Campaigns
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1. In the navigation bar in the backend of your site, go to Marketing > Message Templates. 2. Double check and make sure that the Default message template is there. You will most likely be using this default template for all of your Campaigns. 3. You can edit the Default message template to include elements that will be included in all of your future campaigns. 4. You can also add your own styled items with HTML. To add an HTML header or footer, add a Content block from the menu on the right to either the Header or Footer area, then click Edit. 5. Once the Edit screen opens, click HTML and paste the HTML for your header/footer.
1. At the top of the Sitefinity dashboard, go to Pages. 2. Scroll down to the Utility page and select the checkbox to the left of it. 3. Once you have selected the checkbox, scroll back up to the top and click the green button labeled “Create a child of the selected page” 4. Name the page accordingly. E.g. “Unsubscribe From Emails” 5. Scroll down to the Template section. Click the white button labeled “Select another template” 6. Choose the Full Width template 7. Click the green button labeled “Create and go to add content” 8. In the content sidebar, find the Unsubscribe widget located under the Email Campaigns drop down. Drag the widget into the container. 9. Click Publish
1. Open the Marketing tab in the toolbar, then go to Personalization 2. Click Create A User Segment 3. Name the User Segment and add a Description (optional) 4. Select the characteristic of the user segment from the drop-down menu, such as Search keywords or Location 5. According to which characteristic you selected, fill in the appropriate information for that characteristic, e.g. enter the city of your dealership for the Location characteristic 6. If you are going to use the User Segment you created on your site, make sure that the Is Active checkbox is checked. If you don’t check the box, this user segment will not be present on the site. 7. Once you have finished creating the User Segment, click Create this segment.
Once you have created the mailing list, you will need to add the subscribers’ emails. There are two ways to add subscribers: Adding individually and importing Importing Subscribers (Preferred)
1. Click into the Mailing List that you made. 2. At the top of the page, click the More Options drop-down menu and select Import Subscribers 3. Select the file that you wish to import. Note: only .csv and .txt files are supported.
4. Select the format of the file. (Comma or Tab separated)
5. Map the source columns to the subscriber's properties. E.g. If the first column in the file is the first name of the subscriber, select “First Column” from the drop-down menu under the First Name property.
6. If the first row in the file is the header, you will want to check the box next to Skip the first row. This ensures that it will not try to create a subscriber from the header information.
7. Select whether you don’t want to import already existing subscribers or if you want to replace the names of the already existing subscribers with the new email as the imported subscriber.
Creating Subscribers one at a time
8. When finished, click the green Import button.
1. Click the green button labeled “Create a Subscriber” 2. Fill in the subscriber’s information (First name, last name, and email) 3. If you wish to change the mailing list, click the “Change..” button and select which mailing list you want the subscriber to be subscribed to. 4. When finished, click the green button labeled “Create this subscriber”
1. At the top of the backend dashboard, go to Marketing > Campaigns 2. Click the green button labeled “Create a Campaign” 3. Create a campaign name. E.g. “[Company] Monthly Newsletter” 4. In the Template section, select “Use a template” and choose the default template 5. Choose a mailing list that you want the campaign to be sent. 6. For "From name", use your dealership's name. 7. In the “Reply to email” box, include the email of whom will be the main contact for the email campaigns. 8. You may Enable Google tracking if you wish to track data for the campaign. 9. When finished, click “Create and go to add the first issue”
1. To schedule for an Issue to be sent to the mailing list at a later time, go up to More actions and click Schedule delivery 2. From here, you can choose a date and time to send the issue out. 3. When finished, click Schedule this issue.
Performing an A/B test will help you find out which of the versions of an email is more effective. The main idea is that you prepare two versions of one email — version A is sent to a small portion of the subscribers in one mailing list and version B is sent to another small group of them. After the email is sent the results of both emails are measured and based on them the winning email is chosen and sent to the rest of the subscribers. 1. Go to More actions and click Send A/B test 2. From here, you can choose whether you want to copy the content you have created from the Issue or start from scratch.
