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How to set up a FTP Import
FTP Imports provide a simple solution to automating your data imports. This can be effective for pushing data from your CRM system or another tool that collects contacts into CONNECT. Follow the tutorial below to set-up your first FTP Import. Note: In order ...
How to edit a FTP Import task
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....
Navigating around
To access CONNECT, you simply navigate to https://portal.umpiredigital.com You will be asked to sign into our Single Sign On system first. The credentials you use will have been provided by our support staff. If you have forgotten/lost your credentials and ne...
Using this Resource Center
Before we get you acquainted with CONNECT, we want to ensure you use this resource center to it's full potential. As you might have noticed already, our resource center is based around books that you can browse, search and read through to find the content you ...
Fields
This section helps you set-up and manage all of the data points you wish to collect on each of your contacts. This is one of the first things you will want to setup before using CONNECT as it provides the structure for uploading contacts and is the focal point...
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. In CONNECT, Subscriptions helps you manage this process and track...
Uploading your contact list
Lists are a great way to bulk upload your original contact lists, to make manual, bulk updates along the way and create static lists of contacts that you plan to use for deployment. As this feature is able to update/overwrite sensitive contact data, it is im...
Creating a new template
Templates provide a great way to make re-usable content to keep your branding and messaging consistent across various email campaigns. They also help cut down on the set-up time of each email message within CONNECT. Tutorial Please note: To try out the featu...
Email design best practices
Preheader The preheader of an email is the text the appears before the main header of the email. We recommend including one in your email template as it provides a great way to introduce the email and is usually the first piece of text shown to the user in th...
Introduction to the Message Builder
The CONNECT Message Builder allows you to craft and test the email content you plan to send to your recipients. It takes you through a 6 step process with a wide variety of options, editors and testing tools to make your email campaign successful. Details - T...
Envelope Information
From Address/Reply-To Address 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 reputati...
Updating the content
The Content step is where you will spend most of your time when building your message. It is where you provide the HTML content that will be sent to your contact list. While we also offer a WYSIWYG editor or Code editor, we will be covering the Drag and Drop e...
Generating the text version
Why do I need a text version? The text version provides a non-HTML code version of your email to the end-recipient. This version is used by some screen readers for the hearing impaired as well as any recipients who do not allowed HTML emails to be viewed. F...
Tracking opens and clicks
One of the many benefits of email marketing is it's ability to easily track the user's engagement and interest in the content you send them. Two very common things to track in email is if the recipient opened the email and if they clicked a link in your email....
Testing your email
Preview 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 without the editor in the way. This step is especially useful if you are using personalization/dy...
Deployment setup
The moment you have been waiting for. It's time to set-up your first deployment. This step combines the content you have created in Messages with the contacts you have uploaded into your DataMart. To begin, navigate to the "Deploy" screen and click "Create ne...
Review, review and review some more
We cannot say it enough. This step is the most important when deploying emails. CONNECT has a fantastic view for you to ensure success in your email campaigns. The "Schedule and review" step will provide you with all the information you need when setting up y...
Scheduling and controlling your deployment
Once you have reviewed your email and are satisfied, you can decide to send the email immediately or schedule it for a future date and time. We always recommend the latter. Select the date, time and time zone you would like your email to go out at. Even i...
Introducing CONNECT Analyze
Access The current "Analyze" section is getting an overhaul and we are excited to invite our users to the new CONNECT Analyze application. Your CONNECT onboarding specialist should have already provided access but if you are still unable to access, please r...
Measuring performance
When viewing your deployment metrics and determining success, there are a few things you want to consider: What is the primary goal of my email? How well do my emails normally perform? Was there something unique about the content in my email that would in...