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iAPPS Digital Marketing Suite

User Guide

Version 5.2

iAPPS MarketieriAPPS Analyzer

Copyright Notice

Corporate Office80 Blanchard RoadBurlington, MA 01803Tel: 781.376.5555Fax: 781.376.5033www.bridgelinedigital.comwww.iapps.com The information in this manual is distributed without warranty. Every precaution has been taken in the preparation of this information; however, neither the author nor Bridgeline shall have any liability to any person or entity with respect to any damage or loss caused or alleged to be caused directly or indirectly by the instructional material contained in this help site or book or by iAPPS® software products. Copyright 2009-2014 Bridgeline Digital, Inc. All rights reserved. No part of this material may be reproduced or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without prior written permission of Bridgeline Digital. This software contains the confidential and trade secret information of Bridgeline Digital, Inc. ("Bridgeline"). Copying, dis-tribution or disclosure without Bridgeline's express written permission is prohibited. This software is licensed under a Software License Agreement between Bridgeline and its licensed users of iAPPS® and may be used only in accordance with the terms thereof. iAPPS® is a registered trademark of Bridgeline Digital, Inc.

-2 - - iAPPS Digital Marketing Suite User Guide v.5.2

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iAPPS Digital Marketing Suite User Guide v.5.2

Table of Contents

Copyright Notice 2

Table of Contents 3

1 - iAPPS Marketier 81.1 Logging In 81.2 The iAPPS Marketier Dashboard 91.3 iAPPS Main Navigation and Menus 91.4 Top menu 91.4.1 Marketier Dashboard Containers 11

1.5 User Profiles and Passwords 131.6 Before Your First Email Campaign 14

2 - Managing Marketier Email Campaigns 162.1 Adding/Editing Email Overview 162.1.1 Prerequisites 17

2.2 Managing Emails 172.2.1 Email Groups 182.2.2 Email List 18Viewing Email Results 19Other Email Action Options 21

2.3 Adding / Editing Email 222.3.1 Email Step 1 - Setup 222.3.2 Email Step 2 - Compose and Build 242.3.3 Email Step 3 - Preview, Test and Create Text Email 272.3.4 Email Step 4 - Choose Recipients 302.3.5 Email Step 5 - Schedule Email 322.3.6 Email Step 6 - Final Review and Send 362.3.7 The iAPPS Marketier Email Editor 37Email Editor Toolbar for Text Editing 37

2.4 Assessing Emails 432.5 Viewing / Editing Landing Pages 46

3 - Managing AutoResponders 473.1 Adding / Editing a AutoResponder 483.1.1 AutoResponders Step 1 - Define Details 483.1.2 Response Wizard Step 2 - Choose Triggers 493.1.3 AutoResponders Step 3 - Edit Message and Schedule 52

3.2 Viewing/Editing Response Landing Pages 53

Table of Contents

4 - Managing Contacts and Contact Lists 554.1 Main Contacts Screen 554.1.1 Search Contacts 56

4.2 Modifying Contact Information 564.3 Adding Contacts Manually 594.4 Importing Contacts 60

Importing From a CSV File 61Importing From Salesforce.com 61

4.5 Managing Contact Lists 654.5.1 Managing Contact List Groups 664.5.2 Adding / Editing Contact Lists 664.5.3 Other Contact List Tasks 69

4.6 Managing Subscriptions 704.7 Lead Collection 724.7.1 Managing Lead Capture Forms 724.7.2 Designing Lead Capture Forms 74

4 - Manage Message Assets 764.8 Managing the Content Items Library 764.9 Managing the Images Library 794.9.1 Viewing and Editing Image Properties 83Replace Existing Image File / Upload a New Version 84

4.9.2 Editing an Image 844.10 Managing the File Library 864.11 Managing the Email Templates Library 894.12 Managing the Content Definitions Library 934.13 Managing Attributes 954.13.1 Working with Attribute Groups 954.13.2 Creating and Managing Attributes 96Using Attributes 99

5 - Marketier Administrative Tasks 1015.1 Managing Marketier Groups 1015.2 Managing Marketier Users 1035.2.1 Adding a New Marketier User 1045.2.2 Marketier User Roles and Permissions 106

5.3 Managing Marketier Workflows 1085.3.1 Creating a New Workflow 108



5.3.2 Working with Existing Workflows 1105.4 Managing Links 111

Marketier Frequently Asked Questions 1146.1 Questions on Contacts and Contact Lists 1146.2 Questions on Email and Responses 1156.3 Questions on Subscribe/Unsubscribe 1156.4 Questions on Spam issues 116

1 - Introduction to iAPPS Analyzer 1192.1 Introduction to Goal-Driven Marketing 1202.2 iAPPS Analyzer and Analytics Terminology 1212.3 Logging In 1232.4 Analyzer Control Center 1242.5 Dashboard Button Options 1242.6 Site Activity Containers 1242.6.1 Customizing your Dashboard 1252.6.2 iAPPS Menu 126Top Line 126Bottom Line 126

2.7 User Profiles and Passwords 1282.8 Beginning Admin Tasks 1292.8.1 User Roles 1292.8.2 Other Administrative Duties 129

3 - Site Analytics 1313.1 Seeing Statistics for Variant Sites 1313.2 Basic Report Management 1323.2.1 Changing the Reporting Period 1333.2.2 Plotting and Comparing Data Points 134

3.3 Viewing Overlay Statistics in Site Editor 1343.4 Visitor Reports 1353.5 Traffic Reports 137

Overview 1373.6 Asset Reports 1393.7 Referral Reports 1403.8 Navigation Reports 1413.8.1 Inbound/Outbound Analysis 1413.8.2 Visitor Path Analysis 142

Table of Contents

3.8.3 Visitor Path Analysis 1433.8.4 User Scenarios 1443.8.5 Running your Scenario 146

3.9 Other Reports 1473.9.1 Watches Reports 1473.9.2 Internal Search Reports 147

3.10 Custom Reports 1473.11 Email Alerts 147

4 - Managing Campaigns in Analyzer 1494.1 Monitoring Campaign Progress 1494.2 Setting Up New Analyzer Campaigns 1504.3 Using the Link Builder 150

5 - Managing Goals 1545.1 View All Goals 1545.2 Setting Up a Goal in Analyzer 1545.3 Smart Recommendations Engine 158

6 - Managing Watched Events 161

7 - Analyzer Administrative Tasks 1657.1 Managing Analyzer Users 1657.2 BOT and IP Filtering 1677.3 Managing IP Exclusions 1677.4 Managing Audience Segments 1687.5 Analyzer Report Export Setup 171

8 - iAPPS Analyzer FAQs 1728.1 Site Traffic Analysis 1738.2 Questions on Overlays 1748.3 Troubleshooting Analyzer Data 175

Index 176

iAPPS MarketieriAPPS Digital Marketing Suite User Guide v.5.2


iAPPS Marketier helps organizations create email marketing fully integrated with their existing web assets and analytics.

Table of Contents

1 - iAPPS MarketieriAPPS Marketier allows you to create, manage, and assess email campaigns.Email campaigns provide a method for you to drive traffic to your website to achieve predetermined goals such as getting prospects to download content or make purchases.An email campaign consists of:

l An email message encouraging an action that you want recipients to take, usually with a link to your website l A list of recipients l A schedule of when the email message is sent to recipients or a list of triggers to send responses after email recip-

ients take certain actions on your website.Using iAPPS Marketier in conjunction with iAPPS Analyzer provides you with methods of assessing the effectiveness of an email campaign, such as creating Watched Events that track activity on your website. Thus, if you run a campaign to get prospects to download a white paper, a Download White Paper Watched Event tracks how many of the recipients of the email took that action.Marketier integrates with Tags created in iAPPS Content Manager. Content items, images and files for emails can be tagged, and the tags used throughout your site and marketing efforts. Even website users can have tags. Their exact uses will vary depending on your specific site setup, but they allow website creators to group, filter, and collect information. So for example, a retail site could have an tag assigned to buyers of certain products. They might then run a Marketier email campaign with information on similar products. You can also use Attributes, which are more complex than tags and can be items other than text, such as dates, numbers, or even files. Attributes allow you to have flexible categories of items that can be filled in with attributes from your database in order to personalize your email campaigns and iAPPS pages. Attributes for iAPPS Marketier are focused on contact prop-erties, while in Content Manager they focus on pages and menus, and in Commerce, on products.

1.1 Logging IniAPPS can be accessed only with a valid user name and password. Each iAPPS user is assigned a unique user name and password.

1. Access iAPPS by adding /admin to the end of your URL, i.e. www.company.com/admin.

2. 3. Type in your user name and password.

1.1 Logging In

- iAPPS Digital Marketing Suite User Guide v.5.2 - - 8 -

4. Highlight the Module you want to log into. Depending on your licensing agreement you may not see all modules. If you want the module to be your default, check the box next to “Remember my selection.”

5. Click the Log In button to go to the Dashboard for the module you chose(or for Commerce CSRs the Customers screen).

If you have forgotten your password, click “Forgot Password?” in the login screen. Type in your user name and click Submit. Instructions to reset your password will be sent to the email address associated with your username.

* Note: Once you’ve logged in, your iAPPS session has a default log-out time of 20 minutes. You should save often to avoid having any content lost if your session times out. After 20 minutes, a warning message appears with the number of seconds left in the session. Click Reset if you want to continue your session. Otherwise you will be logged out, and

unsaved content will be lost.

1.2 The iAPPS Marketier DashboardThis section gives an overview of the iAPPS Marketier Dashboard, which appears when you login to iAPPS Marketier. You can access the iAPPS Marketier Dashboard at any time by clicking the Dashboard Link on the top menu. The Dashbord is your portal to working with email campaigns. It provides easy access to your email campaigns, divided into current, draft and sent options, as well as an overview of your emails.

1.3 iAPPS Main Navigation and MenusThe main navigation menu bars appear at the top of the screen. The options available to you within each of the navigation menus will depend on your user role. The more permissions or roles that you have, the more options you will see. See Mar-ketier User Roles and Permissions for details on user roles within iAPPS.

1.4 Top menuThe Top Menu is divided onto two lines. The top line has more product-wide information, such as links to other modules and user profiles. The second line has menu information for the specific product you are using.

Top LineModules The iAPPS menu provides quick access to other products in iAPPS Product Suite to which you have a license. To switch to another product, you can either click the top link to go to the Control Center/Dashboard for each product or choose a particular admin function to go there directly.

1.2 The iAPPS Marketier Dashboard


Next to the links is a notification of which site you are currently managing. If your implementation uses variant sites, you will be able to search for and switch to that site here.

Switching Sites: The site you are currently managing will display at the top of the screen. If your implementation of iAPPS has additional sites or sub-sites, such as language variations, the sites will be listed here. You can do a keyword search for a site name or use the pull down menu to view all available variant sites. Change which site you are editing by clicking on the appropriate site name. If you do not have permissions for other sites, nothing will appear in the pull-down menu.Sign Out If you need to log out of iAPPS, simply click on the Sign Out link at the top right of the screen. Second LineThe Dashboard link will bring you back to the Dashboard. The Campaigns menu gives you links to manage existing Emails or you can choose to create a new email, as well to cre-ate or manage AutoResponders, which are emails that are automatically sent out in response to customer/website users actions such as making a purchase or completing forms.

The Manage Message Assets menu allows you to access your iAPPS content libraries, including content, images, and files. If you have permissions, it also gives access to Developer tools such as email templates.

The Contacts Menu accesses the Contacts database and Contact Lists. Here you can add, edit or

import contacts and manage your lists. If you have permissions you will also see Manage Subscriptions, which allows manual resubscription.

1.4 Topmenu


If you have permission, you will also see the Administration

menu.TheAdministration menu allows administrators to manage internal users and groups of users as well as Email Workflows. Name/profile: The pulldown menu next to your user name allows you to change your password and change your profile information. Users with administrative permissions may see additional entries here to check for iAPPS updates or reset the cache for the website.

The Site Editor link at the top right brings you to the Site Editor view, which allows you to edit your content in WYSIWYG mode. You can go directly to your home page or to the last page you visited.

1.4.1 Marketier Dashboard ContainersThe iAPPS Marketier Control Center includes the following containers, which combine common features and functions:

l Email Overview l Quick Actions l Marketier Statistics

Note: The specific contents of your Dashboard will depend on your user role. User roles are explained in the User Roles and Permissions section.

Quick ActionsOn the left you will see a number of Quick Actions for creating a new Email Campaign, Autoresponder, Contact List or a Landing Page (in iAPPS Content Manager).

Email OverviewOn the right you will see your tabs for Scheduled Email, Drafts, Sent Emails and Workflow, which will list emails with that status. Highlight an email for more options, such as Editing or Canceling the Send (for a Scheduled Email).

1.4 Topmenu


For scheduled, click the calendar icon to see a list of your emails in a calendar view.

Workflow TabIf you have multiple Marketier users involved in sending emails, you can create a workflow to establish a sequence of steps associated with the development and use of an email. A Marketier workflow can include steps for reviewing and pub-lishing an email campaign.Workflows allow you to assign specific user roles to perform each of the steps in the workflow. In addition, they provide a method for you to track the status of emails throughout their lifecycles.

Note: You will only see information in this container for emails on which you are a Campaign Publisher or Approver.

1.4 Topmenu


Each Publishing Workflow tab displays the following information about an email: l Title l Created Date l Subject Line l When Scheduled l Contact Lists l Status (Pending Approval, Rejected, etc. )

Highlight an email to Edit or Review it. Email Statistics Below your email overview tabs, you will see quick stats for Marketier. You can see how many contacts are in your data-base and a chart of how your db has grown, as well as an option to see quick status for the last 30/60/90/365 days by choosing an email from the list.

1.5 User Profiles and PasswordsiAPPS Users can edit their user and password information through the User drop-down menu in the Admin interface. Sim-ply click on your username and a menu will appear with options including a My Profile and Change Password. Some administrators will have additional options in this menu, such as Reset Cache.

1.5 User Profiles and Passwords


User Profile

iAPPS users can update basic profile information. .

Changing Your Password

To change your password, you must be logged in with your current password. 1. To change it, choose Change Password from the Username Drop-down Menu. 2. Enter your current and new passwords. All fields are required. 3. Click Change Password to save. 4. Alternatively you can also change your password in your profile information. 5. Choose UserName > My Profile .

Resetting a Forgotten Password

If you have forgotten your password, there is a Forgot Password link on the main iAPPS login screen.Alternatively, a Content, Installation or Site Administrator can reset a user's Password.

Resetting the Cache

Some iAPPS Users can reset the cache using the User Profile drop-down. Simply click on your username and a menu will appear with options including Reset Cache. This will refresh the cache for iAPPS pages and ensure all information is up-to-date. For more information on caching, see the Developer Configuration and Caching sections in the Developer doc-umentation.

1.6 Before Your First Email Campaign Marketier allows you to organize all the data for your email campaigns. This data includes your email templates; your con-tacts such as iAPPS Marketier users; customers or sales contacts associated with marketing emails; your email content, histories and responses.

1.6 Before Your First Email Campaign


The table below has a roadmap of steps you need to do before using Marketier to create and send emails. Most of these will need to be set up by a Marketier Administrator prior to your first email campaign. If you are a regular user, these tasks will likely have already been done for you and you can get started creating emails and managing your contacts.

Setup Description

Marketier Users

Marketier supports multiple users and comes with a number of default user roles that provide different Marketier functionality.

Assign people who will be using Marketier to the appropriate user roles for the Marketier functionality they need.

In Marketier, select Administration > Marketier Users.See Managing Marketier Users

Workflows

Marketier allows you to create workflows, which allow you to:

l Create a sequence of steps associated with the development and use of emails. (A Marketier workflow can include steps for reviewing and publishing an email campaign.)

l Assign specific users or groups to perform each of the steps in the workflow.

To use workflows in Marketier:

l Determine required workflows based on the various user roles within your organization. l Create a new workflow, if necessary. Select Administration > Workflows.

See Managing Marketier Workflows

Watched Events

You can assess the effectiveness of an email campaign by using Watched Events. To specify Watched Events, you must use the iAPPS Analyzer module. You can select as a Watched Event for a campaign any Watched Event you created in iAPPS Analyzer. Watched Events include user activity such as downloads, purchases, registrations and so forth.

To create a Watched Event for email campaigns:

l Determine whether an appropriate event exists in iAPPS Analyzer l Create new Watched Event, if necessary

In Analyzer, select Watched Events > and chose the type of Watch you want.

See Managing Watched Events

Contacts

The iAPPS Contacts Database stores contact information. The set of contacts to which you send emails may include prospects imported from other databases.

Prior to sending an email, you need to add any contacts not yet in the database who you want to target. To pop-ulate your Marketier contacts database you can:

l Manually enter contacts l Import contacts from .CSV files or from Salesforce.com (web-based Customer Relationship Management

(CRM) software)

In addition, you can create Contact Lists that include only the contacts that you want to receive a particular email (for example, a holiday sale email) or type of email (for example, sales events, informational, promotional).

To populate your Marketier Contacts database, select: Contacts > Add New Contact (to manually add contacts), or Contacts > Import Contacts. See Managing Contacts and Contact Lists for details.

Responses

Responses are similar to emails but are not scheduled. Instead they are triggered by user actions on the site such as purchasing a product or submitting a contact form. Responses can also be tied to a Watched Event that is con-figured in iAPPS Analyzer.

To setup or edit a response, in Marketier, select: Campaigns > Autoresponsers > Manage Autoresponders See Managing AutoResponders

1.6 Before Your First Email Campaign


2 - Managing Marketier Email CampaignsiAPPS Marketier allows you to create, manage, and assess email campaigns.Email campaigns provide a method for you to drive traffic to your website to achieve some predetermined goal such as get-ting prospects to download a white paper or to make a purchase.An email campaign consists of:

l An email message encouraging an action that you want recipients to take, usually facilitated by a link to your web-site

l A list of recipients l A schedule for when the email message is sent to recipients or a list of triggers to send responses once email recip-

ients take certain actions in response to the email.Managing emails includes:

l Adding/Editing Emails and Responses l Assessing Email Success l Viewing/Editing Landing Pages

While you are planning your email campaign, make sure that your email complies with the standards of the CAN-SPAM act for email marketing. The Federal Trade Commission (FTC) has strict rules regarding commercial email and what qualifies as spam. The CAN-SPAM Act established requirements for commercial messages, such as giving recipients the right to have you stop emailing them, and spells out tough penalties and fines for violations. Most of the regulations are simple rules that Marketier can help you comply with, such as ensuring that you provide an unsubscribe link. See the FTC website at http://business.ftc.gov/documents/bus61-can-spam-act-compliance-guide-business. In other countries, rules are even more strict, with Canada requiring explicit opt-in to emails, for example. For more information on other issues with spam avoidance, see the FAQs.

Emails and Responses are managed in a similar manner for editing. However, responses are not sent out to a specific con-tact list, but rather are sent out automatically in response to user actions on the site, such as making a purchase.See Managing AutoResponders

2.1 Adding/Editing Email OverviewThe process of adding / editing an email involves the following major steps:

Email Step DescriptionDefining Specifying basic details about email including email group, template, subject line, and sender information.

Creating & Designing Creating message content.

Previewing Email Viewing email appearance and sending test email.

Identifying Recipients Specifying recipients from Contact Lists.

Scheduling Email Choosing time and date of send, recurrence options, and choosing a workflow, if applicable.

Review and Publish Email Double-checking email details, appearance and recipients. Submitting email into workflow or publishing.

Specifying Remember to specify how to follow up with email recipients. The Response Wizard is separate from the Email

2.1 Adding/Editing Email Overview


https://exchange.bridgelinesw.com/owa/redir.aspx?C=0053a988b574421ca7c4dc8a67fa239d&URL=http%3a%2f%2fbusiness.ftc.gov%2fdocuments%2fbus61-can-spam-act-compliance-guide-business

Email Step DescriptionResponses Builder and can be accessed under Campaigns > AutoResponders.

2.1.1 PrerequisitesAs a number of the steps to create an email require use of other iAPPS Marketier resources, the following table includes a roadmap of steps that you may wish to perform prior to adding or editing an email. Depending on your permission level, you may need another iAPPS administrator to help you set up some of the options.

Prerequisite Description

Watched Events

If using the iAPPS Analyzer module and you want to base an email on a Watched Event:

l Determine whether an appropriate Event exists. l Create new Watched Event, if necessary.

In Analyzer: Watched Events > Watched Events

Contacts

If using a contact Contact List to send campaign to recipients:

l Determine whether an existing contact list fits the audience of this email l Update or Create a Contact List, if necessary

In Marketier: Contacts > Contact Lists

Workflow

If using a workflow for your email campaigns:

l Determine workflow for this email l Determine whether existing workflow matches what’s required for this email l Create new workflow, if necessary

In Marketier: Administration> Workflows

Email group

Determine in which email group this email belongs, then:

l Create new email group, if necessary or l Select existing email group in which to add this one

In Marketier: Campaigns > Manage Emails

2.2 Managing EmailsAll Emails for iAPPS Marketier are divided into Groups. Email Groups allow you to categorize related emails, such as a cer-tain time period, geographies, seasonal items, etc.Manage Emails has an overview of all current Email Groups and the specific emails associated with them.

l To add or edit an email or email group, select Campaigns > Manage Emails.The Manage Emails screen appears, displaying a list of email groups and the number of emails associated with the group.

2.2 Managing Emails


2.2.1 Email Groups

You cannot create an email outside of an email group. All emails must fall under an email group.

To view a list of emails associated with a group, click on the email group name in the left pane.From the Emails screen you can work with email groups or individual emails. On the left, you have the following options for the Email Groups:

Email Group Options Description

Add New Group Create a new email group.

Edit Group Change the name of an existing group.

Delete Group

Delete an empty group with no emails within it. (If you try to delete a group with associated emails, it will fail. First move the emails to another group and then delete the email group.)

2.2.2 Email ListA list of the emails associated with each group displays in the right pane once the group name is highlighted.

2.2 Managing Emails


Column DescriptionEmail Name Name of the email

Subject Line Email Subject Line

Email Status

Displays email status including dates of email’s last run, start date and creation date.

l Draft – Email i still being work on and has not been scheduled. l Scheduled – Email has been published and at least one more run is scheduled to execute. l Sent - Email has been sent. l Running – Email has been scheduled and is currently being sent to recipients.

Created or Last Run Date Displays date and time that Marketier last sent this email to recipients or was created.

Contacts Number of contacts to whom the email was actually delivered.

Opens Total number of times the email was opened. This number may be more than delivered if a recipient opens the email multiple times or forwards the email.

Clicks Total number of recipients who clicked on a link in the email.

Email Information

Viewing Email Results

Click Email Statistics to display more detailed statistics about sent emails.Results will display for each run date asso-ciated with the email. Click into a specific row to see overlay statistics.

Column DescriptionRun Date Date and time the email was sent.

Sends Number of emails sent.

Delivered Number of sent emails that were actually delivered.


Unique Opens Number of unique recipients who opened it, rather than those who may have opened the email several times.

Email Results

2.2 Managing Emails


Column DescriptionClicks Total number of recipients who clicked on a link in the email.

Unsubscribes Number of contacts who unsubscribed after receiving the email.

Bounces Number of Emails that "bounced" or could not be delivered.

Triggered Watch

Number of times recipients took a desired action (a Watched Event) as result of email.

Exporting Recipient Actions

You can create a CSV file detailing visitor statistics for actions on an email such as opens, clicks and unsubscribes using the Export Recipient Actions option. To export a recipient actions file:

1. Click on an email with a status of “Sent” in the Manage Emails screen and select Actions > View Email Results.

2. In the Email Results popup, click Export Recipient Details.A dialog appears with options for what properties/fields that you want to export:

3. Email Address, Opens, Clicks, Unsubscribes, Bounces and Triggered Watches are checked by default. 4. Check the box next to any additional fields you wish to export, such as First or Last Name. 5. Click the Export Button to open a dialog that will prompt you to open or save the CSV file. 6. Click the appropriate radio button to either open or save the Recipient Actions report and then click OK.

The Recipient Actions .csv file appears in a spreadsheet.

2.2 Managing Emails


Other Email Action Options

Highlight an email name and click Edit to view or make changes to an email with the Email Builder. Full details on creating and editing emails are in the Email Builder sections. You can also view emails by status or see other actions such as viewing landing pages associated with the emails or copy or move the email.

Email Actions Description

View Email Results View email run statistics. This is the same information you see when clicking on "More info" in the main list.

Duplicate Email Create a copy of the email within the selected group, based on the existing one.

View Landing PagesView the landing pages to which a link in email brings recipients. See more information on Viewing Landing pages.

Move Email to Another Group Moves email from current group to a selected one.

Delete Email Delete the Email

Cancel Send Cancel the current email schedule

Email Actions

Deleting Email You can delete an email to make it inactive when you will no longer use it.

1. Highlight an email in the Manage Emails screen and select Actions > Delete. 2. The email is moved to the Deleted Items folder. The email will not run if scheduled to run. 3. If you wish you can later move the deleted email back into a regular Email group and republish to make it active

again.

Moving an Email To move an email to another group:

1. Highlight an email in the Manage Emails screen and select Actions > Move Email to Another Group. 2. You will be prompted to choose a new group for the email. Select a group from the drop-down list and click Move

Email. 3. The email is moved to the selected folder.

2.2 Managing Emails


Canceling a Scheduled EmailTo cancel an email which is already scheduled:

1. Highlight an email in the Manage Emails screen with the status of "Scheduled" and select Actions > Cancel Send.

2. The email will not run as scheduled.You can then go in and edit and reschedule as desired. You can also cancel an email send from the main Scheduled tab in the Marketier Dashboard. Simply highlight the email in the list and choose Cancel Send.

2.3 Adding / Editing EmailEmails in Marketier are added and edited through an Email Builder wizard system. You can reach the wizard using the Add New button that appears when an email name or an Email Group Name is high-lighted.

Remember that all Emails must belong to an Email Group.

Your email groups will appear on the left side under the Campaign Groups pane of the Manage Emails screen while emails associated with that group appear on the right.Highlight a group name and click Add New to open the Email Builder. You can create email directory by selecting Emails > Create Email Campaign from the Marketier Top Menus.

2.3.1 Email Step 1 - SetupWhen you select Create Campaign from the Dashboard or drop-down menu or Add Email (from the Email Campaigns screen) Edit, Add, or Duplicate, the Email Wizard setup window appears.To set up the email, you complete information in the following sections:

l Select a Group (required) l Select Template (required) l Enter Email Details (required)

2.3 Adding / Editing Email


Field Descriptions Appears to Recipients?

Select Group Select a Campaign group where your email will be stored in the library. No

Select Tem-plate

Select a Template to format the visual presentation of the email. Standard layouts include One-, Two- and Three-Column layouts as well as a left or right sidebar. Your implementation may have additional templates.

n/a

Email Name Name to store and track this email in iAPPS Marketier No

Email Sub-ject

The text of the email’s subject line.

1. Specify the email's subject line. Often in small initial test campaigns you might change this to conduct A/B testing.

2. If desired, you can click the link for Insert Dynamic Contact Details to generate a subject based on a contact details, but this will be unlikely for email subject lines.

Yes

Sender Name

Name that appears as sender of email.

1. Specify a name to be the sender 2. If desired, click the link for Insert Dynamic Contact Details to generate a custom sender

name, personalized to each recipient, based on information in the contact database. The

Yes



Field Descriptions Appears to Recipients?

options you have are drawn from Marketier and other iAPPS attributes, which are set up in the iAPPS Admin. See Managing Attributes

Sender Email

Email address of sender.

1. In addition, specify an address or click the link for Insert Dynamic Contact Details to gen-erate a custom sender email address, personalized to each recipient, based on a inform-ation in the contact database. Options seen here are drawn from iAPPS attributes. See Managing Attributes

Yes

Dynamic Contact Details

Dynamic contact details allow you to fill in a email subject, or sender name and email as dynamic values depending on what details are related to the contact in the Marketier database.

1. Click the link and select a contact property from the list for Marketier to use dynamically. 2. The contact property field typically contains the information for a customer service rep-

resentative, broker or salesperson associated with the Marketier contact. based on a information in the contact database. Options seen here are drawn from iAPPS attributes. See Managing Attributes

Yes

Confirmation Email

Email address to which iAPPS Marketier sends confirmation when email runs.

Marketier also sends email if, due to some problem, Marketier doesn’t actually send emails dur-ing a scheduled run.

No

When you have finished entering information in all the Setup fields, click Continue to go on to the Compose step. This will open the Email Builder screen, where you will add your text and pictures, choose contacts to receive the email, and test your email before sending or scheduling it.

2.3.2 Email Step 2 - Compose and BuildThe Compose step of the Email wizard includes designing/creating the message text and images for your email.

Creating the Email MessageOnce you've selected an email template and done the initial setup for your email, you can begin editing the email itself and choose text and images for your email campaign. The Builder screen opens with the template that you chose to use in the first step. The containers for the template will be empty and you can create, upload or edit text and images as needed. Remember that which template you chose will affect which container options you see.



If you need to change any email detail information from the first step, click the arrow under the Email name on the left.

This will display the details you just entered as well as giving you extra options for your email, such as preview.If you wish to change options, update the information and click Update. When you have finished, click on the arrow to hide the details. You can change the template used in the email in this sec-tion by clicking on the template name. However, any content you have entered will have to be entered again as the page container options will be not be the same.



Your email message can leverage all of the content available within the iAPPS Content Manager libraries, such as existing images and content.Additional Email ResourcesIn addition to the text and images you also can leverage the following resources:

Resource Description

An unsub-scribe link

Today, email programs use various criteria to assess the reputation of the sender when determining whether to deliver an email to recipients, including unsubscribe links. In addition, all commercial email messages are required by law to contain an unsubscribe link.

Merge fields Your Marketier system administrator can customize Marketier to use merge fields as Contact Properties.

AttachmentsiAPPS Marketier in SaaS installations has a file size limit on attachments. You can attach multiple files, but the total size of all attachments cannot exceed 100Kb. Generally, however, recipients find attachments suspicious and you should avoid them if possible.

View in Browser Link

This is a link inserted while you are editing the email text within the Site Editor Toolbar. View in Browser links help those who might be having trouble viewing the email to see it in a web browser instead. To insert a link to view the email within a web browser. highlight the text to link (such as “View in Browser” and select the View in Browser button on your toolbar). Administrators can also turn on a site setting that inserts the link automatically.

Landing Pages

When you link a page in your website within the body of the mail through the Link to Library button in your text editor, it becomes a “Landing Page.” Then once the email has been sent, you can track which users clicked



Resource Descriptionand went to the linked Landing Page(s). See Viewing / Editing Landing Pages for more detail.

Once you’ve finished the HTML version of your email, you should create a text version of the email message in the event that a recipient cannot view an HTML email, which is still often the case for mobile devices. Text versions also help those with disabilities who use audio readers to help them with their email as well as aid in preventing your email from being marked as spam. Ensure that your text email also has important links such as unsubscribe (legally required for all commercial email) and View in Browser. See The iAPPS Marketier Email Editor for details on adding the unsub-scribe and View in Browser links.

Your implementation of Marketier may not allow you to continue at all without the unsubscribe link. If your email does not contain an unsubscribe link, Marketier displays the following warning dialog:

2.3.3 Email Step 3 - Preview, Test and Create Text EmailSee Email Step 1 - SetupSee Email Step 2 - Compose and Build Before you send your email, there are a number of things you should do:

l Create a Plain Text version of the email l Doublecheck email setup details l Preview your email appearance of email on screen l Preview your email in a test message

Previewing Email Details



To view the email details such as the subject line or sender name, click the arrow underneath the Email Campaign header on the left side of the screen.

Here you can see details of the message such as the Sub-ject, Sender Name and Email.

l Change Details as needed. l To change the template, click on the template name. l Collapse the container by re-clicking the arrow.

Previewing Email Message AppearanceTo preview your email on the screen:

1. Click the down arrow under the email details if they are not already open. 2. Click Preview Your Email. 3. The Preview page will display the HTML version of the email message.



4. To close, simply click the Close Preview button in the upper right of the screen.

Creating a Text VersionWhile a text version of the email is not required to send out an email campaign, it’s a good idea to always include one for several reasons.

l First, not everyone has access to or uses HTML email, especially recipients with older phones. l Also, many users with disabilities use audio text readers to help them interact with their email; text versions make

this much easier. For this reason, you should also ensure that any graphics you use in the main HTML email have alternate text descriptions.

To create your text-only version: 1. Click the down arrow under the email details if they are not already open. 2. Click Create a text-only Email Version. 3. Make sure the text email contains the highlights of your message in a clear and simple to read way. 4. Cut and paste your email text from your email version and add any merge fields if you still want to use them. 5. Be sure to include links to View in Browser and unsubscribe (required for all commercial email) links, which you will

need to cut and paste from the HTML View.See The iAPPS Marketier Email Editor for details on adding these links to both your HTML and text versions.

Sending Test EmailIt is highly recommended that you send a test message before publishing. Because each email system is slightly different, it is recommended that you test across a number of email systems such as Outlook, Gmail, Yahoo Mail, etc.To send a test email:

1. Click the down arrow under the email details if they are not already open. 2. Click Send a test email 3. A Send Test Email dialog appears:

4. You can either choose anindividual address or select a Contact List. This might include a small number of internal addresses or test accounts.



There is a limit of 50 recipients to whom you can send test email.

5. To manually enter email addresses, type in the email addresses in a comma-separated list in the Emails Tab of the popup.and click Send.

6. To select a contact list for your test email, click the Contact Lists tab.

a. Click the checkbox beside each contact list you want to receive the test email. (Remember, there is a limit of 50 recipients).

b. Click Send.

7. iAPPS Marketier sends the test email message to the specified recipients.

2.3.4 Email Step 4 - Choose RecipientsSee Email Step 1 - SetupSee Email Step 2 - Compose and BuildSee Email Step 3 - Preview, Test and Create Text Email In this step, you select the users you want to receive your email. You can select the recipients of this email campaign using existing Contact lists.

If you have not created a Contact lists for this email, save your email draft and go to the Contacts page (See Managing Contacts and Contact Lists ), create a list, and then return to editing this email.

When you are ready to add recipients, click on Choose Recipients. This will open a popup that allows you to choose a Contact (formerly Distribution) List for this email.

Your Contact List Groups will appear on the Left pane and the individual lists on the right pane of the popup.

Using Contact Lists



The Select a Contact List container displays both individual Contact Lists and Contact List Groups.To view the contact lists in a contact list group, click the arrow to the left of a group name to display its associated lists.

To select a contact list, either: l Click the checkbox beside Select All to select all lists in a group. l Click the checkbox beside each individual contact ist that you want to use.

Once you've checked a box, the selected lists will appear on the far right, as well as a total number of contacts.



Repeat the steps above to add contacts from additional Contact List Groups. You can click Save & Close to return to the email builder or Save & Schedule to continue to scheduling.Once you have completed this step, you will see a checkbox next to in the Email Builder.

2.3.5 Email Step 5 - Schedule EmailSee Email Step 1 - SetupSee Email Step 2 - Compose and BuildSee Email Step 3 - Preview, Test and Create Text Email See Email Step 4 - Choose Recipients In the Schedule step you specify the email:

l Schedule l Run frequency l Delivery options l Workflow



Scheduling Email Date and RecurrenceSpecify the email start date and time and recurrence options as described in the tables below.

Setting Description

Send DateEnter the date on which the email starts, that is, when iAPPS Marketier first sends this email message to recipients.

Click the calendar icon or enter a date in 00/00/0000 (Month/Day/Year) format.

Send Time Specify the time of day iAPPS Marketier sends the email message to recipients.

Time Zone Click the box to use the local time zone or choose a time zone from the drop-down list.

Don’t forget to add the recurrence options if you want to send the email more than once.

To see the recurrence options, click on the radio button next to the amount of recurrence you want (daily, weekly, monthly or yearly).

Specify the email recurrence options and end date as described in the following table.

Settings Descriptions

Daily

Click this radio button to select this option when:

- Email starts and ends on same day - runs only once.

- Email set to run over a period of time and you want to send this email to any new recipients added to con-tact list each day.

Weekly Click this radio button to send email weekly.

Monthly Click this radio button to send email monthly.

Yearly Click this radio button to send email yearly.

Every # day(s) Click Daily and then click this radio button to specify an interval between days on which iAPPS Marketier sends email to recipients.

Recurrence Options



Settings DescriptionsEvery weekday Check Daily and then click this radio button to choose to send the email on weekdays only.

Every Week on Day of Week

Check weekly and then check the button for the day(s) of the week to send the email, setting the "Every" _____ week(s) option to refine the frequency on which iAPPS Marketier sends email to recipients.

Day/Every/Month Month and Yearly settings allow you to specify the day of the month and (for Yearly) the month in which emails are sent.

No end date Click this radio button when you want email to run indefinitely.

End after # occur-rences

Click this radio button when you want email to run according to other settings but for emails to be sent a lim-ited number of times.

When editing an active email, Marketier displays under this option the number of times this email has already run.

End by Specify the last date on which you want to send this email to recipients.

Click the calendar icon or enter a date in 00/00/0000 (Month/Day/Year) format.



Selecting a WorkflowNext, select a workflow, if necessary. Workflows require that a user in the capacity of a given role (such as approver or pub-lisher) to take a necessary action before the email moves to the next step in the workflow.

You cannot create a workflow here; you can only select an existing workflow. If you need a unique workflow for an email, create the workflow prior to the email. If you need to add a new workflow, click Save as Draft and switch to the Administration menu to set up the workflow before returning to the email wizard.

To select a workflow for this email: 1. Click the Select Workflow drop-down arrow to view a list of workflows. 2. Click a workflow from the list to select it.

Additional Delivery OptionsThere are a few additional delivery options for you to decide as well. For example, you can send an HTML email only, a text email only or both, as well as choosing the order. Generally you will want the delivery order to be HTML first.



In addition there are options to send multiple emails. You might want each email to go to a recipient only once, or you might want to send it multiple times. The table below outlines options and the situations in which they work best.

These settings accommodate a recipient/ contact list that changes during the email run period.

Setting Description

Only send this email to recipient once.

Click checkbox to select this option when:

- Email starts and ends on same day - runs only once.

- Email set to run over a period of time but you want all recipients to receive this email only once, that is, you want subsequent runs to include only new contacts that have not already received this email.

Use snapshot of first run recipient list (i.e., do not auto-update lists before each run).


Email is set to run over a period of time but you want subsequent emails sent only to previous recipients and not sent to new recipients who were added to the contacts list after email start date. Otherwise any new contacts added to your contact list will get any recurring sends of emails.

Only send email to recip-ients that have not triggered watches.


Email is set to run over a period of time but you want subsequent emails sent only to recipients who have not responded to email as measured by whether this recipient triggered a Watched Event for this email or some other action.

This option is only valid if your iAPPS installation includes iAPPS Analyzer.

When you finish scheduling the email, you can either:

l Submit into Workflow, if necessary or l Save & Close. You will be returned to Manage Email. The email will start on the scheduled start date. l Save & Review. You will be send to the Review popup for one final check.

2.3.6 Email Step 6 - Final Review and SendSee Email Step 1 - SetupSee Email Step 2 - Compose and BuildSee Email Step 4 - Choose Recipients See Email Step 3 - Preview, Test and Create Text Email See Email Step 5 - Schedule Email

Completing the Email

When you choose Save and Review from the Schedule Step or choose Review and Send from the main Email Builder, you will get a review popup with a snapshot of your email, and its relevant details, contact lists and scheduled times. If you are satisfied, choose Publish and the email will run as scheduled. If you are not quite ready to send, you can Save as Draft or Close & Edit.



Once published, the email will appear in the Scheduled tab of your main Marketier dashboard, unless it is scheduled to go through workflow first.

2.3.7 The iAPPS Marketier Email EditoriAPPS Marketier allows you to edit the content areas of an email. You may not be able to edit all areas of the email, depend-ing on your template. You can edit only content areas of an Email template where an Edit Icon displays next to a container. This is a similar pro-

cess to Site Editor in iAPPS Content Manager. Options include image and text containers.To edit text and images for an email, select it in the Emails list, and select Add/Edit Email to go to the Email Wizard Compose Step. Click on any area with an Edit icon, and choose your option, such as Edit Text or Create New Text.

Email Editor Toolbar for Text Editing

The editor toolbar appears when you select Create New or Edit Text. It includes icons for tasks such as formatting text and inserting images. You can move the cursor over the toolbar to display tool tips describing each icon’s function. The bar is almost identical to that in iAPPS Site Editor.

After you edit a page, click the Save button on the bar to save the changes.

To close the editor toolbar, click the Close icon in the corner of the toolbar.



Or, click the icon in the text container. There are features of Marketier templates and text editor that work a little differently from those in Content Manager.

l View in Browser l Unsubscribe l Landing pages

These are outlined below along with other Marketier Editing tasks.

Adding and Editing ContentTo create new content:

1. Click the Edit (Pencil) icon next to the container you want to edit and select Create New Text. 2. The Text toolbar appear above an empty text box.

3. Enter new content using the editor toolbar for editing, just as you would in Site Editor. 4. To save, click either

Save As - to save new content file in LibrarySave - to save changes to text and close editor.

5. You will be prompted to enter a title and a folder to save the content for use later.



6. Be sure to save changes to the email by choosing Save as Draft at the top right of the screen.

Inserting Text from LibraryTo insert a content item from the Library:

1. Click the Edit (Pencil) icon next to the container you want to edit and select Insert Text from Library.

2. The Insert Content Item From Library dialog appears:

3. Navigate to the content item you want. 4. Highlight the content item and click Select Content.

iAPPS inserts the selected text into the text container. 5. Be sure to save changes to the email by choosing Save as Draft at the top right of the screen.

To edit existing content:

1. Click the Edit (Pencil) icon next to the container you want to edit and select Edit Text. 2. The content and the editor toolbar for editing display. 3. Edit or enter new content using the editor toolbar for editing, just as you would in Site Editor. 4. To save, click either

Save As - to save new content file in LibrarySave - to save changes to text and close editor.



5. You will be prompted to enter a title and a folder to save the content for use later.

6. Be sure to save changes to the email by choosing Save as Draft at the top right of the screen.

Hiding / Showing TextTo hide or show the text and content of an entire container in the actual email message without deleting it:

1. Click the Edit Icon on the text and select Hide. 2. The selected text does not appear when you preview this email message or show if you sent it. 3. To see the text again, click the Edit Icon on the text and select Show.

Removing TextTo remove content:

1. Select Edit Icon on the text container that has the content to delete, and select Remove Text. 2. The text is deleted from the container.

Tag ContentYou can apply tags to content in a container.

1. Click the Edit (Pencil) icon next to the container you want to edit and select Assign Tags. 2. The Assign Tags container appears with the listing of tags for the website.

3. Check the boxes next to your desired tags. Click the arrows to expand and hide the tag sub-structure. 4. Click Save.



Special Options while Editing Emails

There are a few option that you can use while adding or editing text in Marketier that do not appear in iAPPS Content Man-ager. These include creating unsubscribe and View in Browser links.

Creating Unsubscribe LinkThe presence of an unsubscribe link in an email message is one key criteria that email program spam blockers use to assess whether incoming email is spam. Additionally the US CAN-SPAM Act requires that commercial emails include an unsubscribe link. The easiest way to do this is to create text that you can just insert easily, such as your footer text. You can create an unsubscribe link in a email message for contacts to easily unsubscribe from the campaign.To create an unsubscribe link in the email:

1. Click in the text where you want the unsubscribe link to appear.

2. Click the unsubscribe link icon. iAPPS Marketier enters an unsubscribe link in the email.

To include this functionality in the text email however, you must cut and paste the link from the HTML version. 1. To do this, either click on the HTML Tab at the bottom of the text area or Click the Source button. This will show

you the HTML for your email template. 2. Copy the text between the brackets (include the brackets as well), such as [UnsubscribeLink], 3. Switch back into your Plain Text Email tab and paste in the link. Make sure you save your changes. 4. When you send your email, a full URL for the link will appear in the email. (Because the email is plain text, you will

be unable to hyperlink any text; rather recipients will see the entire URL.)View in Browser Link When you include a View in Browser link in your email it allows recipients to easily switch for seeing the email within their email program to seeing it within a regular web browser. To include a View in Browser Link, ensure that you are in the edit text mode

1. While you are in the HTML View you can simply hit the View in Browser Button in your toolbar, and text and a hyper-link will be placed in the text box you are editing.

To include this functionality in the text email however, you must cut and paste the link from the HTML version.



1. To do this, either click on the HTML Tab at the bottom of the text area or click the Source button. This will show you the HTML for your email template.

2. Copy the text between the brackets (include the brackets as well), such as [ViewInBrowserLink], 3. Switch back into your Plain Text Email tab and paste in the link. Make sure you save your changes. 4. When you send your email, a full URL for the link will appear in the email. (Because the email is plain text, you will

be unable to hyperlink text; rather recipients will see the entire URL.)

If desired, Administrators can check the Site Setting: View Email in Browser Link by Default to automatically insert a View in Browser link in every HTML email. However, it will still need to be transferred to the text version by following the steps above.

Adding Landing PagesWhile you can easily link to pages within the iAPPS library in both Content Manager and Marketier, when you do so in Mar-ketier it also marks the page as a “Landing Page.” Then, when you view the results of your email or response, you can click to view any landing pages that were linked within the email. To add a landing page:

1. Highlight the text you wish to link, click the Link to Library Button on the toolbar and follow the dialog to link to a page within your website.

Creating a Merge FieldYou can insert merge fields within an email if, for example, you wanted to personalize the email message with some part of the recipient’s name.To create a merge field:

1. Click in the text where you want the merge field to appear. 2. Click Select Merge Field to open the drop-down list. The list will be populated with your iAPPS attributes.

3. Scroll through the list to locate a field to use and click on it.The merge field text appears in the content area similar to the following: [field:FirstName]

4. Select as many merge fields as you need. 5. When the email is sent, data will be pulled from the database to fill in the merge fields.

Inserting Code SnippetsYou can format often used pieces of content or lists by using code snippets set up by a developer or another user.To insert a code snippet:

1. Click in the area where you want the snippet and select insert snippet. See the Content Manager User Guide for more information on creating snippets.



2.4 Assessing EmailsYou can assess the effectiveness of an email campaign and its results through several measures:

l Email Results/Run History l View Overlays

Viewing Email ResultsThe Email Results provides you with a breakdown of the status of sent emails for each run. In addition, from the Email Results you can see an overlay on the exact email text showing how many recipients clicked on any links in the email. Click on an email run in the Email Results container and select Overlays.To view email results:

1. Click on an email in the Emails screen and select Actions > View Email Results.

The Email Results container displays the following information about each run of the selected email:

Column DescriptionRun Date Date and time the email was sent .

Sends Number of emails sent.

Delivered Number of sent emails that were actually delivered.


Unique Opens Number of unique recipients who opened it, rather than those who may have opened the email several times.

Clicks Total number of recipients who clicked on a link in the email.

Unsubscribes Number of contacts who unsubscribed after receiving the email.

Bounces Number of Emails that "bounced" or could not be delivered.

Triggered Watch Number of times recipients took a desired action (a Watched Event) as result of email.

Email Results

2. Optionally, click the Export Email Statistics or the Export Recipient Details links to export an CSV file of these res-

ults. 3. Click "x” to return to the Manage Emails screen.

2.4 Assessing Emails


Some numbers such as the number of opens may exceed the number of emails sent. This is typically caused by a con-tact opening an email multiple times or forwarding to another person.

Viewing OverlaysOverlays display the exact text of the email sent to recipients with an overlay for each link in the email showing the per-centage of recipients who clicked it.In addition, you can dig down into an overlay statistics to see a list of the actual visitors who clicked on that link and create a Contact List of this set of visitors.To view an overlay for an email run:

1. Click on an email run date row in the Email Statistics container and select Overlays.A new browser window opens displaying the email sent with percentages of users who clicked on it overlaid on each link in the email.

2. To dig down into the statistics, click the arrow beside a statistic overlay and a menu appears.

3. Click View Contacts and a View Contacts dialog appears, listing the contacts who clicked on this link:



4. Click “Close” to close the View Contacts dialog. 5. Click Assign Contacts to Contact List and an Assign to Contact List dialog appears:

6. To add the users who clicked on this link to a Contact List, click the appropriate radio button to select an existing list or to create a new one.

7. Click “Save” to close the dialog. 8. Close the browser window displaying the email overlay to return to Marketier.



2.5 Viewing / Editing Landing PagesYou can view or edit the landing page associated with an email. Landing Pages are simply pages from within your website that were linked in the body of the email by clicking on Link to Library while creating an email.To view/edit landing pages:

1. Cclick on an response with a status of “Active” in the Manage AutoResponsders screen and select Actions > View Landing Pages.An View Landing Pages dialog appears listing the landing pages associated with this email.

The Edit Landing Pages dialog displays the following information about each landing page associated with this email: l Clicks: Number of times visitors clicked links in this landing page l Bounces: Number of visitors who left website after viewing this landing page

In addition to the information displayed, you can highlight a landing page and click: l Edit to view and edit the page in Content Manager. l Visitor Paths to start a visitor path analysis with this page in iAPPS Analyzer.

You can select the Path Analysis option only if your iAPPS Marketier installation also includes the iAPPS Analyzer module.

2.5 Viewing / Editing Landing Pages


3 - Managing AutoRespondersIn addition to a primary email message, you can create and manage automated emails to respond to contacts based on their actions after receiving an email, such as purchases or viewing landing pages or to other actions on the website. Autoresponders are particularly useful because they do not have to specifically scheduled, but are sent automatically if a user triggers the response through an action.

Each response can contain more than one email. For example, if a customer makes a purchase, you can create a thank-you email that sends five minutes after the purchase and also create a follow-up email a month later querying if they are satisfied with the purchase.

You create and manage email responses from the Manage AutoResponders screen (Autoresponders > View All Autoresponders).

The AutoResponders screen displays the following: l Response Name: Message Name (not seen by website users) l Description: Description of the response l Status: Draft or Active l Created Date: Date and Time of Creation

If the response has been used it also shows the following statistics.

Statistic DisplaysDelivered Number of emails this response was triggered to send.

Opens Number of times the email response was opened.

Unique Opens Number of recipients who opened the response.

Clicks Number of contacts who clicked a link in this response email.

Response statistics (clicks, bounces, etc.) shown in the main Manage AutoResponders screen are aggregated from all emails associated with the response. To see individual statistics for each email, highlight the responder in the list and click Edit to view the statistics in the Add/Edit AutoResponders screen. You can export all response information to a CSV file. You can also Filter by Response status (archived, active, draft). From the Manage AutoResponders listing, highlight a AutoResponder's row to do any of the following:

l View/Edit Response l Delete Response


l View Landing Page l Duplicate l Make Active/Inactive

Once archived, the response appears in the Responses listing with a status of “Archived,” and will no longer work. 1. To use again, filter for archived or all statuses. 2. Highlight the response, and choose Actions > Make Active.

3.1 Adding / Editing a AutoResponderiAPPS Marketier provides a wizard for adding new Auto Responses.The process of adding / editing involves the following major steps:

l Defining the Response l Identifying Triggers l Defining Email and Schedule

You can add a new response by clicking on Add New or highlight an existing response with any status and selecting Actions > Duplicate to create a duplicate of the selected existing response. You can then edit the response as needed. When you select either option, the Add / Edit Autoresponders wizard appears. The screen walks you through all of the steps above to create or edit your response.

Note: When editing a response or creating a response with Duplicate, you cannot change the user action that serves as the trigger; you can change the options for the user action only. If you want a different type of trigger, choose to cre-ate a new response instead.

Each response can contain more than one email. For example, if a customer makes a purchase, you can create a thank-you email that sends five minutes after the purchase and also create a follow-up email a month later querying if they are satisfied with the purchase.

3.1.1 AutoResponders Step 1 - Define DetailsThe Add / Edit Autoresponders process starts with Autoresponder Details.

3.1 Adding / Editing a AutoResponder


To define a response: 1. Complete the Define Response tab with the following information.

Field EnterResponse Name A name to uniquely identify this response.

Sender Name

Name to appear as sender of response email.

Either specify a name or click checkbox beside Use Contact Property to generate a custom sender name, per-sonalized to each recipient, based on a contact property value.

Insert Dynamic Contact Details

Click the check box and select a contact property by which Marketier selects a name to use as the sender. Instead of a set name, Marketier fills the “Sender Name” field with the value of the selected contact property for each con-tact who receives this email. As with an email, this would be to specify a certain representative, account manager or broker, etc. that might change for each customer.

Sender Email

Email address of sender.

Either specify an address or click checkbox beside Use Contact Property to generate a custom sender email address, personalized to each recipient, based on a contact property value.

Insert Dynamic Contact Details

Tied with Contact Property noted above. Click the check box and select a contact property which Marketier uses to select an email address to use as the Sender Email. Marketier fills the “Sender Email” field with email of the selec-ted representative.

Description A description of the purpose of this response.

Next you will Identify Triggers.

3.1.2 Response Wizard Step 2 - Choose Triggersin the Identify Triggers section, you identify user actions that trigger the response.The Identify User Actions list provides the following user action choices:

l Logged in l Made a purchase l Triggered Watched Event (Only available if your installation includes iAPPS Analyzer.) l Submitted a form



Each user action type offers unique options that allow you to refine the conditions that trigger iAPPS Marketier to send an automated response.

Note: When editing a response or creating a response with Duplicate, you cannot change the user action that serves as the trigger; you can change the options for the user action only. If you want a different type of trigger, choose to cre-ate a new response instead.

Response Triggers: Logged InTo specify "Logged In" as the user action trigger:

1. Select Logged In from the Identify User Actions pick list.The system displays “From:” and “To:” fields.

2. Specify a range of dates between which users logged in to the website. Click the calendar beside the “From:” and “To:” fields, or specify a date in 00/00/0000 (Month/Day/Year) format.

Optionally, click the checkbox beside “Send only once” so that a user log in during the specified date range trig-gers iAPPS Marketier to send this response only one time and not every time a user logs in.

Click Save to save the email triggers and details as a draft before moving onto Define Email & Schedule.

Response Triggers: Made a Purchase When you specify “Made a Purchase” as the trigger for a response, you must specify at least one product or product type that the user purchased to refine what triggers the response.



1. Click either “Specific Product(s)” or “Product Type(s)” radio button and then “Search Products.”To search products:

1. Enter a term in the search box and click Search, or choose from the Product Type interface to see a list of products of that type.

2. A list of products matching the search term appears in the dialog. 3. Click the checkboxes beside each product which when purchased you want to trigger a response. The Products will

appear under Selected Products. 4. Repeat the process to add more products. 5. Optionally, click beside any product to remove it from the Selected Products list. 6. When you finish selecting products, click Add to return to the Add/Edit AutoResponders screen.

To Search Product Types: 1. In the Product Types dialog, Click the arrow beside an product type on the tree to open it. 2. Click the checkbox beside a product type to select all of the products under that category. 3. The selected product types appear under Selected Products.

4. Optionally, click beside any product type to remove it from the Selected Products list. 5. When you finish selecting product types, click Add to return to the Add/Edit AutoResponders screen.

Click Save to save the email triggers and details as a draft before moving onto Define Email & Schedule.

Response Triggers: Watched Event When you select Triggered Watched Event as the trigger for a response, you select one or more of the Watched Events defined in iAPPS Analyzer to refine what triggers the response.

Your iAPPS Marketier installation must include the iAPPS Analyzer module for this option to be available.



1. Click the checkbox beside each Watched Event which you want to trigger a response. 2. Click Save to save the email triggers and details as a draft before moving onto Define Email & Schedule.

Response Triggers: Submitted a FormWhen you select Submitted a Form as the trigger for a response, you select one or more of the form submission types (such as Contact us or Feedback forms) to refine what triggers the response.

1. Click the checkbox beside each form submission type you want to trigger a response. 2. Click Save to save the email triggers and details as a draft before moving onto Define Email & Schedule.

3.1.3 AutoResponders Step 3 - Edit Message and ScheduleIn the Define Email and Schedule step, you:

l Create a Subject line or add additional emails l Schedule when iAPPS Marketier sends the AutoResponder l Create the AutoResponder email message l Test the AutoResponder email message



Each AutoResponder can contain more than one email. For example, if a customer makes a purchase, you can create a thank-you email that sends five minutes after the purchase and also create a follow-up email that sends a month later querying if they are satisfied with the purchase.

Specifying AutoResponder Sender and Schedule

To add AutoResponders, click Add New.

To remove an email message from the AutoResponder, highlight its name in the list and click Delete .

To specify a AutoResponder schedule and other information, follow these steps: 1. Type text to be the subject line of this email in the blank “Email Subject” field. 2. l Click Insert Dynamic Contact Details to select a Contact Property field to use to customize the subject if

desired.An “Insert Contact Property” drop-down list appears.

l Select a property from the list and click “Insert.” 3. Specify when iAPPS Marketier sends AutoResponder after triggered event:

l Enter a time value in the blank “Time Sent after Trigger” field. l Select the time type (minutes, hours, days) from the drop-down list.

4. Click Continue to go to the Email Builder and edit the text of your emailSpecifying an AutoResponder Email Message

5. You edit the details and email text and assets of an Auto Responder in the same way as a normal iAPPS Marketier email.

6. Create a text version of the email message in the event that a recipient cannot view an HTML email. 7. You can preview and test the AutoResponders as you would any Marketier email. 8. When finished editing, Click Save to return to the Add/Edit AutoResponders screen. 9. Once you have add all the emails you want to your AutoResponder, click Publish in order to activate the

AutoResponder campaign.

3.2 Viewing/Editing Response Landing PagesYou can view or edit the landing page(s) associated with a response that has landing pages associated with it.To view/edit landing pages:

1. Click on an response with a status of “Active” in the Manage AutoResponsders screen and select Actions > View Landing Pages.

3.2 Viewing/Editing Response Landing Pages


An View Landing Pages dialog appears listing the landing pages associated with this email.

The View Landing Pages dialog displays the following information about each landing page associated with this email: l Clicks: Number of times visitors clicked links in this landing page l Bounces: Number of visitors who left website after viewing this landing page

In addition to the information displayed, you can highlight a landing page and click: l Edit to view and edit the page in Content Manager. l Visitor Paths to start a visitor path analysis with this page in iAPPS Analyzer.

You can select the Path Analysis option only if your iAPPS Marketier installation also includes the iAPPS Analyzer module.

3.2 Viewing/Editing Response Landing Pages


4 - Managing Contacts and Contact ListsiAPPS Marketier allows you to manage contacts for your email marketing. You can add Marketier contacts by importing from a CSV file, third-party applications or by manually entering them. Contacts from other iAPPS Modules such as those from Lead Capture or other forms, or Commerce data will be updated in the Marketier Database automatically.

Note that while you can send emails to database contacts who entered through another iAPPS Module, you can edit contact information only for contacts entered in Marketier. Even if a contact entered the database through Marketier, if they subsequently become a contact in iAPPS Commerce or Content Manager, you will then only be able to edit their details in those modules. This is to avoid accidentally overriding customer-entered information such as a change of email.

After adding contacts to your Marketier contacts database, you can create Contact Lists with any combination of your con-tacts for targeting marketing emails to specific contacts.Managing contacts in iAPPS Marketier includes:

l Searching existing contacts l Modifying contact information l Adding individual contacts manually l Importing contacts l Creating and managing contact lists l Managing user subscriptions

4.1 Main Contacts ScreenTo work with contacts already in the database, go to main Manage Contacts Screen (Contacts > Manage Contacts).

4.1 Main Contacts Screen


4.1.1 Search ContactsTo search for an individual contact in the database in order to work with their file, type keywords into the search box in the Manage Contacts screen and press Enter on your keyboard. It will search within whatever tab you are currently using.

Your search result will display the resulting contacts and number of results.

4.2 Modifying Contact InformationYou modify contact information from the Manage Contacts screen (Contacts > Manage Contacts). Search for a contact name if necessary. Highlight the contact's name in the resulting search list and click Edit.

While you can send emails to database contacts who entered through another iAPPS Module, you can edit contact information only for contacts entered in Marketier. Even if a contact entered the database through Marketier, if they sub-sequently become a contact in iAPPS Commerce or Content Manager, you will then only be able to edit their details in those modules.

To perform other actions on Contacts from other iAPPS modules, use the Actions drop down. You can modify contact information from Manage Contacts as listed in the following table:

iAPPS Module Where Contact

Added to Database Manage Contacts Action

All Modules Assign Tags

Unsubscribe

Assign to Contact list

iAPPS Marketier Only Edit contact

Delete

Editing Basic Contact InformationYou can access the Edit Contact Details container ONLY for contacts added directly to the contacts database through Marketier. To Edit Contact Details:

1. Click on a contact/row in the in the Contacts screen, and select Edit. 2. The Edit Contact screen appears.

4.2 Modifying Contact Information


From Edit Contact Details, you can: l Edit contact information* l Assign Tags l Unsubscribe the contact l View a contact’s email history l Assign contact to a Contact list or lists

See Adding Contacts Manually for a description of the Contact Information you can edit, such as address, notes, tags and custom fields. Remember you can only update this information for Marketier Contacts, not those who entered the database through other products. Those must be edited in iAPPS Commerce or Content Manager.

3. Edit basic detail Information as appropriate. 4. See below for details on editing other information. 5. Click Save to apply the changes.

Contact Lists AssignedClick the Contact Lists tab to show the Contact lists to which the contact is assigned.

To add the contact to more lists:



1. Click Add Contact to List. 2. The Assign to Contact List popup appears.

3. Choose whether to add the contact to an existing list or create a new with the radio buttons. a. If you are choosing from an existing list, select it from the drop-down. b. If you want a new list, select a group and give your new list a name.

4. Click Save . To remove the contact from a list:

1. Check the box next to any existing lists you want to remove the contact from. 2. Click Remove from list.

Viewing Email HistoryEmail history shows which emails which a Marketier contact (you cannot see this information for other iAPPS contacts) has received recently. To see them, in the Edit Contact screen, click the Emails Received tab if it is not already dis-playing, for a list of emails that Marketier sent to this contact.

Unsubscribing Contacts From EmailsYou can unsubscribe contacts from all or from specific emails (not all sites allow this). To unsubscribe a contact from all emails.

1. in the Manage Contacts screen, search for the contact you want and choose Actions > Unsubscribe. 2. In the popup confirmation, click Okay.



3. Marketier unsubscribes the user from the selected emails.Alternatively, you can choose Opt out of ALL Emails in the Edit Contact screen.

If users change their mind and ask later to be re-subscribed, administrators can re-subscribe them using the Manage Subscriptions functionality. See Managing Subscriptions

Deleting a UserDeleting a user not only means they no longer receive emails but that they are permanently removed from the contacts data-base. Deleted contacts do not appear in reports or any Marketier views.

This will permanently delete the user information, so it is a good practice to back up the Marketier database information by exporting a backup file before making major changes to the database.

To delete a user from the contacts database: l Search for a contact in Manage Contacts and select Actions > Delete. l A warning dialog appears. l Click Delete.

Marketier removes this user from the database and all Marketier reports and views.

4.3 Adding Contacts ManuallyYou can manually add individual contacts to the iAPPS Marketier database or add contacts in bulk by importing contact information from another source. See Importing Contacts for details on bulk adding contacts. To manually add an individual contact into the Contacts database:

1. Go to Contacts > Add New Contact. l Alternatively, you can Click the Add New button at the top left of the Manage Contacts Screen.

2. A blank Add Contact screen appears.

4.3 Adding Contacts Manually


3. Complete the contact’s information, including country and image, if wished. Not all information is required, but a valid contact must have an email address.

4. Optionally, select one or more Tags (terms used to aggregate or filter contacts and content). 5. Optionally, click the Contact Lists tab to choose a Contact List to add the contact to or to create a new one.

l Click Add Contact to List. l Choose a list or create a new one in the resulting popup. l Click Save.

5. Click Save to add this contact to the Contacts database. A “Contact Saved Successfully” message appears. 6. Click “Cancel” to return to Manage Contacts.

4.4 Importing ContactsYou can access the Import Contacts wizard directly from the Contacts menu (Contacts > Import Contacts). The process of importing contacts includes the following steps:

l Selecting data source l Mapping fields l Verifying data l Defining Contact lists

4.4 Importing Contacts


Step 1 - Choosing a Import SourceYou can import contacts from:

l A .csv file l Salesforce.com Contacts or Leads

Warning: Information you import will overwrite existing data in the Marketier database if you choose the override options. You should export and save a copy of your Marketier Database regularly as a back-up, especially if you are about to import large amounts of contact information.

Importing From a CSV File

To import from a .csv file, follow these steps: 1. Click “Download” under “Helpful Hints” to view an import file template.

Prepare your .csv similarly to the template file. 2. Click the “Upload CSV file” radio button. 3. Click “Browse” beside the “Data Source” field to select the .csv file to import. 4. Optionally, click the “Overwrite existing contact properties based on email address” checkbox to update information

for existing contacts in Marketier. You can also check to overwrite existing contact properties for user information (including customer-entered information) for Commerce or Content Manager contacts with new information.

5. Click Next.The Map Fields wizard appears. Continue below in Step 2.

Importing From Salesforce.com

You should make sure your Salesforce.com settings are up-to-date (See "Salesforce.com Settings") Then, to import from your Salesforce.com Contacts or Leads, follow these steps:

1. Click the “Salesforce.com Contacts or Leads” radio button. 2. Optionally, click the “Overwrite existing contact properties based on email address” checkbox to update information

for existing contacts in Marketier. You can also check to overwrite existing contact properties for user information (including customer-entered information) for Commerce or Content Manager contacts with information from this .csv file.

3. Click Next.The Map Fields wizard appears.

Step 2 - Mapping FieldsOn the Map Fields wizard, you map the fields from your import source to the iAPPS Marketier contacts fields.



To map fields, follow these steps: 1. Click the arrow in the fieldname for any of “Your Fields” to map a different fieldname to the “Marketier Contacts

Field” showing in the same row. 2. Click the checkbox in the row for any field “Required for Import”, or click the “Select All” check box in the column

heading row to require all fields. 3. Sample Information from your file will appear in the right column. 4. Click “Continue”.

The Verify Data wizard step appears.

Step 3 - Verify DataBefore your import is complete, iAPPS will help you verify the data you are importing, such as finding contacts with invalid email addresses (bob@bob rather than [email protected], etc. )You will see a summary of the contacts on your list giving you:

l Total Contacts to be Imported l Valid Contacts l Contacts with Errors l Duplicate Contacts



You can download a separate CSV file of the duplicate or invalid contacts by clicking on the number in that field. 1. Click “Continue”.

The Define Contact List wizard appears.

Defining Contact ListsThe Define Contact Lists wizard allows you to add imported contacts directly to a Contact list and to assign Tags to these contacts.

To define Contact lists for imported contacts, follow these steps: 1. Make a Contact list selection as follows:



Contact List Option Use This Option To

Create New Contact List

Create a new Contact list with the imported contacts.

1. Click the “Create New Contact List” radio button.

2. Enter a name for the new Contact list. 3. Select the Contact list folder in which to

save this list.

Append to Existing Contact List

Add the imported contacts to an existing Contact list.

1. Click the “Append to Existing Contact List” radio button. 2. Select the existing Contact list from a Contact list folder.

Do Not Add to ListTo not add to a list at the moment.

l Click “Do not Add to a Contact List” radio button if you do not want to add the imported con-tacts to a Contact list at this time.

2. Select any Tags (terms used to aggregate or filter contacts) to assign to the imported contacts from the “Assign Tags to Import Contacts” pick list.

3. Choose a Site to import the contacts to (Master site or a variant site) from the drop-down in the upper right..

Warning: Any information you import will overwrite existing data in the Marketier database. You should export and save a copy of your Marketier Database regularly as a back-up, especially if you are about to import large amounts of contact information.

4. Click “Import”.When the import is complete you will see an Elapsed Time popup that all gives you statistics on how many contacts were imported successfully.

5. Click Close.



4.5 Managing Contact ListsContact lists are groups of contacts that you can select as recipients of an email. Contacts lists allow you to target a dis-crete set of contacts with any email. Lists are maintained within Contact List Groups, which are top-level folders in which you organize related Contact lists, for example by customer type, campaign, or department. Access the Manage Contact Lists screen by selecting Contacts > Manage Contact Lists.

Contact Lists displays the following columns and information.

Info DisplaysLeft Pane

Group Contact List Groups (folders)

Right Pane

List Name The name of a Contact list.

Date Created Creation date of Contact list

StatusWhether a Contact list group or a Contact list is active or deleted.

Marketier sends the email/response only to contacts in active groups/lists.

# of Contacts Number of contacts in a Contact list.

From Manage Contact Lists you can: For Contact List Groups:

l Add new group l Edit Group Name l Delete Group l Add New List

For Contact Lists l Edit List l Move to Another Group l Assign Tags

4.5 Managing Contact Lists


l Export list to Excel l Delete

4.5.1 Managing Contact List GroupsContact list groups are top-level folders in which you organize related Contact lists, for example by customer type, cam-paign, or department. You can:

l Add a new group l Edit an existing group name l Delete a group

Adding a New Contact List Group To add a new Contact list group, follow these steps:

1. Highlight on a Contact list group row in the left pane of the Manage Contact Lists screen and select the plus icon (Add New).

2. A popup appears with blank, editable field in the “Name” field. 3. Enter a name for the Contact list group. 4. Click Save. 5. The new Contact list group appears.

Editing an Existing Contact Group DetailsYou can edit an existing Contact list group to change its name.To edit existing group details:

1. Highlight on a Contact list group and select the Pencil icon (Edit Group). 2. A popup appears with blank, editable field in the “Name” field. Edit the name for the Contact list group. 3. Click Save. 4. The Contact list group changes appear.

Deleting a Contact List Group You can change the status of an existing Contact list group to either active to inactive. To change the status of Contact list group:

1. Highlight it and select the trash can icon (Delete). 2. The group is moved the deleted Lists folder in Manage Contact Lists,

You cannot delete a Contact List Group with Contact Lists associated with it. You must first move the lists to another group in order to be able to delete.

4.5.2 Adding / Editing Contact ListsYou can add to existing Contact Lists for email campaigns or add new ones. Creating a Contact list includes:



l Selecting group in which to store this Contact list (each Contact list must be in a Contact list group) l Selecting contacts to include in this list.

Note: Previously Marketier users could bulk add individual contacts to the list using search. Now all contacts must be added to a list using filters.

Adding a New Contact List: 1. In Contact Lists (Contacts > Manage Contact Lists) Click on the name of Contact list group where you want to

store the new list and select Add New.

The Create a New Contact List screen appears:

2. First you will specify List Details. Give the Contact List a name and choose options as follows:

Contact List Option DescriptionApply pre-existing filter

Contact Lists are created using a series of filters. When you create a set of filters you can save them for use later. If you have done this you can choose a filter set from the drop-down list.

List Type Choose Static or Dynamic (which will update each time the database changes)

Save list as Filter Set Contact Lists are created using a series of filters. When you create a set of filters you can save them for use later.

Save as Global

Check this box to allow all variant sites to use the Contact list. Otherwise the list will only be visible to users of the site you are currently editing.



3. Next, you will choose the filters that you want to use to create your list. There is an extensive list of filters:

a. First choose a filter from the drop-down list. Once you choose, you will get date options or enumerators appro-priate to your choice. So for example, you will choose dates for Abandoned carts, or can choose all users whose company name contains certain letters, of if you chose to include users who had filled out certain forms, you would get a list of forms or groups from the site.

b. If you would like to add an additional filter or remove a filter, click the Plus or Minus buttons, respectively, on the far right.

Sample Filter Options

4. When you have finished adding filters, click Save.

The list of contacts who meet your filter criteria will appear at the bottom of the screen in the Preview Results area.



5. You can now use the list, tag it, edit it, delete it or export the list to Excel. Highlight the list name, choose the appro-

priate option from the Actions menu in Manage Contact Lists.

4.5.3 Other Contact List TasksManaging Contact lists tasks include:

l Assigning Tags l Deleting l Exporting list to Excel

Assigning Tags to a Contact ListYou can assign tags (labels you can use to group, filter or collect information) to a Contact list. Tags, which can be used for content items, images, files and even users, are added through the Content Manager Module, but can be edited by some Marketier users. See the iAPPS Content Manager User Guide for more information.To assign Tags to a Contact list:

1. Click on a Contact list and select Actions > Assign Tags.

An Assign Tags popup appears.



1. Click + to expand the list of Tags 2. Click the check box beside the folder or individual Tag to add to this list. 3. If you select a folder, a confirmation dialog appears, prompting you to specify whether you want to include all the

subterms in the folder. Click Yes or No. 4. Click Save.

Exporting A Contact List to ExcelYou can export a Contact list to a .csv file for use in Excel.

1. Click on a Contact list and select Actions > Export List to Excel.An email with a link to the file will be sent to the address on file in iAPPS.

Deleting A Contact List You can delete a Contact list.

1. Click on a Contact list and select Actions > Delete.The list will be move to the Deleted Lists folder. Any emails using the list will not send to list members.

4.6 Managing SubscriptionsManage Subscriptions allows you to manage Marketier contacts who have unsubscribed to your emails. From here, you can re-subscribe contacts to all or specific emails and to export lists of contacts based on the email from which they unsub-scribed.To access the screen, select Contacts > Manage Subscriptions.

From Manage Subscriptions you can: l Re-subscribe contacts to all emails or to select ones l Export lists of contacts based on the email from which they unsubscribed.

Re-subscribing Contacts

4.6 Managing Subscriptions


To re-subscribe contacts to all or to specific emails, follow these steps: 1. Select Contacts > Manage Subscriptions. 2. The Manage Subscriptions container appears with the Re-subscribe Contacts tab active:

3. Enter the email address of a contact to re-subscribe to emails and click Add. 4. Either:

Re-subscribe to All Re-subscribe to Select

Click the “Re-subscribe to all unsubscribed and future emails” check box.

- Click the “Re-subscribe to individual emails.”

- Click the checkbox beside each email to re-sub-scribe.

5. Click the Re-subscribe button.

Exporting Unsubscribed ContactsTo re-subscribe contacts to all or to specific emails, follow these steps:

1. Select Contacts > Manage Subscriptions. 2. The Manage Subscriptions container appears 3. Click the Export Unsubscribed Contacts Tab.

4. If your site is using Unsubscribe All, the results of all reports would be the same. Otherwise, choose an Campaign from the drop-down list to receive a list of the users who unsubscribed from it.

5. Click Export Unsubscirbes . 6. iAPPS will produce a .csv file with the appropriate list of unsubscribed emails.

4.6 Managing Subscriptions


4.7 Lead CollectionYou can use iAPPS to create lead forms that capture lead information and send it directly to the iAPPS Marketier Contact database. The forms, which are set up in a very similar fashion to other iAPPS Forms, use iAPPS Marketier Attributes as the options for the form fields however, instead of leaving the selection of fields open. If your iAPPS site has login cap-abilities or you want to use more flexible options, you can also use a regular iAPPS Form, and ensure that the information is also sent to the Marketier database. Otherwise, if you want additional fields for your lead capture forms, then you will need to add more Attributes. See Managing Attributes

4.7.1 Managing Lead Capture FormsAdding or Editing a Lead Capture Form involves the following major steps:

l Create Form Details l Defining Properties and Layout

Content Manager provides you with a form builder that allows you to create a two column form with fields chosen from your Contact Attributes. You can later view or export the leads from the form to Excel or other programs in a .csv format.

To add a form:

To add a Lead Capture form and specify initial properties:

1. Ensure you are in the Forms Library (Content Manager > Manage Site Assets > Engagement Tools > Forms) in the folder where you want to save your form.

2. Click on the Create New Form/Poll button to bring up the Create New Form/Poll dialog box.

3. Choose whether you want to create a poll or form. If you want to create a lead capture form or otherwise capture form responses, choose the appropriate button under Create Form: Record Form Responses or Capture Leads. Use Capture Leads when you want to use Marketier Attributes for your form fields. Otherwise, iAPPS will use standard open form fields.

4. Click Create to move onto the step of specifying Form Details.

4.7 Lead Collection


To edit an existing form:

1. Ensure you are in the Forms Library (Manage Site Assets > Engagement Tools > Forms). 2. Highlight the form you wish to edit in the Form's library listing and click its name or select Edit . 3. Fill in the Form Details and Field Properties

Form Details

You can specify a number of form details for a Lead Capture Form including: l Name

1. Enter a name for this form in the name field.Click on Show Advanced Options to see the following items.

l Submit Button Text Specify text to display on button that users click to submit form.

1. Type in the text you would like to have on the button, such as "Save" or "Submit". Remember it will need to be fairly short.

l Thank You URLYou can specify a URL or iAPPS page to direct the user to after completing the form.

1. To add a Thank You page from the library, simply click on the Library icon link to the right of the field. This will bring up the menus and Pages dialog.

2. Navigate to the Page you wish to have as a Thank You page and click Select. 3. Alternatively to use an external URL you can simply type or paste in the URL.

4.7 Lead Collection


If you would like to specify a Thank You landing page from your site, you will need to have created the page first. If you haven't done so yet, simply skip this step for now. When you've created the page you can return to the Forms Library and edit the form.

l Email submissions 1. To send an email with the form data to a person in your company when a form is completed, click the check-

box next to Email Submissions. 2. To specify email address(es) to which submissions will be emailed, if desired. Separate multiple addresses

with commas. l Add Watch

If you wish to have the form trigger a Watched Event (Set up in iAPPS Analyzer) as part of the form process, then check the Add Watch box and pick the watch from the drop-down list.

4. Once you have specified form details, switch to the Properties Tab to add Contact Attributes to the form or click

Save to return to the Forms Library.

4.7.2 Designing Lead Capture FormsTo design the layout of a Lead Capture form, follow these steps:Follow the step for creating a new form (See "Adding a Form") or click on a form in the Forms Library list and click the Edit button.A Form Builder window appears displaying three columns:

l Form Details/Properties Tabs (left) l Your Form Builder canvas (center) l Properties of selected form field (right)

Adding Form FieldsTo build a form:

4.7 Lead Collection


1. Drag a form field from the Form Fields tab (left column) into the Form Builder pane (center). 2. The selected form field appears in the Form Builder pane and Properties for that field appear in the right column.

The Lead Capture Form Builder provides Marketier Contact Attributes to use as form fields. If you need additional fields, you will need to first create new Attributes in the Marketier Admin interfaceor you can use a standard Form. See Managing Attributes

The email field will always be required in a Lead Capture Form and it will appear by default in the center column. Drag any additional Attributes that you would like to use as Form fields into the Form Builder pane to build your form. As you add Attributes they will be removed from the left column.

a. To move a field to a higher or lower horizontal position within the form builder pane, select a form field and drag it up and down.

b. To remove a field from the form, select the field and click the X icon next to the field. The attribute will then reappear in the left column.

Before you finish with your form you need to specify Form Field Properties for each field in the form.

Specifying Form Field PropertiesThe properties specify names, labels and other aspects of the field’s behavior.When you drag a field into the Form Builder pane, or click on a field already in the pane, properties for that field display in the Properties column. Not all fields have all the properties. What each property does is described below.

Property DescriptionName Enter a non-displaying name by which you can reference this field. Defaults to the name of the attribute.

Label Enter a label to appear beside this field that identifies the function of this field to the user.

Placeholder Specify Text to use as a placeholder within a form filed or prompt for text entry (such as "Enter Zip Code").

Required

Specifies whether a user is required to specify input in this field.

• True = required.

• False = not required.

An * will appear next to the form field label if the field is required.

Validation If an Attribute had validation added to it when it was created (such as zip code or URL), that validation will be used. Validation can't be added or removed here.

Form Field Properties for Lead Capture Forms

Once you have finished with your form fields and their properties, preserve your changes by clicking Save.

4.7 Lead Collection


4 - Manage Message AssetsMarketier leverages your existing website content and assets. All assets for a email reside in either the existing Data Libraries or in Developer Libraries (for Email Templates and Content Definitions).

l Users with appropriate permissions can add or edit material from the data libraries. l Users without permission will be able to use the assets but not to change them.

You can change User Library permissions in the Marketier Users screen. See Viewing/Editing Marketier Library Per-missions for details.

4.8 Managing the Content Items LibraryRich Text or Content Definition items used on the website are stored in the Content Items Library.

Not all users will be able to reach all parts of or actions for the content library, depending on their permissions and roles.

From within the Content Items Library, some users can l Add a new content item l Edit the properties or text of a content item l Assign Tags to a content item l Archive a content item l View Pages using the Content Items l Sort or Filter the Content Items list.

See "Managing Data Libraries Directories" for more information on creating new directories (folders) within the Content Items Library. To reach the Content Items Library, select Manage Site Assets > Libraries > Content Items from the main navigation menu or select Content Items from the Icons on the Dashboard.

The screen displays the following: l The Content Library directory tree structure in the left pane l A list of content items in the selected directory in the right pane.

The Listing displays the following information about each content item.

4.8 Managing the Content Items Library


l Title of content item in Content Manager. l Optional brief description of the content item. l Type of template used for this content item (content, event, feature, etc.) l Status: “Active” (can be inserted into a page) or “Archived” (exists in library but cannot be used in a page) l Date on which content item was added or last edited and by which user. l Link to Tags (Click the link to see which Tags, if any, are associated with the content item)

Sorting / Filtering Content Library ListingsYou can select the order by which content items are sorted for display or filter out some items. Choose a Filter Options to filter by status

l All l Archived l Active

Sort options include by: l Sequence Number (the numbers on the left of the frame. This is the order content will appear in a list if there is no

other sorting criteria. You can reorder the content items, simply by dragging and dropping content items in the list. l Title l Description l Type of Content, either Content (Rich Text) or Content Definition type l Author l Last Modified Date l Last Edited By l Status (Archived or Active)

To sort: 1. Highlight the directory you want to sort. 2. Use the Sort drop-down menu to choose what criteria you want to sort on.

Content Manager sorts the items according to your sort order selection.To show more or fewer items on your screen:

1. Choose your preference from the drop-down menu under Show.

Adding a Content Item to the LibraryYou can easily add content items from Site Editor or from the Library. To add a content item from the Content Items Library:

1. Navigate to the directory where you want the new content item and click Add New. 2. In the Add Content Popup you can give your content a Title and Description. 3. Choose a Content Type (Free Form (for Rich Text Content) or a Content Definition. 4. Add Tags as necessary. 5. In the Rich Text area, edit and format your content as wished. 6. When you are finished editing, click Save.



Editing Content Items and their Properties from the LibraryTo edit content item or its properties:

1. Select/Highlight the item in the Content Item Library listing and choose Edit. 2. Edit Content Properties appears. 3. Here you can edit properties of the content item such as the Title and Description, Apply Tags and edit the rich text

content or content definition. 4. When you are finished, click Save. 5. Depending on your implementation, you may be prompted to send the page the content is associated with to Work-

flow or Publish it.

Assigning Tags to a Content ItemYou can assign Tags (terms used to aggregate or filter information) to content items in a number of ways.

l From the Libraries, you can add tags while creating content or by Editing Properties. l From Site Editor you can assign the tags by choosing Assign Tags from the content item's context menu.

Archiving/Making a Content Item ActiveiAPPS does not delete archived content items, but makes them unavailable by moving them to an archived folder. You can then retrieve them if necessary.To archive a content item:

1. Select/Highlight the content item you want to archive and chose More > Archive.

Content Manager displays a warning dialog indicating when a content item you select to archive is being used on live pages. You should remove the content item from the page(s) before continuing.

Content Manager changes the status it displays for the content item in the Content Item Library list and moves the item to the archived folder.

1. To reactivate, select/highlight the content item you want and choose More > Make Active.If you do not see the item you want, ensure archived items are showing by selected All or Archived from the Status drop-down menu.

Moving and Copying ContentsYou can move content items to other libraries or you can create a new content item by copying the content of an existing content item.

1. Highlight the content item you would like to move. Click and drag the page towards the menu item where you would like to move or copy it. A box will appear around the menu item. Once you have the page in place, release.

2. A dialog box will ask if you would like to Move or Copy the content. 3. Click the button accordingly. 4. If you are moving the content, the item will change libraries and you will get a confirmation dialog. 5. If you are copying the content, an item with the title 'Copy of [existing content item]" will appear in the folder you

chose to copy to. You will get a confirmation dialog. 6. If wished, you can go to the folder where the content was moved and click Edit to change the content item's title.



Viewing Pages Using ContentTo view pages using an image:

1. Ensure you are in the Content Library. 2. Navigate to the folder where the content is stored 3. Select an image from the right pane. 4. Under the More Menu, select View Pages Using This Content. 5. A dialog appears displaying either: 6. l No items found or

l A list of the pages that use the content. 7. Click the Close button to close dialog.

4.9 Managing the Images LibraryThe Images library stores image files for use on the website.In the Images Library, you can perform the following tasks:

l Search the Images Library l Add images to directory l Sort images in directory l Edit images l View/Edit image properties l View the history of an image and rollback to a previous version l Preview the image actual size l Assign tags to an image l Delete an image from the library l View which pages use the image

To manage the Images Library, in Content Manger, select Manage Site Assets > Libraries > Images from the main nav-igation menu at the top of the screen or the Images Library button in the Control Center Dashboard. In Marketier, select Email Assets > Libraries > Images from the main navigation menu at the top of the screen.

The library screen is divided into two panes:

4.9 Managing the Images Library


l Left pane displays the Images Library directory tree and folder structure l Right pane displays the images list

You can perform the following actions in the Images Library:Left/Directory:

l Add New Node (folder) l Delete Node l Edit Image Library Settings l Edit Permissions

Right/Images List l Always visible

a. Add images b. Sort images by (Title, File Name, Size) c. Search Images Library d. Display more or fewer images (Show)

l Visible when an image is selected a. Edit image b. Edit image properties (Edit image information and assign Tags)

l Under the More drop-down a. Delete image b. View File (Show actual size) c. View pages using this image d. View History / Rollback

If you upload an image that is too large, you will see a small caution icon next to it,

Searching or Filtering the Image LibraryTo search the entire Image Library, click Search at the very top of screen and enter your criteria.See "Search and Search

Filters" for more detail.

The search results display only images from directories in the Images Library that you can access.

You can receive more details on images by filtering nodes by keywords.

To filter a single node/directory: 1. Put a keyword into the Filter node by Keyword box at the top of the images list and press Enter on your keyboard. 2. iAPPS displays a list of images matching your filter.

Sorting Images in a DirectoryYou can select the order by which images in a directory are sorted for display.Sort options include by:

l File name l File title l File size



l Modified by l Modified date

To sort images: 1. Click the name of a directory in the tree to display the images in that directory 2. Use the Sort drop-down menu to choose what criteria you want to sort on.

Content Manager sorts the images according to your sort order selection.

Adding an Image to the Image LibraryTo add an image to the Image Library:

1. Go to the menu node (folder) you want to save in. 2. Click Add New.

An Image / File Upload dialog box appears. 3. Click the Browse button to locate files. A select files dialog box for your computer will appear. 4. Locate and select the image to upload and click the Open button.

The name of the image appears the Image / File Quick Upload dialog. 5. Click the Upload Files button.

An Upload Status dialog appears that will tell you when the file is uploaded successfully (or if it fails). 6. Click Close when the upload completes to close the Status dialog.

The uploaded image appears in the directory.

If you want to upload a new version of the same image or file, you can do so via the Image or File Properties.

See Viewing and Editing Image Properties

Deleting an Image from the Image LibraryTo delete an image:

1. Ensure you are in the Image Library. 2. Navigate to the folder where the image is stored 3. Select an image from the right pane. 4. Under the More Menu, select Delete. 5. A warning dialog box appears, prompting you to confirm that you want to delete image. It will list any pages the

image appears on. 6. Click the Delete Image button. 7. Content Manger permanently removes the image from the Image Library.

Viewing Pages Using an ImageTo view pages using an image:

1. Ensure you are in the Image Library. 2. Navigate to the folder where the image is stored 3. Select an image from the right pane. 4. Under the More Menu, select View Pages Using This Image.

5. A dialog appears displaying either: 6. l No items found or

l A list of the pages that use the selected image.



Previewing an Image in the Image LibraryTo preview an image full size:

1. Ensure you are in the Image Library. 2. Navigate to the folder where the image is stored 3. Select an image from the right pane. 4. Under the More Menu, select View File. 5. A popup will display the image and key details such as Title, Size and Description. 6. Click Cancel to close the dialog. 7. Alternatively, you can choose the Preview icon (magnifying glass) in the lower left corner of an image listing.

Adding Tags to An ImageYou add tags through the Image Properties dialog. Highlight the image you want to tag in the Images Library and choose Image Properties. See Viewing and Editing Image Properties for more details.

You can also add Tags to an image from Site Editor, as long as it is in an image container. Otherwise you will need to tag the entire rich text container that the image in saved in. See "Managing Images in Site Editor"If you would like to see what tags are already attached to an image, click the Tags link at the bottom right of each image list-ing. This will bring up a listing of current tags.

Image History and RollbackIf a picture had been uploaded more than once that history will be reflected in its File History. You can see previous ver-sions of an image file by highlighting in the images list and selecting View History from the More drop-down. A File History modal will appear listing any versions (if applicable) that have been uploaded previously. If you highlight one of the version you will have options to View File (which opens that version of the image) and Rollback to this Version.



Rolling back to a previous version will affect all pages where the image is used. If you are unsure where the image is used, use the View Pages Using This Image feature.

If you want to upload a new version of the same image or file, you can do so via the Image or File Properties.

4.9.1 Viewing and Editing Image PropertiesImage Properties are the basic information associated with an image, include a title, description, tool tip (alt text) and keywords to help in search results. You can also assign Tags to the Images from the Image Properties popup, as well as upload a new version of the file.

To Edit Image Properties,

1. Highlight an image in the Image Library. 2. Click Edit Properties.

3. 4. In the Image information popup, edit Properties as shown in the table and the sample popup above.. 5. Click Save.

Field/Property Description/Action

File Name Name of physical image file. Click Browse to replace the existing image with a new version (See details below).

File Title The ALT-Text that will display if the picture cannot be shown or if a website user has a screen reader. Also aids in SEO.

Description Optional, brief explanation of the content or use of the image. Visible only to iAPPS users.

Tool Tip Alternate Text to display when a user hovers over the image.

Keywords Enter or edit keywords; this will make searching for the image easier.

Tags Check the box next to any Tags you wish to associate with the image.

Image Property



Replace Existing Image File / Upload a New Version

To upload a new version of the image file with the same name, click Browse (next to the File Name field). Navigate to the image file on your computer you want to replace the file with and click Open in the dialog.

The replacement file must have the same name as the one you are replacing

When you upload a new version of file with the same name any old versions will be saved and you can rollback to the pre-vious versions if necessary. See Image Rollback for more details.

4.9.2 Editing an Image While in iAPPS, you can perform basic edits to your images, such as resizing, cropping or rotating the image. You may also want to edit the Image Properties (such as description or alt-text). This is done separately. See Viewing and Editing Image PropertiesContent Manager provides you with the following options for editing an image:

l Crop l Rotate left or right l Flip vertically or horizontally l Resize

You can edit images either from a Site Editor Image container or in the Images Library.

From Site Editor 1. Click the Edit Icon on an image container and select Edit Image. (Note: you will not be able to edit an image that

is within a free text container. Instead go to the Images Library and edit it there.

From the Images Library (Manage Site Assets > Libraries > Images) 1. Highlight an image in the image list in the right pane and click Edit.

An Edit Image dialog appears:



Choose any of the options below to edit your image.

To Rotate or Flip:

a. Rotate or flip the image as desired by selecting the appropriate button.

To Crop:

a. Drag the handles to crop the image and then press Crop Image.

To Resize by an exact width and height:

a. Enter number of pixels in width and height fields.

To Resize in Proportion:

If you wish to have the picture proportions constrained by specified width or height (i.e. changing one size will automatically change the size of the other axis in proportion):

a. Choose either Width or Height in the Constrain drop-down. b. Enter a number of pixels in either Width or Height depending on your drop-down choice. c. The image will resize in proportion.

To cancel changes and keep the Image Editor open:

a. Click Reset Original Image button. Content Manager discards changes and keeps the image open in the editor.

To cancel changes and return to Site Editor or the Images Library:

a. Click Close.

To save changes under the file's existing name:

a. Click Save. a. A dialog appears prompting you to confirm. b. Click OK.

Content Manager overwrites the existing image file to reflect edits and closes the image editor.

To save changes under a new name:

a. Click Save As.A Select Directory dialog box appears.

b. Enter a title for the new image in the text field at the top of the dialog. c. Navigate to and highlight the directory in which to store the image. d. Click Save.

Content Manager saves the edits to a new image file with the specified title in the Images Library and closes the image editor.

Note that if you choose Save As and the image is used on multiple pages, the image will not change on other pages. If you click Save and overwrite the existing image, the image will change on any page where it is used.



4.10 Managing the File LibraryThe File Library helps you store and manage files for use on your site. Files can have multiple formats such as documents (.pdf) or media (.mov, .flv, wmf). Text content for pages and images used on the site are stored in their own libraries, however.Not all users can access or view every folder or node in the library. Often only users with the Content Administrator or Man-ager roles can add a file. Users with the Viewer role can only view the contents of a library.

You cannot edit a file directly in iAPPS. You will need to edit it in its own program and then upload or re-upload the file.

To manage these tasks, ensure you are in the File Library by choosing Manage Site Assets > Libraries > Files and Media or click the Files & Media Button from the Control Center Dashboard.

The File Library displays the following: l Left pane: the File Library directory tree and folder structure l Right pane: the file listing for the node you are in with information on each file:

l File format or association with program that created it. l Name of physical file. l Size of physical file in Kilobytes (KB). l Brief description of the content of the file or its use. l Date file last updated and by whom.

You can perform the following actions in the File Library:Left/Directory:

l Add New Node (folder) l Delete Node l Edit File Library Menu Properties

See "Managing Data Libraries Directories" for more information. Right/File List

l Always visible l Add a file or replace an existing file l Sort or Filter the File Listing Sort files by (Title, File Name, Size,Sequence Number, Modified by, Modified

Date)

4.10 Managing the File Library


l Filter File Library Node by keyword (if you want to search all the files you need to use the main search inter-face at the top of the screen).

l Display more or fewer files (Show) l Visible when a individual file is selected

l Edit file properties and assign Tags to files Under the More drop-down

l Delete a file l View a file l View the history / rollback a file l View pages that use a file

To change the description, alternative text (tool tip) and tags (index terms) associated with a file, choose Edit Prop-erties.

Sorting File Library ListingsYou can select the order by which files are sorted for display. Sort options include by:

l Sequence Number (the numbers on the left of the frame. This is the order files will appear in a list if there is not other sorting criteria. You can reorder the files by dragging and dropping items in the list.

l Title l File Name l Size l Modified Date l Modified By

To sort images: 1. Click the name of a directory in the tree on the left to display the list of files in that directory. 2. Use the Sort drop-down menu to choose what criteria you want to sort on.

Content Manager sorts according to your sort order selection.Adding a File to the File Library

Only users with the Content Administrator or Manager role can add a file. Users with the Viewer role can only view the contents of this library.

To add a file to the Files Library:Click Add New.You will have the option to upload a single file or multiple files.

1. When you choose a single file, the Add New File popup will appear. 2. Enter the following information and click Save to upload the file and save its properties.

Field Action/Description

File Name Click Browse to upload a file from your computer. Navigate to the file you want, select and click Open.

File Title Enter a name for this file in iAPPS.

Description Enter a brief description of the contents of this file or its use.

Tooltip Optionally, enter information about this file to display as a tooltip in the browser (alt text)



Field Action/DescriptionTags Check the box next to the Tags (if any) you want to associate with the file.

When you choose Multiple files, you will see instead the Image / File Quick Upload box. 1. Click Browse. 2. Locate and select the files to upload. You can select multiple files by holding down the Shift key while selecting

them. 3. Click Open. 4. The name of the selected file or files appears in the Upload File dialog. 5. You can clear a file from the list by clicking the red X at the end of its file name or the Clear button to clear all files. 6. When you have selected all the files you want, click Upload File(s).

If you want to change any information or add tags for these files, you will then need to edit the File Properties.

Editing File PropertiesTo edit the properties of a file:

1. In the file listing, highlight the file you want and select Edit Properties. 2. The Edit File Properties popup appears. 3. Edit the file properties as described in the Adding a File section, and adding any Tags you wish. 4. If you wish to upload a new version of the file, 5. Click Save.

Viewing a File To view a file:

1. In the file listing, highlight the file you want and select View File from the More drop-down menu. 2. Content Manager displays the content of the file in a new browser window. 3. Close the window when you finish viewing the file contents.

Viewing File History / Rolling-back 1. To view the history of or rollback a file to a previous version: 2. In the file listing, highlight the file you want and select View File from the More drop-down menu. 3. The History for selected image page appears, displaying the information described :

Version Number

Each time a user saves a file, Content Manager saves a unique copy of the file and assigns it a two part version number that increments as follows:

l First Part increments each day the file is saved l Second Part Increments each time on any given day that the file is saved.

File Size Physical size of file in number of Kilobytes (KB).

Updated Give the Username of the person who updated the file and when.



4. If you want you can choose to View File, which will display the file's content in a new Browser window. 5. To roll back the file to an earlier version, highlight the version you want to rollback to and select Roll Back to This

Version. 6. After viewing file history, click Close to exit.

Viewing Pages Using a FileTo view a list of any pages using a file:

1. In the file listing, highlight the file you want and select View Pages Using this File from the More drop-down menu. 2. A dialog appears displaying either: l A message that no pages use the selected file OR l A list of the pages that use the selected file. 3. Click Close to dismiss the dialog.

Deleting a FileTo delete a file:

1. In the file listing, highlight the file you want and select Delete File from the More drop-down menu. 2. A warning dialog appears, noting whether the file is used on a page or not, and prompting you to confirm deleting the

file and all of its versions. 3. Click Delete File. 4. A file deleted successfully dialog appears. 5. Click OK.

4.11 Managing the Email Templates Library To manage the Email Templates library, you can perform the following tasks:

l Add an Email template l Edit the properties of an Email template l View pages using an Email template l Archive an Email template

Not all users have permission to view or manage templates, only administrators. Templates are managed by developers, however, and most admins will not need to deal with them. To manage Email Templates, select Manage Message Assets > Email Templates.

4.11 Managing the Email Templates Library


The Email Templates page displays the Email Template library directory tree on the left and a list of the contents of the selected directory on the right.The directory contents list displays the following information about Email Templates:

Item DisplaysTitle Title of this Email template.

Description Description of Email template.

File Name Name of template or page part file.

Code-Behind name Name of the relevant code-behind file for the template.

Updated Date/Time Date and Time of last update, and which user uploaded it

Status Status of this template: Active or Archived.

Part Specifies whether this file is a page part used in multiple pages.

Adding/Editing an Email TemplateYou can add a new template file or edit its properties, and re-upload new files (with the same name) to replace existing ones.

To add/upload an email template:

1. Select Manage Message Assets > Email Templates.The Email Templates screen appears.

2. Pick a folder where you want to store the template. By convention this is the Email Template folder in the main Tem-plates directory.



3. In the right pane, choose Add New.

4. The Add Template popup appears.

To edit the properties for the template file:

1. Select Manage Message Assets > Email Templates.The Email Templates screen appears.

2. Highlight the template you want to edit the properties for. 3. Click Edit Properties. 4. The Edit Template Properties popup appears.

5. For both Adding and Editing, edit the template properties as follows:

Item PurposeTitle Name of template in iAPPS

Description Brief explanation of the contents or use of the template

ImageA thumbnail image or icon that will help users recognize and pick the template from the template listing when cre-ating a page. Click Browse to upload. Thumbnails should be 75 pixels by 75 pixels and highlight the main areas of each template so they are easily identifiable within iAPPS.

Template Template file name (.ascx ). Click Browse to upload or re-upload.

Code-Behind Code-behind (.cs) file associated with the template. Click Browse to upload or re-upload.

Email Template Properties



Item PurposePage Part Click checkbox to indicate that the file is a page part: a template used in other templates.

Variant Sites Check this box if you want to limit use of the template to only a master site, rather than any variant sites.

6. Click Save. 7. The new or updated file appears in the library listing.

If your ASCX file calls a code-behind file, that file must be placed on the server, even if it contains no custom code. Otherwise the iAPPS page you create from the ASCX template will be blank. Always include a C# code-behind file for each page template and page part, and upload to the server with your template.

Page Parts are ACSX files that are meant to be used by some parent page; they should not be available for content authors to select as page templates. These are typically the common ACSX files that are used in multiple page tem-plates, but they may also contain custom code that is embedded into an iAPPS page template.

Page element ASCX files, such as the header.ascx and footer.ascx files, should have the Page Part check box checked in their properties display.

Page templates that are meant to be used by authors to create pages should not have the Page Part check box checked.

Downloading an Email Template FileMarketier packages template files in a .zip file for download.To download an email template:

1. From the The Email Templates screen, highlight an email template in the directory list and select Download Files. 2. A browser download file dialog appears. 3. Select the appropriate options to open or save the template .zip file.

Viewing Emails using this TemplateTo view the campaigns that use an Email template:

1. From the The Email Templates screen, right-click on an email template in the directory list and select View Emails using this Template.

2. An “Emails Using Template” dialog appears with information on the template's use. 3. Click Close when you are finished.

Archiving / Making Active an Email TemplateTo archive/ make active a template:

1. Select Manage Message Assets > Email Templates from the main navigation menu.Navigate to and highlight the template name in the template list.

2. Under the More menu, select Archive or Make Active as appropriate.



3. When archiving a template, Marketier displays a dialog showing any emails that use this template and warning you it could cause problems.

Any emails using the template will not send if you archive the template.

4. Click “Archive Template.” 5. Marketier changes the status it displays for the email template in the email template directory list and either:

- Moves an archived file to the archived folder- Removes an activated file from the archived folder.

The template appears in the list with a status of “Archived” or “Active” as appropriate.

4.12 Managing the Content Definitions LibraryA Content Definition is an XML form that enables users to enter content in a specific pre-defined format. They are uploaded by Developers to the libraries and also configured by users in Site Editor when they add the Content Definitions to a page. In the Content Definitions Library, you can perform the following tasks:.

l Add a content definition template l Edit properties of a content definition template l Archive a content definition template.

For all these tasks ensure you are in the Content Definitions Library by selecting Manage Site Assets > For Developers > Content Definitions from the main navigation menus.

The Content Definitions screen displays the following: l On the left: the Library directory tree structure on the left l On the right: A list of content definition files in the selected directory

The listing displays the following information about each file:

Title Name of content definition file in CMS

Description Brief explanation of the contents or use of this content definition

File Names Name of physical .XML file associated with this content definition and any XSLT associated with it.

Upload Data The user who last uploaded or edit the file and the date it was uploaded/edited

Status Active or Archived

4.12 Managing the Content Definitions Library


Active files can be selected for use in a page. Archived content definition files exist in the library but cannot be selected for use in a page.

Adding a Content Definition to the LibraryTo add a content definition template:

1. In the Content Definitions Library, highlight the node in the directory where you want to upload the new Content Definition.

2. Click Add New. 3. The Add New Content Definition modal appears. 4. Enter the following information:

l Title for the File l Description l XML File - The XML file for the CD l XSLT file to style the CD. l Theme (if applicable).

5. For each file, click Browse. 6. In the resulting uploading file dialog, navigate to where you have stored the file on your computer, highlight and click

Open. 7. When you have uploaded both the XML and the XSLT, click Save. 8. The new content definition template appears in the list.

Editing a Content DefinitionTo add a content definition template:

1. In the Content Definitions Library, highlight the Definition you want to edit properties for. 2. The Edit Content Definition modal appears. 3. Edit the following information:

l Title for the File l Description l XML File - The XML file for the CD l XSLT file to style the CD. l Theme (if applicable).

4. If you wan to upload new XML or XSLT, for each file, click Browse. 5. In the resulting uploading file dialog, navigate to where you have stored the file on your computer, highlight and click

Open. 6. When you have uploaded both the XML and the XSLT, click Save. 7. The edited content definition template appears in the list.

The fields for the selected content definition template become editable:

Archiving / Making a Content Definition Active iAPPS does not delete an archived content definition template, but makes it unavailable by moving it to an archived folder.To archive/make active a content definition:

4.12 Managing the Content Definitions Library


1. Highlight the name of a content definition and select Archive or Make Active as appropriate. 2. Content Manager changes the status it displays for the content definition file in the content definition library list. 3. You can filter to display only archived files or active files using the Status drop-down filter.

.

4.13 Managing AttributesAttributes allow you to have flexible categories of items that can be filled in with attributes from your database in order to personalize your email campaigns and iAPPS Pages.

l Attributes for iAPPS Marketier are focused on contact properties, while in Content Manager they focus on pages and menus and in Commerce, products.

l You will need to be a Marketier Admin to have permissions to add or edit Contact Attributes within Marketier. l There are a number of types of attributes, such as text, numbers or URLs.

To manage attributes for Marketier, go to Email Assets > Manage Attributes. The Manage Attributes screen lists Attribute Groups on the left and related Attributes on the right.

4.13.1 Working with Attribute GroupsAttribute Groups help you categorize your attributes. When you highlight a group name in the left pane in the Manage Attributes screen, any associated attributes for that group will appear in the list in the right pane.

Adding an Attribute GroupTo change the name of an Attribute Group:

1. On the left side of the Manage Attributes screen (Administration > Manage Attributes), click the Plus icon

(Add).

4.13 Managing Attributes


2. Type in the new name you want for the Attribute group in the name field in the popup, and click Save.

Changing an Attribute Group NameTo change the name of an Attribute Group:

1. On the left side of the Manage Attributes screen (Administration > Manage Attributes), highlight the Attribute Group you wish to change, and click the Edit (Pencil) icon.

2. Type in the new name you want for the Attribute group in the name field in the popup, and click Save.

Deleting an Attribute GroupTo delete an Attribute Group:

1. On the left side of the Manage Attributes screen (Administration > Manage Attributes), highlight the Attribute Group you wish to delete, and click the Delete (trash can) icon.

When you delete an Attribute Group, it will also delete all attributes in the group.

2. You will receive a confirmation popup, asking if you are sure you want to delete. Click OK or Cancel as needed.

4.13.2 Creating and Managing AttributesOnce you've added the Attribute groups you need, you can add and manage the Attributes themselves. First you will create the attributes and then add them to categories to allow them to function in other parts of iAPPS.

Adding / Editing Attribute Details 1. In the Manage Attributes screen, navigate to the Attribute Group (folder) where you want to put the new attribute. 2. Select Add New. 3. The Add New Attibute popup will appear.



4. Add a Title (name) and Description for your new Attribute. To aid other users, you should pick a title that is descript-ive and fairly short. For most attributes this should be easy, such as Zip Code, Home Phone, or Last Name.

5. Pick a Type of Attribute. Depending on the type of attribute, you will either be prompted to add minimum and max-imum values or to add values on the Values tab that will appear as needed. Attribute Type options include:

l String (of text and numbers) l Use Values Tab to add properties and options and allow users to select Multiple Values.

l Integer (whole numbers) l Minimum Value l Maximum Value

l Decimal l Minimum Value l Maximum Value

l Boolean l Use Values Tab to add properties and options and allow users to select Multiple Values.

l Date l Minimum Value (Earliest Date) l Maximum Value (Latest Date)

l HTML l Use Values Tab to add properties and options and allow users to select Multiple Values.

l File Upload l Use Values Tab to add properties and options and allow users to select Multiple Values.

l Page Library l Use Values Tab to add properties and options and allow users to select Multiple Values.

l Content Library l Use Values Tab to add properties and options and allow users to select Multiple Values.

l Asset Library File l Use Values Tab to add properties and options and allow users to select Multiple Values.



l Image Library l Use Values Tab to add properties and options and allow users to select Multiple Values.

6. You can have iAPPS validate user entries on some types of options. Current validation options include: l US/Canadian Phone numbers l URL l Email Address l US Zip Code l US Social Security Number

7. The Code field will used by developers to connect iAPPS Attributes to export or import their information to third-party programs.

Using the Attribute Values Tab 1. To add Values to your Attribute, click Save. If Attribute Type is string, boolean, HTML, or a library option, a new Val-

ues tab will appear. Click on the tab and add your information to the relevant fields. 2. If you want users to be able to define multiple values than check the box. 3. In the Value (required) field, type in the sting value that you would like and click Add. 4. Your value will appear in the list below. 5. Repeat these steps until you have added all the values you need.

6. Click Save to return to the Details tab or Save and Close to return to the main Manage Attributes screen Once you have created your basic Attributes, you will need to tie them to other parts of iAPPS database using Attribute Cat-egories.

Attribute CategoriesAttribute Categories make your attributes available to use in iAPPS, for purposes such as a Merge Field in an email, or as an option in a Contact Form, etc.



1. To reach Attribute Categories first go to Manage Attributes (Email Assets > Manage Attributes) 2. Click Attribute Categories in the upper right of the screen. The Attribute Categories screen will appear, showing

current Marketier Contact Attributes.

3. To assign a Category, click Assign Attributes in the upper right. The Add List Items popup will appear showing your current attribute groups on the left.

4. To assign an attribute and make it visible, click on the group with the attributes you want. Either check Use All or place a check next to each attribute you want. As you check the attributes will appear in the right most column.

5. Click Save. Your attributes will now be available for use.

Using Attributes

You will see which attributes were created in which product by looking at the prefix:



l Contact: Marketier l Site: Content Manager l Product: Commerce

While you are editing an email, you can use the contact attributes you created as merge fields. They will also appear as options for the Dynamic Contact Information, You can also use them to create Lead Forms in iAPPS Content Manager and capture leads for Marketier. If you choose Lead Generation, when you create the form, your Marketier Contact Attributes will appear by default in the Form Lead Cap-ture interface. See Lead Collection



5 - Marketier Administrative TasksThis section contains step-by-step instructions on how to manage Marketier users and groups, workflows, subscriptions and other administrative tasks. You must be an iAPPS site or an installation administrator to perform these tasks.

5.1 Managing Marketier GroupsYou use Marketier Groups to manage users by assigning group permissions or workflows. You can complete the following tasks:

l Add a new Marketier group l Modify or delete a Marketier group l View and edit Marketier group permissions.

To manage groups, select Administration > Marketier Groups.

Marketier Groups displays the Group Name and Status. You can always add a group by clicking on Add New.Highlight a group name for other options, including:

l Edit Group l Deactive/Delete Group l View/Edit Permissions

Adding / Edtiing a New Marketier GroupTo add a new Marketier group:

1. From Marketier Groups (Administration > Marketier Groups), click Add New.To modify a Marketier group:

1. From Marketier Groups (Administration > Marketier Groups), highlight the group you want to edit and select Edit Group.

2. The Add/Edit Marketier Group screen appears.

5.1 ManagingMarketier Groups


3. Enter or edit a Group Name and Description. 4. Add or remove Members to this group in the Group Members section of the page as follows:

a. Choose either Users or Groups from the drop-down menu to add either users or other groups to this new group.

b. Click on a user or group name in the appropriate list and click the right-facing arrow to add to the “Selected Users/Groups” list.

c. Optionally, to remove a user or group from the “Selected Users/Groups” list, click on a user or group name in the “Selected Users/Groups” list and click the left-facing arrow.

5. Click either Save or Save & Edit Permissions in the top right. 6. The new group appears in Marketier Groups or you will be taken to the Manage Permissions screen, respect-

ively.

Viewing / Editing Marketier Group PermissionsMarketier permissions specify what content in the Data libraries – Files, Images, Content Items - a Marketier group has access to and what level of access members of that group have to that content. Access levels include:

Permission Access Level DescriptionViewer Users can view and use data only, but cannot edit, delete or move it.

Manager Users can view, edit, delete or move this data.

Master Import Users can import data from the Master site.

You can view permissions to see what data a Marketier group has access to, or by target type, to see what groups have access to any given piece of data stored in each of the Data library directories.To View or Edit Permissions for a Marketier Group:

1. Select the group name from the list in Marketier Groups and choose Edit Permissions. 2. The Permissions screen will default to display the File Library. You can switch to assign permissions for the Con-

tent Items or Files by selecting from the Select Library drop-down menu on the upper left of the screen.

5.1 ManagingMarketier Groups


3. Check the box next to the type of permissions you want your group to have on each library folder. 4. You can automatically propagate the selected permissions to all levels below a menu node by checking that box.

Otherwise you can chose individual nodes by clicking the arrow next to the node to reveal the menu items under-neath it. To clear existing permission, uncheck the boxes or check Clear All.

5. Repeat for each Library. 6. When you are finished editing permissions, click Save. 7. You will receive a confirmation notice that your changes were successful.

Deleting / Deactivating a Marketier GroupDeleting a group removes it entirely from Marketier, while deactivating a group leaves the group in Marketier, but suspends the permissions allocated to members of that group.Deactivating a group means its members can longer use the permissions or workflows assigned to that group.

If a group is involved in any step in the workflow, you must reassign the workflow responsibilities and permissions to a Content Administrator prior to deleting or deactivating the group.

To deactivate or delete a Marketier group: 1. From Marketier Groups (Administration > Marketier Groups), highlight the group name and select Delete or

Deactivate as desired. 2. A deleted group will be deleted. Any group permissions allocated to the members are no longer valid. 3. A deactivated Group will no longer display in the Marketier Groups list unless you choose All or Deactivated from

the Group Status drop-down. Any permissions allocated to the members of a Deactivated group by their mem-bership in this group are suspended. Make sure you have reallocated workflow responsibilities.

To reactivate a group: 1. Highlight the group name and select Activate.

5.2 Managing Marketier UsersThis sections provides step-by-step instructions on how to manage Marketier users and complete tasks such as:

l Adding a new Marketier User l Modifying an existing Marketier User l Deleting Users l Viewing/Editing Marketier User permissions

To manage users, select Administration > Marketier Users from the main navigation menu at the top of your page. The Market Users screen appears.

5.2 ManagingMarketier Users


5.2.1 Adding a New Marketier User

Only users with the Installation Administrator or Site Administrator roles can add a new Marketier user.

Adding a user to Marketier includes entering basic information about that user and assigning them permissions for Mar-ketier functionality. You assign permissions to a user by assigning a user to a user role group or to a Marketier Group; then the user inherits all permissions to Marketier functionality of that role or group. Marketier comes with user groups associated with the user roles represented by the tabs that display on the “Modify / Delete Marketier User page.” To assign a Marketier user to one or more of those roles, assign them to the associated user group.See Marketier User Roles and Permissions

To add a new Marketier user: 1. From Marketier Users (Administration > Marketier Users), click Add User. 2. The Add/Edit User screen appears. 3. If you are adding a user for the first time, click the radio button for Active Directory or IAPPS. Many iAPPS install-

ations have integrated Active Directory for a single sign on for multiple systems. If Active Directory selected as User Type, click the arrow in the pick-list to select. This option will not be present when you are editing an existing user or if you do not have Active Directory validation.

4. Fill in or edit user information including: o First Name o Last name o User Name o Password o Email

5. Chose whether the User should receive email notifications that go to administrators and choose an expiration date if wished.

Specify this user’s role-based permissions in the User Site Access area: 1. In the first column (Sites), click on the name of a site (variant or multi-site) for which this user can create emails.



Note: Marketier comes with default user groups associated with the default user roles represented by the tabs on the Modify / Delete Marketier User tab. To assign users to one of these roles, select the associated user group.

2. In the second column (Groups), click to select a single group, or Ctrl-Click to select multiple groups, in the “Group(s)” column box whose permissions you want to assign to this user.

3. Click the Right-facing arrow between the columns to Add Permissions. 4. The group will appear in the“Current Site(s) Access” list for this user. 5. Optionally, to remove permissions from the “Current Site(s)” column, click on a group name in the “Group(s)” list and

click the left-facing arrow. 6. Click Save. 7. You will need to repeat the steps for each site that a Marketier User will manage.

You can also add specific Library permissions. In the Marketier Users grid listing, highlight the user and select View/Edit Permissions. See below for details.

Modify an Existing Marketier UserTo modify an existing Marketier user:

1. Select Administration > Marketier Users. The Market Users screen appears. 2. To locate a Marketier user:

Search List By Role

Enter a Marketier user name in the “Type here to filter results” field.

The “Select a User” list displays Marketier users matching the specified fil-ter criteria.

Choose a role from the drop-down list next to the fil-ter box.

3. Update the user information or permissions as described above. 4. Click Save.

Deactivating / Deleting an Existing Marketier UserDeactivated Marketier users appear in the “Select a User” list with no information displayed in the “Group Name” and “Cur-rent Permissions” column.To deactivate / activate a Marketier user:

2. Locate a user in the Marketier Users listing. 3. Right-click on the name of a user with information displayed in the “Group Name” and “Current Permissions”

columns and select Deactivate User or Activate User as appropriate. 4. A dialog box appears prompting you to confirm that you want to deactivate/activate this user: 5. Click OK.

To delete an existing Marketier user instead: 1. Locate the user, right click on their name and select Delete User: 2. A dialog appears, prompting you to confirm deleting this user: 3. Click OK.

The user no longer has access to Marketier.Viewing/Editing Marketier Library PermissionsMarketier permissions specify what content in the Data libraries – Files, Images, Content Items - a Marketier user has access to.

Library Permissions are separate from standard role-based permissions.

Access levels include:



Permission Access Level DescriptionViewer Users can view and use data only, but cannot edit, delete or move it.

Manager Users can view, edit, delete or move this data.

Master Import Users can import data from the Master site.

To View or Edit Library Access Permissions for a Marketier User: 1. Select the user, right-click and choose View/Edit Permissions. 2. The Permissions screen will default to display the File Library structure. You can switch to assign permissions for

the Content Items or Files by selecting from the Select Target drop-down menu on the upper left of the screen.

3. Check the box next to the type of permissions you want your user to have on each library folder. 4. You can automatically propagate the selected permissions to all levels below a menu node by checking the box next

to the node. Otherwise you can chose individual nodes by clicking the arrow next to the node to reveal the menu items underneath it.

5. Repeat for each Library. 6. When you are finished editing permissions, click Save. 7. You will receive a confirmation notice that your changes were successful.

5.2.2 Marketier User Roles and PermissionsUser roles and their corresponding permissions determine what content management, site management, or user man-agement tasks you can perform in iAPPS Marketier. User roles allow you to provide individuals in your organization varying levels of access to Marketier functionality. This is useful for creating Workflows where a number of users may have specific roles in the management of your iAPPS install-ation or email programs.The table below provides an overview of the different user roles and the tasks each role has permissions to perform. A user might have one, several, or all of the user roles and permissions shown in the table.

User Group PermissionsMarketier Admin All iAPPS Marketier functionality except Site Administrator functions

Library Admin Managie all libraries except email templates.

Site Admin-istrator Manage links, workflows, users and user groups, Salesforce.com settings.

Installation Administrator Manage users and site settings

Global Cam-paign Approver

Add campaigns, editing campaigns they created, assessing campaign effectiveness, managing contacts and distribution lists.

Marketier Basic User Roles



User Group PermissionsGlobal Pub-lisher

Marketer All iAPPS Marketier email and response campaign functionality but not Administrative functionality such as managing users or workflows. They can only edit campaigns that they have created.

The following tables show which user roles have permission to perform various tasks.

Tasks/User Role Marketier Admin Admin Approver Publisher Marketer Library AdminAdd group P P P P P

Edit group P P P P P

Add email P P P P P

Copy to new P P P P P

Edit email P P * * *

Save as Draft P P P P P

View email results P P P P P

View Watched Events P P P P P

Edit landing pages P

Submit into Workflow P P P P P

Publish P P

Search Contacts P P P P P

Import contacts P P P P P

Distribution lists P P P P P

Content Items P P P P P P

Images P P P P P P

Files P P P P P P

Email Templates P P

Content Definition P P P P P P

Email Permissions

* Only for emails that this user created.

Tasks/User Role Marketier Admin Site Admin Install AdminManaged Links P P

Workflows P P

Change Password P P P

Developer Configurations P P P

Add Users P P

Modify Users P P P

Add Groups P

Modify Groups P P

Administrator Permissions



5.3 Managing Marketier WorkflowsThis section contains step-by-step instructions on how to manage workflows for your Marketier email campaigns. The workflows for Marketier work just like they do for iAPPS Content Manager, if you are already familiar with that process. In managing workflows, you perform the following tasks:

l Create a new workflow l View a workflow l Edit a workflow l Rename a workflow l Delete a workflow

To begin, select Administration > Workflows. The Workflows screen appears:

It shows existing workflows, and whether the workflow is global or menu/page based. You can filter the display to show only Global or menu-based workflows (emails in a specific folder, for example). When you highlight a workflow, you will be able to View, Edit or Delete the chosen workflow, as well as view any pages/e-mails currently in the workflow.Also you will be able to Add New Workflows or Assign Workflows at any time by choosing one of those buttons.

It is a best practice to create a workflow using Groups and then assign individual users to the Groups. That way, if a user is out of the office or leaves, other users in the group can complete the workflow responsibilities. Also, you can easily add or delete individual users without remaking the entire workflow. Note: If a user is deleted or deactivated, make sure their workflow responsibilities are assigned to other users, especially if they are the only user in a group. See the iAPPS User Scenario Guide for more information.

5.3.1 Creating a New WorkflowYou can create a new workflow from:

l Scratch l Using an existing workflow as a base.

To create a new workflow:

5.3 ManagingMarketier Workflows


1. In Workflows (Administration > Workflows), click Create New to bring up the Add/Edit Workflow screen. 2. Give the workflow a name.

3. Select a Radio button to either: l Build from Scratch l Use an existing workflow as a base. (Select which one from the drop-down list). When you Edit a workflow,

this choice will no longer appear. 4. Chose your options for sharing the workflow.

l Making the workflow Globally available means it can be assigned to any email or page (but will not be auto-matically used). This is generally a good idea.

l Sharing the workflow with variant sites means the workflow can be assigned from within a variant site and by its iAPPS users. If your variant sites don't have the same iAPPS users as your master/main site, then this will not be that helpful.

5. Optionally, to specify that the workflow is not held up by one user, you can click the “Skip user after” check box and enter the number of days in the “days” field.

6. Next you will build the workflow sequence.



7. Add or delete users to and from the sequence. a. Choose a role from the drop-down List, These include Author, Approver, and Publisher. b. iAPPS displays appropriate users or groups for this step. For example, if a user has only author permissions,

they will only appear when you have filtered for the Author role. c. Click on a user\group name in the User/Group Name list and click the right-facing arrow to add the user to

the workflow sequence. 8. Re-order the sequence if desired. To move a user\group up or down in the Workflow Sequence, highlight the name

and then click the up or down arrows (on the right side of the column) as appropriate. 9. If you wish to remove a user or group, click on their name in the Workflow Sequence column and click the left-

facing arrow to remove them from the sequence. 10. Click Save.

5.3.2 Working with Existing WorkflowsWhen you highlight existing workflows, you will see a list of additional options.

To edit a workflow:Select the workflow from the list in the Workflows screen, and click Edit.

Edit the workflow sequence as described above in Creating a Workflow.if you would like to rename the workflow, change the TitleWhen you have finished with your changes, click Save.

Deleting a Workflow



Make sure that all permissions for a workflow are transferred before deleting it.

1. Select the workflow from the list in the Workflows screen. 2. Click Delete. 3. Click OK in the resulting confirmation dialog box. 4. The deleted workflow no longer appears in the list.

5.4 Managing LinksYou can create and manage links to external sources to use in your emails and responses.

Note: Managed links are no longer necessary because iAPPS automatically manages links. These instructions remain for users with existing campaigns that still use this feature.

Managing links includes: l Adding link groups l Editing link groups l Adding links l Editing links

Access the Manage Links container by selecting Administration > Links.

The Manage Links container displays the following: l LinkGroup: Existing Link Groups l Attributes: Links contained within the selected link group

Adding and Editing Link Groups To add a link group:

1. Click Add Group or Edit as desired. 2. In the resulting popup, add or edit the name. 3. Click Save.

The new group name appears in the LinkGroup list.Adding Links to a GroupTo add a link:

5.4 Managing Links


1. Select a group name on the left. 2. Click Add New Link. 3. A Link popup appears.

4. Add a Name and URL of the external source link. 5. Optionally, to add parameters for this link, add them and click Add Parameter.

5.4 Managing Links


A “Links Parameters” dialog appears.

6. 7. To specify a parameter:, fill in the Parameter Name and click the arrow in the “Parameter Value” field to select a

merge field to specify a value for this parameter. 8. Optionally, to specify another parameter, click “Add Parameter” and repeat step 5. 9. Click Save. 10. A new link appears in the “Group Links” list.

Editing LinksTo edit a link:

1. Click a link in the list and select Edit or Edit Parameters. 2. Edit as above for Adding links.

5.4 Managing Links


Marketier Frequently Asked QuestionsBelow is a list of frequently asked questions about Marketier. For your convenience, questions are separated into four main categoriesSee Questions on Contacts and Contact ListsSee Questions on Email and ResponsesSee Questions on Spam issuesSee Questions on Subscribe/Unsubscribe

6.1 Questions on Contacts and Contact Lists

Can I add Contacts automatically from my site?Yes. Contacts who complete a form or sign up for a newsletter can be automatically transferred into the iAPPS Contacts Database. To do this, make sure that any forms you create in Content Manager are set up to automatically upload form con-tacts. To do this, choose Content Manager > Manage Site Assets > Forms. You can either use a Marketier lead form or a regular iAPPS form, but will need to select the "Add Submitter as Contact” option in the Form Properties while adding or editing the Form. From then on,users who fill out the form will automatically appear in Marketier. In addition, if you have login functionality on your site, any users with log-in information from Content Manager or Commerce will also be available to you. Once form information is loaded, you can then search for contacts from within Marketier as normal.

How do I upload an email list? Contacts from products within the iAPPS suite are automatically be available to you, but contacts from other sources, such as Salesforce or any other database can be easily uploaded using a comma separated value (CSV) file. See Import-ing Contacts for more step-by-step instructions on how to upload the file.

What happens to contact record properties of existing contacts if I import a list that has new data? New data associated with an existing email address will overwrite existing data in the database when you import new con-tacts if you have the “Overwrite existing contact properties” box checked in the Select Data Source step of the Import Contacts Wizard.

IMPORTANT! Once you have overwritten data you CANNOT ROLLBACK to the previous state of the database. Make sure you really want to overwrite data and always make a backup of your Marketier database by exporting it to a CSV or Excel file before you import any new contacts.

6.1 Questions on Contacts and Contact Lists


As long as the email address of a contact is the same, their unsubscribe preferences remain, even if all their other information is overwritten. If they change their email address,however, they will have to unsubscribe again.

How many contacts can I upload at a time? Is there a limit to the number of contacts I can store in Marketier?There is no official limit to contact numbers enforced within iAPPS, and the system has been tested with more than 1 mil-lion contacts with 4 profile properties each. However, there are some practical performance limits to importing and main-taining large numbers of contacts. If you store information for more than four million points of reference (the number of contacts multiplied by the number of properties, so 500,000 contacts with 8 properties each or 1 million with 4 properties, etc.), you may start to see some performance slowdowns. If you have more contacts than this, talk to your Bridgeline rep-resentative about enterprise options for your database.

6.2 Questions on Email and ResponsesBelow are some common questions on email campaigns.

How do I send a test e-mail campaign?Sending test email is part of the email builder. See Sending Test Email for step-by-step instructions. Note: the default limit for sending a test email is 50 users. An Installation Administrator can change this number in the site settings, however.

How do I get a list of who opened or engaged with my e-mail? You can see basic statistics on how many users received and opened your email through the View Email Results screen (Campaigns > Manage Emails). Highlight the email you want, then select Actions > View Email Results. For any particular run of the email, you can also see an overlay screen with percentages. You can also export a list of recipients and their actions to a CSV file.See Assessing Emails

I want to setup a schedule of triggered e-mails based on a user filling out a form on my site. How can I do that? You can set up an AutoResponder. In the Modify Triggers step select Complete Form as the trigger for your response campaign. Note that if you want to set up a series of events, you will need to set up separate responses. See Managing AutoRespondersfor step-by-step instructions.

6.3 Questions on Subscribe/Unsubscribe

Are "unsubscribes" for a single campaign or all campaigns?

6.2 Questions on Email and Responses


It depends on the options given on your unsubscribe page. Install Administrators can change the option for the basic sub-scribe to be a single campaign or all campaigns through the Opt-out of All Campaigns Site Setting.You can also have a developer create a custom unsubscribe page. The most common reason for this is to allow users to manage their participation on lists.

How do I manually unsubscribe someone?To manually unsubscribe a user, go to Contacts > Manage Contacts and search for the user. Highlight the user in ques-tion and select Actions > Unsubscribe.

If I manually unsubscribe someone and re-import a list, will they stay unsubscribed? Yes. The email address associated with the unsubscribed user will remain unsubscribed when you reimport a list, even with different information in other fields. However, if a user then uses a different email address, they would need to be unsubscribed again. Also, if they change their mind, you can re-subscribe someone manually. Go to Contacts > Manage subscriptions.

6.4 Questions on Spam issues

What is CAN-SPAM and what does it require?The FTC has strict rules regarding commercial email and what qualifies as spam. The CAN-SPAM Act established require-ments for commercial messages, such as giving recipients the right to have you stop emailing them and providing unsub-scribe link, and it spells out tough penalties and fines for violations. Marketier can help you comply with the rules of CAN-SPAM, starting with checking your email for the likelihood of getting caught and ensuring that you provide an unsubscribe link. You can find a full list of the requirements of the CAN-SPAM Act on the FTC website at http://busi-ness.ftc.gov/documents/bus61-can-spam-act-compliance-guide-business.See below for more information on

l How iAPPS Market helps you with CAN-SPAM requirements. l What you can do to help assure your emails are delivered and not captured by spam filters

How can I avoid spam filters and improve deliverability of my email campaigns in general?Every spam filter has its own criteria to identify spam through a “spam score.” Individual users can also change their own security levels, which means there is no one easy way to detect exactly which messages might be labeled spam. However, understanding how spam filters identify spam can help you to create the least “spammy” messages.It’s estimated that 10 – 20% of all emails get lost in cyberspace. Monitoring your open rates will help you gauge when a mailing trended towards spam. The list below is not exhaustive, but has some guidelines to help you avoid getting caught in spam filters.

Address Fields

How you use the addresses fields affects your spam score. Avoid these mistakes. For more information, see also http://www.filterbuster.com/avoiding_spam_filters.html.

l Sending an email many times with a string of numeric digits in the Sending From: address in the email header - either starting or ending in a numeric string, or containing both alpha and numerics.

l Sent To: uses <undisclosed-recipients>. l Sent To: has a missing address. l Sent To: a single mailing list address, instead of sending individual mailings to each recipient. l The Reply-To: header is blank or missing. l The From: and To: headers have the same address. l Excessive amount of CC: and/or BCC: headers





http://www.filterbuster.com/avoiding_spam_filters.html

l To: or CC: headers contain many user names that are the same.

Subject Line

We often think about the subject line in terms of the best copy to catch our audiences’ eyes and improve open rates. But if your email is caught by a spam filter your chances of having your audience open the email significantly dwindles. Avoid

l Use of special characters including exclamation marks and question marks l CAPS l Unusual S P A C I N G or use of P.E.R.I.O.D.S. l No subject line l Colorful fonts l Use of spam words or phrases such as “Viagra,” “Test,” “Teen,” “Free,” “Be Amazed,” or “Buy now!”

Body of the Email

Once your use of addresses and subject lines get through the spam filter, there is another piece of the email to be aware of, the body of the email. Things to avoid here include:

l Sloppy HTML, usually copied from MS Word or other word processing program. To avoid this, you can paste in text and strip out formatting in the Email Text Editor.

l One solid image without copy. Spam filters cannot read text on an image and may interpret this as trying to sneak content through.

l Use of Red text or CAPS is like yelling a message. Spam filters don’t like this. l Any form of “remove” or removal instructions other than an unsubscribe link. l Forms in the email instead of a link to a form on your website.



iAPPS Analyzer


1 - Introduction to iAPPS AnalyzeriAPPS Analyzer provides detailed analysis of your iAPPS website performance data, allowing you to review reports on traffic, visitors and page performance. However, it also takes web analytics beyond the delivery of static data points and puts the power to drive successful digital marketing campaigns into your hands.Analyzers Smart Recommendations engine identifies actionable opportunities to optimize site content and reach your digital campaign goals, all while give you more accountability and control. There are a number of core reports on visitor and pages, but that's only the beginning.With Analyzer you can set up Campaigns with measurable goals, easily integrating them with iAPPS Marketier for seam-less email marketing.

l Goals can include downloads, products sold, email opens, new customers or dozens of other possibilities by linking them to Watched Events, PPC campaigns and Marketier emails.

l Watched Events allow you to track links, products or other website user actions. l You can also set up and control Audience Segments that personalize content for users on the website.

Analyzer’s seamless integration with the other products in the iAPPS suite allow you to create and track goal-driven mar-keting efforts.


2.1 Introduction to Goal-Driven MarketingAnalyzer is designed to allow you to manage your website data and analytics to empower goal-driven marketing, both on and offline. This section provides an overview of goal-driven marketing and how to aggregate multichannel marketing cam-paigns to drive measurable goals.Goal-driven marketing involves setting specific goals for an overall campaign and deploying a web experience man-agement (WEM) strategy that exploits various marketing channels to achieve those goals. Goals can be measured against benchmarks that make sense to your company or organization. Effective goal-driven marketing leverages accurate, rel-evant web analytics to enable real-time adjustment to each marketing channel in order to reach and exceed your marketing goals.

Suppose you may want to increase attendance at your next company seminar. You can then use Analyzer to create a goal to increase the number of registrants. With iAPPS, you can then associate that goal with a series of media channels, benchmark every channel by setting thresholds, and continuously update your content in response to campaign performance. With iAPPS Analyzer’s reports, you receive updates on how each part of your campaign is performing and whether you are on track to meet your goals. With iAPPS Analyzer’s Smart Recommendations Engine, you receive suggestions on how to update the various parts of your campaign. iAPPS Analyzer assesses the severity of the issue and the level of effort required to make a meaningful change, then provides an actionable suggestion on what to do to fix the issue.

Your WEM strategy will exploit various marketing channels. These channels may include: l Email Campaigns l Banner Ads l Pay-per-click (PPC) keyword search ad l Social Media Presence

Different channels provide different advantages in terms of cost and conversion rate. With iAPPS Analyzer’s campaign functionality, you can run multiple campaigns, all with their own goals and all leveraging different channel mixes. In the most common case, a goal will have multiple campaigns associated with it. However, you can also leverage campaigns across your overall marketing strategy by associating them with multiple goals.

To meet your goal of increasing attendance at your next company seminar, you may create an email campaign to target likely registrants at previous company seminars, a LinkedIn campaign to target professionals working in the seminar area, and a pay-per-click (PPC) ad keyword campaign with a search engine. Once you have created all these campaigns, you can asso-ciate them with your main goal: increasing seminar attendance.

Analysis and Recommendations

Once you have created a goal and associated campaigns, you can use iAPPS Analyzer’s analysis tools to see how your goals and campaigns are performing. When you create a goal, you designate benchmark parameters, called thresholds. For example, you may want to measure the number of registered participants for your next company seminar at regular intervals. iAPPS Analyzer shows you how your goal, increasing seminar attendance, is performing against each threshold.The Smart Recommendations Engine analyzes how your content is performing against your goal thresholds and recom-mends content changes based upon:

l How severe the content deficiency is, and l How hard it is to fix

Analyzer leverages your site data to suggest ways to tweak channel activities and optimize overall campaigns.

2.1 Introduction to Goal-Driven Marketing


In addition, you can also track the status of each campaign. For example, your PPC campaign might be generating site traffic, but have a low conversion rate. Analyzer’s Smart Recommendations Engine analyzes the low conversion rate and suggests actions (for example, there might be too many questions or fields on the registration form and visitors are unable to complete the transaction).With Analyzer’s integration within the entire iAPPS Suite, taking immediate action with smart recommendations—whether it be replacing or adjusting page content (in iAPPS Content Manager), re-working and sending a follow up email (in iAPPS Marketier), or re-evaluating an item’s associated coupon, pricing, or description (in iAPPS Commerce)—is a simple matter of clicking from the iAPPS dashboard into the affected content and implementing the fix.

2.2 iAPPS Analyzer and Analytics TerminologyMany of these terms are quite common in the world of web analytics and web marketing, but it is helpful to define them here to help understand how iAPPS Analyzer works.

Term DefinitionATOP Average Time on Page. This is how long users spend looking at the content on an individual page.

ATOS Average Time on Site. The average length of a user’s entire web visit.

Audience Segments

Audience Segments (available from the Analyzer Administration menu button) are filters to narrow the focus of Analyzer’s reports. Your iAPPS Administrator defines Audience Segments for each installation. Audience Seg-ment criteria include browser type, operating system, visitors’ geographic, or whether a visitor is a new or a repeat visitor.

Bounce Rate

A bounce rate is the number of visitors who come to a site and then leave without viewing another page. This is also called the rate of single-page visits. The bounce rate is the ratio of the total number of visitors viewing only one page to the total number of visitors for a given time period. A website with a decreasing bounce rate is keep-ing more of its visitors on the site.

Click-Through Rate

Many pages are built to be viewed in a sequence. A CTR is the percentage of total users that proceeded from one step in a sequence to the next. CTRs are often used as analytical measurements for online shopping, e.g., the buyer proceeds through a series of steps from adding products to a shopping cart and eventual checkout).

Content

Content is anything the site user will see on your website or in your marketing campaigns.Generally your content should be desirable and useful so that more users will be attracted to your site and stay longer. Within iAPPS, iAPPS Content Manager creates website content, including images, flash and other multimedia, links to files (PDF or Word documents) and all types of text. iAPPS Marketier can create email campaigns. Items for sale are managed through iAPPS Commerce.

Conversion rate

A conversion occurs when a visitor to a webpage completes the goal of that web page, which might be down-loading a certain PDF, completing a registration form, or perhaps purchasing a product. The conversion rate is the ratio of the number of goals achieved to the total number of visitors in a given time period.

Direct Entry Page

A direct entry page is a request for a domain page that does not originate from a search engine or another web-site site. The request can originate when a visitor types the URL into a browser, uses a bookmark, or clicks on a link in an email. See Entry Page and Referring Site.

Entry Page

An entry page (also known as a landing page) is the first page in a site that a visitor reaches. It will typically be a home page but can also be directed by a search engine, a user bookmark, or campaign to specific parts of your website.

Understanding which pages on a website are the most popular entry pages can reveal how search engines are assisting users to find your site or how your campaigns are driving visitor traffic. See Referring Site.

Exit Page

An exit page is the last page in a user’s domain visit. Every visit needs to come to an end. However, under-standing where this occurs can be important to understanding usage patterns on your site. For example, if your site has three web pages that when viewed in sequence meet the objective of the content but page 2 has a much higher exit rate than page 1, then it is a good idea to review the content on page 2.

Web-Analytic and Marketing Terms

2.2 iAPPS Analyzer and Analytics Terminology


Term Definition

KeywordA keyword in iAPPS Analyzer refers to the word—or words—typed into a search engine by a potential site visitor carrying out a search. These are not usually a single word, but rather multiple words or a phrase, known as a "long-tailed" keyword. An example might be "dentist near Long Beach."

Organic

In web analytic terms, organic results are unpaid traffic to your site. Organic results show up naturally in a search engine results list because they are the most relevant, rather than through paid advertising. Good SEO and con-tent helps improve organic results. Many of your Analyzer traffic reports let you filter by paid and unpaid traffic, so you can see the different sources leading to your site.

OverlayOverlays represent the percentage of clicks on each link in a given webpage. iAPPS Overlay Mode provides the ability to view a facsimile of a webpage with its analytical data embossed on top. This is also called a "heat map” and tells you what links on your page are the most attractive to visitors.

PageRank PageRank is the link-analysis algorithm used by the Google search engine. Other search engines have different algorithms for ranking pages in response to a search query. See Search Engine Optimization.

Pageview A Pageview is defined in iAPPS Analyzer as viewing everything associated with a single URL and occurs when all the files affiliated with a URL are loaded into the client’s browser.

Referring Site

The referring site is the web address, or uniform resource locator (URL), of the previous webpage from which a link to your website was followed. These are sometimes known as referring pages.

Search Engine Optimization (SEO)

SEO is the manual or automated process of improving the volume and quality of traffic to a website from search engines. SEO considers how various search engine algorithms work and incorporates changes to the site's con-tent, coding, and layout in order to improve the site's ranking and ROI. SEO activities include researching keywords, creating targeted content, building links, and making sure your content is visible to search engine indexing.

Search Refer-rer The search engine that orginates a request for a page.

Tags

Tags, formerly Index terms, are tagging that you can use programmatically to aggregate web pages or filter lists. Tags are created by administrators but can be assigned by all those with authoring permission.

Tags can be used throughout your site and the product suite for varying types of material from individual text items, images and files, or at the page level. Even users can be assigned index terms, which can also be assigned automatically or manually.

Threshold (Goal Threshold)

Goal thresholds are the benchmark parameters that you create to judge whether or not a goal has been met. These can include quantities such as number of site visitors, sales volume, or site downloads. A goal can have multiple thresholds; you can use Analyzer to assess your progress toward a complete goal or toward its indi-vidual thresholds.

VisitA visit is a pageview or series of pageviews from a unique visitor within a single session. In iAPPS Analyzer, a session consists of any number of pageviews until 30 minutes of time between pageviews is reached. The-oretically, a visit could last for many days as long as a new page is viewed every 30 minutes. See Pageview.

Watched Event

A Watched Event is a specified client-side event in the user's browser, which may include downloading a file, filling out a form, or making a purchase.

Web exper-ience man-agement (WEM)

Web-experience management considers ways to pull customers into a marketing channel. It differs from tra-ditional “push” marketing in that it engages in a dialogue with customers, rather than a pitch to customers. In engagement marketing, channels are continuously updated to be tailored to the needs of a specific customer.

2.2 iAPPS Analyzer and Analytics Terminology


2.3 Logging IniAPPS can be accessed only with a valid user name and password. Each iAPPS user is assigned a unique user name and password.

1. Access iAPPS by adding /admin to the end of your URL, i.e. www.company.com/admin.

2. 3. Type in your user name and password. 4. Highlight the Module you want to log into. Depending on your licensing agreement you may not see all modules. If

you want the module to be your default, check the box next to “Remember my selection.” 5. Click the Log In button to go to the Dashboard for the module you chose(or for Commerce CSRs the Customers

screen).

If you have forgotten your password, click “Forgot Password?” in the login screen. Type in your user name and click Submit. Instructions to reset your password will be sent to the email address associated with your username.

* Note: Once you’ve logged in, your iAPPS session has a default log-out time of 20 minutes. You should save often to avoid having any content lost if your session times out. After 20 minutes, a warning message appears with the number of seconds left in the session. Click Reset if you want to continue your session. Otherwise you will be logged out, and

unsaved content will be lost.

2.3 Logging In


2.4 Analyzer Control CenterAfter you have logged into the iAPPS Analyzer software, the Control Center, a dashboard of menus and containers is dis-played:

iAPPS Analyzer Control Center

You can access iAPPS Analyzer Control Center at any time by clicking the Dashboard Link in the top-left corner of your screen:

2.5 Dashboard Button Options You can customize your Dashboard and choose up to 8 options to show as Quick Link buttons. The quick links take you to areas that are the most commonly used. Not all areas are available as Quick Link buttons. You can always reach other areas of the site by using the drop-down menu options. Your options for Quick Link buttons include:

l Site Overlays l Add Analyzer User l Campaigns l Goals l Audience Segments l Visitors l Traffic l Asset Watches l Visitor Paths l Watches l Referring Sites l Site Settings l Help

2.6 Site Activity ContainersThe bottom half of the screen is devoted to the Site Activity Containers.

2.4 Analyzer Control Center


Users can customize which containers are on their dashboard and can have up to four options at any one time. l Commerce l Direct Traffic l Goals l Top Opportunities l Top Pages l Traffic l Visitors

The Default timing for what displays in the Site Activity containers is the last 30 days, but users can choose other times ranging from today to the last 365 days or All. Choose a date from the drop-down menu on the left side of your Dashboard.

The Top Opportunities container provides daily updates on how your Goals are performing. It shows you the outcome of the Smart Recommendations Engine and gives you actionable suggestions on how to change your content to keep your goals on track. See Smart Recommendations Engine for details.The Goals container displays all of your marketing goals. The bottom half of the container displays a list of your goals. The top half of the container plots the hits of a selected goal against a date range.See Setting Up a Goal in AnalyzerThe Quick Statistics container provides a quick overview for your web-analytics reports.The Direct Traffic container provides a quick overview of your traffic sources. Traffic gives statistics about the number of Visits, Pageviews, Bounce Rate and Average Time on Site, and links to that reporting section. Visitors gives the numbers of New, Repeat and Return Visitors and links to the Visitor report screen. Top Pages lists the top performing pages on the site and links to that report. Commerce has sales, revenue, and conversion data.

2.6.1 Customizing your Dashboard

Users can show or hide any of the buttons or containers.

2.6 Site Activity Containers


1. Click on the Customize button in the top right corner of the screen. The options are divided into two sections one for the Quick Link buttons and one for the Site Activity containers.

2. Click on Add/Remove for the appropriate section and simply check or uncheck options as you desire. 3. Click Save to preserve your changes.

Depending on your site permissions or role, all users may not see all options.

2.6.2 iAPPS MenuThe Menu at the top of every iAPPS administrative screen is divided onto two lines. The top line has product-wide inform-ation, such as links to other modules and user profiles. The second line has menu information for the specific product you are using.Your organization may not have all iAPPS modules licensed so you may not see all of the options below.

Top Line

Modules The iAPPS menu provides quick access to other products in iAPPS Product Suite to which you have a license. To switch to another product, you can click the top link to go to the Control Center/Dashboard for each product or choose a particular admin function to go there directly.

The Site Editor Menu

To see your pages in Site Editor, use the Site Editor link at the top of the screen. The Site Editor menu provides two options: Jump to Home and Jump to Last Visited Page. These options open either your home page or the last page you visited in the Site Editor.

Additional Options

You can also Search and Replace, access your iAPPS User Profile and switch to using other iAPPS sites. See the iAPPS Content Manager documentation for details.

Bottom Line

The menu bar at the top of the iAPPS Analyzer software environment contains other options. Not all users see all options. It depends on your role and permission level.

Menu Is used to...Dashboard Return to the Control Center for Analyzer

Campaigns Set up a new campaign or view and edit your existing campaigns.



Menu Is used to...Goals Set up a new goal or view and edit your existing goals.

Watched Events Set up and manage Watched Events.

Site Analytics Provide access to custom reports, alerts and export setup.

Administration Provide administrative access to setup users, audience segments, watched events, and client IP exclusions.

The Campaigns Menu

The Campaigns menu lets you create a new multichannel marketing campaign, or view and edit your existing campaigns:

The Goals Menu

The Goals menu lets you create a new marketing goal or view and edit your existing goals.

The Watched Events Menu

The Watched Events menu allows you to monitor current Watched Events and create new ones.

Watched Events track specific user behaviors on the site, such as reaching a certain page from a email or downloading a white paper. You can tie these events to goals and campaigns in both Analyzer and Marketier.

The Site Analytics Menu

The Site Analytics menu is used to:



l Get access to standard Analytics reports l Create Navigation Analyses l View Email Notifications l Configure custom reports

The Administration Menu

The Administration menu has functionality available only to Administrator-level users. An Administrator can give Admin-istrator privileges to other users, so you may have access to some Administrator functionality if you are an Analyst or User.

2.7 User Profiles and PasswordsiAPPS Users can edit their user and password information through the User drop-down menu in the Admin interface. Sim-ply click on your username and a menu will appear with options including a My Profile and Change Password. Some administrators will have additional options in this menu, such as Reset Cache.

User Profile

iAPPS users can update basic profile information. .

Changing Your Password

To change your password, you must be logged in with your current password. 1. To change it, choose Change Password from the Username Drop-down Menu. 2. Enter your current and new passwords. All fields are required.

2.7 User Profiles and Passwords


3. Click Change Password to save. 4. Alternatively you can also change your password in your profile information. 5. Choose UserName > My Profile .

Resetting a Forgotten Password

If you have forgotten your password, there is a Forgot Password link on the main iAPPS login screen.Alternatively, a Content, Installation or Site Administrator can reset a user's Password.

Resetting the Cache

Some iAPPS Users can reset the cache using the User Profile drop-down. Simply click on your username and a menu will appear with options including Reset Cache. This will refresh the cache for iAPPS pages and ensure all information is up-to-date. For more information on caching, see the Developer Configuration and Caching sections in the Developer doc-umentation.

2.8 Beginning Admin TasksOnce iAPPS Analyzer software is installed, an initial Administrator account is created. The Administrator needs to determ-ine:

l What additional administrator accounts are needed. Create an account for all users who need administrator-level privileges.

l Which users will need Analyst or User-level privileges. An administrator can create these accounts on an as-needed basis.

Note: Administrators can only edit accounts for users with lower levels of privileges than the administrator.

2.8.1 User RolesThere are three types of users for iAPPS Analyzer:

l The top-level Administrator has complete control of the entire system and can create other Analyzer users. l The Analyst can run reports but cannot affect the system setup l The User can view goals, campaigns, and reports.

The Administrator can give limited administrator-level privileges to Analysts and Users on an as-needed basis.

2.8.2 Other Administrative Duties The Administrator can also

Create Audience Segments

Audience Segments are a way to further filter results data when running analytics reports. The top-level Admin-istrator can create Audience Segments. See Audience Segments for more information.

Define Watched Events

iAPPS Analyzer can interact with custom analytical data captured through a website application. The top-level administrator can generate the custom JavaScript code that is placed on the website. An administrator can define the types of events (for example, mouse-overs) that can be designated a Watched Event. See Watched Events for more information.

Manage Client IP Exclusions

Sometimes it is beneficial to exclude certain analytical data from the reporting system, for example, requests that come from within the company’s own domain. The administrator can create ranges of IP address that are ignored from data collection.See BOT and IP Filtering

Change Passwords

The Administrator has complete control of all passwords and can create new passwords or remove user accounts on an as-needed basis.

2.8 Beginning Admin Tasks


2.8 Beginning Admin Tasks


3 - Site AnalyticsiAPPS Analyzer includes a number of analytic reports to help you track your website usage. The Site Analytics menu gives you access to a number of reports, navigational analysis and email notifications.

Reports are divided into categories: Visitors, Traffic, Content, Watches, Referrers, and Internal Search. Many of these also break down again into more detailed options.Clicking any of these menus brings you to the Site Analytics screen, which also offers the reports as clickable tab links:

See related sections for details on each type of report.

3.1 Seeing Statistics for Variant SitesWhile viewing report statistics you can also see stats for "child" or variant sites. See Creating and Managing Variant Sites in the Content Manager User Guide for more detail, but you can arrange Variant sites in a hierarchy, such as Master Site > Variant Site (Parent) > Variant Site (Child). Thus there are variants of variants. If you are viewing the statistics for the Master or a parent site, then you can also include statistics for child sites that are under it.

Seeing Variant Rollup DataIn any reporting screen, choose a Variant grouping and check the box next to "Rollup Data for Child Sites." The information for any site that is lower in the hierarchy that the site chosen will be included in the report. Whatever site is selected in the drop-down, the rollup aggregates any data for any child sites under that one (but not for other child sites). Wherever you are in the hierarchy, the rollup starts there.For example, if you are in an iAPPS ds installation with large numbers of sites, this will be very helpful both for corporate headquarter in seeing information for large numbers of sites, but also helps franchisees who may own more than one store. If the stores are linked in the hierarchy than the store owner can see all of their data aggregated rather than having to check each site separately.

l To view only data for a some sites that are lower in the Variant hierarchy, choose the parent name in the drop-down list and check the box next to "Rollup Data for Child sites"

l To view data from all Variant Sites at once, choose the Master Site name and check Rollup Data. l To see only data for the site you are in, uncheck the box.

3.1 Seeing Statistics for Variant Sites


This function bypasses permissions, so a parent site can see all child site data without having to log in/log out with sep-arate users. However, being able to view more than one site only works for reporting and statistics. Other Analyzer site functions such as watches, path analysis and goals remain site specific, and you will need to switch from one site to another using the drop-down at the very top of the iAPPS screen.

3.2 Basic Report ManagementiAPPS Analyzer aggregates your website traffic statistics and stores report data. You can then view the data using the tools in Site Analytics.These reports offer graphical and numerical tools to help you understand how your website traffic is performing. You can view snapshots of site statistics or observe trends at different time intervals.

You can also access the Site Analytics Reports from the Quick Statistics container in the iAPPS Analyzer Control Center.

Selecting a report tab automatically runs that report. The plot in the container shows the reporting period on the horizontal axis and the selected statistic or statistic on the vertical axis.

3.2 Basic Report Management


3.2.1 Changing the Reporting PeriodTo change the reporting period, click the Change tab in the right-hand column of the container title bar and choose a new date range from the calendar:

To change the unit of time (Day, week or month) used on the horizontal axis, select a value from the “View By” field in the top right-hand corner:

in the Traffic reports section, you can see more information about any web page by right-clicking the table row and select-ing a menu item:

3.2 Basic Report Management


3.2.2 Plotting and Comparing Data PointsFor many reports, you may want to view more than one plot on the same graph. For example, if you are analyzing visitor statistics, you may want to compare the visits to specific pages against the total number of site visitors. You can do this with the table at the bottom of the container. To plot the data for a table entry, click on the appropriate row of the table. A legend for the data you just plotted will appear on the main graph:

For reports on your website traffic, you may want to see the date on which various pages were published. You can see the impact of publishing a specific page on your overall web traffic with the “Publish Date” item in the legend.

3.3 Viewing Overlay Statistics in Site EditorNot only can you view the statistics for your website in reports, but you can also see them in Site Editor itself. This allows you to clearly see how content is performing in the actual context of your website. In Overlay mode you can see not only which pages are most popular, but which content is clicked on the most, including links, Calls-to-Action and videos. iAPPS Overlay Mode provides the ability to view a facsimile of a webpage with its analytical data embossed on top. This shows you what links visitors are using on a page. If there are multiple links on one page to the same page elsewhere, Over-lay Mode aggregates the data and shows the same value for each link. Overlay shows how many visitors clicked on each clickable area in the page and the percentage of all clicks on this page received by each clickable area.To view a page with overlays, select the Site Editor menu and go to Site Editor.If you enter Site Editor from Analyzer, you should see overlays automatically. If you do not, or you would like to see over-lays after completing a different task in Site Editor, click the Overlay icon on the Site Editor toolbar.

3.3 Viewing Overlay Statistics in Site Editor


You can also view a page in overlay mode from the Traffic Report Summary (Site Analytics >Traffic) by right-clicking the page name in the report summary table and selecting View Page in Overlay Mode.

. See Questions on Overlays

3.4 Visitor ReportsVisitors reports provide statistics about who is visiting your website.

Visitors

Visitors indicates how many visitors are return, new or repeat. Repeat visitors are defined as those with multiple sessions in the reporting period. Returning visitors had a session in a previous reporting period. In some cases, a high number of returning visitors is a positive statistic. For example, a high number of returning visitors could be a positive statistic for an internal website that provides regular company updates, since repeat visits may indicate that employees are reading the updates provided.

Direct Entry Pages

Direct Entry Pages indicate when a page request originates without a referrer page. This means that the visitor accessed the page by typing the page address into the browser address field, used a bookmark, or clicked on an emailed link. This report helps you understand how well your marketing is working in channels that are not web based.If you are using iAPPS Marketier, you can see report data on clicks that are originating from your email campaigns. See the iAPPS Marketier User Guide for more information.

Loyalty

Loyalty shows your visitor traffic grouped by number of visits per unique visitor. The columns in the report table are: l “Number of Visits:” the number of visits to the site. l “Visits:” the total number of visitors who visited the number of times given in column (a).

3.4 Visitor Reports


l “% of Total:” percentage of visitors to site represented by an entry in column (a) l “Average Time on Site:” the average duration of a visit to site for the visitors in column (a)

This report is useful if you are trying to understand how often visitors return to your site.

Region

Region indicates where the visitor session initiated. You might use this if there was a sudden increase in visitors from a single country. Further research could help you understand what pages were driving the increased access. For example, if you are seeing a large increase in traffic from a specific country, you may want to translate content into the language of that country.

Operating Systems

Operating Systems indicates the operating system running on the visitor’s desktop. The visitor's operating system could be useful to the administrator of a website advertising new software. If there are a lot of visitors running Linux, and the soft-ware runs only on Windows, this might indicate that additional sales could be made by developing a Linux version.

Browsers

Browsers indicates the browser that is running on the visitor’s desktop. Often, the browser type can dictate what features can be supported for a particular website. An administrator who is interested in incorporating new Internet Explorer features would want to ensure that most of the visitors to that site were not using Firefox.

JavaScript Enabled

JavaScript Enabled indicates whether JavaScript is enabled in the visitor’s browser. If your site relies on JavaScript, it’s helpful to know if visitors have this feature enabled. For example, if you are using JavaScript to activate pop-up windows asking users to download a document, you need to know if a large part of your visitors do not use it.

Flash Capable

Flash Capable indicates if Adobe Flash will run on a visitor’s system, and, if yes, what version is on their system. However, due to the increasing number of devices or browsers which cannot handle Flash, you should avoid its use if pos-sible.

Monitor Resolution

Monitor Resolution indicates the resolution (the number of pixels per inch) of the monitor that the visitor is using while dis-playing web page information. If your site relies on a wide screen, it's helpful to know what percentages of visitors are accessing the site with smaller or older monitors so you can adjust your content accordingly. The higher the resolution, the sharper (but smaller) a picture will appear. Resolution and screen size are different, however. A number of new smart phones often have screens with higher resolutions than many laptop or desktop monitors. Pictures that are very large in size or with a high resolution can be slow to load, but those with too low a resolution will not look their best when expanded to be seen on a very high resolution monitor.

Mobile

The Mobile Report gives you information on the number of visitors using the site via a mobile device, including which mobile operating systems are the most common. It includes common statistics such as ATOS (Average Time on Site), the

3.4 Visitor Reports


percentage of mobile visitors who are new, and Bounce Rate.

3.5 Traffic ReportsTraffic reports provide statistics regarding the pages most frequently visited. The traffic tab is accessible through the Site Analytics > Traffic menu item. Alternatively, you can select the tab in the Site Analytics Reports screen.

Traffic reports include: l Overview l Pages l Entry Pages l Exit Pages l Pageviews per Visit l Single Page Visits

Overview

Overview is the default view for Traffic Reports. Overview statistics provides summary information on: l Top Pages: pages visited most frequently l Top Entry Pages: pages visitor used most often to enter the site l Top Exit Pages: pages visitor was on most frequently when exiting the site

To get full reports, click the “View Full Report” link next to the report name:

When you right click on any of the page names in of the summary reports above, you get options to view more information about the page.

3.5 Traffic Reports


Choosing View Page Detail Statistics will bring up a popup window with key statistics. You can email the statistics or export them to an Excel or PDF file.

View Inbound/Outbound Analysis will take you that report (which can also be accessed from the Site Analytics > Nav-igation). You can choose to view the page in a new window, in Site Editor, or in overlay mode. If you have the appropriate per-missions you can Assign Tags. Lastly, you can choose Email Author, which sends email to the person who last pub-lished the page.

Pages

The Pages report provides a list of the pages visitors viewed most frequently. It shows which pages on your site are most and least popular.You should take care in how you use this report. You might assume, for example, that the home page will be ranked highest for a new website. Yet, after the site is enhanced and gets more frequent visitors, it might be a concern if the home page continues to be the most frequently visited. This would especially be true in the middle of an expensive search-engine cam-paign that is intended to drive visitors directly to product pages or SEO efforts designed to encourage direct entry and more precise user searching.

Entry Pages

The Entry Pages report shows the pages that visitors see as the first page when entering the website. Monitoring entry pages is important when there is a marketing campaign underway that is intended to point users to a specific page (or pages) within your website. For example, a Google Pay-Per-Click (PPC) campaign might point users to a certain page in your site. In this case, you'd want to know how many users are beginning their site navigation at that page.

Exit Pages

The Exit Pages traffic statistics report lists the most common exit pages, which are the pages the user was on when exit-ing the site. Knowing where visitors are when leaving your site can often point out problems with bad navigation or content. If an unexpected page is moving up on the list of exit pages, iAPPS Analyzer allows a user with Administrator privileges for that content to view or edit the actual content of the page in the Site Editor. For more information on Site Editor, see the iAPPS Content Manager User Guide.

3.5 Traffic Reports


Pageviews per Visit

The Pageviews per Visit traffic statistics report shows the average number of pages that were viewed in a visitor session. Presented as a time-series graph, this metric is an important trend to watch as the amount of content on your site grows. Pageviews per Visit is sometimes referred to as the “stickiness” of a website, since it measures how likely it is that a vis-itor who finds one page of your website stays on your site to view more pages. If you are using content marketing to try to draw vistiors to the content on your website, this is good. A large number of pageviews per visit is not always desirable and may sometimes be an indication of ineffective site nav-igation. It's possible that pageviews are high because a visitor is having trouble finding what they need. If the navigation of your site has changed and the average Pageviews per Visit stays the same, it is possible the change did not have the desired effect. So along with the number of pages viewed, you may also want to look at one types of pages visitors are looking at. If it is blog or other "attractive" content, that is good. If it is more random, you might want to look at your navigation categories.

Single Page Visits

The Single Page Visits traffic statistics report shows the number of visitors that came to your site and then left without viewing another page. Sometimes this is referred to as the “bounce rate” of a site. The report lists the bounced pages.It is helpful to see how this metric changes over time. Most sites expect a visitor to accomplish a task, such as viewing product material, registering for an event, or visiting advertisers. If the number of Single Page Visits is increasing you usu-ally want to do something about it. For example, consider if you purchased a certain amount of search engine Pay Per Clicks. If your overall site traffic went up, but your Single Page Visit metric also increased (especially for the entry page of the click) then you could conclude that the PPC campaign did not work as effectively as it could have. and the landing page would need to be changed.

3.6 Asset ReportsContent reports provide statistics regarding the content that is being used on the web page. The tab is accessible through the Site Analytics> Asset Watches menu item. Alternatively, you can select Asset Watches in the Site Analytics screen:

Files Downloaded

The Files Downloaded report shows you downloaded files that have been designated as Watched Events. If you have administrator-level privileges on a file, you can designate the download of a particular file to be a Watched Event. The files in the report are grouped by file type. You can go directly to iAPPS Content Manager from here. Right-click on a file name and choose Jump to File Library. This takes you to Manage Data Libraries in iAPPS Content Manager.

Although the Pageviews report provides information for all clicks, the Files Downloaded report allows the admin-istrator to tag certain files of special interest. These then show up on a separate report, and are not lost in what might be a much larger list of statistics.

3.6 Asset Reports


Images Served

Images Served indicates the images that have been downloaded by the website visitor. This works similarly to the Files Downloaded statistics report.

Brightcove Video Views

You can also track the number of times videos served through iAPPS Brightcove integration have been watched.

3.7 Referral ReportsReferring sites reports provide statistics regarding what other web pages visitors came from. Access to your site can be from an external site or from a search engine. You can filter the reports by paid and unpaid sources.

For some reports, you can segment between paid and organic (unpaid) searches. A sample Referring Sites report shows a search filtered by Paid and Non-Paid Source.

3.7 Referral Reports


Referring Sites

The Referring Sites report shows the traffic being driven to your site by other websites. Any sudden increase in activity could show that one or more external websites are driving visitors to your site.

For a more complete list of links pointing back to your site, use the Google search phrase “link: yoursite.com”. The res-ult will be a complete set of backward-pointing links. In order to boost your search rankings, this number should con-tinue to increase.

Search Referrers

The Search Referrers report is a specialized subset of the Referring Sites report. iAPPS Analyzer maintains a con-figurable table of search engine domain names. When one of these domains is present as a referrer, iAPPS Analyzer treats it as a special case. The Search Referrers report allows you to drill down and analyze how certain key words are con-necting to site pages. This report will display information related to the popularity of different search engines and the kinds of search terms that are being used. This report can be a valuable tool for understanding how the effects of search engine page rank optimization and keywords affect access to your site.

3.8 Navigation ReportsNavigation reports can help the site administrator understand not only which pages were accessed, but in which order they were accessed. This is different than the reports from the Visitors tab, which only show page access activity.

Often a website designer will have a usability goal in mind with

respect to navigation. The site's product information might be organized so that the visitor is led from start to finish in a par-ticular sequence. Navigational reports can help you understand not only what a visitor to your site is accessing, but how a visitor is using your site.Navigation reports are available on:

l Inbound/Outbound Analysis l Path Analysis l User Scenarios

3.8.1 Inbound/Outbound AnalysisThe Inbound/Outbound Analysis report is a tool for providing further insight as to how visitors are navigating within your site. For any content page that you select, the Inbound/Outbound report will display the 10 most frequent pages where the current page was accessed from, as well as the most frequent 10 pages where the user went from the selected page.

3.8 Navigation Reports


1. Go to the Inbound/Outbound screen (Site Analytics > Navigation Analysis> Inbound/Outbound). 2. Choose either Menus and Pages or Products 3. Navigate to the Page or Product you wish to analyze. 4. When you highlight the page or product, the Top 10 Clicks to and from the page will appear on the right half of the

screen. 5. You can choose to export the report using email, Excel or a PDF.

This report is especially useful for product-related page hierarchies. The website designer may think that the product page information is being accessed by navigating through a hierarchy. However, if this report shows that the page is actually reached as the result of a search, then the navigational menus you think are driving visitors to your product page may or may not be not working as well as they should.For more information on Inbound/Outbound Analysis, see See Where (and perhaps why) are people leaving my site?

3.8.2 Visitor Path AnalysisThe Path Analysis report is a powerful tool in understanding visitor behavior on the site. Quite often a site designer has no way of knowing whether the navigational structure is working or not. With path analysis you can see right away what click paths visitors are most frequently taking on the site.The Path Analysis report differs from the Inbound/Outbound Analysis report, in that an iAPPS user inputs both a starting and end point to generate the Path Analysis report. Most often a site’s home page is selected as the starting point and a specific target end page is selected. When the report is run it will display a list of the most common paths between the two pages that website users took. These reports help you see if users are navigating as expected.

l For example, if a page had a higher-than-expected exit rate you might want to know what previous pages users vis-ited prior to that page. Running the report might reveal an unexpected navigation pattern that might have confused the user and caused them to exit.

l Conversely, take the example of that newly discovered external referral blog link. Where did the visitors go once they came to the site? What were the next pages they saw?



Quite often you might have a defined set of pages that need to be viewed in order before the last and final page is visited. This might be an event registration or perhaps a checkout process. Since these steps are designed to be taken sequen-tially, the report is one way of validating the design. If, for example, a path analysis of an event registration sequence shows that visitors are moving in and out of the sequence (even if they are completing it) then work needs to be done to be sure that visitors have enough information to proceed with the next step in logical and preferred order.

3.8.3 Visitor Path Analysis

To create a Visitor Path scenario: 1. Select Site Analytics > Navigation Analysis > Visitor Path from the toolbar: 2. This opens the Visitor Paths screen. 3. Choose a Start Point

l Pageview l Product (only for users with iAPPS Commerce) l Watch l Maximum Number of Clicks

4. Choose a End Point l Pageview l Product (only for users with iAPPS Commerce) l Watch l Maximum Number of Clicks l Left Site

5. Choose any options l Number of Paths (5, 10 or 15) l Any applicable Audience Segments

6. Click Run. 7. The Results appear on the right half of the screen. They show

l The number of times the Path was followed l the number of clicks in-between l The paths followed l Average Path Time l Average time on each page of the path

8. If you want to limit the results to a certain time period, change the reporting period before running the scenario. 9. You can choose to export the report using email, Excel or a PDF.



3.8.4 User ScenariosA common scenario (sometimes called a funnel) is understanding about what visitors do for a specific path of website con-tent. A specific path is one where we know exactly what steps a user needs to take to go from A to B. An example might be a shopping cart checkout process where the visitor proceeds from shopping, to checkout, to account setup, to credit card verification and purchase authorization, and finally to a printed invoice. You can use the Scenario Ana-lysis container to display the “drop off rate” between the steps of the scenario path.

To create a scenario:

1. Select Site Analytics > Navigation > User Scenarios from the toolbar: 2. This opens the Scenario Analysis container. 3. To create a new scenario, click the Add New Scenario tab. Alternatively, from the Scenarios tab, you can right-

click an existing scenario and select Add New Scenario:

4. This opens the “Scenario Details” form on the left-hand side of the Scenario Analysis container. Create your scen-ario details as follows:

a. Enter a name for your scenario in the “Scenario Name” field. b. Set permissions for viewing your scenario with the radio buttons. Select “Me” if you want your scenario if only

you should be able to run it or “Everyone” if you want all users to be able to run it. c. Select an Audience Segment with the check boxes.

You need to be an Administrator to create Audience Segments. See Managing Audience Segments .

5. When you have set your scenario details, click the “Add New” link:



6. This opens the “Step 1” of the scenario path. Select the type of step you want to create from the following values: l Pageview l Page Group l Product l Watch

To Create a PageView Scenario 7. Select Pageview to enter the individual pages in the scenario path you want to observe. 8. Selecting Pageview opens the content browser. 9. Add the page that you want to be first in the path by selecting it from the drop-down menu of the “Page” field. For

example, to set the page Acme> CommerceProductType> Product Type> Product Detail as the first page in the path scenario, select it from the drop-down menu:

10. Do NOT click Save, as this will end the scenario 11. When you have selected the first page, click the “Add New” link again. This will create a “Step 2” in your scenario.



12. Continue adding pages until you have created the full path for your scenario, 13. Click Save to finish.

Creating a Page Group ScenarioAlternatively, you can create a group of pages for your scenario path. If you are not concerned about the order of pages being viewed, a page group saves you significant work over a page-by-page scenario path. To create the group:

5. Click Add New to add an additional Step. 6. Select the Page Group option to create a group. 7. This will open the content browser with checkboxes next to all individual files. 8. Check the boxes next to all the files that you want to add to your group. 9. When you have selected all the files that you want in your scenario path, click Save.

Creating a Product ScenarioYou may also want to create a scenario for a product.

5. Click Add New to add an additional Step. 6. Select Product from the radio buttons. 7. This will open the Select A Product pop-up. 8. Type all or part of a product name into the Keyword filter or choose a product type from the drop-down and click

Search. 9. A list of possible matches will appear in the container. 10. Right-click the desired product and choose Select Product. 11. The product name will appear in the Scenario screen. 12. Either click Add New to add an additional step or Save to Finish.

Note: You cannot add new products from the Scenario Analysis container. To add new products, use the Store Man-ager menu in iAPPS Commerce.

Creating a Watched Event ScenarioYou can also choose a Watched Event (such as made a purchase) as a step in your scenario.

5. Click Add New to add an additional Step. 6. Choose the Watch radio button as your option for the Step. 7. Choose a Watch from the drop-down list. 8. Either click Add New to add an additional step or Save to Finish.

3.8.5 Running your Scenario 1. Once you have created your scenario, you can run the analysis of it by right-clicking the name of the scenario in the

Scenario tab and selecting Run Scenario. 2. If you want to limit the results to a certain time period, Change the reporting period before running the scenario. 3. The results appear in the right-half of the screen. iAPPS Analyzer creates two analyses for your scenario:

l The Strict Order Funnel plot shows how many users completed the steps of the scenario path in the order in which you created them.

l The Any Order plot shows how many users entered the first step of the scenario path and exited through the last step but viewed other pages in between.



3.9 Other Reports

3.9.1 Watches Reports Watches reports provide information regarding events that the administrator has tagged as Watched Events, such as:

l A particular file or image that was downloaded l A client-side event that occurred in the user's browser. l Rankings of the top viewed pages or assets

You (or your administrator) sets up Watched Events. See Managing Watched Events.

3.9.2 Internal Search Reports Internal Search reports show terms that visitors are searching for within your web domain. This report helps you determine if your site is set up for users to find what they need. For example, if you are selling sports jerseys, and visitors to your web-site are searching for “Sports team shirt,” you might clarify that clicking on the product page for a jersey is what they want to find. You could place a picture on the landing page, for example, so that people would see the shirt they wanted and not search for it.

3.10 Custom ReportsThe Custom Reports menu gives you tools to create custom views with Microsoft Reporting Services. You need a license from Microsoft to use the Custom Reports features.To create a new report or run an existing report, select Site Analytics > Custom Reports. This opens the Custom Reports screen.

1. Click the “Create New” button. This will start the installation of Microsoft Report Builder. Follow the instructions on your screen to install Microsoft Report Builder.

2. When your installation is complete, create your report in Microsoft Report Builder and save it. This will add your report to the Custom Reports tab. You may need to click “Refresh List” button to see your report.

3. You can now run this report from iAPPS Analyzer’s Custom Reports container by right-clicking the name of the report and selecting Run Report:

The results of your report will appear under the Report Preview tab.

3.11 Email AlertsAlerts allow Analyzer users to be notified when high-water marks have been reached. When a designated number of a cer-tain event is reached, an email is generated. The alert can be reset when either the number of events is reached the first time, or when a calendar period is reached. Alerts can be one of three types:

l Pageviews: When a page is viewed a certain number of times within a given period l Visitor Count: when a certain number of visitors come to the site within a given period

3.9 Other Reports


l Watched Events: when a watched event is triggered a certain number of times within a given period. Your admin-istrator creates Watched Events. See Managing Watched Events

To create an email alert for Page Views:Go to Site Analytics > Email Notifications > Pageviews .

1. Right-click an existing alert or the empty grid and select Add New Alert: 2. Fill in the necessary information.

a. Choose a page from the drop down. b. Choose the number of page views for the alert to trigger. c. Choose a reset time. d. Enter email address for the alert.

3. Click the Plus icon to save.

To create an email alert for Visitor Count:Go to Site Analytics > Email Notifications > Visitor Count.

1. Right-click an existing alert or the empty grid and select Add New Alert: 2. Fill in the necessary information.

a. Choose a name for the visitor alert. b. Check the box if you only want to count unique visitors. c. Fill in visitor count that will trigger the alert. d. Choose a reset time. e. Enter email address for the alert.

3. Click the Plus icon to save. You can edit Notifications the same way.To delete an alert, simply right click and choose Delete Alert. You can also make an alert temporarily inactive rather than deleting it.

l Highlight the alert, right-click and choose Make Inactive. l To reactivate, highlight, right-click and choose Make Active.

To create an email alert for a Watched Event: 1. Go to Watched Event > Current Event Activity. 2. Right-click in the grid and select Add New Alert. 3. Fill in the Watch name, count, reset and email fields. 4. Click the plus sign to save.

See Watched Events Alerts / Current Watch Activity for full details on managing alerts.

3.11 Email Alerts


4 - Managing Campaigns in AnalyzerThis section introduces you to using the iAPPS Analyzer Campaigns functionality to create multi-channel campaigns and associate them to your marketing goals. You will then also be able to access them in iAPPS Marketier.For more information on goal-driven marketing, see Introduction to Goal-Driven Marketing.Using the Campaigns Menu, you can set up new Campaigns, edit your existing campaigns and view statistics to assess your marketing goals and success. A Campaign is simply a container that associates your other marketing efforts so that you can track them. You can asso-ciate Goals, add Marketier email campaigns and track links to product and website pages.

You can view the goals associated with a campaign by choosing View Attached Goals from the context menu. You assign goals to campaigns through the Goals menu. See Setting Up a Goal in AnalyzerSee Using the Link BuilderSee Managing Marketier Email Campaigns

4.1 Monitoring Campaign ProgressYou can monitor campaign progress from the View All Campaigns screen. Click the arrow to the left of the campaign name to expand the view to see all marketing channels in that campaign.The table shows you statistics for all the marketing channels in your campaigns. You can quickly see if one channel is per-forming better or worse than another channel in the same campaign and adjust your marketing accordingly. The statistics available from View All Campaigns are given in the following table.

4.1 Monitoring Campaign Progress


Column name StatisticVisits Total visits to your target webpage.

Bounce Rate % Percentage of visitors to your target webpage who exit your website from that same target page.

Sends Number of emails sent from an iAPPS Marketier email campaign.

Deliveries Number of emails delivered successfully from an iAPPS Marketier email campaign.

Clicks Number of page visitors who arrived by clicking a link in an email generated from iAPPS Marketier.

Campaign Statistics

4.2 Setting Up New Analyzer CampaignsTo start setting up your campaign, select Campaigns > Add New Campaign. Alternatively, in View All Campaigns, right-click on an existing campaign and choose Add New Campaign.This creates a new line in the View All Campaigns listing with a blank field for the top entry. Enter the name of your cam-paign and click the plus (+) symbol in the Actions column to create the new campaign.

Once you have added the campaign, you can create marketing channels. The right-click menu items Add New Email and Add New Link let you create marketing materials in different media.

l If you have access to iAPPS Marketier, Add New Email takes you to the Add/Edit Email wizard in iAPPS Mar-ketier. For more information, see the Marketier User Guide.

l Add New Link takes you to the Link Builder. A pop-up window Campaign: Your Campaign Name appears and accesses the Link Builder. The Link Builder allows you to create links to your existing content structure or product list, choose the type of link you want (banner ad, text ad, PPC), and designate a source for your link campaign.

4.3 Using the Link BuilderThe Link Builder lets you create links for your campaigns. You can use your existing content and product list with the Link Builder to that your advertising campaign is targeted directly to your existing content. To create a link campaign:

1. Right-click a campaign name and select Add New Link to access the Link Builder functionality:

4.2 Setting Up New Analyzer Campaigns


Link Builder Pop-Up

2. Use the Select Destination area to create the link target. Click ont he arrow/plus to expand the menu structure 3. Choose a link destination from your content directory structure:

4. The Products tab lets you choose a link destination from your product pages. To choose a product, click the “Search for a Product” button:

5. This will open the “Search and Add Products” pop-up. Type all or part of a product name into the Search field and click the “Search” button. A list of possible matches will appear in the container.

6. Select the desired product by clicking the checkbox next to it.

4.3 Using the Link Builder


7. Click “Add.” a. For example, if the product is your next company seminar, type ‘seminar’ into the “Search” field, select Com-

pany Seminar, and click “Add:”

Note: You cannot add new products from the Campaigns menu. To add new products, use the Store Manager menu in iAPPS Commerce. See iAPPS Commerce User Guide for more information.

8. The “Source and Medium” wizard lets you designate the link location and type. For example, if you want to create a PPC ad for a keyword search of ‘Superbowl’ in Bing, enter ‘Bing – keyword Superbowl’ in the “Source” field and click the radio button for PPC in the “Medium” field:

9. Click the “Save” button to create your campaign link. This will open the Campaign: Your Campaign Name pop-up. You can either copy and paste the link or click “Export as CSV” to save your link to a file:



10. Then use embed the link in the ad or landing page as needed. 11. Click Close to finish.



5 - Managing GoalsThis section explains how to useiAPPS Analyzer Goals functionality to create your marketing goals and manage them with the Smart Recommendation Engine. See Introduction to Goal-Driven Marketing for more information on goal-driven mar-keting concepts.

5.1 View All GoalsYou can view all your Goals together on the View All Goals screen.(Goals > View All Goals).

From here you can right-click on a Goal Name in the grid to receive a context menu to l Add a New Goal l Edit an Existing Goal l View Goal Data and Opportunities l Edit Alerts for the Goal l Make Active/Inactive l Delete the Goal

See related sections for details on managing the goals.

5.2 Setting Up a Goal in AnalyzerTo start setting up your goals, click Goals > Add New Goal or choose Add New Goal from the View All Goals Context Menu.

5.1 View All Goals


This opens the Add/Edit Goal Wizard. The wizard opens with Step 1: Goal Details selected by default.

Goal Details 1. Enter a name for your goal in the “Goal Name” field. For example, if your goal is to increase attendance at your next

company seminar, you can enter that in the “Goal Name” field:

Note: Goals persist across software releases, so use a goal-naming convention that will align with your long-term busi-ness plan.

2. Select a goal type from the pull-down menu under the “Desired Goal” field. Click the Arrows to expand your options. You can create six types of goals:

l Downloads: Files on your site you want visitors to find l Forms: Forms you want visitors to complete l Impressions: Page views l Purchases: Product-oriented goals l Visitors: Site visitors l Watched Events: Custom client-side actions. You (or your administrator) create Watched Events.

For example, choose Goal Type > Purchases > #-Individual Product to track registrations for your seminar by number of registrants.

Once you have selected a goal type, the “Select Object” button becomes active and the button text updates to “Select a Product.” Clicking the “Select a Product” button brings you to the “Search and Add Products” pop-up. Type the product name,

5.2 Setting Up a Goal in Analyzer


such as ‘seminar’ in the Search field to find the product name and click the Add button. This will fill in the product name:

Note: You cannot add new products from Analyzer. To add new products, use the Store Manager menu in iAPPS Com-merce.

3. Set the goal threshold in the “Threshold/Goal” fields in the right-hand column of the Define a Goal container. a. Choose a relational operator from the first field (“Greater Than,” “Between,” “Less Than”) and a quantity for

the next field. For example, if your goal is to have 250 or more attendees at your company seminar, choose ‘Greater Than’ for the “Threshold” field and enter ‘250’ in the “Goal” field.

b. c. Set the timeframe for the goal with the “Duration to Complete” field. You can complete the “Duration to Com-

plete” field in one of three ways: l Set a fixed time period (for example, six months) l Check at recurring time intervals (daily, weekly, monthly, or yearly) l Choose a completion date from the calendar, either by typing or selecting from the pop-up calendar:

When you have completed Step 1, click Continue or Cancel to start over.

Set Benchmark ParametersNext, the wizard jumps to Step 2: Set Benchmark Parameters. In this step you will create specific benchmarks for con-version metrics. The benchmark parameters are taken from web marketing industry standards. Some of these parameters are given in the following table.

Benchmark Parameter Name

Used with Goal

Types:Explanation

Top Entry Pages do not lead to goal_type within 5 clicks All

Industry research shows that users generally do not complete an action that requires more than 5 clicks. If your goal requires more than 5 clicks for con-version, you should update your content and navigation.

Dowload page vs. Download Page views Downloads The percentage of users who arrive at a page that contains a link to a down-

loadable file and complete the file download.

Page Views per Visit Impressions The number of pages a visitor views in a single visit to your website.

Page Views of Category Page & Category Product Pages vs. Purchase Percentage of visitors who view a specific category of products or product pages.



Benchmark Parameter Name

Used with Goal

Types:Explanation

Total Page Views

Add to Cart of all Products vs. All Product Page Views Purchase Percentage of visitors who add a product to their shopping cart after viewing a

product page.

Form Submission vs. Form Page Views Forms The percentage of users who arrive at a form and fill out and submit the form.

1. Use the “Goal Value” field to set numerical values for conversion thresholds. For example, if your goal is to sell a cer-tain number of a particular product, you will need a conversion rate that supports sales of that product. If you want 75% of visitors who view the product page to add it to their shopping cart, enter 75 in the “Goal Value” column:

2. When you have completed Step 2, click Continue .Define CampaignsNext, the wizard jumps to Step 3: Define Campaigns. Select an existing campaign for this Goal to be attached to. Alternatively, you may instead want to create a new campaign for this goal by clicking the Save and Create a New Campaign button instead.

You do not have to make any campaign selections or create a campaign now. However only Search and Direct Traffic reports will be viewable for this goal until a campaign is selected.

Click Save to save your completed goal.To learn how to set up campaigns, see Managing Campaigns.



5.3 Smart Recommendations EngineYou can analyze whether the goals you have created are on track to be successfully completed. This section shows you how to check your goals against thresholds and if necessary, receive smart recommendations on how to fix your content so that your goals stay on track.

1. To track a specific goal, from View All Goals (Goals>View All Goals) from the toolbar menu. Right-click the goal name i select View Goal Data and Opportunities.

2. Alternatively, you can right-click the goal name in the Goals container in the Control Center Dashboard. 3. The Goal Statistics screen brings up three containers: Top Opportunities, Supplemental Data/Metrics, and

Landing Page Performance. Click the snap button on the left-hand side of the container title bar to expand the con-tainers.

Top OpportuntiesThe Top Opportunities container uses the Smart Recommendations Engine to make sure that you can efficiently fix your content so that an underperforming goal will get back on track. This container prioritizes the content work needed to meet your goals by “Severity” and “Level of Effort.” These recommendations are generated from your goal thresholds.By default, recommendations are presented with content changes that require minimal effort (Level of Effort : Easy) and have maximum impact (Severity: Red) at the top of the list. (You can change this by sorting on the column headers; click the column header to reverse the sort order.)

Example: If visitors are coming to a form and filling out only half of the fields and exiting before they finish the form, you might see an entry “Too many questions on form” in the Issue: Description field of the Top Opportunities container:

To see details about the issue, right-click the entry and select “View Details and Take Action.” This opens a pop-up Goal Name: Your Goal Name. The Goal Name: Your Goal Name pop-up accesses the Smart Recommendations Engine to gen-erate actionable suggestions:

Click “Edit Form” to open the under-performing page in iAPPS Content Manager Site Editori and make the recommended changes.

5.3 Smart Recommendations Engine


The other two containers on the page are Supplemental Data/Metrics and Landing Page Performance. Together, these two containers tell you how well your campaigns are doing at driving traffic to your site and how well your content is directing visitors on your site.

Supplemental Data/MetricsThe Supplemental Data/Metrics container breaks down the site referral traffic from your various campaigns by media chan-nel and displays the analytics data for each channel. The first column shows the type of medium (Emails, Links, Search). The rest of the columns are:

Field DescriptionCampaign Name of the associated campaign

Medium Type of channel (banner ad, PPC, email)

Visits Total number of visitors arriving via that Campaign, Source, or Medium

Goal Goal completions

Conversion % Varies by Goal. For example, goal completions divided by page visits.

Bounce Rate

Percentage of visitors whom arrive on the page from outside the site, then immediately leave without viewing another page.

Supplemental Data/Metrics Information

Landing Page PerformanceThe Landing Page Performance container shows analytics for your entry pages.

This container allows you to analyze the paths that visitors are taking through your site and how well your landing pages are driving your goals. The top-level columns for the container are:

Column Header Definition

Page title Title of your landing page

Visits Total number of visitors arriving at your landing page via that Campaign, Source, or Medium

Bounce Rate Percentage of visitors whom arrive on the page from outside the site, then immediately leave without viewing another page.

Landing Page Performance Information




Goal Goal completions.

Conversion % Number of goal completions divided by the total number of visits. May vary by goal.

You can also see additional performance data by expanding the table headers.


Frequency How often visitors come to your landing pages. It is the ratio of the total number of sessions to the total number of unique visitors.

# of Clicks The number of times a visitor follows a hyperlink from one page on your site to another.

Unique Paths The sequence of hyperlinks that visitors follow among pages on your site.

Average Path Time Average time a visitor spends on your website.

Average Time Per Page Average time a visitor spends on a page in a unique path.

Time on Page Average time a visitor spends on a single page.

% Full Path The amount of time a user spends on a single page as a percentage of their total time on the site.

Second-Level Landing Page Performance Information



6 - Managing Watched EventsWatches are used to track events that are triggered when a defined action has occurred in the client’s browser. These events can be:

l Asset Watches, which track a particular download serving a file or image. You can use this watch when you want to see if a particular file or image is popular with visitors.

l Tagged Watched Events, which track a particular client-side event in the user's browser. You can use this watch when you want to see if visitors are performing an action, such as completing a form that is part of your goals.

l Top Viewed Watches, which track page view rankings in a directory to understand the top-viewed pages or assets in a given directory tree. You can use this watch to understand if you have extraneous content in a directory.

To access Watched Events, select an option for the type of watch in the Watched Events menu.

Asset Watches 1. To create Asset Watches, select Watched Events > Asset Watches. 2. Right-click the name of an existing watch, and select Add New Watch:

3. This creates a new entry in the table. Give your watch a name and description. To select a file or image to watch, click the page icon in the “Asset” column of the table:

4. This opens the iAPPS Content Manager File Library. a. Use the browser to navigate to the correct file and right-click the file entry to select it. For example, if you

wanted to select the file SuperbowlProgram.pdf from the directory Superbowl 2011, right click the PDF file-name in the table and select Select File.

b. To include this watch in your Overlay reports, click the “Include in Overlay” check box. c. To make the watch active, click the plus in the “Actions” column.

Tagged Watched EventsTo create Tagged Watched Events, ensure you are in Tagged Watches. (Watched Events > Tagged Watches).

1. Right-click an existing watch, and select Add New Watch:


2. Fill in the Name, Description, and Include in Overlay before selecting the plus in the Actions column to save.

3. Once you have created the event, click on the Code icon [i] to have a pop up window with a JavaScript tracking code appear. When this tracking code is placed into a web page, iAPPS Analyzer will record when the code is run.

4. Copy the code. 5. Next you will use iAPPS Content Manager to save the code onto a page. 6. Go to Site Editor and navigate to the page where you wish to place the watch. 7. Switch from Overlay Mode to Edit Mode.

If the item you are tagging, such as a logo, is not in an editable area (shown with an edit icon), contact your Project Man-ager and a developer can insert the code on the back end.

8. Click the Edit Icon for the area you want to edit and select Edit Content to open up the Site Editor Toobox. Click the HTML tab at the bottom left of the content area to view the area in HTML

9. Place the code you copied from Analyzer into the HTML area by hitting Control-V to paste in the code. The JavaScript code should appear. <script type='text/javascript'>[watched event code]</script>. (The text within the brackets will be the individual code copied from Analyzer.) Your complete tag should look like this.

<script type='text/javascript'> iAPPSTracker("c22227fc-4e3e-432b-903b-13d12bb8084e")</script>.

10. Save your changes. If the toolbox is not showing you can make it appear by hitting the toggle switch at the top of the content area or switch back into Design View (click on the Pencil Tab in the lower left) and click Save in the tool-box to save your changes.


11. Ensure that you save the page as a whole as well. Then you can either republish the page or submit into workflow

as necessary. Top Viewed Watches

1. To create Top Viewed Watches, select the Top Viewed Watches sub-tab, right-click an existing watch or an empty line and select Add New Watch:

2. Create a name and description for your watch. To select a directory for which you want to see the most-viewed file, click the pages icon in the “Directory” column:

3. This opens the iAPPS Content Manager Menus and Pages interface. Use the browser to navigate to the correct dir-ectory (page, file or image) and select it. For example, if you wanted to select the subdirectory Superbowl Jerseys from the directory Superbowl 2011, click the subdirectory name in the table on the right and click Select Directory.

4. To make the watch active, click the Plus + icon in the “Actions” column. Once your watch is active, you can see the top five pages from any watched directory by selecting the watch and clicking the [i] icon in the View column.

5. You can also make watches inactive without deleting them. Highlight the watch, right-click and Select Make Inact-ive. You can also check the Hide Inactive box in the upper left corner to hide or see inactive exclusions as you wish. If you wish to reactivate an exclusion, ensure the box is checked, highlight the exclusion, right-click and select Make Active.

Watched Events Alerts / Current Watch ActivityTo see activity related to your Watched Events, select Watched Events > Current Watch Activity.You can see alerts or set up new alerts. To set up a new alert:


1. Right-click in the Grid and select Add New Alert. 2. The Grid will become editable. 3. Choose a Watch from the drop-down list. 4. Add a Count for when you want the alert (5, 10, 100, etc.). 5. Choose a Reset option from the drop-down menu. Options include each time the count is reached, but also daily,

weekly, monthly, quarterly and yearly. 6. Fill in the email address of the person who should get the email alert. 7. Click the Plus icon in the Actions column to Save.

To edit an Alert, select it from the list, right-click and choose Edit Alert. Follow the same directions as above.


7 - Analyzer Administrative Tasks This chapter describes tasks that can be performed by an Administrator. For more information on Administrator privileges, see User Roles.

You access most Administrative task from the Administrator menu, which has the following items: l Analyzer Users - See Managing Analyzer Users l Client IP Exclusions - See Managing IP Exclusions l Developer Configurations - See the iAPPS Developer Documentation - l Audience Segments See Managing Audience Segments l Export Setup - See Analyzer Report Export Setup

7.1 Managing Analyzer UsersTo work with Analyzer user accounts, select the Administration > Analyzer Users menu item to access the Analyzer Users screen.

An iAPPS Analyzer user can be one of the following: l The Administrator role has complete access to the analytics system. An Administrator can add or create user

accounts and set and change passwords, and also has responsibility for Audience Segments, Watched Events, and Client IP Exclusions. They can also give privileges to edit content and see reports.

l A user with Analyst-level privileges can run and view reports. l A user with User-level privileges can view Goals, Campaigns, and website content but cannot write content.

7.1 Managing Analyzer Users


To create a new user:

1. Click Add New User in the upper right corner of the Analyzer Users screen.

To edit an existing user:

1. Highlight their name in the Analyzer Users list, right-click and select Edit User.

For both

2. In the next screen, Add/Edit Analyzer User, add user details such as Name, username and Password. 3. Add Permissions by highlight a Site in the Site Column, a role in the Group Column and clicking the right-facing

arrow. 4. To remove existing permissions, highlight the appropriate permission and click the left-facing arrow. 5. For Analysts, you can add custom permissions. See the instructions below. 6. Click Save when you are finished editing or adding the user.

To add custom permissions for Analysts: 1. Highlight the Site in the Site Column, Analyst in the Group Column and the Permission you wish to customize in the

Current Permission(s) Field. This will activate a Customize link.

2. Click the link to reveal a popup list that allows permissions for various task on the site.

7.1 Managing Analyzer Users


3. Simply expand the relevant sections and check or uncheck permissions as desired. 4. Click Save Custom Permissions. 5. You should return to Add/Edit User. 6. Ensure that you click Save in the upper corner of the screen to save all changes for the user.

7.2 BOT and IP FilteringiAPPS Analyzer statistics feature built-in Bot and IP filtering. “Bots” are automated programs that search or “crawl” the web constantly to gather information, such as indexing websites for search engines. If they are not filtered out then these automated entities can affect your statistical reports by registering many more users on your site than might have really visited. If you are an iAPPS SaaS customer, known Bots and Crawlers will be filtered out for you automatically, ensuring the accur-acy of your analytic reports. For perpetual customers, you can download updates from Bridgeline. Contact your Project Manager for details.In addition, you can also filter specific IP addresses, such as those for your own organization. That way, visitors from out-side will be the only ones that register.

7.3 Managing IP ExclusionsClient IP Exclusions are used to filter out iAPPS Analyzer access to your system from servers you don't want to be in your reports, such as internal access to your site, keeping the reports only for outside visitors. The IP Exclusion can include a range of IP addresses when more than one server is accessing your site.

7.2 BOT and IP Filtering


Because IP exclusions will change your analytics data, be careful when entering them.

To edit or change the list of IP Addresses: 1. Go to Administration > IP Exclusions. 2. Right-click an existing exclusion in the table and select Add New Exclusion or Edit Exclusion.

3. Enter the range of IP addresses to exclude in the “Starting IP” and “Ending IP” columns. 4. Select the plus icon from the right-hand column to save your additions or edits.

7.4 Managing Audience Segments Audience Segments are set up and managed in iAPPS Analyzer. Go to Analyzer Administration > Advanced Settings > Audience Segments.

Audience Segments contain filtering information that can be applied when running Path Analysis or Scenario reports. They are also used in iAPPS Content Manager to segment content. Audience Segments can be usedt to limit your report to a certain set of visitors, for example, repeat visitors from a par-ticular state. This would be useful if you suspected that part of your content was under-performing for certain sets of visitor but not for others. The Audience Segment filters can be:

7.4 Managing Audience Segments


l Device Type l Browser l Operating System l Screen resolution l Have Flash or Java enabled l Visitor geography, such as continent, country, or state l Whether a visitor is a new visitor or a repeat visitor l Where the user was referred from or which keywords they used to reach the site l Whether or not a user completed a Watched Event, such as downloaded a whitepaper or made a purchase

Creating or Editing Audience Segments To create or edit an Audience Segment:

1. Right-click on an existing Audience Segment in the table and select Add Segment or Edit Segment as appro-priate.

2. The four-step Audience Segment wizard will open. 3. Follow the steps to configure your segment through each step:

l General Information l Visit Details l Referring Sites l Watched Events

4. When you have finished defining or editing the Audience Segment, click Save to create or save it.

A Site or Installation Administrator may need to enable the site setting EnableSegmentingAudience. before the segments will work on the website. (Content Manager > Administration > Site Functions > Developer Configurations > General Settings).





You can now use the Audience Segment to filter your reports or to customize content for Content Manager.

7.5 Analyzer Report Export SetupExport Setup allows the administrator to create an automated process for emailing analytics reports that run on a recurring basis. Any report can be run automatically and emailed based on a wide number of calendar ranges such as day of the week, end of the month, etc. This feature allows defined reports to be produced on a regular basis. For example, a mar-keting manager may want a weekly report of visits to a product page to be sent via email. Export Setup has the func-tionality to deliver any report as a PDF or Excel document attachment.To create a new export:

1. Choose Administration > Export Setup. 2. Right-click on an existing export and select Add New Export:

3. This will create a new entry at the top of the table. Select a report from the pull-down menu in the “Report” column:

4. Select PDF or Excel for “Type.” 5. Select an interval for the “Send Every” column, such as “Every Monday” from the pull-down menu. 6. Type the email addresses of the desired report recipients into the “Email” field. 7. Click the plus icon in the right-hand “Actions” column to save your export.

7.5 Analyzer Report Export Setup


8 - iAPPS Analyzer FAQsiAPPS Analyzer is optimized to integrate your web-analytic statistics with your marketing goals and campaigns. In order to solve more complex and sophisticated problems with iAPPS Analyzer, it’s important to familiarize yourself with all of the reports. Often, the data from multiple reports are used together to gain insight into how your site is functioning. Familiarity with what each report does, and combining the concepts of different reports together, will help in quickly understanding how your site is operating.

Why are the numbers in my Analyzer reports different than what I see in other analytics tools?You control what is included in your analytic reports. iAPPS Analyzer allows you to view your web traffic through various fil-ters, some of which are built-in, and some of which you create with Watched Events and Audience Segments. You will want to exclude some forms of traffic from your reports, for example, traffic from you own website developers using the built-in IP filtering feature, as well as testers or traffic generated by search engine crawlers like Googlebot. iAPPS Analyzer also has built-in bot and crawler filtering to eliminate such automated traffic. With that, and depending on how you are fil-tering data or IPs, your total number of visitors may appear differently than in other analytics software.

How can I get my analytics reports emailed to me? Can I get one consolidated report?You can use the Administration > Export Setup menu item in to create an export of any report to which you have access. Since these reports are generated independently you cannot consolidate them with Export Setup; however if you choose Excel as the report format you can easily consolidate the reports with Excel. iAPPS Analyzer gives you powerful tools to filter your data so that you can understand what factors are driving your con-version rates. Tools such as Scenarios and Watched Events can help you optimize your content to meet your marketing goals.

Scenarios (Funnels)You can create a scenario from many different areas of interest by using pieces from multiple menus. For example, you might want to find out how many of your new visitors are actually buying a product. You can set up a scenario to answer this question. First, you need to set up an Audience Segment for new visitors to your website. In iAPPS Analyzer Control Center, select Administration > Audience Segments.

1. Right-click on an existing segment and select Add Segment. 2. To create an Audience Segment that consists of first-time visitors to your site, click the radio button next to “New

Visitor.” If you want to narrow the segment down further you can choose only a few geographies, operating sys-tems, browser types, etc. Choose “All” if you don’t want to filter by any criterion except new visitors.

3. You can change the parameters for who is considered a new visitor by changing the value of “# of days since last vis-ited” in the lower right. Choose a name and description for your Audience Segment such as “New Visitors” and click “Save.”

4. See Managing Audience Segments for details on setting up Audience Segments.

Remember that only Administrators can create new Audience Segments.

5. Now go to Reporting > Navigation > Scenarios. 6. In the Scenario Analysis container, choose the New Scenario tab.


7. Choose a name for your scenario, such as New Visitor Purchase. 8. Choose the Audience Segment you just created by clicking the checkbox next to it. When you have finished, click

Add New. 9. The left-hand column will then display Radio buttons for what you want to track in your scenario. Select the appro-

priate radio button and click Save to continue. l Here you could choose a watch such as “Made a Purchase.” If you want more detail, you can select a

product (which brings up the search & choose a product popup). l You can even choose “Pageview.” and drill down into the navigation menu until you find the order con-

firmation page for your site. 10. Now click on the scenario name to select the scenario and click "Run". 11. In the right-hand column, Analyzer will now display the navigation path of new visitors through the order process and

give you information about the number of views, drop percentages and similar data about new visitors, including whether any made a purchase or not.

How can I track download results by file extension? Go to Site Analytics > Asset Watches > Content. This will allow you to view Files downloaded, images served and video views.

If you are not receiving reports on certain types of files, contact your developer to ensure that files types such as PDFs, DOCs or MP3s are in the iAPPS file handler to be tracked.

8.1 Site Traffic AnalysisiAPPS Analyzer contains features and reports that allow you to understand the visitor traffic on your website.

Where (and perhaps why) are people leaving my site?Every user will eventually leave your site. In fact, the number of visits should equal the number of exits. However, it’s important to understand for your site what is normal and what should be considered out of the ordinary.The Site Analytics > Traffic > Exit Pages report will provide you a list of where your visitors left your site. It should be expected to have your home page listed first. Since most search engines will (at a minimum) point a user to the home page, you will normally see a much higher percentage of exits from the home page. By tuning your search engine optimization (SEO) for your home page you should notice that this number (as a percentage of total exits) should go down. There may be a situation where a high exit count should be of concern. For example, if you have a hierarchy of pages that introduce product information, you could expect that a user might leave the site after reading the final amount of content that describes the product.If however, you notice that the product introduction page is getting a high exit count, perhaps the content of that page might be redesigned and made more compelling—encouraging a user to click onward instead of leaving the site.

How can I track my paid search performance? The Site Analytics > Visitors > Referrers reports allow you to sort referred visitors, that is, visitors who arrived at your site via another site, by the Search Referrers. To track your traffic from your paid campaigns, use the Campaigns> View All Campaigns menu to set up the tracking. Each channel in your paid campaign has a row in the View All Campaigns screen that lets you track its performance. Referring reports also will allow you to sort between paid and unpaid (organic) searches.

8.1 Site Traffic Analysis


8.2 Questions on OverlaysOverlays can be a common cause of questions.

How Do I Set Up and Use Overlays?iAPPS Overlay Mode provides the ability to view a facsimile of a webpage with its analytical data embossed on top. They should be enabled by default (or in earlier versions of iAPPS by a developer).Overlays show you what links visitors are using on a page.If there are multiple links on one page to the same page elsewhere, Overlay Mode aggregates the data and shows the same value for each link.To view a page with overlays, select the Site Editor menu.If you enter Site Editor from Analyzer, the Overlay Mode will be displayed by default. You can display a page in the Site Editor in one of the following modes by clicking overlay mode icon in the top toolbar:

You can also view a page in overlay mode from the Traffic Report (Site Analytics > Traffic) by right-clicking the page name in the report summary table and selecting View Page in Overlay Mode.

Why don’t I see overlays?If you are getting an error view, you may not have the proper permissions to view overlays. Users must have both Content Manager and Analyzer permissions in order to see overlays. You can check with your local site administrator about per-missions.

Why do overlay links appear without percentages?There is also a maximum number of links that iAPPS can display for performance reasons. If your site has more than 200 links or has very dynamic content, this maximum may have been reached. For example, while the current page might have 50 links, there may be more than 200 links for the reporting period you chose, so not all links on a page are returned. Try refreshing your screen. Some sites use hidden panels in the form of tabs or dynamic functionality. Overlays are only rendered for visible links. You will need to refresh the overlays on tab change.There are different ways to configure overlays during the development of a website. Depending on how the developer added the links, they may need to add additional scripts to the site for all the overlays to be seen. Contact your developer for more information.

Why are the overlay link percentages not equal to 100 percent?Actually, it is very rare that the number of clicks will sum to exactly 100 percent. There are a number of reasons for this.

l The percentages displayed are a percentage of clicks vs pageviews. If a website user visits a page and bounces, they will be calculated in the page views but not the clicks. Many sites have a 20% to 40% bounce rates on some pages causing the percentages to sum much lower than 100%. Crawlers and bots can exaggerate this issue.

8.2 Questions on Overlays


l Not all the links on the page might be included (see the above explanation on maximum links) or be registering. l The page might have been recently redirected and may not match the URL of the menu item that displays the

overlay.

8.3 Troubleshooting Analyzer DataHow to check your results and deal with error messages.

There is some missing data in Analyzer, what could be the reason for this?If data is missing from your reports, it might be that an error occurred and the nightly process did not run to update the data on your site. Don’t worry, the data is not lost! The process just needs to be run. If Bridgeline Digital is your host, contact your program manager. If you are hosting, contact your site administrator.

Why do my reports have references for error pages?If your site was setup with an error page in iAPPS (so you can manage content on the error page) it will automatically be included in site statistics. This might be good information to have in order to fix broken links on your site. On the other hand, it can also be a problem if you are generating errors for minor things like a 404 for a small image on a header that a user does not notice. If you export your reports to Excel, you can use the editing functionality in Excel to edit out error pages.

Why is there no data in Analyzer for Internal Search?If the Internal Search function was not set up when your original site was built out, you will not be able to see any Internal Search statistics. If Bridgeline Digital is your host, contact your program manager. If you are hosting, contact your site administrator.

I set my Reporting Period to go through today. How come today’s data is not included in my reports?The Analyzer database updates overnight. This means that any reported statistics are available up to the day before the cur-rent day, even if you choose the current date as the final day in the Reporting Period.

Why am I seeing home/home in the Page Title column of my Analytics reports instead of home?If you have a menu item called “home” and a page called home then iAPPS Analyzer tracks the page rather than the menu item. To make clear which is being tracked, it labels the page home/home.

8.3 Troubleshooting Analyzer Data


IndexA

Adding

Content Definitions to Library 94Content Items to Library 77Forms 72Image to Image Library 81

Administration Menu 128Marketier 11

Administrator 128-129Alerts 147Analyzer

Troubleshooting Data 175Archiving

Content 78Email template 92

Attributes 95Audience Segments 121, 168Autoresponders

Editing 48AutoResponders 47-48

B

Bot Filtering 167, 172Bounce Rate 121

C

Campaigns menu 127Changing Your Password 14, 128Click-Through Rate (CTR) 121Client IP Exclusions 167Contact Lists 15, 30-31, 45, 57, 63, 65, 69, 114

Adding 66Groups 66

Contacts

adding manually 59importing 60

managing 55modifying 56

Content

Moving/Copying 78Content Definitions Library 93Content Library 76

Adding Items 77Filtering 77

Control Center 124, 147Conversion rate 121Copying

Content 78Custom Reports 147

D

Dashboard 121, 124Data Libraries 139Default Session Time 9, 123Deleting

Image from Image Library 81Direct Entry Page 121Display Libraries 93

E

Editing

Content Items/Properties 78Email

Adding 22archive 21assessing 43clicks 19-20, 43delivered 19, 43Editing 22history 43opens 19, 43response 53results overlay 43templates 89

Index

- 176 - iAPPS Digital Marketing Suite User Guide v.5.2

triggered watch 20, 43Wizard 27, 29-30, 32

Email Editor 37Email Reports 43, 171Email Templates Library 89

adding/editing 90archiving template 92downloading 92making active 92view emails using 92

Entry Pages 121Exit Pages 121, 173Export Setup 171-172External links

adding 111groups

adding 111managing 111

F

File Library 139, 173Files

Deleting 89History/Rollback 88Properties 88Sorting 87Tagging 88Viewing 88

Form Details 72-73Form Fields 74Forms

Designing 74Lead Capture 74

Funnel 143-144

G

Goal-driven marketing 120, 154

Goals

setting up a 154Goals menu 127Groups

adding 101managing 101

I

iAPPS Analyzer 15, 17, 36Image Properties 83Images 83

Editing 84Preview 82Replace 84Sort 80

Inbound/Outbound Analysis 142Inserting Text 39IP Exclusions 167IP Filtering 167, 172

K

Keyword 122

L

Landing Pages 26, 42viewing/editing 53

Login 8, 123Logout

Automatic 9, 123

M

Main Navigation and Menus 9Marketier Contacts 15Marketier Groups

Permissions 102Marketier Users

adding 104managing 103modifying 105

Index


Moving

Content 78

O

Overlays 122, 134, 161, 174

P

PageRank 122Pageviews 122Paid/Unpaid Search 173Passwords

Changing 14, 128Resetting 14, 129

Path Analysis 142Preview Image 82

R

Reports 131Analyzer Custom 147Changing Reporting Period 133Entry Pages 138Exporting 171Internal Search 147Navigation 141-146Pages 138Referring Sites 141Search Referrers 141Variant Site Data 131Visitor 135Watches 147

Responses 47, 53Identifying triggers 49

S

Scenarios 143-145, 172Search Engine Optimization 122SEO 122Site Activity Containers 124Site Editor 126, 174

Smart Recommendations Engine 120-121, 158Statistical Analysis container 131-132, 137, 139, 147Subscriptions

Managing 70re-subscribing 70-71

Switching Sites 10

T

Tag Content 40, 78Tags (Index Terms) 40, 122Threshold 122Top Opportunties container 125

U

Unsubscribe 26, 58, 70Unsubscribe Link 41Uploading

Image to Image Library 81User Profile 11, 14, 128User Roles 106

Analyzer 165Users

Analyzer 165Marketier 103

V

View in Browser 26, 41Viewing Pages Using an Image 81Viewing pages Using Content 79Visit 122

W

Watched Events 15, 17, 20, 43, 122, 147, 161Asset Watches 161response triggers 51Tagged Watched Events 161Top Viewed Watches 163

Workflow

creating 108

Index


deleting 110editing 110managing 108

Index


Documents

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