Product Glossary

The term "settings" refer to an area of your account where you can manage account configurations, user settings, integrations, and more. 

Click the cog icon in the top right of your navigation bar to view Settings options:

A favicon is a graphic image (icon) associated with a particular brand that is applied to a web page or web site. Delivra offers favicon branding which will be seen in the browser tab when an end-user views assets like hosted forms and landing pages from your account.

The term "footer" refers to the automatically appended information to outgoing campaigns that identify the sender. Footers include the sender name and physical address, an option to unsubscribe, a forward to a friend link, and a privacy policy link. All accounts are setup with at least one default footer. See example footer in the image below:

Notes

1. At the very least each footer must contain the name of the sender, a physical street address, and a functional unsubscribe link.
2. The default footer can be disabled as long as it's approved by our Deliverability team. Contact Support for more information.

The term "homepage notification" refers to an alert feature available to Customer administrators managing multiple accounts. These notifications can be configured to display on your account(s) homepage(s). Include text, assign color, and set display date range. In the image below, the homepage notification is shown as a blue bar.

The "sender address" is the From line used for campaigns sent. The sender address is seen by the recipient of the email and identifies who sent the campaign. You can view and manage sender addresses in the Account Management tab of the Settings dashboard of your account.

The term "site" is used to describe the way our system groups multiple accounts run by one entity.

Grouping accounts in this way allows those accounts to share some common features like email rendering or shared templates, for example.

A site must have a designated user, called a Site Administrator. This user can access all parts of the system, and all features available on your license.

The homepage or account dashboard is intended to provide an overall look at the activities in your account for campaigns, sent volume and more. This homepage can be configured with additional widgets, and configured to view multiple accounts. 

The term "mobile statistics" refers to sent email reports that depict opens by environment, opens by browser, opens by email client and opens by client platforms. The below snapshot shows information included in the Mailing Overview report found in your Analytics dashboard.

The term "bounce" refers to delivery error messages the system receives for the individual recipients of an email sent from your account. There are two types of bounces:

Soft (Transient): A temporary bounce (failure) message such as a mailbox being full for a recipient.

Hard (Permanent): A long term bounce (failure) message such as an email address being invalid or no longer active.

The term "click" or "clickthrough" refers to recipient activity of clicking a hyperlink from their received email. This activity is reported back to your account and visible in email analytics and can be used to build behavior Segments.

The term "complaint" refers to the action of a recipient of an email sent from your account clicks the 'Spam' or 'Report as spam' button in their email client. Complainants will automatically be unsubscribed from your account. 

Notes

1. Ideally your complaint rate should not exceed .3% on any email.
2. Complaints are not visible in any report; they are protected for privacy.

A rejection message is the information our system receives back from a mail server concerning why an email to the recipient bounced. You can find rejection messages in many reports in the Analytics dashboard.

The term "report group" refers to a tool that allows the grouping of multiple sent emails so that all included emails' statistics can be viewed in one report. A single email can belong to multiple report groups.

Example uses: All emails sent in the month of October, all emails sent for the year, include all segments of one email into a report group to see overall statistics.

The term "total open" seen in many reports refers to all of the tracked opens of a sent email, including all instances of a recipient opening the email more than once.

Opens are calculated by dividing the successful recipient # by the open #.

The term "unique open" seen in many reports refers to tracking one open per recipient, regardless if any recipient opened it more than once.

Opens are calculated by dividing the successful recipient # by the open #.

The term "engagement" that is seen in campaign reports refers to a formula involving campaign recipient actions (opens, clicks, unsubscribes, etc.) divided by the number of recipients of that campaign. 

This score is commonly used to gauge recipient interaction for the campaign as a whole and to identify campaigns that may not be as effective.   

You can manage this scoring structure for your account in Account Management > General Settings > Settings. 

Notes

1. It is important to note that the engagement score is an index or summary of combined actions, and not measured on a set scale (i.e. on a scale of 1-10).
   
   
2. It is also important to understand how differing audiences or differing campaign types (i.e. informational vs. promotional) can return very different measurements of engagement. Compare "apples to apples" when using the mailing engagement score to draw conclusions of your campaign success.
   
   
3. There is no universal "right" or "recommended" engagement score, because not all accounts use all of the tracking features included in the formulas. But because the formula is the same for every campaign within an account, the engagement indexes are useful for comparisons to see which campaigns are performing the best.
   
   
4. Engagement data can be sent back to your CRM via API.  See our API Guide for endpoint information.

The term "Email Templates" refers to fully designed files saved to the Assets dashboard of your account. Email Templates are email designs that you plan to re-use when creating Campaigns. There are two kinds of templates:

• Draft Templates: draft templates are templates that are still being created, tweaked, or approved. 
• Complete Templates: these are templates that are ready for use. Only templates that are in the complete status will be available to use when creating a campaign.

Both of these template types are available in Assets > Email Templates. Toggle back and forth between the two using the toggle at the top of the page:

Tip

Create a library of template files that cover the typical layouts of the emails you send. For instance, create a template file for e-news communications, another for sales promotions, and another for product updates. The purpose of a template library is to provide a starting point that includes majority of your design elements, allowing you to quickly replace text and images when creating a campaign.

The term "landing pages" refers to a feature that allows you to design hosted web pages. These Landing Pages can be used in emails as a redirect for a link or they can be used in forms to redirect the subscriber to another page. Find this feature in your Assets dashboard.

Example

You may create a Landing Page as a custom unsubscribe page, a temporary page for an email-only deal, or a custom subscribe page that sets expectations for the new subscriber. 

The term "preference center" refers to a hosted form often used in the footer of sent campaigns in lieu of a one click unsubscribe where recipients can manage their own subscriptions.

A "snippet" is a reusable design section that can be pulled into an email template or campaign.  

You will find the Snippet feature in your Assets dashboard.  There you can build a library of these reusable sections.  

The term "subscribe form" refers to how people can signup for your email list. In Delivra, you have the ability to create form that collects subscriber information. When the form is submitted, it will add a new contact to your Delivra account or update an existing contact with that email address in your account. 

Typically subscribe forms are embedded on external websites and ask for minimal information.

A subscribe form can remain hosted in your Delivra account and simply be linked to from your website, or the form code can be exported and hosted on your website.

Customer Template Repositories allow site administrators to save approved templates, images and snippets to a dedicated template account on your site. Designated users may also access the repository to update or remove obsolete templates, images, or snippets.

How does it work?

When creating a new email, any sub-account on your site can select a template that exists in the current account, or the template repository. They can also access images and snippets assigned to the repository library. 

The repository helps you provide the most up to date content to all sub-accounts while ensuring you retain tight version control. 

Notes

1. Repository accounts, a.k.a. template accounts, are available to customers who manage multiple accounts. Contact support or client success for more details.

The term "media library" refers to a place to store image files (gif, jpg, png), PDF documents, Word documents and other HTML files in your account. 

The purpose of the media library is to house any email content that Delivra will host and to create paths for those files to make sure there are no broken images or links.

You will find the media library in the Asset dashboard. Upload images and other file types here for hosting.

Our Automation feature provides clients the ability to strategically plot out an entire email series, determining which campaigns are sent based on a variety of subscriber actions, their inactions, data or time.

Common examples of Automation include:

• Re-Engagement: Create a series of emails to get in-front of inactive subscribers. 
• Welcome Series: Create a series of emails to inform new subscribers of your brand, your mission, or their benefits of subscription.

The term "Lead Alert" is an automated campaign that serves as a notification to an internal recipient. 

Automation

Typically Lead Alerts are used in automation workflows.

Lead alerts can be used to notify a sales rep of new contacts entering an automation or actions of contacts in a workflow branch, like opened/clicked activity.  (These are only a few examples, there are many more!)

Functionally, a Lead Alert is a physical email meant for an internal audience and triggered by some action in an automation workflow step.

Forms

Beyond automation, forms can be set up to send lead alerts upon form submission. In the form editor, click into the INFO tab

"Clicked on SMS Link" is a type of step that can be incorporated into your automation. This step allows you to evaluate if contacts who received an SMS message previously in the automation clicked a link.

Note

Use of SMS features in an Automation require the use of our SMS platform and configured keyword. Contact support or client success for more information.

The term "duplicate step" refers to a function within the automation designer that allows you to copy a previous step in the workflow. 

Duplicate step can be used for any Action or Condition steps as well as Send Email or Send SMS steps to duplicate the details of a previously configured step. Simply drag & drop on the step to be duplicated in the workflow on the left.

"Evaluate Email Contact" is a type of condition in the Automation designer that can be used in a workflow to evaluate data for the contact at that point in time. The use of an Evaluate Email Contact condition step allows you to split your the workflow into two paths based on the data for the contact at the point in time. 

"Exit" is a type of step that can be incorporated into your automation. This step allows you to determine when contacts should be removed from the automation and transitioned into another automation.



Example Use Cases

1) Identify contacts that are not interacting with a lead nurturing series and transition them to a re-engagement series.
2) When data changes on a contact record, like becoming an Active Customer, transition them to a new customer onboarding series.

The term "export CSV" refers to a type of step that can be incorporated into your automation.

This steps automates an export a file of contacts that flow through a step and email it to an identified email address. 

A potential use case for "Export CSV" is to receive a list of all users that have been through the workflow without taking action for follow up calls.

The term "pause" refers to a type of step that can be incorporated into your Automation.

The Pause step sets a wait time between steps. Pauses are used to prevent campaigns in the automation from going out back to back or to manage the length of time between emails and evaluations of actions or changes in contact record data, etc. 

Pauses can be as simple as setting a # of days or weeks, or as complex as defining a specific day of the month to release contacts to the next step.

"Purchased from Clickstream" is a type of step that can be incorporated into your automation. This step allows you to evaluate purchase activity of contacts at this point in time from a previous email or SMS. step.

Note

Evaluation of purchases within automation requires the use of our Clickstream integration. Contact support or client success for more information.

The term "remove step" refers to a function to delete a step in an automation workflow. Drag the Remove Step icon from the right and drop it on the step to be removed on the left.

The term "Send Email" refers to a step in an automation workflow to indicate an email campaign should be sent at that step. Automations must start with a Send Email, Send SMS or Event step. 

The term "Send SMS" refers to a type of step that indicates a SMS message is sent in an Automation workflow. You can start an Automation with a "Send SMS" step if SMS is enabled for your account.

Note

Use of SMS features in an Automation require the use of our SMS platform and configured keyword. Contact support or client success for more information.

The term "stop" refers to a type of step that can be incorporated into your automation.

The stop step collects recipients at the end of a workflow branch. Using a stop step allows you to add more to the workflow in the future. Build out the rest of the branch after the Stop, when you're ready to move those recipients forward, remove the Stop. They'll flow to the next step.

Note

If you have an automation set to allow contacts to re-enter, you should not use Stop steps at the end of your branches.

"Subscribed to SMS" is a type of step that can be incorporated into your automation. This step allows you to evaluate if contacts in an automation are subscribed to your SMS program. This step will allow you to branch the automation into an SMS message track.

Note

Use of SMS features in an Automation require the use of our SMS platform and configured keyword. Contact your Client Success Manager for more information.

The term "update field" refers to a type of step that can be incorporated into your automation.

The update field step allows you to change a contact's data based on behavior in the automation workflow. 

The term "update category" refers to a type of step that can be incorporated into your automation.

This step allows you to add a contact to a category or remove a contact from a category in the workflow.

Use the Split action step in your Automation workflow to test different scenarios and monitor which strategies drive optimal results. 

Split Action
In the Automation designer a new action step is available, "Split". Adding a Split step will branch the workflow, similar to the way Condition steps branch into Yes / No paths. The Split step will divide the audience into two groups based on user defined percentages:

Rejoin Split Action
A new “Rejoin Split” step has also been introduced. It’s not a standalone step, but rather automatically pulled in when a Split step is added to the workflow. The “Rejoin Split” step serves as a helpful visual aid to see the split representation on screen.

A variety of Action and Conditions can be added between the "Split" and “Rejoin Split” steps to customize the journey of each audience in the Automation workflow.

Then, the “Rejoin Split” brings the audience back together as one group to continue through the Automation.

The "Join Paths" action step in the automation designer can be used to converge two branches of a workflow after a condition evaluation. Using this step will save you precious time when building automations because it will alleviate the need to create separate, identical paths after the condition. Find the new option under the Actions section in the automation designer:

The term "draft" refers to an email campaign that has been created, and perhaps tested, but has not yet been sent to contacts or a subset of contacts. The draft campaign will be saved in your account until it is sent, scheduled or deleted.

Click on "Campaigns" to enter the dashboard. A full list of emails with their statuses, look for the Draft status. Or, use the "View campaigns that are" filter to choose Draft status only.

The term "preheader" refers to the text following the subject line when an email is previewed in desktop and mobile email clients. The preheader is an optional addition to any email campaign sent through our software.  

Since the preheader is one of the first three items seen when viewing an email, this text is typically a call to action or other catchy text to call attention to your email message.

The term "regular" refers to the most common email campaign type.  A regular email campaign is comprised of a designed email file, a segment and is sent manually or scheduled to sent in the future.

The term "suppression list" refers to a text file of email addresses that can be excluded from an email campaign sent. 

A suppression list is not the same as an unsubscribed list -- a suppression list can be independently uploaded and applied to any email campaign and does not require the Contact emails be in the unsubscribed status

The term "triggered" refers to a type of email campaign that is paired with a triggered segment to automate the sending of that email, based on either a date stored for or a behavior of a Contact. 

A/B testing (a.k.a. split testing) is a special type of email that allows you to test variations of the elements of that email to see how slight changes can impact your open or click results. Choose what elements to test and compare tracking results to determine what works and what doesn’t with your audience(s).

Common elements to A/B test:

• Subject line
• Call-to-action items
• Sender Name and Address line
• PreHeader
• Email design or layout

The term "automated" refers to a type of campaign that is one-off in nature.  Examples of an automated email would be a hello (welcome), confirm (double opt-in), or an email which is sent based on an API transaction initiated by your system.  The automated email campaign type is also used in building automation workflow steps. 

The term "email rendering" refers to an integration inside the Create a Campaign Workflow (Preview Step).  We teamed up with an email rendering industry leader to give you easy access to rendering previews across 30+ email clients and devices.

Send Rate Limiting is utilized to throttle, or spread out, the sending of an email campaign. By default our system spreads out the sending of the email campaign per minute. For example, if an email with a 100K recipient list spreads out over 6 hours, that means 278 messages per minute will be sent.

With the Send Rate feature you have the option to adjust your own send rate over a 24 hour span. You will find this option in "Schedule" tab when creating a new email campaign.

Notes

1. This feature is available upon request for clients beginning at the Professional license.

2. Deferrals or unsuccessful initial deliveries will put the campaign in the default retry schedule.  In addition, if an ESP adds their own throttling, the campaign could extend the time period set by this feature.

3. You can view your outgoing campaign log details to verify send rate limiting was used, see image:

Send Time Optimization (STO) allows you to put your emails into your recipients' inboxes at the time they are most likely to check their email. When sending a campaign with Send Time Optimization, the  system will calculate the best time to send your campaign to each recipient based on their past click and open behavior.  

Send Time Optimization functionality is applicable to Regular and A/B Test campaign types.

The term "spam analysis" refers to a feature of the test email campaign process (Step 5 of the Create a Campaign Workflow). 

When you select to run a spam analysis on your email campaign, the system will run your email through SpamAssassin to check against common spam filters.  It scans your email for trigger words, large images, and blacklisted URLs.  The analysis report is sent back to you when complete as a text-only email with a score. You can also find the report in the Create a Campaign test step under "View Test Send History."

Under GDPR guidelines, contacts can opt-out of tracking their behavior. Behavior tracking includes opens, clicks, shares, clickstream (views & purchases), and Google Analytics. 

They may update their own preferences through a Preference Center or Subscribe Form OR make the request directly to you. You can edit tracking preferences for individual users, by CSV import, or API.

How will this impact campaigns sent?

At the time of campaign send, our system will detect if the recipient has opted out of behavioral tracking. We will then remove the tracking pixels and tracking tags from all emails being sent to recipients that have specified that they do not want their behavior tracked.

How will this impact Analytics?

Note that contacts who opt out of tracking opens, clicks, shares, clickstream, and Google Analytics will not show in your reporting for those metrics. When reviewing analytics, keep in mind the percentage of contacts you have whose behavioral data you may not see. 

How will this impact automation and triggers?

As above, if a subscriber opts out of tracking behavioral data like opens or clicks their actions will not be recorded in behavioral automation flows (ex. automations that include flag events like "opened previous campaign" - it will look as if they did not open the campaign) or behavioral triggered segments (ex. a segment for all openers that clicked a certain link). 

How will this impact Anonymous Clickstream tracking?

If you are using Anonymous Clickstream Tracking you form MUST include the option to opt out of tracking in your subscription form. If a user opts out of tracking, the anonymous page view data and future clickstream data will not be collected.

A picklist is a list of data values saved to a demographic field.  Creating a picklist for demographic fields allows you to ensure data integrity.  If ever an import is made with non-matching values, you will be notified to correct the data.

Example
There are multiple variations to flag a gender: M, Male, male etc. If you create a gender picklist, you can ensure all data being stored for your contacts will have the same values, across the board.  This will ensure integrity of any segmentation and dynamic content you use in the future.

Utilize the buttons on the right in the picklist section (add, delete, etc.) to manage the list of values stored for the field.

The Lifetime Engagement Score (a.k.a. contact engagement) that is stored on the Contact record refers to historical campaign action data (opens, clicks, etc.) compared to the number of messages the Contact has received.  This score is commonly used to identify Contacts that are most engaged vs. least (or not at all) engaged in the campaigns being received. 

The scoring system for Contact Engagement (Lifetime Engagement Score) can be set in Account Management > General Account Settings > Settings.

Notes

1. It is important to note that the Contact engagement score is an index or summary of combined actions, and not measured on a set scale (i.e. on a scale of 1-10).
   
   
2. It is also important to understand how different audiences or differing campaign types (i.e. informational vs. promotional) can return very different measurements of engagement. Compare "apples to apples" when using the campaign engagement score to draw conclusions of your campaign success.
   
   
3. There is no universal "right" or "recommended" engagement score, because not all accounts use all of the tracking features included in the formulas. But because the formula is the same for every Contact's interaction within an account, the engagement indexes are useful for comparisons to see which campaigns are performing the best.
   
   
4. If a contact's Tracking Preference is set to "Not Allowed", their engagement score will likely suffer as we are not tracking key behaviors to the score like opens and clicks. If you are creating a segment based on engagement, you may consider excluding users with "Not Allowed" tracking preference.
   
   
5. Lifetime Engagement (including Contact level Engagement) is not time-bound, meaning the score will continue to accrue points the longer a contact is on your mailing list. 
   
   
6. Engagement is calculated in real-time based on the weights assigned to each action. 

The term "unsubscribed" refers to a status for contacts in your account.

How can Contacts unsubscribe?

Contacts can unsubscribe by clicking on the unsubscribe link in your mailings. The unsubscribe link contains identifier numbers for the account, mailing, and recipient and is automatically processed by our system to change the contact's status to unsubscribed, after which they cannot be included in any mailing from the account. Additionally, there is a List-Unsubscribe header included every email (it's not visible, but tells receiving systems where to send unsubscribes to be handled correctly.)

Status Management

Any contact in unsubscribed status will no longer receive campaigns sent from your Delivra account. Future imports that include a Contact in the unsubscribed status will be skipped (no updates will be made to data, nor will the status change back to normal). To accommodate legitimate needs to return a Contact to the Normal status, we offer access to change status on the individual's record in the Contacts dashboard.

Authentication is a process that lets recipients and mailing servers know that your messages sent from our platform are legitimate and safe to receive and open. We highly recommend ensuring authentication is in place before sending from your account. 

There are two options for enabling authentication:

• Standard Authentication: We will set up SPF, DKIM, Reply Filtering, and Yahoo Feedback Loop for the client.
  
  
• Regular Authentication: You are responsible for publishing your own SPF and DKIM records using your company's domain. For instructions on how to authenticate your domain, please refer this article: Authenticate a Domain

Both types of authentication accomplish the same goal, so neither is better than the other as far as authentication goes. Companies with a dedicated IT team may want to opt for Regular Authentication.

If you do not have a dedicated IT team, or if you would like for us to handle set up, then Standard Authentication will allow our staff to take care of everything hassle-free. This is the most commonly used option.

With Standard Authentication, we will purchase a new delsend.com domain (ex. yourcompanyname.delsend.com) to host your emails, as well as set up reply filtering to prevent out-of-office or other irrelevant replies from clogging up your domain.

Spam Trap

This is when an ISP takes over a dormant/closed email account that could not have possibly opted in anywhere so anyone sending email to this address is likely sending unsolicited email.

The way the process works is that the email service provider reviews a list of email addresses that have been dormant for a long period of time and disables the account. They leave the account disabled for 6-12 months and then re-activate the address as a spam trap in an attempt to catch spammers. If they catch anyone sending to that email address, it's obvious that either the person purchased a list, used software to pull email addresses from websites, or are not performing the proper email list hygiene.

Spam Honeypot

Another scenario that an ISP can use is when a domain becomes inactive, after a holding period of 6-12 months, hosting companies disable the domains email services and forward any emails sent to them to blacklists. It should be noted that with this scenario, the mailing isn't going to bounce so you're not going to be notified it's a bad address until you find your account has been blacklisted.

Some spam tracking services actually create fake websites to capture spammers. They place hundreds of emails on the website that are spam traps or spam honeypots. If they send to those email addresses, blacklists know the client either purchased non opt-in lists or pulled them from one of the fake websites.

Steps you should take to keep your contact list in good standing

• Use a real time email correction service to help keep problematic email addresses from ever entering the database.

• Remove hard bounces immediately. Feedback loops are great for this. Our system has an automatic process to aid in the changing of bad emails to the Held status.

• Update opt-out file on a regular basis and honor your recipient's wishes to opt-out.

• Clean out your database on a quarterly basis to remove dormant domains and email accounts.

The term "stylesheet" refers to a method of applying style and format to your asset files for mobile rendering purposes or general design. In Delivra, you can upload external CSS (cascading style sheet) files and then apply them to your email templates or landing pages.

How-To

1. Upload your .css file to the Assets dashboard of your account:

2. Open your asset file, navigate to the STYLE tab, and select the .css file:

3. Save your changes.

Notes

1. Stylesheets should only be used by designers who are well versed in using CSS.
2. Using external stylesheets can have unintended consequences. If you applied a stylesheet to an email template or a landing page (with or without an embedded form) and the design changes or the form stops working, please check to see if removing the stylesheet alleviates the problem.

The term "repeater group" refers to a feature of the drag-and-drop editor.  Repeater groups allow the inclusion of multiple rows of data in your content. The structure will repeat itself when multiple rows of data are found. 

Example

A customer places an order online to purchase 4 items. You have a triggered order confirmation setup in your account to include details of the order placed. The design of that confirmation email contains a repeater group to merge in line items from the order, like product description, product image, product quantity, and product price. The repeater group used will "repeat" itself 3 additional times to account for the 4 items purchased in that order.

How is it different than a cell group?

A repeater group IS a cell group.  It simply behaves differently in that it can repeat itself where multiple rows of data exist.  The repeat action is controlled by the segment the content is paired with in a campaign. 

Notes

1. Repeater groups are functional only in data relationships of one to many where multiple records exist per email address.

The term "dynamic content" describes functionality that allows a marketer to change all or portions of their email depending on who receives the message. Using this type of functionality allows you to send a single email with personalized content to each recipient, rather than sending multiple emails to multiple audience groups.

In Delivra, this functionality is found in our drag-and-drop email designer and it's called "Who Sees This". Using Who Sees This requires the building of one or more audience profiles that evaluate contact data or category subscriptions to determine what email content should be displayed to the end recipient when the campaign is sent. 

Who Sees This can be used to display differing images, text, buttons, etc.

The term "drag-and-drop editor" refers to our primary email design editor. 

It's design tools make it easy to drag-and-drop content, images, buttons (and more!) just where you want them to create your own email layout with the look and feel you want.

The term 'HTML editor' refers to a less-common email design editor offered that is similar to traditional WYSIWYG editors. 

This editor is intended for clients who upload HTML files created externally, or paste in HTML code created externally.

The term "segment" refers to a dynamic subset of the contacts database. Segments use clauses to determine recipients of a campaign based on values stored in the database or actions such as open, click or non actions such as did not open or did not click.

You have the ability to categorize, or tag, your contact records to sort them into mailing lists. These lists are called Categories. Multiple categories can be applied to contact records, allowing your email subscribers to be grouped in various ways that make sense to you. And when you send an email from the system, you can choose one or more categories to identify the target audience and ignore all other contacts.

Contacts are added to a category during the import of a contact list spreadsheet, through a preference center form, through a subscribe form, in an automation journey, or individually within the Contact record.

Use Case

Some customers will use categories to tag one-off imports of contacts to create a group for a one-time email. For example, I can import a list of people that reached out to inquire about a product to provide information in an email format one time.

Other customers will create a category and continue to import subscribers into it to maintain an ongoing list of subscribers. For example, I can import a list of people that subscribed to receive a monthly newsletter to the same category in my account. In this example the category continues to grow because new email contacts are being added to it.

The term "triggered segment" refers to a dynamic subset of the contacts database using a clause (a.k.a. query) of date or behavior that is used to automate the sending of a related campaign.

The term "snippet" refers to a feature in your Segments tab within the Contacts dashboard that allows you to create reusable segment clauses.  These segment snippets are saved and available to pull into new segments (regular or triggered) by selecting them from a library.  

A site administrator can access every sub-account for a specific customer site as well as create and manage administrators for the site. This includes managing what permissions and Roles account administrators should be assigned. Site administrators are the only administrators with access to edit or create Roles for the account. They are also the point of contact for the site, and accounts that belong to that site. 

Site administrators have access to advanced reports in the Analytics dashboard like Planned Mailings, Insights, and Custom Reports (depending on license level) which allow them to view all of their scheduled and draft campaigns across all accounts on their site. They can create Report Groups that span the entire site to create cross-account reporting.

If you are a multi-account client and have a Customer Template Repository enabled, site administrators are the only users that can save templates from sub-accounts into the repository to share with all other sub-accounts. 

And finally, Site administrators automatically have access to new product features when they are released.

The Customer Administrator is a type of user access that is granted to Delivra partners as a way for those partners to manage their customers. 

Customer Administrators, unlike Site or Account Administrators, have access to:

• manage their customers' sites and accounts
• create new accounts
• enable/disable access to Delivra resources
• set homepage notifications in their customers' accounts

The term "role" refers to sets of permissions applied to account administrators in the system.  These permissions define what an administrator may access in the account.

System (default) Roles

• All Access Pass: All dashboards
• Marketer: All dashboards except Settings
• Designer: Assets dashboard only
• SysAdmin: Settings dashboard only
• View User: View only rights to all dashboards except Settings

Permissions are granular sets of access to the system. Account administrators are assigned Roles, which are groups of permission sets.