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GETTING STARTED

SETTINGS

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MARKETING

• Import contacts
  • How to save .CSV file
  • Add new import
• Attributes in marketing section
  • Add new attribute
• Contact 360° view
  • Contacts
  • Adding contact manually
• Mailing lists
• Global Notifications
• Targeting - Segments
  • How to prepare segment
  • Segment reprocessing
• Forms
  • Create a new form
  • Forms options
• Marketing Campaigns Wizard
• Quick campaigns
  • Create Quick campaign
    • Quick campaign - Newsletter
    • Quick campaign - Message
  • Activate and process Campaign
  • Archive option
  • View option
• Newsletter and Newsletter templates
  • Create new newsletter
  • Create newsletter template
  • Activate and process newsletter campaign
  • Create newsletter Autoresponder
  • Adding Autoresponders to newsletter
  • Other newsletter options
    • Copy option
    • View option
    • Archive option
    • Send test
  • Enable/Disable your templates:
• Push notifications
  • Create Push notification
  • Activate Push notification
  • Enable/Disable Push notifications in Manage site
• Message campaign
  • Create Message campaign
  • Activate and process Message campaign
  • View option
  • Archive option

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How to save .CSV file

• In your spreadsheet go to:
  1. Save as.
  2. Select file type: .csv.
  3. File name.
  4. Keep the current format.
  5. Character set = UNICODE UTF-8.
  6. Field delimiter is a comma (you can choose another).
  7. Text delimiter (example: “quote mark”) will be added automatically - quote all text cells (check).
  8. OK.