Magento integration 1.0

Size: px
Start display at page:

Download "Magento integration 1.0"

Transcription

1 Reference guide Improving results together 1

2 Version history Version Date Author Modifications September 2013 Marcus Webb Draft Version September 2013 Marcus Webb Publication Version 2

3 Contents Version History... 2 Key Features of this Integration... 4 Key Benefits of this Integration Settings for the Magento Integration... 5 API Config List... 7 Newsletter Abandoned cart Cron manager Screenshots Figure 1 - API Config Screen... Figure 2- API Config - Validate Credentials... Figure 3 - List Module Disabled... Figure 4 - List Module Enabled... Figure 5 - Newsletter Module... Figure 6 - Module Figure 7 - Abandoned Cart Module Figure 8- Cron Manager Figure 9 - Force Resync on Cron Manager Module

4 What s in Version 1.0? Key Features of this Integration Full Synchronisation of Customer Data from Magento into PureResponse including the following fields: First Name Last Name Date Of Birth Address data Sign up date* Last order date Last order value Last product Total purchases Total spend Year to Date spend Create advanced segments within Magento and sync segments over to PureResponse** Refine and segment customers using list filters in PureResponse Support for Magento installation with multiple websites and stores Configure sync rules at Global, Website or Store levels linked to different profiles within PureResponse Send Transactional s through PureResponse using a separate profile Advanced set-up options for controlling frequency of syncs and log sync history Real-time sync of new newsletter sign ups & customers into PureResponse Automatically track amount of revenue generated and last product purchased by campaign Create automations within PureResponse based on synced list data Efficient sync process to sync databases with millions of customers Add Newsletter subscription option to any check out Easy to set up with One-click install from the Magento Connect store Developer-friendly configuration. Built in Debug information assisting in rapid issue diagnosis and support Sync databases with millions of customer records Key Benefits of this Integration Maximise revenue from customers by segmenting based on purchase behaviour Using targeted campaigns to move them along the Customer Lifecycle journey from interest to loyal customer and advocate Ability to increase customer loyalty by targeting infrequent purchasers and creating an incentive campaign Grow and maintain loyalty by sending regular product s to regular purchasers Increase revenue by targeting big spenders with high ticket item product s Ability to increase engagement by sending a welcome campaign to new customers and subscribers Drive brand advocacy by identifying VIP customers that are big spenders rewarding their loyalty based on Total lifetime spend Last order value Year to Date Spend 4

5 Real time communication with new sign-ups Improve Deliverability and Brand reputation of Transactional s by using PureResponse sending IPs Measure and analyse campaign success by tracking revenue and products bought Totally customisable Integration options for Magento environments with multiple websites or stores, enabling website or store specific lifecycle campaigns Increase revenue by sending Abandoned Cart s to customers that exit with products still in their basket with three specific triggers Increase subscribers by adding sign-up forms to key stages of the User journey Create successful campaigns by combining customer data imported from Magento with other PureResponse features such as dynamic content, split content testing and intelligent time sending Settings for the Magento Integration Now that you have your Magento Integration enabled, we will look in detail at each section of the Integration and review the options available to you. We cannot always tell you the exact values that are appropriate in each circumstance but you will be able to get a feel for what works best for your organisation and be able to tune the settings accordingly. You may find that over time you wish to re-visit these settings and amend them to suit your business needs. If you need to, whilst doing this, refer to this guide as explanations are given. Remember also, that these settings are scope specific (i.e. they will work at the level at which they are configured, so if set at the GLOBAL scope level they will work for all Websites and Stores beneath the scope) API Config The API Config section is where the primary parameters of the Integration are set. It is unlikely once these are set that you would want to revise this once the initial configuration has taken place with the exception of the items indicated below: Figure 1 - API Config Screen 5

6 Settings The following options are available: Enable Module Debug Advanced Config Max Sync Items Default Mode api url Positive Integer Values Positive Integer Values A valid fully expressed URL the Pure360 Integration Module the Debug mode for the Pure360 Integration. When enabled, log files can be examined in the Cron Manager section the Advanced Configuration options, allowing editing of settings in the Cron Manager section The maximum number of rows of data from Magento to be synced with the PureResponse system. You may wish to revisit this when your system is running Enabling this sets the Config for the entire Magento system. Disabling this allows you to set Config settings at lower levels such as Website and Store You will be provided this URL as part of your setup. Typically this will be: Marketing Profile Here you set the details of Username and Password provided to you for your Marketing profile. Username Password Unsubscribed or not. The username provided to you for system access. Typically this ends in.sys and is named the same as your company or profile ( e.g. marketingresponse.sys ) The password provided with the above username, usually consisting of lowercase letters ( e.g. xqirjsve ) When setting the Username and Password for each profile, click the Validate Credentials button on each profile enabled and assuming no errors occur, click the Save Config button. Figure 2- API Config - Validate Credentials 6

7 List Here is where you specify the List upload parameters. To enable this module, first change the settings for Enable Module to Enable. Click the Save Config button. This brings up the following screen: Figure 3 - List Module Disabled Figure 4 - List Module Enabled 7

8 Settings The following options are available: Enable Module the List Management Module List options The settings here allow you to create and modify lists on the PureResponse system as well as initialise options such as Reporting of value of sale items in a campaign in the PureResponse system List Name Domain Name Filter Success Page Tracking Tracking Token Double Opt-in List Status List Status The name for the list to sync with the PureResponse system Set this for filtering purposes to create test recipient lists ( ) Enable whether Purchases within Magento are reported in the PureResponse system Free text area to create a named token for tracking sales in Magento Enable Double Opt-in for verifying if a user wishes to subscribe to the Newsletter Shows the current state of the list within both Magento and PureResponse Field Mapping This section allows you to selectively pull across which data is synchronised with the PureResponse system, enabling you to segment and filter data effectively within the PureResponse system. You do not need to synchronise all available data within Magento, but if you amend the data that you want to synchronise, you will cause Automations in the PureResponse system to cease functioning. Note: You may also synchronise Customer Attributes if you are using them. These will be displayed in alphabetical order in the Customer Data Field Mapping section below. Customer data field mapping All fields are listed alphabetically, so this list may not be reflected in the exact same layout as the screenshot above shows, as your Customer Attribute fields may be interspersed between the preselected fields. Created at Customer Group Customer Segment* Date of Birth First Name The date the customer record was created in Magento Which Magento Group the customer record sits in The list of Segments the customer record sits in Recorded Date of Birth of the customer The First Name recorded in Magento against the customer record 8

9 Gender Last Name Middle Name/Initial Prefix Suffix Tax/VAT Number Customer Attributes The Gender recorded in Magento against the customer record The Last Name recorded in Magento against the customer record Any recorded Middle Name or Initial for the customer record in Magento If the customer record has a prefix it will be displayed in this field If the customer record has a suffix it will be displayed in this field Contains the customer VAT or Tax number record Synchronise selected Customer Attributes specific to your Magento installation with the PureResponse system (See note above) Customer Address Field Mapping There are no custom objects here so this table is alphabetical City Company Country Fax State/Province Street Address Telephone Zip Code The City recorded in Magento against the customer record The company recorded in Magento against the customer record The country recorded in Magento against the customer record The Fax number in Magento recorded against the customer record The State, Province or county recorded in Magento against the customer record The Street address for the customer record in Magento The provided telephone number in Magento (can be used to hold mobile data, and therefore conduct SMS campaigns to mobile phones) The Zip or Postal Code at which the Customer in the customer record resides 9

10 Customer Sales Field Mapping The data here relates to sales records against the customer. Last Order Date Last Order Value Last Product Total Purchases Total Spend Year to Date Spend Contains the date of the Last item purchased on the Magento site Contains the amount spent on the Last Item Purchased on the Magento site in the currency selected at this scope level Contains details of the last Item purchased. Sends the count of the total number of purchases held against the Customer Record Sends the total amount of Money spent on the site in customer lifetime Shows the total amount of Money spent on the site in the Year to Date List Here you can enable or disable Newsletter functionality. Our Newsletter module is designed to replace the Newsletter module within Magento. The increased customisation within the module allows you to specify where on the site you can request that customers can add themselves to the mailing list. If enabled on the Guest Checkout the module will collect the address and add this to the list along with the Date of Subscription, which Pure360 has added to the Newsletter Subscriber information. This now allows for historical tracking for the customer information, and will show any additions or amendments after the installation of the Integration. Whether this is collected for the first time or is an amendment of the Customer s preferences, the information is synchronised with the PureResponse system in real-time. Figure 5 - Newsletter Module 10

11 Settings The following options are available: Enable Module the Newsletter Module Checkout Use the settings here to specify where you wish to see the Newsletter Subscription Checkbox and what the text following it will say. Show on Guest Checkout Show on Register Checkout Show on Customer Checkout Show if Already Subscribed Checked by Default Checkbox Label Text Yes or No Yes or No Yes or No Yes or No Yes or No Yes or No If enabled, show the Newsletter Subscription checkbox here (with associated text) If enabled, show the Newsletter Subscription checkbox here (with associated text) If enabled, show the Newsletter Subscription checkbox here (with associated text) If enabled, show the Newsletter Subscription checkbox irrespective of the Customer subscription status When the Newsletter Subscription checkbox is shown will be checked if the Customer has subscribed, or if no Subscription exists for the Customer, display on the basis of this setting (i.e. if Yes, display a tick in the box or if No, do not display a tick in the box) Free text field allowing you to specify what to indicate to Customers that they can subscribe to the Newsletter here. In this section you can enable or disable Transactional functionality. If you disable this, Magento will revert to using its in-built transactional handling, and you will not receive any reporting information back to the PureResponse system when ing your Customers. Figure 6 - Module 11

12 Settings The following options are available: Enable Module the Transactional Module Abandoned Cart Pure360 have introduced Abandoned Cart functionality to the Integration. This will enable you to re-visit potential lost income and attempt to convert this into revenue for the business. To cater for this, we have allowed for three triggers in the system which you can configure. Should you have other Abandoned Cart software already in place, you can hook into the triggers placed into the Magento System. This is covered in the Administration Guide. Settings The following options are available: Figure 7 - Abandoned Cart Module Enable Module Max Carts to Process the Abandoned Cart Module Numerical value indicating how many Abandoned Carts the system should attempt to process when running. 12

13 The Three Triggers All three triggers work with the same settings, which are detailed below. The options selected will determine how and when the events take place, and which actions to take on that basis. Triggers 1, 2 and 3 Enable Module Trigger After Trigger Action Message Template (Customer) Message Template (Guest) Days Hours Minutes Events Only Reminder Clear Cart the relevant Trigger in question This should be an integer numeric value This un-named drop-down allows you to choose the time frame to match the numeric value in the box above This allows you to select what action to trigger when the above specified time period has elapsed. This drop-down allows you to select from template s within Magento which you are going to send to the customer. This drop-down allows you to select from template s within Magento which you are going to send to the guest. Actions Events Only This will record the fact that a trigger has occurred within Magento. To make use of this within other Cart Abandonment modules or software, you will want to set the Trigger Action to this value and then modify the relevant config.xml file All three triggers work with the same settings, which are detailed below. The options selected will determine how and when the events take place, and which actions to take on that basis. Reminder This is the trigger that will cause the system to send an Abandoned Cart to the Customer or Guest. You select the that you wish to send in the drop-down option just below the Action selected. Note: A Guest in this instance is someone who has entered details on Stage 1 of the Checkout process and as a result has provided an address. If a Guest has not entered details on Stage 1 the Abandoned Cart will not be processed. Clear Cart This enables you to clear the cart record. Once this is done, no further Abandoned Cart actions will be taken. It is therefore recommended that if the Abandoned Cart module is enabled that this is set as an action for either Trigger 2 or Trigger 3. Setting this for Trigger 1 is redundant, as it is better to disable the module if you do not require Abandoned Cart management. 13

14 Cron Manager The Cron Manager section allows you to specify the frequency of the jobs that synchronise with the PureResponse system and also to view any related log files if the Debug Mode is enabled. We recommend setting Debug mode on in the early stages of using the Integration, as this will help with any issues you may report to our Integration Team or Customer Support Team. Figure 8- Cron Manager Job Table On this screen you are able to modify the standard Cron entries or Force a resynchronisation of any jobs that are listed by clicking on the Force button. A maximum of 20 list jobs can be shown here. If you have more than 20 defined, you will be able to change the number displayed by clicking on the drop-down box here. The table below explains what the entries are that are shown in the Job Table. Table Entry Id Code Status Details Message Scope Internal reference to the cron job A Reference name for the Job The current status of the Job The name of the list to be synchronised with the PureResponse system Any additional diagnostic message that is relevant to the current or last execution of the job Status field indicating the scope of the job to be run (either global, website or stores) 14

15 Scheduled Executed Finished Crontab Crontab settings Time the job is next scheduled to execute as reported by the PureResponse system The time the job last started executing The last time the job finished executing, whether successful or unsuccessful Here you can change the frequency with which these jobs run For a more detailed explanation of Cron than can reasonably be entered into here, please see this link: Clicking the Force button results in a message as shown below. Figure 9 - Force Resync on Cron Manager Module Clicking Force on the PURE360_CART_TRIGGER job will result in the Abandoned Carts defined in the Abandoned Cart section to be processed as per the settings defined there. Pure360 Logs This section is only shown if Debug Mode is set to Enable. You may either Download or Clear the logs here. You may be asked for the Downloaded Log files to assist with Diagnosis. 15

Magento integration 1.0

Magento integration 1.0 Getting started guide Improving results together 1 Version history Version Date Author Modifications 0.9 20 September 2013 Marcus Webb Draft Version 1.0 20 September 2013 Marcus Webb Publication Version

More information

Setup Guide for Magento and BlueSnap

Setup Guide for Magento and BlueSnap Setup Guide for Magento and BlueSnap This manual is meant to show you how to connect your Magento store with your newly created BlueSnap account. It will show step-by-step instructions. For any further

More information

Klarna Magento module

Klarna Magento module Klarna Magento module User guide Payment module version: 5.x.+ User guide 1.0 Revision: 1.1 Table of Contents User guide Welcome to Klarna How do you benefit? What is Klarna s offering? Prerequisites Before

More information

emailchef for Magento: Package Tutorial

emailchef for Magento: Package Tutorial emailchef for Magento: Package Tutorial v. 2.7.5 emailchef.com 1 Introduction 2 Installation 2.1 From Magento Connect 2.2 Via file upload 2.3 Via FTP 3 Settings 3.1 Field mappings 4 Integration with Magento

More information

Step 4: Click Upload >> Browse for zip file, then click Install Now. Step 6: List Eruption should show up as a new button in your Wordpress Navigation

Step 4: Click Upload >> Browse for zip file, then click Install Now. Step 6: List Eruption should show up as a new button in your Wordpress Navigation Step 1: Download List Eruption zip file Step 2: Log into your Wordpress backend Step 3: Click Plugins >> Add New Step 4: Click Upload >> Browse for zip file, then click Install Now Step 5: Go back into

More information

Quick Start Guide. Contents. Quick Start Guide Version 1.0 webcrm November 09

Quick Start Guide. Contents. Quick Start Guide Version 1.0 webcrm November 09 Quick Start Guide Contents Introduction... 2 Main Menu... 3 Creating Users... 4 Organisations and Persons... 5 Activities... 6 Emails... 7 Opportunities Sales Pipeline... 8 Simple Customisation... 8 Making

More information

LICENTIA. Nuntius. Magento Email Marketing Extension REVISION: SEPTEMBER 21, 2015 (V1.8.1)

LICENTIA. Nuntius. Magento Email Marketing Extension REVISION: SEPTEMBER 21, 2015 (V1.8.1) LICENTIA Nuntius Magento Email Marketing Extension REVISION: SEPTEMBER 21, 2015 (V1.8.1) INDEX About the extension... 6 Compatability... 6 How to install... 6 After Instalattion... 6 Integrate in your

More information

LICENTIA. Nuntius. Magento Email Marketing Extension REVISION: THURSDAY, JUNE 2, 2016 (V1.9.0.0)

LICENTIA. Nuntius. Magento Email Marketing Extension REVISION: THURSDAY, JUNE 2, 2016 (V1.9.0.0) LICENTIA Nuntius Magento Email Marketing Extension REVISION: THURSDAY, JUNE 2, 2016 (V1.9.0.0) INDEX About the extension... 6 Compatability... 6 How to install... 6 After Instalattion... 6 Integrate in

More information

Magento Clang Integration Extension version 1.2.0

Magento Clang Integration Extension version 1.2.0 Magento Clang Integration Extension version 1.2.0 Magento Clang Integration Extension User and Administration Guide March 10, 2014, E-Village BV Table of Contents 1 Introduction... 2 1.1 Versions of the

More information

Magento Extension User Guide

Magento Extension User Guide Smart Review Reminder Magento Extension User Guide Official extension page: Smart Review Reminder Page 1 Table of contents: 1. Email Settings.....3 2. Conditions Settings.........6 3. Google Analytics

More information

Plugin Integration Guide

Plugin Integration Guide Plugin Integration Guide Revision History Version Date Changed By Comments/Reason 1.0 16/09/14 NZB Created 1.01 01/10/ This document describes the implementation requirements for the mobicred Magento Plugin,

More information

Mailchimp Integration Addon

Mailchimp Integration Addon Purpose Mailchimp Integration Addon This addon provides integration between your shopping cart and the Mailchimp.com email marketing system. You can export existing customers, users, subscribers and ecommerce

More information

J2T Points & Rewards Magento Extension

J2T Points & Rewards Magento Extension J2T Points & Rewards Magento Extension Documentation for v. 1.6.x Summary How to install...2 How to configure...3 Description of configuration fields...3 Default configuration...3 Registration/Referral

More information

MAGENTO - SETUP PAYMENT PLANS

MAGENTO - SETUP PAYMENT PLANS MAGENTO - SETUP PAYMENT PLANS http://www.tutorialspoint.com/magento/magento_setup_payment_plans.htm Copyright tutorialspoint.com PayPal is a secure way for customers to pay online. This article explains

More information

Salesforce Integration. Installation Manual Release

Salesforce Integration. Installation Manual Release Salesforce Integration Installation Manual Release Table of Contents Salesforce Integration... Error! Bookmark not defined. 1. Integration with LeadForce1(Manual)... 3 2. Integration with LeadForce1 (Automated

More information

emarketing Manual- Creating a New Email

emarketing Manual- Creating a New Email emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a

More information

Online Parent Registration ENGLISH MANUAL

Online Parent Registration ENGLISH MANUAL Online Parent Registration ENGLISH MANUAL Last Updated: July 22, 2013 Table of Contents TABLE OF CONTENTS... 2 DECIDE IF YOU WISH TO ACCEPT CREDIT CARD PAYMENTS... 4 ACTIVATING YOUR ONLINE REGISTRATION

More information

Release Notes. Documentation V3.0

Release Notes. Documentation V3.0 Release Notes Documentation V3.0 Table of Contents InvoiceIT Payment improvement 1.1 Stripe Payment gateway 1.2 Configuring Payment gateways on Account level 1.3 SAGEPAY Payment gateway 1.4 Disabling button

More information

Contents INDEX...61 ECRM...1

Contents INDEX...61 ECRM...1 ecrm Guide 111011 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording,

More information

Purolator Eship Web Services

Purolator Eship Web Services Head Office; #1100 128 Pender St W, Vancouver, BC V6B 1R8 P: 604.336.1444 W: collinsharper.com 26-Mar-14 Purolator Eship Web Services Shipping Module Contents Configuration of Purolator... 2 Measure Units

More information

JOINUS AG. PowerPay Checkout. Magento Module User Manual. Support: it-support@joinusag.ch

JOINUS AG. PowerPay Checkout. Magento Module User Manual. Support: it-support@joinusag.ch PowerPay Checkout Magento Module User Manual Support: it-support@joinusag.ch This document explains installation procedure and configuration options for Joinus AG PowerPay checkout magento payment module.

More information

Magento Integration Manual (Version 2.1.0-11/24/2014)

Magento Integration Manual (Version 2.1.0-11/24/2014) Magento Integration Manual (Version 2.1.0-11/24/2014) Copyright Notice The software that this user documentation manual refers to, contains proprietary content of Megaventory Inc. and Magento (an ebay

More information

Contact Management & Groups

Contact Management & Groups Contact Management & Groups Learn How To: Manage a database of contacts Add new contacts Create Groups Upload a mailing list Modify the Mailing List Form Begin by going to SiteBuilder after logging into

More information

ProxiBlue Dynamic Category Products

ProxiBlue Dynamic Category Products ProxiBlue Dynamic Category Products Thank you for purchasing our product. Support, and any queries, please log a support request via http://support.proxiblue.com.au If you are upgrading from a pre v3 version,

More information

Jesubi Salesforce Integration Guide

Jesubi Salesforce Integration Guide Jesubi Salesforce Integration Guide Table of Contents Requirements p. 3-8 What credentials are necessary for Integrating Jesubi and Salesforce? p. 3 How do I map my fields? p. 4 How do I Edit my Activity

More information

Installation Guide MAGENTO PAYMENT PLUGIN. release 1.0.1

Installation Guide MAGENTO PAYMENT PLUGIN. release 1.0.1 release 1.0.1 MAGENTO PAYMENT PLUGIN MAXIMUM CONSULT Tel: (+258) 21 903 112 (+258) 84 74 37 30 8 (+258) 82 61 45 471 Email: info@maximumconsult.com Maputo. Mozambique 1 Paguei.Online is the first Mozambican

More information

1: 2: 2.1. 2.2. 3: 3.1: 3.2: 4: 5: 5.1 5.2 & 5.3 5.4 5.5 5.6 5.7 5.8 CAPTCHA

1: 2: 2.1. 2.2. 3: 3.1: 3.2: 4: 5: 5.1 5.2 & 5.3 5.4 5.5 5.6 5.7 5.8 CAPTCHA Step by step guide Step 1: Purchasing a RSMembership! membership Step 2: Download RSMembership! 2.1. Download the component 2.2. Download RSMembership! language files Step 3: Installing RSMembership! 3.1:

More information

5.2.3 Thank you message 5.3 - Bounce email settings Step 6: Subscribers 6.1. Creating subscriber lists 6.2. Add subscribers 6.2.1 Manual add 6.2.

5.2.3 Thank you message 5.3 - Bounce email settings Step 6: Subscribers 6.1. Creating subscriber lists 6.2. Add subscribers 6.2.1 Manual add 6.2. Step by step guide Step 1: Purchasing an RSMail! membership Step 2: Download RSMail! 2.1. Download the component 2.2. Download RSMail! language files Step 3: Installing RSMail! 3.1: Installing the component

More information

Sage Accountants Business Cloud Advanced Features Guide

Sage Accountants Business Cloud Advanced Features Guide Sage Accountants Business Cloud Advanced Features Guide VERSION 1.0 September 2013 Contents Adding custom fields to address books 3 Creating dynamic content 5 Using dynamic content in your campaigns 9

More information

Google Trusted Stores Setup in Magento

Google Trusted Stores Setup in Magento Google Trusted Stores Setup in Magento Google Trusted Stores is a free badging program that can improve your conversion rate and average order size by reassuring potential customers you offer a great shopping

More information

The all-new Max for Magento Extension

The all-new Max for Magento Extension The all-new Maxemail for Magento Extension Making ecommerce marketing easy for you The all-new Maxemail for Magento Extension is an easy and quick way for you to connect your Magento store, your product

More information

CHARGE Anywhere Universal Shopping Cart

CHARGE Anywhere Universal Shopping Cart CHARGE Anywhere Universal Shopping Cart Version: v1.0.1 Prepared for: CHARGE Anywhere 4041B Hadley Rd South Plainfield, NJ 07080 Phone: + 1 (800)211-1256 Fax: + 1 (732) 417-4448 I. Introduction... 3 II.

More information

6 TOP TIPS FOR IMPROVING YOUR DELIVERABILITY BROUGHT TO YOU BY

6 TOP TIPS FOR IMPROVING YOUR DELIVERABILITY BROUGHT TO YOU BY 6 TOP TIPS FOR IMPROVING YOUR DELIVERABILITY BROUGHT TO YOU BY INTRODUCTION What s the point in sending awesome email campaigns if they don t reach your recipients? Answer? None whatsoever! That s why

More information

Magento-Twinfield Module

Magento-Twinfield Module Magento-Twinfield Module V 1.2 (beta) Installation Manual V 1.2.1, November 23, 2011 Contact information Tauros Media Nederland B.V. E: twinfield@taurosmedia.com 1 1. Index 1) Index.2 2) Introduction..3

More information

User Guide Setup, sales, purchase and support information for your Clear Books account

User Guide Setup, sales, purchase and support information for your Clear Books account User Guide Setup, sales, purchase and support information for your Clear Books account Digital Edition Contents 4 Chapter 1: Customising your Dashboard 7 Chapter 2: Setting up a Bank Account 12 Chapter

More information

Using WhatCounts Publicaster Edition To Send Transactional Emails

Using WhatCounts Publicaster Edition To Send Transactional Emails Using WhatCounts Publicaster Edition To Send Transactional Emails 1 DEFINITION Transactional email by definition is any message in which the primary purpose facilitates an already agreed-upon transaction

More information

OneStepCheckout User Manual

OneStepCheckout User Manual OneStepCheckout User Manual This is the user manual for OneStepCheckout version 0.2.0 and higher. This manual explains how to use OneStepCheckout as a store owner, how the different administration settings

More information

SalesFUSION Partner Certification Guide

SalesFUSION Partner Certification Guide SalesFUSION Partner Certification Guide Welcome to the SalesFUSION Partner Family!! This document will guide you through the SalesFUSION Certified Partner Program. At each step there will be videos to

More information

SEOSHOP - MAILCHIMP APP

SEOSHOP - MAILCHIMP APP SEOSHOP - MAILCHIMP APP V1.0 (BETA) INSTALLATION & USER MANUAL V1.0 AUG. 14, 2013 DEVELOPED BY TAUROS MEDIA NEDERLAND B.V. INFO@TAUROSMEDIA.COM WWW.TAUROSMEDIA.COM USER MANUAL SEOSHOP-MAILCHIMP APP V1.0

More information

Chimpegration for The Raiser s Edge

Chimpegration for The Raiser s Edge Chimpegration for The Raiser s Edge development@zeidman.info www.zeidman.info UK: 020 3637 0080 US: (646) 570 1131 Table of Contents Overview... 4 Chimpegration Versions... 4 Chimpegration Free... 4 Chimpegration

More information

The Fundamentals of B2C Marketing Automation for Effective Marketing Communications

The Fundamentals of B2C Marketing Automation for Effective Marketing Communications The Fundamentals of B2C Marketing Automation for Effective Marketing Communications Mark Patron February 2013 Email and Website Optimisation Introduction Marketing automation is a process that uses insight

More information

User manual for the visitors of Interreg Danube Programme website

User manual for the visitors of Interreg Danube Programme website User manual for the visitors of Interreg Danube Programme website Table of contents National contact points... 2 Newsletter subscription... 2 Subscribe... 2 Unsubscribe... 2 Forum... 2 Approved projects...

More information

Insurance Marketing White Paper The benefits of implementing marketing automation into your email marketing strategy

Insurance Marketing White Paper The benefits of implementing marketing automation into your email marketing strategy Insurance Marketing White Paper The benefits of implementing marketing automation into your email marketing strategy Katie Traynier July 2013 Email and Website Optimisation Introduction Most email marketers

More information

By the end of this section, you will be able to: Create an Email Campaign Link Email Campaign to Interest Category. Populate Initial Campaign Audience

By the end of this section, you will be able to: Create an Email Campaign Link Email Campaign to Interest Category. Populate Initial Campaign Audience Email Campaigns Overview...2 EXERCISE 4.1: View an Email Message...3 Review: Constituent360 Groups...4 Key Concept: Email Campaigns...6 Email Campaigns...8 Email Calendar...9 Creating a New Campaign...

More information

Setup Guide for PrestaShop and BlueSnap

Setup Guide for PrestaShop and BlueSnap Setup Guide for PrestaShop and BlueSnap This manual is meant to show you how to connect your PrestaShop store with your newly created BlueSnap account. It will show step-by-step instructions. For any further

More information

Feature Guide. Want to talk it through? pure360.com call: 0844 586 0001 email: contact@pure360.com. Work With Data. Work With Messages

Feature Guide. Want to talk it through? pure360.com call: 0844 586 0001 email: contact@pure360.com. Work With Data. Work With Messages ro Work With Data Import, append & export unlimited lists - with no restrictions on number of contacts De-duplication and list cleaning Dedupe of lists on upload, clean bounces Automatic bounce, opt-out

More information

BusinessMan CRM. Contents. Walkthrough. Computech IT Services Ltd 2011. Tuesday, June 1 st 2014 Technical Document -1015 Version 6.

BusinessMan CRM. Contents. Walkthrough. Computech IT Services Ltd 2011. Tuesday, June 1 st 2014 Technical Document -1015 Version 6. Contents. Table of Figures... 2 Businessman Enterprise Overview... 3 System Settings... 3 Human Resources... 4 User Management... 5 Customers... 7 Prospects... 9 Document Management 9 Sales Dashboard...

More information

Installation and Configuration Guide for

Installation and Configuration Guide for Installation and for Brickwork Version: 4.1506 Last Updated: February 13 th, 2014 Table of Contents 1 Document Version... 4 2 Contact Information... 5 3 Overview... 6 3.1 Brickwork Overview... 6 3.2 Custom

More information

Email Marketing. Send beautiful email campaigns, track the results and manage your subscribers. For further information, call 01202 232839 or email

Email Marketing. Send beautiful email campaigns, track the results and manage your subscribers. For further information, call 01202 232839 or email Email Marketing Send beautiful email campaigns, track the results and manage your subscribers. For further information, call 01202 232839 or email info@europastudio.co.uk Copyright 2004-2012 Europa Studio.

More information

Stripe Payment Module Magento 2 USER MANUAL MAGEDELIGHT.COM SUPPORT E: SUPPORT@MAGEDELIGHT.COM P: +1-(248)-275-1202

Stripe Payment Module Magento 2 USER MANUAL MAGEDELIGHT.COM SUPPORT E: SUPPORT@MAGEDELIGHT.COM P: +1-(248)-275-1202 Stripe Payment Module Magento 2 USER MANUAL MAGEDELIGHT.COM SUPPORT E: SUPPORT@MAGEDELIGHT.COM P: +1-(248)-275-1202 License Key After successful installation of Stripe Payment extension by using the Magento

More information

Volunteers for Salesforce Installation & Configuration Guide Version 3.76

Volunteers for Salesforce Installation & Configuration Guide Version 3.76 Volunteers for Salesforce Installation & Configuration Guide Version 3.76 July 15, 2015 Djhconsulting.com 1 CONTENTS 1. Overview... 4 2. Installation Instructions... 4 2.1 Requirements Before Upgrading...

More information

RSS Feeder - Administrator Guide

RSS Feeder - Administrator Guide RSS Feeder - Administrator Guide for OpenText Social Workplace and FirstClass Werner de Jong, Senior Solutions Architect 8 July 2011 Abstract This document is an administrator s guide to the installation

More information

The Beginner s Guide to G-Lock WPNewsman Plugin for WordPress: Installation and Configuration

The Beginner s Guide to G-Lock WPNewsman Plugin for WordPress: Installation and Configuration The Beginner s Guide to G-Lock WPNewsman Plugin for WordPress: Installation and Configuration Summary G-Lock WPNewsman is a nice WordPress plugin for collecting subscribers using the confirmed opt-in method

More information

31 Examples of how Microsoft Dynamics CRM Integrates with Marketing Automation

31 Examples of how Microsoft Dynamics CRM Integrates with Marketing Automation 31 Examples of how Microsoft Dynamics CRM Integrates with Marketing Automation Manage Email Campaigns In-House 1. Quickly Design Emails Save time creating marketing emails using drag and drop template

More information

SpringCM Integration Guide. for Salesforce

SpringCM Integration Guide. for Salesforce SpringCM Integration Guide for Salesforce January 2013 Introduction You are minutes away from fully integrating SpringCM into your Salesforce account. The SpringCM Open Cloud Connector will allow you to

More information

USER GUIDE Slink for Magento

USER GUIDE Slink for Magento USER GUIDE Slink for Magento Saaslink.net INTRODUCTION Slink for Magento is designed to integrate Magento data with an external accounting system. Slink for Magento only supports Saasu.com Accounting.

More information

Authorize.net for WordPress

Authorize.net for WordPress Authorize.net for WordPress Authorize.net for WordPress 1 Install and Upgrade 1.1 1.2 Install The Plugin 5 Upgrading the plugin 8 2 General Settings 2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 2.9 2.10 2.11 Connecting

More information

Mail Chimp Basics. Glossary

Mail Chimp Basics. Glossary Mail Chimp Basics Mail Chimp is a web-based application that allows you to create newsletters and send them to others via email. While there are higher-level versions of Mail Chimp, the basic application

More information

DocuSign Connect for Salesforce Guide

DocuSign Connect for Salesforce Guide Information Guide 1 DocuSign Connect for Salesforce Guide 1 Copyright 2003-2013 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer to the DocuSign

More information

LEADING LADIES & THE SISTA CODE PROGRAM Week 6 Email campaigns with MailChimp and other programs

LEADING LADIES & THE SISTA CODE PROGRAM Week 6 Email campaigns with MailChimp and other programs LEADING LADIES & THE SISTA CODE PROGRAM Week 6 Email campaigns with MailChimp and other programs Two weeks ago we looked at creating Tribes for a range of purposes, including the purpose of growing your

More information

Pinpointe User s Guide

Pinpointe User s Guide Pinpointe User s Guide Edition 2.1 October 2008 About This User s Guide How to Use This User s Guide This user s guide describes Pinpointe s Graphical User Interface (GUI). It shows you how to use each

More information

User Manual Web DataLink for Sage Line 50. Version 1.0.1

User Manual Web DataLink for Sage Line 50. Version 1.0.1 User Manual Web DataLink for Sage Line 50 Version 1.0.1 Table of Contents About this manual...3 Customer support...3 Purpose of the software...3 Installation...6 Settings and Configuration...7 Sage Details...7

More information

DNNSmart Super Store User Manual

DNNSmart Super Store User Manual DNNSmart Super Store User Manual Description This is one simple but useful e-commerce module. It consists of multiple submodules which can help you setup your DNN E-commerce sites quickly. It's very easy

More information

Follow Up Email. Magento Extension User Guide. Official extension page: Follow Up Email. User Guide: Follow Up Email

Follow Up Email. Magento Extension User Guide. Official extension page: Follow Up Email. User Guide: Follow Up Email Follow Up Email Magento Extension User Guide Official extension page: Follow Up Email Page 1 Table of contents: 1. Follow Up Email configuration....3 2. Rule creation...6 3. Follow up email templates.....17

More information

QSalesData User Guide

QSalesData User Guide QSalesData User Guide Note: In addition to this User Guide, we have an extensive Online Video Library that you can access from our website: www.qsalesdata.com/onlinevideos Updated: 11/14/2014 Installing

More information

Zendesk + Salesforce. Step-by-Step Guide to Integrating Zendesk and Salesforce. www.zendesk.com

Zendesk + Salesforce. Step-by-Step Guide to Integrating Zendesk and Salesforce. www.zendesk.com Zendesk + Salesforce Step-by-Step Guide to Integrating Zendesk and Salesforce www.zendesk.com 2 Table of Contents Introduction Getting Started Page 1 Step 1: Installing the Zendesk for Salesforce App in

More information

DIY Email Manager User Guide. http://www.diy-email-manager.com

DIY Email Manager User Guide. http://www.diy-email-manager.com User Guide http://www.diy-email-manager.com Contents Introduction... 3 Help Guides and Tutorials... 4 Sending your first email campaign... 4 Adding a Subscription Form to Your Web Site... 14 Collecting

More information

How to configure the TopCloudXL WHMCS plugin (version 2+) Update: 16-09-2015 Version: 2.2

How to configure the TopCloudXL WHMCS plugin (version 2+) Update: 16-09-2015 Version: 2.2 èè How to configure the TopCloudXL WHMCS plugin (version 2+) Update: 16-09-2015 Version: 2.2 Table of Contents 1. General overview... 3 1.1. Installing the plugin... 3 1.2. Testing the plugin with the

More information

USER S MANUAL. Magento Extension for Taxamo. Manual Version 1.0. Published by: Taxamo.

USER S MANUAL. Magento Extension for Taxamo. Manual Version 1.0. Published by: Taxamo. USER S MANUAL Magento Extension for Taxamo Manual Version 1.0 Published by: Taxamo http://www.taxamo.com/doc/plugins/magento Page 1 of 14 Statement of Confidentiality All data and information contained

More information

dotmailer for Salesforce Installation Guide Winter 2015 Version 2.30.1

dotmailer for Salesforce Installation Guide Winter 2015 Version 2.30.1 for Salesforce Installation Guide Winter 2015 Version 2.30.1 Page 1 CONTENTS 1 Introduction 2 Browser support 2 Self-Installation Steps 2 Checks 3 Package Download and Installation 4 Users for Email Automation

More information

Cloud Services. Sharepoint. Admin Quick Start Guide

Cloud Services. Sharepoint. Admin Quick Start Guide Cloud Services Sharepoint Admin Quick Start Guide 3/12/2015 ACTIVATION An activation letter will be sent to the email account of your administrator contact. SharePoint will be part of your Cloud Control

More information

Email Marketing Features

Email Marketing Features Email Marketing Features intouch Email Marketer is a true all-in-one communications platform and includes everything you need to create, send and track professional HTML emails, autoresponders, surveys,

More information

Mailing List Growth Strategies. A guide to increasing the size of your mailing list. November 2012 Version 0.2

Mailing List Growth Strategies. A guide to increasing the size of your mailing list. November 2012 Version 0.2 Mailing List Growth Strategies A guide to increasing the size of your mailing list November 2012 Version 0.2 Contents Introduction... 3 Lightboxes... 4 Implementation advice... 6 Social Media... 8 Implementation

More information

MAGENTO-TWINFIELD MODULE

MAGENTO-TWINFIELD MODULE MAGENTO-TWINFIELD MODULE MAGENTO V1.0.5 (BETA) INSTALLATION & USER MANUAL V1.0.5 JANUARY 10, 2013 TAUROS MEDIA NEDERLAND B.V. POSTBUS 75035, 1077 AA AMSTERDAM INFO@TAUROSMEDIA.COM USER MANUAL MAGENTO-TWINFIELD

More information

Prestashop Ship2MyId Module. Configuration Process

Prestashop Ship2MyId Module. Configuration Process Prestashop Ship2MyId Module Configuration Process Ship2MyID Module Version : v1.0.2 Compatibility : PrestaShop v1.5.5.0 - v1.6.0.14 1 P a g e Table of Contents 1. Module Download & Setup on Store... 4

More information

WHMCS LUXCLOUD MODULE

WHMCS LUXCLOUD MODULE èè WHMCS LUXCLOUD MODULE Update: 02.02.2015 Version 2.0 This information is only valid for partners who use the WHMCS module (v2.0 and higher). 1.1 General overview 1.2 Installing the plugin Go to your

More information

Integrating ConnectWise Service Desk Ticketing with the Cisco OnPlus Portal

Integrating ConnectWise Service Desk Ticketing with the Cisco OnPlus Portal Integrating ConnectWise Service Desk Ticketing with the Cisco OnPlus Portal This Application Note explains how to configure ConnectWise PSA (Professional Service Automation) application settings and Cisco

More information

Portal Administration. Administrator Guide

Portal Administration. Administrator Guide Portal Administration Administrator Guide Portal Administration Guide Documentation version: 1.0 Legal Notice Legal Notice Copyright 2013 Symantec Corporation. All rights reserved. Symantec, the Symantec

More information

Contact Manager and Document Tracking. CampusVue Student User Guide

Contact Manager and Document Tracking. CampusVue Student User Guide Contact Manager and Document Tracking CampusVue Student User Guide Campus Management Corporation Web Site http://www.campusmanagement.com/ E-mail Information: Support: E-mail form on Web site support@campusmgmt.com

More information

SchoolBooking SSO Integration Guide

SchoolBooking SSO Integration Guide SchoolBooking SSO Integration Guide Before you start This guide has been written to help you configure SchoolBooking to operate with SSO (Single Sign on) Please treat this document as a reference guide,

More information

Integrated HD Setup and Installation

Integrated HD Setup and Installation Integrated HD Setup and Installation This document explains how to set up install the Integrated Help Desk. Areas where special technical knowledge are required are identified with an asterisk. Plugin

More information

ERP guide and questions

ERP guide and questions Scandiweb ERP guide and questions Sometimes client asks you a short questions - how much would cost integration of customers ERP? And sometimes they provide some data on objects to be imported e.g. products,

More information

WHAT IS EMAIL MARKETING

WHAT IS EMAIL MARKETING Intelligent VC provide industry leading email marketing solutions, including an easy to use in-house platform as well as a host of managed solutions and services. Create and send visually engaging HTML

More information

Comodo Mobile Device Manager Software Version 3.0

Comodo Mobile Device Manager Software Version 3.0 Comodo Mobile Device Manager Software Version 3.0 CMDM Cloud Portal Setup Guide Guide Version 3.0.010515 Comodo Security Solutions 1255 Broad Street Clifton, NJ 07013 Comodo Mobile Device Manager - Cloud

More information

User s Guide For Department of Facility Services

User s Guide For Department of Facility Services Doc s File Server User s Guide For Department of Facility Services For Ver : 7.2.88.1020 Rev : 1_05-27-2011 Created by : Elliott Jeyaseelan 2 Table of Contents SERVER LOGIN & AUTHENTICATION REQUIREMENTS

More information

Authorize.net for WordPress

Authorize.net for WordPress Authorize.net for WordPress Authorize.net for WordPress 1 Install and Upgrade 1.1 1.2 Install The Plugin 5 Upgrading the plugin 8 2 General Settings 2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 Connecting to Authorize.net

More information

For a full comparison of Magento Enterprise and Magento Community, visit http://www.magentocommerce.com/product/compare. Magento Feature List

For a full comparison of Magento Enterprise and Magento Community, visit http://www.magentocommerce.com/product/compare. Magento Feature List Magento is a feature-rich, professional Open Source ecommerce platform solution that offers merchants complete flexibility and control over the user experience, content, and functionality of their online

More information

System Administrator Training Guide. Reliance Communications, Inc. 603 Mission Street Santa Cruz, CA 95060 888-527-5225 www.schoolmessenger.

System Administrator Training Guide. Reliance Communications, Inc. 603 Mission Street Santa Cruz, CA 95060 888-527-5225 www.schoolmessenger. System Administrator Training Guide Reliance Communications, Inc. 603 Mission Street Santa Cruz, CA 95060 888-527-5225 www.schoolmessenger.com Contents Contents... 2 Before You Begin... 4 Overview... 4

More information

Veeam MarketReach User Guide. Automate Your Marketing. Grow Your Business.

Veeam MarketReach User Guide. Automate Your Marketing. Grow Your Business. Veeam MarketReach User Guide Automate Your Marketing. Grow Your Business. March, 2013 Contents PART 1. INTRODUCTION 3 What is Veeam MarketReach? 3 PART 2. ENTERING VEEAM MARKETREACH 3 Who can access Veeam

More information

PORTAL ADMINISTRATION

PORTAL ADMINISTRATION 1 Portal Administration User s Guide PORTAL ADMINISTRATION GUIDE Page 1 2 Portal Administration User s Guide Table of Contents Introduction...5 Core Portal Framework Concepts...5 Key Items...5 Layouts...5

More information

OneLogin Integration User Guide

OneLogin Integration User Guide OneLogin Integration User Guide Table of Contents OneLogin Account Setup... 2 Create Account with OneLogin... 2 Setup Application with OneLogin... 2 Setup Required in OneLogin: SSO and AD Connector...

More information

Lead Management User Guide

Lead Management User Guide Lead Management User Guide Page No Introduction 2 Lead Management Configuration and Import Process 4 Admin Console - Lead Management Set-up 5 Importing data into Lead Management Downloading and using the

More information

INTERSPIRE EMAIL MARKETER

INTERSPIRE EMAIL MARKETER INTERSPIRE EMAIL MARKETER Interspire Pty. Ltd. User s Guide Edition 1.3 April 2009 3 About This User s Guide How to Use This User s Guide This user s guide describes Interspire Email Marketer s Graphical

More information

For a full comparison of Magento Enterprise and Magento Community, visit http://www.magentocommerce.com/product/compare. Magento Feature List

For a full comparison of Magento Enterprise and Magento Community, visit http://www.magentocommerce.com/product/compare. Magento Feature List Magento is a feature-rich, professional Open Source ecommerce platform solution that offers merchants complete flexibility and control over the user experience, content, and functionality of their online

More information

Installation & Configuration Guide Professional Edition

Installation & Configuration Guide Professional Edition Installation & Configuration Guide Professional Edition Version 2.3 Updated January 2014 Table of Contents Getting Started... 3 Introduction... 3 Requirements... 3 Support... 4 Recommended Browsers...

More information

EMAIL CAMPAIGNS...5 LIST BUILDER FORMS...

EMAIL CAMPAIGNS...5 LIST BUILDER FORMS... Basic User Guide Table of Contents INTRODUCTION...1 CAMPAIGNER FEATURES...1 WHO SHOULD READ THIS GUIDE?...1 GETTING STARTED...2 LOGGING IN TO CAMPAIGNER...2 DASHBOARD...3 Modify Your Dashboard...4 EMAIL

More information

Welcome emails Best practices guide

Welcome emails Best practices guide Welcome emails Best practices guide What is a welcome email? Welcome emails are your chance to make a first impression. And, like a first impression, you only get one shot to delight and enchant your customer

More information

Email Marketing System Options

Email Marketing System Options System Options Different Systems for Different Users We run various different types of systems for different users based on their email marketing requirements. If you have your own email marketing system

More information

Installation Guide ARGUS Symphony 1.6 and Business App Toolkit. 6/13/2014 2014 ARGUS Software, Inc.

Installation Guide ARGUS Symphony 1.6 and Business App Toolkit. 6/13/2014 2014 ARGUS Software, Inc. ARGUS Symphony 1.6 and Business App Toolkit 6/13/2014 2014 ARGUS Software, Inc. Installation Guide for ARGUS Symphony 1.600.0 6/13/2014 Published by: ARGUS Software, Inc. 3050 Post Oak Boulevard Suite

More information