the manual
Contents
1. Salesforce 14 Working method 1 We will only be creating mailing lists from within Salesforce based on selections of Contacts and Leads in Salesforce For this we will use resource 1 The email campaigns will be lanched from within Flexmail Flexmail All in one E mail Marketing Home E mailberichten E mailcampagnes Rapporten Uitloggen Categorie n Mailinglijsten E mailadressen Blacklist Groepen Q Zoek Mailinglijsten Adressen Categorie FlexmailConnect Contact 003 3 5 y NI M M YF E Met geselecteerd A The name of the mailing list is always the name of the campaign in Salesforce The language of the mailing list is the language of the campaign in Salesforce If needed the name of the mailing lists and the category can be changed afterwards in Flexmail Statistics will be requested from Flexmail and shown in Salesforce We use resource 3 for this 15 Working method 2 With this working method we choose to also launch the campaign from within Salesforce besides just creating the mailing lists For this we use the resource Create Campaigns Flexmail All in one E mail Marketing E mailadressen E mailcampagnes Rapporten Uitloggen Ontwerp bericht met Editor Infopagina s Formulieren Ontwerp bericht met Wizard Archief 4 Zoek Naam Type Datum X F My Newsletter Editor 17 05 2011 09 14 if ew gt S amp E Met geselect2. This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component 2 1 Connection with Flexmail To create a connection between Salesforce and Flexmail you ll receive 4 parameters from Flexmail Parameter User ID Name user Password user Salesforce User Token Component name Flexmail Userid Flexmail Username Flexmail Password Flexmail UserToken Parent Object User User User User These fields need to be activated by the administrator on the following screen Setup My Personal Information Personal information Personal Setup My Personal Information gt gt gt Personal Information Change My Password Reset My Security Token My Groups Change My Display Grant Login Access Calendar Sharing Reminders Email Import Desktop Integration My Chatter Settings App Setup gt Customize Create Develop Deploy Installed Packages AppExchange Marketplace New Critical Updates Administration Setup Manage Users Company Profile Security Controls Communication Templates Translation Workbench Data Management Monitoring Mobile Administration Desktop Administration Email Administration Google Apps User Detail Name Alias Email Username Community Nickname Title Company Department Division Address Time Zone Locale Lang
3. button Flexmail Create MailingList now appears at the top of the screen Next the wanted Contacts and Leads need to be selected via Manage members Click on the button Flexmail Create Mailing List A mailing list will be created in Flexmail with the name of the campaign in Salesforce Flexmail All in one E mail Marketing E mailberichten E mailcampagnes Rapporten Uitloggen Categorie n Mailinglijsten Blacklist Groepen Q Zoek Mailinglijsten Adressen Categorie FlexmailConnect Fi My Newsletter 16 K g M Tl u g E Met geselecteerd 18 4 2 Working method 2 Choose the tab Campaigns from the main menu Campaign Edit New Campaign Help for this Page Y Campaign Edit Save Save amp New Cancel Campaign Information Required Information Campaign Owner Etienne Colla Parent Campaign sJ Campaign Name Type Conference Campaign Subject Status Planned Sender Name Active F Sender Email Address Campaign Language NL Reply Email Address Planning Start Date 14 07 2011 Expected Revenue End Date 14 07 2011 Budgeted Cost Num Sent 0 Actual Cost Expected Response 0 00 Flexmail Statistics Total Sent Total Bounced Profile Updated Ratio Delivered Total Read Ratio Unsubscribed Total Unread Ratio Bounced Total Delivered Ratio Clicked Total Clicked Ratio Read Total Unsubscribed Report Link The requi
4. Campaign Parent Object Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign User Campaign Lead Campaign Campaign Campaign User Campaign User Contact User Lead Campaign Campaign Campaign Campaign Campaign Component Type Button or Link Button or Link Button or Link Component Type Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field Installation Notes This is a brand new component This is a brand new component This is a brand new component Installation Notes This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component This is a brand new component
5. Coninck v Help Marketing v tI N Options WSU Chatter Campaigns Leads Contacts Opportunities Reports Dashboards Documents Processing Your request is in progress You will be notified by email when it completes No records to display Y Recycle Bin Copyright 2000 2011 salesforce com inc All rights reserved Privacy Statement Security Statement Terms of Use 508 Co 2 Configuration Connector The Salesforce administrator needs to take the necessary steps in order to activate the connector Below you can find an overview of the Resources and Fields that were created during the installation of the connector v Resources 3 Action Component Name Create Flexmail Create Mailing List Create Flexmail Create Campaign Create Flexmail Update Report v Fields 26 Action Component Name Create Ratio Bounced Create Total Unread Create Total Sent Create Campaign Language Create Ratio Unsubscribed Create Sender Email Address Create Reply Email Address Create Report Link Create Sender Name Create Flexmail Username Create Total Unsubscribed Create Languages Create Total Delivered Create Total Read Create Profile Updated Create Flexmail Userld Create Total Bounced Create Flexmail Password Create Languages Create Flemail UserToken Create Birthdate Create Campaign Subject Create Ratio Read Create Ratio Clicked Create Total Clicked Create Ratio Delivered Parent Object Campaign Campaign
6. Flexmail E mail Marketing Solutions Connector Flexmail Salesforce Content t Installation COMIC CON 2 eter ee a a ter dan ee D di 1 2 CONTHEUTATION COMICS aa de ee De S 4 221 Connection With STATS 5 2 2 Extension of the Contacts and Leads in Salesforce ccecccecssssessseeeececeesaeeesseeeeeees 6 2 3 Extension of the object Campaigns in Salesforce ccccccssececessceceeseeeeeecesaeeceeeuaess 8 2 3 1 Parameters of a CAMDAIB A secs sens eus na Er na REET ETAREN 8 PRES DDR 1e LE ES ALES RER 9 2 4 Integration of FleXmail R SOUFCSS 25522 ssss cesse ansete bases caotencsenner senc seteonn 10 2 5 Creation of a Flexmail menu tab 11 3 Resources and Working MELNOS ae nier E A 14 Woka MERON I rerik ee E 15 WORE MORON 2 ee a 16 OS AAA T E T T E T E TE T ne 17 AL WOrkine MENO Ta a AE EN OENE 17 Do WOKE WUC Oe rr E E 19 A Undang SOS a Taa aE NEN AET N EEEE 21 1 Installation connector Click on the link below to install the Flexmail connector in your Salesforce account https login salesforce com packaging installPackage apexp p0 04tA0000000JdEZ Before you can start the installation you first need to sign in to your Salesforce account Ajouter cette page aux favoris Nom d utilisateur Mot de passe T Retenir le nom d utilisateur Inscrivez vous Seconnecter Vous avez oubli votre mot de passe maintenant Vous n avez pas de compte Inscrivez vous gratuitement La pris
7. Response 0 00 Flexmail Statistics Total Sent Total Bounced Total Read Total Unread Total Delivered Total Clicked Total Unsubscribed Parent object Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Save Save amp New Cancel 14 07 2011 14 07 2011 Parent Campaign Type Status Active Campaign Language Expected Revenue Budgeted Cost Actual Cost Profile Updated Ratio Delivered Ratio Unsubscribed Ratio Bounced Ratio Clicked Ratio Read Report Link Help for this Page Ww Required Information Q Conference v Planned v E NL 2 4 Integration of Flexmail Resources During the installation 3 new Resources have also been created Component Name Parent Object Component Type Flexmail Create Mailing List Campaign Button Flexmail Create Campaign Campaign Button Flexmail Update Report Campaign Button The administrator can activate one or more resources in Flexmail by integrating new tabs in the menu Below you can see an example of how these buttons can be implemented gt Campaign Newsletter 07 11 Customize Page Edit Layout Printable View Help for this Page W Campaign Hierarchy 1 Open Activities 0 Activity History 0 Attachments 01 Opportunities 0 Campaign Members 0 Edit Delete Clone Manage Members Y Advanced Setup Flexmail Creat
8. button to request the most recent statistics These statistics will be saved in Salesforce 21
9. e Mailing List Campaign Detail Flexmail Create Campaign Flexmail Update Report Campaign Owner Etienne Colla Change Parent Campaign Campaign Name Newsletter 07 11 View Hierarchy Type FlexmailConnect Campaign Subject Newsletter Status Planned Sender Name Flexmail Active Sender Email Address etienne flexmail be Campaign Language NL Reply Email Address etienne flexmail be 10 2 5 Creation of a Flexmail menu tab L alor ne ARTES ai gt Options Home Chatter Campaigns Flexmail All in one E mail Marketing Leads Contacts Opportunities Reports Dashboards Documents Barr E mailadressen E mailberichten E mailcampagnes Rapporten Uitloggen Welkom Profiel Instellingen U bent ingelogd als Colla Etienne Flexmail NV SalesForce Bestellen Facturen Contact Legal Terug Credits E mailcredits beschikbaar 0 Controlecredits beschikbaar 0 Meest recente campagnes Campagne Datum Afgeleverd Geopend Geklikt TestReport2 16 06 2011 13 51 100 00 100 00 0 00 Support Contacteer onze Helpdesk 32 0 89 69 00 30 Verzonden 2 helpdesk flexmail be Quick Start Afgeleverd Geopend Geklikt 2 2 0 Create an additional tab in the Salesforce Marketing main menu Use the link below to connect to the Flexmail application and fill it in with your own data This link will automatically login to Flexmail http www flexmail eu dyn loginApp username User F
10. e en charge de Salesforce rach te Lotus Notes 7 s est Qu est ce le cloud Dimdim arr t e computing En savoir plus gt Obtenez le kit En savoir plus gt de migration You will be asked to grant Flexmail access to your Salesforce account Approve Third Party Access This package may send or receive data from third party websites Wake sure you trustthese websites Whatif you are unsure Website SSL Encrypted Soap flexmail eu Yes grant access to these third party web sites Cancel Continue Check the box Yes grant access to these third party websites Next click Continue Step 1 of the installation gives you an overview of the rights that will be granted to Flexmail Click Next to continue Package Installer Help for this Page W Flexmail Connector Minimal Step 1 Approve Package API Access Step 1 of 3 These settings control the access that s controls and other components in this package have to standard objects via the API The access will still be constrained by the users profile You can view and edit the package API access to standard objects after the package is installed from the package detail page Tell me more Package Custom Objects There are no custom objects in this package Components in this package will not have API access to custom objects Extended Object Permissions Read Create Edit Delete Read Create Edit Delete Accounts Ideas Assets Leads Campaigns Opportuni
11. eerd Rijen 25 e Ga naar 1 p N 41 1b H When we launch a campaign from within Salesforce we first need to create a message in Flexmail The name of the message needs to be the same as the name of the campaign in Salesforce This way the link between the message and the campaign will automatically be set Statistics from Flexmail can be shown in Salesforce For this we use resource 3 For both working methods the user will keep having access to Flexmail Each step can also be executed in Flexmail The statistics that are shown in Salesforce are a limited selection of the available report information in Flexmail You can request additional reports for every campaign sent through Salesforce in Flexmail 16 4 User manual 4 1 Working method 1 Choose the tab Campaigns from the main menu Campaign Edit y Campaign Edit Campaign Information Campaign Owner Campaign Name Campaign Subject Sender Name Sender Email Address Reply Email Address Planning Start Date End Date Num Sent Expected Response Flexmail Statistics Total Sent Total Bounced Total Read Total Unread Total Delivered Total Clicked Total Unsubscribed New Campaign Save Save amp New Cancel Etienne Colla Parent Campaign Type Status Active Campaign Language 14 07 2011 Expected Revenue 14 07 2011 0 Actual Cost 0 00 Budgeted Cost Profile Updated Ratio Delivered Ratio Unsubscribed Ratio Bou
12. lexmail_username _c amp password User Flexmail_ password __c 11 Edit Web Tab Flexmail Step 3 Enter the URL Details Step 3of3 Enter the web page address in the Link URL field You can enter a simple URL just as it appears in the browser address bar or you can use one or more merge fields to insert organization specific data from salesforce com into URL parameters Help for this Page Examples Simple http Awww google com With Merge Field http Awww google com search q Org_Name Available Merge Fields Available Merge Fields Select Field Type Organization Fields Select Field Copy Merge Field Value Copy and paste the merge field value into your template below Button or Link URL Required Information http www flexmail eu dyn loginApp username UserFlexmail_username__c amp password UserFlexmail_password_ c Preview Web Tab Encoding Unicode UTF 8 Previous save con 13 3 Resources and working methods With the connector you can use 3 resources These resources can be operated with 2 different working methods Available resources Resource 1 Flexmail Create Mailing List This resource creates a mailing list in Flexmail Resource 2 Flexmail Create Campaign This resource creates a mailing list in Flexmail and launches the campaign from within Salesforce Resource 3 Flexmail Update Report This resource will read out the statistics in Flexmail and save them in
13. nced Ratio Clicked Ratio Read Report Link Help for this Page Required Information amp Conference v Planned v FI NL To create a mailing list in Flexmail we first need to create a campaign in Salesforce The required fields for the creation of a mailing list are Campaign Name Campaign Lanuage Type The language of the campaign will also determine the language of the mailing list Select the desired Type category in Flexmail The administrator can create additional types E g ConnectorFlexmail Check the box Active 17 Other required fields are not crucial and can be excluded from the list by the administrator Click the button Save to create the campaign in Salesforce y Campaign 5 My Newsletter Customize Page Edit Layout Printable View Help for this Page wW Campaign Hierarchy 1 Open Activities 0 Activity History 0 Attachments 01 Opportunities 0 Campaign Members 0 Edit Delete Clone Manage Members Y Advanced Setup Flexmail Create Mailing List Campaign Detail Flexmail Create Campaign Flexmail Update Report Campaign Owner Etienne Colla Change Parent Campaign Campaign Name My Newsletter View Hierarchy Type FlexmailConnect Campaign Subject Status Planned Sender Name Active Sender Email Address etienne flexmail be Campaign Language EN Reply Email Address etienne flexmail be The campaign has now been created and the
14. ntact Owner First Name Last Name Account Name Title Department Birthdate Reports To Lead Source Address Information Mailing Street Mailing City Mailing State Province Mailing Zip Postal Code Mailing Country Additional Information Languages Component name Save Save amp New Cancel 8 8 Languages Phone Home Phone Mobile Other Phone Fax Email Assistant Asst Phone Other Street Other City Other State Province Other Zip Postal Code Other Country Level None Parent object Contact Required Information Copy Mailing Address to Other Address The position of the additional fields and the object type dropdown or multi select that are used can be chosen by the administrator Leads Parameter Component name Parent object Languages Languages Lead Birthdate Birthdate Lead Lead Edit Save Save amp New Cancel Lead Information Required Information Lead Owner Etienne Colla Phone First Name None Mobile Last Name Fax Company Email Title Website Lead Source None Lead Status Open Not Contacted a Campaign amp Rating None Industry None No of Employees Annual Revenue Languages Birthdate 14 07 2011 Address Information Street City State Province Zip Postal Code Country 2 3 Extension of the object Campaigns in Salesforce The extensions that are required in this section consist
15. of 2 parts 1 Parameters of a campaign 2 Statistics Below you can find an overview of the available fields 2 3 1 Parameters of a campaign Component name Campaign Subject Sender Name Sender Email Address Reply Email Address Campaign Language Campaign Edit Campaign Edit Campaign Information Campaign Owner Campaign Name Campaign Subject Sender Name Sender Email Address Reply Email Address Planning Start Date End Date Num Sent Expected Response Parent object Campaign Campaign New Campaign Save Save amp New Campaign Campaign Campaign Help for this Page 7 Cancel Etienne Colla 14 07 2011 14 07 2011 0 00 These 5 fields are required fields Required Information Parent Campaign amp Type Conference X Status Planned Active Campaign Language NL Expected Revenue Budgeted Cost Actual Cost 2 3 2 Statistics Component name Total Sent Total Delivered Total Bounced Total Read Total Clicked Total Unread Total Unsubscribed Profile Updated Report Link Ratio Delivered Ratio Read Ratio Clicked Ratio Bounced Ratio Unsubscribed Campaign Edit New Campaign Campaign Edit Campaign Information Campaign Owner Etienne Colla Campaign Name Campaign Subject Sender Name Sender Email Address Reply Email Address Planning Start Date End Date Num Sent Q Expected
16. red fields for the creation of a mailing list are Campaign Name Campaign Subject Sender Name Sender Email Address Reply Email Address Campaign Lanuage Type The language of the campaign will also determine the language of the mailing list Select the desired Type category in Flexmail The administrator can create additional types E g ConnectorFlexmail Check the box Active 19 Click on the Save button to create the campaign in Salesforce Warning Before you can save the campaign you first need to create an email message in Flexmail with the same name as the campaign in Salesforce My Newsletter Customize Page Edit Layout Printable View Help for this Page W Campaign Hierarchy 1 Open Activities 10 Activity History 0 Attachments 0 Opportunities 0 Campaign Members 0 Edit Delete Clone Manage Members Advanced Setup Flexmail Create Mailing List Campaign Detail Flexmail Create Campaign Flexmail Update Report Campaign Owner Etienne Colla Change Parent Campaign Campaign Name My Newsletter View Hierarchy Type FlexmailConnect Campaign Subject Status Planned Sender Name Active Sender Email Address etienne flexmail be Campaign Language EN Reply Email Address etienne flexmail be The campaign has now been created and the button Flexmail Create Campaign will appear at the top of the screen Next you need to select the wanted Contact
17. s and Leads via Manage members Click on the Flexmail Create Campaign button A mailing list will be created in Flexmail with the name of the campaign in Salesforce An email campaign will also be created in Flexmail with the same name as the campaign in Salesforce Flexmail All in one E mail Marketing Home E mailadressen E mailberichten Rapporten Uitloggen Bahar campaigns re HELP Toevoegen Q Zoek Naam campagne Datum v My Newsletter 14 07 2011 14 41 ial Met geselecteerd Rijen 25 Ga naar 1 b KN 41 1 M 20 Everything is now ready for sending Go to Email campaigns in Flexmail and choose the icon Send email campaign next to the concerning campaign Search All Etienne Colla gt Help Marketing Options Home Chatter Campaigns Leads Contacts Opportunities Reports Dashboards Documents MACPGIEUS ro OO O O All in one E mail Marketing nena Home E mailadressen E mailberichten Rapporten Uitloggen Toevoegen Q Zoek Naam campagne Datum E E My Newsletter 14 07 2011 14 41 ial Met geselecteerd Rijen 25 Ga naar 1 b KN 41 1R DH You now have the option to send the campaign immediately or the plan the sending on a different time 4 3 Updating statistics As soon as the campaign has been sent the statistics can be requested in Salesforce Click on the Flexmail Update Report
18. ties Cases Price Books Contacts Products Contracts Solutions Documents General User Permissions This Package will be able to use all of the General User Permissions from the users Profile Administrative Permissions This Package will not be able to use any of the Administrative Privileges from the users Profile Next Cancel In step 2 of the installation you can indicate which rights you ll grant to each user Click Next to continue Package Installer Help for this Page Q Flexmail Connector Minimal Step 2 Choose security level Step 2 of 3 Select security settings Grant access to admins only Users with your profile get full access best for limited deployments Grant access to all users All internal custom profiles get full access Select security settings User access set by profile recommended for most packages Previous Next Cancel In step 3 the connector will be installed Click on Install to start the installation Package Installer Help for this Page ws Flexmail Connector Minimal Step 3 Install Package Step 3 of 3 The package is ready to be installed Click Install to continue Ignore Apex test failures that may cause the installed application not to function properly cone The installation has now started The installation can take several hours You ll automatically receive an email after the installation is complete gt salesfo TCE 2 Search All Search Rudy De
19. uage Delegated Approver Manager Receive Approval Request Emails Newsletter Admin Newsletter Federation ID Flexmail Username Flexmail Password Flexmail Userld Flemail UserToken Created By Edit Change Password Etienne Colla ecoll etienne infoweb be etienne flexmaildev be etienne GMT 02 00 Central European Summer Time Europe Paris French Belgium English Only if am an approver Flexmail Connector 11 05 2011 14 47 Role User License Profile Active Marketing User Offline User Knowledge User Force com Flow User Service Cloud User Mobile User Mobile Configuration Accessibility Mode Color Blind Palette on Charts Send Apex Warning Emails Development Mode Show View State in Development Mode Allow Forecasting Call Center Phone Extension Fax Mobile Email Encoding Employee Number Start of day End of day Used Data Space Used File Space Last Login Last Password Change or Reset Modified By Salesforce System Administrator V4 V4 General US amp Western Europe ISO 8859 1 ISO LATIN 1 06 00 23 00 122 KB View 0B View 14 07 2011 9 28 11 05 2011 14 50 Etienne Colla 16 05 2011 14 41 2 2 Extension of the Contacts and Leads in Salesforce The administrator reeds to activate the additional fields for both the contacts as well as the leads Contacts Parameter Languages Contact Edit Contact Information Co
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