First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Creating Timer
- Using AI in the Email Editor
- Messenger Protocol Support in Email Clients and Platforms
Omnichannel
- Setting Up Widgets for Your Site
- Widgets Gamification
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Replacing Double Opt-In System Workflow
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
- Collecting Contact Information Using Request Forms
Automation
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Using One from Many Message Block
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Advanced Workflow Block Parameters
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Sending Extra Campaigns
- Sending Reminders at the Time Specified by the User
- Sending Campaign to Those Who Did Not Open the Previous One
- Using A/B Tests In Workflows
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Telegram Campaign Report
- In-App Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics 4
- Message Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
File Preparation
Before importing the contact base, look at the main principles of file preparation.
1. Validate your base to verify the contact list and delete non-valid and fake contacts.
2. Available email and/or phone number are a must for import: the system uses them to recognize unique contacts. A file with names and addresses only will not be downloaded.
3. Prepare a file with contacts in one of the supported formats.
- XLS - table with columns created in Excel version 97/2000/XP. Standard format for tables.
- XLSX - table with columns created in Excel 2003. Standard format for tables.
- CSV - text file with comma-separated values. Can be created in Notepad or in Excel.
- TXT - standard format for Notepad text files. The file structure should be similar to CSV files.
4. It should be saved in one worksheet. If the file contains two or more worksheets, the system will not process them: only the contacts from the first worksheet will be imported.
5. Text fields of the list should have no spelling mistakes (gmeil.com, gmai.com, etc.). Fields with errors will not be imported into the system. See more detailed requirements for contact fields.
6. Phone number fields should be saved in the international format.
7. Your contact list file size shouldn’t exceed 300 MB. If it’s over 300 MB, split the file into several parts by removing the unused columns.
You can download file examples from the Reteno system to see how every format should be organized.
