Arial Software.com

Purpose

This document is intended to guide a user through a more advanced setup of Campaign Enterprise

Campaign Install and Setup

Download the software from the link in your download request email.
Double click the campaignenterprise.zip file using WinZip. For a free trial download of WinZip go to www.winzip.com.
Double click the CampaignEnterprise.EXE file.
Follow the instructions on the installation screen.
Campaign is now installed.

Additional Components

Before you can use Campaign you will need to make sure you have the following components

Database

Connection SMTP

POP accounts

Database Type:

Text: Simple to create but Campaign will not write back to a text database. It is advised to import text data into a database software like MS Access.

MS Access or equivalent: Easy to configure and use. This database should be local to your machine or on your network and accessible from the machine running Campaign.

ODBC Connection: More advanced to setup. Click here to see more on ODBC connection information.

Access to SMTP

This can be your company's SMTP server or your ISP's SMTP server. There are some configurations that should be made to allow relaying. Enter SMTP server in the knowledge base search feature.

Setup of POP accounts.

In order to use the subscribe/unsubscribe and bounce handling features of Campaign, you will need to have designated POP accounts created for Campaign. Speak with your network Admin or contact your ISP. We advise you create at least one account for each feature.

In order for the bounce handling feature to work properly you will need to create a separate bounce account for each database to which you will be connecting. If you have two separate campaigns, with two distinct databases, listening to the same account, you will not get accurate bounce reporting. The first campaign may remove any bounced emails it does not recognize from the POP account, even though they may be valid for the second campaign. By having a separate bounce account for each database you can eliminate this potential problem.

Launch Campaign

Open Campaign from the Start Menu, or run Campaign as a Service.
If you open Campaign from the Start Menu, the login page will open automatically. If you are running Campaign as a service, open a web browser and point it to http://127.0.0.1:81 or http://localhost:81.
Log into Campaign using the default username and password which is "admin".
Click on the Configuration button.

You will see the Configuration page:

Registration Information
Enter registration information here. If you have purchased Campaign Enterprise Team 10-user or higher, include your Serial Number and the Additional Users Serial Number you were given. Note: If you did not receive your Serial Number(s), contact our support department.
Port number
Campaign Enterprise's default port is 81, but this can be changed for security purposes. Speak to your network admin for available ports. Note: We advise that you do not use port 80 since this is the recognized port for serving web pages.
Campaign Server Address or IP
Enter the IP address of the machine on which Campaign is installed. If you wish to use the click-thru features of Campaign Enterprise you need to specify your domain name or the public IP address. Note: You should consult with your network administrator determine your public IP address.
User Session Timeout
Specify, in number of minutes, the session log out period. After the set number of minutes of inactivity, a user will be logged out and a session made available for somebody else.
Pop Account Monitoring Cycle
Enter the POP Account monitoring interval in minutes. The default interval is 5 minutes. Campaign will check all the POP accounts at the interval specified. Note: this feature is only necessary when using Campaign's response handling features.
Defaults
Specify the default SMTP server. Each project that is created will default to this server. Note: When you first create a campaign the default server will be listed, but you can change that when you edit if you wish.

Create a new Campaign

Click the New Campaign button
Name Campaign Note: You cannot use the same name for multiple campaigns.
Click Save; Step 1 - Data Source will open automatically for you to begin editing. Click Save to save your changes, Cancel to close without saving. When you click on any other tab in the edit screen you changes are saved.

When you cancel or save in any of the edit screens you will return to the Main Menu. Your Campaign will now show in the Main Menu screen.

Click on the Edit button for your campaign to return to the setup. (Steps 1-5 of this guide refer to the Campaign Edit Screens).

Run/Test Campaign

Click the Run/Test button, a new screen will open.
Run: Click Yes to send your Campaign, No to cancel.
Test: Click Perform Test to check the performance of the email merging function. Note: Make sure that you disable any chaining (step 5) prior to running a test. Chained campaigns may inadvertently be sent live.
Click Close to get back to the main menu and then Click on the Reports button. You will see a list of report options for the specified campaign. Information for the latest Run or Test is displayed here. Note: In the Report screens your test runs will be indicated in the link to the specific log file with "TESTRUN.TXT". i.e.
(05/16/2002 08:14:46) CampaignID000016-LogFile-20020516081446TESTRUN.TXT

Next: Step 1-Data Source

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