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© MailPlatform  2014  –  Ver.  2.0    


Hello and  Welcome  to  MailPlatform!       This  is  your  quick  reference  guide  to  the  basic  set-­‐up  and  functionalities.  But  remember  we   are  always  on  hand  to  help  you.     In  this  guide  we  will  go  through:       Logging  In  ....................................................................................................................................  4   Your  Homepage  ..........................................................................................................................  5   Creating  a  list  ..............................................................................................................................  6   Importing  Your  Contacts  ...........................................................................................................  10   Creating  a  Sign  Up  Form  ............................................................................................................  13   Creating  a  Campaign  .................................................................................................................  17   Statistics  ...................................................................................................................................  23   Help  Me!  ...................................................................................................................................  24       We  will  also  give  you  a  few  tips  on  how  to  work  dedicated  with  email  marketing  and  get  the   most  out  of  using  MailPlatform.     If  you  have  further  questions  or  need  more  information  about  what  else  we  can  offer  please   feel  free  to  contact  us  at:  or  check  your  local  MailPlatform  website   under  “resources”  or  “videos”.      

MailPlatform tip  –  Systems  Need  to  Communicate   It’s  essential  that  you  are  in  control  of  the  way  your  recipients  are  stored.  Perhaps  you   have  one  list  in  your  CMS  or  shop  but  another  in  your  newsletter  system?  If  this  is  the   case,  you  need  an  email  marketing  system  that  can  be  easily  integrated  with  your  other   systems.  This  can  be  done  either  through  a  simple  sign-­‐up  form  that  sends  data  into  both   systems  simultaneously  or,  even  easier,  with  integration  through  a  web  service  (also   called  an  API  or  XML  API).  MailPlatform  can  provide  you  with  API  access.  

  The  most  important  thing  for  us  at  MailPlatform  is  that  our  solution  helps  you  grow  your   company  and  enhance  your  success.       Customer  service  and  satisfaction  is  one  of  the  key  factors  of  our  success  and  we  never  lose   sight  of  that.  We  always  spend  extensive  time  with  our  clients  -­‐  not  only  to  get  you  off  to  a   good  start  but  also  to  ensure  that  you  can  continue  to  develop  your  email  marketing  and  take   advantage  of  everything  our  solution  offers  you.       We  sincerely  hope  you  find  this  guide  relevant  and  useful.  We  value  your  feedback  so  please  

© MailPlatform  2014  –  Ver.  2.0    


let us  know  if  there  are  any  areas  where  we  can  add  to  or  improve  on  our  information.  You   can  send  your  comments  to       So  welcome  once  again  to  MailPlatform!       We  are  very  happy  that  you  have  chosen  us  as  your  email-­‐marketing  provider.    

MailPlatform tip  -­‐  a  good  welcome  flow  is  the  start  of  a  good   relationship This  first  piece  of  advice  is  essential:  You  must  have  a  plan  for  what  customers  should  receive  after   they  have  signed  up  for  your  mailing  list.  Even  though  this  may  seem  obvious,  you  would  be  surprised   by  how  many  companies  do  not  have  this  in  place. A  good  w elcome  flow  can  mean  the  difference  between  success  and  failure  and  it’s  an  easy  thing  for   you  to  manage.  The  first  email  in  a  welcome  flow  has  a  six  times  higher  opening  rate  than  the  normal   weekly  newsletters.  Six  times.  When  done  smartly,  a  good  welcome  flow  puts  a  series  of  three   skillfully  d esigned  welcome  emails  together.  Looking  at  the  importance  of  customer  loyalty  and  their   activity  over  time,  there  will  be  a  huge  difference  between  the  ones  who  were  welcomed  correctly  and   the  ones  w ho  were  not.  By  matching  expectations  and  getting  new  sign-­‐ups  into  the  system  quickly,   studies  have  shown  that  the  value  of  an  email-­‐marketing  database  can  be  doubled.


© MailPlatform  2014  –  Ver.  2.0    


Logging In Once  you  have  been  set  up  and  taken  through  the  system  you  will  receive  an  email  with  your   login  details.     The  first  time  you  log  in  you  need  to  create  a  password.  Simply  click  the  “Forgot  Your   Password”  link  and  type  in  the  username  associated  with  your  account  (detailed  in  the  email)   Once  you  have  created  your  password  you  are  ready  to  go!                               Always  keep  your  login  details  secure  to  avoid  abuse  of  your  account.    

© MailPlatform  2014  –  Ver.  2.0    


Your Homepage When  you  login  to  MailPlatform  you  can  choose  which  page  you  wish  to  be  taken  to  first.  The   homepage  is  a  good  place  to  start  because  it  gives  you  a  good  overview  of  the  recent  activities   on  your  account.  

At  the  top  of  the  overview  you  have  a  set  of  dropdown  menus  that  contain  your  day-­‐to-­‐day   functions  such  as:   creating  and  editing  contact  lists   creating  segments     importing/exporting  contacts   creating  or  editing  custom  database  fields   setting  up  email  campaigns   generating  surveys   setting  up  auto  responders  and  triggers   viewing  the  statistics  from  your  campaigns.       In  the  upper  right-­‐hand  corner  you  will  find  the  more  administrative  functionalities:  creating   signup  and  unsubscribe  forms  for  your  website,  headers  and  footers  for  your  emails  etc.  If  you   choose  to  upload  your  own  HTML  template,  this  is  also  where  you  will  do  it.     ● ● ● ● ● ● ● ●

You can  also  keep  track  of  how  many  sending  credits  you  have  used  and  how  many  you  have   left.    

© MailPlatform  2014  –  Ver.  2.0    


Creating a  list   The  first  thing  you  need  to  do  is  to  create  a  contact  list.  The  contact  list(s)  is  the  basis  for  all   your  future  campaigns.     You  create  your  contact  list  by  clicking  “Create  a  Contact  List”  in  the  “Contact  Lists”  menu.    


MailPlatform tip  -­‐  Where  do  the  good  recipients  come  from?   All  your  recipients  should  have  a  clear  “source”  showing  you  where  they  came  from.  This  w ill   enable  you  to  quickly  discern  if  there  is  a  pattern  concerning  where  “good”  and  “bad”  recipients   come  from.  A  “source”  can  be  your  webpage,  sign-­‐ups  in  shops,  social  media  activities  etc.  A  “good”   recipient  is  one  who  opens  your  email  and  interacts  w ith  it  in  some  w ay,  e.g.  by  clicking  a  link,   forwarding  to  a  friend  or  any  other  goal  conversions/KPIs  you  may  have  set.  If  you  start  to  detect  a   pattern,  it  can  help  you  target  future  marketing  efforts  and  show  you  where  your  ROI  is  highest.   Always  use  a  double  opt-­‐in  when  your  recipients  sign  up  for  your  newsletter.  This  helps  ensure  that   the  email  address  is  correct  and  that  the  recipient  exists  in  reality  and  are  who  they  claim  to  be.   Unfortunately,  there  are  malicious  competitors  who  try  to  register  SPAM  traps  to  your  lists.


© MailPlatform  2014  –  Ver.  2.0    


In the  New  List  Details  view  you  can:     ● Name  your  new  mailing  list.  (Always  give  a  list  a  name  that  will  make  it  easy  to  find   when  you  need  it.  Don’t  choose  a  name  that  will  make  sense  to  you  but  not  to  others   who  may  need  to  work  with  the  system.)   ● Set  the  default  “from”  name  and  email  address.  Make  sure  your  recipients  can  clearly   see  that  the  email  is  from  you.  If  you  have  checked  “Notify  list  owner”  when  someone   (un)subscribes,  information  will  be  sent  to  them.  You  must  choose  a  valid  email   address  as  your  sender  and  send  out  from  your  own  domain.     ● Set  the  default  “reply-­‐to  email.”  This  is  the  email  address  that  your  recipients  can  use  if   they  want  to  reply  to  your  email.  We  strongly  recommend  that  you  do  not  use  no-­‐  Not  only  does  this  increase  the  chance  of  your  email  being   viewed  as  spam,  it  also  sends  the  wrong  message  to  your  customers.  Think  of  it  –  you   are  communicating  with  them  but  you  don’t  want  them  to  do  the  same  to  you.   ● View  your  unsubscribe  forms  (you  create  these  in  “Forms”  in  the  top  right  corner)   ● Connect  the  list  to  Facebook  and  Twitter  so  that  any  email  you  send  out  to  this  list  is   automatically  posted  on  your  pages     In  the  Custom  Fields  view  you  can  choose  which  fields  you  want  included  in  your  mailing  list.   (To  create  custom  fields  to  match  your  existing  database,  go  to  Contact  Lists  –  View  Custom   Fields).       In  the  Visible  Fields  view  you  can  select  which  fields  you  want  to  see  when  you’re  on  the   View  Contacts  page  for  the  mailing  list.     Company  details  can  be  merged  into  the  footer  of  your  template.      

© MailPlatform  2014  –  Ver.  2.0    


After you  have  filled  out  the  details,  click  “Save”.  You  have  now  created  your  contact  list!     But  since  a  list  without  contacts  is  not  very  useful,  let’s  see  how  you  import  your  contacts.      

© MailPlatform  2014  –  Ver.  2.0    


MailPlatform tip  -­‐  Why  your  mailing  list? What  does  the  recipient  get  out  of  being  on  your  list?  Why  can’t  they  just  look  at  your  page  every  now   and  then  –  and  then  decide  if  they  want  to  interact  with  your  business? Seen  from  the  company’s  perspective,  the  answer  is  obvious:  it  is  profitable  to  have  a  well-­‐oiled  email-­‐ marketing  database.  Visitor  frequency  will  be  much  higher  and  this  will  stimulate  our  customers’  rate   of  return  to  our  business. Consumers  want  to  be  heard.  They  want  customised  messages  that  show  your  business  has   understood  their  needs.  It  does  not  have  to  be  a  grand  model  of  behavior-­‐specific  content  –  a  simple   set-­‐up  w ith  3 -­‐4  target  areas  of  interest  is  enough.  Customers  can  either  specify  these  during  the  initial   sign-­‐up  flow  or  through  a  later  enrichment  flow. It  could  also  be  a  more  personal  element  –  the  newsletter  has  a  real  sender  who  the  target  audience   can  identify  with–  or  simply  gives  good  advice  and  tips.  It  does  not  have  to  be  about  bonus  points  or   cash  benefits.  Achieving  a  dialogue  has  a  far  greater  long-­‐term  value.   With  all  this  in  mind,  it  is  important  to  choose  an  email  marketing  system  that  easily  allows  customers   to  enrich  their  profiles  and  where  the  customer’s  specific  interests  can  be  inserted  as  d ynamic  content   in  the  emails.  If  this  is  too  complex,  not  o nly  w ill  you  have  to  d o  a  lot  of  unnecessary  work,  but  you   could  end  up  falling  back  on  sending  the  same  message  to  all  recipients.     MailPlatform  allows  you  to  learn  from  your  recipients’  behaviour  so  that  you  can  easily  send  them   more  targeted  newsletters  with  content  relevant  to  their  interests.    

© MailPlatform  2014  –  Ver.  2.0    


Importing Your Contacts There are  two  ways  of  filling  your  lists  with  useful  contacts.  You  can  either  do  it  manually   with  “Add  a  contact”  or  by  using  “Import  contacts”.  Odds  are  you  will  need  to  use  the  latter  to   get  any  existing  mailing  lists  into  the  system,  so  we  will  go  through  that  one.    

MailPlatform tip  -­‐  Never  buy  recipients  for  your  newsletter DO  NOT  buy  recipients  for  your  newsletter  or  mailing  list.  No  matter  how  great  the  offer,  no  matter   how  tempting.  Yes,  it  may  seem  like  a  good  idea  to  buy  50,000  or  100,000  ready-­‐made  recipients   but  it  is,  at  best,  not  w orth  the  money  and,  at  w orst,  it  can  be  a  disaster  for  your  business.  Just  don’t   do  it. Most  “buy  lists”  are  filled  with  spam  traps  that  will  destroy  the  value  o f  your  entire  mailing  list.  A   spam  trap  is  an  old,  scrapped  email  address  that  the  recipient  applied  for  1-­‐2  years  ago  and  the   receiving  server  (TDC,  Hotmail,  Gmail  etc)  has  turned  it  into  a  trap.  If  your  program  hits  just  one  of   these,  you  can  run  the  risk  of  compromising  all  emails.  For  example,  hotmail  could  relegate  all  your   emails  to  the  SPAM  folder  –  or  choose  to  completely  erase  them!

First  choose  which  list  you  want  to  add  contacts  to.     You  will  then  see  two  sections  you  have  to  fill  out.  “General  Settings”  and  “Advanced  Settings”.   In  “General  Settings”  you  simply  specify  that  you  wish  to  upload  a  file  and  browse  for  it  on   your  computer.     This  file  must  either  be  a  CSV,  TEXT  or  Excel.  If  you  use  a  CSV  or  TEXT  you  have  to  make  sure   that  the  “Field  separator”  is  a  comma  (,)  and  that  your  file  doesn’t  contain  any  commas  in  the  

© MailPlatform  2014  –  Ver.  2.0    


cells. You  also  need  to  know  if  your  file  contains  “headers”  such  as  name,  gender,  email  etc.     It  is  also  very  important  that  you  use  UTF-­‐8.  UTF-­‐8  is  not  a  real  format  but  a  way  characters   are  encoded,  i.e.  a  letter  will  have  a  code  instead  of  a  character.  This  makes  it  better  for  special   characters  across  different  languages.  Depending  on  which  type  of  OS  you  are  running  we   recommend  you  use  a  CSV/UTF-­‐8  convertor  to  be  sure  that  the  encoding  is  valid.     In  “Advanced  Settings”  you  select  whether  the  recipients  you  are  importing  are  “confirmed”   or  “unconfirmed”.  It  is  very  important  that  you  distinguish  between  the  two.  If  your  contacts   have  already  been  confirmed,  then  you  can  chose  the  “Confirmed”  option.  “Confirmed”   recipients  are  the  ones  who  have  clearly  given  their  consent  to  receive  your  emails.  If  your   contacts  are  not  confirmed  then  chose  “Unconfirmed”.  Unconfirmed  contacts  should  then   receive  a  confirmation  link  to  ensure  they  are  aware  of  their  presence  on  your  contact  list  and   want  to  receive  emails  from  your  company.      

If  your  have  marked  your  unconfirmed  contacts  as  confirmed  and  you  are  sending  out  emails   to  them  it  could  have  serious  consequences.  Most  likely  it  will  give  you  as  the  sender  a  bad   reputation  but  it  could  also  lead  to  fines  and  a  high  spam  rating.  If  we  suspect  that  you  are   doing  this  we  will  contact  you  and  your  account  may  be  suspended.  For  the  sake  of  all  our   clients  it  is  paramount  not  to  have  “bad  senders”  on  our  servers.    

© MailPlatform  2014  –  Ver.  2.0    


MailPlatform tip  -­‐  Confirm  your  recipients Always  use  double  opt-­‐in  when  your  recipients  sign  up  for  your  newsletter.  This  ensures  that  the  email   address  is  correct,  that  the  recipient  exists  in  reality  and  are  who  they  claim  to  be.  Unfortunately,  there   are  malicious  competitors  who  could  try  to  register  SPAM  traps  to  your  lists.

You have  to  choose  between  “HTML”  and  “Text”.  In  99,9%  of  the  cases  you  will  choose   “HTML”  unless  you  are  only  sending  emails  as  plain  text.     You  also  have  the  option  to  overwrite  existing  contacts,  i.e.  if  you  are  updating  your  recipients.   You  can  also  choose  to  add  the  contacts  to  your  auto  responders.     After  you  have  selected  which  file  to  upload  you  have  to  map  the  headers  to  your  fields  in   MailPlatform.  Use  the  drop  downs  to  define  which  fields  in  MailPlatform  should  correspond  to   which  fields  in  your  import  –  Email  Address,  First  Name  etc.  If  you  have  added  your  own   Custom  Fields  they  will  also  appear  here.      


MailPlatform tip  -­‐  Entries  from  Facebook  

Facebook is  a  great  place  to  collect  subscribers  to  your  newsletter.  Many  companies  have  more  “likes”   on  Facebook  than  they  have  recipients  on  the  mailing  list.   There  are  many  different  CMS  systems  that  can  integrate  with  Facebook  through  their  API,  e.g.   WorldPress,  which  is  free.  It  has  some  great  tools  where  the  content  of  the  Facebook  page  can  be   controlled  through  the  CMS  solution.  This  means  that  the  registration  form  from  the  email  marketing   system  can  be  maintained  w ithin  WorldPress.  Contests  and  other  incentives  to  sign  up  can  be  easily   changed  and  presented  in  a  graphically  pleasing  manner.


© MailPlatform  2014  –  Ver.  2.0    


Creating a Sign Up Form Once  you  have  imported  your  contacts,  you  will  want  future  sign  ups  to  go  directly  into  your   lists  in  MailPlatform.  Otherwise  you  could  end  up  spending  all  your  time  importing  new   members.  To  do  this  you  have  to  go  to  the  upper  right  corner,  click  “Forms”  and  then  “Create  a   website  form”.     You  will  now  see  the  following  screen.    

  In  Form  Name  and  Type  you  need  to  choose  what  kind  of  form  you  want  to  create.  You  have   the  following  options:     ● Subscription:  This  is  a  normal  subscription  form,  such  as  you  would  place  on  your   website.     ● Unsubscribe:  This  is  a  normal  form  unsubscribe  form,  also  one  you  could  place  on   your  website.     ● Unsubscribe  flow:  Here  you  can  set  up  a  unsubscribe  flow.  This  can  also  be  used  to   give  your  recipients  the  chance  to  remain  with  your  company  but  subscribe  to  other   content  themes.     ● Modify  details:  Here  you  can  set  up  a  form  to  have  your  recipients  to  update  their   data  or  add  more  info,  e.g.  birthdays.    

© MailPlatform  2014  –  Ver.  2.0    


● Send to  a  friend:  This  can  be  used  as  a  “send  to  a  friend”  form.     In  this  example  we  will  go  through  the  creation  of  a  Subscription  Form.     First  choose  a  name  for  your  form.  Choose  one  that  makes  sense  in  relation  to  how  it  will  be   used  and  that  will  make  it  easy  to  find  again.     ● Use  Double  Opt-­‐In  Confirmation:  Check  this  box  if  you  want  the  recipient  to  receive   an  email  after  submitting  the  form  which  will  contain  a  link  they  must  click  on  to   confirm  their  subscription.  Double  Opt-­‐In  is  the  industry  standard  so  it  should  be   checked.  (Check  MailPlatform  Tips  for  a  reminder  of  why  you  should  always  go  for  a   Double  Opt-­‐In.)   ● Send  a  “Thank  you”:  Mark  this  option  if  you  want  the  recipient  to  receive  a  “Thank   you“  email  after  signing  up.  You  can  edit  the  “Thank  you“  email  later  in  this  process.       ● Email  new  contact  details  to  you:  If  you  want  to  receive  an  email  when  a  new   subscriber  signs  up  then  check  this  box.  You  will  receive  a  copy  of  the  form  with  their   details.     ● Use  this  also  as  an  update  form:  Check  this  box  if  you  want  to  be  able  to  use  the  same   form  to  allow  customers  to  update  their  existing  details.     In  Choose  Contact  Lists  you  select  which  mailing  list  you  wish  to  use  for  your  form.  This  is   also  where  you  choose  which  data  fields  to  include  on  the  form,  i.e.  what  data  you  want  to   receive  from  your  new  signups.    

Next  go  back  to  the  top  and  click  on  the  Advanced  Options  tab  

© MailPlatform  2014  –  Ver.  2.0    


Here you  can  choose  which  Form  Design  you  would  like  to  use.  In  the  “Email  campaign   format”  we  advise  you  set  this  to  “Allow  contact  to  choose”  and  also  check  the  CAPTCHA   option  to  prevent  SPAM.     Then  click  “Next”   If  you  checked  the  Double  Opt-­‐In  box  you  can  now  customise  the  confirmation  page  and  email.   You  can  also  choose  to  take  the  subscriber  to  an  existing  webpage.  

In  the  section  below  you  can  choose  the  sending  options  and  edit  the  HTML  and  text  version  

© MailPlatform  2014  –  Ver.  2.0    


of the  email.    When  you  have  done  this,  click  “Next”  and  you  can  do  the  same  for  the  “thank   you”  email  and  page  (if  you  checked  them  during  the  first  step  in  this  process).    

  The  last  page  you  need  to  customise  is  your  Error  page.  You  need  this  in  the  event  a  problem   occurs  while  using  your  form.  This  is  done  in  the  same  way  as  the  Confirmation  and  Thank   You  pages.  Here  you  can  also  choose  to  take  your  subscribers  to  an  existing  webpage.  Click   “Save”  and  the  code  for  your  form  will  be  generated.  All  you  need  to  do  is  place  it  on  your   website.      


© MailPlatform  2014  –  Ver.  2.0    


Creating a Campaign Congratulations! You  are  now  ready  to  create  and  send  your  first  email  campaign.   For  now  we  will  focus  on  the  campaign  builder.  If  you  want  to  look  into  the  other  functions,   you  can  find  them  on  our  website  under  “Resources”  or  “Videos”.  

Before  creating  a  campaign  we  recommend  that  you  first  create  a  header  and  footer.  You  can   either  create  it  yourself  in  the  administrative  menu  in  the  upper  right  hand  corner,  your   agency  can  create  it  for  you  or  we  can  help  you  for  a  small  additional  fee.  If  you  wish  to  create   an  entire  template  we  can  also  help  you  with  this.  We  can  either  create  it  based  on  existing   template  designs  you  have  used  in  the  past  or  build  a  brand  new  one  for  you.  This  is  will  also   entail  a  small  additional  fee.     All  templates  are  tested  on  almost  all  mobile,  Internet  and  regular  email  clients.    

MailPlatform tip  -­‐  A  good  template  with  a  forwarding  function When  you  combine  a  good  template  with  great  content  you  have  the  best  chance  for  optimal  opening   and  click  through  rates.   If  your  default  template  contains  a  strong  forward,  you  can  track  w ho  forwards  and  who  t he  recipient  is.   At  the  same  time,  you  can  reward  your  loyal  subscribers,  as  they  become  active  ambassadors  for  your   business. Don’t  forget  to  automate  a  response  for  forwarding  activities.  Your  loyal  subscriber  should  get  a  “Thank   you”  email  w ith  a  surprise  reward.  This  could  be  a  small  discount  voucher,  the  possibility  of  a  personal   conversation  or  w hatever  best  suits  your  company’s  product  or  services.     You  might  have  a  special  VIP  section  in  your  mailing  list  –  a  segment  in  which  selected  members  receive   spontaneous  gifts  or  the  like  –  and  you  could  upgrade  subscribers  w ho  forward  your  emails  to  this   segment.  

© MailPlatform  2014  –  Ver.  2.0    


Now let’s  move  onto  the  builder.     In  the  “Email  Campaigns”  tab  click  “Create  Campaign  with  Builder”  to  access  this  screen.     To  the  right  you  can  see  the  3-­‐step  builder  indicator.  When  you  reach  Step  3  you  will  be  ready   to  send  your  campaign.    Please  note  that  you  can  easily  navigate  between  the  three  steps  by   clicking  on  the  numbers.    

The  first  thing  you  have  to  do  is  name  your  campaign.  Remember  both  to  give  it  a  name  that   makes  sense  in  relation  to  the  campaign  and  one  that  will  make  it  easy  to  find  again.  Consider   for  example  the  difference  between  these  two  campaign  names:  “Hats”  and   “Hats_discount_16Dec2014”     You  also  have  to  give  your  campaign  a  pre-­‐header.  This  is  a  very  important  field  that  can  have   a  direct  impact  on  the  success  of  your  campaign.  Your  pre-­‐header  is  an  added  teaser  that  the   recipient  sees  before  they  open  the  email.  It  should  capture  their  attention  and  make  them   want  open  the  actual  email.  Like  the  subject  line,  it  must  be  relevant  to  the  content  of  the   email.  You  can  experiment  with  different  kinds  of  pre-­‐headers  to  see  which  ones  work  best.   When  you  have  filled  out  your  campaign  name  and  pre-­‐header  either  press  “Next”  in  the   lower  right-­‐hand  corner  or  the  “2”  in  the  top  right-­‐hand  corner.      

© MailPlatform  2014  –  Ver.  2.0    


On the  left  side  you  can  see  the  pre-­‐built  layouts.  If  you  mouse  over  you  can  see  a  preview  and   if  you  click  on  a  pre-­‐built  layout  it  will  be  added  on  the  right  side.     In  the  middle  section  you  have  all  our  standard  modules.  If  you  have  custom  modules  they   will  also  be  present  here.  When  you  want  to  add  a  module  you  simply  click  on  the  one  you   want  and  it  will  appear  on  the  right.  It  is  possible  to  drag  and  drop  the  modules  to  move  them   around  in  the  order  that  you  want.     When  you  mouse  over  you  also  have  the  option  to  delete  each  module  by  clicking  on  the  small   x  in  the  right  upper  corner.     To  the  right  you  can  see  what  the  layout  of  your  email  will  look  like.  This  is  also  where  you   can  insert  your  customised  “header”  and  “footer”.   When  you  have  selected  your  modules/layout  then  either  click  “Continue  to  editor”  or  “3”.   Remember  you  can  go  back  and  make  changes  to  your  campaign  while  you  work  on  it,  you  do   not  need  to  save  and  exit  first.     You  have  to  give  your  newsletter  an  “Email  subject”  line.  This  line  will  be  the  first  thing  you   recipient  will  see  and,  like  the  pre-­‐header,  it  should  give  the  recipient  a  clear  idea  of  the   content  of  the  email  and  interest  them  enough  to  open  it.  Experiment  with  different  types  of   subject  lines  to  see  which  ones  work  best  for  you.  Try  to  put  yourself  in  the  recipient’s  shoes   and  think  about  what  makes  you  open  the  newsletters  that  you  receive.    

© MailPlatform  2014  –  Ver.  2.0    


Once you  have  written  your  subject  line  you  can  move  onto  the  editor  itself.  This  is  where  you   will  find  the  modules  that  you  added  in  Step  2,  as  well  as  the  header  and  footer  that  you   selected.  Now  you  can  insert  your  text,  images,  links,  bullet  points  etc.     When  you’ve  inserted  the  content  that  you  want,  scroll  down  to  the  bottom  of  the  editor  page   to  activate  or  archive  the  campaign,  set-­‐up  social  sharing  and  send  yourself  a  quick  preview  of   the  email.   All  you  need  to  do  then  is  click  “Save  and  Exit”.  You  will  then  be  taken  to  your  campaign   overview  page.    

On  you  right  you  have  a  series  of  options  to  choose  from.  You  can  “View”  your  campaign,  you   can  “Send”,  “Edit”,  “Copy”  and  “Delete”.    In  this  example  we  want  to  send  a  campaign,  so  we  

© MailPlatform  2014  –  Ver.  2.0    


click “Send”.    You  can  also  go  to  “Send  an  Email  Campaign”  in  the  “Email  Campaigns”  tab.   You  can  choose  to  send  the  campaign  to  all  contacts  in  your  list,  contacts  that  meet  specific   criteria  or  to  a  segment  on  your  list.  You  then  click  “Next”.      

MailPlatform tip  -­‐  What  would  you  like  to  receive? Think  before  you  send. Would  you  like  to  receive  this  newsletter?  Is  it  relevant  and  interesting  or  w as  it  clearly  made  at  the   last  minute  to  meet  a  deadline?  Put  yourself  in  your  subscribers’  shoes.  If  you  w ouldn’t  want  to   receive  it,  then  they  probably  wouldn’t  either.   Long  term,  sending  newsletters  that  don’t  engage  your  recipients  will  mean  unnecessary   unsubscriptions  or  less  activity  -­‐  the  opposite  of  what  you  really  want  -­‐  and  can  destroy  the  value  and   size  of  your  mailing  lists.  

Now you  have  reached  the  part  where  you  finish  setting  up  your  send-­‐out.  The  Email   Campaign  Settings  are  the  ones  that  you  configured  when  you  set  up  your  contact  lists   (sender  name,  email  address  etc).     You  can  choose  to  send  your  campaign  right  away  or  schedule  it  for  sending  later.  You  can   also  set  up  repeat  sending  -­‐  this  is  a  useful  tool  if  you  send  the  same  message  at  regular   intervals,  e.g.  you  are  an  agency  and  need  to  remind  the  people  on  your  list  to  check  the  new   listings  every  Monday.  

© MailPlatform  2014  –  Ver.  2.0    


In the  last  field  you  can  set  up  tracking  for  your  campaign.  If  you  have  customised  your  email   so  that  it  is  address  to  ‘Dear  [NAME]’  this  is  where  you  specify  which  fields  in  the  database  to   take  the  information  from.    

  Once  you  click  “Next”  your  campaign  is  ready  to  send.  You  can  see  a  final  overview  of  how   many  recipients  it  will  be  sent  to  and  verify  that  all  details  are  correct.  Click  “Schedule  My   Email  Campaign”  and  the  newsletter  will  be  sent  to  the  sending  queue.  

Congratulations!  You  have  now  created  your  first  campaign.  

© MailPlatform  2014  –  Ver.  2.0    


Statistics When you  go  to  “Email  campaign  statistics”  in  the  Statistics  tab,  you  get  an  overview  of  the   statistics  of  your  campaigns.    You  can  “View”,  “Export”  and  “Print”.  

If  you  press  “View”  you  can  see  your  statistics  for:   ● ● ● ● ● ●

Open Links   Bounces   Unsubscriptions   Forwards   Social  activities  

Use  your  statistics  to  monitor  and  learn  from  your  campaigns  –  which  subjects  lines  are  the   most  effective,  when  is  the  best  time  to  send  out,  is  sending  to  certain  segments  more  effective   than  others  etc.  The  more  knowledge  you  gain,  the  more  efficient  your  next  campaign  can  be.      

© MailPlatform  2014  –  Ver.  2.0    


Help Me! At  MailPlatform  we  are  always  there  to  help  you.  Whether  it’s  templates,  tutorials,  questions   regarding  our  solution  or  help  to  enhance  the  power  of  your  email  marketing  projects  –  we   are  there.  You  can  chat  with  us  on  the  website,  email  our  support  or  call  us  at  one  of  our  local   offices.    

Email Our  support  team  answers  emails  within  8  working  hours.   Denmark  (Main  office):   Norway:   Sweden:      

Phone You  can  always  reach  us  at  these  local  phone  numbers.     Denmark  (Main  Office):  +45  72  44  44  44       Thank  you  for  choosing  us!  

© MailPlatform  2014  –  Ver.  2.0    


Manual - MailPlatform  

Email Marketing Manual for MailPlatform - also a relevant guide for tips and tricks within the CRM and email marketing area.

Manual - MailPlatform  

Email Marketing Manual for MailPlatform - also a relevant guide for tips and tricks within the CRM and email marketing area.