FastStats broadcasting and responses

Note: You must log in as an administrator to perform the following tasks.

Note: The Email Broadcasting Wizard is required for FastStats use only.

Enable Email Broadcasting

To enable the Email Broadcasting wizard plugin:

  1. Open the FastStats Configurator.

  2. Select Web Service.

  3. Click OK on the Web Service Chooser dialogue box.

  4. Click Client Configuration.

  5. Select the Discoverer client associated with your system and click Edit.

  6. On the Plugins tab, ensure the Apteco.Discoverer.Plugins.EmailBroadcasting check box is selected, then click OK.

You have now enabled email broadcasting in FastStats.

Configuration in FastStats

To complete the FastStats configuration:

  1. Open Apteco FastStats, select the Users explorer, right-click on the Global node then navigate to Modify > Plugin Configurations.

  2. Expand the Wizard node then clear the Inherit check box for Email Broadcasting (User Defined Fields), then click Edit.

  3. Click Add to add a new template.

  4. Enter a Name, select the appropriate Resolve Table from the drop-down and select Optimizely from the Broadcaster drop-down.

    Note: Scroll to enter the Known Parameters information, * indicates a required parameter.

The Optimizely integration name in the FastStats system is called Optivo.

Complete the template parameters form with the required settings for your Optimizely account.

Field Settings

(*Example, these will be specific to your account)
Client ID Your Optimizely Client ID
URN Field Name URN
Email Field Name Email
Use Dated List false
Template List Name *ClosedLoopWebServiceTemplate: master
Upload Only Folder %LISTNAME%
Upload and Broadcast Folder %LISTNAME%\%MESSAGENAME%
Use Closed Loop true
Closed Loop Layout *Kunden

ID|Email|Salutation|Title|Firstname|Lastname|mobile|fon|fax|Print_Anrede|Print_Vorname|Print_Nachname|Print_Strasse|Print_Hausnummer|Print_Strasse_und_Hausnummer|Print_Adresszusatz|Print_Postfach|Print_Postleitzahl|Print_Stadt|Print_Land|Message|Discount|Communication Key
Encoding UTF8

Note: These settings will be specific to your Optimizely account.

Note: You will need to exit out of FastStats and log in again for these changes to take effect.

Note: You need to create the additional fields in the same order as the pipe delimited text in the Closed Loop Layout.

Adding a Predefined Broadcasting Field Set

As Optimizely is a predefined digital integrator, you need to define a predefined output sequence which will identify the variables that will be uploaded in your list.

Note: You must set up a message in Optimizely before performing this step. See Optimizely configuration.

To add a predefined broadcasting field:

  1. From FastStats select Tools > Administrative Functions > Setup Broadcasting Fields.

  2. Click Add New Broadcasting Field.

  3. Enter the Set Name to match the Template Name in Optimizely.

    Note: Use the Set Name to associate each new output field with a Set

  4. Click Add New Broadcasting Field and complete each Update Broadcasting Field dialogue until the list of broadcasting fields is complete.

    Parameter Settings to use
    Set Name Template name in Optimizely
    Variable Select the Variable that you wish to include in your sequence
    Header (Optional) Use the Header field to give the variable a name so that it matches the field name in your Optimizely account
    Output Style Select to either the Code or Description from the Output Style drop-down.
    Output Unclassified as Spaces Select this check-box if you wish unclassified values to appear as spaces or if this variable is an email or SMS field
    Email Field Select this check-box when defining the Email field.
    SMS Filed Select this check-box when defining the SMS field.
    Sequence ID The Sequence ID allows you to order your variables in the set.

    At least one of the fields must be an Email Address.

    Note: You can create multiple templates and sets and then reference these separately from your email broadcasts.

Checking your configuration

To use the Email Broadcasting Wizard, select the Email Broadcasting icon from the Output Wizards section on the Wizards panel. This will send a test email.

  1. Select the Upload Template, if you have multiple upload sequences configured select the template from the drop down list and click Next. Otherwise, you will be taken straight to the Selection step.

  2. Drag a selection from FastStats with the contact/s you wish to send a test message to.

    Note: Email Broadcasting Details Form
    1. Enter the Username.
    2. Enter the Password.
    3. Enter the List Name. If using an existing List, click the List Name retrieve button and then after a short while choose the list. Check the Overwrite an existing list if required.
    4. Click the Message Name retrieve button.
    5. After a short while you should be able to use the drop-down list to see the available messages from Optimizely.

    If you do not see a list do not proceed, something is wrong in a previous configuration.

  3. Complete the Email Broadcasting Details form, then click Finish.

    Option Settings to use
    Username A username from your Optimizely account
    Password The password for your Optimizely account
    List Name drop-down Click on the List Name retrieve button and select a list from the drop-down (select any list name as for Optimizely the List is defined by the Message)
    Message Name Click on the Message Name retrieve button and select one from the drop-down or leave it blank if you only want to upload your list
    A copy of the list will be saved to the directory below Browse to the location where you wish to save a copy of the list
    Email Address Enter an Email Address, FastStats will use this to notify you once the list has been processed and then click Next

  4. If you entered a message name, a Broadcast Warning message displays meaning this will send a message to your target audience.

    Click Yes to commit this action.

  5. Once the list has been uploaded (and if applicable the message delivery has been scheduled), the wizard will complete. Click Finish to close the wizard.

The recipients in your selection should receive an email using the template from Optimizely.

Email Responses Wizard

When your emails have been sent out you can start analysing the responses from your target audience.

To get started:

  1. Open the Email Responses wizard.

  2. Enter the name of the message that you used in the Email Broadcasting wizard, then click Next.

  3. As the Email Response Gatherer starts collecting information from Optimizely, you will see how customers are interacting with your broadcast.

    If you want to analyse this information further, check the box for Create a virtual variable from this information, then click Next.

  4. Drag the Email variable that you used in the Email Broadcasting wizard onto the drop box, then click Next.

  5. Locate the folder where you wish to store the virtual variable, then click Next.

  6. Enter any notes that will be stored along with the virtual variable, then click Next.

  7. Enter a Description for the virtual variable or drag an existing virtual variable onto the drop box if you wish to overwrite it. Modify the Security Attributes if applicable, then click Next.

  8. Click OK, then click Finish.