Intuvo Knowledge Base

How do I reassign contacts

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1.  Go to the grid > Category 'All Client' > Filter 'Everyone'

2.  Then click edit. 

How do I add or change my companies logo?

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Upon initial setup of your Intuvo account, your Account Manager will process and upload your companies headshot to your Intuvo system, to be used across your marketing materials. As your organization evolves, it may become necessary to update the logo image provided during your initial implementation. To assist your Support Team or Account Manager with updating your Logo, please follow the below steps.

Email Transaction Report

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Glossary of Terms

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Campaign – In Intuvo, a campaign is a series of events that happen for any given lifecycle that the member might be in. A campaign might be the series of events for New Member Onboarding or for a preapproval campaign while the member is out shopping for a new car or home.

Content Library – The place where you can access and organize all your emails, postcards, text messages, tasks, and letters.

Daily Marketing Preview – This is a queue of all the emails and text messages that are currently able to be sent from Intuvo or that have already been sent from Intuvo.

Events – An event is an email, text message, postcard, task or letter that has been set up in a campaign with a predetermined frequency, filter and recipient.

Filter – The conditions and rules that are put in place on an event or a marketing track. Filters are generally built in the Grid Unit and then are assigned to events and marketing tracks to help drive which contacts receive different types of communication.

Frequency – The timing of when an event is released in a campaign. Frequencies can be a timeline, specific date or trigger based.

Marketing Track – The rules of how a contact starts and stops a campaign. Records can be assigned and removed from campaigns using the options available in the Marketing Track. Marketing Tracks are automatically evaluated on a daily or hourly basis to move contacts around to the correct campaign at any given time.

OneTouch – This is the email blasting engine in Intuvo and can be used for sending out a large blast email to a group of contacts that are defined by a filter.

Record – A record or an object in Intuvo are the ways that data is broken down on a member’s contact record. A contact record is broken down into different data tables depending on where data is being imported from. Contact and demographic data are stores in the “Contacts” table. Data regarding the member’s residence address is stored on the “Addresses” table. Other data tables are Accounts, Credit Cards, Cross-sells, Mortgage Loans, Properties, Personal Loans, Trade Lines, Unsecured Loans, Vehicles, and Vehicle Loans.

Specific Date – An event in a campaign that is set to fire on a specific day of the year. These events occur annually and will continue to send every year to all contacts on the campaign as long as they are on the campaign.

Timeline – An event in a campaign that has no additional filtering needs. These are usually used for linear campaigns like prospecting or standard drip campaigns. Timeline events give you the option to fire an email on Months and Days and are always sent to the contact record on the campaign without consideration for any other products or loans they might have.

Trigger – An event in a campaign that is set to fire off any date field in the database. Triggers are also assigned a window of time around which they can be triggered using days before and after.

Intuvo 5.22 Production Release

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A couple items were setup and released to production as our teams continue forward with planning and building of some larger, pretty fantastic, new things coming in 2019.

Production Release 5.22 entails: 

• Increasing the text message character limit to 420 characters.
• Correcting a bug in which the Daily Marketing Preview will not correctly show the Sending User of a Draft email event.
• Update to the Ideas.intuvo.com portal that links users to a community feature request portal.
• https://intuvo.atlassian.net/projects/ID/versions/11969/tab/release-report-all-issues

Draft and Published Events

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By default, when you create an event in your campaign, it will be set to draft. 

1. You can toggle it to "Published" mode by clicking on the button that says "Draft" on the event.

Understanding the Dashboard

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The Dashboard is an exciting high-level overview of how the loans within your account are transacting. Where you see 'TBD'  refers to loans that are started but have not yet moved onward to be a complete application or do not have their required pieces to be completed. The calculations are for campaigns that take loans from TBD type to full application and full application to funded. By default dashboards, calculations will be a rolling 30 days. For Example: to calculate the TBD to Application ratio it would be all contacts assigned to a TBD type campaign in the last 30 days overall contacts that were at one point TBD type now transitioned to In Progress/Complete Application Status.

Intuvo Release Notes 5.18.0-0

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In the flow of setting up campaign events,  you now notice in the section that displays the filter criteria that you now will also be able to scroll down and see the results of a filter. This should make it easier to make decisions while building a campaign rather than setting ‘place holders’ and having to re-navigate around the app.  Its a nice change, and we'd love to hear any feedback on how it works for you.

Signature Customization

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Intuvo uses a series of custom fields to facilitate custom branding across your institution.  We use 8 fields to help you customize each user's contact information. Below will explain a bit more to help you through the setup.

What is the content library?

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The Content Library in your Intuvo system is a working house for all of your marketing materials. All content that is currently in campaigns, or simply saved in your system will live in your Content Library. This includes Mailers, Tasks, Letters, E-mails, Text Messages, and Push Notifications. Your content library is readily equipped with categories for you to thoughtfully organize your company's materials. You can also search your content library on your quick navigation panel on the left-hand side of your library.