KM-Vision® Lite with Microsoft Outlook is a comprehensive Proactive Campaign Management tool that empowers you to manage your Campaigns and Contacts in a smart, efficient mode leading to gain and retain customers. The package saves valuable time and resources for Small and Medium businesses with incredible features and offers enhanced ROI.
Features of KMVision Lite
KMVision Lite offers following incredible Campaign Management features:
Features
| Leads generation |
| Leads Validation |
| Leads Management |
| Build clustered Knowledgebase |
| MS-Outlook Integration |
| Campaign Management |
| Campaign Editor-HTML email |
| Unlimited category |
| Unlimited One-to-One Campaigns |
| Built-in SMTP |
| Outbound Call Center |
| Role based&Field level Access Control |
| Reliable Response Management |
| Flexible Rule Engine |
| Web Client for remote processing |
| Analysis with OLAP |
| Account Management |
| Real time Collaboration |
| Enterprise grade Archival & Backup |
| Scalable Architecture |
| Regular upgradations |
| 24/7 Online support |
| End-to-end process. |
| Hosted Services |
KM Vision Lite FAQ
A Campaign Name is a unique identifier for the Campaign. You should not create Campaigns of same name until the previous campaign is deleted totally. The Campaign Name helps you to identify your Campaigns.
The Campaign Level you specify denotes your target segment. There are four levels you
can specify: General, Category, Group and Search. Your Distribution list will be created
based on the Level you select.
General Level: Distribution list will contain all contact email ids from MS Outlook.
Category Level: List will contain only contact email ids from the categories you selected.
Group: List will contain only contact email ids, which matches your group range
specifications.
Search Level: This level is basically for One-to-One campaigns. You can search specific
contacts based on certain criteria and create your target list.
" What is Return Path?
A Return Path is an alias for your Reply to email id. Just follow the example below:
To: you@yourdomain.com
From: kmsoft@kmsoft.com
Return path: sales@kmsoft.com
Now, you can see KMsoft has sent you a mail from kmsoft@kmsoft.com. You reply to the mail. The mail reaches sales@kmsoft.com and not to the From address.
This helps to manage responses. Send mails from one email id and receive at multiple points using Return Path. Your mails are automatically segregated if you can plan Return paths a little bit and use them properly.
Open Outlook
Click on the Contact folder
Click New Contact
In the Contact form you will find the Category Button
Click the button and add a Category to the Master list
Set the category to the contact temporarily and save it
Remove the blank contact from the contact folder
" How to create a newsletter for a Campaign Name?
Use Campaign Editor.
Select New Campaign form File menu or startup manager.
Create the newsletter as you wish and save it as draft first.
Select Save Campaign from the File menu
In the dialog box select the draft name, set the Item type to Newsletter
And then select the campaign Name and Save.
Distribution List contains your target segments email ids. It is nothing else than a
Email list. Before sending a Campaign your Distribution list should be ready.
" Why Distribution List creation does take time?
The creation of Distribution list involves two steps:
First it pulls all the required email ids from MS outlook. The time involved in this step depends on the volume of your target segment.
Secondly it goes for verifying all the email ids and also creates a mailbox lookup for the email ids over the internet. The mailbox lookup is must for sending the mail to the recipient's mailbox. Thus it does take time in the overall process.
" What happens after the Campaign Expires?
Once a Campaign expires according to the date you have set in Campaign manager, all reply mails coming to your Return path account in MS Outlook will remain in the Inbox folder and will not be clustered into the Return path Inbox you specified in the Set Return path option under Return path tab. Also the Return path email id will be released for reuse in a next campaign.
" How many Return Paths can I create?
There are no limitations in creating return paths. But you should have any number of valid POP3 accounts at your disposal, so that you can configure them in MS Outlook email accounts.
" Can I create an html mail with images, hyperlinks etc?
Yes, you can create an HTML mail with images and links.
For this purpose you need not have to be an HTML expert.
You have all the options for Text formatting in the Campaign Editor Toolbar
Use the Image Library or Insert Image dialog from the toolbar in Editor.
To create a hyperlink in the content use the hyperlink dialog from the toolbar in editor.
" Can I import newsletter templates into editor?
No you cannot import a newsletter into editor.
Use the Templates available in the Startup Manager.
" Can I send attachments with newsletter?
Yes you can send any number of attachments you want.
Use the Attachment icon in editor to open the dialog box.
Browse your attachment files, add the file and save.
" After creating a new newsletter, how to send it to a specific mailing list?
You need to define a Campaign using Campaign manager before linking a Newsletter to a campaign and sending it to a Distribution list. Follow the Steps below:
1. Use Campaign manager to define the campaign, create distribution list, setting
Return path etc.
2. Create your Newsletter in Editor
3. Save the content as Draft
4. Use the Save Campaign dialog from editor to link the draft to a campaign you just
defined.
5. While saving the campaign in the above-mentioned dialog set the Item type to
Newsletter.
6. The Campaign will go to the Mailing list you created in the Distribution list tab in
Campaign manager
For more details refer Help file.
" Where should I mention Unsubscribe Request?
You can mention your Unsubscribe request in the Save Campaign dialog which can be called from File menu >> Save Campaign. You can also enter Unsubscribe request directly while you create your Newsletters in the Editor.
" Can I Preview the newsletter before sending?
Yes, you can Preview the Newsletter. Open the Campaign Library and click the newsletter you have linked to the campaign. The Newsletter immediately opens in the Editor window. Now click the Preview button in the Toolbar. The Preview window opens with the Newsletter.
" What are the contact details that can be mail merged?
The contact details that can be mail merged are as follows:
Title
First name
Middle Name
Last Name
Full Name
Suffix
Company
Designation
" What is the difference between Draft and Template?
Drafts are your unfinished work. There can be a Mail draft or a Campaign draft.
Templates are bare formats and layouts, which you can use to create a Mail or a Campaign.
" What is the purpose of Image Library?
The purpose of using an Image library is to store all your image and media requirements in one place. The storage is nicely categorized and you can create as many categories as you want. Also it provides an easy Insert feature to use the images in Newsletters and mails.
Click the Image thumbnail you want to use and click the Insert Image button.
The Cursor should be positioned at the right place before you insert images.
" Can I store all images in image library?
You can store any number of images and of any format you want.
" What is Collection & Subject?
A Collection is a master category in the Image library.
A Subject is a Subcategory in the Image library.
A collection can contain any number of Subjects.
A Subject can have any number of Images.
E.g.: You have a Collection named "CAR". The CAR collection contains subjects like FORD, General motors, Toyota, etc. Now each subject can hold the Images of different models of the cars.
SMTP stands for Simple Mail Transfer Protocol. A SMTP server helps transmit your mails to your recipient's mailbox.
Mail reflectors are remote SMTP servers. To bypass your ISP while sending bulk mails you can use a Mail reflector. In such case you do not have a local SMTP, but your mail goes to the reflector via HTTP Post methods; the reflector in turn sends the mail to your recipients. Mail reflectors are used to avoid SMTP Port 25 blocking by your ISP.
" Where do I get mail reflector component?
A Mail reflector component compatible with KMVision Lite 3.3 has already been supplied
with the package. On installing the application the component will be copied under the
following path: Application path >> KMVLite >> CGI >> ChilkatCGI.exe. By
default KMVLite will be under C:\Program Files\KMVLite.
You cannot use any other Reflectors available in the market.
In case you do not find the Reflector EXE download it form the link below:
Click here to download Mail Reflector
" How do I store it in CGI-bin?
To use a Mail reflector you need to have a website. A website always has a CGI-bin folder by default. Use a FTP tool to upload the file "ChilkatCGI.exe" from the local KMVLite >> CGI folder to your websites CGI-bin. You can use any FTP tool. If CGI-bin folder is not there in your site you can create it using the FTP tool.
" Do I need to have a web server of my own?
You need a website of your own in case you want to use the Mail reflector.
" Since I prefer to use built-in SMTP server, why do I need mail reflector?
Even if you use the built-in SMTP server, your ISP may block your local SMTP Port 25, thus preventing you to transmit mails. To avoid such bottle necks you need to use a mail reflector.
" Can I schedule campaigns beyond a month?
Yes, you can create a campaign and schedule it in advance beyond a month. The Campaign start date should be a before date than the expiry date when you define the campaign process.
" How many campaigns can I schedule at a time?
You can schedule any number of campaigns at a time. We recommend providing a time gap of half an hour between two campaigns.
" What happens if two campaigns are scheduled on the same day?
There is no harm in scheduling multiple campaigns in a day. The Mail transfer Service "KMService" keeps sending your mails in the background. You can find the status of the Campaign as "Success" in the Schedule Manager once all mails for that campaign has been sent. The Status is updated automatically by the Service.
Response Manager controls Spam mails by using certain Built-in and user defined filters. It moves the Spam/Junk mails to junk folder, Newsletters to Newsletter folder, Bounce mails to Bounce folder etc. Your useful mails will remain in inbox or will be moved to the respective Return path folder.
" How does it cluster response mails?
It clusters Response mails based on the campaigns Return path Inbox, you have specified in the Campaign manager >> Return path tab >> Set Return path option.
" How does it handle Unsubscribe Requests?
The handling of Unsubscribe Request is based on the subject line. When a mail comes with a Subject of "Unsubscribe", it is pushed to the Unsubscribe folder and the recipients contact information is moved to the Unsubscribe contacts folder under the main Contact folder.
" How does it handle Bounce mails?
Your Email service provider generally sends bounce mails. It contains an email id of the service provider, which you can easily get from a Bounce mail. Enter this id into Response manager to effectively handle Bounce mails. Such mails are moved automatically to the Bounce folder.
" Is it necessary to configure email audit for each campaign?
No it's not necessary to configure Email audit for each campaign. But you need to turn on the filters in response manager to automatically handle incoming mails.
" How many reports can I generate?
You can generate the following types of Reports:
Campaign Summary
Campaign Status
Campaign Schedule & Delivery Status
" Can I retrieve data from all campaigns?
Yes, you can retrieve data from all campaigns.
" Can I retrieve campaign data even after that Campaign is
expired?
Yes, you can retrieve Campaign data even if the Campaign has expired.
Feedback / Support service?
" How do I log Trouble Ticket?
Go to www.km-vision.com.
Click the Product Menu and follow the required products home link, i.e. KMVision Lite.
On KMVision Lite home page go to Customer control panel on the left side.
On the Customer control panel page follow the Log Trouble Ticket link.
In the Trouble ticket page enter the TT Date, License key provided to you, Priority of the
Ticket and Click the Submit Button.
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