Knowledge base

If your nurture or campaign emails are getting marked as Spam, there might be a problem with your company's DNS-server.

Many spam filters use Sender Policy Framework or SPF as one check in the process of deciding if your mail is spam or not. When receiving your mail, they compare IP address of the sending mail server to those listed in your DNS. If your DNS has a SPF-record and Loyalistic is not listed there, your mail is likely to be marked as Spam. And in cases where you don't have a SPF and your mail is marked as spam, adding SPF record might solve the problem.

You can check whether your domain has a SPF-record with this tool. Just type your domainname e.g. yourdomain.com to the first field and click "Get SPF-record".

Your SPF record is published as TXT record type, although some still use the now deprecated SPF-record type.

If you have a SPF record you need to add include:smtp.loyalistic.com within that record.

Contact your DNS admin or service provider and ask to add "include:smtp.loyalistic.com" (without quotation marks) to your SPF record.

If your DNS does NOT yet have SPF record, adding one may be a good idea. But before you rush to do it, remember to survey and include all your mail servers and other services that send email with your domain name.

Warning: Do not exceed 10 DNS lookups with your SPF-record!

When your blog is ready to launch, you may want to integrate it with your website. Here is how to do it.

Adding link to blog from your site's navigation

Add link to your site's navigation so website visitors (and Google) can find it.

Check from your webmaster or web agency who build the site whether you can modify navigation yourself or whether they should do it. You are basically just adding a link, however navigation is often coded so that it might break if you go and add a link yourself.

The right place is often on top or main navigation.

However if your website is highly conversion optimized, you may prefer to link from your footer instead.

Before you add link, check that you have set your blog's domain and path the way you want them. By default, your blog is hosted at <yourdomain>.loyalistic.com/blog/ and you may prefer to have it on your custom domain, and you may want to change /blog/ part to e.g. /posts/ or /articles/ if you host your blog at let say blog.yourdomain.com to avoid repeating word blog on the full URL. You can edit these at Settings > Custom Domain and URLs.

When you are adding the link or sending it to your webmaster, check that it works and that it ends to /, e.g. http://blog.yourdomain.com/articles/.

When you add the link, visitors and Google starts to find your blog.

Now it may take quite some time before Google has indexed it, so you may speed up the process by submitting blog's URL to Google. You can do it here: https://www.google.com/webmasters/tools/submit-url?pli=1

Adding newest posts feed to your website

If you like to show your latest blog posts on your site's front page perhaps, this is how to do it.

Open your blog at Loyalistic (admin side, not public). You'll find blog settings menu (cog icon) in between View Post and Create New Post buttons on the right. Select Get Feed Script.

Install this script to your website where you want to show your latest posts. This widget uses your site's styling so if it does not look like you want, you can tune it with your site's CSS. If you don't speak CSS, leave it to your webmaster or agency to style it. Otherwise you easily break your site.

Check Additional Settings if you need a bit more control.

Loyalistic comes with a free edition of our digital asset management tool, getImageRight(tm), making it supereasy to use your images in all your content. Just upload image once and you can easily reuse it in different contents. You can even resize and crop it. 

1. Signup for your free edition of getImageRight(tm).

Signup here: http://signup.getimageright.com/signup/?lang=en-US&code=GYYbcKxhUjr8qD5

2. Use from any Loyalistic editor

Whether you are creating a landing page, blog post or email, all Loyalistic editors have getImageRight-button. 

getImageRight-button:  

Click it to login and access or upload your images. You can easily crop and resize the image. Your original image is stored for further use so you can keep on resizing and cropping without reducing quality.

3. Access full getImageRight

Loyalistic editors use embedded getImageRight. For full features, you can login to your getImageRight at: 

http://login.getimageright.com/

4. Invite users

Your getImageRight is company-wide, so invite other team members to allows you all share and access images. Invite users from Manage -> Invite Users from the full getImageRight at http://login.getimageright.com/

It's possible to add Google Analytics (GA) tracking code to track your visitors also in pages, such as blog or landing pages, hosted with Loyalistic.

Adding GA code is a quick operation. However you may want to read the following article about how to set up Google Analytics correctly in multiple subdomain scenario as is often the case with Loyalistic.
http://www.ericmobley.net/guide-to-tracking-multiple-subdomains-in-google-analytics/

Adding Google Analytics tracking code to your Loyalistic site

1. Log in to Loyalistic.
2. In the upper-right corner, click on the gear icon and select Settings.
3. On the Settings page, select Branding.
4. On the Site Styles page, scroll down to locate Scripts / Head Scripts. Paste your tracking code here.
5. Click Save.

Done! Now the tracking code will appear on all pages.

Got both Loyalistic and PlanMill and want to transfer contacts between them? You can set up integration between the systems to do just that.

Getting API tokens

To set up the necessary client credentials in PlanMill, follow these steps:

1. Log in to your PlanMill instance, https://online.planmill.com/**YourInstance**/.
2. Go to https://online.planmill.com/**YourInstance**/api/registrations.jsp.
3. You can create new credentials by following the instructions on the page. After creating the credentials, copy Client ID and Client Secret as we will be using them later.

Setting up PlanMill integration in Loyalistic

When you have both Client ID and Client Secret, you can continue to set up the integration in Loyalistic. Log in to Loyalistic at https://app.loyalistic.com/suite/ (if not done already).

1. In the upper right corner, click on the gear icon and select Settings.
   
2. On the Settings page, select Integrations.
3. On the Integrations page, click on the Edit Settings link under PlanMill logo.
   
4. In the PlanMill Settings window, set up your integration details:
   • Enabled: whether or not the PlanMill integration is enabled.
   • Instance name: the name of your instance, as it is written in your instance URL. This is used to connect to your instance.
   • Client ID: your PlanMill client ID (the one you created earlier).
   • Client secret: your PlanMill client secret (the one you created earlier).
   • Action title: the text shown on the action in PlanMill. You can add the contact's company name to the deal title by adding text "{company}" to it.

After you have set up the details, press Save changes to enable your PlanMill integration. The PlanMill logo on the Integrations page will now show a green check mark on it indicating that the integration has been enabled.

Sending contacts to PlanMill

After enabling PlanMill integration, PlanMill-related functions will become available on the contact pages. For example sending several contacts at once to PlanMill can be done on the contacts page by first selecting the contacts to be sent by clicking on checkboxes next to contacts. A toolbar will appear on top of the list. From there, you can select Send to PlanMill to send the selected contacts.

You can also send individual contacts to PlanMill by clicking on the contact name. On the contact page, select Send to PlanMill.

When a contact is sent to PlanMill, the following steps are taken in the background:

1. First, Loyalistic checks if the contact's company ("account" in PlanMill) already exists in your PlanMill, searching by the company name. If the company is not found yet, a new company is created.
2. Next Loyalistic checks if the contact already exists in your PlanMill, searching by the email address. If the contact is not found, a new contact is created and attached to the company.
3. A new action is added, with the contact attached to it.

Getting contacts from PlanMill

You can import contacts from PlanMill to Loyalistic. Importing is done through lists:

1. In the upper right corner, click on the gear icon and select Lists.
2. On the Lists page, select a list by clicking on its' name.
3. On the list page, click on the Import button and select From PlanMill.
4. Select a PlanMill Campaign to be used when selecting contacts in PlanMill for importing. Campaigns are set in PlanMill.
5. Select the Status for imported contacts. All contacts imported from PlanMill will be set this status.
6. Click Import to start the import process. When the import is done, the browser will be redirected to the list page.
   

Note: Only contacts with an email address can be imported. If there are contacts without an email address, they will be ignored by the import process.