Sales: +44 (0)7534 486 438
Login
Request Demo
Login
Request Demo
-->

Mailtastic user how-tos #1: Navigation

Mailtastic
14 October 2020

Hey there! 👋🏻  This Mailtastic user how-to will help you find your way through our platform. It’ll also help you keep tabs on your banner campaigns and set you up for email signature success! Without further ado, let’s dive in 🏊🏼‍♀️

What we'll be covering...

  • Dashboard
  • Company info
  • Data profiles
  • Signatures
  • Campaigns & Events
  • Notifications
  • Performance Feed
  • Accounts
  • Leads
  • Integrations
  • News
  • Settings

Dashboard

Navigation how-to

When you log in to Mailtastic, the first thing you see is the dashboard.

Navigation how-to

Depending on the plan you have, you’ll see different information. So in the Basic Plan, you’ll see settings you can alter. In Advanced and Target you’ll see campaign banner analytics. This includes impressions, click-through rate and clicks, allowing you to monitor the performance of your campaigns.

Company info

Navigation how-to

On the left-hand side, you can see the toolbar. The Company icon has a dropdown menu which gives you company data. This includes employee and department information as well as data profiles. In Employees, you’ll see data like the above. ⬆️ Here you can add a new employee, edit the user data and assign an employee to a department.

Data profiles

Navigation how-to

In Data Profiles, we can see company & user data. You can create as many profiles as you like. For example, if you have a UK team, a USA team and a German team, these separate profiles will be added in the company data section.

Signatures

Navigation how-to

The second icon from the top allows you to look at signatures. In the Signatures tab, you can choose from Signatures and Default Signatures.

Navigation how-to

In Signatures, you can see the signatures you use. You can also create new ones and modify existing signatures.

Navigation how-to

In the “Default Signatures” section, you can set the signatures you want to display by default in your email app. You can also do the same for new messages as well as replies and forwards. Departments at the top of the list are preferred to the ones below. This can be altered at any time.

Navigation how-to

The third icon shows you marketing features. You’ll only see Marketing if you have either an Advanced or a Target plan.

Campaigns & Events

Navigation how-to

In the Campaigns section, you can create as many campaigns as you want.

Navigation how-to

If you want to create a campaign for a certain time period, select Events.  This event campaign will then overwrite the default signature for the time specified. Then it’ll be automatically removed once the event has passed.

Navigation how-to

The Target plan also offers you the chance to create recipient-based campaigns. Meanwhile, the Target Groups tab allows you to create target groups of multiple accounts or domains.

Notifications

Navigation how-to

You can also set up notifications to see when one of your Target Group clicks on a campaign banner.

Performance Feed

Navigation how-to

In the Performance Feed, you can see the analytics for your recipient-based campaigns.

Accounts

Navigation how-to

In Accounts, you’ll see a list of all the domains you’ve divided into your Target Groups.

Leads

Navigation how-to

In Leads, you’ll see the domains that have clicked on your banners but haven’t been assigned to a Target Group yet.

Integrations

Navigation how-to

At the bottom of the navigation bar, you can adjust your integrations in the Integration section.

Navigation how-to

Here you can auto-sync your Office 365 Active Directory, G Suite Directory & many more.

News

Navigation how-to

In the News section, you’ll find the latest product news and updates.

Settings

Navigation how-to

At the very bottom of the navigation bar, you’ll see further options and settings. Here you can change language (“Language”), find helpful how-to articles (“Help Center”), download documents that help you build campaign banners (“Resources”) & much more.

Navigation how-to

In Settings, you’ll find an overview of your account.

Navigation how-to

When you click on “Administrators”, you can invite people to create their own log in.

Navigation how-to

You’ll also find info about your plan & billing.

Navigation how-to

If you need to download your invoices, you can do that here.

Navigation how-to

In Advanced Settings, you also have a number of further options to alter your account.

Navigation how-to

We advise you to always activate the set up mode "Do not send notification emails". That means your employees won't get emails every time you make changes to your signatures.

When you want to inform your employees to activate their signature, you’ll need to turn on the set up mode "Notify me and my employees by email by default". Afterwards, just switch back to “Do not send notification emails”.

Need more help? Contact our Customer Success team

Stay in the loop

Find scorching email signature tips, liquid B2B marketing advice and earth-shattering updates in our monthly newsletter.

Bleiben Sie auf dem Laufenden

Melden Sie sich jetzt zu unserem monatlichen Newsletter an:
BrandheiĂźe E-Mail-Signatur-Tipps, die neuesten B2B-Marketing-Tipps und weltbewegende Updates warten auf Sie!