Difference between revisions of "ProDon:Preparing the Distribution List"

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{{Header_ProDon|1|4.7.3.4|Nadia Carrier|Nadia Carrier|2014/12/02}}  
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{{Header_TOC}}<br>
  
 
== Introduction<br>  ==
 
== Introduction<br>  ==
  
Le module PubliCourriel permet d'effectuer des envois massifs de courriels et de compiler des statistiques pour chaque envoi effectué (nombre de courriels envoyés, ouverts, rejetés, etc.), afin d'évaluer l'efficacité des envois. Une gestion des rejets est également intégrée pour éviter tout problème de pourriels. Pour savoir comment consulter les statistiques d'envoi, voir [[ProDon:Consultation des statistiques d'envoi|ce document]].  
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The E-mail Blast module allows you to perform mass emailing and compile statistics for each mailing made (number of emails sent, opened, rejected, etc.), in order to evaluate the efficiency of the mailings. A reject management is also integrated to avoid problems with spam. To learn how to view the mailing statistics, see [[ProDon:Viewing Mailing Statistics|this document]].&nbsp;
  
<br>De plus, les internautes peuvent s'inscrire à des listes de distribution afin de recevoir les courriels d'informations qui les intéressent, à partir du site Internet de l'organisme. À la suite de leur inscription, ils reçoivent un courriel de confirmation automatique, préparé à cet effet. Cette fonctionnalité requiert l'intervention de Logilys, donc si elle vous intéresse, veuillez contacter le soutien technique.<br>  
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<br>Moreover, Internet users can subscribe to distribution lists from the organization website to receive information emails of interest to them. Following their subscription, they receive an automatic confirmation email, prepared for this purpose. This function requires the intervention of '''''Logilys''''', so if you are interested, please contact the technical support. <br>  
  
<br>L'envoi d'un PubliCourriel se résume en trois étapes&nbsp;: Il faut d'abord préparer le document maître, préparer ensuite la liste de distribution, puis envoyer le PubliCourriel.  
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<br>An E-mail Blast can be summed up in three steps: You must first prepare the master document, then prepare the distribution list and finally, send the E-mail Blast.&nbsp;
  
<br>Le document qui suit porte sur la préparation de la liste de distribution. Pour savoir comment préparer le document maître, consulter [[ProDon:Préparation du document maître|ce document]]. Pour savoir comment envoyer le PubliCourriel, consulter [[ProDon:Envoi du PubliCourriel|ce document]].<br>  
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<br>The present document deals with the preparation of the distribution list. To learn how to prepare the master document, see [[ProDon:Preparing the Master Document|this document]]. To learn how to send the E-mail Blast, see [[ProDon:Sending the E-mail Blast|this document]]. <br>  
  
 
<br>  
 
<br>  
  
Une liste de distribution est la liste des clients à qui le courriel sera envoyé. Il existe deux types de listes de distribution&nbsp;: <br>  
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A distribution list is the list of clients to whom the email will be sent. There are two types of distribution lists:&nbsp;: <br>  
  
*[[ProDon:Préparation de la liste de distribution#Pr.C3.A9paration_d.27une_liste_de_distribution_provisoire|Une liste de distribution provisoire]]<br>  
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*[[ProDon:Preparing the Distribution List#Preparing_a_Provisional_Distribution_List|A provisional distribution list]]<br>  
*[[ProDon:Préparation de la liste de distribution#Pr.C3.A9paration_d.27une_liste_de_distribution_permanente|Une liste de distribution permanente]]<br>
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*[[ProDon:Preparing the Distribution List#Preparing_a_Permanent_Distribution_List.C2.A0|A permanent distribution list]]<br>
  
 
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== Preparing a Provisional Distribution List<br>  ==
 
== Preparing a Provisional Distribution List<br>  ==
  
Une liste de distribution provisoire est une liste qui ne peut être utilisée qu'une seule fois. Par exemple, elle peut être utilisée pour remercier les clients ayant participé à une activité. Dans ce cas, la liste ne pourra jamais être réutilisée puisque ce ne sont jamais les mêmes clients qui assistent aux différentes activités. De plus, la liste de distribution provisoire ne doit pas être créée à l'avance, elle doit être créée seulement au moment de l'envoi du PubliCourriel.<br>  
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A provisional distribution list is a list that can only be used once. For instance, it can be used to thank the clients who participated in an activity. In that event, the list can never be used again since never the same clients attend to the different activities. Moreover, the provisional distribution list must not be created in advance, it should only be created when sending the E-mail Blast. <br>  
  
Pour savoir comment effectuer un envoi PubliCourriel avec une liste de distribution provisoire, consulter la section «&nbsp;[[ProDon:Envoi du PubliCourriel#Cr.C3.A9ation_d.27un_envoi_.C3.A0_partir_d.27une_liste_de_distribution_provisoire|Préparation d'un envoi à partir d'une liste de distribution provisoire]]&nbsp;» du document «&nbsp;[[ProDon:Envoi du PubliCourriel|Envoi du PubliCourriel]]&nbsp;».<br>  
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To learn how to perform an E-mail Blast with a provisional distribution list, see the [[ProDon:Sending the E-mail Blast#Creating_a_Mailing_from_a_Provisional_Distribution_List|"Creating a Mailing from a Provisional Distribution List"]] section of the [[ProDon:Sending the E-mail Blast|"Sending the E-mail Blast"]] document. <br>  
  
 
<br>  
 
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== Preparing a Permanent Distribution List&nbsp;  ==
 
== Preparing a Permanent Distribution List&nbsp;  ==
  
Une liste de distribution permanente est une liste qui peut être utilisée plusieurs fois. Par exemple, elle peut être utilisée pour envoyer un bulletin mensuel, une infolettre, de l'information sur les activités à venir, etc. Il est possible d'inscrire et de désinscrire les clients de la liste en tout temps. La liste de distribution permanente doit être préalablement créée pour effectuer un envoi PubliCourriel.<br>  
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A permanent distribution list is a list that can be used many times. For instance, it can be used to send a monthly bulletin, a newsletter, information on upcoming activities, etc. It is possible to subscribe or unsubscribe from the list at all times. As opposed to the provisional distribution list, the permanent distribution list must be created prior to performing the E-mail Blast. <br>  
  
Il est possible de créer et de modifier des listes de distribution permanentes de deux façons dans '''''ProDon'''''&nbsp;:<br>  
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It is possible to create and modify permanent distribution lists in two different ways in '''''ProDon''''':<br>  
  
*À partir de la «&nbsp;Gestion des listes de distribution&nbsp;»<br>  
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*From the "Distribution list management"<br>  
*À partir de la «&nbsp;Gestion des clients&nbsp;»<br>
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*From the "Client management"<br>
  
 
<br>  
 
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=== Creating or Modifying a Permanent Distribution List from the "Distribution list management" <br>  ===
 
=== Creating or Modifying a Permanent Distribution List from the "Distribution list management" <br>  ===
  
Pour qu'une liste de distribution soit prête à être utilisée pour un envoi PubliCourriel, il faut d'abord [[ProDon:Préparation de la liste de distribution#Configurer_la_liste_de_distribution|configurer la liste de distribution]], puis ensuite, y [[ProDon:Préparation de la liste de distribution#Inscrire_des_clients_.C3.A0_une_liste_de_distribution|inscrire les clients]] qui en feront partie.<br>  
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In order for a distribution list to be ready to use for an E-mail Blast, you must first [[ProDon:Preparing the Distribution List#Configuring_the_Distribution_List|configure the distribution list]], then [[ProDon:Preparing the Distribution List#Registering_Clients_to_a_Distribution_List|register the clients]] who will be part of it.<br>  
  
 
<br>  
 
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==== Configuring the Distribution List<br>  ====
 
==== Configuring the Distribution List<br>  ====
  
Pour configurer la liste de distribution, se rendre dans la «&nbsp;Gestion des listes de distribution&nbsp;».<br>  
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To configure the distribution list, go to the "Distribution list management". <br>  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Pour ce faire, cliquer sur le menu «&nbsp;Envois&nbsp;» de la page principale de '''''ProDon''''', puis choisir «&nbsp;[[Image:Bouton listes de distribution.png]] PubliCourriel - Listes de distribution&nbsp;».  
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To do so, click on the "Mailings" menu of '''''ProDon''''''s home page, then select "E-mail Blast - Distribution lists".  
  
 
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir cliqué sur «&nbsp;[[Image:Bouton listes de distribution.png]]&nbsp;PubliCourriel - Listes de distribution&nbsp;», la fenêtre suivante s'ouvre.  
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After clicking on "E-mail Blast - Distribution list", this window opens.  
  
 
|-
 
|-
| colspan="2" | {{Anchor||ListeDistribution}}[[Image:Preparing the Distribution List 002.png]]
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| colspan="2" | {{Anchor||DistributionList}}[[Image:Preparing the Distribution List 002.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Il s'agit de toutes les listes de distributions (permanentes et provisoires) existantes dans '''''ProDon'''''.  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> These are all the distribution lists (permanent and provisional) present in '''''ProDon'''''.  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Le bouton [[Image:Bouton Ajouter.png]] permet de créer une nouvelle liste de distribution permanente, afin de l'ajouter à la liste en <span style="color: rgb(255, 0, 0);">'''A'''</span>.  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> The [[Image:Button add plus.png]] button allows you to create a new permanent distribution list, to add to the list at&nbsp;<span style="color: rgb(255, 0, 0);">'''A'''</span>.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Le bouton [[Image:Bouton Modifier.png]] permet de modifier une liste de distribution. Pour ce faire, sélectionner la liste à modifier en <span style="color: rgb(255, 0, 0);">'''A'''</span>, puis cliquer sur le bouton [[Image:Bouton Modifier.png]].  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> The [[Image:Button Edit.png]] button allows you to modify a distribution list. To do so, select the list to modify at <span style="color: rgb(255, 0, 0);">'''A'''</span>, then click on the [[Image:Button Edit.png]] button.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Le bouton [[Image:Bouton Retirer.png]] permet de supprimer une liste de distribution. Pour ce faire, sélectionner la liste à supprimer en <span style="color: rgb(255, 0, 0);">'''A'''</span>, puis cliquer sur le bouton [[Image:Bouton Retirer.png]].  
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<span style="color: rgb(255, 0, 0);">'''D:'''</span> The [[Image:Button Minus remove delete.png]] button allows you to delete a distribution list. To do so, select the list to delete at&nbsp;<span style="color: rgb(255, 0, 0);">'''A'''</span>, then click on the [[Image:Button Minus remove delete.png]] button.  
  
'''NOTE&nbsp;:''' Il n'est pas possible de supprimer une liste de distribution qui a déjà été utilisée pour un envoi.  
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'''NOTE:''' It is not possible to delete a distribution list that has already been used in a mailing.&nbsp;
  
 
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir cliqué sur le bouton [[Image:Bouton Ajouter.png]]&nbsp; ou sur le bouton [[Image:Bouton Modifier.png]] de [[#ListeDistribution|cette fenêtre]], la fenêtre suivante s'ouvre.  
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After clicking on the [[Image:Button add plus.png]] or the [[Image:Button Edit.png]] button of [[#DistributionList|this window]], the following window opens.  
  
 
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|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Nommer la liste de distribution permanente.  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Name the permanent distribution list.  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Ces options permettent d'activer ou d'archiver la liste de distribution. Lorsqu'une liste de distribution est archivée, elle ne peut plus être utilisée pour un envoi PubliCourriel.<br>  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> These options allow you to activate or archive the distribution list. When a distribution list is archived, it can no longer be used for another E-mail Blast. <br>  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Permet d'indiquer la langue dans laquelle le PubliCourriel sera envoyé.<br>  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to indicate the language in which the E-mail Blast will be sent. <br>  
  
'''NOTE&nbsp;:''' Si un PubliCourriel doit être envoyé en anglais et en français, il faudra créer deux documents maîtres (un pour chaque langue) et deux listes de distribution (une pour chaque langue).  
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'''NOTE:''' If an E-mail Blast has to be sent both in English and in French, you will have to create two master documents (one for each language) and two distribution lists (one for each language).&nbsp;
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Inscrire le nom et l'adresse courriel de l'organisme ou de la personne qui recevra les réponses des PubliCourriels envoyés à cette liste de distribution.<br>  
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<span style="color: rgb(255, 0, 0);">'''D:'''</span> Enter the name and the email address of the organization or person who will receive the replies of the E-mail Blasts sent to this distribution list. <br>  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Cette section permet de configurer la diffusion des listes de distribution sur le site Internet de l'organisme. Cette option requiert des configurations de la part de '''''Logilys''''', donc contacter '''''Logilys''''' pour plus d'informations.<br>  
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<span style="color: rgb(255, 0, 0);">'''E:'''</span> This section allows you to configure the distribution of the distribution lists on the organization's website. This option requires configurations from '''''Logilys'''''; therefore, contact '''''Logilys''''' for more information.<br>  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> L'onglet «&nbsp;[[ProDon:Préparation de la liste de distribution#Onglet_.C2.AB.C2.A0Champs_de_fusion.C2.A0.C2.BB|Champs de fusion]]&nbsp;» permet de sélectionner les champs de fusion qui seront utilisés dans les documents maîtres envoyés à cette liste de distribution.<br>  
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<span style="color: rgb(255, 0, 0);">'''F:'''</span> The [[ProDon:Preparing the Distribution List#.22Merge_fields.22_Tab.C2.A0|"Merge fields"]] tab allows you to select the merge fields that will be used in the master documents sent to this distribution list. <br>  
  
'''NOTE&nbsp;:''' Les champs doivent être cochés dans le document maître '''ET''' dans la liste de distribution. S'ils ne sont pas cochés aux deux endroits, ils ne seront pas fusionnés lors de l'envoi.  
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'''NOTE:''' These fields must be checked both in the master document '''AND''' in the distribution list. If they are not checked in both places, they will not be merged when mailing.&nbsp;
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> L'onglet «&nbsp;[[ProDon:Préparation de la liste de distribution#Onglet_.C2.AB.C2.A0Courriel_de_confirmation_d.27inscription.C2.A0.C2.BB|Courriel de confirmation d'inscription]]&nbsp;» permet de composer le courriel qui sera envoyé aux clients qui s'inscriront à la liste de distribution.<br>  
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<span style="color: rgb(255, 0, 0);">'''G:'''</span> The [[ProDon:Preparing the Distribution List#.22Registration_confirmation_email.22_Tab|"Registration confirmation email"]] tab allows you to write the email that will be sent to the clients who subscribe to the distribution list. <br>  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''H&nbsp;:'''</span> L'onglet «&nbsp;[[ProDon:Préparation de la liste de distribution#Onglet_.C2.AB.C2.A0Inscriptions.C2.A0.C2.BB|Inscriptions]]&nbsp;» contient la liste de tous les clients inscrits à la liste de distribution.
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<span style="color: rgb(255, 0, 0);">'''H:'''</span> The [[ProDon:Preparing the Distribution List#.22Subscriptions.22_Tab|"Subscriptions"]] tab contains the list of all the clients who subscribed to the distribution list.&nbsp;  
  
 
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===== "Merge fields" Tab&nbsp;  =====
 
===== "Merge fields" Tab&nbsp;  =====
  
Cet onglet permet de sélectionner les champs de fusion qui sont utilisés dans les documents maîtres envoyés avec cette liste de distribution.  
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This tab allows you to select the merge fields that will be used in the master documents sent with this distribution list.&nbsp;
  
'''ATTENTION&nbsp;:''' Les champs doivent être cochés dans le document maître '''ET''' dans la liste de distribution. S'ils ne sont pas cochés aux deux endroits, ils ne seront pas fusionnés lors de l'envoi. <br>  
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'''CAUTION:''' The fields must be checked in the master document '''AND''' in the distribution list. If they are not checked in both places, they will not be merged in the mailing.&nbsp; <br>  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Cocher les champs qui ont été insérés dans les documents maîtres qui seront envoyés avec cette liste de distribution.<br>  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Check the fields that have been inserted in the master documents, which will be sent with this distribution list. <br>  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Le bouton [[Image:Bouton gros X.png]] permet de décocher tous les champs de la liste en <span style="color: rgb(255, 0, 0);">'''A'''</span>.<br>  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> The [[Image:Button funky x.png]] button allows you to uncheck all the fields of the list at&nbsp;<span style="color: rgb(255, 0, 0);">'''A'''</span>.<br>  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Le bouton [[Image:Bouton Rechercher.png]] permet d'afficher ou non la [[Fonctions communes:Barre de recherche|barre de recherche]].<br>  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> The [[Image:Bouton Rechercher.png]] button allows you to display or not the [[Common functions:Search Bar|search bar]].<br>  
  
 
|  
 
|  
'''NOTE&nbsp;:''' Il est important de cocher en <span style="color: rgb(255, 0, 0);">'''A'''</span> seulement les champs utilisés dans les documents maîtres qui seront envoyés avec cette liste de distribution puisque les champs activés ici ne pourront plus être désactivés une fois qu'un envoi aura été effectué. Il sera possible de décocher les champs, mais ces derniers resteront tout de même actifs sur le site du serveur d'envoi du PubliCourriel. De plus, tous les champs cochés devront être synchronisés un à un avec les champs inclus au document maître lors de chaque envoi, ce qui augmentera considérablement le temps d'envoi du PubliCourriel. Pour désactiver des champs sur le site du serveur d'envoi du PubliCourriel, contacter '''''Logilys'''''.<br>  
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'''NOTE:''' It is important to check, at <span style="color: rgb(255, 0, 0);">'''A'''</span>, only the fields used in the master documents that will be sent with this distribution list; since the fields activated here can no longer be deactivated once the mailing is made. It will be possible to uncheck the fields, but they will still remain active on the mailing server website of the E-mail Blast. Moreover, all the fields checked would have to be synchronized one by one with the fields included in the master document in each mailing; which will considerably increase the time spent on sending the E-mail Blast. To deactivate the fields on the mailing server website of the E-mail Blast, contact '''''Logilys'''''.<br>  
  
 
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===== "Registration confirmation email" Tab  =====
 
===== "Registration confirmation email" Tab  =====
  
Cet onglet permet de rédiger le courriel qui sera envoyé aux clients qui s'inscriront à cette liste de distribution.  
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This tab allows you to write the email that will be sent to the clients who will subscribe to this distribution list.  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Inscrire l'objet du courriel dans ce champ.  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Enter the subject of the email in this field.&nbsp;
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Le bouton [[Image:Bouton importer fichier html.png]] permet d'importer un fichier HTML afin de l'afficher en <span style="color: rgb(255, 0, 0);">'''C'''</span>.  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> The [[Image:Import file button.png]] button allows you import an HTML&nbsp;file to display at&nbsp;<span style="color: rgb(255, 0, 0);">'''C'''</span>.  
  
'''NOTE&nbsp;:''' Il est également possible d'éditer le courriel en <span style="color: rgb(255, 0, 0);">'''C'''</span>, plutôt que d'importer un document HTML.  
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'''NOTE:''' It is also possible to write the email at <span style="color: rgb(255, 0, 0);">'''C'''</span>, rather than importing an HTML document.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Il s'agit du courriel en codes HTML. Pour visualiser le courriel tel qu'il sera envoyé, cliquer sur le bouton «&nbsp;Aperçu du message&nbsp;» en <span style="color: rgb(255, 0, 0);">'''D'''</span>, ou consulter [[#Aper.C3.A7u|cette section]].<br>  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> This is the email in HTML codes. To view the email as it will be sent, click on the "Message preview" button at <span style="color: rgb(255, 0, 0);">'''D'''</span>, or see [[#Overview|this section]].<br>  
  
'''NOTE&nbsp;:''' Il est possible d'importer le texte HTML avec le bouton en <span style="color: rgb(255, 0, 0);">'''C'''</span> ou de l'éditer directement ici.  
+
'''NOTE:''' It is possible to import the HTML&nbsp;text by using the button at&nbsp;<span style="color: rgb(255, 0, 0);">'''C'''</span> or to write it directly here.&nbsp;
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Le bouton «&nbsp;Aperçu du message&nbsp;» permet d'afficher le courriel en codes HTML ou d'afficher le courriel tel qu'il sera envoyé.<br>  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> The "Message preview" button allows you to display the email in HTML codes or to display the email as it will be sent.<br>  
  
'''NOTE&nbsp;:''' Lorsque le courriel est en mode «&nbsp;Aperçu du message&nbsp;», il est impossible de le modifier, il est seulement possible de le consulter. Pour rédiger ou modifier le message, afficher le courriel en mode «&nbsp;Afficher en HTML&nbsp;».
+
'''NOTE:''' When the email is in "Message preview" mode, it is not possible to modify it; it is only possible to view it. To write or modify the message, display the email in "Display in HTML" mode.&nbsp;  
  
 
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| colspan="2" |  
 
| colspan="2" |  
'''NOTE&nbsp;:''' Lors de la formation PubliCourriel, le formateur devrait avoir fourni un exemple de courriel édité en codes HTML. Pour savoir comment rédiger un courriel en codes HTML, si cet exemple n'a pas été reçu lors de la formation ou s'il a été perdu, contacter '''''Logilys'''''.  
+
'''NOTE:''' During the E-mail Blast training, the trainer should normally have provided you with an example of an email written in HTML codes. In the event that example has been lost or not received during the training and you wish to learn how to write an email in HTML codes, contact '''''Logilys'''''.  
  
 
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<br>  
 
<br>  
  
'''{{Anchor||Aperçu}}Confirmation Email Overview'''  
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'''{{Anchor||Overview}}Confirmation Email Preview'''  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Lorsque ce bouton est en mode «&nbsp;Aperçu du message&nbsp;», le courriel est affiché tel qu'il sera envoyé.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> When this button is in "Message preview" mode, the email is displayed as it will be sent.  
  
'''NOTE&nbsp;:''' Il n'est cependant pas possible de modifier le courriel en mode «&nbsp;Aperçu du message&nbsp;».
+
'''NOTE:''' However, it is not possible to modify the email in "Message preview" mode.&nbsp;  
  
 
|}
 
|}
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===== "Subscriptions" Tab  =====
 
===== "Subscriptions" Tab  =====
  
Cet onglet permet de consulter la liste des clients qui sont inscrits à cette liste de distribution.  
+
This tab allows you to view the list of clients who subscribed to this distribution list.&nbsp;
  
'''NOTE&nbsp;:''' Pour savoir comment inscrire des clients à une liste de distribution, [[ProDon:Préparation de la liste de distribution#Inscrire_des_clients_.C3.A0_une_liste_de_distribution|cliquer ici]]. Pour savoir comment désinscrire des clients d'une liste de distribution, [[ProDon:Préparation de la liste de distribution#D.C3.A9sinscrire_des_clients_d.27une_liste_de_distribution|cliquer ici]].<br>  
+
'''NOTE:''' To learn how to register clients to a distribution list, [[ProDon:Preparing the Distribution List#Registering_Clients_to_a_Distribution_List|click here]]. To learn how to unregister clients from a distribution list, [[ProDon:Preparing the Distribution List#Unregistering_Clients_from_a_Distribution_List|click here]]. <br>  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Il s'agit de la liste de tous les clients inscrits à la liste de distribution. Dans cet exemple, aucun client n'a encore été inscrit à cette liste. Pour savoir comment ajouter des clients à la liste, consulter [[ProDon:Préparation de la liste de distribution#Inscrire_des_clients_.C3.A0_une_liste_de_distribution|cette section]].<br>  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> It is the list of all the clients who subscribed to the distribution list. In this example, no client has subscribed to the list. To learn how to add clients to the list, see [[ProDon:Preparing the Distribution List#Registering_Clients_to_a_Distribution_List|this section]]. <br>  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Le bouton [[Image:Bouton Rechercher.png]] permet d'afficher ou non la [[Fonctions communes:Barre de recherche|barre de recherche]].<br>  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> The [[Image:Bouton Rechercher.png]] button allows you to display or not the [[Common functions:Search Bar|search bar]]. <br>  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Après avoir complété toutes les informations de la fiche d'ajout ou de modification d'une liste de distribution, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Confirmer l'ajout&nbsp;» afin d'enregistrer les modifications.
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> After completing all the information of the addition or modification file of the distribution list, click on the "[[Image:Button add plus.png]] Confirm and add" button to save the modifications.&nbsp;  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Après avoir complété toutes les informations de la fiche d'ajout ou de modification d'une liste de distribution, cliquer sur «&nbsp;[[Image:Bouton Ajouter.png]] Confirmer et ajouter&nbsp;» afin d'enregistrer les modifications et ouvrir une nouvelle fiche d'ajout afin de créer une nouvelle liste de distribution.  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> After completing all the information of the addition or modification file of the distribution list, click on "[[Image:Button add plus.png]] Confirm and add" to save the modifications and open a new addition file to create a new distribution list.  
  
 
|}
 
|}
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<br>  
 
<br>  
  
==== Register Clients to a Distribution List  ====
+
==== Registering Clients to a Distribution List  ====
  
Il est possible d'inscrire des clients à une liste de distribution de deux façons dans '''''ProDon'''''&nbsp;:  
+
It is possible to register clients to a distribution in two different ways in '''''ProDon'''''&nbsp;:  
  
*[[ProDon:Préparation de la liste de distribution#Inscrire_plusieurs_clients_.C3.A0_partir_de_la_.C2.AB.C2.A0Gestion_des_clients.C2.A0.C2.BB|Inscrire plusieurs clients en même temps à partir de la «&nbsp;Gestion des clients&nbsp;»]]
+
*[[ProDon:Preparing the Distribution List#Registering_many_Clients_from_the_.22Client_management.22|Registering many Clients from the "Client management"]]
  
*[[ProDon:Préparation de la liste de distribution#Inscrire_un_client_.C3.A0_partir_de_sa_fiche_client|Inscrire un seul client à la fois à partir d'une fiche client]]
+
*[[ProDon:Preparing the Distribution List#Registering_a_Client_from_his_or_her_Client_File|Registering a Client from his or her Client File]]
  
<br> '''NOTE IMPORTANTE&nbsp;:''' Il est impossible d'inscrire des courriels génériques (ex.&nbsp;: infos@..., admin@..., direction@..., etc.) à une liste de distribution.<br>  
+
<br> '''IMPORTANT NOTE:''' It is not possible to use generic email addresses (e.g. info@..., admin@..., management@..., etc.) in a distribution list.<br>  
  
Pour voir la liste complète des adresses qui ne peuvent pas être inscrites à une liste de distribution, [[Fonctions communes:Courriels génériques|cliquer ici]].  
+
To see the complete list of addresses that cannot be used in a disribution list, [http://wikifr.logilys.com/index.php/Fonctions_communes:Courriels_g%C3%A9n%C3%A9riques click here].<br>
  
 
<br>  
 
<br>  
  
===== Register many Clients from the "Client management"<br>  =====
+
===== Registering many Clients from the "Client management"<br>  =====
  
Pour inscrire plusieurs clients en même temps à la liste de distribution, se rendre dans la «&nbsp;Gestion des clients&nbsp;».
+
To register many clients to the distribution list at the same time, go to the "Client management".&nbsp;  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Pour ce faire, à partir de la page principale de '''''ProDon''''', cliquer sur le menu «&nbsp;Clients&nbsp;», puis choisir «&nbsp;[[Image:Bouton client couleur.png]] Clients&nbsp;».  
+
To do so, from '''''ProDon''''''s home page, click on the "Clients" menu, then select "[[Image:Clients button colour.png]] Clients".  
  
 
|-
 
|-
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir cliqué sur «&nbsp;[[Image:Bouton client couleur.png]]&nbsp;Clients&nbsp;», la fenêtre suivante s'ouvre.  
+
After clicking on "[[Image:Clients button colour.png]] Clients", this window opens.  
  
 
|-
 
|-
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Rechercher les clients qui doivent être ajoutés à la liste de distribution à l'aide de la [[Fonctions communes:Barre de recherche|barre de recherche]].  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Search for clients who should be added to the distribution list, using the [[Common functions:Search Bar|search bar]].  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Il s'agit de la liste courante des clients qui seront ajoutés à la liste de distribution.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> It is the current list of clients who will be added to the distribution list.&nbsp;
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Après avoir recherché les clients qui doivent faire partie de la liste de distribution, cliquer sur le bouton [[Image:Bouton liste de distribution.png]].  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> After searching for the clients who should be part of the distribution list, click on the [[Image:Distribution list button.png]] button.  
  
 
| <br>
 
| <br>
Line 289: Line 289:
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir cliqué sur le bouton [[Image:Bouton liste de distribution.png]], la fenêtre suivante s'ouvre.  
+
After clicking on the [[Image:Distribution list button.png]] button, this window opens.  
  
 
|-
 
|-
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Choisir d'ajouter tous les clients filtrés ou seulement le client sélectionné.<br>  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Choose whether to add all filtered clients or the selected client only.<br>  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Permet d'ajouter les clients filtrés à une liste de distribution déjà existante.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows you to add the filtered clients to an existing distribution list.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Choisir une liste de distribution permanente déjà existante à l'aide de la liste déroulante.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Select an existing permanent distribution list, using the drop-down list.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D:'''</span> Après avoir sélectionné les options désirées et choisi la liste de distribution à laquelle les clients filtrés doivent être ajoutés, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Confirmer&nbsp;».
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> After selecting the desired options and choosing the distribution list to which the filtered clients should be added, click on the "[[Image:Button Check mark Confirm.png]] Confirm" button.&nbsp;  
  
 
|}
 
|}
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<br>  
 
<br>  
  
===== Register a Clients from their Client Files <br>  =====
+
===== Registering a Client from his or her Client File <br>  =====
  
Pour inscrire un seul client à une liste de distribution, se rendre dans la «&nbsp;Gestion des clients&nbsp;», puis dans la fiche du client qui doit être inscrit à la liste. <br>  
+
To register only one client to a distribution list, go to the "Client management", then in the client file of the client who should be registered to the list.&nbsp;<br>  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Pour ce faire, à partir de la page principale de '''''ProDon''''', cliquer sur le menu «&nbsp;Clients&nbsp;», puis choisir «&nbsp;[[Image:Bouton client couleur.png]] Clients&nbsp;».
+
After clicking on "[[Image:Clients button colour.png]] Clients", this window opens.<br>  
 
 
|-
 
| colspan="2" | [[Image:Preparing the Distribution List 011.png]]
 
|}
 
 
 
<br>
 
 
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
| colspan="2" |
 
Après avoir cliqué sur «&nbsp;[[Image:Bouton client couleur.png]] Clients&nbsp;», la fenêtre suivante s'ouvre.<br>  
 
  
 
|-
 
|-
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Rechercher le client qui doit être ajouté à une liste de distribution à l'aide de la [[Fonctions communes:Barre de recherche|barre de recherche]].<br>  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Search for the client you want to add to the distribution list, using the [[Common functions:Search Bar|search bar]]. <br>  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Double-cliquer sur le client afin d'ouvrir sa fiche client ou sélectionner la ligne, puis cliquer sur le bouton [[Image:Bouton Modifier.png]], en <span style="color: rgb(255, 0, 0);">'''C'''</span>.<br>  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Double-click on the client to open his or her client file or select the line, then click on the [[Image:Button Edit.png]] button at <span style="color: rgb(255, 0, 0);">'''C'''</span>.<br>  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Après avoir sélectionné la ligne en <span style="color: rgb(255, 0, 0);">'''B'''</span>, cliquer sur le bouton [[Image:Bouton Modifier.png]], afin d'ouvrir la fiche client.<br>  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> After selecting the line at <span style="color: rgb(255, 0, 0);">'''B'''</span>, click on the [[Image:Button Edit.png]] button to open the client file.<br>  
  
 
| <br>
 
| <br>
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir double-cliqué sur la ligne ou cliqué sur le bouton [[Image:Bouton Modifier.png]], la fiche client s'ouvre.<br>  
+
After double-clicking on the line or clicking on the [[Image:Button Edit.png]] button, the client file opens.<br>  
  
 
|-
 
|-
Line 358: Line 347:
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Cliquer sur le bouton [[Image:Bouton liste de distribution.png]] afin de choisir à quelle(s) liste(s) de distribution le client doit être ajouté.<br>  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Click on the [[Image:Distribution list button.png]] button to choose to which distribution list(s) you want to add the client. <br>  
  
 
|}
 
|}
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir cliqué sur le bouton [[Image:Bouton liste de distribution.png]], la fenêtre suivante s'ouvre.  
+
After clicking on the [[Image:Distribution list button.png]] button, this window opens.  
  
 
|-
 
|-
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Cocher cette case pour envoyer un courriel de confirmation d'inscription à la liste de distribution au client inscrit.<br>  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Check this checkbox to send a registration confirmation email to the client who is registered. <br>  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Il s'agit de toutes les listes de distribution permanentes existantes dans '''''ProDon'''''. Il est possible d'inscrire le client à une liste en sélectionnant la liste de distribution, puis en appuyant sur la barre d'espacement du clavier.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> These are all the existing permanent distribution lists in '''''ProDon'''''. It is possible to register the client to the list by selecting the distribution list, then by pressing the spacebar of the keyboard.&nbsp;
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Ce bouton permet d'inscrire le client à la liste sélectionnée seulement ou à toutes les listes en <span style="color: rgb(255, 0, 0);">'''B'''</span>.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> This button allows you to register the client to the selected list only or to all the lists at <span style="color: rgb(255, 0, 0);">'''B'''</span>.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Après avoir inscrit le client à toutes les listes désirées, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Confirmer la modification&nbsp;» afin d'enregistrer les changements effectués.  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> After registering the client to all the desired lists, click on the "[[Image:Button Edit.png]] Confirm edit" button save the changes made.  
  
 
|}
 
|}
Line 389: Line 378:
 
<br>  
 
<br>  
  
==== Unregister Clients from a Distribution List  ====
+
==== Unregistering Clients from a Distribution List  ====
  
Il est possible de désinscrire des clients d'une liste de distribution de trois façons dans ProDon&nbsp;:
+
It is possible to unregister clients from a distribution list in three different ways in '''''ProDon''''':&nbsp;  
  
*[[ProDon:Préparation de la liste de distribution#D.C3.A9sinscrire_plusieurs_clients_.C3.A0_partir_de_la_.C2.AB.C2.A0Gestion_des_clients.C2.A0.C2.BB|Désinscrire plusieurs clients en même temps à partir de la «&nbsp;Gestion des clients&nbsp;»]]  
+
*[[ProDon:Preparing the Distribution List#Unregistering_many_Clients_from_the_.22Client_management.22|Unregistering many Clients from the "Client management"]]  
*[[ProDon:Préparation de la liste de distribution#D.C3.A9sinscrire_un_client_.C3.A0_partir_de_sa_fiche_client|Désinscrire un seul client à la fois à partir d'une fiche client]]  
+
*[[ProDon:Preparing the Distribution List#Unregistering_a_Client_from_his_or_her_Client_File|Unregistering a Client from his or her Client File]]  
*[[ProDon:Préparation de la liste de distribution#D.C3.A9sinscrire_un_client_.C3.A0_partir_de_la_.C2.AB.C2.A0Gestion_des_inscriptions_aux_listes_de_distribution.C2.A0.C2.BB|Désinscrire un seul client à la fois à partir de la «&nbsp;Gestion des inscriptions aux listes de distribution&nbsp;»]]
+
*[[ProDon:Preparing the Distribution List#Unregistering_a_Client_from_the_.22Distribution_list_subscription_management.22.C2.A0|Unregistering a Client from the "Distribution list subscription management"]]
  
 
<br>  
 
<br>  
  
===== Unregister many Clients from the "Client management" <br>  =====
+
===== Unregistering many Clients from the "Client management" <br>  =====
  
Pour désinscrire plusieurs clients en même temps de la liste de distribution, se rendre dans la «&nbsp;Gestion des clients&nbsp;».  
+
To unregister many clients from the distribution list at the same time, go to the "Client management".  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Pour ce faire, à partir de la page principale de '''''ProDon''''', cliquer sur le menu «&nbsp;Clients&nbsp;», puis choisir «&nbsp;[[Image:Bouton client couleur.png]] Clients&nbsp;».  
+
To do so, go to the '''''ProDon''''''s home page, click on the "Clients" menu, then select "[[Image:Clients button colour.png]] Clients".  
  
 
|-
 
|-
Line 417: Line 406:
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir cliqué sur «&nbsp;[[Image:Bouton client couleur.png]]&nbsp;Clients&nbsp;», la fenêtre suivante s'ouvre.  
+
After clicking on "[[Image:Clients button colour.png]] Clients", this window opens.  
  
 
|-
 
|-
Line 423: Line 412:
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Rechercher les clients qui doivent être retirés de la liste de distribution à l'aide de la [[Fonctions communes:Barre de recherche|barre de recherche]].  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Search for the clients you want to remove from the distribution list, using the [[Common functions:Search Bar|search bar]].&nbsp;
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Il s'agit des clients qui seront retirés de la liste de distribution.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> It is the list of clients who will be removed from the distribution list.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Après avoir recherché les clients qui doivent être retirés de la liste de distribution, cliquer sur le bouton [[Image:Bouton liste de distribution.png]].  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> After searching for the clients you want to remove from the distribution list, click on the [[Image:Distribution list button.png]] button.  
  
 
| <br>
 
| <br>
Line 440: Line 429:
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir cliqué sur le bouton [[Image:Bouton liste de distribution.png]], la fenêtre suivante s'ouvre.  
+
After clicking on the [[Image:Distribution list button.png]] button, this window opens.&nbsp;
  
 
|-
 
|-
Line 446: Line 435:
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Choisir de retirer tous les clients filtrés ou seulement le client sélectionné.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Choose whether you want to remove all filtered clients or only the selected client.&nbsp;
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Permet de retirer les clients filtrées d'une liste de distribution déjà existante.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows you to remove the filtered clients from an existing distribution list.&nbsp;
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Choisir une liste de distribution permanente déjà existante à l'aide de la liste déroulante.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Select an existing permanent distribution list using the drop-down list.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D:'''</span> Après avoir sélectionné les options désirées et choisi la liste de distribution à laquelle les clients filtrées doivent être retirés, cliquer sur le bouton <br>«&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Confirmer&nbsp;».  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> After selecting the desired options and choosing the distribution list from which the filtered clients need to be removed, click on the "[[Image:Button Check mark Confirm.png]] Confirm" button.  
  
 
|}
 
|}
Line 462: Line 451:
 
<br>  
 
<br>  
  
===== Unregister Clients from their Client Files<br>  =====
+
===== Unregistering a Client from his or her Client File<br>  =====
  
Pour désinscrire un seul client d'une liste de distribution, se rendre dans la «&nbsp;Gestion des clients&nbsp;», puis dans la fiche du client qui doit être désinscrit de la liste.<br>  
+
To unregister only one client from a distribution list, go to the "Client management", then to the file of the client you want to unregister from the list.<br>  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Pour ce faire, à partir de la page principale de '''''ProDon''''', cliquer sur le menu «&nbsp;Clients&nbsp;», puis choisir «&nbsp;[[Image:Bouton client couleur.png]] Clients&nbsp;».
+
To do so, from '''''ProDon''''''s home page, click on the "Clients" menu, then select "[[Image:Clients button colour.png]] Clients".&nbsp;  
  
 
|-
 
|-
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir cliqué sur «&nbsp;[[Image:Bouton client couleur.png]] Clients&nbsp;», la fenêtre suivante s'ouvre.<br>  
+
After clicking on the "[[Image:Clients button colour.png]] Clients" button, this window opens.<br>  
  
 
|-
 
|-
Line 486: Line 475:
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Rechercher le client qui doit être désinscrit d'une liste de distribution à l'aide de la [[Fonctions communes:Barre de recherche|barre de recherche]].<br>  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Search for the client you want to unregister from a distribution list using the [[Common functions:Search Bar|search bar]]. <br>  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Double-cliquer sur le client afin d'ouvrir sa fiche client ou sélectionner la ligne, puis cliquer sur le bouton [[Image:Bouton Modifier.png]], en <span style="color: rgb(255, 0, 0);">'''C'''</span>.<br>  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Double-click on the client to open his or her client file or select the line, then click on the [[Image:Button Edit.png]] button at <span style="color: rgb(255, 0, 0);">'''C'''</span>.<br>  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Après avoir sélectionné la ligne en <span style="color: rgb(255, 0, 0);">'''B'''</span>, cliquer sur le bouton [[Image:Bouton Modifier.png]], afin d'ouvrir la fiche client.<br>  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> After selecting the line at <span style="color: rgb(255, 0, 0);">'''B'''</span>, click on the [[Image:Button Edit.png]] button to open the client file. <br>  
  
 
| <br>
 
| <br>
Line 503: Line 492:
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir double-cliqué sur la ligne ou cliqué sur le bouton [[Image:Bouton Modifier.png]], la fiche client s'ouvre.<br>  
+
After double-clicking on the line or clicking on the [[Image:Button Edit.png]] button, the client file opens.<br>  
  
 
|-
 
|-
Line 509: Line 498:
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Cliquer sur le bouton [[Image:Bouton liste de distribution.png]] afin de choisir de quelle(s) liste(s) de distribution le client doit être retiré.<br>  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Click on the [[Image:Distribution list button.png]] button to choose from which distribution list(s) the client should be removed.<br>  
  
 
|}
 
|}
Line 518: Line 507:
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir cliqué sur le bouton [[Image:Bouton liste de distribution.png]], la fenêtre suivante s'ouvre.  
+
After clicking on the [[Image:Distribution list button.png]] button, this window opens.  
  
 
|-
 
|-
| colspan="2" | {{Anchor||FenêtreInscriptionsAuxListes1}}[[Image:Preparing the Distribution List 021.png]]
+
| colspan="2" | {{Anchor||SubscriptionToListsWindow1}}[[Image:Preparing the Distribution List 021.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Il s'agit de toutes les listes de distribution permanentes existantes dans '''''ProDon'''''. Il est possible de désinscrire le client d'une liste en sélectionnant la liste de distribution, puis en appuyant sur la barre d'espacement du clavier.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> These are all the existing permanent distribution lists in '''''ProDon'''''. It is possible to unregister a client from a list by selecting the distribution list, then by pressing on the spacebar of the keyboard.&nbsp;
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span>&nbsp;Ce bouton permet de désinscrire le client de la liste sélectionnée seulement ou de toutes les listes en <span style="color: rgb(255, 0, 0);">'''B'''</span>. Après avoir désinscrit le client d'au moins une liste, [[#Fen.C3.AAtreRaisonAnnulation1|cette fenêtre]] s'ouvre, afin de spécifier la raison de l'annulation.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> This button allows you to unregister the client from the selected list only or from all the lists at <span style="color: rgb(255, 0, 0);">'''B'''</span>. After unregistering the client from at least one list, [[#CancellationReasonWindow1|this window]] opens, to specify the reason of the cancellation.&nbsp;
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span>&nbsp;Ce bouton permet de modifier la raison de désinscription.
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> This button allows you to modify the reason of the unsubscription.&nbsp;  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span>&nbsp;Après avoir désinscrit le client de toutes les listes désirées, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Confirmer la modification&nbsp;» afin d'enregistrer les changements effectués.
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> After unregistering the client from all the desired lists, click on the "[[Image:Button Check mark Confirm.png]] Confirm edit" button to save the changes made.&nbsp;  
  
 
|}
 
|}
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir désinscrit le client d'une liste à partir de [[#Fen.C3.AAtreInscriptionsAuxListes1|cette fenêtre]], la fenêtre suivante s'ouvre afin de spécifier une raison d'annulation. <br>  
+
After unregistering the client from a list from [[#SubscriptionToListsWindow1|this window]], the following window opens to specify the reason of the cancellation.&nbsp; <br>  
  
 
|-
 
|-
| colspan="2" | {{Anchor||FenêtreRaisonAnnulation1}}[[Image:Preparing the Distribution List 022.png]]
+
| colspan="2" | {{Anchor||CancellationReasonWindow1}}[[Image:Preparing the Distribution List 022.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Inscrire une nouvelle raison d'annulation ou en choisir une déjà existante dans la liste déroulante.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Enter a new cancellation reason or choose an existing one from the drop-down list.  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Après avoir spécifié une raison d'annulation, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Confirmer la modification&nbsp;».  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> After specifying the reason of the cancellation, click on the "[[Image:Button Check mark Confirm.png]] Confirm edit" button.  
  
 
|}
 
|}
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<br>  
 
<br>  
  
===== Unregister Clients from the "Distribution list subscription management"&nbsp;  =====
+
===== Unregistering a Client from the "Distribution list subscription management"&nbsp;  =====
  
La deuxième façon de désinscrire un seul client d'une liste de distribution est à partir de la «&nbsp;Gestion des inscriptions aux listes de distribution&nbsp;».<br>  
+
The second way to unregister only one client from a distribution list from the "Distribution list subscription management".<br>  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Pour s'y rendre, à partir de la page principale de '''''ProDon''''', cliquer sur le menu «&nbsp;Envois&nbsp;», puis choisir «&nbsp;[[Image:Bouton inscriptions aux listes.png]]PubliCourriel - Inscriptions aux listes&nbsp;».  
+
To do so, from '''''ProDon''''''s home page, click on the "Mailings" menu, then select "[[Image:E-mail Blast button.png]] E-mail Blast - Subscriptions to lists".  
  
 
|-
 
|-
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir cliqué sur «&nbsp;[[Image:Bouton inscriptions aux listes.png]] PubliCourriel - Inscriptions aux listes&nbsp;», la fenêtre suivante s'ouvre.
+
After clicking on "[[Image:E-mail Blast button.png]] E-mail Blast - Subscriptions to lists", this window opens.&nbsp;  
  
 
|-
 
|-
| colspan="2" | {{Anchor||GestionInscriptionsAuxListes}}[[Image:Preparing the Distribution List 024.png]]
+
| colspan="2" | {{Anchor||ListSubscriptionManagement}}[[Image:Preparing the Distribution List 024.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> L'onglet «&nbsp;Inscrit&nbsp;» contient tous les clients inscrits à au moins une liste de distribution.
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> The "Subscribed" tab contains all the clients who subscribed to at least one distribution list.&nbsp;  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> L'onglet «&nbsp;Désinscrit&nbsp;» contient tous les clients qui ont été désinscrits d'au moins une liste de distribution.
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> The "Unsubscribed" tab contains all the clients who unsubscribed from at least one distribution list.&nbsp;  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> L'onglet «&nbsp;Tous&nbsp;» contient tous les clients inscrits à au moins une liste ou qui ont déjà été inscrits à une liste.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> The "All" tab contains all the clients who subscribed to at least one list or have already subscribed to a list.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Il s'agit de tous les clients inscrits à au moins une liste de distribution. Pour désinscrire un client, double-cliquer sur la ligne de l'adresse à désinscrire.  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> These are all the clients who subscribed to at least one distribution list. To unregister a client, double-click on the line of the address to unregister.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Le bouton [[Image:Bouton Client.png]] permet d'ouvrir la fiche d'un client de la liste en <span style="color: rgb(255, 0, 0);">'''D'''</span>.  
+
<span style="color: rgb(255, 0, 0);">'''E:'''</span> The [[Image:Bouton Client.png]] button allows you to open the file of a client on the list at <span style="color: rgb(255, 0, 0);">'''D'''</span>.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Le bouton [[Image:Bouton synchroniser liste de distribution.png]] permet de synchroniser les inscriptions et les désinscriptions aux listes de distribution.  
+
<span style="color: rgb(255, 0, 0);">'''F:'''</span> The [[Image:Synchronisation button.png]] button allows you to synchronize the subscriptions and unsubscriptions to distribution lists.&nbsp;
  
 
|}
 
|}
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir double-cliqué sur l'adresse à désinscrire à partir de [[#GestionInscriptionsAuxListes|cette fenêtre]], la fenêtre suivante s'ouvre.  
+
After double-clicking on the address to unsubscribe from [[#ListSubscriptionManagement|this window]], the following window opens.&nbsp;
  
 
|-
 
|-
Line 614: Line 603:
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Il s'agit de toutes les listes de distribution permanentes existantes dans '''''ProDon'''''. Il est possible de désinscrire le client d'une liste en sélectionnant la liste de distribution, puis en appuyant sur la barre d'espacement du clavier.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> These are all the existing permanent distribution lists in '''''ProDon'''''. It is possible to unregister a client from a list by selecting the distribution list, then by pressing the spacebar of the keyboard.&nbsp;
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Ce bouton permet de désinscrire le client de la liste sélectionnée seulement ou de toutes les listes en <span style="color: rgb(255, 0, 0);">'''B'''</span>. Après avoir désinscrit le client d'au moins une liste, [[#Fen.C3.AAtreRaisonAnnulation2|cette fenêtre]] s'ouvre, afin de spécifier la raison de l'annulation.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> This button allows you to unregister the client from the selected list or from all the lists at <span style="color: rgb(255, 0, 0);">'''B'''</span>. After unregistering the client from at least one list, [[#CancellationReasonWindow1|this window]] opens to specify the reason of the cancellation.&nbsp;
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Ce bouton permet de modifier la raison de désinscription.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> This button allows you to modify the reason of the unsubscription.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Après avoir désinscrit le client de toutes les listes désirées, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Confirmer la modification&nbsp;» afin d'enregistrer les changements effectués.  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> After unregistering the client from all the desired lists, click on the "[[Image:Button Check mark Confirm.png]] Confirm edit" button to save the changes made.  
  
 
|}
 
|}
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Après avoir désinscrit le client d'une liste à partir de [[#Fen.C3.AAtreInscriptionsAuxListes2|cette fenêtre]], la fenêtre suivante s'ouvre afin de spécifier une raison d'annulation.  
+
After unregistering the client from a list, from [[#ListSubscriptionWindow|this window]], the following window opens to specify the reason of the cancellation.&nbsp;
  
 
|-
 
|-
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Inscrire une nouvelle raison d'annulation ou en choisir une déjà existante dans la liste déroulante.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Enter a new cancellation reason or choose an existing one in the drop-down list.  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Après avoir spécifié une raison d'annulation, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Confirmer la modification&nbsp;».  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> After specifying a cancellation reason, click on the "[[Image:Button Check mark Confirm.png]] Confirm edits" button.<br>
  
 
|}
 
|}
  
<br> {{Footer_ProDon}}
+
<br>  
 +
 
 +
{{Footer_ProDon_Version|4.6.7.19}}<br>

Latest revision as of 08:24, 5 May 2016

Preparing the Distribution List


Introduction

The E-mail Blast module allows you to perform mass emailing and compile statistics for each mailing made (number of emails sent, opened, rejected, etc.), in order to evaluate the efficiency of the mailings. A reject management is also integrated to avoid problems with spam. To learn how to view the mailing statistics, see this document


Moreover, Internet users can subscribe to distribution lists from the organization website to receive information emails of interest to them. Following their subscription, they receive an automatic confirmation email, prepared for this purpose. This function requires the intervention of Logilys, so if you are interested, please contact the technical support.


An E-mail Blast can be summed up in three steps: You must first prepare the master document, then prepare the distribution list and finally, send the E-mail Blast. 


The present document deals with the preparation of the distribution list. To learn how to prepare the master document, see this document. To learn how to send the E-mail Blast, see this document.


A distribution list is the list of clients to whom the email will be sent. There are two types of distribution lists: :


Preparing a Provisional Distribution List

A provisional distribution list is a list that can only be used once. For instance, it can be used to thank the clients who participated in an activity. In that event, the list can never be used again since never the same clients attend to the different activities. Moreover, the provisional distribution list must not be created in advance, it should only be created when sending the E-mail Blast.

To learn how to perform an E-mail Blast with a provisional distribution list, see the "Creating a Mailing from a Provisional Distribution List" section of the "Sending the E-mail Blast" document.


Preparing a Permanent Distribution List 

A permanent distribution list is a list that can be used many times. For instance, it can be used to send a monthly bulletin, a newsletter, information on upcoming activities, etc. It is possible to subscribe or unsubscribe from the list at all times. As opposed to the provisional distribution list, the permanent distribution list must be created prior to performing the E-mail Blast.

It is possible to create and modify permanent distribution lists in two different ways in ProDon:

  • From the "Distribution list management"
  • From the "Client management"


Creating or Modifying a Permanent Distribution List from the "Distribution list management"

In order for a distribution list to be ready to use for an E-mail Blast, you must first configure the distribution list, then register the clients who will be part of it.


Configuring the Distribution List

To configure the distribution list, go to the "Distribution list management".

To do so, click on the "Mailings" menu of ProDon's home page, then select "E-mail Blast - Distribution lists".

Preparing the Distribution List 001.png


After clicking on "E-mail Blast - Distribution list", this window opens.

Preparing the Distribution List 002.png

A: These are all the distribution lists (permanent and provisional) present in ProDon.

B: The Button add plus.png button allows you to create a new permanent distribution list, to add to the list at A.

C: The Button Edit.png button allows you to modify a distribution list. To do so, select the list to modify at A, then click on the Button Edit.png button.

D: The Button Minus remove delete.png button allows you to delete a distribution list. To do so, select the list to delete at A, then click on the Button Minus remove delete.png button.

NOTE: It is not possible to delete a distribution list that has already been used in a mailing. 


After clicking on the Button add plus.png or the Button Edit.png button of this window, the following window opens.

Preparing the Distribution List 003.png

A: Name the permanent distribution list.

B: These options allow you to activate or archive the distribution list. When a distribution list is archived, it can no longer be used for another E-mail Blast.

C: Allows you to indicate the language in which the E-mail Blast will be sent.

NOTE: If an E-mail Blast has to be sent both in English and in French, you will have to create two master documents (one for each language) and two distribution lists (one for each language). 

D: Enter the name and the email address of the organization or person who will receive the replies of the E-mail Blasts sent to this distribution list.

E: This section allows you to configure the distribution of the distribution lists on the organization's website. This option requires configurations from Logilys; therefore, contact Logilys for more information.

F: The "Merge fields" tab allows you to select the merge fields that will be used in the master documents sent to this distribution list.

NOTE: These fields must be checked both in the master document AND in the distribution list. If they are not checked in both places, they will not be merged when mailing. 

G: The "Registration confirmation email" tab allows you to write the email that will be sent to the clients who subscribe to the distribution list.

H: The "Subscriptions" tab contains the list of all the clients who subscribed to the distribution list. 


"Merge fields" Tab 

This tab allows you to select the merge fields that will be used in the master documents sent with this distribution list. 

CAUTION: The fields must be checked in the master document AND in the distribution list. If they are not checked in both places, they will not be merged in the mailing. 

Preparing the Distribution List 004.png

A: Check the fields that have been inserted in the master documents, which will be sent with this distribution list.

B: The Button funky x.png button allows you to uncheck all the fields of the list at A.

C: The Bouton Rechercher.png button allows you to display or not the search bar.

NOTE: It is important to check, at A, only the fields used in the master documents that will be sent with this distribution list; since the fields activated here can no longer be deactivated once the mailing is made. It will be possible to uncheck the fields, but they will still remain active on the mailing server website of the E-mail Blast. Moreover, all the fields checked would have to be synchronized one by one with the fields included in the master document in each mailing; which will considerably increase the time spent on sending the E-mail Blast. To deactivate the fields on the mailing server website of the E-mail Blast, contact Logilys.


"Registration confirmation email" Tab

This tab allows you to write the email that will be sent to the clients who will subscribe to this distribution list.

Preparing the Distribution List 005.png

A: Enter the subject of the email in this field. 

B: The Import file button.png button allows you import an HTML file to display at C.

NOTE: It is also possible to write the email at C, rather than importing an HTML document.

C: This is the email in HTML codes. To view the email as it will be sent, click on the "Message preview" button at D, or see this section.

NOTE: It is possible to import the HTML text by using the button at C or to write it directly here. 

D: The "Message preview" button allows you to display the email in HTML codes or to display the email as it will be sent.

NOTE: When the email is in "Message preview" mode, it is not possible to modify it; it is only possible to view it. To write or modify the message, display the email in "Display in HTML" mode. 

NOTE: During the E-mail Blast training, the trainer should normally have provided you with an example of an email written in HTML codes. In the event that example has been lost or not received during the training and you wish to learn how to write an email in HTML codes, contact Logilys.


Confirmation Email Preview

Preparing the Distribution List 006.png

A: When this button is in "Message preview" mode, the email is displayed as it will be sent.

NOTE: However, it is not possible to modify the email in "Message preview" mode. 


"Subscriptions" Tab

This tab allows you to view the list of clients who subscribed to this distribution list. 

NOTE: To learn how to register clients to a distribution list, click here. To learn how to unregister clients from a distribution list, click here.

Preparing the Distribution List 007.png

A: It is the list of all the clients who subscribed to the distribution list. In this example, no client has subscribed to the list. To learn how to add clients to the list, see this section.

B: The Bouton Rechercher.png button allows you to display or not the search bar.

C: After completing all the information of the addition or modification file of the distribution list, click on the "Button add plus.png Confirm and add" button to save the modifications. 

D: After completing all the information of the addition or modification file of the distribution list, click on "Button add plus.png Confirm and add" to save the modifications and open a new addition file to create a new distribution list.


Registering Clients to a Distribution List

It is possible to register clients to a distribution in two different ways in ProDon :


IMPORTANT NOTE: It is not possible to use generic email addresses (e.g. info@..., admin@..., management@..., etc.) in a distribution list.

To see the complete list of addresses that cannot be used in a disribution list, click here.


Registering many Clients from the "Client management"

To register many clients to the distribution list at the same time, go to the "Client management". 

To do so, from ProDon's home page, click on the "Clients" menu, then select "Clients button colour.png Clients".

Preparing the Distribution List 008.png


After clicking on "Clients button colour.png Clients", this window opens.

Preparing the Distribution List 009.png

A: Search for clients who should be added to the distribution list, using the search bar.

B: It is the current list of clients who will be added to the distribution list. 

C: After searching for the clients who should be part of the distribution list, click on the Distribution list button.png button.



After clicking on the Distribution list button.png button, this window opens.

Preparing the Distribution List 010.png

A: Choose whether to add all filtered clients or the selected client only.

B: Allows you to add the filtered clients to an existing distribution list.

C: Select an existing permanent distribution list, using the drop-down list.

D: After selecting the desired options and choosing the distribution list to which the filtered clients should be added, click on the "Button Check mark Confirm.png Confirm" button. 


Registering a Client from his or her Client File

To register only one client to a distribution list, go to the "Client management", then in the client file of the client who should be registered to the list. 

After clicking on "Clients button colour.png Clients", this window opens.

Preparing the Distribution List 012.png

A: Search for the client you want to add to the distribution list, using the search bar.

B: Double-click on the client to open his or her client file or select the line, then click on the Button Edit.png button at C.

C: After selecting the line at B, click on the Button Edit.png button to open the client file.



After double-clicking on the line or clicking on the Button Edit.png button, the client file opens.

Preparing the Distribution List 013.png

A: Click on the Distribution list button.png button to choose to which distribution list(s) you want to add the client.


After clicking on the Distribution list button.png button, this window opens.

Preparing the Distribution List 014.png

A: Check this checkbox to send a registration confirmation email to the client who is registered.

B: These are all the existing permanent distribution lists in ProDon. It is possible to register the client to the list by selecting the distribution list, then by pressing the spacebar of the keyboard. 

C: This button allows you to register the client to the selected list only or to all the lists at B.

D: After registering the client to all the desired lists, click on the "Button Edit.png Confirm edit" button save the changes made.


Unregistering Clients from a Distribution List

It is possible to unregister clients from a distribution list in three different ways in ProDon


Unregistering many Clients from the "Client management"

To unregister many clients from the distribution list at the same time, go to the "Client management".

To do so, go to the ProDon's home page, click on the "Clients" menu, then select "Clients button colour.png Clients".

Preparing the Distribution List 015.png


After clicking on "Clients button colour.png Clients", this window opens.

Preparing the Distribution List 016.png

A: Search for the clients you want to remove from the distribution list, using the search bar

B: It is the list of clients who will be removed from the distribution list.

C: After searching for the clients you want to remove from the distribution list, click on the Distribution list button.png button.



After clicking on the Distribution list button.png button, this window opens. 

Preparing the Distribution List 017.png

A: Choose whether you want to remove all filtered clients or only the selected client. 

B: Allows you to remove the filtered clients from an existing distribution list. 

C: Select an existing permanent distribution list using the drop-down list.

D: After selecting the desired options and choosing the distribution list from which the filtered clients need to be removed, click on the "Button Check mark Confirm.png Confirm" button.


Unregistering a Client from his or her Client File

To unregister only one client from a distribution list, go to the "Client management", then to the file of the client you want to unregister from the list.

To do so, from ProDon's home page, click on the "Clients" menu, then select "Clients button colour.png Clients". 

Preparing the Distribution List 018.png


After clicking on the "Clients button colour.png Clients" button, this window opens.

Preparing the Distribution List 019.png

A: Search for the client you want to unregister from a distribution list using the search bar.

B: Double-click on the client to open his or her client file or select the line, then click on the Button Edit.png button at C.

C: After selecting the line at B, click on the Button Edit.png button to open the client file.



After double-clicking on the line or clicking on the Button Edit.png button, the client file opens.

Preparing the Distribution List 020.png

A: Click on the Distribution list button.png button to choose from which distribution list(s) the client should be removed.


After clicking on the Distribution list button.png button, this window opens.

Preparing the Distribution List 021.png

A: These are all the existing permanent distribution lists in ProDon. It is possible to unregister a client from a list by selecting the distribution list, then by pressing on the spacebar of the keyboard. 

B: This button allows you to unregister the client from the selected list only or from all the lists at B. After unregistering the client from at least one list, this window opens, to specify the reason of the cancellation. 

C: This button allows you to modify the reason of the unsubscription. 

D: After unregistering the client from all the desired lists, click on the "Button Check mark Confirm.png Confirm edit" button to save the changes made. 


After unregistering the client from a list from this window, the following window opens to specify the reason of the cancellation. 

Preparing the Distribution List 022.png

A: Enter a new cancellation reason or choose an existing one from the drop-down list.

B: After specifying the reason of the cancellation, click on the "Button Check mark Confirm.png Confirm edit" button.


Unregistering a Client from the "Distribution list subscription management" 

The second way to unregister only one client from a distribution list from the "Distribution list subscription management".

To do so, from ProDon's home page, click on the "Mailings" menu, then select "E-mail Blast button.png E-mail Blast - Subscriptions to lists".

Preparing the Distribution List 023.png


After clicking on "E-mail Blast button.png E-mail Blast - Subscriptions to lists", this window opens. 

Preparing the Distribution List 024.png

A: The "Subscribed" tab contains all the clients who subscribed to at least one distribution list. 

B: The "Unsubscribed" tab contains all the clients who unsubscribed from at least one distribution list. 

C: The "All" tab contains all the clients who subscribed to at least one list or have already subscribed to a list.

D: These are all the clients who subscribed to at least one distribution list. To unregister a client, double-click on the line of the address to unregister.

E: The Bouton Client.png button allows you to open the file of a client on the list at D.

F: The Synchronisation button.png button allows you to synchronize the subscriptions and unsubscriptions to distribution lists. 


After double-clicking on the address to unsubscribe from this window, the following window opens. 

Preparing the Distribution List 025.png

A: These are all the existing permanent distribution lists in ProDon. It is possible to unregister a client from a list by selecting the distribution list, then by pressing the spacebar of the keyboard. 

B: This button allows you to unregister the client from the selected list or from all the lists at B. After unregistering the client from at least one list, this window opens to specify the reason of the cancellation. 

C: This button allows you to modify the reason of the unsubscription.

D: After unregistering the client from all the desired lists, click on the "Button Check mark Confirm.png Confirm edit" button to save the changes made.


After unregistering the client from a list, from this window, the following window opens to specify the reason of the cancellation. 

Preparing the Distribution List 026.png

A: Enter a new cancellation reason or choose an existing one in the drop-down list.

B: After specifying a cancellation reason, click on the "Button Check mark Confirm.png Confirm edits" button.



Document name: ProDon:Preparing the Distribution List
Version : 4.6.7.19