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sentori3-upgrade-home [2015/01/23 10:47] ian [Layout mode overview] |
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- | ====== Sentori 3 Upgrade Home ====== | ||
- | 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. | ||
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- | ===== Headline features ===== | ||
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- | * New interface with easier navigation | ||
- | * New editor and email workflow | ||
- | * Drag and drop layout mode | ||
- | * 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 | ||
- | * New dashboard (7, 14, and 30 days) | ||
- | * Re-designed reports | ||
- | * Sites and web landing pages | ||
- | * 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 | ||
- | * New API with many more features | ||
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- | If you wish to 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. | ||
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- | ===== Email workflow ===== | ||
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- | The email workflow used to create emails has been reduced from five steps to three. | ||
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- | ==== New editor ==== | ||
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- | {{vimeo>117571273?750x423}} | ||
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- | === Editor overview === | ||
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- | * 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 by clicking on the image and the image icon on the toolbar to open the image managed window. | ||
- | * 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. | ||
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- | ==== Email tests ==== | ||
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- | {{vimeo>117573666?750x423}} | ||
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- | === Email tests overview === | ||
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- | 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. | ||
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- | * To run email tests, click the Test button in the right of the header. | ||
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- | ==== Email layout ==== | ||
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- | {{vimeo>117574629?750x423}} | ||
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- | === Layout mode overview === | ||
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- | 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. | ||
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- | * 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. | ||
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- | ==== Email contacts ==== | ||
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- | Contacts can now selected in advance of sending and Sentori will remember your selection. | ||
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- | ==== Send an email ==== | ||
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- | * 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]]. | ||
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- | ===== Sites ===== | ||
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- | 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 creating supporting landing zones to extend the content of your email campaigns. | ||
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- | ===== Linked accounts ===== | ||
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- | For businesses operating with multiple departments, brands, publications, or across territories, Sentori now includes feature for grouping these accounts together. | ||
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- | ==== Contact unsubscribe synchronisation ==== | ||
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- | 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. | ||
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- | ==== Template syndication ==== | ||
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- | 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. | ||
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- | ==== Email syndication ==== | ||
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- | Within a group of accounts, it is possible for an email to published to other accounts in the group. This feature is available to all accounts within a group. | ||
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- | ===== SMS ===== | ||
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- | Sentori now supports SMS campaigns, which can be sent to contacts with mobile numbers by [[api-import-contacts|uploading a spreadsheet of contacts]] to create an 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. | ||
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- | * 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. | ||
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- | ===== New API ===== | ||
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- | New in Sentori is a completely rebuilt API with significantly more functionality. | ||
- | * [[api:v2.0:contact#add-a-contact|Add a Contact]] | ||
- | * [[api:v2.0:contact#update-a-contact|Update a Contact]] | ||
- | * [[api:v2.0:contact#subscribe-contact-to-mailing-list|Subscribe a Contact to Mailing List]] | ||
- | * [[api:v2.0:contact#unsubscribe-contact-from-mailing-list|Unsubscribe Contact From Mailing List]] | ||
- | * [[api:v2.0:contact#unsubscribe-contact|Unsubscribe Contact (suppress)]] |