#5. emails

Download #5. Emails

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V. EmailsTable of ContentsContent A. Upload and Download Files for CheetahMail B. Activate or Deactivate SalesForce Emails C. Check Usage of SalesForce Emails Page # V:2 V:5 V:6 V:8 V: 9 V:11

Learn more about:y y CheetahMail: Emails launched through CM are sent via an outside vendor (the from field is Staples Advantage ) and deployed directly to a customer s inbox. SalesForce: Emails are posted to SF.com and deployed directly from a Sales Rep (ie john.doe@staples.com) to a customer s inbox. Emails can be personalized.

5A. UPLOAD AND DOWNLOAD FILES TO CHEETAHMAIL y In order to deploy an email through CheetahMail, a Mail File, Creative File & Creative Request Form (CRF) must be uploaded to the CheetahMail FTP Site.

Upload & Download Files for CheetahMail

#1 Go to https://tt.cheetahmail.com/ttview and login. Password: staples-contract Username: yy479egd

#2a To Upload a File: Click tocheetah.

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Click Browse to select your file and then click Submit when you have chosen a file.

You will then see a message that your file has been successfully uploaded.

#2b To Download a File: Click fromcheetah.

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Click the box to the Left of the file you would like to download.

CheetahMail Process: #1 Upload Mail Files o o Database team uploads mail(s) file directly to Cheetahmail FTP Site and emails PM when mail file(s) have been uploaded. Mail file(s) must be a .txt or .csv (not excel).

#2 Upload Creative Files o o o PM receives final zipped CheetahMail files from the Agency. PM re-names Creative file(s) using the campaign name/launch date and saves to shared drive. PM uploads creative file(s) to Cheetahmail FTP Site. (See below)

#3 Fill out & Upload CRF o o o o PM uses DEPLOY IT form from the IT Form to fill out the CRF for Cheethamail DEPLOY IT must contain the exact mail file name, should be-named using the campaign name/launch date and saved on the drive. PM uploads DEPLOY IT to Cheetahmail FTP Site. (See below) PM emails Judith Cohen, CheetahMail generic Email (see below for contact info) & Database team to let them know that all files have been uploaded to the CheetahMail FTP Site.

#4 Approve Test Email o o CheetahMail team will send test email of email 1-3 days prior to deployment for PM to approve. PM reviews test email, sends to any other approvers and checks that all links work.

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If email is not approved, PM emails CheetahMail team & cc Database team to make them aware of any issues. PM should request new test emails. If email is approved, PM emails CheetahMail team & Database team to approve email for launch.

Notes o o o o Any email updates/date changes should be emailed directly to Database team. All email campaign files are due to Cheetahmail 7 business days prior to deployment date. When uploading files, please be sure to indicate StaplesLink or EWay. If Campaign has multiple versions, please indicate in DEPLOY IT. Please fill out a different DEPLOY IT for EWay & Link versions of an email. CheetahMail Contact Information: o Contacts: Generic Email - team-staples-contract@adm.cheetahmail o Judith Cohen - Jcohen@cheetahmail.com o Chaz Tinch- ctinch@cheetahmail.com

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5B. ACTIVATE OR DEACTIVATE SALESFORCE EMAILS

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#1 Go to https://login.salesforce.com/and login using user name/password.

#2 Click Setup at the top.

#3 Under Email click Create or edit an email template

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#4 Under Folder select the folder your email is located in. Then click edit on the Left once you have found the email you are looking for.

#5a To activate an Email: Next to Available for Use check the box. Then, click Save.

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#5b To deactivate an Email: Next to Available for Use uncheck the box. Then, click Save.

5C. CHECK USAGES OF SALESFORCE.COM EMAILS

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#1 Go to https://login.salesforce.com/and login using user name/password.

#2 Click Setup at the top.

#3 Under Email click Create or edit an email template

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#4 Under Folder select the folder your email is located in. Then click on the title of email once you have found the one you are looking for.

#5 Next to Times Used you will see the # of times your email has been sent.

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