ConvincingMail.com Email Marketing Solution

Manual

Contents

Overview 3

Welcome to ConvincingMail World 3

System Requirements 3

Server Requirements 3

Client Requirements 3

Edition differences 3

Which edition to choose 3

Installation & Configuration 4

Overview 4

Installation using “Setup” file 4

Setup process description 4

Shared hosting installation (“xcopy”) 9

Database creation 9

Configuration changes 10

Coping files. 11

Account Setup 11

Quick Start 12

Key definitions 12

Step by step guideline 12

Interface Overview 15

Tooltips 15

Menu 15

Contact Lists 16

Creating a contact list 17

Editing a Contact List 18

Editing Custom List Fields 18

Deleting a Contact List 19

Limited & unlimited number of contact lists 19

Contacts 19

Adding new contacts to the list 19

One by one 19

Import from CSV file 21

Copy from other lists 24

Contact Management 24

Messages (Campaigns). 26

How to create a message. 26

Assets manager 27

Saving message options. 27

“Send Test” function. 28

Enabling click statistics. 29

Start message sending process. 29

Sending process actions 29

Custom Fields. 31

General information. 31

How to create a new custom field. 31

How to use custom fields. 33

Global and list custom fields. 33

How to add/edit list fields 34

How to Use List Fields 34

Contact Info Page and Custom Fields 35

Advanced search and custom fields 37

Using custom fields when compose a message. 37

Overview

Welcome to ConvincingMail World

ConvincingMail