Table of Content. > What data will be migrated > Demo > Appendix. > Part 2 - All about new MLM > About Migration

Transcription

1 New MLM System

2 Table of Content > Part I - Overview > What s MLM > Why MLM > Available Central Mailing lists > What s New in new MLM > Campaign Types > Subscription Management > Approval Mechanism > Part 2 - All about new MLM > About Migration > What data will be migrated > Demo > Appendix

3 What s MLM Mailing List Management (MLM) >For sending mass /sms >With mandatory/marketing materials (i.e. all) >To PolyU students/staff/alumni/outsiders (i.e. all)

4 Why MLM > No limitation about no. of recipients per > Able to provide staff lists student lists with properties alumni lists > Sync with student opt-out lists from AS and RO > Sync with alumni opt-out list > Opt-out/un-subscribe mechanism > Compliant with UEMO (Unsolicited Electronic Message Ordinance) requirements

5 Available Central Mailing Lists (1) >PolyU Staff All PolyU full-time and part-time staff PTeC Staff SZRI Staff CPCE Staff (HKCC, CPCE and SPEED Staff) >Franchised Programmes Student lists

6 Available Central Mailing Lists (2) PolyU Students with following properties Department Admin Office Programme Code Subcode Mode of Study Funding Study Year Academic Structure Faculty New Student Senior Year Programme Level Student Status

7 What s New in new MLM > More user-friendly interface > Enhanced features and performance > Mobile responsive design > Support HTML 5 > New drag-and-drop editor > New campaign types > Easy import of recipient lists > Easy creation of opt-out link > New SMS landing page > Enhanced approval mechanism > New subscription management function for opt-out/re-opt-in by recipients > Statistic reports on messages sent

8 More Information PolyU Students Able to opt-in/op-out ALL PolyU marketing materials in estudent/research Portal Sending Message in Mailing List Management (MLM) Sending Sending SMS Commercial Electronic Message (CEM) Mandatory Message Mandatory Message Non-PolyU Students i.e., staff/alumni/ outsiders Able to opt-out by the Campaign Type of the Dept Able to opt-out/re-opt-in by Campaign Types in PolyU Subscription page

9 Campaign Types of each department Types Events University Updates Questionnaires and Surveys Privileges and Offers Activities *These campaign types are well discussed and agreed in MLM task team. Information about events organized by PolyU alone, jointly with other parties or by other parties Newsletter and announcements from PolyU Questionnaires and surveys conducted by PolyU alone, jointly with other parties or by other parties Privileges, discounts and offers for programmes, events, services or products provided by PolyU alone, jointly with other parties or by other parties Charitable, educational, social and other activities that solicit contributions or donations

10 Campaign Types of each department Types Events University Updates Questionnaires and Surveys Examples Activities, seminars, workshops, etc. PolyU Milestones, Network, departmental newsletter, etc. QS Global Employer or Academic Survey, etc. Privileges and Offers PolyU visa card, PolyU souvenirs, etc. *These campaign types are well discussed and agreed in MLM task team.

11 PolyU Subscription Page

12 PolyU Subscription Page

13 Approval Mechanism will be sent when Creator Approver 1. Creator saved the campaign (after selecting an Approver) 2. The Campaign is approved 3. The Campaign is completed

14 About Migration

15 Roll-out Plan 1. to HoD, CLO and MLM users about new MLM 2. Re-registration for creators and approvers by CLO with HoD endorsement CLO fills in the online form with new users information and users to be deleted It will then be passed to HoD for endorsement 3. Confirm the migration date by department representatives/clo If your department has not yet confirmed the migration date, please confirm with us. It should be within the proposed period (during lunch or after work), excluding public holidays, Sat and Sun. 4. Creators should register and attend a briefing session. 5. MLM team will send an when the migration will be started and completed. *All departments should migrate to the new MLM by the end of Dec 2018.

16 Remarks >If your department has not yet confirmed the migration date, please confirm with us. >It should be within the proposed period, excluding public holidays, Sat and Sun. >It could be during lunch or after work.

17 What data will be migrated The following items will be migrated to the new MLM Opt-out lists* managed by MLM admin Central provided mailing lists, if your department applied The following items will NOT be migrated to the new MLM Campaigns and templates Departmental managed mailing lists *The unsubscription of a department in old MLM is equivalent to the unsubscription to all marketing campaign types of that department in the new MLM system.

18 Demo

19 Appendix

20 To login > Access via most web browser (chrome, safari, IE, etc.) > Campus network is required (Wifi: PolyUWLAN) New MLM login link Login account <Your Password Your NetPassword (i.e., your staff password)

21 To access without campus network >Login your SSL VPN (Virtual Private Network) >You may follow the guide >And then login to the new MLM as usual

22 Dashboard

23 Interface and Navigation

24 3 duplicated records Count no. of recipients (1) Only 4 opt-out records exists in the target recipient lists Click Show how many customers involved (or Refresh) to check the no. of recipients = =

25 Count no. of recipients (2) 93 records has unsubscribed Event campaign type of this department Click Show how many customers involved (or Refresh) to check the no. of recipients =

26 Import customer list Support CSV / Excel (xls, xlsx) / Zip (zip, rar) *Header on the first row is required in the csv/excel, otherwise the first record will be skipped. CSV: UTF-8 Encoding Excel: No special encoding is required Zip: Only one csv/excel inside zip file will be imported.

27 Green: Automatically matched Red: Need to match / create manually Suggest your list title is matched with system property title System will check whether there are undefined option values in your uploading list. If yes, system can help you to update option values automatically.

28 Choose what do you want to do to the duplicated records which meaning having the same /mobile including this list and other lists under your department. Assign at least one tag to the list you are uploading. Tag means grouping number of records in a group. Choose Re-opt in only if you are sure you want to re-opt the list you are importing. Choose them for most cases

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30 Tags Management Upload customers to this tag Delete tag ONLY i.e. customers will not be deleted *You CANNOT select customers that are without any tag. Bear this in mind when you delete a tag. **only with specific right can perform delete customer or export action Refresh the number in this tag Edit the name of this tag View customers in this tag

31 Property Here will show all available properties for segment or mail merge Only IT admin with the right to manage Properties

32 Property types Property Type Text Explanation Anything Number Only numbers* Date Format: YYYY-MM-DD Options Only defined option values* Multiple Options A record with more than ONE option value *When the values do not match data type format, error will occur.