Jeeni User Guide 2.0

27
USER’S GUIDE LET’S GET STARTED

description

Discover how easy using Jeeni Publisher is!

Transcript of Jeeni User Guide 2.0

Page 1: Jeeni User Guide 2.0

USER’S

GUIDE

LET’SGET

STARTED

Page 2: Jeeni User Guide 2.0

Je

en

iP

ub

lish

er

da

sh

bo

ard

The dashboard is

the welcome page

of Jeeni, once you

login. It contains all

the tabs and

functions available

at Jeeni Publisher

0

Topics

TABSPANEL

4

Start: exactly where you are now!

Edit: it activates once you choose one of Jeeni’s templates

Manage: it displays all the material or information you release (“posts”) organized by

type of templates you have used

Statistics: it shows graphic information on how your receivers interact with your posts

Contacts: it allows you adding contacts through different ways and administrating them

Files: it eases the process of storaging and managing files in different formats (.ppt,

.pdf, .doc, etc.)

Admin: it displays options to set up and customize your account(s)

Newsroom: it talks about Jeeni’s services – mobile and online – to release all your

news!

USER’S

GUIDE

Newflashes, recommended for releasing updates,

social media and blog posts.

Events, to spread the news of your own events or

your public relations efforts

Surveys, to digg into your customer preferences and

analyze the results easily

Press, to facilitate your press releases.

Newsletter, discover a new and easy way to create

your newsletters!

It takes you to the main sections you should customize (and

understand) in order to start posting with Jeeni Publisher

YOURACCOUNT

2

TEMPLATES

3

SHORTCUTS

1

In this section you can

see the name of your

Jeeni account and the

logo of your company.

By pressing on

“company accounts”

you can switch to other

accounts you may have.

Read here the Privacy Statement,

the Antispam policy, conditions on

Content, Eligibility, Confidentiality,

Payment and Cancellation among

other relevant topics

TERMS & CONDITIONS

5

Page 3: Jeeni User Guide 2.0

USER’S

GUIDE

SHORTCUTS1

Page 4: Jeeni User Guide 2.0

Qu

ick a

cco

un

tco

nfig

ura

tio

n

Start using Jeeni

Publisher more

quicikly! Learn how

to configure your

Jeeni Account in a

few simple steps

USER’S

GUIDEWhen you click on: Change your company name and language settings and Upload your

logo the window shown below will appear. It is hosted in the TAB ADMIN under the section COMPANY

ACCOUNT

Languages

German, English,

Spanish, French,

Luxembourgish

Grouping

Business or

organizations

(nonprofit, sport clubs,

etc.)

Category

(the economic sector)

Recommended

formats are: .png,

.jpg, and .jpeg

Logos must have a

square section:

40x40

The rectangular section

on the left shows how

your logo will appear on

your mobile newsroom

(powered by Jeeni). The

one on the right displays

your logo on Jeeni

Publisher.

USEFUL

INFORMATION

Click here to

upload your

logo from your

computer or

device.

LO

GO

2

Shortcuts

Page 5: Jeeni User Guide 2.0

Up

loa

din

gco

nta

cts

Start using Jeeni

Publisher more

quicikly! Learn how

to configure your

Jeeni Account in a

few simple steps

USER’S

GUIDE When you click on: Upload your contacts, the window shown below will appear. It is hosted in the

CONTACTS tab.

USEFUL

INFORMATION

The Table of Contacts contains relevant data on your contacts. Among them, it allows customizing the preferred language of each contact. Using the category

"ADMIN" an account administrator* can give administrator rights to some of his/her employees. There are 4 ways to import data, namely, to populate the Table

with data of your subscribers (see next page).

If you move the bar placed at the bottom of the table to the right, you will see the categories shown above. Jeeni Publisher has been designed to

create and manage up to 10 distribution lists. In the example, all the subscribers have been assigned to the List 1. The name of the list can be

customized.

An account

administrator is a

registered user who

holds a Jeeni account.

The number of people

who can have

administrator rights

depends on the

chosen Jeeni’s

solution (pack).

Check out the packs!

http://jeeni.net/plans-

and-pricing/

3

Shortcuts

Page 6: Jeeni User Guide 2.0

USEFUL

INFORMATION

USER’S

GUIDEUpload your contacts (continuation)

Importing data into Jeeni Publisher it is done through 4 ways: using the plain text format, the Jeeni Excel Format,

Microsoft outlook and Microsoft Outlook CSV.

Start using Jeeni

Publisher more

quicikly! Learn how

to configure your

Jeeni Account in a

few simple steps

In all cases, choose one of the four options displayed in the drop-down menu, and read and follow

the explanation at the bottom of the pop-up window. When done, press import (lower left side on

the pop-up).

Importing Options

Plain text format

(manual)

Jeeni Excel Format

(template)

Microsoft Outlook

(Copy and paste)

Microsoft Outlook

CSV

Once imported, the new contacts will appear on the list. You

can enrich data concerning the new contacts or update the

existing information by clicking on each contact. The pop-up

window shown on your right will appear.

Don’t change the

format of the Excel

template! Even if

simple, It has been

designed to perfectly

match with Jeeni

Publisher.

+For additional

information regarding

this topic, please click

on this link:

http://jeeni.net/support/

and select “Importing

your data into Jeeni

Publisher”. Up

loa

din

gco

nta

cts

4

Shortcuts

Page 7: Jeeni User Guide 2.0

USEFUL

INFORMATION

USER’S

GUIDE

Cre

atin

gd

istr

ibu

tio

nlis

ts

Start using Jeeni

Publisher more

quicikly! Learn how

to configure your

Jeeni Account in a

few simple steps

When you click on: Create distribution lists, the window shown below will appear. It is hosted in the

ADMIN tab.

The column “Count” shows the

number of contacts associated

to each distribution list.

To create distribution lists,

simply write down the name of

the list or lists you want to, and

click on “save”. To delete them,

click on “Reset”.

If you check the boxes under

the name “Public?”, the name of

the corresponding list will

appear at the bottom of your

posts close to a similar square

box. If a customer check the

box, it will be automatically

assigned to the selected

distribution list.

Contacts can be assigned to more than one distribution list. The process is very simple. Click on the intersection of the name

of the contact and the list you want to assign the contact to, and it is done! A green check will appear on the list. To do the

inverse process, unclick the green check.

If you prefer, this step

can be done before

uploading your

contacts, so you will

assign your contacts

to a list which name

already describes

some characteristic or

topic you want to

emphasize.

TIP

5

Shortcuts

Page 8: Jeeni User Guide 2.0

Up

loa

din

gfile

s a

nd

att

ach

me

nts

Start using Jeeni

Publisher more

quicikly! Learn how

to configure your

Jeeni Account in a

few simple steps

USER’S

GUIDE When you click on: Upload files and attachments the windows shown below will appear. It is hosted in

the FILES tab.

Upload files by dragging them or

adding them from your device (*)

(*) If you want to

upload several files at

the same time, they

must belong to the

same folder!

Once the files appear on the window,

click on “Start Upload”. When done

(the window becomes grey), press

“Close”. Files will appear at the

bottom of the list.

USEFUL

INFORMATION

The supported formats

for pictures are .JPG

and .PNG

These icons on the

right upper corner are

simply two different

ways of visualizing the

files you are uploading.

Your files are now stored and available

to use them in any of Jeeni’s templates

every time you need them!

6

Shortcuts

Page 9: Jeeni User Guide 2.0

USER’S

GUIDE

YOURACCOUNT

2

Page 10: Jeeni User Guide 2.0

Reach key social

networks for your

business with Jeeni

Publisher!

USER’S

GUIDE When you click on the ADMIN tab and the subsection Social Media, the windows shown below will appear.

USEFUL

INFORMATION

Jeeni Publisher lets you publishing your news, events, surveys and others to different online channels and among them, of course,

social media. In order to do so, you must connect the channels you have got to Jeeni Publisher, following a few simple steps.

Don’t forget to logout

before connecting to

social media!

Co

nn

ectto

so

cia

l m

ed

ia

The Steps!

1. Make sure you are logged-out of the social network you want to connect, in all your devices. It will ease the

connection process.

2. Click on the corresponding social network logo that appears in Jeeni Publisher’s screen.

3. Enter your login name and password and click on “allow access” or “authorize”, afterwards.

4. The process will take you to Jeeni Publisher again. From the drop-down menu, select the specific name of the social

account to which you want to publish your news (in case you had several accounts associated to one social network).

Then, click on “save”.

5. The logo/photo of your account will appear on the screen. To disassociate Jeeni Publisher and your social media accounts

click on “disconnect”.

Only Facebook

Business Pages can

be connected to Jeeni

Publisher.!

For additional

information regarding

this topic, please click

on this link:

http://jeeni.net/support/

8

Your

account

+

Page 11: Jeeni User Guide 2.0

Set up templates for

your new flashes in

a few steps! You

can easily

customize them for

your campaings or

needs!

USER’S

GUIDE When you click on the ADMIN tab and the subsection Template Editor the windows shown below will

appear.

USEFUL

INFORMATION

Cu

sto

miz

ing

the

ne

wsfla

sh

de

sig

n

Click here to customize

the newsflash’s header.

You must opload an

image from your

computer.

The background color (*)

The border color

The title color

Include social media

Icons (**).

From here, you can

customize:

(**) By sliding the blue button, you get different

options for the social media icons (color and shape).

Choose what fits better with your Company’s image.

(*) You will see a

similar pop-up when

customizing the

background, the border

and the title colors.

Once you have chosen

your preferred options for

the newsflash template,

save the changes!

There is not an

established size for

the header. The size

depends on the

content you want to

include. Some

businesses use the

header as an

advertising tool. For

example, last

collections or new

releases can perfectly

be placed there.

HEADER

9

Your

account

Page 12: Jeeni User Guide 2.0

USER’S

GUIDE

TEMPLATES3

Page 13: Jeeni User Guide 2.0

Use Newsflashes to

inform subscribers

about an important

piece of news (new

offers, new

collections, events

you sponsor, etc)

USER’S

GUIDE Templates are on the main DASHBOARD, differentiated by color. This section is about the Newsflash

template.

USEFUL

INFORMATION

Cre

atin

ga

nd

pu

blis

ihn

ga

ne

wsfla

sh

Writing a newsflash is pretty simple!

1. Choose a list of recipients (you can review the pages 4 and 5 for more information regarding distribution lists) and click/unclick on the

channels’ boxes where you want to send the newsflash.

2. Write an appealing headline, a short but descriptive introduction and the body of the message.

3. Save your changes everytime you upload an image, attachement or modify any feature on the template (see the next page). Use “save and

close” when you have finished the job.

Click on the blue icon

to access to this

template

See the next

page for

more details

on these

sections

Jeeni Publisher will

always ask you for

writing both the

headline and the

introduction.

For additional

information regarding

this topic, please click

on this link:

http://jeeni.net/support/,

go to the section

“Videos” and click on

Tutorial 1,

11Templates

+

!

Page 14: Jeeni User Guide 2.0

Use Newsflashes to

inform subscribers

about an important

piece of news (new

offers, new

collections, events

you sponsor, etc)

USER’S

GUIDE Templates are on the main DASHBOARD, differentiated by color. This section is about the Newsflash

template.

USEFUL

INFORMATION

Cre

atin

ga

nd

pu

blis

ihn

ga

ne

wsfla

sh

Upload an image from the list you may

already have saved on Jeeni’ Publisher

(Files Tab) or select one from your

computer. We recommend you to click

on “save” every time you upload an

image.

Attachments* you want to include in your

message must be previously uploaded to

Jeeni’s Files (Files tab). Click on “add

attachment” and a pop-up with the existing

list will appear. You can Access directly to

the Files tab from that pop-up in case you

want to upload files which are not in the list.

You can add up to 5 languages

in which the message can be

translated into. The list of

languages displayed in the

drop-down menu corresponds

to those ones you chose when

your Jeeni Account was

created (Admin Tab /Company

Account). To modify the menu,

simply go to that tab and make

the changes you need.

Click on those channels you want to

send your message to. Once sent, the

newsflash has a different display

according to the different social networks.

On Twitter, the headline and the

associated link are displayed and, in case

of Facebook and Linkedin both the

headline, the link and the introduction are

shown.

(*) An attachement

can be added once

you have given a

headline and an

introduction to the

newsflash and they

have been saved.

When selectiong the

online channels to

distribute the

newsflash, the web

option must be always

clicked.

Once you have finish

creating your newsflash,

click on “save and close”.

Jeeni Publisher will

automatically take you to

the “Manage” tab to send a

preview email (see the next

page)

12Templates

!

Page 15: Jeeni User Guide 2.0

Use Newsflashes to

inform subscribers

about an important

piece of news (new

offers, new

collections, events

you sponsor, etc)

USER’S

GUIDEIn order to send a preview email to reviewing how your Newsflash looks like, correcting it or improving it, click on the

MANAGE tab

Ne

wsfla

sh

: se

nd

ing

pre

vie

we

ma

il

USEFUL

INFORMATION

Send preview email

Send and publish

Statistics

Delete

Hide

Actions menu:

Click on the “send and preview” icon in the Actions menu (upper

right on the screen). A pop-up similar to the one shown above will

appear. The preview email will be sent to you (by default) but you

can also include up to 3 recipients you also want them to review

your Newsflash’s design or content.

Once you have double-checked your newsflash, it is ready to go.

Come back to the Manage tab and click on the “Send and publish”

in the Actions menu. A pop-up similar to the one on your right will

appear.

The Statistics icon in

the Actions menu

activates once the

newsflash has been

sent out.

The status of the

newsflash changes

from “draft” to “public”

after it has been sent

out.

13Templates

Page 16: Jeeni User Guide 2.0

Create an invitation to

an event, invite your

customers and

manage the

registrations.

USER’S

GUIDE

Se

ttin

gu

p a

nd

pu

blis

hin

ga

ne

ve

ntUSEFUL

INFORMATION

Templates are on the main DASHBOARD, differentiated by color. This section is about the Events template.

The template to create an event is pretty similar to the one used for newsflashes. On this page, some relevant differences are

highlighted. The Event template includes a category to set up dates – starting and ending dates – of your event. Logically, time

schedule details are also included.

In addition, the “venue” category lets you include the location where the event will be carried out.

Click on the yellow

icon to access to this

template

You will find your Events list in the Manage Tab right below the Newsflash list. Once you have released the event, the list of attendees

can be downloaded (Excel file) from there by pressing the diskette icon. You can also get some statistics on your event when clicking on

the “i” icon.

The world has gone

very visual with the

explosion of the digital

era. Try to include a

nice and appealing

photo everytime you

create an event.

14Templates

TIP

Your list of attendees

can be directly

downloaded from

Jeeni Publisher in a

Excel format

Page 17: Jeeni User Guide 2.0

Surveys are useful to

know preferences and

opinions of audiences

and trends in the

market. Intelligently

designed questions

are the key for

successful surveys.

USER’S

GUIDE

Cre

atin

ga

nd

pu

blis

hin

ga

su

rve

y

USEFUL

INFORMATION

Templates are on the main DASHBOARD, differentiated by color. This section is about the Surveys template.

To create a survey: Once you have written the

subject and the introduction, click on “save” and

the category “Add question” will appear. Different

type of questions for customizing your survey will be

shown. An additional section will be displayed on the

screen, after selecting the type of question you prefer.

Check out on your left to see two examples of those

sections. You can combine different type of questions

according to your needs.

Each time you create a question, click on “save”.

Once you have finished to input all the questions,

click on “save and close”. Jeeni Publisher will

take you to the Manage tab from where you can

send a preview email to review the survey.

Click on the red icon to

access to this template

You can download the

results of the survey

from the Manage tab.

Click on the diskette

icon and the file will be

automatically

downloaded to your

computer (Excel

format)

15Templates

Page 18: Jeeni User Guide 2.0

USER’S

GUIDE

TABSPANEL

4

Page 19: Jeeni User Guide 2.0

These simple metrics

give insights on how

your posts are

performing. Review

them periodically and

take the

corresponding actions

based on the results.

USER’S

GUIDE

Un

de

rsta

nd

ing

the

Sta

tistics

tab

USEFUL

INFORMATION

The following pages are especially focused on two tabs: STATISTICS and ADMIN. Let’s get started with the

STATISTICS tab.

The trends section

This section gives insights on the number of views your post has had along time on the different channels Jeeni Publisher uses: your website, embedded

(your blog), Jeeni Mobile and your email account.

By clicking on the drop-down menu, you can choose

among the different type of posts you create using Jeeni

Publisher. The corresponding statistics will be displayed.

When you click on different points on the tendency lines,

statistical information is shown.

By sliding the small button highlighted in light yellow,

you can modify the period of time you like to review the

trends of your posts.

The STATISTICS tab has 3 sections: “Trends”, “Top 10 Articles” and “Contacts’ interaction”.

Click or unclick the boxes to get general or specific

information on how the different channels have

performed with regard to your posts.

17Tabs

Panel

Get valuable insights

on your Company’s

posts by clicking on

the “See Insights” tab

on the upper right of

your Facebook page.

To get LinkedIn

Analytics, click on the

“Analytics tab”, close

to the name of your

company.

Click on the gear icon

on the top right of your

Twitter menu bar and

then click Twitter Ads.

Once on the Ads page

you will see a drop

down analytics menu.

Page 20: Jeeni User Guide 2.0

These simple metrics

give insights on how

your posts are

performing. Review

them periodically and

take the

corresponding actions

based on the results.

USER’S

GUIDE

Un

de

rsta

nd

ing

the

Sta

tistics

tab

USEFUL

INFORMATION

The following pages are especially focused on two tabs: STATISTICS and ADMIN. Let’s get started with the

Statistics tab.

Top 10 Articles section

The Contacts’ interaction section

In this section your

Top 10 posts (or

articles) are displayed.

The blue horizontal

lines represent the

number of people

who have visited your

article. If one person

have seen your post

more than once, it is

considered only one

visit.

Click on the lines to see the number

of visitors of your posts (articles)

You will find the post's

name in the Y axis and

the visitors number in

the X axis.

This section shows how many times each of your recipients has seen your post and

a reference of when was the last interaction. From the first drop-down menu, select the

type of template whose statistics you want

to review. A list of related posts will appear

in the second drop-down menu. Choose

the one you are interested in.

18Tabs

Panel

10

Knowing what posts

performed better it is

very valuable. You can

then know what kind of

content your

customers or leads

prefer and be more

focused on them.

The number of times a

lead or customer sees

your posts can give an

idea on what calls

more its attention. It is

important for

segmentation. You

can group customers

with similar

preferences and post

content in which they

will be truly interested.

Page 21: Jeeni User Guide 2.0

Easily insert Jeeni

Publisher options on

your website using

customized HTML

codes for your

accounts.

USER’S

GUIDE

We

bsite

inte

gra

tio

n

USEFUL

INFORMATION

The ADMIN tab has several section. The coming pages focus on Website integration and Point of sale.

19Tabs

Panel

!Look at the next page

for more details on this

topic!

With Jeeni Publisher it is possible to create and host

landing pages! (*). They can also include a link to a

sign up option, so as to give your customers the

opportunitiy to opt-in to receive your latest news or

whatever relevant information you want to share.

Simply, copy and paste the HTML code written on

your Jeeni Publisher’s screen under the names

“Embed URL and “Embed URL for the signup

page” (they are similar to the example shown

below) on your website HTML code.

(*) A landing page is

a web page which

serves as the entry

point for a website or

a particular section

of a website.

Landing pages are

particularly useful if

you plan to sell a

product or service

and generate a list of

qualified leads online

Page 22: Jeeni User Guide 2.0

Easily insert Jeeni

Publisher options on

your website using

customized HTML

codes for your

accounts.

USER’S

GUIDE

We

bsite

inte

gra

tio

n

USEFUL

INFORMATION

The ADMIN tab has several section. The coming pages focus on Website integration and Point of sale.

20Tabs

Panel

Jeeni Publisher can be easily embedded on your

website. All the information you post through Jeeni

will go right away to your online page, so as to

dynamize it and to improve your SEO efforts as well.

As you probably know, the more a website is

updated, the better results it gets with search

engines.

Copy and paste the HTML code written on your

Jeeni Publisher’s screen under the name “Embed

code for news feeds” (it is similar to the example

shown below) on your website HTML code.

The code for the signup form, let your customers subscribe and receive all the information you release through Jeeni Publisher. To embed

the code on your website, follow the same procedure indicated for the News feeds.

!Don’t panic! Yes, the

HTML code that

appears on this

section of your Jeeni

Publisher looks like

weird if you are not

familiar with it or if you

are not a developer. If

you do not have a

website developer

available all the time,

Jeeni offers a free

set up package.

[email protected]

For more information

about the package,

write us!

Page 23: Jeeni User Guide 2.0

The Point of Sale has

been created to ease

the process through

which your clients

“opt-in” to get your

news, updates and

new offers.

USER’S

GUIDE

Po

int

of

sa

le

USEFUL

INFORMATION

The ADMIN tab has several sections. The coming pages focus on Website integration and Point of sale.

21Tabs

Panel

WORTH

TO

KNOW

Jeeni Publisher provides two options for your customers to subscribe at your point of sale

Option 1 – Jeeni Easy Connect

Your customers can instantly subscribe to receive your news by sending a simple email with your unique code as the subject line to the following address:

[email protected]

Include that email on your

flyers or other marketing

materials. People who

subscribe using this method

will automatically be added

into your contacts lists and will

receive your latest newsflash

Option 2 – QR Code

Customers with a smartphone can scan this unique QR code to access the subscription website. This is a great way to complement your Marketing material,

flyers and handouts. Just copy QR code that appears on this section of your Jeeni Publisher and paste it directly into your graphic program (right click the

image, select “copy”, in your graphic program select “paste”) or save to your disk (right-click the image and select “save as”.

QR scanners can be

downloaded fro free from the

App Store (Apple devices),

Google Play (Android devices),

Windows Store (Windows

Mobile devices) and the App

world (Blackberry devices).

Nowadays, the point of

sale (POS) is also

called “point of service”

because the concept

has evolved and it

encompasses other

topics such as

managing customer

orders, warehousing,

inventory management,

customer nurturing and

others.

Page 24: Jeeni User Guide 2.0

USER’S

GUIDE

JEENINEWSROOM

Page 25: Jeeni User Guide 2.0

USER’S

GUIDE

Je

en

i N

ew

sro

om

USEFUL

INFORMATION

JEENI NEWSROOM is a new tab . Its objective is basically explicative. It displays information on the Mobile

Newsroom and the Online Newsroom.

23Jeeni

Mobile

The newsroom is a

very useful service! It

displays the

information you want

in real time. Once you

click on “send”, your

news are available

right away!

All Jeeni customers have access to both the Mobile Newsroom and the Online Newsroom. To see how your mobile application looks like, click on

“send link via email” and you will receive the corresponding link in your email account registered for enjoying Jeeni services. You can also click

on “copy link” and paste it (right click or CTRL+ V) on your preferred browser.

You can also check out your Online Newsroom by clicking on “Open in browser” or following the “copy link” procedure explained before.

If you want to

customize the startup

page of your Mobile

Newsroom, go to the

ADMIN tab and click

on the last option.

Once there, upload

your startup image

(jpg, jpeg, png) of size

(1536x2008) and click

on:

You are done!

Page 26: Jeeni User Guide 2.0

USER’S

GUIDE

JEENITALKS

Page 27: Jeeni User Guide 2.0

When we thought

about Jeeni Talks, we

were certainly

centered on how our

customers and

prospects can get

more out of us!

USER’S

GUIDE

Je

en

iT

alk

s

USEFUL

INFORMATIONJEENI TALKS introduces interesting information regarding email and mobile marketing by using visually appealing designs which highlight

relevant data and ease the reading process or by presenting appealing short articles on the same topics.

25Jeeni

Talks

JEENI TALKS - Articles JEENI TALKS – Worth Reading JEENI TALKS - Infographics

JEENI TALKS is not part of Jeeni Publisher, but it is an important partner of it! Through this FREE SERVICE, the

Jeeni Team spreads what we consider is valuable information for our customers and prospects.

SIGNUP!

To sign up for JEENITalks, go to Jeeni.net

and fill our registration

form!