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vtenext features a simple but invaluable documents manager. Documents manager main characteristics: Store file type documents (uploaded locally) or links (url from the web); Create folders to store documents digitally; Assign documents to the user responsible ...

Document revisions can be managed by means of the “Add Revision” button in the OTHER tab. Once the revision is created, the list of previous versions will be available in the OTHER tab. To share a document click on “Share Document” to send a link by email. The...

Opening DOCUMENTS in a CRM entity makes it possible to upload one or more files using drag and drop. The system will present a popup that allows you to choose the upload method: individual files or single file in .zip format. The next step allows the user to c...

Notes can be found in the vtenext records, located at the bottom left (available in most modules), and on the main management panel, which is accessible from the icon on the light blue toolbar. The following options are available from the record: Make a tempor...

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 unsubscriptions Req...

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 campa...

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 be u...

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....

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 remains intern...

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 exam...

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 mo...

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 c...

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...

Even though email templates created in vtenext are designed to be displayed correctly on all email clients, some display issues may arise when a user opens an HTML email in Outlook, particularly in versions 2007, 2010, or 2013. This occurs because these versio...

Once the sending is completed, within the Campaigns module you can access the Statistics tab to view a summary chart of the statistics and the detailed data for each metric. IMPORTANT: vtenext inserts an image into newsletters that is used to notify our system...

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. Alt...

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 ...