Overview

This basic guide to the Vuture Emails module with Salesforce OnePlace is intended as a memory jogger for users and is to be reviewed following a training session.

 

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 this feature or process.

 

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Getting started

• Logging into the platform
• Home Screen Navigation Landing Page
  • Views
  • Containers
  • My Settings

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Creating an Email Campaign

• Using a template to create an email campaign
• Campaign Structure
  • Campaign Summary
    • Campaign Details
    • Email Lists
    • Campaign Variables
  • Compose Email folder
  • Landing Pages Folder
  • Uploads Folder

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Editing a Campaign

• Snippets and Layouts
  • Editing Layouts
  • Publishing Pages
    • To view all versions
    • Rollback to a previous version
    • Comparing versions
  • Editing Text
  • Uploading files (PDFs and Office files)
    • Creating a new folder for uploads
  • Inserting Hyperlinks
    • Creating a text link to an uploaded file
    • Creating an image link to an uploaded file

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Image Library and Graphics

• Global and container libraries
• Uploading images
• Search filter and sort
• Delete images
• Replace images
• Rename images
• Move or Copy images
• Tagging images and setting an expiry date
• Cropping and inserting images

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Landing Pages - Setting Up the RSVP Forms

• Editing Forms
  • Adding contact fields that sync with OnePlace
  • Adding a RSVP field
  • Add a hidden field
  • Removing fields from your form
  • Adding section breaks and instructional text to your form
  • Add a file upload button
  • Changing the words of a submit button
  • Field Settings
  • Form Settings

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Notification Emails

• Creating the notification emails
• Creating the notification in the RSVP Form Editor

 

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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 

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Testing processes for Emails

• Hyperlinks check
• Sent Test (recommended for newsletters)
• Send Sample (recommended for events)

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Sending emails

• Sending a Sample Email
  • Vuture Confirmation email
• Sent email report
  • Accessing Email Report
    • Summary tab
    • Recipient Activity tab
    • Links clicked
    • Undeliverables
    • Trends
• Sending a Live email
• Send More and Resend
• Creating follow up Emails using Filters

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