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From vtenext 20.04 it is possible to manage product variants with the new module Configurable Products. By following the logics of a normal e-commerce we can manage father products and the related variants. Let’s make an example to better understand this funct...

The vtenext GDPR APP is a self-service tool for personal data management by customers. To allow customers to use this tool, a campaign must be created in vtenext for contacts and leads, with an invitation to access the Web App. Each contact in the CRM will...

Requirements:Use vtenext 19.10, making sure the system is configured for sending emails 1) Firstly you must check the GDPR settings by clicking on Settings: 2) Click on the ‘Customer tools’ menu and then on the ‘GDPR’ section 3) At this point all the GD...

Process start emailA pre-compiled email template introduces the requirement to confirm your choices concerning personal data processing. 1 Welcome landing pageA simple online form is provided for verification of the effective possession of the mailbox in q...

The employee module allows you to register your internal and external employees and co-workers in vtenext. Whenever a new user is created, a new employee record is generated automatically. The module can be managed like all the others, modifying the “employme...

vtenext contains various tools for mass communications: Newsletter Campaigns Step 1: Campaign Step 2: Target Step 3: Newsletter Common variables to the target Wizard “Create Newsletter” Email Sending Statistics and more Manual management of uns...

The Newsletter module, integrated with the “Campaigns” module, is the vtenext solution for management of mass mailing of newsletters to accounts, contacts and leads towards an unlimited target of recipients for campaigns. In addition to sending marketing camp...

In order to create a regular newsletters (e.g. with weekly frequency) addressed to a specific target in your database, you must first create a new campaign that will act as the newsletters “container”. Note that “Campaigns” is a horizontal module that can b...

At this point the campaign recipients target must be defined, associating Targets and Campaigns. In the campaign tab, select the Target module and then Add Target in the Relations menu. If the target has already been created, use Select Target to select it.N.B...

Return to the campaign record and, through the “Relations” menu, choose the Newsletter module then choose Add Newsletter. A new newsletter tab will be created. Newsletter Name Choose a name that is connected to the newsletter objective (the name ...

Refer to the previous sections for the general template configuration instructions. There are special variables available for newsletter templates. Variables common to the target A single variable for mapping different fields according to the target. For exa...

As explained in section 6.1, the create/send procedure can be facilitated with the "Create Newsletter” wizard. In practice, the wizard proposes a 5-step procedure to create a newsletter. Warning! If you click the "Create Newsletter" button from the Campaign...

From vtenext 20.04, a new newsletter editor is available and allows creating newsletter in a easier way. HTML code knowledge is not needed, all the elements needed can be managed using the drag and drop function.Here you can see the new tool: Here below you...

Now we will learn how to create a new Newsletter Template by using the drag&drop editor. Accessing the editor, at the top right we will find the edit / action buttons, while the right column will change according to the selection made on the previously indicat...

Once you send an email, you can access the Statistics tab from the Campaigns module to view an overview of statistics and details for individual statistics. Message Queue emails that have not yet been sent (when sending is complete, this column...

You can decide manually to send or not send newsletters to a single Contact, Account and/or Lead by means of the “Receive Newsletter” field (enabled by default). In this manner, no further newsletter campaigns will be sent to the email address in question. ...

For correct use of the Newsletter module the following requirements must be met, or the following configuration must be applied: vtenext must be public (accessible via Internet): this requirement guarantees correct tracking of the opening of emails and clicks...

From Settings > Other Settings, is possible to access the newsletter configuration page, which allows, interface side, to configure a dedicated SMTP for mass mailing with marketing purpose. Configuration interface of the dedicated SMTP for Newsletter Editi...

vtenext can be enabled to send SMS text messages. To configure the transmission of SMS messages, login in as an Admin user and go to Settings > Outbound SMS server. To enable the transmission of SMS messages from vtenext you need to set up an email-to-sms ser...

vtenext can be enabled to send faxes. To configure the transmission of Fax messages login as an Admin user and go to Settings > Outbound Fax server. To enable the transmission of faxes from vtenext you need to set up an email-to-fax service. This service can ...