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What is marketing cloud ?

Marketing Cloud is a set of digital direct marketing solutions that enable businesses to convert as many visitors as possible to customers, communicate directly and continuously with them.

The solutions of marketing cloud includes tools such as pop-ups, email marketing, newsletters, landing pages and more. Some of them are automatically managed by a marketing automation, and the other are managed proactively by marketers.

What software/hardware do I need to use inwise?

Any computer using Microsoft Windows XP or a later version of operation system, and Google Chrome or Firfox 3 or later version browser will do. For image editing you can use a variety of editing software; We personally like IrfanView.

What is Email Marketing?

Email marketing is a powerful marketing tool and a most effective way to connect with customers and strengthen your relationship with them. Email marketing allows you to promote products and services, send updates, invites, or any other information you want your customers to know. Email marketing is anti-spam, consisting of consensual communication with each of your customers.

Why should I use email marketing?

Email marketing allows you to communicate with a large number of customers – both existing and potential, at a relatively low cost. It allows you to convey your message to your customers without requiring them to actively search for your message. It also provides you easy tracking of delivered message, and its recipients’ response to it. One of the most important features enabled using email marketing is the ability to accurately measure your ROI (return of investment). Email marketing is a great way to increase your customer scope, communicate with them, engage them, and be green by marketing and advertising without any use of paper.

Why inwise?

Because whether your a large-scale corporation, a one-man local business, a non-profit organization, or a personal blogger, inwise will meet all your email marketing needs.

How? By providing 360-degree solution. Use inwise for public relations, newsletters, product launches, quotes, invoices, sale alerts, reminders, greetings, internal communication, memos, reports, photo sharing, and so much more.

Where do I start?

First, sign up for a forever free account. After completing a brief sign up, you can log in to inwise and import your list of newsletter subscribers. Then, you simply add your company details (name, logo etc.), create a designed newsletter, and send.

Need help? Our support will assist you in the channel of your choosing.

Do I need any technical knowledge?

Not at all. inwise is an all-user system, providing you a simple and user-friendly interface. If you know how to send an email, you know how to use inwise.

Do I need to know HTML code?

Nope. inwise has an intuitive and simple-to-use editor, allowing you to design and edit your newsletter without any hassle. You can change basically everything, using a drag and drop interface: fonts, colors, images, links, and much more.

Do I need to download inwise to my computer?

No. inwise is an online service. That means you can use it via your browser, just like any other website you visit. Entering your username and password will take you inside your inwise account.

Logging In

I forgot my password. What now?

No need to panic. It’s all good. To get your password, you can either:

  1. Go to Login page, and Click ‘Forgot your password’. This will guide you through resetting your password.
  2. Contact our support team.

Need to reset the password of someone else in your organization? Users of Manager permission level can do that. After resetting their password, go to the Settings menu and choose Replace Password to set a new one.

Why am I asked to change my password?

We put great effort in protecting your data. As part of our security measures, we ask you to change your password periodically.

Where my account’s Api Key appear?

Click on the “Little Man” icon at the top of the screen, then click on “Api Key”

Where can i see my account billing plan?

Click the “Little Man” icon (account settings) on the top right of the system and click “My Billing Plan”.  In that screen you can see in which plan your account and which existing tickets do you have.

Contacts and Groups

There are 2 options for managing contacts in inwise system:
1. Manage contacts and groups (internal source) – The most popular way for businesses and organizations who choose to manage contact lists in inwise. We recommended to reading the guide: managing and segmenting contacts.
2. Manage contacts and groups (external source) – Organizations that maintain a database (SQL in its various versions) can connect the inwise system with their database without having to export and import current and manual files.

How do I import contacts?

You can import contacts in one of the following ways:

  1. Bulk import: upload a CSV/Excel file with your contacts.
  2. Manually: If you want to import a small amount of contacts, you can add them manually. If you want to enter email addresses only, you can entering all your contact email addressees together, separated by comma. Want to enter additional information on each contact? You can enter them manually one by one in the new contact area.
  3. Connecting to external database: You can import a contact from an external database using an API connection. This options has advantages and disadvantages: The advantage is allowing you to manage the contacts in groups. The disadvantage is that using this option, some features will be unavailable, including remove from group, duplication and more.
  4. Import from Outlook: this is the least recommended option due to security limitations posing difficulties on the import process. In this case, we recommend exporting your contacts to a CSV/Excel file, and importing it to the system, as described in option 1 above.

Can I add contacts to more than one group?

Definitely. You can choose in the contact person area all the groups you wish to add the specific contact to. Sending a newsletter to more than one group, contacts included in more than one of these groups – will receive the newsletter one time only, as the system eliminates duplicate delivery automatically. This last feature does not apply when using external groups/contacts.

If the contact appears in more than one group, will he receive the mailing more than once?

No. An email campaign will be sent to each contact only once, even if contact appears in different groups and for each group the mailing is sent separately

How do I remove a contact person from a group without removing them from other group?

Go to the contact person page. Uncheck the ✓ box next to the group you wish to remove the contact from, and save.

How do I search a contact person and update their incorrect email address?

Simply type the contact person details (name or email address) in the search field. After you’ve located the contact person, enter their personal details to edit them. If you’ve encountered an incorrect email address in a statistic report, you can go directly from the report to the contact person area for editing by clicking the ‘edit’ button.

Adding a new contact to a group, the system reports they already exist, although they do not.

In this case, there’s a good chance this contact person already exists in another group. Try locating the contact using the search field (at the top part of the screen). Found them? Great. Now add them to a group of your choosing from their contact page. If you have a large number of contacts you wish to add to a new group, consider importing them via a CSV/Excel file. Another option is adding a tag to the contact person.

I do not see all of the contact details in the group page. Why?

You can choose the contact details you want shown in the group page. Simply click in the group page on the pencil icon located at the top of the table, and choose the fields you want to see. 

I imported an Excel file that contained contact information, but only some of the details were updated, why?

It is reasonable to assume that the contacts whose details were not updated are contacts that already existed in the system and that a quick import was made. The purpose of the quick import is to import new contacts (including their details) into the system, or add existing contacts to a new list (without updating details). To update the existing contact information you should import the file in slow import.

I imported contacts, but updated were less than the original number. Why?

There are two possible reasons:

  1. The file consisted of duplicated contacts, meaning – more than one contact under the same email address
  2. Some of the contacts have an incorrect email address

The results of your import, and answers to any disparities, are detailed in your import report.

Importing a CSV file, some of the fields were not updated. Why?

It is possible some fields were not mapped during the import. Please check if the file you are trying to import contains a field that does not exist in the system and should be created. 

Importing a CSV file, I get the following message: The given value of type String from the data source cannot be converted to type bigint of the specified target column.

Typically, the message above is received as a result of field mismatch, for example – entering letters or characters that are not numbers in a number field (i.e. a phone number set as a number field). What you do is re-import the contact file, and map the fields from the file in accordance with the fields in the system.

Trying to upload a data file (PDF, Word, Excel), a ‘Page Not Found’ message is received. Why?

The reason can be either of the following:

  1. The file is larger than the size limit – 10MB.
  2. There is a communication problem. Please contact our support team.

Why can’t I import a contact file in Excel format?

Please try the following solutions:

  1. Make sure the file name ends with .csv. If not, edit the file name / file format accordingly.
  2. Check if there is an illegal character or sign in one of the columns.
  3. If the file is above 10MB, split it into two separate files.

How do I remove a contact from one group without deleting him from the other groups?

When editing the contact card, remove the ✓ from the checkbox for the group which you want to remove the contact.

How do I delete an external group that’s not connected anymore?

Simple. Just press the Delete button next to the external group.

Edit an Email Campaign

What kind of images can be uploaded to the system?

When you save images use PNG, JPG or GIF format.
Maximum file size: 1.5 MB for an image

How to remove/add social networking icons

During editing the campaign, click on the “Add Element” (Plus Icon ), drag the “Follow us” element .
Clicking on the icons will open a content design pane. Click on the “Edit Icons and order” button.

Clicking on an icon of each social network and its darkness – will remove it. Clicking on and lightning the icon will activate it.
Entered in the field of each icon the relevant address

Can I copy content from files like: Word, Excel or Web site to the content editor?

This is not recommended.
When you copy exists content from other files such as Word, Excel, Web site or similar software, other code lines are added.
Therefore, we recommend copying the content to a simple text editor such as Notepad, and then copying the content to the system.

How can I create a new template from an existing email campaign?

At first, you have to create a new email campaign. Once you’ve updated your mailing information, you can select the “Copy this message” option.
Next, select the campaign you want to copy, and click the “Copy” button. A content editor screen opens, where you can edit, adjust, and resubmit your mailing.

Can I edit an email campaign that I already sent?

You can not edit an email campaign that has already been sent, but it can be copied, edited, and resubmitted.
First, create a new email campaign. Once you’ve updated your campaign information, select the “Copy this message” option
Then, select the campaign you want to duplicate and click the “Copy” button. A content editor screen opens, where you can edit, adjust and resubmit your mailing.
Alternatively, from the list of campaigns, select the campaign you want to duplicate and click “Copy”.

How to add a link to a clicker phone number?

When editing the email campaign, stand on the text block where you want to add the tag and click on the small pencil icon “Edit Element” .
In the pane that opens, select in the link type field “Address (URL)” .
In the Link Text field, type the phone number or text (for example – call us).
In the protocol field, select “Other”.
In the Address field, enter the word “tel:” and then the phone number, as follows: tel: 03-5555555

How to create a "Send a Friend" link within an email campaign?

While editing an email campaign, click on the text block where you want to add the tag, and then click on the small pencil icon next to it “Edit Element”.
Click “Custom Tags” and select the “Send To Friend” tag. This tag can be tracked, so you can know to which other recipients the mailing has been sent

Can I add the contacts first name in the Contacts bar ("To")?

Yes of course. There is a comprehensive guide that explains how to do this – for viewing the guide

The contact received a mailing containing the text "click here" in addition to the link itself, why?

The email display setting in the contact mailbox may be in a text rather than HTML.

How to copy text formatting that appears in another text block of the campaign email?

You can duplicate the text block where the formatted text appears (clicking on the Duplicate Element icon), and update the relevant text.

Can I import fonts into the system or use different fonts?

Only fonts built into the system can be used because they are recognized and supported by all mail servers.

I created a new campaign email, and when I try to send it to a test group I get a message, that the link is too long, what should I do?

There is a certain limit on the length of the links. If you receive such a message, you can contact our support.

I am trying to create a link in an email campaign and receive an error message. What causes this?

The cause of that problem is an object that was copied incorrectly from Word, as soon as the object will be deleted – the problem will be solved. Therefore, try removing different elements from the mailer (one at a time) and try to create a link again.

How long does the system maintain an automatic backup of an email campaign?

The system keeps backups for only a few days. You can use this option to recover email campaigns.

Sending an Email Campaign

Can I schedule an email campaign sending?

Of course. Once you finished editing your mailing, on the last screen, you can select “choose a date” and schedule the sending time.

Is it possible to track contact’s actions?

Yes, while you enter to the contact card, click on the “View History” icon located in the top menu bar. This screen shows all the relevant statistics for the contact.

Is there a mechanism that prevents a campaign from sending multiple times to the same contact?

The system has a mechanism that prevents duplicate email campaign sending to the same contact. This mechanism refers to the contact’s e-mail address. However, if you send a duplicate campaign, it will be sent again to the same contact. That’s  because the number of the copied campaign is different from the original mailing.

Is it possible to resend a campaign email that has already been sent to a new contact?

You can do this by duplicate the campaign and sending it to the new contact.

I sent an email campaign to a contact list, but in fact, it was only sent to some of them, why?

There may be several reasons for this:
– The contact list included contacts who removed themselves (unsubscribe)
– Incorrect email addresses
– Bounced contacts from previous campaigns.

You can look at the funnel in the analytics area to understand the distribution of those contacts that did not receive the campaign.

How can I change the sender’s name and the "replay to" address of an email campaign?

Unsubscribe

Does the system have an unsubscribe mechanism?

Yes, absolutely.
According to the anti-spam law, every email of marketing nature must include an unsubscribe link allowing the recipient to remove himself/herself from the mailing list and not receive any more emails from the sender. That is why inwise automatically attached an unsubscribe link to every email and campaign you send.

What about Unsubscribe link?

An Unsubscribe link is added automatically to every newsletter. You can view it at the bottom part of your newsletter. This option is important both marketing wise, to allow your recipients the option to choose the messages they wish to receive, as well as legally, as part of the anti-span law, requiring all sender of advertising messages to include this option. Your recipients choosing to unsubscribed are documented and classified as such in the system.

Can I undo unsubscribe action?

By law, you cannot undo an unsubscribed action. According to the spam law, you are forbidden from sending newsletters to people who unsubscribed from your group. If you wish to undo subscription, please contact our support team.

Can I update the text that appears on the unsubscribe link?

Yes. youou can change the text of the unsubscribe tag in the account settings by adding # unsubscribe # tag as a link in the text.

I imported unsubscribed contacts, but they are not updated in the system. Why?

Importing unsubscribed contacts, there are clear rules regarding the Excel file format.  The Email column should be the first column, and the column header must be – Email – in English only. Also, the first line must be a title row.

What are the reasons for removal from a contact list?

There are three main types of removal from the contact list:
“Manuallay” – The sender removed a contact by adding his email address to an unsubscribe list.
Import – Import an unsubscribe list
Self – If the contact has chosen to remove himself, he must choose the reason for this:
1. These emails are not relevant to me
2. I do not want to receive any more emails
3. I do not remember ever signing up for this list
4. I get too many emails
5. The emails are spam
6. Other

If the contact has reported via the email service about the mailing as “spam” (in Gmail for example) – you will register for reason # 8

Do I need to delete a contact who unsubscribed when importing a contact file?

No need. Contacts who unsubscribed from a group can be part of the standard mailing list, but they will not receive newsletters as part of the unsubscribed contact list.