All emails added by Administrators in the Group Account will automatically be created in their group default Market/Language Context. Example: Worldwide/English

Add Email Messages
1    Click on Prospect Generator, then on the Campaign sub tab.
2    In the Email Messages block, click Add Email.
3    Enter the Email Message Name in the text box.
4    Enter the Subject of the email in the text box.
5    Click the Add Email button.

Add or Edit Email Message Contents                 
1    Click on Prospect Generator, then on the Campaign sub tab.
2    In the Email Messages block, click the Email Message Name.
3    In the Email Contents block, click the Edit button.
4    Type in the text of your email and use the editing tool to change fot size, color, etc.
      HTML may be added by clicking on the HTML button on the bottom left corner.
 
Fields that can be pulled into an email message:
Email messages can be built with dynamic links that pull in the prospects First Name, Last Name, or Email. Example: Hello [First Name]....... When the email is sent, it will read "Hello John". A web page link may also be added to the content that dynamically directs to a network users shared web page. Example: www.[subdomain].mycompany.com/joinnow. When the email is sent it will automatically pull in the subdomain of the user from which the email was sent. When sent it will read: www.wowlife.mycompany.com/joinnow.

Use brackets to format the following words when you write the content:
First Name = [First Name] or [First]
Last Name = [Last Name] or [Last]
Email =  [Email] or [Emailaddress]
Subdomain = [subdomain]


Note: We recommended that Group Administrators create and edit Email Messages in a text document and then paste content into the Email Contents page.

Add Images to an Email Message           
5    In the Email Contents block, click the Edit button.
6    In the “Images” dropdown menu, select the location of desired images My Images or
      Shared Images (My Images hold all group images). A viewing of all Images will
      appear in the dropdown.
7    Select the Image(s) and drag over to the Email Contents block.
8    You may click on the image to format size and alignment -however we recommend
      resizing all images in a program (Photoshop, Illustrator, etc) to retain the brilliance
      of the image.
9    Click Save Changes.

Traditional email attachments can affect the size of an email, and inhibit recipient's from receiving emails. Within NetGen, email attachments are sent as links without the need for a recipient to download the attachment from their mail service. When a recipient clicks on the link, they are brought to NetGen to either download or view. Attachments will show as links within email messages below the user signature.

Add an Attachment
1   Click on Prospect Generator, then on the Campaign sub tab.
2   In the Email Messages block, click the Email Message Name.
3   Scroll to the Attachments block.
4   Click Add Attachment.
5   Select Folder. Optional
6   Select Attachment Type. (Web Pages, Media or Documents) 
     The window will refresh and show a list of files.
7   Place a check box next to the file you wish to attach. Click Preview to Preview file.
8   Click Add Attachment.

Attachments will show as links within email messages below the user signature.

User Signature
Shared Email Messages will display a User's My Signature by default at the bottom of the Email Message.

Dynamic Prospect Fields that can be pulled into an email message:
Email messages can be personalized by including the prospects First Name, Last Name, & Email. Web page links can also be created that direct prospects to a producer's specific web pages. Use brackets to wrap the following words when you write the content to pull in prospect data:
First Name = [First Name] or [firstname]
Last Name = [Last Name]  or [lastname]
Email = [Email] or [emailaddress]

Dynamic User Links
Administrators can add links within the body of the email contents that when sent out from the server will automatically link to the User's shared web pages. Links are written by placing [subdomain] within the url: Example: www.[subdomain].yourdomain.com/pagename . Use brackets to wrap the following word when you write the content that link to user web pages:
Subdomain = [Subdomain]

Attachments
Document Attachments and Media Attachments will display at the bottom of the email message below the user signature.

Increased Delivery Message
All email messages sent from the server have the following text at the top of the email: "To ensure delivery of these messages, add noreply@netgenmail.net to your address book."

Opt Out Message
All email messages sent from the server give the recipient the ability to opt-out. The following text is at the bottom of each email: "To opt-out of these emails or change your language preference, click here." Prospects that Opt Out will no longer receive email messages from the NetGen server.

Share Email Messages
See Content Sharing & Deployment.

Your group account has a list of dynamic system emails that communicate to your network when specific actions are taken. These system emails will be listed in Prospect Generator/Email Messages with the word "system" next to each one. All system emails are sent to email address associated to user accounts. System Emails:

New Notification to User
Email sent to new users within your group notifying them of account set up, and including user account name, username and password.

New User Notification to Group Admin
Email sent to group administrators when a new user has been created in their group.

User Account Change Notification
Email sent to users notifying them that a change has been made within their account settings.

User Account Renewal Notification
Email sent to users notifying them that their account has been renewed.

User Account Upgrade Notification
Email sent to users notifying them that their account has been upgraded.

Lost Password
Email sent to users who have lost their password. Email will include user name and password.

Prospect Signup Notification
Email sent to users notifying them of a new prospect added to their account.

Calendar Reminder
Email notifying user of a calendar reminder event.

Marketing Generator Order Confirmation
Email notifying user when an order has been issued. Email includes printer contact information, marketing order, and confirmation #.

Marketing Generator Order for Printer
Email sent to printer notifying them of a new order.

Contexts enable email messages to exist and communicate to leads in varying markets and languages.  This allows management of worldwide markets that may have content variations. Since all email messages are created by Group Administrators in Market/Language: Worldwide/Default - there is no need to create content in multiple contexts unless the information specific to a market needs to be unique. In this case, email messages created in specific contexts will be sent out to leads set to a specific market/language.

Add Email Contexts   
1    Click the Campaign sub tab.
2    In the Email Messages block, click the Email Message Name.
3    In the Email Contexts block, click the Add Context button.
4    Select the Default Market and Language from the dropdown menus.
5    Enter the Email Message Name in the chosen language.
6    Enter the email Subject in the chosen language.
7    Select the context to Copy Email From in the dropdown menu.
8    Click the Add Email Context button. You will now see the new market/language in the
        list under Contexts.
9    In the Contexts block, click "Select" next to the market/language you wish to edit.
10  In the Email Contents block, click Edit.
11  Edit the email message content to reflect language and information specific to the
        market.
12  Click Save Changes.

Attachments will need to be created in the market/language of the email context. See  Add Contexts to Images, Documents & Media.

Deleting an Email Message will permanently remove the email message from the system.

Delete Email Messages
1     Click on Prospect Generator, then on the Campaign sub tab.
2     In the Email Messages block, click on the check box next to the attachment you want to delete. 
3     Click Delete Selected.

Deleting Email Attachments will remove the attachment from the selected email message.

Delete an Email Attachment
1     Click on Prospect Generator, then on the Campaign sub tab.
2     In the Email Messages block, click the Email Message Name.
3     Navigate to the Attachments block.
4     Click the check box next to the attachment you want to delete.
5     Click Delete Selected.

Deleting a context for an email message will immediately delete the content where it is used. User's with the same market/language as the deleted context will no longer have access to the content. See Content Contexts/ The Tree. See Image on right: The Market Language Tree

Delete Email Message Contexts
1    Click the Campaign sub tab.
2    In the Email Messages block, click the Email Message Name.
3    In the Email Contexts block, click the check box next to the context you want to delete.
4    Click Delete Selected.

1    Click the Campaign sub tab.
2    In the Prospect Categories block, click Add Category.
3    Enter the name of the Category.
4    Click Save Changes.

Your new Category has been created. Next step is to add Email Messages and their trigger schedule.

1     Click on the name of a Category. A new Window will appear.
2     To the right of Category Details, you will see “E-Mail Campaign”. This is where you
        will attach pre-created Email Messages to the Category.
3     Click on “Add Message”. The Window will refresh and you will see two fields:
        E-mail Message and Schedule.
4     From the Email Message dropdown menu, choose the Email Message to be
       added to this Category.
5     From the Schedule dropdown menu, choose when you want this Email Message
        to be sent. The “days” represent the days from when a Lead is added to this
        Category. For Example: Immediately will be displayed as “0”. 3 Days will be
        displayed as “3”. Meaning, (3) days from when the lead is added to the Category.
        As a rule, send out Email Messages every 3 days for the first 15 days. This gives
        continual information for a lead to review - which increases lead response.
6     Click “Save Changes”.

Follow Steps 4 through 6 and add a series of Email Messages to this Campaign.

1     Click on the Campaign tab.
2     In the Prospect Capture Form block, click on Add Form.
3     Name the Form.
4     Click Add Form.

When the window refreshes, you will see your new Prospect Capture Form listed. 

Each form is automatically populated with First Name, Last Name & Email Address. Survey Questions allow you to collect data from the prospect that will be useful for future follow-up.  There is no limit to the number of questions you can have on a form, however keep in mind that a published form will be viewed by your prospects exactly how you build it.

Add a Question
1     Click on the name of the Prospect Capture Form.
2     The window will refresh and you will be brought into the Prospect Capture Form Details.
3     In the Survey Questions block, click Add Question. The window will refresh.
4     Choose question Type:

        Textbox: Allows a prospect to type up to 50 characters for a free form answer.
        Dropdown List: Prospect can choose (1) of the dropdown choices.
        Radio Buttons: Prospect can choose (1) of the radio buttons.      
        Checkboxes: Prospect can check multiple checkboxes.
        Header: Separates a series of survey questions.
 
        Choose the Survey Answer that best fits your question. For example, if it's a
        question that requires a "Yes", or "No", choose Dropdown, Radio Buttons, or
        Checkboxes. If it is a survey answer that requires free form text, choose Text.

        When you choose Dropdown list, Radio Buttons, or Checkboxes, you can now
        add an "option" answer to the question.  Example: type in "Yes" and then click
        the "plus" symbol. Type in "No", and then click the "plus" symbol again. You will
        now see your answer options in the "Options" section.  

5     Type in Question.
6     Choose Required. This requires the prospect to fill out the field prior to clicking
         submit. Optional
7     Click Save Changes.

Your question has been added to the list in Survey Questions. Click "Preview Form" in Prospect Capture Form Details to view your question.

You have the ability to tie a question on a form to a specific category with the controls category feature. This means that prospects will automatically be placed in a category based on how they answer that question. This gives you the ability to further target your messaging based on your prospects interest. Remember that each form can still be assigned to a category which means that when a prospect submits the form they will be placed in that category. You also have the ability to place a question on the form and tie the answers to specific categories. If you make the question required then prospects will have to select an answer to the question and will be placed in the category assigned to that answer. If you don’t make the question required and the prospect does not answer it then they will be placed in the form’s category is you have assigned one to it. The controls category option is only available with dropdown list and radio button questions. 

Add Controls Category Questions
1     Click on Prospect Generator, then on the Campaign sub tab.
2     In the Prospect Signup Forms block, click on the form to edit.
3     In the Survey Questions block click Add Question. The window will refresh.
4     Choose question Type:
       Dropdown List: Prospect can choose (1) of the dropdown choices.
       Radio Buttons: Prospect can choose (1) of the radio buttons.
       Only dropdown and radio button questions have the controls category option.
5     Type in Question.
6     Choose Required. Optional. This will require the prospect to fill out the field prior to
       clicking submit.
7     Choose Controls Category. After you select the controls category box the screen will refresh to
       give you category options for your answers.
8     Type in an answer.
9     Select a category for this answer from the dropdown list. This is the category that the prospect
       will automatically be placed in if they select that answer.
10   Click on the plus sign to add your answer to the list.
11   To add more answers, repeat the same steps by typing in answer, selecting a category and
       clicking on the plus sign to add it to the list. To edit your question, see Edit Controls Category
       Questions.
12    Click Save Changes. Your question has been added to the list in Survey Questions. You will
         see the words “Controls Category” next to your question to indicate that the question has
         categories assigned to the answers,
13    Click the Up or Down Arrow next to the Survey Question to change question order.

In Prospect Signup Form Details, click Preview Form to view your form.

Edit Controls Category Questions
To edit your answers, click on the answer you want to edit in the box.
Select the minus sign to delete this answer.
Select the up or down arrows to change the order in which the answer appears in the list.
To change the category for an answer, scroll down below the box to where it says “Edit Selected.” Select the category from the drop down box and be sure to click the change icon to save your selection.
To remove the controls category option, uncheck the box next to Controls Category.

On a Prospect Capture Form, the Header is at the top of the form, the Footer is at the bottom of the form and the Confirmation Page is viewed after a lead fills out a form and clicks submit.

When editing a form, “Page Header” will automatically show. You can switch to Footer or Confirmation by clicking on the links.

1     Click on the name of the Prospect Capture Form.
2     The window will refresh and you will be brought into the Prospect Capture Form Details.
3     In the Header, Footer & Confirmation Block, click on the Edit button.
4     The window will refresh and you can customize your signup form header with text, and
        images from your Library Generator. On the right you will see available images to drag
       and drop. You can choose the font, color, font size with the buttons on the editing
        tool.
3     Click Save Changes. You can preview this by clicking on Preview Form in the Prospect
       Capture Form Details block.

To Edit the Footer and Confirmation Page, click on Footer or Confirmation Page and follow the steps above.

Contexts enable prospect capture forms to exist and communicate to leads in varying markets and languages.  This allows management of worldwide markets that may have content variations. Since all prospect capture forms are created by Group Administrators in Market/Language: Worldwide/Default - there is no need to create content in multiple contexts unless the information specific to a market needs to be unique. In this case, shared prospect capture forms created in specific contexts will be available to users set to a specific market/language. When a prospect visits a user's web page, the web page will display in the user's market/language automatically. The system identifies the user's market and language based on the subdomain of the user. If a user's web page has a market selector - the chosen market/language will render all content available in that market/language including the prospect capture form. Prospects entered through the prospect capture form will receive email messages that match the market/language chosen.

Add Prospect Capture Form Contexts   
1    Click the Campaign sub tab.
2    In the Prospect Capture Forms block, click the form name.
3    In the Prospect Capture Form Contexts block, click the Add Context button.
4    Select the Default Market and Language from the dropdown menus.
5    Enter the Form Name in the chosen language.
6    Click the Add Context button. You will now see the new market/language in the
        list under Contexts.
7    In the Contexts block, click "Select" next to the market/language you wish to edit.
8    Edit the Survey Questions, Page Header, Footer, and Confirmation to reflect the
       language and information specific to the market.
9    Click Save Changes.

Deleting a Prospect Capture Form will permanently remove the form system.

Delete Prospect Capture Form
1     Click on the Campaign tab.
2     In the Prospect Capture Form block, click on the check box next to the Prospect Capture Form you
       want to delete. 
3     Click Delete Selected.

Deleting Survey Questions will permanently remove the questions from the system.

Delete Survey Questions
1     Click on the name of the Prospect Capture Form.
2     The window will refresh and you will be brought into the Prospect Capture Form Details.
3     In the Survey Questions block, click on the check box next to the questions you want to delete.
4     Click Delete Selected.

Deleting Content in the Header, Footer or Confirmation will remove the content from the Header, Footer or Confirmation.

Delete Content in Header, Footer & Confirmation
1     Click on the name of the Prospect Capture Form.
2     The window will refresh and you will be brought into the Prospect Capture Form Details.              
3     In the Header, Footer & Confirmation Block, click on the Edit button.    
4     The window will reload, and you can delete the content.    
5     Click Save Changes.       

Deleting a context for a Prospect Capture Fom will immediately delete the content where it is used. User's with the same market/language as the deleted context will no longer have access to the content. See Content Contexts/ The Tree. See Image on right: The Market Language Tree

Delete Prospect Capture Form Contexts
1     Click the Campaign sub tab.
2     In the Prospect Capture Forms block, click the form name.
3     In the Prospect Capture Form Contexts block, click on the check box next to the context you want to
       delete.

Now that you have created an Email Message and a Category, let's put these two pieces together to automate prospect communication.

Connect an Email Message to a Category
1     Click on Prospect Generator, then on the Campaign sub tab.
2     In the Category block, click on the name of a Category.
                 The window will refresh.
3     In the Email Campaign block, click on Add Message.
                 The window will refresh.
4     In the Add Message to Campaign block, click on the Email Message
                 field dropdown menu. 
5     Select an email message. 
6     From the Schedule dropdown menu, choose when you want this Email
                 Message to be sent. The “days” represent the days from when a Prospect
                 is added to this Category. For Example: Immediately will be displayed as “0”.
                 3 Days will be displayed as “3”. Meaning, (3) days from when the prospect is
                 added to the Category. As a rule, send out Email Messages every 3 days
                 for the first 15 days. This gives continual information for a prospect to review
                 which increases response rate.
7     Click Save Changes. 
8     Follow Steps 4 through 7 and add a series of Email Messages to this Campaign. 

Prospects added to this category will begin receiving the email campaign messages.              

Prospect Capture Forms are placed on web pages to capture prospects that want more information. Connecting a Prospect Capture Form to a Category automates immediate communication sent to a prospect. Prospects entered through Forms that are not connected to a Category will need to be manually administered by a user for the lead to receive communication.

Connect a Prospect Capture Form to a Category
1     Click on the Campaign sub tab.
2     Click on the Prospect Capture Form name. The window will refresh.
3     Under Prospect Capture Form Details, navigate to Category for New Prospects.
4     From the dropdown menu, select a Category.
5     Click Save Changes.

All prospects added through this form will automtically go into the selected category.

All Group Email Messages are managed in the Group account.

1     Click on the Prospect Generator tab.
2     Click on the Campaign sub tab.
3     In the Email Messages block, click on the name of the email message to edit.
4     The window will refresh into the Email Message Details.
5     Under Email Attachments you can add/delete attachments.
6     Under Email Contents click on Edit.
7     Edit the content and images.
8     Click Save Changes.

Changes made to shared email messages will immediately be available to users.

All Group Categories are managed in the Group account.

1     Click on the Prospect Generator tab.
2     Click on the Campaign sub tab.
3     In the Prospect Categories block, click on the name of the category to edit.
4     The window will refresh into the Prospect Category Details.
5     Under Email Campaign you can add/delete email messages or change schedule
         date of existing email messages.

Changes made to shared categories will immediately be available to users.

All Group Prospect Capture Forms are managed in the Group account.

1     Click on the Prospect Generator tab.
2     Click on the Campaign sub tab.
3     In the Prospect Capture Forms block, click on the name of the category to edit.
4     The window will refresh into the Prospect Capture Form Details.
        Under Prospect Capture Form Details, edit the Category associated to this form.
        Under Survey Questions, edit/delete/add survey questions.
        Under Page Header, edit the Header, Footer or Confirmation Page.

Changes made to shared forms will immediately be available to users.