Mail-Logic Quickstart Guide - Mail-Logic

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Mail-Logic Quickstart Guide

1. Complete initial setup

It is important you complete the initial setup guide we have created. Start by clicking here, you can return when you are done.

2. Setting up recipients.

Team-Logic provides many ways to input Clients, businesses, and staff. There will be tabs on the main page for “Clients” and “Organizations”. As a general rule you should add a person to your “Clients” list and a business or organization to your “Organizations” list. For the purposes of demonstration we will add one “Client.” 

  1. Click on the “Clients” tab.
  2. Click the “Add Client” button in the upper right corner.
  3. Enter an email (input one that you can receive for testing).
  4. Enter a name and any other information (optional).
  5. Click the “Add Client” button on the bottom of the popup window.

Following these steps you will now have one Client to send newsletters to. To import many
Clients at a time you can use import utilities found in Admin > Import Utilities, this will only be available if you have administrative privileges. Delaware.Net can also import your data.

3. Set up Mail-Logic’s General Settings

Before we start making newsletters there are a few general settings that will make your life easier down the road.

  1. Click on the “Mail-Logic” tab.
  2. Within the Mail-Logic’s main menu click on the “General Settings” tab.
  3. Enter a “From Name”, this is what recipients will see as the sender’s name. It can be a business name or a person’s name.
  4. Enter a “From Email” and “Reply Email”, generally these can be the same. This will be the email recipients see as the sender and what they reply to.
  5. Enter an “Unsubscribe Message” (optional). This will be displayed at the bottom of the newsletter and inform recipients why they received the email. And example would be “You are receiving this email from Company X because you opted to receive our Monthly Mailer”. Below this message a “Click Here to Unsubscribe” link will always be present.
  6. Click “Update Default Values”.
  7. Every time you create a Newsletter these values will be automatically filled in. You can also change these values per-newsletter when you create it.

4. Set up a Layout Template (Optional)

Mail-Logic provides an easy way to create a template header and footer, eliminating the need to continuously input the same information for every newsletter.

  1. Within the Mail-Logic main menu click on the “Layout Templates” tab.
  2. Click the “Add Template” button.
  3. Enter a “Save Name”, this will be for your purposes to identify multiple templates.
  4. You can now select the type of newsletter to create, for details about the different types, see appendix a.  For the purposes of this guide select “Web Page (Standard)”.
  5. You will now be in the template creation page. There are 3 things you can do, add a border to wrap the entire newsletter, upload a banner to appear at the top of the newsletter, or add text for the header and footer of the newsletter.
  6. For the purposes of this demonstration we will add a banner. Click the “Browse Button” under the “Heading Banner” section. Browse to a jpg or gif image on your hard drive at least 600 pixels in width (less that 600 pixels will work but it will not fill out the entire newsletter width).
  7. Click the “Preview Button”, this will save your layout and display what it will look like in a pop-up.
  8. Click “Save and Exit” when finished experimenting with your layout.

5. Create a new Newsletter

Now to the fun part! You can save as many newsletters as you want, note that creating a
newsletter does not mean you have to send it right then and there, you will always be able to
save and exit without actually sending it.

  1. Within the Mail-Logic main menu click on the “Saved Newsletters” tab.
  2. Click the “Add Newsletter” button.
  3. Enter a “Save Name”, this will be for your purposes to identify multiple saved newsletters.
  4. You will be prompted to select “Wizard Mode”, “Basic Mode” or “Advanced Mode”. Generally, unless you are provided with HTML code or you are fluent in Website Creation/HTML you will want to select “Basic Mode” or “Wizard Mode”. “Wizard Mode” is similar to “Basic Mode” except it allows for multiple newsletter sections and the easy upload of images. For the purposes of this guide select “Basic Mode”.
  5. Step 1 will fill out basic information about the Newsletter. Much of the “Newsletter Basics” section should be filled out already from step 3, if any required fields (fields that appear with a red star) are not filled out, please enter them now. You can optionally select a layout template that was created in step 4 to wrap the entire newsletter.
  6. Click “Continue to Step 2”.
  7. Inside Step 2 you will be able to enter your newsletter body and upload any attachments. You can cut and paste text into the “Newsletter Body” text box from a word processor or type it up within this page. Please note that the Text Editor may not properly display complex layouts or images pasted from a word processor. Use “Wizard Mode” for more control over images and the layout of your newsletter.
  8. Click “Continue to Step 3”.
  9. Step three is for selecting who the newsletter needs to go to, it may be overwhelming at first but to get started it is very simple. Since we created one “Client” back in step 2 simply select the “Clients” checkbox under “Global Recipients”. To be sure the only Client is the one we entered click on the word “Clients” in the same section. This will allow you to view a list of all the Clients in your Team-Logic instance.
  10. Click “Continue to Preview”.
  11. Step 4 is for previewing what you have created and sending the message. Click “View Preview” to see what the newsletter will look like to recipients.
  12. It is highly encouraged to send a test message to your email before sending the actual newsletter to all recipients. Enter your email and click the “Send Test Email” button.
  13. After the test email reaches you, either click “Save For Later” or “Send Newsletter”.
  14. If you choose to send the newsletter it will redirect you back to the Mail-Logic main menu under the tab “Newsletter Tracking.” Note that it may not send the newsletter right away, newsletters are sent in “Chunks” to avoid being blacklisted by internet service providers as spam.

6. Track your newsletter

After sending your newsletter you should have at least one sent newsletter’s statistics. If you are not already there, click on the “Newsletter Tracking” tab of Mail-Logic’s main menu. From this page you will be able to view vital information about your newsletter. There will be a number labeled “Sent” that reflects the amount of messages actually sent out at this time. You can click the “Refresh” button in the upper right to update this information.

Appendix A

  • Plain-Text mode is perfect for intra-office communication and simple messages. Plain-text messages are also less likely to be blocked by spam filters. The "opened messages" tracking feature and layout templates are disabled for this type
  • Web Page (Standard) mode will allow you to create a newsletter message, format text and upload images in a "what you see is what you get" editor window.
  • Section builder mode will let you create a layout, add pictures, and style your newsletter in an easy to use interface.
  • HTML Code mode allows you to directly add HTML code into your newsletter. Use this option if you are provided HTML or generated the newsletter with an external editor.