Introduction

Welcome to Emarsys Broadcast, the email marketing solution for high-volume senders. Emarsys Broadcast can process large amounts of data in record time; you can, for example, import 5 million email addresses in 10 minutes or display the response (open rates, click-throughs, etc.) of a 15 million-email campaign in real time. The current launch speed of 10 million emails per hour can be manually altered to accommodate slower website response times. Emarsys Broadcast is designed for virtually unlimited list sizes. With Emarsys Broadcast, you can personalize and individualize your emails to tailor them to the needs at hand; for each customer, individual images and links can be used. The application and user interface of Emarsys Broadcast were designed by marketers for marketers and do not require any prior IT knowledge. This user guide provides you with detailed information on what you can do with Emarsys Broadcast – and how to do it.

Campaigns Tab

After you have logged in to Emarsys Broadcast, you see your user name (1), your account (2), and a direct link to your user profile (3) displayed at the very top of the main window.

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By default, Emarsys Broadcast opens with the Campaigns tab; here you can view, edit or delete existing campaigns and create new campaigns. A number of pre-defined, selectable campaign attributes allow you to tailor your campaigns to the needs at hand.

The Campaigns tab consists of the following elements:

  • A campaigns table with a list of all existing campaigns. The property columns provide information on the campaign attributes; by clicking one of the characters in the Options column, you can start to work directly on the corresponding campaign.
  • The Campaign Selection panel; here you can search for a specific campaign and filter the campaigns in the table.
  • The Create New Campaign button; click it to create a new campaign.

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Campaigns list property columns

The property columns that are visible in the campaigns list depend on the settings you have made (see Define property columns below). The following options are available, among others:

  • Import Status – In Emarsys Broadcast, to import means to add a list of recipients to a campaign. For a successful import, the column displays the number of imported entries; for a failed import, the column displays the word Failed.
  • ID – The Campaign ID; this is a combination of the campaign name, the campaign creation date and two additional characters which are automatically generated from the owner’s user name.
  • Owner – The name of the user who created the campaign.

Status column

The Status column shows the status of the campaign; it can be one of the following:

  • planned – the campaign is currently being prepared and has not been scheduled yet.
  • scheduled – the campaign has been scheduled but was not launched yet.
  • queued – the campaign has been scheduled and is about to be launched.
  • paused – the campaign has been scheduled but the process was paused. The campaign can still be sent.
  • completed – the campaign has been sent successfully.
  • aborted – the campaign was aborted; it can no longer be sent.
  • deleted – the campaign was deleted.
  • on – available for segmented campaigns only; the segments can be sent.
  • off – available for segmented campaigns only; the segments cannot be sent, but they can be edited, imported, etc.
  • active – available for recurring campaigns; the recurring campaign will be sent as scheduled.
  • inactive – available for recurring campaigns; the recurring campaign will not be sent.

Options column

You can open and edit campaigns at any given time by clicking the corresponding letter in the Options column:

  • Click P (Preview) to see how the campaign will be displayed after it has been sent.
  • Click S (Settings) to display the Campaign Settings screen.
  • Click E (Edit) to display a screen where you can edit the campaign content.
  • Click T (Testing) to display a screen where you can test the campaign.
  • Click SC (Schedule) to display a screen where you can set a launch date for the campaign.
  • Click C (Clone) to clone an existing campaign.
  • Click X to delete a campaign from the list. You must confirm your action.

Number of list entries

You can decide how many campaigns the campaign table displays; at the bottom of the Campaigns tab, select 10, 25, 50 or 100 entries per page.

Campaigns tab – activities

Via the Campaigns tab, you can perform the following actions:

Search for a campaign

To search for a specific campaign in the list, procede as follows:

  1. In the Campaign Selection section, Name field, enter the campaign’s full or partial name.
  2. Click Search to display the search results.

Note:To go back to the campaigns list, delete the campaign name from the Name field and click Search.

Define property columns

You can decide to replace certain property columns in the list with others.

  1. To view your options, click Change columns; the corresponding dialog field is displayed.
  2. If you want other columns to be displayed, select them from the dropdown lists.
  3. Click Save; the campaigns list is updated to reflect your changes.
  4. Click Close to close the dialog field and return to the list.

Create a new campaign

To create a new campaign, click Create New Campaign. On the Campaign Settings screen you can define and create your new campaign.

Campaign Settings screen

Click Create Campaign on the Campaigns tab to display the corresponding screen. The campaign attributes that you have to define depend on the template you work with. In a typical template you can define, for example, some or all of the following attributes:

  • Campaign Size
  • Location
  • Communication type
  • Domain
  • Language
  • Campaign Description
  • Campaign Type
  • Planned Launch
  • Planned Launch Time
  • Mailing Volume

Notes:

  • The entry for Campaign Owner is generated by the system on basis of your user name.
  • You can apply no less than two and no more than four attributes. For any attribute changes, please contact Emarsys Support.

Click Create Campaign to create a regular campaign.

Note: For information on how to create a multi-segment campaign, see Advanced features below.

Click Save Settings; otherwise, your settings for the campaign will be lost when you go to another screen. After you have saved your settings, you can use the Edit content, Testing and Send campaign (1) functions; for more information, see the corresponding sections in this guide.

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Campaign Settings screen after campaign creation

When you save the campaign, the following elements are added to the Campaign Settings screen:

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Fields

Here you select the fields you want to use as column headers for your import file (2). These values are used for personalization and conditional content, i.e. to adapt campaigns to individual users.

Note: New fields (column headers) can be created via Administration tab, Fields option.

  • To add a field to Chosen Fields, select it in Available Fields and click <=.
  • To remove a field from Chosen Fields, select it and click =>.
  • Use CTRL + SHIFT to add or remove two or more fields simultaneously.

Notification list

If you want to send information on the import status (successful or not) to others, select a list of recipients from the dropdown list (3).

Note: To view or create a list of recipients, go to the Administration tab, Test and Notification Lists.

Recipients list

To add a list of recipients to the campaign (4), click Upload Import; the corresponding screen is displayed. For information on how to upload a file, see Uploading screen.

Uploading screen

When you click Upload Import on the Campaign Settings screen, the following screen is displayed:

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Here you can do the following:

Define an import type

You can import a list of recipients in the following ways:

  • Use the Automatic import function. For more information, contact Emarsys Support.
  • For a manual import click Browse and upload a file from your computer.
  • If you want to re-use an imported file click Select Uploaded and select it.

Note: This function is only available for files which have been imported within the last 24 hours. The file to be uploaded must be a CSV file.

Define options for manual import

For a manual import, go to the Select Manual Import Options section and do the following:

  1. Select the Delimiter which is used in your file. The options are: Tabulator, Comma or Pipe.
  2. Activate the Contains Header option if you want the top value in every column to be defined as the column header.
  3. Go to Encoding to select the appropriate type of character encoding.
  4. If appropriate, activate the Encrypt with PGP option.

Match columns

If the column headers in Chosen fields are identical with the column headers of the file you imported, they will be automatically matched to the imported data column. Otherwise you must match them manually in the System Fields section of the screen.

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Start import process

Click Start Import to import the selected file of recipients. The import can take up to 5 minutes; you can stop it at any time by clicking Switch To Campaign View. While the import is in progress, the Processing bar is highlighted; as soon as the import is complete the Finished bar is highlighted and the Finished screen is displayed.

Finished screen

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If the import was successful, you can do one of the following:

  • Click Switch To Campaign View to go to the Campaign Settings screen, where you can continue to design and send your campaign.
  • Click Clear Import if you do not want to use the list.
  • Click Review Import to view the imported contacts for verification (up to 10 contacts are displayed).

    If the import failed, a corresponding message is displayed. You can do one of the following:

  • Click Switch To Campaign View to return to the previous page.
  • Click Clear Import. The import is discarded.

Editing a campaign

Click Edit Content; the following screen is displayed:

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Here you design the campaign and decide what the actual email will look like. Proceed as follows:

Define a reply address

Go to From and Reply and select an email address from the dropdown list. In the outgoing email, this address is displayed as the sender’s address; it is the only address a reply email can be sent to.

Note: To define a new reply address, go to the Administration tab and select Senders. If you need to add a new sender domain, please contact Emarsys Support in order to authenticate it.

Define a subject line

  1. Go to Subject Line and manually enter the subject line text.
  2. If required, you can now personalize the subject line (1):
    • Click Personalization to insert more detailed recipient data e.g. a title, first name, last name, etc. The variables which will be entered in the Subject Line field are the column headers you have matched to the imported data during import; they are prefixed and suffixed with a double dollar sign, e.g. $$Title$$, $$Last_name$$, etc.
  3. Click Cond. Text (Conditional Text) to define conditions that will help you to adjust the text to the recipient at hand. See Conditional content below. To add a new condition, enter it manually, following this convention: <condition_example>.
  4. Click Save Content.
  5. You can now click Check Subject Line to see how the subject line is displayed in the inboxes of various email providers.

Add the campaign content – TEXT and HTML

You can send your campaign as a text-only campaign or a multipart campaign (containing HTML and TEXT parts) (3). This enables recipients who can only accept text mails also to view your campaign. For more information, see Create HTML content. To define whether your campaign will be sent as text-only or multipart, make the appropriate selection on the Campaigns settings screen, Email format.

Create HTML content

To create HTML content you can choose between the following two possibilities, or use a combination of them:

Upload your own HTML page (2)

To upload your own HTML page, proceed as follows:

  1. Click Browse next to the Upload HTML field and select an HTML file.
  2. Go to Encoding and select the preferred character encoding.
  3. Click Upload Content. The HTML editor will display the code in Source mode.

→ You can now edit the code in Source mode, or switch to WYSIWYG mode and view or work on it there.

Create your own content in the Broadcast HTML Editor

Broadcast uses CK Editor, an industry-leading HTML editor which allows you to create a campaign from scratch as well as modify or update existing code. The editor opens in Source mode by default but can be switched to WYSIWYG mode if you prefer to work that way. The HTML editor applies strict HTML formatting conventions and offers a number of features including:

  • Syntax highlighting
  • Auto-insertion of missing closing tags
  • Expanded support for CSS and Media Queries
  • Modular support for adding plug ins

Create the text content of a campaign

Open the Text tab to create a text version of the campaign. This version is displayed to recipients who can only receive text mails. You can use the Personalization, Conditional Content, Unsubscribe and Links options as they are used in the HTML version. You can also upload a text file via Upload TEXT or click Get text from html to copy text from the HTML version to the text version.

Create versions

You can create different versions of a campaign (8) and send them to small percentages of the launch list. Later you can schedule the final campaign with the version which, according to the values displayed for Uniq.Op./Total (open rate) and Uniq.Cl./Total (click rate) on the Reports tab, has performed the best. To create a version, do the following:

  1. Click the plus sign (+) next to Content Versions to expand the section.
  2. Insert a name for the current version.
  3. Insert a name for the new version.
  4. Click Create Version.

You can now switch between the two versions by clicking their names in the Content Versions section.

Use the personalization and conditional content functions

Similar to the campaign subject line, you can also personalize the campaign text by clicking the corresponding buttons. For more information, see Defining a subject line. #### Add an unsubscribe option

Using an Unsubscribe Page
  • Click Unsubscribe (4) to insert an unsubscribe page to your campaign.

Note: Campaigns come with a default unsubscribe page; additionally, you can also add an unsubscribe page via a footer. If you decide to use the Emarsys unsubscribe options, you will receive a daily report which is exported to your SFTP server.

Using a User-Defined Unsubscribe Link
  • Click Plus (+) for personalizing the user-defined unsubscribe link.

→ The selectable fields in the dropdown list are the fields which are assigned to the campaign:

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Manage links

Click Links (4) to manage the links which are part of the HTML content you created or uploaded. You can decide if a link is trackable (i.e. the number of clicks is displayed in the campaign statistics) or not, assign a name to the link for easier statistical representation, upload a link list into the content, etc.

Add a footer

To add a footer to the HTML or the text version of a campaign, select an entry from the Footer dropdown list (6).

Note: To create a new footer, go to the Administration tab and select Footers.

Display a preview

To view the outgoing campaign with the current settings, do the following:

  1. Click Save Content to save the settings you have made so far.
  2. Click Preview (7) to display a screen with the HTML as well as the text version. If the text was personalized or conditioned, enter the personal details of a recipient into the text fields on the left; the screen is updated to display the text this recipient will see.

Request approval mail

This option enables you to have your content confirmed. You must do the following:

  1. Click Approval (7) to display the corresponding screen.
  2. Define a Feedback Deadline.
  3. Enter a Subject.
  4. In the field below the subject line, enter a message, e.g. please confirm this content for our next campaign.
  5. Enter at least one recipient. You can also add recipients via the Choose list option. To define a new recipients list, open the Administration tab and select Test and Notification Lists.
  6. Click Save Configuration.
  7. Click Send Approval Request.

→ The recipient(s) of your approval request receive an email with the message you entered and a link which leads to the approval log.

Approval log

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The approval log displays the content you created, similar to the Preview window. Here you can also add personal details to see how personalized and conditional text is displayed. Additionally, you can also view the comments which your recipient(s) added, and respond to them. Use the Block Launch option to decide if and when a launch is to be blocked because no approval has been sent.

Testing a campaign

If you want to view a campaign as it will be displayed to the recipients, send yourself (and/or others) a test mail. On the Campaigns tab, click T in the Options column or click Testing to display the following screen:

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Here you can do the following: – Manually add one or several individual recipients: select Single Recipient from the dropdown list and click Add.

  • Use an existing list of recipients: select Existing List and click Add. You can define a new list via Administration tab.
  • Import a list: select Import List and click Add. You can now browse for the corresponding .csv file.

The test mail looks exactly like the mail the recipients of the corresponding campaign will receive; this includes the personalized sections.

Note: Sending test mails, opening them and clicking trackable links will not affect the campaign statistics on the Reports tab. The Online-version link in the test mail is disabled.

Sending a campaign

Click Send Campaign to display the following screen:

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The screen is divided into five sections:

Campaign details

Here you can view the campaign name, certain campaign attributes, the launch time, the time zone and the number of recipients in the recipients list you have used.

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Checklist

This section displays information on missing campaign attributes. Some attributes are obligatory, e.g. the import list, and must be provided if the campaign is to be sent. Some are optional, e.g. the text version of a campaign, and you can decide if you want to add them or not.

Conditional content check

Click Check Conditions to see how many recipients will receive a specific conditional content (this is an estimated percentage, based on a random sample).

Content version testing

Here you can schedule a test launch for the campaign. You can define a testing volume and a test launch time. Click Schedule to send the test campaign with the settings you have defined.

Schedule campaign

You can decide to launch your campaign via Manual Launch or Automated Launch. In case of a manual launch, you can make the following settings: Select Partial Campaign to determine which version to send and to how many recipients. After viewing the statistic results for the performance of each version on the Reports tab, you can decide which version is to be sent as the Final version.

Launches

Here you can view detailed information on the launches which have already been scheduled, e.g. the date/time of the launch, the status (FINISHED, WAITING or PROCESSING), the description you provided for the launch, and the size, i.e. the percentage of recipients the campaign was sent to.

Aborting a campaign

To abort a campaign, click Abort. Campaigns can be aborted at any time; however, an aborted campaign cannot be sent again. If you want to send a campaign which was aborted, go to the campaigns list on the Campaigns tab and click C (Clone) in the Options column for the campaign in question. The Campaign Settings screen is displayed with the campaign settings of the aborted campaign.

Advanced Features

Create multi-segment campaigns

In a multi-segment campaign you can have various segments, i.e. single campaigns, which can be created, edited and launched individually, to adapt and customize their content to the requirements at hand. A multi-segment campaign consists of a parent campaign that contains one or more child campaigns. You can view the statistics for each single segment (child campaign), as well as the overall statistics for all child campaigns together (parent campaign).

To create a multi-segment campaign, do the following:

  1. In the Campaign Settings screen, click Create Multi-segment Campaign.
  2. Enter the required number of segments into the Add field and click Create to display the Segments Overview.
  3. In the Name field of the overview, enter names for the segments. A segment name can consist of numbers and/or characters; special characters are not allowed. The combination of campaign name and segment name is limited to a maximum of 18 characters.
  4. Click Create Campaign. Every segment is displayed with a separate S (Settings) option.
  5. Click S to go to the Campaign Settings screen, where you can make individual settings for each campaign segment.

Recurring campaigns

A recurring campaign can be scheduled to run multiple times at a specific frequency (e.g. once a day, once a week/month, several times a week/month, etc.) using the same settings and content. Manual overrides for single recurrences are also possible: With the release of Broadcast V4.9.0 a set of new features for working with recurring campaigns was introduced (see below for further information).

It is now possible to:

  • Manually import data for a single launch ("recurrence")
  • Adjust the scheduled launch date for a recurrence
  • Clone and edit a single recurrence
Creating a Recurring Campaign

To create a recurring campaign, do the following: – In the Campaign Settings screen, create a campaign. See Creating a campaign.

  • For the Campaign Type, select recurring.
  • Click Save Settings.

Once the campaign has been defined in the system, you can import recipient data. Recipient data is defined in a CSV file and is sent via web client or over an SCP connection to our systems. We call the use of the web client a manual import and the transfer via SCP an automatic import.

Notes:

  • The maximum frequency for a recurring campaign is 1/day
  • Recurring campaigns need to be activated in order to receive an import
  • Instead of creating a new recurring campaign, you can also clone an existing campaign
  • see below for further information.
Manual Import for a Single Launch

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  • In the Campaign View, click Import.
  • Select file to be imported from your local hard disk.
  • Select an Import profile.
  • Set Launch date and time (in YYYYMMDDhhmmss).
  • Enter an ExternalID for the recurrence.
  • Click Start Import.

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→ The manual import is done:

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  • Click Switch to Campaign View.
Edit Launch Date for a Single Recurrence

Precondition:

  • Manual Import done:

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Steps:

  • Click Edit Launch for the recurrence you want to edit:

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  • Go to section Schedule Campaign.
  • Enter the desired launch date and time.

Notes:

  • When scheduling campaigns, observe the selected time zone.
  • The "Launch" property can not be changed, it is set to "Final campaign".
Cloning and Editing a Recurrence

This feature allows you to edit the selected recurrence. All changes made here apply to this recurrence only and do not affect the parent campaign.

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  • In the Campaign View, click Clone and edit.
  • Acknowledge the message.

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→ The selected recurrence is automatically cloned for you. You can now start to edit it. The Edit recurring screen is shown:

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  • Edit your recurrence as necessary.
  • Click Save Content.
  • Click SC in the top-right corner to return.
Setting up an Automatic Import
Preparation

Once the campaign has been defined in the system, you can import recipient data. Recipient data is defined in a CSV file and is sent via a web client or over an SCP connection to our systems. We call the use of the web client a manual import and the transfer via SCP an automatic import. The manual import process is not described in this document.

Setting up an Automatic import

For each file to be imported automatically, proceed as follows:

  • Use the file naming format described in the next section.
  • Add a header row that allows columns to be mapped to system fields (this is described below).
  • Use a consistent delimiter for all files. Tabs are used by default; contact Broadcast support if you require a different format.
  • Avoid using text qualifiers, such as single or double quotation marks.
  • Transfer the file via SCP to a single directory based on your account. Once the file is transferred, create an empty control file using the same name of the import file, plus the extension .ctl.

We have an email-based notification system for import errors. If an import fails, you can use manual import, for example to select failed files and to restart the process.

Automatic import — file name convention

For ad-hoc campaigns, the format of the file name should be:

[EXTERNAL_ID]-[CAMPAIGN_NAME]-[PROFILE_NAME]-[CREATED_TIME].csv

For recurring campaigns, the file format will include the recurrence date:

[EXTERNAL_ID]-[CAMPAIGN_NAME]-[PROFILE_NAME]-[CREATED_TIME]-[SCHEDULED_TIME].csv

The different parts of the file name are:

Field Description
CAMPAIGN_NAME The campaign ID in our system, seen on the overview screen.
PROFILE_NAME The numeric ID or name of the automated import profile, accessible from the Administration tab
CREATED_TIME The time the file was created.
SHEDULED_TIME The scheduled launch date of the recurring campaign.
EXTERNAL_ID ID chosen by the client

For example, the ad-hoc campaign 00000-SignatureTest_20090301 using the import profile BuyerProfile would have the file name 00000-SignatureTest_20090301-BuyerProfile-20080323235658.csv, with the control file 00000-SignatureTest_20090301-BuyerProfile-20080323235658.csv.ctl created once the transfer was complete.

Conditional Content

Use the Conditional content option to define conditions that will help you specify the text, according to the personal data of the recipient. For example you can define a condition that shows the text The world belongs to women in case the recipient is a woman, The world belongs to men in case the recipient is a man, or the world belongs to everyone in case the gender of the recipient in unknown.

Conditional Content screen

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To use conditional text in the subject line click Cond. Text (1). To use conditional text in the editor click Conditional Content (2). In both cases the following screen appears:

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Click Add (1) to create the condition.

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Name your condition so you can differentiate it from other conditions. The names of conditions can only contain alphanumeric characters (letters and digits). Spaces or special characters (e.g. @ # $ % ^ & * ) are not allowed. Click Create (1); the condition name will be displayed in the overview screen.

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Click the name of the condition (1) to edit it.

Working with conditions

On the overview screen for conditional content, you can do the following:

  1. Click Add (1) to define your condition.
  2. Click Upload (2) to upload HTML or text content; it will be displayed as defined by the condition.
  3. Click Rename (3) to give the condition another name.

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Defining a condition

Click Add to display a screen in which you can define your condition. You can close the screen at any time by clicking Close (1); this takes you back to the previous screen. Note that closing the window does not automatically save your settings; to save your settings, click Save (8).

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Select the relevant personalized fields from the first drop-down box on the left, e.g. email, age, first name, last name etc. (2). From the next drop-down, select the condition operator, e.g. contains, equals etc. (3). In the next field (4) you enter the desired value.

This way you can, for example, define the following condition: EMAIL / contains / a. Note that you can nest (5) your condition in order to make it as accurate as possible, e.g.:
EMAIL contains a AND first_name contains b OR first_name contains c (5.1).

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HTML and TEXT content

Click the HTML tab and insert the HTML content which will be displayed in the HTML version of the campaign if the condition is true. Click the Text tab and insert the text which will be displayed in the text version of the campaign if the result of the condition is true. Click Save to save your settings and to move to another screen which displays the details of your condition:

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Here you can see the condition you defined (1) and the text you entered in the HTML window. Now you can define which text will be displayed if the result of the condition is false. Click the HTML and TEXT tabs in the Otherwise section (2) and enter the corresponding text. When all required texts are defined, click Back to Overview (3).

Overview screen

The overview screen displays all the conditions you defined. Select a condition in the list to activate the available buttons.

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The buttons provide the following options:

  • Click Add (1) to create another condition for your campaign.
  • Click Clone (2) to duplicate the selected condition in your campaign.
  • Click Use (3) to insert the selected condition in the subject line or the text section of your campaign.
  • Click Delete (4) to remove the selected condition.

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After you have inserted a condition, the name of the condition is displayed in the subject line or text section in the following way: ##condition## (3.1). After you have clicked Save Content in the editor, the condition name is displayed as a green link on the right of the editor text field (3.2); if you want to edit a condition further, you can now simply click the link. When you have defined your conditions, close the window to go back to the editing screen.

Reports Tab

On the Reports tab, you can view a list of launched campaigns and detailed information ontheir individual performance.

Reports tab – main screen

The Reports tab consists of the following elements:

  • The Filters section; here you can filter the list of campaigns to display only campaigns with certain attributes. Select the attributes and click Search. You can also enter the name of a specific campaign and click Search to narrow the list down to one single campaign.
  • A list of launched campaigns. The columns provide information on the campaign settings and the campaign performance; they include: launch date, completion date, test, campaign ID, campaign status, bounced, unique and total opens, unique and total clicks, etc. For more information on the performance parameters, see below.

Double-click a list row to display information on a campaign’s individual performance.

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Reports tab – panes and sections

After you double-clicked a row in the Reports tab main view, the following screen is displayed:

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The top section of the screen displays general information on the campaign, for example the campaign name and email subject line, the destination time zone, the date/time when the campaign was sent and the user who sent it. The left pane of the screen displays the following information:

Email planned

This is the number of recipients for which the campaign was scheduled; the information is taken from the Campaigns tab, Scheduling screen. You can also view the number and percentage of invalid emails. Invalid are all emails which do not have a proper email address assigned. Possible reasons for this could be that the email address is missing altogether (i.e. was not entered in the import file), or the email address was written with bad syntax (for example: example@@@emarsys.com, or emarsys.example.com, etc.).

Email sent

This is the number of emails (expressed as an absolute value and a percentage) which had valid addresses assigned and were therefore sent by the system. Sent emails can be bounced. Bounced emails did not reach their destination, i.e. the recipient’s inbox, due to a negative (or lack of positive) response from the mail server to which they had been sent. Bounced emails are differentiated in the following way:

  • Soft Bounce – Emails which were not delivered due to a temporary problem. The reasons for this can vary, for example the recipient’s inbox is full, or the domain does not exist (e.g. example@doesnotexist.com), and therefore mail servers did not return a negative response.
  • Hard Bounce – Emails which were not delivered due to a permanent problem. The reasons for this can also vary, for example a user no longer exists in an existing domain. In this case, a negative response was returned by the server.
  • Block Bounce – Emails which were not delivered because the mail server refused to accept them.

Email delivered

This is the number and percentage of emails which have actually arrived at the inboxes of the recipients, i.e. the sent emails minus the bounces. You can also view information on the following:

  • Total Opened – How many times emails were opened, once or several times, by their recipients. If, for example, one recipient opens one email 10 times, and another recipient opens it 5 times, the Total Opened value is 15.
    • The Total Opened value can only be calculated for HTML emails and not for text emails.
  • Unique Opened – How many individual recipients opened the email. In the example above, if one recipient opens one email 10 times, and another recipient opens it 5 times, the Unique Opened value for that email is 2.
  • Totals Clickrate – How many times links were clicked. If, for example, one recipient clicks a link 10 times, and another recipient clicks the link 5 times, the Total Clickrate is 15.
  • Unique Clickrate – How many individual recipients made clicks. For example, if one recipient clicks two links a total of 10 times, and another recipient clicks one link 5 times the Unique Clickrate is for that email is 2.
  • For the calculation of this number or percentage it is of no importance which particular link in the email was clicked. If you want to view information on the performance of individual links, go to the Link Tracking screen.

Delivery report screen

By default, the right pane displays the Delivery Report screen:

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Here you can view the start date and time of the campaign; the bar chart informs you how many kilobytes were delivered at a certain time. In our example, all data was delivered at 05:00 pm and 06:00 pm. Click an hour to view the exact sending time in minutes.

Note: Only data throughput of a certain size can be displayed; in our example, we are dealing with more than 2 million emails. For smaller amounts of data, e.g. 1,000 emails, there might be no visual feedback available.

Click Back to return to the previous screen; click the other links in the right pane to display more information on the campaign.

Link Tracking screen

Click Link Tracking to display the following screen:

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Here you see which links in the email were clicked, how many recipients clicked them (Unique) and how times they were clicked in all (Total). Click Export to create and send a report file in XLS, CSV or PDF format.

Visual Clickthrough screen

Click Visual Clickthrough to display the following screen:

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Here you can view the campaign as it was sent, i.e. its actual layout, and receive visual feedback on the performance of individual links in the campaign. You are informed which links performed best (green), had an average performance (orange) or performed worst (red). Toggle the HTML and Text buttons to view the respective layout and results for the two different email types.

Clickthrough Development screen

Click Clickthrough Development to display the following screen:

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Here you can view a detailed analysis of the number and percentage of total and unique clicks within a certain time period.

Note: In this pane, the Unique column in the main table refers to the individual links in the email (as opposed to the table in the left pane, where the Unique Clickrate is calculated per recipient). For example, if in an email one recipient has clicked five different links in the email, the Unique Clickrate on the left will show a value of 1, whereas the Unique Clicks column for that date will show a value of 5.

The default setting for the time period is First 14 days. To define another time period, activate Select Time Frame Per Calendar, click the calendar symbols next to the Starting at and End at fields, make the appropriate selection and click Show to display the results in the tables below. Click Export to create and send a report in file XLS, CSV or PDF format.

Open Rate screen

Click Open Rate to display the following screen:

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Here you can view a detailed analysis of the number and percentage of total and unique opens within a certain time period. The default setting for the time period is First 14 days. To define another time period, activate Select Time Frame Per Calendar, click the calendar symbols next to the Starting at and End at fields, make the appropriate selection and click Show to display the results in the tables below.

Administration Tab

On the Administration tab you can adjust the application settings, account settings and user settings to your needs.

Note: Please be aware that your account is maintained by the Emarsys support team; for most of the changes in your account settings, for example, changes of attributes, you need to contact Emarsys. For each company, accounts are created and maintained on an individual basis.

Your account can have one or more users; for these users, you can define and change settings as your own user permissions allow it. Usually, different users are created for different employees or different departments. Click the Administration tab to display the Administration screen; click one of the links to the left to move to other screens where you can view the corresponding settings and make the required changes.

Account settings

Click Account Settings.

Here you can define the default time zone, the date format and the time format for an account; new users will then work with these settings by default. These settings are displayed on the Campaign Settings screen when you create a new campaign.

Note: To define these settings individually for specific users of an account, go back to the Administration main view and select Users.

You can also enable Two-Factor Authentication here (see below for further information).

Two-Factor Authentication for the Web Application

In addition to the standard authentication method, which uses a combination of username and password, you can also use Two-Factor Authentication which adds prompting the user for an SMS-key to the login process.

Enabling Two-Factor-Authentication

The feature can be enabled for each account individually: Go to AdministrationAccount Settings in the Web Application and tick the checkbox.

After enabling the feature, each user will be asked to enter a mobile phone number which will be used to send verification codes during the authentication process:

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The last 3 digits of the phone number can be seen under AdministrationUsers. If no phone number has been confirmed yet this is displayed as ***—:

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Logging on

For all subsequent logins the user enters a combination of username and password, as always. A verification code is then automatically generated and sent to the phone number associated to this username. When the user submits the correct code in time access to the application is granted:

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Note: The verification code is valid for only 5 minutes. Each time the user submits an invalid verification code the timeout is shortened by 1 minute.

Deleting Associated Phone Numbers
  • The associated phone number of an individual user can be deleted in the Edit User section
  • Select Reset Mobile Phone
  • Click Save

→ The user will be prompted to enter a phone number at the next login.

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Access profiles

An access profile defines which attributes and associated values a user can view and select when creating a campaign. Attributes and their values are defined by the Emarsys support team according to the company requirements. On the Campaign Settings screen, these attributes are displayed as drop-down menus; users can select values from these menus. Depending on their access profile, each user can view and select some, but not all, of these attributes and values.

Click Access Profiles to display the following screen:

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By default, the list shows all active access profiles; select an option from the drop-down menu above the list to filter the view for deleted profiles or all profiles. If your user rights permit it, you can edit (E) or delete (X) these access profiles.

To create a new access profile click Create New Access Profile; the Create Access Profile screen is displayed:

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Here you can view all available attributes and their associated values; in our example we show the attribute department (1) and the corresponding values testing and testing2 (2), as well as the attribute country and its values.

  1. Assign a Name to the new profile. The name must start with a letter and can be followed by any other alphanumeric characters and underscore; spaces or special characters are not allowed.
  2. Define a Description for the profile
  3. Activate the check box next to an attribute if you want users who are associated with the profile to view all values of the attribute; you can also select individual values (at least one per attribute) if only these values are to be displayed on the Campaign Settings screen.
  4. Click Save to save the access profile

Roles

You can define roles, i.e. sets of access rights and permissions. These sets, or roles, are then associated with individual users and determine how they can interact with the program. Click Roles to display the following screen:

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By default, the list displays the currently active roles; select an option from the dropdown menu above the list to filter the view for deleted roles or all roles. If your user rights permit it, you can edit (E) or delete (X) these access profiles. To create a new role click Create New Role; the Create New Role screen is displayed:

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  1. Assign a Name to the new role
  2. Define a Description for the role
  3. Activate one or more check boxes on the left to assign the corresponding rights to the new role. Select All to assign a right to all users in the system; click Owner to assign a right exclusively to the owner, for example the owner of a campaign or conditional content.
  4. Click Save to save the role

Users

Click Users to display the following screen:

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By default, the list displays the currently active users; select an option from the dropdown menu above the list to filter the view for deleted users or all users. If your user rights permit it, you can edit (E) or delete (X) these users.

To create a new user click Create New User; the Create User screen is displayed:

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To define the settings for a new user or change those of an existing one, do the following:

  • Select a value for Access; the access profile determines which attributes and their corresponding values users can work with when they create campaigns.
  • Select a Role; the role determines the rights of the user, e.g. the right to create campaigns or users. The combination of access profile and role defines a user’s permission level. Permission levels enable you to create users for many employees in various departments without the risk that program data is changed by an unauthorized person.
  • For a new user, you also need to define values for Login, Name, Email and Password. For an existing user, you can change these attributes.
  • The values for Time Zone, Date Format and Time Format are taken from the account settings; if required, you can change them for the user at hand.

Password Policy

When you create a new user account, or change an existing user’s password, ensure that it complies with the following password policy: – Password length of at least 8 letters

  • Mixed upper and lower case letters, with at least one special character or number
  • There is no limitation on reusing previous passwords

Note: Passwords do not expire, and there is no lockout from the application after a number of failed tries.

IP access restrictions

You can view and decide which IP addresses can access the program. This ensures that accounts are not accessed by unauthorized users.

Click IP Access Restrictions to display the following screen:

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The list displays all active restrictions. Select another option from the dropdown menu above the list to filter for deleted restrictions or display all (i.e. active and deleted) restrictions.

To create a new restriction, click Create New; another screen is displayed. You must enter an IP address and a description. Click Save to save your settings and return to the list. Activate the check box to use the restrictions for all users who log in to the program. You must confirm the action by clicking Save. Click View Activation Log to display the history of activations and restrictions.

Import profiles

Import profiles make the manual import of recipient lists more convenient, and they are a prerequisite for automatic imports.

Click Import Profiles to display the following screen:

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By default, the list displays the currently active import profiles; select an option from the dropdown menu above the list to filter the view for deleted import profiles or all import profiles. If your user rights permit it, you can edit (E), clone (C) or delete (X) these import profiles.

To create a new import profile, click Create New Import Profile. The following screen is displayed:

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Enter a name and a description for the import profile

  • Select a delimiter and a charset
  • If the first row in the import file contains field names, activate the corresponding check box
  • In the Fields In Import File section, enter the names of the column headers in your import file (e.g. Name, Lastname, etc.). In the Fields Available In Database section, select the matching field from the database (e.g. FIRSTNAME, LASTNAME, etc.) for every column header.
  • Click Save

Note: Import profiles are used on the Campaigns tab, Import screen, Select Preset Import Options (1, below); they are also used for automated imports.

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Fields

You can define which fields are to be displayed in the list of available fields on the Campaign Settings screen (e.g. Firstname, Lastname, etc.); the fields are generated from the column headers of your import files, and can be used to personalize a campaign.

Click Fields to display the List Fields screen:

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By default, the list displays the currently active fields; select an option from the dropdown menu above the list to filter the view for deleted fields or all fields. If your user rights permit it, you can edit (E) or delete (X) these fields.

To create a new field, proceed as follows:

  • Click Create New Field to display the corresponding screen
  • Enter a Field Name and a Default Value and select the appropriate Access Profile
  • Click Save. Your field is added to the list on the List Fields screen

Seedlist

A seedlist helps you to track the deliverability of your email campaigns or to send a copy of your email campaign to predefined recipients. The seedlist can be imported as a CSV file. A list which enables you to track email deliverability is usually provided by the Emarsys support team; it consists of email addresses which were set up with the most popular Internet Service Providers (ISPs). Each campaign you send is automatically also sent to the addresses in the list.

By viewing how individual ISPs handle your mail, Emarsys Support monitors the deliverability of your campaigns, and can advise you on how to improve your performance.

Click Seedlist to display the Seedlist Manager screen:

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To upload a seedlist click Browse, select the corresponding CSV file and click Upload. You are notified if your upload was successful (1). If you want to remove the seedlist, i.e. not send campaigns to the email addresses in the list, click Clear All Values.

Test and notification lists

You can use test lists to test campaigns by sending them to a selected group of recipients.Notification lists are used to inform others of a successful or failed import.

Click Test and Notifications Lists to display the following screen:

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By default, the list displays all currently available test and notification lists. If your user rights permit it, you can edit or delete (X) these lists.

Create test lists

To create a test list of recipients, proceed as follows:

  • Go to Create Type and select Test List
  • Click Create List. The Create Test List screen is displayed
  • Assign a Name to the list
  • Select an Access Profile
  • Make your selection from Available Recipients and click <= to add the entries to the Recipients in List field
  • Click Save

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Note: To send a campaign to the test list entries, go to the Campaigns tab and then to the campaign’s Testing screen; select Existing List from the dropdown menu (see below) to open the Add Existing List dialog box; select a list and click Copy. Back on the Testing screen, click Send.

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Create notification lists

Notification lists are used as follows: When you perform an import, the recipients included in the notification list are notified about the success and/or failure of the import. The corresponding settings can be made individually for each recipient.

To create a notification list, proceed as follows:

  • On the Testlist Overview screen, go to Create Type and select Notification List
  • Click Create List to display the following screen:

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  • Assign a Name to the list
  • Select an Access Profile
  • Make your selection from the Available Recipients and click Add Selected; the recipients are added to the list below.
  • Select Import Successful if you want a recipient to be notified when an import was successful. Select Import failed if you want a recipient to be notified when an import failed. Do not select an option if the recipient is to be notified in both cases.
  • Click Save

Senders

You can define which email addresses can be used as ‘From and Reply’ email addresses for campaigns. When creating campaigns, such a ‘From and Reply’ address must be selected as part of the campaign settings; recipients who want to reply to the campaign will automatically reply to this address.

Click Senders to display the Sender Addresses screen:

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By default, the list displays the currently active sender addresses; select an option from the dropdown menu above the list to filter the view for deleted sender addresses or all sender addresses. If your user rights permit it, you can edit (E) or delete (X) these addresses.

To create a new sender address, proceed as follows:

  • Click Create New Send Address; the Create Sender Address screen is displayed
  • Enter a Sender Name
  • Enter a valid email address as Sender Address
  • Select an appropriate Access Profile
  • Click Save to add the address to the list of sender addresses; it can now be selected during campaign creation on the Campaign Settings screen (1).

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Note: Before adding a new sender domain, please contact Emarsys Support, so that the new domain can be authenticated.

Unsubscribe Options

You can define unsubscribe pages and unsubscribe confirmation pages. These can later be added to campaigns.

Click Unsubscribe Options to display the following screen:

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By default, the list displays the currently active unsubscribe pages; select an option from the dropdown menu above the list to filter the view for deleted unsubscribe pages or all unsubscribe pages. If your user rights permit it, you can edit (E), clone (C) or delete (X) these unsubscribe pages.

To create a new page, click Create Unsubscribe Page; the Create Unsubscribe Page screen is displayed. Proceed as follows:

  • Enter a Name for the page
  • Select an Access Profile
  • Enter a Description; this is for internal use only. Examples: This unsubscribe page is created for ad hoc campaigns only or This unsubscribe page is to be used only for campaigns that are sent on Monday and Tuesdays, etc.
  • In the Unsubscribe Page section, you design the actual unsubscribe page and the unsubscribe link. Use the value in the Unsubscribe Fields list (1) as the unsubscribe link in your text. Example: Click this link to unsubscribe for the HTML version, or simply Click this U1U to unsubscribe for the text version.
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  • Click Preview to view how the unsubscribe page is displayed in the actual campaign.
  • In the Unsubscribe Confirmation Page section, you design the page which is displayed after a recipient has clicked the unsubscribe link. You can, for example, enter the following text: You have successfully unsubscribed from this mailing, or any other text/HTML content.
  • Click Preview to view how the confirmation page is displayed in the actual campaign.
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  • Click Save to save your settings.

List Unsubscribe

Note: Emarsys Broadcast supports the web-based (link) unsubscribe mechanism. This feature is active by default. Deactivation must be done by Emarsys Support.

Account-wide list unsubscribe options

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The plus (+) button opens a pop-up where the user can select which account-specific field he wants to add to the user-defined link. The drop-down list contains all fields which belong to the account:

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Option Description
System Default This is the default setting and means that the Emarsys Broadcast system-wide fallback unsubscribe mechanism will be applied.
User Defined Customers can specify their own unsubscribe link; this includes the option for personalization. The personalization fields which are displayed are the fields assigned to the account.
Unsubscribe Page Customers specify one of the existing unsubscribe pages which is to be used for the unsubscribe mechanism.

Campaign-specific list unsubscribe options

The selected campaign-specific setting can either override the account setting or indicate that the account-specific setting is to be used.

Option Description
Account Default The selected option from the account settings will be applied for the campaign.
User Defined Customers can specify their own unsubscribe link; this includes the option for personalization. The personalization fields which are displayed are the fields assigned to the account.
Unsubscribe PageCustomers specify one of the existing unsubscribe pages which is to be used for the unsubscribe mechanism. It is possible to select pages which are marked as deleted.

Footers

Footers are positioned at the very bottom of a campaign. In most cases, they contain information about your company which does not normally change. Click Footers to display the following screen:

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By default, the list displays the currently active footers; select an option from the dropdown menu above the list to filter the view for deleted footers or all footers. Click Preview (P) to view a footer. If your user rights permit it, you can edit (E), clone (C) or delete (X) these footers.

To create a footer click Create New Footer; the Create Footer screen is displayed. Proceed as follows:

  • Enter a Name for the footer.
  • If required, select a different Language (i.e. character set).
  • Select an Access Profile.
  • Enter a Description for the footer; this is for internal use only.
  • In Content (HTML and TEXT) you enter the footer text; you can use both the Personalize (1) and the Edit Links (2) option. Or insert one of your unsubscribe links via Insert Unsubscribe (3).

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Footers are added to campaigns via the Campaigns tab, Edit Content screen, Footer list (1). Click Preview to view how a footer is displayed in the actual campaign.

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Mail headers

A mail header is the link at the very top of a campaign. Usually, the link at the top of a campaign is also the link which is clicked the most; you can personalize this link, and thus optimize its effectiveness.

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You can define individual mail headers for specific recipients based on their personal data. Examples: if Birth_date = (today’s date) then (display) "Click here to see our birthday present for you!"; if Anniversary_date= (today’s date) then (display) "Click here to see our anniversary present for you!"; otherwise (display) "Click here to see our week’s best offers". Mail headers are created in the same way as regular conditions; for more information, see the Campaigns tab documentation.

Import logs

Click Import Logs to view which list imports have successfully completed or failed; the log covers the time period of the last seven days.

Note: To perform an import, go to the Campaigns tab, Import screen.

The Failed Import Files section (1) lists the files which the application could not import. The Finished Import Files section (2) lists the files which were successfully imported. To view an import log, click the corresponding icon (3). If your user rights permit it, you can delete import logs by clicking X (4).

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For a successfully imported file, the log displays the first 10 imported list entries:

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For a failed import, the log also displays the first 10 failed entries.

Glossary

Term Definition Use Case
Ad-hoc campaign A campaign which is launched only once.
List Unsubscribe Emarsys Broadcast supports the addition of a List Unsubscribe Header to emails. The List Unsubscribe Header is a piece of text that mail clients can use to display a prominent Unsubscribe link or button within the email. If recipients no longer want to receive messages from the sender they can simply click this button.
Recurring campaign A recurring campaign is a static placeholder. The HTML for this campaign is automatically re-used for every launch. Automated mails that will automatically be launched as soon as a recipient list is available (Welcome Mails, Birthday Mails, Reminder Mails)
Segment Can be best described as a "partial launch". Each Segment has a defined life time and is created whenever recipients become available.