Upgrade Checklist | Predictive Response

Upgrade Checklist

Use this checklist to make sure that you have successfully installed Predictive. Most of the information is in your installation guide. References to other information has been added below. Have you…

 Setup New Campaign Types.

 Click here for more information.

 Setup Email Edition section.

 Click here for more information.

 If not using our campaign page layouts, check the available information to determine if you wish to add to your layout.

 Click here for more information.

 If not using our campaign page layouts, add the campaign member section or modify to include our information – Reason and Level.

 Click here for more information. For more information on Reasons and Levels, click here.

 Setup global test members.

 Click here for more information on creating global test members. For more information on the fields required to do so, click here.

 If you are not using our lead/contact layouts, review our custom buttons and add as desired.

 Click here for more information.

 If you are using our custom layouts for Campaigns, Campaign Members, Leads and/or Contacts, have you assigned them to the appropriate profiles?

 Click here for more information.

 Have you requested a Version10 Review session for all relevant parties?

 Use this link to access our training calendar.

 Have you checked out our online user guide?

 Click here for more information.