Using Infacta Group Mail

This page explains how to import leads and send email using the Infacta Group Mail program.

How to Use Infacta Group Mail

If you don’t have Group Mail, download a free copy by clicking here:
Just save the download file, called igmsetup.exe, to your desktop.  You can delete it later, after you install Group Mail.

 

After the download finishes, run the igmsetup.exe program, and follow the instructions to install the program.  At the end of installation you’ll get a chance to run Group Mail right away.  You can do that, or you can run it later when you have time to finish the setup.

 

When you run Group Mail the first time you will get a Welcome screen that helps you get set up right.  If you cancel this screen by mistake you can always get back here.  Just go to the menu and click on Setup/Welcome – Step by Step.  The Welcome screen looks like this:

 

 

You can go through the three steps, Identification Setup, Email Setup, and Group / Recipient Setup, right from this screen.  Or you can do them one at a time, from the Setup menu.  To do them all at once, click Next >> and you’ll get to Identification Setup.

 

Click the big Identification Setup button.

 

Click the New button.

 

Fill in all the details on this page, as in the example above.  Be sure to use a REAL email address, reply-to address, and errors-to address.  They can be all the same, or different.  Consider this: some people use autoresponder addresses when they submit their ads to the FFA, so you might want to use a “spare” email address for the reply-to entry, somewhere you can tolerate a little extra email.

 

For the Signature area, to comply with CAN-SPAM laws, we recommend that you include a REAL mailing address where the person can contact you if necessary.  Also include an opt-out link.  AS LONG AS YOU ONLY SEND YOUR LEADS ONE EMAIL, THIS OPT OUT LINK WILL WORK FOR YOU.

 

We’ll skip the Optional Custom Headers – you can read about that in the user documentation if you like.

 

Click on More Options.

 

The default options are shown.  Make sure you agree, or change them as necessary.  Then click on OK.

 

You will see a summary of your new Group Mail identity.  You can create more using New, change the one you have using Modify, delete it with Remove, or move on by clicking Close.  We’ll move on for now.

 

Click on Next >>

 

Click on the big Email Setup button.

 

 

You have to pick a Send Mode.  The only one available in the Free version is Standard, so we’ll go with that.  If you upgrade to use any of the other modes, refer to the help file for more information.

 

Enter your SMTP mail server name.  If you do not know it then contact your ISP or network administrator.  We’ll avoid the advanced options.

 

If you need SMTP Authentication or POP Authentication, your email provider will tell you, and you can check the appropriate boxes.  Lots of providers require that you login to your POP account, so you probably need to check this.  If you need any authentication, click the setup button.

 

Enter the authentication details you need.  For POP authentication you need to enter your mail server name, your email account name, and your email account password.  Then click OK, OK, Next >>.

 

Click on New Group.

 

Give your new group a name.  If you always want to send to this group from the same identity, then check the box.  Then click OK.

 

Click on Import a File.

 

Click on Select…

 

Find the file of email leads that you saved, and highlight it.

Now click Open.

 

Click Next>>

 

If your leads only include the email address (no other fields), just select All other File/Data formats.  Leave Do Not check for Duplicates unchecked, and click Next>>.

 

For now, we’ll skip the filters screen.  You can use this to block unwanted emails (like *.gov, for example).  Read more about that in the Help file.  For now, just click Next>>.

 

The group you created should already be selected.  If not, pick the group you want to address, or create a new one.  Then click Next>>.

 

You should be ready to import your leads, so just click Start.  If any addresses in the file could not be imported, you can review them if you like.  Usually it will just be a couple of duplicates, or maybe an illegal email address.  When you’re done looking at those, you will be able to see your import status.

 

Click Close, Close, Next>>.

 

Click OK – I’m Ready.

 

Now your leads are all in the group you created, and it looks something like this:

You may want to put your own email address in the list, so you can get a test message sent to yourself.  To do that, click Add Recipients.

 

Now type in your own email address, and click OK. 

 

Then click on Edit Message.

 

Here you can create a new message.

 

Your signature will automatically show up at the end of your message – you don’t need to type one here.

 

Now click on Prepare to Send.

The Free version of Group Mail only supports Personal Send Mode, and your leads only come with email addresses.  So pick Email Address in the To Field Text drop-down box.  Otherwise the To field may end up blank, and that looks really bad.

 

If you want to see if your email looks good, click on Preview.

Click on Preview in default Email Client, and you can see what the mailing will look like.  Or, click on Test Send and send yourself a copy.  You would have to have yourself as one of the people in your own email list, as we explained earlier.  When you are done with the preview, click on Close.

 

Now click on Send.  If you have the Free version, and more than 100 email addresses, you will get a pop-up message asking you to upgrade.  Feel free to do that later.  For now, just click No, and send to the first 100 addresses.

 

When that is completed, close the results panel.  Then click the Prepare to Send button again.  This time, click on the Partial Sending tab.

 

You can pick up where you left off if you check Do a Partial Send, and start at number 101 (or 201, or 301, whatever it takes).  Send 100 at a time, and give your server a rest in between.  Or go ahead and upgrade if you like.

 

That about does it!  There are plenty of fine points, which you can learn from the Help area.  But if you just follow these directions you will be able to send email to your leads, at no additional cost to you.