Help Manual

Your communication with the recipients. Here we shall look at how to create a mail job, create mails and send them.

New Mail Job

Create a new mail job here.

Name of the Job: This is for your identification. Give a job name for reference

From Address: Your mails would be sent from this mail address - You will receive the reply messages at this address

From Name: The name entered here will appear in the "From" address this way: From:  "Name" <email@account.com>. If blank, it appears this way: From: email@account.com. Do not use double-quotes (") here.

Subject: Give a subject line for all your outgoing messages E.g. 'font-size: 10.0pt;font-family:Arial;color:windowtext'>Action Alert on the New Issue, Weekly news alert

Type of mail: Select how you want to send the mail – HTML or TEXT. By selecting AUTO, both the formats would be sent to the recipient leaving the option for the recipient to choose from.

Priority of the mail: Decide how urgent the mail is.

Submit: Click here and you get into compose mail message page

Compose Mail message

Compose a mail message by any of the following ways that you are comfortable with.

Compose HTML message

Subject: Subject line for all your out going messages. You can edit it.

Data Place Holders: List fields of your contact list. You can insert the list fields anywhere in the text message and personalize it.

Personalize Messages:

1. If you wish to personalize attention line, type Dear, move the cursor to the attention line (after dear) and select First Name from dropdown menu. If the recipient is "Smith" he/she would receive it as Dear Smith and so on
2. For area specific promotions, you can just insert address field in the content dynamically – E.g. This scheme is specifically for residents of … (City data place holders). Maryland recipients would receive it as "This scheme is specifically for residents of Maryland" and London recipients would receive it as "This scheme is specifically for residents of London and so on

Message: Type your message here.

Design Template: A list of all design templates – our default templates and those you have uploaded using file manager. Select a design template and your text message would be overlaid on it.

Preview: Select a design template and click preview button.

Submit: To move to the Edit Message page click the Submit button.

Edit Message

Edit wherever necessary. You can insert your company logos, designs, change fonts, add colors, write content and such. Customize the look and feel of the page.

Continue: Save the message by clicking the Continue button

Select a list

Select a List: Select an already existing contact list to whom you want to send the mail

Submit: click this button and tour mail job is ready to be sent

List Name: Give a name to the list depending upon the kinds of mailers you send. E.g. Monthly newsletter list, new product promotion list etc.

List File: Select the .csv file where the e-mail addresses are stored. The file should contain basic values – First Name, Last Name and E-mail address. The rest of the values are optional. Click here for more information about .csv files.

Submit: click this button and tour mail job is ready to be sent

Compose Text message

Subject: Subject line for all your out going messages. You can edit it.

Data Place Holders: List fields of your contact list. You can insert the list fields anywhere in the text message and personalize it.

Personalize Messages:

1. If you wish to personalize attention line, type Dear, move the cursor to the attention line (after dear) and select First Name from dropdown menu. If the recipient is "Smith" he/she would receive it as Dear Smith and so on
2. For area specific promotions, you can just insert address field in the content dynamically – E.g. This scheme is specifically for residents of … (City data place holders). Maryland recipients would receive it as "This scheme is specifically for residents of Maryland" and London recipients would receive it as "This scheme is specifically for residents of London and so on

Message: Type your message here.

Submit: To move to the Edit Message page click the Submit button.

Select a List:Select an already existing contact list to whom you want to send the mail

Submit: click this button and tour mail job is ready to be sent

List Name: Give a name to the list depending upon the kinds of mailers you send. E.g. Monthly newsletter list, new product promotion list etc.

List File: Select the .csv file where the e-mail addresses are stored. The file should contain basic values – First Name, Last Name and E-mail address. The rest of the values are optional. Click here for more information about .csv files.

Submit: click this button and tour mail job is ready to be sent

Pick a previously sent message

If you wish to resend an earlier message or use the earlier message, edit it and send it as a new one, you can do here – this tool saves your time.

Subject of the mail: Change the subject line to suit this new mail

Previously Sent Message: all your undeleted previously sent messages are stored here. Select one from the dropdown menu

Preview: Click this button to preview the mail

Submit: To save the message by click the Submit button

Edit wherever necessary. You can insert your company logos, designs, change fonts, add colors, write content and such. Customize the look and feel of the page.

Continue: Save the message by clicking the Continue button

Select a list

Select a List:Select an already existing contact list to whom you want to send the mail

Submit: click this button and tour mail job is ready to be sent

List Name: Give a name to the list depending upon the kinds of mailers you send. E.g. Monthly newsletter list, new product promotion list etc.

List File: Select the .csv file where the e-mail addresses are stored. The file should contain basic values – First Name, Last Name and E-mail address. The rest of the values are optional. Click here for more information about .csv files.

Submit: click this button and tour mail job is ready to be sent

Select an uploaded message

Select the message that you have uploaded from file manager section and send the message to your target list.

Subject of the mail:Subject line for all your out going messages. You can edit it.

Uploaded Messages: all the messages you uploaded from file manager are stored here. Select one from the dropdown menu

Preview: Click this button to preview the mail

Submit: To save the message by click the Submit button

Edit Message

Edit wherever necessary. You can insert your company logos, designs, change fonts, add colors, write content and such. Customize the look and feel of the page.

Continue: Save the message by clicking the Continue button

Select a list

Select a List:Select an already existing contact list to whom you want to send the mail

Submit: click this button and tour mail job is ready to be sent

List Name: Give a name to the list depending upon the kinds of mailers you send. E.g. Monthly newsletter list, new product promotion list etc.

List File: Select the .csv file where the e-mail addresses are stored. The file should contain basic values – First Name, Last Name and E-mail address. The rest of the values are optional. Click here for more information about .csv files.

Submit: click this button and tour mail job is ready to be sent

Import web page

URL of the web page:If you want to send a web page that has the information, just type the URL of the web page in this field

Get Web Page:Click on the Get Web Page button and the whole web page with content, graphics and links would be imported.

Edit Message

Edit wherever necessary. You can insert your company logos, designs, change fonts, add colors, write content and such. Customize the look and feel of the page.

Continue: Save the message by clicking the Continue button

Select a list

Select a List: Select an already existing contact list to whom you want to send the mail

Submit: click this button and tour mail job is ready to be sent

List Name: Give a name to the list depending upon the kinds of mailers you send. E.g. Monthly newsletter list, new product promotion list etc.

List File: Select the .csv file where the e-mail addresses are stored. The file should contain basic values – First Name, Last Name and E-mail address. The rest of the values are optional. Click here for more information about .csv files.

Submit: click this button and tour mail job is ready to be sent

Send Mails

Congratulations you mail job has been created.

Send Preview Mail: If you are not sure and want to check your mail again before sending it, click on Send Preview Mail – a preview mail would be sent to your e-mail address

Send Mail: Click on Send Mail – the mail would be sent to the contact list

Cancel: If you want to send the mail at a later date, click cancel

Continue Previous Job

Here you have the list of previously unsent messages.

Continue: To send the messages – click on the continue link

Delete: To delete the messages – click on the delete link

Delete Mail Job

Here you find both sent and unsent mails. You can delete a mail job completely here

Job Name: List of all your mail jobs. Select the one you want to delete

Delete: Click this button and your mail job would be completely delete