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Knowledge Base Topics
Getting Started
Quick Getting Started Steps
Create Your First Email List
In order to start sending email campaigns, you must first create an email list and import your subscribers.
Add Subscribers to Your Email Lists
In order to do so, just
-
Click on Lists in the left menu bar. Then, select your List Title from Lists area. -
Click on the Tools box. 3. Click on the Import box.You will be allowed to import from a csv file, a text file or from another database as described here.
Add a Tracking Domain
For example, rather than a link in your email body reflecting "yahoo.com", a tracking domain will show the link as 'yourdomain.com/site'. When someone clicks on 'yourdomain.com/site' they will be automatically directed to your yahoo.com link.
How to add a tracking domain:
Add a Sending Domain
In order for your emails to reflect your own domain (much needed for best delivery), you must add a custom Sending Domain.
Your sending domain shows your subscribers via the "From" field who is sending them a message.
For example, if you would like to send an email from info@outlook.com, you will need to add and verify "outlook.com" as your sending domain.
You can use as many sending domains as you would like. However, each sending domain must also have a matching verified delivery server in your account.
To Add Sending Domain to Your Dashboard:
1. Navigate to Domains/Sending Domains.
2. Click on "Create New".
3. Enter your domain name in the box and click "Save Changes".
4. Your DKIM and SPF records will then be generated for you.
5. Add the DKIM and SPF records to your DNS settings with your DNS host.
6. After you have completed that step, go back to your new Sending Domain and click "Verify DNS Records".
Create and Send Your First Campaign
Finally, after your list is created, you have added your subscribers into it and set up your delivery server, tracking domain, and sending domain it’s time to create your first campaign.
3. Name your campaign and Select the list you want to use for sending and, optionally, a segment from the list. Click "Save and Next".
4. Complete the required fields in Campaign Setup and Campaign Options and then Click on Show More Options.
5. At the bottom of the page, select the Delivery Server(s) you wish to use for this campaign. Click "Save and Next".
6. You can add a new template just for the campaign itself or use an existing one.
**IMPORTANT: All campaigns must include the tags [COMPANY_FULL_ADDRESS] and [UNSUBSCRIBE_URL] for CAN-SPAM compliance
Make sure you test all campaigns before actually sending them, this is crucial.
Once you see everything looks good, send your campaign and enjoy very detailed, real time statistics.
Creating Surveys
Want to engage your subscribers? You can create a survey and then include a link to it in your email campaigns so people can navigate to your survey page and submit it. Then you will be able to view stats related to the survey in the survey overview.
Adding Your ESPs
Sendgrid Delivery Server Integration
1. Register / sign-up with Sendgrid account
2. Verify your registered email address with SendGrid
3. Add and Verify your domain in your SendGrid account.
a. Click on Servers in your left menu.
b. Click "Delivery Servers"
c. Select the "Create new server" button.
d. Select "Sendgrid WebApi".
7. Validate Delivery Server in your SendingPros account.
8. Confirm bounce and complaint files are setup properly
9. Add a Sending Domain to Your Dashboard. (How-to Documentation)
10. Add a Tracking Domain to Your Dashboard.
MailGun Delivery Server Integration
MailGun Integration Steps:
This article will drive you through the steps on creating and validating an Amazon SES delivery server.
In order to start sending email campaigns, you must first create an email list and import your subscribers.
Automate your subscriber additions by embedding a sign-up (or unsubscribe) form on your website.
Automate your subscriber additions by embedding a sign-up (or unsubscribe) form on your website.
Segments allow you to create sub-lists within your main lists based on your selected conditions and custom tags. Tag Subscribers Who Click Links in Your Emails 1. First, you must create a Custom Field Tag to with which to 'label' your openers. Field Tags allow you to save information about each subscriber and his/her actions and therefore customize the way you interact with them.
In order for your emails to reflect your own domain (much needed for best delivery), you must add a custom Sending Domain.
To send email, you will need to add an SMTP relay delivery server into your SendingPros account. SendingPros currently supports several popular options. To view the list of supported delivery server providers, click on Delivery servers from the left menu bar and then +Create new server.
When sending a campaign, you are able to use a number of custom tags and filters. Finally, after your list is created, you have added your subscribers into it and set up your delivery server, tracking domain, and sending domain it’s time to create your first campaign.
Want to engage your subscribers? You can create a survey and then include a link to it in your email campaigns so people can navigate to your survey page and submit it. Then you will be able to view stats related to the survey in the survey overview.
Automate your subscriber additions by embedding a sign-up (or unsubscribe) form on your website. Want to engage your subscribers? You can create a survey and then include a link to it in your email campaigns so people can navigate to your survey page and submit it. Then you will be able to view stats related to the survey in the survey overview.
Want to engage your subscribers? You can create a survey and then include a link to it in your email campaigns so people can navigate to your survey page and submit it. Then you will be able to view stats related to the survey in the survey overview.
1. Register / sign-up with MailGun account
2. Add domain name to MailGun account
3. Add SPF and DKIM TXT records to your DNS hosting account
4. Verify the registered email address in a MailGun
5. Add domain and API key in SendingPros Delivery Server
6. Validate Delivery Server in SendingPros account
7. Confirm bounce and complaint files are setup properly
8. Add Tracking Domain to Your Dashboard
9. Add Sending Domain to Your Dashboard
Add Sending Domain to Your Dashboard
Navigate to
Domains/Sending Domains.
Click on "Create New".
Enter your domain name in the box and click "Save Changes".
Your DKIM and SPF records will then be generated for you.
Add the DKIM and SPF records to your DNS settings with your DNS host.
After you have completed that step, go back to your new Sending Domain and click "Verify DNS Records".
ElasticEmail Complaint/Bounce Notifications Setup
Adding a new Amazon SES delivery server (Web API)
There are 2 ways: using domain or email address.
SendingPros uses email addresses for sender identity, so you will need to validate an email address not a domain:
Using Sparkpost, i get a “Forbidden” error message when i try to validate the delivery server.
Lists
Create Your First Email List
Upload/Import Subscribers to Your Email Lists
In order to do so, just
Add Subscribers by Web Form or POST
1. Click on Lists in the left menu bar.
2. Select your list name from the lists page.
3. Go to "Forms".
NOTE: If you are going to add subscribers via POST, your list-specific posting url is at the top of the subscribe form code.
Correct CSV File Format for Subscriber Import
Subscriber Management (Segments/Fields/Queries)
Upload/Import Subscribers to Your Email Lists
In order to do so, just
Add Subscribers by Web Form or POST
1. Click on Lists in the left menu bar.
2. Select your list name from the lists page.
3. Go to "Forms".
NOTE: If you are going to add subscribers via POST, your list-specific posting url is at the top of the subscribe form code.
Deep Filter/Query All Subscribers
1. Click on Lists in the left menu bar.
2. Select the "All subscribers" button.
Create Subscriber Segments
1. First, you will need to create your Custom Field Tags within your list.
2. Navigate back to your list page.
a. Click on Lists in the left menu bar.
b. Select your List Name on the Lists page.
3. Click on "Segments".
Note: Clicking the information icon will present you with a list of dynamic field tags that you can also include in your segments.
Tag Subscribers Who Click Your Links
1. First, you must create a Custom Field Tag to with which to 'label' your clickers.
2. Create a new email campaign or select one of your current campaigns.
3. Within your campaign steps, go to the Template page.
Select your custom tag from the Field dropdown box and designate the "Field value" you would like assigned when someone clicks a link in your.
NOTE: You can also elect to move or copy those you tag as clickers to another list.
Tag Subscribers Who Open Your Emails
2. Create a new email campaign or select one of your current campaigns.
3. Within your campaign steps, go to the Setup page.
Create Custom Field Tags for Subscriber Actions
For example, you may wish to only contact people who have opened your past campaigns. Creating a Field Tag for "openers" will allow you to do so with ease. Maybe you want to send birthday promos to those subscribers having birthdays in a certain month. You could create a Field Tag for "birthdate" and target subscribers accordingly.
Steps to Create Custom Field Tags:
1. Click on Lists in the left menu bar.
2. Select your List Name on the Lists page.
3. Click on "Custom fields."
If you are unsure of what a field box is, simply click inside the field box to see a pop-up explanation.
Depending on the size of your list, it may take a few minutes for your fields to update.
Delivery Servers
Add a Tracking Domain
For example, rather than a link in your email body reflecting "yahoo.com", a tracking domain will show the link as 'yourdomain.com/site'. When someone clicks on 'yourdomain.com/site' they will be automatically directed to your yahoo.com link.
How to add a tracking domain:
Add a Sending Domain
Your sending domain shows your subscribers via the "From" field who is sending them a message.
For example, if you would like to send an email from info@outlook.com, you will need to add and verify "outlook.com" as your sending domain.
You can use as many sending domains as you would like. However, each sending domain must also have a matching verified delivery server in your account.
To Add Sending Domain to Your Dashboard:
1. Navigate to Domains/Sending Domains.
2. Click on "Create New".
3. Enter your domain name in the box and click "Save Changes".
4. Your DKIM and SPF records will then be generated for you.
5. Add the DKIM and SPF records to your DNS settings with your DNS host.
6. After you have completed that step, go back to your new Sending Domain and click "Verify DNS Records".
How To Deliver Email Campaigns Through Multiple Delivery Servers
Email Box Monitors
Add a Delivery Server
Campaigns
Campaign Tags and Filters
Most common tags are listed below:
Filters are a simple way of transforming the tag in a way or another, for example you might want to embed a sharing link to twitter in your campaign, say the campaign url itself.
Using only the tags you would embed it like:
https://twitter.com/intent/tweet?text=[CAMPAIGN_SUBJECT]&url=[CAMPAIGN_URL]
But there is a problem, because twitter expects your arguments to be url encoded, and by that, i mean twitter expects to get
https://twitter.com/intent/tweet?text=my%20super%20campaign&url=http%3A%2F%2Fwww.domain.com%2Fcampaigns%2F1cart129djat3
but instead it will get https://twitter.com/intent/tweet?text=my super campaign&url=http://www.domain.com/campaigns/1cart129djat3
In order to overcome this issue, we will apply filters over our tags, therefore, the twitter url becomes:
https://twitter.com/intent/tweet?text=[CAMPAIGN_SUBJECT:filter:urlencode]&url=[CAMPAIGN_URL:filter:urlencode]
Pretty simple eh?
But we can do even more, let's say we want to make sure our twitter text starts with a capitalized letter and the rest of the letters will be lowercase.
In order to accomplish this, we can apply multiple filters(separate by a pipe) to same tag, for example:
https://twitter.com/intent/tweet?text=[CAMPAIGN_SUBJECT:filter:lowercase|ucfirst|urlencode]&url=[CAMPAIGN_URL:filter:urlencode]
Please note, the order in which you add the filters is the same order they are applied.
Bellow is the entire list of filters, for now there are a few, but in the future the number might increase.
Create and Send a Campaign
3. Name your campaign and Select the list you want to use for sending and, optionally, a segment from the list. Click "Save and Next".
4. Complete the required fields in Campaign Setup and Campaign Options and then Click on Show More Options.
5. At the bottom of the page, select the Delivery Server(s) you wish to use for this campaign. Click "Save and Next".
6. You can add a new template just for the campaign itself or use an existing one.
**IMPORTANT: All campaigns must include the tags [COMPANY_FULL_ADDRESS] and [UNSUBSCRIBE_URL] for CAN-SPAM compliance
Make sure you test all campaigns before actually sending them, this is crucial.
Once you see everything looks good, send your campaign and enjoy very detailed, real time statistics.
How can i check my campaign delivery logs?
How to Add Unsubscribe Link Tag in Email Template/Campaign
How To Deliver Email Campaigns Through Multiple Delivery Servers
Add Additional Headers to Your Campaigns
What is "GIVEUP" delivery status and how do I fix it?
Why does my campaign come from the 'wrong' From address?
What is Timewarp delivery and how do I set it up?
Creating Surveys
Forms
Add Subscribers by Web Form or POST
1. Click on Lists in the left menu bar.
2. Select your list name from the lists page.
3. Go to "Forms".
NOTE: If you are going to add subscribers via POST, your list-specific posting url is at the top of the subscribe form code.
Creating Surveys
GDPR and CAN-SPAM
SendingPros and GDPR
We don’t provide legal advice, you should consult your legal advisor regarding the way you conduct your business and what you should do to comply with GDPR.
A. Obtain Consent
You must insert a required consent checkbox in your subscribe forms, unchecked by default, where you ask your subscribers the consent for sending them emails periodically and only add them to the list if they consent.
You should always enable double opt-in for your email lists so that your subscribers clearly consent they want to be added to your lists.
B. Right to Access/Rectification
Your subscribers, can at any time, update their profile information by following the link you include in the email footers. The tag that does this in mailwizz is [UPDATE_PROFILE_URL].
Subscribers might as well contact you directly in order to have their data corrected/removed and you should fulfil their request.
C. Right to be Forgotten
Your subscribers can unsubscribe at any time by following the unsubscribe link which you include in all email footers. The tag that does this is [UNSUBSCRIBE_URL].
D. Data Portability
You can export your subscribers info at any time from your SendingPros application.
E. Privacy by Design
SendingPros does its best to keep the subscriber information safely.
F. Breach Notification
In case of a data breach on your site you have to notify your subscribers immediately if they are affected. You can send a regular campaign for this purpose.
While SendingPros offers you the tools to be compliant, it is entirely up to you to do so.
CAN-SPAM Act: A Compliance Guide for Business
Troubleshooting
Why do i get this error: "Email delivery is temporary disabled" ?
2. You have one/more active
delivery servers but they are over the hourly quota that you set for them.
1. Make sure you add and validate at least one
delivery server and it stays active after you modify it (some changes to the delivery server require revalidation).
2. Wait until the next hour when the hourly quota is fresh again.
What causes the error "Cannot find a valid server to send the campaign email, aborting until a delivery server is available"?
When using WEB API delivery servers, bounce processing doesn’t work.
If that’s the case make sure the /dswh/ uri is not included in your redirection rules to https. Basically, each request that comes to http://yourdomain.com/index.php/dswh/X must be left untouched, without redirecting it to https://yourdomain.com/index.php/dswh/X.
In case it is unclear, http://yourdomain.com/index.php/dswh/X is the url format where the notifications are sent by amazon/mandrill/mailgun/etc to notify the SendingPros platform about your bounces/complaints and so on.
SendingPros generates DKIM keys that are too long. What can i do?
If you indeed have no other option, SendingPros offers you the possibility to switch to 1024 bit keys.
The param you have to enter is:
What is "GIVEUP" delivery status and how do I fix it?
Why does my campaign come from the 'wrong' From address?
Email Box Monitors
Where do i find my API info?
Creating Surveys