Year: 2019

List is the group of people belonging to modules of sales like Accounts, Leads and Contacts who are your target for the Campaign. You can create your own list to carry out the Campaign.

Further you can filter your List by setting up criteria to create your Segment for the corresponding List. You can create different combinations of criteria to create many Segments under a List. When creating a Campaign, you can select Segments and Lists to Target your desired group of people.

Campaign can be edited by clicking on the link in the Campaign Details page. You can also click on the icon from the Campaign Listing page to edit the campaign.

• • The name section is mandatory to fill.
  • You can change the campaign type by clicking on for other options.
  • You can edit the expected response rate of the campaign.
  • You can change the Start Date and End Date through the calendar that pops up on clicking on the existing date. For example –

• You can edit the description of the campaign.
• You can change the currency by clicking on . You can also change the existing budget amount.
• Total Cost shows the total figure of all broadcast cost.
• You can edit the revenue amount expected from the campaign.
• Click on to complete editing the campaign. Click on if you do not want to apply the new changes to the campaign.

As an administrator you can exercise greater control over user access to ensure security of your data in ConvergeHub. You can define security levels from Security Setting link  available under Administration setup section.

• You can redefine Session Time Out value to stay logged in to your ConvergeHub account.
• You can define the number of Invalid Login Attempts allowed. After that the software will prevent you from logging in. This can be used as a protection against hacking.
• Set the time in Lockout Reset Period after which the user will be allowed to login again after failed attempts.
• Define the duration for which the Password Validity Link will remain active. After that period the user will have to regenerate the request.
• MFA Authentication is a security system that requires multiple methods of authentication (Email, Phone) to verify a user’s identity. It adds an extra layer of security beyond just a username and password.
• When the checkbox is checked, the system will stop sending email notifications to users when they are Assigned To any lead.
• Clicking on the  button will save the security settings made. Clicking on will nullify the process.

ConvergeHub offers role based security that allows you to define and restrict data access for different users.
The link to role is available in the left hand panel under Administration Setup section.

Role Listing
All the Roles created are listed under the listing page.

• You can perform a quick search by inputting a keyword in the search field.
• By clicking on the check boxes, you can select multiple roles together and mass update them.
• You can export Roles (in either PDF or Excel format) by selecting the check boxes beside them and then clicking on the respective icons. You can also mass delete roles by clicking on icon.
• You can set the number of rows to be displayed in the Role listing page by clicking on the Show drop down option.
• You can edit or delete a role by hovering the mouse on it and clicking on the respective options.
• You can customize the listing page view by making mouse hover on [image] and then selecting the required fields you want to display.
• New Roles can be added directly to the listing page by clicking on [image] button.
• You can select either of the two types of views for the listing page – column view [image] or row view [image].

Role Details
Role Details can be viewed and changed from the details page.

• You can edit the role by clicking on the edit option.
• The Details page contains the name and description pertaining to the role.
• The status of the role is displayed.
• You can control and set the access rights of all your users, in relation to different CRM modules such as Accounts, Cases, Contacts, Deals, Events, Library, Payments, Products, Quotes, Reports, Targets and so on. The permissions available for each CRM module are – Access, Delete, Edit, Export, Import, List and View. Depending on the users’ role within the organization, you can set the following privileges for each permission:
  • Enable: Setting ‘enable’ means you allow the user to have access to that particular module or have the right to perform the related activity.
  • Disable: Setting ‘disable’ means you disallow the user to have any access to that particular module or any right to perform the related activity.
  • Not Set: This is a default setting which allows complete access to the user to all the CRM modules and permissions.
  • All: Setting ‘all’ means you allow the user to access the data of all other users and execute the related activities over it.
  • Owner: Setting ‘owner’ means you allow the user to only access his/her own created data and perform any activity over it.
  • Team: Setting ‘team’ means you allow the user to access the data of his/her team and perform any activity over it.
  • None: Setting ‘none’ means you prevent the user to have any access over any CRM data.
• You can view and add more users to the roles section.
  
• Clicking on will apply the changes made under Access Details and Users tab.
• Clicking on will take you to the previous page.
• You can copy the role by clicking on the Action drop down option.
  

Add Roles
New roles can be defined under your ConvergeHub account. Create new roles by clicking on button in the role listing page.

• The Name field is mandatory for creating role and therefore, can’t be left empty.
• Add description to the role.
• Set the status of the role as Active or Inactive depending on your requirement.
• After creating the role, click on Save to complete the process. Or else, click on Cancel to stop the creation of the role.

Edit Roles
You can edit the role from the role listing page by clicking on icon or role details page by clicking on the link.

• You can edit the name of the role. Name field is mandatory and therefore, can’t be left empty.
• Edit description of the role.
• Edit the status of the role as Active or Inactive depending on your requirement.
• After editing the role, click on Save to complete the process. Or else, click on Cancel to stop the editing of the role.

A broadcast can be edited as per the requirements of the organization.However, users need to understand a few things before they proceed to edit any broadcast. A broadcast has 3 status:

• Completed – Broadcast that has been delivered cannot be edited.
• Scheduled – Broadcast that is scheduled to get delivered at a later date/time can be edited.
• Draft – Broadcast that exists as a draft in the CRM system can be edited.

• You can click on the check-box to select one or multiple broadcast for mass update.
• You can edit a single broadcast by clicking on icon.
• You can delete a broadcast by clicking on .
• You can choose the display pattern (column view or row view) of the broadcast listing by clicking on either of the options.
• Broadcast Listing fields can be customized by making mouse hover on and then selecting the fields you want to display.

Stages of editing a broadcast

Once you click on a broadcast to edit, the broadcast detail page will open. Editing a broadcast has 5 stages, similar to creation of a new broadcast.

1. General:

• Change the name section which is mandatory to fill.
• Set the cost of the broadcast.
• Choose the broadcast medium by clicking on the drop down menu for different options.
• Set the response percentage that you expect from the corresponding broadcast.
• Click on the option to proceed to the next field.
• Click on to stop the editing of the broadcast and the incomplete broadcast will be saved with status Draft.

2. List:

• Search any List by putting your required keyword in the Search field and then hitting .
• Create a new list by clicking on the .
• Select different lists/segments by clicking on the besides the respective option.
• view subscribers of an existing List by clicking on the link that pops up when you hover the cursor on any list/segment name. You also get the View Subscribers link when you hover the cursor on the number of subscribers option. Example – .
• Add subscribers to an existing List by clicking on the link that pops up when you hover the mouse on any list name. You can select accounts/leads/contacts by clicking on . You can create new accounts/leads/contacts and add them to the list by clicking on .
• Filter your List by adding a Segment through link. You can also edit a Segment by making your mouse hover on the corresponding Segment and then clicking on the edit link.

Once you have edited the list for the broadcast, click on the option to save the List and move to the Template Tab.

3. Template:

• Edit the subject of the e-mail.
• Choose the group recipient of the e-mail by clicking on the drop down option.
• Choose the text in which you would like to address the mail recipients by clicking on the drop down option.
• Once you have edited the group recipient and the text, click on to apply these on the e-mail.
• Select any position in the e-mail and Click on to include it.
• Click on the drop down option to choose among the different templates. . Once you have set the template for the broadcast, click on the option.

Click to stop the application of the template.

4. Preview & Test

• Name and e-mail fields are mandatory to fill.
• Choose the type of template preview by clicking on either
• Send a test mail before you deliver the e-mail to the targeted recipients.

5. Schedule Delivery:

• Clicking on the two check boxes are mandatory.
• Set the delivery of the broadcast either immediately or in a future day. When you select future day, choose the date from the calendar that pops up.
• You can select the time from the drop down option.
• Once you have set the time and date, click on . If you do not want to go ahead with the broadcast, click

You can define Password Policies from the Administration Setup of your ConvergeHub user account. The link to Password Policies  is available under the Administration Setup of your Account Setting page.

From this section you can define various attributes related to password.

• You can set the password expiry days from here. Users have to change the password after the expiry of the set no of days.
• Whether or not the password should contain a number can be defined through this field.
• Whether or not the password should contain a capital letter can be defined through this field.
• Whether or not the password should contain special characters can be defined through this field.
• The password minimum and maximum length can be defined here.
• Clicking on the  button will save the password policy settings. Clicking on will nullify the process.

A new campaign can be created by clicking on the link in the left column or by clicking on tab in the upper right corner of the campaign listing page. A Create Campaign page will open up containing the necessary fields to be filled.

• The name section is mandatory to fill.
• You can set the campaign type by clicking on drop down option. Some options for campaign type include Advertisement, Public Relation and Seminar/Conference etc.
• Expected Response field allows you to set the response figure in percentage.
• You can change the Start Date and End Date through the calendar that pops up on clicking on any of the date fields. For example –



• The description field allows you to write a few sentences about the campaign.
• You can set the currency by clicking on drop down option. Once the currency is set, you can fill in the estimated budget. For example –



• Total Cost shows the collective figure of all broadcast cost. This field will automatically get filled in after you input the broadcast cost.
• You can set the revenue that you expect to gain from the campaign.
• You are required to click on the option to proceed to the Broadcast section.
• You can click on Cancel to stop the creation of the campaign.

The type of broadcast medium chosen for a campaign plays a crucial role. Ideally, the broadcast medium should be chosen considering the target audience, budget and expected response from the campaign. Right selection of the broadcast medium can make the campaign a quick success and yield the expected results.

• The name section is mandatory to fill.
• Set the response percentage that you expect from the broadcast.
• Set the revenue that you expect from the broadcast.
• Provide the Google code here if you want to track the campaign results through Google Analytic.
• Choose the broadcast medium by clicking on the drop down menu.
• Set the budgeted cost that you have allotted for the broadcast.
• Once the broadcast is over, fill in the actual cost spent.
• Click on the option to proceed to the next tab. Or else, click on to stop the creation of the broadcast and the incomplete broadcast will be saved with status Draft.

Lists
This is the second stage of broadcast creation. Here, you can select, edit and create new lists who will be the target audience for the broadcast campaign.

• You can search any List by putting your required keyword in the Search field and then hitting
• You can also create a new list by clicking on the
• You can select different lists/segments by clicking on the besides the respective option.
• You can view subscribers of an existing List by clicking on the link that pops up when you hover the cursor on any list/segment name.
• You can add subscribers to an existing List by clicking on the link that pops up when you hover the cursor on any list name. You can select targets/accounts/leads/contacts by clicking on . You can create new targets/accounts/leads/contacts and add them to the list by clicking on .
• You can further filter your List by adding a Segment through link. You can also edit a Segment by making your cursor hover on the corresponding Segment and then clicking on the edit link.

Once you have set the list for the broadcast, click on the option to save the List and move to the Template Tab.

Template
This is the third stage of broadcast creation. Here, you can choose the type of template required for sending the broadcast. The below-given screenshot explains the process of choosing a template for email broadcast.

• You are required to add subject of the e-mail in this field.
• You can choose the module from the Select Module drop down option.
• Once you have selected the group recipient and the text, click on to apply these on the e-mail.
• Select any position in the e-mail and Click on to include it.

Once you have set the template for the broadcast, click on the option.
Click to stop the application of the template.

Preview & Test
This is the fourth stage of the broadcast creation. Here, you can preview the entire broadcast before you send it.

• Name and e-mail fields are mandatory to fill.
• You can choose the type of template preview by clicking on either
• You can send a test mail before you deliver the e-mail to the targeted recipients.

Schedule Delivery
This is the final stage of broadcast creation. Here, you just need to set the delivery date and time of the broadcast.

• • Clicking on the two check boxes are mandatory.
  • You can set the delivery of the broadcast either immediately or in a future day. When you select future day, you can choose the date from the calendar that pops up.

You can select the time from the drop down option.

• Once you have set the time and date, click on . If you do not want to go ahead with the broadcast, click

You can get an overview of all the campaigns in the campaign listing page. Name of the campaign, campaign type, budget, start date and end date are all mentioned here.. New campaign can be added to the Campaign Listing page either by clicking on link in the left column or by clicking on tab in the upper right corner of the campaign listing page.

• • You can carry out a quick search of different campaigns by putting keywords in the field.
  • You can carry out an advanced search of the different campaigns by filling in the various search criteria. The search criteria will open up once you click on the link.

• • You can save the criteria that you put in the Advanced Search option. The criteria you save will be available on the drop down. Doing this will prevent you from typing in the same criteria repetitively.
  • You can click on the check-box to select one or multiple campaigns for mass delete.
  • The campaigns can be added to your favorites by clicking on icon.
  • You can delete one/multiple campaigns by clicking on icon.
  • You can set the number of rows to be displayed on the page by clicking on the show drop down.
  • You can mass delete the campaigns by clicking on the Action drop down. (Please note you need to select the check boxes besides the campaigns to mass delete them).
  • You can choose the display pattern (column view or row view) of the campaign listing by clicking on either of the options.
  • Campaign Listing fields can be customized by making mouse hover on and then selecting the fields you want to display.

• You can edit or delete a campaign by hovering the mouse on it.

Sales Tools is an integral part of the sales process which is framed for the successful conversion of the lead to a customer. Once the sales tools are created within a sales process, the concerned sales executive needs to use that in order to nurture a lead and move it steadily towards the end of the pipeline.

ConvergeHub allows users to create sales tools in the form of:

• Checklist
• Conversation Guide
• Status.

To know in details about the functionality of these three types of sales tools and how they can be created, click here.

Mail to ConvergeHub is a newly-introduced functionality in the application. It empowers the admin users to record all the emails that they send from within the CRM. This immensely benefits in streamlining records and making further business communications prompt and contextual.

To know more about Mail to ConvergeHub functionality and the procedure of using it, click here.

ConvergeHub lets users safely store and share crucial business collaterals within its repository. This ensures an easy and quick access to the important documents from practically any location and time.

To know more about the ConvergeHub Library section and how it is used, click here.