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Quick Start Guide

Our guide to getting start.

What is Stay In Touch

Stay In Touch is a cloud-based Newsletter/Email Marketing Automation that allows you to send email without having to maintain email servers. Stay In Touch manages all of the technical details, from scaling the infrastructure to ISP outreach and reputation monitoring to whitelist services and real time analytics.

Our goal is to make it as easy as possible to add reliable, scalable email to your application so that you can focus on building the core features of your product.

Who is Stay In Touch for?

StayInTouch is for anyone that needs to send newsletter and emails, whether it’s transactional email or marketing emails and campaigns. We send millions of emails and newsletter each month, so we can handle your email regardless of volume.

Why Choose Us?

One simple reason to choose us over others is ”Personalized Support” That means supporting you & the technologies. we provide customer support for 365 days, and it all starts with your dedicated team yes. A team dedicated to you & responsive to your every need that manages & cares for everything regarding your hosted environment & your account. OUR OBJECTIVE at Stay In Touch is to ensure that our clients gets the best and the latest in technology. Stay In Touch has a client retention of 80% since last 16 years.

We know the real fact of business and that is “IF OUR CLIENTS GROW, WE GROW”.

Marketing Campaigns

Our Marketing Campaigns feature lets you compose and send email campaigns. We provide list management, delivery scheduling, email analytics, and dynamic list segmentation. You can take a look at our Marketing Campaigns documentation to learn more.

Following are the steps To Cteate Lists.

1. Login to Your Account

2. It will redirect you to your Dashboard.
Goto Top Menu Bar
Click on the list button

3. From The List Page, you can click the create button to create a new list.

4. On the create list Page you can give a name to your list. also, you are required to give a default from email address and from the name.

And you can add your Organisation Details in the below section.

As shown in the fig.

Click on the create list button

Now you need to enter details

*First List Details

Name: Give a name to your email list

Default From email address: You have to enter from email ID which will show in receivers from mail means email ID of the sender.

Default From name: From Name is the name of a person or company.

Default email subject:
*Second Contact Information: (This information will automatically be filled.)
Company / Organization: Enter the name of your Company / Organization.
State / Province / Region: Enter your state.
Address 1: Enter your address here.
Address 2: Enter your address here.
City: Name of your city.
Zip / Postal code: Enter your Zip / Postal Code.
Country: Name of your Country.
Phone: Enter your Phone Number
Email: Enter Your email
Homepage:
Now Click on Save Button.

5. After you finish filling up the form you can press Save button which is at the bottom of the Page.

6. Once you hit the save button a popup will pop which tells you that the list is successfully created. You can press OK and your list will be created.

Following are the Steps To Add Subscribers To Your List.

1 . Login To Your Dashboard

login to dashboard

2 . On Your Dashoard Go To Top Menu Bar And Select List

goto menu

3. Here You Can See The Lists You Have Added .

Now Click on Dropdown Button

and select Import option

goto menu

4. Now you will see Import subscriber window

Here you have to upload your email list in CSV file format for reference you can download sample.csv

pest your email list in this file and save the file and upload it.

once you click on import button wait for few seconds.

import screen

5. One your file is successfully uploaded you will see pop up message saying Import Complete.

now click on Ok Button and you are done.

import complete

What is Segmentation?

Lists are simply static collections of Marketing Campaigns contacts. By default, any new contacts you add are stored under ALL CONTACTS. You may create new lists when adding contacts either manually, or when uploading a CSV (comma separated values) file.

Segments are dynamic collections of Marketing Campaigns contacts grouped together, or segmented, based on criteria you define. This can include data you track about them, such as gender, location, or package type, or how they’ve engaged with your emails previously. You can create a segment that pulls from ALL CONTACTS or from a specific existing list.

Segments are dynamically updated over time as you add customers who meet the criteria of your segment, or as the traits of your contacts change. For example, a segment with the criteria ”opened an email within 30 days” will evolve as contacts engage (or don’t engage) with your email. Segmentation can be especially useful to ensure that you are targeting the best recipients for your campaign.

You must create at least one list or segment in order to send a campaign.

How to Create a Segment?

You can create a new segment with multiple conditions based on the information you have stored about your contacts. This includes email, first_name, last_name, and all of the custom fields you have created prior to making this segment.

You can create up to 400 segments.
To set up a segment, click the “add list or Segment” button from Contacts.

Then select the “New Segmentation” option. You can then start managing the parameters for your segment including the name and the conditions that allow a contact into this segment. This is where the type you set for your custom fields matters because different operators

(IS,IS NOT, IS BEFORE, IS AFTER, CONTAINS WORD, etc.)
will show up depending on the type of custom field you selected. For example, a field that is a “number” will show greater than, less than, and equals as options where a “text” field will show IS and IS NOT as options. As you add conditions you will be able to select AND or OR as options, where AND indicates both conditions are required and OR indicates either condition will work.

You can add up to 15 different conditions per segment.

You can also segment your users by their engagement with your email campaigns. To do this, create a new list and choose the Engagement: Opens or Engagement: Clicks option from the bottom of the conditions fields list. Based on the criteria you set, you can then market to your users based on how engaged they are with a specific campaign. This is especially useful for doing things like rewarding high engagement users.

Steps to create segments

  1. 1 > Login to your account click on list button at top.
    Select the subscribers’ list you want to add a segment.
  2. 2 > In new window, there is option to Create Segment
  3. 3 > Give Name to Segment and click on Add Condition Button
  4. 4 > Now you have to add a condition for segment
    e.g. If you are creating a segment for gmail.com
    select the First Condition Email as shown in the following figure.
    then after that, there is an option for the Second Condition where you can select equal, not equal, contains, not contains, starts with, ends with, not starts with, not ends with, greater than, less than, blank,requirement. as per yore requirement.
    In the Third Condition, you have to enter a specific word that complete your condition.
    Now Click on Save
  5. 5 > Once you click on the save button you will see a popup message saying that segment successfully created.
  6. A separate list of subscriber will be created with your condition..

How To Add Custom field

Following are the steps To Add custom field.

1. Login to Your Account

2. It will redirect you to your Dashboard. Goto Top Menu Bar and Select List.

3. From The List Page, you can select the list in which you want to add the custom field.

4. Now click on Manage list field as shown in the following figure.

5. After clicking on Manage list field you will see the following screen here you can add and delete the fields as per your requirement.

6. Once you hit the save button a popup will pop which tells you that the field created.

How To Export List


Following are the steps To export Lists.

1. Login to Your Account

login

2. It will redirect you to your Dashboard. Goto Top Menu Bar and Select List.

3. From The List Page, you can select list that you want to export subscribers list.
Now Click on Dropdown and select export option.

4. Once you select the export option you will see a new window as shown in the following figure.
Now click on Export Button.

5. Once you click on the Export Button you have to wait for few seconds once the procedure is done you will see a popup message that Export is complete.

6. Now click on OK button and download the exported file of your subscribers.

How to create template


Campaigns templates determine how the content of your campaign will be built and displayed to your recipients. Templates also serve as a quick starting point for future campaigns by saving you time from having to rebuild your campaign’s layout. Consequently, templates allow you to reuse content and maintain brand consistency across all of your campaign efforts.

We provide a collection of pre-built, responsive templates that you may begin using and customizing immediately, or you can create your own template from scratch.

Creating a New Template

  1. To create a new template:
  2. From the left-hand navigation, select Campaigns, and then select Templates.
  3. Click Create New Template.
  4. Select the editor you want to use, and then click Continue.

Editing an Existing Template
You can only edit custom templates (templates that you have created yourself or duplicated from a Stay In Touch pre-built template).

To edit a template:

From the left-hand navigation, select Marketing Campaigns, and then click Templates.

If you wish to create a custom template using either drag and drop or entering your HTML, select BLANK TEMPLATE.

Navigate to the template you want to edit.

Click the action menu and select Edit.

  1. 1> This navigates you to the editor originally used to create the campaign. After you create a template, you cannot switch between the design and code editor.
  2. 2> Duplicating a Stay In Touch Template
  3. 3> You can easily duplicate a pre-built template provided by Stay In Touch.
  4. 4> To duplicate a Stay In Touch template:
  5. 5> From the left-hand navigation, select Campaigns
  6. 6> Click Templates.
  7. 7> Locate the template you want to duplicate and then click the action cog.
  8. 8> Select Duplicate. The duplicate opens in the design editor.

Creating a Template from a Campaign

To create a new template from an existing campaign:

  1. From the left-hand navigation, select Marketing Campaigns, and then click Campaigns.
  2. Find the campaign you would like to use, click the action menu, and then select Create Template.

How To Upload HTML Template


Following are the steps To Upload HTML Template

1. Login to Your Account to get to your Dashboard.

login to dashboard

2. In Your Dashboard, Goto Template in the above Tab.

3. Your Template page will be open, to upload your HTML click on upload button.

4. After clicking on the upload button New page will open where you have to enter name for your template and the upload your HTML CSS. and click on Upload button.

How To Create Campaign


Following are the steps To Create Campaign.

1. Login to Your Account

login to dashboard

2. It will redirect you to your Dashboard. Goto Top Menu Bar and Select Create Campaign button.

3. Next, you have to select campaign type you have two options

a. Regular B. Plain Text
Regular type is a common type.

4. Once you select the campaign type you have to select the Subscriber list which is already created select the subscriber list whichever you want and click Next.

5. Once you Select the Subscriber list you have to do the setup of your campaign.

in this setup you have to enter:

Name of your Campaign

Email Subject

From Email

and Reply to

Once you enter the setup details click on next button as shown in the following figure.

6. After doing setup you have to select template formate for your campaign. as shown in the figure,
you can also modify this template as per your requirements.

7. You can modify the selected template as you want,
the only thing is you have to keep footer as it is.

8. Once you create a template for your campaign click on Next Button.

9. It will take you to the Schedule page where you can schedule your campaign,

if you want to start your campaign now don’t make any changes directly click on next button else select date and time for your campaign and click on Next Button.

10. Once you schedule your campaign you have to confirm all the details
Recipients Email, Subject, Reply to, Tracking, Run at.

you can also make changes before you send.

after the confirmation of all details Click on Send button your Campaign will start automatically on scheduled time.

How To View Reports


Following are the steps To View Reports.

1. Login to Your Account

2. It will redirect you to your Dashboard. Goto Top Menu Bar and Select Campaign.

3. Your all campaigns will be open click on View Report Button.

4. In the beginning, you will see campaign details.

5. In the following figure, you will see a statistical report of your campaign

at first, you will get the total count of all recipient

Second, count of all delivered mails

Third, count of all Failed emails. which was not delivered because of some technical issues.

Fourth, Count of all emails which is open by the receiver.

Fifth, Count of all emails which links clicked.

Sixth, Count of all bounced emails it happens due to invalid email id.

Seventh, Count of all emails who reported your campaign as spam

Eighth, Count of email subscriber those who unsubscribed your emails.

6. After statistical report, you can see the report in number format which you can understand easyli.

How To Create Automations


Following are the steps To Create Automations.

1. Login to Your Account

login to dashboard

2. It will redirect you to your Dashboard. Goto Top Menu Bar and Select Automations.

3. Here you can create your automation with conditions.

4. Once you click on create automation button it will redirect you to Create automation page
you can give a name to your automation and then you have to select subscriber list.
then click on a create button.

5. once you click on create button next procedure is to trigger your automation.
How do you want to trigger your automation?
Here you can select a trigger as you can see in the following figure.
Then click on save & Next Button.

6. Next step Workflow here you can set the condition to your trigger.
once you set the condition click on Review & Confirm button.

7. At last, you can Review and Send your automation.

How To Add Sending Domains


Following are the steps To Add Sending Domains.

1. Login to Your Account

login to dashoard

2. It will redirect you to your Dashboard. Goto Top Menu Bar and Select Sending and then Sending Domain.

3. From The Sending Domain Page, Click on New Sending Domain.

4. As shown in the following figure you have to enter your domain name and then click on save button.

5. You will see popup message saying that the sending domain was successfully created as showing in the following figure.

6. You will see new domain added in your list just click on the newly created domain.

7. You will get text key of your domain just copy and pest this key in your domain panel. and click on save button your sending domain will be created.

How To Change Account Password


Following are the steps To Change Account Password.

1. Login to Your Account

login to dashboard

2. It will redirect you to your Dashboard. Goto Top Menu Bar and .click on the dropdown menu select Account as shown in the following.figure

3. Your profile will be open here you can change your password save new password.

How To Change Profile Picture


Following are the steps To Change Profile Picture.

1. Login to Your Account

login to dashboard

2. It will redirect you to your Dashboard. Goto Top Menu Bar and .click on the dropdown menu select Account as shown in the following.figure

3. Your profile will be open where you can change or set your Profile Picture.
Your profile picture should be 300px x 300px.=

How To Check Credits


Following are the steps To Check Credits.

1. Login to Your Account

login to dashboard

2. It will redirect you to your Dashboard. Goto Top Menu Bar and .click on the dropdown menu select Credits Used as shown in the following.figure

3. One popup window will open where you can check List of Subscribers, Campaigns Created, Automations Created,
Storage and sending Domains. in your account.

How To Delete List


Following are the steps

1. Login to Your Account to get to your Dashboard.

login to dashboard

2. In Your Dashboard, Goto List in the above Tab.

dashboard

3. You will see all your list in the section. Check the box of the list which you want to delete. You can also select multiple List. Once you selected the list/lists. You can click the Action Drop Down Button to get the delete option.

list

4. After you Click Delete, You will get pop-up asking for a confirmation to delete the list. When you are sure to delete the List you have to type DELETE in the space provided and click the Delete button.

delete

5. The list will be deleted and and a confirmation will pop-up.

delete done

How To Delete Campaign


Following are the steps To Delete Campaign

1. Login to Your Account to get to your Dashboard.

login to dashboard

2. In Your Dashboard, Goto Campaign in the above Tab.

3. You will see all your Campaigns in the section. Check the box of the campaign which you want to delete. You can also select multiple List. Once you selected the Campaign/campaigns. You can click the Action Drop Down Button to get the delete option.

4. After you Click Delete, You will get pop-up asking for a confirmation to delete the campaign. When you are sure to delete the campaign you have to type DELETE in the space provided and click the Delete button.

5. The campaign will be deleted and a confirmation will pop-up.

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