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This system was designed to skirt a problem with Thermo emails not being able to receive emails from Eloqua. The system allows for emails to be sent through SMTP using a Thermo email address so it appears to be coming from inside their network.

With this method there are limitations. We can only send 30 emails a minute so we need to create batches which are processed 1 minute at a time.

Read on to find out how to choose emails to send, manage contacts, create batches, and more.

Managing contacts

Navigate to the "Contacts" menu item. Here you will be able to add, remove, and edit recipients of emails.

You can add contacts in bulk using the "Bulk Upload" button. Format csvs using these headers:

email first_name last_name company title division rep_email rep_first_name rep_last_name rep_phone_number rep_title rep_division group

When adding contacts using a csv, there a few important things to note.

  1. The csv will not upload without the correct column names
  2. If there is a duplicate email address in the list, only the first one will get created.
  3. If there is a duplicate email address in the database, it will not create a new contact. Please be wary of adding contacts to multiple groups. This feature needs to be added if we wish to make a csv upload that can add contacts to groups.
  4. For any contact, if the rep_email field matches a rep already in the database, it will link the new contact to that rep.
  5. If it cannot find a Representative for the rep_email, it will create a new Representative and link it.
  6. For any contact, if the group field matches a group already in the database, it will link the new contact to that group.
  7. If it cannot find a Group for the group, it will create a new Group and link it.

After creating a csv upload, the batch number will be returned to you. Save this number as it will help to identify if your batch was created. Once the upload has finished and the page is refreshed, you can use the search box to find the new contacts by searching the batch number you saved.

Managing Reps

Contacts have Representatives that are often used as dynamic content in emails. Navigate to the "Settings" -> "Edit Reps" to change the available Reps you can choose from for a contact.

Managing Emails

When a new email is created, the template has to be uploaded to the server by a developer. Once the template is uploaded, you can create an instance of that email using the "Settings" -> "Edit Emails" menu item.

You are aloud to create multiple emails using the same template. This allows you to create a different email for different subject lines, or other settings. If the subject line is staying the same, you can use the same email when creating the batch.

Emails can be previewed on Step 1 in "Send Emails"

Creating a batch

To create a batch you will need to go through 3 steps.

  1. Choose an email

    2. Look through the list of emails to find the one you want to send. You can preview emails in you browser, and also send test emails to anyone in the "Tester" group.

  2. Choose contacts

    3. You can add contacts by group or individually. You can also remove contacts by group or individually.

    Use the 2 tabs to view contacts that have been added, or ones that have not been added yet.

  3. Confirm and Send

    4. This step shows you the number of contacts that you will be sending the email to.

    Once confirmed, the page will redirect to the batch detail page. Here you can see the status of the batch. You can see for each contact, who has been sent emails and who is still in the queue.