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Page 1: ECinteractivePLUS®: Setting Up & Using Integrated eMarketingsupport.ecisolutions.com/doc-ecinteractive/marketing/promos/ecInteMktg.pdfdealer abuses the system. • Recipient Lists

Updated February 2020

ECinteractivePLUS®: Setting Up & Using Integrated eMarketing

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© 2020 ECI and the ECI logo are registered trademarks of ECI Software Solutions, Inc. All rights reserved.

ContentsAbout Integrated eMarketing .........................................................................................3Setting Up Integrated eMarketing ..................................................................................3

Setting Up and Testing Your SMTP Email Server .............................................................................3Creating a Recipient List by Filtering Existing Contacts ..................................................................5Creating a Recipient List by Importing a List of Unregistered Contacts ........................................6Customizing Your Flyer Template ..................................................................................................... 7Using the Image Map Editor .......................................................................................................... 10

Creating a Campaign ....................................................................................................15Selecting a Recipient List ................................................................................................................ 16Scheduling the Campaign ............................................................................................................... 16Reviewing the Content ................................................................................................................... 17

Validation Responses ........................................................................................................................17Sending a Test Email ....................................................................................................................... 19Confirming the Email ...................................................................................................................... 19

Viewing Results with Traffic and the Dealer Flyer Report ..............................................20Using eMarketing on the Front-End Site .......................................................................21

Product Detail ................................................................................................................................. 21Pricing .............................................................................................................................................. 22Shopping Cart .................................................................................................................................. 22Checkout .......................................................................................................................................... 22

Updating Subscription Preferences ..............................................................................22Flyer Unsubscribe Option ............................................................................................................... 23Account Profile Unsubscribe Options ............................................................................................23

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ECinteractivePLUS®: Setting Up & UsingIntegrated eMarketing

About Integrated eMarketingIntegrated eMarketing in ECinteractivePLUS® lets you manage complete email campaigns to keep in touch with your customers.

• Your Email Provider’s SMTP: Integrated eMarketing sends your campaign messages from the SMTP server for the email provider and email address you specify. This ensures a personal touch, helps the system comply with anti-spam law, and protects your campaigns from being blacklisted in case a dealer abuses the system.

• Recipient Lists: By default, your recipient list is dynamic: it is updated whenever new accounts are created. It also respects any recipient’s opt-out preferences. You can export your lists to a comma-separated value (CSV) file and import from a CSV list of unregistered prospects. Target your campaigns to prospects, long-time customers, top 10 high-volume accounts, lost accounts, or store locations.

• Editor: The user-friendly Editor lets you create and reuse your own templates. Customize your message with items such as Dealer Address and Phone, Logo, Privacy Policy, Customer Email, and Name. Add items to the email flyer using the search grid. You can customize the number of items per row and the display of item details. Validation ensures the items exist in your back-office system, which is helpful when scheduling campaigns from quarter to quarter after catalog content changes.

• Complete Campaign Management: A flyer campaign consists of content (template or custom), a recipient list of users, a start date, an expiration date, and an email subject. Design multiple campaigns per list or template. Control the pricing for each campaign. Test each message to see it for yourself. Launch or schedule each campaign. Track delivery status. Your dashboard monitors traffic, including month- and year-to-date clicks on your messages and related sales.

• Shopper Access to Flyers Online: When the recipient clicks an image in the email flyer, it takes them to the Product Detail page on your shopping site where they can add to their cart. They also see flyer item icons that they can click to view the entire flyer again in their browser. From there, they can quickly add flyer items to their cart. Each recipient receives flyer pricing up until the campaign’s expiration date.

• Automated Opt-Out: To comply with anti-spam laws and protect your ability to communicate with customers, we have automated the opt-out. The recipient may click on the unsubscribe link at the bottom of the message or update their preferences in the Edit Profile page after logging in to your shopping site. This feature honors their preferences even if the shopper or the dealer updates the email address associated with the account.

Setting Up Integrated eMarketingComplete the following sections to set up Integrated eMarketing.

Setting Up and Testing Your SMTP Email ServerContact your IT network staff, email host provider, or Internet service provider to obtain the IP address and Port for your business’ outgoing SMTP email server. Your server may require use of an SSL Encrypted Connection and an incoming POP email server IP address and Port. Tip: Ask what limits your host sets on bulk mailings (such as messages per day) that may affect your campaign distribution.

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You must specify an email address for your campaign messages to use as the From and Reply-To address. Consider specifying a contact name of someone at your business that your customers recognize. It does not have to be that person’s actual contact email, but consider your operational needs when it comes to customer email responses.

1. On the Admin site, click the Product Management training toolbar and select Flyer Management.

2. In the SMTP Settings section, click Edit SMTP Settings.

3. Click the SMTP Host box and enter the IP address from your email provider.

4. Click the SMTP Port box and enter the port number from your email provider.

5. Click the User Name box and enter the user name for the email address to be used for outgoing messages.

6. Click the Password box and enter the password to use. This box is encrypted. You can use this box to change your password after you set it by entering a new password.

7. Check the Use an Encrypted Connection SSL box if required by your email host.

8. Click the From Email box and enter the email address to be used for outgoing messages. This is also used as a Reply-To address.

9. Check the Log On to Incoming Mail Server First box if required by your email host.

10. Click the Incoming Mail Server POP box and enter the IP address if required by your email host.

11. Click the Incoming Mail Server Port and enter the port number if required by your email host.

12. Click Next.

13. Click the To Email Address box and enter an email address for which you can access the Inbox.

• Use the default subject: Test Email from ECI Flyer SMTP Settings

• Use the default body: This is a test email only. This email signifies a successful test of the SMTP Settings for your ECI site.

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14. Click Send Test.

15. Check the Inbox for the recipient email address you entered in the To Email Address field.

• If you do not receive the test email within a reasonable time, or if it shows the incorrect From/Reply-To address, click Back and correct the SMTP settings as needed.

• If you receive the test email, the test was successful. Click Continue.

Creating a Recipient List by Filtering Existing ContactsWhen a recipient list is first created, it defaults to all users (registered and unregistered) that are currently in the system. This means no filters are applied to the list. You can add up to 10 filters to a list, including the following examples:

• Special welcome to all guests where Registered is Equal To No.

• Specific location to promote that store’s overstocks.

• Old Created Date range to thank loyal customers.

• List of high-volume accounts (based on Usage Reports) to thank them.

• Old Last Login Date & Order Date ranges to engage them again.

To create a recipient list:

1. On the Admin site, click the Product Management training toolbar and select Flyer Management.

2. In the Recipient Lists section, click View Recipient Lists. The Flyer Recipient List Management page opens.

3. Click Create New Recipient List.

4. Enter a list name.

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5. (Optional) Click the Description box and enter a description.

6. Click .

7. (Optional) Add one or more of the filters shown in the following figure:

7.1 Click the Enter Search String box and enter the search criteria.

7.2 Click . The filter is added to the grid. To remove a filter, click .

7.3 When you are ready to filter your list, click Find by Above Search Criteria. Your list is automatically saved with the filters you select.

8. Once you are finished managing your recipient list, you can:

• Return to the Flyer Recipient List Management page. By default, each list is dynamic, meaning the list is updated when new accounts are registered, and it reflects any changes made to each account including email address changes and changes in registration status or other fields that may affect the search criteria.

• Convert the list to a Static list by clicking Convert to Static. Static lists are not updated automati-cally for any reason. If new accounts are registered or if other changes are made to accounts on a static list, the static list does not reflect the changes. However, you can add or delete recipi-ents manually and edit the filters as needed.

• Export the list to a CSV file by clicking Export to CSV. The exported file displays your search crite-ria used to generate the list at the top of the page.

Creating a Recipient List by Importing a List of Unregistered ContactsEven though contacts are not registered on your site, you can add them to your recipient lists. Once they are on your list, you can send them your message and coupon codes to encourage them to register.

The Manage Unregistered Contacts page contains two tabs:

• Contact List: This tab lets you add users one at a time. For more information, see your online help.

• Upload Contacts: This tab lets you add multiple contacts at the same time.

To add multiple contacts at the same time:

1. On the Admin site, click the Product Management training toolbar and select Flyer Management.

2. In the Recipient Lists section, click Manage Unregistered Contacts.

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3. Click the Upload Contacts tab.

4. Click the box and enter the first contact’s information in the following order: First Name (required), Last Name (required), Email Address (required), Account (optional), and Department (optional). Each value must be separated by a comma.

Note: If you do not have one of the required fields, you may leave it blank or make up account and department values for use when filtering recipient lists. If you set up these prospects as accounts in your back-office system, you can enter those details here. When they register, these fields do not affect their account fields.

5. Press Enter.

6. Continue entering contact information.

7. When you are finished adding users, click Pre-process Contacts. Pre-processing checks for missing or invalid data, including invalid email addresses. If there are problems with the data, correct your entries as needed.

Note: Invalid data may include spaces, punctuation, or missing email domains. If an email address already exists in the database, it is ignored. No duplicates are created.

8. When the pre-processing is complete, click Upload Contacts. After the contacts have been successfully uploaded, you can view their details when you click View Recipient Lists on the Flyer Management dashboard.

Customizing Your Flyer TemplateYour Integrated eMarketing campaign flyers should have a standard look and feel so that your shoppers recognize you and your brand. The user-friendly Editor lets you create and reuse your own templates. Customize your message with items such as Dealer Address and Phone, Logo, Privacy Policy, Customer Email, and Name.

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Most templates have placeholder items that you can change for your different campaigns. To add items to the email flyer, use the search grid. You can customize the number of items per row and the display of item details.

1. On the Admin site, click the Product Management training toolbar and select Flyer Management.

2. In the Flyers section, click Create Template.

3. In the Details tab, click the Template Name box and enter a unique name for this template.

4. (Optional) Click the Description box and enter a description for this template.

5. Click Next.

6. In the Content tab, use the Editor to create your template.

Note: For detailed instructions on using the Editor, click .

7. To add commonly used data, click the Snippets drop-down menu and select an item from the list. When a [[bracketed tag]] is placed into the content, it is replaced with the appropriate information when the flyer is emailed. For example, the Full Name tag displays as [[Full Name]]. After sending a test or campaign, the actual message displays the customer’s full name.

8. Click the Standard drop-down menu to select your wholesaler’s enhanced catalog detail, or leave the default Standard value to use standard images and descriptions.

9. Click to add a set of items to your flyer/template. If your template already includes sample [[double-bracketed]] items to change, select the entire tag by highlighting it and clicking .

10. Enter your search term in the Keyword Search box and click Go. You can filter the item search results by Prefix, Item #, and Description.

11. Click to add an item.

11.1 To change item information, click . Additional boxes display so you can edit the Title, Description, Price, and UOM.

11.2 When finished, click .

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12. Select how items display in rows (1, 2, 3, or 4 across) in boxes up to 600 pixels wide.

13. Continue to search for items and add as many as needed.

14. To add the items to the template, click Add Items to Flyer. The Content tab reopens and displays the items.

Note: You can add multiple sets of items using a different layout for each row. For example, you could highlight major deals using Large (1 across). Then, you could add another set of items as a row of Small items. Make sure you place your cursor on a new line when you insert a snippet or add items. Placing a snippet or item row within other item brackets [[ ]] is invalid.

15. To change a block of items, select the entire double-bracketed tag, click , and edit the items as needed.

16. In the Content tab, alternate between the Design view and the Preview tab along the bottom of the Editor. In the Preview tab, you can see the item pricing and content as it displays in the recipient’s inbox.

17. Click the Hide List Price and Hide Savings Amount boxes to hide those items. List price, flyer price, and savings are shown by default.

Note: Suggest promotional codes if you have set them up in your back-office system. See your system documentation regarding promo codes and coupons.

18. To validate the items with the back-office system, click Validate. Validation ensures the items, unit of measure, and pricing exist in your back-office system and that your flyer price is less than list price. This is helpful when scheduling campaigns from quarter to quarter after catalog content may have changed. Other errors and warnings may display, giving you the opportunity to make corrections to the items. For a complete list of potential error and warning messages, see the heading Complete List of Validation Responses.

19. When you are finished editing the template, click Next.

20. Click the Send Test Flyer to Email Address box and enter the email address to which to send a test flyer template. This is how the flyer template displays when sent.

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21. Click Go.

22. To save the template for later use, click Save and Exit. You can also click Create Campaign to immediately create a flyer campaign using this template. Once you create a template, you can view it using the View Template List option on the Flyer Management Dashboard.

Using the Image Map EditorWith the Image Map Editor, you can turn your flyers into interactive messages using hotspots. Hotspots can be an image from your manufacturer, wholesaler, trading partner, or your own marketing department. Click and drag a rectangle or circle around a portion of an image to make it clickable.

You can create an interactive flyer with multiple hotspot links to your campaign’s main call-to-action, and/or other destinations including:

• Home page

• Special landing page where the recipient fills out a form to get more information

• Contest details

• Details about a manufacturer coupon or rebate

• Online survey

• Social media pages

To use the Image Map Editor, use the following instructions:

1. Make sure all images are saved as a .jpg, .jpeg, .gif, or .png and do not exceed 390.63 KB each in size.

2. Save the image to a known folder on your hard drive.

3. On the Admin site, click the Product Management training toolbar and select Flyer Management.

4. In the Flyers section, click Create Template.

5. In the Details tab, click the Template Name box and enter the name of your eMarketing campaign.

6. Click Next.

7. In the Content tab, use the Editor to add a table to contain your message at a certain width that fits most email client software. You can also add mail merge snippets using your distribution lists, paste text from other software, and format the text and other objects.

8. To insert one or more images that you saved for use in this campaign, click .

9. To upload a new image, click and continue to Step 11. To use an image that is already uploaded, select the image and go to Step 12.

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10. In the Upload dialog box:

• Click a Select button to browse to the folder where your campaign images are stored. Select the image and click Open.

• To upload more images, click the Add button to add a new row.

• Click the Overwrite If File Exists box if you are uploading a corrected image.

• When you are finished specifying images to upload, click Upload. The image displays in the Pre-view panel of the Image Manager dialog box.

11. (Optional) Click to adjust opacity, change width/height, flip, rotate, crop, and more. When finished, click Save.

12. (Optional) Click to set the image to Best Fit or click to reset to Actual Size.

13. (Optional) Click to zoom in or out in the Preview panel.

14. Click the Properties tab to adjust the following settings:

• Width and Height (We do not recommend changing these dimensions, as it can result in stretched, fuzzy, or pixilated images): Click to lock the aspect ratio. This allows you to adjust one dimension while the system automatically adjusts the other dimension proportionally.

• Image Alignment (Optional): Select None (default), top, middle, bottom, left, or right. A com-mon alignment is Left or Right.

• Border Color (Optional): Pick from sample colors or add a custom color using its six-character hexadecimal code starting with the number symbol (#). For example, black is #000000.

• Border Width (Recommended for any hotspot): Click the up or down arrows or enter a number to adjust the width in pixels.

• Top/Bottom/Right/Left (Optional): Click the up or down arrows or enter a number to insert white space to the top, bottom, left, or right.

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• Alt Text (Recommended for all images): Enter an image description that displays in place of the image in case the recipient’s email client blocks the image, such as Company Logo, Social Media buttons, Coupon for 10% Off Next Order, etc.

• Title Text (Optional): Enter an image title that displays when the cursor hovers over the image.

• Long Description (Optional): Specify a URL to a document that contains a long description of the image. Leave this blank if you do not know of such a document. This is not to be confused with the hotspot image’s destination URL to be added later.

• CSS Class: If CSS classes are defined for images in Flyer Management, you can select one to ap-ply to the image when you insert it. The recipient email client may not honor the CSS Class set-tings.

15. When you are finished using the Image Manager, click Insert. The image displays in the Content tab. You can add surrounding text, tables, and other images.

16. To insert additional images, repeat Steps 8-15.

17. To add an image with a hotspot, insert the image, highlight it, and click .

18. In the Select Area Shape section, choose a rectangle or circle for the hotspot shape.

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19. Click New Area. A blue rectangle or circle appears on top of the image in the Preview panel.

19.1 Click and drag the blue shape to place it over the area where the hotspot should be.

19.2 Click and drag the red point in the bottom right corner of the blue shape to resize the shape.

20. Set up the Define Area Properties section.

20.1 Adjust the location of the hotspot as needed using the Left and Top pixel settings.

20.2 Adjust the size of the hotspot as needed using the Width and Height pixel settings.

20.3 Click the URL box and enter the destination URL.

• For a URL, enter the full URL (beginning with http://) of the web page to open when the hotspot is clicked: a home page, marketing landing page, survey, contest details, social media page, etc.

• For an email address, enter the email address.

• You can leave the box blank (delete the default http://) and use the Map Items to Image Area tool to map hotspots to specially priced items from your ECinteractivePLUS catalog. The wizard automatically validates the items with your back-office system. See Step 24.

20.4 Click the Target drop-down menu and select whether the page should open in a new window (so that your message remains open in the original window) or a parent window, same window, browser, search pane, or media pane, which may vary per browser document type definition.

20.5 Click the Alt Text box and enter text to describe the image, which may help you identify the catalog item later. Examples: Find us on LinkedIn!, Post-It Notes Bonus Pack Now $28.79!

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20.6 Click the Title Text box and enter an image title that displays when the cursor hovers over the image.

21. When finished, click Update Area.

• To add multiple hotspots to the same image, repeat Steps 18-21.

• To remove a hotspot, select it and click Remove Area. At the confirmation prompt, click OK.

• To remove all hotspots, click Remove All. At the confirmation prompt, click OK.

22. When you are finished adding hotspots, click OK.

23. If you use enhanced content, click the Standard drop-down menu and specify your catalog, such as S.P. Richards™ or United.

24. To map a catalog item to an image hotspot, click .

25. Click the Keyword Search box and enter the item number to map to the image.

26. Click Go.

27. Click for all items to map.

28. Click to change the following settings:

• Title (Optional): Click the Title box and enter an image title. By default, the system sets this to the SKU. When a recipient hovers over the hotspot, the Title displays.

• Image: Click the Image drop-down menu and select a hotspot you created.

• Price: Click the Price box and enter the campaign-specific sale price. If the recipient clicks the link for this item, they receive this pricing for this item until the campaign ends or until they click another eMarketing campaign link for the same item. If you leave this box blank or set to 0.00, the recipient may be able to receive this item for free.

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• UOM (Do Not Change): By default, the unit of measure matches the catalog UOM. Changing this value can invalidate the item, so we recommend leaving it as-is.

29. When finished, click . The system displays Embed Item text in the Image column. Repeat Step 28 if you have multiple items.

30. When finished, click Update Flyer.

31. Click the Preview tab at the bottom of the Editor to review your changes.

32. When finished, click Next.

33. Click the Send Test Flyer to Email Address box and enter the email address to which to send a test flyer template. This is how the flyer template displays when sent.

34. To save the template for later use, click Save and Exit. You can also click Create Campaign to immediately create a flyer campaign using this template. Once you create a template, you can view it using the View Template List option on the Flyer Management Dashboard.

Creating a CampaignCampaigns can be created either from an existing template or as a blank campaign.

1. On the Admin site, click the Product Management training toolbar and select Flyer Management.

2. In the Flyers section, click Create Campaign.

3. Select a template from the options on the left.

4. Click Create Campaign from Template.

5. In the Details tab, enter the following:

• Campaign Name: Enter a unique name for this campaign.

• Description (Optional): Enter a description for this campaign (describing the message, associ-ated sales, coupons, or the target list can help you differentiate between several campaigns).

• Email Subject: Enter an email subject for this campaign. The campaign cannot be sent until you complete this box.

6. Click Next. The campaign is saved every time you click Next, Previous, or a different tab.

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Selecting a Recipient ListSelect the list of customers or unregistered guests to receive the email flyer.

1. Click the Recipient List drop-down menu and select a list. You can also click Create Recipient Lists to create a new recipient list.

2. Click Next.

Scheduling the CampaignFlyer pricing applies to all recipients until the campaign expires.

1. In the Schedule tab, enter the following:

• Delivery Date (Optional): You can deliver the email before the campaign starts. To do so, specify a delivery date. Click the Delivery Date box and enter the delivery date and time or click to select from a calendar. Click to select a specific time. Leave this box blank to send on the start date.

• Start Date: Click the Start Date box and enter the date this campaign’s pricing begins or click to select from a calendar. Click to select a specific time.

• Expiration Date (Optional, but Recommended): Click the Expiration Date box and enter the date this campaign’s pricing expires or click to select from a calendar. Click to select a specific time. Leave this box blank if this campaign’s pricing never ends.

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2. Click Next.

Reviewing the ContentIn the Content tab, review the information from the template you selected. You can change the information as you would when editing a template. Any changes you make to the campaign copy do not affect the original template.

Always review the content and make any necessary corrections before you send a campaign. This is helpful when scheduling campaigns from quarter to quarter after catalog content changes. Reviewing the content ensures the following:

• Selected items exist in your back-office system’s inventory

• Flyer price is > $0 (if you do not set a flyer price, Call For Price displays)

• Flyer price is ≤ the list price (to determine if Savings Amount displays)

• Unit of Measure is still valid

• Subject, Recipient List, and Campaign dates are valid

When you are finished reviewing the content, click Next.

Validation ResponsesBelow is a complete list of validation responses you may see when reviewing the content.

• Error: This stops the flyer from sending.

• Warning: These could cause the flyer to not display correctly.

• Message: These are when the flyer uses data from the token instead of default values.

• Info: Default data is OK.

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General Token ValidationTest Type TextToken items = zero Error No items have been assigned.

No Xslt Path Error The translation path has not been set.

No Site Url Error The URL to a valid site has not been set.

Not a Campaign Error No campaign identifier has been set.

Item ValidationTest Type TextItem Not in Backend Error The item is not in the current backend system.

Note: If Item not in Backend system, list price and unit of measure are not checked.

No Unit of Measure Error The item has no UM in the backend system and can not be sold.

Backend UM does not match Flyer Error The item UM should be <backend UM> so it can be sold.

Backend UM match Info The item UM is correct.

No List Price, List Price less then or equal to zero List Price is zero. Math could be wrong.

List Price greater than zero Info List Price is greater than zero and will be used.

No Sell Price, Sell Price less then or equal to zero Sell Price is zero. Call for Price will be displayed.

Sell Price greater than zero Info Sell Price is greater than zero and will be used.

List Price greater then Sell Price List Price is less than sell price. Math could be wrong.

Sell Price greater then List Price Info Sell Price is greater than List price.

Content provider does not have item The item does not exist on the current content provider.

Content provider does not have large image for item There is no large image. Some displays could be wrong.

Content provider does have large image for item Info Large image exist.

Content provider does not have small image for item There is no small image. Some displays could be wrong.

Content provider does have small image for item Info Small image exist.

There is no Sku or token title There is no title for this item.

The token has a title Title has been changed and will be used.

No token title Info Sku <SKU> will be used for title.

Content provider does not have short desc. for item There is no short description. Some displays could be wrong.

Token has short desc. Short description has been changed and will be used.

Content provider does have short desc. for item Info Content Providers Short description will be used.

Content provider does not have large desc. for item There is no long description. Some displays could be wrong.

Content provider does have large desc. for item Info Long description exists and can be used.

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ECinteractivePLUS®: Setting Up & UsingIntegrated eMarketing

Sending a Test Email1. Click the Send Test Flyer to Email Address box and enter an email address for which you can access the

Inbox.

2. Click Go.

3. Check the Inbox for the email address you entered.

• If you do not receive the test email within a reasonable time, or if it shows the wrong From/Reply-to address, click Back and make corrections as needed.

• If you receive the test email, the test is successful. This is how the flyer displays when sent.

4. Click Next.

Confirming the EmailTo send the flyer using the schedule information specified, click Send Flyer, or click Save and Exit to save the information for a later date.

Note: After the flyer is successfully scheduled, the campaign displays in read-only mode. Until the flyer is sent, you may cancel processing and make changes as needed. Once the flyer is emailed, you are no longer able to cancel processing of the flyer. The only field that may be adjusted after a flyer is sent is the expiration date.

In read-only mode, you can view the details of the flyer that was emailed, including the status of the campaign and comments regarding the flyer processing.

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ECinteractivePLUS®: Setting Up & UsingIntegrated eMarketing

You can also view the status of each recipient in the Email Recipients tab.

Viewing Results with Traffic and the Dealer Flyer ReportThe Traffic section of the Flyer Management Dashboard summarizes Month-to-Date (MTD) and Year-to-Date (YTD) clicks and sales dollars for all your campaigns.

For more detailed monitoring of campaign activity, you can use the Dealer Flyer Report. This page gives you various filtering and print and save options, including the ability to download this report as a PDF, Excel spreadsheet, or tab-delimited file.

1. On the Admin site, click the Product Management training toolbar and select Flyer Management.

2. In the Traffic section, click Flyer Usage Reports.

3. Click the PDF Document drop-down menu and select the report format.

4. Click Generate Report. Make sure your browser is set to allow downloading from this site. Save the file to your computer so you can sort and edit the data.

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ECinteractivePLUS®: Setting Up & UsingIntegrated eMarketing

Using eMarketing on the Front-End SiteThe shopper receives the email flyer in their Inbox. The following information is included in the flyer:

• From field (and Reply-to and Routing information) that displays the dealer’s email address. The message is sent from the dealer’s email server. This helps comply with Anti-Spam law.

• To field that displays the shopper’s name and/or email address, according to the customer account information on the ECinteractivePLUS server.

• Subject field that displays the email subject specified when the campaign was created.

• Email body that displays the content from the flyer template, including mail merge snippets such as dealer site logo, address, phone, privacy policy, customer name, customer email, etc.

• Promotional item rows that display images, descriptions, pricing, and Buy Now options. Clicking images opens product details on the front-end site.

• Unsubscribe method that allows the shopper to opt out from marketing emails. For more information, see the heading Bulk Mail Opt-Out Preferences.

Product DetailIf a shopper clicks any of the images (including the item image or the Buy Now option) in the email flyer, the browser opens to the dealer’s shopping site on the Product Detail page with more information about the item. When viewing a flyer item on the Product Detail page, there are View Flyer icons under the description and next to the price.

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ECinteractivePLUS®: Setting Up & UsingIntegrated eMarketing

PricingOnce the flyer is clicked, the shopper may order other items from the flyer using other shopping features (QuickOrder, Search Results, Favorites, Laundry Lists, Order History, etc.). For example, if a user goes to QuickOrder and enters an item that displays in a current flyer, they receive the flyer price as long as both the following conditions are true:

• They clicked the flyer containing the item first.

• They are still in the same browser session (they did not close and re-open their browser).

Anyone receiving the flyer receives the flyer pricing. Flyer pricing is not limited to the customer that received the flyer. The only requirement for receiving flyer pricing is that the dealer’s site is opened from a flyer and the flyer is still valid (has not expired).

Shopping CartOnce the user adds any flyer items to their shopping cart, they continue through the normal checkout process. If the user leaves the site or saves the order, they still receive flyer pricing on the items in the cart as long as the flyer has not expired.

CheckoutIf you included a coupon code in your flyer, the user can enter the coupon code as usual.

Updating Subscription PreferencesMany countries are implementing anti-spam laws that allow email recipients to opt-out of promotional bulk mail. In the United States, for example, the CAN-SPAM Act of 2003 applies to any commercial email message whose purpose is to promote or advertise products or services. Such messages must do the following:

• Provide clear instructions on how the recipient may opt-out of receiving these emails

• Honor such opt-out requests within 10 days

• Ensure opted-out email addresses cannot be used again for marketing purposes

• Ensure the opted-out email addresses are not transferred to third parties

Unsubscribing from Integrated eMarketing emails does not affect or stop order confirmation emails or approval emails. The content in order confirmation and approval emails is considered transactional or relationship-oriented and facilitates contractual obligations, therefore exempting them from anti-spam requirements.

You can even customize order confirmation and approval email headers and footers to include promotional information. However, since the principal purpose and subjects of order confirmation and approval emails are not promotional, they remain exempt from anti-spam requirements.

Due to this separation of purpose, order confirmation and approval emails are not automatically linked or tracked in Integrated eMarketing’s promotional campaigns.

You can promote your latest campaigns and coupon codes in Site News or Account News and in the headers and footers of automated order confirmation and approval email messages. In these sections, you can remind users that if they previously opted out of emails, they can edit their profile to re-subscribe to receive timely promotions again.

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ECinteractivePLUS®: Setting Up & UsingIntegrated eMarketing

Flyer Unsubscribe OptionAt the bottom of every flyer, there is a link to unsubscribe from the email list. Clicking this link takes the shopper to a page on the shopping site that confirms the address is removed. For registered accounts, we honor the opt-out preference even if the email address associated with the account is updated. On the Customer Management page on the Admin site, you can see whether a shopper opted out of flyer communications in the Customer Information section.

Account Profile Unsubscribe OptionShoppers may unsubscribe or re-subscribe by logging in to the front-end site and selecting Edit Profile from the My Accounts menu. On the Edit Your Profile page, shoppers can change their subscription preferences using the Unsubscribe box.