GETTING STARTED

The following steps will show you how to get iKode Newsletter server and stride your first step in the future email marketing campaign.

1, Visit the iKode newsletter server official site firstly.
2, Download directly from our site.
3, After your installation, you have 30 days trial or 1000 newsletters trial sending. In the trial process, you have 0 risk, 0 obligation and 0 fees.
4, After the 30 days trial procedure, you should purchase the software in two types: $199 for enterprise edition and $1999 for site edition.
5, If you need help, please feel free to contact us.

Installation for iKode Newsletter Server


When you download the software package from our official site, firstly, you should install the .exe file on your server.
1), Double click the file and please read carefully about our software trial license, then click next to finish the installation procedure. After that, you have completed the first step.
2), In the software package, there is one file to set up your server environment well automatically. Double click "configuration.exe", and then the system will show you this interface:



3), Choose "1" to enter the database connectivity settings, you should enter your database server hostname and address just like the sample we have given you.



4), When you finish the database server setting, back to the main menu and enter "2" to set your email server. Following the steps we have provided to you to continue.



5), When finish, input "exit" to back to the main menu and enter "3" for setting your web server.



6), Input "exit" to back to the main menu. When you finish your trial excursion, it is the time to start your own email marketing campaign. After purchasing, we will send you a serial number for activating the software. In the configuration main menu, enter "4" to input your company information and serial number for registering the software.



After all four steps, congratulations! You can start your email marketing campaign right now.

Fundamental view for iKode Newsletter server


From the basic view for iKode Newsletter server, you can see the main navigation bar at the left, the main operation area in the middle, and then the simple tutorials. All you need is to realize the means of the 5 navigation buttons, because in the future, you will use the navigation bar as your most close friend.

Newsletter: Here you can create a newsletter, manage your existed newsletter and your former email marketing campaigns. You can control the sending process in this section.

Mail list: In this section, you can import your customer resources, classify your subscribers and manage the relationship with your customers.

Reports: After email sending, you can see the statuses of your all sent emails, the delivery rate, reading rate, click numbers and etc., open area and etc.

Tools: When you want to import your designed newsletter HTML code, when you want to design the subscribe form for your site, when you manage your database and your email list, you can find here.

Setting: You can create new users to give them the email marketing service. Not only the new user sign up, you can do other setting here. Meanwhile, the Cronjobs can be configured in setting section.

SENDING CAMPAIGNS:

1, How to create a new campaign
1), Make sure you are successful log in and in the "Newsletter" Tab.
2), Click "Create new newsletter"
3), There are three steps for you to finish the new campaign configuration. Choose which email list you want to send, and then enter the email subject, select the SMTP address. Click "Next Step"
4), The second step is to design your newsletter. If you have already had the template content and frame, you just copy the HTML code () into the editor. At the top of the newsletter template editor, there are few insert Tags, which can let system match the information with your email list. For example, if you insert a tag "Insert member the first name", when you click the "Send" button, the all first name in the email list can be added automatically, not need you to input the tags manually.
In other side, if you want to use our templates as your email carrier, double click the email templates above to continue. The following steps are the same as the above.
When you finish the editing work, you can click to preview your newsletter.
5), If you want to send your subscribers your brochures or the white books, you can add the materials as the attachments in the newsletter. The maximum size of each upload file is 2.0Mb.
6), Click "Next step", you will enter the last step in the newsletter sending process. First of all, selecting the links you want to track in this page to abundant your tracking data. Next, you can send test emails to some ISPs to examine and see your newsletter status; click "Send Preview" to continue .Lastly, when you finish the testing, you can alternative one sending choice, sending immediately or sending scheduled, which can be suit for your customers who are not living in the same time zone with you. After completing the configuration, click "Finish" to back to the interface of "All Newsletters" in "Newsletter" tab.

2, How to edit a campaign?
When you enter in the sending procedure, in some other brand of newsletter, which cannot be modified at all, however, in our system, you can suspend the sending procedure to rewrite the newsletter.

1), Make sure you are in "Newsletter" tab.
2), Then you click "Paused" to see your paused newsletter campaign, choose it then edit it like "How to create a new campaign".
3), There are three email campaign statuses in iKode Newsletter Server, "Pending", "Draft" and "Completed", You can only edit the content of newsletter when the campaign conducted to the "Pending" and "Draft" statuses, no more editing in "Completed" status. From "All Newsletters" in "Newsletter" tab, you will see all details about every email campaign, include the email status, email category, email scheduled time, email sents/unsents, link to email reports, and three actions about editing, deleting and details.

3, How to delete/start an existed campaign?
Sometimes, you may save your incomplete email campaign as the draft in order to edit in the next time. The draft can be saved in our database without time limitation.

1), Make sure you are in "Newsletter" tab.
2), Click "All newsletters" to see your newsletter you want to edit or delete. You cannot edit the email marketing campaign with "Completed" status.
3), You can see, edit and delete the draft newsletter in "Draft" section. When you try to modify the draft, the system will automatically start at the step which you have finished at last time, which can remind you the inspiration.

CUSTOMER RESOURCES:

1, How to create a new email list?

1), Make sure you are in "Mail List" tab.
2), Firstly, click "Manage Category", you can see all your email list in the section. Also you can choose to create a new email list.
3), Click "Create a New category", you can enter a page for you to input the name and description of the new category.
Most importantly, you should decide whether this new created category is visible or not, which means if you let the category visible, it can be added in your subscribe form to let your subscribers select which type of email list they want to join. You can see the email list status with or to realize the visibility.

2, How to create a new customer?
Not all customer resource can be added from the subscribe form. As a big company, you must have your own customer resources. Hence, you can add them into the database for the further promotion.

1), Make sure you are in "Mail List" tab.
2), Click "Manage Member", you can see all your exist members here. Of cause you can add the new members here.
3), Click "Add Member" to import the customer resource with more details, click to import one .csv files with all your customer resources.

For the format of import file, you should obey the sample we have already provided to you in the system. Additionally, the system will automatically filter the duplicate subscribers. You will never mind the subscriber repetition.
In the creation process, you can see the system require you to mark whether the member is confirmed or not, which means you can decide if the recipient can receive your newsletter or not.

3, How to export members?
When you want to back up your customer resource, you can export the data out as one back up file in other storage equipment.

1), Make sure you are in "Mail List" tab.
2), Click "Export Member" and choose the time period, then click "Download" to save the exported members.

4, How to manage the unsubscribed member?
In the email sending campaign, we cannot avoid the situation that someone may unsubscribe your newsletter. In this situation, you can click "Unsubscribed" to see what kind of newsletter or subscribers are easily leaded to subscribe to change the newsletter sending strategy.

REPORTS:

1, How to display the email delivery rate reports
In iKode Tracking system, you can easily see the tracking details of each email marketing campaign.

1), Make sure you are in "Reports" tab.
2), Click "Reports" and then click "Email Delivery", you can choose the display format, Hours or Daily. When you want to see more detailed records, click, which will lead you to see the email marketing campaign or for the sending period. Then the system will be shown as the graph at the top of the items to exhibit you the directly data details.

2, How to display the email reading rate reports
In iKode Tracking system, you should realize whether your newsletters are opened or not. The data in the reading rate tracking system can give you the analysis for optimizing email marketing.

1), Make sure you are in "Reports" tab.
2), Click "Read tracking" then choose exactly the time period or different email marketing campaign.
Not only the reading tracking data can be shown, but also you can see other tracking details, like reading area, reading times.

3, How to display the email clicking numbers reports
How to know which link in your newsletter you have already decided to track is more popular and welcome? From iKode Newsletter server, you can get the click number information easily.

1), Make sure you are in "Reports" tab.
2), Make sure you have chosen the links which you want to track when you create a new email campaign.
3), Click "Click Tracking", you can choose the exactly time period and email marketing campaign to get the tracking number information.
Furthermore, you can even see the click top board if you have selected more than two links when you create the new email campaign in your newsletter.

TOOLS:

1, How to create an email template
If you have already designed the email newsletter templates with your company logo or some specified features, you can import the HTML code into the system.

1), Make sure you are in "Tools" tab.
2), Give your email template a name to identify.
3), Choose one thumbnail picture for your newsletter templates to make your future selection more conveniently.
4), Click "Newsletter Template" and then click "Import your template", all you need now is to copy your HTML code into this button , the system will generate the HTML templates spontaneously.
5), For the email template, you may choose whether your imported template code is shared or not. If you don’t want your email template to be the public, you don’t need to mark the option below the template editor. Otherwise, mark the option as you will.
After that, when you want to use the imported the newsletter template, you can directly select when you create a new newsletter campaign.

2, How to create a Subscribe Form
Subscribe Form is used to collect the site visitors who have interesting with your products. As one kind of API integration, you can generate the form with multiple shapes as you like.

1), Make sure you are in "Tools" tab.
2), Click "Generated Form" and choose which items you want to add in the form. For the choices, you can select the form width, form title, visible email categories, the unsubscribed link and the link to change the subscribers' email address.
3), Click "Generate", and then in the right area of the interface will be appeared one subscribe form exhibition, you can copy the HTML code into your site to collect the customer resources. .

3, How to clean the mailing list
In the email sending procedure, there is no denying that the bounces and bad email addresses can be appeared. How to decline the unvalued newsletters, how to rise the newsletter sending rate? You should clean up your database periodically.

1), Make sure you are in "Tools" tab.
2), Click "Mailing List Cleanup" and choose which option you want to clean. There are two items in the mailing list cleanup, remove unsubscribed member and remove the bounced email address. If you want to alter the cleanup option, please click
3), Click "Remove" to finish the cleanup work. The rest work can be assigned to the system itself.

4, How to maintain the database
Not only can you export the customer resource out as the backup, but also you can save all your data in the system if there comes one updated version.

1), Make sure you are in "Tools" tab.
2), Click "Database maintenance", you have three options: Backup/Optimize, Restore, Remove Logs. You may choose one option to continue. After that, you can save the database backup in your computer to guarantee the data security.

SETTINGS:

1, How to change your own profile and password
In order to enable the system to operation perfectly, you should set all configurations well before using .

1), Make sure you are in "Settings" tab.
2), Click "Standard Setting", you can change company name, software back-stage website, copyright information, software install path, Product ID, mail from name, mail from address, reply address, and some items to track the newsletter, Captcha to enhance the security, the language selection, and etc.
3), In iKode, every user has one unique User key as the Cronjobs identification, click "Change Profile", you can change your First name, email address, company information.
4), Click "Change password" to enter the change interface.

2, How to create one user
In enterprise edition, you can create more accounts to manage the system synchronizely, in parallelity, if you want to enable your each department or authority agencies to manage the system separately, you can create some accounts for them to send their own newsletters. For resellers, after you purchase the site edition, you can provide other people the email sending service. So you can bring your clients the newsletter service with limited sending credit and expire date.

1), Make sure you are in "Setting" tab.
2), Click "User manager", and then click "Add user", you can enter the user name, password, first name, email address, company information and other related information. Most importantly, you must enter the credits and expire date in, because these two item are relating to your business and your contract, if you have.
3), When you finish the configurations section, clicking "Create" to exit. Give the account name and password to your customers to let them enter the email marketing campaign.

3, How to create email sending account
In iKode, in order to avoid the SMTP account being blocked, you may be required to create more accounts and let them send the newsletters circularly.

1), Make sure you are in "Setting" tab.
2), Click "Email Sending" and then "Add sending account", () you can set the mail from name, mail from address, and reply address to complete one SMTP account.

4, How to create a new area
In order to classify the members more thoroughly, you can add the VIP members in the specify area or give them some special symbols to distinguish.

1), Make sure you are in "Setting" tab.
2), Click "Area Manager" and "Create a new area", () then you are facing the new area adding interface. To give your customers some insignias from here to manage your email list more scientifically.
3), When you want to add the new area or symbol to your customer, click "Mail List", then "Add member", there is one item about the area configuration, select the suitable tag to your customer.

Tips: the symbol in every user is not like the people who have already existed in the email list with the sign as the same as the email list name. The symbol can make you to distinguish the different customer activities to give them the right newsletter.

5, How to set the Cronjobs
Before your Cronjobs configuration, you should set your server sending speed to appropriate your server environment.

1), Make sure you are in "Setting" tab.
2), Click "Setup Cronjobs" and you will see the second way and the third way, copy the code in the textbox to your server to set the sending speed. The second way is for Plesk and cPanel, while the third way is for VPS or dedicated server. Not only the sending speed, but also you can set the sleep time to balance your server press reasonably.

Next, you can set the Cronjobs. The Cronjobs can allow you and your customers send newsletters without entering the system. There is one desktop application named "Send.exe", while next step is the most important, you should realize your user ID to make the application to identify you and then enter in the desktop application to launch the sending process.

6, How to custom the unsubscribed form
In iKode, if you find someone unsubscribe your newsletter, you may want to realize why, because only when you know the reason, can you optimize the further email marketing campaign. You can customer the unsubscribe form as you like, even the textbox length and button type.

1), Make sure you are in "Settings" tab.
2), Click "Form field" and "Create a new field"()select the filed type, such as text box, check box, radio button, select box, text area, password box and hidden field. The width, height and the values can also be designed.

7, New User Sign up (Special for Site Edition)
When you purchase our site edition, one thing can be allowed is the new user sign up. If people as your customers want to pursuit the newsletter sending service from you, they can directly sign up as the user when they are in the login interface. After that process, they can sign in your system as the trial users. Under the default configuration, the trial users have 200 newsletters to start the newsletter campaign, if they want to continue the newsletter service from you after the trial, you can change the user profile to increase the credits for them. Of cause, the credit price can be determined by you.

1), Make sure you are in "Settings" tab.
2), Click "User manager", and follow the steps as the same as "How to create a new user" above.

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