Once you have completed the set up and validated the records you are ready to import your lists and send your first campaign<\/span><\/p>\n We have provided both video and step by step guides below to help get the most out of the app.<\/span><\/p>\n When you first login you will get a pop up tour guide, this provides an outline of what steps are required to set your system up<\/span><\/p>\n General Information<\/span><\/strong><\/span><\/p>\n The app doesn\u2019t allow you to move to the next step in any process unless all of the required information is provided, if you try to save and move on you will see the missing fields are shaded in red<\/span><\/p>\n Another useful feature is when you click on box or field, you will see a hover box appear with a basic explanation of what is required<\/span><\/span><\/p>\n You will see the fields in each template have information entered to show you what you should be adding in each field<\/span><\/span><\/p>\n We will go through each stage now to set up your lists and campaigns and finish with a walk through of the reporting suite<\/span><\/span><\/p>\n Getting Started<\/span><\/strong><\/p>\n Video 1<\/span><\/strong><\/p>\n Creating your First list and opt in form<\/span><\/strong><\/p>\n Video 2<\/strong><\/p>\n How to edit a “done for you” opt-in form<\/strong><\/p>\n Video 3<\/strong><\/p>\n Creating a campaign and sending an email<\/span> <\/strong><\/p>\n <\/span><\/span><\/p>\n Video 4<\/span><\/span><\/strong><\/p>\n Creating an autoresponder series<\/strong><\/span><\/span><\/p>\n <\/strong><\/span><\/span><\/p>\n Video 5<\/strong><\/span><\/span><\/p>\n Creating a segment and sending a campaign<\/strong><\/strong><\/span><\/span><\/p>\n <\/strong><\/span><\/span><\/p>\n Video 6<\/strong><\/span><\/span><\/p>\n Understanding the reporting functions<\/span><\/strong><\/strong><\/span><\/span><\/p>\n <\/strong><\/span><\/span><\/p>\n Step by Step Guide<\/strong><\/p>\n Create your first list<\/span><\/strong><\/p>\n Click Lists and lists from the drop down<\/span><\/p>\n Click \u201cCreate new\u201d<\/span><\/p>\n Enter the general data required<\/strong><\/p>\n Make sure the from email and reply email are correct, it will be defaulted to the email you used to sign up but don\u2019t worry if you don\u2019t have the email you want to use, this can be added later<\/p>\n Single\/Double opt in<\/strong><\/p>\n Select which you want this list to use, single opt in doesn\u2019t send a confirmation email, double opt in does and requires your subscriber to confirm before being added to your list<\/p>\n Subject can be newsletter and this is added to each campaign<\/p>\n Notifications can be sent to inform you of a new subscriber and an unsubscribe and you can select to activate this or once you have more than 1 list you can set various actions<\/p>\n Company Details<\/strong><\/p>\n These details are pulled through from the account profile you created when you first got access to the app. If you want this list to be sent from a different sender or company you can simply add the new details here<\/p>\n Click save and the list has been created<\/p>\n Adding Subscribers<\/span><\/strong><\/p>\n You can manually add subscribers or you can import a list<\/p>\n Importing Subscribers<\/strong><\/p>\n Click on \u201cLists\u201d and you will see the list you have just created<\/p>\n Click Tools<\/p>\n Click on tools<\/strong><\/p>\n This provides the 3 options you can do inside the app, import, export and copy<\/p>\n Select Import tools<\/strong><\/p>\n You now have 3 options to import your list<\/p>\n The most common method is CSV which is transferring a file from your PC to the app<\/p>\n Select CSV and select your file to import from your hard drive<\/p>\n Important Please Read Carefully<\/strong><\/span><\/p>\n Please make sure the file you wish to import is in the format CSV UTF – 8 (Comma delimited)<\/strong><\/p>\n Before you import the list open it in excel and save the file using the extension above<\/p>\n If you do not have this option you can easily convert your file using either of the 2 methods below<\/p>\n Convert your CSV to UTF – 8<\/strong><\/p>\n UTF-8 is an encoding set that can contain any unicode character, yet it is as compact as ASCII. For this reason, UTF-8 is appropriate for writing code for cross-platform software. <\/span><\/p>\n Many people use UTF-8 encoding to send and receive email in various languages.<\/span><\/p>\n Unfortunately, not all applications can encode files in UTF-8 by default, and Microsoft Excel is one of them. Instead of unicode, Excel encodes CSV files using ANSI.<\/span><\/p>\n To get around this, you need to change Excel’s default character set. If you don’t have Excel installed, you may use Notepad to create a UTF-8 version of your file.<\/span><\/p>\n Click “Start,” enter “notepad” in the Search field, and press “Enter” to launch Notepad.<\/span><\/p>\n Click “File” and then click “Open.” Click the drop-down menu beside the “File Name” field, and then choose “All Files.”<\/span><\/p>\n Locate the CSV file that you want to convert to UTF-8. Select it and click “Open.” This loads your CSV data onto Notepad.<\/span><\/p>\n Open the “File” menu again, and click on “Save As.” Enter your preferred file name. Be sure to include the “.csv” file extension.<\/span><\/p>\n Click the drop-down menu beside “Save as File Type,” and choose “All Files.”<\/span><\/p>\n Go to “Encoding” and select “UTF-8” from the drop-down menu. Click “Save.”<\/span><\/p>\n Launch Microsoft Excel. Click the Microsoft Office button, and then choose “Open.” Select your CSV file from the list, and click “Open.”<\/span><\/p>\n Click the Microsoft Office button, and then click “Save As.” Enter your preferred file name.<\/span><\/p>\n Click the drop-down menu beside “Save as File Type,” and then choose “CSV (Comma delimited).”<\/span><\/p>\n Click the “Tools” button at the bottom of the window, and then choose “Web Options.”<\/span><\/p>\n Go to the “Encoding” tab. Under “Save this document as,” click the drop-down menu and choose “Unicode (UTF-8).” Click “OK” and then click “Save.”<\/span><\/p>\n Click to upload and your list will be imported directly to your list<\/strong><\/p>\n Creating your first opt in form<\/span><\/strong><\/p>\n From the overview screen click on custom fields, you will see we have added 3 by default and these are<\/p>\n Email<\/strong><\/p>\n First name<\/strong><\/p>\n Last name<\/strong><\/p>\n You will see email is required and cannot be removed but the other 2 fields are not compulsory and can be removed if not required.<\/p>\n If you only want to collect email you would delete the other 2 fields and click save<\/p>\n If you want to collect first name and email you would delete last name<\/p>\n We provide a comprehensive range of additional custom fields to personalise your lead generation, simply click the link below and complete the form fields following the prompts<\/p>\n By default, the email field is shown as field 1, if you want to display the first name first followed by the email field you need to select the order of each field in the sort order box on the right-hand side<\/p>\n Click save<\/strong><\/p>\n To get the html code to add to your landing page click on the quick links tab<\/strong><\/p>\n Select list embed forms<\/p>\n Copy the whole of the code from <form action to <\/form><\/p>\n Paste this in to your landing page and you are ready to collect subscribers<\/p>\n Setting up an automatic redirect from your landing page<\/span><\/strong><\/p>\n Click on quick links<\/span><\/p>\n Select List pages<\/span><\/span><\/p>\n On the top right click on the link \u201cSelect another list page to edit\u201d<\/span><\/span><\/p>\n Select \u201cSubscription confirmed\u201d<\/span><\/span><\/p>\n Scroll down the page and you will see a box to paste in the URL of the page you wish to redirect your subscriber too<\/span><\/p>\n Editing pre-loaded pages<\/span><\/strong><\/p>\n We have provided 11 pages that are automatically sent based on certain events<\/span><\/p>\n You can view all of the pages from this list and make any edits you wish, click save and the pages are s<\/span><\/span>aved with your content.<\/span><\/p>\n <\/span>Create targeted lists based on Opens<\/strong><\/p>\n Once you have added another list you can set the subscriber actions below so if you have a prospects and buyers list you would set this here to unsubscribe from the prospects list when subscribing to this list (Buyers) for example<\/p>\n <\/span><\/span><\/span><\/strong>Creating your first campaign<\/span><\/strong><\/p>\n Click on \u201ccreate your first campaign\u201d<\/span><\/p>\n Enter your campaign name<\/span><\/p>\n <\/span><\/p>\n Choose the type of campaign you want to send, regular is a broadcast type message which can be sent immediately or queued to send later and autoresponder message is a follow up message to send in a sequence over a period of days or months<\/p>\n Select the type of message you want to send and you will set the sending details when the campaign is ready to send<\/p>\n Select the list you wish to send the message to and click save and exit<\/p>\n In the campaign set up screen you will see the fields are filled in with the default information you added in the profile section<\/p>\n Please make sure the \u201cfrom email\u201d and \u201creply to email\u201d match the domain name you verified earlier<\/p>\n Add your subject<\/p>\n In the campaign options section, you can select the tracking options you want to collect<\/p>\n You can select to track emails that are opened and clicked once they are opened<\/p>\n Leave the other fields as is and make sure you select the correct tracking link if you have set up more than 1 and this must match the domain name you are sending from<\/strong><\/p>\n You can add a pre-header can be added and this is a short summary text that follows the subject line when your email is delivered in to the inbox<\/p>\n Many mobile, desk top and webmail clients provide this to tip you off about what\u2019s in the email before opening it<\/p>\n Click show more options<\/strong><\/p>\n Once you have created more campaigns, this is the area you can filter your lists and create segments<\/p>\n A really useful feature is the ability to send a campaign only to people who opened or clicked previous emails and also to people who didn\u2019t<\/strong><\/p>\n Simply select who you want to target and select the previous campaign or campaigns and your campaign will only be sent to the list selected <\/p>\n You can select 1 or more than 1 previous campaigns<\/p>\n This is especially effective to increase conversions and ROI sending your 2nd<\/sup> message only to the people who didn\u2019t open the previous emails and it also keeps your subscribers happy along the way because they don\u2019t get duplicate emails<\/p>\n Segment your lists based on opens and sent campaigns<\/strong><\/p>\n Move or copy subscribers who have opened your campaigns<\/p>\n Select a campaign delivery server<\/strong><\/p>\n Scroll down and view your Campaign delivery servers<\/p>\n Select 1 only to send the campaign or leave blank and the system will send the campaign using all the delivery servers available sending pro-rata based on the list size<\/p>\n At this point you will only have added 1 so tick the box to select to use this server to send your campaigns but in future you may decide to add more so it\u2019s very important to select the correct server to work with the tracking domain and sending domain<\/p>\n Here is what your app will look like when you have added more servers, you can select 1 or more than 1 and the app with send to each server each hour based on the number of sends you have set as the limit in the sending server template<\/p>\n Once you have checked all of the fields click save and exit<\/strong><\/p>\n Spam checker tool<\/strong><\/p>\n![\"\"](\"https:\/\/inboxingprohost.com\/wp-content\/uploads\/2023\/07\/createc1st-list.png\" "\\"createc1st")
<\/span><\/p>\n![\"\"](\"https:\/\/inboxingprohost.com\/wp-content\/uploads\/2023\/07\/new-list.png\" "\\"new")
<\/span><\/p>\n![\"\"](\"https:\/\/inboxingprohost.com\/wp-content\/uploads\/2023\/07\/company-details.png\" "\\"company")
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<\/span><\/p>\n![\"\"](\"https:\/\/inboxingprohost.com\/wp-content\/uploads\/2023\/07\/csv-import.png\" "\\"csv")
<\/span><\/p>\nUsing Notepad<\/h3>\n
Using Microsoft Excel<\/h3>\n
Tip<\/h4>\n
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![\"\"](\"https:\/\/inboxingprohost.com\/wp-content\/uploads\/2023\/07\/list-overview.png\" "\\"list")
<\/span><\/p>\n![\"\"](\"https:\/\/inboxingprohost.com\/wp-content\/uploads\/2023\/07\/list-custom-fields.png\" "\\"list")
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<\/span><\/p>\n![\"\"](\"https:\/\/inboxingprohost.com\/wp-content\/uploads\/2023\/07\/new-campaign.png\" "\\"new")
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