Cross Bulk Mailer 6.2 User Guide

Transcription

1 Page 1 of 16 Cross Bulk Mailer 6.2 User Guide (The best marketing module for DNN 7/8) 1/5/2016 Cross Software, China Skype: xiaoqi98@msn.com QQ: Mail: xiaoqi98@msn.com

2 Page 2 of 16 Table of Contents 1. Background Introduction What s new in v6.1/ Requirements Quick Start Step 1: Install/Upgrade module Step 2: Add CrossMail_Admin sub module to manage data Step 3: Configure SMTP servers or Amazon SES Step 4: Add Categories Step 5: Add Newsletters Advanced Features CrossMail_Opt-In sub module How to write template Template are ascx files Template directory structure Template created steps Uninstall Module About Us Support... 16

3 Page 3 of Background marketing is very popular and important today. It can help you to improve both relationship building and communication for your business to prosper. As we know, DNN provides a simple newsletter module which allows site administrators to send bulk mails (by click DNN built-in menu Admin Newsletters ). This module works when you have small recipients (e.g addresses). However, when you try to send over 500 s use this module, it doesn t work as well as expected due to the follows: 1. This module will try to send all bulk s at one time by using host defined SMTP server. However, nearly 100% service providers have quota limitation. For example, Google Gmail account allows you to send up to 500 mails per day, 100 mails per hour; Yahoo mail allows up to 200 mails per day and 100 mails per hour; MS hotmail allows 100 per day and 50 per hour; Our mail server provider (mail.dnnmodule.com) allows us sending 500 mails per day and 60 mails per hour. This means most of your s are abandoned by mail server. For example, when we click Admin Newsletters module to send mails to over 30,000 registered users of for the first time, nearly 99% mails are abandoned by our mail server. And our hosting vendor warned us not do that again, otherwise our mail accounts will be closed. Please note, the abandon is controlled by mail server, DNN is not aware of that. And DNN just think mail is sent successfully. 2. sending is a resource consumes action. It consumes many CPU and memory resources while sending bulk s together. Because most websites are hosted by 3rd hosting providers and don t have too much CPU and memory quota, your site may be recycled or even shutdown while sending s. 3. As mentioned above, Admin Newsletters module using host defined SMTP server to send mails. This is a big problem if you have multiple portals which belong to different companies on same DNN instance. Even these portals have their own SMTP servers, they still have to rely on same SMTP server to send mails. This will make host defined SMTP server overload quickly. We strongly recommend super user to remove Admin -Newsletters page/module for all portals in this case... In one word, DNN built-in Admin - Newsletter is not an ideal module to processing bulk s. You need a more powerful module to handle your marketing, Cross Bulk Mailer is one of the best choices for you. 2. Introduction Cross Bulk Mailer is an enterprise-level processing module for DotNetNuke. It includes 2 sub modules (CrossMail_Admin and CrossMail_Opt-In). By fully utilizing DNN schedule job mechanism, it can help you to send over 100,000,000 s easily than ever. It has many cool features which can help you to process marketing as easy

4 Page 4 of 16 as ABC, as follows: 1. Multiple portals support. Super use can enable / disable sending for each portal, and control other options like maximum mails per day / per hour, sending interval and whether they can use host defined SMTP server. 2. Multiple SMTP servers support. Site administrators can create multiple SMTP servers for their portals, and specify properties like server priority / maximum mails per day (per hour), etc. 3. Amazon Simple Service (Amazon SES) support. With Amazon SES, you can send huge s (e.g. 5,000,000) per day. 4. Advanced technical to send bulk mails (SMTP server pool, multiple threads and asynchronous). It uses DNN schedule jobs to perform all background actions (send bulk mails / synchronize recipients from roles / check bounce mail addresses, etc.). All you need to do is to provide valid SMTP servers, create newsletters which need to send, Cross Bulk Mailer module will handle other jobs. It will send only certain amount of s per time, but keep on sending every n minutes, so it will delivery all your s at last, but will not break your SMTP servers limitation. 5. Advanced technical to track read / open status, works on nearly 100% client applications. You can track whether / when is opened / read by recipients, and adjust your marketing plan. 6. Bounce mail address (invalid mail address) automatic detection. 7. Group newsletters with categories. Each category has its own recipients and suppression addresses. It can be bound to certain user roles and automatic retrieve recipients from them. The recipients can also be imported from MS Excel documents and csv files (or export as Excel file to download). And it doesn t require you to install MS Excel on the web server. 8. Allow site administrator to create extra attributes for the recipient, e.g. create an extra Occupation attribute for the recipient, and specify its value as Teacher for a recipient. These custom extra attributes can also be shown in CrossMail_Opt-In sub module. 9. A newsletter can have multiple attachments. The newsletter content can be generated from external url / RSS feed / site page / site module, or copy from an template / an existing newsletter. It also supports token replacement to personalize content. 10. Hyperlink tracking. You can create specific hyperlinks (e.g. and insert them into newsletters, module will track who (and when) click them while reading s. This is a great way to verify the effect of your marketing. 11. Automatic send birthday greeting s to related recipients.

5 Page 5 of Common features like Opt-In/Opt-Out, subscribe/unsubscribe/welcome notification and view mail online are also available. 13. Template based, you can create your own mail Opt-In/Opt-Out display interface... Visit to download 30 days trial edition and test on your site. The trial edition has all features like official version and can be installed on official domain names. Note: v6.x requires DNN 7.1+ ( x are all tested) to run. If your sites are still under DNN 6.x/7.0, please check for other old versions. 3. What s new in v6.1/ Redesign the read/open tracking mechanism. 2. Redesign the sending mechanism (SMTP server pool, multiple threads and asynchronous). Now it consumes less resource, but sends s more efficiently. 3. The new Send Interval property allows you to send mails multiple times per hour, this will alleviate the web server pressure greatly. 4. Allows site administrator to create extra attributes for the recipient, and these attributes can also be shown in CrossMail_Opt-In sub module. 5. Subscribe notification support. 6. Subscriber welcome support. 7. Improve the semaphore file detection mechanism. 8. Improve the bounce mail address detection mechanism 4. Requirements 1. DNN 7.1+ ( x are all tested). 2. Sql server 2008/2012 or Sql express 2008/ Asp.net framework Quick Start The typical scenario involves the following steps: Step 1. Install/Upgrade module. Step 2. Add CrossMail_Admin sub module to manage data. Step 3. Configure SMTP servers or Amazon SES Step 4. Add Categories.

6 Page 6 of 16 Step 5. Add Newsletters. 5.1 Step 1: Install/Upgrade module If you already bought module, unzip package which you download, you will see Cross Bulk Mailer 6.2 Pa (standard).zip (or Cross Bulk Mailer 6.2 Pa (enterprise).zip if you bought enterprise edition), choose it as install package. If you want to trial module first, you can download Cross Bulk Mailer 6.2 trial edition (unzip me).zip at unzip it you will find Cross Bulk Mailer 6.2 Pa (trial).zip. The trial package can be installed on official domain names for 30 days. Click Host - Extensions - Install extension wizard to install module. After installation, you will see 2 sub modules. Install via Ftp The install package is about 4mb in size. If you have problems uploading by clicking Host - Extensions - Install extension wizard, you can use another way to install it, as follows: 1. Upload Cross Bulk Mailer 6.2 Pa (standard).zip to Install\Module folder of your site using ftp tools. 2. Click Host Extensions, select Available Extensions tab, choose CrossMail_Admin which is under Modules section, click Install button to install. Upgrade When upgrade from trial edition to official edition (or upgrade to new version), you don't need to uninstall previous module first. Simply re-install the official edition (or new version) will keep your existing data.

7 Page 7 of 16 Note, when you upgrade from v5.0/5.1, you need to update web.config file to support read / open tracking manually. As follows: 1. Open web.config file, locate < system.webserver > - < handlers > section. 2. Add <add name="crossmailtracking" verb="*" path="*crossmaillogo.jpg" type="cross.modules.mail.business.trackinghandler, Cross.Dnn.Modules.Mail" /> node. See below image as example. 3. Save web.config file. If you directly install 6.0/6.1/6.2, or upgrade from v5.2/v5.3/5.4/5.5, you don t need to do this. 5.2 Step 2: Add CrossMail_Admin sub module to manage data CrossMail_Admin sub module is used to manage all data. You only need 1 instance per portal.

8 Page 8 of 16 All features in CrossMail_Admin sub module are self explanatory. We recommend you to login in as super user (host account) if possible. Because some features, like Admin Control Panel Host (Super User) Features Portal Rules section, are only available for super users. 5.3 Step 3: Configure SMTP servers or Amazon SES SMTP (Simple Message Transfer Protocol) servers are used to send s. You must create at least 1 server before sending bulk mails. By default, module will automatic create a SMTP server based host SMTP server settings (which is under DNN built-in menu "Host - Host Settings - Advanced Settings - SMTP server settings"). If the host SMTP server is invalid, you can create other SMTP servers by click "CrossMail_Admin sub module - Admin Control Panel - Configurations - SMTP Servers".

9 Page 9 of 16 Expand New to SMTP server? Expand here to see how to configure it section if you are not familiar with SMTP server. Please take care of maximum mails per day / per hour values, they are very important. Expand What's the Bounce reply subject? How to get it? section to see how to configure Bounce reply subject, this is the key to find out invalid mail addresses (bounce mail addresses). In v5.2, we also add Amazon SES support. Amazon Simple Service (Amazon SES) is a highly scalable and cost-effective bulk and transactional -sending service for businesses. The great advantage of Amazon SES is that it allows you to send huge s per day (e.g. 500,000) in theory, while most providers only allows hundreds of s per day. For more information, please visit It is easy to use Amazon SES in Cross Bulk Mailer module. If you have huge s to send (e.g. you need to send 100,000 s per day), we recommend you to sign up an Amazon SES account and configure it here. Note, your SMTP servers will be ignored if you have Amazon SES configured (you don't need to create other SMTP servers in this case). 5.4 Step 4: Add Categories Categories allow you to group the newsletters (and recipients) easily. Each category has its own recipients and suppression addresses. Click Admin Control Panel Data Manager - Categories to create categories.

10 Page 10 of 16 Category can be bound to certain user roles and automatic retrieve recipients from these user roles. It can also import addresses from MS Excel documents (or export as MS Excel files). Please note, it doesn t require you to install MS Excel application on the web server. 5.5 Step 5: Add Newsletters Now you can click Admin Control Panel Data Management - Newsletter to add newsletter which will be sent. The mail content can be generated from RSS feed / external url / a page on your site / a specific module on your site, or copy from an template / an existing newsletter. It also supports token replacement to personalize content. You can click Send Test Mail button to test if newsletter content is display correct in mail.

11 Page 11 of 16 Click Available Tokens tab to find detail description of tokens. Please be aware of the usage of following tokens: [Unsubscribe:Begin],[Unsubscribe:End],[ViewOnline:Begin],[ViewOnline:End]. They are the keys to provide unsubscribe link and view mail online link. Congratulations, now everything is ok. Module will use DNN schedule job to perform bulk mail send actions, wait a few minutes you will see the results. If you are a super user, you can click Admin Control Panel Host (Super User) Features - Process Right Now to tell module to process schedule jobs right now. 6. Advanced Features As you can see in CrossMail_Admin sub module control panel, it offers more interesting features than we mentioned in Quick Start chapter, like create extra attributes for the recipient, specify send rules for each portal, send birthday greeting mails, bounce mail addresses detection etc. Instead of write a long and complicated help document to explain every detail of them, we choose to integrate these information directly into module interface. And try our best to make every feature self explanatory. For long help information, we use DNN expandable section (or a separate tab page) to display them. For example:

12 Page 12 of 16 Expandable help section Separate tab help page For short yet important help information, we use DNN standard help text to display on edit interface. For example: Display help information on edit interface. And we provide detail information for every field using DNN help label. Whenever you feel confuse, just click the help icon of that label, you will see similar information like below: DNN help label

13 Page 13 of 16 We also provide a Quick Start and Help section in CrossMail_Admin sub module control panel. Help in control panel 7. CrossMail_Opt-In sub module Besides CrossMail_Admin sub module, Cross Bulk Mailer package also contains CrossMail_Opt-In sub module which can be used to collect mail subscribers (or allow user to unsubscribe). Unlike CrossMail_Admin sub module, the CrossMail_Opt-In sub module can be put many times on multiple pages (or on same page if necessary). Add CrossMail_Opt-In module instance to a page, click Opt-In settings to customize it. Please note the Confirm Subscribe and Confirm Unsubscribe options, normally we don t recommend to check on them because they will make subscribe/unsubscribe complicated. If you create extra attributes for the recipient in CrossMail_Admin sub module Admin control panel Configurations Recipient Attributes, you can show them in

14 Page 14 of 16 CrossMail_Opt-In sub module, to allow user to enter related value while subscribe. 8. How to write template 8.1 Template are ascx files As you can see in CrossAdmin_Opt-In sub module Opt-In settings General - Template section, this module is template based, you can create your own mail Opt- In/Opt-Out display interface. Please note, templates are ascx files, you need to be familiar with asp.net syntax to custom it. 8.2 Template directory structure Template files should be put in the DesktopModules\CrossMail\Template\OptIn\ folder. 8.3 Template created steps

15 Page 15 of Create a folder under DesktopModules\ CrossMail \Template\ OptIn, named it as MyTemplate as example. 2. Copy DesktopModules\CrossMail \Template\ OptIn \default\app_localresources directory and DesktopModules\CrossMail \Template \ OptIn \default\ OptIn_Standard.ascx file to MyTemplate folder. 3. Change OptIn_Standard.ascx file name as your wish, for example, MyTemplate.ascx. Of course, you can keep its original file name if you wish. 4. Open MyTemplate.ascx file via Visual studio 2008 or something else, change its content. Note, you need to be familiar with asp.net syntax before change it. 5. Click CrossMail_Opt-In sub module Opt-In settings, in General template, select MyTemplate.ascx. 6. Now module will use your own template to display. Of course, you can put your own templates under DesktopModules\CrossMail \Template\OptIn \default directory if you like. 9. Uninstall Module Click Host - Extensions, then click the button to uninstall CrossMail_Opt-In and CrossMail_Admin module one by one. Check on delete files option to remove all database tables and module files with this package. 10. About Us DnnModule.com is built to provide quality DNN modules, some of them are free, some not. We wish these stuffs (free or not) can be useful to you. Note, nearly all modules of us provide free trial editions, you can download them at Followings are parts of our released modules: Cross Bulk Mailer 6.2 Classified Pro 8.5 (ecommerce, store, auction, classified ads, content localization support) Cross Article 8.0 (news article, blog, content localization support) Cross Video Gallery 6.8 (dnn 7 video/audio/youtube module, html 5 & flash based) Ultra Flash Player 7.9 (22-in-1)

16 Page 16 of 16 Cross Photo Gallery 6.0 (dnn 7.x photo/flickr/picasa module) Cross Image Slideshow 5.2(18-in1) Silverlight Photo Gallery 5.7 Silverlight Carousel Magazine 4.0 Silverlight Panorama Viewer 2.0 YouTube Sidebar 4.2 Cross Visitor Tracking 5.0 (free) Cross Skin Chameleon 5.3 (free) Yahoo Media Player for DNN (free) Flash Numeric Rotator 3.3 (free) Child Page List 3.0 (free) Simple Menu Bar (free) Please visit for more detail. 11. Support Visit our support forum at or mail to for directly help.