How do I add leads/contacts on the fly to Genius List
1. Add new leads/contacts when creating an individual e-mail by clicking on the “Add New Contact” button. 2. A fill-in box will appear where you can include a lead/contact’s contact information. 3....
View ArticleHow do I re-schedule an email to be sent at a later date?
Follow the steps below to re-schedule a scheduled email: 1. Select “E-mail” > “Scheduled E-mail” in the main menu. 2. Find your email under the “Scheduled E-mail” tab. 3. Click the “Reschedule”...
View ArticleViewing and Changing Genius Account Preferences
View or change your account information here. Your physical mailing address information is required for e-mails to a certain number of recipients. See the web domains that you have permission to track,...
View ArticleHow do you send a quick, individual email?
If you are a Marketing user and want to create an individual email, select “E-mail” > “Create Individual E-mail” from the main menu. This will open the email editor, where you can create and send a...
View ArticleHow do I copy and paste HTML code into my email?
If you want to use pre-designed HTML content for your e-mail, select either “Paste Raw HTML” at the bottom of the page or “Source” in the Genius editor tools section. Simply paste in your HTML in the...
View ArticleHow do I create a Genius List?
1. Click on “Leads/Contacts” from the main menu, and select “Genius Lists.” This will launch a page which displays detailed information on your Genius Lists and allows you to perform management tasks,...
View ArticleHow do I add or edit labels?
Use labels to help you group and search for your leads/contacts, e-mails and lead/contact visits. Your current list of labels appears in the list on this page. When you select a label, the interface...
View ArticleSelecting and Managing E-Mail Recipients
When you begin your e-mail campaign, Genius lets you select and manage your recipients. Targeting the right segment lets marketers send relevant messages, driving increased response rates and higher...
View ArticleWhat is a conversion event?
Conversion Events are a special part of your workflow that let users specify lead/contact qualifying behavior which merits converting a campaign member out of the workflow. Conversion Events have their...
View ArticleHow do I change the activity type in SFDC for Genius Emails?
When Genius activities are logged in salesforce, the type, by default, is “Call”. If you have SFDC Enterprise edition, this and they want the activity type to be something different, this can be done...
View ArticleWhy have Conversion Events been renamed to Real-Time Triggers?
Conversion Events have been renamed to Real-Time Triggers in order to avoid confusion for Salesforce.com customers. Conversion Events have nothing to do with the Salesforce process of converting Leads...
View ArticleWhat is a “Wait Until Day of Week” workflow trigger?
The Wait Until Day of Week trigger is similar to the Wait Until Date trigger, except instead of entering a specific date on which the trigger is to execute, you enter the day of week. The trigger will...
View ArticleHow do you split a list?
A list can be split by using a Genius List for A/B Testing. In the listing of Genius Lists at Lead/Contacts->Genius Lists, you will find a link to “Split List” link. Clicking the link will give you...
View ArticleWhat are Business Intelligence (Good Data) Reports?
Genius Business intelligence, powered by GooodData, are pre-built dashboard reports included free of charge to all paying Genius customers. These reports can be accessed under the Reports...
View ArticleHow can I remove Genius activity from Salesforce Chatter?
Change the Genius sync user to a person or account they are not following via Chatter. Please contact your CSM or Genius Support for assistance.
View ArticleWhat is LeadRocket?
LeadRocket is Genius’ new all-in-one sales application that will eventually replace the Genius Tracker. LeadRocket allows you to: Track social posts and monitor conversations across LinkedIn, Twitter,...
View ArticleWhat are the Genius pre-installation requirements for Salesforce?
The Pre-installation Requirements Document describes both the Salesforce.com application requirements and the necessary setup steps that will allow the Genius data center to access your Salesforce.com...
View ArticleHow do I connect Genius with Salesforce?
The Genius/Salesforce Connection Set Up document describes how to connect your Salesforce system to the Genius system. There are two steps: connecting the two systems via a Genius wizard followed by...
View ArticleHow do I white list Genius in the Exchange Server?
In order to ensure access to Genius’ services and delivery of Genius e-mail, you may need to explicitly allow access to the following Internet servers in your firewall, security, and/or junk e-mail...
View ArticleWhat is Genius Return Visit Tracking and how do I set it up?
Genius Return Visit (Genius Site) is an advanced feature that lets you track customer return visits to your web site. When a Genius e-mail recipient clicks on a link, Genius will alert the Tracker of...
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