Enterprise Manual - Arial Software
Enterprise Manuali
Table of ContentsCampaign Enterprise User Manual .5Who should use this guide?.5Who should use Campaign Enterprise? .5Other considerations for using Campaign Enterprise: .5Using this guide .6Quick Start Guide.6Datasource .6The Message .6Send to the SMTP Server .7Run Campaign.7Installation.8Installation and Configuration .8Installation.8Install Enterprise.9Bandwidth .11Activation/Serial Numbers .12Campaign Service .12Admin Settings.15Admin Settings .15Default Campaign Configuration .16Server Manager Status .17Database Shortcuts.18Email Accounts.19SMTP Connections .19Blackout Dates .21Manage Users .22Manage Groups.23Email Footers .23Software Update.23Manage Email Campaigns.24Managing Email Campaigns .24Elements of a Successful Email Campaign .24Main Menu .262
Quick Start GuideTemplate Campaign .29Campaign Edit Screens.29Campaign Edit Screens .29Campaign Settings .30Data Source.31Compose Email Message .40Send Settings .50Click-Throughs.51Conversion Misc. Settings .61Advanced Write Back Options .64Campaign Types .71Set Up Confirmation Campaign .71Set Up Follow Up Email .72Set Up Campaign Series .74Edit Campaign.75Copy Campaign.75Note Feature .76Reports.76Reports .76Overview Report .78Bounce Report.79Click-Through Tracking Report .81Unsubscribe Report .82Export Subscribers .83Opened Email Report .83Log Files .85Test Campaign .85Run Campaign .86Schedule Campaign .87Connect To an Email List.90Connect To A Database .90Growing a List .94Databases .96MS Access .97MS SQL Server .100MySQL .101Text Files.103Subscriber Lists.106Other Databases .107Connect to a Mail Server .109Connect to a Mail Server.109SMTP Servers .1093
Enterprise ManualSecuring The Mail Server .113Other SMTP Considerations .114Domain Keys/DKIM .116SPF .117Troubleshooting .121Troubleshooting.121Success/Fail Log Files .122Access Troubleshooting .123Trace Logs .123Web-server Log Files .124Glossary.1254
Campaign Enterprise User ManualThis manual is meant to be a detailed guide to using Arial Software’s CampaignEnterprise email marketing program. We will touch briefly on installing andconfiguring Campaign Enterprise but the primary purpose will be to guide emailmarketers using Campaign Enterprise to improve email marketing techniques toutilize and learn best practices for permission email marketing.Campaign Enterprise is one "link" of a three-link chain, consisting of a databaseof email addresses, Campaign Enterprise and a Simple Mail Transfer Protocol(SMTP) mail server or Mail Transfer Agent (MTA). Each "link" will be discussedin detail.Who should use this guide?This guide is for licensed users and evaluators of Campaign Enterprise emailmarketing program by Arial Software, LLC. Many of the features listed in themanual apply to Campaign Enterprise version 11, (it is always a good idea toupgrade).Who should use Campaign Enterprise?Campaign Enterprise is designed for small and large businesses that want tocommunicate to their customers via personalized email messages. CampaignEnterprise is a permission based email marketing tool and as such it is notsuitable for spammers. Campaign Enterprise will not help "get around" any ofthe provisions in any spam law. To maximize the use of a legitimately obtainedlist of email addresses, Campaign Enterprise is a great solution. Drop theexpensive ASP email-marketing model and move to Campaign Enterprise, whichallows email marketing in-house and avoids costly recurring fees typicallycharged by ASP providers.Other considerations for using Campaign Enterprise: The list of email addresses is greater than 50,000 and is becomingunmanageable.No longer want to pay per email costs on sending.Greater control of email sending, design and database integration.Tap into the permission marketing economy by tapping into existing, orexpanding list of customers.This manual is broken down into two broad sections, Installation andConfiguration and Features. When describing features, we will explore the basicfeature set up and capabilities, and then expand each feature to explore the full5
Enterprise Manualfunctionality. It is best to understand the basic concept of a feature first, and thenexpand the features based on growing expertise.Using this guideThe following conventions are used in this manual.Commands, buttons and actions are Bolded.Examples are given in Times New Roman Font.File paths are Italicized.Merge fields are enclosed in {Curly Braces} and may be italicized or in TimesNew Roman Font as necessary for clarity. Use the left side index to navigate to portions of the manual you need.Use the search feature to find specific information on particular terms.Use in text links to discover definitions of common terms or move toanother section of the manual.Quick Start GuideAfter logging into Campaign Enterprise, the start up menu opens. This is wherethe fun begins. The initial set up presented here will help you create a simplecampaign, and get emails out the door. Details will be provided later as wediscuss the variety of features, and how they can help you get more fromCampaign Enterprise. As mentioned above, there are three main elementsnecessary to get started with sending an email campaign. The database list ofemail addresses, the message to send, and the SMTP server to send through.DatasourceThe easiest database to start with is MS Access because Campaign Enterprisecan connect to it directly. Before connecting to Campaign Enterprise, ensure thatthe list of email addresses is entered into an Access database table correctly.Once the table of email addresses is configured it is time to connect CampaignEnterprise to the database.1. Create a New Campaign2. Name it3. Click on the Datasource tab4. Select MS Access as the database type5. Browse to MS Access database6. Select the table7. Select the email address field8. Select the unique ID, typically the primary key for the selected tableThe Message6
Admin SettingsThe next step is to create, or load the message to send. Campaign Enterprisecan send both plain text and HTML messages in a multipart format. Detailedexplanations of the message types, the email addresses, the templates, and theeditor are explained later in the guide. To get started right away keep it basic.1. Click the create message tab2. Enter the email address from whom the message is coming3. Write a comprehensive subject line4. Click Edit HTML or Email Templates to enter the HTML part of themessage5. Create a message and save6. Click on Edit Plain Text Message7. Create a plain text message and saveSend to the SMTP ServerThe final step is to connect to the SMTP server to send the messages through.This is typically the one already in use in the network, Campaign Enterprise justneeds to connect to it. A network administrator must do any configuration of theSMTP server to allow Campaign Enterprise to work properly. Further details onthe SMTP server configuration are specified later in the guide.1. Click the Send Settings tab2. Enter the name of the SMTP server3. Enter the username and password if authentication is required4. SaveRun CampaignThat is all there is to it, the first campaign is now ready to run.1. Click Run2. Verify the count is correct, preview the message one last time3. Click OkCheck the inbox of the test email accounts to which the email message wasdelivered to verify that it was received.7
InstallationInstallation and ConfigurationRegardless of the version of Campaign Enterprise selected, the installation isgenerally the same. Arial Software recommends checking for updates frequentlyand upgrading to the latest version of the program since features andfunctionality are continually improving.InstallationMinimum System RequirementsCampaign Enterprise can be installed on virtually any off the shelf PC. This isfine for smaller lists or small business just getting started with email marketing.The following are the minimum basic requirements for the PC or server on whichCampaign Enterprise is installed. Operating systems: Windows 2000 / NT workstation / NT server / 2000Server / 2003 Server / Windows XP / Windows 2003 or XP SP2/ WindowsVista / Windows 7 5GB free disk space 256MB RAM Internet Explorer 6.0 Bandwidth to the Internet (DSL, T1, etc.) Access to source database. (Supported databases include MS SQL,Oracle, FoxPro, MS Access, dBase, comma separated values text filesand many other formats. Campaign will not directly read ACT! databases(unless it has a SQL backend) or Excel spreadsheets, but you can savethese data as csv files or export them into MS Access as a solution.) SMTP mailers supported: Campaign supports any standard SMTP mailer,including: SendMail, LSMTP, MS IIS, Post.Office, Exim, MS Exchange,etc.Enhanced System RequirementsWhen utilizing huge lists, with hundreds of thousands to millions of emailaddresses, Arial Software recommends the following system to increaseperformance. Operating systems: Windows 2000 / 2000 Server / 2003 Server / WindowsXP Professional / Windows 7 10GB free disk space (or better) Pentium 4 processor (or better) 7200 rpm IDE hard drives or faster (SCSI for extreme performance) Bandwidth to the Internet (DSL, T1, etc.) Dedicated IP address (static)8
Admin Settings OLE DB connection to source database (preferred)SMTP mailers supported: Campaign supports any standard SMTP mailer,including Imail, SendMail, LSMTP, MS IIS, Post.Office, Exim, MSExchange, etc. For high performance, consider Port25 solutions orIronport servers.512MB for stand alone Campaign Computer. At least 1GB of RAM ifCampaign resides on the same computer as your SMTP server ordatabase. (More is even better, memory is still relatively cheap so addmore if you can).Internet Explorer 7.0Install EnterpriseDownload the evaluation version of Campaign Enterprise from Arial Software'swebsite, download page. The installation files are rather large; exceeding 34 MBdepending on the version available so make sure you have enough room on yourcomputer. Arial Software recommends that when you download, you place acopy of the downloaded file in a directory on your computer. If there were aproblem with the installation, then you would not necessarily need to downloadthe file again, simply reinstall from where you saved the copy of the file.Once you download the file, simply open it, and run the installation executable.Follow the instructions on the installation process. If you change the pathway towhere Campaign Enterprise is installed, make sure you note the drive and thefolders. By default Campaign Enterprise is installed on to the following directory:C:\Program Files\CampaignEnterprise. When this book refers to the pathway forCampaign Enterprise for any reason, we will assume the default pathway to theprogram files.Once the installation is complete a detailed installation log file called"INSTALL.LOG" is available in the main Campaign Enterprise directory,C:\Program Files\CampaignEnterprise. If there were a problem during theinstallation, you can refer to this file for troubleshooting. If you require technicalsupport, this file may be requested.ConfigurationCampaign Enterprise is meant to run at all times while a campaign is being sent,or if campaigns are scheduled. Many of the advanced features like click throughor opened email tracking require Campaign Enterprise to be up and running toensure their proper function. Install Campaign Enterprise on a computer that iscapable of acting as a server, even if it is not a server class computer.Sample Configurations9
Enterprise ManualThere is no specific recommended configuration for how you want to set upCampaign Enterprise in your network. The system resources available for eachcomponent of Campaign Enterprise, the database, and the SMTP serverdetermine the configuration. The following examples are basic configurations;you will likely need to discuss considerations with your network administrator.This diagram represents the Database, Campaign Enterprise and SMTP serveron three separate computers. Recommended connections between the SQLtype Database and the Campaign Enterprise computer are via an OLE DBconnection. Between the Campaign Enterprise computer and the SMTP server,we recommend a 10/100 mbs Ethernet connection.This diagram represents the Database on a separate computer, CampaignEnterprise and SMTP server on the same computer. To eliminate the need for aconnection between Campaign Enterprise and the SMTP server, you mightconsider putting them on the same computer. Make sure that your computer hasenough resources to run both applications.This diagram represents Database and Campaign Enterprise on the samecomputer, SMTP server on a separate computer. If you are using an Accesstype database, you need to put the database and Campaign Enterprise on thesame computer. If you need to do this, you may want to split out your SMTPserver, again we recommend using a 10/100 mbs Ethernet connection.This diagram represents all three components on the same computer. If youdecide to put all of your components on the same computer, make sure you haveenough hard disk space and RAM to run all the applications efficiently.Starting Campaign EnterpriseStart Campaign Enterprise in one of two ways; application mode or servicemode. Initially you want to start in "Application Mode" until everything isconfigured properly. To start in "Application Mode" simply click "Start AllPrograms Campaign Enterprise Campaign Enterprise" a splash screen10
Manage Email Campaignsfollowed by a small window, called the Server Manager window opens. If this isthe first time starting Campaign Enterprise, an application browser window opensautomatically leading to a product registration page.At this point you are prompted to enter your serial number if you alreadypurchased a license, or continue with an evaluation. The evaluation version ofCampaign Enterprise is fully functional, meaning you can test any of the featuresavailable. The only limitations of an evaluation are on the number of emails youcan send at one time (100) and the number of users available (1 in addition tothe Admin user). Each message that is sent is appended with a taglinepromoting Arial Software. After you enter a serial number, or continue with theevaluation, you are asked to log into the Campaign Enterprise server. Thedefault username is "Admin" and the default password is "Admin", these can bemodified in the Administration area of Campaign Enterprise after the initial log in.The other way to start Campaign Enterprise is to run it as a service, or "ServiceMode." During installation the campaign executable is registered as a service,which allows Campaign Enterprise to run in the background, and startautomatically when the computer is turned on. To set up the CampaignEnterprise service, click "Start Control Panel Administrative Tools Services". Find the Campaign Enterprise service in the list of services andhighlight. Click on the properties icon and examine the service properties. Whenrunning as a service, it is important to set up Campaign Enterprise with fullprivileges so that there are no obstructions to running Campaign Enterprise orconnecting to your database. Setting up a user logon is recommended. Pleasesee your network administrator to ensure that the user logon has all theprivileges that are required.BandwidthThere is no simple translation of bandwidth to how many emails per hour yourconfiguration will send, the primary bottlenecks for sending speed are the SMTPserver and the bandwidth. The more bandwidth you have, the faster your emailswill go out. This table assumes you do not have any limitations on your SMTPserver at all, this is just pure bandwidth speed and that you have a 1 kbmessage.Available Bandwidth28.8K Modem:56K Modem:ISDN:T1:Cable Modem:DSL:T3:Approximate 00023,000-370,0002,000,000Data Rate (bits persecond)28.8 Kbps56 Kbps128 Kbps1.544 Mbps512 Kbps to 3 Mbps512 Kbps to 8 Mbps44.736 Mbps11
Enterprise ManualOC-256:620,000,00013.271 GbpsActivation/Serial NumbersSerial NumberThe Serial Number unlocks the Enterprise edition you purchased. Once youenter your serial number you will not be asked for it again.To verify or modify your Serial Number click Administration ManageConfiguration.The current edition of the software is displayed at the top of every page.Campaign ServiceCampaign Enterprise can run automatically in the background as a service.Meaning that as long as the machine on which Campaign is installed is up andrunning, Campaign will be running in the background. While running as aservice, Campaign can automatically start up when the machine is booted.1. Go to Start Settings Control Panel Administrative Tools Services2. Double click CampaignEnterprise11 in the list of services, the Propertieswindow will appear.12
Manage Email Campaigns3. Select Automatic from the drop down list by "Startup type:". (Manual isthe default type, meaning the Campaign server is started by beingaccessed through the Start Menu or shortcut, or you have to manuallystart the service.)4. Click the Log On tab.5. Select This account and browse to an Administrator account on yoursystem. Selecting an Administrator account will ensure that Campaign hasaccess to all the system resources.13
Enterprise Manual6. Enter the password for the Administrator account and confirm thepassword.7. Click the General tab.8. Click Start to start Campaign Enterprise.To view the server status while running the program as a service, from theMain Menu go to Administration and select Server Manager Status. In the statuswindow you can view the processes being run by the software. From thiswindow you can enable/disable the POP checking, Schedule checking andDebug Mode.14
Admin SettingsAdmin SettingsThe administration tab is located at the top of the Main Menu screen ofCampaign Enterprise after you log in.The tab is only available to Admin users, which include the main Admin user andany user account that is designated as an Admin user. The Administration taballows the user to access the following sections: Default Campaign Configuration – default and global Campaign Enterprisesettings. Server Manager Status – to monitor the events occurring on theCampaign Enterprise server, also allows you to enable debug mode, andmanage some of the server functions remotely. SMTP Connections – create and manage global sending configurations. Blackout Dates – limit dates on which campaigns can be scheduled. Database Shortcuts – allows you to set up different connection strings tovarious databases. Ideal for multi user editions of Campaign Enterprisewhere you are managing several client configurations. This feature mustbe enabled in the Default Campaign Configuration section. Email Accounts – create and manage bounce and unsubscribe emailaccounts globally. Manage Users – set up and edit user accounts. In the evaluation andsingle license versions only the Admin user and one additional user areavailable. Manage Groups – only available with a multi-user license. Allow you tocreate and edit groups of users. Email Footers – configure and manage email footers to be appended tocampaigns. Software Update – look to see if you have the latest version of CampaignEnterprise.You can also access the various sections from the bottom of the page by clickingthe corresponding icon. Hover over the icon to see where it will take you.Only users with administrator privileges have access to the administrationfunctions in Enterprise.15
Enterprise ManualDefault Campaign ConfigurationClick the Manage Configuration button to edit the following.Registration InformationThis is where the Serial Number to activate the program is entered. If anadditional user license was purchased, first enter primary serial number and clicksave, then return to the configuration page and enter the user license serialnumber.Campaign System Settings Set the Admin port number. The default is 82. This port is used forremote access via a web browser.Set the ports used by Campaign Enterprise, the default ports are 81 forclick through and opened email tracking features.Set the domain name or IP addressed used by Campaign Enterprise fortracking click through links and opened emails. The default is 127.0.0.1which is the localhost IP address. (This IP or domain must be accessibleto the public in order for the click through, opened email tracking,subscribe, or web unsubscribe processing to work. Many new browserswill not serve up pages using an IP address so it is highly recommendedthat you use a domain name. A firewall or router rule must also be set toallow requests coming to that domain, on the specified port, to be servedup by the Campaign computer instead of the normal web server).Remember that this domain name must be accessible from the internetin order to allow the above processes to work. 16User session time out is set to 15 minutes by default. When accessingCampaign Enterprise remotely using a web browser, closing the browserwindow will not kill the session. If you have people logging in remotely,you may want to decrease the time out period to something morereasonable.POP account monitoring cycle is set for 5 minutes, this is how oftenCampaign Enterprise checks the POP accounts for bounce and emailunsubscribe processing.You can also enable the POP processing to only occur at certain times.Just enter the start and end times in the appropriate fields using thefollowing format: 12:15AM.
Manage Email Campaigns Database Shortcuts are useful when you have many clients from differentsections and you want to separate database connections. The defaultsetting is disabled.Stored Procedure updates are advanced write back options. The defaultsetting is disabled.Run authorization required is off by default.Web server logs are disabled by default.Feedback LoopCampaign can monitor an email account that is signed up for one or morefeedback loops. Campaign can then sc
marketers using Campaign Enterprise to improve email marketing techniques to utilize and learn best practices for permission email marketing. Campaign Enterprise is one "link" of a three-link chain, consisting of a database of email addresses, Campaign Enterprise and a Simple Mail Transfer Protocol (SMTP) mail server or Mail Transfer Agent (MTA .
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