| Both sides previous revisionPrevious revisionNext revision | Previous revision |
| en:structure [2025/01/28 09:39] – [Notifications] bk | en:structure [2025/04/09 11:54] (current) – [Delivery] bk |
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| ====== The structure of the promio.connect platform ====== | ====== The structure of the promio.connect platform ====== |
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| | <html> |
| | <iframe class="md-youtube-embed" width="560" height="315" src="https://www.youtube-nocookie.com/embed/8PZLeLgjSeg?si=cvpQ3YAS2wz_74t7&rel=0" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe> |
| | </html> |
| ===== Overview Dashboard ===== | ===== Overview Dashboard ===== |
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| 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 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. |
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| 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 performance, reputation and address key figures. | 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. |
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| 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. | 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: | promio.connect is divided into 3 areas: |
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| * The //breadcrumb bar// at the top shows you which area you are currently in. The colour of the bar changes according to the menu item you are in. | * 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 //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 user name 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// 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. |
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| {{:en:homepage.png?nolink&600|}} | {{:en:homepage.png?nolink&600|}} |
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| ===== The menu bar ===== | ===== The menu bar ===== |
| The menu bar is divided into the main areas Reporting, Devlivery, Addresses, Content and Settings. | The menu bar is divided into the main areas: Reporting, Delivery, Addresses, Content, and Settings. |
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| ===== Reporting ===== | ===== Reporting ===== |
| In the //Reporting// menu, you will find all information on sent campaigns and their analysis options. | In the //Reporting// menu, you will find all information on sent campaigns and their analysis options. |
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| | ==== Overview ==== |
| | In the //Overview// section, you will find some statistics on the campaigns you have sent. |
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| ==== Campaigns ==== | ==== Campaigns ==== |
| 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 analyse your campaign in detail. | 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. |
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| <WRAP round tip 90%> | <WRAP round tip 90%> |
| In this article you will find the basics of our statistics: //‘[[en:how_to_analyze_a_sent_campaign]]’//. | In this article you will find the basics of our statistics: //"[[en:how_to_analyze_a_sent_campaign]]"//. |
| </WRAP> | </WRAP> |
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| ==== Delivery volume ==== | ==== Delivery volume ==== |
| The //Delivery volume// area gives you an overview of the delivery volume from the client. If desired, this can be analysed as a total volume or broken down into the different channels. | 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. |
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| ==== E-Commerce ==== | ==== E-Commerce ==== |
| 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 customised product display in your newsletters. | 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. |
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| ===== Delivery ===== | ===== Delivery ===== |
| The //Delivery// menu contains all the functions and menu items used to prepare and create campaigns as well as for scheduling and delivery monitoring. | 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//. | It is divided into the sections //Drafts//, //Scheduler//, and //Queue//. |
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| | ==== Overview ==== |
| | In the //Overview// section, you will find some statistics on your current deliveries. |
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| ==== Drafts ==== | ==== Drafts ==== |
| Under //Drafts// you can access existing campaign drafts or create new campaigns. A campaign is always the basis for sending an email newsletter or a message from another channel such as SMS, App Push or WebPush to your target group. | 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. |
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| 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 emails, text emails, voice, web push or app push messages, SMS or print. | 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. |
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| <WRAP round tip 90%> | <WRAP round tip 90%> |
| You can find the instructions for creating a campaign in the article //‘[[en:how_to_create_a_campaign]]’//. | You can find the instructions for creating a campaign in the article //"[[en:how_to_create_a_campaign]]"//. |
| </WRAP> | </WRAP> |
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| ==== Scheduler ==== | ==== Scheduler ==== |
| 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.ponnect. 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. | 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. |
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| ==== Queue ==== | ==== Queue ==== |
| 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. | 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. |
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| ===== Addresses ===== | ===== Addresses ===== |
| All address management functions can be found in the //Addresses// area. These include functions such as address imports, address generation, filter functions and address research as well as various list functions for selection, filtering or duplicate matching. | 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. |
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| The menu area is divided into an address dashboard for an initial //Overview//, //Lists//, //Interfaces//, //Research//, //Doublet tool// and //Filter//. | The menu area is divided into an address dashboard for an initial //Overview//, //Lists//, //Interfaces//, //Research//, //Doublet tool// and //Filter//. |
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| ==== Overview ==== | ==== Overview ==== |
| 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 //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. |
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| ==== Lists ==== | ==== Lists ==== |
| The Lists section is divided into the submenu items Target groups, Newsletter, Opt-ins, Block lists, Temporary block lists, E-mail negative list and Domain negative list. | 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. |
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| === Target groups === | === Target groups === |
| 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. | 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. |
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| Within this target group area, you have various functionalities to create, select, clean, delete, filter or merge target groups, among other things. | Within this target group area, you have various functionalities to create, select, clean, delete, filter, or merge target groups, among other things. |
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| <WRAP round tip 90%> | <WRAP round tip 90%> |
| Information on handling target groups can be found in the article //‘[[en:how_to_edit_target_groups]]’//. | Information on handling target groups can be found in the article //"[[en:how_to_edit_target_groups]]"//. |
| </WRAP> | </WRAP> |
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| === Newsletter === | === Newsletter === |
| 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 //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. |
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| === Opt-ins === | === Opt-ins === |
| //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. | //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. |
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| === E-mail negative list === | === Email blacklist === |
| The //E-Mail negative list// 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 //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. |
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| === Domain negative list === | === Domain negative list === |
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| ==== Interfaces ==== | ==== Interfaces ==== |
| 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 or via 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. | |
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| 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 //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. |
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| | 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. |
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| ==== Research ==== | ==== Research ==== |
| 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. | 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. |
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| ==== Duplicate tool ==== | ==== Duplicate tool ==== |
| The //Content// area contains all system areas and functions that are fundamentally necessary in preparation for the creation of content. | The //Content// area contains all system areas and functions that are fundamentally necessary in preparation for the creation of content. |
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| The area is divided into the submenu items Templates, Master Templates, Media Browser, Voucher Code Lists, RSS Feeds and Data Sources. | The area is divided into the submenu items Templates, Master Templates, Media Browser, Coupon Code Lists, RSS Feeds, and Data Sources. |
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| ==== Master templates ==== | ==== Master templates ==== |
| In the //Master-Templates// section, you can create your own master templates or call up master templates customised for you by promio.connect. | In the //Master-Templates// section, you can create your own master templates or call up master templates customized for you by promio.connect. |
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| 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 | 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. |
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| ==== Templates ==== | ==== Templates ==== |
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| <WRAP round tip 90%> | <WRAP round tip 90%> |
| You can find instructions on how to create a template in the article //‘[[en:how_to_create_templates]]’//. | You can find instructions on how to create a template in the article //"[[en:how_to_create_templates]]"//. |
| </WRAP> | </WRAP> |
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| ==== Media browser ==== | ==== Media browser ==== |
| 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 organise your files clearly. | 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. |
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| <WRAP round tip 90%> | <WRAP round tip 90%> |
| You can find out how to upload images to the Media Browser in order to use them in your mailings in the article //‘[[en:how_to_upload_pictures]]’//. | You can find out how to upload images to the Media Browser in order to use them in your mailings in the article //"[[en:how_to_upload_pictures]]"//. |
| </WRAP> | </WRAP> |
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| ==== Voucher code lists ==== | ==== Coupon code lists ==== |
| Under //voucher code lists// you can upload voucher codes as a CSV file, which can then be linked to campaigns. This means that individual voucher codes from the lists can be automatically displayed for each recipient in the content of your newsletter using a variable. | 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. |
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| ==== RSS feeds ==== | ==== RSS feeds ==== |
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| ==== Data sources ==== | ==== Data sources ==== |
| //Data sources// is 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. | //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. |
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| ===== Settings ===== | ===== Settings ===== |
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| The //Settings// area is basically a more administrative menu area that can be used to make various basic settings. It contains the areas domains, from addresses, API, test delivery list, job queue, SSH keys and link replacement. | 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. |
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| ==== Domains ==== | ==== Domains ==== |
| In the //Domains// area, new domain 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. | 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. |
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| <WRAP round tip 90%> | <WRAP round tip 90%> |
| Instructions for setting up a domain can be found in the article //‘[[en:how_to_create_a_domain]]’//. \\Information on creating a new from addresses can be found in the article //‘[[en:create_sender]]’//. | Instructions for setting up a domain can be found in the article //"[[en:how_to_create_a_domain]]"//. \\Information on creating new from addresses can be found in the article //"[[en:create_sender]]"//. |
| </WRAP> | </WRAP> |
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| ==== API ==== | ==== API ==== |
| 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. | 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. |
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| ==== Test distribution list ==== | ==== Test distribution list ==== |
| New personalised test addresses can be created under //Test delivery list//. These can be personalised by entering personal data and grouped into test delivery lists by assigning clients and then used for personalised test mailings. | 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. |
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| ==== Job queue ==== | ==== Job queue ==== |
| You will find the following icons in the top left area: | You will find the following icons in the top left area: |
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| {{:en:left_area.png?nolink&200|}} | {{de:left_area.png?nolink&200|}} |
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| ===== Management ===== | ===== Management ===== |
| The //Administration// {{:en:management.png?nolink&20|}} icon can be used to make client settings and set up and administer user accounts under //Clients & clients// depending on the role or authorisation. To create a new user, click on the {{:en:fta.png?nolink&20|}} button at the bottom right, select //Create user// and enter the necessary information in the form that appears. | The //Administration// {{de:management.png?nolink&20|}} 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 {{:en:fta.png?nolink&20|}} button at the bottom right, select //Create user//, and enter the necessary information in the form that appears. |
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| 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 {{:en:fta.png?nolink&20|}}. | <WRAP round tip 90%> |
| | Information on creating a new user can be found in the article //"[[en:how_to_create_a_new_employee_account]]"//. |
| | </WRAP> |
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| Settings can also be made here in the personal //user account// for system language, password settings, tracking and notifications. | 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 {{:en:fta.png?nolink&20|}}. |
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| | Settings can also be made here in the personal //user account// for system language, password settings, tracking, and notifications. |
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| The system language can be switched between German and English via the //Language// section. | 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 //Security//, the set password can be renewed, and two-factor authentication can be configured. |
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| Under //Tracking// you can optionally activate anonymised tracking of system usage. This is used to anonymise system usage in order to further improve the promio.connect platform. | 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. |
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| 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 {{:en:notifications.png?nolink&20|}} icon. New messages are indicated by a number on the bell icon, which describes the number of notifications. | 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 {{:en:notifications.png?nolink&20|}} icon. New messages are indicated by a number on the bell icon, which describes the number of notifications. |
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| ===== Calendar ===== | ===== Calendar ===== |
| The calendar function {{:en:calendar.png?nolink&20|}} 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. | The calendar function {{de:calendar.png?nolink&20|}} 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. |
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| ===== Notifications ===== | ===== Notifications ===== |
| Notifications {{de:notifications.png?nolink&20|}} 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. | Notifications {{de:notifications.png?nolink&20|}} 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. |
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| Which system areas you are informed about depends on the selected subscriptions and, of course, on your access authorisation to the system areas, which is defined by your assigned role. | 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. |
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| | ===== Download Center ===== |
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| | 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. |
| ===== Help ===== | ===== Help ===== |
| The help area {{de:help.png?nolink&20|}} 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. | The help area {{de:help.png?nolink&20|}} 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. |
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| You can also create service tickets in the //Tickets// tab and get help with your questions and concerns. There are also the areas | You can also create service tickets in the //Tickets// tab and get help with your questions and concerns. There are also the areas |
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| {{tag>Structure Menu Overview Login promio.connect}} | {{tag>Structure Menue Overview Login promio.connect}} |
