Search Results

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...

IMPORTANT: vtenext inserts an image in the newsletter with the function of communicating to our system that the email has been visualized correctly and so the stats can be updated in the right way. Some servers with the service "Libraesva Email Security" or si...

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 ...

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...

To manage the sales process via vtenext, first you must define the products/services catalogue, then the specific price books and product lines. These actions make it possible to manage diversified sales activities, customer types that require price diversific...

You can create and manage product bundles by defining parent-child type inter-product relationships. Product bundles are useful when managing complex products, meaning “parent” products composed of multiple single “child” products. For example: a fully assemb...

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...

A product Line combines a group of products that meet the same type of needs. In simple terms, a product line can be a goods category, such as Hardware, Software, or Services. vtenext allows you to create such groups using the Product Line module. The record ...

Like the Products module, designed to distinguish the catalogue of physical products in the inventory, the Services module distinguishes services such as training and assistance packages, defined by a duration (hours, days, years). Key fields of the Services ...

The function of a price book is to collect a set of products whose price changes compared to the unit price, defined in the product record. To create a price book, click on . To avoid confusion, the Price Book must be given a unique name. The program also a...

With the export and import functions, you can exchange vtenext data with a large number of third-party programs. All product/service data can be exported or imported in .csv format. For details on the import/export procedure, please refer to the relevant chapt...

You can reach this option from Settings > Other settings > Inventory: Terms and conditions. It allows you to formulate the terms of sale which will automatically appear each time a quote is filled in.

The main modules and processes involved in the pre-sales, sales and after-sales phases are: Leads Potentials Quotes Sales and Purchase Orders Invoices HelpDesk and FAQs What are normally defined as marketing lists (from websites, word-of-mouth, fair...