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ProActive Help Centre

Have a look at the following how-to questions to see if they help you achieve what you want. If not, book an hour's consultancy via a remote screenshare with me.

Interested in signing up? Visit the ProActive page.

I hope the questions and answers below, along with the screenshots, help to answer any specific questions you have so that you can get the best out of ProActive and put it to the best of use for your business. Over time I'll be adding more sections as required.

I know that some of you may find the techy integrations difficult, but once done they are easy to use.

Mailshots

How to set up Mailshot functionality within ProActive

A really powerful feature of ProActive is its ability to allow you to send mailshots to a group of your contacts.

There's some techy stuff that needs to be done to enable it.

Create a Mailjet account

It's free. Go to https://www.mailjet.com/ and select to Sign up for free. Enter the email address that is in the Settings of your ProActive account, Create a password, confirm you're not a robot and then Sign up!

They will send you an email to verify the email address you just used. Follow the instructions in the email, which should leave you logged in to your new Mailjet account.

Find the email settings

Select Transactional and then select SMTP:

Mailjet SMTP Settings

The fields you need for ProActive are the Username and Password under Credentials:

Mailjet Credentials

Enter these Credentials into ProActive

In ProActive go to Help->Settings->Mailshot Settings

ProActive Mailshot Settings

Enter the Mailjet Username into the Mailjet API Public Key (SMTP Username) field.

Enter the Mailjet Password into the Mailjet API Secret Key (SMTP Password field)

If you have an email signature that you want to use, put it in the Email Signature field, then Press Save.

How to send a Mailshot to selected Contacts

At the Contacts screen, select the Contacts you want to email. You can filter by List, Source, Contact Type and more. Click Actions:

ProActive Contact Actions

Then select the orange Mailshot button and check the list of contacts to be emailed. It will exclude any you might have selected Do Not Email, and any without an email address.

Once you are happy with the contacts, click the orange Send to the Mailshot page button:

Send to Mailshot page

Type the subject and body of your email. There are placeholders you can use which will substitute the name, surname or full name of the contact. Copy and paste these as required into your email body.

When you're ready, you can send a test email and then the mailshot itself.

Send test and mailshotAny placeholders you've used won't be substituted on the test email, but they will in the mailshot itself.

How can I add photos or visuals to a mailshot?

You just need to upload the image somewhere first, eg a Dropbox account or Google Drive - whatever you use - and create a link that can be used by anyone. Copy the link because that is what you are going to put into ProActive. It should look something like: "https://www.dropbox.com/s/7jdeefghkr47za6e/Favicon.png?dl=0"
Then, in the ProActive mailshot screen, click here:

Location of image icon in ProActive Mailshot screen

It brings up this screen:

Screenshot of ProActive Mailshot add image screen

Paste that link you just copied into the Source field, add a description and dimensions if you want and press ok.

The image gets inserted and then you can go on with the rest of your mailshot.

Use your Mailjet dashboard to see the status of your emails

Log in to your Mailjet account Dashboard - this should be the first page you are taken to when you log in. Or you can get to it by clicking on the orange logo that looks like a paper aeroplane.

Scroll to the bottom of the page and you will see a section called Last messages sent. Click on View all stats:

Mailjet last messages sent

You can filter by email type (transactional for ProActive) and date range:

Mailjet email filters

then it shows you a graph of the time period and emails you have selected, some stats if you like numbers and an option at the bottom of the page to view Detailed reports:

Mailjet detailed email reports

This is the part I find most useful as it shows me at a glance the subject, recipient and time of the email, along with its status (delivered, bounced, opened etc).