| 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.
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| Overview about successful mail marketing |
| Newsletters & Co. ... |
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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.
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| Beginner's questions... |
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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.
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| Administration panel | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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):
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| Admin menu... | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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This screen allows the following actions:
The top menu line provides
additional selections (depending on the current system status):
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| Mailing list management | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Edit MailingStar parameters... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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".
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| Supported languages - overview... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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).
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| Supported languages - available settings... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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).
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| Mailing lists - creation and maintenance... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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.
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| Mailing lists - subscriber profiles... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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).
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| Mailing and invitation manager... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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.
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| Automatic mailings (MailingStar plus only)... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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.
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| Advanced features in detail | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Manage system tables - overview and applications... | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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 can edit them right away (new browser window opens). Table of mailing lists: Please refer to the chapter "Mailing list management" for a close description of this table. Mailing archive: The mailing archive is intended to send previous mailings again to the same or different mailing lists: Just search for the desired mailing and click on the "send again" link to go directly to a mailing job screen with pre-filled fields. In order to view an archived message more detailed, please click on the ID number of concerned message. Technical note: Also attachments will be stored and are re-sent each time a mailing is taken from the archive. For this reason, you may clean the mailing archive regularly to avoid wasting too much diskspace, see next part. Clear the mailing archive: From time to time you may wish to clear outdated mailings. Click on "Restructure" link of the mailing archive part on the main admin menu and then use the table clearance feature to remove all archived mailings. In order to remove just selected entries, click on the ID number of concerned mailing and then select "Delete" available on the upper right corner of the screen. Important note: Removed messages cannot be recovered, so please be careful. Subscription / unsubscription history: The subscription / unsubscription history shows all recently done changes to your mailing lists (via the admin panel, subscriber lounge, quick subscriptions and address imports); the records are sorted by days and list IDs. Data stored in this table is used to generate statistical information (see "additional admin tools" on the main admin menu). Clear the subscription / unsubscription history table: This table is cleared automatically when running data maintenance (screen "MailingStar parameters" screen, setting "Days to store subscription / unsubscription events in log"). Alternatively you can also click on "Restructure" of this table's part on the main admin menu and then use the table clearance feature to remove all entries within this table. However doing so will lead into having incorrect list statistics. Click history: The click history shows all clicks noticed by the effectiveness tracking (refer below in this chapter for more details). It will allow you to get an overview about the click activity (and so the success) of your mailings. Data stored in this table is used to generate statistical information (see "additional admin tools" on the main admin menu). Clear the click history table: This table is cleared automatically when running data maintenance (screen "MailingStar parameters" screen, setting "Days to store clicks in log"). Alternatively you can also
click on "Restructure" of this table's part on the main admin menu and
then use the table clearance feature to remove all entries within this
table. However doing so will lead into having incorrect effectiveness tracking
statistics.
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| Manage system tables - restructure table, table parameters and layout... | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Before you proceed: The following text contains more details about how to modify the system tables. As an experienced user, you can influence MailingStar's system behavior according your wishes. However please note that once modifications were made, they cannot be recovered. In worst case, you have to re-install the software with the risk of losing existing subscriber profiles and list settings. Important note: Before you touch the system tables, ensure that you are familiar with MailingStar. You should also create a backup copy of the entire software installation for later referencing purposes. Restructure system table: Click on "Restructure" of the desired system table. Alternatively you can use the "Restructure" link in the upper right corner of the screen appearing when you are inside of a system table (browse its content). How to add a new or edit an existing field: Go to "New field name", type
in the desired name, select the data type and click on "Create new field".
Otherwise look for the field you wish to modify and click either on "Edit"
or the field name. Now the screen "Field properties" appears:
Important notes: If you edit a system field (all system fields starts with an underline character), some of the settings above may be not available for selection. Don't touch pre-filled settings for system fields; you may negatively affect their behavior. How to change sorting of fields: Look for the field you wish to move around and click on either "move up" or "move down" to change the field's position. This action takes effect to the admin panel and to the dynamically generated subscriber lounge templates (except mail templates). How to delete a field (use with care only): Look for the field you wish to remove from the table and click on "Delete". However, please note that once a field is removed, all related content will get lost and cannot be recovered. By the way: All table parameters are automatically updated and the concerned field becomes removed from these settings. Empty table: Just select the desired options and click on the "Clear data" button in order to clear the concerned table. Please note that once a table (or part of it) is cleared, all related content will get lost and cannot be recovered. Important note: Since all entries of concerned table may get lost, this option should be used with care (e.g. clearing table from test entries before starting to run your mailing lists officially). Table layout parameters: On the "Restructure" screen of concerned system table, there is a button named with "Edit table parameters" which leads you to the table layout parameters screen. Usage
note: The shown table parameters may not be available for all
system tables.
* These are required (and important) fields; double-check them for containing correct values. Search layout parameters:
* These are required (and important) fields; double-check them for correct values. Behavior:
Permissions (exclusively
for registered user table):
Important note: Quick (un-)subscriptions ignores these permission settings. 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 can edit them right away (new browser window opens). Menu layout:
Database script pages headers / Login script page headers: Customize the headlines of generated pages; also usage of images (IMG tags according HTML) is allowed. Table modifications logging: Check this button in order to log all table modifications (add, update and delete records) to TABLENAME.modif.log located in the "data" directory (TABLENAME is replaced with the name of the concerned table). In this way, you are able to manually recover lost data or track IP addresses of users trying to cheat your system. Technical notes: Content of memo / image / binary field types is not logged. Table automatic maintenance:
Data file backing up: What exactly is backup generation ? MailingStar is able to generate backups of its data files automatically to allow restoring them later. Generated backup files (extension .db.bak) are located within the "data" directory. Pre-requisites for generating backups: 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). Important note: The backup update period must be longer than the specified maintenance interval. Enable / disable backup
generation:
Technical notes: In order to disable the backup feature, set "Number of backup files" to 0 or leave it empty. New backups are not generated for unchanged files (since backup already exists). Recommended backup settings: Maintenance interval = 3600;
number of backup files = 4; backup file #1 update period = 6
<TABLENAME>.db.bak1
holds 0 to 6 hours old database content.
<TABLENAME>: Name of the table, concerned backup file belongs to. Retrieve data from backup: If you wish to roll-back a corrupted data file, just replace the original file with the latest error-free backup copy. Before doing so, please ensure that the table definition did not change recently (e.g. by adding new fields). In this case, the table definition needs to be set to the configuration of the data file to restore. Important note: Restoring data files should be managed by an experienced system administrator only. In case of emergency, SunnyScript can provide you with special assistance to professionally handle this task (optional fee-based service). Helpful hint: In order to create a backup of an entire database, you may use the "Download/upload table package" feature. "Password reminder" utility: If a member forgot the password to access the subscriber lounge, it can be re-send automatically by the system at request. This feature can be also
used for quick subscribers (or profiles created during address imports)
to request their automatically generated passwords (to allow them accessing
the subscriber lounge).
Important note: Since the admin password is saved encrypted for higher security, it cannot be restored. See chapter "Helpful hints and technical reference" about information on how to reset the admin password. Templates substitution: If you wish to use your own templates instead of the pre-defined ones, please select your desired templates here (more details about templates are available in the next chapter). "--use default--" will activate the standard template for concerned output. Helpful
hint: If you're unable to find your recently created templates
within the lists, hold CTRL or SHIFT key and click on the "Reload" button
of your browser software to reload the browser window (to replace an old
copy in cache).
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| Quick (un-)subscriptions (direct actions from websites)... | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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What are quick (un-)subscription forms ? The normal way to get subscribed to your mailing lists is to lead the user to the subscriber lounge and let fill in a profile creation form; then the user can log into the lounge and decide for mailing list subscriptions to receive. However in most cases it is also desired to provide forms on webpages for (un-)subscriptions requesting nothing more than the e-mail address (or other basic information). So the subscriber lounge is not required for this way. Technical note: Before using quick (un-)subscriptions, ensure that you have enabled them on "Edit MailingStar parameters". Important note: Creating quick (un-)subscription forms requires basic HTML knowledge. What about the subscriber lounge ? Also profiles created through quick subcriptions receive a password assigned automatically. You can let send this password to the subscribers by using the mailing list's "welcome message" or the "confirmation message" of security settings. Custom quick (un-)subscription form - structure: The following HTML commands are required to build a form for custom quick (un)-subscriptions: 1. FORM action tag: Example: <form action="http://www.sunnyscript.com/cgi-bin/ms/qs.cgi"
method="POST">
Technical note: Instead of using the POST form submission method, you can also use GET in most cases. 2.1. Action field for subscriptions: Example: <INPUT name="action"
type="hidden" value="subscribe">
2.2. Action field for unsubscriptions: Example: <INPUT name="action"
type="hidden" value="unsubscribe">
3. Action field for mailing list determination: Example: <INPUT name="list"
type="hidden" value="1,2,3">
Helpful hint: You can also make this action field visible for custom selection of desired mailing lists. 4. E-mail address field: Example: <INPUT name="_email"
size=25>
5. Optional fields to fill in (subscriptions only): First name: <INPUT name="first_name"
size=25>
Last name: <INPUT name="last_name"
size=25>
Mail format: <INPUT name="format"
type="hidden" value="text"> or <... value="html">
Primary language: <INPUT
name="primary_lang" type="hidden" value="EN">
Seconday language: <INPUT
name="secondary_lang" type="hidden" value="KL">
Helpful hint: You can also make language and mail format selection visible to the user for custom selection (e.g. radio buttons for the mail format and two drop-down lists for the languages). By the way: It is also possible to ask for other fields from the registered users system table. So you may request any kind of information from quick subscribers you find useful to have. 6. "Submit"-Button and end of form tag: Example: <INPUT type="SUBMIT"
value="SUBMIT"> and </FORM>
Custom quick (un-)subscription form - sample form: The following sample shows
a basic subscription form (for unsubscription, just change line 2 accordingly):
The alternative... Pre-defined quick subscription and quick unsubscription forms: If you are not so familiar with HTML, you can also use pre-defined quick forms. They have the same style as the subscriber lounge, but don't require to log in and go through different steps. These quick forms are suited
ideally to be called as pop-up windows (use JavaScript) or in a frame-based
website, because they are very compact in dimensions.
The middle course... Custom forms together with the subscriber lounge: Instead of just forwarding the user to the subscriber lounge (see chapter "Subscriber lounge and template management"), you can provide a small form requesting the e-mail address as well as having a (hidden) field for selecting mailing list(s). When sending this form, the subscriber lounge is shown (create profile screen with pre-filled personal details). Here is a sample form:
Let's explain it shortly
line by line:
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| Account blocking... | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Account blocking is used to automatically track invalid e-mail addresses and remove them from your mailing lists. In this way, you always have clean address databases without the need to take care of undeliverable messages. Pre-requisites for this feature: 1. An e-mail account (accessible via the POP3 protocol) which is solely reserved for MailingStar (no shared usage is allowed). Recommended mail storage: 512 KB per one thousand subscribers. 2. Personalized mailing method has to be used; quick mailings will not work (recipient addresses are hidden there). How auto-blocking works: MailingStar uses a rating system to analyze the availability of e-mail addresses when sending mailings: Messages directly refused by Sendmail or the SMTP server are rated with two points. In such a case, very likely the concerned e-mail address is no longer available - or never was active. Each time a mailing is sent successfully to an account, its blocking level is decreased by one point (but cannot be less than zero). So temporary problems like full mailboxes or short downtimes of the target mail servers are compensated. Messages returning later (they are automatically stored at the special mail account, which is checked each data maintenance) are rated with one point. This happens often when a mailbox is over quota (too many messages waiting). If the blocking level of a subscriber reaches ten points, the concerned profile is blocked and after a determinable time period (screen "MailingStar parameters", part "Data maintenance", "Days to store blocked users' accounts"), it will be removed. However the subscriber can unblock its profile by using the subscriber lounge (a confirmation is necessary by the concerned subscriber, see screen "MailingStar parameters", part "Security settings", "Account unblocking confirmation"). Required settings for auto-blocking: Click on button "Edit MailingStar
settings" and go to the part "Data maintenance", "Auto-blocking of invalid
e-mail addresses".
Important note: Please ensure that the settings above are correct (account's username and password may be case sensitive). Technical note 1: When enabling this feature, used POP3 account is automatically set as "return path" in outgoing mailings. So you don't have to take care about special list or message preferences. Technical note 2: Auto-blocking works also for automatic mailings (but note that at least six automatic mailings are required to recognize a recipient address is unavailable). Account blocking done by the subscriber: For some reasons (like during holidays or when just busy) a subscriber may block its account manually. Since blocked accounts are removed sooner or later (see "Data maintenance" of "MailingStar parameters"), please keep this application in mind when thinking about the time frame till account removements. Usage
note: The admin is able to block a profile by editing the concerned
profile and setting the blocking level to the value "10".
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| Additional admin tools - statistics... | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Effectiveness and mail reading tracking: Effectiveness tracking is used to analyze the success of embedded URLs within mailings. Each time a user clicks at such an URL, MailingStar logs an access for the particular URL - so you are able to find out how successful your mail campaigns are. Mail reading tracking allows you to trace the number of times subscribers are reading a particular mailing. Each sent mailing contains a hidden tracking script ("invisible image" HTML tag) that notifies MailingStar whenever a reader accesses it. Important note: Because of the way this feature works, mail reading statistics are only available at HTML mailings. However effectiveness tracking works with both message formats (text and HTML). Access tracking statistics: Click on "Effectiveness tracking" available on main admin menu. The effectiveness tracking screen shows a list of all used URLs together with their tracking IDs and logged click-throughs. Click on "Mail reading tracking" available on main admin menu. The mail reading tracking screen shows a list of all tracking IDs together with their corresponding dates and number of accesses. Both statistics are updated each time data maintenance is executed. It is recommended to wait approximately three days after sending a mailing to get adequate statistics allowing to rate the success of the concerned mailing. Add tracking features to a mailing: When creating a mailing job,
you find the following parameters under "Mail reading / link click tracking":
Effectiveness tracking expert note: Each mailing can contain differently tracked URLs... you may use unique tracking IDs for each URL by taking a generated one as base and invent further tracking codes being then implemented manually. Technical note: Click-throughs and times of mail reading are also tracked for mailings listed on public mailing archive. View subscriptions & unsubscriptions: Click on "View subscriptions & unsubscriptions" available on main admin menu. Now select the mailing list for which you want to get activity statistics and click on the button "Show statistics". There are daily statistics
for each list available showing the subscriptions and unsubscriptions made
per day as well as the actual total amount of subscribers. A percentage
value shows the changes of the list compared to the previous day.
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| Additional admin tools - list merging | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Click on "List merging" available on main admin menu. On the following screen,
please select the source and target mailing lists you wish to merge. Additionally
you can decide to remove the source list right away (be careful, this action
cannot be recovered) and suppress welcome messages.
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| Additional admin tools - address import services (MailingStar plus only)... | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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E-mail web scanner - overview: The web scanner is intended to scan websites automatically for e-mail addresses. The collected e-mail addresses are stored in an output file for later invitation or direct import to one or more mailing lists. Click on "E-mail web scanner"
available on main admin menu to access the "e-mail web scanner job list"
containing all recently created scan jobs and available actions (depending
upon job status) for them:
How to create a new scan job: Click on the button "Add
scan job" at the bottom of this screen. Alternatively you can click on
"Add job" on the upper right corner of the screen to create a new web scan
job.
If all settings are done, click on the button "Add job" to save the job. Now you may start the job by using the job list screen. Address import utility: Scanner output files can be either used for invitation mailings or directly imported into one or more mailing lists by using this feature. The address import utility is also able to read in existing address lists stored on CD or diskette. Click on the link "Address
import utility" available on the main admin menu. Alternatively you can
click on "Address import utility" on the upper right corner of the screen
(available when you are on the "E-mail web scanner").
If all settings are done, click on the button "Import" to start the address import procedure. By the way: Just one profile per e-mail address is created, even if multiple list subscriptions are done (concerned profiles will be updated accordingly). So this keeps the reg. user table always in clear condition. Technical note: When importing e-mail addresses into a mailing list (no matter from which source), duplicate e-mail entries are skipped automatically. This ensures to have each address only once per list. Unsubscribe addresses: You can process bulk unsubscriptions
by specifying e-mail addresses manually or by processing existing black
lists. Just click on the link "Bulk unsubscriptions" available on the main
admin menu.
Important
note: Please note that removed profiles cannot be recovered,
unless you take them from existing backups.
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| Database import and export tools... | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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In order to import or export data, click on the button "Import / export data" available on the main admin menu. Import data into database: Click at the button "Start
data import..." to begin reading in an existing 3rd-party database.
Click on the button "Import data" to start the importing process. After it is finished successfully, please check the read in data for consistency first. It is also recommended to keep a backup copy of all original database files for later references. Technical note: Data formats "... with field names" requires that the first line of the importable file holds the names of the fields. Alternatively, default names are chosen you can rename later at any time. Importing already uploaded source files: This feature is useful especially when trying to import huge databases, because the file size allowed to read in through the admin panel may be limited by your server or webbrowsing software... Just place the source file into the directory data/import.tmp. Now go to the admin panel, click on "Import / export data" and select the concerned file from the list (see parameter "Determine data file being uploaded"). Export data from database: Select the appropriate source
table and click on "Continue..." to go to the next screen.
Now click on "Export data" to start the exporting process. A "save file" dialog is shown by your web browsing software to store the exported data file on your computer. Advantages of the "EasyData exchange format": The "EasyData exchange format" is a tab-delimited text-based format also storing binary field content, like images or software files together with the textual data (URL-encoded). Where possible, this format should be used for data import and export tasks to ensure best results when handling non-textual contents (all other supported formats cannot handle binary fields). Technical note: If you are a programmer interested in implementing our exchange format into your own applications, please let us know. We are able to provide you with additional information upon request. Helpful hint: Should you wish to manually back up an entire database or to carry an existing one over to an other MailingStar installation, you may decide to create a "table package" as described more closer in the following. Table packages - overview: A table package contains an entire database (the table and all related elements) in one single file (TABLENAME.ede). So table packages are ideally suited for carrying an entire database to an other server or for generating manual backups. Download table package:
Now click on "Download table" to save the table package. A "save file" dialog is shown by your web browsing software. Upload table package:
Now click on "Upload table" to copy the table package to the server. Technical note 1: Should there already exist a table with equal name, MailingStar chooses a new name for the uploaded table (may be changed later at "Restructure table" screen). Technical
note 2: The choices "Use internal GZIP compression" respectively
"Use internal GZIP decompression" for table package down- and uploads are
only available, if there is the Perl module "Compress::Zlib" installed.
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| Subscriber lounge and template management | ||||||||||||||||||||
| Access the subscriber lounge... | ||||||||||||||||||||
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The subscriber lounge is the main control area for existing list members to manage their profiles and subscriptions online. And it is also suited to allow interested people joining your mailing lists. By the way: Also quick (un-)subscriptions are possible (with simple HTML forms, see previous chapter for details). In this case, the subscriber lounge is normally not required and can be simply ignored. How to access the subscriber
lounge:
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| Subscriber lounge - basic overview... | ||||||||||||||||||||
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First step - login or register: In order to get access to
the subscriber lounge, new users must sign-up first to get their own profiles.
Members already having a profile can use their e-mail address and password
to get access. Both is done on the first subscriber lounge screen:
* This is a great feature for quick subscribers or people added via the address import services of MailingStar plus. They can retrieve their automatically generated passwords and then customize their profiles. Subscriber lounge content: After you have logged in
as a subscriber, you'll see all available mailing lists. In addition, the
top menu line provides links to other places of interest (depending upon
the current system status):
Subscriber lounge archive: Depending upon the concerned mailing list parameters, it is possible to provide an archive of all previous mailings either to subscribed users only or to the general public (you can also link to the public mailing archive from an outside webpage). For more information, please have a look at the chapter "Mailing list management". Technical
note: Because of their intended applications, automatic mailings
and such ones sent to all registered users will not be shown in the archive
at all.
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| Subscriber lounge customization with templates... | ||||||||||||||||||||
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Templates are used by MailingStar to build the subscriber lounge frontend. Each screen shown on the lounge is generated from one or more template files (mail messages are also handled in this way). By default, a standard template scheme is used. It's the ideal basis to create your own templates or modify the existing ones. More detailed information will follow later in this chapter. You have two choices of modifying the lounge templates: 1. Modify color and font schemes only: You may adjust the color and font schemes to achieve a similar layout as the one of your business website... Go to the admin menu, click on the button "Edit templates" and search for "main template" labelled entries. These contains various layout settings taking effect to all sub-templates connected with the concerned main template. 2. Full set of freely configurable templates: Beside of just customizing color and font schemes with style sheet commands, you can create your own set of templates or re-write the standard ones (they are a good basis for your own templates). Each template is written
in HTML and contains special tags which will be replaced by appropriate
content. There's nothing you cannot customize, however you should have
a familiar understanding of MailingStar and HTML programming.
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| Available templates... | ||||||||||||||||||||
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Available templates: There are three kinds of templates: Main templates contain the master layout; sub-templates hold the layout of output blocks appearing in these main templates; independent templates stand alone. A detailed list with comprehensive descriptions of all template files is available from the admin panel (see "Templates editor" screen). Please contact our customer service for pre-sale inquiries asking for this list. Helpful hints: If you create your own template sets, start creating the main templates first to have a better overview. After each single template is ready, run a test-drive to check correct functionality. Important note: We strongly recommend to keep backup copies of the original template files for later referencing purposes. Location of templates: All template files are physically located in the templates directory you specified during installation of MailingStar. As long as you create or
modify templates using the admin panel, you don't have to care about. However
if you create templates manually, you must copy them to this location,
because MailingStar only recognizes files in this directory as templates.
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| Customization of templates... | ||||||||||||||||||||
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As you may have seen above, each template contains special tags in the format <!--$TAGNAME--> which will be replaced by MailingStar with appropriate content (like menu options or system messages). For some advanced functions, Perl code is used on the templates together with internal script variables. You may just surround these codes with additional HTML tags or modify them as desired (suggested only if you are familiar with Perl). Important notes: Some tags are specific for selected templates. If you add a tag to a template which cannot use it, concerned tag will be simply ignored. However a missing tag can cause that users are not able to get access to selected features. If you wish to customize templates, go to the admin menu and click on the button "Edit templates". List of tags and Perl script variables you can use on templates: A detailed list with comprehensive descriptions of all valid variables and tags is available from the admin panel (see "Templates editor" screen). Please contact our customer service for pre-sale inquiries asking for this list. Expert note: Common script variables available in all templates are $in{<form_var>}, which gives access to form variables submitted by the user (<form_var>) and $namespace->{'TAG'}, which offers access to special tag variables. Custom software solutions: Contact
our sales department to request a free quote for our individual programming
and customization services. Our team of experienced programmers and website
designers looks forward to take over your project at affordable rates.
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| Helpful hints and technical reference | ||||||||||||
| Background processes... | ||||||||||||
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MailingStar runs long-living processes in the background, e.g. sending mailings and importing e-mail addresses. Depending upon the type and size of a job, server performance and other factors, these processes can take several minutes. In order to manage this task with highest possible compatibility to different server systems, MailingStar uses "fork" function to prevent killing of resource consuming processes by running clone processes with other PID (process identification). So the allowed CPU time on your server isn't exceeded, but MailingStar can manage all tasks without disruptions. In this way, you don't have to take care about the size of your jobs nor deep technical details of your server configuration. However sometimes "fork" function is not available (this is detected automatically when running the admin panel first time, see "System parameters" screen). In this case, please refer to the chapter "Mailing list management" ("Data maintenance" of "Edit MailingStar parameters" screen) for more details about how to workaround this problem. Usage
note: Even if you lose your Internet connection or your web
browser crashes, the background processes are kept alive. Just wait some
time (ca. 15 minutes) and then log in as admin again to check for the concerned
task done.
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| Address import from other products (SunnyScript and 3rd-party ones)... | ||||||||||||
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Important note: The solution explained here is only applicable for MailingStar plus. Most software products uses text based database files to store information. Because of this fact, you can easily import e-mail addresses from such databases by using the address import utility of MailingStar plus. Go to the address import utility screen and select the desired database file for being imported. MailingStar plus will search the entire file, extract found e-mail addresses and skip other probably existing data. Helpful hint: All SunnyScript products stores databases within a directory called "data" (see the concerned software's location). Just import files ending with *.db extensions into MailingStar plus. Technical
note: Since imported addresses are checked for multiple entries,
refreshing of your imported address lists is possible by using the same
database file (already existing addresses are ignored, only new ones will
be added).
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| Affiliate management with YourAffiliates... | ||||||||||||
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Beside of correct configuration of the order logging settings within "MailingStar parameters", you don't have to take care about anything else as long as YourAffiliates uses the same domain name as the subscriber lounge. The reason for this pre-requisite is a security limitation in the cookie technology, that allows only domains reading a cookie, which have originally set it - that's why the domain names of YourAffiliates and MailingStar must match each other. Use a different domain name: For this application, MailingStar
must set the affiliate ID instead of YourAffiliates on customer's computer.
So you are able to use different domain names for both software packages.
<id>: Affiliate identification; <prg>: Affiliate program code. According the above URL scheme you have to modify the advertising HTML codes used by YourAffiliates (please refer to the electronic manual of this product regarding details). Smart
tip: Have a look at SunnyScript's
YourAffiliates - advanced affiliate management to empower full business'
potential.
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| Forgot your admin password ? | ||||||||||||
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| Subscriber lounge and template translations... | ||||||||||||
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The subscriber lounge of MailingStar is fully customizable and translatable by modifying the existing templates accordingly. In addition, also system messages may be translated: In order to translate system messages into your desired language, download the files *.en (located in the software directory), which holds all pre-defined text parts and load them into a text editor. Each language file uses the same structure:
Please change only the part <Translation> while keeping the left-sided ones. After you finished translation, please upload the files to your server and give them a try. Important
note: You should create a backup copy of all original *.en
for later reference.
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| Advanced search features... | ||||||||||||
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Searching for information: MailingStar provides a wide range of powerful search features to retrieve information from your stored data fast and accurate. In the following, we want to show how to built search operations in an effective way. Let's first have a look at
these two records used to explain the sample operations below:
Usage note: All samples don't consider special features like searchable fields, whole word or case-sensitive search operations. They just refer exclusively to their concerned explained features. Interpreting keyword searches: In most cases, you can use any text string for query fields in order to start searching a table. Sample query: smith
Multiple keywords should be separated by spaces. MailingStar automatically adds the logical operator AND unless an other one is specified (read below for details and additional explanations). Sample query: john blanche
If you are not sure about the spelling of a word (e.g. singular/plural or different spelling alternatives), then just type in a partial word. MailingStar will perform a sub-string search for the provided string. Sample query: some
Boolean operators: AND (&) OR (|) NOT (!) The logical operators AND, OR, NOT are supported. Instead of the words AND, OR and NOT you can also use the operator characters ampersand (&), pipe (|) and exclamation mark (!). Sample query: john AND smith
Sample query: john OR max
Sample query: john ! max
Technical note: At advanced searches you can specify a default operator. Parentheses: ( ) Operations put within parentheses are processed first; the result is then used for further operations within the search string. Sample query: (john NOT max)
AND samplecity
Phrases: " " Strings put within phrases are searched exactly as they are (not case-sensitive). Sample query: "sample"
Sample query: "JOHN"
Wildcards: * ? \ Beside of the standard sub-string search, it is possible to use more specific wildcards for automatically expanding a search operation. Wildcards marking variable parts of a string; they are helpful when looking for word variations and different spellings. The asterisk (*) is considered as placeholder for none, one or more characters; the question mark (?) is considered as placeholder for exactly one character. Place an escape character (\) before any symbol to disable its special meaning (e.g. a search for the string "book\*" will look for "book*" as it is written and does not consider the special meaning of the asterisk character). Sample query: sample*
Sample query: ?2345
Comparison operators: = == < > <= >= <> ~ !~ ~~ Within a search query you may address a specific record field being searched for a given string or numerical value. Available operators:
Sample query: age <= 12
Technical note: When just entering a string, MailingStar converts it into <searchable field> ~ <search string>. In case of using "whole word" match, the search string is converted into <searchable field> ~~ <search string>. Priority of used operators: When processing a search request, MailingStar first handles all parentheses, then comparisons and finally any boolean operator found (in this priority: NOT, AND, OR). Search options at "Advanced search" screen: By clicking at the "Search" link in the upper left corner of the screen you will come to the advanced search area for the concerned active table. Beside of a standard search mask, also the following options are available: Case-sensitive: Mark this button to handle search operations case-sensitive (CAPITAL and lowercase chars are differed). Whole words: Mark this button to search for entire words only (recognizes space characters). Match method: Select whether all arguments must be found (AND) or just one is sufficient to list a record (OR). Sort by / then sort by:
Define sorting of search results over two levels.
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MailingStar plus provides powerful features to read in address lists and spider websites for e-mail addresses. However using such imported e-mail addresses (e.g. for advertising purposes without permission) is a controversial subject and some governments and companies have strict rules about this kind of business. SunnyScript is not liable
or responsible how MailingStar plus is used. This software is not intended
to hurt existing laws that may apply to you. You take over all legal risks
and responsibilities, if you bypass rules which are applicable at your
location.
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| Customer services |
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Depending upon your license type, this software package includes various support services. Please refer to the license document or visit our website for more information about available services. Before you contact our customer service department, please read this manual first. In most cases you find the answer here. However if you still experience problems, we will be more than happy to help you... For all support inquiries, please contact support@sunnyscript.com and provide the following information: * The license number of the
concerned product.
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| © SunnyScript
- A subsidiary of Star Enterprise.
Visit the
SunnyScript website.
Please read our terms of business located at... http://www.sunnyscript.com/terms.htm |