VEM Reports
VEM offers basic drillldown analysis reports for quick and normal email
activities. These may be accessed currently via the Workplace Reports and are
available to all users. This visibility may be customised by changing the top
level reports from organization-wide to personal and then sharing the report
with individuals or teams as appropriate.
Sitemap - VEM Section
This section appears after the Marketing section and shows a 'dashboard' report
together with access to setting up Scheduled Email Sendings and Email Links, You
can also see a deep view of Email Clicks and List Subscriptions generated by
recipients. Likewise associated views appear for these latter entities under
related entities like recipients (accounts, contacts and leads), marketing lists
and email links.
ISV Configuration
The VEM User role includes ISV Config viewing, but as this privilege may be
assigned anyway all actions on VEM introduced buttons and menu items are first
specifically verified against this role.
VEM Template Editor - this button is placed on the templates grid toolbar. For
VEM Users it opens the VEM enhanced template editor, for others it opens the
standard template editor.
Start VEM Processing Workflow - this menu item may be found on the grid toolbar
of quick and normal campaigns and also campaign activities. For VEM Users it
creates a new instance of the VEM Processor Workflow that retrieves and sends
the oldest batch of draft emails awaiting the VEM delay-send scheduler - it
expedites this process. The parameters of this batch are determined in the
workflow activity. For others it simply refreshes the grid.
System Entity Form Customizations
The primary entity used by VEM is email and the VEM onload handler, after
checking whether a VEM User switches the visibility of VEM custom attribute
fields depending on context. These fields are generally visible in the forms
shown in the email quick campaign and the distribute email campaign activity.
Certain email views may be further user-customized to utilise VEM custom
attributes such as Last Read, Read Count, Response Type (undefined, delivery
status notification, out-of-office, response).
The VEM Dynamic List feature allows periodic synchronisation of the list to a
predetermined view constructed in Advanced Find, which is gated by specific
negative list subscriptions created by recipients themselves. This feature
utilises a VEM custom workflow and adds Dynamic View and Last Sync'd fields to
the marketing list form for VEM Users.
VEM User Role
Apart from System Adminstrators, access to VEM's features and facilities can
mostly be controlled by assigning this role to users. It is intended to provide
the minimum set of privileges to allow use of VEM.
|
