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82 total results found

Exporting CSV files from Microsoft Access 2007/2010

Getting Started Tips and Tricks

If you have an external database located in Microsoft Access 2007/2010, there is a special set of instructions you must follow in order to create a list (CSV File) that will upload properly into CONNECT. 1.  With your Database open in Access, right click on...

Create a Meeting File for your Messages

Getting Started Tips and Tricks

When creating an Event notification to send out to your subscriber list, a create addition is to have a Meeting Invite file that users can use to automatically place the date in their digital calendars, whether it be on their smartphone or their computer. This...

Landing Pages and iFrames

Getting Started Tips and Tricks

Landing Pages within CONNECT provides users with the opportunity to create hosted HTML pages that can be used in a variety of situations.  One use is iFrames within a website. This gives the user the ability to use the hosted content within CONNECT on their w...

Styling your Web Forms or Unsubscribe Page

Getting Started Tips and Tricks

If you would like to be able to style your web forms or Unsubscribe page buttons and give it the look and feel of your branding and landing page design, you can use the CSS classes below in an embedded stylesheet within your CONNECT hosted landing page to alte...

Dynamic editing of Envelope section

Getting Started Tips and Tricks

CONNECT allows users to enter dynamic or static from and reply-to addresses in the envelope section. Go to Compose > Envelope. Here, you will see the following screen:     Let’s start off with From address and From name. Select next to the F...

What are Content Rules and how to use them?

Getting Started Tips and Tricks

Content rules allow users to add dynamic content to email messages by mapping it relative to the recipient information from the Datamart.   What is the difference between Content Rule and Content block? The immediate difference is the way these two types ...

What are content blocks?

Getting Started Tips and Tricks

Content blocks allow users to insert dynamic content in their email by creating a dynamic variable that displays information relative to the information retrieved for a specific record type in Datamart. These variables are user created and defined.   What is...

How to use the Template Editor

The Compose Screen Tips And Tricks

The template editor provides an array of tools to help edit your template right in Connect. The template editor also provides all the necessary functions to create an email template from scratch although this requires a bit more expertise on your part.    Ed...

How to Preview a Message

The Compose Screen Getting to know Messages

Previewing a message is a great way to verify the message you are about to use is correct and to instantly see the changes you have made to the message.  If you are using dynamic variables or content, it is a great way to verify that the logic and variables y...

How to Test a Message

The Compose Screen Getting to know Messages

Testing your messages is a very important process in quality assurance. We recommend thoroughly testing every message that you set up. Below are the steps necessary to send out test messages. 1.  Click on the "Test" step       2.  If required, selec...

How to Disable/Enable a Message

The Compose Screen Tips And Tricks

The Enabled/Disabled status allows you to place messages that you are no longer using in the background (Disabled) or return them to normal view (Enabled). 1.  Disable/Enable a Message     Click on this icon to INSTANTLY change the status of a messag...

How to Upload and Insert an Image

The Compose Screen Tips And Tricks

If you are looking to use images in your templates and messages, the image library provides a place to host your images and the Template editor allows you to easily access and insert them.   1.  First the image must be uploaded to the system. To do this, c...

How to Duplicate a Message/Template

The Compose Screen Tips And Tricks

Duplicating a message or template is a great way to save time and effort in CONNECT. This tutorial will show you the simple steps in doing this. 1.  Navigate to the Message/Template you would like to Duplicate     2.  Click the “Save Asâ€� button l...

How to Create a Dynamic Subject Line

The Compose Screen Using your data to provide Dynamic Content

This feature offers the possibility to create Dynamic Subject Line based on the data that was collected from your customers or users, You can either use a dynamic variable or add a logic. 1.  Click ## "Insert a Dynamic Variable" button         Go to Compos...

How to Provide Targeted Information using Dynamic Content

The Compose Screen Using your data to provide Dynamic Content

When building a message or template, you might come across a situation where you want to display an offer or image to the recipient based on their preferences or the demographic information you have collected on them.  Dynamic Content allows you to create IF/...

Dynamic Content Syntax

The Compose Screen Using your data to provide Dynamic Content

PREREQUISITE : Dynamic Content Allows the user to create dynamic content statements without needing to know the syntax.  A new syntax has been created in the system which allows developers to keep all content and logic within one document. Syntax ##F...

How to Use Fields for Dynamic Content

The Compose Screen Using your data to provide Dynamic Content

Dynamic variables are a great way to personalize your message with information you've collected in your DataMart about the user (Name, Address, Recent Purchases, etc.).  This will help you engage your customers on a much more personal level. 1.  The ## Tag...

How to Create a Web Form

The Compose Screen Landing Pages and Web Forms

Web Forms are a great way to collect new subscribers for each subscription you have in your DataMart or just collecting customer data for later use.  This tutorial goes over the standard method for creating a web form. 1.  To begin, navigate to the Compose...

How to Create an Unsubscribe Page (Update: add customised unsubscribe button text and post confirmation text)

The Compose Screen Landing Pages and Web Forms

Update: add customised unsubscribe button text and post confirmation text In the landing page feature, you are able to set up an unsubscribe page to include in your email campaigns and manage your opt-outs.  This tutorial covers the process of setting up an ...

The From Address

The Compose Screen Getting to know Messages

The From Address is one of the most important parts of your email campaign.  It identifies who you are to not only your customers but the ISP's (Gmail, Hotmail, etc.) as well.  And with any identity, it also indicates your reputation in the space as well. ...