InformationLegacy SourceVutureValidation StatusNot ValidatedTitleVuture Emails with SalesForce GuideURL Name360020555517-Vuture-Emails-with-SalesForce-GuideBodyOverviewThis basic guide to the Vuture Emails module with SalesForce is intended as a memory jogger for users and may need to be reviewed following training.Advanced options in the Email module and for SuperAdmin users are covered in additional articles in the Getting Started > Training section of the Help Desk.The contents section below is ordered sequentially for you to start at the top and work your way down. Each link will take you to a Help Desk article explaining a feature or process.Getting startedLogging into the platform Home Screen Navigation Landing PageViewsContainersMy Settings Creating an Email Campaign Using a template to create an email campaign Campaign Structure Campaign SummaryCampaign DetailsEmail ListsCampaign Variables Compose Email folderLanding Pages FolderUploads Folder Editing a Campaign Snippets and LayoutsEditing Layouts Publishing Pages To view all versions Rollback to a previous versionComparing versions Editing Text Uploading files (PDFs and Office files) Creating a new folder for uploads Inserting HyperlinksCreating a text link to an uploaded fileCreating an image link to an uploaded file Image Library and Graphics Global and container librariesUploading images Search filter and Sort Delete ImagesReplace Images Rename Images Move or Copy Images Tagging Images and setting an expiry date Cropping and Inserting Images Contacts module Uploading CSV lists Landing Pages - Setting up the RSVP forms Creating a form Editing forms Adding Contact fields that sync with SalesforceAdding a RSVP fieldAdding a new Salesforce data fieldAdd a hidden fieldRemoving fields from your formAdding section breaks and instructional text to your formAdd a file upload button Changing the word of a submit button Field settings Form settingsSetting up the Thank You landing pages Notification Emails About Notification emails Example - Contact me Alternate Example - Events To Create Personalised Notification Emails Creating the email Changing the metadata to a Notification Template Adding the Notification to the form Testing iCalendars Creating an iCalendar How to link to the iCalendar file Using Variables in iCalendar files Date and time settings for iCalendar files Managing the date and time in iCalendar files Testing processes for Emails Hyperlinks check Sent Test (recommended for newsletters) Send Sample (recommended for events) Sending emails Sending a Sample EmailVuture Confirmation email Sent email report Accessing Email ReportSummary tabRecipient Activity tabLinks clickedUndeliverablesTrends Sending a Live emailSend More and ResendCreating follow up Emails using FiltersCreating Filters
