Getting Started

Overview

If you're new to Everlytic, the Getting Started section will help you find your way through the program. In this guide, we cover topics from importing your contacts to accessing reports after sending messages.


Logging In

When you registered your account you would have received a welcome email which contains the URL for Everlytic, your username, and your password. Use those details to log into the system.

Personalise Your Account

Before you start sending emails, it's a good idea to make sure that your account settings are filled out. The more info you provide in your account settings, the more useful stats we'll be able to provide you (e.g. industry comparison stats).

To get to the settings dashboard, click the gear icon at the bottom left of the screen.

personaliseyouraccount

Company details, such as address and phone number, are used in the CAN SPAM footer. This tells your readers exactly who you are.

 

Screenshot of email footer

Screenshot of email footer

 

Once you have filled in your profile and account properties, click Save on the bottom right. You're ready to start Importing Contacts.

Importing Contacts

Before you can start sending emails and SMSes, you need to import your contact database into the system. Follow these steps to import your contacts:

Step 1: Prepare Your Contacts

When importing your contacts, it is a good idea to clean up your list a little beforehand. Everlytic will automatically remove duplicates, and system addresses such as "info@" or "help@". However, imports will go a lot smoother if you make sure each field has its own column, each contact's details are in their own row, and incorrect email addresses are corrected before importing.

 

Screenshot of correctly formatted spreadsheet.

Screenshot of correctly formatted spreadsheet.

Step 2: Select Import Type

To start importing contacts, go to Contacts > Import and then click the New Import button.

There are four import options available:

  • Upload
  • Copy & Paste
  • Server
  • Service

Click on the icon of the import you wish to make.

Step 3: Upload / Copy & Paste

In the Upload option, you select the CSV, Excel or Text file you wish to upload from your computer.

In Copy & Paste, separately copy and paste each comma separated row in the allocated space.

Step 4: Allocate the Correct Fields to Your Data

In this step, you tell Everlytic which field it must apply to each column of your data. If the first row of your coloumn matches our internal system's coloumn names, the first row will automatically map it as a header row and will not be imported. Columns will be excluded from the import if they are not allocated to the correct field.

fieldmapping

Step 5: List and List Options

You can add your contacts to an existing list by checking the checkbox next to that list's name in the table. You can also create a new list by clicking the New List button next to the search bar.

The next screen allows you to select specific list options on import:

  • Set contacts to unconfirmed on import and send a confirmation mail.
  • Update all existing contact details in the system with the imported data.
  • Send progress emails to a specific email address.

importoptions

Step 6: Confirm and Start Importing

Check the checkbox to confirm that your list is permission based, and then review the import settings. If you notice any errors, you can return to a previous step by clicking on the icon of the step at the top of the Import screen.

importconfirmation

The import will process in the background, so you can carry on to creating your first email. Once your import is complete, you will receive an Import Report via email.

For a step-by-step guide on importing contacts, please see our Imports page.

Create and Send Email

You can send newsletters, invitations, or any other kind of communication using email or SMS. Once you've imported your contacts into a list, you can create your first message.

The system will guide you through the message creation process. To start creating an email, click Email > Create Email. The email wizard will guide you through the following steps:

Step 1: Composition Options

Everlytic has five different composition options to accommodate users' needs and skills. We offer a separate tutorial for each one. Click the link beneath each image to see the full tutorial for that composition method.

BuilderClassicCoderURLZIP
The BuilderClassicThe CoderImport from URLUpload from ZIP

Step 2: Choose a Template

In this step you will set the overall appearance of your email.

Templates have predefined style sheets and formats. They're designed to be used as-is. It's best to choose one that's most suited to your content, and requires few changes to the layout.

You can change the colour scheme by choosing colours for the page and content backgrounds, as well as the text colour.

Step 3: Set Message Properties

Message properties are the basic details that differentiate this email from all the others you will create. You will tell Everlytic the subject line, description, and sending email address to associate with this email. If you have multiple emails with similar subject lines, you can use the description to further differentiate your emails.

The subject line is really important. Your contacts will often decide whether or not to open your email based solely on the subject line. For more on effective subject lines, see our Best Practices in Email Design guide.

Step 4: Compose Your Message

In this step of email composition, you can change the content of the email by replacing the template text and images with your own. You can also personalise the email by adding tags that tell Everlytic to insert your contact's personal details, like their name or address.

As we mentioned earlier, Everlytic has five different email composition options. We won’t go into detail on each of them here, so please see the appropriate tutorial for the one you prefer to use (you can use the table above, or the main menu to choose the correct tutorial).

Step 5: Select Lists

In this step you need to define which lists to send your message to, as well as segment your lists for deeper reporting. Check the checkbox next to a list's name to select it. You can choose multiple lists.

Click Apply Filter to open the filters table. All the message filters you have created will be listed here. You can apply a filter to your list by clicking the radio button next to the filter name. You can also see the filter properties by clicking  the Properties button. Remove the filter by clicking Clear list.

You can create a new filter by clicking the plus icon above the filters list, and working through the wizard. Click Save and then apply the new filter by selecting it from the list of available filters.

When you select lists, a quick count of the number of recipients is shown on the top right of the lists screen. This quick count is an approximate number and isn't 100% accurate. If you want a more accurate number, click the refresh icon next to the estimated number.

Step 6: Set Delivery Options

In this step, you can set delivery options for your email. You can customise the following options:

  • Sending Options
  • Tracking Options
  • Footer
  • Message Approval & Reports
  • Schedule
  • Intervals
  • Social Posting

Confirm & Send

The confirmation page shows a preview of the message, with the options you've selected as well as the number of contacts the message will be sent to. You can view all message details and send the message from the confirmation step.

For comprehensive instructions on how to create and send an email, please see our email tutorial.

Reports

After you send a message, you will be able to view comprehensive reports of contact activity on that email or SMS. Follow these steps to access email reports:

  1. Click Email > History.
  2. Click the subject of the message to see a preview of the message's statistics and contact activity.
  3. Click the Detailed Reports icon.

detailreports

Here you can see all the stats from your mail, including:

  • Open rates
  • Click rates
  • Bounces
  • Unsubscribes

There are links to other detailed reports on the right hand side of the overview report.

For more information on message reports, visit our reporting articles for email or SMS.
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