# 6 Marketing Communication Tools - Newsletters # 6 Marketing Communication Tools vtenext contains various tools for mass communications: - Newsletter Campaigns - Step 1: Campaign - Step 2: Target - Step 3: Newsletter - Common variables to the target - Wizard “Create Newsletter” - Email Sending Statistics and more - Manual management of unsubscriptions - Requirements and settings for the use of the Newsletter module - SMS Module - FAX Module # 6.1 Newsletter Campaigns The Newsletter module, integrated with the “Campaigns” module, is the vtenext solution for management of mass mailing of newsletters to accounts, contacts and leads towards an unlimited target of recipients for campaigns. In addition to sending marketing campaigns, this module allows you to track all movements related to single newsletters, with statistics for email openings and clicks on links for each campaign, etc. In general, a newsletter is contained in a campaign and a campaign contains all the newsletters that are sent though time. Campaigns therefore make it possible to segment this marketing activity, calibrating transmissions based on objectives and targets. **There are two possible ways of creating a new newsletter with vtenext:** **A. Wizard:** the “Newsletter Wizard” button, that can be found in the Newsletters and Campaigns modules, facilitates the creation of a new campaign ([see chapter 6.1.5](https://usermanual.vtenext.com/books/user-manual-vtenext-2308/page/615-create-newsletter-wizard)). [](https://usermanual.vtenext.com/uploads/images/gallery/2020-07-Jul/Newsletter_wizard-VTENEXT-20-04.png) **B. Manual procedure:** consisting in the execution of the steps of the procedure without the wizard and in the extended version. Makes it possible to understand the logic of the Campaign-Target-Newsletter relations underlying the transmission; we therefore recommend using this method initially, and then exploiting the wizard shortcut once you have understood the logic. Below, we examine the 3 steps in detail. **Step 1:** Create a campaign or access an existing campaign. **Step 2:** Define the campaign Target recipients. **Step 3:** Define the email template for the newsletter. **Warning!** The manual procedure is recommended when you need to create another newsletter within the same campaign. # 6.1.1 Step 1: Campaign [](https://usermanual.vtenext.com/uploads/images/gallery/2022-01/step-1-campaign.png) In order to create a regular newsletters (e.g. with weekly frequency) addressed to a specific target in your database, you must first create a new campaign that will act as the newsletters “container”. Note that “Campaigns” is a horizontal module that can be used also for other kinds of campaigns, such as telemarketing or events. Create a new record from Campaigns with the CREATE button Most of the fields shown are optional. If you are creating a newsletter-type campaign, fields like Revenue, Budget and Costs are less relevant (so you can omit them) compared, for example, to a trade show type campaign.
**Campaign Name** | Choose a name based on the objective |
**Campaign Type** | Choose the campaign type from the picklist (admin-editable values) |
**Product** | Select a product from the CRM and link it to the campaign, if relevant |
**Campaign Status** | Select the status (list can be changed by the administrator) |
**Expected Close Date** | Date on which campaign will be ended |
**Expected Revenue** | Amount of profit expected to be generated by the campaign |
**Budget Cost** | Costs incurred for the campaign (indicated e.g. for trade show type campaigns) |
**Assigned to** | User or group responsible for campaign management |
**Target** | Describe target to which the campaign is addressed (Information text field) |
**Newsletter Name** | Choose a name that is connected to the newsletter objective (the name remains internal to vtenext) |
**Campaign** | This field is filled in with a connection to the “parent” campaign |
**Date scheduled** | Schedule the date on which the newsletter is to be sent out |
**Newsletter sending hour** | Schedule the time when the newsletter will be sent out |
**From Name** | Name of the sender, which will be visible to the recipients |
**From Address** | The newsletter will appear to recipients as having been sent from the indicated address, to which they can send replies (we suggest using an existing and monitored address) |
**Scheduled** | The default field is set with the value “No”. It will automatically switch to “Yes” when you give the order to send. Therefore No identifies a newsletter created but not scheduled / sent, while Yes indicates a scheduled / sent newsletter. |
 | select a template from among those present in the system |
[](https://usermanual.vtenext.com/uploads/images/gallery/2019-12-Dec/crea.png) | create new template |
 | edit the selected template |
**[](https://usermanual.vtenext.com/uploads/images/gallery/2022-01/send-email.png)** | Send or schedule transmission in accordance with the Campaign-Target-Newsletter setting |
[](https://usermanual.vtenext.com/uploads/images/gallery/2022-01/send-test-email.png) | a test of the newsletter is sent to the user’s email address (always recommended) |
[](https://usermanual.vtenext.com/uploads/images/gallery/2022-01/preview-email.png) | displays a template preview window (always recommended) |
[](https://usermanual.vtenext.com/uploads/images/gallery/2022-01/stop-sending.png) | It allows to stop sending newsletter |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_responsive_icons.png) | Allows to test the preview choosing among: - Desktop - Tablet - Mobile |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_view_components.png) | Allows to activate/deactivate the templates' construction lines |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_fullscreen.png) | Allows to activate/deactivate the full screen display mode. This mode eases the construction of templates |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_view_code.png) | Allows the HTML code visualization |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_import_template.png) | Allows the template import by coping and pasting the source code |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_toggle_images.png) | Allows to momentarily hide all the pictures in the template |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_edit_code.png) | Allows to edit the source code |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_open_style_manager.png) | After selecting an element in the newsletter template click on this icon to access all the editing options available (Size, Style, Decorations) |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/neewsletter_settings.png) | After selecting an element in the newsletter template click on this icon to access all the setting options available. The options change according to the selected element. Here below some examples: - Text: ID e Title - Link: Title, Href (Url), Target (Same window, Different window) - Image: Alt - ecc. |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_open_layer_manager.png) | Allows to display the layers on where the template is built. In this way the user can easily switch from one div to another. |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_open_blocks.png) | Activates the display of all the blocks and elements available to build the template |
Available blocks | |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_1_section.png) | Adds a tab with a cell |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_1_2_section.png) | Adds a tab with two cells vertically divided |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_1_3_section.png) | Adds a tab with three cells vertically divided |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_3_7_section.png) | Inserts a tab with two cells vertically divided, 25% on the left and 75% on the right |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_button.png) | Adds a button with the possibility of generating a link and changing its title |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_divider.png) | Adds an horizontal division line |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_text.png) | Tool to add a text block, text can be formatted only by diversifying the blocks (each block can have only one format) |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_text_section.png) | Tool to insert a text area |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_image.png) | Allows to insert an image, uploading it from the computer or linking the URL |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_quote.png) | Allows to insert a “quoted” text |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_link.png) | Allows to insert a link. Once this tool is selected click on the settings icon to set the link’s URL |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_link_block.png) | Allows you to set an area, where you can insert an image that will have to be linked, for example, to your website |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_ordered_list.png) | Tool to create a numbered list |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_unordered_list.png) | Tool to create a bullet list |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_unsubscription_link.png) | Allows to insert the unsubscription link |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_preview_link.png) | Allows to insert the preview link |
[](https://usermanual.vtenext.com/uploads/images/gallery/2020-06-Jun/newsletter_spacer_block.png) | Tool to insert a space, among the newsletter’s elements |
**Message Queue** | emails that have not yet been sent (when sending is complete, this column must be blank) |
**Sent messages** | correctly sent and received emails |
**Viewed Messages** | for each opened email: number of times the email has been opened, date and time of first and latest opening, link to recipient’s record |
**Tracked Link** | if there are any links in the body of the email, the system tracks the number of clicks by each recipient for each link |
**Unsubscribes** | recipients who clicked the unsubscribe link |
**Bounced Messages** | emails sent but not received by the recipient (due to unresponsive server, full mailbox…) |
**Email failed** | email that have not been sent (probably due to the address error) |
**Suppression List** | suppressed email addresses |
**Server name** | es. smtp.nomedominio.it |
**Port** | The SMTP server port to use for sending emails es. 465 |
**User name** | The username for the account used to send emails linked to the particular SMTP with relay rights on all inbox |
**Password** | The password for the account used to send emails |
**Requires Authentication** | Check if the server needs authentication for the login |
**Send rate** | Maximum number of email sent daily |
**Address exclusion policy** | **Campaigns:** it excludes only the unsuscribe people of that campaign **Global:** it excludes all unscribe people of the crm |
**Bounce settings IMAP** | All the settings for the bounce inbox. In that folder will be directed the bounced emails, that are emails which even if have been set correctly, they are blocked and sent back to the sender. Thanks to the configuration of this inbox all the bouced emails will be located in that inbox without clogging the sender. |
**Server Name** | Specify the outbound email server address referred to the mailbox enabled for sending SMS messages |
**User Name** | Login to access the mailbox |
**Password** | Password associated with the mailbox |
**Requires Authentication?** | Specify Yes/No depending on the characteristics of the email server (generally Yes) |
**Domain to apply to SMS numbers** | This info is supplied by the SMS service provider |
**SMS service account** | State the account name for the SMS service; this information is supplied by the SMS service provider |
**Code to apply to SMS numbers** | Specify the country code (39 for Italy) |
**Name displayed in the SMS message** | This function depends on the service provider - it might not be enabled |
**Server Name** | Specify the outbound email server address referred to the mailbox enabled for sending faxes |
**User Name** | Login to access the mailbox |
**Password** | Password associated with the mailbox |
**Requires Authentication?** | Specify Yes/No depending on the characteristics of the email server (generally Yes) |
**Domain to apply to fax numbers** | This information is supplied by the fax service provider |
**Fax service account** | State the account name for the fax service; this information is supplied by the fax service provider |
**Code to apply to fax numbers** | Specify the country code (39 for Italy) |
**Name displayed in the fax message** | his function depends on the service provider - it might not be enabled |