XCAMPAIGNlight

Are you a small company and looking for a simple and completely reliable tool for effective Email Marketing?

If so, then the XCAMPAIGNlight application is perfect for you. It has all the support of XCAMPAIGN Pro and fifteen years of history in Email marketing. It has been regularly improved during this time, keeping our customers' needs in mind.

Our application is at the forefront in popularity, not only with German-speaking users, thanks to Swiss quality and precision, which are important attributes.

We have developed mailshot templates from real business environments for your inspiration. We have optimized them with the latest technology so that your emails are presented on all available devices. Now you can give your full attention to creating the best personalized mailshots for your clients.

Security, delivery, and simplicity are the features that XCAMPAIGNlight excels at.

It is not a problem to switch at any time from XCAMPAIGNlight to XCAMPAIGN Pro, a sophisticated system with a much wider range of features.

XCAMPAIGNlight Introduction

After first logging in to the application, the following short tutorial will automatically start on the home page.
There you will find a description of the basic elements and tools to operate the application. You can skip this tutorial and return to it whenever you open the Easy Help and Show Tutorial widgets on the home screen.

The application menu can be found at the top of the XCAMPAIGNlight application toolbar. It includes all tools related to creating mailshots and account settings.

Get to Know the Application XCAMPAIGNlight

Meet the XCAMPAIGNlight application through a short tutorial, where we will introduce you to the basic controls of the application so you don’t get lost!
You will see that the application will be easier for you.

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Dashboard

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You can create your own XCAMPAIGNlight start screen by selecting the desired themes via the Add a New Widget button. There are several to choose from in the Widgets Library selection window. Widgets that are already in use are displayed in gray. We recommend that you keep the Application Tips widget on the Dashboard. Here you will always find new tips and detailed instructions on how to use them.

Context Menu

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You will encounter this icon very often in the XCAMPAIGNlight application. This is the context menu that can be used to get to the next menu of editing options or navigate to selected topics. You can always find in the menu at the top right.

Step Back

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You can go back from every open page within the XCAMPAIGNlight application using the icon you will always find in the menu at the top right.

History

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The XCAMPAIGNlight application records your history of the parts of the application that you visited. You can simply display it using this icon. Click on the arrow to the right and it will expand the list of these pages. You can access the windows of the application that you last opened.

Notifications

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Below this icon, you will find the history of notifications about past operations that have been completed within the XCAMPAIGNlight application (e.g., data imports, various analyses, etc.). If an action has been currently performed, the icon will appear with a number that disappears once you view the notification or you click Got it.

Themes

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With this icon located in the menu at the top right, you have a choice of three application theme. Choose a theme that is close to you and that you are used to.

Subscription

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You must have an active subscription variants to send mailshots. Once you register and approve your account, your Free Subscription is automatically activated.

From our subscription options in the menu Settings » Subscription » Current Plan you will surely choose the one that fits your expected volume of emails.

Data Structure

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If you want to personalize your emails, you need to know more information about your recipients. The XCAMPAIGNlight application will guide you through the preparation process reliably and help your emails reach as many recipients as possible. You can find the management of the data structure that you will use in mailshots in the menu Settings » Data Structure.

Sender

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In Settings » Sender, select the type you will use. We offer two variants of the sender, Default and Advanced. We ensure high delivery for both. You will automatically use Default within the free package. With a paid subscription, you can set up the Advanced sender. You can also use type Sender as a Service and we will handle the advanced sender settings for you.

Drag and Drop

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As in many applications and graphical platforms, you can also use this tool in our application XCAMPAIGNlight. You will definitely need it when creating and editing templates. It allows you to move selected blocks to the place of your choosing.

Access into Application

Registration

Registration Conditions

Registration in XCAMPAIGNlight is only possible for companies. Individuals cannot be registered.
All of the following fields must be filled in to successfully register: Your First Name, Your Last Name, Your Company Name, Website, Email Address and Password.

When registering, you can also choose the Salutation we use when communicating with you or you can choose the Branch of your business.

The Country you enter will be used when generating your invoice in case of purchases in the application. This determines whether you will include VAT or not.

Registration’s Confirmation

Click on the Get Started button after filling in all of the necessary data for registration.
Shortly, registration notifications will arrive to your email and you will need to click on the confirmation link.
You can log in to the XCAMPAIGNlight application from this point on and familiarize yourself with it. We will check that your data entered is correct within 48 hours.
If we approve the registration, we will allow you to use the application to the fullest with all of the features it offers. You will be able to send your first mailshots.


Login

Enter your login details and you can start preparing your mailshots. So that you don’t have to fill in your login details every time, use the Remember Login option.

You can change your password in the application at any time. Just go to the menu Personal Settings » Password to the part with the user.svg icon.


Forgotten Password

If you forget your login password, nothing is lost; we will help you restore it.

On the login screen, click I forgot my password. Enter your email address registered for XCAMPAIGNlight, Type the code that you see in the picture, and use the Send login data button to send your reset password request.

We will send you an email with a password recovery button to the entered address. Once you click on it, you’ll be asked to enter a new password and confirm it.

Personal Settings

You can select Personal Settings with the user.svg icon and then you can manage all editable data here, such as First Name, Last Name, and Language.
The email address is taken from the registration form, is verified and cannot be changed. You can confirm changes in the account settings with the Save button. After logging in again, XCAMPAIGNlight remembers the changes.

Change Password

Do you want to change your password? There’s nothing stopping you.
You will change your password in the Personal Settings » Password section.

There are two options, you can either think of a new password or have it generated safely. For both of them you need to enter the original password in the [xc]*Your Current Password field.

If you create your own password, enter it in the Your New Password field. The quality of the entered password is checked and if it is evaluated as weak, it will not be possible to save it. We recommend using a combination of letters, numbers, and special characters in the password, and do not create a password that is too short.

Use the Generate Password option to create a secure password and it will be entered automatically in the right place.


Application’s Look

Application’s Look
The settings for the color theme can be found in the menu at the top right under the user.svg icon. The environment and look of the application is entirely up to you. It depends on what you’re used to and what’s comfortable and readable for you.


Dashboard

You can add widgets to your Dashboard to create your own XCAMPAIGNlight homepage. By default, the widgets that we think are most interesting are pinned to the Dashboard. Open the Widgets Library simply clicking on the Add a New Widget button on the homepage.
You can freely move the widgets on your dashboard around or delete them by selecting the Remove widget option from the dots.svg context menu.

Move Widget

Use the "drag & drop" option to move a widget:

  1. Click on the top part of widget, a double arrow shaped icon move will appear.

  2. Move the widget to the desired place. The area where it can be inserted will turn grey:

move_widget.png.

Widgets Library

Widgets are separate mini applications that help you easily monitor information about your mailshots, all the statistics regarding your recipients and their responses, compare individual mailshots, etc.

If you are interested in data in a widget, then just click on the link at the bottom and you will be redirected to the corresponding part of the application. According to your data, the statistics are continuously updated and always show the latest situation. You can add more widgets using the Add a New Widget button and combining them as needed.

The widget menu expands in a separate window. You can scroll through the widget previews with the arrow keys and switch between the individual pages at the bottom of the library.
You currently have the following widgets available:


Application Tips

the widget Application Tips briefly describes many tips, what is important, and what to look out for when creating mailshots.
You can scroll through them by clicking on Previous or Next. Of course, you can choose the specific tip that interests you by selecting the List of Tips option in the context menu dots.svg at the widget’s top right and then choose the corresponding tip from the list. You can unpin the widget using Remove widget from the options in the context menu.

We recommend pining this widget to your Dashboard so you can always have up-to-date advice.


Mailshots Comparison

The widget Mailshots Comparison clearly compares up to the last 5 sent mailshots in one graph.
You can adjust the number of mailshots to be compared by selecting Widget Settings in the context menu dots.svg. Choose the number of mailshots to compare and select Save in the selection window. The widget will update immediately.

The widget shows following statistics:

  • Sent
    The number of emails that fulfilled the condition for dispatching (i.e., they were not excluded as unwanted). This number corresponds to the difference between the size of the address list and the number of excluded emails.

  • Delivered
    The number of emails that fulfilled the condition for dispatching and have successfully passed to the recipients' email system.

  • Opened
    How many emails have been opened (i.e., recipients have opened the email, the email has been clicked on, or remote content has been enabled). The maximum number = the number of delivered emails.

  • Clicked
    How many emails have been clicked on (i.e., recipients have clicked on any link within the email). Only one click is calculated per email. The maximum number = the number of delivered emails.

You can also get to the Mailshots » Mailshots or Reports » Mailshots Overview by clicking on the option at the bottom of the widget.


Emails Responses Overview

The widget Emails Responses Overview shows you the current number of all replies that were not automatically captured by the preset filter.
See the section Responses Management for more information and how to do this.
Each of the responses will be Waiting for you to process them until you assign them the correct bounce type. After that it will no longer be included in the widget. If you have processed all of the responses, you will have a "clean" inbox.

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If you do not systematically process the responses and violate the terms of use, the widget contains the corresponding warning. In this case, process the responses as soon as possible.

As with any widget, you have the option to open the context menu using the dots.svg icon located at the top right and unpin the widget.
You can also get to the Mailshots » Responses (Bounces) by clicking on the option from the bottom of the widget.

Note

If the XCAMPAIGNlight application does not process bounces from your sender, then the widget is not for you.


Current Technology

The widget Current Technology compares the different types of devices in which the emails were opened in a chart. The statistics also take into account the email’s unique opens.

Only devices on which the first open or click has taken place are included in the statistics.

The following devices being compared on the widget:

  • Desktops

  • Tablets

  • Phones

  • Others

Clicking on the context menu dots.svg icon takes you to the menu where you have the option to remove the widget from the dashboard.
The widget shows data from the Recipients » Recipients part of the menu, which can be reached by clicking at the bottom.


Weekly Overview

The widget Weekly Overview shows the progress of your mailshot campaigns from the last week.
You can immediately see the total of how many emails you sent within all released mailshots, how many of them were successfully delivered, and how your recipients reacted to them.

The widget shows following statistics:

  • Sent

  • Delivered

  • Opened

  • Clicked

You can also get to the Mailshots » Mailshots or Reports » Mailshots Overview by clicking on the option at the bottom of the widget.

See this page for more details about the mailshot’s statistics.


Remaining To Be Used

The widget Remaining To Be Used shows you how many emails are left in your current subscription.
The number at the top right is the number of emails remaining, and the number below the middle envelope indicates the number of days remaining until the end of the subscription period.
You can also get to the Subscription and Mailshots by clicking the option at the bottom of the widget. See these pages to find more details about these topics.


Easy Help

Not sure about how to use the XCAMPAIGNlight application?

We have prepared useful links. Using these links can quickly acquaint you with the application controls and with the complete online help.

If you do not find the answers to solve your problem there then you can send a question directly to our technical support from the widget.


Account Setup Progress

Widget Account Setup Progress will show you the steps and their status that you can set in your client account. You can set up the following steps in the application, which will also direct you to their individual help:

Note

These steps must be completed before sending the first mailshot: Recipient Data, Sender Settings, Subscription Selection and Create the first mailshot.

In case you have already processed Recipient Data and Create the first mailshot, you will be redirected to the corresponding overview.
The Unsubscribe form is already ready made by us. But you can still edit it. In that case, changes will still be necessary to Publish.

At the bottom of the widget, you can click through to the Help page or you have the Send a question option.

Account Settings

Account

These settings can be found in the Settings » Account Settings » Account menu. The settings are automatically filled in using data from your registration.

The Customer Name identifies you as the account owner and you will see it on the toolbar to the left of the user.svg icon.

Note

Do you need to change your email or company name? Write to us requesting the necessary changes and we will update your data.

Editable Items

Country and Currency for Showing Prices are important for purchases in the application.

Choose the encoding that your CSV files with recipient lists are stored in. The selected Default Encoding will be automatically applied when uploading the recipient list and will not need to be changed every time.

To confirm all of your changes, click Save.


Billing Settings

The data you entered at registration is used to fill in the necessary information in Settings » Account Settings » Billing Settings. If there is any missing information, please add it; it is needed for generating an invoice for your purchases in the application.
If the information is incomplete, you will be asked to complete it during the ordering process.

Sender Settings

Select Sender

Before you start sending out emails, think about how:

  • how your emails are supposed to be presented in the recipient’s inbox

  • how important it is for you to deliver as many emails as possible

  • how you want any email responses to be presented to you

You have three options of how to send mailshots from XCAMPAIGNlight to choose from.
Choose the best one for you. To make the decision easier for you, the table below compares the functions of each option. The third option differs from the second option only in that we will help you with the settings for an additional fee.

Default Sender

Advanced Sender own setup

Sender as a Service with ordering setup

Delivery

standard

not guaranteed

hight

  • SPF

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  • DKIM

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  • DMARC

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Custom Presentation:

partial

full

full

  • Name Used for Sending

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  • Custom sender email

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Response Processing (bounce)

system

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check.svg manual
(according to sender settings)

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check.svg manual
(according to DNS server settings)

Paid Service

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On the sender settings introductory page (Settings » Sender), you can choose from the above three types. You just confirm the selected type by pressing the corresponding button to use it.

You can change the selected sender type by clicking on Change Sender Type. Once you have finished setting the sender type to Advanced Sender, changing the type is no longer allowed.


Default Sender

The Default Sender is automatically available from us. It’s the easiest option to start with, so you can send mailshots as quickly as possible without having to set up. However, the sender’s email address is the same for all clients.
The sender is set according to the recommended standards (SPF, DKIM, DMARC), which guarantee high delivery.

With regard to response (bounce) management of your emails, these are automatically processed for paid subscriptions using the preset filters of the XCAMPAIGNlight application. Replies that are not caught by these filters need to be processed manually.

If you choose this option, you need to enter the Name Used for Sending and Sender’s Email.

Name Used for Sending

The name you enter here will be displayed in most email clients instead of your email address. Or it can be displayed to the recipients along with the sender’s email.

By this name, your recipients should be able to know at a glance who is sending the email by this name. It has a big impact on its opening and therefore you should pay attention to it.

Examples of displaying the sending name in the recipient’s mailbox
(the sending name here is XCAMPAIGN light):

Mobile

Computer

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How to Change Name Used for Sending

"Free" Subscription

If you are using the "Free" subscription, you can only make the change once, either here when you create your first mailshot, or when you select sender. Fill in the Name Used for Sending field with the name you will use and save the settings.

Paid subscription

For paid subscription options, you can change the sending name repeatedly as needed.

Here you change the name used for all mailshots for which you did not manually change the sender name in mailshot settings. Click on the Change Sender Name button and fill in the Name Used for Sending field the name to be displayed to the recipients of this mailshot.

Note

If you want to change the settings for all mailshots, please go to the sender settings.


Sender’s Email

You can choose from our offer of certified senders.
If you want that recipients to receive all emails with your own email address, it is necessary to create an Advanced Sender.


Advanced Sender Settings

Before you can send your first mailshot with this type of sender, you need to make some necessary settings.

At first glance, you may not find the settings to be quite so simple. Don’t worry, we will guide you through the process safely.

Note

If you are inexperienced with registering records in DNS server of your domain, we recommend contacting your IT department or your domain administrator.
If you hand over the instructions given in the sender settings section, it will certainly be a piece of cake for them, and in the meantime, you can attend to the mailshot preparation.

You can also order the settings as a service. You can find out more here .

Are you interested in what other benefits your own sender will bring?

  • The sender will only be used by you. Thus, the sender’s reputation will only be affected by the content of mailshots sent by you.

  • The recipient’s mail servers can clearly identify your organization through an email address.
    Again, this reduces the risk of your emails not being delivered.

Response management can be either manual or automatic, according to the server’s DNS record settings and the subscription type chosen. Read about both options here.

See the following chapters for details on setting up this type of sender.


Sending Email

Before You Start Setting Up
  • Choose an address with a subdomain that will be used exclusively for the XCAMPAIGNlight application.
    For example newsletter@news.your-company.com, where news is our new subdomain.

  • The use of subdomains is not mandatory, but it is more appropriate.
    Setting up the sender’s DNS records will not affect your normal communication with customers or suppliers.
    Your emails from customers/suppliers will not be automatically processed using bounce filters and will not affect your sender’s reputation.

If you have a subdomain registered, we can start!!

Entering A Send Address

Type your subdomain address in the field (see the part Sender’s Email) and click Save.
The sender’s settings check will begin automatically.

Page will change its content. You now see the address you typed in and a notification to complete the sender’s settings. Below the sender’s address, you’ll still have two buttons to display the necessary information to set up the sender:

  • How to set up a sender
    This help is shown automatically after entering the sender’s address and contains the necessary instructions to set up your Domain Name System (DNS) server.

  • FAQ
    If you don’t know why we require some settings, you can find answers to your most common questions. You can find these and other questions related to sender settings in our Help here.


Gradual Sender Settings

You can see all the necessary records in the How to set your address for sending section that are generated automatically based on the sender’s address specified.

These records need to be entered into your DNS (Domain Name System) server.

The whole setting is divided into the following parts:

We recommend you to enter all the records listed here at once.

Note

Changes to DNS records will not take effect immediately after they are stored. The delay depends on your DNS server settings. Remember this before you recheck the sender’s settings.


Sender Verification

Ownership of the specified domain is verified using a unique verification code. This protects you from identity fraud. (If someone tries to create a sender with your domain, their identification code will not match yours).

Note

Keep in mind, that this code is unique for the given client account.
If you use more client accounts (e.g. for subsidiaries), you have to enter all verification codes into DNS records.

Where you can find the required setting?

You will find the required TXT record for your sender’s domain related to this setting in the following places:

  • In the part of the Help How to set your address for sending - Verification.

  • In the Help or using the button to call it up (in case you closed it) there is the section Verification.

    • For a newly created sender, there will be information Verification code not found for the given domain. And then follows the already mentioned required TXT record.

    • Should it happen that the generated verification code does not match the TXT record in the DNS records of your server, you will see here, in addition to the required record, also the record found in the DNS records.
      This situation can occur due to typing error when copying, or if you try to use a single verification code for multiple registered accounts with the same sender domain.

    • If the setup is not completed without errors, this section is always open. Otherwise, its content can be displayed using the More info button.

What is necessary to do?

  • Enter the specified MX record into your DNS (Domain Name System) server.

  • You can find out here how to verify that you have set this step correctly.


Phishing and Spam Protection

This setting protects you against misuse of your email address.

In order for the recipient’s mail server to treat emails sent by the sender as actually sent from your domain, it will validate the data in the e-mail header (under "From") and compare the data found with TXT DNS records for SPF and DKIM.

If these data don’t agree, the e-mail server applies the policy set in the TXT type of DNS record for DMARC.

Where you can find required setting?

You will find the required TXT records for your sender’s domain related to this setting in following places:

  • In the part of the Help How to set your address for sending - Phishing and Spam Protection

  • In the Help or using the button to call it up (in case you closed it) there is the section Phishing and Spam Protection.

    • This section is further divided into three subsections for the TXT records setting for SPF, DKIM and DMARC.

    • If the setup is not completed without errors, this section is always open. Otherwise, its content can be displayed using the More info. The same applies to individual subsections.

    • Should it happen that a MX record found in your server’s DNS records does not match the required settings, we will also show you the record found in the DNS records here.

What is necessary to do?

  • Enter all the listed TXT records into your DNS (Domain Name System) server.

  • How to verify, that you have set up this step correctly, you will learn here.

What is the purpose of SPF?

Only mail servers that you have declared in this DNS record will be authorized to send emails on your behalf. The XCAMPAIGN server must not be missing among these authorized servers.

What is the purpose of DKIM?

The content of sent emails needs to be secured so that it cannot be changed on the way to your recipients. A unique electronic signature created with the DKIM key is inserted in the header of each email sent. The public part of this key is inserted in this DNS record.

What is the purpose of DMARC and how to setup it correctly?

DMARC unequivocally defines how fraudulent emails, that were not successfully opened by the sender using SPF or DKIM records, are dealt with. Your recipients will not find fraudulent emails in their inboxes that have been sent using your name (the applies only in the event that the policy settings "reject" application for all emails).

  • Use the p parameter in the DNS record of the TXT type for DMARC to determine how e-mails for which neither the DKIM nor the SPF record can be verified will be handled.
    In order for the sender to be used in XCAMPAIGNlight, the p parameter must be set to one of the following options:

    • p=quarantine
      unverified message will be marked as spam and moved to the "Spam" folder

    • p=reject
      unverified message will be rejected by the SMTP server

  • Use the pct parameter to define the percentage of messages that will be filtered based on DMARC tests. Gradually increase the percent, the target value of the correctly set sender is p = reject; pct = 100.


Custom URL

If you use links or image links in your emails, it’s a good idea that these links use your domain uniformly. Otherwise, it is possible that yours emails will be evaluated as SPAM/Phishing.

Where you can find the required setting?

You can find the required CNAME record for your sender’s domain related to this setting in the following places:

  • In the part How to set your address for sending - URL to generate tracked links and URL for uploaded images
    enter it into your DNS (Domain Name System) server.

  • In the Help or using the button to call it up (in case you closed it) there is the section Custom URL.

    • If the setup is not completed without errors, this section is always open. Otherwise, its content can be displayed using the More info button.

    • Should it happen that a MX record found in your server’s DNS records does not match the required settings, we will also show you the record found in the DNS records here.

What is necessary to do?

  • Enter the required CNAME TXT record into your Domain Name System (DNS) server.

  • You can find out here how to verify that you have set this step correctly.


Response forwarding (MX record)

If your recipient replies to the received email, it has to be delivered on the correct mail server. The MX record is used for this.

It is up to you to decide whether to redirect the MX record to the XCAMPAIGN server and use automatic bounce processing directly in the XCAMPAIGNlight application, or direct it to your domain. Processing the bounced emails is then fully within your control.

If you have decided to the automatic bounce processing (bounce) using preset filters and display unprocessed bonce directly in the XCAMPAIGNlight application (menu Mailshots - Responses (Bounces)), proceed as follows.

Note

Keep in mind that you are, under the law, obliged to process all "Unsubscribe" responses types. If you do not process these answers, your account will be deactivated.

Where you will find the requested setting?

You can find the required MX record for your sender’s related to this setting in the following places:

  • Tn the part of Help How to set your address for sending - MX Record.

  • In the Help or using the button to call it up (in case you closed it) there is the MX Record section.

    • Should it happen that a MX record found in your server’s DNS records does not match the required settings, we will also show you the record found in the DNS records here.

    • If the setup is not completed without errors, this section is always open. Otherwise, its content can be displayed using the More info button.

What is necessary to do?

  • Enter the specified MX record into your DNS (Domain Name System) server.

  • You can find out here how to verify that you have set this step correctly.


Check Sender Settings

If changes to your DNS records are already active, you can verify with one of the available online tools for checking DNS records (e.g. mxtoolbox).

Then you can view the new sender’s domain settings in the application. Just click on the Recheck button.

  1. All found and requested records agree:

    • Both the help and settings for all subblocks below it will close automatically.

    • There is then a green icon for each of the settings indicating the correct setting.

    • The sender can be used to send mailshots from the XCAMPAIGNlight application.

    • If the MX record is not directed to the XCAMPAIGN application a notification appears above the sender’s address related to the processing of returned responses.

  2. Some of the sender’s domain records disagree:

    • The sender cannot be used to send mailshot from the application

    • A block with the wrong settings opens automatically (the icon is now red)

    • If multiple items are set within this block, the misconfigured item is highlighted again.

    • The application will automatically list expected DNS record values and the found values. Remove the problems found.

  3. None of the records found match:

    • The sender cannot be used to send mailshot from the application

    • Automatically opens help How to set up a sender and all sub-blocks.

    • The expected and found DNS value of the record is listed for each block:

      • you can easily compare right away what the difference is

      • make the necessary modification to the server’s DNS records

      • test that changes are made and click Recheck button again.

Auto Check Senders

The XCAMPAIGNlight application continual checks the DNS settings of the sender’s records. It then automatically deactivates incorrectly set senders based on this.

Sender as a Service

If you decide to use an advanced sender, but you wouldn’t dare set it up yourself, or you don’t have the option to provide the settings, we will set it up for you.
Choose the domain you want to use for the sender and leave the rest to us. We will register your domain, establish a valid certificate, and set up the sender. As soon as everything is ready, we will email you.
This service is offered for a fee. To order, click the Buy Now button and follow the instructions.
You can enter your own domain or choose from our suggestions, which you will find in the Domain Suggestions drop-down menu.

Your new address will be displayed in the confirmation field You are ordering this sender’s email address. The Select an address and continue button will take you to a procedure similar to the one you will find in the Subscription Payment section.

As soon as you go through the ordering process and pay for the service, you will receive an email about the status of the solution to your request.

Language Settings

The XCAMPAIGNlight application allows you to use one or more languages for your mailshots. If you send out mailshots in only one language, you are all set by default - the I am okay with my current language option is enabled by default.

Do your customers prefer another language to communicate with you? Then select option I need to work with more languages. You will see a list of languages in which you can send mailshots. Simply toggle the switch for the language you want to use to switch.svg. It is up to you how many languages you choose.

You can use the lang.svg icon to change the order in which the languages are offered at different points in the application. The first language will be your default language.

To make everything fit together, this setup will require a few more necessary adjustments:

  • <mailing lists prepared separately for each ot the selected languages
    For each language type of the mailshot, you need to select a list of recipients you want to reach in that language.

  • Subscription forms for each language
    If you get recipients using a signup form, you again need a signup form for each of the language types you are using.

Then you just need to create mailshot in respective language and select the corresponding recipient list.

The unsubscribe page is ready for all languages by default. It is up to you whether you want to customize it.

Have You Already Prepared Mailshots, Lists, or Forms?

Recipient lists and forms created before activating the I need to work with more languages option will not have any language set. How to set the languages additionally and what happens if you don’t set the languages?

Recipient Lists

  • You can set the language manually, directly in recipient list detail.

  • If you don’t set the language and you assign the recipient list to a mailshot or a signup form, the recipient list will take over the language of the mailshot.

Mailshots

Mailshots created before the I need to work with more languages option is activated have the default application language set to English.

Note

It is not recommended to copy, mark as favorite and send such maishots.

If you stil send the mailshot, remember that if your recipient unsubscribes from the mailshot, they will see the unsubscribe page in English, regardless of the language version of the recipient list.

Signup Forms

  • The language of the form is determined by the language selection when creating it.

User Settings

If you need another user to have access to the account, you can add them using the Settings » Users menu.

Note

This option is only available for paid subscriptions.

Just click on the option Create a New User.
If you fill in all of the fields with the new user’s data and then Save it, the new user will receive an email (to the address provided) with the login data for their first access to the application.
After logging in, the new user can take full advantage of the account.

Their Username and Name will appear in the list of users.
The dots.svg context menu options enables you to Edit or Delete users.

Subscription and Billing

Select Subscription

You must have one of the subscription options active to send mailshots. After registration and approval of your account, your Free Subscription is automatically activated.

For each variant, it is indicated how many emails can be sent in this subscription during the paid period. You can use the subscription for 30 days after purchase and for 1 year for the special annual offer. Unused emails are not transferred.

Differences Between Paid and Free Subscription

Subscription Options

Free

Monthly

Annual

Emails Quantity in the Subscription

3000

10 000

150 000

Daily Sending Limit

300

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Subscription Drawdown Time

30 days

30 days

1 year

Number of Account Users

1

3

3

Copyright XCAMPAIGNlight

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can be hidden

can be hidden

Custom Personalization Attributes

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5

5

Automatic Processing of Bounces

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Gallery Size Limit

50 MB

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Changing the Sender’s Name

one change

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Own HTML Content of Mailshot

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Mailshot content created from email

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Extension email packages

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Subscription Activation

The subscription is activated by clicking on the button Buy Now. The order wizard starts automatically.


Current Plan of the Subscription

Once you activate any of the subscription options, the page content on the Current Plan tab changes.

In addition to the active subscription, all purchased (and as of yet active) packages are automatically displayed in the list. The report contains the following columns:

  • Plan/Package
    This column distinguishes whether the subscription option is a Prepaid subscription (plans called From subscription) or the purchase of an email package (plans called Extra).

  • Details
    The quantity of emails that you have made available by activating this item.

  • Period
    How long the plan will be active. If you didn’t select the automatic renewal option during plan activation (see column Status), don’t forget to activate a new subscription in time.

    What happens if the subscription expires? You will find out here.

  • Expiration
    The date, when the given plan expires.

  • Price
    The price paid for the item.

  • Status
    The plan variant named From subscription indicates whether or not the plan will be renewed automatically after the end of the Period.
    For other unused plans you will see the message The package is active.

  • Remaining emails
    The amount of emails you can still send.

In this part of the application, you have an option to Upgrade Subscription. For paid subscriptions there is also an option to Buy a Package.


Change Plan

You can change your subscription variant at any time. You don’t have to wait for the original variant to expire.

If you have not used up all your prepaid emails yet, you will not lose them if you switch to another variant. Prepaid emails are available to you based on the date they were purchased (i.e., for 30 days after the purchase).

When you send mailshots, emails with the oldest date of purchase are always used first.

You can view the subscription variants at any time by clicking on the Upgrade Subscription button.

Choose the one you want to go to and follow the steps in the order wizard.

Note

You can also use this tool to renew your subscription before it expires, if it does not renew automatically


Additional Packages

You can purchase email additional packages for each paid subscription.

You’ll appreciate this option if you need to send more emails than you have in your subscription.

How many of these packages are available to you depends on the paid subscription option you choose and the type of sender you use.

Click the Buy a Package button. You will immediately see how many more packages you can buy and which ones. The wizard automatically starts by ordering.

Packages can be redeemed again for 30 days after purchase. Find out what happens to packages when subscriptions expire here.


Subscription Payment

After clicking on the button to activate the subscription or package, the order wizard will start automatically. If you decide to finish your purchase at any step, use the Cancel button.

Step 1 - Confirmation

Subscription Activation

In this step, you can see which item you have chosen to activate and what amount will be paid.

  • We recommend selecting the option Automatic renewal after expiration.
    You don’t have to think about renewing your subscription. Find out what happens when your subscription expires here.

    Note

    You can stop auto-renewal at any time from the context menu.

  • If everything is OK, continue by clicking on the button Activate Subscription to go to the next step.

Package a Purchase

  • In this step you can see how many emails you bought in one package. You can buy more packages, just set the required number of packages.

  • Confirm the purchase with the button Buy a Package.

Step 2 - Payment
  • Select your preferred payment method, then enter the required information from your credit card.
    We don’t save your credit card information, you must re-enter it each time you make a purchase in the XCAMPAIGNlight app.

  • Click on the Buy button and choose which currency the payment will be made in.
    Go to the next step by clicking on Next Step.

  • You will be redirected to the 3D Secure section. Click the Process button to complete your purchase.

Step 3 - Completed

You will be redirected automatically in this step if Your Purchase in the XCAMPAIGNlight application was successfully completed.

Click the Back button.

The activated subscription (or the package) will now be included on the Current Plan of the Subscription tab.

Information about the subscription update, including the generated invoice, will be automatically sent to the address specified in the account settings.


Payments History

On the Payments History tab you can find an overview of all your purchases in the XCAMPAIGNlight application, regardless of their status.

You can filter the list using predefined filters. Just limit the payment period with the filters Paid from and Paid to or choose only Paid or Unpaid invoices.

The payment report contains these following items:

  • Date
    Date and time of the executed transaction.

  • Amount
    Amount paid.

  • Status
    State of the transaction; if it was completed successfully (OK) or not.

  • Description
    Description of the transaction containing information about the purchased item.

  • Invoice
    Invoice download button.


Emails Usage Overview

Once you send a mailshot, it will appear in this list, along with information about the number of emails that have been subtracted from your subscription. By default, the list shows mailshots sent in the last calendar month. You can use the filter to select another period.

When sending mailshots, active prepaid emails with the earliest purchase date are drawn from first.

You can see the following data in the list:

  • Date
    The date and time when the mailshot was released.

  • Emails Used
    The number of addresses to which the mailshot was sent and which were deducted from the subscription.

  • Mailshot
    Name of the mailshot, including a link to it’s details.

Data Structure

Data Structure allows you to see and manage the recipient data you are uploading to the application and then use it in your mailshots.
It also helps you to customize your emails and prepare more personal texts content for your recipients. For example, you can use the recipient’s address and a specific name.

On the following schema, we’ll show you a simple example of how Recipients' Data Structure works in mailshot.

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data structure

the same values to be filled into the square brackets after the dot as the column name

and this is how the resulting salutation in the email is created automatically

Settings

Select the Data Structure option from the Settings menu and open it. You have three partially pre-filled columns in front of you.

  • Column Name
    The data in these columns makes it easy to recognize data when uploading a file. This data is also used when creating more personal emails.
    The first five columns with the lock.svg icon are preset. They are determined for the most commonly used recipient data and some of them are included in our mailshot templates. That is the reason why they cannot be changed.
    If you have subscribed for a paid subscription, you can also add another 5 custom columns according to your preferences. To enter the value, click on the -- Add column name -- field with the pen.png icon.
    In our example this data matches the data from the file header.

  • Column Description
    Again, in this column the first five columns are preset and cannot be changed. If you have a paid subscription, you can name your custom columns. This description helps you recognize the recipients' data if the Column Name is not clear enough.

  • Test Value
    Here you can fill in example details for a recipient (this one can be fictitious) to test personalization. This data will be shown in the email preview as well as in the test email.
    For the default columns, you have the test values filled in. It is up to you whether you use them or replace them with your own values. You enter the test values by clicking in the Enter Column Description field with the pen.png icon.

If any of the columns you added are no longer needed, you can remove them by using the Delete option. You can find it in the dots.svg context menu.

My Files

This repository stores all the files you use in your campaign.
You can add new files (supported formats are jpg, png, gif , txt and PDF) here using the Upload New File button.
Click Choose and then Upload to upload a file from the device. You can upload a 5 MB image to the gallery without any problems. Images with a resolution exceeding 1500 px will be automatically ajusted.

The pictograms bars-solid.svg th-large-solid.svg located at the top right allow to you to select one of two types of image preview views - either in a table or a line. It’s up to you what view will suit you.

Files can be sorted by category of inclusion and chronologically by date of insertion using a simple filter. If you use the All files option, you will also see all the system files that were uploaded to your account along with the mailing template from the Template Library section.

Note

If you don’t have a paid subscription your Gallery will be limited to 50 MB.


Image Editing

You can edit images in a gallery by clicking on a specific file and displaying the editing tools on the right. If you’re using a line list of images, you also have editing options available directly from the dots.svg context menu.

  • Rename
    You will rename the file if necessary.

  • Download
    The file opens in a separate window where you can download it into your device by right-clicking.

  • Copy URL
    Click on this option to copy the image address to the clipboard and then open the image link in any browser. Copying the URL will also make it easier for you to send images in mailshot with Own HTML Content.

  • Delete
    You delete a file from the XCAMPAIGNlight gallery.

  • Archive
    If you don’t need the file anymore, but don’t want to delete it yet, you can put it away in the archive. Just click Archive and save.
    You can view all archived files at any time using the filter at the top of the page My Files » Gallery.

  • Crop
    Are you not satisfied with the cutout image? You can Crop it. To activate the tool, hover your mouse anywhere on the image and drag it to the crop size you need. Then just click Save as a new image button and save it to the gallery.

  • Resize
    Are you not satisfied with the image size? Then you can Resize it. Enter the required size in the selection box with up or down arrows, and the image adapts to the new size automatically. The aspect ratio will be kept. Then just click on Save as a new image to storing it in the gallery.


Downloads

All exported address lists are located here Settings » My Files » Downloads for a limited period of 5 days. You have the option to download them to your device using the dots.svg context menu, or to delete them. Each of the lists also contains information about the exact times the export started and ended.

New Address List

Preparing a File

The bottom line is to have the right data in the directory. Therefore, you need to prepare a file with the recipients' data. It is necessary to prepare a file with customers' data in a spreadsheet editor, such as MS Excel.

Haven’t created the file yet or don’t know how to prepare it?

You can examine our examples of files. We’ve prepared the following option for you according to your current data structure setup.

  • sample address lists

  • import file header

You can find it directly in the menu Recipients » Create a List.

Using a Sample Address List

Sample lists are available either in XLSX or CSV format. Download the desired file type and replace the sample data - either manually or by exporting data from your internal database (for example, from your CRM). Save the file.

Note

If you have data in CSV format, you can upload it in this format to the XCAMPAIGNlight application. Be sure to save the UTF-8 encoding file. In MS Excel, set the encoding by following these instructions:

csv_utf_8.png

Copying Import File Header

Simply copy the header (i.e., the first file header) to the clipboard using the Import File Header option and paste it into an empty spreadsheet editor. Add the recipients' data and save the file.

You now have the file ready and you can create an address database, i.e., Create a List in the XCAMPAIGNlight application.

How to Create a New List of Recipients

There are two possible ways to create (or more precisely, upload) New List of Recipients in the XCAMPAIGNlight application:

  • from the menu Recipients » Create a List

  • from the menu Recipients » Lists - Create a New List

In both cases:

  1. Click on the Upload a File of Recipients button and select the recipients' data file.
    If you don’t have the file yet, follow the instructions in the chapter Preparing a File.

  2. The Data Preview appears.
    To send personalized mailshots, you need to identify individual columns by the following means. The application automatically identifies the email address column, regardless of what column name you use in the file.

    data_preview_unspecified.png

  3. Wherever the selection field -- Unspecified -- is used, please choose the corresponding value based on the header you have in your own data file.

    data_preview.png

    Note
    • If the file’s column name matches the name in the application, then it is automatically filled in.

    • The application remembers the data in the columns you’ve already manually selected once and you don’t need to define it again the next time you upload a file.

  4. The uploaded list takes the file name, you can rename the list in the Name of the list field.

  5. If you are working with multiple languages (i.e., you have selected the I need to work with more languages option in the menu under Settings » Languages), then specify Language of Recipients in the List before uploading the data.

  6. Finally, save with Save.
    When the data file has been uploaded to the application, you will receive a notification email with the result of the data import. At this point, New List of Recipients has moved from pending requests. It is ready to use and you can start preparing the mailshot. Before doing so, please pay attention to the mentioned notification email.

What to do if all the data from the file could not be uploaded

If the recorded data was not completely in order (e.g., it contained an email address in the wrong format), the corresponding row will be mentioned in the notification file.
In this case, we recommend checking the file, correcting the data and reloading the file. If you don’t, this email will be taken out of processing (i.e., fewer emails will be created than were requested and deducted from the subscription).

Address Lists

The Lists option can be found in the Recipients menu.
It is the address database within the XCAMPAIGNlight application to which you uploaded your internal list(s). Your list, of course, is only accessible to your users. How exactly you can upload a list is described in the part How to Create a New List of Recipients.
This repository is divided into the following tabs:

Detailed information about each address list can be viewed by clicking on the name of the list or using View option in the dots.svg context menu.

Ready To Use

All the lists of addresses that you have uploaded to the application are stored here, and you can also manage and search through them using filters. You can Search by List Name and you can also specify the time when you created it or search for a specific email address. You can find out what list or lists the address you are looking for is in. For each list, you can immediately see the number of recipients stored in the list. The item Active Recipients shows the number of addresses available for sending.

Note

If you have chosen the I need to work with more languages option in <<settings_lang,Settings » Languages>, you can see the language dedicated for each recipient list.

Use Create a New List option to add more address lists.

Address List Management

In the dots.svg context menu, at the end of each line, there are additional options for managing lists:

  • View
    You will get to the details of the selected list with this option. You can see the addresses contained in the list in the list’s details and it is also easy to see here what mailshots the respective list was used in.

  • Export
    You can also access the export tool directly from the context menu. You can learn more about how to export the address list in the chapter Address List Exports.

  • Rename
    Simply rename the address list using this button.

  • Add New Recipients
    Do you need to add more addresses to already imported list? Then use this option. More details on how to use it can be found here.

  • Delete
    Use this option to completely delete the selected address list. This option is only available for lists that are not used in mailshots being prepared for dispatching.

Add New Recipients

You can add new recipients to each of your recipients lists.
Just prepare a file with the addresses that you want to add to the existing list. It’s like creating a new list.

Then go to Recipients » Lists and select the list to which new addresses will be added. The Add New Recipients option can be found in the dots.svg context menu to the right of the list name.

Then follow the same procedure as for uploading a new list.

Recipients

Are you interested in the data that was imported in the selected address list?

Select the address list you are interested in from the menu Recipients » Lists and click on its name to view its details. You can also use the View option in the dots.svg context menu to the right of the list name.

In the details of the list you have the information clearly divided into three tabs.
In addition to the Recipients tab, which opens automatically, when you view the recipient list details, there are Data Structure and Used In Mailshots tabs.

In the details of each list, you can Edit List Name or Edit Language the recipients on the list.

Language Change

  • The option of setting the language is available by selecting I need to work with more languages in the menu in Settings » Languages.

  • The language can be changed as long as the list has not been used in any of the mailhots or in the signup form.

  • Lists that you created before activating the above option have no language set.
    Use the I need to work with more languages option to simply assign a language to it.
    What happens if such list is already assigned to a maislhot you can find out here.

Recipients tab description

This tab shows the first 100 email addresses along with other data (e.g. first name, last name, etc.). This is the data you entered when you created your recipient list. You can use the Search recipients by email option to select only addresses from the list that contain specified sequence of characters.

There is again a dots.svg context menu with options:

  • Export
    Use this option to download the contents of the given list. A detailed description of this option can be found here.

  • Add New Recipients
    Do you need to add more addresses to already imported list? Then use this option. More information on how to use it can be found here.

  • Delete
    This option allows you to delete the entire list of recipients.

The names in the first row in the overview correspond to the column names in the import file and can be used to personalize mailshot content or its subject.

For each address you can see its status, which determines whether the address will be used for sending.

Note

Did your address list exceed the limit to see this preview? View all of your data using the export.

Data Structure

On this tab you can see what columns were loaded when the file was imported.
The names listed in Column Name can be used for personalization of the mailshot.

Used In Mailshots

You can see what mailshots each list has been used in.

All you have to do is click on the selected list in the Recipients » Lists menu or use View in the dots.svg context menu, and then select the Used In Mailshots tab.

You have a context menu with the following options for each of the mailshots in the list:

Edit
This option opens up a mailshot’s details for editing.

View email
This option will show you a preview of the email.

An extra option, Reports, is available for sent mailshots.


Address List Exports

You can export any of your address list directly from the Recipients » Lists menu.

The Export option is available either from the dots.svg context menu or from address list’s details.

Exporting is very simple, just enter an Export Name, or keep the default name and confirm your request by clicking Save.

Default File Name

The Export Name is pre-filled automatically - it always consists of the list name supplemented by a timestamp in the format YYYYMMDD_hhmm.
Example:
If you export the list named xcl at 6.8.2020 at 15:20, the default name will be xcl_20200806_1520.

Information About Finishing the Data Export

Once your export request has been processed, you will receive an email notification. At the same time, notifications will be displayed directly in the application:

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Then click on the View More button and you’ll be redirected to the section Settings » My Files » Downloads.

The File Content with Exported Data

What you see in a file after you open it depends on how the list was created.

The Recipients List Has Been Imported into the Application
The exported file contains columns that were in the original file at the time it was imported into the application.

The Recipients List Is Linked to the Signup Form

  • The contents of the exported file depend on the fields you have made available in the form.

  • An optional field appears in the export only if one of the registered subscribers has filled in the data. Until then, you will not see the column in the file.

  • In addition to the form information, the export contains specific columns:

    • channel_profile_status
      The status of the recipient at the time of data export. At first glance, for example, you can see which recipients have not yet completed their registration.

    • source_form
      The name of the form which was used for an addressee’s registration.

    • created_date
      Date of recipient’s registration.

    • disabled_date
      Date of recipient’s deactivation (if occurred).

    • unsubscribe_date
      The date of the recipient’s unsubscribing if any.

The Recipients List Combines the Two Previous Options
If you have linked data from the signup form to one of your imported address lists, the exported file will contain both columns from the import and columns from the form.


Waiting Requests

The repository in the Recipients » Lists » Waiting Requests menu is used to temporarily preserve ongoing list imports.

The moment an import is successfully completed, it is automatically removed from here. If the import fails to complete for any reason, you can find it here.

Recipients

Recipients Overview

An overview of all recipients stored in your database is available in the menu Recipients.

You can see the details of each contact, edit them and look at the history of usage in mailshots.

Searching for Email Address

Are you looking for a specific email address? Type the address or part of the address in the text field Search recipients by email and click on the Search button.

Overview Filtering

A list of recipients can be filtered according to their address status. Click in the file with text All statuses, select the desired status from the menu, and click on the Search button. The description of the individual statuses can be found in the chapter Recipient Details.


Export Recipients

Choose the Recipients option and click on the Export Recipients button. You can then access the Export Recipients form where you need to fill in all the fields.

  • Name of the Export
    You can either preserve or rename the automatically generated file name as needed.

  • What Data to Export
    You have the option to choose either All Recipients or to filter the recipients and limit their selection by status: Active Recipients, Disabled Recipients, or just Unsubscribed Recipients. If you choose All Recipients From Forms from the menu you will export the recipients registered using the signup forms, regardless of the signup form used. In this case, you can limit the choice of registration by using options From and To.

  • File Encoding
    UTF-8 encoding must be set in this field to ensure faultless export of the CSV file with the recipients' data. When you open the form for export, this type of encoding is set automatically, so you don’t need to search for it.

  • Field Separator
    This option specifies separating the individual data fields of your exported list. It is possible to choose from two possible types of characters (; and ,) and tab.

After you have filled in all the values, use the Export Recipients option. You will be automatically informed about finishing the export (see more information here).

What Does the Exported File Contain?

The exported file always contains the following columns:

  • email_address
    Particular contact email address.

  • channel_profile_status
    The status of the recipient at the time of data export.

  • source_form
    The name of the form which was used by the recipient to signup. If the field is not filled, the address has been imported from your address list. In case of unsubscription, the name of the unsubscribing page appears here.

  • created_date
    Date of recipient’s registration.

  • disabled_date
    Date of recipient deactivation (if occurred).

  • unsubscribe_date
    The date of the recipient’s unsubscribing (if any).


Edit of The Recipient

Recipient Details

All your contacts (recipients) uploaded to the application can be seen from the Recipients » Recipients, regardless of what list of addresses they were uploaded from.

To see the recipient’s detail, click on the selected email address or select the Edit option from the dots.svg context menu.

Information about the recipient is divided into two tabs - Recipient Details and Sending History.

Recipient Details Tab Description

You will find the information in the recipient’s details about when the contact was created, when the last email was delivered to them, and when and how the recipient last responded to the email (open, click).

For addressees registered using signup forms, the IP address, from which the registration was carried out, is next to the registration date.

Possible Recipient Statuses

The recipient’s Status is set automatically.

Under certain circumstances, it can also be changed manually using the following switch: status_change.png

When you click on the selected button, XCAMPAIGNlight asks you if you really want to change the status.

Recipients with the following statuses are available for sending:

profile-active.svg

Active

You have previously sent a mailshot to an email address marked as 'Active'.

If necessary, you can change the recipient status to one of the inactive statuses. Just click on the selected status on the switch. You can modify a manually made status change any time.

profile-unused.svg

Recipient has not yet been used in a mailshot.

The address is ready to send, you just haven’t used it yet. This status is automatically set for all newly uploaded recipients when processing an address list.

This status cannot be changed manually. The status will change automatically when the address is used.

Recipients with the following status are automatically excluded from delivery when sending a mailshot:

profile-registering.svg

Registering

The recipient has registered for the newsletter using the signup form and has not confirmed his registration yet.

This status cannot be changed manually. The status will change automatically when the registration is complete.

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Unsubscribed

This status of the recipient is automatically switched if:

  • The recipient has unsubscribed by clicking on the unsubscribe link, which must be included in every mailshot by law.
    The status can no longer be changed.

  • The response was processed as "unsubscribe".
    In this case, the status can be changed.

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Disabled

This status is automatically assigned to the recipient in the following cases:

  • the email could not be delivered to this address (the email address entered does not exist)

  • while processing the recipient’s response, the response was treated as a "deactivation"

The status can be also manually changed (e.g., based on the recipient’s request for deactivation or if you need to remove a test address from the list, etc.).

The deactivated recipient can be reactivated.

History of Status Changes

All of the status changes (both manual and automatic) are recorded in History of Status Changes, which can be found on the right. If the change was made manually, the name of the user who made the change is recorded here.

You will also find information on how the address was obtained. If a signup form has been used, you will find its name here.

Example of Records in History of Status Changes Part

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Sending History

You can see an overview of the all emails that have been delivered to the recipients (see the Sending History tab in the recipient’s details).

You can use a preset filter (delivered within the last three months) or enter a custom time period.
The fields Delivered from and Delivered to are used for this where you either enter a date or select it from your calendar. You will see all the mailshots that were delivered in a specific period after clicking on the Search button.
You will find the following information:

  • the mailshot’s name (column Mailshot)

  • when the email was sent (column Send Date)

  • when the email was opened (column Opened)

  • when the recipient clicked on the link in the email (column Clicks)

If the recipient has replied to your email and you processed this response, you will find the information in column Response how the response was processed.

You can get right down to the details of each mailshot using the dots.svg context menu.

Example of Records in the Sending History Part

sending_history.png

Signup Forms

Are you looking for an easy way to get new subscribers for your newsletters?
Insert the registration form into your website. With our wizard, you can create any number of forms.
For each of them, you can always choose in which of your recipients lists new addresses will be stored.

The individual parts that are needed for the signup form will be automatically created for you and pre-filled with the necessary data. It is up to you, whether you leave them as they are, or you customize their content or design.

Do you Send Several Different Types of Newsletters Or Do You Need a Form for Different Languages?
Create a registration form for each variant. The same email address can be registered in multiple lists.

Forms that you create in XCAMPAIGNlight application require registration confirmation.
Only confirmed addresses can be used for sending mailshots. The application monitors the registration phase for you and changes the recipient’s status automatically. So you don’t have to worry about sending an email to an unverified address.

How Does Newsletter Registration Work?

  1. The visitor of your website fills in the form.

  2. As soon as he presses the button to send it, he will see a simple page, which usually contains thanks and information about the next step that awaits the registered.

  3. Before the registered data are added to the recipients list, the entered values are checked.
    Predefined fields marked in the Data Structure with the icon lock.svg, must not contain a link to a www page. If the link is found in them, the registration cannot take place and the process is cancelled.

  4. Successful registration are stored in your recipient list at this point. However, the email address is not yet available for sending your emails.

  5. An email will be automatically sent from the application to the registered address to confirm the registration.
    If its recipient clicks on the confirmation button, he is included among the active recipients, i.e. you can use his email address.
    At the same time, the new customer will see the page with information about successful registration.

Form Creation

You can find the Create a New Form option in the menu Recipients » Forms.

First you will be prompted to enter a form name and select a form language.

Use the language to determine which default set of texts is uploaded to the editor. If you have selected the I need to work with more languages in the Settings » Languages menu, the selected language will be used as a form language and it will influence the menu of recipient lists which you can choose from.

You might change the name later. However, the language choice cannot be edited backwards.

The form creation wizard will start automatically if you click on the Create button.

Editing Form Steps

You will create everything you need for the registration process in one place. You can see the individual steps clearly and their status in our guide.

Use the button on the right to open the detail of each step.

In steps 2-5, this button opens the editor, for more information about using it, see here. When you return to the list of steps from the editor, the step is marked as completed.
You can continue editing already completed step as needed.

In addition to the individual steps, you can also Edit Form Name in the form detail or use the available options from context menu.

Selecting Address List

In this step, you specify in which list the data of signup subscribers will be stored.

Choosing the correct recipients list will at first seem like the easiest step. This is the case if you use only one recipients list.

If you send mailshots in different languages or send more specialized newsletters, then you will definitely work with multiple recipients lists. Choice of the right list will then affect the success of your mailshots.

In this step, you can click the Select a List button:

  • select one of the existing mailshot lists

  • create a new list

Choose from existing lists Option

If you want to use one of your lists, select the Choose from existing lists option. The XCAMPAIGNlight application remembers all your recipients lists.
The last selected list is always preset. If you want to use another one, click in the field with the name of the list and select from the menu.

Note

If you have chosen in the Settings » Languages section the option I need to work with more languages, only recipient lists with the same language as the form list being created and lists without the specified language are offered.

What happens if you assign a recipient list without a specified language to a form, see here.

To confirm your selection, click Save button.

Create a new list Option

Use this option to create a new empty list. Just type the desired name in the field and Save it.

Note

If you chose the I need to work with more languages option in Settings » Languages, the form language will be set to the created recipient list.


Signup Form

Editor Description

The editor consists of two separately scrollable panels. The left part is always intended for editing, the right part is a preview only. If you want to hide either of the panels, click on the corresponding arrow in the middle panel.

Editing Part

The editing part consists of tabs, which are used to edit individual steps. After opening the editor, the tab that corresponds to the step from which you started the editing panel is always active.

All texts are prepared in such a way that the form can be used without further modification. Just view the individual steps in the preview panel.

If you need to go to edit the next step, you can switch to the next tab directly in the editor without having to return to the wizard, or use the Next Step button at the end of each step.

Note

Once you switch in the signup form editor in this way, the previous step is considered complete and will be marked in the wizard after closing the editor.

By clicking on the Done button you confirm the completion of editing all the steps you have displayed in the editor.

We will introduce you to the content and editing of individual tabs in the following chapters.

Preview

In the right panel you can see the appearance of the edited part. The preview is automatically updated with every change you make. Use the icons in the upper right corner to switch between the display on the PC and the mobile phone. You can try out immediately what the signup subscriber will see on their device.

If you are testing a preview on a monitor, we recommend you to turn off the editing panel by clicking the left arrow in the center panel.

Use the dots.svg context menu to test your form.

Form Design and Appearance

By default, the form is prepared in a Classic Design and a Light Appearance. It contains the fields that you defined in the Data Structure part and, of course, the GDPR consent of the registered.

If the look and content of the form meet your requirements, you can go to the next step. In the following chapters you will learn how to adapt individual parts of the form to your needs.

Change of Design and Appearance

You can easily change the design and appearance using the following switches:

form_design.png

Note

The selected setting will automatically be applied to the parts Page After Subscription and Landing Page as well.

Design

  • Classic
    Field names are aligned to the left edge of the edit box.

  • Centered
    Field names are aligned to the centre of the edit box.

  • Unstyled
    Do you need a form corresponding with your corporate identity? Use this variant and insert the prepared CSS style into the Custom CSS styles field. For details of this option see here.

    Note

    This option is only available for paid subscriptions.

Appearance
Choose the look you like, or prepare your own. If you are using the design Unstyled, this option is not available.

Possible Design Variants:

  • Light
    Black text on a white background.

  • Dark
    White text on a dark background.

  • Custom
    Choose any color of text, background, link or button or change the font used. See the next chapter for details of this option.

How to Design a Custom Form Look

Font Change
In the Font Type part you have a choice of the most frequently used fonts. Just click in the box and choose from the menu. The preview part is redrawn and you will see the result immediately.

Colors Change
You can change the colors of the parts listed below the font selection box.

form_color.png

step-1.svg

A preview of the color you are currently using in the form.
If you click on it, the color selection editor will open.

step-2.svg

A description that tells you what color to change.

step-3.svg

Field for entering the hexadecimal color code.
If you know the hexadecimal color code, enter it directly in the field (e.g. de9d6f).

Editor Description:
After each color change, the color preview next to its description and the color of the edited part of the form in the preview panel are automatically updated.
If you are satisfied with the color, click anywhere outside the color selection dialog and the editor will close.

step-4.svg

In the right part, you can define a color using its hexadecimal code, or using HSB or RGB coordinates, in case you know them.
At the same time, the color preview next to its description is updated.

step-5.svg

You can change the color in the center panel (orange is selected in the example).

step-6.svg

In the left part, shades of the selected color are displayed, the selected shade is marked.
If you want to change it, place the mouse on the shade you like and click the mouse.
This selection method is suitable in cases you don’t know the exact color specification.

How to Create a New Form Design

If you want a completely different form design, you can’t do without knowledge of CSS styles.

Note

This option is only available for paid subscriptions.

Under Design select Unstyled. You can create your own CSS style, or use one of our sample designs and then customize its CSS style as needed.

css_editor.png

step-1.svg

Click on the Load Sample CSS option.

  • Choose which combination you will use.
    You have a choice:

    • Classic Light

    • Classic Dark

    • Centered Light

    • Centered Dark

  • The last of the offered options Raw CSS will load the unstyled form content in case you want to define the CSS style exactly according to your ideas.

step-2.svg

The CSS style corresponding to your choice will be loaded in the edit field.
Then all you have to do is to make the necessary style adjustments in the editor.

step-3.svg

Once you make any changes, the save button will be activated. You can immediately see the saved changes in the preview panel.

step-4.svg

Use the Find option to search the CSS style. Type the search text in the box, and then press ENTER.
It is also possible to search for code using regular expressions, then insert the search term between //. This search is for more advanced users. If you are not familiar with regular expression, don’t use this option.

step-5.svg

Use the Find and replace option to replace the entered text with another.
Type the replacement text in the Replace field, press ENTER, type the new text in the With field, and then press ENTER again.
Confirm or cancel the replacement using the corresponding button. You can also replace all occurrences of the entered text.

step-6.svg

Use the Undo last edit, Repeat the undo edit options to undo or redo the last action performed.

Form Content
Form Title

Use the switch button to specify whether the form contains a title or not. You can change the title text in the field directly. By default, the title is turned on 24.

Registration Form Fields

form_edit.png

step-1.svg

Field Visibility

As already mentioned, the form uses the default settings Show all fields. If you don’t need any of the fields in the form, just switch the button next to the field name from the position 24 into the position 24.
The field for entering an email address is mandatory, so you cannot change its displaying unlike the other fields.

You can also use the Show only the requested email option to deactivate all the other fields.

If the form field is not used, the sections for editing its content are hidden. The field can only be moved or made visible then.

step-2.svg

Editing Field Names

If the pre-filled field name in not convenient for you, enter your own text in the Field Label section.

step-3.svg

Helper Text

You can define help text that will be displayed in the registration form field. Use this help to advise the signup subscribers to fill in the field correctly and thus increase the quality of the obtained data. You have already filled the Salutation field in the help.
These fields are also useful if you do not want to use field labels.

As soon as the signup subscriber starts editing the field, the help automatically disappears.

step-4.svg

Required field

Use this switch to specify whether or not a value must be entered in the field before submitting the form (24) (24). By default, the values of all fields are optional. The option is not available for the email address field, which must be always filled in.

step-5.svg

Change the order of the fields in the form

You do not like the order of fields in the form? Make your own. Place the mouse cursor on the symbol 24 and use drag & drop to move the field to the desired location.

GDPR Agreement

All forms automatically contain a section in which the signup subscriber consents to the processing of personal data. You can edit the GDPR agreement text directly in the field. You can choose whether you want Use our standard privacy policy or Link to your privacy policy. If you select the second option, you will see a field where you can simply write the link, including the protocol.

Use the switch to turn off the display of this entire section. Just move the switch to the position 24.

Registration Button Text

In the Button field, enter the text to be displayed on the registration confirmation button.

If you use paid subscription, you can use this switch to turn off displaying information in the footer. The switch is common for all four parts of the signup form.


Page After Subscription

In this part, we have prepared the content of the page for you, which will be displayed to the signup subscriber after pressing the button to send the form.
If the content suits you, you can move on to the next step.

The page design determines selected settings for Signup Form.

Editing Page Content

A general description of the editor can be found, if necessary, here.

You can edit:

  • Page Title
    Use the button to specify whether the page contains a title or not. You can change the title text directly in the field.

  • Text After Subscription
    Enter the text you want to appear on the page in this field. There is usually a thank you for the signing up and information how to proceed. You can use a simple editor to format the required text.

Note

If you use paid subscription, you can turn off the display of the copyright footer on the Signup Form tab.


Confirmation Email

In the preview you can see the content of the confirmation email, which we have prepared for you. It will be sent to the signup subscriber immediately after submitting the form. This email will confirm the registration and you will then be able to use this email address for your mailshots.

If the content suits you, you can go to the next step.

Email Content Editing

A general description of the editor can be found, if necessary, here.

You can edit:

  • Email Subject
    The entered text will be used as a subject of the confirmation email.

  • Email Title
    The entered text will be used in the content of the mailshot as a title.

  • Email Text
    You can insert and format an email text using a simple editor. There is usually brief information explaining to the recipients why they received the email and what would be the next step.

  • Button
    Enter the text that will be displayed on the button with which the registrating subscriber completes his registration.

Note

If you use paid subscription, you can turn off the display of the copyright footer on the Signup Form tab.


Landing Page

This page will be displayed to the registering subscriber after pressing the button in the confirmation email.
If the content suits you, you can use the Done button to complete editing.

The page design determines the selected setting for Signup Form again.

Editing Page Content

A general description of the editor you can find here, if necessary.

You can edit:

  • Page Title
    Enter the required text in the field.

  • Landing Page Text
    Enter the text you want to appear on the page in this field. The field also includes a simple editor for formatting the entered text.

Note

If you use paid subscription, you can turn off the display of the copyright footer on the Signup Form tab.


Form Testing

There are several ways to test the whole process:

Visual Check

You can check the individual steps continuously using the Preview in the editor. This will check the design and content of each step. We recommend that you do this review again before you publish the form.

Testing Before Publishing the Form

Each form for which you have completed at least first two steps has an option in the dots.svg context menu to test it.
After clicking on the option Test, a page with the form will open. Enter the test address and go through the whole process just like your signup subscribers.

In order to test the whole process, the entered email address must exist. Otherwise, it will not be possible to complete the registration (confirmation email will not be delivered).

Note

Test registrations will be saved in your address list. If the profile used for online form testing is not intended to receive your newsletters, do not forget to deactivate it.

Registration Test from Your Website

As soon as you publish the form, we recommend that you try to register from your website directly. Make sure you’ve copied the HTML code correctly.

If you do not want a registered address in your list, make sure you deactivate it.


Using the Form in Your WWW Pages

If you have successfully completed all the steps, you will see the Publish button at the top of the page.

Once you click on it and confirm your choice, the form will be uploaded to the XCAMPAIGNlight server.
At the same time, the Form HTML Code page opens.
Use the HTML Code option from the dots.svg context menu to view this page any time later.

Do You Want the Form to Be a Part of Your Website?
Click on the copy_f.svg icon copies the part marked in the picture with a number step-1.svg.
Paste the code into your web page where the form should be displayed.

Do You Want to Display the Form after Clicking on the Link?
If you want to use a link to the form in your site or in the content of the email, copy the link provided in the step-2.svg section. To copy, use the copy_f.svg icon to the right from the link.

Example Page

form_publish.png

You can also publish the form using the Publish option in the dots.svg context menu.

Note

If you change the already published form in the editor, the button for publishing at the top of the detail will be available to you again.
As soon as you click on it, the content of the form will be updated on the XCAMPAIGNlight server and on the other places where you inserted it accordingly.


Forms Overview

All signup forms that you create are available in one place in the menu Recipients » Forms .

The information displayed in the overview depends on its current status.

An example of the information about the form:

forms_overview.png

step-1.svg

Form Status Icon:

24
The form marked this way does not have all steps confirmed or has not been published yet.

play.svg
The form was published on the XCAMPAIGNlight server and it is possible to include it in your website unless you have already done so.

step-2.svg

Form Name
The form name that you entered when you created it. Click on the name to open the detail and you can edit all parts.

step-3.svg

Date of Most Recent Changes
The date of the last form modification.

step-4.svg

Date of Form Publishing
The date of the last upload to the XCAMPAIGNlight server.
If this date is older than the last modification date, you are not using the latest version of the form on your site. You may have forgotten to publish your recent changes.

step-5.svg

The Used List of Recipients
If you have assigned to a form recipients list, its name is given here and you can see in parentheses the number of addresses that the list currently contains.

step-6.svg

Context Menu
Context Menu dots.svg is on the right side of the report available. The items included depend on the status of the form.

In this section you also have the Create a New Form option.


Context Menu

A context menu with additional options is available for each form. Click on the dots.svg icon to display it.

The options offered in the context menu depend on the degree of form readiness.

context_form.png

An Overview of All Available Options:

  • Edit
    This option switches you to the form detail, where you can change any part as needed.

  • Publish
    Using this option, you will publish the prepared form on the XCAMPAIGNlight server and you can start using it on your website. More detailed information you can find here.
    The option is only available for a form with all steps completed.

  • Pause
    Use this option to delete the published form from the XCAMPAIGNlight server. Then it will no longer be available for your customers. Unlike the Delete option, the form remains among the other forms, and you can return to it later and use it again.

    Note

    If you have already inserted a link to the form in your website, you must first remove it and then use this option.

    Otherwise, subscribers will be shown a non-existent page.

  • Test
    This option displays a form page and allows you to test, whether the whole process works.

  • HTML Code
    With this option you can view the code that needs to be inserted into your website at any time. You will find out here how to do this.

  • Delete
    Use this option to delete the entire form. If you already use any form on your website, first remove it.

Pages for Unsubscription

All emails you send from XCAMPAIGNlight contain an unsubscribe link. In this part of the application, you can specify what the unsubscribing recipient will see if they click on this link.

The individual parts that are needed for the unsubscribe process are automatically available to you. They have a basic design and default texts in the language you selected when registering the application.

Note

If you selected the I need to work with more languages option in Settings » Languages, the unsubscribed pages contain tabs with default texts for all the languages you selected.

The whole unsubscribe process will work without any modifications.
It is up to you to keep the pages as they are or to customize them in terms of content or design. You can find them in the menu Recipients » Unsubscribe.

If you change anything on any of the pages, the button Publish will be available . Once you click on it, your changes will take effect.

How Does the Recipient Unsubscribe?

  1. The recipient of your email clicks on the unsubscribe link in the email.

  2. Unsubscribe Confirmation Page will be displayed. This page contains a button by which the unsubscribed recipient confirms their intention.

    Note

    Alternatively, you do not need to request this step from the unsubscribed recipients if you disable the page viewing in its settings. The unsubscribed recipient will then be redirected directly to the next step.

  3. When the unsubscribe process is complete, Page Following Unsubscribe will be displayed.

Unsubscribe Pages Editor

For editing unsubscribe pages, a similar editor is used as for signup forms.

Unlike these, it contains only two tabs and all steps are active the first time you open it. This is because unsubscribe pages are a mandatory part of your account in the application.

By default, the pages are prepared in a Classic Design and a Light Appearance. If the look and content suit you, you don’t have to do anything at all.

In the following chapters you will learn how to adapt the individual pages to your needs.

Unsubscribe Confirmation Page

If the design and content of the page suits you, you can go to the next step.

You can end editing at any time by pressing Done button. Until you publish changes, they will not be available to unsubscribed recipients.

Change the Design and Appearance of the Site

The design and look you set here is common to both Pages for Unsubscription.

Changing the design and appearance is no different from the procedures described in signup forms.

Change the Content of the Page

Unsubscribe Confirmation Page will be displayed to unsubscribed recipients after clicking on the unsubscribe link in the email.

The following options are available to help you customize the content of the page to your needs. They have a basic design and default texts in the language you selected when you registered the app.

Note

If you have selected the I need to work with more languages option in Settings » Languages, the unsubscribed page contains tabs with default texts for all the languages you have selected. So the texts need to be edited for each language separately, the design is common for all language versions.

Use the unsubscribe confirmation page

By default, Unsubscribe Confirmation Page is turned on. If you do not want the page to be displayed to unsubscribed recipients, simply move the switch to 24.

If your recipients then click on the unsubscribe link in the email, they will be unsubscribed immediately and Page Following Unsubscribe will be displayed.

Page Title

Use the switch button to specify whether the page contains a title or not. You can change the title text directly in the field. By default, the caption is turned on 24.

Unsubscribe Page Text

Enter the text you want to appear on the page. There is usually an expression of your regret and information how to proceed. You can use the simple editor to format the required text.

Unsubscribe Button Text

The text to be on the unsubscribe confirmation button.

Show XCAMPAIGN logo

If you use paid subscription, you can use this switch to turn off the displaying information in the footer. The switch is common to both unsubscribe pages.


Page Following Unsubscribe

In this part, we have prepared the content of the page for you, which will be displayed to the unsubscribed customer after a successful unsubscribe.

Depending on your settings, this can be in the following two cases:

  • after clicking on the button confirming the unsubscribing (see Unsubscribe Confirmation Page)

  • after clicking on the unsubscribe link in the email, if you have disabled the display of the unsubscribe confirmation page.

If you like the page content, you can finish editing with the Done button. Until you publish changes, they will not be available to unsubscribed recipients.

The design of the page determines the settings it uses Unsubscribe Confirmation Page.

Page Content Editing

A general description of the editor can be found here , if necessary.

Note

If you have selected the I need to work with more languages option in Settings » Languages, the unsubscribed page contains tabs with default texts for all the languages you have selected. So you need to edit the texts for each language separately.

You can edit:

  • Page Title
    Use the switch button to specify whether the page contains a title or not. You can change the title text directly in the field.

  • Text Following Unsubscribe
    Enter the text you want to appear on the page in this field. You can use the simple editor to format the required text.

Note

If you use paid subscription, you can turn off the display of the copyright footer on the Unsubscribe Confirmation Page tab.

Mailshots

Creating a New Mailshots

To get the New Mailshot ready, select Create a Mailshot from the menu.
An option Create a New Mailshot is also available from the Mailshots » Mailshots.

You start by naming the New Mailshot. Do not worry, this name can be changed at any time during and after preparation. The name is only used by you so that you can easily identify it.

If you have chosen in the Settings » Languages section the I need to work with more languages option, then you need to specify which language type of the mailshot you are creating. The Mailshot Language option is useful for this purpose. The selected language cannot be changed after creating the mailshot.

If you are creating your first mailshot, please pay attention to the following chapter. Otherwise, you can continue preparing the mailshot.

Preparing to Create the First Mailshot

You need to specify the sender’s settings before you begin preparing your first mailshot.

  • Confirm your email address
    It should already have been confirmed because without it you wouldn’t even have made it to this site.

  • Setup your sender
    Here you set up your sender as seen by the recipients of your mailshots. Enter the sender’s name that will be displayed in the mail client first (in front of your email address). This will make it easier for your recipients to identify emails from you in their inbox. The entered name will be saved to the account settings and you can change it at any time.

    Note

    For the first mailshot, a preset default sender will most certainly suffice. Before you make commit to your choice, please pay attention to a brief introduction to the available sender’s types.

  • Send your first mailshot
    In the meantime, you can prepare your first mailshot. You will only be able to send it after receiving the registration approval report - more details on this can be found in the chapter Registration confirmation. Enter the mailshot name and you can begin.

Preparing the Mailshots

We will always guide you safely through the mailshot’s preparation in these four steps:

Step 4 Mailshot’s Content Type Selection and its creation

You can come back to all of the steps later from the menu Mailshots » Mailshots.

If you’ve successfully completed all these steps then you’ll see buttons at the top of the page to send the mailshot.


Sender Selection

Before you begin to create your first mailshot, get acquainted with the types of senders', that the XCAMPAIGNlight application offers.
You can, of course, use the default sender, or choose a different type in the menu Settings » Sender.

Regardless of which type of sender you use, it is important to specify the sender’s name.

How to Change Name Used for Sending

"Free" Subscription

If you are using the "Free" subscription, you can only make the change once, either here when you create your first mailshot, or when you select sender. Fill in the Name Used for Sending field with the name you will use and save the settings.

Paid subscription

For paid subscription variants, you can change the sending name repeatedly as needed.

Here you can change the name used for a specific mailshot.
Click on the Change Sender Name button and fill in the Name Used for Sending field the name to be displayed to the recipients of this mailshot.

Note

If you want to change the settings for all mailshots, please go to the sender settings.


Recipients Selection

When creating a mailshot, it is necessary to Choose Recipients to whom the mailshot will be sent.

After clicking on the button, you choose whether to

  • use one of the previously uploaded lists

  • upload a new addressee file (default settings)

The Option Select a List of Recipients

The XCAMPAIGNlight application remembers all uploaded (undeleted) recipients lists and offers them to you for selection.

Note

If you have chosen in Settings » Languages the I need to work with more languages option, only recipient lists with the same language as the mailshot being created and lists without a specified language are offered.

To find out what happens if you assign a recipient list with no language set to the mailshot, click here.

Click on one or more recipients lists in the overview that you want to use. For each list you can immediately see when the list was created and how many addresses it contains.

  • If there is only one number in the list, all addresses in the list are available for sending.

  • If there are addresses in the list that cannot be sent to, the number is written as "3 of 4", where the first number is the number of active addresses and the second is the number of addresses in the list.

If you select multiple lists, only one mailshot will be sent to each recipient, even if one of the lists contains duplicate addresses or the address is contained in multiple selected lists.

Searching the Recipients List

Enter the group of characters or the full name of the list, you are looking for, in the Search for list by the name field and the recipient list overview will be automatically shortlisted to only the lists that match your search.

Example of recipient list selection:

list_choose.png

Confirm your selection by clicking on the Save button.

The Option Import a List of Recipients

Have you not uploaded a file with recipient data yet or do you need to upload another one? You don’t need to navigate away from creating the mailshot.

You can upload a new file here:

list_import.png

  • Click Upload a File of Recipients.

  • Select a file from your device a choose Save. If necessary, you’ll go back by pressing the Cancel option.

You can find out how to prepare the file so that the import takes place in the correct way in the chapter Creating a New List.

Note

If you have chosen in Settings » Languages the option I need to work with more languages the mailshot language will be automatically assigned to the imported list.


Mailshot’s Subject

Your recipients have their email inboxes filled with different offers. The text you use for the mailshot’s subject must get the recipient’s attention enough to open the email!

What Should a Subject Look Like?

  • Give short and accurate formulations.
    Remember that longer text will put off mobile phone users, which is where the majority of emails are first viewed.

  • Analyze your previous mailshots
    Return to your finished mailshots. Mailshot statistics will disclose to you what needs to be improved.

  • Personalize the subject
    Most recipients prefer to open an email that has their name in the subject line.

  • Distinguish your email using emojis.
    Use emojis carefully; there is such a thing as too much of a good thing. The text must remain understandable to everyone. Carefully test that the emojis will display properly on all devices, otherwise interest in your message will drop.

Don’t Know How To Enter an Email Subject?

Click on the Change Subject button, enter the desired text in the Subject field, and save the changes (the Save button).

Note

If you haven’t opened the mailshot editing tool, you need to first go to the mailshots overview, select the mailshot you requested, and select the Edit option from the role-"icon" alt-"dots.svg" context menu.

Preheader Text

Do you want your recipients to notice your email promptly and want to open it?
Insert an engaging summary text in your email that won’t fit into overcrowded email inboxes!
You will get closer to your customers.

The text appears in the Inbox immediately behind the subject and can pique the interest and attract the recipient’s eye.

Don’t Know How To Enter Preheader Text?

As with the mailshot subject, click on the Change Subject button, enter the desired text in the Preheader Text field, and save the changes (the Save button).

Personalizing Mailshot Subject

A properly prepared personalized email subject may be to your advantage.

For the mailshot to work properly with personalization, insert a specific tag in the desired place of the mailshot subject. Enter it in the format [xp.columname].
The column names defined in the menu Settings » Data Structure » Recipients' Data Structure are intended for mailshot personalizing.
You need to put a specific Column Name in the place behind the point.


An example of using subject personalization

Entered subject:
A 50% discount just for you, [xp.first_name]!

An email’s subject in the recipient’s inbox, e.g.:

A 50% discount just for you, Oliver!


Note

Before you use personalization, make sure you have the data available for all recipients.
A poorly personalized object often causes more damage than an unpersonalized object!


Mailshot’s Content Type Selection

When creating a mailshot, it’s important to think through and hit the right content to get your recipients interested. It’s the last of four steps to close out mailshot preparation:

add_content.png

Click on the Add Content button and in another window Choose the content type.

You have three options to choose from:

  • Template Library
    Here you have a choice of several prepared mailshot templates.

  • Own HTML Content
    Use this option to upload ready-made custom HTML content.
    This functionality is available in the paid version, which you can activate in the menu Subscription and Billing.

  • Forward your own email
    Create an email in your postal client according to your ideas and send it to us. We will create a mailshot from it for you.
    This functionality is available in the paid version, which you can activate in the menu Subscription and Billing.


Template Library

Our experienced team of designers has prepared a set of templates for you that will always make your emails look professional. You’ll find it in Create » Create a Mailshot in the final step of creating a mailshot. After clicking on the Add Content button select the Template Library tab.

All templates have a responsive design and are optimized for opening in regular mail clients. The content you send will be displayed to your readers correctly.

Choose the template from our menu that best meets your requirements. In our library, you have access to a variety of themes and design sets and text blocks to edit.

A more detailed description is opened by clicking on the template’s preview. Then all you have to do is choose the option Use this template.

All you have to do is swap pictures, add texts and links, select the colors matching your corporate identity, and you are done. Moving, deleting, and adding blocks is a matter of course.

The template library also includes help with an overview of all the available elements. It makes it easy to redesign the content to fully suit your needs.

Example Template Library

choose_content.png

Favorites

Your Favorites Mailshots may be at the top of the template overview. You can recognize them at a glance because of the 24 icon. The name is based on mailshots that have been marked as such.

Your design changes can easily be applied to all your other mailshots.

You can define a custom template description in the template details to make it easier for users to decide when choosing it. Use the Edit Description option to enter the necessary information using a simple text editor.


Own HTML Content

If you choose the Own HTML Content option in the fourth step of mailshot creation, then you must have a properly prepared HTML file on your device.

Note

We strongly recommend that only users with experience in creating mailshot in an HTML format choose this option.

The uploaded HTML file must not exceed 100 KiB. You will then see the name of the uploaded file and its preview, directly in the fourth step of mailshot preparation.

After the content is uploaded, you continue and complete the mailshot. You can change your selected content type only to Forward your own email. The option to select a template from the library is no longer available.

Note
  • Your email by law must contain an unsubscribe link, without it the mailshot cannot be released for sending. Be sure to insert it into your mailshot’s content.
    Instead of a destination URL, insert the parameters [xp.removeOpt] into the link.

  • If you want to use a link to view the email in a web browser, insert the [xp.previewURL] parameter into the mailshot’s content. The parameter must be inserted instead of the link’s destination URL.

You can add these links to the content additionally when editing mailshot content.


Forward your own email

When creating a mailshot, you can the choose Forward your own email option in the fourth step.

If you need to send a simple email, or you already have, for example, prepared company emails, this type is the fastest way to create the mailshot. Creating your own HTML content or adapting our templates to your corporate design doesn’t have to be complicated. Simply send the requested content of the email to XCAMPAIGNlight directly from your mail client (this can be MS Outlook, for example). You can, of course, insert links as well as images into the email.

The images will then be uploaded to your gallery (menu Settings » My Files » Gallery).

When the Start Process button is pressed, a link appears with an automatically generated email address. This is only valid for one content upload to the mailshot.
If you click on the email, your default mail client will open. You can also use the copy.svg button to copy the email address to the clipboard and paste it as the address of the recipient of your email.

Then you just have to send the ready-made email to the generated email address. A confirmation will be delivered to your email address within moments that your email has been successfully processed. The last necessary step is to send a mailshot.

If for whatever reason, you choose not to proceed further, you can use the Cancel process button to go back and abort the process.

Note
  • Your email by law must contain an unsubscribe link, without it the mailshot cannot be released for sending. Be sure to insert it into your mailshot’s content.
    Instead of a destination URL, insert the parameters [xp.removeOpt] into the link.

  • If you want to use a link to view the email in a web browser, insert the [xp.previewURL] parameter into the mailshot’s content. The parameter must be inserted instead of the link’s destination URL.

You can add these links to the content additionally when editing mailshot content.


Mailshot’s Content Editing

It doesn’t matter how you’ve added content to your mailshot. You can always edit it directly in the XCAMPAIGNlight application.

The editing method depends on the type of mailshot content you choose:

In all three cases, you’ll run editing from the mailshot’s details (by clicking on the Modify Content button under Mailshot Content).

Editing The Content (the Template Library has been used)

If you have a template selected, you will definitely need to customize and edit it.
The editing tools appear on the right after clicking on the selected block.

More detailed information about using templates can be found in the part for editing mailshot content (see the Template Description item in the dots.svg context menu). Here we will list only the basic options.

Moving Blocks

You can easily move the blocks up or down using the "up.svg and down.svg icons, or you can simply grab a block and drag it to the desired place.

Moving a block in the header/footer position is not supported.

Copying Blocks

The copy.svg icon will copy a block to the end of the content and then you can move it anywhere as described above. Copying a block in the header/footer position is not supported.

Adding and Deleting Blocks

To add a new block, click on the add.svg icon. The block is inserted at the end of the content and from then you can move it to the desired location as mentioned above.

You can delete unnecessary blocks by clicking on the deleter.svg icon.

Adding or deleting a master header/footer block is not supported.

Block Type Change

If the block type isn’t suitable for a certain section of the content, you can exchange it for another. Just click on the settings.svg icon and select another block type.

Changing header/footer blocks is not supported.

Block Editing

After clicking on the edit.svg icon, the details of the design block opens, listing all of the editable variables. These can be a text box, a field for entering a link, a picture, a color, a specification of type od element, etc.

As for the design block 1-4 Icons and Content, this icon opens the details of the selected column, where you can change only the colors and, if necessary, the alignment of the text. Use the buffer.svg icon for common settings of the entire design block

For more details, see the Template Description.

Editing Content Uploaded by Choosing Own HTML Content and Forward your own email

You can, of course, edit the content uploaded to mailshot using the Own HTML Content and Forward your own email options.

The editing window is divided into two separate scrollable panels. On the left (editing) panel there is a load of HTML content, on the right there is a non-personalized preview of the mailshot.

To go back to the details of the mailshot, use the Done button.

In the right panel you can:

  • switch the preview for viewing on a computer or mobile phone.

  • View email and Send test email (both options can be found in the dots.svg context menu).

Editing Panel Description

At the top of the left editing panel is a set of buttons for easier editing. All the changes you make to the panel need to be confirmed by clicking Save. Then you can see the changes immediately in the right panel.

  • Insert
    Clicking on this button opens the menu for inserting specific links. Choose whether you need an Unsubscribe Link (it is inserted in the last line of HTML content), or a Preview Link to view the email in a web browser (it is inserted in the first line of HTML content).

  • Find
    This allows you to search through the HTML code. Enter the search text in the box and press ENTER.
    It is possible to search the code using regular expressions as well, then insert the search term in between //. This search is for more advanced users. If the regular expression means nothing to you, then do not use this option.

  • Replace
    This replaces the text you typed with another. Type the replaced text, press ENTER, type new text and press ENTER again. Confirm or cancel the replacement using the corresponding button.
    You can also replace all occurrences of the text that you entered.

  • Undo, Redo, Revert
    Use these buttons to undo or repeat the last action you took.

  • Revert
    It will cancel any unsaved changes - this step needs to be confirmed.


Mailshot’s Content Personalization

When creating a mailshot from the Create » Create a Mailshot menu, personalization can be used in the subject line line and within the content itself.

To be sure the mailshot works properly with personalization, insert a specific tag into the desired place. Enter it in the format [xp.columname].
The column names defined in the menu Settings » Data Structure » Recipients' Data Structure are intended for mailshot personalization.
You must put a specific Column Name in the place behind the dot.


An example of using personalization
[xp.salutation] [xp.first_name] [xp.last_name],

The resulting text in the email will include the following when using that tag and test values:

Hello Peter Novak,


Some of our mailshot templates already include a block for personalized recipient salutations. You can use them, or create your own personalized text.

If you use Own HTML Content or the Forward your own email option when creating a mailshot, be sure to put personalized tags into the content before uploading it to the application.


Mailshot’s Testing

View Email

Once you’ve finished preparing your mailshot, you can check whether the email will come to customers in the form you expect.
This step is very important because you can catch mistakes in time, so this step should not be left out.

Use the View email option for this. It’s available in the dots.svg context menu in the both the mailshot’s details and the mailshot’s overview.

Note

If the option isn’t active, check whether the mailshot’s content has been defined.

Personalized Preview

If you are using personalization in your mailshot content or in the subject, the option switch.png Personalize using test values must be activated in the mailshot preview.

preview_menu.png

Use the Source of Values option to determine whether personalization tags will be replaced in the preview:

  • Default value
    (test the value that is taken here from the values filled in in your data structure).

or

  • the selected recipient’s data
    (if you have attached an address list to the mailshot, the menu will also contain the first 10 address records from this list).

In the email preview, you can check:
  • whether you’ve set up your personalization correctly,
    i.e., if the values you listed as the test values are automatically filled in (see the chapter Recipients' Data Structure)

  • the quality of the address list used
    if personalized previews using recipient data lack the desired values then we recommend checking the entire address list or changing the mailshot’s content

  • the correctness of the links entered,
    i.e., whether the desired page opens after clicking on the links

  • how an email displays on various devices (desktop, tablet, mobile phone)
    preview switch using the corresponding device icon in the top right corner

  • sender’s name

  • subject and preheader if used

Send Test Email

You can also check out your mailshot using the Send test email option in the dots.svg context menu.
A new window will open.

Note

If the option isn’t active, check whether the mailshot’s Mailshot’s Subject and content are defined.

If you are using personalization in the mailshot, activate the switch.png Personalize using test values option using the switch. Instead of personalization tags, the test values you entered in the menu New Address List will be used.

Then just click on the Send button and the test email will be sent to your email inbox. You will then check the email to see if the content matches what you wanted to produce.


Sending Mailshot

Do you need to send a mailshot?
If you have finished with mailshot preparation including it’s testing, then nothing is stopping you from releasing the mailshot to the sending process.

You just need to specify when you want to mail it out. You can choose from the following sending options:

Both choices are available from both the dots.svg context menu in the mailshot overview and in the mailshot’s details.

How Emails Are Sent

Ideally, emails will be sent to all the addresses of the chosen address list. But this is rarely the case in practice.

A number of email addresses are excluded before the emails are sent out.

The application checks first to see if:

  • an email address can be used for sending (i.e., whether the recipient is Active)

  • the content and subject of the created email are, for the specific recipient, in good order (i.e., whether it is empty or not)

  • you have processed responses to your mailshot

  • you have a sufficient number of emails in your subscription

Emails are sent only to the email addresses that successfully pass this check. Then you can clearly see in the mailshot statistics the differences between the size of recipient list, created, and actually sent numbers of emails and the analysis of the reasons for excluding the addresses from sending.

If problems are found preventing the mailshot from being sent, they are listed in the confirmation dialog. Until the errors are corrected, the mailshhot cannot be sent.


Send now

One of the mailshot confirmation options is the choice Send now. You can find the button at the top of the mailshot preparation window.

Use it if you don’t want to schedule the mailshot to be sent at a specific date and time.

Once you click on the button, a confirmation window will appear. The following information is given:

  • Whether the mailshot is all right and can be sent.

  • How many active addresses are in the selected recipient lists.
    You have an idea how many emails can be drawn from your subscription if the number of active addresses does not change before the mailshot is sent.

  • A warning of any errors that have occurred in the mailshot that still need attention.
    Using the Cancel button you can go back to the preparation stage and correct the named errors.

If your email is in fine, then click the Send now button. The notification "Mailshot has been released" will appear in the bottom right corner.
And now it’s sent. Emails sent to active recipients will be deducted from your subscription.

Note

You can also find the Send now option for any properly prepared mailshot in the dots.svg context menu, and it can be used at any time.


Send later

Do you want to schedule a mailshot for a specific date and time? Then the Send later option is the right choice. You can find the button at the top of the mailshot preparation window.

Once you click on the button, a confirmation window appears where you can schedule the mailshot to be sent by entering a date and time.

Click the Continue button to see the confirmation window. The following information is given here:

  • Whether the mailshot is all right and can be sent.

  • How many active addresses are in the selected recipient lists.
    You have an idea how many emails can be drawn from your subscription if the number of active addresses does not change before the mailshot is sent.

  • A warning of any errors that have occurred in the mailshot that still need attention.

If there are errors in the mailshot, go back to your preparation using the Cancel button and correct the listed errors.

If everything is in order, click Send now.
A notification email will be sent to your address.
Information that the mailshot is waiting to be sent will appear both in the mailshot’s details, and in the mailshots overview.

Checking the Mailshot at the Time of Dispatch

As soon as the sending time comes, checking the status of the recipients is performed. It may happen that you send a different number of emails than the number that was shown to you during validation. You can send:

  • Fewer emails
    The situation occurs in the following cases:

    • The recipients list included the inactive addresses when the mailshot was prepared to be sent.

    • multiple lists are used, that contain duplicate addresses.
      The email is not sent to the duplicate address.

  • More emails
    This may happen in the following cases:

    • The addresses are stored to the selected recipient list using your signup forms.

    • You added new addresses to your recipient list after you confirmed the mailshot to be sent.

  • No email
    If you do not have a sufficient number of subscribed emails, the mailshot dispatching is canceled, the mailshot is returned for processing, and a notification email is sent to your address. Once you have resolved the situation (see section Current Plan of the Subscription), you can release the mailshot again.
    This situation may be caused by:

    • The already mentioned registration of new subscribers to the used recipient list.

    • Sending of other released mailshots that have exhausted your subscription.

    • Additional adding addresses to the used list.

    • Exceeding the daily limit for "Free" subscriptions.

How to Take Back a Released Mailshot

If you change your mind about mailshot sending for any reason, click on the option Take back.
You can find it in the dots.svg context menu in the mailshot’s details or in the mailshot overview, if email sending has not yet started. Thereafter, mailshot can no longer be taken back.


Clone Mailshot

Cloning a mailshot is another useful tool in the XCAMPAIGNlight application.
You can clone any completed or draft mailshot. You can find this tool in the role-"icon" alt-"dots.svg" context menu in the details of every mailshot.
Name a new mailshot and choose the Clone option. It will then appear in the mailshot overview.


Mailshots List

A summary of all mailshots in any of their statuses can be found under Mailshots » Mailshots.

Mailshot Filtering

You have a choice of several filters to search for your mailshots:

  • Search for mailshot by name
    Just type part of the name into the field and the application will search for all the mailshots in which this part of the name appears.

  • Selected mailshots according to the date of creation
    using the options Created from and Created to.

  • Status of the mailshot you are looking for and/or displaying only your favorite mailshots
    Both options are available in the selection field with the default value All.

    filter.png

Mailshot Statuses

You can tell the mailshot status immediately by the icon displayed to the left of its name.

  • 24 Active
    It is used for mailshots in progress.

  • 24 Active
    It is used for mailshots with a confirmed sending time.

  • 24 Archived
    It is used for mailshots already sent.

If there is 24 next to the mailshot status icon, then the mailshot belongs to one of your favorites.

Context Menu for Mailshots

A context menu with additional options is available for each mailshot. You can view it by clicking on the dots.svg icon.

  • The active options in the context menu depend on the degree of the mailshot’s readiness.

  • If an option is not currently available for a mailshot then it will be grey.

  • The Favorites option is only offered for mailshots with content created using the Template Library. Learn how to work with this option here.

context_mail.png

Favorites Mailshots

If you used the Template Library to create mailshot content then you can include the mailshot among your favorite mailshots. Simply select the 24 Favorites option in the dots.svg mailshot context menu.

You will find mailshots marked in this way as a new template in the Template Library. They will automatically be placed at the top of the list.
All of your changes to the default template look will remain in your list of favorites and you can easily create mailshots that are identical in design.
You can recognize a template from your favorite mailshot by the icon 24. The template name is taken from the name of the mailshot. You can add your own description to your favorite templates. You can favorite as many mailshots as you like.

Favorites mailshots can be easily filtered in the mailshot overview, and you can recognize them at a glance by the icon 24 that appears along with the mailshot status icon.

Has a mailsot stopped being one of your favorites? Then just select the 24 Unfavorite option in the mailshot’s context menu and it will be removed from the Template Library.

Responses (Bounces)

Responses Overview

You may know the response to delivered emails by the term "bounce." Bounces can be sent by the recipient’s mail server or by the recipients themselves. Remember that you are required by law to process "Unsubscribe" responses.

Response Category

In principle, the responses can be divided into the following categories:

  • Out of Office note
    the recipient has an auto-response set for the duration of his or her absence

  • Mailbox full
    automatic response from the recipient’s mail server - the recipient has a full mailbox and your email can’t be delivered to them

  • Email address not valid
    automatic response from the recipient’s mail server - the given email address does not exist

  • Unsubscribe address
    the addressee replied to the email requesting to be unsubscribed from your emails

Automatic Response Processing

We are able to automatically process some answers for you. If we find a keyword associated with a certain type of response in the subject or in the content of the mailshot, then we mark the answer with the corresponding type of response and delete it.

Note

Automatic response processing is only available for paid subscription and also depends on the sender’s settings.

You can then see (namely in the Statistical Overview statistics -Soft-Bounce) if and how many individual types of responses in the mailshots statistics have been processed.

Manual Response Processing

If none of the monitored keywords are found in the response, then it is automatically included in the list of responses requiring manual processing (menu Mailshots » Responses (Bounces)).

Note

Do you not have a paid subscription? Then manual processing will be required for all the responses.

We Check Whether You Process the Reponses

It is your responsibility to check for unprocessed responses periodically and manually process them.

The application regularly checks if and how often you process the responses. If a violation of the rules is recorded, you will be alerted to the situation and depending on the number of your violations and the type of your subscription, you may not be able to send the prepared mailshot.

"Free" Subscription
With this subscription option you must not have any unprocessed responses at the time you want to send the mailshot. If you have an unprocessed resonse you cannot send the mailshot.
You are also alerted to this fact by a warning in the Emails Responses Overview widget and at Sending Mailshot.

Paid subscription
For paid subscription option, you must not have a unprocessed responses older than one week.
If you have an unprocessed response, do not send another mailshot until you will process the these responses.
You are also alerted to this fact in the Emails Responses Overview widget and at Sending Mailshot. This warning will be shown to you maximum 5 times when sending a mailshot. After that, you will not be able to send the mailshot until you will process the responses. Therefore, we do not recommend sending when the warning is displayed.

Description of the Responses Summary

The overview shows:

  • Response Date
    Date and time the response was sent.

  • Subject
    The subject of the email to which the response relates

  • dots.svg
    context menu for manual processing.

The chapter Responses Management explains how to process these responses.

Note

Do you want to keep track of how many returned responses are waiting to be manually processed each time you log into the application?

Add the widget Emails Responses Overview to your dashboard.

  • A different icon will immediately alert you to whether you have a "clean" inbox or not.

  • the widget includes a direct link to the menu Mailshots » Responses (Bounces), where you can resolve these responses.

The Sender’s Settings do not Allow Automatic Response Processing

If you used an Advanced or Custom Sender and its MX Record the response isn’t directed to the XCAMPAIGNlight bounce server and recipient replies won’t be delivered to the XCAMPAIGN server. In this case, response management is fully directed to you. The Mailshots » Responses (Bounces) menu is then irrelevant to you, as is the widget Emails Responses Overview.


Responses Management

For each unprocessed response (menu Mailshots » Responses (Bounces)) you can find the dots.svg context menu which contains the following options:

  • Edit
    It opens the Response Details with the processing buttons. The processed response will then be included in the mailshot statistics.

  • Delete
    After clicking on the button, the response will be deleted. We recommend using this option if you’re really sure it’s not an Unsubscribe.

Response Details

You will find the following information in the details for each answer:

  • basic email identification (email subject, mailshot’s name, Response Date, Recipient)

  • Bounce Content
    The response content automatically converted to a more readable form. It does not contain an email header.

  • Raw Response Content
    Response to an email as received by the XCAMPAIGN server. The email header is also included.

  • Response processing buttons

A Description of The Buttons To Manually Process The Response
  • Out of Office note
    This response indicates that the recipient is absent. When you click on the button, the corresponding type of response will be assigned to the response and the response will be deleted.
    You can find this action in the mailshot statistics Statistical Overview under the item Soft-Bounce - Out of office.

  • Unsubscribe address
    The addressee does not wish to receive any more emails. By clicking on this button the recipient will be unsubscribed from your emails and the response will be deleted.
    You can find this action in the mailshot statistics Statistical Overview under the item Unsubscribed.

  • Email address not valid
    The email address has been evaluated as unknown, or, for example, the recipient requires his account to be canceled. It will be deactivated and the response will be deleted after clicking on the button.
    You can find this action in the mailshot statistics Statistical Overview under the item Errors.

  • Mailbox full
    This response signifies a full inbox. When you click the button, the corresponding type of response will be assigned to the response and the response will be deleted.
    You can find this action in the mailshot statistics Statistical Overview under the item Mailbox Full.

  • Forward to me
    The recipient has given information in the contents of the email that requires further processing (e.g., an inquiry into the processing of personal data, etc.). Enter the email to which you want to forward the message.
    You can find this action in the mailshot statistics Statistical Overview under the item Forwarded.

  • Delete
    After clicking the button, the answer will be deleted. You can find this action in the mailshot statistics Statistical Overview under the item Deleted.

Reports

Mailshots Overview

The XCAMPAIGNlight application displays all finished and sent mailshots in the main menu in the section Reports » Mailshots Overview.

You will find out when and how many emails were sent and delivered.
You can filter them by name or you can extend the filter using the option More Filters. Then you can specify the date when each mailshot was created.

You’ll see the number of emails for selected indicators on each of the lines and also the report’s preview on the right. Among the indicators presented here are sent.svg Delivered, opened.svg Opened, and clicked.svg Clicked emails.

You will also find the dots.svg context menu for each of the mailshots with the following choices:

  • View email
    This option makes it easy to preview an email.

  • Reports
    If you choose this option, the detailed statistics of a selected mailshot will be opened. You can choose tabs with various types of statistics and you can monitor the mailshot’s success.
    This statistic consists of a graph with summary data and a table with a more detailed analysis of the data obtained.
    The table can also include data that is not presented graphically.

The following statistics are available:

Statistical Overview

The first tab of reports (Reports » Mailshots Overview » Reports) is Statistical Overview.

This statistic consists of a graph with summary data and a table with a more detailed analysis of the data obtained.

Export Statistics

If you are using a paid subscription, individual data in the Quantity column can be exported by clicking on the export-link.svg icon.

You can specify the Name of the Export, File Encoding, and Field Separator.

You will be automatically informed when the export is finished (more information can be found here). The file contains the emails of recipients for whom a given response has been recorded, along with the date the contact was created, unsubscribed, or deactivated (if this data exists).

Monitored Data

The following picture will help you better understand the whole process of production, sending (dispatching), and feedback, as well as your mailshot statistics.

graph_legend.png

Production

  • Emails in the list
    The number of addresses in the used list. This is a summary of the number of addresses which were uploaded to the XCAMPAIGNlight application within the list, regardless of the current status of the recipient.

  • Created
    Only email addresses with the correct email format will be used from the address list to create emails. The number of emails actually created may therefore be lower.
    You will find this information only in the table below the graph.

  • Excluded
    The number of recipients who didn’t meet the conditions for preparing and sending an email. Their sending was undesirable due to poorly created content or due to regulations related to the recipient’s control. Possible reasons for the exclusion:

    • The recipient is not active
      The number of recipients from the list with the status Disabled.
      You can’t use these recipients for sending.

    • The recipient has unsubscribed
      The number of recipients from the list with the status Unsubscribed.
      You can’t use these recipients for sending.

    • Empty email subject
      The number of emails for which an empty email subject was found during production.
      This situation can occur if you only include a tag for personalization in the mailshot subject without any further text (e.g.,[xp.first_name]).
      If the uploaded recipients' data is missing a value for personalization, then the subject would be empty and the email can’t be sent.

Dispatch

  • Sent
    All created emails which met the conditions for sending (they weren’t excluded). It is the difference between the items Created and Excluded.
    This number was deducted from your subscription when you sent the mailshot.

  • Delivered
    All sent emails which were successfully forwarded to the recipient’s email system. It is the difference between the items Sent and Undelivered.

  • Undelivered
    The amount of emails that couldn’t be delivered to recipients.
    This may be due to a non-existent email address (Hard-Bounce)or temporary problems on the site of provider (Soft-Bounce on Mail Engine).
    If this number worries you, give attention to the regular maintenance of your address list.

Feedback

  • Opened
    How many recipients were so interested in the email that they opened it. The email is considered open even if the recipient clicked on the link or the email was displayed with allowed images.

  • Clicked
    Are you interesting enough to your recipients that they clicked on one of the links in the content of the emails? You can find out how many there were in total (only the first click counts) right here.

  • Web Preview
    The number of clicks on the link to preview the email.

  • Unsubscribed
    It is possible that some recipients have unsubscribed. You will find this information only in the table below the graph.

  • Soft-Bounce
    The number of emails for which a response (bounce) has been recorded and processed (bounce).
    Unless otherwise stated, the statistic may contain both a summary of automatically and manually processed responses. This is due to the selected subscription type.
    If a Soft-Bounce has been recorded for the mailshot, then a more detailed analysis is given here. You will be able to find out what type of response it was:

    • Out of office
      The number of recipients who have an automatic response set up in their client during their absence.

    • Deleted
      The number of responses for which the response type has been set to Delete.

    • Forwarded
      The number of responses that have been forwarded.

    • Virus
      The number of responses that were processed automatically as a virus.

    • Errors
      The number of responses that were processed automatically as an error.


Preview with Clicks

You’ll see which of the links your readers found interesting in this statistic.

It contains

  • A mailshot preview
    Each of the clickable links displays a tag with the number of clicks and its percentage. Each of the values has its own color.

  • An overview list with links and the total clicks on individual links.


Development Over Time

The next tab of reports (Reports » Mailshots Overview » Reports) is Development Over Time.

The XCAMPAIGNlight application allows you to monitor mailshots considering to the time when they were Delivered, Opened, Clicked, and when Unsubscribed occurred.

You have an overview by hours and by days:

  • Hourly Statistics
    This statistic shows the progress of sending emails and the recipients’s reactions within 3 days of the mailshot being sent. The data is presented at hourly intervals.

  • Daily Statistics
    This statistic shows email sending and recipients' reactions (opening, clicking, etc.) for 7 days. If a recipient clicked on a link repeatedly, each click will be at the corresponding time interval listed. The data is shown day-by-day and are not consolidated. That is, the number of reactions may exceed the numbers shown in individual statistics.

Individual data series (or their graphical representation) can be switched on and off in the graph by clicking on their name in the graph legend.
The graph also supports zooming by marking the area of the graph with the mouse. Zooming can be reset back to the original size using the button Reset Zoom.


Location

The XCAMPAIGNlight application can show you in which locations emails were delivered and opened. The delivery location is only approximated.

Note

This statistic is only available for mailings where at least one opened email has been recorded.

You can choose from the two following types of statistics:

  • Opened Emails
    The filter for emails that the recipients opened. The opening location is determined by the IP address from which the email was first engaged or clicked.

  • Delivered Emails
    The filter for emails that were successfully delivered. The delivery location is determined by the server which receives the email (MX server)
    If an email has been opened or clicked on, then the delivery location will be determined by the IP address from which the email was first engaged.


Technology

The next tab in the mailshot statistics (Reports » Mailshots Overview » Reports) is Technology.

These statistics will show you on which devices, operating systems, and in which applications, the recipients most often open your emails.

These statistics only show openings from HTML emails with allowed images.

Use the Opens in Statistics option to switch the statistics to the following views. Your selection then affects the data in all of the statistics on this tab.

  • First Opens
    If this option is selected, the sub-statistics on this tab will include only the data for the first technology that the opening occurred on.

  • All Opens
    Default settings. The application and operating systems of all other openings will also be included in the statistics, if not already opened at that type. The total number of openings may be higher than the number listed in the Statistical Overview statistic, where only the first opening is counted.

Statistic shows the following data views:

  • Email Opens According to Device Type
    It will show you a basic comparison of the devices on which emails were opened.
    You can limit the selection to Mobile Devices, Desktop Computers and Similar Devices, or All Devices.

  • Email Opens According to Client Application
    This evaluates data by the type of client application in which the emails were opened. You can limit the selection to Mobile Devices again, Desktop Computers and Similar Devices, or All Devices. This setting is also common for the following statistics.

  • Email Opens According to Operating System
    This evaluates data by the type of operating system in which the emails were opened.


Domains

The last tab of reports (Reports » Mailshots Overview » Reports) are the Domains.

Are you interested in how the recipients of the most represented domains react? The graphs in front of you compare the data.

The graph always shows the 10 most represented domains, in the table there are 100 domains. The remaining domains are listed as Others.

The statistics Domains shows the following data:

Note

The description is given only for indicators that are not included (and therefore also explained) in the mailshot statistics Statistical Overview.

  • Sent

  • Delivered

  • Undelivered

  • Opened

  • Clicked


Recipient Analysis

The XCAMPAIGNlight application offers two types of analyses (Reports » Recipient Analysis)


According To Status

The statistics show the distribution of addresses by recipient status at the time of the last address analysis. Click on the Recalculate button to get the current data. You will receive a notification by email when the analysis is completed. If the statistics are not shown, no analysis has been calculated yet.

If there are email addresses in your portfolio that do not have a complete registration, or are unsubscribed, or excluded, their percentage will appear in the table below the graph. Otherwise, the table shows only Active and Total.
Data series (or rather their graphical representation) can be switched on and off by clicking on their name in the chart legend.


According To Internet Domain

These statistics show the active recipients’ distribution by internet domain.
The graph shows the 10 most represented domains, the table shows 100. The remaining domains are listed as "Others".

You will get the most current data using the Recalculate button.
After the analysis is complete you will receive an email notification. If the statistics are not shown, no analysis has been calculated yet. Data series (or rather their graphical representation) can be switched on and off by clicking on their name in the chart legend.

FAQ

Subscription

If I cancel mailshot sending, will the emails from the subscription will be returned to me?

They will be returned. You will not lose them. They will be available again for the next mailshot.

What will happen if I don’t renew my subscription?

If you have any emails left after your subscription expires that you purchased as part of the expansion packs, you can use them.
If you don’t have any more emails available, activate one of subscriptions.

Can I buy packages if I don’t have a subscription?

No. Additional email packages are only available for paid options.

Do I have unlimited access to the Free subscription?

The subscription is not limited in terms of time. When using it, you will be limited to a daily limit of emails sent and limited functionality.

For how long is a subscription valid?

Subscriptions are valid for 30 days after the purchase.

Does the purchased package have a limited validity?

Packages are valid for 30 days after the purchase.

Is it possible to disable automatic renewal?

Yes. It is possible to do this from the context menu of the given subscription plan at any time.

Do I have to wait for my subscription to end to change it?

No, you can change it at any time. The emails that you haven’t used yet from the previous subscription will be transferred automatically and used first. After they are used up, emails will be drawn from the new subscription.

My subscription is ending and I have some active emails left that I bought within the package, can I use them?

Yes, you can do this, if you will renew your subscription before the package’s validity expires.

What are the differences between a free subscription and a paid subscription?

A detailed overview of the differences can be found here.

Recipients' Lists

What data formats are supported for uploading the address list?

You can simply prepare the file in MS Excel (XLSX format) or use the CSV data format with UTF-8 encoding. See the details for file preparation here.

Can I prepare the CSV file in any encoding?

No, you can’t. Please use UTF-8 encoding. Otherwise, the data will not be displayed correctly. See the details for file preparation here.

Can I choose any column separator when preparing a CSV file?

No, you can’t. To separate the data columns, please use one of the following options: ",", ';" or "TAB."

Can an email address uploaded to XCAMPAIGNlight application contain diacritics and special characters?

Yes, it can. The XCAMPAIGNlight application has no problem sending email to addresses that have diacritics and special characters.

What happens if I upload an email address in an invalid email format?

When data is uploaded, the format of the email address is automatically checked. If the data does not match this format (e.g., it is missing @, etc.), the given data row is listed in the notification email. This is sent automatically when the data list upload has finished. We recommend correcting the data in the uploaded file or deleting the entire data row and reloading the file. If you leave a bad record in the uploaded address list, this addressee will be removed from further preparation when releasing the mailshot.

Do I have to have columns in the file named the same way as my data structure is in the application?

No, you don’t. The application automatically recognizes the email address column. For other columns, it will offer you the option to manually pair your data and the Data Structure set up in the application. On the next data upload, it will offer you this manual pairing automatically and you will then just confirm or adjust, depending on your data.

Can I add more addresses to already existing lists?

Yes. If you create a new file with recipients, you can upload it to the application using the Add New Recipients option. For details, see here

If the recipient unsubscribed, will this address be disabled in all the address lists in which they are present?

Yes. If you select any mailshot list that contains this recipient’s address, their email address will always be automatically excluded from sending.

How do I find out which address lists have a specific email address in them?

You can search for a specific email address in the address list. This search is available when you click on the More Filters option.

How do I find out which mailshots were sent to a specific email address?

You can search for a recipient email address in the Recipients » Recipients menu. You’ll see all the mailshots sent to this address in the details on the Recipients » Recipients tab.

Can I export a list of all email addresses, regardless of the sheet in which they appear?

Yes, just click the Export Recipients button on the Recipients » Recipients menu.

How do I export a list of unsubscribed addressees?

When exporting addressee data, select the Unsubscribed Recipients in the What Data to Export option. To start the export, press the Export Recipients button in the menu Recipients » Recipients.

Can I unsubscribe or deactivate the addressee manually?

Yes, you can. Just look up the given email address in the menu Recipients » Recipients, open its details and select the desired Status. More information can be found here.

Can I reactivate recipients who unsubscribed using the link in the email?

No. If the recipient unsubscribed on their own, they can no longer be activated.

Sender

Do you want your recipients to receive all emails with your own email address?

Set up an advanced sender or have one set up for you.

What are the benefits of setting up an advanced sender?

You can choose an address with your own company domain and the recipients will identify you quickly and easily. If the sender is set correctly, then it contains all the security and you can be sure that your emails will be safely sent out and will also be delivered succesfully.

I don’t know, how to set an advanced sender.

If our Help does not help you, please refer to your IT department and ask them for help setting it up. It will not be a problem for them.

Do I have to use a subdomain to send to an advanced sender?

You don’t have to, but it is advantageous. The DNS record settings will not affect common communications with customers or suppliers. Your emails from customers/suppliers will not be automatically processed via bounce filters and will not affect your sender’s reputation.

Is it necessary to use a verification code for the advanced sender?

Yes, you are preventing the unauthorized usage of your domain to be sent. If anyone attempts to create a sender in the XCAMPAIGNlight application with your domain, the verification code will not be valid and the sender can not be activated.

Do I have to use DMARC with the sender?

Yes, you have to. DMARC unequivocally defines how fraudulent emails that were not successfully opened by the sender using SPF or DKIM records are dealt with. Your recipients will not find fraudulent emails in their inboxes that have been sent using your name (this applies only in the event that the policy settings "reject" applications for all emails).

Is it necessary to enter CNAME records?

Yes, it will improve your sender’s reputation. If the links in the mailshot do not point to your domain, they can be evaluated as SPAM or phishing.

Do I need to use an Advanced Sender?

Once your free package expires, you need to set up an advanced sender. The default sender is for application testing only and is available within the free package. More details about settings can be found here.

Mailshots

How do I create and send a mailshot as quickly as possible?

We have prepared a tutorial as one of the quickest variants for you. It will take less than 10 minutes to complete.

Is it possible to change the mailshot name?

Yes. It is possible using the command Edit mailshot name placed below the mailshot name.

What is the maximum allowed size for a recipients' data file?

The maximum allowed file size is 5 MiB.

Why can’t I upload the recipients' data file?

Please check the file type and size. You will find the exact description in our Help.

Can I assign multiple lists to a mailshot?

Yes you can. You can find more information here.

If the same email addresses are in the selected recient lists, will the recipient receive only one email?

Yes. Any duplicates are ignored, the email is sent only once.

Can I change the content type retroactively?

When you are preparing the mailshot, you have to consider if you want to work with a template or another content type. You can’t retrospectively change the content type in an unfinished mailshot.

Why I can’t upload an HTML file from my computer?

Check the file size, please. The maximum allowed size must be less than 100 MiB.

I exported the list of recipients and now I can’t find it.

You will find it in the part Settings » My Files » Downloads

During the mailshot release an error message appeared that the unsubscribe link isn’t present, how I can create it?

Read our application tip What Must Each Mailshot Contain or you can look into this part of the Help.

I would like to create my own content, is there some basic empty template in the application?

You won’t find an empty template in the Template Library. Choose a template structure that best fits your needs. Each one can be customized. Then just mark the edited mailshot as your favorite and it will be included in the Template Library.

If I choose a template type, can I change it retrospectively?

It isn’t possible unfortunately. Once you have selected one type, it isn’t possible to choose another one. The only option is to restart mailshot preparation from the beginning.

Can I filter according to the mailshots used most frequently?

Yes, you can. You can mark each mailshot by choosing Favorites in the context menu. Use the filter to select and display only the favorited mailshots.

Where can I best find out what my created mailshot will look like?

In the context menu, the option View email can be found to the right of the line for each mailshot. When you click on it, a preview of the mailshot will open. For more information see our Help.

Can I change the location of the blocks in the template?

Yes, just use the Drag and drop tool and place it where the application allows it.

I changed the name of the sender in the Settings, but the change didn’t take effect in the email preview.

You must change the sender’s name in the concrete mailshot.

I finished the mailshot, but don’t want to send it immediately, is it possible to send it later and shedule it for a specific date and time?

Yes, our application offers this option. The process is described here or in the part Mailshots » Send later.

I released the mailshot, but I need to cancel it, is it still possible?

Yes, if you have the Send later option selected and the email dispatching has not started yet.
The process is described here or in the Mailshots » Send later part.

Why can’t I format the texts in the mailshot in the same way as in ,say, MS Word?

We do not use manual formatting functions, as this often leads to mailshots being formatted too firmly, and then most of them being structured too differently.
In addition, we can no longer guarantee that the mailshots will be displayed correctly in all email clients.

How can I check to see if personalization of a mailshot is correct?

The option View email is available for each mailshot.

Can I prepare a multilingual mailshot?

If you activate the option to work with multiple languages, you can prepare individual mailshots for your selected languages. You cannot prepare one mailshot that contains all the required versions.

Responses (Bounces)

Where can I quickly find all the recipient responses?

In the widget Emails Responses Overview on the dashboard.
You can manage it in the part Mailshots » Responses (Bounces).

How do I make sure I have "cleaned up"?

You should just manage bounces regularly and in a timely manner. The process is described here or in the part Mailshots » Responses (Bounces).

Do I have to process the responses?

Yes, you are legally obliged to do this and the application regularly evaluates whether you process your reponses.

What happens if I do not process the responses?

This depends on your subscription option and other circumstances such as the delay in processing or the number of warnings displayed. For a detailed description of this issue, see here.

Settings

Could other users be logged into the application?

Yes, if you have a prepaid account, it is possible to add 3 users. You can set them here or in the part Settings » Create a New User. We don’t offer this option for free subscriptions.

Can I customize my home page?

Yes, you can. Choose widgets from our menu with information you are interested in and they will be visible every time you return to your home page.

Can I send a mailshot even if I haven’t processed all steps from the Account Setup Progress widget?

Yes, you can. You can read which steps you need to have processed here.

Can I activate the option to work with multiple languages later?

Yes, you can. However, if you already have recipients lists, signup forms and mailshots ready, the language will not be set and you will need to make manual adjustments. All recommendations for this situation can be found here.

Forms

Does XCAMPAIGNlight offer registration forms?

Yes, it does. You have everything ready, just confirm or change the content and design and you can incorporate the forms into your website. The whole procedure is very simple. More information can be found here.

Are all registered addresses immediately available for sending?

No. Only email addresses, whose registration has been completed, are available for mailshots. I.e., the registered customer confirmed registration by clicking on a link in an email.

Can I customize the registration process?

No. The order of the steps is constant, none of the steps can be omitted.

Can the content and design of individual steps be changed?

You can edit the content of all steps as well as the design of the form. The one you select will also be used for both subsequent pages. The confirmation email design cannot be edited.

Do I need specific knowledge to change the design of the form?

If you choose from our two default styles , you don’t need any special knowledge. If you want to use your custom design, you can’t do without knowledge of CSS styles.

Is it possible to change the colors used in the form?

Yes, it is. Just select the Appearance option from the Custom menu.
Learn how to change colors here.

Can I test the process?

Yes, you can test the form using the option from the context menu. Details of testing are available here.

Can I find out which form the signup subscriber used?

Yes, in the recipient’s detail is the History of Status Changes section. Next to Web Form is the name of the form used.

Is there an overview of all addressees who have registered using the forms available?

To see this list, go to the Export Recipients section. Just select All Recipients From Forms under What Data to Export.

Can I edit usunbscribing pages?

Yes, you can. The process is similar to the application forms, the design and content can be changed. More information can be found here.

Can I skip the unsubscribe confirmation page?

Yes, you can. If you do not want the page to appear to the unsubscribed recipients, just turn it off. Find out how to do it here.

Other

What is the maximum capacity of the gallery?

The maximum capacity is set only for subscription variants "Free" and reaches 50 MB.

How do I find out how much space I have left in my gallery?

If you use a paid subscription, your Gallery is not limited. For Free subscriptions, you can find information about free capacity at the end of the introductory text under Gallery.

What types of files can I upload to the gallery?

The supported file types are JPEG, PNG, GIF, text files and PDF.

Glossary

Active recipient

an active recipient who opens the email and doesn’t log out

Advanced sender

personal secured email address that needs to be set up correctly

Bounce email

an email reply coming from recipients within the mailshot

Clicked email

a delivered, opened and clicked email

Created email

email, that was created in the XCAMPAIGNlight application and prepared for a mailshot

CRM system

abbreviation from Customer Relationship Management; this refers to customer relationship management systems; these are programs that allow to collect, sort and process data about customers

CSV format

abbreviation from Comma-separated values; a file consists of lines in which individual items are separated by a character (,); due to its simplicity, it is used for exchanging information between different systems (here, for example, to transfer contacts to the application)

Custom sender

personal email address without DMARC security options

Dashboard

a main board or introduction screen, on which various widgets can be pinned

Data structure

separated section of XCAMPAIGNlight application, which is based on distinguishing of columns in the list of recipients by properties, which can be used to personalize communication in the email

Deactivated recipient

a recipient, who was disabled manually

Default sender

original system email address which is the same for all user

Default value

implicit value

Delivered email

a secure email, which was sent to the correct address

Design block

a part of the template with images and texts, which the customer can adjust according to his conception himself

Disabled email

recipient, who was disabled due to his unsubscription from the address list

DKIM

abbreviation from Domain Keys Identified Mail, a tool that checks identity, or determines if a particular email was sent from that domain actually; more info

DMARC

this system ensures how fraudulent emails are handled; more info

DNS

this system changes the text of domain form (i.e. www.xxyyzz.com) to an IP address (e.g. 187.252.16.1)

DNS record TXT for SPF

text value with parameters to protect against spam

DNS record TXT for DKIM

text value with parameters to protect against attack during sending

DNS record TXT for DMARC

text rule of procedure, how fraudulent emails are handled; more info

Editing dialog

a dialog for template editing

Emoji

an ideogram or smiley used in electronic messages and web pages

Hard bounce

rejected or undeliverable email, where the reason for non-delivery is either the non-existent address or domain cancellation

HTML file

coded HTML part with a markup language

Identity

sameness of customer

List of recipients (Recipients list)

list of all recipients, which will be uploaded to the portfolio

Mailshot

advertising campaign, done by sending emails to potential and regular customers

Mailshot template

preset design of mailshot content, which the user can edit, it contains design blocks with images, texts, logos, etc.

MX record

specifies the mail server responsible for accepting email messages on behalf of a domain name

Newsletter

electronic advertising communication

Notification

notice of performed operation or event

Opened email

delivered and opened (read) email

Personalization of email or subject

an adaptation of the communication, that will be more interesting for specific recipients, they will open them and they will return periodically.

Phishing

stolen identity, fraudulent technology used on Internet to get sensitive personal data in electronic communication

Portfolio

all email addresses, which are stored in a specific account

Preheader text

specifying and complementary text, which is inserted behind the mailshot subject, it helps catch the recipient

Quarantine

an unverified email sent by mailshot, belonging to spam

Recipient

an email recipient

Recipient analysis

a recipient statistic sorted in status order or based on the domain name

Recipients status

the status of a recipient to which the mailshot was delivered; unsubscribed/disabled/active/etc.

Reject

unverified email sent by mailshot rejected by the server

Responsive design

design of the XCAMPAIGNlight application or web, which is adapted to all standard types of devices (PC, tablets, mobile phones, etc.)

Scaling

resizing images

Secure email

email that is secured against misuse due to security protocol encryption

Sender

email address, which the mailshot is sending from

Sent email

sent email by mailshot

Slack

a platform especially for business communication developed in the USA

SMTP

internet protocol designed to email transfer, which ensures post delivery using a direct connection between the sender and the recipient

Soft bounce

temporarily rejected email, when the reason for non-delivery is full mailbox or temporary server failure

SPAM

undesirable email

SPF

abbreviation from Sender Policy Framework, validation system serving as a spam protection, contents a specific IP, which relate to a specific domain; more info

Subject

a name of the mailshot, which should describe the content of the email clearly

Test value

in the section data structure this data are entered to column test value to be displayed in a preview and personalized test emails

Unique verification code

unique code DNS (text), which is generated only for domain owners

Unsubscribed recipient

a recipient, who unsubscribed from the newsletter after receiving email

Upload a file with recipients' data

upload recipients' data into XCAMPAIGNlight application

URL

web address (f.e. placed after http://)

UTF-8 coding

abbreviation from UCS/Unicode Transformation Format; one of coding mode of characters, assignment of number codes to character set (alphabet letters and other characters) for needs of computer word processing

View mail

email preview after the mailshot was created

Widget

a small application within XCAMPAIGNlight, which you can stick on dashboard

XING

a career-oriented social network, especially for German-speaking countries, developed in Hamburg

Tutorials

How to Create Address Lists

  1. Click on the menu option Create and select the Create a List option.

  2. When you create the first recipient list, it is good to download a prepared spreadsheet file.
    You simply fill it with your recipients data.
    Sample files are available in the section Examples with files of recipients in some formats. You can also copy the file header here (the option Import File Header) and paste it into your spreadsheet editor.

  3. Is your file ready? Click on the button Upload a File of Recipients.

  4. Select a specific list from the device.

  5. Finally, follow the instructions from the chapter How to Create a New List of Recipients.

Mailshot Preparation

Tutorial - Create a Mailshot in 10 Minutes

Step 1 From Whom?

Do you need to send your first mailshot?
Now we will try to guide you through the process by preparing to release and send the mailshot. It won’t take more than 10 minutes!

Enter the Name Used for Sending. It has an effect on your recipients, so you should choose it with care; it pays off!!

Step 2 To Whom?

Preparing a file with recipients' data is a very important step for a successful mailshot. You will prepare a table with all the needed recipient data in a table editing program (e.g., MS Excel). You can download the table headline or the whole file from our application. You can use data from your CRM system and fill in the correct details in this table.
If this condition is met then personalization can work as well.

If the table is finished, it is necessary to save it correctly. We will try to describe how to set it up in MS Excel.

By saving the document you have to use Save as and then choose CSV (Comma delimited). The coding has to be set to Unicode (UTF-8).
csv_utf_8.png

Now the file is ready for use and you can upload it to the application. So you need to start Import a List of Recipients, choose the file from your device and, using the Upload a File of Recipients button, upload the file. The application will notify you when it is successfully imported. The second step is now behind you.

Step 3 What is the Subject?
  • Subject

    The subject is the most important part of the mailshot - it may affect whether or not the recipient opens the email. Make sure you choose the right text to engage.

  • Preheader Text

    Don’t be afraid to fill in this section as well, which will be in the email behind the subject line. You should do your best to get your recipients to open your email. This text will further support the subject, so think carefully about it.

Step 4 What is the Content?

The easiest and fastest way to send a mailshot is to create a campaign, including any images and links in your email client, and use the option Forward your own email in the application. You will find it in the selection window Choose the content type (Create » Create a Mailshot » Add Content).
Using the Start Process button you will generate a unique email address, to which you need to send your prepared email. We will manage the others for you. You will receive a message to the specified email when the mailshot has been successfully processed.
Now you need to release the mailshot.

Note

Don’t forget to add an unsubscribe link. Without it, the mailshot can not be released.

You go back to the mailing page itself and send it immediately via the Send now command in the context menu. You can also time the sending by using the Send later option.


How to Prepare and Send Mailshots - I Have My Own HTML

This tutorial will teach you how to create your first mailshot with your own HTML content in the following 3 steps:

Preparing a mailshot is easy if you have properly prepared the file (i.e., mailshot content) in HTML format.

Note

If you are not experienced in preparing HTML mailshots, please use either our templates from the library or the option Forward your own email.

Prepare Mailshot
  1. Click on the menu Create » Create a Mailshot.

    When you are creating the first mailshot, the System sender is set. It will be available as long as you will use the testing (free) subscription.
    For better delivery of your emails, we recommend switching to an Advanced Sender as soon as possible. To make the change, see the section Settings » Sender. The exact procedure can be found here.

  2. Fill in the Name Used for Sending.

  3. Give the mailshot the name that should capture its topic. It will help easily identify the mailshot later in the mailshot’s overview.

  4. Go to the Choose Recipients steps.
    You don’t yet have a list when you create your first mailing; you will need to first create it.
    Follow the instructions in the tutorial How to Create Address Lists.

  5. Enter the email’s subject.

  6. Enter the Preheader text that will be displayed to recipients in the Inbox immediately behind the email’s subject.

Upload HTML Content
  1. Click on the Add Content button to select Own HTML Content from the options menu.

  2. Use the Choose an HTML file from your computer option to select a mailshot content file.
    You will be switched back to the mailshot editing part automatically.

  3. Under Content for the mailshot you can see a preview of the uploaded content.

  4. Click on the Modify Content option.
    The editor for the uploaded HTML content will be opened. On the right you can see a preview of the uploaded mailshot’s content and on the left its HTML code.

    • Do you need to change anything in the content?
      Just edit the corresponding part in the left panel. The changes will appear in the preview immediately.
      If a more complex modification to the HTML code is needed, it is better to fix the HTML file in an external editor and create the mailshot anew.

    • Did you forget to insert an unsubscription link in the contents of the uploaded file?
      Click on the Insert button in top panel and select Unsubscribe Link. The link is automatically inserted at the end of the mailshot’s content (to the last line of the HTML content).

    • Did you forget to insert a link in the contents of the uploaded file for the contents to be viewed in a web browser?
      Click on the Insert button in top panel and select Preview Link. The link is automatically inserted at the beginning of the mailshot’s content (at the first line of the HTML content).

  1. Are you satisfied with the content? Then move on to the next step.

Check And Send a Mailshot

Test Mailshot

If you have fully prepared your mailshot, it is important to test it thoroughly. There are two ways.

  1. The first option is to check the appearance using View email.
    This is available in the dots.svg context menu in both the mailshot’s details and the mailshot’s overview.

  2. The other option is to Send test email.

  3. Remove any mistakes and test the mailshot again.

  4. Are you satisfied? Then you can proceed to the last step.

Send the Mailshot

The option to send a mailshot is available from the dots.svg context menu in both the mailshot’s details and the mailshot’s overview.

  1. You can send the mailshot immediately using the Send now button.

  2. If you need to schedule the upload for a specific time, use the Send later button.

The mailshot is stored in the mailshot’s overview when it is sent, as well as all drafts and completed mailshots. This way you have them all in one place.

Mailshot Evaluation

After sending the mailshot, we will automatically start to evaluate how its delivering takes place and how your recipients react to it (opens, clicks, unsubscribes). We record all this data in the mailshot’s statistics.
You can find the Reports option in the context menu dots.svg of the sent mailshot, which allows you to view the individual statistics.
Statistics are good to monitor with a time delay; not all recipients will open your email immediately after it is delivered.


How to Prepare and Send Mailshots - Using the Template Library

This tutorial will teach you how to create the first mailshot using our template in the following 3 steps:

Prepare a Mailshot
  1. Click on the menu Create » Create a Mailshot.

    When you are creating the first mailshot, the System sender is set. It will be available as long as you will use the testing (free) subscription.
    For better delivery of your emails, we recommend switching to an Advanced Sender as soon as possible. To make the change, see the section Settings » Sender. The exact procedure can be found here.

  2. Fill in the Name Used for Sending.

  3. Give the mailshot the name that should capture its topic. It will help easily identify the mailshot later in the mailshot’s overview.

  4. Go to the Choose Recipients steps.
    You don’t yet have a list when you create your first mailing; you will need to first create it.
    Follow the instructions in the tutorial How to Create Address Lists.

  5. Enter the email’s subject.

  6. Enter the Preheader text that will be displayed to recipients in the Inbox immediately behind the email’s subject.

Enter the Content
  1. Click on the Add Content button to select the Template Library from the options menu.

  2. You have a choice of several possible designs that you can use as inspiration. Click on the template preview that most interested you.

  3. A page will open with details that can look something like this:

    template_des.png

    There is always a short description of the selected template, a reference to the general template’s description and a button to use the template.
    You can return (using the left arrow) and continue to choose if you do not click on this button.

  4. Confirm the template selection by clicking on the Use this template button. The template preparation process will start. Once the template is ready, you can see a preview of the uploaded content in the Content for the mailshot section.

    template_preview.png

  5. Click on the Modify Content button.

  6. You can the edit the template according to your needs.
    All options are described in the Template Description that can be found directly in the section for editing a mailshot’s content (see dots.svg context menu).

Check And Send a Mailshot

Test Mailshot

If you have fully prepared your mailshot, it is important to test it thoroughly. There are two ways.

  1. The first option is to check the appearance using View email.
    This is available in the dots.svg context menu in both the mailshot’s details and the mailshot’s overview.

  2. The other option is to Send test email.

  3. Remove any mistakes and test the mailshot again.

  4. Are you satisfied? Then you can proceed to the last step.

Send the Mailshot

The option to send a mailshot is available from the dots.svg context menu in both the mailshot’s details and the mailshot’s overview.

  1. You can send the mailshot immediately using the Send now button.

  2. If you need to schedule the upload for a specific time, use the Send later button.

The mailshot is stored in the mailshot’s overview when it is sent, as well as all drafts and completed mailshots. This way you have them all in one place.

Mailshot Evaluation

After sending the mailshot, we will automatically start to evaluate how its delivering takes place and how your recipients react to it (opens, clicks, unsubscribes). We record all this data in the mailshot’s statistics.
You can find the Reports option in the context menu dots.svg of the sent mailshot, which allows you to view the individual statistics.
Statistics are good to monitor with a time delay; not all recipients will open your email immediately after it is delivered.