ACCOUNT ADMINISTRATION

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.

Business Units and Users

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.

Business Unit Structure Example

Corp Business Unit

Brand ‘A’ Brand ‘B’ Brand ‘C’

Business Units in ExactTarget

Administering Business Units

Create a Business Unit1. 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.

Create a Business Unit5. 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.

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

Roles

Administrator Analyst Content Creator Data ManagerApplication Area Allow Deny Allow Deny Allow Deny Allow DenyContent x xSubscribers x xInteractions x xTracking x x xReports x xAdmin xShared Folders x x x

• There are four standard roles available.

• Additional roles can be created to address your organization’s unique user access requirements.

My Users – Create a User1. In Users, click Create.

2. Enter General Settings including name, username, email address, and set a temporary password.

3. Click Save.

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

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.

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’

Administrator Analyst Content Creator Data ManagerApplication Area Allow Deny Allow Deny Allow Deny Allow DenyContent x xSubscribers x xInteractions x xTracking x x xReports x xAdmin xShared Folders x x x

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.

Workflows

Workflow for Adding a New Business Unit & a New User

Create Business Unit

Create Preference

Attribute for the Business Unit

Define Subscriber

FilterCreate User

Assign User Role

Assign the User to the

Business Unit

Provide login credentials to

the user.

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

Manage Business Units• Manage Business Units:

– Update by clicking the hyperlinked Business Unit Name.– View assigned users.– Delete.

Manage Users• Manage users in your organization:

– Create new users and specify permissions– Manage Roles.– Manage Business Units assignment.– Disable users.

See it

Other Account Settings

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.

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.

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.

Security Settings• Parameters can be defined for session timeout, username and passwords

conventions and lockout logic.

Reply Mail Management• What is Reply Mail Management?

– A feature which automatically manages replies and leave or unsubscribe requests .

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

Reply Mail Management• In this area, you can configure:

– Reply Address Definition.– Reply Filters.– Responses.– Routing: the address which will

receive remaining replies.

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.

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.

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.

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.

See it

Data Management

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.

File Location1. 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.

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

Key Management1. 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.

Key Management5. Complete fields relating to encryption (vary depending on encryption type

selected).6. Click Save.

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:

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()

See it

Send Management

Send Management• In this area you will configure Send Definitions.

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.

Sender Profile1. 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.

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.

Delivery Profile1. Click Create.2. Complete Properties.3. Configure IP Address (private IP

address only).4. Select Header.5. Select Footer.6. Click Save.

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

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.

Send Classification1. Click Create.2. Enter Properties.3. Select the CAN-SPAM classification:

– Commercial– Transactional

4. Select Sender Profile and Delivery Profile5. Select Send Priority.6. Click Save.

See it

Summary

Summary• 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.

Questions?