Difference between revisions of "Set up on Streamsend"

Latest revision as of 11:25, 13 August 2013

StreamSend Deployment Checklists

• Required Information
  • Customer Name
  • Expected number of E-Mail messages that will be sent per month for this account. (this will probably affect the cost to our customer for their service)
  • E-Mail address that will be associated with management of the customer's StreamSend access. This can be an existing customer E-Mail address but it cannot be an address that's used to manage any other StreamSend account.
  • Will customer have access to the StreamSend interface or will GLM be managing all newsletters for the customer?
• Tasks
  • Create E-Mail account that will be associated with the Customer Account (if necessary) and any desired "Reply-to:" addresses that might be used in E-Mails from the StreamSend system to recipients.
  • Create new StreamSend Customer Account using the StreamSend Private Label Manager.

Create Account

• Go to http://comm.gaslightmedia.com/
• Log in using "streamsend@gaslightmedia.com" and the standard "Glm..." admin password.
• Click on "Private Label Manager" near the upper-right of the page.
• Click "Add Account" near the upper-right of the page.
  • Enter the E-Mail address associated with management of the customer's StreamSend access in the "E-Mail:" field.
  • Enter an appropriate password.
  • Enter the customer Name in the "First Name" Field and the person managing the account for the customer in the "Last Name" field. If this will be a role account rather than a specific person, put "Role Account" in the "Last Name" field. (can also split the business name into the first and last name fields)
  • Note the number of E-Mails (per month) showing as available under the "Quota:" input box. If there are not enough monthly E-Mails to accommodate the expected number of messages for this customer, then we will need to upgrade our service with StreamSend to increase the amount available. Otherwise, enter the expected number of E-Mails per month in the "Quota:" field and click Create.

Set Up

• Click on "Private Label Manager" then click on the new account. The number displayed at the end of the URL for that page is the "StreamSend ID" number for that account.
• Click on "Private Label Manager" then click on "use" to the right of the customer account then click on "Account Settings" at the top right of the page.
• Click on "Activate" under "API" at the right of the page and click "OK" in the pop-up dialog box.
  • The "Login ID" and "Key" will be displayed. Save these and note them and the "StreamSend ID" from earlier in the task to Install and configure StreamSend API Support into customer Web site. These will be needed for the StreamSend API interface setup file.
  • Click on Dashboard then "Subscribers". Hover over an email address. The number after "/audience/" is the Audience ID. That will be needed for the StreamSend API interface setup file.

Set Time Zone

• From GLM's Private Label Manager, click on "use" for the customer account.
• Click on "Account Settings" in the upper-right corner.
• Click on "edit" to the right of "Settings".
• Select desired time zone and click "Save".

Customer Restrictions and Settings

• From GLM's Private Label Manager, click on "use" for the customer account.
• Click on the account name next to "Using Account:" at the top of the page.
• Click on "edit" to the right of the account name just under "View Account".
• Adjust settings as desired and click "Save Changes" at the bottom of the page.
  • Consider turning off "Restrict to one blast per day", "Restrict to one blast per database per day", "Restrict to one import per day per send", and 'turning on' "Subscribers can be permanently deleted".

Add GLM Management User for this Account

• From GLM's Private Label Manager, click on "use" for the customer account.
• Click on "Users" in the upper-right corner of the page.
• Click on "Create User"
• Enter "gaslightmedia@{domain}" and the standard admin password.
• Enter "Gaslight Media" for "First Name" and "Management Account" for "Last Name"
• Check the Make user an account administrator,then click on "Save Changes".

Optionally Assign Dedicated IP Address

• From GLM's Private Label Manager, click on desired account name
• Under "Preferences" click on "Assign dedicated IP address"
• After a few minutes return to Private Label Manager and click on desired account name
• If new IP address is not displaying, wait and refresh page till it does
• Add the displayed IP address to customer's SPF record in DNS, update DNS serial number and reload DNS
  • "v=spf1 ip4:{IP ADDRESS} a:gaslightmedia.com ~all"
• Verify that customer's E-Mail is functioning
• Add GLM Communicator account to customer's "Servers" in GLMdb
  • Name: GLMCommunicator
  • Username: {Login ID}
    • • Password: {Key}
      • IP Address: {Dedicated IP address of default of 72.19.197.39}
      • Location: Account ID
  • Install and configure StreamSend API Support into customer Web site.