How to Use the Senior Finances Email Newsletter
Frequently Asked Questions About the Senior Finances
Email Newsletter
How to Use
the Senior Finances Email Newsletter
Edit Your Profile
Select Your Articles
Manage Your Articles
Manage Your Subscribers
Edit Your Profile
This is how prospective clients will contact you
when they receive the newsletter. Remember that the
information entered into these fields will display
on the newsletter that your clients will see and accuracy
is important.
-
First Name - This field is required. This field
will appear on your newsletter.
-
Last Name - This field is required. This field
will appear on your newsletter.
-
User Name - This is your user ID, use it to log
in to the site.
-
Expires on - This is your expiration date. You
will be reminded in advance to renew your subscription.
-
Password - This field is required. This is your
password. You may change your password by typing
in the new password, confirming the new password
(see next item) and clicking "Save" at the bottom
of the page. Be careful, as whatever you type will
be represented by asteriks for security reasons.
-
Confirm Password - This field is required. Retype
your new password. Be careful, as whatever you
type will be represented by asteriks for security
reasons.
-
Email Address - This field is required. This is
the email address that your subscribers will reply
to for further information. This is also the email
address that undeliverable emails will be sent
.
-
Address Line 1 - This field is required. This
is your street address.
-
Address Line 2 - This field is required. This
field is not required, but can be used if your
address is too large for the field above.
-
City - This field is required. This is your city.
-
State - This field is required. This is your state.
-
Zip - This field is required. This is your zip.
-
Country - This field is required. This is your
country. It is prefilled to "US".
-
Telephone No 1 - This field is required. This
is the number subscribers will respond to for more
information.
-
Telephone No 2- This field is not required, but
you may use it if you have second line for subscribers
to respond.
-
Fax No - This field is required. This is the fax
number subscribers will respond to for more information.
-
Email Message Title - This is the subject line
of the email newsletter. This is what your subscribers
will see first and should be kept concise and descriptive.
No HTML tags should be used in this field.
-
Agent Bio - This will be displayed at the bottom
of the newsletter. Simply hit "enter" to start
a new paragraph.
-
Your photo - The photo will appear next to your
biography. The size of the photo MUST
BE 80
pixels wide by 100 pixels high. Your file name
must be all one word, for instance 'myfile.gif',
not 'my file.gif'. The photo must be 72dpi (dots per inch)
and must be saved as a gif or jpg.
For a charge of $75, we can format your digital
photo so that it meets the size and filename requirements.
For a charge of $100 you can mail us your photo
and we can scan it, size it, save it and upload
it for you.
-
To upload your photo:
-
Click on "Upload Photo" button on the top
of the list.
-
Click "Browse" and select the file you want
to upload. Remember that the file must be a
recognizable graphics type (.gif, .jpg, etc).
-
Click "Upload File".
-
You will receive a message that the file has
been uploaded as well as be able to view your
photo.
-
Click "OK" to return to the main contact information
page.
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Select Your Articles
You will need to select the articles for your newsletter.
-
Click on the "Select Articles" button on the left
side. You will see a list of articles that are
available for your use. The articles are sorted
by content. Articles with general non-securities
related content are first in the list, securities
related articles are on the bottom.
-
To read an article, click "Preview" and then "Back" when
you are finished.
-
To select an article, click "Save" and your choice
will be saved. Again, use the "Back" button to
return to the article list.
-
The application will keep track of how many articles
you have selected (to a maximum of 2) and will
not allow you select more than the maximum for
the month.
-
If for some reason you do not select articles
in a given month, the first two active non-securities
articles will be used for your newsletter.
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Manage Your Articles
You will need to delete old articles each month in
order to be able to select your new content. This screen
also allows you to preview your newsletter.
-
Click on the "My Articles" button on the left
side. You will see the list of articles you have
selected. You can also view the date your newsletter
will be sent and a "Preview Newsletter" button
on the top of the table.
-
Delete articles from your list by using the "Delete" button.
-
When you are satisfied with your article selections,
you can preview your newsletter by clicking the "Preview
Newsletter" button.
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Manage Your Subscribers
You will need to enter subscribers into the database.
This is easily done by uploading a file with the subscriber
information.
- Click on "Subscribers" on the left hand side of
the page.
- You will see three buttons across the top of the
page (Add Subscriber, Upload Subscribers, Search
Subscribers).
- To add a single subscriber, click on "Add Subscriber" and
complete the fields (First Name, Last Name, Email
Address) and set the subscriber to "Active" using
the radio button. Finally, click "Save". You will
be taken back to the main subscriber page and should
see your new subscriber on the list.
To upload multiple subscribers:
-
Click on "Upload Subscribers" button on the
top of the list.
-
Click "Browse" and select the file you want
to upload. Remember that the file must be a comma
separated values (.txt, .csv) file. You can create
this file in Microsoft Excel or with any Text
Editor.
-
Be sure that you have one subscriber per line
with the first name, last name and then email
address on each line (ie. John,Jones,jjones@email.org).
-
Click "Send File".
-
Verify that you are uploading the correct file
by clicking "Continue Import". You can also cancel
the upload at this stage.
-
You will receive a message that the file has
been uploaded.
-
You will also see a list of the results of your
upload.
-
Click "Subscriber List" to return to the main
subscriber page.
-
If you have problems uploading your subscribers,
we can do it for you at the cost of $75.
-
To search for a subscriber, click on "Search Subscribers" and
enter either the email address or the name of the
subscriber. You may enter both if you like, but
only one is needed. Click the "Search" button and
the results will appear.
-
To delete a subscriber, simply click the "Delete" button
next to the subscriber in the list.
-
To edit a subscriber, click the "Edit" button
associated with the subscriber. Make any changes
and then click the "Save" button. The "Back" button
will return you to the subscriber list without
saving any changes.
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Frequently
Asked Questions About the Senior Finances Email Newsletter
How do I change my password?
My photo looks out of proportion
on the preview. How can I fix this?
When I upload subscribers, the
information is in the wrong place, the last name
is actually the first name and vice versa, what's
going on?
The form keeps saying that I have
an invalid email address?
I can't login.
What does all this cost?
What happens to emails that cannot
be delivered?
When is the newsletter sent?
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How do I change
my password?
You can change your password from the "edit profile" screen.
Just type in the new password, confirm that new password
in the next field, and click "Save" at the bottom of
the page. Be careful when typing in your new password,
as the characters will display as "*" for security
reasons.
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My
photo looks out of proportion on the preview. How can
I fix this?
The photo will appear next to your biography.
The size of the photo MUST BE
80 pixels wide by 100 pixels high. Your
file name must be your first and last name, with NO SPACES
in between and NO CAPS ( ie. bobsmith.jgp ). The
photo should be 72DPI (dots per inch) and
must be a recognizable graphics type (.gif, .jpg). Any
variation from the above specifications may result in your
photo either not appearing correctly in your email newsletter,
or not at all.
For a charge of $75, we can format your digital photo
so that it meets the size and filename requirements.
For a charge of $100 you can mail us your photo and
we can scan it, size it, save it and upload it for
you.
Return to Topic List
When
I upload subscribers, the information is in the wrong
place, the last name is actually the first name and
vice versa, what's going on?
Make sure that your subscribers' information is in
the correct order before you upload - First Name, Last
Name, Email Address (John,Jones,jjones@email.com)
If you have problems uploading your subscribers,
we can do it for you at the cost of $75.
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The
form keeps saying that I have an invalid email address?
Please be sure that you are entering your email in
the correct format - address@domain.com
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I can't login.
For login problems, contact cs1(at)javelinmarketing.com
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What does all
this cost?
For one year of access to the management site, rights
to some of the finest senior focused financial content
available and the ability to send your newsletter to
up to 10,000 subscribers, the regular price is just $599.
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What happens
to emails that cannot be delivered?
Undeliverable emails will be returned to your contact
emaill address. Be sure to delete or otherwise update
these addresses in your subscriber data base.
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When is the
newsletter sent?
The newsletter is emailed once a month to your subscriber
list. You can find the date that the newsletter is
delivered on the "My Articles" page.
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