UserGuide:QuickStart
From LoopFuse Wiki
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Logging In
Whether you're using LoopFuse On-Demand or On-Premise, the login screen you are presented with, is the same.
Terminology:
- LoopFuse On-Demand: Our LoopFuse hosted enviroment accessible at https://www.loopfuse.net
- LoopFuse On-Premise: LoopFuse installed in-house, whether by our Open Source Download or a purchased commercial license.
LoopFuse On-Demand
Upon successful registration, you should have received an email with your login credentials. If you did not, please contact LoopFuse Support for help.
- Navigate to https://www.loopfuse.net
- Enter in your email address and password
Upon successful login, you will be presented with the main LoopFuse dashboard.
LoopFuse On-Premise
Upon successful installation, your system administrator should have supplied you with your login credentials. [On the Open Source installation, the default login credentials are admin/admin]
- Navigate to the LoopFuse installation on your network or local machine (defaults to http://localhost:8080)
- Enter in your username and password (Default: admin/admin)
Navigation
It is important you understand the intuitive and user-friendly aspects of navigating the LoopFuse system, before you use it. In this section, you will find information on common navigation techniques used throughout the system.
On-Screen Contextual Help
Contextual help is provided across the entire LoopFuse system. You can access the help content by clicking this icon (
) at the top of the content page. You can hide the help content, by clicking the icon again.
Your settings for contextual help are remembered. That is, once you toggle the help system, it will remain in show or hide mode whenever you login.
At the bottom-right of each help window, are links to the LoopFuse message boards and knowledge base. We ask that you visit the message boards frequently for discussions that may affect your use of the system, and best practice talks.
Navigating the Modules
The main navigation structure provided is module-specific. That is, all major sections of the suite are accessible by one-click from the main navigation bar. All modules are identifiable by a generally-used set of icons. Clicking on an icon, while in the system, will take you to the main page for that module.
Icons Defined:
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Web Analytics View your website(s) historical hit traffic, other vital metrics, and export or automate email reports. [more] |
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Forms & Lead Capture Manage your web-capture forms for processing incoming leads. [more] |
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List Generation & Import Create lead lists for data segmentation and exporting to your CRM. [more] |
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Lead Scoring Define profiles for automated lead scoring. [more] |
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Email & Internet Campaigns Create email, internet, and traditional campaigns, and track their performance. [more] |
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Administration Dashboard Manage and configure the entire LoopFuse One View system. [more] |
Module SubNavigation
Most major sections of the LoopFuse system have sub-navigation available to them. Subnavigation appears at the top of the content page, under the header, like so:
In the above example, we can see we are in the Administration section, and all the available sub-sections are one click away to us.
WebSite Integration
To enable LoopFuse to track web analytics data and capture leads from your web forms, you will need to make some minor changes to your website.
Upon initial login, you should be presented with an information box, instructing you on how to achieve website integration:
For instructions on how to integrate your website, follow the link in the QuickStart Help box.
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Personal Preferences
Your personal preferences are accessible, by clicking on the My Profile link on the top-right of any page.
From this screen, you can:
- Modify your personal information (Modifying your email will NOT change your login username)
- Change your password.
- Modify your personal system preferences:
- Email per form registration: Whether you would like to receive an email for every form registration.
- Receive E-mail per lead activity: If checked, you will receive an e-mail for activity tracked for leads that you have been assigned.
