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eNewsletter Pro Getting Started Guide

Use this guide if you are first getting started with eNewsletter Pro.  This guide includes information on installing eNewsletter Pro, completing setup parameters, creating Users/Site accounts, and more.

Installing eNewsletter Pro

eNewsletter Pro is typically installed on a single web server.  This server must have a public facing IP and be open to the internet on Port 80.  eNewsletter Pro has 3 components and it is possible to install each of the 3 components on a separate server, however, most customers install the Web Interface and Mail Engine on the same server, while the database is typically on a separate database server.  If you decide to install the mail engine on a separate server you lose the ability to email file attachments.  [Click here for more information on using multiple servers]

To install eNewsletter Pro, please follow these instructions based on the version you have purchased:

Completing the Admin Setup Parmeters

Once installed, load the Default.aspx file in the root folder where you installed eNewsletter Pro.  It is recommended that you use a routable domain name to access the software rather than an IP address or localhost address.  When you first load the software eNewsletter Pro will pre-populate most URLs based on the URL you are using to access the software so using the routable address from the start will save you from having to modify these settings later.

Login as the Administrator by clicking the Administration Console link and logging in using Admin1 for both the Username and Password with a capital A.

Once logged in, click Setup/Main Setup.

Change the Username and Password to something other than Admin1 as this login is published here on our website.  Complete these fields:

Administrator Email: Enter the administrator's email address.  All system messages will be delivered to this address.  If a user submits a support question it will also be submitted to this address.   If you would like to enter more than one address, separate them using a comma.  For example, "address1@yourdomain.com,address2@yourdomain.com".

Default Application URL: Enter the URL where eNewsletter Pro has been installed.  Include the trailing "/".  Note that the program will automatically set this the first time your visit the preferences and you only need to modify this if the application is moved.

Sender Name for Administrative Messages:  Specifies the From Name used for all administrative messages.

Sender Email for Administrative Messages: Specifies the From email address used for all administrative messages.

The next import section to complete is the  .  This is how messages will be delivered.  Assuming you will be using the SMTP Express for delivery which comes standard with eNewsletter Pro, then choose QuickSoft SMTP Express as the Delivery Program and enter the correct path where you installed the Mail Engine (eNewsletterProX.MSI).  Make sure you enter the correct drive and path.  Note that 64-bit servers include (X86) in the path to "Program Files (X86)".

If you want individual messages such as opt-in messages, opt out messages, etc to never get held up by a large newsletter being sent, then you should use the option to send individual messages using an alternative SMTP server.  Simply choose the option, enter a valid SMTP server address, and if required enter the authentication details.

In order for eNewsletter Pro to track soft bounces.  You must setup a POP3 bounce email account that our software can use to download the bounces.  NEVER use an employees email account or our software will delete all their emails.  Setup a separate account such as bounce@yourdomain.com

Finally, Enter your license key and agree to the terms, then scroll all the way down and click .

A Full List of Admin Setup Parameters is available here.
http://www.enewsletterpro.com/help/version11/Admin/Help/Default.aspx#Setup

Creating A User/Site Account

All management of Newsletter Lists, Newsletters, Subscribers, etc is performed inside a User/Site account.  You might use such accounts for different departments, different customers, etc.  All data is segmented within a given user/site account and there is no sharing of data between such accounts.  If you need to give multiple people access to the same User/Site account and hence same Newsletter Lists/Subscribers, you can create Sub Users within a given User/Site account which are discussed later in this guide.  If User 1 shall not see or share any data with User 2 then you would create two separate User/Site Accounts.

When creating a new account the UserName, Password and Email address are mandatory.

A full list of fields is available here:
http://www.enewsletterpro.com/help/version11/Admin/Help/Default.aspx#Add%20New/Edit

 

Login to the USER console as the Newly Created User and Complete the Preferences

Once created, click Users/Sites View All then click the Login link next to the User/Site account to automatically login as that user.

You should now click Preferences/Edit All and complete the required fields under preferences.  The email address fields are required as these are the addresses from which messages will originate.

For an explanation of all the preferences fields, please click the help link below:

http://www.enewsletterpro.com/help/version11/user/Help/Default.aspx#Preferences%20Fields

If you plan on using profile data in order to target your subscribers or to personalize your email messages, you can read about that topic here:
How Do I setup Demographic/Profile Fields and Target Using this data?

Create Your First Newsletter List

Subscribers are organized into different Newsletter Lists.  Newsletter Lists could encompass many different things such as different topics of interest, lists of employees versus customers, customers of specific products, etc.  Internal mailing lists such as employee mailing lists are likely to be marked as private so that employees cannot remove themselves from the list.

The only required fields is the Name of the List.  If you have a large number of Lists, you can use the Grouping Text field field to group the newsletter lists so they can be selected more easily on pages where lists are selected by using a "Select All" checkbox.

A description of all fields available for Newsletter Lists is found here:
http://www.enewsletterpro.com/help/version11/User/Help/Default.aspx#Add%20New/Edit

Adding Subscribers

There are many ways to get subscribers into the system.  Some methods include:

  • Importing from a database or file such as an Excel XLS or XLSX file.  You can also import directly from any ODBC compliant database system including Microsoft SQL Server.

  • Through an Opt In Form placed on your website

  • By manually adding a subscriber

  • Using an approach where you import pending subscribers and the system will email them asking them to become a member.  If they click the link and confirm they are now subscribers (confirmed opt in approach).

If you have a file containing subscribers you wish to import then use the Import Subscribers From File or DB option.  Otherwise, manually add yourself as a subscriber for testing purposes using the Add Single Subscriber option.

Create A Newsletter

The next step is to create a sample newsletter that you can send to yourself as a test.  Use Newsletters/Add New.

Give the newsletter a name or description which will also be used by default as the Campaign Name.  Enter the Email Subject to be used when sending the newsletter.

Select the Newsletter List you created in the previous step.

If you already have HTML content you wish to send, paste it into the large Text Box for HTML Newsletter Information.  To track the stats, be sure to check the two boxes for views/open rates and clicks.

If you wish to use one of the built in templates, please click here.

When finished, click

Sending Your First Newsletter

The quickest way to send a newsletter is the click View Drafts or View Archived depending on whether or not the newsletter has already been sent once.

Then click Send Newsletter.  This will send to all subscribers.  To send to a single subscriber choose a different option under Recipients.

Newsletters are sent every 4 minutes so you may need to wait about 5 minutes to receive the test newsletter.

Viewing Reports

After receiving your first newsletter, be sure to click some test links in the email.  Then to verify the stats are tracking click Reports/Campaign Send History to check to see how many views/opens and clicks were recorded.

 

Giving Access to Other Employees or Users

If you need to give other employees access to a given User/Site account, just login to the user/site account then access the Users menu and add a new user.  Be sure to choose the specific permissions and Newsletter Lists that you wish them to access.

 

Other Topics
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  How does the forward to a friend feature work?
  How do I schedule a recurring campaign?
  How does the Unsubscribe By Email Feature Work?
  How do I configure and use Socket Labs Hurricane Server MTA with eNewsletter Pro?
  How do I encrypt the database connection string in web.config?
  How does the Direct Send Feature Work?
  How does the Social Network Sharing feature work?
  How does the Review Pages Feature Work?
  How does the dynamic custom fields feature operate?
  How do I verify and test Reverse DNS?
  How do I use the option to import subscribers from Mindbody?
  How does the Geo-Location Feature Work?
  How do I create a Facebook Application ID and use the facebook sharing feature?
  How does the Scheduled List Transfer/Newsletter List Moving Scheduler Work?
  How does the IP or Header blocking feature work?
  How do I setup Profile/Demographic Fields?
  How Does the Auto-Reponse Feature work?
   
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