The “Settings” in Lists are VERY List specific, making it particularly suitable for offering Fully Managed Email Marketing Services to 3rd party clients.
Your personnal and Company details are automatically added (from Account Settings) to the setup of each List, and when necessary you simply replace that data with whatever is required – 3rd party client maybe – or another Company or niche of your own.
In each List you can create as many custom fields as you wish, and the system automatically caters for whatever fields may be included in a List being imported from another source. You can filter on ANY field to create mailing segments. So you could filter on State – City – Gender to get all men in Dallas. Or all women over 30 in Washington DC who are interested in keeping fit.
The segments created can be saved for future use if you wish (the setup of the Segment – not the resulting segmented Subscribers). If you mailout to more than one List in one mailout the resulting combined List is automatically de-duped and saved. It is there for instant future use, or can be deleted – your choice.
Sophisticated Automation is catered for, with many built in alternatives – is – is not – like etc. etc.
The following illustrated guidance takes you through creating a new List. In “Lists” Select “Create New”.
As below, the List “Name” and “Display Name” are for internal use only – “Description is however displayed in various system messages so should be created with that in mind.
Here you can also set “Single” or “Double” Optin and/or Optout status for the List, and you can choose to send a “Welcome Email” to a new subscriber if you are not re-directing them to a Welcome Page, which it is always preferable to do. The content of the Welcome Email can be edited in Lists > Overview of the relevant List > Pages – Welcome Email from the drop down list top right of the page.
Your new subscriber may already be subscribed to your List, you can therefore choose to re-direct them to two different ages depending on wether they are or are not already subscribed.
As above, there are two options for redirecting subscribers on opting in to a List.
The first redirects a NEW subscriber to a Welcome page. The second redirects an existing subscriber (who has inadvertently subscribed a second time to a List) reminding them they are already subscribed and maybe reminding them of current offerings, special offers etc.
The three default fields, as below, are automatically populated from the Account Profile, but must be amended here as required.
When a Subscriber subscribes to the List you can automatically remove them from any other one or more Lists that they may be already subscribed to, as below.
This is POWERFUL segmentation – the only real limitation is your ingenuity in gathering data in custom fields on which to base the conditions. When you create a segment it is saved as a seperate List. You can retain it for future use, or delete, as you wish.
Tag below is the equivalent of a Shortcut Code – and HAS to be all Uppercase characters
By default, when a new List is created 9 fields are created in “Custom Fields” to cater for Facebook Optins. You can add as many more as your require, but the Tag must be unique for each field within any one List. The default fields are (Name then Tag):-
Email Adress [EMAIL]
First Name [FNAME]
Last Name [LNAME]
Phone Number [CELL]
Those fields are sorted in that order 0 to 8
There is no limit to how many Custom Fields you can create for any one List – they are List specific NOT SR User Account specific. The name and Tag must obviously be unique for each Custom Field. Custom Fields are included in the Subscribe Form (Optin Form), and can be visible or hidden to a Subscriber.
Subscriber records, including Custom Field data is then viewed Using the “Subscriber” – “View” tile – AND can be Edited – as below.
Pages are System Messages – all can be Edited to say what you want, and in whatever language you choose.
The various System Pages are available from the drop down List as below, and are all Editable to suit your application, which obviously accommodates any specific language requirements.
The Subscribe Form (Optin Form) is created here as below , and the code includes the List ID. The message that goes out is fully Editable.
The Subscribe Form URL, including the relevant List ID as below, can be incorporated is an a href Attribute to create a clickable Subscribe image such as a button. See http://setup.sendreach.com/forms/subscribe-buttons/ for the code.
Above you can Edit the various System Pages that are available, including the Subscribe Form (Optin Form). The Tag [LIST_FIELDS] adds all the fields you have created in that List automatically (and set as Visible), and the result is as below.
The Optin Points function allows you to access the HTML Code for the Subscribe Form or the Facebook Button Code
The full Form HTML code including Custom Fields is not WordPress friendly so needs a little modification as illustrated below.
In your List “Embed List Forms” view copy the code above – including the code for any Custom Fields you may have created, and paste it into your WordPress Page – in HTML View.
The code above is suitable for 3rd pary Integrations where it is required that you enter the basic HTML Form Code as it does not contain any Style Attributes.
Now add the Style Attibutes as below, copying and pasting from the download link above.
You are able to import your own existing Lists as below.