INTRODUCTIONWelcome to DoctorSender!If you have downloaded our quick guide it means that you're ready to start setting up your email marketing campaigns with us. This manual is an introduction to the platform.

Here you will find the following procedures:

1. Upload your contact list2. Partitions3. Segmentation4. Create and program your Email Marketing campaigns5. A/B testing6. Duplicate campaigns7. Create forms8. Autoresponders (intelligent and recurring)9. Counts (DoctorSender’s Database)10. Interpret the results of the campaigns11. Contact

When you access the platform on top of the home page you'll find five bar charts. These charts will indicate the results of the latest campaigns sent. The blue bars indicate the open rate, the yellow bars indicate the number of clicks and the gray ones the bounce rate. This way you can graphically see the results of your campaigns.

Just below the graph there is a table with basic information about the latest campaigns (name, delivery date, list and number of emails) and the results of total openings and total clicks.

On the right of each campaign there are 3 buttons: Report (complete statistics of the campaign), View in full size preview (see the campaign) and Duplicate Campaign (duplicate the same campaign).

1. UPLOAD YOUR CONTACT LISTBefore you start setting up your email marketing campaigns, you must import your database to the platform. First, log into DoctorSender. Then in the menu on the left, select List / New List.

You will see two fields: List Name (name the list with no spaces nor special characters), and List Type (select between Send List / List for Test). You select Send List when you want to create a new client list. You select List for Test when you create a list to send tests.

To upload a mailing list (Send List) there are 4 possibilities to create the new list.

● Import Database File: Import the database file in (.csv) format.● Connect With Your Database: Import the database to

DoctorSender thru the platform where it's hosted.● Create Query: The database is virtually imported and it will not

belong to DoctorSender.● Create Database Structure: Creates a database from scratch. It

is often used for creating forms.

On the option Import Database File, you only need to import the database in CSV format. Keep in mind that the header of the file must have the title of the fields in the database. You just need to upload the file.

*IMPORTANT: the field email, must be named email. If a client lacks a field, you must leave a space instead. Look at the following example:

As you can see, on the first line you can see the name of the fields (name, last name, email, phone and city). The following rows contain all user's data, each row corresponds to a user. There may be users who do not have all the fields, as the case of the last row, the phone field is empty, that user's phone number is unknown, so a space is left. Each user must have the same number of fields as the header.

The option Connect with your database is a one time import of the database to DoctorSender, that means that if after importing you get new users in your database, these will not be in DoctorSender, so you must import again. That database is physically located on the platform.

Fill in the necessary fields in order to conect DoctorSender to your database.

With the option Create Query a virtual list is created, DoctorSender does not have it physically. The list is synchronized with the SQL platform on which your own database is. If you get new users, these will also be in DoctorSender, so no need to go back up the list.

The Create Database Structure option is used to create a database from scratch. It is commonly used to make a new list from a form.

The email appears as a mandatory field, the field type is VARCHAR. You can add as many fields you need to create your database. To add a new field you must press the green button and it will automatically add a new field. Enter the field name and select the type (VARCHAR, INTEGER, DATE, DATETIME, TIME, BOOLEAN).

● VARCHAR: is a normal field ● INTEGER: for integer numbers● DATE: dates● DATETIME: date and time● TIME: time● BOOLEAN: true or false, 1 and 0 (is typically used for the Double

opt in, 1 if a Double opt in has been perfomed, 0 if the double opt in hasn't been performed)

If you just want to create a list to send the tests you have to select on the type of list (List Type) the option List for Test.

There are two options: Import database file and Create database structure.

● Import database file: you need to upload a file in CSV format. Keep in mind that the header file must have the title of the fields of the database. (IMPORTANT: consider creating a CSV file described above)

● Create database structure: create your test list by hand. Select the fields to create the list.

Enter the fields for each user from the list. In this case the email, name and surname of each. To save and add another user, click Save and Add, to save and end click Save. If you want to modify the fields in the list, click the Edit List Structure button and you'll go back to the previous step.

If you want to modify, eliminate or check the lists go to the left menu Lists/ Show Lists.

A screen will appear with the send list first (Send List) and bellow it the test list (Test List). In this option you can check the total number of users on the list; you can delete the list, download it in CSV format and / or edit it.

* All lists that are uploaded to the platform are of your property and as stated in the contract, we only have access to them for maintenance. Once the relationship ends, we will close the account and lists with personal data of your customers to whom you send email marketing will be destroyed.

2. PARTITIONSDoctorSender allows fragmenting a contact list. It may be useful for large lists.

To fragment a list you should go to the left menu and select Partitions. Choose the list and segmentation (if any). Below you can see the existing partitions (Existing Partitions) of such list and segment (if applicable). At the bottom is the option to create new partitions (New Partitions), which you should name and select the number of partitions that you want from your list (up to 15 partitions).

3. SEGMENTATIONSegmenting lies in forming homogeneous groups based on the characteristics of the contact list. Sending campaigns tailored to each segment will improve your numbers, and therefore it will be closer to achieving the goals you established. It is estimated that campaigns sent by segments get almost 30% more opening and 50% more clicks than general campaigns.

To segment a list with DoctorSender you must go to the menu bar on the left and enter in Segmentation/ New Segmentation.

First you must select the list that you want to segment and name it. The next step is to make a filter in those fields you consider necessary. 3 different columns will appear. The first one with the name of the fields (field name), the second one with the operation we need to segment (operator) and the third one with the value (value) that you want to filter. The Operator column displays a drop-down menu with different options:

● = (EQUALS): to filter by those values that match the field.● > (GREATER THAN): for numeric value.● < (LESS THAN): it's used for numeric values.● NOT IN: it's used to filter all users that do not contain the value you

specify. They have to be exact values.● IN: it's used to filter the exact value.● LIKE: to filter by the content it contains. It uses the % symbol as a

wildcard. If the percentage goes after the value (X%), it will filter those values that start with the given value. If the percentage goes before (% X), it will filter those that end with the specified value. If the percentage is in front and behind the value (% X%), it will filter everything that contains the specified value.

When you finish, click on Create Segmentation.

You can find the segmentations that you perform in Segmentation /Show Segmentations. In this section you can modify the segmentations performed, delete them, or view the number of users in that segment.

4. CREATE AND PROGRAM YOUR EMAIL CAMPAIGNS

To create a campaign go to the menu on the left, Campaigns / New Campaign. In three easy steps, you can launch the campaign to your users.

The first step is to set the campaign (1. Configuration. Configure Campaign).

● Name: give a name to the campaign● Subject: subject line for the campaign.● Sender: email sender.● From Email: You must show the email origin. You can choose to

generate one automatically.● Reply to: an email to reply to. Add the selected email from the

Add New Replay drop down menu. Add the email to the bar that appears next and the email will be saved.

● Link Unsubscribe: enlace para darse de baja del servicio.

● Category: choose the category to which your campaign belongs, there are 26 categories, choose the one that best suits your campaign

● Use Dr Sender Database: choose this option if you are going to use your Dr Sender's database

● DrSender Footer: footer and header to unsubscribe from the list. The link is the unsubscribe link.

● DrSender Mirror: is to add the header “Can you see the images correctly? Open the content on your browser” Clicking on the link will open the email in the browser predetermined by the user

● Language: choose the language that you want the header and footer to be. The available languages are: English, Spanish, Portuguese, French, Italian, Polish and Arabic.

● Use Google Analytics: if you want your campaigns to be automatically labeled with Google Analytics UTM Campaign, select this option. The Name corresponds to the UTM Campaign (as default it shows the name of the campaign), the Term to Term UTM and UTM Content to Content.

Once you fill in the fields click on Create.

Go to the next step, 2. Template. Design HTML Email Template. On this section the campaign is designed.

This step is divided into three different sections: Create or Paste your HTML code here, Email Alternative Text and Select Files or Drag&Drop Files.

Create or Paste Your HTML Code Here will design or paste your HTML code. At the top you will find a panel with the necessary tools to create them from scratch. However, you can paste a HTML already designed. To do so click on Source, at the top left of the toolbar, and paste your HTML code.

*IMPORTANT: when you introduce the HTML you must put the exact name of the image name along with its formatting. For example: 1.jpg. Do not forget to put the alternative text (alternative text) of the image

In the Email Alternative Text section you must enter a version of the text campaign, the content must match otherwise the antispam filters will prompt and your campaign will hit the Spam tray.

The Select Files or Drag&Drop Files section is used to upload images. Failure to put the images will not displayed them on the campaign. To upload the images click the Add Files button (on the left) and select the images you want to upload. The images to be uploaded will be displayed, if you want to upload them all at once, press the center button Upload All Files.

Finally, if you want to display the HTML before moving to the next step click on Upload Html.

If everything is correct, click the “next” arrow. 3. Lauch. Lauch your Campaign. This is the last step to launch the

campaign.

On the first section (Send a Test) you may check the level of spam that your campaign has, on the right of the screen you will see a score, the lower the score the better, if there's any incident it will be shown below the score. Try to correct it and make it come as close to zero as you can.

You can do a test mailing to check that everything works properly, you can do this in two ways:

● Enter the email that you want to send the test to in the Emails field test. You can put more than one email, but they have to be separated by a comma.

● Select a test list (List to Test) that you've created before. (Section 1).

Once you have verified that everything works properly, you can perform the send out or schedule it. To do so, you have to go to the Configure Sending Parameters section.

First you need to select the list you want to send out (List to Send). Once you have selected it, choose that list's segmentation (Segmentation), if any, and its partitions (Partitions). You can also select a shipping volume of the campaign (Volume). And finally, select the speed (Speed ), this will depend on the number of users you have.

If you want to send it right away then you just have to press the Send button that appears at the bottom right. To follow up on the campaign while it's being sent you should go to Campaigns / Campaigns in Progress.

If you want to set the date and time of delivery of the campaign, you must go to Send Date and choose the date and time that you want to perform the send out, time is set in the Central European Time Zone, so if you are sending to users in other countries should take into account the time difference. To finish press the Program button you will find at the bottom right of the screen. Scheduled Campaigns can be found at Campaigns/ Campaigns in Progress.

While campaigns are scheduled or being sent you will find them on the left side menu, Campaigns / Campaigns in Progress. In this section you can pause them or see the results. If you pause the campaign you will see the option to edit the campaign, for the campaign, or to view the campaign.

Once the send out is finished, you will find the campaign in the left menu in Dashboard (if it's among the last 5 completed campaigns) or in Campaigns / Campaigns Finished.

Once the campaign is finished you cannot edit it.

5. A/B TESTING

A/B testing is an essential tool for Online Marketing professionals given its great usefulness. It allows you to create two versions (A and B) of the same campaign each one with a different subject line, sender or HTML. You must choose the variables you want to compare.

The fields to be filled in are the same ones that you fill in when you create a new campaign; you only need to identify the name of the campaign A and the campaign B.

If you want to compare to subject lines (Subject) in step 2.Configure A/B Testing parameters. Set parameters to compare you will see:

● Subject (A)● Subject (B)

Put the different subject lines, the HTML and its creativity and move on to the next step.

If you just want to compare two HTML creatives, you will see two sections, one with Campaign A and one with Campaign B, in which you must enter the HTML for each one with the alternative text of that creativity.

If you are going to compare the Sender in the 2.Configure section A / B Testing parameters section you will see the same option as when comparing the subject lines.

The third step, 3. Switch Users. Configure percentages you have to choose the list (Select List) to whom you are going to send out the campaign and its segmentation (Segmentation) if applicable.

By default you will see that the test will be sent to 25% of your database, you can modify it with the bar that appears at the bottom. Out of this 25%, a half of those users will be sent Test A and the other half test B. The remaining 75% of the base, will be sent the winning campaign.

In the last step (4. Launch. Launch A / B Testing Campaign) you may conduct the Spam Check for campaign A and campaign B. You have the option of sending test emails, inputting the email in the Insert Emails field. In the inbox you will receive the Test A and Test B. Choose the speed (Speed), and if you want, you can schedule it (Send Date) by choosing the date and time sent.

After 24 hours of sending the A / B Testing, we will have enough data to know the winner. You can see the results in the left menu A/B Testing/ Check A/B Testing.

The graph shows the results of the first 24 hours of the A/B test to make it more visible. Just below you will find the results of the opening rate (% Open), click rate (% Click), the conversion rate (Conversion Rate), the chances to win (Chance to Win), the total number of clicks of each campaign (Clicks), and the probability of improvement of the campaign (improvement).

The variable Winner / Looser indicates the winner according to DoctorSender, you can change the winner putting a star on the test you want.

To launch the winning campaign you must confirm the winner by clicking on the Confirm Winner button.

The platform will ask if you're sure you want to send your selected Test (Do you want to select the "name of the campaign" as the winner?). If you are sure click Send to send the campaign, if not click on Cancel.

The campaign will go to Campaigns/ Campaigns in Progress, there you can see how the results are going as the campaign is launched. After the campaign is finished, you can find it in Campaigns/ Finished Campaigns.

6. DUPLICATE CAMPAIGNS

We duplicate the campaign when we want to repeat the same campaign with the same creativity.

In DoctorSender is very simple. You only have to go to the menu on the left, Campaigns / Campaigns Finished.

To duplicate a campaign you need to click on the right button (Duplicate campaigns) from the actions section (Actions).

You will be automatically directed to Editing Campaign where you will see a copy of the campaign. In this section you can modify whatever you want such as the subject, sender, HTML, category mailing list or alternative text, we recommend renaming the campaign to not confuse it with the original. The remaining steps are the same ones as when you create a new campaign.

7. CREATE FORMS

DoctorSender has the option to create subscription forms so you can place them on your website. This will help to enrich your contacts list. Users' data who are registered on this form will be imported directly to the list that you have previously selected. They are very useful to attract new contacts.

To create a form we must go to the menu on the left of the platform, Forms.

First you must select the list that you want to associate the form to (Select List for this Form).

Then some fields will be added Provide your Landing URL, where you must specify the URL of the website where you will add the form, and Double OPT-IN Registration, if you want to send a mail automatically to users who register on your form, as a welcoming email to confirm registration, an offer ...

If you do not check the box Double OPT-IN Registration, simply click the button Modify Form. On the right you will see an HTML (This is the form HTML code), this HTML must be added to the source code of your website. You can remove the fields you want except the email, you cannot add any new fields if they are not in the associated list, nor edit the name of the fields.

Every time someone registers it will be automatically added to the selected list in the first step.

If you select the checkbox Double OPT-IN Registration, at the bottom you will see the configuration of your Double OPT-IN Campaign. To set up your Double OPT-IN you must follow the same steps as when you create a new campaign. The HTML that will appear in the upper right must be entered in the source code of the website where the form will be inserted. The results of the Double OPT-IN will appear on finished campaigns (Finished Campaigns).

8. AutoresponderAn autoresponder is an email that is sent automatically.DoctorSender offers two types of autoresponders:

● Intelligent Autoresponders● Periodic Autoresponders

The Intelligent Autoresponders are those that are automatically launched. A mother campaign is launched and from this campaign an alternative campaign is launched. It will be launched depending on the parameters you select (days, open rate, click through rate,...). They are very useful for sending an alternative campaign when it hasn't had the results we expected.

Moreover, Periodic Autoresponders are those that are sent regularly.

To make an autoresponder you must to go (Autoresponder/ New Autoresponder). The first step is to select the type of autoresponder that you want to have (Periodic/ Intelligent). The rest is the same as when you create a new campaign, both the configuration and the template (1. Configuration/ 2. Template).

The third step in both autoresponders, is selecting the parameters. In the case of Autoresponder Intelligent, in Available Campaigns you need to select the campaign that your autoresponder will be associated to as well as its parameters (Then, set up intelligent autoresponder parameters). In this section you must select how many days after delivery of the campaign you want the autoresponder mother to be sent out, the open, click or always settings (open, click, always), the comparator (greater than >, less than <) and the value at which you want the autoresponder to be launched.

In the case of Periodic Autoresponders, you only need to select the timing of the send outs (Periodicity) you can select daily, weekly, monthly or yearly (Daily, weekly, monthly or yearly). Then you must select the range of dates (Send Date; Finish Date) that you want and time.

The last step is the same as when creating a campaign. DoctorSender gives you the possibility of checking that everything is working correctly by sending a test e-mail to whoever you want (Send a Test/ Emails or List to Test); you can also check the level of spam of the autoresponder.

Finally if everything works correctly you can send a test email by typing the email address where you want to receive it or select a test list (List Test). If everything works correctly, you are ready to activate the autoresponder.

9. Counts (DoctorSender's Database)

In the counts section you can access our database and segment it for your advertising campaigns.

First you must enter a name to identify the segment you want to do and select the country of destination.

Once you select the country, the different targeting options such as age, gender, state, zip code, city, etc will be enabled at the bottom.

At the top right the number of available users in our database corresponding to the segmentation you made will be displayed.

Once the segmentation is done you should keep a count and to do so on the lower right corner you will see a button (Save Count).

When you are going to send the campaign to such segmentation, in the last step of the campaign creation (New Campaign/ 3. Launch), you need to select from the drop-down lists (List to Send) the name that you put to the segmentation . If you don't want to send to the whole segmented list, you should indicate the volume you want to send it to in the Volume field.

As you are launching advertising to our database, we must check that the content is correct and that it complies with data protection laws and it may take a few hours (depending on work schedule).

10. INTERPRET THE RESULTS OF THE CAMPAIGNS

We arrived to the most important part of email marketing: campaign results. Results are represented by real-time statistics generated by users as they receive emails.

Keeping track of this information will help you optimize your campaigns in order to increase engagement and interaction. Results are available once the campaign is sent and completed, and they are made accessible in one of two ways: 1) through the Dashboard on the left menu; 2) through the section Campaigns / Finished Campaigns. In both cases, results are displayed in seven columns: 1) Name (campaign title); 2) Send date; 3) List (list and segmentation used); 4) Amount (number of emails sent; 5) %Opens (campaign opening rate); 6) Clicks% (campaign click-through rate); and 7) Actions (three buttons, from left to right: Report, Preview and Duplicate campaign).

Campaign results can be accessed by clicking the Report button in the actions column.

The first graphic shows the total number of openings (Total Opens) and the percentage in relation to the total number of emails sent (Amount), followed by the unique openings (Unique Opens) and the corresponding percentage. Then, we see the total number of clicks (Total Clicks) and the percentage in relation to the total number of emails opened, the number of unique clicks (Unique Clicks) and the corresponding percentage and, finally, the number of unsubscribes (Unsubscribers) caused by the campaign. Information on bounced emails (Bounced) is also provided. Below the graphics there are two different sets of buttons: one to duplicate the campaign (Duplicate with…) and another one to download lists (Download…). If, for example, we click on the Duplicate campaign button for non-clickers (people who opened the email but did not click), the same campaign will be sent to those users only. By clicking the Download Bounced button, we can download a list of all the bounced emails from that campaign.

The next graphic shows the openings and clicks per day (Opens / Clicks per Day), allowing us to see the evolution of campaign results. Just below, there’s a daily report (Summary per day), represented numerically as it gives information on the date (Date), total openings (Opens) and the number of clicks on that day.

With this information, you can learn more about your users’ tastes and, therefore, tailor each of your campaigns to better suit their preferences.

11. CONTACT US

We welcome your feedback and comments, and we would like to know your more about your needs so we can improve our service. Please contact us through:

● Web Site: http :// www . doctorsender . com / ● Email: info @ doctorsender . com ● Phone: +34 965.524.819