Frequently Asked Questions and Tutorial Videos for Your ArchReach Account
Have you completed the Onboarding Courses? If not, please take a few minutes to complete each course. It will give you a solid understanding of your ArchReach system and ready to start using it effectively in a short amount of time.
Need help getting started with your ArchReach Account? Find your answer below or reach out to firstname.lastname@example.org.
ArchReach System Overview
Video Training (1hr 41mins) on ArchReach Basics!
How to login to my account?
To access your ArchReach account, you will need:
- url for your account. It looks like this: yourcompanyname.archreach.com
- Open a new tab in your web browser and put in your account url and press the “enter” or “return” key on your keyboard. You’ll see the login screen.
- Enter your email address OR the word “admin”.
- Enter in your password
- Click the login button
screenshot of how to login to your AR account.
Your ArchReach account url and password were sent to you once your account was set up. If you can’t find this information, please contact email@example.com.
How to add users to my account?
To add new users to your ArchReach account:
- Log in to your account and hover over your name in the upper right corner
- In the dropdown that appears, click on “users”
- On the next screen, click on “Add User”.
- Complete the fields, adding in the information for the new user. Then click “Add” at the bottom.
- That’s it! You now have added a new user to your account.
How to import contacts?
Can I import Linkedin contacts?
No! Unless your Linkedin contacts have “opted-in” by submitting their email via one of your forms or previously opted-in to your list from a different email marketing service, you can not import Linkedin contacts. Simply being connected to you on social media is not permission to send them emails. If you import them and then try to send out an email, your account will be placed in a hold and the email will not be sent out until you remove those Linkedin contacts.
How to create a .csv file?
“CSV” stands for “Comma Separated Values”.
Here are the steps for creating a “CSV file” of your contacts for importing into your ArchReach account:
- Create a new, blank workbook in Microsoft Excel or Apple Numbers
- In the first row of the workbook, but the field names you will be using for your contact records (note that at minimum, each contact record needs to contain an email address).
- Next, populate the following rows with your contacts’ information. Put each contact on a separate row. If you are missing some information for a contact, leave the cell blank:
- Lastly, save the file as a “CSV” format file.
- Now you are ready to import this CSV file into your ArchReach account.
How to update or change my business contact information?
If you need to change or update your business address within your ArchReach account, this is what you need to do:
Where to find settings for your AR account.
- Log in to your account. Click on your name in top right corner and go to My Settings. See above image.
- Change your company details on this page and be sure to update the information in the signature box. Click the green Save Settings button when you’re done making changes.
- Now go to Lists and then next to one of your lists, click on the down arrow next to “Import Contacts” to reveal a dropdown menu. Then click on Edit.
Go to Lists to change business contact information in your emails.
- In the window that pops up, check that the sender address is correct. If not, click on the address and you’ll see an option to Add new address. Choose Add new Address.
- Now you’ll be able to add in new address details. (Remember you don’t need to do this if the address is correct in step #4.)
- Click Create List.
- Do steps #3-6 for each mailing list.
- The other place you’ll need to update your address is in your %signature% message variable (if you have one set up). If you don’t this variable set up in Campaigns> Edit Message Variables, then you don’t have anything else to change.
- If you need to edit message variables, see the step by step instructions below in “How to edit or create new message variables?”.
How to change the “from” email address in my emails?
- Go to Campaigns and open the email that you want to change the email address for.
- In the summary area, click the “Edit” button next to “Subject”. You’re not changing the subject line but this is how you access the email address and other information.
- In the email settings, change the email address to what you want the from address to be. Then click the close button at the bottom. Once this popup is closed, click the “Save & Exit” button at the top right.
How to edit the Done-For-You emails in the automations?
How to edit or create new message variables?
- To edit or create new message variables, go to Campaigns and then click on the down arrow next to Manage Templates.
- In the dropdown that appears, click on “Edit Message Variables”.
- To modify an existing message variable, choose the variable and then click the Edit button. To create a new variable, click the Add button.
- Add/Edit the name of the variable and its tag. The tag is what goes in your emails %messagevariable% and should have no spaces or other symbols in it.
- Choose which lists you want the variable to be available for. Its best to choose “All”.
- In the visual editor below, type or paste in whatever content you want the variable to be a placeholder for. You can also add images by clicking the image icon in the editor toolbar.
- Once you’re done, click the “Update” button at the bottom.
How to Opt-in your old or offline contact list?
What’s an opt-in? This means that all of your contacts must have willingly given you their email address, with the knowledge that they would be added to your list and receive mass emails from you. Usually, contacts sign up using an online subscription form.
How to get your contacts to opt-in? Well, who’s on your list that didn’t meet the import rules in my previous email? Were they past clients, social media connections, people you met at a tradeshow? Depending on what your relationship is, determines the best method to use to ask them to join your list.
If your contacts are past clients that you haven’t not kept in touch with or anyone that you haven’t emailed in the past year, then you should send them a personal email with a short message asking if they’d like to receive your e-newsletter. Here’s an example letter.
This example email also works for contacts you met at a trade show, you’ll just need to modify the language a bit to make it a better fit. If your contacts are social media connections then you can send them a message directly on that social media platform (Linkedin, Facebook, Twitter, etc). Keep it short and to the point, for example:
“Hey John, We’ve been connected for a while and in some of the same groups. I thought you might be interested in a new project I’m working on. I’m starting a monthly newsletter that [short description of your newsletter content]. You can sign up for it here: [LINK to form here] I’d appreciate your feedback on the content.”
Now, you’ll have noticed that both examples have a placeholder for a link to a signup form. You already have this set up for you in your AR account. Here’s how to find it:
- Log in to your ArchReach account
- Go to “Forms”.
- Look for “Newsletter form” and click on it.
- You’ll see the form and then in the upper right corner a button that says “Integrate”. Click this button.
- Now you’ll see a heading that says “integrate your form” and under this you’ll see 3 tabs. Click on the one that say “Link”.
- Copy the link you see in the box. This is the link to your newsletter form.
- Paste this link into your email/message where indicated.
When people click the link and complete the form, their contact information will automatically be added to your Newsletter and Prospects lists in your ArchReach account. They are now considered “opted in”.
Email firstname.lastname@example.org to find out how.
Important! Please read: Our List Import Policy
It’s important that you only import contacts that have opted-in to receive emails from you. Or have otherwise expressed interest in getting emails from you. How do you know if your list of contacts are ok to import? Read our import policy: https://archreach.com/list-import-policy/
How to edit or make a new list?
How to create a new form?
How to change or edit the form fields?
How to integrate a form into my website?
How to create a new automation sequence?
How to edit the Done-For-You automations?
How to manually remove a contact from an automation?
How to organize all of your automations?
How to use your 30 Day Follow Up automations?
How to use your ArchReach Network Follow Up automation?
How to send a Campaign Email?
How to add images to my Image Manager?
To add images to your Image Manager for use in your Campaign and Automation emails;
- Go to the Campaigns tab;
- Click on the Manage Templates button;
- Then click to open any of the email templates in your system. Choose one that uses images. You’re not creating an email but this is how you access your Image Manager;
- In the opened email template, click on the image in that template so that a little box of options appears above it;
- Click on the image icon in that box;
- This opens your Image Manager;
- Click on the folder you want to upload your image into or create a new folder;
- Click then green Add New Image button and upload your image;
- Once you’re done, exit out of the Image Manager and then click either the Previous button or the Save & Exit button to exit out of the template;
- The images you uploaded are now available for any of your emails.
How to create a new email template?
Content coming soon. In the meantime, email email@example.com.
How to create a landing page?
Content coming soon. In the meantime, email firstname.lastname@example.org.
How to generate reports?
Once a campaign has sent, you can view reports to see the different statistics on the campaign.
You can view the following stats on the Reports page:
- Links clicked
- Social Sharing
To view a Report for a particular campaign, click on the Reports tab and then click on the name of the for the particular campaign that you want to view.
In addition to viewing statistics on your campaign, you can also resend or share your campaign reports.
How to use Tags to segment your lists?
How to add Tags to your contacts?
You can view, manage or add new tags using the Contacts > Tags section of ArchReach:
To add new tags, type into the field in the upper left one tag per line, then click Add Tag.
To see which contacts have a particular tag, there are several ways to do this. A simple way is to go to your Contacts section, then use the TAGS filter dropdown menu and select a tag:
After you have listed a group of contacts manually, you can click the Edit All button to add them to a list (for quick searching and sending campaign broadcasts) or an automation (for sequential followup):
You can also add tags to contacts in bulk (click Edit All), or select several contacts by checking the box to the left of their name in the contact list, then click the Edit button:
Click “Add a tag” then type in your tag name and Apply Changes.