{"id":3049,"date":"2020-04-08T17:34:20","date_gmt":"2020-04-09T00:34:20","guid":{"rendered":"https:\/\/mapp.com\/?p=3049"},"modified":"2020-04-08T17:38:42","modified_gmt":"2020-04-09T00:38:42","slug":"mapp-engage-faq","status":"publish","type":"post","link":"https:\/\/mapp.com\/blog\/mapp-engage-faq\/","title":{"rendered":"Mapp Engage FAQ"},"content":{"rendered":"
Once you have successfully logged in to the Mapp Engage portal, click on the person icon in the top right-hand corner (shown below):<\/p>\n
<\/p>\n
Next, click on \u2018View\/Edit\u2019 profile from the dropdown:<\/p>\n
<\/p>\n
Finally, update the time zone and language based on your requirements<\/p>\n
<\/p>\n
Data can be imported to Mapp via the following 3 methods:<\/p>\n
<\/p>\n
<\/p>\n
d. https:\/\/help.mapp.com\/Help.en_GB\/Help.htm#import-contacts-start-job-whiteboard.htm<\/a><\/p>\n f. Three dots > Members<\/p>\n <\/p>\n <\/p>\n g. Import<\/p>\n <\/p>\n a. Main menu > Administration > Exports<\/p>\n b. Create > Select the relevant export<\/p>\n <\/p>\n c. Setup export: https:\/\/help.mapp.com\/Help.en_GB\/Help.htm#type-window.htm<\/a><\/p>\n <\/p>\n You can generate your own reports by going to the Administration tab and selecting either Exports or Reports.<\/p>\n You may want to generate an export if you want more information on HOW contacts interact with your messages. More information can be found here https:\/\/help.mapp.com\/Help.en_GB\/Help.htm#d6949852e293837.htm%3FTocPath%3DMapp%2520Engage%7CAdministration%7CExports%7C_____0<\/a><\/p>\n <\/p>\n You may want to generate a report to track, measure and evaluate the success of your marketing campaigns. More information can be found here https:\/\/help.mapp.com\/Help.en_GB\/Help.htm#reports-info.htm<\/a>.<\/p>\n <\/p>\n In the Engage homepage, look in the top right corner, click on the person icon and then click \u201cnew password\u201d. Please note that password should be at least 8 characters in length and must contain: a lowercase character, a uppercase character, a symbol and a number.<\/p>\n <\/p>\n You can view statistics by clicking on the \u201cstatistics\u201d bar on the left. This will then prompt you to view either group statistics or single message statistics. By clicking on the 3-bar icon per single message or group message you will then have a further breakdown. More help can be found here.https:\/\/help.mapp.com\/Help.en_GB\/Help.htm#d6949852e134873.htm%3FTocPath%3DMapp%2520Engage%7CStatistics%7C_____0<\/a><\/p>\n \u00a0<\/strong><\/p>\n Once a support ticket is raised in the Support Portal the response times vary, depending on the priority of the issue. Issues fall into 1 of 3 priorities;<\/p>\n P1 \u2013 2 hours initial response time<\/p>\n P2 \u2013 1 business day initial response time<\/p>\n P3 \u2013 2 business days initial response time<\/p>\n <\/p>\n Support tickets are raised through the support portal at http:\/\/mapp.service-now.com\/csm<\/a><\/p>\n The attached document details how to log in and raise a ticket from page 11 onwards.<\/p>\n <\/p>\n System users are created by going into Administration –> System Users and then clicking on the CREATE button. You then enter the Email, Name, Language, Timezone and Role of the user before clicking on SAVE to create the user. The Role of the user is what assigns them their permissions. You can read more about permissions here<\/a>.<\/p>\n <\/p>\n a. Main Menu > Groups<\/p>\n b. Search for your group and click on the pencil<\/p>\n c. In the \u2018Reply Handing Tab\u2019, click on \u2018Defined Email address\u2019 and set the Name and Email you would desire to use.<\/p>\n d. Click on save<\/p>\n <\/p>\n a. Once you have your prepared\/draft message ready. Click on the preview(eye) button in Prepared\/Draft Messages:<\/p>\n b. In this tab, click on \u2018Send rendering test\u2019:<\/p>\n c. Go to Message -> Inbox Rendering:<\/p>\n d. Click on the preview button for your message:<\/p>\n <\/p>\n e. Here you will be able to view how your email renders in different clients and devices. Do note, this takes a few minutes to generate.<\/p>\n More information can be found in : https:\/\/help.mapp.com\/Help.en_GB\/Help.htm#cshid=MESSAGE–INBOXRENDERING–OVERVIEW<\/a><\/p>\n <\/p>\n a. Go to Content -> Content Store<\/p>\n b. Click the type of the file and click on create:<\/p>\n c. Choose the name and upload the file. Make sure the automatic expiry date is selected.<\/p>\n d. Automatic expiry – Automatically expire 180 days after the last time that they are accessed. Each time the element is accessed, the expiration date is reset. If this is not ticked, then the image will expire on the date specified. Once deleted, we will not be able to recover it.<\/p>\n <\/p>\n At Mapp, customer success is our #1 priority. That\u2019s why our Customer Success Management team are here to help you from the early stages of the onboarding phase and throughout your relationship with Mapp.<\/p>\n Depending on your CSM package, we can support in many ways \u2013 from completing a simple task in Mapp Engage within the same day, to managing and delivering complex projects across multiple channels.<\/p>\n Reach out to your Account Manager or CSM representative to find out more about your available options.<\/p>\n <\/p>\n a. Admin > Attributes<\/p>\n b. Go to Administration<\/p>\n c. Click on the Attributes tab<\/p>\n d. Then on the top left, click on \u2018Create\u2019<\/p>\n <\/p>\n There are 4 attribute types:<\/p>\n You can also create an enumeration on your attributes, by clicking on the action menu. Please note:<\/p>\n For more information about attributes on Mapp Engage, please click on the link: https:\/\/help.mapp.com\/Help.en_GB\/Help.htm#d6949852e289507.htm%3FTocPath%3DMapp%2520Engage%7CAdministration%7CAttributes%7C_____0<\/a><\/p>\n <\/p>\n Sends can be triggered from Mapp Engage in the following ways:<\/p>\n <\/p>\n It can be found by pressing the question mark in the top right-hand side of Mapp Engage.<\/p>\n\n
<\/p>\n
<\/p>\n
<\/p>\n
3. How do you export data from Engage to your CRM?<\/strong><\/h5>\n
<\/p>\n
<\/p>\n
4. What type of reporting can I get from Engage?<\/strong><\/h5>\n
<\/p>\n
\u00a0\u00a0
<\/p>\n
5. How do you change your password?<\/strong><\/h5>\n
<\/p>\n
6. How do I check my stats?<\/strong><\/h5>\n
<\/p>\n
7. What support SLAs can I expect from Mapp?<\/strong><\/h5>\n
8. How do I raise a support ticket?<\/strong><\/h5>\n
9. How do I create a system user and assign permissions in Engage?<\/strong><\/h5>\n
10. How do you set the sender address correctly?<\/strong><\/h5>\n
<\/p>\n
<\/p>\n
11. How do you render-check your emails?<\/strong><\/h5>\n
<\/p>\n
<\/p>\n
<\/p>\n
<\/p>\n
12. How can I host images within Engage?<\/strong><\/h5>\n
<\/p>\n
<\/p>\n
<\/p>\n
13. What support can I receive from Mapp?<\/strong><\/h5>\n
14. How to create new attributes?<\/strong><\/h5>\n
<\/p>\n
<\/p>\n
<\/p>\n
15. What attributes are available?<\/strong><\/h5>\n
\n
\n
16. What can I use for triggered sends within Engage?<\/strong><\/h5>\n
\n
\na. Main menu > Automations > Whiteboard NEW\u00a0\u00a0
b. Create > Select the applicable whiteboard type
\nc. Build the whiteboard audience, journey steps and then attach the correct prepared message to the whiteboard. You can add multiple messages, wait timers and steps.
\nd. More information on this here: https:\/\/help.mapp.com\/Help.en_GB\/Help.htm#send-email-job-whiteboard.htm%3FTocPath%3DMapp%2520Engage%7CAutomations%2520Overview%7CWhiteboard%2520NEW%7CJobs%7C_____3<\/a><\/li>\n<\/ul>\n\n
\ne. You can select time-based, event-based and profile-based automations
\nf. More information about each one here: https:\/\/help.mapp.com\/Help.en_GB\/Help.htm#automation-info.htm<\/a><\/li>\n17. Where is the help page?<\/strong><\/h5>\n
<\/p>\n