Email and InterAction Setup Guide

Please ask the Project Managers Team for their latest guide.

Below is a list of items that should be checked as part of each deployment:

InterAction Configuration

• Ensure that the maximum results settings in the InterAction.cfg file are correctly configured for your largest list size

InterAction Connection

• Clients should provide a list of email addresses of their InterAction administrators who should get notified if the connection to their InterAction goes down

Vuture Configuration Settings for InterAction

• Limit the InterAction folders that are displayed in Vuture to Marketing Lists only, or a more complex filter if required
• Set the InterAction unsubscribe suppression folders 
  • Make sure the first entry is the global unsubscribe folder as the automated feedback loop complaint process uses the first entry for automated unsubscribes

Email Delivery Setup

• Email volume should be gradually ramped up over the first few weeks to avoid delivery problems

Form Configuration

• Check if the client wants blank forms to create new contacts each time without associating them with a company

Template Setup

• Check if the client wants one click registration snippets included in their templates

Regional Settings

• Default PDF page size can be set to A4 or Letter. It defaults to A4 but you can change to Letter for US clients

Activity Date Format

In order to record the Activity date in your crm in a consistent format, we have added a new system config for each CRM with which we integrate.

If this config is not completed, the date given on the Activity record will default to the system format.

If the config is completed, it will use the date format you have selected to display any activity date.

For InterAction, the config is at Admin.System.InterAction1.Activity Display Date Format and the options are:

dd/MM/yyy HH:mm:ss

or

MM/dd/yyy HH:mm:ss

This date format will apply for all Activity types recorded by Vuture.