Contact Manager Users Guide

imageIntroduction
spacer image imageWelcome to ContactManager
spacer image imageAbout PortalsXpress
imageGetting Started
spacer image imageAdding a New Contact
imageContactManager Interface
spacer image imageContactManager Display
spacer image imageCut, Copy, Paste, Copy as Shared
spacer image imageSorting Items
spacer image imageNavigation
spacer image imageTree Control
spacer image imageShortcut Keys
imageUsing ContactManager
spacer image imageAdd New Contacts
spacer image imageAccount Executive
spacer image imageImport Client Database
spacer image imageSynchronize Client Database
spacer image imageOutlook Integration Setup
spacer image imageSearch Contacts
spacer image imageReport Generator
spacer image imageCopy As Link
imageDigital File
spacer image imageDigital File - Overview
spacer image imagePrivate Client Site
spacer image imageClient Login to Private Client Site
spacer image imagePreview Private Client Site
spacer image imageContact Notes
spacer image imageData File Templates
spacer image imageHTML Forms
spacer image imageNow Checked Out Dialog
spacer image imageOrganizing The Digital File
spacer image imagePrinting From the Digital File
spacer image imagePrinting to the Digital File
spacer image imageSaving Items To the Digital File
spacer image imageSaving Lots of Items to the Digital File
spacer image imageScanning To the Digital File
spacer image imagePost Scan Editor
spacer image imageSending an Email
spacer image imageSticky Labels
spacer image imageUndo/Redo Commands
spacer image imageIndexing documents in the Digital File
spacer image imageStarting Projects
spacer image imageFolder Sync
spacer image imageAutomating PDF Printing
spacer image imageAuto-Router
imagePadlocks
spacer image imageOverview of Padlocks
spacer image imageApplying, Editing, and Removing Padlocks
spacer image imageEstablishing Padlock Permissions
imageEmail Blaster
spacer image imageIntroduction
spacer image imageSending Email Blasts
spacer image imageEmail Marketing
spacer image imageRestrictions
imagePersonal Assistants
imageSecurity
spacer image imageSecurity
spacer image imageAccess Log
spacer image imageOverview of Data Encryption
spacer image imageCreate Encryption Keys
spacer image imageRemastering Encryption Keys
spacer image imageCopying Encryption Keys
spacer image imageUsing Encryption Keys
imageInstallation
spacer image imageSystem Requirements
spacer image imageInstalling PortalsXpress
spacer image imageUninstalling PortalsXpress
spacer image imageCreating a Password
spacer image imageChange your Password
imageSubscription
spacer image imageSubscribe Now
spacer image imageGet More Storage
spacer image imageEnabling Document Indexing
imagePortalsXpress Integration
spacer image imageIntegration with Messenger
spacer image imageIntegration with Document Manager
spacer image imageIntegration with WorkFlow Manager
imageUsing Help
spacer image imageCustomer Service
spacer image imageContext Sensitive Help
spacer image imageUser Guides
imageGlossary of Terms
imageLicensing

Email Blaster - Email Marketing

CAN SPAM REGULATIONS
The CAN-SPAM Act of 2003 (Controlling the Assault of Non-Solicited Pornography and Marketing Act) can be found at the following website address: http://www.ftc.gov/bcp/conline/pubs/buspubs/canspam.shtm. We recommend that you familiarize yourself with the guidelines and regulations set forth in this Act before using Email Blaster.

Managing Opt-Out
The opt-out feature of Email Blaster is maintained in the contact’s General Tab located in Contact Manager. When a contact receives an email through Email Blaster and they wish to opt-out, they simply click on the Email Blaster opt-out link that is automatically included with all Email Blaster emails. Once they click on the opt-out link, their TSV contact record is automatically updated with a YES in their “Opt out of Emails” field in their digital contact file. You can also manually edit their opt-out state using the contact’s digital file. Simply change the option to YES or NO using the drop down arrow in that field. Email Blaster will automatically send emails to selected recipients in your Contact Manager that have NO in their “Opt out of Emails” field; if there is a YES in that field, Email Blaster will not send the email to that recipient.

Distribution Reports
At the conclusion of each email blast, you will receive a distribution report via email that provides details on the emails sent to recipients. The report lists each email sent, its status, and related details. If Email Blaster is unable to send the email to the recipient because of their opt-out setting or because they do not have an email address, the Details indicates the outcome.

Capturing Emails
Email Blaster includes a feature which allows you to capture the email you sent and save it in the recipient’s digital file. Before actually send the email, click in the box in the bottom left of the Select Recipients screen and to add a check mark to the box and this will automatically save the email in the recipient’s digital file. If the box is left blank, then the email will not be saved in the recipient’s digital file

HTML (High Impact) Emails
You can use Email Blaster to send high impact HTML formatted emails. Simply select “Use HTML File” in the Prepare Email screen of Email Blaster and click the Browse button to navigate to the HTML file stored in DocumentManager. You may also use replaceable tokens in the HTML file for sending personalized emails. Be sure to include the exact name of the replaceable token with a # before and after the name of the token (e.g., #Recipient:FirstName#). PortalsXpress offers optional high impact email design services. Contact a sales representative for details and visit http://www.portalsxpress.com/pricing.html for price information.