PHPList 2 E-mail Campaign Manager
By David Young
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About this ebook
David Young
David Young serves as the senior minister for the North Boulevard Church in Murfreesboro, Tennessee—a church devoted to church planting and disciple-making. He has worked for churches in Missouri, Kansas, and Tennessee, has taught New Testament at several colleges, formerly hosted the New Day Television Program, and travels widely teaching and preaching. He holds several advanced degrees in New Testament, including a PhD in New Testament from Vanderbilt University.
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PHPList 2 E-mail Campaign Manager - David Young
Table of Contents
phpList 2 E-mail Campaign Manager
Credits
About the Author
About the Reviewer
www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe?
Free Access for Packt account holders
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code for this book
Errata
Piracy
Questions
1. Installation and Configuration
Installing phpList files and database
Requirements
Downloading phpList
Unpacking and uploading phpList
Creating a database
Performing initial configuration
Database settings
Path settings
Performing web-based configuration
Initialize database
Initial login
Change Admin Password
Configure General Values
Configure Attributes
Create Lists
Create Subscribe Pages
Testing e-mail delivery
Create user
Sending a message
Processing the message queue (in test mode)
Disabling test mode
Processing the message queue (for real)
Summary
2. Setting up Subscriber Forms
Basic concepts
Setting up a basic subscribe page
Creating a custom subscribe page
Creating attributes
Creating subscribe page
Customizing title and text
Customizing the HTML header and footer
Customizing delivery options
Selecting attributes
Selecting list
Protecting your subscribe page from spammers
Signing up for reCAPTCHA keys and downloading the PHP library
Modifying index.php
Modifying admin/subscribelib2.php
Putting a subscribe form on other applications
Generating HTML code for the subscribe form
Customizing HTML code
Changing the form action
Removing the JavaScript
Optional pop-up confirmation
Removing the subscribe form button
Summary
3. Setting up E-mail Bounce Handling
E-mail bounce handling
Requirements
Configuring basic bounce settings
Testing and manually processing bounces
Reviewing bounces
Taking action on individual bounces
Interpreting why an e-mail bounced
Examining users whose e-mail bounces
Reviewing unconfirmation actions in the eventlog
Summary
4. Setting up phpList with Popular Publishing Platforms
Integrating phpList with Drupal
Prerequisites
Installing and configuring the phpList integration module
External phpList configuration
Attribute mapping
My Account—My Newsletters options
Registration Page options
Miscellaneous
Synchronize users to phpList
Turn on debugging
Configuring list access
Configuring Drupal permissions
Clearing Drupal's cache
Confirming access to My newsletters
Adding the phpList subscribe block
Troubleshooting the phpList subscribe block
Integrating phpList with WordPress
Prerequisites
Installing and configuring the phpList Integration plugin
General Settings
Form Settings
Adding a phpList Integration page
Adding a phpList Integration widget
Integrating phpList with Facebook
Prerequisites
Preparing phpList
Creating the Facebook app
Configuring the Facebook page
Making phpList the default tab on your Facebook page
Summary
5. List, User, and Administrator Management
Individual user management
Updating a user's details and list memberships (as the user)
Unsubscribing a user (as the user)
Examining a user's history (as administrator)
Updating a user's details (as admin)
Bulk user management
Importing users
Importing a simple list
Importing a complex list
Reconciling users
Exporting users
All users
Specific list
Managing lists
Creating a list
Performing member operations on a list
Managing administrators
Creating a restricted admin
Setting admin permissions
Creating a super admin
Assigning administrators to lists
Testing a new administrator
Summary
6. Personalizing E-mail Body
Enhancing messages using built-in placeholders
Placeholders in confirmation messages
Personalizing messages using member attributes
Sending messages to subsets of lists based on attributes
Increasing the amount of criteria available
Using message templates
Creating a message template
Summary
7. Measuring Effectiveness of Newsletters
User tracking
Sending a message with user tracking enabled
Examining user-tracking statistics per message
Examining user-tracking statistics per user
Click tracking
Avoiding false spam / phishing detection
Enabling click tracking
Enabling extra detail in click tracking
Sending an e-mail with click tracking enabled
Examining basic click-tracking statistics per message
Examining advanced user/click-tracking statistics
Extra statistics sidebar link
Overview
Viewing clicks by URL
Viewing clicks by message
Viewing opens by message
Viewing domain statistics
Summary
8. Securing phpList
Changing the admin password
Choosing strong passwords
Changing phpList admin password
Confirming correct filesystem permissions
Confirming permissions in a GUI SFTP/FTP client
Confirming permissions using a shell session
Setting appropriate permissions
Confirming htaccess restrictions are in place
Securing admin pages with additional (htauth) password
Creating an htpasswd file
Creating an htpassword file online
Creating an htpasswd file in a Unix shell
Amending admin/.htaccess
Summary
9. Advanced Features
Advanced bounce handling
Bounce rules and regular expressions
Creating a new bounce rule
Creating a new rule based on an existing bounce
Auto-generating new bounce rules
Checking current rules against bounces
Domain-based e-mail throttling
Adding attachments to messages
Adding multiple files simultaneously
Attaching files stored on your web server
Securing your attachments stored on the web server
Automatically repeat messages
Sending a repeating message
Forcing a repeating message to repeat before embargo
Auto-generating messages from RSS feeds
Enabling RSS support
Associating an RSS feed with a list
Getting
new RSS items
User requirements to receive RSS messages
Sending a message including RSS
Setting your RSS message's schedule
Setting up processing automation
Requirements
Customize the CLI wrapper
Summary
10. Hacking phpList
Substituting user attributes in the subject line
Caveat #1-no attribute substitution for a third party
Caveat #2-Forward message
page displays an un-substituted subject
Sending system messages as HTML instead of text
Code changes
Creating the plain-text part of the message by stripping out the HTML
Sending both the HTML and text versions of the message
Stripping slashes from messages stored in the database
Stripping slashes from a subscribe message for normal subscriptions
Stripping slashes from member data change notifications
Stripping slashes from the confirmation message
Stripping slashes from the unsubscribe message
Stripping slashes from the personal location message
Stripping slashes from the subscribe message for user imports
Stripping slashes from the subscribe message when resending confirmations
Web interface changes
Standard system messages
Subscription and confirmation messages on the pre-existing subscribe page
Tips
Be sure to customize all system messages
Composing HTML messages
How to deal with placeholders producing URLs
Keep CSS styling inline
Creating a messages archive page
Customizing the number of messages displayed per page
Adding a message summary to the list
Hiding the summary in outgoing e-mails
Linking the archives to the main index
Sending messages using your e-mail client
Installing MailToList
Configuring the Mail To List
Whitelisting users
Manually adding users
Importing users
Processing incoming e-mails
Automating Mail To List using cron
Bugs in Mail To List
Plain text messages will come out blank
Plain text or HTML attachments will disappear
Summary
11. Troubleshooting and Maintenance
General fault diagnosis
Test mode (the dry run
)
Verbose mode tell me what you're thinking
Common errors and warnings
Error: Please make sure that index.php is your default document for a directory
Error: IMAP is not included in your PHP installation, cannot continue
Fatal error: Cannot connect to database, access denied. Please contact the administrator
HTTP Error 500: Internal server error
HTTP Error 404: File not found
Warning: The pageroot in your config does not match the current location
Warning: In safe mode, not everything will work as expected
Warning: The attachment repository does not exist or is not writable
Warning: open_basedir restrictions are in effect
Warning: Things will work better when PHP magic_quotes_gpc = on
Warning: Things will work better when PHP magic_quotes_runtime = off
Warning: You are trying to use RSS, but XML is not included in your PHP
Mailer Error: SMTP Error: Could not connect to SMTP host
Creating a backup
Backing up the database
Backing up the files
Upgrading phpList
Where to find more help and information
Summary
Index
phpList 2 E-mail Campaign Manager
phpList 2 E-mail Campaign Manager
Copyright © 2011 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: July 2011
Production Reference: 1180711
Published by Packt Publishing Ltd.
32 Lincoln Road
Olton
Birmingham, B27 6PA, UK.
ISBN 978-1-849511-04-9
www.packtpub.com
Cover Image by Asher Wishkerman ( <a.wishkerman@mpic.de> )
Credits
Author
David Young
Reviewer
Deepak Vohra
Acquisition Editor
Usha Iyer
Development Editor
Alina Lewis
Technical Editor
Sakina Kaydawala
Copy Editor
Leonard D'Silva
Project Coordinator
Srimoyee Ghoshal
Proofreader
Bernadette Watkins
Indexers
Monica Ajmera Mehta
Rekha Nair
Production Coordinator
Melwyn D'sa
Cover Work
Melwyn D'sa
About the Author
David Young's first experience in documenting the open source world was the official 2003 manual for JAJC, a popular jabber client, which he authored in XML using Docbook.
He followed this with the development of Bandersnatch
, the whimsically named Jabber message logger, which remains the de facto open source platform for recording and archiving messages on a Jabber server.
After founding and successfully running an open source consulting company (Funky Penguin
) for several years, David retired
to full-time employment.
David now works for a respected New Zealand IT consulting firm (Prophecy Networks Ltd) and pursues the odd Funky Penguin
project in his spare time.
David's projects, notes, and ramblings can be found at: http://www.funkypenguin.co.nz.
I'd like to thank my wife for her support, encouragement, and constant supply of Griffin's Chocolate Fingers. The team at Packt, for the opportunity to author this book. My Funky Penguin phpList clients (you know who you are), for the opportunities you provide me with. My son Zachary, of whom I'm forever a proud and loving father.
About the Reviewer
Deepak Vohra is a consultant and a principal member of the NuBean.com software company. Deepak is a Sun Certified Java Programmer and Web Component Developer, and has worked in the fields of XML, Java programming and J2EE for over five years. Deepak is the co-author of the Apress book Pro XML Development with Java Technology and was the technical reviewer for the O'Reilly book WebLogic: The Definitive Guide. Deepak was also the technical reviewer for the Course Technology PTR book Ruby Programming for the Absolute Beginner and the technical editor for the Manning Publications book Prototype and