Work with VEM Add-in

Work with Vizola's eMarketing Add-in (VEM)

Using the Enhanced Features = within=20 Email Campaign Activities=20

Some of these tasks may require you = have a=20 specific security role = ( A defined=20 set of privileges. The security role assigned to a user = determines=20 which tasks the user can perform and which parts of the user = interface the user can view. All users must be assigned at = least one=20 security role in order to access the system. ) or = equivalent=20 permissions. If you encounter a security dialogue warning of = this=20 please contact your System Adminstrator.

Accessing VEM features

You can access the = enhanced=20 features through the toolbar on the Compose Email Form - this is the = same=20 whether using the Quick Campaign Wizard or the Deploy Email Campaign=20 Activity.

The first button (new) = added to the=20 toolbar is EDIT=20 SOURCE and the last one (new) takes the place of the = standard=20 UNSUBSCRIBE button, but offers dropdown access to = several=20 functions.

When you click on the the EMARKETING button = (new), you=20 are presented with a number of functions:

The standard UNSUBSCRIBE function = (operating as=20 before).=20
The INSERT=20 E-LINK button allows you to create / edit / insert=20 monitored hyperlinks.=20
The INSERT=20 TEMPLATE button allows you to create / edit / = insert email=20 templates.=20
The INSERT=20 DATAFIELD button allows you to create / edit / = insert=20 datafields for merge processing. =

Using = the HTML=20 Source Edit feature

Often the standard = WSIWYG=20 (what-you-see-is-what-you-get) doesn't allow you as precise control as = you'd=20 like over editing your email communication. Use this button to toggle = between=20 standard editing mode and HTML source. You will notice that other = toolbar=20 buttons and progress buttons are disabled in source editing mode.

TIP: Remember to use in-line styles and ensure any = images=20 are accessible over the internet for all recipients.

Managing = Monitored=20 Hyperlinks on-the-fly

The INSERT E-LINK = button works in=20 two ways depending on whether you have some text (or an image) selected = within=20 the email body or not.

If you do not, you are presented with the = Quick=20 Create dialog, which is a very simple form asking only for a = name and=20 URL to create a new Email Link object.=20
If you do, you are presented with the = Lookup=20 Single dialog, which allows you to select from already setup = Email=20 Links. Once you select one the currently selected text is converted = into a=20 monitored hyperlink, which shows the Email Link name as a mouseover = title.=20 (This works very similarly to the standard Unsubscribe button) =

If you prefer to manage = your Email=20 Links in a more conventional fashion please have your System = Administrator add=20 the Email Links list to the Marketing Section of your MS CRM site.

Managing Email Templates on-the-fly

The INSERT TEMPLATE = button brings=20 up a special dialog which not only allows you to select from existing = templates,=20 but also to edit or create new ones entirely. This additional = functionality is=20 accessed via the NEW and EDIT buttons on this dialog.

You will notice that the types of template from which = you can=20 select (in this case Global and Contact) are determined by the type of = recipient=20 for the particular Campaign Activity. You are then restricted to these = entities=20 attributes from which to choose your merge datafields. If however, the = template=20 name begins with 'VEM', you are allowed to choose from = all=20 three types of recipient (Account, Contact and Lead).

Email Templates created and managed on-the-fly are compatible with = standard=20 MS CRM.

TIP: To create templates which have maximum = re-useability=20 start your template name with VEM, but note that you can only edit these = on-the-fly.

Managing=20 Datafields

You can work with Datafields just as you would in the MS CRM Email = Template=20 Editor, but now the result is rendered by the VEM merge-engine rather = than for=20 only one specific recipient. Since the merge-engine is able to 'coalese' = from=20 all three types of recipient you can include attributes from Contacts, = Accounts=20 or Leads in the same Datafield (e.g.=20 Contact!FullName;Account!PrimaryContact;Lead!Name).

Datafields created and managed through VEM are compatible with = standard MS=20 CRM and utilise the same syntax.

TIP: You can double-click on VEM Datafields to edit = them,=20 rather than having to use the toolbar button.