IMakenews Users' Guide

Managing Newsletter

Participants and Account

Goal: To help the user of the IMakenews Service create, populate, and manage content.

Prerequisites: Understand the material outlined in Getting Started.

At End of Lesson: After finishing this lesson, the reader will understand how to manage a team involved with the newsletter and complete other administrative activities.

Steps for Managing Newsletter

Main Table of Contents

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The Managing Newsletters overview will help you learn how to manage the newsletter subscriber list, add authors and editors, and complete general administrative activities such as link management, file management, and billing management. To view the list of options under Participants and Accounts, click on and you'll get the following box:

PARTICIPANTS
Subscribers
Authors
ACCOUNT
HTML Links and Elements
File Manager
Publisher Information
Billing Information
Publishing Options
Clear Content

1 - Participants

There are two options in Participants: Subscribers and Authors. Click on Subscribers to go to the Subscriber Menu. Let's look at the Quick Tasks entry. Here you can enter an email address to do one of the following:

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QUICK TASKS
Enter a single valid email address and then select one of the radio buttons. To find, add, remove, or download multiple subscribers, use one of the operations below:

Email Address:

Find/edit address
Add new address
Remove and remember as opted-out
Remove and forget.

Import Subscriber List is covered in another tutorial.

Under the Subscriber Menu: Let's look at View / Edit Email Addresses, which gives you the option of selecting email addresses from your subscriber lists for viewing and editing.

Subscribers
These are the email addresses of people who are subscribed to your newsletter. To add a subscriber, click Add New below. To find a subscriber or select a group of subscribers, click the Search link below.

Total Number of Subscribers: 2     [Search]

The Subscriber and Search Maintenance List gives you various options for managing your subscriber list. You can access it by clicking on [Search] or SEARCH AND MANAGE SUBSCRIBER LIST from the Subscriber Menu.

SUBSCRIBER SEARCH AND MAINTENANCE

Search and Manage Lists
Use this page to search and manipulate your subscriber lists. You can view selected subscribers, transfer them into sub-lists according to the criteria you specify, transfer them from one sub-list to another, or remove them from the database.

Select subscribers that:
are found in:
whose format is:
where:
and:
and:
and:
and:

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It's not necessary to make a selection from all the drop-down boxes. Just select what you are looking to find. are found in: is the group listing. whose format is: plain text or formatted HTML. The [Field] drop-downs list fields such as Email Address, First Name, Last Name and so on. Once you've narrowed it down, you tell IMakeNews what you want it to do with the results.

And then...
View them
Copy them to:
Subscribers can be copied to more than one sub-list.
Move them exclusively to:
This puts subscribers into a single sub-list,
removing duplication in any other list.
Remove them from:
Change source code to:
Change format preference to:
Permanently delete from all lists, but remember as opted-out.
Permanently delete them from all lists.

View them: lists the search results

Copy them to: adds them to another list.

Move them exclusively to: Removes them from the current list and puts them on another list.

Remove them from: Takes them off a list.

Change source code to: ??? 

Change format preference to: Can switch the subscriber's newsletter preference from HTML to plain text and vice versa.

Permanently delete from all lists, but remember as opted-out: Retains a record of the subscriber who chose to leave the list.

Permanently delete them from all lists: Retains no record of the subscriber. 

Submit to process the form. Reset clears your selections. Cancel takes you back to the previous menu. 

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SUBSCRIBER   DATE/TIME ENTERED SUB-LISTS FORMAT  
john@company.com [REPORT] 08/05/2001 02:48 PM   Formatted (HTML) Delete this Subscriber.
jane@company.com [REPORT] 10/05/2001 05:46 PM 1   Not Specified Delete this Subscriber.
Add New Done

The subscriber column lists the email addresses of all subscribers to your newsletter. Selecting [REPORT] gives you details on the subscriber's most often viewed articles in the past 20 days for what issue in what timeframe as follows:

Overview > Identified Visitors > Pages

[Change Issue]
 

Popular Articles for jane@company.com
Here is an overview of the top 20 articles most often viewed by
jane@company.com in the last 30 days

Account: jane doe
Issue: IMakeNews Tutorial Newsletter (08/05/2001)
Report Period: September 26, 2001 - October 27, 2001

You can view the subscriber's most viewed articles for other issues by clicking on [Change Issue] or select the timeframe from the drop-down box.

Sub-Lists lists the number of lists the subscriber is on.

Format indicates which format the subscriber prefers to get newsletters. Choices are HTML, Text, or Not specified.

Delete this Subscriber. deletes the subscriber.

From the Subscriber Menu: Let's proceed with PROCESS BOUNCES where you can review the subscriber list to find emails that are being returned undelivered or "bounced." It's a way to remove these subscribers from the list. Before proceeding, ensure that the email is indeed not valid. In same cases, it could be an issue with the subscriber's email server being down.

Overview

[Change Issue]
 

Overview gives you the newsletter's activities. [Change Issue] is self-explanatory. The drop-down box gives you a range of time you wish to review the data. Below this is the Bounce Manager report.

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Bounce Manager
Here is a summary of subscribers whose emails have been returned to you without delivery (i.e., bounced). To automatically process through the bounce list and remove subscribers whose emails are bouncing, select the Clear & Remove action on the applicable row. To clear out bounce records without changing the subscriber list, select the Clear action. To download the bounce list as an Excel file, select the Download action. Once you have specified all of the desired actions, click Submit to process the bounce records.

Bounce Report Click here for help.
    Bounce Type Subscribers   Action
    Bad Email Address 0      Subscribers bounced   or more times
    Vacation 0      Subscribers bounced   or more times
    Mailbox Full 0      Subscribers bounced   or more times
    Unknown 0      Subscribers bounced   or more times
  ___________
    Total 0

When a subscriber changes his status to Vacation, he may set his newsletters to receive no email and remain on the list as a subscriber.

The 0 is the number of Subscribers who have been affected the Bounce Type. You choices for Action are Clear & Remove, Clear, and Download. Clear & Remove will delete the subscriber from the list whereas Clear cleans out the Subscriber Bounce list, but keeps them subscribed. Download allows you to obtain an Excel file to review the Bounce stats. Before you submit, you can set a rule on the number of times a subscriber's email has bounced to take action on it. For example, if you have a weekly issue and the subscriber has bounced 1 time, you may choose to let it go. However, if it bounces after four issues, then it is likely to be a bad email address and it may be time to remove it.

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Back to the Subscriber Menu: The next item is DOWNLOAD SUBSCRIBER LIST. It gives you the ability to download the list of subscribers to your computer based on rules you set in the form.

Download subscribers that:

are found in:
whose source is:
whose format is:

Choose which list from which you want to download. Whose source is??? You can narrow it down to the email newsletter format the subscribers get. Also included is a list of checkboxes of information you would like to see in the downloaded file. After clicking CONTINUE, you can View Report in Excel while online and save the file to your computer. If you click on View Report, your browser will open the file using Excel. Click on File > Save As to save the report to your computer.

The last item on the Subscriber Menu is REMOVE SUBSCRIBERS. Here you can remove more than one subscriber from your list by entering the email addresses. Be sure to enter one email address and hit Enter to go to the next line to enter another email address. After you finish entering all addresses, select Remove and remember as opted out or Remove and forget, and Submit.

Let's take a look at the second option under Participants, which is Authors. Authors are the writers and editors who contribute to the newsletter. You can determine a role for each user as well as the actions they can take.

ORDER BY:
NAME STATUS   INFO
No Authors Selected
Add New Done

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Order By is how you would like to see the contributor names sorted. We haven't entered any authors, so let's ADD NEW and complete the form to add a new contributor. Start selecting the Salutation from the drop-down box, entering the first name, middle initial (if any), and last name.

You have a choice of three access levels:

Salutation:
First Name:
Middle:
Last Name:

Access Level:
What level of access does this user have to your newsletter? Please select one of the options below. A 'Publisher' has complete access to all newsletter features and settings. An 'Author' can only contribute articles and an 'Editor' can approve or reject articles that have been submitted.

Password:
Please supply a unique password (up to 10 characters) for this user.

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Enter a password for the user to access the system. It can be up to 10 characters. At this point, this is all the information you need to provide to add the user to the system. The rest of the form is general information you can add, if you wish. It's a good idea to include the Email Address information.

ADDITIONAL INFORMATION:
Email Address:
Organization:
Title:
Address:
City
State/Region:
Zip Code:
Country:
Phone:
Fax:
Web Site:
Notes:

 

When you're done, hit SAVE and it will take you back to the list of Authors.

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2 - Account

To view the list of options under Accounts, click on and you'll get the following options for Account:

HTML Links and Elements provide a way for your readers to opt-in (subscribe) to the newsletter, view the newsletter online, and view the newsletter archive online. The IMakeNews system generates the links and you can modify the wording or look of the link. 

File Manager lists the files stored in your account. You can View, Rename, Delete, or Add New files. Click Add New to upload files from your computer or Retrieve to obtain files from another Web site.

Publisher Information displays the publisher's contact information for IMakeNews record keeping and it is kept private. Make sure the form is completed for the person responsible for the newsletter and billing.

Billing Information lists the name and contact information of the person responsible for the bill payment. You can add or change credit card and payment option information.  This page displays your account options and pricing information.

Publishing Options provides you with the opportunity to select features to apply to your account such as passwords, approvals, letters, content sharing, and account sharing.

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Password Protection
Content Approvals

Letters 

Active Issue
The active issue is the one which is first displayed when the Newsletter is viewed on the Web. By default, this issue is automatically determined by the Begin and End dates which have been assigned to each available issue. By changing this setting to a specific issue name, you can override this default and define the exact issue that should appear. This will be the only issue that appears and it will not change until you come back here and change this setting.

Content Sharing
Would you like to share the articles you create with others for use in their Newsletters?

Account Sharing 

Online HTML Editor
We offer an easy-to-use HTML editor for creating and modifying articles online. This editor provides a WYSIWYG (What You See Is What You Get) interface that works much like that of Microsoft WordŽ. IMPORTANT NOTE: This feature will only work on Microsoft Internet Explorer version 5.0 and higher browsers. In cases where the online editor does not work, you can turn off this feature and use a simpler editor instead.

Password Protection is for viewing newsletter contents. All users will have to sign in with a name and password to enter the system. This option provides more protection and requires your users to have two passwords to use the system.

Content Approvals is dependent on how your manage your newsletter. If you have editors and authors, then you may want to choose the "Must be approved by an editor" option.

Letters gives readers the opportunity to provide feedback to articles. When choosing "Yes - allow letters by default," every article will allow readers to respond with a letter. If you choose "No," you can still select specific articles to have letters by using the Article View. If you don't want every article to have the Letter option, then select No.

Active Issue determines, which issue is first displayed when the newsletter is on the Web. The latest active newsletter is considered the Active Issue. You can change this by selecting the appropriate issue from the drop-down box.

Content Sharing makes it possible to share articles with other newsletters using the IMakeNews System. 

Account Sharing allows you to link more than one user to your account. Perhaps, you're a co-publisher and want to have both publishers share the account. Just enter the account names separated by commas.

Online HTML Editor provides you with a what you see is what you get (WYSIWYG) interface for creating and editing articles online. To use this option, you must be using Microsoft Internet Explorer version 5.0 or higher browsers. If the editor doesn't work, you can turn off the feature and use a simple editor.

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Clear Content clears out articles, surveys, letters, and other data. Be aware that once you remove it, it is permanent.

 
Articles
Surveys and Results
Survey Results Only
Activity and Usage Statistics

Issue:
All Subscribers
All Members
All Authors/Editors
All Letters
All Document Properties
All Issues
All Topics
All Page Layouts

Select the items you wish to remove from the system and click Erase.

Congratulations! This is the end of the IMakeNews System Tutorial. If you have comments, questions or suggestions, please feel free to email us at @imakenews.com

Main Table of Contents

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