Intuvo Knowledge Base

Lead Form Overview

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Intuvo provides a Lead Form Builder which makes it easy to generate a variety of lead forms for different uses.  The Intuvo Lead Form generates "plain HTML" forms.  These forms can be customized almost infinitely as long as the core form name/value pairings remain intact.  They can be embedded on internal Intranets, external websites, etc.

How do I export filter results into Excel?

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1.  Log into Intuvo and select 'Grid' from your toolbar.

2.  Select the Category and particular Filter that you wish to see results for. Once you've selected the category, and the associated filter, the data will be returned to your view.

3.  Click on the green button in the top right-hand corner of the screen that says “Export contacts”.

How can I re-activate my user account?

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How to send a send from sample

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1. Go to the Marketing Tab.
2. Go to Content Library
3. Click Open, to the email you want to do a send from sample.
4. There will be a small @ symbol on the top left hand side of the email.  (not in edit mode)  Click the @ symbol.  
5. It will open up to have you select a recipient type.   If it's a mortgage account, the recipient will be borrower 1.  If it's a vehicle loan, the recipient will be vehicle borrow 1.  If it's for just contact information, the recipient will be contact.  Please reach out to support@intuvo.com if you need help with this step. 
6. Add the contact you are trying to merge's name.  Then select the assets you want to merge into the email.  
7. This let's you merge in any user information into your email.  Pick one of the users off the list.  
8. Put in your email and send your sample to yourself. 

How to Set up a Document in Print House

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Print House is a great resource if your Loan Officers frequent seminars or open houses.  You can easily add PDF documents that are universal, which allows your Loan Officer to merge in their data, print and go! Here is how you do it:

1. Have your team create the approved PDF for use.
2. Once the PDF is created, they will need to ensure that there are variable fields for the data they wish to import.
3.  Ensure that the filename is clear and pertains to the content of your marketing piece.

Time to upload:

1. Navigate to your Marketing tab in Intuvo
2. Click on the Print House sub menu
3. Click "Create New Asset"
4. You'll have a chance to "upload" your image or drag and drop it into the uploader.

Once the image is uploaded, you can now click on it to configure.

1. On the left side, is the configuration menu.  The text boxes you have placed in your document can be either static or dynamic fields.  The Static fields have a drop down menu that you can choose what data is to be merged in.  IE: User photo (headshot) user.contact1 (Name) user.contact 2 (Title), etc.

2. You can then click the lock icon next to the field so your Loan Officers cannot change it.  
3. Click "Save" and your done!

Managing Duplicates in OneTouch Email

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While sending a OneTouch email job you will have the option to remove duplicates as to help decrease your likelihood for unsubscribes and improve deliverability. 

How do I edit filters?

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Navigate to your Grid tab at top. Select a category and filter.

How do I edit columns?

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Navigate to your Data tab at top. Select a Grid Category and Filter. 

Why didn't my email go out?

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There is almost always a reason regarding why a email didn't get deployed.  There are some things that might be too advanced for troubleshoot and you can always reach out to support@intuvo.com.  If you do want to dive into the issue yourself and try troubleshooting it, here are some tips and tricks to doing that.  

How do I send a One-Time email blast from the Grid?

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Navigate to your Grid tab at top and select a Category and Filter.