After logging in, you will see the promio.connect dashboard. This gives you an initial insight and overview of the most important key figures that are recorded in promio.connect.

Each key figure is clearly displayed in a tile. The percentage value and the absolute value of a key figure are displayed. The arrow indicates the development of the key figure. You can display the value of the previous period by mouseover.

Each tile also offers a detailed view, which you can call up by clicking on the tile for more information. The key figures are divided into the categories of performance, reputation, and address key figures.

The dashboard itself can be configured at the top right. Filters can be set here for newsletters or clients, as well as a time period and channels to be displayed.

promio.connect is divided into 3 areas:

• The breadcrumb bar at the top shows you which area you are currently in. The color of the bar changes according to the menu item you are in. The entries are clickable and can be used for navigation.
• The work area is the area in which you can carry out activities such as creating campaigns, creating target groups, setting up newsletters, etc.
• The menu bar on the left navigates you through the various sub-areas. In the upper section, you will find Administration, Calendar, Notifications, and Help. The lower section is subdivided into Reporting, Delivery, Addresses, Content, and Settings. If your client is embedded in a client structure and has sub-clients, you can click in the small box with your username and the current client to see all clients that are subordinate to your client and easily switch to these clients with one click.

The menu bar is divided into the main areas: Reporting, Delivery, Addresses, Content, and Settings.

In the Reporting menu, you will find all information on sent campaigns and their analysis options.

In the Overview section, you will find some statistics on the campaigns you have sent.

In the Campaigns section, you will see a list of all campaigns sent. A sent campaign is displayed in each line, which you can open by clicking on it. After clicking, the campaign reporting opens, which you can use to analyze your campaign in detail.

The menu item Views allows you to compare separate campaign reports quickly and easily. For example, quarterly or monthly reports can be easily created.

The Controlling menu area allows you to define targets for your key figures, such as the achievement of a specific click or open rate, and to view these over the course of the campaign delivery. This allows you to conveniently manage and keep an eye on your campaigns and actively control key figures.

The Delivery volume area gives you an overview of the delivery volume from the client. If desired, this can be analyzed as a total volume or broken down into the different channels.

If you operate your own webshop that is linked to promio.connect, you can easily view incoming orders or product information as well as shopping baskets, sales, and other key figures via the E-Commerce dashboard. Suitable data sources can also be derived from the purchase information, which can then be used for customized product display in your newsletters.

The Delivery menu contains all the functions and menu items used to prepare and create campaigns as well as for scheduling and delivery monitoring. It is divided into the sections Drafts, Scheduler, and Queue.

In the Overview section, you will find some statistics on your current deliveries.

Under Drafts, you can access existing campaign drafts or create new campaigns. A campaign is always the basis for sending an e-mail newsletter or a message from another channel such as SMS, App Push, or Web-Push to your target group.

You can set up campaigns of any kind, whether it's a tracking campaign via an external sender, A/B campaigns to test creatives or subject lines, transaction campaigns triggered by an action of a single user, regular auto campaigns, or network tracking campaigns for sending via multiple partner lists. It is possible to send HTML/multipart e-mails, text e-mails, voice, web-push, or app push messages, SMS, or print.

You can use the scheduler to set up recurring mailing events as so-called scheduler events. A good example of this is a morning news newsletter at 10 a.m., which is sent automatically via promio.connect. Once set up, the campaign is then automatically created and sent out every day at 10 a.m. with the latest news and the previously defined target group. Manual intervention is no longer necessary.

In the Queue menu item, you will find planned and ongoing delivery processes. These can be viewed in progress, and, if necessary, mailings can be paused or cancelled.

All address management functions can be found in the Addresses area. These include functions such as address imports, address generation via interface, filter functions, and address research, as well as various list functions for selection, filtering, or duplicate matching.

The menu area is divided into an address dashboard for an initial Overview, Lists, Interfaces, Research, Doublet tool and Filter.

The Address dashboard provides you with various information about your address data. This includes the last ten registered opt-ins in your client, the current status and the development of your address database, an opt-in history over time, and the distribution within your data regarding age, gender, email domains, and bounces.

The Lists section is divided into the submenu items Target groups, Newsletter, Opt-ins, Block lists, Temporary block lists, E-mail Blacklist, and Domain Blacklist.

In the Target groups area, you will see a list of all target groups that you have created in your client. A basic distinction can be made between static target groups, which can optionally be write-protected, and auto-target groups. The latter are marked with two circling arrows.

Within this target group area, you have various functionalities to create, select, clean, delete, filter, or merge target groups, among other things.

The Newsletter area is a functional level that you can use to subscribe and unsubscribe addresses from target groups. Subscribers are entered in a target group, and unsubscribers are removed from a target group. No blacklist/unsubscribe list is kept for this procedure. However, there is, of course, a history of registrations and deregistrations. To use the unsubscribe procedure in a campaign, a newsletter assignment must be made in the campaign settings.

The Opt-In area gives you a quick overview of the distribution of address data to different channels, if available.

The Blocklists area is also a functional level for handling unsubscribers. Here, unsubscribers and other addresses can be entered on separate block lists in order to exclude them from future mailings. These block lists can then be used flexibly for a mailing by assigning a client to a campaign.

Temporary block lists can be used to selectively exclude data from campaign mailings. This exclusion data does not necessarily have to be part of your client's address list. This means that data can be excluded very flexibly.

The E-Mail Blacklist is a client-wide blacklist for your client. Email addresses that are entered on this list can no longer be contacted via your client or re-imported or updated. It is therefore the most consistent solution to exclude addresses from being sent.

The Domain negative list blocks entire domains, which means that the affected addresses can also no longer be contacted via your client. As a large number of addresses may be affected by an entry, entries here should be considered very carefully.

To return from the submenu area of the lists, click on the arrow next to Overview.

In the Interfaces area, you have the option of setting up interfaces for double opt-in or, alternatively, single opt-in procedures for address registrations. These interfaces can be accessed via the REST API. For clients with the mail-unique identification feature (not for custID-unique) and for the “E-Mail” channel only you can use promio.connect's own form generator for registration forms that you can integrate into your website. The double opt-in procedure and the intuitive form generator make it very easy to generate legally compliant addresses.

For example, you can enter address data obtained via your company website into promio.connect, obtain an opt-in for it, and specify the target groups into which the new addresses are to be saved.

In the Research area, you can research all information and details about the address data in your client. This includes personal data, target group affiliation histories or mailing histories, affiliations, to blacklists, and, if an e-commerce connection is available, information on the last orders or recommendations.

You can use the duplicate tool to compare target groups against each other as required in order to determine overlap-free quantities between target groups. The quantities selected in this way can also be saved directly as target groups.

The Filter area allows you to define system-wide filters. Filters can be set and combined for personal data, response data, target group affiliations and histories. The filters created and saved there can then be used in the target group actions area under addresses and lists as well as in the delivery process area and in auto campaigns.

The Content area contains all system areas and functions that are fundamentally necessary in preparation for the creation of content.

The area is divided into the submenu items Templates, Master Templates, Media Browser, Coupon Code Lists, RSS Feeds, and Data Sources.

In the Master-Templates section, you can create your own master templates or call up master templates customized for you by promio.connect.

Master templates are a kind of basic construction kit that contains all layout modules and from which messages and templates can be created later. Layout modules can be, for example, headers, editorials, image-text combinations, banners, or footer elements.

In the Templates area, you can create templates by saving any combination of layout modules.

Templates allow you to quickly create new campaigns and thus newsletter mailings, as you can start with a previously defined set of layout modules. Templates can be created and subsequently edited as required and are also used in the scheduler function described above in addition to the actual creation of campaigns. Here, templates represent the basic structure of the content, which is then filled from external data sources such as RSS feeds.

In the Media Browser function area, you can upload files that you need for your mailings. These can be image files for the content, for example, or files that you would like to link to in the content of your message. You can also create directories within the Media Browser to organize your files clearly.

Under Coupon code lists, you can upload coupon codes as a CSV file, which can then be linked to campaigns. This means that individual coupon codes from the lists can be automatically displayed for each recipient in the content of your newsletter using a variable.

The RSS Feeds section allows you to integrate your own RSS feeds into promio.connect and then use them for campaigns and content creation.

Data sources are also a way of having information from external data sources prepared and then using this data in the content of your messages. You cannot create data sources yourself; they must be created by the promio.connect service in consultation with you.

The Settings area is basically a more administrative menu area that can be used to make various basic settings. It contains the areas of domains, from addresses, API, test delivery list, job queue, SSH keys, and link replacement.

In the Domains area, new domains and redirect domains can be connected, which must first be registered with your Internet service provider. The domain is required for the from addresses, whereas the redirect domain is required for click tracking.

New from addresses based on the previously created domains can be created under From addresses. In addition to the specification of real names, settings for reply-to addresses or sending limits per hour are also possible for the From addresses.

In the API area, it is possible to generate API keys for using the REST API. In addition to the activation of Ip's, log files of the last API requests, and a link to the API documentation can also be viewed here.

New personalized test addresses can be created under Test delivery list. These can be personalized by entering personal data and grouped into test delivery lists by assigning clients and then used for personalized test mailings.

In the Job-Queue area, jobs outsourced to the background, for example for target group imports, can be viewed. This allows you to keep an eye on whether processes have run without errors or whether there have been problems during processing.

The SSH Keys area manages the access parameters for using the SFTP server. An SFTP server, which is primarily used for the secure storage of personal data, is provided in every promio.connect client.

In the link replacement area, basic rules can be defined for your client as to how link tracking and parameter forwarding should be handled for certain URLs. For example, if it is fundamentally desired that a click on certain URLs should not be included in a report.

You will find the following icons in the top left area:

The Administration icon can be used to make client settings and set up and administer user accounts under Clients & clients depending on the role or authorization. To create a new user, click on the button at the bottom right, select Create user, and enter the necessary information in the form that appears.

Roles and the rights they contain can be managed via Access management. promio.connect offers five global roles, which can be used as required but cannot be changed. If individual roles and, therefore, combinations of rights are required, you can create your own roles with individual rights using the floating action button .

Settings can also be made here in the personal user account for system language, password settings, tracking, and notifications.

The system language can be switched between German and English via the Language section. Under Security, the set password can be renewed, and two-factor authentication can be configured.

Under Tracking you can optionally activate anonymized tracking of system usage. This is used to anonymize system usage in order to further improve the promio.connect platform.

In the Notifications area, you can register subscriptions to various system areas in order to be informed of events in these areas via notifications in promio.connect. The message is sent as a notification via the icon. New messages are indicated by a number on the bell icon, which describes the number of notifications.

The calendar function gives you a quick overview of the various events that take place in your client. Here you can easily see the type and number of events taking place each day, including imports, exports or delivery processes.

Notifications are used to automatically display changes or events in your client that you have previously subscribed to under Administration → Notifications. A number on the bell icon shows you the number of new notifications.

Which system areas you are informed about depends on the selected subscriptions and, of course, on your access authorization to the system areas, which is defined by your assigned role.

If you export target groups, you will find them in the Download Center under Management → Account as soon as the export is complete. They can be accessed by clicking on the line in the Download Center and are also stored on your client's SFTP in the /download/manual folder.

The help area provides access to the promio.connect wiki, which contains wiki articles consisting of text, images, and some video content for all system areas and functions. The corresponding help articles for the current system area are displayed in the help centre.

You can also create service tickets in the Tickets tab and get help with your questions and concerns. There are also the areas News, which reports on new features and functions, as well as a Changelog and a Training schedule about upcoming promio.connect training courses.

Use the logout button to leave promio.connect and log out.