Table of contents
No headersAMPscript is a scripting language that you can embed within HTML emails, text emails, landing pages, and SMS messages.
ASCII characters are part of a universally standardized character set to preserve the correct presentation of the characters in HTML.
The Account Information workspace contains the following key information about your account:
The Account Send Summary Report contains all counts and rates for sends and responses for an account. This information is organized by send.
An activity is a discrete unit of work in the application. You can associate one or more activities with zero or more messages to make a program. The following kinds of activities are available:
Additional Installation Procedures
These additional installation procedures provide functionality beyond the default installation.
Advanced Features of ExactTarget for Microsoft Dynamics CRM 4.0
Advanced features of ExactTarget for Microsoft Dynamics CRM 4.0 allow administrators to exercise control over the users of the Dynamics CRM integration and determine how information is mapped within the integration.
Attribute by Tracking Event Report
The Attribute by Tracking Event Report contains the subscriber that performed a tracking event in response to a particular send during the time period of the report. You choose a subscriber attribute to include in the report.
BrandBuilder is private-labeling tool. Based on the colors of the logo you upload, BrandBuilder provides you with several predesigned color schemes. The color scheme is then applied to the ExactTarget application so your users have a branded experience.
A business unit is a hierarchical administration structure that controls access to information and sharing of information. A business unit allows you to manage user roles for the business unit, view users who have access to the business unit, and define filter criteria for subscribers.
The CAN-SPAM Act imposes stricter requirements on Commercial email than on Transactional email. Complying with these requirements not only protects you from litigation related to the CAN-SPAM act, but also demonstrates your commitment to providing relevant messaging to your customers.
A campaign is a series of related emails. The Campaign object in the web service API relates to the Program feature in the user interface.
Configuration of ExactTarget for Appexchange to Interact with the S4 Instance
Customers using the S4 instance in conjunction with their Salesforce instance must modify links within that Salesforce instance in order to make the ExactTarget-specific tabs and links function correctly. Otherwise, you will notice errors when trying to access these features.
A content box is an area of an email where you can insert text, links, images, and tables. You can build and edit content by managing content boxes in an email. Content boxes are based on a standard template or an HTML paste template. You design the layout and input the content of each individual content box.
A content creation tool is a tool that you use to create content for your emails and landing pages. These tools include:
Content Detective is a tool that helps you identify spam triggers in your email content. This feature mirrors the logic used by spam-filtering software to identify words, phrases, and patterns that are likely to trigger filters and then recommends a resolution to each identified problem. After running the Content Detective, you can edit the triggered it identifies out of your email.
The Content-Building Wizard is a window that leads you through the process of creating content. When you're creating a header for a standard template or creating a content box for an email based on a template, you walk through the content-building wizard to define the layout and content. The wizard is designed to handle all content types, such as SMS and Smart Capture, regardless of the size or impact on the email.
Conversion Tracking Statistics Report
The Conversion Tracking Statistics Report contains a list of conversions and their value for links across multiple sends during a time period you choose. You must have the conversion tracking feature enabled on your account to use this report.
Coupons are email landing page offers that render when the recipient opens them. You associate a coupon code with each offer. These coupons are dynamic images-what appears depends on when the image is rendered (or opened).
Custom Unsubscription Page Using Smart Capture
A custom unsubscription page allows you to set up a specific location for your subscribers to remove themselves from your mailing lists. You can customize the elements appearing on that page and tailor them to your brand or appearance preferences.
A data extension is a table within the application database that contains your data. Usually, the data you keep in a data extension relates to a subscriber but does not fit in the subscriber profile and preference attributes for one of the following reasons:
Data extract is a feature you can use to export your tracking information from the application database. The application exports the data to a CSV file, compresses the data into a ZIP file, and makes the file available to you on the enhanced FTP server. The application also provides a UTF-16 to ASCII conversion package.
A data extract is an activity that creates a file of information for you to use outside of the application. This activity can also be used to transform an XML file to a comma-delimited, tab-delimited, or pipe-delimited file for import into your account.
A data filter is a group of criteria that segments a subscriber list or data extension. The data filter segmentation is based on subscriber attribute values or measures you create from behavioral data.
A data relationship specifies that a column in one data extension contains the same kind of information as a column in another data extension or in a subscriber attribute.
A delivery profile is a record where you can specify the delivery information for a message in a central location and reuse that information across multiple message sends without having to select the information each time.
A drip campaign uses a series of emails to keep in contact with a subscriber over an extended period of time and prompts them to participate in further actions or sales.
Dynamic content is content that displays in a content box according to the rules that you define based on the subscriber's attributes or data extension column values. By using dynamic content, you can ensure that a more-tailored message is reaching your targeted audience.
An email is a type of electronic message that is delivered to your subscribers' email inbox. In the ExactTarget application, an email consists of content. Content is the text, images, and rich media that the subscriber sees when viewing the email.
Email archiving is the process of saving a copy of every email sent to the file system. After an email is initiated, either by a user or by another trigger, the system processes the request. At the same time that the email is being sent to the subscriber, a copy of the email is also sent to the email archive. Sending the two copies of the email in the same process ensures that any email sent to a subscriber is captured in the archive.
The email history feature is a record of all past and future (scheduled) deliveries of an email. Additionally, it allows you to cancel a scheduled delivery if you do not want the email to be delivered at that time after all.
An email message is a type of message delivered to your subscribers' email client. You can create user-initiated and triggered email interaction. Email message interactions are also referred to as Send Definitions. See the EmailSendDefinition web service API object.
Email Performance Over Time Report
The Email Performance Over Time Report provides statistics for all sends of a single email during a specified time period.
Email Performance by Domain Report
The Email Performance by Domain Report provides statistics for the top 10 mail domains that received an email. The Email Performance by Domain Report contains graphics to illustrate List Composition by Domain, Open Rate by Domain, Bounce Rate by Domain, and Click Through Rate by Domain.
Email Performance by List Report
The Email Performance by List Report provides statistics for each of your subscriber lists that received the email, for a single email send during a specified time period.
Email Performance for All Domains Report
The Email Performance for All Domains Report provides statistics for each mail domain that received an email, for a single email send during a specified time period.
The Email Send Report shows email send totals over a time period you specify. You can run this report for your child accounts, if applicable. You choose the time increments to display on the report: day, week, month, or year.
The Email Send Wizard is a program in the application that guides you through necessary steps to send your email. The Email Send Wizard is what appears when you choose to send your email using the Guided Send option.
The Email Sends by User Report shows which user initiated each send in the time period that you specify. You can choose whether to include detail information on each of the sends for each user.
Emails Created with ExactTarget for Microsoft Dynamics CRM 4.0
Email created with ExactTarget for Microsoft Dynamics CRM 4.0 are messages you create using the tools in the ExactTarget application but that you send to customers whose information you store in Microsoft Dynamics CRM.
Enhanced FTP is a more secure and flexible file transfer alternative to basic FTP. Because of the benefits over basic FTP, enhanced FTP is the go-forward standard for customer implementations that include file transfer functionality. If your organization must transfer files to and from the system as part of your business processes, you will use enhanced FTP.
ExactTarget and Webtrends Behavioral Remarketing Integration
ExactTarget for Webtrends takes information captures via Webtrends regarding a user's online browsing and shopping habits and imports that information into ExactTarget. That information is stored in data extensions for use in email sends. You can use ExactTarget for Webtrends to retrieve information for lead generation or for eCommerce functions, such as abandoned carts or previous purchases.
ExactTarget for Google Ad Manager
ExactTarget for Google Ad Manager is an integration between the ExactTarget account you use for sending emails and the Google Ad Manager account that you use for tracking the ads on your website. Using this integration, you can include Live Ads in your email messages.
ExactTarget for Microsoft Dynamics CRM 4.0
ExactTarget for Microsoft Dynamics CRM 4.0is an integration of two applications: the ExactTarget application for email marketing functionality and Dynamics CRM 4.0 for managing your customer relationships. The integration allows you to use ExactTarget's advanced tools for building, sending, and tracking email marketing campaigns from within your CRM.
ExactTarget for Microsoft Dynamics CRM Tracking Data Extract
This data extract activity provides information on tracking data extracted from accounts using the ExactTarget for Microsoft Dynamics CRM integration.
ExactTarget for iPhone Application
The ExactTarget for iPhone application is available free of charge for iPhone and iPod Touch users. You must log in to the ExactTarget application with your ExactTarget username and password to use the functionality.
A file transfer is an activity to use to upload a file to or download a file from a transfer location that you specify. The file transfer activity transfers files securely. This activity can also unencrypt or uncompress a file.
A file transfer location is an FTP site or other file storage location from which you transfer files to your ExactTarget account or to which you transfer files from your ExactTarget account.
A filter activity is an activity that applies the logic of a data filter to a subscriber list you select to create a group of subscribers who satisfy the filter criteria.
A fixed content email is an email that has content unaffected by ExactTarget's application. Fixed content emails can be HTML-based or text-based.
Forward to a Friend is a feature that you add to the emails you send your subscribers. When subscribers want to share the information in your email with friends, they click the icon and fill out the sending form. If the subscriber uses this tool to forward content, you collect tracking information on the forwarded message.
The gift card solution is the process of offering a subscriber an incentive to complete an action, then delivering a unique code that the subscriber can redeem to receive the incentive.
A global unsubscribe is an event that occurs when a subscriber chooses to unsubscribe from every email sent from ExactTarget.
Goodmail is a certification that you can imprint an email with to improve deliverability. Goodmail creates relationships with ISPs to deliver imprinted mail that might otherwise not make it to the inbox. You sign a contract with Goodmail and pay a surcharge for every email that is imprinted. ExactTarget can include the imprint automatically.
A group is a subset of subscribers taken from a list.
A guided send is a send process that uses the Email Send Wizard.
The HTML Paste feature is an option you have when creating an email. This feature allows you to create emails with HTML code.
The application home page is the workspace that you see when you first log in and when you click the Home link on the persistent toolbar. It contains easy-access links to your most recently-used data.
An import is an activity to use the information from an outside file to update a subscriber list or data extension. If your account is integrated with a Salesforce account, you can use an import activity to create and populate a data extension with the data from a Salesforce object or report.
Impression tracking allows you to track the performance of emails that contain content built by AMPscript or selected by the dynamic content feature.
When you create an email using AMPscript or dynamic content, you can give each region in the email a unique identifier. The system can use the unique identifier to track, segment, and report against data for each region.
Impression Tracking by Job Report
The Impression Tracking by Job Report shows the performance of an Impression Region for a single send (or job). The report shows the number of times the content area was sent as part of a job (i.e., number of impressions) and the link performance for links found within the impression region. This report also contains the overview tracking summary for the send. Only emails that use dynamic content or AMPscript can be tracked using these reports.
Impression Tracking for Triggered Sends
The Impression Tracking for Triggered Sends Report shows the performance of impression regions in emails that were sent over a set period of time. The report shows the number of times the content area was sent as part of a job (i.e., number of impressions) and the link performance for links found within the impression region. This report also contains the overview tracking summary for the whole triggered send for the date period selected. Only emails that use dynamic content or AMPscript can be tracked using this report.
Inbox Preview is a tool available from the email workspace that shows you what your emails look like when viewed in different email clients. For example, you can use the Inbox Preview feature to see what your monthly newsletter looks like when subscribers view it using Outlook 2007. You can retrieve the reports in PDF format to distribute to the rest of your email approval or design team.
Installation Troubleshooting Steps for ExactTarget for Microsoft Dynamics CRM 4.0
These troubleshooting steps provide solutions to problems you may experience while installing the ExactTarget for Microsoft Dynamics 4.0 integration.
Integrating ExactTarget with Omniture
Integrating ExactTarget with Omniture is the process of setting up Omniture and ExactTarget to expect data from each other and provide the expected data. The two primary business purposes for integrating ExactTarget with Omniture are:
International text messages refer to any SMS interactions that use a long code phone number in the UK, German, or Swedish format via the ExactTarget application. ExactTarget can also support short codes internationally; however, they are limited to a smaller number of countries. Please contact your ExactTarget representative for more information on obtaining long codes and short codes.
Landing Page
- A landing page is an individual web page. A landing page can contain static content, personalized content (if you link from an email), and AMPscript. Landing pages are available to link to from your website or email, or subscribers can type the URL into their browser bar to see the content.
- A landing page is an individual page within a microsite.
A layout is a template for a landing page. When you create a landing page, you can choose to whether to use a layout, build from HTML, or revise an existing page. If you use a layout, you can use one of the quick layouts provided with the application or you can create your own.
Lead Capture at the Point of Sale Solution
GreenerThumb sells lawn care products. They create a lead capture at the point of sale solution that provides lawn care advice based on the subscriber's ZIP code. GreenerThumb wants to use this sytem to learn more about their customers, reinforce their brand image, and distinguish themselves from the competition by providing instant, customized service.
A list is a compilation of subscribers that receive your communications.
The List Demographics Report displays the status, subscription method, and domains of the subscribers on a list.
List Detective maintains information on email addresses and domains that could cause deliverability problems for your email sends. This includes email addresses that are known spam traps (inactive addresses used by domains to identify spammers) and domains that no longer provide email services.
List Performance Over Time Report
The List Performance Over Time Report provides statistics for all sends to a list during a specified time period.
The List Size Over Time Report displays the size of a given list over a period of time. It tracks both the total number of subscribers on the list as well as the email status of these subscribers (unsubscribed, undeliverable, etc). This report functions better over longer periods of time, so use the report to measure list growth over periods of 1 month or longer. Shorter time spans may reflect inconsistent results due to the smaller time frame.
Live ads are ads in your email whose content is determined when mail is opened instead of when the email is created. This means that a subscriber could open the same email message multiple times and see a different ad each time.
Live Content for Omniture is an integration between the ExactTarget application and Omniture Test&Target for optimizing image offers in email after the image has been sent.
A measure is a unit of subscriber behavior that you define in your account. For example, if you use dynamic from addresses on an email job, the tracking for the job is all grouped together. You cannot easily find the statistics by from address. With measures, though, you can define a statistic given the conditions of the job ID and the from address.
A message is a communication sent to an individual (subscriber) or a collection of individuals (list, group, or data extension). The system supports the following channels of messages:
A microsite is a collection of one or more landing pages hosted in your account.
A multi-join filter is a data filter that allows you to get information from more than one data extension.
Multitenancy for ExactTarget for Microsoft Dynamics CRM 4.0
Exact Microsoft Dynamics CRM 4.0 allows you to deploy multiple copies of Dynamics CRM on the same set of hardware using its multitenant architecture.
New Buyer Welcome Retention Solution
The new buyer welcome retention solution is the process of offering a subscriber an incentive to return to the retailer's website by offering them a discount on a second purchase. That incentive increases as the potential abandonded revenue increases, giving buyers more incentive to purchase from you again.
With the feature enabled on your account, you will see the Set As Parameter checkbox in the ExactTarget application when creating the specific conditions of your data filter. For example, the parameter below sets the parameter to "Phrase":
A permission is a tool to control a user's access to sceens in the application. You can set each permission to allow or deny.
A Person Account, sometimes known as B2C, or Business-to-Consumer account, is an account option in Salesforce that merges an account with a single related contact in a single view. ExactTarget for AppExchange supports sending to Person Accounts natively through the related Person Account's related contact.
Currently, Person Model is a new subscriber model in which Business Units have the ability to retain ownership of the subscribers they have imported. Additionally, the Business Units may define their own attributes and create required attributes. In this way, Business Units may have a single subscriber associated with multiple Business Units while maintaining data ownership at the Business Unit level.
Personalization is content that is specific to an individual customer or client.
A personalization string is a tag that lets you insert any of the attributes in your account (such as subscriber name) into your emails. Personalization strings can appear in the subject line of the email or in the email's content boxes. You may have heard personalization strings referred to as merge fields or substitution strings.
A portfolio is a single entry point to manage the image, document, and media files that you use and refer to in your emails and microsites. You can see all of your stored digital assets together in the portfolio.
Pre-Populated Smart Capture Fields
Pre-populated Smart Capture fields take information from your Salesforce instance and automatically places that information in appropriate Smart Capture fields, depending on the specific subscriber accessing the form. For example, a subscriber using the Smart Capture form can have their first and last names automatically included in the form.
The profile center is a webpage where subscribers can enter and maintain the personal information that you keep about them.
Profile and Preference Attributes
A profile attribute contains information to characterize a subscriber profile. For example, each subscriber may be asked to provide their gender, birth date, and email address. By default, every account has three profile attributes: Full Name, Email, and User Defined (which is intended as a generic attribute that you can use as needed). You cannot modify these attributes.
A program is a group of one or more activities and/or messages that the application executes together in the order you specify. An activity is a discrete unit of work in the application. A message is a communication sent to an individual (subscriber) or a collection of individuals (list, group, or data extension).
A publication list helps you manage how subscribers receive several different categories of emails or SMS messages. For example, you might send newsletters, advertisements, and alerts. Each of these is a different category, so you would create a separate publication list for each category. When you send a newsletter, you associate the send with the newsletter publication list to identify to the system what kind of content is inside the publication.
Publishing Your Lock .26 Publish Channel Members
Enterprise allows an administrator to create emails for use by lock and publish accounts within the Enterprise account. You can publish that email to a global folder for use by all lock and publish accounts, or you can create subfolders under that folder and publish the emails to those locations.
A query is an activity to retrieve data extension or data view information that matches your criteria and include that information in a data extension. You use SQL to create the query you use in the query activity.
Recent Email Sending Summary Report
The Recent Email Sending Summary Report contains summary information about your email sends in the date range you specify. You can include or exclude single sends, which are a special kind of send that can by submitted only through the API.
Region Performance Over Time Report
The Region Performance Over Time Report shows how a single section of content performs over a period of time across multiple jobs.
Region Performance for Triggered Sends Over Time Report
The Region Performance for Triggered Sends Over Time Report shows how a single section of content performs over a period of time across multiple jobs in triggered emails.
Reply Mail Management
- Reply mail management is a feature that automatically manages replies (including those from auto-responders) and leave or unsubscribe requests received in response to your emails.
- Reply mail management is a tool to automatically manage out-of-office replies, auto-replies, and unsubscribe requests that you receive in response to your email campaigns.
A report is a document that contains statistics or data, usually over a period of time.
A report activity defines the parameters for running a report once to be used every time the report is run using the activity. You can also run reports outside of activities.
Response Trend Analysis for an Email Send Report
The Response Trend Analysis Report tracks subscriber response to a send over a period of time you specify.
A role is a collection of permissions that allow or deny actions on an item or item property. If a permission is not set, the permission has the same effect as a deny.
You can include start and stop times for a blackout window in your triggered sends. These attributes prevent a triggered send from going out until the blackout period has passed.
SMS is a type of message delivered to a subscriber's cell phone or text-enabled PDA. Using the SMS message functionality, you can create:
The Security Settings allows you to define parameters for session timeout, username and password conventions and lockout logic. You can reduce the chances of your account's usernames and passwords being stolen, guessed, or otherwise misused by making your security settings stronger.
A send classification lets you define parameters for an email job in a central location and reuse those parameters for multiple email send definitions. For example, an administrator might create a send classification that can be used every time a catalog is sent out to ensure that the appropriate parameters are used every time.
Send Preview is a rendering of an email as it will be sent to a recipient. After the initial preview, you can proceed through the rest of the recipients on the list to see the preview for each.
A sender profile is a record where you specify the from information for a message send in a central location and reuse that from information across multiple message sends without having to select the information each time.
Sending Email through ExactTarget for Microsoft Dynamics CRM 4.0
You can send email to individuals (accounts, contacts, leads) as well as to groups (marketing lists, campaigns). Every send ties back to a campaign in the system for statistics and reporting. You can also track the statistics of individual recipients.
The ExactTarget application uses JavaScript code processed by the ExactTarget servers. You can use server-side JavaScript with email messages, SMS messages, and landing pages. Instead of using the browser to render the JavaScript on the client-side computer, the ExactTarget application executes the JavaScript on the server when the message or landing page is built.
A shared item is an email, template, portfolio, data extension, or content area on which you set permissions. These permissions control who has access to the shared item and in what capacity. For example, you may be able to view a shared item but not make changes to it, or you may be able to make changes to a shared item but not delete it.
A simple automated send is an email send that automatically sends an email based on a date, like an anniversary or birthday. After you configure the email, the email will automatically be sent to the subscriber whose date attribute matches the current date. For example, if you want to send an email to all your subscribers on their birthday, you send a simple automated email.
Smart Capture is a tool you can use to create lead capture forms to include in your landing pages. When a lead completes the form on the landing page and clicks the Submit button, the Smart Capture form automatically adds the information to the subscriber list, data extension, or outside data source such as an integrated CRM system.
Social Forward creates content areas in an email message that can be shared to different social networks by the recipients of that email. Tags outline the information to be included in those content areas, and links to social networks in the email message allow the email recipient to click and share the information. You can determine which social networks are represented in the email in those links, and you can include multiple social networks depending on the needs of your recipients.
Spam Complaints Over Time Report
The Spam Complaints Over Time Report shows the number of spam complaints received from several ISPs. This report is divided into time intervals, with both the send and the complaint bucketed into the period during which the send occurred.
A subscriber is a person who has opted to receive communications from your organization.
The Subscriber Engagement Report provides detail on which subscribers are most actively engaged with your email program. This report includes the number of emails that you have sent each subscriber over a specified period of time, as well as the number of emails the subscriber has opened or clicked.
All subscribers in an Enterprise 2.0 account, regardless of which business unit imports them, are stored in the parent account. Access to the subscribers for child accounts is governed by a filter that the administrator defines for each business unit.
A subscriber key is a text field that contains a value that uniquely identifies a subscriber in your system. If you use a subscriber key, the system uses this value to determine:
Subscriber Most Recent Activity Report
The Subscriber Most Recent Activity Report shows the date and time of the last open or click for subscribers.
Subscribers Not Sent To Report
The Subscribers Not Sent To Report shows which subscribers on a list have not been sent a message from you in a certain time period. You specify the list and the time period as part of the report parameters.
A subscription center is a web page where a subscriber can control the messages they receive from your organization. The lists you identify as "public" in the application are available for a subscriber to opt-in to on the subscription center.
A survey is a method of collecting information from your subscribers.
A template controls the header, background color, borders, and layout of an email. You can use the same template as the basis of multiple emails. It contains your brand and the layout of information.
Tracking provides a visually oriented view into the actions your subscribers take after receiving your email messages. Whether you email your subscribers through lists, groups, or data extensions, this feature provides tracking feedback for each email sent.
Tracking Email Results with ExactTarget for AppExchange
The ExactTarget integration with Salesforce allows you to view the results of your emails, in either Salesforce or the ExactTarget application. The marketing results feature gives you such critical data as email opens, click-throughs, undeliverables, and other metrics.
Trendy utilizes the web service API to access existing emails within an ExactTarget account and display tracking data associated with those email sends. Using Trendy, you can view, track, update, send, and resend emails with a drag-and-drop user interface. Trendy allows marketing managers without creative responsibilities to create and send emails using existing content and lists.
A triggered email is an email message that your system sends to an individual (subscriber) in response to a subscriber action. For example, sending a confirmation message after a customer makes a purchase is a triggered email.
Triggered Messages Used with Web Collect and Landing Pages
When a subscriber enters their information on a Web Collect form, that action can trigger an email send to the subscriber with whatever content you wish to send. You create this email before posting the Web Collect form, and you can use personalization strings to customize the email for an individual subscriber.
Triggered Sends Tracking Report
The Triggered Sends Tracking Report contains standard tracking information for a triggered send over a time period.
The Twitter integration for the ExactTarget application is a feature that allows you to send Twitter statuses and direct messages with your email sends.
Unengaged Subscribers for a List Report
The Unengaged Subscribers for a List Report shows you which subscribers are unresponsive to your email sends. You define what list you want to view data for, thus defining which subscribers you view.
Unsubscribes are statuses in the ExactTarget application that signify a subscriber has either unsubscribed from your communication or you have unsubscribed them. When a subscriber clicks the unsubscribe link in an email, their status is set to Unsubscribed.
A user is a record in the application that grants access to a person who uses the application. As an account administrator, you ensure that all of your users are configured appropriately, using the administrative area of the application.
The following user permissions are available to be set when you create the user. If you are using an Enterprise 2.0 edition account, see Roles for instructions on setting user permissions.
The validate functionality checks your email message for common issues that could prevent your email from being sent. You use validate before you include the email message content in an email message interation or start the send wizard.
Note: You must engage a mobile marketing partner to deliver the voice messages that you create and manage in the application. Contact your account manager for more information.
The Web Analytics Connector is a collection of tools in the ExactTarget application that enable you to pass information to your web analytics tool through the links in your emails.
You can use Web Collect and HTML code incorporated into your web page to allow your web site visitors to subscribe to or unsubscribe from your email publications.
The Web-to-Lead add-on is an addition to your Microsoft DynamicsT CRM account that allows your web prospects (leads) to fill out a form and be added directly to your Dynamics CRM instance as a lead, contact, or account.
The Web-to-Lead add-on is an addition to your Dynamics CRM account that allows your web prospects (leads) to fill out a web form and be added directly to Microsoft Dynamics CRM as a lead, contact, or account. Optionally, you can configure this feature to update a record if it already exists, or discard the lead if it already exists. Also, optionally, you can configure it to create a campaign response.
A welcome email is the email a new subscriber receives after he joins your email list, greeting or welcoming him to your email campaign. Welcome emails are the most opened emails among subscribers and often the first impression of your company's email marketing.
Whitelisting is the process of configuring a spam filter to exempt certain email messages from being filtered or rejected. In this case, it refers to configuring your own corporate mail server so that it doesn't reject or filter the email campaigns you send via ExactTarget. For more information on email whitelisting, see http://en.wikipedia.org/wiki/Whitelist.
Workflow is a tool in Dynamics CRM that automates common business tasks and processes. For example, you might use Workflow for:
The eStatement solution attaches personalized account information from bank accounts, credit cards, and other financial services as documents (such as PDF or .xls files) to an email. Your customers opt in to receive these statements either via email or on your website, and these sends are handled as transactional sends. Each file belongs to individual customers, so no two customers would receive the same information. These files are uploaded to an FTP site and attached to the email as part of an email send. These sends use either a subscriber list or a sendable data extension to conduct the sends. These information sources contain the account information and send information necessary to pair up the correct statement to the correct email message in the send. The customer then opens the eStatement and reviews the information.
iLab is a tool in 3sixty where you can enable some limited-release features in your account. Features in the iLab are in the beta test phase and are not generally available to all ExactTarget users.
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