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How to Set Up a Welcome Program
One of the most powerful tools in your email arsenal is a welcome program. It not only provides your customers with a confirmation of their subscription to your email program but it also helps nurture them as a subscriber so they will be more engaged in your e...
How to Set Up an AutoProgram
AutoPrograms allow you to set up a predetermined "stream" of messages for your records to complete. In these programs, you choose a segment, so that the program knows who to target and a Subscription so that the program knows who to exclude based on their sub...
A/B Testing
The Analyze tab gives the user a high level overview of the different data points for each versions and each test type (Subject or Content) By clicking the arrow as shown on the illustration, it will display the metrics related to the A/B te...
CONNECT Home Page - Opens by Device
On the home page, you might have noticed that you have a pie graph that that shows "Opens by Device" percentages. This graph will give you great insight in what devices the contacts you are sending to are using to view your email campaigns. This gives you ...
CONNECT Home Page - Active/Inactive
On the home page, you might have noticed you have a bar graph that shows "Active/Inactive" percentages. This graph will give you great insight into how much of your contact base is currently engaging in your email programs. For an in depth description on t...
CONNECT Home Page - 12 Month Trend
On the home screen, you might have noticed you have a line graph that shows a "12 Month Trend". This graph will give you great insight into how your community is performing month over month. For an in depth description on the graph, see below. The 1...
CONNECT Extended Service API
CONNECT Extended Service is a REST based interface for interacting with your CONNECT communities. This documentation covers all details required to connect and interact with the various resources in a community. https://docs.api.inboxmarketer.com
How to Upload Records as Stakeholders, Test Accounts and Seeds
Throughout CONNECT, you will see references to three different records types: Stakeholders, Test Accounts and Seeds. In this article, the process for uploading these records and the recommended uses for each are discussed. 1. Begin uploading the list of ...
How to Segment by Contact Source
Segmentation now offers you the ability to target your contacts based on sources they may have entered your DataMart through. These include - List Upload - FTP Import Task - Webform - Adding a single contact - API List Upload Simply drag and drop ...
How to Create a Segment with Multiple Fields
Learn how to create multiple AND/OR statements in a segment and hone in on those specific customers you wish to target. 1. Follow Steps 1 - 5 in "How to Create a Segment with one Field" How to Create a Segment with one Field 2. Creating an ...
How to Target Contacts Based on their Permission Level
This feature allows you to target contacts based on their permission level for a specific subscription. 1. Name your Segment In "Create new segment ", you can now target recipients from a specific subscription based on their permission level ...
How to View if a Contact is a Hard Bounce
If a specific contact is complaining that they are not receiving their email, they might have been flagged as a hard bounce. To view if a contact has been flagged as a hard bounce by UMPIRE, follow these instructions: 1. Navigate to the People tab in ...
How to Unsubscribe One Contact from a Subscription(s)
If you come across an individual who wishes to be removed from one or multiple subscriptions you are currently deploying to, you can use this method to unsubscribe them from those subscriptions. 1. Navigate to the People tab in the Target page 2...
How to Use Segments for Exporting Records
Segmentation in CONNECT provides the ability to create any slice of data you wish using the data you have provided. Sometimes you might want to export this data for external reasons or to manipulate the data and re upload that group of people back into the t...
How to Add an Additional Person
There are situations where you might need to add one more person to your DataMart, either a customer or maybe you have a new team member you would like to add as a stakeholder. Here's how. 1. To begin, click on the People tab located in the Target screen ...
How to Target Contacts using Email Behaviour Segmentation
Target inactive contacts to send a reactivation campaign and increase email program participation or target contacts who did or did not perform the required action in an email communication. Email behaviour segmentation allows you to use your incoming email ...
Segmentation Operators by Field type
When creating segments in UMPIRE, different operators will appear and will allow you to manipulate the different kinds of data differently. These operators are pre-determined by the field type of the field you are about to segment on. Below are description...
Create a Data Extension
Data Extensions are a great way to expand on your customer profiles by adding in additional data that links to one of the datamart fields. This can be used to link a preferred store ID to a list of stores and their locations or an assigned customer representat...
Managing your Data Extensions
The Data Extension tab in the Target screen provides multiple options for managing your Data Extensions including options to add/update more records or delete records. Tutorial Please note: To try out the feature, click the full screen icon in the tutorial....
How to export a segment
Using segments is not only a great way to target specific groups of contacts but it's also a great way to retrieve data from CONNECT for use outside of the application. This tutorial will help walk you through how to export a segment using our Exports feature....