This guide will walk you through the main steps required to :
- Import your contacts
- Create a campaign
- Design an email
- Create a segment (decide who to send the email to)
- Create a broadcast (the process of sending an email to a segment)
- Interpret the campaign results
From the main menu, click on the "Imports" link under the Contacts heading.
Click the "Add New" button. This will start a 3 step wizard.
Choose your import source and click next. The choices are:
- Import from a Text File: Select this if your contacts are in a CSV file (a spreadsheet saved as a CSV file)
- Import from an FTP site: Select this if you have CSV files stored on an FTP site.
- Import using a Web Service: Select this if you are importing from an external system like Epicor or Sitecore.
Step 2 (if "Import from a Text File" was chosen)
- Enter a name for your import
- Select the CSV file from your PC/Mac
- Click next when ready.
Step 2 (if "Import from an FTP Site" was chosen)
- Enter a name for your import
- Select an FTP site from the dropdown list (or add a new FTP site if necessary)
- Specify the filename on your FTP site
- Tick the "Delete file from FTP site when done" option if you want the import process to delete the file when finished.
- Click next when ready.
Step 2 (if "Import using a Web Service" was chosen)
- Enter a name for your import.
- Choose a web service from the drop down list (if there are no entries on this list, then the API connection will need to be configured. Contact firstname.lastname@example.org for assistance).
- Click next when ready.
On this screen, you map the information from your data source into the corresponding fields in Sensorpro. There are four columns on the screen:
The columns are:
- Map from CSV/Table: The data you are importing. This will be the column heading in your CSV file, or a field name if you are importing from a web service.
- Sample Data: A sample of the data in that column/field.
- Map To Field: Where you are going to put the data in Sensorpro.
- Macros: This is an advanced function that isn't required for most imports. It is used for transforming data as it's being imported and specifying a date format if importing dates.
- Click Finish when ready and the import process will begin.
Some things to be aware of about the mapping process:
- Sensorpro will try to map what it can automatically.
- Make sure nothing is mapped to the same field twice - every field in the "Map To Field" column needs to be unique.
- If a field is not mapped automatically (like "business" in the screenshot above), use the "..." button to browse a list of available fields and select the most appropriate location.
Some things to be aware of about the import process:
- The import process will ‘de-duplicate' contacts automatically (if you have duplicate email addresses in your data source, Sensorpro will deal with them automatically).
- Only contacts that have a valid email address will be imported (contacts with no email addresses or badly formed email addresses will not be imported).
- If an import encounters more than 20 bad addresses in a single import, it will stop automatically. You should fix your import file and retry the import.
- If a contact has previously opted out or bounced, importing them again won't reset that (so you don't need to clean your list outside of Sensorpro).
- If you have more than one import, a contact can exist on multiple import (even though the contact will only appear on the master contacts list once). Sensorpro keeps track of contacts who exist in multiple imports and will manage that cross reference automatically.
To create and send an email, you first need to create a campaign. A campaign is the process of building an email (step 1), creating a segment (step 2) and broadcasting the email (step 3).,
From the main menu, click on a thumbnail to use as a starting point on the "Quickstart email" panel.
This will prompt you to "Add to an existing campaign" or "Create a new campaign".
If you choose "Add to an existing campaign", a campaign selector will appear on screen and you can choose a campaign to add this design to.
If you choose "Create a new campaign", you will be prompted for a campaign name.
Click "Ok" and the email designer will appear (with your selected template loaded automatically).
There is a separate full guide for the email designer. You can access it by clicking here (link opens in a new window).
Segmentation is the process of choosing who to send an email to. You can choose all contacts, contacts from a particular list/import, contacts based on campaign results, or even design your own rules (e.g. all contacts from the United States who work in the hospitality industry and have a job title of CEO or General Manager **).
** Note - you must have this data on your contact records to be able to use it for segmentation.
From within your campaign, click the "Step 2: Build Segment" screen.
- Click "Add New" to create a new segment.
- Enter a name and description.
- Choose one of the rules at the bottom of the screen (the most common rules are on the popular tab)
- Click OK.
There is a separate full guide for the Segmentation module. You can access it by clicking here (link opens in a new window).
A Broadcast is the process of sending your email to your segment. Note - if you don't have an email or a segment in your campaign, you will not be able to create a broadcast.
From within your campaign, click the "Step 3: Send/Broadcast Email" screen.
This will be a list of broadcasts in this campaign. To add a new one, click "Add New Broadcast" at the bottom of the screen.
Fill in the screen as follows:
- Email Subject Line: The subject line for your email. This is what your subscribers will see when they receive it in their inbox. Note: If you entered this on the "Add Campaign" screen, this will be filled in automatically.
- From Email Address: The email address from which the email will be sent. Note: If you entered this on the "Add Campaign" screen, this will be filled in automatically.
- Reply-To Email Address (Optional): The email address to which replies will go to. Note: If you entered this on the "Add Campaign" screen, this will be filled in automatically.
- HTML Message/Design to Send: Select your design from the dropdown list.
- Segment: Select your segment from the dropdown list.
- Schedule Broadcast (tab at the top of the screen): Set a date and time for the email to send. If you don't specify a date/time, then the email will send when you click the "Send" button.
- Click Ok and the broadcast will be created (note - it will not be sent).
Back on the broadcast list, you will see 8 icons in the Options Column:
From left to right:
- Edit: Edit the properties of the broadcast.
- Build: Build a batch of emails so you can preview what the email looks like (useful for testing personalisation).
- Show Details: If you built the broadcast, this will give you access to the batch that were built.
- Send/Broadcast: This will send the email, If you didn't schedule the email, they will be sent immediately. If you scheduled the email to go out at a future date/time, this icon will change to a clock when clicked. Please read the confirmation on screen when you click the send button.
- View Log: After building/sending a broadcast, you can review this log to troubleshoot issues.
- Copy: Copy a broadcast.
- Share: Get a sharing link to share your email on social media.
- Delete: Delete a broadcast. Note: you cannot delete a broadcast that has been sent.
Note 1: Make sure you send a test email to yourself to ensure that the email displays correctly.
Note 2: If you have scheduled a broadcast to go out at a future date/time and need to cancel it, click the clock icon. This will only be visible if you have scheduled an email.
After the email campaign has been sent, the results can be accessed from the Results Dashboard. The results are captured in real time and can be accessed at any time. From the main menu, click "Campaign results" on the menu.
You will now see a list of all your campaigns. Click the green dashboard icon beside the campaign you are interested in.
Alternatively, while on the homescreen, click the dashboard icon in your "Recent campaigns" panel:
When the dashboard loads, there are a number of sections on screen:
- The 6 boxes at the top are the main metrics. Sent total, unique opens, link clicks, bounces, optouts and spam reports. Click on "View Details" to drill down into that metric for more information. Click the down arrow to download results (where available).
- The "Popular Links" section will show you link click details from your campaign (in descending order of clicks). The link at the top is the one that was clicked the most.
- The "Open Rates" graph shows you a line graph of the open rates on a timeline. Hover over a data point for more details. Only days where metrics were recorded will be plotted on the graph.
- The "Recent Opens/Link Clicks" section will show you the recent campaign activity in descending date order. The contact at the top of this list is the contact who has recorded the most recent activity.
- The "Opens By Domain Top 15" panel shows the most popular opening domains in descending order of popularity.
On the right side of the screen (from the top down):
- The "Campaign Metrics" donut graph shows the opens vs. unopened vs. opt outs vs. bounces vs. spam reports as percentage values.
- The "Browser Usage" graph shows the browser or device usage as a percentage. This shows the first device/browser to open an email (per contact). Subsequent opens by the same users on other devices/browsers are not recorded.
- The "Social Media" panel shows any social shares or follows (if those features are being used in your email design).
- The "Send History" panel shows all separate broadcasts done from the campaign (date and time stamped).