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Adobe campaign user guide

Weiwei Cheng

Marketing

Concept of Process

Upload a

list Create a campaign Add a workflowSend a proof EDM

Retrieve

the listSend mass email

Most important steps

Upload a list

Upload list

Using the same username and password to upload list from the following site: Download the V_Samplefile from the website. The file name has to be

V_filenamexxx.

Please refer to the

pdf document to format your list. Otherwise your file cannot be uploaded. You will receive an email notification when the uploading is complete.

Required fields

Need to change

your legal entity

Create a Campaign

Create a campaign

Open up Adobe campaign in the Explorer view:

Expand the "Elsevier Campaigns" tab:

Create campaign in A&G Sales

Choose a category for your campaign

based on the word doc manual guide

I sent earlier.

These are the two campaigns

that I created.

Program Campaign Type/Label

Build reputation (Attract)Call for Papers

Build reputation (Attract)Performance Measurements -Impact

Factors

Build reputation (Attract)Performance Measurements -Article

Level Metrics

Build reputation (Attract)Performance Measurements -

Publication Speed

Build reputation (Attract)Performance Measurements -Article

Usage Alerts

Build reputation (Attract)Performance Measurements -Journal

Metrics

Build reputation (Attract)Publishing Initiatives -Open Access Build reputation (Attract)Publishing Initiatives -Content

Innovation

Build reputation (Attract)Top Institutes

Build reputation (Attract)Editorial Changes

Engage (Nurture)Special Issues

Engage (Nurture)Top Articles -Most cited

Engage (Nurture)Top Articles -Most downloaded

Engage (Nurture)Top Articles -Editor's choice

Engage (Nurture)CiteAlert

Engage (Nurture)Elsevier Article Dashboard Alerts

Engage (Nurture)Publishing Connect

Engage (Nurture)Exhibits

Category for your reference

ConvertElsevier Conferences

ConvertWebinars

ConvertWorkshops

ConvertE-reviews (B2B titles)

Create loyalty and satisfaction

(Nurture)Society

Create loyalty and satisfaction

(Nurture)

Membership

Create loyalty and satisfaction

(Nurture)

Awards

Create loyalty and satisfaction

(Nurture)

Author Webshop

Create loyalty and satisfaction

(Nurture)

Editors Upate

Create loyalty and satisfaction

(Nurture)Reviewer Communications

Create loyalty and satisfaction

(Nurture)

B2B Newsletters

GrowAcquisition -Personal Subscriptions

Grow Acquisition -Controlled Circulation

RetainRenewals -Personal Subscriptions

RetainRenewals -Controlled Circulation

MiscInternal newsletters

After you choose a category for your campaign, you can start create a new campaign. It's ok to choose any folder for your campaign as you can always move the campaign to the folder you want afterwards.

I choose Convert for my

campaign

Click the new icon to create a

new campaign

Click the folder to choose a

template

Better to change the label name for your campaign

so you can search your campaign easily afterwards.

Start date/End date are not important.

Just for your own record.

You can set an end date for your

campaign end date.

Click OK button to finish

creating your campaign.

Sender and communication type

are required fields

Add a workflow

Click "Targeting and workflows" to

create a workflow

Drag and release "Read list" to the

right hand side panel. This is where you need to upload the campaign receiver list that you've just uploaded.

Double click

the "Read list"

Click the

folder icon to look for your email list

Insert the email list name

you received in outlook.

Drag and release "Email delivery"

here. And then double click it to create the email content.

Don't forget to fill in these sections.

Better to use the same campaign

name that you just created.

Remember to use the right one for your

country.

Better to switch Unsolicited to Solicited if you

want these recipients receive a different email in a short period of time.

Click "Properties" and select

"APAC Marketing" so your campaign will be saved in this folder after creation. (please refer to the next page.)

Default disclaimer code

Default redirect code

These two default codes will need to be

inserted into your campaign html.

Type in email subject line

Change a folder

This is where you place your

campaign HTML code.

You will need to use MS

sharepointto create a html file.

Click "Source" to edit the

html code After inserting your EDM code, the content will display on the bottom. Please double check the content is presenting properly.

If everything looks perfect, click "Save"

Click on "HTML"

tab to see the EDM.

Send a proof EDM to yourself

Send a proof EDM to yourself

Click on the send a

proof button

Double click on "A

recipient"

Once you send

the proof EDM to yourself, you are unable to make any changes in your delivery.

Search for your email

address and press "Enter" button

You can add more

then one email address to send a proof email. You need to click on the selected email address and click on the "Finish" button in order to add other email address.

Analyze the email

campaign

Confirm delivery

You receive the test email.

Add Name to send a personalized email

Click a recipient and place last

name and first name in your EDM

Send mass email

While both read list(email list)

and EDM itself are fine, drag the line and connect to each other.

Then click the arrow and wait.

After the processing, you will see a gear

sign(which means your content is not approved yet) and the total email you want to send out.

Now, click "Dashboard"

for last step.

You will see your EDM information

here. Please Double check the content before you submit it..

After submitting the content, it will

show "Approval". You also need to approve the content.

After approving content and

contact list, you need to refresh the page by clicking the refresh icon.

You will see "Confirm delivery"

when all the process are finished.

Click "Confirm delivery" to send

out the EDM.

Last step

Schedule a campaign

Click on the Scheduling button

to schedule your delivery.

You can change your

delivery date and time.

Analyze and Confirm

your delivery.

Select the 3

rd option and postpone your delivery.

The campaign is

scheduled.

Search for your campaigns or deliveries

In the future, you look for your campaigns, you can follow the steps below:

Click on the Explore folder

-> Click on a sub-folder in A&G Sales folder that you have created before > Click on the Program folder 1 2 3

You can also click on campaigns button

to list all the campaigns you have created.

Search for a delivery

You can search for a delivery you created before.

All the deliveries are saved in the APAC Marketing folder which is earlier to search.

Resend the EDM to different people

Create a new workflow to resend a new list of

email address

Click on this envelope to a new

workflow in the same campaign

Then create a new workflow and

link with the new email list.

Resend the EDM to the same people

Create a duplicate campaign to resend the

same people again.

If you already sent a message to all those customer today, there is a rule in the system that defines that only one

unsolicitedmessage can be sent to a customer in the same day. That is avoiding you from targeting the same

customers again.

If you reallyneed to send another message to the same customers, you must wait until tomorrow, or send this

message with the Solicited Communicationdelivery nature. 1 2 3

Double click on the

campaign name

Click to open the

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