DOC

15-0_iMIS_Web_View_Guide

By Mario Ruiz,2014-05-14 09:46
9 views 0
15-0_iMIS_Web_View_Guide

    iMIS Documentation

    iMIS Web View Guide iMIS Web View Guide

    Features and Functions Features and Functions

    Advanced Solutions International, Inc.

Copyright Notice

     Updated on 4/16/2008.

     ? 2008 Advanced Solutions International, Inc. All rights reserved.

    Updates may be made to this material and incorporated into later editions.

    Sales and Marketing Headquarters

    901 N. Pitt St., Ste. 200 | Alexandria, VA 22314 | 800.727.8682

    Center for Technical Excellence

    11044 Research Blvd., B300 | Austin, TX 78759 | 512.491.0550

    Help and Communities Notice

     Support (http://advsol.com/support) This document and the products it describes are confidential information that

    is furnished under the terms of a license agreement as Software and Customers (http://imis.com) associated documentation. They may be used and copied only in accordance Developers (http://imiscommunity.com) with the terms of the license agreement. No part may be copied, transmitted, .NET Connected Logo or reproduced in any form without written permission from Advanced Solutions

    International, Inc. (ASI). The Microsoft .NET Connected Logo indicates

    an application or service whose primary ASI and the program authors have no liability to the purchaser or any other functionality is exposed through, or is entity, except as provided in the license agreement permitting your use of this programmatically enhanced by the consumption software, with respect to any liability, loss, or damage caused, directly or of, Web services that comply with industry Web indirectly, by this software or reliance on this documentation, including but not service standards. These applications must also limited to any interruptions in service, loss of business, anticipatory profits, or be built on the .NET Framework, a component of consequential damages.

    the Windows operating system that enables the Should this document be marked Draft or describe our plans or products not use of Web services and next generation released for general sale to new customers, by reading it you agree not to use Windows applications. This certification this information for any purpose except to educate you and your organization recognizes solutions that fully support Web about the current development intentions of ASI; you agree not to rely upon service capabilities, and takes advantage of this information, even for planning purposes, since it can be changed at any the .NET Framework programming model time without any notice to you; and you agree not copy, publish, or benefits such as multi-language support, added disseminate the information in this document outside your organization security, and enhanced flexibility - benefits that without our written consent. customers will also realize. Microsoft and Trademarks the .NET Logo are trademarks, or registered

    trademarks of Microsoft Corporation in the iMIS is a registered trademark of Advanced Solutions International, Inc. United States and/or other countries. Express!, iMIS e-Series, iMIS LAN, CyberiMIS, iMIS.com, iMIS for SQL

    Server, and iMIS for SQL Express are trademarks, servicemarks, and

    designmarks of Advanced Solutions International, Inc. Also, iMIS e-X (where

    X is the name of the module, such as e-Orders) is a trademark, servicemark,

    and designmark of Advanced Solutions International, Inc. All companies and

    products mentioned herein are trademarks or registered trademarks of their

     respective owners.

    Marketing 29

    Contents

    Understanding Marketing Suite ...................... 29

    About Marketing Suite .................................... 29 Preface 5 Marketing Suite integration across iMIS .......... 32

    Documentation and Help .................................. 5 Marketing Concepts and Terms ...................... 33 Documentation conventions .............................. 5 Basic and closed-loop marketing principles ..... 33

    Terms to know: Campaign Management ......... 38

    Terms to know: Segmentation ......................... 43 Basics for Casual users 7 Terms to know: RFM Analytics ........................ 43

    Managing contacts and relationships ................ 7 Setting up Basic Campaigns .......................... 44 Creating contact records ................................... 7 Getting started: Basic campaigns .................... 44 Finding contact information................................ 8 Planning the campaign ................................... 46 Viewing additional contact information ............... 8 Defining campaigns ........................................ 49

    Defining appeals ............................................. 50 Events ............................................................ 10 Defining solicitations ....................................... 53 Registering attendees from your company ....... 10 Specifying communication efforts .................... 54

    Monitoring and measuring performance........... 59 Contacts 11 Basic campaign example: Professional

    conference .............................................. 62 Find contact .................................................... 11 Getting Started: Complex Campaigns............. 64 Finding records in Contacts ............................. 11 Setting up complex campaigns........................ 65 To find a contact in the Directory tab ................ 11 About Segmentation ....................................... 66 To find committee members in Directory .......... 12 About RFM Analytics ...................................... 77 Creating an account ....................................... 13 Example: Creating a fundraising campaign ...... 83 To create an account in Contacts .................... 13 Communications and Reporting ..................... 86 Personal information in Contacts ..................... 14 About communications tools ........................... 86 Address information in Contacts ...................... 14

    Logon and password information in Contacts ... 15 Reports for Marketing Suite ............................ 90

    Contact management ..................................... 15 Reports for Campaigns ................................... 90

    Reports for Segmentation ............................... 91 To edit records in Contacts .............................. 15

    Reports for RFM ............................................. 92 Contacts Billing (Staff only).............................. 16

    Contacts Activities ........................................... 16 Setting up Marketing Suite ............................. 93 Contacts Call logs ........................................... 17

    Contacts Change logs ..................................... 17 Setting up Campaign Management ................. 93 Contacts Orders .............................................. 18 Setting up Segmentation and RFM Analytics ... 97 Contacts Fundraising ...................................... 18 Purging inactive segmentation jobs ................. 98 User defined fields .......................................... 18 Example: Segmentation queries for RFM

    analysis ................................................... 98 Register for an event ...................................... 18 Setting up output processes .......................... 100 To register for an event in Contacts ................. 19

    Event list ......................................................... 19 Process Manager 101 Event calendar ................................................ 20

    Event search................................................... 20 Overview of Process Manager...................... 101 Add to calendar............................................... 21 Using Process Manager with iMIS Marketing

    Suite ..................................................... 101 Make a purchase ............................................ 21 Process Manager concepts ........................... 102 Searching for a product ................................... 21 Process Manager roles ................................. 102 Browsing product categories ........................... 22

    To use the Cart ............................................... 22 Using Process Manager ............................... 103

    Using projects .............................................. 103 Donations: Rapid Gift Entry 25 Using tasks .................................................. 104

    Using task communications........................... 105 Rapid Gift Entry .............................................. 25 Managing projects ........................................ 106

    Managing project communications ................ 110 Enabling web-based Rapid Gift Entry............... 25

    Setting defaults for Rapid Gift Entry ................. 25 Administering Process Manager ................... 111 Using Rapid Gift Entry ..................................... 26

    Planning the Implementation ......................... 111

    Process Manager: Set up module ................. 119

    Customizing Process Manager ...................... 123

    Examples of queries ..................................... 142 Intelligent Query Architect (IQA) 129

    Mastering IQA .............................................. 145 Understanding IQA ....................................... 129 More filter options ......................................... 145 Key Features: IQA ........................................ 129

    Task by role: IQA .......................................... 130 Administering IQA ........................................ 146 Concepts and Terms: IQA ............................. 130 Administering security for IQA ....................... 146 Understanding iMIS queries .......................... 133 Building a library of queries ........................... 147 Tour: Intelligent Query Architect..................... 133 Integrating queries throughout iMIS .............. 148

    Enabling queries on user-defined tables ........ 151 Getting started with IQA ................................ 133 Changing the global maximum for rows Accessing IQA .............................................. 133 returned ................................................ 151 Defining a query (Basic mode) ....................... 134

    Defining a query (Advanced mode) ................ 135

    Save a valid query ........................................ 140 Index 155 Developing filters .......................................... 140

    Preface

     Documentation and Help

    Current iMIS documentation (http://docs.imis.com) is available as both online content

     and printer-ready downloads.

    Server-based Help

    With the streamlining and unifying of the iMIS navigation and interface to a centralized

    server, client-based Help also transformed to a server-based format. Help resides on our webserver, so that Help files no longer reside on individual workstations or weigh down the installation executables. iMIS provides Help links relative to a base URL set in the SysConfig table.

    Live updates to Help and documentation

    The contents of the iMIS Helpsite represent the latest iMIS documentation, including

    downloadable, print-ready references; corrections and additions become available immediately.

    If your organization copies down this Help site to a local server (for customization or off-line access from iMIS), remember that you can still access the public Helpsite

    (http://docs.imis.com) from any browser.

    Note: These print-ready references contain comprehensive information and appendices on each feature set; they remain available on the Help site, so you do not have to log in to HelpNet for documentation. Only issues and materials related to Support are posted there.

    Streamlined manuals by view

    This manual set is organized around user types and the views of iMIS they see. You can

    still find comprehensive procedures and field descriptions described in the downloadable set of feature-based references, but the bound manuals offer cross-iMIS views by

    view/role, which simplifies purchasing materials for your organization. Note: If you need procedures or details beyond what you find in a user guide, refer to the Helpsite and the downloadable Reference for the feature.

    Documentation conventions

    The instructions in iMIS documentation follow these conventions:

     Boldface: An on-screen menu, option, window title, or other element that you should

    locate or select.

     Tab Name: A navigation tab in the global tab strip at the top of iMIS pages (except

    Public view).

     Button Name: A button that appears on a window.

     Keyname: Which keyboard key (such as Enter) to press.

     Key+Key: Which two keyboard keys (such as Ctrl+L) to press at the same time (press

    and hold down the first while pressing the second).

     Menu> Item: Which menu and then which submenu item to select. Select using mouse

    or keyboard: Alt, M, I.

     Quotation marks (“”) and typewriter font: Specific text to enter at the keyboard.

    Do not enter the quotation marks.

    错误?使用“开始”选项卡将 Heading 1 应用于要在此处显示的文字。 ........................................................................5

Note: The documentation might not match your product: your organization can customize iMIS, license fewer features, or limit your security access, all of which affect the

windows you see. Moreover, the documentation does not cover every window element.

6 ......................................................................................................................................................... iMIS Web View Guide

     Basics for Casual users

     Managing contacts and relationships

    You have probably heard of “CRM”, which is Customer Relationship Management. Most

    likely, all the goals you have for your organization revolve around maintaining good relationships with your customers, or members, which is the heart of CRM. In today‟s world, we use databases to keep detailed records of contact information, such as name and addresses, phone and email, history and activities. CRM software such as iMIS promises to keep all of that under control and make sure that your effort is never wasted and that you don‟t ever lose information.

    We cover some basics here. The reference documentation for Contacts (p. 11) offers

    complete details for the things you can do to manage contact data with iMIS.

     Contact records contain information about names stored in your database

    Creating contact records

    iMIS guides you through the process of creating a new account (contact), step by step.

    To enter a contact

    1 Log on to the iMIS site and select the Contacts tab.

    2 Click Create account in the left menu.

    3 Enter all required information (marked with an asterisk * ) for the new contact.

    4 Click Next.

    5 Enter the account details on page 2 of the Create account process and click Next.

    错误?使用“开始”选项卡将 Heading 1 应用于要在此处显示的文字。 ........................................................................ 7

6 The account being created, finish entering the contact information, and then click Save.

     Finding contact information

    You can look up records using the Directory tab.

     You can add a new contact, enter contact details, and view a limited set of contact data for other contacts using the Contacts tab. To add or change a record, you must use the Contacts tab.

    Tip: Use the Directory for quick look-ups only; use the Contacts tab if you need to open

    records. Based on your privileges, you can change or add the contact‟s mailing address, email address, phone, cell, or fax numbers, web site address, birth date, title, designation (such as CPA), and other information as configured.

    To update contact records

    1 Log on to the iMIS site and select the Contacts tab.

    2 Click Find contact in the left menu.

    3 Enter information (such as name or company) to find the record you want to update.

    Tip: You‟re not stuck with the default search criteria. An iMIS system administrator

    can change the Default query (/ContactManagement/DefaultSystem/Queries/FindContacts)

    to add criteria that you frequently need.

    Once you find the contact, you can change that record.

    4 Use both the left menu and the tabs to access all of the areas you may need to

    complete or change.

    5 Save the record.

    Example: Completing a name change

    Jan Gable, a member of your organization, recently got married. She calls in to request changes to her name, mailing address, and email address.

    1 First, logon to iMIS using a web browser.

    2 Click Contacts. Find contact is the default first selection.

    3 Enter the first few letters of the woman‟s last name (Ga) and first name (Ja), and

    then press Enter or click go.

    4 Select her record from the list by clicking the Select button. iMIS displays her contact

    record with the fields that you can edit.

    5 Next to Prefix, change Ms. to Mrs. with her permission. Next to Last name, change it

    from Gable to Gentry. Change her mailing address as needed and email address as

    needed.

    6 Click Save. When you see the message “Personal information has been updated” you

    can either click Log Off or go on to your next iMIS task.

    Viewing additional contact information

    Part of managing contacts is knowing what each individual has done with your organization recently and who has had contact with the person lately. The Orders, Activities,

    Call logs, and Change logs areas help you know how your current relationship is going with the contact so that you can act appropriately.

    You can assign call activities for follow up by other members in your database. You may need to double-check the contact‟s recent activity to ensure you reach an appropriate correspondence interval.

    8 ......................................................................................................................................................... iMIS Web View Guide

    As a Casual user, you can pay your outstanding dues online using the Billing link and view other members order history using the Orders link, but you‟ll find that you cannot view dues payment information or answer other billing-related questions for other contacts.

     Your organization may be collecting additional information for each contact record, and you can find that information by clicking the User defined fields link.

     To view recent activities

    1 Log on to the iMIS site and go to the Contacts tab.

     2 Enter some information about the contact you‟re interested in, and click go to search

    for the contact.

    3 Select the person‟s name by clicking the arrow button in the row with their name.

    4 Click Contact Management > Activities in the left menu.

    The contact‟s recent purchases, attendance at conferences, and other information

    appears.

    5 If the list of Activities is quite long, select a code from the Filter the activity log by list.

    To create call activities

    1 Log on to the iMIS site and go to the Contacts tab.

    2 Click Contact Management > Call logs in the left menu.

    3 To assign a task such as calling to follow up on a request, click Add.

    4 Enter a note.

    5 Select a username from the Assigned to list.

    6 In the Follow Up Date field, enter the date you‟d like for the follow-up to occur.

    7 Click Save.

    To view recent transactions

    1 Log on to the iMIS site and go to the Contacts tab.

    2 Enter some information about the contact you‟re interested in, and click go to search

    for the contact.

    3 Select the person‟s name by clicking the arrow button in the row with their name.

    4 Click Contact Management > Orders in the left menu.

    The contact‟s recent orders appear, and you can print it or confirm the payment of an

    order.

    To assign a new logon or password for a contact

    Note that you must have the contact‟s current password in order to change it for them.

    1 Log on to iMIS and go to the Contacts tab.

    2 Enter some information about the contact you‟re interested in, and click go to search

    for the contact.

    3 Select the person‟s name by clicking the arrow button in the row with their name.

    4 Click Contact Management > Logon & password in the left menu.

    If you want to create a new logon but leave the password the same, enter the new

    logon and click Save.

    If you want to change the password but keep the logon the same, enter their

    current password, and then enter the new password twice to confirm, and then

    click Save.

    错误?使用“开始”选项卡将 Heading 1 应用于要在此处显示的文字。 ....................................................................... 9

     Events

    From a large annual conference to a weekly committee meeting, iMIS is built to manage the data that helps you run events smoothly and efficiently with all the amenities that your attendees expect for their registration.

     Registering attendees from your company

    Using iMIS and a web browser, you can register yourself or others from your company according to how the meeting is set up. As a Casual user you are unable to process orders or registrations for other people. These steps describe how to register people from your same company if the event is configured to do so.

    Tip: Check the bar at the top of the page to see which contact iMIS has selected currently.

    To register someone else, first search for that name and then check the bar to make sure they‟re selected.

    To register coworkers for an event

    1 Log on to iMIS and use Find contact (left menu) to select your coworker.

    2 Select Events.

    3 From the Event list, select the Event that has a Status of Active from the list.

    4 Click the Register button.

    If there is no button, tell your iMIS administrator that the Event is not allowing

    registrations.

    5 Register the person for each of the event functions, filling in the required information

    as indicated.

    6 Click Next to go through each registration step.

    If there are sub-tabs on the Functions tab, visit them all to access all of the functions

    available for registration.

    7 Click Next on the Summary tab to review the registration and continue to the check

    out area.

    8 Click Next to enter the Payment Information.

    You can either enter a credit card number or pay with a purchase order. 9 Either enter credit card information in the form, or click the link “Would you like to pay

    with a purchase order?” and enter the Purchase Order number in that field.

    10 Click Next.

    11 Review the Shipping and Payment Information and then click Submit Order.

    An Order Summary page appears that you can print if needed.

    What if the person isn’t already in the database?

    If the registrant has no record in the database, go to Contacts > Create Account to enter one.

    Use this opportunity to make the record as complete as you can (company, address, phone, email).

    10 ........................................................................................................................................................ iMIS Web View Guide

Report this document

For any questions or suggestions please email
cust-service@docsford.com