E-Marketing for the Sage SalesLogix Client: Account Manager

This page explains the features of the Sage SalesLogix E-Marketing Account Manager.  When you first click on the option to Manage your E-marketing Account, the following screen appears:

  1. Click Create New Swiftpage emarketing Account to create a new Sage SalesLogix E-marketing account.  This option is not available if your E-marketing account is already set up.
  2. Click Manage Existing Account to enter the E-marketing Account Manager. (See the additional information later on this page.)
  3. Click “Use existing Account” to connect your Sage SalesLogix database to a previously existing E-marketing account.

The Manage Account Window
When you click on the Manage existing Account button, you will be asked to input your Account password.  Do so, and the following screen appears:

  1. Your Sage SalesLogix E-marketing account details are shown at the top of the screen, including your send limit, number of seats on your account, and so on.
  2. Purchase/Change Seats: this button opens an Internet browser with your Sage SalesLogix E-marketing account settings, where you can add new seats to your existing account, raise your send limit, manage your credit card information, and so on.
  3. Add Swiftpage emarketing User ID: use this button to add a Sage SalesLogix E-marketing user to your account.  When you click Add Swiftpage emarketing User ID, the following screen appears:

Select a Sage SalesLogix user from the menu on the top left, and that user’s information is automatically populated into the applicable windows.  (In the example above, selecting Chris Taylor as the Sage SalesLogix user automatically adds her contact information into other fields.)  You can change any of the information you wish, including the suggested User ID that is shown.  Once you have the correct options in place, click Submit and the user is both created and mapped to the Sage SalesLogix user you chose.

  1. Map SalesLogix User to Swiftpage emarketing User: this button allows you connect Sage SalesLogix users with Sage SalesLogix E-Marketing users.  When you click this button, the following screen appears:


Sage SalesLogix E-marketing users are shown on the left-hand side, alongside the name of the Sage SalesLogix user to whom they are mapped.  Highlight a user and click Remove Mapping to remove the mapping (i.e. to break the connection between the E-marketing user and the Sage SalesLogix user).  If the “Mapped to” field is blank for a user, the E-marketing user is not yet mapped to a Sage SalesLogix user.  In that case, highlight the E-marketing user on the left and select (from the list on the right) the Sage SalesLogix user you wish to map to the E-marketing  user, then click on Map User.  The E-marketing user is then mapped to the Sage SalesLogix user.

  1. Map Swiftpage emarketing Mail Merge Fields: use this button to map your Sage SalesLogix database fields to mail merge fields for use in your Sage SalesLogix E-marketing templates.  When you click Map Swiftpage emarketing Mail Merge Fields, the following screen appears:

Click the plus sign (+) next to the Contact or Lead headings to display all available contact and lead fields.  Click any field, and its name will appear in the “Current selected Mail Merge field” box.  You can modify it at this point if you wish, then click Add.  The new mail merge field will now appear in the right-hand column for “Current Mail Merge definitions.”  That mail merge field is now mapped to the Sage SalesLogix contact or lead database field shown, and may be used in your E-marketing templates.  You can also use the Delete button to remove existing Mail Merge fields.

  1. Change Swiftpage emarketing Email Footer: to modify the footer automatically added to your email blasts when sent, click this button and the following screen appears:

Modify details here as needed, then select E-marketing users to apply the changes to.  Click Submit when you are finished, and the email footers are updated.