{"id":3692,"date":"2015-08-03T21:53:48","date_gmt":"2015-08-03T21:53:48","guid":{"rendered":"https:\/\/139.59.23.56\/predictive3\/?page_id=3692"},"modified":"2019-01-23T12:57:12","modified_gmt":"2019-01-23T12:57:12","slug":"instantsend-for-predictive","status":"publish","type":"page","link":"https:\/\/help.predictiveresponse.com\/?page_id=3692","title":{"rendered":"Configuring and Using InstantSend for Predictive"},"content":{"rendered":"

InstantSend for Predictive (ISX) is a plug-in that you can use if you have installed the Predictive Adaptive Mailer and CampaignFlow. CampaignFlow adds new or existing leads\/contacts to the specified campaign in Salesforce. ISX coordinates the synchronize and send now features with the Adaptive Mailer.<\/p>\n

In other words, if CampaignFlow adds a contact to a campaign and InstantSend for Predictive is selected as a Trigger Action, the new member will get synchronized with the Adaptive Mailer and will be sent the active email right away.<\/p>\n

If you have installed CampaignFlow and are not using the Adaptive Mailer, then click here for more information on our InstantSend for Salesforce plug-in.<\/a><\/p>\n

\"Reference\"\u00a0Information<\/strong>: Click here to see information on how to use CampaignFlow and applicable plug-ins to automate the processes of adding members to campaigns and send emails to the members.<\/a><\/p>\n

Configuring InstantSend for\u00a0Predictive<\/h1>\n

Access Settings<\/h2>\n

To enable the ability to use Instant Send for Predictive, the appropriate profiles\/permission sets need to be modified.<\/p>\n

In the Apex Class Access Section, move all items that start with ISX from the left to the right \u00a0– Available to Enabled.<\/p>\n

Custom Settings<\/h2>\n

If you are planning a large upload or update of leads or contacts, you will most likely want to turn off ISX until the update\/insert is complete.<\/p>\n

Activate the ISX Custom Settings. Go to:<\/p>\n