Functional Requirements for E-mail Manager

1.      Distribution Lists (groups) - There are two types of distribution lists, static and dynamic (autoresponders). Static lists stay the same until a new record is added, or taken out, by the user or by the request of a un-subscribe from an email recipient. A dynamic distribution list is built on-the-fly from the distributor table based upon parameters set up by the user. The following functions apply to both types of list:

1. Allow the user to set the system to automatically "unsubscribe" a record from the distribution list if the email bounces.
2. Allow an email recipient to unsubscribe from a distribution list by simply clicking a link in the email.
3. Allow email recipient to be in multiple distribution lists
4. Allow the user to merge two or more distribution lists
5. Allow the system to import and store a distribution list that is not a part of the distributor table. This will allow the user to do email campaigns to a list of prospects that are not in the distributor table. Allow the user to manually add a user/profile to the distribution list (name, email address, phone, etc.).

2.      Send Log - Display a send log that shows the date that a group email was sent, with total subscribers, total sent, percent received, etc. in columns. See table below.

3.      Send Log (example)

4. HTLM and Text based email - mime formatted emails to handle non-html browsers.
1. Editor allows Source, Design, and Preview Modes
2. Allows the user to easily pull images into the email from their shopping cart images folder
3. Allows the user to open an existing html document into the email editor
4. Allow the email to be AOL friendly

5. Data Fields - Editor allows you to easily insert any field from the Distributor, Order, Order Lines, and Bonus tables for both text and HTML emails.
6. Flexible Query Tool - used to create a distribution list.

1. Static Lists - Allow the user to create a static distribution list based upon the following queries:

                                                               i.      Search by specific distributor ID or range of distributor IDs

                                                             ii.      Search by specific downline (returns all records in distributor's downline)

                                                            iii.      Search by distributor by depth (returns all records in a sponsor's downline to a specific depth)

                                                           iv.      Search by distributor's personally enrolled (returns a sponsor's personally enrolled)

                                                             v.      Search by Active Date (the date they were entered into the system)

                                                           vi.      Search by Rank or group of Ranks

                                                          vii.      Search by PV by specific bonus date range, or current PV

                                                        viii.      Search by GV by specific bonus date range, or current GV

                                                           ix.      Search by inventory item, or range of item codes, by order date range, by status (entered, posted, shipped, and dates)

                                                             x.      Search by Autoship date (returns all autoship records scheduled for a specific day of the month)

                                                           xi.      Search by First Authoship date, Last Autoship date, or Final Autoship date

                                                          xii.      Search by commissions paid range, by bonus date range

                                                        xiii.      Search by Notes code, by date or date range (i.e., NSF - this is the code for non-sufficient funds in the Notes tab of the distributor manager)

2. Dynamic Lists - These lists use the same queries as static, but they are automatically ran by the system on a scheduled basis.
6. E-mail scheduling tool - allows you to schedule the delivery of saved email content (text and/or html) to be delivered to a specific distribution list (static or dynamic).
1. Delivery Schedule - The user can set up an email to be delivered for a specific number of days (or until a specific date), or ongoing, beginning on a specific date/time (server time).
2. Campaign Manager - The user can set up email content to be delivered in sequence to a specific distribution list (static or dynamic). For example, the user may want to send out 5 different emails in sequence to all new distributors. This tool should allow the user to:

                                                               i.      Create content groups - This allows the user to assemble a list of email content files and set up their sequence of delivery.

                                                             ii.      Create delivery groups - This allows the user to select the distribution list for the campaign.

                                                            iii.      Delivery Schedule - The user can set up a Campaign to begin and/or end on a certain day or after a number of sequences have been completed.

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