Your default screen within Mindful Ads is set to the Advertising > Line Items screen as this is the most frequent starting point when entering ads. You will see other options in the navigation which we will explore here:

• Companies: The highest organization level for ad campaigns. This section contains all of your advertisers/agencies.

• Orders: Orders are the next level component of your ad campaign and often reflect the contractual agreement of the campaign.

• Line Items: Line items contain the information about ad creative type, placement, run dates, etc. A Line item is placed under and Order. There can be multiple line items under one order.

• Posts: A post is content that is displayed on your website. Posts are typically sponsored and tie back to a Company.

• Delivery Info: This is a dashboard displaying metrics for the Native Website line items that are actively running on the website. It is also a window into native website ads that are starting/ending within the next 30 days. The Native Website Inventory section provides overall impression metrics available for the native sections on your site(s).

Welcome!

Thank you choosing Mindful Ads, your go-to platform for serving banner and native ads within newsletters and websites. Getting started is as easy as providing your email address within your Mindful account.

Mindful can be accessed through the browser of your choice. While we try to build software with all devices in mind, we only support the latest version of popular browsers -- such as Chrome, Firefox, and Safari -- so make sure you have those auto-updates on!

Your Mindful app domain will look something like this: https://app.mindfulcms.com/[your account]/default/advertising/line-items

The first step in creating your ad campaign is to make sure a company has been created.

To create a company, begin by navigating to the Companies screen. Once there, click the New Company button in the upper-right corner.

Enter the name of the company in the Name field - this is required.

Website URL (not required) will link the name of the company to their website wherever that is applicable as part of the theme of your website

Logo (not required) will display the company logo wherever called on native ads, website pages, and/or reporting.

Click Save to save this company and go back to the Company listings screen. Click the three dots next to Save and chose Save & New if you want to save this company and immediately add another company.

After you have created a company, you can create an Order. Orders group one or more Line Items together under a Company. While orders can contain multiple line items, they do not play any role in determining the eligibility of the line items they contain.

To create an order, begin by navigating to the Orders screen. Once there, click the New Order button in the upper-right corner.

Enter Order Fields

Name

Required at time of entry Free-form field (having a standard naming convention for consistency is advised) Will display in P1 Advertiser Reporting

Company

Required at time of entry Start typing the name of the company and select it from the drop-down options

Links

Allows you to add an external link such as an order link or link to ticketing platform. Click Add Enter the name of the URL (ie JIRA Ticket) Enter the URL Click Add Link

Notes

Internal field for making comments pertaining to the order for other Mindful users to see

Saving

Click Save & Continue to save this order and create a line item for this order Or, click the three dots next to Save & Continue and chose: Save to go back to the Order listing screen Save & New if you want to save this order and immediately add another order

Next up ... Creating a Line Item

After you have , you can create a Line Item. Line items are the heart of your ad campaign, and group one or more Creatives together. Line items also dictate targeting and inventory criteria, which directly determines the eligibility of your line item to serve.

Line Items Types:

• Email Banner: Serves in a newsletter ad position. Creative consists of: Image, CTA, click through URL

• Native Email: Serves in a newsletter ad position. Creative consists of: Title, Teaser, Image, CTA, click through URL

• Native Website: Serves in a website ad position. Creative consists of: Title, Teaser, Image, CTA, click through URL

• Website Banner: Serves in a website ad position. Creative consists of: Image, CTA, click through URL

There are three ways to create a Line Item:

1. If you have just created an order and clicked "Save and Continue" from the order screen, the Line Item entry screen will be presented. Click on "New Line Item" and choose which type you want to create.

2. Alternatively, navigate to the Line Item screen by clicking on "Line Items" in the left nav. Once there, click the New Line Item button in the upper-right corner. From here, you'll choose which type of line item you will be creating.

3. Or, search for the Order and, from the search results list, click on the '...' to the far right of the appropriate order and choose the line item type.

Creatives are the ads that will run on the website or in an email deployment Creatives are entered 'under' a line item and where/when the creative is served is based on the line item details. There can be multiple creatives under each line item

A list of all creatives that have been entered for a line item can be found by clicking the "Creatives" tab within the line item

Banner Ad Fields (Email and Website)

Name Free form field Required at time of entry Will appear in P1 Advertiser Reporting

Click URL Must be formatted as http or https Not required at entry but must be entered for creative to be active

Width (Pixels) / Height (Pixels) Enter the number of pixels for the width and height of the image in the respective fields Not required at entry but must be entered for creative to be active Uploaded image size must match the Width and Height for the creative to be active

Image Required at time of entry Click Upload Image (or Edit Image if image already uploaded) and select creative file Valid image file types: jpg, gif, png Max file size: 1MB

Paused Check the box to pause this creative - uncheck the box to remove it from paused status Creative can be paused after it has already been running Paused creative will not be displayed on the website or in an email deployment Creative will not earn impressions/clicks when 'Paused' is checked

Draft Check the box to put the creative in draft status - uncheck the box to remove it from draft status Draft is used to indicate the creative is not ready to be made active Draft creative will not be displayed on the website or in an email deployment Creative will not earn impressions/clicks when 'Draft' is checked

Native Ad Fields (Email and Website)

Title Free form field Required at time of entry This is the 'headline' for the ad Will appear in P1 Advertiser Reporting

Teaser Free form field This is the 'headline' for the ad Not required for the creative to be active Will appear in P1 Advertiser Reporting Allows basic text formatting as a shown below

Click URL / Post Not required at entry but must be entered for creative to be active

Check Use URL when the creative will click through to a URL other than a Mindful Post Enter valid URL in Click URL field Must be formatted at http or https

Check Links to Post when the creative will link to a Mindful post. Enter the name of the post in the search box and choose the applicable post from the search results

Image Not required Click Upload Image (or Edit Image if image already uploaded) and select creative file Valid image file types: jpg, gif, png Max file size: 1MB

Paused Check the box to pause this creative - uncheck the box to remove it from paused status Creative can be paused after it has already been running Paused creative will not be displayed on the website or in an email deployment Creative will not earn impressions/clicks when 'Paused' is checked

Draft Check the box to put the creative in draft status - uncheck the box to remove it from draft status Draft is used to indicate the creative is not ready to be made active Draft creative will not be displayed on the website or in an email deployment Creative will not earn impressions/clicks when 'Draft' is checked

The options for editing each level of a campaign can be found within the 'list' screens. Click on the navigation for the level of the campaign you want to edit (Companies, Orders, Line Items, or Posts). After you've made that selection, if you'd like narrow your search, use the search box at the top of the page.

Menu options for editing can be found by clicking the three dots at the far right of the row

Other than a few exceptions, you can change fields in an existing company, order, line item, or creative at anytime prior to, and while, running the campaign is running.

Editing

Companies

A company name, website, and image can be modified/added at anytime All edits auto-save as you make them

Orders

Order Name, Links, and Notes can be modified/added at anytime All edits auto-save as you make them

Line Items

Line Item Name, Links, and Notes can be modified at anytime and auto-save as you make the edits

Inventory Targeting and Delivery Dates can also be changed and anytime Save options will appear within each section after a change has been made. You must Save the changes individually for each field.

Creatives

All Creative fields can be modified/added at anytime and will auto-save as you make the edits

Cloning and Deleting

You can clone an Order, Line Item, or Creative. You can delete a Company, Order, Line Item, or Creative

Search for the item you are looking for by clicking on the navigation bar on the left and then starting to enter the name of the order or line item in the search box.

Once you've located the order, line item, or creative you'd like to clone or delete, click on the three dots at the right of the row to expose the options menu and choose the action you want to take

Deleting a creative image

To delete an image, from the creative screen, click 'edit image' to open the image editor

Below the main image in the image editor, click Delete Image You'll see "Are you Sure"? Click on those words to confirm and delete the image

Creative Material Builder - Native Ads

The creative material builder offers a 'self-serve' opportunity for companies/agencies to enter their own creative material.

After a Native Website or Native Email line item is created, the Creative Material Builder option can be found under Links in the line item

Either click on the words Creatives Material Builder or click the 'copy' icon next to that - the URL in the new tab or the copied URL is what you'll send to a client to give them access to supplying the creatives.

Creating a User

At this time, please contact your account rep with the following information for the new user: User First and Last Name User's email address

Editing a User

Please contact your account rep for updates/edits to existing user accounts

What are allowable image types: JPG GIF PNG AVIF WebP HEIC

Is there a max image file size ? No

• Click on New Post in the upper right corner of the main Post page

  • Choose Article as the post type

• Enter a title for the document (this will display on the website page)

• Click save.

• Upload any image(s) that you have for the document to be displayed on the site page. This is not required.

• Under the Company block, click ‘add company’

• • Search for the company for which the reporting will be attributed - typically the ‘owner’ or sponsor of the document.

  • Check the box in front of the company name to ‘attach’ the company to the document

• Enter the body copy in the body section to display on the document site page alongside the content access form. This is often a short summary of the document and a compelling ‘enticement’ for why the person would want to fill out the form in order to download the document.

Once you've chosen a line item type, it's time to add the line item details which will provide delivery information.

Once a line item has been saved, the line item status indicator will display at the top of the screen. This will inform you if the line item is: Scheduled - all required fields are satisfied; delivery date(s) are in the future Running - first delivery date has been reached and there are more dates for this line item in the future Paused - paused option is checked. To 'unpause', click on Paused to uncheck Not Ready - required fields are missing. To find out what is missing, view the line item in the Advertising > Line Item list to see the details Finished - all required fields were satisfied and the line item delivery date(s) are in the past

A line item must have at least one delivery date, inventory targeting, and at least one active creative in order to not be in Not Ready status

Common fields for all line item types

Name

Required at time of entry Free-form field (having a standard naming convention for consistency is advised) Will display in P1 Advertiser Reporting

Order

Required at time of entry (an order must be entered prior to adding it to a line item) Click on the order field and start typing the order name or company name and choose the appropriate order from the search results

Delivery Dates

Required at time of entry.

By Range (Start - End)

With Start - End dates selected, you may click twice in the calendar to select a range of dates: first the starting point, then the ending point. Your line item will be considered active when with the ad request (either on the website or for the deployment date sent) falls between these two dates (inclusive.)

You may add multiple non-consecutive date ranges to one line item. To add multiple ranges, click "Add range" and follow the steps above for each range the line item will be delivered.

Specific Days

With Specific Days selected, each date you select in the calendar will be shown in the list. Your line item will be considered active when the ad request (either on the website or for the deployment date sent) matches one of these days.

An eligible line item's status will change based on the current date. For example, when the last date for the line item is in the past, it will show as Finished. Likewise, when the first date is in the future it will show Scheduled, and when between the first and last date it will be Running.

Note: For email banners, this does not directly indicate whether or not the line item will continue to receive impression and click data, however. Because the date sent with the ad request is set within the email, line items can continue to receive impressions and clicks long after their campaign has completed (i.e. the line item will continue to receive impressions/clicks when people open a newsletter (days, weeks, months, years) after it has been deployed).

When Paused, Incomplete, or Deleted, it will not be served and will not gather impression or click data.

Kind

Pre-set by the line item type chosen when you clicked 'New Line Item'

Links

Allows you to add an external link such as an order link or link to ticketing platform. Click Add Enter the name of the URL (ie JIRA Ticket) Enter the URL Click Add Link

Notes

Internal field for making comments pertaining to the order for other Mindful users to see

Paused

After a line item has been saved, the option to pause it will appear. Click on the Paused box to prevent the line item from running. To 'unpause', click on the Paused box to uncheck

Unique Field by Type

Email Banner

Priority

Use the Priority drop down to select how important this line item is. When all other factors are equal, priority will be used to determine a winning line item. If there are multiple equal priority line items, they will be rotated randomly.

We recommend structuring your ad priority something like this:

1. House or Placeholder

2. Network/Other Unsold

3. Standard/Sold

4. Priority

5. Exclusive

Inventory Targeting

Use the inventory targeting fields to select one or more Ad Units, Email Channels, or Websites that the line item should be considered eligible for.

Ad Units

If you would like the line item to be eligible for only specific ad units, enter them here. Of the three inventory targeting options, this field offers the most control over where an ad it placed. You can select multiple ad units for each line item.

Email Channels

If you would like the line item to be eligible for any ad unit within a deployment(s), enter them here. The ad will serve "everywhere" there is an eligible ad unit and may appear multiple times in one deployment.

Websites

If you would like the line item to be eligible for any ad unit of any deployment of a website/brand, enter them here. This field offers the least control of the three inventory targeting options and your ad may appear in multiple newsletters and in multiple ad units on any of the selected delivery dates.

Website Banner

Priority

Use the Priority drop down to select how important this line item is. When all other factors are equal, priority will be used to determine a winning line item. If there are multiple equal priority line items, they will be rotated randomly.

We recommend structuring your ad priority something like this:

1. House or Placeholder

2. Network/Other Unsold

3. Standard/Sold

4. Priority

5. Exclusive

Inventory Targeting

Use the inventory targeting field to select one or more Ad Units that the line item should be considered eligible for.

You can choose multiple ad units for one line item. Start typing the name of the ad unit and then select the appropriate ad unit(s) from the search results

Native Website

Inventory Targeting

Use the inventory targeting fields to select one or more Ad Units that the line item should be considered eligible for.

You can choose multiple ad units for one line item. Start typing the name of the ad unit and then select the appropriate ad unit(s) from the search results

Native Email

Inventory Targeting

Use the inventory targeting fields to select one or more Ad Units that the line item should be considered eligible for.

You can choose multiple ad units for one line item. Start typing the name of the ad unit and then select the appropriate ad unit(s) from the search results

Main content page

The new URL, app.mindfulcms.com, will redirect from the old 'manage' URL.

Content tab in the left nav provides a new interface built on the same database as the old system.

Posts is the new term to refer to the various content types collectively. The breakdown of content types (article, news, press release, whitepaper, etc) are still in-use. Click on 'new post' to access the various content types and create a new post.

See Main Post Type for common fields

File Attachments: This is really the heart of a document type.

A file can be uploaded in order to be presented to the user as a download option on the website.

The content can be 'gated' which would require a user to either be logged in on the website or to complete a form before accessing the option to downlaod the file.

Fun Fact: When a file is uploaded, clicking on the file name will open a new tab with the document's location. That URL can be used to directly access the file as shown in the video below

Content types are separated on the left nav based on their distinct purposes.

• Posts are where the bulk of the content types are bucketed because, by and large, they have the same editorial options and fall in the bucket of general 'content'

• Companies are often tied into posts, events, etc in order to both provide context/ownership of content on the site as well as to populate advertiser reporting.

• Events promote either in-person events such as conference and expos or virtual events such as webinars and have very unique fields such as start/end dates, locations, webinar url, etc.

• People are generally authors or contributors who can be related within multiple posts

• Products

The most common Post is an article. For that reason, the article content type will be used in this user guide a base for all other content types. We will go into detail of each field for articles and then, on each individual content type's guide, provide additional information for where there are difference from an article.

Filter Options - Filters can be combined to create meaningful combinations for precise searching capabilities

• Site:

  • Multi-select

  • Filters content by primary site as designated under Website Publish Settings

• Author:

  • Multi-select

  • This returns results of the selected author(s) chosen within the content via the 'add authors' option.

  • Note: this is different from the user who created the content in the platform

• Company

  • Multi-select

  • Results are from companies connected to content using the 'Add Company' field on the content edit page.

• Date

  • Created > when the content was originally created. This is different than the published date (See below)

  • Expires > displays content using the 'expires date' under the Website Publish Settings. Note that expiring content from the site is not widely used so you may not have any content that expires.

    • Uses "after" and "before" logic which can be combined to create an inclusive date range such as "after Jun 29, 2025 but before Jul 1, 2025". This logic will display content set to expire on June 29, 30, and July 1.

The system allows scheduling articles for magazines and creating optional alternative titles for magazine entries.

Magazine Revisions Found in the magazine tab. Leave these fields blank if you do not have revisions specific to the issue.

Magazine Scheduling Drop down the 'add entry' box Search for the magazine name Click the box to add this content to that magazine Add the content to the appropriate section(s)

Posts is the Mindful CMS term to refer to the various content types collectively. The breakdown of content types (article, news, press release, whitepaper, etc) are still in-use.

Content Creation: From the main browse page, click on 'new post' to access the various content types and create a new post. Creating content in Mindful requires only a title initially.

Inline Styling 🆕 Mindful has inline styling options for titles, decks, and teasers. Anywhere you see </> offers inline styling options.

Teaser and Deck Fields The teaser field remains unchanged aside from inline styling. 🆕 A "deck" field, previously called "magazine deck," is now optional for display on the website and allows for different text in lists versus on the article page.

Improved WYSIWYG Editor and Image Uploads

Mindful introduces an enhanced WYSIWYG editor, providing improved stability and incorporating advanced multimedia embedding capabilities. It now supports modern image formats such as WEBP and AVIF The first uploaded image is automatically designated as the "featured" image, with the option to modify this as additional images are added.

Image Editing Features The latest image editing tools include inline styling, cropping, fitting, flipping, rotating, and focal point adjustments. The "face area" setting is useful for centering headshots and the "focal point" option allows for precise image focusing. Padding adjustments allow for controlling the space around images.

Publishing and Autosaving Publishing requires selecting at least one topic, with the first selected topic becoming the primary one. When additional topics are chosen, any one of them can be made primary. 🆕 Multi-Sites: A primary topic can be chosen for each site

The system autosaves changes made in each field as the user moves to a new field.

Preview and Short URL A preview feature opens a new tab, displaying the article with special URL parameters, preventing the article from being publicly accessible before publishing. The "copy short URL" feature remains accessible, providing a shortened link for sharing on social media.

AI-Powered Suggestions 🆕 AI Suggest is available to provide suggestions for SEO titles, meta descriptions, and alternative titles and teasers. This feature is intended to be used after title, teaser and body creation, offering optimization suggestions before publishing.

HTML Editing Capabilities The new HTML editing capabilities allow you to paste HTML into the body. This provides a balance between user control and system stability.

Call-outs (formerly known as Sidebars) can be found by clicking the

The system allows scheduling articles for newsletters, managing display order within the newsletter, and optional alternative titles for newsletter entries.

Newsletter Revisions Found in the newsletter tab. Leave these fields blank if you do not have revisions specific to the newsletter

Newsletter Scheduling Drop down the 'add entries' box Search for the newsletter name Click the box to add this content to the newsletter Add the appropriate deployment date(s) Click - Ad Entries

Managing Display Order After saving the newsletter and deployment date, click on the gray date box and choose 'Manage Display Order' Use the arrows to move content up or down in the newsletter Remove unwanted content from this newsletter/date by clicking the trash can Add post(s) to this newsletter/date by clicking 'Add Posts' and searching for/selecting the desired post(s)

Email Deployments (previously Manage > Email Campaigns) Click Deploy Emails from the left nav Creating deployment Click New Deployments in the upper right corner Choose Email Channel (name of newsletter) Choose Deployment Date (previously Campaign date in BASE) Save

Testing Click "..." next to Test #1 to send test to default testers

Scheduling Click calendar to select time and date to send Click Schedule

Click on your company name from the top left nav bar and choose Manage Workspace

Click Content

Click Email Channels from within the gray highlighted options

`Default

Choose the desired Email Channel (commonly known as Deployment or Newsletter name) This opens the Attributes tab which consists of:

• Name - this is the name as it appears on the template page

• Slug - this is the URL for the newsletter template

• Website - refers back to the website this newsletter correlates with

• Description - internal option used to provide more information about the newsletter

• Deployment Defaults are set to pre-populate fields when an email deployment is created. These fields can be adjusted within individual newsletters at the time the campaign is created.

  • From Name - visual name that appears in recipients inboxes

  • Subject Line - a default subject line can be added to pre-populate the subject line when a email deployment is created

    • Note: if the ESP provides a variable to pull in a title or headline or other content for a subject line, the variable is added here.

  • Pre-Header (if supported) - short summary of an email that appears in the inbox below the subject line, providing a preview of the email's content before it's opened

    • Not all ESP providers support pre-headers using the API

  • Test Recipients - pre-populates who will receive the test.

    • Additional recipients can be added at the time the email is being tested

• HTML Provider connects the HTML source code to the deployment creation functionality

• Service Provider sets the connection Mindful to the ESP of choice

User Enhancements:

Expandable Editor

Users can now expand the body field to make it larger for more space to write/edit https://www.awesomescreenshot.com/video/41278843?key=f605b0fb89b0e021cbdf247e8a76fd3e

Default for External Link Opening

Enhanced Search Options

Expanded Body Field

CK Editor Update

Company External ID

Logging in

Mindful URL: app.mindfulcms.com

Getting started is as easy as clicking the URL above and providing your email address . No user name and/or password needed. Access Mindful via your preferred browser. We aim to support all devices but only guarantee functionality with the latest versions of major browsers like Chrome, Firefox, and Safari. Ensure your auto-updates are enabled!

Logging out

Click on the name of your company in the top left nav Under Account, click logout

Are you unable to log in to your account with your administrator credentials? We can help!

Email and we'll get you back in.

Newsletters can be set up to run entirely on their own from creation through deployment. When an automated email is left to run on it’s own, it goes through the following steps at pre-set days/times (in this order)

1. Create job/log

2. Create campaign

3. Assign audience list

4. Test

5. Schedule

During the initial set-up, users can determine what day/time the system will generate the campaign as well as the interval between campaign creation, testing, and scheduling.

Other options include:

• Automatically creating and testing a deployment but not allowing the deployment to be scheduled without intervention

• Automatically creating the deployment but not setting up the platform to generate a test or schedule the deployment

Automation Settings Access

Click on dropdown next to the name of your company in the top left corner and choose 'Manage Workspace'

If not displayed by default, choose 'Advertising' to bring up the Mindful Advertising menu options

Under Advertising, select Email Channels

All deployments will be displayed on the search dashboard in the center of the screen

Click on the name of the desired deployment to open the attributes screen

The automation settings will be on the right side.

Pause

• Checking 'Pause' will stop future campaigns from being created

• This will not impact campaigns that have already been created

• Uncheck this option to resume creating campagins at the next scheduled time

Auto Test

• When checked, a test will be deployed to a pre-set test list at the interval determined at set-up

Auto Schedule

• When selected, the deployment will be scheduled to deploy at a pre-determined day + time

• The deployment must be set to 'auto test' in order to use the 'auto schedule' option

• Note: deployments can be unscheduled at anytime prior to being deployed (Note: include Link to Deployment scheduling instructions)

Set Subject From Title

• When using a variable to pull in the subject line from the first story of the HTML (which is stored in the <title> tag, setting this field will pass the subject value to the ESP rather than simply passing the variable.

• This is primarily used in reporting from the ESP so the report shows the actual subject line vs the variable

Blackout Days

• Blackout Days can be used to set dates that the deployment should not go out (such as a holiday)

• Click on the field and click the date(s) on the calendar that the deployment should not be deployed.

• There is no limit on how far in advance the blackout day(s) can be set

To export content for an entire section of an issue:

Click on your company name in the upper corner of the left side nav bar

Click Manage Workspace

Click 'Content' from the left nav

Click Magazines

Click on the name of the Magazine for which you'll be exporting content

From the tabs on the top, click Issues (Step 1 in the image below)

Click on the name of the issue for which you'll be exporting content

Choose the section for which you'd like to export content (Step 2 in the image below) Each piece of content scheduled to the chosen section in the issue will be displayed in list format

Click 'Export to InDesign' button on the far right side (Step 3 in the image below)

Choose your desired options from the pop-up box

Click Export

If you choose to Wait for Download, the file will be downloaded to your local computer when available If you choose 'Email Me', a link to download the file will be emailed to the email used when signing in to Mindful.

To export one piece of content at a time:

Find the piece of content to export

Click on the name of the content - or the Edit Attributes option on the right side of the content row

Once you're in the edit screens for the content, click on the Magazine tab (Step 1 in the image below)

Click Export to InDesign (Step 2 in the image below

Choose your desired options from the pop-up box

Click Export

If you choose to Wait for Download, the file will be downloaded to your local computer when available If you choose 'Email Me', a link to download the file will be emailed to the email used when signing in to Mindful.

Click Deploy Emails from the left nav

Creating Deployment

• Click New Deployments in the upper right corner

• Choose Email Channel (name of newsletter)

• Choose Deployment Date (corresponds to the date on the newsletter template)

• Save

Deployment Set Up

• Enter Subject Line (required)

• Enter From name (required)

• Enter Preheader (if desired and if supported by your ESP)

The preview should be pre-populated with the HTML from the newsletter template for the email channel and date chosen when setting up the deployment. Along with reviewing the content/ads within the newsletter template platform, this is another opportunity to review the content/ads prior to sending a test.

ESP Campaign Information

The information displayed in the block at the top of the left column will vary based on your ESP but is for informational purposes. You will find (generally) the campaign ID, List name/ID, List information displayed uniquely for your ESP. See below for further explanation.

Testing

• Click Add Test within the Tests block in the right column

• Test #1 will be set up with default test records within Mindful*

  • Add any additional testers for only this deployment by clicking Add Recipient and entering their email address (required), first and last name if desired.

  • Save

• Click the '...' next to the test status bubble (initially will be 'Draft') to expose the options

• Click "Send test" (optionally you can cancel a test here as well)

Scheduling

After at least one test is sent

• Click "Send Now" in the Scheduling block if the deployment should be sent within the next 5 minutes

• If the deployment needs to be scheduled (vs sent immediately)

  • Click the calendar icon next to the "Send Now" button

  • Select time and date for the deployment

  • Click Schedule

To make modifications to the deployment after the deployment is scheduled

• Click Unschedule within the Scheduling block

• See informational block for making adjustments to the deployment under "Deployment Set Up" above

• Following instructions for Testing and Scheduling

Additional Information

Statuses

• Draft = Created not tested

• Ready = Tested not scheduled

• Scheduled = Date/time scheduled

• Sent = The date/time has passed and Mindful considers the deployment to be sent

ESP Information

Omeda: Omeda Track ID Audience query name List processing status

Braze: External Identifier Segment Identifier

MailChimp Audience ID Campaign ID Segment ID

PostUP Brand ID Mailing ID List ID(s)

Click on your company name from the top left nav bar and choose Manage Workspace

Click on 'Content'

Click on Pages

From the Pages 'dashboard', you will see existing pages. The dashboard can searched by Site, by Status, and/or by Entering the page name in the Search box

Entering a new page

Click "New Page" in the upper right corner of the screen

Enter the title of your page (this is often displayed in bold centered at the top of the page)

Enter the body copy of your page. By default, this will be displayed in one column centered on the page.

Choose a topic for the page under Website Publish Settings