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Legacy Knowledge Base
All of the content that was present in our old Knowledge Base. We are in the process of migrating it but is here if you need more information.
Getting Started
User Management
The DataMart
The Compose Screen
Getting Started
Beginner's Guide
This guide will help introduce you to all of the features you need to know about to set-up and deploy your first email campaign from CONNECT. It focuses on a primary use case but if your specific email campaign has advanced pieces, it will provide additional l...
The Target Screen
The Automate Screen
The Deploy Screen
The Analyze Screen
User Login
Importing Contacts
Contact Management
FAQs
About
Glossary
Tips And Tricks
Data Extensions
Using your data to provide Dynamic Content
Getting to know Messages
Getting to know CONNECT
In this chapter, we will walk you through how to navigate around CONNECT and get acquainted with the user interface.
Setting up your DataMart
In CONNECT, we recommend a data first approach to email marketing. Thinking about your data before you think about the content provides a unique perspective into what will drive your email campaigns and create a target experience for your customers. In this...
Setting up your first template
Templates are a great way to keep your branding and messaging consistent while also keeping your campaign set-up time to a minimum. This chapter will focus on walking you through setting up a re-usable template that you can use as a starting point for all your...
Setting up your first message
In this chapter, you will bring together all of your content into an email message. A message will contain your envelope information, content and provide testing features for you to ensure you are providing a well crafted email.
Deploying your first email
In this chapter, we'll get you acquainted and comfortable with the features that allow you to take the content you have created and the contact list you have collected into what we call an "email deployment".
Analyzing the results
Before moving on to your next campaign, we'll walk you through the how to analyze the results of your email campaign and increase the engagement of that email even more.
Templates
Landing Pages and Web Forms
The DataMart
Segmentation
Importing data
Tips and Tricks
Which From/Reply-To addresses can I use?
ANSWER: When your community is set up in CONNECT, we ask for a domain that you would like to use for your email messages. This domain is setup in the backend by our Connect Support team so that you may set up any email address that uses that domain. For exampl...
How Do I make my List Files CONNECT Compatible?
ANSWER: Lists files need to be saved as a .CSV (Comma delimited) file in Excel with UTF-8 encoding. Each column should have a header that indicates what data is below it. See below for steps and examples. 1. Open your list in Microsoft Excel 2...
What are Subscriptions?
ANSWER: Subscriptions are a collection of people who have decided at one point to receive or not receive, all or specific email communications from your company.In a majority of cases, email programs only have one Subscription. The customer either does or does...
About
Welcome to Connect, the messaging platform built by marketers for marketers, to make your life easier. With Connect you can: •Gather content, contacts, and reporting analytics all in one place •Create and deploy digital messages in record time â€...
System Requirements
As CONNECT is a continually evolving software solution there are a few minimum system requirements required to ensure optimal user experience. System Requirements: Internet connected computer. It is best to use a high-speed connection and a windows or mac ...
Product update - 3.20.2018 - Data Extensions
Data Extensions allow you to connect values from your contacts with additional data, such as assigned agent information and preferred store information.These extensions are a great way to not only manage your separate lists of information, but insert that in...
Webinar: Overview of the new Drag and Drop editor
Getting Started
The first step to using CONNECT is setting up your digital messaging community. CONNECT Support will set up your community when you sign up. They will also contact you to discuss who should have access to your community. If you need multiple communities (fo...
How to create a standard message
Messages contain all of the content you will be using to deploy to your contacts. When creating a message, you provide the sender information, subject line and template you wish to send. Messages can be re-used over and over again in your deployments to allow ...
Field Data Types
When creating fields within your DataMart there are 4 different data types to make note of: Email Address - This data type is for collecting email addresses for your contacts for use with segmentation and deploying email type communications. In most situati...
Deployment
Deployment indicates the act of combining a message with a list of recipients for the purpose of sending them content through UMPIRE. This could mean that you are sending an email message to a list of 1000 recipients through UMPIRE or you have a Welcome prog...
Fields
Behind every database is set of data points that you have decided to collect. These points provide not only a way to organise the data you collect, but also allow you an easy reference point to segment on. Fields are data points that you have pro-actively dec...
Subscriptions
The driving force behind any email program is the Opt-in/Opt-out process that has been put into place. This will allow customers to start receiving your email campaigns or stop receiving them. Subscriptions helps you manage this process. Subscriptions are a...
Record Types
Record types give the user the flexibility to flag individuals in their DataMart as employees or account stakeholders so that they may be included in certain processes throughout the email campaign. Listed below are the different types of records that can be ...
HTML Coding Tips for Email
Coding HTML for email might sound easy, but there are a lot of industry best practices that you might want to know before you begin. General Do not use <div> tags Do not use <p> tags Do not use padding anywhere All content must be tabled ...
Using Symbols in Subject Lines
Recently, you might have seen some interesting symbols appearing in your inbox. Unicode Symbols have started to make an appearance in subject lines and Digital marketers are using them to their benefit to get noticed in a sea of text based subject lines. We te...
Prioritized Sending: Ensure contacts Do Not Get Bombarded by Emails
There are plenty of times where marketers wish to send out several different deployments around the same time as each other. The biggest issue that arrives with this tactic is that the deployment lists/segments being used in the deployments, often have overlap...
Personalize your Emails the Right Way
Personalization is a great way to engage your subscribers. Do it right and your subscribers will feel that you know and care about them. We can help you do it the right way. 1. Create a New Segment with the definition "First Name is empty" and Save ...
Targeting your New Subscribers
When building your email program, you might find the need to target "New Subscribers" for use in your Welcome Program. Using the CONNECT segmentation tool, you have the ability to segment on your subscriptions which allows you capture your new subscribers fo...
Copying Text Formating in the Template Editor
When using the template editor, you might come across situations where you want to use the same text formatting (color, size, font, etc.) in another part of your email. This quick tutorial will show you the best way to copy text formatting from other parts o...