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6.1.5 “Create Newsletter” wizard
As explained in section 6.1, the create/send procedure can be facilitated with the "Create Newsle...
6.1.6 New Newsletter editor
From vtenext 20.04, a new newsletter editor is available and allows creating newsletter in a easi...
6.1.7 Newsletter Template Creation
Now we will learn how to create a new Newsletter Template by using the drag&drop editor. Accessin...
6.1.8 Common Email Display Issues with Outlook
Even though email templates created in vtenext are designed to be displayed correctly on all emai...
6.2.1 Manual unsubscriptions management
You can decide manually to send or not send newsletters to a single Contact, Account and/or Lead ...
6.2.2 Requirements and settings for use of the Newsletter module
For correct use of the Newsletter module the following requirements must be met, or the following...
6.3 SMS Module
vtenext can be enabled to send SMS text messages. To configure the transmission of SMS messages, ...
6.4 FAX Module
vtenext can be enabled to send faxes. To configure the transmission of Fax messages login as an A...
7. vtenext GDPR Web App
The vtenext GDPR APP is a self-service tool for personal data management by customers. To allow ...
7.2 The App in detail
Process start emailA pre-compiled email template introduces the requirement to confirm your choic...
5.6 Documents
vtenext features a simple but invaluable documents manager. Documents manager main characteristi...
5.6.1 Documents revision and sharing
Document revisions can be managed by means of the “Add Revision” button in the OTHER tab. On...
5.6.2 Create new document from related list
Opening DOCUMENTS in a CRM entity makes it possible to upload one or more files using drag and dr...
5.7 Notes
Notes can be found in the vtenext records, located at the bottom left (available in most modules)...
6 Marketing Communication Tools
vtenext contains various tools for mass communications: Newsletter Campaigns Step 1: Campai...
6.1 Newsletter Campaigns
The Newsletter module, integrated with the “Campaigns” module, is the vtenext solution for manage...
6.1.1 Step 1: Campaign
In order to create a regular newsletters (e.g. with weekly frequency) addressed to a specific t...
6.1.4 Special variables in the newsletter template
Refer to the previous sections for the general template configuration instructions. There are spe...
5.2.1.1 Set Centralized Signature
The Centralized Signature makes it possible to set a default signature, identical for all crm use...
5.2.3 Email Functions
Compose a new email. Download emails from the email server ...