1. ACCOUNT ADMINISTRATION

2. Objectives In this session you will learn how to: –Create Business Units. –Create new users and manage security settings. –Configure account data management features. –Create Send classifications.

3. Business Units and Users

4. Business Units A business unit is a hierarchical administration structure that controls access to information and sharing of information. All items created within a business unit are accessible to all users working in that business unit. Items can be shared with other users in other business units by placing them into a shared items folder.

5. Business Unit Structure Example Corp Business Unit Brand ‘A’Brand ‘B’Brand ‘C’

6. Business Units in ExactTarget

7. Administering Business Units

8. Create a Business Unit 1. In Business Units, click the Create button. 2. Complete the Properties including the unit parent. 3. Enter the Email Display Name and Email Reply Address.

9. Create a Business Unit 5. Enter the physical address. –This is used in email sends for CAN- SPAM compliance. 6. Subscribers will be unsubscribed from all business units only should be selected. 7. Click Save.

10. Business Unit: Define Subscriber Filters Configure Subscriber Filters for the business unit.

11. Roles AdministratorAnalystContent CreatorData Manager Application AreaAllowDenyAllowDenyAllowDenyAllowDeny Contentxx Subscribersxx Interactionsxx Trackingxxx Reportsxx Adminx Shared Foldersxxx There are four standard roles available. Additional roles can be created to address your organization’s unique user access requirements.

12. My Users – Create a User 1. In Users, click Create. 2. Enter General Settings including name, username, email address, and set a temporary password. 3. Click Save.

13. User: Assign Role Select the new user, then click Edit Roles and toggle the appropriate role(s)

14. User: Assign the User to Business Unit(s) 1. Select the user and click Manage Business Units. 2. Select the Business Unit to be assigned. 3. Click Save.

15. Administering Business Unit Exercise Create three additional BU’s Create four users one per BU and one Admin Create a new role for both Content and Subscriber Management Corp Business Unit Brand ‘A’Brand ‘B’Brand ‘C’ AdministratorAnalystContent CreatorData Manager Application AreaAllowDenyAllowDenyAllowDenyAllowDeny Contentxx Subscribersxx Interactionsxx Trackingxxx Reportsxx Adminx Shared Foldersxxx

16. Send the User Log-in Credentials. The application will not automatically send the new user’s username and password. Communicate these items with the users of the account using the communication method of your choice.

17. Workflows

18. Workflow for Adding a New Business Unit & a New User Create Business Unit Create Preference Attribute for the Business Unit Define Subscriber Filter Create User Assign User Role Assign the User to the Business Unit Provide login credentials to the user.

19. Additional Workflows Create User Assign User Role Assign the User to the Business Unit Provide login credentials to the user. Create Business Unit Define Subscriber Filter (if applicable) Assign Users to the Business Unit Add a New Business Unit Only Add a New User Only

20. Manage Business Units Manage Business Units: –Update by clicking the hyperlinked Business Unit Name. –View assigned users. –Delete.

21. Manage Users Manage users in your organization: –Create new users and specify permissions –Manage Roles. –Manage Business Units assignment. –Disable users.

22. See it

23. Other Account Settings

24. Account Settings This area of the Admin tab is designed to allow Administrator level users to manage: –Account Information –Security Settings –Physical mailing address displayed in email footers.

25. Account Settings The Account Settings Folder allows you to update: –General Settings –Company Information The address displayed in Company Information is the address which is included in the footer for each email for CAN-SPAM compliance. Changes made to this address.

26. Subscription Details Includes details relating to your subscription. –Start and end dates –Number of emails –Emails sent in the current month –Emails sent to date.

27. Security Settings Parameters can be defined for session timeout, username and passwords conventions and lockout logic.

28. Reply Mail Management What is Reply Mail Management? –A feature which automatically manages replies and leave or unsubscribe requests.

29. Configure Reply Mail Management Specify a Hostname Add to your DNS zone file Configure RMM Create attribute or field to contain subscriber specific from information Create a triggered send Create a Sender Profile Test configuration

30. Reply Mail Management In this area, you can configure: –Reply Address Definition. –Reply Filters. –Responses. –Routing: the address which will receive remaining replies.

31. Reply Address Definition Email Display Name: appears in the From field of your subscriber’s email client when they reply to an email. Reply Subdomain: points to ExactTarget’s servers. Example: reply.example.com Email Reply Address: Appears in the from name of your subscriber's email client. Not a valid email address on its own. DNS Record Redirect Complete: must be complete before RMM can be activated.

32. Reply Filters Reply Filters can be configured to delete auto and out of office replies as well as unsubscribe requests. Looks for out of office and/or unsubscribe terms in the header, subject line, from address, and first 200 characters of the body. –For a comprehensive list of words which are used to capture auto-replies and subscribe requests, visit our wiki.wiki

33. Response & Routing Configure an automated response email, such as a confirmation of receipt, for remaining replies. The routing address will receive all email replies not identified by reply rules.

34. Custom Tab Use this feature to add a button in your tracking screen to take you to a landing page of job-level tracking information that you create yourself. The tab appears in my tracking.

35. See it

36. Data Management

37. File Location This is section allows you to specify the location for export and import files. –Enhanced FTP. –External FTP, SFTP, and FTPS Sites. –Safehouse Provides ease of file transfer. Credentials only need to be entered once by an Administrator. System retains data for 21 days.

38. File Location 1. Navigate to Data Management > File Location. 2. Click the Create button. 3. Configure Name, External Key and Description. 4. Select the Location Type and enter associated values to access the location. 5. Click Save.

39. Key Management Requirements: feature must be enabled on your account, knowledge of AMPscript needed to encrypt information. This feature allows you to manage certificates and other security options regarding the encryption, decryption, and digital signing of email messages. Five types of encryptions are supported: –Asymmetric –Symmetric –Initialization Vector –Salt –SAML

40. Key Management 1. Navigate to Data Management > Key Management. 2. Click the Create button. 3. Select the radio button for the appropriate encryption option. 4. Enter a Name and External Key.

41. Key Management 5. Complete fields relating to encryption (vary depending on encryption type selected). 6. Click Save.

42. Using Keys with File Transfers Upload file transfer activity Select encryption (PGP or GPG) Application encrypts file & moves to specified location When exporting/extracting: File located on ExactTarget FTP site Decrypt file to a safehouse location Import file from safehouse location to your account Importing file encrypted using ExactTarget’s public key:

43. Use a Created Key with AMPscript You must use AMPscript functions to encrypt and decrypt information stored in a custom data extension. Functions: –EncryptSymmetric() –DecryptSymmetric()

44. See it

45. Send Management

46. In this area you will configure Send Definitions.

47. Sender Profile Is a record where you specify the from information for a message send in a central location and reuse that from information across multiple message sends without having to select the information each time. Used when creating Send Classifications.

48. Sender Profile 1. Click the Create button. 2. Complete the Properties. 3. Select a sender, choose from a list or use specified information. 4. Configure Custom Reply Mail Management settings (if required). 5. Click Save.

49. Delivery Profile The record where you specify the delivery information for a message in a central location. Used when creating a send classification. Specify the IP address to use (private domains only). Choose the header and footer. –The default header provides a link to the email as a webpage. –The default footer includes your physical mailing address and unsubscribe link.

50. Delivery Profile 1. Click Create. 2. Complete Properties. 3. Configure IP Address (private IP address only). 4. Select Header. 5. Select Footer. 6. Click Save.

51. Send Classification Define parameters for an email job in a central location. Used with content information and audience information when you define a message send by creating a message interaction. The Send Classification will specify: –Sender Profile –Delivery Profile –CAN-SPAM Classification Advantages of using Send Classifications: –Save time and effort, mitigate risk. –Greater control over your application

52. CAN-SPAM The CAN-SPAM (Controlling the Assault of Non-Solicited Pornography and Marketing) Act is the U.S. Federal standards for the sending of email messages. There are two classifications of emails: 1.Commercial: the primary purpose is to deliver commercial content. Must include the physical mailing address and opt-out mechanism 2.Transactional: primary purpose is to communicate transactional content. No unsubscribe link required.

53. Send Classification 1. Click Create. 2. Enter Properties. 3. Select the CAN-SPAM classification: –Commercial –Transactional 4. Select Sender Profile and Delivery Profile 5. Select Send Priority. 6. Click Save.

54. See it

55. Summary

56. The Admin Tab is an Administrator area of the application used to: –Manage Users and access to the application. –Manage user security settings and ensure users are using a complex password which is changed frequently. –Configure FTP site location and encryption keys. –Create Send Classifications to ensure CAN-SPAM compliance and modify headers and footers if needed. –Brand the application for our users and subscribers using BrandBuilder.

57. Questions?