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.
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:
The fields you need for ProActive are the Username and Password under Credentials:
Enter these Credentials into ProActive
In ProActive go to Help->Settings->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.
At the Contacts screen, select the Contacts you want to email. You can filter by List, Source, Contact Type and more. Click 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:
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.
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:
It brings up this 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.
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:
You can filter by email type (transactional for ProActive) and date range:
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:
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).