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Navigation
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This document contains explanations of the home page features and conceptual and procedural information for changing the navigation features of the ExactTarget application.
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 left-hand corner of that section. Tab View of Application Once you click one of the tabs, you begin using the application. 
The sections on the home page are as follows: | Section | Description | | Announcements | Updated, useful information about the application. | | Recent Emails | Most recently-modified emails. Click the email name to open the selected email in the email editor workspace. | | Recent Tracking | Most recently-sent emails. Click the email name to open the tracking area workspace and display the tracking details for the send. | | Recent Templates | Most recently-modified templates. Click the template name to open the selected template in the template editor workspace. | | Recent Lists | Most recently-modified subscriber lists. Click the list name to open the list in the subscriber area workspace. | | Recent Groups | Most recently-modified subscriber groups. Click the group name to open the group in the group area workspace. | | Recent Content Areas | Most recently-modified email-related items: images, surveys, documents, and/or stored content. Click the hyperlinked name to open the properties for that item. | 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. Known Issue This issue pertains to any area of the application where you see a grid that lists items you create. In this case, you see subscriber lists. 
Normally you can resize the column width by clicking and dragging the column edges to the width you desire. When approximately 30 or more columns exist on the grid, you may not be able to resize the column. You can always scroll left and right to view all columns, but resizing might not be an option.
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: | Menu Bar Buttons | Description | | Home | By clicking Home, you can navigate to the home page you see when you log in. You can click Home from any page in the application. | | 3sixty | By clicking 3sixty, a window opens in ExactTarget's social network called 3sixty. Learn more about 3sixty here. | | Settings | By clicking Settings, you can see the settings that ExactTarget or your application administrator set as your default settings. | | Help | By clicking Help, you can view ExactTarget's Online Help system. | | Logout | By clicking Logout, the application logs out and takes you to the initial login page. When finished in the application, logging out as opposed to navigating to another web page safeguards against any unauthorized access. For instructions on how to Logout, see How to Logout. |
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. 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: | Navigational Pane Tabs | Description | | Content | The Content tab allows you to create emails, content, surveys, landing pages, and templates. You can also upload your own content to use to create an email. | | Subscribers | The Subscribers tab lets you create lists and groups and manage those lists and groups. You can also create attributes and data filters in this tab. | | Interactions | The Interactions tab allows you to create activities, messages, and programs. | | Tracking | The Tracking tab allows you to track the activity of your email and create reports based on that tracking. | | Admin | The Admin tab provides access for your account administrator to configure your account. On this tab, you can define account settings and create users, send classifications, sender profiles, and delivery profiles. | 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 accommodate 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.
Physical Mailing Address The CAN-SPAM act requires a physical mailing address be included in the footer of all emails. Before ExactTarget sends an email, the application validates that there is a physical mailing address. Take a few seconds to ensure that yours is correct in your account before your first send. If you wish your physical mailing address to be removed from your email sends, contact your ExactTarget representative. How to Update Your Physical Mailing Address - Click the Admin tab.
- Click Account Settings.
- Click Edit.
- Updated your address as desired.
- Click Save.
How to Change User Settings 
Your account administrator creates 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: - From any page in the application, click the Settings command in the persistent toolbar. The Settings page for your user profile appears.
- Click Edit.
- Modify your information as follows:
| Field | Description | | Name | Enter your full name as you want it to appear in the application. Note: You can only change this value if you are administrator for your account. | | Reply Email Address | Enter the email address you want displayed when an email is sent from you. Note: You can only change this value if you are administrator for your account. | | Notification Email Address | Enter your complete email address. This email address is used when the you request to have results from application activities emailed to you. | | Username | Enter the username that you enter when logging in to the application. Note: The administrator of your account set a minimum number of characters for usernames. If you attempt to reset your username to a value that does not meet the minimum length requirement, you receive a validation error and the change isn't accepted. | | Time Zone | Click the drop-down menu to select the time zone of your choice. | | Date Format | Click the drop-down menu to select the date format of your choice. | | Enabled | Indicates whether this user is enabled. | | API User | Indicates that the user profile contains the credentials you use in your API calls. Note: This field is only displayed in accounts where the API advanced feature is enabled. You can only change this value if you are administrator for your account. | | Last Login | The date and time you last logged in to the application. | | Created | The date and time your user record was created. | | Modified By | The Name of the user who last modified your user settings, as well as the date and time the modifications were made. | If your administrator has enabled the advanced content creation tools, you can control how the tools work in your account: | Field | Description | | Use Advanced Email Creation Tools checkbox | Determines whether the email creation workspace uses the advanced tools. If you select this checkbox, you have the option to set the following two fields. | | Content Editor Location | Determines where the content editor appears when you click on a content area to edit. Valid values include: In a new window (default) - A modal content creation window appears. In the current window - The content creation tools appear in the same window. | | Content Area Selection Style | Determines how the editing options appear in the content area. Valid values include: Classic (default) - The editing options are buttons on the content area. Floating menu - The editing options are in a menu that appears when you click the content area. | 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: - From any page in the application, click the Settings command in the persistent toolbar. The Settings page for your user profile appears.
- Under the General Settings section, click Change Password.
- Modify your information as follows:
| Field | Description | | Old Password | Enter your old password. | | New Password | Enter a new password. Passwords can be no more than 30 characters. Note: The administrator of your account set a minimum number of characters and requirements for character types (alpha, text, numeric) for your password. If you attempt to reset your password to a value that does not meet the minimum requirements, you receive a validation error and the change isn't accepted. Note: Your new password is emailed to you (at the Notification Email Address) if the Send Password Change Confirmation Email is checked in the Security Settings. | | Verify New Password | Re-enter the value entered in the New Password field. | | Challenge Question | The challenge question is displayed when you provide the incorrect username and password combination after a pre-determined number of times. That number is equal to the value in the Maximum Invalid Logins field in the Security Settings. | | Challenge Answer | Enter the valid answer to the Challenge Question described above. The challenge answer can be no more than 35 characters. | 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: - On the login page of the application, click the Click here if you have forgotten your password link at the bottom of the screen.
- Enter your username and email address (as entered in your user record) when prompted.
- The application displays your challenge question. Enter your challenge answer exactly as you did when you first logged in.
- 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.
- 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 Reset User Passwords as an Admin To reset a password for a user, follow these steps: | Field | Description | | Old Password | Enter the old password for the user. | | New Password | Enter a new password for this user. Passwords can be no more than 30 characters. The password will be emailed to the user (at the Notification Email Address) if the Send Password Change Confirmation Email is checked in the Security Settings. Note: The password you create must adhere to the password conventions defined in the Account Security Settings. | | Verify New Password | Re-enter the value entered in the New Password field. | | Challenge Question | The challenge question is displayed when a user provides the incorrect username and password combination after a pre-determined number of times. That number is equal to the value in the Maximum Invalid Logins field in the Security Settings. | | Challenge Answer | Enter the valid answer to the Challenge Question described above. The challenge answer can be no more than 35 characters. | - Access the My Users workspace.
- Click the hyperlinked username in the My Users workspace to display the Settings page for that user.
- Click the Change Password hyperlink to display the Change Password page and define the following values.
- Click the Save Settings button.
How to Create Folders You can create your own folder structure by following these steps: - 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. - 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. - 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. -
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: - In the navigation pane, right-click the folder you want to rename.
- 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 ASCII Characters. - 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: - In the navigation pane, right-click the folder you want to move.
- 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. - Click the destination folder (the folder under which you want your selected folder to be located).
- 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: - In the navigation pane, right-click the folder you want to delete.
- From the context menu that appears, click Delete "folder name."
- 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.
- Click Submit or OK in the dialog box.
The folder structure refreshes, and the folder is removed. How to Create Additional Tabs in the ExactTarget Application Follow these steps to create additional tabs in the ExactTarget application: - Create a landing page in the Microsites area of the Content section. Copy the URL once you have saved it.
- Click the Admin button in the top menu.
- In the left column, click the plus sign next to Account Settings.
- Click Navigation.
- In the workspace, click Create.
- Enter the following information for your new tab:
- Name: Enter the name for the tab.
- External Key: Enter any external key you want to use for this tab.
- Description: Enter any description for the tab.
- URL: Enter the URL of the landing page you created at the beginning of this process.
- Click Save.
How to Change the Session Timeout Value By default your account times out after 20 minutes of inactivity. If you'd like to change that amount of time, follow this procedure: - Click the Admin tab.
- Click Account Settings.
- Click Security Settings.
- Click Edit.
- Click the Session Timeout drop-down menu and select an amount of time.
- Click Save.
The application saves your settings. How to Log Out When you're done using the application, follow this step to logout: - Click the Logout button in the persistent toolbar. Logging out rather than closing your browser or navigating to another site helps protect your organization's data from unauthorized access.
This page was last updated by Adam Evans on Tue, 04 Oct 2011 12:33:31 GMT.
If you require assistance with the ExactTarget application, please contact Global Support. If you wish to send Adam direct feedback, fill out the form below:
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