microsoft dynamics platform...

Microsoft Dynamics Platform

Documentation

Microsoft Dynamics Platform Documentation

1 © 2016 InsideSales.com

TABLE OF CONTENTS

Microsoft Dynamics Platform Documentation ............................................................... 0

Table of Contents ....................................................................................................... 1

PowerDialer for Microsoft Dynamics Specifications ...................................................... 5

Microsoft Dynamics Requirements .............................................................................. 6

Edition requirements ................................................................................................. 6

License Requirements ................................................................................................ 6

End User System Requirements ................................................................................... 8

End User System Requirements ................................................................................ 8

Browser Requirements .............................................................................................. 8

Phone System Requirement........................................................................................ 10

Phone System Requirements .................................................................................. 10

Phone Number Formatting Requirements ............................................................ 11

Supported Locales ........................................................................................................ 12

Product Limitations ...................................................................................................... 13

PowerDialer for Microsoft Dynamics Configuration .................................................... 15

Dialer Panel ................................................................................................................... 16

Dialer Panel Overview .............................................................................................. 16

Click-to-Call Dialer Panel - Call Results ................................................................... 16

PowerDialer User Management ..................................................................................... 19

Managing Users ............................................................................................................ 20

Manage users Overview ........................................................................................... 20

Adding Users ............................................................................................................. 20

Editing Users ............................................................................................................. 21

Permission groups ....................................................................................................... 23



Permission Group Overview .................................................................................... 23

PowerDialer Dialing Lists ................................................................................................. 24

Seek Lists ....................................................................................................................... 25

Seek List Overview .................................................................................................... 25

Creating Seek Lists .................................................................................................... 25

Configuring Main Seek List Settings ........................................................................ 26

Creating Priority Schedule Rules ............................................................................. 27

Configuring Priority Schedule Rules ....................................................................... 28

NeuralView for Microsoft Dynamics Specifications ...................................................... 32

CRM Requirements ...................................................................................................... 33

Microsoft Dynamics Requirements ........................................................................ 33

Objects and Fields .................................................................................................... 33

System Requirements .................................................................................................. 35

End User System Requirements .............................................................................. 35

Browser Requirements ............................................................................................ 35

Product Limits ............................................................................................................... 37

Supported Locales ........................................................................................................ 38

NeuralView Configuration Guide .................................................................................... 39

NeuralView Seek List .................................................................................................... 40

Neuralview seek list overview ................................................................................. 40

creating a seek list for Neuralview .......................................................................... 40

configure Schedule Rules ......................................................................................... 41

Vision Product Specifications .......................................................................................... 43

Vision Configurations ................................................................................................... 44

System Requirements .................................................................................................. 46

Server-side Routing System Requirements............................................................ 46



Outlook Plugin System Requirements .................................................................... 46

Gmail Plugin System Requirements ....................................................................... 47

Product Limits ............................................................................................................... 48

Core Features ............................................................................................................... 49

Vision Configuration Guide ............................................................................................. 51

Vision Overview ............................................................................................................ 52

Vision WebApp .............................................................................................................. 53

Vision WebApp Overview ......................................................................................... 53

Access the WebApp .................................................................................................. 53

Filters Overview ........................................................................................................ 53

Folders Overview ...................................................................................................... 54

Alerts .......................................................................................................................... 54

Account Settings ....................................................................................................... 54

Admin Tab ................................................................................................................. 57

Templates Tab ........................................................................................................... 64

Attachments Tab ....................................................................................................... 70

Activity Feed .............................................................................................................. 76

Reports Tab ............................................................................................................... 78

Outlook Plugin .............................................................................................................. 96

Outlook Plugin Overview ......................................................................................... 96

Vision Sidebar ........................................................................................................... 96

Vision Group .............................................................................................................. 98

Desktop Notifications ............................................................................................... 99

Gmail Plugin ................................................................................................................ 100

Gmail Plugin Overview ........................................................................................... 100

Vision Address Bar Icon ......................................................................................... 100



Vision Group ............................................................................................................ 102

Desktop Notifications ............................................................................................. 103

PowerDialer for Microsoft Dynamics

Specifications



Specifications


Specifications


Microsoft Dynamics Requirements

EDITION REQUIREMENTS

InsideSales supports Microsoft Dynamics 2016 (CRMOL) Online Professional

versions (not on-premise).

Edition Supported Notes

2016 Online ✔

2015 Online X

2014 or before Online X

Hosted X

On-Premise X

LICENSE REQUIREMENTS

Depending on the Microsoft Dynamics edition in use, you may have access to a

wide variety of license types. InsideSales only supports the Microsoft Dynamics

recommended license that is the Full User license. No other licenses are supported.


Specifications


Microsoft Dynamics

License Supported

Notes

Full User ✔ This is the only supported license.

Limited User X

Device Only User X

Windows Group X

External User X


Specifications


End User System Requirements

END USER SYSTEM REQUIREMENTS

InsideSales supports the use of modern desktop and laptop computers. The

product does not support mobile devices such as iPhones, tablets, or Chrome

books.

Requirement Supported

Operating System Windows: 7,8,10 | OSX: 10.9,10.10,10.11

Computer Memory (RAM) 4GB of RAM

Internet 1 mbps download | 512 kpbs Upload per

user

BROWSER REQUIREMENTS

Browser Supported Notes

Google Chrome ✔ Only the latest production version

supported.

Microsoft Internet Explorer 11 ✔

Microsoft Internet Explorer 8,9,10 X


Specifications


InsideSales supports most modern browsers; however, we recommend the latest

version of Google Chrome. All browsers must allow for JavaScript, web sockets, and

popups from InsideSales.

Mozilla Firefox X

Microsoft Edge X

Apple Safari X


Specifications


Phone System Requirement

PHONE SYSTEM REQUIREMENTS

The InsideSales product suite requires a DID (Direct Inward Dialing, also known as a

Direct Inbound Number). DIDs connect directly to the sales rep instead of requiring

an extension or phone menu. InsideSales.com does not provide DIDs. Direct SIP

integrations are not available.

Configuration Supported

On-premise PBX with DID ✔

On-premise PBX with no DID X

Cell Phone* ✔

Soft Phone / Virtual PBX with dedicated network connection for SIP Calls* ✔

Soft Phone / Virtual PBX without dedicated network connection for SIP Calls* X

Direct SIP Integrations X

*Some phone providers experience call quality issues that InsideSales.com cannot troubleshoot. Customers

experiencing call quality problems are encouraged to use an on-premise PBX.

NOTE – When reps place calls using InsideSales, the InsideSales system calls the

rep first (referred to as connecting the agent leg) and then when the rep answers

the InsideSales system calls out to the prospect (connecting the client leg). This

means that to a PBX system, all call traffic is inbound traffic. It is essential that

your inbound call concurrency level can support an open inbound call

connection for all reps.


Specifications


PHONE NUMBER FORMATTING REQUIREMENTS

InsideSales’ telephony tools allow reps to place calls from virtually anywhere in the

world. You must format your numbers correctly and consistently before placing

calls, otherwise the InsideSales system will be unable to place calls. Strict adherence

to the E.164 phone number format standard must be followed.

NOTE – Microsoft Dynamics does not enforce phone number format standards.

Microsoft Dynamics administrators are strongly encouraged to create validation

rules that enforce E.164 standards.

E.164 STANDARD

All phone numbers saved in Microsoft Dynamics for both the reps’ phone number

and prospect phone numbers must adhere to the E.164 standard. This standard

allows numbers to be formatted for all calling scenarios, including local and

international calls placed to and from any country. There are two components to

E.164 formatted numbers:

Plus Symbol: The E.164 standard simply replaces the country-specific Exit

Code with the plus symbol (+). The InsideSales system will add the exit code

(for example, the US exit code is 011) if it encounters an international

entrance code.

Country Code & Local Number: Add the rest of the number, including the

Country Code.

For example, if a record or rep is located in the United Kingdom, the phone number

entered into the system would be: +44-481958104

TRUNK CODES

Trunk codes should not be saved with any phone number. If a phone number has a

trunk code in it, the phone call will not be successfully placed.


Specifications


Supported Locales

The InsideSales Microsoft Dynamics PowerDialer integration supports reps located

within the United States and Europe. All calls will originate from either the U.S. or

EU telephony centers depending on the sales rep location.

The InsideSales product is only available in U.S. English, and it is not localized for

any other languages or locations.


Specifications


Product Limitations

The InsideSales product suite is quite configurable; however, configurations should

be kept within approved product limits. The following table outlines the limitations

of the PowerDialer product within the Microsoft Dynamics ecosystem.

Feature Item Limits

Seek Lists Quantity of Seek Lists

10 Seek List minimum.

1 additional Seek List

for every user beyond

10 users.

100 Seek Lists

Maximum.

Seek Lists Priority Schedules per Seek List 20 per Seek List

Seek Lists Records per Schedule 5000

Seek Lists Maximum Inactivity Time 10 days

Seek Lists Maximum Users Invited per List 50 users

Seek Lists Supported Objects Leads, Accounts,

Contacts

Users Maximum number of users 2000

Other PowerDialer Solution Version -2 Solutions from

current, but may

require customer to


Feature Item Limits

update if there are

issues.


Configuration



Configuration


Configuration


Dialer Panel

DIALER PANEL OVERVIEW

The Click-to-Call dialer panel houses the primary dialing

actions that reps will have access to – initiating calls,

logging calls, etc.

PACKAGES

Accelerate

Elevate

Communicate

LIMITATIONS

None

The following buttons are available on the dialer panel:

Setting Description

Next Record Loads the next record in the currently selected

dialer list.

Disconnect Disconnects the current inbound or outbound

call.

CLICK-TO-CALL DIALER PANEL - CALL RESULTS

When a rep ends an outbound call, they are prompted to disposition their call

result.


Configuration


CALL RESULT FIELDS

When InsideSales logs a call into Microsoft Dynamics, it utilizes the standard Phone

Call entity in Dynamics.

The Call Log contains two fields—Call Result and Description. The Call Result,

frequently referred to as the Call Disposition, is the most important field that is on

the Call Log. This field logs what took place on the call from a telephony standpoint.

This field is required and has been normalized for Neuralytics analysis of call

outcomes. The Description field is used to enter additional notes about the call.

Call Result / Disposition Purpose

No Answer Used when no one answered the call and no

message was left.

Left Message

Used when a rep leaves a pre-recorded voice

message or a manual message with a live

person or answering machine.

Correct Contact Used when a rep spoke with the individual

record they were calling.

Contact Used when a rep spoke with someone other

than the record they were calling.

Wrong Number

Used when a rep places a call but the person

who answered was not who you intended to

call and they were not a good alternative

contact.


Configuration


Call Result / Disposition Purpose

Disconnected Number Used when the number you called has been

disconnected.

Busy Used when you get a busy signal on a call.

Dial Failed Used if a telephony failure occurred.

NOTE – The Call Result field options cannot be altered and the field is required

by default.

PowerDialer User Management





Managing Users

MANAGE USERS OVERVIEW

The Manage Users page allows administrators to

configure individual reps, add additional reps, or

perform other administrative actions around reps.

The Manage Users page is designed for administrators,

and is not intended for use by individual sales reps.

PACKAGES

Accelerate

Elevate

Communicate

SEE ALSO

Licenses

Permission Groups

ADDING USERS

Users can be quickly added to the InsideSales product by adding the InsideSales

User security role in Dynamics. Only Microsoft Dynamics users can be added to the

InsideSales product (i.e. all users must have a Microsoft Dynamics license).

1. Click Settings.

2. Click Security.

3. Click Users.

4. Select the user(s) you wish to add.

5. Select Manage Roles and add the InsideSales User security role.

6. Click + Add Users.

After users are assigned the InsideSales User security role, be sure to assign those

users to appropriate Permission Groups (see also Permission Groups).



EDITING USERS

There are a number of different settings that can be implemented on a per-user

basis.

1. Click the InsideSales tab.

2. Click Administration.

3. Click Manage Users.

4. Click on the Name of the desired user.

5. Configure the user settings.

6. Click Save.

Setting Description

Name

Displays the name of the rep, as entered in the

Users entity in Microsoft Dynamics. This value

cannot be changed through InsideSales and is

only provided for convenience.

Permission Group

Sets which permission group an individual is

assigned to. This controls which InsideSales

links and features a rep has access to.

SEE ALSO Permission Groups



Setting Description

Country

Sets which country a rep is located in. This is

used by the InsideSales system to know which

dialer server is used to process phone calls.

NOTE – Contact InsideSales Support to be

begin using international dialer servers. By

default, you are set to only use the US dialer

server regardless of the country selected in

this field.

Phone

Displays the phone number of the rep, as

entered in the Users entity in Microsoft

Dynamics. This value cannot be changed

through InsideSales and is only provided for

convenience.



Permission groups

PERMISSION GROUP OVERVIEW

Permission Groups control which InsideSales features

individual reps have access to. Permission groups

allow administrators to restrict or grant access as

needed.

PACKAGES

Accelerate

Elevate

Communicate

LIMITATIONS

None

SEE ALSO

Manage Users

Setting Description

Administrator

Provides full access to the InsideSales

application, including Seek Lists, Manage

Users, Call Settings, and NeuralView. The

person who initially installs the

InsideSales.com Solution file will default as the

first Administrator.

Manager Provides access to the InsideSales application

to manage Seek Lists.

Basic

Provides no administrative control; just access

to use the dialer. All users added default to the

Basic permission group.

PowerDialer Dialing Lists





Seek Lists

SEEK LIST OVERVIEW

Seek Lists are dynamic dialing lists that present reps

records for dialing according to business rules set by

administrators and managers. Seek Lists refresh each

hour, pulling in the appropriate records and removing

records that are no longer qualified to be in the list.

Administrators and managers can create Seek Lists and

invite reps to the lists. Reps are then able to access the

lists and have the records presented to them to be

dialed.

PACKAGES

Accelerate

Elevate

Communicate

CREATING SEEK LISTS

Administrators or Managers are typically the users who create Seek Lists for their

reps. Creating a Seek List is broken into two parts – the main Seek List settings and

the Priority Schedule rules. Each Seek List can contain multiple schedule rules. Each

schedule rule contains the filters and criteria to determine which records are pulled

into a Schedule Rule. Schedule Rules are then prioritized within the Seek List so that

reps are always working on eligible records from the most important Schedule

Rules first.


2. Click Administration

3. Click Seek Lists.

4. Click + New List or click the name of an existing list to edit.

5. Configure Seek List main settings.

6. Click Save on Seek List.



CONFIGURING MAIN SEEK LIST SETTINGS

There are two parts to each Seek List – the basic Seek List settings and the Schedule

Rules.

Setting Description

Name

The name of the Seek List. This should be a

descriptive name as it will be seen by reps

when they are choosing which dialer list to use

and is also used in reports.

Limit Calling Times

Limits calls to only take place to prospects in

specific, allowable calling times at the

prospect’s time. The prospect’s time is based

on the area code of the Business Phone

number recorded in Microsoft Dynamics. This

applies to all Priority Schedules rules for the

list.

Time Between Calls (min)

Time Between Calls blocks the same record

from coming back into the seek list repeatedly

in a short period of time. For example, if a

record does not change sufficiently from one

hour to the next, the schedule rule may cause

the record to be pulled in again because it still

meets the schedule rule criteria.

This setting ensures that even if a record

technically meets the filter criteria for a

schedule rule that the record is not pulled back

into the list until the time between calls

expires.



Assign Users

Grants visibility of a list to reps who that will

have access to that particular Seek List.

Visible to specific users:

Allows a list to be accessible to only the

selected reps.

NOTE – Be selective of who is invited to a

Seek List. As more reps are selected, the

slower the Seek Lists will refresh.

CREATING PRIORITY SCHEDULE RULES

The Priority Schedule Rules are the filters and criteria that add or remove records

from the list. Each Schedule Rule has a maximum of 5,000 records that can be

pulled in at any given hour. Each Schedule Rule runs during the time specified on

the Seek List page:


2. Click Administration


4. Click + New List or click the name of an existing list to edit.

5. Click + New Schedule.

6. Configure Priority Schedule Rule.

7. Click OK on Priority Schedule Rule.

NOTE – If a priority schedule rule is created that has greater than 5,000 eligible

records, all records beyond 5,000 will be excluded. To determine which 5,000

records will be pulled in, adjust the sort criteria on your marketing list.



CONFIGURING PRIORITY SCHEDULE RULES

Each Schedule Rule is completely configurable by managers. Typically, end-user

sales reps are not the individuals creating and editing priority schedule rules.

Setting Description

Name The name of the schedule rule. This name

should be descriptive.

Call 800 Numbers

Allows records with toll-free numbers as the

Business Phone to be included in the list. Toll-

free numbers are excluded by default due to

conflicts with Time Zone filtering.

Limit Calls To

Determines when a rep loads the next record

in the list if the rep is allowed or not allowed to

see the next record. If a rep is unable to see a

record, the record is skipped for that rep and

the next record is loaded.

No Limit:

Applies no limit to the Seek List – meaning that

as reps move through the list they can see

records that they are not the owner of. For

example, Rep A can load records owned by

Rep B.

Record Owner:

Limits records to only those who are marked

as the actual owner of a record. This restricts

the ability for one rep to see the records

owned by another rep.



Setting Description

Time Zones

Applies filters based on the record’s Business

Phone area code to only allow records to be

included from the selected time zone

# of Dials is at least

Sets the minimum for the amount of times

that a record has been previously called to be

eligible for the specific schedule rule.

# of Dials is at most

Sets the maximum for the amount of times

that a record has been previously called to be

eligible for the specific schedule rule.

Marketing List

The filter fields allow a manager to select an

existing Marketing List to determine which set

of records qualifies for a list

CREATING A MARKETING LIST

1. Click the Main Menu button.

2. Click the Marketing tile.

3. Under the Marketing column, click on Marketing Lists.

4. Click + New.

5. Name the list.

6. Select the Targeted At to correspond to the entity you want to call (Account,

Contact, or Lead)

7. Click Save.



8. Click Manage Members or click the + in the top right corner of the Members

section.

9. In the popup, use the Details to specify the filters you want to use to

include/exclude records from your list (e.g. Industry Equals

Accounting;Consulting)

10. Click Find to preview the results or Use Query to add members to your

marketing list.

SEEK LIST REFRESH

Each hour each Schedule Rule in a Seek List refreshes, pulling in all records that

meet the criteria and removing all records that no longer meet the Schedule Rule

criteria.

REMOVAL OF RECORDS

Although a record may match the filter criteria, there may be other reasons why the

record does not appear in the Seek List.

Reason Details

Recently Called

If a record was called too recently as per the

Time Between Calls field, the record will be

ineligible for the Seek List.

Blank Phone Number

Only records with phone numbers in the

primary phone number field are included in

Seek Lists. Records without phone numbers

cannot be pulled into a Seek List to be dialed.



Reason Details

Invalid Phone Number

If an invalid number is saved on the record,

InsideSales will not be able to reliably present

it to reps.

NOTE – If you are filtering by time zone,

invalid numbers frequently don’t have a

valid time zone. If there is no valid time

zone, then the Seek List will not pull in the

record.

Already Dialed

A single record can be pulled into multiple

Seek Lists during the same hour timeframe,

however, it can only be dialed from one Seek

List within a single hour. As such, if a record

was dialed in one Seek List, it will be removed

from the other Seek List to ensure it isn’t called

twice.

Invalid Time

Seek Lists rely on time to determine when a

record should and should not be pulled in. A

record may meet all of the filter criteria, but be

disqualified because it is not the appropriate

local time to call a record.

ADJUSTING PRIORITY SCHEDULE RULE RUN TIME

Scheduled Rules only run during specified times, provided by the user creating the

Seek List. These can be easily adjusted used the drag-and-drop interface.


NeuralView for Microsoft Dynamics

Specifications


Specifications


CRM Requirements

MICROSOFT DYNAMICS REQUIREMENTS

InsideSales supports Microsoft Dynamics 2016 (CRMOL) Online Professional

versions (not on-premise). InsideSales does not support any other editions.

Edition Supported Notes

2016 Online ✔

2015 Online X

2014 or before Online X

Hosted X

On-Premise X

OBJECTS AND FIELDS

A NeuralView integration allows you great flexibility in scoring one or more entities

within Dynamics. For any entity to be scored the following is needed:

A view on the entity that will determine which records will be scored by the

model

Fields to store the scores for the model

o Close Score

o Contact Score

o Score Last Updated


Specifications


The InsideSales.com solution provides the custom fields to easily score account,

contact, and lead entities.


Specifications


System Requirements

END USER SYSTEM REQUIREMENTS

InsideSales supports the use of modern desktop and laptop computers. The

product does not support mobile devices such as Windows Phones, iPhone, tablets,

or chrome books.

Minimum Requirement Supported

User Operating System Windows 7, 8, 10 | OSX 10.9, 10.10, 10.11

User Computer Memory 4GB of RAM

BROWSER REQUIREMENTS

InsideSales supports all modern browsers, however we recommend that users of

the application use Microsoft Internet Explorer version 11. All browsers must allow

for JavaScript and web sockets.

Browser Supported Notes

Google Chrome ✔ Only the latest production version

supported.

Microsoft Internet Explorer 11 ✔

Microsoft Internet Explorer

8,9,10 X


Specifications


Mozilla Firefox X

Microsoft Edge X

Apple Safari X


Specifications


Product Limits

Feature Item Limits

Close Score Score Updates

Close Scores show a prospects

propensity to buy and are updated

daily.

Contact Score Daily Score

Contact Scores show a prospects

likelihood to answer the phone and

are updated daily.

Predictive Models Number of Models NeuralScore is limited to one model

per outcome (close or contact).

Account Scoring Models No contact model for account objects.

Immediate

Scoring Modifying Records

There is no way to exclude users from

editing a record while NeuralView

updates the score.


Specifications


Supported Locales

The InsideSales.com platform integration supports reps located within the United

States and Europe. The InsideSales product is only available in U.S. English, and it is

not localized for any other languages or locations.

NeuralView Configuration Guide





NeuralView Seek List

NEURALVIEW SEEK LIST OVERVIEW

NeuralView provides scores relating to contactability

and close, but the Seek List is where the scores

become prescriptive action. Properly configuring a

Seek List with NeuralView in mind is what will

determine the success of reps as well as ease the

workload on sales management.

NeuralView Seek Lists are much more inclusive of

records than the typical Seek List. Therefore, a slightly

different approach is necessary when setting them up.

All scored records will be included in the list, with

known criteria used to opt certain records out.

PACKAGES:

Accelerate

LIMITATIONS:

None

SEE ALSO:

Seek List

CREATING A SEEK LIST FOR NEURALVIEW

Creating a Seek List for use with NeuralView is simple, but requires a bit of planning

from the perspective of management to determine who should not be brought into

the reps’ workflow. The steps are as follows:



3. Click + New List or edit an existing list by clicking the name.

4. Save.

5. Create unique marketing lists where the filters include all records within a

specified range (90+, 80-89, 70-79, 60-69, 50-59, 0-49)

6. In the Priority Schedule Rules section, name your first section “NeuralScore

90+”, and set the time range to the total time that reps are dialing records,

and click + New Schedule



7. Configure the Schedule Rules (see below section) for the corresponding

marketing list.

8. Repeat for each of the corresponding marketing list groups (90+, 80-89, 70-

79, 60-69, 50-59, 0-49)

CONFIGURE SCHEDULE RULES

Configure your Schedule Rules to filter in records based on descending

NeuralScore, as well as identifying other important criteria to filter out undesirable

records.

BASIC SETTINGS

(Refer to PowerDialer documentation for complete field explanation):

Setting Description

Name The name for the Schedule Rule. For example,

“NeuralScore 90+”.

Filter Fields

Within each Marketing List and Schedule Rule

a score range must be defined. The first will be

90+. Set this by selecting:

Entity: Same as entity to Call

Field: Close Score

Operator: Greater or Equal

Value: 90



Additional Filter Fields

Other customer-defined fields can be used in a

Marketing List to filter records out of the Seek

List. For example:

Entity: Lead

Field: Industry

Operator: is

Value: Healthcare

Vision Product Specifications





Vision Configurations

The Vision platform supports multiple system configurations, and each

configuration has its own feature implications and limitations. Here are the five

basic implementations:

Field Description

Server-only Routing

All emails are routed through Vision servers.

Vision Servers apply email tracking to all

emails. Users do not have access to features

such as saved templates and saved

attachments.

Gmail Plugin + Server Routing

Users access additional features (such as

saved templates and attachments) within the

plugin. Vision Servers apply email tracking to

all emails (including emails sent from other

devices).

Outlook Plugin + Server Routing

Users access additional features (such as

saved templates and attachments) within the

plugin. Vision Servers apply email tracking to

all emails (including emails sent from other

devices).

Outlook Plugin Only

Users access features (such as saved

templates and attachments) within the plugin.

The plugin applies tracking to emails sent from

Outlook. Emails sent from other

devices/methods are not tracked (for example,

from a mobile phone).



Gmail Plugin Only

Users access features (such as saved

templates and attachments) within the plugin.

The plugin applies tracking to emails sent

within the Chrome browser Gmail window.

Emails sent from other devices/methods are

not tracked (for example, from a mobile

phone).



System Requirements

SERVER-SIDE ROUTING SYSTEM REQUIREMENTS

Administrators can set up server-side routing if they have access to the following

configurations:

Routing Rules

SPF Records

DNS Records

The following email services are fully compatible with Vision server-side routing:

Office 365

GoogleApps Pro

OUTLOOK PLUGIN SYSTEM REQUIREMENTS

Additional application Add-ins may affect performance and functionality. Please

check this page for more information on tested Add-ins:

http://community.insidesales.com/outlook-supported-environments

Requirement Description

Supported Outlook Versions Outlook 2010 and Outlook 2013

Supported Operating Systems Windows 7, Windows 8, Windows 2008R

Supported Browsers IE 10 and above, Chrome, and Firefox

Required RAM 4GB Minimum

http://community.insidesales.com/outlook-supported-environments



GMAIL PLUGIN SYSTEM REQUIREMENTS

Additional Chrome extensions may affect performance and functionality. Please

check this page for more information on tested extensions:

http://community.insidesales.com/gmail-plugin-supported-environments

Requirement Description

Supported Chrome Versions Chrome for Windows and Chrome for Mac

Supported Operating Systems Windows 7, Windows 8, Windows 2008R, Mac

OS X

http://community.insidesales.com/gmail-plugin-supported-environments



Product Limits

Feature Configurations Limits

Campaigns All Vision does NOT support

campaigns.

Email Number Gmail Only, Gmail +

Server 1000 emails/day (Gmail limit).

Custom Schedule

and NeuralSend

Gmail Only, Gmail +

Server

Gmail will deliver emails within

10 minutes of scheduled time.

Custom Schedule

and NeuralSend

Gmail Only, Gmail +

Server

Emails will appear in scheduled

labels within 10 minutes after

users click schedule.

Vision Templates Outlook + Server, Outlook

Only

Users must click the Sync button

to view new/altered Vision

templates. This is immediately

available.

Send Untracked

Emails Server Only

Users must add (p) to the end of

the subject line.



Core Features

InsideSales development is continually working to bring new features and

functionality into the Vision platform. This table indicates which products and

features are currently available.

Feature Server

Only

Gmail +

Server

Outlook +

Server

Outlook

Only

Gmail

Only

Tracking ✔ ✔ ✔ ✔ ✔

Open ✔ ✔ ✔ ✔ ✔

Click ✔ ✔ ✔ ✔ ✔

Website ✔ ✔ ✔ ✔ ✔

Forwarding ✔ ✔ ✔ ✔ ✔

Attachment

Download ✔ ✔ ✔ ✔ ✔

Multi-recipient

Tracking ✔ ✔ ✔ X X

Track from any

Device ✔ ✔ ✔ X X

Vision Templates X ✔ ✔ ✔ ✔

Reporting ✔ ✔ ✔ ✔ ✔



Feature Server

Only

Gmail +

Server

Outlook +

Server

Outlook

Only

Gmail

Only

Custom

Schedule and

NeuralSend X ✔

X X ✔

Desktop

Notifications X ✔ ✔ ✔ ✔

Email

Notifications ✔ ✔ ✔ ✔ ✔

Template

Sharing X ✔ ✔ ✔ ✔

Attachment

Sharing X ✔ ✔ ✔ ✔

Silent

(Enterprise)

Installation

X X ✔ ✔ X

Vision Configuration Guide





Vision Overview

The Vision email engagement tracking application has three basic components. SEE

ALSO Vision Configurations

Vision Servers: The Vision servers help track all interactions, send

notifications, host the Vision WebApp, and (if users’ email is configured for

server-side routing) the Vision email servers route and apply tracking to all

Vision emails.

Vision WebApp: Used for managing and configuring Vision Settings.

Vision Plugins: Give users easy access to Vision templates and attachments

and (in the absence of server-side routing) apply tracking to all Vision emails.



Vision WebApp

VISION WEBAPP OVERVIEW

The Vision WebApp is a central location for configuring

all Vision settings and managing personal, team, and

company settings. Here you will also create, organize,

and assign templates and attachments.

You will also gain insights into the effectiveness of

templates, attachments, links, and individual sales reps.

PACKAGES:

All

LIMITATIONS:

None

ACCESS THE WEBAPP

1. Visit http://vision.insidesales.com

2. Enter your username and password.

3. Click Login.

The Activity Feed is the default page. First time admins should start with Admin tab.

SEE ALSO Admin Tab

FILTERS OVERVIEW

You may filter the data on each page using Filters, including Search.

1. Open the Filter fly-in window by clicking the icon in the upper right corner.

2. Close the Filter window by clicking the icon again.

NOTE – You must clear the search (delete the search criteria and press ENTER)

to clear the search filters.

http://vision.insidesales.com/



FOLDERS OVERVIEW

The Vision WebApp uses folders to help organize teams, templates, and

attachments. Users and teams are granted access to folders based on roles and

team permissions. SEE ALSO Edit User Settings for a list of Roles and permissions.

ALERTS

You may receive the following alerts while in the WebApp.

FIRST TIME SETUP

When you first log in, the system may prompt you to download a plugin. SEE ALSO

Integration Settings

IP ADDRESS

If you access the Vision WebApp as an Admin or Manager from a new IP address,

Vision will ask you if you are in the office and whether you would like to tag your

current IP address as an office address. Vision will not send you notifications of any

email interactions from an office address. SEE ALSO Vision Settings

ACCOUNT SETTINGS

ACCOUNT SETTINGS OVERVIEW

Click Account Settings under your photo and name.

The Account Settings page holds the personal profile and configurations for the

current user (the user who is logged in).

USERS SECTION

The Users Section shows a quick, graphical representation of the user (including the

user’s photo and their past activity.

CHANGE PASSWORD

Use the Change Password link to set a new password.



1. Click Change Password. The WebApp opens a new tab that contains the

user’s InsideSales account information.

2. Click the expansion arrow in the Change Password section.

3. Enter the current password, enter the new password, and confirm the new

password.

4. Click Change Password.

5. Close the new tab.

EDIT SECTION SETTINGS

Setting Description

First Name The user’s first name.

Last Time The user’s last name.

Email

The user’s email address is also their

username and it is not modifiable. If you enter

in an email address incorrectly, you must

delete the user and make another user profile.

Picture Add a URL for the profile photo. You must host

this photo on another site.

Team

Add users to one or more teams. Users may

only belong to one team and must belong to at

least one team. If no team is selected they will

be added to the default team.



Setting Description

Permissions

Select one of the three pre-defined roles:

User: Manage and use your own

content. Use team content.

Manager: Manage and use your own

content. Manage and use team content.

Admin: Manage and use your own

content. Manage and use all content.

Teams Managed

Assign users to manage one or more teams.

Managing a team gives visibility to reports for

that team as well as templates and

attachments.

Notification Preferences

Select either Email Notifications or Desktop

Notifications, or both.

Email Notifications: Users receive an

email notifying them of every

interaction.

Desktop Notifications: Users who

install either the Gmail or Outlook plugin

will receive desktop notifications.

OUTLOOK INTEGRATION

1. Click Download to download the Outlook Plugin installer.

NOTE – Enterprise customers will download a .MSI file that you can silently

install. If you have lighter user restrictions and allow reps to download plugins,

they will be able to download the Outlook plugin from this screen as well.

SEE ALSO Outlook Plugin



GMAIL INTEGRATION

1. Access the WebApp using Google Chrome.

2. Click Install to install the Gmail Plugin.

SEE ALSO Gmail Plugin

ADMIN TAB

The Admin tab contains all of the user, team, and company settings.

Limitation: Only users with the Admin role will have access to this tab.

NOTE – When you click the Admin link, it opens the drop-down links below the

Admin link. If your browser window is not tall enough, you must scroll down to

see the drop-down links. Admins may think that nothing has happened if they

do not see the links appear (if they appear below the current window view).

COMPANY SETTINGS

INTEGRATION SETTINGS

Setting Description

Tracking Script

This link should be given to marketing and

inserted into the footer of any page you would

like tracked.

CRM SETTINGS

Setting Description

Select Your CRM

This setting allows you to indicate which CRM

Vision will integrate with. Currently the only

options are Salesforce and Other. This will

affect which options your users are given in



the first time user tour and their templates

menus.

VISION SETTINGS

Setting Description

Block These IP Addresses

Vision will not send notifications after opens,

clicks or downloads from these IP addresses.

You can either list individual IP addresses

(using just the Start IP field), or you can specify

ranges of IP addresses (using both the Start

and End IP fields). You may enter as many

addresses and ranges as required. This is

critical to prevent false positives from your

users opening their own emails.

Domain Blocking

Vision will not send notifications after opens,

clicks or downloads from these web domains.

You must add these one at a time.

Corporate Time Zone This is the time zone that Vision will use for

creating reports.

USERS PAGE

The Users page displays all Vision users in a table.

Vision displays twenty lines per page.

Navigate to additional pages using the page navigation at the bottom-right

corner of the user table.

Sort by any of the columns (except Action and Permission Set) by clicking the

column.

o Change from ascending and descending by clicking the column again.



Hide or make visible any of the columns by clicking the expansion arrow in

the upper-right corner of the table of users.

DATA TABLE COLUMNS

Column Title Description

Actions

The Action column has two actions:

Delete: Click this link to delete the user.

Blank (-): Users will only see this option

if they cannot delete users.

Limitation: You cannot sort using this column.

First Name Sort by the user’s first name.

Last Time Sort by the user’s last name.

Email Sort by the user’s email address (user name).

Permission Set The role of each user.


Last Updated The last time the user record was changed.

FILTERS

You cannot sort using the Permission Set (roles) column, but you can filter by role.

1. Click the Filter icon in the upper-right corner of the browser window.

2. Click Select Roles.

3. Select one or more role.

You may also use the Search field to quickly find a specific user.



MASS UPDATE SETTINGS

Use the Mass Update button to change multiple users at once. Click Mass Update

after configuring the settings:

Setting Description

Select Users

Select all of the users you will change. Select

multiple users without needing to hold down

any additional keys. You may also perform

multiple searches. Once you have selected all

of the users, click somewhere on the Users

Mass Update window to close the Select Users

window.

Role








Team Assign users to a team. You may only select

one team using Mass Update.

Notification Types





interaction.






NEW USER

1. Click New User to add a user.

2. Configure each setting (described below) and click Save.

Setting Description

First Name The user’s first name.

Last Time The user’s last name.

Email

The user’s email address is also their

username and it is not modifiable. If you enter

in an email address incorrectly, you must

delete the user and make another user profile.

Picture Add a URL for the profile photo. You must host

this photo on another site.

Team

Add users to one or more teams. Users may

only belong to one team and must belong to at

least one team. If no team is selected they will

be added to the default team.

Permissions








Teams Managed Assign users to manage one or more teams.

Managing a team gives visibility to reports for



Setting Description

that team as well as templates and

attachments.

Notification Preferences





interaction.




TEAMS PAGE

The Teams page displays all Vision teams in a table.




Sort by any of the columns (except Action) by clicking the column.






DATA TABLE COLUMNS


Actions


Delete: Click this link to delete the team.


if they cannot delete the team.


Name Sort by the team name.

Team Member Count Sort by the number of users in the team.

Last Updated The last time the team record was changed.

ADD NEW

1. Click Add New to add a team.


Setting Description

Team Name The Team’s name (required, all other settings

are optional).

Managers

Select none, one, or multiple managers and

then click off of the Managers pop-up window

to continue.

Template Folders Select none, one, or multiple Template Folders

and then click off of the Template Folders pop-

up window to continue. All users will have a



personal “Unfiled” template folder where

templates will go if they decide to use the Save

As Template feature.

Attachment Folders

Select none, one, or multiple Attachment

Folders and then click off of the Attachment

Folders pop-up window to continue. All users

will have a personal “Unfiled” folder where all

attachments sent outside of the Vision

attachments menu will be stored.

TEMPLATES TAB

The Templates tab gives you access to templates and template folders.

Limitation: Users can only access templates using of the plugins. If you are on a

pure server-side configuration these pages don’t apply to your users. SEE ALSO

Vision Configurations, Outlook Plugin, Gmail Plugin

NOTE – The Template tab link does not open a page, it reveals the two template

page links.

TEMPLATE FOLDERS PAGE

NOTE – We recommend that you create one or more template folders before

creating your templates. When creating a template you must select a template

folder. If you haven’t created your folders you will be able to simply select your

Unfiled Templates folder.

TEMPLATES INSIGHTS

This section gives you quick insights into template effectiveness. For more detailed

information on specific templates, see Top Templates in the Reports section.



FILTERS


2. Use one or both filters:

Select Owners: Filter by one or more owners. Owners are the users

that originally created the template. This allows you to zero in on the

most effective template creators.

Select Open Percentage: Filter by the effectiveness of the templates

by selecting one or more ranges of open percentage.

You may also use the Search field to quickly find a specific template folder.

TEMPLATE FOLDERS

The Templates section displays all templates in a table.










DATA TABLE COLUMNS


Action




if they cannot delete the folder.

NOTE – If users share a folder with their

team they can no longer delete the folder,

only managers can delete the shared

folders.


Name Sort by the folder name.

Type Sort by type of template:

Vision: Templates created within vision.

Templates Sort by the number of templates within the

folder.

Users Sort by the number of users who have access

to the folder.

Owner First Name Sort by folder owner first name.

Owner First Name Sort by folder owner last name.

Sharing

Sort by the sharing settings:

Personal: No sharing.

Team: Shared with a team.




Folders Sort by the folder name.

Open Percentage Sort by the percentage of recipients who have

opened the templates.

NEW FOLDER

1. Click New Folder to add a folder.


Setting Description

Folder Name The template folder name (required).

Sharing Select either Personal or Team (required).

NOTE – The folder will not have any items until after you make it and add items.

TEMPLATES PAGE

TEMPLATES INSIGHTS

This section gives you quick insights into template effectiveness. For more detailed

information on specific templates, see Top Templates in the Reports section.

FILTERS



Select Owners: Filter by one or more owners.

Select Open Percentage: Filter by the effectiveness of the templates

by selecting one or more ranges of open percentage.



You may also use the Search field to quickly find a specific template.

TEMPLATES

The Templates section displays all templates in a table.




Sort by any of the columns (except Action and User Set) by clicking the

column.




DATA TABLE COLUMNS


Action




if they cannot delete the template.


Name Sort by the template name.

Type

Sort by type of template:

Vision: Templates created within vision.

Owner First Name Sort by template owner first name.




Owner First Name Sort by template owner last name.


to the template.


Open Percentage Sort by the percentage that recipients have


NEW TEMPLATE (VISION)

1. Click New Template to add a template.


Setting Description

Template Name The template name (required).

Folder Select one folder (required).

Limitation: You can only select one folder.

Subject Enter the email subject (required).

Email Body (unlabeled)

Enter the email body content (optional). Add

links, photos, and formatting. Photos must be

added via link.

Limitation: Font size and Font type

configuration is not currently available though



if the template is saved from your email client

it will retain the font in which it was saved.

Limitation: Vision email templates do not

support merge fields.

ATTACHMENTS TAB

The Attachments tab gives you access to attachments and attachment folders.

Limitation: Only users with permission to access/edit attachment folders will see

the access to the Attachment Folders page.

Limitation: Users can only access Attachments using one of the plugins, see

Outlook Plugin or Gmail Plugin for more information.

NOTE – The Attachment tab link does not open a page, it reveals the two

template page links.

ATTACHMENT FOLDERS PAGE

NOTE – You should create one or more attachment folders before uploading

any attachments. The Attachments Folder setting is required when uploading

new attachments.

ATTACHMENT INSIGHTS

This section gives you quick insights into attachment effectiveness. For more

detailed information on specific attachments, see Top Attachments in the Reports

section.

FILTERS






Select Download Percentage: Filter by the effectiveness of the

attachments by selecting one or more ranges of download percentage.

You may also use the Search field to quickly find a specific attachment folder.

ATTACHMENT FOLDERS

The Folders section displays all folders in a table.










DATA TABLE COLUMNS


Action


Delete: Click this link to delete the

folder.


if they cannot delete the folder.

NOTE – If users share a folder with their

team they will no longer have permission

to delete the shared folder. Managers will

need to delete the folder.


Name Sort by the folder name.

Attachments Sort by the number of attachments within the

folder.


to the folder


to the folder.

Owner First Name Sort by folder owner first name.

Owner First Name Sort by folder owner last name.




Sharing

Sort by the sharing settings:

Personal: No sharing.

Team: Shared with a team.

Download Percentage Sort by the percentage that recipients have

downloaded the attachments.

NEW FOLDER

1. Click New Folder to add a folder.


Setting Description

Folder Name The attachment folder name (required).

Sharing Select either Personal or Team (required).

NOTE – The folder will not have any items until after you make it and add items.

ATTACHMENT PAGE

ATTACHMENT INSIGHTS

This section gives you quick insights into attachment effectiveness. For more

detailed information on specific attachments, see Top Attachments in the Reports

section.

FILTERS






NOTE – Filtering by owner is a good way to monitor messaging or respond to

problems created by content sent by a specific user.

Select Download Percentage: Filter by the effectiveness of the

attachments by selecting one or more ranges of download percentage.

You may also use the Search field to quickly find a specific attachment.

ATTACHMENTS

The Attachments section displays all attachments in a table.








DATA TABLE COLUMNS


Action




if they cannot delete the team.





Name Sort by the attachment name.

Owner First Name Sort by template owner first name.

Owner First Name Sort by template owner last name.


to the template.


Last Updated Sort by the date the attachment was last

updated.

Open Percentage Sort by the percentage that recipients have


CREATE ATTACHMENT

1. Click Create Attachment to add a template.


Setting Description

Attachment Folder The attachment folder (required).

Limitation: You can only select one folder.

Drop Files Here

Drag and drop one or more file(s) from your

computer into this area (optional – use this or

the Select Files method).



Select Files

A window of your computer files pops open.

Select the file(s) you wish to upload (optional –

use this or the Drop Files Here method).

ACTIVITY FEED

The activity feed shows the past interactions for each specific user (the user who is

logged in). Use the filters to show or hide interactions based on type or time frame.

FILTERS

TIME-BASED FILTER

Choose one of the following time frames:

Today

Last 7 Days

Last 30 Days

Last 60 Days

All Time

NOTIFICATION FILTER

You can choose one or all of the following types of interaction notifications to show:

Notification Description

Email Sent – Not Opened

Notifications appear whenever you send an

email and is used to gain a quick view into

whether some high priority prospects having

interacted with your emails.



Email Opened

Notifications appear when the recipient opens

an email.

NOTE – Opens will not show if the

recipients email client doesn’t download

images. This depends completely on the

email client – Gmail always downloads

images, some versions of Outlook don’t by

default.

Email Forwarded

Notifications appear when the recipient

forwards an email.

Limitation: Forwards are only tracked when

Vision has identified a recipient before. For

example, if you sent an email to a prospect

and that prospect forwards the email to

several people you’ve never emailed before

Vision won’t show a forward notification – it

will show an additional open from the original

recipient.

Attachment Downloaded Notifications appear whenever the attachment

is downloaded.

Link Clicked Notifications appear when recipients click a

link.

Web Page Visited

Notifications appear when a recipient visits

your corporate web pages.

Limitation: This requires users to receive and

accept cookies. Users get cookies from clicking

links, downloading attachments, and opening



emails within a web browser. Users must then

visit the website using that same web browser.

REPORTS TAB

The Reports tab gives you access to great reports and insight into how your reps

and assets are performing. It also shows the top contacts.

NOTE – The Reports tab link does not open a page, it reveals the individual

report page links.

FILTERS

Filters are an extremely important for modifying and viewing reports. Filters help

users find and sort other information in other tabs, but filters are vital for all of the

reports.

Click the filters icon to expose the filters fly-in window and modify how Vision

displays each report.

REP EFFORT

Rep Effort tracks one metric:

Metric Description

Total Emails Sent How many emails reps sent during the

specified time period.

The report shows a graph of the current data.



The data table displays 20 records of the current data.

Navigate to additional pages (if needed) using the arrows and page numbers

in the lower left corner.

Sort and filter the data using columns and filters.

NOTE – If you are setup with the email plugin and no server level integration

this will only track emails the rep has sent from their desktop where the plugin

is installed – not from their mobile phone. If you have server level integration

emails sent from any other device including mobile phones will be tracked as

well.

FILTER SETTINGS

Filter Options/ Description

Time

Select a time frame:

Today

Last 7 Days

Last 30 Days

Last 60 Days

All Time

Note: At least one time frame is required.

Teams

Select one or more team. Users can perform

multiple searches and the system will

remember each selection.

If you select None then Vision will display all

teams.

Note: No need to hold down a key (such as

CTRL or SHIFT) to select multiple teams.




Users

Select one or more user. You can perform




users.


CTRL or SHIFT) to select multiple users.

Search Quickly find a user.

DATA TABLE COLUMNS


the upper-right corner of the data table.

Sort by a column by clicking on that column.

o Switch from ascending and descending order by clicking again on the

column.

Column Options/ Description

First Name Sort by reps’ first names.

Last Name Sort by reps’ last names.

Total Emails Sent Sort by number of emails sent during the

specified time period.



REP EFFECTIVENESS

Rep Effectiveness tracks three metrics:

Metric Description

Email Open Percentage

The percentage of emails sent that were

opened by recipients.

NOTE – These percentages may be above

100% if each one sent is clicked multiple

times.

Link Click Percentage The percentage of links sent that were clicked

by recipients.

Attachment Download Percentage The percentage of attachments sent that were

downloaded by recipients.








FILTER SETTINGS


Time


Today

Last 7 Days

Last 30 Days

Last 60 Days

All Time


Teams





teams.



Users





users.





DATA TABLE COLUMNS





column.


First Name Sort by reps’ first names.

Last Name Sort by reps’ last names.

Email Open Percentage Sort by the percentage of emails sent that

were opened by recipients.

Link Click Percentage Sort by the percentage of links sent that were

clicked by recipients.

Attachment Download Percentage Sort by the percentage of attachments sent

that were downloaded by recipients.

CONTACT ENGAGEMENT

Contact Engagement tracks three metrics:

Metric Description

Total Emails sent The number of emails sent to that recipients.



Metric Description

Total Interactions

The total number of interactions from the

user. This total includes the recipient doing the

following interactions:

Opening Vision email.

Forwarding a Vision email.

Clicking a link in a Vision email.

Downloading a Vision attachment.

Visiting your company website

Limitations: Vision tracks interactions, but the

system may infrequently record a false positive

interaction (for example a Vision user opening

their own sent email on their mobile device

outside of your work network), or miss an

interaction (for example, if a recipient does not

accept cookies and then visits the website.

Last Email Sent This is the last time anyone within the Vision

account emailed this contact.

Last Interaction The last time the recipient interacted with a

Vision email from the selected users/teams.








FILTER SETTINGS


Time


Today

Last 7 Days

Last 30 Days

Last 60 Days

All Time


Teams

Select one or more team. Vision will only

display the recipients contacted by the

selected teams. Users can perform multiple

searches and the system will remember each

selection.


teams.



Users

Select one or more user. Vision will only

display the recipients contacted by the

selected users. You can perform multiple

searches and the system will remember each

selection.


users.





DATA TABLE COLUMNS





column.


Total Emails sent Sort by the number of emails sent to that

recipients.

Total Interactions

Sort by the total number of interactions from

the user. This total includes the recipient doing

the following interactions:

Opening Vision email.

Forwarding a Vision email.

Clicking a link in a Vision email.

Downloading a Vision attachment.

Visiting your company website

Limitations: Vision tracks interactions, but the

system may infrequently record a false positive

interaction (for example a Vision user opening

their own sent email on their mobile device

outside of your work network), or miss an

interaction (for example, if a recipient does not

accept cookies and then visits the website.

Last Email Sent Sort by the last time anyone within the Vision

account emailed each contact.




Last Interaction

Sort by the last time the recipient interacted

with a Vision email from the selected

users/teams.

TOP LINKS

Top Links tracks two metrics:

Metric Description

Links Sent The number of times the link was sent.

Link Click Percentage The percentage that links were clicked by

recipients.








FILTER SETTINGS


Time


Today

Last 7 Days

Last 30 Days

Last 60 Days

All Time


Teams





teams.



Owner





users.






Link Click Percentage Filter by a range of percentages.

Limitation: You can only select one range.

DATA TABLE COLUMNS





column.


Links Sort by links.

Links Sent Sort by the number of times the link was sent.

Link Click Percentage Sort by the percentage that links were clicked

by recipients.

TOP TEMPLATES




Metric Description

Total Sent The total number of times the template was

sent.

Open Percentage The percentage that recipients opened emails

that used that template.






FILTER SETTINGS


Time


Today

Last 7 Days

Last 30 Days

Last 60 Days

All Time




Teams





teams.



Template Folder

Select one or more folder. You can perform




folders.


CTRL or SHIFT) to select multiple folders.

Users





users.



Open Percentage Filter by a range of percentages.




DATA TABLE COLUMNS





column.


Template Sort by Template names.

Type

Sort by template type:

Personal: Only used by individuals.

Team: Shared by a team.

Owner First Name Sort by reps’ first names.

Owner Last Name Sort by reps’ last names.

Total Sent The total number of times the template was

sent.

Open Percentage The percentage that recipients opened emails

that used that template.

TOP ATTACHMENTS




Metric Description

Total Sent The total number of times the attachment was

sent.

Download Percentage The percentage of downloaded attachments.






FILTER SETTINGS


Time


Today

Last 7 Days

Last 30 Days

Last 60 Days

All Time





Teams





teams.



Template Folder

Select one or more folder. You can perform




folders.


CTRL or SHIFT) to select multiple folders.

Users





users.



Download Percentage Filter by a range of percentages.




DATA TABLE COLUMNS





column.


Attachment Sort by attachment title.

Type

Sort by type of attachment:

Personal: Only used by individuals.

Team: Shared by a team.

Owner First Name Sort by template owner’s first names.

Owner Last Name Sort by template owner’s last names.

Total Sent Sort by total times the template was sent.

Download Percentage Sort by the percentage of times downloaded.



Outlook Plugin

OUTLOOK PLUGIN OVERVIEW

The Vision Outlook plugin serves two purposes:

Track emails (when companies are not using

server-side routing).

Give users access to Vision templates and

attachments within Outlook, as well as desktop

notifications.

PACKAGES:

All

LIMITATIONS:

Windows OS

SEE ALSO

Vision Product Spec

VISION SIDEBAR

The Vision plugin creates a sidebar on the right side of Outlook. The Vision Sidebar

has two icons:

Activity Feed

Settings

SETTINGS

The Vision Settings icon looks like a gear.

To log in:

1. Click on the Login icon.

2. Enter your email address (username).

3. Enter your password.

4. Click Login.

To log out:



1. Click on the Login icon.

2. Click Logout.

ENABLING AND DISABLING NOTIFICATIONS

The Settings link also has the ability to turn on desktop notifications vs. email

notifications. Desktop notifications pop a notification on the bottom right hand of

the screen not matter where the user is navigating as long as they have Outlook up.

Email notifications send an actual email to the rep of the notification (used when

the ability to access notifications from mobile is critical).

ACTIVITY FEED

The Activity Feed icon looks like a house.

Click on the icon to show and hide the Activity Feed.

The Activity Feed shows all of the recent notifications:


Email Opened Notifications appear when the recipient opens

an email.

Email Forwarded


forwards an email.

Limitation: Forwards are only tracked when

Vision has identified a recipient before. For

example: if you sent an email to a prospect

and that prospect forwards the email to

several people you’ve never emailed before

Vision won’t show a forward notification – it

will show an additional open from the original

recipient




is downloaded.


link.

Web Page Visited

Notifications appear when a recipient visits a

web page.






VISION GROUP

The Vision Outlook plugin installs Vision tools within the Message Tab of the New

Email window. These tools are located in the Vision tool group.

TOOLS

Tool Description

Attachments

The Attachments tool gives users access to

that user’s Vision attachments in two ways:

Recent Attachments: Attachments

used recently.

Vision: A tree-view navigation of all

attachments the user has access to.

Templates The Templates tool gives users access to many

template options:



Save As Template: Save the current

email as a new Vision Template.


used recently.


Vision templates the user has access to.

Sync

This button forces the plugin to resync all of

the templates and attachments. Vision

templates are synced automatically every 30

minutes.

Track

When selected (default) emails are tracked in

Vision. Deselect this to not track the current

email.

DESKTOP NOTIFICATIONS

The Vision Outlook plugin will create desktop notifications near the system tray if

the user profile is set to receive desktop notifications. See Edit Section Settings in

the Account Settings section of the WebApp for more information on enabling

desktop notifications.



Gmail Plugin

GMAIL PLUGIN OVERVIEW

The Vision Gmail plugin serves two purposes:

Track emails (when companies are not using

server-side routing).

Give users access to Vision templates and

attachments within Gmail.

PACKAGES:

All

LIMITATIONS:

Chrome browser

SEE ALSO

Vision Product Spec

VISION ADDRESS BAR ICON

The Vision plugin creates a Vision icon to the right of the Chrome address bar. The

Vision icon has two purposes:

Activity Feed

Settings

SETTINGS

To log in:

1. Click on the Vision icon.

2. Enter your email address (username).

3. Enter your password.

4. Click Login.

To log out:

1. Click on the Vision icon.



2. Click Logout.

ENABLING AND DISABLING NOTIFICATIONS

The Settings link also has the ability to turn on desktop notifications vs. email

notifications. Desktop notifications pop a notification on the bottom right hand of

the screen not matter where the user is navigating as long as they have Outlook up.

Email notifications send an actual email to the rep of the notification (used when

the ability to access notifications from mobile is critical).

ACTIVITY FEED

Click on the Vision icon to show and hide the Activity Feed.

The Activity Feed shows all of the recent notifications:


Email Opened Notifications appear when the recipient opens

an email.

Email Forwarded


forwards an email.


is downloaded.


link.

Web Page Visited

Notifications appear when a recipient visits a

web page.








VISION GROUP

The Vision Gmail plugin installs Vision tools within the New Email (Compose)

window. These tools are located at the bottom of the window with the formatting

tools.

TOOLS

Tool Description

Attachments

The Attachments tool gives users access to

that user’s Vision attachments in two ways:


used recently


attachments the user has access to.

Templates

The Templates tool gives users access to many

template options:

Save As Template: Save the current

email as a new Vision Template.


used recedntly


Vision templates the user has access to.

Custom Schedule

This option schedules an email in the future

and changes the Send button to Schedule.

NeuralSend™: Send the email at the

optimal time.



Custom Schedule: Choose a specific

time to send the email.

Tracked

When selected (default) emails are tracked in

Vision. Deselect this to not track the current

email.

DESKTOP NOTIFICATIONS

The Vision Gmail plugin will create desktop notifications near the system tray if the

user profile is set to receive desktop notifications. SEE ALSO Edit Section Settings in

the Account Settings section of the WebApp for more information on enabling

desktop notifications.

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