Now that you know the flow of Postmaster, lets set it up!
If you had any issues with installing the software, email us here or call 888-793-2882.
To open Postmaster Express, go to the Start Button (located in the lower left hand corner of your screen) / Programs / Postmaster Express and Select or Click on Postmaster Express.
(Don't worry about Incoming Email Solution (IES) yet. You should set up IES only after you have have a good understanding of Postmaster Express and it is up and running.)
You are now at the registration screen. Until you register/purchase our software, this screen contains the serial number you will need to send to mailto:firstname.lastname@example.org?subject=PERegnumber to unlock your software package.
If you have not purchased, leave the registration box blank and just click on continue. Another window will come up telling you how many sends you have remaining in your trial version.
SPECIAL NOTE: When you get to FORM inside Postmaster, type ONLY "letmeinnow" with no spaces or quotes into the first name field, and it will disappear.
On the left hand side, you'll see there's only two main sections in Postmaster, accessed by the MAIN Menu and down at the bottom left, the TOOLS button.
We will begin with Settings from the MAIN Menu.
Your settings will give the software the information it needs to send out your email follow up. Click the words "Settings" in the left navigation bar on the Postmaster Express Screen.
The Settings Wizard will pop-up. All of the information you will need is explained by the wizard. READ CAREFULLY and follow the instructions in the wizard!
Step 1: ONLY use the first option, My ISP's Mailserver!
The details in the lower section can be procured from your ISP (Internet Service Provider) or your Web Hosting Company, depending on which you want to send your email through. NOTE: The default port# is 25. More and more providers are moving to secured ports 465 or 587, with full email message encryption. If this is the case, email us here or call 888-793-2882 and we'll get you our brand new mailer!
The ESMTP option is for adding your user name and password to access their smtp outgoing email servers.
Step 2: This is your default FROM name and email address. Each category can have custom (override) details setup from in the Categories section, keep in mind. If you add a default signature line here, it will be added on to end of every message sent from Postmaster, and only unless you have a custom signature line set up in the Categories section.
SPECIAL NOTE: It's important that you use the FROM email address associated with your ISP (E.g. email@example.com, firstname.lastname@example.org, email@example.com, firstname.lastname@example.org, etc.) or Web Host's email servers. This will insure you get the best deliverability possible. If you use your Web Host, insure they have proper SPF records for your hosted domain.
Step 3: Verify all your information is correct and click yes.
2) Message Library:
Now you are ready to set up Postmaster Express. It is important to have your messages created before you intend to actually use this software for use with your business. If you are just looking to test the software you can create test messages.
In the upper left hand corner of the screen you will see 4 Icons. Click on the Message Library.
All messages that are sent out of Postmaster come from the message library.
To create a message, Click on "Add a message".
The Message ID number is assigned automatically.
The Title of this message is not seen by the recipient. It is so you can identify what the message pertains to for use later when you assign messages to a given category.
Now fill in the subject line for this message. This will be seen by the recipient as the subject of the email.
Now click on the button to Add or edit this message. You will have the choice to enter an html message, a text message, or both. If you create your message in html, just paste the source code into the html message box. If the recipients' email program is not set up to read html, it will be un-readable. This is why we give the option to send both html and text at the same time.
It will always try to display the html message 1st, if they are not set up to read html, the text message will appear.
When you have finished putting in the message, click the Done button in the upper right hand corner of the screen to return to the Add/ Edit message window and click on "save message".
Repeat this until all of you messages are entered.
Now click on the 2nd icon called "Categories".
A category defines what type of follow up will be sent. You may have more than 1 category for each business.
Here is and example of 3 categories:
Each of these categories will have different types of follow-up messages assigned to them (the messages are stored in the Message Library).
To create a category, Click on "Add a category" and enter in the name you want for the category and click on the add button. Then, select the category from the list you just named and click "next".
Step 2 will allow you to set up a different signature line for this category. This will allow you to use a different from name, return email address, and signature line for all messages in this category.
*NOTE* Your ISP may have limitations on using a reply (from) email address not hosted on their mail server.
Now you will choose the message that you entered into the messages library for this category. Start with the first message you want in the series and decide how many days you want to wait until the next message is sent. Repeat this process until you have built your series. Then click on "next" and "save"
If you want to edit or add messages to this category later, you can add messages to the beginning or end of the series only.
4) Importing Contacts:
Now you are ready to enter in your contacts. If you have a list of your contacts in a text file you can use the Import Mapper Wizard located under the Tools section located in the LOWER LEFT corner of the navigation bar.
If you want a more detailed instruction, click here.
Your list MUST be in tab delimited format.
If you don't have it in tab delimited, open up your file in a spreadsheet program like Microsoft Excel and save it as a tab delimited file.
Once you have the tab delimited file, click on the Import Mapper button under tools and proceed through the wizard.
Now you will have to browse for your tab delimited file.
Click next and click on the data in the table on the left and decide where you want that data in your Postmaster database. Once you have mapped all of your data click on "next".
Now choose the category from the drop down menu you want your contacts to be entered into. Now Click import.
You can also add a contact manually by going into the contacts screen. Click on the Contact Icon and select the add contact button. Fill in all of the info that you desire and add them to the category or categories that you want. Then click "Save" and you will return to the Contact window.
5) Searching Contacts:
Now that you have your contacts and a couple of messages that you want to send to them, ready, STOP! Always be sure you send ANY messages to YOURSELF first before mailing it out to anyone. Search for YOUR contact record and click "Send An Instant Message To Contact(s)" from bottom right hand corner, select the message from your library, post it and send it. I promise, you will soon see why this is so important.
Again, every action within Postmaster, other than the automated email follow up series, begins with a Search function. Either a Quick Search to locate one contact or an Advanced Search to find a group of contacts. You can search for contacts by full or partial information.
Most of the features and functions, are self explained or intuitive, but just in case...
Click here, for a quick run through this with images!
6) Generate/Send Email:
Once you've posted your messages and you're ready to send them, just click on the TOOLS Menu at the bottom left corner.
a) Generate Contact Category Email Button -- When you click on the TOP button to generate category emails, Postmaster will look at EVERY contact record and see ANY messages that are supposed to be sent to each contact today. Once it sends the message it updates the contact record for the next message in the series and how many days it should wait to send it. Postmaster also keeps track of every message sent to every single contact. You can find this from a tab in any contact record.
b) Delete Selected Email Button -- You can click on any message from in here and delete it. You can also hold the Ctrl (Control) key and highlight multiple messages or section to be deleted.
c) Delete All Above Email Button -- Single click removes all email messages from the outbox, and will not be sent.
d) Send Email Button -- Ready? Now just hit "send" and postmaster will send any Instant Messages that you have posted out.
PE Mailer Sending:
DO NOT close this window as instructed until it is finished sending!! If you do have to abort the sending for any reason, click STOP SENDING before closing the PE Mailer.
Here's all the details on our new SMTP PMXMailer Update:
If you have any issues sending at all, reach out to us for help right now.
Call our support line at 888-793-2882 if you need further assistance or would like to place your order.
Or just email our support staff here.