EMMA: How to Set-up a Trial Account

Emma Account CreationWATCH VIDEO

  1. Log in into Emma
    Click on Menu (Top Right) select Sub Accounts from dropdown.
    Click on Create a New Subaccount
    Enter Account Name:
    a. The format should be: TRIAL – Business Name – ESP
  2. Ignore the rest. Click Save. Wait for it to create.
  3. Once created, Scroll down and find your newly created account (you must manually search for it, and cannot place it in the search bar)
  4. click on the drop down arrow for that account, and choose “View Subaccount”
  5. Click on the orange Account at the top right and select Account from the drop down.
  6. Under the Basics Tab:
    a. Account Name: will be pre-loaded
    b. Account Email: enter emma@totalloyalty.com
    c. Business’s Time Zone: Select (if it is a multi-loc account, please select the time zone that most locations fall under.
    d. Click Save
  7. Skip the Additional Info Tab
  8. Under the Sender Info Tab:
    a. Sender Name: enter business name
    b. Sender Email: buisness@totalloyalty.com (do not add any apostrophes or special characters)
    c. Fill in Merchant Address Information (If it is a multi-location use 3708 Hempland Rd. Mountville PA 17554)
    d. Click Save
  9. Under the Features Tab:
    a. Template Gallery – OFF
    b. 24-Hour Summary – OFF
    c. Save as Template – ON
    d. Show Landing Pages – ON
    e. Show Code Your Own – ON
    f. Show Blank Template – OFF (Click Save)
  10. Skip the Notifications tab
  11. Skip the Custom URLS tab
  12. Skip the DKIM tab

Adding “SentEmails@totalloyalty.com” to Audience

  1. Click “Contacts” under the Audience tab
  2. Click “Add Contact”
  3. Enter “SentEmails@totalloyalty.com” into the email field
  4. Click to “Create Group”
  5. Type “Trial”
  6. Click Create
  7. Select the “Trial” group you just created
  8. Click Save & Close

Creating the Default Coupon TemplateWATCH VIDEO

Go to Campaigns
Click on Landing Pages
Create a new Landing Page

  • Rename the Landing Page: Default Coupon Template
  • Change the Page Background Color to White
  • Change the Column from 2 to 1
  • Delete all the pre-loaded content
  • Insert the following Sections in this order:

Text Box
Text Box
Image
Text Box

First Text Box: (click the “< />” button and insert this code)

<div style="font-size:20px; line-height:26px; color:#ffffff; text-align:center;"><strong>Print Coupon</strong><br>Windows (CTRL+P) | Mac (CMD+P)</div>

Go to the gear icon and change the background color to black

Second Text Box:  (click the ” < /> ” button and insert this code)

<div style="font-size:48px; line-height:32px; text-align:center; color:#000000; ">$XX OFF<br><span style="font-size:24px; line-height:24px;">Any Purchase of $XX or More</span></div> 

Image Box:
Add Logo (Adjust Size as Needed)

Third Text Box: (click the ” < /> ” button and insert this code)

<div style="font-size:16px; line-height:18px; text-align:center; color:#000000; "><strong>Business Name</strong><br>Business Address</div><br><div style="font-size:14px; line-height:16px; text-align:center;">With this coupon. Not valid with other offers. Expires X/XX/XX.</div> 
  • Go to the top toolbar and select “Template”
  • Change the Left and Right Border to “Dashed” and both at a width of “2”
  • Hover over the bottom Text Box, and click the Gear Icon
  • Within the pop-up tool bar, select the gear icon at the bottom left
  • Under the Border section, add a “2” into the field for “Bottom” and change the “Solid” border to “Dashed”.
  • Click Save

IMPORT APPLICABLE LISTS:

Please pull and import any/all applicable lists (Local Flavor, Merchant Supplied, TLS App Opt Ins, Zuppler) Once completed, please update the trello card Task List to remove any lists that were not-applicable, and add a date to the lists that were applicable and imported.

HOW TO IMPORT LF LIST: – WATCH VIDEO

When you open the trello card, you will see an attachment. Save it to your desktop. Go to Emma Audience, Imports, and import the file. When importing you will add/select a source of “Trial”, click on the radio button labeled “Leave them alone (add only), and click continue. On the next page, please ignore every field in red except for the email address, please make sure that is not red, but black and importing as an email address. Click Continue again. Add or select a group titled “Trial”, and hit continue. Click Import.

HOW TO IMPORT A MERCHANT SUPPLIED LIST:

If you receive a merchant supplied list, send it to Parkey to clean/kickbox. When he sends you the cleaned list back, save the file. Go to Emma Audience, Imports, and import the file. When importing you will add/select a source of “Trial”, click on the radio button labeled “Leave them alone (add only), and click continue. On the next page, please ignore every field in red except for the email address, please make sure that is not red, but black and importing as an email address. Click Continue again. Add or select a group titled “Trial”, and hit continue. Click Import.

HOW TO IMPORT A TLS APP OPT IN LIST:

There is a quore report that you can pull per business if they have an App. Go to http://q.cmag.com/Report/1153, select your business, select a date range that starts with a 2014 date and ends with the current day we are on, and generate an excel sheet. Save it. Go to Emma Audience, Imports, and import the file. When importing you will add/select a source of “Trial”, click on the radio button labeled “Leave them alone (add only), and click continue. On the next page, please ignore every field in red except for the email address, please make sure that is not red, but black and importing as an email address. Click Continue again. Add or select a group titled “Trial”, and hit continue. Click Import.

HOW TO IMPORT A ZUPPLER LIST:

This is only something you need to pull/import if they have TLS OO. This can be done by going to reports.zuppler.com, finding the business, (and once the report fully loads) you can scroll down and download the last 6 months of data. Save the file. Go to Emma Audience, Imports, and import the file. When importing you will add/select a source of “Trial”, click on the radio button labeled “Leave them alone (add only), and click continue. On the next page, please ignore every field in red except for the email address, please make sure that is not red, but black and importing as an email address. Click Continue again. Add or select a group titled “Trial”, and hit continue. Click Import.

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