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Mailing Lists Guide

 

 

Mailing Lists are a key component for managing user subscriptions, communications and marketing campaigns.

 

They are integrated across various modules and screens, providing detailed management, analytics and user interaction capabilities.

 


Listing

 

 

Fields and Settings:

  • Action: checkboxes for individual or bulk actions. Select the desired Mailing List, or several, and apply one the "Actions" listed in the drop-down (Copy or Delete)
  • Edit: a direct link to the Edit screen
  • Name: the name of the mailing list
  • Live Subscribers: link and count of active, non-bounced subscribers
  • Unsubscribes: link and count of users who unsubscribed
  • Trend (30 days): showing net subscriber gain/loss
  • Subscription Plan: associated with the mailing list
  • Sort Order: sortable ascending
  • Live: shows if the mailing list is Live or not
  • Hidden: shows if the mailing list is Hidden or not
  • Created: the date the mailing list was created
  • Created By: the user who created the mailing list
  • Analyse: link to mailing list analysis screen
  • Sorting: Columns like Name, Subscription Plan, Created, Sort Order, Live, Hidden, Subscribers, Unsubscribes, and Trend are sortable
  • Links: Subscriber and Unsubscribe counts link to detailed subscriber management screens

 


Detail

 

 

Fields and Options:

 

Buttons:

  • Go to List
  • Copy
  • Add
  • Edit

Main:

  • Name
  • Description
  • Message Campaign
  • Subscription Plan
  • Section
  • Multi-Display
  • Teaser
  • Sort Order
  • Unsubscribe Confirmation Message

Analysis:

  • Analyse: (figure and link to the Mailing List Analysis screen)
  • Live Subscribers: (figure and link to the Mailing List Subscribers screen)
  • Unsubscribes: (figure and link to the Mailing List Subscribers screen)
  • Trend (30 days)

Permission:

  • Permission Statement
  • Preference

Security:

  • Content Security Right

Publication

  • Live
  • Hidden

Audit

  • Created
  • Created By
  • Last Updated
  • Last Updated By

Subscriber and Un-Subscriber:

  • Subscribers
  • Un-Subscriber

 


Add / Edit

 

 

The Add and Edit screens share the same fields as the Detail screen, allowing creation or modification of mailing lists.


Fields and Settings:

 

Main

  • Name: Enter the Name that you wish to call this Mailing List. If this is a hidden Mailing List, please note that users who unsubscribe from it will see the name you provide.
  • Description: Enter a description for this Mailing List. This is for internal use.
  • Subscription Plan: Select a subscription plan to make a join between the mailing list and the subscription plan. When joined, any user who is added to the mailing list is also added as a subscriber to the subscription plan, and when they are removed, the subscription is removed. Note: Existing mailing list subscribers will not be automatically assigned to this subscription plan.
  • Section: Select the Section where you would like this Mailing List to appear.
  • Multi Display: Select additional Sections to display this Mailing List within.
  • Teaser: The Teaser is a brief introduction or description of this Mailing List
  • Sort Order: Sort Order, the order that this Mailing List is displayed in.
  • Unsubscribe Confirmation Message: Enter the Confirmation Unsubscribe message that a user will see when they click on the unsubscribe link from an email message. This screen will ask them to confirm their unsubscribe action.

Permission:

  • Permission: Select the permission statement to be displayed when a user selects this mailing list.
  • Preference: Select the preference this mailing list is associated to. If a user deselects the associated preference on their profile, they will be automatically unsubscribed from this mailing list.

Security:

  • Content Security Right: Use the drop-down menu to select which user group has access to this Mailing List

Publication

  • Live: Tick this box to publish this Mailing List Live to your Website
  • Hidden: Select to hide this Mailing List on the Mailing List listing screen. This is useful if you have automated workflows. Users can still unsubscribe from it by using the One-click unsubscribe link on each message and they will see the name of the Mailing List. Please make sure you enter a meaningful name.

 


Mailing List Profile

 

(Control > CRM > Mailing List Profile)

 

The Mailing List Profile screen serves as the central configuration point for mailing list subscription profiles, managing how users subscribe, confirm, and interact with mailing lists within Affino.

 

Fields and Settings:

 

Main

  • Name: Enter Name to the Profile
  • Description: Add a description to the profile
  • Show Country Selector: Select to include a required Country selector below the email address field on the newsletter signups, whether it's on the main screen or in the design elements
  • Country Label: Enter the label for the Country Selector
  • Enable Double Confirm: Select to enable Double Confirm
  • Double Confirm Email Subject: Add email subject to double confirm
  • Double Confirm Email Body: Enter email body Maintain placeholders [_FirstName_], [_LastName_], [_Full_Activation_Link_]
  • Activate Your Subscription Heading: Add a heading for Active your subscriptions screen
  • Newsletter Image: Select an image for the Activate Newsletter Subscription screen
  • Activate Newsletter Body: Enter text for Activate Newsletter Body
  • Your Information Label: Enter text for your Information
  • These Fields Are Mandatory Label: Enter label for these fields are mandatory
  • Email Label: Enter Email label
  • Activation Code Label: Enter label for Activation Code
  • Submit Button: Select an image for the Submit button
  • Submit Label/ Alt: Enter text for Submit label/ alt text
  • Activation Code Accepted Header: Enter text for activation code accepted
  • Body Text: Enter body of double confirm screen
  • Home Button: Select an image for the Home button
  • Home Label/ Alt Text: Enter text for Home label/ alt text
  • Error Message: Enter error message for activation code and email

Notifications

  • Notification Subject: Enter in the Newsletter Subscription Notification title. This is the title of the email which goes out to users when they update their newsletter subscriptions.
  • Subscribe Notification Message: Enter email message which an existing User receives when they subscribe to a mailing list. You can use the following placeholder in this message: [_SiteURL_]
  • Unsubscribe Notification Message: Enter email message which an existing User receives when they unsubscribe from a mailing list. You can use the following placeholder in this message: [_SiteURL_]
  • Newsletter Subscription Notification: Enter email message which a new User receives when they subscribe to a mailing list. You can use the following placeholders in this message: [_FirstName_], [_LastName_], [_Newsletter_Title_Teaser_], [_Newsletter_Channel_]

Text Items:

  • Country Label (Default: Country)
  • Email Label (Default: Email)
  • First Name Label (Default: First Name)
  • Info Text (Default: You can unsubscribe at any time by un-checking any of the check boxes above, and updating your subscription)
  • Last Name Label (Default: Last Name)
  • Log In Message (Default: Email already exists. If this is your account, please [_Click_Here_] to login
  • Message Unsubscribe (Default: Click [_Link_Start_]here[_Link_End_] to unsubscribe
  • My Preferences Link (Default: My Preferences)
  • Notification Email - Update Text (Default: You can update your subscriptions by going here)
  • Read More button in the message (Default: Read more)
  • Unsubscribe From All Link (Default: Unsubscribe from all Newsletters)
  • Update Header (Default: Subscription Update)
  • Update Notification - Not subscribed (Default: You are not currently subscribed to any mailing lists)
  • Update Subscribed Text (Default: You have successfully subscribed to)
  • Update Subscriptions Button (Default: Update Subscriptions)
  • Update Unsubscribed Text (Default: You have successfully unsubscribed from) 

 


Related Screens

Mailing List Analysis

 

(Control > Marketing > Mailing List Analysis)

 

The Mailing List Analysis screen serves as a detailed analytics and insights tool focused on mailing list performance and subscriber trends. Its primary purpose is to provide administrators and marketers with comprehensive data about their mailing lists, enabling them to monitor growth, engagement, and the impact of messaging campaigns.

 

Mailing List Subscriber Import

 

(Control > Marketing > Mailing List Subscriber Import)

 

The Mailing List Subscriber Import screen serves as a dedicated control interface for importing subscribers into mailing lists using an import engine. Its primary purpose is to facilitate bulk subscription management by allowing administrators to upload subscriber data files (typically in XLSX format) to add, unsubscribe, or remove users from selected mailing lists efficiently.

 

 


Mailing List Design Element

 

The Mailing List Design Element is a core component in Affino that facilitates mailing list subscriptions on the website (front-end), providing a clean, manageable, and GDPR-compliant interface for users to manage their mailing list preferences.

 

Example: Mailing Lists

 

Key aspects of the Mailing List Design Element include:

  • Single Mailing List Association: The DE is designed to relate to one mailing list at a time, which previously caused limitations that were addressed by creating this dedicated DE instead of relying on design scripts.
  • Layout Options: It supports different presentation layouts, such as vertical or horizontal, allowing flexibility in how the subscription form is displayed on the page.
  • User Interaction: For logged-in users, the DE shows their current mailing list subscriptions, enabling them to update their preferences easily. For guests, it provides subscription and unsubscription options with separate buttons to avoid accidental mass unsubscribes.
  • Integration with Mailing List Management: The DE works in conjunction with the mailing list channels and subscriber management, ensuring that subscription changes are accurately reflected in the system.
  • Security and GDPR Compliance: When users select mailing lists, permission statements can be displayed in modal popups to comply with GDPR requirements, ensuring users are informed and consent to subscriptions.
  • Subscription Logic: The DE handles subscription and unsubscription actions carefully, especially for guests, by providing distinct buttons for subscribing and unsubscribing to prevent unintended changes.

 


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Product Version

Version 9.0.10.18
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