Navigating Around #V2|arpReach

The main menu bar will allow you to access all of the functions and capabilities of #V2|arpReach.

Hovering over Setup, for example, will automatically expand the menu, showing you the additional options and functions available in that section.

Throughout this guide, we will use the following format to identify what you should click and in what order to access the sections and functions you will need to use or change.

Setup / Users / Show List

This would indicate that you should hover over or click Setup, locate the Users submenu, then click on its Show List option.

Doing so would bring up the following screen:

At this point, please also note of the I want to… and Choose action… drop-down menus on the right of your screen.

These are consistently placed throughout arpReach and provide quick routes to many core functions and capabilities within each screen.

We can now expand on our earlier navigation function which was:

Setup / Users / Show List

To indicate that you should follow a longer path for example:

Setup / Users / Show List / Choose action... / Edit

Following that path and clicking on Edit will bring up the following screen:

There are two tabs of settings named Account Settings and Preferences.

Now that you are in the Edit User / Account Settings screen, you should:

  • Change your password
  • Change your username, if needed
  • Add your email address – This is the email address that will be used for essential functions such as password recovery. Your contacts will not see it.

Once you have made the changes, click Save Changes. The next time you sign in, you will need to enter your new password.

Personal preferences are set for each user to personalize and enhance their experience of arpReach.

In the Preferences tab of your user settings, you can set your choices for items such as the visibility of the page header, the number of items shown on list screens, and visibility of form field hints.

You can also set your home page — the page that will be loaded every time you sign in to arpReach, as well as the report that will be shown on your personal dashboard.

Screen layout

Every screen in #V2|arpReach has a similar layout and some elements appear on every screen.

The header

The header section contains two elements:

  1. The main menu bar
  2. The service status bar
The main menu bar

The main menu bar is the quickest way of navigating around arpReach. The menu bar remains onscreen at all times.

Most functions of #V2|arpReach can be reached with just a few clicks when using the menu bar. We discuss the various capabilities later within this manual.

Hovering over any option in the menu bar will expand to display additional related menu options for each section.

The service status bar

The grey notes bar under the menu bar gives information about the current status of #V2|arpReach.

Items that require attention and the current status of the scheduled task (e.g., is currently running, idle, etc.) are shown here.

Click the service status bar to reduce its size if you need more screen space. It will return on the next screen refresh.

Action maps

Action maps are a way of navigating to the important areas of #V2|arpReach and to assist in leading you through the flow of each section. There are seven action maps.

The main Action Maps screen can be accessed by going to Help / Actions Maps which shows all seven action maps:

  • Autoresponders
  • Broadcasts
  • Content
  • Contacts
  • My Dashboard
  • Help
  • Setup

Use action maps to find the basic areas of the software and the menu bar when you know exactly where you need to be.

The Autoresponders, Broadcasts, Content, Contacts, Setup, and Help action maps can also be accessed by clicking the relevant option on the menu bar at the top.

For example, to access the Autoresponders action map, click Autoresponders on the menu bar:

This brings up the action map with sections where you can manage your autoresponders and autoresponder groups like this:

Action power menus

Choose action… menus

Many of the screens that show tables or lists of information have an Actions column and every row of information has a Choose action… drop-down menu in that column. Note that the options in the Choose action… drop-down menu may change depending on the status of the item in that row.

For example, here is the Choose action… drop-down menu under the Actions column on the Contacts list screen:

The I want to… menu may be different depending on the permissions you have been assigned by your system administrator.

Many Choose action… menus contain Copy and Copy then edit options.

  • Copy – makes a copy of the item and redraws the list with the new item added.
  • Copy then edit – makes a copy of the item the switches to the edit screen so the new item can be changed and saved. Note that the copy is created in the list even if no changes are made on the edit screen.
I want to… menus

Many screens have an I want to…drop-down menu at the top right of the screen. The options available are different depending on the screen you are viewing.

For example, here is the I want to… drop-down menu on the Broadcast Queue screen:

With selected… menus

Screens with a list of information (e.g., the Contacts list screen) have a With selected… drop-down menu. These work with the checkboxes in the left-most column.

Check the items you want to work with from the list, then choose an option from the With selected… drop-down menu at the top of the list table.

Checking or unchecking the box at the top of the column selects or deselects all the items on the screen. Items not currently showing (like on a multi-page list) will not be selected or deselected by this process.

The checkbox in the column header selects or deselects all items on the screen.

Inline help

In many sections, on the left of the screen, you will find small question mark (?) icons that are inline with the input options. Simply hover over the question mark to see additional help or information.

Once you hover over the question mark, a help box will pop up which will give you additional help or advice related to that input option.

Help menu

As with every menu bar section, hovering over the word Help will expand the menu to show the available options.

Useful information

There are various areas in #V2|arpReach where you can get useful information about the running of your system. This information is useful if you need to raise a support enquiry.

The service status bar (on the header)

The grey notes bar under the menu bar gives information about the current status of #V2|arpReach.

Items that require attention and the current status of the scheduled task (e.g., is currently running, idle, etc.) are shown here.

Click the service status bar to reduce its size if you need more screen space. It will return on the next screen refresh.

When requesting support, give as much relevant information as you can from this section.

Version and resources

Your running version and the resources it is using are shown at the bottom left of every screen. Always quote your version number when raising a support inquiry.

We recommend that you always run the latest version of #V2|arpReach. This is available for download from the #V2 Hub or arpReach Hub, providing you have an active Updates and Support plan.

At any time, you can check if there is a newer version by going to Setup / Check for Updates.

Check for Updates — Running an old version

Check for Updates — Running the latest version

Admin system information

You can get more useful information about your server’s PHP and database systems by going to Help / About… / System.

The #V2|arpReach scheduled task which was set up as part of your installation process may use different settings from those shown on the image above.

The information above is important when raising a support enquiry.

Scheduled task system information

To view the settings that the scheduled task is using, enable logging and debug mode in Setup / System Settings / Scheduled Task and view the scheduled task’s log files that are created in the schedule_logs directory of your #V2|arpReach installation directory.

arpReach directory structure

This is a system administration task that should be done by someone familiar with your server and its directory structure. The log files can be accessed by FTP software or by using your hosting control panel’s file manager utility.

Help and support

There are lots of help and support available for #V2|arpReach and a library of resources that you can use to learn about the package.