What is Covered
in Each Step?

Help #1:

- Basics of SwiftPage Email

- How to send a SwiftPage Email campaign in 5 Steps

- How to access online reporting for instant results

Help #2:

- Understanding Scores and how to bring that data back in to SalesLogix

- Creating a SwiftPage Call List from Score Data

Help #3:

- Bring survey data into SalesLogix

- Create a group from survey data to call, email, etc.

 

 
SwiftPage Email Process

There are steps you need to take in order to experience the full functionality of SwiftPage Email for SalesLogix, click on the links below to view.
 

#1: Main Menu & How to Send a SwiftPage Email Campaign
This help guide will show you how to send an email campaign to your recipients within SalesLogix. Will also show how to access online reporting for instant open-click data. Also, how to use SwiftPage Email in conjunction with SalesLogix (V6.2.3) Campaigns.

#2: Help: Get Scores & Create a SwiftPage Call List

After email campaign is sent to your recipients, each open and click-through will generate a score for each email recipient, based on the level of interest from by the score. Create a SwiftPage Call List for each sales person, increasing closing ratio and sales productivity.

 
#3: Help: Bring Survey Data Back Into SalesLogix

If you use the survey feature within SwiftPage Email, this Help guide will show you how to bring survey data repsonses back to the SalesLogix database.


 

SwiftPage Email Toll-Free: (877) 228-8377
International Callers: +1 (303) 978-1000