Contacts Overview of the entire address pool as indicated in the info box: “In this area you will find a list of all contacts registered to your account. Via import or the system interface, contacts can be added, edited or deleted manually.” To the right of the info box you will find an overview of your total contact amount, the number of active contacts and the number of unsubscribes in your contact portfolio.

Contact Inventory Distribution

Below this is a diagram showing address distribution, listed and color coded by:
  • Contacts with active status
  • Contacts without permission
  • Blocked contacts
  • Unsubscribed contacts
This overview is followed by a listing of all individual addresses, except for the unsubscribes.
TABS “EMAIL ADDRESS”, “FIRST NAME”, “LAST NAME”, “ZIP CODE” and “CITY”
The checkbox to the left allows marking individual contacts. It  is followed by a color-coded circle symbol indicating the individual contact status:
  • Green = active contacts
  • Orange = blocked or blacklisted contacts
  • Grey = contact without permission
The color scheme equals the one used in “Contact inventory distribution”. The individual email addresses are then listed, followed (if available) by first name, last name, ZIP code and city.
TAB “SCORE”
Clicking the bar symbol will open the “Individual contact report”. Individual contact report This report provides: a) The Email address, followed by a link „edit contact“ leading to the contact details screen where you can view and edit certain values. Most of the fields are selfexplanatory or have an info button explaining their use: Contact Details In the section „Mailing History“ you can request past mailings as a quick test – the selected mailing will be sent as a test mail to the user currently logged in. Just click the envelope symbol to do so. For this quick test you can only send a mail to one person at a time. Mailing History Instead of the current user’s address you can select another one – just use the drop down list in the screen that pops up after clicking the envelope symbol: Send test mail This option is also available for historic Trigger mailings triggered by a contact event.   Please note:  The list displays all regular or trigger mailings a contact has received. The number at the bottom („Summary element“) includes bounces from test mailings as well. These test mail bounces will be registered and can also cause blocked contacts. Versandhistorie 2 However, this discrepancy can only occur for contacts used in test mailings or test lists. b) Socio-demographics: depending on the information at hand, you can view first name, last name, gender, age, nationality etc. c) Subscription date including time of subscription, also the contact source (manually created, importation or via GUI/ API, e.g. from your registration page) d) Status & permission: view the color-coded status for this contact (active, blocked or blacklisted). Furthermore you will find information on the underlying permission for this contact. If there is a permission, its type will be displayed (e.g. „Active contact | Double Opt-In including consent to single user tracking“). Please note: You can only obtain significant response analyses and react appropriately when your contacts have given consent to single user tracking. Taking into account that only the double-opt-in procedure is legally safe (for German-based providers), the only permission method we can recommend is „Double Opt-in including consent to single user tracking“. e) Received Emailings: Total Emailings, received triggers and received DOI mailings are listed here. f) Ad pressure: shows the average amount of mailings delivered to this contact within one week. g) Response: lists the most important key figures for contact response behavior:
Openings
The ratio „openings rate unique“ is displayed in percent (the number of recipients who have opened the mailing at least once. Multiple openings are not considered). Openings unique: shows the total figures for these unique openings. Openings total: shows the absolute number of openings, including multiple openings by the same recipient. Multiple openings rate: this ratio shows the relation between unique openings and total openings. An example: 10,000 recipients have opened at least once, the total amount of openings is 17,500. The ratio would be 1.75.
Clicks
Same as for the openings, the ratio „clickrate unique“ is displayed first (recipient has clicked at least once, no multiple clicks considered). It is followed by the figures for clicks unique (number of recipients who have clicked at least once) and clicks total (total number, including multiple clicks). CtO rate: this ratio describes the proportion of clicks to openings using the formula: CtO rate = total number of clicks (per recipient) divided by total number of openings.
Bounces
Bounce rate total: shows the ratio of bounces (recipients where the mail could not be delivered to) in relation to the total amount of contacts in the mailing list. It is followed by the total numbers of hard bounces (definitely not deliverable) and soft bounces (temporarily not deliverable).   h) Preferences: Shows the top 3 email clients the mails were opened with, followed by the devices used and the mail format distribution (HTML or text). i) Reports:
  • opening evaluation – openings subject line content at word level: here you can see a color and size coded analysis of the opening rate for the selected contact. Word size stands for frequency of a word in the subject, color indicates the achieved opening rate.
  • opening evaluation -openings for the weekday and time of day: first you can select whether only the initial opening, or all openings should be considered. The following 3 checkboxes allow filtering by:
    1. highest opening probability by weekdays and time of day
    2. highest opening probability by weekdays
    3. Highest opening probability by time of day
The results are displayed as bar symbols in a calendar-like graphic (MON-SUN, 0-24 hrs).  A blue bar indicates openings on desktop devices, an orange bar openings on mobile devices.

Contact Filters

Contact filters serve the purpose of contact segmentation. They can be used in the context of mailing list and reporting creation. The contact filters homepage „Contact Filter Overview“ displays all currently available contact filters. These may consist of multiple subfilters.

Contact Filter Overview

Contact Filter - Overview Important: the result sets displayed here reflect the state of the database at the time of the last refreshment. They may not be up-to-date as long as you don’t refresh. This will automatically be done in the context of dispatch preparations. To the right above the list you have 4 buttons: Create contact filter,  update contact filters, copy contact filter and delete selected contact filters. Contact Filters - Buttons Some filters cannot be deleted: those currently used and the standard filters: all unsubscribed contacts, all active contacts, all contacts without permission, all hard bouncers and all soft bouncers. The checkbox to the left allows marking one or more filters. The icon next to it provides information about the filter type (mouseover): „Standard contact filter“ (for default filters) or „contact filter“ (for custom filters). The column „Contact Filter“ shows the filter name as a link. Clicking the link opens the screen „Editing of Contact Filters“, enabling you to edit settings and filter conditions for the selected contact filter: Editing of Contact Filters Furthermore you can view the filter name, the API ID (unique identifier for the filter), the link „save contact filter and create target group“ (target group = mailing list), the filter type, creation date and creator, actuality with refresh link, the currently achieved score at time of last refresh, usage (if the filter has already been used), and the existing filter conditions.

Updating Contact Filters

Please note: A mere update of contacts in your list will not automatically update all existing contact filters. Besides
  • updating contact filters manually or
  • via API following an update request
contact filters will be updated automatically in the course of following actions:
  • dispatch of scheduled emailings (mailing list, included contact-filter based display)
  • collective trigger mail dispatch on contact filter level (mailing list, included contact-filter based display)
  • contact jobs
  • contact export
  Back to the contact filter overview: The column „subfilter“ shows the amount of subfilters contained. The column „contacts“ shows the number of individual contacts matching the respective filter. Clicking the linked number calls the screen „Contact Hit“ displaying the contact’s email address and, if available, first and last name. „Percentage of total portfolio“ is a ratio for the relation of the contacts covered by a filter to the total amount of contacts in your portfolio. It is displayed in percent. „Score“ shows an analysis of opening, click and bounce rates, graphically displayed by asterisk symbols. You can adjust the settings for the score base and the thresholds yourself in the „settings“ area („Settings/ Lists & Contacts/ Scoring“). Please consult the section „settings“ of this manual for more information. To the right of the asterisk symbols you may find a red exclamation mark for context-related information, e.g. when the average bounce rate has increased. Filter selections based on openings or clicks can be enriched by operating system, email client or client type. Filter selections based on bounces can be enriched by bounce code or bounce type. You can also make a contact filter selection based on bounce or blacklist status, i.e. you can create contact filters where you can select contacts which have been deactivated due to bounce policy or blacklist handling: Criterion Editor 1 Criterion Editor 2
 Filtering by Domain Type
All contacts will be assigned a domain type, depending on their email address domain. If needed, this is done on a daily basis. Possible domain types are business domains, webmailers, ISPs and Telcos, bot domains, disposable email domains and other domains. Domain Type If the domain type is business, the allocation to a certain industry branch will be done according to the Federal Statistical Office’s key. This can, if necessary, also be done on a daily basis. Depending on the sectoral breakdown for industries, branch selections can be broken down into up to 3 levels.   Actuality: Here you can see how up-to-date your filters are. An orange symbol indicates that the filter is not quite up-to-date, a green symbol indicates that everything is fine. Next to the symbol you an see the time when the last update was done, followed by a link „Update“. Please click this link to refresh coverage of your contact filter.

Creating a New Contact Filter

In the contact filter overview, click the button „Create new contact filter“. The screen „Creation of Contact Filters“ will appear: Creation of Contact Filters Please enter a description for internal use first. Then click the link „Add new filter“. This will open the „Criterion Editor“ for adding filter criteria: Criterion Editor
Criterion Editor
Creating a contact filter requires at least one criterion. You can create multiple criteria within one filter rule. A separate line is required for each criterion. The required operators are available in the selection list. As an example, for „Contact field value“ these could be „is equal to“, „is unequal to“, „is in the list“, „is not in the list“, „contains“, „does not contain“ etc. Starting Number: You can either begin with 0 contacts and add contacts, or select „all contacts“ or „all active contacts“ and then subtract contacts. Choosing the option „all active contacts“ will only select email addresses eligible for dispatch. This means that contacts with status „blocked“ (by bounce policy or blacklists) will not be selected, same as unsubscribes. However, „all contacts“ will select addresses with any status. Set Operation: If you had previously chosen „0 contacts“ the only available operation will be „add contacts“. For „all contacts“ you can either choose „remove contacts“ or „Select control sample“ (a new, random sample will be generated upon each filter coverage update). Select Control Sample:  In the following, specific section „amount of contacts“ you can either select a specified number of contacts,  or a certain percentage of the entire contact portfolio. When selecting „all contacts with active status“ you have the additional option „Create intersection“. This enables you to create filters like „create an intersection of the number of contacts with active status and the number of contacts where the value in the field „last name“ matches „Doe“. Basis of Selection: Basis of SelectionThe most frequent type is „Contact field value“. Depending on the contact fields/ values existing in your account, you can create all kinds of criteria here. The available operators depend on the data field type: example: if you have a contact field „Age“ with numeric values, the operator can be „is greater than“, „is equal to“ and so on. For a text field like „Email address“ possible operators are „contains“, „starts with“ etc. An example: You intend to add all female contacts to the starting number „0 contacts“. This requires a valid entry in the field „Gender“. Basis of selection would then be „Contact field value“, the filter condition „Gender“, operator „is equal to“, value „female“: Example for criterion Further variants would be: Geographic reference, Response property, Belonging to a mailing list or contact filter, Contact import affiliation, and Contact events.
Examples for ‚Basis of Selection“
Basis of Selection „Contact Import Affiliation“
When selecting „Contact import affiliation“ you can create criteria such as „created by“ (a certain) „Contact import“ etc… Contact Import as Criterion Please note: automatic FTP contact imports will only show here when tracking has been activated upon creation  of that FTP import.
Basis of Selection „“Response property“
If you select „Response property“ you can filter your contacts by response behavior such as „has been sent“, „has bounced“, „has opened“ etc.: Filter by Response Behavior The  option „has replied“ can be further enhanced by the following conditions:
  • Limitation“ where you can specify the timeframe for the replies received
  • Time„where you can specify the time of day when the replies were received
  • Mailing“ where you can specify replies to a specific mailing or even dispatch (mailing) filter
  • Returned Mail Category“ such as manual reply, absence notification etc.
=> further operators will be shown when you select one of these options. Options for Recipient Replies When selecting „Contact Field Value“ as Basis and „Email address“ as criterion you can now filter Maileon system users as well. This feature is very helpful in easily creating internal test lists. An internal test list is very useful for conducting test mailings prior to the „real“ mailings in order to do a final quality check. Select Maileon Users
Basis of Selection „Geographic Reference“
Choosing this option opens a geoselector interface where you can choose from various actions: load a standard area, load a custom area (if created beforehand), create a circumcircle search, create a journey selection, create a population density selection. Since address portfolios vary strongly, we recommend trying out the various options best suited for your purposes. Depending on your selected action, further context-related steps might be added to the workflow. Geoselector
Base of Selection and Criterion
=> after having created (and saved) at least one filter condition you can click the button „Save contact filter“ to have the new filter available in your account. Contact filters enable you to do selections with utmost precision. If you transfer information to our system, for example by the use of contact events like „purchase“, you can create RFM-based contact filter rules. The minimum information required would be: when did the contact recently purchase (Recency), how often did the contact purchase (Frequency) and how much money was spent (Monetary). A useful contact filter rule could then be: „Select all contacts where the average value of the contact event property purchasing price is equal to or larger than EUR 50″. This example could then be used to submit a reward (bonus coupon etc.) to the selected contacts.  

Contact Import

We distinguish between normal imports (by dint of a guided workflow) and unsubscribes import.

Contact Importation – Overview (Homepage)

MANUAL CONTACT IMPORT Contact Importation - Overview This screen shows all completed contact imports for this account. To start a new import, please click the button „Start new contact import“. The overview shows import name, progress, start date & time, importer (email address) and the link „Statistics“. This link calls the screen „Import report“. Import Report Here you can view information about the contacts added or modified by the import: identifier, importer, date of import, length of time and details. The details section shows the number of processed contacts, problematic contacts and the number of added or updated contacts. Updated contacts had been in the system before the current import was done, but new fields or values have been added. Furthermore you can see the number of rejected contacts, and those who have unsubscribed in the meantime. The link „Download import report“ enables you to export the import report.

Start New Contact Import

After you click this button you will first view a selection for the import type: Type of Import
 1. Regular import of contacts by csv contact file
Please click „continue“ to proceed to the first step in this workflow. The workflow has 4 steps: upload file, text conversion, contact fields & duplicates, permission & importation.
Step 1: Upload File
In this step you load your CSV, TXT or ZIP file to our server. You need to enter an import description, then click „Upload contact file“. A successful upload will be indicated by a green symbol followed by detailed information: „Contact file <File name> (<File size>)  Upload to server succesful!  (Delete File). If you like to reverse the process, just click the link „Delete File“. If everything is fine, please click „continue“. Import File
 Step 2: Text Conversion
Your import file may be subject to specific formatting. Please do the required settings here. You can check the result for correct character representation and column separation in the live preview. Maileon requires knowledge about creating CSV files. You can find general information and further links about this topic here. Text Conversion File Formatting: The default character set (charset) can be changed using the selection list. The system will try to recognize the charset upon file upload. Important: incorrect charsets can lead to erroneous output, frequently affecting the salutation in your newsletter. The two selection lists allow changing the datafield separator (default: semicolon) and the decimal point (default: comma). The checkbox „Header available“ should be marked if your file has a header line which is not supposed to be considered in the upload. Contact Preview: This preview shows the first 20 contacts in your file in order for you to check whether they are properly formatted. If everything is fine, please click „continue“.
Step 3: Contact Fields and plicates (Contact Field Assignment)
Here the mapping is done: you allocate the uploaded datafields to the ones in your account. Contact Field Assignment: Here one exemplary contact and its values from your upload will be compared to the existing contact fields in the account. This is to ensure that the uploaded values will be stored in the correct fields. Contact Upload - Mapping You can change the fields using the selection lists: Correct fields allocatedUse the arrow symbol next to the example contact to page between several (or all) contacts in your file. An example: the uploaded file contains the dataset jane.doe@company.com;Mrs;Jane;Doe; The field value jane.doe@company.com should be allocated to the account data field „Email Address“, Mr to the field „Salutation“, Jane to „Firstname“, Doe to „Lastname“. Of course you can upload as many fields as you have in your account or even add new ones during the upload process. Depending on your business, many options may make sense (e.g. shoe size for a shoe vendor, favorite author for a bookstore, etc…). Use the button „Add new contact field“ to add new fields. The new fields can then be mapped immediately. Import Options: This section offers several options for dupe (duplicate) and unsubscribe handling, contact import filtering and tracking. a) Method for dupe handling: Here you can specify system behavior when contacts which are already in your account or exist multiple times in your upload file. The options are:
  • update existing contacts: field values in the account will be overwritten if your upload contains differing values, fields in your account without values will obtain values if these are uploaded. In other words, the information you have uploaded will be regarded as applicable, latest information.
  • update existing contacts (ignore meaningless values *)): same as above but empty fields will be ignored.
  • do not update existing contacts: this option ignores uploaded, new information for dupes and the data in your account will remain untouched.
*) Meaningless values in the contact import are empty fields; this will ignroe all import cells without content. b) Unsubscribe Handling: the checkbox „ignore and do not reactivate already unsubscribed contacts is marked per default. Please mind that contacts who have already unsubscribed have refused their permission to receive advertising materials according to German legislation. c) Contact Import Filtering: „Ignore importing contacts with non-importable values“: If the system finds values during the import which cannot be recognized or imported, you can adjust system behavior here: either have the system still import these values, or refrain from doing so. If the affected value is the contact’s email address, the system will most likely be unable to deliver emails to that address when it has been imported.
Step 4: Permission & Importation
Permission Handling: a) Specifiy Permission Method: Here you can specify whether or not a permission for the uploaded contacts exists, i.e. whether the recipients have agreed on being delivered your mailings. If you select „available“, another selection list for the permission method will appear. Permission & Importation You can select one of the following permission methods:
  • Single Opt-in: consent only given once, e.g. by entering the email address on the registration form. This does not guarantee that the subscriber is indeed identical with the email account owner.
  • Confirmed Opt-in: a confirmation mail about the registration is sent to the provided email address, but it does not contain a confirmation link. This method is frequently abused by spammers. The recipient will have to actively revoke consent in order not to receive any advertising emails. This method is not really legal in Germany and should not be used.
  • Double Opt-in: A confirmation email including a „confirmation link“ is sent to the provided email address. The subscription will not be valid until the recipient clicks this link. Thus it is ensured that the recipient is identical to the mailbox owner and really wishes to receive your emailings (the recipient cannot click the confirmation link without having signed in to her or his mailbox). Double Opt-in is the only subscription method we can recommend. Please note that XQ can only provide general information but no official legal counseling. Please contact your lawyer in the case of legal questions on this topic.
  • Double Opt-in including consent to single user trackingPlease note: You can only obtain significant response analyses and react appropriately when your contacts have given consent to single user tracking. Taking into account that only the double-opt-in procedure is legally safe (for German-based providers), the only permission method we can recommend is „Double Opt-in including consent to single user tracking“. 
  • Permission Update: For a mere update, meaning importation of files including already existing contacts with new data, the permission method will only apply to new contacts in the file. For existing contacts the permission method will not be changed. This simplifies handling accounts with a heterogeneous permission situation. If you like to apply the specified permission method for this upload to existing contacts, please have the checkbox „apply selected permission method to existing contacts as well“ marked.
b) Send DOI mailing and get DOI permission: This will automatically produce a Double-Optin mail and send it to all contacts of the import. The required consent (permission) will be collected this way then. Contact Import Tracking: If you plan on creating contact filters referring to certain contact imports, please leave the checkbox „Contact import tracking has been activated“ checked. If you choose to do so, another checkbox will appear: „Create a contact filter from all contacts contained in this contact import“. So if you plan to send future mailings  specifically to the contacts of this import, please mark the checkbox. Agreement: this checkbox must be marked in order to proceed with the import. „I hereby confirm that all the above specifications concerning the type and scope of permission wholly represent verifiable facts“. The legal provisions in Germany impose verifiability of the recipients‘ permission (and consent), hence no addresses can be imported without this declaration. Now you can perform the actual import. When completed, you will find yourself in the screen „Contact Importation Overview“ where the new import should now be listed.
2. Import of Unsubscribes by a List of Email Addresses
Here you can import unsubscribed email addresses by copy&paste, for example if you want to synchronize your CRM system with our system. Please mind the hint in the import screen: Import Unsubscribes – Please use a line break, comma or semicolon as separator. – Important: Per unsubscribe inmport, a maximum of 70,000 contacts can be signed off ! Clicking the button „Sign off contacts“ finalizes this action.  

Contact Export

Contact Export Overview (Homepage)

Contact Exportation OverviewIn this area all exports done in this account are listed. You can initiate an export by clicking the button „Create new contact export“.
Step 1: Contact Data
General Settings
The first workflow step includes entering a name for the export and selecting a contact filter to apply.
Contact Fields
Here you can specify which fields should be exported: Contact Data
Step 2: File Format
File Format
File Formatting
Here you can specify the format for the export file. File Format: Export is currently only possible into CSV files. These can be opened and edited using a text editor or a table calculation program. Character set: Character encoding can be specified here, for instance „ISO-8859-1 (optimised for Excel) or „UTF-8“. Data field separator: You can select Semicolon, TAB or Space. The separator indicates where a new datafield starts (e.g. „Jane;Doe;jane.doe@company.com“). Decimal point: You can either select a comma (e.g. used in German) or a full stop (English) to separate decimals from the integral. Decimal places: indicates how many decimals behind the separator will be displayed. You can select 1, 2, 3 or 4.
Contact Preview
Check your export file for correct display in the preview window. If everything is to your liking, please click „continue“.
Step 3: Exportation
ExportationYou can only select one option for method, interval and starting point of exportation. We have designed this section in a way which allows adding further options in the future. Method: in the user interface (the export will be displayed in the contact exportation overview and can be downloaded from there. Just click the linked export name in order to do so. Interval: once Starting point of exportation: immediately Please click the button „Export contacts“ to finalize the exportation. You will then be taken back to the screen „Contact Exportation Overview“ where you can see all exports done so far and download the export into a CSV file packed in a ZIP archive.

Tips / Display in Spreadsheet Software

The export archive contains a UTF-8 encoded CSV file. We recommend the following approach for well-arranged display of your data.
Select Spreadsheet Program
We recommend using OpenOffice or LibreOffice if you have the choice. With these programs you can import the CSV file in just one step. If you prefer MS Excel you need to perform the following steps to achieve the same result.
Excel
Double-clicking a CSV file that has been set to „open with Excel“ leads to relatively confusing display of the data. So please open a new, empty sheet in Excel first. Leere Arbeitsmappe Now please select „Data“ => „From Text“ or „Data“ => „Get External Data“ => „From Text“, depending on the program version. Data from Text Now please browse your PC for the CSV file and click „import“. Import in Excel This will open the Excel Text Import Wizard.
Text Import Wizard
Text Import Wizard 1 On page 1 please make the following settings:
Original Data Type
Delimited
File Origin
65001: Unicode (UTF-8)
Start Import at Row:
Since our Export files have column headers (CHQ_ADDRESS, STATUS) you can select „Start Import at Row 1“ if you like to keep these headers, otherwise just star with Row 2. Depending on the program version there might be a checkbox instead where you can select whether (mark) or not (leave blank) there are headlines to be imported. Now please click „Next“. Your data should already displayed in a more structured way in the preview window at the bottom.
Delimiters
Please check „Tab“ here and uncheck everything else.
Select Worksheet
In the third step you just need to select whether you want to put the date into an existing worksheet or into a new one. Then please click „OK“. Text Import Wizard 3  
Done!
Your data have now been imported and structured for perfect display. Fertig!

CSV Files

The file format CSV means comma-separated values (or sometimes character-separated values, since the separator does not necessarily have to be a comma) and describes the structure of a text file for saving or exchanging data with simple structures. The file extension is .csv. There is no general standard for this file format, but it is basically specified in RFC 4180. The character encoding to be used is not specified either. 7-bit ASCII is generally considered the lowest common denominator. Some characters have a special function for structuring data within the text file. – one character is used for separating data sets This is usually the line break from the operating system where the file was created – in Windows you often have two different characters instead. – one character is used for separating data fields (columns) within the data sets („field terminator„).  Usually this is a comma. Our system also allows semicolon, colon, tab or space. – In order to use special characters within the data (e.g. a comma or dot in decimal values), a field delimiter (also: text delimiter) is used, usually the quotation mark . If the field delimiter character itself is contained in the data it will be doubled. The first data set can be a header data record defining the column names, but it is not essential. According to RFC 4180, Paragraph 2, Section 4 the amount of columns should always be equal – this is not always the case, especially Excel is well-known for not representing empty data fields by a separating field terminator. However our system always expects a field terminator, even if the data field does not contain a value. This is why a field separator needs to be chosen on exports as well.
Example for a csv file:
Hour;Monday;Tuesday;Wednesday;Thursday;Friday 1;Maths;German;English;Maths;Art Education 2;Sports;French;History;Sports;History 3;Sports;“Religion pr;cath“;Art Education;;Art Education
 

Contact Fields

Contact Field Administration

Contact Field AdministrationThe 3 buttons on to the right enable you to create a new contact field, update coverage or deleted selected contact fields: Buttons The following section lists all contact fields existing in this account. 21 fields will be in your account per default. The field „Email Address“ is a key field since without this fields and its values you cannot send any mailings to your contacts.

Column „Contact Field“

The icon preceding the field name indicates the field type:
  • key symbol = key field,
  • document symbol with asterisk = default (standard) field,
  • document symbol = custom field.
You cannot delete default fields. Custom fields can also be recognized by a checkbox preceding the icon. Mark the checkbox and use the „X“ button on top of the list to deleted the checked contact field(s). Clicking the bar symbol to the right calls the screen „Value Range“: Value Range
Value Facet
# = consecutive number value: the value in the contact field (if existing) frequency: absolute number of contacts in your portfolio matching the field value percentage: percentage of contacts in your portfolio matching the field value. An example: if you have 1,000 contacts in your portfolio and 50 of these have the value „Smith“ in the field „Lastname“, the ratio would be at 5%. cumulated: displays the cumulative frequency for the value.

Column „Type“

Shows the field type concerning the format for the field value. Possible types are text, integral number, floating-point number, date and Boolean.

Column „Coverage“

Indicates how many contacts hold a value in the respective contact field. Coverage should be 100% for the fields email address, email domain and email localpart (the part predecing the „@“). For a personalized salutation you need at least gender and lastname, so coverage of these fields should also be high.

Colum „Actuality“

Displays date and time of last refreshing. The „paint brush“ symbol to the right allows deletion of all values for the selected contact field. The key fields „email address“ and „email domain“ cannot be deleted.

Button „Create New Contact Field“

The screen „Contact Field Creation“ appears. You only need to enter a name for the field and a description and then select a  field type. Contact Field Creation Depending on the selected field type a brief info text will be displayed at the bottom. As an example, a floating point type has following info text: This field stores decimal values, e.g. a price of „4.99“. Furthermore, you can use logical calculation operators within the contact filters (greater than, smaller than etc.). Save the new field by clicking „create new contact field“. The field is now listed in the Contact Field Administration menu and you can fill the values in. This can, for example, be done by a CSV import containing the key field „email address“ and its values, plus the new field, of course filled with values, too. Please set the method for dupe handling to „update existing contacts“ upon import, if desired with the option to ignore meaningless values.

Contact Events

Here you can create and administer contact events. These can then be used as trigger in the context of trigger mailings. Please use the button „Create a new contact event“ for a new event. The following screen requires input of a name and a brief description for the event. The description should be precise, especially if multiple editors are using an account. Contact Events - Overview

Contact Event Creation

Create Contact EventThe section „Properties“ requires a brief description (name) and a more detailed description for each property you want to add. For properties intended to be vital for triggering a mailing, please check the box „mandatory“. Finally the format of the property needs to be specified – the options are text, integral number, floating point 64-bit, date, timestamp, Boolean and JSON. For adding another property, please use the link following the green „plus“ icon. Please click the button „Save contact events“ when done.

Contact Jobs

A contact job runs through your contact portfolio and can perform certain enrichment operations, for example search&replace.  
Contact Job Overview (Homepage)
Lists all previously created contact jobs for this account. Display includes name, type, interval, progress and options. Please click the button „Create new contact job“ if you like to create a new job. The menu „Contact Job Creation“ will appear. Contact Jobs - Overview
 Create New Contact Job
Name: First, please enter a name for the job. Job Type: You have four options here: Search & replace, Contact score, Delete contacts and unsubscribe contacts: Contact Job Creation Interval: here you can specify in which intervals the job should run, or whether you want to start it manually when needed. The drop down menu offers following options: „on demand“, „daily“, „weekly“, „monthly“ and „quarterly“. Job Specific Settings for „Search & Replace“ Settings Search & Replace Contact Filter: This actually refers to a mailing list: the contacts you would like to have covered by the contact job can be determined using an existing mailing list. Contact Field: Please specify the contact field the job shall refer to. A contact job can check a contact field for its value and insert/ overwrite this information. After selecting a contact field, a selection for „Field information“ and possible „Actions“ will be displayed. An example for field information would be „Standard contact field, Format: Text, 64 Characters“ for a text field like Firstname or Lastname. Field Information & Actions An example: if there are contacts in your portfolio where information in the field „Salutation“ is missing, these contacts will not receive a personalized salutation. Once you dispose of the required information you can have the fields filled by using a search & replace job. A mailing list containing „all male contacts“ and “ all female contacts“ should be created, then you can create an new job: Job type would be Search & replace, then select the desired interval, select the desired mailings list and „Salutation“ as contact field. Depending on the current field value, e.g. empty or „female“ instead of the desired value „Mrs, you can select the actions „Replace blank or empty field values with field value: Mrs“ and „Replace field value: female with field value: Mrs: Example for Contact Job You can use the button „Add new action“ if you want the job to perform further actions. The action „replace field value“ can be selected multiple times within a job, but „replace blank or empty field“ only once. After all, an empty field can only be filled once. In „Contact Job Overview“, please use the green arrow symbol in the column „Options“ to manually start the job when the interval „on demand“ has been selected. Otherwise the job will run in the specified intervals, keeping your contact portfolio up to date! Job Specific Settings for „Contact Scoring“ Scoring of a contact is displayed using an asterisk scheme, e.g. in „Lists & Contacts/ Contact List“ or in the contact detail view. It provides information about the contact list quality at a glance, depending on the response received and based on Maileon response values. Please consult the chapter „Lists & Contacts/ Contacts“ for further information. The scoring will not be effective until the 3rd valid mailing since the results. would not be meaningful after only 1 or 2 mailings. Scoring Job Contact Field: Please select (or add) a contact field the job shall refer to. Evaluation Basis: Here you can select how affiliation of a contact to a contact list should be evaluated. There are 3 options:
  1. The contact filter affiliation will result in the solid score of XXX % and otherwise XXX %
  2. Depending on the contact filter affiliation, the existing score will be increased by  X.X % points or reduced by X.X points.
  3. Depending on the contact filter affiliation, the maximum score of 100% per job run will be asymptotically approaching XX.X %
Please enter the percent values in this format: 5.0, 100.00, 7.5 etc. Job Specific Settings for „Delete Contacts“ and „Unsubscribe Contacts“ Contact Job Delete Contacts Contact Filter: To create a delete or unsubscribe job you need to specify a contact filter. All contacts in the result set of this filter will then be deleted or unsubscribed.  ]]>

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