Difference between revisions of "Lists"

From SNIPER Systems
Jump to: navigation, search
(List Overview Section)
 
Line 1: Line 1:
 
[[Category:PushMail]]
 
[[Category:PushMail]]
From the left menu, the lists menu includes three sub menus
+
From the left menu, the Lists menu includes three submenus.
  
 
== Lists ==
 
== Lists ==
<p>includes all the added lists, you can search for any lists using the available search criteria, you can view list’s statistics, copy list, update its info or delete it using the corresponding buttons next to the list. In addition to that you can view all subscribers, hide or show columns in the gird view and create new list.</p>
+
<p>The Lists section includes all the added lists. You can search for any list using the available search criteria, view list statistics, copy a list, update its information, or delete it using the corresponding buttons next to each list. Additionally, you can view all subscribers, hide or show columns in the grid view, and create a new list.</p>
  
 
[[File:lists3.png|center|frame|link=|Lists Page]]
 
[[File:lists3.png|center|frame|link=|Lists Page]]
  
<p>Clicking on ‘All Subscribers’ will take you to another page that displays all the subscribed people and their subscription info, next to each subscriber there’re four buttons for subscriber’s info, update, unsubscribe and delete You can filter those subscribers by clicking on the filter button and use the search criteria </p>
+
<p>Clicking on 'All Subscribers' will take you to another page that displays all the subscribed people and their subscription info. Next to each subscriber, there are four buttons: subscriber’s info, update, unsubscribe, and delete. You can filter subscribers by clicking on the filter button and using the search criteria.</p>
  
 
[[File:all-subscribers2.png|center|frame|link=|All Subscribers Page]]
 
[[File:all-subscribers2.png|center|frame|link=|All Subscribers Page]]
  
 
=== Create New List ===
 
=== Create New List ===
<p>For any new list you are creating, you must create the list name before being able to add or upload any contacts (lists) you may have to import. At this stage, you are only concerned about creating the list name and the list criteria, not adding or importing names.</p>
+
<p>When creating a new list, you must first create the list name before adding or uploading any contacts. At this stage, focus on creating the list name and criteria, not on adding or importing names.</p>
<p>The create window requires you to input relevant data such as General information, Defaults, Notification settings and Company information needed for any campaign.</p>
+
<p>The create window requires input for relevant data such as General Information, Defaults, Notification Settings, and Company Information needed for any campaign.</p>
  
 
[[File:create-list-n.png|center|frame|link=|Create New List]]
 
[[File:create-list-n.png|center|frame|link=|Create New List]]
  
<p>'''General Data:''' Name of the list and your display name of the list if you want it different. A summary description of your list. Contact defaults would be those set in your Account Settings. If you wish to change these for a certain list, you would do so here. Opt In or Opt Out type, either single or double. For example, a double opt-in is when a subscriber signs up on your website (first opt-in) and then receives an email to confirm the registration. A single opt-in or opt-out is when someone clicks to register (or unregister) and is immediately opted in or out without receiving an email that must be confirmed.</p>
+
<p>'''General Data:''' Enter the name of the list and the display name (if different). Provide a summary description of your list. Contact defaults are set in your Account Settings. Change these for a specific list if necessary. Select the opt-in or opt-out type, either single or double. A double opt-in is when a subscriber signs up on your website (first opt-in) and then receives an email to confirm the registration. A single opt-in or opt-out occurs when someone registers (or unregisters) immediately without confirmation.</p>
<p>'''Notifications:''' Whether you wish to receive email notifications of each opt-in or opt-out. Keep in mind that you can login to your Dashboard to see the opt-ins and opt-outs.</p>
+
<p>'''Notifications:''' Choose whether to receive email notifications for each opt-in or opt-out. You can always check opt-ins and opt-outs on your Dashboard.</p>
<p>'''Company Details:''' Defaults would be those in your Account Settings. As in the Contact information in the General Data above, the Company Details default to your Company Account Settings. If you wish to change these for a certain list, you would do so here.</p>
+
<p>'''Company Details:''' Defaults are from your Account Settings. Adjust these for a specific list if needed.</p>
<p>Once you have created your list, it will appear in the list window, with the name of the list, display name if you gave it one, Next to each list there’re four buttons, overview, copy, edit and delete. Copy and Delete are self explanatory for the list. The Update icon is to edit any criteria you originally inputted.</p>
+
<p>Once the list is created, it appears in the list window with its name and display name (if provided). Each list has four buttons: overview, copy, edit, and delete. Copy and delete are self-explanatory. The update icon allows you to edit any criteria you initially inputted.</p>
  
 
=== List Overview Section ===
 
=== List Overview Section ===
  
<p>From the overview button, you can view general overview boxes and each is linked to external links that could be very useful for actions like uploading the subscribers’ list, accessing the custom fields, or creating lists segments.</p>
+
<p>From the overview button, you can view general overview boxes, each linked to external actions like uploading the subscribers’ list, accessing custom fields, or creating list segments.</p>
  
 
[[File:List-Overview2.png|center|frame|link=|List Overview]]
 
[[File:List-Overview2.png|center|frame|link=|List Overview]]
  
# '''Subscriber box:''' you can manage your existing subscribers (create/update/remove) and also you can adjust your list depending on your unsubscribe. For example you can add new custom fields or remove existing.
+
# '''Subscriber box:''' Manage your existing subscribers (create/update/remove). Adjust your list based on unsubscribes, and add or remove custom fields.
# '''Segmentation box:''' you can segment your list with various criteria based on your custom list fields and on a high number of operators. Segmentation will help you target a specific type of users when sending campaigns.
+
# '''Segmentation box:''' Segment your list using various criteria based on custom list fields and a high number of operators. Segmentation helps target specific user types when sending campaigns.
# '''[[Custom Fields]] box, [[Pages]] box and [[Forms]] box''': are for your website and visitor subscriber areas. You have the ability to create, customize and add these forms to your website for your site visitors to subscribe or unsubscribe. You will not need much web building knowledge to apply these areas.
+
# '''[[Custom Fields]] box, [[Pages]] box and [[Forms]] box''': Create, customize, and add these forms to your website for visitor subscriptions or unsubscriptions. Minimal web building knowledge is required.
# '''[[List Tools]] box:''' is used to import, export and copy your list/subscribers. CSV and Text files will be most applicable to you, while the database box is for more advanced users that do have their own MySQL databases.
+
# '''[[List Tools]] box:''' Import, export, and copy your list/subscribers. CSV and text files are most applicable. The database box is for advanced users with their own MySQL databases.
  
 
== Tools ==
 
== Tools ==
  
The tools page contains two buttons “Sync Subscribers and Split list”
+
The Tools page contains two buttons: "Sync Subscribers" and "Split List".
  
Clicking on “Sync Subscribers” will open a popup page that contains all the info needed to compare two lists along with some actions to do in case of missing subscribers or duplicated ones.
+
'''Sync Subscribers:''' Opens a popup with information needed to compare two lists, including actions for missing or duplicated subscribers.
  
 
[[File:synclist.png|center|frame|link=|Sync Subscribers]]
 
[[File:synclist.png|center|frame|link=|Sync Subscribers]]
  
Clicking on “Split lists” This tool allows you to split a big list into multiple smaller ones. Please note that subscribers from the selected list will be moved into new lists, not copied.
+
'''Split Lists:''' Allows splitting a large list into multiple smaller ones. Note that subscribers from the selected list will be moved to new lists, not copied.
  
 
[[File:split.png|center|frame|link=|Split list]]
 
[[File:split.png|center|frame|link=|Split list]]
Line 47: Line 47:
 
== Email Blacklist ==
 
== Email Blacklist ==
  
This page lists all the blacklisted emails along with their reasons, you can add new blacklisted emails or you can import a list of blacklisted emails, you can also export them or delete any of them.
+
This page lists all blacklisted emails along with their reasons. You can add new blacklisted emails, import a list of blacklisted emails, export them, or delete any of them.
  
 
[[File:blacklist.png|center|frame|link=|Email Blacklist]]
 
[[File:blacklist.png|center|frame|link=|Email Blacklist]]

Latest revision as of 07:55, 23 July 2024

From the left menu, the Lists menu includes three submenus.

Lists

The Lists section includes all the added lists. You can search for any list using the available search criteria, view list statistics, copy a list, update its information, or delete it using the corresponding buttons next to each list. Additionally, you can view all subscribers, hide or show columns in the grid view, and create a new list.

Lists Page

Clicking on 'All Subscribers' will take you to another page that displays all the subscribed people and their subscription info. Next to each subscriber, there are four buttons: subscriber’s info, update, unsubscribe, and delete. You can filter subscribers by clicking on the filter button and using the search criteria.

All Subscribers Page

Create New List

When creating a new list, you must first create the list name before adding or uploading any contacts. At this stage, focus on creating the list name and criteria, not on adding or importing names.

The create window requires input for relevant data such as General Information, Defaults, Notification Settings, and Company Information needed for any campaign.

Create New List

General Data: Enter the name of the list and the display name (if different). Provide a summary description of your list. Contact defaults are set in your Account Settings. Change these for a specific list if necessary. Select the opt-in or opt-out type, either single or double. A double opt-in is when a subscriber signs up on your website (first opt-in) and then receives an email to confirm the registration. A single opt-in or opt-out occurs when someone registers (or unregisters) immediately without confirmation.

Notifications: Choose whether to receive email notifications for each opt-in or opt-out. You can always check opt-ins and opt-outs on your Dashboard.

Company Details: Defaults are from your Account Settings. Adjust these for a specific list if needed.

Once the list is created, it appears in the list window with its name and display name (if provided). Each list has four buttons: overview, copy, edit, and delete. Copy and delete are self-explanatory. The update icon allows you to edit any criteria you initially inputted.

List Overview Section

From the overview button, you can view general overview boxes, each linked to external actions like uploading the subscribers’ list, accessing custom fields, or creating list segments.

List Overview
  1. Subscriber box: Manage your existing subscribers (create/update/remove). Adjust your list based on unsubscribes, and add or remove custom fields.
  2. Segmentation box: Segment your list using various criteria based on custom list fields and a high number of operators. Segmentation helps target specific user types when sending campaigns.
  3. Custom Fields box, Pages box and Forms box: Create, customize, and add these forms to your website for visitor subscriptions or unsubscriptions. Minimal web building knowledge is required.
  4. List Tools box: Import, export, and copy your list/subscribers. CSV and text files are most applicable. The database box is for advanced users with their own MySQL databases.

Tools

The Tools page contains two buttons: "Sync Subscribers" and "Split List".

Sync Subscribers: Opens a popup with information needed to compare two lists, including actions for missing or duplicated subscribers.

Sync Subscribers

Split Lists: Allows splitting a large list into multiple smaller ones. Note that subscribers from the selected list will be moved to new lists, not copied.

Split list

Email Blacklist

This page lists all blacklisted emails along with their reasons. You can add new blacklisted emails, import a list of blacklisted emails, export them, or delete any of them.

Email Blacklist