How to Integrate with Salesforce

How to Integrate with Salesforce

To integrate Redtie with your Salesforce account, simply follow the steps below:

1. Log into Redtie, proceed to the Contacts > Integrations and click on the Salesforce tile.[/vc_column_text]

2. To finish the integration, click Salesforce -> Connect

3. To fully Integrate Redtie with SalesForce, you will need to provide your email address and password in the Salesforce app settings.

4. Now the SalesForce connection established successfully and you can start importing contacts

5. Choose the account and import contacts. Once the contacts are imported, you will be notified via email.

Watch a Demo:That’s it! SalesForce is now fully integrated with Redtie. You are all set to message your contacts now. 
If you are experiencing any trouble with this integration, please contact us via Redtie chat or at getredtie@redtiemail.com

Redtie Integration with Zendesk

Redtie Integration with Zendesk

This article will guide you through the process of integrating your Zendesk account with Redtie account.  To integrate Redtie with your Zendesk account, simply follow the steps below:

1. In the Contacts admin panel, click on Integrations.

2. To fully integrate Redtie with Zendesk you will need your API Key. Please log into your zendesk.com account to find the API Key.

3. After you log in, click on the settings icon at the bottom-left corner of the panel and proceed to the Channels > API section. Make sure that the Token Access section is enabled, then click on Add new token, create its name, and generate it. Copy the token and paste it somewhere secure.

4. After you enter your email address, Zendesk URL, and the personal access token from above into integration settings, click connect and Zendesk is now connected to your Redtie account. 

5. Now that your Zendesk account is integrated with Redtie, click Export / Import and integrate CRM records with CRM lists.

6. Once the contacts are imported from Zendesk, you will be notified via email.

Watch a Demo:That’s it! Zendesk is now fully integrated with Redtie. You are all set to message your contacts now. 

If you are experiencing any trouble with this integration, please contact us via Redtie chat or at getredtie@redtiemail.com

How to Integrate with MailChimp

How to Integrate with MailChimp

To integrate Redtie with your MailChimp account, simply follow the steps below:

1. In the Contacts admin panel, go to Integrations and click on the MailChimp tile.

2. Click Connect to fully integrate Redtie with MailChimp.

3. To do so, you need your user name and password for MailChimp account.

4. MailChimp is now integrated with Redtie and you can start importing your contacts.

5. You have an option to choose the tag name for the contacts you import. Choose the Tag name and import MailChimp contacts.

Watch a Demo: Done! Redtie is now fully integrated with MailChimp. If you are experiencing any trouble with this integration, please contact us via Redtie chat or at getredtie@redtiemail.com

Duplicate Content

5 Common WordPress Duplicate Content Issues & How to Fix Them

WordPress makes life easy for small businesses, bloggers, and large news sites. You have best practices automatically applied in many cases like canonical links and there are plugins for practically everything else you need. Tags are a huge problem for many WordPress websites. When you tag an article it creates a unique page that is full of other content you feel is relevant.

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Source: SearchEngineJournal

Ready for the changes – legacy Adxstudio Portals v7 ?

Microsoft Dynamics 365

Microsoft acquired Adxstudio in 2015, third party portal extension of CRM mainly for its engagement features. The past two years, Microsoft has natively built them into Microsoft Dynamics 365. At this point of transition, Microsoft continued supporting the legacy Adxstudio Portals v7 product and is providing advance notice of changes to legacy Adxstudio Portals v7 product lifecycle and support.

Microsoft has just announced transition options from legacy Adxstudio Portals v7 to Microsoft Dynamics 365 – Portals and a formal support channel to assist organisations with the transition to these new portal options.

It began the process of pausing new license sales for the legacy Adxstudio Portals v7 product at the end of 2016 and the formal support for legacy Adxstudio Portals v7 will end on August 1, 2018.

Here is where we, at EphronTechnologies, can help existing ADX portal customers to plan ahead for the August 1, 2018, deadline and determine the best transition path forward for your organization.

The transition options are 3 types :

1. Migrate to Microsoft Dynamics 365 – Portals – a new service that is part of the Microsoft Dynamics 365 online offering

2. Use Microsoft Dynamics 365 – Portals source code v8.3 – a one-time source code release that is customizable, but limits future migration opportunities and does not include support. The source code can be downloaded for free through the Microsoft Download Center.

3. Continue using legacy Adxstudio Portals v7 – if your organization acquired legacy Adxstudio Portals v7 via a perpetual license, you may continue to use your current legacy Adxstudio Portals v7 product.

As a valued Dynamics service provider, we suggest organisations to go with the first option above and get benefited with the below values and benefits.

What to expect ?

Migrating involves moving to Dynamics 365 online version. It will require previous customizations to be removed from the ADx portals and upgrade to Dynamics 365 portal solutions, reconfiguring, deploying the new portal. Well all these require expert’s knowledge in the new Dynamics portal services and EphronTechnologies has been well equipped to take these kinds of challenges, our Engineers are well trained to do all these for you.

So, what are the benefits?

Dynamics Portal’s product support will be much effective from Microsoft’s Customer service team.

Upgrade documentation will be public soon.

Experienced partner support like us readily available.

Multi-language
Better security standards

A range of free subscriptions including a portal for free.

Microsoft Dynamics 365 – Portals (v8+) includes the following list of new features:

Knowledge Management Improvements:

Support of Knowledge Article entity
Support of knowledge categories
Product-based filtering
Content access level security
Faceted search results

Customer Support Improvements:

Case deflection user experience in customer service user experiences
Replacing Notes with new portal comments entity
Generic Ratings and comments entities
New portal: employee self service

Online Service:

Automated deployment and management interface
Available in all Dynamics 365 data centers, including government cloud and German sovereign
Operated and maintained by Microsoft
Redundancy built into the service
Automatically upgraded when new portal versions are available with new features and bug fixes

Accessibility improvements
Performance improvements
Multi-lingual portals and support of 43 different languages

PRM improvements:

Config-based implementation of Partner portal
Field and Project Service integrations
Deal Registration
Multi-partner collaboration
Partner recruitment and onboarding

Charts and dashboards
Portal activity reporting
Chat integration
Support for filename and description for web files in search results
Content creation wizard

Authentication Improvements:

Single Sign-on configuration
Claims mapping to contact records
Azure AD-B2C support including multi-tenant authentication

Support for date-only and time zone-independent field types

So, what next? Planning to migrate to Dynamics 365 portals ? Let us help.

Please contact us by sending an email to redtieapp@redtie.email

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