CRM Settings Guide

Fields and Options:

• Show User Code: Select to display the User Code column in the Contact listing.
• Show Alternative Avatar: Select to display the Alternative Avatar column in the Contact listing.
• Show Country: Select to display the Country column in the Contact listing.
• Show Live Subscriptions: Select to display the live subscription plans in the Contact listing.
• Show Editions: Select to display the Editions column in the Contact listing.
• Show Links: Select to display the Links column in the Contact listing.
• Show Points: Select to display the Points column in the Contact listing.
• Show Contact Type: Select to show the Contact Type on the Contacts listing.
• Show Connections: Select to show the Connections on the Contacts listing.
• Show User Profile: Select to show the User Profile on the Contacts listing.
• Show Last Touch: Select to show the Last Touch on the Contacts listing.
• Show Created: Select to show Created on the Contacts listing.
• Show Last Login: Select to display the Last Login column in the Contact listing.
• Show No. Logins: Select to display the number of logins in the Contact listing.
• Show No. Page Views: Select to display the number of page views in the Contact listing.
• Show New Registrations: Select to display whether the contact newly registered during the time frame selected on the filters.
• Show Auto Archive Date: Select to display the Auto Archive Date column in the Contact listing.
• Show Contact Lists: Select to display the Contact Lists column in the Contact listing.
• Generate Grayscale Image: Select to generate a grayscale version of the Alternative Avatar image that is uploaded for a Contact.
• Show Topics: Select to display the Topics column in the Account listing.
• Show Next Task: Select to display the next task, this includes the first few characters of the task, with the option to click + to see more, and the date.
• Show Last Note Date: Select to display the date of the Last Contact Note, users can then click through to the communications tab for the Contact.
• Show Active Opportunities: Select to display the number of Open Opportunities in a new Opps column on the Contacts listing.

Fields and Options:

• Show Logo: Select to display the Logo column in the Account listing.
• Show Parent Account: Select to display the Parent Account column in the Account Listing.
• Show Points: Select to display the Points column in the Account listing. This shows the total points for all the contacts on the account. Note that this might have a performance impact on the listing.
• Show Telephone Contact: Select to show the telephone number on the Accounts listing.
• Show Primary Contact: Select to show the primary contact on the Accounts listing.
• Show Account Management: Select to show the account management on the Accounts listing.
• Show Account Type: Select to show the account type on the Accounts listing.
• Show Account Code: Select to display the Account Code column in the Account listing.
• Show Address: Select to display the Address column in the Account listing.
• Show Country: Select to display the Country column in the Account listing.
• Show Links: Select to display the Links column in the Accounts listing.
• Show Editions: Select to display the Editions column in the Account listing.
• Show Child Account Contacts: Select to display Contacts from Child Accounts within the Communications tab.
• Show Next Task: Select to display the next task, this includes the first few characters of the task, with the option to click + to see more, and the date.
• Show Last Note Date: Select to display the date of the Last Contact Note, users can then click through to the communications tab for the Account.
• Show Active Opportunities: Select to display the number of Open Opportunities in a new Opps column on the Accounts listing.
• Show Public Panel: Set to show if you are looking to have public account listing. This will then display the additional field with the extra details for displaying the accounts publicly.
• Show Subscription Panels: Set to show if you are looking to sell subscriptions. This will then display all the Account Subscriptions related panels for you to manage account based subscriptions.
• Show Event Panel: Select to display the Event Credits panel, essential for managing accounts when using event credits.

Fields and options:

• Accounts Report Columns: Select the columns you wish to have in the Accounts Report. These are the ones both on the screen, and included in the export.
• Default Sort: Select the column you wish to default sort on for the Accounts Report. Note that on the screen you can sort ascending and descending by most columns.
• Default Timeframe (Months): Enter the default number of months to calculate the Accounts Report on. This will include the activity from the period defined.
• Default Payment Filter: Select the default Payment Status for calculating the Account spend.
• Premium Member Security Groups: Select the Premium Member Security Groups. Account Contacts which are members of these groups are counted as Premium Members. If none are selected then this column will not be included in the Accounts Report.
• Events Product Lines: Select the Product Lines used to identify the number of Event Attendees. Each attendee must be associated with a Catalogue Item from one or more of the selected Product Lines. If none are selected then this column will not be included in the Accounts Report.
• Speakers Product Category: Select the Product Category used to identify the number of Speakers. Each speaker must be associated with a Catalogue Item from one or more of the selected Product Categories. If none are selected then this column will not be included in the Accounts Report.
• Awards Product Lines: Select the Product Lines used to identify the number of Award Attendees. Each attendee must be associated with a Catalogue Item from one or more of the selected Product Lines. If none are selected then this column will not be included in the Accounts Report.
• Judges Product Category: Select the Product Category used to identify the number of Judges. Each judge must be associated with a Catalogue Item from one or more of the selected Product Categories. If none are selected then this column will not be included in the Accounts Report.
• Minimum Event Attendees: Enter the minimum number of event attendees for accounts inclusion. If the number of event attendees is lower than this, do not include the account in the report.
• Minimum Total Spend: Enter the minimum total spend for accounts inclusion. If the total spend is lower than this, do not include the account in the report.
• Minimum Average Page Views: Enter the minimum number of average page views for accounts inclusion. If the number of average page views per current account contact is lower than this, do not include the account in the report.
• Minimum Average Points: Enter the minimum number of average points for accounts inclusion. If the number of average points per current account contact is lower than this, do not include the account in the report.

Fields and options for Client Campaigns:

• External Campaign ID: Select to set the External Campaign ID as a required field on the Client Campaign control screen.
• Message Campaign Title: Enter a title override for Message Campaigns, e.g. Newsletters.

Fields and optiosn for Design Scripts:

• Accounts Design Script: Please select Design Script for Accounts customisation.
• Contacts Design Script: Please select Design Script for Contacts customisation.
• Editions Design Script: Select Design Script for Editions customisation.

Fields and options:

• Include Members Who Have Left: Select to includes members who have left the Account that still feature in the data set within the selected timeframe.
• Report Title: Enter the default text for displaying the Report title. You can use the following placeholders - [_Account_Name_], [_Timeframe_].
• Report Header: Enter in the header for the Account Engagement Reports, each account engagement report will be topped by this header.
• Report Footer: Enter in the footer for the Account Engagement Reports, each account detail report will be tailed by this footer.
• Top 10 Premium Members Only: Select to restrict the Top 10 listing to users from the Premium Member Security Groups.
• Premium Member Security Groups: Select the Premium Member Security Groups. Account Contacts which are members of these groups are counted as Premium Members.
• Premium Member Label: Enter the Premium Member label. This will be used on the PDF report generated. If left blank the label ‘Premium member” will be used.
• Standard Member Security Groups: Select the Standard Member Security Groups. Account Contacts which are members of these groups are counted as Standard Members.
• Standard Member Label: Enter the Standard Member label. This will be used on the PDF report generated. If left blank the label ‘Standard member” will be used.
• Top 10 Users Columns: Select the columns you wish to show on the Top 10 Users' table, Note: Points is a required column and sorted on this column by default.
• Events Product Lines: Select the Product Lines used to identify the number of Event Attendees. Each attendee must be associated with a Catalogue Item from one or more of the selected Product Lines. If none are selected then this column will not be included in the Accounts Report.
• Awards Product Lines: Select the Product Lines used to identify the number of Award Attendees. Each attendee must be associated with a Catalogue Item from one or more of the selected Product Lines. If none are selected then this column will not be included in the Accounts Report.
• Speakers Product Category: Select the Product Category used to identify the number of Speakers. Each speaker must be associated with a Catalogue Item from one or more of the selected Product Categories. If none are selected then this column will not be included in the Accounts Report.
• Judges Product Category: Select the Product Category used to identify the number of Judges. Each judge must be associated with a Catalogue Item from one or more of the selected Product Categories. If none are selected then this column will not be included in the Accounts Report.
• Subscription Column: Select the columns to be shown on the Subscriptions panel on the Report.
• Message Clicks: Select to either display bot filtered or just identified message clicks. Note: the Bot Filtered option includes identified clicks.
• Include Account Logo: Select to include the Account Logo on the PDF Report.
• Text Color: Select the text colour for the PDF Report.
• Chart Color 1: Select the chart colour to customise the first 10 colours used in the charts.
• Chart Color 2: Select the chart colour to customise the first 10 colours used in the charts.
• Chart Color 3: Select the chart colour to customise the first 10 colours used in the charts.
• Chart Color 4: Select the chart colour to customise the first 10 colours used in the charts.
• Chart Color 5: Select the chart colour to customise the first 10 colours used in the charts.
• Chart Color 6: Select the chart colour to customise the first 10 colours used in the charts.
• Chart Color 7: Select the chart colour to customise the first 10 colours used in the charts.
• Chart Color 8: Select the chart colour to customise the first 10 colours used in the charts.
• Chart Color 9: Select the chart colour to customise the first 10 colours used in the charts.
• Chart Color 10: Select the chart colour to customise the first 10 colours used in the charts.
• Report Channel Groups: Select the Channel Groups you wish to include in the Account Engagement Reports.
• Report Channels: Select the Channels to be used in the Areas Accessed table. This can be used in conjunction with Channel Groups.
• Report Conversion Events: Select the Conversion Events you wish to include in the Account Engagement Reports.

Fields and Options:

Set Probability % against Opportunity Stage: Select this checkbox to combine Probability Percentage and Stage fields in Opportunities. This means you can set the Probability against each Opportunity Stage instead of having a free text field.

Stage / Label / Probability %:

You can set a new label and probability percentage for these fields.
    
1. Prospecting
2. Qualification
3. Needs Analysis
4. Value Proposition
5. Proposal / Price / Quote            
6. Negotiation / Review

7. Closed Won: (the Probability % is set to 100 by default and cannot be changed)
8. Closed: (the Probability % is set to 0 by default and cannot be changed)

9. On Hold            

Other options:

• Show Expected Start / End: Select to display the Expected Start and Expected End dates on Opportunities.
• Show Next Task: Select to display the Next Task column on the Opportunities listing.
• Show CRM Topics: Select to display the CRM Topics on Opportunities.
• Show Last Touch: Select to display Last Touch on Opportunities. This will check the Last Touch from the Key Contact and Other Contacts set against the opportunity.
• Show Conversion Events: Select to display the latest engagement from the Key Contact and Other Contacts set on the Opportunity.
• Show Cost Estimate: Select to display the Cost Estimate panel on the opportunity to enable you to calculate project costs against the opportunity.
• Show Contract: Select to display the Contract Column, will either display Yes or No. If it is Yes then you can simply click on the yes to see the contract.
• Require Document: Select to require a proposal document when the opportunity is set to closed won. This forces proposal documents to be uploaded with the opportunity, which can be essential for contract and billing as well as legal purposes.

Contracts:

• Default Payment Terms: Enter in the default payment terms for you contracts. When you add a new contract the payment terms will default be set to this value.

Conference Sponsors

• Conference Sponsor Checklist: Please enter a list of attributes required for conference sponsors. This is displayed when associating a Sponsor to an event, part of Sponsor Management.

Awards Sponsors

• Awards Sponsor Checklist: Please enter a list of attributes required for awards sponsors. This is displayed when associating a Sponsor to an event, part of Sponsor Management. 

Message Campaign:

• Open Rate Calculation: By default, we calculate the Open Rate of filtered users and do not count detected bots. This can be changed to use the Total Opens (unfiltered) value to calculate the Open Rate for each message. Note: This will only take effect for new messages and changing this will affect conversion rates.

Message Storage Time Frame

• Auto Renewal Campaign: Enter the number of months to store Auto Renewal Campaign messages. After this time, the message and associated data will be deleted.
• Newsletter: Enter the number of months to store Newsletter messages. After this time, the message and associated data will be deleted.
• Notification: Enter the number of months to store Notification messages. After this time, the message and associated data will be deleted.
• Promotional Campaign: Enter the number of months to store Promotional Campaign messages. After this time, the message and associated data will be deleted.

Note: It is advisable to set the number of months where there are a lot of data points (messages) being generated as it could impact on your site performance and may result in the need to upgrade to the next SAAS service tier. A zero means the message data is not deleted.

Unpaid Order Definition

• Exclude Order Status: Used for the Sales Leaderboard, orders where Payment Status = Awaiting Payment Confirmation / Not Paid are not included in the charts by default. Use this setting to also exclude orders by Order Status.
• Exclude Payment Status: Used for the Sales Leaderboard, orders where Payment Status = Awaiting Payment Confirmation / Not Paid are not included in the charts by default. De-select the options if you wish to include other statuses.

Order Status

You can set a new label and color for the status of an order. You can also hide the Order Status if you wish.

• Incomplete
• New
• Paid Partial
• Paid Full
• Cancelled
• Shipped Partial
• Shipped
• Completed
• On Hold
• Released for Delivery
• Back Ordered
• Pending Return
• Returned
• Partially Refunded
• Refunded
• Exported

Subscription Status Colors

Select a Color for each subscription Status:

• Active
• Active Awaiting Payment
• Active Cancel
• Active Pending
• Active Renew
• Cancelled
• Inactive Not Paid
• Lapsed < 60 Days
• Lapsed > 60 Days
• Lapsed Awaiting Renewal
• Renewed
• Suspended

Subscriptions

• Do Not Dispatch On Renewal: Select this option to copy over the Do Not Dispatch flag to its renewal subscription.
• Enable Renewal Matching: Select to enable automatic checking of previous purchases for matching Catalogue Items or Subscription Plans to process as renewals.
• Renewal Matching Criterion: For subscriptions, choose whether a future purchase should be treated as a renewal if it matches the same Catalogue Item or Subscription Plan.
• Renewal Timeframe: Select the timeframe within which a future purchase matching the same Catalogue Item or Subscription Plan will be treated as a renewal. This helps link related purchases and determines whether to send automated subscription renewal notifications.