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sentori3-upgrade-home [2015/01/20 09:13]
ian created
sentori3-upgrade-home [2017/07/26 08:23] (current)
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 ====== Sentori 3 Upgrade Home ====== ====== Sentori 3 Upgrade Home ======
  
-This page is intended to help Sentori 2 users migrate to Sentori 3.+Sentori 3 represents a significant upgrade to Sentori, with an updated user interface, new features, and many existing features receiving improvements and optimisations. ​This page is intended to help Sentori 2 users migrate to Sentori 3.  
 + 
 +{{vimeo>​117803617?​750x423}} 
 + 
 +===== Headline features ===== 
 + 
 +  * New interface with easier navigation 
 +  * [[editor|New editor]] and email workflow 
 +  * [[editor#​layout-mode|Drag and drop layout mode]] 
 +  * [[email-testing|Email tests]] now inline 
 +  * Editor supports multiple collaborating users 
 +  * CSS mode for editor, allowing you to easily access the style code of your emails and webpages 
 +  * [[dashboard|New dashboard]] (7, 14, and 30 days) 
 +  * [[reports|Re-designed reports]] 
 +  * [[webpages|Sites and web landing pages]] 
 +  * [[sms|SMS campaigns]] 
 +  * Global search for both contacts and emails 
 +  * Weekly account summary emails, including campaign activity and analysis of contact database 
 +  * Features for teams, including user types such as "Data Administrator"​ 
 +  * Features for large organisations,​ including linked accounts with contact synchronisation 
 +  * Features for a central account to syndicate templates and emails to linked child accounts 
 +  * [[api|New API]] with many more features 
 + 
 +If you wish to [[http://​sentori.uservoice.com|suggest further features]] for Sentori we would love to hear from you. Please click the Help link in the header of the software and click Suggest a Feature.  
 + 
 +===== Email workflow ===== 
 + 
 +The email workflow used to create emails has been reduced from five steps to three.  
 + 
 +==== New editor ==== 
 + 
 +{{vimeo>​117571273?​750x423}} 
 + 
 +=== Editor overview === 
 + 
 +  * Sentori'​s editor is now designed for teams, meaning you and your colleagues can be working on the same email, from separate machines, and their changes can be pulled in real-time without overwriting your changes.  
 +  * The new editor no longer requires you to go to a separate screen to work; emails are edited directly inside the workflow. 
 +  * You can now only edit a single slot at a time. Once you have made your edit, click the tick button to save your changes or the X button to undo them and revert back to the previous content. 
 +  * Image slots are edited in the same way as text slots; click on the image, then choose the appropriate option from the toolbar (image manager or link manager). 
 +  * The subject line can be set by clicking on it in the white header above the email. 
 +  * The sender name and details can be set in the same area. 
 + 
 +==== Email tests ==== 
 + 
 +{{vimeo>​117573666?​750x423}} 
 + 
 +=== Email tests overview === 
 + 
 +Email tests are now run on the content step and their results are shown inline; for example, if you have added a broken link to your email Sentori will highlight it in the content with a warning icon. 
 + 
 +  * To run email tests, click the Test button in the right of the header. 
 + 
 +==== Email layout ==== 
 + 
 +{{vimeo>​117574629?​750x423}} 
 + 
 +=== Layout mode overview === 
 + 
 +You can switch to [[editor#​layout-mode|layout mode]] by using the editor mode drop-down menu to the right of the blue Emails Tools button. 
 + 
 +  * Blocks can now be moved by using drag and drop: hover your mouse over the block'​s content, then left-click and drag to the location you wish to move it to.  
 +  * Blocks cannot be dragged between sections. 
 + 
 +==== Email contacts ==== 
 + 
 +Contacts can now selected in advance of sending and Sentori will remember your selection. 
 + 
 +==== Send an email ==== 
 + 
 +  * Review your Send Details and then click the widget'​s top right button labeled Go To Scheduling. 
 +  * Ensure that there are no errors and warnings, select the date/time to send your email. 
 +  * Optionally select [[batch-sending|batch sending]]. 
 + 
 +===== Sites ===== 
 + 
 +Sentori now supports the creation of landing pages via its [[webpages|Sites feature]]. This feature is not intended to build a full website, but rather to create supporting landing zones to extend the content of your email campaigns. 
 + 
 +===== Linked accounts ===== 
 + 
 +For businesses operating with multiple departments,​ regions, brands, publications,​ or across territories,​ Sentori now includes a feature for grouping these accounts together. 
 + 
 +Benefits of linked accounts can include the following. 
 + 
 +==== Contact unsubscribe synchronisation ==== 
 + 
 +Accounts within a group can have synchronised [[suppressed-contacts|suppression lists]]. When a contact is suppressed in one account, the other accounts in its group also suppress that contact. Individual accounts can still maintain their own [[mailing-lists|Mailing Lists]] for finer-grained unsubscribes that are not synchronised. 
 + 
 +==== Template syndication ==== 
 + 
 +Within a group of accounts, a master account can publish templates to other accounts in its group. This is done by a user via the [[manage-templates|Manage Templates]] screen. 
 + 
 +==== Email syndication ==== 
 + 
 +Within a group of accounts, it is possible for an email to be published to other accounts in the group. This feature is available to all accounts within a group. 
 + 
 +===== SMS ===== 
 + 
 +Sentori now supports [[sms|SMS]] campaigns, which can be sent to contacts with mobile numbers by [[api-import-contacts|uploading a spreadsheet of contacts]] to create an [[upload-groups|upload group]].  
 + 
 +In order to use the SMS feature, you must rent a mobile number from us and pre-purchase sufficient SMS credits for your campaign. Pricing details can be found [[sms-pricing|here]]. 
 + 
 +  * SMS are created using a workflow similar to emails. 
 +  * Messages can be personalised using mergefields. 
 +  * Content length can result in messages requiring more than one SMS credit per message. 
 + 
 +===== New API ===== 
 + 
 +New in Sentori 3 is a completely rebuilt [[api|API]] with significantly more functionality. Our old API will continue to be supported. 
 + 
 +New API methods include: 
 + 
 +  * Add a Contact 
 +  * Update a Contact 
 +  * Subscribe a Contact to Mailing List 
 +  * Unsubscribe a Contact From Mailing List 
 +  * Unsubscribe a Contact 
 +  * Get a list of draft emails 
 +  * Get a list of templates 
 +  * Create a new email using a specified template 
 +  * Attach contacts to a new or draft email 
 +  * Get an email'​s KPI summary data 
 +  * Get a contacts from a sent campaign who have: opened, clicked, shared on social networks, unsubscribed,​ made a spam complaint, bounced, etc.