Pageflex – Pando - Webinar

G R O W T H T H R O U G H A C Q U I S I T I O N

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EarthIntegrate Acquisition

EarthIntegrate developed Pando using Pageflex to help companies market their products and services by providing a platform for marketing collateral that allows various users to easily find, customize and execute for sales and marketing purposes. Pando makes it easy for a sales person or a marketing person to find what they need, update it, select a target, execute and track it.  

What Pando Provides

Pando Overview

Leveraging Pando

Communicating with Pando

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SaaS Delivery Model

SaaS Delivery Benefits• No hardware

purchase or maintenance required

• Highest level security protocols in place

• Email management and deliverability

• Regular updates• Professional Site

Monitoring and Performance Optimization

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Pando Professional FeaturesBase Platform Features• SaaS Delivery• Product Manager• User Dashboard (widgets)• Advanced Search• Data Merge/Acquisition• Supports Print/PDF/Email• Campaigns / Campaign Tracking• Approval Process• Impersonation• SalesForce Integration• Initial Implementation Support• LeadsPlease data acquisition• eWallet Payment

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Best in class UI/UX - Widgets

Dynamic Menu Bar

Advanced Search

User Configurable Dash Board

Widgets

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User Dashboard Widgets

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Advanced Search

• Filter by Relevance, Ascending/Descending, Alphabetical, Newest, Oldest, & Most Ordered

• Add additional criteria• Filter by Category• Filter by Product Type

Print, Email, PDF, other• Add filters for other

metadata

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Advanced Search

• Preview Asset Description, Image, Link to PDF

• Viewed related assets or other output types for that asset

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Product Manager

Product Manager will come pre-loaded with a set of Product Templates: Emails, Postcards, Letters, Brochures, and Campaigns.

This library will be updated for clients that continue to pay monthly fees.

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Product Manager

Product Manager has: • Controlled access by user

group and area of product manager

• Content View, Edit, and Configuration Modes

• Ability to Load Any Number of Product Lines from base Studio/Projects

• Save, Version and Release Tracking

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Product Manager

Users can:• View all versions by asset

type• Edit, Create or Delete

versions of an asset by type

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Product Manager

Edit Users have:• Ability to set major

product properties: Name, Description, User Group, Keywords, Category, When it is visible on site, when it should expire from site.

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Product Manager

Users can:• View/Edit Product

content for static and variable fields.

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Product Manager

Edit User Modes:• Rich Text Editor

with Variable Field Insertion tool.

• HTML Editor• Static Text / Text

Box• Radio List• Dropdown / Check

List• Image / File

Manager

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Multiple Asset Types - Email

Users can:• Set To/From, subject

line and edit major content areas

• Edit, Create or Delete versions of an asset by type

• Ability to embed other assets and track (PDF/Video)

• User specific tracking

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Multiple Asset Types – Print/Mail

Users can:• Customize Content /

Update Imagery• Select Data for

Mailing• Preview actual

deliverables

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Multiple Asset Types – PDF

Users can:• View/Download• Customize Content /

Update Imagery• Track orders• Ability to download

from order history

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Multiple Asset Types – Inventory

Users can:• View Items• See Actual Inventory

Counts• Manage Kits• Customize Select

Content

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Data Acquisition – Leads Please

Users can:• Acquire Contacts for

Direct Mail• Search for

Business / Residential

• By Area and Demographic

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Approval Process

Robust Approvals• Admins can set

workflows by product, group,category,user

• User notifications• Approver

notifications and reminders

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Order On Behalf Of - Impersonation

Ability to Delegate Ordering• Allow others to

order on your behalf• Ability to order for

someone else• User notifications• Approval process for

requests

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SalesForce Integration

Salesforce Extension• Configure Users,

Products and Data List for Integration

• Import data for use print or email assets

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eWallet – Payment Features

Credit Card Support:• Store Multiple Credit

Cards• Select Card via

dropdown for payment

• Select Card for recurring payments

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Recap Pando Professional FeaturesBase Platform Features• SaaS Delivery• Product Manager• User Dashboard (widgets)• Advanced Search• Data Merge/Acquisition• Supports Print/PDF/Email• Campaigns / Campaign Tracking• Approval Process• Impersonation• SalesForce Integration• Initial Implementation Support• LeadsPlease data acquisition• eWallet Payment

Interested in Learning More

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