XCAMPAIGN Light Online Help

Meet the XCAMPAIGN^light application through a short tutorial, where we will introduce you to the basic controls of the application so you don’t get lost!
You will see that the application will be easier for you.

You can create your own XCAMPAIGN^light start screen by selecting the desired themes via the Add a New Widget button. There are several to choose from in the Widgets Library selection window. Widgets that are already in use are displayed in gray. We recommend that you keep the Application Tips widget on the Dashboard. Here you will always find new tips and detailed instructions on how to use them.

You will encounter this icon very often in the XCAMPAIGN^light application. This is the context menu that can be used to get to the next menu of editing options or navigate to selected topics. You can always find in the menu at the top right.

You can go back from every open page within the XCAMPAIGN^light application using the icon you will always find in the menu at the top right.

The XCAMPAIGN^light application records your history of the parts of the application that you visited. You can simply display it using this icon. Click on the arrow to the right and it will expand the list of these pages. You can access the windows of the application that you last opened.

Below this icon, you will find the history of notifications about past operations that have been completed within the XCAMPAIGN^light application (e.g., data imports, various analyses, etc.). If an action has been currently performed, the icon will appear with a number that disappears once you view the notification or you click Got it.

With this icon located in the menu at the top right, you have a choice of three application theme. Choose a theme that is close to you and that you are used to.

You must have an active subscription variants to send mailshots. Once you register and approve your account, your Free Subscription is automatically activated.

From our subscription options in the menu Settings » Subscription » Current Plan you will surely choose the one that fits your expected volume of emails.

If you want to personalize your emails, you need to know more information about your recipients. The XCAMPAIGN^light application will guide you through the preparation process reliably and help your emails reach as many recipients as possible. You can find the management of the data structure that you will use in mailshots in the menu Settings » Data Structure.

In Settings » Sender, select the type you will use. We offer two variants of the sender, Default and Advanced. We ensure high delivery for both. You will automatically use Default within the free package. With a paid subscription, you can set up the Advanced sender. You can also use type Sender as a Service and we will handle the advanced sender settings for you.

As in many applications and graphical platforms, you can also use this tool in our application XCAMPAIGN^light. You will definitely need it when creating and editing templates. It allows you to move selected blocks to the place of your choosing.

Enter your login details and you can start preparing your mailshots. So that you don’t have to fill in your login details every time, use the Remember Login option.

You can change your password in the application at any time. Just go to the menu Personal Settings » Password to the part with the icon.

If you forget your login password, nothing is lost; we will help you restore it.

On the login screen, click I forgot my password. Enter your email address registered for XCAMPAIGN^light, Type the code that you see in the picture, and use the Send login data button to send your reset password request.

We will send you an email with a password recovery button to the entered address. Once you click on it, you’ll be asked to enter a new password and confirm it.

Do you want to change your password? There’s nothing stopping you.
You will change your password in the Personal Settings » Password section.

There are two options, you can either think of a new password or have it generated safely. For both of them you need to enter the original password in the [xc]*Your Current Password field.

If you create your own password, enter it in the Your New Password field. The quality of the entered password is checked and if it is evaluated as weak, it will not be possible to save it. We recommend using a combination of letters, numbers, and special characters in the password, and do not create a password that is too short.

Use the Generate Password option to create a secure password and it will be entered automatically in the right place.

Application’s Look
The settings for the color theme can be found in the menu at the top right under the icon. The environment and look of the application is entirely up to you. It depends on what you’re used to and what’s comfortable and readable for you.

You can add widgets to your Dashboard to create your own XCAMPAIGN^light homepage. By default, the widgets that we think are most interesting are pinned to the Dashboard. Open the Widgets Library simply clicking on the Add a New Widget button on the homepage.
You can freely move the widgets on your dashboard around or delete them by selecting the Remove widget option from the context menu.

Move Widget

Use the "drag & drop" option to move a widget:

These settings can be found in the Settings » Account Settings » Account menu. The settings are automatically filled in using data from your registration.

The Customer Name identifies you as the account owner and you will see it on the toolbar to the left of the icon.

Editable Items

Country and Currency for Showing Prices are important for purchases in the application.

Choose the encoding that your CSV files with recipient lists are stored in. The selected Default Encoding will be automatically applied when uploading the recipient list and will not need to be changed every time.

To confirm all of your changes, click Save.

The data you entered at registration is used to fill in the necessary information in Settings » Account Settings » Billing Settings. If there is any missing information, please add it; it is needed for generating an invoice for your purchases in the application.
If the information is incomplete, you will be asked to complete it during the ordering process.

If you have a menu Settings » Sender option Advanced Sender or Sender as a Service, you can set the e-mail address to which all responces will be forwarded.

This setting is useful, for example, if your customers are used to responding directly to your offers. However, these are usually sent from the system address.
If you enable this option, each recorded response will also be sent to the specified email address. You can then reply to it from the comfort of your mail client and any further communication is not recorded in the Mailshots » Responses (Bounces) menu.

If the majority of responses are automatic responses like Out of Office note, Mailbox full, Email address not valid or Unsubscribe address - then this setting is not recommended.

Before you start sending out emails, think about how:

You have three options of how to send mailshots from XCAMPAIGN^light to choose from.
Choose the best one for you. To make the decision easier for you, the table below compares the functions of each option. The third option differs from the second option only in that we will help you with the settings for an additional fee.

On the sender settings introductory page (Settings » Sender), you can choose from the above three types. You just confirm the selected type by pressing the corresponding button to use it.

You can change the selected sender type by clicking on Change Sender Type. Once you have finished setting the sender type to Advanced Sender, changing the type is no longer allowed.

The Default Sender is automatically available from us. It’s the easiest option to start with, so you can send mailshots as quickly as possible without having to set up. However, the sender’s email address is the same for all clients.
The sender is set according to the recommended standards (SPF, DKIM, DMARC), which guarantee high delivery.

With regard to response (bounce) management of your emails, these are automatically processed for paid subscriptions using the preset filters of the XCAMPAIGN^light application. Replies that are not caught by these filters need to be processed manually.

If you choose this option, you need to enter Name Used for Sending and Sender’s Email.
Do you use monitored links or image links in your emails? Then you have to choose URL, that will be used for them in the emails.

Before you can send your first mailshot with this type of sender, you need to make some necessary settings.

At first glance, you may not find the settings to be quite so simple. Don’t worry, we will guide you through the process safely.

You can also order the settings as a service. You can find out more here .

Are you interested in what other benefits your own sender will bring?

Response management can be either manual or automatic, according to the server’s DNS record settings and the subscription type chosen. You can read about both variants here.

First, decide which sender’s solution is acceptable for you:

If you decide to use an advanced sender, but you wouldn’t dare set it up yourself, or you don’t have the option to provide the settings, we will set it up for you.

This service is offered for a fee. The purchase of this service also activates an automatically renewed subscription Sender’s domain. The first year is included in the package with the sender’s purchase.

To order, click the Buy Now button and follow the instructions.
You can enter your own domain or choose from our suggestions, which you will find in the Domain Suggestions drop-down menu.

Your new address will be displayed in the confirmation field You are ordering this sender’s email address. The Select an address and continue button will take you to a procedure similar to the one you will find in the Subscription Payment section.

Once you have gone through the order process and paid for the service, you will receive an email about the status of your request.

Before the domain expires, a corresponding notification is sent depending on whether it is set automatic subscription renewal (the domain is renewed automatically when the subscription is charged) or a one-time payment (the user must renew the subscription manually from the context menu).

You must have one of the subscription options active to send mailshots. After registration and approval of your account, your Free Subscription is automatically activated.

For each variant, it is indicated how many emails can be sent in this subscription during the paid period. You can use the subscription for 30 days after purchase and for 1 year for the special annual offer. Unused emails are not transferred.

Once you activate any of the subscription options, the page content on the Current Plan tab changes.

In addition to the active subscription, all purchased (and as of yet active) packages are automatically displayed in the list. The report contains the following columns:

In this part of the application, you have an option to Upgrade Subscription. For paid subscriptions there is also an option to Buy a Package.

After clicking on the button to activate the subscription or package, the order wizard will start automatically. If you decide to finish your purchase at any step, use the Cancel button.

Subscription Activation

In this step, you can see which item you have chosen to activate and what amount will be paid.

Package a Purchase

You will be redirected automatically in this step if Your Purchase in the XCAMPAIGN^light application was successfully completed.

Click the Back button.

The activated subscription (or the package) will now be included on the Current Plan of the Subscription tab.

Information about the subscription update, including the generated invoice, will be automatically sent to the address specified in the account settings.

On the Payments History tab you can find an overview of all your purchases in the XCAMPAIGN^light application, regardless of their status.

You can filter the list using predefined filters. Just limit the payment period with the filters Paid from and Paid to or choose only Paid or Unpaid invoices.

The payment report contains these following items:

Once you send a mailshot, it will appear in this list, along with information about the number of emails that have been subtracted from your subscription. By default, the list shows mailshots sent in the last calendar month. You can use the filter to select another period.

When sending mailshots, active prepaid emails with the earliest purchase date are drawn from first.

You can see the following data in the list:

Select the Data Structure option from the Settings menu and open it. You have three partially pre-filled columns in front of you.

If any of the columns you added are no longer needed, you can remove them by using the Delete option. You can find it in the context menu.

This repository stores all the files you use in your campaign.
You can add new files (supported formats are jpg, png, gif , txt and PDF) here using the Upload New File button.
Click Choose and then Upload to upload a file from the device. You can upload a 5 MB image to the gallery without any problems. Images with a resolution exceeding 1500 px will be automatically ajusted.

The pictograms located at the top right allow to you to select one of two types of image preview views - either in a table or a line. It’s up to you what view will suit you.

Files can be sorted by category of inclusion and chronologically by date of insertion using a simple filter. If you use the All files option, you will also see all the system files that were uploaded to your account along with the mailing template from the Template Library section.

All exported address lists are located here Settings » My Files » Downloads for a limited period of 5 days. You have the option to download them to your device using the context menu, or to delete them. Each of the lists also contains information about the exact times the export started and ended.

The bottom line is to have the right data in the directory. Therefore, you need to prepare a file with the recipients' data. It is necessary to prepare a file with customers' data in a spreadsheet editor, such as MS Excel.

Haven’t created the file yet or don’t know how to prepare it?

You can examine our examples of files. We’ve prepared the following option for you according to your current data structure setup.

You can find it directly in the menu Recipients » Create a List.

Sample lists are available either in XLSX or CSV format. Download the desired file type and replace the sample data - either manually or by exporting data from your internal database (for example, from your CRM). Save the file.

Simply copy the header (i.e., the first file header) to the clipboard using the Import File Header option and paste it into an empty spreadsheet editor. Add the recipients' data and save the file.

You now have the file ready and you can create an address database, i.e., Create a List in the XCAMPAIGN^light application.

There are two possible ways to create (or more precisely, upload) New List of Recipients in the XCAMPAIGN^light application:

In both cases:

If the recorded data was not completely in order (e.g., it contained an email address in the wrong format), the corresponding row will be mentioned in the notification file.
In this case, we recommend checking the file, correcting the data and reloading the file. If you don’t, this email will be taken out of processing (i.e., fewer emails will be created than were requested and deducted from the subscription).

All the lists of addresses that you have uploaded to the application are stored here, and you can also manage and search through them using filters. You can Search by List Name and you can also specify the time when you created it or search for a specific email address. You can find out what list or lists the address you are looking for is in. For each list, you can immediately see the number of recipients stored in the list. The item Active Recipients shows the number of addresses available for sending.

Use Create a New List option to add more address lists.

In the context menu, at the end of each line, there are additional options for managing lists:

Are you interested in the data that was imported in the selected address list?

Select the address list you are interested in from the menu Recipients » Lists and click on its name to view its details. You can also use the View option in the context menu to the right of the list name.

In the details of the list you have the information clearly divided into three tabs.
In addition to the Recipients tab, which opens automatically, when you view the recipient list details, there are Data Structure and Used In Mailshots tabs.

This tab shows the first 100 email addresses along with other data (e.g. first name, last name, etc.). This is the data you entered when you created your recipient list. You can use the Search recipients by email option to select only addresses from the list that contain specified sequence of characters.

The names in the first row in the overview correspond to the column names in the import file and can be used to personalize mailshot content or its subject.

For each address you can see its status, which determines whether the address will be used for sending.
There is also context menu with which you can use the recipient’s data Edit or Delete.

You can also manage the entire address list - e.g. Edit Language of address list or Edit List Name, Add New Address or use other options offered in the context menu.

Change language

Context menu options
There is again a context menu with options:

On this tab you can see what columns were loaded when the file was imported.
The names listed in Column Name can be used for personalization of the mailshot.

The repository in the Recipients » Lists » Waiting Requests menu is used to temporarily preserve ongoing list imports.

The moment an import is successfully completed, it is automatically removed from here. If the import fails to complete for any reason, you can find it here.

Using Add New Address option to open a form to enter one address into the selected list. Only those fields that were included in the original list are always available. Fill in the required fields and save.

If the list is empty, the option is not available. Wait for the first registration to this list, or upload the required data using the option Import New Recipients. This will define the expected data structure and you can enter the next address directly here.

An overview of all recipients stored in your database is available in the menu Recipients.

You can see the details of each contact, edit them and look at the history of usage in mailshots.

Are you looking for a specific email address? Type the address or part of the address in the text field Search recipients by email and click on the Search button.

A list of recipients can be filtered according to their address status. Click in the file with text All statuses, select the desired status from the menu, and click on the Search button. The description of the individual statuses can be found in the chapter Recipient Details.

Choose the Recipients option and click on the Export Recipients button. You can then access the Export Recipients form where you need to fill in all the fields.

After you have filled in all the values, use the Export Recipients option. You will be automatically informed about finishing the export (see more information here).

The exported file always contains the following columns:

You can find the Create a New Form option in the menu Recipients » Forms.

First you will be prompted to enter a form name and select a form language.

Use the language to determine which default set of texts is uploaded to the editor. If you have selected the I need to work with more languages in the Settings » Languages menu, the selected language will be used as a form language and it will influence the menu of recipient lists which you can choose from.

You might change the name later. However, the language choice cannot be edited backwards.

The form creation wizard will start automatically if you click on the Create button.

You will create everything you need for the registration process in one place. You can see the individual steps clearly and their status in our guide.

Use the button on the right to open the detail of each step.

In steps 2-5, this button opens the editor, for more information about using it, see here. When you return to the list of steps from the editor, the step is marked as completed.
You can continue editing already completed step as needed.

In addition to the individual steps, you can also Edit Form Name in the form detail or use the available options from context menu.

There are several ways to test the whole process:

You can check the individual steps continuously using the Preview in the editor. This will check the design and content of each step. We recommend that you do this review again before you publish the form.

Each form for which you have completed at least first two steps has an option in the context menu to test it.
After clicking on the option Test, a page with the form will open. Enter the test address and go through the whole process just like your signup subscribers.

In order to test the whole process, the entered email address must exist. Otherwise, it will not be possible to complete the registration (confirmation email will not be delivered).

As soon as you publish the form, we recommend that you try to register from your website directly. Make sure you’ve copied the HTML code correctly.

If you do not want a registered address in your list, make sure you deactivate it.

If you have successfully completed all the steps, you will see the Publish button at the top of the page.

Once you click on it and confirm your choice, the form will be uploaded to the XCAMPAIGN^light server.
At the same time, the Form HTML Code page opens.
Use the HTML Code option from the context menu to view this page any time later.

Do You Want the Form to Be a Part of Your Website?
Click on the icon to copy the part marked in the image.
Paste the code into your web page where the form should be displayed.

Do You Want to Display the Form after Clicking on the Link?
If you want to use a link to the form on your website or in the content of an email, copy the link provided in the section. Copy using the link to the right.

You can also publish the form using the Publish option in the context menu.

All signup forms that you create are available in one place in the menu Recipients » Forms .

The information displayed in the overview depends on its current status.

In this section you also have the Create a New Form option.

If the design and content of the page suits you, you can go to the next step.

You can end editing at any time by pressing Done button. Until you publish changes, they will not be available to unsubscribed recipients.

In this part, we have prepared the content of the page for you, which will be displayed to the unsubscribed customer after a successful unsubscribe.

Depending on your settings, this can be in the following two cases:

If you like the page content, you can finish editing with the Done button. Until you publish changes, they will not be available to unsubscribed recipients.

The design of the page determines the settings it uses Unsubscribe Confirmation Page.

A general description of the editor can be found here , if necessary.

You can edit:

To get the New Mailshot ready, select Create a Mailshot from the menu.
An option Create a New Mailshot is also available from the Mailshots » Mailshots.

You start by naming the New Mailshot. Do not worry, this name can be changed at any time during and after preparation. The name is only used by you so that you can easily identify it.

If you have chosen in the Settings » Languages section the I need to work with more languages option, then you need to specify which language type of the mailshot you are creating. The Mailshot Language option is useful for this purpose. The selected language cannot be changed after creating the mailshot.

If you use paid subscription you are offered the choice To whom do you want to send the mailshot?
You can send the mailshot To recipients from your own list, or you can rent the addresses.

If you are creating your first mailshot, please pay attention to the following chapter. Otherwise, you can continue preparing the mailshot.

We will always guide you safely through the mailshot’s preparation in these four steps:

Step 1 Sender Selection

Step 2 Recipients Selection

Step 3 Entering Subject

Step 4 Mailshot’s Content Type Selection and its creation

You can come back to all of the steps later from the menu Mailshots » Mailshots.

If you’ve successfully completed all these steps then you’ll see buttons at the top of the page to send the mailshot.

It doesn’t matter how you’ve added content to your mailshot. You can always edit it directly in the XCAMPAIGN^light application.

The editing method depends on the type of mailshot content you choose:

In all three cases, you’ll run editing from the mailshot’s details (by clicking on the Modify Content button under Mailshot Content).

Do you need to send a mailshot?
If you have finished with mailshot preparation including it’s testing, then nothing is stopping you from releasing the mailshot to the sending process.

You just need to specify when you want to mail it out. You can choose from the following sending options:

Both choices are available from both the context menu in the mailshot overview and in the mailshot’s details.

Cloning a mailshot is another useful tool in the XCAMPAIGN^light application.
You can clone any completed or draft mailshot. You can find this tool in the context menu in the details of every mailshot.
Name a new mailshot and choose the Clone option. It will then appear in the mailshots overview.

If you use multilingual mailshots, you can specify Mailshot Language, to which you will copy the original.

A summary of all mailshots in any of their statuses can be found under Mailshots » Mailshots.

You may know the response to delivered emails by the term "bounce." Bounces can be sent by the recipient’s mail server or by the recipients themselves. Remember that you are required by law to process "Unsubscribe" responses.

If none of the monitored keywords are found in the response, then it is automatically included in the list of responses requiring manual processing (menu Mailshots » Responses (Bounces)).

It is your responsibility to check for unprocessed responses periodically and manually process them.

The application regularly checks if and how often you process the responses. If a violation is noted, you will be notified of the situation and depending on your subscription type, you may not be able to send the prepared mailshot.

"Free" Subscription
With this subscription option you must not have any unprocessed response older than 48h at the time you want to send the mailshot. Otherwise the mailshot cannot be sent.
You are also alerted to this fact by a warning in the Emails Responses Overview widget and at Sending Mailshot.

Paid subscription
For paid subscription options, you must not have an unprocessed response older than 48 hours.
If you have an unprocessed response and send the mailshot anyway, the recipients from whom the response came will be excluded from the mailshot. You will be able to use them for mailshots again once you have processed the responses.
You can also find such excluded addresses in mailshot reports under the Unprocessed response option.

You are also alerted to this fact in the Emails Responses Overview widget and at Sending Mailshot.

The overview shows:

The chapter Responses Management explains how to process these responses.

For each unprocessed response (menu Mailshots » Responses (Bounces)) you can find the context menu which contains the following options:

We will guide you through the steps in the following chapters.

Please note that this functionality is only available for paid subscription.

Sending mailshots to rented addresses has its own specifics. Please pay attention to the following information:

If you decide to rent addresses, it is important to choose correctly who you address. Based on your specification, we will prepare addresses that match your criteria.

You can create the specification:

You can create a specification using a simple wizard. The number of steps available depends on where you create the specification. We will explain the whole process by creating a mailshot that contains all the steps.

As usual, you can start creating a new mailshot with rented addresses by selecting the menu item Create a Mailshot.

In step To whom do you want to send the mailshot? select I want to rent addresses.
You will see a box Select a saved specification or create a new one:

Before you continue, make sure you have named your mailshot and selected the correct mailshot language (if you are working in a multi-language mailshot). This is the same as creating a mailshot sent to your own address list. If you haven’t sent a mailshot yet, you can find the information you need here.

To create a mailshot, click on the button Begin.

Mailshot to rented addresses has the same steps as mailshot to own addresses.
There are differences due to the character of the addresses. We have kept the order in which the steps are listed, although you will always start with step 2 when renting addresses. This is to prevent you from being confused by the movement of items.

Step 1 Sender
It is only active after step 2 is completed.

Step 2 New Specification
You will start with this step every time.

Step 3 Entering the subject of the mailshot

Step 4 Content of the mailshot and its finalizing

All steps can be reviewed later from the menu Mailshots » Mailshots.

If you have successfully completed all the steps, you will see buttons at the top of the page to send a mailshot.

When sending a mailshot, you will see how many rented addresses the mailshot will be sent to. The date and time of when the earliest the mailing will be sent is also indicated here.

All specifications, that you have saved or that have been created automatically are available in the menu Recipients » Address Rental.

Using the Create new specification option, you can define more at any time.
The process is the same as when you create a specification directly for mailshot, but you only have a step Specification without a tab Exclude.

The list includes:

The date and time of creation is indicated for each item.

Details is opened by clicking on a specific row or by selecting Edit option, found in the context menu.
If the specification is not used in the mailshot, it can be deleted from the context menu.

The XCAMPAIGN^light application displays all finished and sent mailshots in the main menu in the section Reports » Mailshots Overview.

You will find out when and how many emails were sent and delivered.
You can filter them by name or you can extend the filter using the option More Filters. Then you can specify the date when each mailshot was created.

You’ll see the number of emails for selected indicators on each of the lines and also the report’s preview on the right. Among the indicators presented here are Delivered, Opened, and Clicked emails.

You will also find the context menu for each of the mailshots with the following choices:

The following statistics are available:

The XCAMPAIGN^light application offers two types of analyses (Reports » Recipient Analysis)