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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 ...

The main purpose of a CRM system is management of customer relationships, in regard to which communication tools take on a role of critical importance. vtenext offers different kinds of tools to manage communication towards customers (existing or potential) an...

To activate the transmission of emails from CRM, fill in the SMTP server data in Settings > Mail server > Simple Mail Transfer Protocol (SMTP). Account choose the server type from among the ones on the list; if your mail server type is not incl...

The vtenext Messages module uses the IMAP email account. You can work on emails through vtenext as if you were working on the server, namely without any downloading of emails to a folder. Any operations that you do in the messages module will be carried out di...

Once you have set the SMTP server (see above), the IMAP server can be set up here or directly from the Messages module of each user through the cogwheel icon > Account.Each user will be able to manage multiple mailboxes, both on servers configured in the Admin...

The Centralized Signature makes it possible to set a default signature, identical for all crm users, with the same graphic layout and characteristics. Go to SETTINGS > OTHER SETTINGS > COMPANY DETAILS and scroll down to the bottom of the page to find the "Sign...

There are three equivalent options to send an email, e.g. to a contact: 1. clicking on the email address shown in the record or in any vtenext page;2. clicking on the icon in the light blue toolbar, selecting Write3. from the Messages module interface, clicki...

Compose a new email. Download emails from the email server Messages module settings (user's personal settings) Mark message as read/unread Mark message as important Move e...

To share an email with another user, simply open a conversation on the email concerned. The “Conversations” tool (see specific chapter) is located at the bottom of the page, under the body of the email. Emails shared by means of a Conversation are flagged wit...