Client Help Center
The help topics are divided by section per the menu in the client side of the system and gives detailed information on each menu item
The autoresponder drop down menu gives you three choices to choose from.
1. Add Autoresponder: This section allows you to add additional autoresponders to your account providing your account has the ability to have more than one autoresponder.
To add an autoresponder click the Add Autoresponder link and fill out the form.
On the form you can select the autoresponder name you wish to use.
You will need to verify the email address used before the autoresponder becomes active.
2. Delete Autoresponder: This is where you can delete any of the autoresponders you have set up. Just click on the autoresponder name you want to delete and follow the onscreen instructions.
Warning : Once deleted all the data for that autoresponder is lost and can not be recovered!
3. Select Autoresponder: This screen allows you select which autoresponder you want to work with, simply click on the autoresponder name you wish to work with.
The autoresponder drop down menu gives you several settings you can configure for this autoresponder.
1. Autoresponder From Setting: This allows you to change the autoresponders from settings.
2. Confirmation E-Mail Message: This allows you to set up your confirmation e-mail body that is sent to all new subscribers if you are required to use confirmed opt-in. Use this e-mail to get the lead to confirm their wishes to subscribe to your autoresponder.
Do not try to sell them here or include any links to your site here, doing so will get you accused of spamming.
There are several tags you can use to personalize this message.
3. Campaign Setting: This allows you to have all the subscribers that have finished the messages in this autoresponder to automatically roll over to another autoresponder in this account and start receiving the messages from that autoresponder.
Just select the autoresponder you want them moved to from the drop down list.
4. Custom Personlization Tags: You can have up to 50 custom tags that you define the value for. These tags can be used in all messages sent from this autoresponder.
Hint: Many use these for affiliate URL’s , web site URL’s etc.
5. Custom URL Tags: You can have up to 50 custom URL tags. These tags can be use to store URL’s or anything you may need a custom tag for.
These tags can be used in all out going messages from this system.
6. E-Mail Header and Footer: This is where you can set up a header and footer that is put into all outgoing e-mails from this autoresponder. Simply enter what you want in each and save.
The Personalization tags can be used in both.
7. Signup Success Redirect: Enter a URL ( your web page) that you want to send the subscriber to when they have confirmed if confirmation is used or when they have signed up if it is not used.
This will send them to the URL you enter and pass along their first name, last name and e-mail address that you can use to personalize the landing page. If you do not enter anything here the systems default will be used.
8. Confirmation Required Redirect: Enter a URL you want to send those subscribers that must confirm their wishes to be on your list. This allows you to have a customized landing page instead of the system default.
9. Custom Questions: You can set up custom questions to use in your forms, when the subscriber answers the questions they are stored for that subscriber, you then can do a mailing based on if they answered the question.
You can add, edit and reset the custom questions from this section.
10. Setup/ Edit Demographics: This is where you can set up demographic questions and the answer set for each to be use on your forms. When the subscriber answers the question it is stored and you can later use the stored data to send mail to your subscribers based on the question answered and the answer given.
11. Setup a reminder that will be e-mailed to you on the date you select. You can set up a reminder to be sent for any day in advance on the day you set it up.
Use these reminders to send you an e-mail about important things you need to remember.
12. Edit Reminders: Here you can edit a reminder you have set up or delete it.
This is where you can generate the form code for people to sign up to your autoresponder.
First select the size of form to generate:
Next select the data you want to collect with this form:
The next page has your form code that you can copy and use in your web page. You will notice a few hidden fields in the form code. The aid on must not be edited or your form will not work correctly.
The required field can be edited, this will tell the system which of the form fields you want the subscriber required to fill in before the form is accepted. You can put the form field names in it separated by a comma, make sure you use the exact field names and in the form code.
The 3rd hidden field is the filledfrm on, this allows you to put the URL or a keyword that will tell you where the form was filled out from. Later in the subscriber list you can see this and sort by it:
Do to the way the template system works there are extra spaces in the form code, you can remove these. You can also modify the form code any way you wish just do NOT change any of the field names or the form will not work. Also do not add any extra fields, they will not been seen by the system or used.
The Messages Menu gives you six options to choose from.
1. View/Add/Edit Messages: This is where you can set up messages, edit messages, delete messages, move messages and send the messages to yourself to test them.
To set up a new message click on one of the links to set up a plain text message or a HTML message.:
You can not set the delay days on the first message, it is always sent right out, the following messages you can set the delay days from the last message.
When you set up an HTML messages you will have to set up both, the plain text version and the HTML version, this system send out HTML e-mail as multi-part so those that can not read HTML e-mail will get the plain text version of your message.
This shows a plain text message being set up for message 1:
Now Message 2 as a HTML message:
Now the Plain Text Part:
You also have several options for editing, moving, changing the message type, testing or deleting the message or all the messages:
2. Allow Copy Feature: You can set your autoresponder up to allow others to copy your messages to their autoresponder. Enter a password that others will need to use to be able to copy your messages. Once you have set this up your will need to give whoever you want to allow to copy your messages the autoresponder name and the password you set:
3. Copy Messages from Another Autoresponder: Here you can copy the messages from another autoresponder, you will need to select the autoresponder from the drop down list and have the password to be able to copy them. If you copy the message set, any messages you have will be over written!
4. Test All Messages: This allows you to have all the messages sent to your e-mail address in the system as a way to test them and see how they look, remember NO TAGS are replaced in the messages when sent as a test to you.
5. Remove Allow Copy Feature: This allows you to kill the authorization for any one to copy your messages, even if they have the password you set up in the Allow Copy Section.
6. Delete All Messages: This will delete all your messages you have set up, once deleted they can NOT be recovered.
The Send Mail Menu gives you seven options to choose from.
1. Mail All Subscribers: Allows you to send a plain text or HTML e-mail to all your active subscribers. ( Broadcast). Select what type of e-mail to send and fill out the onscreen forms. .
2. Do Split Mailing: This allows you to send one e-mail to a select number of your active subscribers and another different e-mail to the balance that the first e-mail did not go to. A great way to test your copy and pulling power of different e-mails.
Just follow the on screen instructions to send a split mailing. Again the tracking tag can be used to track open rates of any HTML e-mail sent.
3. Mail By Custom Fields: This allows you to send a plain text or HTML e-mail to those that answered any of the custom questions on your form. You can select to sent just by one question or several.
4. Mail By Demographics: This allows you to send e-mail to those that answered your demographic questions, you can send be the question answered as well as the answer given. Only those active subscribers that answered the question with the answer you select to mail by will receive this e-mail. You can select several questions and answers to send mail by.
5. Add Scheduled Mailing: This allows you to set up a scheduled mailing ( broadcast ) for any date in the future besides the day it is set up. You can send a plain text or HTML email.
Just follow the on screen instructions to set up a scheduled mailing.
6. View/ Edit Scheduled Mailing: This allows you view , edit or delete the scheduled mailing you have set up. The view only shows the plain text version of what was sent.
7. Mail History: This shows the history of all your broadcast mailings.
The Subscriber Menu gives you several options to view, manage, import, delete and edit your subscribers.
1. View Active Subscribers: Allows you to see and manage all your active subscribers. You can edit the subscriber info, move the subscriber to another autoresponder in this account.
This is also where you can add a note to be stored for a subscriber if you wish.
You can also group edit your subscribers here, delete the group,move the group or reset the next message to be received for the group:
2. View Pending Subscribers: This list all your pending subscribers, pending subscribers are those that have not confirmed if your account required confirmed opt-in.
3. View Deleted Subscribers: This list all your subscribers that have been deleted from this autoresponder. Deleted subscribers can be those that removed themselves, you deleted or were removed by the system admin at the request of the subscriber.
4. View Bounced Subscribers: This list all your subscribers that have had more than 2 e-mails to them bounce back to the system. There are many reasons why they may have bounced, filters, bad address, abandoned address or a full e-mail box they never check.
Remember ISP’s filter on many things, key words in the body and subject of your e-mails, URL’s in your e-mails, spam complaints, you will need to really look to find out why a e-mail bounced.
5. View By Next Message Due: Here you can view your subscribers by the next message they are due to receive. You can also edit and group edit the subscribers that are list here.
Select what to sort the display on via the drop down list and enter a message number due to have the list displayed by, the default is to display the subscribers that are due message 1:
6. View By Custom Questions: Here you can list your subscribers by any question questions they have answered, just select the question from the drop down menu and any subscriber that answered that question will be listed.
7. View By demographic Questions Answered: Here you can list your subscribers by any demographic question question they have answered, just select the question from the drop down menu and any
subscriber that answered that question will be listed along with their answer.
8. Ban Subscribers: Here you can ban a single or a list if subscribers by entering the e-mail address or address’s you want to ban from subscribing to your autoresponder.
9. List/Edit Banned Subscribers: Here you can list all the banned subscribers you have entered, you can also select to remove them from your ban list.
10. Ban Domains: Here you can enter a domain name or a list of domain names to ban from subscribing to your autoresponder, any email address at any domain you add will not be able to subscribe to your autoresponder.
11. List/ Edit Banned Domains: Here you can see a list of the domain you have banned, you can also remove any domain you have listed here.
12. Backup Subscribers: This is where you can generate a backup copy of your active subscriber list and all their custom question and demographic answers. This will create a comma delimited file for you to download to your PC. Just follow the online instructions to back up your data.
The RSS management Menu lets you add, view, send a message to your subscribers that are signed up to receive your RSS feed. These subscribers are not sent any e-mail the RSS feed is instant and they receive your messages as soon as they put the link into their RSS reader. You can also download a RSS reader here to use or give to your subscribers. This is a great way to keep in contact with anyone that has problems with receiving e-mail.
1. Add RSS Subscriber: Fill out the form to add a subscriber to your RSS feed, since you are doing this manually you will need to provide them with the feed URL that is shown after you add them.
2. List RSS Subscribers: This list your RSS subscribers, you can also move them to another autoresponder or reset the message they are to receive next.
3. Send Message to RSS Subscribers: Here you can send a message to all the RSS subscriber of this autoresponder, enter the subject and the HTML body of the message following the on screen instructions:
4. Get RSS Reader: Here you can download a RSS reader you can use. You will need to have a unzipping program like Win Zip to unzip the zip file, once unzipped Run the setup.exe file to install.
This section allows you to see the send stats of this autoresponder and to set up tracking URL’s you can use to keep track of click through’s.
1 Send Stats: This shows you a list of the dates email was sent by this autoresponder and the number of e-mails sent.
2. Add/Edit/Manage Tracking Links: This section allows you to set up a tracking link as well as manage and see the click through count of that link.
To Add a link click on the Add New Tracking Link link.
You can edit the tracking link, reset the click through total, view IP’s of all that have clicked the tracking link. You can also delete the tracking link if you wish.
Here you can update your account information.
Please note that if you change your e-mail address you will have to verify it before it is changed in the system. Please check the e-mail account of the new e-mail address for the verification e-mail and click the link to do the verification.
The main page of your autoresponder displays a lot of information about your autoresponder, this is designed to be easy for you to get a quick look at the status of this autoresponder: