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Working with campaigns

Working with campaigns¶

Table of Contents [Hide/Show] Working with campaigns    Creating a new campaign    Designing a campaign       Designing a campaign with the built-in designer       Designing a campaign in code view       Changing campaign schedule       Saving campaign changes    Deleting a campaign    Renaming a campaign    Copying a campaign    Choosing a campaign mode       Signature-based campaigns       Group-based campaigns       Random campaigns       Generic campaigns

To manage campaign activities use the buttons in the Campaign and Reporting toolbar of the Modules tab.


Each of the items are explained in the following sections.

Creating a new campaign¶

To create a new campaign, proceed as follows:

1. In the Campaign and Reporting toolbar, click 'New'.
2. The New Campaign window appears. You can configure some initial settings, that can later be modified if necessary.
   
   
   
   
3. In the 'Campaign Name' field, enter the campaign name or description, which will be used only for your own reference and will not appear to the users.
4. Choose the layout of the campaign from the following Campaign Type options:
   

Campaign Type	Description
Vertical: text - picture - text	Layout, where you can insert text above and below a picture.
Horizontal: text - picture - text	Layout, where you can insert text before and after a picture.
Horizontal: text - picture	Layout, where you can insert text before a picture.
Horizontal: picture - text	Layout, where you can insert text after a picture.
Write my own code	Allows you to define your own campaign layout in HTML.

An example of what this design will look like is shown on the right, in the Example Screenshot box.


5. In the 'Picture URL' field, enter the path to a picture, which you want to use in the campaign.
   
   To learn the path to an image located on the web, open the page with the picture, right-click on the picture and choose 'Properties'. Copy the picture location as it appears in the Address (URL) field.
   
   
6. In the 'When the image is clicked open this Web address' field, enter the path to a web site, which will be linked to the picture in the campaign.
7. Finally, select the time frame for the campaign in the 'This campaign runs' calendar control. Click on the date when the campaign should start, hold down the mouse button and drag to the last date of the campaign. The campaign time period is highlighted.
   

   Note: Only one time period of consecutive dates may be selected.

8. To complete creating the campaign, click 'Create'. The newly created campaign appears in the campaigns list.
9. To modify campaign contents click 'Design' in the Campaign and Reporting toolbar and select a campaign from the list. Proceed as described in Designing a campaign section.

Designing a campaign¶

Once the new campaign is created, you can design its look and its content, as well as change its schedule. In signature-based campaigns mode you can also mark which signatures to use this campaign with.

To design a campaign, in the Campaign and Reporting toolbar, click 'Design' and select a campaign from the already created campaigns list. For information on creating a new campaign, see Creating a new campaign section above.


The campaign details appear in the Cockpit. Modify the campaign information as described in the following sections.

Designing a campaign with the built-in designer¶

eMailSignature provides a built-in designer for designing the look and content of the campaign message. You can also design it manually in HTML if you have the required skills. For information on designing a campaign manually, see Designing a campaign in code view section.

Note: To add a new image to the campaign message, you must switch to the HTML mode. This cannot be done in the design mode.

To design a campaign's content and look in the built-in designer, proceed as follows:

1. In the Design Campaign window, use the design editor to enter the campaign content and use the following controls to design the campaign's look.
   

	Toggle between design/HTML mode.
	Print the campaign.
	Copy the selection to clipboard.
	Cut the selection to clipboard.
	Paste the cut or copied selection from clipboard.
	Align left the selection.
	Center the selection.
	Align right the selection.
	Apply the bold font to the selection.
	Apply the italics font to the selection.
	Underline the selection.
	Strike through the selection.
	Increase indent for the selection.
	Decrease indent for the selection.
	Open the font color editor.
	Check spelling.
	Undo the last action.
	Redo the previous action.
	Insert a hyperlink.
	Create a numbered list item.
	Create a bulleted list item.
	Insert a table.
	Insert a horizontal line. This is often used in the beginning of the campaign to separate the campaign from the signature body.

2. To confirm the changes made to the campaign content and look, click 'Save' in the Campaign and Reporting toolbar.

Designing a campaign in code view¶

To design a campaign's content and look in HTML, in the Design Campaign window, click the toggle between design/HTML mode icon above the design editor. Then edit the HTML code as necessary.

For a quick reference, see the following descriptions of most used HTML tags.

Tag	Syntax	Description
<A>	<A HREF=http://www.emailsignature.com target=_new>Some text</A>	Anchor tag which indicates a link. Replace the link destination and the link text as necessary.Adding a target=_new in this tag will force the link to open in a new browser window.
<BR>	<BR>	Line break. It has the same function as pressing Enter in the built-it design mode.
<FONT>	<FONT FACE=VERDANA SIZE=1>	Specifies a certain font. It can be used together within the anchor tag.
<IMG>	<IMG SRC=HTTP://www.abc.com/logo.gif HEIGHT=25 WIDTH=200>	Image tag. It can be used together with the anchor tag.

To confirm the changes made to the campaign content and look, click 'Save' in the Campaign and Reporting toolbar.

Changing campaign schedule¶

An initial campaign schedule was set when creating a campaign. To change this schedule, proceed as follows:

1. In the calendar control, click the start date, hold down the mouse button and drag the mouse to the desired end date.
   
   
   
   

   
   Note: Only one time period of consecutive dates may be selected.
   

2. The selected time period is highlighted orange. If you have chosen other dates than those last saved, the time frame description above the calendar appears in red font, indicating a change. To revert the time frame to the previous saved settings, click 'Reload Campaign Date'.
3. To confirm the changes made to the schedule, click 'Save' in the Campaign and Reporting toolbar.
   

Saving campaign changes¶

To save any changes made to a campaign, click 'Save' in the Campaign and Reporting toolbar.

Deleting a campaign¶

To delete a campaign entirely from eMailSignature, click 'Design' and select a campaign you wish to remove. Then click 'Delete' in the Campaign and Reporting toolbar. Confirm deletion.

If no campaign was selected, the following warning appears.


In case you wish to save the campaign message before deleting the campaign from the Cockpit, this can be easily done in code view. Click the toggle between design/HTML mode icon above the design editor.


Select all HTML code and copy it to a plain text document. Save it for later use.

Renaming a campaign¶

To rename a campaign, proceed as follows:

1. In the Campaign and Reporting toolbar, click 'Rename'.
   
   
   
   
2. In the Rename a Campaign window that appears, select the campaign and enter the new name.
   
   
   
   
3. Click 'Rename' to save changes.
   

Copying a campaign¶

To copy a campaign, proceed as follows:

1. In the Campaign and Reporting toolbar, click 'Images' and then 'Copy Campaign'.
   
   
   
   
2. In the Copy a Campaign window that appears, select the campaign to copy and enter the new name for the duplicate campaign.
   
   
   
   
3. Click 'Copy' to save changes.
   Now you can open the copied campaign in design mode and modify it as necessary.
   

Choosing a campaign mode¶

Campaign mode controls how eMailSignature chooses campaign messages to be appended to signatures. This setting will change the behavior of all active campaigns that are running from this time on (i.e. have an end-date later than the day when this setting is changed).

To select a campaign mode, proceed as follows:

1. In the Campaign and Reporting toolbar, click 'Settings' button. Select 'Global Campaign Settings'.
   
   
   
   
2. Global Campaign Settings window opens.
   
   
   
   
   Choose the campaign mode from one of the following:
   

Campaign Mode	Description
Signature-Based Campaigns	Separately configured campaigns are appended to each signature generated with eMailSignature. Link campaigns to signatures in design view.
Group-Based Campaigns	A campaign is specified for each Active Directory group. The same campaign is appended to all signatures generated with eMailSignature for all members of that group. Configure groups under Settings > Manage Campaign Groups.
Random Campaigns	Active campaigns are randomly appended to all user signatures generated with eMailSignature.
Generic Campaigns	One active campaign is appended to all signatures of all users.

These options are explained in detail in the following sections.

The new settings will take effect the next time sign.exe is run on user's machine.

Signature-based campaigns¶

Signature-based campaigns mode allows you to append a campaign to any eMailSignature generated signature, regardless of the user's group membership or any other association. In this mode each campaign is linked to one or more signatures, and users that choose to use those signatures will also have the specified campaign message appear below their emails.

Note: Choosing this mode will automatically disable group-based campaigns mode. If you have previously configured campaigns for AD groups, in signature-based campaigns mode those settings will be ignored.

To configure signature-based campaigns, proceed as follows:

1. In the Campaign and Reporting toolbar, click 'Settings' button.
   
   
   
   
2. In the Global Campaign Settings window that opens, select Signature-Based campaigns option. Click 'Save' to keep this setting and exit this window.
3. Click 'Design' and select a campaign from the campaigns list. On the left side of the campaign design window a list of signatures appears. Choose the signatures you wish the campaign added to. Then click 'Save' to keep the changes.
   
   
   
   

   
   Note: There may be several signatures that use the same campaign, however only one campaign may be linked to each signature. Thus, if you select a signature for one campaign in campaign design view, this signature is automatically removed from all other campaigns.
   

   
   

Note: Inactive campaigns and campaigns that have run out will not be appended to the signatures.

Group-based campaigns¶

You can choose to append campaigns to eMailSignature generated signatures based on group membership. This means that all users who are members of a certain group will have one campaign appended to all signatures generated for them by eMailSignature.

Note: Choosing this mode will automatically disable signature-based campaigns mode. If you have previously configured separate campaigns for each signature, in group-based campaigns mode those settings will be ignored.

To define group-based campaigns, proceed as follows:

1. In the Campaign and Reporting toolbar, click 'Settings' button.
   
   
   
   
2. In the Global Campaign Settings window that opens, select Group-Based Campaigns option. Click 'Save' to keep this setting and exit this window.
3. To configure groups for each campaign, in the Campaign and Reporting toolbar click 'Groups'.
   
   
   
   
   A list of all available groups appears.
   
   
   
   
4. To add a group for campaigning, click in the 'Campaign for this group' column next to the group. Select the campaign from the list that appears.
5. To activate the campaign for this group select the checkmark in the 'Active?' column next to the group.
6. To make this a priority group select the checkmark in the 'Priority Group?' column next to the group. The group set as priority group will be chosen if a user is a member of several groups. If a user is a member of several priority groups, then a random campaign set for one of these groups will be appended.
7. Click 'Close' to keep these settings.
   

Random campaigns¶

You can choose to have campaigns appended to signatures randomly. You can create several campaigns, and each time sign.exe is run eMailSignature will randomly pick one of the campaigns. One of the randomly chosen campaign messages will be appended to all eMailSignature generated signatures.

Note: If you have campaigns that are inactive, or outside the current time frame (past or future scheduled campaigns), these too may be selected by the random generator. If such a campaign is chosen, the place below the generated signature will be left blank (i.e. no campaign message will appear). To avoid this issue, delete all inactive campaigns and leave only currently running active campaigns.

If there are neither any active campaigns, nor any campaigns scheduled for this time, then no campaign messages will appear on the emails at all. Signatures will continue functioning as before.

To define random campaigns, proceed as follows:

1. In the Campaign and Reporting toolbar, click 'Settings' button.
   
   
   
   
2. In the Global Campaign Settings window that opens, select Random Campaigns option. Click 'Save' to keep this setting and exit this window.
   

Generic campaigns¶

Generic campaigns mode means that one campaign message is added to all signatures. This mode will only work as intended, if you have only one campaign. This campaign must be active and running within this time frame. The campaign message will be appended to all signatures of all users.

Note: If you have configured eMailSignature to run generic campaigns, but there are several active campaigns that are within this time frame, then no campaign messages will appear on the emails.

To define generic campaigns, proceed as follows:

1. In the Campaign and Reporting toolbar, click 'Settings' button.
   
   
   
   
2. In the Global Campaign Settings window that opens, select Generic Campaigns option. Click 'Save' to keep this setting and exit this window.
3. Make sure there is only one campaign in the campaigns list. Delete all other campaigns. Make sure the campaign is active and running within this time frame.
   

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