This article contains the following topics (click on them to jump to the corresponding place):
- Menü: Campaigns
- Menu: Contacts
- Menu: Emails
- Menu: Web-Triggers
- Menü: Sales Pipelines
- Menu: Notifications
- Menu: Tasks
- Menu: Settings
- API Information
- Menu: Help
Click on the menu item "Campaigns" to go directly to the campaign overview. Here you can create and edit your campaigns.
Under All Contacts, you can access the Overview. Here you can manage your contacts. With the advanced contact filter, you can segment your contacts by all possible criteria. You can find out more about this under Contact Filter. From here you can immediately assign your filtered contacts to a campaign or newsletter.
Under Contact fields, you can create and edit contact fields, which you can use, for example, in your forms. Text fields, selection lists, user permissions and number fields are available to you. You can read more about this here.
Under Tags, you can see all the tags that you have assigned. Tags are small notes that should help you to better classify the contact. You will not usually visit this page unless you want to tidy up your tags. You create your tags directly in your campaign.
Under Scheduled actions, you will find all planned processes, e.g. newsletters, displayed in a clear manner.
Under Import, you can add your contacts using a CSV file. You can find out how to do this under Import Contacts.
ATTENTION: Have the emails been confirmed?
Are you dealing with data that can also be used for email marketing? In order to be GDPR-compliant, your contacts must have completed a double opt-in process. Under the tab Contact Fields, you can create new contact fields for your form. You can find out how to do this under Set up contact fields.
Here you will find everything you need to know about your emails.
The Overview shows you which emails have been sent from your system. Under Details, you will find an overview of the verified open rates for your emails, how often links were clicked and how many people unsubscribed. You can also subdivide your overview so that only the campaigns or newsletters are displayed.
Under Templates, you will find an overview of your newsletter templates. By the way, you can generate a new template from each email. You can also create new templates here.
The Statistics tab provides you with the complete statistics of the account: How many people have received and opened your emails, how many have unsubscribed, how many have reported your email as spam and how many emails have bounced back? You can get this information at a glance here.
Under Sender, you can determine which sender email address you should use to send your emails.
Tip: Your own domain
It's best to use an email address with your own domain, such as email@example.com.
Click on the lightning bolt to go to the web events. Here you can create your domain and configure tracking events for your domain.
Menü: Sales Pipelines
Here you will find the integrated Sales CRM (from a Basic account).
Under Pipelines you can create your pipeline(s) and manage the "reasons for loss" - the reasons why opportunities were lost.
Under Statistics you will find the performance evaluations by stage and by time, conversion for closings and cancellations, the total deals as well as the top reasons for loss.
You can read more about the Sales CRM here.
Under the menu item, you will find all the information about your notifications.
In the Notification History, you will see all the notifications that have been sent so far. The table tells you whether you have viewed the notification (the eye), when it was sent, which one it is, in what form it was sent (by email or push notification) and how many contacts the notification contained.
Under Manage Subscriptions, you can see which notifications you have subscribed to. As an admin, you can also see to which notifications your sub-users have subscribed. You can also see which campaigns the notifications come from, what type of notification it is and when it was created. You can edit and customise the respective notifications by clicking on the blue pencil icon.
Under Browsers, you can see all your created browsers on which the notifications are delivered. You can also create new browsers here.
Under the menu item Tasks, you will find your current printing tasks for serial letters.
Log into your host and click on "Settings" (the gearwheel) in the menu bar on the left-hand side. Here you can create a username, change the password for the system, upload a user picture, choose the colour of your icon and set language and regional settings for the system.
Under All Users, you will find an overview of all users and can create new ones. Under Roles, you will find your created roles and can create and manage new ones (see User Management).
Under Account Settings -> System -> Profile, you can also upload a logo, enter your address details and create your own fields (i.e. your own placeholders)
The legal notice of your emails is created based on this. Please enter your data accurately to ensure everything is done in a legally compliant manner.
Note: Legal notice required
According to Section 5 of the German Telemedia Act (TMG), it is mandatory for commercial websites and commercial emails to have a legal notice in the email signature - a link to the legal notice is not sufficient.
Info: What belongs in the email signature?
Companies with commercial register entry:
- Company name
- Description of legal structure
- Place of the commercial settlement, register court and number of the commercial register entry
- GmbH: Indication of the Managing Director and, if available, the full name of the Chairman of the Supervisory Board
- AG: Indication of all members of the Board of Management and the Chairman of the Supervisory Board as well as designation of the Chairman of the Board of Management.
Companies without commercial register entry:
- First and last name of the shareholder(s)
- For private corporations, this addition or the abbreviation GbR
- Summonable address of the company or entrepreneur
- Trade name can be included
Here you will find all the API information (from a Basic-Account) you need if you are building an interface to or from Quentn. Detailed information can be found under API Documentation.
Here you will find a direct link to our documentation and to our ticket system.