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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.

  1. First Name - This field is required. This field will appear on your newsletter.

  2. Last Name - This field is required. This field will appear on your newsletter.

  3. User Name - This is your user ID, use it to log in to the site.

  4. Expires on - This is your expiration date. You will be reminded in advance to renew your subscription.

  5. 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.

  6. Confirm Password - This field is required. Retype your new password. Be careful, as whatever you type will be represented by asteriks for security reasons.

  7. 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 .

  8. Address Line 1 - This field is required. This is your street address.

  9. 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.

  10. City - This field is required. This is your city.

  11. State - This field is required. This is your state.

  12. Zip - This field is required. This is your zip.

  13. Country - This field is required. This is your country. It is prefilled to "US".

  14. Telephone No 1 - This field is required. This is the number subscribers will respond to for more information.

  15. Telephone No 2- This field is not required, but you may use it if you have second line for subscribers to respond.

  16. Fax No - This field is required. This is the fax number subscribers will respond to for more information.

  17. 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.

  18. Agent Bio - This will be displayed at the bottom of the newsletter. Simply hit "enter" to start a new paragraph.

  19. 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.

  20. To upload your photo:

    1. Click on "Upload Photo" button on the top of the list.

    2. Click "Browse" and select the file you want to upload. Remember that the file must be a recognizable graphics type (.gif, .jpg, etc).

    3. Click "Upload File".

    4. You will receive a message that the file has been uploaded as well as be able to view your photo.

    5. 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.

  1. 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.

  2. To read an article, click "Preview" and then "Back" when you are finished.

  3. To select an article, click "Save" and your choice will be saved. Again, use the "Back" button to return to the article list.

  4. 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.

  5. 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.

  1. 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.

  2. Delete articles from your list by using the "Delete" button.

  3. 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:

    1. Click on "Upload Subscribers" button on the top of the list.

    2. 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.

    3. 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).

    4. Click "Send File".

    5. Verify that you are uploading the correct file by clicking "Continue Import". You can also cancel the upload at this stage.

    6. You will receive a message that the file has been uploaded.

    7. You will also see a list of the results of your upload.

    8. Click "Subscriber List" to return to the main subscriber page.

    9. 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.

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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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