Note: The actions on this page is performed automatically on SuperOffice versions 7.3 and newer. For older versions these steps needs to be performed manually.
When you integrate eMarketeer with SuperOffice, some actions are automatically performed on SuperOffice to enable eMarketeer features from within SuperOffice.
In summary, the following items are added.
- Web panels
- Fields
- Types
- Sources
- Projects
Database Fields
eMarketeer creates new database fields in SuperOffice to provide sales and activites generated by eMarketeer with more information.
The created fields can be found in SuperOffice Admin in the “Fields” section under the “Sales” and “Follow-up” tabs.
Two fields called “eMarketeer:1” and “eMarketeer:2” are created under “Sales” and “Follow-up”. (4 fields in total)
All fields are created as “long text” with a length of 195.
Web panels
These items are found in SuperOffice Admin under “Lists” -> “Items” tab -> “GUI Web panel”. The panels loads information from eMarketeer.
Lead Report
Name: Lead Report
URL: https://app.emarketeer.com/ext/services/leadreport/?emid=YOUR-EMID
Window Name: Event Details
Visible in: Panel -> Web Panel
Show: uncheck all
Available check all
Sales info
Name: eMarketeer detailed sales info.
URL: https://app.emarketeer.com/ext/services/so_index.php?f=<ss45>&e=<ss46>
Window Name: e.g. Sale Event Details
Visible in: Panel -> Sales card
Show: uncheck all
Available check all
Activity info (Follow-up)
Name: eMarketeer detailed info.
URL: https://app.emarketeer.com/ext/services/so_index.php?f=<ts45>&e=<ts46>
Window Name: e.g. Event Details
Visible in: Dialog -> Dialog for follow-ups
Show: uncheck all
Available check all
Timeline Report
Name: Timeline Report
URL: [url from eMarketeer] (Replace the e-mail address with the SO variable <amai>)
Window Name: e.g. Timeline Report
Visible in: Panel -> Contact Dialog (SuperOffice 7.5 and later only. For earlier versions, select Navigator Panel.)
Show: uncheck all
Available check all
Follow-up types
These types are created to be used for activities generated by eMarketeer.
- Web visit feed
- Email feed
- SMS/Text feed
- Form feed
- Landing page feed
Sale Source
A new sale source is created called “eMarketeer”.
Projects
A new project is created called “Web Visits” which will stor all contacts visiting your web site.
Troubleshooting
Once the fields and panels are created they may not work instantly. To make sure it all works, do the following.
- Flush SuperOffice to make the panels show in the clients instantly.
- Make sure the created fields are in a published state.
Uninstalling eMarketeer
eMarketeer does not remove panels or fields when disabling the integration. This needs to be done manually.