Introduction
This document provides an overview for any IT Team member who is interested in finding out more about Vuture and how the Vuture platform operates, and is supported, on your site.
Who or what is Vuture?
Vuture is a multi-channel marketing automation company, part of the Marigold Group of companies. It provides a SAAS platform to build and send out email marketing campaigns; create websites and secure microsites; build surveys; manage events and create print campaigns, depending on the choice of modules purchased by your firm. Integrated with your CRM, it tracks and records reader responses, click throughs and email opens, tracks web visits and measures engagement. It can add Activity Notes to your CRM to report on reader activity.
Who will be the primary users of the Vuture product?
Often, primarily members of the BD and Marketing teams will use the Vuture platform. Sometimes, HR teams and secretaries will also use it. The email module is primarily used to design, create and send marketing emails to your clients and contacts. It can also be used effectively for any internal emails where it is helpful to record responses – invitations to an all staff party, for example.
What are the Technical Requirements asked of the IT team during an implementation and integration?
Requirements for integration between Vuture and your CRM system (InterAction, ContactEase, Intapp OnePlace, Dynamics, Salesforce, Fibre and DealCloud) will vary. Typical IT Tasks (carried out during a project involving a dedicated Vuture Project Manager) to integrate with an on-premise CRM system would be:
CRM
- Open port 443 for incoming HTTPS traffic from the IP address of your Vuture instance
- Create NAT rule on your firewall to route the incoming HTTPS traffic from these IP addresses from the external interface of your firewall to the internal IP address of the CRM application server
- Set up a URL with a published DNS entry, pointing at the external IP address of your firewall
- Procure a valid SSL security certificate for Vuture to connect to your CRM Application Server
- Add the URL as a secure binding to IIS on your CRM Application server
- Create a CRM User for the purpose of integration
- Create a Windows Account setup on IIS on the Application server which Vuture connects to
- If you use reverse proxies and gateway solutions for added security, do not modify the incoming HTTPS requests and responses in any way
- If you are integrating to InterAction, you may have to increase the system thresholds for 3 parameters in the system configuration file
- maxResultCountCeiling
- maxDBResultThreshold
- inClauseThreshold
Email
- Configure a Custom Return Path domain for your marketing emails
- Add or update your SPF record to your sending domain, which indicates to receiving email servers that Vuture Mail servers are allowed to send email on your behalf
Requirements for Salesforce and OnePlace based CRM systems are:
- Create a CRM user that will be used for the Integration
- Configure Vuture to access data as a Connected App, with OAuth settings enabled
- Once integrated, we will create the Vuture specific objects required via an automated process.
What does the IT Department need to know to support Vuture?
We are a SAAS platform and no Vuture software or components are installed on your network. Your Vuture instance is your own dedicated web application that runs in the cloud and is hosted in our Azure data centres. The application is not multi-tenanted and each client gets their own separate application, database and file store with dedicated credentials and encryption.
The connection between Vuture and your CRM is a secure HTTPS link with requests always initiated from Vuture. Requests from Vuture to your CRM are TLS 1.2 at a minimum. We use 256 bit SSL certificates to provide bank-level security encrypting all data between the internet and the application servers and the authentication credentials are stored using salted SHA- 512, where the salt is random and 36 characters in length.
Additionally, sensitive data elements are encrypted in storage using strong cryptography with associated key-management processes and procedures. There is further information about this subject on our Knowledge Base.
Once installed and configured, Vuture’s support team and your Client Success Manager will provide your users with all the training and support they need in terms of accessing and using the platform.
Please Note: If you plan to update, upgrade or patch your CRM system or perform any maintenance on your CRM server environment where the system will be down and Vuture will lose connectivity, please inform the Vuture Support Desk and your Client Success Manager, as far in advance as possible, so we can provide the most appropriate level of assistance.
Who can the IT Department contact should they require assistance?
In the first instance, you should contact our Support Desk on: support@vutu.re
Or call:
UK: +44 (0)20 7928 6250
US: +1 646 569 9079
Australia: +61 (0) 2 821 60767
In addition, every Vuture client has an assigned Client Success Manager whose responsibility is to be the main point of contact between your firm and Vuture, to understand the way in which you use our product, and to ensure that you, our clients, are getting the best possible return on investment from the Vuture product. You can get the name of your firm’s Client Success Manager from Support.
Finally, our Support portal has a constantly growing number of self-help articles as well as being manned on a 24-hour basis (apart from national holidays). Third line support is available via the Tech Services team when first and second line support teams are not able to resolve your queries.
FAQs for the InterAction Integration
Q. What is the full path that Vuture are using today?
A. This is the InterAction URL in the Vx settings page
Q. What authentication is the service using today?
A. You can see this in the Vx InterAction settings page. It will likely have an IIS username/password (which is Windows based). Additionally it will have an InterAction username and password
Q. What protocol are you using?
A. HTTPS, TLS 1.2 only.
Q. How often is this service called?
A. The service is called very frequently and it can happen at any time. Examples are events like loading email lists and click tracking write backs.
Q. Have you a list of API calls being made for InterAction?
A. There is a Knowledge Base page here which lists the InterAction API calls made by Vuture to your InterAction Application Server Web Client.
