Adding an Import User

Starting in R11.2 we started using an import user for several processes in MarketingPilot including Email Marketing and many of the import processes.  The import user is a SQL Server user, the user needs to be mapped to the MarketingPilot database and have the mp_user and mp_import database roles. Once the user is setup in SQL, it needs to be added to your MarketingPilot application on the Site page, the field is towards the bottom of the page. Once you add the import user and the password (don’t forget to enter it twice), hit save, if you don’t get an error, you are good to go, if you get an error, keep reading for some tips to fix the issue.

If you receive an error stating the import user is not setup correctly there are a few items to check:
1.  Be sure the import user is mapped to your MarketingPilot database
2.  Be sure the user has the mp_user and mp_import roles
3.  Check the exceptionlog in the Web Server folder, if you receive an error similar to ” Cannot execute as the database principal because the principal “dbo” does not exist, this type of principal cannot be impersonated, or you do not have permission.”  You may have an issue with your database owner.  This error normally appears when you have upgraded your SQL server from 2005 to 2008.  To correct this issue you can make the SA user the database owner by running this sql on your MarketingPilot database:  EXEC sp_changedbowner ‘sa’
This will change the database owner and the error should go away.

Setting up relays in Exchange Server

When you are a self hosted client and need to setup your email in MarketingPilot you may find that you are creating emails, but they don’t seem to be delivered.  This may mean you need to setup an open relay in exchange server.  Below are links to Technet for Exchange 2007 and 2010 that give you information that will help you setup your relay so it works for both internal an external email.

Exchange 2007: http://technet.microsoft.com/en-us/library/ee428173(v=exchg.80)

Exchange 2010: http://technet.microsoft.com/en-us/library/bb738161.aspx

Customizing MarketingPilot's Screens

Increase your productivity by taking a few minutes to customize MarketingPilot’s View screens. Simply put, a View screen lists things: a listing of Jobs, Tasks, or Contacts for example. Why spend time customizing? Two reasons:

  1. Set up the screen(s) that you use most often so that you see exactly what you want to see, grouped in the format that makes sense to you.
  2. Need a report? Quickly grab the data that you need and then export to Excel with a click of a button.

This exercise uses the View Tasks screen.

The View Tasks screen

The View Tasks screen

Noted Features:

  • Sort ascending or descending by clicking the text of any column header. A small triangle will appear to the right of the column header indicating the sort order.
  • Rearrange columns by clicking and holding on the text of a column header. Don’t let go! Drag the column header left or right. Let go your cursor when it is is to the left of the column header you want to insert it before.

    Moving Start Date before Due date

    Moving Start Date before Due date

  • Add or remove fields to the screen by clicking the wrench icon (usually the right-most icon).***TIP: Often you can jump to several areas of the system from one screen by adding the appropriate columns. If you see a small icon to the right of text while hovering it over you, MarketingPilot is warning you that you will go somewhere else if you click. In the example below, the “Job” field was added to the Task screen. You can go directly to the Job from the Task screen by clicking text within the Job column.

    Ability to jump to the Job from Task screen

    Ability to jump to the Job from Task screen

  • Search in general by typing text in the large search box at the top of the screen and then click Go.
  • Conduct a targeted filter for a specific column by typing text in the white box just below the column name. Then, click the Funnel icon to the right of the box and select the appropriate filter to apply, such as “Contains” or “Less Than.” Further refine your search by repeating this step in another column to drill down your results.***TIP: MarketingPilot will always remember your last search. If you most often want to see Tasks assigned to you only, type your name in the “Assigned To” filter box and click “Contains.” You will only see your tasks until you remove the filter.
  • Click the large Filter button located to the left of the Search box to display enhanced global filters. Within Tasks, for example, presents options to Filter by tasks only assigned to you or by you, as well as a variety of built-in date filters. Toggle back to the large Search box by clicking the Search button.

    Toggled to Filter functionlity

    Toggled from Search to Filter functionality

  • Clear all Search and Filter criteria by clicking Clear.
  • Group the data by one or more columns by clicking AND holding on a column header, and then dragging the column header to the top left of the column header area. Keep holding! Look for the text that reads “Drag column here to group.” When your cursor is touching the word “Drag”, let go. The text is replaced with the column name. To remove the filter, drag the column name anywhere within the header row.
    Notice "Drag column here to group." Before releasing the mouse.

    Notice "Drag column here to group." Before releasing the mouse.

    After releasing the mouse. Grouped by "Assigned To."

    After releasing the mouse. Grouped by "Assigned To."

    ***Tip: You can group by more than one column at a time. Just repeat the actions above. For example, you can group first by “Job” and then by “Status” to View tasks by their status on a job-by-job basis.

  • Create a custom report on the fly and export to Excel by performing a combination of the above actions and then click the Excel icon. You can then format and further modify your report within Excel.

Good to Know:

You can reset the screen back to MarketingPilot’s default settings at any time by clicking the Wrench icon, and then clicking Reset.

How to Add Custom User-Defined Fields (UDFs)

Need another field? MarketingPilot enables you to add “user-defined fields” (UDFs) on the fly. First, you will need to decide what field(s) to add. Then, determine the data type(s): Text, Number, Date, or Category (drop-down). In this example, we have decided that the “Advertisements” screen needs two additional fields: SNAZZY TEXT to enter free-form text and SNAZZY DATE.

Step-by-step:

  1. Expand SITE in the shortcut/navigation bar.
  2. Click LANGUAGES
  3. Click on the desired language, most likely ENGLISH. Every label in the system is displayed.
  4. Click the area where the fields are to be added, ADVERTISEMENTS in this case.
  5. In the search box, type the word USER and click GO. The available UDFs are displayed. Note that you may need to click “Next” to display additional fields.
  6. Adding a field is as simple as changing the “Site Label”. User 1 (Text) and User 12 (Date) have been relabeled SNAZZY TEXT and SNAZZY DATE respectively.

    Adding UDFs to the Advertisement Area

    Adding UDFs to the Advertisement Area

  7. Be sure to hit SAVE at the bottom of the screen.
  8. Check out the fields.

    Two UDFs added to the Details section of Advertisements

    Two UDFs added to the Details section of Advertisements

Good to Know:

  1. Odd-numbered UDFs appear in the left column, even in the right.
  2. UDFs appear in numerical order, so UDF 16 will appear after/below UDF 12.
  3. UDFs will appear in either the Details+ area or Details tab. If a screen has neither, then they will appear in the header.
  4. To remove a UDF, repeat steps 1-5 above, except rather than typing “user” type the field label to remove. Change the label back to its original label (i.e. make the “Site Label” match the “Default Label”).
  5. Category UDFs have an additional step. Be sure to add values to the category like you would with any other Category type field. Go to Site, Categories and search for the field by the UDF name.
  6. The Jobs area has expanded UDF functionality enabling you to categorize fields into groups, modify the order, and indicate if a field is required. Check out the online help for details.

Prerequisites:

  • UDFs are available in the Enterprise edition.
  • You must be an Administrator to add UDFs.