Thank you for choosing the One and Ubivox email marketing and newsletter service.
In this guide, we will walk you through the basic steps in order to get to use system properly. Currently this guide and all other guides are only in English. However all shortcuts and menus are placed exactly the same places despite what language you’re using.
What you see before you at first login is the dashboard, currently there’s not much on it but that will soon change.
In the top left corner you can see menus for different areas of the system.
At the bottom you will see guides, support etc. use this if you should need help.
Back to getting started;
Before we create our first newsletter, we suggest that you implement a signup formula on your website, so new subscribers can submit a subscription to your newsletters.
How to create a sign up form
When you login for the first time you will see the dashboard. At the top of the dashboard you have a menu with various areas of usage.
As you will notice in the top left corner, you have a list. This list is named after the name of your account.
Press the list, list menu and opt-in/out e-mails. You need to configure the optin mail before you can get a link to the signup form. The optin email is the email new subscribers receive where they confirm their subscribtion.
As you can see there’s nothing in the areas as of now.
To confirm subscribing %(email)s to our newsletter, you need to click this link:
If you do not click the link and confirm, you will not be subscribed to the newsletter.
INSERT YOUR COMPANY NAME
Now you can find a link and/or HTML code for a signup form. Press list menu –> website integration.
Click Contacts –> Data fields
Key generates automatically.
Help text; Can be used to clarify or to help the subscriber entering their information.
Data type; Here you have access to several choices. This will be elaborated in an independent guide for data fields. In this case we select Text field; single line as we just wish to collect the name of subscribers.
Access; Defines whether the datafield is shown in the signup form or if it’s used internally for notes and similar stuff about the users.
Required; Defines whether the subscribers has to fill in information in order to be able to sign up to your newsletter.
When done, scroll down and click create.
In our case it looks like this:
In order to connect it to the list, go back to your dashboard. Click at the name of your list, list menu –> list settings;
Click at the data field and scroll down and press save. The datafield is now connected to the list and will be shown in your sign up form.
How to create your first newsletter
Go to the dashboard. Click New –> Newsletter. Here you will see the page below. As you can see there’s 6 different templates to chose from. All of these can of course be edited as you like:
At the top, in the middle, you can switch area. Click here to go to the header or the footer of the newsletter or go to the preheader (The preheader is the text that will be displayed after your subject line in you subscribers inboxes). Go to the areas and fill in the relevant information for your company.
Next to ‘Swith area’ at the top of the screen, you have the add content button. It is here that you can add content and new blocks to your newsletter.
Edit content and adding images
In order to edit the content in the newsletter, you simply dobbelt tap/click at the content. This will lead you to either a place where you can edit/add txt or where you can replace and or edit the size/scale of an image.
Above you see some of the standard text and a small text editor that in many cases works like Word, Pages and such. Select text as bold Italic, add links to text ect.
When dobbelt clicking/tapping an image you have the possiblity of scaling and cropping it. Further, if you click select image, you will go to your media library, where you can upload and select images you wish to use.
You can also add an image link to the image, so it can redirect users to a designated page.
How to send a newsletter
Once you’re done editing and/or during, you have the possiblity of sending a test email to your associated email address. Look at the bottom right corner and click at send test email
Step one is to add the time and sender you wish to use. You can add new senders at ‘Contacts’ -> ‘Senders’.
Step two is another option to preview the newsletter.
Step three is segmentation. You have the possiblity to only send to a certain group of subscribers, which may be of relevance to you later.
Step four is link check. The system checks the links in the newsletter to make sure that all are active and correct.
Step five is confirmation. Here you can see a small summary as well as the amount of subscribers you are sending to, the date and time. Lastly, before you send, click the box that states that you have consent to send newsletters to the subscribers.
At the dashboard you can now see that there’s a planned newsletter if you look at the top right of the screen.
If you wish to cancel the planned newsletter, simply click at the subject line and click cancel delivery.
When the newsletter has been sent, you will see it at the bottom half of your dashboard, here you will be able to see the statistics for it.
This small support site will be updated everynow and again with more guides. Until then, you can look at Ubivox english or danish support site, where you can find more guides. Even though the layout is different, you might still be able to get the gist of most of it. Please remember that if you need support with you account, you have to contact One.