# RunMags Admin Help Center Welcome to the admin help center for RunMags. As an admin, this is your primary resource for knowledge articles and how-to videos. The content is structured into an introduction part and sections. ## Table of contents ### **Introduction** * [**Navigating the interface**](https://user-help.runmags.com/introduction/getting-in-and-navigating) * [**Fundamentals**](https://user-help.runmags.com/introduction/fundamentals) ### **Sections** * [**Home**](https://user-help.runmags.com/home) * [**Advertising sales**](https://user-help.runmags.com/advertising-sales) * [**Subscription sales**](https://user-help.runmags.com/subscription-sales) * [**Channels**](https://user-help.runmags.com/channels) * [**Production**](https://user-help.runmags.com/production) * [**Circulation**](https://user-help.runmags.com/circulation) * [**Finance**](https://user-help.runmags.com/finance) For help on the administrative tools in RunMags, please see the [**Admin Help Center**](https://admin-help.runmags.com/). {% hint style="info" %} This colored information hint is used in various articles to point out something of specific importance, a warning, etc. {% endhint %} {% hint style="info" %} This table of contents can be found on the left hand in the user help center at any time. Click there to navigate to a different section. {% endhint %} {% hint style="info" %} At the bottom of each page you can always find the next suggested topic. {% endhint %} {% content-ref url="/pages/-M57KhXTHRiXTpjYQORH" %} [RunMags Admin Help Center](/) {% endcontent-ref %} # Your RunMags trial and onboarding # Sign up for a free trial of RunMags Try RunMags, set up your company and users to see how much the service will cost when your trial ends. Go to [runmags.com/signup](https://www.runmags.com/signup/) and register for a free 14 day trial. Try RunMags, configure your modules and add users to see how much the service will cost when your trial ends. During your trial, you'll get access to the applicable features for 14 days, however there are minor limitations. ### We don't require a credit card during the trial, so you can try the RunMags platform obligation-free. With your free trial, you can start to: * Configure users and templates * Add issues and product inventory * Sell ads and subscriptions * Paginate and place ads * Invoice and collect cash At any time during the trial, you can enter your credit card information and your billing cycle will start. At the end of the trial, if you want to continue, enter your credit card information and operate your business on RunMags for as long as you please. If you one day want to end the subscription, you can liberate your data and terminate without additional fees.\ \ **What happens after 14 days if I haven't entered my credit card information?**\ \ Once the trial ends, if you have not entered your credit card information, your account and all the data that you have entered will be deleted from our system. ### Next steps: If you want some help to evaluate RunMags, you can always [sign up for an online demo](https://calendly.com/robertbergqvist/runmags-demo).\ \ If you decide you want to go live with RunMags, check out our [onboarding process](/introduction/your-runmags-trial-and-onboarding/how-does-the-14-day-trial-work).
# Onboarding process Enter your credit card to commence your onboarding process. We'll move your instance to our production environment and remove the demo data. The steps to get started with RunMags for your company are simple: 1. In Account settings, enter your credit card to activate your instance and add the modules you need. 2. If you are not already in contact with someone form RunMags, please initiate a support case by emailing so we can get together to plan how we set your company up and train everybody. 3. As part of the onboarding process, we import your advertiser and subscriber data free of charge as long as you provide the data structured according to the templates we provide. Check out this article on importing data. 4. Depending on the complexity of your onboarding, we'll schedule a shorter or longer series of online conferences to plan for success. Our typical onboarding process is completed free of charge, including the user training during the roll-out. 5. Finally, before you start using RunMags live, we'll delete all the demo data and whatever test data you have entered while trying out RunMags so you get a fresh start. ### Enterprise customers RunMags is a full-blown CRM, fulfillment, and financial platform for you to manage your Magazine Publishing business with. Anyone who has been part of rolling out a new CRM system alone know that it can be a daunting task technically as well as from a change management perspective.\ \ The software service comes with unlimited online support from an experienced team. For publishers who can benefit from taking a hard look at how things have been done in the past and how software can help streamline the business, we offer management consulting services and as well as user education. We have years of experience implementing ERP and CRM software in large and small organizations and we can also help extract data from legacy systems, clean it, and import into RunMags before the team start using the tools.\ \ At RunMags, we have resources who can assist you in these efforts. We have team members with management consulting backgrounds and we have preset models and methods for helping you ensure success. If you are interested in these services, please contact in order to discuss how we can help you. ### Additional resources How to add a co-worker\ Administrating user access levels\ Setting up magazines, issues, and product inventory\ Accepting credit card payments\ What to think about when importing data into RunMags\ Best practices for implementing a new IT platform in your organization ### Schedule a demo If you are evaluating RunMags, please feel free to [schedule a demo here](https://calendly.com/robertbergqvist/runmags-demo/01-22-2016). # Transitioning legacy data to RunMags # Anti-spam You need to take great care not importing customer data into RunMags that may cause you to violate privacy law where you operate your business. When you use RunMags you operate under our [terms of use](https://www.runmags.com/terms/) and [privacy policy](https://www.runmags.com/privacy/). If you read them carefully, you can see that we prohibit any use of RunMags to send unsolicited commercial email in violation of applicable laws. Any violations made by you can result in immediate suspension or termination of your RunMags instance. In practise, this means that if you buy a list containing names and email addresses and import that into RunMags, then send email to those people, you're probably violating our terms of use and privacy policy. If you gather up a bunch of old lists that you've put together over the years, as opposed to buying lists, you should still be careful. Importing ANY lists poses you to business risk that you have to manage. ### The complaints process So what happens when somebody report you? You may have heard of email bouncing? In simplistic terms, an email will bounce if the email address you sent to is no longer in use. If you consistently send email to addresses that bounce, your deliverability is going to go down because Google, Microsoft, Yahoo, etc. is consistently tracking the reputation of the domain you're using to send email. **Now while bounces "only" affects your ability to reach your readers, getting reported for violating spam laws poses a much greater threat.** If your subscribers raise complaints they will likely do so to using various anti-spam and abuse report services and there's no way for our platform to be aware of that. Our platform can only become aware if an email recipient uses the personal portal to unsubscribe from the emails. Since your email sender domain is registered on you, you will likely get a notification from the abuse report service saying that you've been reported. If that happens (and it's likely to happen at some point), we advise that you find the recipient's account in RunMags and opt them out from any future email sends. Sending one email to someone that believe they haven't signed up for it is bad enough. Sending several email to them is plain stupid because of the risk you're taking. ### Monitoring the complaint rate We strive to maintain our overall complaint rate below 0.1%. We're constantly monitoring the complaint rate to ensure we're not going over 0.1%. That means all customers combined so in practise some of our customers can be better and some worse, but combined they should be below 0.1% in order for us to guarantee our stellar email delivery rates. In other words you should also strive to maintain a complaint rate below 0.1%, i.e. if you have 100,000 subscribers in your database and email them all, you should not get reported more than 100 times for that specific email. High complaint rates will impact the delivery of your emails. If your complaint rate is 0.1% or greater, we will automatically place your account under review. If your complaint rate is 0.5% or greater, we might pause your account's ability to send additional email until you resolve the issue that caused the high complaint rate. ### Cleaning legacy data files before importing them Importing legacy data files usually renders a few complaints so you should just be quick to clean them out. After GDPR went live there are some individuals that will go to great lengths to report spammers so you really have to be careful when using old lists that you may have used in the past in some other system or whatever. You should understand that it's your business that is on the line for any potential privacy related damages, not RunMags. # Data cleaning services Get a fresh start with clean customer data. We can help you clean your data and/or update specific sets of your data so that you don't have to do it manually on your own. Please initiate a support case, describe your needs and the challenges as you see it and we'll get in touch. # Importing advertiser and subscriber data Transitioning from a legacy system over to a modern system can be a challenge, but you can follow these instructions to make it easier. If you want to bulk import company and contact information for advertisers, agents, and subscribers, we can help you do that. We can also import production data and magazine data from legacy systems, Please initiate a support case on the right hand side of this page, hand over a file and we'll make sure the file is in good order and then import it.\ Please take good care to clean the data before an import. User adoption will be much higher if the contacts are imported under the correct company name, if addresses and phone numbers are correct, etc. ### How to ensure great data Cleaning your data before an import is actually much easier than most people think. While it indeed is a cumbersome and time consuming process, there's no black magic to ensuring you only import data that can be readily used by all employees. If you come to us with a list of some 300-500 advertisers to import, it's not very difficult to open that up in Microsoft Excel or Google Sheets and manually change and add data in each field. It just takes a few hours. If you come to us with 5 different lists with 10,000 - 50,000 subscribers in each file, tools like Excel is not ideal. In that case, we'll use Microsoft Visual Studio to open up the files and find duplicates, etc.\ In the text below we'll cover how you can clean your own data in Microsoft Excel or Google Sheets before you send it to us. Since you know your advertisers much better than we'll ever do, you're better equipped to clean your data than we are. Plus you save some money when you do it yourself.\ When we talk about cleaning data, we simply refer to filling to the process of creating a single Microsoft Excel or Google Sheets file that can be imported. In the perfect world, that file: 1. Has some 15-30 columns and many hundreds of rows, one row per Contact (i.e. that you want to import and each column represent data for that contact, for example Organization name or the contact's email address. 2. Has each and every cell filled out only with data that should be imported. Since you want the Organization name to be correct, you want to have the exact letters, numbers and dots that make up the legal entity. The legal entity for our company is exactly "RunMags Inc." and not "Runmags, Inc." or "RUNMAGS INC". 3. Is sorted by Organization name and if you have several Contacts per Organization, you should make certain the Organization Name is identical for all those Contacts. ### Tips & Tricks for catching bad data If you know how to program code, you can write scripts that catch errors, finds duplicates and eliminate them. If you don't know how to program, you can use your eyes and a healthy dose of common sense. For a list with 500-1,000 rows, it takes about the same time to clean the data and you will get better quality doing it manually rather than by code. Why? Because you are more adaptable to various issues than the computer. You can spot a problem simply by looking at it, while the programmer will have to go through an iteration of creating various rules for catching and correcting the issues. 1. Set yourself up so that you can work without getting disturbed for a few hours. 2. If possible, work with your data on a large monitor as this will help you view several columns at the same time. 3. Start by sorting the data by Organization name, scroll though the file to find Organizations that really should have the exact same name and correct it. 4. Then sort by Country, State/Region and Zip code. When you do this you'll quickly find that you can add a lot of data quickly. 5. Then sort by the Contact's email address. When you do this you typically find a lot of duplicates that you can delete. 6. Finally, sort by the Contact's first name and last name to find the last batch of duplicates that you can delete. 7. While you are going through the steps above, correct missing data, remove dots and split up data into the right columns. After a while you will see that the file start to look better and better. If you see fit after completing the step above, reiterate the process in order to catch the last few items.\ There's one other trick that may help you and that is that you can use the templates in the next section to create your import files. ### File formats for importing We have prepared files you can use as a template for building your import file. You can populate these files with data from legacy systems as well as exports from email platforms such as Gmail or Outlook. Just delete the sample data row and paste the information into the corresponding columns. Don't worry about formatting the data with colors or fonts as the import will not recognize this.\ **Also, of utmost importance: Please use these templates as is and don't change the column names or the order of them. If you do, this be cause us additional time to help you and this will be billed to your account.**
\------- ------- ------- ------- ------- ------- ------- ------- -------
### Advertisers data Required fields: Org legal entity name, **Google Sheet**\ **Excel**\ **CSV**\ ### Subscriber data **Google Sheet**\ **Excel**\ **CSV**\ \------- ------- ------- ------- ------- ------- ------- ------- -------
# Account # Co-workers # System settings # Product settings # Import In the import section of RunMags you can advertiser contact information as well as subscriber and subscription information using spreadsheets. It is of utmost importance that you use our import templates when you want to import customer information into RunMags. # System reports