user guide harris broadcast email may 2009. how to use broadcast email go to: click on broadcast
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User guide Harris Broadcast Email
May 2009
How to use Broadcast EmailGo to: https://admin.alumniconnections.com/olc/admin/INE/admintool/
Click on broadcast email in the main menu
Select the opt out
Select from the drop down menu the NationalAlumni Association opt out
Target your audience
There are 3 ways to target your audience (shown in the next slide)
1. Choose a saved query
2. Upload a list of unique ID codes in a plain text file such as word notepad (ID codes can be extracted from INSEAD Connect using Data downloads for your country)
3. Use the pre set search criteria in Harris (in this case, please contact [email protected] for help in this area)
Note:
Always send a test email to the test group under saved queries before sending your final email
Target your audience
1. Choose a saved query
2. Upload list of ID codesextracted from INSEAD Connect
3. To use the pre set search criteria contactAmanda Morris atINSEAD
Choosing a saved query. Option 1.After selecting a query the following page will be displayed, confirming how manyrecords have been found. Queries automatically refresh upon each use. Select compose message with HTML editor to access the formatting tools and the templates for your specificNAA. Compose message without HTML editor (on the right) only shows the html.
Click on compose message to continue
Use this option to use the formatting tools and templates.
Use this option for uploading pure html. (You only see html)
Uploading a list of ID codesBy selecting option 2, you will be prompted to browse to a pre-saved plain text file of IDcodes from your hard drive and then click on upload. The following page will be displayed. This cannot be saved as a query.
Click to continue
For the use of option 3. please contact INSEAD as previously stated.
Creating your message
Select your country NAAin the From field menu
The To field is for reporting purposes and will show in some email readers. Itis a mandatory field. Enter INSEADAlumni Association and your country
Enter the title of the email here
Option 1. Importing HTMLIf you wish to import HTML click on compose message without html editor.
Option 2. Use the templateSelect the template for your NAA from the drop down menu shown below
Option 2. Using the templateThe template loads immediately, as shown below. It includes the opt out tag which isrequired, also the open counter and dear first name tags which are not mandatory. Enter your text after Dear preferred first name, as shown below.
Option 3. Use the tools in HarrisText can be entered directly into the html box as below. The opt out must be included. You can use the formatting tools which appear just above the html box as shown below.
Enter text here
Opt out must remain
Creating the plain text version
To create the plain text version:
1. Type directly in the plain text box. The opt out must remain.
2. Use the supplied template, writing your message directly into the editable area.
3. For simple message, click on load from HTML. If your message is complicated this feature will not work correctly.
Notes:
Do not use the preview button as this causes problems with the html memory and can strip the formatting.
Creating the plain text version. Option 1
Enter your text directly into the plain text box as shown below, do not delete the opt out, this isa required tag. Remember that this is plain text only, so will not accept all characters.
Enter your text here
Creating the plain text version. Option 2.Select your NAA template as shown below
Creating the plain text version. Option 2.The template loads immediately. Type or paste your text in this area. Rememberthis is plain text and will not accept all characters.
Creating the plain text version. Option 3Click on Load from HTML. Remember that this option is not stable and we recommendthat you only use it for simple emails.
Sending your email
You are now ready to send your email.
You can either send it immediately, or schedule it to go at a later date. Remember the time stated is GMT-5.
1. Make sure the ‘send html/text version’ is checked so that you send both
2. Disable the link checker as this tends to cause problems. (All links should have been tested by sending a test)
3. Click on send
Sending your email
Send immediately, or schedule to send at a later date (remember this is GMT-5 hours)
Check send HTML/Text
Check disable link counter
And send!
Sending your emailThe page below will then be shown, where you can double check details and click on continue to send your email
Follow up and statistics
By using broadcast reporting you can:
1. Extract a list of bounce backs. Click on bounce back to download a comma delimited excel file.
2. Identify bad records. Click on Bad Addresses.
3. See who opened the email. Click on Emails opened
4. Track links by using the link tracker option when creating your email – this is a new feature, if you wish to use this please contact [email protected]
Broadcast reportsClick on Broadcast reports in the main menu to see the page below then click on the emailYou have sent.
Broadcast reportsThe page below is then displayed, giving the statistics. The blue titles are hyperlinked givingdetails of each record
Data ExtractUse data extract to extract a list of email recipients.
Click on Data Extract
Select Email
Choose the method you would like to receive the data
Click on continue
Data ExtractThe page below is then displayed. Select from the drop down menu your query and click onGo
For information about using the search criteria, please contact AmandaMorris at INSEAD
