Wednesday, July 23, 2014

Publishing Web Forms on CMS

If you use a Content Management System (CMS) like Word Press or Joomla, you can add an AddressTwo contact form on your website.

Use the CMS IFrame link on the web form screen.  (For .NET CMS systems.... )

Place the I frame link text in the source of a page where you want the form to display.
"<iframe width='400' height='400' src=''></iframe>"

You will get a form like this:

Friday, June 13, 2014

Create a list of contacts that opened a campaign email but did not click on a link

It's important to include a link in your campaign emails to give your contacts a way to engage with you. If you want to find contacts that opened a campaign email but did not click on a link, you can create a list. Then put all the contacts that viewed the email on the list and then remove the contacts that clicked a link.
You will be left with a list of all the contacts the viewed the email, but did not click a  link.

Follow these steps to create a list of contacts that opened an email but did not click on a link.

Step 1 -Create a list under LISTS on the main menu.  In this case 'Did Not Click'

Step 2- Pull up Email results under Campaigns, Manage, Sent , View Report.

Step 3-Find the contacts that have viewed the email and click create query.

Step 4-On the query results,use the 'Use this list'  drop down and choose Global Update.

Step  5-Add the viewers to the 'Did not Click' list with the' Add To List' section of the Global update screen.

Step 6-Go back to the Manage, Sent, View report.

Step 7 Locate the contacts that clicked a link and use the 'Create Query ' link.
 Step 8-On the query results, use the 'Use this list'  drop down and choose Global Update.

Step 9-Remove the contacts from the 'Did not Click' list with the' Remove From List' section of the Global 
update screen.

Step 10 Recall the 'Did Not Click' From the Lists.

Friday, January 17, 2014

Adding New Users

You can add new users under Admin, User Logins.

Each username must be unique across all AddressTwo users. If you add a username that already exists in your account or in another account, you will get a message that looks like this:

The Username you selected already exists. Please click your browser BACK button and try again.

The user name you are trying to add may exist in another Address Two account.
User names must be unique from all Address Two user names.
Please use a different username.

You can assign permissions to users to restrict the capabilities of each user.

Administrators: see all data and change settings
Administrators  are the highest level of permission and can see and do everything in AddressTwo.

Super Users: see all data
Super users can see all contacts but cannot make changes to administrative settings.

Managers: see only their data and subordinate data
Managers can be assigned sub users under the 'Assign sub users' link by their user name.

Restricted: see only their data
Restricted users also can not use global update or export contact data

There is a link to the  abreviated permission list under  the link called 'guide' under user permission.
Administrators: see all data and change settings
Super Users: see all data
Managers: see only their data and subordinate data
Restricted: see only their data
Production: see only projects that they are assigned

Once you add your new users you can send them their user name and password, or they can request their user name and password in an email  with the forgot password tool. On the main screen  by the login form at the top, click the (forgot?) link. This will let you put in an email address, and the user name and password will be sent to the user with that email address.

Monday, October 28, 2013

The Long and Short of Triggered Campaigns

What is a Triggered Campaign?
The short: It's a campaign that can be triggered, silly!
The long: A campaign is a series of emails that are designed to send in a sequence.  Of course, nobody wants to have to remember to send each email in the sequence at the correct interval, so AddressTwo allows you to "trigger"the entire sequence once, and each email is in the queue to deliver at its appropriate time.

Can you give me an example of a Triggered Campaign?
The short: Why, yes I can.
The long: The most common example of a triggered campaign is known as an Autoresponder.  An Autoresponder is an automated email message (or series of messages) that is sent to a person that completes a contact form on your website.  In simple applications, it's merely a message to say "thank you" and perhaps give an indication to the contact as to when and how you will follow up with them.  A more complex application can be demonstrated when you sign up for a free trial of AddressTwo.  Over the course of 14 days you will receive a series of emails (a "campaign") that was triggered automatically when you completed that form.

Why don't you just call it an Autoresponder like the rest of the world?
The short: Because we like to be different.
The long: Because we ARE different. Unlike the "rest of the world" AddressTwo triggered campaigns can be triggered by more than just a web form.  You can trigger it manually, for example.  If you have a follow-up campaign designed for new prospects, after your first meeting you can manually trigger the appropriate follow-up campaign.  Some customers even have programmed AddressTwo to have more customized triggers built in, such as a campaign that triggers each time a project is closed, or any time a new lead is entered by a sales rep.  Any event can serve as the "trigger."

How long or short can a Triggered Campaign be?
The short: 1 to 730.
The long: A triggered campaign can be 1 email long (as in a simple autoresponder) or up to 730 days long, creating campaigns that last for 2 full years. 

Wednesday, August 14, 2013

Creating a Mobile Icon or “App” for AddressTwo on your iphone

“Does AddressTwo have a Mobile App?”  We get this question a lot and as we are working diligently on bringing our customers what they want our app is currently in development.  However, there is a great work around as you await the arrival of our next versions.

How to create a icon of AddressTwo for your iPhone

  1. On your iphone go to your mobile Browser “Safari” in most cases, and in the website address bar enter
  2. At the Bottom of your phone you will see 5 icons.  Click the one in the middle that looks like a square with an arrow pointing to the Right.
  3. Once you click that arrow it will take you to a admin page.  You will want to click on the icon in the middle of your page that says, “Add to Home Screen.”  
  4. From here you should see and AddressTwo Icon created on your home Screen Now
To do a similar process using an Android phone, follow the instructions in this video:

Thursday, March 21, 2013

Email Template Font Format

To format a paragraph click on some text in the paragraph. Then click the "p" or "span" html element in the list at the bottom of the html editor.

This will highlight the paragraph and you can select the font style and size. Do not try to highlight the entire text by clicking and dragging over the text. This will only set the font on one element, and there may be more than one paragraph in the text. Each paragraph should be formatted individually.

If a font is not selected, the  font options at the top will say "font" and default font will show up on the email after its sent. The default font for the email recipient may be different than the default font in the email designer. This can cause the email to appear with different fonts than you intend, so be sure to format each paragraph individually.

Wednesday, March 6, 2013

Support Tickets

You know how every time you ask us a question, when we answer via email you always see "[Ticket #0000]" in the subject line?  What's that all about?

I'll tell you.  Last year we developed a tracking system built as a plugin for AddressTwo to keep track of support tickets from users like you.  It works quite well, and now we want to let you know that you can use it, too.

What is it good for?
  • Giving a support@ email address or a website form to funnel all customer support issues through one channel of communication.  
  • Tracking all open issues within a date-stamped queue to make sure that no questions go unanswered.
  • Keeping a history of customer support issues associated to each contact.
  • Assign tasks and record notes on open issues, or "tickets" as we call them, so that everyone on your customer support team can know what's taken place with a given customer.
How do you get it?  Go to Admin >> Modify My Plan and you can select the Ticket Tracking plugin from the menu there.  It will add $15/mo. to your rate.