled with data from registered users table) as well as intelligent mail content delivery. For more details, please refer to the part "Mailing and invitation manager". How to edit / remove an automatic mailing: Select the mailing from the list, click on "Delete" or "Edit" and follow the provided instructions. How to change the sorting of automatic mailings: Look for the one you wish
to move around and click on either "move up" or "move down" to change its
position in the list.
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Advanced features in detail |
| Manage system tables - overview and applications... |
|
Overview: The system tables contain system related data, like subscriber profiles, mailing list settings, archived mailings, history info for list changes and effectiveness tracking. All system tables can be searched and modified according their specific applications. You can access the system tables from the main admin menu. For each table, different selections are available. Usage note: All modifications made to these tables take immediately effect to the subscriber lounge. Since most of these actions cannot be recovered, please be careful when altering data. Table of registered users: Please refer to the chapter "Mailing list management" for a close description of this table. Moderate user actions: If you have set permissions to moderate new profile creations (subscriptions) or changes in profiles (e.g. unsubscriptions or modifications), you can use the link "Moderate user actions" to approve or decline modification requests made by subscribers. Technical note: Quick (un-)subscriptions cannot be moderated (use the security settings instead of). Technical note: If you wish to modify records that are currently in moderation queue, mark the button "Remind to update" when approving these records. On the moderation result screen, you |