Newsletters

Since WCM 1.2

eXo WCM provides a Newsletter service with the purpose of helping users quickly get the updated newsletters from a website.

1 Newsletter Viewer

Users instantly get newsletters from your email in order to update the newest information about categories and subscriptions that users frequently care.

Following guides to get newsletters from exoservice:

1. Go to Newsletters on the navigation bar. The Newsletter page appears:

Newsletters1.2New.PNG

2. Enter your email address for the User Email field.

3. Select the check box which corresponds to the subscription that you want to get newsletters.

4. Click the Subscribe button. There will have a message that informs you have just subscribed to the selected newsletter.

Message.png

5. Click the OK button in the confirmation message. From now, users can get newsletters from your email. You can reselect the subscription that you want or don't want to receive newsletters by re-selecting the check box in the Check to subscribe column.

Newsletter.png

6. Click the Change your subscriptions button to update your changes.

7. Click the Forget this email button in case a user doesn't want to receive newsletters.

2 Newsletter Manager

eXo WCM facilitates administrators to easily and quickly manage and control newsletters by following guides:

Go to Group --> Newsletter Manager on the Administration bar. The Newsletter Manager page appears:

NewslettersManager1.2.png

2.1 Category

eXo Newsletters allows an administrator to add more new categories as well as subscriptions and new letters for these categories.

2.1.1 Add a Category

Following these simple guides to add a new category:

1. Click NewCategory.png on the action bar. The Category form will appear:

CategoryForm.png

Details:

FieldDescription
Category NameThe name of a category. This field is required.
Category TitleThe title of a category. This field is required.
Category DescriptionThe brief description about the category. This field isn't required.
Category moderatorAllows an administrator to select which memberships in what group can manage this category.
SaveTo accept adding a new category.
CancelAllows quitting the Category form without adding a new category.

2. Input values for fields.

Select a moderator for a category:

  • By clicking the SelectUser.png icon next to the Category Moderator field to select a user, the User selector form appears:
UserSelector.png

  • Click the SelectIcon.pngicon to select a user in list.
  • Or click the SelectUser1.png icon to select users in a specific group. The Group selector will appear:
GroupSelector.png

Select one group on the left pane and select a membership on the right pane. The membership and group that you have just selected will be displayed on the Category Moderator field.

After adding new categories, they will be added in the list of categories.

3. Click the category that you want to manage(for example: the Fashion category). Here you can create new subscriptions or newsletters for this category.

Newsletter4.png

4. Click the Administration button to open the menu which lists all actions that an administrator can take on this category.

Administration.png

2.1.2 Edit a Category

1. Click Edit Category in the menu. The Category form will appear:

CategoryForm1.png

Details:

FieldDescription
Category NameThe name of a category. This field can not be changed.
Category TitleThe title of a category. This field can be changed.
Category DescriptionThe brief description about the category. This field can be changed.
 
Category moderatorAllows an administrator to select which memberships in what group can manage this category by selecting membership and group. This field cannot be changed.
SaveTo save editing a new category.
CancelAllows quitting the Category form without editing a new category.

2. Change values for the Category Title and Category Description fields.

3. Click the Save button to save all changes or the Cancel button to quit without saving any change.

2.1.3 Delete a Category

1. Click Delete Category in the menu. The confirmation message will appear:

DeleteCategory.png

2. Click the OK button to accept deleting this category or the Cancel button to quit without deleting.

2.2 Manage Users

Administrator easily manage users with some actions such as: edit, ban, unban or delete users.

1. Click the Administration button --> Manage Users in the menu. The Manager Users form will appear:

ManageUser.png

Details:

FieldDescription
EmailThe email address of a user that subscript this subscription.
BannedThere are 2 values: false means a user is allowed to get emails or true means a user isn't allowed to get emails.
Edit.pngTo edit this user.
Ban.pngTo ban a user to get email.
Unban.pngTo unban a user to get email.
Delete.pngTo delete a user that corresponds to the trash can icon you have just clicked.

2. Click the Close button to close this form.

2.3 Subscriptions

In each category, an administrator can add more new subscriptions for that category. There are two ways to add a subscription for a category:

The 1st way:

1. Click New Subscription on the action bar. The Subscription form will appear:

Subscription.png

Details:

FieldDescription
CategoryThe category that contains this subscription.
Subscription NameThe name of the subscription. This field is required.
Subscription TitleThe title of the subscription. This field is required.
DescriptionThe brief description about the subscription. This field isn't required.

2. Click DownArrow.png to select the category for which you want to create a subscription.

3. Input values for fields in this form.

4. Click the Save button to accept creating a new subscription or the Cancel button to quit without creating a new subscription.

The 2nd way: Click directly the category that you want to create a subscription.

1. Click New Subscription on the action bar. The Subscription form will appear:

SubscriptionForm.png

Details:

FieldDescription
CategoryThe category that contains this subscription.
Subscription NameThe name of the subscription. This field is required.
Subscription TitleThe title of the subscription. This field is required.
DescriptionThe brief description about the subscription. This field isn't required.

2. Input values for fields in this form.

3. Click the Save button to accept creating a new subscription or the Cancel button to quit without saving any change.

2.4 Newsletters

In addition, an administrator can create newsletters for each subscription. eXo WCM helps easily creating newsletters by following these guides:

2.4.1 Create a Newsletter

1. Go to Groups --> Newsletter Manager. The eXo Newsletter will appear.

2. Click NewLetter.png on the action bar. The Newsletter entry form will appear:

NewsletterEntryForm.png

Details:

FieldDescription
TemplateThe template that you select for your newsletter form.
Send dateThe date and time when you want to send this newsletter.
CategoryThe category that contains this newsletter.
SubscriptionThe subscription that contains this newsletter.
Update sending parametersAllows updating information about this newsletter.

2. Click DownArrow.png to select the template for a newsletter.

3. Click the Send Date field. The calendar will appear to allow you to choose the date and time when you want to send this newsletter.

Calendar.png

4. Click DownArrow.png to select the category and the subscription in list.

5. Click the Update Newsletter's infor button to update information about this newsletter.

6. Input a title of a newsletter for the Title field.

7. Create a content for a newsletter by inputting information in the Main content text.

8. Click the Save button to save this newsletter as draft or click the Send button to send this newsletter on time when you select date and time in the Send Date field or click the Cancel button to quit without saving.

After creating newsletters for a subscription, an administrator can manage these newsletters by opening, editting, deleting or converting as a template for using later.

Newsletter6.png

2.4.2 Open a Newsletter

1. In a specific subscription, select the newsletter that you want to open by selecting the Checkbox.png check-box.

2. Click the Moderation.png button --> Open in the menu. The View Newsletter's Content form will be displayed:

NewsletterContent.png

3. Click the Close button to close this form.

2.4.3 Edit a Newsletter

Following guides to edit a newsletter:

1. In a specific subscription, select the newsletter that you want to edit by selecting the Checkbox.png check-box.

2. Click the Moderation.png button --> Edit in the menu. The Newsletter entry form will appear:

EditNewsletterEntryForm.png

3. Change values for fields that you want to edit: Template, Send date, Category, Subscription.

4. Click the Update a Newsletter's infor button.

5. Change values for fields: Title and Main content.

6. Click the Save button to save as draft or click the Send button, this will occur 2 situations: if the send date is less than the created date, the status of this newsletter will be sent, if the send date is greater than the created date, the status of this letter will be awaiting or click the Cancel button to quit without editing.

2.4.4 Delete a Newsletter

An administrator can delete obsolete newsletters by following:

1. In a specific subscription, select the newsletter that you want to delete by selecting the Checkbox.png check-box

2. Click the Moderation.png button --> Delete in the menu. The confirmation message will be displayed:

DeleteMessage.png

3. Click the OK button to accept deleting this newsletter or the Cancel button to quit without deleting.

2.4.5 Convert as Template

An Administrator can reuse the template of the frequently used newsletter template by:

1. Select the newsletter that you want to make it as a template.

2. Click the Moderation.png button --> Convert as Template in the menu. The next time when you create a newsletter, this template will be listed in the Template field in the Newsletter entry form form.


Creator: quynh lien on 08/17/2009
Copyright (c) 2000-2009. Allright reserved - eXo platform SAS
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