Getting Started

Getting started guides.

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Getting started with APSIS Pro


 

1. Create a mailing list

Click the New  icon under the Recipient section of the main menu. You will enter the Settings tab of the new mailing list where you should enter three main settings: the name of the mailing list, the sender name and the sender email address.

 

 

 2. Import addresses to your mailing list

Open the Add tab inside the mailing list and select the import option Import from Excel or CSV. Then upload your file with email addresses.

 

 

 3. Subscriber messages

Click the Recipient settings  icon in the Recipients section of the main menu. In the tabs namedMessages and Header/Footer you can choose to customize the messages sent out at subscriptions, unsubscriptions, tell-a-friend etc.

 

 

 

4Create a newsletter

Create a new newsletter by clicking the Newsletter tab in the Content section of the main menu. Click the New  icon, and start creating your newsletter. Remember to also create a text version of the newsletter.

 


 5. Create a preview/spam report

In the Preview / Spam report section of the main menu you are able to test the deliverability of your newsletter by sending out test mails to different email clients that will show how the newsletter is going to be displayed in the different email clients.

 

Open the report from the preview / spam report to view the results from the test sendings, preview the newsletter in the different email clients, see if they have been classified as spam and put in the junk mail, or if they have passed the spam filters and ended up in the inboxes of the different email clients. View the spam report to get information about what you might have to change in your newsletter in order to minimize the risk of getting your newsletter classified as spam.

 


 6. Make a proofreading sending

A good rule is to always make a proof sending to yourself, a colleague or one of your proofreading lists, before sending the newsletter to all your recipients. In your newsletter editor, you are able to make a test sending to proofreading lists or single recipients. The mailing lists that you have checked as proofreading lists when you created your lists will be displayed in the list over proofreading lists in the newsletter editor. You are also able to make test sendings from the Send tab in the main menu.


 

 7. Send the newsletter to a mailing list

Open the Send tab in the main menu in order to schedule and send the newsletter to your mailing list or a single recipient.

 

Please note that most links (dynamic texts) in the newsletter will be inactive when you send the newsletter to a single recipient. Please view sendings to single recipients as test sendings regarding the layout of the newsletter.

 

 8. View the report from your newsletter sending

Immediately after the newsletter has been sent to the mailing list, a report from the sending will be generated. In the report you will be able to view detailed information about the deliverability of the newsletter, and the activity of your subscribers. Click on the name of the newsletter in the Reportssection in order to view your report.

 
» Create a mailing list
 
1. Click the New icon  under the Recipients section of the main menu.

2. You will enter the tab called Settings. Fill in the three primal settings for your mailing list:
  • Name - The name should preferably be a name that works both internal and for your customers when you later on will use the mailing list name in your subscription form and unsubscribe form.
  • Sender name - The sender name will be displayed as the sender of the newsletter when your recipients receive their mail from you. Writing the company name, e.g. APSIS or the company name and newsletter together e.g. APSIS newsletter, tends to give good results.
  • Sender email address - The sender email address is the address that will be displayed as the sender address of the newsletter when your recipients receive their mail from you. Those who wish to reply on your newsletter will reply to this address. To avoid problems with spam filters, this should be a valid address. To avoid missing important emails it should also be an email address that you have access to.
Please note that using a sender address of your own domain, e.g. info@yourdomain.com without authenticating the APSIS Pro server as an accepted sending server for this email address, might affect the deliverability of emails sent to your own company’s email addresses.
 
Description - In this text box you can write a description for the mailing list. This description willnot be displayed to the subscribers.
  • This is a proofreading list - Check this option if you want the list to be used as a proofreading list. The list will automatically be checked as a hidden list under Advanced settings, which means that it will not be displayed to the subscribers, e.g. in subscription or unsubscription forms.
 
 
 
3. Click the Save button to save your mailing list settings, or check the alternative Show advanced settings in order to make further settings for the mailing list.
 
 
» Advanced settings
 
 
 
 
Check the alternative Show advanced settings to display the advanced settings for your mailing list.
 
  • Character set – Use this setting to make sure that you message is delivered in a format that is readable by all your subscribers. If you want a specific character set use “ISO-8859-1” for European characters and for US use “US-ASCII”. "UTF-8" uses Unicode which has started to replace ASCII, ISO 8859 and EUC at all levels. It enables users to handle practically any language used on this planet.
  • This is a hidden list. It should not be visible to subscribers – Check this option if you want the list to be hidden for your subscribers, e.g. in your subscription and unsubscription forms. If you have checked the option "This is a proofreading list" the list will automatically be checked as a hidden list.
 
 
 
Auto-send newsletter to new subscribers
Use this setting to send out a newsletter to all new subscribers added to the mailing list. You can choose to always send out the latest newsletter (sent to the mailing list) or select a specific newsletter.
 
 
 
 
Auto-send SMS to new subscribers
Use this setting to send out an SMS to all new subscribers added to the mailing list. You can choose to always send out the latest SMS (sent to the mailing list) or select a specific SMS.
 
 
 
 
Limited subscription
Check this option if you want the subscribers to receive a limited number of mailings. This option can be used for subscribers who pay for their subscriptions (e.g. if they have a three or six month long subscription).
 
 
 
 
Subscription/Unsubscription messages
When a subscriber has completed a subscription /unsubscription form the subscriber will receive a confirmation message in their web browser. Check this option to include your header and footer on the page of this confirmation message.
 
The HTML code for the header and footer can be created/edited under Recipient Settings » Header / Footer .
 
 
 
» Create a preview / spam report

1. Click the New icon  in the Spam preview / spam report section of the main menu to create a preview / spam report.
 
 
 
 
2. Select the newsletter you want to test and what profile of email clients you want to use for the tests:
 
 
Desktop clients: Web clients: Mobile clients:
Lotus Notes 8 Gmail (Explorer) Android 2.3*
Outlook 2007 Yahoo! Mail (Explorer) Android 4.0*
Outlook 2010 AOL Mail (Explorer)* BlackBerry 4 OS*
Apple Mail 5* AOL Mail (Firefox)* BlackBerry 5 OS*
Apple Mail 6* Gmail (Explorer)* iPad*
Lotus Notes 6.5* Gmail (Firefox)* iPhone 4S*
Lotus Notes 7* Outlook.com (Explorer)* iPhone 5*
Lotus Notes 8* Outlook.com (Firefox)* Symbian*
Lotus Notes 8.5* Yahoo! Mail (Explorer)* Windows Phone 7.5*
Outlook 2000*    
Outlook 2002/XP*    
Outlook 2003*    
Outlook 2007*    
Outlook 2010*    
Outlook 2013*    
Plain Text*    
Thunderbird 3.0*    
Thunderbird latest*    
Yahoo! Mail (Firefox)*    
 
 
* Only included in the extended version  of spam reports. Please contact your APSIS contact if you want to order the extended version of Spam Report. 

 
 
3. Then click the Create preview button to start the spam preview test.
 
It will take between 5 – 30 minutes before you will receive the results from the test sendings. In theSpam preview / spam report section of the main menu you are able to see how many results have been received. Click on your newsletter to open the spam preview report.
 
 
 
 
» Read the preview / spam report
 
Preview
In the Preview tab you can preview how the test newsletter was be displayed in the different mail clients.
 
 
 
 
The different mail clients are arranged in tabs:
  • Desktop – Desktop mail clients (e.g. Outlook, Lotus)
  • Web – Web mail clients (e.g. Gmail, Hotmail, Yahoo)
  • Mobile – Mobile clients (e.g. Blackberry, iPhone)
 
Screenshot of the mail in the preview window of the mail client (with images downloaded)
Screenshot of the mail in the preview window of the mail client (with images blocked)
Screenshot of the mail when it has been opened in the mail client (with images downloaded)
Screenshot of the mail when it has been opened in the mail client (with images blocked)
 
 
Deliverability
In the Deliverability tab you will be able to see the report from SpamAssassin and the spam test results from the email clients you included in your preview/spam report:
  • Passed – The email passed the spam filter of the mail client and ended up in the inbox.
  • Failed – The email did not pass the spam filter of the mail client and ended up in the junk mail.
 
In the SpamAssassin report you can see your scores which can be positive or negative, with positive values indicating spam and negative indicating that your email is not a spam message. The higher the score, the higher the probability that your email message is spam (Failed). The minimum score for spam is 5. Any score below 5 will indicate that your email is not a spam message (Passed).
 
 
 
 
If your email failed to pass the spam test, you can click the SpamAssassin report to view the spam scores. You might get some hints of what to change in regards to the content, text version, subject, images etc. of your email.
 
Check list – Avoid your email being classified as spam:
  • Check the length of your subject line. Keep it under 45 characters, including spaces.
  • Check if the subject line is being repeated in the text of the mail. Repeated text may be looked at as spam.
  • Check words that are outlined with bold texture, this may be looked at as spam.
  • Check if the text is larger than default. Large font sizes may be looked at as spam.
  • Check if there is a balance between images and text in the newsletter to the degree that you have image-text-image-text and so on. Too many images and large images may be looked at as spam.
  • Check if offers are written in the text (sale, offer, rebate, %-sign). Especially in Danish; rabatt,tillbud, %.
  • Remove any Lorem ipsum-text in the mail. This standard text may be looked at as spam.
  • More than 500 signs in a module may be looked at as spam. However this is an issue that we are working on to solve.
  • Many e-mail clients react on advanced HTML code. Do not use Javascript or advance HTML forms in your mail.
 
Words that may be looked at as spam:
  • Win
  • Free
  • The % included with a number
  • Discount
  • XXX
  • Natural
  • 100%
  • Completely
  • Totally
  • All
» Create a proofreading list
 
It’s always good to have at least one proofreading list on your account which you can use to send out proofreadings of your newsletters to yourself and/or a couple of colleagues.
 
Your proofreading lists will always be available in the Settings tab of the newsletter editor where you create your newsletters. This enables you to send test sendings to your proofreading list directly from the newsletter editor.
 
You create a proofreading list the same way you create a regular mailing list, with the exception that you also have to check the proofreading option in the advanced settings of your mailing list. When you select that the mailing list should be a proofreading list, the list will automatically be checked as a hidden mailing list, meaning that it will not be visible to your subscribers (in your subscription / unsubscription forms).

1. Click the New  icon in the Recipients section of the main menu.
 
2. You will enter the Settings tab of the mailing list where you should enter the:
  • Name – The name of the proofreading list.
  • Sender name – The sender name used for sendings to the proofreading list.
  • Sender email address – The sender email address used for sendings to the proofreading list.
  • Description – In this text box you may enter a short description about the proofreading list (optional).
 
 
 
3. Check the option This is a proofreading list, then hit the Save button.
 
 
 
 
4. By checking the option Show advanced settings you will be able to edit other settings for the mailing list. Here you will find that the proofreading list has automatically been checked as a hidden list, meaning that it will not be visible for your subscribers (e.g. in subscription / unsubscription forms). You may at any time go back and change this setting.
 
 
 
 
» Send a proofreading test mail
 
After you have created the proofreading list, it will be available in the Settings tab of your newsletter editor every time you create/edit one of your newsletters. This enables you to send test mails to the proofreading list directly from the newsletter editor.
 
 
 
 
After you have sent a test mail to the proofreading list, a delivery report will be available in the Reportssection of the main menu.
Creating a correct import file: Excel

 
In order for the import of subscribers to function smoothly, it is important that the import file is created in a correct way. Below follows instructions on how your import file should be created.
 
 
 
  • Headers - You must include headers for all columns that contain any value (demographic data) that you want to import, such as EmailNameCountryCode and Mobile Number. Put each header in a separate column in row 1. The header should only contain the characters a - z and numbers, no special characters or blanks.
  • File name - The file name should not contain any blanks or special characters: &*\/?"<>|~()!'^.
  • Enter one subscriber per row - Each subscriber should be entered one per row. The Excel file should not contain any empty fields for email addresses other than last in the list.
  • No auto formatting - The file should not contain any auto formatting. Please clear your Excel file from any formatting.
  • File size - The file should be no larger than 8 megabyte (Mb).
  • Country code - When you import mobile numbers (for SMS sendings) you also need to import the country code for the mobile number. Without it, there might be a risk of the SMS messages failing to reach the subscribers.
Accepted formats: 
0046
046
+46
46
 
  • Mobile number
Accepted formats: 
0702342325
702342325
070 234 23 25 (blanks are ok)
0702-342325 (hyphens are ok)
 
  • Date / date of birth
Accepted formats: 
yyyy-mm-dd
yyyy.mm.dd
mm-dd-yyyy
mm.dd.yyyy
Creating a correct import file: Access

 
In order for the import of subscribers to function smoothly, it is important that the import file is created in a correct way. Below follows instructions on how your import file should be created.
 
 
 
  • Headers - You must include headers for all columns that contain any value (demographic data) that you want to import, such as EmailNameCountryCode and Mobile Number. Put each header in a separate column in row 1. The headers should only contain the characters a - z and numbers, no special characters or blanks.
  • File name - The file name should not contain any blanks or special characters: &*\/?"<>|~()!'^.
  • Enter one subscriber per row - Each subscriber should be entered one per row. The Access file should not contain any empty fields for email addresses other than last in the list.
  • File size - The file should be no larger than 8 megabyte (Mb).
  • Country code - When you import mobile numbers (for SMS sendings) you also need to import the country code for the mobile number. Without it, there might be a risk of the SMS messages failing to reach the subscribers.
Accepted formats: 
0046
046
+46
46
 
  • Mobile number
Accepted formats: 
0702342325
702342325
070 234 23 25 (blanks are ok)
0702-342325 (hyphens are ok)
 
  • Date / date of birth
Accepted formats: 
yyyy-mm-dd
yyyy.mm.dd
mm-dd-yyyy
mm.dd.yyyy
Creating a correct import file: CSV

 
In order for the import of subscribers to function smoothly, it is important that the import file is created in a correct way. Below follows instructions on how your import file should be created.
 
 
 
  • Headers - The first row of the CSV file should be used as the row for your headers. A header should be included for all your values (demographic data) that you want to import, such asEmailNameCountryCode and Mobile Number. Separate each header with a comma. The headers should only contain the characters a - z and numbers, no special characters or blanks.
  • File name - The file name should not contain any blanks or special characters: &*\/?"<>|~()!'^.
  • Enter one subscriber per row (in one cell) and separate each value with a comma - Enter one subscriber per row, where each value is separated with a comma. If you are creating your CSV-file in Excel, all the headers should be entered in the first column (A) and the subscribers should be entered in the following cells below.
  • File size - The file should be no larger than 8 megabyte (Mb).
  • Country code - When you import mobile numbers (for SMS sendings) you also need to import the country code for the mobile number. Without it, there might be a risk of the SMS messages failing to reach the subscribers.
Accepted formats:
0046
046
+46
46
 
  • Mobile number
Accepted formats:
0702342325
702342325
 
  • Date /  date of birth
Accepted formats:
yyyy-mm-dd
About: Demographic data

 
Demographic data is defined as the information you can store about each subscriber, except for name,email addresspasswordmobile number and country code which are default standard parameters in APSIS Pro. Demographic data is the main factor for creating personalized content in your email marketing sendouts.
 
 
Example:
An online footwear store might use the demographic data fields “gender” (male/female) in order to send relevant offers to its customers. The information stored can be used in filters which can be applied on modules in newsletters to segment which content the recipients should get depending on which values they have stored in their demographic data. You may for instance apply a filter for women on the content modules in your newsletter that concerns women’s shoes, and likewise a filter for men on content modules concerning men’s shoes.
 
 
It is up to you to decide what kind of information you want to store about your subscriber. You have by default 25 fields at your disposal. Each one of these can store different kinds of information about each subscriber. (Max 500 characters per data field can be saved for each subscriber). Once you have created your data fields, they will be available in the import process when importing subscribers to a mailing list. If you have details (in addition to the email addresses) about your subscribers in your import file you can match the data from your file with the demographic data fields you have created in APSIS Pro.
 
 
Importing subscribers with demographic data
If you already possess demographic data about your subscribers that you wish to import together with your subscribers’ email addresses, you should place each type of demographic data in a separate column of your Excel file (comma separated in CSV). The headings for each type of data should be entered in the first row and the subscribers and their values should be inserted in the rows below:
 
 
 
 
Note that you always have to include the subscribers’ email addresses in one of the columns of your import file in order for the import to work. The subscribers’ email addresses are used as subscriber ID’s making sure your imported values are being connected to the right subscribers on the account.  
 
Prepare your import by creating the demographic data fields you want to have on your account before importing the subscribers. During the import process you will match these fields with the demographic data (headings) from your import file.
 
 
 
 
Creating demographic data fields to collect demographic data
If you only have information about your subscribers’ email addresses and perhaps their names, then creating demographic data fields on your APSIS Pro account is a great way to start collecting demographic data about your subscribers.
 
Start by deciding what kind of data you want to collect about your subscribers; first names, last names, birthdates, genders, postal addresses, phone numbers etc. Think about what data you can use to improve your email marketing. You can save whatever data you like (each subscriber can store information up to 500 characters per demographic data field).
 

Ways of collecting demographic data in APSIS Pro
In APSIS Pro you can use your subscription form(s) and the update subscription form##UpdateMySubscription## to get your subscribers to add/edit their demographic data and subscriptions. You may also use our Survey tool to create surveys where you let the subscribers (respondents) provide you with information. The information can be directly sent from their incoming answers and placed into selected demographical data fields on your account.
 
 
Using demographic data in text
You can use your demographic data to personalize the text content of your emails and SMS. For example, if you have saved your subscribers’ first names in a demographic data named “FirstName” you can use the parameter of this data in your text content like this: “Hi ##FirstName##”. When sending the email to a mailing list, the system will get the data saved in this field and replace the demographic data field with the subscribers’ first names. Subscribers on the list who do not have any data saved will only receive the text “Hi”.
 
 
Using demographic data in filters
You can create filters based on your demographical data. Filters allow you to define different types of recipients that you can provide with different messages. E.g. you can create a filter selecting women inLondon. Filters can be applied in most features in APSIS Pro. They allow you to segment both recipients of your mailing lists and contents of your newsletters based on the subscribers’ demographic data and/or history of actions. Filtering features are found in mailing lists, when creating module based newsletters, when scheduling sendings, when handling reports, events, triggers and more. You can create unlimited number of filters on your account.
 
Filters can be based on:
  • Demographic data
  • Clicks
  • Opens
  • Dates
  • Filters
  • Surveys
  • Clicks (triggered email)
  • Opens (triggered email)
 
A filter may also be based on many different statements, e.g. women in Sweden who have opened newsletter x and clicked the link x.
 
 
 
 
Read more » About: Filters
 
 
Using filters based on demographic data to segment content in module based newsletters
If you want to send out a newsletter where some of its content should be displayed to only a segmented part of your subscribers, you can apply a filter (based on the demographical statements you want to use) on each of these modules. The filtered modules will only be included in the newsletter of those subscribers who match the filters applied. Modules in the newsletter which have not been applied any filters will be displayed to all subscribers.
 
 
 
 
Using demographic to segment a sending
If you want to send out an email or an SMS to only a segmented part of your mailing list, e.g. only to the women on your mailing list, you can apply a filter based on these demographical statements when selecting the mailing list for your sending. When the email / SMS is sent, it will only be sent to the subscribers on the mailing list(s) who matches the filter. It works perfectly fine to combine filtered content (modules) in the newsletters with filtered sendings.
 
 
» Import subscribers from an Excel or CSV file
 
In this guide you will learn how to import subscribers from an Excel file or a CSV file to a mailing list.
 
This requires that you have already created an import file (Excel or CSV) containing your subscribers and, if any, demographic data. In order for the import to work, the file needs to follow a certain structure. Please look at our guides below on how to create a correct import file.
 
1. Open the mailing list you want to import your subscribers to.

2. Click the Add tab in your mailing list and select the method for import named Import from Excel, Access or CSV.





3. Click the Browse button and select the Excel or CSV file you want to import.

4. Then click the Go to step 2 button.





5. In step 2 you should match the columns in your address file against the available data fields on your APSIS Pro account. To the right you will find your import file's column headings and to the left are the demographic data fields you have previously created in APSIS Pro account. To match the columns, click on a column heading to the right and drag it onto a corresponding demographic data field to the left.

If you are importing from an Excel file, you need to first select the Excel sheet you want to import from.





6. Click the Go to step 3 button.

7. In step 3 you are offered some choices on how to handle email addresses already present on the mailing list or on your account:


 
  • Subscription format - Choose whether the subscribers by default should receive HTML based (i.e. with images and formatting) or text based emails.
  • Update subscriber data - Check this option if you want to update any demographic data for existing subscribers.
  • Clear the list before import - Use this option with caution. With this option checked, you will erase all previous data on this mailing list. This action cannot be undone. After deleting all subscriber data, the list will be updated with the new subscriber data from the import file.  All previous subscribers on the mailing list that are not on the import file, nor subscribers on any other mailing list on the account, will be moved to the list of Subscribers without subscriptions.

    Read more » About: Subscribers without subscriptions
  • Disable duplicate check - Check this option to allow import of duplicate email addresses on the mailing list.

8. Finally, click the Import button.

The import of subscribers will now be placed in a queue and started shortly. An icon  next to the mailing list will indicate that the import is queued.  Update your web browser (Hit F5 on PC, or Command + R on Mac) to see the current status of the import.
 
 
 
 
After the import has been completed, an import summary will be available. Click the icon  next to the mailing list in order to view the summary.
» Create a newsletter
 
Create your newsletters with module based templates. Fill the template with your different modules with various layouts for images, text and links. Using module based templates enables you to build professional and effective newsletters in no time without any knowledge of HTML. The templates and their modules are easy to use, flexible and with the conditions to make your newsletters display well in different e-mail clients.
 
 
Please contact your APSIS contact if you want to order a module based template or additional modules to an existing template. If you don’t know who your APSIS contact is, please contact APSIS support at support@apsis.com.

 
1. Create a new newsletter by clicking the New  icon in the Content section of the main menu.
 
2. In the first pop-up window, select Newsletter.
 
 
 
 
3. In the second pop-up, select the newsletter template you want to use.
 
4. Then click the Create from template button.
 
 
 
 
You will now enter the newsletter editor. To the left you will find all your available modules and to the right you will find the newsletter template with (if any) preset modules.
 
 
 
 
Placeholders
The template consists of different placeholder with different widths for the different modules that you have. Each placeholder can withhold as many modules as you like. If a placeholder is completely empty a light-blue image will indicate this:
 
 
 
 
Example:
A standard template always consist of 4 placeholders:
 
1 - For modules that are 600 px wide (Preheader) with a gap down towards the header.
2 - For modules that are 600 px wide (Header & Menu).
3 - For modules that are 560 px wide (all content modules) with a 20 px wide frame on each side.
4 - For modules that are 600 px wide (Footer).
 
 
» Add a module to the newsletter
 
 
1. Add a module to the template by dragging the module from the left-hand menu and dropping it into the template on the right.

Each module can be inserted as many times as you like. You can change the position of the modules by moving them around in the template.
 
 
 
 
Modules in the wrong placeholder?
If a module of a certain width is placed in a placeholder of another width, you will immediately see that the newsletter template “looks out of shape” meaning that the module has been placed in the wrong placeholder. Simply drag and drop the module to the right placeholder.
 
 
» Edit the content and settings of a module
 
Once you have inserted a module into your template, click on any content inside the module that you wish to edit. The Edit tab on the left-hand menu will be displayed where you can make your changes. You are able to edit text, images and links, provided that this has been prepared when the module was created. All changes will continuously be auto-saved by the system.
 
 
 
 
Module settings
You can also create a copy of the module, apply a filter or lock the module for all your light-accounts:
  • Copy – Create a copy of the module. The copy will be placed right below the original module in the newsletter.
  • Delete – Delete the module from the newsletter.
  • Lock – Lock the module in order to disable editing on light-accounts.
  • Filter – Apply a filter on the module. When the newsletter is sent to a mailing list, the module will only be displayed for the recipients matching the filter.
 
 
 

 
» Edit text
 
 
1. Click the text you would like to edit. A text editor will be displayed in the Edit tab.

2. Enter your text in the text box.
 
 
 
 
3. Make any part of the text bold, italic, underlined or linked. Mark the text and use the text editing buttons above the text box.
 

4. Add dynamic content, such as demographic data, function parameters or social media links, into your text by clicking the Dynamic content button and selecting a parameter from the list.
 

Example:
If the newsletter is sent to John; "Hi ##SubscriberName##!" will be exchanged to the subscriber’s real name when the newsletter is sent, and it will look like this in the subscriber’s newsletter: "Hi John!" provided that this subscriber data has been saved on your account. If no subscriber data has been saved, it will look like this; “Hi !”.
 
 
» Edit links
 
 
1. Click the link you would like to edit. A link editor will be displayed in the Edit tab.
 
 
 
 
2. Enter a link URL and a link text:
  • Link destination URL- This is where you enter the web address for the link. For example: http://www.apsis.com
Tip:
If you have the Pages or Survey add-ons activated on your APSIS Pro account you can link to one of your pages or surveys by selecting one of them from the drop-down list.
  • Link text - The link text is the text that is clickable. For example: Read more...
  • Anchor name – If you want to create an anchor on the link then enter the anchor name here. Learn how you create an anchor link from a text/link/image to the anchor, by reading the guide about creating anchors and anchor links.

 
» Edit images
 
 
1. Click the image you want to edit. An image editor will be displayed in the Edit tab.
 
 
 
 
2. Click the Image gallery  button to select an image from your image gallery, or type in the image URL directly into the text field.
  • Image hosting URL - The web address of the image. In other words, the image needs to be uploaded on the web. If you don’t have the Image gallery add-on activated on your account, you need to have access to a webserver where you can upload images on the web.
  • Image destination URL - Make the image clickable by adding a link to a web address. For example http://www.apsis.com
  • Width - The width of the image (in pixels).
  • Height - The height of the image (in pixels).
  • Align - The alignment of the image inside the module’s image placeholder tag. If the image is smaller than the placeholder inside the module, you can justify the alignment (LeftCenter orRight).
  • Image text - Use the image text to name/describe your image. If a subscriber has not yet chosen to download the images of the newsletter, the image texts will be displayed instead.
 
Widgets
If you have the add-on Widgets activated on the account you can turn the image to a widget.  There are many different widgets available in the newsletter editor that allows you to add RSS feeds, weather reports, the latest posts on different social media networks and more.
 
 
» Create a text version of the newsletter
 
To facilitate the deliverability of your newsletter and decrease the risk of the newsletter getting stuck in the recipients spam filter, it is important to create a text version of the newsletter.

The text version will be displayed to those subscribers who have their email clients set to only display emails in text versions, and to those who have email clients that do not support HTML based emails. Please note that the text version cannot be filtered. Only one version will be used for the subscribers, no matter filters used on modules in the newsletter.
 
Allow these subscribers the possibility to view the HTML version of the newsletter on the web, by including this link in the text version: ##WebVersion##.
 
 
 
 
1. Create the text version of your newsletter in the Text version tab. Type in your own text version or create an auto-generated text version by clicking on the Auto-generate button.
 
2. Remove any “strange characters” from your text version such as: Em dashes (─), copyright symbols (©), trademark symbols (™) etc.
 
3. Click the Save button.
 
 
» Create a Mobile Headline for the newsletter
 
If you open the Mobile Headline tab and check the option Use Mobile Headline you can create a call-to-action message that consists of a clickable image (or widget, if you have the Widgets add-on activated on your account). The image will automatically be displayed instead of the regular newsletter for recipients opening the newsletter on their iPhones or Android phones*. The Mobile Headline image can be linked to a website, a phone number or an email address which is activated when if the recipient clicks the image.
 
The use ofMobile Headlines is especially suitable for newsletter campaigns that are informative and action-oriented with a clear message, since the Mobile Headline image always is linked to a specific call-to-action link.
 

 
 
 
* The Mobile Headline is supported by the native email clients of iPhone and Android (not the Gmail Android app). Other phones will receive the regular newsletter.
 
 
» Preview the newsletter and simulate subscribers
 
In the Preview tab you will be able to preview the entire newsletter. If you have included dynamic content and/or filters on your modules, you will be able to simulate what the newsletter will look like for specific subscribers.
 
 
Please note that some email clients may interpret the letter's HTML code according to their own standards. In order to preview what the newsletter will look like in different email clients, you can carry out a preview / spam report. By doing so, you will also run a spam test on your newsletter showing the deliverability of the newsletter – if it has met the requirement of the different email clients and passed the spam filters, or if the newsletter has ended up in the junk mail.
 
 
Options in the Preview tab
  • Show all – Show the entire newsletter with all modules included (no matter filters).
  • Use filter – If you have applied filters on any of the modules in the newsletter, you can simulate what the newsletter will look like (which modules of the newsletter will be included) for a subscriber matching the selected filter.
  • Simulate subscriber – If you have included any demographic data parameters in the newsletter, you can simulate what the newsletter will look like for a specific subscriber when the parameters have been replaced by real subscriber data.
  • Show HTML– Display the HTML code of the newsletter in a text area of the Preview tab.
  • Permalink –The permalink is a public link to a preview version of the newsletter. Send the permalink to a colleague who doesn’t have access to your APSIS Pro account. If you make any changes in the newsletter your colleague will be able to see the changes by updating the browser where he/she has opened the permalink.
Note! Do not use the permalink to publish the newsletter to any website or social network.
 
 
 
 

 
» Settings for the newsletter
 
General settings
This is where you can edit the general settings for the newsletter.
 
 
 
 
1. Select which subject line you want to use for your newsletter:
  • Use newsletter name as subject line – Keep this option checked to use the newsletter name (displayed in the text field above the newsletter in the editor) as subject line.
  • Filtered subject lines – Check this option if you want to use alternative subject lines for subscribers depending on which filters the subscribers match. You may for example have one subject line for subscribers in Sweden, one subject line for subscribers in Norway and one subject line for subscribers in Denmark. Subscribers who don’t match any of the filters used for the alternative subject lines will get the default non-filtered subject line of the newsletter.
 
2. Select the tracking options to apply for the newsletter when sent to a mailing list. No matter what option you choose a report with the delivery results will always be generated:
  • Tracking - Select this option if you want link-tracking on the links in your newsletter. A complete report with the delivery results and link statistics will be generated each time the newsletter is sent to one or multiple mailing lists.
  • No tracking - Select this option if you don't want any link-tracking on the links in your newsletter. A report with only the delivery results will be generated each time the newsletter is sent to one or multiple mailing lists.
  • ROI - Select this option if you want link-tracking (and ROI tracking) on the links in your newsletter. A complete report with the delivery results and link statistics will be generated each time the newsletter is sent to one or multiple mailing lists. Note! In order for the ROI tracking to work you to have the ROI add-on activated on your account.
 
The button in the General settings section allows you to:
  • Copy newsletter - Create a copy of the newsletter.
 
 
Publish to light-accounts / sub accounts
Settings for publishing the newsletter to light-accounts and sub accounts. Please note! Remember to lock those modules in your newsletter that you do not want to allow your light-accounts to edit beforepublishing the newsletter.
 
 
 
 
1. Select the light-accounts and/or sub-accounts you want to publish the newsletter to from the drop down lists.
 
2. Then select additional settings for the publishing of the newsletter. These settings will only be applied on light-accounts:
  • Last date to send out – Select a date if you want to set a last date for when the newsletter should be allowed to be sent from your light-accounts.
  • Allow unlimited number of sendings – Select this option if your light-accounts should be allowed to send the newsletter unlimited times.
 
3. Finally, click the Publish button to publish the newsletter to the light- and/or sub accounts you have chosen.
 
 
External statistics
This is where all your activated tracking groups will be displayed. Click on a group to change the values of the different tracking keys. Edit your tracking groups under Account » External statistics.
 
 
 
Test sending
Send out test sendings to single recipients or proofreading lists on your account. Please note that test sendings made to single recipients will not generate any reports. However when making a test sending to a proofreading list, a report will be generated.
 
 
 
 
1. Select to whom you want to make a test sending to:
  • Proofreading list - Select this alternative if you want to send out a test mail to one of your proofreading lists. This requires that you have created at least one proofreading list on your account. Select one proofreading list or press Ctrl-button to select multiple lists.
  • Single recipient - Select this alternative if you want to send a test mail to a single subscriber. Enter the email address in the text box.
 
2. Then click the Send button.