Swiftpage for Sage CRM
Unless otherwise noted, all help is for Sage CRM 6.1 and 6.2. Swiftpage for Sage CRM is not supported with an Oracle background.
Support: Swiftpage for Sage CRM
General Swiftpage for Sage CRM
The Guide: Swiftpage for Sage CRM
Using the Swiftpage Connect Portal
Integration Features and Functionality
Account Management
Managing Your Account Service Level
Changing Your Email Send Limit
Download & Installation
Installation and Account Setup
Swiftpage for Sage CRM Account Setup
Swiftpage Editor
Understanding the Basic Editor
Understanding the Advanced Editor
Swiftpage Recommended Image Program
Template Manager
Basic Editor
The First Step to Your First Email
How to Create an Email Template
Swiftpage Recommended Image Program
Reply Email Addresses Within the Email
Advanced Editor
Designing HTML Emails for the Editor
Creating a Reply Email Address
Sending Email Blasts
Reports and Results
Retrieving Email Blast Results
Accessing Reports and Call Lists
Viewing Email Results and Reports
How to Access/View Swiftpage Reports
How to Get Your Results into Sage CRM
Surveys and Webforms
Survey Background Pages- Basic Editor
Survey Background Pages- Advanced Editor
Advanced versus Limited Surveys
AutoResponder - How to Set Up Your Own
Call List
Viewing and Editing Call Lists Online
Swiftpage Legacy Editor
The First Step to Your First Email
Share Templates with
Different Accounts
Share Templates within
Your Account
Designing HTML Emails for the Editor
Swiftpage Recommended Image Program
Drip Marketing - Building Your First Campaign
Using Swiftpage Drip Marketing
Using the Campaign Sequence Manager
Creating Your First Campaign- Instructional
Creating Your First Campaign- Philosophical
Understanding the Sequence Manager
How to Copy a Drip Marketing Sequence
Autoresponder - How to Set Up Your Own
Drip Marketing - Types
Creating an Anchor Date Campaign
Creating a Duration Campaign Sequence
Drip Marketing - Stages
Drip Marketing - Call List Stage
Drip Marketing - Postcard Stage
Drip Marketing - Telemarketing Stage
Drip Marketing - Transfer Stage
Drip Marketing - Call List Stage
Drip Marketing - Postcard Stage
Drip Marketing - Telemarketing Stage
Drip Marketing - Transfer Stage
Drip Marketing - Logic-Based Filters
Using Logic-Based Filtering with SalesLogix
Drip Marketing - Service Overviews
Features of Silver Drip Marketing
Benefits of Silver Drip Marketing
Features of Gold Drip Marketing
Benefits of Gold Drip Marketing
Features of Platinum Drip Marketing
Benefits of Platinum Drip Marketing
Features of Silver Drip Marketing
Benefits of Silver Drip Marketing
Features of Gold Drip Marketing
Benefits of Gold Drip Marketing
Features of Platinum Drip Marketing
Benefits of Platinum Drip Marketing
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