Quick Start
Logging in to emfluence from Salesforce
| # | Step | Action | Image |
|---|---|---|---|
| 1 | Open Application | Open the IOLITE emfluence app in the App Menu |  |
| 2 | Loging in to emfluence | Navigate to the “Marketing Platform” tab and log in with your emfluence credentials |  |
emfluence Groups in Salesforce
| # | Step | Action | Image |
|---|---|---|---|
| 1 | Open Application | Open the IOLITE emfluence app in the App Menu | |
| 2 | Navigate to Emfluence Group | Navigate to the Emfluence Groups Tab and select the group to review |  |
| 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. |  |
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 |  |
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 | |
