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iFOLIO Marketing Cloud
ENTERPRISE CAPABILITIES
Marketing Cloud
330+ SaaS Capabilities
Integrated CMS & Digital Enablement
iFOLIO Cloud provides a high performance integrated platform supporting digital transformation across functions of the business from sales enablement, digital marketing, to web marketing.
iFOLIO technology stack includes proprietary algorithms for data processing and analysis, ensuring our clients benefit from the latest advancements in data science and machine learning. The collaborative platform bridges teams to make work easier. Additionally, the use of containerization and microservices architecture ensures unparalleled agility and scalability in adapting to changing technological landscapes.
I. Collaborative CMS (content management system) – Collaborate to create digital communications from reports, presentations, proposals, campaigns, landing pages, to websites. iFOLIO Creative Editor provides cutting edge controls and together with mobile adaptive layouts supports over 1,000 media options. Media libraries support modern data visualization from videos, gifs, images, custom icons, to custom animated charts for the modern world.
II. Personalized Communications & Digital Experiences -
A. Email - Customize and personalize emails with images, gifs, and advanced visuals for 1-to-1, Group emails, and mass campaigns.
1. 1 to 1 - visual email - personalized email with visuals, signatures, and linked buttons + analytics.
2. Group email sends - personalized email with visuals, signatures, and linked buttons + analytics.
3. Mass & Bulk Email campaigns- send personalized email with visuals, signatures, and linked buttons to hundreds of thousands of recipients per day. Send on demand or schedule with automation. Power simultaneous campaigns across groups & lists.
4. Strongly authenticate with DMARC, DKIM, SPF. Support unsubscribe to maximize deliverability.
5. Gain data intelligence with patented analytics, opens, activations, lead list downloads, and heat maps across campaigns.
B. Text Message - Customize and personalize text messages with images, gifs, signatures, and advanced visuals for 1-to-1, Group messages, and mass campaigns. Send from friendly 10 digital local numbers. Send on demand or scheduled with automation.
1. 1 to 1 - visual text message - personalized with visuals, signatures, and tracked links + analytics.
2. Group text message sends - personalized with visuals, signatures, and tracked links + analytics.
3. Mass text message campaigns to thousands of recipients. personalized with visuals, signatures, and tracked links + analytics. Send on demand or schedule with automation.
C. PURL Reports & Campaigns - Design campaigns or reports and automate PURLS (personalized URLS) that generate unique customized portfolio content that update text, images, even block content based on field attributes. Send on demand or scheduled with automation.
D. Info Sites & Interactive Maps - Provide public info sites with interactive maps for immersive customer journeys. Whether a professional sport seat map, or a naming opportunity building map, these experiences bring to life the details for a customer with images and videos and are easily updated.
E. Web - Create and easily update websites and multi-site sites with custom domains and nav bars. Scale updates across thousands of sites with templates pro, content controls, and merging controls.
F. Activations - Generate results quickly and conveniently with integrations to anything you need to enable with web services. There are no limits.
G. Key activations: Payments. Forms & Surveys. Maps | Playlists | App Downloads and more
III. Sales Presentations & Proposals - CLOSE DEALS QUICKER. iFOLIO empowers teams with dynamic customizable content, actionable analytics, and time saving automations.
A. Your Presentations - Create your sales presentation or proposal easily from a template. If your organization has custom templates your presentation is pre-built for you. When you login, and open iFOLIO via a browser, access your digital presentation. Confirm the blocks, or remove ones you don’t want.
B. Customizing Content - Customize easily with iFOLIO Layout library, or point and click iFOLIO editor.
C. Seamless Delivery - iFOLIO is a cloud-based platform and presentations are sent via url, so presenting virtually or in-person is easier than ever. Plus, potential issues such as wifi availability or file size are a thing of the past! Send to prospects 1 to 1 in visual email and visual text message with visuals, signatures, and linked buttons + analytics.
D. Engaging your audience - Once your audience has the presentation url, they can open and view it anytime.
1. Real–time alerts let you know exactly when they view, prompting you to open the presentation software on any device and start a conversation.
2. Reverse CRM time saving automation automatically posts to CRM when you share with a prospect to save you time.
3. Real-time analytics show keep your prospects organized by name, date, and time stamp when sent, along with actionable analytics for opens and heat maps of viewing interest.
4. Follow-up right from the dashboard via integrated email or text message.
IV. Patented Analytics
V. Portal – Review customer journeys and maintain connections with contact info, communications and analytics in one spot. Coming Spring 2024
iFOLIO’s mission is to enable the world to design and deliver personalized digital marketing & sales enablement.
We care about the user experience, ease of use, and trust and security of the platform.
Built for marketing, iFOLIO has been delivering industry leading enterprise client experiences since 2017, and supports millions of live sites and marketing campaigns.
Listed below are some of iFOLIO’s 330+ SaaS capabilities.
1. Access to a highly scalable, highly secure and high performance iFOLIO infrastructure and underlying platform.
2. Managed Updates - Regular updates of all platform components and core services to ensure the software remains secure and up-to-date.
3. Dynamic Autoscaling - Automatic provisioning of new services as needed to ensure peak performance on your peak day and everyday.
4. Integrated Content Delivery Network - Caching of content at the edge to deliver fast TTFB and performance using AWS CDN
5. Flexible Architecture - Out-of-the-box support for web based applications including any application through html embeds, any link, payment pages, vimeo videos, youtube videos, google maps, Facebook, Instagram, LinkedIn, Twitter, Salesforce CRM, Hubspot CRM, and more.
6. Mobile Accessibility & Adaptability
7. Access the application through any browser or on any phone to login. All sites, presentations, & iFOLIO are mobile responsive.
8. Browser Support
9. Supports all browsers (for example chrome, safari, firefox, internet explorer, etc).
10. Web Content Optimization - large images & files can be embedded and rendered inside pages effectively and quickly.
11. High-Performance Servers - iFOLIO employs arrays of high-performance servers that can be easily scaled to handle increased loads, ensuring optimal performance during peak times.
12. Email Campaign Domain Authentication - iFOLIO & Sendgrid
13. iFOLIO Cloud provides domain authentication with Twilio SendGrid to maximize email deliverability.
14. Authenticate domain with SPF standard
15. Authenticate domain with DMARC protocol
16. Authenticate domain with DKIM protocol
17. Enable easy Unsubscribe
18. Email SMTP - SMTP settings for custom email routing and authentication
19. Integrated Code Repository - Support for development workflows from development to production.
20. Integrated Certificate Management & Renewal - Management of certificates and renewal.
21. Enhanced Multi-site Management - Tools for visibility, deployment and management of iFOLIO multisites. Tools for adding custom domains for multisites.
22. Application Performance Management - Integrated monitoring of application performance & debugging capabilities to identify issues.
23. API - Integrated API per Account to enable retrieval of data contained in blocks.
Collaborate and Easily Customize Digital Content with iFOLIO CMS & Creative Editor
24. CMS Content Management System - iFOLIO Cloud provides an integrated platform to build, deliver, and maintain all your digital content in one spot. Collaborate across teams. Stay on brand. Publish & share mobile responsive digital content and incredible customer experiences.
25. Friendly User Interface
26. Easy to use point and click and drag and drop interface promotes adoption and productivity.
Build and publish digital content
A collaborative integrated platform
27. Build a digital business card - Each digital business card has a contact card embed and can be shared from mobile, laptop, or tablet via a link, email, or text message.
28. Build a digital presentation - Build a visually engaging digital presentation.
29. Build a digital proposal - Create digital proposals & send in 1-to-1 shares.
30. Build a digital report - Securely deliver visually engaging reports.
31. Build a campaign - Build digital campaigns and personalize to text & email.
32. Build PURL (personalized URL) campaigns or reports - Build a template and automate the personalization of each individual portfolio URL shared at scale through email and text message campaigns. Each block is personalized based on conditions for tables, content, text, videos, and more.
33. Build a landing page - Create a landing page with links, content, footers, and full analytics.
34. Build a website - Create a full website with a navigation bar, linked pages, footers, and full analytics.
35. Build a digital event site & personalized digital itineraries - Securely deliver visually engaging event sites and itineraries.
36. System Templates - Quickly get started building pages with templated starting points. System templates available to all users to customize and edit.
37. Presentation Template -Quickly customize your own digital presentation using the custom designed template.
38. Info Site Template - Quickly customize your own info site using the custom designed template.
39. Campaign Template - Quickly customize your own digital campaign using the custom-designed template.
40. Event Template - Quickly customize your own event info page & invitations using the custom designed template.
41. Templates Pro - Websites, digital campaigns, digital presentations can be built with centrally controlled user permissions to edit content. Make updates to the Template Pro that updates all the iFOLIOs built from it quickly. Prebuilt templates for events, presentations, and proposals ensure users are ready to share cutting edge content that is on brand within weeks of roll-out.
42. Build content centrally and share to users for further customization.
43. Content inside the Template Pro can be locked or unlocked so that users have edit control of items they should & messaging can stay on brand.
44. Content can be updated from the Template Pro to refresh content for all users.
45. Content Personalization
46. Update sites & landing pages in real time.
47. Point and click to update contact info and site with iFOLIO Creative Editor.
48. Supports organization-wide font and color admin
49. Contact Card Download - Available in each digital business card, presentation, and proposal.
iFOLIO Creative Editor
50. Mobile Ready Content Layouts - Use layouts to build content quicker. Drag & drop to rearrange layouts within the page. Layouts automatically adapt for mobile and other device sizes.
51. Drag & drop to rearrange layouts. Click to resize widths.
53. Layouts adapt for mobile and all device sizes
54. 40+ mobile adaptive block layout options
55. Can use up to 1,000 media display options including templates, block layouts, image, video & GIF layouts, text editor, icon arrays, & animated charts.
56. Customize layout block width & fullspan setting.
57. Customize background color on any block.
58. Customize background image on any block.
59. Add optional parallax scroll effect for layout background image.
60. Link to social media with dedicated social icon layout
61. Show 4 striking options side by side with hover effects
62. Show 4 options with linked buttons + interactive hover effects (no code)
63. Add button to any 31 layouts
64. Build button with customization of height, width, corners, text color, button color
65. Built button with hover over effect
66. Customize CTA button post hover over animation with height, width, corners, text color and button color
67. Add hyperlinks to buttons to redirect traffic to another website or link it to a shareable document
68. Show 4 bite size nuggets
69. Show Images + text
70. Show Videos + text
71. Show Gifs + text
72. Build collage layout with images and text to show visual collections
73. Build 1, 2, 3 or 4 column layouts with text, images, gifs, icons
74. Show images, gifs, or videos in gallery
75. Add parallax image with text overlay
76. Slider layout with background images to show content in carousel
77. Slider layout with parallax images to show content in carousel
78. Add footer with logo and columns with linked text
79. Add unlimited drop downs with animations to support folding up of long content like FAQs
80. Control the color dropdowns to make it look more aesthetic
81. Add 3, 4, or 5 icons layouts with text
82. 9 layout options to build animated and interactive charts with descriptive text
83. 13 options for data visualization with bar, pie, donut, line, stacked bar, spline charts and more
84. Customize the width of the chart in a layout
85. Customize charts elements - axes display, title and control the color, font, font size
86. Add full background images to layouts with customizable text overlay
87. Control and customize the transparency of layout background images
88. Add color backgrounds to layouts
89. Add color backgrounds to text blocks and control the transparency to contrast with background
90. 5 options to change layout width and pair with other layouts
91. Quick toggle to set layout widths to make it consistent with your brand
92. Duplicate a modified layout to reduce repetitive work
93. Summary block layout - to introduce your team with headshot and text
94. Contact Block layout - to allow audience to contact your team to learn more
95. Social Block layout with logos - to allow users to follow you on 4 socials - twitter, facebook, linkedIn, Instagram
96. Padding Editor - Customize any layout with pixel level precision including inside block, around text, around image, and more.
97. Text Padding - Outer text padding allows to control the length of the text box, Inner Text Padding to position the text anywhere within the text box.
98. Image Padding - Top, left, right, bottom padding to control positioning of image within a block
99. Block Padding - Top, left, right, bottom padding to control entire content positioning within a block. Toggle button to set block width to 80% of screen width.
100. Button Editor - Build your own button, customize colors, text, outline, add link, and hover effects (no code).
101. Carry Forward Logic - So you don't lose your work!
Media Libraries
102. Media Libraries - Store and access images, videos, gifs, files, documents, icons, and animated charts for your digital content in collaborative media libraries.
103. Organization Media Library - Shared library of organization-specific media for all users to access. Supports PNGs, JPGs, GIFs, YouTube video links, Vimeo video links, Excel sheets, PDFs, and Word docs.
104. My Uploads Media Library - User-uploaded media. Supports PNGs, JPGs, GIFs, YouTube video links, Vimeo video links, Excel sheets, PDFs, and Word docs.
105. Stock Media Library - iFOLIO-provided library of high quality stock images.
106. Animated Charts Library - Visualize data with customizable animated charts, using your colors & fonts. Choose from bar chart, column chart, pie chart, donut chart, column + line chart, combination chart, radial chart, line chart, spline chart, area chart, area spline chart, scatter plot chart, & bubble chart.
107. Icon Library - Library of multipurpose icons with customizable color, background, border, & size.
108. Search media libraries for uploaded image file names & video titles
iFOLIO Creative Editor
109. Friendly, easy editor for web content, email campaigns, and text message campaigns. Customize content with point-and-click. Change colors and fonts. Format & save changes in real-time with inline editing. Choose from 1,000 media variations.
110. Supports images: PNGs, JPGs, GIFs, & customizable icons
111. Supports videos: Vimeo or YouTube link
112. Supports documents: PDF, Excel, & Word
113. Click to edit text with auto-saving
114. Create animated charts for dynamic data visualization
115. Edit embedded contact card for lead gen
116. Opacity Control: overlay text over any image/solid background of your choice and control the transparency to make it visually appealing
Image Manager
117. Upload, select, & delete images in My Uploads Library & Organization Media Library.
118. Platform optimizes images for quick loading times.
119. Drag & drop to rearrange images within a layout.
120. Crop Tool to rotate, crop, & resize image display.
iFOLIO + Quill Text Editor
121. Auto-save feature instantly saves & updates text in the live page.
122. Choose from more than 25 font families & over 100 font variations out of the box
123. Fonts can be added as needed
124. Edit font family, font size, font weight, font style (bold, italics, underline, strikethrough), text color, text alignment, list options, indentation
125. Edit text color.
126. Edit text alignment, list options, indentation.
127. Link URL or document
128. Embed social media feeds from LinkedIn, Facebook, Instagram, and more
129. Add links, pay pages, & web services
130. Embed HTML
Learn more about Quill here: https://quilljs.com/
131. Publish Links - Publish and customize links. Make your link public, private or password protected.
132. Publish Info pages & Websites
133. Generate individual personalized tracked links for presentations & campaigns
134. Generate short links for social posts, events or brochures
135. Set meta image for visual sharing & site preview
SEO Tools - Optionally set website meta tags for maximum SEO optimization.
136. Set site title
137. Set site keywords
138. Set site description
139. Set site preview image
Personalize URLs
140. Personalize link URL when publishing using the iFOLIO.cloud domain or your own custom domain.
141. Set image for visual sharing & site preview.
Custom Domain
142. Add your own custom domain for all links, campaigns, and iFOLIO analytics.
143. Collaborate on web content for your custom domain and build, edit, and send links.
144. Maintain all the custom domain links, users, and analytics in one spot.
Personalized 1-to-1 and Group Email & Text Message Capabilities
145. 1-to-1 Service (visual email & mms text message + image)
Send personalized visual email 1-to-1 to contacts with iFOLIO tracked link.
146. Group Send Service (visual email & mms text message + image)
Send 1-to-1 messages in personalized campaigns to up to 100 contacts.
147. Personalized email subject line to each recipient in group or campaign email share
148. Set custom personalized messages with conditional values linking to a tracked iFOLIO link
149. Signature: Set custom signatures for email and text message sends
150. Set visual share email images
151. Set text message share image
Campaign Services
Email, Text Message, Web, PURL
152. Campaigns Service - Send mass email campaigns and text message campaigns with a personalized experience.
Manage text & email campaigns from a single integrated platform
View integrated analytics on all sends.
See more about campaign types.
153. Send an integrated Campaign - Build and send personalized digital campaigns from a newsletter, to a marketing campaign, to a product or service campaign with an integrated action button.
154. Send Personalized Digital Reports in Mass Campaigns - Build and send personalized digital reports at scale. Personalize the message in the email or text message to each recipient. Personalize email subject line to each recipient.
155. Send PURL (Personalized URL) Campaigns - Build and send personalized url portfolio reports at scale. Each portfolio is uniquely designed with a template and conditional formatting for each block of content and conditional values for text. Unlimited customization from tables, to images, to videos. Personalize the message in the email or text message to each recipient. Personalize email subject line to each recipient.
156. Send Personalized Invitations & Reminders - Send custom event invitations & reminders with visually engaging email & text campaigns. Automate reminder campaigns and follow-up campaigns.
157. Send Personalized Itineraries - Personalize and send an itinerary site for each recipient with purls and conditional formatting. Measure engagement with analytics.
158. Send campaigns on-demand
159. Automate Campaigns - Schedule in advance to send campaigns automatically
160. Flexible Simple email & text campaign builder easily composes campaign visuals & messaging and previews display.
161. Test campaign messaging via text message or email
162. Use and Save easy list template for both text & email campaigns
163. Sharing system batching and routing queues and routes messages for optimum deliverability
164. Sharing system powers simultaneous campaigns across groups and lists.
165. Calculate how many numbers you need to deliver the text message campaigns at the scale you require.
166. Manage PURL customizations, text sends, and email sends, from one list
CLOSE DEALS QUICKER.
iFOLIO empowers teams with dynamic customizable content, actionable analytics, and time saving automations.
167. Your Presentations - Create your sales presentation or proposal easily from a template. If your organization has custom templates your presentation is pre-built for you. When you login, and open iFOLIO via a browser, access your digital presentation. Confirm the blocks, or remove ones you don’t want.
168. Customizing Content - Customize easily with iFOLIO Layout library, or point and click iFOLIO editor.
169. Seamless Delivery - iFOLIO is a cloud-based platform and presentations are sent via url, so presenting virtually or in-person is easier than ever. Plus, potential issues such as wifi availability or file size are a thing of the past! Send to prospects 1 to 1 in visual email and visual text message with visuals, signatures, and linked buttons + analytics
170. Engaging your audience - Once your audience has the presentation url, they can open and view it anytime.
171. Real–time alerts let you know exactly when they view, prompting you to open the presentation software on any device and start a conversation.
172. Reverse CRM time saving automation automatically posts to CRM when you share with a prospect to save you time.
173. Real-time analytics show keep your prospects organized by name, date, and time stamp when sent, along with actionable analytics for opens and heat maps of viewing interest.
174. Follow-up right from the dashboard via integrated email or text message.
Get insights with Patented Analytics & Reporting
175. Patented Analytics | Summary & Dashboards
Maximize conversions and utilize data to target outreach and follow-ups with triple patented analytics and heat maps. Track over weekly, monthly, 6 month, and Annual views or specific calendar views. Understand viewer engagement & content effectiveness, CTR, and 20+ items
Integrated Content Analytics
Access to both the iFOLIO Managers Content Analytics Dashboard and the iFOLIO Users Content Analytics Dashboard.
176. Filter all analytics dashboards by week, 2 weeks, month, 3 months, 6 months, 1 year, 2 years, & 3 years
Marketing Analytics Dashboards
177. View summary of all iFOLIO page analytics with opens, views, device types, & average seconds of engagement
178. See video views, durations, and plays
179. View regions of viewer engagement by country, state, and city
180. See viewer device types
181. View click-throughs & clicks on links
182. View average session time & time on page
183. View heatmaps to understand which regions of a page retain the most viewing time
184. Team Leaderboard Analytics - Managers & Users use Team Leaderboard analytics to build relationships prioritizing hot prospect engagement. Coach a team with the iFOLIO leaderboard & Campaign Dashboards.
185. Measure outreach and results on a daily, weekly, monthly basis
186. See outreach by reps and teams
187. Ensure team is meeting outreach & cadence goals
188. Measure results of the content in cadence by opens, click-throughs, engagement time
189. User Analytics Dashboards & Shared Stats - Follow-up with the right prospects at the right time and convert with more data intelligence.
190. Sort by hot viewer engagement
191. View sends, opens, views, seconds of engagement
192. View individual viewer analytics & heatmaps of block by block interest
193. View average & individual session times & time on page
194. View geography of individual viewer engagement by country, state, and city
195. Click to follow-up right from dashboard (visual email or text message)
196. Download reports of viewers to prioritize for follow-up
Lead Gen & Prioritization
197. Sort contacts based on viewer opens & engagement
198. Generate & export lists to prioritize leads that are opening and viewing content.
199. Campaign Analytics Dashboard
Understand campaign results with 20+ measures of engagement in one detailed dashboard. See stats from email & text sends in one place.
200. Preview campaign visuals & messaging for text & email, as seen by recipients
201. Campaign analytics dynamically update in real-time
202. See aggregate analytics for entire list & individual recipient analytics
203. Graph of campaign page visits over time, from email & text
Aggregate Campaign Analytics
204. Total sends
205. Total contacts
206. Total bounces
207. iFOLIO opens by visit number and %
208. iFOLIO opens by contact number and %
209. Clicks on links
Email Campaign Analytics
210. Email sends
211. Email opens
212. Email click throughs
213. Email bounces
214. Email open rate %
215. Email click through rate %
Text Campaign Analytics
216. Text message sends
217. Text message click throughs
218. Text message bounces
219. Text message click through rate %
User-Level Analytics
220. Summary dashboard
221. Social
222. Video Views dashboard
223. Clicks on Links dashboard
224. Geography dashboard
225. Viewer Companies dashboard
226. Scrollmap
227. Shared Stats dashboard
228. Leaderboard
Manager-Level Analytics - Filter across all users, iFOLIO pages & links, and sub-accounts
229. Summary dashboard
230. Leaderboard
231. Shared Stats dashboard
232. Block Views dashboard
233. Video Views dashboard
234. Clicks on Links
235. Geography
236. Real-time Analytics - Immediate (every 3 seconds) access to new data within the iFOLIO dashboard.
237. Reporting on 30+ Metrics - Reporting on key metrics including page views, visitors, engaged time, video watch, geography, etc.
238. Triple Patented Heatmap Analytics - Reporting on viewer engagement with content block by block, including timestamps and visits.
239. 36 Months of Historical Data - Access to up to 36 months of data for historical analysis.
240. Marketing Campaign Tracking - Ability to tie views, engagement, conversions, etc. to specific marketing campaigns for purposes of attribution. Can view by channel for omni channel campaigns to email and text message.
241. Conversion Reporting - Reporting of key conversion events like clicks on links, clicks to pay, newsletter signups, and more.
242. Audience Segmentation - Ability to drill down and view reporting of key metrics of content performance to specific audience segments or lists, and even specific single audiences.
243. Management Dashboard Built For Scale - Central admin dashboard to manage all your sites, domains, user access, authentication and security, certificates, environment settings, and more.
244. Enable mass campaigns, 1- way campaigns, and 2 -way campaigns with Twilio Campaign Messaging SID integration to iFOLIO Sharing System
245. Account level APIs available in Manager dashboard
244. Parent Account & Sub-Accounts - Central access to all sites, media libraries, campaigns, users, analytics.
245. Utilize sub-accounts for different, dedicated organization media libraries, users, and custom domain(s)
246. View analytics across users & sub-accounts on analytics dashboard from the parent account
Branding
247. Set brand text colors, fonts, and button colors to keep content on brand and for users to easily access.
Roles & Permissions
250. Set content access & edit permissions based on roles in the system.
251. Templates can have content edit permissions with locked and unlocked blocks.
252. User role can send content and access analytics.
253. Manager role can collaborate on content, add users, and access analytics.
254. User access security features so only signed-in users can send an iFOLIO share.
Manager Capabilities
255. Filter and view users by Designation
256. View reporting and search users by Account, Name, Solution, Payment, Description, Email, and Date Registered.
257. Message Bank - includes iFOLIO limits for users, content, links, emails and text messages for each license level.
258. Tracked links bank
259. Visual emails bank
260. Visual text messages bank
261. Advanced Access Controls - Granular controls to limit permissions and resources to only those employees or contractors that need them.
262. Advanced Edit Controls - Granular controls of page edit Permissions to limit content edits to only those users that need them.
263. All Account Templates
264. Set templates for multiple Accounts in your system
265. Set templates for specific users in other sub-accounts in your system
266. Content Permissions Level 1 - Edit Content
267. Content Permissions Level 2 - Edit Block Content
268. Content Permissions Level 3 - Edit & Move Blocks
269. Set an internal contact for an account
270. Set a Message Service SID in Twilio for 1-way text message campaigns
271. Set a Message Service SID in Twilio for 2-way text message campaigns
272. Account - Email Bank limits
273. Account iFOLIO Link Limits
274. Account Text Message Bank limits
275. Account Media Library Sizes
276. Account Contact Limits
277. Account Hide Share button on iFOLIO's
White Label iFOLIO Portal - Set up Subscription or Membership Types
278. White label the platform for donor reports, alumni, or student & athlete portfolios
279. Memberships - Set up memberships for user types (includes system templates)
280. Each user receives automated on-boarding, user management, full capabilities, the specified template types, and
their own analytics.
281. Automate User onboarding via email or text message
282. Multifaceted Industry Leading Security - Multiple layers of security protection at the edge, network, data and application level to meet highly demanding security requirements including servers, SSL, and code.
283. Secure Hosting - iFOLIO & AWS - iFOLIO Cloud Platform hosted in Amazon Web Services (AWS) in the cloud. Cloud hosting assures ability to handle growing user base and increasing content volume.
284. Web Application Firewall (WAF)
285. Token based authentication for APIs
286. Point-in-time backups for databases and S3 storage
287. Deletion protection enforced via policies
288. Secure VPC configuration for internal resources such as databases and servers
289. Safe code deployment through CI/CD pipelines
290. Secure management of credentials using AWS Secrets Manager
291. Enhanced security for passwords and hash key tokens
292. Automatic password rotation for supported services
293. Comprehensive audit logging for anomaly detection
294. Data encryption on Transit (TLS) and Data at rest using AWS KMS.
Password Protect
295. Can password protect the links.
296. Private sites not indexed by google until shared publicly or with SEO boosting tools.
297. Hyper Optimized Page Loading - Static Server Side Rendering. Any iFOLIO update generates static optimized HTML which is optimized for size and excludes any unnecessary heavy JS which is required for editing. That HTML is cached in Redis and returned almost instantly for hyper quick page load time averaging 250ms even in peak loads.
298. Load optimization - Handling thousands of views per minute per link. These measures collectively contribute to a fast, efficient, and enjoyable user experience on the iFOLIO platform.
299. Demand-Driven Load Balancing & Auto scaling - iFOLIO utilizes a well-configured AWS infrastructure at the server level. This ensures an even distribution of the web traffic across multiple instances, enhancing fault tolerance under high traffic conditions.
300. Individual Page Optimization - Each web page that you generate is intelligently stored in an auto-scaling Amazon Elasticache cluster. This not only ensures rapid loading but also contributes to a scalable and responsive user experience.
301. 2-Tier Media Caching - A dedicated media server to manage media queries, two-tier caching strategy—browser-side caching and server-side caching improves page load time even further
302. Image Optimization - iFOLIO adapts and compresses images to ensure quick loading without compromising quality.
303. Content Compression - Content is compressed during transmission to clients, reducing the time it takes for pages to load.
304. Backend Optimization - Software scripts are minified to eliminate unnecessary code, enhancing overall performance.
305. Elimination of Blocking Code - iFOLIO ensures that there is minimal blocking code, further improving the responsiveness of the platform.
Data Backup and Recovery
306. Backup mechanisms and disaster recovery processes outlined in the SOC 2 Type 2 Certification report.
307. Users access their dedicated license hosted through AWS through a browser
308. Data is encrypted at rest and in motion with SSL encryption
309. Daily Backups | Hourly Backups if needed - Backups provided on a daily basis. Can backup to a specific hour upon request.
310. Failover for Disaster Recovery - A failover-enabled database that guarantees availability through AWS Aurora.
User Onboarding & Training
311. Automated onboarding via email and text message.
312. 1st-time User Experience to learn key functions of the platform.
313. Tips & FAQ Video Library available to each individual user
User Dashboard & Support
314. Access, rename, & delete user’s iFOLIO pages
315. Create new iFOLIO page from system template or Templates Pro
316. Modify name & contact information & auto-update all iFOLIO blocks with name & contact information
317. User dashboard enables users to save default share messages & signatures for quick sends from mobile.
318. Set user SMTP settings for email share
319. iFOLIO presentations and digital business cards can be shared from mobile while fundraisers are on the go.
320. Fundraisers can follow up via text or email right from the platform.
321. FAQs and tip videos accessed from User Dashboard
322. Shortcut to iFOLIO's Help Center from User Dashboard for quick access
323. Application Downtime Monitoring - Monitoring to identify downtime, inform you of an event, and support your team through appropriate response through integration with grafana. Service bot with automated notification of any error or performance alerts.
324. Multi Site Support - Support for iFOLIO Multisite environments consisting of a network of sites sharing a single code base. Enterprise pack supports 2 pages connected to a Template Pro similar to other web builders. Add-ons for up to 1,000 pages, and 1,000+ pages connected to a singel template.
325. 24/7 Support
326. Uptime SLA is 99% - during peak times Mon- Friday 9am - 5pm EST. 95% during non peak times.
327. Urgent Ticket Response Time - Severity 1 = 20 Minutes Response, Temporary Resolution within 1 hr during Business Hours.
328. Non Urgent Ticket Response Time - 24 hours response
329. iFOLIO Integrations - Integrate iFOLIO into your existing workflow with app integrations.
330. CRM Integration - Integrate iFOLIO into your existing workflow with app integrations.
331. Reverse CRM automatically posts sends for digital business cards, presentations, and proposals back to CRM to lighten administrative reporting workload.
332. iFOLIO integrates with Salesforce CRM out of the box.
333. Use Zapier to connect iFOLIO Cloud with plenty of apps in your existing workflow.
Learn more at iFOLIOcloud.com/Zapier-Integrations.
334. iFOLIO + Slack
335. iFOLIO + Zoom
336. iFOLIO + Calendly
337. iFOLIO + DocuSign
338. iFOLIO + Google Ads
339. iFOLIO + HubSpot
340. iFOLIO + MailChimp
341. iFOLIO + Acuity Scheduling
342. Automate data entry into Salesforce CRM with iFOLIO Reverse CRM.
343. Automate data entry into Hubspot CRM with iFOLIO Reverse CRM.
344. Add custom app integrations.
345. Payment Pages - Enable secure payments with a friendly user experience.
346. iFOLIO + Stripe
347. iFOLIO + PayPal
348. iFOLIO + Anthology
349. iFOLIO + Any Payment Option
350. iFOLIO Custom Pay Pages integrate products + shopping cart + payment options & back end reporting in a seamless flow for users on any device. Custom calculator available for example sales tax for each state based on zip code.
iFOLIO’s mission is to enable the world to design digital enablement.
We care about the user experience, ease of use, and trust and security of the platform. iFOLIO has been delivering client experiences through our Digital Cloud since 2017.
Listed above are some of iFOLIO’s SaaS capabilities. In 2023 we began publishing release notes:
www.ifoliocloud.com/release-notes
950 East Paces Ferry Rd NE, Suite 1500, Atlanta, Georgia 30326
Phone: 470 - 223 - 4818, | Email: info@ifoliocloud.com