All the key information you need, in brief to-the-point guides which you should be able to get through in a coffee break. Yep, we thought long and hard about naming these.

Guide to email marketing

Topics include:

• Quick ways to build your email mailing lists
• Planning your email campaign
• Tips for designing and building your email
• Vital checks to make before your press send
• The most important email marketing statistics and what they mean

Read the coffee break guide to email marketing

View the email marketing guide as a PDF

Guide to SMS marketing

Topics include:

• Choosing between shortcodes and long numbers
• The anatomy of an SMS message
• Creating text-in services
• Building your SMS lists
• Using concatenated SMS
• Managing unsubscriptions

Read the coffee break guide to SMS marketing

View the SMS marketing guide as a PDF

Manage a Facebook business page

• Complete control over your Facebook page wall activity
• Post updates, photos and links to your wall
• Comment on and ‘like’ wall posts and replies
• Delete posts or comments from the wall
• View number of likes and comments on a post
• Easily allow Facebook fans to subscribe to a Sign-Up.to email list

Manage a Twitter account

• Post tweets with photos or links
• View your complete Twitter feed or just your own tweets
• Reply to, retweet, favourite and delete tweets
• View and reply to conversation threads and @mentions
• View your saved Twitter searches and save new ones
• Send and receive direct messages

Also:

• Associate Vibe sentiment with Facebook posts and comments from your page users, or with tweets that mention you.
• View profiles for each of user that interacts with your page. See their gender and locale (where available), numbers of posts and comments they’ve left on your Facebook page or number of times they’ve mentioned you on Twitter. You can also view the vibe sentiment of posts you’ve rated.
• Integrate multiple Facebook and Twitter accounts. Move between them by changing the default settings.
• Easily upgrade to a monthly, or annual, package at any time to gain access to our Business Class Social Marketing package which will give you additional features and valuable analytics for all content posted through our Share section.

First click the cog icon on the navigation bar, and then click ‘Account settings’. If you are a monthly or annual paying customer you will now have the option to purchase additional users from the Marketplace.

To add a new user click the link, of the same name, to the right of the ‘Account users’ blue bar.

On the ‘User details’ page you can decide on a username as well as add the users’ first name, surname and email address.

Once you click next you’ll be able to decide on the functions the user will have access to – broken down by the Sign-Up.to sections.

If you choose for the user to be able to see the ‘List manager’ page you’ll be able to specify which folders they can see, by ticking the tick box at the bottom of the page. Furthermore, If you choose for the user to be able to view th ‘Campaign manager’ page you’ll be able to determine if that user can view other users’ campaigns and results.

At the point of saving you’ll then be able to see the new user added to the ‘Account users’ section. The user will also receive an email detailing their login information.

1. First, in Create, decide if you want to create an email in the Campaign Designer or Classic Editor mode. We recommend using the Campaign Designer as it offers lot’s of flexibility in your email design, and we’ll use it for this guide.
2. Within the window that now appears you’ll see lots of templates which you can choose from. As soon as you hover over one, a description appears to the right of the page.
3. Once you’ve chosen a template click the template image and it’ll then load, ready for editing.
4. If at any time you chose to try out a different template simply click the ‘change template’ icon in the navigation bar at the top of the page.

1. First, open the campaign you’re working on.
2. Next, to add an article, click the add another article icon.
3. Here, you’ll see the new article, which you can edit with text and images.
4. You can also move articles around. To move an article, click and hold the arrow icon at the top of the article and move it down or up to where you want it.
5. Now you’ll see the articles have been moved.
6. To remove an article, click the bin icon in the top right hand corner of the article.

1. First open your campaign (in the Campaign Designer mode).
2. Next, click the Colour button at the top of the page.
3. This will open up a new window where you can select the background colour. When you click the colour field, a colour wheel will appear. Once selected, click preview and the background of your email will change.
4. You can also cancel this, or confirm the background.

To schedule a campaign that you’ve already created, click Send. Next select the list of you’re subscribers your sending your email  to.

Once selected click the ‘Select email’ button.

On the next page you can select the campaign you’re sending as well as the send time. Below this you can select whether to exclude subscribers who have been contacted in the last 2 weeks.

You can also choose your send speed – the options available are either as soon as possible or limited to a certain number of emails per hour. When limiting the send speed, an estimated completion time will appear. Limiting the send speed is useful if you don’t want to overload your website or call center.

At the bottom of the page a final summary will be given, where, in orange you can see how many subscribers your email will be sent to. Once you’re happy with the details, click schedule for delivery. A new page will then appear clarifying that your email has been scheduled for delivery.

If you need to cancel a scheduled campaign you can do this from the ‘Analyse’ section.

Sign-Up.to allows you to schedule your campaigns for delivery at the optimum time. SMS campaigns can be scheduled up to 12 months in advance.

To schedule a campaign that you’ve already created, click Send.

On the next page you can select the list of subscribers you’re sending to. Once selected click the Select SMS button.

Once you’ve selected the campaign you’re sending you can choose the send time. Next, click over the details and click proceed. The page will reload, telling you how many credits will be used. Again, click proceed.

A new page will then appear clarifying that your SMS has been scheduled for delivery

1. Once your email campaign has loaded you can add images within an article (section) by clicking inside the box.
2. Next, click the insert/edit image icon on the toolbar.
3. This will bring up an image options window where you can create and organise all of your images. This window will also show you existing images that you’ve already uploaded. In this guide we’ll add a new image so click the upload image button, at the bottom of the window.
4. This will bring you to the upload image window where you can upload up to 10 images in one go. First select browse and then select the image from your computer.
5. Next click the upload button.
6. You’ll be presented with an image uploading box, followed by a message telling you the image(s) have been uploaded successful, so click close.
7. Next, click insert and you’ll see the image in your email campaign.
8. If you need to edit your image at any point simply click the image and then the insert/edit image icon and you’ll see the image options window. Here you can add borders, alternate text and change the size of the image.

When you first log into your account, click Create and then Campaign manager.
You can insert a link to your campaign in both the campaign designer and classic editor mode, and this guide will explain how.

Campaign Designer

Once your email campaign has loaded you can add links within an article (section) by clicking inside the box.
Next, click on the article with text you would like to have a link in. This will bring up the editing window.
Here, highlight the text you would like to link and click the insert/edit hyperlink button on the toolbar.
A new window called ‘link options’ will open. At the top of the page you’ll see you can choose the colour of the link and whether it is underlined. Beneath this you will see there are three tabs to choose between.

Web address: Here you can add a website address. If you click the ‘advanced’ button you can also add any link personalisation (if applicable).

Email address: In this tab you can create a link which will allow people to send you an email. You can choose the address, subject line and any email text you’d like people to include in the email.

Campaign link: This allows you to include any campaign personalisation, such as an option for recipients to unsubscribe or send your email to their friends.

Once you’ve added your link, click ok.

In the editing box you will now see the link has been added, so here click apply.

Classic Editor

First open the campaign you would like to add a link to. Next, highlight the text you would like to make a link and click the insert/edit hyperlink button.
A new window called ‘link options’ will open. At the top of the page you’ll see you can choose the colour of the link and whether it is underlined. Beneath this you will see there are three tabs to choose between.

Web address: Here you can add a website address. If you click the ‘advanced’ button you can also add any link personalisation (if applicable).

Email address: In this tab you can create a link which will allow people to send you an email. You can choose the address, subject line and any email text you’d like people to include in the email.

Campaign link: This allows you to include any campaign personalisation, such as an option for recipients to unsubscribe or send your email to their friends.

Once you’ve added your link, click OK.

Back in the editor mode, you will see the text which has been made a link.

First go to Send and click the ‘Quick SMS’ link at the top of the page. Next, you’ll see a page where you can enter all of the information for the message you’re sending.
Once you have entered your message click proceed and the message will be sent.

To start click Send and click the ‘Create search’ button in the ‘Select lists’ box.

A new page will appear where you can name the search you are creating. We recommend naming the search with something you’ll remember, so that you can use it again easily.

In the folder list select the folder(s) the lists you want to select sit in, and then select the appropriate lists (hold down ctrl or the apple key to select multiple lists). At the bottom of the screen you’ll find additional options to exclude subscribers on specific lists and further refine your selection. When you’re done, click the Save Search button.

You’ll now be taken back to the send page and your search will be selected. In the ‘Subscribers Matching Your Criteria’ you can see the total number of unique subscribers selected by this search.

Now to send your email campaign click the ‘select email’ button.

In Campaign Designer you first need to click on the article in which you’d like the share buttons to appear. Then click on the ‘Go social!’ button in the toolbar to bring up the tools. In Classic Editor, the ‘Go social!’ button appears in the main toolbar at the top of the editing window. Before clicking on it be sure to have placed your cursor where you’d like the share buttons to be inserted. 

From here the process is the same for both editor modes. You will be presented with a new window containing two tabs: ‘Get followers’ (to promote your social network pages) and ‘Go viral’ (to promote your campaign).

Get followers

Adding buttons using this tab will allow you to link to your social network pages.

Tick the box for each social network page you have and would like to promote. Doing so will add the relevant icon to the preview pane on the right. You will also need to enter the URLs for each of your social network pages into the appropriate boxes on the left.

Use the horizontal and vertical options to change the way in which the buttons line up and enter a number into the spacing field to customise the size of the gap between buttons.

If you’d like to change the order in which the buttons appear, simply drag and drop to switch them around.

Clicking the ‘Add’ button will insert the share buttons into your campaign in the arrangement you have specified. They will appear in your campaign in a table and this is shown as a dashed grid, but the grid will not appear in your final campaign.

Go viral

Adding buttons using this tab will allow others to share your campaign on their own social network pages. The ‘Send to a friend’ button also allows your subscriber to easily send your campaign to a number of their friends.

Tick the box for each platform that you’d like your subscribers to be able to share through. Doing so will add the relevant icons to the preview pane on the right.

Use the horizontal and vertical options to change the way in which the buttons line up and enter a number into the spacing field to customise the size of the gap between buttons. If you’d like to change the order in which the buttons appear, simply drag and drop to switch them around.

Clicking the ‘Add’ button will insert the share buttons into your campaign in the arrangement you have specified. They will appear in your campaign in a table, this is shown as a dashed grid, but the grid will not appear in your final campaign.

Should you want to, you are able to use custom images in place of the standard buttons and still retain the share functionality. To do this, insert the standard buttons then click to highlight the one to be amended. Next click on the ‘Insert/edit image’ tool and select the new image from your image library. Clicking ‘Insert’ will add the custom button to your campaign in place of the default.

1. When you first log into your account, click Send.

2. Next, click create search in the ‘select subscriber profile’ box.

3. Here you will need to name the search you are creating.

4. Then click the refine search button at the bottom of the page and this will expand the section above to include the profiling you have created in the Collect section of your account. Once you have selected the subscribers you want to filter by click the save search button.

In this section you can also filter your subscribers by other factors, for example gender – if this information has been collected in your data capture form.

1. To filter subscribers by gender, first click the create search button in the ‘select subscriber profile’ box.

2. Again, on the new page you will need to name the search you’re creating. Then click the gender you want to filter your subscribers by and click the save search button.

3. This will take you back to the Send section and in the subscribers matching your criteria box, you will see how many subscribers have been filtered.

Email clients render HTML differently to web browsers, this means that things may differ between what you see on screen when designing your campaign and how it’s displayed in recipient’s inboxes, so sending a preview to your email address is crucial to make sure your campaign appears as expected.

Different email clients also display things slightly differently, our ‘Campaign Designer’ tool takes this into account but if you have coded your own email you may want to test in multiple email clients to make sure things work as you expect. Litmusapp is an excellent tool for this.

1. Firstly, in Create click the campaign name and the column to the right will expand.
2. Here, if you click the image of your email it’ll open in a new browser.
3. Also, in the same section, you can email yourself a preview. To do this enter the email address and select if you’d like to send yourself a multi-part, HTML or plain text preview. Then click send.
4. Don’t forget you can also preview your email while creating it, by clicking the preview button in the top right hand corner of the screen. 
5. This brings up a smaller window where you can enter your email address, sending it straight to your inbox.

Firstly you may want to exclude subscribers who sit in certain lists. For example, you may wish to exclude someone who has entered a competition but is an existing subscriber.

Go to Send and then click the ‘Create search’ button in the ‘Select lists’ box.

The next step is to name the search you’re creating. Once named, you can select the subscriber list you want to send to. First select the folder they’re in and then the specific list(s).

Next, if you want to exclude any subscribers, click the ‘do not include subscribers on these list’ tick box. This will bring up a list of the folders and lists you have, and here you can select the subscribers you don’t want to send to.

Once selected, click the save search button. In Send, you will now see your search has been created.

You may also want to exclude anyone you have contacted recently. You may wish to do this so that your subscribers don’t feel they’ve been contacted too much.

Firstly, click Send and select the list you’re sending your email to. Next, click select email. On the next page you can schedule your email to send. Once you’ve chosen the email you’re sending and when it’s being sent you’ll see an option to exclude people contacted within a certain time period.

Once you’ve selected this option you can schedule your email to send. This will exclude anyone who has been contacted.

To run an Inbox test first head over to the Create section of your account. Next click the ‘Options’ link next to the name of your campaign. This will bring up details of your email to the right of the page.

You’ll see a blue shaded box titled ‘Inbox testing’ which tells you how many tests you have remaining for the month. Each monthly, and annual, paying Sign-Up.to account gets two free tests a month and to purchase more please contact us. To start your test click the ‘start test’ button.

A small box will now appear asking you to confirm the test, so click the ‘start test’ button to begin.

Next you’ll see a page where the test results are generated and after a couple of minutes will appear.

To the left of the page you can see previously run tests, and be shown a reminder of how many tests you have left.

Each grey box on this page outlines the email client your campaign has been tested in and to view your email in full size click the box.

Within this page window you can now test your email in the following ways:

Showing the preview pane or the full email. This will help you decide which content should sit at the top of the email, where you’re most likely to grab your subscriber’s attention.

Turning images on or off. This is particularly useful if you have an image heavy campaign and to check that you’ve added alt text to each image.

Within this window you can also flick between results, making it really easy to view the results from your Inbox Testing.

This feature is automatically available for main account users on one of our monthly plans. To add it for sub users of Sign-Up.to accounts check out our guide on setting sub user permissions.

The first step is to create the campaigns you want to test; this is done in the same way as a standard campaign.

In this example there will be 2 campaigns and the only difference will be the subject line. Therefore, once you’ve saved the first email campaign, click copy, rename and save it – also adding a different subject line. At Sign-Up.to we tested this for ourselves for our monthly newsletter and noticed a substantial difference by adding the company name to the subject line.

Now, to run the split test head to the Send section of you account and select the list of subscribers you want to send the email to. In the ‘Send your campaign’ box, click Run Email Split Test.

A new page will then appear where you can schedule the split test. Below is a breakdown of each section.

Which emails shall we test? Here you select the campaigns you are testing. You can select up to 5 variants to test.

How would you like to test? This section allows you to decide whether you want to send to a percentage or a specific number of subscribers. You can also decide if you want to exclude any subscribers recently contacted and determine how the winning campaign is decided.

What should we do after the test? Here you can decide whether to automatically send the winner to the remaining subscribers or to be just told the results.

In the next 2 sections you can name the test and decide when to send it to the selected subscribers. Once you’re happy with the details, click Schedule For Delivery. A new page will appear telling you the test has been scheduled.

Once the test has run you’ll be sent an email telling you the winning combination and the statistics for each test variant. The full results will be available to view in the Analyse section.

These rules can be based on subscriber activity – opening a particular email, clicking on a certain link – or on profile data like birth dates.

Once you’ve set up a rule it will run constantly until you pause or delete it, without you needing to take any further action. You could set up a campaign to be sent to subscribers 7 days before their birthday and then leave it running for an entire year. Sign-Up.to will automatically send out your chosen email to each subscriber at exactly the right time for them.

To break it down, you can create a trigger based on:

• If it’s the subscriber’s birthday
• If a subscriber opens your email
• If a subscriber clicks on a link within your email

The above bullet points are links to handy guides which will help you get started with Marketing automation as well as show you some fantastic examples of how you can use it for your business.

To have a look at Marketing Automation click through to the Send section of your account, and then the Marketing automation link.

Here you’ll see the main Marketing automation page. This is the place where you can set up new rules as well as edit, delete or pause existing ones.

To create a new rule, simply click the ‘create a new rule’ button at the top of the page.

In the new window you can select what action the rule is based on. Remember, you can create as many rules as you like! We’ve created individual guides for each of these events, so check out the links towards the top of the page for more information.

As mentioned before, on the main Marketing automation page you can edit, delete and pause current rules. These options display to the right of the page and to put them into action simply click the relevant link.

Also, if you click the arrow next to the name of the rule you’ll see some drop down text showing you more details about the rule.

That’s a brief introduction to this wonderful feature, but to see more information check out our further guides on Marketing automation.

You can have the system perform an automatic action around or on the date of a subscriber’s birthday, this can happen on the day or a set amount of time before or after their special day. The available actions are:

• Send another email campaign to the subscriber
• Send an SMS to the subscriber
• Send a notification to a specified email address

To do any of these things you will need to have the subscriber’s birthday on file in the Sign-up.to system. You will also need to have already prepared any follow up content in the Create section of your account, i.e. email or SMS campaigns.

The process in detail is as follows:

Go to the Marketing automation tools, within the Send section of your account.

Click on the Create a new rule button.

Choose ‘When it’s the subscriber’s birthday’ from the list.

Clicking Next will take you to a screen which allows you to set your desired action to be carried out on the appropriate date.

• The first option is to ‘Send a notification to…’, with you specifying the email address to be notified in the box on the right. By default the notification will go out at 0:01am on the date of the birthday, so specify a delay to send it later in the day. Alternatively use the options to be notified a set amount of time before or after the subscriber’s birthday.This triggered action could be useful for letting a salesperson know that the subscriber has a birthday coming up. They might want to call and offer a promotion or discount.

• The second option allows you to send the subscriber an email. Simply browse for the relevant campaign on the right. The email can be set to go out at any time on the subscriber’s birthday, or a set time before or after the day. Use the ‘Before or after…’ tools to specify this.This action could be could be used simply to wish your subscriber a happy birthday, alternatively you might want to send them a voucher or promote an event they could attend and celebrate at.

• The final option here allows you to send an SMS to a subscriber. Browse on the right for the SMS campaign you’d like to send and set the appropriate time for them to receive the message by using the options at the bottom of the box. Setting a time here is more important for SMS than email, as people might not want to receive a text at midnight (which is the default setting!).Please note, using this action will cost the standard amount in SMS credits (as specified when creating the campaign) and relies on you having a subscriber’s mobile number in the system. If there are not enough SMS credits in the account or you have no number associated with your subscriber, then no action will be taken.As with email, this action could be a nice way to wish your subscriber a happy birthday. But you could go further and give them some kind of voucher to simply be brought in on the day and shown on their phone.

Once you have set up your rule, you will need to name it and save it.

Your new rule will now appear in the list on the Marketing automation page. You can see a summary of the rule by clicking on the arrow icon to the right of the rule name.

From here you are also able to edit any part of the rule, for example the action to be taken, the subsequent campaign to be sent or the timed delay.

You are able to disable the rule at any time by clicking Pause (it can easily be resumed), or you can remove it altogether by clicking Delete. A rule will remain active until it is either paused or deleted.

When a subscriber opens your email you can have the system perform an automatic action, this can happen straight away or after a specified delay. The available actions are:

• Send another email campaign to the subscriber
• Send an SMS to the subscriber
• Send a notification to a specified email address

To do any of these things you will need to create an appropriate rule that is associated with the original campaign. You will also need to have already prepared any follow up content in the Create section of your account, i.e. email or SMS campaigns.

The process in detail is as follows:

1. Go to the Marketing automation tools, within the Send section of your account.

2. Click on the Create a new rule button.

3. Choose ‘When a subscriber opens…’ then on the right, select the campaign that you would like the rule to apply to.

4. Clicking next will take you to a screen which allows you to set your desired follow up action in response to the subscriber opening the email.

• The first option is to ‘Send a notification to…’, with you specifying the email address to be notified in the box on the right. A delay can also be set on the notification using the box at the bottom. Simply specify in minutes, hours or days how much time should pass after the subscriber opens before the notification gets sent.This triggered action could be useful for letting a salesperson know that the subscriber has opened the campaign, allowing them to then follow this up.

• The second option allows you to send the subscriber a follow up campaign. Simply choose the relevant campaign from the list on the right. You can set a delay on this if you want to, allowing you to leave some time between your original campaign and your follow up email.This action could be could be used to provide more information on a promoted product, or perhaps if you are promoting an event you could send a follow up reminder.

• The final option here allows you to send an SMS to a subscriber after they have opened your email campaign. Browse on the right for the SMS campaign you’d like to send and set a delay if appropriate.Please note, using this action will cost the standard amount in SMS credits (as specified when creating the campaign) and relies on you having a subscriber’s mobile number in the system. If there are not enough SMS credits in the account or you have no number associated with your subscriber, then no action will be taken.Similar to email, this action could be used to send further promotional information, or a reminder about an event.

5. Once you have set up your rule, you will need to name it and save it.

Your new rule will now appear in the list on the Marketing automation page. You can see a summary of the rule by clicking on the arrow icon to the right of the rule name.

From here you are also able to edit any part of the rule, for example the action to be taken, the subsequent campaign to be sent or the timed delay.

You are able to disable the rule at any time by clicking Pause (it can easily be resumed), or you can remove it altogether by clicking Delete. A rule will remain active until it is either paused or deleted.

When a subscriber clicks a link in your email you can have the system perform an automatic action, this can happen straight away or after a specified delay. The available actions are:

• Send another email campaign to the subscriber
• Send an SMS to the subscriber
• Send a notification to a specified email address

To do any of these things you will need to create an appropriate rule that is associated with the original campaign. You will also need to have already prepared any follow up content in the Create section of your account, i.e. email or SMS campaigns.

The process in detail is as follows:

1. Go to the Marketing automation tools, within the Send section of your account.

2. Click on the Create a new rule button.

3. Choose ‘When a subscriber clicks a link…’ then on the right, browse for the campaign that you would like the rule to apply to.

4. The next step is to pick the relevant link to be the trigger from the drop down list on the right. You can also choose ‘Any link’ from the list. You cannot choose more than one link (but fewer than all), this would require you to set up multiple rules. Click ‘Select’ to confirm your choice.

5. Clicking Next will take you to a screen which allows you to set your desired follow up action in response to the subscriber clicking the selected link/s.

• The first option is to ‘Send a notification to…’, with you specifying the email address to be notified in the box on the right. A delay can also be set on the notification using the box at the bottom. Simply specify in minutes, hours or days how much time should pass after the subscriber clicks before the notification gets sent.This triggered action could be useful for letting a salesperson know that the subscriber has shown interest in something specific, allowing them to then follow this up.

• The second option allows you to send the subscriber a follow up campaign. Simply choose the relevant campaign from the list on the right. You can set a delay on this if you want to, allowing you to leave some time between your original campaign and your follow up email.This action could be could be used cross or up-sell by promoting related products or services. You could also utilise it to include a ‘Tell me more’ button, which when clicked delivers more detailed information right into your subscribers inbox.

• The final option here allows you to send an SMS to a subscriber after they have clicked on a link in your email campaign. Browse on the right for the SMS campaign you’d like to send and set a delay if appropriate.Please note, using this action will cost the standard amount in SMS credits (as specified when creating the campaign) and relies on you having a subscriber’s mobile number in the system. If there are not enough SMS credits in the account or you have no number associated with your subscriber, then no action will be taken.As with email, you could use this action to provide additional information on a product or service, but why not get creative and include something like a ‘Text me directions’ button in your campaign?

6. Once you have set up your rule, you will need to name it and save it.

Your new rule will now appear in the list on the Marketing automation page. You can see a summary of the rule by clicking on the arrow icon to the right of the rule name.

From here you are also able to edit any part of the rule, for example the action to be taken, the subsequent campaign to be sent or the timed delay.

You are able to disable the rule at any time by clicking Pause (it can easily be resumed), or you can remove it altogether by clicking Delete. A rule will remain active until it is either paused or deleted.

Options

Add action. This is where you can choose if you want the list to expire to another list after a certain period. You may wish to do this if you import a list of new subscribers, to send them an email, and then wish to add them to your main subscriber list.

• Add a question: This is where you can add a question to your data capture form. This is similar to subscriber profiling.
• Add a note: Here you can add a note to your list, for your own reference. Your subscribers won’t see this note and it’s a great way of allowing you to organise your email list effectively.
• Add email responder: This link allows you to add an email responder, which can be automatically sent to a subscriber when they join your list. To find out more about email responders check out our handy guide.

Subscribers

• Add subscribers. Here you can manually add subscribers. However, if you wish to add a large number of subscribers you may find it more beneficial to import a list into your account.
• View/Remove subscribers. This is where you can view all your subscribers or remove any who you don’t want on the subscriber list.
• Import subscribers. Here you can import large quantities (if applicable) of subscribers. To find out more about this check out our guide on importing data into your account.
• Export subscribers. Exporting subscribers is a good way of keeping a back up of all your information, though all data is stored securely within your account. To find out more about exporting check out our guide.

All of your subscriber data is managed within Collect. When your account is first created, a default folder is automatically created. To view the lists within a folder click the arrow next to the folder name. Folders are purely for organisational purposes – they don’t affect your data in any way and you can move lists to different folders easily.

To add a list within a folder click the ‘Add list’ button. A small window will appear and here you can enter the name of the list and chose whether it’s an email or SMS list. Click ok once you’ve named your list and you’ll see the list in the chosen folder.

To create a folder, click the ‘Add folder’ button.  This will bring up a small window where you can name the folder. Once written, click OK. Now you will see the folder you’ve created. You can add lists to folders at any point.

Now you will see the folder you’ve created. You can add lists to folders at any point.

To read more about how to keep your data organised click here.

You can see any of your scheduled campaigns on the Dashboard of your account, under the ‘Campaigns’ section.

To cancel your campaign head to the Analyse section of your account where you’ll see any scheduled campaigns at the top of the page.

To cancel, click the ‘cancel’ link to the right of the page.

This will bring up a smaller window asking you to confirm you wish to cancel the scheduled campaign. Don’t worry if you change your mind, simply click the ‘No’ button.

Once you click ‘Yes’ the page will refresh and the campaign will no longer appear as scheduled.

You can now continuing editing your campaign or schedule it for another time!

First click Collect and to remove a subscriber, click subscribers on the list they’re sitting in. This will bring up a small window. Here, select view/ remove subscribers. If you don’t know the list they subscribed to, try searching all subscribers instead.

A new page will appear, and here you can enter the subscriber’s email address. Once entered, click Search. The page will reload and show the email address. To remove the subscriber, click the Remove tick box and then click the ‘Remove From List’ button above. A confirmation page will then show and you need to click the ‘Remove’button to confirm. The same page will then tell you the subscriber has been removed. 

To add an email address, click subscribers. A small window will appear so here, click add subscribers. A new window will emerge, allowing you to enter the email address.

Once you’ve entered the email address, click add. The window will remain, allowing you to enter further details about the new subscriber. Once written, or if you’re happy with just the email address, click Save and then click the cross icon in the corner of the page.

The window will then close and in order to see the new subscriber number, you’ll need to refresh the page.

When viewing your detailed campaign reports you can click on each number to view more detailed information, an explanation of the statistic and any additional reports which are available.

First head over to Analyse where you’ll see a list of your campaigns under the ‘Sent campaign reports – email’ heading. To view more in-depth details for a specific campaign, click the campaign name.

Below is a breakdown of information you’ll see on the next page.

At the top of the page you will see a thumbnail image of the campaign as well as a recap of basic details including the subject line and what time the email was sent. You can also see a preview by clicking the weblink.

To the right of this you can see some quick statistics about how many people your campaign was sent to, as well as who opened, clicked and unsubscribed from your email.

Under key statistics you’ll see a large amount of information covering the following:

• Sent show you how many people your email was sent to as well as the deliverability on your email.
• Bounces are emails that we unfortunately haven’t been able to deliver for a variety of reasons ranging from full inboxes to invalid email addresses. Bounces are divided into hard (or permanent) bounces, and soft (or temporary) bounces. Our systems constantly monitor bounces, automatically suspending or re-activating email addresses as appropriate to minimise your bills and preserve your reputation, maximising the effectiveness of your campaigns
• Opens are measured when a recipient loads images or clicks links within your email campaign. As such, this is very much a worst case figure – plenty more recipients are likely to read your email, but unless they load images or click a link we can’t be certain. This percentage is therefore most useful as a relative figure, permitting comparison within the Analysis section with your other campaigns, or on the Dashboard with our other customers in your industry.
• Clicked shows how many people clicked the links within your email.
• Shared illustrates how many subscribers forwarded on the email to their friends. If you post your campaign on Twitter, you’ll also see how many people viewed the campaign on Twitter.
• Unsubscriptions explain how many people unsubscribed from your mailing list as a result of the email you sent

With opened, clicked and the number of unsubscriptions, you’ll be able to compare the figures with industry averages once the industry has been set. These figures are displayed on the right hand side of the page.

Underneath these stats you will see a graph displaying your email opens, web views and also views on any social media pages you have shared the campaign through. Each line on the graph can be toggled on or off by clicking its name. 

Towards the bottom of the page is a box showing how many people clicked the links, and what links within your email campaign. There are lots of additional reports including targeting subscribers when they perform a specific action.

In the Collect section of your account click the ‘Add list’ button. Name the list and then click the ‘OK’ button. If you already have a subscriber list set up there’s no need to set up a new list.

Next click subscribers, and a small window will appear so here click ‘import subscribers’.

On the next page you can choose your data file and choose which kind of import you’re doing. We give you three different options – adding, adding and updating, and adding, updating and deleting (existing data).

You’ll also need to accept our terms and conditions on this page. We only allow 100% permission based data to be imported. Once selected click the ‘Upload’ button.

Once the import begins you’ll see a message telling you your .CSV file has been submitted. On this page you have the option to return to Collect or import more subscribers into your list.

If you see a page asking you to review your column headers this is because our system has had difficulty recognising your data.  You’ll see two columns, the headers you’ve used against our supported headers, and here you can select the correct header to use. If you can’t find a suitable header you can also add a new one to the right of the page. At the very bottom of the page you’ll see a preview of your import.

When your import has completed you’ll receive an email detailing how many records were imported and which were rejected. Only unique subscribers will be added to your list.

If you want to add subscribers to an existing list click subscribers and a box will appear and here you can select ‘import subscribers’ to import further data. If you want to just import one or two email addresses select ‘add subscribers’.

The first step is to head to the Analyse section of your account where you’ll see the list of email campaigns you’ve sent. Now click the email campaign you’d like to target subscribers from.

You’ll now see the campaign results page so scroll down to ‘additional reports’ and click the  ‘create a list of subscribers who performed particular actions’ link. Here you can also download a CSV file of your email campaign results.

This will bring up a new window where you can choose which activities you would like to filter your subscribers by. You can filter them by opened, unopened, forwarded, links clicked and unclicked as well as goal tracking (if you’ve set this up).

Beneath this you can choose whether you’d like to add the data to an existing list or if you want to create a new list (this will also let you decide which folder the list sits in). These lists sit in the Collect section of your account. Now click the save data list.

The page will then refresh and you’ll see a green bar telling you your list has been saved.

In Collect you’ll now see the subscriber data which you can use to send targeted email campaigns.

1. If you’re importing a large batch of data you’ll probably find it easiest to format your data using a spreadsheet program like Excel. To be recognised by Sign-Up.to, files must be saved in CSV (comma separated variable) format. Any spreadsheet program can create and save this type of file.

2. When viewing your data in a spreadsheet program it should be arranged so that each subscriber record is on a separate row of the spreadsheet and the data on each subscriber is arranged in columns.

In the very first row should be a heading for each column which tells Sign-Up.to what data type is in each column – for example if your file contained email addresses the first row should contain ‘email’ in the corresponding column. If you don’t included these headings in your file you’ll be prompted to tell Sign-Up.to what is in each column when you upload your data.

3. Sign-Up.to supports importing a wide range of data, including your own custom data fields. The standard data types you can import are:

4. Once your data has been formatted correctly, save it as a CSV file and you’re then ready to import your data into your Sign-Up.to account.

Tip: If you are using Excel to format your file and are including mobile phone numbers be sure to select the column containing the numbers and change it’s data type to ‘Number’ with no decimal places before you save the file (right click to access the menu which contains the ‘format’ options). If you do not do this Excel may convert your mobile numbers into floating-point notation which will make them unusable.

First head to the Analyse section of your account and then click the ‘Email Analysis’ link at the top of the page. Here you will now see 8 reports.

All of the data can be saved and downloaded as a CSV file. To view saved reports simple click the ‘Saved reports’ link which sits in the blue bar on the Email analysis page.

Below is a breakdown of each report:

How many new subscribers shows you how many new subscribers you’ve gained over a time period of your choice for as few (or as many!) lists in your account as you like.

How do people interact with my email after I send it looks at how many people open your emails, click the links and unsubscribe up to 48 hours after your email campaign is sent.

How does my email delivery vary by domain name shows you email delivery for your top 10 domain names over a selected time period, and for multiple campaigns. This may include Hotmail, Yahoo and Gmail.

How do my email results compare is a tool which allows you to compare how successful your campaigns were in terms of opens, clicks and unsubscriptions. These comparisons can be made over a selected time period.

Which are my best performing email campaigns for opens and clicks look at what your best performing campaigns are in terms of opens and click-through rates.

How does subscriber activity vary by day of the week brings up information across all your campaigns and can help you assess the best day of the week to send your campaigns.

How does subscriber activity vary by time of day is very similar and helps you assess the best time of day to send your campaigns.

All of these reports will help you gain a more insightful picture of your campaign and email activity.

Importing

• When a CSV file is being imported for the first time the system will check the file and only import an email address once.
• If a CSV file is being added to an existing list the system will then check for any email addresses that may already be held on that list and not import them again.

Sending

• If a subscriber is on more than one list and you select to send to ‘All’ then the system again will check for any duplicates and only send to a subscriber once. This will also apply if you create a search which combines more than one list. If a subscriber is on more than one list included in the search, the system will ensure they once receive the email once.
• If you want to schedule a campaign to numerous lists at different times and you are worried about someone being contacted too frequently you can use the ’exclude those who have been contacted in x days’ to prevent this happening.

First head to Collect and click the ‘Subscriber Profile’ link at the top of the page. Here you can add multiple subscriber profiles. To add a profile click the ‘Add new subscriber profile field’ at the top of the page.

In the window that now opens up you’ll firstly need to select a field type for the information you’re collecting. There are five different options (see below) and in this example we will use the drop down option, as this is a popular field type to use.

• The single line option allows for any data to be imported, though it’s important to remember that you can’t define a send by this option. Paragraph is similar to this, but allows for more information to be imported.
• The drop box and multiple select options are similar to each other as they allow you to preset the information you’re collecting. It’s important that that imported data is the same as the preset options in order for the data to be recognised.
• The tick box option allows subscribers to make a choice based on an option/options you give them.
• When importing information for the multiple select option, you can separate answers with a comma.

Below the field type you can choose the label/question for the profiling, and this is the text that will appear on your data capture form.

Next you can select the size/options of the field, which equates to how much information the subscriber can provide, or how many options they have. In this example we’ll add three options. If you’re using the single line or paragraph field type you’ll have an option to have a pre-filled answer.

If at any point you’re unsure as to how the field will look you’ll see a preview pane at the bottom of the window.

Below this the import header is preset for you. This is the column heading you’ll need in the Excel file (if you’re adding pre-existing data). This can be amended if you’d prefer to use another header. There are then 4 additional options (for the drop down field).

• Compulsory: Does the subscriber have to answer/give information?
• Allow subscriber to amend choice later: This gives subscribers the option to amend their answer at a later date in the ‘manage your subscriptions’ page.
• Display in reports: By checking this option you’ll be able to view this profile field in analysis reports, associating answers with clicks and opens, for example.
• Hidden: You’ll use this if you don’t want it to be available on the data capture form but you want to store that information privately.

Once you’re happy with the field you’ve created click the ‘OK’ button. This will take you back to the subscriber profile page, where you will see the profile you have just created. You’ll also see all of your subscriber profiles on this page, and can edit and delete profiles.

If you want to capture this information in the data capture form on your website check out our guide on setting up forms in your Sign-Up.to account.

SMS message delivery reports may take some time to arrive after the message has sent, depending on the destination mobile carrier and their current traffic, as a result, the statistics you see may regularly change for up to 24 hours after the message is sent.

We may not receive a delivery receipt for all messages sent, as mobile networks give these lower priority than the actual SMS messages and in times of high load receipts may not be issued for all messages.

To see your SMS delivery report first click through to the Analyse section of your account. Under sent campaign reports select SMS in the drop down field to the right of the page.

Now you’ll see all of the SMS campaigns you’ve sent, so click the one you’d like to view a detailed report of. 

On the next page you’ll be able to see a campaign overview including what time it was sent to and how long the SMS message was.

Under key statistics you can see the following information:

• Sent. How many messages were sent. If you click the figure, you can also see which SMS lists (within your account) that it was sent to.
• Unsubscribes. This details how many recipients unsubscribed as a result of your SMS campaign. If you find that the number is higher than expected (or previously) you may want to try sending your message at a different time, to ensure you reach subscribers at the most convenient time for them.
• Confirmed deliveries. This is a percentage of how many people received your message.
• Undelivered. If you find there are some undelivered messages this may be because the number you used was invalid, there was a network error or the handset was switched off. If you click the percentage figure you can view details of who failed to receive your message.

Click Next and then select the option ‘Comma Separated Values (windows)’. When you click the next button, you will be presented with a list of folders to export files from, click on the Contacts folder and click on the next button. You will then be asked to name the file, make sure you add .CSV at the end.

The next screen will show you the actions that will be performed. Highlight the ‘Export “Contacts” from folder: Contacts’ Option, make sure it is ticked and click the “Map Custom Fields”.

The next step is to choose the information that you want to save to the CSV. The Sign-Up.to database will only accept the title, first name, last name, email, gender and mobile fields from Outlook, so you need to select just those pieces of information. First of all you need to clear the map on the “To” section, this will remove all the information from the text box above.

Then you need to select the fields to include. In the From column on the left, select the + next to Name and click on title and drag and drop it across to the right hand column, do the same for first name and surname (last name) and repeat for any other data you want to include.

When you have finished moving these sections across you can click on the OK Button and it will return you to the previous screen. Once here you can then click on the finish button and Outlook will create your .CSV file in your “My Documents” folder.

You will need to rename some of the headers for the .CSV so that the Sign-Up.to system can understand them. First of all open the .CSV file from your “My Documents” folder using Excel. In the first row you will see the column headers.

The column headers will need to changed to the following (note these are all lower case):

first_name surname title mobile gender

Delete any columns with no information in.

You can then just add entries on to the bottom of the list in excel if you have more emails to add into the CSV. Ensure that when you are saving the file that the file extension (.CSV) stays the same then you’ll be able to import the list into Sign-Up.to using the normal procedure.

Premium features in Share:

• Integrate multiple Twitter and Facebook accounts and easily move between them
• Post to multiple Facebook and Twitter accounts simultaneously
• Schedule posts to be published in the future
• See an activity count for each of your fans/followers
• Associate notes with each of your fans/followers
• Save more than 3 searches on Twitter and easily view the results

Premium features in Analyse:

Social statistics – includes detailed analytics for each integrated social media page and its fans/followers.

• Twitter social statistics include:

-         Account totals for tweets, retweets, replied to and by others, followers gained and lost. These can be defined within a specific time period.

-         Graphs for followers and vibe rating over time

-         Detailed positive and negative vibe information and overall account vibe

-         Per day account averages for number of tweets and followers gained

-         Per tweet account averages for retweets, replies and followers gained

-         Graphs showing replies and retweets for your last 20 tweets

-         Information on the 20 most active users interacting with your page, as well as the top 10 positive and negative users

-         Review and edit any notes associated with fans

• Facebook social statistics include:

-         Page totals for posts by you and by others, comments by you and by others, likes, fans gained and lost. These can be defined within a specific time period.

-         Graphs for followers and vibe rating over time

-         Detailed positive and negative vibe information and overall account vibe

-         Per day page averages for number of posts and fans gained

-         Per post averages for likes, comments and fans gained

-         Graphs showing impressions, likes and comments for your last 20 posts

-         Information on the 20 most active users on your page, as well as the top 10 positive and negative users

-         Fan counts by location, by city and country

-         Graphs on fan demographics, by gender and age

-         Review and edit any notes associated with fans

Social outbox – includes detailed analytics for each post across all your pages.

• View or cancel any scheduled posts you have lined up
• View the reach, vibe ratings, number of replies/comments and retweets/likes for each post
• Sort your posts by various performance related criteria or by date
• Filter your posts by those associated with email campaigns and those posted from within Share
• Toggle posts from different pages on/off
• Set a date range for viewing posts

First head to Collect and click Subscribers on the list you wish to export. A small window will appear, so here click export subscribers.

This will take you to a new page where first you need to name your export. Then select the subscriber details you wish to export. To select all details, click Title and hold the mouse down as it scrolls. Also, if applicable, select any additional profile data you would like to export.

On this page, you also have the option to choose whether you’d like to export current, suspended or all subscribers. It will automatically default to your current subscribers.

Next, click proceed and a page will then appear telling you the export is being assembled. If you now return to the dashboard in the ‘Recent activity’ you’ll see the progress of the export. It can be downloaded from the ‘Exports’ tab once complete. You will also be notified by email when the export is complete.

First head to the Account section and click the Integration link.

We’ll now explain how to add your page for each social media website.

Facebook

On the integration page click the ‘Add a new Facebook account’ button.

If you’re not logged into Facebook you’ll be redirected to Facebook where you can log in. You’ll need to do this in order to integrate your page.

You’ll then be taken back to your Sign-Up.to account and here you can select the Facebook page to view (if you have more than one).  Select the page to view and it’ll automatically default to that page. If you have a premium account you can manage multiple accounts here and set the default page you want to see.

If you’re just looking to add your Facebook page now click the ‘Back to Share main page’ button (towards the bottom of the page) and this will take you to the main Share window where you can manage your Facebook activity.

Twitter

On the same integration page as Facebook click the ‘Add a new Twitter account’ button.

This will take you to a Twitter authorisation page where you’ll need to allow for your Sign-Up.to and Twitter page to integrate. Once you click the ‘Authorize app’ button you’ll be taken back to your Sign-Up.to account.

This will take you to the main Share page where you can now manage your Twitter activity. If you would like to add multiple accounts click the Integration link where you can authorise further accounts. Premium accounts will be able to manage multiple accounts at the same time.

At the bottom of the integration page you can also install the WordPress plugin.

Data captured through web forms is validated using Confirmed Opt-In. After completing a form each user is sent an email with a unique link in it which they must click to finish the subscription process and appear in your lists. This is to stop people signing up others without their consent, and prevent worthless junk data being stored in your account. Once you have created your form you can customise the confirmation email that is sent, or use the default one we create for you.

To create a data capture form, first click Collect. Then select an existing list to add subscribers to, or create an new one and click Add Form. If you are unsure as to how to create lists and folders within your account, click here for our helpful guide.

A small window will appear where you can name your form and chose the data you wish to capture.

It is automatically assumed that you wish to capture the email address, but below this you can choose other information you’d like to collect, including any subscriber profiling. Once you’ve selected a data field, click the green add button and this will add the information to your form. Under options you can chose whether the information is optional or mandatory and you can also remove the field in this section.

At this point you can either finish or proceed to the next step. On the next page you can set the text that will appear on each step of your form. If you leave these boxes blank, the default text will be used. To see a preview of your text or view the default text click the preview button. You can also reset the information at any time by clicking the reset link.

The next page allows you to add a header and footer image as well as chose the fonts and colours of your data capture form. This allows you to style the form to your branding.

Towards the bottom of the page, under notification, you can select an email address that will receive notification of any confirmed subscriptions. You can also give your subscribers the option to add themselves to additional lists.

Once you click proceed, you’ll be provided with a form URL as well as Facebook coding which allows you to place your data capture form on your Facebook page.

Once saved, in Collect you can see the form you’ve created under the list name. You can make changes to the form at any point by clicking the edit link. You can also preview the form by clicking the preview link.

The top navigation section shows you how many followers you have (1) and which Twitter page you’re viewing (2).

Beneath this there are five different sections. The first one lets you toggle between seeing all tweets and only your tweets (3). Next you can see the tweets where you’ve been mentioned (4), followed by a view of your favourite tweets (5).

Next you can look at searches you’ve set up (6) and it’s a good idea to create some that may help you find people interested in your business.

Finally you can see any direct messages that have been sent to you (7).

To the right of the page you can click to compose an tweet (8).

When posting an update to Twitter, the account you’ll be sending to will appear in a light blue (9). If you have a premium account you can send your update to multiple accounts at the same time, across both the Facebook and Twitter platform.

There are 2 tabs for posting an update, text (10) and photos (11). You can also see how many characters you have remaining in this tweet (remember, 140 is the maximum) (12).

Once you’re ready to tweet click the ‘Share now’ button (13), and if you have a premium account you can chose to send the update at a later date by clicking the ‘Share later’ button (14).

Next to tweets that mention your username you’ll see the Vibe sentiment (15), which you can change at any point. You’ll be able to see overall analytics in the Analyse section of your account (if you have a premium account).

Here you can also favourite, retweet and reply here (16).

If you have any notes on this fan you’ll see a pin next to the users name (17). You’ll also see a blue box telling you how many times they’ve interacted with your page (18).

When you click the name of a user you can see a box where you can enter notes on that fan (19). You can also see some information about how many accounts they follow as well as followers they have (20) as well as how many times they’ve mentioned you (21). You can also see an overall Vibe sentiment for this user (22) and this will help you understand how positive or negative the user is about your brand.

You can also follow/unfollow and block a user here (23).

Don’t forget to check out our overview guide to using Facebook in Share.

While in Collect, click options on the subscriber list you would like to add the email to. This will bring up a smaller window. Here, click the ‘create custom opt-in email’ link.

This will take you to a new page where you can create the email. You will be presented with the following options.

• In the email subject you can type the subject of your email.
• The from address is the email that it will appear to have been sent from. As consistency is key, we recommend that the from address is the same as the one that is going to be used for future emails.
• The from name could be your company name. It’s important that the from name and address are associated with each other, to ensure the email is received correctly.
• The reply to field allows you to enter an address which any reply emails will be sent to.

In the following boxes you can either enter the HTML content or the text content for the email. It’s mandatory to include a link for the recipient to confirm their subscription and you can include this by entering the percentage character followed by opt dash in followed by the percentage character again.

Once you’ve created the email you can send a preview to see how the email will look to your subscribers. Once you’ve entered the email address, click the preview button. Once you’re happy with the opt-in email you have created click save.

In Collect, if you click the arrow next to the list, you will see the custom opt in email has been assigned to that list.

The top navigation section shows you how many fans you have (1) and which Facebook page you’re viewing (2).

Beneath this you can toggle between seeing all posts and only your posts (3) as well as find out how to create a data capture form for your Facebook page (4), great for gaining new subscribers. Finally, to the right of the page you can click to compose an update (5).

When posting an update to Facebook, the account you’ll be sending to will appear in a light blue (6). If you have a premium account you can send your update to multiple accounts at the same time, across both the Facebook and Twitter platform (7).

There are 3 tabs for posting an update, text (8), photo (9) and links (10).

Once you’re ready to send you can click the ‘Share now’ button (11), and if you have a premium account you can chose to send the update at a later date by clicking the ‘Share later’ button (12).

Next to any fan comments or wall posts you’ll see the Vibe sentiment (13), which you can change at any point. You’ll be able to see overall analytics in the Analyse section of your account (if you have a premium account).

You can also reply to comments and wall posts on this page (14).

If you have any notes on this fan you’ll see a pin next to the users name (15). You’ll also see a blue box telling you how many times they’ve interacted with your page (16).

If you click the name of a fan you can see a box where you can enter notes on that fan (17) and details on how many times they’ve posted and commented on your page (18). You can also see an overall Vibe sentiment for this fan (19), helping you to understand how positive or negative the fan is about your brand.

Don’t forget to check out our overview guide to using Twitter in Share.

Email responders are created in the same way that you would create an email campaign. You can create an email, to use as a responder, in all three editor modes.

Once an email has been created the next step is to assign the responder(s) you’ve created to the subscriber list. The responder can be assigned to more than one subscriber list. So here, go to Collect. Now click Options on the list you would like to add the responder to. A small window will appear, here click ‘Add email responder’.

This will take you to a new page where you can name your autoresponder and select the responder email you’ve created. Below this, you can select the time frame in which the responder is sent to the new subscriber. This can be up to 365 day after the person has subscribed. You can also select if the responder is only sent on week days.

Once you’re happy with the details, click save. A message will appear telling you the responder has been set up successfully. If you want to send a sequence of messages simply repeat this process for each message.

Now, if you click the arrow next to the subscriber list, the list will expand and shaded in brown you will see the responder you’ve created.

Whenever a new subscriber joins the list (for example through a data capture form) the sequence will start and they’ll be sent your emails according to the schedule you’ve selected.

Please note you must have created a data capture form in Collect before you can add it to your Facebook page.

How to use the Form Manager App on your Facebook page

1. Head over to the App’s page on Facebook and click “Allow” to access the App.
2. From the “Fan page” drop down, select the page you would like to add your data capture form to.
3. Select your Sign-Up.to form from the list. You will see a preview of the selected form in the area below.
4. You then have the option to restict access to your form to only those people who “Like” your business page. Choose “Enable” to do this.
5. If you enable this function, you can enter a message or some HTML code in the box below to encourage people to “Like” your page.
6. Click “Continue”.
7. On the next page simply click the “Add Sign-Up.to Form Manager” button to complete the process and be returned to your Facebook business page.

That’s it! You should now see “Sign-Up.to form” listed as a navigation tab on the left side of your page.

To rename the tab

1. Click on “Edit Page” in the top right corner of your Facebook business page.
2. Navigate to the “Apps” tab on the left hand menu.
3. Under the Sign-Up.to Form Manager App click “Edit settings”.
4. In the settings window enter the name you’d like for your tab and click “Save” and then “OK”!

To edit the App settings

1. Click on “Edit Page” in the top right corner of your Facebook business page.
2. Navigate to the “Apps” tab on the left hand menu.
3. Under the Sign-Up.to Form Manager App click “Go to application”.
4. Here you can change which form shows on your page, as well as amend the settings for restricting access to your form to only fans.

Firstly, to add an SMS list you’ll need to click the green ‘add list’ button. Remember, you can create as many lists as you like and they can help keep data organised. Once the button is clicked you’ll need to name the list and confirm it’s an SMS list.

Once you click ok the page will refresh and a green bar at the top of the page will tell you your list has been saved. You’ll also see the list within the folder you selected.

Now to import data click the ‘subscribers’ link which sits on the right hand side of the page. A smaller window will appear so here click the ‘import subscribers’ link.

On the next page you can choose your data file and choose which kind of import you’re doing. We give you three different options – adding, adding and updating, and adding, updating and deleting (existing data).

You’ll also need to accept our terms and conditions on this page. We only allow 100% permission based data to be imported. Once selected click the ‘Upload’ button.

Once the import begins you’ll see a message telling you your .CSV file has been submitted. On this page you have the option to return to Collect or import more subscribers into your list.

If you see a page asking you to review your column headers this is because our system has had difficulty recognising your data.  You’ll see two columns, the headers you’ve used against our supported headers, and here you can select the correct header to use. If you can’t find a suitable header you can also add a new one to the right of the page. At the very bottom of the page you’ll see a preview of your import.

When your import has completed you’ll receive an email detailing how many records were imported and which were rejected. Only unique subscribers will be added to your list.

If you want to add subscribers to an existing list click subscribers and a box will appear and here you can select ‘import subscribers’ to import further data. If you want to just import one or two email addresses select ‘add subscribers’.

First, in Collect click ‘options’ next to the SMS list you would like to add a message to. This will bring up a smaller window, so here click ‘add action’.

A new window will appear and here you can set your SMS keyword for the list (if this hasn’t been done already). To add a reply message, click the ‘set reply message’ tick box.

The page will expand and here you can enter the message you want to send people. For example you might want to thank your subscribers for joining the list, or send them an exclusive offer e.g. money off discount.

Once the message has been added, click ‘finish’. Back in Collect you’ll see the reply message has been added to the list.

In Collect, select ‘subscribers’ on the SMS list you’ve created. A smaller window will appear so here click ‘export subscribers’. We recommend regularly exporting your data, so you have a copy of your database, as well as any messages.

On the next page first you’ll need to name your export. The next step is to chose the subscriber details you’d like to export, for example their mobile number and email address. In the ‘answers’ column you can select the ‘SMS message’ option, which will ensure you can view the messages and/or responses you’ve received. Now click proceed.

On the dashboard, you’ll be able to open the data once the export has finished processing. Once complete you’ll be able to open the data and view all messages received.