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Installation and User Guide
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Contents Installation and User Guide ......................................................................................................................................................1 System Requirements ................................................................................................................................................................3 Prerequisites ...............................................................................................................................................................................3 Installing Campaign Monitor for Outlook ................................................................................................................................4 Download and install the Campaign Monitor Add-in for Outlook ....................................................................................4 Configure the Campaign Monitor Add-in ............................................................................................................................4 Switching from a trial license to a purchased license ........................................................................................................5 Campaign Monitor for Outlook feature Overview .................................................................................................................6 Adding people in your emails to Campaign Monitor .........................................................................................................6 Adding your Outlook contacts to Campaign Monitor ........................................................................................................6 Options when adding people to lists ...................................................................................................................................6 Accessing the full campaign activity history for Contacts ..................................................................................................6 Campaign Activities for multiple email addresses .............................................................................................................7 Contacts belonging to multiple subscriber lists in Campaign Monitor ............................................................................7 Accessing Campaign Statistics ..............................................................................................................................................7 Accessing Clicked Links ..........................................................................................................................................................7 Adding people to Campaign Monitor lists ...............................................................................................................................8 Adding people from the reading pane in an email ............................................................................................................8 Adding people from one or multiple emails in an email folder ........................................................................................8 Adding a Contact from the Contact form ............................................................................................................................8 Adding one or more Contacts from a Contact folder ........................................................................................................8 The Add Subscribers dialog.......................................................................................................................................................9 Selecting people......................................................................................................................................................................9 Selecting lists ...........................................................................................................................................................................9 Correcting names ...................................................................................................................................................................9 Setting import options ...........................................................................................................................................................9 Completing an import ............................................................................................................................................................. 10 Displaying Campaign Activity History ................................................................................................................................... 11 Uninstalling Campaign Monitor for Outlook ........................................................................................................................ 12 Keeping the license and configuration ............................................................................................................................. 12 Release notes ........................................................................................................................................................................... 13 Audit History ............................................................................................................................................................................ 13 Page | 2 CAMPAIGN MONITOR FOR OUTLOOK VERSION 1.0
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Version 1.0 ............................................................................................................................................................................ 13
System Requirements Before installing, make sure that the following requirements are met on the client computer:
OS: Windows 7 or Windows 8
Client: Microsoft Office Outlook 2010 or Microsoft Office 2013
.NET 4 must be installed (Installed automatically with Windows 8)
An active Internet connection is required to configure and use the Add-in in Outlook
Prerequisites Be sure to have the following information at hand, when installing and configuring Campaign Monitor for Outlook:
Your License Name and License key
Your Campaign Monitor login url, User name and Password
You can obtain a free trial license at www.applications.dk/downloads/trial-software.aspx You can create a free Campaign Monitor account at signup.campaignmonitor.com/signup
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Installing Campaign Monitor for Outlook The installation can be completed in a few minutes. There are two steps involved:
Download and Install the Campaign Monitor Add-in for Outlook
Configure the Campaign Monitor Add-in
Download and install the Campaign Monitor Add-in for Outlook 1.
Visit www.applications.dk and go to Downloads Campaign Monitor for Outlook
2.
Press the Download & Install button. The following dialog will be displayed:
3.
Press Install to continue. When the installation completes, the following dialog is displayed:
4.
Press Close and restart Outlook, if it was open during the installation
Configure the Campaign Monitor Add-in 1.
Click on the File Tab
2.
Select the Dynamo Menu
3.
Press the Configure Button
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The Setup Integration dialog will be displayed. Fill out the required fields: 1.
Enter your License Name and License Key in the License Information group
2.
Enter the url you would normally use to login to Campaign Monitor as well as your User name and Password, in the CM Account Information group
3.
Optionally you can also select the Integration Options
4.
Press OK
Your License will now be registered and a connection with the Campaign Monitor server is established. You are now ready to use the Campaign Monitor Add-in.
Switching from a trial license to a purchased license Open the Setup Integration dialog, change the License Name and/or License key and press the OK button. The trial license will be unregistered, and your new license registered.
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Campaign Monitor for Outlook feature Overview The Campaign Monitor Add-in lets you accomplish the following tasks
Adding people in your emails to Campaign Monitor From an open email you can add the sender and/or the recipients to one or more lists in Campaign Monitor From any email folder, you can select one or more emails and add the senders and/or the recipients (up to 1,000 people at the time) to one or more lists in Campaign Monitor
Adding your Outlook contacts to Campaign Monitor From an open contact, you can add the person to one or more lists in Campaign Monitor From any contact folder, you can select one or more contacts (up to 1,000 contacts at the time), and add them to one or more lists in Campaign Monitor.
Options when adding people to lists The defaults for the options can be set from the Setup Integration dialog. Resubscribe: Choose if you want to resubscribe people on the list(s) you are adding them to. This setting is in effect, if the person being added has the status of unsubscribed on the list(s). Queue Auto-Responders: If this option is checked, the Auto-Responders defined for the list(s) will be activated on new people being added. Restart Auto-responders: If this option is checked, the Auto-Responders defined for the list(s) will be re-started, if the imported people have been previously unsubscribed on the list(s). In order to make this option work, you will also have to check the Resubscribe option.
Accessing the full campaign activity history for Contacts A new form page, called Campaign Monitor, is added to your Contact Forms in Outlook. This page will retrieve the full activity history for the contact, from Campaign Monitor. The History is made up from the following actions:
Emailed Opened
Links clicked in emails
Emails that has Bounced
Unsubscribes from Emails received
Spam complaints from Emails received
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Campaign Activities for multiple email addresses If the contact has multiple emails registered in Outlook, Campaign Monitor for Outlook will retrieve the activities for all the email addresses registered.
Contacts belonging to multiple subscriber lists in Campaign Monitor When the activity history is retrieved, Campaign Monitor for Outlook will retrieve the history for all the lists that the contact belongs to, in Campaign Monitor.
Accessing Campaign Statistics You can double-click on any activity belonging to a campaign, to access the Campaign Report page in Campaign Monitor.
Accessing Clicked Links You can double-click on any activity contains a clicked hyperlink, to open that web page.
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Adding people to Campaign Monitor lists This chapter describes how to perform the different tasks.
Adding people from the reading pane in an email 1.
Click on the Campaign Monitor tab
2.
Press the Add to CM button
Adding people from one or multiple emails in an email folder 1.
Select the emails containing the people you wish to add
2.
Right-click on the selection
3.
Press the Add to Campaign Monitor button
Adding a Contact from the Contact form 1.
Click on the Campaign Monitor tab
2.
Press the Add to CM button
Adding one or more Contacts from a Contact folder 1.
Select the contacts you wish to add
2.
Right-click on the selection
3.
Press the Add to Campaign Monitor button
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The Add Subscribers dialog You use the Add Subscribers dialog to add people from emails and contacts to Campaign Monitor:
From this dialog you can control which people should be added, and to which lists.
Selecting people You can check each person in the list, or you can click on the Select All / Unselect All link to select or unselect everybody in the list.
Selecting lists You can select one or more subscriber lists to add the people to in Campaign Monitor
Correcting names If you need to correct some of the names and/or email addresses before adding them to Campaign Monitor, you just select the person in the list and edit the information below the list.
Setting import options Use the Options when adding group to setup the options for adding the people.
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Completing an import When you press Add to Campaign Monitor button in the Add Subscribers dialog. Campaign Monitor for Outlook will start to import the people, and you can continue working while the import completes. A status dialog is automatically displayed in the bottom-right of your screen. When the import is completed, the status dialog will display the result:
If any failures occurred during the import, you can click on the View Failure details to examine the errors returned by the Campaign Monitor Server:
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Displaying Campaign Activity History 1.
Open the Contact
2.
Press the Campaign Monitor button in the Show group to display the Activity History page
The activities will now be retrieved and displayed on the page, grouped by the Emails where the actions occurred:
Click on the View by: Date Link, to change between Date and Campaign grouping
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Uninstalling Campaign Monitor for Outlook 1.
Click on the File tab
2.
Select the Dynamo menu
3.
Press the Uninstall button
4.
Press Continue with the uninstallation to confirm the uninstallation:
Keeping the license and configuration If you just wish to uninstall the Add-in, but keep the license registration and configuration, you can uninstall the Add-in, like any other software on the computer. 1.
Open the Computer in Windows
2.
Click on the Uninstall or change a program button
3.
Select Dynamo – Campaign Monitor for Outlook from the list of installed programs
4.
Press the Uninstall button
Note: the usage count for the product will remain the same after the uninstall. When you install the product again, the license and configuration will already be setup, and you can skip the configuration part of the installation.
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Release notes Although Campaign Monitor for Outlook will run in Microsoft Office Outlook 2013, the product will not be officially supported on that platform until Microsoft officially releases Office 2013.
Audit History Version 1.0 No changes. Initial release of this documentation.
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