4. Lists

SendReach Portal

As in SR V2. the settings in Lists in V3 are VERY List specific, making it particularly suitable for offering Fully Managed Email Marketing Services to 3rd party clients.

Your personnal and Company details are automatically added (from Account Settings) to the setup of each List, and when necessary you simply replace that data with whatever is required – 3rd party client maybe – or another Company of your own.

You can create as many custom fields as you wish, and the system automatically caters for whatever fields may be included in a List being imported from another source. You can filter on ANY field or fields to create mailing segments. So you could filter on State – City – Gender  to get all men in Dallas. Or all women over 30 in Washington DC who are interested in keeping fit.

There are a few differences of terminology in V3. – Campaigns can be either Autoresponders OR Broadcasts. They are classified as Regular (Broadcasts) OR Autoresponders.

The segments created can be saved for future use if you wish (the setup of the Segment – not the resulting list of Subscribers). Equally if you mailout to more than one List in one mailout the resulting combined List is automatically de-duped and saved. It is there for instant future use, or can be deleted – your choice.

Sophisticated Automation is catered for, with many built in alternatives – what if, when, before, after etc. etc.

The following illustrated guidance takes you through creating a new List, and importing Subscribers from V2. to V3.

Your Account Profile has been migrated form V2. to V3 so appears in a List as the default.

Subscriber Redirect above is not the normal redirect – that is covered further down in Pages.

IF a Subscribers Status is anything other than “Confirmed” (Unconfirmed – Unsubscribed – Blacklisted) – then if they click a link in a Campaign they would be redirected to this URL.

Application 1 – IF you were using Double Optin you could send an Autoresponse immediately anyone subscribes – including a Link to a Free Offer or whatever – but if the Subscriber had not clicked “Confirm” in the Confirmation Email their Status would still be “Unconfirmed” in the List and therefore they would be ReDirected to the URL instead of the Link giving access to anything.

Application 2 – If for ANY reason a Subscriber’s Status is no longer “Confirmed” they can no longer access an existing Link and would be ReDirected.

Lists11a

This is POWERFUL segmentation – the only real limitation is your ingenuity in gathering data in custom fields on which to base the conditions. When you create a segment it is saved as a seperate List. You can retain it for future use, or delete, as you wish.

Tag below is the equivalent of a Shortcut Code in SR V2 – and HAS to be all Uppercase characters

Lists13

 

There is no limit to how many Custom Fields you can create for any one List – they are List specific NOT SR User Account specific as was the case in SR V2. The Name and Tag must obviously be unique for each Custom Field. Custom Fields are displayed in the Subscribe Form (Optin Form) provided they are set as “Visible” as above.

Subscriber records, including Custom Field data is then viewed in Lists > Your List > Subscribers – AND can be Edited – as below. The order, left to right, in which the fields are displayed in “Subscribers” is set in the right hand field as above.

When creating your Lists prior to Importing the Subscribers from V2 you only need the three default fields as the Import Function automatically adds/creates the same fields that were exported from V2.

 

The various System Pages are available from the drop down List as below, and are all Editable to suit your application, which obviously accommodates any specific language requirements.

The Subscribe Form (Optin Form) is created here as below -, and the code includes the List ID. The message that goes out is fully Editable.

The Subscribe Form URL, including the relevant List ID as below, can be incorporated is an a href Attribute to create a clickable Subscribe image such as a button. See http://setup.sendreach.com/forms/subscribe-buttons/ for the code.

The ReDirect URL is set here as below.

This is where a Re-Direct URL is entered – replacing a simple Thankyou message.


Above you can Edit the various System Pages that are available, including the Subscribe Form (Optin Form). The Tag [LIST_FIELDS] adds all the fields you have created fin that List automatically, and the result is as below.
The Optin Points function allows you to access the HTML Code for the Subscribe Form or the Facebook Button Code

Lists19a

The full Form HTML code including Custom Fields is not WordPress friendly so needs a little modification as illustrated below.

In your List “Embed List Forms” view copy the code above – including the code for any Custom Fields you may have created, and paste it into your WordPress Page – in HTML View.

The code above is suitable for 3rd pary Integrations where it is required that you enter the basic HTML Form Code as it does not contain any Style Attributes.

Now add the Style Attibutes as below, copying and pasting from the download link above.

In SR V3. you can import your own Lists from V2. In V2 go to Mailing Lists > View / Edit the relevant List > Download Subscribers – that will create a .csv file on your HD. You can then import that to your V3 account as below.

The Import function will automatically create the same fields on V3. as were exported from V2.

You will need to delete any fields you do not need in your New V3 Lists with the subscribers imported from V2. You then need to “Order” the fields – that is the order in which they will be displayed, left to right, in Lists > Your List > Subscribers as illustrated earlier.

This Import function is intended for the migration of Lists from SR. V2. to V3. and NOT for the importation of Lists from other source without EXPRESS PRIOR approval from SendReach. Anyone flouting that requirement will have their SR Account terminated with NO right of appeal and NO possible right to any refund – both PayPal and Stripe have been forwarned of that stipulation.

It is necessary that having Downloaded your subscribers List by List from SR V2 and the .csv files are safely on your HD that you Delete Subscribers in each List in V2 – NOT delete the List. SR V2, requires the use of a modified API due to the differing database structure, and whilst we are requesting that the 3rd party Applications modify their integration setup with SendReach accordingly, that will not happen overnight as they will all have their own timetables.

It is therefore essential that in the meantime your new subscriber records arriving via the API are still recorded – and hence the requirement to retain your original Lists – minus current subscribers – for as long as it takes for the relevant 3rd party Application/s to make the necessary modifications. When that is done, you can then import the new subscriber records from V2. to the relevant Lists in V3.

By following the above guidance, step by step, you can ensure that NO subscriber records are lost either right now or over the coming weeks as integrations are updated.

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