wiki:featureList
Last modified 9 years ago Last modified on 10/31/10 02:53:40

Features =


This usage model will extract the overall scope of this project and determine the initial requirements


  • Manage platform users
    • Manage user credentials
    • Manage user profiles
      • Create new user profile fields
    • Upload list of users
    • Manager user security roles
      • Assign security roles to users
      • Create security roles
      • Assign security permissions to security role
      • Remove security permissions from security role
  • Manage marketing contacts
    • Create new marketing contacts
      • New contact web-form
      • Upload new contacts
    • Edit existing contacts
      • Edit contact web-form
      • Upload existing contacts
    • Remove contacts
    • View contact email reporting
      • View emails received and opened
    • Filter Contacts
      • Filter contacts with fields
      • Filter contacts with activity data
        • Filter based on emails received
        • Filter based on emails opened
    • Segment Contacts
      • Upload contacts to segment
      • Segment contacts from filter
  • Manage marketing accounts
    • Create new marketing accounts
      • New account web-form
      • Upload new accounts
    • Edit existing accounts
      • Edit account web-form
      • Upload existing accounts
    • Remove accounts
    • View account email reporting (uses contact email data)
      • View email receive rate for account
      • View email open rate for account
  • Manage custom data objects
    • Create custom data objects
    • Modify existing data objects
      • Add fields to data objects
      • Modify fields for data objects
        • Change field name
        • Change field data type
        • Change field optional values
          • Change field select list values
          • Change field radio values
          • Change field checkbox values
    • Associate data object with contact objects
    • Associate data object with account objects
  • Manage marketing assets
    • Manage email communications
      • Create emails
        • New email web-form
        • Upload HTML email
      • Modify emails
        • Edit email HTML
        • Replace email images
      • Test emails
        • Send test email communication
      • Blast email communication
        • Send email to contact segment
        • Send email to account
          • Send email to all users in single account
          • Send email to account segment
            • Send email to primary contacts of account segment accounts
            • Send email to all contacts of account segment accounts
      • Track email communication
        • Record email send to contact
        • Record email send to account
        • Record email soft bounce-back
        • Record email hard bounce-back
        • Record email open
    • Manage marketing asset folders
      • Create new asset folder
      • Remove asset folder
      • Move asset to folder
    • Manage marketing images
      • Upload new marketing image
      • Replace marketing image
      • Remove marketing image
      • Track marketing image
        • Create image tracking link
        • Record tracking link visit

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