ZINFI UPM Guide

Email Marketing Management for Channel Partners

View Senders

Overview

Effective email communication is critical for engaging partners and executing co-marketing campaigns. The Email Marketing Management module within Market provides the necessary tools for vendors to control and streamline their email outreach. A core component of this is managing sender email addresses, which ensures brand consistency and deliverability.

Administrators use this feature to maintain a curated list of email addresses that partners can use when sending campaigns through the platform. This helps prevent unapproved or unverified email addresses from being used, safeguarding brand reputation and improving email deliverability rates. By managing these senders, the platform supports compliant and professional communication with end customers and partners.

Accessing Sender Management

Email Senders list view
Email Senders list view

Click Email → Senders.

Deleting Sender Email Addresses

Senders list with items selected
Senders list with items selected

Click the Delete button.

Sender email deletion confirmation dialog
Sender email deletion confirmation dialog

This screen displays a confirmation dialog for deleting selected sender email addresses within the Email Marketing Management module. It presents a list of the email addresses chosen for removal from the system, allowing for a final review before the deletion action is executed. This dialog ensures that administrators can verify the specific sender records they intend to delete, preventing accidental removal of important email identities used for campaigns.

Creating Custom Views

Delete Record List confirmation modal
Delete Record List confirmation modal

Click the Delete button to confirm the deletion of the selected sender email addresses.

Filter configuration modal
Filter configuration modal

This modal window provides filtering and display column configuration options for a list view, likely related to email senders within the Email Marketing Management module. Users can define custom filters by adding specific fields and then selecting which of those fields, or other relevant data points, should be displayed as columns in the main data grid. This customization allows users to tailor the view to their specific analytical or operational needs, and the ability to save configurations streamlines future access to frequently used data perspectives. This screen helps users manage and organize the information presented in complex data tables by controlling both the criteria for filtering records and the visual layout of the results.

Configure the filter and display columns for the email senders list.

Buttons

ButtonDescription
AddA button to add the currently selected field from the 'Add Additional Fields for Filter' dropdown to the filter configuration.
Save FilterA button to save the current filter and display column configuration under the specified name.

Fields

FieldDescription
Add Additional Fields for FilterA dropdown menu to select additional fields that can be used to filter the data in the associated list view. Once a field is selected, it can be added using the 'Add' button.
SelectThe dropdown control for selecting fields to add to the filter configuration.
Insert Filter Configuration NameA text input field where a user can enter a name for the custom filter configuration, allowing it to be saved and reused.

Filtering Sender Email Addresses

View Senders page with filter panel closed
View Senders page with filter panel closed

Click the Filter button.

Filter dialog for sender email addresses
Filter dialog for sender email addresses

This Filter dialog allows administrators to refine the list of sender email addresses displayed in the Email Marketing Management module. Users can apply basic or advanced filtering criteria to quickly locate specific sender configurations, which is crucial for managing email campaigns and ensuring proper sender authentication. The dialog supports filtering by various attributes of the sender records, enabling efficient management of email sending identities within the platform. This helps maintain email deliverability and brand consistency by allowing quick access to specific sender details for editing or review.

Review the configured filter criteria for 'Sender Email Address' and click 'Apply' to filter the list.

Buttons

ButtonDescription
BasicSelects the basic filter configuration view, allowing simple rule creation.
AdvanceSelects the advanced filter configuration view, typically for more complex rule sets.
Save FilterSaves the current filter configuration with the specified name for later reuse.
ApplyApplies the configured filter criteria to the list of sender email addresses.
ClearClears all currently configured filter criteria.

Fields

FieldDescription
Sender Email AddressThe column selected for filtering, indicating that the filter will apply to the sender's email address.
ContainsThe selected operator, indicating that the 'Sender Email Address' must contain the specified 'Search Text'.
robertThe text value entered to filter sender email addresses that contain 'robert'.
Insert Filter Configuration NameAn input field to provide a name for the current filter configuration, allowing it to be saved for future use.

Column Headings

ColumnDescription
IDIdentifies the row number for the filter criterion.
Column NameSpecifies the data field in the list that the filter will be applied to.
OperatorDefines the comparison logic (e.g., 'Contains', 'Equals', 'Starts With') for the filter.
Search TextThe value or keyword to search for within the selected column.
Advanced Filter panel for Senders
Advanced Filter panel for Senders

This filter panel provides advanced options for refining the list of email senders displayed in the Email Marketing Management module. Users can define specific criteria based on various fields, apply logical operators, and input values to precisely target the desired sender records. The panel supports saving frequently used filter configurations for quick access and reuse, streamlining the process of managing email sender lists. This functionality is crucial for administrators to efficiently locate, review, and manage specific sender profiles within the platform.

Configure the advanced filter by specifying the field, operator, and value for your search criteria.

Buttons

ButtonDescription
BasicSwitches to the basic filter configuration options.
AdvanceSwitches to the advanced filter configuration options, allowing for more complex criteria.
AddAdds a new row to define an additional filter condition.
Save FilterSaves the current filter configuration under the specified name.
ApplyApplies the configured filter conditions to the list of email senders.
ClearClears all currently defined filter conditions.

Fields

FieldDescription
Manage Senders Email > S...The selected field for the filter condition, representing the sender's email address.
EqualThe selected operator for the filter condition, indicating an exact match is required.
robert@The value entered for the filter condition, used to match against the sender email address.
Insert Filter Configuration NameInput field to provide a name for the current filter configuration to save it for future use.

Column Headings

ColumnDescription
IDIdentifies the row number for each filter condition.
FieldsAllows selection of the specific field to apply the filter condition against, currently set to 'Manage Senders Email > Sender Email Address'.
OperatorAllows selection of the logical operator for the filter condition, currently set to 'Equal'.
ValueAllows input of the value to match against the selected field, currently set to 'robert@'.
ActionProvides actions related to the filter condition, such as adding more conditions.