Account Settings: Authorised admin access is required to edit these settings
Tags: Used to group users for search purposes
Users: List of all contacts with login access to use this account
API Users: The token for application integrations operating on this account
Email Alias: This is where you can set up email redirections. For example, a user's email address changes or they leave the company. This will ensure any communications or alerts will not be missed.
File Profile: This is where you can map fields when importing Account contacts
Contact Support: This is where you log a ticket if you need guidance or need to report a technical issue.
Anniversaries: are events that you can trigger email or SMS reminders for by setting a trigger for a specific date or time.
Name: This is the internal naming category. Be sure to choose a name that will be easy to search and identify later, we recommend including dates.
Status: You can switch the anniversary alert on or off by clicking this button
Description: Optional field, this can be a useful reference for internal teams
For contacts on this list: Select the list you would like to reference for the anniversary alerts to go to.
Using this date field: Select the date field reference from the drop down menu (all contacts with this start date)
Send this email: Select the email that you would like to send from the drop down menu. You must have created the email first.
Time of day to send: Set the time you want the email to send here
Allow Email Duplicate: This is a setting to allow the contact to receive the email more than once for example if you are sending the same email weekly. If you do select this the system will automatically not send duplicates.
Tags: Optional field for search and grouping purposes. A list of all Tags can be found by selecting Tags in the dropdown menu under your account name.
Emails: This tab lists all Emails associated with the automation workflow. For your convenience you can view and edit the Emails from this tab.
SMS: This tab lists all SMS campaigns associated with the automation workflow. For your convenience you can view and edit the SMS from this tab.
Forms: This tab lists all Forms associated with the automation workflow. For your convenience you can view and edit the Forms from this tab.
Start Automation: Click on this blue button to enable automation flow and accept new entries.
Stop Automation: Click on this blue button in the details tab to stop new items entering the automation flow. Items currently in the flow will continue processing.
Send an email: Selecting this action, you will be asked to enter the email address for the email trigger should be sent to. If your database contains multiple email address fields for a contact, you will see the options to select here. Click Select email to select which email campaign to use in the trigger. Click Done.
Send SMS: Selecting this action, you will be asked to enter the mobile number for the SMS trigger should be sent to. If your database contains multiple mobile number fields for a contact, you will see the options to select here. Click Select SMS to select which SMS campaign to use in the trigger. Click Done.
Update Contact: Selecting this action, you will be asked to enter the contact field which you wish to update. When the form is submitted, the particular contact field will be updated with the value provided in the form.
Wait: Selecting this action means the workflow will be kept in a pause state based on the specified waiting period. Select minutes, hours, days or weeks.
Branch: Creating a new branch will allow you to create more complex rules associated with the same condition
Copy branch: This action will copy the entire branch from the point selected downwards.If: This is to build the condition logic, which will execute action "A" if yes and action "B" if NO. You can build logic based on the value the user submits via the contact field or the form field.
When: Is a specific time when a condition is carried out.
Form Submitted: If the recipient has submitted the form within the selected time period or a specific date
Form not Submitted: If a recipient has not submitted the form within the selected time period or a specific date
Email Clicked: If a recipient has clicked on the email within the selected time period or a specific date
Email not Clicked: If a recipient has not clicked on an email within the selected time period or a specific date
Email Opened: If a recipient has opened an email within the selected time period or a specific date
Email not Opened: If a recipient has not opened an email within the selected time period or a specific date
Exclusive choice: This is based on IF/Else condition to build a logic which will execute action "A" if yes and action "B" if No. There are eight condition types.
Trigger: This is the condition that sets action in motion
Rule: This is a measure?
Cut/copy/delete: This allows you to cut copy or delete the selected condition the same way you would in a Word doc. To paste a cut or copied condition, click on the + symbol where you wish to paste or insert into the workflow and click Paste from the drop-down menu.
Refresh: This is a page reload or reset. If information hasn’t been saved it will be lost.
Undo: Undoes the last edit made to the automation
Redo: This reinstates the last change
Each test recipient: When selected, this option provides a text box to enter a valid email address that the campaign test will send to. More than one email can be provided in the 'Test recipient(s)' text box.
Individuals: When selected, a text box appears where you can either type the contact email or if you click on the link "Add random contact Individual" TractionNext will pull a random contact from the attached list. The test email will be personalized with the contact details for these individuals and sent to the 'Test recipient(s)'. This is especially useful when testing dynamic content criteria.
Contact List: When selected, a drop down menu will appear showing all contact lists containing less than 25 contacts. Select the contact list and the test email will be personalized with the contact details for these individuals and sent to the 'Test recipient(s)'. This is a more thorough means of testing with a larger number of test subjects.
Contact Details Activity:
Fields: This tab provides all the fields belonging to your contact. To edit the data, just click the Edit button and click Save after changing the values.
Lists: This tab provides all the Lists your contact belongs to along with the history. To add your contact to a new list, click on the text box and select from the drop-down list that will appear containing all the available lists in your account. To remove your contact from a list, click on the X in the selected list you wish to remove your contact from. Click Save.
Activity: This tab provides information on your contact's engagement with any activity sent from the platform such as whether your contact has been sent an email, opened an email or clicked a link, etc.
Campaigns: This tab provides the list of campaigns that the contact has been sent and interactions in relation to the campaign, such as opens or clicks.
Forms: This tab provides the list of forms to which the contact has received and interactions with the form.
Statistics: This gives the average open and clicks relating to contacts overall activity.
Validation Type: There are three types of validation – None, Email and Mobile Number. Choosing email will validate value for a correct email in accordance with RCF email standards (e.g. should have @, .com, etc.). Choosing mobile number validation would check for valid mobile numbers based on country (currently supports AUS, IND, UK, and SGP). Choosing None means there is no data validation on the incoming data coming into the platform.
Field Type: If you selected "None" in the validation field you need to then indicate the "Field Type" and you will see five field types to choose from in the drop down menu.
Identifier: Fields marked identifier will be used to identify the contact, e.g. Email or Name. It is a match key to identify if an incoming contact record is unique or already exists in the database.
Text: Fields marked as Text will only accept text entries.
Number: Fields marked as Number will only accept numerical entries.
DateTime: Fields marked as DateTime will only accept date entries.
Boolean: Fields marked as Boolean will only accept "yes" or “no” entries.
Name: This will be the name of the List. Try to use properties that are specific, logical and easy to remember to make things easy when carrying out a search. I may even be helpful to include a date reference.
Description (optional): Complete this field if you require additional info such as explaining the purpose of the list, or important notes to other users.
Tags: This is a simple text field where you can set the tag for this List. You will then be able to search and group your Lists based on their Tags. A list of all Tags can be found by selecting Tags in the dropdown menu under your account name.
Account: This is the account owner and where all contacts are assigned to the main database. You will see the Account in the top right of your screen next to your user name.
Accounts can be set up as a single company account or separated into individual departments to keep databases separate.
If you are a marketing agency using TractionNext to send emails on behalf of clients then this is where you will see a drop-down menu of individual customer accounts.
Contacts: This is your contact database where you can manually enter contacts or import and export from external file sources such as an Excel spreadsheet. This is where you would also permanently delete a record from. You would use Contacts as a place to store individual contact records.
Contact Lists: Are a static group of contacts, separate from the database. Contact Lists are a chosen group of people that won't change unless you manually make a change or set up a form to feed new subscriber contacts into a list. You would use Lists as a way to define a group of recipients, e.g. "TractionNext Subscribers" or "VIP customer promotions list".
Segments: Are a dynamic grouping of contact details, they hold criteria rather than a list of people, e.g.; "All males in NSW". A Segment will update the number of Contacts it returns in a search each time by running an updated search on the database and picking up all individuals who meet that criteria. The segments you can create are dependent on what data you have collected. A Segment is not defined to just one List it can work across multiple Lists to extract contact details. You would use Segments if you wanted to extract Contacts relating to particular criteria within a list. For example; if you want to send a reminder to all contacts whose subscription expires on 4th January 2019.
Contact Fields: Are additional fields of data that are not already pre-configured in TractionNext. You would use Contact Fields if you wanted to collect and filter your contacts based on a unique data requirement, such as the university the contact attended which is not a standard data requirement collected.
Blocklist: This is where you to block or unblock contacts from receiving communications. You would use this if a contact has requested you unsubscribe them, as an alternative to them clicking the unsubscribe link. This is also where you would look if a contact has notified you that they are not receiving emails but they would like to be if they appear in the Blocklist you can then unblock them.
Create Email campaign field:
Name: Enter the email campaign name. We recommend using a naming convention for your campaign, for easy reference when searching.
Description: Enter a brief description of your email campaign (optional field).
From Name: This is the name that will display in the recipients inboxes. To personalise the From Name go to the Personalise drop down list and select the relevant field you wish to use.
From Address: This is the email address the email will appear to the recipient. To personalise this field go to the Personalise drop down list and select the relevant field you wish to use.
To Address: This is an identifier field which the email campaign will be sent to. For most clients this will be Email Address. If there is more than one email address on your attached list then options will be shown in the drop-down for you to select.
Reply To: this is the email address any replies or "out of offices" will go to.
Subject Line: This is where the subject for the mail is set. You can personalise this field with any field option within the database. To do this go to the Personalise drop down list and select the relevant field you wish to use.
A/B Testing: select this if you want to test alternative subject lines or from address. This is recommended to work out what generates the best email deliverability and open rate results.
Tags: This is a simple text field where you can set the tag for this email campaign. You will then be able to search and group your campaigns based on their tags. A list of all Tags can be found by selecting Tags in the dropdown menu under your account name.
Contacts: Displays the total number of contacts including Active and Subscribers
Active: Number of contacts who have opened interacted in the last 30 days (e.g.; opened an email).
Subscribers: Number of contacts who have been added to the database for the last 30 days.
Average Open Rate: is the average total open rate % of all the campaigns sent in the last 2 months to date
Last Month: Total % of all emails opened in the previous month
This Month: Total % of all emails opened this month to date
Average Click Rate: is the average total click rate % of all the campaigns sent last month and current month to date. A click means the customer has actually clicked and interacted with the email.
Last Month: Total % of all emails clicked in the previous month
This Month: Total % of all emails clicked on this month to date
Sent this week: Total number of emails sent this week to date
Last Week: Number of emails sent last week
Total: Number of emails sent in the last 30 days
Latest Email Campaign: Shows the open and click rate for the first 8 hours for the last email campaign sent
Key Statistics: Relating to the last email sent
Delivered: % of emails sent out of our system, not spam or quarantined
Open Rate: % of emails previewed in latest campaign
Click Rate: % of emails clicked to open in latest campaign
Bounced: % of emails not delivered to inbox, this includes, soft & hard.
Unsubscribes: % of unique contacts who have clicked unsubscribe from the latest campaign
View Detailed Report: This shows all the data collected for the last email sent; Send details, overview, reading environment, top links clicked, 24hour activity and device summary
Templates: This is where you will see standard templates that come with TractionNext. Click Custom and this is where your custom built or branded templates will be found (custom templates can be uploaded and found at: Campaigns/Templates).
Blocks: This is where you will find pre-made blocks that come standard with TractionNext, with a combination of text and images in a variety of formats.
Settings: This is where you can change the email background colour and window background color
DragNDrop Email Builder: allows you to create emails by dragging and dropping content blocks. (Recommended for non-technical ability)
WYSIWYG Visual Editor: allows you to see how the email content will look like as you create or edit your content. (Recommended for minimal technical ability)
HTML Code Editor: This allow you to create custom email designs using HTML code to build and develop. (Recommended for technical ability – Must know how to write HTML code)
Plain Text content, Zip/HTML Uploader: This is where you upload custom design templates
Name: Enter the name of the form, e.g.: "Product Questionnaire". This is an internal naming field and will not appear on the actual form, make sure it is something easily recognisable and searchable, perhaps include a date.
Description: This is an optional field where you can provide a brief description of the SMS campaign, or notes for other team members.
Form submitted: This allows you to create a follow up action once a user submits a form. By clicking on one of the three options;
- Show Success Message – you can also chose to personalise your success message from the drop down menu options.
- Redirect to a website - you can also chose to personalise your URL from the drop down menu options. This will add the field selected at the end of the URL and can be useful when tracking campaign analytics.
- Redirect to a landing page - choose which landing page the user will be redirected to from the drop down menu
Form Enabled: This will decide whether the form is enabled for submission, in other words Active.
Send Notification Email: Select this if you would like to send a notification email to the user who has submitted the form
Start and End Date: Enter the date period during which the form is available or accessible, i.e.; the dates which you want to collect data for.
Permit Unsecured Contact Update: When selected this will pre-populate the form with the contact’s details. Contacts will be able to update their details without any authentication.
Tags: Enter any topic for grouping and search purposes. A list of all Tags can be found by selecting Tags in the dropdown menu under your account name.
DragNDrop Form Builder: allows you to create forms by dragging and dropping content blocks. (Recommended for non-technical ability)
WYSIWYG Visual Editor: allows you to see how the form content will look like as you create or edit your content. (Recommended for minimal technical ability)
HTML Code Editor: This allow you to create custom form designs using HTML code to build and develop (Recommended for technical ability – Must know how to write HTML code)
Plain Text content, Zip/HTML Uploader: This is where you upload custom design templates
HTML code editor:
Fields (Highlight mode): Select the Fields button [ ] in the top menu to activate highlight mode. Only the HTML merge fields will be visible, this enables the user to easily check what merge fields are in the content.
Identifier Field: This is used as a primary key field for the account
Delimiter: This is to specify the format used in the CSV or text file
Date Format: This further confirms the date format involved
Insert new contacts: This facilitates the insertion of new contacts not already in the database or list
Update existing contacts: This will update the existing contacts with new data in the CSV file
Reject duplicates: This will remove duplicates in the file you are uploading
Remove from list: This removes contacts from the existing list in the platform based on the contact record data in the imported list file
Skip empty field in file: This skips any empty field in the CSV file
Update Subscribe Status: This confirms the exact subscription status for the incoming contact record in the form of a selected radio button. There are 3 options. e.g., No Change, Subscribe and Unsubscribe
Associate with contact list: When this is unchecked it will remove the contacts from contact list
Preserve removals from contact list: This keeps or preserves the contacts that are removed from the contact list
Import without a Contact List: This is importing as a record to the system database (not associated to list.)
Import to an existing Contact List: Select from the Contact Lists in the drop down menu
Import to a new Contact List: Create a name for the new list and all Contacts will import under this new name.
Identifier Field: Select from the drop down menu the field you would like to use as the main identifier between the two data lists.
Delimiter: How you would like the data formatted.
Date Format: Specify the preferred date order.
Insert new contacts: This is a setting to let the system know if this is new contact to either insert it in the list or ignore
Update existing contacts: Tick this box if you want the system to automatically update the existing contacts with any new data from the new source.
Reject duplicates: Tick this box if you don’t want to import any duplicated contacts that may appear in the source file.
Skip empty field in file: Tick this box if you don’t want to import any empty fields from the source file.
Update Subscribe Status: Select if you would like to automatically subscribe or unsubscribe all contacts you are importing. No change will keep the default settings.
Scheduled Report Details:
Name: This is the name you create, make sure to include detail that will make searching and identifying the report easy
Status: Select this to make the report schedule Active or Inactive
Description: Optional – you can add notes that may be useful to the wider team
Schedule: Select from the drop-down menu for the period.
Time to export: Set the download/send time
Scheduled Reports export settings:
System Reports: Select from the standard reports in the drop-down menu.
StartDateTime (DateTime): The date you want the series of scheduled downloads/sends to begin
EndDateTime (DateTime): The date you want the series of scheduled downloads/sends to complete.
Custom Reports: Select the radio button and select from the drop down menu
Scheduled Report export settings:
Enable FTP Option: Click to switch this on or off
Server: Enter the domain name of the server that will be receiving the download
Username & Password: Enter user details here to allow access
Folder Location: Enter the file directory location where you want the file to appear on the server
Filename (Optional): You can choose a location file name here
File Extension: Select CSV from drop down
Scheduled Report Notifications:
Email notification: Click to switch this on or off
Email: Enter the recipient email address. Separate multiple email addresses with coma
Subject: Enter the Email subject line here
Success message: E.g.: The scheduled report "Top Performing Campaigns" has successfully downloaded to the file
Failure message: E.g.: The scheduled report "Top Performing Campaigns" has failed to download please investigate.
Advanced search: If you need to search for a contact outside the standard search fields, Advanced search allows you to search for contacts based on List, Segment, Field, Measure and Custom Interactions.
Condition: In TractionNext a condition is a criteria.
Condition Group: You can chose to group conditions together to carry out more specific and detailed searches on contacts.
SMS Campaign Details:
Name: This is where you enter the SMS campaign name
To Number: Select the field name of the mobile number you wish to send the SMS campaign to via the drop down menu. If you have multiple mobile fields they will all appear here.
Description: This is an optional field where you can provide a brief description of the SMS campaign.
Tags: This is a simple text field where you can set the tag for this SMS campaign, this will allow you to search more easily at a later date and can be used to group separate SMS campaigns under a common topic. A list of all Tags can be found by selecting Tags in the dropdown menu under your account name.
Insert Field: This allows you to insert dynamic personalized content in your email. Click your cursor where you want the dynamic content to appear in the email. Click Insert Field button from the top menu, select dynamic fields from the drop down menu. The selected field will be displayed along with the [tracmark index]. Click the save button.
Insert Form: This allows you to insert a preconfigured Form into your email. Click your cursor where you want the form to appear in the email. Click Insert Form button from the top menu, select any existing form from the drop down menu. Click save button.
Link: This allows you to name a link to more easily track it in your reports as well as visually highlight the link in your content. Select the link in your email content that you want to track. Click on Track Link button in the top menu. A text box will appear with the related URL link. Enter a Tracking name and select highlight if required. Click Apply Changes. Click save button.
Source: Click the Source button in the top menu to switch between the HTML source code and the visual format. You can edit the code here and click save.
Unsubscribe: This allows you to determine what happens when a receiver clicks on the Unsubscribe link. Select the Unsubscribe link in the email then select from the 3 options provided; Unsubscribe = contact will be unsubscribed from the database for all communications, the contact can re-subscribe if they want to. Unsubscribe from list = contact will be unsubscribed only from the contact list selected from the drop down. Add to Blocklist = contact will not receive any communications ever, even if they try to subscribe again. The only way they can be added back into the contact list is if they are physically removed from the Blocklist.
Insert RSS: This allows you to insert your website RSS feed into your email content. Click on the RSS button and a pop up box will appear. Enter the URL for your RSS feed, enter the Category name, select element from drop down menu. Select the number of Items you would like to appear, click Insert.