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01

Contacts API

The following are available. Contact bulk create/update Contact bulk delete Contact bulk retrieve

02

Settings

Main Business Settings Main Business Settings such as name, slug, domain, logo etc. Main Business Settings Colours Mail Delivery Settings Default email address, from name, Mailgun server details, API credentials etc. Mail Delivery Settings Layouts These are frontend layouts in …

03

Reports

Campaign Overview Report: Within 10 minutes of sending, the campaign overview report will appear. Campaign Stats include: Emails Sent - Total Emails Sent (NB: duplicates will be removed on sending so this number may appear smaller than the scheduled number) …

04

Saving a campaign as a template

05

Saving campaign as template

There are two ways to create a template. User the Templates tab in the top navigation to start from scratch Save a template while editing the content in any campaign by using the ‘Save as template’ button in the top …

06

Replicating an existing campaign

One of the easiest ways to get started on a campaign is to replicate an existing campaign. This function will allow you to replicate the content without having to recreate it. Steps To create an exact replica of your campaign …

07

Creating a Campaign

*Video to be inserted here! Campaign Details Setting up the sending details for a campaign is an important step to take. For each campaign, the following details are required: Title* Title used in reports, stats and archives (internal reference only …

08

Syncing your lists through API

Please contact us for help on how to set this up.

09

Segmenting your contact database

The filters available is dependent on the Custom Fields created under settings. Your list imports need to have data associated in these fields in order for you to dynamically segment your database.

10

Importing existing contacts

Preparing an import file You most likely have your contacts in spreadsheet of some sort. Now it’s time to prepare this spreadsheet for import. Step 1 is to create a new list. Step 2 is to go to the ‘Import …

11

Contacts

Edit a Contact To edit a contact, click on the email address of the user you want to edit. Add a Contact To add a contact, you have two options: 1. Manually import through lists or 2. Automatically sync (contact …

12

View News Items Searched Terms

13

View Published News Items

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Quick News Submissions

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Upload Website Items

For every News Item, we have 5 buttons: Edit this Item (Settings page), Edit Introduction (The content before the Show More) Edit Body Content (The content after the Show More) Make a Copy Delete When you open the News builder …

16

Publish a Newsletter Issue

Create an Issue: Issue Reference: The Title of your Issue (eg Week 2, Term 3 2019). Slug: This is what the url of your newsletter will. It is used for public viewing (eg week-2-term-3-2019). Newsletter submission cut-off date: The date …

17

10 Minute Quick Tutorial

We’ve recorded this quick 10 minute video with the basics to help you get started with Newsroom.

18

Getting Started

We call our stories ‘News Items’, our newsletters ‘Issues’ and our email cover letters ‘campaigns’. In this article, you’ll learn the basics of Newsroom. Some quick notes: Before you can create a campaign in Newsroom, you’ll need a list. To …

19

Setting up Data Services

Currently, we only collect Assignments, Submissions and Comments. Naturally, we do retrieve all the relevant Course and User data along the way. Setting up Data Services with PortalHQ webhooks allows us to receive events as they happen in Canvas and …

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