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Basics & how to send Swiftpage emarketing email campaigns
Menu Basics of the plugin Send an email campaing now Schedule an email campaign Send As feature

Get scores feature and the Swiftpage emarketing Call List
Menu Scores Menu Basics Scores: Get Scores Swiftpage emarketing Call List Call List: Assign Contacts Call List: View Assignments Call List: Manage Tags

How to query search your Swiftpage emarketing scores in SalesLogix
Menu Query Scores Overview Query: Create a Call List Email New Query Groups Individual Contact Scoring

Bringing survey data back into SalesLogix
Menu Scores Menu Basics Survey Data Back into Slogix View Survey Data Use the Survey Data List Builder List Updater

Use the Survey Data

Sort Data

So now, you are able to sort the data by any column. Let's say we want to follow up with everyone who said they would like more information. We would click on the appropriate column for that question to sort out the "Yes" from "No", and all the "Yes" answers will now be grouped together.

Create Group

Now that the data is sorted, click on "Create Group..." in order to bring these contacts together.

Save Group

You will be prompted to save your group, type in a Group Name in the space provided. You will be able to select to include all the records from your Survey data, or only what you have selected.

When you are finished, click "OK", and the window below will tell you to hit Ctrl + F5 to refresh your SalesLogix view.

Show Group

After doing a "Refresh All" (Ctrl + F5), your new group from the survey responses you have selected will become it's own tab within SalesLogix!