The “Manage Mailers” section allows you to create, view, edit, and delete mailers. You can also change the status of the mailer and form the lists with the help of the filters.

To view the mailer’s list, go to the Mailers > Manage Mailers section.

The “Manage Mailers” section displays the following data:

  • ID: The unique identification number of the mailer.

  • Created: The mailer creation date.

  • Company Name: The mailer’s company name.

  • Nick Name: The nickname of the mailer’s person of contact.

  • Email: The mailer email address.

  • URL: The mailer website URL.

  • Status: The status of the mailer.

  • Email Campaigns: The number of email Campaigns the mailer is assigned to.

  • SMS Campaigns: The number of SMS Campaigns the mailer is assigned to.

  • Opt-Outs: The number of opt-outs from all Campaigns assigned to the mailer.

  • Complaints: The number of complaints received from users who are getting emails five days after opt-out.

  • Non-Compliance: The number of non-compliance alerts received by the mailer when the mailer has not reviewed a campaign for a set number of days.

You can narrow down the search results by using the following filters:

  • ID: Enter the mailer ID.

  • Nick Name: Enter the nickname of the mailer’s person of contact.

  • Email: Enter the mailer email address.

  • Company Name: Enter the mailer’s company name.

  • Status: Select the mailer’s status.

  • Campaigns: Select the Campaign.

  • Opt-Out Domain: Select the opt-out domain.

To create a new mailer, click the “+ Create New Mailer” button. To add a new mailer for the existing user go to the “Existing User” tab in the “New Mailer” pop-up window and fill in the following fields:

  • Company Name: Enter the mailer’s company name.

  • Web Address: Enter the mailer website URL.

  • Notes: Enter notes related to the mailer.

  • User: Select the User.

  • Override System Settings: Check the “Override System Settings” box if you want to override the system access settings for this mailer and the additional fields will become available:

    • Plain Contact: Check the box to allow the mailer to export the contacts in the plain text format. This option is only available if the contacts are stored in Plain&MD5 format.

    • MD5 Encrypted: Check the box to allow the mailer to export the contacts in the encrypted format.

  • List Cleansing: Check the “Allow Upload of Opt-In List” box to allow the mailer to perform the list cleansing.

  • Download Deltas: Check the “Allow Mailer to Download Deltas (changes)” box to allow the mailer to download the deltas.

  • Add Mailer to Campaigns: Select the Campaigns you want to assign the mailer to.

    To view the name and the number of Campaigns, available to all mailers, click the arrow icon “Campaigns available to All Mailers” in the bottom of the window.

To add a new mailer for the new user go to the “+ New User” tab in the “New Mailer” pop-up window and fill in the following fields:

  • Company Name: Enter the mailer’s company name.

  • Web Address: Enter the mailer website URL.

  • Notes: Enter notes related to the mailer.

  • NickName: Enter the nickname of the mailer’s person of contact.

  • First Name: Enter the first name of the mailer’s person of contact.

  • Last Name: Enter the last name of the mailer’s person of contact.

  • Email: Enter the mailer email address.

  • Phone: Enter the mailer phone number.

  • Password: Enter the mailer password.

  • Status: Assign a status to the mailer (Active, Disabled, Deleted).

  • Opt-Out Domain: Select the opt-out domain settings (Default Domain, System Domain, Custom Domain). To manage opt-out domains, go to the System Management > Opt-Out Domains section.

  • Override System Settings: Check the “Override System Settings” box if you want to override the system access settings for this mailer and the additional fields will become available:

    • Plain Contact: Check the box to allow the mailer to export the contacts in the plain text format. This option is only available if the contacts are stored in Plain&MD5 format.

    • MD5 Encrypted: Check the box to allow the mailer to export the contacts in the encrypted format.

  • List Cleansing: Check the “Allow Upload of Opt-In List” box to allow the mailer to perform the list cleansing.

  • Download Deltas: Check the “Allow Mailer to Download Deltas (changes)” box to allow the mailer to download the deltas.

  • Add Mailer to Campaigns: Select the Campaigns you want to assign the mailer to.

    To view the name and the number of Campaigns, available to all mailers, click the arrow icon “Campaigns available to All Mailers” in the bottom of the window.

Click the “Add” button to continue.

To edit the mailer, click the “Edit” button in the “Action” column, change the required fields in the pop-up window, and click the “Save” button to confirm the changes.

To change the password, click the “Change Password” button, enter a new password to the “New Password” field and repeat it in the “Repeat Password” field. To confirm changes, click the “Save” button.

To delete the mailer, click the “Delete” button, follow the instructions and click the “Delete” button to confirm the action.

To view the mailer’s details, click the “View” button. The system will redirect you to the mailer details page. The “General” tab displays general information about the mailer: ID, company name, status, web address, etc.

The “Contacts” tab allows you to view and edit the mailer’s contact information. To add the contact information, click the “Add New Record” button.

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