Navigation

What Is the Home Page

The application home page is the workspace that you see when you first log in and when you click the Home link on the persistent toolbar. It contains easy-access links to your most recently-used data.

At the top of your work space you see an Announcements section that contains updated, useful information about the application.

Note: Whether you see all of the items shown here depends on the permissions defined in your user.

You can expand and collapse any section by clicking the arrowhead icon in the upper lefthand corner of that section.

Notice that in the screenshot above the navigation pane is aligned vertically. You may align the tabs horizontally or vertically. See the How to Select the Tab Orientation section for more information. When the tabs are aligned horizontally, the home page looks like this:

The sections on the home page are as follows:

These sections show the name of the item, the user who most recently used the item, and the date when the item was most recently used.

By default, each section lists up to five items. Use the Show Less and Show More links at the bottom of each section to decrease or increase the number of items shown in that section.

If you attempt to log in to the application and you're returned to the login page with no errors, you most likely have your browser set up to reject cookies. In order to use the application, you must set your browser to accept first-party and third-party cookies. Please see your system administrator for assistance.

What Is the Persistent Toolbar

You can find the Persistent Toolbar in the top right-hand corner of the application. The Persistent Toolbar allows you to navigate through the application and even link to other features that ExactTarget offers. The Persistent Toolbar buttons are as follows:

What Is the Member ID

The member ID is a number assigned to your account. You need this number if you have problems with the application and need to speak with a representative from ExactTarget. If you have your tabs vertically aligned, your member ID appears in the upper right-hand corner of the application next your name. If your tabs are horitzontally aligned, your member ID appears in the Admin tab.

What Is the Toolbar

The toolbar is what appears at the top of your work space. A tool bar does not appear on the initial home page, but once you begin clicking tabs in the navigation pane, customized tool bars appear depending on the tab you have chosen. For example, when you click the Content tab, the first several options that appear on the toolbar are Create, Delete, Move, etc.

The toolbar gives you functionality in the application.

What Is the Navigation Pane

The navigation pane contains tabs that allow you to navigate through the process of creating and tracking your email. That tabs you can find in the navigation pane are as follows: 

You can hide the navigation pane at any time by clicking the gray bar on the right side of the pane. You may also resize the pane by dragging the bar that separates the navigation pane from the workspace.

What Is Custom Navigation

The custom navigation feature allows you to create your own horizontal tabs within the ExactTarget application. You can add the URL of a landing page to the ExactTarget application in order to create additional tabs for your users. You can build these landing pages to accomodate specific needs or create a more customized user experience.

This feature must be enabled by ExactTarget in order for you to use it. Please contact your ExactTarget representative in order to use custom navigation.

What Are Horizontal Tabs

You can choose to display the tabs on the ExactTarget home page in a horizontal or vertical format. The functionality of the controls remains the same, but the controls can be changed according to your preferences. See the How to Select Tab Orietntation section for step-by-step instructions.

Note: You must use hortizonal tabs in order to use Custom Navitation. 

How to Change User Settings

Your account administrator creates your your username, email address(es), passwords, and permissions when creating your user record.  As a user, you can control certain settings of your user profile. Use the following steps to change your settings and password:

1. From any page in the application, click the Settings command in the persistent toolbar. The Settings page for your user profile appears.
2. Click Edit.
3. Modify your information as follows:

If your administrator has enabled the advanced content creation tools, you can control how the tools work in your account:

User Interface settings

If you are an administrator, you can add users to your account.  

How to Change Your Password from Within the Application

Follow these steps to change your password after you've already logged in to the application:

1. From any page in the application, click the Settings command in the persistent toolbar. The Settings page for your user profile appears.
2. Under the General Settings section, click Change Password.
3. Modify your information as follows:

If you are an administrator, you can change passwords of users.

How to Change Your Password from the Login Page

If you forget your password, you can use your identity question and answer to authenticate yourself and create another password as follows:

1. On the login page of the application, click the Click here if you have forgotten your password link at the bottom of the screen.
2. Enter your username and email address (as entered in your user record) when prompted.
3. The application displays your challenge question. Enter your challenge answer exactly as you did when you first logged in.
4. The next screen you see is the same as when you first logged in: you're prompted to enter your new password twice and then to enter a challenge question and answer.
5. The application then logs you in.

If you forget both your password and the response to your challenge question, contact your application administrator who can reset your password in your user account. 

How to Select the Tab Orientation in Your Account

Follow these steps to enable horizontal tabs in your ExactTarget account:

1. Log in to your ExactTarget account.
2. Click the Settings button in the top-right corner of the ExactTarget application.
3. Click the Edit link next to the General Settings header.
4. Click the Horizontal Tabs radio button at the bottom of the menu.
5. Click the Save Changes button.
6. Log out of the ExactTarget application.

The horizontal tabs are available when you log back in to the ExactTarget application.

If you would like to revert back to vertical tabs, follow these steps:

1. Click the Admin tab on the persistent toolbar.
2. Click My Users.
3. Click on your name in the user window. (If you are an administrator, many users may appears).
4. Click Edit next to the General Settings Heading.
5. Select the Vertical NavBars radio button.
6. Click Save Changes.

The vertical tabs are available wheny ou log back in to the ExactTarget application.

How to Create Folders

You can create your own folder structure by following these steps:

1. In the navigation pane, navigate to the folder area where you want to add a new folder.

For example, to create a new email folder, open the My Emails folder in the navigation pane.

2. In the navigation pane, right-click the folder under which you want to add the new folder.

For example, to create a new email folder at the root of your emails folder, right-click My Emails. To create a new subfolder under one of your other folders, right-click that folder.

3. From the context menu that appears, choose New Folder.

A folder entitled new folder appears in the email folder structure. This temporary folder name is selected (as indicated by the highlighting) so that you can name it.

4. Type the name of the folder and then press Enter.

   Your new folder is now available.

How to Rename a Folder

You can rename any of the folders you've created. (You cannot rename the default root folders, such as My Emails.) In order to rename a folder, follow these steps:

1. In the navigation pane, right-click the folder you want to rename.
2. From the context menu that appears, choose Rename "folder name."

The name field of the selected folder becomes active for editing.

Note: For information on what characters are and are not allowed when naming folders, see ASSCII Characters.

3. Type the folder's new name and press Enter. The folder's name is now changed.

How to Move a Folder into Another Folder

You can adjust your folder structure by making the top-level folders you've created into subfolders of other folders, and vice-versa.

Note: You cannot move the default root folders, such as My Emails. Also, the order in which the folders appear in your folder structure is alphabetical; if you want the folders to appear in a different order, you'll need to rename them so that they're alphabetically in the desired order. Follow these steps to use the right-click method of moving folders:

1. In the navigation pane, right-click the folder you want to move.
2. From the context menu that appears, choose Move "folder name."

The Select Folder dialog box appears, displaying all the possible folders into which you can move the selected folder.

3. Click the destination folder (the folder under which you want your selected folder to be located).
4. Click OK.

Your folder is now in its new location.

You can also drag and drop folders in the navigation area to relocate them: click the folder that you want to move, and drag it until it hovers over the folder under which you want it to be located; then release.

How to Delete a Folder

You can remove folders you've created along with any contents, including subfolders, in the folder. (You cannot delete the default root folders, such as My Emails.)

Note the following about deleting a folder containing subscriber lists:

• When you delete a subscriber list folder, you're given the option to delete the subscribers from the lists in the folder being deleted. If you do not choose this option when prompted, the subscribers in the deleted lists are retained in your account.
• All lists in the subscriber list folder and its subfolders are deleted. Unless you choose to delete the subscribers along with the folders, however, this deletion doesn't affect your tracking data for emails sent to the deleted list(s). The application continues to track the subscribers' activities for those email jobs.

Follow these steps to delete a folder:

1. In the navigation pane, right-click the folder you want to delete.
2. From the context menu that appears, click Delete "folder name."
3. If you're deleting a subscriber list folder, the dialog box that appears includes a check box to delete all subscribers.

• If you want to retain the subscribers in your All Subscribers list and any other lists to which they belong, do not select the check box.
• If you want to remove the subscribers from your account entirely, select the check box.

4. Click Submit or OK in the dialog box.

The folder structure refreshes, and the folder is removed.