Creating Quick Email Campaign

To create a Quick Email Campaign:

On the Campaign menu, click the Email Campaign
Quick Campaign option
Mail Direct displays the Create New Campaign screen.

Figure : Campaign List-Quick Create

Click the Create Email Campaign Online link.

Mail Direct displays the Mail Direct

Quick Email Campaign screen.

Figure : Mail direct >Quick Email Campaign with the Html Text Editor Option

Campaign Information

These are the mandatory Fields in this section:

Field

Description

Campaign Name

Type an appropriate name for the campaign.

This field is mandatory.

Description

Type an appropriate description for the campaign.

This field is mandatory.

Email Information

The Email Information contains the following fields:

Field	Description
From Email	Type an appropriate email ID from which the campaign will be sent. This field is mandatory.
Reply To	Type an appropriate email ID to which all the replies for the campaign will be received. This field is mandatory.
From Name	Type an appropriate sender name. This field is not mandatory.
Subject	Type an appropriate subject line for the campaign. This field is mandatory.
White Label Unsubscribe Page	Select logo for Unsubscribe Page.
Map View Engager	Select View Engager to mapped in email campaign.

Users can compose a campaign message by selecting:

HTML Editor Option

HTML Inline Editor option OR
HTML Text Editor option

TEXT Editor Option OR
Import EML message option

HTML Editor.

Select the HTML Editor option (By Default Select) to compose a message in HTML format.

There are two options in HTML Editor Option

Compose Message by HTML Inline Editor Option

Selecting HTML Inline Editor Option will display as:

Figure : Creating Quick Email Campaign with Html Inline Editor

Compose Message by HTML Text Editor Option

Selecting HTML Text Editor Option will display as:

Figure : Creating Quick Campaign with Html Text Editor

Table : Quick Campaign - Compose Message Using the Html Editor

Field	Description
Map Survey	Select an appropriate survey to be mapped to the campaign. Note: On selecting the survey, a link f or the survey is added in the text area.
Map Click Response	Select an appropriate click response to be mapped to the campaign. Note: On selecting the click response, a link for the click response is added in the text area.
Select Personalize Code	Select an appropriate personalized code to be sent in the campaign message. The personalize code contains custom field and custom link generators for Unsubscribe, Report Spam, Open Link in New Window, Edit Recipients and Forward to Friend.
Share	Select to share link in social media.
Use Template	Select default template provided.
Import File	Import URL contents from Import File.
Add Logo	Select Logo for Campaign created.
Text Area	Type an appropriate campaign message.
Standard Format Options	Select the appropriate format options to apply to the text entered in the Text Area.
Try Template Editor	Click this to create/edit template or compose messages.

This option provides share link in social media.

1. On Clicking Share link the pop up will be displayed. As shown in figure.

2. Select appropriate fields to share link.

3. Select field is mandatory.

4. Clicking Share button provides the link which allows the Email Content to Share with the Social Media.

Figure : Quick Email Campaign - Add Social Media

Use Template

Adds Predefined templates to Compose Message, including Custom Template.

1. On Clicking use template link the template pop up will be displayed.

2. Selection can be made based on Category.

3. Search can be done on the based on template name.

4. Template preview is available can view click on preview link.

5. The templates selected are inserted in the Compose Message.

Figure : Quick Email Campaign - Add Template as Content

Figure : Quick Email Campaign – Template preview

Import File

Import contents from an existing page of a site.

1. On Clicking import file link the import file pop up will be displayed.

2. Enter a valid url in text box and Click Import File to import the contents from url.

Figure : Quick Email Campaign - Import Contents from Other Site

Add Logo

Add Logo inserts Logo (Created in Client Repository) in the Compose Message.

1. On Clicking add logo link the add logo pop up will be displayed.

2. Select an appropriate logo to be inserted.

Figure : Quick Email Campaign - Add Logo in Contents

Check link

Figure : Quick Email Campaign - Check link option

This option provides to validate check all links having full URL i.e. valid URL.
Check all images having full url.
Check all external images exists i.e. Image is available with valid url.
This option is used only for HTML messages
If images or links are found invalid, it will be displayed in the error message.
On clicking the image link, the dialog box will be displayed to insert new image link.
On clicking the link, the dialog box will be displayed to insert new link.

Save Message as Template

The details are explained in Save Message as Template Section

Attachment

Adding Attachment

Clicking Plus Button opens windows browse directory to select the attachment as shown below.

Figure : Quick Email Campaign - Upload Attachment

On selecting file the attachment section will be shown as:

Figure : Quick Email Campaign - Attachment Section

Removing Attachment

On clicking the attachment will be removed.

Compose Message by Text Editor.

Mail Direct displays the Compose Message screen with the Text Editor option on selecting Text Editor.

Figure : Quick Email Campaign - Text Editor

Compose Message by Uploading EML message

Select the Import EML message option to import an EML message.
MailDirect displays the Compose Message screen with the Import EML message option.

Figure : Quick Email Campaign – Import EML Message

Table : Creating New Campaign –Import EML Message

Field	Description
Browse	Enter the location of the file or click Browse to go to the location of the EML file and attach an appropriate EML.

Note: Before importing the EML file, map an appropriate survey in the HTML Editor and copy the survey link at an appropriate position in the EML file to be imported.

Enter the location of the file or browse to the appropriate location.
Click the Preview button.
Mail Direct displays the Preview screen.

The user can preview the composed message

Default Salutation

Figure : Default Salutation

If custom variable %FNAME_LNAME% set then it will replace it with FirstName LastName if FirstName and LastName exists. If only FirstName exists it will replace with FirstName and similarly if only LastName exist it will replace with LastName. In case if FirstName and LastName does not exist then it will replace with the input text at Default Salutation.

Email Based Variable

Figure : Quick Email Campaign - Email Based Variables

The Email Based Variable is to be added by clicking button. The acceptable pattern is #variable#. The variables are replaced by the corresponding values set in the message, when the email is send. Clicking will remove the corresponding Email Based Variable.

Custom Header

Figure : Quick Email Campaign - Custom Header

MailDirect provide an option to add Custom headers in the email messages. Custom header can

be added in X-HeaderName format in your email by clicking button. Clicking will remove the corresponding Email Based Variable.

Unsubscribe Text

Figure : Quick Email Campaign - Unsubscribe Text

Unsubscribe Text provides option to modify the unsubscribe message and link, in order to enable recipients to unsubscribe from Mailing List.

Disclaimer Text

Figure : Quick Email Campaign - Disclaimer Text

Disclaimer Text provides option to modify or add disclaimer text. User can also set default disclaimer text for all emails by clicking Set Default Link.

Figure : Quick Email Campaign - Disclaimer Text - Set Default

Users can also Add default disclaimer text for all emails by clicking Add Default Link.

Figure : Quick Email Campaign - Disclaimer Text - Set Default

Enable All Google Analytics Link

Figure : Quick Email Campaign - Enable All Google Analytics Link

Map Lists

The mapped lists can be added by clicking Select List to Map and the required lists can be selected. Search/Filter Option is available to search by List Name. Option for Check All and Uncheck All is provided to select and unselect all lists. Clicking Add link maps the list to the Campaign.

Figure : Quick Email Campaign - Select Lists

After selecting the list it will display as:

Figure : Quick Email Campaign with Lists Selected

Table : Quick Email Campaign - List Map

Field	Description
List Name	This section displays the name of the contact list.
Description	This section displays the description about the contact list.
Total	Total number of recipient selected.
Send able	Total number of Send able recipient in selected lists.
Non Send able	Total number of non-Send able recipient in selected lists.

Clicking will remove the list mapped to the campaign.

Filtering Recipients

Select to add conditions for filtering the recipients mapped to the campaign.

The filtering is done on the basis of Any of the Conditions or All the Conditions based on the option selected.

To remove the condition click to remove the corresponding row for filter condition.

Figure : Quick Email Campaign - Lists - Filter Recipients

Table : Quick Email Campaign - Lists - Filter Recipients

Field	Description
Condition Area	Select either the Any of the Condition option or the All the Condition option to filter the recipients that match any or all condition s in the Filter Area , if there is more than one condition in the Filter Area .
Filter Area	This section has icons that allow the user to add or remove a filter condition. The available options are explained below,
	Click Add Filter icon to add a filter condition. If this icon is clicked, a filter condition is added in the Filter Area. The available options are explained below Condition: Field: Select an appropriate option, which is a field in which the filter keyword is to be searched for, from the drop - down list, options available like Email, Mobile No, First Name, Last Name and Custom Field. Note: The options available in dropdown list are according to the personalization fields defined in the field manager in the settings menu. Parameter:-Select an appropriate option for the parameter according to which the keyword will be searched for in the selected field, from the drop - down list. Note: The parameter options are available according to the field selected. Value: Type an appropriate keyword for which the filter search is to be performed. Click Remove Filter icon corresponding to the filter condition to remove that filter condition. Note: This icon is available only if there is at least one filter condition in the Filter Area. Select/Enter the appropriate details in the required fields.

To save a campaign as a draft using the save as draft button:

Click on save as draft button to make campaign planned.

Note: The campaign has already been saved as a draft and added to planned campaigns.

Mail Direct displays the Create New Campaign screen with the campaign added to the Planned Email Campaigns section.

Figure : Quick Email Campaign Added To Planned Email Campaigns Section

To schedule a campaign for launch at a later time using the Schedule button:

Click the Schedule button.

Refer Schedule Campaign Section

To test a campaign for a real - time view using the Test button:

Click the Test button.

Refer Test Campaign Section

To test a campaign for a real - time view using the Test button:

Click the Start Now button.

Refer Start Campaign Section

Note: Users who do not configure DNS records, including DMARC, SPF, and DKIM, will see an error message popup when clicking the Start Now, Schedule, Test, and Create Result base button. They will be unable to proceed until DNS records are configured. At this point, the user is not allowed to Start, Schedule, or test the Campaign.

Figure : Quick Create Campaign - Error : Missing DNS Records