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This menu allows you to create a new list and to complete its setup.

There are 5 tabs in this section: let's see them in detail:

Configuration

Before proceeding to set all the parameters, you have here a very useful tool that you can use if you plan to setup the new list as an existing one: "Copy settings from...". You find this option at the bottom of the screen under the tab "Configuration": just select the list from which you want to copy the settings from the dropdown menu and press "Save".

Our system gives you the chance to compare your mailings to those of other companies in the same industry that use our system.

In order to allow the system to do that, you have to fill out these fields correctly:

  • Message type: select here which type of messages you are sending from this list: newsletters, direct marketing messages, or transactional messages (i.e. alerts, reminders, notifications)
  • Recipients: select if your mailing is directed to businesses or to consumers
  • Industry: select from the dropdown menu the industry your company belongs to, for the benchmark analysis to be effective
  • Description: enter a descritpion for this list (this is for internal use, it will not be viewed by the recipients).

Sender

Set here the following parameters:

  • Email sender name: the person or entity that is sending the message. It could simply be your company name.
  • "FROM" email: the email address that is sending the message. Make sure that it is a recognizable address (e.g. it uses your Web site domain)
  • Header sender: enter an email address here if you want your message to be sent on behalf of that address.
  • Reply-to: If your newsletter asks for a reply from the recipients, you may want the replies to be sent to a different address from the "FROM" email. Enter the reply-to address here: it must be a valid email address. If you leave the field blank, the "FROM" address will be used.
  • SMS sender name: the person or entity that is sending the text message. It could simply be your company name.

Subscription

A section in the admin console that allows you to enable/disable some automated messages:

  • Email subscription confirmation message: the system sends an email message each time a recipient confirms the subscription. The link provided will lead you to Notifications > Welcome email, where you will be able to modify it using the built-in editor;
  • SMS subscription confirmation message: the system sends a text message each time a recipient confirms the subscription. The link provided will lead you to Notifications > Welcome SMS, where you will be able to modify the message sender number and body..
  • Subscription confirmation request message: a message sent to new recipients to confirm their intent to subscribe.

Unsubscription

You can choose among several methods of unsubscription - let's see them in detail:

  • One-click unsubscribe: Recipients wishing to unsubscribe will be unsubscribed immediately when they click on the unsubscribe link in your messages.
    • Make sure your messages contain an unsubscribe link. The best way to go is to include one in the footer that is used for every message sent (Settings > List settings > Preferences > Footer).
    • Make sure that the link is clearly marked as the unsubscribe link as customers that click on it will be instantly unsubscribed. There is no additional step for the customer to take (the customer will not need to confirm the intention to unsubscribe).
  • Confirmed unsubscribe with options: Recipients wishing to unsubscribe will be presented with a page where they can change their preferences, rather than unsubscribe. For example, they may choose to receive those messages, but with a personal vs. a work email address, or indicate that they wish to receive fewer messages.
    Make sure your messages contain an unsubscribe link. The best way to go is to include one in the footer that is used for every message sent (Settings > List settings > Preferences > Footer).
  • Confirmed unsubscribe with list preferences: Recipients will be presented with a page where they will view all the lists they are currently subscribed to, with the chance to choose to unsubscribe from just some of them. Make sure your messages contain an unsubscribe link. The best way to go is to include one in the footer that is used for every message sent (Settings > List settings > Preferences > Footer).
  • Confirmed unsubscribe: Recipients wishing to unsubscribe will be presented with a page where they can confirm their preference. This not only allows you to confirm that they didn't click on a wrong link in the message, but also to show them some custom text.
    • Make sure your messages contain an unsubscribe link. The best way to go is to include one in the footer that is used for every message sent (Settings > List settings > Preferences > Footer).
    • To configure the page that will be shown when they click on the unsubscribe link, click on the "Update" button far to the right of the screen. Make sure that the page includes a sentence that allows them to complete the unsubscribe process. For example: "To confirm your intention to unsubscribe, please click here".
    • Highlight the word(s) that you want to turn into the unsubscribe link and click on the UNS button in the HTML editor toolbar (in the case of the message above, you would highlight the words "click here").
    • When customers click on that link, they will be unsubscribed.

At the bottom of this menu you will find the button to enable the "Unsubscribe notification message": this feature sends an email message to the email address indicated, each time a recipient unsubscribes. Just enable the feature, enter a valid email address in the blank and click on"Save".

Advanced options

This area of your admin console is divided into three kind of advanced options:

General Options

  • Enable hosted subscription forms: allows you to use the ready-made, customizable subscription forms.
  • Disclaimer: insert a disclaimer here.
  • Display as: set here the name that will be displayed in the "To" section of the email message heading. You can choose uo to 3 personal data fields from the dropdown columns.
  • Table headings when listing recipients: 

Email Options

  • Email size alert: You can set a message size limit, beyond which the system will alert you.
  • Enable web library: this feature allows recipients to see messages in the public web library. Click on "View web library" to view the list of messages that will be viewed by the recipients. 
    • The list of messages that are available in the web library can be edited from the menu Messages > Saved. Email messages listed there are published in the web library by default. To archive them, thus removing them from the web library, check the box left of the messages and click on "Archive" at the bottom of the page.
  • Tracking: enables message tracking by the system.
  • Content type: Select whether to create your messages in HTML language or just a text version. Note that text only versions do not allow tracking of opens and clicks.
    • Multipart option: creates a text-only version of the message that will be viewed by recipients whose systems do not support HTML or use the text-only version by default. Check the box to enable the option.
  • Unsubscribe confirmation message: Each time a user unsubscribes, the system will send him a confirmation message, to inform that the unsubscription was successful. 
  • Envelope-sender (return-path): the email address that will receive bounced addresses.
  • X-Abuse: 
  • List-unsubscribe: 

SMS Option

  • Default country code: set here the default country code that will be used by the system.
  • SMS do not disturb time: the system can be configured in order not to send text messages at certain times of the day, when you think they might be disturb the recipients. Click on "Edit" to enable the feature and configuring the setup: you can choose whether to create the "do not disturb" area every day or on a certain time frame, the start and end times, and whether to restart sending at the end of it.

 

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