ListBaby Overview

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ListBaby is a powerful mailing list tool that allows you to send emails to your subscribers. And the best part is, we never limit the number of folks you can email, or the number of times you can email them. We know how important keeping up with your fan base is, and we want to help you make that happen!

If you have already created your settings, skip Settings and move on to Import Contacts.

Contents

Settings

You can access settings from the main menu at the top or the side menu when in the settings area.

1. Click on Settings to access the admin area. The below window will appear where you enter your list info. When done click SAVE CHANGES.


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2. Now click on SIGN UP INSTRUCTIONS . This is where you get the opportunity to customize your users sign up process.

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1. This will be what the user will see after confirming that they actually did subscribe to your list. (an email is auto sent to them asking for confirmation) They will get an option to add more info to their contact information.

2. This message will pop up after the user confirms their subscription.

3. Let them know that they have entered an email address that is not valid.

4. Thank them for being so anxious to be a part of your mailing list but they have already signed up : )

If you prefer to send the recipient a "Thank You" Email instead, click on "Thank You Email" to compose the message you'll automatically send to new signups. Just be sure to click on the check-box labeled "Send a thank you message when a new contact confirms their membership to your list."

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Easy Import of Existing Lists - Multiple Contacts

Have a mailing list already? OR multiple contacts you would like to import? ListBaby has made this very simple.

If you have more than just email addresses, here's the type and format the document should be prior to importing.

First, make sure that your document has the below headings - even if you just have emails you want to make sure you add the heading "email":


email, first_name, last_name, street_1, street_2, city, state, zipcode, country, phone


These headings are case sensitive. You MUST use lower case headings to successfully import your CSV into ListBaby2.


You do not need to use all of the above headings - just add headings for the info you have entered.


So your completed .txt or .csv (comma seperated file) should look something like this:

You do not need to use all of the above headings - just add headings for the info you have entered.


So your completed .txt or .csv (comma seperated file) should look something like this:


email, first_name, last_name, city


cameron@gmail.com, Cameron, Troney, Portland

some@email.com, Jimmy, Dole, San Francisco

blah@regret.com, Cate, Phlegmming, Detroit

another@jobs.org, William, Phanning, L.A.

email1@domain.org, Jimminy, Cricket, Miami

eamil2@domain.org, Ferris, Hemmingway, Chicago

blah@dot.com, Jimmy, James, Dallas


An example CSV file is available here.


Now that you have created your document let's go through the steps to import it.

1. Click on CONTACTS located in the menu at the top. You will be taken to the following window:


UploadCsv.jpg


2. Click the BROWSE button and navigate to the document you just created. Click upload and presto that's it.

If we were to import the csv document for the above sample list, your next window would look like the below:


MyNewList.jpg


3. If all of the contacts you just imported were fans, you could click the radio button at the top, which selects ALL, and then add the tag "fan" to all the contacts : ) To read more about Tags check out our create tags area.


If you have any problems or questions, please send us off an email at hostbaby@hostbaby.com or give us a call 1-888-448-6369. We'd be happy to take care of this for you.

Adding Users Yourself - One at a Time

Import your existing list, or start fresh and use our easy built-in subscribe form to collect new addresses for ListBaby, our HTML Email List Manager!

1. To add one new user, simply click on ADD NEW in the CONTACTS dropdown menu.


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2. Now just add your new contact's info.


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3. Tags are a great tool for grouping certain contacts together. You can add as many tags to a contact as you want. When you send out an email, you have the option to send the email only to people who have a certain tag attached to their contact ☺ You may want to add tags such as "fans" or "press".


4. Click Add this contact. That's it!

Contact Management

Editing a contact is easy.

1. Access your contacts by clicking the button CONTACTS on the menu at the top.

2. OR by clicking the button CONTACTS on the side menu.

3. Click on the Edit link beside the contact you want to edit and the window will expand. This is where you can make changes to your contact.

4. If you would like to add or edit a tag, make the changes in this box and then click Tag That!. Any already existing tags show right above this box. You can remove any of the existing tags attached to a contact by clicking on the red X next to the tag.

5. Once you have made your changes, click on Save Changes to save your changes.

6. Just click on Delete? to remove a contact. Don't worry, a pop up window will allow you to confirm or cancel this action.

7. Add a single contact by clicking Add a Contact.

8. Import a group of contacts by clicking Import Contacts.

9. This check-box next to "Active?" allows you to de-activate contacts you want to keep, but don't want to Email when sending out messages.


ContactManage1.JPG ContactManage.JPG

Creating Your Sign-Up Form

It's SUPER easy to add a subscribe form to your site and you don't have to worry about doing the work to integrate it. AND you can customize your own sign-up form to put anywhere on your site. Below is an example of a simple sign-up form requesting the users email address:

1. Log in to your Listbaby account and click on SIGN-UP WIDGET located to the top-right of Listbaby.

Signup.JPG


2. The below window will open where you just fill in the blanks to create your signup form. When you are finished, click the SAVE CHANGES button.

Signup1.JPG


3. Once you have saved the info you entered, the code will be created for your form and will appear in a box. Now just select all the code and paste it wherever you want your signup form to appear on your site. Now wasn't that cool AND easy : )

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Campaigns - Creation

Once you have your subscribers set up, you may send them email with our HTML Newsletter tool. Whether you are an advanced HTML coder or don't know any at all, you can use ListBaby to make your email stand out against the rest! Drop in images, links, or use one of our many templates. You even have the option to build yourself a beautiful email template! Totally customized by you.

So lets start creating!


1. Click on the tab CREATE located in the CAMPAIGNS drop-down menu or the link labeled "Create Campaign" on the left column:

CreateCampaign.jpg

You'll then be directed to the below page.


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2. Name your campaign in the space provided and click Submit. We'll use "First Campaign" in this example.


3. This is the area where you get to select who you would like the email campaign to be sent to. You can send to Everyone on my list OR Just some people. From here, we'll get into more details on how to manage who you sent your message to.

Campaigns - Recipient selection

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If you want your email to be sent to specific individuals, select JUST SOME PEOPLE.

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This will direct you to the Filter Creation page. From here, we have 2 options available.

  1. you can filter your recipients based on tags that you entered for these fans
  2. Or you can filter your recipients based on their Profile info (Name, City, etc)

Let's go over Tags first

4. Select the tags radio button (which you have assigned to contacts) then click on "Add a rule"

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Doing so will take you to the Tag Selection page:

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5. You have two drop-down menus here to work with, as well as your tags. This section will list out all the tags you have on your contact list. By default, a tag is added to your contacts if you IMPORTED a contact list - the tag matches the name of the imported .CSV used.

The first drop-down menu describes if a contact MUST or MUST NOT have selected tags. This will allow you to include, or EXCLUDE contacts based on their tags.

The second drop-down menu allows you define if your contacts must have All or Any of the selected tags. For example: you can have both the "from: MyList.csv" and "new" tag selected. If you have All selected, then your contacts must have BOTH those tags listed in their contact information to be included on the message. If you have ANY selected, then any contacts with either of those tags will be included.

These options allow you to really fine-tune who you send a message to, based on their tags.

6. Make your selection and click the Use these tags button. Once you do, you'll be back at the Filter Creation page

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You'll notice that your newly made rule is listed out now. You can always either edit the rule, or remove it by hitting the respective Edit or Remove link under the rule. You can add more rules based on tags by hitting Add a Rule again, then creating a new one based on Tags. Let's move on to Profile based rules this time.

7. After clicking on Add a Rule then selecting to make a rule based on a person's Profile, you'll be directed to this rule-making page:

CreateCampaign7.JPG

Now you have three drop-down menu options.

  1. The first menu represents the different fields you can filter by, based on profile information (First Name, Last name, City, etc)
  2. The second menu is another "Must" or "Must Not" rule variable, allowing you to include or exclude based on this rule.
  3. The third menu adds more specific rules, such as "Contain" or "starts with".
  4. The Fourth field allows you to enter in text to represent the rule

So based on these rules, you can filter based on, for example:

First Name >> Must >> Contain >> Bob

Meaning, that only the recipients with a first name "Bob", or those with "Bob" in their name (Bobby for example) will receive a message. Most users will use this sort of filter to adjust messages to be sent to certain cities/states they visit on tour.

So, create your filter as needed, and select Save Rule when you have the all rules you'd like in place.

8. Finally, back on the Filter Creation Page, you have one more option to sort through.

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You'll notice that when you have multiple rules in place, you can select from a new drop-down menu at the top of this page. You can choose to make sure that "Your recipients need to match:" ALL of the rules, or ANY of the rules. Basically allowing you to filters to be either all inclusive, or exclusive from each-other. Adjust according to your needs. You can always see how many of your recipients fall under your filters to the bottom left, where it shows the number of folks that will receive your message.

Once you've gotten all your filtering rules in place the way you like, click on the "Proceed with Campaign" link to the bottom right to continue on!

Campaigns - Composing and Sending

9. You should now be on the template page where you can select the theme you want to use. The links below each thumbnail allow you to preview or select your desired template.

CreateCampaign9.JPG


The theme you have selected will appear in your current window where you can customize the look and write your content. We'll go with the "Banners1" template in this example


10. Click on any of the pencil icons to edit that area of your email.


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11. When you click in the first area, a window will open where you can easily upload your image or graphic. Click the Browse button to navigate to the image on your computer. Click Upload Image! And that's it!

Once your image is uploaded, it will replace the default image in the template.


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12. Click in the Band Name area and a window will open where all you have to do is type in your band name and click save. Pretty easy !


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13. Clicking in the last area is where you will compose you email. You have unlimited customization power here. Upload pictures. Use the html area to really get fancy, if that's what you like to do. Have fun !


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14. At the bottom of the page, there are 2 links Preview it. and Send a Test.. Click Preview it. to preview your work and "Send a Test." to send a test to the email you specified in your account [Settings].


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15. With each click of a button, you will be stepped through the process.

16.You will receive an email where you are able to click on links to edit your campaign or schedule when you want it to be sent.

NOTE Give Listbaby a bit of time to send you a test message and confirmation Email - you should receive 2 Emails. They aren't sent out INSTANTLY, so give them 10-15 minutes to arrive at your test address.

2nd NOTE - You HAVE to confirm via the confirmation Email you get sent in order to be allowed to schedule your campaign to be sent. If you don't get a confirmation Email along with your test message - resend your test message to yourself.

3rd NOTE - Be sure you're LOGGED INTO ListBaby when you click on the confirmation link!

17.If everything looks great and you are ready to confirm, you will be brought to the following page.

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From here, you can either send the message as soon as possible (Send Now), or you can schedule your message to be sent at a later time/date.

18. Click the appropriate "send" button depending on how your sending your message.

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Once you schedule a campaign, you'll get one last opportunity to CANCEL it if you made a mistake. If you wait too long, and the message starts getting sent, Listbaby will let you know. Typically, even if you set your message to "Send Now", there's a 5-10 minute delay before Listbaby starts kicking out your newsletters.

19. Once you have created campaigns, you can click on CAMPAIGNS in the menu to see, or copy any of your previously sent campaigns.


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