{"id":4040,"date":"2015-12-29T15:41:55","date_gmt":"2015-12-29T15:41:55","guid":{"rendered":"https:\/\/139.59.23.56\/predictive3\/?page_id=4040"},"modified":"2019-05-15T19:22:27","modified_gmt":"2019-05-15T19:22:27","slug":"initial-configuration","status":"publish","type":"page","link":"https:\/\/help.predictiveresponse.com\/?page_id=4040","title":{"rendered":"Initial Configuration"},"content":{"rendered":"<p><img loading=\"lazy\" class=\"alignnone wp-image-2296\" style=\"color: #757575;\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/02\/checkbox.gif\" alt=\"checkbox\" width=\"35\" height=\"32\" \/><span style=\"color: #757575;\">\u00a0<\/span><strong style=\"color: #757575;\">Step 1.<\/strong><a title=\"Install PreRequisites\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=3537\"><span style=\"color: #757575;\">\u00a0<\/span>Prerequisites<span style=\"color: #757575;\">.<\/span><\/a> <iframe src=\"\/\/www.youtube.com\/embed\/3zU61_hhTF8\" width=\"100%\" height=\"450\"><\/iframe><\/p>\n<p><strong style=\"color: #757575;\"><img loading=\"lazy\" class=\"alignnone wp-image-2296\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/02\/checkbox.gif\" alt=\"checkbox\" width=\"35\" height=\"32\" \/>\u00a0Step 2.<\/strong><span style=\"color: #757575;\">\u00a0<a title=\"Activate Account\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=3179\">\u00a0Activate Account<\/a><\/span><span style=\"color: #757575;\"><a title=\"Set Network Access\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=3179\">.<\/a>\u00a0New installs only.<\/span><\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-2296\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/02\/checkbox.gif\" alt=\"checkbox\" width=\"35\" height=\"32\" \/>\u00a0<strong>Step 3.<\/strong>\u00a0<a title=\"Step 7. Complete company information\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=1594#company\">Complete company\u00a0information<\/a><\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-2296\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/02\/checkbox.gif\" alt=\"checkbox\" width=\"35\" height=\"32\" \/>\u00a0<strong>Step 4.<\/strong>\u00a0<a title=\"Configure access to the Edition Wizard\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=3203\">Configure access to Predictive through\u00a0a Campaign Record Type and Layout.<\/a> <iframe src=\"\/\/www.youtube.com\/embed\/KJhLFWOKhUg\" width=\"100%\" height=\"400\"><\/iframe> <img loading=\"lazy\" class=\"alignnone size-full wp-image-2488\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/08\/Information.gif\" alt=\"Information\" width=\"25\" height=\"25\" \/>\u00a0<strong>Important<\/strong>: If you are using the Salesforce Professional edition or using your own campaign page layouts, this step must be completed as the Email Edition Wizard is utilized to create your campaign emails.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-2296\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/02\/checkbox.gif\" alt=\"checkbox\" width=\"35\" height=\"32\" \/>\u00a0<strong>Step 5.\u00a0<\/strong><a title=\"Confirm required fields are configured\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=3271\">Confirm required fields<\/a><\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-2296\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/02\/checkbox.gif\" alt=\"checkbox\" width=\"35\" height=\"32\" \/>\u00a0<strong>Step 6.\u00a0<\/strong><a title=\"Install Test\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=3277\">\u00a0Install\/Upgrade Test<\/a><\/p>\n<p><a title=\"User Access Settings\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=4066\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-4245\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/08\/Next.gif\" alt=\"Next\" width=\"93\" height=\"44\" \/><\/a><\/p>\n<h1>We can help!<\/h1>\n<p style=\"color: #000000;\"><a title=\"Support Calendar\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=1050\">Click here if you wish to set a meeting for assistance with the installation\/configuration of a Predictive application or a training session.<\/a><\/p>\n<p style=\"color: #000000;\"><a href=\"#top\"><img loading=\"lazy\" class=\"alignnone wp-image-4251 size-full\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/02\/BackToTop.gif\" alt=\"BackToTop\" width=\"70\" height=\"34\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00a0Step 1.\u00a0Prerequisites. \u00a0Step 2.\u00a0\u00a0Activate Account.\u00a0New installs only. \u00a0Step 3.\u00a0Complete company\u00a0information \u00a0Step 4.\u00a0Configure access to Predictive through\u00a0a Campaign Record Type and Layout. \u00a0Important: If you are using the Salesforce Professional edition or using your own campaign page layouts, this step must be completed as the Email Edition Wizard is utilized to create your campaign emails. \u00a0Step [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":5,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/4040"}],"collection":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4040"}],"version-history":[{"count":58,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/4040\/revisions"}],"predecessor-version":[{"id":6373,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/4040\/revisions\/6373"}],"up":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/5"}],"wp:attachment":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4040"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}