FAQ & videos

Table of contents #

Tip: to quickly access a specific section of the guide, click on one of the headings below.

1. How does CentrixOne’s email marketing tool work?
2. How do I change the visibility of an email?
3. How do I add a link to a document (attachment) in an email?
4. How to embed a form in an email?
5. Is it possible to import a font into the email marketing tool?
6. How do I reuse a sent email?
7. In Step 3 of an email campaign, what do the various calculations correspond to?
8. How do I unsubscribe an email address?
9. How do I resubscribe an email address?
10. How do I add an unsubscribe link?
11. How do I manage the unsubscribe page?
12. How do I view the list of invalid or unsubscribed email addresses?

How does CentrixOne’s email marketing tool work? #

3 min 11 s

How do I change the visibility of an email? #

By default, a draft email is public and, therefore, visible to other users of your CentrixOne account.

In certain circumstances, you may wish to make your draft private and hide it from the eyes of other users. This may be to prevent changes being made to your email or to avoid unintentional deletion of a draft containing a form.

If you make your draft private, remember to make it public before you send it. This will give other users of your account access to your email statistics. Important note: only the creator of the draft can change its visibility. This status can no longer be changed once the email has been sent.

To quickly identify whether your email is private, in the list of your drafts, check whether a padlock is displayed on the right-hand side of your email. If there is no padlock, your draft is public.

Please note that only a draft in the Emails module can be made private. You can’t make a single email (sent via a customer card), an automated email or a template private.

To change the visibility:

1. Click on the Emails module
2. If your email has already been created, in the Drafts tab, click on the 1^st pencil to rename the email title (otherwise, click on + email, in the top right corner, to create a draft)
3. Uncheck the Give access to all users box to make the draft private or check it to make it public

How do I add a link to a document (attachment) in an email? #

You have two options. You can either create a hyperlink that will be activated when a specific word is clicked or create a button whose action will open an attachment.

Option A – Hyperlink:

1. Click on the Emails module
2. If your email has already been created, click on the email in question; otherwise, click on + email to create one
3. If you don’t have a text zone, click and drag a text content into your email, then write a few words in it that will prompt your recipient to click on them to open your attachment
4. Select the chosen words
5. Click on the chain icon to insert/modify a link
6. In the Link Type field, select File Manager
7. In the file manager, click on the folder with your company’s name
8. If your file has already been imported, place your cursor over it and click on Insert; otherwise, click on Upload first
9. Click on OK

Option B – Button:

1. Click on the Emails module
2. If your email has already been created, click on the email in question; otherwise, click on + email to create one
3. If you don’t have a button, click and drag a button content into your email
4. Click on the button you’ve just added
5. Write a few words that will prompt your recipient to click on the button to open your attachment
6. On the right-hand side of the screen, in the Action section, click on Link file
7. In the file manager, click on the folder with your company’s name
8. If your file has already been imported, place your cursor over it and click on Insert; otherwise, click on Upload first

How to embed a form in an email? #

5 min 12 s

Is it possible to import a font into the email marketing tool? #

To avoid any inconvenience, this feature is not available. When you open an email or web page, the font displayed depends on the fonts available on your computer, tablet or cell phone, depending on the context. When the original font of the email or web page is not available on your electronic device, the system replaces it with the most similar font it finds on your device.

If you use an unusual font, it will most likely be replaced by another, and your design will be affected. To avoid this situation, we strongly recommend that you always use a standard font such as Arial, Times New Roman and Verdana. If you opt for another font, we advise you to always use one without frills or serifs (lines at the bottom of the letters) to improve the legibility of your email.

How do I reuse a sent email? #

If your email was sent via the Emails module, you can either create a template from the sent email or simply copy it. If your email was sent via a contact card, it cannot be reused.

Option A – Template:

1. Click on the Emails module
2. Click on the Sent tab
3. To the right of the email you wish to reuse, click on the 3 small dots, then on Copy as a template
4. Name your template
5. Click on Save
6. Click on Back to emails
7. Click on the Drafts tab
8. Click on the + email button
9. Select your template in the My templates tab
10. Name your draft
11. Click on Save

Option B – Copy:

1. Click on the Emails module
2. Click on the Sent tab
3. To the right of the email you wish to reuse, click on the 3 small dots, then on Copy email
4. Name your copy
5. Click on Save

In Step 3 of sending an email campaign, what do the various calculations correspond to? #

First of all, it’s important to understand that these calculations are based on the email addresses of contacts belonging to the lists selected in Step 2.

Valid addresses correspond to the total number of unique valid email addresses; they exclude duplicates and unsubscribers. For an email address to be considered valid, it must meet the following conditions:

• The contact’s email address contains an “@”
• The contact’s email address does not end with an “@”
• The contact’s email address contains a “.”
• The contact’s email address does not end with a “.”
• At least one of the contacts with this email address has a language starting with “an”, “en”, “f”, “es” or “d” (this corresponds to the different language codes possible in CentrixOne)
• The email address is not unsubscribed

Selected corresponds to the total number of email addresses selected on the screen, excluding duplicates.

Duplicates correspond to the total number of duplicate valid email addresses.

Unsubscribed corresponds to the total number of unsubscribed email addresses, excluding duplicates.

Invalid correspond to the total number of invalid email addresses or those for which no contact with this email address has a specified language.

How do I unsubscribe an email address? #

The beauty of CRM CentrixOne is that it manages unsubscribing for you. All our templates include a default unsubscribe link at the bottom of the email. You don’t have to worry about it.

When someone clicks on the unsubscribe link, the system automatically unsubscribes the email address in question from all the lists in your CentrixOne account. If several contacts have the same email address, they will all be unsubscribed.

If you need to manually unsubscribe an email address:

1. Click on the Contacts module
2. Search for the contact in question, then click on its name
3. To the left of the email address, click on the gray square
4. The square is now orange, and an unsubscribe date is displayed

How do I resubscribe an email address? #

1. Click on the Contacts module
2. Find the appropriate contact, then click on its name
3. To the left of the email address, click on the orange square
4. The unsubscribe date disappears, and the email address is re-subscribed

How do I add an unsubscribe link? #

If you start with an empty template, you won’t have the default link at the bottom of the email.

To add this special link:

1. If you don’t have a text box, click and drag text into your email, then write, for example, Unsubscribe
2. Select the few words you’ve written
3. Click on Special links
4. Click Unsubscribe, then Unsubscribe again

How do I manage the unsubscribe page? #

If you are an administrator of your CentrixOne account, you can customize the logo, sender name and legal text you wish to display on the unsubscribe page.

To do so:

1. Click on the Settings module
2. Click on the DNS and unsubscribe page view
3. To add / modify your company logo, click on the Company info & logo tab, make the adjustments, and then click on Save info & logos
4. To modify the sender name or add a statement above the unsubscribe button, click on the Unsubscribe tab, make the changes, and then click on Save unsubscribe info

Please note that the company address is not displayed on the unsubscribe page.

How do I view the list of invalid or unsubscribed email addresses? #

1. Click on the Contacts module
2. Click on My filters, then on Add a filter
3. Click on the green + to add a criteria
4. Click on Contact / Account
5. Scroll to the bottom of the section, then you’ll see “Unsubscribed” and “Invalid” (click on the one of your choice)
6. Select Yes or No as required
7. Name the filter
8. Click on Done
9. Optional step: Export your filtered contact list to view the date, time and reason for unsubscription (if necessary, refer to this guide)

Note that if you export the list, you’ll be able to view the reason for unsubscribing. If an email address is listed in the reason, it means that it was a CentrixOne account user who manually unsubscribed the contact’s email address. If it says “Bounced Address” instead, it means the email was unable to reach its destination (it bounced). This can happen for a number of reasons, such as the email address doesn’t exist or no longer exists. If it is the contact who clicked on the special unsubscribe link and gave a reason, it will be indicated in the Excel file.