User guide

From LoopFuse Wiki

Welcome to the LoopFuse One View User Guide!

With the exception of the QuickStart section, this document is organized on a per-module basis. If there is a particular topic that you need addressed, please use our user-to-user forums or browse the Frequently Asked Questions.

• QuickStart (Login/Configure)
  • Logging In
  • Navigation
  • On-Screen Contextual Help
  • Navigating the Modules
    • Module SubNavigation
  • WebSite Integration
  • Personal Preferences
• Marketing Dashboard
• Administration/Configuration
  • WebSite Integration
    • Configuring Analytics Tracking
    • Configuring Lead Capture
    • Configuring Download Tracking
  • CRM Integration
    • Why Configure a CRM?
    • SalesForce.com Integration
    • CentricCRM Integration
    • SugarCRM Integration
  • LoopFuse Fields
  • Scheduled Tasks
  • User and Group Management
  • Approved Domains
• Web Analytics
  • Web Analytics & Reporting Overview
  • Viewing Analytics Data
  • Searching for an Organization
    • Organization View
  • Generating Reports
    • Scheduling Email Reports
• Lead Capture
  • Creating Lead Capture Forms
    • Auto-Generating HTML
  • Automated Form Creation
• List Generation and CRM Export
  • Creating Lists
    • Defining Data Segmentation Criteria
    • Scheduling List Generation and CRM Export
  • Importing Lists
  • Viewing List Members
• Lead Scoring
  • Creating Lead Scoring Profiles
    • Hit Profiles
    • Registration Profiles
• Campaign Management
  • E-mail Campaigns
    • Create E-mail Campaign
    • HTML Editor
    • Text Message
    • Email Personalization
    • Schedule Campaign Launch Time
    • E-mail Campaign Analytics
• Lead DashBoard
  • Profile Score
  • Visitor Information
  • Analytics
  • Web Form Registrations
  • Opportunity Information
  • Campaign Analytics
• Lead Nurturing
  • Creating LeadFlows
  • LeadFlow Nodes
    • Conditional Nodes
    • Activity Nodes
    • Pause Nodes
    • Retry Nodes
    • LeadFlow structure
  • Running LeadFlows
  • LeadFlow Reporting
• My Account
  • Upgrading From Trial
  • Upgrading/Downgrading Your Account
  • Updating Billing Details
• Frequently Asked Questions