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This application is still in development so this document will be incomplete.


Many functions in Execu/Suite Connect rely on SQL queries to generate email lists and email content. These are a couple websites that offer some examples of how to build SQL queries.
Creating a New Portal

  1. Log into http://crm.execu-tech.com and make sure you’re in EDIT mode, by checking “Edit” button at the top of the window.



  2. Click the “Host” button on the top right.



  3. Click the “Site Management” button that appears in the window.



  4. Hover over “Manage” and then click “Add New Site”.



  5. Configure New Portal
    1. Set “Site Type" to “Child”

    2. Set “Site Alias” to “crm.execu-tech.com/” followed by something simple like “cbluff” or “chena”. For example “crm.execu-tech.com/cbluff”

    3. Set “Title” to “Execu/Suite Connect Portal – “ followed by the customer name. For example: “Execu/Suite Connect Portal – Curtain Blufff”

    4. Set “Template” to ExecuSuite Connect Source”




  6. After creating the new CRM site, be sure to replace “[Insert Name Here] on the home page with the actual customer name. Do this by hovering over “Manage” on the title then clicking “Settings”. Change the “Module Title” field.


 
Each customer will get their own portal. This allows them to manage their own emails without interfering with other customers. The portal will be generated as a child to http://crm.execu-tech.com. For example, ExecuSuite Hotel would be given a portal of http://crm.execu-tech.com/execusuitehotel. This URL will be used by both us and the customer to access their email campaigns. 



Default Campaign Settings (Until these settings are saved, you will receive an error when you run a campaign)

Unless the customer has provided their own POP3 and SMTP credentials, we will be relaying the emails for them. Emails will come from connect@execu-tech.com. 

Before you can send an email, you must enter the POP3 and SMTP credentials. You access it by clicking “Campaign Manager” then hover over the “Manage” button then click “Control Panel”.
 


The following image shows the default POP3 and SMTP settings to use:


  
The next few images show additional default portal settings.








  

 
Campaign Manager  > Recipients


The recipients list is how you will determine who receives this campaign email. There are two parts to the recipients list. 

  1. Fixed List: This is a list of email addresses that will receive a copy of this email regardless of any other parameters you set. The email received by these addresses may not be complete if the body relies on information specific to a particular reservation. Fixed lists can be used to send an email to an admin address just so you know the email campaign was run. This might be helpful for sales emails or when sending an internal email containing database information like all reservations, email addresses guests from Atlanta, etc.
  2. Custom To List: This list generated from an SQL query. Each email campaign is a little different, and because of this, you might want to limit which guests receive these emails. 
    1. When sending an email to gusts who stayed over the July 4th weekend, so you’ll create an SQL query that selects guests who stayed during this time. 
      Select Email from crmDatabase.dbo.reservations Where Email <> '' and ReservationType = 'R' and datediff(day, '07/04/2012',ArrivalDate) >= 0 and datediff(day, '07/04/2012', DepartureDate) <= 0

    2. When sending a check-in reminder, you might want to select all guests whose arrival date is 3 days from today. 
      Select Email from crmDatabase.dbo.reservations Where Email <> '' and ReservationType = 'R' and datediff(day, GetDate(), ArrivalDate) = 3 

    3. When sending a ‘Thank You’ email, you might want to select all guests who checked out yesterday.
      Select Email crmDatabase.dbo.reservations Where Email <> '' and ReservationType = 'R' and datediff(day, GetDate(), DepartureDate) = -1 







Article ID
 connect_install
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Last Modified
 10/28/2013 4:58 PM