Campaign Enterprise can connect to any ODBC compliant database, one that complies with Open Database Connectivity requirements. These include, but may not be limited to the following:

• MS Access
• MS SQL Server
• MySQL
• Oracle

There are three steps to go through before making data available to the end user for actually sending the campaign.

• Set up the database connection
• Select the table and and filters
• Assign it to the end user

Set up database connection:

• Determine your database type. The database connection is dependent on what database you intend to use for your email addresses. Go to connectionstrings.com and get the right connection string for your database. You will need to know the version of your database, the permissions used, the IP address and other information as specified by your database administrator. You may also need a username and password depending on how your database is administered.
  
  Example Strings: 
  Access: Standard Security: Provider=Microsoft.ACE.OLEDB.12.0;Data Source=C:\myFolder\myAccessFile.accdb; Persist Security Info=False;
  
  Access: With Database Password: Provider=Microsoft.ACE.OLEDB.12.0;Data Source=C:\myFolder\myAccessFile.accdb; Jet OLEDB:Database Password=MyDbPassword;
  
  MS SQL Server: Standard Security: Server=myServerAddress;Database=myDataBase;User Id=myUsername; Password=myPassword;
  
  MS SQL Server: Trusted Connection: Server=myServerAddress;Database=myDataBase;Trusted_Connection=True;
  
  MySQL Standard Security: Server=myServerAddress;Database=myDataBase;Uid=myUsername;Pwd=myPassword;
  
  These are just a few examples. Go to connectionstrings.com to find the string for your database.
• In Campaign, log in as the administrator and click the Administration link.
• Click Database Connection Management
• Click Add New Database Connection
  Name it something readily identifiable, "Main SQL Connection" for example
  Select the database type
  Enter the string, with any variables necessary already filled in.
  
  When you save the string, Campaign will automatically test the connection. You may have to tweak the syntax of your string as prompted to successfully connect.
• If you are in a multi-user environment, make sure you assign the users and groups that have access to this connection.
  

Create External Email List:
You can now create a new external email list, using this connection string. All available connection strings will show in the drop down and you would select the one you need for a particular list.

• Click Email List
  
• Click Add New Email List
• Name the list something readily identifiable "Sales Followup" for example
  
• Select External and click continue
  Select the database connection from the list of available connections
  Select the table, SQL Statement option, Stored procedure or use a filter in the project by selecting "From Campaign"
  Match the columns shown, Bounce, Unsubscribe, ID and Email
  Then save the Email List
• Enter a Bounce SQL statement if you want one.
• Set the permissions for this connection
  

There are other options available for more advanced list configuration should you need it. Please contact technical support for more information. The email list will appear in the campaign to address field for those users with permission to connect to this list.

By: Chris Lewis

One of the uses of Campaign Enterprise is to send out triggered emails like for birthdays, anniversaries, or other info that has to be sent on X-amount of days after a date.  The following example sends out an email 3 days after someone signs up for information:

First, we have a table where information about your signups are stored.  For this example we will call this tblSignups.  In this table, we need a date column in this table to trigger on in your email.  For this example, we will have the column called "SignupDate" and this should be set at the date that the person signs up on your website.

Next, we create a campaign that we want to use to send the email and on the Datasource tab we use this following SQL statement (assuming MS SQL Server):

SELECT * FROM tblSignUps WHERE DateDiff(dd,SignupDate,GetDate())=3

Now for this Campaign to work, the campaign will need to be scheduled to run each day at the same time. If a day is missed, then that day's emails will not go out. The only way to make sure all emails go out is having another column in the database that is marked when the email is sent, and then you can check that in the SQL statement used for sending.  For example, if you had another column called EmailSent (a BIT type) that was set when the email was sent, you would use an SQL statement like this:

SELECT * FROM tblSignUps WHERE DateDiff(dd,SignupDate,GetDate())=>3 and EmailSent=0

You can add more sophistication to these statements but this is a good start.

By: Chris Lewis

When the first Arial Software products were create the database language of SQL was thought of to be too hard to use and just for programmers.  Many of the database operations that were done using our program were simple field/column updates, like incrementing a number in a record if the email was sent. The program was set up so that the field to be updated was in a selection box and the only operation you could do is increment the field by one. This functionality still exists today even in version 11, but as many have seen this simple operation is not sufficient.  Because of this we added the ability to run an SQL statement when an even happens in Campaign Enterprise, like when a record is sent, when an email is unsubscribed, or a click through occurs.  This feature can be turned on in the administration area which then causes the program to show this new SQL statement box on each even configuration screen.  Some have opted to, instead of incrementing a record, to insert a new record recording the event into a table that can be used for later reporting.  And example of this, say for an unsubscribe operation would be:

INSERT INTO tblUnsubscribes (CampaignID,UniqueID,EventDateTime) values ({CAMPAIGNID},{UNIQUEID},GetDate());

So, when a unsubscribe event happens for a particular email that was sent, this statement is sent to the database you are using and the values within the braces { } are replaced with real values.  The resulting statement that is actually sent to your database would look like this:

INSERT INTO tblUnsubscribes (CampaignID,UniqueID,EventDateTime) values (14,43456,GetDate());

After the operation is done, you will have a new record in the tblUnusubscribes table recording this event.  This data can now be used for filtering and/or reporting purposes later.  The advantage of this method is that it records the specific date and time of the event, and the data is separate from the original record.  Using this method is required when the original data cannot be modified due to security or database structure.

You can use any legal SQL statement you want for these events.  You could opt to update a record instead of inserting, or you could run a stored procedure to trigger other events.  More information is available on this subject on this website or by request.

When sending emails, to make sure you are not going to get into trouble with Spam lists, or worse, a violation of Federal law, here is a summary of the CAN-SPAM act:

1. Don’t use false or misleading header information. Your “From,” “To,” “Reply-To,” and routing information – including the originating domain name and email address – must be accurate and identify the person or business who initiated the message.
2. Don’t use deceptive subject lines. The subject line must accurately reflect the content of the message.
3. Identify the message as an ad. The law gives you a lot of leeway in how to do this, but you must disclose clearly and conspicuously that your message is an advertisement.
4. Tell recipients where you’re located. Your message must include your valid physical postal address. This can be your current street address, a post office box you’ve registered with the U.S. Postal Service, or a private mailbox you’ve registered with a commercial mail receiving agency established under Postal Service regulations.
5. Tell recipients how to opt out of receiving future email from you. Your message must include a clear and conspicuous explanation of how the recipient can opt out of getting email from you in the future. Craft the notice in a way that’s easy for an ordinary person to recognize, read, and understand. Creative use of type size, color, and location can improve clarity. Give a return email address or another easy Internet-based way to allow people to communicate their choice to you. You may create a menu to allow a recipient to opt out of certain types of messages, but you must include the option to stop all commercial messages from you. Make sure your spam filter doesn’t block these opt-out requests.
6. Honor opt-out requests promptly. Any opt-out mechanism you offer must be able to process opt-out requests for at least 30 days after you send your message. You must honor a recipient’s opt-out request within 10 business days. You can’t charge a fee, require the recipient to give you any personally identifying information beyond an email address, or make the recipient take any step other than sending a reply email or visiting a single page on an Internet website as a condition for honoring an opt-out request. Once people have told you they don’t want to receive more messages from you, you can’t sell or transfer their email addresses, even in the form of a mailing list. The only exception is that you may transfer the addresses to a company you’ve hired to help you comply with the CAN-SPAM Act.
7. Monitor what others are doing on your behalf. The law makes clear that even if you hire another company to handle your email marketing, you can’t contract away your legal responsibility to comply with the law. Both the company whose product is promoted in the message and the company that actually sends the message may be held legally responsible.

By: Chris Lewis

From time to time we get questions concerning email address verification.  Though many SMTP servers allow the verification of email addresses there are probably just as many that don't allow it.  So, email verification at it's best is about 50% accuracy using the method the internet RFC guru's designed.  Thanks to SPAMers this built in verification system is not very usable, especially with the big email providers. 

Campaign Enterprise and Email Marketing Director do not have this email verification capability mainly because doing mass email verification can cause your SMTP server to become blacklisted.  Many SPAMers use this technique with fabricated email lists in hope of getting valid email addresses (ie: jim@arialsoftware.com, dave@arialsoftware.com,...).  So while it is an important thing to keep your list clean it should be done as if you were a normal one-at-a-time emailer that gets a bounce when the email is bad, then you don't send to it again.  When you send out the first email campaign on a new list you will receive bounces if the email addresses are not valid.  It is important to receive these emails and mark them as bounces to not send to them again.  There are two reasons for this:  First, you don't want your campaign to waste time sending to these addresses again. If your list is small, this may not matter, but if your list is big, or you are paying for each email sent out through a service, it is especially important. Second, if you keep sending emails that bounce your SMTP server will acquire a bad reputation will eventually get blacklisted.

There are verifications services that specialize in the field of email list cleaning that have good internet reputations, are known for being good citizens of the internet, and are allowed mass verifications of lists.  One of them we recommend is http://freshaddress.com. You send them a list and they will make sure each address is usable, and they also do other services like email forwarding if the email address has changed.

If you use sending services like SMTP.C
Taking the time or spending the money to get your list clean will have many benefits over the cost.  If you try to save money here and do it marginally you may end up spending a great deal more in time and money trying to get your SMTP server off blacklists.

By: Chris Lewis

Sometimes it's best to go back to basics to understand some of the issues that can hamper your email distribution efforts. One of those basics is just how email is sent through the internet to the destination.  You may set up the perfect email and it may never reach your destination because it was blocked from getting there.  Most of the "hoops" that need to be jumped through is because of SPAM and open SMTP relays (servers that will allow anyone to send from it).  Below is a quick explanation of how the email system works and how your email interacts with sending and receiving SMTP servers. Here is the path an email takes:

1. Your email client sends an email to your SMTP server, say it was sent to chris@theirdomain.com

2. Your SMTP server grabs the domain name in the email, in this case THEIRDOMAIN.COM

3. Your SMTP server looks up the MX records for THEREDOMAIN.COM from your DNS Server (this is the MXLookup you find in MXToolbox.com website)

4. In the order of priority, your SMTP server attempts to connect to the first destination SMTP server based on the first MX record.

5. If the first destination SMTP is unavailable or busy, your SMTP server will move on to the next destination SMTP server, and so on.

6. Once your SMTP server has connected to a destination SMTP server, before the email is transferred, the full return-path (or FROM) email address to is sent to the destination SMTP server

7. If the destination SMTP is setup correctly, it will take the return-path email address and extract the domain name (in our case ARIALSOFTWARE.COM if we were sending the email)

8. Now the destination SMTP starts authenticating the email by one or more methods. The most common are below:
    =================

• The destination SMTP server looks at all it's subscribing blacklists and sees if your SMTP server's IP address is on the  list.  The destination SMTP server will most of the time reject any emails from any domain from your SMTP server
• The destination SMTP server "sees" the IP address of your SMTP server, which is does a reverse SMTP lookup to see  what domain name is assigned, and if the domain it finds does not match the domain of the return-path of your email than it can be rejected
• The destination SMTP server looks up the SPF record for ARIALSOFTWARE.COM from the ARIALSOFTWARE.COM  DNS entry.  If there is no SPF record for the ARIALSOFTWARE.COM domain, then your SMTP server may not have "authority" to send ARIALSOFTWARE.COM emails so the destination SMTP server can just reject it.  If the SPF record is found for ARIALSOFTWARE.COM, the record is examined to see if your SMTP server has authority to send  ARIALSOFTWARE.COM emails.  If your SMTP Server is not in the list, your emails can be rejected.
• A destination SMTP could have a built in SPAM scoring system like Assassin.  Your mail will be scored and either allowed to go through unscathed, allowed to go through but marked as SPAM, or not allowed to go through at all.

9. Any combination of these above methods plus other methods can be used to determine if an email is just rejected by the destination SMTP server
10. Exceptions - Sometimes these methods will create a SPAM score, and if the score is exceeded then the email is rejected.  So it is possible for one of these to fail but the email still makes it through
 
So, the answers to why an email does not make it is within this flow.  The MXToolbox.com website is a big combination of different tests which may confuse the issues.  Blacklisting ONLY has to do with the "sending" SMTP server and has nothing to do with a particular domain because you could use the same SMTP server to send out emails for multiple domains…so the IP address is king.  If you try to send out emails through your SMTP server that is blacklisted, most of the time the emails will be rejected by the destination SMTP server.

So, to effectively use the MXToolbox.com tool for blacklisting detection, you need to do two things.  First, you need to get the SMTP server they are using in Campaign Enterprise or Email Marketing Director.  You need to translate that SMTP server setting to an IP address if it is not already one.  Then you go to the Blacklisting tab and put that IP address in and then see if your SMTP server is blacklisted.

One last spin on this…if the SMTP server setting they are using is an "internal" IP address, like 10.10.10.1 or 192.168.1.100, then you will have to find out what the "external" IP address of the SMTP server is to see if it is truly blacklisted in the world.

By: Chris Lewis

As it turns out, we could keep going with all kinds of tips for making successful email campaigns, so the final ones I am writing about now and the last of the "prevalent" ones that we see regularly.

Consider Preview Panes - Many of your email recipients may be viewing your email in a preview pane with graphics turned off.  You need to consider this happening and frame your emails appropriately.  You may want to start your email with some text first and then add the graphics later down the email.  If you email is one big graphic, you may be shooting yourself in the foot.

Emails should be as short as possible - An email needs to have targeted information that hopefully can be scanned quickly by the recipient with the most important issues up top.  Don't build up your email like a written a book.  You need to write the email so that the first thing they see will be the biggest and the best part of the email with the later info just being details.

Consider mobile devices - Many mobile devices only have a view space of 320 wide.  So many people are using mobile devices that you may want to consider forming your email so it will look good in both normal computers and mobile devices.  This can be a lot to consider, but depending on the audience you are targeting it is something to consider.

Now obviously every time you send out an email campaign it is hard to consider all the tips and strategies you have and still make the email look good in all circumstances.  There is definitely a balance, and there are some things that are more important than others.  I find that small tweaks to email marketing strategy can change effectiveness many percentage points.  Email Marketing is not a "static" event.  Just like any marketing effort, create and then evaluate. 

By: Chris Lewis

Since there was such a great response to this subject, we now explore new ways to get your email through and read by the recipients.  We have found that effective email marketing is not a one-time ordeal but a conversation with the recipient.

User questions are great content for newsletters - The goal is to create more ways to encourage the recipient to open your email or benefit from the content. To do this you need to have content they will enjoy or benefit from.  If you create a weekly or monthly newsletter, get together with a group that deal with clients and see what questions have come up. If some people are asking the same questions, then it will be certain others will be interested in the answers.

Use your brand in the subject line - Spark interest in the reader and make them comfortable with opening your email.

Test your links - Emails with dead links are obviously bad, but you would be surprised how many emails do go out without a good test of these critical links.  Many SPAM filters will test these links to make sure they are live, and if not, will score down the emails and many recipients will not even get them.  Right before you are about to hit Send, send a test message to yourself, or better yet, someone else, and test to make sure every single link in your email is active. Even after the email goes out, for a day or two, test the links in the email again.  With active marketing departments that change things up a lot, you never know when something might change that effects your email.

Send a Plain Text version of your email along with the HTML version - Many SPAM scoring systems like to see an alternative plain-text version of emails.  If you are using Campaign Enterprise, after you have completed your HTML message, you can go into the Plain Text editor and import the HTML into the plain text area.  It strips away all HTML tags and allows people without HTML viewers to be the message.  Watch out to make sure your plain text version of the message is the same as the HTML version. If you make changes to your HTML message, update your plain text version too.  If you don't some SPAM scorers will think you are trying to trying to send two different messages.

By: Chris Lewis

Here are Arial we get many instances where clients send email perfectly for long time and then bamm! things start falling apart. Many times a software is, like ours, is blamed for the issues because it is a logical thing to look at first.  The truth of the matter is that Campaign Enterprise, Email Marketing Director, or any other emailing software does not change...but the circumstances around it do. Sometimes a dreaded OS update happens overnight and introduce new "support files" that your emailing software requires that causes a difference in functionality than before.  You might have a corruption of some of the email software files, but this is rare.

The #1 culprit of these "it just started happening" scenarios is Blacklisting. The internet is a dynamic place.  New technologies to protect the general public from SPAMers, Phishers and the like come online unknowingly and what was working great before all of a sudden just falls apart.  Email distribution management is not a noun but a verb.  It is an active thing that requires monitoring and maintenance.  Part of your maintenance schedule to make sure everything is working well should include a scan to see if your SMTP server system is on any blacklists.  We recommend using a website called http://mxtoolbox.com. With using this website, you can find out in an instant if you are being blacklisted by many blacklist sites.  It only take a few problems with your SMTP server or a few complaints from cranky recipients to be blacklisted so check it at least weekly or before you send out any major email blasts.

As email distribution professionals, we need to play by the rules and be good internet citizens even if the rules changes.  Remember, it is not IF the rules change, it is WHEN, so stay diligent.

Also, with visiting a free analysis tool like MXToolBox, be sure to visit a few of their advertiser and support their effort.

By: Chris Lewis

Mass Email Professionals have a job to do, and that is to get the emails into INBOXes.  To make an email campaign successful, there are things that need to be in place before you hit the send button or it is possible that even though all your emails seemed to go out, many of your emails could be in the SPAM box which is as good as the recipient not getting the email at all.  So, in order to increase your effectiveness in getting those emails delivered correctly, there are some guidelines you should follow that will be true for many of the big email providers like Gmail, AOL, and hotmail.

Make sure you have an SPF record in your DNS!
This is the #1 problem why email does not make it to the recipient, and many times you wont even know it.  Gmail requires this, and every email sent to it, it makes sure the SPF record is there.  At best, it goes into the Spam folder, at worst, it does not make it at all.

Make sure your links in your emails are not IP addresses and that they use port 80 (HTTP)
Many times you can just cut and past a URL not really noticing that the URL is an IP address or that it may even use a non-standard port.  These are huge red-flags to recipient email systems.  Also, try not to make the "test" part of a hyperlink the same URL.  Use real words like, "Click here to see..." or something.

Make sure your subject line is not too "flower-y"
Using all upper case words or lots of punctuation in your subject line can cause a higher spam score.  You want to attract attention to your subject but it should be done tactfully.  Use some type of useful information that is very specific to the recipient so that you may attract their attention.  Just mentioning their name is not good enough, and can sometimes be annoying and look like SPAM.  Be specific!  Think about what you would click on if you saw your subject line. Getting an email to an INBOX and not having the recipient even open it is a crime!  Bad examples of this are:

YOU HAVE TO SEE THIS!
***Sale now!***
Hello Chris, I think you will like this

It sounds simple, but you would be surprised by how many do this type of thing in the subject.  This happens a lot too when the email is not written by a person not using primary language skills or different cultures.  I don't mean to be harmful here, but many terms and sayings can be outdated or actually repelling, so make sure you edit things before sending out.  Overall, write emails like you were just writing to one person in a normal scenario.