Sending 1-to-1 Emails
Personalize digital experiences 1-to-1
iFOLIO is designed to make personalized sharing as seamless as possible. 1 to 1 email sends are personalized with visuals, signatures, and tracked links + analytics.
1. Set Email Share Graphic
2. Publish > Share
3. Sharing your iFOLIO 1-to-1
4. Analyze & Follow-Up
Set Email Share Graphic
- Open the User Dashboard
- To get here, click on your user icon in the top right corner and scroll down to the "Dashboard" option below your iFOLIO pages. Here you can view and edit your iFOLIOs, edit your contact information, set share settings, and view resources.
- Open the Share Settings > Share Graphics
- Click on the share settings tab from your user dashboard and select “Share Graphics.” Choose your desired combinations for email and text message images, banners, and avatars.
Choose your Graphics
Click the media icon to open the media library. Upload or select your desired images according to your specified email & text message image, banner, & avatar combination. Once set, click “Save.”
Recommended Graphic Sizes:
- Logo or Headshot: 500px by 500px
- Text Share Graphic: 550px by 700px
- Email Share Graphic: 1920px by 470px
The images you choose will be sent by default when you share an iFOLIO 1-to-1 or in a group via visual text message or visual email.
Publish > Share
- Publish your iFOLIO
- Open the iFOLIO Share pop-up
- Once your iFOLIO is published, click the Share icon on desktop or mobile in the top right corner.
Sharing your iFOLIO 1-to-1
Enter Contact Information
In the share pop-up, enter the recipient’s contact information. Include an email, cell phone number, or both to deliver the iFOLIO share. Optionally, enter the recipient’s company and position to track contacts later. By clicking “Add contact” and entering another person’s contact information, you can send the iFOLIO to multiple recipients simultaneously, saving you time and effort.
Customize Share Message
Customize your share message, email subject, & signature as desired. Leave [Name] intact to insert the recipient’s name in the message, and leave [Link] intact to insert the recipient’s unique iFOLIO share tracked link. Leave [Signature] intact to insert the signature field below the message field.
Reverse CRM & BCC (Optional)
Automate CRM data entry with iFOLIO’s Reverse CRM technology. Input a Salesforce opportunity ID into the “SF Opportunity ID” field or a CRM email into the “BCC” field to automatically populate your CRM service with your recipients’ contact information.
Send to Recipient
When you've finished adding contacts and customizing your share message, click send to deliver your iFOLIO share. A confirmation message will appear when the iFOLIO share is sent.
Analyze & Follow-Up
Check Shared Stat Analytics
Once your shares are delivered, you can check real-time analytics on recipient visits, view duration, and see a block-by-block heat map of individual interests.
Learn more about managing lead generation with shared stat analytics here:
950 East Paces Ferry Rd NE, Suite 1500, Atlanta, Georgia 30326
Phone: 470 - 223 - 4818, | Email: info@ifoliocloud.com