Marketo App Integration in Hootsuite: User Guide

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Marketo App Integration in Hootsuite: User Guide"

Transcription

1 Marketo App Integration in Hootsuite: User Guide The Marketo-Hootsuite integration provides joint enterprise customers the capability to connect social interactions from the Hootsuite dashboard directly into their lead database in Marketo. Key social insights add a new layer of detailed data for enhanced leads, simplifying social lead generation and offering a clearer view of where prospects are in the buying cycle. The integration helps enterprises: Generate qualified leads from social: Discover prospects on social channels in Hootsuite and easily add them to a lead database in Marketo. Follow up on key prospects with relevant campaigns by integrating with existing keyword searches and engagement monitoring. Qualify leads faster with social scoring: Capture key social media activity and conversations to discover prime opportunities for engagement using Hootsuite. Use social data to search social media users against existing prospects. Gain deeper insight into buyers: Enrich lead data with social media insights to engage in more meaningful conversations with customers and prospects. Use Hootsuite to update lead records with social profiles, messages, and conversation data that provides deeper context and helps progress leads through the funnel. This guide will help you setup and start using the Marketo integration within your Hootsuite dashboard. Note: In order to use the Marketo app in Hootsuite, you must have an existing Marketo account as well as a Hootsuite Enterprise account. If you have questions about this process along the way please feel free to send an to 1

2 Adding the Marketo app to your Hootsuite Dashboard 1. Log into your Hootsuite account. 2. Visit the App Directory in the Hootsuite dashboard, located on the navigation bar left-hand side of the Hootsuite dashboard. 3. In the App Directory popup, search for the Marketo app. 2

3 4. Click on the Install button for the Marketo app. 5. A new dialog will popup showing the Marketo app and associated plugins have been successfully installed to your Hootsuite dashboard. Click Finish to complete the installation process. 3

4 Connecting your Marketo account There are two access points for the Marketo app, as described and illustrated below. The first time you access the Marketo app from one of these access points, you will need to authenticate your Marketo account (see step 2 below for authentication details). Access Point 1 - Social Profile Avatar Dropdown Click a social profile avatar (Twitter and Facebook supported) in a Hootsuite stream, and click the Marketo Lead option in the dropdown menu. Access Point 2 - Social Message Dropdown Click the dropdown arrow right-hand side of a social message (Twitter and Facebook supported) in a Hootsuite stream, and click the Log Marketo Activity option in the dropdown menu. 4

5 There are 3 simple steps to be completed to successfully authenticate your Marketo account, as described and illustrated below: 1. Select whether you are or are not an existing Marketo customer. If not an existing Marketo customer please contact for more information. 2. Create a custom service in your Marketo account. More information on creating a custom service can be found here rest/custom-service/ or contact marketo.com for assistance getting your custom service setup. 5

6 3. Once your custom service is created in Marketo, you must enter the following information to successfully connect (this is a one-time setup step): Client ID, Client Secret, Munchkin ID. Once this information is entered, click Submit. You are now set to begin using the Marketo app in Hootsuite! Using the Marketo Integration As outlined above, there are two access points for the Marketo integration. These access points allow you to: 1. Create New Leads in Marketo (accessed via Marketo Lead access point as outlined above). New Leads can be created in Marketo from social profile data for Twitter or Facebook profiles. You can also search your Marketo Lead database to see a list of matching Leads for a particular social profile - the app queries the Marketo Lead database for leads that contain a matching social network ID. The screenshot below illustrates the creation of a New Lead in your Marketo Lead database. After clicking Add, the new Lead will successfully be added to your Marketo Lead database. If no matching Lead records are found, the application will allow you to create a new Lead record in Marketo using the social profile data in Hootsuite. If matching Lead records are found, the application will allow you to select the Lead you would like to view details for, and will also allow you to update certain information for that Lead record, based on social profile data in Hootsuite. 6

7 2. Log Social Messages as Social Activities in Marketo (accessed via Log Marketo Activity access point as outlined above). Social messages can be logged as Social Activities to Lead records in Marketo from Twitter and Facebook streams in Hootsuite. Again, the app will query your Marketo Lead database for any matching records (based on social network ID), and display matching Lead records in the Hootsuite dashboard that a social message can be logged to. The screenshot below illustrates Logging a Social Message as a Social Activity to a Marketo Lead record. After clicking Log Activity, the social message will successfully be added as a Social Activity to the Lead record in your Marketo database. NOTE: the Marketo app also allows you to simultaneously create a New Lead record in Marketo and log a social message as a Social Activity as illustrated below. This assumes no matching Lead records were found during the Marketo database query. Feedback and Support We love feedback and of course want to provide support for any issues you may experience with the Marketo app in Hootsuite. You can log feedback and ideas for the Marketo app through our Feedback Forum: For any issues you may experience with the Marketo app please visit our Help Desk: Enjoy! 7

Direct Connect for Marketo. Your Guide to CallRail s integration with Marketo

Direct Connect for Marketo. Your Guide to CallRail s integration with Marketo Direct Connect for Marketo Your Guide to CallRail s integration with Marketo Contents What is CallRail? 3 What does CallRail s Direct Connect with Marketo provide? 3 What you need to get started with the

More information

KEVY INTEGRATIONS EXACTTARGET AND CRM

KEVY INTEGRATIONS EXACTTARGET AND CRM KEVY INTEGRATIONS EXACTTARGET AND CRM BEST PRACTICES INTEGRATING EXACTTARGET AND CRM Kevy s Cloud Connectors allow you to seamlessly sync your ExactTarget data with your CRM information without writing

More information

Help Desk User Manual (Version 1.0)

Help Desk User Manual (Version 1.0) Help Desk User Manual (Version 1.0) Table of Contents Accessing Infinity Technologies Help Desk Portal... 2 Logging into Infinity Technologies Help Desk Portal for the First Time... 3 Resetting Your Password...

More information

EPB Managed Wi-Fi Creating Social Media Apps with AirTight Guest Manager

EPB Managed Wi-Fi Creating Social Media Apps with AirTight Guest Manager EPB Managed Wi-Fi Creating Social Media Apps with AirTight Guest Manager EPB s Managed Wi-Fi solution allows you to create social media integration with your new guest manager. This functionality allows

More information

Ariba Discovery Service. Quick Start Guide for Sellers

Ariba Discovery Service. Quick Start Guide for Sellers Ariba Discovery Service Quick Start Guide for Sellers TABLE OF CONTENTS 2 Getting Started 3 Enhance Your Profile 4 Respond to RFI/RFQ Postings 4 Select an Appropriate Posting 5 Submit Your Response 6 View

More information

T Analyst User Guide 1

T Analyst User Guide 1 T Analyst User Guide 1 Contents Contents...2 Getting Started...3 Navigation...4 Logging Out of T Analyst...4 View bills...4 Bill columns and definitions...4 Viewing a PDF bill...5 Comparing bills...5 Requesting

More information

SOCIALMEDIABOX SETUP GUIDE

SOCIALMEDIABOX SETUP GUIDE SOCIALMEDIABOX SETUP GUIDE (Version: 1.3, January 2016) This guide explains how to configure your social media accounts for use with SocialMediaBox v 2.0.0.0 Legal notice The information in this manual

More information

How to install and use the File Sharing Outlook Plugin

How to install and use the File Sharing Outlook Plugin How to install and use the File Sharing Outlook Plugin Thank you for purchasing Green House Data File Sharing. This guide will show you how to install and configure the Outlook Plugin on your desktop.

More information

Easy Social Media Management with Hootsuite

Easy Social Media Management with Hootsuite Easy Social Media Management with Hootsuite Hootsuite is the largest social media integration and management platform on the Internet. It has sent over 700 million messages to date and has over 3 million

More information

Serious Marketing. Simply Executed. MOBILE READY WEBSITES WITH MINDBODY INTEGRATION

Serious Marketing. Simply Executed. MOBILE READY WEBSITES WITH MINDBODY INTEGRATION Serious Marketing. Simply Executed. MOBILE READY WEBSITES WITH MINDBODY INTEGRATION Serious Marketing. Simply Executed. MOBILE READY WEBSITES WITH MINDBODY INTEGRATION Hey, SMS. How are you? Serious Marketing.

More information

InsideView Lead Enrich Setup Guide for Marketo

InsideView Lead Enrich Setup Guide for Marketo InsideView Lead Enrich Setup Guide for Marketo ... 1 Step 1: Sign up for InsideView for Marketing... 1 Step 2: Create Custom Fields... 3 Step 3: Create a Webhook for InsideView for Marketing... 5 Step

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

U of S Course Tools. Copying a Development/Test Course into a Live Course in the U of S Course Tools For Instructors

U of S Course Tools. Copying a Development/Test Course into a Live Course in the U of S Course Tools For Instructors U of S Course Tools Copying a Development/Test Course into a Live Course in the U of S Course Tools For Instructors June 2014 U of S Course Tools Background STEP All courses at the U of S are available

More information

// table of contents //

// table of contents // // A Guide to the Talkdesk and LiveChat Integration // table of contents // 01 // Overview & Advantages of the Talkdesk and LiveChat Integration // 04 02 // 4 Ways to Use the Talkdesk and LiveChat Integration

More information

Business Digital Voice My Features My Numbers

Business Digital Voice My Features My Numbers My Numbers allows individual users to manage their personal phone directory, speed dial, and access enterprise phone numbers. This is also where the user will input alternate telephone number(s) for call

More information

And be taken to the Update My Information page (See Updating your My Information on page 2)

And be taken to the Update My Information page (See Updating your My Information on page 2) AUTHOR LOGIN AND UPDATING MY INFORMATION Please do not print this document as it is subject to continuous revision. The latest version will always be available here: Please submit any feedback to John.Day@rcni.com

More information

Social Application Guide

Social Application Guide Social Application Guide Version 2.2.0 Mar 2015 This document is intent to use for our following Magento Extensions Or any other cases it might help. Copyright 2015 LitExtension.com. All Rights Reserved

More information

Process Document Campus Community: Create Communication Template. Document Generation Date 7/8/2009 Last Changed by Status

Process Document Campus Community: Create Communication Template. Document Generation Date 7/8/2009 Last Changed by Status Document Generation Date 7/8/2009 Last Changed by Status Final System Office Create Communication Template Concept If you frequently send the same Message Center communication to selected students, you

More information

Redtail Integration. Establishing the Redtail Connection. 1. From the Applications dropdown, choose Setup.

Redtail Integration. Establishing the Redtail Connection. 1. From the Applications dropdown, choose Setup. In this user guide, we will demonstrate how to integrate your Redtail service into the emoney platform. This will allow the Advisor to import and link clients currently in Redtail into emoney. Establishing

More information

And be taken to the Update My Information page (See Updating your My Information on page 2)

And be taken to the Update My Information page (See Updating your My Information on page 2) REVIEWER LOGIN AND UPDATING MY INFORMATION Please do not print this document as it is subject to continuous revision. The latest version will always be available here: http://rcnpublishing.com/userimages/contenteditor/1378985279637/reviewer-login-and-updating-

More information

See how social media listening and engagement can help your business

See how social media listening and engagement can help your business See how social media listening and engagement can help your business In a socially connected world, engagement with your customers can happen anywhere or anytime. Microsoft Social Engagement puts powerful

More information

Serious Marketing. Simply Executed.

Serious Marketing. Simply Executed. Serious Marketing. Simply Executed. MOBILE READY WEBSITES WITH MINDBODY INTEGRATION What Can Aurora Do For You? A lot. We've built everything you need into a single, well-oiled content marketing machine.

More information

Guidelines for Creating Reports

Guidelines for Creating Reports Guidelines for Creating Reports Contents Exercise 1: Custom Reporting - Ad hoc Reports... 1 Exercise 2: Custom Reporting - Ad Hoc Queries... 5 Exercise 3: Section Status Report.... 8 Exercise 1: Custom

More information

ServSafe California Food Handler: View Scores and Print Certificate of Achievement

ServSafe California Food Handler: View Scores and Print Certificate of Achievement ServSafe California Food Handler: View Scores and Print Certificate of Achievement To print your certificate of achievement or view your score, begin from www.servsafe.com/foodhandler and log in. 1. To

More information

Aerie Help Desk App. User Guide. Aerie Consulting, LLC 110 West Canal Street Winooski, VT 05404. September 14, 2015 Version 1.0.1

Aerie Help Desk App. User Guide. Aerie Consulting, LLC 110 West Canal Street Winooski, VT 05404. September 14, 2015 Version 1.0.1 Aerie Help Desk App User Guide Aerie Consulting, LLC 110 West Canal Street Winooski, VT 05404 September 14, 2015 Version 1.0.1 Table of Contents Introduction... 3 Scope & Purpose... 3 Process Overview...

More information

Getting Started Guide - Desktop

Getting Started Guide - Desktop Getting Started Guide - Desktop 1. Sign Up PERSONAL OPENTEXT CORE ACCOUNT To get started sharing and collaborating on your files from a Mac or Windows browser, you ll need to sign up for your OpenText

More information

Charge Card Administration. Accessing the Travel Card Cardholder Training in the Learning Management System (LMS)

Charge Card Administration. Accessing the Travel Card Cardholder Training in the Learning Management System (LMS) Accessing the Travel Card Cardholder Training in the Learning Management System (LMS) Purpose: Source: This procedure instructs the user how to access the Travel Card Cardholder Training available in the

More information

EFORMS MANUAL FOR SHAREPOINT ONLINE

EFORMS MANUAL FOR SHAREPOINT ONLINE EFORMS MANUAL FOR SHAREPOINT ONLINE www.norbrik.com TABLE OF CONTENTS Preface... 2 eforms for SharePoint... 2 Installation and configuration... 2 Pre-Requisites... 2 Installation... 2 Assign License...

More information

Introduction to K12 s Online High School

Introduction to K12 s Online High School Introduction to K12 s Online High School Introduction to the Online High School... 4 Logging In... 4 The Student Dashboard... 6 Class Connect... 7 My Account... 7 To Edit Basic Account Information... 7

More information

Performance and Contract Management System Data Submission Guide

Performance and Contract Management System Data Submission Guide This guide is a review of how to submit data into the Performance and Contract Management System (PCMS). Contents Logging in... 2 Performance Reporting - Accessing Contract Deliverables... 2 Deliverable

More information

Builder 2.0 Guide and Walkthrough

Builder 2.0 Guide and Walkthrough Builder 2.0 Guide and Walkthrough Getting Started Get started with Builder 2.0 by logging in to the application via your Facebook. Once you have logged into the application, the main dashboard will appear.

More information

Software Development Environment. Installation Guide

Software Development Environment. Installation Guide Software Development Environment Installation Guide Software Installation Guide This step-by-step guide is meant to help teachers and students set up the necessary software development environment. By

More information

webcrm App for HootSuite User Guide

webcrm App for HootSuite User Guide webcrm App for HootSuite User Guide 07 December 2014 Contents General... 3 Install the webcrm App on HootSuite... 4 Configure webcrm HootSuite Integration in webcrm... 6 Add Custom Attributes... 6 Map

More information

SPS ELECTRONIC HELP DESK Navigational Manual

SPS ELECTRONIC HELP DESK Navigational Manual SPS ELECTRONIC HELP DESK Navigational Manual To Navigate to the SPS Electronic Help Desk, please do the following: 1. Logon to Netscape. The MDE Home page will display. 2. Click MDE Directory Link (located

More information

WHITE PAPER Social Media In Technology. A Unified Strategy for Success

WHITE PAPER Social Media In Technology. A Unified Strategy for Success WHITE PAPER Social Media In Technology A Unified Strategy for Success Social Media In Technology A Unified Strategy for Success Technology companies pride themselves on being early adopters of the newest

More information

Acunetix Web Vulnerability Scanner. Getting Started. By Acunetix Ltd.

Acunetix Web Vulnerability Scanner. Getting Started. By Acunetix Ltd. Acunetix Web Vulnerability Scanner Getting Started V8 By Acunetix Ltd. 1 Starting a Scan The Scan Wizard allows you to quickly set-up an automated scan of your website. An automated scan provides a comprehensive

More information

1. Open up your Internet browser and go to https://hootsuite.com

1. Open up your Internet browser and go to https://hootsuite.com HootSuite Tutorial HootSuite is an excellent social media management website. Through HootSuite you can track things like when your Twitter account (called a handle ) is mentioned by another Twitter user,

More information

Resident Experience. ResidentPay - Resident Experience 1

Resident Experience. ResidentPay - Resident Experience 1 Resident Experience To pay rent online, you need to first enroll in ResidentPortal. You can navigate to the ResidentPortal from the property s website. The link to ResidentPortal is most commonly displayed

More information

CITY OF RALEIGH ONLINE TRAINING STUDENT S HANDBOOK

CITY OF RALEIGH ONLINE TRAINING STUDENT S HANDBOOK CITY OF RALEIGH ONLINE TRAINING STUDENT S HANDBOOK CITY OF RALEIGH INFORMATION TECHNOLOGY DEPARTMENT 222 W. HARGETT STREET RALEIGH, NC 27601 WEBSITE: WWW.RALEIGHNC.GOV CUSTOMER SUPPORT CENTER 919.996.6000

More information

myschoolbucks Parents Getting Started Guide

myschoolbucks Parents Getting Started Guide myschoolbucks Parents Getting Started Guide Copyright 2012 Heartland School Solutions. myschoolbucks Login Screen Congratulations! Your school district now offers myschoolbucks, a convenient and secure

More information

NCAA Single-Source Sign-On System User Guide

NCAA Single-Source Sign-On System User Guide NCAA Single-Source Sign-On System Table of Contents General Description... 1 Glossary of Terms... 1 Common Features Log In... 2 Password... 3 Log Out... 4 Tabs... 4 Buttons and Links... 4 Management and

More information

Netmail Search for Outlook 2010

Netmail Search for Outlook 2010 Netmail Search for Outlook 2010 Quick Reference Guide Netmail Search is an easy-to-use web-based electronic discovery tool that allows you to easily search, sort, retrieve, view, and manage your archived

More information

Video Conference Scheduler. Basic User Instruction Set. Version 1.0

Video Conference Scheduler. Basic User Instruction Set. Version 1.0 Video Conference Scheduler Basic User Instruction Set Version 1.0 Table of Contents Log on to Renovo Video Scheduler...3 My Calendar...4 Scheduling Point-to-Point calls.. 5 AdHoc Conference. 5 New Reservation....7

More information

ANYWHERE POLLING - POLLING WITH A QUESTION LIST

ANYWHERE POLLING - POLLING WITH A QUESTION LIST Anywhere Polling - Polling with a Question List 1 ANYWHERE POLLING - POLLING WITH A QUESTION LIST Before Class This section covers question lists and participant lists. Question lists and participant lists

More information

USER GUIDE. 2013 VMware, Inc. Web: socialcast.com Twitter: @socialcast

USER GUIDE. 2013 VMware, Inc. Web: socialcast.com Twitter: @socialcast 2013 VMware, Inc. Web: socialcast.com Twitter: @socialcast Table of Contents GET STARTED 1 Edit Your Profile 1 Select Notifications Preferences 2 Change Your Password 2 Invite Others to Your Community

More information

Integrating LANGuardian with Active Directory

Integrating LANGuardian with Active Directory Integrating LANGuardian with Active Directory 01 February 2012 This document describes how to integrate LANGuardian with Microsoft Windows Server and Active Directory. Overview With the optional Identity

More information

www.store.belvg.com skype ID: store.belvg email: store@belvg.com US phone number: +1-424-253-0801

www.store.belvg.com skype ID: store.belvg email: store@belvg.com US phone number: +1-424-253-0801 www.store.belvg.com skype ID: store.belvg email: store@belvg.com US phone number: +1-424-253-0801 1 Table of Contents User Guide Table of Contents 1. Introduction to Facebook Connect and Like Free... 3

More information

Outlook Web App. in Office 365. The Outlook Window. Signing In. (Outlook Exchange Faculty & Staff) Getting Started

Outlook Web App. in Office 365. The Outlook Window. Signing In. (Outlook Exchange Faculty & Staff) Getting Started Outlook Web App in Office 365 (Outlook Exchange Faculty & Staff) Getting Started The Outlook Window Navigation Bar Settings Navigation Pane View Pane Reading Pane Navigation Bar switch between Outlook,

More information

Five Guys. Case Study: How Five Guys empowers over 1,200 franchisees on social with Hootsuite

Five Guys. Case Study: How Five Guys empowers over 1,200 franchisees on social with Hootsuite Case Study: Five Guys How Five Guys empowers over 1,200 franchisees on social with Hootsuite In 1986, Five Guys opened its first location in Arlington, Virginia as a familyrun restaurant named after, you

More information

Contents. Business Solutions. Page

Contents. Business Solutions. Page C 2012 Contents Page Premium User Toolbar Assistant... 2 First Time Login... 4 Login Button... 4 Subsequent Use... 5 Dial Number... 6 Redial Number... 6 Dial from Contacts (Outlook Edition)... 6 Dialing

More information

Using SSH Secure FTP Client INFORMATION TECHNOLOGY SERVICES California State University, Los Angeles Version 2.0 Fall 2008.

Using SSH Secure FTP Client INFORMATION TECHNOLOGY SERVICES California State University, Los Angeles Version 2.0 Fall 2008. Using SSH Secure FTP Client INFORMATION TECHNOLOGY SERVICES California State University, Los Angeles Version 2.0 Fall 2008 Contents Starting SSH Secure FTP Client... 2 Exploring SSH Secure FTP Client...

More information

Multi-Factor Authentication Job Aide

Multi-Factor Authentication Job Aide To start your account configuration and begin using Multi-Factor Authentication, log in to the CCHMC Multi-Factor Authentication User Portal at https://mfa.cchmc.org/multifactorauth. For assistance, please

More information

To view your team, including your universal profile, please complete the following steps: Result: Your universal bio page will display.

To view your team, including your universal profile, please complete the following steps: Result: Your universal bio page will display. Overview The Milwaukee County Training and Development Center is the new cloud-based Learning Management System (LMS) for Milwaukee County. The LMS will allow you to track your or your direct reports training,

More information

Product Overview & Quick Start Guide

Product Overview & Quick Start Guide Product Overview & Quick Start Guide Table of Contents Sage CloudCall Plugin Overview 1 Company Overview 1 Product Overview 1 How to order CloudCall Click 2 Sage CloudCall - Administration Guide 3 Installation

More information

Sage Accountants Business Cloud Triggered Email Guide

Sage Accountants Business Cloud Triggered Email Guide Sage Accountants Business Cloud Triggered Email Guide VERSION 1.0 September 2013 Contents Triggered campaigns 3 Setting a campaign as triggered 3 Creating the contact data fields 5 Creating triggers 6

More information

Screening Applicants in OneSite The Preiss Company

Screening Applicants in OneSite The Preiss Company Screening Applicants in OneSite The Preiss Company Screening is one of the most important aspects of the Leasing process. OneSite allows us to consolidate all of screening activities within the OneSite

More information

Configuring the CounterPath X-Lite SIP Softphone

Configuring the CounterPath X-Lite SIP Softphone NetVanta Unified Communications Technical Note Configuring the CounterPath X-Lite SIP Softphone Introduction CounterPath X-Lite is a free Session Initiation Protocol (SIP)-based softphone that is interoperable

More information

DESKTOP CLIENT CONFIGURATION GUIDE BUSINESS EMAIL

DESKTOP CLIENT CONFIGURATION GUIDE BUSINESS EMAIL DESKTOP CLIENT CONFIGURATION GUIDE BUSINESS EMAIL Version 2.0 Updated: March 2011 Contents 1. Mac Email Clients... 3 1.1 Configuring Microsoft Outlook 2011... 3 1.2 Configuring Entourage 2008... 4 1.3.

More information

User Guide. Making EasyBlog Your Perfect Blogging Tool

User Guide. Making EasyBlog Your Perfect Blogging Tool User Guide Making EasyBlog Your Perfect Blogging Tool Table of Contents CHAPTER 1: INSTALLING EASYBLOG 3 1. INSTALL EASYBLOG FROM JOOMLA. 3 2. INSTALL EASYBLOG FROM DIRECTORY. 4 CHAPTER 2: CREATING MENU

More information

Using the ELMS Management Tool (EMT) to Create Independent Study Spaces in ELMS Canvas

Using the ELMS Management Tool (EMT) to Create Independent Study Spaces in ELMS Canvas Using the ELMS Management Tool (EMT) to Create Independent Study Spaces in ELMS Canvas Beginning Summer I, 2014, Independent Study courses will no longer be automatically generated in ELMS Canvas. However,

More information

SYNTHESIO PRODUCT GUIDE THE EXPERIENCE RELEASE

SYNTHESIO PRODUCT GUIDE THE EXPERIENCE RELEASE OVERVIEW This guide details new features introduced in the October Experience Release, unveiled to current customers on October 15th, 2014 and the general public on October 30th, 2014. This release introduces

More information

Queen s University Information Services Online Helpdesk User Guide. Contents. Page 1 of 12

Queen s University Information Services Online Helpdesk User Guide. Contents. Page 1 of 12 Queen s University Information Services Online Helpdesk User Guide Contents 1. View Your Call History 2. View Details of a Particular Call 3. Add a Note to a Call 4. Read a Note 5. Search a Knowledge Base

More information

3dCart Shopping Cart Software V3.X Affiliate Program Guide

3dCart Shopping Cart Software V3.X Affiliate Program Guide INTRODUCTION 2 SETUP THE AFFILIATE MENU LINK 2 UPLOAD BANNERS 4 ENABLE THE AFFILIATE PROGRAM 6 REGISTRATION PROCESS 7 APPROVE AFFILIATES 11 MANAGE ORDERS 12 MANAGE COMMISSION PAYOUTS 13 END YOU VE REACHED

More information

Australian JobSearch Employment Services Industry Jobs Board Job Seeker User Guide. June 2015

Australian JobSearch Employment Services Industry Jobs Board Job Seeker User Guide. June 2015 I Australian JobSearch Employment Services Industry Jobs Board Job Seeker User Guide June 2015 Contents 1.EMPLOYMENT SERVICES INDUSTRY JOBS BOARD 3 1.1 OVERVIEW 3 1.2 ACCESSING THE EMPLOYMENT SERVICES

More information

Insights for Microsoft Dynamics CRM Online User s Guide December 2014

Insights for Microsoft Dynamics CRM Online User s Guide December 2014 Insights for Microsoft Dynamics CRM Online User s Guide December 2014 Copyright This document is provided "as-is". Information and views expressed in this document, including URL and other Internet Web

More information

User Guide. Dynamic Assessment and Progress Monitoring Tool

User Guide. Dynamic Assessment and Progress Monitoring Tool User Guide Dynamic Assessment and Progress Monitoring Tool Updated September 19, 2014 Table of Contents Topic Page System Overview... 3 Dashboard and Tiles... 4 Dashboard Overview... 4 Available Tiles...

More information

INSTALLATION GUIDE. Installing PhoneBurner for Salesforce. PhoneBurner for Salesforce

INSTALLATION GUIDE. Installing PhoneBurner for Salesforce. PhoneBurner for Salesforce PhoneBurner for Salesforce INSTALLATION GUIDE! Installing PhoneBurner for Salesforce PhoneBurner s power dialer dramatically boosts live client interactions and overall productivity by 447%. PhoneBurner

More information

SOLGARI CLOUD BUSINESS COMMUNICATION SERVICES CLOUD CONTACT CENTRE MICROSOFT DYNAMICS INTEGRATION

SOLGARI CLOUD BUSINESS COMMUNICATION SERVICES CLOUD CONTACT CENTRE MICROSOFT DYNAMICS INTEGRATION SOLGARI CLOUD BUSINESS COMMUNICATION SERVICES CLOUD CONTACT CENTRE MICROSOFT DYNAMICS INTEGRATION APRIL 2015 Microsoft Dynamics CRM Integration The Solgari CRM Integration module provides out of the box

More information

MicroStrategy Quick Guide: Reconciliation Expense Report. Contents

MicroStrategy Quick Guide: Reconciliation Expense Report. Contents MicroStrategy Quick Guide: Reconciliation Expense Report Contents Log In, Navigate to Dashboard... 2 Review Budget in Dashboard... 4 Re-Prompt Dashboard... 4 Export Summary Budget to Excel... 5 Open Reconciliation

More information

Quick Start Guide. Highly customizable automated trading Automate your trades according to rules and models you create.

Quick Start Guide. Highly customizable automated trading Automate your trades according to rules and models you create. POWER E*TRADE PRO EXCEL MANAGER Quick Start Guide We are pleased to announce the launch of Excel Manager, an exciting new feature in Power E*TRADE Pro that leverages the flexibility of Microsoft Excel

More information

Marketo. Case Study: Marketo uses Hootsuite to improve lead quality and maintain 93% customer satisfaction. Introduction: Breaking Down Business Silos

Marketo. Case Study: Marketo uses Hootsuite to improve lead quality and maintain 93% customer satisfaction. Introduction: Breaking Down Business Silos Case Study: Marketo Marketo uses Hootsuite to improve lead quality and maintain 93% customer satisfaction Marketo is a leading provider of cloud-based marketing software for building, sustaining and engaging

More information

MARKETO LEAD MANAGEMENT APP INSTALLATION AND SYNCHRONIZATION WITH SALESFORCE. Installation Guide Version 1.2

MARKETO LEAD MANAGEMENT APP INSTALLATION AND SYNCHRONIZATION WITH SALESFORCE. Installation Guide Version 1.2 MARKETO LEAD MANAGEMENT APP INSTALLATION AND SYNCHRONIZATION WITH SALESFORCE Installation Guide Version 1.2 CONTENTS INSTALLATION AND SYNCHRONIZATION OVERVIEW... 2 STEP 1: SET UP REQUIRED PERMISSIONS IN

More information

Online Statements. About this guide. Important information

Online Statements. About this guide. Important information Online Statements About this guide This guide shows you how to: View online statements, including CommBiz Activity Statements (Billing summaries) and online statements for Transaction Accounts, Credit

More information

Prospects Quick Start Guide 2013

Prospects Quick Start Guide 2013 Introduction...3 Minimum Requirements...4 How to Log In?...5 Configuring your Software...6 Importing Contacts...6 PDA Synchronization...7 Team Ready...8 Listings...9 Contacts...10 Calendar...12 Showings...14

More information

Assistant-Enterprise Toolbar Go to http://www.vc3.com/support/pages/voiceadvantage-guides.aspx to access the toolbar download.

Assistant-Enterprise Toolbar Go to http://www.vc3.com/support/pages/voiceadvantage-guides.aspx to access the toolbar download. Assistant-Enterprise Toolbar Go to http://www.vc3.com/support/pages/voiceadvantage-guides.aspx to access the toolbar download. Assistant Enterprise Toolbar in Internet Explorer: Assistant Enterprise Toolbar

More information

E-Mail Campaign Manager 2.0 for Sitecore CMS 6.6

E-Mail Campaign Manager 2.0 for Sitecore CMS 6.6 E-Mail Campaign Manager 2.0 Marketer's Guide Rev: 2014-06-11 E-Mail Campaign Manager 2.0 for Sitecore CMS 6.6 Marketer's Guide User guide for marketing analysts and business users Table of Contents Chapter

More information

ONcbx Feature Guide UC Desktop Client

ONcbx Feature Guide UC Desktop Client 1 Getting Started 1.1 Installation The Quick Start Guide contains the essential information for getting started with the Oxford Networks BroadTouch Business Communicator. Once you receive an email indicating

More information

Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal

Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal This Application Note provides instructions for configuring Apps settings on the Cisco OnPlus Portal and Autotask application settings

More information

Online eopf Self-service Feature for Login ID and Password Retrieval for New Users

Online eopf Self-service Feature for Login ID and Password Retrieval for New Users For Employees Online eopf Self-service Feature for Login ID and Password Retrieval for New Users eopf provides web-based access for Federal personnel to view and print employment documents. Employees are

More information

Creating a New Excel Survey

Creating a New Excel Survey The purpose of this guide is to give you an overview of the Microsoft Office 365 Excel web application. Creating a New Excel Survey Log in to Office 365 using your student ID and password in the usual

More information

The 2015 Leapfrog Hospital Survey Online Tool Quick Start Guide

The 2015 Leapfrog Hospital Survey Online Tool Quick Start Guide The 2015 Leapfrog Hospital Survey Online Tool Quick Start Guide This guide is designed to help you navigate the online survey tool available on the Leapfrog Hospital Survey website at www.leapfroghospitalsurvey.org.

More information

SOI Directory (State of Illinois Telephone Directory Application)

SOI Directory (State of Illinois Telephone Directory Application) SOI Directory (State of Illinois Telephone Directory Application) Implemented 08-01-08 Each state agency, board, commission, and university must maintain its "People Records" and "Business Listings" in

More information

CONSUMER PORTAL QUICKSTART GUIDE: HSA

CONSUMER PORTAL QUICKSTART GUIDE: HSA CONSUMER PORTAL QUICKSTART GUIDE: HSA Welcome to your Benefit Strategies Consumer Portal. This one-stop portal gives you 24/7 access to view information and manage your Health Savings Account. Our one-stop

More information

Single Sign-on Frequently Asked Questions

Single Sign-on Frequently Asked Questions Single Sign-on Frequently Asked Questions Q1. What is Single Sign-on? Q2. How does SSO work? Q3. How do I access the SSO portal? Q4. Where can I find help on how to use the SSO portal? Q5. How do I reset

More information

Site Administrator Guide

Site Administrator Guide Site Administrator Guide Trademark Notice Blackboard, the Blackboard logos, and the unique trade dress of Blackboard are the trademarks, service marks, trade dress and logos of Blackboard, Inc. All other

More information

Installing. Google Analytics. On Your WordPress Website. A Comprehensive How-To. For Business Owners. To Better Inform Your SEO and Marketing Strategy

Installing. Google Analytics. On Your WordPress Website. A Comprehensive How-To. For Business Owners. To Better Inform Your SEO and Marketing Strategy 1 Installing Google Analytics On Your WordPress Website A Comprehensive How-To For Business Owners To Better Inform Your SEO and Marketing Strategy this complimentary offering from Mongo LLC SEO Analysis,

More information

High Impact email & Alpha Five: A Mail Merge Guide.

High Impact email & Alpha Five: A Mail Merge Guide. High Impact email & Alpha Five: A Mail Merge Guide. Performing a Mail Merge that utilizes your Alpha Five database takes just a few moments and allows you to easily send HTML messages to your contacts.

More information

Support Desk Help Manual. v 1, May 2014

Support Desk Help Manual. v 1, May 2014 Support Desk Help Manual v 1, May 2014 Table of Contents When do I create a ticket in DataRPM?... 3 How do I decide the Priority of the bug I am logging in?... 3 How do I Create a Ticket?... 3 How do I

More information

This manual will illustrate how to integrate your WordPress Blog or website with the Docebo Learning Management System.

This manual will illustrate how to integrate your WordPress Blog or website with the Docebo Learning Management System. This manual will illustrate how to integrate your WordPress Blog or website with the Docebo Learning Management System. Direct Log in: The Docebo LMS offers a login box that can be added to you WordPress

More information

Sophos Mobile Control Startup guide. Product version: 3.5

Sophos Mobile Control Startup guide. Product version: 3.5 Sophos Mobile Control Startup guide Product version: 3.5 Document date: July 2013 Contents 1 About this guide...3 2 What are the key steps?...5 3 Log in as a super administrator...6 4 Activate Sophos Mobile

More information

Web Manual: Email October 2015

Web Manual: Email October 2015 Table of Contents Getting Started... 3 How to change your password... 3 How to Access Division Email... 4 Outlook Web App (Webmail)... 4 iphone... 4 Android... 4 Blackberry... 4 Outlook Anywhere (MS Outlook)

More information

Cox Managed CPE Services. RADIUS Authentication for AnyConnect VPN Version 1.3 [Draft]

Cox Managed CPE Services. RADIUS Authentication for AnyConnect VPN Version 1.3 [Draft] Cox Managed CPE Services RADIUS Authentication for AnyConnect VPN Version 1.3 [Draft] September, 2015 2015 by Cox Communications. All rights reserved. No part of this document may be reproduced or transmitted

More information

www.shopmainstreet.com 855-733-SHOP (7467) help@shopmainstreet.com

www.shopmainstreet.com 855-733-SHOP (7467) help@shopmainstreet.com www.shopmainstreet.com 855-733-SHOP (7467) help@shopmainstreet.com TABLE OF CONTENTS Getting Started...3 Business Address & Categories.......... 4 Payment Method...6 Merchant Profile...7 Everyday Offers...9

More information

Synchronize with Salesforce

Synchronize with Salesforce Synchronize with Salesforce What is it? Salesforce is an industry leading SaaS business tool used by many companies. It's a great tool to use in combination with JangoMail--to provide the list data for

More information

Getting Started with WebEx Access Anywhere

Getting Started with WebEx Access Anywhere Getting Started with WebEx Access Anywhere This guide provides basic instructions to help you start using WebEx Access Anywhere quickly. This guide assumes that you have a user account on your meeting

More information

How to Integrate Salesforce with Your Constant Contact Account FOR ENTERPRISE & UNLIMITED EDITIONS

How to Integrate Salesforce with Your Constant Contact Account FOR ENTERPRISE & UNLIMITED EDITIONS HOW-TO GUIDE EMAIL MARKE TING How to Integrate Salesforce with Your Constant Contact Account FOR ENTERPRISE & UNLIMITED EDITIONS INSIGHT PROVIDED BY www.constantcontact.com 1-866-876-8464 This guide is

More information

A quick guide to... Using Email Analytics

A quick guide to... Using Email Analytics A quick guide to... Using Email Analytics In this guide... Learn how to use GetResponse All-Seeing Email Intelligence to evaluate campaign performance and uncover hidden revenue opportunities. Table of

More information

Genesee Intermediate School District Technology & Media Services 2413 West Maple Avenue Flint, Michigan 48507. GenNET Self-Service Helpdesk Tipsheet

Genesee Intermediate School District Technology & Media Services 2413 West Maple Avenue Flint, Michigan 48507. GenNET Self-Service Helpdesk Tipsheet Genesee Intermediate School District Technology & Media Services 2413 West Maple Avenue Flint, Michigan 48507 GenNET Self-Service Helpdesk Tipsheet The GenNET Self-Service Help Desk is an innovative, web-based

More information

Nationwide Marketing Storefront Guide

Nationwide Marketing Storefront Guide Nationwide Marketing Storefront Guide Table of Contents I. Introduction... 2 Marketing Storefront Overview... 2 Benefits of Marketing Storefront... 2 Features of Marketing Storefront... 2 Accessing Marketing

More information

SalesPad for Dynamics GP Dashboard Designer and Viewer

SalesPad for Dynamics GP Dashboard Designer and Viewer SalesPad for Dynamics GP Dashboard Designer and Viewer A software product created by SalesPad Solutions, LLC. Copyright 2004-2012. www.salespad.net Overview Dashboard Viewer provides a module where users

More information