Settings

Learn more about additional settings in SALESmanago. From the articles below you can learn to use the system efficiently.


WEBSITE MONITORING

Monitoring code, pasted correctly, is necessary to start tracking contacts and use automation processes.

First steps with SALESmanago
Contact monitoring – principles of operation and scope of collected data
Monitoring code integration
How to add a monitoring code to WordPress
How to add a monitoring code to Joomla!
Making sure your monitoring code works correctly

BASIC SETTINGS

Basic settings can be found in Menu -> Settings.

Basic contact scoring
Adding system tags
Importing and assigning your own discount coupons
Additional security settings – setting access to the account ­security settings
Weekly reports on contact behavior

ADMINISTRATION

With the unlimited number of users marketing and sales teams will be able to cooperate more effectively.

Managing user accounts at a glance
Sharing data between accounts
Assigning user tasks to contacts

SENT EMAILS SETTINGS

Additional settings you may find useful to in the sent messages configuration.

Email server configuration
Proxy mode
Email and SMS settings
Setting for emails triggered by automation rules
UTM tracking
Adding inline images in templates
Setting up a proxy email account – Microsoft Outlook

DATA SOURCES
Connect an external data source which includes information about products and services, which can be found on your website and take advantage of the possibilities available with SALESmanago.

XML – the possibilities of using and technical requirements
Adding XML file to the system

ADDITIONAL INFORMATION

Account creator
Opt-in / Opt-out callback
Dictionaries
Ending your session with SALESmanago

 

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