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Campaign Commander Email & Mobile Edition User Guide Table of Contents
Table of Contents
Introduction About This Guide Typographic Conventions Feedback Support Options Training Options Useful Links Disclaimer Supported Browsers and Plugins Browser Installation & Configuration Adobe Flash Player Installation Messages Introduction The Messages Interface Creating an Email Creating an SMS Message Segments Introduction Purpose of Segmentation The Segments Interface Creating Segments Configuring Segment Criteria Combining Segments Creating Seed Lists Sampling Segments Counting Segment Members Editing and Deleting Segments Campaign Introduction The Campaign Interface Creating Campaigns Testing and Posting the Campaign Editing, Copying, and Deleting Campaigns Split Testing Introduction The Split Testing Interface Creating a Split Test Reflex Campaign Introduction Example Scenarios 3 3 3 4 4 4 4 4 5 5 8 9 9 10 22 56 64 64 64 65 76 79 86 88 90 91 92 93 93 94 103 106 108 109 109 110 114 118 118 118
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Campaign Commander Email & Mobile Edition User Guide Table of Contents
The Reflex Campaign Interface Creating a Reflex Campaign Defining the Reflex Campaign Rules Banner Introduction The Banner Interface Creating a Banner Editing Banners Reports Introduction Quick Access The Reports Interface Campaign Reports Reflex Reports Split Test Reports Test Report Snapshot Report Link Response Report Daily Response Report Social Influence Report
119 126 128 132 132 134 138 150 151 151 152 156 159 183 195 201 203 208 212 215
Introduction
About This Guide
This document is the Campaign Commander Email & Mobile Edition User Guide. It is intended for Campaign Commander Email & Mobile Edition users. It contains:
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descriptions of the elements making up the user interface instructions for using Campaign Commander Email & Mobile Edition features examples of how the features and functions can be used tips on how to get the most out of Campaign Commander Email & Mobile Edition
Typographic Conventions
The following typographic conventions are used: Procedures Multiple step procedures 1. Numbered lists are used for sequential steps. a. Lowercase alphabetic numbered lists are used for sequential sub-steps. Single step procedures
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Options/choices
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GUI elements and keyboard keys Bold blue typeface is used for graphical user interface elements, such as window names and menu items. Bold typeface is used for descriptive labels of graphical user interface elements (used when no text is associated to the GUI element or when the text associated to the GUI element is too long). Bold Century Schoolbook font is used for entered or generated text. Bold Lucinda Sans Typewriter font is used for keys of the keyboard. Underlined blue typeface is used for URLs, email addresses, and path names. References Image references are shown in orange (both in the text and in the image callouts). Example: A grey background is used to highlight examples. Note: Top and bottom borders and a blue background are used to highlight notes and prerequisites. TIP: Tips are framed with top and bottom borders.
Feedback
The Campaign Commander Email & Mobile Edition User Guide is constantly being enhanced to provide you with more and more information on creating, configuring, and managing emarketing campaigns using Campaign Commander Email & Mobile Edition. It currently does not cover all of the exciting features that Campaign Commander Email & Mobile Edition has to offer, but we promise you that you will not have to wait longmore help is coming soon! If you can't find the information you need or want to provide feedback, simply drop us a line at documentation@emailvision.com. We look forward to hearing from you!
Support Options
Emailvision provides you with a dedicated Account Manager to accompany you throughout the execution of your projects in Campaign Commander. Your Account Manager is the gateway to support, training, and professional services. Working with your Account Manager, you can rely on Emailvisions deliverability and technical support teams for complex troubleshooting and optimization.
Training Options
Emailvision provides fully comprehensive training ranging from basic product training through to advanced modules and both strategic and tactical marketing courses. The training courses are designed to help you increase productivity, develop new methods, and share best practices to optimize your email and social marketing campaigns. The Emailvision Academy, located in central London and in Paris, has state-of-the-art training rooms and equipment. To get more information on training, go to the Emailvision Academy website: http://www.emailvisionacademy.co.uk
Useful Links
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Disclaimer
While the information contained in this publication is believed to be true and accurate, Emailvision cannot accept any legal responsibility for any errors or omissions contained herein. All information is subject to change without notice. None of the material in this publication may be reproduced or transmitted in whole or in part without the express written permission of Emailvision.
Browser Requirements
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Windows
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Mozilla Firefox version 3.6, 6 Microsoft Internet Explorer version 8 Google Chrome version 12
Mac OS
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Note: Javascript, popup windows, cookies, and SSL 3.0 must be enabled for all browsers.
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Flash Requirements
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E nabling JavaScript
To enable scripting in Firefox: 1. Open the Tools menu and select Options... 2. In the Options window, click Content. 3. Check the Enable Javascript checkbox. 4. Click OK.
E nabling Popups
To enable pop-up windows in Firefox: 1. Open the Tools menu and select Options... 2. In the Options window, click Content. 3. Check whether the Block Popup Windows option is checked. If it is checked, popup windows will be blocked from all sites except those on the exceptions list. 4. Click the Exceptions button. 5. In the Exceptions window, type the URL of Campaign Commander Email & Mobile Edition and click the Allow button to add it the list of sites where popup windows are not blocked. 6. Close the Exceptions window and the Options window.
E nabling Cookies
To enable cookies in Firefox: 1. Open the Tools menu and select Options... 2. In the Options window, click Privacy. 3. Check the Accept Cookies From Sites checkbox. 4. Define for how long the cookies should be kept in the Keep Until drop-down menu.
E nabling SSL
To enable SSL in Firefox: 1. Open the Tools menu and select Options... 2. In the Options window, click Advanced. 3. For each of the options under Security, check the Use SSL 2.0 and Use SSL 3.0 checkboxes. 4. Click OK.
Google Chrome
Installing Chrome
You can download and install Google Chrome from this site: http://www.google.com/chrome
E nabling JavaScript
Note: JavaScript is enabled in Google Chrome by default. To enable JavaScript in Chrome: 1. Open the Customize and control Google Chrome menu and select Options (called Preferences in Mac and Settings in Chromebook). 2. In the left-hand menu, click Under the Hood. 3. In the Privacy section, click Content settings... 4. In the JavaScript section, select the Allow all sites to run JavaScript radio button. 5. Close the Options tab.
E nabling Popups
To enable pop-up windows in Chrome: 1. Open the Customize and control Google Chrome menu and select Options (called Preferences in Mac and Settings in Chromebook). 2. In the left-hand menu, click Under the Hood. 3. In the Privacy section, click Content settings... 4. In the Pop-ups section, select the Allow all sites to show pop-ups radio button.
E nabling Cookies
To enable cookies in Chrome:
1. Open the Customize and control Google Chrome menu and select Options (called Preferences in Mac and Settings in Chromebook). 2. In the left-hand menu, click Under the Hood. 3. In the Privacy section, click Content settings... 4. In the Cookies section, select the Allow local data to be set radio button.
E nabling SSL
To enable SSL in Chrome: 1. Open the Customize and control Google Chrome menu and select Options (called Preferences in Mac and Settings in Chromebook). 2. In the left-hand menu, click Under the Hood. 3. In the HTTPS/SSL section, check the Use SSL 3.0 checkbox.
E nabling JavaScript
To enable scripting in Internet Explorer: 1. Open the Tools menu and select Internet Options. 2. Open the Security tab. 3. Click Custom Level... 4. Scroll down the Settings list to Scripting. 5. In the Active Scripting subsection, select the Enable radio button. 6. Click OK.
E nabling Popups
To enable pop-up windows in Internet Explorer: 1. Open the Tools menu, select Pop-up Blocker and then Pop-up Blocker Settings. 2. Type the URL of Campaign Commander Email & Mobile Edition in the Address of website to allow field. 3. Click Add to add it to the list of sites where popup windows are not blocked.
E nabling Cookies
To enable cookies in Internet Explorer: 1. Open the Tools menu and select Internet Options. 2. Open the Privacy tab. 3. Click Sites. 4. Type the URL of Campaign Commander Email & Mobile Edition in the Address of website field. 5. Click Allow.
E nabling SSL
To enable SSL in Internet Explorer: 1. Open the Tools menu and select Internet Options. 2. Open the Advanced tab. 3. For each of the options under Security, check the Use SSL 2.0 and Use SSL 3.0 checkboxes. 4. Click OK.
Messages
Introduction
The Messages feature is the cornerstone of your campaign. It allows you to create the emails and SMS messages that you will associate to your classic and reflex campaigns, split runs, and RSS feeds. This essential and powerful feature is the medium for creating attractive emails that engage your readers and track their behavior within and outside of the email.
Create
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Engage
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Advanced personalization options to address the recipients and their interests directly Dynamic content: Display different content for different recipients
Share
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Add share links to your emails and let your recipients get the news out on the social networks.
Track
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Track your recipients' behavior both in and outside of the email to get a better understanding of their motivation and interests. Use the tracked information to create specific targets and further personalize your future campaigns. Create sophisticated reports that summarize your campaign's success
Campaign Commander Email & Mobile Edition User Guide The Messages Interface
New Email: In these screens, you can create and edit your emails.
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Step 1: Email header configuration Step 2: Email body creation Step 3: Email configuration validation
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New SMS: In this screen, you can create and edit your SMS messages. Email Archive: In this screen, you can consult your previously created emails. SMS Archive: In this screen, you can consult your previously created SMS messages.
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Campaign Commander Email & Mobile Edition User Guide New Email Screens
Step 1: Email header configuration Step 2: Email body creation Step 3: Email configuration validation
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Campaign Commander Email & Mobile Edition User Guide Step 1: Header Screen
Option
Description/Action
Message Name (1) Name of the email. Description (2) Description of the email.
Option From (Sender Email) (1) From (2) To (3) Subject (4) Reply To Email address (5) Reply To Label (6)
Description/Action The sender email address defined for your account. This entry can be changed in the Headers Setup (Mktg) of the Account Settings section. The information that will be displayed next to the sender email in the email's From field. The information that will be displayed in the email's To field. The information that will be displayed in the email's Subject field. The email address that should serve as the email's reply-to address. The information that will be displayed next to the reply-to email address.
Personalization This option allows you to add personalization to the email header data. (7) Example: If you want the To field to show the recipients title, first name, and last name; add the TITLE, FIRSTNAME, and LASTNAME fields (provided that these are the fields in which you have defined this information in your member database). Make sure to add a space between each field, or the title, first name, and last name will be displayed as one word.
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Campaign Commander Email & Mobile Edition User Guide Step 1: Header Screen
Option
Description/Action
Encoding (1) The encoding that will be applied to the email. Ignore Mailing Frequency Filter (2) This option is only displayed if you have a member mailing frequency filter in place. It allows you to deactivate the member mailing frequency filter applied to your account and thus guarantee that the message will be sent to all the members of the used segment(s)including those who have already received the maximum number of allowed messages for the period (as defined in the member mailing frequency control).
Windows Adds a Windows Live Hotmail Unsubscribe link to the email. Live Hotmail Unsubscribe link (3) Bounce Defines the email as a bounce back message. Back Message (4) Enable RSS (5) Expert (6) Visual (7) Template (8) Defines the email as being part of an RSS Feed campaign. Sets the email editing mode as Expert mode. This editing mode allows you to create and edit your email content in HTML format. Sets the email editing mode as Visual mode. This editing mode provides you with a rich-text editor to create and edit your email content. Sets the email editing mode as Template mode. This editing mode allows you to load a predefined template which you can fill with your content.
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Campaign Commander Email & Mobile Edition User Guide Step 1: Header Screen
Option
Description/Action
RSS Title (9) The RSS title that will appear in the subscriber's RSS reader application. Note: This field only appears if you have checked the Enable RSS checkbox. RSS Description (10) Publication Date (11) Associated Feed (12) The RSS description that will accompany the title. Note: This field only appears if you have checked the Enable RSS checkbox. The date that the email will be published in the RSS feed. Note: This field only appears if you have checked the Enable RSS checkbox. The feed where the email will be published. Note: This field only appears if you have checked the Enable RSS checkbox.
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Campaign Commander Email & Mobile Edition User Guide Step 2: Email Body Screen
Description/Action Displays and allows you to edit the HTML content of the email body. Note: This option is only available in template and visual mode.
Displays and allows you to edit the text content of the email body. Adds a share link to the email. The share options available depend on which share options have been configured for your account.
Content Upload Uploads a previously prepared creative to be used as your email body. (4) Template Upload (5) Copy HTML to Text (6) Uploads a template that can be filled out with new text and images. Note: This option is only available in template mode. Copies the HTML content into text format so that recipients with email accounts that cannot read HTML can still read the email.
Include Banner Inserts a previously created banner into your email body. (7) Track All Links (8) Tracks all the links in your email.
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Campaign Commander Email & Mobile Edition User Guide Step 2: Email Body Screen
Description/Action Manages and adds the following types of links to your email:
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Standard link: A standard link is any link that serves the sole purpose of linking to a web page. Unsubscribe link: When recipients click this link, the CCUNJOIN field of the member database is updated to show them as unsubscribed and they will not receive any further emails. All emails must contain an unsubscribe link to comply with anti-spam regulations. Advanced links o Personalized link: A personalized link is a link that adds a selected value from your member database to the end of the URL in order to redirect the recipient to a specific page based on that value. For example, you could send male and female recipients to different web pages based on their gender using the TITLE database field. o Update link: An update link is a link that, when clicked, will update a field in the member database. o Action link: An action link is a link that will trigger an action when clicked, e.g. a forward-to-a-friend link. This type of link needs to be pre-configured by Emailvision. If you wish to use action links, please contact your Account Manager. o Mirror link: A mirror link is a link that points to an automatically generated mirror page.
Loads external content from your CMS into your email body.
Message Personalizes the message using one of the following options: Personalization l Field: This option allows you to automatically update your message (11) with the contents of a field of your member database. l If : This option allows you to add conditional personalization to your message by entering different versions of HTML and/or text in the message depending on the value contained in a database field. l Multiple If : This option allows you to add conditional personalization to your message by automatically entering different versions of HTML and/or text in the message depending on the value contained in one of a selection of database fields. l Switch: This option allows you to add combined conditional personalization to your message by creating multiple conditions each with their own HTML and/or text input. l Date/Time: This option allows you to enter the recipient's local date and time in the message. Message Preview (12) Send Test Message (13) Deliverability Test (14) Displays a preview of the email. Sends one or more test emails to recipients of your choice. Tests the campaign's deliverability with the different ISPs. Note: Deliverability tests are only available if you have purchased a deliverability test package. Please contact your Account Manager if this option interests you.
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Campaign Commander Email & Mobile Edition User Guide Step 3: Save Email Screen
Option Message Id (1) Message Name (2) Description (3) From (email part) (4) From (label part) (5) To (6) Subject (7) Reply To (email part) (8) Reply To (label part) (9) Content (10) Links tracked (11)
Description/Action The unique identity number of the message. The name of the message as defined in step 1. The description of the message as defined in step 1. The sender email address displayed for the From (Sender Email) option in step 1. The information that will be displayed next to the sender email in the email's From field as defined in step 1. The information that will be displayed in the email's To field. The information that will be displayed in the email's Subject field. The email address which should serve as the email's reply-to address as defined in step 1. The information that will be displayed next to the reply-to email address as defined in step 1. The number of characters in the text and HTML parts of the email. The number and types of links tracked in the text and HTML parts of the email.
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Campaign Commander Email & Mobile Edition User Guide New SMS Screen
Option Message Name Name of the email (1) Description (2) From (3) Description of the email
Description/Action
Message Personalizes the SMS using one of the following options: Personalization l Field: This option allows you to automatically update your message (4) with the contents of a field of your member database. l If : This option allows you to add conditional personalization to your message by entering different versions of text in the message depending on the value contained in a database field. l Multiple If : This option allows you to add conditional personalization to your message by automatically entering different versions of text in the message depending on the value contained in one of a selection of database fields. l Switch: This option allows you to add combined conditional personalization to your message by creating multiple conditions each with their own text input. l Date/Time: This option allows you to enter the recipient's local date and time in the message. Message Preview (5) Send Test Message (6) Displays a preview of the message. Sends one or more test messages to recipients of your choice.
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Campaign Commander Email & Mobile Edition User Guide Email Archive Screen
Option Search
Description/Action
Create Message Creates a new message by opening the Step 1: Header screen. Allows you to search for a message. Display Options Configures the display of the Campaign Commander Email & Mobile Edition archive screens. ID Message Name Created by Association (ID) Workflow Edit Favorites Copy Preview Test Message Audit Deliverability Delete The unique identity number of the message. The name of the message. The creator of the message. The unique identity number of the associated campaign, split run, etc. Links the message to a workflow. Allows you to edit the message. Adds the message to your list of favorite messages. Copies the message. Displays a preview of the message. Tests the message. Tests the deliverability of the message. Selects the message for deletion. Note: Emails that have been sent as bounce back messages or in campaigns, reflex campaigns, and split runs cannot be deleted. Select/Deselect Selects or deselects all items. All Items
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Campaign Commander Email & Mobile Edition User Guide Email Archive Screen
Option
Description/Action
Delete Selected Deletes the selected items. Items Page numbers (1, Navigates between the different pages of listed messages. 2, 3...)
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Campaign Commander Email & Mobile Edition User Guide SMS Archive Screen
Create Message Creates a new message by opening the Create SMSMessage screen. Searches for a message. Display Options Configures the display of the Campaign Commander Email & Mobile Edition archive screens. ID Message Name Created by Association (ID) Workflow Edit The unique identity number of the message. The name of the message. The creator of the message. The unique identity number of the associated campaign, split run, etc. Links the message to a workflow. Edits the message. Note: Only emails that are not used in sent campaigns can be edited. Favorites Copy Delete Adds the message to your list of favorite messages. Copies the message. Deletes the message. Note: Emails that have been sent as bounce back messages or in tests, campaigns, reflex campaigns, and split runs cannot be deleted. Select/Deselect Selects all items when checked. Deselects all items when unchecked. All Items Delete Selected Deletes the selected items. Items Page numbers (1, Navigates between the different pages of listed messages. 2, 3...)
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Campaign Commander Email & Mobile Edition User Guide Creating an Email
Creating an Email
To create a new email: 1. In the left-hand menu, expand Campaigns and click Message. 2. Click New and select New Email . 3. Configure the email header (see Configuring the Email Header on page 23). a. Name (and describe) your email. b. Configure the email header information. 4. Configure the email body using one of the following methods (see Creating the Email Body on page 26). Prerequisite: All images must be uploaded onto the FTP server (see Hosting Images on page 55). The following options are available for adding content to your email:
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Type the text and/or HTML code of your creative. Copy and paste text and/or HTML from a previously prepared creative.
Note: If you copy and paste content from another email in Campaign Commander Email & Mobile Edition, untrack all links before copying the content from the original email.
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Upload the content from a previously prepared creative. Upload a template and add text and images to the editable parts of the template. Add external content from your CMS to the email. Add one or more banners.
5. If you want to personalize the email, add one or more types of personalization (see Personalizing the Email on page 36). 6. Configure and track the different types of links in your email (see Managing Links on page 29). 7. Create the text version of your email (see Creating a Text Version of Your Email on page 50). 8. Preview the email (see Previewing the Email on page 50). 9. Send a test email (see Sending a Test Message on page 50). 10. If you want to check the deliverability rate of the email, carry out a deliverability test (see Deliverability Testing the Email on page 51). 11. Validate the email configuration by clicking Save and go to Step 3.
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Campaign Commander Email & Mobile Edition User Guide Configuring the Email Header
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Campaign Commander Email & Mobile Edition User Guide Configuring the Email Header
Example: If you want the To field to show the recipients title, first name, and last name; add the TITLE, FIRSTNAME, and LASTNAME fields (provided that these are the fields in which you have defined this information in your member database). Make sure to add a space between each field, or the title, first name, and last name will be displayed as one word. 4. In the Subject field, enter the information you would like to have displayed in the email's Subject field. 5. In the Reply To Email address field, enter the email address which should serve as the email's reply-to address. 6. In the Reply To Label field, enter the information you would like to have displayed next to the reply-to email address. 7. If you have custom headers set up for your account, you can configure the custom header using one of the following options.
8. Select the encoding that should be applied to the message in the Encoding drop-down menu. 9. If you have a member mailing frequency filter applied to your account, you can choose to deactivate it by checking the Ignore Mailing Frequency Filter checkbox. 10. If you want to add a Windows Live unsubscribe link, check the Windows Live Hotmail Unsubscribe link. 11. To add an unsubscribe confirmation page, click the Click for more options link and enter the URL of the page in the Confirmation page URL field. 12. If you want the email to serve as a bounce back message, check the Bounce Back Message checkbox. Note: This option is only available if bounce back messages are activated for your account. 13. If you want to use the email as part of an RSSFeed campaign, check the Enable RSS checkbox. Prerequisite: You must have configured an RSS feed through the RSS Feed feature before creating your email. a. In the RSS Title field, enter the RSS title that will appear in the subscriber's RSS reader application.
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Campaign Commander Email & Mobile Edition User Guide Configuring the Email Header
b. In the RSS Description field, enter a description to accompany the title. c. Select the date of publication. By default, this field shows the current date and time so if you do not change it, the email will be immediately published in the RSS feed when you save. d. Select the RSS feed to which the email should be published in the Associated Feed drop-down menu.
14. Select the editing mode that you want to use to create your email content:
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Expert: This editing mode allows you to create and edit your email content in HTML format. Visual : This editing mode provides you with a rich-text editor to create and edit your email content. Template: This editing mode allows you to load a predefined template which you can fill with your content.
Click Save.
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Campaign Commander Email & Mobile Edition User Guide Creating the Email Body
Adding Content
Prerequisite: All images must be uploaded onto the FTP server (see Hosting Images on page 55). The following options are available for adding content to your email:
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Type the text and/or HTML code of your creative. Copy and paste text and/or HTML from a previously prepared creative.
Note: If you copy and paste content from another email in Campaign Commander Email & Mobile Edition, untrack all links before copying the content from the original email.
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Upload the content from a previously prepared creative. Upload a template and add text and images to the editable parts of the template. Add external content from your CMS to the email. Add one or more banners.
Uploading Content To upload the content of your email from a previously prepared creative: 1. Click Content Upload. 2. In the Message - Upload window, enter the URL of the creative or browse to the location of the creative and click Upload. Note: If you use a creative hosted on your CMS, uploading it will copy the HTML code into the email body. Any edits made to the CMS-hosted version will not impact the copied version. If you want to dynamically link your message to your CMS-hosted creative, use the External Content option.
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Campaign Commander Email & Mobile Edition User Guide Creating the Email Body
Uploading a Template Note: To upload a template, you must be in template editing mode. To create an email based on a template: 1. Click Template Upload. 2. In the My Templates screen, select the template by clicking the select message icon to its right. 3. Modify the editable zones of the template as desired.
Adding Dynamic External Content You can add dynamic external content to a part of an email or create an email entirely composed of dynamic external content. To add content from your CMS to a part of the email: 1. Enter &&& in the part of the email where you want the external content to appear. 2. Click External Content. 3. Enter the URL of the content.
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Campaign Commander Email & Mobile Edition User Guide Creating the Email Body
4. If you want to enable caching, check the Enable Caching? checkbox. This will prevent the content from having to be reloaded for each member. Note: Caching cannot be combined with message personalization. If you check the Enable Caching? checkbox, the message personalization field will no longer be available. 5. If you want to add personalization, select the field to which the personalization should apply. To create an email entirely composed of content from your CMS: 1. Delete the <html></html> and <body></body> tags. 2. Enter &&& after the [EMV HTMLPART] tag. 3. Click External Content. 4. Enter the URL of the content. 5. If you want to enable caching, check the Enable Caching? checkbox. This will prevent the content from having to be reloaded for each member. Note: Caching cannot be combined with message personalization. If you check the Enable Caching? checkbox, the message personalization field will no longer be available. 6. If you want to add personalization, select the field to which the personalization should apply.
Adding Banners If you want to add a banner to the email: 1. Enter &&& in the part of the email where you want the banner to appear. Note: If there are multiple occurrences of &&& in the email, only the first occurrence will be replaced. 2. Click Include Banner. 3. Select a previously created banner from the list displayed in the Banner Archive window and click Add. 4. The banner is added to the email replacing the first occurrence of &&&.
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Campaign Commander Email & Mobile Edition User Guide Managing Links
Managing Links
T racking Links
After adding your content, you can choose to track your links for the purpose of reporting and to create segments based on behavioral criteria. To track all the links in your email:
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To track one or more links in your email: 1. Click Link Management. 2. In the Link Management window, check the checkboxes of the identified links which you want to track and click Track selected items. 3. If you have multiple links with the same URL in your email body, you can choose to:
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Track them individually, by selecting the Select Duplicate option. Track them as one tracked link, by selecting the No Duplicate option. Track them as one tracked link per part (i.e. one tracked link per HTML part and one tracked link per text part), by selecting Duplicate By Part option.
To edit which links are tracked: 1. Click Link Management. 2. In the Link Management window, check the checkboxes of the listed tracked links that you do not want to track and click Untrack selected items.
Adding Links
The following types of links can be added to your email:
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Standard link: A standard link is any link that serves the sole purpose of linking to a web page. Unsubscribe link: When recipients click this link, the CCUNJOIN field of the member database is updated to show them as unsubscribed and they will not receive any further emails. All emails must contain an unsubscribe link to comply with anti-spam regulations. Advanced link
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Personalized link: A personalized link is a link that adds a selected value from your member database to the end of the URL in order to redirect the recipient to a specific page based on that value. For example, you could send male and female recipients to different web pages based on their gender using the TITLE database field. Update link: An update link is a link that, when clicked, will update a field in the member database. Action link: An action link is a link that will trigger an action when clicked, e.g. a forward-to-a-friend link. This type of link needs to be pre-configured by Emailvision. If you wish to use action links, please contact your Account Manager. Mirror link: A mirror link is a link that points to an automatically generated mirror page.
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Campaign Commander Email & Mobile Edition User Guide Managing Links
Share link: This type of link allows your recipients to share the email on one or more social networks.
Adding Standard Links A standard link is any link that serves the sole purpose of linking to a web page. To add a standard link to your email: 1. Enter &&& in the part of the email where you want the link to appear. 2. Click Link Management. 3. In the Link Management window, click the Create Standard Link button. 4. In the Name field, enter a unique name for the link. 5. In the Url field, enter the URL of the link. 6. Click Choice1: Save Link to save the link but not add it to the email. 7. Click Choice2: Save/Add Link to save the link and add it to the email.
Adding Unsubscribe Links When recipients click this link, the CCUNJOIN field of the member database is updated to show them as unsubscribed and they will not receive any further emails. All emails must contain an unsubscribe link to comply with anti-spam regulations. To add an unsubscribe link: 1. Enter &&& in the part of the email where you want the link to appear. 2. Click Link Management. 3. In the Link Management window, click the Create Unsubscribe Link button. 4. In the Name field, enter a name for the link. Ideally, the name should identify the link as being the unsubscribe link. 5. If you want the recipient to be redirected to a landing page to confirm the unsubscription: a. In the Page OK field, enter the URL of the landing page that will be used to show that the unsubscription was successful. b. In the Page Error field, enter the URL of the landing page that will be used to show that the unsubscription was not successful.
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Campaign Commander Email & Mobile Edition User Guide Managing Links
6. If you want the recipient to receive an email to confirm the unsubscription: a. In the Message OK drop-down menu, select the message that will be sent to the recipients to inform them that they have successfully unsubscribed. b. In the Message Error drop-down menu, select the message that will be sent to the recipients to inform them that they are not unsubscribed. 7. Click Choice1: Save Link to save the link but not add it to the email. 8. Click Choice2: Save/Add Link to save the link and add it to the email.
Adding Personalized Links A personalized link is a link that adds a selected value from your member database to the end of the URL in order to redirect the recipient to a specific page based on that value. For example, you could send male and female recipients to different web pages based on their gender using the TITLE database field. To add a personalized link: 1. Enter &&& in the part of the email where you want the link to appear. 2. Click Link Management. 3. In the Create Advanced Link drop-down menu, select Pers. Link. 4. In the Name field, enter a unique name for the link. 5. In the Url field, enter the URL of the link. 6. In the Choose a field to add to Url drop-down menu, select the database field whose contents will be added to the end of the URL in order to personalize the landing pages of each recipient. Note: You need to add the personalized URLs to your website as new pages or as redirections to existing pages to complete the link personalization process. 7. Click Choice1: Save Link to save the link but not add it to the email. 8. Click Choice2: Save/Add Link to save the link and add it to the email.
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Campaign Commander Email & Mobile Edition User Guide Managing Links
Adding Update Links An update link is a link that, when clicked, will update a field in the member database. To add an update link: 1. Enter &&& in the part of the email where you want the link to appear. 2. Click Link Management. 3. In the Create Advanced Link drop-down menu, select Update Link. 4. In the Name field, enter a unique name for the link. 5. In the Parameters field, enter the name of the database field and the value that will be entered into the database field when the link is clicked, respecting the following format: field name='value'. E.g. TITLE='Mrs'. 6. If you want the recipient to be redirected to a landing page to confirm the update: a. In the Page OK field, enter the URL of the landing page that will be used to show that the update was successful. b. In the Page Error field, enter the URL of the landing page that will be used to show that the update was not successful. 7. If you want the recipient to receive an email to confirm the update: a. In the Message OK drop-down menu, select the message that will be sent to the recipients to inform them that they have successfully updated their information. b. In the Message Error drop-down menu, select the message that will be sent to the recipients to inform them that their information was not updated. 8. Click Choice1: Save Link to save the link but not add it to the email. 9. Click Choice2: Save/Add Link to save the link and add it to the email.
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Campaign Commander Email & Mobile Edition User Guide Managing Links
Adding Action Links An action link is a link that will trigger an action when clicked, e.g. a forward-to-a-friend link. This type of link needs to be pre-configured by Emailvision. If you wish to use action links, please contact your Account Manager. To add an action link: 1. Enter &&& in the part of the email where you want the link to appear. 2. Click Link Management. 3. In the Create Advanced Link drop-down menu, select Action Link. 4. In the Name field, enter a unique name for the link. 5. In the Action field, enter the name of the Action as defined with your Account Manager. 6. If you want the recipient to be redirected to a landing page to confirm the action: a. In the Page OK field, enter the URL of the landing page that will be used to show that the action was successful. b. In the Page Error field, enter the URL of the landing page that will be used to show that the action was not successful. 7. If you want the recipient to receive an email to confirm the action: a. In the Message OK drop-down menu, select the message that will be sent to the recipients to inform them the action was successful. b. In the Message Error drop-down menu, select the message that will be sent to the recipients to inform them that the action was not successful. 8. Click Choice1: Save Link to save the link but not add it to the email. 9. Click Choice2: Save/Add Link to save the link and add it to the email.
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Campaign Commander Email & Mobile Edition User Guide Managing Links
Adding Mirror Links A mirror link is a link that points to an automatically generated mirror page. To add a mirror link: 1. Enter &&& in the part of the email where you want the link to appear. 2. Click Link Management. 3. In the Create Advanced Link drop-down menu, select Mirror Link. 4. In the Name field, enter a unique name for the link. 5. Click Choice1: Save Link to save the link but not add it to the email. 6. Click Choice2: Save/Add Link to save the link and add it to the email.
Adding Share Links This type of link allows your recipients to share the email on one or more social networks. To add a share link: 1. Enter &&& in the part of the email where you want the link to appear. 2. Click Share. 3. In the Share with my Network window, select whether you want to add a share link or button. 4. If you chose to add a share button, select which share button you want to add by clicking the corresponding image. 5. Select the language of the landing page to which the recipients will be redirected when they click the link. 6. Click the Add to Body button to save the link and add it to the email.
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Campaign Commander Email & Mobile Edition User Guide Managing Links
35
Campaign Commander Email & Mobile Edition User Guide Personalizing the Email
using:
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Campaign Commander Email & Mobile Edition User Guide Personalizing the Email
Adding If Personalization
If personalization allows you to add conditional personalization to your message by entering different versions of HTML and/or text in the message depending on the value contained in a database field. To add If personalization: 1. Enter &&& in the part of the message where you want to add the personalization. 2. Click Message Personalization. 3. In the Message Personalization window, go to the If tab. 4. In the If drop-down menu, choose which member database field will be used as the reference. 5. Select the operator in the drop-down menu to the right of the If drop-down menu.
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= : The database field value is equal to the entered value. != : The database field value is not equal to the entered value. > : The database field value is superior to the entered value. This operator is only available for numeric and date values. >= : The database field value is superior or equal to the entered value. This operator is only available for numeric and date values. < : The database field value is inferior to the entered value. This operator is only available for numeric and date values. <= : The database field value is inferior or equal to the entered value. This operator is only available for numeric and date values. contains: The database field contains the entered value.
6. Enter the value on which the operator acts in the field on the right. 7. In the Then field, enter the text that should appear if the value in the member database field matches your criteria. 8. In the Else field, enter the text that should appear if the value in the member database does not match your criteria. This field can also be left empty if you want nothing to appear. 9. Click Add to Body to add the personalization to the message.
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Campaign Commander Email & Mobile Edition User Guide Personalizing the Email
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Campaign Commander Email & Mobile Edition User Guide Personalizing the Email
1. Enter &&& in the part of the message where you want to add the personalization. 2. Click Message Personalization. 3. In the Message Personalization window, go to the Switch tab. 4. In the Switch drop-down menu, select the member database field that will be used as reference. 5. In the Case 1 field, enter one of the values that should match the database field content to trigger the insertion of the conditional HTML and/or text. 6. In the Insert 1 field, enter the HTML and/or text that will be displayed if the first condition is met. 7. In the Case 2 field, enter the second value that should match the database field content to trigger the insertion of the conditional HTML and/or text. 8. In the Insert 2 field, enter the HTML and/or text that will be displayed if the second condition is met. 9. In the Case 3 field, enter the third value that should match the database field content to trigger the insertion of the conditional HTML and/or text. 10. In the Insert 3 field, enter the HTML and/or text that will be displayed if the third condition is met. 11. In the Default field, enter the HTML and/or text that will be displayed if none of the conditions are met. 12. Click Add to Body to add the personalization the message.
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Campaign Commander Email & Mobile Edition User Guide Personalizing the Email
40
Campaign Commander Email & Mobile Edition User Guide Campaign Commander Email & Mobile Edition Email Syntax
HTML part Defines the HTML part of an email [EMV HTMLPART] HTMLemail content HTMLemail content: HTMLcontent of the email
External content Adds dynamic external content to a part of an email or composes an email using the external content Tracked link Tracks the links contained in the email General tracking: [EMV LINK] link ID[EMV /LINK] link name: the General tracking examples name of the link as it [EMV LINK]1[EMV /LINK] should appear in the email link ID: the ID number of the link. You need to have added the link in the Link Management feature to obtain a link ID. Localized tracking examples <a href="[EMV LINK]1 [EMV /LINK]">Emailvision</a> [EMV EXTERNAL] [EMV URLNAME]URL to external content[EMV /URLNAME] [EMV /EXTERNAL] URL to external content: the URL of the external content (e.g. the creative hosted on the CMS) [EMV EXTERNAL] [EMV CACHED]false [EMV /CACHED] [EMV URLNAME] http://www.emailvision.com [EMV /URLNAME] [EMV /EXTERNAL]
Localized tracking <a href="[EMV LINK] link ID [EMV /LINK]"> link name </a> Tracked links in external content Tracks links in CMS-hosted emails Cache [EMV URL]URL[EMV /URL]
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Campaign Commander Email & Mobile Edition User Guide Campaign Commander Email & Mobile Edition Email Syntax
Description
Composition
Accepted Values true or false: enter true to activate caching or false to deactivate caching Note: Caching cannot be combined with dynamic content (e.g. message personalization). If you activate caching, content will become static.
Examples [EMV EXTERNAL] [EMV CACHED]true [EMV /CACHED] [EMV URLNAME] http://www.emailvision.com [EMV /URLNAME] [EMV /EXTERNAL]
[EMV CACHED] true Stores the content in cache, or false [EMV thus allowing for /CACHED] faster email creation
Static Banner Adds a banner to [EMV INCLUDE]banner the email ID[EMV /INCLUDE] Dynamic Banner Dynamically adds the banner entered for the member in the member database [EMV DYNINCLUDE][EMV INCFIELD]banner ID field [EMV /INCFIELD][EMV DEFAULTINC] banner ID[EMV /DEFAULTINC][EMV DYNINCLUDE] banner ID field: the name of the column in the member table containing the banner ID banner ID: the ID of the default banner that will be used if no banner is defined for the member in the member table [EMV [EMV [EMV [EMV [EMV [EMV DYNINCLUDE] INCFIELD]CODE /INCFIELD] DEFAULTINC]123 /DEFAULTINC] DYNINCLUDE] banner ID: the ID of the banner [EMV INCLUDE]123 [EMV /INCLUDE]
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Campaign Commander Email & Mobile Edition User Guide Campaign Commander Email & Mobile Edition Email Syntax
Personalization
Description Field Automatically updates your message with the contents of a field of your member database If Adds conditional personalization to your message by entering different versions of HTML and/or text in the message depending on the value contained in a database field [EMV IF] value operator field [EMV THEN] displayedcontent [EMV /THEN] [EMV /IF]. value: the value that the operator acts on operator:
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Composition
Accepted Values
Examples
[EMV field: any FIELD] field database field [EMV name /FIELD]
[EMV IF]POINTS>30000 [EMV THEN] Congratulations! You have over 30,000 points.[EMV /THEN][EMV /IF]
field: any database field name displayedcontent: the content that will be displayed if the condition is met Multiple if
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Campaign Commander Email & Mobile Edition User Guide Campaign Commander Email & Mobile Edition Email Syntax
Description Adds conditional personalization to your message by automatically entering different versions of HTML and/or text in the message depending on the value contained in one of selection of database fields
Composition [EMV IF] "value" operator {field1, field2, field3, field4} [EMV THEN] displayedcontent [EMV /THEN] [EMV /IF]
Accepted Values value: the value that the operator acts on operator:
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Examples [EMV IF] "football" in {sport1, sport2, sport3, sport4} [EMV THEN]Since you are a football fan, you will receive two free tickets to the next game! [EMV /THEN][EMV /IF]
field1, field2, etc: database field names displayedcontent: the content that will be displayed if the condition is met Switch Adds combined conditional personalization to your message by creating multiple conditions each with their own HTML and/or text input [EMV SWITCH] field [EMV CASE] value [EMV /CASE] [EMV CASE] value [EMV /CASE] [EMV /SWITCH] [EMV SYSDATE] dateformat, countrycode [EMV /SYSDATE] field: any database field name value: the value that the operator acts on [EMV SWITCH] country [EMV CASE]"France": Special offers for French citizens![EMV /CASE] [EMV CASE]"United Kingdom": Special offers for British citizens! [EMV /CASE] [EMV /SWITCH]
Date/Time Enters the recipient's local date and time in the message date-format: [EMV SYSDATE] dd/MM/yyyy,fr the date [EMV /SYSDATE] format countrycode: the country code
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Campaign Commander Email & Mobile Edition User Guide Campaign Commander Email & Mobile Edition Email Syntax
Either enter the body of the HTML email content between the <body> and </body> tags and then click Copy Html to text to automatically create a text version of the HTML. Or enter the text part of the email after the [EMV TEXTPART] tag and the body of the HTML email content between the <body> and </body> tags.
When you upload content, Campaign Commander Email & Mobile Edition replaces the existing content with your uploaded content automatically detecting the format so that the appropriate tag precedes it. If you copy and paste content into the email content field, make sure that you paste it between the appropriate tags.
In the HTML part of the email, enter the URL of your external content between the [EMV EXTERNAL] [EMV URLNAME] and [EMV /URLNAME] [EMV /EXTERNAL] tags.
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Campaign Commander Email & Mobile Edition User Guide Campaign Commander Email & Mobile Edition Email Syntax
track each instance individually. General Tracking General tracking allows you to add the tracked link coding to the email invisibly. Any link listed in the general tracked link code will be tracked. However, if you have the same link in two locations in the email and want to track them separately to find out which location attracts more clicks, you should use localized tracking. If you want to associate an ID to your link: 1. Add the link through the Link Management feature but instead of clicking Choice2: Save/Add Link, just click Choice1: Save Link (see Managing Links on page 29). 2. Note the ID number to insert it between the tracked link tags. Example: [EMV LINK]1[EMV /LINK] Localized Tracking Localized tracking allows you to track every link individually. If the same link is present in multiple places in the email, each instance will be tracked separately. If you want to associate an ID to your link: 1. Add the link through the Link Management feature but instead of clicking Choice2: Save/Add Link, just click Choice1: Save Link (see Managing Links on page 29). 2. Note the ID number to insert it between the tracked link tags. Example: <a href="[EMV LINK]1[EMV /LINK]">Emailvision</a> Tracked Links in External Content Syntax To track links in external content:
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Enclose each of the links in [EMV URL] and [EMV /URL] tags.
Note: If the external content is dynamic (i.e. different content appears for different recipients), you need to deactivate caching. Example: [EMV URL]http://www.emailvision.com[EMV /URL]
Cache Syntax
Note: Caching cannot be combined with personalized links. To activate caching for external content:
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Add the [EMV CACHED]true[EMV /CACHED] code in your external content code as shown in the following example.
Example: [EMV EXTERNAL] [EMV CACHED]true[EMV /CACHED] [EMV URLNAME] http://www.emailvision.com [EMV /URLNAME] [EMV /EXTERNAL]
Banner Syntax
Static Banners
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Campaign Commander Email & Mobile Edition User Guide Campaign Commander Email & Mobile Edition Email Syntax
To add a static banner to an email: In the part of the email where you want the banner to appear: 1. Enter [EMV INCLUDE] 2. Followed by the banner ID number 3. Followed by the [EMV /INCLUDE] closing tag. Example: [EMV INCLUDE]123[EMV /INCLUDE] Dynamic Banners To add a dynamic banner to an email: In the part of the email where you want the banner to appear: 1. Enter [EMV DYNINCLUDE][EMV INCFIELD] 2. Followed by the name of the column in the member table containing the banner ID number associated to each member 3. Followed by [EMV /INCFIELD][EMV DEFAULTINC] 4. Followed by the banner ID number of the banner that should be used if no banner is associated to the member in the member table 5. Followed by the [EMV /DEFAULTINC][EMV /DYNINCLUDE] closing tags. Example: [EMV DYNINCLUDE][EMV INCFIELD]CODE[EMV /INCFIELD][EMV DEFAULTINC]123[EMV /DEFAULTINC][EMV /DYNINCLUDE]
Personalization Syntax
To better understand personalization and to be able to add personalization manually, you need to understand the syntax used. Field Personalization Field personalization allows you to automatically update your message with the contents of a field of your member database. For example, you could add a recipient's title, first name, and last name by entering field personalization for the fields TITLE, FIRSTNAME, and LASTNAME. Note: Do not forget to add spaces between each field personalization or the contents of all the fields will be combined to make one word. Example: Dear [EMV FIELD]TITLE[EMV /FIELD] [EMV FIELD]FIRSTNAME[EMV /FIELD] [EMV FIELD]LASTNAME[EMV /FIELD] If Personalization If personalization allows you to add conditional personalization to your message by entering different versions of HTML and/or text in the message depending on the value contained in a database field. The following operators and value formats can be combined in If personalization: Operators The following boolean operators can be used to broaden or narrow the criteria.
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Campaign Commander Email & Mobile Edition User Guide Campaign Commander Email & Mobile Edition Email Syntax
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AND: Both sets of criteria must be matched OR: One of the two sets of criteria must be matched NOT: Must not match the criteria
The following operators are used to compare the entered value to the field data.
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=: The field contains the precise equivalent of the characters entered. !=: The field does not contain the precise equivalent of the characters entered. >: The field contains a value superior to the value entered. >=: The field contains a value superior or equal to the value entered. <: The field contains a value inferior to the value entered. <=: The field contains a value inferior or equal to the value entered. contains: The field contains the characters entered.
Value formats The following value formats can be used as personalization criteria:
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alphanumeric: Alphanumeric strings must appear between double quotation marks (""). numeric date null
Example: [EMV IF]POINTS>30000[EMV THEN]Congratulations! You have over 30,000 points.[EMV /THEN][EMV /IF] Multiple If Personalization Multiple If personalization allows you to add conditional personalization to your message by automatically entering different versions of HTML and/or text in the message depending on the value contained in one of a selection of database fields. The following operators and value formats can be combined in Multiple If personalization: Operators
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The following boolean operators can be used to broaden or narrow the criteria.
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AND: Both sets of criteria must be matched OR: One of the two sets of criteria must be matched NOT: Must not match the criteria
The following operators are used to compare the entered value to the field data.
l l l l l
=: The field contains the precise equivalent of the characters entered. !=: The field does not contain the precise equivalent of the characters entered. >: The field contains a value superior to the value entered. >=: The field contains a value superior or equal to the value entered. <: The field contains a value inferior to the value entered.
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Campaign Commander Email & Mobile Edition User Guide Campaign Commander Email & Mobile Edition Email Syntax
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<=: The field contains a value inferior or equal to the value entered. contains: The field contains the characters entered.
Value formats The following value formats can be used as personalization criteria:
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alphanumeric: Alphanumeric strings must appear between double quotation marks (""). numeric date null
Example: [EMV IF] "football" in {sport1, sport2, sport3, sport4} [EMV THEN]Since you are a football fan, you will receive two free tickets to the next game! [EMV /THEN][EMV /IF] Switch Personalization Switch personalization allows you to add combined conditional personalization to your message by creating multiple conditions each with their own HTML and/or text input. The following value formats can be used in Switch personalization: Value formats The following value formats can be used as personalization criteria:
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alphanumeric: Alphanumeric strings must appear between double quotation marks (""). numeric date null
Example: [EMV SWITCH] country[EMV CASE]"France": Special offers for French citizens![EMV /CASE] [EMV CASE]"United Kingdom": Special offers for British citizens! [EMV /CASE] [EMV /SWITCH]
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Campaign Commander Email & Mobile Edition User Guide Finalizing the Email
Note: This should be done once you have completed all modifications to the HTML content of the email.
Enter the email address of the recipient in the New Test Email field and click Add. Then select the email address from the list at the bottom of the window. Select an email address from the list at the bottom of the window.
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Campaign Commander Email & Mobile Edition User Guide Finalizing the Email
Select a group of email addresses from the drop-down menu. To create a new group: a. Enter the email address of the recipient in the New Test Email field. b. Repeat the above step for every email address that should make up the group. c. Enter a name for the group. d. Select the email addresses that should make up the group from the list at the bottom of the window by checking their checkboxes. e. Click the Save icon.
6. Click the Send Test button. 7. When you receive the test email(s), you should click all the tracked links and check the results in the Test reports to make sure that you have correctly configured link tracking. Note: If you selected to test all parts of the email, you will receive three emails. Deliverability Testing the Email The coding and wording in your email can affect its chances of ending up in a recipient's inbox. The deliverability test option allows you to test the deliverability rate of your email with the ESPs. Note: Deliverability tests are only available if you have purchased a deliverability test package. Please contact your Account Manager if this option interests you. To test your email's deliverability rate: 1. Click Deliverability Test in the Toolbox. 2. In the Deliverability Optimization Test window, enter the personalization values in the provided fields. 3. Select the type(s) of deliverability tests you want to perform:
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Message Rendering Report: This report allows you to see how your email will appear in the various ESPs. Spam Check Report: The spam check report shows you the probability of your email ending up in a recipient's inbox or junk mail. Message Assessment Report: This report analyzes the quality of the email (i.e. link problems, HTML errors, spelling mistakes, spam word usage, etc.).
Inbox Preview Report: This report displays the percentage of emails that end up in the inbox, bulk mail, or spam of the various ESPs.
4. Click Generate. 5. The report results will be displayed in the Deliverability section of Campaign Commander Email & Mobile Edition.
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Campaign Commander Email & Mobile Edition User Guide Finalizing the Email
Note: Getting complete reports can take several minutes. Please submit your test(s) and wait a few minutes before checking your reports.
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Campaign Commander Email & Mobile Edition User Guide Saving the Email
Click Save.
Step 3 gives you an overview of your email's configuration allowing you to check that the header and content contain the desired elements. If the email requires further adjustments, you can return to the header and body editing screens. If no changes are needed, you can go the Message Archive where you can:
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Assign the email to a workflow Edit the email Add the email to your list of favorites Copy the email Preview the email Test the email Deliverability test the email
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Campaign Commander Email & Mobile Edition User Guide Editing, Copying, and Deleting Emails
E diting E mails
To edit an email: 1. In the left-hand menu, expand Campaigns and click Message. 2. Click Archive and select Email Archive. 3. In the Email Archive screen, click the Edit icon to the right of the email you want to edit. 4. Edit the email as desired (see Creating an Email on page 22)
Copying E mails
Instead of creating a new email, you can copy and edit a previously created email. To copy an email: 1. In the left-hand menu, expand Campaigns and click Message. 2. Click Archive and select Email Archive. 3. In the Email Archive screen, click the Copy icon to the right of the email you want to copy. 4. In the Copy Message screen, enter a new name for the email and click Save.
Deleting E mails
Note: Emails that have been sent as bounce back messages or in campaigns, reflex campaigns, and split runs cannot be deleted. To delete an email: 1. In the left-hand menu, expand Campaigns and click Message. 2. Click Archive and select Email Archive. 3. In the Email Archive screen, check the Delete checkbox to the right of the email(s) you want to delete. 4. Click the Delete icon to the bottom right of the list of emails. 5. In the Delete Messages screen, click the Delete button.
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Campaign Commander Email & Mobile Edition User Guide Hosting Images
Hosting Images
Prerequisite: You need to have the address of the FTP server. If you do not already have this information, please contact your Account Manager. 1. Connect to the FTP server using an FTP client. 2. Enter your Campaign Commander Email & Mobile Edition login and password when prompted. 3. If this is your first connection, create a new folder and name it Images. 4. Open the Images folder. 5. Copy your images into the Images folder.
Referencing Images
1. Copy the address of the Images folder (e.g. ftp://webe.emv3.com/images/) and paste it into Notepad or another text editor. 2. Replace the ftp part of the address to http. 3. If you created subfolders in the Images folder, add the subfolder names to the end of the address (e.g. http://webe.emv3.com/images/subfolder1/subfolder 2/). 4. Copy the image file name and add it to the end of the address (e.g. http://webe.emv3.com/images/subfolder1/my-image.png). You now have your image link. 5. Use this image link to reference the image in your creative. TIP: To test that the image link works, paste it into your browser.If the image is displayed, the link is correct.
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Campaign Commander Email & Mobile Edition User Guide Creating an SMS Message
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Campaign Commander Email & Mobile Edition User Guide Personalizing the SMS Message
Adding If Personalization
If personalization allows you to add conditional personalization to your message by entering different versions of text in the message depending on the value contained in a database field. To add If personalization: 1. Enter &&& in the part of the message where you want to add the personalization. 2. Click Message Personalization. 3. In the Message Personalization window, go to the If tab. 4. In the If drop-down menu, choose which member database field will be used as the reference. 5. Select the operator in the drop-down menu to the right of the If drop-down menu.
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= : The database field value is equal to the entered value. != : The database field value is not equal to the entered value.
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Campaign Commander Email & Mobile Edition User Guide Personalizing the SMS Message
> : The database field value is superior to the entered value. This operator is only available for numeric and date values. >= : The database field value is superior or equal to the entered value. This operator is only available for numeric and date values. < : The database field value is inferior to the entered value. This operator is only available for numeric and date values. <= : The database field value is inferior or equal to the entered value. This operator is only available for numeric and date values. contains: The database field contains the entered value.
6. Enter the value on which the operator acts in the field on the right. 7. In the Then field, enter the text that should appear if the value in the member database field matches your criteria. 8. In the Else field, enter the text that should appear if the value in the member database does not match your criteria. This field can also be left empty if you want nothing to appear. 9. Click Add to Body to add the personalization to the message.
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Campaign Commander Email & Mobile Edition User Guide Personalizing the SMS Message
7. In the Else field, enter the text that should appear if the entered value does not match the value in one of the chosen member database fields. This field can also be left empty if you want nothing to appear. 8. Click Add to Body to add the personalization the message.
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Campaign Commander Email & Mobile Edition User Guide Personalizing the SMS Message
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Campaign Commander Email & Mobile Edition User Guide Finalizing the SMS Message
Enter the email address and cellphone number of the recipient in the New Test Email and Mobile fields and click Add. Then select the recipient from the list at the bottom of the window. Select a recipient from the list at the bottom of the window.
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Campaign Commander Email & Mobile Edition User Guide Saving the SMS Message
Click Save.
Assign the SMSmessage to a workflow Edit the SMS message Add the SMS message to your list of favorites Copy the SMS message Test the SMS message Delete the SMS message
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Campaign Commander Email & Mobile Edition User Guide Editing, Copying, and Deleting SMS Messages
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Segments
Introduction
The Segments feature allows you to target a subset of your member list with your campaigns. Segments can be created by applying demographic, behavioral, and social filters to your member list. In this way, you can create numerous market segments with one or more shared characteristics, each distinct from the other segments, and with their own particular demands and interests. Combined with campaigns tailored to match these demands and interests, segmentation can be one of your biggest marketing weapons. The following types of criteria can be used and combined to create a segment:
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Demographics: This category of criteria regroups the demographic data fields of your member database. Behavioral: This category of criteria allows you to create segments based on members' behavior toward past campaigns. Social: This category of criteria allows you to create segments consisting of members who shared and/or opened campaigns on social networks. Quick segments: This category of criteria is based on the recency aspect of customers' RFM scores. It allows you to create segments based on when a member last opened a message, clicked a link in a message, or when they last clicked through a message to purchase. Datamart: This type of segment is created on demand by Emailvision. Seed List: This type of segment consists of the seed list members of your database.
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Purpose of Segmentation
The strategy of treating all customers in the same way is outdated. Today's advertising needs to be adapted to the individual needs and wants of the customer. Every customer is different and yet has similar characteristics to other customers. These similar characteristics make it possible to divide your customer base into different subgroups. The subgroups can be divided into smaller subgroups or combined with other subgroups to ultimately create the segment the target of your campaign. By segmenting your member list and adapting your campaigns to the segments, you make your campaigns more relevant to your subscribers thereby increasing the likelihood that they will react positively to the campaign (by opening the message, clicking through to your website, and buying your products, for example). A well-defined segment and well-designed campaign can give the customer the impression that you know him/herand through your segments, you actually do know them. Note: You can only segment on data contained within the fields of your member database.
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Campaign Commander Email & Mobile Edition User Guide The Segments Interface
NEW SEGMENT: In this screen, you can create and edit your segments. ARCHIVES: In this screen, you can select your previously created segments for viewing, copying, editing, and counting the segment members.
The top of the Segments workspace contains three tabs and, in the ARCHIVES screen, a Search field.
SHORTCUTS Allows you to consult your favorite and most recent (3) segments quickly. Search (4) Allows you to search for a segment by name or IDnumber in the ARCHIVES screen.
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Campaign Commander Email & Mobile Edition User Guide New Segment Screen
T itle Bar
In this section, you can enter the segment name (1) and description (2), and choose whether to use the entire list or a sample of the members making up the segment (3).
Field Selector
The Field selector panel on the left provides you with the list of member database fields containing collected data that can be used to filter your member list into segments.
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Campaign Commander Email & Mobile Edition User Guide New Segment Screen
Option Filter(1)
Description/Action Filters the member database fields in the accordion to only show fields that match the entered characters. Creates a group (bracket) for your criteria. See Creating groups.
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Regroups all the fields contained in your member database by category, allowing you to easily find and add the member Demographics database fields to the segment builder. Behavioural Quick segments Social Datamart Provides quick access to your saved segments allowing you to:
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My Segments (4)
re-use their criteria include them in the criteria definition exclude them from the criteria definition
Segment Builder
In the segment builder section, you combine and define your segment criteria by selecting and adding it from the Field selector and then defining it. Criteria can be combined through union (AND) or intersection (OR). Criteria within a group are combined by OR and groups and criteria outside of groups are combined by AND. The bottom of the segment builder contains the following elements: Option Count (1) Description/Action Calculates the number of members making up the defined segment at that moment in time. It provides the following information:
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Number of members in the segment. Number of members after de-duplication. The date and time when the statistics were calculated.
Save (2)
Cancel Cancels the segment definition. All modifications will be lost. (3)
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Campaign Commander Email & Mobile Edition User Guide New Segment Screen
Criteria Cell When you add criteria to the segment builder, the criteria appears in a cell offering the following additional options. See Configuring segment criteria for information on how to configure these options. Demographic Criteria Cells Alphanumeric Criteria
Description/Action Lists the available operators for the database field. Makes the criteria case sensitive.
Data entry field Defines the data on which the operator will act. (3) TOP 100 VALUES (4) COUNT (5) Lists the top 100 values matching your criteria. Calculates the number of members matching the defined criteria at that moment in time. It provides the following information:
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Number of members in the segment. Number of members after de-duplication. The date and time when the statistics were calculated.
Adds more criteria options to the cell definition. This option is greyed out when it is not applicable to the criteria or operator used. Moves a cell in or out of a group.
Numeric Criteria
Data entry field Defines the number on which the operator will act. (2)
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Campaign Commander Email & Mobile Edition User Guide New Segment Screen
Description/Action Lists the top 100 values matching your criteria. Calculates the number of members matching the defined criteria at that moment in time. It provides the following information:
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Number of members in the segment. Number of members after de-duplication. The date and time when the statistics were calculated.
Adds more criteria options to the cell definition. This option is greyed out when it is not applicable to the criteria or operator used. Moves a cell in or out of a group.
Date Criteria
Description/Action Lists the available operators for the database field. Activates absolute date configuration options.
Absolute date field(s) Defines the absolute date(s) on which the operator will act. (3) Time sensitive (4) Relative dates (5) Days (6) Relative date operator drop-down menu (7) TOP 100 VALUES (9) COUNT (10) Makes the filter time sensitive. This option is only available for absolute dates. Activates relative date configuration options. Defines the number of days before/after the relative date. Lists the operators which will act on the relative date field.
Relative date field (8) Defines the relative dates on which the operator will act. Lists the top 100 values matching your criteria. Calculates the number of members matching the defined criteria at that moment in time. It provides the following information:
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Number of members in the segment. Number of members after de-duplication. The date and time when the statistics were calculated.
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Campaign Commander Email & Mobile Edition User Guide New Segment Screen
Description/Action Adds more criteria options to the cell definition. This option is greyed out when it is not applicable to the criteria or operator used. Moves a cell in or out of a group.
Move to (12)
Option Operator dropdown menu (1) Select type (2) Explorer (3) Reflex rule (4) COUNT (5)
Description/Action Lists the available operators for the database field. Defines the campaign type, i.e. Classic or Reflex. Lists the campaigns from the selected campaign type. Lists the messages defined for each reflex rule. Only available for action criteria defined on reflex campaigns. Calculates the number of members matching the defined criteria at that moment in time. It provides the following information:
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Number of members in the segment. Number of members after de-duplication. The date and time when the statistics were calculated.
Move to (6)
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Campaign Commander Email & Mobile Edition User Guide New Segment Screen
Option Operator dropdown menu (1) Select type (2) Explorer (3) Trackable link (4) Reflex rule (5) Period in days (6) Day fields (7) Slider (8) COUNT (9)
Description/Action Lists the available operators for the database field. Defines the campaign type, i.e. Classic or Reflex. Lists the campaigns from the selected campaign type. Lists the tracked links in the campaign Lists the messages defined for each reflex rule. Only available for trackable link criteria defined on reflex campaigns. Puts a time limit on the criteria and activates the time configuration options. Defines the duration of the time limit. The duration can be defined using the slider or by entering them in the provided fields. Defines the duration of the time limit. The duration can be defined using the slider or by entering them in the provided fields. Calculates the number of members matching the defined criteria at that moment in time. It provides the following information:
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Number of members in the segment. Number of members after de-duplication. The date and time when the statistics were calculated.
Move to (10)
Description/Action Lists the available operators for the database field. Defines the number on which the operator will act.
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Campaign Commander Email & Mobile Edition User Guide New Segment Screen
Option Shared for (3) Select (4) Reflex rule (5) Select all/Deselect all (6) Social networks (7) COUNT (8)
Description/Action Defines the campaign type, i.e. Classic or Reflex. Lists the campaigns from the selected campaign type. Lists the messages defined for each reflex rule. Only available for social criteria defined on reflex campaigns. Selects all social networks (when checked) or deselects all social networks (when unchecked). Lists the social networks that can be selected for the criteria. Note: You must select at least one social network. Calculates the number of members matching the defined criteria at that moment in time. It provides the following information:
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Number of members in the segment. Number of members after de-duplication. The date and time when the statistics were calculated.
Move to (9)
Operator drop- Lists the available operators for the database field. down menu (2) Period in days (3) Slider (4) Static (5) Defines the relative date(s) on which the operator will act. The dates can be defined using the slider or by entering them in the provided fields. Defines the relative date(s) on which the operator will act. The dates can be defined using the slider or by entering them in the provided fields. Activates static date configuration options.
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Campaign Commander Email & Mobile Edition User Guide New Segment Screen
Option Static date fields (6) Empty (7) Not empty (8) COUNT (9)
Description/Action Defines the static date(s) on which the operator will act. Defines the criteria as being that the field should be empty. Defines the criteria as being that the field should not be empty. Calculates the number of members matching the defined criteria at that moment in time. It provides the following information:
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Number of members in the segment. Number of members after de-duplication. The date and time when the statistics were calculated.
Adds more criteria options to the cell definition. This option is greyed out when it is not applicable to the criteria or operator used. Moves a cell in or out of a group.
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Campaign Commander Email & Mobile Edition User Guide Segment Archives Screen
The following information is displayed for each segment: Option Name Source The name of the segment The source of the segment:
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Description/Action
Blank: segment created directly in Campaign Commander Email & Mobile Edition : segment from Campaign Commander Customer Intelligence : segment from Salesforce : segment from another source
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Note: Only segments created in Campaign Commander Email & Mobile Edition or via the Campaign Management API can be edited, copied, and used to create other segments. In addition, legacy segments (previously known as mailing lists) created in versions previous to the Campaign Commander Email & Mobile Edition 7.5 version cannot be edited. ID Last Count The segment's ID number The number of members making up the segment the last time it was calculated
Creator The name of the person who created the segment The following options are available to the right of each segment:
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Campaign Commander Email & Mobile Edition User Guide Segment Archives Screen
Option Add to favorites (1) Edit (2) Copy (3) Statistics (4)
Description/Action Adds the segment to your list of favorite segments allowing you quick access to it when creating a campaign. Opens the segment in the configuration screen for editing. Creates a copy of the segment. Calculates the number of members making up the defined segment at that moment in time. It provides the following information:
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Number of members in the segment. Number of members after de-duplication. The date and time when the statistics were calculated.
Association Displays the number of times a segment was used and the ID numbers of the (5) campaigns in which the segment is used. Delete (6) Deletes the segment.
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Campaign Commander Email & Mobile Edition User Guide Creating Segments
Creating Segments
To create a new segment: 1. In the left-hand menu, expand Campaigns and click Segment. 2. Click NEW SEGMENT at the top of the Segments screen. 3. In the NEW SEGMENT interface, enter a name and description for the segment in the provided fields of the Title bar.
Click the Quick Add icon to add it outside of a group. Criteria added outside of a group will be combined with other criteria using the AND variable. Click the Add to Bracket icon to add it to a group and select the group name. Criteria added to a group will be combined with other criteria in the group using the OR variable.
3. Configure the added criteria to define your segment (see Configuring Segment Criteria on page 79).
Combining Criteria
Criteria can be combined using the AND and OR variables.
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Criteria that are not contained in a group and groups of criteria are joined using the AND variable. The resulting segment is the intersection of members who match the criteria. Criteria within groups are joined using the OR variable. The resulting segment is the union of members who match the criteria.
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Campaign Commander Email & Mobile Edition User Guide Creating Segments
Creating Groups
To create a group or bracket to combine criteria using the ORvariable:
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To rename the group: 1. Click the group title. 2. Enter a new name in the editable title field. 3. Click OK. To add new criteria to the group: 1. Select a field from the Field selector accordion. 2. Click the Add to Bracket icon to the right of the field. 3. Configure the added criteria to define your segment (see Configuring Segment Criteria on page 79). To move previously added criteria into the group: 1. In the criteria cell, click Move to. 2. Select the destination group from the drop-down list.
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Campaign Commander Email & Mobile Edition User Guide Creating Segments
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Campaign Commander Email & Mobile Edition User Guide Configuring Segment Criteria
equals: The field contains the precise equivalent of the characters entered. contains: The field contains the characters entered. does not contain: The field does not contain the characters entered. begins with: The field contains text beginning with the characters entered. ends with: The field contains text ending with the characters entered. is empty: The field contains no data. is not empty: The field contains data.
2. Activate or deactivate case sensitivity (deactivated by default). 3. Enter the characters which should/should not be present in the database field. 4. Add more criteria if desired.
equals: The field contains the precise value. not equals: The field does not contain the value entered. is empty: The field contains no data. is not empty: The field contains data. superior: The field contains a value superior to the value entered. superior or equals: The field contains a value superior or equal to the value entered. inferior: The field contains a value inferior to the value entered. inferior or equals: The field contains a value inferior or equal to the value entered.
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Campaign Commander Email & Mobile Edition User Guide Configuring Segment Criteria
is between: The field contains a value between (and including) the values entered. is not between: The field contains a value which is not between (and excluding) the values entered.
2. Enter the value(s) to which the operator applies. 3. Add more criteria if desired.
after: The field contains a date which is after the date entered. after or on: The field contains a date which is after or the equivalent of the date entered. before: The field contains a date which is before the date entered. before or on: The field contains a date which is before or the equivalent of the date entered. is between: The field contains a date which is between the dates entered. is empty: The field contains no data. is not between: The field contains a date which is not between the dates entered. is not empty: The field contains data. not on: The field contains a date that is not the precise equivalent of the date entered. on: The field contains a date which is the precise equivalent of the date entered.
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2. If you want your criteria to be time-specific as well as date-specific, check the Time sensitive checkbox. 3. Select the date(s) and time(s).
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Campaign Commander Email & Mobile Edition User Guide Configuring Segment Criteria
after: The field contains a date which is after the date entered. after or on: The field contains a date which is after or the equivalent of the date entered. before: The field contains a date which is before the date entered. before or on: The field contains a date which is before or the equivalent of the date entered. is empty: The field contains no data. is not empty: The field contains data. not on: The field contains a date that is not the precise equivalent of the date entered. on: The field contains a date that is the precise equivalent of the date entered.
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2. Enter the number of days before or after the chosen date . 3. Select the operator acting on the chosen date or date field:
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before: The field contains a date which is before the chosen date or date field. after: The field contains a date which is before the chosen date or date field.
Today Any field containing dates from your customer database (e.g. DATEJOIN, DATEOFBIRTH, DATEUNJOIN, etc.)
sent: The member was sent the message. were not sent: The member was not sent the message. received message: The member received the message, i.e. the message was neither softbounced nor hardbounced. did not receive message: The member did not receive the message. clicked: The member clicked on a link in the message. did not click: The member did not click on a link in the message. opened message: The member opened the message. did not open message: The member did not open the message.
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Campaign Commander Email & Mobile Edition User Guide Configuring Segment Criteria
soft bounce: The member's account was temporarily unavailable when the message was sent.
2. Select the type of campaign for which the action was performed:
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Classic: This category contains you classic campaigns and split tests. Reflex: This category contains your reflex campaigns.
3. Click Select and select the name of the campaign. 4. If you selected a reflex campaign, select the message in the Reflex rule drop-down menu.
clicked: The member clicked on the link in the message. did not click: The member did not click on the link in the message.
2. Select the type of campaign for which the action was performed.
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Classic: This category contains you classic campaigns and split tests. Reflex: This category contains your reflex campaigns.
3. Click Select and select the name of the campaign. 4. If you chose Reflex as the campaign type, select the Reflex rule. 5. Select the Trackable link. 6. If you want to add a time restriction to the criteria, check the Period in days checkbox and configure the time limit using the provided fields or the slider.
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Campaign Commander Email & Mobile Edition User Guide Configuring Segment Criteria
is between: The field contains a date which falls within the defined period. is not between: The field contains a date which does not fall within the defined period. on: The field contains a date which matches the defined relative date. not on: The field contains a date which does not match the defined relative date.
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3. Define the period using the slider or by entering the days in the provided fields. 4. Add more criteria if desired.
is between: The field contains a date which falls within the defined period. is not between: The field contains a date which does not fall within the defined period. on: The field contains a date which matches the defined static date. not on: The field contains a date which does not match the defined static date. before: The field contains a date which is before the defined date. before or on: The field contains a date which is before or on the defined date. after: The field contains a date which is after the defined date. after or on: The field contains a date which is after or on the defined date.
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3. Define the date(s) on which the operator acts. 4. Add more criteria if desired.
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Campaign Commander Email & Mobile Edition User Guide Configuring Segment Criteria
equals: The field contains the precise value. not equals: The field does not contain the value entered. is empty: The field contains no data. is not empty: The field contains data. superior: The field contains a value superior to the value entered. superior or equals: The field contains a value superior or equal to the value entered. inferior: The field contains a value inferior to the value entered. inferior or equals: The field contains a value inferior or equal to the value entered. is between: The field contains a value between (and including) the values entered. is not between: The field contains a value which is not between (and excluding) the values entered.
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2. Enter the value(s) to which the operator applies. 3. Select the type of campaign for which the action was performed:
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Classic Reflex
4. Click Select and select the name of the campaign or check the Any campaign checkbox to select all campaigns of that campaign type (i.e. all classic campaigns or all reflex campaigns). 5. If you selected a reflex campaign, select the message in the Reflex rule drop-down menu. 6. Select the social networks on which the campaign was opened or shared (depending on the type of social criteria you are configuring). Note: You must select at least one social network.
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Campaign Commander Email & Mobile Edition User Guide Configuring Segment Criteria
DataMart
DataMart allows you to segment using a combination of declarative, behavioral, and CRM/ERP data. These cells are created by Emailvision and cannot be modified. Please contact your Account Manager if you want to have DataMart criteria cells created for you. Note: If DataMart criteria is modified, the segments will not automatically be updated. To update the segments with the modified DataMart criteria, save the segments again.
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Campaign Commander Email & Mobile Edition User Guide Combining Segments
Combining Segments
Existing segments (and seed lists) can also be combined using the AND and OR variables for even further segmentation. This section describes the different options for combining your existing segments.
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Campaign Commander Email & Mobile Edition User Guide Combining Segments
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Campaign Commander Email & Mobile Edition User Guide Creating Seed Lists
If you want to add a single seed list: a. Select the equals operator. b. Enter the value defined in the member database for the seed list.
If you want to add multiple seed lists: a. Select the equals operator. b. Enter the value defined in the member database for the seed list. c. Click + CRITERIA. d. Select the equals operator. e. Enter the value defined in the member database for the next seed list. f. And so on and so forth.
If you want to add a range of seed lists. a. Select the is between operator. b. Enter the values of the start and end of the range of seed lists.
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Campaign Commander Email & Mobile Edition User Guide Creating Seed Lists
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Campaign Commander Email & Mobile Edition User Guide Sampling Segments
Sampling Segments
You can impose a limit on the number of members of a segment who will receive a campaign by sampling the segment. To sample a segment: 1. In the Title bar, click Sample Option. 2. Select the Sample the segment option.
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To set a specific number of members from the segment: a. Select Number. b. Enter the number of members to whom a campaign using this segment will be sent.
To set a specific percentage of the segment as the limit: a. Select Percent. b. Enter the percent of members to whom a campaign using this segment will be sent.
3. Click Apply Settings. Note: The sample used for campaigns will be a random selection of members of the segment.
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Campaign Commander Email & Mobile Edition User Guide Counting Segment Members
Click the Countsegment button at the bottom of the segment definition workspace.
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Campaign Commander Email & Mobile Edition User Guide Editing and Deleting Segments
Editing Segments
Note: Only segments created in Campaign Commander Email & Mobile Edition or via the Campaign Management API can be edited, copied, and used to create other segments. In addition, legacy segments (previously known as mailing lists) created in versions previous to the Campaign Commander Email & Mobile Edition 7.5 version cannot be edited. To edit a segment: 1. Open the ARCHIVES interface. 2. In the list of saved segments, click the Edit icon to the right of the segment you wish to edit.
Note: When you edit a segment, ongoing reflex campaigns will be impacted, but ongoing classic campaigns will not. For reflex campaigns, the segment is recalculated on a daily basis. Whereas, for classic campaigns the list of members making up the segment is calculated once when the campaign is launched, and any edits made to the segment while the campaign runs will have no effect on that campaign.
Deleting Segments
To delete a campaign: 1. Open the ARCHIVES interface. 2. In the list of saved segments, click the Delete icon to the right of the segment you wish to delete. 3. Click Yes in the confirmation message popup.
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Campaign
Introduction
The Campaign feature is the final step in the creation of a classic campaign. It is at this stage that you combine your creative (email or SMS) with your segment to create and schedule a campaign. In addition, through its different views it gives you an overview of past, ongoing, and future campaigns allowing you to see all the campaigns programmed for a specific day, week, or month.
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Campaign Commander Email & Mobile Edition User Guide The Campaign Interface
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Campaign Commander Email & Mobile Edition User Guide The Calendar Screen
Calendar: The Calendar tab shows you all the campaigns displayed for each day, week, or month. By default, the current month is displayed, but you can fine-tune the view to show a particular day, week, or month. Option New (1) Archive (2) Description/Action Creates a new campaign. Allows you to consult your previously created:
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Campaigns Tests
Search (3) Today (4) Previous day/week/month arrow (5) Day (6) Week (7)
Allows you to search for a campaign or test. Displays the campaigns scheduled for the current date. Allows you to navigate to the previous day, week, or month depending on the view selected. Changes the view to a daily view. Changes the view to a weekly view.
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Campaign Commander Email & Mobile Edition User Guide The Calendar Screen
Option Month (8) Next day/week/month arrow (9) Previous year arrow (10) Next year arrow (11)
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Description/Action Changes the view to a monthly view. Allows you to navigate to the next day, week, or month depending on the view selected. Allows you to navigate to the previous year. Allows you to navigate to the previous year.
Agenda: The Agenda lists all your future, ongoing, and past campaigns in chronological order starting with the last one sent/to be sent. Favorites: The Favorites tab lists all the campaigns that you have added to favorites in chronological order starting with the last one sent/to be sent. Last 10: The Last 10 tab lists your last ten campaigns in chronological order starting with the last one sent/to be sent
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Campaign Commander Email & Mobile Edition User Guide New Campaign Screen
Option
Description/Action
Select your Allows you to select the segment(s) to be used for a campaign. If you select Segment more than one segment, the segments will be combined using OR (union). You (1) can click the selected segments to edit them. Count (2) Gives you the last calculated number of members in your segment Select your Allows you to select the type of message (i.e. email or SMS) and the name of Message message that will be used in your campaign. You can click the selected (3) message to edit it. Note: You can only select messages that are not already associated to campaigns. Campaign Name (4) Name of the campaign.
Campaign Description of the campaign. Description (5) Launch Date & Time (6) Split Testing (7) Analytics (8) The date and time when the campaign will be launched.
Assigns the campaign to a split test. Activates analytics for your tracked links. When activated, the links will not only be tracked through Campaign Commander Email & Mobile Edition but also using the analytics tool configured for your account.
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Campaign Commander Email & Mobile Edition User Guide New Campaign Screen
More Options
The More Options section provides additional configuration options for your campaign. These options are automatically configured to their default values so you only need to modify them if you want to change them. These options consist of campaign and reporting configuration options. Campaign properties
Description/Action Removes duplicate email addresses from your sending list prior to sending the campaign. In this way, your recipients will not receive the same email more than once. Activates post-click tracking. Note: This option is only available if post-click tracking is activated for your account.
Progress Activates email notification of your campaign's progress. Notification emails Notification are sent when the campaign is launched and when it is completed. (3) Delivery Speed (4) Sets the delivery speed of the campaign in thousands of emails per hour. You can use the slider or enter the delivery speed in the field to the right of the slider.
Reporting Options
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Campaign Commander Email & Mobile Edition User Guide New Campaign Screen
Description/Action Adds the entered brand name URL to your tracked link URLs to replace the default URL set up for your account (or if no URL is set up for your account, to replace the URL of the Campaign Commander Email & Mobile Edition tracker).
Email Activates email notification of when your campaign's snapshot report is notification (2) available (see Snapshot Report on page 203). To (3) Allows you to select the recipients who will receive the campaign snapshot report notification email. Default recipients are selected by default. Note: This option is only displayed when you have defined recipient email addresses in the Add Email option. Send report by email (4) Sets the number of days after which the campaign snapshot report notification email will be sent. Note: This option is only displayed when you have defined recipient email addresses in the Add Email option. Add Email (5) End of Tracking URL (6) Set as default URL (7) Allows you to add additional email addresses as recipients of campaign snapshot report notification emails. Sets the URL to which the tracked links of your campaign will be redirected when they expire. Sets the URL as the default end-of-tracking URL for your campaigns.
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Campaign Commander Email & Mobile Edition User Guide The Campaign Archive Screen
Option Create New Campaign (1) Refresh (2) Search (3) Display Options (4) Status (5) ID (6) Name (7) Message (8) Segment (9) Created by (10) Date (11) PCT (12) Workflow (13) Edit (14)
Description/Action Creates a new campaign by opening the Speedy Campaign Builder screen. Updates the data displayed in the Campaign Archive screen. Allows you to search for a campaign. Configures the display of the Campaign Commander Email & Mobile Edition archive screens. The status of the campaign (Editable or Tracking). The unique identity number of the campaign. The name of the campaign. The name of the associated message The name of the associated segment or Composition, if several segments are used for the campaign. The creator of the campaign. The date when the campaign was sent. Displays whether Post-Click Tracking is activated (Yes) or deactivated (No). Links the campaign to a workflow. Allows you to edit or view the campaign. Note: Only campaigns that have not been sent can be edited.
Favorites (15) Copy (16) Test (17) Deliv. Test (18) Post (19) Fast Post (20)
Adds the campaign to your list of favorite campaigns. Copies the campaign. Tests the campaign. Tests the deliverability of the campaign. Posts the campaign after recalculating the segment members. Posts the campaign without recalculating the segment members.
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Campaign Commander Email & Mobile Edition User Guide The Campaign Archive Screen
Description/Action Selects the campaign for deletion. Note: Only campaigns that have not been sent can be deleted.
Selects or deselects all items. Deletes the selected items. Note: It is not possible to delete running or archived reflex campaigns.
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Campaign Commander Email & Mobile Edition User Guide Test Archive Screen
Page numbers (1, Navigates between the different pages of test campaigns. 2, 3...)
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Campaign Commander Email & Mobile Edition User Guide Creating Campaigns
Creating Campaigns
To create a new campaign: 1. In the left-hand menu, expand Campaigns and click Campaign. 2. Click New in the top right-hand corner of the Calendar screen. or In the calendar, select the date on which you want to send the campaign and click the time slot. 3. In the Speedy Campaign Builder screen, select a segment for your campaign in the Select your Segment drop-down menu. 4. To select additional segments, repeat the previous step. 5. Select the type of message (Email or SMS) you want to send in your campaign in the first drop-down menu to the right of Select your Message. 6. In the second drop-down menu, select the message. Note: You can only select emails that are not already assigned to a campaign. In the case of SMSmessages, the same SMSmessage can be used in multiple campaigns. 7. Enter a name for your campaign in the Campaign Name field. 8. (Optional) Enter a description for your campaign in the Campaign Description field. Note: If you are creating a campaign for a split test, it is recommended that you enter the tested variables in the Campaign Description field. 9. Set the time and date when your campaign will be launched in the Launch Date & Time calendar. This step is not necessary if you created the campaign by clicking the time slot in the day view of the calendar as the date and time will already be set. 10. To perform a split test before rolling out the full campaign, activate the Split Testing option and assign the campaign to a split test by selecting it in the drop-down menu. Note: You have to have created a split test beforehand to assign the campaign to a split test. 11. If you have configured analytics for your account, you can choose to activate the Analytics option. When activated, the tracked links will not only be tracked through Campaign Commander Email & Mobile Edition but also using the analytics tool configured for your account.
Dedupe on Send
This option, when activated, verifies the segment members prior to sending to make sure that there are not multiple entries for one recipient. If there are multiple entries for a recipient, only one of the entries will be used for the campaign so that recipients only receive the email once.
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Campaign Commander Email & Mobile Edition User Guide Creating Campaigns
It is generally recommended to keep this option activated so as not to annoy your recipients by sending them the same email more than once.
Post-Click T racking
Post-click tracking is an optional feature that allows you to see where in your website the recipient clicks after clicking a tracked link in a campaign email. Please contact your Account Manager if you would like to integrate post-click tracking into your campaigns. Note: To use this feature, you will also need to add post-click tracking tags to pages of your website.
Progress Notification
If the Progress Notification option is activated, you will receive two emails:
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The first email is sent when the campaign is launched. It states the time and date when the campaign was launched and the number of emails to be sent. The second email is sent when the campaign is completed. It states the time and date when the campaign was completed and the number of emails that were sent.
Delivery Speed
The Delivery Speed option allows you to define the speed (in thousands of messages per hour) at which your campaign will be sent. By default, your campaigns are sent at maximum speed. To send your campaigns at a lower speed:
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Shift the slider to a lower speed. or Enter the speed in the provided field.
Enter the URL of your brand in the Branded trackable links Hostname field starting with http:// and ending with a slash (/).
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Campaign Commander Email & Mobile Edition User Guide Creating Campaigns
1. Check the checkbox next to the recipient's email address. 2. In the Send report by email section, select the number of days after campaign completion when the email notification should be sent.
E nd of T racking URL
The end-of-tracking URL is the URL used when your tracked links expire. By default your tracked links will expire after 45 days (depending on your account settings). If a recipient clicks an expired tracked link, they will be redirected to the chosen URL. If you want to modify the end-of-tracking URL:
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If you want to make the new URL the default end-of-tracking URL of all your campaigns:
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Campaign Commander Email & Mobile Edition User Guide Testing and Posting the Campaign
Enter the email address of the recipient in the Add a Test Email Address field and click Add. Then select the email address from the list at the bottom of the window. Select an email address from the list at the bottom of the window. Select a group of email addresses from the Select a group drop-down menu. To create a new group: a. Enter the email address of the recipient in the Add a Test Email Address field. b. Repeat the above step for every email address that should make up the group. c. Enter a name for the group in the field to the right of the Select a group drop-down menu. d. Select the email addresses that should make up the group from the list at the bottom of the window by checking their checkboxes. e. Click the Save icon.
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4. Click the Post button. 5. When you receive the test email(s), you should click all the tracked links and click through a few pages of the linked website to check your tracked links and post-click tracking. The results will be shown in the Test Report.
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Campaign Commander Email & Mobile Edition User Guide Testing and Posting the Campaign
Message Rendering Report: This report allows you to see how your email will appear in the various ESPs. Spam Check Report: The spam check report shows you the probability of your email ending up in a recipient's inbox or junk mail. Message Assessment Report: This report analyzes the quality of the email (i.e. link problems, HTML errors, spelling mistakes, spam word usage, etc.).
Inbox Preview Report: This report displays the percentage of emails that end up in the inbox, bulk mail, or spam of the various ESPs.
4. Click Generate. 5. The report results will be displayed in the Deliverability section of Campaign Commander Email & Mobile Edition. Note: Getting complete reports can take several minutes. Please submit your test(s) and wait a few minutes before checking your reports.
Post: This option recalculates the number of campaign recipients and provides you with the updated statistics and a campaign summary allowing you to modify the message or segment of the campaign before validating it. Fast-post: This option does not recalculate the number of campaign recipients, instead allowing you to post directly through a confirmation popup window.
To post the campaign: 1. In the Campaign Archive screen, click the Post icon. 2. After Campaign Commander Email & Mobile Edition has finished recalculating the number of campaign recipients, check the configuration of your campaign and click Validate. To fast-post the campaign: 1. In the Campaign Archive screen, click the Fast-post icon. 2. Click Yes in the confirmation popup window.
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Campaign Commander Email & Mobile Edition User Guide Editing, Copying, and Deleting Campaigns
Editing Campaigns
Note: Only campaigns that have not been posted can be edited. To edit a campaign: 1. In the left-hand menu, expand Manage Campaigns and click Campaign. 2. In the top right-hand corner, click Archive and select Campaign Archive. 3. In the Campaign Archive screen, click the Edit icon to the right of the campaign you want to edit. 4. Edit the campaign as desired (see Creating Campaigns on page 103)
Copying Campaigns
Instead of creating a new campaign, you can copy and edit a previously created campaign. To copy a campaign: 1. In the left-hand menu, expand Manage Campaigns and click Campaign. 2. In the top right-hand corner, click Archive and select Campaign Archive. 3. In the Campaign Archive screen, click the Copy icon to the right of the campaign you want to copy.
Deleting Campaigns
Note: Campaigns that have been sent cannot be deleted. To delete a campaign: 1. In the left-hand menu, expand Manage Campaigns and click Campaign. 2. In the top right-hand corner, click Archive and select Campaign Archive. 3. In the Campaign Archive screen, check the Delete checkbox to the right of the campaign you want to delete. 4. Click the Delete icon to the bottom right of the list of campaigns.
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Campaign Commander Email & Mobile Edition User Guide Split Testing
Split Testing
Introduction
Split testing allows you to test the different variables of your email in order to optimize your email for your target. It consists of sending two or more versions of an email to a portion of your mailing list to see how the recipients react in terms of opens, click throughs, complaints, and unsubscribes. Once the results are in, the more successful email can be selected to be sent to the remainder of the mailing list. The following aspects of your email can be tested in a split test:
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Subject line: Does the subject make the recipient want to open the email? Design: Which design entices the recipient to click through the email to a landing page? Content: Which product promotions tempt the recipient? Personalization: Does the added personalization increase the chances of the recipient opening the email (if the subject line is personalized) and clicking through to a landing page (if the design/content is personalized)?
Note: Split testing is an optional feature. Please contact your Account Manager, if you would like to use this feature.
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Campaign Commander Email & Mobile Edition User Guide The Split Testing Interface
Split Run Archive: In this screen, you can create a new split test, configure your created split tests, and view the overall results of your split test in order to roll out the winning campaign. Split Run Report: In this screen of the Reports feature, you can view the detailed results of your split tests (see Split Test Reports on page 195).
Description/Action
Description The description of the split test. (2) Email dedupe (3) Save New Split Run (4) Removes duplicate email addresses from your sending list prior to sending the campaign. In this way, your recipients will not receive the same email more than once. Saves the split test.
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Option Search (1) Display Options (2) Split Test Information ID (3) Split Run Name/Description (4) Email dedupe (5) Launch Date (6) Segment (ID) (7) Status (8)
Description/Action Allows you to search for a split test. Configures the display of the Campaign Commander Email & Mobile Edition archive screens.
The unique identity number of the split test. The name and description of the split test. Shows whether email deduplication was activated or not. The date when the split test was launched. The segment name and its unique identity number. The status of the split test. The different statuses are:
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Validates the split test so that it will be sent at the scheduled time and date. Deletes the split test.
Expanded Split Test - To expand a split test and view the details of its campaigns, click the arrow to the left of the split test. ID (11) Creative Name (12) Variable Tested (13) Sample percentage (14) The unique identity number of the campaigns assigned to the split test. The name of the message. The variables tested in the message. These should be entered in the Campaign Description field when creating the campaign. The percentage of the segment to which the split test is sent.
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Description/Action Allows you to edit the campaign. Note: If you have already defined the sample percentage and you want to edit the campaign, you will have to reset the sample percentage after editing.
Test (16)
Allows you to send a test campaign to a particular recipient or group of recipients (see Testing and Posting the Campaign on page 106). Removes a campaign from a split test.
Remove (17)
Split Run Scheduling Screen The Split Run Scheduling screen can be accessed once you have created your split test and assigned multiple campaigns to it. This screen is where you configure the percentage of the segment(s) assigned to each campaign and set the date and time when the split test will be launched. To access the Split Run Scheduling screen: 1. Expand an unsent split test in the list of split tests in the Split Run Archive. 2. Click the Validate button.
Option Split Run Details #ID (1) Split Run Name (2) Split Run Description (3) Segment (4)
Description/Action
The unique identity number of the split test. The name of the split test. The description of the split test. The segment name and unique identifier number.
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Option Campaigns Details #ID (5) Creative Name (6) Tested Variables (7) Percentage Allocation (8) Campaign Date & Time (9) Cancel (10) Save & Back to Archive (11) Save & Launch Split Run (12)
Description/Action
The unique identity number of the campaigns assigned to the split test. The name of the message. The variables tested in the message. These should be entered in the Campaign Description field when creating the campaign. The percentage of the segment to which the split test is sent.
Split Run Launching Date Allows you to set the time and date when the campaign should be launched. Cancels the modifications. Saves the split test, but does not launch it. Saves and activates the split test. The split test will be launched at the set time and date.
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Campaign Commander Email & Mobile Edition User Guide Creating a Split Test
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Campaign Commander Email & Mobile Edition User Guide Creating a Split Test
1. Create the first campaign: a. In the left-hand menu, expand Campaigns and click Campaign. b. Click New in the top right-hand corner of the Calendar screen. c. In the Speedy Campaign Builder screen, select a segment for your campaign in the Select your Segment drop-down menu. d. To select additional segments, repeat the previous step. e. Select the first email that you want to test in the Select your Message dropdown menu. f. Enter a name for your campaign in the Campaign Name field. g. Enter a description for your campaign in the Campaign Description field. It is recommended to enter the variable being tested in the description field in order to facilitate interpretation of the split test results. h. Set the time and date that your campaign will be launched in the Launch Date & Time calendar. Note: The date and time when the split test is sent is set in the Split Run Scheduling window. The campaign launch date and time are ignored. i. Activate the Split Testing option and assign the campaign to the previously created split test by selecting it in the drop-down menu. j. If you have configured analytics for your account, you can choose to activate the Analytics option. When activated, the tracked links will not only be tracked through Campaign Commander Email & Mobile Edition but also using the analytics tool configured for your account. Note: See Creating Campaigns for information on how to fine-tune your campaign using the options in the More Options section. 2. Create the second campaign: a. In the left-hand menu, expand Campaigns and click Campaign. b. Click New in the top right-hand corner of the Calendar screen. c. In the Speedy Campaign Builder screen, select the same segments you selected for the first campaign for your second campaign in the Select your Segment drop-down menu. d. Select the second message you want to test in the Select your Message dropdown menu. Note: You can only select emails that are not already assigned to a campaign. e. Enter a name for your campaign in the Campaign Name field. f. Enter a description for your campaign in the Campaign Description field. It is recommended to enter the variable being tested in the description field in order to facilitate interpretation of the split test results. g. Set the time and date that your campaign will be launched in the Launch Date & Time calendar.
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Note: The date and time when the split test is sent is set in the Split Run Scheduling window. The campaign launch date and time are ignored. h. Activate the Split Testing option and assign the campaign to the previously created split test by selecting it in the drop-down menu. i. If you have configured analytics for your account, you can choose to activate the Analytics option. When activated, the tracked links will not only be tracked through Campaign Commander Email & Mobile Edition but also using the analytics tool configured for your account. Note: See Creating Campaigns for information on how to fine-tune your campaign using the options in the More Options section. 3. If you want to test more than two messages in your split test, create as many campaigns as you have messages to test.
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2. In the Speedy Campaign Builder, configure the time and date of the campaign. 3. Click Save. 4. In the popup, select the Archive option. 5. In the Campaign Archives screen, click the Post or Fast-Post icon to the right of the campaign.
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Campaign Commander Email & Mobile Edition User Guide Reflex Campaign
Reflex Campaign
Introduction
Reflex campaigns are one of Campaign Commander Email & Mobile Edition's automated message features. This feature allows you to effortlessly program the delivery of messages to your members at times when they are more likely to positively respond. A reflex campaign is an event-based trigger campaign, which means that messages are automatically sent to members at specific times around an event. The event serves as the trigger. The event can be:
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a common event, e.g. summer sales, new year's eve, etc. a member-specific event, e.g. birthdays, anniversaries, retirement, etc. a member-driven event, e.g. subscriptions, purchases, etc.
To make sure that the right message reaches members at the right time, you can set up a reflex campaign that will automatically send them messages before, after, and/or during that time. Note: For individual messages that are automatically triggered by a user action, such as a subscription or a purchase, it is recommended to use the Notification Messages feature as the message will be sent as soon as the member performs the action. Reflex campaign messages are sent on the day that a rule is triggered at a specified time, but they are not sent the minute that a rule is triggered. If you want members to receive a confirmation message as soon as they perform an action followed by a series of messages, you should set up the confirmation message in the Notification Messages feature and the subsequent messages in a reflex campaign.
Example Scenarios
The following scenarios are some examples of how the Reflex Campaign feature can be used.
Welcome Scenario
This scenario consists of a series of emails that welcome a new member and inform them progressively of information that might interest them. 1. A welcome email is automatically sent to a new member the day after they subscribe. 2. A week later, a second email is sent to inform the new member of other information of interest. This email contains one or more links allowing the member to access more information. 3. Two weeks later, different emails are sent depending on whether the member did not open, opened but did not click a link, or clicked a link in the email.
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Did not open: The second email is automatically re-sent to members who did not open the second email when it was first sent. Opened but did not click a link: An email containing other information that may be of interest is sent. Clicked a link: An email containing further information related to the link subject is sent.
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Campaign Commander Email & Mobile Edition User Guide Reflex Campaign
New Reflex screen: This screen allows you to create a new reflex campaign. Reflex Archive screen: This screen allows you to consult and edit your existing reflex campaigns.
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Campaign Commander Email & Mobile Edition User Guide Reflex Campaign
Reflex Definition
Description Name of the reflex campaign. (Optional) A brief description of the reflex campaign.
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Description The segment(s) to be used for the reflex campaign. If you select more than one segment, the segments will be combined using OR (union). You can click the selected segments to edit them. The date when the reflex campaign will be launched. The date when the reflex campaign will end.
The More Options section allows you to refine your reflex campaign configuration. To display these additional options:
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Name
Description
Max Allows you to apply a limit to the number of members who can trigger the rule at Target the same time. If this threshold is exceeded, none of the members who triggered Threshold the reflex campaign will receive the email or SMS. (1) Dedup on send (Email only) (2) This option, when activated, verifies the segment members prior to sending to make sure that there are not multiple entries for one recipient. If there are multiple entries for a recipient, only one of the entries will be used for the campaign so that recipients only receive the email once. It is generally recommended to keep this option activated so as not to annoy your recipients by sending them the same email more than once. Analytics Activates analytics for your tracked links. When activated, the links will not only (3) be tracked through Campaign Commander Email & Mobile Edition but also using the analytics tool configured for your account.
Scenario Summary
The reflex campaign rules, once defined, are displayed in the Scenario Summary section.
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Description
Note: You can only delete rules in descending order (i.e. starting from the highest and ending with the lowest order number). Status (2) The status of the rule:
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Normal : The rule is being applied. Frozen: The rule has been paused and is not being applied.
Type (3)
Email SMS
Message ID (4) Message Name (5) Rule (6) Edit rule (7)
The ID of the message linked to the rule. The name of the message linked to the rule. The summary of the defined rule. Allows you to edit the rule. Note: This option is no longer available when a reflex campaign is running.
View (8)
Allows you to view the rule. Note: This option only appears when a reflex campaign is running.
Edit message (9) Allows you to edit the message linked to the rule. Count (10) Counts the number of members in the segment(s) who match the rule. Freeze/Unfreeze Allows you to stop applying (Freeze) and re-apply (Unfreeze) a rule. (11) Note: These options only appear when a reflex campaign is running.
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Description Allows you re-apply a frozen rule and send it to all the members who satisfy the rule even if they exceed the maximum threshold. Note: This option only appears when a reflex campaign is running.
Allows you to add a new rule to the reflex campaign. Allows you to delete the last rule. Note: You can only delete rules in descending order (i.e. starting from the highest and ending with the lowest order number).
Rule Definition Popups The reflex campaign rules are defined by clicking the Add Rules button or editing an existing rule. The rule configuration popups vary depending on whether the rule applies to a fixed or relative date.
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Name Do you want to reevaluate your Segment? (1) What type of message do you want to send? (2)
Description Defines whether your segment members will be recalculated for the rule so that members who did not previously satisfy the segment criteria will be included and members who no longer satisfy the segment criteria will be excluded.
The type of message (i.e. email or SMS) that will be used in your reflex campaign.
Select your Allows you to select the name of message that will be used in your reflex message (3) campaign. Do you When set to Yes, displays the fixed date configuration options. When set to want to No, displays the relative date configuration options. send this message on a fixed date? (4) Date (5) Clear (6) Date Field (7) (Fixed date option) The date when the message will be sent. Clears the configured settings.
(Relative date option) Defines the relative date when the email will be sent:
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Send a set number of days before or after a date contained in the member database Send if a selected date field in the member database is empty Send a set number of days before or after a date contained in the member database and again a set number of days before or after a date contained in the member database
Send (8)
This option is only displayed if a rule has already been defined for the reflex campaign. It configures the rule to automatically send a message on the entered number of days after a previous message. If it is set, the message will be sent both on the defined fixed or relative date and on the number of days after the previous option. This option is only displayed if the Send option is set. It configures the rule to only send the message to members who were sent, were not sent, opened, or did not open the previous message. This option is only displayed if the Send option is set. It configures the rule to only send the message to members who clicked or did not click a specific link or any link in the message. The time of day when the reflex campaign should be sent. Limits the sending of the message to specific days of the week.
Send to members as (9) Send to members who (10) Send Time (11) Send on selected days of the week? (12) Cancel (13)
Campaign Commander Email & Mobile Edition User Guide Reflex Campaign
Scenario Preview and Saving Options The Scenario Preview section provides you with a graphic representation of your reflex scenario, thus allowing you to visualize how the different messages will be triggered before saving your reflex campaign.
Description A visual representation of the reflex campaign rules. Cancels your configuration. Saves your reflex campaign.
Description Creates a new reflex campaign by opening the New Reflex screen. The unique identity number of the reflex campaign.
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Name Scenario Name (3) Segment (4) Manager (5) Start date (6) End Date (7) Status (8)
Description The name of the reflex campaign. The name of the associated segment or Composition, if several segments are used for the reflex campaign. The creator of the reflex campaign. The date when the reflex campaign starts. The date when the reflex campaign ends. The status of the reflex campaign:
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Editable: The reflex campaign is not running and thus can be edited. Running: The reflex campaign is running and thus cannot be edited. Archived: The reflex campaign has come to an end and is thus viewable but no longer editable.
Assigns the reflex campaign to another member of your workgroup. Pauses or relaunches a reflex campaign.
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This icon pauses a reflex campaign. This icon relaunches a reflex campaign.
Note: When the reflex campaign is archived, no icon is visible in this column. Edit (11) Select/Deselect All Items (12) Delete selected Reflex (13) Allows you to edit editable reflex campaigns and view running and archived reflex campaigns. Selects or deselects all items. Deletes the selected items. Note: It is not possible to delete running or archived reflex campaigns. Page numbers (1, 2, 3...) (14) Navigates between the different pages of reflex campaigns.
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e. Set the start date for the reflex campaign by entering it manually or selecting it in the calendar to the right of the Start Date field. f. Set the end date for the reflex campaign by entering it manually or selecting it in the calendar to the right of the End Date field.
4. (Optional) Fine-tune your reflex campaign using the additional options available in the More Options section. These options are preconfigured to the standard settings making it unnecessary to modify them for every reflex campaign.
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Dedupe on Send This option, when activated, verifies the segment members prior to sending to make sure that there are not multiple entries for one recipient. If there are multiple entries for a recipient, only one of the entries will be used for the campaign so that recipients only receive the email once. It is generally recommended to keep this option activated so as not to annoy your recipients by sending them the same email more than once.
Max Target Threshold This option allows you to apply a limit to the number of members who can trigger the rule at the same time. If this threshold is exceeded, none of the members who triggered the reflex campaign will receive the email or SMS.
Analytics If you have configured analytics for your account, you can choose to activate the Analytics option. When activated, the tracked links will not only be tracked through Campaign Commander Email & Mobile Edition but also using the analytics tool configured for your account.
5. Add rules to define when the message(s) will be sent (see Defining the Reflex Campaign Rules on next page). 6. Click the Save Scenario button to save and activate the reflex campaign. 7. In the confirmation popup, click the OK button to continue configuring your reflex campaign or Archive to go to the reflex campaign archive.
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Set the date by entering it manually or selecting in the calendar to the right of the Date field.
Select the radio button of the type of relative date you want to configure.
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Send the message a certain number of days before or after a date given in the member database: i. In the first field, enter or select the number of days. ii. In the second field, select the operator from the drop-down menu:
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before after
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iii. In the third field, select the member database date field from the drop-down menu.
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Send the message if a date is not given in one of the date fields of the member database:
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Select the date field of the member database that should be empty from the drop-down menu.
Send the message before and after or after and before a date given in the member database: i. In the first field of the first row, enter or select the number of days. ii. In the second field, select the operator from the drop-down menu:
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before after
iii. In the first field of the second row, enter or select the number of days. iv. In the second field, select the operator from the drop-down menu:
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before after
v. In the third field, select the member database date field from the drop-down menu.
6. Enter the time of day when the message should be sent. 7. If you chose to send the message on a relative date, check the checkboxes of the days of the week when the message should be sent. By default, all days of the week are selected. 8. Click the Submit Rule button to add the rule to the reflex campaign. 9. Add as many rules as desired (see Defining Additional Rules on next page). 10. Click the Save Scenario button to save the reflex campaign.
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Behavioral criteria i. In the first drop-down menu to the right of Send to members as, select the message that the members acted on. ii. In the second drop-down menu, select the action performed by the member:
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sent: The member was sent the message. were not sent: The member was not sent the message. open: The member opened the message. did not open: The member did not open the message.
Trackable link criteria i. In the first drop-down menu to the right of Send to members who, select the message that the members acted on. ii. In the second drop-down menu, select the action performed by the member:
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clicked: The member clicked the link. did not click: The member did not click the link.
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7. Enter the time of day when the message should be sent. 8. If you chose to send the message on a relative date, check the checkboxes of the days of the week when the message should be sent. By default, all days of the week are selected. 9. Click the Submit Rule button to add the rule to the reflex campaign. 10. Add as many rules as desired (see Defining Additional Rules on previous page). 11. Click the Save Scenario button to save the reflex campaign. Note: You can only delete rules in descending order (i.e. starting from the highest and ending with the lowest order number).
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Campaign Commander Email & Mobile Edition User Guide Reflex Campaign
Banner
Introduction
The Banner feature allows you to create reusable chunks of text or HTML that can be incorporated into your email creatives. You can add more than one banner to an email, use banners in more than one email, and combine banners with personalization so that different banners appear for different recipients. Banners are created in a similar way to messages:
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uploading content from your CMS adding dynamic external content entering the text/HTML manually
Links
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Standard link: A standard link is any link that serves the sole purpose of linking to a web page. Unsubscribe link: When recipients click this link, the CCUNJOIN field of the member database is updated to show them as unsubscribed and they will not receive any further emails. All emails must contain an unsubscribe link to comply with anti-spam regulations. Advanced links o Personalized link: A personalized link is a link that adds a selected value from your member database to the end of the URL in order to redirect the recipient to a specific page based on that value. For example, you could send male and female recipients to different web pages based on their gender using the TITLE database field. o Update link: An update link is a link that, when clicked, will update a field in the member database. o Action link: An action link is a link that will trigger an action when clicked, e.g. a forward-to-a-friend link. This type of link needs to be pre-configured by Emailvision. If you wish to use action links, please contact your Account Manager. o Mirror link: A mirror link is a link that points to an automatically generated mirror page.
Personalization l Field personalization: Field personalization allows you to automatically update your banner with the contents of a field of your member database. l If personalization: If personalization allows you to add conditional personalization to your banner by entering different versions of HTML and/or text in the banner depending on the value contained in a database field. l Multiple if personalization: Multiple if personalization allows you to add conditional personalization to your banner by automatically entering different versions of HTML and/or text in the banner depending on the value contained in one of a selection of database fields.
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Switch personalization: Switch personalization allows you to add combined conditional personalization to your banner by creating multiple conditions each with their own HTML and/or text input. Date/time personalization: Date and time personalization allows you to enter the recipient's local date and time in the banner.
TIP: You could use banners to save time by creating header and footer banners. The header banner could contain the mirror link and the accompanying text (e.g. If this email does not appear correctly, view it online). The footer banner could contain the unsubscribe link and the accompanying text (e.g. If you no longer wish to receive this email, unsubscribe here).
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Campaign Commander Email & Mobile Edition User Guide The Banner Interface
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Campaign Commander Email & Mobile Edition User Guide New Banner Screen
Description/Action Name of the banner. Description of the banner. Defines the content of the banner as being HTML or text format. Note: HTML banners should be used in the HTML part of emails and text banners should be used in the text part of emails.
HTML Text
Content Upload Uploads a previously prepared creative to be used as your banner body. (4) Track All Links (5) Tracks all the links in your banner.
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Campaign Commander Email & Mobile Edition User Guide New Banner Screen
Description/Action Manages and adds the following types of links to your banner:
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Standard link: A standard link is any link that serves the sole purpose of linking to a web page. Unsubscribe link: When recipients click this link, the CCUNJOIN field of the member database is updated to show them as unsubscribed and they will not receive any further emails. All emails must contain an unsubscribe link to comply with anti-spam regulations. Advanced links o Personalized link: A personalized link is a link that adds a selected value from your member database to the end of the URL in order to redirect the recipient to a specific page based on that value. For example, you could send male and female recipients to different web pages based on their gender using the TITLE database field. o Update link: An update link is a link that, when clicked, will update a field in the member database. o Action link: An action link is a link that will trigger an action when clicked, e.g. a forward-to-a-friend link. This type of link needs to be pre-configured by Emailvision. If you wish to use action links, please contact your Account Manager. o Mirror link: A mirror link is a link that points to an automatically generated mirror page.
Banner Personalizes the banner using one of the following options: Personalization l Field personalization: Field personalization allows you to (8) automatically update your banner with the contents of a field of your member database. l If personalization: If personalization allows you to add conditional personalization to your banner by entering different versions of HTML and/or text in the banner depending on the value contained in a database field. l Multiple if personalization: Multiple if personalization allows you to add conditional personalization to your banner by automatically entering different versions of HTML and/or text in the banner depending on the value contained in one of a selection of database fields. l Switch personalization: Switch personalization allows you to add combined conditional personalization to your banner by creating multiple conditions each with their own HTML and/or text input. l Date/time personalization: Date and time personalization allows you to enter the recipient's local date and time in the banner. Banner Preview (9) Save (10) Displays a preview of the banner. Saves the banner.
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Campaign Commander Email & Mobile Edition User Guide Banner Archive Screen
Option Create a New Banner (1) ID (2) Name (3) Description (4) Created by (5) Preview (6) Edit (7) Copy (8) Delete (9) Select/Deselect All Items (10) Delete Selected Items (11) Page numbers (1, 2, 3...) (12)
Description/Action Creates a new banner by opening the New Banner screen. The unique identity number of the banner. The name of the banner. The description of the banner. The creator of the banner. Displays a preview of the banner. Allows you to edit the banner. Copies the banner. Selects the banner for deletion. Selects or deselects all items. Deletes the selected items. Navigates between the different pages of listed banners.
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Campaign Commander Email & Mobile Edition User Guide Creating a Banner
Creating a Banner
To create a new banner: 1. In the left-hand menu, expand Campaigns and click Banner. 2. Click the New Banner button. 3. In the New Banner screen, enter a name for your banner in the Name field. 4. Enter a description for your banner in the Description field. 5. Choose whether the banner will be a text banner or HTML banner by selecting the appropriate radio button. Note: HTML banners should be used in the HTML part of emails and text banners should be used in the text part of emails. 6. Configure the banner body using one of the following methods (see Configuring the Banner Body on page 139):
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Type the text or HTML code of your banner. Copy and paste text or HTML from a previously prepared creative. Upload the content from a previously prepared banner. Add external content from your CMS to the banner.
7. If you want to personalize the banner, add one or more types of personalization (see Personalizing the Banner on page 146). 8. Configure and track the different types of links in your banner as desired (see Managing Links on page 141). 9. Click the Save button to save the banner.
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Campaign Commander Email & Mobile Edition User Guide Configuring the Banner Body
Type the text or HTML code of your banner. Copy and paste text or HTML from a previously prepared creative. Upload the content from a previously prepared banner. Add external content from your CMS to the banner.
Note: If you copy and paste content from another banner in Campaign Commander Email & Mobile Edition, untrack all links before copying the content from the original banner.
Uploading Content
To upload the content of your banner from a previously prepared banner: 1. Click Content Upload. 2. In the Content Upload window, enter the URL of the banner or browse to the location of the banner and click Upload. Note: If you use a banner hosted on your CMS, uploading it will copy the HTML code into the banner body. Any edits made to the CMS-hosted version will not impact the copied version. If you want to dynamically link your banner to your CMS-hosted banner, use the External Content option.
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Campaign Commander Email & Mobile Edition User Guide Configuring the Banner Body
Note: Caching cannot be combined with message personalization. If you check the Enable Caching? checkbox, the message personalization field will no longer be available. 5. If you want to add personalization, select the field to which the personalization should apply.
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Campaign Commander Email & Mobile Edition User Guide Managing Links
Managing Links
T racking Links
After adding your content, you can choose to track your links for the purpose of reporting and to create segments based on behavioral criteria. To track all the links in your banner:
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To track one or more links in your banner: 1. Click Link Management. 2. In the Link Management window, check the checkboxes of the identified links which you want to track and click Track selected items. 3. If you have multiple links with the same URL in your banner body, you can choose to:
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Track them individually, by selecting the Select Duplicate option. Track them as one tracked link, by selecting the No Duplicate option.
To edit which links are tracked: 1. Click Link Management. 2. In the Link Management window, check the checkboxes of the listed tracked links that you do not want to track and click Untrack selected items.
Adding Links
The following types of links can be added to your banner:
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Standard link: A standard link is any link that serves the sole purpose of linking to a web page. Unsubscribe link: When recipients click this link, the CCUNJOIN field of the member database is updated to show them as unsubscribed and they will not receive any further emails. All emails must contain an unsubscribe link to comply with anti-spam regulations. Advanced links o Personalized link: A personalized link is a link that adds a selected value from your member database to the end of the URL in order to redirect the recipient to a specific page based on that value. For example, you could send male and female recipients to different web pages based on their gender using the TITLE database field. o Update link: An update link is a link that, when clicked, will update a field in the member database. o Action link: An action link is a link that will trigger an action when clicked, e.g. a forward-to-a-friend link. This type of link needs to be pre-configured by Emailvision. If you wish to use action links, please contact your Account Manager. o Mirror link: A mirror link is a link that points to an automatically generated mirror page.
Adding Standard Links A standard link is any link that serves the sole purpose of linking to a web page. To add a standard link to your banner:
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1. Enter &&& in the part of the banner where you want the link to appear. 2. Click Link Management. 3. In the Link Management window, click the Create Standard Link button. 4. In the Name field, enter a unique name for the link. 5. In the Url field, enter the URL of the link. 6. Click Choice1: Save Link to save the link but not add it to the banner. 7. Click Choice2: Save/Add Link to save the link and add it to the banner.
Adding Unsubscribe Links When recipients click this link, the CCUNJOIN field of the member database is updated to show them as unsubscribed and they will not receive any further emails. All emails must contain an unsubscribe link to comply with anti-spam regulations. To add an unsubscribe link: 1. Enter &&& in the part of the banner where you want the link to appear. 2. Click Link Management. 3. In the Link Management window, click the Create Unsubscribe Link button. 4. In the Name field, enter a name for the link. Ideally, the name should identify the link as being the unsubscribe link. 5. If you want the recipient to be redirected to a landing page to confirm the unsubscription: a. In the Page OK field, enter the URL of the landing page that will be used to show that the unsubscription was successful. b. In the Page Error field, enter the URL of the landing page that will be used to show that the unsubscription was not successful. 6. If you want the recipient to receive an email to confirm the unsubscription: a. In the Message OK drop-down menu, select the message that will be sent to the recipients to inform them that they have successfully unsubscribed. b. In the Message Error drop-down menu, select the message that will be sent to the recipients to inform them that they are not unsubscribed. 7. Click Choice1: Save Link to save the link but not add it to the banner. 8. Click Choice2: Save/Add Link to save the link and add it to the banner.
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Adding Personalized Links A personalized link is a link that adds a selected value from your member database to the end of the URL in order to redirect the recipient to a specific page based on that value. For example, you could send male and female recipients to different web pages based on their gender using the TITLE database field. To add a personalized link to a banner: 1. Enter &&& in the part of the banner where you want the link to appear. 2. Click Link Management. 3. In the Create Advanced Link drop-down menu, select Pers. Link. 4. In the Name field, enter a unique name for the link. 5. In the Url field, enter the URL of the link. 6. In the Choose a field to add to Url drop-down menu, select the database field whose contents will be added to the end of the URL in order to personalize the landing pages of each recipient. Note: You need to add the personalized URLs to your website as new pages or as redirections to existing pages to complete the link personalization process. 7. Click Choice1: Save Link to save the link but not add it to the banner. 8. Click Choice2: Save/Add Link to save the link and add it to the banner.
Adding Update Links An update link is a link that, when clicked, will update a field in the member database. To add an update link to a banner:
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1. Enter &&& in the part of the banner where you want the link to appear. 2. Click Link Management. 3. In the Create Advanced Link drop-down menu, select Update Link. 4. In the Name field, enter a unique name for the link. 5. In the Parameters field, enter the name of the database field and the value that will be entered into the database field when the link is clicked, respecting the following format: field name='value'. E.g. TITLE='Mrs'. 6. If you want the recipient to be redirected to a landing page to confirm the update: a. In the Page OK field, enter the URL of the landing page that will be used to show that the update was successful. b. In the Page Error field, enter the URL of the landing page that will be used to show that the update was not successful. 7. If you want the recipient to receive an email to confirm the update: a. In the Message OK drop-down menu, select the message that will be sent to the recipients to inform them that they have successfully updated their information. b. In the Message Error drop-down menu, select the message that will be sent to the recipients to inform them that their information was not updated. 8. Click Choice1: Save Link to save the link but not add it to the banner. 9. Click Choice2: Save/Add Link to save the link and add it to the banner.
Adding Action Links An action link is a link that will trigger an action when clicked, e.g. a forward-to-a-friend link. This type of link needs to be pre-configured by Emailvision. If you wish to use action links, please contact your Account Manager. To add an action link to a banner: 1. Enter &&& in the part of the banner where you want the link to appear. 2. Click Link Management. 3. In the Create Advanced Link drop-down menu, select Action Link. 4. In the Name field, enter a unique name for the link. 5. In the Action field, enter the name of the Action as defined with your Account Manager.
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6. If you want the recipient to be redirected to a landing page to confirm the action: a. In the Page OK field, enter the URL of the landing page that will be used to show that the action was successful. b. In the Page Error field, enter the URL of the landing page that will be used to show that the action was not successful. 7. If you want the recipient to receive an email to confirm the action: a. In the Message OK drop-down menu, select the message that will be sent to the recipients to inform them the action was successful. b. In the Message Error drop-down menu, select the message that will be sent to the recipients to inform them that the action was not successful. 8. Click Choice1: Save Link to save the link but not add it to the banner. 9. Click Choice2: Save/Add Link to save the link and add it to the banner.
Adding Mirror Links A mirror link is a link that points to an automatically generated mirror page. To add a mirror link to a banner: 1. Enter &&& in the part of the banner where you want the link to appear. 2. Click Link Management. 3. In the Create Advanced Link drop-down menu, select Mirror Link. 4. In the Name field, enter a unique name for the link. 5. Click Choice1: Save Link to save the link but not add it to the banner. 6. Click Choice2: Save/Add Link to save the link and add it to the banner.
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Campaign Commander Email & Mobile Edition User Guide Personalizing the Banner
Field personalization: Field personalization allows you to automatically update your banner with the contents of a field of your member database. If personalization: If personalization allows you to add conditional personalization to your banner by entering different versions of HTML and/or text in the banner depending on the value contained in a database field. Multiple if personalization: Multiple if personalization allows you to add conditional personalization to your banner by automatically entering different versions of HTML and/or text in the banner depending on the value contained in one of a selection of database fields. Switch personalization: Switch personalization allows you to add combined conditional personalization to your banner by creating multiple conditions each with their own HTML and/or text input. Date/time personalization: Date and time personalization allows you to enter the recipient's local date and time in the banner.
Adding If Personalization
If personalization allows you to add conditional personalization to your banner by entering different versions of HTML and/or text in the banner depending on the value contained in a database field.
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Campaign Commander Email & Mobile Edition User Guide Personalizing the Banner
If personalization allows you to add conditional personalization to your banner by entering different versions of HTML and/or text in the banner depending on the value contained in a database field. To add If personalization: 1. Enter &&& in the part of the banner where you want to add the field personalization. 2. Click Banner Personalization. 3. In the Banner Personalization window, go to the If tab. 4. In the If drop-down menu, choose which member database field will be used as the reference. 5. Select the operator in the drop-down menu to the right of the If drop-down menu.
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= : The database field value is equal to the entered value. != : The database field value is not equal to the entered value. > : The database field value is superior to the entered value. This operator is only available for numeric and date values. >= : The database field value is superior or equal to the entered value. This operator is only available for numeric and date values. < : The database field value is inferior to the entered value. This operator is only available for numeric and date values. <= : The database field value is inferior or equal to the entered value. This operator is only available for numeric and date values. contains: The database field contains the entered value.
6. Enter the value on which the operator acts in the field on the right. 7. In the Then field, enter the text that should appear if the value in the member database field matches your criteria. 8. In the Else field, enter the text that should appear if the value in the member database does not match your criteria. This field can also be left empty if you want nothing to appear. 9. Click Add to Body to add the personalization to the banner.
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Campaign Commander Email & Mobile Edition User Guide Personalizing the Banner
5. In the In and Or drop-down menus, choose which member database fields will be used as the reference. A field must be selected in the In drop-down menu, whereas the Or fields are optional. 6. In the Then field, enter the text that should appear if the entered value matches the value in one of the chosen member database fields. 7. In the Else field, enter the text that should appear if the entered value does not match the value in one of the chosen member database fields. This field can also be left empty if you want nothing to appear. 8. Click Add to Body to add the personalization the banner.
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Campaign Commander Email & Mobile Edition User Guide Personalizing the Banner
1. Enter &&& in the part of the banner where you want to add the field personalization. 2. Click Banner Personalization. 3. In the Select a format drop-down menu, select the date and/or time format. 4. In the Select a locale drop-down menu, select the language to apply regional settings. 5. Click Add to Body to add the personalization the banner.
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Campaign Commander Email & Mobile Edition User Guide Editing Banners
Editing Banners
Through the Banner Archive screen, you can edit, copy, and delete your banner.
Editing Banners
To edit an email: 1. In the left-hand menu, expand Campaigns and click Banner. 2. Click the Archive button. 3. In the Banner Archive screen, click the Edit icon to the right of the banner you want to edit. 4. Edit the banner as desired (see Creating a Banner on page 138).
Copying Banners
Instead of creating a new banner, you can copy and edit a previously created banner. To copy a banner: 1. In the left-hand menu, expand Campaigns and click Banner. 2. Click the Archive button. 3. In the Banner Archive screen, click the Copy icon to the right of the banner you want to copy. 4. In the Copy Banner Ad screen, enter a new name for the banner and click Save.
Deleting Banners
To delete a banner: 1. In the left-hand menu, expand Campaigns and click Banner. 2. Click the Archive button. 3. In the Banner Archive screen, check the Delete checkbox to the right of the banner(s) you want to delete. 4. Click the Delete icon to the bottom right of the list of banners. 5. In the Delete Banner Ads screen, click the Delete button.
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Reports
Introduction
The Reports feature of Campaign Commander Email & Mobile Edition provides a wide range of reporting capacities for your classic and reflex campaigns, split tests, tests, and bounce back emails. It allows you to analyze the effectiveness of your campaigns in real time enabling you to react to trends and opportunities immediately. The Reports feature provides you with both a high-level and detailed overview of your campaign results. For easy navigation, the reports are divided up into the following categories:
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Campaign Reports o Last 10 Campaigns o All Campaigns o Other reports o Aggregate Report o Bounce Back Report o Deliverability & Response Trends o ISP Report o List Size Trends o Member Response Report o ROI Report o Segment Report o Snapshot Report o Link Response Report o Daily Response Report o Social Influence Report Reflex Reports l Reflex Date Range Report l Reflex Message Report l Reflex Series Report l Snapshot Report l Link Response Report l Daily Response Report l Social Influence Report Split Test Reports o All Split Tests o Split Test Report o Snapshot Report o Link Response Report o Daily Response Report o Social Influence Report Test Report
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Campaign Commander Email & Mobile Edition User Guide Quick Access
Quick Access
The following table provides you with an overview of the Reports feature, the steps for accessing the reports, and a description of each report: Report Campaign reports Last 10 Campaigns The Last 10 campaigns screen displays the first week's results of your last ten campaigns and allows you to drill down to the following campaign-specific reports:
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Description
Access
1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Campaigns. 3. Select the Last 10 campaigns tab.
Snapshot Report Link Response Report Daily Response Report Social Influence Report
All Campaigns
The All campaigns screen displays the results of all your campaigns and allows you to drill down to the following campaign-specific reports:
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1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Campaigns. 3. Select the All campaigns tab. 1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Campaigns. 3. Select Bounce back from the Other Reports drop-down menu. 1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Campaigns. 3. Select Aggregate from the Other Reports dropdown menu.
Snapshot Report Link Response Report Daily Response Report Social Influence Report
The Bounce back report screen displays your bounce back email results and allows you to drill down to the following reports:
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Snapshot Report Link Response Report Daily Response Report Social Influence Report
Aggregate Report
The Aggregate report screen allows you to aggregate and compare the results of multiple campaigns.
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Description The ROI report screen allows you to measure the profitability of your campaigns.
Access 1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Campaigns. 3. Select ROI from the Other Reports dropdown menu.
The member response report shows an individual member's reactivity per month and per message.
1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Campaigns. 3. Select Member Response from the Other Reports dropdown menu.
ISP Report
The ISP report shows the global campaign results and the results of the top 100 ISPs of the segments used in the campaign.
1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Campaigns. 3. Select ISP from the dropdown menu.
Segment Report
The segment report shows your campaign results per segment or member database field allowing you to compare them to your global results. Note: Segment reports are only available if you subscribed to this option.
1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Campaigns. 3. Select Segment from the Other Reports dropdown menu.
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Campaign Commander Email & Mobile Edition User Guide Quick Access
Description The Deliverability & Response Trends screen displays the deliverability and recipient reactivity rates of your campaigns for the chosen time period (i.e. month or year).
Access 1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Campaigns. 3. Select Deliverability & Response Trends from the drop-down menu.
The List Size Trends screen displays the evolution of your member list over time.
1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Campaigns. 3. Select List Size Trends from the drop-down menu.
Reflex campaign reports All Reflex Campaigns The All reflex campaigns screen displays the results of all your reflex campaigns and allows you to drill down to the following reports: l Reflex Date Range Report l Reflex Message Report l Reflex Series Report l Snapshot Report l Link Response Report l Daily Response Report l Social Influence Report The Date range report screen displays the results of your reflex campaigns for a chosen time period. 1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Reflex.
1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Reflex. 3. Click the reflex campaign name. 4. Select Date Range Report from the popup menu.
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Campaign Commander Email & Mobile Edition User Guide Quick Access
Description The Reflex message report screen displays the results of the reflex campaign's rules and their associated emails.
Access 1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Reflex. 3. Click the arrow icon to the left of the reflex scenario.
The Reflex rule report screen displays the results of your reflex rule and allows you to drill down to the following reports:
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1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Reflex. 3. Click the arrow icon to the left of the reflex scenario. 4. Click the arrow icon to the left of the reflex message.
Snapshot Report Link Response Report Daily Response Report Social Influence Report
Split test reports All Split Tests The All split tests screen displays the results of all your split tests. 1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Split Tests. Split Test Reports The Split test report screen displays the results of the campaigns used in the split test and allows you to drill down to the following reports:
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1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Split Tests. 3. Click the arrow icon to the left of the split test name to view its results.
Snapshot Report Link Response Report Daily Response Report Social Influence Report
Test reports Test Report The Test report screen displays the results of your test emails. 1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. Click the Tests tab at the top of the Reports screen.
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Campaign Commander Email & Mobile Edition User Guide The Reports Interface
Last 10 Campaigns All Campaigns Aggregate Report Bounce Back Report Deliverability & Response Trends ISP Report List Size Trends Member Response Report ROI Report Segment Report
All Reflex Campaigns Reflex Date Range Report Reflex Message Report Reflex Series Report
Test Report
The following additional reports are available through the All campaigns, Last 10 campaigns, Reflex rule report, All split tests, and Test reports screens:
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Snapshot Report Link Response Report Daily Response Report Social Influence Report
Searching
You can search for a campaign or message name using the Search functionality. To search for a campaign or message:
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Campaign Commander Email & Mobile Edition User Guide The Reports Interface
1. Enter part or all of the campaign or message name and click Search or press Enter. 2. The list is filtered leaving only the campaigns or messages containing the entered characters. To cancel a search: 1. Click the x button next to the Search field and click Search again. 2. The search is canceled and all your results are displayed.
E xporting
All reports, except for the snapshot report and last 10 campaigns, can be exported as Excel files or in CSV format. The data displayed in the All campaigns, All reflex campaigns, All split tests, and All tests screens are exported by date range. To export the data from one of these reports: 1. Click the Export button in the top right-hand corner of the Reports screen. 2. In the Export panel , select which date range of data should be exported (either the last 30, 60, or 90 days of data or a specific date range in the past). Note: In the case of All campaigns, you can also select Selected rows to only export the selected campaigns. 3. Select whether to export the file as an Excel file or in CSV format:
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Click Generate Excel to export the data in an Excel file. or Click Generate CSV to export the data in CSV format.
4. Click the file image to browse to the location to which you want to export the file. 5. Click Save.
To export another type of report: 1. Click the Export button in the top right-hand corner of the Reports screen. 2. Select whether to export the file as an Excel file or in CSV format:
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Click Generate Excel to export the data in an Excel file. or Click Generate CSV to export the data in CSV format.
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3. Click the file image to browse to the location to which you want to export the file. 4. Click Save.
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Campaign Commander Email & Mobile Edition User Guide Campaign Reports
Campaign Reports
The Campaign section of the Reports screen regroups all the reports pertaining to your classic campaigns. The following reports can be accessed through this tab:
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Last 10 Campaigns All Campaigns Other reports o Aggregate Report o Bounce Back Report o Deliverability & Response Trends o ISP Report o List Size Trends o Member Response Report o ROI Report o Segment Report Snapshot Report Link Response Report Daily Response Report Social Influence Report
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Campaign Commander Email & Mobile Edition User Guide Last 10 Campaigns
Last 10 Campaigns
The Last 10 campaigns screen displays the first week's results of your last ten campaigns and allows you to drill down to the following campaign-specific reports:
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Snapshot Report: The Snapshot report screen displays an aggregation of all available campaign data (up until the last recorded activity). Link Response Report: The Link response report screen displays a campaign's link response results. Daily Response Report: The Daily response report screen displays the daily performance of your campaigns in seven-day blocks. Social Influence Report: The Social influence report screen displays your campaign's social media results.
By default, the most recent campaign is selected and displayed in the line graph at the top of the Last 10 campaigns screen. The line graph displays 7 days' worth of data for the campaign.
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Campaign Commander Email & Mobile Edition User Guide Last 10 Campaigns
Description
Campaign ID The ID of the campaign. Send date Selected The date and time when the campaign was sent. The total number of members selected as recipients of the campaign.
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Net sent
Net Sent rate = ((Selected - Filtered) / Selected) x 100 Total number of net sent = Selected - Filtered
Opens
Click Throughs
The percentage and total number of recipients who clicked through an email to a landing page.
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Click through rate = (Number of recipients who clicked in an email / Delivered) x 100
Unsubscribed The percentage and total number of recipients who clicked an email's unsubscribe link.
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Complaints
The percentage and total number of members who reported the email as spam.
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Complaint rate = (Number of recipients who reported the email as spam / Delivered) x 100
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Campaign Commander Email & Mobile Edition User Guide All Campaigns
All Campaigns
The All campaigns screen displays the results of all your campaigns and allows you to view the aggregated results of one or more campaigns in the displayed bar chart. In addition, you can drill down to the following campaign-specific reports:
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Snapshot Report: The Snapshot report screen displays an aggregation of all available campaign data (up until the last recorded activity). Link Response Report: The Link response report screen displays a campaign's link response results. Daily Response Report: The Daily response report screen displays the daily performance of your campaigns in seven-day blocks. Social Influence Report: The Social influence report screen displays your campaign's social media results.
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Campaign Commander Email & Mobile Edition User Guide All Campaigns
Description
Campaign ID The ID of the campaign. Send date Selected The date and time when the campaign was sent. The total number of members selected as recipients of the campaign.
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Filtered
The percentage and the total number of emails that were not sent due to settings such as Dedupe on send OR Mailing Frequency Control.
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Net sent
Net Sent rate = ((Selected - Filtered) / Selected) x 100 Total number of net sent = Selected - Filtered
Delivered
The percentage and total number of emails delivered, regardless of whether they ended up in the inbox, spam, or junk folders (i.e. net sent minus the hard and soft bounces).
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Delivered rate = ((Net sent - (Hard bounces + Soft bounces)) / Selected) x 100
The total number of times an email was opened. The percentage and total number of recipients who opened an email.
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Total clicks
The total number of clicks generated by an email campaign (excluding Unsubscribe and Share clicks).
Click throughs
The percentage and total number of recipients who clicked through an email to a landing page.
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Click through rate = (Number of recipients who clicked in an email / Delivered) x 100
The total number of times an email was shared on a social network. The percentage and total number of unique recipients who shared an email on a social network.
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Social opens
The percentage and total number of recipients who shared an email on a social network that was opened.
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Conversion rate
The percentage and total number of recipients who clicked through the email to a conversion page.
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These results are only available if you have activated post-click tracking.
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Description The percentage and total number of recipients who made a purchase or placed an order after clicking a link in an email. These results are only available if you have activated post-click tracking.
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The total value of purchases or orders placed by recipients after clicking a link in an email. These results are only available if you have activated post-click tracking.
Unsubscribed The percentage and total number of recipients who clicked an email's unsubscribe link.
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Soft bounces The percentage and total number of emails that could not be delivered for a temporary reason such as the recipient's mailbox being full, the email size and/or attachments being too large, or a temporary network problem during the email transmission process.
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Hard bounces
The percentage and total number of emails that could not be delivered for a permanent reason such as an invalid or expired email address.
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Complaints
The percentage and total number of members who reported the email as spam.
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Complaint rate = (Number of recipients who reported the email as spam / Delivered) x 100
Note: You can modify which columns are displayed by default (see Displaying Additional Data on page 156).
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Campaign Commander Email & Mobile Edition User Guide Aggregate Report
Aggregate Report
The Aggregate report screen allows you to aggregate and compare the results of multiple campaigns. Creating aggregate reports is a good way to view the success of both an individual campaign and a group of campaigns. You can:
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compare an individual campaign's performance to the performance of other campaigns, see which dates campaigns performed best on, identify which campaigns were the most successful, export the results of a series of campaigns.
Either select the campaigns individually by adding them to the Selected campaigns list using the green arrow button. Or select multiple campaigns by selecting them while pressing the Ctrl button and adding them all at once to the Selected campaigns list using the green arrow button.
Note: You must select at least two campaigns. 2. Click Submit. 3. The campaigns and their results are displayed in the table with the aggregate values given at the bottom.
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Campaign Commander Email & Mobile Edition User Guide Aggregate Report
Creating Aggregate Reports for a Folder of Campaigns To create an aggregate report for a folder: 1. In the Aggregate report screen, click the Folders button. 2. Select the folder.
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3. Click Submit. 4. The campaigns and their results are displayed in the table with the aggregate values given at the bottom. Creating Aggregate Reports for a Date Range of Campaigns To create an aggregate report for campaigns that fall within a specific date range: 1. In the Aggregate report screen, click the Date Range button. 2. Enter the start and end date of the date range.
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3. Click Submit. 4. The campaigns and their results are displayed in the table with the aggregate values given at the bottom.
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Description
Campaign ID The ID of the campaign. Send date Selected The date and time when the campaign was sent. The total number of members selected as recipients of the campaign.
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Filtered
The percentage and the total number of emails that were not sent due to settings such as Dedupe on send OR Mailing Frequency Control.
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Net sent
Net Sent rate = ((Selected - Filtered) / Selected) x 100 Total number of net sent = Selected - Filtered
Delivered
The percentage and total number of emails delivered, regardless of whether they ended up in the inbox, spam, or junk folders (i.e. net sent minus the hard and soft bounces).
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Delivered rate = ((Net sent - (Hard bounces + Soft bounces)) / Selected) x 100
The total number of times an email was opened. The percentage and total number of recipients who opened an email.
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Total clicks
The total number of clicks generated by an email campaign (excluding Unsubscribe and Share clicks).
Click throughs
The percentage and total number of recipients who clicked through an email to a landing page.
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Click through rate = (Number of recipients who clicked in an email / Delivered) x 100
The total number of times an email was shared on a social network. The percentage and total number of unique recipients who shared an email on a social network.
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Social opens
The percentage and total number of recipients who shared an email on a social network that was opened.
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Campaign Commander Email & Mobile Edition User Guide Aggregate Report
Description The percentage and total number of recipients who clicked through the email to a conversion page.
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These results are only available if you have activated post-click tracking. Purchases The percentage and total number of recipients who made a purchase or placed an order after clicking a link in an email. These results are only available if you have activated post-click tracking.
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The total value of purchases or orders placed by recipients after clicking a link in an email. These results are only available if you have activated post-click tracking.
Unsubscribed The percentage and total number of recipients who clicked an email's unsubscribe link.
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Soft bounces The percentage and total number of emails that could not be delivered for a temporary reason such as the recipient's mailbox being full, the email size and/or attachments being too large, or a temporary network problem during the email transmission process.
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Hard bounces
The percentage and total number of emails that could not be delivered for a permanent reason such as an invalid or expired email address.
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Complaints
The percentage and total number of members who reported the email as spam.
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Complaint rate = (Number of recipients who reported the email as spam / Delivered) x 100
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Campaign Commander Email & Mobile Edition User Guide Bounce Back Report
Snapshot Report: The Snapshot report displays all the results of a bounce back email for a specific moment in time. Link Response Report: The Link response report screen displays the top 10 links of a bounce back email in order of popularity. Daily Response Report: The Daily response report displays the daily performance of a bounce back email in seven-day blocks. Social Influence Report: The Social influence report displays your bounce back email's social media statistics.
Note: Bounce back reports are only available if bounce back messages are activated for your account.
Description
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Campaign Commander Email & Mobile Edition User Guide Bounce Back Report
Description The date and time when the first email of the bounce back campaign was sent.
Campaign ID The ID of the campaign. Selected The total number of members selected as recipients of the campaign.
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Filtered
The percentage and the total number of emails that were not sent due to settings such as Dedupe on send OR Mailing Frequency Control.
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Net sent
Net Sent rate = ((Selected - Filtered) / Selected) x 100 Total number of net sent = Selected - Filtered
Delivered
The percentage and total number of emails delivered, regardless of whether they ended up in the inbox, spam, or junk folders (i.e. net sent minus the hard and soft bounces).
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Delivered rate = ((Net sent - (Hard bounces + Soft bounces)) / Selected) x 100
The total number of times an email was opened. The percentage and total number of recipients who opened an email.
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Total clicks
The total number of clicks generated by an email campaign (excluding Unsubscribe and Share clicks).
Click throughs
The percentage and total number of recipients who clicked through an email to a landing page.
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Click through rate = (Number of recipients who clicked in an email / Delivered) x 100
The total number of times an email was shared on a social network. The percentage and total number of unique recipients who shared an email on a social network.
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Social opens
The percentage and total number of recipients who shared an email on a social network that was opened.
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Conversion rate
The percentage and total number of recipients who clicked through the email to a conversion page.
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These results are only available if you have activated post-click tracking.
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Campaign Commander Email & Mobile Edition User Guide Bounce Back Report
Description The percentage and total number of recipients who made a purchase or placed an order after clicking a link in an email. These results are only available if you have activated post-click tracking.
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The total value of purchases or orders placed by recipients after clicking a link in an email. These results are only available if you have activated post-click tracking.
Unsubscribed The percentage and total number of recipients who clicked an email's unsubscribe link.
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Hard bounces
The percentage and total number of emails that could not be delivered for a permanent reason such as an invalid or expired email address.
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Soft bounces The percentage and total number of emails that could not be delivered for a temporary reason such as the recipient's mailbox being full, the email size and/or attachments being too large, or a temporary network problem during the email transmission process.
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Complaints
The percentage and total number of members who reported the email as spam.
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Complaint rate = (Number of recipients who reported the email as spam / Delivered) x 100
Note: You can modify which columns are displayed by default (see Displaying Additional Data on page 156).
171
Campaign Commander Email & Mobile Edition User Guide Deliverability & Response Trends
Volume & Deliverability: This graph shows the number of emails sent and the deliverability rate for your campaigns. Response: This graph shows recipient reactivity to the campaigns.
You can toggle between yearly and monthly views of your campaign statistics.
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Campaign Commander Email & Mobile Edition User Guide Deliverability & Response Trends
Description
The total number of emails delivered, regardless of whether they end up in the inbox, spam, or junk folders.
Bounced
The number of emails that could not be sent for a temporary or permanent reason (such as the recipient's inbox being full or the email address being invalid).
Deliverability The percentage of emails that are successfully delivered to recipients' email rate accounts, regardless of whether they end up in the inbox, spam, or junk folders.
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Deliverability rate = (Net sent - (Hard bounces + Soft bounces) / Selected) x 100
Note: This information is obtained through a return receipt from the ESP. However, the return receipt does indicate whether the email reached the intended recipient's inbox or junk mail folder. Response Opens The percentage and total number of recipients who opened an email.
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Click throughs
Click through rate =( Number of recipients who clicked in an email / Delivered) x 100
Unsubscribed The percentage of recipients who clicked an email's unsubscribe link. Complaints The percentage and total number of members who reported the email as spam.
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Complaint rate = (Number of recipients who reported the email as spam / Delivered) x 100
173
Campaign Commander Email & Mobile Edition User Guide ISP Report
ISP Report
The ISP report shows the global campaign results and the results of the top 100 ISPs of the segments used in the campaign.
Description
Net Sent rate = ((Selected - Filtered) / Selected) x 100 Total number of net sent = Selected - Filtered
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Campaign Commander Email & Mobile Edition User Guide ISP Report
Description The percentage and total number of emails delivered, regardless of whether they ended up in the inbox, spam, or junk folders (i.e. net sent minus the hard and soft bounces).
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Delivered rate = ((Net sent - (Hard bounces + Soft bounces)) / Selected) x 100
Opens
Click throughs
The percentage and total number of recipients who clicked through an email to a landing page.
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Click through rate = (Number of recipients who clicked in an email / Delivered) x 100
Social sharers
The percentage and total number of unique recipients who shared an email on a social network.
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Social opens
The percentage and total number of recipients who shared an email on a social network that was opened.
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Converted
The percentage and total number of recipients who clicked through the email to a conversion page.
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These results are only available if you have activated post-click tracking. Purchases The percentage and total number of recipients who made a purchase or placed an order after clicking a link in an email. These results are only available if you have activated post-click tracking.
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Unsubscribed The percentage and total number of recipients who clicked an email's unsubscribe link.
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Complaints
The percentage and total number of members who reported the email as spam.
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Complaint rate = (Number of recipients who reported the email as spam / Delivered) x 100
Soft bounces The percentage and total number of emails that could not be delivered for a temporary reason such as the recipient's mailbox being full, the email size and/or attachments being too large, or a temporary network problem during the email transmission process.
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Hard bounces
The percentage and total number of emails that could not be delivered for a permanent reason such as an invalid or expired email address.
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175
Campaign Commander Email & Mobile Edition User Guide List Size Trends
176
Campaign Commander Email & Mobile Edition User Guide Member Response Report
Monthly Activity Tab The Monthly activity tab shows the member's reactivity to campaigns received each month, in particular: Column name Month Opens Click throughs Total social shares Social opens
Description The month for which the data was collected. The total number of times the member opened a campaign email. The total number of times the member clicked through a campaign email to a landing page. The total number of times the member shared a campaign email on a social network. The total number of times a campaign email was opened by the member after being shared on a social network.
Converted
The total number of times the member clicked through a campaign email to a conversion page. These results are only available if you have activated post-click tracking.
177
Campaign Commander Email & Mobile Edition User Guide Member Response Report
Description The total number of purchases or orders placed by the member after clicking a link in a campaign email. These results are only available if you have activated post-click tracking.
The total value of purchases or orders placed by the member after clicking a link in a campaign email. These results are only available if you have activated post-click tracking. The average value of purchases or orders placed by the member after clicking a link in a campaign email.
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These results are only available if you have activated post-click tracking. Unsubscribed The total number of times the member clicked a campaign email's unsubscribe link. Hard bounces The total number of emails that could not be delivered for a permanent reason such as an invalid or expired email address.
Soft bounces The total number of emails that could not be delivered for a temporary reason such as the member's mailbox being full, the email size and/or attachments being too large, or a temporary network problem during the email transmission process. Complaints The total number of times the member reported a campaign email as spam.
Sent Messages Tab The Sent messages tab lists the campaigns that were sent to a member and displays the following data per campaign: Column name Campaign name The name of the campaign. Send date Opened Clicked The date and time when the campaign was sent. Whether the member opened or did not open the campaign. Whether the member clicked or did not click a link in the campaign. Description
178
Campaign Commander Email & Mobile Edition User Guide ROI Report
ROI Report
Note: This report is only available if you have activated Post-Click Tracking. The ROI report screen allows you to measure the profitability of your campaigns.
Description
Net Sent rate = ((Selected - Filtered) / Selected) x 100 Total number of net sent = Selected - Filtered
Delivered
The percentage and total number of emails delivered, regardless of whether they ended up in the inbox, spam, or junk folders (i.e. net sent minus the hard and soft bounces).
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Delivered rate = ((Net sent - (Hard bounces + Soft bounces)) / Selected) x 100
Click throughs
The percentage and total number of recipients who clicked through an email to a landing page.
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Click through rate = (Number of recipients who clicked in an email / Delivered) x 100
Purchases
The total number of purchases or orders placed by recipients after clicking a link in an email.
Average Value
The average value of purchases or orders placed by recipients after clicking a link in an email.
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The total value of purchases or orders placed by recipients after clicking a link in an email. The percentage of emails sent that resulted in a purchase.
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Purchases/Click The percentage of click throughs that resulted in a purchase. Throughs l Purchases/Click Throughs = Total number of purchases / Click throughs
179
Campaign Commander Email & Mobile Edition User Guide Segment Report
Segment Report
The segment report shows your campaign results per segment or member database field allowing you to compare them to your global results. Note: Segment reports are only available if you subscribed to this option.
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Campaign Commander Email & Mobile Edition User Guide Segment Report
Description The name of the segment or the value of the field (depending on whether the segment or field tab is selected). The percentage and total number of emails sent.
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Net Sent rate = ((Selected - Filtered) / Selected) x 100 Total number of net sent = Selected - Filtered
Delivered
The percentage and total number of emails delivered, regardless of whether they ended up in the inbox, spam, or junk folders (i.e. net sent minus the hard and soft bounces).
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Delivered rate = ((Net sent - (Hard bounces + Soft bounces)) / Selected) x 100
Opens
Click Throughs
The percentage and total number of recipients who clicked through an email to a landing page.
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Click through rate = (Number of recipients who clicked in an email / Delivered) x 100
Social sharers
The percentage and total number of unique recipients who shared an email on a social network.
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Social opens
The percentage and total number of recipients who shared an email on a social network that was opened.
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Converted
The percentage and total number of recipients who clicked through the email to a conversion page.
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These results are only available if you have activated post-click tracking. Purchases The percentage and total number of recipients who made a purchase or placed an order after clicking a link in an email. These results are only available if you have activated post-click tracking.
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Unsubscribed The percentage and total number of recipients who clicked an email's unsubscribe link.
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181
Campaign Commander Email & Mobile Edition User Guide Segment Report
Description The percentage and total number of members who reported the email as spam.
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Complaint rate = (Number of recipients who reported the email as spam / Delivered) x 100
Soft bounces The percentage and total number of emails that could not be delivered for a temporary reason such as the recipient's mailbox being full, the email size and/or attachments being too large, or a temporary network problem during the email transmission process.
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Hard bounces
The percentage and total number of emails that could not be delivered for a permanent reason such as an invalid or expired email address.
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182
Campaign Commander Email & Mobile Edition User Guide Reflex Reports
Reflex Reports
The Reflex section of the Reports screen regroups all the reports pertaining to your reflex campaigns. The following reports can be accessed through this section:
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Reflex Date Range Report Reflex Message Report Reflex Series Report Snapshot Report Link Response Report Daily Response Report Social Influence Report
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A brief summary of reflex campaigns to better understand these reports and the data they contain: A reflex campaign or scenario is composed of one or more rules with associated messages. When a rule is triggered, the associated message is sent. Each instance that a rule is triggered is known as a series or campaign. For this reason, reports are available at the scenario level, rule level, and series level. Since a reflex scenario rule can be triggered at any point over a period of time, a date range report is provided to regroup the results for a chosen time period. Note: Reflex reports are only available if you subscribed to the reflex campaign option.
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Campaign Commander Email & Mobile Edition User Guide All Reflex Campaigns
Reflex Date Range Report Reflex Message Report Reflex Series Report Snapshot Report Link Response Report Daily Response Report Social Influence Report
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Description
Filtered
The percentage and the total number of emails that were not sent due to settings such as Dedupe on send OR Mailing Frequency Control.
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Net sent
Net Sent rate = ((Selected - Filtered) / Selected) x 100 Total number of net sent = Selected - Filtered
Delivered
The percentage and total number of emails delivered, regardless of whether they ended up in the inbox, spam, or junk folders (i.e. net sent minus the hard and soft bounces).
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Delivered rate = ((Net sent - (Hard bounces + Soft bounces)) / Selected) x 100
The total number of times an email was opened. The percentage and total number of recipients who opened an email.
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184
Campaign Commander Email & Mobile Edition User Guide All Reflex Campaigns
Description The total number of clicks generated by an email campaign (excluding Unsubscribe and Share clicks).
Click throughs
The percentage and total number of recipients who clicked through an email to a landing page.
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Click through rate = (Number of recipients who clicked in an email / Delivered) x 100
The total number of times an email was shared on a social network. The percentage and total number of unique recipients who shared an email on a social network.
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Social opens
The percentage and total number of recipients who shared an email on a social network that was opened.
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Conversion rate
The percentage and total number of recipients who clicked through the email to a conversion page.
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These results are only available if you have activated post-click tracking. Purchases The percentage and total number of recipients who made a purchase or placed an order after clicking a link in an email. These results are only available if you have activated post-click tracking.
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The total value of purchases or orders placed by recipients after clicking a link in an email. These results are only available if you have activated post-click tracking.
Unsubscribed The percentage and total number of recipients who clicked an email's unsubscribe link.
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Soft bounces The percentage and total number of emails that could not be delivered for a temporary reason such as the recipient's mailbox being full, the email size and/or attachments being too large, or a temporary network problem during the email transmission process.
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Hard bounces
The percentage and total number of emails that could not be delivered for a permanent reason such as an invalid or expired email address.
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Complaints
The percentage and total number of members who reported the email as spam.
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Complaint rate = (Number of recipients who reported the email as spam / Delivered) x 100
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Campaign Commander Email & Mobile Edition User Guide All Reflex Campaigns
Note: You can modify which columns are displayed by default (see Displaying Additional Data on page 156).
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Campaign Commander Email & Mobile Edition User Guide Reflex Date Range Report
Description The date when the first email of the scenario was triggered. The total number of members selected as recipients of the campaign.
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Filtered
The percentage and the total number of emails that were not sent due to settings such as Dedupe on send OR Mailing Frequency Control.
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Net sent
Net Sent rate = ((Selected - Filtered) / Selected) x 100 Total number of net sent = Selected - Filtered
Delivered
The percentage and total number of emails delivered, regardless of whether they ended up in the inbox, spam, or junk folders (i.e. net sent minus the hard and soft bounces).
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Delivered rate = ((Net sent - (Hard bounces + Soft bounces)) / Selected) x 100
The total number of times an email was opened. The percentage and total number of recipients who opened an email.
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187
Campaign Commander Email & Mobile Edition User Guide Reflex Date Range Report
Description The total number of clicks generated by an email campaign (excluding Unsubscribe and Share clicks).
Click throughs
The percentage and total number of recipients who clicked through an email to a landing page.
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Click through rate = (Number of recipients who clicked in an email / Delivered) x 100
The total number of times an email was shared on a social network. The percentage and total number of unique recipients who shared an email on a social network.
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Social opens
The percentage and total number of recipients who shared an email on a social network that was opened.
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Conversion rate
The percentage and total number of recipients who clicked through the email to a conversion page.
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These results are only available if you have activated post-click tracking. Purchases The percentage and total number of recipients who made a purchase or placed an order after clicking a link in an email. These results are only available if you have activated post-click tracking.
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The total value of purchases or orders placed by recipients after clicking a link in an email. These results are only available if you have activated post-click tracking.
Unsubscribed The percentage and total number of recipients who clicked an email's unsubscribe link.
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Hard bounces
The percentage and total number of emails that could not be delivered for a permanent reason such as an invalid or expired email address.
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Soft bounces The percentage and total number of emails that could not be delivered for a temporary reason such as the recipient's mailbox being full, the email size and/or attachments being too large, or a temporary network problem during the email transmission process.
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Complaints
The percentage and total number of members who reported the email as spam.
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Complaint rate = (Number of recipients who reported the email as spam / Delivered) x 100
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Campaign Commander Email & Mobile Edition User Guide Reflex Date Range Report
Note: You can modify which columns are displayed by default (see Displaying Additional Data on page 156).
189
Campaign Commander Email & Mobile Edition User Guide Reflex Message Report
Description The name of the message associated to the rule. The order number of the rule. The date and time when the campaign was sent. The total number of members selected as recipients of the campaign.
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Filtered
The percentage and the total number of emails that were not sent due to settings such as Dedupe on send OR Mailing Frequency Control.
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Net sent
Net Sent rate = ((Selected - Filtered) / Selected) x 100 Total number of net sent = Selected - Filtered
Delivered
The percentage and total number of emails delivered, regardless of whether they ended up in the inbox, spam, or junk folders (i.e. net sent minus the hard and soft bounces).
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Delivered rate = ((Net sent - (Hard bounces + Soft bounces)) / Selected) x 100
The total number of times an email was opened. The percentage and total number of recipients who opened an email.
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Total clicks
The total number of clicks generated by an email campaign (excluding Unsubscribe and Share clicks).
Click throughs
The percentage and total number of recipients who clicked through an email to a landing page.
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Click through rate = (Number of recipients who clicked in an email / Delivered) x 100
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Campaign Commander Email & Mobile Edition User Guide Reflex Message Report
Description The total number of times an email was shared on a social network. The percentage and total number of unique recipients who shared an email on a social network.
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Social opens
The percentage and total number of recipients who shared an email on a social network that was opened.
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Conversion rate
The percentage and total number of recipients who clicked through the email to a conversion page.
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These results are only available if you have activated post-click tracking. Purchases The percentage and total number of recipients who made a purchase or placed an order after clicking a link in an email. These results are only available if you have activated post-click tracking.
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The total value of purchases or orders placed by recipients after clicking a link in an email. These results are only available if you have activated post-click tracking.
Unsubscribed The percentage and total number of recipients who clicked an email's unsubscribe link.
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Soft bounces The percentage and total number of emails that could not be delivered for a temporary reason such as the recipient's mailbox being full, the email size and/or attachments being too large, or a temporary network problem during the email transmission process.
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Hard bounces
The percentage and total number of emails that could not be delivered for a permanent reason such as an invalid or expired email address.
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Complaints
The percentage and total number of members who reported the email as spam.
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Complaint rate = (Number of recipients who reported the email as spam / Delivered) x 100
Note: You can modify which columns are displayed by default (see Displaying Additional Data on page 156).
191
Campaign Commander Email & Mobile Edition User Guide Reflex Series Report
Snapshot Report: The Snapshot report screen displays an aggregation of all available campaign data (up until the last recorded activity). Link Response Report: The Link response report screen displays a campaign's link response results. Daily Response Report: The Daily response report screen displays the daily performance of your campaigns in seven-day blocks. Social Influence Report: The Social influence report screen displays your campaign's social media results.
Description
Campaign ID The ID of the campaign. Send date Selected The date and time when the campaign was sent. The total number of members selected as recipients of the campaign.
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Filtered
The percentage and the total number of emails that were not sent due to settings such as Dedupe on send OR Mailing Frequency Control.
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Net sent
Net Sent rate = ((Selected - Filtered) / Selected) x 100 Total number of net sent = Selected - Filtered
Delivered
The percentage and total number of emails delivered, regardless of whether they ended up in the inbox, spam, or junk folders (i.e. net sent minus the hard and soft bounces).
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Delivered rate = ((Net sent - (Hard bounces + Soft bounces)) / Selected) x 100
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Campaign Commander Email & Mobile Edition User Guide Reflex Series Report
Description The total number of times an email was opened. The percentage and total number of recipients who opened an email.
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Total clicks
The total number of clicks generated by an email campaign (excluding Unsubscribe and Share clicks).
Click throughs
The percentage and total number of recipients who clicked through an email to a landing page.
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Click through rate = (Number of recipients who clicked in an email / Delivered) x 100
The total number of times an email was shared on a social network. The percentage and total number of unique recipients who shared an email on a social network.
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Social opens
The percentage and total number of recipients who shared an email on a social network that was opened.
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Conversion rate
The percentage and total number of recipients who clicked through the email to a conversion page.
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These results are only available if you have activated post-click tracking. Purchases The percentage and total number of recipients who made a purchase or placed an order after clicking a link in an email. These results are only available if you have activated post-click tracking.
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The total value of purchases or orders placed by recipients after clicking a link in an email. These results are only available if you have activated post-click tracking.
Unsubscribed The percentage and total number of recipients who clicked an email's unsubscribe link.
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Soft bounces The percentage and total number of emails that could not be delivered for a temporary reason such as the recipient's mailbox being full, the email size and/or attachments being too large, or a temporary network problem during the email transmission process.
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Campaign Commander Email & Mobile Edition User Guide Reflex Series Report
Description The percentage and total number of emails that could not be delivered for a permanent reason such as an invalid or expired email address.
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Complaints
The percentage and total number of members who reported the email as spam.
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Complaint rate = (Number of recipients who reported the email as spam / Delivered) x 100
Note: You can modify which columns are displayed by default (see Displaying Additional Data on page 156).
194
Campaign Commander Email & Mobile Edition User Guide Split Test Reports
All Split Tests Split Test Report Snapshot Report Link Response Report Daily Response Report Social Influence Report
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Note: Split test reports are only available if you subscribed to the split test option.
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Campaign Commander Email & Mobile Edition User Guide All Split Tests
Description
Filtered
The percentage and the total number of emails that were not sent due to settings such as Dedupe on send OR Mailing Frequency Control.
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Net sent
Net Sent rate = ((Selected - Filtered) / Selected) x 100 Total number of net sent = Selected - Filtered
Delivered
The percentage and total number of emails delivered, regardless of whether they ended up in the inbox, spam, or junk folders (i.e. net sent minus the hard and soft bounces).
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Delivered rate = ((Net sent - (Hard bounces + Soft bounces)) / Selected) x 100
The total number of times an email was opened. The percentage and total number of recipients who opened an email.
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Total clicks
The total number of clicks generated by an email campaign (excluding Unsubscribe and Share clicks).
Click throughs
The percentage and total number of recipients who clicked through an email to a landing page.
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Click through rate = (Number of recipients who clicked in an email / Delivered) x 100
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Campaign Commander Email & Mobile Edition User Guide All Split Tests
Description The total number of times an email was shared on a social network. The percentage and total number of unique recipients who shared an email on a social network.
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Social opens
The percentage and total number of recipients who shared an email on a social network that was opened.
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Conversion rate
The percentage and total number of recipients who clicked through the email to a conversion page.
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These results are only available if you have activated post-click tracking. Purchases The percentage and total number of recipients who made a purchase or placed an order after clicking a link in an email. These results are only available if you have activated post-click tracking.
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The total value of purchases or orders placed by recipients after clicking a link in an email. These results are only available if you have activated post-click tracking.
Unsubscribed The percentage and total number of recipients who clicked an email's unsubscribe link.
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Soft bounces The percentage and total number of emails that could not be delivered for a temporary reason such as the recipient's mailbox being full, the email size and/or attachments being too large, or a temporary network problem during the email transmission process.
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Hard bounces
The percentage and total number of emails that could not be delivered for a permanent reason such as an invalid or expired email address.
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Complaints
The percentage and total number of members who reported the email as spam.
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Complaint rate = (Number of recipients who reported the email as spam / Delivered) x 100
Note: You can modify which columns are displayed by default (see Displaying Additional Data on page 156).
197
Campaign Commander Email & Mobile Edition User Guide Split Test Report
Snapshot Report: The Snapshot report screen displays an aggregation of all available campaign data (up until the last recorded activity). Link Response Report: The Link response report screen displays a campaign's link response results. Daily Response Report: The Daily response report screen displays the daily performance of your campaigns in seven-day blocks. Social Influence Report: The Social influence report screen displays your campaign's social media results.
Description
Campaign ID The ID of the campaign. Send date Selected The date and time when the campaign was sent. The total number of members selected as recipients of the campaign.
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198
Campaign Commander Email & Mobile Edition User Guide Split Test Report
Description The percentage and the total number of emails that were not sent due to settings such as Dedupe on send OR Mailing Frequency Control.
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Net sent
Net Sent rate = ((Selected - Filtered) / Selected) x 100 Total number of net sent = Selected - Filtered
Delivered
The percentage and total number of emails delivered, regardless of whether they ended up in the inbox, spam, or junk folders (i.e. net sent minus the hard and soft bounces).
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Delivered rate = ((Net sent - (Hard bounces + Soft bounces)) / Selected) x 100
The total number of times an email was opened. The percentage and total number of recipients who opened an email.
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Total clicks
The total number of clicks generated by an email campaign (excluding Unsubscribe and Share clicks).
Click throughs
The percentage and total number of recipients who clicked through an email to a landing page.
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Click through rate = (Number of recipients who clicked in an email / Delivered) x 100
The total number of times an email was shared on a social network. The percentage and total number of unique recipients who shared an email on a social network.
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Social opens
The percentage and total number of recipients who shared an email on a social network that was opened.
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Conversion rate
The percentage and total number of recipients who clicked through the email to a conversion page.
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These results are only available if you have activated post-click tracking. Purchases The percentage and total number of recipients who made a purchase or placed an order after clicking a link in an email. These results are only available if you have activated post-click tracking.
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199
Campaign Commander Email & Mobile Edition User Guide Split Test Report
Description The total value of purchases or orders placed by recipients after clicking a link in an email. These results are only available if you have activated post-click tracking.
Unsubscribed The percentage and total number of recipients who clicked an email's unsubscribe link.
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Soft bounces The percentage and total number of emails that could not be delivered for a temporary reason such as the recipient's mailbox being full, the email size and/or attachments being too large, or a temporary network problem during the email transmission process.
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Hard bounces
The percentage and total number of emails that could not be delivered for a permanent reason such as an invalid or expired email address.
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Complaints
The percentage and total number of members who reported the email as spam.
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Complaint rate = (Number of recipients who reported the email as spam / Delivered) x 100
Note: You can modify which columns are displayed by default (see Displaying Additional Data on page 156).
200
Campaign Commander Email & Mobile Edition User Guide Test Report
Test Report
The Test reports screen displays the results of your test email campaigns allowing you to see their success rate with the test recipients. You can see whether your test emails were delivered to all the test recipients or whether they resulted in hard or soft bounces.
Description
Campaign ID The ID of the campaign. Send date Selected The date and time when the campaign was sent. The total number of members selected as recipients of the campaign.
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Filtered
The percentage and the total number of emails that were not sent due to settings such as Dedupe on send OR Mailing Frequency Control.
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Net sent
Net Sent rate = ((Selected - Filtered) / Selected) x 100 Total number of net sent = Selected - Filtered
Delivered
The percentage and total number of emails delivered, regardless of whether they ended up in the inbox, spam, or junk folders (i.e. net sent minus the hard and soft bounces).
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Delivered rate = ((Net sent - (Hard bounces + Soft bounces)) / Selected) x 100
The total number of times an email was opened. The percentage and total number of recipients who opened an email.
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Total clicks
The total number of clicks generated by an email campaign (excluding Unsubscribe and Share clicks).
Click throughs
The percentage and total number of recipients who clicked through an email to a landing page.
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Click through rate = (Number of recipients who clicked in an email / Delivered) x 100
201
Campaign Commander Email & Mobile Edition User Guide Test Report
Description The total number of times an email was shared on a social network. The percentage and total number of unique recipients who shared an email on a social network.
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Social opens
The percentage and total number of recipients who shared an email on a social network that was opened.
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Conversion rate
The percentage and total number of recipients who clicked through the email to a conversion page.
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These results are only available if you have activated post-click tracking. Purchases The percentage and total number of recipients who made a purchase or placed an order after clicking a link in an email. These results are only available if you have activated post-click tracking.
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The total value of purchases or orders placed by recipients after clicking a link in an email. These results are only available if you have activated post-click tracking.
Unsubscribed The percentage and total number of recipients who clicked an email's unsubscribe link.
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Soft bounces The percentage and total number of emails that could not be delivered for a temporary reason such as the recipient's mailbox being full, the email size and/or attachments being too large, or a temporary network problem during the email transmission process.
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Hard bounces
The percentage and total number of emails that could not be delivered for a permanent reason such as an invalid or expired email address.
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Complaints
The percentage and total number of members who reported the email as spam.
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Complaint rate = (Number of recipients who reported the email as spam / Delivered) x 100
Note: You can modify which columns are displayed by default (see Displaying Additional Data on page 156).
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Campaign Commander Email & Mobile Edition User Guide Snapshot Report
Snapshot Report
The Snapshot report screen displays an aggregation of all available campaign data (up until the last recorded activity). Through the Snapshot report screen, you can:
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View the overall results of your campaign. View and compare the success of the links contained in your email. Identify problem sources for your campaigns.
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A high Hard bounce rate in comparison to the total number of emails sent could indicate that your member database contains a lot of invalid or expired email addresses. A high Complaint rate is both an indicator of a problem and the cause of future problems as it affects your reputation.
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Campaign Commander Email & Mobile Edition User Guide Snapshot Report
4. In the Split test report screen, click the campaign name. 5. Select Snapshot report from the popup menu. 6. The snapshot report opens in a new browser tab or window.
From To Subject Reply To The name of the segment used for the campaign. The name of the person who created the report. The date the campaign was launched.
Unique openers
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Campaign Commander Email & Mobile Edition User Guide Snapshot Report
Description The percentage of recipients who clicked through an email to a landing page.
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The number of recipients who clicked a link that led to a landing page. The percentage of recipients who clicked through the email to a conversion page.
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This information is only available if you have activated post-click tracking. Unique conversions The total number of recipients who clicked through the email to a conversion page. This information is only available if you have activated post-click tracking. Unsubscribed The percentage and total number of recipients who clicked an email's unsubscribe link.
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Shared
The percentage and total number of times an email was shared on a social network.
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Click Through to The percentage of recipients who clicked any link in the email out of the Open Rate number of recipients who opened the emails.
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Deliverability Report
The Deliverability Report section displays the following data concerning the deliverability rate of the campaign: KPI name Selected Description The total number of members selected as recipients of the campaign.
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Filtered
The percentage and the total number of emails that were not sent due to settings such as Dedupe on send OR Mailing Frequency Control.
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Bounced
The percentage of emails that could not be sent for a temporary or permanent reason (such as the recipient's inbox being full or the email address being invalid).
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Campaign Commander Email & Mobile Edition User Guide Snapshot Report
Description The percentage and total number of emails that could not be sent for a temporary reason (such as the recipient's inbox being full).
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Hard bounced
The percentage and total number of emails that could not be sent for a permanent reason (such as the email address being invalid).
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Delivered
The percentage of emails delivered, regardless of whether they end up in the inbox, spam, or junk folders (i.e. net sent minus the hard and soft bounces).
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Delivered rate = ((Net sent - (Hard bounces + Soft bounces)) / Selected) x 100
Complained The percentage and total number of members who reported the email as spam.
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Complaint rate = (Number of recipients who reported the email as spam / Delivered) x 100
Link Details
The Link Details section displays the results of your creative's link performance. Column name
Description
Link name The name assigned to the link when it was added in the email. Link URL Click throughs Total clicks % Total clicks The URL of the link. The total number of recipients who clicked a link in the email. The total number of clicks generated by the link. The percentage of clicks generated by the link.
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Total click rate = (Number of times the link was clicked / Number of clicks a campaign generated) x 100
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Campaign Commander Email & Mobile Edition User Guide Snapshot Report
Place your cursor over the label to highlight the link in the Link Details section.
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Campaign Commander Email & Mobile Edition User Guide Link Response Report
The percentage/number of the recipients who clicked each link (Click throughs) The percentage/number of recipients who clicked a link a single time(Unique clickers) and multiple times (Repeat clickers)
Compare link effectiveness: After having identified the most popular links, you can analyze their position and appearance in the email to work out what factors incite recipients to click and then re-apply them in future campaigns.
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Campaign Commander Email & Mobile Edition User Guide Link Response Report
1. In the Campaign Commander Email & Mobile Edition left-hand menu, click Reports. 2. In the Reports screen, go to Campaigns. 3. Select Bounce back report from the drop-down menu. 4. In the Bounce back report screen, click the message name. 5. Select Link response report from the popup menu.
Click Regular.
Click Banner.
Description The name assigned to the link when it was added in the email.
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Campaign Commander Email & Mobile Edition User Guide Link Response Report
Description The percentage and total number of recipients who clicked a link in the email.
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Click through rate = (Number of recipients who clicked a link / Delivered) x 100
Unique clickers
The percentage and total number of recipients who clicked the link once.
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Unique clicker rate = (Number of unique clickers / Total number of clickers) x 100
Repeat clickers
The percentage and total number of recipients who clicked a particular link more than once.
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Repeat clicker rate = (Number of repeat clickers / Total number of clickers) x 100
The total number of clicks generated by a link. The percentage and total number of recipients who clicked a link leading to a conversion page.
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These results are only available if you have activated post-click tracking. Purchases The total number of purchases or orders placed by recipients after clicking the link. These results are only available if you have activated post-click tracking. Total purchases The total value of purchases or orders placed by recipients after clicking the link. These results are only available if you have activated post-click tracking.
Banner Link
The following data is displayed for a banner link: Column name Banner name Link name Link number Click throughs The name of the banner. The name assigned to the link when it was added in the email. The link ID number. The percentage and total number of recipients who clicked a link in the banner.
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Description
Click through rate = (Number of recipients who clicked a link / Delivered) x 100
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Campaign Commander Email & Mobile Edition User Guide Link Response Report
Description The percentage and total number of recipients who clicked the link once.
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Unique clicker rate = (Number of unique clickers / Total number of clickers) x 100
Repeat clickers
The percentage and total number of recipients who clicked a particular link more than once.
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Repeat clicker rate = (Number of repeat clickers / Total number of clickers) x 100
The total number of clicks generated by a link. The percentage and total number of recipients who clicked through the banner to a conversion page.
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These results are only available if you have activated post-click tracking. Purchases The total number of purchases or orders placed by recipients after clicking a link in the banner. These results are only available if you have activated post-click tracking. Total purchases The total value of purchases or orders placed by recipients after clicking a link in a banner. These results are only available if you have activated post-click tracking.
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Campaign Commander Email & Mobile Edition User Guide Daily Response Report
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Campaign Commander Email & Mobile Edition User Guide Daily Response Report
Use the Previous and Next buttons to navigate back and forward in time.
Note: The total amount of data available depends on how your storage settings are configured.
Description The date on which the data was collected. The total number of times an email was opened. The percentage and total number of recipients who opened an email.
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The total number of clicks generated by an email campaign (excluding Unsubscribe and Share clicks).
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Campaign Commander Email & Mobile Edition User Guide Daily Response Report
Description The percentage and total number of recipients who clicked through an email to a landing page.
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Click through rate = (Number of recipients who clicked in an email / Delivered) x 100
The total number of times an email was shared on a social network. The percentage and total number of unique recipients who shared an email on a social network.
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Social opens
The percentage and total number of recipients who shared an email on a social network that was opened.
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Conversion rate
The percentage and total number of recipients who clicked through the email to a conversion page.
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These results are only available if you have activated post-click tracking. Purchases The percentage and total number of recipients who made a purchase or placed an order after clicking a link in an email. These results are only available if you have activated post-click tracking.
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The total value of purchases or orders placed by recipients after clicking a link in an email. These results are only available if you have activated post-click tracking.
Unsubscribed The percentage and total number of recipients who clicked an email's unsubscribe link.
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Hard bounces
The percentage and total number of emails that could not be delivered for a permanent reason such as an invalid or expired email address.
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Soft bounces The percentage and total number of emails that could not be delivered for a temporary reason such as the recipient's mailbox being full, the email size and/or attachments being too large, or a temporary network problem during the email transmission process.
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Complaints
The percentage and total number of members who reported the email as spam.
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Complaint rate = (Number of recipients who reported the email as spam / Delivered) x 100
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Campaign Commander Email & Mobile Edition User Guide Social Influence Report
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Campaign Commander Email & Mobile Edition User Guide Social Influence Report
Description The name of the social network on which the campaign was shared.
Total social The percentage and total number of times an email was shared on a social shares network.
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Total social share rate = (Number of social shares on the social network / Total social shares) x 100
Social sharers
The percentage and total number of unique recipients who shared an email on a social network.
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Social opens
The percentage and total number of times an email was opened by a new person after being shared on a social network.
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Social open rate = (Number of social opens on the social network / Social opens) x 100
Note: This data is only collected for messages that are shared via Campaign Commander's share functionality.
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