Setting Up and Using Integrated emarketing

Transcription

1 Updated December 2016

2 Contents About Setting Up and Using...3 Setting Up...4 Setting Up and Testing Your SMTP Host Provider...4 Creating a Recipient List by Filtering Existing Contacts...5 Creating a Recipient List By Importing A List Unregistered Contacts...7 Customizing Your Flyer Template...8 Creating an Interactive Message With Image Hotspots Using the Image Map Editor...12 Creating a Campaign...18 Selecting a Recipient List Scheduling the Campaign Customizing and Validating the Content Complete List of Validation Responses Sending a Test Confirming the Monitoring Results with Traffic and the Dealer Flyer Report...24 What a Shopper Sees...25 Viewing Item Detail Viewing the Flyer within the Shopping Site Shopping and Receiving Flyer Pricing Cart Checkout Bulk Mail Opt-Out Preferences...27 Message Opt-Out Line Account Profile Opt-Out or Opt-In Comparing to Site Text, Order Confirmations, Approval Messages ECi Software Solutions, Inc.

3 About Setting Up and Using in ECinteractivePLUS and DForce2PLUS lets you manage complete campaigns to keep in touch with your customers. For your convenience, the Flyer Maintenance menu in your Admin Control Panel opens the Flyer Maintenance dashboard, as shown here. Your Provider s SMTP: sends your campaign messages from the SMTP server for the provider you specify and from the address you specify. This ensures a personal touch, helps the system comply with anti-spam law, and protects your campaigns from being blacklisted in case another dealer abuses the system. Recipient Lists: By default, your recipient list is dynamic: it is updated whenever new accounts are created. (It also respects any recipient s opt-out preferences.) You can export your lists to a commaseparated value (CSV) file or Excel spreadsheet, and import from a CSV list of unregistered prospects. Target your campaigns to prospects, long-time customers, top 10 high-volume accounts, lost accounts, or store locations. HTML Editor: Our friendly Editor lets you create and reuse your own templates. Pepper your message with standard mail merge snippets such as Dealer Address and Phone, Logo, Privacy Policy, Customer , and Name. Add items to the flyer using the friendly search grid. You can customize the number of items per row and the display of item details. Validation ensures the items exist in your backend system, which is helpful when scheduling campaigns from quarter to quarter, after catalog content may have changed. Complete Campaign Management: A flyer campaign consists of content (template or custom), a recipient list of users, a start date, an expiration date, and an subject. Design multiple campaigns per list or template. Control the pricing for each campaign. Test each message to see it for yourself. Launch or schedule each campaign. Track delivery status. Your dashboard monitors traffic, including month- and year-to-date clicks on your messages and related sales. 3

4 Shopper Access to Flyers Online: When the recipient clicks an image in the flyer, it takes them to the Product Detail page on your shopping site where they can add to their cart. They also see flyer item icons that they can click to view the entire flyer again in their browser. From there, they can quickly add flyer items to their cart. Each recipient receives flyer pricing up until the campaign s expiration date. Automated Opt-Out: To comply with anti-spam laws and protect your ability to communicate with customers, we have automated the opt-out. The recipient may click on the unsubscribe link at the bottom of the message or update their preferences in the Edit Profile page after logging in to your shopping site. This feature honors their preferences even if the shopper or the dealer updates the address associated with the account. Setting Up Complete the following sections to set up. Setting Up and Testing Your SMTP Host Provider Contact your IT network staff, host provider, or Internet service provider to obtain the IP address and Port for your business outgoing SMTP server. Your server may require use of an SSL Encrypted Connection and an incoming POP server IP address and Port. Tip: Ask what limits your host sets on bulk mailings (such as messages per day) that may affect your campaign distribution. You must also specify an address for your campaign messages to use as the From and Reply-To address. Consider specifying a contact name of someone at your business that your customers recognize. It does not have to be that person s actual contact , but consider your operational needs when it comes to customer responses. 1. Click Flyer Maintenance and select Flyer Management. 2. When the Flyer Management page opens, click Edit SMTP Settings under the SMTP Settings heading. 3. In the SMTP Host box, enter the IP address from your provider. 4. In the SMTP Port box, enter the port number from your provider. 5. In the User Name box, enter the user name for the address to be used for outgoing messages. 4

5 6. In the encrypted Password box, enter the code to use. (You can also use this box to change your password after you ve set it; just enter a new password as needed) 7. Check the box for Use an Encrypted Connection (SSL), if your host requires it. 8. Click the From box and enter the address to be used for outgoing messages. (This is also be used as a Reply-To address.) 9. Check the box for Log on to Incoming mail Server First, if your host requires it. 10. For Incoming Mail Server (POP), enter the IP address if your host requires it. 11. For Incoming Mail Server Port, enter the port number if your host requires it. 12. When finished, click Next. The Test SMTP Settings page opens. 13. Click the To Address box and enter an address where you can check the Inbox. Use the default subject Test from ECi Flyer SMTP Settings. Use the default body This is a test only. This signifies a successful test of the SMTP Settings for your ECi site. 14. Click Send Test. 15. Check the Inbox for recipient you entered in the To Address field. If you do not receive the Test within a reasonable time, or if it shows the wrong From/ Reply to address, click Back and correct SMTP settings as needed. If you receive the Test , the test is successful. Click Continue. Creating a Recipient List by Filtering Existing Contacts When a recipient list is first created, it defaults to all users (registered and unregistered) that are currently in the system. This starting point basically means no search criteria is yet defined to filter the list down. Up to 10 entries can be added to limit the search. See the following examples: Send a special welcome to all guests where Registered is Equal To No. Filter to a specific location to promote that store s overstocks. Filter to an old Created Date range to thank loyal customers. Filter to a list of high-volume accounts (based on Usage Reports) to thank them. Filter to old Last Login Date & Order Date ranges to engage them again. 5

6 To create a recipient list, follow these steps: Setting Up and Using 1. In the Flyer Management dashboard, click View Recipient Lists under the Recipient Lists heading. 2. In the Flyer Recipient List Management page, click Create New Recipient List. 3. Enter a List Name. 4. Enter a Description. (Optional) 5. Click. 6. (Optional) You can add one or more filters to the list, using the following criteria: Select the Field to Filter: First Name, Last name, Address, GL Location, Inventory Location, Account, Department, Registered, Enhanced Content Enabled, Created Date, Last Login Date, Locked, or Last Order Date. Select the Filter Operator: Starts With, Ends With, Contains, Equal To, Is Blank, Does not Start With, Does not End With, Does not Contain, Is not Blank, or Is not Equal to. 6

7 Enter the Search String. Click. Your filter record displays in the Search Criteria grid. When you are ready to filter your list, click Find by above Search Criteria. 7. Once you are satisfied with the contents of the list, you have several options. You can leave it as it is automatically saved and return to the Dashboard using the links at top right. By default, each list is a Dynamic Search. Your list is updated when new accounts are registered, and it reflects any changes made to each account, including address changes and changes in registration status or other fields that may affect the Search Criteria. You can Convert to a Static List for a particular purpose. Static lists are not updated automatically for any reason. If new accounts register or if other changes are made to accounts on a static list, the static list does not reflect the changes. However, you can add or delete recipients manually, or edit the filters as needed. You can Export to CSV (Comma Separated Value) file or Export to Excel Spreadsheet. The exported file displays your search criteria used to generate the list at the top of the first page. Creating a Recipient List By Importing A List Unregistered Contacts Let s say you have a stack of business cards from a meeting with prospective clients or even a list spreadsheet from a lead generation resource. Even though these contacts are unregistered on your site, you can add them to your Recipient Lists. Once they re on your list, you can them your message and coupon codes to encourage them to register. The Unregistered Contact Management page contains two tabs: The Contact List tab lets you type in individual unregistered users (see online help). The Upload Contacts tab lets you add multiple contacts at once. To upload multiple contacts, do the following: 1. In the Flyer Management dashboard, click Manage Unregistered Contacts under the Recipient Lists heading (or from the CustomerAdmin menu). 2. In the Manage Unregistered Contacts page, click the Upload Contacts tab. 7

8 3. Click the box and enter the first contact. You must enter the information in the following order: first name (required), last name (required), address (required), account (optional), and department (optional). Each piece of data must be separated by a comma. Note: If you do not have data to fill a specific field, you may leave it blank or make up account and department values for use when filtering Recipient Lists. If you have set up these prospects as accounts in your back-end system, you can specify those details here. When they register, these fields do not affect their account fields. 4. Press Enter to add the next user to the list. Continue specifying contact information until all users to add have been entered. You can copy and paste from an existing CSV text file, as long as the field order and punctuation is valid. 5. When finished adding users, click Pre-process Contacts. Pre-processing checks for missing required data, including valid addresses. Current Operation, Process Details, and Time Elapsed information displays as the user information is processed. Note: Invalid contact formats may include spaces, invalid punctuation, or missing.com,.net,.edu,.org or other top level domains. If an address already exists in the database, it is ignored. No duplicates are created. 6. If there are problems with the contact data, edit your entries as needed. 7. When complete, the Contacts Successfully Pre-Processed message displays. 8. Click Upload Contacts. When complete, the Contacts Successfully Uploaded message displays. After the unregistered users have been successfully uploaded, you can view their details when you click View Recipient Lists on the Flyer Management dashboard. Customizing Your Flyer Template Your campaign flyers ideally have a standard look and feel so that your shoppers recognize you and your brand. Our friendly Editor lets you create and reuse your own templates. Pepper your message template with standard mail merge snippets such as Dealer Address and Phone, Logo, Privacy Policy, Customer , and Name. Most templates have sample items that you can update later for your upcoming campaigns. To add items to the flyer, use the friendly search grid. You can customize the number of items per row and the display of item details. 1. In the Flyer Management Dashboard, click Create Template under the Flyers heading. The Editing Template page opens. 2. In the Details tab, enter the following information: Template Name: Enter a unique name for this template (Required). Description: Enter a description for this template (Optional). 3. Click Next or click the Content tab. 4. In the Content tab, use the default Design view s built-in toolbar features common formatting controls and options. Create your standard message body by entering your message text headers, paragraphs, and lists of links. You can use various buttons to paste content, insert images, and use boldface, italics, bullets, lists, font, size, and so on. 8

9 Note: For detailed instructions on using the Design toolbar, click. 5. To add commonly used data, click the Snippets drop-down arrow and select from the list. Dealer snippets include Dealer Address, Logo, Privacy Policy, and Phone Number. Mail merge snippets include Customer and Name (First, Last, and Full). A [[bracketed tag]] is inserted into the content that is replaced when the flyer is ed with the appropriate information. For instance the Full Name tag displays in double brackets in the Design view as [[Full Name]] as shown in the previous figure. After sending a test or campaign, the actual message displays the customer s full name. 6. Beside Snippets, click the Standard drop-down box to use your wholesaler s enhanced catalog detail, or leave the default Standard to use the standard images and descriptions. 7. (Mandatory in Version 9.1.7, Optional in 9.2) Click at the top left of the Design toolbar to add a set of items to your flyer/template. If your template already includes sample [[double-bracketed]] items to change, select the entire tag by hihglighting it and then click. 8. When the Add Items to Your Flyer page opens, enter your search term in the Keyword Search box and click Go. You can filter the item list by Prefix, Item #, and Description. 9. Click to add an item. 9.1 To change item information, click. The row expands down to display additional boxes where you can edit the Title, Description, Price, and UOM. 9.2 When finished, click. 10. Select how items display in rows (1, 2, 3, or 4 across) in boxes up to 600 pixels wide. 9

10 11. Continue to search for items and add as many as needed. 12. When you re ready to add the items to the template and see what they look like, click the red Add Items to Flyer button. The Content tab reopens. 13. You can edit within the bracketed [[ ]] text as needed. Note: You can add multiple sets of items using a different layout of items per row as needed. For example, you could highlight major deals using Large (1 across), and add one or more items to the flyer in that layout. Then, you could add another set laid out as a row of standard small items. Be careful to place your cursor on a new line when you insert a snippet or add items; placing a snippet or item row within other snippet brackets [[ ]] is invalid. 14. To change a block of items in the Add Items To Your Flyer window, select the entire double-bracketed tag as shown below and then click. 15. Switch from the Design view to the Preview tab along the bottom of the page. In Preview, you can see item pricing and content information as it displays in the recipient s Inbox. You can switch back and forth to adjust the flyer pricing. 16. List price, flyer price, and savings are shown by default. You may check the boxes at the top of the Content tab to Hide List Price or Hide Savings Amount (when applicable). Note: Suggest promotional codes if you have set them up on your back-end system. See your system documentation on promo codes and coupons. 10

11 17. To validate the items with the back office business system, click the Validate button. Validation ensures the items, unit of measure, and pricing exist in your backend system and that your flyer price is less than list. This is helpful when scheduling campaigns from quarter to quarter, after catalog content may have changed. Other errors and warnings may display, giving you the opportunity to make corrections to the items you have chosen. See the Complete List of Validation Responses section. 18. When finished editing content for the template, click Next or click the Test tab. 19. The Test tab can be used to show you how the flyer template displays when sent. In the Send Test Flyer to Address box, enter the address to send this flyer template. 11

12 20. To save the template for later use, click Save and Exit. You can also click Create Campaign to immediately create a flyer campaign using this template information. Note: Once you create a template, you can open and view it using the View Template List option in the Flyer Management Dashboard. If you select a template you didn t create, the template displays in read-only view. You can then make a copy of the template flyer. Doing so allows you to further edit the copied template or use it to create a new flyer campaign. Creating an Interactive Message With Image Hotspots Using the Image Map Editor With the Image Map Editor released in ECinteractive 10.2, your flyers can link from more images than Buy Now buttons and product shots. Take an image file from your manufacturer, wholesaler, other trading partner, or your own marketing department. You can click and drag a rectangle or circle around a portion of any image to make it clickable a hotspot. You can create an interactive flyer with multiple hotspot links to your campaign s main call to action, and/or multiple options, such as the following destinations: your home page a special landing page where the recipient fills out a form to get more information contest details details about a manufacturer coupon or rebate online survey social media page To use the Image Map Editor, do the following: 1. Make sure all images are saved to a.jpg,.jpeg,.gif, or.png format. 2. Make sure all image files do not exceed kb in size apiece. 3. Save the image file to a known folder on your hard drive, for example, My Pictures. Creating a new folder for each emarketing campaign is recommended. 4. Log into your ECinteractive Admin Control Panel, click the Product Management training toolbar and choose Flyer Management. 5. When the Flyer Management Dashboard opens, click the under Flyers. 6. In the Details tab, enter the name of your emarketing Campaign. 7. In the Content tab s WYSIWYG editor, you can add a table to contain your message to a certain width that fits most client software, add mail merge snippets using your Distribution Lists, paste text from other software, and format the text and other objects. 8. To insert one or more images that you previously saved for use in this campaign, click from the top right image toolbar. 12

13 9. In the Image Manager dialog box, select the Administrator folder. A list of filenames with their file sizes may display in the center panel kb is the maximum image size per image file. To upload a new file, and click. To use files that are already uploaded, select an image filename, and go to Step In the Upload folder, you can do the following: Click a Select button to browse to the folder where your campaign images reside, select the image file, and click Open. If need to upload more images, click the Add button to add a new row. Click the Overwrite if file exists? checkbox if you are uploading a corrected image. When you are finished specifying images to upload, click the Upload button. If you do not see the Upload button at the bottom of the dialog box, scroll down. In the Image Manager dialog box, the selected image displays in the Preview panel. 11. (Optional) Click to adjust Opacity, Resize Width/Height, Flip, Rotate, Crop, Save As new filename, Overwrite if file exists, and Restore. 12. (Optional) Click to set the image to Best Fit or click to reset to Actual Size. 13. (Optional) Click to zoom out or in on the Preview panel. 13

14 14. Select an image, and click the Properties tab to adjust the following settings: Width and Height in pixels (Not recommended: changing these dimensions can result in stretched, fuzzy, or pixilated images): Clicking locks the aspect ratio, which allows you to adjust one dimension and the system automatically adjusts the other dimension accordingly. Border Color (Optional): Pick from sample colors or add a custom color using its 6-character hexadecimal code starting with the number symbol (#). For example, black is # Border Width (Recommended for any hotspot): For no border, set to zero (0): You can click up or down arrows or enter a numeral to adjust the width in pixels. Alt Text (Recommended for all images): Enter an image description that displays in place of an image in case the recipient s client blocks images, such as Company Logo, Social Media buttons, Coupon for 10% Off Next Order, and so on. Long Description (Optional): Specify a URL to a document that contains a long description of the image. Leave this blank if you do not know of such a document. This is not to be confused with the hotspot image s destination URL to be added later. Image Alignment (Optional): Pick from icons representing None (default), top, middle, bottom, left, or right. A common alignment is Left or Right, which insets the image to one side of the paragraph where the cursor is when you insert the image. Common (Optional): You can click up or down arrows or enter a numeral to leave the white space in pixels to the Left, Right, Top, or Bottom. CSS Class (Reserved for Future Use): If CSS classes are defined for images in Flyer Management, you can select one to apply to the image when you insert it. However, the majority of recipient clients do not honor any CSS Class settings at this time. 14

15 15. When you are finished in the Image Manager, select an image filename and click Insert. The image displays in the Content tab. The image you inserted displays in the Design Window of the Flyer Editor s Content tab. You can add surrounding text, tables, and other images. 16. To insert additional images, repeat Steps To add an Image Map with hotspot(s), select the image in the Content tab, and click in the top right toolbar of the Content tab. The Image Map Editor opens as shown below: 18. Click to pick an image file. 19. In the Image Management dialog box, browse folders and Select the image file to use. It should be in JPG, JPEG, GIF, or PNG format. The Preview tab of the Image Map Editor now shows the image you selected. 20. In the Select Area Shape fieldset, select whether to draw a Rectangle (the default) or a Circle. 21. Click the New Area button and do the following: 21.1 Click and drag the shape s top left corner to where the hotspot should begin Drag the bottom right corner to resize the shape as needed If you need to scroll down, click to release the shape, then scroll, then click the bottom corner again to resize as needed. 22. In the Define Area Properties fieldset, you can do the following: 22.1 To specify the starting point of the hotspot, adjust the Left and Top pixel settings. You can also use your mouse to click and drag the hotspot as needed To specify the size of the hotspot, adjust the Width and Height pixel settings. You can also use your mouse to click and drag the corners of the hotspot. 15

16 22.3 To set the destination URL, you have three possible methods: Setting Up and Using Specify the full URL (starting with of the web page for your recipient s browser to open when they click this hotspot: a home page, a marketing landing page, a survey, contest details, a social media page, or other page appropriate for the image. Enter an address, such as mailto: name@domain.com. Leave the URL field blank (deleting the default and remember to use the Map Items to Image Area tool to map hotspots to specially priced items from your ECinteractive catalog. The wizard automatically validates the items with your back office business system. See Step In the drop-down field, you can select whether the browser should open the page in a New Window (so that your message remains open in the original window) or Parent, Same, Browser, Search Pane, or Media Pane, which may vary per browser document type definition Enter Alt text to describe the image, which may help you identify the catalog item later. Examples: Follow us on Twitter! Or Post-It Notes Bonus Pack Now $28.79! 23. After you make changes under Define Area Properties, click Update Area. (Optional) You can add multiple hotspot areas to a single image. Repeat Steps (Optional) You can select a hotspot area to remove, and click Remove Area. (Optional) To start over or eliminate all hotspots, click Remove All. 24. When finished with the Image Map Editor, click OK. The image you inserted displays in the Design Window of the Flyer Editor s Content tab. You can add surrounding text, tables, and other images. 16

17 25. If you use enhanced content, click the Standard drop-down toolbar button and specify your catalog, such as S.P. Richards or United. 26. To map a catalog item to an image hotspot, click from the top right image toolbar. 27. When the Map Items to Image Area in Your Flyer dialog box opens, do the following: Click the Keyword Search box and enter the item number to map to the image. To find a specific SKU, enter a Prefix, Item, and Description and click to set it to Contains, StartsWith, or Equal To and so on. To view at the image behind the Map Items dialog box, you can drag the box or its bottom right corner as needed. When you release your mouse, the image refreshes in the background. Then enter the keyword or SKU, and resize the window again. Once you find the correct item, click. Repeat for multiple catalog item image maps. 28. In the Added Item Mapped to Image Area panel at right, click to change settings for the following: Title (Optional): By default, the system sets this to the SKU. When a recipient hovers over the hotspot image map link, the Title displays a link description. You can change this to the same as the Alt text that displays when you select the image. 17

18 Image (Mandatory): Click the drop-down arrow, and pick a hotspot you created earlier. Price (Mandatory): Enter the campaign-specific sale price. If the recipient clicks the link for this item, they receive this pricing for this item until the campaign ends or until they click another emarketing campaign link for the same item. (If you leave this blank or at 0.00, they may be able to receive this item for free.) UOM (Leave As Is): By default, the unit of measure matches the catalog UOM. (Changing this value can invalidate the item, so we recommend to leave as is.) When you are finished with the selected item, click. In the Image column, the system shows the item is mapped by displaying the Embedded Item text, such as [[EmbedItem MMM ~660SAN~28.79~EA~Post-It Notes Bonus Pack~]]. To not save your changes, click. Repeat if you have multiple image map hotspots to link to catalog items. 29. Click Update Flyer to save all changes made to the item and its mapped image area. 30. At the bottom of the Content tab, click Preview to review your changes. It may take a few moments to retrieve content. 31. When finished editing content for the template, click Next or click the Test tab. The Test tab can be used to show you how the flyer template displays when sent. 32. In the Send Test Flyer to Address box, enter the address to send this flyer template. 33. To save the template for later use, click Save and Exit, or click Create Campaign to immediately create a flyer campaign using this template information. Note: Once you create a template, you can open and view it using the View Template List option in the Flyer Management Dashboard. If you select a template you didn t create, the template displays in read-only view. You can then make a copy of the template flyer. Doing so allows you to further edit the copied template or use it to create a new flyer campaign. Creating a Campaign A flyer campaign consists of content, a recipient list of users, a start date, an expiration date, and an subject. Campaigns can either be created from an existing template or as a blank campaign. The Create Campaign wizard walks you through the process: 1. In the Flyer Management dashboard, click Create Campaign. 18

19 2. You are prompted to select a template. In the left hand column menu, click each category to expand the list, and preview available templates. 3. Select a single template from the expanded list at left, preview at right, and click Create Campaign from Template. 4. In the Details tab, enter the following: Campaign Name (Required): Enter a unique name for this campaign. Description: Enter a description for this campaign (Optional, but describing the gist of the message, associated sales, coupons, or the target list may assist you in differentiating among several campaigns). Subject (Required): Enter an subject for this campaign. The campaign cannot be sent until you complete this box. 5. Click Next or click the Recipient List tab. The campaign is auto-saved each time you click next, previous, or a different tab. Selecting a Recipient List The next step in the campaign wizard deals with selecting the list of customers or unregistered guests to receive the flyer. Note: You can click Create Recipient Lists, but that option exits you from the Wizard. To return to the campaign, you may return to the Flyer Maintenance Dashboard and select from Recently Viewed Campaigns in the Flyers section. 1. Select a list from the Recipient List drop-down box. 19

20 2. When the list is selected, click Next or click the Schedule tab. Scheduling the Campaign Note: Any pricing in the flyer applies to all recipients until the campaign expires. 1. In the Schedule tab, enter the following information: Delivery Date (Optional): To send the message before its pricing applies, specify the delivery date. Click to select from a calendar or type the delivery date and time. Click to select a specific time. Leave blank to send on the Start date. Start Date (Required): Click to select from a calendar or simply type the date this campaign s pricing applies to recipients. Expiration Date (Optional, but Recommended): Click to select from a calendar or type when the prices specified in the campaign expire. Leave blank if this campaign never ends. 2. Click Next or click the Content tab. Your changes are saved. 20

21 Customizing and Validating the Content In the Content tab, review the information from the template you selected. You can change the information as you would when creating a template. Any changes you make to the campaign copy do not affect the original template. Always validate just before you send a campaign and make corrections as needed to the items you have chosen. This is helpful when scheduling campaigns from quarter to quarter, when catalog content often changes. Validation ensures the following: Selected items exist in your backend system s inventory. Flyer price is > 0 (If you do not set a flyer price, Call for price displays). Flyer price the list price (to determine if Savings Amount displays). Unit of Measure is still valid (in case you ve edited it). Subject, Recipient List, and Campaign dates are valid. Click Next or click the Test tab. Your changes are saved. 21

22 Complete List of Validation Responses Below is the complete list of validation responses and a Type key: Error: This stops the flyer from sending Warning: These could cause the flyer to not display correctly Message: These are when the flyer uses data from the token instead of default values Info: Default data is Ok General Token Validation Test Type Text Token items = zero Error No items have been assigned No Xslt Path Error The translation path has not been set No Site Url Error The URL to a valid site has not been set Not a Campaign Error No campaign identifier has been set Item Validation Item Not in Backend Error The item is not in the current backend system Note : If Item not in Backend system, list price and unit of measure are not checked. No Unit of Measure Error The item has no UM in the backend system and can not be sold Backend UM does not match Flyer Error The item UM should be <backend UM> so it can be sold Backend UM match Info The item UM is correct No List Price, List Price less then or equal to zero Warning List Price is zero. Math could be wrong List Price greater than zero Info List Price is greater than zero and will be used No Sell Price, Sell Price less then or equal to zero Warning Sell Price is zero. Call for Price will be displayed Sell Price greater than zero Info Sell Price is greater than zero and will be used List Price greater then Sell Price Warning List Price is less than sell price. Math could be wrong Sell Price greater then List Price Info Sell Price is greater than List price Content provider does not have item Warning The item does not exist on the current content provider Content provider does not have large image for item Warning There in no large image. Some displays could be wrong Content provider does have large image for item Info Large image exist Content provider does not have small image for item Warning There in no small image. Some displays could be wrong Content provider does have small image for item Info Small image exist There is no Sku or token title Message There is no title for this item The token has a title Message Title has been changed and will be used No token title Info Sku <SKU> will be used for title Content provider does not have short desc. for item Warning There in no short description. Some displays could be wrong Token has short desc. Message Short description has been changed and will be used Content provider does have short desc. for item Info Content Providers Short description will be used Content provider does not have large desc. for item Warning There in no long description. Some displays could be wrong Content provider does have large desc. for item Info Long description exists and can be used 22

23 Sending a Test 1. Enter your address in the Send Test Flyer to Address box and click Go. Setting Up and Using 2. Check the Inbox for the recipient you entered in the To Address field. If you do not receive the Test within a reasonable time, or if it shows the wrong From/ Reply to address, click Back and make corrections as needed. If you receive the Test , the test is successful. 3. Click Next or click the Final Confirmation tab. Confirming the To send the flyer using the schedule information specified, click Send Flyer, or click Save and Exit to save the information for a later date. Note: After the flyer is successfully scheduled the campaign displays in read-only mode. Until the flyer is sent, you may cancel processing and make changes as needed. Once the flyer has been picked up and ed to users, the dealer is no longer able to cancel processing of the flyer. The only field that may be adjusted after a flyer is sent is the expiration date. In read-only view you can view the details and the flyer that was ed. In addition there is a tab to view the Status of the campaign that shows messages from the Flyer Delivery System as the flyer was being processed and ed. 23

24 You can also view the status of each recipient of the flyer. If there was a problem ing a particular recipient, it would be displayed in the details column. Monitoring Results with Traffic and the Dealer Flyer Report The Traffic section of the Flyer Management Dashboard summarizes Month-to-Date (MTD) and Year-to-Date (YTD) clicks and sales dollars for all your campaigns. For more detailed monitoring of campaign activity, you can use the Dealer Flyer Report. This page gives you various filtering and print and save options, including the ability to download this report as an PDF document, Excel spreadsheet, or tab-delimited file. 1. In the Flyer Management Dashboard, click Flyer Usage Reports under the Traffic heading. 2. You can set limits for the information shown on the report using the Name through Carted boxes. Click the column header to limit and enter the limiting information. Then, click the box and select a filter operator from the drop-down box. to the right of 3. Click the down arrow in the PDF Document drop-down box to select the report format. You can choose PDF Document, Excel Spreadsheet or Tab-Delimited File. Click the appropriate option. 4. Click Generate Report. Make sure your browser is set to allow downloading from this site. If given the option, save the file to your computer, so you can sort and edit the data. 24

25 What a Shopper Sees The customer sees the flyer itself in their inbox, somewhat as shown below: The From field (and Reply-To and Routing information) displays the dealer s address, and the message is sent from the dealer s server. This helps comply with Anti-Spam law. The To field displays the customer s name and/or address, according to the customer account information on the ECinteractive server. 25

26 The Subject displays the Subject specified when creating the campaign. Setting Up and Using The Body includes whatever content the dealer inserted into the message template, including mail merge snippets included in the message template, such as dealer site logo, address, phone, privacy policy, customer name, customer , and so on. Promotional rows of items added to the message template displays images, descriptions, pricing, and Buy Now buttons. Clicking these images links to details on the shopping site. An unsubscribe method. The link allows the user to opt out from further marketing s (more details in the following User Opt-Out Options section). Viewing Item Detail If a user clicks any of the images (including the item image or the Buy Now button) in the flyer, the default browser opens to the dealer s shopping site on the Product Detail page with more information about the item. When viewing a Flyer item on the Product Detail page, there are View Flyer icons as shown under the description and next to the price. Viewing the Flyer within the Shopping Site From the Product Detail page, the shopper can click a View Flyer icon to display the flyer in the context of the shopping site navigation. Shopping and Receiving Flyer Pricing Once the flyer has been clicked, the user may order other items from the flyer message displayed or from any other shopping features (QuickOrder, Search Results, Favorites, Laundry Lists, Order History, and so on). For example, if a user goes to QuickOrder and enters an item that displays in a current flyer, they receive the flyer price as long as both the following conditions are true: They clicked the flyer containing the item first. They are still in the same browser session (they didn t close and re-open their browser). Note: Anyone receiving the flyer receives the flyer pricing. Flyer pricing is not limited to the customer that received the flyer. The only requirement for receiving flyer pricing is that the dealer s site is opened from a flyer and the flyer is still valid (hasn t expired). 26

27 Cart Once the user has added any flyer items to cart they continue through the normal checkout process. In the Cart, alerts the user that these items were added with special flyer pricing. Note: If the user leaves the site or saves their order they still receive flyer pricing on the items added to cart as long as the flyer the items were ordered from has not expired. Checkout At Checkout, the flyer icon again displays to mark which items have special flyer pricing. Note: If you have included a coupon code in the text of your flyer content, the user can enter the coupon code as usual. Bulk Mail Opt-Out Preferences Many countries are instituting anti-spam laws that allow recipients to opt-out of promotional bulk mail. In the United States, for example, the CAN-SPAM Act of 2003 applies to any commercial message whose purpose is to promote or advertise products or services. Such messages must do the following: provide clear instructions of how the recipient may opt-out of receiving these s honor such opt-out requests within 10 days ensure opted-out addresses cannot be used again for marketing purposes ensure the opted-out addresses are not transferred to third parties Meanwhile, many recipients expect the ability to opt back in as needed. We even honor the shopper s preference in case they update their address. Our provides the options your customers expect. Message Opt-Out Line On the bottom of each flyer, the recipient sees a link to unsubscribe from the list. Clicking this link takes the user to a page on the shopping site that confirms the address is removed. For registered accounts, we honor the opt-out preference even if they update the address associated with their account. In the Admin Control Panel s Customer Management page, you can see whether the user opted out of flyer communications under User Login Information. 27

28 Account Profile Opt-Out or Opt-In Customers may opt out or resubscribe by logging into the shopping site and clicking on the Edit Profile link under MyAccount (either the left-hand column or the horizontal menu). In the Edit Your Profile page, they can change their opt-out status using the Unsubscribe from marketing s checkbox. Comparing to Site Text, Order Confirmations, Approval Messages Unsubscribing from does not affect or stop Order Confirmations or Approval messages. The content of these messages are considered transactional or relationship oriented, facilitating contractual obligations, and are therefore exempt from anti-spam requirements. You can even customize Order Confirmation or Approval headers and footers to include promotional information. However, since the principal purpose and subjects of Order Confirmation and Approval s are not promotional, they remain exempt from anti-spam requirements. Due to this separation of purpose, however, Order Confirmations or Approval messages are not automatically linked or tracked within s promotional campaigns. Note: As a dealer, you could promote some of your latest campaigns and coupon codes in Site News or Account News and in the headers and footers of automated Order Confirmation and Approval messages. In these sections, you can remind users that if they previously opted out of s, they can Edit their Profile and uncheck unsubscribe to receive timely promotions again. 28