The SmartEmail Interface

This chapter discusses the SmartEmail software’s Graphical User Interface (GUI). The GUI lets you control every aspect of the SmartEmail software.

The SmartEmail Software Interface at a Glance

The GUI is divided up into three parts.

Figure 3 The SmartEmail Software Interface at a Glance


Figure 3 - The SmartEmail Software Interface at a Glance













•  See The Toolbar for more information on the toolbar.

•  See The Navigation Bar for more information on the navigation bar.

•  The fields that display in the workspace depend on the screen you are currently viewing. The Navigation Bar and The Toolbar sections of this user’s guide deal with the workspace.

Recent Activity Log

When the recent activity log is enabled (see Configuring User Settings), a list of the screens you have recently visited displays at the top of your screen.

Figure 4 Recent Activity Log

Figure 4 - Recent Activity Log



Click an item in the recent activity log to jump back to the relevant screen.

Note: The recent activity log is a user-specific setting; you can turn it on or off for one user without affecting how the interface displays to other users.

Tooltips and Knowledge Base Links

Many objects in the GUI have tooltip icons next to them (). Place your mouse pointer over the tooltip to see more information about the object.

Figure 5 Tooltips

Figure 5 - Tooltips




Other objects have text links next to them. Click these links to see an article from the knowledge base on the subject.

Figure 6 Knowledge Base Links

figure 6 - Knowledge Base Links


To see more articles in the knowledge base, click Help in the toolbar.

Sorting Lists

When you see  and  arrow icons in a list heading, use them to sort the list.

Click  to sort the list in ascending order, or click  to sort the list in descending order.

Navigating Lists

In pages with numerous list entries, navigation tools display.

Figure 7 Navigating Lists

figure 7 - Navigating Lists



Table 1 Navigating Lists

Results per page

Select the number of list entries to display in each page.

<<

Click this to go to the first page in the list.

Back

Click this to move backward one page in the list.

1, 2, 3, …

Click this to go to the numbered page in the list.

Next

Click this to move forward one page in the list.

>>

Click this to go to the last page in the list.


The Toolbar

The toolbar displays in every screen.

Figure 8 The Toolbar

figure 8 - the toolbarfigure 8 - the toolbar



Use the toolbar to perform tasks related to the SmartEmail software’s system and management.


Table 2 The Toolbar

Home

Click this to return to the Home page, where you can see your contact activity for the last seven days and use the Getting Started tool.

Note: The Getting Started tool walks you through the basic configuration steps you need to take to set up the SmartEmail software and start sending SmartEmail campaigns.

Templates

Click this to view the SmartEmail software’s built-in SmartEmail templates, or to create or configure your own custom SmartEmail templates.

Note: Templates control the appearance of the emails you send.

Forms

Click this to see a menu that lets you create, view and edit website forms.

Note: You can create forms for your website that let contacts subscribe, unsubscribe, modify their details, or send information to a friend.

User Accounts

Click this to go to the User Accounts screen, where you can create, delete and manage the SmartEmail software’s user accounts.

Note: When you create new users, you can specify the features, templates, contact lists and so on to which each user has access.

Settings

Click this to go to the Settings screen, where you can view and change global system, SmartEmail and scheduling, security and addon module settings.

Tools

Click this to see a menu that allows you to check information about your server’s configuration, check for updates to the SmartEmail software, view the PHP error log, and check the SmartEmail software’s components’ file permissions.

Logout

Click this to log out of the SmartEmail software. You will need your user name and password to log back in.

Help

Click this to go to the the SmartEmail software online knowledge base, where you can read help articles on all of the SmartEmail software’s features.


The Navigation Bar

The navigation bar displays in every screen.

Figure 9 The Navigation Bar

figure 9 - navigation bar



Use the navigation bar to go to screens where you can create, configure and manage your SmartEmail campaigns.


Table 3 The Navigation Bar

Contact Lists

Click this to see a menu that lets you manage contact lists, bounced emails, contact list segments and contact list groups.

Note: Bounced emails are emails you sent that could not be delivered.

Note: Segments are groups of contact list entries that share a particular feature; for example, entries with “.com” in the address.

Contacts

Click this to see a menu that lets you manage contacts manually, upload or download a file of contacts, and manage suppression lists.

Note: The SmartEmail software uses CSV (Comma-Separated Value) files to upload contacts. Many common applications such as Microsoft Outlook and Excel can export CSV files.

Note: Suppression lists contain SmartEmail addresses to which emails are not sent, even though the address remains on the contact list.

SmartEmail Campaigns

Click this to see a menu that allows you to view, create and send SmartEmail campaigns, perform split tests and view scheduled emails.

Note: Scheduled emails are emails you have configured the SmartEmail software to send out at a particular point in the future.

Autoresponders

Click this to see a menu that allows you to create, view and edit autoresponders and triggers.

Note: Autoresponders are emails that are sent out automatically after a certain event (for example, as soon as a contact joins your list). Triggers are similar to autoresponders, but allow you even greater flexibility to automate SmartEmail and administrative tasks to happen automatically when certain other events occur.

Custom Fields

Click this to see a menu that lets you create, view and edit subscription form custom fields.

Note: By default, subscription forms contain only SmartEmail Address and Contact Format (plain text or HTML) fields. Custom fields help you gather more information about your contacts when they join your list.

Statistics

Click this to see a menu that lets you view statistics about your SmartEmail campaigns, split tests, triggers, autoresponders, contact lists and user accounts.