Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
emfluence_quick_start [2017/09/01 11:37] procore |
emfluence_quick_start [2017/09/05 07:53] (current) procore |
||
---|---|---|---|
Line 9: | Line 9: | ||
| 1 | Open Application |Open the IOLITE emfluence app in the App Menu|{{:menu_select.png?200|}}| | | 1 | Open Application |Open the IOLITE emfluence app in the App Menu|{{:menu_select.png?200|}}| | ||
| 2 | Navigate to Emfluence Group |Navigate to the Emfluence Groups Tab and select the group to review|{{:grpselect.jpg?200|}}| | | 2 | Navigate to Emfluence Group |Navigate to the Emfluence Groups Tab and select the group to review|{{:grpselect.jpg?200|}}| | ||
- | | 2 | Group View|The Emfluence Group Detail View will show details about the Group, including Name, Visibility, Auto Responder Details, and Members of the group.|{{:grpdetail.jpg?200|}}| | + | | 3 | Group View|The Emfluence Group Detail View will show details about the Group, including Name, Visibility, Auto Responder Details, and Members of the group.|{{:grpdetail.jpg?200|}}| |
- | TODO Contact and Lead | + | Contact and Lead Detail |
+ | ^ **#** ^ **Step** ^ **Action** ^ **Image** ^ | ||
+ | | 1 | Contact and Lead |Contact and Lead detail pages will have Emfluence Campaign Member and Emfluence Group Member related lists that detail the connection between the Contact or Lead and the Campaigns and Groups they are members of|{{:rellist.jpg?200|}}| | ||
- | TODO Group and Campaign | + | Group and Campaign |
+ | ^ **#** ^ **Step** ^ **Action** ^ **Image** ^ | ||
+ | | 1 | Group and Campaign |Groups and Campaigns are created in emfluence, and are synced to Salesforce.|| | ||
+ | | 2 | Group |A Group is a collection of Contacts and Leads. A Contact or a Lead can be in one or many Groups|| | ||
+ | | 3 | Campaign |A Campaign is a collections of communications sent to Groups. A campaign can contain one or many Groups|| |